Investment Reports, 1966-1977 | University of Illinois Archives
Series Number: 6/1/5
Acquired: 4/30/75; 8/4/76; 7/29/80
Volume: 4.0 cubic feet
Available for use at:
|Room 146 Main Library, Prior Request Preferred||1-4|
Description: Investment Reports from the trust departments of the Harris Trust and Savings Bank, First National Bank of Chicago, Continental Illinois National Bank and trust Company and Chicago Title and trust Company for University of Illinois Foundation Investment Advisory and Special Funds Custodian Accounts, Board of Trustees Endowment Funds Investments, State Universities Retirement System Trust funds and other accounts showing summaries of asset values, descriptions, cost, market value, yield, percentages of investment accounts and market values for U. S. Government, federal agency, municipal and corporate bonds; special corporate notes; preferred and common stock; notes, mortgages and contracts; miscellaneous assets and total securities (1966-77). The reports include a breakdown of common stock investments by type of industry and specific company. The series includes a survey of Foundation accounting and records systems (1956); correspondence concerning Foundation investment policy (1958); annual Treasurer's reports on the Foundation (1955, 1957-59, 1961-65); and Board of Trustees' Investment Review and Outlook (1973).