AUDITOR:

An Inventory of Its Investment Board Files at the Minnesota Historical Society

Government Records

Expand/CollapseOVERVIEW

Creator: Minnesota. State Auditor.
Title:Investment Board Files.
Dates:1883-1969.
Language:Materials in English.
Abstract:Files of the state auditor as one of the member of the state's Investment Board.
Quantity:18.7 cubic feet (18 boxes and 3 partial boxes)
Location: See Detailed Description for shelf locations.

Expand/CollapseSCOPE AND CONTENTS

Included are minutes and agenda packets and correspondence and forms regarding the bonded indebtedness of counties, municipalities, and school districts; issuance of loans from the state trust funds (particularly the permanent school or university fund) to cover such bonds; payment by the local units of government of the principal and interest on the loans; oversight of mortgage and other loans by loan and trust companies; and investment in corporations.

Also records of the three major state government employees retirement associations managed by the board; the Public Employees Retirement Association, State Employees Retirement Association, and Teachers Retirement Association.


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Expand/CollapseARRANGEMENT

The collection is organized into the following sections:

General Files
Minutes
Agenda Packets
Correspondence
Retirement Associations Records


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Expand/CollapseADMINISTRATIVE INFORMATION

Availability:

The collection is open for research use.

Preferred Citation:

[Indicate the cited item and/or series here]. Minnesota. State Auditor. Investment Board Files. Minnesota Historical Society.

See the Chicago Manual of Style for additional examples.

Accession Information:

Accession numbers: None; 487

Processing Information:

Catalog ID number: 001710772


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DETAILED DESCRIPTION

Expand/CollapseGENERAL FILES

Location
116.F.8.8F 1922-1929, 1931-1955. 15 folders.
Location
116.F.8.9B 1956-1969. 8 folders.

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Expand/CollapseMINUTES

Location
116.F.8.9B 1931-1955, 1957-1969. 6 volumes.

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Expand/CollapseAGENDA PACKETS

Location
116.F.8.10F November 1957-June 1962. 52 folders.
Location
116.F.8.11B July 1962-May 1965. 29 folders.
Location
116.F.8.12F July 1965-1968. 33 folders.

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Expand/CollapseCORRESPONDENCE

Location
111.A.11.5BLetters sent:
Volume 1, 1902-July 1908. 1 volume.
Auditor’s office forms that contain transcripts of records on outstanding loans, including for 1902-1906 record sums levied on county tax lists to meet interest payments on [county?] bonds issued in aid of railroad companies. Forms after 1906 cover bonded indebtedness for general purposes.
Location
111.B.20.8FVolume 7, July 1908-December 1909. 1 volume.
Although labeled, Mineral Dept., Auditor’s Letters, 1911, the volume houses auditor’s office forms that contain transcripts of records on outstanding loans (1908-1909).
Location
111.A.11.5B December 1909-July 1911. 1 volume.
Primarily auditor’s office forms.
Location
111.B.9.7BGeneral:
Book No. 2, A-Z, 1907, 1910, 1912, 1919, 1920, 1921. 1 volume.
Book No. 3, November 1908-December 1909. 1 volume.
Book No. 4. Missing.
Book No. 5, November 1910-March 1911. 1 volume.
Book Nos. 6-9, A-Z, 1915. 4 volumes.
Location
111.B.9.8FBook Nos. 10-14, A-Z, 1916. 5 volumes.
Book Nos. 15-16, A-G, 1917. 2 volumes.
Location
111.B.9.9BBook Nos. 17-20, H-Z, 1917. 4 volumes.
Book Nos. 21-23, A-Y, 1918. 3 volumes.
Location
111.B.9.12FLoan and Trust Company Letters Sent:
Letters to loan and trust companies regarding the making and assignment of mortgage and other loans, and the sending of coupons for loans. Loan numbers and amounts of the loans are frequently noted.
St. Paul Trust Company Letters, October 1883-1885. 1 volume.
Book No. 2, Minneapolis Title Insurance and Trust Company Letters, 1884. 1 volume.
Book No. 3, Minneapolis Loan and Trust Company Letters, 1885-1894. 1 volume.
Book No. 3 ½, Trust and Loan Letters (multiple companies), 1889. 1 volume.
Location
57.D.5.5BBook No. 4, Loan and Trust Company Letters Sent, 1890-1899. 1 volume.
Location
111.B.9.12FBook No. 4 ½, Trust and Loan Letters (multiple companies), 1901-1906. 1 volume.
Location
111.A.11.5BBook Nos. 5-6, Loan Letters, June 1903-October 1907. 2 volumes.
Contains one letter each from January 16, 1908 and January 26, 1909.
Location
111.B.9.12FBook No. 7, State Loan Letters, 1907. 1 volume.
Book No. 8, Investment State Loan Letters, January 1-October 1, 1912. 1 volume.
Location
110.C.16.6FSchool and Public Works Letters Sent:
Each volume contains an index.
Book No. 1, School Loan Letters, January 1, 1903-April 1, 1904. 1 volume.
Book No. 2, Bonds for School and Village Public Work Letters, 1905-1909. 1 volume.
Book No. 3, School Public Works and Bond Letters, 1906. 1 volume.
Book No. 4, School Bond Letters, November 1, 1907-December 30, 1908. 1 volume.
Location
110.C.17.1BBook No. 5, School Bond Letters, 1907-1911. 1 volume.
Book No. 6, School Bond Letters, August-December 1908. 1 volume.
Book No. 7, School Bond Letters, A-Y, April 1-December 30, 1909. 1 volume.
Book No. 8, School District Letters, 1909. 1 volume.
Book No. 9, Bonds for School and Public Work Letters, 1910. 1 volume.
Book No. 10, Chattel Bond for Schools and Public Streets and Sewer Letters, 1911. 1 volume.
Location
110.C.17.2FCorporation Letters Sent:
Each volume contains an index.
Book No. 1, Corporation Letters, A-Z, 1901-1903, 1905, 1907-1908, 1910-1911. 1 volume.
Book Nos. 2-4, Corporation Letters, A-Z, 1910. 3 volumes.

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Expand/CollapseRETIREMENT ASSOCIATION RECORDS

Location
116.F.9.2FPublic Employees Retirement Association:
Minutes:
1931-1960. 3 folders and 2 volumes.
1963-1964. 2 folders and 1 volume.
Location
116.F.9.3B 1965-1969. 2 volumes.
General:
1931-1946. 4 folders.
1963-1968. 6 folders and 4 volumes.
Location
116.F.9.8F 1969.
Financial Statements, 1931-1941. 3 folders.
Location
116.F.9.4FState Employees Retirement Association:
General, 1930-1969. 19 folders.
Minutes:
1939-1946.
Location
116.F.9.5B 1946-1957. 1 volume.
1963-1969. 4 folders.
Financial Statements:
Fiscal Year 1931-Fiscal Year 1956. 2 folders and 12 volumes.
July 1, 1956-December 31, 1957. 1 volume.
Calendar Years 1958-1960, 1961. 4 volumes.
Report on an Actuarial Valuation of the SER System as of December 31, 1961.
Location
116.F.9.5BTeachers Retirement Association:
General, 1929, 1931-1946. 4 folders.
Location
116.F.9.7BMinutes, 1931-1946. 3 folders.
Agenda Packets, 1956-1969. 15 folders.
Financial Statements, 1931-1942.
Report on Accounting System of the STR Fund, 1936. 1 volume.

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Expand/CollapseCATALOG HEADINGS

This collection is indexed under the following headings in the catalog of the Minnesota Historical Society. Researchers desiring materials about related topics, persons or places should search the catalog using these headings.

Topics:
Bonds -- Minnesota.
Finance, Public -- Minnesota.
Finance, Public -- Minnesota.
Government lending -- Minnesota.
Investment of public funds -- Minnesota.
Local finance -- Minnesota.
Municipal bonds -- Minnesota.
Retirement -- Minnesota.
School districts -- Minnesota -- Finance.
Special funds -- Minnesota.
State bonds -- Minnesota.
Teachers -- Pensions -- Minnesota.
Trust companies -- Minnesota.
Organizations:
Minnesota. Public Employees Retirement Association.
Minnesota. State Employees Retirement Association.
Minnesota. State Board of Investment.
Teachers Retirement Association (Minn.)
Places:
Minnesota -- Officials and employees -- Retirement.

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