Subseries 3 - Personal accountant files

Identity area

Reference code

CA ON00389 F4-6-3

Title

Personal accountant files

Date(s)

  • June 1981 - April 1995, predominant January 1989 - December 1994 (Creation)

Level of description

Subseries

Extent and medium

72.9 cm of textual records

Context area

Name of creator

(1932-1996)

Archival history

Immediate source of acquisition or transfer

Content and structure area

Scope and content

Sub-series consists of material sent by Nouwen's personal accountant (Joe Sarno) to Nouwen's office at Daybreak in January 1996. Includes the 1989, 1990, 1991, 1992, 1993, and 1994 income tax returns and supporting documentation. Also includes permanent reference material from Nouwen's retirement accounts, health insurance, 1995 Visa statements, and the US Internal Revenue Service.
Joe Sarno was Nouwen's personal accountant from the mid-1970s until April 1995. He was based in Connecticut and became Nouwen's accountant when Nouwen was at Yale Divinity School. Sarno was responsible for Nouwen's income tax returns, American bank accounts, credit cards, and retirement funds. It is assumed that he was responsible for the bulk of Nouwen's financial activities before Nouwen's move to L'Arche Daybreak in 1987. However, since legislation only requires records be kept for seven years, the majority of the records he sent to Daybreak only go back to 1989. Completing Nouwen's 1994 tax return was Sarno's last responsibility as Nouwen's accountant.
According to correspondence found in box 248 file 1438, Sarno sent two boxes of material to Nouwen's office containing income tax records and permanent reference material. The material was found in large manilla envelopes with Sarno's handwriting on the outside describing the envelopes' contents. The envelopes were bound with elastics and did not appear to have been opened since being sent to Nouwen's office in January 1996.

Appraisal, destruction and scheduling

Accruals

System of arrangement

Income tax material was arranged by year and permanent reference material was left in its original order.

Conditions of access and use area

Conditions governing access

Conditions governing reproduction

No reproduction of this material without permission of the Archivist.

Language of material

  • Dutch
  • Italian
  • French

Script of material

    Language and script notes

    Physical characteristics and technical requirements

    Finding aids

    Generated finding aid

    Allied materials area

    Existence and location of originals

    Existence and location of copies

    Related units of description

    Related material may be found in box 242, file 1399.

    Related descriptions

    Notes area

    Note

    Title based on contents of the sub-series.

    Note

    No publication of this material, in whole or in part, without the permission of the Literary Executrix.

    Note

    Some material is in Dutch, Italian and French.

    Alternative identifier(s)

    Accession Number

    2000 01

    Location

    Boxes 244 ; 245 ; 246 ; 247 ; 248 ; 249

    Access points

    Subject access points

    Place access points

    Name access points

    Genre access points

    Description control area

    Description identifier

    Institution identifier

    Rules and/or conventions used

    Dates of creation revision deletion

    Added by L Joson, 11 September 2018

    Language(s)

      Script(s)

        Sources

        Accession area