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EFTA01000572

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From: Richard Joslin < To: Jeffrey E. <jeevacat ion0:ornail.coin Eileen Alexanderson lawrence delson < Subject: RE: Date: Tue, 11 Nov 2014 13:30:50 +0000 Additional specificity: Loser positions — AFP Imaging and Magnetek can be sold. There may be virtually worthless security held in LOB 2011 [Starter Corp.] that might be sold to claim tax loss this year Dartmouth contribution— sending checks for Leon to sign today From: Richard Joslin Sent: Tuesday, November 11, 2014 8:25 AM To: Jeffrey E.; Eileen Alexanderson; lawrence delson Subject: RE: LRN shares (K 12 Inc). RD and I contacted transfer agent and now RD is working with KUE outside counsel to get shares quantities confirmed and re-issued if necessary. The transfer agent records do not match the amount we should have received (nor is the name on file the holder of record (LBF Holdings)) and transfer agent has not received insruction to deliver to broker. Once we get quantity and other transfer agent issues cleared up, we will mpve to broker and sell. RD is contacting outside counsel again today for follow up I rec'd the last of 3 IT outsource proposals yesterday. Second meetings with all concluded last week and EA/ LD included in second meeting. I will summarize differences and take one firm out of running (cost 3x). Plan was to discuss internally today/ tomorrow for final selection. Cost — 10% cheaper than current provider with same/ improved coverage. Foundation has been funded with appreciated stocks and these positions have been liquidated. There are 1648 shares of United Rentals that are restricted. RD is sending paperwork to LDB to sign today to clean these shares up. Once the paperwork is provided to broker and they release the restriction (move the shares to type 2 account) then transfer to Foundation will begin. There are a couple of loss positions worth < $3K that need to be sold. RD is to provide shares and ticker to EA today so that clearance/ compliance apporval can begin. I'

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