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Series III: Financial Documents, 1911-1997, n.d.

Scope and Contents note

This series contains financial records of the Exchange, including materials relating to investments, taxes, accounting, and inventory. The series is divided into six subseries.

Subseries 1: Investments and Bank Accounts,1911-1994

Scope and Contents note

This subseries contains materials relating to investment and bank accounts. Also included are financial statements and wills in which bequests to the Exchange were made.

Account Book-Building and Endowment Fund, 1911-1921

Box: 4, Folder: 8 (Material Type: Mixed Materials)

Investments, 1911-1916, n.d.

Box: 4, Folder: 9 (Material Type: Mixed Materials)

Wills (Bequests to Exchange), 1919-1978

Box: 4, Folder: 10 (Material Type: Mixed Materials)

Account Book, 1972-1994

Box: 4, Folder: 11 (Material Type: Mixed Materials)

Bank Books, 1956-1981

Box: 5, Folder: 1 (Material Type: Mixed Materials)

Financial Statements, 1980

Box: 5, Folder: 2 (Material Type: Mixed Materials)

Subseries 2: Taxes, 1939-1997

Scope and Contents note

This subseries contains materials relating to the Exchange's tax-exempt status, as well as federal, state and local tax returns.

IRS Letters Re:Tax Exempt Status, 1939-1991

Box: 5, Folder: 3 (Material Type: Mixed Materials)

Correspondence/Forms Re:Tax-Exempt Status, 1952-1986

Box: 5, Folder: 4 (Material Type: Mixed Materials)

Tax Returns, 1977-1984

Box: 5, Folder: 5 (Material Type: Mixed Materials)

Real Estate Taxes, 1979-1984

Box: 5, Folder: 6 (Material Type: Mixed Materials)

Real Estate Taxes, 1992-1997

Box: 5, Folder: 7 (Material Type: Mixed Materials)

Subseries 3: Consignor and Inventory Records, 1957-1988, n.d.

Scope and Contents note

This subseries contains account records of consignors, the Exchange's policies for consignors, inventory records, and order forms for purchased goods.

Consignor's Sundry Accounts, n.d.

Volume: [1] (Material Type: Mixed Materials)

Consignor Records, 1957-1989

Box: Unknown container 570 for instance of Consignor Records, Folder: unknown container (Material Type: Mixed Materials)

Consignor Records, 1963-1975

Box: 5, Folder: 8 (Material Type: Mixed Materials)

Inventory Records, n.d.

Box: 5, Folder: 9 (Material Type: Mixed Materials)

Plum Pudding Works - Flyers and Orders, 1987-1988

Box: 5, Folder: 11 (Material Type: Mixed Materials)

Facsimile of Printing Block for Consignor's Invoice, n.d.

Box: 5, Folder: 12 (Material Type: Mixed Materials)

Inventory Records, 1954-1989

Box: 15, Folder: unknown container (Material Type: Mixed Materials)

Printing Block for Consignor's Invoice, n.d.

Box: 17, Folder: unknown container (Material Type: Mixed Materials)

Subseries 4: Accounting Records, 1938-1940

Scope and Contents note

This subseries contains records related to accounting, including materials related to a computerized bookkeeping system used by the organization in the 1980s.

Account Book, 1938-1940.

Volume: [2] (Material Type: Mixed Materials)

Computerized Bookkeeping System, 1986-1988

Box: 5, Folder: 12 (Material Type: Mixed Materials)

Petty Cash Slip, 1953

Box: 5, Folder: 13 (Material Type: Mixed Materials)

Subseries 5: Merchant Deposit Cards, n.d.

Scope and Contents note

This subseries contains the cards used to make imprints on credit card receipts.

Merchant Deposit Summary Cards, n.d.

Box: 5, Folder: 14 (Material Type: Mixed Materials)

Subseries 6: Employment Records, 1922-1981, n.d.

Scope and Contents note

This subseries contains materials related to paid employees of the Exchange.

Employment, 1922-1981, n.d.

Box: 5, Folder: 15 (Material Type: Mixed Materials)
New-York Historical Society
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New York, NY 10024