William & Mary Foundation records The William and Mary Foundation records UA 350

The William and Mary Foundation records UA 350


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Special Collections Research Center

spcoll@wm.edu

William & Mary Special Collections Research Center staff

Repository
Special Collections Research Center
Identification
UA 350
Title
The William & Mary Foundation records 1970-2018
Quantity
32 Linear Feet
Creator
The College of William & Mary Foundation (2006-)
Creator
Development Office--Endowment Association
Language
English .

Administrative Information

Conditions Governing Use

Before publishing quotations or excerpts from any materials, permission must be obtained from the Curator of Manuscripts and Rare Books, and the holder of the copyright, if not Swem Library.

Conditions Governing Access

Collection is open to all researchers. 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.


Scope and Contents

Endowment Association and Development Office Records which includes correspondence, financial records, committee reports, ledgers, resolutions, working papers, scrapbook, architectural renderings of the Special Collections wing of Swem Library and more.

The Endowment Association of the College of William & Mary in Virginia, Incorporated, founded in 1939, changed its name to The College of William & Mary Foundation on July 1, 2006. The Foundation's mission is "to aid, strengthen, and expand in every proper and useful way the work, usefulness and objects of" the College. The William & Mary Foundation manages the College's endowments, including the Athletic Educational Foundation and the Marshall-Wythe School of Law Foundation.

The Foundation is run by a professional staff along with a board of trustees made up of alumni and friends of the College. The trustees work with alumni, faculty, staff and others to obtain funding for scholarships, fellowships, professorships, facilities, and research.

Subjects and Indexing Terms

  • Agendas (administrative records)
  • College of William and Mary--University Development
  • Endowments
  • Financial records
  • Ledgers (Accounting)
  • Letters (correspondence)
  • Microfilms
  • Minutes
  • Reports
  • Universities and Colleges--Finance

Container List

Series 1: Accession 1984.073: Endowment Association Financial Reports
1942-1987.English.
  • Mixed Materials box: 1
    Reports
    English.
  • Mixed Materials box: 2
    Reports
    English.
  • Mixed Materials box: 3
    Reports
    English.
Series 2: Accession 1987.053: Endowment Fund Resolution
1987English.
Scope and Contents

Includes copies of resolutions passed by the Endowment Association and the Board of Visitors establishing funds and copies of forms with information about donors and gifts.

  • Mixed Materials box: 4
    Resolution
    English.
Series 3: Accession 1992.004: Endowment Ledgers
1949-1976English.
Scope and Contents

Microfilm.

  • Microform Reel: 1
    Ledgers
    English.
  • Microform Reel: 2
    Ledgers
    English.
  • Microform Reel: 3
    Ledgers
    English.
  • Microform Reel: 4
    Ledgers
    English.
  • Microform Reel: 5
    Ledgers
    English.
  • Microform Reel: 6
    Ledgers
    English.
  • Microform Reel: 7
    Ledgers
    English.
  • Microform Reel: 8
    Ledgers
    English.
  • Microform Reel: 9
    Ledgers
    English.
  • Microform Reel: 10
    Ledgers
    English.
  • Microform Reel: 11
    Ledgers
    English.
Series 4: Accession 1992.015 Endowment Association Records
1974-1988English.
Scope and Contents

Includes minutes, agendas, working papers, correspondence, Advancement Systems Committee files, President's Council files, and joint meeting files.

  • Mixed Materials box: 5
    Records
    English.
  • Mixed Materials box: 6
    Records
    English.
  • Mixed Materials box: 7
    Records
    English.
  • Mixed Materials box: 8
    Records
    English.
  • Mixed Materials box: 9
    Records
    English.
  • Mixed Materials box: 10
    Records
    English.
Series 5: Accession 1995.029: Endowment Association Investment Reports
1973-1983English.
Scope and Contents

Includes quarterly reports (1973-1983) and year end statements (1979-1982).

  • Mixed Materials box: 11
    Reports
    English.
  • Mixed Materials box: 12
    Reports
    English.
  • Mixed Materials box: 13
    Reports
    English.
  • Mixed Materials box: 14
    Reports
    English.
  • Mixed Materials box: 15
    Reports
    English.
  • Mixed Materials box: 16
    Reports
    English.
Series 6: Accession 2002.078: Development Office Records
1974-1994English.
Scope and Contents

Includes one scrapbook dated June 1979, Endowment Association minutes, and architectural renderings of the Special Collections wing of Swem library.

  • Mixed Materials box: 17
    Scrapbook, Minutes, Special Collections Architectural Drawings
    English.
Series 7: Office of University Development Records, Materials that were formerly part of the University Archives Publications Collection
English.
Scope and Contents

Board of Trustees reports, Certificate of Incorporation, committees, scholarships, endowments established, amendments and terminations; Annual report of the Treasurer; "Romance and Renaissance of the College"; "Ways and Means" bulletin; National Endowment of the Humanities; Friends of the College Reports. Annual Reports for 2010, 2011.

These are Boxes 10-23 of Development Department Records, Publications.

  • Mixed Materials box: 10-23
    Publications
    English.
Series 9: Accession 2024.298 Financial report booklets
2018-2021
  • Mixed materials box: 10-23
    2018 Financial report
    2018
  • Mixed materials box: 10-23
    2021 Financial report
    2021