Records Management
Retention and Disposition Schedules
Financial and Payroll Records
TRUSTS AND ENDOWMENTS
Official Copy: 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
Retention and Disposition:
Official Copy:
Retention: For 7 years after record has expired, been
superseded, or is no longer useful;
Disposition: Transfer to Archives for selective retention.
Disposition: Transfer to Archives for selective retention.
Other Copies:
Retention: 3 years;
Disposition: Destroy.
Disposition: Destroy.
U of S File Classification: 200-299 - Financial Records.
Approved: 13 June 1996