First Ladies Investment Club (Bowling Green, Ohio) records

 Collection – Multiple Containers
Identifier: MS-0761

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

 Series – Box 1
Arrangement

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

 File – Box 1, Folder: 1
Dates
Creation: 1961-1969

Minutes, 1970-1979

 File – Box 1, Folder: 2
Dates
Creation: 1970-1979

Minutes, 1980-1988

 File – Box 1, Folder: 3
Dates
Creation: 1980-1988

Minutes, 1991-1997

 File – Box 1, Folder: 4
Dates
Creation: 1991-1997

Minutes , 1998-2003

 File – Box 1, Folder: 5
Dates
Creation: 1998-2003

History/Agreement and bylaws, 1961, 1979

 File – Box 1, Folder: 6
Dates
Creation: 1961, 1979

Correspondence , 1977-2002

 Series – Box 1
Dates
Creation: 1977-2002

Resignation paperwork, letter of invitation, pay-out to members and to those resigning , 1977, 1981-1988, 1995, 2000, 2002

 File – Box 1, Folder: 7
Dates
Creation: 1977, 1981-1988, 1995, 2000, 2002

Financial Documents , 1962-1988

 Series – Box 2
Dates
Creation: 1962-1988

Treasurer's statements , 1984-1988

 File – Box 2, Folder: 1
Dates
Creation: 1984-1988

Information on stocks-prices, dividends, shares owned, worth, etc., 1963-1984

 File – Box 2, Folder: 2
Dates
Creation: 1963-1984

Stocks owned, Price history, 1962-1988

 File – Box 2, Folder: 3
Dates
Creation: 1962-1988

Members monthly payments , 1971-1978

 File – Box 2, Folder: 4
Dates
Creation: 1971-1978

Taxable Intangible Property Forms, 1984, 1985

 File – Box 2, Folder: 5
Dates
Creation: Majority of material found within 1984, 1985

McDonald and Co. - Monthly statements, 1968-1973

 File – Box 2, Folder: 6
Dates
Creation: 1968-1973

McDonald and Co. - Monthly statements, 1974-1977

 File – Box 2, Folder: 7
Dates
Creation: 1974-1977

McDonald and Co. - Monthly statements, 1988

 File – Box 2, Folder: 8
Dates
Creation: 1988

McDonald and Co. - Confirmation and statement of stock purchases, 1970-1977

 File – Box 2, Folder: 9
Dates
Creation: 1970-1977

McDonald and Co. - Substitute Combined Statement for recipients of dividends, 1985-1988

 File – Box 2, Folder: 10
Dates
Creation: 1985-1988

McDonald and Co. - Open order notices, 1986-1988

 File – Box 2, Folder: 11
Dates
Creation: 1986-1988

Printed Material , 1985, 1992, n.d.

 Series – Box 2
Dates
Creation: 1985, 1992, n.d.

NAIC information (including clippings on Peggy Schmeltz), 1992, n.d.

 File – Box 2, Folder: 12
Dates
Creation: 1992, n.d.

Better Investing, All-Star Investment Clubs (article on First Ladies, p.26), September 1985

 File – Box 2, Folder: 13
Dates
Creation: September 1985

Audio/Video Recordings , February 18, 1988

 Series – Box 2
Dates
Creation: February 18, 1988

Videotape "Mom's Investment" - First Ladies interviewed on TV show "Home", February 18, 1988

 File – Box 2, Folder: 14
Dates
Creation: February 18, 1988