Partial Sample Records Retention Schedule
| Artistic/Production Records: |
| Choreographic Notes | Permanent/Archival |
| Production Videotapes | Permanent/Archival |
| Performance logs | Permanent/Archival |
| Costume designs | Permanent/Archival |
| Lighting plots | Permanent/Archival |
| Programs | Permanent/Archival (no more than 2 copies) |
| |
| Business Records: |
| Board of Trustee Minutes | Permanent/Archival |
| Annual Reports | Permanent/Archival (no more than 2 copies) |
| |
|
Fiscal records: |
| Bank Statements | Current year + 6 years |
| Payroll records | Current year + 6 years |
| |
| Personnel Records |
| Employment histories | Permanent/Archival (restricted access) |
| W2 and W4 forms | Current year + 6 years |
| |
| Public Relations: |
| Press releases | Permanent/Archival (no more than 2 copies) |
| News Letters | Permanent/Archival (no more than 2 copies) |
Note: Decisions for retention of legal and financial records should be made in consultation with legal and
accounting advisors. Retention and transfer to the archives is based on archival principles discussed in the
booklet. The above schedule is a partial sample for illustrative purposes.
|
