Accident reports 7 7 years Fire inspection reports 7 years 7 years disability records 7 years after end of 7 benefits Safety (OSHA) reports (if applicable) Permanent 7 years Claims (after settlement) 7 years 7 years Investment performance reports 7 years 7 years Investment manager correspondence 7 7 years Investment manager contracts 7 after all Same as legal obligations end requirement Investment consultant reports 7 years 7 years Journal entries 7 years 7 years Payroll records 3 years Permanent Real estate Deeds Permanent Permanent Leases (expired) 7 years after all Same as legal obligations end requirement Mortgages, security agreements 7 years after all Same as legal obligations end requirement Purchase agreements 7 years after disposition Same as of property requirement Tax Correspondence with legal counsel or 7 years after return is Same as legal accountants, not otherwise listed filed requirement IRS exemption determination & related Permanent Permanent correspondence Tax audit closing letters Permanent Permanent Tax returns Permanent Permanent Timecards 3 years 3 years Withholding tax statements 7 years 7 years Fund agreements (signed) Permanent Permanent Development Fund correspondence relating to terms of Permanent Permanent the fund Gift acknowledgments 7 years 7 years Gift solicitations 7 years after final Same as legal distribution of funds requirement received in response to solicitation Trust agreements 7 years after Permanent termination of trust Trust correspondence 7 years after Permanent termination of trust Annual reports 7 years Permanent (5 Communications copies) Other publications 7 years Permanent (2 copies) Photos 7 years Permanent Press clippings n/a Permanent Press releases 7 years Permanent Research reports/surveys n/a 5 years
Accident reports 7 7 years Fire inspection reports 7 years 7 years disability records 7 years after end of benefits 7 Safety (OSHA) reports (if applicable) Permanent 7 years Claims (after settlement) 7 years 7 years Investment performance reports 7 years 7 years Investment manager correspondence 7 7 years Investment manager contracts 7 after all obligations end Same as legal requirement Investment consultant reports 7 years 7 years Journal entries 7 years 7 years Payroll records 3 years Permanent Real estate Deeds Permanent Permanent Leases (expired) 7 years after all obligations end Same as legal requirement Mortgages, security agreements 7 years after all obligations end Same as legal requirement Purchase agreements 7 years after disposition of property Same as requirement Tax Correspondence with legal counsel or accountants, not otherwise listed 7 years after return is filed Same as legal requirement IRS exemption determination & related correspondence Permanent Permanent Tax audit closing letters Permanent Permanent Tax returns Permanent Permanent Timecards 3 years 3 years Withholding tax statements 7 years 7 years Development Fund agreements (signed) Permanent Permanent Fund correspondence relating to terms of the fund Permanent Permanent Gift acknowledgments 7 years 7 years Gift solicitations 7 years after final distribution of funds received in response to solicitation Same as legal requirement Trust agreements 7 years after termination of trust Permanent Trust correspondence 7 years after termination of trust Permanent Communications Annual reports 7 years Permanent (5 copies) Other publications 7 years Permanent (2 copies) Photos 7 years Permanent Press clippings n/a Permanent Press releases 7 years Permanent Research reports/surveys n/a 5 years
Records%20Retention%20Policy%20FINAL_0.docx