Financial records

PLEASE NOTE: Access to some records many be restricted. Please refer to the access policy.

Monthly/Annual Trustee Reports on Expenditure, 1939-1942, 1983-1993
Andover Program Files (3 Boxes)
Reports of Auditors (2 Boxes)
Treasurer’s Office Correspondence
Estate materials
Schedule of accounts box
Gifts to Income folders (6), 1974-1979
Foreign investment security planning & endowment 1980s

Treasurer’s office misc. boxes (14 document boxes)
Treasurer’s office financial statements (8 boxes)
Treasurer’s office investments
Traveler’s insurance 1941-1969
Insurance policy binders 1960s, 1990s (6 binders: 4 big, 2 small)
Superintendent’s Time Books, 1913-1920 (5 slim volumes, 14”)
Insurance claims & lawsuits, 1980s (1 record carton)
Building files, 1980s (Susan Stott)

Receipts/Expenditure and Income books, 1795-1950s
Cash receipt bound volumes (30)
Journal bound volumes (9)
Top shelf: bound volumes
Lt Gov Samuel Phillips Charitable Donation, 1802-1933
Lt Gov Samuel Phillips Charitable Donation, 1802-1938 (also includes accounting re. books given to Andover; female schools; charity scholars)
Journal account book for Phillips Academy Andover, 1795-1841
Day Books (2), 1796-1841

Abbot Academy finances (3 bound volumes)
Checking/Balancing books, early 1900s
Teachers’ receipts booklets, 1821-1870, 1803-1808, 1808-1821

Box of investment receipts, 1979-1983
Books of bond investments (2), 1970s
Special investments book
Stock portfolio, 1982-1992
Box of investments & bank statements, 1968-1979, 1976

Investment portfolios
1943-1948
1979-1983
1982-1997
1948-1953
1938-1943
1924-1938
1958-1963 (2 books)
Insurance portfolio/prices 1940-1942
Various security incomes (box)
Treasurer’s office investments (10 boxes)
Assets books (3), 1915-1939
Box of Treasurer’s office investment transactions, 1960s-1970s
Box of Treasurer’s office (misc.) investments and appraisals, etc.
Books of donations and securities, 1834, 1920s
Book of Abbot Academy bond investments and stocks, 1974-1978

Report of the Treasurer, 1977-1983
Sports receipts, 1902-1932
Bond/Stock investments, 1969-1973
Investments, 1915-1916, 1923-1924
Bishop Hall notes
Investments 1984-1987/1980s
Stock journals 1986-1987
Bond for Commons completion, 2009
Treasurer’s office general files prior to 1976, US Govt. – Highway use tax
Treasurer’s office general files prior to 1976, Andover Inn – College tuition
Treasurer’s office real estate box files, 5 boxes, 1836, 1904-1967
Treasurer’s office property schedules (taxes) 1888-1959
Seminary purchase box, 1908-1909
Endowment year end papers, 1969-1983
Endowment year end papers, 1986-1987
Endowment year end papers, 1985-1986
Treasurer’s office general files prior to 1976, RO-US Govt.
Cash receipts books, 1948-1951
Cash receipt books, 1942-1945

Treasurer’s office buildings Abbot House – Addison Gallery of Art
Treasurer’s office buildings Andover Inn 1928-1932
Plaque for Barbara Chase for completion of Chapel
Treasurer’s office buildings Carter House – Churchill House
Books concerning 2009 Commons renovation
Treasurer’s office buildings Cole House – Heating Plant
Evans Hall various documents
Hardy House renovation – Gelb Science Center dedication
Treasurer’s office correspondence (buildings) with James Sawyer, Johnson Hall – Memorial Gym, Moving
Treasurer’s office specifications, Memorial Gym
Andover Program Workbook
Commons renovation plans
Treasurer’s office correspondence (buildings) with James Sawyer on Memorial Gym, Moody House
Treasurer’s office correspondence (buildings) with James Sawyer, Memorial Tower and Carillon
Phelps House folders
Treasurer’s office correspondence (buildings) with James Sawyer, Morse Hall – Phillips Club
Treasurer’s office correspondence (buildings) with James Sawyer, O.W.H. Library – Infirmary; notes on the history of medical care at PA
Treasurer’s Office buildings OWH Library
Treasurer’s office correspondence (buildings) with James Sawyer, Paul Revere Hall (Charles A Platt, Architect)
Treasurer’s office correspondence (buildings) with James Sawyer, Rockwell House – Addition to Infirmary
GW Trustee room renovation
Treasurer’s office correspondence (buildings) with James Sawyer, Samaritan house & Partial GW hall
Treasurer’s office correspondence (buildings) with James Sawyer, GW Hall (cont.) – Woods House
Treasurer’s Office correspondence under Mr. Monroe up to 1970, 4 boxes
Morgan Guaranty Kemper Fund, 1975-1980
Treasurer’s Office General files through early 1970s, Abbot – Benner House
Treasurer’s Office General files through early 1970s, Boston Patriots – Bush, George – Chart of Accounts
Treasurer’s Office General files through early 1970s, CHR-FO
Treasurer’s Office General files through early 1970s, G-I
Treasurer’s Office General files through early 1970s, L-MA
Treasurer’s Office General files through early 1970s, NA-NOTA
Treasurer’s Office General files through early 1970s, NO-P
Treasurer’s Office General files through early 1970s, PR-R
Treasurer’s Office General files through early 1970s, SA-SM
Treasurer’s Office General files through early 1970s, SO-ST
Treasurer’s Office General files through early 1970s, SYA (2 boxes)
Treasurer’s Office General files through early 1970s, SU-Telescope
Treasurer’s Office General files through early 1970s, Ten-WO
Treasurer’s Office General files through early 1970s, Withholding tax records 40s-50s
Treasurer’s Office general files prior to 1976, F-RES

Treasurer’s office correspondence with James Sawyer (various) 15 boxes
Treasurer’s office correspondence under Mr. Schereschewsky, through 1955, 4 boxes
Treasurer’s office correspondence and files under Mr. Schereschewsky, 1952 (and earlier) to 1969, 12 boxes
Treasurer’s office correspondence 1890-1891
Treasurer’s office correspondence under Mr. Schereschewsky, outside organizations, 1952-1955
Treasurer’s office, reports on real estate headed by E.B. Bishop, 1903-1904

Treasurers of PA letters, 1840s – 1850s
Treasurer’s correspondence, 1838-1905, 11 boxes see list below
Treasurer’s correspondence largely with Mr. Hopper and Mr. Gould in the 1930s and 1940s, 6 boxes
Treasurer’s correspondence largely with Mr. Gould, 1912-1945, 6 boxes
Books of Treasurer’s letters, 1847-1890s
Box of old construction bills
Treasurer’s office correspondence with Andover Press, Andover Theological Seminary, 1808-1951

 

Comptroller (treasurer) correspondence, 1838-1905

11 boxes

Samuel Fletcher (1839-1856), John Lord Taylor, Edward Taylor, treasurers

 

Box Folder Date
1 Ledger balances charitable donations 1810-1888
1 Edwards Park: letters, deeds etc. in matter of sale of Andover property to trustee P.A. & investment of proceeds for Sara E. Park April 27, 1888
1 Edwards, Sara, William Park letters re. sale of Andover property to P.A. 1888
1 Contract with Jesse Moulton & Michael Mahoney of removal of ledge, grading campus & building 1887
1 Richard Bond to Rev. Dr. Edwards re restoring brick house 1861
1 Contracts for sanitorium June 1881
1 Treasurer’s statement on Seminary & treasurer’s notes April 30, 1882
1 Lists of bonds and bank stocks 1871, 1875-1877
1 Edward Taylor: correspondence (2 folders) May 1, 1871-April 30, 1872
1 Letters to treasurers from parents of prospective students to academy 1841-1904
1 Contract building Adams House occupied by William Graves 1886
1 Treasurer reports 1852-1862, 1891, 1893
1 Treasurers’ record books and reports 1817-1888
2 Henry Hill: will 1836
2 Balances, ledgers, & a few miscellaneous records 1816-1860
2 Balances, ledgers 1861-1899
2 S. Fletcher: mortgages 1842-1845
2 S. Fletcher: mortgages 1846-1856
2 John L. Taylor, D. Noyes, S. Fletcher: mortgages 1850-1859
2 John L. Taylor: mortgages 1850-1860
2 John L. Taylor: mortgages 1860-1869
2 John L. Taylor: reports 1867, 1877
2 Alpheus Hardy: correspondence 1890-1894
2 Edward Taylor: correspondence 1870-1874
2 Report on system of accounts for trustees by Niles & Niles May 13, 1903
3 Business letters re. land 1880-1889
3 Isaac Hurd, B. Gorham, Joseph Jenkins 1812, 1819, 1829
3 Deed on land 1866 Pike Street 1870
3 Cohen estate 1887-1888
3 Thomas Gartland mortgage on land in Tewksbury 1849-1856
3 Blanchard and Henry Abbot land 1833-1901
3 Edward H. Williams: deed and lease of land 1903
3 Land in Wilmington 1843-1888
3 Cheever House 1895, 1902
3 Leavitt Thaxter: correspondence 1843-1856
3 Alfred French: mortgage release 1904
3 G.W. Warren correspondence with Mr. Taylor 1860-1862
3 Woods property No date
3 Nathan Allen of Lowell correspondence with treasurer 1844-1870
3 W.J. Farnsworth and S. Fletcher 1846
3 Thomas Hopkinson, 1842-1860; Jesse Prker, 1814  
3 John A. Knowles 1843-1865
3 E.P. Mackintire 1850-1861
3 Hervey Kent 1856-1870
3 George Farrar; James K. Frothingham 1844-1846
3 John W. Shepard 1850
3 Avi Davis 1856
3 George C. Beckwith: borrowing money from Academy 1847-1849
3 B.F. Hayes: mortgage 1869
3 E.E. Reynolds & Nelson Converse: old mill in Woburn 1847-1850
3 Charles D. Adams 1892
3 Joseph Young 1859-1861
3 Ithamar Beard 1854-1860
3 Samuel Williston 1854-1865
3 C.D. Lothrop: lot of land and well 1861
3 Sarah Pollock: estate, Lowell 1860-1861
3 C.U. Bell: land 1886
3 Albert Brewster: land in Methuen 1887-1891
3 Academy buildings 1841-1891
3 Cottage Fund, Marcus Morton 1889-1893
3 Building Committee, New Academy Hall  
3 Mansion House-Stowe House correspondence 1892-1895
3 Mansion House: leases, correspondence etc. 1851-1887
3 Hot water heating system for Inn 1888-1906
3 Mansion House tenancy 1886
4 Gifts & bequests; correspondence & Mr. Bishop’s opinion re charitable funds & donations given to trustees 1843-1902
4 William C. Chapin: $1000 subscription to beneficiary fund 1862
4 Hooper legacy 1872-1873
4 Gifts to scholarships and Centennial Fund 1881-1906
4 Portraits 1867-1887
4 Samuel H. Taylor memorial fund 1871
4 Ebeneezer Aldin sinking fund 1871-1876
4 Prizes 1878-1900
4 Students educational fund 1854
4 Samuel Hubbard, trustee 1823-1843, 1856
4 W.H. Wells, Teachers Seminary reports 1840-1847
4 Samuel Farrar 1807-1743
4 Alpheus Hardy 1849-1902
4 Joseph W. Backus, report of teaching, Teachers Seminary 1848
4 William Cogswell, trustee 1837-1845
4 W.A. Stearns, trustee 1858, 1872
4 Roads in Andover 1849-1850
4 Schoolhouse in Phillips District 1849-1850
4 Constitutions of Phillips Academy and Phillips Exeter Academy 1895
4 Ephraim Newton: cabinet of natural history named in his honor 1857
4 Jonathan Clement: resignation 1829
4 John Aiken, trustee 1842-1863
4 Annual statements of John Phillips & Abbot Farms 1851-1886
4 Rev. Daniel Dana, trustee 1804-1856
4 William Frost petition to trustees 1839
4 Proposal for steam heating for Academy boarding house 1887
4 Boarding houses 1804-1906
4 Samuel Fletcher: trustee (1839-1858), treasurer (1842-1856)  
4 W.B. Corbin: report of instruction 1840, 1842
4 Alonzo Gray (assistant in Teachers Seminary): reports 1839-1847
4 English Dept (Teachers’ Seminary): report 1838-1839, 1840-1842
4 Board of trustees report re English Dept Committee report re necessity for having a permanent instructor 1808, 1830, 1842
4 Stewards of the Academy 1809-1901
5 Investments 1850-1889
5 Schedule of notes & certificates of stock November 30, 1795
5 Railroad investments 1839-1901
5 Davenport & Co., Richmond, Virginia stock brokers 1869-1879
5 Aiken Parker farm in Dracut 1860-1892
5 William Davidson, Lowell 1843-1891
5 Nathaniel Oliver: recommendations as instructor (from Harvard) but he did not come to P.A. 1809
5 Ebeneezer Adams refusing position of principal (1809); notes on John Adams by board of trustees (1832)  
5 Daniel Cummings to trustees requesting release from obligation 1824
5 John Adams: letters to trustees 1816, 1832-1833
5 Osgood Johnson: to trustees requesting salary increase Sept 1832
5 Samuel Armstrong, trustee: letters re business 1831-1847
5 Samuel Reed Hall: letters to trustees 1830-1837
5 Samuel Reed Hall, Teachers’ Seminary 1835-1846, 1866
5 Samuel Reed Hall: deeds 1833
5 Josiah Quincy: letters re Academy business; notes from 1856 interview with him 1838-1856
5 Josiah Quincy and John L. Taylor 1859
5 William Bostwick Banister, trustee 1827-1837, 1843
5 Justin Edwards, trustee 1820, 1845
5 Jonathan Phillips, trustee 1820, 1838
5 Phillips correspondence 1796-1858
5 Jeremiah Evarts, trustee 1829
5 Judge Oliver Peabody of Exeter to Eliphalet Pearson: copy of portrait of Dr. Phillips 1814
5 Samuel Hall Walley, trustee; & letters from son re distribution of books to soldiers (1859, 1866) 1810-1848
5 Tim Farnham recommending Isaac Plummer Foster 1809
5 William Phillips legacy 1827
5 Change of vacation times 1778-1786
5 William Park donating Eliphalet Pearson papers to PA 1901
5 Jonathan Burr (Sandwich, Mass): establishing academy like PA 1804
5 Oliver Wendell resigning as treasurer 1803
5 Lists of heads of families and their children and school districts in Andover 1803
5 List of children in Osgood District 1803
5 List of children in Abbot District No date
5 List of children in Baileys District No date
5 List of children in Seatland District No date
5 Regulation of conduct of scholars in particular at boarding houses 1781, 1792
5 Phillips Exeter Academy correspondence 1795-1895
5 S. Poullin to John Lovejoy Abbot: sending Mon Gallatin to settle his account 1782
5 Josiah Stearns, trustee, resignation 1781
5 Bancroft asks Dr. Taylor to make Samaritan House (Double Brick) more comfortable and healthful 1880
5 Bancroft death: letters 1901
5 William Symmes, trustee: resignation 1795
5 Frederic Tilton, principal 1871-1873
5 Andover Bridge 1802-1846
5 George Herbert Palmer, class of 1858 (later Harvard prof): applies as PA principal 1871
6 W.F. McKeen: to be in charge of heating apparatus at Academy 1886
6 Cistern and reservoir 1844-1885
6 F.M. Hill, buildings supervisor 1886-1899
6 S.A. Gray, Sophia C. Davis; Robert Bishop  
6 Phillips family genealogical notes; Holmes Annals  
6 Vote releasing right of trustees to land of Jonathan Cummings No date
6 Library, chapel and new Academy building 1864-1894
6 New Academy Building 1870-1894
6 Heating Academy building 1886-1893
6 Repairing dwelling houses and office 1842
6 Brown Emerson, trustee: acceptance and resignation 1839-1856
6 Osgood Johnson, instructor then principal; portrait from grandson (1893-1894) 1833-1837
6 Ebeneezer Aldin, trustee 1837-1881
6 Myron Morris: resigning as teacher in English Dept 1839
6 Library: Report on state of the Academy library by S.H. Taylor (1840); letters to Bancroft re gifts to library (1894, 1895)  
6 John L. Taylor: letters re mortgages 1862, 1863
6 General treasurer correspondence to Fletcher (1847) and E. Taylor (1870)  
6 General treasurer correspondence to Fletcher (1844), Edward Taylor (1886-1887), John L. Taylor (1852-1853)  
7 General treasurer correspondence to Fletcher (1843), Edward Taylor (1886-1889), John L. Taylor (1856-1865)  
7 General treasurer correspondence to Edward Taylor (1888-1889), John L. Taylor (1866-1867), Alpheus Hardy (1894)  
7 General treasurer correspondence to John L. Taylor: mortgages 1860-1864
7 General treasurer correspondence to John L. Taylor 1864-1865
7 General treasurer correspondence to Edward Taylor 1868-1870
7 General treasurer correspondence to John L. Taylor 1861-1862
7 General treasurer correspondence to John L. Taylor and Edward Taylor 1861-1885
8 General treasurer correspondence to Samuel Fletcher (3 folders) 1841-1850
8 General treasurer correspondence to John L. Taylor (3 folders) 1851-1854
8 Tarr mortgage, William H. Bent 1876-1884
8 General treasurer correspondence to Samuel Fletcher (1846) and Edward Taylor (1872)  
9 General treasurer correspondence (10 folders) 1843-1859
10 General treasurer correspondence (3 folders) 1843, 1848, 1850, 1859-1860
10 Willard Sears to Alpheus Hardy: sanitary houses for dormitories 1890
10 A.M. Jones: refund for son’s withdrawal from PA 1889
10 Drinking water analyses 1874, 1884
10 Deed and correspondence: land in Kansas 1891-1897
10 Wind Engine Co: pipes 1884
10 James B. Clarke: giving scholarship 1870
10 David Buck: rent of Stuart House 1857-1860
10 William Barrett: plumbing 1884
10 Unruh property 1894
10 Taxes to be paid by Francis Sawyer  
10 Lombard Investment 1884, 1888
10 Sophia Lloyd and S.F. Abbott cases against trustees 1877, 1879
10 C.B. Mason: renting Abbot Farm and building Andover Cottage 1892, 1893
10 M.J. Hicks: tuition bill 1884

 

10 Selling land in Wilmington Irwin Morse 1887
10 Abbot & Jenkins, builders: bills 1870
10 R. Martin: ventilators 1868
10 James Fish: mortgage 1885
10 Evelyn Stoodley: mortgage 1896
10 Police court trustee writs 1896 (2 folders) 1896
10 Mortgages in Boxford 1895-1896
10 Mortgages in Georgetown 1873
10 Real estate in Lawrence 1882-1883
10 Stock in land company 1898
10 Benjamin Harding: mortgage deed of trust 1898
10 Applications to fill vacancies on the faculty 1873-1901
10 Land in Maine (3 folders) 1800-1894
11 Sarah Abbot testimony of satisfaction in husband’s will 1807
11 S.L. Chamberlain; house 1844
11 Caroline Baker: receipted bills at Mansion House 1851
11 Sample leases to town of Andover from trustees 1885
11 Ads in The Mirror 1887
11 Josiah Small selling land to PA which he bought from Willard Pike  
11 Ebeneezer Needham: deeds of land to PA 1835, 1836
11 Land sold by Nathaniel Dowding to Daniel Saunders in Methuen 1844, 1845
11 Abel Baker: land in Boston to trustees 1827
11 Deeds of land in various towns (20 folders) 1811-1859