Revenue, Investment and Endowment

The Yale University Archives seeks to collect documentation concerning sales, revenues, investments, and endowments at Yale. Specific topics of interest include:

• Background information on the staff or external consultants responsible for shaping investment, endowment, or fund management policies
• The management performance of investments, endowments, and funds
• Student, staff, alumni, or community efforts to influence investment, endowment, or fund management policies
• Yale’s attitude on the social, moral, and ethical implications of its investments
• The purchase, renting, and sale of real property by Yale both on and off campus
• New policy, procedure, initiative development in any of the above areas

Archival Records

Examples of records of interest to the Archives, regardless of format:

• Annual reports and statements
• Deeds and titles for properties owned by Yale
• Letters and agreements of gift, and copies of bequest instruments and wills from individuals or estates
• Policies and procedures
• Publications and websites (see Depositing Official Yale Publications)
• Real property records generated when acquiring, maintaining, or selling real property, including purchase agreements, easement details, plat descriptions, memoranda of understanding, sales agreements, and related correspondence
• Records of the Corporation’s Audit, Finance, Investments, and Investor Responsibility committees
• Summary building space inventory and valuation reports
• Treasurer’s Report

Office of record

The Office of Finance and Administration, Tax Department, Treasury Services, Peabody Museum of Natural History, Yale Center for British Art, Yale Art Gallery, and any other units that maintain the record copy of documentation about sales and revenue.  Business managers and other designated staff may also hold record copies of certain unique materials.