Office of the Executive Vice President and Treasurer

Records , 1937-2006, n.d.

1 cu. ft. (3 document boxes)

Restrictions
Some material is restricted; please consult the University Archivist.

History--Biography
The Executive Vice President and Treasurer's Office was responsible for managing the financial affairs of Brandeis which included dealing with the University budget, investments, development, and grants. Lester G. Loomis served in this capacity for twenty-five years under various titles. From 1959 through 1964, Loomis held the position of the Director of University Finance Office. He was the Director of University Finance, dean of Financial Affairs in the administrative council from 1964 through 1970. From 1971 through 1984, Loomis served as Vice President for Financial affairs and University Treasurer. The University subsequently divided the position into its current configuration, a University Treasurer who reports to the Executive Vice President and Chief Operating Officer.

Scope and Contents
The materials in this collection were created from 1937 through 2006. Materials include correspondence, memos, notes, statistical data, and by- laws and copies of the University charter. Files in this collection relate to the incorporation of Brandeis, the University's budget, income through grants and development, and files on taxes and investments. Lester Loomis maintained all of the files in this collection. The correspondence files contain letters from Marver Bernstein and Norman Fink. There are also grant management files concerning the National Institute of Health and the Department of Health, Education, and Welfare.

Series
Early University Documents (box 1)
Correspondence Files (boxes 1-2)
Administrative Files (box 3)

Series Summary
Early University Documents
Inclusive dates: 1937-1982
Arrangement: Chronological
This series contains legal documents concerning the constitution and by-
laws of Brandeis University.

Correspondence Files
Inclusive dates: 1945-1980
Arrangement: Organized under subseries by correspondent
This series contains correspondence with President Marver Bernstein and
Norman S. Fink, Vice President of Development and University Relations,
concerning development and fundraising issues.

Administrative Files
Inclusive dates:1966-2006, n.d.
Arrangement: Organized under subseries then chronological
This series contains memos, correspondence, reports, statistical
information, and speaker's notes concerning general administrative
issues; raising money for the University through development and grant
management; budgetary issues, including files concerning the Budget
Finance Committee; and files concerning taxes, securities, and bank
investments.

      
Folder List
Early University Documents
Box 1
          Charter of Incorporation--Brandeis University, 1937-1947
          The Commonwealth of Massachusetts (Brandeis University Incorporation), 1937-1951
          Brandeis University--Revised Bylaws, 1955-1982

Correspondence Files
Box 1
      Norman S. Fink
          Resume, 1945-1979
          Development files, 1980
          gifts management files, 1980
          Development memos, 1980
     President Bernstein
          House Account deposits, 1973
          Presidents contingency, 1972-1973
          President's discretionary, 1972-1978

Administrative Files
Box 1
     Development Files
          Development--donations, 1958-1981
          Development Office, 1974, 1975 [2 folders]
          Development--"A Covenant With the Generations" campaign, 1974-1979
          Donation--Bequests sample, n.d.
     Grant Management Files
          N.I.H., 1974-1977
          D.H.E.W., 1973-1978 [3 folders]
Box 2
     Budget and Finance Files
          Budget Finance Committee, 1951-1952, 1955-1959 [2 folders]
          Budget, 1971-1972
          Fiscal Budget 1970-1971, 1970
          State of University's finances 1973, 1973-1974
          Faculty appointments and Budgets, 1963-1965 [3 folders]
     Tax files
           Tax reports, 1970
           City of New York, Tax collection correspondence, 1976
     Securities Files
          Securities, 1966-1969 [3 folders]
Box 3
     Bank Investments Files
          Newton Waltham Bank, 1960
          National Shawmut Bank of Boston, 1959-1972 [3 folders]
          Investments--Old Colony trust Co. recommendations, 1961-1962
          Investments-- Julian A Lerner Investment counsel fees, 1976-1979
     General Files
          General Information, 1966-1967
          Brandeis Speakers' Notes, 1971-1972
          Miscellaneous Speeches, 1967-1975
          Memos, 2006

Notes