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Investments

 Subject
Subject Source: Library of Congress Subject Headings
Scope Note: Annuities; Bonds; Mutual funds; Private equity; Securities; Stocks.

Found in 25 Collections and/or Records:

Alice Lea Spruance personal and business papers

 Collection
Accession: 1168
Abstract:

Alice Lea Spruance (1876-1967) was the daughter of Delaware governor Preston Lea (1841-1916) and his first wife Adelaide Moore (1846-1888). Since the 1770s, the Lea family were among the largest flour mill operators at the Brandywine Falls, north of Wilmington, Delaware. This collection of personal and business papers document Spruance's personal investments, a diversified portfolio of stocks and bonds that was managed by her relative Alfred E. Bissell (1903-1975) of Laird, Bissell & Meeds, brokers. Also included are descriptions, anecdotes, memoranda, and clippings relating to Wilmington and the Brandywine area, particularly the Brandywine Mills, the source of the Lea family's wealth.

Dates: 1879-1965

Anna Jacobson Schwartz collection of banking statistics for Pennsylvania and New York (microfilm)

 Collection
Accession: 0917
Abstract:

Anna J. Schwartz (1915-2012) was an American economist who worked at the National Bureau of Economic Research in New York City. The collection consists of a microfilm copy of an unpublished paper by Schwartz collecting banking statistics for the states of Pennsylvania (1829-1863) and New York (1831-1863), along with an extended essay describing their derivation.

Dates: 1829-1963, undated

Anthony Morris letterbook

 Collection
Accession: 0951
Abstract:

Anthony Morris (1766-1860) was a lawyer and merchant of Philadelphia. Morris was active in the East India trade. Morris's letters are largely concerned with business affairs, administration and sale of lands, and state politics. The letters date from 1800 to 1808.

Dates: 1800-1808

Anthony Morris letterbooks and ledger

 Collection
Accession: 1004-2
Abstract:

Anthony Morris (1766-1860) was a lawyer and merchant of Philadelphia. Morris was active in the East India trade. This collection includes two letterbooks and one ledger. The letterbooks are mostly concerned with his business affairs. The letters date from 1787 to 1800. His ledger includes household accounts and records of expenses on voyages to China, India and England. The ledger dates from 1800 to 1806.

Dates: 1787-1806

Artisans' Savings Bank of Wilmington, Delaware records

 Collection
Accession: 1099
Abstract:

Founded in 1861, the Artisans Savings Bank of Wilmington, Delaware assisted working people to save and make money available for home mortgages. This collection primarily consists of their financial records.

Dates: 1861-1960

Beaver Meadow Railroad and Coal Company stock transfer books

 Collection
Accession: 0669
Abstract:

Incorporated in 1830, Beaver Meadow Railroad & Coal Company transported anthracite coal mined in Beaver Meadow to Philadelphia markets. The company merged into the Lehigh Valley Railroad in 1864. Their records consist of stock transfer books in two volumes, dated 1833 to 1846 and 1861 to 1863, which list transactions of the company shares and changes in ownership.

Dates: 1833-1863

Bethlehem Steel Corporation records, 1892-1967

 Record Group
Accession: 1699Identifier: 1699-I.
Scope and Contents:

The records of the Bethlehem Steel Corporation are a series of fragments, lacking the complete runs of corporate and executive documents that normally comprise a business archive. The surviving records give a reasonable overview of the company's history and activities, but one which is lacking in depth.

Correspondence and memorabilia of its executive officers consist largely of material collected by Robert McMath, Vice President (Finance) and Secretary. These include organization papers, directories, annual and quarterly reports to the stockholders and internal statistical reports. McMath’s correspondence deals with an assortment of subjects, including those related to the financial downturn of the 1930s and its effect on business and industry. Other letters pertain to plant visits, construction activities, destruction of securities, financial progress of competing steel companies, investments, the benefits of free enterprise over communism, and Bethlehem’s contribution to World War II. Although the bulk of the letters are addressed to McMath, some are directed to Bethlehem Steel Chairman Eugene G. Grace and Charles Schwab.

There are bound collections of documents regarding major mergers and acquisitions and the issuance of stock and bond issues, these documents are most useful in tracing the evolution of corporate structure. Also from McMath's office are scattered legal files of which the most important is a transcript of testimony from the anti-trust proceedings barring the merger with the Youngstown Sheet & Tube Company in 1968.

Dates: 1892-1967

Charles Lukens Huston papers

 Collection
Accession: 1174
Abstract:

Charles L. Huston (1856-1951) was an executive in the family business, Lukens Steel, and was active in religious and civic affairs. His papers are primarily personal in nature and include fragmentary Lukens Steel records.

Dates: 1806-1951; bulk 1870-1951

E.I. du Pont de Nemours & Company, Secretary's Department records

 Collection
Accession: 1460
Abstract:

E.I. du Pont de Nemours & Company is a chemical company more commonly referred to as the DuPont Company, established in 1802. The Secretary’s Offices was raised to departmental rank on June 1, 1947. The Secretary’s Department was merged into the Legal Department on January 1, 1974. The records of the Secretary's Department are arranged in six series: Transcripts of annual stockholders’ meetings; Leases and agreements; Files on deceased board members; Records division; Stock records; Special committee on 150th anniversary.

Dates: 1904-1974

Elliiott, Johnson & Co. letters to Henry du Pont

 Collection
Accession: 1790
Abstract:

Elliott, Johnson & Co. was a well-known banking and brokerage firm of Wilmington, Delaware, in the late nineteenth century. Henry du Pont (1812-1889) was an American military officer and son of Eleuthère Irénée du Pont (1771-1834), founder of E.I. du Pont de Nemours & Co., and Sophie Madeleine Dalmas du Pont (1775-1828). The collection consists of two letters from Elliott, Johnson & Co. regarding the purchase of bonds in two Florida railroads, the Sanford & Lake Eustis Railroad Company and the Jacksonville, Tampa & Key West Railway Company.

Dates: 1887

Harvey family papers

 Collection
Accession: 1239
Abstract:

Thomas William Harvey (1795-1854) and his son, Hayward Augustus Harvey (1824-1893), were two important inventors in the arts of metalworking and metallurgy. The Harvey Steel Company constructed a furnace for making file and tool steel in Jersey City, New Jersey, in 1887. In 1889, the company erected a much larger plant near Brills Station in Newark, and expanded it into the treating of armor plate. Thomas W. Harvey is represented in this collection by a selection of documents covering his business career. These include deeds to family property. There are small amounts of correspondence regarding his inventions and the patent laws, including an "Essay upon Iron," affidavits regarding his screw machine, and sketches for several inventions. The papers of Hayward Augustus Harvey include copies of patents and drawings of his various inventions and documents arising from patent litigation. However, the bulk of papers concern the Harvey Steel companies and the Harvey process.

Dates: 1796-1913

Horace Holden Thayer, Jr. business records

 Collection
Accession: 0645
Abstract:

Horace Holden Thayer, Jr. (1878-1959) was a naval architect, mechinical engineer, and businessman. Between 1909 and 1914 Thayer worked for the Delaware Construction Company which was a building company, and a subsidary of the National Real Estate Trust Company, which provided loans and financing for the properties. This small collection consists of papers relating to Thayer's early work with the National Real Estate Trust Company and the Delaware Construction Co. These materials document the formation of the National Real Estate Trust Company and building specifications for the Delaware Construction Co. There is a small amount of papers related to the businesses of his father-in-law Thomas H. Savery (1837-1910), specifically the Harpers Ferry Paper Company and the Shanandeoah Pulp Company.

Dates: 1907-1964

John J. Raskob papers

 Collection
Accession: 0473
Abstract:

The collection documents Raskob's business and political careers as well as his personal life. The papers document significant aspects of the histories of E.I. du Pont de Nemours & Company and the General Motors Corporation during the first half of the twentieth century.

Dates: 1900-1956

Joseph Lincoln Gillson papers

 Collection
Accession: 2470
Abstract:

Joseph Lincoln Gillson (1895-1964) was the chief geologist for the DuPont Company's Development Department from 1929 to 1960. As chief geologist he traveled all over the world making explorations in search of sulfur, ilmenite, fluorspar, barytes, celestite, and other raw materials, as well as conducting investigations in search of ground water supplies, foundations, and general site studies. This is a small collection that consists of a set of notebooks and related documents from Gillson's time working for the DuPont Company, as well as a set of papers and related documents from consulting projects he did during his retirement.

Dates: 1915; 1934-1962

Margaretta Lammot du Pont correspondence

 Collection
Accession: 1443
Abstract:

Margaretta Lammot du Pont (1807-1898) was the wife of Alfred Victor du Pont (1798-1856), who worked for E.I. du Pont de Nemours & Co. This collection correspondence to du Pont from Joseph D. Reinboth, of Pennsylvania, and her grandson, T. Coleman du Pont (1863-1930).

Dates: 1888-1898

Pierre Samuel du Pont de Nemours letter to Joseph Jean Johannot

 Collection
Accession: 2127
Abstract:

Pierre Samuel du Pont de Nemours (1739-1817) was a French political economist, writer, publisher, and public administrator. This is a letter from du Pont de Nemours to his friend Joseph Jean Johannot (1748-1829), a Swiss banker living in Paris, regarding the receipt of a subscription.

Dates: 1803 November 24

Pierre Samuel du Pont de Nemours materials related to Madame de Staël (copies)

 Collection
Accession: 0360
Abstract:

Pierre Samuel du Pont de Nemours (1739-1817) was a French political economist, writer, publisher, and public administrator. These are three photocopies of items related to Madame de Staël. Anne Louise Germaine de Staël-Holstein (1766-1817), known as Madame de Staël, was a writer, philosopher, and politically engaged woman who survived the French Revolution and was exiled multiple times by Napoleon Bonaparte (1769-1821).

Dates: 1806-1814

Robert Lenox Belknap papers

 Collection
Accession: 1954
Abstract:

Robert Lenox Belknap (1848-1896) was a capitalist and financier of New York City. The Robert Lenox Belknap papers are a fragment saved by his descendants. The papers include Belknap's private letterbooks for the final years of his career (1892-1895), although 33 earlier volumes have been lost. They include both business and personal correspondence and give a good picture of the life of a New York financier of the second rank.

Dates: 1872-1895

Sarah A. Evarts papers

 Collection
Accession: 2164
Abstract:

Sarah A. Evarts (1833-1901) was one of many women who invested in the Woman's Land Syndicate in Chicago. The Syndicate sought a real estate project developed and managed by women, but ultimately failed. The papers consist of brochures, maps, and testimonial letters describing the work of the Syndicate and the prospects and new industries of the adjoining developments of South Waukegan and North Chicago.

Dates: 1892-1898

Savery family papers

 Collection
Accession: 1534
Abstract:

The Savery family of Chester County, Pennsylvania, produced two generations of eminent mechanical engineers. The Savery family papers consist primarily of those of Thomas H. Savery (1837-1910), his son William H. Savery (1865-1949), and William H. Savery's daughter Sara L. Savery (1897-1979) conerning the family papermaking machinery businesses, financial investments, and real estate activities documented through both personal and professional correspondence, business records, blueprints, and reports.

Dates: 1835-1960

Securities and Exchange Commission reports, 1935-1951

 Series
Accession: 1685Identifier: 1685-VI.
Scope and Content:

Consists of reports, data, and other material produced by Delaware Electric Power Co. for the Securities and Exchange Commission. Included in this series are annual financial reports (10-K forms) from Delaware Electric Power and cost estimates of operating companies separated by the Public Utility Holding Company Act of 1935. Most notable are documents regarding the surrender of stock by the United Gas Improvement Company to Delaware Electric Power by act of legislation, and the eventual separation of the latter company's utilities from its transit operations in 1941-1942. Accordingly, Russel S. Stoughton's purchase of Delaware Coach Co. in 1950-1951 is also represented.

Dates: 1935-1951

William C. Spruance miscellany

 Collection
Accession: 2589
Abstract:

William Spruance (1873-1935) was an electrical engineer and corporate officer in the DuPont Company. The collection contains letters about shares in the E.I. du Pont de Nemours Powder Company awarded under the company's bonus system.

Dates: 1905-1926

William du Pont, Sr. papers

 Collection
Accession: 2724
Abstract:

William du Pont (1855-1928) was an industrialist and member of the promienent du Pont family of Delaware, whose family business was the E.I. du Pont de Nemours & Company, also known as the DuPont Company which was a large manufacturer of gunpowder. He worked for the first DuPont dynamite manufacturer, Repauno Chemical Company, as secretary and treasurer (1880-1884) and after the tragic death of Lammot du Pont (1831-1884), as president (1884-1892). This small group of papers encompass both correspondence and various financial and investment accounts, largely covering his ten years spent in England after leaving the United States in 1893.

Dates: 1891-1905

Wilmington Savings Fund Society (WSFS) records

 Collection
Accession: 1155
Abstract:

The Wilmington Savings Fund Society was established in 1831 as a "safe depository for the earnings of working people" which also promoted the opportunity for homebuilding and lending money for home mortgages. Their records consist primarily of minutes and account books.

Dates: 1831-1964

Wilmington Trust Company records

 Collection
Accession: 2118
Abstract:

The Wilmington Trust Company is a financial institution that was started as a banking, trust, and safe deposit company for the du Pont family and other Delaware wealthy families. It is now a subsidiary of M & T Bank. The records contain some information on the workings of the Trust Department, but are more useful for the information they contain on the individual companies in which the department invested. It includes account reviews, responsibility reviews, and security reviews, but is largely investment analysis files, by company.

Dates: 1909-1958; Majority of material found within 1931-1954