Scope and Contents: The records of the Treasurer General’s office have been arranged into the following subgroups:
Budgets
These are proposed budgets submitted by local houses to the general administration and then put together into one large file. These are usually corrected budgets, submitted after the Finance Committee approves them, although some uncorrected budgets may appear. They are arranged chronologically.
Closed Wills
This subgroup consists of material related to wills in which the society was a beneficiary. Most often this is just the will itself, but sometimes there is more information. These are arranged alphabetically by the last name under which the will was filed. The inventory is available upon request.
Financial Reports
This subgroup represents the approved financial reports of the individual areas of the SSE. Local administrations and the incorporated organizations submit these reports to the Treasurer General each year, or at predetermined times.
Ledgers
The Society has retained some ledgers which contain financial information. These are arranged chronologically.
Property This series contains material related to properties owned by the society. Most of the material is financial or legal; programmatic items have been kept with the Local Administration records where possible. Not all properties are included, some, especially those clearly identified with a specific house or program, are filed with that program.
The series is arranged by property name.
Treasurers General
Material from each Treasurer General is in its own series, and is mostly correspondence and other material related to investments and how the society dealt with them. Annual reports from investment groups are included where extant, as is much correspondence related to the selection of a particular firm. Routine correspondence related to the sale of stocks and to the transfer of funds has been discarded. Much of the correspondence of the Treasurer General with individual Edmundites has also been discarded, since much of concerned routine financial matters. Correspondence that contained non-financial or complex financial information was retained. Correspondence with directors or administrators relating to financial matters was usually kept, except for routine letters pertaining to acceptance of budgets. Only a few of the Treasurers General had some subject files of interest, particularly the social security files of Fr. Purtill and the social and legal audit files of McLaughlin and DiLorenzo.