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Archival description
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Executive Council of the DFMS

Records of the proceedings and directly supervised programs of the entities under the management of the Executive Council. Records include proceedings, minutes, reports, documents, governance records, and some administrative records. With the consolidation of executive powers under the primate after 1973, staff offices typically associated with the National/Executive Council were placed under the authority of the Presiding Bishop acting as mission program or administrative entities. These staff offices exist as a separate categories of mission program or in their administrative capacity with the DFMS.

Episcopal Church Annuals. Accumulating Collection

The Archives holds what appears to constitute a full set of Church Annuals dating from 1810 through present day. These annuals were published under various titles by multiple publishers, which were often published simultaneously, merged and/or renamed, resulting in an overlapping listing of titles and dates of publication.

Various Publishers

Financial Administration

Generally includes the business and operational records of the treasurer or chief financial office, the controller, and other unit directors responsible for the administration of financial assets and reporting responsibilities, for control and reporting of gifts, and other asset-related duties assigned by General Convention or Executive Council.

Accounting and Audit

Permanent records of financial accounting and status. The records include accounts payable and receivable (including donations and gifts), standard financial statements, ledgers, charts of account, financial reports and analysis, proposed and final budgets, and distribution of cash funds for awarded grants.

Trusts and Investments

Permanent records of DFMS fiduciary accountability for invested funds in all endowments, trusts, and custodial accounts; including records of the investment oversight committees, trust fund registers, DFMS donor trust files, fiduciary trust investment files, records of agreements and reports from investment service providers, and annual statements on investment returns.

Property and Legal Compliance

Records of DFMS real and personal property and similar assets under management, including legal obligations in governmental filings, tax filings, response to civil inquiries, and litigation that may fall to this area of management.

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