Trusts and Endowments

Record Schedule Number: 1996-42
Office of Primary Responsibility: Financial Services Division

This series documents contractual agreements between the University and other parties with respect to trusts, endowments, and estates.

Records in this series may include:

  • trust agreements
  • terms of reference
  • wills/bequests
  • letters of understanding
  • correspondence
  • copies of outgoing correspondence

RecordRetentionDisposition
Officiail copyFor 7 years after record has expired, been superseded, or is no longer usefulTransfer to Archives for selective retention
Other copies3 yearsDestroy

Functions:
  • Finances
Classification: 200-299 - Financial Records
Approval Date: 13 June 1996
Status: In force