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University Financial Records

Overview

Scope and Contents

Administrative Information

Detailed Description

Annual financial reports

Treasurer, Business Manager, and Vice President of Business Affairs records

Comptroller records

Property records

Business Office records

Bookkeeping records



Contact us about this collection

University Financial Records, 1846-2017 | Lawrence University Archives

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Collection Overview

Title: University Financial Records, 1846-2017

ID: LU-RG05/002

Primary Creator: Lawrence University

Other Creators: Office of Financial Services

Extent: 51.94 Linear Feet. More info below.

Subjects: Universities and colleges -- Finance

Forms of Material: bookkeeping records, deeds, financial statements

Languages: English

Scope and Contents of the Materials

This collection contains records documenting the business operations and finances of Lawrence University, 1846 to the present. This includes records of fiscal agents, the Treasurer, Business Manager, Comptroller, Vice President for Business and Financial Affairs, and the Office of Financial Services. Materials include general office records, correspondence, and subject files; annual financial reports and audited statements; records documenting Lawrence's endowment, properties, and real estate; and bookkeeping records documenting receipt and disbursement of funds.

Subject/Index Terms

Universities and colleges -- Finance

Administrative Information

Repository: Lawrence University Archives

Accruals: Further accruals are expected.

Alternate Extent Statement: 58 boxes, 114 volumes, and 39 MB

Access Restrictions: Annual financial reports are open for research immediately. Most other records in this collection are classified as General University Records and are thus closed for 20 years beyond the date of creation. Other files might contain confidential information - these are closed for 75 years beyond the date of creation. Contact the Archives for more information.

Use Restrictions: Property rights and copyright reside with Lawrence University.  For permissions to reproduce or to publish, please contact the University Archivist.

Acquisition Method:

Annual financial reports dating from 1994 through 2012 were transferred to the Archives by the Office of Financial Services in December, 2012. Digital reports (2009-2014) captured from the website on 2015-07-15.

All other materials acquired prior to 2005.

Related Materials: Records of grants awarded and gifts to the University are filed with Office of Development Records (LU-RG07-005). Records of the Audit, Finance, and Investment committees of the Board of Trustees are filed with Board of Trustees Records (LU-RG02-002).

Preferred Citation: University Financial Records. LU-RG05-002. Lawrence University Archives, Seeley G. Mudd Library, Appleton, Wisconsin.

Processing Information: Processed by Erin Dix, 2016.

Finding Aid Revision History: Box numbers revised, 2016-12.


Box and Folder Listing


Browse by Series:

[Series 1: Annual financial reports, 1857-2017],
[Series 2: Treasurer, Business Manager, and Vice President of Business Affairs records, 1887-1997],
[Series 3: Comptroller records, 1946-1957],
[Series 4: Property records, 1846-1986],
[Series 5: Business Office records, 1927-2001],
[Series 6: Bookkeeping records, 1849-1956],
[All]

Series 1: Annual financial reports, 1857-2017
Sub-Series 1: Paper reports, 1857-2012
Box 1-6. Includes annual reports of fiscal agents, treasurers, business managers, and auditors. Records from years prior to 1869 are incomplete.
Extent: 5.05 linear feet (6 boxes and 22 volumes)
Sub-Series 2: Digital reports, 2009-2017
Extent: 39 MB
Series 2: Treasurer, Business Manager, and Vice President of Business Affairs records, 1887-1997
Records in this series include chronological and alphabetical correspondence, subject files, budget documents, and reports.
Sub-Series 1: Samuel K. Wambold, John Bottensek, George W. Jones, and James A. Wood, 1887-1932
Box 7. Wambold, Bottensek, Jones, and Wood each held the position of Treasurer when the position was reserved for a member of the Board of Trustees. Trustee Walter Kasten held this position from 1932 to 1950 - there are no records from his tenure in this subseries.
Extent: 1.25 linear feet (1 box)
Sub-Series 2: Ralph J. Watts, 1926-1953
Box 8-9. Ralph J. Watts was the first Business Manager, a position which held from 1926 to 1950. He also served as Acting President of the University from November 1943 to August 1944 and Vice President/Treasurer from 1950 to 1953.
Extent: 2.5 linear feet (2 boxes)
Sub-Series 3: Harlan Kirk, 1950-1960
Box 10-14. Harlan Kirk was Business Manager from 1950 to 1960.
Extent: 6.25 linear feet (5 boxes)
Sub-Series 4: Marwin Wrolstad, 1960-1982
Box 15-17. Marwin Wrolstad was Business Manager from 1960 to 1968, Treasurer and Secretary from 1968 to 1970, and Vice President for Business Affairs from 1970 to 1982.
Extent: 3.75 linear feet (3 boxes)
Sub-Series 5: Michael Stewart, 1982-1983
Box 17. Michael Stewart was Vice President for Business Affairs from 1982 to 1993.
Extent: 4 folders
Sub-Series 6: William Hodgkiss, 1995-1997
Box 17. Bill Hodgkiss was Vice President for Business Affairs from 1993 to 2003.
Extent: 1 folder
Sub-Series 7: Annuity and bequest records, circa 1914-1987
Box 18. Includes primarily wills and correspondence with Business Managers Kirk and Wrolstad documenting annuities and bequests to Lawrence.
Extent: 0.4 linear feet (1 box)
Series 3: Comptroller records, 1946-1957
Box 19-27. Records of Dorothy Graupman, comptroller and secretary to the Business Manager during these years. Records include alphabetical correspondence and subject files.
Extent: 11.25 linear feet (9 boxes)
Series 4: Property records, 1846-1986
Sub-Series 1: Real estate, 1846-1986
Box 28-30, 58. Includes property abstracts and correspondence documenting properties held by the University in Outagamie County, elsewhere in Wisconsin, and elsewhere in the United States.
Extent: 1.2 linear feet (3 boxes and 1 oversized folder)
Sub-Series 2: Appraisals and inventories, 1912-1954
Box 31. Includes Inventory and Appraisal of Conservatory, Dormitories, and Library Building, 1912-1924; Appraisal of Property of Lawrence College, 1945; Appraisal Revaluation Summary, 1948; and Lawrence College Insurable Value Data Report and Recommendations, 1954.
Extent: 0.4 linear feet (1 box)
Series 5: Business Office records, 1927-2001
Extent: 1 linear foot (3 boxes)
Box 32
Folder 1: Budget statements, 1949-1950
Folder 2: Annual budget and endowment fund statistics, 1927-1966
Folder 3: Staff meeting minutes, 1970-1979
Extent: 8 folders
Box 33
Folder 1: Endowment reports, 1971-1978
Extent: 5 folders
Box 34
Folder 1: Endowment reports, 2000-2001
Extent: 3 folders
Folder 4: Financial ratio analysis, 1984
Series 6: Bookkeeping records, 1849-1956
Sub-Series 1: Student accounts, 1849-1892
Extent: .38 linear feet (3 volumes)
Box 35
Item 1: Student accounts volume, 1849-1854
Box 36
Item 1: Student accounts volume, 1852-1857
Box 37
Item 1: Student accounts volume, 1855-1892
Sub-Series 2: Ledgers, 1849-1950
Records of financial transactions organized by account.
Extent: 2.88 linear feet (13 volumes)
Box 38
Item 1: Ledger, 1849-1855
Box 39
Item 1: Ledger (student accounts?), 1854-1856
Box 40
Item 1: Ledger, 1855-1876
Box 41
Item 1: Ledger, 1864-1867
Box 42
Item 1: Ledger, 1866-1879
Box 43
Item 1: Ledger, 1867-1891
Same volume includes journal, 1849-1850
Box 44
Item 1: Ledger, 1880-1897
Box 45
Item 1: Ledger, 1897-1899
Item 2: Ledger, 1903-1909
Box 57
Folder 1: General ledger, voucher register, 1949-1950
Item 1: Ledgers for current, plant, and trust funds, circa 1909-1929
Extent: 3 volumes
Item 2: Ledger, 1924-1928
Sub-Series 3: Journals, daybooks, and cashbooks, 1849-1956
Records of financial transactions, generally organized chronologically.
Extent: 14.73 linear feet (65 volumes)
Box 43
Item 1: Journal, 1849-1850
Same volume includes ledger, 1867-1891
Box 46
Item 1: Journal, 1855-1896
Includes cash book, 1877-1878, in the middle.
Box 47
Item 1: Daybook, 1849-1854
Box 48
Item 1: Daybook, 1854-1855
Box 49
Item 1: Daybook, 1854-1861
Box 50
Item 1: Daybook, 1855-1861
Box 51
Item 1: Daybook, 1866-1877
Includes cash book, 1869-1876.
Box 52
Item 1: Cashbook, 1864-1868
Item 2: Cashbook, 1885-1890
Item 3: Cashbook, 1896-1900
Item 4: Cashbook, 1903-1909
Box 53
Item 1: Journal, 1947-1949
Item 2: Cashbook, 1951-1952
Item 3: Cashbook, 1952-1953
Item 4: Cashbook, 1955-1956
Box 57
Folder 2: Cash receipts distribution, 1950-1951
Folder 3: Cash receipts distribution, 1951-1952
Folder 4: Payroll checks distribution, 1951-1952
Folder 5: Other check distribution, 1951-1952
Item 1: Cash book and journal and pledges, 1909-1912
One volume contains cash book, 1909, and pledges, 1912.
Item 2: Voucher journal, 1909-1914
Extent: 4 volumes
Item 3: Cash book and journal / cash receipts, 1903-1930
Extent: 5 volumes
Item 4: Disbursements, 1914-1930
Extent: 3 volumes
Item 5: Disbursements, 1922-1929
Extent: 2 volumes
Item 6: Check register and distribution of expenditures, 1914-1931
Extent: 6 volumes
Item 7: Cash receipts and disbursements, 1926-1940
Extent: 13 volumes
Item 8: Cash receipts, 1940-1952
Extent: 3 volumes
Item 9: Cash disbursements, 1940-1952
Extent: 12 volumes
Item 10: Cashbook for endowment and plant funds, 1946-1952
Sub-Series 4: Other bookkeeping records, 1866-1953
Extent: 1.05 linear feet (11 volumes)
Box 54
Item 1: Dormitory receipts, 1921-1926
Item 2: Conservatory day book and Board accounts, 1912-1917
One volume contains Conservatory day book, 1912-1913, and Board accounts, 1913-1917.
Box 55
Item 1: Record of securities, 1871-1910
Item 2: Records of annuities and real estate, 1914-1936
Item 3: Journal of receipts and disbursements of student organizations, 1951-1952
Box 56
Item 1: Doubtful notes and bills, 1880
Item 2: Memoranda of bills, 1880-1894
Item 3: List of notes, 1887-1890
Item 4: Rents, 1941-1953
Item 5: Endowment income, 1930-1946
Item 1: Transfer ledger - record of investments sold, circa 1927-1946

Browse by Series:

[Series 1: Annual financial reports, 1857-2017],
[Series 2: Treasurer, Business Manager, and Vice President of Business Affairs records, 1887-1997],
[Series 3: Comptroller records, 1946-1957],
[Series 4: Property records, 1846-1986],
[Series 5: Business Office records, 1927-2001],
[Series 6: Bookkeeping records, 1849-1956],
[All]


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