First Ladies Investment Club (Bowling Green, Ohio) records
Collection Organization
The records of the First Ladies Investment Club of Bowling Green gives a comprehensive view of the operation of a mutual investment association for women, established in 1961. The series of minutes in the collection spans almost the entire history of the club, missing 1989-1990, and provides a detailed picture of the operation, stock purchases, and finances of the group.
More specific information about stock investment histories can also be found in the statements from the brokerage of McDonald & Company, with information covering the period from 1968 through 1988.
Additional material in the collection provides a look at First Ladies from the publicity generated by their successes, including articles and interviews that focus on the club and its activities.
Proceedings , 1961-2003
- Arrangement
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MINUTES; 1961-2003; typed and handwritten minutes including membership information, reports on stocks, and general meeting discussion topics
BY-LAWS/HISTORY; 1961, 1979, Undated; typed and mimeographed bylaws, with added compiled historical sketch and card with key dates and figures noted - Dates
- Creation: 1961-2003
Minutes, 1961-1969
- Dates
- Creation: 1961-1969
Minutes, 1970-1979
- Dates
- Creation: 1970-1979
Minutes, 1980-1988
- Dates
- Creation: 1980-1988
Minutes, 1991-1997
- Dates
- Creation: 1991-1997
Minutes , 1998-2003
- Dates
- Creation: 1998-2003
History/Agreement and bylaws, 1961, 1979
- Dates
- Creation: 1961, 1979
Correspondence , 1977-2002
- Dates
- Creation: 1977-2002
Resignation paperwork, letter of invitation, pay-out to members and to those resigning , 1977, 1981-1988, 1995, 2000, 2002
- Dates
- Creation: 1977, 1981-1988, 1995, 2000, 2002
Financial Documents , 1962-1988
- Dates
- Creation: 1962-1988
Treasurer's statements , 1984-1988
- Dates
- Creation: 1984-1988
Information on stocks-prices, dividends, shares owned, worth, etc., 1963-1984
- Dates
- Creation: 1963-1984
Stocks owned, Price history, 1962-1988
- Dates
- Creation: 1962-1988
Members monthly payments , 1971-1978
- Dates
- Creation: 1971-1978
Taxable Intangible Property Forms, 1984, 1985
- Dates
- Creation: Majority of material found within 1984, 1985
McDonald and Co. - Monthly statements, 1968-1973
- Dates
- Creation: 1968-1973
McDonald and Co. - Monthly statements, 1974-1977
- Dates
- Creation: 1974-1977
McDonald and Co. - Monthly statements, 1988
- Dates
- Creation: 1988
McDonald and Co. - Confirmation and statement of stock purchases, 1970-1977
- Dates
- Creation: 1970-1977
McDonald and Co. - Substitute Combined Statement for recipients of dividends, 1985-1988
- Dates
- Creation: 1985-1988
McDonald and Co. - Open order notices, 1986-1988
- Dates
- Creation: 1986-1988
Printed Material , 1985, 1992, n.d.
- Dates
- Creation: 1985, 1992, n.d.
NAIC information (including clippings on Peggy Schmeltz), 1992, n.d.
- Dates
- Creation: 1992, n.d.
Better Investing, All-Star Investment Clubs (article on First Ladies, p.26), September 1985
- Dates
- Creation: September 1985
Audio/Video Recordings , February 18, 1988
- Dates
- Creation: February 18, 1988
Videotape "Mom's Investment" - First Ladies interviewed on TV show "Home", February 18, 1988
- Dates
- Creation: February 18, 1988