Steel engraving of the Treasury building

Series II: Internal Memoranda

Series II contains the memoranda that passed between Simon and other officials at the Treasury Department. Most of the memoranda are to Simon from senior staff members. They cover primarily the Secretary years, from 1974 through 1976. In addition to memoranda, the files contain briefing papers, talking points, and draft letters for Simon's signature. The series is arranged alphabetically by name of Treasury official. Most of this material was reviewed by the staff member who wrote the memoranda or his or her office before its release to Lafayette College. Biographical information on most of these Treasury Department officials can be found in Series IIIB in the Press Releases subject file, and in Series IV in the Personnel and Treasury Officials briefing books.

Particularly extensive are the files of the Treasury General Counsels, Edward C. Schmults (1973-1974) and Richard R. Albrecht (1974-1976). Besides documenting legal actions involving the Treasury, they cover a number of other issues--freedom of information and privacy acts; minority concerns, especially tax exempt status for private schools; conflict of interest cases; antitrust legislation; revenue sharing; the emergency loan guarantee program and Lockheed Corporation's difficulties; IRS and Secret Service matters, some with regard to Watergate; and the question of the Treasury Secretary's authority over the Comptroller of the Currency. In addition, the Schmults files for the period when he served as Under Secretary (1974-1975) contain much information on the United States Railway Association and the reorganization of northeastern and midwestern railroads.

Other extensive files are those of Assistant Secretaries for Enforcement, Operations, and Tariff Affairs--Edward L. Morgan (1973) and David R. Macdonald (1974-1976). Morgan's file concerns the dispute between the Treasury's Customs Service and the Justice Department's Drug Enforcement Administration over jurisdictional matters. Additional memoranda concern Secret Service expenditures at the Nixon residences. Macdonald's Enforcement files cover activities of the Customs Service, the Secret Service, and the Alcohol, Tobacco and Firearms Bureau, particularly the protection of candidates during the 1976 presidential campaign. Drug enforcement matters are also covered, especially the problem of tax evasion by high-level drug traffickers. Macdonald's Operations files discuss ceremonial duties, commendations for agents, and activities of the Mint, while his Tariff Affairs files concern antidumping and countervailing duty investigations. Many of these topics also appear in the file of Under Secretary Jerry Thomas (1976).

A number of the memoranda document the relationship between Treasury and the Congress. Files of Simon's Assistant Secretary for Legislative Affairs, Harold F. Eberle, concern Treasury's lobbying efforts for legislation and Simon's appearances on behalf of members of Congress, particularly during the 1976 campaign. Preparation for Simon's congressional testimonies is a frequent topic in the files of Assistant Secretaries, Sidney L. Jones (Economic Policy) and Charles M. Walker (Tax Policy), as well as in the files of their staff members.

International matters are also covered by the memoranda. The file of Charles A. Cooper, Assistant Secretary for International Affairs (1975), contains information on the establishment of the Commission on the Organization of the Government for the Conduct of Foreign Policy--or the Murphy Commission as it was commonly called. The file of Special Assistant for National Security, William N. Morell, also has material on the Murphy Commission, specifically on its recommendation that the National Security Council be expanded to include the Treasury Secretary. In addition, Morell's file contains material relating to problems of human rights in Chile. Files of Gerald Parsky, who was Assistant Secretary for Trade, Energy, and Financial Resources Policy Coordination in 1974-1975 and Assistant Secretary for International Affairs in 1976, cover a variety of international topics, especially trade between the U.S. and the U.S.S.R.

Files of staff members from the Office of Financial Analysis provide commentary on indexes of economic indicators, such as consumer prices, housing starts, and industrial production. Public affairs matters--interviews of, articles on, and appearances by Simon-- are covered in files of the Special Assistants to the Secretary for Public Affairs. Files of consultants brought in by the Treasury include issue papers on such topics as energy, inflation, and social security.

Drawer  9   Internal Memoranda:  A-I

Folder
1-8    Albrecht, Richard R. (General Counsel):  1974-1976
9      Alexander, Donald C. (Commissioner of Internal Revenue):       
    	1974-1976
10-12  Arena, John J. (Counselor to the Secretary):  1975-1976
13     Arsht, Alan M. (Special Assistant to the Deputy                    
	Secretary):  1974-1975
14     Auten, John H. (Director, Office of Financial Analysis):  
         1974-1976
15     Bennett, Jack F. (Deputy Under Secretary for Monetary           
   	Affairs):  1974-1975
16     Bradford, David F.  (Deputy Assistant Secretary for Tax
         Analysis):  1976
17-20  Brecht, Warren F. (Assistant Secretary for                         
	Administration):  1973-1977
21     Brooks, Mary T. (Director of the Mint):  1974-1975
22     Bushnell, John A. (Deputy Assistant Secretary for 
         Developing Nations):  1975-1976
23     Carlock, John K. (Fiscal Assistant Secretary):  1973-1975
24     Collinson, Dale S. (Tax Legislative Counsel):  1975-1976
25     Cooper, Charles A. (Assistant Secretary for International          
	Affairs):  1975
26-27  Dixon, George H. (Deputy Secretary of the Treasury):  1976
28-31  Eberle, Harold F. (Assistant Secretary for Legislative             
	Affairs):  1975-1977
32     Featherstone, James J. (Deputy Assistant Secretary for 
         Enforcement):  1976
33-34  Fiedler, Edgar R. (Assistant Secretary for Economic               
 	Policy):  1974-1975
35     Forbes, Ralph M. (Special Assistant to the Secretary for
         Debt Management):  1975-1976
36     Foryst, Carole (Staff Assistant to the Secretary):  1974-
         1975
37     Gardner, Stephen S. (Deputy Secretary of the Treasury):
         1974-1975
38     Gartland, John C. (Executive Assistant to the Secretary):
         1976
39     Gerard, Robert A. (Assistant Secretary for Capital Markets
         and Debt Management):  1976
40     Gifford, William L. (Deputy Under Secretary for                   
 	Legislative Affairs):  1973
41     Goldstein, William M. (Deputy Assistant Secretary for Tax
         Policy):  1975-1976
42-44  Harper, John H. (Deputy Assistant Secretary for                   
 	Operations):  1974-1976
45     Hennessy, John M. (Assistant Secretary for International
         Affairs):  1973
46     Hickman, Frederic W. (Assistant Secretary for Tax Policy):
         1973-1975
47     Hunnicut, John E. (Special Assistant to the Assistant              
	Secretary for Legislative Affairs):  1975

Drawer 10    Internal Memoranda: J-R

Folders
1-10   Jones, Sidney L. (Assistant Secretary for Economic                
 	Policy):  1974-1976
11     Laffer, Arthur B. (Consultant to the Secretary):  1973-            
	1975
12     Lefeve, David A. (Special Assistant to the Secretary for           
	Consumer Affairs):  1976
13-15  Liebling, Herman I. (Deputy Director, Office of Financial
         Analysis):  1974-1976
16     Loftus, Joseph A. (Special Assistant to the Secretary for 
  	Public Affairs):  1974
17     McCracken, Paul W. (Senior Consultant to the Secretary):
         1974-1975
18     McDowell, Thomas J. (Executive Assistant to the Deputy 
         Secretary):  1975-1976
19-20  Macdonald, David R. (Assistant Secretary for Enforcement,     
     	Operations, and Tariff Affairs) - Memos re Enforcement:
         1974-1976
21-24  Macdonald, David R. (Assistant Secretary for Enforcement,
         Operations, and Tariff Affairs) - Memos re Operations:
         1974-1976
25-26  Macdonald, David R. (Assistant Secretary for Enforcement,
         Operations, and Tariff Affairs) - Memos re Tariff 
         Affairs:  1974-1976
27     Morgan, Ann M. (Director, Executive Secretariat):  1976
28     Morgan, Edward L. (Assistant Secretary for Enforcement,
         Operations, and Tariff Affairs):  1973
29     Morell, William N. (Special Assistant to the Secretary for
         National Security):  1973-1976
30     Mosso, David (Fiscal Assistant Secretary):  1973-1976
31     Neff, Francine (Treasurer of the United States):  1974-            
	1976
32     Parsky, Gerald L. (Executive Assistant to the Deputy 
         Secretary):  1973-1974
33-36  Parsky, Gerald L. (Assistant Secretary for Trade, Energy,
         and Financial Resources Policy Coordination):  1974-1975
37-39  Parsky, Gerald L. (Assistant Secretary for International
         Affairs):  1976
40     Pierce, Samuel R. (General Counsel):  1973
41     Ranson, David (Consultant to the Secretary):  1974-1976
42     Roob, Edward M. (Special Assistant to the Secretary for 
         Debt Management):  1974
43     Russel, J. M. (Office of Financial Analysis):  1975-1977

Drawer 11    Internal Memoranda: S-Z

Folders
1      Schmults, Edward C. (General Counsel):  1973-1974
2-4    Schmults, Edward C. (Under Secretary of the Treasury):
         1974-1975
5      Shultz, George P. (Secretary of the Treasury) - Memos from
         W.E.S.:  1973
6-7    Sites, James N. (Special Assistant to the Secretary for            
	Public Affairs):  1974-1975
8      Snyder, Edward P. (Senior Advisor to the Assistant                 
	Secretary for Debt Research):  1975
9      Suchman, Peter O. (Deputy Assistant Secretary for Tariff
         Affairs):  1976
10     Thomas, Jerry (Under Secretary of the Treasury):  1976
11     Van Horne, James C. (Deputy to the Assistant Secretary for
         Economic Policy):  1976
12     Vastine, J. Robert (Deputy Assistant Secretary for Trade          
 	and Raw Materials Policy):  1975-1976
13     Wade, Alan B. (Deputy Special Assistant to the Secretary         
  	for Public Affairs):  1974
14-15  Walker, Charles M. (Assistant Secretary for Tax Policy):
         1975-1976
16     Watt, Graham W. (Director, Office of Revenue Sharing):         
    	1975
17     Webster, John (Special Assistant to the Secretary for              
	Consumer Affairs):  1976
18     Widman, F. Lisle (Deputy Assistant Secretary for                   
	International Monetary Affairs):  1975
19     Willett, Thomas D. (Director of Research, Office of the
         Assistant Secretary for International Affairs):  1973-
         1976
20     Worthington, Howard L. (Deputy Assistant Secretary for          
   	Trade and Raw Materials Policy):  1974-1975
21     Yeo, Edwin H., III (Under Secretary for Monetary Affairs):
         1975-1976
22     Miscellaneous Memoranda:  1974-1977


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