Series 2: Funds, grants, investments (RESTRICTED), 1921-2020, inclusive
Scope and Contents
Series 2 contains investment performance reports on trustee banks. There are also early records tracking the funds which were held by trustee banks and trust companies and disbursed by NYCT per the donor's instructions.
The "Wills Books" are typewritten logs with chronological entries containing a variety of information regarding wills for which NYCT handled disbursements.
The "Purpose Books" and "Fund Fact Sheets" contain information about the donors' intents and instructions regarding their funds. The "Purpose Books" and "Fund Fact Sheets" are arranged alphabetically by fund name.
The "Outpayments from Fund" and "Liquidated Funds" are ledger sheets which were maintained to track disbursements from funds. They are arranged alphabetically by fund name.
Conditions Governing Access
Materials in Series 2 are restricted for 50 years after the creation date of the document.
Wills books (RESTRICTED), 1921-1963, inclusive
Scope and Contents
Folder 1: Wills book, 1921-1942
Folder 2: Wills book, 1921-1942
Folder 3: Wills book, 1935-1948
Folder 4: Wills book, 1935-1948
Folder 5: Wills book, 1943-1963
Folder 6: Wills book, 1943-1963
Conditions Governing Access
Materials in Box 2.1 are restricted for 50 years after the creation date of the document.
Purpose books (RESTRICTED), 1924-1971, inclusive
Scope and Contents
Folder 1: Purpose book, 1924-1971
Folder 2: Purpose book, 1924-1971
Folder 3: Purpose book, 1924-1971
Folder 4: Purpose book 1924-1971
Folder 5: Purpose book, 1961-1971
Folder 6: Purpose book, 1961-1971
Folder 7: Purpose book, Community Funds, Inc., 1961-1969
Conditions Governing Access
Materials in Box 2.2 are restricted for 50 years after the creation date of the document.
Fund fact sheets; Summary of investments (RESTRICTED), 1974-1982; 1990-2005, inclusive
Scope and Contents
Folder 1: Fund fact sheets, A-K, 1974-1978
Folder 2: Fund fact sheets, L-Y, 1974-1978
Folder 3: Fund fact sheets, A-F, 1974-1982
Folder 4: Fund fact sheets, G-R, 1974-1982
Folder 5: Fund fact sheets, S-Y, 1974-1982
Folder 6: Summary of investments, December 1990-December 2000
Folder 7: Summary of investments, March 2001-September 2005
Conditions Governing Access
Materials in Box 2.3 are restricted for 50 years after the creation date of the document.
Outpayments from fund (RESTRICTED), 1932-1967, inclusive
Scope and Contents
Folders 1-2: Outpayments from fund, A-G
Folders 3-4: Outpayments from fund, H-R
Folders 5-6: Outpayments from fund, S-Z
Conditions Governing Access
Materials in Box 2.4 are restricted for 50 years after the creation date of the document.
Liquidated funds; Trusteed funds; Reports on financial statements (RESTRICTED), 1930-1966; 1968-1972; 1973-1974, inclusive
Scope and Contents
Folders 1-2: Liquidated funds, 1930-1966
Folder 3: Liquidated funds, 1950-1965
Folder 4: NYCT – Trusteed funds, year ended December 31, 1968
Folder 5: NYCT – Trusteed funds, year ended December 31, 1969
Folder 6: NYCT – Trusteed funds, year ended December 31, 1970
Folder 7: NYCT – Trusteed funds, year ended December 31, 1971
Folder 8: NYCT – Trusteed funds, year ended December 31, 1972
Folder 9: NYCT – Report on financial statement, year ended December 31, 1973
Folder 10: CFI – Donor funds, report on financial statement, year ended December 31, 1973
Folder 11: NYCT and CFI – Reports on financial statements, year ended December 31, 1974
Conditions Governing Access
Materials in Box 2.5 are restricted for 50 years after the creation date of the document.
CFI disbursements (RESTRICTED), 1956-1973, inclusive
Scope and Contents
Folder 1: CFI disbursements, 1956-1971
Folder 2: CFI Founder and Reserve Funds, year ended December 31, 1967
Folder 3: CFI Disbursing Fund, year ended December 31, 1968
Folder 4: CFI Founder and Reserve Funds, year ended December 31, 1968
Folder 5: CFI Disbursing Fund, year ended December 31, 1969
Folder 6: CFI Founder and Reserve Funds, year ended December 31,1969
Folder 7: CFI Disbursing Fund, year ended December 31, 1970
Folder 8: CFI Founder and Reserve Funds, year ended December 31, 1970
Folder 9: CFI Disbursing Fund, year ended December 31, 1971
Folder 10: CFI Founder and Reserve Funds, year ended December 31, 1971
Folder 11: CFI Disbursing Fund, year ended December 31, 1972
Folder 12: CFI Founder and Reserve Funds, year ended December 31, 1972
Folder 13: CFI Disbursing Fund, year ended December 31, 1973
Conditions Governing Access
Materials in Box 2.6 are restricted for 50 years after the creation date of the document.
Trustee banks/comparative performance reports (RESTRICTED), 1982-2001, inclusive
Scope and Contents
Folder 1: Trustee banks: performance history, 1982-2000
Folder 2: Trustee banks: voting power of Trustees' Committee, 2001
Folder 3: Trustee banks: comparative performance report, calendar year 1982
Folder 4: Trustee banks: comparative performance report, calendar year 1983
Folder 5: Trustee banks: comparative performance report, calendar year 1984
Folder 6: Trustee banks: comparative performance report, calendar year 1985
Folder 7: Trustee banks: comparative performance report, calendar year 1986
Folder 8: Trustee banks: comparative performance report, calendar year 1987
Folder 9: Trustee banks: comparative performance report, calendar year 1988
Folder 10: Trustee banks: comparative performance report, calendar year 1989
Folder 11: Trustee banks: comparative performance report, calendar year 1990
Folder 12: Trustee banks: comparative performance report, calendar year 1991
Folder 13: Trustee banks: comparative performance report, calendar year 1992
Conditions Governing Access
Materials in Box 2.7 are restricted for 50 years after the creation date of the document.
Trustee banks/comparative performance reports (RESTRICTED), 1993-2001, inclusive
Scope and Contents
Folder 1: Trustee banks: comparative performance report, calendar year 1993
Folder 2: Trustee banks: comparative performance report, calendar year 1994
Folder 3: Trustee banks: comparative performance report, calendar year 1995
Folder 4: Trustee banks: comparative performance report, calendar year 1996
Folder 5: Trustee banks: comparative performance report, calendar year 1997
Folder 6: Trustee banks: comparative performance report, calendar year 1998
Folder 7: Trustee banks: comparative performance report, calendar year 1999
Folder 8: Trustee banks: comparative performance report, calendar year 2000
Folder 9: Trustee banks: comparative performance report, calendar year 2001
Conditions Governing Access
Materials in Box 2.8 are restricted for 50 years after the creation date of the document.
Investment reports on trustee banks (RESTRICTED), 2002-2008, inclusive
Scope and Contents
Folder 1: Investment report on trustee banks, calendar year 2002
Folder 2: Investment report on trustee banks, calendar year 2003
Folder 3: Investment report on trustee banks, calendar year 2004
Folder 4: Investment report on trustee banks, calendar year 2005
Folder 5: Investment report on trustee banks, calendar year 2006
Folder 6: Investment report on trustee banks, calendar year 2007
Folder 7: Investment report on trustee banks, calendar year 2008
Conditions Governing Access
Materials in Box 2.9 are restricted for 50 years after the creation date of the document.
Investment reports on trustee banks (RESTRICTED), 2009-2016, inclusive
Scope and Contents
Folder 1: Investment report on trustee banks, calendar year 2009
Folder 2: Investment report on trustee banks, calendar year 2010
Folder 3: Investment report on trustee banks, calendar year 2011
Folder 4: Investment report on trustee banks, calendar year 2012
Folder 5: Investment report on trustee banks, calendar year 2013
Folder 6: Investment report on trustee banks, calendar year 2014
Folder 7: Investment report on trustee banks, calendar year 2015
Folder 8: Investment report on trustee banks, calendar year 2016
Conditions Governing Access
Materials in Box 2.10 are restricted for 50 years after the creation date of the document.
Investment reports on trustee banks (RESTRICTED), 2017-2020, inclusive
Scope and Contents
Folder 1: Investment report on trustee banks, calendar year 2017
Folder 2: Investment report on trustee banks, calendar year 2018
Folder 3: Investment report on trustee banks, calendar year 2019
Folder 4: Investment report on trustee banks, calendar year 2020
Conditions Governing Access
Materials in Box 2.11 are restricted for 50 years after the creation date of the document.