Financial records
Part of collection: Woodlawn Trustees, Inc. records (2424)
Dates
- From the Collection: Creation: 1722-2013
- From the Collection: Creation: Majority of material found within 1901-2005
Scope and Contents
Financial records have been arranged into three subseries: Ledgers and journals; Financial records, journal entries, audits, and check stubs; and Staff wages and benefits.
Ledgers and journal subseries include segments of time between 1904 and 1985 with information about trial balances, rent accounts in the "Flats," the Citizens Housing Corporation, and the Brandywine Hundred farms. In addition, expenses for buildings in each of the three housing areas are part of this subseries. The trustees also kept records of labor distribution per housing cost estimates, general journals for properties in Pennsylvania, and analyses of net profits and quarterly income comparisons.
Financial records, journal entries, audits, and check stubs subseries contain handwritten financial records, computer-generated journal entries, audits, check stubs, stock and bond history, Woodlawn contributions, and denied contributions. In addition to audit reports, there are confirmation letters to banks to release account information, Woodlawn's tax information, land transaction lists, quarterly financial reports for select months, and information on tax credits for rehabilitating low-cost housing. Investment Statements and bank statements are included. Contains files leading to an agreement with Loomis-Sayles & Company to manage Woodlawn's assets, periodically report and monitor investments, and to project future trends.
Staff wages and benefits includes records for salaries, benefits, and labor distribution in select years of employment. The development of a pension plan for employees appears in the form of restatement of the plan to comply with the Employee Retirement Income Security Act of 1976 (ERISA). Also included is information about staff bonuses, officers' compensation, Delaware's work safety program, labor costs as part of site expenses, and bank statements for pension assets.
Extent
From the Collection: 140 Linear Feet
Language of Materials
From the Collection: English
Additional Description
Access Restrictions
Records less than 25 years old are restricted. Litigators may not view the collection without approval.
Repository Details
Repository Details
Part of the Manuscripts and Archives Repository