Financial Documents (10-135)

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Descriptive Summary

Collection Title: University Records

Series Title: Financial Documents

Collection Number: 10

Series Number: 135

Extent: 11 boxes; 8 linear feet

Abstract: The Financial Documents Collection is comprised almost entirely of the financial reports and documents of the university. This includes Statements of Current Income and Expenditures, Statements of Unrealized Income, Operating Budgets, Budget Progress Reports and Auditors' Reports. Also included are supporting documents such as budget requests from different departments at the university, budget working papers and bond documents for building projects.

Series I- Series I includes the general financial documents of the University of St. Francis detailed above, excluding the auditors's reports.

Series II-Series II includes the auditors' reports done annually for the Univeristy of St. Francis. From 1935 to 1945 the auditing company was Bagley, Vega and Company; Certified Public Accountants of Chicago, IL. The company had a name change and from 1946 to 1999 the reports are from George Bagley and Company, Certified Public Accountants of Chicago, IL.

Physical Location:LG12- Section 1- Shelf 5 and Section 2- Shelf 5-6


Processor:Linnea Knapp, Archives Librarian

Administrative Information

Restrictions on use and reproduction:All rights held by the University of St. Francis. For permission to reproduce, distribute or otherwise use materials, please contact Archives Staff.

Restrictions on access: CLOSED- Permission to view collection must be obtained from the President's Office.

Provenance/ Source of Acquisition:Unknown

Scope and Content Note

Types of material:Financial Reports, Budgets, CPA Examination Reports

Dates: 1925-2004

Important Divisions: Series I- General Financial; Series II- George Bagley Financial Reports

Significant correspondents and subjects:

Container Listing

Series I

Box 1

Box 2

Box 3

Box 4

Box 5

Box 6

Box 7

Series II

Box 8

Box 9

Series I - General Financial Continued

Box 10

Box 11