Financial statements

Scope and Contents

This folder contains the minutes of the Pooled Investments Trust Committee from 2005 to 2010, documenting the committee's discussions, decisions, and activities related to pooled investment funds during this period.

Scope and Contents

This folder contains the letter dated February 21, 2022, addressed to Baird Consultants regarding the decision to terminate their services for the Pooled Investment Trust.

Scope and Contents

This folder contains the history of pooled investments, starting from the inception in 2003 and leading up to the creation of the Servants of Mary Pooled Investment Trust in January 2010.

Scope and Contents

This folder contains the Trust Instrument establishing the Pooled Investment Trust of the Servants of Mary, Inc., dated August 27, 2010.

Scope and Contents

This folder contains the Pooled Investments Trust Investment Policy Statements, starting from the year 2006.

Scope and Contents From the Collection: The collection if the Sisters of Charity of the Blessed Virgin Mary contain materials dated from the founding of the BVMs in 1833 to the present day. Holdings include materials related to the congregation, files for more than 200 missions (primarily elementary and high schools) in 21 states and three foreign countries, manuscripts, photographs, audio‐visual materials, books,...

Scope and Contents

This file contains purchase journal records documenting financial transactions related to women religious, including entries from financial ledgers and associated financial statements.

Scope and Contents

This file contains financial ledgers documenting realized annuities, related to women religious archival materials, with control access to financial statements.

Scope and Contents

This file contains receipts and financial ledgers related to women religious, documenting financial statements.

Scope and Contents

This sub-group includes financial ledgers and statements related to the Resource Sharing Board, with connections to the Women Religious Archival Genre.