Guide to the Appalachian State University Foundation, Inc. Records, 1929-2008

Summary Information

Title: Appalachian State University Foundation, Inc. Records, 1929-2008
Collection: UA.5049
Extent: 38.85 linear feet (71 boxes, 8 half-sized manuscript box, 1 book, 35 folders)
Abstract:

The Appalachian State University Foundation, Inc. was chartered in November 1970 to begin and sustain a fund-raising program for ASU and supports the university by receiving and investing private funds to help further the institution's academic mission. The Appalachian State University Foundation, Inc. Records, dating 1929-2008, contain mostly financial statements and meeting minutes for the Foundation and its Board of Directors.

Creator: Appalachian State University Foundation, Inc.

Biographical/Historical Note

The Appalachian State University Foundation, Inc. was chartered in November 1970 to begin and sustain a fund-raising program for ASU. The foundation exists solely to help create the best possible learning environment for ASU students and supports the university by receiving and investing private funds to help further the institution's academic mission. The organization operates as a nonprofit Internal Revenue Code Sec. 501(c)(3) organization. Between 2000 and 2010, the Foundation provided more than $78 million in support of university activities.

Scope and Contents

The Appalachian State University Foundation, Inc. Records, dating 1929-2008, contain mostly financial statements and meeting minutes for the Foundation and its Board of Directors. Though there are some earlier documents, most of the files date between 1970-2000. In addition to financial documents and minutes, these records also include correspondence, reports, policy and procedure documents, and other operating documents. Subjects include the Blowing Rock Post Office property, the Appalachian Evergreen Campaign, the App House, the New York Loft, PIMCO, Investment Advisory Committee, SH Oil and Gas Exploration investments, and the McKinney Alumni Center.

Arrangement

This collection has not yet been fully processed.

Administrative Information

Access Restrictions

This collection is open for use in the Dougherty Reading Room. Individual accessions may have access restrictions due to the presence of confidential information. Restrictions are noted in the Accessions List, where applicable.

Acquisitions Information

These records were transferred to the University Archives in multiple accessions.

Processing Information

This record group has been minimally arranged and described in summary but has not yet been merged into a single collection. The record group currently consists of numerous individual accessions listed below.

Preferred Citation

[Identification of item], UA.5049: Appalachian State University Foundation, Inc. Records, University Archives, Appalachian State University, Boone, N.C., USA.

Container List

The following accession list links to inventories of records received and added to this record group.

UA.2003.007: Appalachian Foundation, Inc. Financial Records, 1975-1987 [Restricted for confidential information.]

UA.2003.008: Minutes of Board of Directors, Appalachian Foundation, 1978 [Restricted for confidential information.]

UA.2003.009: Minutes of Board of Directors, Appalachian Foundation, 1978 [Restricted for confidential information.]

UA.2003.092: Division of Development and Public Affairs: Policies and Procedures, 1987-1988

UA.2003.093: Division of Development and Public Affairs: Policies and Procedures, 1987-1988

UA.2003.094: Revision of Development and Public Affairs Policy Manual, 1988-1989

UA.2004.059: Monthly Financial Statements File, 1988-1989

UA.2004.113: Audit Report File, 1998-2002

UA.2004.157: Minutes of the Board of Director's office, 1983

UA.2004.158: Appalachian Foundation Minutes of the Corporation File, 1979-1982

UA.2004.159: Minutes of the Investment Advisory Committee File, 1980-1983

UA.2004.160: Foundation Working Files, 1988-1992

UA.2004.162: Appalachian Foundation, Inc. Audit Report File, 1990-1991

UA.2004.163: Appalachian Foundation, Inc. Tax Return File, 1989-1990

UA.2004.164: Appalachian Foundation, Inc. Gift-in-Kind Reports File, 1988-1990

UA.2004.165: Appalachian Foundation, Inc. Custodian Investment Reports File, 1989-1991

UA.2004.166: Appalachian Foundation, Inc. Monthly Financial Statements File, 1990-1991

UA.2004.181: Appalachian Foundation Minutes of the Corporation, 1971-1977 [Restricted for confidential information.]

UA.2004.182: Appalachian Foundation Minutes of the Board of Directors, 1971-1977 [Restricted for confidential information.]

UA.2004.183: Appalachian Foundation Tax Return File, 1970-1984 [Restricted for confidential information.]

UA.2004.184: Appalachian Foundation Audit Report File, 1970-1984

UA.2004.185: Appalachian Foundation Monthly Financial Statements, 1970-1984 [Restricted for confidential information.]

UA.2004.186: Appalachian Foundation Custodian Investment Reports, 1973-1986 [Restricted for confidential information.]

UA.2004.188: Foundation Working File, 1985-1987

UA.2004.198: Appalachian Foundation Accounts file - General Ledger, 1981-1986

UA.2005.037: Appalachian Foundation Working File, 1975-1989 [Restricted for personal information.]

UA.2005.107: Appalachian Foundation Budget and Tax Files, 1985-1987 [Restricted for confidential information.]

UA.2005.118: University Advancement Subject and Correspondence Files, 1970-1989

UA.2005.237: Appalachian Foundation Audit Reports and Office Files, 1977-1991

UA.2006.010: Appalachian Foundation Tax Return File, 1986-1994 [Restricted for confidential information.]

UA.2006.041: Appalachian Foundation Working Files, 1991-1996

UA.2006.199: Vice Chancellor for University Advancement: Foundation Board of Directors Meeting Minutes, 1997-1999

UA.2006.238: Appalachian Foundation Minutes of Board Meetings, 1988-1998

UA.2006.300: Foundation Accounting File, 2002 [Restricted for confidential information.]

UA.2006.301: Foundation Accounting File, 2003 [Restricted for confidential information.]

UA.2006.302: Foundation Accounting File, 2004 [Restricted for confidential information.]

UA.2009.070: Minutes of Foundation Board of Directors, 2002 [Restricted for confidential information.]

UA.2009.082: Foundation Legal and Administrative File, 1983-2004 [Restricted for confidential information.]

UA.2009.108: Minutes of Foundation Board of Directors Meetings, 2003

UA.2009.143: ASU Foundation Working File, 1929-1995 [Restricted for confidential information.]

UA.2010.014: ASU Foundation Legal and Administrative File, 1973-2008 [Restricted for confidential information.]

UA.2010.043: University Advancement: Foundation and Trustees Meeting Minutes, 2001-2004