Trust Under Will Series (RESTRICTED), 1924-2023

Access restrictions for this series:

[SERIES RESTRICTED.]

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Extent:
27 boxes
Scope and content:

Primarily financial materials related to the administration of the trust and its investments. Referred to as "Trust Under Will," the Trust for Nanaline H. Duke and Doris Duke was created through the will of James B. Duke to provide an annual income for its beneficiaries. Includes minutes of meetings, bookkeeping records, financial papers, and tax records. See also Oversize Materials.

Arrangement:

Arranged with minutes of meetings of the trustees first; followed by financial papers and bookkeeping records in descending order according to the hierarchy of the bookkeeping system. Each type of record is arranged thereunder in the following order: Nanaline H. Duke and Doris Duke (for joint records), Doris Duke, then Nanaline H. Duke.

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Collection restrictions:

Access to portions of the records of The Duke Endowment is restricted as follows:

(1) The Annual Report and other publications of the Duke Endowment or its divisions are open for research; see the Publications Series for these materials.

(2) Access to the Oral History Series is governed by agreements with the interviewees.

(3) Access to materials in all other series is restricted to trustees, officers, and staff of The Endowment and to researchers who have received prior written permission from The Endowment's president, chairman, or their designated representative.

In addition, any researchers who are granted access to the materials must sign a statement indicating that they will not release the following information without prior written consent of the concerned individual or institution: (a) personally identifiable information about any living individual; or (b) institutionally identifiable information less than twenty-five years old about any institution still in existence. (4) All items not obviously covered by 1 and 2 above should be assumed to be governed by restriction 3.

Use & permissions:

The copyright interests in this collection have not been transferred to Duke University. For more information, consult the copyright section of the Regulations and Procedures of the David M. Rubenstein Rare Book & Manuscript Library.

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