Finance

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          Finance

            24 Archival description results for Finance

            22 results directly related Exclude narrower terms
            Amalgamation Process series
            CA ON00279 F01-S099 · Series · 1996-2013

            This series contains records relevant to the Congregation of the Sisters of St. Joseph of the diocese of London’s amalgamation with the Hamilton, Pembroke, and Peterborough congregations to become the Congregation of the Sisters of St. Joseph in Canada. The records are from before, during, and just after the amalgamation. While material concerns all four of the congregations and the Federation of the Sisters of St. Joseph of Canada, it was created by and primarily concerns the London Sisters.

            The Federation of the Sisters of St. Joseph of Canada was heavily involved in driving the amalgamation. In 1996 a video was shown to the London Sisters to bring awareness of the prospects of the religious communities and proposed uniting as one congregation. The London Sisters individually wrote reflections on this video. From 2007 to 2009 the Federation operated the Oneness Project which focused on interconnectedness and unity amongst the Sisters of St. Joseph and assessed four potential options of collaboration, one of which was amalgamation. This project resulted in newsletters, presentation slides, and the “Wisdom Gathering” report prepared by Sister Veronica O’Reilly. There is feedback from the London Sisters to the Oneness Project and the options presented at the 2009 Assembly.

            Many of the records involved preparation for the amalgamation and the legal, organizational, and financial concerns related to the amalgamation. Other congregations of the Sisters of St. Joseph in the United States had undergone similar union of congregations. A booklet, timelines of their process, and minutes from meetings with these American Sisters were amassed by the Canadian Sisters in preparation for their own amalgamation.

            Many committees and teams were formed and involved with preparing for and facilitating the transition, creating new goals and organizational structures for the amalgamated congregation, and communicating the process to the Sisters. Prayer pamphlets, minutes, and agendas from meetings as well as correspondence, newsletters, and reports from these teams and committees are present in this series. Those prominently featured are the Core and Local Futuring Teams, the Transitional Team, the Design Team, Chapter Planning Committee, Materials Resource Committee, Lay Advisory Committee, Website Committee, and the General Council. Select major topics include by-laws, insurance, finances, internal organizational structure, future planning, canonical and civil law requirements, and the creation of a website for the amalgamated congregation. There is also preparation for, and reports from, various Chapters and the Assembly where amalgamation and other options proposed by the Federation were discussed and voted on.

            Another report included is “Evolving Design” which was created as part of the amalgamation process to outline the goals, governance, and process of the amalgamated congregation. There are several versions of this document from its creation process. It is based on the Sisters’ feedback on the congregation’s collective vocation and outlines the charism, the leadership structure, the role of the General Chapter, and contains a transitional constitution for the Sisters. It also outlines the duties of the Transitional Team.

            There were many legal and financial issues which had to be addressed during the amalgamation. Forms, agreements, by-laws, acts, and correspondence with the Holy See, the Canadian government, solicitors, and Father Francis G. Morrisey about canonical and civil legal requirements for the amalgamation are present in this series. Some by-laws are internal and concern the operations and structures of the amalgamated congregation. Financial records, including budgets and arrangements for transfer of assets, for both the individual and amalgamated congregation are also included. There are also various iterations of guiding principles for the transition process and the amalgamated congregation.

            The Sisters of St. Joseph of London had their final, binding vote on amalgamation at the Special Chapter in November of 2011 and there is an album of photographs documenting the event. The formal installation of leadership of the amalgamated congregation was held in 2013, and there is an invitation and brochure from the event. There are also correspondence and statements concerning press releases about the amalgamation.

            Congregation of the Sisters of St. Joseph in Canada (London, Ont.)
            CA ON00279 F01-SF17 · Sous-fonds · 1981-2019

            This sous-fonds contains directories, newspaper clippings, financial records, correspondence, presentation talking points, photographs, photo albums, promotional materials, a survey, handbooks, crafts, history timelines, meeting minutes, and reports. These records relate to the administration and operation of the Associates Program.

            Associates Program (London, Ont.)
            CA ON00279 40 · Series · 1947-1991

            This series contains records concerning the involvement of the Sisters of St. Joseph of Pembroke with St. Joseph’s Hospital in Barrhead, Alberta. The records cover the establishment of the hospital, the administration and operation of the hospital, the transfer of the hospital, and the Sisters’ involvement with the Catholic Hospital Association and the Alberta Hospital Association. Materials include financial records, agreements for the purchase and sale of property, annals, memoirs, pamphlets, booklets, newsletters, lot maps, hospital floor plans, hospital bylaws, correspondence, and photographs. The major topics within the correspondence include establishing and operating the hospital, finances, the purchase and sale of property, construction and renovations, Catholic hospitals and medical ethics in Alberta, the changing role of Sisters in the hospital, and the relinquishing of ownership of the hospital. The photographs are of the hospital and Sisters at various events and locations.

            Congregation of the Sisters of St. Joseph in Canada (Pembroke, Ont.)
            CA ON00373 RG 1 · Fonds · predominant 1849-2014

            Fonds consists of records that reflect the functions and activities of Council as a legislative and regulatory body in legal matters, taxation, justice and public protection, education, public health and welfare, finance, public accountability and planning. Records include, but are not limited to: working papers, minutes and resolutions, by-laws, reports to Council, and Court of Revision Records. The fonds chronicles Council activities and functions, and documents decisions and deliberations, and relationship with the civic administration, the Province of Ontario, the County of York, the Village of Woodbridge before 1971, and the Regional Municipality of York after 1971.

            City of Vaughan (Ont.). Council
            CA ON00279 F01-S126 · Series · 1966-1982, 2006

            This series consists of committee reports by the Religious Education Program’s committees, of constitutions for the Sisters’ Council, of correspondence to and from the Sisters’ Council, of two newsclippings, and one agenda with hymns and prayers, and correspondence related to the Diocese of London’s 150th anniversary, of the treasurer’s report presented to the Sisters’ Council, of a study on the use of Chapels of Reservation, of membership lists for the Sisters’ Council, of newsletters created by the Council as well as by the Sisters’ Committee of the Essex Deanery, of questionnaires and correspondence related to the planning of the Study Days planned by the Sisters’ Council, and of the minutes, agendas, and surveys and questionnaires to aid event planning during the Sisters’ Council’s meetings.

            Congregation of the Sisters of St. Joseph in Canada (London, Ont.)
            CA ON00159 P090 · Fonds · 1888-1915

            This fonds consists of chattel mortgages and chattel mortgage renewals filed at Manitoulin District Court from 1888 to 1915. The records provide information on what moveable property was held as collateral security.

            District Court of Manitoulin
            Donations series
            CA ON00279 F01-S131 · Series · 1995-2017

            The series contains records documenting the various activities of the London Donations Committee. These include charitable donations in Canada and abroad, educational bursaries given predominantly to community members in London and southwestern Ontario, as well as donor awards and recognitions received by the Sisters of St. Joseph. Records include administrative correspondence, annual reports, newsletters, press clippings, a magazine, photographs, certificates, and a plaque.

            Congregation of the Sisters of St. Joseph in Canada (London, Ont.)
            Finance
            CA ON00279 HF02-S003 · Series · 1959-1968
            Part of Mount St. Joseph Centre fonds

            This series is comprised of budgets showing receipts and disbursements, including office supplies, insurance, food, repairs, recreation, and staff training. Salaries and wages of staff members are also recorded. The Centre’s receipts came from the Province of Ontario, membership fees, donations, assessments, and the contributions from the Sisters of St. Joseph.

            Finance
            CA ON00279 HF01-S004-01 · Subseries · 1967-2004
            Part of Guatemala Annals series

            This sub-series comprises details concerning expenses and financial initiatives during and after the Guatemala mission. There are expense reports detailing building and transportation expenditures. There is a list of donations sent to Guatemala complete with donor information. Guatemalan children were sponsored through a beca student sponsorship program that helped cover educational costs. Information about donations and aid recipients in this program is provided. There is also correspondence discussing the Sisters’ accounts. The Sisters’ continued financial support after they left the mission is recorded in monthly statements and correspondence.

            Finance series
            CA ON00279 F01-S135 · Series · 1900-2008

            This series contains records concerning the finances of the congregation of the Sisters of St. Joseph in London, Ontario. This includes financial reports, logs, and budgets as well as correspondence and reports on topics related to the Sisters’ finances such as taxes, bonds and loans, retirements, property, and policies.

            The Sisters were diligent in tracking their income, assets, and expenses and in planning for their financial futures. There are logs and financial summaries of Sisters’ patrimony and dowries, revenue (including bequests), expenditures, and of collections and episcopal charities for the diocese of London. There are also records of individual Sisters’ requests for funds and dispensation from dowries. The Sisters had strict regulations for borrowing money and their policies are included alongside correspondence with solicitors and barristers, certificates of incineration for bonds, and meeting minutes concerning mortgage bonds and banking resolutions. There are also contracts with London Electrical Company and Bell Telephone Company of Canada.

            In addition to the mortgages mentioned above, there are more records concerning the assets of the Sisters. Some meeting minutes and correspondence are concerned with financial and property restrictions, the religious order’s tax exemption, and conservation authority restrictions in relation to their properties. There are various lists and timelines of the Sisters’ properties which include information on purchase and sale prices, deeds, and expenses. For some specific properties there is also correspondence about research at the City Registry Office and financial reports for construction projects. For Sacred Heart Convent there are lot maps and an architectural drawing. The “Group Advising on Property” conducted a study on the Sisters’ usage of, cost, and history of their lake house properties. The report and meeting minutes evaluating these properties are present. The Sisters also commissioned assessments on their assets which include site evaluation reports for Holy Rosary Convent in Windsor and two London properties, one on Queens Avenue and the other the spiritual retreat centre, Medaille House. Also in this series are correspondence, contracts, and invoices from Gemart Appraisal Associates for the appraisal of material possessions.

            The Sisters of St. Joseph from the London diocese taught in several locations in Alberta from 1922 to 1996. Some records directly concern the Sisters in Alberta, such as lease agreements, correspondence about bonds and ownership of property, and a proposal for the formation of the Sisters of St. Joseph of Alberta.

            As noted, as part of their vows and dedication to communal living, the Sisters pooled their finances. There are internal policies, announcements, and correspondence about the distribution of finances and resources. Alongside these is an outline of the responsibilities of the congregational leadership positions. Funding to care for aging community members came from the communal finances, and there is a summary of the General Council’s research and deliberations about ensuring funds for the Sisters’ retirements and correspondence about the inclusion of religious personnel in the Canadian Pension Plan.

            Also in this series are correspondence, reports, financial records, and meeting minutes related to the “Search Group.”

            Congregation of the Sisters of St. Joseph in Canada (London, Ont.)
            CA ON00402 CUK · Fonds · 1939-2005

            The fonds contains documents related to the Kapuskasing Credit Union from 1939 to 2005. Found amongst the documents are financial records, administrative documentation, correspondence, official publications, publicity and press releases, regulations and manuals, as well as printed photographs and negatives.

            Credit Union de Kapuskasing
            General Treasurer series
            CA ON00279 F01-S012 · Series · 1971-2012

            This series contains records created and accumulated by the office of the General Treasurer for the Sisters of St. Joseph in London, Ontario. The records are primarily related to managing the donations given by and to the Sisters and the funding for their ministries, missions, Motherhouses, residences, and outreach projects. In London, St. Joseph’s Hospitality Centre provided food security programs, Medaille Retreat House was a spiritual retreat centre for the Sisters, the Queens Avenue building was a home for women in need, and the Boulee Street house was a ministry to the poor. The Adult Spirituality Centre, St. Joseph’s Manor, the Foster Home on St. Rose Avenue, and Holy Rosary Convent were all in Windsor. St. Joseph’s Manor and the Foster Home were ministries to children in need and Holy Rosary Convent was the main convent for the Windsor Sisters. The Adult Spirituality Centre in Windsor provided spiritual direction and retreats. Another spiritual retreat, Marygrove, was in Aylmer. Outside of Ontario, there are records concerning the Photo History Project at Ataguttaaluk School in Igloolik, Nunavut in which Sister Mary Diesbourg participated, the Sisters at St. Joseph Regional House in Edmonton, Alberta, and the mission in Peru including the collaboration with Heart-Links, a London based charity focused on Peru.

            The series includes reports, meeting agendas and minutes, mission statements, budgets, floorplans, funding proposals and requests, grant applications, forms, lists of Sisters involved with specific projects and sites, and correspondence concerning funding, donations, location changes, operations, and testimonials from the public supporting the Sisters’ projects. There are also resolution agreements from the Sisters’ projects. One agreement is with the sole shareholder of a company connected to a property owned by the London congregation, Marygrove, concerning the finances and leadership positions within the company. The other agreement is between the Sisters of the Holy Names of Jesus and Mary and the Sisters of St. Joseph to decide the future of the Adult Spirituality Center.

            One of the ways that Sisters could request funding for their ministries from the congregation was through the Apostolic Services Fund. Arrangements for the creation of this fund, outlines of requirements to qualify for funding and funding applications are included.

            Not all the material is concerned with finances. Some records pertain to other projects the General Treasurer was involved with, particularly when Sister Loretta Manzara held the office. In 2007, the Sisters moved from Mount St. Joseph to a new LEED certified residence at 485 Windermere Road. in the series includes records related to this transition such as the Sisters’ Statement of Values, reports, pamphlets, news clippings, an issue of London Citylife, and newsletters (one of which was titled Crossing Over). There is also material concerned with the sale of Mount St. Joseph, the former Motherhouse.

            At the 2012 Foundation Day, the Annals Project was presented. It focused on a shift from keeping annals to looking at the life of the entire congregation as expressed through Chapter reports. Pamphlets, agendas, meeting minutes, and a report on this project are present. Accompanying this material are annotated photocopies of various reports covering the Sisters’ activities from 1959 to 2011 which were referenced for the project.

            Records related to the London Sisters’ involvement in Goderich, Ontario are also present, such as correspondence and pamphlets about their commitment to the area and the 100th anniversary of the founding of the first convent outside London.

            The series also includes descriptions of icons painted by Sister Mary Anthony Hartleib, as well as prints of some of her artwork (including on the back of her funeral card), and photographs of artwork by Philip Aziz. Other photographs in the series are from the mission in Peru and of students and elders in the report for the Photo History Project at Ataguttaaluk School.

            Congregation of the Sisters of St. Joseph in Canada (London, Ont.)
            Guatemala Annals series
            CA ON00279 HF01-S004 · Series · 1960-2005

            This series contains written histories and recollections including annals, correspondence, pamphlets, newspaper clippings, publications, donation lists, financial reports, legal documents, class lists, photographs, negatives, and meeting minutes.

            Congregation of the Sisters of St. Joseph in Canada (Hamilton, Ont.)
            House of Providence fonds
            CA ON00279 F13 · Fonds · 1869-2002

            This fonds consists of records that pertain to the House of Providence and Marian Villa. More specifically, it consists of histories, commemorative materials, and administrative materials. There are also records related to the Marian Villa Auxiliary.

            House of Providence
            James Kintrea fonds
            Item · 1848-1897

            The fonds consists of records created by James Kintrea. They are arranged into the following Series:

                Series 1: Census Commissioner
            Series 2: Financial
            Subseries A: Account Books
            Subseries B: Cash Books
            Series 3: Deputy Clerk of the Crown
            Kintrea, James
            John Doerr fonds
            CA ON00159 P221 · Fonds · 1973-2018

            The John Doerr fonds documents Doerr’s professional life as a musician, composer, music producer, and administrator. The completeness of the files not only highlights Doerr's accomplishments and activities, but they also depict the path of the group CANO musique.

            Composed of the files of the various administrators of CANO musique, namely John Doerr, André Paiement, and Gary McGroarty, the files cover the legal aspect of managing a music group and its financial administration. The files thus deal with promotion, production of concerts and LPs, and the creation of music and lyrics, and range from Doerr’s early involvement with the group CANO musique to the group’s dissolution and the subsequent founding of Majoma Music.

            The John Doerr fonds not only attests to Doerr’s different roles, creations, and achievements within CANO musique but it also provides an overview of the different administrative and managerial aspects of a music group during the time period of 1975 to 1985. Moreover, the fonds documents the different processes, procedures, and interactions with records companies, as well as marketing and promotional strategies in those years.

            John Doerr’s role as administrator of CANO’s financial records is well documented in the fonds. Doerr took over the responsibility of the accounts after André Paiement’s passing, at which time the records of 1975-1978 were transferred to him.

            The financial records consist mostly of bank statements, budgets, expenditures, expenses and incomes, correspondence, and monthly royalty statements. The files provide insight into the operating cost for concerts and touring, as well as the cost associated with activities such as recording, rehearsals, buying instruments, and insurance payments. The files also attest to group’s organising and functioning as a cooperative. While the monthly statements for the royalties list each song and the amount received for each, it also indicates the popularity of their songs in a specific time frame. Some of the correspondence informs us on the contracts and agreements with recording companies, touring and festival organisations and on applications/bids to be part of festivals like the Ontario Bicentennial tour or representing Canada in Japan. It also attests to bids for different services they offered like staging, sound equipment, and music production.

            The creation aspect is documented by the music scores, lyrics and correspondence which inform us more specifically on John Doerr as a musician, composer and producer. Indeed, music scores of many of the CANO songs – some with notations – provide insights on the process of collective creation of the music and lyrics and also on the translation of the lyrics. While some music scores are specifically for the parts of bass guitar, some are film scores. Doerr and Aymar composed music and produced the scores for films, as well as theme songs for programs like Légalement parlant or Great Movies (CityTV). A rough draft of video shooting images with notes to synchronize the music depicts part of the process for this type of composition. Also included are some texts of introductions of members of the group used during concerts, with notations on music to be played, the mood, and even the staging of the musicians. The fonds also contains some of Doerr’s diaries with notes on the rehearsals, tours and daily activities.

            Many files document projects undertaken by the group after their dissolution. While not all projects were carried out, the fonds contains extensive documentation and correspondence on certain projects, such as agreements for the production of the CANO album The Millennium Collection: The Best of/Les Meilleurs Succès CANO, and the different agreements with all the partners in the realization of the project. Transcriptions of interviews with some of the members of CANO who talk of their time with the group and different events can also be found in the files on “CANO project,” as well as correspondence from fans, and pictures taken by fans during CANO concerts.

            The fonds also contains Gary McGroarty’s files, who was the manager of the group. He turned these files over to John Doerr when he left the group. These files consist mostly of contracts with recording companies, the legal documents on the ownership of copyright for CANO songs and also for the different concerts. Membership, registration, payments made to different associations and unions as well as correspondence with these organizations are also found within those files. Some scheduling for rehearsals and traveling are also included. Marketing and promotional materials consisting of correspondence, opinions sent to specialized magazines, newspapers, press kits and also promotional materials such as cards, posters, letterhead with the official CANO logo illustrate some of the different marketing strategies used by the group.

            Doerr, John W.
            CA ON00279 F01-S094 · Series · 1969-2014

            Series contains scrapbooks and photo albums, notes, cards, DVDs created and used by staff, meeting minutes, financial records from the Time Out program (1975-1980), program brochures, administrative records, annals from 1975-1990, newspaper articles about Medaille Retreat House, colour photographs, colour photograph negatives, and historical information about the retreat centre.

            Medaille Retreat House
            CA ON00279 50-0028 · Series · 1957-1963

            This series contains records related to the ministry in Mount St. Patrick Ontario, conducted by the Sisters of St. Joseph in the Pembroke diocese. There are histories, newsclippings, financial accounts from 1957-1962, correspondence related to education and the withdrawal of the Sisters from Mount St. Patrick in July 1963, lists of Sisters who served in Mount St. Patrick, and ephemera related to a reunion in August 1987 and a 150-year celebration in 1993 of St. Patrick’s parishioners.

            Congregation of the Sisters of St. Joseph in Canada (Pembroke, Ont.)
            CA ON00279 HF02 · Fonds · 1944-2010

            This fonds contains records produced during the time the Sisters administered and worked at Mount St. Joseph Centre in Hamilton. It also consists of records which were produced by the Woodview Children’s Centre and Cool School in Burlington and Hamilton. These institutions grew out of Mount St. Joseph Centre after it ceased its functions. The records that encompass this collection are of historical importance because they offer a snapshot of special needs education during the latter half of the twentieth century. The fonds consists of bylaws and policies, correspondence, proposals and reports, a scrapbook, meeting minutes, financial records, newspaper clippings, photographs, publications, invitations, addresses, and legal documents.

            Mount St. Joseph Centre
            Murray VanZanten Collection
            Collection · 2008-2010

            Collection is comprised of research material accumulated or created by Murray VanZanten during the course of his research into early financial institutions in St. Thomas and Elgin County. The records were collected and compiled ca. 2008-2010, and organized according to either general information about all the financial institutions in St. Thomas and Elgin County, or divided into subject files about each individual bank. The individual banks are:
            -The Bank of the County of Elgin
            -The Star Loan Company
            -The Southwestern Farmers' and Mechanics' Savings and Loan Society
            -The Southern Loan & Savings Company

            VanZanten, Murray