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INSTITUTIONAL RECORD Identifier: 00009

Institute for Advanced Study (Princeton, N.J.). Finance and Administration. Comptroller records

Scope and Contents

The Institute for Advanced Study (Princeton, N.J.). Finance and Administration. Comptroller records consist administrative and financial records created and accumulated by the Comptroller's Office at the Institute for Advanced Study.

Materials primarily focus on financial matters pertaining to the Institute. However, in their entirety the records of the Comptroller Office reflect the evolution of the Institute's administrative and financial operations over time. Early records tend to have a wider scope and show the Comptroller or General Manager's involvement in a range of Institute activities. Later records pertain almost exclusively to financial or real estate matters. Materials pre-date beginning in 1833 and including materials up to 1991.

Dates

  • Majority of material found within 1930-1973
  • 1833-1991

Conditions Governing Access note

Select materials in this collection are subject to the Institute for Advanced Study Archival Policy (1986).

Per the Institute for Advanced Study Archival Policy, Institute records remain under restriction for 30 years from the date of the record’s creation. Additionally, all institutional records related to personnel (including human resources record and/or records related to recommendation and/or appointment to the Institute) remain restricted for the lifetime of both the creator and subject.

Conditions Governing Use

Researchers are welcome to publish, reproduce, and use the Shelby White and Leon Levy Archives Center’s holdings in accordance with U.S. Copyright Law. Under the Fair Use doctrine, users may freely reproduce materials for personal research, teaching, and/or scholarship. Under the same doctrine, users may cite or publish selected passages and/or quotations for comment and criticism. In accordance to U.S. Copyright Law, researchers seeking to reproduce and/or publish materials in the entirety and/or for commercial purposes will require the permission of the copyright holder.

The Institute for Advanced Study holds the copyright to materials generated by Institute employees over the course of their work for the Institute. Where the Institute for Advanced Study holds the copyright, researchers are free to reproduce materials for one-time, non-commercial purposes. For all other cases, researchers are responsible for contacting the Archives Center to request permission at: archives@ias.edu For all materials for which the Institute is not the copyright holder, researchers that choose to pursue publication and/or reproduction are responsible for determining the individual who does hold the copyright and requesting permission directly from that individual. Researchers with questions regarding the reproduction or use of archival materials can contact the Archives Center to request help at: archives@ias.edu.

Biographical / Historical

The scope of activities undertaken by the office and the person in the Comptroller position has evolved over the Institute's history. Until the late 1940s, the Institute administrative staff was very small and most business operations were handled by the Director, his assistants, and select Board members. By 1947, the Institute had created a small Business Office. William Bradley served as the General Superintendent, responsible primarily for facilities-related issues, and Luella Trinterud served as Comptroller, responsible for financial management.

In 1950, the Business Office became part of the Office of the General Manager, led by Horace Kingston Fleming, known as H.K. Fleming. Areas of oversight for the Office of the General Manager included finance, furniture and equipment acquisitions, maintenance, housing, and transportation. Luella Trinterud continued as Comptroller.

Minot ("Mike") Morgan was named General Manager and Comptroller in 1954. He remained with the Institute until his retirement in 1978. With these positions held by the same person, some business functions for which responsiblity would typically be split were consolidated. At the time of his retirement, the positions and functions were once again split, with James Barbour being named Assistant Manager of Administration (later Manager of Administration) and Sabina Modzelewski, Comptroller. At that time, the Comptroller was solely responsible for financial operations.

Mary Mazza was named Comptroller in 1988. The current Comptroller's Office includes responsibility for all aspects of accounts payable and receivable, payroll, and accounting.

Extent

19 linear feet (13 letter-size document storage containers, 12 legal-size document storage containers, 3 record storage cartons, 1 clam-shell containers, 3 flat storage containers )

Language of Materials

English

Overview

The Institute for Advanced Study (Princeton, N.J.). Finance and Administration. Comptroller records consist administrative and financial records created and accumulated by the Comptroller's Office at the Institute for Advanced Study. Materials pre-date beginning in 1833 and including materials up to 1991.

Arrangement

These records are arranged into the following sub-groups: Topical Files, Financial Records, Mortgage Information, Safety Deposit Box No 267, and Office Files .

Related Materials

Other records related to the Institute's financial matters, as well as the broader topics covered in the Comptroller records, may be found in the Director's Office records.

Processing Information

Upon receipt, archivists rehoused material into acid-free containers for long-term storage and preservation. Archivists retained the original order of materials and described the materials as four distinct sub-groups.

Title
Guide to the Institute for Advanced Study (Princeton, N.J.). Finance and Administration. Comptroller records
Status
Completed
Author
Christine Di Bella compiled this finding aid.
Date
unknown
Description rules
Describing Archives: A Content Standard
Language of description
English
Script of description
Latin
Language of description note
This finding aid is written in English.

Revision Statements

  • 2022-01-24: Caitlin Rizzo revised this finding aid to comply with DACS standards and revised the record group title.