Treasurer's Office. John Graham Willard Records

RG25.11

John Graham Williard served as acting treasurer (1966-1967) treasurer (1968-1976) and vice president for financial affairs (1976-1994). Materials relate to bequests, the Board of Trustees, Bowman Gray School of Medicine, the construction of the Babcock School of Business, the Fine Arts Center and other campus buildings, deeds of trusts, investments, foundations, rental and leased properties, real estate, the CAUSE Grant, and other financial concerns of the college and university.

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Summary Information
Collection Overview
Collection Inventory
Controlled Access Headings
Administrative Information

Summary Information

Repository: Z. Smith Reynolds Library Special Collections and Archives
Title: Treasurer's Office. John Graham Willard Records
Date: 1958-1987 (inclusive)
Extent: 26 Linear Feet / 20 record cartons
ID: RG25.11

Collection Overview

This collection contains materials related to bequests, the Board of Trustees, Bowman Gray School of Medicine, the construction of the Babcock School of Business, the Fine Arts Center and other campus buildings, deeds of trusts, investments, foundations, rental and leased properties, real estate, the CAUSE Grant, and other financial concerns of the college and university. WFU faced controversy when it accepted the CAUSE (Comprehensive Assistance to Undergraduate Science Education) Grant from the National Science Foundation as a Baptist university, as $85,000 of the Grant was required to fund the University's biology department.

Controlled Access Headings

Corporate Names

Administrative Information

Publication Information: Processed by: John Woodard; machine-readable finding aid created by Apex
Revision Description: Revised by Madison Eggers, Caroline Fahringer, and Stephanie Bennett, 2019
Access Restrictions: This collection is open for use.
Copyright Notice: The nature of the WFU Z. Smith Reynolds Library Special Collections and Archives means that copyright or other information about restrictions may be difficult or even impossible to determine despite reasonable efforts. The Archives and Special Collections of ZSR Library claims only physical ownership of most materials. The materials from our collections are made available for use in research, teaching, and private study, pursuant to the U.S. Copyright Law. The user must assume full responsibility for any use of the materials, including but not limited to, infringement of copyright and publication rights of reproduced materials. Any materials used for academic research or otherwise should be fully credited with the source.
Preferred Citation: Treasurer's Office. John Graham Willard Records (RG25.11), Z. Smith Reynolds Library Special Collections and Archives, Wake Forest University, Winston-Salem, NC, USA.

Collection Inventory

General Files
- Academic Deans, Speech notes (November 1979) box 1 folder 1
- Account Mini Ledgers (1975-1978) box 1 folder 2-3
- Administrative Vacations (Summer 1969-Summer 1970) box 1 folder 4-5
- Alumni Relations System (1971) box 1 folder 6
- American Appraisal Company (1950; 1971) box 1 folder 7
- American Association of Presidents of Independent Colleges and Universities, Paid Membership. (1977) box 1 folder 8
- American Association of University Professors
  - Compensation Survey at Other Colleges (1958-1968) box 1 folder 9
  - Compensation Survey at Wake Forest College (1965-1967) box 1 folder 10
  - Report of a Sample Survey of Salaries of New Faculty (1967-1969) box 1 folder 11
- American Bell, Inc. Advanced Information Systems. Proposal for Wake Forest University (1982-1983) box 1 folder 12
- American Council on Education, Seminar (May 14-17, 1972) box 1 folder 13
- American Friends Service Committee, Correspondence (1979-1981) box 1 folder 14
- American Guild of Organists, Membership Lists (1971-1975) box 1 folder 15
- American Management Association Conference, New York City (August 12-15, 1968) box 1 folder 16
- Annuities, Cancelled (1960-1971) box 1 folder 17
- Annuity Agreement, A. Royall Gay (1973; 1980) box 1 folder 18
- Archie, William C. Correspondence (1973-1981) box 1 folder 19
- Asheville, Showcase and Fixture County, Dining Hall Renovation (1969-1970) box 1 folder 20
- Asian Studies Program, Monies given for support (1960-1969) box 1 folder 21
- Asset Managers (1978-1979) box 1 folder 22-25
- Association of American Colleges, National Meeting, Phoenix, AZ. (1980 January 11) box 1 folder 26
- Automatic Data Processing
  - Correspondence (1977-1982) box 1 folder 27
  - Portfolio Reporting Services Newsletters (1974-1981) box 1 folder 28
- Bailey Forum of Public Affairs. Proposed Construction (1972) box 1 folder 29
- Bank of Asheville, Statements (1969-1970) box 1 folder 30
- Bay Hill Conference (September 30-October 2, 1970) box 1 folder 31
- Bequests
  - Holliday, Walter D. (1966) box 1 folder 32
  - Lynch, Bessie H. (1956) box 1 folder 33
- Board of Trustees
  - Building and Grounds Committee, Memoranda (1969-1982) box 1 folder 34
  - Correspondence (1967-1978) box 1 folder 35
  - Executive Committee, Memoranda (1978-1982) box 1 folder 36
  - Finance Committee, Memorandums (1968-1981) box 1 folder 37-39
  - Finance Committee, Memorandums (1982-1985) box 2 folder 40-41
  - Finance Committee, Report (1984 December 14) box 2 folder 42
  - Investments Committee, Correspondence (1974-1978) box 2 folder 43-44
  - Memorandums (1967-1985) box 2 folder 45-60
- Bonds (1956) box 2 folder 61
- Bowman Gray School of Medicine
  - Bylaws (1976) box 2 folder 62
  - Financial Statistics of Institutions of Higher Education (1960-1962) box 2 folder 63
  - Investment Analysis Summaries and Statements (1986) box 2 folder 64
  - Report on Investments (1986 April 30) box 2 folder 65
- Bryan, D. B. Reports, Delinquents. (Fall 1955) box 2 folder 66
- Budget Estimates Report (1965 June 30) box 2 folder 67
- Business Communications, Inc., Revised Telephone Systems (1983 January 14) box 2 folder 68
- Byerly-Myers Scholarship (1973) box 2 folder 69
- Bylaws Revision (1968-1980) box 2 folder 70
- Byrd, William H., Disability Claim (1968-1974) box 2 folder 71
- Cambridge Associates, Inc.
  - Investment Control Reports (1980) box 2 folder 72
  - Prospective Investment Managers for the Institutional Development Foundation (1980) box 2 folder 73
- Campbell, Donna, Student Account (1978-1983) box 2 folder 74
- Campus Energy Conservation (1973-1982) box 2 folder 75
- Carmichael, Jane, Luce Scholars Program, Friendship Force (1980-1982) box 2 folder 76
- Carolina Appliance County (1967-1968) box 2 folder 77
- Carswell Account Bank Statement (1968-1976) box 2 folder 78
- Centel Business Systems, Communications Proposal (1982-1983) box 2 folder 79
- Century Capital Associates
  - Agreement with Wake Forest University (1982 August 27) box 2 folder 80
  - Correspondence (1982-1984) box 2 folder 81
- Challenge 1979 Program. box 2 folder 82
- Charles H. Babcock School of Business Administration Building Construction
  - Architects (Larson and Larson) (1968-1969) box 2 folder 83
  - Contractor (George W. Kane) (1968-1971) box 3 folder 84
  - Correspondence (1967-1973) box 3 folder 85
  - Equipment and Furnishings (1968-1970) box 3 folder 86
  - Finance (1968-1970) box 3 folder 87
  - Interior (1968-1969) box 3 folder 88
  - Specifications (1968) box 3 folder 89
- Check Stubs (1967-1972) box 3 folder 90
- Christopher Newport College, Newport News, Virginia, Expense Voucher (1970) box 3 folder 91
- Christopher Newport College, Newport News, Virginia, Self-Study Report (1970) box 3 folder 92
- Clothing Store Contract (1956-1966) box 3 folder 93
- College Book Store, Expansion of (1971) box 3 folder 94
- College of William and Mary, Williamsburg, Virginia, Travel Expense Voucher (1972) box 3 folder 95
- College Union Planning Committee (1969-1972) box 3 folder 96
- Commencements, Luncheon and Planning Meeting (1978-1980) box 3 folder 97
- Contracts
  - Gates, John (1978 September 29) box 3 folder 98
  - Harper, Thomas F. (December 22, 1972; August 29, 1977) box 3 folder 99
  - Mackovic, John (1978 June 15) box 3 folder 100
- Convocations Committee (1967-1975) box 3 folder 101
- Correspondence, finance and personal (1966-1971) box 10 folder 707
- Curriculum Study Committee (1969-1972) box 3 folder 102
- Custodial Proposals (1981-1982) box 3 folder 103
- Debenture Bonds (1966-1986) box 3 folder 104
- Deeds of Release from Lenders, Proposed sale of Wake Forest Land Adjacent to Reynolds World Headquarters, Winston-Salem, N.C. (1977-1981) box 3 folder 105
- Deeds of Trust
  - Bennett, Bert Property, to Wake Forest University (1972) box 3 folder 106
  - Biesecker, Charlie G. to George F. Hankins (1950 September 29) box 3 folder 107
  - George F. Hankins to Lexington (North Carolina) First Reformed United Church of Christ (1954-1975) box 3 folder 108
  - Paschal, R. F. and Sophia K. to Wake Forest University School of Law Foundation (1971-1974) box 3 folder 109
  - Sanders, Ila Putnam and Dovie Putnam Morgan to Thomas D. Bunn (1956-1968) box 3 folder 110
  - Simmons, Ina S. (1957-1968) box 3 folder 111
- Development and Alumni Office, Gifts, Grants, Charitable Contributions (1965-1970) box 3 folder 112
- Dining Service Renovation
  - Correspondence (1969) box 3 folder 113
  - Equipment-Caddy Corporation (1969-1970) box 3 folder 114
  - Equipment-Champion (1969-1970) box 3 folder 115
  - Equipment-Foodcraft (1969-1970) box 3 folder 116
  - Receipts (1969) box 3 folder 117
  - Specifications 1-2. box 3 folder 118-119
- Dishwasher Prices (1983) box 4 folder 120
- Donors Letters Transmitting Stock Gifts (1979-1983) box 4 folder 121-124
- Doyle Foundation Gift Stock (1972-1977) box 4 folder 125
- Educational and General Income and Expenditures, Report by Gene T. Lucas and Russell H. Brantley (1957-1968 February 17, 1968) box 4 folder 126
- Electronic Navigation Industries, Inc., Contribution (1973) box 4 folder 127
- Endowment Funds Account Transactions addition (1965-1971) box 4 folder 128
- First Citizens Bank and Trust County, Winston-Salem, N.C. Statements (1974-1977) box 4 folder 129
- First Union National Bank of N.C.
  - Confirmations of Trade, Charlotte, N.C. (1974) box 4 folder 130
  - Customer Confirm/Advice, Charlotte, N.C. (1977-1984) box 4 folder 131
  - Guy T. and Clara H. Carswell Scholarship Fund (1968-1973) box 4 folder 132-133
  - Restricted Funds Income (1974-1975) box 4 folder 134
  - Securities Transactions (1975) box 4 folder 135
  - Summaries (1970-1978) box 4 folder 136-144
  - Summaries (1979-1987) box 5 folder 145-152
- Investment Services for the Management of Endowment Funds (1969-1970) box 5 folder 153
- Ledgers (1968-1971) box 5 folder 154-157
- Northwestern Bank, Winston-Salem, N.C., Statements (1968-1975) box 5 folder 158
- Other (1970-1975; 1984) box 5 folder 159-163
- Pooled Fund Securities (1975-1976) box 5 folder 164
- Unrestricted and Restricted Funds (1976-1980) box 5 folder 165-168
- Wachovia Bank and Trust Company, Winston-Salem, North Carolina
  - Agreement Amendment (1978 October 13) box 5 folder 169
  - Babcock (1972-1974) box 5 folder 170-171
  - Babcock-T. Rowe Price (1970-1972) box 5 folder 172-173
  - Cash Reconcilment (1970-1973) box 5 folder 174-176
  - Century Capital Associates materials (1982-1984) box 6 folder 177-183
  - Custodianship Agreement (1965 May 21) box 6 folder 184
  - Customer Confirmation/Advice (1978-1984) box 6 folder 185
  - Investment Analysis Summaries (1970-1973) box 6 folder 186-187
  - Montag and Caldwell
    Asset Summary Reports (1983-1986) box 6 folder 188-191
    Statements (1975-1980) box 6 folder 192-197
    Summaries (1970-1976) box 6 folder 198-206
  - Participation Certificate for Revolving Credit Agreements (1969-1970) box 7 folder 207
  - Presentation by Richard L. Dunn (1978 July 27) box 7 folder 208
  - Servicing Agreement (1970 November 11) box 7 folder 209
  - Statements (1967-1970, 1980) box 7 folder 210-213
  - Sterling Capital Management, Charlotte, N.C. materials box 7 folder 214-221
  - T. Rowe Price Associates, Inc.
    Correspondence (1972-1978) box 7 folder 222
    Custodian Notifications (1978-1982) box 7 folder 223-227
    Investment Advisory Agreement (1970 November 2) box 7 folder 228
    Presentations (1979-1982) box 7 folder 229-232
    Statements (1975-1979) box 7 folder 233-237
    Summaries
    (1970) box 7 folder 238
    (1971-1982) box 8 folder 239-252
  - Templeton, Dobbrow and Vance, Summaries (1973-1980) box 8 folder 253-260
  - Other Endowment Funds, Confirmations of Trade, 1- 2. (1976, 1981) box 9 folder 261-279
- Engagements, White House Briefing, Panama Canal Treaty, with James R. Scales Travel Expenses. (1977 September 21) box 9 folder 280
- Equal Employment Opportunity Reports (1969-1975) box 9 folder 281
- Equipment, Data Processing (1970-1971) box 9 folder 282
- Ernst and Ernst Accounting Scholarship (1967) box 9 folder 283
- Estates
  - Slate, John (1965-1966) box 9 folder 284
  - Snuggs, Henry Lawrence (1969-1970) box 9 folder 285
- Ethical Issues in (1980) box 9 folder 286
- Exchange Program with South American Universities (1974-1976) box 9 folder 287
- Facilities Use Study by Val J. Kosminder (1979) box 9 folder 288
- Faculty Committees (1984-1985) box 9 folder 289
- Faculty Housing Fund, Notes Receivable
  - Briggs, Clarence Gray (1957-1974) box 9 folder 290
  - Eppes, Frances B. (1970-1985) box 9 folder 291
  - Renn, Lydia S. (1958-1973) box 9 folder 292
  - Sanderford, John F. and Marion (1957-1976) box 9 folder 293
  - Ussery, Carl M. and Bertha M. (1957-1966) box 9 folder 294
- Faculty Salaries (1967-1978) box 10 folder 295
- Fearington, Forest M., Complaint (1969) box 10 folder 296
- Federal Excise Tax (1967; 1973) box 10 folder 297
- Fellowship Recommendations (1965-1972) box 10 folder 298
- Fieldhouse, Addition to Groves Stadium (1972) box 10 folder 299
- Financial Planning and Budgeting (1985) box 10 folder 300
- Financial Resources of the College Task Force (1981-1987) box 10 folder 301
- Fine Arts Center Building
  - Accoustics Consultants (1973-1974) box 10 folder 302
  - Architect, Caudill Rowlett Scott (1972-1976) box 10 folder 303-306
  - Art Department and Gallery (1974-1976) box 10 folder 307
  - Building Committee (1973-1976) box 10 folder 308
  - Campaign (1973) box 10 folder 309
  - Campus Planning (1972, undated) box 10 folder 310
  - Commission on (1972) box 10 folder 311
  - Consultants (1972-1975) box 10 folder 312
  - Contractor, George W. Kane Inc. box 10 folder 313
  - Finance (1972-1976) box 10 folder 314
  - Forum (1972) box 10 folder 315
  - General Information (1972-1976) box 10 folder 316
  - Interior and Graphic Design Services (1974-1976) box 10 folder 317
  - Lighting (1973-1975) box 10 folder 318
  - Music Wing (1972-1975) box 10 folder 319
  - Radio, Film, TV. Program, Speech Department (1972) box 10 folder 320
  - Renovation of Existing Facilities (1972) box 10 folder 321
  - Site and Design Committee (1972-1977) box 10 folder 322-323
  - Speech and Debate, Speech Communication and Theater Arts (undated) box 10 folder 324
  - Theater Planning Committee, Specifications for Lighting Systems and Equipments (1972-1976) box 10 folder 325
- Fletcher, John C. Jr., Insurance Policies (1956-1968) box 10 folder 326
- Florida Trip to the Tangerine Bowl, James R. Scales guest of Athletic Department, Program and Cost (1979) box 10 folder 327
- Food Service Management and Cost (1967-1972) box 10 folder 328
- George Foster Hankins Foundation, Lexington, North Carolina
  - Check Stubs (1956-1967) box 10 folder 329
  - Correspondence (1966-1973) box 10 folder 330-331
  - Real Estate
    # 4, Winston Road Farm (1956-1968) box 10 folder 332
    # 15, Hankins Building (1956-1968) box 10 folder 333
    # 19, West First Avenue (1956-1968) box 10 folder 334
  - Receipts (1959-1972) box 10 folder 335
  - Reports (1969-1970, 1972) box 11 folder 336-338
- Gerald Ford Visit, Agenda, and Graylyn Reception (April 13-14, 1980) box 11 folder 339
- Gerald White Johnson Reading Room Opening and Dedication, Guest List and Expenses (1980 October 31) box 11 folder 340
- Governmental Management Institute Meeting, Dallas, TX (December 10-11, 1969) box 11 folder 341
- Governor's Study Commission on the Public School System of North Carolina, Financial Recommendations (1967-1969) box 11 folder 342
- Gramley, Dale Hartzler, Nomination for the Greater Winston-Salem Chamber of Commerce Community Service Award (1980 November 24) box 11 folder 343
- Graylyn Advisory Committee (1980-1981)
  - Memorandums box 11 folder 344
  - Minutes box 11 folder 345
  - Proposals box 11 folder 346
  - Reports box 11 folder 347
  - Resolutions box 11 folder 348
  - Surveys box 11 folder 349
- Graylyn Board, Minutes (1981-1983) box 11 folder 350
- Graylyn Children's Center (1978) box 11 folder 351
- Graylyn Conference Center Renovation
  - Invoices (1980-1983) box 11 folder 352-362
  - Memoranda (1981-1983) box 11 folder 363-365
  - Roof, Third Floor and Attic Space Reconstruction (1980-1983) box 12 folder 366-368
- Graylyn Executive Conference Center, Agreement with Service Systems County, N.Y. (1983 September 7) box 12 folder 369
- Graylyn Fire Insurance Statement of Loss (1980 June 22) box 12 folder 370
- Graylyn Pledges (1980-1983) box 12 folder 371
- Graylyn Reading-Speech-Psychology Center, Income and Expenditures (1966-1969) box 12 folder 372
- Graylyn Student Housing (1977-1982) box 12 folder 373
- Graylyn Swimming Pool, Repair Work and Status of (1975-1983) box 12 folder 374
- Graylyn Triangle Broadcasting (1972-1974) box 12 folder 375
- Handicapped Compliance Letter, with section 504 of the Rehabilitation Act of 1973. box 12 folder 376
- Hewlett-Packard, Installation of Hewlett-Packard 3000 Computer System, and Cost (1973) box 12 folder 377
- Higher Education Planning and Management Data (1959-1968) box 12 folder 378
- Honeywell Information Services, Proposal and cost for Wake Forest University (1973 September 13) box 12 folder 379
- House Settlements
  - Allen, Paul A. (1960-1967) box 12 folder 380
  - Ellis, Milburn F. (1965-1972) box 12 folder 381
  - Townsend, L.H. and May F. (1949-1967) box 12 folder 382
- Housing and Board, Planning and Cost (Summer 1970) box 12 folder 383
- Humanities, Classroom Building for, Cost Estimate (1972) box 12 folder 384
- Information Processing Options for Wake Forest University, An Analysis by Paul C. Kirby (July 1973) box 12 folder 385
- Institute for Educational Management, Cambridge, Massachusetts, Participants List and Panel Discussion (1971-1972) box 12 folder 386
- Institutional Planning, Committee on, Memoranda (1982-1985) box 12 folder 387
- InteCom, Inc., Exxon Communications Systems, Cost of a New Communications Systems (1983) box 12 folder 388
- Integon Corporation, Winston-Salem, N.C.
  - Group Policies, Dividends (1968-1984) box 12 folder 389
  - Integon County Notes paid to Wake Forest University (1976-1978) box 12 folder 390
  - Securities and Exchange Commission, Washington, D.C., Annual Report Pursuant to Section 13 or 15 (d) of the Securities Exchange Act of 1934, for 1975-1976. box 12 folder 391
- Interdisciplinary Honors Seminar, Books to be Ordered for Student Use (1970) box 12 folder 392
- Internal Revenue Service
  - Tax Rulings (1976-1979) box 12 folder 393
  - Tuition Remission Changes (December 1976) box 12 folder 394
- Interstate Securities Corporation, Charlotte, N.C.
  - Farmers Home Administration Loan (1979-1981) box 12 folder 395
  - Financial Transactions (1971-1977) box 12 folder 396-398
  - Financial Transactions (1978-1986) box 13 folder 399-405
- Investment Management and Advisory Services
  - Alliance Capital Management County, Atlanta, GA. (1977) box 13 folder 406
  - Balch, Hardy and Scheinman, N.Y. (1977) box 13 folder 407
  - Bank of New York, N.Y. (1971-1977) box 13 folder 408
  - Blyth Eastman Paine Webber, N.Y. (1980) box 13 folder 409
  - Century Capital Associates, N.Y. (1978) box 13 folder 410
  - Chase Investment Counsel County, Charlotesville, Virginia (1977-1978) box 13 folder 411
  - E.J. Smith and Associates, Chicago, Illinois, Student Health Insurance (1977) box 13 folder 412
  - Epicure Management Services, Rock Hill, South Carolina, Food Services Proposal (1976) box 13 folder 413
  - First National Bank of Atlanta, Atlanta, GA. (1977-1978) box 13 frame 414
  - Hardee's, Food Service Bid Proposal, Rocky Mount, North Carolina (1876) box 13 folder 415
  - Harris Bank, Chicago, Illinois (1978) box 13 folder 416
  - J. and W. Seligman and County, N.Y. (1978-1980) box 13 folder 417
  - Lionel D. Edie and County, Atlanta, GA. (1977-1980) box 13 folder 418
  - Johnson, Lane, Space, Smith and County, and Servomation County, Charlotte, North Carolina (1976-1978) box 13 folder 419
  - Lowe's, North Wilkesboro, North Carolina (1978) box 13 folder 420
  - Manufacturer's Hanover Trust County, N.Y. (1976) box 13 folder 421
  - Morgan Grenfell Investment Services Limited, N.Y. (1980) box 13 folder 422
  - Professional Food Service Management, Inc., Northbrook, Illinois (1976) box 13 folder 423
  - Scudder, Stevens and Clark, N.Y. (1977-1978) box 13 folder 424
  - Smith Barney, Harris Upham and County (1973-1978) box 13 folder 425
  - TMI Systems County, Investment Management for Colleges and Universities (1977) box 13 folder 426
  - Wall, Patterson, McGrew and Richards, Inc., Atlanta, GA. (1977-1980) box 13 folder 427
  - Waycross Investment Management County, Wilmington, DE. (1980) box 13 folder 428
  - Wertheim Asset Management Services, N.Y. (1977-1980) box 13 folder 429
- Investment Managers, Performance and Activities
  - (1970-1976) box 13 folder 430-431
  - (1977-1981) box 14 folder 432-433
  - Others (1976-1980) box 14 folder 434
- JASE 1 (Joseph L. Berry, Albert S. Lineberry, Sr., Samuel A. Sue, Jr., Ernest B. Spangler), Amendment to the Partnership Agreement with Southeastern Baptist Theological Seminary, Medical Foundation of North Carolina and Wake Forest University (1980-1982) box 14 folder 435
- John Hancock Loan on Student Apartments (1967-1974) box 14 folder 436
- Law School
  - Addition to (1971) box 14 folder 437
  - Committee (1974-1978) box 14 folder 438-439
  - Newsletter (1971-1974) box 14 folder 440
  - Report on the Long Range Capital Needs (1982) box 14 folder 441
- Lawyers Title Foundation Award, Checks Issued to Wake Forest College (1959-1967) box 14 folder 442
- Leases by Wake Forest University (Lessor)
  - Goodwill Industries Rehabilitation Center, Inc., (Lessee), Winston-Salem, N.C. (1971 March 31) box 14 folder 443
  - Mann Drug Store, Lexington, N.C. (1969 October 22) box 14 folder 444
  - Sosnick, Robert and Nestor (1966-1978) box 14 folder 445
  - Thalhimers, Winston-Salem, N.C. (1961-1969) box 14 folder 446
- Leased Space by Businesses (Ben's Store, Thalhimers) (1966) box 14 folder 447
- Lexington Management County financial correspondence (1984-1986) box 14 folder 448-450
- Loss Analysis Reporting System (1981) box 14 folder 451
- Lucas, Gene T., financial memorandums box 14 folder 452
- Long Range Planning Related to the Needs of Wake Forest University (1968-1973) box 14 folder 453
- Luffman, Jack swimming accident (1974-1976) box 14 folder 454
- Lybrook, William R., financial correspondence (1965-1974) box 14 folder 455
- Madison Advisors, N.Y.
  - Agreement with Wake Forest University (1982 September 28) box 14 folder 456
  - Correspondence regarding Investment Outlook (1982-1983) box 14 folder 457
  - Portfolio Report (1982) box 14 folder 458
- Massey Ruby Cross Mortgage (1953-1973) box 14 folder 459
- McCrory-McLellan-Green Stores, York, Pennsylvania, financial correspondence (1960-1972) box 14 folder 460
- McDougald Day Celebration, Maxton, N.C., Scholarship Fund Established through Wake Forest (1980) box 14 folder 461
- Memoranda from Williard to Scales (1965-1982) box 14 folder 462-479
- Men's Dormitory, Cost Comparison (1969) box 14 folder 480
- Merry Acres Renovation
  - Grounds (1969) box 14 folder 481
  - Budget (1969) box 14 folder 482
  - Correspondence (1965-1977) box 14 folder 483
  - Deeds (1965-1967) box 14 folder 484
  - Furnishings and Equipment (1969-1970) box 14 folder 485
  - Labor Schedules (1969) box 14 folder 486
- Mertes, Elsie, Disability Claim (1973-1974) box 15 folder 487
- Metro Maintenance, Inc., New Castle, PA., Survey of the Wake Forest Custodial Housekeeping Operation (1982) box 15 folder 488
- Moore Residence, Receipts (1967) box 15 folder 489
- Music Program Review at Wake Forest University. Confidential Financial Report box 15 folder 490
- National Association of College and University Business Officers, Washington, D.C.
  - National Meeting (November 21-23, 1971) box 15 folder 491
  - Reports (1973-1986) box 15 folder 492-493
  - Workshops (1967-1972) box 15 folder 494-495
- Naval Administrative Unit, Winston-Salem, North Carolina, Public Vouchers for Purchases and Services Other Than Personnel (1962-1968) box 15 folder 496
- Neuberger and Berman, N.Y.
  - Agreement with Wake Forest University (1974 March 12) box 15 folder 497
  - Correspondence Related to Financial Matters (1973-1977) box 15 folder 498
- Newsweek Subscription (1967-1969) box 15 folder 499
- North Carolina Arts Council, Contributions to Caesura, The Student, Labyrinth (1968-1974) box 15 folder 500
- North Carolina Association of Independent Colleges and Universities, Annual Meeting, DeTamble Auditorium-Tribble Hall, Wake Forest University Campus. Includes Financial Matters (1970 November 5) box 15 folder 501
- Baptist State Convention of N.C.
  - Annual Alumni Dinner, Greensboro First Baptist Church (1980 November 11) box 15 folder 502
  - CAUSE Grant
    Correspondence and Articles (1976-1978) box 15 folder 503-505
    Legal Memoranda (1977-1979) box 15 folder 506
    Petitions (1977) box 15 folder 507-508
  - Comparative Report of Income Including Gifts Sent Direct to Institutions (1965-1966) box 15 folder 509
  - General Board Action on Charter Studies (1980) box 15 folder 510
  - Gift Receipts (1971-1982) box 15 folder 511-513
- North Carolina National Bank, Charlotte, N.C.
  - Automated Employee Service Proposal for Wake Forest University (1976) box 15 folder 514
  - Confirmation and Advice Copies, Interest Earned (1979-1985) box 15 folder 515-516
  - Custodian Agreement with Wake Forest University (1970 October 16) box 15 folder 517
- Northwestern Bank, North Wilkesboro, North Carolina, Customer Confirmation Copies (1970-1984) box 15 folder 518
- One Fifty Fund
  - Contributions (1972-1977) box 15 folder 519
  - Payments (1973-1977) box 15 folder 520
  - Pledges and Other Contributions (1973-1976) box 15 folder 521-523
  - Preliminary Planning Committee (1977-1978) box 16 folder 524
  - Transmittal Sheets (1973-1980) box 16 folder 525-537
- Overnite Transportation County, Charlotte, North Carolina, Financial Matters (1964-1970) box 16 folder 538
- Parking and Parking Fines (1978-1979) box 16 folder 539
- Performance Measures Data and Money Management Analysis (1975-1976) box 16 folder 540
- Piano for the Chapel, Cost and Payments (1966-1967) box 16 folder 541
- Pickett and Green of Lexington, N.C.
  - Correspondence (1966-1969) box 16 folder 542
  - Leases (1956-1969) box 16 folder 543
- Pilot Insurance Agency, Winston-Salem, N.C.
  - Correspondence (1964-1973) box 16 folder 544
  - Fiduciary Responsibility Insurance (1976) box 16 folder 545
  - Insurance Analysis and Permanent Record (undated) box 16 folder 546
  - Policies (1971-1981) box 16 folder 547-558 box 17 folder 559-562
- Planning and Development Committee, Memoranda (1974-1978) box 17 folder 563
- President's Office and Board Room, Plans to Redecorate (1972) box 17 folder 564
- Program Planning/Steering Committee, Report (1986) box 17 folder 565
- Properties in North Carolina and elsewhere
  - Bald Head Island (1982-1984) box 17 folder 566
  - Bobbitt, W.G. Jr., Note on Tucker Property (1967-1969) box 17 folder 567
  - Carswell, Thompson and Winthrop Avenue (1969-1977) box 17 folder 568-569
  - College Street (1971-1977) box 17 folder 570
  - Dail, William H., Property Deal (1970) box 17 folder 571
  - Fifth and Blue Streets, St. Paul, North Carolina (1966) box 17 folder 572
  - Forum Fifty-Two (Bagley Smith) (1979-1981) box 17 folder 573
  - Groundhog Mountain (1969-1971) box 17 folder 574
  - Magnolia Avenue (1971-1973) box 17 folder 575
  - Taylor Brothers (1976-1981) box 17 folder 576
  - Tucker Property on Fenimore Street (1968-1983) box 17 folder 577
  - Worthy, F. S. Jr., Raleigh, North Carolina (1970-1981) box 17 folder 578
- Property Taxes (1975-1983) box 17 folder 579-580
- Real Estate, White, Joe H. and R. Bruce Smith, and monthly reports (1966-1975, 1971-1972) box 17 folder 581
- Reserve Officer Training Corps (ROTC), Summer Camp, Fort Bragg, North Carolina, Invitational Travel Orders (1970) box 17 folder 582
- Resources Committee of the Year 2000 (1972-1982) box 17 folder 583
- Retirement Insurance Report (1974-1976) box 17 folder 584
- Reynolda Campus Comparison, (Budget, Endowment, Conclusions) (1983) box 17 folder 585
- Reynolda Florist and Greenhouse, Operating Cost (1963-1972) box 17 folder 586
- Reynolda House, Winston-Salem, North Carolina, Business Managers Committee, Maintenance and Grounds Upkeep (1968-1974, 1965-1975) box 17 folder 587
- Reynolda Village
  - Shopkeepers (1980) box 17 folder 588
  - Terminated Leases (1960-1978) box 17 folder 589-590
- Right of Way Agreement with the State Highway Commission, about the Removal of Two-Story Frame Dwelling, Maintenance, Cost, Aesthetic Problems (1967-1971) box 18 folder 591
- Rotary Club, Winston-Salem, N.C.
  - Programs, Scholarship Awards, Finance (1968-1974) box 18 folder 592
  - Yang, William, Rotary Undergraduate (1971-1972) box 18 folder 593
- Routh Porter Wroe Retirement (1979 June 12) box 18 folder 594
- Rowan Investment County, Salisbury, North Carolina, Investment Loans (1963-1975) box 18 folder 595-596
- Scales, James Ralph, Bill Settlement with Hyatt Regency Washington, Washington, D.C. (1980) box 18 folder 597
- School of Business Administration Building, Addition to, and Cost (1969-1973) box 18 folder 598
- Securities Transactions (1975-1981) box 18 folder 599-603
- Senate Fringe Benefits Committee, Memoranda (1977-1985) box 18 folder 604
- Sesquicentennial Kickoff/Music Wing Dedication (1980) box 18 folder 605
- Small Business Administration, Guaranteed Interest Certificate and Loans (1980) box 18 folder 606
- Sony Video Tape Equipment, Bids (1971) box 18 folder 607
- Southeastern Electric Exchange, Asheville, North Carolina Accounting Conference, September (1969) box 18 folder 608
- Southern Association of Colleges and University Business Officers, Annual Meeting, Washington Hilton Hotel, Washington D.C. (April 13-15, 1969) box 18 folder 609
- Southern Association of Colleges and Schools, Meetings box 18 folder 610
  - Kentucky Southern College, Louisville, KY. (1968-1972)
  - University of Tennessee at Oakridge, TN., Cancelled. (1969)
- Southern Baptist Business Officers
  - Conferences (1968-1971) box 18 folder 611
  - Officers List (1972-1973) box 18 folder 612
- Southern Baptist Theological Seminary, Louisville, KY., Accreditation Materials (1968-1969) box 18 folder 613
- Southern Bell Telephone and Telegraph County, Communications Proposal Submitted by Judy Murphy and Sara Snow (1982 November 8) box 18 frame 614
- Southwestern Baptist Theological Seminary, Forth Worth, TX., Salaries, Operating Income and Budget (1968-1969) box 18 folder 615
- Stock Lending Materials
  - Beacon Hill Securities, Springfield, N.J. (1980) box 18 folder 616
  - Buttonwood Management County, N.Y. (1978-1980) box 18 folder 617
  - Dean Witter Reynolds N.Y. Agreement (1969 August 3) box 18 folder 618
  - Goldman, Sacks and County, N.Y. (1979-1980) box 18 folder 619
  - Information (1978-1981) box 18 folder 620
  - Merrill Lynch Pierce Fenner and Smith, Inc. (1979-1980) box 18 folder 621
  - Mesco Broker Services, N.Y. (1978-1980) box 18 folder 622
  - Paine, Webber, Jackson and Curtis, N.Y. (1979-1981) box 18 folder 623
  - Rothschild Unterberg Towbin, N.Y., Agreement (1979 September 25) box 18 folder 624
  - Solomon Brothers, N.Y. (1979) box 18 folder 625
  - U.S. Trust County, N.Y. (1980) box 18 folder 626
- Student Health Plan, Expenses (1968-1969) box 18 folder 627
- Student Insurance (1965-1967) box 18 folder 628
- Student Landscaping Committee, Parking Lots (1969-1972) box 18 folder 629
- Student Trustee Plan (1972-1979) box 18 folder 630
- Taylor Shop (1966-1969) box 18 folder 631
- Tax Exemption Under Secretary 101 (6), Internal Revenue Code (1965-1973) box 18 folder 632
- Teachers Insurance and Annuity Association of America. Premium Remittance Forms (1974-1979) box 18 folder 633
- Teaching and Learning. Colloquium on (1967-1971) box 18 folder 634
- Teachers Insurance and Annuity Association/College Retirement Equities Fund (TIAA/CREF)
  - Administration Manual (1968) box 18 folder 635
  - Correspondence: Repurchases, Final Payments (1966-1981) box 18 folder 636
  - Correspondence: Retired, Active and Deceased Employees (1971-1979) box 18 folder 637
- Tillery, Charles L. of Halifax, North Carolina, Payments (1956-1974) box 19 folder 638
- Title 9 of the Education Amendments of 1972, Assurance of Compliance (1976 September 22) box 19 folder 639
- Traffic Control (1973-1981) box 19 folder 640
- Trustee Modification Proposal (1963-1978) box 19 folder 641
- Trustee Nominations (1964-1978) box 19 folder 642
- Twelve Man Dormitory Committee (1982) box 19 folder 643
- United Fund, Forsyth County, N.C.
  - Campaign (1972-1974) box 19 folder 644
  - Finance Committee (1980-1981) box 19 folder 645
- Universal Communication Systems, Telecommunication System Proposal (1982) box 19 folder 646
- University Calendar (1968; 1974; 1994) box 19 folder 647
- Vending Commissions, Monthly Reports (1968-1972) box 19 folder 648
- Vending Machine Sales, Monthly Reports (1968-1972) box 19 folder 649
- Wake Forest Institute of Labor Policy Analysis (WILPA)
  - Clippings (1978) box 19 folder 650
  - Contributions (1977-1978) box 19 folder 651-652
  - Requests for Return for Donations (1978) box 19 folder 653
- Wake Forest University
  - Budget report (1985-1986) box 19 folder 653 A
  - Budget overdraft requests (1970-1971) box 19 folder 653 B
  - Building and Grounds Invoices (1978) box 19 folder 653 C
  - Payroll summary (1985 December 20) box 19 folder 653 D
  - Reynolda Village, General Ledger Transaction Report (1985-1986) box 19 folder 653 E
  - 1099 report. box 19 folder 653 F
- Wake Forest University/Teamsters Local 391
  - Correspondence (1981-1982) box 19 folder 654
  - Negotiations (2) (1981-1982) box 19 folder 655-657
  - Sample Articles, Agreements (2) (1981-1982) box 19 folder 658-659
- Wake Forest 2000 Study, Working Copies (1982-1983) box 20 folder 660-661
- Welker, David H., Retirement Supplement (1980) box 20 folder 662
- Wills
  - Aydlett, E.F., includes Waiver and Assignment (1972) box 20 folder 663
  - Freezor, W.S. (1963-1969) box 20 folder 664
  - Gilliland, James D. (1966) box 20 folder 665
  - Johnson, Frederic B. (1965-1970) box 20 folder 666
  - Robin, W. Phil (1975) box 20 folder 667
  - Turner J. Clyde (1974-1975) box 20 folder 668
  - Williams, Robert E. (1968) box 20 folder 669
- Winston-Salem First Baptist Church
  - Budget Planning Committee (1970-1971) box 20 folder 670
  - Budgets (1970-1971) box 20 folder 671
  - Education Study Commission (1969-1970) box 20 folder 672
  - Finance Committee, Cash Accounts (1968-1971) box 20 folder 673-675
  - Philadelphia Class (1970) box 20 folder 676
- Winston-Salem Foundation, Winston-Salem, N.C. (1963-1967) box 20 folder 677
- Winston Salem Savings and Loan Association, Account Summaries (1978) box 20 folder 678
- Women's Dormitory No. 4
  - Architect (1969-1972) box 20 folder 679
  - Certificate of Payments (1970-1972) box 20 folder 680
  - Certifications (1970-1972) box 20 folder 681-682
  - Construction Progress Reports (1970-1972) box 20 folder 683-685
  - Contract and Change Orders (1970-1972) box 20 folder 686-688
  - Contractor: Job Meeting Report, Liquidated Damages, Subcontractors (1970-1973, 1972, 1970-1972) box 3 folder 689-691
  - Finance: General, Piedmont Federal Savings and Loan Association (1969-1970, 1970-1972) box 4 folder 692-693
  - General Information (1967-1972) box 4 folder 694
  - Housing and Urban Development (HUD), Application for Assistance, Correspondence, (Financial Matters), Grant Agreement, Herring Decorating (1971, 1968-1972, 1969-1971, 1972-1973) box 8 folder 695-699
  - Parking Lot No. 16, Conditions and Cost (1973) box 6 folder 700
  - Specifications (1970) box 6 folder 701
  - Trustee Action Including Financial Considerations (1970) box 6 folder 702
- Workers' Compensation Insurance Experience Rating (1981-1982) box 6 folder 703
- World University Service License Issued, Fund Raising Campaign (1968) box 6 folder 704
- Zachary Smith Reynolds Foundation, Winston-Salem, North Carolina, Correspondence Regarding the Financial Support of Wake Forest University (Faculty Salaries, Renovation of the Z. Smith Reynolds Library, Support of One Fifty Fund, etc.) (1971-1980) box 10 folder 705
- Zerba, John M. vs. Wake Forest University (Babcock School of Management) (1977) box 10 folder 706

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