Agency history, 1905-2013

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Subject

  • Adams, W. I
  • Dorsey, Nicholas W
  • Howard, J. D
  • Clark, Thomas F
  • Roy, Edgar L
  • Martin, Otis O
  • Morgan, Betty J
  • Hohenlohe, Christian
  • Levin, Ann R
  • Anand, Sudeep
  • Smithsonian Institution Investment Policy Committee
  • Smithsonian Institution Office of the Accountant
  • Smithsonian Institution Disbursing Agent
  • Smithsonian Institution Office of the Treasurer and Disbursing Agent
  • Smithsonian Institution Office of Finance and Accounting

Category

Agency History

Notes

  • This is an agency history. It does not describe actual records. The Smithsonian Institution Archives uses these histories as brief accounts of the origin, development, and functions of an office or administrative unit to set that unit in its historical context. To find information on record holdings, please double-click the highlighted field "Creator/Author", which will open on a brief view of relevant records.
  • Annual Report of the Smithsonian Institution, 1906, 1910, 1929, 1939, 1940, 1947, 1948, 1955, 1969 et seq.
  • Robert Stowe England, "Sudeep Anand, Treasurer, the Smithsonian Institution," http://www.assetpub.com/archive/ps/98-02psfeb/feb98PS18.html, July 5, 2001
  • W. I. Adams correspondence, Office of the Secretary, 1890-1929, Record Unit 45, Box 62
  • Nicholas W. Dorsey correspondence, Office of the Secretary, 1890-1929, Record Unit 45, Box 62
  • Smithsonian Institution Archives, Accession 15-255: Office of the Treasurer, treasurer's Records, circa 1986-2014, https://siarchives.si.edu/collections/siris_arc_371116, accessed December 3, 2021
  • The Office of the Treasurer began as the Office of the Accountant and Disbursing Agent in 1905. As Accountant of the Smithsonian Institution the incumbent was responsible for the Smithsonian's private funds. As Disbursing Agent he was responsible for the federal funds appropriated to the United States National Museum and any other federal funds the Smithsonian received. In 1929 the position was named the Office of the Treasurer and Disbursing Agent. The present title has been used since 1940. As the Smithsonian's private endowment has grown over the years, the Treasurer has focused his attention on private funds. At present the Treasurer, along with the Investment Policy Committee, develops investment policy recommendations. These are implemented by outside money management firms employed for the purpose and monitored by the Treasurer. In late 2013 the Office of the Treasurer became part of the Office of Finance and Accounting.
  • W. I. Adams was Accountant and Disbursing Agent, 1905-1924, and was succeeded by Nicholas Dorsey. Dorsey's title became Treasurer and Disbursing Agent, 1929-1940, and Treasurer, 1940-1947. J. D. Howard followed Dorsey, 1948-1954; T. F. Clark, 1955-1959; Edgar L. Roy, 1960-1964; Otis O. Martin, 1965; Betty J. Morgan, Assistant Treasurer, 1966-1968; T. Ames Wheeler, 1969-1978; Christian Hohenlohe, 1979-1984; and Ann R. Levin, 1987-1990. The Office was apparently vacant in 1991; and Sudeep Anand served, 1992-2013.
  • For a history of the larger creating unit, refer to "Forms part of " above.

Repository Loc.

Smithsonian Institution Archives, Capital Gallery, Suite 3000, MRC 507; 600 Maryland Avenue, SW; Washington, DC 20024-2520

Date

  • 1905
  • 1905-2013

Topic

  • Museum finance
  • Endowments
  • Auditing

Form/Genre

Mixed archival materials

Local number

SIA AH00295

Full Record

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