Merchants Fund records

Administrative records and correspondence 1860-1870, 1950-2003 

Restrictions

This box is closed to researchers until it has been reviewed by an archivist for possible access or use restriction, as it contains personal information about applicants and beneficiaries.

Contents

Individual personal beneficiary information/pension information (applications visitor reports).

Correspondence between clients/potential clients.

Various reports (financial, business developments).

Records of coverage and payouts/costs.

Administrative records (agendas, minutes, leases for building, ledger records, deposits).

Correspondence and records related to income transfer.

Lists of beneficiaries with addresses and personal information.

Transaction reports, audits, and financial statements. 1929-1980s 

Contents

Cash transaction reports.

Audits and correspondence.

Annual financial statements.

Administrative correspondance and financial records 1854, 1940-1970 

Contents

Administrative records (charter, bylaws 1854).

Board of Managers attendance records.

Correspondence--income tax, Social Security registration.

Correspondence--tax laws.

Investment transactions 1960s (purchase notes).

Finance Committee records.

Security correspondence.

Newspaper clippings (meeting advertisments).

The Pennsylvania Company correspondence.

Beneficiary files and transaction records 1860-1970 

Contents

Oliver Fund--beneficiaries.

Annual reports 1860-1920s, bylaws, charters.

Oliver Fund account book, Merchants Fund account book 1960-1970, Merchants Fund cashbook 1895-1918.

Executive/Executors Committee orders (check stubs) 1889-1891 (two volumes).

Restrictions

This box is closed to researchers until it has been reviewed by an archivist for possible access or use restriction, as it contains personal information about applicants and beneficiaries.

Beneficiary information 1932-1990s 

Contents

Lists 1932-1979.

Visitor reports 1940s-1990s.

Correspondence 1950s-1980s.

Restrictions

This box is closed to researchers until it has been reviewed by an archivist for possible access or use restriction, as it contains personal information about applicants and beneficiaries.

Estate correspondence and wills 1880s-1990s 

Administrative minutes 1970s-1990s 

Contents

Minutes 1970s-1990s.

Administrative 1970s.

Correspondence--legal/finance 1970s-1980s.

Legal papers 1922, 1960s, 1970s.

Audits 1950s.

Financial correspondence and estate records. 1905-1980s 

Contents

Financial correspondence 1960s-1980s.

Beneficiary data and lists 1959.

Will and estate papers. 1905-1970s.

Restrictions

This box is closed to researchers until it has been reviewed by an archivist for possible access or use restriction, as it contains personal information about applicants and beneficiaries.