Academics
Archives - Collections
SOCIETY OF SAINT EDMUND ARCHIVES
Treasurer General
1946-present
Physical Description
6 ft (12 boxes), 2 oversize
Arrangement: Folder List
The collection is arranged into subgroups, then further arranged into series.
History
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.
Scope/Contents
The records of the Treasurer General’s office have been arranged into the following subgroups:
Budgets Folder List
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(Restricted)
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 Folder List
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 Folder List
The Society has retained some ledgers which contain financial information. These are arranged chronologically.
Property Folder List
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 Folder List
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.
Linnehan, 1946-1970 Folder List
The very scant material available for Fr. Linnehan consists mainly of material related to investments, along with some correspondence.
Purtill, 1971-1982 Folder List
Rev. Jeremiah Purtill became Treasurer General at an interesting time in the Society. The Society was looking carefully at its many apostolates, was working on new constitutions and was for the first time affected by Social Security Administration. Purtill’s records include much information about investments, especially with individual banks and firms. It was during Purtill’s time that the Society aggressively began investing materials. Among the more interesting things in the Purtill files are those items related to Social Security, a huge issue for religious across America. His correspondence files are also interesting, as much seemingly routine correspondence was retained, since many of the letters and notes contain insightful personal statements about either the society or personnel.
The files are arranged chronologically into the following sub-series: Chapter reports, Correspondence, gifts, charities, investments, Louisville Downs, mass foundations, Personnel, Policies, Research on financial matters, Retirement fund info, Seminary burse, and Social security.
McLaughlin, 1982-86 Folder List
Rev. Joe McLaughlin became Treasurer General following Rev. Purtill. His tenure as Superior General marked the beginning of changes in much of the Society’s administration, and his files reflect that, particularly changes in investment philosophy and stewardship. McLaughlin was elected Superior General of the Society in July 1986, cutting short his time as Treasurer General.
The files are arranged chronologically within the following sub-series: Chapter reports, correspondence, gifts, charities, investments, notes to self, memos, misc., personnel, policies and procedures, seminary burses, seminary guild reorganization, SSE assessment review, social audit, stewardship reports
Gallagher, 1986-87 Folder List
Kevin Gallagher was the first lay person to serve as Treasurer General of the Society. Unfortunately, this series is very small, in part because of his short tenure. Files that appear in other Treasurer General files do not appear to have been retained, unless they were merged with the DiLorenzo files. The files are arranged chronologically within the following sub-series: correspondence, reports and investments.
DiLorenzo. 1987-1992 Folder List
Andrea DiLorenzo became Treasurer General of the Society after serving as assistant to both McLaughlin and Gallagher. The series, which is among the largest of the Treasurer General files, are arranged chronologically within the following sub-series: Correspondence, Financial reports, gifts, charities, Investments, Legal audit , Long Island Lighting litigation, Notes, memos, Personnel, Report to General Chapter, Stewardship reports.
Coombs, 1992-1995 Folder List
Rev. James Coombs became Treasurer General of the Society following the departure of Andrea DiLorenzo. The files in this series are routine reports and general information. These are arranged chronologically.
Myhalyk, 1995-1996 Folder List
Rev. Richard Myhalyk was appointed Treasurer General in 1995. At the 1996 he was appointed Superior of the Southern House, so his tenure as Treasurer General was short lived. These files include only reports.
Folder List
Budgets
Box 1
1 1979
1a 1980
2 1983
3 1984
4 1985
5 1986
6 1987 a
7 1987 b
8 1988 a
Box 2
1 1988 b
2 1989
3 1990
4 1991
5 1992 a
6 1992 b
Box 3
1 1993
2 1994
3 1995
4 1996
5 1996 (2)
5 1997(1)
Box 4
1 1997(1)
2 1998 (1)
3 1998(2)
4 1999(1)
5 1999(2)
6 2000
Box 5
1 2001
2 2002
3 2002 Budget and planning
4 2002 Southern Missions
5 2003
6 2004 (1)
Box 5
1 2004 (2)
2 2004 (3)
3 2005
Top
Financial Reports
Box 1
1 1974-77 a
2 1974-77 b
3 1978
4 1979
5 1980
6 1981
7 1982
8 1983
Box 2
1 1984
2 1985
3 1986
4 1987
5 1988
6 1989
Box 3
1 1990
2 1991
3 1992 a
4 1992 b
5 1993
6 1994 a
Box 4
1 1994
2 1995
3 1996
4 1997
5 1998
6 1999
Top
Ledgers
Box 1
1956-67
1963-66
1969-74
1975-76
1976-80
Box 2
1977-78
1978-79
1979-80
1980-81
1982-83
1983-84
Top
Property
Fairholt
1 Appraisal May 1976
2 Appraisal Feb 1981
3 Appraisal Dec 1990
4 Building inventory
5 Clippings
6 History and general chronology
7 Lease agreement
8 Purchase of Fairholt
9 Quitclaim 1978
10 Renovations
11 Sale of Fairholt
12 Summary of deeds
13 “The View from our house” by Henry Holt
Top
Treasurers General
Box 1
1 Linnehan 1946-1970 General
2 Linnehan 1946-1970 Income statements, general accounts
3 Linnehan 1946-1970 Investments
4 Linnehan 1946-1970 Investments Agreements
5 Linnehan 1946-1970 Louisville downs
6 Linnehan 1946-1970 Re: Salvatorans
6a Linnehan 1946-1970 Ledger
7 Purtill 1971-1982 Chapter reports
8 Purtill 1971-1982 Correspondence individuals
9 Purtill 1971-1982 Correspondence Investment Firms/Bernard Herold (ERIAC)
10 Purtill 1971-1982 Correspondence Investment Firms/Howard bank
11 Purtill 1971-1982 Correspondence Investment Firms/farmers trust
12 Purtill 1971-1982 Correspondence Salvatorans
13 Purtill 1971-1982 Correspondence SSE/Community Form
14 Purtill 1971-1982 Correspondence SSE/individuals
15 Purtill 1971-1982 gifts, charities
16 Purtill 1971-1982 investments agreements
17 Purtill 1971-1982 investments annual reports/restricted
18 Purtill 1971-1982 investments annual reports/unrestricted
19 Purtill 1971-1982 investments general
20 Purtill 1971-1982 Louisville Downs
Box 2
1 Purtill 1971-1982 mass foundations
2 Purtill 1971-1982 personnel
3 Purtill 1971-1982 Policies-ethics
4 Purtill 1971-1982 Research on financial matters
5 Purtill 1971-1982 Retirement fund info
6 Purtill 1971-1982 Seminary burse
7 Purtill 1971-1982 Social security
8 Purtill 1971-1982 Social security background info
9 McLaughlin 1982-86 chapter reports
10 McLaughlin 1982-86 Chapter reports 1986 background info
11 McLaughlin 1982-86 Correspondence individuals
12 McLaughlin 1982-86 Correspondence Legal correspondence
13 McLaughlin 1982-86 Correspondence R.F. Lavigne
14 McLaughlin 1982-86 Correspondence SSE/finance committee
15 McLaughlin 1982-86 Correspondence SSE/individuals 1982-1983
Box 2a
1 McLaughlin 1982-86 Correspondence SSE/individuals 1984
2 McLaughlin 1982-86 Correspondence SSE/individuals 1985-6
3 McLaughlin 1982-86 Correspondence SSE/investments committee
4 McLaughlin 1982-86 gifts, charities
5 McLaughlin 1982-86 investment agreements
6 McLaughlin 1982-86 investments annual reports/restricted
7 McLaughlin 1982-86 investments annual reports/retirement
Box 3
1 McLaughlin 1982-86 investments annual reports/unrestricted
2 McLaughlin 1982-86 investments Fife-LaBrake trust
3 McLaughlin 1982-86 investments Ziter
4 McLaughlin 1982-86 notes to self, memos, misc.
5 McLaughlin 1982-86 personnel
6 McLaughlin 1982-86 policies procedures
7 McLaughlin 1982-86 seminary burses
8 McLaughlin 1982-86 seminary guild reorganization
9 McLaughlin 1982-86 SSE assessment review
10 McLaughlin 1982-86 social audit
11 McLaughlin 1982-86 social audit
12 McLaughlin 1982-86 stewardship reports
13 Gallagher 1986-87 correspondence
14 Gallagher 1986-87 report
15 Gallagher 1986-87 investments/Ziter
Box 4
1 DiLorenzo 1987-1992 correspondence individuals
2 DiLorenzo 1987-1992 correspondence Investment firms
3 DiLorenzo 1987-1992 correspondence Legal firms
4 DiLorenzo 1987-1992 correspondence SSE/finance
5 DiLorenzo 1987-1992 correspondence SSE/individual and lLocal Administration
6 DiLorenzo 1987-1992 Financial reports
7 DiLorenzo 1987-1992 Gifts, charities
8 DiLorenzo 1987-1992 Investments agreements
9 DiLorenzo 1987-1992 Investments Annual reports/Fife LaBrake
10 DiLorenzo 1987-1992 Investments Annual reports/Quasi endowment
11 DiLorenzo 1987-1992 Investments Annual reports/Retirement fund
12 DiLorenzo 1987-1992 Investments income fund of America (burses)
13 DiLorenzo 1987-1992 Investments Ziter
14 DiLorenzo 1987-1992 Legal audit 1988-9 background info instructions
15 DiLorenzo 1987-1992 Legal audit 1988-9 Data
16 DiLorenzo 1987-1992 Legal audit 1988-9 Report
17 DiLorenzo 1987-1992 Long Island Lighting litigation
18 DiLorenzo 1987-1992 Notes, memos
19 DiLorenzo 1987-1992 Personnel
20 DiLorenzo 1987-1992 Report to general chapter
21 DiLorenzo 1987-1992 Stewardship reports
22 Coombs 1992-5 chapter report
23 Coombs 1992-5 General
24 Coombs 1992-5 Stewardship Reports
25 Myhalyk 1995-6 Stewardship report
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Maintained by Elizabeth Scott