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MINUTES OF THE 82 nd CONVENTION OF AHEPA BAY STATE DISTRICT 8 Saturday, June 14, 2014 Penelope #120 Apartments 98 Central Street Peabody, MA 01960 Charles P. Kiritsy, Chairman Peter C. Katsos, Vice-Chairman Demetrios G. Vidalis, Secretary
Transcript of baystateahepa.orgbaystateahepa.org/Documents/Convention/minutes/2014-DISTRICT-8... · 1 District...
MINUTES OF THE
82nd CONVENTION OF
AHEPA BAY STATE DISTRICT 8
Saturday, June 14, 2014
Penelope #120 Apartments 98 Central Street
Peabody, MA 01960
Charles P. Kiritsy, Chairman
Peter C. Katsos, Vice-Chairman
Demetrios G. Vidalis, Secretary
1
District Governor Frank Fotis officially opens the 82nd District Convention of AHEPA Bay State District 8 at 10:15 am on Saturday, June 14, 2014 Roll call of convention delegates is taken, with the attendees recorded by Brother Anastasios Miliotis.
Seat Late Entry Delegates
A motion is put forward by Brother Frank Fotis to seat Brothers James Tzitzon and Byron Chopas of Haverhill, Acropolis Chapter 39; Brothers Adam D. Zapris, Athan E. Galanis, Athanasios A. Vulgaropulos, and Demetrios Tsatsarones, of Watertown, Harris J. Booras Chapter 406; Brothers Charlie Speridakos, and Peter C. Katsos of Lynn, Aristides Chapter 50, and Brothers Charles P. Kiritsy and George P. Leasca of Worcester, Peter L. Bell Chapter 80 as delegates registering late and is seconded by Brother Gabriel Vidalis. The motion passes unanimously. Brother Charles P. Kiritsy is nominated by Brother Peter Katsos as Convention Chairman. Brother Kiritsy accepts the nomination. There are no other nominations. All present vote in favor. Brother Peter C. Katsos is nominated by Brother James Tzitzon as Convention Vice-Chairman. Brother Katsos accepts the nomination. There are no other nominations. All present vote in favor. Brother Demetrios G. Vidalis is nominated by Brother Constantine Calliontzis as Convention Secretary. Brother Vidalis accepts the nomination. There are no other nominations. All present vote in favor.
Minutes from the 81st District 8 Convention, held on May 18, 2013 in Newport, RI, were
presented to the convention delegates prior to the convention via postal and electronic mail. A motion is put forward by Brother Constantine Calliontzis to accept the minutes of the 81st District 8 Convention of 2013 and is seconded by Brother James Tzitzon. The motion passes unanimously. Supreme Governor (region 4) Nicholas Nikas speaks to the body. Brother Supreme Governor Nicholas Nikas addresses the body regarding membership and challenges each chapter to set a 2014 year end membership goal (attachment). He informs the Brothers of the upcoming AHEPA Family Supreme Convention in New Orleans, LA; July 20-26, 2014. He then urges all to support AHEPA’s Relief for Greece program, which aids the Apostoli program and the International Orthodox Christian Charities, and commends those chapters which have contributed since September 2013. He further spoke regarding the annual Hellenic History Tournament. The District Governor’s Report is presented by Brother District Governor Frank Fotis (attached). The District Athletic Director’s Report is presented by Brother District Athletic Director George Papalambros (attached).
2
Sons of Pericles Supreme Governor Vasilios Mallios speaks to the body. Brother SOP Supreme Governor Vasilios Mallios addresses the body regarding the Sons’ membership growth nationally, including 10 new chapters in the past year, with three more pending. He also discussed their National Project, Friedreich's Ataxia Research Alliance (FARA), where the Sons and Maids were each able to raise $11,000
The District Auxiliary Committee Report is presented by Brother Alex Orphanos. Brother Orphanos reports that the Boston Sons of Pericles have participated in many events nationally, including fundraisers in Albany and Montreal, as well as competing in basketball tournaments in Los Angeles, New York, and Chicago. Furthermore, through their local fundraising efforts, including the annual Red Sox outing and annual New Year’s Eve dance, have contributed $6,000 to the Sons’ National Project. The District Treasurers Report is presented by Brother John Abate (attached). The District Scholarship Committee Report is presented by Brother Theodore Nikolopoulos (attached).
The District Scholarship, Peter L. Bell Scholarship, and District Charitable Fund Reports
are presented by Brother George Leasca (attached). A motion is put forward by Brother Alex Orphanos to accept the District 8 Scholarship, Peter L. Bell Scholarship, and District 8 Charitable Fund Reports and is seconded by Brother Anastasios Miliotis. The motion passes unanimously.
The District Veteran’s Committee Report is presented by Brother Frank Fotis (attached). CONVENTION COMMITTEES AND CHAIRMEN Brother Convention Chairman Charles Kiritsy requests for volunteers to chair the various committees of the convention. The following come forward: Scholarship……... Brother Peter Katsos Charitable……..... Brother Constantine Calliontzis Athletic………..... Brother George Papalambros Public Relations… Brother Peter Leasca Audit………….......Brother Anastasios Miliotis Budget………….. Brother George Leasca Resolutions……... Brother Athanasios Vulgaropulos Membership…….. Brother Alex Orphanos At 11:55am the convention breaks up into committees and for a lunch break. At 1:30pm the convention reconvenes.
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CONVENTION COMMITTEE REPORTS
The Convention Scholarship Committee Report is presented by Brother Peter Katsos (attached). Brother Nikolopoulos reports that the committee makes the following recommendations: 1) Maintain the current investment policy of:
a. Up to 60% stocks (mid cap or higher) b. Up to 40% Bonds and Money Market (rating B or better) c. No hedge funds d. No individual stock will hold greater than 10% of the portfolio
2) Continue awarding scholarships based upon the current by-laws, whereas the amounts awarded are based upon the earned monies.
3) Omit dollar amounts on scholarship listing 4) Add mailing address to online scholarship form 5) AHEPA and DOP District Governors are to supply the scholarship committee with a listing
of mailing addresses for the chapter presidents within their district. A motion is put forward by Brother Dalton Respass to accept the Convention Scholarships Committee Report and is seconded by Brother George Leasca. The motion passes unanimously. The Convention Charitable Committee Report is presented by Brother Constantine Calliontzis Brother Calliontzis reports that the committee makes the following recommendation: The District donates $1400 to the AHEPA National Fund Raiser (AHEPA Charitable Foundation) explicitly to support the needy citizens in Greece. A motion is put forward by Brother Frank Fotis to accept the Convention Charitable Committee Report and is seconded by Brother Ted Nikolopoulos. The motion passes unanimously.
The Convention Athletic Committee Report is presented by Brother George Papalambros (attached). Brother Papalambros reports that the committee makes the following recommendations:
1) District 8 allocate up to $200 for the District 8 bowling tournament, as well as increase the entrance fee to $150.00 per team.
2) District 8 sponsors a team (up to $200) for the Harry Agganis Basketball Tournament. 3) District 8 sponsors a team (up to $200) for the National Hellenic Invitational Basketball
Tournament. 4) District 8 should begin to organize a District golf tournament. 5) District 8 should begin to organize a District softball tournament. 6) District 8 should begin to organize a District fishing trip
A motion is put forward by Brother Ted Nikolopoulos to accept the Convention Athletic Committee Report and is seconded by Brother George Leasca. The motion passes unanimously. 2015 District 8 Candlepin Bowling Tournament Host City A motion is put forward by Brother Peter Katsos that Lynn host the 2015 District 8 Candlepin Bowling Tournament, and is seconded by Brother Basil Patsios. The motion passes unanimously.
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The Convention Resolutions Committee Report is presented by Brother Athanasios Vulgaropulos (attached). Brother Vulgaropulos reports that the committee makes the following recommendations:
1) Chapters have fund raisers for Apostoli program to feed the children of Greece. 2) AHEPA continues to strengthen its grassroots network. 3) AHEPA continues efforts in augmenting the Hellenic Caucus in congress. 4) AHEPA urges our U.S. government to pressure Turkey to honor religious freedom and
allow the opening of the school at Halki, and cease violating Greek waters and air space. 5) AHEPA promotes actions to return Parthenon marbles to Greece. 6) AHEPA strengthens ties with other Hellenic American organizations, federations, and
Greek Orthodox churches in America. 7) AHEPA supports the Pontian Greek American Committee for recognition of the Greek
Pontian Genocide by Turkey, designated to be observed May 19th, annually. 8) AHEPA supports a proclamation to make March “Hellenic History Month”. 9) AHEPA makes efforts to stop Turkey and FYROM from infiltrating revisionist and
irredentist propaganda into school systems in the United States and elsewhere. 10) AHEPA continues condemning the 1974 Turkish invasion of Cyprus, the illegal
occupation of Northern Cyprus, and Turkey’s disregard of United Nations Resolutions. 11) AHEPA continue to support the positions regarding FYROM’s propaganda and issues
against Greece. 12) AHEPA chapters promote and support educational programs, such as the “Hellenic
History Tournament”, lectures, videos, etc. A motion is put forward by Brother Dalton Respass to accept the Convention Resolutions Committee Report and is seconded by Brother Gabriel Vidalis. The motion passes unanimously. The Convention Auditing Committee Report is presented by Brother Anastasios Miliotis (attached). Brother Miliotis reports to the convention that the income and expenses of the District reconciled. A motion is put forward by Brother Athanasios Vulgaropulos to accept the Convention Audit Committee Report and is seconded by Brother Constantine Calliontzis. The motion passes unanimously.
The Convention Budget Committee Report is presented by Brother George Leasca (attached). Brother Leasca reports on the Convention Budget Committee Report of anticipated income and expenses for District 8. A motion is put forward by Brother Demetrios Vidalis that each chapter within District 8 pay an annual per capita fee of $5.00 per member based upon each chapter’s previous year’s membership total, to be paid no later than May 1st of the each year, for the purpose of funding the District 8 Lodge’s expenditures, such as Greek Independence Parade participation, athletics programs, Public Relations, District 8 workshops, and any other expenses that support the promotion of the Order of AHEPA. The motion is seconded by Brother Constantine Calliontzis. The motion passes. A motion is put forward by Brother Gabriel Vidalis to accept the Convention Budget Committee Report and is seconded by Brother Anastasios Miliotis. The motion passes unanimously.
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The Convention Public Relations Committee Report is presented by Brother Peter Leasca (attached). A motion is put forward by Brother Alex Orphanos to accept the Convention Public Relations Committee Report and is seconded by Brother Dalton Respass. The motion passes unanimously.
The Convention Membership Committee Report is presented by Brother Alex Orphanos (attached). A motion is put forward by Brother Dalton Respass to accept the Convention Membership Committee Report, and is seconded by Brother Constantine Calliontzis. The motion passes unanimously.
OLD BUSINESS
None
NEW BUSINESS
2015 “New England Regional Conference” Convention Participation
A motion is put forward by Brother Alex Orphanos the 2015 District 8 Convention be held in conjunction with the biennial “New England Regional Conference”. The motion is seconded by Brother Ted Nikolopoulos. Motion carries unanimously.
84th
District 8 Convention in 2016 Host City A motion is put forward by Brother Constantine Calliontzis that Lynn Aristides Chapter 50 host the 2016 District 8 Convention, and is seconded by Brother Alex Orphanos. The motion passes unanimously. Elections to the District Scholarship Committee The convention is informed that the three year term on the District Scholarship Committee held by Brother Chris Singas has expired. Brother Adam Zapris is nominated by Brother Frank Fotis to serve a term of three years on the District 8 Scholarship Committee. Brother Zapris accepts the nomination. There are no other nominations. The Convention Chair directs the Convention Secretary to cast one vote for the nominee.
Scholarship Committee Members are:
Peter Katsos through 2015 Michael Krikonis through 2015
Theodore Nikolopoulos through 2016 Adam Zapris through 2017
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Elections to the District Charitable Committee The convention is informed that the three year term on the District Charitable Committee held by Brother George Economou has expired. Brother Peter Leasca is nominated by Brother Frank Fotis to serve a term of three years on the District Charitable Committee. Brother Leasca accepts the nomination. There are no other nominations. The Convention Chair directs the Convention Secretary to cast one vote for the nominees.
Charitable Committee Members are:
Steve Michaelides through 2015 Alex Geourntas through 2016 Nicholas Calufi through 2016 Peter Leasca through 2017
Elections to the District Public Relations Committee The convention is informed that the three year term on the District Public Relations Committee held by Brother Chris Alex has expired. Brother Chris Alex is nominated by Brother Demetrios Vidalis to serve a term of three years on the District Public Relations Committee. Brother Alex accepts the nomination. There are no other nominations. The Convention Chair directs the Convention Secretary to cast one vote for the nominee.
Public Relations Committee Members are:
Joseph Coutlis through 2015 Jason Vergados through 2016 Chris Alex through 2017
ELECTIONS OF DISTRICT 8 LODGE OFFICERS
The convention is informed of the seven District Lodge offices that need to be elected. District 8 Governor Brother Demetrios G. Vidalis is nominated by Brother Gabriel Vidalis for the position of District 8 Governor. Brother Vidalis accepts the nomination. There are no other nominations. The Convention Chair directs the Convention Secretary to cast one vote for the nominee. District 8 Lieutenant Governor Brother Alex Orphanos is nominated by Brother Frank Fotis for the position of District 8 Lieutenant Governor. Brother Orphanos accepts the nomination. There are no other nominations. The Convention Chair directs the Convention Secretary to cast one vote for the nominee.
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District 8 Secretary Brother Anastasios Miliotis is nominated by Brother Frank Fotis for the position of District 8 Secretary. Brother Miliotis accepts the nomination. There are no other nominations. The Convention Chair directs the Convention Secretary to cast one vote for the nominee.
District 8 Treasurer Brother John Abate is nominated by Brother Frank Fotis for the position of District 8 Treasurer. Brother Abate accepts the nomination. There are no other nominations. The Convention Chair directs the Convention Secretary to cast one vote for the nominee.
District 8 Marshal
Brother Basil Patsios is nominated by Brother Frank Fotis for the position of District 8 Marshal. Brother Patsios accepts the nomination. There are no other nominations. The Convention Chair directs the Convention Secretary to cast one vote for the nominee. District 8 Warden Brother Dalton Respass is nominated by Brother Alex Orphanos for the position of District 8 Warden. Brother Respass accepts the nomination. There are no other nominations. The Convention Chair directs the Convention Secretary to cast one vote for the nominee. District 8 Athletic Director Brother George Papalambros is nominated by Brother Frank Fotis for the position of District 8 Athletic Director. Brother Papalambros accepts the nomination. There are no other nominations. The Convention Chair directs the Convention Secretary to cast one vote for the nominee. For the good of the Order
� Brother Peter Leasca urges Brothers to contribute, in memory of Brother Peter L. Bell, U.S. Army Sergeant, WWII, for a brick in the Veterans Walk in Worcester, MA. The Brothers present responded by contributing $115 for the cause.
� Brothers from the chapters represented at the convention presented updates on their respected chapters (attached).
A motion is put forward by Brother Demetrios G. Vidalis that “the convention adjourn,” and is seconded by Brother Theodore Nikolopoulos. The motion passes unanimously. The 82nd Bay State District 8 Convention of 2014 adjourns at 4:30pm on June 14, 2014. Prepared and respectfully submitted by the Secretary of the 82nd District 8 Convention,
Brother Demetrios G. Vidalis June 14, 2014
8
82nd
AHEPA BAY STATE DISTRICT 8 CONEVNTION
ATTENDANCE
Delegates
� Boston, Athens Chapter 24
Chris G. Alex Gabriel Vidalis
� Haverhill, Acropolis Chapter 39
Byron Chopas James Tzitzon
� Lynn, Aristides Chapter 50
Peter C. Katsos Charlie Speridakos
� Worcester, Peter L. Bell Chapter 80 Charles P. Kiritsy George P. Leasca
� Watertown, Harris J. Booras Chapter 406
Athan E. Galanis Demetrios Tsatsarones Athanasios A. Vulgaropulos Adam D. Zapris
DISTRICT LODGE Frank P. Fotis, District Governor
Demetrios G. Vidalis, District Lt. Governor Anastasios N. Miliotis, District Secretary John A. Abate, District Treasurer, PDG
Alex Orphanos, District Warden Basil Patsios, District Marshal
George Papalambros, District Athletic Director
PAST DISTRICT GOVERNORS Constantine P. Calliontzis, Supreme Board of Trustees, PSG
Peter G. Leasca, PSG Theodore G. Nikolopoulos, PDG
Dalton Respass, PSG
GUESTS
Nicholas Nikas, AHEPA Supreme Governor (region 4) Vasilios Mallios, Sons of Pericles Supreme Governor
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82nd BAY STATE DISTRICT # 8 CONVENTION 2014Date: Saturday, June 14, 2014District Governor’s Report
As District Governor I had the honor and pleasure of visiting several Chapters in the District,some multiple times, during this past year. I wish to thank the Chapter Presidents for invitingme to their meetings, for their hospitality, goodwill and for affording me the opportunity toinitiate new Chapter members. I enjoyed these visits and I remain grateful to the ChapterPresidents, the Officers and members.
During these visits, I observed the way the Officers and members interacted, the plans theydrew for their various Chapter activities and their dedication to fellowship and work towardsthe betterment of their Chapter and of Ahepa.
I was given the opportunity to address the membership and found it a humbling experienceto meet so many Brothers. It was a very enjoyable and rewarding experience.
I extend a special acknowledgement to Chapters who increased membership and contributedto Ahepa’s National Projects.
I thank the Sons of Pericles for all their efforts and activities and congratulate them fororganizing a Maids of Athena Chapter and for conducting successful fund-raising activities.They raised and donated $9,000 to their causes. We are proud of our Sons and the leadershipthey display so effectively.
I want to thank the District Lodge Officers for their support and dedication to Ahepa. We hada series of District Lodge planning meetings. They are a dynamic group of Ahepans.
Two District Workshop events were held this year, which were well attended, and duringwhich the Presidents of a number of Chapters gave reports outlining the various activities andevents the Chapters were sponsoring.
The District Scholarship Committee undertook the honorable effort, once more, to receive,tabulate, evaluate and award scholarships to qualified students whose sponsors are membersin good standing within our District. This year’s Scholarship recipients will be introduced to usat dinner this evening. Similarly, a number of our Chapters awarded Scholarships to qualifiedstudents and rewarded them for their efforts to gain a college education.
I want to thank the District #8 Lodge of the Daughters of Penelope for hosting and organizingthis year’s Convention.
I thank all who participate in this Convention and wish them good deliberations.
AHEPA Bay State District 8 Convention Membership Committee ReportSaturday, June 14, 2014
The Committee recommends the following:
1. More events that people want to go to. Activity is a key element. Youthful events to build thefuturel Not just chapter events but District Events
2. Events that Benefit the community at large
3. Ask family to join with you.
4. Chapter President should be responsible for the chapter membership every year to increase everyyear.
5. Presidents of Chapters need to see that the attitude they have directly affects membership.
6. Making sure every member pay their dues or is billed. If they don’t pay bill make sure that they arevisited and positively engaged.
7. Communicate better to members. We want you to be active and pay your dues so that you can beincluded in the great things that AHEPA does around the world so that you can say you are a part ofthis great organization.
8. If you give responsibility to a member you are able to retain the members easier more often thannot.
9. Where do I belong? Who am I? First step to get involved. Worry about both.
10. It’s very important to show what National is doing.
11. Attention to National and Push for members to pay. Be proactive and give members responsibility.
12. Suggestion: Sons and Son-in-laws having an event to honor them. It would be a sort of passing ofthe torch event. Honoring these people will bring members back to their respective chapters. FromFather to Son. Father to Son-in-law etc.
13. Ways of having more fun at meetings.
14. Information Pamphlets
15. Mailings
16. Doorto Door
17. Phone Calls
18. Reaching out to Church Communities to start new chapters or join local existing ones.
19. Online with Social Media and Email Blasts
20. Building a Sons chapter and creating the next generation of AHEPA
Respectfully Signed and Submitted:
Alex Orphanos (Boston Chapter)Charlie Speridakos (Lynn Chapter)Nicholas Nikas (Supreme governor)
District Lodge Bay StateDistrict #8 Order of AHEPA
Income and Disbursement StatementFor the Period
May 19, 2013-- June 14, 2014
IncomeWebsite Work $250.00NERC $775.00Ahepa Hdq. P.C. Tax Rebate $1,302.00District #8 Workshop Fees $250.00District #8 Float Donations $400.00Ahepa Hdq. Supreme Cony. Delegates $20.00General Donation $10.00AHEPA Pin $80.00 -
Total $3,087.00Disbursements
District #8 Governor’sExpenses $1,199.58District #8 Float Expense $1,300.00Greek Independence Parade Fee $200.00District #8 Workshop Expenses $164.02Reimbursement for 3/22/14 deposit $80.00for pins . D.G. paid for.Bank Charge $6.00
Total $2,949.60
Net PROFIT $137.40
Checking a/c bal 5/18/13 $9161.56Net Profit $137.40Checking a/c bal 6/14/14 $ 9,298.96
Bank Balance 5/31/14 $10,366.96Less; 0/s check #734 & ck#742 ($1 068.00)Deposit in transitChecking a/c Bal. 6/14/14 $9,298.96
Submitted by:
John A. AbateDistrict Treasurer
ORDER OF AHEPA DISTRICT #8
SCHOLARSHIP COMMITTEE REPORT
TO THE DELGATES & ALTERNATES OF THE AHEPA DISTRICT #8 CONVENTION
IT IS WITH GREAT PLEASURE THAT I SUBMIT THE FOLLWING ON BEHALF OF THE AHEPA DISTRICT #8
SCHOLARSHIP COMMITTEE
THIS YEAR A TOTAL OF 26 APPLICATIONS FOR THE SCHOLARSHI P PROGRAM WERE RECEIVED, OF
WHICH, 17 WERE HIGH SCHOOL SENIORS AND 9 WERE COLLEGE UNDERGRATUATES.
AFTER REVIEWING THE APPLICATIONS FOR ELIGIBILITY AND COMPLETENESS ,22 APPLICANTS MET THE
SCHOLARSHIP PROGRAM REQUIREMENTS. THEY WERE SUBMITTED TO THE EVALUATOR FOR HIS
INDEPENDENT REVIEW AND SELECTION.
THE SCHOLARSHIP RECIPIENTS WERE NOTIFIED AND WERE INVITED TO BE OUR GUESTS TO THE
DISTRICT CONVENTION BANQUET.
THE TOTAL AMOUNT TO BE AWARDED THIS YEAR IS $20,300.00 WHICH, $1,000.00 IS PAID BY THE
AHEPA NATIONAL EDUCATION FOUNDATION.
IT HAS ONCE AGAIN BEEN MY PLEASURE SERVING ON THE AHEPA DISTRICT #8 SCHOLARSHIP
COMMITTEE.
RESPECTFULLY SUBMITTED,
TED NI OPOULOS
DISTRICT #8 SCHOLARSHIP CHAIRMAN
ORDER OF AHEPA
DISTRICT #8 SCHOLARSHIP PROGRAM
LIST OF 2014 SCHOLARSHIP AWARD WINNERS
ANASTASIA KOURTIS $2,000.00 NEEDHAM, MAANDREAS SIALATIS $1,500.00 HAVERH ILL, MAHOPE SINGAS $1,500.0 JEFFERSON, MAKAROLINA ATSALIS $1,000.00 WEST HYANNISPORT, MACATERINA SINGAS $1,000.00 JEFFERSON, MASUSAN KOURTIS $1,000.00 NEEDHAM, MACATHERINE XENAKIS $1,000.00 HAVERHIIL, MAELENA BLATUS $850.00 DRACUT, MAMIKAYLASINGAS $850.00 JEFFERSON, MATIFFANY MOSHO $850.00 BOXFORD, MAZACHARY BROWN $850.00 HAVERHILL, MAHARALAMBOS EXARHOPOULOS $800.00 LOWELL, MAANDREW KERRICK $750.00 LOWELL, MAZOE KIRITSY $750.00 BOYLSTON, MAELENA MOUDIOS $750.00 WORCESTER, MASTEPHANIE GULEZIAN $1,000.00 TYNGSBORO, MAYIANNIS RIZOS $750.00 SOUTHAMPTON, MAGRAMMATIKI PAPADOPOULOS $750.00 BELMONT, MAGEORGIOS HATZIPETROU $750.00 WELLESLEY, MAJOHN MOSHO $600.00 BOXFORD, MASOTERIA ZOUZAS $500.00 CHELMSFORD, MAREBECKAATSALIS $500p.00 WEST HYANNISPORT, MA
Mor
gan
Sta
nley
Per
form
ance
Rep
ort
for:
AH
EP
AD
IST
RIC
T#8
SC
HO
LA
RS
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6/9/
2014
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OR
GE
PL
EA
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beco
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asth
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leba
sis
for
any
inve
stm
ent
deci
sion
.
Page
1
AC
TIV
EA
SS
ET
SA
CC
OU
NT
Mor
gan
Stan
[ey
Ex
ecu
tiv
eS
um
mar
y
AH
EP
AD
IST
RIC
T#8
SC
HO
LA
RS
HIP
357
9010
0920
8/
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RT
FO
LIO
MA
NA
GE
ME
NT
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AG
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RG
EP
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CA
(508
)75
1-56
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Tot
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Val
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nclu
des
accr
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inco
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Net
Con
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(inc
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Cum
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Tot
alA
ccou
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27(D
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Net
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ion.
Perf
orm
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fora
llpe
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sgr
eate
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anon
eye
aris
annu
aliz
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Dol
lar
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dR
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th(S
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43/3
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2/3
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46
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282,
920.
3427
g,93
g.42
283,
582.
3627
3,06
0.09
0.00
(1,2
50.0
0)(1
0,05
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1,45
4.42
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2,92
0.34
278,
689.
4227
3,53
2.36
261,
605.
6775
0.55
4,98
1.47
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322
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670.
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1/1
4-6
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41
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3-6
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46
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-6/6
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Pag
eR
etri
eved
On:
June
09,
2014
9:29
:32
AM
Thi
sre
port
isno
tan
offi
cial
acco
unt
stat
emen
t.T
hein
form
atio
nin
this
repo
rtis
not
com
plet
ew
itho
utth
ere
quir
eddi
scla
imer
and
glos
sary
,w
hich
you
shou
ldre
adca
refu
lly.
Pag
e2
Mor
gan
Stan
Ley
Top
10H
oldi
ngs
June
06,
2014
MS
AC
TIV
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TS
MO
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__
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$288
67
$283
671
$268
65
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SS
ET
SA
CC
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NT
AH
EP
AD
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RIC
T#8
SC
HO
LA
RS
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GE
OR
GE
PL
EA
SC
A357901009208/
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FO
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mar
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0
17,0
38.9
8
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27.8
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14,7
07.0
4
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46.8
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27.4
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72.1
0
8.50
8.06
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6.03
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tan
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posi
tions
.
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catio
nas
ofJu
ne6,
2014
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sted
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ital
$278
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$273
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sted
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ital
repr
esen
tsth
ein
cept
ion
valu
eof
the
acco
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net
ofad
ditio
nal
capi
tal
cont
ribu
tions
and
with
draw
als,
grap
hed
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nst
the
acco
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mar
ket
valu
eov
ertim
e.
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$258
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8/13
9/13
10/1
311
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31/
142/
143/
144/
145/
146/
14
Pag
eR
etri
eved
On:
June
09,
2014
9:29
:33A
MT
his
repo
rtis
not
anof
fici
alac
coun
tst
atem
ent.
The
info
rmat
ion
inth
isre
port
isno
tco
mple
tew
itho
utth
ere
quir
eddi
scla
imer
and
glo
ssar
y,
whi
chyo
ush
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age
3
Mor
gan
Sta
nley
Ann
ual
Per
form
ance
Sum
mar
y
Tim
eW
eig
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dP
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rman
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end
arY
ear
Rep
ort
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ross
Ret
urn
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06,
2014
AH
EP
AD
IST
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T#8
SC
HO
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RS
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357
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RT
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Acc
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__
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ppre
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etur
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tory
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01
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11
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1406
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414
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Cu
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ceIn
cepti
on
9.54
22.1
4
22.1
4
Pag
eR
etri
eved
On:
June
09,
2014
9:2
9:3
4A
MT
his
repo
rtis
not
anof
fici
alac
coun
tst
atem
ent.
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info
rmat
ion
inth
isre
port
isno
tco
mpl
ete
wit
hout
the
requ
ired
disc
laim
eran
dgl
ossa
ry,
whi
chyo
ush
ould
read
care
fully
.P
age
4
Mor
gan
Stan
Ley
AC
TIV
EA
SS
ET
SA
CC
OU
NT
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tfol
ioA
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isal
June
06,
20
14
AH
EP
AD
IST
RIC
T#8
SC
HO
LA
RS
HIP
35
79
01
00
92
08
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RT
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AN
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GE
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A(5
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Eq
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sum
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iscr
etio
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ON
AL
DS
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RP
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D
Qua
ntit
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Tot
alC
urre
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urre
ntM
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nrea
lize
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ost
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alue
Gai
n/L
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Ass
ets
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me
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ld($
)($
)($
)($
)($
)(%
)($
)(%
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96.1
04,
805.
00
4,80
5.00
101.
965,
098.
00
5,09
8.00
293.
00
293.
00
1.80
1.80
162.
00
162.
00
3.17
3.17
1T
otal
Con
sum
erD
iscr
etio
nary
Con
sum
erS
tapl
es
100
PR
OC
TE
R&
GA
MB
LE
PG
76.3
97,
638.
7380
.03
8,00
3.00
364.
272.
8325
7.40
3.21
Tot
alC
onsu
mer
Sta
ples
7,63
8.73
8,00
3.00
364.
272.
8325
7.40
3.21
1
Ener
gy
200
KIN
DE
RM
OR
GA
NIN
CO
RP
KM
I33
.74
6,74
7.26
35.0
87,
016.
0026
8.74
2.48
336.
004.
78
Tot
alE
nerg
y6,
747.
267,
016.
0026
8.74
2.48
336.
004.
781
Fin
anci
als
100
BB
&T
CO
RP
BB
T37
.57
3,75
6.50
38.6
93,
869.
0011
2.50
1.37
96.0
02.
4863
ISH
AR
ES
US
RE
AL
EST
AT
EE
TF
IYR
63.4
43,
996.
7272
.75
4,58
3.25
586.
531.
6216
1.85
3.53
100
JPM
OR
GA
NC
HA
SE&
CO
JPM
58.6
15,
860.
9956
.97
5,69
7.00
(163
.99)
2.02
160.
002.
80
Tot
alF
inan
cial
s13
,614
.21
14,1
49.2
553
5.04
5.01
417.
852.9
51
Hea
lth
Car
e 100
ME
RC
K&
CO
INC
NE
WC
OM
MR
K55
.79
5,57
8.57
57.8
55,
785.
0020
6.43
2.05
176.
003.
0410
0B
RIS
TO
LM
YE
RS
SQU
IBB
CO
BM
Y54
.67
5,46
7.00
47.2
54,
725.
00(7
42.0
0)1.
6714
4.00
3.04
Tot
alH
ealt
hC
are
11,0
45.5
710
,510
.00
(535
.57)
3.72
320.
003.
041
Tel
ecom
mun
icat
ion
Ser
vic
es
Pag
eR
etri
eved
On:
June
09,
2014
9:29
:34
AM
Thi
sre
port
isno
tan
offi
cial
acco
unt
stat
emen
t.T
hein
form
atio
nin
this
repo
rtis
not
com
plet
ew
itho
utth
ere
quir
eddi
scla
imer
and
glos
sary
,w
hich
you
shou
ldre
adca
refu
lly.
Pag
e5
AC
TIV
EA
SS
ET
SA
CC
OU
NT
AH
EP
AD
IST
RIC
T#8
SC
HO
LA
RS
HIP
GE
OR
GE
PL
EA
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A
Mor
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Por
tfol
ioA
ppra
isal
357
9010
0920
8/
PO
RT
FO
LIO
MA
NA
GE
ME
NT
/AA
A(5
08)
75
1-5
65
4
June
06,
20
14
Qua
ntit
yS
ecur
ity!
Ave
rage
Tot
alC
urre
ntC
urre
ntM
arke
tU
nrea
lize
dP
erce
ntof
Ann
ual
Cur
rent
Sym
bol/
Rat
ings
S&P!
Moo
dy’s
Cos
tC
ost
Pri
ceV
alue
Gai
n/L
oss
Ass
ets
Inco
me
Yie
ld($
1($
1($
)1$
)($
)(%
)($
)(%
)
344
AT&
TIN
CT
34.7
911
,966
.56
35.0
212
,046
.88
80.3
24.
2763
2.96
5.25
Tot
alT
elec
omm
unic
atio
n11
,966
.56
12,0
46.8
880
.32
4.27
632.
965.
251
Uti
liti
es
170
UT
ILIT
IES
SEL
SE
CT
SP
DR
FUN
DX
LU36
.93
6,27
7.42
43.0
87,
323.
601,
046.
182.
5925
0.07
3.41
44S
EM
PR
AE
NE
RG
YS
RE
89.1
73,
923.
4810
0.71
4,43
1.24
507.
761.
5711
6.16
2.62
40N
EX
TE
RA
EN
ER
GY
INC
CO
MN
EE
93.5
13,
740.
4097
.44
3,89
7.60
157.
201.
3811
6.00
2.97
272
AM
ER
ICA
NE
LE
CT
RIC
PO
WE
RC
OA
EP
44.0
011
,967
.10
54.0
714
,707
.04
2,73
9.94
5.21
54400
3.69
Tot
alU
tiliti
es25
,908
.40
30,3
59.4
84,
451.
0810
.75
1,02
6.23
3.37
1
Oth
er
56IS
HA
RE
SS
EL
EC
TD
IVID
EN
DE
TF
DV
Y70
.81
3,96
5.36
76.0
54,
258.
8029
3.44
1.51
124.
712.
9273
ISH
AR
ES
HIG
HD
IVID
ET
FH
DV
68.4
54,
996.
8574
.40
5,43
1.20
434.
351.
9216
4.76
3.03
282
GO
LD
MA
NS
AC
HS
RIS
ING
DIV
GW
IG
SRL
X17
.82
5,03
4.72
20.9
65,
920.
6888
5.96
2.10
64.4
01.
0814
7IS
HA
RE
SM
SCI
USA
MIN
VO
LE
TF
USM
V33
.89
4,98
1.83
37.2
55,
475.
7549
3.92
1.94
122.
302.
2371
VA
NG
UA
RD
DIV
IDE
ND
AP
PR
EC
IAT
ION
VIG
69.8
74,
960.
7778
.27
5,55
7.17
596.
401.
9710
1.46
1.82
313
PUT
NA
MC
ON
VE
RT
SE
CU
RIT
IES
YPC
GY
X22
.85
7,14
5.07
25.6
68,
022.
7087
7.63
2.84
195.
722.
4322
5FR
AN
KL
INR
ISIN
GD
IVID
EN
DS
AD
VFR
DA
X45
.30
10,1
74.1
450
.43
11,3
27.4
41,
153.
304.
0123
4.95
2.07
Tot
alO
ther
41,2
58.7
445
,993
.74
4,73
5.00
16.2
91,
008.
302.
191
Tot
alE
quit
ies
122,
984.
4713
3,17
6.35
10,1
91.8
847
.15
4,16
0.74
3.12
1
Fix
edIn
com
e
Pag
eR
etri
eved
On:
Jun
e09
,20
149:
29:3
5A
MT
his
rep
ort
isnot
anof
fici
alac
count
stat
emen
t.T
hein
form
atio
nin
this
report
isn
ot
com
ple
tew
ith
ou
tth
ere
qu
ired
dis
clai
mer
and
glo
ssar
y,
whic
hyo
ush
ould
read
care
full
y.P
age
6
AC
TIV
EA
SS
ET
SA
CC
OU
NT
AH
EPA
DIS
TR
ICT
#8S
CH
OL
AR
SH
IPG
EO
RG
EP
LE
ASC
A
Mor
gan
Stan
[ey
Po
rtfo
lio
App
rais
al3
57
90
10
09
20
8/
PO
RT
FO
LIO
MA
NA
GE
ME
NT
/AA
A(5
08)
751-
5654
June
06,
20
14
Qua
ntit
yS
ecur
ity/
Ave
rage
Tot
alC
urre
ntC
urre
ntM
arke
tU
nrea
lize
dP
erce
ntof
Ann
ual
Cur
rent
Sym
bol/
Rat
ings
S&
P/M
oody
sC
ost
Cos
tP
rice
Val
ueG
ain/
Los
sA
sset
sIn
com
eY
ield
($)
($1
($)
($)
(%)
($)
(%)
Cor
pora
teB
onds
20,0
00R
OY
AL
BA
NK
OF
SCO
TL
AN
DA
-/BA
A1
102.
2620
,452
.11
107.
3921
,478
.80
1,02
6.69
7.60
950.
004.
42
10,0
00PI
TN
EY
BO
WE
SIN
CB
BB
/BA
A2
104.
9610
,496
.21
106.
0810
,607
.60
111.
393.
7647
5.00
4.47
20,0
00C
RE
DIT
SU
ISS
EN
EW
YO
RK
BB
B+/
BA
A2
106.
4021
,279
.56
113.
8822
,776
.00
1,49
6.44
8.06
1,20
0.00
5.26
14,0
00G
OL
DM
AN
SA
CH
SG
RO
UP
INC
A-/
BA
111
2.24
15,7
13.8
912
1.71
17,0
38.9
81,
325.
096.
031,
050.
006.
16
10,0
00G
EN
ER
AL
EL
EC
TR
ICC
API
TA
LC
OR
PA
A+/
A1
109.
3710
,937
.18
111.
7211
,172
.10
234.
923.
9654
5.00
4.87
Tot
alC
orpo
rate
Bon
ds78
,878
.95
83,0
73.4
84,
194.
5329
.41
4,22
0.00
5.0
71
Oth
er
105
ISH
AR
ES
S&P
US
PF
DST
KID
XFD
37.9
93,
988.
4439
.39
4,13
5.95
147.
511.
4627
4.79
6.64
895
FID
EL
ITY
AD
VR
EA
LE
STA
TE
INC
I11
.79
10,5
51.5
311
.88
10,6
35.6
884
.15
3.77
487.
924.
58
6,73
0FR
AN
KL
ININ
CO
ME
AD
V2.
3415
,763
.28
2.53
17,0
27.8
71,
264.
596.
0385
4.76
5.01
1,09
4L
OR
DA
BB
ET
FLT
RT
F9.
5110
,406
.27
9.48
10,3
74.5
8(3
1.69
)3.
6746
7.29
4.50
Tot
alO
ther
40,7
09.5
242
,174
.08
1,46
4.56
14.9
32,
084.
764.
941
Tot
alF
ixed
119,
588.
4712
5,24
7.56
5,65
9.09
44
.34
6,30
4.76
5.03
1
Cas
han
dE
qu
ival
ents
Pag
eR
etri
eved
On:
June
09,
2014
9:29
:35
AM
Thi
sre
port
isno
tan
offi
cial
acco
unt
stat
emen
t.T
hein
form
atio
nin
this
report
isno
tco
mpl
ete
wit
hout
the
requ
ired
disc
laim
eran
dglo
ssar
y,
whi
chyo
ush
ould
read
care
full
y.P
age
7
AC
TIV
EA
SS
ET
SA
CC
OU
NT
AH
EPA
DIS
TR
ICT
#8S
CH
OL
AR
SH
IPG
EO
RG
EP
LE
ASC
AM
orga
nSt
anLe
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App
rais
al357901009208/P
OR
TF
OL
IOM
AN
AG
EM
EN
T/A
AA
(508
)7
51
-56
54
June
06,
20
14
Qua
ntit
ySe
curi
ty?
Ave
rage
Tot
alC
urre
ntC
urre
ntM
arke
tU
nrea
lize
dP
erce
ntof
Ann
ual
Cur
rent
Sym
bol/
Rat
ings
S&
P/M
oody
sC
ost
Cos
tP
rice
Val
ueG
ain/
Los
sA
sset
sIn
com
eY
ield
($1
($)
($)
($)
($)
(%)
($)
(%)
Unc
lass
ifie
d 19C
ASH
1.00
19.2
00.
010.
000.
00
24,0
10M
SA
CT
IVE
AS
SE
TS
MO
NE
YT
RU
ST1.
0024
,009
.86
8.50
0.00
0.00
Tot
alC
ash
24,0
29.0
68.
510.
000.
001
Tot
al24
2,57
2.94
282,
452.
9715
,850
.97
100.
0010
,465
.50
3.7
01
1W
eigh
ted
Ave
rage
2Q
uant
ity
Dis
crep
ancy
3M
issi
ngC
ost
Bas
is
Pag
eR
etri
eved
On:
Jun
e09
,20
149:
29:3
6A
MT
his
report
isnot
anof
fici
alac
count
stat
emen
t.T
hein
form
atio
nin
this
report
isn
ot
com
ple
tew
ith
ou
tth
ere
qu
ired
dis
clai
mer
and
glo
ssar
y,
whi
chy
ou
should
read
care
full
y.P
age
8
Mor
gan
Sta
nley
AC
TIV
EA
SS
ET
SA
CC
OU
NT
Exe
cuti
veS
umm
ary
AH
EPA
-DIS
TR
.8
357
902167208/
PO
RT
FO
LIO
MA
NA
GE
ME
NT
IAA
AG
EO
RG
EP
LE
ASC
A(5
08)
75
1-5
65
4
Dol
lar
Wei
gh
ted
Ret
urn
(DW
R)
Cha
nge
InP
ortf
olio
June
06,
20
14
Cur
rent
Mon
th(S
)C
urre
ntQ
trS
Cur
rent
Yea
r(5
)S
ince
Ince
ptio
n(S
)5/3
1/1
4-6
/6/1
431
31/1
4-6/
6/14
12
)31
/13
-6/6
/14
6/2
0/1
3-6
/6)1
4
Tot
alB
egin
ning
Val
ue(i
nclu
des
accr
ued
inco
me)
Net
Con
trib
utio
nspA
qthd
raw
als
Net
Inve
sted
Cap
ital
Net
Port
folio
App
reci
atio
nT
otal
End
ing
Val
ue(i
nclu
des
accr
ued
inco
me)
Cum
ulat
ive
Tot
alA
ccou
nt(D
WR
Net
Ret
urn)
275,
363.
22
0.00
275,
363.
222,
086.
6827
7,44
9.90
0.76
271,
932.
94
(1,5
00.0
0)27
0,43
2.94
7,01
6.96
277,
449,
90
2.59
268,
131.
20
(4,2
50.0
0)26
3,88
1.20
13,5
68.7
027
7,44
9.90
5.11
257,
607.
19
(4,1
38.4
7)25
3,46
8.72
23,9
81.1
827
7,44
9.90
Com
par
ativ
eP
erfo
rman
ceR
etu
rns
Cur
rent
Mon
th(¾
)C
urre
ntQ
tr(%
)C
urre
ntY
ear
(¾)
Sin
ceIn
cept
ion
(%)
5/3
1/1
4-6
/6/1
43/3
1/1
4-6
/6/1
41
2/3
1/1
3-6
/6/1
46
/20
/13
-6/6
/14
iora
lA
ccou
nt(U
VV
l-G
ross
Fetu
m)
0.76
*C
ompa
rati
vepe
rfor
man
cest
arts
atth
efi
rst
mon
th-e
ndaf
ter
ince
ptio
n.
2.89
5.73
10.6
8
Per
form
ance
for
allpe
riod
sgr
eate
rth
anon
eye
aris
annu
aliz
ed
Pag
eR
etri
eved
On:
June
09,
2014
9:29
:36
AM
Thi
sre
po
rtis
not
anof
fici
alac
count
stat
emen
t.T
hein
form
atio
nin
this
report
isno
tco
mpl
ete
wit
hout
the
requ
ired
dis
clai
mer
and
glo
ssar
y,
whi
chyo
ush
ould
read
care
full
y.P
age
9
Per
form
ance
His
tory
Tot
alA
ccou
nt]
(DW
RG
ross
Ret
urn)
9,35
Cur
rent
Mon
thC
urre
ntQ
trC
urre
ntY
ear
Sin
ceIn
cept
ion
Tim
eP
erio
d
Inve
sted
Cap
ital
___
__
__
__
__
_
Tot
alE
ndin
gM
arke
tV
alue
-P
ortf
olio
Val
ue
AA
MT
FRIR
X
LFR
FX
GSR
LX
AE
P
USM
VH
DV
HLI
EX
T
Cor
pora
teB
onds
UN
CL
ASS
IFIE
D
Oth
er
Oth
er
Oth
er
Util
ities
Oth
er
Oth
er
Oth
er
Tel
ecom
mun
icat
ion
Ser
vice
s
18, 68
5.25
19,2
84.2
5
AC
TIV
EA
SS
ET
SA
CC
OU
NT
AH
EP
A-D
IST
R.
8G
EO
RG
EP
LE
AS
CA
Mor
gan
Stan
Ley
Ex
ecu
tiv
eS
um
mar
y357902167208/
PO
RT
FO
LIO
MA
NA
GE
ME
NT
/AA
A(5
08)
751-
5654
Dol
lar
Wei
ghte
dR
etur
n(D
WR
)
Top
10H
oldi
ngs
June
06,
2014
Sec
uri
tyS
ym
bol
Cu
rren
t%
ofP
ort
Sec
tor
Val
ue($
)J
PM
OR
GA
NC
HA
SEC
O26
,079
.50
9.42
MS
AC
TIV
EA
SSE
TS
MO
NE
YT
RU
ST24
,723
.85
8.93
FID
ELIT
YA
DV
REA
LE
STA
TE
INC
I16
,425
.60
5.93
LO
RD
AB
BE
TT
FLT
RT
F15
,680
.43
5.66
GO
LDM
AN
SAC
HS
RIS
ING
DIV
GW
I15
,039
.26
5.43
AM
ER
ICA
NE
LE
CT
RIC
POW
ER
CO
1481
5,18
5.35
SHA
RE
SM
SCI
USA
MIN
VO
LE
TF
13,8
57.0
05.
00
ISH
AR
ES
HIG
HD
IVID
ET
F13
,392
.00
4.84
JPM
OR
GA
NEQ
UIT
YIN
CSE
L12
,150
.61
4,39
AT&
TIN
C11
,871
.78
4.29
Gai
n&
Los
sS
umm
ary
asof
6161
14
Lon
g-te
rmG
ains
&L
oss
es
Tot
al
11,,,
....7
42,
...,
,74
35
,76
2.7
536,4
48
.00
232,
943.
4925
2,22
7.74
Rea
lize
dT
otal
Cost
($)
Mar
ket
Val
ue($
)G
(L)
Am
ount
($)
Ass
etC
lass
Cur
rent
Val
ue
shO
rt-t
erm
Gai
ns
&L
osse
s8
,94
0.6
41U
,46
1.1
81,b
2(.
14
Lon
g-te
rmG
ains
&L
osse
s0.0
00
.00
0.0
0
Tot
al8,
940.
6410
,467
.78
1,52
7.14
Unr
ealiz
edG
ain
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acco
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137/
138/
139/
1310
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11/1
312
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2/14
3/14
4/14
5/14
6/14
Page
Ret
riev
edO
n:Ju
ne09
,2
01
49
:29
:37
AM
Thi
sre
port
isno
tan
offi
cial
acco
unt
stat
emen
t.T
hein
form
atio
nin
this
repo
rtis
not
com
plet
ew
itho
utth
ere
quir
eddi
scla
imer
and
glos
sary
,w
hich
you
shou
ldre
adca
refu
lly.
Pag
e10
Ann
ual
Per
form
ance
Sum
mar
yA
HE
PA
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PL
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ulat
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His
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1312
131/
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257,
607.
1911
1.53
10,4
12.4
8268131.2
04.
704.
7014
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14.7
5
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1406
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268,
131.
20(4
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13,5
68.7
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9.90
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Cu
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Ret
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Sin
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10.7
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Pte
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Ince
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Tim
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ism
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from
the
first
mon
then
dfo
llow
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ince
ptio
nda
tefo
rthe
follo
win
gac
coun
ts:
Fidu
ciar
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ervi
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Con
sulti
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lioM
anag
emen
tan
dC
onso
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coun
tsop
ened
prio
rto
May
1,20
03;
and
allTR
AK
Fund
Solu
tion
acco
unts
.
Pag
eR
etri
eved
On:
June
09,
2014
9:29
:38
AM
Thi
sre
port
isno
tan
offi
cial
acco
unt
stat
emen
t.T
hein
form
atio
nin
this
repo
rtis
not
com
plet
ew
itho
utth
ere
quir
eddi
scla
imer
and
glos
sary
,w
hich
you
shou
ldre
adca
refu
lly.
Pag
e11
AC
TIV
EA
SS
ET
SA
CC
OU
NT
AH
EP
A-D
IST
R.
8G
EO
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(508
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51
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June
06,
20
14
eq
uit
ies
Con
sum
erS
tapl
es
199
CO
CA
CO
LA
CO
KO
44C
OL
GA
TE
PAL
MO
LIV
EC
OC
L
Qua
ntit
yS
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ity!
Ave
rage
Tot
alC
urre
ntC
urre
ntM
arke
tU
nrea
lize
dP
erce
ntof
Ann
ual
Cur
rent
Sym
bol/
Rat
ings
:S&
P/M
oody
’sC
ost
Cos
tP
rice
Val
ueG
ain/
Los
sA
sset
sIn
com
eY
ield
($)
($)
($)
($)
($)
(%)
($)
(%)
40.3
6
67.0
7
8,03
1.15
2,95
1.08
10,9
82.2
3
40.9
9
68.0
2
8,15
7.01
2,99
2.88
11,1
49.8
9
125.
86
41.8
0
167.
66
2.95
1.08
4.03
242.
78
63.3
6
306.
14
2.97
2.11
2.74
1T
otal
Con
sum
erS
tapl
es
Ene
rgy
113
ON
EO
KIN
CN
EW
OK
E46
.27
5,22
8.10
65.8
97,
445.
572,
217.
472.
6925
3.12
3.39
101
MA
RK
WE
STE
NG
YP
TN
RS
LP
MW
E69
.44
7,01
2.94
64.7
96,
543.
79(4
69.1
5)2.
3635
1.48
5.37
158
KIN
DE
RM
OR
GA
NIN
CO
RP
KM
I37
.81
5,97
3.41
35.0
85,
542.
64(4
30.7
7)2.
0026
5.44
4.78
Tot
alE
nerg
y18
,214
.45
19,5
32.0
01,
317.
557.
0587
0.04
4451
Fin
anci
als
117
BB
&T
CO
RP
BB
T34
.28
4,01
0.21
38.6
94,
526.
7351
6.52
1.63
112.
322.
4889
JPM
OR
GA
NC
HA
SE&
CO
JPM
55.8
74,
972.
4356
.97
5,07
0.33
97.9
01.
8314
2.40
2.80
Tot
alF
inan
cial
s8,
982.
649,
597.
0661
4.42
3.46
254.
722.
651
Hea
lthC
are 42
FIR
ST
TR
ST
HL
TH
CA
RE
AL
PHA
ET
FFX
H47
.17
1,98
1.14
52.6
92,
212.
9823
1.84
0.80
0.23
0.01
129
AB
BO
TT
LA
BO
RA
TO
RIE
SA
BT
38.5
54,
972.
4040
.05
5,16
6.45
194.
051.
8711
3.52
2.19
Tot
alH
ealt
hC
are
6,95
3.54
7,37
9.43
425.
892.
6711
3.75
1.54
1
Indu
stri
als
73F
IRS
TT
RU
ST
IND
S/P
RO
DS
ET
FFX
R27
.09
1,97
7.57
30.9
22,
257.
1627
9.59
0.82
11.9
00.
52
Pag
eR
etri
eved
On:
June
09,
2014
9:29
:38
AM
Thi
sre
port
isnot
anof
fici
alac
count
stat
emen
t.T
hein
form
atio
nin
this
report
isn
ot
com
ple
tew
ithout
the
req
uir
eddis
clai
mer
and
glo
ssar
y,
whic
hyo
ush
ould
read
care
full
y.P
age
12
AC
TIV
EA
SS
ET
SA
CC
OU
NT
Mor
gan
Sta
nley
Po
rtfo
lio
Appra
isal
June
06,
2014
AH
EP
A-D
IST
R.
835
790
2167
208
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RT
FOL
IOM
AN
AG
EM
EN
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AA
AG
EO
RG
EP
LE
AS
CA
(508
)75
1-56
54
Qua
ntit
yS
ecur
ity!
Ave
rage
Tot
alC
urre
ntC
urre
ntM
arke
tU
nrea
lize
dP
erce
ntof
Ann
ual
Cur
rent
Sym
bol/
Rat
ings
S&P/
Moo
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Cos
tC
ost
Pri
ceV
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Gai
n/L
oss
Ass
ets
Inco
me
Yie
ld($
)($
)($
)($
)($
)(%
)($
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)
1,97
7.57
Tot
alE
quit
ies
148,
068.
7116
5,01
9.21
16,9
50.5
059
.59
4,61
5.34
2.79
1
Tot
alIn
dust
rial
s
Tel
ecom
mun
icat
ion
Ser
vic
es
339
AT
&T
INC
T35
.28
11,9
58.8
7
11,9
58.8
7
35.0
2
2,25
7.16
11,8
71.7
8
11,8
71.7
8
279.
59
(87.
09)
(87.
09)
0.82
4.29
4.29
11.9
0
623.
76
623.
76
0.52
1
5.25
5.25
1T
otal
Tel
ecom
mun
icat
ion
Uti
liti
es
193
UT
ILIT
IES
SEL
SE
CT
SP
DR
FUN
DX
LU36
.56
7,05
6.06
43.0
88,
314.
441,
258.
383.
0028
3.90
3.41
274
AM
ER
ICA
NE
LE
CT
RIC
PO
WE
RC
OA
EP
43.8
112
,003
.31
54.0
714
,815
.18
2,81
1.87
5.35
548.
003.
69
Tot
alU
tiliti
es19
,059
.37
23,1
29.6
24,
070.
258.
3583
1.90
3591
Oth
er
105
CO
HE
N&
ST
EE
RS
RE
AL
TY
SH
SIN
CC
SR
SX
70.0
07,
329.
7373
.82
7,73
0.06
400.
332.
7916
7.96
2.17
92F
IRS
TT
RU
ST
MU
LTI
CA
PV
AL
UE
FAB
43.3
83,
990.
9647
.00
4,32
4.00
333.
041.
5647
.20
1.09
40F
IRS
TT
RM
LDC
PC
OR
AL
PHD
XE
TF
FNX
48.7
61,
950.
4052
.57
2,10
2.96
152.
560.
7614
.00
0.66
180
ISH
AR
ES
HIG
HD
IVID
ET
FH
DV
66.4
211
,955
.64
74.4
013
,392
.00
1,43
6.36
4.84
406.
263.
0371
8G
OL
DM
AN
SA
CH
SR
ISIN
GD
IVG
WI
GSR
LX
16.8
512
,090
.46
20.9
615
,039
.26
2,94
8.80
5.43
163.
601.
0837
2IS
HA
RE
SM
SCI
USA
MIN
VO
LE
TF
USM
V32
.31
12,0
17.5
037
.25
13,8
57.0
01,
839.
505.
0030
9.50
2.23
448
PUT
NA
MC
ON
VE
RT
SE
CU
RIT
IES
YPC
GY
X22
.76
10,2
08.0
825
.66
11,5
06.3
81,
298.
304.
1528
0.71
2.43
888
JPM
OR
GA
NE
QU
ITY
INC
SEL
HL
IEX
11.7
110
,397
.27
13.6
912
,150
.61
1,75
3.34
4.39
213.
901.
76
Tot
alO
ther
69,9
40.0
480
,102
.27
10,1
62.2
328
.92
1,60
3.13
2.00
1
Pag
eR
etri
eved
On:
Jun
e09
,20
149:
29:3
9A
MT
his
repo
rtis
not
anof
fici
alac
count
stat
emen
t.T
hein
form
atio
nin
this
rep
ort
isno
tco
mple
tew
itho
utth
ere
quir
eddi
scla
imer
and
glo
ssar
y,
whi
chyo
ush
ould
read
care
full
y.P
age
13
AC
TIV
EA
SS
ET
SA
CC
OU
NT
AH
EP
A-D
IST
R.
8G
EO
RG
EP
LE
AS
CA
Mor
gan
Sta
nley
Po
rtfo
lio
Appra
isal
357902167208/P
OR
TF
OL
IOM
AN
AG
EM
EN
T/A
AA
(508
)7
51
-56
54
June
06,
20
14
Qua
ntit
ySe
curi
ty?
Ave
rage
Tot
alC
urre
ntC
urre
ntM
arke
tU
nrea
lize
dP
erce
ntof
Ann
ual
Cur
rent
Sym
bol/
Rat
ings
S&
P/M
oody
sC
ost
Cos
tP
rice
Val
ueG
ain/
Los
sA
sset
sIn
com
eY
ield
($)
($)
($)
1$)
($)
(%)
($)
(%)
Fix
edIn
com
e
Cor
pora
teB
onds
10,0
00T
OR
ON
TO
DO
MIN
ION
BA
NK
AA
-/AA
110
1.96
10,1
95.7
110
3.69
10,3
68.5
017
2.79
3.74
237.
502.
29
25,0
00J
PM
OR
GA
NC
HA
SEC
OA
/A3
102.
2725567.0
410
4.32
26,0
79.5
051
2.46
9.42
787.
503.
01
Tot
alC
orpo
rate
Bon
ds35
,762
.75
36,4
48.0
068
5.25
13.1
61,
025.
002.
811
Oth
er
1,38
3FI
DEL
ITY
AD
VR
EAL
EST
AT
EIN
CI
11.4
615
,851
.76
11.8
816
,425
.60
573.
845.
9375
3.53
4.58
689
PIM
CO
LO
WD
UR
AT
ION
P10
.28
7,07
9.91
10.3
97,
155.
1675
.25
2.58
97.1
01.
35
4,54
5FR
AN
KLI
NIN
CO
ME
AD
V2.
3110
,515
.45
2.53
11,4
99.3
398
3.88
4.15
577.
245.
01
1,65
4L
OR
DA
BB
ET
TFL
TR
TF
9.47
15,6
64.9
19.
4815
,680
.43
15.5
25.
6670
6.28
4.50
Tot
alO
ther
49,1
12.0
350
,760
.52
1,64
8.49
18.3
22,
134.
154.
201
Tot
alF
ixed
84,8
74.7
887
,208
.52
2,33
3.74
31.4
83,
159.
153.
621
Cas
han
dE
quiv
alen
ts
Un
clas
sifi
ed
24,7
24M
SA
CT
IVE
AS
SE
TS
MO
NE
YT
RU
ST1.
0024
,723
.85
8.93
0.00
0.00
Pag
eR
etri
eved
On:
June
09,
2014
9:29
:39
AM
Thi
sre
port
isno
tan
offi
cial
acco
unt s
tate
men
t.T
hein
form
atio
nin
this
repo
rtis
no
tco
mple
tew
ith
ou
tth
ere
qu
ired
dis
clai
mer
and
glo
ssar
y,
whi
chyo
ush
ould
read
care
fully
.P
age
14
AC
TIV
EA
SS
ET
SA
CC
OU
NT
AH
EP
A-D
IST
R.
8G
EO
RG
EP
LE
AS
CA
Mor
gan
Stan
Ley
Por
tfol
ioA
ppra
isal
357902167208/P
OR
TF
OL
IOM
AN
AG
EM
EN
T/A
AA
(508
)751-5
654
June
06,
20
14
Qua
ntit
ySe
curi
ty?
Ave
rage
Tot
alC
urre
ntC
urre
ntM
arke
tU
nrea
lize
dP
erce
ntof
Ann
ual
Cur
rent
Sym
bol/
Rat
ings
:S
&P
?Moo
dys
Cos
tC
ost
Pri
ceV
alue
Gai
n/L
oss
Ass
ets
Inco
me
Yie
ld($
)($
)($
)($
)($
)(%
)($
)(%
)
Tot
alC
ash
24,7
23.8
58.
930.
000.
001
Tot
al23
2,94
3.49
276,
951.
5819
,284
.24
100.
007,
774.
492.
801
1W
eigh
ted
Aver
age
2Q
uant
ity
Dis
crep
ancy
3M
issi
ngC
ost
Bas
is
Pag
eR
etri
eved
On:
Jun
e09
,20
149:
29:3
9A
MT
his
repo
rtis
not
anof
fici
alac
coun
tsta
tem
ent.
The
info
rmat
ion
inth
isre
port
isno
tco
mpl
ete
wit
hout
the
requ
ired
disc
laim
eran
dgl
ossa
ry,
whi
chyo
ush
ould
read
care
full
y.P
age
15
Ter
ms
And
Condit
ions
Of
Use
AH
EP
AD
IST
RIC
T#8
SC
HO
LA
RS
HIP
GE
OR
GE
PL
EA
SC
AM
orga
nSt
anLe
yJu
ne06
,20
1435
790
1009
208
(508
)75
1-56
54
This
perf
orm
an
ce
rep
ort
has
bee
np
rep
ared
for
yo
ur
info
rmat
ion
only
and
isnot
asu
bst
itute
for
your
offi
cial
Mor
gan
Sta
nle
yS
mit
hB
arney
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Cac
count
stat
emen
ts.
Do
not
use
the
info
rmat
ion
inth
isre
po
rtas
the
sole
bas
isfo
rin
ves
tmen
tdec
isio
ns,
nor
tak
eac
tion
rely
ing
onth
isin
form
atio
nw
ithout
con
firm
ing
its
accura
cy
and
com
ple
tenes
s.P
leas
eca
refu
lly
revi
ewth
eat
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edg
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ast
per
form
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isnot
ag
uar
ante
eof
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rere
sult
s.In
form
atio
nis
appr
oxim
ate:
The
info
rmat
ion
inth
isre
port
isap
prox
imat
ean
dsu
bjec
tto
upda
ting
,co
rrec
tion
and
othe
rch
ang
es.
We
are
not
obli
gate
dto
notif
yyo
uif
info
rmat
ion
chan
ges
.If
ther
ear
edi
scre
panc
ies
betw
een
your
offi
cial
acco
unt
stat
emen
tan
dth
isre
port
,re
lyon
your
offi
cial
acco
unt
stat
emen
t.P
rice
ssh
own
inyo
urof
fici
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coun
tst
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may
diff
erfr
omth
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show
nin
this
repo
rtdu
eto
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ong
othe
rth
ings
,di
ffer
ent
repo
rtin
gm
etho
ds,
dela
ys,
mar
ket
cond
itio
nsan
din
terr
upti
ons.
Als
o,th
efi
gure
sin
this
repo
rtdo
not
incl
ude
all
rele
vant
cost
s(e
.g.,
fees
,co
mm
issi
ons
and
taxe
s).
We
obta
inpr
icin
gan
dot
her
info
rmat
ion
from
vari
ous
stan
dard
quot
atio
nse
rvic
esan
dot
her
sou
rces
whi
chw
ebe
liev
eto
bere
liab
le,
but
we
dono
tw
arra
ntor
gu
aran
tee
the
accu
racy
orco
mpl
eten
ess
ofth
isin
form
atio
n.T
hepr
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that
you
wou
ldac
tual
lyre
ceiv
ein
the
mar
ket
for
any
inve
stm
ent
may
behi
gher
orlo
wer
than
the
pric
esh
own
inth
isre
port
.T
hepr
ices
ofse
curi
ties
and
othe
rin
vest
men
tsno
tac
tive
lytr
aded
may
bees
tim
ated
orm
ayno
tbe
avai
labl
e.F
orex
ampl
e:
•B
onds
trad
ing
less
freq
uent
ly:
We
rely
onou
tsid
epr
icin
gse
rvic
esor
aco
mpu
teri
zed
trad
ing
mod
el,
whi
chca
nnot
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ays
give
usac
tual
mar
ket
valu
es.
•A
nnui
ties
:D
ata
inth
isre
port
may
have
been
prov
ided
byth
ird
part
yin
sura
nce
carr
iers
.(N
otal
lin
sura
nce
carr
iers
prov
ide
data
onan
nuit
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for
perf
orm
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calc
ulat
ions
.T
helis
tof
prov
ider
sth
atpr
ovid
eda
tais
avai
labl
eon
requ
est.
Per
form
ance
calc
ulat
ions
are
bas
edon
annu
ity
valu
esas
ofD
ecem
ber
31,
2006
orla
ter,
depe
ndin
gon
carr
ier
part
icip
atio
n.)
Thi
sre
port
mig
htno
tre
flec
ta
tran
sact
ion
that
post
edat
the
insu
ranc
eco
mpa
nybe
fore
this
repo
rtin
gpe
riod
.D
epen
ding
onth
eca
rrie
r,an
nuit
ies
tran
sact
ions
may
bene
tof
cert
ain
fees
orex
pen
ses.
•Alt
erna
tive
inve
stm
ents
:T
heas
sets
inth
ese
inve
stm
ents
(and
inco
rres
pond
ing
benc
hmar
kin
dice
s)ar
edi
ffic
ult
tova
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valu
esm
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ral
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dex
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esm
aybe
mor
eup
-to-
date
than
the
data
for
the
alte
rnat
ive
inve
stm
ents
show
nin
this
repo
rt.
Thi
sre
port
show
sth
ela
test
gene
rall
yav
aila
ble
alte
rnat
ive
inve
stm
ent
and
inde
xda
taas
ofth
eda
teof
this
repo
rt.
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on-t
rade
dR
eal
Est
ate
Inve
stm
ent
Tru
sts
(RE
IT5)
and
cert
ain
othe
rin
vest
men
ts:
Th
ese
are
illiq
uid
and
have
nopu
blic
mar
kets
.•
For
floa
ting
rate
secu
riti
es,
the
esti
mat
edac
cure
din
tere
stan
des
tim
ated
annu
alin
com
ear
ebas
edon
the
curr
ent
floa
ting
coup
onra
tean
dm
ayno
tre
flec
thi
stor
icra
tes
with
inth
eac
cura
lpe
riod
.
We
are
not
resp
onsi
ble
for
any
cler
ical
,co
mpu
tati
onal
orot
her
erro
rsor
omis
sion
s.Y
ouar
ere
spon
sibl
efo
rpr
ompt
lyre
view
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your
repo
rtan
dse
ekin
gcl
arif
icat
ion
abou
ten
trie
sth
atyo
udo
not
unde
rsta
nd.
Ifyo
udo
not
unde
rsta
ndan
entr
yin
this
repo
rt,
susp
ect
aner
ror,
orw
ant
mor
ede
tail
son
curr
ent
pric
esor
othe
rin
form
atio
n,co
ntac
tyo
urF
inan
cial
Adv
isor
.N
otta
xor
othe
rad
vice
:The
info
rmat
ion
inth
isre
port
(inc
ludi
ngan
yga
inan
dlo
ssin
form
atio
n)is
not
inve
stm
ent,
lega
l,ta
x,ac
coun
ting
orot
her
prof
essi
onal
advic
e.P
leas
eco
ntac
tyo
urta
xad
viso
rto
dete
rmin
eth
eap
prop
riat
ein
form
atio
nto
beus
edin
prep
arin
gyo
urta
xre
turn
.T
hega
inan
dlo
ssin
form
atio
nin
this
repo
rtis
not
asu
bsti
tute
1099
form
(or
any
othe
rta
xfo
rm)
and
shou
ldno
tbe
file
dw
ithyo
urta
xes.
We
dono
tguar
ante
eno
rin
depe
nden
tly
veri
fyth
eac
cura
cyof
gain
and
loss
info
rmat
ion.
Ben
chm
arks
,ch
arts
and
grap
hs:
Ben
chm
ark
indi
ces
are
prov
ided
for
gene
ral
refe
renc
epu
rpos
eson
ly.
Indi
ces
are
unm
anag
edan
ddo
not
refl
ect
paym
ent
ofan
yex
pen
ses,
fees
orsa
les
char
ges
anin
vest
orw
ould
pay
topu
rcha
seth
ese
curi
ties
itre
pres
ents
.S
uch
cost
sw
ould
low
erpe
rfor
man
ce.
You
cann
otin
vest
dire
ctly
inan
inde
x.A
nin
dex’
sp
ast
perf
orm
ance
isno
ta
guar
ante
eof
futu
rere
sult
s.In
dex
valu
esfo
rce
rtai
nty
pes
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vest
men
ts(e
.g.
alte
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ive
inve
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ents
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tto
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tth
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rfor
man
ceof
any
Mor
gan
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nley
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ince
pted
prio
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dco
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eN
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inde
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note
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pric
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ebe
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from
ince
ptio
nto
7/20
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dto
tal
retu
ms
are
used
from
7/20
06to
pres
ent.
Use
ofre
port
:T
his
repo
rtis
for
your
own
priv
ate,
non-
com
mer
cial
use
only
.Y
ouag
ree
not
tore
prod
uce,
mod
ify,
sell
ordi
stri
bute
any
info
rmat
ion
init.
Info
rmat
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inth
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port
prov
ided
byM
orga
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tanl
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Can
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rmat
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prov
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rtie
s.T
rade
mar
ksan
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em
arks
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the
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owne
rs.
Thi
sin
form
atio
nan
dth
ese
mar
ksar
epr
otec
ted
byin
tell
ectu
alpr
oper
tyla
ws.
All
righ
tsar
ere
serv
ed.
Ass
etcl
assi
fica
tion
san
dpe
rfor
man
ceca
lcul
atio
nm
etho
dolo
gies
can
diff
eram
ong
the
vari
ous
supp
lem
enta
lpe
rfor
man
cere
port
sav
aila
ble
thro
ugh
us.
For
exam
ple,
som
ere
port
sca
lcul
ate
Tim
eW
eigh
ted
perf
orm
ance
usin
ga
wei
ghte
dor
Mod
ifie
dD
ietz
appr
oach
whi
leot
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use
ada
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proa
ch.
Inad
diti
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som
ere
port
sm
aydi
spla
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Ret
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sper
sion
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perf
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num
bers
disp
laye
don
diff
eren
tre
port
s.L
iabi
lity
and
inde
mni
fica
tion:
You
agre
eno
tto
hold
Mor
gan
Sta
nley
Sm
ith
Bar
ney
LLC
and
itsaf
fili
ates
orth
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part
yin
form
atio
npr
ovid
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liabl
efo
ran
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men
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cisi
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ake
bas
edon
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rmat
ion
inth
isre
port
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oual
soag
ree
toin
dem
nify
Mor
gan
Sta
nley
Smith
Bar
ney
LLC
and
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fili
ates
and
hold
Mor
gan
Sta
nley
Smith
Bar
ney
LLC
and
itsaf
fili
ates
harm
less
from
and
agai
nst
any
and
all
acti
ons,
clai
ms,
dem
ands
,lo
sses
orex
pen
ses
wha
tsoe
ver
(inc
ludi
ngat
torn
eys’
fees
and
cost
s)re
sult
ing
dire
ctly
orin
dire
ctly
from
any
bre
aches
orvi
olat
ions
byyo
uof
the
term
san
dco
ndit
ions
onth
ispa
ge.
Oth
er:
Thi
sre
port
do
esno
tco
ntai
nin
form
atio
non
DV
Por
mar
gin
rollu
pac
coun
tsca
rrie
dby
Mor
gan
Sta
nley
Sm
ith
Bar
ney
LLC
.A
lso,
all
acco
unts
with
am
id-m
onth
daily
fair
mar
ket
valu
eat
the
tota
lor
asse
tcl
ass
leve
lbe
low
$500
will
have
perf
orm
ance
defa
ulte
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0%un
tilm
onth
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Ple
ase
refe
renc
eth
isac
coun
tag
ain
whe
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eac
coun
tor
asse
tcl
ass
isab
ove
$500
orat
mon
then
d.M
orga
nS
tanl
eySm
ithB
arne
yLL
C.
Mem
ber
SIP
C.
Pos
itio
nsth
atar
eno
tcu
stod
ied
atM
orga
nS
tanl
eyS
mit
hB
arne
yLL
Cm
ayno
tbe
cove
red
byS
IPC
.
Pag
eR
etri
eved
On:
Jun
e09
,20
149:
29:4
0A
MT
his
repo
rtis
not
anof
fici
alac
coun
tst
atem
ent.
The
info
rmat
ion
inth
isre
port
isno
tco
mpl
ete
wit
hout
the
requ
ired
disc
laim
eran
dglo
ssar
y,
whi
chyo
ush
ould
read
care
fully
.P
age
16
Mor
gan
Stan
[ey
Glo
ssar
yof
Ter
ms
June
06,
2014
AH
EP
AD
IST
RIC
T#8
SC
HO
LA
RS
HIP
357
901009
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GE
OR
GE
PL
EA
SC
A(5
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me
The
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rned
but
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rece
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atbo
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ebe
ginn
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and
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Mor
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Sta
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rmat
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Mor
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09,
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atio
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Mor
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June
06,
2014
357
9018
6320
8I
PO
RT
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eR
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On:
June
09,
2014
3:53
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his
report
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fici
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stat
emen
t.T
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atio
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this
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ot
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ple
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ith
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qu
ired
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mer
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ssar
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8,01
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20,8
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On:
June
09,
2014
3:53
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his
report
isnot
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fici
alac
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stat
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t.T
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nin
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isn
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tew
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ired
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clai
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ssar
y,
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hy
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should
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Por
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isal
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eR
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eved
On:
Jun
e09
,20
143:
53:1
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Thi
sre
po
rtis
not
anof
fici
alac
coun
tst
atem
ent.
The
info
rmat
ion
inth
isre
port
isno
tco
mpl
ete
wit
hout
the
requ
ired
disc
laim
eran
dgl
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ry,
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chyo
ush
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read
care
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age
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Ter
ms
And
Co
nd
itio
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Of
Use
AH
EPA
DIS
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HA
RIT
YFU
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OR
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PL
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eyJu
ne06
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(508
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1-56
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Thi
sp
erfo
rman
cere
po
rth
asbe
enp
rep
ared
for
your
info
rmat
ion
only
and
isnot
asu
bst
itu
tefo
ryour
offi
cial
Mor
gan
Sta
nley
Sm
ith
Bar
ney
LL
Cac
count
stat
emen
ts.
Do
not
use
the
info
rmat
ion
inth
isre
po
rtas
the
sole
bas
isfo
rin
ves
tmen
tdec
isio
ns,
nor
tak
eac
tion
rely
ing
onth
isin
form
atio
nw
ithout
conf
irm
ing
its
accu
racy
and
com
ple
tenes
s.P
leas
eca
refu
lly
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ewth
eat
tach
edg
loss
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ast
per
form
ance
isnot
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uar
ante
eof
futu
rere
sult
s.In
form
atio
nis
appro
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ate:
The
info
rmat
ion
inth
isre
port
isap
prox
imat
ean
dsu
bjec
tto
upda
ting
,co
rrec
tion
and
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ange
s.W
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eno
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tono
tify
you
ifin
form
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panc
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betw
een
your
offi
cial
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unt
stat
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tan
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port
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lyon
your
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cial
acco
unt
stat
emen
t.P
rice
ssh
own
inyo
urof
fici
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coun
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may
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erfr
omth
epr
ices
show
nin
this
repo
rtdu
eto
,am
ong
othe
rth
ings
,di
ffer
ent
repo
rtin
gm
etho
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ys,
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ket
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upti
ons.
Als
o,th
efi
gure
sin
this
repo
rtdo
not
incl
ude
all
rele
vant
cost
s(e
.g.,
fees
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mm
issi
ons
and
taxe
s).
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inpr
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gan
dot
her
info
rmat
ion
from
vari
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stan
dar
dqu
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serv
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and
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rso
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hich
we
beli
eve
tobe
reli
able
,bu
tw
edo
not
war
rant
orguar
ante
eth
eac
cura
cyor
com
plet
enes
sof
this
info
rmat
ion.
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pric
eth
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uw
ould
actu
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show
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this
repo
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The
pric
esof
secu
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esan
dot
her
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acti
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lues
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es:
Dat
ain
this
repo
rtm
ayha
vebe
enpr
ovid
edby
thir
dpa
rty
insu
ranc
eca
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all
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ranc
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taon
annu
itie
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ceca
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The
list
ofpr
ovid
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prov
ide
dat
ais
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labl
eon
requ
est.
Per
form
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calc
ulat
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are
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edon
annu
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valu
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icip
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htno
tre
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ta
tran
sact
ion
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post
edat
the
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ranc
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mpa
nybe
fore
this
repo
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ding
onth
eca
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nuit
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sact
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tof
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asse
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and
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inde
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lues
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ect
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tiple
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Inde
xva
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the
dat
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ese
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uid
and
have
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kets
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For
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ting
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mat
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tere
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com
puta
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alor
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rors
orom
issi
ons.
You
are
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for
prom
ptly
revi
ewin
gyo
urre
port
and
seek
ing
clar
ific
atio
nab
out
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spec
tan
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wan
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ore
deta
ils
oncu
rren
tpr
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info
rmat
ion,
cont
act
your
Fin
anci
alA
dvis
or.
Not
tax
oroth
erad
vice
:The
info
rmat
ion
inth
isre
port
(inc
ludi
ngan
yga
inan
dlo
ssin
form
atio
n)is
not
inve
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ent,
lega
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coun
ting
orot
her
prof
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onal
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leas
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ntac
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xad
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dete
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form
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nto
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prep
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xre
turn
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hega
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dlo
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form
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this
repo
rtis
not
asu
bsti
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1099
form
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any
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rm)
and
shou
ldno
tbe
file
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ithyo
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tguar
ante
eno
rin
depe
nden
tly
veri
fyth
eac
cura
cyof
gain
and
loss
info
rmat
ion.
Ben
chm
arks,
char
tsan
dg
rap
hs:
Ben
chm
ark
indi
ces
are
prov
ided
for
gene
ral
refe
renc
epu
rpos
eson
ly.
Indi
ces
are
unm
anag
edan
ddo
not
refl
ect
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yex
pen
ses,
fees
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char
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vest
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ould
pay
topu
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seth
ese
curi
ties
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uch
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man
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You
cann
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inde
x.A
nin
dex’
sp
ast
perf
orm
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guar
ante
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dex
valu
esfo
rce
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nty
pes
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vest
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ts(e
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rnat
ive
inve
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ents
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eap
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tto
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ange
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san
dgr
aphs
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and
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sent
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perf
orm
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yM
orga
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and
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NA
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dex,
ple
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note
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pric
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ebe
ing
used
from
ince
ptio
nto
7/20
06an
dto
tal
retu
rns
are
used
from
7/20
06to
pres
ent.
use
ofre
port
:T
his
repo
rtis
for
your
own
priv
ate,
non-
com
mer
cial
use
only
.Y
ouag
ree
not
tore
prod
uce,
mod
ify,
sell
ordi
stri
bute
any
info
rmat
ion
init.
Info
rmat
ion
inth
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port
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ided
byM
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Pag
eR
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On:
June
09,
2014
3:53
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PMT
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age
9
Brother Frank:
This will be the first District Convention that I will not be attending for some time. I am in Wichita, KStaking a course in Appraising Aircraft.
I am writing to thank you for putting my name in front of the District Brothers for position as DistrictVeteran Committee. As a member of the Ahepa’s National Veterans Committee. I am confident thatBrother Frangos will reappoint me to this position.
Awhile back I reached out to a a few chapters asking them to appoint a Veteran from their chapter so Icould try to implement suggestions and ideas that have been presented and are on the Ahepa Website.To date I have received no response.
Please convey to those Chapter Officers in attendance the importance of appointing an individual who Ican work with.
That being said, the minutes of the District convention, 3 years ago and 2 years ago mention theidentifying of Veterans and where they are interred so they could appropriately be recognized onappropriate holidays (i.e. Memorial Day).
Nowhere does it mention how the wreaths would be paid for or how this would be accomplished. Abudget item should be included and discussed as to how it would be funded.
It is imperative that we get chapter representatives appointed so I/we can develop a registry of names.
I have attached a letter from Basil discussing what National does at Arlington National Cemetery.
Sorry I am not there to spearhead this endeavor
Fraternally,
PeterJ. Vergados
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AHEPA Bay State District 8 Convention Budget Committee Report
Saturday, June 14, 2014
1. Each chapter within District 8 pay an annual per capita fee of $5.00 per member based uponeach chapter’s previous year’s membership total, to be paid no later than May 1st of the each
year, for the purpose of funding the District 8 Lodge’s expenditures, such as GreekIndependence Parade participation, athletics programs, Public Relations, District 8 workshops,
and any other expenses that support the promotion of the Order of AHEPA.
2. A balanced budget as detailed below:
Respectfully Submitted,
Income
2014 AHEPA Bay State District 8 Convention Budget Committee Report
Expenses
George Leasca, Chair
Demetrios G. Vidalis
A)
The Committee recommends the following:
$ 3,250.00 District Per Capita
$ 1,300.00 National Per Capita
$ 20.00 Supreme Convention
$ 250.00 Website
$ 100.00 Donations
$_4,920.00
Athletics $ (600.00)
Public Relations $(1,200.00)
District Lodge $(1,300.00)
Parade Participation $(1,500.00)
Workshop $ (220.00)
Administrative $ (100.00)
$(4,920.00)
John Abate, PDG
AHEPA Bay State District 8 Athletic Director’s Report for 201 3-2014
1. AHEPA Athens Chapter 24 of Boston hosted the District 8 Bowling Tournamenton April 27th, 2014 at the Norwood Sports Center in Norwood, MA. Ten teamsparticipated. There were 3 teams from Boston, 2 teams each from Manchester NH,Nashua NH, and Lynn, as well as 1 team from Brockton. The winning teams wereManchester, NH in the A Division and Lynn in the B Division. Team and individualawards were presented following the tournament at a dinner at the Feisty GreekRestaurant in Norwood. All members had a good time and friendships withfellow brothers were made.
2. AHEPA Athens Chapter 24 Boston participated in the 2014 National HellenicInvitational Basketball Tournament in Chicago, IL on March 28-30. The team played3 games during the weekend and finished in 3rd place. All members had a goodtime and friendships with fellow brothers were made.
3. Several members of the Boston AHEPA/Sons of Pericles participated in the 2014Harry Agganis Basketball Tournament in Lynn, MA on April 4-6.The Lynn team wonthe tournament. The Lynn team consisted of 4 members of the Boston Sons ofPericles.
4. The Lowell Chapter held its Annual Golf Tournament in October. It was wellattended by AHEPA members throughout the district and friendships with fellowbrothers were made.
Thank you,
George PapalambrosDistrict 8 Athletic Director
C4
HAVERHILL. MA
Ahepa Acropolis Chapter 39 Haverhill, MA
• Number of Chapter members as of last September
32 members of which 29 paid their dues, so
As of Jan 3 members were dropped for failing to pay
• Number of Chapter members as of this June
We added 2 new members
Reinstated 1 member
Names of Brothers who have fallen asleep since last September
2 Brother Ted Guvelis and Brother George Chopas as result
26 plus 1 new member in process
Our chapter has 27 as of today!
• List of Chapter activities
59 Xmas Baskets in 2013 our 7th year doing it
College Scholarship Program - we issued 4 in 2013
Annual Man of the Year Award was issued posthumously /
Annual Greek American Golf Tournament - 84 golfers to date 2014
• Plans and goals for September, 2014
Our main goal is to hold a reception to celebrate our 90th year as a chapter
• Elected Officers for next year
We plan to and do hold our elections for officers in September
Report submitted by: James Tzitzon Chapter President
40 Buttonwoods Aye, Haverhill, MA 01835
www.ahepa39•org
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1ST A4JVNUA4L ORDER OFA.H.E.RA4. CHARITYCA4R SHOWSaturday June 21st
10.OOa.m. to 3:00p.m.Registration 9:30 to 11a.m.
Suggested donation is $1 0.00 per carAll proceeds to benefit the Boys and Girls
clubs of Lynn.
All classic and custom cars welcome.
Car clubs also welcome.
Music and Raffles
Refreshments and snacks available for
purchase.
Vendor space available.
Trophies for all car classes
Contact John @Phone. 781-367-1174
Email: iowndis@aol. corn
For more info about the Order of A.H.E.P.A.
Go to www.AHEPA.org
_________ ______________
Model
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Color____________
______________________________
Phone_-____
Email____________
_____________________________
City
_______________
Zip Code
___________
St. George Churchgrounds
54 South Common StreetLynn, Mass 01902
Year_________ Make
_______________ ________________
Name
______________________________ ____
Address
_____________________________ _______________
Make all checks payable to Order ofAhepa Chapter 50.
ziiiiiaii J.LIICIi1L us.a,1’Ji1cA.i .L
“HARRIS J. BOORAS CHAPTER #406, ORDER OF AHEPA
25 BIGELOW AVENUE, WATERTOWN, MA 02472
T: 781-704-7870 T: 617-924-8182 F: 617-924-4124
“AIENAPlTEYElN” NNUMJ CHAPTER #406 REPORT (May 18, 2013 to June 14, 2014)“ALWAYS EXCEL”
President* Due to sudden serious illness of Chapter President Thomas Tsekrekas,
AdamZapris l-\dam Zapris assumed his duties and subsequently was elected as Chap-978.7666879 ter President.
Vice-President* Chapter monthly meetings were held on the 2nd Thursday of each montl
AlbertBalcalis except July and ugust.. We appreciate attendance at our meetings781.647.9597 by Supreme Officer C. Calliontzis and District Governor F. Fotis.
SecretaryChapter members J, hate, B. Patsios and . Miliotis also served
AthanasiosVulgaropulos on the District Lodge.781.704.7870 * We had talks on interesting subjects during several of our meetings.
* 1HEP Sunday has been celebrated with rtoklasia, Memorial Service,sponsoring the coffee fellowship hour after Liturgy for all pan-
978807.1222 shioners, folbwedby a Luncheon, a talk and presentations.* On June 24, 2013, a Special Meeting was arranged for installation
ConstantineLagos of Chapter Officers by Supreme President Grossomanides, and talk.
617505.5668 * During this period, one of our members died; One transferred toanother chapter; Two members were reinstated; and five new members
AssistantTreasnrer were initiated into our chapter.
617.923.9209 * t our \HEP 2014 SUNDAY celebration we were honored by a visi.tand talk by Supreme Governor Nicholas Nikas and also honored our
VP.Hellenism past President Thomas C. Tsekrekas as hepan of the Year for ourGeorge Colt
617.262.9688 Chapter.V.P Philanthropy * Our chapter hosted the District 8 workshop on November 23, 1913,
MathewPanos at the Taxiarchae Hellenic Cultural Center, in Watertown, M
V,P.Education* Our scheduled Christmas Party for December 15, 2013, was cancelled
George Makredes due’’to major snowstorm.
R •bl* t our January 9, 2014, meeting we had the vasilopitta celebration
Vja=flSiiltY with Father Demetri Tonias officiating.617.332.4858 * Tsuccessful pokreatiko Glendi was held on February 22, 2014,
V.P.Familv&Individual by our chapter in the Taxiarchae Hellenic Cultural Center.Excellence
EfthimiosDeamantopoulos On March 15, 2014, we-showed the film on the Life of Harry gganis
978.663.6549 at the Taxiarchae Hellenic Cultural Center for the general public.* Our c.hapter supported the HEP Float at the Greek Parade, and
Captajnofth:Guard several of our members marched along.Warden * Our chapter has sponsored a team of three Highschoolers, who
CostasTingos took part in the Hellenic History Tournament, in memory of ourChaplain
. late Father Emmanuel Metaxas.Nicholas Yiokarinis .
Sentinels* Our chapter has been presenting dictionary gifts to the graduating
ArthurPatsios students of the Taxiarchae Greek School.
hDt* Many of the members of our chapter have been working at the annual
AtjetictireCirat 3—day Taxiarchae “Grecian Festival”781 893.5988 * Many of our members support and attend the annual Taxiarchae
Nameday Banquet and Dance.Board of Directors *Chairman Many members of our chapter have supported and attended the 90—
ThomasTsekrekas year Dinner—Dance of thens Chapter #24.We have been supporting the flellenic Nursing and Rehabilitation
Vice-Chairman. Center in Canton, M, and the Hellenic Cardiac Fund fo Childrenat Childrens Hospital in Boston.
Members: * Our chapter has also supported several other charities like the1HEP1.s. Charitable Foundation, Feed the Children of Greece, etc.
TheodoreTziavas* Our chapter is appreciative for the excellent support and coope
HomerYpsilantis ration of Father Demetri Tonias, the Parish Council, and theoffice personnel. We thank them for including items on HEPin the weekly Taxjarchae Bulletin and in the monthly irchangel’sCall.
0OER o
“AIEN APITEYE1N”“ALWAYS EXCEL”
PresidentAdam Zapris
978.766.6879
Vice-PresidentAlbert Bakalis
781.647.9597
SecretaryAthanasios Vulgaropulos
781.704.7870
Assistant SecretaryAnastasios Miliotis
978.807.1222
TreasurerConstantine Lagos
617.505.5668
Assistant TreasurerBasil Patsios
617.923.9209
V.P. HellenismGeorge Colt
617.262.9688V.P. Philanthropy
Mathew Panos617.924.5809
V.P. EducationGeorge Makredes
781 648.0083V.P. Civic Responsibility
Athan Galanis617.332.4858
V.P. Family & IndividualExcellence
Efthimios Deamantopoulos978.663.6549
çpjin of the GuardGeorge Loridas
WardenCostas Tingos
çainNicholas Yiokarinis
SentinelsArthur PatsiosMike Gregory
Athletic DirectorDemetrios Tsatsarones
781.893.5988
Board of DirectorsChairman
Thomas Tsekrekas
Vice-Chairman:John Abate
MembersAlex KolokythasWilliam SalamanisTheodore TziavasHomer Ypsilantis
American Hellenic Educational Progressive Association“HARRIS J. BOORAS CHAPTER #406, ORDER OF AHEPA
25 BIGELOW AVENUE, WATERTOWN, MA 02472
T: 781-704-7870 T: 617-924-8182 F: 617-924-4124
PLANS ND PROJECTS FOR THE 2014-2015 YEM
* Continue the Seniors’ Drop-In Center on Fridays, 10 1M - 1 PM,
in the 1trium of the Taxiarchae Hellenic Cultural Center inWatertown, M.
* 50—Year 7wards Dinner-Dance, honoring the brothers who havebeen in our 1HEP Chapter #406 during the past 50 years.
It will be held on Saturday, October 18, 2014, in the MetaxasHall. It will be catered with live music. Mark your calendars.
* Weekly projection of DVD Lectures on “Alexander the Great andthe Macedonian Empire”, in english. There are 36 30-minutelectures to be shown in pairs for 18 weeks.
* Support the name—day Dinner Dance of the Taxiarchae Churchin Watertown, MA.
* Support the Hellenic Nursing and Rehabilitation Center inCanton, MA, the Hellenic Cardiac Fund for Children at Children’sHospital in Boston, the Filoxenia House of the G. 0. Metropolisin Brookline, and other charities.
* Christmas Party Luncheon on Sunday, December 14, 2014;
weather permitting.* Vasilopitta celebration in January 2015.* Lecture on a subject related to Greek Letters.* Lecture on Greeks in America.* Apokreatiko Glendi on Meat-fare Saturday 2015* Sponsoring of a team of 3 Highschoolers in the Hellenic
History Tournament, in memory of our late Father EmmanuelMetaxas.
* Participate in any PIHEPA District workshop.* Participate in the AHEPA District #8 contingent at the Greek
Independence Parade in BostonprH26, 2015 7)* Efforts for membership recruitment.* Participation in District #8 and Supreme Conventions.* Visit to the Boston Metropolis Camp in Contookook, NH.
