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efta-efta01006365DOJ Data Set 9OtherFrom: Richard Kahn
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DOJ Data Set 9
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efta-efta01006365
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From: Richard Kahn
To: "Jeffrey E." <[email protected]>
Subject: Fwd: information about Trusts
Date: Wed, 25 Jul 2018 16:25:55 +0000
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
tel 212-971-1306
fax 212-320-0381
cell 917-414-7584
Begin forwarded message:
From: Noam Chomsky
Subject: Re: Information about Trusts
Date: July 25, 2018 at 12:25:24 PM EDT
To: Max Kohlenber
Cc: Richard Kahn <
Thanks,
Noam
On Wed, Jul 25, 2018 at 8:51 AM, Max Kohlenberg
Good morning Noam —
> wrote:
I'm sending along this note just to tell you that your inquiry has not been forgotten I I have obtained distribution
reports for both trusts from Bainco and from Goulston & Storrs. (Goulston & Storrs is the firm where the Palmer &
Dodge trust records from 2009 to 2015 are now held. As you may recall, Palmer & Dodge managed one trust account
until 2015, when it was consolidated with the trust accounts at Bainco.) The reports cover the period from January 1,
2009 to July 1, 2017. Because some of the items in the Goulston report are unclear (such as a 2015 distribution of
Qualcomm stock that the report says went to you, but which I think was actually a charitable gift) I am asking the folks
at Goulston to check their records for me. As soon as I have answer to those few questions I'll send the reports
along.
Thanks,
EFTA01006365
Max
A. Max Kohlenberg
Howland Evangelista Kohlenberg Burnett, LLP
One Financial Plaza — Suite 1600
Providence, Rhode Island 02903
Direct:
Main:
Fax:
This email and any attachments thereto are intended only for use by the addressee(s) named herein and may contain
legally privileged and/or confidential information. If you are not the intended recipient of this email, you are hereby
notified that any dissemination, distribution or copying of this email, and any attachments thereto, is strictly
prohibited. If you have received this email in error, please immediately notify me by return email and permanently
delete the original and any copy of this message or attachment. Thank you.
From: Noam Chomsky [mailto:
Sent: Monday, July 16, 2018 4:08 PM
To: Max Kohlenberg
Cc: Richard Kahn
Subject: Re: information about Trusts
Thanks. Looking forward to receiving it.
Noam
EFTA01006366
On Mon, Jul 16, 2018 at 1:05 PM, Max Kohlenberg
> wrote:
Noam —
The reports that I provided to Richard included figures from January 1, 2010 forward, but perhaps not all the detail
that you are looking for (and not covering 2009 in any case). I am now gathering information (from my own records
and from those at Bainco) about all of the trust distributions starting in 2009, including the date of distribution, the
recipient and the amount. I will get back to you with that information as soon as I can. I should also be able to
provide you with annual portfolio statements for each account. I believe that if you review those statements you will
see how the portfolios have been invested and how they have performed (both as to income generated and as to
appreciation of holdings).
Max
A. Max Kohlenberg
Howland Evangelista Kohlenberg Burnett, LLP
One Financial Plaza — Suite 1600
Providence, Rhode Island 02903
Direct:
Main:
Fax:
This email and any attachments thereto are intended only for use by the addressee(s) named herein and may contain
legally privileged and/or confidential information. If you are not the intended recipient of this email, you are hereby
notified that any dissemination, distribution or copying of this email, and any attachments thereto, is strictly
prohibited. If you have received this email in error, please immediately notify me by return email and permanently
delete the original and any copy of this message or attachment. Thank you.
EFTA01006367
From: Noam Chomsky [mailto
Sent: Saturday, July 14, 2018 3:24 PM
To: Max Kohlenberg
Subject: information about Trusts
I
I've asked several times about information concerning the handling of the trusts since 2009. Quoting below from my
request. Could you please provide me with this information. My letter in red.
Noam
Until I asked about the matter recently, I am aware of no income distributed to me earned from the trusts. I cannot
be sure, because I have no record of having received any accounting of what is happening to the trusts, including
distributions to others (or as required, to me). Could you then please send me the records on these matters since
2009, when I appointed Harry to replace me as trustee.
I provided reports on income, expenses and distributions to Deborah Pechet Quinan last October and I copied those
reports to Richard (and updated them) in the last 60 days. I think it might be easiest if Richard forwarded those
reports to you, but if he can't for some reason then I will do so when I am back in my office.
I would like to know more about this. Richard Kahn did forward reports to me, but all that I see is from
the last few years, after I requested information. I don't have any records for the years since 2009, when I
appointed Harry trustee, neither about the income that was supposed to be paid to me or about
distributions from the Trust or any accounting of those years. So could you send them to both of us? In
particular, I would like to know the reason why there is virtually no income from the trust -- whether it
was paid to me from 2009 or not. And about the instructions for any distributions that may have been
made from the Trust.
EFTA01006368
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