Court Documents Pertaining to Columbia University's Lydia C. Roberts Scholarship

7/30/2019 Court Documents Pertaining to Columbia University's Lydia C. Roberts Scholarship

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ILED: NEW YORK COUNTY CLERK 05/10/2013 INDEX NO. 154375/

YSCEF DOC. NO. 1 RECEIVED NYSCEF: 05/10/


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Exhibit F


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Exhibit G


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Exhibit J


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SUPREME COURT OF THE STATE OF NEW YORK

COUNTY OF NEW YORK

--------------------------------------------------------------------------- X

In the Matter of the Application of JPMorgan Chase Bank,

N.A., Trustee of the Trust Created Under an Indenture of TrustExecuted by Lydia C. Chamberlain on March 20, 1920, for an

Order Liberalizing and Modifying the Provisions of Said Trust

Pursuant to EPTL 8-1.1(c)

File No.

NOTICE

OF PETITION

--------------------------------------------------------------------------- X

PLEASE TAKE NOTICE, that upon the annexed Verified Petition, duly

verified on April 27, 2013, and the exhibits annexed thereto; and upon the Affidavit of

Lucy Drotning of Columbia University dated August 24, 2012; the undersigned will

move the Court at the New York County Courthouse, located at 60 Centre Street, New

York, New York 10007, on May 24, 2013, at 9:30 a.m., or as soon thereafter as counsel

can be heard for an Order

(a)

removing the requirement that a fellowship recipient must be a person of theCaucasian race;

(b) modifying the Trust instrument to require that a fellowship recipient must havebeen a resident of the State of Iowa rather than having been born in said state,

and that such recipient may either be a resident of said state or a graduate of a

college or university in located in the State of Iowa prior to attending

Columbia University;

(c) modifying the restriction that all fellowship recipients must accept the award inwriting within 30 days so that the procedure for acceptance is the same as

Columbia Universitys general policy for accepting fellowship awards;

INDEX NO. UNASSI



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(d) removing the restriction that fellowship recipients must state their intention toreturn to Iowa upon completing his or her studies at the University or upon the

expiration of his or her fellowship;

(e)

modifying the Trust instrument to allow a fellowship recipient to obtainfinancial assistance in addition to the fellowship award;

(f) modifying the Trust instrument to provide that a fellowship recipient has untilthe end of Columbia Universitys add/drop period to register for courses;

(g) removing the restriction that a fellowship recipient is prohibited from teachingor receiving remunerative employment without the permission of the President

of Columbia University;

(h) removing the investment restrictions contained in Article Second, secondparagraph, of the Trust and replacing said restrictions with modern trustee

investment standards consistent with New York law;

(i) modifying the non-substantive administrative provisions of the Trust toconform to those of all other fellowships administered by the University; and

(j) granting such other or further relief as may be just and proper.

PLEASE TAKE FURTHER NOTICE that, pursuant to CPLR 401(b), an

answer and supporting affidavits, if any, must be served upon the undersigned at least two

(2) days prior to the return date of the within motion.

Dated: New York, New York

May 10, 2013


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