Series 16: Financial records, 1862-2020, inclusive

Scope and Contents

This series contains the financial records of the Brooklyn Historical Society. These include official financial reports and audits, budgets, investments, legal matters and contracts, government reporting, loans and financing, building and property finance, personnel records, and tax documents.

Arrangement

The Finance series is arranged into 12 sub-series as follows:

Sub-series 16.1: Financial statements and audits

Sub-series 16.2: Budgets

Sub-series 16.3: Investments

Sub-series 16.4: Finance administration

Sub-series 16.5: Legal matters and contracts

Sub-series 16.6: Government reporting

Sub-series 16.7: Insurance

Sub-series 16.8: Loans and financing

Sub-series 16.9: Building and property finance

Sub-series 16.10: Ledgers and account books

Sub-series 16.11: Personnel records

Sub-series 16.12: Tax documents

Conditions Governing Access

This series is described to the sub-series level in the public finding aid; however, there is folder-level information on the back end. If researchers are in need of more detail, they should consult CBH staff.

Sub-series 16.1: Financial statements and audits, 1935-2010, inclusive

Box: 570 (Material Type: Mixed Materials)

Box: 571 (Material Type: Mixed Materials)

Box: 572 (Material Type: Mixed Materials)

Box: 573 (Material Type: Mixed Materials)

Box: 574 (Material Type: Mixed Materials)

Box: 575 (Material Type: Mixed Materials)

Scope and Contents

Official reports and statements on BHS's financial standing.

Sub-series 16.2: Budgets, 1997-2019, inclusive

Box: 576 (Material Type: Mixed Materials)

Box: 577 (Material Type: Mixed Materials)

Box: 578 (Material Type: Mixed Materials)

Box: 579 (Material Type: Mixed Materials)

Box: 580 (Material Type: Mixed Materials)

Box: 581 (Material Type: Mixed Materials)

Scope and Contents

Budgets, projections, income statements, cash flow reports, and actuals.

Sub-series 16.3: Investments, 1881-2010, inclusive

Box: 582 (Material Type: Mixed Materials)

Box: 583 (Material Type: Mixed Materials)

Box: 608 (Material Type: Mixed Materials)

Scope and Contents

Documents BHS's investments, including bonds, reports and portfolios.

Sub-series 16.4: Finance administration, 1862-1910, 1985-2019, inclusive

Box: 583 (Material Type: Mixed Materials)

Box: 584 (Material Type: Mixed Materials)

Box: 608 (Material Type: Mixed Materials)

Box: 611 (Material Type: Mixed Materials)

Scope and Contents

Certificates of incorporation [copies], treasurers' records, by-laws, storage records, correspondence, policies and procedures, and the files and notes of Finance personnel.

Sub-series 16.5: Legal matters and contracts, 1999-2018, inclusive

Box: 584 (Material Type: Mixed Materials)

Scope and Contents

Contracts, settlements, claims, incident reports, license agreements, and legal agreements.

Sub-series 16.6: Government reporting, 1938-1956, 2003-2020, inclusive

Box: 585 (Material Type: Mixed Materials)

Scope and Contents

Reports, censuses and surveys created for various state and federal entities.

Sub-series 16.7: Insurance, 1886-1889, 1940s, 1997-2013, inclusive

Box: 585 (Material Type: Mixed Materials)

Box: 586 (Material Type: Mixed Materials)

Box: 604 (Material Type: Mixed Materials)

Scope and Contents

Documentation of insurance policies held by LIHS and BHS, including for war damage, workers compensation, fine arts, and directors and officers. It also inclues correspondence, documentation of incidents that resulted in insurance claims, and an insurance appraisal by Christie's.

Sub-series 16.8: Loans and financing, 2001-2017, inclusive

Box: 587 (Material Type: Mixed Materials)

Box: 588 (Material Type: Mixed Materials)

Scope and Contents

Financing proposals as well as documentation of loans from Commerce Bank, TD Bank, JP Morgan Chase, and Bank of America.

Sub-series 16.9: Building and property finance, 1934-2018, inclusive

Box: 588 (Material Type: Mixed Materials)

Box: 589 (Material Type: Mixed Materials)

Box: 591 (Material Type: Microform)

Scope and Contents

Documents relating to properties owned or occupied by BHS, including 128 Pierrepont Street, temporary offices at MetroTech, 55 Water Street and 93 Division Avenue. The sub-series also includes mortgages for a number of properties in the Society's portfolio from the 1930s-1950s, and documents relating to a 2003 Department of Design and Construction (DDC) project.

Sub-series 16.10: Ledgers and account books, 1863-1974, inclusive

Box: 600 (Material Type: Mixed Materials)

Box: 601 (Material Type: Mixed Materials)

Box: 602 (Material Type: Mixed Materials)

Box: 603 (Material Type: Mixed Materials)

Box: 604 (Material Type: Mixed Materials)

Box: 592 (Material Type: Mixed Materials)

Box: 593 (Material Type: Mixed Materials)

Box: 594 (Material Type: Mixed Materials)

Box: 595 (Material Type: Mixed Materials)

Box: 596 (Material Type: Mixed Materials)

Box: 597 (Material Type: Mixed Materials)

Box: 598 (Material Type: Mixed Materials)

Box: 599 (Material Type: Mixed Materials)

Scope and Contents

Various ledgers, cash books, account books and other bound financial records.

Sub-series 16.11: Personnel records, circa 1980s-2020, inclusive

Box: 607 (Material Type: Mixed Materials)

Box: 608 (Material Type: Mixed Materials)

Box: 609 (Material Type: Mixed Materials)

Box: 610 (Material Type: Mixed Materials)

Scope and Contents

Personnel files, including offer letters, evaluations, resignation letters, separation agreements, and so forth. Additional files include staff lists, memos, policies, job descriptions, and summer intern records from the 1990s.

Processing Information

The archivist discarded documents that fell outside of BPL's record retention policy as well as any documents with employees' personal identifying information.

Sub-series 16.12: Tax documents, 1958-2020, inclusive

Box: 605 (Material Type: Mixed Materials)

Box: 606 (Material Type: Mixed Materials)

Box: 608 (Material Type: Mixed Materials)

Scope and Contents

Documents related to taxes, including property and real estate taxes, tax returns (including form 990), IRS determination letters, payroll taxes, form 5500, and sales tax.

Processing Information

The archivist discarded documents that fell outside of BPL's record retention policy and/or IRS recommendations for retention schedules, as well as any documents with employees' personal identifying information.