Financial records series

Custodial History: 

Accruals 2007-004, 2007-007 were transferred to the University Archives by the Office of the President in 2002.

Start Date: 
1974
Geographic Access: 
Access Restriction: 

Access is restricted and requires permission of the Office of the President. Direct requests to the Library Director, Arthur A. Wishart Library. Researchers must adhere to applicable copyright law and privacy legislation.

Description Level: 
End Date: 
2004
Date Range: 
1974-2004
Repro Restriction: 

Access is restricted and requires permission of the Office of the President. Direct requests to the Library Director, Arthur A. Wishart Library. Researchers must adhere to applicable copyright law and privacy legislation.

Conservation: 

Minor conservation performed on series.

Scope Content: 

Consists of records generated, received and used by the Office of the President to carry out its functions as CEO of the university. Comprises the Presidents records of the Board of Governors, the Executive Committee of the Board of Governors, the AUC Foundation Board, the Foundation Finance Committee, the Pension Advancement Committee, and the Administrative Committee. Includes correspondence with and reports of and to the AUC Pension Plan and the Ontario Council on University Affairs. Also includes contracts with faculty and staff associations, by-laws, property transactions, and AUC operating statements. Consists of records documenting the Presidents' interactions with fund raising initiatives, donors, campus development, the Innovation Centre, the local boards of education, and several university committees of which the President is a member. Also comprises records generated and received by Dean Robert G. Ewing, PhD, and his successor, President Patrick J. Wesley, PhD. Records include correspondence, memoranda, reports, and other material concerning the Ministry of Colleges and Universities, the Council of Ontario Universities, the Wishart Library's operations, AV services, convocations, media information about AUC.

Repository: 
aua

Pension Advisory Committee

Start Date: 
2001
Description Level: 
End Date: 
2003
Date Range: 
2001 December - 2003 January
Physical Description: 

1.3 cm of textual records

rec_shelfloc: 
2007-004-001
Repository: 
Algoma University
Container Number: 
001

Pension Advisory Committee Minutes

Start Date: 
2001
Description Level: 
End Date: 
2001
Date Range: 
2001 March - 2001 May
Physical Description: 

.7 cm of textual records

rec_shelfloc: 
2007-004-001
Repository: 
Algoma University
Container Number: 
001

Pension Advisory Committee Minutes

Start Date: 
1999
Description Level: 
End Date: 
2000
Date Range: 
1999 October - 2000 May
Physical Description: 

1.5 cm of textual records

rec_shelfloc: 
2007-004-001
Repository: 
Algoma University
Container Number: 
001

AUC Pension Plan Financial Statements

Start Date: 
1985
Description Level: 
End Date: 
2004
Date Range: 
1985 April - 2004 April
Physical Description: 

2.5 cm of textual records

rec_shelfloc: 
2007-004-016
Repository: 
Algoma University
Container Number: 
016

AUC Pension Plan Financial Statements

Start Date: 
1991
Description Level: 
End Date: 
2003
Date Range: 
1991 June - 2003 June
Physical Description: 

1.5 cm of textual records

rec_shelfloc: 
2007-004-016
Repository: 
Algoma University
Container Number: 
016

AUC Pension Plan Actuarial Valuation

Start Date: 
1994
Description Level: 
End Date: 
1994
Date Range: 
1994 September
Physical Description: 

.5 cm of textual records

rec_shelfloc: 
2007-004-016
Repository: 
Algoma University
Container Number: 
016

AUC Pension Plan Actuarial Valuation

Start Date: 
1989
Description Level: 
End Date: 
1989
Date Range: 
1989 July
Physical Description: 

.3 cm of textual records

rec_shelfloc: 
2007-004-016
Repository: 
Algoma University
Container Number: 
016

AUC Pension Plan Financial Statements

Start Date: 
1998
Description Level: 
End Date: 
1998
Date Range: 
1998 February
Physical Description: 

.4 cm of textual records

rec_shelfloc: 
2007-004-016
Repository: 
Algoma University
Container Number: 
016

AUC Operating Statements

Start Date: 
2003
Description Level: 
End Date: 
2004
Date Range: 
2003 July - 2004 January
Physical Description: 

1.3 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
2003
Description Level: 
End Date: 
2003
Date Range: 
2003 January - 2003 June
Physical Description: 

1 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
2002
Description Level: 
End Date: 
2002
Date Range: 
2002 August - 2002 September
Physical Description: 

.5 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
2002
Description Level: 
End Date: 
2002
Date Range: 
2002 January - 2002 June
Physical Description: 

.5 cm in textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
2001
Description Level: 
End Date: 
2001
Date Range: 
2001 April - 2001 December
Physical Description: 

.5 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
2001
Description Level: 
End Date: 
2001
Date Range: 
2001 January - 2001 March
Physical Description: 

.4 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
2000
Description Level: 
End Date: 
2000
Date Range: 
2000 April - 2000 December
Physical Description: 

.8 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
2000
Description Level: 
End Date: 
2000
Date Range: 
2000 January - 2000 March
Physical Description: 

.4 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
1999
Description Level: 
End Date: 
1999
Date Range: 
1999 August - 1999 December
Physical Description: 

.6 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
1999
Description Level: 
End Date: 
1999
Date Range: 
1999 January - 1999 June
Physical Description: 

.5 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
1998
Description Level: 
End Date: 
1998
Date Range: 
1998 July - 1998 December
Physical Description: 

.3 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

Draft Budget

Start Date: 
1998
Description Level: 
End Date: 
1998
Date Range: 
1998 May
Physical Description: 

.1 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
1998
Description Level: 
End Date: 
1998
Date Range: 
1998 January - 1998 April
Physical Description: 

.3 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
1997
Description Level: 
End Date: 
1997
Date Range: 
1997 January - 1997 December
Physical Description: 

.5 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUC Operating Statements

Start Date: 
1996
Description Level: 
End Date: 
1996
Date Range: 
1996 January - 1996 December
Physical Description: 

1 cm of textual records

rec_shelfloc: 
2007-004-017
Repository: 
Algoma University
Container Number: 
017

AUSA Financial Statement

Start Date: 
1997
Description Level: 
End Date: 
1998
Date Range: 
1997-1998
Physical Description: 

.2 cm of textual records

rec_shelfloc: 
2007-004-019
Repository: 
Algoma University
Container Number: 
019

Laurentian University Budget

Start Date: 
1990
Description Level: 
End Date: 
1991
Date Range: 
1990-1991
Physical Description: 

.4 cm of textual records

rec_shelfloc: 
2007-004-022
Repository: 
Algoma University
Container Number: 
022

AUC Budget (1 of 3)

Start Date: 
1990
Description Level: 
End Date: 
1991
Date Range: 
1990-1991
Physical Description: 

1.4 cm of textual records

rec_shelfloc: 
2007-004-022
Repository: 
Algoma University
Container Number: 
022

AUC Budget (2 of 3)

Start Date: 
1990
Description Level: 
End Date: 
1991
Date Range: 
1990-1991
Physical Description: 

.5 cm of textual records

rec_shelfloc: 
2007-004-022
Repository: 
Algoma University
Container Number: 
022

AUC Budget (3 of 3)

Start Date: 
1990
Description Level: 
End Date: 
1991
Date Range: 
1990-1991
Physical Description: 

1 cm of textual records

rec_shelfloc: 
2007-004-022
Repository: 
Algoma University
Container Number: 
022

AUC Budget

Start Date: 
1977
Description Level: 
End Date: 
1978
Date Range: 
1977-1978
Physical Description: 

.1 cm of textual records

rec_shelfloc: 
2007-004-022
Repository: 
Algoma University
Container Number: 
022

AUC Budget

Start Date: 
1976
Description Level: 
End Date: 
1977
Date Range: 
1976-1977
Physical Description: 

.5 cm of textual records

rec_shelfloc: 
2007-004-022
Repository: 
Algoma University
Container Number: 
022

AUC Budget

Start Date: 
1975
Description Level: 
End Date: 
1976
Date Range: 
1975-1976
Physical Description: 

.7 cm of textual records

rec_shelfloc: 
2007-004-022
Repository: 
Algoma University
Container Number: 
022

AUC Budget Considerations and Rough Preparations

Start Date: 
1975
Description Level: 
End Date: 
1976
Date Range: 
1975-1976
Physical Description: 

1 cm of textual records

rec_shelfloc: 
2007-004-022
Repository: 
Algoma University
Container Number: 
022

AUC Operating Budgets

Start Date: 
1974
Description Level: 
End Date: 
1975
Date Range: 
1974-1975
Physical Description: 

.5 cm of textual records

rec_shelfloc: 
2007-004-022
Repository: 
Algoma University
Container Number: 
022

Purchase of Property from the Anglican Diocese

Start Date: 
1985
Description Level: 
End Date: 
1985
Date Range: 
1985
Physical Description: 

1.3 cm of textual records

rec_shelfloc: 
2007-004-025
Repository: 
Algoma University
Container Number: 
025

AUC Budget

Start Date: 
1999
Description Level: 
End Date: 
2000
Date Range: 
1999-2000
Physical Description: 

.3 cm of textual records

rec_shelfloc: 
2007-007-001
Repository: 
Algoma University
Container Number: 
001

Universities: Funding

Start Date: 
1998
Description Level: 
End Date: 
1998
Date Range: 
1998
Physical Description: 

.5 cm of textual records

rec_shelfloc: 
2007-007-001
Repository: 
Algoma University
Container Number: 
001

Canadian Fundraiser

Start Date: 
1999
Description Level: 
End Date: 
1999
Date Range: 
1999
Physical Description: 

.2 cm of textual records

rec_shelfloc: 
2007-007-001
Repository: 
Algoma University
Container Number: 
001

Fundraising

Start Date: 
1988
Description Level: 
End Date: 
1993
Date Range: 
1988-1993
Physical Description: 

1.3 cm of textual records

rec_shelfloc: 
2007-007-001
Repository: 
Algoma University
Container Number: 
001

Fundraising

Start Date: 
1979
Description Level: 
End Date: 
1985
Date Range: 
1979-1985
Physical Description: 

1.2 cm of textual records

rec_shelfloc: 
2007-007-001
Repository: 
Algoma University
Container Number: 
001

Niki Goldschmidt Scholarship Fund

Start Date: 
1999
Description Level: 
End Date: 
2000
Date Range: 
1999-2000
Physical Description: 

.7 cm of textual records

rec_shelfloc: 
2007-007-001
Repository: 
Algoma University
Container Number: 
001

Fundraising-Various Tips

Start Date: 
1992
Description Level: 
End Date: 
1998
Date Range: 
1992-1998
Physical Description: 

.5 cm of textual records

rec_shelfloc: 
2007-007-001
Repository: 
Algoma University
Container Number: 
001

Fundraising File

Start Date: 
1979
Description Level: 
End Date: 
1982
Date Range: 
1979-1982
Physical Description: 

2.5 cm of textual records

rec_shelfloc: 
2007-019-001
Repository: 
Algoma University
Container Number: 
001

Bursaries

Start Date: 
1998
Description Level: 
End Date: 
1998
Date Range: 
1998
Physical Description: 

.1 cm of textual records

rec_shelfloc: 
2007-022-001
Repository: 
Algoma University
Container Number: 
001

Operating Statements

Start Date: 
1997
Description Level: 
End Date: 
1998
Date Range: 
1997-1998
Physical Description: 

.2 cm of textual records

rec_shelfloc: 
2007-022-002
Repository: 
Algoma University
Container Number: 
002

Tuition

Start Date: 
1998
Description Level: 
End Date: 
1999
Date Range: 
1998-1999
Physical Description: 

.2 cm of textual records

rec_shelfloc: 
2007-022-003
Repository: 
Algoma University
Container Number: 
003

Tuition

Start Date: 
1997
Description Level: 
End Date: 
1997
Date Range: 
1997
Physical Description: 

.1 cm of textual records

rec_shelfloc: 
2007-022-003
Repository: 
Algoma University
Container Number: 
003

MTCO

Publication: 
Volume: 
Scan Resolution: 
Issue: 
Standard No: 
Scan Date: 
Scale: 
Language: 
Master scans folder location: 
Responsibility: 
Custodial History: 
Start Date: 
2010
Description Level: 
End Date: 
2017
Style or Pattern: 
Process: 
Date Range: 
2010-2017
Marks: 
Language: 
English
Physical Description: 

1.5 cm of textual records.

rec_shelfloc: 
2018-021-002
Repository: 
Algoma University Archive
Container Number: 
002
Conclusions: 
Storage Method: