Guide to the Santa Cruz Investment Company Collection

Overview +

DESCRIPTIVE SUMMARY

Collection Number

2013H.6.1

Creator

This collection was various members of the Santa Investment Company Board of Directors.  It was donated to the Santa Cruz Museum of Art and History in 2013 by Kathy Trent.

Extent

Number of Containers:  Three (3) Boxes
Linear Feet:  1.5 Linear Feet

Repository

Santa Cruz Museum of Art & History, Archives
705 Front Street
Santa Cruz, CA 95060

Abstract

This collection consists of the meeting minutes book (5/21/1930 – 12/12/1956) and the general (1937 – ), cash and loan ledgers (1930 – 1960) for the Santa Cruz Investment Company.  The book and ledgers provide details on who the Board of Directors were and the loans provided by the company.  The investment company became the Santa Cruz Savings and Loan in 1960 and later merged with World Savings then Wells Fargo.  This material is representative of Santa Cruz County business.

Location

The Santa Cruz Museum of Art & History, Santa Cruz, CA

Preferred Citation

The Santa Cruz Investment Company Collection, The Santa Cruz Museum of Art & History, Santa Cruz, CA

Publication Rights

All requests for permission to publish or quote from manuscripts must be submitted in writing to the head of Archives at MAH.  Researchers may be responsible for obtaining copyright permission to use material not produced by museum personnel.

Process By

G. Gardner

Date Completed

2013

Scope +

This collection consists of the meeting minutes book (5/21/1930 – 12/12/1956) and the general (1937 – ), cash and loan ledgers (1930 – 1960) for the Santa Cruz Investment Company.  The book and ledgers provide details on who the Board of Directors were and the loans provided by the company.  This material is representative of Santa Cruz County business.

Contents +

SERIES I.  SANTA CRUZ INVESTMENT COMPANY MINUTE BOOK (21 May 1930 – 12 December 1956)

One (1) Box

Series Scope and Content Summary

This series contains the meeting minute book for the Santa Cruz Investment Company. The first pages of this book include the ‘Articles of Incorporation’ for the Santa Cruz Investment Company. The initial Board of Directors were Morris J. Gates, Louis H. Wessendorf, Emmet C. Rittenhouse, Arthur R. Wood, George W. Wood, and Roy W. Bagby. The minute book details any changes to the Board of Directors but it appears that Morris J. Gates, Louis H. Wessendorf, and Emmet C. Rittenhouse were members of the board throughout this period. Most of the business of the company appears to be real estate loans, and some car loans, with most of the loans made prior to World War II.

List of Loans Made by Investment Company

Box ID#: Folder ID#

1

SERIES II.  GENERAL LEDGER (1937 – )

One (1) Folder

Series Scope and Content Summary

This series contains the General Ledger for the Santa Cruz Investment Company. This ledger provides information on the profits, losses, expenses, etc. for the company. There are also the payment ledger statements for some of the real estate loans the company provided.

Box ID#: Folder ID#

2:1

SERIES III.  LOAN LEDGER (1937 – 1972)

One (1) Folder

Series Scope and Content Summary

This series contains the Loan Ledger for the Santa Cruz Investment Company. This ledger provides information on the values of the specific assets and liabilities for the company. There are also the payment ledger statements for some of the real estate loans the company provided.

Box ID#: Folder ID#

2:2

SERIES IV.  CASH JOURNAL (1930 – 1960)

One (1) Box

Series Scope and Content Summary

This series contains the Cash Journal for the Santa Cruz Investment Company. This journal provides information on the dates and values for payments received, and dates and values for expenses, fees, etc.

Box ID#: Folder ID#

3