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Vice President for Business and Finance. Board of Trustee Committees, bulk: 1956 - 2009

Identifier: RG04-01-02

Scope and Contents

The files contain materials used for meetings of the Finance Committe of the Board of Trustees. They may include agendas, minutes, financial reports, audit reports, statements and presentation documents from investment firms, and correspondence. Most files are for face-to-face meetings but some contain documentation sent out for conference calls. The Trustee Committee Notebook file is divided into 6 sections: Agendas, Minutes, Investment Policy, Former South Africa Investment Policy, Former Asset Allocations and Law Governing Endowment Management. The Finance Handbooks contain information on the 5-year financial model, budget, endowment fund, current funds, debts, any capital campaigns and statistics about students and faculty.


  • Creation: Majority of material found within 1956 - 2009


Conditions Governing Access

Records closed for 75 years from date of creation

Biographical / Historical

Davidson College hired its first Business Manager in 1913 and its first superintendent of buildings and grounds in 1912. Prior to that time, managerial and maintenance duties were assigned to individual faculty members. F. L. Jackson served as the College's Business Manager and Treasurer from 1913 to 1952. D. Grier Martin took over as Treasurer in 1952. Four years later, he was elected President of Davidson College. From 1958 to 1965, Martin served as both President and Treasurer. In 1965, the position of treasurer-business manager was established. Robert Currie, business manager since 1958 was elected to fill the new position. The treasurer-business manager was responsible for the operations of the physical plant, dormitories, laundry, bookstore and guest house as well as college finances. In 1971 a new position of Vice President for Finance and Development was established. The Vice Presidency oversaw four divisions: Business Manager, Comptroller, Development, and Personnel and Administrative Services. The college administration reorganized in 1974, eliminating the Vice Presidency and returning to the office of Business Manager. In 1987, the College created the position of Vice President of Business and Finance. This office oversees the areas of Controller, Human Resources, Physical Plant, Auxiliary Services, Public Safety, Administrative Services, and General Counsel. The Vice President also serves as the liaison for the Finance Committee of the Board of Trustees. In 2003 Robert Norfleet stepped down as Vice President. Karen Goldstein was selected for the position and started in March 2004. The Division of Business and Finance remained intact as before except for a brief period of six months when Human Resources reported to the Office of the President. Karen Goldstein will retire in December 2009.


21.00 boxes (21 boxes)




The files are arranged in chronological order by date of meeting. There are some subject files interfiled with the meeting files.

Physical Location

Range C Section 5

Immediate Source of Acquisition

Transferred from office, accession number 96-016


Repository Details

Part of the College Archives Repository