Society of Saint Edmund Treasurers General, 1946-1996 | Saint Michael's College Archives & Special Collections

By Elizabeth B. Scott

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Collection Overview

Title: Society of Saint Edmund Treasurers General, 1946-1996

ID: SSE 4/

Extent: 6.0 Linear Feet

Arrangement: The collection is arranged into subgroups, then further arranged into series.

Scope and Contents of the Materials

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.

Collection Historical Note

The office of Treasurer General was created by the 1910 Constitution of the Society. The Treasurer General, working under the direction of the Superior General, carries out the administration of temporal goods of the Society of Saint Edmund. The Treasurer General is responsible for proposing budgets and making reports as well as ensuring proper policies and procedures exist. Until 1987, the Treasurer General was a member of the society. Following the election of Rev. J. McLaughlin to Superior General, Kevin Gallagher was appointed the first lay Treasurer General.

Box and Folder Listing

Browse by Series:

[Series 1: Budgets],
[Series 2: Closed Wills (Restricted)],
[Series 3: Financial Reports],
[Series 4: Ledgers],
[Series 5: Property],
[Series 6: Treasurers General],
[All]

Series 1: Budgets

Box 1

Folder 1: 1979

Folder 1: 1a 1980

Folder 2: 1983

Folder 3: 1984

Folder 4: 1985

Folder 5: 1986

Folder 6: 1987 a

Folder 7: 1987 b

Folder 8: 1988 a

Box 2

Folder 1: 1988 b
Folder 2: 1989
Folder 3: 1990
Folder 4: 1991
Folder 5: 1992 a
Folder 6: 1992 b

Box 3

Folder 1: 1993
Folder 2: 1994
Folder 3: 1995
Folder 4: 1996
Folder 5: 1996 (2)
Folder 6: 1997 (1)

Box 4

Folder 1: 1997 (1)
Folder 2: 1998 (1)
Folder 3: 1998 (2)
Folder 4: 1999 (1)
Folder 5: 1999 (2)
Folder 6: 2000

Box 5

Folder 1: 2001
Folder 2: 2002
Folder 3: 2002 Budget and Planning
Folder 4: 2002 Southern Missions
Folder 5: 2003
Folder 6: 2004 (1)

Box 6

Folder 1: 2004 (2)
Folder 2: 2004 (3)
Folder 3: 2005

Series 2: Closed Wills (Restricted)

Series 3: Financial Reports

Box 1

Folder 1: 1974-77 a
Folder 2: 1974-77 b
Folder 3: 1978
Folder 4: 1979
Folder 5: 1980
Folder 6: 1981
Folder 7: 1982
Folder 8: 1983

Box 2

Folder 1: 1984
Folder 2: 1985
Folder 3: 1986
Folder 4: 1987
Folder 5: 1988
Folder 6: 1989

Box 3

Folder 1: 1990
Folder 2: 1991
Folder 3: 1992 a
Folder 4: 1992 b
Folder 5: 1993
Folder 6: 1994 a

Box 4

Folder 1: 1994
Folder 2: 1995
Folder 3: 1996
Folder 4: 1997
Folder 5: 1998
Folder 6: 1999

Series 4: Ledgers

Box 1

Folder 1: 1956-67
Folder 2: 1963-66
Folder 3: 1969-74
Folder 4: 1975-76
Folder 5: 1976-80

Box 2

Folder 1: 1977-78
Folder 2: 1978-79
Folder 3: 1979-80
Folder 4: 1980-81
Folder 5: 1982-83
Folder 6: 1983-84

Series 5: Property

Folder 1: Fairholt Appraisal May 1976
Folder 2: Fairholt Appraisal Feb 1981
Folder 3: Fairholt Appraisal Dec 1990
Folder 4: Fairholt Building Inventory
Folder 5: Fairholt Clippings
Folder 6: Fairholt History and General Chronology
Folder 7: Fairholt Lease Agreement
Folder 8: Fairholt Purchase of Fairholt
Folder 9: Fairholt Quitclaim 1978
Folder 10: Fairholt Renovations
Folder 11: Fairholt Sale of Fairholt
Folder 12: Fairholt Summary of Deeds
Folder 13: Fairholt "The View from our House" by Henry Holt

Series 6: Treasurers General

Box 1

Folder 1: Linnehan 1946-1970 General

Folder 2: Linnehan 1946-1970 Income Statements, General Accounts

Folder 3: Linnehan 1946-1970 Investments

Folder 4: Linnehan 1946-1970 Investments Agreements

Folder 5: Linnehan 1946-1970 Louisville Downs

Folder 6: Linnehan 1946-1970 Re: Salvatorans

Folder 1: 6a Linnehan 1946-1970 Ledger

Folder 7: Purtill 1971-1982 Chapter Reports

Folder 8: Purtill 1971-1982 Correspondence Individuals

Folder 9: Purtill 1971-1982 Correspondence Investment Firms/Bernard Herold (ERIAC)

Folder 10: Purtill 1971-1982 Correspondence Investment Firms/Howard Bank

Folder 11: Purtill 1971-1982 Correspondence Investment Firms/Farmers Trust

Folder 12: Purtill 1971-1982 Correspondence Salvatorans

Folder 13: Purtill 1971-1982 Correspondence SSE/Community Form

Folder 14: Purtill 1971-1982 Correspondence SSE/Individuals

Folder 15: Purtill 1971-1982 Gifts, Charities

Folder 16: Purtill 1971-1982 Investments Agreements

Folder 17: Purtill 1971-1982 Investments Annual Reports/RESTRICTED

Folder 18: Purtill 1971-1982 Investments Annual Reports/Unrestricted

Folder 19: Purtill 1971-1982 Investments General

Folder 20: Purtill 1971-1982 Louisville Downs

Box 2

Folder 1: Purtill 1971-1982 Mass Foundations

Folder 2: Purtill 1971-1982 Personnel

Folder 3: Purtill 1971-1982 Policies Ethics

Folder 4: Purtill 1971-1982 Research on Financial Matters

Folder 5: Purtill 1971-1982 Retirement Fund Info

Folder 6: Purtill 1971-1982 Seminary Burse

Folder 7: Purtill 1971-1982 Social Security

Folder 8: Purtill 1971-1982 Social Security Background Info

Folder 9: McLaughlin 1982-86 Chapter Reports

Folder 10: McLaughlin 1982-86 Chapter Reports 1986 Background Info

Folder 11: McLaughlin 1982-86 Correspondence Individuals

Folder 12: McLaughlin 1982-86 Correspondence Legal Correspondence

Folder 13: McLaughlin 1982-86 Correspondence R.F. Lavigne

Folder 14: McLaughlin 1982-86 Correspondence SSE/Finance Committee

Folder 15: McLaughlin 1982-86 Correspondence SSE/Individuals 1982-83

Box 2a

Folder 1: McLaughlin 1982-86 Correspondence SSE/Individuals 1984
Folder 2: McLaughlin 1982-86 Correspondence SSE/Individuals 1985-86
Folder 3: McLaughlin 1982-86 Correspondence SSE/Investments Committee
Folder 4: McLaughlin 1982-86 Gifts, Charities
Folder 5: McLaughlin 1982-86 Investment Agreements
Folder 6: McLaughlin Investments Annual Reports/RESTRICTED
Folder 7: McLaughlin 1982-86 Investments Annual Reports/Retirement

Box 3

Folder 1: McLaughlin 1982-86 Investments Annual Reports/Unrestricted
Folder 2: McLaughlin 1982-86 Investments Fife-LaBrake Trust
Folder 3: McLaughlin 1982-86 Investments Ziter
Folder 4: McLaughlin 1982-86 Notes to Self, Memos, Misc.
Folder 5: McLaughlin 1982-86 Personnel
Folder 6: McLaughlin 1982-86 Policies Procedures
Folder 7: McLaughlin 1982-86 Seminary Burses
Folder 8: McLaughlin 1982-86 Seminary Guild Reorganization
Folder 9: McLaughlin 1982-86 SSE Assessment Review
Folder 10: McLaughlin 1982-86 Social Audit
Folder 11: McLaughlin 1982-86 Social Audit
Folder 12: McLaughlin 1982-86 Stewardship Reports
Folder 13: Gallagher 1986-87 Correspondence
Folder 14: Gallagher 1986-87 Report
Folder 15: Gallagher 1986-87 Investments/Ziter

Box 4

Folder 1: DiLorenzo 1987-92 Correspondence Individuals
Folder 2: DiLorenzo 1987-92 Correspondence Investment Firms
Folder 3: DiLorenzo 1987-92 Correspondence Legal Firms
Folder 4: DiLorenzo 1987-92 Correspondence SSE/Finance
Folder 5: DiLorenzo 1987-92 Correspondence SSE/Individual and Local Administration
Folder 6: DiLorenzo 1987-92 Financial Reports
Folder 7: DiLorenzo 1987-92 Gifts, Charities
Folder 8: DiLorenzo 1987-92 Investments Agreements
Folder 9: DiLorenzo 1987-92 Investments Annual Reports/Fife LaBrake
Folder 10: DiLorenzo 1987-92 Investments Annual Reports/Quasi Endowment
Folder 11: DiLorenzo 1987-92 Annual Reports/Retirment Fund
Folder 12: DiLorenzo 1987-92 Investments Income Fund of America (Burses)
Folder 13: DiLorenzo 1987-92 Investments Ziter
Folder 14: DiLorenzo 1987-92 Legal Audit 1988-89 Background Info Instructions
Folder 15: DiLorenzo 1987-92 Legal Audit 1988-89 Data
Folder 16: DiLorenzo 1987-92 Legal Audit 1988-89 Report
Folder 17: DiLorenzo 1987-92 Long Island Lighting Litigation
Folder 18: DiLorenzo 1987-92 Notes, Memos
Folder 19: DiLorenzo 1987-92 Personnel
Folder 20: DiLorenzo 1987-92 Report to General Chapter
Folder 21: DiLorenzo 1987-92 Stewardship Reports
Folder 22: Coombs 1992-95 Chapter Report
Folder 23: Coombs 1992-95 General
Folder 24: Coombs 1992-95 Stewardship Reports
Folder 25: Myhalyk 1995-96 Stewardship Report

Browse by Series:

[Series 1: Budgets],
[Series 2: Closed Wills (Restricted)],
[Series 3: Financial Reports],
[Series 4: Ledgers],
[Series 5: Property],
[Series 6: Treasurers General],
[All]