University of Washington Treasury Office records, 1895-2018
Table of Contents
Overview of the Collection
- Creator
- University of Washington. Treasury Office
- Title
- University of Washington Treasury Office records
- Dates
- 1895-2018 (inclusive)18952015
- Quantity
- 28.61 cubic feet (23 boxes and 1 folder)
- Collection Number
- UW Resource No. 00193
- Summary
- Departmental records from the Treasury Office at the University of Washington
- Repository
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University of Washington Libraries, Special Collections
Special Collections
University of Washington Libraries
Box 352900
Seattle, WA
98195-2900
Telephone: 2065431929
Fax: 2065431931
speccoll@uw.edu - Access Restrictions
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Public records: advance notice is required to allow for screening of materials protected from disclosure by law. Please contact Special Collections for more information.
- Languages
- English
Historical Note
The University of Washington Treasury Office is responsible for the accounting and administration of the University of Washington's assets including the Consolidated Endowment Fund, Invested Funds (operating funds), life income and non-consolidated endowed gifts. Investment management responsibilities for these funds fall under the University of Washington Investment Management Company (UWINCO).
The Treasury Office assists in issuing debt financing to fund certain capital projects and to acquire real and personal property. In addition, the Treasury Office facilitates the processing of security gifts.
[https://finance.uw.edu/treasury/]
Content Description
Incoming Letters, 1895-96 and reports of the UW Board of Regents, Board of Regents Finance and Audit Committee meeting records, and the Investment Office of the UW Treasury Office.
Use of the Collection
Restrictions on Use
Consult the restrictions governing reproduction and use for accession(s) listed below.
Administrative Information
Arrangement
Organized into 3 accessions.
- Accession No. 82-131, University of Washington Treasurer records, 1895-1896
- Accession No. 20-001, University of Washington Treasury Office records, 1993-2009
- Accession No. 20-002, University of Washington Treasury Office records, 1986-2015
Detailed Description of the Collection
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Description: Accession No. 82-131: University of Washington Treasurer records, 1895-18961 vertical file
Scope and Content: Incoming Letters, 1895-96
Restrictions on Access: Public records, but advance notice is required to allow for screening of materials protected from disclosure by law. Please contact Special Collections for more information.
Restrictions on Use: Public Records (Use unrestricted when access is granted)
Acquisition Info: Archives holding area, 1982-06-01
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Accession No. 20-001: University of Washington Treasury Office records, 1993-2018
1.28 cubic feet (1 box)Scope and Content: Reports of the Investment Office of the UW Treasury Office.
Restrictions on Access: No restrictions on access.
Restrictions on Use: Public Records—not subject to copyright. Copying, quotation, publication and other uses are unrestricted if records are open for public release.
Acquisition Info: Randy Lewis, Associate Treasurer; 2016 January 27.
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Description: Investment Performance Report, FY1997Dates: 1997Container: Box 1, Accession 20-001
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Description: Investment Performance Report, FY1998Dates: 1998Container: Box 1, Accession 20-001
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Description: Investment Performance Report, FY1999Dates: 1999Container: Box 1, Accession 20-001
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Description: Investment Performance Report, FY2000Dates: 2000Container: Box 1, Accession 20-001
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Description: Investment Performance Report, FY2001Dates: 2001Container: Box 1, Accession 20-001
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Description: Investment Performance Report, FY2002Dates: 2002Container: Box 1, Accession 20-001
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Description: Endowment Management Review: Asset Allocation Review, 2007Dates: 2007Container: Box 1, Accession 20-001
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Description: Endowment Management Review, 2007Dates: 2007Container: Box 1, Accession 20-001
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Description: Endowment Management Review, 2008Dates: 2008Container: Box 1, Accession 20-001
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Description: Annual Invested Funds Review, FY2007Dates: 2007Container: Box 1, Accession 20-001
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Description: Annual Invested Funds Review, FY2006Dates: 2006Container: Box 1, Accession 20-001
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Description: Annual Invested Funds Review, FY2001Dates: 2001Container: Box 1, Accession 20-001
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Description: Annual Invested Funds Review, FY2000Dates: 2000Container: Box 1, Accession 20-001
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Description: Annual Invested Funds Review, FY1999Dates: 1999Container: Box 1, Accession 20-001
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Description: Annual Invested Funds Review, FY1998Dates: 1998Container: Box 1, Accession 20-001
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Description: Annual Invested Funds Review, FY1997Dates: 1997Container: Box 1, Accession 20-001
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Description: Annual Invested Funds Review, FY1996Dates: 1996Container: Box 1, Accession 20-001
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Description: Annual Invested Funds Review, FY1993Dates: 1993Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY2009Dates: 2008-2009Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY2008Dates: 2007-2008Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY2007Dates: 2006-2007Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY2006Dates: 2005-2006Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY2005Dates: 2004-2005Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY2004Dates: 2003-2004Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY2003Dates: 2002-2003Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY2002Dates: 2001-2002Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY2001Dates: 2000-2001Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY2000Dates: 1999-2000Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY1999Dates: 1998-1999Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY1998Dates: 1997-1998Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY1997Dates: 1996-1997Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports: Management Summary, FY1996Dates: 1995-1996Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports: Management Summary, FY1995Dates: 1994-1995Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports: Management Summary, FY1994Dates: 1993-1994Container: Box 1, Accession 20-001
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Description: Annual Investment Program ReviewDates: 2009Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY 2010Dates: 2009-2010Container: Box/Folder 1, Accession 20-001
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Description: Consolidated Endowment Fund Asset Allocation ReviewDates: 2010Container: Box/Folder 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY 2011Dates: 2010-2011Container: Box/Folder 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY 2012Dates: 2011-2012Container: Box/Folder 1, Accession 20-001
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Description: Investment Program UpdateDates: 2012Container: Box/Folder 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY 2013Dates: 2012-2013Container: Box/Folder 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY 2014Dates: 2013-2014Container: Box/Folder 1, Accession 20-001
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Description: Investment Program UpdateDates: 2014Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY 2015Dates: 2014-2015Container: Box 1, Accession 20-001
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Description: Investment Program UpdateDates: 2015Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY 2016Dates: 2015-2016Container: Box 1, Accession 20-001
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Description: Investment Program UpdateDates: 2016Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY 2017Dates: 2016-2017Container: Box 1, Accession 20-001
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Description: Quarterly Investment Performance Reports, FY 2018Dates: 2017-2018Container: Box 1, Accession 20-001
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Accession No. 20-002: University of Washington Treasury Office records, 1986-2015
27.33 cubic feet (22 boxes)Scope and Content: UW Treasury reports to the UW Board of Regents, Board of Regents Finance and Audit Committee meeting records.
Restrictions on Access: No restrictions on access.
Restrictions on Use: Public Records—not subject to copyright. Copying, quotation, publication and other uses are unrestricted if records are open for public release.
Acquisition Info: Melanie French, UW Treasury Office; December 10, 2019
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Description: Parking System Revenue Bond SeriesDates: 1995Container: Box 1, Accession 20-002
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Description: Finance Committee: Jan 18Dates: 1990Container: Box 1, Accession 20-002
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Description: Finance Committee and Board of Regents Meeting: Jan 1986 to Sep 1987Dates: 1986-1987Container: Box 1, Accession 20-002
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Description: Finance Committee and Board of Rengents Meeting: June 1986 to Sep 1988Dates: 1986-1988Container: Box 2, Accession 20-002
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Description: Board of Regents Meeting and Finance Committee: Oct 1988 to March 1990Dates: 1988-1990Container: Box 3, Accession 20-002
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Description: Interdepartmental CorrepondenceDates: 1987Container: Box 3, Accession 20-002
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Description: Board of Regents Meeting and Finance Committee: April 1990 to April 1991Dates: 1990-1991Container: Box 4, Accession 20-002
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Description: Board of Regents Meeting and Finance Committee: May 1991 to April 1992Dates: 1991-1992Container: Box 5, Accession 20-002
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Description: Finance Committee and Board of Regent Meeting: April 1992 to April 1993Dates: 1992-1993Container: Box 6, Accession 20-002
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Description: Finance Committee and Board of Regents Meetings: April 1993 to Feb 1994Dates: 1993-1994Container: Box 7, Accession 20-002
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Description: Board of Regents Meeting and Finance Committee Meetings: March 1994 to Feb 1995Dates: 1994-1995Container: Box 8, Accession 20-002
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Description: Board of Regents Meeting and Finance Committee Meeting: March 1995 to March 1996Dates: 1995-1996Container: Box 9, Accession 20-002
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Description: Board of Regents Meeting: April 1996 to March 1997Dates: 1996-1997Container: Box 10, Accession 20-002
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Description: Board of Regents Meeting: April 1997 to March 1998Dates: 1997-1998Container: Box 11, Accession 20-002
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Description: Board of Regents Meeting and Finance Committee Meeting: April 1998 to March 1999Dates: 1998-1999Container: Box 12, Accession 20-002
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Description: Board of Regents Meeting: April 1999 to Jan 2000Dates: 1999-2000Container: Box 13, Accession 20-002
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Description: Board of Regents Meeting: Feb 2000 to May 2001Dates: 2000-2001Container: Box 14, Accession 20-002
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Description: Board of Regents Meeting: June 2001 to March 2003Dates: 2001-2003Container: Box 15, Accession 20-002
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Description: Board of Regents Meeting: April 2003 to May 2005Dates: 2003-2005Container: Box 16, Accession 20-002
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Description: Board of Regents Meeting: June 2005 to June 2007Dates: 2005-2007Container: Box 17, Accession 20-002
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Description: Board of Regents Meeting: July 2007 to March 2009Dates: 2007-2009Container: Box 18, Accession 20-002
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Description: Board of Regents Meeting: April 2009 to Nov 2010Dates: 2009-2010Container: Box 19, Accession 20-002
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Description: Board of Regents Meeting: Jan 2011 to Nov 2012Dates: 2011-2012Container: Box 20, Accession 20-002
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Description: Board of Regents Meeting: Jan 2013 to Feb 2015Dates: 2013-2015Container: Box 21, Accession 20-002
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Description: Board of Regents Meeting: March 2015 to July 2015Dates: 2015Container: Box 22, Accession 20-002
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Names and SubjectsReturn to Top
Subject Terms
- University Archives/Faculty Papers (University of Washington)
Corporate Names
- University of Washington. Treasurer--Archives
- University of Washington. Treasury Office--Archives
Other Creators
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Corporate Names
- University of Washington. Treasurer (creator)
- University of Washington. University Archives
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