Northwestern University (Evanston, Ill.)--Finance
Found in 16 Collections and/or Records:
Abstract Between eleven and seventeen Trustees, including the Chairman of the Board, are selected to serve as the Executive Committee of the Board. The Committee meets regularly and is empowered to act for the full Board in all matters concerning the university except the appointment of a Chancellor, President, Vice President, Provost, or Professor; the establishment of chairs; and the enactment of by laws governing the university.The Records of the Executive Committee included in this series deal...
Abstract The minutes typically include: a meeting summary; a list of people present; charts and graphs detailing the financial holdings of Northwestern University and projecting the holdings future value; written analyses of companies and markets in which Northwestern University owns stock; records of purchases and sales of financial holdings; correspondence, and any miscellaneous material that has a bearing on the financial status of the university.
Abstract These studies, produced by the management consultant firm of Cresap, McCormick and Paget, Inc., were commissioned by the University administration in an effort to decrease the size of the clerical and secretarial staff of the University. Each study is discrete and includes a brief review of the history of the department under consideration, analysis of its operation in 1976/77, and an evaluation of the efficiency with which it makes use of nonprofessional staff.
Abstract In order to centralize its bookkeeping functions Northwestern created accounts for a variety of non-official events and activities that took place on the University campus, as well as for all official University business. This series consists of one volume of accounts receivable for various non-official functions. The volume is arranged alphabetically by the name of the account and divided by alphabetical tabs. Accounts were held with individuals, including faculty, staff and non-university...
Abstract The first thirty boxes of this thirty-eight box series hold the Investment Department Records for Northwestern University. These records are divided into four general categories: Yearly Investment Portfolios, Monthly Investment Portfolios, Changes in the Investment Portfolios, and Gift Memos. The Yearly Investment Portfolios are included for the years 1927-1929, 1938-1940, 1942-1943, 1945-1952, 1963, 1967, and 1969. These reports typically include a bond portfolio, a classified list of...
Abstract The series consists of various accounting reports, mostly dating from the 1930s to early 1940s. It is unclear why these reports were kept together. Some of the information in these reports was used to produce the University's annual Financial Reports (Series 07/00/11). The reports were prepared by several different accounting firms over the years: Arthur Young (1922-1933), Price Waterhouse (1934-1938), George Rossetter (1940, 1943), and Baumann, Finney (1944). In most cases, the date...
Abstract This series consists of correspondence, memoranda, reports, and forms related to the budget of the Department of Psychology. It is arranged in four categories: general budget and payroll files (1947-51, 1965-77); monthly budget statements (1973-78); budget-related correspondence with the Deans of the College of Arts and Sciences (1959-70); and materials relating to grants (1963-74).
Abstract This series, comprising sixteen boxes, is the administrative files of the Vice President and Business Manager, William Kerr. Kerr became the business manager on February 1, 1954, succeeding Harry L. Wells, who later retired from his vice presidency on September 1, 1954. Kerr became the vice president and business manager on October 11, 1954. He remained in the position until his retirement, August, 1980. The vice president and business manager's role was overseeing the operations of the...
Abstract Arthur T. Schmehling (1914- ) was associated with Northwestern University for forty-one years, beginning with his employment in the budget department in 1936. During the years that followed, he assumed broader responsibilities, serving progressively as Director of Student Finance, Manager of Accounting Records, Assistant Business Manager, Controller (1963-1969), and, from 1969 until his retirement in 1977, as Vice-president and Controller. Schmehling also served as a director of the...
Abstract Both Northwestern University's Evanston Campus and the city of Evanston originated with the purchase of 379 acres from John H. Foster by the University's Trustees in 1853. Over the next twelve years the University opened its doors, the village of Evanston was platted, recorded and incorporated, and the University acquired additional real estate holdings. The Trustees purchased the Billings, Robinson, and Snyder farms and were made a gift of lands owned by Orrington Lunt. These holdings made...
Abstract The Center for the Teaching Professions was established on September 1, 1969 under the administrative direction of Northwestern University's School of Education. The Center's purpose was to focus “its resources and energies on the problem of teaching within Northwestern University and in other educational contexts to provide both pre-service and in-service support for the development of more effective strategies for creative teaching and curriculum reform in all professions. The bulk of the...
Abstract The volumes in this series provide a comprehensive record of the financial transactions of Northwestern University between 1853 and 1903 and useful information on the years 1903-1933. The information recorded in these volumes included various expenditures for salaries, fuel, etc., and receipts for tuition, rents, investments, etc., in a double entry bookkeeping format. The volumes comprising this series are of two types. There are volumes of original entry and volumes of final entry. In the...
Abstract This series is comprised of annual reports reviewing the financial conditions of the University during the preceding year. They were prepared for submission to the Board of Trustees by a succession of university officials known sequentially as the Treasurer, Treasurer and Business Manager, Comptroller, etc. For the years 1850-1875, these reports may be found with the Minutes of the Board of Trustees. Beginning in 1876 the reports were published separately and have been bound. As of 1975...
Abstract This series consists of one volume in which University real estate sales information for forty one transactions, spanning the period November 22, 1886 to March 10, 1893, are recorded. Entries are chronological and include date of sale, buyer's name, sale price, terms of sale, date land was deeded to buyer, a legal description on the parcel, and remarks. The remarks cover payments made, notes on other University lands purchased by the same individual, and land traded as part of the sale. The...
Abstract This series includes two volumes used by the University Treasurer to record day to day transactions under his aegis from 1854 to 1870. The bulk of the transactions, both receipts and payments, were for cash. The transactions are entered chronologically, with each days' entries balanced at the close of the day. The cash received was credited to the Treasurer's cash account in the Accounts Ledgers and vouchers were credited or debited from the appropriate account. Entries are in a single entry...