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

Zona do título e menção de responsabilidade

Título próprio

Records of the Treasurer and Department of the Treasury

Designação geral do material

  • Documento textual
  • Material gráfico

Título paralelo

Outra informação do título

Título(s) de declaração(ões) de responsabilidade

Notas ao título

Nível de descrição

Série

Código de referência

F519-2

Zona de edição

Declaração de edição

Declaração de responsabilidade da edição

Zona de detalhes específicos de materiais

Declaração de escala (cartográfica)

Declaração de projeção (cartográfica)

Declaração de coordenadas (cartográfica)

Declaração de escala (arquitetural)

Autoridade emissora e denominação (filatélica)

Zona de datas de criação

Data(s)

  • 1926-2017 (Produção)

Zona de descrição física

Descrição física

4 m of textual records and other materials.

Zona dos editores das publicações

Título da editora

Títulos paralelos das publicações do editor

Outra informação do título das publicações do editor

Declaração de responsabilidade em relação à série editora

Numeração das publicações do editor

Nota sobre as publicações do editor

Zona da descrição do arquivo

Nome do produtor

História custodial

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.

Âmbito e conteúdo

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.

Zona das notas

Condição física

Fonte imediata de aquisição

Organização

Idioma do material

    Sistema de escrita do material

      Localização de originais

      Disponibilidade de outros formatos

      Restrições de acesso

      Termos de uso que regem, reprodução e publicação

      Instrumentos de descrição

      Instrumento de pesquisa transferido

      Materiais associados

      Includes 46 photographs, 8 paintings.

      Incorporações

      Identificador(es) alternativo(s)

      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

      Número normalizado

      Número normalizado

      Pontos de acesso

      Pontos de acesso - Assuntos

      Pontos de acesso - Locais

      Pontos de acesso - Nomes

      Pontos de acesso de género

      Zona do controlo

      Descrição do identificador do registro

      Identificador da instituição

      ON00340

      Regras ou convenções

      Estatuto

      Nível de detalhe

      Datas de criação, revisão ou eliminação

      Updated by Laura Hallman, August 2020.

      Idioma da descrição

        Sistema de escrita da descrição

          Fontes

          Área de ingresso