Price Waterhouse and Coopers & Lybrand records, 1891-2000

Sub-subseries I.1.1: Bound Volumes

Bound Volumes of formal bookkeeping records with handwritten entries

Request Box 1

Box 1 Folder 1 LRB&M Journal, Philadelphia Office, Philadelphia, PA, Oct. 1919 - Sep. 1929, 160p. (10.5 x 8.5 x 0.5)

Box 1 Folder 2 LRB&M Journal, Philadelphia Office, Philadelphia, PA, Oct. 1929 - Sep. 1937, 152p. (10.5 x 8.5 x 0.5)

Box 1 Folder 3 LRB&M Journal, Philadelphia Office, Philadelphia, PA, Oct. 1937 - Sep. 1943, 152p. (10.5 x 8.5 x 0.5)

Box 1 Folder 4 LRB&M Journal, [Philadelphia Office], [Philadelphia, PA], Oct. 1943 - Apr. 1952, 152p. (10.5 x 8.5 x 0.5)

Box 1 Folder 5 LRB&M Journal, n.p., Dec. 31 1918 - Sep. 30, 1923, 152p. (10.5 x 8.5 x 0.5)

Box 1 Folder 6 LRB&M Journal, n.p., May 1952 - Mar. 1959, 152p. (10.5 x 8.5 x 0.5)

Box 1 Folder 7 LRB&M Journal, n.p., Apr. 1959 - Mar. 1964, 152p. (10.5 x 8.5 x 0.5)

Box 1 Folder 8 LRB&M Journal No.2, n.p., Dec. 31 1909 - Mar. 17, 1920, 200p, 47p used (11 x 8.5 x 1)

Box 1 Folder 9 LRB&M Journal No.3, n.p., Dec. 31 1911 - Sep. 30, 1919, 200p, 86p used (11 x 8.5 x 1)

Box 1 Folder 10 LRB&M Journal No.4, n.p., Apr. 1924 - Sep. 1929, 200p. (11 x 8.5 x 1)

Box 1 Folder 11 LRB&M Journal No.5, n.p., Oct. 2, 1935 - Sep. 30, 1930, 300p. (11 x 9 x 1.5)

Box 1 Folder 12 LRB&M Journal No.6, Philadelphia, PA, 1898 - 1909, 129p. (14 x 9 x 1)

Box 1 Folder 13 LRB&M Journal No.7, n.p., 1908 - [1920], 188p. (11 x 8.5 x 1)

Request Box 2

Box 2 Folder 1 LRB&M Journal No.8, n.p., 1911 - 1913, 192p. (11 x 8.5 x 1)

Box 2 Folder 2 LRB&M Journal No.9, n.p., 1914 - 1915, 172p. (11 x 8.5 x 1)

Box 2 Folder 3 LRB&M Journal No.10, n.p., 1916 - 1917, 272p. (11 x 9 x 1.5)

Box 2 Folder 4 LRB&M Journal No.11, n.p., 1918, 272p. (11 x 9 x 1.5)

Box 2 Folder 5 LRB&M Journal No.12, n.p., 1919 - 1920, 272p. (11 x 9 x 1.5)

Box 2 Folder 6 LRB&M Journal No.13, Philadelphia, PA, 1919 - Sep.30, 1924, 272p. (11 x 9 x 1.5)

Box 2 Folder 7 LRB&M Journal No.14, Philadelphia, PA, Oct. 1, 1924 - Sep. 30, 1927, 272p. (11 x 9 x 1.5)

Box 2 Folder 8 LRB&M Journal No.15, Philadelphia, PA, Oct. 1, 1927 - Sep. 30, 1929, 272p. (11 x 9 x 1.5)

Box 2 Folder 9 LRB&M Journal No.16, Philadelphia, PA, Oct. 1, 1929 - Sep. 30, 1932, 372p. (11 x 9 x 1.5)

Request Box 3

Box 3 Folder 1 LRB&M Journal No.17, Philadelphia, PA, Oct. 1, 1932 - Sep. 30, 1936, 372p. (11 x 9 x 1.5)

Box 3 Folder 2 LRB&M Journal No.18, Philadelphia, PA, Oct. 1, 1936 - Sep. 30, 1939, 372p. (11 x 9 x 1.5)

Box 3 Folder 3 LRB&M Journal No.19, Philadelphia, PA, Oct. 1, 1939 - Sep. 30, 1941, 372p. (11 x 9 x 1.5)

Box 3 Folder 4 LRB&M Journal No.20, Philadelphia, PA, Oct. 1, 1941 - Sep. 30, 1943, 372p. (11 x 9 x 1.5)

Box 3 Folder 5 LRB&M Journal No.21, Philadelphia, PA, Oct. 1, 1943 - Sep. 30, 1950, 372p. (11 x 9 x 1.5)

Box 3 Folder 6 LRB&M Journal No.22, Philadelphia, PA, Oct. 1, 1950 - [1956], 400p. (11 x 9 x 2)

Box 3 Folder 7 LRB&M Journal No.23, n.p., Oct. 1, 1920 - Sep. 20, 1924, 272p. (11 x 9 x 1.5)

Request Box 4

Box 4 Folder 1 LRB&M Journal No.24, n.p., Oct. 1, 1924 - [1929], 272p. (11 x 9 x 1.5)

Box 4 Folder 2 LRB&M Journal No.25, n.p., 1956 - 1959, approx. 150 (unbound)

Box 4 Folder 3 LRB&M Journal No.26, n.p., 1956 - 1960, approx. 100 (unbound)

Request Flat Box 346

Flat Box 346 Folder 1 LRB&M Journal No.27, n.p., 1920 - 1925

[Oversized]

Request Box 4

Box 4 Folder 4 LRB&M Journal No.28, n.p., 1898 - 1901, 252p. (14 x 9 x 1)

Box 4 Folder 5 LRB&M Journal No.29, n.p., 1898 - 1909, 303p. (14 x 9 x 1)

Box 4 Folder 6 LRB&M Journal No.30, n.p., 1898 - 1900, c. 300p. (10 x 6 x 1)

Sub-subseries I.1.2: Individual Documents

Arranged Chronologically

Box 4 Folder 7 Snyder, Benjamin P., president National Safe Deposit Company to: John Heins commending Mr. Ross, Washington, DC, Aug. 28, 1891, 1p. (a.l.s.)

[Mounted]

Box 4 Folder 8 Financial Sheet, n.p., Feb. 1895, 2p. (a.d.)

Box 4 Folder 9 Heins, Lybrand & Co Partnership agreement and business card, Philadelphia, PA, Apr. 16, 1986, 3p. (t.d.s.), 1 (card)

Box 4 Folder 10 Financial Sheet, n.p., [1986], 1p. (a.d.)

Box 4 Folder 11 Girard Life Insurance Annuity and Trust Company Checks No. 1 & 2 signed by Lybrand, Ross Bros & Montgomery, Philadelphia, PA, Jan. 31, 1898, 2 (d.s.)

[Mounted]

Box 4 Folder 12 LRB&M Partnership agreement, signed by William Lybrand, Adam Ross, Edward Ross, Robert Montgomery, Philadelphia, PA, Apr. 7, 1898, 1p. (t.d.s.)

Box 4 Folder 13 LRB&M Auditor's Notebook. Client - University of Pensylvania, Philadelphia, PA, 1902, 23p. (Notebook)

Box 4 Folder 14 LRB&M Memorandum on reporting time, n.p., Jul. 26, 1905, 1p. (t.d.s.)

[Mounted]

Box 4 Folder 15 LRB&M Partnership agreement, signed by William Lybrand, Adam Ross, Edward Ross, Robert Montgomery, Joseph Pugh, n.p., Dec. 31, 1908; Dec. 31, 1910, 2 (t.d.s.)

Box 4 Folder 16 John Wood Jr. Sherwood Distilling Company , Baltimore, MD, Apr. - Jul. 1910, 80p. (Diary)

Box 4 Folder 17 U.S. Internal Revenue Service Individual Income Tax Return - First Form 1040, 1913, 4p. (Government Document)

Box 4 Folder 17A LRB&M Minutes of Firm Meetings, Philadelphia, PA, 1914 - 1940, 268p. (t.d.), 2 (a.note)

Box 4 Folder 18 LRB&M Memorandum on reporting time, n.p., Jan. 19, 1920, 1p. (t.d.)

Box 4 Folder 19 LRB&M Invitation, Memo, program and menu relating to Staff Dinner at Bellevue-Stratford Hotel, Philadelphia, PA, Apr. 17, 1920, 1p. (t.d.), 8p. (Program/menu)

Box 4 Folder 20 LRB&M Invitation, Memo, program and menu relating to Staff Dinner at The Biltmore, NY, New York, NY, Apr. 17, 1920, 2p. (card)

Box 4 Folder 21 LRB&M List of Powers of Attourney filled with Treasury Department, Washington DC, [1921 - 1965], 2 volumes (9 x 6 x 0.5, alphabetized notebook)

[Vol. 2 needs repair]

Box 4 Folder 22 Pennsylvania Institute of Certified Public Accountants Invitation, program and menu relating to PA ICPA 25th Anniversary Dinner, Philadelphia, PA, Dec. 8, 1922, 2p. (card), 2p. (menu), 2p. (program)

Box 4 Folder 23 LRB&M Invitation, Memo, program and menu relating to Staff Dinner at The Biltmore, New York, NY, Jan. 6, 1923, 2p. (card)

Box 4 Folder 24 LRB&M Letter No. 18 to members in US Armed Forces, n.p., 25-May-45, 1p. (t.d.)

Box 4 Folder 25 Ross, Howard P.S. Ross & Sons to: Leete, Harry O., Esq, LRB&M New York, Montreal, Canada, Oct. 31, 1949, 2p. (t.l.s.), 1p. (photostat negative print)

Box 4 Folder 26 American Institute of Accountants Resolution on death of Robert Montgomery, Chicago, IL, 1953, booklet)

Request Flat Box 346

Flat Box 346 Folder 2 Cooper Brothers & Co. Centennial Declaration, n.p., 1954, 1 (Original), 1 (Copy)

Request Box 4

Box 4 Folder 27 Chemical Bank and Trust LRB&M New York 25th Anniversary Lucheon invitation & menu, New York, NY, Sep. 20, 1954, 2p. (card)

Box 4 Folder 28 LRB&M Annual Firm Meeting, Pocono, PA, Oct. 3 - 7, 1970, 4p. (program)

Box 4 Folder 29 Defliese, Philip L. LRB&M Memorandum on name change to Coopers & Lybrand, New York, NY, Jan. 8, 1973, 1p. (t.d.s.), 1p. (d.)

Sub-subseries I.1.3: Scrapbooks

Scrapbooks contain announcements such as: company services, new offices and partners, address and staff changes, mergers, anniversary selebration, death notices. Most documents are off the original pages, due to the aging of the glue. Glue and scotch tape traces on most documents. Cards mostly have a second copy on file (count represents number of distinct items)

Box 4 Folder 30 LRB&M Announcements, 1909 - 1930, 40 (cards), 2 (pamphlets/broshures), 5 (t.l.), clippings (photocopies))

Box 4 Folder 31 LRB&M Announcements and ads, 1931 -1993, 40 (cards), 18 (clippings (photocopies)), 3 (t.d.)

Request Box 5

Box 5 Folder 1 LRB&M Announcements and ads, 1947 - 1960, 38 (cards), 31 (clippings (photocopies)), 2 (t.d.)

Box 5 Folder 2 LRB&M LRB&M to C&L Scrapbook, 1924 - 1958, 4 (cards), 4 (Legal Documents), 20 (t.l.), clippings )

Box 5 Folder 3 LRB&M Scrapbook pages used for Centennial Research, 1924 - 1960, 18 (cards), 3 (clippings (photocopies))

Box 5 Folder 4 Scovell, Wellington & Co. Announcements, 1923 - 1961, 56 (cards), 5p. (clippings (photocopies)), 3 (t.d.)

Box 5 Folder 5 Scovell, Wellington & Co. Bulletines: Index for Vols. I & II, 16p. (t.d.)

Box 5 Folder 6 - 8 Scovell, Wellington & Co. Bulletines: Vol. I, 1915 - 1952, 3 (cards), 56 (pamphlets/broshures), 12 (charts), t.d.)

Box 5 Folder 9 - 10 Scovell, Wellington & Co. Bulletines: Vol. I I, 1915 - 1952, 1 (cards), 45 (pamphlets/broshures), 1 (charts)

Request Flat Box 346

Flat Box 346 Folder 3 C&L International Firm Meeting, Boston, MA, Oct. 1979, 23 (cards), 8 (Charts), 7 (t.d.), 7 (pamphlets/broshures), 6 (registration forms)

[Oversized]

Sub-subseries I.1.4: Bound documents

Bound volumes contain original correspondence and typed papers

Request Box 5

Box 5 Folder 11 - 12 Pennsylvania Institute of Certified Public Accountants Papers read at 25th Anniversary dinner, Philadelphia, PA, Dec. 8, 1922, 87 pages (t.d.)

[2 copies]

Box 5 Folder 13 LRB&M World War II: Letters to Members of the Staff and Office Force in the Military Service. Philadelphia, PA, 1942 - 1946, 210 (t.l.)

[2 copies, bound]

Request Box 6

Box 6 Folder 1 LRB&M Fiftieth Anniversary Acknowledgements. Vol 1: A - K; List of signatures and affiliations enclosed., New York, 1948 - 1949, 202 (t. l. s.)

[bound]

Box 6 Folder 2 LRB&M Fiftieth Anniversary Acknowledgements. Vol. 2 - L-Z. List of signatures and affiliations enclosed., New York, 1948 - 1949, 222 (t. l. s.)

[bound]

Box 6 Folder 3 LRB&M Fiftieth Anniversary Acknowledgements. Vol 3, Boston, 1949, 242 (t. l. s.)

[bound]

Box 6 Folder 4 LRB&M Fiftieth Anniversary Acknowledgements. Vol 4 - out of town, except Boston, 1949, 327 (t. l. s.)

[bound]

Subsubseries I.2.1: Firm History files

General information and celebration guidelines

Box 6 Folder 5 Anniversaries and Special Events Guide, n.d.

Box 6 Folder 6 Book Design and Budget Proposal, 1997

Box 6 Folder 7 Research guides and correspondence, 1997

Box 6 Folder 8 C&L Publications from Hibbert Group, 1997

Box 6 Folder 9 Correspondence with Retired Partners, 1997

Box 6 Folder 10 Copies of Historical Documents, 1930s - 1970s.

Box 6 Folder 11 Philadelphia Office Materials, 1920 - 1962

Box 6 Folder 12 Bertine, Dorothy Firm History, 1997

Box 6 Folder 13 Smith, Tony Firm History, n.d

Box 6 Folder 14 Virtual Volunteers, 1997

Box 6 Folder 15 History and Structure of Firm Council, 1994

Sub-subseries I.2.2: Interviews and Biographies

Conducted by Business History Group. Originals photos moved to Photographs series, replaced by xerox copies.

Request Box 7

Box 7 Folder 1 Amhowitz, Harris; Bolz, Norman; Burd, Roger; Burnett, Donald; Clarke, James; Collins, Bernhardt W.; Crosby Jr., Ralph R.; Cranz, Russell K.; Dyer, Donald E.; Francis, Kerry L.; Goldfein, Iris D.; Hahn, Maurice S.; Harteneck, Guillermo (Bill), Herr, Fred G.; Hobart, Lawrence C.; Hunt, Alfred L.; Jones, Seymour; Kaufman, Felix; Keast, William B.; Knapp, Ellen M; Landry, Horace J; McKessy, Stephen W.; Maheu, Ronald T.; Martin, Anthony F; Meredith, Ted; Metcalf, Richard; Moore, Nicholas G; Morrow, Beate (Bea) M.; Mozenter, Gary; Nelson, Gail; O'Brien, William K.; O'Reilly, Vincent M.; Padgett, John C.; Petty, Glenn O.; Pomeranz, Felix. Questionnaires and Biographical Info: A - P

[Photos removed from: Crosby, Ralph]

Box 7 Folder 2 Rappaport, Louis H.; Roberts, John J.; Schroeder, Donald W.; Stewart, Cliff; Tasch, Raymond C.; Warner, Robert S.; Waters, Robert K.; Wellington, Roger; Williams, Kenneth D.; Yost III, George J. (Jay); Zug, Harry C. Questionnaires and Biographical Info: R - Z

[Photos removed from: Stewart, Wellington; Original documents on merger with CL in Wellington]

Box 7 Folder 3 Interviews and Biographies: General

Box 7 Folder 4 Amhowitz, Harris; Auerbach, Norman; Bertine, Dorothy; Bolz, Norman; Cranz, Russell; Cuddy, Michael. Interviews and Biographies: A - C

Box 7 Folder 5 Defliese, Philip L.; Doss, Lawrence Paul; Friedman, Eugene M.; Harteneck, Guillermo (Bill), Interviews and Biographies: D - Ha

Box 7 Folder 6 Herr, Fred G.; Holland, William J. Interviews and Biographies: He - Hz

Box 7 Folder 7 Jennings, Alvin R.; Jones, Seymour; Kaufman, Felix; Keast, William B.; Interviews and Biographies: J - Ke

Box 7 Folder 8 Knapp, Ellen M; Martin, Anthony F; Moore, Nicholas G; Morrow, Beate (Bea) M.; Mozenter, Gary; Interviews and Biographies: Kf - M

Box 7 Folder 9 O'Reilly, Vincent M.; Petty, Glenn O.; Pomeranz, Felix; Rappaport, Louis H.; Interviews and Biographies: O - R

Box 7 Folder 10 Scanlon, Peter; Schroeder, Donald W.; Warner, Robert S.; Zug, Harry C. Interviews and Biographies: S - Z

Sub-subseries I.2.3: Historical images research

Images for centennial book Building Values and Traditions: 100 Years of Coopers & Lybrand (1998)

Box 7 Folder 11 AICPA Images Research

Box 7 Folder 12 C&L Archives Images Research

Box 7 Folder 13 The Free Library Images Research, Philadelphia, PA

Box 7 Folder 14 Hagley Museum and Library Images Research, Wilmington, DE

Box 7 Folder 15 Montgomery Botanical Center (since 1998); Montgomery Foundation Images Research, Coral Gables, FL

Box 7 Folder 16 University of Pennsylvania Archives Images Research, Philadelphia, PA

Box 7 Folder 17 Images Database: AD001-BK051

Box 7 Folder 18 Images Database: BRO001-BRO117

Box 7 Folder 19 Images Database: CD001-CD050

Request Box 8

Box 8 Folder 1 Images Database: CHM001-PHT101

Box 8 Folder 2 Images Database: PRS001-SLD013, Fonts.

Box 8 Folder 3 Images Database: SLD001-SLD013, 13 (Color printouts of slides)

[Same as in photos folder]

Box 8 Folder 4 Extra Images

Box 8 Folder 5 Illustrations Index

Box 8 Folder 6 Event photos names' lists

Sub-subseries I.3.1: Manuals

Arranged chronologically. Loose-leaf binders removed. Mostly typed documents, some later manuals are printed.

Box 8 Folder 7 LRB&M Staff Manual, 13-May-21

Box 8 Folder 8 LRB&M Office Manual, 1925

[Make copy]

Box 8 Folder 9 C. Oliver Wellington Scovell, Wellington & Co.; D. Van Nostrand Company, Inc; Audit Working Papers for XYZ Corporation, 1948

[Scovell, Wellington & Co. merged with RLB&M]

Box 8 Folder 10 Scovell, Wellington & Co. Policies and Manuals, 1930s - 1950

Box 8 Folder 11 LRB&M Staff Manual, Philadelphia, PA, 1949

Box 8 Folder 12 Thomas P. Handwerk Review of Report Department Procedures, Dec. 58, 1950

Box 8 Folder 13 LRB&M Staff Manual, 1952

Box 8 Folder 14 Collection, Storage and Retrieval of Information, Sep. 1961

Box 8 Folder 15 Public Relations Manual, 1961

Box 8 Folder 16 - 17 LRB&M Personnel Manual, with appendix for New York office, 1961 - 1969

Box 8 Folder 18 LRB&M Standard Procedures Manual - Finance and Accounting, 1968

Box 8 Folder 19 LRB&M Standard Procedures Manual - Audit Administration, 1968

Box 8 Folder 20 LRB&M Retirement Plan, 1968

Box 8 Folder 21 Memorandum on Client Responsibilities of Partners and Principles - draft, n.p., Apr. 1969

Box 8 Folder 22 - 23 LRB&M Standard Procedures Manual - Personnel, 1969

Box 8 Folder 24 LRB&M Manual, Parts I - II - Auditing, 1969

Box 8 Folder 25 LRB&M Manual, Part III - Accounts of Companies; Part IV - Consolidated Accounts; Part V - Audit Reports, 1969

Box 8 Folder 26 LRB&M Manual - Our Firm, 1969

Request Box 9

Box 9 Folder 1 Lybrand Proposal Primer, 1972

Box 9 Folder 2 Time-Sharing, Vol. II, 1973 - 1977

[Vol. I missing]

Box 9 Folder 3 C&L Canada Accounting and Auditing Policy Statements, 1977

Box 9 Folder 4 C&L Canada Accounting and Auditing Policy Statements - Revisions, 1974 - 1980

Box 9 Folder 5 - 6 C&L Utility Practice Releases, 1978 - 1980

Box 9 Folder 7 Audit and Control Guide, 1986

Box 9 Folder 8 Accounting and Auditing Manual, Vols 1 - 2, 1988, Bound volumes)

Box 9 Folder 9 Netframe Field Service Manual, 1992

Box 9 Folder 10 Remote Lanview Windows Guide, 1995

Box 9 Folder 11 Publication Guidelines, 1995

Box 9 Folder 12 C&L Style Guide, 1996

Box 9 Folder 13 Simplified Introduction to Critical Path Scheduling, n.d.

Box 9 Folder 14 Employee Handbook Mock-up, n.d.

Sub-subseries I.3.2: Internal Communications

Bulletins, Memoranda, Circulars, arranged by title. Typed Documents

Box 9 Folder 15 - 16 Committee on Practice Bulletins, 1930 - 1941

Box 9 Folder 17 Memorandum on Changes in Venezuelan Tax Law, Jan. 30, 1967

Box 9 Folder 18 National Director of Accounting Auditing and SEC - Statements, 1964 - 1974

Request Box 10

Box 10 Folder 1 National Director of Accounting Auditing and SEC - Miscellaneous Releases, 1971

Box 10 Folder 2 - 9 New York Office Bulletin, Nos. 1 - 276, New York, NY, 1927 - 1954

Box 10 Folder 10 Policy Memos, Miscellaneous, 1962 - 1982

Box 10 Folder 11 Tax Bulletins and Correspondence, 1933 - 1937

Box 10 Folder 12 - 16 UK Technical / Overseas Circulars, 1974, 1976 - 1985, 1990

Box 10 Folder 17 US Liability Crisis and Its Impact on Accounting Profession, 1992

Box 10 Folder 18 Book Collection Title Pages, n.d.

[Boxes continue from Firms]

Box 10 Folder 19 Firm Founders Info, 1956 - 1960

Box 10 Folder 20 Notes, n.d.

Box 10 Folder 21 Organization Chart, Oct. 1, 1960

Box 10 Folder 22 Partners Listings, 1928 - 1990

Box 10 Folder 23 Reclassification Notes, n.d.

Box 10 Folder 24 Water Damage, 1983-1984

Request Box 11

Box 11 Folder 1 AT&T Bell Operating Company Tax Meeting, Oct. 1982

Box 11 Folder 2 AT&T USA vs. AT&T Case, 1982, Printout from Lexis Nexis Database)

Box 11 Folder 3 AT&T J. T. Rudden Testimony, 1983

Box 11 Folder 4 AT&T Ruling Request - Authorities Cited, Jan. 21, 1983

Box 11 Folder 5 Atlantic Acceptance Corporation News Clippings, 1966

Box 11 Folder 6 Continental Vending Machine Co. News Clippings, 1967 - 1971

Box 11 Folder 7 R. Hoe & Co. Annual Report, prospectus, AMEX listing application, 1967 - 1968

Box 11 Folder 8 Kwasha Lipton L.L.C. Merger with C&L, 1997

Box 11 Folder 9 Frank Tanki Lucent Technologies Audit Committee Meeting, 1996

Box 11 Folder 10 Mill Factors News Clippings, 1969 - 1970

Request Flat Box 346

Flat Box 346 Folder 3A Peat, Marwick, Mitchell & Co. News Clippings, 1965 - 1966

Request Box 11

Box 11 Folder 11 Price Waterhouse Merger with C&L, 1998

[Remove photos]

Box 11 Folder 12 Sun Shipbuilding Company Briefs, 1933

Box 11 Folder 13 Terriberry Company Merger with C&L, 1961 - 1970

Box 11 Folder 14 Thor Power Tool News Clippings, 1965

Box 11 Folder 15 A View from the 70s - Staff Orientation Lectures, 1st, 2nd and 3rd Editions, 1969 - 1971, 3 (Pamphlet)

[Boxes continue from MM]

Box 11 Folder 16 Mini-History of C&L - Draft, 1986

Box 11 Folder 17 Background Material - Statement of John Shad, SEC Chairman, 1986

Box 11 Folder 18 Background Material - Cooper Brothers, 1960s

Box 11 Folder 19 William Lybrand, Adam Ross, Ross, Robert Montgomery Background Material - Founders, n.d

Box 11 Folder 20 Notes and Clippings, 1982 - 1988

Sub-subseries I.7.1: Distinguished Partner Awards

Biographical files, procedures, nomination and voting records for 1994 and 1996 Awards

Box 11 Folder 21 Barzotti, Alfred R., 1996

Box 11 Folder 22 Baris, Marvin L., 1994

Box 11 Folder 23 Case, Harry N., 1996

Box 11 Folder 24 Carson, Edward G., 1996

Box 11 Folder 25 Colegrove, Reed, 1996

Box 11 Folder 26 Goldman, Ferne, 1996

Box 11 Folder 27 Green, Bradley H., 1994

Box 11 Folder 28 Jones, Seymour, 1996

Box 11 Folder 29 Lenhart, Norman J., 1994

Box 11 Folder 30 Mahon, James, 1996

Box 11 Folder 31 Moscarello, Louis C., 1994

Box 11 Folder 32 Quinn, James J., 1994 - 1996

Box 11 Folder 33 Rappaport, Louis H., 1994 - 1996

Box 11 Folder 34 Schaffer, Walter L., 1994

Box 11 Folder 35 Sengstacke, Fred J., 1994

Box 11 Folder 36 Walsh, Joseph S., 1996

Box 11 Folder 37 Wintrub, Warren G., 1994 - 1996

Box 11 Folder 38 Procedure, 1994 - 1997

Box 11 Folder 39 Nominations and Comments, 1994

Request Box 12

Box 12 Folder 1 - 2 Nominations, 1996

Box 12 Folder 3 Nominees Information and Comments, 1996

Box 12 Folder 4 Votes, 1994

Box 12 Folder 5 Votes, 1996

Box 12 Folder 6 Holiday Luncheon, 1994

Box 12 Folder 7 Holiday Luncheon, 1996

Sub-subseries I.7.2: PWC Day OneCelebrations

Box 12 Folder 8 Tavern on the Green, , July 1, 1998, New York, NY, 1998

Box 12 Folder 9 Celebration, July 8, 1998, Stamford, CT, 1998

Box 12 Folder 10 July 13, 1998, NJ Performing Arts Center, Newark, NJ, 1998

Box 12 Folder 11 Contacts and Office Services, 1998

Box 12 Folder 12 Information and Program, 1998

Box 12 Folder 13 Notes, 1998

Box 12 Folder 14 Party Supplies, 1998

Sub-subseries I.7.3: Quarter Century Club

Records of the Club for C&L Employees with 25 or more years of service

Box 12 Folder 15 - 19 Correspondence, 1944 - 1989

Request Box 13

Box 13 Folder 1 - 2 Correspondence, 1990 - 1997

Box 13 Folder 3 Miscellaneous Membership Listings, 1970 - 1983

Sub-subseries I.7.4: Retirement Parties

Photos and videos separated

Box 13 Folder 4 Abrahams, Martin, 1995

Box 13 Folder 5 Burris, H. Barry, 1994

Box 13 Folder 6 Colvin, Robert; Hayes, James, 2000

Box 13 Folder 7 Cuddy, Michael, 1996

Box 13 Folder 8 Egan, James, 1996

Box 13 Folder 9 Ellenberger, Norberto (Bert), 1998

Box 13 Folder 10 Fitzpatrick, Thomas P., 1997

Box 13 Folder 11 Hackman, Ray, 1995

Box 13 Folder 12 Henrey, Robert, 1997 - 1998

Box 13 Folder 13 Jacey, Charles F., Jr., 1998

Box 13 Folder 14 Jones, Seymour (Sy), 1995

Box 13 Folder 15 Kwon, Robert, 1997

Box 13 Folder 16 McKessy, Stephen W., 1998

Box 13 Folder 17 Moran, Donald F., 1996

Box 13 Folder 18 Murray, Donald J., 1996

Box 13 Folder 19 Rorro, Joseph S., 1996

Box 13 Folder 20 Rudden, Jack, 1997

Box 13 Folder 21 Schneider, Herman M., 1997

Box 13 Folder 22 Sheene, David, 1997

Box 13 Folder 23 Simon, Arthur, 1994

Box 13 Folder 24 Watkinson, Roy, 1996

Box 13 Folder 25 Zearo, Louis F., 1995

Box 13 Folder 26 Zug, James, 2000

Sub-subseries I.7.5: Receptions

Box 13 Folder 27 Basch, Saul L., 1995

Box 13 Folder 28 Harris, Gilbert, 1996

Box 13 Folder 29 Hofstra University Law School, 1996

Box 13 Folder 30 Jackson, Pam, 1997

Box 13 Folder 31 Moore, Nicholas - at MOMA, 1995

Box 13 Folder 32 Moore, Nicholas - at Metropolitan Museum of Art, 1994 - 1995

Box 13 Folder 33 Reception Procedures Meeting, 1997

Sub-subseries I.7.6: Event Planning

Events planning and administration, miscellaneous administrative issues.

Box 13 Folder 34 - 38 Alumni Socials, 1993 - 1997

Box 13 Folder 39 Auerbach, Norman (died Jun. 1993), 1993

Box 13 Folder 40 Citibank Tennis Tournament, 1998, 1997 - 1998

Request Box 14

Box 14 Folder 1 Client Satisfaction Survey of Support Services, 1996 - 1997

Box 14 Folder 2 C&L Anniversary Book, 1998

Box 14 Folder 3 Defliese, Philip L. (died Oct. 1997), 1997

Box 14 Folder 4 Holiday Cards, 1996

Box 14 Folder 5 Interns, 1997

Box 14 Folder 6 Manhattan Mailroom Operations Review, 1988

Box 14 Folder 7 Miscellaneous Administrative Issues, 1996 - 1997

Box 14 Folder 8 Monthly Planners of Millie McGovern, 1990 - 1996

Box 14 Folder 9 Montgomery Room, 1994

Box 14 Folder 10 Partners Dinner/Dance, 1995

Box 14 Folder 11 Perfect Attendance Breakfast, 1997

Box 14 Folder 12 Retired Partners - Insights Article, Feb. 1998, 1998

Box 14 Folder 13 Retired Partners Holiday Luncheon, 1997

Box 14 Folder 14 Venues and Vendors Information

Sub-subseries I.7.7: Summer Jobs for Youths

Program, started in 1981, sponsored by NYC Partnership. CL was the lead company for 1986 campaign

Box 14 Folder 15 1984 Olympics and Corporate Sponsorship, 1980 - 1984

Box 14 Folder 16 Metlife SJFY 1985

[Metlife was the lead company for SJ'85]

Box 14 Folder 17 Competition, 1984

Box 14 Folder 18 Daily News, 1985

Box 14 Folder 19 Evaluation of Summer Youth Enhancement Program (SYEP), 1985

Box 14 Folder 20 New York City Partnership, Inc., 1984 - 1985

Box 14 Folder 21 New York City Partnership - Media Coverage, 1983 - 1986

Box 14 Folder 22 New York City Partnership - Youth Employment Committee, 1986

Box 14 Folder 23 Public Relations and Press - General, 1984 - 1985

Box 14 Folder 24 Public Relations Material by outside vendors, 1985

Box 14 Folder 25 Public Relations Material - In-house, 1985

Box 14 Folder 26 Press Releases, 1984 - 1986

Box 14 Folder 27 Real Estate Board of New York

Box 14 Folder 28 NYC Partnership Rockefeller, David, 1985

[ ]

Box 14 Folder 29 Targeted Jobs Tax Credit, 1984 - 1986

Box 14 Folder 30 Youth Employment Committee

Box 14 Folder 31 SJ'86 Advertizing

Request Box 15

Box 15 Folder 1 SJ'86 Advisory Committee

Box 15 Folder 2 - 3 SJ'86 Budget

Box 15 Folder 4 SJ'86 Communications Program & Information Center

Box 15 Folder 5 - 6 SJ'86 Communications Program by Burson-Marsteller, Inc.

Box 15 Folder 7 SJ'86 Contact Listings

Box 15 Folder 8 - 11 SJ'86 Correspondence, 1985 - 1986

Box 15 Folder 12 SJ'86 Events

Box 15 Folder 13 SJ'86 Hispanic TV (SIN & Channel 41)

Box 15 Folder 14 SJ'86 Industry Committees and Target Contacts

Box 15 Folder 15 SJ'86 Information Booklets for Industry Leaders

Box 15 Folder 16 SJ'86 - McKessy, Steve

Box 15 Folder 17 SJ'86 - Manning, Selvage and Lee (Public Relations)

Box 15 Folder 18 SJ'86 Miscellaneous

Request Box 16

Box 16 Folder 1 SJ'86 Operations Plan

Box 16 Folder 2 SJ'86 Partners and Clients Participation

Box 16 Folder 3 - 4 SJ'86 Planning

Box 16 Folder 5 SJ'86 Plans and Budget

Box 16 Folder 6 SJ'86 Printed Materials - General

Box 16 Folder 7 SJ'86 Printed Materials Kits - Kick-off Conferences in 5 Boroughs

Box 16 Folder 8 SJ'86 Printed Materials Kits - A - D: Brooklyn Walk-for-Jobs, Caribberan/American Chamber of Commerce, Chambers of Commerce and Merchants Associations, CEO's from major NYC businesses, Communications Industry Committee

Box 16 Folder 9 SJ'86 Printed Materials Kits - E - M: Edges Group, Harlem, Industry Leaders, Insurance Industry, Jamaica - Queens Employers Breakfast.

Box 16 Folder 10 SJ'86 Printed Materials Kits - N - Z: New York City Chamber of Commerce - Small Businesses, New York Times, Public Development Corporation, Securities and Investment Industry

Box 16 Folder 11 SJ'86 - Scanlon, Peter (C&L Chairman)

Box 16 Folder 12 SJ'86 Space

Box 16 Folder 13 SJ'86 Speeches

Box 16 Folder 14 SJ'86 Staff

Box 16 Folder 15 SJ'86 Task Force Meeting and Memos

Box 16 Folder 16 Client Reception and Banquet, May 16, 1967, Mar. - Aug. 1967

Box 16 Folder 17 Faces of Lybrand, 1898 - 1968: Key to Hospitality Center Exhibit,, LRB&M Annual Firm Meeting, Boca Raton, FL, Dec. 1968

Box 16 Folder 18 Conference for Life Insurance Industry, Oct. 1996

Box 16 Folder 19 National Organization of Cost Accountants (NACA), Anniversary, Boston, MA, 1955

Box 16 Folder 20 LRB&M, C&L Stationery

Box 16 Folder 21 Forms and Surveys

Box 16 Folder 22 Accounting Education

Box 16 Folder 23 Montgomery, Robert S. (son) - news clippings on death, 1931

Box 16 Folder 24 The Montgomery Library of Accountancy in Columbia University - Check List, 1927

Box 16 Folder 25 Greenwald, Aron; Johnson, Craig G.; Robbins, Sidney M.; Werner, Walter Paper Crisis in the Securities Industry: Causes and Cures., 1969, Typescript)

[move to library]

Table of Contents

Container List

Coopers & Lybrand Series I: Cataloged originals