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Accession 09-127,  Smithsonian Institution, Office of the Treasurer,  Treasurer's Records, 1970-2004

Repository: Smithsonian Institution Archives, Washington, D.C. Contact us at osiaref@si.edu.
Creator: Smithsonian Institution, Office of the Treasurer
Title: Treasurer's Records
Dates: 1970-2004
Quantity: 4 cu. ft. (4 record storage boxes)
Collection: Accession 09-127
Language of Materials: English
Summary:

These records were collected and maintained by Sudeep Anand, Treasurer, 1992- . Records cover administrative and financial issues, insurance, investments, annual reports, the Investment Policy Committee, and the purchase of the Victor Building. Materials include correspondence, reports, contracts, minutes, and brochures.

Descriptive Entry

These records were collected and maintained by Sudeep Anand, Treasurer, 1992- . Records cover administrative and financial issues, insurance, investments, annual reports, the Investment Policy Committee, and the purchase of the Victor Building. Materials include correspondence, reports, contracts, minutes, and brochures.

Use Restriction

Restricted for 15 years, until Jan-01-2020; Transferring office; 3/5/2009 memorandum, Yowell to Woltz; Contact reference staff for details.

This collection is indexed under the following access terms. These are links to collections with related topics, persons or places.

Name

Subject

Physical Characteristics of Materials in the Collection

Preferred Citation

Smithsonian Institution Archives, Accession 09-127, Smithsonian Institution, Office of the Treasurer, Treasurer's Records

Container List

Box 1

Administration

Council of Administrative and Service Directors (CASD)

Box 1 of 4

Executive Directories

Box 1 of 4

Joint Financial Management Improvement Program (JFMIP)

Box 1 of 4

Management Controls

Box 1 of 4

Medical Insurance

Box 1 of 4

150th Anniversary Celebration - Miscellaneous

Box 1 of 4

Overhead

Box 1 of 4

Travel Insurance

Box 1 of 4

Financings

Financial Advisors

Box 1 of 4

National Archives

Box 1 of 4

Signet Bank Loan

Box 1 of 4

Investments

Cambridge Associates, 1995-2004 (8 folders)

Box 1 of 4

Council of Institutional Investors

Box 1 of 4

Derivatives

Box 1 of 4

Institutional Investor Institute

Box 1 of 4

Investment Management Institute

Box 1 of 4

KPMG Peat Marwick Investment Services

Box 1 of 4

Miscellaneous

Annual Reports

Box 1 of 4

Box 2

Fannie Mae Annual Report

Box 2 of 4

Federal Reserve (Wesley Williams)

Box 2 of 4

Metropolitan Washington Airports Authority Annual Report

Box 2 of 4

Money Market Directories, Inc.

Box 2 of 4

National Association of College and University Business Officers (NACUBO) Publications Catalog, 1997-1998

Box 2 of 4

NACUBO Endowment Studies, 1992-1999 (7 folders)

Box 2 of 4

National Gallery of Art

Box 2 of 4

Box 3

National Geographic Society

Box 3 of 4

West Group

Box 3 of 4

Investment Policy Committee

Miscellaneous Correspondence, 1970-1989 (3 folders)

Box 3 of 4

Meetings, 1984-1987

Box 3 of 4

Miscellaneous Correspondence, 1990-2000 (4 folders)

Box 3 of 4

Victor Building

Appraisal

Box 3 of 4

District of Columbia Economic Development Plan

Box 3 of 4

Emergency Planning and Procedures

Box 3 of 4

Facilities Management

Box 3 of 4

Financing (Bond Issue) - Application for Tax-Exempt Bond Financing

Box 3 of 4

Financing (Bond Issue) - Arbitrage Rebate Services

Box 3 of 4

Financing (Bond Issue) - Bridge Financing Proposals

Box 3 of 4

Financing (Bond Issue) - District of Columbia Employment Agreement

Box 3 of 4

Financing (Bond Issue) - District of Columbia Memorandum of Understanding

Box 3 of 4

Financing (Bond Issue) - District of Columbia Office Building Certificates of Participation, Series 1993 (COPS)

Box 3 of 4

Financing (Bond Issue) - Final Pricing Confirmation

Box 3 of 4

Box 4

Financing (Bond Issue) - Investment Agreement

Box 4 of 4

Financing (Bond Issue) - Legal Bills

Box 4 of 4

Financing (Bond Issue) - Lehman/Fidelity Agreement

Box 4 of 4

Financing (Bond Issue) - Letter of Credit

Box 4 of 4

Financing (Bond Issue) - Offering Statement

Box 4 of 4

Financing (Bond Issue) - Museum of Modern Art (MOMA)

Box 4 of 4

Financing (Bond Issue) - Plan of Finance

Box 4 of 4

Financing (Bond Issue) - Rating Agencies Presentation

Box 4 of 4

Financing (Bond Issue) - Rebate Monitor Calculations

Box 4 of 4

Financing (Bond Issue) - TEFRA Hearing

Box 4 of 4

Financing (Bond Issue) - Underwriter Proposals

Box 4 of 4

Financing (Bond Issue) - Wells Fargo Bank (Norwest)

Box 4 of 4

L'Enfant Plaza Subleases

Box 4 of 4

Miscellaneous Correspondence - Internal

Box 4 of 4

Other Options

Box 4 of 4

Potential Sale

Box 4 of 4

Purchase of Building

Box 4 of 4

Retail Leases

Box 4 of 4

Retail Space

Box 4 of 4

Ruth's Chris Lease

Box 4 of 4

Smithsonian American Art Museum (SAAM) Space in Victor Building

Box 4 of 4