Hutchins Library
Special Collections & Archives
Guide to the E.O. Robinson Mountain Fund, Series II
 

Accession Number: 20
Records, 1922-1987
29.2 Linear Feet
Online Catalog Record (BANC)

Overview & Series Description
History
Series I - Minutes of the Board of Trustees
Series II - Financial Records
      Subseries 1 - Trust Agreements
      Subseries 2 - Finacncial Summaries and Audits
      Subseries 3- Income and Disbursement Statements
      Subseries 4- Citizen's Fidelity Transaction Statements
      Subseries 5- Journal / Account Sheets

Series III - Chairmen and Trustees Files
      Subseries 1 - Edward O' Rear
      Subseries 2 - Ross Sloniker
      Subseries 3 - Francis S. Hutchins
      Subseries 4 - J. Farra Van Meter
      Subseries 5 - Henry H. Loomis
Series IV - West Correspondence
Series V - Lexington Subject Files
Series VI - Projects and Grants
Series VII - Homeplace General Correspondence
   1920s 1930s1940s 1950s1960s 1970s1980s undated
Series VIII - Homeplace Subject Files
Series IX - Photographs
Series X - Homeplace Rural Health Association
     Subseries 1 - Service Reports
     Subseries 2 - Personnel Records
     Subseries 3 - Miscellany
Series XI - Perry County Rural Telephone Company
     Subseries 1 - Record Book
     Subseries 2 - Correspondence
     Subseries 3 - Financial Records
Series XII - Oversize and Miscellany

Overview

These are the board meeting minutes, financial records, correspondence, and photographs documenting the founding of the E.O. Robinson Mountain Fund and its role in southeastern Kentucky agricultural, educational, health, and economic improvement efforts during the years 1922-1987.

Related Berea College Archives

Buckhorn Children's Center Records, SAA 45

Related References

Purcell, L. Edward, Good Neighbor to the Mountains: The Story of the E.O. Robinson Mountain Fund 1922-1987. E.O. Robinson Mountain Fund, 1988.

Series II Financial Records Boxes 3-9

These financial records were maintained initially in Cincinnati, Ohio, and later in Lexington, Kentucky by Mountain Fund secretaries Loretto Martin and Luise West. They document the establishment, growth, and administration of the principal trusts comprising the E.O. Robinson Fund, and include original trust agreements established by E.O. Robinson, investment and earning reports, and annual and monthly reports, audits, and secretary's general journal. These records, when used along with financial records maintained at Homeplace, provide a complete picture of the financial history of the Mountain Fund.

Subseries 1 Trust Agreements, 1924-1934 Boxes 3-4

These are signed and unsigned copies of trusts established by E.O. Robinson at Security Trust Company of Lexington, Kentucky, together with various lists of securities held by those trusts, reports on their earnings, and fragmentary correspondence. Robinson established two trusts, in 1924 and 1929 respectively, with the assistance of Charles N. Manning, the president of Security Trust who also served as treasurer of the Robinson Mountain Fund (1922-1947). The terms of the trust agreements named members of Robinson's family and the Mountain Fund as the principal beneficiaries, the bulk of the income from investments to be paid on the deaths of Robinson and his wife Lydia Robinson. The principal trust relating to the Mountain Fund was revoked late in 1933 and redrawn with Fidelity and Columbia Trust Company (later Citizen's Fidelity) of Louisville. This bank has served as trustee of the Mountain Fund's endowment since then. There is no copy of the Citizen's Fidelity trust agreement.

Box 3, cont'd.

  1. Financial Records: Trust Agreements/Security Trust - Robinson No. 1, 1924
  2. Financial Records: Trust Agreement No. 2, 1929
  3. Financial Records: No. 1 (Revision) May 1931
  4. Financial Records: No. 2 (Revision) May 1931

Box 4

  1. Financial Records: No. 1 (Revision) Dec. 1931
  2. Financial Records: No. 2 (Revision) Dec. 1931
  3. Financial Records: No. 1 (Revocation Order) Dec. 1931
  4. Financial Records: No. 2 (Revocation Order) Dec. 1933
  5. Financial Records: Investment Reports 1925-1927
  6. Financial Records: Investment Reports 1928-1929
  7. Financial Records: Investment Reports 1930-1931
  8. Financial Records: Investment Reports 1932-1933
  9. Financial Records: Investment Lists 1928-1934
  10. Financial Records: Trial Balances 1942-1944, 1947-1948
  11. Financial Records: Mowbray Trust Agreement; 192?
Subseries 2 Financial Summaries and Audits, 1941-1974 Boxes 4-5

These are annual reports of the Mountain Fund for the years 1941-1944 and 1947-1948, along with audits, which have been conducted semi-annually since 1948. Annual reports provide summaries of expenses relating to the operation of Homeplace and Fund grants to various institutions. In addition, they contain detailed statements on the earnings of trust accounts. The reports were prepared either by Loretto Martin or by Mountain Fund treasurer Charles Manning. They provide information about the Fund's economic status, which is available nowhere else.

Audits of the Mountain Fund began in 1948 soon after the death of treasurer, Charles Manning. The bulk of them were conducted by Milton S. Cooper of the Lexington accounting firm Eskew and Gresham. They provide excellent summaries of the Mountain Fund's fiscal administration, the condition of its endowment investments and earnings, programs at Homeplace, and the various grants made by the Fund. Of special interest are the audits detailing the Mountain Fund's operation and support of Buckhorn School during the period 1954-1956.

Box 4, cont'd.

  1. Financial Records: Audits 1948; 1953
  2. Financial Records: Audits 1956-1957
  3. Financial Records: Audits 1958-1959
  4. Financial Records: Audits 1960-1961
  5. Financial Records: Audits 1962-1963
  6. Financial Records: Audits 1965-1966
  7. Financial Records: Audits 1967-1969
  8. Financial Records: Audits 1970-1971
  9. Financial Records: Audits 1972-1973

Box 5

  1. Financial Records: Audits 1974
  2. Financial Records: Audits 1974-1975; 1975-1976
  3. Financial Records: Audits 1977-1979
  4. Financial Records: Audits 1981-1988
Subseries 3 Income and Disbursement Statements, 1952-1974 Boxes 5-6

These are monthly financial reports summarizing income and disbursements from both the treasurer's and general funds. The Treasurer's Fund was used for the payment of scholarships, loans, and grants made by Fund Trustees, while the General Fund was used to pay Homeplace expenses. The reports comprise a complete record of the Mountain Fund's fiscal operation for this period.

Box 5, cont'd.

  1. Financial Records: Income & Disbursement Statements 1952
  2. Financial Records: Income & Disbursement Statements 1953
  3. Financial Records: Income & Disbursement Statements 1954
  4. Financial Records: Income & Disbursement Statements 1955
  5. Financial Records: Income & Disbursement Statements 1956
  6. Financial Records: Income & Disbursement Statements 1957
  7. Financial Records: Income & Disbursement Statements 1958
  8. Financial Records: Income & Disbursement Statements 1959
  9. Financial Records: Income & Disbursement Statements 1960
  10. Financial Records: Income & Disbursement Statements 1961
  11. Financial Records: Income & Disbursement Statements 1962
  12. Financial Records: Income & Disbursement Statements 1963
  13. Financial Records: Income & Disbursement Statements 1964
  14. Financial Records: Income & Disbursement Statements 1965
  15. Financial Records: Income & Disbursement Statements 1966

Box 6

  1. Financial Records: Income & Disbursement Statements 1967
  2. Financial Records: Income & Disbursement Statements 1968
  3. Financial Records: Income & Disbursement Statements 1969
  4. Financial Records: Income & Disbursement Statements 1970
  5. Financial Records: Income & Disbursement Statements 1971
  6. Financial Records: Income & Disbursement Statements 1972
  7. Financial Records: Income & Disbursement Statements 1973
  8. Financial Records: Income & Disbursement Statements 1974
  9. Financial Records: Income & Disbursement Statements 1975
  10. Financial Records: Income & Disbursement Statements 1976
  11. Financial Records: Income & Disbursement Statements 1977
Subseries 4 Citizen's Fidelity Transaction Service Statements, 1962-1973 Boxes 6-8

Materials consist of cash summaries and transaction statements, which provide detailed information on financial investments made on behalf of the Fund by Citizen's Fidelity Bank of Louisville. The reports are of value because they detail specific sources of income used by the Fund. They are arranged chronologically by trust accounts. There are some gaps in the documentation, thus dates on folders can not necessarily be taken to be inclusive.

Box 6, cont'd.

  1. Financial Records: Transaction Statements 1961
  2. Financial Records: Transaction Statements 1962
  3. Financial Records: Transaction Statements 1963
  4. Financial Records: Transaction Statements 1966
  5. Financial Records: Transaction Statements 1967

Box 7

  1. Financial Records: Transaction Statements 1968
  2. Financial Records: Transaction Statements 1969
  3. Financial Records: Transaction Statements 1970
  4. Financial Records: Transaction Statements 1971
  5. Financial Records: Transaction Statements 1972
  6. Financial Records: Transaction Statements 1973

Box 8

  1. Financial Records: Transaction Statements 1974
  2. Financial Records: Transaction Statements 1975
  3. Financial Records: Transaction Statements 1976
  4. Financial Records: Transaction Statements 1977-1979
  5. Financial Records: Transaction Statements 1980-1986
Subseries 5 Journal / Account Sheets, 1952-1972 Boxes 8-9

Materials consist of a general journal and loose sheets from a receipts and disbursements ledger maintained by Fund secretary, Luise West. They provide detailed financial information concerning the operation of Homeplace Hospital, other programs at Homeplace, the construction of the Perry County Rural Telephone Company, payments made by the Fund in the form of loans or grants, and income from various trusts. Together, they represent very comprehensive sources of information on the fiscal administration of the Mountain Fund for this period. Journal pages have been removed from the original cover and placed in folders to better preserve them. The loose cash receipts and disbursement sheets are filed in an oversize box at the end of the collection (Boxes 67-70).

Box 8, cont'd.

  1. Financial Records: Treasurer's Reports 1972-1982
  2. Financial Records: Treasurer's Reports 1983-1985

Box 9

  1. Financial Records: Treasurer's Reports 1986-1988
  2. Financial Records: General Journal 1952-1968 (Section 1)
  3. Financial Records: General Journal 1952-1968 (Section 2)
  4. Financial Records: General Journal 1952-1968 (Section 3)
  5. Financial Records: General Journal (Section 4)
  6. Financial Records: General Journal (Section 5)
  7. Financial Records: General Journal (Section 6)
  8. Financial Records: General Journal (Section 7)
  9. Financial Records: General Journal (Section 8)

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