03 – FINANCIAL RESOURCES / FUNDING

03.04

Foundations, endowments  

Records relating to the ongoing management of the various endowment and subscription funds administered by the institution: correspondence, financial records, etc. concerning the constitution, investment and use of sums of money given to the institution by individuals or organizations for general or specific purposes (chairs, special funds, etc.).

Copy

Unit

Active

Semi-active

Inactive

primary [ a ]

unit responsible

X¹

5 years

R²

secondary [ a ]

other units concerned

X³

D

N o t e s :                                                                                 ( D = Destruction R = Retention )

¹ Retention: 2 years following end of use of funds concerned.
² Archives selection: Retention of general information on the financial nature and development of each fund (creation, objectives, summary records, financial tables showing the financial development and portfolio composition of each fund). Destruction of support records.
³ Retention: Until end of use of funds concerned. 

[   ] = medium --->a = paper b = microfilm c = electronic  d = audio-visual e = other

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Updated: 14/3/02