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ject File FDR Finances 1942 Box 181 Box 181 fing MERCHANTS NATIONAL BANK AND TRUST COMPANY ORGANIZED IN 1845 POUGHKEEPSIE. NEW YORK January 2, 1942 Honorable Franklin D. Roosevelt The White House Washington, D. C. My dear Mr. President: We were so pleased this morning to receive your letter of the 30th enclosing check for $2000. We have used this check to re-open your old account with us. Perhaps you had overlooked it, but you have had $100 on deposit with us for many years, having left that sum at the time you closed your active connection. We have always felt that you left that balance through sentiment; that you did not wish to entirely terminate the connection which had existed between your family and this bank for a great many years. We have maintained the account believing and hoping someday you would take the action you are now taking. That is why it is particularly gratifying to us. Making new friends is nice, welcoming back old ones is nicer. We have credited the $2000 to your old account, making a balance of 2100. Although we have an old signature, perhaps it would be best to have new ones. Cards for these are enclosed, together with a new pass book. We are forwarding a check book under separate cover. We take this opportunity to extend to you our very best wishes and to pledge our loyal support of your handling of our common difficult task. We have the honor to remain, Yours faithfully, D. Spraitted v. P. and Cashier DSB/a 3 Enclosures THE WHITE HOUSE WASHINGTON me Presedent The bank only shows Q2 T. of & 2, ooo although the has letter skys been added this amount to he $ 100. Shouldn't it show in the deposit book? G. Income Tax- $ 1,862. Dac n HENRY T. HACKETT P.F. ATTORNEY & COUNSELLOR AT LAW 226 UNION STREET POUGHKEEPSIE, NEW YORK Jan. 5, 1942. Hon. Franklin D. Roosevelt The White House Washington, D. C. Dear Franklin: I am enclosing herewith a statement showing the rents received and payments made for you by my brother during the year 1941, showing a cash balance of $525.13. With kindest regards, I am Sincerely yours, Huny y Hu client 1941 STATEMENT OF RENT RECEIVED AND PAYMENTS MADE BY JOHN M. HACKETT FOR FRANKLIN D. ROOSEVELT DURING THE YEAR 1941. Received Balance on Jan. 1, 1941 $ 327.50 Arnold Berge Feb. 19 - two months, Dec. 1940 and Jan. 1941 $ 56.00 May 9 - three months, Feb., March and April 84.00 July 22 - Three months, May, June and July 84.00 Nov. 13 - Three months, August, Sept. and October 84.00 308.00 Peter C. Rohan Jan. 7 - Dec. 1940 installment $ 250.00 July 7 - June 1941 11 250.00 500.00 Moses Smith Jan. 14 - On account - cash and checks $ 279.00 279.00 By receipted bills $ 21.01 Mrs. Johannessen March 5 - Cash $ 12.50 Receipted bill for repairs to furnace 37.52 Kalamazoo range purchased by Mrs. Johannessen and paid for by her 54.00 May 19 - Rent for March, April & May - cash 71.00 ($4. was credited on the above range) July 17 - June and July 50.00 Sept. 12 - August and Sept. 50.00 Oct. 7 - October 25.00 Nov. 29 - November 25.00 Dec. 8 - December 25.00 258.50 F. D. Roosevelt Feb. 20 - Advancement $ 1,000.00 Sept.30 - = 500.00 1,500.00 Cash $ 3,173.00 By receipted bills $ 112.53 112.53 $ 3,285.53 1941 payments Payments Feb. 20 - General taxes $ 1,546.07 Apr. 22 - W. W. Luckey, liability ins. on Dumphy and Hughson farms 71.05 July 10 - Anna B. Edgar, Collector, fire taxes on vacant land 8.00 " 16 - Vail & Sutton, ins. on Bennett farm 110.90 Oct. 2 - Harlow C. Cookingham school taxes, viz: Farm $ 223.25 If & roadstand 51.16 Land 12.40 Farm 93.02 Land 14.73 B. & farm 124.03 R. of Way 13.95 H. & L. 69.76 If If 15.50 Farm 155.04 H. & L. 133.33 B. & L. 3.10 909.27 Oct. 10 - - Harry Franz, Collector, school taxes on Pleasant Valley wood lot 2.58 $ 2,647.87 Received in cash $3,173.00 Payments 2,647.87 Cash balance Dec. 31, 1941.....$ 525.13 1941 Income from Summary thigue Book Meriwath * Loan $10 . 10 Ragaltin Rayaltin un Books Pub.Pupers $ 5.75 6.93 Lasting forward & 17.18 3.37 Rent. Vatkill Cottap 90.00 is 90.00 VItan. Vilablat. 1.00 1.00 140260 = $6.00 Ineview from for year 1941 1862.63 Loss on 1941 Farms Warm springs 486.02 H.P. Linka 2,026.59 Heat 205.18 Tite 356.56 18.70 Pump Repumm 272.00 Home Repair 37.65 " " 28.99 Insurance 43.94 "W.H 22.50 3012.09 3012.09 Linbition other Ins. in Bark Farms 181.95 SDR House w. Sping 3250 S.H Rueswelt Houses # 72.29 Tortne Posts 4,284.88 Rant. Varon Jonings 21625 " HaEKill 90. 11 Berge 308 " Rowan 500 11 m Sigh 300. " 350.02 176427 7764.27 Not loss 2520.61 1941 Royaltins as another Ded Public Papers 12.68 Looking Loward 20.55 Niw Public Pupers # 25,683.23 Less Themas 450.00 N,T 25,233.23 1941 H.T. Harkitt a/c Resiund Rent. A. Beage 308, NP. Raman 500. In Smith 300. MRIS Johnson 350.02 N. Bask go. $ 1548.02 Taxes Back Fame Seneral 1546.07 & Schaml X 909.27 2463.34 Taxes H 2.58 Insurance Liability Demphy n Hughson 71.05 Bennal SL 110.90 181.95 LIGHT D.B.D.C. Warm Springs a/c 194 Harris Co $379.97 laxes 1941 243.51 1440 Taxis (Pind Mar 25'41 Tatal $623.48 Not loss an Farms $ 986.02 GEORGIA WARM SPRINGS FOUNDATION 3253 4128488 120 BROADWAY PRESIDENT FRANKLIN D. ROOSEVELT NEW YORK TREASURER BASIL O'CONNOR February 26, 1942. The President, The White House, Washington, D. C. My dear Mr. President: Enclosed please find statements of your accounts at Warm Springs for the year 1941. 1. Personal Account - Little White House and Mrs. James Roosevelt Cottage 2. Foundation Farm Account to May 31, 1941. 3. Pine Mountain Valley Farm Account to May 31, 1941. Please note that you had a rental income from the Mrs. James Roosevelt Cottage of $216.25 and expenses of $32.53 made up of the items ticked off on statement. You will note that you have been charged with 5/12ths of the farm taxes and 5/12ths of the loss for the year. This is because the Foundation took over the operation of the farm as of June 1, 1941, and it seemed more equitable to charge you on an apportioned basis than simply the first five months as that would have included the planting but no revenue therefrom. Regarding taxes - the amounts shown on personal state- ment are 1940 taxes paid in 1941. The taxes for 1941 not yet paid are as follows: Farm taxes - Meriwether County $279.59 Harris County 90.19 Total $369.78 5/12ths chargeable to your Account $154.08 Little White House taxes 89.43 Total 1941 taxes $243.51 The Foundation Farm Account shows a beginning balance also a payment to Pine Mountain Valley of $1,349.18 covering their 1940 account which was reported to you last year. Your net loss on farm operations for 1941 exclusive of taxes is as follows: Foundation account Pine Mountain Valley account 3 $986.02 Faithfully yours, Baril d'loworm Enc. no./ GEORGIA WARM SPRINGS FOUNDATION WARM SPRINGS, georgia BILLS PAYABLE WEEKLY DATE January 1, 19 42 , ACCOUNT OF STATEMENT TO Self Hon. Franklin D. Roosevelt Itemized statement for The White House year ending December 31, Washington, D. C. 1941. IN REMITTING, PLEASE TEAR OFF AND ATTACH TO YOUR CHECK AMOUNT REMITTED $ GEORGIA WARM SPRINGS FOUNDATION YOUR MEMO. DATE PAID 19 CHECK No AMT. OF CHECK $ DATE DESCRIPTION CHARGES CREDITS BALANCE 1941 BALANCE BROUGHT FORWARD 2,044.10 Jan 31 To B. I. Gilbert, Clerk Meriwether Superior Court for copies of deeds from T. H. & Minnie L. Street - Mrs. Leola C. Parker 3.00 To Roy Butts, Clerk Harris Co Superior Court for certified copy of deed from W. L. Cooke 2.00 Electric Service 1.00 Feb 28 Electric service 1.00 Mar 11 Turn on water and lights .10 20 Brace shop 2.75 25 Meriwether County Taxes (1940) 379.97 31 Electric service 1.00 Turning on water and lights and checking hot water heater 1.87 Check doors and screens 2.27 For painting guest cottage at Little White House 52.74 Express 4.80 Apr24 Coal - Mr. Morris 8.00 X Rent commission 5.25 Cottage rent 105.00 30 Fire Insurance 30.76 Telephone rental 18.75 Electric service 1.31 RED FIGURES IN BALANCE COLUMN INDICATE CREDIT BALANCE. (Cont'd) OUR ACCOUNTS CLOSE AS OF THURSDAY NOON. ALL ITEMS AFTER THAT DATE WILL APPEAR ON STATEMENTS OF FOLLOWING WEEK. GEORGIA WARM SPRINGS FOUNDATION WARM SPRINGS, GEORGIA BILLS PAYABLE WEEKLY DATE January 1, 1942 ACCOUNT OF STATEMENT TO Self (Cont'd) Itemized statement for Hon. Franklin D. Roosevelt year ending December 31, 1941. IN REMITTING, PLEASE TEAR OFF AND ATTACH TO YOUR CHECK AMOUNT REMITTED $ GEORGIA WARM SPRINGS FOUNDATION YOUR MEMO. DATE PAID 19 CHECK No AMT. OF CHECK $ DATE DESCRIPTION CHARGES CREDITS BALANCE 1941 BALANCE BROUGHT FORWARD May 15 Cash 44.65 20 Wheel Chair 35.00 31 Electric service 1.00 Jun 24 Plumbing repairs .70 30 1 Ton coal 2.00 X Wood .50 X Maint, dept .75 X Electric service 1.00 Jul 14 Repair J, Roosevelt cottage 2.19 X 21 Rent commission 5.25 X Cottage rent 105.00 28 Harris County Taxes (1940) 90.19 Maint dept .80 X, Maint dept 1.33 X 31 Telephone rental 3.15 Installation - telephone 2.00 Electric service 3.29 Insurance - Haas & Dodd 25.13 Window shades - Guest cottage 4.50 Aug 31 Electric service 1.18 Sep 30 Electric service 1.00 Oct 31 Electric service 1.00 Nov 25 Campbell Goal 60. for cleaning furnace 15.40 30 Electric service 1.00 Groceries 31.45 RED FIGURES IN BALANCE COLUMN INDICATE CREDIT BALANCE. (Cont'd) OUR ACCOUNTS CLOSE AS OF THURSDAY NOON. ALL ITEMS AFTER THAT DATE WILL APPEAR ON STATEMENTS OF FOLLOWING WEEK. GEORGIA WARM SPRINGS FOUNDATION WARM SPRINGS, GEORGIA BILLS PAYABLE WEEKLY DATE January 1, 19 42 . ACCOUNT OF STATEMENT TO Self (Cont'd) __] Itemized statement for Hon. Franklin D. Roosevelt year ending December 31, 1941. IN REMITTING, PLEASE TEAR OFF AND ATTACH TO YOUR CHECK AMOUNT REMITTED $ GEORGIA WARM SPRINGS FOUNDATION YOUR MEMO, DATE PAID 19 CHECK No AMT. OF CHECK $ DATE DESCRIPTION CHARGES CREDITS BALANCE 1941 BALANCE BROUGHT FORWARD Dec 4 Groceries 4.70 Groceries 1.71 30 Rental on cottage 6.25 2,523.17 210 RED FIGURES IN BALANCE COLUMN INDICATE CREDIT BALANCE. OUR ACCOUNTS CLOSE AS OF THURSDAY NOON. ALL ITEMS AFTER THAT DATE WILL APPEAR ON STATEMENTS OF FOLLOWING WEEK. no.2 GEORGIA WARM SPRINGS FOUNDATION ROOSEVELT FARM ACCOUNT JANUARY 1, 1941, THRU MAY 31, 1941 Date Description Charges Credits Total January 1 Balance brought forward (September 30, 1937, thru December 31, 1940) $2,495.74 22 Payment to 0. A. Riehle for clearing firebreaks $ 51.00 Payment to W. R. Durham for labor to repair tenant cottage 22.50 Roofing for cottage (Daniel Lumber Co.) 5.76 28 Electric service Dec 5 - Jan 6 5.59 31 Gasoline used in clearing firebreaks 2.80 Hardware and brick for cottage repair 3.12 Roofing - 16 Squares If " If 78.45 Steel cable for sawmill - 92' - 3/8" 8.74 Labor and material from Maintenance Department for repairs to pump and cottage 26.89 February 26 Electric service Jan 6 - Feb 5 4.75 169 - Bushels corn @ 75¢ bushel 126.75 2 - Files from Brace Shop .40 28 Rental on sawmill $100.00 40# - Nails, and labor Maintenance Department 3.53 March 11 Repairs to Hammer mill 30.32 31 Labor and material from Maintenance Depart- ment for water pump repair 34.65 Welding pump - Brace Shop 1.00 April 17 Window panes for cottage at farm 6.97 29 Material for farm from Maintenance Department 6.11 May 12 Electric service Feb 6 - April 4 9.03 15 Building material - Maintenance Department 1.60 16 Lumber purchased by W. R. Durham 1.50 Electric service April 5 - May 4 5.57 Rental on sawmill 50.00 31 Payment to Georgia Power Company for installa- tion of cylinder in pump at farm 17.00 Payment to Georgia Pine Mountain Valley Rural Community Corporation of Roosevelt Farm account for 1940 1,349.18 $4,298.95 $150.00 $4,148.95 134918 2495.74 304.03 no. 3 GEORGIA PINE MOUNTAIN VALLEY RURAL COMMUNITY CORPORATION Pine Mountain Valley, Georgia Roosevelt Farm, Roy Durham, Manager Statement of your account for months of January thru May, 1941 Date Items Charges Credits Balance 1/ 8 Cash - labor $ 20.00 1/13 Lines, plows, bolts 4.35 1/22 Lines .75 1/17 Cash - labor 20.00 1/27 Shorts and oats 7.75 1/24 Corn from J. S. Jesup 90.00 2/1 Cash - labor 20.00 2/8 Plows 13.94 2/11-18 Plows 8.56 2/12 3 - Rolls roofing 5.85 3/1 Salt .55 3/15 Cash - labor 62.75 If Feed, oats and shorts, $540; plows, $2.52 7.92 If Staples and paints 2.42 3/ 4 Hamon stock, $5.75; 7 SX. soda, $25.20 30.95 3/3 8 Sx. soda 28.80 3/29 Cash - labor 42.50 3/11 10 Sx. hulls 7.00 3/29 Lespedeza 30.00 3/3 By difference in loan and sale of cotton $ 19.33 4/11 Cash - labor 45.00 4/14 Overalls & shirt, $2.28; watermelon seed, 55¢ 2.83 4/18 Merchandise to Roy Durham 8.69 3/28 4 Rolls B. wire 15.00 3/29 Irish Potatoes, $3.00; cotton seed, $14.08; 4/14-18 soy beans and velvet beans, $20.80; plows, $12.26 50.14 4/ 2-18 Plows, bolts, washers, etc. 9.77 4/15-26 130 Sx. fertilizer 312.20 4/7 Check #10196 to R. C. Dale for hay 86.70 4/18 By 29 empty sacks .87 4/26 Cash - labor, $25.00; subsistence, $20.00; seed, $3.00; tractor fuel, $14.00 62.00 4/25 10,370# Hay, check #7220 62.22 5/10 Cash - labor 50.00 4/30 Peanut hay 62.22 4/24-5/10 Farm supplies, $19.15; soy beans, $1.24 20.39 4/26-5/16 Lines, fenders, fork handles, $2.25; 3- SX. soda, $10.20 12.45 4/26 By 4 bushels cotton seed 2.70 4/15-5/14 Jack ervice, $5.00; mule shoes, $2.00 7.00 5/9-10 12½ Sx. fertilizer 30.00 5/24 Cash - wages, labor 45.00 5/28 1,350 Grape vines 202.50 5/31 Mule shoes 2.50 5/24-30 Plows, arsenate, lines 15.48 5/31 Sudan grass 8.50 5/28 30 Sx. soda 102.00 5/31 Cash - labor, $50.00; salt, $2.00 52.00 $1,668.68 $ 22.90 $1,645.78 4-41 THE WHITE HOUSE WASHINGTON December 28, 1941. PERSONAL FINANCIAL - 1941 1. Gave check for $10,000 as a gift to Georgia Warm Springs Foundation, December 27, 1941. 2. Gave the Sara Delano Roosevelt cottage to Georgia Warm Springs Foundation as a gift of the value of $3,000. 3. Therefore, deduct $13,000 from my income tax return in March, 1942. 4. December 29, 1941, sold the following to Georgia Warm Springs Foundation: (a) Cattle and all farm equipment $1,550.58 (b) 144 acres in land lot No. 51 and land lot No. 78 (w. L. Cooke property) and 196 acres in land lot No. 52 (w. L. Moore property) 1,600.00 (c) 2021 acres in land log No. 110 4,900.00 (d) 207.9 acres in land lot No. 86 and and 184.95 acres in land lot No. 107, and 80.6 acres in land lot No. 106 (total 473.45 acres) 1,657.08 5. Georgia Warm Springs Foundation is buying these properties from me for $9707.66, and will also pay me for the land deeded to them early in 1941, to a total value of $11,269.23, making a total due me of $20,976.89. 1941 D.B. DC. Warm Hring a/c 4440 Merinathan lo Loss an Farms 986.02 January 29, 1942 Memorandum re President's Income Tax Returns Miss Shelia Linaka reported to me that from the date of death, September 25, 1941, to December 31, 1941, the income from the at Hyde Park was as follows: Proj. #1 Nov. 3 to Dec. 31 Monthly rental $16.50 $33.00 Proj. #2 Sept. 25 to Dec. 31 Monthly rental $16.50 49.50 Proj. #3 Yearly lease-rent paid in advance to Mr. G. H. Roosevelt Proj. #4 Sept. 25 to Nov. 5 Monthly rental $15.00 30.00 Proj. #5 Sept. 25 to Dec. 31 Monthly rental $24.00 72.00 Proj. #6 & #7 vacant Proj. #8 Sept. 25 to Dec. 31 Rental $30.00 90.00 TOTAL INCOME - $274.50 Sheet #2 Expenditures during this period were as follows: Philgas payment - period 9/7 to 10/7 to 11/1/41 - - $43.45 Electric II If 9/28 to 11/28 - - 18.84 Maintenance - Meter installed (electric) - - 10.00 TOTAL EXPENDITURES - $72.29 Total Income $274.50 Total Expense 72.29 Income after expenses -$202.21 The expenses set out above would appear to be operating expenses and as such deductible from Income Tax. Also deductible would be Depreciation for the period September 25, 1941, to the end of the year. HSH Taxes Dutches Washington Hollow, 117.27 Dranply Insurance " 12.58 Insurance Int un mtg. 37.50 -37.58-112.50 Luckey Boell hish T. about 15203 OCT3 (117.27 152.03 Oct'll ? Taxn Ny.lig 249.30 4549E65 2071.10 Water 2012.80 180. Tax Campo 426 426390 3 90 Jicky 22 55.28 Aug " 26 " 8255 26. 163.83 N.Y. state knewns Tax in Full 4,289.28 4.5. Ineoni 4256.68 42 425688 425670 1941 Insurance - H.P. my car 43.94 Cultiance Phone Rug House 28.99 H.P. Farm 1941 Wood Goat. Paid Linka I am. 281.83 7th 324.32 mar. 267.90 lifer." 260.25 may 242.01 Junes 339 06 July 308.31 aug 88.71-72.04 Soft 166.45 Oct 8859 Nov 139.68 Dic 123. 2630.11 72.04 2702.15 Not business 25%= 67553 -2026.59 Trass: 160.00 Tare Service 196.56 356.56 Philgas 10.20 - 4.93-10.44 - 10.85-4.77-7365-9231 205.18 anto Repairs 4:40 - 800 - 6.30 Mores Smith will ITC 333.25 - 272.00 18.70 advisorance -Bergs Referrs 34.95 272 are Berge Name piper 2.70 3 37'65 F 7069 No. 2587 CITY BANK FARMERS TRUST COMPANY NOTICE 1 22 WILLIAM STREET. NEW YORK, N. Y. DATE JAN 12'42 ALL CALLED THE SECURITIES DESCRIBED HEREIN. HELD FOR THE ACCOUNT SPECIFIED ON 2/2/42 AT 104 AND ACCRUED INTEREST. UNLESS INSTRUCTED BY YOU TO THE CONTRARY WE SHALL ENTER THESE SECURITIES FOR COLLECTION AND ADVISE YOU WHEN COLLECTION has BEEN COMPLETED. CASH ACCOUNT NATIONAL CITY BANK CITY BANK FARMERS BRANCH TO BE CREDITED A/C FRANKLIN DELANO ROOSEVELT TO BE DELIVERED FROM THE C 709 SECURITY FRANKLIN DELANO ROOSEVELT ACCOUNT OF 110664 4000 00 WESTERN PUBLIC SERVICE SECURITY 1ST & REF A 5 1/2 DUE 2/1/60 F1A PRINCIPAL AMOUNT PRICE BONDHOLDERS MAY, AT THEIR ELECTION, SURRENDER 4160 00 BONDS AT ANY TIME AFTER JAN 12'42 AND RECEIVE PAYMENT IN FULL. IF YOU WISH TO ACCEPT PREPAY- MENT OFFER PLEASE INSTRUCT US. HON FRANKLIN DELANO ROOSEVELT ADVICE TO THE WHITE HOUSE CITY BANK FARMERS TRUST COMPANY WASHI WASHINGTON NGTON D C J. arBain Telephone: MUrray Hill 2-8775 Cable Address:Byanbye GEORGE T. BYE AND COMPANY 535 FIFTH AVENUE Phomaly file (gnernyl Financial for crme 1941 New York January 16, 1942 Dear Mr. President: This is that annual reminder that March 15 is coming around. and report to you of payments we made to you during 1941 as your agent. We make this report gratefully. The amount was $54,000.00 Jack Jasper Yours very Spook Job truly Hon. Franklin D. Roosevelt The White House Washington, D. C. THE WHITE HOUSE washington P.F. January 19, 1942 GRACE: I want to have the check book when I enter this. Not to send until I get the check book to do it with. F.D.R. O'CONNOR & FARBER BASIL O'CONNOR JOHN C. FARBER COUNSELORS AT LAW ARNOLD T. KOCH 120 BROADWAY KENNETH L. HOFFMAN HENRY K. URION NEW YORK WILLIAM F. SNYDER MAURICE MOUND EARLE R. KOONS STEPHEN V. RYAN, JR. January 8, 1942 Mr. President, The White House, Washington, D. C. HbT My dear Mr. President: Enclosed herewith is a check for $1,862.63 representing the income received by your Trust during the year 1941. I assume you will wish to endorse and return this check to me for deposit in the Trust. This amount should be entered on line "9" of your personal Federal income tax return and my name and address entered in Schedule I. The same amount should be entered on line "24(a) of your personal New York State income tax return furnishing my name and address as the Fiduciary. Faithfully yours, Baril Enc. P7 (70 inameted iname January 21, 1942. Dear Henry:- Have you enough money to pay these, and how do these assessments check up with last year's? Could you give me a comparison? I see no reason for paying the tax on the "right of Ways on the north end of the Dunphy place because that is merely a farm road now and is in no sense a "right of way" which vests in any other person. Always sincerely, Henry T. Hackett, Esq., 226 Union Street, Poughkeepsie, New York. Enclosures - Tax bills for the President's various properties in the Town of Hyde Park. FREDERIC A. DELANO 220 STATE DEP'T BUILDING WASHINGTON. D. c. I 570 LEXINGTON AVENUE NEW YORK CITY Washington, D.C. January 21, 1942. Miss Grace Tully Secretary to the President The White House Washington, D. C. My dear Miss Tully: Enclosed herewith is a brief note to the President, to which is attached an explanation of the accounts rendered in the case of his Mother's estate. Will you kindly pass this on to him? Sincerely yours, Encls. FREDERIC A. DELANO 220 STATE DEP'T BUILDING WASHINGTON, D.C. - 570 LEXINGTON AVENUE NEW YORK CITY Washington, D. C. January 21, 1942. My dear F.D.R., Mr. Hackett wrote me some weeks ago asking for an explanation of some slight discrepancies in your Mother's accounts running over a period of twenty years, amounting in total to $268.17. I asked Mr. Miller of the New York Office, to explain these discrepancies directly to Mr. Hackett, and he sent me one copy of the statement for myself and one for you, which I am enclosing herewith. All I can say is, to use the phraseology of the bookkeepers of the last generation, E and OE. I am sorry to trouble you with this matter, but there are really no bones broken. affectionative Fad Enclosure His Excellency, The President of the United States. January 19, 1942 Henry To Hackett, Esq.. 226 Union Street, Peckskill, New York. Dear Mr. Huskett: Mr. Frederic so Delano has asked - to send you the enclosed statement covering the operations the Roosevelt Trust for the year 1941. You will notice that the uninvested principal shown on the enclosed statement of $307.98 is at variance with the amount shown on the accounting previously sent you of $625.15. This is due to the following: - December 29, 1905 - Accrued interest on purchase of Atlantic Cosat Line bonds, in- cluded in principal ...... $ 185.11 June 1, 1903 - Accrued interest on purchase of Lackewanna Steel bonds, included in principal . 155.55 1985 and 1986 - The difference between purchases and sales for those years overlooked 2.81 January 8, 1908 - Sale of rights included in income 49.70 Total of these items $333.17 March 31, 1903 - Chicago, Northwestern bond shown as being purchased at $1,000.00, whereas the cost was $1,065.00, a difference of .$ 65.00 Difference, as por explanation above $268.17 Yours very truly, ogn/mt Comileen Enc. P7 THE WHITE HOUSE washington January 23, 1942. MEMORANDUM FOR DOC O'CONNOR: Instead of returning your check with endorsement, the President said he would prefer to deposit it and draw his own check to you. So here 'tis! Grace Tully Enclosure President's check to Basil O'Connor Jan 20, 1942 in the amount of $1,862.00 TO CITY BANK FARMERS TRUST COMPANY. DR. 22 WILLIAM STREET NEW YORK FEB 7 '42 F 4784A PS Fees for services rendered as Custodian six months to 2/6/42 file $100. 00 WE ARE CHARGING YOUR ACCOUNT TODAY MAIL TO WITH THE ABOVE ITEM(S) NCB CBF Branch a/c J HONORABLE FRANKLIN D. ROOSEVELT. Franklin Delano Roosevelt THE WHITE HOUSE. WASHINGTON. D. C. J 709 INVEST.-REORG DEPARTMENT L F 7069 No. 2587 CITY BANK FARMERS TRUST COMPANY ADVICE 2 22 WILLIAM STREET, NEW YORK. N. Y. DATE FEB 2 1942 ALL CALLED THE SECURITIES DESCRIBED HEREIN. HELD FOR THE ACCOUNT SPECIFIED ON 2/2/42 AT 104 AND ACCRUED INTEREST. THESE SECURITIES HAVE NOW BEEN REDEEMED AND THE ACCOUNT HAS BEEN CREDITED WITH THE AMOUNT INDICATED BELOW. ACCRUED INTEREST WILL BE CREDITED SEPARATELY UNDER ADVICE CASH NATIONAL CITY BANK CITY BANK FARMERS BRANCH ACCOUNT CREDITED A/C FRANKLIN DELANO ROOSEVELT DELIVERED FROM THE C 709 SECURITY FRANKLIN DELANO ROOSEVELT ACCOUNT OF 110664 4000 00 WESTERN PUBLIC SERVICE SECURITY 1ST & REF A 5 1/2 DUE 2/1/50 F1A PRINCIPAL AMOUNT PRICE 4160 00 CERTIFICATE OR BOND NUMBERS HON FRANKLIN DELANO ROOSEVELT ADVICE TO THE WHITE HOUSE CITY BANK FARMERS TRUST COMPANY WASHINGTON D c J Edwarder STANDARD FORM No. 14A APPROVED BY THE PRESIDENT FROM MARCH 10, 1926 The White House Mashington TELEGRAM February 17, 1942. OFFICIAL BUSINESS-GOVERNMENT RATES Louis C. Haughey, Esq. ... Warm Springs Foundation Warm Springs, Georgia. Will you please send to the President immediately a statement showing all taxes and deductible items from the income tax in the calendar year 1941? This to include all taxes paid by the Foundation for the President. Many thanks and best to all. Grace G. Tully GEORGIA WARM SPRINGS FOUNDATION 120 BROADWAY NEW YORK PRESIDENT FRANKLIN D. ROOSEVELT TREASURER BASIL O'CONNOR February 26, 1942. The President, The White House, Washington, D. C. My dear Mr. President: Enclosed please find statements of your accounts at Warm Springs for the year 1941. 1. Personal Account - Little White House and Mrs. James Roosevelt Cottage 2. Foundation Farm Account to May 31, 1941. 3. Pine Mountain Valley Farm Account to May 31, 1941. Please note that you had s rental income from the Mrs. James Roosevelt Cottage of $216.25 and expenses of 632.53 natio up of the items ticked off on statement. You will note that you have been charged with 5/12ths ob the form taxes and 5/12ths of the loss for the year. This is because the Foundation took over the operation of the farm as of June 1, 1941, and it seemed more equitable to charge you on an apportioned basis than simply the first five months as that would have included the planting but no revenue therefrom. Regarding taxes - the amounts shown on personal state- ment are 1940 taxes paid in 1941. The taxes for 1941 not yet paid are as follows: Farm taxes - Meriwether County $279.59 Harris County 90.19 Total $369.78 5/12ths chargeable to your Account $154.08 Little White House taxes 89.43 Total 1941 taxes $243.51 The Foundation Farm Account shows a beginning balance also a payment to Pine Mountain Valley of $1,349.18 covering their 1940 account which was reported to you last year. Your net less on farm operations for 1941 exclusive of taxes is as follows: Foundation account Pine Mountain Valley account 3 $986.02 Faithfully yours, Enc. BASIL O'CONNOR DT BOOREN GEORGIA WARM SPRINGS FOUNDATION WARM SPRINGS, GEORGIA Bills Payable Weekly Date January 1 1942 Account of Statement to Self Hon. Franklin D. Roosevelt The White House Itemized statement for Washington, D. C. year ending December 31, 1941. In Remitting, please tear off and attach to your check Amount Remitted $ GEORGIA WARM SPRINGS FOUNDATION YOUR MEMO. Date Paid 19 Check No. Amt. of Check $ DATE DESCRIPTION CHARGES CREDITS BALANCE 1941 BALANCE BROUGHT FORWARD 2,044.10 Jan. 31 To B. I. Gilbert, Clerk Meriwether Superior Court for copies of deeds from T. H. & Minnie L. Street - Mrs. Leola C. Parker 3.00 To Roy Butts, Clerk Harris Co Superior Court for certified copy of deed from W. B. Cooke 2.00 Electric Service 1.00 Feb. 28 Electric service 1.00 Mar. 11 Turn on water and lights .10 20 Brace shop 2.75 25 Meriwether County Taxes (1940) 379.97 31 Electric service 1.00 Turning on water and lights and checking hot water heater 1.87 Check doors and screens 2.27 For painting guest cottage at Little White House 52.74 Express 4.80 Apr. 24 Coal - Mr. Morris 8.00 Rent commission 5.25 Cottage rent 105.00 30 Fire insurance 30.76 Telephone rental 18.75 Electric service 1.31 (Cont'd) DATE DESCRIPTION CHARGES CREDITS BALANCE 1941 Balance Brought Forward May 15 Cash 44.65 20 Wheel Chair 35.00 31 Electric service 1.00 Jun 24 Plumbing repairs .70 30 1/4 Ton coal 2.00 Wood .50 Maint. Dept. .75 Electric service 1.00 Jul 14 Repair J. Roosevelt cottage 2.19 21 Rent commission 5.25 Cottage Rent 105.00 28 Harris County Taxes (1940) 90.19 Maint Dept .80 Maint Dept 1.33 31 Telephone rental 3.15 Installation - telephone 2.00 Electric service 3.29 Insurance - Haas & Dodd 25.13 Window shades - Guest cottage 4.50 Aug 31 Electric service 1.18 Sep 30 Electric service 1.00 Oct 31 Electric service 1.00 Nov 25 Campbell Coal Co. for cleaning furnace 15.40 30 Electric service 1.00 Groceries 31.45 Dec 4 Groceries 4.70 Groceries 1.71 30 Rental on cottage 6.25 2,523.17 Red figures in balance column indicate credit balance Our accounts close as of Thursday noon, all items after that date will appear on statements of following week. GEORGIA PINE MOUNTAIN VALLEY RURAL COMMUNITY CORPORATION Pine Mountain Valley, Georgia Roosevelt Farm, Roy Durham, Manager Statement of your account for months of January thru May, 1941 Date Items Charges Credits Balance 1/8 Cash labor 8 20.00 1/13 Lines, plows, bolts 4.35 1/22 Lines .75 1/17 Cash - - labor 20.00 1/27 Shorts and oats 7.75 1/24 Corn from J. S. Jesup 90.00 2/ 1 Cash - labor 20.00 2/ 8 Plows 13.94 2/11-18 Plows 8.56 2/12 3 - Rolls roofing 5.85 3/ 1 Salt .55 3/15 Cash - labor 62.75 n Feed, oats and shorts, $5.40; plows, $2.52 7.92 " Staples and paints 2.42 3/ 4 Hamon stock, $5.75; 7 BX. soda, $25.20 30.95 3/ 3 8 Sx. soda 28.80 3/29 Cash - labor 42.50 3/11 10 Sx. hulls 7.00 3/29 Lespedeza 30.00 3/ 3 By difference in loan and sale of cotton $ 19.33 4/11 Cash - labor 45.00 4/14 Overalls & shirt, $2.28; watermelon seed, 55¢ 2.83 4/18 Merchandise to Roy Durham 8.69 3/28 4 Rolls B. wire 15.00 3/29 Irish Potatoes, $3.00; cotton seed, $14.08; 4/14-18 Boy beans and velvet beans, $20.80; plows, $12.26 50.14 4/ 2-18 Plows, bolts, washers, etc. 9.77 4/15-26 130 Sx. fertilizer 312.20 4/ 7 Check #10196 to R. C. Dale for hay 86.70 4/18 By 29 empty sacks .87 4/26 Cash - labor, $25.00; subsistence, $20.00; seed, $3.00, tractor fuel, $14.00 62.00 4/25 10,370# Hay, check #7220 62.22 5/10 Cash - labor 50.00 4/30 Peanut hay 62.22 4/24-5/10 Farm supplies, $19.15; soy beans, $1.24 20.39 4/26-5/16 Lines, fenders, fork handles, $2.25; 3- SX. soda, $10.20 12.45 4/26 By 4 bushels cotton seed 2.70 4/15-5/14 Jack service, $5.00; mule shoes, $2.00 7.00 5/9-10 121 Sx. fertilizer 30.00 5/24 Cash - wages, labor 45.00 5/28 1,350 Grape vines 202.50 5/31 Mule shoes 2.50 5/24-30 Plows, arsenate, lines 15.48 5/31 Sudan grass 8.50 5/28 30 Sx. soda 102.00 5/31 Cash - labor, $50.00; salt, $2.00 52.00 $1,668.68 8 22.90 $1,645.78 GEORGIA WARM SPRINGS FOUNDATION ROOSEVELT FARM ACCOUNT JANUARY 1, 1941, THRU MAY 31, 1941 Date Description Charges Cre January 1 Balance brought forward (September 30, 1937, thru December 31, 1940) $2,495.74 22 Payment to O. A. Riehle for clearing firebreaks 51.00 Payment to W. R. Durham for labor to repair tenant cottage 22.50 Roofing for cottage (Daniel Lumber Co.) 5.76 28 Electric service Dec 5 - Jan 6 5.59 31 Gasoline used in clearing firebreaks 2.80 Hardware and brick for cottage repair 3.12 Roofing - 16 Squares n If If 78.45 Steel cable for sawmill - 92' -3/8" 8.74 Labor and material from Maintenance Department for repairs to pump and cottage 26.89 February 26 Electric service Jan 6 - Feb 5 4.75 169 - Bushels corn @ 750 bushel 126.75 2 - Files from Brace Shop .40 28 Rental on sawmill $100.0 40# - Nails, and labor - Maintenance Department 3.53 March 11 Repairs to Hammer mill 30.32 31 Labor and material from Maintenance Depart- ment for water pump repair 34.65 Welding pump - Brace Shop 1.00 April 17 Window panes for cottage at farm 6.97 29 Material for farm from Maintenance Department 6.11 May 12 Electric service Feb 6 - April 4 9.03 15 Building material - Maintenance Department 1.60 16 Lumber purchased by W. R. Durham 1.50 Electric service April 5 - May 4 5.57 Rental on sawmill 50.00 31 Payment to Georgia Power Company for installa- tion of cylinder in pump at farm 17.00 Payment to Georgia Pine Mountain Valley Rural Community Corporation of Roosevelt Farm account for 1940 1,349.18 $4,298.95 $150.00 filmity THE WHITE HOUSE washington March 10, fund 1942. MEMORANDUM FOR THE PRESIDENT: You told me to pay Everitt out of the Farmers Trust Company account. Do you want me to deposit this $5.00 in the bank from which I draw it or should I deposit it in the Guaranty Trust? G. THE POSTMASTER GENERAL Check 10.00 Happy Birthday Mr Presedent from Hallie and From March 14, 1942. Dear Mr. Newman: Enclosed herewith you will fino the President's check for $500.00 in full payment of the Roosevelt Papers which he recently purchased from you. Very sincerely yours, Grace G. Tully Mr. Harry Shaw Newman, The Old Print Shop Inc., 150 Lexington Avenue, New York, N. Y. Enclosure. March 14, 1942. Dear Mr. Everitt: Enclosed herewith you will find the President's check for $2,000.00 in full payment of the Roosevelt Papers which he recently purchased from you. Very sincerely yours, Grace G. Tully Charles P. Everitt, Esq., 107 East 59th Street, New York, N. Y. Enclosure. CHARLES P. EVERITT Bookseller : Publisher : Importer R 107 East 59th Street New York Telephone PLAZA 8-3218 Feb.27,1942 Mr.William F.Cronin Executive Secretary to the Postmaster General Washington,D.C. Dear Mr.Cronin: The man who made the original purchase from Miss Ellen Roosevelt's stable assures me that he deliver- ed the entire lot without examination to an artist who was interested only in old blank paper. This artist assures me that he delivered to me every book, document or paper having on it any writing or printing. I sold to Mr.Walker every piece of this lot I have owned. Very truly yours charles P. Everett Aquatints Engravings Lithographs Mezzotints The Old Print ShopInc.) Harry Shaw Newman - Established 1898 American Paintings 150 LEXINGTON AVENUE New York,NY TELEPHONE ASHLAND 4-3950 before 1875 - Advertising Archery Audubons Aviation February 17, 1942 Baseball Birds Bowling Boxing Bull Fighting The Honorable Frank C. Walker Caricatures Washington Clippers D. C. Cock Fighting College Views Comics My dear Mr. Walker:- Cricket Currier & Ives Dancing Complying with the suggestion made by your as- Farming sistant, Mr. William F. Cronin, in letter addressed to Fires Fishing Mr. Charles P. Everitt under date of February 16th, Flowers copy of which was forwarded to me, I am pleased to ad- Football vise you that the single volume of manuscript records Fox Hunting Fruits relating to the Roosevelt family was the only volume Games which we ever possessed. Genre Hawking It was delivered exactly as received by me with- Historical Horse Racing out the addition or subtraction of any papers or docu- Humorous ments. There were a few loose records and letters in Legal Prints the volume when we secured it, all of which remained Maps intact. Marines Medical Prints Mexican War Hoping that this will be the information which Military you require, and assuring you of our desire to give Mississippi River Music you full cooperation, I am Naval New York City Yours very truly New York State Portraits Railroads THE OLD PRINT SHOP INC Rowing Sentimental Shooting Silhouettes Skating Sporting HSN:S Steamships Temperance Tennis Town Views Trade Cards Trotting Turf Valentines Views-American Views-English Yachting Whaling Winter Scenes EXECUTIVE ASSISTANT TO THE POSTMASTER GENERAL WASHINGTON March 2, 1942. MEMORANDUM To: Miss Tully, White House From: William F. Cronin The attached letter from Charles P. Everitt is self-explanatory and is submitted to you for your file. Hold February 23, 1942. MEMORANDUM FOR MR. CRONIN SECY. TO THE POSTMASTER GENERAL The President asks me to thank the Postmaster General and you for getting the letters from Mr. Everitt and Mr. Newman. However, he would like to have a further statement from Everitt assuring him that the man who actually bought the papers from Miss Ellen Roosevelt turned them all over to the man from whom Everitt bought them. In other words, he wants to be sure that everything Miss Ellen Roosevelt turned over to the person who bought the whole lot has been delivered to him. Do you think we can run this down and get that statement? Grace G. Tully : THE postmaster GENERAL February 21, 1942 MEMORANDUM TO: Miss Grace Tully FROM: Frank C. Walker The enclosed letters are self-explanatory and are submitted for your information. F.C.W. CHARLES P. EVERITT Bookseller : Publisher : Importer B 107 East 59th Street New York Telephone PLAZA 8-3218 Feb,17,1942 Mr.William F.Cronin Executive Assistant to the Postmaster General Washington,D.C. Dear Mr.Cronin: The collection of papers sold Mr.Walker contains all the papers I have seen from Miss. Ellen Roosevelt's collection. It is impossible for me to state that the collection contains all the papers which were in Miss Ellen Roosevelt's collection. During the last year I have purchased many papers not included in Miss Roosevelt's coldection or in that of amy member of the family. These papers were included in the lot sold Mr.Walker 0 They add much to the importance of the collection Very truly yours Charles P. Event MEMO FOR D. J. B. Hold for word from Frank Walker enclosing letters from these two gentlemen saying that they turned over all the Roosevelt Papers obtained from Miss Ellie Roosevelt. When we have received this, give to me to show the President and then I shall pay the bills. G. G: T. THE ROOSEVELT NEW YORK Janr 2 6 1942 Hon. Frank C. Walker Wardman Park Hotel Washington ,D.C. Dear Mr. Walker: Herewith are the two documents which appear to help complete the transaction which has been the subject of our telephonic communications. May I repeat a defini- tion, or rather, a comment of a great book collector? The late Sir William Osler said "The true bibliophile takes his keenest pleasure in seeing an important document in its proper home. II Sincerely yours G. Randolph G. Adams TEL, MSHLAND 4-3950 NEW YORK, Jan 26 ESTABLISHED 1898 1942 MY Frank C. Walker Washington D.C TO THE OLD PRINT SHOP, INC., DR. HARRY SHAW NEWMAN CURRIER & IVES - OLD MAPS - DECORATIVE COLOR PRINTS - CORRECT FRAMING 150 LEXINGTON AVENUE AT 30TH STREET / manuscript Volume of 1762 - 18/06 bequining with Records atter Roosevelt Family the will of Jacobers Roosevelt / as written by Isaac Special 500- - delivered in Washington Jan. 12th by messinger INVOICE CHARLES P. EVERITT Bookseller : Publisher : Importer 'B' 107 East 59th Street New York Telephone: PLAZA 8-3218 ORDER No. Hon. Frank C. Walker Postmast General Washington, D. C. 1/26/42 TERMS NET CARRIAGE EXTRA PLEASE GIVE THIS INVOICE NUMBER WITH YOUR CHECK oosevelt Papers $2000.00 Delivered.