Finance, Office of Guide to the Office of Finance Records UA 223

Guide to the Office of Finance Records UA 223


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Special Collections Research Center

William & Mary Special Collections Research Center
Earl Gregg Swem Library
400 Landrum Dr
Williamsburg, Virginia
Business Number: 757-221-3090
spcoll@wm.edu
URL: https://libraries.wm.edu/libraries-spaces/special-collections

SCRC staff.

Repository
Special Collections Research Center
Identification
UA 223
Title
Office of Finance Records 1978 - ongoing 1995-2005
Quantity
52.20 Linear Feet
Creator
Office of the Vice President for Finance
Language
English

Administrative Information

Conditions Governing Use:

Before reproducing or quoting from any materials, in whole or in part, permission must be obtained from the Special Collections Research Center, and the holder of the copyright, if not Swem Library.

Conditions Governing Access:

This collection contains material which may be restricted related to personnel matters, student records, or other reasons. A Special Collections Research Center staff member must review the collection for restricted material before any researchers may use the collection. Consult a staff member for assistance. Manuscript collections and archival records may contain materials with sensitive or confidential information that is protected under federal or state right to privacy laws and regulations, such as the Virginia Public Records Act (Code of Virginia. § 42.1-76-91); and the Virginia Freedom of Information Act (Code of Virginia § 2.2-3705.5). Confidential material may include, but is not limited to, educational, medical, and personnel records. If sensitive material is found in this collection, please contact a staff member immediately. The disclosure of personally identifiable information pertaining to a living individual may have legal consequences for which the College of William and Mary assumes no responsibility.

Custodial History:

Part of this collections was previously part of the University Archives Publications Collection.

Preferred Citation:

Office of Finance Records, Special Collections Research Center, Swem Library, College of William and Mary.

Acquisition Information:

Acquisition information for material received after 7/13/2009 is available by consulting a Special Collections Research Center staff member.

Processing Information:

Acc. 2010.184 accessioned and minimally processed by Steven Bookman, University Archives Specialist, in April 2010; Acc. 2012.021 accessioned and minimally processed by Steven Bookman, University Archives Specialist, in February 2012. Acc. 2012.275 accessioned and minimally processed by Steven Bookman, University Archives Specialist, in July 2012.


Historical Note:

Samuel E. Jones, class of 1975, was the Vice President for Finance as of 2007. Further information about this individual or organization may be available in the Special Collections Research Center Wiki: .

Scope and Contents

This collection contains correspondence, reports, committee files, and other material from the Office of Finance at the College of William and Mary. Included in the records are budget reports, correspondence with the Virginia Attorney General and the Governor of Virginia, legislation from the Virginia General Assembly, as well as material from campus committee meetings. Please see the finding aid/inventory section of this finding aid for more information about this collection.

Arrangement of Materials:

This collection is not yet fully arranged and described. Researchers may wish to consult with a staff member for further information in advance of using the collection.

Related Material

Vice President for Administration and Finance Records (UA 127); Vice President for Business Affairs Records (UA 63); Board of Visitors Records (UA 1); various accessions under the Office of the President Records.

Subjects and Indexing Terms

  • Agendas (administrative records)
  • College of William and Mary Endowment Association
  • College of William and Mary. Board of Visitors
  • Correspondence
  • Finances
  • Financial records
  • Records (documents)
  • Reports
  • Universities and colleges--Administration--United States
  • Virginia. General Assembly

Container List

id132756
Publications
  • Mixed Materials Box: 1 Mixed Materials Folder: 1 id261937
    Educational and General Accounts
    2001-05-23T00:00:00.000
    Scope and Contents

    memo from VP of Finance, Samuel E Jones, to Deans, VP, Directors and Department Chairs on the limitations to E&G accounts for Jan-June, 2001

  • Mixed Materials Box: 1 Mixed Materials Folder: 2 id261938
    Year End Audit
    June 30, 2008
  • Mixed Materials Box: 1 Mixed Materials Folder: 3 id261941
    Consolidated Financial Report
    June 30, 2010
    Scope and Contents

    2009-2010 consolidatd financial report for College of W&M and Richard Bland College

  • Mixed Materials Box: 1 Mixed Materials Folder: 4 id261942
    Consolidated Financial Report
    June 30, 2011
    Scope and Contents

    2010-2011 Consolidated financial report for College of W&M and Richard Bland College

id132759
Acc. 2010.184
1978-2000
Scope and Contents

This series contains subject files from the Office of the Vice President for Finance from 1978 to 2000, with the bulk of the records dating from 1995 to 2000. Some of the topics include budget reports, the Virginia General Assembly, campus committees, and Board of Visitors meetings.

id132760
Acc. 2012.021
2000-2007
Scope and Contents

This series contains correspondence, financial reports, and other material collected by the Office of Finance related to the Commonwealth of Virginia from 2000-2007. Included are budget reports, correspondence with the Virginia Attorney General, Virginia General Assembly Legislation, correspondence from the Governor of Virginia's office, and State Council for Higher Education in Virginia reports.

id150052
Acc. 2012.275
1993-2008
Scope and Contents

This series contains subject files from the Vice President of Finance office at the College of WIlliam and Mary. Included are reports from meetings of the Board of Visitors, subject files on the College of William and Mary restructuring from 2005-2008, correspondence related to the establishment of the New Town project, and meeting minutes of the Endowment Association.

id242625
Acc. 2014.128
1995-2011
Scope and Contents

This series contains subject files from the Vice President for Finance office and includes financial reports, correspondence with the State Council for Higher Educaiton, and other records.