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DIARY Book 661 September 1-3, 1943 Regraded Unclassified - A - Book Page Africa, French See Occupied Territories Arthurdale, West Virginia See Procurement Division - C - Churchill, Winston See Financing, Government: War Savings Bonds (3rd War Loan Drive) Correspondence Mrs. Forbush's mail report - 9/3/43 661 217 - D - - Drug, Cosmetic, and Allied Industries Committee See Financing, Government: War Savings Bonds (3rd War Loan Drive) - E - Elliott. Harriet See Financing, Government: War Savings Bonds Engraving and Printing, Bureau of Cafeteria investigation requested of Thompson or Bell - 9/3/43 237 a) Report by Thompson - 9/6/43: See Book 662. page 81 - F - Financing, Government War Savings Bonds: 3rd War Loan Drive: Churchill purchase of $25 bond discussed by HMJr and Gamble - 9/1/43 51 a) HMJr's letter to Churchill - 9/2/43 130 b) Churchill and HMJr's statements at time of purchase - - 9/3/43 211 Publicity expense discussed in Congressman Taber-HMJr correspondence - 9/1/43 79 a) For non-delivery of bonds to service men correspondence see Book 662, page 150 FDR's launching of drive described in Treasury press release - 9/2/43 180 Miss Elliott's suggestions for HMJr's speeches - 9/2/43 187 Drug. Cosmetic, and Allied Industries Committee thanked for book showing record on advertising support - 9/3/43 212 Regraded Unclassified - 1- (Continued) Book Page Foreign Funds Control McDaniel, Charles B., Jr.: London funds - release of Discussed in McDaniel-Navy-State-Treasury correspondence 9/3/43... 661 238 Jesse Jones-Treasury correspondence: See Book 666, page 176 State Department-Jesse Jones-Navy-Treasury correspondence - 10/14/43: Book 670, page 210 French Africa See Occupied Territories - J - Joint Committee on Taxation See Revenue Revision - L - Lend-Lease United Kingdom: Federal Reserve Bank of New York statement showing dollar disbursements, week ending August 25, 1943 - 9/3/43 250 - M - McConnell, R. E. See Post-War Planning McDaniel, Charles B., Jr. See Foreign Funds Control - N - National Youth Administration For surplus property disposal see Procurement Division - o - Occupied Territories French Africa: "Recent developments of Treasury interest" - White memorandum - 9/1/43 93 - P - Post-War Planning "Government V-Day Problems": McConnell's preliminary outline of - 9/2/43 203 # second preliminary outline "Post-Armistice Interdepartmental Council" - 9/27/43: See Book 667, page 118 a) Chart: Book 667, page 119 McConnell-O'Connell-Rosenman conference described in McConnell memorandum - 9/28/43: Book 668, page 21 Byrnes' reaction to plan reported by Bell - 11/1/43: Book 672. page 5 Regraded Unclassified - P - - (Continued) Book Page Procurement Division Arthurdale, West Virginia: Surplus National Youth Administration property discussed in Arthurdale-White House- Treasury correspondence - 9/2/43 661 198 - R - Revenue Revision Joint Committee on Taxation See also Book 655 Transmission of material through Office of Under Secretary of Treasury discussed in Treasury-Stam correspondence - 9/2/43 172 a) Procedure explained to Helvering and Wenchel, of Internal Revenue 177 b) Discussion of letter to Stam by HMJr, Paul, Gaston, Sullivan, and Brodsky - 9/7/43: See Book 662, page 120 1) Revised draft of letter: Book 662, page 126 c) Sullivan's letter to Senator George: Book 662, pages 131 and 289 d) HMJr's letter to Senator George: Book 662. pages 133 and 294 e) Summary of discussions and exchange of information to date: Book 662, page 135 f) Revised letter (page 206) discussed by HMJr, Paul, Gaston, and Sullivan - 9/8/43: Book 662, page 204 g) Stam reply reiterating all that has gone before - 9/10/43: Book 663, page 103 Withholding Tax Gallup Poll on taxpayers' reaction after two months - - 9/1/43 77 - S - Stam, Colin See Revenue Revision: Joint Committee on Taxation - T - Taber. John (Congressman, New York) See Financing, Government: War Savings Bonds (3rd War Loan Drive) - W - War Savings Bonde See Financing, Government Withholding Tax See Revenue Revision Worms Bank PM article concerning - 9/3/43 206 Regraded Unclassified 1 September 1, 1943 9:20 a.m. TAXES Present: Mr. Paul Mr. Gaston Mr. White Mr. Sullivan Mr. Smith Mr. Blough Mr. Haas Mr. Surrey Mrs. Klotz H.M.JR: Let's get down to business. MR. PAUL: Roy has a set of tables and charts, but it seems to me one has to consider the basic questions here rather than get into those details. We don't have very much time. I think we ought to recanvass what we discussed yesterday and see just what are the implications. We have had prepared a short memorandum which shows four alternatives. I think we might go over that. (Memorandum handed to the Secretary, copy attached.) MR. PAUL: It seems to me that we have here four alternative courses of action, and we ought to have very sharply and thoroughly in mind what they are. We prepared this after a great deal of conversation after our meeting yesterday. The first one is the one toward which you seemed, to me, but not to Roy after we canvassed it, to lean yesterday morning. (Reading) "The Administration recommends that a Social Security program be considered first, with the Regraded Unclassified 2 - 2 - remaining part of the fiscal program, i.e., the purely tax matters, to be considered second. This involves the probability that the individual income tax and the corporation tax will not be increased at all, since Social Security hearings and discussions may carry on into 1944 and make it difficult to enact tax increases for political and technical reasons. This course of action therefore recognizes that our main goal - perhaps our only goal - is a Social Security program, and that the burden of presenting the bill falls largely on other shoulders. H.M.JR: No. MR. WHITE: That was not my impression at all. MR. PAUL: Then that shows we have to canvass it, because our minds haven't been meeting. H.M.JR: I don't see how you could get anything like that. MR. WHITE: My impression was-- MR. BLOUGH: Get all four and then see. MR. PAUL: "The Administration recommends that the purely tax part of the fiscal program be considered first, and that the Social Security part be considered immediately thereafter. As respects individual income taxes, we recommend a schedule which raises an amount of money ob- tained by subtracting contemplated Social Security collec- tions from the total amount we suggested be obtained from individuals. This will produce 8. lop-sided income tax schedule, since the bottom is being left open for Social Security." That is another possibility. MR. BLOUGH: That is the one I thought the Secretary was talking about. MR. WHITE: It is closer to it. Regraded Unclassified 3 - 3 - MR. PAUL: The third one is, "The Administration recommends a purely tax program. However, the individual income tax would contain a post-war credit roughly equal in amount to the sum which would be collected through an increased Social Security program. The post-war credit would contain a proviso that it could be used currently if a Social Security program were enacted next year or later by allowing individuals a credit for increased Social Security contributions." That is somewhat similar to what we called the second line of defense yesterday. "The Administration recommends 8. purely tax program. It may or may not contain & post-war credit. It would be stated that of course if in the future a new Social Security program were to be enacted, the individual income tax rates would have to be reexamined and probably readjusted in the light of the additional burden under the new Social Security program." H.M.JR: Are these alternatives what you people thought I said? MR. PAUL: No. These are alternatives that we really have to face if we are dealing with the Social Security emphasis in the program. H.M.JR: Let me ask Harry what his impression was when he left here yesterday of where I stood. MR. WHITE: It was closer to two than to any of the others. I gather that the difference of opinion is between one and two, and possibly two on page two. But I thought Regraded Unclassified 4 - 4 - what might be more clearly your thought, as I understood it, is that you would go before Congress to say that you are going to raise so much. I have forgotten whether it was a total of eight billion - eight to nine billion dollars - and that of that there was to be, I think, three and a half billion coming from excise, corporations, and income - maybe four billion dollars; it doesn't matter - and that you were to have a definite schedule prepared to raise that amount, but that that schedule would be drawn up with the understanding or with the recommendation that the remainder be obtained by a Social Security program. The emphasis, 80 far as your personal appearance, would be on the tax part of the program, which was to come first, but that you were to make it clear that both were equal parts of your recommendation, although the burden of carrying out the discussions and the hearings on the Social Security part would - the main responsibil- ity presumably would be Social Security with the Treasury going along supporting them because of its inter-relationship with the tax program. But you would put your emphasis on the hearings in the tax part of the program - your emphasis in the general program - both - and this was to be part of 8 general pro- gram, and taxes was to be part of that general program. (The Secretary held a telephone conversation with Judge Rosenman.) MR. WHITE: I can give you some information about Currie. Currie had been doing some work for Byrnes and others, and Crowley is finding the relationship between OEW and the various other departments becoming more complex Regraded Unclassified September 1, 1943 5 9:30 a.m. HMJr: Hello. Operator: Go ahead. HMJr: Hello. Operator: Mr. Secretary, Judge Rosenman, sir. Judge Rosenman: Hello. Operator: Secretary Morgenthau. HMJr: Hello. R: Henry? HMJr: How's your back? R: My back is all right. I think you have a filthy mind. HMJr: I don't know what you mean. R: (Laughs) Well, you're cracked if you wouldn't ask me what's the matter while Dorothy isn't around. HMJr: Oh, oh! R: Henry, may I make a discreet inquiry as to whether you are going up this week-end? HMJr: Uh R: And if 80, when? (Portion of conversation not recorded.) 9:32 a.m. R: I think I'll be coming down about the end of the month. HMJr: Oh, you would? You're going - you're going to resign? Regraded Unclassified 6 - 2 - R: Yes, sure. HMJr: I Bee. R: I don't know what I'm going to live on but.... HMJr: Well, I'll be glad to have you here. R: oh, thanks very much. HMJr: Tell me what's the significance of this move of Currie's? R: Of whose? HMJr: Lauch Currie. R: I haven't heard of any move. What is it? HMJr: Well, I just read in the paper that he's Executive Secretary of the Office of Economic Warfare. R: Oh, he's - he's left the.... HMJr: reah. Don't you read the papers? R: What 1s 1t? Today's? HMJr: Yeah. R: I haven't read it yet. You mean he's resigned as an Executive Assistant? HMJr: No, I don't think 80. R: I don't know. I'd have to find out. HMJr: Yeah. R: I'll go to work on that. HMJr: Do that. Okay. R: All right, Henry. In case - I'll get in touch with you.... HMJr: All right. R: ....as early as I can. HMJr: Thank you. Regraded Unclassified 7 - 5 - as he gets closer to it, and Byrnes likewise is having considerable difficulty in attempting to decide what the appropriate lines of demarcation of each agency should be. So they have decided to ask the President to borrow Currie for a couple of months to examine the whole situa- tion and see what recommendations he might make with respect to clarifying the problem. H.M.JR: Those things which come under Crowley - did he confine it to that field? MR. WHITE: It is OEW, but Crowley's outfit touches Lend-Lease, Lehman's outfit, the State Department, and Foreign Funds to some extent. He said that he didn't intend to go into that at all. H.M.JR: Leave Jones' outfit alone? MR. WHITE: No, Foreign Funds. H.M.JR: Certainly the publicity doesn't say that. Let me, so that other people don't put ideas or words into my mouth - and I think I am in accord with practically everybody with the exception of you (Paul)-- MR. BLOUGH: On the understanding of what you said yesterday - is that what you mean? H.M.JR: Yes. You people have woven all kinds of things into this. MR. BLOUGH: These four are not intended to be what you were interpreted as saying yesterday, only the two on the first page. H.M.JR: If you don't mind, I don't like any of it. I haven't changed one bit from where I was yesterday. That is this, I would like to go to the President of the Regraded Unclassified 8 - 6 - United States with a Treasury recommendation that the next bill that Ways and Means takes up is 8. bill which will add to the present income tax schedule the present victory tax - abolish the victory tax - and then on top of that would come something approaching the Wagner Bill on Social Security. Then on top of that would come the excise taxes, increased corporation taxes, and the increased income taxes. Now, the income taxes - we are going to say somewhere between eight, seven on the high and a lower level, depend- ing on how it looks. This would be an Administration program. Certainly some kind of introduction should be given to it to the Congress by the President. Then what I thought the discussion was - I thought We had agreement on that thing. The discussion was, should we have a second line of defense? And if so, what should it be? Now, Herbert, you are a pretty good reporter. Am I saying anything different this morning than I said yesterday? MR. GASTON: As to the desirable objective, we were all agreed that we would like to have the President come out strongly for a Social Security program. We would like to have tax schedules enacted which would finance Social Security. The increases in the lower income brackets would be primarily for the purpose of financing Social Security. Of course, that does raise questions of strategy that we hadn't fully met. Congress may decline to consider a Social Security tax scheme until action has been taken on a Social Security law. What Randolph is pointing out here is that if we are to consider a Social Security tax as an integral part of a general tax scheme, they may either divert their whole inquiry into the question of Social Security taxes, or they may want to throw the Social Security tax out and Regraded Unclassified 9 - 7 - discuss a tax scheme without regard to Social Security. H.M.JR: Yes, but that is in the realm of surmise, and also I know what the President would say. If he agrees on this thing, he would say, "Now, Randolph is worrying whether they will take up Social Security first or taxes first. Well, that is something for Congress to decide, and I don't see why we should-- MR. PAUL: They won't want to take them up together. They will want to have separate hearings, whichever is first. MR. BLOUGH: They don't consider them in the same category at all. MR. GASTON: Of course they are part of the tax scheme. H.M.JR: What I am trying to do is formulate and present a program to the President which will take care of the present situation, anti-inflation and a social standpoint, and this doesn't. Now, the way I feel today is, I am not going to go any further than that. I am not going to try to look upon all the arguments they can give against it. I want to get it to the President. I want to get it to this crowd and see if they like it. The way I feel this morning, I don't want to weaken my position by immediately saying, "If this doesn't go I have another one up my sleeve. There is time enough to give them an alternative when the President turns us down. I would like to go to the President - the President is a pretty good strategist - and have him say, "All right, we will go down the line on this. MR. GASTON: I think we have to remember this, if they decide on Social Security, sooner or later it will upset Regraded Unclassified 10 - 8 - any tax scheme that you have evolved and you will have to go over the whole tax schedule again in order to work a Social Security tax scheme into the general tax scheme. Anything that you will have done in advance on taxes is thrown out the window - has got to be thrown out the window if you adopt the Social Security plan. I think it is vital to face that Social Security issue first. MR. WHITE: Why is that so, Herbert? MR. GASTON: We can't draft a tax scheme which will have the necessary counter-inflationary effect in the low levels whether it is forced lending or a tax scheme, or whatever it is. You can't adopt such a scheme and then superimpose heavy Social Security taxes on top of that. MR. WHITE: Nobody is suggesting that. You are suggesting the very opposite of that, as I understand it. What you are suggesting doing is by making a recommendation - the President making a recommendation that both things be adopted. Your portion of the responsibility of drafting the tax proposal is drawn with the assumption - with the understanding that it is a part of the program, and hence you draft the tax part in the knowledge that the Social Security part follows & certain pattern. You are able to get that pattern either from the Social Security people or from your own ideas. That doesn't mean that Congress will end up by accepting either the pattern which you give as taxes or the pattern they give as Social Security; but as far as the thing you present is concerned, you present an inte- grated plan. MR. GASTON: That is exactly my position, Harry. H.M.JR: That is my position. MR. GASTON: We are exactly in agreement. H.M.JR: That is mine, and we could sit here from now until the first of the year and say which should go first, this, or that. The President gets these two fellows Regraded Unclassified 11 - 9 - together, and the thing moves like chain lightning, and all the plans we make go overboard, but that doesn't mean that we haven't presented an integrated plan to the President. Once we get Doughton and George in the room, or Vinson and Byrnes, all I am going to attempt to do is to have an integrated plan which is based on sound economics. MR. PAUL: I think - I am sorry . I agree that we should have a sound plan based on integrated economics, but I think we have to be prepared for a lot of eventual- ities. The President may call George and Doughton in and they may say, "Mr. President, we don't want to take up Social Security, or they may say, "All right, if you request us we will take up Social Security, but then we will have to put off the tax, or they may say, "We would like to take the tax first. H.M.JR: But Randolph, neither you nor I are going to have a chance to pass on those things. MR. PAUL: But I don't want to be caught off base and be completely unprepared. H.M.JR: The first time we go we will see the President ithout these people, see. We will go and see him without them. Then he will raise these various questions and we will go over the whole thing. I have no objection to raising them with him. MR. PAUL: Of course I want to raise them with you first, because I want you to see where all these-- H.M.JR: You pointed out to me - and you did last night over the phone - I think that is possibly what got you wrong. I realize perfectly - let's say that this may mean - All right," they will say, "we will show them. We will stall this whole thing and just do Social Security for six months and no taxes. Or they may say, "We will do taxes, promise to get that through and then promise Regraded Unclassified 12 - 10 - to take up Social Security." All of those things are within the realms of possibility over which nobody in this room will have any control. Now, all I feel is this - this is the way I feel, that it is up to the Treasury to give the President an integrated plan which he can look at by himself and say, "I like it, or "I don't like this part. I want this in." Then he will say, "All right, it suits me." And if you want to point out the hurdles - if you feel that is part of your responsibility to point them out to the President the way you have to me, I certainly won't object. But if you don't mind my saying it, I think it is a futile effort on my part - I mean, I don't feel as though I were going into 8. court and was going to have the District Attorney there raising all kinds of objections for my evidence and all the rest of the stuff. All I have to do to fulfill my responsibility is to give the President 8 complete plan. MR. GASTON: I think this question of alternatives is in the very highest levels. In other words, I think that the President needs to canvass the situation and get some agreement with leaders that they will or will not take up an integrated plan. Then if they won't - if there is absolute resistance against it - I think that is in his hands. And if there is absolute resistance and they won't consider it, we will need to be prepared with some alternatives. MR. PAUL: That is right. Things may move very fast. I agree exactly with what you say, Herbert. These questions are not subsidiary questions. They are on the very highest level. I don't think the President should consider - first the Secretary should consider going ahead on this plan, which I would like to see if it could be put through generally without considering what may happen about it in the practical world up there on the Hill. Regraded Unclassified 13 - 11 - MR. WHITE: I don't understand the force of that position. There are two approaches; one is what you and your technical staff do. Obviously, they must be prepared for contingencies. You can't do in a week or two what should take a month to prepare. I presume your staff already has, or is in the process of - I am sure they already have or are in the process of preparing what you regard as a second and possibly 8 third alternative. The research staff - the technical staff has got to be prepared for contingencies because you cannot prepare that in & brief time. That is an aspect no one disagrees with. There is quite another aspect of that, and that is what decision will be made on political grounds, and I assure you that the decision will be made wholly on political considerations. You prepare & program for the President; the President says, This looks good to me," and he calls the leaders. The leaders say they don't like it for this, that, and the other reason. The President either changes his mind, or he doesn't change his mind. He says, "This is what I want. You fellows go ahead and do what you want." He goes to the public on it, in which case you also go ahead in the way you originally intended. Now, if on the other hand, the President, after talking with them, says, "I guess we can't get them to go along; we will have to adopt other tactics. What shall we do?" you come to him with another plan. It doesn't take more than a day to talk over what that shall be. You will at least have & day. It has nothing to do with your technical preparation. I don't understand your (Paul's) concern about being ready. MR. PAUL: It is not my concern about being ready; it is my concern that the Secretary make up his mind on the basis of what may actually happen, and not completely be-- H.M.JR: May I answer you 88 to why I can't? If it were my sole responsibility, then it would be right to Regraded Unclassified 14 - 12 - press me on this. It isn't, and I don't envisage my responsibility beyond giving the President a plan. Then it is his responsibility to decide what he is going to do with it. I agree it is our responsibility to be ready if he says, "I want this or that,' to have the answers. But I am not going to make up my mind beyond that I like the plan. MR. PAUL: That is just my point, that I don't think you can intelligently make up your mind without considering all the alternatives. H.M.JR: That is where I differ with you. MR. GASTON: Can't this be done, Randolph, the Secretary presents this integrated plan and says, "Now, Mr. President, if you find on canvassing the leaders and 80 on that it is impractical - that we can't do that - of course we will have alternatives to give you later"? MR. WHITE: You don't have to say that. The President knows always that there are alternatives. He has always had to resort to them. H.M.JR: Look, Herbert, you come in with me - I don't care what it is - on any complicated front and you have taken six months to study the thing - now before I even get to read it you say, "O.K., if you don't like it, I have another one." It distracts me. My whole argument is, all the time these people give me alternative memoranda. I say, "Tell me what you want; don't give me alternative memoranda." The President would have a perfect right to say to me, "Henry, do you or don't you like this?" I hate personally - maybe that is the trouble - I hate these alternative memoranda. I like my staff to come Regraded Unclassified 15 - 13 - in and say, "Here is a thing, and here is a letter of transmittal. Now, this is what we recommend. MR. WHITE: The only time alternative memoranda are justified is when we don't want something you want, 80 we give you what you want and say, "We don't like it; we have something we want." (Laughter) MR. GASTON: That is exactly what I was suggesting the Secretary say to the President. Of course he won't need to say it. The President will know that if he can't get away with this he will have to call for alternatives. MR. WHITE: He doesn't have to say that because the Secretary is recommending that. When Randolph says he can't make an intelligent decision - Randolph said this was a complete plan. Apparently he has made a decision. MR. PAUL: That is in an ideal world. You have to decide when you present this integrated plan if you are considering - you have got to consider the alternative; that may mean no tax program at all. MR. WHITE: It seems to me you are arguing against the recommendation. I don't see how you can stand on two positions. Either you think it is the best tactics, to present this program, taking whatever other alternatives you have in your mind, or up your sleeve; but either you believe it is the best tactics to recommend this plan, in which case you stop talking about alternatives, or you don't believe it is the best program, and introduce the question of alternatives through the back door. MR. PAUL: I did not say that I considered it the best tactics. I said that I would consider it the best plan if it could be adopted. MR. WHITE: That is a weasel; you know that. It is a weasel because we are always up against a position - we all have a million good plans that are not practical. I hold that a plan that is not practical is not & good plan. Regraded Unclassified 16 - 14 - MR. BLOUGH: It is ten to one that this one isn't practical. MR. WHITE: Then if you feel - it is not a question as to whether it is practicable in the sense of being worked out. MR. BLOUGH: I don't mean that. It is practical in that sense entirely. I mean, politically. MR. WHITE: There is one simple decision, whether the Administration ought to come out in the first instance with & program of this kind. If you believe that it should, that is the alpha and omega of the practicability of it. It is not 8 question of what happens after that. Now, if you believe that this is 8. desirable program for the President to come out with, you stop there. You will make that recommendation. If there are doubts in your mind that the President ought not to come out with it - mind you, not because he may not be successful - that is not for your concern, that is his concern-- MR. BLOUGH: You have always taken the other position. MR. WHITE: No, I don't think I have. MR. BLOUGH: Your position has always been we should assess the possibilities of success. MR. WHITE: Sometimes, but there are other factors which you are considering here. One of the very important factors you are considering here which you can't leave out, except by distorting the whole thing, is the political value of coming out with a plan of this character. H.M.JR: Harry likes my plan; after all, he can change his basis. (Laughter) MR. WHITE: Why should I be consistent? (Laughter) H.M.JR: The other times he didn't like it. (Laughter) This time he likes it. Regraded Unclassified 17 - 15 - MR. HAAS: Let's discuss one of the main worries, that Social Security may be taken up first. If you are to go over this program as outlined and pick out that phase most effective on inflation, you would pick out the Social Security tax part. What if that did come first and was enacted? From a political consideration then they would feel bound to go in and put some more taxes on. They wouldn't leave them just on the low side - Social Security, or otherwise. So it seems to me if it takes its natural course- H.M.JR: ... Social Security comes first. MR. SURREY: I am not sure you would ever get to the second part. MR. HAAS: I am not a politician. H.M.JR: Well, look, gentlemen, you might just as well stop arguing, because I have listened to this thing. I have had plenty of time to think about it, and I would like to present this to the people coming in at ten as a Treasury plan unless you don't want me to do that. MR. PAUL: Not at all. We have the plan ready. H.M.JR: All right, we will present it as an integrated Treasury plan and we will hear their objections. And tomorrow afternoon again at four o'clock we will present it as a Treasury plan and we will hear their objections. Next week I will ask for an appointment at the earliest possible time that the President can see us to present it to him. Now, we have a number of hurdles to cross. We have to see Senator Wagner, and we have this one at ten, and another one - as we go along I would like to go on the basis - I am perfectly willing to be accused of being a star-gazer, and 80 forth, and so on. You talk about Congress not wanting it; Congress, after all, in the final analysis listens to people. They are much more sensitive Regraded Unclassified 18 - 16 - to it than some people are, like Drew Pearson's column, if that is possible. If they hear that a number of their constituents want it, then they get interested. I don't know whether we can make North Carolina inter- ested, or Georgia. MR. PAUL: Or George, not Georgia. H.M.JR: I mean Caorgia. But I would like to go through this thing in all sincerity up to the point of presenting it to the President. Then let's hear what he has to say. MR. PAUL: If you want to present it, I think you should, and I am all for presenting it. I simply don't want you to make any decisions on things without seeing what you are going up against. H.M.JR: That is all right. I am perfectly conscious of what we are going up against. I said there might not be a chance for nine years, and Sullivan said I was taking a defeatist attitude, and he was perfectly within his rights to say that. MR. WHITE: I am not so charitable to Randolph. I can't understand Randolph's view; and because he is in charge of taxes, I think it needs to be further clarified. MR. SULLIVAN: I can get it, his view. Here is the situation, Harry: Here we have a plan which we think is the best thing in sight and the best thing for the country. There are two obstacles that Randolph recognizes, and which I appreciate, although I think that one at least is artificial. It 80 happens that Social Security is not administered by the Treasury Department. It also happens that there is a traditional dislike for increases in Social Security in the tax committees. From now on, with the rates we have, you just can't treat Social Security and taxes separately. They have a tremendous effect on each other. Regraded Unclassified 19 - 17 - Now, what I say is this, that with the situation the country is in now and with the tremendous need for 8. pro- gram of the kind the Secretary has proposed, it is time to do away with this distinction between the Treasury and Social Security and work together on it. It is time for some real heat to be put on the Congress to get over this idea that they can always put Social Security ahead another eighteen months. And if there is enough drive, I think it can be done. MR. WHITE: I agree with you wholly, but I think it is quite irrelevant to what Randolph's position is. H.M.JR: Let White get it off his chest. MR. WHITE: What I am saying is this, it seems to me, Randolph, you are for this plan, you are for this recommendation to the President, but you say you want the Secretary to thoroughly understand the alternatives because of the excellent chance - if not almost a certainty - that you will be confronted with the necessity for making alternatives. Now, why are you so insistent on having the Secretary understand the alternatives at this stage of the game unless there is in the back of your mind the feeling that because of the alternatives that is not the best plan to recommend; and if that is in the back of your mind, why not say you don't agree this is the best plan to recom- mend - if I am interpreting what is going on in your mind correctly. MR. SURREY: I wouldn't say that was Randolph's position. I think I know-- MR. WHITE: If I can interpret his mind, he is entitled to it. (Laughter) MR. PAUL: I think I need a lawyer. (Laughter) MR. SURREY: I think the confusion of alternatives - what Randolph wants to know, to use the Secretary's metaphor, is just exactly what star the Secretary is gazing at. Randolph wants to indicate, as I see it, that this program involves with it the implication that you may have no taxes at all. Regraded Unclassified 20 - 18 - Now, as long as you realize that, you still may be for the program - and that is the first thing to be decided, is what Randolph is saying-- MR. SULLIVAN: I am voting on that right now. If it is a question between trying for what the Secretary wants and losing it, or getting an extra three billion dollars in taxes, I will go with the Secretary and not get anything at all. MR. SURREY: That is all right. That is what Randolph is trying to get across. H.M.JR: I don't know whether it was 8. poet or who it was, but somebody said, "Hitch your chariot to a star." See, that is me. (Laughter) MR. WHITE: Somebody else said, "Don't have your head in the clouds." (Laughter) MR. GASTON: What we are talking about is purely a question of strategy. It is perfectly clear in my mind that what should be presented to the President now is this inte- grated plan. Of course it needs to be made clear to the President - or I don't know whether it needs to be or not, that this is a movement that has to be taken on all fronts, an Administration movement in which we are demand- ing Social Security legislation and integrating a tax plan with it. MR. WHITE: Right. But unless Randolph believes this implicitly - if he doesn't believe it, now is the time for him to say SO. If he does, he should have no reser- vations. MR. PAUL: I will give you & memorandum on what I believe. MR. WHITE: You mean you don't think you made it clear? (Laughter) MR. GASTON: Of course in the shop we will have alternatives ready for presentation if the President Regraded Unclassified 21 - 19 - tells us we can't get to first base - that it can't be done. H.M.JR: What White should 80 is give Paul a question- naire. (Laughter) MR. PAUL: I will give you a memorandum later in the day on what I believe, and I will-- MR. WHITE: No swear words in it. (Laughter) MR. PAUL: I will quote from a French poet, using the star metaphor. (Laughter) I will give it to you later. I don't want to conceal anything. H.M.JR: Again using sort of a metaphor example, I don't think we want to lose sight of the tree on account of the forest. I think you (Paul) are seeing so many possible objections through your highly technical training that possibly you lose sight of the tree. MR. SMITH: Aren't those objections all going to be taken care of abruptly when the President calls in Mr. Byrnes? H.M.JR: Of course. MR. SMITH: Mr. Byrnes is going to say, "That is a fine schedule, only we ought to have compulsory savings instead of this." Then the President makes up his mind one way or the other, and everybody is together. (Laughter) H.M.JR: As long as Harry has been so frank - I can't be as frank as Harry, or as forceful-- (Laughter) MR. WHITE: Randolph wouldn't recognize me if I weren't frank. (Laughter) H.M.JR: I like your frankness. You have helped me out a lot this morning. The point that I am making - I come in and say this thing, "Here is my second line of defense," and then Mr. Byrnes has his second line of defense, and Mr. Vinson has Regraded Unclassified 22 - 20 - his second line of defense, and we have half 8 dozen alibis, why we shouldn't have this. MR. SMITH: Your second line is going to be awfully close to Byrnes'. MR. SULLIVAN: You mean the one that was suggested yesterday? I don't know as that is the Secretary's yet. MR. SMITH: I mean any-- H.M.JR: My own feeling is, I don't think that is necessary. The thing is going to move 80 fast. I am repeating myself, but I think Paul and his staff should have all the answers to whatever the President may raise. MR. WHITE: Did you get that - "all?" (Laughter) MR. BLOUGH: "All" the answers. (Laughter) H.M.JR: Well, I haven't seen those schedules. We might as well show them when McNutt comes in. MR. BLOUGH: As you wish. I have got them. H.M.JR: Now, who ought to stay? Paul, how much of this staff do you want? MR. PAUL: Roy should stay, because he has all the schedules. That is all I think we need. Regraded Unclassified 23 Four alternative courses of action appear under consider- ation (For the rest of this memorandum it is unimportant what is the overall figure for individual collections - it is merely assumed that the same overall amount is used in each case): A. The Social Security and purely tax aspects integrated and prompt action presupposed on Social Security: (1) The Administration recommends that a Social Security program be considered first, with the remaining part of the fiscal program, i.e., the purely tax matters, to be considered second. This involves the probability that the in- dividual income tax and the corporation tax will not be increased at all, since Social Security hearings and discussions may carry on into 1944 and make it diffi- cult to enact tax increases for political and technical reasons. This course of action therefore recognizes that our main goal - perhaps our only goal - is a Social Security program, and that the burden of presenting the bill falls largely on other shoulders. (2) The Administration recommends that the purely tax part of the fiscal program be considered first, and that the Social Security part be considered immediately thereafter. As respects individual in- come taxes, we recommend a schedule which raises an amount of money obtained by sub- tracting contemplated Social Security col- lections from the total amount we suggest be obtained from individuals. This will produce a lop-sided income tax schedule, since the bottom is being left open for Social Security. Regraded Unclassified 24 - 2 - B. Tax program with future consideration of Social Security indefinite; (1) The Administration recommends a purely tax program. However, the individual income tax would contain a post-war credit roughly equal in amount to the sum which would be collected through an increased Social Security program. The post-war credit would contain a proviso that it could be used currently if a Social Security program were enacted next year or later by allowing individuals a credit for increased Social Security contributions. (2) The Administration recommends a purely tax program. It may or may not contain a post-war credit. It would be stated that of course if in the future a new Social Security program were to be enacted, the individual income tax rates would have to be reexamined and probably readjusted in the light of the additional burden under the new Social Security program. Regraded Unclassified 25 September 1, 1943 10:05 a.m. TAXES Present: Mr. Gaston Mr. Paul Mr. Blough Mr. McNutt Mr. Altmeyer Mr. Maggs H.M.JR: The reason I asked you to come over was this. As you may know, we have been trying to prepare an anti-inflation, social program for the President; and we think we have one now which we would like to tell you about. I very briefly outlined it for the President over the week end, and he liked it. Very briefly - and you can ask these people ques- tions - we are talking about taking out present tax structure, consolidating into that the Victory tax; then for the lower income group, the three thousand or under, we want to build into this Administration program some- thing like the Wagner bill on Social Security. Then we would start our income tax increases at levels from three thousand dollars up. Social Security will take the place of that at three thousand and below. Then we are talking about an increase of about a billion dollars in corporation taxes and about two billim dollars in excise taxes. Now, I might as well say here what we feel, that it is a good anti-inflation measure, it is good on the social front, it is good politically, and it is good postwar. MR. McNUTT: I will take the last three. I think the first you had better not put the emphasis on. Regraded Unclassified 26 - 2 - H.M.JR: Anti-inflation? MR. McNUTT: Yes. H.M.JR: Well, our people around here differ because they feel that it will take a little time to get the thing started; that if they went to the six percent in the Wagner bill it would be somewhere around seven billion dollars and take about a year and a half to two years before it could be effective, before the money would be- gin to flow out again. MR. McNUTT: The point I am getting at is, place the emphasis on the benefits for these people. H.M.JR: Rather than-- MR. McNUTT: That is the proper sales program. H.M.JR: What we are trying to do is this, to build a complete program which I hope the President will take the leadership on, you see, because it includes Social Security, and he might say this is what he wants. Now, in talking with him he said to me that he had been groping for something and this seemed to fit him like a glove for what he wanted. Of course he would have to support the thing because immediately - and he would have to do the talking with George and Doughton because Doughton just doesn't want to take up Social Security. MR. McNUTT: I know he doesn't. H.M.JR: And I can't tell all the angles it will take once it gets to the President. I mean, you know he will have his own ideas, but I didn't want to move on this thing and present this tomorrow afternoon at four o'clock without first talking with you people alone and find out what - you might say, "Well, look, under no circumstances do we want you to do this." Then that would be something else. Regraded Unclassified 27 - 3 - MR. McNUTT: I think I can state our position very briefly. We believe in the Social Security program, the thing that has been worked out, both for present and post- war purposes. I think it should be sold on its merits and that there should be no attempt to sell it as an anti-infla- tionary measure. In other words, you will get a better return from the public itself if you show them that this thing is sound fundamentally, and it is. Of course they haven't wanted to touch it up there, and it has been on account of pressures from the other side. But it is sound, and I think we can make a very good case. But I do believe we should leave off the part that it is an anti-inflation measure - and I am against inflation. MR. GASTON: Governor, we are bound to consider the possibility of Social Security levies in connection with anything we do on taxation because the impact of any scheme of pay-roll taxes and other taxes on Social Security is going to be so heavy, 'especially in the low levels, that if we attempt to consider a general tax measure without considering the question of whether a Social Security plan is going to be enacted we are working in a vacuum. We will have all of our work to do over again. MR. McNUTT: I quite agree. MR. GASTON: If Social Security is not to be enacted, we are going to have to supply anti-inflationary taxes in the low level to form a part of a general tax scheme. It is perfectly useless for us to go up before Congress and propose a tax bill in which we ignore Social Security prospects because you are talking about raising funds in the quantities of six billions of dollars. It would be absurd to talk about overlaying them onto something we had planned for revenue purposes Regraded Unclassified 28 - 4 - and for counter-inflationary purposes and then overlaying that, with its immense impact on the low levels, on top of that scheme. So we have got to mnsider it 88 one problem. MR. McNUTT: I agree you should. MR. GASTON: Of course in presenting it we will have to say that if they don't have these Social Security levies we will have to have corresponding counter- inflationary taxes in that level. MR. McNUTT: All right, I agree that you should con- sider it as a part of your over-all problem, but I am talking about what the effect is going to be on these people themselves. I am talking about the long-range Social Security program, in which I believe wholeheartedly. H.M.JR: He thinks there is more advantage in stressing the benefits rather than the anti-inflation. MR. McNUTT: Certainly you should take all of these things into consideration. MR. GASTON: I understand. I am inclined to think that the people who benefit pretty well understand that. We get the reactions from the labor union people, and they tell us - they have told Mr. Paul, "We don't think there ought to be heavier taxes just as taxes in the levels below three thousand dollars, but Social Security, yes. We are willing to accept heavy pay-roll taxes in that area." They are already sold on that. MR. McNUTT: All well and good, but I still go back to the point, which is & very practical one - and I have had some experience in it-- H.M.JR: Well, we don't have to argue. I mean, the whole purpose of this meeting was to get the benefit of your advice and see how you feel. MR. McNUTT: We are for the program. Regraded Unclassified 29 - 5 - H.M.JR: If you have any objections to our moving forward on this front-- MR. McNUTT: Not at all. We are for the program but feel the emphasis, as far as Social Security is concerned, should be placed on the benefits to accrue therefrom. I for one feel very deeply that we are going to need to do now several things that we couldn't do after this war is over and that the demands after the war will be such that we should have a base which will enable us to meet it without going through all of the terrors that we went through in 1932 and '33. H.M.JR: All I can say on that point is I will certainly give it very careful consideration - I mean what you said. I would like to talk it over with my people. MR. McNUTT: Arthur, do you agree with me? MR. MAGGS: I was-- MR. ALTMEYER: Go ahead. MR. MAGGS: I am afraid I may be taking it a bit afield. I was going to ask, could you give us some notion of the comparative impact on people whose incomes are under three thousand dollars of the two things. H.M.JR: Mr. Blough has that. MR. MAGGS: Would the Social Security, say, take twice as much money from them as the increases that you would put in the income tax for people below three thousand if you didn't have Social Security? Would it be twice as much, or three times, or seventy-five percent more? MR. PAUL: It would be more. Regraded Unclassified 30 - 6 - H.M.JR: Roy Blough has that. What have you got, Roy? MR. BLOUGH: It depends on the level. The income tax exemption at present for a married couple with two dependents, for example, amounts to nineteen hundred dollars of net income. If you had an increase beyond the scheduled two-percent rate on employees next year, of four percent, you would of course have that four percent right down to the bottom. For the family with nineteen hundred dollars of ne t income you would have an increase in Social Security taxes of approximately eighty dollars, with no increase in income taxes unless the exemptions are lowered. MR. MAGGS: What I was driving at - I wondered if it would be a possible tactic to present alternative plans to Congress and the country, saying that we must pick up some of this money. Say, "One way to do it is income tax. The workers have nothing - they get no benefit out of it at the end. They have paid their income tax just as everyone else has paid it. It is absolutely essential from the point of view of infla- tion that the excess purchasing power be picked up." "Now, an alternative way to do it is by going into the Social Security program, in which case the workers would not be called upon to add more to the income tax, but they would while paying more get these tremendous benefits, you could say. H.M.JR: Well, Mr. Maggs, what I am hoping for - and some of the people in the Treasury accuse me of being too idealistic on this thing - what I hope we will do is the President might take this as a package and call it his package. Then if he does he should be confident of that and not have alternatives. As soon as he has alternatives, everybody has alternatives. MR. MAGGS: A variant of my suggestion would be not to have alternatives but say, "This is what we are doing. The reason we haven't done that is" -- and then give the reasons. Regraded Unclassified 31 - 7 - Perhaps that comes too close to alternatives for you. MR. McNUTT: As far as Social Security is concerned, sell it on its merits. Of course it works into your plan the other way. I understand that perfectly, and I agree that it should. But I think you can sell it better as insurance for the worker than you can sell it to them as one of our hedges against inflation. H.M.JR: On your side of the argument, when I made a statement here a year ago that we wanted to mop up the excess spending I got a terrific critical mail. They objected to my talking about mopping up their money. MR. ALTMEYER: That is what I was going to say, that standing back of Governor McNutt's approach I think we have to be very careful in presenting Social Security to present it as Social Security on its merits. When it comes from the Treasury, as it did a year and a half ago, as you say, they said, "What is the nigger in the woodpile?" They said, Is this just a device to go and get some more money out of the tax- payers, for anti-inflation, or for paying the current expenses, or what-not, or is this really Social Security?" Most of them said, "It isn't really Social Security that the Treasury is interested in." I think we have to be very careful not to get that reaction again, H.M.JR: That is all right. What I am trying to get - all of this is in the room here - the President, I thought, did a master stroke when he talked about what he was going to do for the returning soldiers. He got there first. And this would approach the same thing on the home front. Regraded Unclassified 32 - 8 - MR. McNUTT: That is right, but put it on that basis and not the anti-inflation. H.M.JR: I think you are right. But, mind you, I am saying this because I am hoping that the President is going to do this. I think he should do it. I think he should do it rather than anybody else. MR. ALTMEYER: I think there is another angle that you want to keep in mind and that the President will want to keep in mind; and that is the strategy of it 80 that the boys on the Hill don't do either, dn't give you the increased taxes or the Social Security, because they are just - they don't care to do either. We know that. H.M.JR: That is what Paul is worrying about. MR. ALTMEYER: If it isn't presented just right, they will say, "You really don't care for taxes. You say you will take Social Security instead. We will take that up as soon as we get around to it." MR. GASTON: What the Secretary is proposing is this: He is interested in Social Security, and he wants to have it presented at this session of Congress under the circumstances that are the most favorable for its adoption. He doesn't want to go up before the committees of Congress and propose a tax measure that has no relation to Social Security so that we have two wings of the Administration going off on tangents. He would like to see a concerted Administration drive to get Social Security, and in doing so, to integrate it with our tax plans to show that the Administration is completely united for getting this improved Social Security plan enacted. Regraded Unclassified 33 - 9 - MR. McNUTT: Theoretically you would be right, with the Congress in its present frame of mind, and, as I judge, the frame of mind of the people. I think you may be in trouble if you make it as a part of an integrated program as far as the Hill is concerned. Certainly in your own thinking, too, we go along with you 8. thousand percent. MR. GASTON: I am afraid if we went up there and got a tax program - presented it and got it through the committees and then before the Congress, disregarding the Social Security thing, that Social Security is just as dead as the deadest mackerel for this session. MR. McNUTT: All right, but the point I am making is that that should be handled by the leaders of these committees - for the President to do that - show them this whole picture - but I am talking about public relations on this thing and the support that we are going to get, and which will be reflected in an election- conscious Congress. H.M.JR: That is the language I can understand. Altmeyer doesn't like that language. He thinks-- MR. ALTMEYER: No, no, this is 8. political question, whether you like it or not, and, in fact, it should be because it affects the welfare of the people. H.M.JR: Look, the only way - I am not a very good politician, but the only chance that this thing has got to get through is because they think it is good politics to do it now. If they think the alternative is an equal amount of taxes on the same people-- MR. McNUTT: And, frankly, it is good politics - if they will take a look at it - to do this, which will reflect the benefits of the workers, and do what you want done at the same time, when it should be done, and it will provide a backlog when we are going to need & backlog. H.M.JR: And this is the only group the President can really rely on. Regraded Unclassified 34 - 10 - MR. PAUL: I am & little un-clear about how you think it should be presented on the Hill. You said something about our thinking, and the Secretary said, "Well, it would have to be presented" - do you mean that they go to the same committees and if these commit- tees take up one, they won't take up the other? MR. McNUTT: I think it is a matter of getting Bob Doughton and the leaders of the House Committee to agree that they are going to consider these two things simultaneously, because they mean drawing off money. Now, he had said before, "We will not take up any Social Security program until we have finished with the tax bill." He said that to me a dozen times. Of course that wasn't the answer. We knew it then. Now, if-- H.M.JR: And he has also said to me, "Which do you want first?" MR. McNUTT: There is no reason in the world why they shouldn't consider those two things simultaneously. MR. PAUL: I agree. MR. GASTON: If you get into taxes first without Social Security, you are in a vacuum, and then Social Security is dead. MR. McNUTT: I am talking about reactions in the country - the reactions that there are going to be - they will be responded to by the Congress. H.M.JR: Well, look, gentlemen, all I want to get this morning from you is enough encouragement to present at four o' 'clock tomorrow afternoon to this big group that comes in - who are all either Presidential appointees or their representatives - there will be nobody here except Presidential appointees or their representatives - I didn't want to go forward unless I thought you were sympa- thetic, and I gather that you people are sympathetic. Regraded Unclassified 35 - 11 - MR. McNUTT: Great Scott, we have urged it. The program is sound. Now is the time to do it - even from your standpoint, now is the time to do it. But from the long-range Social Security standpoint, now is the time to do it. Now is the time to get the money for the backlog to meet the demands we are certain will come after this war is over. I don't care what the postwar world is - how much production we have - we are still going to have a tremendous problem which can only be met by a sound Social Security program large enough and strong enough to meet the needs. Otherwise, we go right through what we went through before. Ian convinced of that. MR. ALTMEYER: Here is the way it stacks up in my mind as I listened in on the conferences you have already had on your tax program and the relationship with Social Security, which I agree you can't ignore. In order to protect yourself you might - the President might submit a double-barreled program - & tax program and a Social Security program - both on their merits, and then say, "To the extent that you enact Social Security along the lines that I have recommended, to that extent you will need to take that into account in the development of your tax bill." But present a completely integrated tax program 50 that you are protected in the event that the Congress shunts off Social Security. H.M.JR: You can't do that. Do you mind - if we are going to give a straight tax program, then we have to have a tax, which we have, which will tax the people from eight hundred dollars up to three thousand dollars through taxes. MR. ALTMEYER: Then they would see the alternative. It seems to me they might - that you stand a better chance of getting one or the other if they saw what the alterna- tive was. MR. McNUTT: If it weren't for the personnel considered especially on the House side, I would say that - why not be frank about it? But you can't. My own advice would be to see, first of all, if you can secure anything like an agreement from the leaders on the House side - that is, as far as the committees are concerned. Regraded Unclassified 36 - 12 - H.M.JR: I tell you, all of these things - Paul is prepared, with his staff, to give the President or anybody else who wants them, all kinds of alternative plans. He has 8 drawer full - and schedules, and so forth and so on. But I don't see how I can go any further than doing it first with this group and getting the benefit of their advice, and then the President, and see how he reacts. And then from then on, I hope - and from what he said over the week end, I think he will - that he would like to talk personally with the leaders and come to an agree- ment, which would be ideal, both from yours and my stand- point. MR. McNUTT: That is right. H.M.JR: I mean, if he would take this thing to his own bosom and say, "All right, I will see this through. Now, when we get together things move so fast - that is why I am not going to pass on all the alternatives. MR. McNUTT: It is a matter of political judgment. H.M.JR: Somebody on my staff said it was more political than anything else. MR. McNUTT: I am really in accord. I do want to say that we are sincere in our urging B. Social Security program. You are, too. H.M.JR: Don't misunderstand me. This thing would not interest me at all if the basic economics of it weren't sound. For a by-product, once, have something economically sound and also good politics, three cheers. MR. McNUTT: That is right. I am still going to stand up and say I want a Social Security program to be able to stand on its own feet. H.M.JR: That is all right. I have no objections. I think you are right. MR. PAUL: Of course you will sell some people on that, and you will sell some people on the other argument. Regraded Unclassified 37 - 13 - MR. McNUTT: But I am telling you where the most powerful argument is. I am talking about the masses of the people, and I am talking about the kind of Congress we are dealing with right now. MR. PAUL: That is right, but there are certain people whose support you may be able to get with the anti- inflationary argument. MR. McNUTT: Let someone from the outside make that - someone who is friendly. Let them point that out. MR. PAUL: That is right. I agree. MR. McNUTT: Here is a program that is sound in itself, but it is not only sound, it is necessary right now as a part of the general picture. Now, if that can be done, if we could get B. voice that would be listened to on the outside who would say that - you have the President's support on it - then I think we would have & chance. But there is no need to tell any of you gentlemen how tough the Ways and Means Committee of the House is. MR PAUL: Not me, anyway. (Laughter) H.M.JR: If it is all right, could you gentlemen come back at four o'clock tomorrow and help me with this thing? MR. PAUL: I would like to make & suggestion. MR. McNUTT: Certainly. MR. PAUL: In the meantime, Mr. Altmeyer could look over some of these schedules so as to be prepared more than otherwise he would be. MR. ALTMEYER: What schedules? Regraded Unclassified 38 - 14 - MR. PAUL: The actual schedules we have constructed. They are still tentative, and 80 on, but still, you would get some of the concrete details of the idea in mind better. H.M.JR: You can do it any time. MR. ALTMEYER: You plan on raising eight billion dollars extra on individual income tax, and this would raise about seven billion dollars extra? MR PAUL: Yes, we have a supplementary income tax above the Social Security level. H.M.JR: It will take you fifteen minutes if you want to stay with Blough now. MR. ALTMEYER: You mean you have a dovetailed arrangement? H.M.JR: Yes we have dovetailed. We have built the two things together without lowering the exemptions. I think it is a nice package. MR. McNUTT: Then we will meet here at four o'clock? MR. GASTON: That is tomorrow. MR. McNUTT: Yes, tomorrow afternoon. H.M.JR: All right. Regraded Unclassified 39 Mr. Paul's conversation with Mr. Maggs of the Labor Department, at 4:45 p.m., September 1, 1943 M: I talked to Miss Perkins and discovered she feels very vehemently that it would be a great mistake to adopt the program that was outlined this morning. Her words were almost exactly like those of Mr. McNutt, that social security ought to stand on its own feet; that it should not be dragged into an anti-inflationary thing. She thought it would be bad policy from this possibility of getting social security over at all. She feels very strongly that the tax thing should be got without saying anything about social security. P: Is it your understanding from the conference this morning that McNutt and you attended that McNutt was as much against this as Miss Perkins is? I didn't get that. I thought McNutt thought it was worth having a conference with Congressional leaders, that he felt well of the scheme provided emphasis was put on social security and it was clearly indicated that it was on its own merits. M: I think you are probably right. Miss Perkins had thought it would be better if social security were not mentioned at the present time. I agree that McNutt certainly did not go that far. Let me make the two things separate - McNutt was vehement about social security, and she went even further. P: And she's objecting to any mention to social security at this time. M: Seems to be. I put in & call to you and when I couldn't get you felt I better get the thing to Mr. Morgenthau and got word that he would call me back. Do you want to get this to him? P: I will send word that you have talked to me. Regraded Unclassified 40 September 1, 1943 10:40 a.m. LAZARD FRERES Present: Mr. Paul Mr. Pehle Mrs. Klotz H.M.JR: I have read this thing on Lazard Freres (referring to Memorandum to the Secretary from Mr. Paul, copy attached), and I want to ask a couple of questions which, after reading it, aren't quite clear to me. That is this: This million nine hundred and fifty, which is more now than it was first-- MR. PEHLE: That is right. Part of that was trans- ferred up from Argentina just previously through the United States. H.M.JR: What was the sum first? MR. PEHLE: The first sum was a million, two. H.M.JR: Now it is a million nine hundred and fifty? MR. PEHLE: Yes. H.M.JR: And they claim that all of that was sent out to Lazard Freres in Unoccupied France to pay their debts? MR. PEHLE: That is right. H.M.JR: And the man in this country was David-Weill? MR. PAUL: Andre Meyer. H.M.JR: Andre Meyer sending it to David-Weill. Now let me ask you this - I am not familiar with it: You said he did nothing to get his father's citizenship back? Regraded Unclassified -41 - 2 - MR. PEHLE: His father's citizenship was revoked by the Vichy Government and stayed revoked for fifty-three days and it was restored. Originally we were worried lest the timing of the sending of the money would make it appear that the money might have had something to do with getting the citizenship back. H.M.JR: Was it during those fifty-three days? MR. PEHLE: No, it wasn't. H.M.JR: When? MR. PEHLE: The citizenship was restored before the money was sent. The citizenship was restored before any of the money was sent and the dates didn't coincide - that wasn't intelligible. H.M.JR: You raised it, then you raised a doubt in my mind. The citizenship was restored before the money was transferred? MR. PEHLE: That is correct. H.M.JR: That isn't in here. MR. PEHLE: I can see it wasn't clear. H.M.JR: That takes care of that point. Now, as to whether they used it for bribery or not, you don't know. MR. PEHLE: We don't know, but we are inclined to believe their story. Maybe we are naive, but it is a very plausible story. H.M.JR: Now you also raise the sort of guarantee fund from two million dollars to a half a million. MR. PEHLE: That is because the amount is up to a million nine hundred and fifty that was transferred. H.M.JR: Have they got that? Regraded Unclassified 42 - 3 - MR. PEHLE: They have got it. They will put it up. In other words, it won't force them out of business. H.M.JR: They have the money? Is Altschul going to leave his money in as a special partner? MR. PEHLE: I don't know. It won't be his money that will be put up; it will be the money of the two French partners. H.M.JR: And they have the money? MR. PEHLE: They have the money. H.M.JR: Who is the fellow James A. Jackson? MR. PEHLE: I can't tell you much about him except that he has been & partner all along - an American. We have checked them and we didn't have any adverse infor- mation. H.M.JR: But you give them your approval - both Jackson and Hettinger? You don't know very much about it. MR. PEHLE: Hettinger had a long line of references in Washington. The only one I talked to was Dr. Goldenweiser at the Federal Reserve Board. He said he knew Hettinger very well and that he was an entirely reliable man. We didn't find anything adverse on Jackson. de has been there all the time. H.M.JR: I thought in a previous memorandum we had already referred this to the Attorney General once. MR. PEHLE: We had recommended referring it - we hadn't until we decided what we were going to do with it. H.M.JR: Are you satisfied? MR. PAUL: Yes. I think that they are willing to do that and we have got to send it to the Attorney General. H.M.JR: Whose is this (referring to memorandum)? Regraded Unclassified 43 - 4 - MR. PEHLE: Randolph E. Paul. H.M.JR: Where is Pehle? MR. PEHLE: He is on the initialed carbon. (Memorandum initialed by Mr. Pehle.) H.M.JR: All right, here goes Morgenthau. (Memo- randum initialed by the Secretary.) Do we get a photostat of this? MRS. KLOTZ: We will do it. MR. PEHLE: They have a new - they brought new counsel in, in addition to the old counsel, to deal with this matter. The new counsel is much more intelligent than the old. H.M.JR: Who is the new? MR. PEHLE: Dempsey and Koplovitz. MR. PAUL: Dempsey is the son of the former New Mexico Congressman. He used to be-- MR. PEHLE: He is local, here in Washington. They handle themselves very well. MR. PAUL: Dempsey used to be a great friend of Jerome Frank. H.M.JR: Cook is certainly riding on a reputation of a good many years ago. MR. PAUL: The partners in Cook's firm are very worried about Cook, generally. They think the whole firm is going to go to pieces as soon as Cook gets out - the effect of his reputation. H.M.JR: This closes this, I hope. Maybe we will all get a free subscription out of Harper's magazine. Is that what it is? Regraded Unclassified 44 - 5 - MR. PEHLE: That is what they are dickering with. H.M.JR: That is all I have got. Have you got anything else you want to clear? MR. PEHLE: I just want to say you were right on this case from the beginning. You thought there was something wrong and there was. I don't know what it was, but it was there, all right. H.M.JR: Well, we know now; they admitted it. MR. PEHLE: Sure. H.M.JR: They admitted it. MR. PEHLE: I don't know what it was that gave you that feeling there was something wrong. H.M.JR: Oh, well, the best way I can say it is the old elbow tingles. (Laughter) One other thing - I want to get this thing straight. Who was the man at this end who sent the money? Who did all that? MR. PEHLE: Andre Meyer. H.M.JR: And on the receiving end? MR. PEHLE: Pierre David-Weill. He is very ill. H.M.JR: And he did the manipulating? MR. PEHLE: Yes. H.M.JR: And he was the fellow who did not teil the truth? Is that right? MRS. KLOTZ: And he is the man who is Dr. Weizmann's friend, and not until Weizmann made him - discovered - I Regraded Unclassified 45 - 6 - don't know how he discovered the story, but I told you when he saw me up in New York he said that not until he entered into it and said, "This thing is going on; you have got to tell the truth. Have you been telling the truth?" did they break down. Then they wrote the letter. But it was Weizmann who made them do it. H.M.JR: Do you think 80Y MRS. KLOTZ: I think 80. MR. PEHLE: I think various people claim the same thing. Schubart claims it. H.M.JR: But in the first instance it was my saying to these people, "Interview them and try to get them to tell the truth." Isn't that right? MR. PEHLE: Yes. We did something else, too. We took the Swiss Bank, through whom they had transferred these funds, and blocked their funds here and said, "If you want them unblocked you tell us what happened to the money." And they very well may have been worried that the Swiss would come back - and the Swiss did come back in a cable we picked up through censorship saying, "Ask David-Weill; he knows. MRS. KLOTZ: That is the answer. MR. PEHLE: I am afraid that is why-- MR. PAUL: They made & virtue out of necessity, all right. H.M.JR: So there were a number of people. I mean, the point was, they were blocked both mechanically and every other way, and it looked as though something was going to happen. So he said the less of two evils was to tell the truth. MRS. KLOTZ: They would have been much better off originally if they had told the truth, but they had told a couple of lies and it was very hard to turn back. Regraded Unclassified 46 - 7 - H.M.JR: This just didn't smell right. It was a long hard job. I think you people did a good job. Regraded Unclassified TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE SEP 1 1943 cretary Morgenthau andolph Paul Lazard Freres & Company has filed its new ication to reorganize. As indicated in a previous randum, Frank Altschul is not to be a partner in the firm. The application names Pierre David-Weill, Andre I and the French Lazard partnership as the capital con- outing partners and James A. Jackson, Forrest Lattner Albert J. Hettinger as additional partners. Jeckson Lattner are now Lazard partners. Hettinger is a former ber of the faculty of the Harvard Business School and is -president, secretary and a director of General American stors, Inc. According to Poor's Directory, Frank chul is president of the latter company, Raymond D. th is its executive vice-president and its board des, among others, Robert Lehman, Monroe C. Gutman and am J. Hammerslough of Lehman Brothers, Arthur Ballantine ot, Clark & Ballantine. Paul Baerwald, James Bruce, d P. Farley and Lester W. Perrin. The application states that another American partner admitted, and although his name is not given, we have informally advised that the individual in mind is am H. Schubart of the Bank of Manhattan. We are further med that Mr. Schubart's name was not specified because been in the hospital and has been unable to have the reations with his present associates and the Treasury he feels to be necessary before he can permit his name submitted formally. We now believe that we are as informed of all the and circumstances surrounding the remittances made by Meyer in September and October 1940, as we can be until iberation of France makes the books and records of d Freres & Cie. (Paris) available for inspection. has, as you know, recanted his testimony that these tances were made to Les Fils Dreyfus (Basle) in dation of their interest in Ulitex, a Panamanian ration, and in payment of a debt owed to them by Meyer. Regraded Unclassified 48 - 2 - now purports to confess, and his confession is rted by the sworn statement of Pierre David-Weill, that 1,950,000 involved in these transactions were remitted In to David-Weill at Chatel-Guyon. in what was then un- bied France, and that Les Fils Dreyfus acted only as rmediaries in the transactions. David-Weill has testified under oath that after the fáll of France and Laval's rise to power, Lazard Freres & Cie. (Paris), then located in Chatel-Guyon, was faced with heavy withdrawals of deposits because many of its customers feared. under existing circumstances, to continue to do business with a Jewish banking firm. David-Weill also testified that although Lazard was solvent, its liquidity was impaired by its inability to discount paper normally discountable at the Bank of France and the unavailability of certain assets in the occupied zone. David-Weill further testified that the precariousness of his firm's position was greatly increased by Laval's personal hostility to its partners by reason of the part they played in causing the downfall of one of his governments in the years prior to the war. Fearing that the failure of his institution would create a scandal that would have unfortunate repercussions on both the banking and Jewish communities, Pierre David-Weill testified that he called on Andre Meyer, both directly and through Les Fils Dreyfus, for assistance. Contemporary correspondence between Meyer and Day id-Weill and cables between Les Fils Dreyfus and Meyer tends to corroborate the foregoing. Both David-Weill and Meyer have testified that the er's remittances of September and October 1940 were in onse to David-Weill's pleas for assistance, and David- I has testified that the funds were used by him solely iquidate legitimate obligations of Lazard Freres & Cie. is). David-Weill has further testified under oath that one cent of Meyer's remittances, or indeed one cent of other funds, was used to secure the restoration of his er's French citizenship, or as ransom for himself or ody else. i - 3 - Altschul testified that he did not know of the ttances in question. He stated that Meyer requested him ermit Lazard Freres, New York, to remit funds to David- in 1940 but that he, Altschul, had refused to do so on ground that such remittances would be in violation of ernment regulations. Meyer, thinking that Altschul was weing this pretext in order to avoid risking his funds, became angry at Altschul and arranged the remittances without Altschul's further participation. Meyer's testimony roborates this. We have been unable to examine Alfred A. Cook, attorney for Lazard Freres & Cie. (New York) to ascertain the extent to which he knew that Andre Meyer and David-Weill were not telling the truth to the Department in their earlier lanations of these remittances. Mr. Cook has been in fornia for some weeks visiting his daughter whose death, after a long illness, is expected at any moment. Andre Meyer add two of Mr. Cook's partners, however, have been examined this subject. It would appear that Meyer believes that Code has been at all times since prior to the filing of the arading application fully aware of what is now said to be truth about the remittances, while his law partners Leve otherwise. We intend to interrogate Cook at the lest possible opportunity, but feel that delaying action the pending application would not be warranted. After careful consideration we recommend that rd Freres & Co. (New York) be permitted promptly to Meyer, David-Weill and Hettinger as partners and to nue in business upon condition that: (1) A sum of not less than $2,000,000 is deposited in a contingent vesting account as a. guarantee of future compliance with the Order by the firm and subject to vesting in whole or in part should the current explanation of the remittances prove to be untrue or if further violations should occur, and Regraded Unclassified 50 - 4 - (2) No transaction subject to the Executive Order will be effected by the reorganized firm without the prior approval of a previously designated partner of the firm who is a. United States citizen and acceptable to the Department for the assumption of such function. In the application currently pending, Lazard Freres has designated James A. Jackson to fulfill this function with Albert J. Hettinger as alternate. We see no objection to the choice of these individuals. We further propose that the violations of the Executive Order and the false testimony given by Andre Meyer be formally referred to the Attorney General for such action as he may deem appropriate. If you approve, please initial. Art Pshle I rove: H.M. Sept1*1943 Regraded Unclassified 51 September 1, 1943 11:33 a.m. HMJr: Hello. Operator: Mr. Gamble. HMJr: Ted. Ted. Ted Gamble: Good morning, sir. HMJr: Hello, Ted. I've got an idea and I just talked to Steve Early about it. He likes it. G: Yes. HMJr: And that is to try to ask for Churchill to make us a newsreel letting me sell him a $25 bond G: Be wonderful. HMJr: down at the gun factory here at the Navy where they are making a 16" gun as a background, you see? G: Be wonderful. HMJr: Now, his suggestion was that you get in touch with Aubrey Morgan, who 1s head of the British Press and Information Service here. G: Yes. HMJr: He said try him either at the Embassy here or down in New York G: Yes. HMJr: and let it come through them. G: Yes, sir. HMJr: See? G: Yes, sir. HMJr: And his name is Aubrey Morgan. G: I have it. HMJr: And - well, for whatever it's worth, there it 18. Regraded Unclassified - 2 - 52 G: I think it's a wonderful idea. HMJr: He said it would be good for us and it would be good for Churchill. G: Be wonderful for Churchill. HMJr: Yeah. G: And.... HMJr: Now, they'd have to do it tomorrow. G: Well, we can do it - we can move - he's here tomorrow, I take it? HMJr: He'll be here late today. G: Wonderful. Well, we'll get right on it and I'll give you a report on it just the second I get word back from them. HMJr: Okay. G: I understand you were just asking about Detroit. HMJr: Yeah. G: I won't be able to give you that in full until tomorrow. I talked to Detroit last night - to Mr. Quinn and I talked to Mr. Murray this morning. HMJr: Yeah. G: I wanted to get from them the information - I didn't want them to feel we were moving in and taking over their program. HMJr: Yeah. G: on this radio. HMJr: Yeah. G: I've made the request for a half-hour's broadcasting time HMJr: Yeah. Regraded Unclassified - 3 - 53 G: ....and worked out Murray's participation with him. HMJr: Yeah. G: There are several details that I want your approval on HMJr: Okay. G: but it will be tomorrow before I can give you much on that. HMJr: Thank you. G: All right, sir. Regraded Unclassified 54 September 1, 1943 12:40 p.m. Cordell Hull: Can you connect that up any better? Hello, Henry? HMJr: Cordell? H: Yes, sir. HMJr: Can you hear me? H: Barely. HMJr: Cordell, I wrote you a letter which I don't know reached you or not about this proposed loan to the Netherlands. H: Yes, I got it this morning. The fact 18 that I have said several times, that while I'm always glad to get in on anything, I - I've said several times that this is almost in every essential respect B. matter for the Treasury and the President HMJr: Yeah. H: with especially you two. HMJr: Well, I'm H: It's a question of monetary policy there more than anything else. HMJr: Well, I'm willing to assume the responsibility but I thought that in this case H: Yeah. HMJr: if we settled this one that we're not going to make any loans without, at least informing Congress H: Yeah. HMJr: that that would take the heat off both you and me because they've been around to see your fellows and they've been around to see Jesse H: Yeah. HMJr: and they've been - and even the President saw them. Regraded Unclassified - 2 - 56 H: Oh, did he? HMJr: Yeah. H: Well, anyhow, I haven't encouraged anybody to support this. HMJr: Well, I H: I have said to the - I've said to the Netherlands HMJr: Yeah. H: .... that this was a question of brand new policy HMJr: Well H: and that it relates to the monetary side and the loan side which the Treasury and the President handle and I just dumped them off in that fashion HMJr: Well H: and I did Mr. Jones the same way. HMJr: Well, the trouble is, I think Jesse has kind of made them a half of a promise, which he shouldn't have done. H: No, of course not. HMJr: And I don't know whether you agree with me but I think for the President or anybody connected with it, to even make a helf a promise on a loan, would embarrass us very much on anything that we want to do in the foreign field. H: Well, I think everybody over here HMJr: Yeah. H: off the record, feels the same way. HMJr: Yeah. H: That's the first thing I said when it first came up. HMJr: Yeah. And somebody in Congress is going to find out about it Regraded Unclassified 55 - 3 - H: reah. HMJr: and you may want some post-war and I may want a stabilization program and they - the first thing they are going to ask me is, "Have you made any promises on any loans?" H: Well, I'm 100%, you know, personally HMJr: reah. H: of that view. HMJr: Well, if you would scribble something on a piece of paper and send it back to me, I'd appreciate it. H: Yes, Well, un - - I just wanted you to know that, while I don't think it's my function HMJr: Yes. H: except to a nominal extent, that 1e my individual views. HMJr: Well, I - I'm more than willing to assume the respon- sibility but what I was trying to do was delay this thing H: Yeah. HMJr: and it - and what I'd like to feel that I -- when I go in these things, while I'm willing to take the final responsibility, when it's something new like this H: Yeah. HMJr: I'd like to feel that you and I are shoulder to shoulder. H: Yes. HMJr: You see? H: Yes. Well, that's the way we are on this. HMJr: Well, that's all I wanted to find out. H: Yeah. All right, Henry. HMJr: Thank you. Regraded Unclassified 57 September 1, 1943 2:30 p.m. TAXES Present: Mr. Paul Mr. Surrey Mr. Smith Mr. Blough Mr. White H.M.JR: This is an interesting refinement which I think has good public relations in it, that Altmeyer suggested. I thought you could just state it again. MR. BLOUGH: Here is Altmeyer's suggestion: He says the particular plan that we have been talking about is what he calls neutral with respect to Social Security. We propose income tax and Social Security, but there is nothing in the plan which puts any premium on passing the Social Security. Now he said, "Why don't you do this: Since you deducted the Social Security in arriving at your income tax schedule, anyway, why don't you take your income tax schedule before you deduct it as Social Security and say, 'That is the income tax proposal, but we propose that you pass Social Security also and that you allow the increase in Social Security pay roll tax on the em- ployee as a tax credit against his income tax?'" Now, he said that that has this advantage: In the first place it isn't neutral to Social Security. If Congress passes that income tax there will be great pres- sure on them to pass the Social Security increase also so that the workers will be able to get this credit and others will be able to get the credit. If they say, "Nothing doing; we are not interested in Social Security; now what do you suggest, Mr. Secretary?" - we will have an income schedule there that will stand on its own feet without Social Security. Regraded Unclassified 58 - 2 - H.M.JR: Let me explain it to you the way I under- stand it. That is a little bit complicated. We took this eight billion seven schedule and we said Social Security - let's say, for argument - will add three billion onto the pay roll of the people. MR. BLOUGH: Three and a half. H.M.JR: I said that we don't want to have tax and the Social Security, SO we deducted the three billion dollars from the tax schedule and then put the tax schedule on top of the Social Security. You see? That is the way they have arrived at these figures. What Altmeyer says - he didn't say it to me - "Let's leave the eight, seven, put on the Social Security, and let the fellow have the fun, himself, of deducting it and think he is getting something for his money." Blough doesn't put it that way, but that is what it amounts to, doesn't it? MR. BLOUGH: He puts the emphasis not on the fellow having the fun of deducting it-- H.M.JR: That is what you are suggesting? MR. BLOUGH: That is what would happen. A man would be allowed a deduction against his income tax. MR. PAUL: In the meantime-- MR. BLOUGH: If they don't pass the Social Security in the meantime, they pass the income tax schedule you propose. MR. SMITH: Including the Social Security? MR. BLOUGH: Only including-- MR. SMITH: He would pay the same amount of money only not get Social Security. Regraded Unclassified 59 - 3 - MR. BLOUGH: Above the exemptions that is substan- tially correct. Below the exemptions he wouldn't pay any increase at all because we wouldn't increase his in- come tax and if they didn't increase his pay-roll tax of course he would have no increase. MR. PAUL: What this means is that-- (The Secretary left the conference temporarily.) MR. SMITH: The only rub I see is that you are passing a tax bill now - if I understand you correctly, you are submitting a tax bill; then you are suggesting that a tax credit be made - be given for Social Security, which you are-- MR. BLOUGH: Which you are, urging at the same time. MR. SMITH: Which you are urging at the same time. Now, the compulsory savings boys will jump up and say, "Why go into all the trouble with the Social Security? Why not just take that same amount of money and allow a tax credit for compulsory savings and then you get it right after the war is over?" MR. BLOUGH: The same if you do it the other way. MR SMITH: But you have set it up so beautifully for them because you haven't said that your tax presenta- tion is Social Security and taxes. They have got to split it apart before they can insert compulsory savings in place of Social Security. MR. PAUL: This is the same as our second line of defense except it is a substitution of Social Security credit for-- MR. BLOUGH: We have no postwar credit. H.M.JR: Let's forget it. MR. BLOUGH: It is the only thing you will get. Regraded Unclassified 60 - 4 - MR. PAUL: Let me give you one other objection to it, though. H.M.JR: Look, I am getting impatient, Roy. Why keep trying to do this thing the back way? Let's go down the line. I mean, there is always some suggestion of doing it some other way, which will open the door for the thing that I don't want. MR. BLOUGH: I don't think it will. I don't think Mr. Smith is right. MR. SMITH: I do, because it seems to me that there is & perfectly logical way to present this and that is in order to raise revenue for the Government and in order to combat inflation, whatever Altmeyer and McNutt - I read that thing this morning - what they are looking for are those two things; raising revenue and combatting inflation. Now, in order to do that you are presenting a schedule to raise eight point seven, or whatever it is, and you are suggesting that that be raised by excise taxes, increased income taxes, and Social Security, and that is a Social Security tax. Those are the three things that make it up - if those are the three things. You present that as a unit and it is going to be harder than hell for somebody to blast your Social Security out, and having gotten it out, put something else in. I would like to be Byrnes - I would rather be Byrnes and Vinson under this new arrangement than I would under the old one. And besides, I can't get through my head - when Mr. Roosevelt calls Byrnes, Vinson, George, and Doughton and lays this thing out to them, right then and there Vinson and Byrnes are going to say it is very silly to try to put Social Security through because it is a big fight. "Now there are six billion dollars - just what we want in compulsory savings." You can take the Social Security out and put compulsory savings in and this will slip through without 8. question, then it is up to the President to say, The hell with that. If he says, "The hell with that," we are clear; if he doesn't, then that is something else again. Regraded Unclassified 61 - 5 - MR. BLOUGH: He can very readily say that, anyway. MR. SMITH: I know it, but it is going to be easier if he just is going to substitute one alternative for another. H.M.JR: Can I interrupt you? Why does it have to take Altmeyer to come along and suggest a thing like this? You were perfectly happy the way it was. MR. BLOUGH: I never said I was perfectly happy. You asked me yesterday if I would go along with this and I said I would, and I will. H.M.JR: Look, my patience with all of you is begin- ning to run out. I mean, it gets to a point that I say I want something and I don't want to sit here all day long being pulled down. I can't do it any more. I am getting too tired. I am getting to the point where I can't take it any more. MR. BLOUGH: O.K., I presented it. If you don't like it, O.K. I thought it was the same thing only better. H.M.JR: You started to get angry. MR. BLOUGH: I am not angry with you, I-- H.M.JR: But it is this thing of not wanting to do it this way and always getting back - that is something which is going to open the door to something else. MR. BLOUGH: All you have to do is look at this chart, I think. MR. PAUL: I haven't been trying to do that. I would consider myself very remiss in my duty here in this office if I didn't call your attention to some angles which I didn't think were completely clear in your mind. H.M.JR: I think they are clearer than you give me credit for. Regraded Unclassified 62 - 6 - MR. PAUL: That may be, but I have to be sure of that. H.M.JR: I think they are clearer than you give me credit for. MR. PAUL: I am ready to admit that, but I can't sit here silent and let you do something that I don't think may be wise, orwouldnt open to you the full vision of the consequences. H.M.JR: I understand all the implications. I understand everything that you have said. I also under- stand what I think you really want. MR. PAUL: I am not trying to slip anything over on you. H.M.JR: No, no, you keep just trying to wear me down. MR. PAUL: No, I am not trying to wear you down. These are hard things; they are hard for us. We have been wearing our brains out on them, and in the first place we are interested in your picture here - we want you to do the right thing. And in the second place, from our own point of view we don't want to be told later that we didn't point these things out. H.M.JR: They have been pointed out. I mean, over and over again - I mean, we have travelled a long way since we started with the eight billion seven and the corporate tax, and all the rest of this thing. We have gone from one end of the pendulum to the other. After all, I got over this hurdle this morning. I didn't know what they would say. I don't know whether I can get over the hurdle tomorrow afternoon - I mean, I can stumble on the one tomorrow afternoon, but the final one is the President. All I am saying is that I like this. I don't know whether I can get the President to take it. If he can take it, then I expect him to do the battling. Regraded Unclassified 63 - 7 - That takes certain things you brought out at the house, which I don't want to repeat now. Then he can do it. Now, pointing out all the troubles with anything new or revolutionary like this - of course there will be plenty of people to point out the troubles, but at least I want to get - if I do it with my dying breath, I would like to run and deliver it in his lap. If he doesn't want to accept it, he doesn't have to. MR. SMITH: I think that is the big problem. MR. PAUL: Never for one moment have we wanted to prevent you from doing it. H.M.JR: Well, you can help me a little bit. Why can't you help me? Why can't you both, through your sense of duty, point out both the pitfalls and the advantages? MR. PAUL: There are certain advantages. The advan- tages don't so much need pointing out because you see them very clearly. I think you made a very good state- ment on that yesterday in your four-point program. Of course, I could probably do more - make you feel better by omitting disadvantages. I was pointing out what I thought wasn't clear. H.M.JR: Right or wrong, and if I am wrong - I got the feeling through this constant pointing - if I am wrong I an sorry - that you fellows are trying to wear me down on this thing not to do it. MR. PAUL: We are not trying to wear you down. We know what it is to be worn down ourselves. H.M.JR: I unfortunately don't have the reserve that I should have. Now, could I just - the thing which I wanted to get - and I have got to stop at three o'clock - which I don't understand - this is terribly important - is this income tax schedule which I have got on my lap. (Indicating Chart entitled "Individual Income Tax, Effective Rates for Married Person without Dependents.") Regraded Unclassified 64 - 8 - MR. BLOUGH: There are several of them there. H.M.JR: Are there? MR. BLOUGH: The last is the "M-2." H.M.JR: Is that the eight, seven with all the additions and subtractions? Does that go back to the eight, seven? MR. BLOUGH: That is correct. H.M.JR: If I had the original eight, seven, and I pointed to twenty-five thousand dollars and this is five three point nine, now where would it be, say, when Paul showed us at the very first meeting - he didn't show it, but the one he had - where would that differ? MR. BLOUGH: At twenty-five thousand dollars? H.M.JR: Practically fifty-four percent. How much difference between now and what it was? MR. BLOUGH: Not over half of one percent. There may be that much - just mechanical. H.M.JR: This is what I would like to do and I want to know whether you people agree. I have shifted a bit. I first said we would go in on the low level and raise it. I think it would be a better tactical thing to go in on the high level and let them whittle us down. MR. PAUL: Let them whittle us down? H.M.JR: Yes. I mean tactical versus the people we are going to see tomorrow afternoon. MR. PAUL: For purposes of that conference? H.M.JR: Yes. MR. PAUL: I am inclined to agree. Regraded Unclassified 65 - 9 - H.M.JR: Are you in on that? MR. BLOUGH: Absolutely. H.M.JR: Let them whittle us down rather than have somebody like Dick Gilbert or Lubin say, "Well, you are New Deal on one hand and 'old deal' on the other." MR. SURREY: You will be turning around too fast. H.M.JR: The point I am getting at, on the twenty- five thousand we are practically where we were when we started. MR. BLOUGH: That is right. We intended to be exactly there. If there is any difference, it is mechanically. H.M.JR: I think from the standpoint of maneuvering versus this crowd, we had better stay where we were. MR. PAUL: When you said twenty-five thousand did you mean twenty-five thousand income? = MR. BLOUGH: That is right, twenty-five thousand in- come. H.M.JR: I mean, if I go below this, then that gives them something to-- MR. BLOUGH: In fact this chart, if it is blown up, shows exactly that. H.M.JR: The only support you can give me is to blow it up? (Laughter) MR. BLOUGH: I mean made big. It shows exactly that because the dotted line is our original eight point seven. (Mr. White entered the conference.) H.M.JR: Just for fun, without any comment - do you mind just trying this on Harry? He doesn't know whether I like it or don't like it. Just for fun. Regraded Unclassified 66 - 10 - MR. BLOUGH: This is a proposal that instead of deducting the increased Social Security pay-roll tax from the increased income tax and building a schedule on what is left, start with your income tax schedule and allow the taxpayer a tax credit for whatever increase in pay-roll tax the Congress may impose and for no other purpose. MR. WHITE: My first reaction is that I don't like it, but I would like to think it over. See if I under- stand it, first. You are going to make them - you are going to have an increase in tax rates, and you are going to say that any increase which you have to pay you can later use as a contribution towards your Social Security payments? MR. BLOUGH: whenever the Congress passes the Social Security increase that automatically becomes a tax credit. ICK. WHITE: Is it your thought that that would be independent of a combining of both, or that you would still present both? MR. BLOUGH: Yes, you present it as a unified plan, but you put the integration in the tax credit. MR. WHITE: It is an alternative dressed up in another dress. MR. BLOUGH: It is the second alternative, there is no doubt about that, but we have taken off some of the dress. here is the part that isn't in the second alter- native: There is no postwar credit for any purpose ex- cept this. MR. PAUL: You passed the test. I think he got ninety or a hundred. (Laughter) MR. WHITE: The first idea of the second line of defense was clever. I still think it is a good idea, as something that you may have to fail back on. I think it appeals to me. but I frankly don't see in it anything Regraded Unclassified 67 - 11 - new but another device to bring forward the second line of defense as the first line of defense. Maybe I am wrong, but I want to think it over. Mr. BLOUGH: Could I ask one question of him? H.M.JR: Sure. MR. BLOUGH: would you feel that as 8 second line of defense it would be nearer to the first one and more acceptable than the one we were talking about before? MR. WHITE: The difference between that and the first was they would get a credit in either case, though it might be in the form of that. Mr. BLOUGH: In this proposal they get no credit unless there is an increase in Social Security and only for that purpose. In the other one they got postwar credit. MR. WHITE: I believe, offhand, that I like this wrinkie a little more because I think it may put more pressure on Congress to have extended Social Security since everybody who paid taxes will feel it isn't going to cost them any more. MR. BLOUGH: That was Altmeyer's proposal. II.M.JR: You had better stick around because you weren't here to go after Paul 30 I had to, and I can't do it nearly as nicely as you do. (Laughter) MR. BLOUGH: Fred did very well. (Laughter) MR. SMITH: I don't think it is fair to ask me a question at a different time than you ask a question of marry white. we ought to both be here. We don't know where the other one stands. (Laughter) H.M.JR: Well, Harry, the other thing important that I have about decided, but you can still holler, and I Regraded Unclassified 68 - 12 - think you are going to fight me tooth and nail on this one, and that is the eight, seven schedule originally proposed two or three weeks ago, in the higher brackets - we will stick by that. I said I thought we ought to go low, but I have changed my mind. I thought I would let them whittle me down. In other words, it is exactly - the twenty-five-thou- sand-dollar salary is fifty-four percent, and we will leave it just about the way it is. MR. WHITE: I an not sure that I understand, but I can easily say what I am in favor of. I am in favor of pushing up, or advocating increased taxes above the three thousand as far as we possibly can because, as I say, I think that the middle income brackets - those from three to thirty, or whatever it is - can bear and should bear more. H.M.JR: Looking at it from the standpoint of Congress, I thought it would be a little more tasty to them if we didn't 8 so high in the ten-thousand-dollar class, you see. After thinking it over, I would much rather have Gilbert or Lubin tell me I am too high than too low. In otherwords, we vill stick where we were three weeks ago. MR. PAUL: Except at the lower-- MR. BLOUGH: It amounts to practically nothing above ten thousand. MR. WRITE: Above ten thousand it is not a question of the record; it is wholly 8. question of the psychologi- cal attitude and the ease with which we below ten are willing to pay if we know the other fellow - it is like all these fellows in a factory. There may be twenty- five thousand in a factory, and the fact that one boss may get a high income and doesn't pay a higher income tax irritates them all, even though the amount of revenue in- volved is insignificant. You are dealing with psychologi- cal-- Regraded Unclassified 69 - 13 - H.M.JR: we are all agreed. would you (Blough) SNOW this to Mr. Gaston and also Sullivan and Haas? Now, couldn't I meet with you people tomorrow, say, again at eleven-thirty? Are you busy at that time? MR. PAUL: No, the only thing I have to do is call up Senator magner. I have been in touch with his secre- tary. I may have to go to New York to see him. I think I could 6° after this meeting. H.M.JR: Let's say a tax meeting at eleven-thirty tomorrow, but before that see these other people and we will have one more resume. Mic. PAUL: I think it is very important to see Wagner. Regraded Unclassified 70 September 1, 1943 2:39 p.m. HMJr: Hello. Hello. Operator: Go anead. HMJr: Hello. Fred Vinson: Yes. HMJr: Henry Morgenthau. V: Yes. HMJr: Is this Fred Vinson? V: ies. HMJr: Look, I suppose you've gotten a notice that there's Cabinet tomorrow afternoon. Hello? V: Yes. HMJr: Well, I have, too. And that kind of ties me all up because I have that 4:00 o'clock meeting on taxes in the afternoon. V: Yes. HMJr: which I hope you are going to come to, 80 1 wondered if I could beg off tomorrow morning from your meeting. V: Well, yes, that's perfectly all right, Mr. Secretary. HMJr: Is that all right? V: Yes, it's all right. HMJr: NOW, Bell isn't here eitner, go I thought I'd just call you up. V: I see. HMJr: He's gone, taking a week's holiday. V: Well, that's - he ought to have two weeks. HMJr: Yes, I agree with you. Regraded Unclassified 71 - 2 - V: All right. HMJr: I just wanted to explain it - why.... V: That's all rignt. HMJr: ....and 1 hope I'll see you at 4:00. V: Good bye. Regraded Unclassified 72 September 1, 1943 4:37 p.m. Operator: Go ahead. HMJr: Hello. Other Operator: Mr. Secretary. HMJr: Yes; hello. Edwin M. Watson: Hello, there, Mr. Secretary. How are you coming on? HMJr: Who is this? W: This 1s Pa Watson. HMJr: My God, it's a voice from the past. It's been 80 long since I've heard you. W: (Laughs) Well, look here, the President wants you and Mr. Paul HMJr: Yeah. W: to come over here Tuesday - he said Monday or Tuesday, but I'd put it Tuesday - 'cause Churchill won't go 'till Tuesday morning. HMJr: Well, I'll be in Detroit Monday anyway. W: All right. Will Tuesday be okay for you? HMJr: Wonderful. What time? W: Well.... HMJr: Give us the first appointment. W: All right. Give you the first appointment. HMJr: About 11:00 o'clock. Ie that W: I think that will be fine. HMJr: What? Regraded Unclassified 73 - 2 - W: 11:00 o'clock. HMJr: About half an hour? W: Yes, sir, I'd say, at least. HMJr: That would be very nice. W: All right. HMJr: Good. W: Say, look here. HMJr: Yeah. W: When are you going to Charlottesville? HMJr: Oh, I think it's on the 12th - I think. W: Yes. Well, look here, Frances - I don't know whether I'll be there or not but she will and she said, "Why don't you come over and spend the night with us?" Occupy the President's little cottage. HMJr: Be wonderful. W: Well, now, you do that. HMJr: Wonderful. W: And that'll be on 8 Sunday, and HMJr: It's our broadcast that Sunday night, but I'd be there the night before. W: Will you come Saturday, and stay Saturday and Sunday both? And how about Mrs. Morgenthau? HMJr: I don't think she'd be well enough. W: Well, it's a double cottage and.... HMJr: Yeah. W: .... there's two great big beds. Regraded Unclassified 74 - 3 - HMJr: I don't think that she'll be well enough. W: Well, we'll put you in there and count you - on your being there Saturday and Sunday HMJr: Well W: and you can go about your business - do anything you please out just have that your headquarters. HMJr: That will be wonderful. W: All right, sir. HMJr: Ah - I'll be broadcasting the night of the 12th - - I think it's 7:00 o'clock - something like that. W: fes. HMJr: out I'd have to go over there Saturday. W: 108. Fine. You come on over then and spend your time with us there AMJr: Yeah. W: and we'll reserve the cottage for you HMJr: Yeah. W: and even I'll have a julep ready for you HMJr: Oh W: after you get through. HMJr: That will be wonderful. W: And you see Monticello 1s right up the hill from there. HMJr: Yeah. W: Well, that's fine. I'm awfully glad to - and I'm sorry we can't get her. HMJr: Well, I'll speak to her but I don't think that she's going to be able to make it. Regraded Unclassified 75 - 4 - W: All right. Well, you tell her that Frances wanted her. HMJr: I'll tell her. V: And that's - when we heard the other day, and Frances told me to contact you right away. HMJr: Wonderful. W: All right, sir. HMJr: And then, 11:00 o'clock... W: 11:00 o'clock Tuesday, the 7th. HMJr: Thank you. W: Good. Thank you. Regraded Unclassified 76 Meeting in the Secretary's Office September 1, 1943 Present: Secretary Morgenthau Mr. McCloy General Hilldring Mr. White The following is the gist of the conversation. I think the meeting was called at LoCloy's request. .r. FeCloy said that he had wanted to designate Mr. Wolfe (?) to represent the Army on fiscal affairs in London. lie said that Mr. Wolfe was a very able fellow and he thought that he would do an excellent job in London for the Army. McCloy added that he was under the impression that the Secretary had approved of that selection. The Secretary replied that that was not his understanding, that he remembered that coloy asked him what he thought about the man and he had said he was all right. The Secretary said he thought McCloy asked him a general question and he (the Secretary) had no idea that McCloy was thinking of that man as a candidate for the top fiscal job in London. If he had told the Secretary that that is what he had in mind the Secretary definitely would not have approved the selection. cCloy replied that he thought the Secretary had approved him, and did the Secretary have any objection to his being named for that job. " The Secretary said he definitely did not approve the selection of this man. Mr. cCloy said that he had practically made a commitment and did not know how he was going to get out of it and did the Secretary want reconsider his opinion in the light of that and approve of the selection. The Secretary said no, he was sorry but he did not feel that that man was the proper man for that kind of a job. The Secretary said that if the Army wanted to work with the Treasury on fiscal and monetary problems then the Treasury ought to have some say in a selection of the man for so important a job in the fiscal and monetary field. Mr. McCloy asked "poes that mean the Army must pick a man from those names suggested by the Treasury" and the Secretary "Oh, no, it didn't matter who thought of the man first. The man agreed upon ought to be satisfactory to both departments." Mr. McCloy replied that that sounded all right to him, but he had ¿one pretty far with Mr. Wolfe and he wanted to think it over and see what could be done. He assured the Secretary, however, that they would not appoint a man to whom the Secretary objected and the Secretary said that is all we ask. H. D. White HDW Regraded Unclassified 77 CLASS of SERVICE WESTERN (00) SYMBOLS The is 3 full-rate DL=Dey Letter Virgram or Cable- fram unless in de- UNION NL-Night Letter Terred character is In- deared by a suitable LC=Deferred Cable symbol above or pre- NLT-Cable Night Lenter ending the address A. N. WILLIAMS NEWCOMB CARLTON J. c. WILLEVER PREMIDENT CHAIRMAN OF THE BOARD FIRST VICE-PRESIDEN Ship Rediogram / Une una shown to the date line on telegrama and day letters is STANDARD TIME at point of origin. Time of receipt is STANDARD TIME at point of destination NA1003 55/49 COLLECT=PRINCETON NJ 1 559P 1943 SEP 1 PM 7 04 DAVID FREDERICK= 379 TREASURY DEPT ROOM 387 WASHDC= PEOPLE WHO ARE HAVING TAXES DEDUCTED NOW FROM THEIR PAY ENVELOPES VOTE AS FOLLOWS: REPUBLICATIONS 79% PAY AS YOU CO 15% PAY FOLLOWING YEAR, 6% NO OPINION. DEMOCRATS 84% PAY AS YOU GO, 10% PAY FOLLOWING YEAR, . 6% NO OPINION, THERE ARE VIRTUALLY NO DIFFERENCES AMONG GEOGRAPHICAL SECTIONS= EVELYN WICOFF AMERICAN INSTITUTE OF PUBLIC OPINION, 79% 15% 6% 84% 10% 6% THE COMPANY WILL APPRECIATE SUGGESTIONS FROM ITS PATRONS CONCERNING ITS SERVICE Regraded Unclassified 78 Fast: Here text withou Gallip complete to till on 1 discurs 5V- for V IPI. SL 453 OK Suppenday Signature its, therine may meat, be any. CKTS BY WILL CALL U OK USE MA UFS FIELD DIRECTORS OFFICE sun they we'll we 9AM have hear Thursday by KY VFC 9-1-43 TO R U COYNE HERE IS COPY OF TODAY S CALLUP POLL PUBLIC OPINION NEWS SERVICE FOR RELEASE WEDNESDAY SEPT 1 1943 PAY -AS-YOU-CO SYSTEM FOUND OVERWHELMINGLY POPULAR WITH TAXPAYERS ATTES. 2 MONTHS TRIAL 2 AMOZNT OF THOSE SUBJECT TO WITHHOLDING TAX LIKE IT THE THAN FORMER SYSTEM Regraded Unclassified BY GEORGE GALLUP DIRECTOR, AMERICAN INSTITUTE OF PUBLIC OPINION PRINCETON, N J AUG 31 THE PAY AS YOU GO SYSTEM FOR COLLECTING FEDERAL INCOME TASES, WHICH WENT INTO EFFECT TWO MONTHS AGO TOMORROW, IS APPROVED BY AN OVERWHELMING NUMBER OF TAXPAYERS WHOSE WAGES OR SALARIES ARE SUBJECT TO THE WITHHOLDING TAX. ONLY A SMALL MINORITY WOULD PREFER TO GO BACK TO THE OLD SYSTEM OF PAYING EACH YEARS INCOME TAX THE FOLLOWING YEAR. WITH MANY TAXPAYERS NOW PREPARING THEIR SEPT 15 TAX FORMS, THE INSTITUTE HAS COMPLETED A NATION WIDE CHECK UP OF TAXPAYERS ATTITUDES TOWARD THE PAY AS YOU GO SYSTEM. SOME PROTESTS HAVE BEEN REPORTED FROM WORKERS WHO OBJECTED TO THE WITHHOLDING OF PART OF THEIR WAGES TO PAY THE TAX, BUT THE SURVEY REVEALS THAT THE GENERAL OPINION IS HIGHLY FAVORABLE TO THE NEW SYSTEM. TAXPAYERS WHO ARE NOW HAVING MONEY DEDUCTED FROM THEIR PAY ENVELOPES WERE ASKED BY THE INSTITUTE COLON MARK DO YOU FAVOR THE PRESENT PAY AS YOU GO PLAN FOR INCOME TAXES, OR WOULD YOU PREFER TO GO BACK TO THE SYSTEM OF PAYING EACH YEAR S INCOME TAX THE FOLLOWING YEAR QUESTION END QUOTES THE VOTE IS COLON FAVOR PAY AS YOU GO TAX 82 PERCENT FAVOR PAYING THE FOLLOWING YEAR 12 PERCENT UNDECIDED 6 PERCENT 78-A CONSISTENTLY FAVORED IV IS SIGNIFICANT THAT THE TAXPAYERS OF THE COUNTRY ARE JUST THEY Ill FAVOR OF THE PAY AS YOU GC SYSTEM TODAY., AFTER TWO : ITS OPERATION, AS THEY WERE IN FAVOR OF ITS ADOPTION IN THE LAST SPRING. 7 TXI THE OF THE PROTRACTED DEBATE IN CONGRESS OVER THE ITS SUBSTITUTES, INSTITUTE SURVEYS FOUND THAT 10 PERCENT OF THE NATIONS TAXPAYERS VITY OPINIONS' WERE ID ADDITING A PAY AS YOU GO SYSTEM, AND THAT 72 PERCENT THE PARTICULAR METHOD SUGGESTED BY BEARDSLEY RUML FOR THE COUNTRY 01: A PAY AS YOU GC BASIS. THE SCHEME FINALLY TV CONCRESS, CALLING FOR A MAXIMUM FORGIVENESS 07 07 THE TAX FOR 1942 OR 1943, VHICHEVER IS THE LESSER, CALLED "THE RUNL PLAN III THREE QUARTERS TIME. TO SURVEY CONDUCTED LAST APRIL BEFORE PAY AS YOU GO VAS ADDPTED, : LLOVING ISSUE TO THE TAXPAYING PUBLIC COLON : VEAR THE FEDERAL GOVERNMENT COLLECTS INCOME TAXES = WHEY PREVIOUS YEAR. WOULD YOU LIKE TO HAVE THAT PLAN I.. WOULD YOU PREFER TO PAY YOUR TAXES on THE HEMEY AS YOU IT SUBSTION END QUOTES THE VOTE VAS COLON 1.42 Today - PAV AS YOU CC 79 PERCENT 820% ILD SYSTEM 21 PERCENT 12% 311 TODAYS SURVEY THE VOTE OF THOSE NITH OPINIONS IS 87 PERCENT 07 PAY AS YOU CO, OF EVEN MIGNER TEAN THE VOTE OF ALL LAST SPRING. LISTING INSERT APPEARS UNDER SECRETARY MERGANTHAU S PICTURE D-700-00 POPULAR OF THE TREASURY NORGENTHAU WILL BE INTERESTED TO KROW THAT NTC TXC MONTHS UNDER THE PAY AS YOU GC INCOME TAX SYSTEM, LIKE IT FAR BETTER THAN THE OLD SYSTEM, -ALLYP POLL SHOWS. THE VOTE COLON 7.1728 PAY AS YOU GO 22 PERCENT WHER 12 PERCENT IDECTORD $ PARCENT 21 DET WV Regraded Unclassified 79 September 1, 1943. My dear Congressman Taber: I wish to acknowledge your letter of August 24. I would like to suggest that upon your return to Washington you call and let me arrange for you to sit down with me and some of our people, so that we can go over the details of our program with you. I should like you to know just what we are doing and I would be glad to hear any suggestions you have to make, in connection with the War Bond Program. Sincerely yours, (Signed) H. Morgenthau, Jr. Honorable John Taber, Auburn, New York. Regraded Unclassified MEMBER COMMITTEE ON APPROPRIATIONS Congress of the United States House of Representatives lasbington, D. €. AT AUBURN, NEW YORK, August 24, 1943 Y Hon- Henry Morgenthau, Jr. Secretary of the Treasury Treasury Department Washington, D. C. Dear Mr. Morgenthau:- I remember having some correspondence with you last winter about the size of the appropriation that was made for publicity efforts in connection with the sale of gov- ernment bonds and securities. I felt that the amount that was to be provided was altogether out of line and while it was less than last year, it was more than it should be. My fears along this line have been borne out, As I told you at the time, the loading up of all of your committees with much more material than they can possibly use and the loading up of newspaper offices with much more material than they can use was a detriment to the government and B. detriment to the sale of government bonds and securities. I find that that same condition which existed a year ago and all through the winter is still continuing as we approach a new drive, and that nine-tenths of the things that you are sending out from Washington are a liability rather than an asset. I am wondering if it is not possible for you to re- view this situation and place it in line with what it should be and in line with what the interests of the government require rather than to allow the expenditure of funds to go on in the same loose, ridiculous way that it has been al- lowed to go before. I ask you, please give your support to the war effort by cutting down on this unnecessary expense. Very John Dalir sincerely yours, Regraded Unclassified 81 SEP 1 1943 TO INVESTMENT BANKERS, STOCK EXCHANGE FIRMS, DEALERS AND BROKERS IN SECURITIES, The expert services of men in your lines of business, which proved no valuable to the Treasury Department in the 1st and 2nd War Loan compaigns, aro now in demand again. As I recently announced in the press, the 3rd War Loan Drive is to open on September 9, and its objective will be the sale to buyers, other than commercial banks, of United States Government securities in the amount of 15 billion dollars. I am well aware that in previous drives sen from your offices not only played a major part in the agocessful solici taion of large subscriptions, but also, especially in the larger cities, brought experience and skill to the organization and training of Volunteer workers. l/any of you are already active in making preparations for the 3rd War Loan. Your services are deeply appreciated and will this month be more valuable than ever before, because in this drive, emphasis is to be placed on sales of bonds to the largest possible number of individual buyers. This will require a thorough canvass of large and small buyers of all kinds other than commercial banks. Here in Washington, I have asked Mr. Edward B. Hall, an Assistant to the Secretary, who has had long experience in various phases of the banking and investment banking business, to aid Mr. Ted R. Gamble, National Director of the War Finance Committee, in supporting the sales work of banks and bankers, securities dealers, stock exchange firms, savings and loan associations, and other financial institutions in the 3rd Har Loan Drive. Your State and local War Finance Committees will call on you to furnish as much distributing talent as you can, and I bespeak for them your customary whole-hearted response. Sincerely, (Signed) II. Mergenthau, Jr. Regraded Unclassified 82 SEP 1 1943 TO THE BANKS OF THE UNITED STATES, From the beginning of the Defense Program, your officers and employees have played a. decisive role in the financing of the war. Through cooperation with the Har Finance Committees, your leadership has been indispensable. You have been our main support in issuing bonds. You have, I know, given freely of your time and resources without thought of compensation beyond the satisfection that comes from serving your country. During the 3rd May Loan Drive, which opens September 9, we shall probubly have to issue in the neighborhood of fifty million bonds to individuals. A large part of this burden will fall upon the banks. I am confident that you will do this job as you have many others with efficiency and dispatch. Here at Headquarters I have asked Mr. Edward B. Hall, an Assistant to the Secretary who has had many years of experience in various phases of the banking business, to assist Mr. Ted 2. Gamble, National Director of the War Finance Committee, in supporting the sales work of banks and bankers, securities dealers, stook exchange firms, savings and loan associations, and other financial institutions during the 3rd Mar Loan Drive. After the drive is over, the Treasury Department will nake an offering to commercial banks for their own investment. Your State and local War Finance Committees must of neces- sity lean heavily on bankers for expert assistance and moral support. I bespeak for them your customary wholehearted response. Sincerely, (Higned) I Margenthau, Jr. Regraded Unclassified 83 TO ALL NEWSPAPER PUBLISHERS: On the eve of the Third War Loan, I want to impress upon you how heavily we are depending upon the newspapers, and upon the businesses who sponsor newspaper advertisements, to carry our urgent message to the American people. In the past, these industry sponsored advertisements have proved the backbone of our promotional campaign. I am sure they will prove no less in the coming Third War Loan Drive. I hope you will pass this information along to those businesses and industries in your com- munity who can and will help sponsor this vital local newspaper advertising. We all know that raising fifteen billion dollars -- no less then five billion of it from individuale - is going to be a tremendous task. We must take full advantage of every available source of support. Sincerely, (Signed) Henry Morgenthau, Jr. Secretary of the Treasury. FS:gr Regraded Unclassified 84 September 1, 1943 Tod Gamble. The Secretary. On page 21, today's New York Tribune, there is a story of R British enti-aircraft battery visiting the United States. Are they here to help us on War Bonds? And if not, why not? Please let me know the answer in writing today. Thank you. Finished- Regraded Unclassified 85 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE September 1, 1943 TO: Mr. Gamble FROM: Ralph 0. Engelaman The British First Composite Anti-aircraft Battery, composed of 346 officers and men now in this country to help train American Anti-aireraft Troops, will be at the following camps during the Third War Loan: September 7 Camp Edwards, Mass. 17 Fort Leavenworth, Kansas 27 Camp Haan, California They will renain at each CaMp several days. (Time not yet determined). We are contacting the public relations officer assigned to the group today and shall work out arrangements to have the battery, or sections of it, featured (wherever possible and advisable) in the already planned Third War Loan activity of the localities surrounding the camps at which these troops will be stationed. It is planned that these men will remain in the country until the end of November, and they will undoubtedly be available for regular Bond rallies for some time after the Third War Loan is over. Regraded Unclassified 86 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DAVESeptember 1,1943 TO Secretary Morgenthau FROM Fred Smith The OWI has not yet used your Baltimore speech on a short wave. They have made a recording of excerpts of it, and report that they are "waiting for a spot." Apparently their schedules are very full at this writing. Excerpts were also made of the speech and distributed widely to local radio stations through OWI. AS Regraded Unclassified 87 August 27, 1943 Mr. Fred Smith. The Secretary. Please ask O.W.I. what use they made of my speech, if any, on overseas broadcasts. I'd like to have a written memo in reply. 88 THALGE MUTUAL BROADCASTING SYSTEM Inc. NewYorkOffix::H40.Broadmy PENNSYLVANIA 6-9600 September 1, 1943 Honorable Henry Morganthau, Jr. Secretary of the Treasury Washington, D. C. Dear Sir: May I take this opportunity to thank you in behalf of the Mutual Broadcasting System for your appearance on the broadcast on Wednesday, August 25th, from 9:15-9:30 PMEWT, from the 43rd Annual Session of the National Negroes Business League. Your participation on this program made it most noteworthy and we want to assure you that the facilities of the Mutual Network are always open to you. Cordially yours, Tom 10m Shter Slater Director of Special Features and Sports ib 22 shill 89 MEMORANDUM September 1, 1943. TO: The Secretary $ 15 FROM: Mr. Sullivan Mr. Niles reports that he is not acquainted with the Mr. Cohen who wired him regarding Doherty's political activity. I recommend that no formal investigation be made. I will try to inquire about this indirectly. m Regraded Unclassified WESTERN 07 90 ASS OF SERVICE SYMBOLS This is . full-rate DL-Deg Letter irgram or Cable- unless its de- UNION NL-Nahr Lener di character is In- LC=Debred Cable eed by a suitable bel above or pre- NLT-Calle Hight Letter Int the address. A. N. WILLIAMS NEWCOMB CARLTON J.C. WILLEVER PRESIDENT CHAIRMAN OF THE BOARD FIRST VICE-PRESIDENT Ship Radiogram time shown in the date line on telegrams and day letters is STANDARD TIME at polot of origin. Time of receipt 1943 la STANDARD AUG TIME PM at point T6 of destination BB574 15 NL=WUX BOSTON MASS 26 DAVID K NILES: HOTEL CARLTON WASHDC DERSTAND DOHERTY WAR SAVINGS ADMINISTRATOR MASSACHUSETTS IS IETLY ACTIVELY WORKING FOR THE COCA COLA MAN= A COHEN THE COMPANY WILL APPRECIATE SUGGESTIONS FROM ITS PATRONS CONCERNING ITS SERVICE Regraded Unclassified 912 25 Original to Thompson- SEP1 - 1943 In reply refer to 3D My dear Henry: I have received your letter of August 27, 1943 enclosing a list of the Treasury personnel in the Philippines and deprecating the absence of any such personnel from the list of those to be repatriated in the forthcoming exchange. AS you say, none of the Treasury people at Manila have 80 far been included by the Japanese authorities for repatriation in the present exchange operation. Despite all of the Department's past and continuing efforts, the Japanese government has refused categorically to agree to the general release for repatriation purposes of any Americans captured on United States soil after December 7, 1941. Japan indicated that it would permit a small number to be repatriated from the Philippines but reserved to itself -Ahe choice of the individuals 80 to be included in the list. The list of those tentatively named for repatriation from Manila has recently been altered somewhat by the Japanese authorities and there may be further revisions before the exchange finally takes place. Although the Department is continuing its efforts to obtain the agreement of the Japanese to the general release The Honorable Henry Morgenthau, Jr., The Secretary of the Treasury. Regraded Unclassified 92 -2- release of American civilians detained in Japanese- controlled areas of American sovereignty, including the Philippines, it is not anticipated that there will be any major change in the repatriation status of Americans 80 detained until after the present exchange operation is completed. All of us in the Department are keenly aware of the distressing situation of Americans at present in Japanese hands and you may be assured that everything possible is being done to bring about their return to this country at the earliest feasible opportunity. Sincerely yours, Candell Hull The Regraded Unclassified 93 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE September 1, 1943 TO Secretary Morgenthau FROM Mr. White HDW Subject: Recent developments of Treasury interest in French African program. 1. The dollar-sterling-franc rate of exchange set by the President at the Casablanca Conference appears to be too high. British and American representatives in French Africa have ad- vised that the present rate of 50 francs to the dollar and 200 francs to the pound so appreciates the franc as to make it 1m- possible for French Africa to sell its exportable commodities on the world market. The Allied Governments cannot purchase strategic materials in French Africa at anything near prices offered by the Allied Governments in other areas because these prices in dollars or pounds when converted into francs at the present rate of exchange do not provide adequate francs for the North African producers and shippers to cover their costs. 2. The French Committee for National Liberation wishes to have the 50-franc to the dollar exchange rate apply to France after its liberation. Representatives of the British Treasury have advised Treasury that, during the discussions of the pro- posed financial agreement between the British and the French Committee for National Liberation, the French Representative, M. Couve de Murville, expressed the hope that the 200 francs to the pound and 50 francs to the dollar rate of exchange would be adopted for Metropolitan France after its liberation. Couve de Murville advised the British that he would recom- mend to the French Committee for National Liberation the adop- tion of a uniform exchange rate of 200 francs to the pound for all French territories with the exception of Syria. The Brit- 1sh and the French have tentatively agreed that Syria should be a part of the franc bloc but that the present rate for the Syrian pound should remain unchanged: The Syrian pound cross rate would thus remain at 43.80 francs to the dollar. Treasury has requested the British representatives in Washington to sub- mit reasons for the retention of the old rate in Syria. Regraded Unclassified 94 Division of Monetary - 2 - Research 3. The Bank of France and the French Government possess $866 million in gold in French Africa. This was reported to the Treasury representatives in Algiers by M. Couve de Murville. One-half of this amount 18 said to be in West Africa and the other half in North Africa. The Treasury representative at Dakar previously advised that according to French officials in West Africa, there was originally $1,125 million in gold held for the Bank of France in West Africa alone with unknown quan- tities withdrawn from the area prior to the Allied landings in November 1942. 4. After discussions with Treasury representatives in Algiers, the French authorities have agreed to arrange for a provisional moratorium on obligations of the Jewish people in Tunisia arising from forced mortgages of property to meet levies imposed by the enemy. Later a program for the disposition of the claims will be worked out. At the request of Treasury and State, the Treasury representatives informed the French African authorities that this Government considered the redemption of these mortgages and the payment of interest thereon to fall within the purpose of the United Nations declaration not to recognize property transfers made under Axis duress. The existence of these discriminatory burdens upon the Jewish Community and the failure of the French to take remedial action was disclosed by Treasury representatives in their in- vestigation of enemy occupation methods in Tunisia. 5. The program of war damage compensation suggested by the Treasury is presently being studied by the French. This program was suggested after Treasury representatives reported that the French had taken almost no measures to alleviate the burden of war property losses sustained in Tunisia during enemy occupation. Treasury representatives are participating in working out the details for administering and financing B. plan which will lessen the burden on individuals on whom war property losses fall either by chance or by design of the enemy. 6. The French authorities have indicated that they do not anticipate at the present time any difficulty in balancing their budget. Except for military Lend Lease aid they will not need further financial assistance from the United States and the United Kingdom. Regraded Unclassified 95 Division of Monetary - 3 - Research The French African Treasury succeeded in floating a net 13.5 billion francs of loans during the first five months of 1943. This was approximately the amount which it was expected to borrow for the entire year of 1943. 8.3 billion franos of the amount was in short-term Treasury bills and 5.2 billion franos in 3-year Treasury war bonds. 7. The fforts of the Treasury to stimulate the French to take effective action against the collaborationist elements in French Africa have begun to produce results. This is evi- denced by the arrest of certain leading collaborationists, by the establishment of the Commission of Deputation to discover and bring retribution to persons who have actively collaborated with the enemy, by the reorganization of the French Economic Warfare Administration on what appears to be an effective basis, and by the increasing number of undesirable firms being brought under control. Although the French African authorities have still a long way to go before a satisfactory economic warfare program is attained, the Treasury representatives in French Africa are of the opinion that the new French Committee for National Libera- tion can be convinced of the value of effective economic war- fare measures. They feel that the new administration will be importantly influenced in this regard by French elements who are eager for an all-out war effort. 8. French Finance Officials have accepted in principal the program worked out by the Treasury which is designed to penalize collaborationists in Tunisia and to prevent persons in Tunisia from making large windfall profits from excessively high prices charged during the period of enemy occupation. It has not, however, been given final approval of the French Com- mittee for National Liberation. Treasury representatives are disturbed lest in its actual administration the program will bear only a modified resemblance ities are still unwilling to adopt an automatic levy against the to that suggested to the French. Certain of the French author- blocked deposits and currency and, if the French Committee approves the program, it must be then cleared with the Tunisian Administration. The provincial interests of the Tunisian Administration will also be relied upon to administer the program. The Treasury representatives do not feel, however, that this Government should intervene further. Regraded Unclassified 96 Division of Monetary - 4 - Research The proposal of the French Finance Officials, which if adopted would be satisfactory, is to apply a general tax to all profits earned during the enemy occupation no matter in what form they may be held. Each person earning a profit in excess of a certain minimum is to file a declaration. If no declara- tion is filed or if the declaration sets forth a profit less than the increase in currency and bank deposits during this period, the tax will be levied automatically against the bank deposits and currency holdings which have remained blocked pend- ing the initiation of this program. The person taxed must assume the burden of proof to secure exemption from this pro- cedure. This general levy is to be supplemented by measures to discover and penalize persons who actively collaborated with the enemy. 9. The Treasury representatives in Tunisia, Dakar, and Casablanca are being withdrawn to Algiers as soon as their duties permit. Except for the minimum necessary to carry out the Treasury responsibilities in French Africa, it is planned to assign the personnel now in the French African territories to other occupation areas as the services of Treasury represen- tatives are needed. There are now 10 Treasury personnel in French Africa-4 from the Division of Monetary Research, 2 from the Legal Divi- sion of General Counsel's Office and 4 from Foreign Funds Con- trol. Three additional personnel--one economist from the Div- ision of Monetary Research, one Foreign Funds Control expert and one lawyer from the Legal Division are preparing to leave for French Africa. It is planned that this group together with Mr. Glasser and Mr. Hoffman will proceed to Sicily or Italy as soon as their services are requested. Pvt. G. T. Kerekes formerly with Foreign Funds Control has arrived in Algiers for assignment to the Finance and Con- trol Division of the North African Economic Board. 10. The official U. S. dollar funds available to the French North African authorities have continued to accumulate. As of July 31, 1943, $94 million was held in the names of the State Banks of Algeria, Morocco, and West Africa. Regraded Unclassified 97 Division of Monetary - 5 - Research This figure is misleading in that United States Army Finance Officers hold dollar credits with these State Banks and, also, in that the French African authorities are in- debted to Lend Lease for goods already shipped to French Africa. Arrangements are now being made between the French African authorities and Lend Lease for a payment of approximately 832 million which will cover the balance due on Lend Lease shipments to French Africa through June 30, 1943. 11. The French Committee for National Liberation has agreed in principle to 8 lend lease and reverse lend lease arrangement with the United States for military supplies and services. In return for military aid, estimated at $100 mil- lion dollars for the first six months of 1943, provided to the French on credit lend lease by the United States, the French are to provide as reciprocal aid certain military expenditures of the United States Government in the area other than the pay of troops and those expenditures which the military authorities consider advisable to obtain through cash. A similar reciprocal aid program is being worked out between the French Committee and the British Government. 12. British Treasury representatives have submitted to the Treasury the text of a proposed financial agreement between the British Government and the French Committee for National Liberation. It is proposed to handle payments between the Sterling Area and the territories under the control of the French Committee through special exchange accounts in the Bank of England and B. Central Agency of the French territories. These institutions are to be the sole holders of sterling and francs. The respective exchange controls are to so operate as to prevent exports of capital from one area to the other un- less such exports serve a direct and immediate economic pur- pose. In the proposed agreement it is provided that periodic consultation will be held to arrange where possible that sterling held by the Central Agency of the French Committee and francs held by the Bank of England can be used for finan- cial payments in third countries. Regraded Unclassified 98 Division of Monetary - 6 - Research This proposed agreement will replace the present finan- cial agreement between the British and the Free French as the Free French territories are now under the control of the French Committee for National Liberation. 13. Although the British Trading with the Enemy Restric- tions were lifted on July 16, 1943, as they applied to French Africa, the financial and property controls of the United States as they apply to French Africa are to remain in force. The French African assets in the United States are to remain blocked or vested under the regulations of Foreign Funds Control and the Alien Property Custodian. The Treasury will continue to monitor remittances to and from French Africa from and to the United States under the present licensing procedure set up by Foreign Funds Control. The British have indicated that they are depending on the British and French African exchange controls operating under the proposed Anglo-French Financial Agreement now being worked out to prevent any capital movements between French Africa and the Sterling Area that do not serve a definite and desirable economic purpose. Arrangements whereby persons and firms in French Africa will be permitted to dispose of their assets now blocked or vested in the Sterling Area are to be made later. The British action included the lifting of the prohibition on commercial correspondence between the Sterling Area and French Africa. This Government had requested the British to continue their censorship restrictions, pointing out that as private trade for the time being must remain on a government-to- government basis confusion would result if private commercial correspondence were permitted. The British advised that this was not possible under the powers granted their Censorship authorities. It was therefore necessary for the United States to lift its ban on private trade messages simultaneously with the British to prevent an advantage accruing to British 1m- porters and exporters as against those of the United States. This joint action was taken on July 16, 1943. Regraded Unclassified 99 SEP 1 1943 My dear Senstor: I thank you very much for your letter of August 19, 1943 with reference to the Allied Military Currency. Since I have forwarded to you in my letter of August 24 the Press Release of August 17, I presuse you had not had the benefit of that release at the time you wrote your letter to se on August 19. You will note from the Release of August 17 that we made every effort to inform the public fully of the reasons for the issuance of this currency and its effect, with special reference to its utilisation in the Sicilian Operations. In my event, however, should you desire my further or additional information on this or any other subject, please do not hesitate to call on me and I shall be pleased to ⑉ that representatives of both the lar and Treasury Departments are made available to furnish any such information. Very truly yours, (Signed) H. Morgenthau, Jr Secretary of the Treasury Honorable Arthur 11. Vandenberg, United States Senate IT:Drl 31/43 Regraded Unclassified QUIMAR our. I i CAPPER, KAME. M. POLLETTE - wis. - N. MICH. LACE H. WHITE, - MAINE SHIPSTEAD, MTNN. United States Senate P. HYE, H. DAR. COMMITTEE ON FOREIGN RELATIONS BORARD A. CLEAN August 19, 1943. AMED A. WHETE, AMT. CLIEN Membroble Henry Korgenthau, Jr. LA tary of the Treasury Washington, D. C. By dear Mr. Secretary: I read with great interest your release of Au. ust 2nd describing your new "Allied Military Currency" and I congratulate you upon successfully completing your amazing preparations in this connection. Your release, however, provides no information regarding the basic nature of this new currency. Insofar as I may be entitled to the information, I should appreciate your discussion of the following questions. (1) Under what authority is this currency issued? (2) What is its nature - which is to say, is it "United States notes" or "silver certificates" and so forth? (3) Who is responsible for the redemption and what is the reserve for this purpose? (4) Is this currency to be carried on the Treasury Balance Sheet as part of the national currency? (3) If this is a cooperative substitute not only for the American currency heretofore used in North Africa but also for the "military pound" used by the British how do we share ultimate responsibility with the British for redemption of the currency? To what extent has this special currency been used? Is this the general pattern to be followed in subsequent invasion areas? D) Does it tie-in in any way with the local currency in any given area or involve any local share of responsibility for its redemption? 1 appreciate hearing from you at your convenience. mm personal regards and best wishes, Cordially and faithfully, ted by Senator Vandenberg gned in his absence. Regraded Unclassified 101 SEP 1 1943 My dear Mr. Disneys I have your letter of August 24, 1943, enclosing an inquiry from Mr. J. C. Day of Tulsa, Oklahoma, with reference to the "invasion money" employed by the Allied Military forces in Sicily. I an enclosing copies of Joint Statements released by the Treasury and War Departments to the Press on August 2, 1943, and on August 17, 1943. These state- ments will furnish information concerning the nature and character of the "Yellow Seal" dollar and the Allied Military Lira Currency. Your interest in this matter is appreciated and I hope the enclosed statements satisfactorily answer your inquiry. Mr. Day's letter is returned herewith. Sincerely yours, (Signed) H. Mergenthau, Jr. Secretary of the Treasury. Honorable Wesley E. Disney, House of Representatives. Enclosure. Regraded Unclassified WASHINGTON ADDRESS: New House OFFICE Bullows DELAHOMA ADDRESS: Congress of the United States Tulsa, OKLAHOMA WAYE House of Representatives MALGE Mashington, B. €. August 24, 1943 Hon. Henry Morgenthau Secretary of the Treasury Washington, D. C. Dear Mr. Morgenthau: I am enclosing herewith a letter I have received from Mr. J. C. Day of Tulsa, Oklahoma, which is self-explanatory. I would be pleased to be advised in the premises. Sincerely yours, MalayEdianey Wesley E.Disney WED/mem Enc. Regraded Unclassified 103 WESTERN PETROLECM REFINERS ASSOCIATION 305 MID-CONTINENT BUILDING TULSA, OKLAHOMA OFFICE OF SECRETARY THEASURER August 6, 1943 Hon. Wesley E. Disney New House Office Building Washington, D. C. Dear Wes: I notice that in the invasion of Sicily, the United States forces are passing out "invasion money". I should like to know if this currency is backed up by silver or gold, or what guarantee is behind it. Are we to redeem this at face value the same as currency in this country, and by what authority did the Treasury of the United States issue this invasion money? I think this is a problem that our Congress should investigate, and the American public should know what is being done, and how. With kindest personal regards, I am Very truly yours, XDAY JCD:MC Regraded Unclassified 104 HEL Bombay This telegram must bE paraphrased before being Dated September 1, 1943 communicated to anyone other than a Governmental Rec'd 11:17 a.m., agency. (BR) SECRETARY of State, Washington. 592, September 1, 10 a.m. Your 356, August 19,. FOR THE TREASURY DEPARTMENT. (A) August 31 gold rupees 70 annas six per tola fine, silver rupees 112 per 100 tolas. (E) RESErVES August 20 gold coin and bullion no change, silver coin including paper notes millions rupees 140.7. (G) STRICTLY CONPIDENTIAL. July gold imports 3 ounces Exports 2594 ounces, silver imports 4292 ounces Exports 16,191 ounces. Revision of June 1943 figures: silver imports 1,240,495 ounces. (I) General working class cost of living index Bombay, year ended June 1934 represents 100: month Ended July 31, 1943 index number is 236; food prices Bombay month Ended July 31 index number is 262 same base year. (K) Provincial governments in India launching "save and Regraded Unclassified 105 -2-, #592, September 1, 10 a.m., from Bombay. "save and lend" campaign according to plan prepared by Central Government. Target is 1,000,000,000 rupees by the End of March 1944. This is anti-inflationary drive aimed at the small investor. During the next few months cultivators EXPECTED to have, as a result of high prices of pro- duce, 2,000,000,000 rupees in EXCESS of receipts in prewar days which would bE spent in bazaars and to purchase land thus forcing up prices. Second aim, therefore, reported to bE aid to cultivators by persuading them to Save for postwar years. Plan is to persuade each cultivator to subscribe individually to defense savings certificates or to war loans. DONOVAN NPL Regraded Unclassified 106 DM Calcutta This telegram must bE paraphrased before being Dated September 1, 1943 communicated to anyone other than a Governmental REc'd 8:26 p.m. agency. (BR) DEPARTMENT OF STATE Secretary of State, DIVISION OF Washington. SEP - 3 1943 1113, September 1, 7 p.m. COMMUNICATIONS AND RECORDS FOR THE SECRETARY OF THE TREASURY FROM ADIER OnE. Clear from cursory investigation that visit to Bombay Essential for preparation of report. Bombay is leading financial center and dominant bullion market in India, while Calcutta is secondary financial center and has only nominal bullion market. Two. Accordingly,. subject to your confirmation I propose to leave Calcutta September 5 and to spend about a WEEK in Bombay and a few days in Delhi. BECAUSE transportation connections are more eonvenient shall visit DElhi first. Consul MacDonald fully agrees with desirability of visiting Bombay and Delhi. MACDONALD WTD Regraded Unclassified 1943 SEP 2 PM 1 48 107 NOT TO BE RE-TRASMITTED TREASURY DEPARTMENT COPY NO. 13 BRITISH MCST SECRET U.S. SECRET OPTEL NO. 288 Information received up to 10 a.m., lst September, 1943. 1. NAVAL Coastal Forces operated off VIBO VALENTIA and the Toe of ITALY on 30th/31st and Destroyers carried out a sweep off the CALABRIAN Coast without incident. A Russian Submarine has sunk a 2,150 ton Bulgarian ship in the BLACK SFA. 2, MILITARY In the SMOLENSK SECTOR, the Russians have broken through the German positions and captured YELNYA. In the KURSK Sector, they have entered the Northern UKRAINE and have captured GLUKHOV and RYLSK. 3. AIR OPERATIONS WESTERN FRONT. 30th/31st. MUNCHEN-GLADBACH and RYEYDT. 2,272 tons dropped including 11 8,000 pound, 268 4,000 pound H.E. and (71,269) tons of incendiaries in about fifty minutes. Some broken and drifting cloud hampered observation of results but accurately placed marker bombs could be seen by most crews. Not yet possible to estimate extent of success. Ground defences slight but night fighters numerous working with searchlights. Nine enemy aircraft claimed shot down, 31st. In attacks on airfields Fortresses dropped 281 tons at AMIENS/GLISY, Marauders 48 tons at LILLE/VENDEVILLE and Mitchells 30 tons at MONCHY le BRETON. Good results are reported in each case. 43 tons were dropped by Marauders on MAZINGARBE Power station with 'fair to poor4 results. Enemy casualties by bombers and fighters cooperating in those and other operations 12.4.7. One Fortress, One Marauder and 7 Fighters missing and 3 Fortresses crashed in this country, 31st/lst. 713 aircraft sent out: BERLIN - 621 (48 missing), ammunition dump in FORET de HESDIN near ST, OMER - 41, BRAUNEILER - 5, Intruders - 43 (1 missing), Anti-shipping - 3. Over BERLIN, there was moderate cloud and observation was difficult. Preliminary reports indicate that bombing was inclined to lack concentration. ITALY. 29th/31st. Wellingtons dropped 123 tons on the Railway centre and Steelworks at FORRE ANNUNZIATA. One Wellington missing. 30th. 38 escorted Fortresses bombed VITERBO Airfield. A total of 150 escorted medium and light bombers attacked Railway centres at CIVITAVECCHIA, MARINA di CATANZARO and PAOLA. Enemy casualties - 19.5.13; Ours - 14 Fighters missing. BURMA. 28th. Heavy and medium bembers dropped 70 tons on AKYAB. 30th. Fighter damaged 115 Rivercraft on the IRRAWADDY. Regraded Unclassified 108 September 2, 1943 9:20 a.m. RE: SURVEY ON PEOPLE'S EXPENDITURES Present: Mr. Thompson Mr. Sullivan Mr. Haas MR. SULLIVAN: You recall you asked us to handle the matter of getting funds for that survey as to how people were spending their money. H.M.JR: Yes, sir. MR. SULLIVAN: And Mr. Bell had sent to me a memoran- dum that he prepared for you, reporting on a talk with Miss Joy in which she said she thought there should be a coverage of about thirty-five hundred families, half urban and half rural, such a study to cost a hundred and fifty thousand dollars. If they got it ahead, right now they could organize to start October 15 and have their answer in about six weeks or two months. She suggested that you talk with Jones - Marvin Jones - and Brown so that the three organiza. tions could share in that expense. I called Ludlow's office - you remember, Mr. Gamble said he was going out to make 8 speech and would be back in a couple of days. Apparently his plans changed, and he will not be back until the 14th. He is the number one man we would have to speak to if we were going to use our own funds. After we three met with Hlough and White, I then asked Randolph's office for an opinion as to whether or not we could use the President's emergency fund, and I have an opinion from Randolph saying that we could. Yesterday afternoon Mr. Haas talked with Miss Joy to see whether or not she would feel free to use the funds, Regraded Unclassified 109 - 2 - since they had been denied to the Labor Department, and she said if we could get it it would be eminently acceptable. We are confident that if you want action you will have to ask Harold Smith. We are recommending you do so this morning. Tell him Labor is sending over justi- fication for this. H.M.JR: Would you mind carrying this - who carries this for the Treasury opposite Harold Smith? MR. THOMPSON: I deal with him. MR. SULLIVAN: That is all right. I was just report- ing because you asked me to handle the Hill end. H.M.JR: That is right, and you have done a very good job. I want you to continue. MR. THOMPSON: Whether you want to use the President's finds-- H.M.JR: There isn't a chance to get the President's funds. MR. SULLIVAN: We seemed to think there was. H.M.JR: Let's try it. Nothing ventured, nothing gained. You go after it. MR. SULLIVAN: We thought it would speed it up a good deal if you indicated to Harold your personal interest. H.M.JR: I don't have the time. They know how to do it. MR. SULLIVAN: All right. H.M.JR: You can say that I am very much interested in this thing. Regraded Unclassified 110 - 3 - What else? MR. HAAS: Now in connection with this I talked to Gallup last night, vá th the idea that the American Institute of Public Opinion could do 8. job like this. He is also head of the research department of Young and Rubicam. He was in town; Fred Smith told me about it. We thought he might explore it and expedite it. We had quite a talk about it. He pointed out that it is a very difficult job, but he is going back and submit a proposal. I thought this, in any case the BLS should do this and make it a continuing job, but it may be that if the figures - I agree with you that all these things should be checked some way or other, and it is so important that it doesn't cost too much. If Gallup can come through with anything that looks satisfactory, or a very good indication of it, it may be that we should let them go ahead and make the initial figures earlier and we have an additional check in BLS. In that case that would be paid out of Expenses of Loans. There wouldn't be any problem. MR. THOMPSON: Depending on how much it would run into. H.M.JR: I am perfectly willing to sign a letter to Harold Smith. MR. THOMPSON: That would help. Suppose we draft 8. letter. H.M.JR: Suppose you draft a letter; then I will sign it. MR. SULLIVAN: I think it would be quite helpful. H.M.JR: If Gallup could do 8 spot check, it would be wonderful. Regraded Unclassified 111 - 4 - MR. HAAS: He said it isn't adapted to a spot check. He said it is an extensive thing or it means nothing. H.M.JR: All right. Regraded Unclassified 112 September 2, 1943 11:30 a.m. TAXES Present: Mr. Paul Mr. Gaston Mr. Sullivan Mr. Smith Mr. Blough Mr. Haas Mr. Surrey Mrs. Klotz H.M.JR: On this statement that I expect you people to have for me Monday night for the President, I would like Mr. Gaston to collaborate, please, if that is all right. Mr. Paul and I are going to go to see the President Tuesday on the tax bill. I call it a fiscal policy bill. I want to be able to lay on his desk, Herbert, a proposed statement that he should make to introduce it. I have told these three gentlemen (Paul, Blough, and Surrey) I want it. I am sure they have got it already. (Laughter) MR. GASTON: That would be a message to Congress? H.M.JR: Yes, sir, but I would like to have it - I will be coming back from Detroit - when I arrive home from Detroit Monday night. Perhaps you could find some way to put it on the Secret Service teletype and I could read it on the way back. MR. PAUL: You want to tie it up with what the President said about the returning soldiers. Regraded Unclassified 113 - 2 - H.M.JR: What I was hoping was that the President could do something for the common man in civil life corresponding to the statement he gave on the soldiers. MR. SULLIVAN: When is he giving his next talk? I was thinking he might decide this could better be handled in a public talk rather than a message to Congress. MR. PAUL: That wouldn't so much change what was said. H.M.JR: No. Now, the other thing is, right or wrong, the fat is in the fire. MR. SULLIVAN: I don't think it is. H.M.JR: On Stam. MR. PAUL: We haven't seen the transcript but got an account from Fred Smith, and it was all off the record. From what - we got it through Fred-- H.M.JR: He is reliable. (Laughter) MR. SMITH: Thank you, sir. (Laughter) MR. PAUL: It seemed all right to me, what you said. H.M.JR: Well, I gather that somebody is cooking up - this fellow from the United States Daily-- MR. PAUL: Helm. H.M.JR: He is always very friendly. He tipped me off that they are going to subpoena me. MR. PAUL: The background of it is this letter which I showed you and which we have - Stanley, have you got the draft of reply ready? Sullivan, Helvering, Stanley, and I talked it ove.' and worked out a course of procedure which I think will save all our rights and Regraded Unclassified 114 - 3 - will avoid most of the problem. Do you want to tell what it is? MR. SULLIVAN: Go ahead. H.M.JR: Do you want to do it now? MR. PAUL: I think the letter should go off sometime before you leave. H.M.JR: Are you ready? MR. SURREY: It is the first draft. H.M.JR: I don't want any first drafts. I would like & finished product. MR. SULLIVAN: For your own protection, let's get this out. H.M.JR: On the theory that Cabinet won't last until four o'clock - the chances are I will be back here by three-thirty, and I can do it just before we go into the tax thing. MR. PAUL: We have it very carefully worded. H.M.JR: I would like a finished product. When I come back from Cabinet I will take the time to get it off. MR. PAUL: We are all agreed on it. H.M.JR: But the thing I said - you can read my press conference - I said, "I am not going to let a two-by-four-man like him get my mind off the war effort." MR. PAUL: Two-by-four is only theoretically true. (Laughter) MR. BLOUGH: Five-by-five. (Laughter) Regraded Unclassified 115 - 4 - H.M.JR: This wasn't the exact language. "He is too dumb, can't do his own stuff, so he is trying to find out what we have got." MR. GASTON: To whom did you talk? H.M.JR: To the press, off the record. MRS. KLOTZ: He didn't really say that. MR. SMITH: Not as blunt as that. You said he didn't have the facility or the brains to do anything with it after he got it. (Laughter) H.M.JR: That is all. (Laughter) I went over it, told them he was just small fry, I couldn't be bothered with him. Now listen, young fellow (Blough), the purpose, at least this morning, is to let us know whether it is "M-1", "2" or "3". Mr. Paul was worried going home last night whether it was eight, seven plus or minus. MR. PAUL: I knew it was eight, seven, but "M-2" is six. But it is true, as was said last night, that up above ten thousand it is three. It would be much the same thing. MR. BLOUGH: Let me indicate what I think you want, and then if that isn't what you want-- H.M.JR: Then I will ask Mr. Surrey what I want. (Laughter) MR. BLOUGH: I put down a few remarks that you may want to make at the beginning. (Copy of notes for an agenda attached.) H.M.JR: Are you fellows going on record again? (Laughter) MR. PAUL: We are trying to get a record for you. Regraded Unclassified 116 - 5 - MR. BLOUGH: No, that is water over the dam. (Laughter) MR. PAUL: Let's be friends, huh? (Laughter) MR. BLOUGH: There are two things. First, you don't want to hand these people anything to take away with them because that means difficulty so far as publicity is concerned. Second, the idea is sufficiently diffi- cult that they probably ought to have something to see when it is explained to them. Now, that may or may not be good sense, but at least we have proceeded as if you were going to proceed along that line. I thought that these two charts - one is the first chart we looked at, which shows up to six thousand dollars, the present law, the schedule we have already talked to them about; and the "M-2" schedule with Social Security included ought to be shown to them. And second, the income tax part of it on our regular income tax scale, comparing it again with the present law, with the schedule We have already proposed, and the "M-2" schedule-- H.M.JR: Do you mind, just for my peace of mind, telling me what - as long as Paul raised the question - what is the "M-2" schedule? MR. BLOUGH: The "M-2" schedule is a schedule which will raise about three billion dollars of income taxes. H.M.JR: How was it derived? MR. BLOUGH: It was derived in the following way-- MR. PAUL: It is really six altogether. MR. BLOUGH: This schedule of income taxes will raise about three billion dollars. H.M.JR: Tell us how it came about, who was papa and mama. Regraded Unclassified 117 - 6 - MR. BLOUGH: You were papa and mama, and I was the doctor that delivered the baby. I kind of tore it up, perhaps, but anyway-- (Laughter) MR. PAUL: Instrumental delivery. (Laughter) MR. SMITH: Paul walked the floor. (Laughter) MR. BLOUGH: This, as I understood, is what you wanted, and this is what we did. We started with a surtax rate schedule, which had been designated "W" because we had gotten down that far, from "A" to "W" this year already in cooking up schedules. That surtax schedule when added to the normal tax and applied to personal exemptions of five hundred dollars for single persons, one thousand dollars for married couples, and two hundred and fifty dollars for each dependent, would at the hundred and forty-six billion dollar level of national income produce eight point seven billion dollars. That is the schedule which was used in that manner in the program that was suggested to this group several weeks ago. H.M.JR: Say it once more. I want to get it straight. MR. BLOUGH: This schedule is 8. surtax rate schedule which, when added to the normal tax and applied to personal exemptions of two hundred and fifty for dependents instead of three hundred and fifty - reduced exemptions - would produce an additional income tax revenue-- H.M.JR: Just a minute. In this plan they have proposed to reduce the exemptions for dependents from three hundred to two hundred and fifty? MR. BLOUGH: From three fifty to two fifty. Now, the first thing you wanted done-- Regraded Unclassified 118 - 7 - MR. PAUL: That is the one that was talked about at the last meeting? MR. BLOUGH: Yes, and the twelve billion dollars was built up around that. The first thing we did was to use the present per- sonal exemptions instead of the lowered personal exemp- tions. That lops off about two and & half billion dollars. H.M.JR: Doing what? MR. BLOUGH: Substituting the present personal exemptions for the lower personal exemptions. H.M.JR: In other words, you leave them at three fifty? MR. BLOUGH: That is it. H.M.JR: That lops off? MR. BLOUGH: About two and a half billion dollars. It brings the yield of that schedule to a little over six billion. MR. PAUL: Instead of eight, seven. H.M.JR: Oh, I see. MR. BLOUGH: But that is all in changing the personal exemptions - nothing else. The next thing we did, then, was to integrate the Victory tax in by adding enough to the income tax rates to make up for the cancellation of the Victory tax. H.M.JR: Which is about three billion? MR. BLOUGH: Which is about three billion dollars. Regraded Unclassified 119 - 8 - H.M.JR: And where did you put that in? MR. BLOUGH: Uniformly from top to bottom as an increase in the income tax rates. Then we made a table of the increases in income tax at various levels for a married couple and two dependents which that would give. H.M.JR: Which would produce the six? MR. BLOUGH: Yes. From that we subtracted the increased pay-roll tax which a four-percent raise in employee pay-roll tax would make. What was left in each income bracket was the income tax increase which we had as our goal. We then took that increase, added it to the previous income tax, computed & new rate schedule to produce it. That new rate schedule is "M-2". MR. PAUL: Summarizing that, as I understand it, you have left on your schedule increased income taxes above three thousand, and Social Security increases are the taxes below three thousand. H.M.JR: That was his assignment. MR. PAUL: But that operation was performed, if we can continue to be clinical, on a six-billion-dollar basis. So when we come out we get about three billion tax and four of the other. MR. BLOUGH: Somewhat more than six altogether: Three billion of income tax and three billion and a half of increased pay-roll tax. The reason why is that the pay-roll tax is paid by a lot of people who would not pay the income tax. H.M.JR: Well, the fact remains - the way Paul put it, you took the assignment, the increased tax of two and a half billion which would have come from lowering Regraded Unclassified 120 - 9 - exemptions, and we more than make that up through the Social Security tax. MR. PAUL: No, that isn't right. MR. BLOUGH: No. Instead of eight point seven we get three billion of income taxes. H.M.JR: You didn't let me finish. I will say it again. By not lowering the exemptions you lose about two and & half billion on people with income of three thousand or less. Now, as a substitute for that you put in Social Security-- MR. PAUL: We have no substitute. H.M.JR: To go back, in three thousand dollars or less by not lowering the exemptions we lose about two and a half billion dollars in income. By applying the Social Security to people of three thousand dollars or less we gain about three billion dollars in revenue. MR. BLOUGH: Roughly - both things are rough. MR. SULLIVAN: Your loss of two and a half doesn't come exclusively from the people below three thousand. H.M.JR: But, anyway, the net is that when we get all washed up, through Social Security and the increase in the higher brackets, the fellow who pays twenty-five thousand dollars comes to practically fifty-four percent; and on the original eight, seven he is practically fifty-four percent. MR. PAUL: You have the schedule, but you don't have the eight, seven. H.M.JR: I mean for the individual. I am not talking about the net in Dan Bell's bank, but the individual of twenty-five thousand dollars. Regraded Unclassified 121 - 10 - When we started, the fellow who had an income of twenty-five thousand dollars would pay approximately fifty-four percent. Now, when we have all of this business still the fellow with twenty-five thousand dollars pays that. Am I right? MR. BLOUGH: Right. H.M.JR: So we arrived at it differently, but as to the individual it is the same. So if they ask us, "Have you changed it any in the higher brackets?" the answer is no. It is ninety-nine percent the same - ninety-nine and a half. At least it is ninety-nine percent the same to the man of twenty-five thousand dollars and above. MR. BLOUGH: There are a few errors at the very top of the schedule. MR. PAUL: You had said you wanted to change your strategy and present a high yield program. This "M-2" will yield - it will present a program of about two and 8 half billion less. H.M.JR: What do you mean, high yield as it affects the individual or as it affects the Treasury? MR. PAUL: Total revenue taken. We presented 8, twelve-billion-dollar program before. H.M.JR: The President thought twelve billion dollars was too high. I told him I thought this was, just rough, about ten. MR. PAUL: Just about ten. H.M.JR: Let me see how close. On excise taxes, two billion more; corporate taxes, one billion more. And how much is this other? MR. PAUL: Six. Regraded Unclassified 122 - 11 - H.M.JR: I mean through Social Security and every- thing else. MR. BLOUGH: Let's itemize them. The individual income tax, about three more; the employee pay-roll tax, about three and a half more; the employer pay-roll tax, about two more; estate and gift tax, maybe a couple of hundred million. H.M.JR: That is eleven and 8 half. MR. GASTON: Your employer tax in there brings the whole program up to where you started - almost up to twelve billion dollars. H.M.JR: Yes, very nice. MR. BLOUGH: A couple of things ought to be men- tioned. That employer pay-roll tax will have some adverse effect on the corporate income tax. MR. PAUL: That is a gross yield. MR. BLOUGH: Yes. MR. PAUL: Then you can't take those figures. H.M.JR: Would it be eleven? This is eleven and a half. MR. GASTON: You have to discount the forty percent, in the first place. MR. BLOUGH: It depends on what happens, as prices go up or profits go down. If profits go down, then what you point out is right. You would have to discount it. MR. SULLIVAN: Even if they remain constant you will lose out of your corporate yield. You lose about half of your additional yield. MR. PAUL: At least half. Regraded Unclassified 123 - 12 - MR. BLOUGH: I say it depends on whether the prices should go up so that the gross take of the corporations is increased likewise. MR. SULLIVAN: I don't think I would get involved in that, Mr. Secretary. It is terribly complicated. MR. HAAS: If you are that close to twelve, if the war expenditures continue at present level we will have to figure that on a higher national income basis, so that will bring it up. H.M.JR: Listen, George, you had better give Paul, to give me when I see the President - when I see the President I don't want to sit around and argue with the President. If he says, "How much will this produce?" I want to-- MR. HAAS: They are getting it all. H.M.JR: Randolph, will you have that? MR. PAUL: I will have all I can get. I think it is going to take a long time to get some of that, but I know the total over-all. H.M.JR: But with the President, if you say that it is between eleven and a half and twelve he doesn't mind. MR. PAUL: We can have that. H.M.JR: You certainly ought to be able to hit it within a half a billion dollars. MR. SULLIVAN: When he spoke of how much he wanted, that was on a gross basis, I think. I think anything you say - that you said to him was probably on a gross basis, Mr. Secretary. H.M.JR: Well, I think we are all right. Regraded Unclassified 124 - 13 - Now, have you got some introductory remarks you would like this afternoon? MR. BLOUGH: I just dictated them off. They are probably no good. MR. PAUL: We would like to ask a couple of questions about the meeting in general. MR. BLOUGH: Do you want the charts up in the room? MR. PAUL: We thought we would have the big charts up. H.M.JR: Sure. MR. PAUL: The second point, we thought it would be appropriate if you made an introductory statement at least. I don't know whether you want to conduct the whole meeting. H.M.JR: I am very much in sympathy with what you are saying. MR. PAUL: I think Roy ought to explain the details of this plan, and then deryou want to have a discussion headed up to anybody? H.M.JR: I think I will sit in the chair today, unless it gets too hot, and then I think Roy should do the thing. But inasmuch as this is not going to be run quite as judiciously as you ran the other two meetings - it takes a little more assertiveness - I think I had better do it. MR. PAUL: That suits me all right. H.M.JR: I knew it would. I think I had better, figuratively and actually, be in the driving seat. I think it is going to take some driving. And it would be less embarrassing to you. Right? Regraded Unclassified 125 - 14 - MR. PAUL: It wouldn't be terribly embarrassing, but I think you ought to do it. H.M.JR: I would like to. I would enjoy doing it. (Notes for agenda for meeting handed to the Secretary.) H.M.JR: (Reading) "The Secretary would open the meeting with a few remarks: At the last meeting one of the points that was briefly mentioned but was not gone into was the relation of Social Security and the tax bill. "There obviously is such a relation, because the employee payroll Social Security contributions press on"- no, I can't say this. Let me do it kind of free and easy. MR. BLOUGH: Of course, Mr. Secretary, you weren't intended to read it. MR. PAUL: No. MR. BLOUGH: I thought you might want some ideas on what to say. H.M.JR: No, this is for people - a final talk to people who have already received their PhD. (Laughter) MR. BLOUGH: This is just trying to put down-- H.M.JR: I got it largely here (indicating heart). I don't want too much here (indicating head.) (Laughter) MR. BLOUGH: This was intended to strengthen your hand, that is all. H.M.JR: Now that it is clear in my mind how "M-2" came into being, we are all right. (Laughter) Since I have had this meeting with the President - I mean, I feel very much more confident of myself, until Regraded Unclassified 126 - 15 - the next thing happens, and knowing we are having 8 meeting Tuesday, and all that sort of thing, I think we are all right. MR. BLOUGH: Could I read one paragraph of this to you? H.M.JR: Absolutely. You can read the whole thing, if it would make you any happier. (Laughter) MR. BLOUGH: There are two or three ideas in this paragraph that I think you may want to take into con- sideration. "Any expansion in the Social Security program and of taxes to finance it must, of course, stand on its own merits. It would be neither good fiscal policy nor good social policy to rest the expansion of Social Security on the financing effects. However, these effects are a consideration and one which dictates the present as being a very logical time to expand Social Security. "Heavy withdrawals of purchasing power are needed from lower income groups at the present time. Employee pay-roll taxes are one of the most effective measures for accomplishing such withdrawal. Such taxes, when linked with expanded benefits, are the one form of tax increase which industrial workers will accept cheerfully, and, I believe, enthusiastically." MR. HAAS: That will kill it. (Laughter) McNutt made a very good statement, I thought, in-- H.M.JR: If you don't mind, I am ready now. Some- times I want a statement. This is one of the times I don't want one. I am either ready or I am not. But thank you very much, Roy, and I am being sincere now. I am ready. Then the thing is that you (Paul) are to let Mrs. Klotz know and she will let me know when I come back from Cabinet, and we will do that letter. Regraded Unclassified 127 Notes for an Agenda for the 4:00 meeting September 2, 1943 The Secretary would open the meeting with a few remarks: At the last meeting one of the points that was briefly mentioned but was not gone into was the relation of Social Security and the tax bill. There obviously is such a relation, because the employee payroll Social Security contributions press on ability to pay in much the same way as do other taxes. If the burdens of expanded social security are not taken into account in the tax bill, the result would be either that the expansion of Social Security would be blocked or that the taxes would have to be readjusted when Social Security was expanded. Any expansion in the Social Security program and of taxes to finance it must, of course, stand on its own merits. It would be neither good fiscal policy or good social policy to rest the expansion of Social Security on the economic and financing effects. However, these effects are e consideration and one which dictates the present as being the logical time to expand Social Security. Heavy withdrawals of purchasing power are needed from lower income groups at the present time. Employee payroll taxes are one of the most effective measures for accomplishing such withdrawal. Such taxes, when linked with expanded benefits, are the one form of tax increase Regraded Unclassified 128 - 2 - which industrial workers will accept cheerfully, and I believe enthusiastically. For these reasons it has occurred to me that it would be desirable for the President to take an active position in support of expanded Social Security, prior to the time the tax hearings start, and for the tax proposals to include Social Security contributions carefully integrated with the income tax proposals in order on the one hand to get larger amounts of revenue from low income groups and on the other hand not to overburden such groups with taxes for which no benefits would be paid. Nothing final has been decided with respect to this pro- posal. Naturally the decision will be the President's to make. However, I think it would be very constructive if we could have a free interchange of opinion regarding the idea. In order that you may have a somewhat more definite idea of the type of income and payroll tax integration that I have in mind, an explanation will be briefly made by Mr. Blough. After that Mr. Paul will serve as Chairman as he has in the last two meetings, and I hope we may have a full and free discussion. Regraded Unclassified 129 September 2, 1943 4:05 p.m. HMJr: I don't know whether you've heard about Churcnill, but I've heard nothing. Ted Gamble: I have heard nothing. HMJr: Call up his secretary.... G: I will call Mr. Martin right now. HMJr: ...and if there's anything doing, if anything's fixed, send me in a slip. I'll be in this tax meeting for a couple of hours. G: Fine. HMJr: Will you? G: Yes, sir. HMJr: Thank you. G: All right. Regraded Unclassified 130 Envelope sent to the White House by SS Agent addressed to attention of John Martin, Secretary 131 September 2, 1943 The Right Honorable Winston Churchill, British Prime Minister, The White House, Washington, D.C. My dear Mr. Prime Minister: As you know, our big Third War Loan Drive starts on September 9th. We have set a quota of 15 Billions Dollars for this drive, all of which is to be raised from non-banking sources. No job approaching the magnitude of this effort has ever before been attempted. The President is going to officially launch the Program over all of our radio networks on the evening of September the 8th. I should like to invite you to help us with an idea that I think will go over big with all the people in our country. The sixteen thousand theatre screens in the country have been made available to us, and we have been trying to obtain a. newsreel shot that would ef- fectively spark our drive through this media. I would like for you to appear in front of the newsreel cameras buying the first Bond from me. This could be done late today or preferably tomorrow morning. Sincerely, (Signed) H. Morgenthau, Jr. Secretary of the Treasury. Regraded Unclassified Tax meeting Γ 132 Thursday. Sept 2, 1943 4 P.m. Harold Smith or mr. Loessler ( actinicator Janes) marriner Eccles Donald nelson General Green Caum for Judge Patterson Rauchlin Currie Secretary Wickard Sewell Key for Sam O. Clark Ganson Purcell arthur altmeyer Richard Destravis Gilbert for Prentics Brawn Isidor Lubin- also represents Secy Perkins Bernard Baruch Ben Cohen TREASURY Paul James Porrestal Sullivan Sav. me nutt Capt. Strauss Hass Gaston Beough Judge Roseuman Fred Surrey Smith Helvering a. $ Hinrichs (B.L.S.) Dr Senion timets (for Lindors m. maggs. Regrets Octing seen Dnelson) Labor there Judge Vinson Thoup Hart Secy Jones- sending alternate ADY Perkins Lubin will represent Donald nelson. hill send alternate WH. Davis 133- September 2, 1943 HM Jr's ideas on why social security should be a part of the tax program - presented at 4:00 meeting of interested agencies And we THE WHITE HOUSE WASHINGTON 1. sound economics 2. anti- inflation 3. producers revenue 4. sound social outlook 5. Post War aspectsgood 6. good Politics. Regraded Unclassified 134 September 2, 1943 4:15 p.m. TAXES: Present: Mr. Paul Mr. Blough Mr. Gaston Mr. Sullivan Mr. Smith Secretary Wickard Judge Rosenman Mr. Currie Mr. Forrestal Mr. Eccles Mr. Altmeyer General Greenbaum Capt. Strauss Mr. Helvering Mr. Wayne Taylor Mr. Amos Taylor Mr. Maggs Mr. Lubin Mr. Hinrichs Mr. MoNutt Mr. Milton Gilbert Mr. Purceil Mr. Colm Mr. Key Mr. Kuznets Mr. Loeffler Mr. Haas Mr. Surrey Mr. Lindow Mr. Shere Mr. Shoup H.M.JR: This is, I think, gentlemen, the third meeting that we have had and we here in the Treasury feel that we have made considerable progress and we finally have a program that we like. Regraded Unclassified 135 - 2 - This may sound a little boastful, but as many people as there are in the Treasury - - we think it is based on sound economics; we think it is anti-inflationary; and it produces approximately the necessary revenue. It has a sound social outlook and its postwar aspects are good. And last but not least, we think it is good politics. Those are the attributes which we claim for this comprehensive fiscal program. Now, what we have done here is this. "e have taken the original eight billion seven program of income taxes and we have changed it to the extent that we do not change the exemptions. Furthermore, we added on the - let's start with the present income tax. We consolidate into the present income tax laws, the proposal is, the Victory Tax. Then on top of that, in place of lowering the exemp- tions we have added approximately the program which is in Senator Wagner's bill on Social Security, and as far as revenue goes, the one about offsets the other. And then, continuing with people of incomes of three thousand or over, we have schedules which approximate the original eight billion seven. In other words, instead of lowering the exemptions and getting the increased taxes out of people of three thousand dollars or less through taxes, we have substituted the Social Security program of Senator Wagner. In incomes in the higher brackets, taking a man, say, with twenty- five thousand dollars income, the present proposal will give within less than one quarter of one percent difference. It works out that approximately fifty-four percent of his income will be paid in taxes, just the same as it did before. The main change is in the three thousand or less. I had an opportunity over the week end to roughly outline this to the President. He said he had been groping for something and this so unded very good to him, and he Regraded Unclassified 136 - 3 - wanted us to go further and explain it to other people in the Administration who were interested in a tax program, and then finally come to him with a complete program. I should say we stay the same as we were with corporate taxes - about a billion dollars; and about two billion dollars through special increased excise taxes. The gross program will very closely approximate twelve billion dollars, where me were when we started, but the big shift being in the method of treating the people with three thousand dollars or less. I had an opportunity yesterday to outline this to Mr. MoNutt, Mr. Altmeyer, and Mr. Maggs, representing fiss Perkins, and they will have an opportunity to say how they feel themselves. They can do it much better than I can. But I would now like to have Mr. Blough give you the more technical aspects of this program - more detailed - and then the meeting is yours for criticisms, suggestions, or even possibly approval. If Mr. Blough will - would you like to do it without being interrupted, or with interruptions? MR. BLOUGH: I don't care. H.M. JR: Mr. Blough will be glad to be interrupted if any of the things he suggests are not clear. But he will give you the technical aspects of this - what I call sort of a complete package on the fiscal front. MR. BLOUGH: What I have to say relates only to the inter-relation of the Social Security pay-roll tax or contribution increases and the individual income tax in- creases. As you know, at the present time the pay-roll tax on employees is one percent for old age and retirement insurance. That is scheduled to rise on January 1, 1944, to two percent. There is similarly a one percent pay- roll tax for the same purpose on employers which is Regraded Unclassified 137 - 4 - scheduled to rise to two percent January 1, 1944. There are combined Federal and State taxes on em- ployers of, roughly, three percent of pay roll, although merit rating has cut that down in some jurisdictions. So as of January 1, 1944, if there is no change in the law, we would have approximately two percent pay-roll tax on employees and f ve on employers. The program of the Wagner bill would raise the con- tributi ns of employees to six percent, which is an in- crease of four above the 1944 scheduled levels. H.M.JR: Can I interrupt you, Roy? I want to say something which I overlooked, which is rather important. My hope is that the President will take this as his program rather than 8. Treasury program. I want to make that very plain. I mean, this isn't something - our hopes are that he will take it and will, in a speech or message, present it to Congress rather than just Treasury. MR. GILBERT: Would he take the benefits of the Wagner bill along with the tax increase? H.M.JR: That is the idea, yes. I didn't mean to interrupt you, but in these people's minds - I didn't want them to sit there thinking that this is just Treasury. I am trying to think this is the Administration, with the hope that it is something that the President will take. MR. BLOUGH: I am going into this detail simply to refresh your memory so I won't be going off in some direction and get lost some place. Well, now, under the Wagner bill the proposal there will be an employee pay-roll tax of six percent and an employer tax of six percent. There will be no effort to integrate or combine the employer pay-roll tax with any present tax on business or corporations. There would be, however, an integration - if you want to call it that - of the increase in the employee pay-roll tax of four percent. Regraded Unclassified 138 - 5 - The integration really comes down to this: The schedule proposed some weeks ago, or suggested some weeks ago in connection with the program here - a schedule which at existing personal exemptions would raise a little over six billion dollars, and at lower personal exemptions would raise about eight point seven billion dollars - that six-billion-doilar schedule would not be used in its entirety, but would be cut down to the extent that the increased pay-roll tax was imposed on the income-tax payer. So a person who would have an increase in income tax of, say, a hundred dollars, and an increase in pay- roll tax of seventy-five dollars, the income tax schedule would be changed to give an increase in income tax of only twenty-five dollars. In other words, the pay-roll tax, in effect, has been fixed up in such & way - the income tax has been adjusted in such a way that the increase in pay-roll tax would serve as an offset against the increase in the income tax. MR. HINRICHS: That does have an effect of net in- crease in the lower incomes? MR. BLOUGH: Yes, and it is all pay-roll tax increase, but there is a substantial increase. I will explain this chart (indicating Chart II, entitle "Combined Individual Income and Employee Payroll taxes" copy attached). The rates run up to forty-five percent, then there is a break because you don't need the whole scale, and the incomes run from zero to six thousand dollars. The present law - income tax and two percent pay-roll tax scheduled for next January - runs like this: Up to six hundred dollars or so you have only pay-roll tax at two percent of gross wages. The Victory tax begins at that point and is added to the pay-roll tax up to the income tax exemptions, which reach about nineteen hundred dollars of net income for 8. married couple with two dependents, on which this chart is based. Regraded Unclassified 139 - 6 - The present income tax then moves in and is added to it. So we have this situation, that at a thousand dollars the combined pay roll and Victory tax here (indicating) amount, for & married couple with two dependents, to about thirty-six dollars or a little over, or three and six- tenths percent. And at five thousand dollars the combined pay roll and individual income tax and Victory tax amount to seven hundred and ninety dollars, or about seventeen percent - somewhere in that neighborhood - sixteen percent. Now, that is the existing situation, combining the three taxes. Now it is proposed nere - it was proposed last time, or & couple of times ago, at this meeting - to add a schedule on which is shown in this dotted line (indicating). That is the eight point seven billion schedule applied to lower personal exemptions. It did not contemplate at that time the absorption of the Victory tax, so up to the point at which the personal exemption was lowered to - which was fifteen hundred dollars for & married couple and two dependents - the tax would be exactly the same as today. Thereafter you have a very rapidiy rising tax as shown in this upper dotted line. Now, under the offset which I have just discussed and which the Secretary outlined, and using the present per- sonal exemptions instead of the lower exemptions, we would get this sort of a combination: At this point (indi- cating) you would have a six percent pay-roll tax in operation from the very first dollar of wages. And that is, as I indicated, the proposal of the wagner bill, and that would continue to be the only tax up to nineteen hundred dollars of net income. At that point the new income tax schedule would become effective and would add a tax as shown in the dashed line in the center (indicating). So the effective rate of tax, combining Social Security and income tax, is higher down here because of the higher pay-roll tax, and in this area (indicating) which fails between the present income and two percent pay-roll tax and the schedule which we suggested here several weeks ago. Regraded Unclassified 140 - 7 - You will notice as we arrive toward the end here at six thousand dollars, the proposed schedule is rapidly approaching the schedule which we proposed the last time. The effect of that is shown in this chart (indicating Chart I, entitled "Individual Income Tax" copy attached). This is for only income tax, but which in the higher leveis, of course, is the only tax that counts because the Social Security tax only goes up to three thousand dollars. Here you have only the income tax. This, again, is an effective rate chart with the rate of tax as a percentage of net income shown along the side and the net income shown on the semilogarithmic scale, so that the whole area can be included on the chart, shown along the bottom. The solid black line represents the present law. The dotted line represents the proposal which has been made before - the eight point seven proposal. The dashed line is the income tax part of the present suggestion which, as you see, is at the very bottom, below even the present law because of the absorption of the Victory tax, which makes impossible precise alignment of the two at the bottom, which then crosses the line very shortly and at about in the neighborhood of six thousand - ten thousand - and becomes almost identical with the present - I mean, with the proposal previously made. Minor variations up here (indicating) are mechanical in character and can be erased if it is desirable to do 30. In other words, this income tax which would now raise three billion dollars would not fall in this area at all but would be just as heavy from about this point on (indi- cating) as the income tax which would raise eight billion seven hundred million dollars, which is, of course, the commentary on the fact that most of the income is down here (indicating). H.M.JR: Do you want to ask some questions? MR. BLOUGH: Perhaps you may have some questions about the mechanics of this idea. Now I know I haven't made it clear or there would be some questions. (Laughter) Regraded Unclassified 141 - 8 - MR. PAUL: I would like to get you to put in the idea that this is in place merely of the individual income tax part of the previous proposals and leaves intact the pre- vious proposals as to corporate increases and excise taxes. MR. BLOUGH: That should be emphasized, yes. This combined proposal, you might say, relates only to the individual income tax and the individual employee pay-roll tax. MR. PAUL: Could you give us the constituency of the whole tax increase of which this is a part? MR. BLOUGH: You mean-- MR. PAUL: What adds up to about twelve billion? MR. BLOUGH: It is roughly this, as I recail the figures: This income tax, as indicated on the chart, would raise about three billion dollars based on a hundred and forty-six and a half billion dollar level of national income. The latest figures we have on probable pay-roll taxes indicate that the employee pay- roll tax increase would be about three and one half billion dollars as compared to - not the present level, but next year's level. The employer pay-roll tax would amount to somewhere in the neighborhood of a billion and a half dollars. MR. FORRESTAL: Are those increases or-- MR. BLOUGH: These are increases in all cases. The corporation increase suggested would be about a billion dollars; the excise tax increases suggested is about two billion two; and the estate and gift tax suggested is about three hundred million - total, eleven and a half billion dollars. Now, I would point out two things about that total. The first is that it is at a level of national income which is a bit higher than we are running today, but it Regraded Unclassified 142 - 9 - may probably be agreed, lower than the probable level of next year. So you would get a somewhat higher yield in '44 if the level of income runs somewhat highen as may be expected. In the second place, however, these are what you might call gross yields. No account has been taken of the inter-relation of the increases with each other. In other words, the increase in corporate tax would have some effect on the yield of an increase in individual tax. And an increase in employer pay-roll tax would, under certain circumstances, have an effect on the corporate tax and in turn, on the individual income tax, because you have the effect on dividends. Those have not yet been taken into account. Perhaps they would roughly off- set each other, but I wouldn't even want to make that suggestion. MR. LUBIN: Am I right in assuming that in reality what you have done is, you have increased your income tax rate in the brackets above six thousand dollars along the lines that were discussed when you talked about your original eight, seven billion tax program, and that for those people whose incomes are less than three thousand dollars, you have increased their tax, but not by income tax group, but Social Security group? MR. BLOUGH: That is roughly true. Below three thou- sand dollars - and that level is not inflexible because it depends on the marital status to some extent - but below three thousand dollars, approximately, there is no increase in the income tax proper. In fact, there are some levels where there is somewhat of a decrease, and the increase in tax at those levels - under three thousand dollars - is all increased employee pay-roll tax. Between three thousand and, roughly, eight thousand - ten thousand - somewhere in that neighborhood - the increase is combined - it is both the increased income tax and pay- roll tax. But the pay-roll tax increase, of course, doesn't go on above three thousand dollars, so what is Regraded Unclassified 143 - 10 - below three thousand helps, but it doesn't really have much effect on it. And from there on up it is the schedule that was proposed before. Now, the reason that up to about eight or ten thou- sand dollars it is a little lower is this; that up to about that level the personal exemption shift from a lowered personal exemption to the current personal exemp- tion, makes some substantial difference. When you get to about that level the small change in personal exemp- tion makes 30 little difference that it really drops out and is replaced by the somewhat higher Victory tax - higher rate necessary to absorb the Victory tax. MR. LUBIN: What happens to that group not subject to your six percent Social Security? How about that first three thousand dollars? MR. BLOUGH: Any group which is free from the Social Security pay-roll tax would likewise be free under this proposal. They would pay whatever income tax was charged. They would not, of course, pay the employee pay-roll tax. MR. LUBIN: In other words, there is no increased tax for that group on their first three thousand dollars. MR. BLOUGH: That is correct. H.M.JR: Mr. McNutt, would you like to say a word on this - what your impression is? MR. McNUTT: Our feeling is - first of all, we are supporting this Social Security program. We have felt that it should stand on its own feet. We recognize, of course, that it is a part of the taxpaying structure of this country, but if the line of clarification is made, and that part of the program is sold on the basis of the benefits to be derived from Social Security, we feel that it would be made much stronger. In other words, I feel that it could be sold 88 such while affecting your purpose as such and not as 8. part of & general program, because it is & continuing Regraded Unclassified 144 - 11 - thing and it should stand on its own feet, ensure the benefits that come from the benefits that go to the tax- payer himself. I don't know whether Mr. Altmeyer wants to add to it, but that is as simply as I know how to put it. H.M.JR: I will be repeating myself, but we are perfectly conscious of that, and we think that it should stand on its own feet, but you can't talk about Social Security - we don't think here - and put it in a vacuum by itself, when you are talking about how you are going to treat the people with incomes of three thousand dollars or less. Now, the thing - I realize I am less of a chairman and more of a salesman today, but that is why I am sitting here - I told Randolph Paul he was too judicial for this meeting today (laughter), so I took the chair. Quite frankly, we have in mind the things we have talked about with the Army and the Navy, the question about what the impact is on these people who they are relying on to produce the munitions. we have talked with Labor - organized Labor. Organized Labor likes this. They are willing to pay the six percent. They didn't like the lowering of exemptions or increasing the taxes, but they will do this and do this thing cheerfully, and they will get behind this thing publicly. So we feel that for those people who are worrying about the spending power of the people of three thousand dollars or less - Mr. McNutt doesn't want me to talk about anti-inflation, but I still have to talk about what they have to spend - this would do the job in a manner that they would like, which we here think is very important. MR. McNUTT: That is those who are subject to the Social Security act. H.M.JR: That is right. Regraded Unclassified 145 - 12 - MR. McNUTT: Às Mr. Lubin pointed out, there is another group this doesn't affect at all. MR. LUBIN: We get out of paying that tax. H.M.JR: As a Federal employee? MR. LUBIN: Yes. H.M.JR: But you are paying five percent now and you are a white-collared worker and you have had no in- crease. MR. PAUL: Mr. Secretary, may I-- H.M.JR: Do you want to argue about that? (Laughter) MR. PAUL: Mr. Secretary, you spoke of this plan having been discussed with labor. Some of the general ideas underlying the plan have been discussed, but there has been no discussion of this specific plan with labor, and I would like to add that - I would like to suggest to you that you suggest to the meeting that this precise plan hasn't been discussed with anybody outside this group, and that extreme care should be taken that is isn't discussed with reporters or anybody else who tells things to reporters, because I think it would be unfortunate to have it get abroad at this time. H.M.JR: Well, I appreciate you are worried. After all, we are all here either as Presidential appointees or representing Presidential appointees, and what I am trying to do now is - this has got beyond just the Treasury. We have an appointment early next week with the President and he either will accept or reject it. That is, of course, his privilege. Inasmuch as this is something that I hope he is going to take, I think that - I am sure that the group will want to keep it in confidence up to the time that he says that this is something he likes or throws it back and says, "Discuss it some more. Regraded Unclassified 146 - 13 - That was one of the reasons I was particularly anxious that people like Judge Rosenman, Mr. Currie, and Mr. Lubin be here because I am sure they will be consulted and I know that in the case of Judge Rosenman he has already interested himself in this. But I am glad you sounded the word of caution. MR. PAUL: At the last meeting there were twenty reporters outside the door. H.M.JR: I don't think there will be any this time. MR. PAUL: I would like to ask Mr. McNutt a question if no one else has any. As I understand your statement, you want to be very careful of the proper emphasis being put on Social Security standing on its own feet, but you don't have any objection to a joint consideration of both parts - the Social Security and the tax part of this - provided the Congressional Committee chairmen and leaders are willing to have it joint? MR McNUTT: I think if you were to use the word "simultaneous" rather than "joint" perhaps it would ex- - press my feeling more clearly. I realize the fact that unless this is done in the case of Social Security it will affect your whole structure. Therefore, it should be at the same time. But I would hate to see, because of the future of Social Security - the soundness of that system - Social Security tied into a general tax system as such. (Mr. Eccles entered the conference.) MR. PAUL: But if it were made clear that the tax-- MR. McNUTT: If it is clear-cut, and the Social Security side is considered on its own merit, all well and good. MR. PAUL: It is ultimate separability that you are interested in, not precise time when each is considered. Regraded Unclassified 147 - 14 - MR. McNUTT: That is right. It should be considered at the same time, I agree on that. MR. PAUL: I wanted to get that clear. MR. FORRESTAL: What part of the national income do you figure has been called the inflationary gap? MR. PAUL: I don't know what the inflationary gap is because I am not certain about military expenditures nor about civilian goods. We tried to get into some of that last year. I am not certain what will be the 1944 income, but if you put your 1944 income at a hundred and fifty-five billion, say, and increased your present yield and the yield of this bill to about fifty - about where you would come out - that would leave a hundred billion. There is twenty billion more - that is a hundred and fifty less twenty is a hundred and thirty, and & hundred and fifty-five less twenty is a hundred and thirty- five - place that against, say, ninety for goods - civilian goods - and you have got forty. Then you have forty billion. Now, I don't know how much is saved there accord- Ing to our present pattern. It is almost that. The gap is somewhere around ten to twenty billion. There will still be a gap, in other words, after this, unless your military expenditures come down and therefore make your income come down, or unless your civilian goods go up. There will probably still be some gap after this increased tax program. H.M.JR: Mr. Currie, do you want to say something? MR. CURRIE: I don't think SO. H.M.JR: Does it interest you at all? MR. CURRIE: Very much. H.M.JR: Well, say something. You can't exclusively be in the foreign field. (Laughter) Regraded Unclassified 148 - 15 - MR. CURRIE: I would just like to ask a question following up what Mr. McNutt said. The Social Security part of the program will be placed in a separate bill altogether, would it? MR. PAUL: The Wagner bill is before Congress now, yes. We will try, I assume, to get the Ways and Means Committee to take them up at the same time, keeping clear that they were - while integrated, the Social Security part of it would be a permanent thing and stand on its own feet and be acceptable for itself as well as we will perhaps minimize the anti-inflationary aspects of the Social Security bill. MR. CURRIE: And in the bill containing these rate increases, pay-roll increases, would also be the benefits under the Wagner act? MR. PAUL: You would hardly be able to have the Wagner collections without settling what were the benefits and the coverage. H.M.JR: Judge Rosenman, do you want to ask & question or make some comments? JUDGE ROSENMAN: No. H.M.JR: General Greenbaum, you said last time I didn't ask you anything. (Laughter) GEN. GREENBAUM: That was all right. H.M.JR: How about this time? GEN. GREENBAUM: No comment. H.M.JR: Have you got a message if you are aske d? GEN. GREENBAUM: No, not today. H.M.JR: Well, in fairness to Miss Perkins, Mr. Maggs sent us a message last night on how she felt and possibly Mr. Maggs would like to say what either he or Miss Perkins feels. Regraded Unclassified 149 - 16 - MR. MAGGS: I talked to Miss Perkins. She is, of course, mainly interested in having Social Security ex- panded. She feels that from the point of view of poli- tics, that there is danger in sending it up this way - the danger that it would militate against the adoption of Social Security now if this whole thing failed. H.M.JR: Mr. Taylor? MR. WAYNE TAYLOR: The Social Security aspect of it, I think, is 8. very fortunate approach, and I don't think you can segregate the two as completely as Mr. Paul indi- cates, because it immediately gets into purchasing power and where you are siphoning off. I would say it ought to be presented together with definite emphasis on what it does to siphoning off income. MR. McNUTT: I made the suggestion the other day that by arrangement with the chairmen of the committees con- cerned and the leaders of the committees, that they could consider this at the same time, recognizing that it is 8 part of the financial picture. MR. LUBIN: Mr. Secretary, would it be amiss to make a suggestion? Is it possible to present alter- native pictures? In other words, "Here is what the picture would look like if you did it this way. Now, if you don't pass the Social Security act, we want you to pass the other bill, which we need - the eight point seven billion from personal incomes. Here is the way to get it. Now, you can do it this way, but if you prefer you can do it through the Social Security route. H.M.JR: That is perfectly possible. As I say, again, this is a hope. But I was encouraged by the President to continue this thing. I am hoping that he will do some- thing with this on the home front as he did for the soldiers on the postwar basis, as it seems to me that this approaches that. It may not do everything, but still, it is an approach. Regraded Unclassified 150 - 17 - We have been all through the dismissal wage, as I am sure you have. It is very difficult. After going all through the thing, it seems to us here in the Treasury that the Social Security program of unemployment is the best approach on the postwar basis. As I say, I don't know, when the President sees it in black and white, how he will like it, but I was encouraged. If he was going to do it, my own advice would be that he do it in a positive way, without alternatives. But on the other hand, he might like it. I felt that if ne would do it just the way he did with the returning soldiers - this is a definite program and a definite recommendation - but as I say, I am sure that he will consult lots of people. I hope he will. But we simply felt that we would much rather have a definite recommendation. I don't know how he feels. If he wants alternatives, it is easy enough to give them to him and Congress may - of course, we are not fooling ourselves here. I mean, every time we have gone to Mr. Doughton he has always said, "which do you want - a Social Security program or a tax program? I can't give you both. Now, if you want a tax bill you had better take it; if you want a Social Security bill, I can't give you a tax bill this year." That is why we have tried to weave them together, quite frankly, to make it difficult for him, because he has stalled the Administration so long now on Social Security. We have tried to weave them together like that so that Mr. Doughton would have to consider them both and move for- ward on both fronts. Now, if we separate them, he will stail on one or the other; I don't know which. I don't know whether I have answered you, but at least it gives you some of the reasons why we have tried to weave the two together. I know the Social Security people don't particularly like it. They would like to stand on their own feet. But without offense to anybody, standing on their own feet they haven't been able to get very far on account of Mr. Doughton. Regraded Unclassified 151 - 18 - MR. McNUTT: His conventional answer has been, "No Social Security legislation until after the tax bill is out of the way." He has said that at least 8. dozen times that I can remember. MR. ALTMEYER: May I say & word, please? H.M.JR: Just because I am positive, don't let me down anybody. I just feel that somebody has to be posi- tive about this, so talk right up, please. MR. ALTMEYER: As I understand it, from the stand- point of the Treasury you had, really, two alternatives so far as the relationship between Social Security and your tax program is concerned. You could have presented your sight point seven billion dollar individual income tax program, and could have said, "This would need to be adjusted appropriately in the event that you enact Social Security legislation, placing an additional burden upon the lower income groups, or you could take the second approach which Mr. Blough has outlined and which I am assuming you favor, and that is to adjust your individual income tax schedules upon the assumption that you are going to get a Social Security program costing employees six percent. Now, that assumption is a large assumption because as someone remarked at the very outset, you can't just - the President can't just say to Congress, "I believe you should enact a Social Security program costing employees six percent," because Social Security in the minds of people consists of the benefits afforded, and the costs are necessary results. So when you get into a consideration of Social Security you are getting into consideration of the benefits to be provided, how they are to be provided, and you are getting into some very explosive situations - two in particular. One is States' rights, because the Wagner bill proposes to convert the State Unemployment Insurance laws into one national Unemployment Insurance law as 8. part of a combined integrated over-all social insurance system. Regraded Unclassified 152 - 19 - Secondly, that combined social insurance system would include, as 8. very important part, health insurance; and health insurance, as you know, is not looked upon yet with favor by the American Medical Association, or at least the hierarchy - the political hierarchy thereof. So if the President decides to send up two programs wrapped together in a package, as you put it, he ought to understand that Social Security is not something that Congress is going to be converted to and enact over night. I think it will be a long-drawn-out discussion, not to say battle, before we get anything by way of an expanded Social Security program. I would like to feel very optimistic because it is close to my heart, but as I see the realities, it is some- thing that we won't get over night. So the net result will probably be that you will not get more than you ask for - three billion dollars - and there will be an extended discussion of Social Security lasting over until next year sometime, probably. Now, my main concern - and I erdorse what Governor McNutt says - is that we present the program in such 8 way that it is made clear that Social Security is some- thing that is desirable in and of itself. True, it has these other advantages that I have pointed out to various people in the room, of anti-inflation, and helps in the financing of the war costs, and because it has those other things, it should be all the nor e de- sirable. But the enemies of Social Security have always seized upon any discussion of anti-inflation or financing of the war, to discredit a Social Security program which is sound in and of itself. And that is the thing that worries us, that they dis- tort your arguments in such a way as to throw doubt upon your bona fides in presenting Social Security in connec- tion with a tax program. Regraded Unclassified 153 - 20 - H.M.JR: I can't argue with you. I think everything that you say is right, and I am perfectly willing to point out the difficulties to the President. But if we went up with some kind of a tax bill and Doughton said the usual thing to me, "Which do you want?" and I said, "I want the tax bill first,' the chances are you will not get a Social Security bill or even get it con- sidered during Mr. Roosevelt's third term. Now, again weighing the fact as between placing the burden on people below three thousand, which we would have to - the increased burden - if we presented an all around tax bill, and taking this burden in B. form which they would get benefits from, we here came to this conclusion. Now, maybe I am being a little starry-eyed about it, and I am perfectly willing to be accused of being a little starry-eyed about it, but the final decision will have to be Mr. Roosevelt's. But left to me, myself, I would much rather go down and be defeated on this kind of a program which I can honestly defend, and would rather enjoy being 8. part of presenting - I would like once to present something that I didn t have to trim my sails on - and not something just because it was something you could get through. He has to decide that. But I personally by the end of this term would like to present something that has got a good outlook and has all these points, as I say; and I would rather feel it was sort of an honor to be defeated on a thing like this. But again, Mr. Roosevelt will have, naturally, the final say, and I am sure that there will be plenty of people who will point out the difficulties on the Hill, and he is going to have to weigh them all. When he gets through he will say, "I like your package, or, "I don't like your package," but I can honestly present it to him and point out all the things you say. Paul will be there. And after all, the people here are - there are three people here from the White House who have all got minds of their own and who can present to Mr. Roosevelt the difficulties if we should Regraded Unclassified 154 - 21 - overlook any. But having weighed all the difficulties, I still think that we in the Treasury should present this package to him. MR. HINRICHS: Mr. Secretary, there might have been an alternative way of putting this up, which I suppose should be considered. I wondered why you thought this was the better way. You might have put up your original program with any increase in Social Security taxes as something which might be deducted when, as, and if this proposal - if Social Security does not go through. It would show the need for additional funds which would then probably be supplied under the sales tax formula as the most likely substitute. Now, was this the alternative of your schedule "W," with the deduction of any increase in Social Security taxes, and if so, why is this politically the strongest formula? H.M.JR: Paul, do you want to answer that or not? MR. PAUL: I am sorry, I didn't get it. H.M.JR: Do you mind stating it again? MR. HINRICHS: Did you consider setting up schedule "W" and then making provision that any increase in Social Security taxes should be deductible from the amounts due under schedule "W"? MR. PAUL: That has been one of the alternatives we have had in mind. MR. HINRICHS: Why does this seem politically stronger? Because if Social Security falls by the wayside under this bill, it would seem that you might be very likely to get ten percent sales tax with certain basic exemptions as the alternative of your straight line; and the sales tax of ten percent and a Social Security tax are two entirely different things from the labor point of view. Regraded Unclassified 155 - 22 - MR. PAUL: That is right, but there is the question largely of strategy; if you present this thing and some alternative you weaken the intensity with which you are presenting this thing. You are apt to push Social Security off the map from the strategical standpoint. MR. HINRICHS: If the President were presenting a Social Security program, would it in fact appear as an alternative? That is, the basic law would still enact your schedule "W." MR. PAUL: You would be essentially saying to Congress, "Let's impose additional income taxes. When, as, and if Social Security comes, we will give credit for it." I think a lot of people would feel - & lot of people in the low brackets would then feel that they were being given the run-around; and ultimately they would get Social Security, and in the meantime get income taxes without any benefits. MR. MAGGS: Might that not generate great emphasis on the Congress to enact that? MR. PAUL: On the other hand, you can look at it from the standpoint of the war effort. If these increased taxes go through and Social Security is delayed, a lot of people in the war factories are going to resent it. They are going to say, "This is just another postponement of giving us the benefits; in the meantime we got soaked with the taxes." MR. HINRICHS: If Social Security falls by the wayside, would you feel that it was possible to go in with schedule "W" or with the proposals - would there be some new tax, probably sales tax, to come in to fill the gap? MR. PAUL: If you were absolutely knocked out cold on Social Security, you would have to submit some alternative tax program, whatever it might be, with Social Security credits, or some other form of credits, something designed to ease the impact in the hardship cases in the lower brackets. Regraded Unclassified 156 - 23 - The point I think the Secretary had in mind was not to cross that bridge until we came to it. You would certainly have to be ready for any kind of a contingency, but you wouldn't have to be quite 80 ready as if you discussed the whole matter with Congressional leaders and had gotten some agreement on sort of a joint consider- ation. Ultimately the whole thing would be passed at once or it wouldn't be. If it were, you wouldn't have to provide for a credit. If it isn't passed at once you would probably have to have something of the anti-inflationary effect, some recognition of future Social Security pay-roll taxes. MR. LUBIN: But, as & matter of fact, you are gambling with three billion dollars. In other words, if you get Social Security you are going to get three billion more in income. If you don't get it, you have lost that amount. Whereas, under your other system-- MR. PAUL: It is not very likely that you would get that three billion dollars in this schedule without Social Security - without some change in the lower brackets. Congress would never enact just the income tax phase of this schedule because it would feel that the lower brackets were not being sufficiently taxed. There could - and that income tax schedule without the Social Security aspect of it would be subject to some criticism on the anti-inflationary point; it wouldn't be adequate in the place where the money is. H.M.JR: Mr. Wickard? MR. WICKARD: I don't believe I want to express myself. That has quite a little appeal to me. I think we positively ought to do something to drain off some of the excess purchasing power, and I think it is sort of a matter of strategy involved, rather than the objective strategy in point of what would be the best from the standpoint of Social Security as well as how we get Congress to react to the whole tax program. Regraded Unclassified 157 - 24 - H.M.JR: You know, in the Wagner Bill they include all farmers. MR. WICKARD: I wanted to ask that question as to how they get at the farmers. MR. ALTMEYER: Under the Wagner Bill self-employed are included, as well as the employed, for old-age retire- ment, for death, for permanent disability, for medical care of all kinds, and the self-employed would pay seven percent for that part of Social Security. They wouldn't be insured for unemployment because there wouldn't be any employer-employee relationship, and they wouldn't be insured for temporary wage loss due to sickness, because you couldn't establish what the wage loss was. But they would be insured for all the rest of the program. MR. WICKARD: Who are the self-employed? Are tenants and share-croppers self-employed? MR. ALTMEYER: You answer that one. (Laughter) MR. WICKARD: Would there be 8 pay-roll deduction for wage hands, for instance? MR. ALTMEYER: Yes, there would be, to be collected from the employer. There would be the usual deduction, fifty-fifty from the farm hand and from the employer. The employer himself would also be insured for those phases that I just mentioned. MR. WICKARD: From that standpoint I think that there is something to be gained if we can get acceptance, but you know how they - the bloc - reacts to those things sometimes. I always have the feeling that there ought to be more definitely a Social Security benefit for low-income people in agriculture. That is my own personal view; and if we don't run against - it is a matter of strategy - if we don't run into 8. bloc that insists that this is extend- ing a lot of things they don't want to be extended to farm labor, perhaps it would be all right. Regraded Unclassified 158 - 25 - H.M.JR: Mr. Colm, do you want to say something? MR. COLM: No, thank you. H.M.JR: Does your silence mean approval? MR. COLM: It doesn't mean anything, Mr. Secretary. (Laughter) H.M.JR: How about SEC? MR. PURCELL: I haven't any particular suggestions to make, Mr. Secretary. I think, personally, the idea of Social Security tax increases appeals to me because, as has been pointed out, it serves best to cushion the post- war aspects of the economy. I think that goes without saying. I think this last suggestion that was made as to an alternative presentation, presenting your schedule "W" and providing for offsets for any increases in the Social Security program, might have an additional advantage to those pointed out from what you originally said, in that you would have the labor groups behind it, which I should think While it was in committee might be pressing to see to it that those increased Social Security schedules were adopted in order to avoid a more attractive tax base for the lower income groups. However, there may be mechanical and political considerations which outweigh that. MR. GILBERT: Mr. Secretary, is it the correct under- standing that part of this increase is the tax on the employer? MR. PAUL: That is right. That is the gross tax. MR. GILBERT: I wonder if it is advisable to impose that increase at the present time in view of the fact that a possible price adjustment will be necessary and the fact that a good bit of it comes out of income taxes anyway. MR. PAUL: It would be deductible for purposes of five would be substantially increased for the net impact. the corporate income tax, which would mean that the billion Regraded Unclassified 159 - 26 - MR. GILBERT: Would the net impact be so low that by the time you start to readjust prices, which you would have to do in a good many cases, the net inflationary effect might be greater and withdraw the purchasing power you would get - I mean, in view of the roughness with which such calculations must be made? MR. PAUL: If you could tell us more about that - I shouldn't think that that particular tax would occasion too great a readjustment of prices. MR. GILBERT: I don't know the answer, but I would suspect that you would get an awful lot of applications for price increases. MR. LUBIN: In all your fixed-fee contracts - I refer to General Greenbaum's information on that - I imagine that it automatically means an increase in the cost to the Government - this extra tax upon the employer - wouldn't it? GEN: GREENBAUM: On contracts thereafter made, yes, but not on existing contracts. MR. PAUL: On the existing contracts it might enter into renegotiation? GEN. GREENBAUM: Indirectly by allowing 8 credit on renegotiation for existing contracts, yes. MR. LUBIN: I am thinking of fixed-fee contracts. GEN. GREENBAUM: You mean cost-plus? MR. LUBIN: Those would all automatically be stepped up so it would wash out some of the increased taxes. MR. PAUL: Of course you would have to take that corporate burden, too, in relation to the other income tax - increased corporate burden. MR. LUBIN: This isn't a corporate burden. I mean, the Government pays all the costs and gives the employer a fixed fee for his services. Regraded Unclassified 160 - 27 - MR. PAUL: It does in those particular contracts, but this tax would be spread among all the corporations, and you couldn't - you would have to relate your total increased corporate burden in places where there weren't Government contracts. However, the corporate figures are such now that one doesn't have to worry too much except at the angle from which you are talking. H.M.JR: Is somebody here from the Department of Justice? MR. KEY: Yes. H.M.JR: Would you care to say anything? MR. KEY: No, I wouldn't care to say anything. H.M.JR: How about OPA - are they represented? I don't see Dick Gilbert here today. MR. PAUL: He was coming. H.M.JR: Mr. Kuznets from WPB? MR. KUZNETS: I have no comments to make. H.M.JR: How about Mr. Eccles? MR. ECCLES: I was late and missed the first part of the discussion on this. The whole idea is somewhat new. I haven't had a chance to consider it either from a technical standpoint or from a standpoint of the psy- chology of it. I might say - rather extemporaneously, without much thought - it is my impression however that this, to include this Social Security with the general tax program, is likely to jeopardize the entire tax program, certainly delay it - delay getting an enactment. And whatever finally comes out of it might well be a hodgepodge of compromises. I would like to see a real Social Security program gotten through, because I think it has - it is very desirable Regraded Unclassified 161 - 28 - from an economic and a social standpoint, looking to the post-war world. I would like to see it gotten through, if possible, on its own merits, not as a part of the tax picture. Maybe that isn't possible. I am conscious of the opposition to an increased income tax on the lower income group, that is, those getting an income up to three thousand dollars; and I agree that you won't get a sufficient tax to get you the eight billion that is proposed from the group that you should get it from, except if one of two things is accept- able: if Congress is willing to do, of course, the Social Security program, which, in effect, means a form of benefit that they are getting. I think the other would have to come in a post-war credit - either one or the other. I believe that you may find that the latter would be more closely related to the tax program in the minds of Congressmen and more likely acceptable than would the Social Security form of benefit. There is this feature about Social Security that Mr. Altmeyer raised, these various controversial aspects of the problem aside from its revenue-producing feature, that might well delay, as I say, the whole tax program. When you begin to take away from the States what they now have, you are going to get into a lot of difficulties and a lot of delays. I may be entirely wrong. As I said, those are just my observations as I have listened here since I came into the room. The idea was entirely new. Upon further study and discussion and understanding of it, I may have some different views. I would like to think of it further, and, if I may, submit a memorandum. H.M.JR: I would appreciate it. we would be very pleased to get it, if we could get it If anybody else would like to submit 8. memorandum, not later than Monday. Regraded Unclassified 162 - 29 - Does anybody have any afterthoughts? I thank you for coming. 163 Chart I INDIVIDUAL INCOME TAX Effective Rates for Married Person without Dependents PERCENT PERCENT 90 90 80 80 70 70 60 60 Proposal (W) $8.7 Billions Additional 50 50 * Present Law 40 40 30 30 20 Proposal ("M,")" 20 10 10 0 0 .6 I 2 4 6 10 20 40 60 100 200 400 600 1000 2000 4000 NET INCOME IN THOUSANDS OF DOLLARS *Includes Net Victory Tax Exemptions 1500-11000-#250 and net Victory Tax "Present exemptions and net Victory Tax integrated The of - - - - - 8-440 - Regraded Unclassified 164 Chart II COMBINED INDIVIDUAL INCOME AND EMPLOYEE PAYROLL TAXES Effective Rates for Married Person with Two Dependents PERCENT PERCENT Net income assumed to be 90% of gross income (wages). 95 95 45 45 40 40 35 35 30 30 New Income Tax Proposal ("M₂") and 6% Payroll Tax¹ 25 25 $8.7 Billions in New Income Taxes ("W") and 2% Payroll Tax 20 20 15 15 Present Income Tax 10 10 and 2% Payroll Tax 5 5 o o o 500 1000 1500 2000 2500 3000 3500 4000 4500 5000 5500 6000 NET INCOME IN DOLLARS Present exemptions and present net Victory Tax Exemptions $500-81000-$250 and net Victory Tax Present exemptions and net Victory Tax integrated. Regraded Unclassified 165 September 2, 1943 5:47 p.m. HMJr: Hello. Brendon Bracken: Henry? HMJr: Yes. B: How are you? HMJr: How do you do? B: I'm glad to be in your town again. HMJr: Well, it's nice to hear your voice, Brendon. B: I thought of coming in to see you tomorrow about 12:00 o'clock if it suits you. HMJr: Well, here is my situation. I have asked Mr. Churchill whether he wouldn't buy a war bond from us. B: Yes, he certainly ought to and help you in that way. HMJr: And we wanted to take a moving picture of it. B: Yeah. HMJr: We wanted to do it down at the Navy Gun Plant here in Washington in front of a big 16" gun. B: Henry, I've plenty of time on Saturday. Are you going to be here on Saturday? HMJr: Unfortunately, not. B: What's your best time tomorrow? HMJr: Well, my - I was going to go away unless Mr. Churchill was going to do this. B: I'm sure he'll do it for you. HMJr: Are you all tied up tomorrow? B: No, I've got - I've - yeah, I'm tied up, alas, for lunch, and I've got a few other - some appointments in the afternoon. Regraded Unclassified 166 - 2 - HMJr: Uh - pending this other, is 10:15 - would that B: That will do me all right. HMJr: Well, could I leave it this way B: If you've got this other thing on HMJr: Yes. B: leave it like that HMJr: Yeah. B: and go ahead with that because that's a very wise and desirable thing to do, but if not let me know in the morning, and HMJr: Yes - let me see - if you don't hear from me again, I'll look forward to seeing you at 10:15. B: That's right. HMJr: If Mr. Churchill lets me know he's going to do this, I'll get in touch with you through the Embassy? B: You can get in touch with me - I'm staying at the Statler Hotel. HMJr: Statler? B: That's right. HMJr: All right. B: You'll get me HMJr: I'd love to see you. B: And I'm looking forward to seeing you. HMJr: How long are you going to be in the country? B: I'm going away - I'm going away on Sunday. HMJr: Oh - well, that's too bad. B: But I wouldn't pass through the town without seeing you. Regraded Unclassified 167 - 3 - HMJr: No. B: Or at any rate, talking to you. HMJr: Well, I didn't know how to get hold of you. B: Yeah. HMJr: Well, I'll look forward anyway until tomorrow morning. B: Yeah. All right, Henry. HMJr: Thank you. B: Righto. Regraded Unclassified 168 SEP 2 Dear Mr. Smith: I have requested the Department of Labor to make ap- plication to you for funds for the purpose of enabling the Bureau of Labor Statistics to make a survey of the income, spending, and saving of a sample of about 3500 families during the third quarter of 1943. The Bureau of Labor Statistics would conduct the survey in urban regions, and would utilize the services of the Bureau of Home Economics, Department of Agriculture, in rural areas. I am writing this letter to urge that the Department of Labor's application be given favorable consideration, as the results of the proposed survey are essential to the Treasury Department. I trust the funds can be made available promptly from the President's Emergency Fund. I understand that the amount needed for this study of the third quarter is approximately $200,000. The Treasury Department is constantly confronted with the necessity of making policy decisions involving many billions of dollars in which the issue turns largely upon the distribution of income by income classes, upon recent changes in the incomes of individuals and family groups, upon the kinds of things that people in the different in- come groups are spending their money on, and upon the amount of savings in different income groups and how these savings are being held or invested. You will readily appreciate that the more abundant and the more accurate the available information of this type, the better will be our decisions with respect to tax policy and to the methods of war borrowing. The issues just described are 80 large and 80 vital to the welfare of the country that I feel that I would be doing less than my full duty if I neglected any method of securing the required information at reasonable expense. Regraded Unclassified 169 - 2 - In the present case, it seems to me that the Bureau of Labor Statistics and the Bureau of Home Economics are both exceptionally fitted to obtain the information re- quired and, because of previous work which they have done in the field, they are in a position to go forward without delay. I understand that deficiency funds will shortly be requested to place this survey on a continuing basis, securing information for the fourth quarter and succeed- ing periods. I should like to urge that such deficiency requests also be given your favorable consideration as I believe that a continuing survey is definitely needed for the year-by-year formulation of sound fiscal policy. Sincerely, (Wigned) H. Morgenthau. " Honorable Harold D. Smith Director, Bureau of the Budget Executive Offices of the President Washington, D. C. Regraded Unclassified 170 SEP 2 1943 My dear Madam Secretary: I am enclosing a. copy of my letter of this date, addressed to the Director of the Bureau of the Budget, urging his favorable consideration of requests to be submitted by the Department of Labor for funds with which to conduct a survey of the income, spending, and saving of a given number of families during the third quarter of 1943 and succeeding periods. Bush survey, as you know, is essential to the Treasury Department in the formulation of tax policy and methods of war borrowing. The Treasury will be pleased to assist the officials of your Department with the view of obtaining approval of this important project. Sincerely, (Signed) H. Mergenthau, Jr. Honorable Frances Perkins, Secretary of Labor, Washington, D. C. CRS:je By musin per a Brown 9/3/43- 1:05 Regraded Unclassified 171 Sept. 2, 1943 Mr. Sullivan Mr. Paul Secretary Morgenthau Please read my press conference on Stam, talk the matter over, and give me a recommendation as to whether there is anything the Treasury should do, or whether there is something cooking in the way of a subpoena that I do not know about. As I remember it, Sullivam saw George on this subject. In any event, get together and give me a recom- mendation. Finished Regraded Unclassified 172- 25 September 2, 1943 Dear Mr. Stam: This is to acknowledge your letter of August 31, 1943 to Under Secretary Bell, respecting section 5012 of the Internal Revenue Code. I gather from your letter that since the material you requested from the Commissioner of Internal Rev- enue under date of July 14, 1943 was submitted to you on August 30, 1943 through Under Secretary Bell as Acting Secretary, you feel. that the statute has not been fully complied with. Inasmuch as the information which was thus transmitted to you 1s the information which the Commissioner submitted to me and which he would have furnished directly to you, the difficulty must arise merely from the manner of its transmission to you. We believe that the manner of transmission adopted was, as a matter of procedure, better coordinated with the constitutional duties and function of the President of the United States as Chief Executive with respect to the submission of material to the Congress on the part of the Executive Branch of the Government. You are, of course, aware of the messages of previous Presidents, the opinions of the Attorney General, the reports of Congressional Committees, the Court decisions, and the views of the text writers in this field, clearly establishing the duty of the President to determine whether the divulgence of such material is contrary to the public interest. In the exercise of such duty the President may act through the heads of the Executive Departments. Regraded Unclassified 173 - 2 - Since it is the material and its actual ultimate transmission which are important, rather than the mechanics of such transmission, we did not believe that the manner of transmission would meet with any objection. In view, however, of your concern with the mechanics of transmission, I have directed the Commissioner of Internal Revenue to send directly to you the information you have requested, so that there will be no controversy whatsoever with respect to this section. I agree with you that all our efforts should be directed to the difficult fiscal problems that face us and in furtherance of our desire to cooperate with the Joint Committee to the fullest extent the Commissioner and I shall be happy to continue to supply all appropriate information desired by the Committee. Sincerely yours, (Signed) II. Morgentham, Jr. Secretary of the Treasury Colin F. Stam, Esq. Chief of Staff Joint Committee on Internal Revenue Taxation Washington, D. C. SSSurrey:hdr 9-2-43 Regraded Unclassified HOUSE COLIN F. STAM ASSORT L DOUGHTIN, BL c. CHIEF or STAPP - F. VICE DIARMAN G.D. CHESTED 1 - HL CULLIDA, ML v. ARRY, Detr or STATE - COOPER, TENA ALLEN T. TREADMAY, MARR. MAROLD KNITSON, MINN Congress of the United States JOINT COMMITTEE ON INTERNAL REVENUE TAXATION Belashington August 31, 1943. Honorable Daniel W. Bell, Treasury Department, Washington, D. C. Dear Dan: Under date of July 14, 1943, a request was made of the Commissioner of Internal Revenue for information and suggestions relating to raising additional revenue as per the attached request. This request was made in accordance with section 5012 of the Inter- nal Revenue Code which provides as follows: "ADDITIONAL POWERS TO OBTAIN DATA. (a) The Joint Committee on Internal Revenue Taxation or the Chief of Staff of such Joint Committee, upon approval of the Chair- man or Vice Chairman, is authorized to secure directly from the Bureau of Internal Revenue (including the Assistant General Counsel for the Bureau of Internal Revenue), or directly from any executive department, board, bureau, agency, independent establishment or in- strumentality of the Government, information, suggestions, data, ea- timates, and statistics, for the purpose of making investigations, reports and studies relating to internal revenue taxation. (b) The Bureau of Internal Revenue (including the Assistant General Counsel for the Bureau of Internal Revenue), executive de- artments, boards, bureaus, agencies, independent establishments nd instrumentalities are authorized and directed to furnish such formation, suggestions, data, estimates, and statistics directly the Joint Committee on Internal Revenue Taxation or to the Chief Staff of such Joint Committee, upon request made pursuant to this tion." is clear that the statute requires the material requested of the desioner of Internal Reverue to be furnished directly by him to the lint Committee on Internal Revenue Taxation or to the Chief of Staff as ent of that Committee. We have not received any material from the desioner of Internal Revenue pursuant to this request. The material Regraded Unclassified le Daniel W. Bell, 2 tted in your letter of August 30, 1943 does not in any sense constitute a compliance with this request. It consists merely of copies of some suggestions submitted to Mr. Paul by the Commissioner. The copies do not even show the date on which the material was trans- altted to the Treasury. The Commissioner of Internal Revenue is ready and willing to comply with the provisions of the statute and transmit the material requested to us directly in accordance with the law. There is, of course, no objection to the Commissioner of Internal Revenue furnishing copies of this material to the Treasury, but the statute is not complied with un- less the material is furnished directly to the staff by the Commissioner of Internal Revenue and not by the Treasury. Can we count on your co- operation to see that the provisions of the law are complied with in this respect? The matter is so important that I am bringing it to your personal attention as I feel it would be very unfortunate to have a controversy over this matter before the Joint Committee on Internal Revenue Taxation at this time, unless it is absolutely necessary. Our attention and the attention of the Congress should be directed more to the urgent needs for revenue than to any side issue contro- versy such as this. Unless the statute is complied with in this respect, it will be necessary to present the matter to the full Joint Committee on Internal Revenue Taxation as soon as the Congress convenes. The present decision of the Treasury leaves me no alterna- Live. Sincerely yours, Golin 71.8tam Colin F. Stam, Chief of Staff. FS-ic Regraded Unclassified COPY REQUEST FOR DATA AND INFORMATION CONGRESS OF THE UNITED STATES Washington, D. c. July 14 - 1943 The Joint Committee on Internal Revenue Taxation To Honorable Guy T. Helvering, Commissioner of Internal Revenue, Washington, D. C. GREETING: Section 5012 of the Internal Revenue Code provides as follows: "ADDITIONAL POWERS TO OBTAIN DATA. (a) The Joint Committee on Internal Revenue Taxation or the Chief of Staff of such Joint Committee, upon approval of the Chairman or Vice Chairman, is authorized to secure directly from the Bureau of Internal Revenue (including the Assistant General Counsel for the Bureau of Internal Revenue), or directly from any executive department, board, bureau, agency, independent establish- ment or instrumentality of the Government, information, suggestions, data, estimates, and statistics, for tbs purpose of making investigations, reports and studies relating to internal revenue taxation. (6) The Bureau of Internal Revenue (including the Assistant General Counsel for the Bureau of Internal Revenue), executive departments, boards, bureaus, agencies, independent establish- menta *ed instrumentalities are authorized and directed to furnish such information, suggestions, data Imates, and statistics directly to the Joint Committee on Internal Revenue Taxation or to the Chet of Staff of such Joint Committee, upon request made pursuant to this section." virtue of the authority vested in me under the above-quoted section of law, I hereby re- the following information, suggestions, data, estimates, and statistics be furnished di- me at Room 1336, New House Office Building, within 16 days from the date of this Alternative suggestions of your staff for raising additional revenue or inflation, with accompanying data and statistics. source of this mterial will be kept dal if you so desire. It is intended d for study purposes by the staff. (Signed) Colin F. Stam Chief of Staff. WALTER F. GEORGE Chairman. Date: July 14. 1943. a c. PRINTING arrica Regraded Unclassified 177. 25 September 2, 1943 My dear Mr. Helvering: I believe it desirable to have a clear understand- Ing as to the procedure to be followed with respect to requests by the Joint Committee on Internal Revenue Taxation or the Chief of Staff of such Committee under section 5012 of the Internal Revenue Code. Under the Constitution the duties and function of the President require that he, or the head of an Executive Depart- ment acting for him, determine whether the divulgence of any material 80 requested would be contrary to the public interest. In order that T6 act in conformity with this constitutional requirement, it will be nec- essary that any material should first be sent to me 80 that I can make the necessary determination for the President. Unless I determine, in such capacity, that to divulge such material would be contrary to the public interest I shall promptly return the material to you so that you may send it to the Joint Committee or the Chief of Staff. This procedure, I believe, need not be followed with respect to requests for statistical information that in your opinion do not raise any question AS to the propriety of its divul- gence. I am sending a similar letter to the Assistant General Counsel for the Bureau of Internal evenue. Sincerely yours, (Signed) I. Morgenthon, Jr. Secretary of the Treasury Honorable Guy T. Helvering Commissioner of Internal Revenue Washington, D. C. SSSurrey:hdr 9-2-43 Regraded Unclassified 178 25 September 2, 1943 Dear Mr. Wenchel: I believe it desirable to have & clear understand- ing as to the procedure to be followed with respect to requests by the Joint Committee on Internal Revenue Taxation or the Chief of Staff of such Committee under section 5012 of the Internal Revenue Code. Under the Constitution the duties and function of the President require that he, or the head of an Executive Depart- ment acting for him, determine whether the divulgence of any material 80 requested would be contrary to the public interest. In order that we act in conformity with this constitutional requirement, it will be nec- essary that any material you desire to submit in response to such a request should first be sent to me 80 that I can make the necessary determination for the President. Unless I determine, in such capacity, that to divulge such material would be contrary to the public interest I shall promptly return the material to you 80 that you may send it to the Joint Committee or the Chief of Staff. This procedure, I believe, need not be followed with respect to requests for statistical information that in your opinion do not raise any question as to the propriety of its divul- gence. I am sending 8 similar letter to the Commissioner of Internal Revenue. Sincerely yours, (Signed) H. Margenthan, Jr. Secretary of the Treasury J. P. Menchel, Esq. Assistant General Counsel Bureau of Internal Revenue Washington, D. C. SSSurrey:hdr 9-2-43 Regraded Unclassified 179 AMHERST COLLEGE AMHERST MASSACHUSETTS OFFICE OF THE PRESIDENT Sentember :, 1943 My derr Yr. Mecretary: I have been very much touched to sureive your note of August 27th regording Peter It is should cterictically thoughtful of you that in the -idst of your nany responsibilities you should take the time to send this note of nooreciation to the College. The College his been to nake every contribu- tion within its Dover to the national effort. Te have been reg he my to make Lt wordble for Peter to be of service to the Trenciury. I no- hor much be her enjoyed his vor: there en what + deeu devo- tion he her to you personally. I therefore felt & regulier reluctance to nsk hin to return to his duties here. Peter how ver is reinarily r tercher. -n the Army is insisting on our secenting 1407°C end more soldiers for training. The merticular unit in which Peter IF to he mitroed in made TO of atcked sen from the entire /rmy of the United states and we must -Ive then the very best ability thich we have. Main my werm sonreciation to you for weing it vesible for him to take 110 his duties here. Corditlly yours, Hosorrble lienry Norgenthou, Jr., see etery 01" the Treasury, Nochinaton, D.O. Regraded Unclassified 180 TREASURY DEPARTMENT Washington FOR IMMEDIATE RELEASE, Press Service Thursday, September 2, 1943. No. 38-39 President Roosevelt, broadcasting shortly after 9:40 PM, EST, September 8, will officially launch the Third War Loon drive. He is expected to call for B. rededication of America to the wer aims of the United Nations and for maximum secri- fice to hasten an early and decisive victory. The broadcast, which will be carried by all four net- works, 15 expected to reach 70 million people, and will "stop the show" in hundreds of theaters across the country. Secretary of the Tressury, Henry Morgenthau, Jr., who is directing the drive -- the lergest money raising campaign in the history of the world -- will introduce the President. The broadcast will come as a climax to an hour's pro- gram, the first forty-five minutes of which will originate in California. From Hollywood, beginning at 9 PM, EWT, & program spon- sored by the War Activities Committee, will bring the voices of Bing Crosby, Gary Cooper, Burns and Allen, Dinah Shore, Edgar Bergen and Charlie McCerthy, Humphrey Bogart, Robert Murphy, Ronald Colman and Akim Tamiroff. Kay Kyser's Bend Young, Don Ameche, Jimmy Durante, Charles Boyer, George will supply the musical setting. Using as the theme the slogan of the Third war Loan, "Back the Attack!", the stars will present 8 series of dramatic sketches, recalling the highlights of the wer to date, from the first numbing shock of Pearl Harbor, through to powerful offense. In anticipation of an imminent invasion the the slow shift from peace to war, from struggling defense of the European continent and the relentless pursuit of Japanese from the South Pacific, the Hollywood program will aggressors also carry B gayer note, reflecting the battle songs of the services. Regraded Unclassified 181 - 2 - Government officials here estimate that approximately 17,500,000 of the country's 28,838,000 radio families, with 8 possible listening sudience of more than 70,000,000 per- sons, will be tuned to the broadcast. Virtually all of the 567 cutlets of the four major networks 88 well 88 most of the 324 independent radio stations will carry the feature. Hundreds of motion picture theaters have signified their intention to halt their performance and tune into the President's message. From Hollywood, the program will switch to Washington where James Cagney, as president of the Screen Actors Guild, will place the Hollywood Bond Cavalcade of top-flight stars and all the resources of the motion picture industry at the disposal of Secretary Morgenthau. After a brief acknowledg- ment, the Secretary will introduce President Roosevelt who is expected to speak for approximately 10 minutes. With the President and the Secretary will be members of the "cavelcade", including: Groer Garson, Judy Garland, Fred Astaire, Lucille Ball, Olivia DeHaviland, Kethryn Grayson, Walter Pidgeon, Harpo Marx, Jose Iturbi, Dick Powell, Betty Hutton and Mickey Rooney. From Washington, the film group will proceed for War Bond shows and domonstrations to Philadelphia, September 9; Boston, September 10; New York City, September 11; Pittsburgh, September 12; Cleveland, September 13; Detroit, September 14; Cincinnati, September 15; Chicago, Suptember 16; Minnespolis, September 17; St. Louis, September 18; New Orleans, September 19; Dallas, September 20; San Francisco, September 23 and Los Angeles, September 24. grams, with an estimated listening pudience of 600,000,000 Throughout this poriod, 215 of the bigtime notwork pro- persons, are to present the message of the Third War Loan - the purchese of at least one $100 war savings bond in add1- tion to present commitments. More than 800 local programs have been built Fround high-ranking Army, Navy and Air Force officers, while spo- com- mentators and men on the actual battlefronts to report cial short-wave pickups will enable military leadors, to the American people on the progress of the war. In addition to the screen personalities on the Cavel- cade tour, there will be other stars touring somo sixty Regraded Unclassified 182 - 3 - cities as an "Airmada of War Veterans." From Los Angeles, Dallas, Chicago, Atlanta and New York, Army and Navy trans- port planes will l£ ave September 9, carrying groups of Army, Navy, Marine Corps, Coast Guard and Merchant Marine returned veterans, each group accompanied by a Hollywood star who will act F.S master or mistress of ceremonies at Bond rallies inspired by the young war heroes. -o00- Regraded Unclassified 183 TREASURY DEPARTMENT Washington FOR IMMEDIATE RELEASE, Press Service Thursday, September 2, 1943. No. 38-39 President Roosevelt, broadcasting from the White House shortly after 9:40 PM, EWT, September 8, will officially Isunch the Third War Loan drive. lie is expected to call for 8 rededication of America to the war sims of the United Nations and for maximum sacrifice to hasten an early and de- cisive victory. The broadcast, which will be carried by all four net- works, is expected to reach 70 million people, and will "stop the show" in hundreds of theaters across the country. Secretary of the Treasury, Henry Morgenthau, Jr., who is directing the drive -- the largest money raising campaign in the history of the world -- will introduce the President. The White lives broadcast will come as B. climax to en hour's program, the first forty-five minutes of which will originate in Colifornia. From Hollywood, beginning at 9 PM, EWT, 8 program spon- sored by the War Activities Committee, will bring the voices of Bing Crosby, Gary Cooper, Burns and Allen, Dinah Shore, Edgar Bergen and Charlie McCarthy, Humphrey Bogart, Robert Young, Don Ameche, Jimmy Durante, Charles Boyer, Goorge Murphy, Ronald Colman and Akim Tamiroff. Kay Kyser's Band will supply the musical setting. Using 88 the theme the slogan of the Third Mar Loan, "Back the Attack!", the stars will present B. series of drematic sketches, recalling the highlights of the war to date, from the first numbing shock of Pearl Harbor, through the slow shift from peace to war, from struggling defense to powerful offense, In anticipation of an imminent inve- sion of the European continent and the relentless pursuit of the Japanese aggressors from the South Pacific, the Hollywood program will also carry & gayer note, reflecting the battle songa of the services. Regraded Unclassified 184 - 2 - Government officials here estimate that approximately 17,500,000 of the country's 28,838,000 radio families, with e possible listening audience of more than 70,000,000 per- sons, will be tuned to the broadcast. Virtually all of the 567 outlets of the four major networks as well as most of the 324 independent radio stations will carry the feature. Hundreds of motion picture theaters have signified their intention to halt their performance and tune into the President's message. From Hollywood, the program will switch quickly to the White House where James Cagney, as president of the Screen Actors Guild, will place the Hollywood Bond Cavalcade of top-flight stars and All the resources of the Motion Picture Industry it the disposal of Secretary Morgenthau. After B brief scknowledgment, the Secretary will introduce President Roosevelt who is expected to speak for approximately 10 minutes. With the President and the Secretary I will be members of the "cavalcade", including: Greer Garson, Judy Garland, Fred Astaire, Lucille BAll, Olivia DeHaviland, Kathryn Grayson, Walter Pidgeon, Harpo Marx, Jose Iturbi, Dick Powell, Betty Hutton and Mickey Rooney. From Washington, the film group proceeds for Ter Bond shows and demonstrations to Philadelphia, September 9; Boston, September 10; New York City, September 11; Pittsburgh, Cincinnati, September 15; Chicago, September 16; Minnespolis, September 12; Cleveland, September 13; Detroit, September 14; September 17; St. Louis, September 18; New Orleans, September 19; Dallas, September 20; San Francisco, September 23 and Los Angeles, September 24. Throughout this period, 215 of the bigtime network pro- grams with an estimated listening audience of 600,000,000 persons the purchase of at least one $100 war savings bond in addi- are to present the message of the Third War Loan - tion to present commitments. More than 800 local programs have been built around high-ranking Army, Navy and Air Force officers, while spe- com- mentators and men on the actual battlefronts to report cial short-wave pickups will enable military leaders, to the American people on the progress of the war. In addition to the screen personalities on the Caval- cade tour, there will be other stars touring some sixty Regraded Unclassified 185 - 3 - cities as an "Airmada of War Veterans. " From Los Angeles, Dallas, Chicago, Atlanta and New York, Army and Navy trans- port planes will l£ ave September 9, carrying groups of Army, Navy, Marine Corps, Coast Guard and Merchant Marine returned veterans, each group accompanied by a Hollywood star who will act as master or mistress of coremonies at Bond rallios inspired by the young war heroes. -o00- Regraded Unclassified 188- THE SECRETARY OF THE NAVY WASHINGTON SCC 2 I: Sentember 2, 1943 Dear Henry: In response to your letter of August 24, regarding Navy cooperation with the Third War Loan Drive, I sent out the following dispatch, dated August 26, to the Chiefs of all Bureaus, the Commandants of the Marine Corps and Coast Guard, the Commandants of all Naval Dis- tricts and the Commanding Officers of all Shore Stations in Continental United States: "It is desired that fullest cooperation be given to War Finance Division, Treasury Department, in Third War Loan Drive. Granting of requests for person- nel and material is authorized whenever feasible." I feel sure that this dispatch will insure the kind of cooperation you are asking for in connection with your campaign. Under your able leadership I am confident the accom- plishment of this task of raising fifteen willion dollars 1s a foregone conclusion. You have, as always, my heartiest cooperation and deep respect. Sincerely yours, Feankshnor Honorable Henry Morgenthau,Jr. The Secretary of the Treasury, Washington Regraded Unclassified 187 Call TREASURY DEPARTMENT allie INTER OFFICE COMMUNICATION Marganthan DATE Mrs. Klotz September 2, 194/=/4= 142 TO: FROM: Harriet Elliott 112. Secretary Morgenthau called me this morning and asked me to send him some suggestions for speeches, based on my trip. This is a hurriedly thrown together statement, which may be too long, but I hope it has some ideas in it. Please read it, and if I have not made my new approach on the Sacrifice Theme clear, please call me and let me talk to you about this before you give it to the Secretary. I have been trying to get this idea over since I came back, but without success. Regraded Unclassified 188 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE TO) Secretary Morgenthau September 2, 1943 FROM: Harriet Elliott My trip convinced me that we have excellent leadership in most of the states and that they are facing this responsibility with a grim determination to see it through. Anything that I suggest in this outline does not mean that the general situation over the country is not good. There was very little criticism of our plans and programs and materials. A recent survey brought favorable reports on posters, newspaper advertisements and radio programs. LOCAL RESPONSIBILITY In my meetings, I learned that workers liked the emphasis on local responsibility. They want our suggestions, but they want to adapt them to local conditions. Everywhere, the old refrain was sung, "Ne are different in this state." Local pride may be our great asset. You should play on this string. In every meeting, I emphasized the fact that since they admitted that they were different, it was up to them to prove that they were also better, etc. My work with the women in every state (except Kentucky and Nevada-these states were not represented at their regional meetings) convinced me that our state unit is our greatest asset. I know that you cannot make 48 state speeches, but I think it would be to our advantage for you to let the states know that you are expecting each state to prove its efficiency, etc. SACRIFICE THEME The Sacrifice Theme should be slightly changed in emphasis. Workers and purchasers need "a pat on the back." The workers need a positive appreciation speech from the Secretary of the Treasury. I know that you have said thank you in every speech. Now is the time, I think, to make it the major theme in a single speech. I found a slight tendency for both workers and purchasers to resent the continuous emphasis on the idea that they do not face sacrifice in a forthright way. I am not suggesting that you stop making that point, but I am certain that a bang-up good appreciation speech would bring results. Regraded Unclassified 189 Sécretary Morgenthau - 2 - September 2, 1943 On the face of it, this may sound silly. (of course, you appreciate all that they are doing.) The fact remains that again and again in all parts of the country the question was asked, "Does Secretary Morgenthau know how hard we are working?" I asked one woman if she was seeking praise and medals, rewards and compliments. She hit back with, "Soldiers receive medals, praise, swards, etc. We are told that our work is just as important." One other group emphasized the point that when soldiers start on a sacrifice drive, the General praises them to the skies-- It in good technique. They made the point that we have taken too much for granted, etc. Purchasers need "a pat on the back" too. In several places, it was said, "It is so easy for people to do without who have always had everything they need. When we do without, we are giving up so much that we have always wanted, etc." I am convinced that you should make a positive speech to those making 35000 and less. I know the reason for asking more from them has been explained, but if you pulled this out and made e real speech on this one topic, I believe it would do wonders to spur them on to greater buying. These people are not interested in the economic analysis of the fact that if those making more than $5000 invested all their income, it would not pay the bill. We should remember that these people have always compared their status with the advantages of the so-called rich. We need to over-come the age-old attitude of "Let the rich pay the bill." A down-to-earth, heart-to-heart talk to these people, lotting them know in no uncertain way that you know full well what they are being asked to do, what it means in their lives to do without to win, etc., would have good psychological results. People in the low-income group like to feel important. I am not suggesting that our approach up to date on the need for sacrifice has been wrong, but I am sure that a shift in emphasis by you would be helpful. A brief reference to the excellent state planning which has been done would be a good "shot in the arm" for the workers. : was more than encouraged with the reports on organization and local planning. Regraded Unclassified 190 Secretary Morgenthau - 3 - September 2, 1943 Since my return, I have heard from 40 state women leaders, telling about their increased state work, following up on the regional conferences. Regardless of heat, vacation months, etc., in most of the states the women have held state moetings, state regional conferences, and some state women report that they have been in every county building up a better organization and explain- ing the program. This should be remunerative. I know that over-confidence is dangerous, but I also know that nothing is more helpful than the knowledge that work is appreciated and that success is possible. They want to hear this from you. COMBATTING THE DANGER OF LETTING DOWN You have mentioned, in former speeches, the danger of "letting down" when victory is assured. This should be emphasized again and again. In my meetings I emphasized this. I have noticed that in the reports on state meetings in almost every state, the women have followed up on that theme in their reports to the states. My suggestion was: "If you find yourself thinking the war is nearly won, that victory is a sure thing, ask yourself this question: 'Would you be willing for your Government at this time to order cancelation of the production of guns, planes, tanks, ships and ambulances?' If you have a son, brother, husband or friend in the services, you will answer 'no,' You wouldn't take a chance for one minute on stopping the flow of arms and equipment that make our boys proud of fighting for a country that sends them its best. If you don't want war production stopped_-you know that the war is not over, nor nearly over-you can show your determination to fight until it is by steadily pushing upward your investment in War Bonds. "If you haven't told your own boy "goodby" for overseas, you don't know the whole sadness of war. You can be thankful for that, but you still can put yourself in the place of the family who has. You can make up your mind that you are going to do everything in your power to help bring this conflict to an end. Regraded Unclassified D 19 min Elight That called shoerstated the Today Typur the on Page 105king Regraded Unclassified 191 Secretary Morgenthau - 4 - September 2, 1943 "Money is not far removed from the place of conflict. It is the first line of defense and offense. We must have money to bring back all the boys we can-- boys we love and whom others love-to their homes and farms and offices and schools. What's more, we must bring them back to a land where they can have the fun and opportunities they've missed by being away. "Our investment in War Bonds is the very best tool we have to insure that they will come back to a United States of America that is strong, healthy and able to prove that it was worth fighting for." This last may seem to contradict the "pat on the back" suggestion, but both approaches by you are necessary. IT'S YOUR GOVERNMENT Emphasize that the Treasury, the Government, asking for all this money, is your Treasury and your Government. I think a great many people are inclined to talk of the Government as though it had nothing to do with them, as though it were that Government down in Washington demanding money. This is, of course, ridiculous, but if we can stress the fact that it is YOUR Government, WE should be able to make people dig into their pockets more easily. - I've heard a lot of talk lately that makes me think there 15 a feeling among some people that patriotism is the "bunk." This la true of Emparatively intelligent people, too. Somehow, the thought should be gotten in that the Government is the people, that it isn't a private concern taking people's money because it wants to save itself from going bankrupt, but rather that we are all one big family, and when we buy more bonds and pay more taxes we are actually helping ourselves, Some of the people who have this feeling are cold and cophisticated, usually make a lot of money and spend every cent of it. They buy $2.00 lunches daily, the highest-priced dresses, etc. They should be told that if they continue buying these luxuries now, they will not even have the necessities later. You might use this as an example: Regraded Unclassified 192 Secretary Morgenthau - 5 - September 2, 1943 "It seems to me that the women of Pennsylvania in a very fine way symbolize the meaning of the Third War Loan and its slogan BACK THE ATTACK. Women from this state have organized into a "Blue Star Brigade" of workers. The "Blue Star Brigade" is composed of women each pledged to sell 31000 worth of bonds to back up some man in the armed forces-husband, brother, son, or just the boy down the street. A Blue Star serves as the badge of membership and each member is entitled to wear one. In addition, she wears a Blue Star armband and carries a membership card. She also receives a Blue Star sticker for her automobile. Special appeals have been made to women's organiza- tions to form Blue Star Brigades among their own members, and the response has been very good. "Other states may, perhaps, have similar Blue Star 'women's armies, and I do not mean to em) hasize one at the expense of others. It does seem to me, though, that this organization of women have caught the full spirit and meaning of the voluntary Tar Finance program. By their determination to buy and sell bonds to back up our fighting men, they are fine examples of the stalwart character of American womanhood." Last night, Miss Blake called me from Harrisburg, reporting that never had she seen such enthusiasm. They held a meeting in Harrisburg yesterday. Regraded Unclassified 193 September 2, 1943 Dear Harold: I have read the enclosures at- tached to your letter of August 30th with great interest, and I am re- turning them to you herewith for your files. With kind regards, Sincerely yours, (Signed) Henry Dr. Harold Thomas Hyman, 940 Park Avenue, New York, New York. Regraded Unclassified 194 HAROLD THOMAS HYMAN, M.D. 940 PARK AVENUE NEW YORK CITY August 30th, 1943. Yr. Henry Morgenthau The Secretary of the Treasury Asshington, D.C. Dene Henry: The two letters enclosed will give you some idea of the difference between the manner in hich the Amay and the manner in which the Public Health Service are approaching the problem of five-day treatment. The typewritten note is from Capt. William Leifer who is at Fort Brage. The twenty-five patients he spease of having treated have probably been spread over the course of a minimum of four and maybe six weeks. The hand- written letter is from a girl that I persuaded to enter the Public Health Service, and who is in charge of what is colled a Rapid Treatment Center in Savannah, Georgia, With my kindest regards, Sincerely yours, # Marolu Thomes Hyman, M.D. HTH:CB Enc. Regraded Unclassified 1 pet ili vin. No The inco with make you my the strebert has finally decided to wel the 5 day Regraded Unclassified tratiment . 11. home Moreis 7 have sh. - my : He interest 10% How. Ishall be interested in Maring how plu water program. "My and 6. 112 sing Regraded Unclassified and particularly sloppy. The work in going nicely enough and Daniels dia- plays great interest in it. He is practically the only one who does, and it may be partly due to the fact that it is being done on his service and he has a certain responsibility. At any rate, I like him and admire him though he has not made any effort to warm up. Perhaps 'tis better that way. Off the record (confidential) we have completed treatment on 25 patients, and at present I have 6 more under therapy. I have not had to interrupt therapy on anyone except one patient, who developed fever the afternoon of the 5th days he got a total dose of 950 mg. instead of the intended 1000 mg. Astonishingly enough his temp. was normal that evening and remained 30 until his discharge 7 days later. Now, I am having q.2.h. temps. taken on all patients the 5th day and in this way may detect elevation before it goes very far; possibly rections can be minimised, or at least abated in severity, in this manner. The first 25 pts. received following dosage: 4 got 800 mg+; 1 got 950 mg=3 18 got 1000 mg.; and, 2 got 1200 mg. The 6 under treatment are receiving; 3 to have 1000 mg. and 3 to have 1200 mg. I have discarded the 800 mg. dose because I fear that the tests are on the insensitive side. That is, some presumably seronegative cases are more likely seropositive. However, such testing should operate in our favor in determination of "cure". I have been able to follow some cases after therapy and they definitely tend to become negative sooner than would be the casez were they subjected to the battery of tests that we employed in our work. In so far as reactions are concerned, the following is a brief resume; of the first 25 patients again: 13 had primary fever; an additional 3 vomited one or more times the 1st day but had no fever; 2 had extremely mild almost momentary secondary fever without toxicoderma; and, 2 had typical secondary fever with toxicoderma. Regraded Unclassified 198 SEP 2 1943 Dear R. Poster: Your letter of August 10, 1943, addressed to PS. Roosevelt, is being referred to the Procurement Division of the Treasury Department for appropriate attention. The manner in which property of the National Youth Administration may be disposed of has been fixed by Legislation, and the Procurement Division has the responsibility for effecting such disposition. The disposal of NYA property in Arthurdale, West Virginia, is under the supervision of Mr. E. G. Dowd of the Procurement Division Regional Office, 235 West 12th Street, Cincinnati, Chio. Mr. Dowd is being requested to inform you of the conditions under which the Hoosier Aircraft Company may sequire certain NYA properties, after the mandatory requirements of law governing the priority of disposal have been complied with. Sincerely, (Signed) H. Mergenthan, Jr. Secretary of the Treasury ur. John F. Foster Vice President and General Manager Hoosier Aircraft Company, Inc. Arthurdale, West Virginia CC: Mr. Dowd, Cincinnati JFHOUGH/mb 9/1/43 Regraded Unclassified 199 SEP 2 1943 Dear Miss Thompsont I an enclosing a copy of my letter to Mr. John F. Foster, Vice President and General Manager, Hoosier Aircraft Company, Inc., Arthurdale, West Virginia. This letter is written in response to Mr. Foster's letter of August 10th to Mrs. Roosevelt, which you forwarded with your note of August 24th. Sincerely yours, (Signed) H. Morgenthau, Jr. Visa Malvina C. Thompson, Secretary to Mrs. Roosevelt, The White House, Washington, D. 0. By Memerizer JIS1kb Regraded Unclassified 200 / THE WHITE HOUSE WASHINGTON August 24, 1943. :- dear Lr. Secretary: I an enclosing a letter from Mr. John G. Foster, Vice President and General Manager, Hoosier Aircraft Com- pany, Inc., Arthurdale, West Virginia. In Mrs. Roosevelt's absence, : am bringing it to your attention as it appears to be a matter for the Pro- curement Division. Very sincerely yours, e Thompson Secretary to Mrs. Rooseveit. Honorable Henry Morgenthau, Jr. The Secretary of the Treasury Aushington, D. C. Regraded Unclassified Washington, D.C. Office 1340 G Street, N. w. NAtional 0414 Aircraft Company, Inc. 201 DSI Fab ators of Plastic-Plywood Aircraft and Parts 4221-4222 Plant: ELKHART, INDIANA? August 10, 1943 0,238 Address reply to: Arthurdale, West Virginia Mrs. Eleanor Rousevelt The White "ouse Washington, D. C. Dear Kre. Robsevelt: Your recent viett to our plants here at Arthurdale inspired our entire organization. from the jenitor on up through all of the departments, to D point where each one of us tried to give A little better then our best to the Job in hand. Of course, we like many others, have has problems confront us but hap 11y the r1 1t solution has »lways been found. Our force is daily betre expended which is resulting in daily in- we ction. It has recently been brought to our attention that certain buildings and equipment formerly used by the National Youth Ad- intetration here 1n Arthurdale are to be made available to Government evencies, States, accopizations, etc. The Arthurible Association :- no for IV's available to us -1^+ house for are X one- There, ve have repaired, alated, rn' throws put me cre now occupied by our vericles en' their families. We cov 115F entry additional houses - Leye been e'vise' by the Arthoriste Apportation that they will -:- "." atr houses to is - they herome recent. Mien hyrong orr terms' DTAT to 110 NP out our own crevs of car- onter voluter to work manimine on' goisting these properties. **** ve -ovel to Arthuriste, ye vere given Impliste pos- -100 of Plants "os. 1 int 3 nnd were to have had possession of :10ml 50. 0 in approximately 30 PAYS from the signing of our le se. Flant "o, 2 WSP then being 1903 by the "ettonal Youth Administration la own certain tunen of machinery, equipment, etc. In B. apirit 700 cerntion ye ve"" vary Act to with 30 Anya for this slirt "o. 2. Towever, the "ntional Youth Administration 18 still Regraded Unclassified 202 1.60 2 1.00 Eleanor Roosevlet August 10, 1943 no White House Washington, D. c. occupying this building and we have been unable to ascertain just when they expect to make this building available to us. The National Youth Administration have certain machinery and equipment here in Arthurdale which we could use advantageously in our production program for the War Effort. If this machinery and equipment were made available to us, we could augment our per- sonnel immediately; thereby increasing our payroll by an additional approximate amount of $6,000 weekly. It seems to us It would be most economical from the Govern- ment's standpoint to avoid expensive moving, redistribution, sales, advertising, and various other costs, which would be necessary were this machinery and equipment to be moved out of Arthurdele for use elsewhere. Certain of this machinery and equipment, If made available to us, can be put into operation immediately thus effecting a step-up in our employment and production programme for the War Effort. Our purpose in writing you is to ask whether or not you would inform the proper Government agency in charge of this machinery and equipment of our needs with the thought in mind that we would lease this equipment on a token rental payment basis for the duration, and that certain of the now vacant Tat- ional Touth Administration buildings which we could use to advantage be made available to us on the same basis. We would, of course, be willing to keep up the necessary repairs to such of the National Youth Administration items which vere placed in our custody. If our request is not out of order, we will greatly appreciate your assisting us along the lines outlined above. Respectfully yours, HOOSIER MIRCRAFT COMPANY, INC. John John F. Foster I Soxter Vice President and General Manager Timew Regraded Unclassified 203 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE Secretary Morgenthau September 2, 1943 TO FROM Mr. McConnell There is attached 8. preliminary draft of "Government V-Day Problems." This draft is merely a brief listing of some of the matters which will be crying for attention and direction on the day after the armistice is signed. Before a properly considered judgment could be made regarding the solution of any one of the seventy different problems posed in the tabulation, it would be necessary that months of study and discussion be undertaken by many separate groups of experienced men competent to deal with such problems and arrive at sound recommendations. The tabulation serves to point up the enormous scope and breadth of the undertaking and indicates the number of Departments and agencies of the Government which would be involved. It also emphasizes the necessity for some over-all direction of the problem as a whole. The whole intricate problem of costs and financing has not been dealt with in this brief agenda. It also should be pointed out that the proper solution for many of the problems will require special legislation. R. E. m. attachment Regraded Unclassified it NE 204 the DRAFT OF the - INT notas wi/d. 204 6624 EB - DAT the Propose of distration and misim) MEMIT Use NEI AMERICA Procedure, - OF 20 FROM are TMPLOY- ST. The to transfer fre within production (Des Protaote) FIST MILL to PUBLIC MONTHS.) of production no a Mater unexployment and Mate, (While tal 1. Carrollation of var omiracte. have returning soldion, milery and er MM (a) Medium et not welde ta plan, July Inco product first an en (b) Comments goods. (Partage - about tarm partad, dependents - severity BH of unsplepant.) Agenta - deal with the solution of Uniz old jobs, the first Item = the - (c) Termination allmantes. (specify conditious marly.) way production.) immployment engendered by resenting of : (4) Prospiners of payments. (Specify contitions early.) (a) Secentity for legislation covering progr and opditable wethlement of sar production losses. 2. Absorption of war workers in pessention employment. PM ). U. 3. Employment Office experation- 75A 4a Retraining. 5. Education. there-m by Loans to claimes urnas OF groups. - 7, Severance pay. RA-1 6. Unemployment Insurance. = % Introed houre per week to increase mater employed. 10. Salase of Comments employees. n. Pablic relations. = or mess PROPERTY. 10 MONTH TO ONE YEAR.) The disposition of all available tooks of goods to name peaks if high desant. T 1. Imentory and segregate that part of vartine exterial world in pascetive. T 2, Lay out procedure for immediate controlled nale of - goods an 11 becomes surplas material. 1 (a) Fundsh supply to satisfy dammed = - with wintes dislocation of private endervor. 1 (b) Inflaance en inflation tendency. T 3- Conversion or acrappting WS? material not ta (2) above. 5 4. Export Foreign trade. B 5. Balief requirements. 0. Pre-amistice release of eurplie supplies and materials. - OF FROM THE ASMED PORCES. The rapid realeorption of - from the - HORTH TO TWO num.) armed forces Into peacetize activities. 1. Timing dependent on (a) military and foreign policy, (b) transport, (e) anstation length. 2. Friorities (a) dependency, (6) NP, (c) langth of survice, (4) skills, (e) individual proferences. MM-: 3. Demobilization furlough pay adjusted competion. PSA-1 4. Unemployment insurance. 5. Absorption in private Injustry. 6. Education training (a) schools, (h) Lrade schools, (a) colleges. PSA-TA 7. Delineation of functions of Selective Service, Teleran Amindatration, and U. B. Employment office. VA. 1. Rehabilitation. - - WAS-ELAST AND are INVELOPMENT The disposition MP integration of was N-100-2 1. Classify mar plante (a) imetiately unatile 1a pesos, (%) unable La the future, - (Prom FINST MATH TO TWO plant facilities the afficiently anot- (a) convertible, (4) standing for national safety, (a) pilot plants, (r) scrap - Ing reads. or arcomé band equipment. 8-00-0 2. Plan for imediate utilization of 1(a) above, and disposition of 1(b). $-105-1 3- Suggest procedure for correration, for separate viilization of structures, storage or separate sales of equipment, etc. 4. Ouilisation of ghost war committies. APC 5. Alian property utilination. - TYPE RELAXATION OF WARTING ECONOMIC The prevention of any united flastrations 1. Price control policy related se (a) bostomer activity, (6) employment, (e) national (FACE vase MONTH TO 7) OF distortions is prines and production Income, (a) inflation, (a) tax bunden. during the period of transition to peade- 2. Allountions of auterials related to (a) progress of descrilization, (t) sale of time production. eurplases, (c) improved supply, (4) foreign relief, etc. NPI-T-OFA etc. 3. Other wartine controles Retioning, manjower, - export, stc. or PRIVATE one TRANSITICS 1. ENCOURATEMENT OF PRIVATE INITIATIVE. and progri production of = 1. Tax adjustants to increase SHORT RANGE (6 NONTHS TO 1. TEAR.) requirements and Increased employment. I (a) Prompt reduction of total burden. T (b) Redistribute burden - Increase payrolls. T (e) Indocend M capital expenditures, which Includes reconveration as well - - enterprise. I: 2. Redemption, refinancing and repurchase of SAP bonds. Policy, publicity. T-100-PR 3. Pinancing C 4. Stimulate propt disemination of knowledge of war inventions adeptable so peace activities. 3. Stock piles the national safety. B+ CONFIRMENT ADD AND CONTROLS. build reserve of Ingring power after T-8 1. International accetary manilisation. una HANDE (1 to 4 TRANS.) initial stocking up period. Provide T 2. tax policy. economão climate sonturive of properity T-6 3+ International tax policy. trst smiting Clash booms. OSED-C 4. Stimilate research and development. C 5. Patent Lew. a b. International trade and foreign armagements. 3. saw or FUBLIC BOWLD PROJECTS: A. son JANKE. To provide an envoy bridge for initial FRA 1. Short-time projects. Small projects and Large undertakings to with the (ax NOTTHS TO 1 TEAM.) Lapach of unmployment after - Day. stage is short enough to permits exployment of large maters within thirty days of decisions, and which could be terminated Ln thirty days. (To be outlined.) 1. um to be prepared to take care of - PM 1. Long-time projecte to employ A administral - of withers within ets - (on TO FOUR TRANS.) distable unexployment and to produce of initiation. finished works of high understand and (To be milinad.) utility. Regineering, drafting and Masprint stage should be stariel prospily, - FISCAL AND THAIR BLIED Adjustment et policies nutier recorre- - 1. Taxation- alon and minimine n-e 1. Interest reter, discomite, deposits, me. M 3. Comments credit policy, (a) installment (b) I-f 4. law material deposite reserved fur national entry. a 5- Foreign rehabilitation add. 2 6. Foreign credite. 7. Private Intustry capital requirements. = B. Treasury refunding. 5 9. Exports Importe. APC - Allen Property Costotian E - Commerce n. - Pederal issure THE - Pederal Security Agricy (Including Selective Service, Sential, and Bar Nanpower Commission) yes - Polaral Seria Agency I - Interior Satas This truft is tentetin, has - and is endiject to deletions, L Labor CPA - Office of Price Administration additions, and corrections. CERD - Office of Sclentific Insearch and Development la L. L. RFC - Finance Corporation 5 - State sec - Securities and Exchange : - Treasury 1 - Mar - - War, Savy, Maritties EN - War Production heard VA - Telengs' Regraded Unclassified 205 NOT TO Br. RE-TRANSUITED COPY NO. 13 BRITISH WOST SECRET U.S. SECRET OPTEL NO. 289 Information received up to 10 a.m., 2nd September, 1943. 1. AIR OPERATIONS WESTERN FRONT. 31st/lst. BERLIN. 1,359 tons dropped in- cluding 268 4,000 lb. H.E. and 611 tons of incendiaries in about 50 minutes, Although cloud prevented identification of ground objects it did not hide the marker bombs which were at first rather scattered. Accuracy and bombing concentration of main force improved later, Good concentration of fires finally reported one conflagration emitting smoke to 7,000 feet, Night Fighters very active, 4 of them shot down. FORET de HESDIN. Marker bombs well placed and no opposition. 68 tons dropped, several explosions seen. 1st. Bostons bombed ROOSENDAAL Railway Centre near ANTWERP. Fighters damaged 2 Trawlers, a Flak Ship and 2 Barges off HOLLAND. ITALY. 30th/31st. Wellingtons dropped 84 tons on CIVITAVECCHIA starting fires in the town and Harbour and hitting a transformer station and chemical factory. 31st. 152 Fortresses dropped 406 tons at PISA, hitting a railway round house, a gas works, and an aircraft factory and several grounded aircraft. At PESCARA, the Railway station and a bridge were hit by Liberators which dropped 84 tons. Enemy casualties - 16. 2. 0. BURMA. 29th. Mitchells and Liberators bombed MYITKYINA, hitting the station railway siding and rolling stock. Regraded Unclassified 206 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE TO Mrs. Klotz September 3, 1943 FROM Mr. O'Connell I reported to the Secretary verbally on the matter you spoke to me about on the telephone this morning. For your information, we have never received a reply from our letter to Secretary Stimson and as I told the Secretary, our letter did not anticipate a reply, since it was couched in terms of submitting information to the War Department for its informa- tion. I am returning the article from Thursdays P.M., as I assume you will want it for your files. Joen Regraded Unclassified 12 PM. THURSDAY. SEPTEMBER 1, 1048 DAILY MAGAZINEI PM, THURSDAY. SEPTEMBER 2, 1945 13 Hitler's Master Plan for a Soft Peace' sorces BANK OF COLOGRE FAIREN I U.S. Capital, Smelling Profits, Goes Present - the cultures contitue had - - was to have - Adalbert - - the General ta this - portage - - - by de de Charles Internety Anel Into Nazi-Controlled French Firms of Prome was - - - Now - - - a - of La - - Note - - - developlage las which e world and - good mainger By WAVERLEY Boar persons Lenalge No be - for the - - to to the - Patie agree la de ww. las bed registed the to - the amike pirties. The of - of the American tamilitary American sulden are will - the way to winsing the was, Lique des Contribute (the Fresch might be abio to date the freis Sex - performing But America Instrument can lase a. For # la not english to Impri, . previous America facts the vertals, - the General had - - la - The reporties - - - best Generany x the She must be deprived di the - employed to we residenary at - the of - Ammino power to mame as adon as the democracios have de- - Priment Be had Fresch, and Hereby to lead - also - - the et - sims - no - plans WORMS are modical brown internetal a organization - - of the were being - - the improvation BIRNCH or PARIS That - Cerruny - be beatre Industrially, - line department the (la brother- livel di the America income - med - el the Serget in The Currism thember will Heuse by and politically, as will as militarily, control à shirt time later, a - Hile probily give up all hope of winning the unititally war Tost - set di productive - of ded dream with de hair des - of to "W" the day who bild but year But be interatted his caripaigo julim qui the downls of total They bine dut, leose) The bed - endent The les el de provide M the they 3 tried a to win the war, as la last hope. The cluief buttlelleld of America - anded de present dat mill la Germany's la la that campaign is Noth Africa. Du principal are the Fresch sied any I of de ydam ad bust. lie pient - of the - Insulance - . partom and dat - - tal whole only chaire of seving thereasives la to sever Parks die also bentable - - - made of the - their German friends. The - they are whing to the tu daily, le Inc. Anil an denter of be the of mag America draw American busine into with themaches, and Bule Law, the be vegalle - 4a - for The - of the Asserica - that indimetly info partnership with the Comune al - of Fresh, le require Commy consered daily der pay where Pas - bei less If the plan a American will have an interest, el bis - Duisk plant Post Harber, who Hills called a desiribed in the plas as paid when the prove injury in made, in preserving the pine that Ger- startly after the ansistion, a) to Dr. Blease Couley - of be resertion MM and charged - - reporter dur de - mis - builder has made through the compuests of the German - M - a for the - of preparting slimative pier - only - colleportant with ansies. Emergency Perm-Itimes Flandin, who I & 1 E a I des 1 If I I whise the bis - - NEUTRAL BOURSES of trank The - very - RENO Part / endorsement of Present Frank end wire to health and at - - Brade - autho law the was CHEMICAL TRUST FRANCO-AMERICAN BANKING GROUPS Lebidena, - manager the Be thank frim provide. The missing alanda - to the - Hile et Musk Addems family - # Paper Bullets tipo tuning - tanks - Cen U.S. traps lake North Afrira. - be Noth Alrika. Fix And a - le July, INC. sherty - the Remis I a after had - - - and eartainly the - hall - - that - - and visits. Part Il - this the form there - miske may - anade trips - - - Amortian - nations. de lindle - à - done dost properties takes. The Increase - children - De The may of the - MIR, France Betrayed - a North Alexa with, will and of the part played in - by - - the permission of the Cm net, through Freen, to Company Viety Too Suspect which will - the - they - date des bel -- M - Particularly - - the - backs Victory, Inc. - of a - - - ou Find - of L c Father's fale Fresh - began Many Franksis believe, - - That pm him apportunity benked interprise, - - the hand of the Americas - - - - de ! F I - und - wild - other full of International - - long before the - is la endorproned - - - - - to the - Proposed Consortium with the ARE - be ml Su. Gas. Check - and tax organizatione the charged - Ang. BL 1962, that la # - - and - - could - Esso North Mrica, A elimber --- - - - dital which to to demost - himited - But - Anahr of Galori, Test - the i und - - + an Committee and Freene - - defend to fair - to - to Cersiny - - of de develop. DE place - America wight Femb mist perb - the - at the Time the importer. - - Line, - all - the Worms that martionary 1 the relationship of - of the be of Ammirar - - which - - and only the Forth, but the Pass Atexican - recompted France (we will Be fage Many that the unhapon- the M the - - and - Faoth ind the - Maked - Frank beary Industry and and name Germany intended French - - - about Γ Name The hand wight any have leis hand be replatative of M that - askend Vehr them] de ] employee - de transfed - ww the - is the - - - las may when the entre Name Miss and, mindly, the also - - initiatry mus - Impried la - bis plant the - la military - la Mahad - right. la the exted amplinment formation of the - on signam. for shich # M) less crested end Hm Anniews - - I to der heavy cartel, which about Certify be Industry and the of this menta, Gamany was New Companies motion for a establishing - payment of Germin reparts - - internets with Con - what - And the - the win Verious saw Fresh the of Ema alter Validay 345 be Part IV and be the Valu government. Una and of international Franchess alondy prom of the - - all Europe TM Preside and - unpel - violently One day . - . - the The Twing by Valiy -- tersier the - DI - that e - naport . lemis - which - los - - operate is Nath Al- kas. Ruf a - not, and - General Suna America any all - the envide of Malage Annion - toto the - The Franch desised inhalry - of the capital will - - IP Contact Points the things e bis - la Late - miles the prind 1 - des also the - politica the role of - who e ben invoived in the able - work - Braids les hair partners because Cerman Origadard after. the - who had a of Promo Who Central de - to develop to Finesh lanks, 29 per cred by From - cirtify Bet las bene - have - to Certify which they - Inading Others dided M - used have - - Important Mess Valve and African resided 48 the plane the 3 to branch of well known Africa punided name propition the gild of - may le - al a, be dost - - nuk " Tree Card - best account of desibing with the do M the in Park, - platos of to he et - Agention benking from. ed 00 - notty and due replation The pail of - brown these du gold - - deposit - have to do boxes with di then Fresh Certify who need - . Mar- the of Advice bed I the visit Fresh - to - rost - from North - le Indo of Ane Presis - beilded a Liste list and to THE the General again after to -- du - named Inc la paint I These Presium also Mild das dul Petite's liest alier after the sell - $ the Cermiss and engle this - French - for la in binks and bisken from The et of Jarger the - By Omail - 000,000 Sein fail fassica in & - they postably will the Allin - . buther postitions to the this great amistion. Premis truts, the Contail des to block Cerman purchases, Ad- parent - as - lan de General word lane - las - break And a was at dia juschers mind Durlen promptly explaced that la appearal in . nute I viel point la Certify (which may - "wo why est - - - Be The Fucheu-Plan inady - - insted 51 - - W vistue of del metrol of the Forge (sted and - and Finds banks - of through In Jahn the . with the excipe of the grinned for nice? Bright Spa Mo with Feresd de Brison, nin to 1. G. in the development of the Nat belm) lim you lune a Amle - the Comité des (nal), The Video princess began et war. - a for If Fresh repird, of the via - etat or - pro- - with The Fresh These De - - of metale of the Ania whom hands establish - - performe for de - Avending la to - - or the as - - Part y - General had forced Mo all im compartes ding - which and and lare I - I [ is and reactionary poll- - und backs the 1 de I entre - which 1 - -- Howe - * a that to taritiney. wid as . conter of design - - Victaine Pinne Etime Fluids, the be - - la work the address of of the - 4 works North time beief trip he monthly - to the line the new - Des. The Publist of the risentias - if - 1 r Flows cartale IN phon telegram of to paper, information À qual - - - as March Ahus timel 11 - - - Plan at Work - - 4 - date Freek - - the I Our upon, the bende U. - lend of Cm. Chard's -- Frodu North Mrs. - the ontig Nash - that whether - Value destree - issued missing - purdaring Le 1 I 1 Miler - Be - of Mastils - Two Prunch of Name, di should the world. and etal sews agency, . el bind thair - Altrica - Las - desite 1 - these for Finds of last - down the - is would - called - ed in The lubbydat for big have have - of Franch Part III 1 representatives to the per 5 line and the la - The primerr of - asquired he Comman be - J r - were - provided - I - - - - of - M Come beyon. #: Mariel of Bait for U.S. A. - with 1 to a - de I The - of Train- ] 1 The Rush to Sell - I l'an - lb - - - M has Public program - die a Identificas Cerma - the of de big I to Williams Back Parta - which securitary of de Frainer General BL- North Addes. Up - de person, Company had Be land, - A. 4 E - la Funch claimical - Rede at 50 the des I Be would ne to of Committee to Product - - the Freeds agmt - the benefity in Industrial Produces becomes Kuhlman, - - both the military war de work Maing Class de LSS be which , - 1 - - - - will de Certual I - 1 Bank if Cologia. Promit classical tigether and de was and the - - that 0m, - the 1 for declarings obtained As - - the - - - - the primary al the The Flot Works - regles - a em to ben Schoole's poyer of der companies, - - - - - - to - we truit, and them and as - - the - agrinal a de has the Hitler first - the count may Freechmes and if the stock in Reply - 1 the M The edas - for the attipes donged - E I I I I i 1 E - of the - havey aducab of the Dube that de disting of - - Lc. - live de regula of was which also two I will a de Casille --- - - - of allay defent. - withen - - the D. A the - which was the for - al. the of de des who later husked Mas. pine, - from the print of view of saw - night City telped hand ever leaders le The tax of of the West tertain la Information destly by Ma intestry, The Result - - - the Whole of THE The Neth I the 1 be the us of - Memo Energy for - to - Animires bright qui - de - - Cermar - Bank senda the . definery of - Frame Germin relations. My taik lad. de mink of fee fales of That Hates to origile of the la No 1 t El will be - make a - - brier - Germa and (Its - power find the ANM a - 1 Africa, I to - - This - I and di Moster " Form INE - - Pulice, - - de mome) of of NUMBER to - - ext. ently that the Internet of the there plant was total by the Brinch - the pushility all . Cermio to - más the miy generale try - of - - the la to person Fresch - the day dei Lesle Realt 1 inditary delivat. Cime destribe mis 1 da - de double operato as de Mg bespit to General of should by emplusir % the Altempt #: - The Meeting Ground let . fun bank - fwl Druhis, Had duty legis and 1 I in - plato 1 a AND - I $ I mil will - Palas of Camps Bran el Places La when - refere Cerman industry form ed opáre . - who the 1 1 1 for nother - wild le - 1 " - book of in The - 1 - of that 1 since # a operating that - Full - I - Marie - the by back is donnes ben 4 China The be delivery of de - is the - of the for de 1 . -1 of - the bad Phone - which - - Part Public will ? 1 1 - - the entime limit of is - the Cell des hopi - I L - 10006 1 the Gema Ann Γ. I servi . by - 1 thing - the 1 al - - - ben, the E - today." À group of Fresch tasks under - be expend taken the 1 year F One of der 11, Their - - Franken and loss - have entity less a Frank chew me 1 1 1 4. de - 4 1 I 1 Y 1 the of the Want Bank, Began of - and - North Alrina, a - under an reads I 1 leving - by Fresch National Cas 1 - - - Bard of Dine worked - fe the Fresch have - - - = - esta el I - for - and the - N - at Pam - Only - of the Friely 1 1 the Il ] la 1 I date, de pain peters . the frex - - the - of Over I - der Rune - Fresh - by Germany Name - J 1 - - Be le . distribe of the I - - M of the I 2 I the - - Regraded Unclassified 208 September 3, 1943 11:12 a.m. HMJr: Hello. Operator: General Greenbaum. Edward Greenbaum: Yes, Henry. HMJr: Eddie. G: Yes. HMJr: This is official. I don't know whether you saw the two-page story last night in P-M about the Germans and the French and G: No, I didn't. HMJr: the financial - there's a two-page story - uh - the gist of which is that the - a bank of Worms - W-o-r-m-s, a French bank - is supposed to be the people who are the most active - you see? G: Yes. HMJr: Now - oh, I don't know how long ago - I sent a letter to Mr. Stimson showing that the representa- tive of the Bank of Worms, a man by the name of Dariot G: Oh, yes. HMJr: a colonel under Gregory, did not comply with the Treasury regulations on making out this form showing about his foreign interests, you see? G: I remember. HMJr: Hello? G: Yes. HMJr: And they've done nothing about it. Now I - this 18 just a friendly warning - uh - why wait 'till P-M finds out that the representative of the Bank of Worms is a Colonel in a high position in the War Department? G: I get you. Regraded Unclassified 209 - 2 - HMJr: What? G: I get it. HMJr: Now, sooner or later they are going to find it out and then you fellows will have to scurry around and try to explain it. G: I'll get hold of it right away and get busy on it. HMJr: It's just a friendly tip. I thought I'd rather call you than call up I.F. Stone. G: Yes. (Laughs) HMJr: (Laughs) G: Well, thanks very much. It's very appreciated. I'll take it up. HMJr: Yeah. G: Jack McCloy knows about the thing and I'll HMJr: Well, I - I can't understand why they've - I under- stand that G-2 - General Strong knows about it. He was interested but - I don't know - there was something funny went on over there. G: Well, I'll HMJr: Not with Strong. G: I know. Okay, I'll - I'll HMJr: But this is a matter of a friendly gesture on my part. G: Thanks ever 80 much. I'll take it up right away. HMJr: Thank you. G: I appreciate it a lot. Regraded Unclassified 210 September 3, 1943 Joe O'Connell. The Secretary. Is there any question about the legality of Prime Minister Winston Churchill buying a United States Govern- ment War Bond? John Sullivan has raised the question. I'd like to know. As a matter of fact, for your own information, I am personally paying for the bond but before the newsreels, he will be saying that he is buy- ing the first bond of the Third War Loan. Just as soon as you have the information, be sure and come right in to see me. Thank you. Finished- Regraded Unclassified 211 September 3, 1943 HM Jr sold a $100 War Bond to Prime Minister Churchill before the News Reel Cameras: HM JR To launch the Third War Loan Drive, Mr. Prime Minister, I am glad to sell you the first hundred dollar Bond. You are setting an example for the fifty million Americans who are being asked to buy an extra hundred dollar Bond during the month of September. Today being the fourth anniversary of the entrance of your people into the war, I think this is a good way to commemorate it. PRIME MINISTER CHURCHILL Thank you, Mr. Secretary: I can't think of a better way to commemorate the anniversary. I will tell you what I will do. We will use this Bond to commemorate another event. I will give it to the first American soldier who sets foot in Berlin. Regraded Unclassified 212, SEP 3 1943 Dear Mr. Bristol: The other day P. group of officials in my department of the War Finance Committee presented to me a beautifully bound book constituting a record of the advertising support given during the first six months of 1943 to the War Bond campaign of the U. S. Treasury Department by the Drug, Cosmetic and Allied Industries. I want to express the appreciation not only of myself but of your Government on this patriotic voluntary contri- bution by the Drug, Cosmetic and Allied Industries. This is a vitally significant contribution because it is E. completely organized activity on the part of an industry dedicated to the sole objective of promoting the sale of War Bonds. Its unselfishness has been clearly indicated by the fact that no commercial product advertising was employed. The record as indicated by the book now in my possession 18 a valuable pattern which we hope other industries may see fit to employ likewise. At all events, your leadership and cooperation deserves full recognition from us all. It is & splendid contribution to the winning of the war. We are now in the midst of the tremendously important Third War Loan campaign beginning September 9th. In con- nection with this Third War Loan campaign, the necessity for reaching a far greater number of individual subscribers than ever before renders your medium of contact through your extensive advertising more important than ever. As Secretary of the Treasury, I wish to express to you my appreciation of the helpful cooperation which all your participating companies have accorded our War Bond drives. Sincerely, (Migned) I. Merganthan, Jr. Mr. Lee H. Bristol, Chairman Drug, Cosmetic and Allied Industries Committee 630 Fifth Avenue New York, New York FS:gr Regraded Unclassified 213 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE September 3,1943 TO Secretary Morgenthau FROMFred Smith This is a letter for the Drug Industry, which replaces the meeting you were to have with representatives of the Industry. It was their idea that this would serve the purpose as well. Regraded Unclassified 214 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE September 3,1943 TO Secretary Morgenthau $45 FROM Fred Smith You will be interested in the following memorandum from Emerson Waldman. "We The People" inform me that they will let us know tomorrow, September 3, the guests they propose having on the broadcast from Monticello on September 12. The producer of the program, as a result of the research done in Charlottesville, is quite enthusiastic about the "local" possibilities for participation in the program." To Regraded Unclassified 215 September 3, 1943 Randolph Paul. The Secretary. I understand that you will be back Saturday. I think it's very important that you see Judge Vinson and explain the program to him. I don't want him to have the opportunity to Bay that he didn't know about it. I also think that we should ask to see Judge Byrnes - Justice Byrnes - for an opportunity to explain it to him. At least, I want to make every effort to get this program to them before we see the President. We will hope that they will be helpful. Thank you. Paul san Byrnes tutmas unablets Su Ry mes as he went ant of town- Regraded Unclassified 216 THE WHITE HOUSE WASHINGTON September 3, 1943 Dear Henry: With respect to your letter of August twelfth, addressed to the President, about a dispute which has arisen between the Alien Pro- perty Custodian and the Treasury, which the President referred to me, I understand that the matter is in process of negotiation between the respective agencies. Will you please inform me when an impasse has been reached and I will be glad to take it up further? I assume that as long as your staff is discussing it with Mr. Crowley's staff in an amicable way, their negotiation should continue until a breakdown. Yours Jam very truly, SAMUEL I. ROSENMAN The Honorable The Secretary of the Treasury, Washington, D. C. Regraded Unclassified 217 MEMORANDUM FOR THE SECRETARY. September 3, 1943. Mail Report Tax mail for the week -- three times heavier than that of last week -- was again filled with acid comments about the Declaration of Estimation. The farmer who wrote that he simply proposed "to wash hishands of this estimating" voiced the general sentiment of our taxpaying correspondents. The 80 communications con- cerning only the Declaration pointed out the impossi- bility of estimating income for the final three months of the year, and most of them were complaining of the complexity of the forms. Several denounced as Fascist the penalty for incorrect estimation. Every day brought one or two letters from persons calling attention to what they considered an error in the instructions -- the omission of "not" before the phrase "more than $3,500 8. year if married". A number of completed forms were sent to the Secretary, some with very pointed comments along the margin. Others were returned with & note that the addressee is now in service overseas. A number of writers asked that the date of filing be extended to October 15, and one suggested that for the benefit of accountants and Collectors of Internal Revenue all dates for future filings be staggered. A dozen protests against further increase in taxation were in most instances accompanied by B. de- mand for economy in Government expenditures. The new CIO tax program had 5 endorsements; the sales tax only 3. A tax certificate of smaller denomination was re- quested a number of times, and there were requests as to how to handle previously purchased certificates. A doubt of the Government's probable promptness in making any refunds that may be due in 1944 ran through all the mail that dealt specifically with tax payments. Although not increased in such proportion as the tax mail, Bond mail was heavy. It mostly consisted of Regraded Unclassified 218 - 2 - Memorandum for the Secretary. September 3, 1943. ideas for the 3d War Loan Drive, or letters in regard to plans, appointments, etc. With the exception of a few persons who predicted failure because of New Deal tactics or Government extravagance, all those who com- mented on the Drive expressed approval of existing sales organization, and confidence in the success of the campaign. General suggestions followed the course of previous mail. There was one suggestion that "E" Bonds be sold at slightly higher rates and made tax- exempt. Members of the Armed Forces have taken the lead in asking for the issuance of special Christmas Bonds. A few business firms asked permission to grant increases in the form of Bonds, or to encourage sales during the campaign by matching, within reasonable limits, each Bond bought by an employee. In spite of the greater volume of mail, fewer Bonds were submitted for redemption, and fewer complaints of any sort were received. In the miscellaneous mail there were 4 requests for copies of the radio address recently delivered by the Secretary in Baltimore. Interest in the invasion money used in Sicily lapsed completely, but there con- tinued to be interest in plans for an international stabilization fund. Mail forwarded from the White House was again very small in volume and very dull in comment. During August only 241 pieces of mail were forwarded, of which 106 were acknowledged in the Correspondence Division. What little mail came over consisted mostly of requests for some sort of help, ranging from assistance in connection with the Estimated Income Tax problem to 8 plaintive request for a more equal distribution of beer. There was almost no mail in connection with the Bond Drive, and few suggestions in regard to taxation. Gabriele EN Fobush Regraded Unclassified 219 General Comments Harry S. West, Altoona, Pa. I am B. groceryman and had my first experience with the new pennies, which I think is one of the most absurd things our intelli- gent U. S. Government has ever done. These pennies, when new, are the same size and color of a new dime (as you know), and are certainly a head-ache to the businessman. The least you could do would be to change the color or distinguish them from the other money by some plain mark which would overcome the fact that the businessman will lose thousands of dollars a year. $ C. Mervyn Young, Wynnewood, Pa. May I have a copy of your interesting radio address in Baltimore, Maryland? Thanks. Anonymous -- Camden, N.J. I see in today's papers you want more taxes. On Saturday night at the Trans Lux in Philadelphia when pictures of MacArthur, Eisenhower, and the President were shown, there was silence. But when a Russian picture was shown, there was great applause. And whom do you think patronizes the Trans Lux? Think it over. There is trouble ahead and you fellows are causing it. George A. Easley, President, The National Iron Bank, Morristown, N. J. * As President of this bank, and as Vice Chairman in Morris County of the Third War Loan Drive, I have B. dual interest and responsibility in the undertaking, and it has had and is having my most earnest consideration. There is, however, a serious handicap facing us in common with all other banks which if left to drift must of necessity seriously impair or lessen the effectiveness of our efforts to accomplish the objective which you have set out for us, and which we all hope to achieve. * We have lost to the war Regraded Unclassified 220 - 2 - services and industry practically all of our male employees. Eliminating five old janitors, 93% of our present employees are women. * # The women employees whom we have engaged in substitution for the men are doing excellent work, and we would be highly gratified if we were allowed to keep them, especially since we have been put to the expense and time of putting them through a course of training. Unfortunately, however, when trained, they become qualified for positions of responsibility in war plants where they are in demand, carrying increases in compensation to them as much as 60% more than our authorized salary schedule. # + In order to relieve the situation, we filed more than three months ago, in accordance with regulations issued under Presidential Order, an application with the Regional Office of the Salary Stabilization Board for salary increases for our staff, and notwithstanding the fact that we have since been in constant touch with that Board, we are informed that no consideration can be given us until such time as they have received an approved schedule adopted by the War Labor Board apply- ing to the banking industry. During all of this time we have been encouraging our staff to remain on their positions by promising them salary advances, but the continued delay on the part of the Regional Board is causing some of o ur staff either to doubt our sincerity. or our ability to secure the necessary authority to make such salary increases effective. No one knows better than you the added burden that the present war effort has thrown on the banks of the country, and this is especially true of small country banks such as ours, restricted as they are by the salaries which they can offer. 4 * # Regraded Unclassified 221 - 3 - Favorable Comments on Bonds Lew Kent, Program Director, WMAZ, Macon, Georgia. Referring to your letter concerning the "Treasury Star Parade" programs to begin running during the 3rd War Bond Drive, September 9th through September 30th, I would like to commend your office on being able to secure such a wonderful array of talent. I would like to say also that during the past, the "Treasury Star Parade" programs have been exception- ally well done, and we consider it E. privilege to broadcast them regularly over this station. Dr. S. F. Galaskiewicz, Dentist, Chicago, Illinois. I would greatly appreciate 8. copy of your address, "The Third War Loan", given over the radio Thursday. At this time I wish that with the aid of God, you keep up your good work. Mrs. Wolff Lowy, Brooklyn, N.Y. Have given my personal check for $10,000 for the 3rd War Loan, which will be issued September 9 through the Brooklyn Trust Company of Brooklyn, New York, and I can assure you it is one of the happiest moments of my life. Hope my share will help to meet the goal. Our only son of 19 years is in the Armed Forces. Captain Edward C. Reamer, Ninth U.S.A. Air Force Head- quarters, War Bonds & Insurance Office, c/o Postmaster, N.Y.C. Information is desired by this headquarters if special War Bonds with distinctive markings will be issued by your office for use as Christmas presents by men in the field. This office has received several in- quiries from Unit Bond Officers requesting information. It is the opinion of this office that if such EL plan was instigated whereby Bonds purchased prior to Dec. 1 would be delivered on or about Christmas week, sale of Bonds in this theater would be increased by fifty per- cent or more. Regraded Unclassified 222 - 4 - Unfavorable Comments on Bonds Virgil W. Cutright, Smithton, Pa. I have written and written about my December Bond that was lost, and all I can get is letters. It looks to me like they could send my Bond. It was lost in December; it is now September and no Bond yet. # I either want my Bond or the money I paid in. Mrs. A. J. Schroeter, Centralia, Ill. I have been advised to write you in regard to the charge we had to pay to cash 13 of our War Bonds. We cashed them for the sole purpose of helping to make a down pay- ment on a home. When I took them to the City National Bank, Centralia, Illinois, to be cashed, W&S told there would be B. charge of fifty cents each, and when they called to tell me the money was there, and I went to get it, I endorsed the check, and when they cashed it, was told they would just keep five dollars for their trouble. I feel as every one else does that that isn't fair. It really discourages us about buying any more Bonds, but yet we know we should do all we can to help. Thanking you to tell us if they have the right to "charge this fee. Fred P. Wood, President, Simplex Paper Corporation, Adrian, Michigan. The purchase of War Bonds is a very necessary obligation of the citizens of these United States of America. War supplies cannot be purchased, the fighting forces paid, without the citizens pur- chase Victory Bonds. That is absolutely true, and it is incumbent upon citizens to do this. That we fully recognize. Nevertheless, there is no reason why Govern- ment agencies should not do exactly what the Government asks its citizens to do, and that is come to some realization that we are engaged in a war, & very costly war. I think I can say to you, without hesitation, that 50% anyway, and possibly a higher percentage, of the great long telegrams received from the Government agencies do not need to be sent as 8 telegram, and Regraded Unclassified 223 - 5 - this telegram of yours of August 23rd certainly comes under that category. # # # The drive does not take place before September 1st. A letter, which would only entail the use of a 3₫ stamp, would have been just as good. I, B.S a citizen, believe this -- that Government agencies are the servants of the people, not the masters, and I feel I am justified, 8.S 8. citizen, in suggesting to you that you be economical in the use of public funds. * I don't know how many thousands of dollars was spent in sending these telegrams, but if they averaged $1.00 apiece there is no question in my mind that many thousands of dollars could have been saved by putting the sub ject matter in EL letter, and also a much more intelligent appeal could have been made. * William U. Watson, President, Green Duck Company, Chicago, Ill. As I have just completed the dictation of a letter to Mr. Norman B. Collins, Executive Vice Chairman, War Finance Committee of Illinois, in response to a communication received under date of August 18 on the subject of the 3rd War Loan Drive, I hope you will pardon me for calling to your atten- tion that although it is probably true that the average family's income is far greater than ever be- fore, that there are B. great number of small business- men, among which my company seems to fall, who have not found it possible, under present Government regu- lations, to continue business, to say nothing of operat- ing at a profit. There is small possibility of this group responding to your patriotic call. I am quite sure that if your appeal was directed to our War Production Board, and made strong enough to impress them with the necessity of unfreezing the great amount of stock that has no value in our effort, thereby permitting small manufacturers whose equipment is not fitted for our war effort to function, you would not only secure 8 quick answer to your appeal, but you would, in addition to this desirable result, receive a great amount of gratitude from the small businessmen. Regraded Unclassified 224 - 6 - John A. Cross, Attorney at Law, Loveland, Colorado. I have put in nearly a year trying to obtain for Pfc. Raymond D. Stroh and his wife the Bonds or Stamps or a refund of the money which was deducted from his pay at the Sioux Ordnance Depot, Sidney, Nebraska, and have as yet been unsuccessful in getting the matter cleared up. It now seems that the matter is in the hands of two different Government agencies, one for the amounts deducted during the period from September 1 to September 16, 1942, which is apparently in the hands of the Area Engineer of the dar Department, located at Scottsbluff, Nebraska, and the other for the three months prior to that, which we are now in- formed is in the hands of the Commanding Officer, Centralized Field Offices, Finance Department, 366 West Adams Street, Chicago, Illinois. * * # In other words, it seems that after having been passed from pillar to post, and one officer and organization to another for nearly a year, the only progress that we have made is that we are now dealing with two differ- ent organizations at the same time. I em writing this to you because I believe that this situation, if it is duplicated in many other instances throughout the country, will be an extremely strong influence against the authorization of payroll deductions by employees, and indirectly an interference with the War effort. The considerable amount of correspondence I have had with various agencies involves enough work on both my part and theirs to have covered the expeditious and efficient handling of one hundred accounts of this kind, and the slack and waste motion of this sort must be adding terrifically to the costs of the job to be done, besides the bad effect on morale and co- operation. # # # Merle Cushman, Cambridge, Mass. I am buying War Bonds with all I have left from an actual living, and banking none for sickness or other emergencies. Here is my question. Have we any assurance that the Government won't come out with an order to stop payment on those Bonds until after the duration, or later, as most Regraded Unclassified 225 - 7 - people claim is apt to happen? As we have taken the Government's word before when they issue ration stamps good for so much, then come out and tell us that they are only worth part of what they were issued for, we can't help but feel doubtful. Same as the pay-as-you-don't-drive five dollar windshield sticker. We buy the sticker 80 we can drive our car, then the Government puts O.P.A. men on the road to stop us. Can you assure us that something similar won't happen to our Bonds so we won't be stranded in case of sickness or death? Copy of letter sent to the Division of Loans & Currency, Chicago, by Claude A. Guren, Attorney at Law, Detroit, Mich. As of August 1, 1941, and as of January 1, 1942, I purchased from the Federal Reserve Bank, Chicago, Detroit Branch, and the National Bank of Detroit, $50,000.00 each of U. S. Defense Savings Bonds, Series G, making an aggregate of $100,000.00. # # I am no longer residing at 941 Hazelwood Avenue, Detroit, and on July 15th I endeavored to change my address, as per above, by making inquiry at both the National Bank and at the local office of the Federal Reserve. My purpose in doing this was to insure the receipt of your draft for $625.00 which was due and payable on August lst. However, I was informed that to effect e. change of address on U. S. Registered Bonds would require a notice of six months. This, in my opinion, is beyond all reason, but is probably in accordance with Governmental regulations and "activi- ties". Had I been equally dilatory in my purchase, you would still be "holding the bag". # * # I am send- ing a copy of this letter to Henry Morgenthau, Jr., by whom I am solicited to purchase additional Bonds, that he may understand that the investor is not given EL square deal. Regraded Unclassified 226 - 8 - Favorable Comments on Taxation E. R. Castor, Pottstown, Pa. Allow me to compliment you on your letter, "To Federal Income Taxpayers", with reference to Declaration Form 1040-E.S. This is the most clearly and simply worded piece of literature I have received from Washington in two years. (Suppose he means it?) Charles M. Ross, Certified Public Accountant, Riverside, Calif. It was with extreme pleasure that I learned of the Treasury Department's plan to study our Federal tax laws with the view of making revision in order to simplify administration and reduce the paper work of taxpayers. Iam taking the liberty of presenting a few suggestions which I sincerely hope will be given due consideration by the group appointed to tackle this important task. Possibly some of these thoughts have already been advanced by others -- then I trust that I will be lending emphasis upon the crying need for certain changes. # # I am not sufficiently familiar with the names of the members on your Advisory Com- mittee to ascertain whether the group contains a prominent tax accountant. If the group consists en- tirely of attorneys, I fear that important accounting considerations will be overlooked. If the group is lacking a certified public accountant, the American Institute of Accountants should be contacted for their recommendation of an expert. * # # Regraded Unclassified 227 - 9 - Unfavorable Comments on Taxation Robert Clark Hollingsworth, New Augusta, Ind. If my eleven-year old son should compose anything &8 confused and unintelligible as the enclosed form letter, and the tax forms which accompanied it, I would whip him for being so willfully stupid. It is a great pity that the persons charged with collecting our taxes have never had any training in the use of clear and simple English. Some day your bright young men will choke on this mess of incoherent bad grammar -- an event which will fill me with considerable joy. N. Wood Hill, N.Y.C. As one in the "medium bracket", I beg you to use your influence to impose other taxes (sales, luxury, etc.) rather than those directly affect- ing our incomes. Even 9.0 present, I have to draw on principal, and take funds from my savings bank to pay these Federal taxes four times a year. I am patriotic, and eager to help, but surely the Government does not approve of 8. wrecking process like this. F. Y. Hill, Llano, Texas. Of all the crazy setups dur- ing the last several years -- I thought our Government's triple AAA was the banner freak bureaucracy until the new income tax "pay-as-you-go"-crazy forms for estimat- ing one's tax reached me with their accompanying instructions. The Treasury has gotten Mr. Secretary of Agriculture Henry Wallace's femous and infamous AAA Farm Control skinned more ways than 8. cat has lives. My honest belief is that when our citizens get down to work on this Serio-Comic "Estimated Income" return in earnest that your Treasury Department and Agents will hear from them plenty. If the new system does not collapse of its own freakish, meddlesome, troublesome weight of mystify- ing complications, then you can call me a goat. I would rather be in Hell, or Texas, any day than wading through the new revenue-maze. Regraded Unclassified 228 - 10 - Representative Robert Crosser (Ohio). # # I am en- closing the letter from Marstan Cleaners which they sent me, and if there is anything you can do to adjust this matter to their satisfaction, they would greatly appreciate such consideration. (The follow- ing is the letter addressed to the Congressman by the President of the Company.) Enclosed is & copy of our letter addressed to the Treasury Department, having to do with a double assessment of our Unemployment Tax for the reason that we were late in paying it. Our lateness was the result of not having the funds with which to pay it, and, although we are slowly paying up our taxes, we still owe some and therefore are hardly in a position to pay them twice B.S we are now called upon to do. It just seems to us that 8. penalty so great, equal to the original tax, certainly is not within the spirit of any law, except there be willful and flagrant violation. This does not exist in our case. To apply such 8. penalty and insist upon it seems 8. very satisfactory way to destroy the small business. There having been an extension granted in which to pay the tax during the previous years, we indulged a hope that this would also be done in 1942. * ** When it was not extended, it was then too late for us to make any corrections. * # Very likely there are other tax- payers in the same predicament and probably Congress in its wisdom will see fit to provide for a further extension and thus automatically abate these penalties. If not, we hope that something can be done in our case to abate the penalty because payment of it will be practical ly impossible without seriously injuring our business. Capt. Frank A. Jefferson, c/o SS PICKENS, Postmaster, N.Y.C. I have before me one of your 1040 ES blanks and beg to advise you that you haven't any seat- warming slacker in your Department who knows what it is all about after he has made this up and spent thou- sands of dollars sending this out to me and the rest of the public. Most businessmen do not sign forms Regraded Unclassified 229 - 11 - and blanks issued by the Government unless they can give an honest answer. I happen to have been raised in the old school. I nor any other living being can estimate his income in advance during wartime. In one of your paragraphs you state you will refund over- payment. However, you didn't state when. My experi- ence with the Treasury Department has been very un- satisfactory along these lines in the past. It usually takes from six months to twenty years to receive any refunds from the Government, unless you have an Act of Congress to do it. Furthermore, I will probably be on the other side when this payment is due and furthermore, you have a penalty attached if you under- estimate your future income. It will cost the average citizen thousands of dollars for useless paper work and accountant fees and headaches over your systematic gouging of the public. *** Wm. N. McCormick, Box 6, Route 1, Dayton, Texas. I have talked to several persons in regard to the pur- chase of War Bonds. Not a one of these persons but would prefer to pay the computed income tax on a Bond at date of purchase than to have the headache of figuring out amount of income to pay on Bonds held. Personally speaking, I would prefer to pay $20.00 for 8. $25.00 Bond and not have to pay & lawyer to figure it all out for me. By adding the income tax to the price, I believe you can sell two billion dollars to Back the Attack' and get more money. Mrs. Annie E. Howell, Ballsville, Va. In March when the call came for paying income taxes, I filled out one of the yellow forms and sent it to the Commissioner of Internal Revenue at Richmond, Va. I wrote a letter stating there was no place on the blank for widows, sent in the amount of my income, and asked to be classified. The deadline for paying was so near, and I had not heard from the office, that I then wrote and sent a blank check containing my signature, and stating that I was due to pay a tax, to fill in the check. When my check was returned, $24.00 had been taken. My Regraded Unclassified 230 - 12 - year's salary was $580.00. I wrote two letters, and finally I decided to go to the Richmond Office, but they didn't seem to be able to tell me just what I should have paid, but promised to let me hear from the office. I have not heard from them as yet. Will you please tell me how much I was due to pay? My husband has been dead more than three years, and I have no children, but that is what makes it 80 hard. I have to do all that he did, and more, as far 8.5 cash is concerned, as many things he did around the home, I have to pay for having done. 4h * # Please help me as I had no dream that I would have to pay so much. 40 Twenty-four dollars seems very small to people of means, but it is 8 lot to a poor person. Horace R. Southwick, Hotel Ben Bolt, Mexico, Mo. In 1942 the Government asked people to buy U. S. Treasury Notes with money they were saving to pay income tax. We did our bit and bought $2,500. We have used part of this to pay income tax, but now things have changed, with the pay-as-you-go, and my income tax is withheld from my wages. Hence, I have no use for balance of Treasury Notes. These were to draw interest if used to pay on income tax, but now things have changed, and through no fault of our own, we cannot use them. Do we have to lose the interest on the Notes? It looks only fair now that these should be paid with interest to date. I was informed yesterday that they could be cashed but no interest would be paid. Margaret E. Brown, Showboat Theatre, Freeport, Texas. I received some forms from the Treasury Department in Austin, Texas, regarding income tax. I don't under- stand about the withholding tax at all. And everybody I've spoken to about it has a different explanation. I can't understand all those printed explanations I've been sent. There are too many if's, and's and but's in them. I wonder if you could send me an explanation in ordinary, plain, everyday language. I want to do right, but I can't if I don't know what to do. # 4b Regraded Unclassified 231 - 13 - Albert Zange, Auditor and Public Accountant, San Diego, Calif. (Encloses copy of letter he addressed to the Collector of Internal Revenue at Los Angeles.) "In view of the fact that no forms 1040 ES (Estimated Income Tax Forms) are available or mailed to my clients up to the present writing, and having over 100 to complete by September 15, 1943, which is almost an impossibility, I am requesting an extension of time of 30 days on the following clients. "# # # Also a brief reply thereto -- "Please be advised that no extensions of time are being granted at this time. The necessary forms will be sent you before September 15, 1943. -- * * 4b "I have been & Public Accountant practically from the inception of income tax laws, and I have always found the Deputy Collectors at the San Diego Office very courteous and obliging, but I cannot consider the answer to my letter from the Los Angeles Office anything but discourteous and insulting to my intelligence. In the first place, his answer would imply that I am requesting a 30-day extension for my personal 1943 Estimated Income Tax Return, which is already estimated and the money ready to be paid in full immediately upon receipt of Form 1040 ES, but you can readily understand it is impossible to take care of my clientele if not a single one has received a 1040 ES Form up to the present writing, and as a Public Accountant, Ihave many other duties to perform other than Estimated Income Tax Returns, and with this in mind I am convinced you will readily under- stand my requesting a 30-day extension on the enclosed list of Estimated Income Tax Returns. An immediate answer will be greatly appreciated granting my request, as not only am I worried sick about the prompt compli- ance of making up the returns in record time, but my clients are worrying me crazy about why I cannot get the forms for them. J. H. Hoeppel, Manager, National Defense (magazine). I am writing to you requesting information 88 to the action taken by your office on the application of Lester S. Terry, First Sergeant, U. S. Army, Retired, who made a claim on your Los Angeles office, asking Regraded Unclassified 232 - 14 - for refund of the income tax which he paid for 1941, alleging in his claim and protest that he was exempt from paying income taxes during this period because of the provisions of Public No. 262, 74th Congress, Section 3. Your Los Angeles office, under date of June 17th, had this question up for final determina- tion and Sergeant Terry was requested to appear, personally, for a hearing on his protest. Under date of June 21st Sergeant Terry informed your Agent in Charge of the Treasury Department at 417 South Hill Street, Los Angeles, that he did not desire to appear personally because of the fact that his "argument was contained in the Brief which accompanied his claim for refund". Sergeant Terry requested that his protest be forwarded by the Los Angeles office to your office for final determination. This was on June 21, 1943. Acting for, and in behalf of Sergeant Terry, I request that your office inform either myself, or Sergeant Terry, as to your final decision in this matter so that we can proceed further, if necessary, in an appeal to the U. S. Court. *** John Albert Pringle, Oakland, N.J. Attached herewith please find: (1) Copy of my letter of January 28, 1943, to Collector of Internal Revenue, New York; (2) Copy of my letter of July 28 to Mr. Joseph T. Higgins, Collector, 3d District, New York City; (3) Form letter in reply addressed to me as "Gentlemen", dated August 24, 1943. I know you expect us all to pay our required income tax promptly. Don't you think your Department might be more prompt in a routine re- fund of this sort, and more cooperative in seeing that it is made than a delay of seven months or more would indicate? It is brought to your attention in the hope that you will do something about it. Mrs. Rhoda R. B. Wood, Pittsburgh, Pa. March 14, 1942, I paid by check $16.00 Federal Income tax, and on March 12, 1943, I paid $71.00 Federal Income Tax. My Regraded Unclassified 233 - 15 - daughter, Mrs. John L. Sedlacek, went to the Federal Income Tax Office and 8. man there, delegated to give information, marked 8 yellow sheet stating my tax amount. Now I want to protest, especially to this latter assessment. # * # I am a retired teacher, 81 years old last March 12th. I am & wheel-chair occupant, and almost blind. # # * My pension is $80.83 per month. It costs me for care, room, and board and laundry, $66.00 per month, and sometimes more. Insurance $12.65 -- 8. total of $78.65 every month, leaving $2.18 for clothing, medicine, a doctor, miscellaneous things. How can it be done? * # # Well, if you will consult your files, you will recall my having cashed in my Liberty Bonds August, 1942, I think. With this money I bought War Defense Bonds, paid various bills, until now, I am just about bank- rupt. Uncle Sam says he does not want a penny un- justly. Does my pension justify such taxation? Right close to "Shylock", eh? Please refund. I am truly sorry to make such a request at this critical period. There are thousands amply able to bear the War burden. Here is 8. clipping substantiating my statement. (Headline: "Welles May Purchase 50-Room Maine Estate") J. W. Snider, Calumet City, Ill. The idea is growing on people in general that any money taken by the U. S. Government by the withholding tax plan will not be re- funded after March 15, 1944, if the return filed on that date shows that too much money has been withheld. Most any one knows that if a refund is due, that it will take several months to check the records and make such refund to the individual, but if he knows that he is going to get it, he will be willing to wait. # # # We have too many conflicting statements from different Departments stating one thing today, and something en- tirely different tomorrow. People rapidly lose confi- dence in & boss who doesn't know his own mind, and also in a Government Bureau that doesn't lay down a plan and follow it. *** Philip E. Hamilton, Attorney at Law, Beaver Falls, Pa. I received the copies of the "Current Tax Payment Act Regraded Unclassified 234 - 16 - of 1943", and have come to the conclusion that it is impossible to understand its meaning without reference to the Internal Revenue Code, of which it is an amend- ment. # As I read the amendment, the same de- ductions are allowable as were allowable under the general act, but just how professional men and farmers are going to estimate the income for 1943 is one of the many perplexing problems confronting all of us, It simply cannot be done. We are going to witness the most hopeless and utterly confusing state of affairs we have yet experienced SO far as Federal taxes are concerned, and I have not the slightest doubt that all our great middle classes are going to enjoy the experi- ment of being penalized for failure to do that which is impossible. It is certainly an amazing piece of legislation for a Government to impose on a people -- so far as I know, the only thing of the kind ever attempted throughout all history -- namely, guess what the future will be and pay now. C. G. Schietinger, Sanitary Hatchery, Weimar, Texas. A lot of people in the United States, including the writer, have purchased Series "C" Tax Bonds to come to the aid of the Government by paying their taxes in advance. It is to be regretted that the Department of Internal Revenue seems to have never heard of these Bonds. If the Internal Revenue Department had been informed about this matter, I would not feel so bitter about their rules and regulations. * * I had the idea that perhaps the Treasury Department had some loose connection with the Revenue Department, that the Internal Revenue Collector's office at Austin would be informed who has invested in Tax Bonds, that we who are holding these Bonds would not be penalized for the failure of estimating our income correctly up to B. certain percent, since the Government is already in the possession of part of my income. Instead of getting my Country's thanks for buying 8. tax Bond some 11 months before my tax comes due (March 15, 1944), I should be penalized for a "mistake" in figuring my Regraded Unclassified 235 - 17 - income. This is one of those clear cases where the right hand of the Government does not know what the left hand is doing to the extent of causing great dissatisfaction. *** J. E. McCoy, Muscatine, Iowa. After looking over Form 1040 ES table of instructions for estimating farm tax, I find that it is one of the most conflict- ing things to 8 farmer that has ever been imposed. It looks impossible to be done. I used to plan one to four years ahead on my farm program. This kind of administration has made it impossible to plan over one day ahead. With the change of ceilings from time to time, one can never guess what the income will be on any one commodity that I raise. I have fed quite a few cattle in my time. They are so far out of line that big feeders have also quit. I won't know a thing about my income until I close my books on cattle. Hogs were more profitable in 1940 and 1941 than they are now, but how much I don't know until I close my books for the year. # I never thought that Congress, in this state of affairs, would impose on farmers what they have in this pay-as-you-go tax plan. Now you ask a penalty if we farmers miss our estimate 33%. When the bankers list for a barnyard loan, they can't guess within 33%, so with an absolute uncertainty of any situation that arises on the farm, you have made it 8. law for us to do the impossible. # I would like to see each individual satisfied in preference to having his business, his mind, etc., in a turmoil all the time. Right is right, and good will always come from it in the end. But no good can come from some of the things that are being done by this Administration. Science has been trying to make the mind last as long as the body, but the minds of the people can't hold up in this state of affairs. I have had quite a few worries caused by the allocations. I have, on one occasion, driven 223 miles to get repairs for 8. pump, 133 miles to get repairs for hay tools. Other times I just went in town and returned in less than an hour with minor repairs of that sort. That is the uncertainty of which Regraded Unclassified 236 - 18 - I spoke that makes it impossible for me to estimate one year's income in advance. If you want cooperation you will have to cooperate also. As far as I know now, I will wash my hands of this estimating, as quite a few farmers are going to do, and will close my books as formerly. Warren J. Pratt, Chicago, Ill. I want to compliment you on the last income tax law, recently put through Congress. I think that it is a marvel and one that musthave required an enormous amount of gray matter to figure out. How any person given the authority to govern the people of this United States would want to conceive such a cockeyed law as this one, I can't understand. The idea of having to estimate my income for the balance of the year! How can I tell what my income is going to be anywhere near the correct answer? I may be working overtime every night the rest of the year; I may get another job and work for less money; I might even take on another job and double my money -- how do I know at this time? Another thing, what point is there in making the rules so hard and the laws 80 screwy that no one understands them? All the Govern- ment should be interested in is getting the 20% and making it as easy as possible for the taxpayer. The way the law reads now to 8 common person like me, who is forced to pay for the gifts to England against his will, is worse than 8. cross-word puzzle. * # % The idea of talking four freedoms and then threatening a tax- payer with a heavy penalty because he erred in guessing how much he may earn! # * I don't like the law the way it is written up; I don't like the principle of having all these rules coming out of Washington with a stinger on the end that if ou don't, you are subject to a ten thousand dollar fine. Give us four more years of the New Deal ideas of life and we will all be better off dead. Sure, I'll pay my tax. I'll pay more next year and like it too, but I do think we little taxpayers are entitled to a little more feeling from the ones we have elected to run our Government. * # Regraded Unclassified 237 Sept. 3, 1948 Mr. Thompson Secretary Morgenthau Would you or Charlie Bell please investigate the matter mentioned in the attached clipping, and give me a written report on it not later than Tuesday morning. Article from Washington News of Sept. 3, 1943 - Engraving Cafe Horribly Dirty. memo in 9/7/43- Regraded Unclassified 238 25 SEP 3 1943 My dear Mr. Secretary: This is in further reply to your letter of August 16, 1943, concerning the release to Mr. Charles B. Mollaniel, Jr., of 109,000 pounds of "blocked" sterling on deposit to his account in the National City Bank of New York in London. In accordance with your request, we have taken this matter up with Sir David aley of the British Treasury. Sir David indicated a strong reluctance on the part of his government to unblock the funds in question. Re asked that a formal request be sub- mitted. For your information, I an enclosing a copy of the memorandum no submitted to the British Treasury. Very truly yours, (Signed) H. Morgenthau, Jr. Secretary of the Treasury. The Honorable The Secretary of the Navy. nclosure HDW:TMK:rl 8/31/43 By 2618 1111 File Regraded Unclassified 239 25 SEP 2 1943 Dear a. Berle: This 10 in reply to your letter of August 21, 1943, in which 18 is requested that the Treasury Department endeavor to arrange with the British for the unblocking of the blocked sterling account of Mr. Charles 3. delaniel, Jr., in the amount of 109,000 pounds sterling, deposited In the National City Rank of Rew York in London. In accordance with the desires of the legartmento of State and Havy, we have spoken about this matter to Sir David alay of the British Treasury. Mr David indicated a strong relustance on the part of his government to - block the funds in question. lie asked that 8 formal No quest be submitted. For your information I as enclosing 4 copy of the memorandum " submitted to the Hritish Treasury. Very truly yours, (Signed) H. Morgenthau, Jr. Secretary of the Treasury. Mr. Adolf A. Derie, drop Assistant Secretary of State, Department of State, Mashington, D.C. inclosure conto HDW:TMK:rl 8/31/43 Regraded Unclassified 52428 TM or STATE @TLING AUTHORITY 25 Mail A Files DEPARTMENT OF STATE WASHINGTON In reply refer to August 21. 1043 NE My dear Mr. Secretary: It would be very much appreciated 1f the Treasury Department would endeavor to arrange with the British Government for the unblocking of the blocked sterling account of Mr. Charles B. McDaniel, Jr., in the amount of 109,000 pounds sterling, deposited in the National City Bank of New York in London. Mr. McDaniel 1s an American citizen, and the purpose for which he intends to use the funds 18 a matter of urgent interest and importance to this Government. The enterprise is related to the war effort and is supported by the War Production Board, the War Shipping Administration, the Navy Department and this Department. Briefly, for the information of the Treasury Department, the funds are to be utilized in the construction of a port and port works in Cabinda, Portuguese West Africa, to aid in the execu- tion of certain commodity contracts which Mr. McDaniel has entered into with this Government. There are other important implications of a political and strategic nature involved, however. It 1s hoped, therefore, that the Treasury Department will be disposed to make this request of the British Gov- ernment and that the British Government will be willing to unblock Mr. McDaniel's sterling. Sincerely yours, Adolf A. Berle, Jr. Assistant Secretary The Honorable Henry Morgenthau, Jr. Secretary of the Treasury. Regraded Unclassified 241 AUG 18 1973 My dear Mr. Secretary: Reference is made to your letter of August 16 in which it is requested that the Treasury Department take whatever steps are proper and necessary to accomplish the prompt release to Mr. Charles B. McDaniel, Jr. of some 109,000 pounds In "blocked" sterling on deposit to his account in London, in order that Mr. 1100 Daniel my proceed immediately with the construe- tion of & breakwater and other necessary port facilities at Malemba Bay, Cabinda, Portuguese Gust Africa. It is stated that this construction work is required to facilitate the shipment of mahogany and other stratagic anterials needed in the war effort. The Treasury Department will imaediately take this matter up with the British Treasury, and will keep you advised of developments. Very truly yours, (Signed) H. Morgenthau, Jr. decretary of the Treasury The Honorable The Secretary of the Havy. JEDUBois:ecr Bymeringer Strenger 5:06 8/16/43 File 20 w. Hampares Regraded Unclassified THE SECRETARY OF THE NAVY WASHINGTON Serial 0119112 CONFIDENTIAL 1 6 AUG 1943 My dear Mr. Secretary: In order that Mr. Charles B. McDaniel, Jr., an American citizen, may proceed immediately with the con- struction of & breakwater and other necessary port facili- ties at Malemba Bay, Cabinda, Portuguese West Africa, which construction work is required to facilitate the shipment of mahogany and other strategic materials needed in the war effort, it is requested that the Treasury Department take whatever steps are proper and necessary to accomplish the prompt release to Mr. McDaniel of some 109,000 pounds in "blocked" sterling on deposit to his account in London. Mr. McDaniel's Cabinda project has received the support of the Department of State, the War Shipping Administration and the War Production Board as well as the Navy Department, in the form of letters to the Office of Economic Warfare, where Mr. McDaniel has been nego- tiating for the past four months for a substantial loan of public funds for the project. The legal and political difficulties inherent in the proposed loan are such as to make it exceedingly difficult to give the lending agency the safeguards it requires, particularly since the opera- tions in Cabinda must be carried on through a Portuguese company in which high government officials of Portugal and the Portuguese Government itself are directly in- volved through ownership of minority shares. In view of this, the loan negotiations have been slow and difficult. Mr. McDaniel is now seeking to avoid these complications and further delay by commencing the project with his own funds, that is, the "blocked" sterling referred to above. Obviously, it would be to the advantage of this Government if Mr. McDaniel could carry forward this project with his own money instead of borrowing U. S. public funds. Regraded Unclassified Serial 0119112 Likewise, there would be less political risks if his en- terprise in Cabinda were a private undertaking rather than one subsidized by our Government. Thus it appears to be clearly to our national interests to effect the immediate release of Mr. McDaniel's "blocked" sterling account, and, accordingly, the active cooperation of the Treasury Department to this end is requested. The Export-Import Bank of Washington and the Department of State have official knowledge of this account. So far as known to the Navy Department no valid legal or moral claims have been made against Mr. McDaniel's account in London. Frankshnox Sincerely yours, FRANK KNOX The Honorable Henry Morgenthau, Jr., Secretary of the Treasury Department of the Treasury Washington, D. C. Regraded Unclassified From the desk of LEWIS L STRAUSS Dear Dr. White - These are the papers of which I spoke. after you hair read them will you give me a ring? Suicerer OFFICE OF THE CHIEF OF NAVAL OPERATIONS 13 August 1943 MEMORANDUM TO CAPTAIN L. L. STRAUSS, 201 "Blocked Currency" of Charles B. McDaniel Jr. 1, If the Treasury Department should want to make 8. check on the information contained in the memorandum on this subject submitted to ne by Mr. McDaniel's attorney, which I passed on to you, I suggest getting in touch with Mr. Warren Lee Pierson, President, Export-Import Bank of Washington, who has known Mr. McDaniel for some years and who has official knowledge of this "Blocked Ourrency" situation. Also, I suggest telephoning to Mr. Perry Jester of the Near East Division, Department of State, (State Department Extension 2288) who has complete file on this subject and who likewise is thoroughly informed about the State Department's attitude with respect to Mr. McDaniel's project for developing a new port in Cabinda, Portugese West Africa. 2. As Mr. Pierson and Mr. Jester will confirm, there is strong governmental support for this tel Ject from the State Department, Navy Department, WAT Shipping Administration and the Var Production Board. 3. If Mr. McDaniel's funds in England are released to him or an equivalent advance made to him against these funds as collateral he could and would set in motion immediately his Cabinda project. Without such an arrangement I doubt if he can undertake the project. Taul Poster CHARLES B. Mc DANIEL, JR. 1119 Barr Building, CABLES MODANIEL Washington, D. C. Captain Paul F. Foster, Bureau of Operations, Navy Department, Washington, D. C. Dear Captain Foster: Supplementing the memorandum forwarded to you under date of August 10th by our counsel, Sidney V. Smith, in regard to my blocked sterling account of 109,000 Pounds in the National City Bank of New York, London, I should like to bring the following to your attention:- Complete documentation covering this trans- action has been filed with the Near Eastern Division of the State Department and with the Export-Import Bank of Washington. On March 7, 1942, the Export-Import Bank agreed to extend us an advance of $300,000 against this account. However, in view of the objections registered b/ the Eritish as regards the transfer of this account to the blocked account of the Export-Import Bank, this advance was reduced to $65,000 against an assignment of my rights to this Sterling to the Export-Import Bank. For your information, I have discussed this matter personally with the Secretary of Commerce and the President of the Export- - 2 - Import Bank, who intervened with British authorities here to obtain the release of the Sterling but no action was taken for the reasons &S set out in Mr. Smith's memorandum to you. Both Ambassador Biddle and Ambassador l/inant intervened in this matter in London with the Polish Novernment but Ambassador Biddle was informed by the Polish Minister of Finance that they would be Clad to release us free Sterling or see us get this Sterling released but that they were not allowed to do so by the British Exchange Control. On the other hand, the Eritish Exchange Control advised the Export-Import Bank that they were unable to make this transfer or release this Sterling in view of the objections of the Polish Government. We have written records of these conflicting statements. From confidential Polish sources, however, we are informed that the British Treasury. were unwilling at the time to allow the Polish Government to utilize free Sterling for the purchase of Francs as the Sritish Government had certain Franc resources in France and were insisting that the trans- action we had be cancelled and Francs pur- chased from the British Treasury. I have likewise been given to understand by one of my British friends that Sir Eric Phillips intervened personally in this matter in London but that he was unable to obtain satisfactory settlement of our matter. - 3 - My claims against the Polish Government were represented by notes of the Polish State Railways, endorsed as to principal and interest by the Folish Treasury. The amount of these defaulted obligations represents several times the amount of the Sterling transaction which the British Treasury ind1- cate might, at some time, be contested by the Polish Government. Evidence of the fact that the Polish Govern- ment has defaulted on their obligations to me is contained in a letter on file with the Near Eastern Division of the State Department and signed by the former Director of Finance of Poland and likewise by a letter on file with the Foreign Exchange Control and signed by the former Minister of Finance of Poland. We have repeatedly insisted that the Polish Government arbitrate the differences, if any, in accordance with the terms of our agreement with the Ministry of Finance but our requests were refused on the grounds that any arbi- tration of the matter could only take place in London and would be subject to British Exchange control. The funds represented in this transaction were clearly set out and defined in our application to the Federal Reserve Bank (Foreign Exchange Control). None of the funds were derived directly or indirectly from any British source. - 4 - In view of the fact that the work which we are undertaking has been fully supported and endorsed by four agencies of this Government as being in the interest of our Defense effort as well as our post-war planning, it seems unfortunate that this work should be impeded by the "freezing" of our funds in London without moral or legal merit. Very everyday truly yours, js. Charles E. McDaniel, Jr. Regraded Unclassified 250 TREASURY DEPARTMENT OFFICE OF THE SECRETARY September 3, 1943 CONFIDENTIAL Received this date from the Federal Reserve Bank of New York, for the confidential information of the Secretary of the Treasury, compilation for the week ended August 25, 1943, showing dollar dis- bursements out of the British Empire and French accounts at the Federal Reserve Bank of New York and the means by which these expenditures were firanced. EMB Regraded Unclassified 251 FEDERAL RESERVE BANK OF NEW YORK September 2, 1943. CONFIDENTIAL Dear Mr. Secretary: Attention: Mr. H. D. White I am enclosing our compilation for the week ended August 25, 1943, showing dollar disbursements out of the British Empire and French accounts at this bank and the means by which these expenditures were financed. Faithfully yours, /s/ L. W. Knoke, L. W. Knoke, Vice President. The Honorable Henry Morgenthau, Jr., Secretary of the Treasury, Washington, D.C. Enclosures COPY Regraded Unclassified OF BRITISH AND FREECH ACCOUNTS (In Millions of dollars) Week Ended August 25, 1943 Confidential BANK OF ENGLAND (BRITISH GOVERNMENT) BANK OF FRANCE PERIOD DEBITS CREDITS Gov't Transfers to Proceeds of Transfers Net Incr.(+) Net Incr. (+) Expendi- Official Sales of from Offi- Other or Decr. (-) Total Total tures Canadian Other Total Securities cial Aus- Total or Decr. (-) (a) Account Gold (Official) tralian Credits in $ Funds Debits Credits in $ Funds Debits Debits Credits (b) Account (c) (d) (e) (e) (d) First year of war (g) 1,793.2 605,6 20.9 1,166.7 1,828.2 1,356.1 52.0 3.9 416.2 + 35.0 866.3(f) 1,095,3(f) +299.0 period through 1940 2,782.3 1,425.6 20.9 1,335.8 2,793.1 2,109.5 108.0 14.5 561.1 + 10.8 878.3 1,098.4 +220.1 year of war G 2,203.0 1,792.2 3.4 407.4 2,189,8 1,193.7 274.0 16.7 705.4 - 13.2 38.9 8.8 - 30,1 of (1) 1,235.6 9048 7.7 223.1 1,361,5 21,8 5.5 57.4 1,276.8 + 125.9 18.5 4.4 - 14.1 Sept. 30 56.1 37.1 - 19.0 81.6 - 0.5 20.5 60.6 + 25.5 10.1 0.4 - 9.7 1- Oct. 28 46.7 27.4 - 19.3 57.5 . - 12.0 45.5 + 10.8 - 0.3 + 0.3 Oct, 29 - Dec. 2 96.6 35,5 - 61.1 83.7 - - 5.5 78.2 - 12.9 0.2 0.3 + 0.1 - Dec. 30 30.4 13,3 - 17.1 51.9 - - 8.0 43.9 + 21.5 - - - Feb. 3 166.6 20,9 125.0 22.7 58,9 - - 8,0 50.9 - 109.7 - - - - AT. 3 87.2 17.8 37.7 31.7 120,8 - - 15.0 105.8 + 33.6 - - - A - Mar. 31 35.3 12.9 - 22.4 66.6 - - 5.0 59.4 + 29.1 I - il 1 - Apr. 28 37.0 16,3 - 20.7 87.4 - - 15.1 72.3 + 50.4 I - - 29 - June 2 90.4 74.3 - 16,1 103.4 - - 19.0 84.4 + 13.0 - - I 3 - June 30 31.6 11,6 - 20,0 130.7 - - 20.0 110,7 + 99.1 - - - 1- July 28 33.0 18.2 - 14.8 100.5 # - 16,0 84.5 + 67.5 - - - ENDED: August 4 B.5 5.1 - 3.4 14.0 - - 1,0 13.0 + 5.5 - - - If 11 11,0 6.9 - 4.1 34.1 - - 10.0 24.1 +23.1 - - - - 18 19.6 6.1 7.5 4.0 12.9 - - - 12.9 - 6.7 - - - - 25 4.6 1,9 - 2.7 64.9(1) - - - 64.9(j) +60.3 - - - Average the Expenditures Since Outbreak of War See attached sheet for footnotes. France (through June 19, 1940) $19.6 million England (through June 19, 1940) $27.6 million England (June 20, 1940 to March 12, 1941) $54.9 million England (since March 12, 1941) $21.4 million Regraded Unclassified ANALYSIS OF CANADIAN AND AUSTRALIAN ACCOUNTS (In Millions or Dollars) Week Ended August DI 1943 Confidential BANK OF CANADA (and Canadian Government) COMMONWEALTH BANK OF A ESTRALIA (and Australian Government) DEBITS CREDITS DEBITS CREDITS Transfers Transfers from Official Transfers 3 Proceeds British A/C Net Incr, to Proceeds Net Incr. Official of (+) or Official of (+) or Total British Others Total Gold For Own For French Other Decr.(-) Total British Other Total Gold PERIOD Other Dec. (-) Debits A/C Debita Credits Sales A/C A/C Credits in$Punds (d) Debits A/C Debits Credits Sales Creditain $ Runds(d First year of war (O) 323.0 16.6 306.4 504.7 412.7 20,9 38.7 32.4 + 181.7 31.2 3.9 27.3 36.1 30.0 6,1 + 4.9 war period through December, 1940 477.2 16,6 460.6 707.4 534.8 20.9 110.7 41.0 + 230.2 57.9 14.5 43.4 62.4 50.1 12,3 + 4.5 Second year of war(b) 460.4 - 460.4 462.0 246.2 3.4 123.9 88.5 + 1,6 72.2 16,7 55.5 81,2 62.9 18.3 + 9.0 Third year of ver (c) 525,8 0.3 525.5 566.3 198.6 7.7 - 360.0 + 40.5 107.2 57.4 49.8 112.2 17.2 95,0 - 5.0 1942 Sept. - Sept. 30 46.3 - 46.3 53.6 13,2 - 4 40.4 . 7.3 28.0 20.5 7.5 18.1 - 18,1 - 9,9 Oct, 1- Oct, 26 44.9 - 44.9 51.5 16,6 - - 34.9 + 6.6 14.3 12.0 2.3 14.6 - 14.6 + 0.3 Oct. 29 - Dec. 2 56.5 - 56.5 80.8 14.4 - - 66.4 + 24.3 10.2 5.5 4.7 9.4 - 9.4 - 0,8 Dec. 3- Dec. 30 48.2 - 48.2 43.9 2.9 - - 41.0 - 4.3 14.1 8.0 6.1 11.7 - 11.7 - 2.4 1963 Dec. 31- Feb. 3 52.5 - 52.5 217.1 - 125.0 - 92.1 + 164,6 16,2 8,0 8,2 17.3 - 17.3 + 1.1 Feb. 4- Mar. 3 35.1 - 35.1 101,2 - 37.7 - 63.5 + 66.1 15.9 15.0 0,9 16,0 - 16,0 * 0.1 Mar. 4- Mar, 31 36,2 - 36,2 51.6 - - - 51.6 + 15.4 7.1 5,0 2,1 6.7 - 6.7 - 2.4 for. 1- Apr. 28 29,0 - 29.0 39.6 - - - 39.6 + 10.6 16.4 15.1 6.3 19.3 - 19.3 + 2.9 Apr. 29 - June 2 79.9 - 79.9 95.8 - - - 95.8 + 15.9 21.8 19.0 2.8 20.1 1 20.1 - 1.7 dure 3- 3 June 30 53.8 - 53.8 77.2 - - - 77.2 + 23.4 20,0 20.0 - 27.3 - 27.3 + 7.3 1 - July 28 102.1 102,1 61.8 . - - - 61.8 - 40.3 19.2 16.0 3,2 12.5 1 12,5 - 6.7 ENTED: August 4. 6.1 - 6.1 15.9 - - - 15.9 +9.8 2.3 1.0 1.3 10.5 # 10.5 +8.2 . 11 5.6 5.6 15.6 - - - - 15.6 +10.0 10,3 10,0 0.3 0,4 - 0,4 -9,9 . 18 113.1 - - - 113.1 14.5 7-5 7.0 -98.6 0.2 - 0,2 0.3 - 0.3 + 0,1 - 25 2.2(a) - 2.2 18.6(e) - - - 18.6(r) +16.4 0.1 - 0_1 3-6(5) - 3.6(g)+ 3,5 Bookly Expenditures First year of var 6.2 million. (a) For monthly breakdown see tabulations. prior to April 23, 1941. Second year of war 8.9 million. (b) For monthly breakdown see tabulations prior to October 8, 1941, Third year of RI 10.1 million. (c) Rx monthly breakdown, seq tabulations prior to October 14, 1942, Fourth year of war (through August 25, 1943) 9.6 million. (d) Reflects changes in all dollar holdings payable on demand or sisturing in one year. (=) Date not reflect transactions in short term U. S. securities, (f) Includes $ 9.4 million deposited by Mar Supplies, Ltd. and $9.0 million received from N.Y. accounts of Canadian Chartered Banks, (g) Includes $3.0 million for account of Treasurer of U.S. to be applied against U.S. currency and Treasury checke negotiated. Regraded Unclassified (a) Includes payments for account of British Ministry of Supply Mission, British Supply Board, Ministry of Supply Timber Control, and Ministry of Shipping. (b) Estimated figures based on transfers from the New York Agency of the Bank of Montreal, which apparently represent the proceeds of official British sales of American securities, including those effected through direct negotiation. In addition to the official selling, substantial liquidation of securities for private British account occurred, particularly during the early months of the war, although the receipt of the proceeds at this Bank cannot be identified with any accuracy. According to data supplied by the British Treasury and released by Secretary Mergenthau, total official and private British liquidation of our securities through December, 1940 amounted to $334 million. (c) Includes about $85 million received during October, 1939 from the accounts of British authorized banks with New York banks, presumably reflecting the requisitioning of private dollar balances. Other large transfers from such accounts since October, 1939 apparently represent current acquisitions of proceeds of exports from the sterling area and other accruing dollar receipts. (d) Reflects net change in all dollar holdings payable on demand or maturing in one year. (e) For breakdown by types of debits and credits see tabulations prior to March 10, 1943. (f) Adjusted to eliminate the effect of $20 million paid out on June 26, 1940 and returned the following day. (g) For monthly breakdown see tabulations prior to April 23, 1941. (b) For monthly breakdown see tabulations prior to October 8, 1941. (1) For monthly breakdown see tabulations prior to October 14, 1942. (j) Includes: 854.0 million to be held for the credit of the U. 3. areed .orces aoroad (253.0 million of this mount was for the U.S. Army and $1.0 million for the U. 3. Navy) 16.5 million apparently representing current and accumulated dollar proceeds of sterling area services and merchandise exports. $2.5 million transferred from Reserve Bank of Now Zealand acount at this bank. Regraded Unclassified 255 NOT TO BE RE-TRANSMITTED COPY NO. 13 BRITISH MOST SECRET U.S. SECRET OPTEL NO. 290 Information received up to 10 a.m., 3rd September, 1943. 1. MILITARY ITALY. Early this morning troops of 5th U.K. and 1st Canadian divisions with some armour landed near REGGIO from CATANIA. Regraded Unclassified 256 SECRETARY OFFICE OF TREASURY 1943 SEP 4 AM ft 50 NOT TO BE RE-TRANSMITTED COPY NO. 13 BRITISH TREASURY DEPARTMENT U.S. SECRET OPTEL NO. 291 Information received up to 10 a.m., 3rd September, 1943. 1. NAVAL 2nd. One of H.M. Anti-submarine Trawlers escorting 2 ships from LISBON to GIBRALTAR shot down 1 out of 3 F.W. 200 which attacked off CAPE ST. VINCENT. One of H.M. Submarines has torpedoed a stranded Italian Destroyer which was being salvaged at ALICE POINT in GULF OF TARANTO, the stern of the Destroyer sank. 2. AIR OPERATIONS WESTERN FRONT. 2nd. 104 escorted medium bombers attacked an an- munition dump in the FORET DE HESDIN. Fortresses dropped 88 tons on two airfields and escorted Marauders dropped 37 tons on MAZINGARBE Power Station. 10 escorted Bostons made an effective low-level attack on SERQUEUX railway centro. Hurricanes destroyed 4 lock gates at HANSWEERT east of FLUSHING. From all operations 5 Fighters, 3 Hurricanes, 1 Marauder and 1 Boston are missing. Enemy casualties: 4. 1. O. 2nd/3rd. Aircraft despatched: Ammunition dump FORET DE MORMAL, near VALENCIENNES - 41, Sea-mining - 89 (1 missing), COLOGNE and DUISBURG - 8, Intruders - 13. Many large explosions were seen in the FORET DE MORNAL. ITALY. 31st. A total of 216 escorted medium and light bombers attacked 4 railway centres on the foot of ITALY. 31st/lst. Wellingtons dropped 77 tons on railway yards at SALERNO, 1 Wellington missing. SARDINIA. lat. 58 Fighter bombers effectively attacked a zinc works nea I CAGLIARI. Regraded Unclassified