Trusts and Investments

Identity elements

Reference number

FA-03

Level of description

Record sub-group

Title

Trusts and Investments

Date(s)

Extent

Content and structure elements

Scope and content

Permanent records of DFMS fiduciary accountability for invested funds in all endowments, trusts, and custodial accounts; including records of the investment oversight committees, trust fund registers, DFMS donor trust files, fiduciary trust investment files, records of agreements and reports from investment service providers, and annual statements on investment returns.

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Descriptive inventories

Acquisition and appraisal elements

Accruals

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Related records and archives

Related descriptions

Notes element

Description control element

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