Friends of Soochow. Financial Records. 1948-1998.

Finding aid prepared by University Archives staff, 2001 May 16; finding aid revised by Katharine A. Lawrie, 2013 Mar; machine-readable finding aid created by Katharine A. Lawrie and Caroline Cubé, 2013 Jun.
UCLA Library Special Collections
Room A1713, Charles E. Young Research Library
Box 951575
Los Angeles, CA, 90095-1575
(310) 825-4988
spec-coll@library.ucla.edu
©2001 May 16


Title: Friends of Soochow. Financial Records.
Identifier/Call Number: University Archives Record Series 710
Contributing Institution: UCLA Library Special Collections
Language of Material: English
Physical Description: 5.2 linear ft. (13 boxes)
Date: 1948-1998
Abstract: Record Series 710 contains the financial records of Friends of Soochow. Files include documentation of financial matters, scholarships, fundraising, and endowed Chair positions.
Creator: Friends of Soochow.

Access

COLLECTION STORED OFF-SITE AT SRLF: Open for research. Advance notice required for access. Contact the UCLA Library Special Collections Reference Desk for paging information.

Publication Rights

Copyright of portions of this collection has been assigned to The Regents of the University of California. The UCLA University Archives can grant permission to publish for materials to which it holds the copyright. All requests for permission to publish or quote must be submitted in writing to the UCLA University Archivist.

Preferred Citation

[Identification of item], Friends of Soochow. Financial Records (University Archives Record Series 710). UCLA Library Special Collections, University Archives.

Historical note

Friends of Soochow is a non profit corporation dedicated to assisting Soochow University (SU) financially and academically since 1963.

Scope and Content

Record Series 710 contains the financial records of Friends of Soochow. Records are arranged in two series:
Series 1: Financial records. Materials include balance sheets, financial statements, correspondence, tax forms, reports, and account information. Account numbers have been removed from this finding aid.
Series 2: Scholarships, fundraising, and Chairs. Files regard scholarships, memorial funds, and awards; fundraising events including Annual Banquets, Oriental Art Auction, and Philharmonic Chorale Concerts; and endowed Chair positions including the Bishop T. Otto and Frances Nall Chair of English Literature, Roscoe Pound Professorship of Comparative Law, Joseph K. Twanmoh Professorship of Comparative Law, Bishop Ralph Ward Chair of Philosophy and Religion, and Arthur N. Young Chair of Finance.
At this time, boxes 14-19 are unavailable. Contact the UCLA Library Special Collections Reference Desk to inquire about unavailable boxes.
This is an active record series; additional University records are expected to be added.

 

Financial records.

Box 1, Folder 1

Coding system for accounts. 1967-1991.

Box 1, Folder 2

Balance sheet. 1965 Dec 31.

Box 1, Folder 3

Trial balance. 1966 Oct 20.

Box 1, Folder 4

Cash distribution, statement of assets. 1966 Sep 30.

Box 1, Folder 5

Balance sheet. 1966 Dec 31.

Box 1, Folder 6

Balance sheet. 1967 Dec 31.

Box 1, Folder 7

Balance sheet. 1968 Dec 31.

Box 1, Folder 8

Balance sheet. 1969 Dec 31.

Box 1, Folder 9

Balance sheet. 1970 Dec 31.

Box 1, Folder 10

Balance sheet. 1971 Dec 31.

Box 1, Folder 11

Balance sheet. 1972 Dec 31.

Box 1, Folder 12

Balance sheet. 1973 Dec 31.

Box 1, Folder 13

Balance sheet. 1974 Dec 31.

Box 1, Folder 14

Balance sheet. 1975 Dec 31.

Box 1, Folder 15

Balance sheet. 1976 Dec 31.

Box 1, Folder 16

Balance sheet. 1978 Dec 31.

Box 1, Folder 17

Balance sheet. 1979 Dec 31.

Scope and Contents note

Includes financials statements, Sy and Lee CPA, Los Angeles, California.
Box 1, Folder 18

Balance sheet. 1980 Dec 31.

General note

Unaudited.
Box 1, Folder 19

Balance sheet. 1981.

General note

Unaudited.
Box 1, Folder 20

Balance sheet. 1982 Dec 31.

General note

Unaudited.
Box 1, Folder 21

Balance sheet and securities and bonds. 1983 Dec 31.

Box 1, Folder 22

Balance sheet. 1984 Dec 31.

Box 1, Folder 23

Financials statement. 1985 Dec 31.

General note

Unaudited.
Box 1, Folder 24

Financial statement. 1986 Dec 31.

General note

Unaudited.
Box 1, Folder 25

Financial statement. 1987 Dec 31.

Box 1, Folder 26

Balance sheet. 1988 Dec 31.

Box 1, Folder 27

Balance sheet. 1989.

Box 1, Folder 28

Balance sheet. 1990 Dec 31.

Box 2, Folder 1

Audit reports. 1966-1978.

Box 2, Folder 2

Audit report. 1982.

Box 2, Folder 3

Audit report. 1985.

Box 2, Folder 4

Nelson Chien financial correspondence. 1989-1990.

Box 2, Folder 5

Nonprofit organization audit form (for Dec. 31, 1990 balance sheet). 1991 Dec.

Box 3, Folder 1

U.S. Treasury IRS charitable and educational tax exempt form. 1964.

Box 3, Folder 2

U.S. Treasure IRS foundation status form. 1970.

Box 3, Folder 3

California registry of charitable trusts periodic reports. 1967-1997.

Box 3, Folder 4

U.S Treasury IRS tax returns (form 990). 1969-1990.

Box 3, Folder 5

IRS information. 1970-1972.

Scope and Contents note

IRS publication 561, determining the value of donated property and IRS info.on 95-6100332 (11-09-70).
Box 3, Folder 6

IRS returns (tax exempt status (broken dates). 1978-1988.

Box 3, Folder 7

Secretary of State statement by Domestic Nonprofit Corporation. 1978-1997.

Box 4, Folder 1

Bank of America account. 1965-1992.

Box 4, Folder 2

Bank of Taiwan. 1965-1971.

Box 4, Folder 3

Far East National Bank. 1975-1996.

Box 4, Folder 4

Far East National Bank.

Scope and Contents note

Includes time-saving certificate of deposit account.
Box 4, Folder 5

First National City Bank New York. 1975.

Box 4, Folder 6

United California Bank. 1968-1979.

Box 5, Folder 1

Emerson/Rada UCLA. 1984-1995.

Box 5, Folder 2

Bateman Eichler, Hill Richards. 1985-1990.

Box 5, Folder 3

Kemper Securities. 1991-1993.

Box 5, Folder 4

Kemper Securities. 1994-1995.

Box 5, Folder 5

Everen Securities. 1995-1998.

Box 5, Folder 6

Kemper US Securities Fund. 1987-1989.

Box 5, Folder 7

Fidelity Investments. 1993-1997.

Box 6, Folder 1

Invesco Funds. 1996-1997.

Box 6, Folder 2

Henry Luce Foundation. 1967.

Scope and Contents note

Includes application for funding assistance for programs at SU.
Box 6, Folder 3

FOS receipts (Bank of America) and other receipts. 1968.

Box 6, Folder 4

T. Rowe Price High Yield Bond Fund. 1991-1996.

Box 6, Folder 5

TWA pre-bankruptcy preferred stock. 1991-1995.

Box 7, Folder 1

H.Y. Asia, FOS Assistant Treasurer reports. 1976.

Box 7, Folder 2

Carol Peng Treasurer reports and correspondence. 1976-1992.

Box 7, Folder 3

Correspondence to Yung Hung Lee, Treasurer. 1992-1994.

Box 7, Folder 4

Correspondence to Investment Committee from E. Rada. 1986-1993.

Box 7, Folder 5

Linda Hackett, Account - reports and correspondence. 1974-1992.

Box 7, Folder 6

Robert Rogers. Treasurers - reports and correspondence. 1969; 1981-1990.

 

Scholarships, fundraising, and Chairs.

Box 8, Folder 1

Rada file - management scholarships Taiwan and UCLA. 1962-1963.

Scope and Contents note

Advancement of management scholarship foundation proposal for establishing scholarship at UCLA for university graduates from Taiwan; English and Chinese.
Box 8, Folder 2

Jowett Chao Prize. 1986-1988.

Scope and Contents note

Fund used for Microbiology Department at SU.
Box 8, Folder 3

Robert Chen Memorial Fund. 1984-1986.

Scope and Contents note

SU Accounting Alumni Scholarship fund.
Box 8, Folder 4

Dr. Ching H. Chiang Memorial award. 1987-1994.

General note

Microbiology Department SU.
Box 8, Folder 5

Hwa Chuan Scholarship Fund. 1970-1989.

General note

For use wherever needed.
Box 8, Folder 6

Joseph W. and Myrtle S. Dyson Leadership Award. 1971-1994.

Box 8, Folder 7

Emerson Chemistry Endowment Fund. 1974-1986.

Scope and Contents note

Includes legal papers of estate of Gladys A. Emerson.
Box 8, Folder 8

Hsieh History Scholarship. 1991-1996.

Box 8, Folder 9

Hughes Fund matching fund/Mr. and Mrs. Yung Lee. 1989-1990.

Box 8, Folder 10

Isabella Lapham Tuition Scholarship. 1966-1981.

Box 8, Folder 11

Miron A. Morrill Memorial Fund. 1992-1993.

Box 8, Folder 12

Rada Prize/Rada University Professor Fund. 1966-1995.

Biographical/Historical note

Rada Prizes in Economics and Business Administration at SU were replaced in 1993 by the Rada University Professor Fund.
Box 8, Folder 13

Robert A. Rogers Accounting Loan Scholarship Fund. 1991-1993.

Scope and Contents note

Includes photos, scholarship applications.
Box 8, Folder 14

C.Y. Shih Memorial Garden Fund. 1983-1984.

Box 8, Folder 15

Richard Smart Scholarship Fund. 1973-1996.

Scope and Contents note

General scholarships until 1992; Annual Shuang-Hsi Modern Literature Award for 1992-1996.
Box 8, Folder 16

Y.C. Yang Teacher Education fund. 1978-1987.

Box 9, Folder 1

Student financing policies. c.1965.

Scope and Contents note

Includes statement on student financing policies/student loans.
Box 9, Folder 2

Scholarship/loan agreement forms. 1964-1993.

Box 9, Folder 3

Scholarship and prize account codes. n.d.

Box 9, Folder 4

Professorial Exchange Program - SU/U.S. and U.S./SU. 1970-1989.

Scope and Contents note

Includes booklet - Yen, Paul T.K., Reaganomics 1981-1988: A Chinese View, Taipei, 1988.
Box 9, Folder 5

Richard T.L. Ch'i Scholarship/loan. 1971-1987.

General note

Department of Linguistics, UCLA.
Box 9, Folder 6

Tien Chou (Mr.) Scholarship/loan. 1985-1987.

Scope and Contents note

Includes Law School, University of Pennsylvania, Philadelphia, Pennsylvania, photo.
Box 9, Folder 7

Yung-Ming Hsieh Scholarship/loan. 1980-1995.

General note

Communications Studies, Chico State University, Chico, California.
Box 9, Folder 8

Joseph S.P. Huang Scholarship/loan. 1978-1990.

General note

UCLA, Department of Linguistics.
Box 9, Folder 10

Mike s. Chu Scholarship/loan. 1977-1995.

General note

Department of English, University of Nebraska, Lincoln, Nebraska.
Box 9, Folder 11

Carroll Kong-Chi Wong Scholarship/loan. 1974-1975.

General note

Department of Economics, UCLA.
Box 9, Folder 12

Huey-Ling Lin (Miss). 1993-1998.

Scope and Contents note

MBA Western Michigan University, Kalamazoo, Michigan. Includes photos.
Box 10, Folder 1

George Lin (Area Assistant Secretary FOS) fundraising letter. 1967 Summer.

General note

Written from Albuquerque, New Mexico.
Box 10, Folder 2

Philharmonic Chorale (Chinese-American singers) Concert. 1987.

Scope and Contents note

Concerts and UCLA Schoenberg Hall, Los Angeles, California and at Caltech Beckman Auditorium, Pasadena, California.
Box 10, Folder 3

Oriental Art auction (receipts). 1970.

Scope and Contents note

Includes Pasadena Star-News, May 14, 1970.
Box 10, Folder 4

Oriental Art Auction donations (not receipted). 1970.

Box 10, Folder 5

Books on China Auction. 1975.

Scope and Contents note

To benefit SU Library 0 Auction at First United Methodist Church, Los Angeles, California.
Box 10, Folder 6

Oriental Art Auction. 1971.

General note

Held at William B. Paullin residence, Los Angeles, California.
Box 10, Folder 7

Oriental Art Auction. 1972.

Box 10, Folder 8

Oriental Art Auction. 1973.

Box 10, Folder 9

Fundraising and book exchange for SU. 1968-1989.

Box 10, Folder 10

Donations to SU. 1994.

Scope and Contents note

Includes Rada letter re: $5,000 check to SU for training students for Christian service and receipt for donation to SU Law Library.
Box 10, Folder 11

SU Science Building fundraising letter. 1970 Feb 11.

Box 11, Folder 1

Fundraising projects for SU Library bookplates. 1988.

Box 11, Folder 2

Mandarin Chorale Benefits for SU. 1972-1973.

Scope and Contents note

Includes Westwood United Methodist Church, Los Angeles, California, May 2, 1973, and two other performances.
Box 11, Folder 3

Mary Dorr and Gordon Gordon fundraising event. 1984.

General note

Westwood United Methodist Church, Los Angeles, California, Nov.11, 1984.
Box 11, Folder 4

Letter from J. Twanmoh, Pres., SU acknowledging donation from Singer Foundation. 1980.

Box 11, Folder 5

Philharmonic Chorale (Chinese-American singers) Concerts. 1987-1988.

Scope and Contents note

Includes Bethany Church, Alhambra, California, Aug. 22, 1987, and San Gabriel Civic Auditorium, San Gabriel, California, Apr. 2, 1988.
Box 11, Folder 6

Henry Luce Foundation proposal for funding to SU. 1967.

Box 12, Folder 1

3rd Annual Banquet. 1967 Oct 27.

Scope and Contents note

Fundraising event: speaker: Tung-Hua Chou (Consul-General, Republic of China).
Box 12, Folder 2

5th Annual Banquet. 1969 Oct 23.

Scope and Contents note

Fundraising event: speaker: Dr. Hung-Ti Chu. Includes photo.
Box 12, Folder 3

7th Annual Banquet. 1971 Oct 28.

Scope and Contents note

Fundraising event: speaker: UCLA students who attended SU's 1971 Summer Session.
Box 12, Folder 4

8th Annual Banquet. 1973 Mar 19.

Scope and Contents note

Fundraising event: speaker: Dr. Kenneth Chen.
Box 12, Folder 5

9th Annual Banquet. 1974 Mar 21.

Scope and Contents note

Fundraising event: Master of Ceremonies, Dr. Edwin Kwoh and speaker, Dr. Bruce Billings.
Box 12, Folder 6

Dinner honoring Dr. Joseph Twanmoh, President SU. 1974 Jul 20.

Scope and Contents note

Fundraising event: Hong Kong Restaurant, Los Angeles, California.
Box 12, Folder 7

10th Annual Banquet. 1975 Mar 20.

Scope and Contents note

Fundraising event: speaker: Dr. Theodore Chen.
Box 12, Folder 8

11th Annual Banquet. 1976 Mar 18.

Scope and Contents note

Fundraising event: Chinese folk songs by Mr. and Mrs. Leland Chou. Includes clipping.
Box 12, Folder 9

12th Annual Banquet. 1977 Mar 17.

Scope and Contents note

Fundraising event: Honoring Dr. Arthur N. Young; Speaker: Dr. Otis Shao. Includes photos, clippings.
Box 12, Folder 10

Dinner with UCLA Chancellor Charles E. Young, UCLA Faculty Center. 1978 Mar 02.

Scope and Contents note

Speaker: Chancellor Young on visit to Taiwan Universities.
Box 12, Folder 11

13th Annual Banquet. 1978 Apr 06.

Scope and Contents note

Fundraising event: speakers: Mr. and Mrs. Shelby Simmons.
Box 12, Folder 12

14th Annual Banquet. 1979 Mar 19.

Scope and Contents note

Fundraising event: speaker: Dr. Theodore Chen. Includes photo, clippings.
Box 12, Folder 13

15th Annual Banquet. 1980 Mar 10.

Scope and Contents note

Fundraising event: speaker: Dr. Paul T. Lauby.
Box 12, Folder 14

16th Annual Banquet. 1981 Mar 09.

Scope and Contents note

Fundraising event: speaker: Edward C.H. Yang. Included clipping.
Box 12, Folder 15

17th Annual Banquet. 1882 Mar 15.

Scope and Contents note

Fundraising event: speaker: Richard C. Rudolph.
Box 12, Folder 16

18th Annual Banquet. 1983 Mar 20.

Scope and Contents note

Fundraising event: speaker: Beulan Quo. Includes clippings.
Box 12, Folder 17

19th Annual Banquet. 1984 Mar 12.

Scope and Contents note

Fundraising event: speaker: J. Harry Haines. Includes clipping.
Box 12, Folder 18

20th Annual Banquet.

Scope and Contents note

Fundraising event: speaker: Dr. Ta-jen Liu. Includes photo, clippings.
Box 12, Folder 19

21st Annual Banquet. 1986 Jun 23.

Scope and Contents note

Fundraising event: speaker: Edward C.H. Yang. Includes clippings in English and Chinese and pamphlet: SU (Chinese).
Box 12, Folder 20

22nd Annual Banquet. 1987 Mar 30.

Scope and Contents note

Fundraising event: speaker: Florence Drumright. Includes clippings.
Box 13, Folder 1

23rd Annual Banquet. 1988 Mar 14.

Scope and Contents note

Fundraising event: speaker: Paul G. Chace.
Box 13, Folder 2

24th Annual Banquet. 1989 Apr 17.

Scope and Contents note

Fundraising event: speaker: Francis L. Dale, former U.S. Ambassador to the United Nations in Geneva. Includes clippings.
Box 13, Folder 3

25th Annual Banquet. 1990 Mar 12.

Scope and Contents note

Fundraising event: speaker: C.Y. Chang, Director General, ROC Coordination Council of North American Affairs, Los Angeles. Includes clippings.
Box 13, Folder 4

26th Annual Banquet. 1991 Mar 19.

Scope and Contents note

Fundraising event: speaker: Dr. David W. Vikner, President United Board for Christian Higher Education in Asia. Includes photos and clippings.
Box 13, Folder 5

27th Annual Banquet. 1992 Mar 23.

Scope and Contents note

Fundraising event: speaker: Dr. Edward C.H. Yang
Box 13, Folder 6

28th Annual Banquet. 1993 Mar 15.

Scope and Contents note

Fundraising event: speaker: Ramon H. Meyers, Ph.D.
Box 13, Folder 7

29th Annual Banquet. 1994 May 22.

Scope and Contents note

Fundraising event: speaker: Dr. Winston H.T. Change. Includes photos.
Box 13, Folder 8

30th Annual Banquet. 1995 Apr 20.

Scope and Contents note

Fundraising event: speaker: Rev. Dr. Leo L. Hsu. Includes clipping.
Box 13, Folder 9

31st Annual Banquet. 1996 May 03.

Scope and Contents note

Fundraising event: speaker: Wellington K.K. Chan.