Archives

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  
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

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

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
 

Properties
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

Wills
Avalabile upon request

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
 

Prepared by:Elizabeth B. Scott     October 14, 2003

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Maintained by Elizabeth Scott, last update - Friday December 01, 2006