ShoreBank Corporation records

Descriptive Summary

Repository
University of Illinois at Chicago, Special Collections (Richard J. Daley Library)
801 S. Morgan
Chicago, IL
USA
Repository Number
MSSBC11
Creator
Shorebank Corporation (Chicago, Ill.).
Title
ShoreBank Corporation records
Dates
1939-2011
Quantity
52.0 linear feet.
Abstract
ShoreBank Corporation (1972-2010) was the first bank holding company to combine commercial banking, real estate development, nonprofit loan funds, and international advisory services aimed at community development. Originally developed as a neighborhood development bank for low-income African American communities, ShoreBank eventually expanded nationally and internationally. The ShoreBank Corporation Records (1939-2011) is arranged into seven series: “History and Corporate Strategy,” “Subsidiaries and Affiliates,” “Arkansas,” “Board and Shareholder Materials,” “Human Resources,” “Marketing and Branding,” and “Oversized Material.”
Language of the Material
English

Administrative Information

Biography/Profile

ShoreBank Corporation was founded in 1972 when Milton Davis, James Fletcher, Mary Houghton and Ron Gryzwiski created the Illinois Neighborhood Development Corporation. The company entered the banking business in 1973, following the purchase of Chicago's South Shore Bank. Renamed ShoreBank in 2000, it was the nation’s first community development bank. During its 37 years of operation, ShoreBank played a critical role in stabilizing and rebuilding many of Chicago’s low-income neighborhoods and eventually expanded globally, setting the standard for the development finance industry.

ShoreBank Corporation was the first bank holding company to combine commercial banking, real estate development, nonprofit loan funds and international advisory services aimed at community development. As its range of financial products grew, so did its geographic reach and influence in the banking industry. ShoreBank expanded into low-income communities in Detroit, Cleveland, Michigan’s Upper Peninsula, Arkansas, and the Pacific Northwest. Its influence in Arkansas inspired President Bill Clinton, who had been governor of that state, to propose the Community Development Financial Institutions Act, which he signed in 1994. In addition, ShoreBank executives assisted in the development of the international microfinance industry. After the collapse of the Berlin Wall, the corporation’s international affiliate ShoreBank Advisory Services assisted banks in Central Europe with small business lending.

For most of its history ShoreBank was a profitable institution, competitive with traditional banks. However, it faced significant losses with the international collapse of the finance industry in the late 2000s. Federal regulators forced ShoreBank to close on August 20, 2010; Urban Partnership Bank acquired most of its assets at that time.

Sources Consulted

MacInnes, Jean Lam. "Note: The Community Reinvestment Act and Community Development Financial Institutions: A Return to the Bailey Building and Loan Company Model, " Notre Dame Journal of Law, Ethics, and Public Policy 16 (2002): 587-616.

Scope and Content

The ShoreBank Corporation Records (1939-2011) documents the corporation's influence on the creation and growth of community development banking worldwide. The collection is arranged into seven series: “History and Corporate Strategy,” “Subsidiaries and Affiliates,” “Arkansas,” “Board and Shareholder Materials,” “Human Resources,” “Marketing and Branding,” and “Oversize.” The collection is generally arranged according to the order established by the corporation, beginning with a broad chronological view of the entire corporation and progressing to more specific items relating to particular departments and subsidiaries. As ShoreBank Corporation and its programs and affiliates evolved, names frequently changed; the order of the materials reflects the natural evolution of these changes.

The ShoreBank Corporation Records provide unique insight into the rise and fall of America's first community development bank and provide a window into housing and business development in Chicago's historically underserved West and South Sides. Researchers interested in the ShoreBank Corporation, development banks in general, and their internal functions will find this collection to be a valuable tool.

Access Restrictions

Access restrictions -- Available without restriction.

Use/Re-use Restrictions

Use restrictions -- Available without restriction.

Preferred Citation

Shorebank Corporation records, Special Collections and University Archives, University of Illinois at Chicago.

Indexed Terms

Inventory

I
History and Corporate Strategy
1971-2005
Administrative Information
Description of Material

“History and Corporate Strategy” documents the history and development of the ShoreBank Corporation. This series includes early correspondence detailing the goals of the institution's founders, as well as internal research and strategic decision-making spanning the bank's history and international growth. Annual reports, financial statements, meeting agendas, and budgets comprise a significant amount of the material. Handwritten letters and notes in margins (and later, emails) provide insight into bank executives' motivations and goals. This series is arranged chronologically by subject.

Box 1 - Folder 1
Container 1
Title
ShoreBank Overview
Dates
undated
Box 1 - Folder 2
Container 1
Title
ShoreBank
Dates
2008-2010
Box 1 - Folder 3
Container 1
Title
Reflections and Speeches after Bank Failure
Dates
undated
Box 1 - Folder 4
Container 1
Title
Development Mission Loans
Dates
1985-2010
Box 1 - Folder 5
Container 1
Title
Small Business Strategy Overview
Dates
undated
Box 1 - Folder 6
Container 1
Title
Relevant External Publications, 1 of 2
Dates
1993-2005
Box 1 - Folder 7
Container 1
Title
Relevant External Publications, 2 of 2
Dates
1993-1997
Box 1 - Folder 8
Container 1
Title
Annual Reports
Dates
1997-2007
Box 1 - Folder 9
Container 1
Title
Annual Reports
Dates
1990-1996
Box 2 - Folder 10
Container 2
Title
Annual Reports
Dates
1978-1989
Box 2 - Folder 11
Container 2
Title
Annual Reports
Dates
1974-1977
Box 2 - Folder 12
Container 2
Title
Annual Letters to Employees
Dates
1993-2004
Box 2 - Folder 13
Container 2
Title
Affiliate Brand Report Samples
Dates
1989, 2006
Box 2 - Folder 14
Container 2
Title
Lists of Board of Directors
Dates
2000-2004
Box 2 - Folder 15
Container 2
Title
Audited Financial Statements
Dates
1999-2007
Box 2 - Folder 16
Container 2
Title
Audited Financial Statements
Dates
2000-2004
Box 2 - Folder 17
Container 2
Title
Audited Financial Statements
Dates
1993-1998
Box 3 - Folder 18
Container 3
Title
Audited Financial Statements
Dates
1988-1993
Box 3 - Folder 19
Container 3
Title
Audited Financial Statements
Dates
1981-1987
Box 3 - Folder 20
Container 3
Title
Audited Financial Statements
Dates
1979-1981
Box 3 - Folder 21
Container 3
Title
Audited Financial Statements
Dates
1979
Box 3 - Folder 22
Container 3
Title
Audited Financial Statements
Dates
1973-1975
Box 4 - Folder 23
Container 4
Title
Stock Certificate, Illinois Neighborhood Development Corporation
Dates
undated
Box 4 - Folder 24
Container 4
Title
Research to Create ShoreBank
Dates
1971
Box 4 - Folder 25
Container 4
Title
Neighborhood Development Corporation Working Papers
Dates
1972
Box 4 - Folder 26
Container 4
Title
Neighborhood Development Corporation Business Proposal
Dates
1972
Box 4 - Folder 27
Container 4
Title
Neighborhood Development Corporation Offering Circulars
Dates
1972, 1976
Box 4 - Folder 28
Container 4
Title
Parkside Redevelopment Plan Interim Report
Dates
1976
Box 91 - Oversize Series VII
Compendium of Research on South Shore Neighborhood, oversized
undated
Box 5 - Folder 29
Container 5
Title
Application to the Federal Reserve to Create City Lands Corporation
Dates
1977
Box 5 - Folder 30
Container 5
Title
Correspondence
Dates
1977
Box 5 - Folder 31
Container 5
Title
Correspondence
Dates
1978
Box 5 - Folder 32
Container 5
Title
Offering Circular Recipients
Dates
1978
Box 5 - Folder 33
Container 5
Title
Correspondence
Dates
1979
Box 91 - Oversize Series VII
71st Street Commercial Corridor Plans, Blueprints, and Photographs Album, 1 of 2, oversized
circa 1970-1989
Box 91 - Oversize Series VII
71st Street Commercial Corridor Plans, Blueprints, and Photographs Album, 2 of 2, oversized
circa 1970-1989
Box 5 - Folder 34
Container 5
Title
71st Street Commercial Corridor Master Plan
Dates
1997
Box 5 - Folder 35
Container 5
Title
Consumer Services Research
Dates
1980
Box 92 - Oversize Series VII
Articles of Incorporation and Shareholders, oversized
1983
Box 92 - Oversize Series VII
Illinois Neighborhood Development Incorporation Reference Materials, oversized
1982-1984
Box 5 - Folder 36
Container 5
Title
Illinois Neighborhood Development Corporation Offering Circular
Dates
1981
Box 5 - Folder 37
Container 5
Title
Illinois Neighborhood Development Corporation Evaluation Report
Dates
1982
Box 5 - Folder 38
Container 5
Title
Illinois Neighborhood Development Corporation All-Staff Information Packet
Dates
1984
Box 6 - Folder 39
Container 6
Title
Project Report
Dates
1984
Box 6 - Folder 40
Container 6
Title
South Shore Bank Development Lending Paper
Dates
1985
Box 6 - Folder 41
Container 6
Title
Offering Circular
Dates
1985
Box 6 - Folder 42
Container 6
Title
Business Development Strategy Documentation
Dates
1986
Box 6 - Folder 43
Container 6
Title
Application to Federal Reserve to Create The Neighborhood Institute Development Corporation
Dates
1986
Box 6 - Folder 44
Container 6
Title
Illinois Neighborhood Development Corporation Overview
Dates
1986
Box 6 - Folder 45
Container 6
Title
Application to the Federal Reserve to Create ShoreBank Advisory Services
Dates
1987
Box 7 - Folder 46
Container 7
Title
Correspondence
Dates
1987
Box 7 - Folder 47
Container 7
Title
Loan Loss Analysis
Dates
1988
Box 7 - Folder 48
Container 7
Title
ShoreBank Corporation 3-Year Plan
Dates
1987-1989
Box 7 - Folder 49
Container 7
Title
Budget and Corporate Strategy
Dates
1989
Box 7 - Folder 50
Container 7
Title
ShoreBank Corporation 3-Year Plan, Draft
Dates
1989-1991
Box 7 - Folder 51
Container 7
Title
ShoreBank Corporation 3-Year Plan
Dates
1989-1991
Box 7 - Folder 52
Container 7
Title
ShoreBank Corporation 3-Year Plan, Briefing Materials
Dates
1989-1991
Box 7 - Folder 53
Container 7
Title
Expansion Data Analysis, 1 of 4
Dates
1984
Box 7 - Folder 54
Container 7
Title
Expansion Data Analysis, 2 of 4
Dates
1984
Box 7 - Folder 55
Container 7
Title
Expansion Data Analysis, 3 of 4
Dates
1984
Box 7 - Folder 56
Container 7
Title
Expansion Data Analysis, 4 of 4
Dates
1984
Box 8 - Folder 57
Container 8
Title
Neighborhood Selection Process by Woodstock Institute, 1of 2
Dates
1984
Box 8 - Folder 58
Container 8
Title
Neighborhood Selection Process by Woodstock Institute, 2 of 2
Dates
1984
Box 92 - Oversize Series VII
Joint Illinois Neighborhood Development Corporation and Affiliates Board of Directors Meeting Briefing Materials, oversized
1984
Box 92 - Oversize Series VII
Board Briefing Materials: 10-Year Retrospective and Future Strategic Options, oversized
1984
Box 8 - Folder 59
Container 8
Title
Austin Field Visits
Dates
1984
Box 8 - Folder 60
Container 8
Title
Austin Homeowners Research
Dates
1985
Box 8 - Folder 61
Container 8
Title
Austin Correspondence and Reports, 1 of 2
Dates
1985
Box 8 - Folder 62
Container 8
Title
Austin Correspondence and Reports, 2 of 2
Dates
1985
Box 8 - Folder 63
Container 8
Title
Austin Community Reinvestment Act Agreement
Dates
1987
Box 8 - Folder 64
Container 8
Title
Chicago Initiatives Concept Paper
Dates
1987
Box 8 - Folder 65
Container 8
Title
Development Credit Corporation and Affiliate (Enterprise Group)
Dates
1987
Box 9 - Folder 66
Container 9
Title
Impact Analysis Proposal
Dates
1988
Box 9 - Folder 67
Container 9
Title
Chicago United Conference Presentation
Dates
1988
Box 9 - Folder 68
Container 9
Title
Austin: Correspondence
Dates
1991
Box 9 - Folder 69
Container 9
Title
Austin: Mapping
Dates
1992
Box 9 - Folder 70
Container 9
Title
Austin: Community Study
Dates
1992
Box 9 - Folder 71
Container 9
Title
Austin: Community Study and Correspondence
Dates
1992
Box 9 - Folder 72
Container 9
Title
Chicago Initiative Strategy
Dates
1991
Box 9 - Folder 73
Container 9
Title
Chicago Initiative Strategy Presentation
Dates
1992
Box 9 - Folder 74
Container 9
Title
Austin Initiative Proposal
Dates
1993
Box 10 - Folder 75
Container 10
Title
Austin Initiative Supporting Materials
Dates
1993
Box 10 - Folder 76
Container 10
Title
Empowerment Zone Proposal
Dates
1994
Box 10 - Folder 77
Container 10
Title
Building ShoreBank Advantage Team Recommendations
Dates
2002
Box 10 - Folder 78
Container 10
Title
Federal Reserve Capital Issues
Dates
1980-1994
Box 10 - Folder 79
Container 10
Title
Correspondence Regarding Federal Reserve Control Issues
Dates
1988-1997
Box 10 - Folder 80
Container 10
Title
ShoreBank Corporation Overview
Dates
1991
Box 10 - Folder 81
Container 10
Title
Year-End Development Deposits Portfolio
Dates
1991
Box 10 - Folder 82
Container 10
Title
Staff Retreat
Dates
1991
Box 10 - Folder 83
Container 10
Title
Offering Circular for Poland
Dates
1991
Box 11 - Folder 84
Container 11
Title
Offering Circular for Michigan Upper Peninsula
Dates
1991 May
Box 11 - Folder 85
Container 11
Title
Offering Circular for Michigan Upper Peninsula
Dates
1991 November
Box 11 - Folder 86
Container 11
Title
Application for Michigan Business and Industrial Development Corporation License
Dates
1991
Box 11 - Folder 87
Container 11
Title
Growth Strategy
Dates
1992
Box 11 - Folder 88
Container 11
Title
Community Reinvestment Act Background
Dates
1992
Box 11 - Folder 89
Container 11
Title
ShoreBank Corporation Strategic Plan
Dates
1992
Box 12 - Folder 90
Container 12
Title
Offering Circular Supplement
Dates
1992
Box 12 - Folder 91
Container 12
Title
Application to Federal Reserve for Northern Economic Initiatives Corporation
Dates
1992
Box 12 - Folder 92
Container 12
Title
Application to Federal Reserve to Create North Coast Business and Industrial Development Corporation (BIDCO), Volume 1
Dates
1992
Box 12 - Folder 93
Container 12
Title
Application to Federal Reserve to Create North Coast Business and Industrial Development Corporation, Volume 2
Dates
1992
Box 12 - Folder 94
Container 12
Title
First Environmental Bank Corporation Regional Strategy
Dates
1993
Box 12 - Folder 95
Container 12
Title
Staff Development Retreat
Dates
1993
Box 13 - Folder 96
Container 13
Title
Staff Retreat
Dates
1993
Box 13 - Folder 97
Container 13
Title
Business and Housing Development Reviews
Dates
1993
Box 13 - Folder 98
Container 13
Title
Business Policy and Development Materials
Dates
1993
Box 13 - Folder 99
Container 13
Title
ShoreBank Capital Transactions
Dates
1993 June-August
Box 13 - Folder 100
Container 13
Title
Training for International Lenders
Dates
1994
Box 13 - Folder 101
Container 13
Title
Application to Federal Reserve to Create Shore Trust Trading Group
Dates
1994
Box 13 - Folder 102
Container 13
Title
Marketing and Development Strategy
Dates
1994
Box 13 - Folder 103
Container 13
Title
Staff Retreat Manual
Dates
1995
Box 14 - Folder 104
Container 14
Title
Staff Retreat Planning and Review
Dates
1995
Box 14 - Folder 105
Container 14
Title
Strategy and Review
Dates
1995
Box 14 - Folder 106
Container 14
Title
Articles of Incorporation
Dates
1972-1995
Box 14 - Folder 107
Container 14
Title
Impact Study
Dates
1995
Box 14 - Folder 108
Container 14
Title
Mott Foundation Investment Review
Dates
1995
Box 14 - Folder 109
Container 14
Title
ShoreTrust: First Environmental Bank Corporation Business Plan
Dates
1996
Box 14 - Folder 110
Container 14
Title
Senior Management Meeting Packet, Sections 1-4
Dates
1996
Box 14 - Folder 111
Container 14
Title
Senior Management Meeting Packet, Sections 5-7
Dates
1996
Box 14 - Folder 112
Container 14
Title
Senior Management Meeting Packet, Section 8
Dates
1996
Box 14 - Folder 13
Container 14
Title
Senior Management Strategy Retreat
Dates
1996
Box 15 - Folder 114
Container 15
Title
Staff Retreat Planning and Review
Dates
1996
Box 15 - Folder 115
Container 15
Title
Enterprise Development and Greening ShoreBank
Dates
1996
Box 15 - Folder 116
Container 15
Title
Community Development Financial Institution (CDFI) Combined Application
Dates
1996
Box 15 - Folder 117
Container 15
Title
Community Development Financial Institution Application: ShoreBridge Capital and South Shore Bank
Dates
1996
Box 15 - Folder 118
Container 15
Title
Community Development Financial Institution Application: ShoreTrust Trading Group and Detroit Development Bancorporation
Dates
1996
Box 15 - Folder 119
Container 15
Title
Community Development Financial Institution Application: Shorebank Enterprise
Dates
1996
Box 15 - Folder 120
Container 15
Title
ShoreBank Corporation 1996 Performance/1997 Challenges
Dates
1997
Box 16 - Folder 121
Container 16
Title
Performance to Plan Group Briefing Materials, Sections 1-6
Dates
1997
Box 16 - Folder 122
Container 16
Title
Performance to Plan Group Briefing Materials, Sections 7-15
Dates
1997
Box 16 - Folder 123
Container 16
Title
Redevelopment Proposal for West South Shore and Woodlawn
Dates
1997
Box 16 - Folder 124
Container 16
Title
Senior Managers Strategy Retreat
Dates
1997
Box 16 - Folder 125
Container 16
Title
Community Development Financial Institution Fund Investigation
Dates
1997-1998
Box 16 - Folder 126
Container 16
Title
Development Overview and Ecotrust Subscription Agreement
Dates
1997
Box 16 - Folder 127
Container 16
Title
ShoreBank 25 (SBK 25) Phase 1: Concept Development, 1 of 2
Dates
1997
Box 16 - Folder 128
Container 16
Title
ShoreBank 25 Phase 1: Concept Development, 2 of 2
Dates
1996-1997
Box 16 - Folder 129
Container 16
Title
ShoreBank 25 Phase 1: Capital Funding Team
Dates
1997
Box 17 - Folder 130
Container 17
Title
ShoreBank 25 Phase 1: Core Conclusions
Dates
1997
Box 17 - Folder 131
Container 17
Title
ShoreBank 25 Phase 1: Core Group
Dates
1997 January
Box 17 - Folder 132
Container 17
Title
ShoreBank 25 Phase 1: Core Group
Dates
1997 January-February
Box 17 - Folder 133
Container 17
Title
ShoreBank 25 Phase 1: Core Group
Dates
1997 March
Box 17 - Folder 134
Container 17
Title
ShoreBank 25 Phase 1: Core Group
Dates
1997 February-April
Box 17 - Folder 135
Container 17
Title
ShoreBank 25 Phase 1: Core Group
Dates
1997 May
Box 17 - Folder 136
Container 17
Title
ShoreBank 25 Phase 1: Core Group
Dates
1997 May
Box 17 - Folder 137
Container 17
Title
ShoreBank 25 Phase 1: Core Group
Dates
1997 May-June
Box 17 - Folder 138
Container 17
Title
ShoreBank 25 Phase 1: Core Group
Dates
1997 June-July
Box 17 - Folder 139
Container 17
Title
ShoreBank 25 Phase 1: Core Group Strategic Assessment
Dates
1997
Box 18 - Folder 140
Container 18
Title
ShoreBank 25 (SBK 25) Phase 1: Forward to the New Eagle Bar Speech
Dates
1996 September 24
Box 18 - Folder 141
Container 18
Title
ShoreBank 25 Phase 1: Management Committee Vision Statement
Dates
1996
Box 18 - Folder 142
Container 18
Title
ShoreBank 25 Phase 1: Deloitte and Touche, General Analysis and Research, 1 of 3
Dates
1997
Box 18 - Folder 143
Container 18
Title
ShoreBank 25 Phase 1: Deloitte and Touche, General Analysis and Research, 2 of 3
Dates
1997
Box 18 - Folder 144
Container 18
Title
ShoreBank 25 Phase 1: Deloitte and Touche, General Analysis and Research, 3 of 3
Dates
1997
Box 18 - Folder 145
Container 18
Title
ShoreBank 25 Phase 1: Deloitte and Touche Reports
Dates
1997
Box 18 - Folder 146
Container 18
Title
ShoreBank 25 Phase 1: Deloitte and Touche Preliminary Assessment
Dates
1997
Box 18 - Folder 147
Container 18
Title
ShoreBank 25 Phase 1: Deloitte and Touche Appendices
Dates
1997
Box 19 - Folder 148
Container 19
Title
ShoreBank 25 Phase 1: Jack Shaw
Dates
1996-1997
Box 19 - Folder 149
Container 19
Title
ShoreBank 25 Phase 1: Financial Services/Community Development, 1 of 2
Dates
1997
Box 19 - Folder 150
Container 19
Title
ShoreBank 25 Phase 1: Financial Services/Community Development, 2 of 2
Dates
1997
Box 19 - Folder 151
Container 19
Title
ShoreBank 25 Phase 1: Customers/Markets
Dates
1997
Box 19 - Folder 152
Container 19
Title
ShoreBank 25 Phase 1: Wealth Creation
Dates
1997
Box 19 - Folder 153
Container 19
Title
ShoreBank 25 Core Group: Meetings
Dates
1997 January-March
Box 19 - Folder 154
Container 19
Title
ShoreBank 25 Core Group: Meetings
Dates
1997 April-May
Box 19 - Folder 155
Container 19
Title
ShoreBank 25 Core Group: Correspondence
Dates
1997
Box 19 - Folder 156
Container 19
Title
ShoreBank 25 Core Group: Customers/Clients and Capital/Funding
Dates
1997
Box 19 - Folder 157
Container 19
Title
ShoreBank 25 Core Group: Financial Services/Community Development
Dates
1997
Box 19 - Folder 158
Container 19
Title
ShoreBank 25 Core Group: Research Material and Notes
Dates
1997
Box 20 - Folder 159
Container 20
Title
ShoreBank 25 Core Group: Phase 1 Draft Conclusions and All-Staff Communication
Dates
1997
Box 20 - Folder 160
Container 20
Title
ShoreBank 25 Phase 2: ShoreBank Management Team, 1 of 8
Dates
1997
Box 20 - Folder 161
Container 20
Title
ShoreBank 25 Phase 2: ShoreBank Management Team, 2 of 8
Dates
1997
Box 20 - Folder 162
Container 20
Title
ShoreBank 25 Phase 2: ShoreBank Management Team, 3 of 8
Dates
1997
Box 20 - Folder 163
Container 20
Title
ShoreBank 25 Phase 2: ShoreBank Management Team, 4 of 8
Dates
1997
Box 20 - Folder 164
Container 20
Title
ShoreBank 25 Phase 2: ShoreBank Management Team, 5 of 8
Dates
1998
Box 20 - Folder 165
Container 20
Title
ShoreBank 25 Phase 2: ShoreBank Management Team, 6 of 8
Dates
1999
Box 20 - Folder 166
Container 20
Title
ShoreBank 25 Phase 2: ShoreBank Management Team, 7 of 8
Dates
1999
Box 20 - Folder 167
Container 20
Title
ShoreBank 25 Phase 2: ShoreBank Management Team, 8 of 8
Dates
1999
Box 20 - Folder 168
Container 20
Title
ShoreBank 25 Phase 2: National Funding
Dates
1998
Box 21 - Folder 169
Container 21
Title
ShoreBank 25 Phase 2: Real Estate Team Research
Dates
1998
Box 21 - Folder 170
Container 21
Title
ShoreBank 25 Phase 2: Real Estate Team Research and Analysis
Dates
1998
Box 21 - Folder 171
Container 21
Title
ShoreBank 25 Phase 2: Real Estate Team Additional Materials
Dates
1998
Box 21 - Folder 172
Container 21
Title
ShoreBank 25 Phase 2: Employee Team, 1 of 3
Dates
1997-1998
Box 21 - Folder 173
Container 21
Title
ShoreBank 25 Phase 2: Employee Team, 2 of 3
Dates
1997-1998
Box 21 - Folder 174
Container 21
Title
ShoreBank 25 Phase 2: Employee Team, 3 of 3
Dates
1997-1998
Box 21 - Folder 175
Container 21
Title
ShoreBank 25 Phase 2: Information Technology Team, 1 of 4
Dates
1998
Box 21 - Folder 176
Container 21
Title
ShoreBank 25 Phase 2: Information Technology Team, 2 of 4
Dates
1998
Box 22 - Folder 177
Container 22
Title
ShoreBank 25 Phase 2: Information Technology Team, 3 of 4
Dates
1998
Box 22 - Folder 178
Container 22
Title
ShoreBank 25 Phase 2: Information Technology Team, 4 of 4
Dates
1997-1998
Box 22 - Folder 179
Container 22
Title
ShoreBank 25 Phase 2: Management Team Budget Research and Projections
Dates
1998
Box 22 - Folder 180
Container 22
Title
ShoreBank 25 Phase 2: Management Team Budget Research and Projections
Dates
1999
Box 22 - Folder 181
Container 22
Title
ShoreBank 25 Phase 2: Employee Team
Dates
1999
Box 22 - Folder 182
Container 22
Title
ShoreBank 25 Phase 2: Eco Team Presentation and Research
Dates
1999
Box 22 - Folder 183
Container 22
Title
ShoreBank 25 Phase 2: Eco Team Research
Dates
1999
Box 22 - Folder 184
Container 22
Title
ShoreBank 25 Phase 2: Information Technology Team
Dates
1999
Box 22 - Folder 185
Container 22
Title
ShoreBank 25 Phase 2: Information Technology Team, SubSmart
Dates
1999
Box 22 - Folder 186
Container 22
Title
ShoreBank 25 Phase 3: ShoreBank Management Team and Working Group
Dates
1999-2000
Box 22 - Folder 187
Container 22
Title
ShoreBank 25 Phase 3: Smart Team Orientation
Dates
2000
Box 23 - Folder 188
Container 23
Title
ShoreBank 25 Phase 3: Smart Teams Resource Materials
Dates
2000
Box 23 - Folder 189
Container 23
Title
ShoreBank 25 Phase 3: Smart Team 1 Services to the Unbanked, Research
Dates
2000-2001
Box 23 - Folder 190
Container 23
Title
ShoreBank 25 Phase 3: Smart Team 1 Services to the Unbanked, Community Development Initiative Overview
Dates
undated
Box 23 - Folder 191
Container 23
Title
ShoreBank 25 Phase 3: Smart Team 2 Small Businesses
Dates
undated
Box 23 - Folder 192
Container 23
Title
ShoreBank 25 Phase 3: Smart Team 3 Commercial Real Estate
Dates
undated
Box 23 - Folder 193
Container 23
Title
ShoreBank 25 Phase 3: Smart Team 4 Home Ownership Research
Dates
undated
Box 24 - Folder 194
Container 24
Title
ShoreBank 25 Phase 3: Smart Team 4 Home Ownership Business Case Analysis Research, 1 of 2
Dates
2000
Box 24 - Folder 195
Container 24
Title
ShoreBank 25 Phase 3: Smart Team 4 Home Ownership Business Case Analysis Research, 2 of 2
Dates
2000
Box 24 - Folder 196
Container 24
Title
ShoreBank 25 Phase 3: Smart Team 4 Home Ownership South Shore Bank Mortgage Banking Survey
Dates
1999
Box 24 - Folder 197
Container 24
Title
ShoreBank 25 Phase 3: Smart Team 4 Home Ownership Housing Options Assessments
Dates
1999-2000
Box 24 - Folder 198
Container 24
Title
ShoreBank 25 Phase 3: Smart Team 4 Home Ownership Supporting Materials and Notes
Dates
2000
Box 25 - Folder 199
Container 25
Title
ShoreBank 25 Phase 3: Smart Team 4 Home Ownership Housing Development Research
Dates
1999-2000
Box 25 - Folder 200
Container 25
Title
ShoreBank 25 Phase 3: Smart Team 6 Quality of Life
Dates
1999-2000
Box 25 - Folder 201
Container 25
Title
Focus group tapes
Dates
undated
Box 25 - Folder 202
Container 25
Title
Salmon River Senior Managers Meeting Briefing Materials
Dates
1998
Box 25 - Folder 203
Container 25
Title
Salmon River Senior Managers Meeting Notes
Dates
1998
Box 25 - Folder 204
Container 25
Title
1998 Plans and Budgets, 1of 3
Dates
1997
Box 26 - Folder 205
Container 26
Title
1998 Plans and Budgets, 2 of 3
Dates
1997
Box 26 - Folder 206
Container 26
Title
1998 Plans and Budgets, 3 of 3
Dates
1997
Box 26 - Folder 207
Container 26
Title
1998 Corporate Earnings Summary
Dates
1999
Box 26 - Folder 208
Container 26
Title
Financial Statements and Publication on Socially Responsible Banking
Dates
1999-2000
Box 26 - Folder 209
Container 26
Title
Salmon River Senior Managers Trip Briefing Materials, 1 of 3
Dates
1999
Box 26 - Folder 210
Container 26
Title
Salmon River Senior Managers Trip Briefing Materials, 2 of 3
Dates
1999
Box 26 - Folder 211
Container 26
Title
Salmon River Senior Managers Trip Briefing Materials, 3 of 3
Dates
1999
Box 92 - Oversize Series VII
Performance to Plan Group Meeting Materials
1999
Box 93 - Oversize Series VII
1999 Plans and Budgets
1999
Box 26 - Folder 212
Container 26
Title
ShoreBank Staff Conference
Dates
2000
Box 27 - Folder 213
Container 27
Title
Performance to Plan Group Meeting
Dates
2000
Box 27 - Folder 214
Container 27
Title
2001-2003 Financial and Development Plans, Draft
Dates
2000
Box 27 - Folder 215
Container 27
Title
Financial and Development Materials
Dates
2000-2001
Box 27 - Folder 216
Container 27
Title
Correspondence Regarding Collection of Customer Race and Sex Data
Dates
1997-2006
Box 27 - Folder 217
Container 27
Title
Community Development Entity Federal Certification
Dates
2002
Box 27 - Folder 218
Container 27
Title
Shareholders and Liquidity, 1 of 3
Dates
1995-2002
Box 27 - Folder 219
Container 27
Title
Shareholders and Liquidity, 2 of 3
Dates
1995-2002
Box 27 - Folder 220
Container 27
Title
Shareholders and Liquidity, 3 of 3
Dates
2000
Box 27 - Folder 221
Container 27
Title
Capital Strategy
Dates
2000-2002
Box 27 - Folder 222
Container 27
Title
Capital Strategy
Dates
2002-2003
Box 27 - Folder 223
Container 27
Title
Feasibility Study and Assessment Proposals
Dates
2002
Box 28 - Folder 224
Container 28
Title
Feasibility Study and Assessment Process
Dates
2003-2004
Box 28 - Folder 225
Container 28
Title
Boston Consulting Group Review of Business Lines, 1 of 4
Dates
2001
Box 28 - Folder 226
Container 28
Title
Boston Consulting Group Review of Business Lines, 2 of 4
Dates
2001
Box 28 - Folder 227
Container 28
Title
Boston Consulting Group Review of Business Lines, 3 of 4
Dates
2001
Box 28 - Folder 228
Container 28
Title
Boston Consulting Group Review of Business Lines, 4 of 4
Dates
2001
Box 28 - Folder 229
Container 28
Title
Performance to Plan Group Briefing Materials
Dates
2001
Box 93 - Oversize Series VII
Lenders Best Practices Briefing Materials
2001
Box 28 - Folder 230
Container 28
Title
Financial Records and Strategic Planning
Dates
2000—2002
Box 93 - Oversize Series VII
2001-2003 Plans and Budgets
2001
Box 29 - Folder 231
Container 29
Title
Staff Retreat
Dates
2002
Box 29 - Folder 232
Container 29
Title
Financial Statements and Management Structure
Dates
2002
Box 29 - Folder 233
Container 29
Title
Lenders Best Practices Meeting
Dates
2002
Box 29 - Folder 234
Container 29
Title
Holding Company 3-year plan
Dates
2002
Box 94 - Oversize Series VII
2002 Plans and Budgets
2002
Box 29 - Folder 235
Container 29
Title
Board Reorganization
Dates
2002-2003
Box 29 - Folder 236
Container 29
Title
Student Paper on ShoreBank
Dates
2003
Box 29 - Folder 237
Container 29
Title
Lenders Best Practices Seminar
Dates
2003
Box 29 - Folder 238
Container 29
Title
Target Area Selection Criteria
Dates
2003
Box 29 - Folder 239
Container 29
Title
Impact Measurement
Dates
2003
Box 29 - Folder 240
Container 29
Title
Impact Measurement
Dates
2003-2004
Box 94 - Oversize Series VII
2003 Plans and Budgets
2003
Box 30 - Folder 241
Container 30
Title
Performance to Plan Group
Dates
2004
Box 30 - Folder 242
Container 30
Title
Planned Expansion
Dates
2004
Box 30 - Folder 243
Container 30
Title
Staff Retreat
Dates
2004
Box 30 - Folder 244
Container 30
Title
Company Profiles
Dates
2004
Box 30 - Folder 245
Container 30
Title
Holding Company 3-year plan
Dates
2004-2006
Box 94 - Oversize Series VII
2004 Plans and Budgets
2004
Box 30 - Folder 246
Container 30
Title
Management Committee, 1 of 2
Dates
2005
Box 30 - Folder 247
Container 30
Title
Management Committee, 2 of 2
Dates
2005
Box 30 - Folder 248
Container 30
Title
Performance to Plan Group, 1 of 2
Dates
2005
Box 30 - Folder 249
Container 30
Title
Performance to Plan Group, 2 of 2
Dates
2005
Box 30 - Folder 250
Container 30
Title
Role of Innovation at ShoreBank
Dates
2005
Box 30 - Folder 251
Container 30
Title
Lenders Best Practices Meeting
Dates
2005
Box 95 - Oversize Series VII
2005 Plans and Budgets
2005
II
Subsidiaries and Affiliates
1974-2011
Administrative Information
Description of Material

“Subsidiaries and Affiliates” includes planning materials, research resources, financial records, and correspondence pertaining to the development of ShoreBank Corporation’s subsidiaries and affiliates. It documents efforts to expand the concept of community development banking around the globe and provides further insight into the motivations of ShoreBank executives, their counterparts, and government officials in each new location. The series is arranged in chronological order by subsidiary or affiliate.

Box 31 - Folder 252
Container 31
Title
Bank Policies
Dates
1981-1997
Box 31 - Folder 253
Container 31
Title
Indecorp Acquisition: Community Reinvestment Act Issues
Dates
1988-1995
Box 31 - Folder 254
Container 31
Title
Indecorp Acquisition: Community Reinvestment Act Issues
Dates
1995-1999
Box 31 - Folder 255
Container 31
Title
Disaster Recovery Plan
Dates
1992
Box 31 - Folder 256
Container 31
Title
Portfolio Performance Analysis
Dates
1995
Box 31 - Folder 257
Container 31
Title
Commercial Lending User's Guide
Dates
1995
Box 32 - Folder 258
Container 32
Title
Financial Reports and Goals
Dates
1996
Box 32 - Folder 259
Container 32
Title
Financial Reports and Revenue Strategy
Dates
1997
Box 32 - Folder 260
Container 32
Title
Bank Enterprise Award Final Report
Dates
1997-1998
Box 32 - Folder 261
Container 32
Title
Bank Enterprise Award Additional Materials
Dates
1997-1999
Box 32 - Folder 262
Container 32
Title
Business Banking Year 2000 Play Book
Dates
2000
Box 32 - Folder 263
Container 32
Title
Financial Reports
Dates
2000
Box 32 - Folder 264
Container 32
Title
Bank Enterprise Award Application
Dates
2000
Box 32 - Folder 265
Container 32
Title
Community Development Financial Institution Recertification Application, Sections 1-4
Dates
2000
Box 33 - Folder 266
Container 33
Title
Community Development Financial Institution Recertification Application, Sections 5-9
Dates
2000
Box 33 - Folder 267
Container 33
Title
Bank Enterprise Award Report
Dates
2001
Box 33 - Folder 268
Container 33
Title
General Lending Policy and Management Guidelines and Correspondence
Dates
2001
Box 33 - Folder 269
Container 33
Title
Service Plus Training Binder
Dates
2001
Box 34 - Folder 270
Container 34
Title
Product Profiles Binder
Dates
2001
Box 95 - Oversize Series VII
Building the ShoreBank Advantage Summary
2001-2002
Box 34 - Folder 271
Container 34
Title
Building the ShoreBank Team Report, 1 of 4
Dates
2002
Box 34 - Folder 272
Container 34
Title
Building the ShoreBank Team Report, 2 of 4
Dates
2002
Box 34 - Folder 273
Container 34
Title
Building the ShoreBank Team Report, 3 of 4
Dates
2002
Box 34 - Folder 274
Container 34
Title
Building the ShoreBank Team Report, 4 of 4
Dates
2002
Box 95 - Oversize Series VII
Building the ShoreBank Advantage Austin Team Reports
2002
Box 34 - Folder 275
Container 34
Title
Commercial and Multi Family Real Estate
Dates
2002-2005
Box 34 - Folder 276
Container 34
Title
Compliance Risk Management Program
Dates
2002
Box 35 - Folder 277
Container 35
Title
ShoreBank Strategic Planning Session
Dates
2003
Box 35 - Folder 278
Container 35
Title
ShoreBank 3-year Plan, 2004 — 2006
Dates
2003
Box 35 - Folder 279
Container 35
Title
ShoreBank Strategy Documents
Dates
2005
Box 35 - Folder 280
Container 35
Title
South Shore Bank Audited Financial Statements
Dates
1974-1979
Box 35 - Folder 281
Container 35
Title
South Shore Bank Audited Financial Statements
Dates
1979-1981
Box 36 - Folder 282
Container 36
Title
South Shore Bank Audited Financial Statements
Dates
1981-1988
Box 36 - Folder 283
Container 36
Title
South Shore Bank Audited Financial Statements
Dates
1989-1993
Box 36 - Folder 284
Container 36
Title
South Shore Bank Audited Financial Statements
Dates
1993-1997
Box 36 - Folder 258
Container 36
Title
South Shore Bank Audited Financial Statements
Dates
1997-1999
Box 36 - Folder 286
Container 36
Title
ShoreBank Audited Financial Statements
Dates
1999-2003
Box 36 - Folder 287
Container 36
Title
ShoreBank Audited Financial Statements
Dates
2003-2006
Box 36 - Folder 288
Container 36
Title
ShoreBank Neighborhood Institute Press and Marketing
Dates
1997-2000
Box 36 - Folder 289
Container 36
Title
ShoreBank Neighborhood Institute Strategy
Dates
1989
Box 36 - Folder 290
Container 36
Title
Runners' Club
Dates
1996
Box 36 - Folder 291
Container 36
Title
Studio Air
Dates
1999-2000
Box 36 - Folder 292
Container 36
Title
ShoreBank Neighborhood Institute Austin Growth Fund
Dates
1997
Box 37 - Folder 293
Container 37
Title
The Neighborhood Institute Review and Plans
Dates
1981-1982
Box 37 - Folder 294
Container 37
Title
The Neighborhood Institute Financial Statements
Dates
1978-1985
Box 37 - Folder 295
Container 37
Title
The Neighborhood Institute Financial Statements
Dates
1986-1990
Box 37 - Folder 296
Container 37
Title
The Neighborhood Institute Financial Statements
Dates
1990-1993
Box 37 - Folder 297
Container 37
Title
ShoreBank Neighborhood Institute Financial Statements
Dates
2000-2007
Box 37 - Folder 298
Container 37
Title
The Neighborhood Institute Development Corporation Annual Reports
Dates
1990-1993
Box 38 - Folder 299
Container 38
Title
ShoreBank Neighborhood Institute Financial Education Material Sample, Unit 3 of 7
Dates
2005
Box 38 - Folder 300
Container 38
Title
ShoreBank Neighborhood Institute Financial Education Material Sample, Unit 4 of 7
Dates
2005
Box 38 - Folder 301
Container 38
Title
ShoreBank Neighborhood Institute Financial Education Material Sample, Unit 6 of 7
Dates
2005
Box 38 - Folder 302
Container 38
Title
City Lands Corporation Development
Dates
1977-1978
Box 38 - Folder 303
Container 38
Title
City Lands Corporation Certificates of Incorporation
Dates
1978-2010
Box 39 - Folder 304
Container 39
Title
City Lands Corporation Overview
Dates
1978-1992
Box 39 - Folder 305
Container 39
Title
City Lands Corporation Financial Statements
Dates
1978-1985
Box 39 - Folder 306
Container 39
Title
City Lands Corporation Financial Statements
Dates
1986-1992
Box 39 - Folder 307
Container 39
Title
City Lands Corporation Financial Statements
Dates
1992-1995
Box 39 - Folder 308
Container 39
Title
ShoreBank Development Corporation Financial Statements
Dates
2002-2003
Box 39 - Folder 309
Container 39
Title
The Neighborhood Fund Financial Statements
Dates
1978-1985
Box 40 - Folder 310
Container 40
Title
The Neighborhood Fund Financial Statements
Dates
1986-1994
Box 40 - Folder 311
Container 40
Title
ShoreBank Capital Corporation Financial Statements
Dates
1994-1997
Box 40 - Folder 312
Container 40
Title
ShoreBank Capital Corporation Financial Statements
Dates
1998-2003
Box 40 - Folder 313
Container 40
Title
Business and Industrial Development Corporation and Capital Corporation Merger
Dates
2002
Box 40 - Folder 314
Container 40
Title
ShoreBank Advisory Services (SAS): International Correspondence
Dates
1988-1995
Box 40 - Folder 315
Container 40
Title
ShoreBank Advisory Services: Milwaukee Development Bank
Dates
1988-1991
Box 40 - Folder 316
Container 40
Title
ShoreBank Advisory Services: Milwaukee Development Bank
Dates
1991-1992
Box 40 - Folder 317
Container 40
Title
ShoreBank Advisory Services: Milwaukee Development Bank
Dates
1993
Box 41 - Folder 318
Container 41
Title
ShoreBank Advisory Services: Milwaukee Development Bank
Dates
1993
Box 41 - Folder 319
Container 41
Title
ShoreBank Advisory Services: Milwaukee Development Bank
Dates
1993
Box 41 - Folder 320
Container 41
Title
ShoreBank Advisory Services: Milwaukee Development Bank
Dates
1993
Box 41 - Folder 321
Container 41
Title
ShoreBank Advisory Services: Milwaukee Development Bank
Dates
1994-1995
Box 41 - Folder 322
Container 41
Title
ShoreBank Advisory Services: Louisville Development Bancorp
Dates
1992-1995
Box 41 - Folder 323
Container 41
Title
ShoreBank Advisory Services: Louisville Development Bancorp
Dates
1995-1996
Box 42 - Folder 324
Container 42
Title
ShoreBank Advisory Services: Community Development Financial Institution Fund Study
Dates
1996
Box 42 - Folder 325
Container 42
Title
ShoreBank Advisory Services: European Bank for Reconstruction and Development (EBRD)/Russia Small Business Program
Dates
1994-1997
Box 42 - Folder 326
Container 42
Title
ShoreBank Advisory Services: EBRD/Russia Small Business Program
Dates
1997
Box 42 - Folder 327
Container 42
Title
ShoreBank Advisory Services: Romanian-American Enterprise Fund
Dates
1994-1995
Box 42 - Folder 328
Container 42
Title
ShoreBank Advisory Services: Romanian-American Enterprise Fund
Dates
1995
Box 42 - Folder 327
Container 42
Title
ShoreBank Advisory Services: Romanian-American Enterprise Fund
Dates
1995-1997
Box 95 - Oversize Series VII
Grameen Bank Identification Report
1983
Box 43 - Folder 330
Container 43
Title
ShoreBank Advisory Services: Grameen and Bangladesh Rural Advancement Committee Banks - Development
Dates
1987, 1990, 1993-1995, 2006
Box 43 - Folder 331
Container 43
Title
ShoreBank Advisory Services: Grameen and Bangladesh Rural Advancement Committee Banks - Business Plan
Dates
1994
Box 43 - Folder 332
Container 43
Title
ShoreBank Advisory Services: Grameen Bank Project Report
Dates
1993
Box 43 - Folder 333
Container 43
Title
ShoreBank Advisory Services: Application to the Federal Reserve
Dates
1987
Box 43 - Folder 334
Container 43
Title
ShoreBank Advisory Services: Articles of Incorporation
Dates
1984-1996
Box 43 - Folder 335
Container 43
Title
ShoreBank Advisory Services: Articles of Incorporation
Dates
1987-2003
Box 44 - Folder 336
Container 44
Title
ShoreBank Advisory Services: Marketing
Dates
1994-2002
Box 44 - Folder 337
Container 44
Title
ShoreBank International Marketing Reports
Dates
1994-2006
Box 44 - Folder 338
Container 44
Title
ShoreBank International Marketing Material
Dates
1992-2003
Box 44 - Folder 339
Container 44
Title
Center for Financial Services Innovation Articles of Incorporation
Dates
2005
Box 44 - Folder 340
Container 44
Title
Center for Financial Services Innovation Samples of Work
Dates
2010-2011
Box 44 - Folder 341
Container 44
Title
Cleveland: Neighborhood Economy Initiative Initial Concept Paper
Dates
1992
Box 44 - Folder 342
Container 44
Title
Briefing Materials to Consider Expanding to Cleveland, 1 of 3
Dates
1992
Box 44 - Folder 343
Container 44
Title
Briefing Materials to Consider Expanding to Cleveland, 2 of 3
Dates
1992
Box 44 - Folder 344
Container 44
Title
Briefing Materials to Consider Expanding to Cleveland, 3 of 3
Dates
1992
Box 45 - Folder 345
Container 45
Title
Cleveland Neighborhood Economy Initiative
Dates
1993
Box 45 - Folder 346
Container 45
Title
Cleveland Neighborhood Economy Initiative Business Plan
Dates
1993
Box 45 - Folder 347
Container 45
Title
Cleveland Draft Business Plan and Grant Request
Dates
1993
Box 45 - Folder 348
Container 45
Title
Application to Federal Reserve to Establish Cleveland Development Bancorp, 1 of 3
Dates
1994
Box 45 - Folder 349
Container 45
Title
Application to Federal Reserve to Establish Cleveland Development Bancorp, 2 of 3
Dates
1994
Box 46 - Folder 350
Container 46
Title
Application to Federal Reserve to Establish Cleveland Community Development Bancorp, 3 of 3
Dates
1994
Box 46 - Folder 351
Container 46
Title
Cleveland ShoreBridge Capital Limited
Dates
1996
Box 46 - Folder 352
Container 46
Title
Documents Related to Establishing ShoreBank Cleveland
Dates
1994
Box 46 - Folder 353
Container 46
Title
Cleveland Real Estate Business Plan
Dates
1994
Box 46 - Folder 354
Container 46
Title
Cleveland “Building the Entrepreneurial Economy” Presentation
Dates
1997
Box 46 - Folder 355
Container 46
Title
Cleveland ShorePlace Development Meeting
Dates
1997
Box 46 - Folder 356
Container 46
Title
Cleveland ShorePlace Promotional Materials
Dates
1997
Box 46 - Folder 357
Container 46
Title
ShoreBank Cleveland Corporation Strategic Plan
Dates
2000
Box 46 - Folder 358
Container 46
Title
Cleveland Boston Consulting Group Analysis, 1 of 2
Dates
2002
Box 47 - Folder 359
Container 47
Title
Cleveland Boston Consulting Group Analysis, 2 of 2
Dates
2002
Box 47 - Folder 360
Container 47
Title
Ron Grzywinski's Speeches about Cleveland
Dates
1997
Box 47 - Folder 361
Container 47
Title
Cleveland ShoreBank Merger with ShoreBank
Dates
2005
Box 47 - Folder 362
Container 47
Title
Cleveland Stakeholder Presentations and Financials
Dates
2000-2006
Box 47 - Folder 363
Container 47
Title
Cleveland Press Materials on Expansion
Dates
1993-2006
Box 47 - Folder 364
Container 47
Title
Cleveland Shareholders List
Dates
1993
Box 47 - Folder 365
Container 47
Title
ShoreBank Cleveland Board Briefing Materials
Dates
1999
Box 47 - Folder 366
Container 47
Title
ShoreBank Cleveland Board Briefing Materials
Dates
2000
Box 48 - Folder 367
Container 48
Title
ShoreBank Cleveland Board Briefing Materials
Dates
2001
Box 48 - Folder 368
Container 48
Title
ShoreBank Cleveland Board Briefing Materials
Dates
2002
Box 48 - Folder 369
Container 48
Title
ShoreBank Cleveland Board Briefing Materials
Dates
2003
Box 48 - Folder 370
Container 48
Title
ShoreBank Cleveland Board Briefing Materials
Dates
2003
Box 49 - Folder 371
Container 49
Title
ShoreBank Cleveland Board Briefing Materials
Dates
2004
Box 49 - Folder 372
Container 49
Title
ShoreBank Cleveland Board Briefing Materials
Dates
2005
Box 49 - Folder 373
Container 49
Title
ShoreBank Cleveland Financial Statements
Dates
1995-1996
Box 49 - Folder 374
Container 49
Title
ShoreBank Cleveland Financial Statements
Dates
1996-1998
Box 49 - Folder 375
Container 49
Title
ShoreBank Cleveland Financial Statements
Dates
1999-2003
Box 50 - Folder 376
Container 50
Title
Cleveland Development Bancorporation/ShorePlace Corporation Financial Statements
Dates
1995-1996
Box 50 - Folder 377
Container 50
Title
ShorePlace Development Corporation Financial Statements
Dates
1996-1997
Box 50 - Folder 378
Container 50
Title
Pacific Northwest: First Environmental Bank Preliminary business Plan
Dates
1993
Box 50 - Folder 379
Container 50
Title
Pacific Northwest: Application to Federal Reserve to Establish ShoreTrust Trading Group
Dates
1994
Box 50 - Folder 380
Container 50
Title
Pacific Northwest: Application to Federal Reserve to Establish ShoreTrust Trading Group, Correspondence
Dates
1994-1995
Box 50 - Folder 381
Container 50
Title
Pacific Northwest: Offering Circular for ShoreTrust
Dates
1996
Box 51 - Folder 382
Container 51
Title
Pacific Northwest: Application to Federal Reserve, 1 of 2
Dates
1997
Box 51 - Folder 383
Container 51
Title
Pacific Northwest: Application to Federal Reserve, 2 of 2
Dates
1997
Box 51 - Folder 384
Container 51
Title
ShoreTrust/ShoreBank Pacific Corporate Papers, 1 of 3
Dates
1995-1996
Box 51 - Folder 385
Container 51
Title
ShoreTrust/ShoreBank Pacific Corporate Papers, 2 of 3
Dates
1995-1996
Box 51 - Folder 386
Container 51
Title
ShoreTrust/ShoreBank Pacific Corporate Papers, 3 of 3
Dates
1995-1996
Box 51 - Folder 387
Container 51
Title
Acquisition of US Bank of Southwest Washington
Dates
1995
Box 51 - Folder 388
Container 51
Title
ShoreBank Pacific Corporation and ShoreBank Lands Corporation Certificates of Incorporation
Dates
1997
Box 51 - Folder 389
Container 51
Title
ShoreBank Pacific Regulatory Matters, 1 of 3
Dates
1995-1997
Box 51 - Folder 390
Container 51
Title
ShoreBank Pacific Regulatory Matters, 2 of 3
Dates
1995-1997
Box 51 - Folder 391
Container 51
Title
ShoreBank Pacific Regulatory Matters, 3 of 3
Dates
1997
Box 52 - Folder 392
Container 52
Title
ShoreBank Pacific Financial Statements and Securities and Exchange Commission Forms
Dates
1997-1998
Box 52 - Folder 393
Container 52
Title
ShoreBank Pacific Bylaws
Dates
1996-2007
Box 52 - Folder 394
Container 52
Title
ShoreBank Pacific Boston Consulting Group Assessment
Dates
2000
Box 52 - Folder 395
Container 52
Title
ShoreBank Pacific Boston Consulting Group Assessment
Dates
2002
Box 52 - Folder 396
Container 52
Title
ShoreBank Pacific Loan Policy
Dates
2001
Box 52 - Folder 397
Container 52
Title
ShoreBank Pacific Strategy
Dates
2003
Box 52 - Folder 398
Container 52
Title
ShoreBank Pacific Marketing Materials
Dates
1994-1998
Box 52 - Folder 399
Container 52
Title
ShoreBank Pacific Marketing Materials
Dates
1995-1998
Box 52 - Folder 400
Container 52
Title
ShoreBank Pacific Marketing Materials
Dates
2004-2008
Box 52 - Folder 401
Container 52
Title
ShoreTrust Trading Group Ilwaco, Washington
Dates
undated
Box 53 - Folder 402
Container 53
Title
ShoreBank Pacific Sample Board Materials
Dates
1999-2000
Box 53 - Folder 403
Container 53
Title
ShoreBank Pacific Sample Board Materials
Dates
2001
Box 53 - Folder 404
Container 53
Title
ShoreBank Pacific Sample Board Materials
Dates
2003
Box 53 - Folder 405
Container 53
Title
ShoreBank Pacific Financial Statements
Dates
1998-2003
Box 53 - Folder 406
Container 53
Title
ShoreBank Pacific Financial Statements
Dates
2001-2004
Box 53 - Folder 407
Container 53
Title
ShoreBank Pacific Financial Statements
Dates
2004-2007
Box 54 - Folder 408
Container 54
Title
ShoreTrust Trading Group Articles of Incorporation
Dates
1994
Box 54 - Folder 409
Container 54
Title
Pacific Nonprofit Media Materials
Dates
1994-1999
Box 54 - Folder 410
Container 54
Title
Pacific Nonprofit Triple Bottom Line Audit
Dates
2004
Box 54 - Folder 411
Container 54
Title
Pacific Nonprofit Photos and Customer Stories, 1 of 3
Dates
2009
Box 54 - Folder 412
Container 54
Title
Pacific Nonprofit Photos and Customer Stories, 2 of 3
Dates
2009
Box 54 - Folder 413
Container 54
Title
Pacific Nonprofit Photos and Customer Stories, 3 of 3
Dates
2009
Box 54 - Folder 414
Container 54
Title
Pacific Nonprofit 5 Year Assessment
Dates
2001
Box 54 - Folder 415
Container 54
Title
Pacific Nonprofit Photographs
Dates
2001
Box 54 - Folder 416
Container 54
Title
ShoreCap International and Exchange (SCIE): Early Concept and Development
Dates
1999-2000
Box 54 - Folder 417
Container 54
Title
ShoreCap International and Exchange: Early Concept and Development
Dates
2000-2001
Box 54 - Folder 418
Container 54
Title
ShoreCap International and Exchange: Early Concept and Development
Dates
2001-2002
Box 55 - Folder 419
Container 55
Title
ShoreCap International and Exchange: Early Concept and Development
Dates
2002-2003
Box 55 - Folder 420
Container 55
Title
ShoreCap International Final Business Plan
Dates
2003
Box 55 - Folder 421
Container 55
Title
ShoreCap International Annual Reports
Dates
2004-2007
Box 55 - Folder 422
Container 55
Title
ShoreBank Detroit Offering Circular
Dates
1996
Box 55 - Folder 423
Container 55
Title
Wayne County Development Bank Business Plan
Dates
1992
Box 55 - Folder 424
Container 55
Title
Business Plan for Detroit Development Bank
Dates
1994
Box 55 - Folder 425
Container 55
Title
Detroit Development Banking Business Plan Presentation
Dates
1994
Box 55 - Folder 426
Container 55
Title
Detroit Community Development Bank Briefing Package
Dates
undated
Box 55 - Folder 427
Container 55
Title
Proposal to Commence Operations for Detroit Development Bank
Dates
1996
Box 56 - Folder 428
Container 56
Title
Detroit Development Bank Updated Business Plan
Dates
1996
Box 56 - Folder 429
Container 56
Title
Detroit Progress Report and Strategy Memos
Dates
1995-1996
Box 56 - Folder 430
Container 56
Title
Detroit Private Placement Memo
Dates
1996
Box 56 - Folder 431
Container 56
Title
Detroit Companies Board Meeting
Dates
1997
Box 56 - Folder 432
Container 56
Title
ShoreBank Development Detroit Board of Directors Report
Dates
1999
Box 56 - Folder 433
Container 56
Title
Detroit and Chicago Bank Merger
Dates
1996-2000
Box 56 - Folder 434
Container 56
Title
ShoreBank Enterprise Detroit Workforce Development
Dates
1999
Box 56 - Folder 435
Container 56
Title
Enterprise Detroit 3-Year Plan
Dates
2001-2003
Box 56 - Folder 436
Container 56
Title
Enterprise Detroit Fact Sheet
Dates
2001
Box 56 - Folder 437
Container 56
Title
Boston Consulting Group Detroit Recommendations
Dates
2002
Box 56 - Folder 438
Container 56
Title
Enterprise Detroit Loan Fund Products
Dates
2007
Box 56 - Folder 439
Container 56
Title
Detroit Press Materials
Dates
1992-2006
Box 56 - Folder 440
Container 56
Title
ShoreBank Detroit Corporation Financial Reports
Dates
1997-1999
Box 56 - Folder 441
Container 56
Title
Northern Initiatives Website Content
Dates
2011
Box 56 - Folder 442
Container 56
Title
Notice of Intent to Create Northern Initiatives
Dates
1992
Box 57 - Folder 443
Container 57
Title
Northern Initiatives: Private Placement Offering Circular
Dates
1991
Box 57 - Folder 444
Container 57
Title
Northern Economic Initiatives (NEI) Corporation Bylaws
Dates
1992
Box 57 - Folder 445
Container 57
Title
Northern Economic Initiatives Corporation Articles of Incorporation
Dates
1991-1994
Box 57 - Folder 446
Container 57
Title
Northern Economic Initiatives Community Development Financial Institution Application
Dates
2000
Box 57 - Folder 447
Container 57
Title
Northern Economic Initiatives Report: “The Upper Peninsula Initiative: A Strategy for Development of Youth and the Economy”
Dates
1991
Box 57 - Folder 448
Container 57
Title
Northern Economic Initiatives Marketing Materials
Dates
1991-1994
Box 57 - Folder 449
Container 57
Title
Northern Economic Initiatives Business Plan Guide
Dates
1995
Box 57 - Folder 450
Container 57
Title
Business and Industrial Development Corporation (BIDCO): Guidelines
Dates
1990
Box 57 - Folder 451
Container 57
Title
Business and Industrial Development Corporation New Enterprise Development in Michigan's Upper Peninsula
Dates
1989
Box 58 - Folder 452
Container 58
Title
Business and Industrial Development Corporation Proposal to Establish Loan and Investment Office in Marquette, Michigan
Dates
1990
Box 58 - Folder 453
Container 58
Title
North Coast Business and Industrial Development Corporation Application for Loan Commitment
Dates
1990
Box 58 - Folder 454
Container 58
Title
Business and Industrial Development Corporation: Michigan Upper Peninsula Development Initiative Offering Circular Draft
Dates
1991 April
Box 58 - Folder 455
Container 58
Title
Business and Industrial Development Corporation: Michigan Upper Peninsula Development Initiative Offering Circular Draft
Dates
1991 May
Box 58 - Folder 456
Container 58
Title
Business and Industrial Development Corporation: Michigan Upper Peninsula Development Initiative Offering Circular
Dates
1991 November
Box 58 - Folder 457
Container 58
Title
NorthCoast Business and Industrial Development Corporation Incorporation Financial Institution Bureau Application
Dates
1991
Box 59 - Folder 458
Container 59
Title
Business and Industrial Development Corporation Federal Reserve Application Materials
Dates
1989-1992
Box 59 - Folder 459
Container 59
Title
Business and Industrial Development Corporation Notice of Non-banking Activities, Volume 1
Dates
1992
Box 59 - Folder 460
Container 59
Title
Business and Industrial Development Corporation Notice of Non-banking Activities, Volume 2
Dates
1992
Box 59 - Folder 461
Container 59
Title
Business and Industrial Development Corporation Michigan Strategic Fund
Dates
1990-1991
Box 59 - Folder 462
Container 59
Title
Financial Institution Bureau Business and Industrial Development Corporation License
Dates
1992
Box 59 - Folder 463
Container 59
Title
Business and Industrial Development Corporation Articles of Incorporation and Bylaws
Dates
1991-1992
Box 59 - Folder 464
Container 59
Title
Business and Industrial Development Corporation First Board Meeting Briefing Book
Dates
1992
Box 59 - Folder 465
Container 59
Title
Business and Industrial Development Corporation 1996 Business Plan
Dates
1996
Box 59 - Folder 466
Container 59
Title
Name Change from North Coast Business and Industrial Development Corporation to ShoreBank Business and Industrial Development Corporation
Dates
1997
Box 60 - Folder 467
Container 60
Title
ShoreBank Business and Industrial Development Corporation Application to Federal Reserve to Expand to Detroit
Dates
1999
Box 60 - Folder 468
Container 60
Title
ShoreBank Business and Industrial Development Corporation application to Federal Reserve to expand to Detroit Supplementary Materials, 1 of 2
Dates
1999
Box 60 - Folder 469
Container 60
Title
ShoreBank Business and Industrial Development Corporation application to Federal Reserve to expand to Detroit Supplementary Materials, 2 of 2
Dates
1999
Box 60 - Folder 470
Container 60
Title
Business and Industrial Development Corporation Community Development Financial Institution Fund Application, Sections 1 - 3
Dates
2000
Box 60 - Folder 471
Container 60
Title
Business and Industrial Development Corporation Community Development Financial Institution Fund Application, Sections 4 - 6
Dates
2000
Box 60 - Folder 472
Container 60
Title
Business and Industrial Development Corporation Community Development Financial Institution Fund Application Sections, 7 — 10
Dates
2000
Box 60 - Folder 473
Container 60
Title
Business and Industrial Development Corporation Budget Correspondence
Dates
1990-1999
Box 60 - Folder 474
Container 60
Title
Business and Industrial Development Corporation Financial Statements
Dates
1992-1995
Box 61 - Folder 475
Container 61
Title
Business and Industrial Development Corporation Financial Statements
Dates
1996-2000
Box 61 - Folder 476
Container 61
Title
Business and Industrial Development Corporation Financial Statements
Dates
2000-2002
III
Arkansas Affiliates
1982-1999
Administrative Information
Description of Material

This series reflects ShoreBank’s influence on the national growth of development banking and the banking policy of the United States. It includes planning materials, research materials, financial records, press clippings, and correspondence regarding the creation and growth of community development banking in Arkansas. Notably, some of the material in this series relates to Whitewater Investigation involving former Arkansas Governor and U.S. President Bill Clinton and Hillary Clinton. “Arkansas Affiliates” is arranged in chronological order.

Box 61 - Folder 477
Container 61
Title
Studies Leading to Creation of Development Bank in Arkansas, 1 of 4
Dates
1986
Box 61 - Folder 478
Container 61
Title
Studies Leading to Creation of Development Bank in Arkansas, 2 of 4
Dates
1986
Box 61 - Folder 479
Container 61
Title
Studies Leading to Creation of Development Bank in Arkansas, 3 of 4
Dates
undated
Box 61 - Folder 480
Container 61
Title
Studies Leading to Creation of Development Bank in Arkansas, 4 of 4
Dates
undated
Box 61 - Folder 481
Container 61
Title
Southern Development Bancorporation Offering Circular
Dates
1986
Box 61 - Folder 482
Container 61
Title
Arkansas Development Bank Holding Company Supplemental Report
Dates
1986
Box 61 - Folder 483
Container 61
Title
Southern Development Bancorporation Selection Studies
Dates
1987
Box 62 - Folder 484
Container 62
Title
Development Credit Corporation and Affiliate Enterprise Group
Dates
1987
Box 62 - Folder 485
Container 62
Title
Analysis Related to Acquisition of Elk Horn Bank
Dates
1987
Box 62 - Folder 486
Container 62
Title
Application to the Federal Reserve to Create Southern Development
Dates
1987
Box 62 - Folder 487
Container 62
Title
Southern Development Bancorporation Strategic Planning
Dates
1988
Box 62 - Folder 488
Container 62
Title
Federal Correspondence and Arkansas Enterprise Group Bylaws
Dates
1985-1987
Box 62 - Folder 489
Container 62
Title
Southern Development Bancorporation Annual Reports
Dates
1989-1999
Box 62 - Folder 490
Container 62
Title
Southern Development Bancorporation Reviews of Effectiveness
Dates
1989-1997
Box 62 - Folder 491
Container 62
Title
Whitewater Correspondence and Press
Dates
1994, 1997
Box 63 - Folder 492
Container 63
Title
Hillary Clinton Resignation and Resume [Resignation is a photocopied "use copy" of the original]
Dates
1992
Folder 495B
Hillary Clinton Resignation [original, patron must use "use copy"]
1992
Box 63 - Folder 493
Container 63
Title
Loan Policy
Dates
1994
Box 63 - Folder 494
Container 63
Title
Arkansas Enterprise Group
Dates
1991, 1995-1997
Box 63 - Folder 495
Container 63
Title
Arkansas Rural Small Business Development Impact Studies
Dates
1982, 1991-1995
Box 63 - Folder 496
Container 63
Title
Arkansas Rural Small Business Development Impact Studies
Dates
1987-1991
Box 63 - Folder 497
Container 63
Title
Arkansas Rural Small Business Development Impact Studies
Dates
1985, 1996
Box 63 - Folder 498
Container 63
Title
Arkansas Enterprise Group Marketing Materials
Dates
1992
Box 63 - Folder 499
Container 63
Title
Southern Development Bancorporation Press
Dates
1989-1997
Box 63 - Folder 500
Container 63
Title
Southern Development Bancorporation Press
Dates
1985-1990
Box 64 - Folder 501
Container 64
Title
Southern Development Bancorporation Press
Dates
1992-1997
Box 64 - Folder 502
Container 64
Title
Good Faith Fund
Dates
1990-1991
Box 64 - Folder 503
Container 64
Title
Good Faith Fund
Dates
1989-1994
Box 64 - Folder 504
Container 64
Title
Good Faith Fund
Dates
1989-1992
Box 64 - Folder 505
Container 64
Title
Good Faith Fund
Dates
1992-1993
Box 64 - Folder 506
Container 64
Title
Good Faith Fund
Dates
1990-1992
Box 64 - Folder 507
Container 64
Title
Good Faith Fund
Dates
1989-1991
Box 64 - Folder 508
Container 64
Title
Strategic Planning
Dates
1989-1997
Box 65 - Folder 509
Container 65
Title
Strategic Planning
Dates
1989-1994
Box 65 - Folder 510
Container 65
Title
Strategic Planning
Dates
1989, 1995
Box 65 - Folder 511
Container 65
Title
Strategic Planning
Dates
1990
Box 65 - Folder 512
Container 65
Title
ShoreBank Corporation/Southern Development Relationship
Dates
1992-1996
IV
Board and Shareholder Materials
1938-2006
Administrative Information
Description of Material

This series is comprised of briefing materials and board meeting minutes spanning ShoreBank's history. These materials provide background on the actions of the ShoreBank Corporation boards of directors. Included in this series are board and shareholder materials from the South Shore National Bank before the Illinois Neighborhood Development Corporation acquired it. The series is arranged in chronological order.

Box 66 - Folder 513
Container 66
Title
Joint Illinois Neighborhood Development Corporation/Affiliate Board Briefing Materials
Dates
1984
Box 66 - Folder 514
Container 66
Title
Joint Board and Shareholder Briefing Materials
Dates
1984-1986
Box 66 - Folder 515
Container 66
Title
Joint Board and Shareholder Briefing Materials
Dates
1985
Box 66 - Folder 516
Container 66
Title
Joint Board and Shareholder Briefing Materials
Dates
1985-1986
Box 67 - Folder 517
Container 67
Title
Joint Board and Shareholder Briefing Materials
Dates
1986-1987
Box 67 - Folder 518
Container 67
Title
Joint Board and Shareholder Briefing Materials
Dates
1987-1988
Box 67 - Folder 519
Container 67
Title
Joint Board and Shareholder Briefing Materials
Dates
1988-1999
Box 67 - Folder 520
Container 67
Title
Joint Board and Shareholder Briefing Materials
Dates
1990-1991
Box 67 - Folder 521
Container 67
Title
Joint Board and Shareholder Briefing Materials
Dates
1992-1993
Box 68 - Folder 522
Container 68
Title
Joint Board and Shareholder Briefing Materials
Dates
1993-1994
Box 68 - Folder 523
Container 68
Title
Joint Board and Shareholder Briefing Materials
Dates
1994-1995
Box 68 - Folder 524
Container 68
Title
Joint Board and Shareholder Briefing Materials
Dates
1995
Box 68 - Folder 525
Container 68
Title
Joint Board and Shareholder Briefing Materials
Dates
1996
Box 69 - Folder 526
Container 69
Title
Joint Board and Shareholder Briefing Materials
Dates
1997
Box 69 - Folder 527
Container 69
Title
Joint Board and Shareholder Briefing Materials
Dates
1997
Box 96 - Oversize Series VII
ShoreBank Corporation: Board and Shareholder Briefing Materials
1997 January
Box 96 - Oversize Series VII
ShoreBank Corporation: Board and Shareholder Briefing Materials
1998 January
Box 96 - Oversize Series VII
ShoreBank Corporation: Board and Shareholder Briefing Materials
1998 June
Box 69 - Folder 528
Container 69
Title
Joint Board and Shareholder Briefing Materials
Dates
1998-1999
Box 69 - Folder 529
Container 69
Title
Joint Board and Shareholder Briefing Materials
Dates
1999
Box 70 - Folder 530
Container 70
Title
Joint Board and Shareholder Briefing Materials
Dates
1999
Box 70 - Folder 531
Container 70
Title
Joint Board and Shareholder Briefing Materials
Dates
2000
Box 70 - Folder 532
Container 70
Title
Joint Board and Shareholder Briefing Materials
Dates
2000
Box 70 - Folder 533
Container 70
Title
Joint Board and Shareholder Briefing Materials
Dates
2000
Box 71 - Folder 534
Container 71
Title
Joint Board and Shareholder Briefing Materials
Dates
2001
Box 71 - Folder 535
Container 71
Title
Joint Board and Shareholder Briefing Materials
Dates
2001
Box 71 - Folder 536
Container 71
Title
Joint Board and Shareholder Briefing Materials
Dates
2002
Box 71 - Folder 537
Container 71
Title
Joint Board and Shareholder Briefing Materials
Dates
2002
Box 71 - Folder 538
Container 71
Title
Joint Board and Shareholder Briefing Materials
Dates
2003
Box 72 - Folder 539
Container 72
Title
Joint Board and Shareholder Briefing Materials
Dates
2003
Box 72 - Folder 540
Container 72
Title
Joint Board and Shareholder Briefing Materials
Dates
2004
Box 96 - Oversize Series VII
ShoreBank Corporation: Board and Shareholder Briefing Materials
2005
Box 72 - Folder 541
Container 72
Title
Joint Board and Shareholder Briefing Materials
Dates
2005
Box 72 - Folder 542
Container 72
Title
Joint Board and Shareholder Briefing Materials
Dates
2005
Box 73 - Folder 543
Container 73
Title
Joint Board and Shareholder Briefing Materials
Dates
2005
Box 73 - Folder 544
Container 73
Title
Joint Board and Shareholder Briefing Materials
Dates
2005
Box 73 - Folder 545
Container 73
Title
Joint Board and Shareholder Briefing Materials
Dates
2006
Box 73 - Folder 546
Container 73
Title
Joint Board and Shareholder Briefing Materials
Dates
2006
Box 74 - Folder 547
Container 74
Title
Joint Board and Shareholder Briefing Materials
Dates
2006
Box 74 - Folder 548
Container 74
Title
ShoreBank Audit Committee Meeting
Dates
2003
Box 74 - Folder 549
Container 74
Title
ShoreBank Audit Committee Meeting
Dates
2003-2004
Box 74 - Folder 550
Container 74
Title
ShoreBank Audit Committee Meeting
Dates
2004-2005
Box 75 - Folder 551
Container 75
Title
ShoreBank Audit Committee Meeting
Dates
2004-2005
Box 75 - Folder 552
Container 75
Title
ShoreBank Audit Committee Meeting
Dates
2005
Box 75 - Folder 553
Container 75
Title
Midwest Bank Board Briefing Materials
Dates
2001
Box 75 - Folder 554
Container 75
Title
Midwest Bank Board Briefing Materials
Dates
2001
Box 75 - Folder 555
Container 75
Title
Midwest Bank Board Briefing Materials
Dates
2001
Box 75 - Folder 556
Container 75
Title
Midwest Bank Board Briefing Materials
Dates
2001
Box 76 - Folder 557
Container 76
Title
Midwest Bank Board Briefing Materials
Dates
2001-2002
Box 76 - Folder 558
Container 76
Title
Midwest Bank Board Briefing Materials
Dates
2002
Box 76 - Folder 559
Container 76
Title
Midwest Bank Board Briefing Materials
Dates
2003
Box 76 - Folder 560
Container 76
Title
Midwest Bank Board Briefing Materials
Dates
2004
Box 76 - Folder 561
Container 76
Title
South Shore National Bank Board and Shareholder Materials
Dates
1939, 1961
Box 77 - Folder 562
Container 77
Title
South Shore National Bank Board and Shareholder Materials
Dates
1964
Box 77 - Folder 563
Container 77
Title
South Shore National Bank Board and Shareholder Materials
Dates
1968
Box 77 - Folder 564
Container 77
Title
South Shore National Bank Board and Shareholder Materials
Dates
1969
Box 77 - Folder 565
Container 77
Title
South Shore National Bank Board and Shareholder Materials
Dates
1970
Box 77 - Folder 566
Container 77
Title
South Shore National Bank Board and Shareholder Materials
Dates
1977
Box 78 - Folder 567
Container 78
Title
South Shore National Bank Board and Shareholder Materials
Dates
1972
Box 78 - Folder 568
Container 78
Title
South Shore National Bank Board and Shareholder Materials
Dates
1973
Box 86 - Folder 633
Container 86
Title
ShoreBankers' Writing and Speeches
Dates
1991-1998
Box 86 - Folder 634
Container 86
Title
ShoreBankers' Writing and Speeches
Dates
1991-1998
Box 86 - Folder 635
Container 86
Title
ShoreBankers' Writing and Speeches
Dates
1999-2009
Box 86 - Folder 636
Container 86
Title
ShoreBankers' Writing and Speeches
Dates
2003-2009
V
Human Resources
1997-2007
Administrative Information
Description of Material

This series is comprised of materials regarding ShoreBank Corporation employees and the company's department of human resources. Materials in this series include copies of benefit plans, job descriptions and guidelines, and employee surveys. This series is arranged in chronological order by category.

Box 78 - Folder 569
Container 78
Title
Employee Satisfaction Survey Results
Dates
1998-1999
Box 78 - Folder 570
Container 78
Title
ShoreBank Corporation Benefit Plan Review
Dates
1997
Box 78 - Folder 571
Container 78
Title
ShoreBank Corporation Employee Benefit Survey
Dates
1997
Box 78 - Folder 572
Container 78
Title
ShoreBank Corporation Benefit Recommendations
Dates
1998
Box 79 - Folder 573
Container 79
Title
ShoreBank Pay and Benefit Materials
Dates
1987-2004
Box 79 - Folder 574
Container 79
Title
ShoreBank Performance Unit Plan, 1 of 2
Dates
2001
Box 79 - Folder 575
Container 79
Title
ShoreBank Performance Unit Plan, 2 of 2
Dates
2001
Box 79 - Folder 576
Container 79
Title
ShoreBank Compensation Review and Recommendations
Dates
2003
Box 97 - Oversize Series VII
ShoreBank Compensation Review
2005
Box 79 - Folder 577
Container 79
Title
ShoreBank Benefits Review and Total Remuneration Analysis
Dates
2005
Box 79 - Folder 578
Container 79
Title
Employee Development
Dates
1998, 2005
Box 80 - Folder 579
Container 80
Title
Employee Development: Performance Planning
Dates
2000
Box 80 - Folder 580
Container 80
Title
Sample Job Descriptions for Ads
Dates
1997
Box 80 - Folder 581
Container 80
Title
ShoreBanker Employee Newsletter
Dates
1996-2000
Box 80 - Folder 582
Container 80
Title
Communications Recommendation
Dates
2004
Box 80 - Folder 583
Container 80
Title
Diversity Reports
Dates
2001-2008
Box 80 - Folder 584
Container 80
Title
Volunteer Directory
Dates
1997
Box 80 - Folder 585
Container 80
Title
Corporate Orientation
Dates
2007
Box 80 - Folder 586
Container 80
Title
2006 Summer Intern Evaluations
Dates
2006
Box 80 - Folder 587
Container 80
Title
Human Capital Plan
Dates
2001-2009
Box 80 - Folder 588
Container 80
Title
Employee New Hire Package
Dates
undated
Box 81 - Folder 589
Container 81
Title
Employee Handbook
Dates
1991
Box 97 - Oversize Series VII
Employee Satisfaction Survey
1998
Box 97 - Oversize Series VII
Employee Satisfaction Survey
1999
Box 97 - Oversize Series VII
Employee Satisfaction Survey
2000
Box 97 - Oversize Series VII
Employee Satisfaction Survey
2001
Box 81 - Folder 590
Container 81
Title
Employee Satisfaction Survey
Dates
2001
Box 81 - Folder 591
Container 81
Title
Employee Satisfaction Survey
Dates
2003, 2005
Box 97 - Oversize Series VII
Employee Satisfaction Survey
2006
Box 97 - Oversize Series VII
Employee Satisfaction Survey
2008
VI
Marketing and Branding
1962-2009
Administrative Information
Description of Material

This series consists of media materials, writings, and speeches related ShoreBank Corporation. These materials document ShoreBank's marketing strategies and image in the press. Recent items include tributes to Milton Davis and Jim Fletcher. Also included in this series is audiovisual material, which may include unique recordings of ShoreBank founders, executives, and employees.

Box 81 - Folder 592
Container 81
Title
Photographs
Dates
1962-2001
Box 81 - Folder 593
Container 81
Title
Media Clippings and Press Releases
Dates
1978-1989
Box 81 - Folder 594
Container 81
Title
Media Clippings and Press Releases
Dates
1978-1989
Box 82 - Folder 598-604
Container 82
Title
Media Clippings
Dates
1988-2000
Box 83 - Folder 605-610
Container 83
Title
Media Clippings
Dates
1998-2009
Box 83 - Folder 611
Container 83
Title
ShoreBank Highlights Tour
Dates
1992
Box 83 - Folder 612
Container 83
Title
Jim Fletcher Tributes
Dates
1998
Box 83 - Folder 613
Container 83
Title
Milton Davis Tributes
Dates
2005
Box 83 - Folder 614
Container 83
Title
Milton Davis Tributes
Dates
2005
Box 83 - Folder 615
Container 83
Title
Margaret Cheap Obituary
Dates
2001
Box 84 - Folder 616
Container 84
Title
Correspondence Promoting Illinois Neighborhood Development Corporation to Government Officials
Dates
1978
Box 84 - Folder 617
Container 84
Title
Speeches and Congressional Testimony
Dates
1982-1993
Box 84 - Folder 618
Container 84
Title
Speeches and Public Policy Correspondence
Dates
1992-1997
Box 84 - Folder 619
Container 84
Title
South Shore Bank of Chicago Prospectus
Dates
1978
Box 84 - Folder 620
Container 84
Title
ShoreBank Awards
Dates
1980, 2005-2009
Box 84 - Folder 621
Container 84
Title
ShoreBank Awards
Dates
1980, 2003-2007
Box 84 - Folder 622
Container 84
Title
Reports and Media Regarding ShoreBank
Dates
1974-2003
Box 84 - Folder 623
Container 84
Title
Building Assets — Building Credit
Dates
undated
Box 85 - Folder 624
Container 85
Title
Writings about ShoreBank
Dates
1978-2008
Box 85 - Folder 625
Container 85
Title
Eisenhower Foundation Report on Cities and Children
Dates
1993
Box 85 - Folder 626
Container 85
Title
Consumers United Group, Inc. Conference Materials
Dates
1979
Box 85 - Folder 627
Container 85
Title
Academic Paper and Press Clipping on South Shore Bank
Dates
1975
Box 85 - Folder 628
Container 85
Title
ShoreBankers' Writing and Speeches
Dates
1984-1989
Box 85 - Folder 629
Container 85
Title
ShoreBankers' Writing and Speeches
Dates
1997-1998
Box 86 - Folder 630
Container 86
Title
ShoreBankers' Writing and Speeches
Dates
1993-1998
Box 86 - Folder 631
Container 86
Title
ShoreBankers' Writing and Speeches
Dates
1993-1999
Box 86 - Folder 632
Container 86
Title
ShoreBankers' Writing and Speeches
Dates
1993-1999
Box 86 - Folder 633
Container 86
Title
ShoreBankers' Writing and Speeches
Dates
1991-1998
Box 87 - Folder 637
Container 87
Title
Benjamin Esty's Impact Analysis Paper
Dates
1995
Box 87 - Folder 638
Container 87
Title
Name Change to ShoreBank Marketing Materials
Dates
2000
Box 87 - Folder 639
Container 87
Title
ShoreBank Website Materials
Dates
2000
Box 98 - Oversize Series VII
First Branding Initiative
2003
Box 87 - Folder 640
Container 87
Title
ShoreBank Branding Research
Dates
2003
Box 87 - Folder 641
Container 87
Title
ShoreBank Branding Development
Dates
2003, 2007
Box 98 - Oversize Series VII
ShoreBank Branding Materials
2008
Box 87 - Oversize 642
Brochures and Newsletters
1979-1999
Box 87 - Oversize 643
Brochures and Newsletters
1996-2008
Box 87 - Oversize 644
Brochures and Newsletters
1990, 2006-2009
Box 87 - Oversize 645
Brochures and Newsletters
2005-2007
Box 87 - Oversize 646
Marketing Plan
1989
Box 88
Audiocassettes
undated
Box 88
Bus Tour #1
2007
Box 88
Bus Tour #2
2007
Box 88
Bus Tour #3
2007
Box 88
American Public Radio: Marketplace Segment on South Shore Bank
1991 October 4
Box 88
WBEZ (Chicago Public Radio) Neighborhood Tour with Michael Bennet, Vice President South Shore Bank
1991 August 15
Box 88
American Bankers Association Consumer Credit Conference, Panel Discussion Including Joan Shapiro, Vice President ShoreBank
1994
Box 88
WVON Radio Interview with Milton Davis
1990s
Box 88
Studio Air (ShoreBank Neighborhood Institute Youth Initiative) Song Explaining History of ShoreBank on 25th Anniversary
1997
Box 88
Studio Air (ShoreBank Neighborhood Institute Youth Initiative) Song Explaining History of ShoreBank on 25th Anniversary
1997
Box 88
National Public Radio: All Things Considered Segment
1995 August 29
Box 88
ShoreBank Interviews with Customers and Employees, MiniDV Tapes 01, 03-07, 09-17
2003
Box 88
VHS-C Tapes
undated
Box 88
Milton Davis Party
2000
Box 88
Orientation with Helen Dunlap
2000
Box 88
Doris Walters: Intern (Meeting)
2000 June 13
Box 88
Orientation Chris Horsch
circa 2000
Box 88
Orientation Ron Grzywinski
circa 2000
Box 88
Doris Walters Orientation
2000 July 11
Box 88
Doris Walters Orientation, Mary Houghton
2000 July 18
Box 88
VHS Tapes
undated
Box 88
Parkside: A Neighborhood Comes Back (Work done in the community)
circa 1970-1979
Box 88
16th Anniversary Party (amateur recording by employee shows corporate culture and occasional conversation)
1986 August
Box 88
Block by Block, a PBS Documentary on Economic Development; features Dennis West and Joan Shapiro
circa 1986-1989
Box 88
The Arkansas Traveler, a Documentary on The Good Faith Fund
circa 1986-1989
Box 88
Borrowing Among Minorities, a segment on ABC World Evening News with Peter Jennings
1991
Box 88
South Shore Story: News Documentary by Local Reporter Harry Porterfield on ShoreBank (longer version)
1993
Box 88
South Shore Story: News Documentary by local reporter Harry Porterfield on ShoreBank (shorter version)
1993
Box 88
Weekend TV: Chicago Youth
1995
Box 88
George Sturgeon Explains Development Banking to Summer Interns
circa 1996-1999
Box 88
“Evolution” and “Click Here,” two 30-second Commercials
2000
Box 88
Bob Nash on Local Cable Program The Munir Muhammad Show
2001
Box 88
Raw Footage, Interviews with Customers and Employees in Chicago, Cleveland, and Pacific Northwest
circa 2000-2004
Box 88
ShoreBank Rough Cut from footage above
2004
Box 88
Milton Davis: A Life Celebration
2005
Box 88
ShoreBank Screensaver, CD-ROM
2003
Box 89
ShoreBank Interviews, U-Matic Broadcast Master
1995 April 5
Box 89
VHS Tapes
undated
Box 89
“South Shore Neighborhood Institute” WTTW (local PBS affiliate) Nightly Business Report
1988 April 7
Box 89
Small Business Administration Microloan Announcement at the White House
1993 May 24
Box 89
News Segments from WEWS-TV5 and WKYC-TV3 in Cleveland
1994 July 15
Box 89
“God's Work in Our Hands” Program from Louisville, KY Presbyterian Church
1995 June 21
Box 89
Faith, Hope and Capital
2000
Box 89
David Oser Investment Seminar in Austin
2000 April 26
Box 89
New Hires Orientation: “ShoreBank's Heritage” with Ron Grzywinski
circa 2000-2004
Box 89
New Hires Orientation: “Snapshots of ShoreBank Today”
circa 2000-2004
Box 89
New Hires Orientation: “The Role of Change at ShoreBank” with Mary Houghton
circa 2000-2004
Box 89
New Hires Orientation: “Succeeding at ShoreBank” with Leana Flowers
circa 2000-2004
Box 89
Sexual Harassment Training
2001
Box 89
ShoreBank Retreat Closing Remarks
2002 May 15
Box 89
ShoreBank Brand Kick-Off
2003 February
Box 89
“Straight Talk” Hosted by W.L. Lillard with ShoreBank Representatives
2003 November 25
Box 89
DVDs
undated
Box 89
ShoreBank: Employer of Choice
2004
Box 89
ShoreBank Stories: Building Strong Sustainable Communities and ShoreBank: A Triple Bottom Line Company
2004
Box 89
Marketing Pieces Using Interviews with Employees and Customers
2004
Box 89
Senator Hillary Clinton Tribute to Ron Grzywinski
2005 October 18
Box 89
John Gardner Award: Video Tribute and Ron's Speech
2005
Box 89
Sunrise at ShoreBank: Todd Brown Interviewing Ron Grzywinski and Mary Houghton about ShoreBank's History
circa 2007
Box 89
Sunrise at ShoreBank
circa 2007
Box 89
“Rescue Loans: ShoreBank” Segment on PBS Leher News Hour
2007 October 24
Box 89
Additional Radio and TV Segments on PBS, Sirius Satellite Radio, WIND Radio Chicago 560
2007
Box 89
“ShoreBank's Rescue Home Program” WLS ABC7 News Segment
2008 December 18
Box 90
U-Matic Tapes
undated
Box 90
South Shore Bank Interviews
1988 June 23
Box 90
South Shore Bank Interviews
1988 July 10
Box 90
South Shore Bank Interviews
1988 July 10
Box 90
South Shore Bank Interviews
1988 July 10
Box 90
South Shore Bank Interviews
1988 July 10
Box 90
South Shore Bank Interviews
1988 July 12
Box 90
South Shore Bank Interviews with Mary Houghton
1988 July 12
Box 90
South Shore Bank Interviews
1988 July 12
Box 90
ShoreBank #1: Arkansas, Washington, Chicago, Russia, Sue McCann
circa 1986-1989
Box 90
ShoreBank #2: Sue McCann
circa 1986-1989
Box 90
Jeffrey Plaza Demolition
circa 1986-1989
Box 90
ShoreBank and Trust Interviews and Annual Meeting
3/30/1995
Box 90
Douglas Bank Raw Footage, unidentified cassette format
undated
VII
Oversized Material
1973-2008
Administrative Information
Description of Material

This series includes binders consisting of annual budgets, board briefing materials, and employee surveys. Two albums in box 91 may be of particular interest, as they chronicle a single development project through the 1970s and 1980s.

Box 91
Compendium of Research on South Shore Neighborhood
1973-1977
Box 91
71st Street Commercial Corridor Plans, Blueprints, and Photographs, Album 1
circa 1970-1989
Box 91
71st Street Commercial Corridor Plans, Blueprints, and Photographs, Album 2
circa 1970-1989
Box 92
Articles of Incorporation and Shareholders
1983
Box 92
Illinois Neighborhood Development Incorporation Reference Materials
1982-1984
Box 92
Joint Illinois Neighborhood Development Corporation and Affiliates Board of Directors Meeting Briefing Materials
1984
Box 92
Board Briefing Materials: 10-Year Retrospective and Future Strategic Options
1984
Box 92
Performance to Plan Group Meeting Materials
1999
Box 93
1999 Plans and Budgets
1999
Box 93
Application for Community Development Financial Institution Recertification
2000
Box 93
Lenders Best Practices Briefing Materials
2001
Box 93
2001-2003 Budgets and Plans
2001
Box 94
2002 Plans and Budgets
2002
Box 94
2003 Plans and Budgets
2003
Box 94
2004 Plans and Budgets
2004
Box 95
2005 Plans and Budgets
2005
Box 95
Building the ShoreBank Advantage Summary
2001-2002
Box 95
Building the ShoreBank Advantage Austin Team Reports
2002
Box 95
Grameen Bank Identification Report
1983
Box 96
ShoreBank Corporation: Board and Shareholder Briefing Materials
1997 January
Box 96
ShoreBank Corporation: Board and Shareholder Briefing Materials
1998 January
Box 96
ShoreBank Corporation: Board and Shareholder Briefing Materials
1998 June
Box 96
ShoreBank Corporation: Board and Shareholder Briefing Materials
2005
Box 97
Human Resources: Compensation Review
2005
Box 97
Employee Satisfaction Survey
1998
Box 97
Employee Satisfaction Survey
1999
Box 97
Employee Satisfaction Survey
2000
Box 97
Employee Satisfaction Survey
2001
Box 97
Employee Satisfaction Survey
2006
Box 97
Employee Satisfaction Survey
2008
Box 98
Marketing and Branding: First Branding Initiative
2003
Box 98
ShoreBank Branding Materials
2008
Box 98
South Shore Bank of Chicago Deposit Pouch
undated