Séries 2 - Records of the Treasurer and Department of the Treasury

Área de título y declaración de responsabilidad

Título apropiado

Records of the Treasurer and Department of the Treasury

Tipo general de material

  • Textual record
  • Graphic material

Título paralelo

Otra información de título

Título declaración de responsabilidad

Título notas

Nivel de descripción

Séries

Código de referencia

F519-2

Área de edición

Declaración de edición

Declaración de responsabilidad de edición

Área de detalles específicos de la clase de material

Mención de la escala (cartográfica)

Mención de proyección (cartográfica)

Mención de coordenadas (cartográfica)

Mención de la escala (arquitectónica)

Jurisdicción de emisión y denominación (filatélico)

Área de fechas de creación

Fecha(s)

  • 1926-2017 (Criação)

Área de descripción física

Descripción física

4 m of textual records and other materials.

Área de series editoriales

Título apropiado de las series del editor

Títulos paralelos de serie editorial

Otra información de título de las series editoriales

Declaración de responsabilidad relativa a las series editoriales

Numeración dentro de la serie editorial

Nota en las series editoriales

Área de descripción del archivo

Nombre del productor

Historial de custodia

From 1925 the finances of the Church were supervised by the Treasurer, acting also as Secretary of the Finance Committee of General Council. When the Board of Finance was created in 1942, a Department of the Treasury was established as one of three departments. Its functions included accounting, banking, and investing the funds of the United Church, administration of property not controlled by other Divisions, action with regard to bequests, gifts and annuities, and all other financial operations normally associated with a treasury.

When the position of Board Secretary was created in 1963, some duties of financial supervision such as budget preparation were assumed from the Treasurer's position to the new office. The Department of the Treasury continued to function as the business office of the Church under the Treasurer, until this office was replaced by a Director of Financial Services in 1996. In 2001, the units in the General Council Office of the United Church underwent a massive restructuring process. The duties of the Treasury Department became part of “Financial Services” which reflected a more integrated approach. The Permanent Committee on Finance, a committee of the General Council, was also created and is responsible for overseeing and monitoring the financial life and policies of the General Council, including assets, income, expenditures, considerations of its short-and long-term financial issues, risk management, and investment and fund management; overseeing long-term financial planning of the General Council, recommending the overall expenditure and income budgets to the Executive; monitoring income, expenditures, assets, liabilities and capital initiatives and reporting them regularly to the Executive and recommending financial strategies. In 2009, Financial Services became the Finance Department and Stewardship Services work was transferred to the newly created Philanthropy Unit.

The Treasurers were Robert Laird, 1925-1940; Victor T. Mooney, 1943-1963; Harold L. Arnup, 1963-1966; Douglas N. Borgal, 1966-1977; William R. Davis, 1978-1983; and Kenneth H. Ward, 1984-1991, John R. Page, 1991-1992, Janet Lewis, 1994-1996. In 1996, a new position, Director of Financial Services, was created. Directors of Financial Services were Steven R. Adams, 1996-1998; and Linda C. Cottrell, 1998-2001.

Alcance y contenido

Series consists of the following subseries: 1) Minutes of Annual and Executive meetings, 1943-1994; 2) Audited financial statements and reports, 1925-2000; 3) Treasurer's reports, 1926-1983; 4) Treasurer’s Budget Files, 1938-1963; 5) General correspondence/specific subject files of Treasurer/Department of the Treasury, 1926-2015; 6) Records relating to land use planning for St. Clair Avenue area, Toronto, 1962-1985; 7) Records relating to Ryerson Press, 1968-1977; 8) Records relating to Dr. Robert McClure's fund-raising for overseas relief, 1969-1984; 9) Records of committees relating to management of national office personnel and building, 1954-1994; 10) Records of committees relating to information technologies in national office, 1980-1997; 11) Records of Investment Committee and its Proxy Sub-Committee, 1953-2017; 12) Records relating to interchurch cooperation on legal, financial and taxation issues, 1931-1990; 13) Records relating to Insurance, Property and Risk Management, 1937-1997.

Área de notas

Condiciones físicas

Origen del ingreso

Arreglo

Idioma del material

Escritura del material

Ubicación de los originales

Disponibilidad de otros formatos

Restricciones de acceso

Condiciones de uso, reproducción, y publicación

Instrumentos de descripción

Materiales asociados

Includes 46 photographs, 8 paintings.

Acumulaciones

Identificador/es alternativo(os)

Accession

1983.060C

Accession

1991.083C

Accession

1991.104C

Accession

1995.046C

Accession

1998.117C

Accession

2001.054C

Accession

2002.006C

Accession

2004.112C

Accession

2009.070C

Accession

2012.094C

Accession

2017.042C

Accession

2017.072C/TR

Accession

2017.152C

Accession

2017.175C

Accession

2018.100C

Accession

2018.101C

Accession

2018.118C

Accession

2018.140C

Accession

2018.227C/TR

Accession

2019.086C

Accession

2019.141C/TR

Accession

2019.155C

Accession

2020.077C

Área de número estándar

Número estándar

Puntos de acceso

Puntos de acceso por materia

Puntos de acceso por lugar

Puntos de acceso por autoridad

Tipo de puntos de acceso

Área de control

Identificador de registro de descripción

Identificador de la institución

ON00340

Reglas o convenciones

Estado de elaboración

Nivel de detalle

Fechas de creación, revisión o eliminación

Updated by Laura Hallman, August 2020.

Idioma de descripción

Escritura de la descripción

Fuentes

Área de Ingreso

Materias relacionadas

Personas y organizaciones relacionadas

Lugares relacionados

Tipos relacionados