Reference Request
Finding Aids to Official Records of the Smithsonian Institution Archives
Accession 15-255
Smithsonian Institution. Office of the Treasurer
Treasurer's Records, circa 1986-2014
Collection Overview
| General Information About This Collection | |
|---|---|
| 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: | circa 1986-2014 |
| Quantity: | |
| Collection: | Accession 15-255 |
| Language of Materials: | English |
| Summary: | This accession consists of approximately 65,000 email messages (dated January 2001-January 2014) plus additional electronic files from Sudeep Anand, Treasurer, 1992-2013. Topics documented in this accession include finance, endowments, investments, insurance, and real estate management of the Smithsonian Institution as well as administration of the Office of the Treasurer. In late 2013, the office became part of the Office of Finance and Accounting. Materials predating his tenure as Treasurer were maintained for background or reference purposes. Emails dating after his tenure arrived prior to the account being closed. Materials are in electronic format. |
Descriptive Entry
This accession consists of approximately 65,000 email messages (dated January 2001-January 2014) plus additional electronic files from Sudeep Anand, Treasurer, 1992-2013. Topics documented in this accession include finance, endowments, investments, insurance, and real estate management of the Smithsonian Institution as well as administration of the Office of the Treasurer. In late 2013, the office became part of the Office of Finance and Accounting. Materials predating his tenure as Treasurer were maintained for background or reference purposes. Emails dating after his tenure arrived prior to the account being closed. Materials are in electronic format.
Restrictions
Use RestrictionRestricted for 15 years; until Jan-01-2030. Records may contain personally identifiable information (PII) that is permanently restricted; Transferring office; 3/5/2009 memorandum, Yowell to Woltz; Contact reference staff for details.
Index Terms
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
Administrative Information
Preferred Citation
Smithsonian Institution Archives, Accession 15-255, Smithsonian Institution. Office of the Treasurer, Treasurer's Records
Container List
Email, January 2001-January 2014
Miscellaneous files
A&R Committee - Appropriations and Revenue Committee
AAA - Archives of American Art
Annual Audit - FY 2009-FY 2012
Annual Financial Reports - FY 2009-FY 2012
Banking
Burke
Cardscan Data
CFO - Chief Financial Officer
F&I Committee - Finance and Investment Committee
F&I Committee\Investment Policy Subcommittee
F&I Committee\Investment Policy Subcommittee\SIC 6-9-05 Meeting - Smithsonian Investment Committee, June 9, 2005
Facilities
Financing
Financing\Discovery Center Refinancing
Financing\Hazy SBPA Change - Udvar-Hazy Center Standby Bond Purchase Agreement
Financing\NMAAHC Financing - National Museum of African American History and Culture
Financing\Trust Balance Sheet and Cash Flows - FY 2010-FY 2012
Fund Raising
Fund Raising\Funding from Endowment
Historical Files
Historical Files\CHEMICAL
Historical Files\COMMUTE
Historical Files\CONSULT
Historical Files\CORFIN
Historical Files\FAX1OLD
Historical Files\FINANCE
Historical Files\IBBOTSON\DATA
Historical Files\IBBOTSON\DLL
Historical Files\IBBOTSON\ENCORR
Historical Files\IBBOTSON\OPT
Historical Files\IPMS
Historical Files\IPMS\BATCH
Historical Files\IPMS\LIST
Historical Files\IPMS\MACROS
Historical Files\IPMS\SMI
Historical Files\IW
Historical Files\JOBLET
Historical Files\MAIL
Historical Files\MONEY
Historical Files\NASM - National Air and Space Museum
Historical Files\NFWF
Historical Files\NMNH - National Museum of Natural History
Historical Files\NMNH\RATAG - National Museum of Natural History
Historical Files\NPM - National Postal Museum
Historical Files\OPTDEMO
Historical Files\ORAMEMO
Historical Files\ORGAN
Historical Files\PERSONAL
Historical Files\PERSONAL\JOB
Historical Files\PERSONAL\LSC
Historical Files\PERSONAL\NFWF
Historical Files\PERSONAL\PRINT
Historical Files\PERSONAL\ROPRINT
Historical Files\PLANNING
Historical Files\PRINT
Historical Files\QUICKENW
Historical Files\RETIRE
Historical Files\SAFILE
Historical Files\SPI
Historical Files\TC
Historical Files\TC\BIN
Historical Files\TC\CLASSLIB\EXAMPLES
Historical Files\TC\CLASSLIB\INCLUDE
Historical Files\TC\CLASSLIB\LIB
Historical Files\TC\CLASSLIB\OBJS\DL
Historical Files\TC\CLASSLIB\OBJS\DS
Historical Files\TC\CLASSLIB\OBJS\L
Historical Files\TC\CLASSLIB\OBJS\S
Historical Files\TC\CLASSLIB\SOURCE
Historical Files\TC\DOC
Historical Files\TC\EXAMPLES
Historical Files\TC\EXAMPLES\TCALC
Historical Files\TC\INCLUDE
Historical Files\TC\INCLUDE\SYS
Historical Files\TC\LIB
Historical Files\TREASURY
Historical Files\VALLE
Inspector General - 2002
Investments
Investments\Appaloosa
Investments\Audtit 2006 - Audit, 2006
Investments\Cerberus
Investments\Ecofin
Investments\Economic Forecasts - 2012
Investments\Farallon
Investments\Galapagos - 2010
Investments\Highfields
Investments\Interesting Articles
Investments\Investment Guidelines - 2006, 2011
Investments\Miscellaneous
Investments\Miscellaneous\James Harris Simons - Wikipedia, the free encyclopedia_files
Investments\OI Deferred Compensation - Office of Investments
Investments\Organization
Investments\Private Equity - 2008
Investments\Qtr 12-31-06 - Quarterly report, December 31, 2006
Investments\Qtr Report 3-31-05\Endowment - Quarterly report, March 31, 2005
Investments\Qtr Report 3-31-06 - Quarterly report, March 31, 2006
Investments\Qtr Report 6-30-05 - Quarterly report, June 30, 2005
Investments\Qtr Report 6-30-06 - Quarterly report, June 30, 2006
Investments\Qtr Report 9-30-05 - Quarterly report, September 30, 2005
Investments\Qtr Report 9-30-06 - Quarterly report, September 30, 2006
Investments\Qtr Report 12-31-05 - Quarterly report, December 31, 2005
Investments\Sequoia Documents
Investments\Short Term Portfolio
Investments\SIC 2-28-06 Meeting - Smithsonian Investment Committee, February 28, 2006
Investments\SIC 9-20-05 Meeting - Smithsonian Investment Committee, September 20, 2005
Investments\SIC 10-30-06 Meeting - Smithsonian Investment Committee, October 30, 2006
Investments\TPG-Axon Documents
Investments\Transition
IPC - Investment Policy Committee
MEMOS
MEMOS\123R5W
MEMOS\123R5W\LIBRARY\123WXMAC
MEMOS\123R5W\LIBRARY\TOUR
MEMOS\123R5W\MAPDATA
MEMOS\123R5W\MASTERS
MEMOS\123R5W\PROGRAMS
MEMOS\123R5W\PROGRAMS\DQAICO
MEMOS\123R5W\PROGRAMS\DRAWICO
MEMOS\123R5W\PROGRAMS\GRAPHICO
MEMOS\123R5W\PROGRAMS\PREVICO
MEMOS\123R5W\PROGRAMS\SHEETICO
MEMOS\123R5W\PROGRAMS\TRANSICO
MEMOS\123R5W\SAMPLE
MEMOS\123R5W\SAMPLE\DBASE
MEMOS\123R5W\SAMPLE\MAPS
MEMOS\123R5W\SAMPLE\SOLVER
MEMOS\123R5W\SAMPLE\TUTORIAL
MEMOS\123R5W\SAMPLE\VERSMGR
MEMOS\ipc - Investment Policy Committee
MEMOS\NASM - National Air and Space Museum
MEMOS\NMNH - National Museum of Natural History
MEMOS\otmemo - Office of the Treasurer memoranda
MEMOS\personal
MEMOS\Rating
MEMOS\RECYCLED
MEMOS\restate - Real estate
MEMOS\restate\Victor - Real estate, Victor Building
nasm - National Air and Space Museum
nasm\Hazy Financing - National Air and Space Museum, Udvar-Hazy Center
nams\Hazy II - National Air and Space Museum, Udvar-Hazy Center, Phase II
New Maroni - Alice Maroni
New Maroni\Metrics - Alice Maroni
New Maroni\Regent Papers - Alice Maroni
New Maroni\Smithsonian Directives - Alice Maroni
New Maroni\Smithsonian Directives\Advances - Alice Maroni
New Maroni\Smithsonian Directives\Investments - Alice Maroni
NMAAHC - National Museum of African American History and Culture
Nmah - National Museum of American History
NMNH - National Museum of Natural History
NPG - National Portrait Gallery
OPMB - Office of Planning, Management and Budget
OTFiles\New Folder - Office of the Treasurer
OTFiles\RESTATE - Office of the Treasurer, Real estate
otmemo - Office of the Treasurer memoranda
POB - Patent Office Building
Qtr Report 3-31-05\Qtr Report 3-31-05\Endowment - Quarterly report March 31, 2005
Rating
Rating\Moodys 2013
Rating\Ratings for 2011
Rating\Research Reports, 2012
Rating\S&P 2007 - Standard and Poor's
Rating\SandP 2012 - Standard and Poor's
Regents
restate - Real estate
restate\Victor - Real estate, Victor Building
Risk
Risk\Advances
SAAM - Smithsonian American Art Museum
SAAM\Food Service RFP - Smithsonian American Art Museum, Food service request for proposals
Sale of Securities
SI Directives - Smithsonian Institution directives
SI Visitor Count - Smithsonian Institution visitor count, 2011-2013
Small - Secretary Lawrence M. Small
Smithsonian Institution
ST Portfolio
STRI - Smithsonian Tropical Research Institute
- Finding Aid encoded on: 3-15-2022
- Contact us at osiaref@si.edu