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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

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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