<?xml version='1.0' encoding='UTF-8'?><ead xmlns="urn:isbn:1-931666-22-9" xmlns:xlink="http://www.w3.org/1999/xlink" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="urn:isbn:1-931666-22-9 https://www.loc.gov/ead/ead.xsd"><eadheader countryencoding="iso3166-1" dateencoding="iso8601" langencoding="iso639-2b" repositoryencoding="iso15511"><eadid countrycode="US" mainagencycode="US-viw">Office-of-Finance-Records</eadid><filedesc><titlestmt><titleproper type="filing">Finance, Office of</titleproper><titleproper>Guide to the Office of Finance Records <num>UA 223</num></titleproper><author>SCRC staff.</author></titlestmt><publicationstmt><publisher>Special Collections Research Center</publisher><p id="logostmt"><extref xlink:actuate="onLoad" xlink:href="https://ead.lib.virginia.edu/vivaead/logos/wm.jpg" xlink:show="embed" xlink:type="simple"/></p><p><date>2007-08-09</date></p><address><addressline>William &amp; Mary Special Collections Research Center</addressline><addressline>Earl Gregg Swem Library</addressline><addressline>400 Landrum Dr</addressline><addressline>Williamsburg, Virginia</addressline><addressline>Business Number: 757-221-3090</addressline><addressline>spcoll@wm.edu</addressline><addressline>URL: <extptr xlink:href="https://libraries.wm.edu/libraries-spaces/special-collections" xlink:show="new" xlink:title="https://libraries.wm.edu/libraries-spaces/special-collections" xlink:type="simple"/></addressline></address></publicationstmt></filedesc><profiledesc><creation>This finding aid was produced using ArchivesSpace on <date>2025-05-15 12:19:29 -0400</date>.</creation><langusage>English</langusage><descrules>Describing Archives: A Content Standard</descrules></profiledesc></eadheader><archdesc level="collection">
  <did>
    <repository>
      <corpname>Special Collections Research Center</corpname>
    </repository>
    <unittitle>Office of Finance Records</unittitle>
    <origination label="Creator">
      <corpname source="local">Office of the Vice President for Finance</corpname>
    </origination>
    <unitid>UA 223</unitid>
    <unitid type="aspace_uri">/repositories/2/resources/1293</unitid>
    <physdesc altrender="whole">
      <extent altrender="materialtype spaceoccupied">52.20 Linear Feet</extent>
    </physdesc>
    <unitdate datechar="creation" normal="1978/1978" type="inclusive">1978 - ongoing</unitdate>
    <unitdate datechar="creation" type="bulk">1995-2005</unitdate>
    <langmaterial id="aspace_1058af0e7f464b5b475c41d8a4aa5e01"><language encodinganalog="041" langcode="eng">English</language></langmaterial>
  </did>
  <bioghist id="aspace_7652c932e07234ff67477ea021e6219e">
    <head>Historical Note:</head>
<p>Samuel E. Jones, class of 1975, was the Vice President for Finance as of 2007. Further information about this individual or organization may be available in the Special Collections Research Center Wiki: <extref xlink:href="http://scdbwiki.swem.wm.edu/wiki/index.php/Office_of_the_Vice_President_for_Finance" xlink:title="Office of the Vice President for Finance"/>.</p>  </bioghist>
  <acqinfo id="aspace_6aa3091fc318e2848c9cc0e7ca238ac9">
    <head>Acquisition Information:</head>
<p>Acquisition information for material received after 7/13/2009 is available by consulting a Special Collections Research Center staff member.</p>  </acqinfo>
  <custodhist id="aspace_ef328cd480e32f8e05e723aae677914a">
    <head>Custodial History:</head>
<p>Part of this collections was previously part of the University Archives Publications Collection.</p>  </custodhist>
  <processinfo id="aspace_9e2a3eb8f13d553d2ef34f9fc81b4c44">
    <head>Processing Information:</head>
<p>Acc. 2010.184 accessioned and minimally processed by Steven Bookman, University Archives Specialist, in April 2010; Acc. 2012.021 accessioned and minimally processed by Steven Bookman, University Archives Specialist, in February 2012. Acc. 2012.275 accessioned and minimally processed by Steven Bookman, University Archives Specialist, in July 2012.</p>  </processinfo>
  <userestrict id="aspace_d693394d254908573b9132b03b32a785">
    <head>Conditions Governing Use:</head>
<p>Before reproducing or quoting from any materials, in whole or in part, permission must be obtained from the Special Collections Research Center, and the holder of the copyright, if not Swem Library.</p>  </userestrict>
  <accessrestrict id="aspace_b216cc66e25fd6e374caeb9173867c82">
    <head>Conditions Governing Access:</head>
<p>This collection contains material which may be restricted related to personnel matters, student records, or other reasons. A Special Collections Research Center staff member must review the collection for restricted material before any researchers may use the collection. Consult a staff member for assistance. Manuscript collections and archival records may contain materials with sensitive or confidential information that is protected under federal or state right to privacy laws and regulations, such as the Virginia Public Records Act (Code of Virginia. § 42.1-76-91); and the Virginia Freedom of Information Act (Code of Virginia § 2.2-3705.5). Confidential material may include, but is not limited to, educational, medical, and personnel records. If sensitive material is found in this collection, please contact a staff member immediately. The disclosure of personally identifiable information pertaining to a living individual may have legal consequences for which the College of William and Mary assumes no responsibility.</p>  </accessrestrict>
  <prefercite id="aspace_4f889f34350d949401639627d91b9ce5">
    <head>Preferred Citation:</head>
<p>Office of Finance Records, Special Collections Research Center, Swem Library, College of William and Mary.</p>  </prefercite>
  <relatedmaterial id="aspace_3edd9e48858451978e62b43dc5619538">
    <head>Related Materials:</head>
<p>Vice President for Administration and Finance Records (UA 127); Vice President for Business Affairs Records (UA 63); Board of Visitors Records (UA 1); various accessions under the Office of the President Records.</p>  </relatedmaterial>
  <arrangement id="aspace_abf66cd16eb60c909a129cde7fb81bf4">
    <head>Arrangement of Materials:</head>
<p>This collection is not yet fully arranged and described. Researchers may wish to consult with a staff member for further information in advance of using the collection.</p>  </arrangement>
  <scopecontent id="aspace_d3ce0665f3d76f021acfdb8cd971e686">
    <head>Scope and Contents</head>
<p>This collection contains correspondence, reports, committee files, and other material from the Office of Finance at the College of William and Mary. Included in the records are budget reports, correspondence with the Virginia Attorney General and the Governor of Virginia, legislation from the Virginia General Assembly, as well as material from campus committee meetings. Please see the finding aid/inventory section of this finding aid for more information about this collection.</p>  </scopecontent>
  <controlaccess>
    <genreform source="aat">Agendas (administrative records)</genreform>
    <genreform source="aat">Correspondence</genreform>
    <genreform source="aat">Financial records</genreform>
    <genreform source="aat">Records (documents)</genreform>
    <genreform source="aat">Reports</genreform>
    <subject source="local">Finances</subject>
    <subject source="lcsh">Universities and colleges--Administration--United States</subject>
    <subject source="lcsh">Virginia. General Assembly</subject>
    <corpname source="local">College of William and Mary Endowment Association</corpname>
    <corpname source="lcnaf">College of William and Mary. Board of Visitors</corpname>
  </controlaccess>
  <dsc><c id="aspace_c690d8f1c8879b75c15c6975e1e1fa1e" level="series"><did><unittitle>Publications</unittitle><unitid>id132756</unitid><unitid type="aspace_uri">/repositories/2/archival_objects/125908</unitid></did><c id="aspace_2fb43a199851a495e164358e4b495251" level="file"><did><unittitle>Educational and General Accounts</unittitle><unitid>id261937</unitid><unitid type="aspace_uri">/repositories/2/archival_objects/125914</unitid><unitdate datechar="creation" type="inclusive">2001-05-23T00:00:00.000</unitdate><container altrender="Records Carton" id="aspace_8eccae79894ed9619b725fe9fc82a851" label="Mixed Materials" type="Box">1</container><container id="aspace_13185031829e7ac184507a95f94c558f" label="Mixed Materials" type="Folder">1</container></did><scopecontent id="aspace_983c46021f8d774e5eb2f937057ccb4b"><head>Scope and Contents</head><p>memo from VP of Finance, Samuel E Jones, to Deans, VP, Directors and Department Chairs on the limitations to E&amp;G accounts for Jan-June, 2001</p></scopecontent></c><c id="aspace_91c35841f8db5d07c15eaf371aa8c9b0" level="file"><did><unittitle>Year End Audit</unittitle><unitid>id261938</unitid><unitid type="aspace_uri">/repositories/2/archival_objects/125915</unitid><unitdate datechar="creation" type="inclusive">June 30, 2008</unitdate><container altrender="Records Carton" id="aspace_4957846582fd1a85211d9b325ea46899" label="Mixed Materials" type="Box">1</container><container id="aspace_afea6ecc74378d48d864b34a7036a68a" label="Mixed Materials" type="Folder">2</container></did></c><c id="aspace_642b6dc05fc9dcc48261e61672da813d" level="file"><did><unittitle>Consolidated Financial Report</unittitle><unitid>id261941</unitid><unitid type="aspace_uri">/repositories/2/archival_objects/125916</unitid><unitdate datechar="creation" type="inclusive">June 30, 2010</unitdate><container altrender="Records Carton" id="aspace_62102cd8d050b13c2f34d3bb4bd9c18b" label="Mixed Materials" type="Box">1</container><container id="aspace_1f95e7ad5c73a53491c2e30f9c336ad9" label="Mixed Materials" type="Folder">3</container></did><scopecontent id="aspace_b7d85ff8e92933877c4467a000dd9ab9"><head>Scope and Contents</head><p>2009-2010 consolidatd financial report for College of W&amp;M and Richard Bland College</p></scopecontent></c><c id="aspace_643dab53e542a97db6b9ba1e7270a61b" level="file"><did><unittitle>Consolidated Financial Report</unittitle><unitid>id261942</unitid><unitid type="aspace_uri">/repositories/2/archival_objects/125917</unitid><unitdate datechar="creation" type="inclusive">June 30, 2011</unitdate><container altrender="Records Carton" id="aspace_df0fecaf4bc8bdefd77bcdd5f268e8af" label="Mixed Materials" type="Box">1</container><container id="aspace_328d9599a25df50060dd195fa56d88c6" label="Mixed Materials" type="Folder">4</container></did><scopecontent id="aspace_cb3b641ede67a9e4dc91ffcbc3b466a7"><head>Scope and Contents</head><p>2010-2011 Consolidated financial report for College of W&amp;M and Richard Bland College</p></scopecontent></c></c><c id="aspace_dc01f41f106c6abbc9635236b4aafa82" level="series"><did><unittitle>Acc. 2010.184</unittitle><unitid>id132759</unitid><unitid type="aspace_uri">/repositories/2/archival_objects/125909</unitid><unitdate datechar="creation" type="inclusive">1978-2000</unitdate></did><scopecontent id="aspace_e78452d1ba153b1d308acb95c28dad49"><head>Scope and Contents</head><p>This series contains subject files from the Office of the Vice President for Finance from 1978 to 2000, with the bulk of the records dating from 1995 to 2000. Some of the topics include budget reports, the Virginia General Assembly, campus committees, and Board of Visitors meetings.</p></scopecontent></c><c id="aspace_7fe260ea61bba4510f774c83a8ad1618" level="series"><did><unittitle>Acc. 2012.021</unittitle><unitid>id132760</unitid><unitid type="aspace_uri">/repositories/2/archival_objects/125910</unitid><unitdate datechar="creation" type="inclusive">2000-2007</unitdate></did><scopecontent id="aspace_6bae59e6d98fdbbb521f2472fd122a3a"><head>Scope and Contents</head><p>This series contains correspondence, financial reports, and other material collected by the Office of Finance related to the Commonwealth of Virginia from 2000-2007. Included are budget reports, correspondence with the Virginia Attorney General, Virginia General Assembly Legislation, correspondence from the Governor of Virginia's office, and State Council for Higher Education in Virginia reports.</p></scopecontent></c><c id="aspace_7f704833175d01d3dba97293f12bf644" level="series"><did><unittitle>Acc. 2012.275</unittitle><unitid>id150052</unitid><unitid type="aspace_uri">/repositories/2/archival_objects/125911</unitid><unitdate datechar="creation" type="inclusive">1993-2008</unitdate></did><scopecontent id="aspace_9aeefa69f0091dccc16c118553fcd965"><head>Scope and Contents</head><p>This series contains subject files from the Vice President of Finance office at the College of WIlliam and Mary. Included are reports from meetings of the Board of Visitors, subject files on the College of William and Mary restructuring from 2005-2008, correspondence related to the establishment of the New Town project, and meeting minutes of the Endowment Association.</p></scopecontent></c><c id="aspace_09281a85e91e4efae950fc39a0b0c14a" level="series"><did><unittitle>Acc. 2014.128</unittitle><unitid>id242625</unitid><unitid type="aspace_uri">/repositories/2/archival_objects/125912</unitid><unitdate datechar="creation" type="inclusive">1995-2011</unitdate></did><scopecontent id="aspace_c9c15495daf884a24499237dc84db7db"><head>Scope and Contents</head><p>This series contains subject files from the Vice President for Finance office and includes financial reports, correspondence with the State Council for Higher Educaiton, and other records.</p></scopecontent></c></dsc>
</archdesc>
</ead>