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Financial Records

Record Category  Retention Schedule
ACCOUNTING, FINANCE AND PAYROLL  

Accounts payable and receivable records

7 years
 

Books of accounts

7 years
 

Banking records

7 years
 

Financial statements; annual
reports to government agencies

Permanent
 
 
 

Budgets

Permanent
 

Payroll records

7 years
 

Employee benefit plans

1 year after term of plan
 

Tax returns and supporting records 

7 years
 
DEVELOPMENT

Fundraising

5 years after end of registration period

Endowment

Permanent

Scholarship Fund Agreements

Permanent
 Back to Record Retention Schedules 
 
Last Updated 06/01/09  

 

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