Subject: Re: WALLY'S MEMORIAL & TAX ID NUMBER Date: Sun, 01 Aug 1999 10:09:17 -0700 From: Arthur Jackson Organization: Social Services To: PRochelle1@aol.com, arthurmjackson@yahoo.com Paula, I'm not sure if you sent your message with Kathi's information about Wally's memorial service before you got my message saying I would like to car pool with you if you still have room, or if I just wasn't clear in my message. So if you have room I would like to. If you do not I need directions to the site. Second issue, per below message I'm still trying to come up with a Federal Tax ID number. If we have one it must be in the box of stuff Charles left at your place and I was supposed to pick up but forgot all about. So either you need to dig in there and let me know what the number is, or I need to pick up the box so I can do it. Of course I need to pick up the box anyway so we just need to establish a plan for me to do it. Arthur 441-5556 =============================================== Freda Hedges / Charles Hedges wrote: > Arthur Jackson wrote: > > > > Charles, > > > > In reading your messages more carefully I see by this one a clue that may be helpful. > > > > On our statement from Smith Barney we have an account number listed. It is: > > > > 574-04701-16 238. > > > > Based on what you say below it looks like the tax id number may be buried in here if one > > knew which numbers to disregard? What's your guess? > > > > I'm passing on a copy of this message to Jeff Alkire in case he might also figure it out. > > > > Any ideas let me know. > > > > Arthur > > =================================================== > > > > Freda Hedges / Charles Hedges wrote: > > > > > Arthur Jackson wrote: > > > > > > > > Charles, > > > > > > > > The transfer of funds from Berkeley to San Jose is going smooth. It looks as though > > > > the only thing we need to complete the transfer is the Tax ID number. I checked the > > > > things I have available here and can't seem to find that. Could you send it to me > > > > soonest since we can't proceed until I get it. > > > > > > > > Once we get the funds transferred then we can work to set up a meeting with Jeff > > > > Alkire of Smith Barney to explore our options for investments. I discussed this with > > > > Jeff and he indicated that he is relatively available at odd time. We can explore > > > > further when we are ready for this and work out something that works for everyone. > > > > > > > > Arthur > > > > > > Chas. to Art., 99/07/27 09:30 PDT > > > > > > I believe that on each page 1 of our periodic financial statements > > > between OR NEAR one inch down from the top of the sheet the Tax ID > > > numbef ror the Account can be found. It may also be titled: > > > E.I.N. (Employer Identification #) even though we do not have > > > Employees. The periodic financial statements from Salomon Smith > > > Barney usee to be kept in the big loose leaf binder with the 3 inch > > > "D" rings. If this information does not direct you to finding > > > the Tax ID #, Jeff Alkire should be able to get it from the > > > Berkeley Office. Also, please let me know and Ill go through Harveys > > > files to try to get is. It is a 9 digit #. I believe that all > > > exempted by class 501(c)(3) begin with 74 > > > > > > Chas. > > Art, 99/07/31 13:48 PDT > I am reasonably sure that the Account # does not contain the > hidden tax ID #. One part of the Account # identifies the branch > another part identifies the financial consultant with whom you deal > i presume that another part identifies the kind of an account, and > then there is surely a part which identifies the serial # of the > account. > > I believe that the IRS is strict in requiring that the financial > institutions report the earnings of their account holders, I freely > admit that I did not make a point of looking on each statement to > see that the TAX ID was shown. > > I ask you to please get either one of the two 8.5" x 11" loose leaf > notebooks with the 3" "D" rather than round rings---the covers are blue > those have the statements while the account was held in Berkeley and > > I am confident that the TAX ID # was near, but not at the top of > the page. It was below the heading information that had the company > name and the name of the account. > It had a label or "name" > It was above the financial information about the interval for > which the financial statement was reporting". > > I could be wrong about page 1. It may be on page 2, Please pick any > 3 statements from July 1, 1998 through April 30, 1999 and search the > top of each of its pages for the TAX ID #. Synonym names are: > E.I.N. Employers Identification Number. > > The last "broad general" description of the location in the periodic > financial report I will give is that The Tax ID is plainly labeled: > On page 1, near or just below the bottom of the heading > in any case, above the set of figures for the interval for > which the financial statement contains the financial data > delivered to the account holder by Salomon Smith Barney. > > Charles.