Inventory of the Sanford & Kelley Records In the New Bedford Whaling Museum Research LibraryProcessed by: Barbara E. Austen; machine-readable finding aid created by: Kermit DeweyFunds for processing this collection were provided by the National Endowment for the Humanities.Inventory of the Sanford & Kelley Records In the New Bedford Whaling Museum Research Library

Table of Contents

Historical Note

Scope and Content Note

Information for Researchers

Administrative Information

Description

Added Entries

Inventory of the Sanford & Kelley Records

In the New Bedford Whaling Museum Research Library



Title:
Sanford & Kelley Records
Date Span:
1882-1968
Creator:
Sanford & Kelley
Mss Number:
Mss 40
Extent:
4 linear feet
Abstract:
Financial records of New Bedford, Massachusetts, stockbrokers, 1882-1968.
Repository:
New Bedford Whaling Museum Research Library
Whaling Museum: (508) 997-0046
Maritime Curator/Librarian: (508) 717-6837

Historical Note

Samuel P. Burt, Gardner T. Sanford, and Charles Sampson Kelley formed the private banking firm of S. P. Burt & Company in New Bedford, Massachusetts on April 22, 1875. Upon Burt's death in 1884, the firm was reorganized as Sanford & Kelley, who sold stock for most of the major textile mills in the area, including Wamsutta Mills and the New Bedford Rayon Company, making them one of the leading banking and brokerage houses in the city of New Bedford. Charles Sampson Kelley (1846-1937), the more prominent of the two partners, was active in civic affairs in New Bedford, serving on the Board of Trade, the Protecting Society, and the Veteran Firemen's Association. He was also active in business, being instrumental in the organization and later reorganization of the New Bedford Cordage Company. His son, Charles Sampson Kelley Jr. (1879-1959), was also involved in civic activities and worked in the offices of Sanford & Kelley with his father, as did his son, Charles Sampson Kelley III (1912-2004). In 1938 or 1939, the firm merged into Tucker, Anthony & Co., which later became Tucker, Anthony and R. L. Day. The Kelleys continued to use the S. & K. ledgers for recording transactions with their clients.

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Scope and Content Note

Materials in this collection reflect the activities of Sanford & Kelley, stockbrokers active in New Bedford, Mass., between 1882-1968. Stock ledgers, 1916-1937, list for each company represented by Sanford & Kelley, individuals who purchased stock in those companies, while purchase, sale, and transfer ledgers, 1924-1952, contain accounts for individuals who made stock transactions through the brokers. Other Sanford & Kelley records encompass margin account ledgers, 1923-1968; cash books, 1937-1953; and certificates for stock purchased by the firm, 1882-1903.

Personal accounts of Sarah Kelley and Charles Sampson Kelley Jr., 1936-1959, include a cash journal of stocks and dividends and ledger sheets reflecting the settlement of Charles Sampson Kelley Jr.'s estate.

Arrangement of Collection

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Information for Researchers

Access to the Collection

Unrestricted. Consult librarian for an appointment.

Preferred Citation

New Bedford Whaling Museum Research Library Mss 40 [sub-group, series, sub-series, folder/volume as appropriate], [item]

Copyright Notice

The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted materials. The Privacy Act of 1974 (5 United States Code 552a) governs the use of materials that document private individuals, groups, and corporations.

Under certain conditions specified in the law, libraries and archives are authorized to furnish a reproduction if the document does not infringe the privacy rights of an individual, group, or corporation. These specified conditions of authorized use include:

- non-commercial and non-profit study, scholarship, research, or teaching
- criticism or commentary
- as a NBWM archives preservation or security copy for research use
- as a research copy for deposit in another institution

If the researcher later uses a copy or reproduction for purposes in excess of "fair use," the researcher is personally liable for copyright. privacy, or publicity infringement and agrees to indemnify the New Bedford Whaling Museum from any legal action as a result of the error. Permission to obtain a photographic, xerographic, digital, or other copy of a document does not indicate permission to publish, exhibit, perform, reproduce, sell, distribute, or prepare derivative works from the document without permission from the copyright holder and from any private individual, group, or corporation shown or otherwise recorded.

Permission to publish, exhibit, perform, reproduce, prepare derivative works from, sell, or otherwise distribute the item must be obtained separately in writing from the holder of the original copyright (or if the creator is dead, from his/her heirs) as well as from any individual(s), groups, or corporations whose name, image, recorded words, or private information (e.g. employment information) may be reproduced in the source material. The holder of the original copyright is not necessarily the New Bedford Whaling Museum. The New Bedford Whaling Museum is not legally liable for copyright, privacy, or publicity infringement when materials are wrongfully used after being provided to researchers for "fair use."

This institution reserves the right to refuse to accept a copying order if fulfillment of the order is judged in violation of copyright or federal or state privacy law. This institution also places restrictions on the use of cameras, photocopiers, and scanners in the research room.

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Administrative Information

Provenance

Records in this collection were given to the Old Dartmouth Historical Society by Charles S. Kelley Jr., 8 June 1943, and by Charles S. Kelley III, 20 September 1979.

Processing Information

Processed by: Barbara E. Austen, ca. 1982

Encoded by: Kermit Dewey, 26 March 2012

Funds for processing this collection were provided by the National Endowment for the Humanities.

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Description

Please Consult Research Library for Detailed Description of Collection

Sub-group 1: Sanford & Kelley Records, 1882-1903, 1916-1968 [4 linear feet]
Stock ledgers, purchase, sale, and transfer ledgers; margin account ledgers; cash books; and stock certificates.
Sub-group 2: Kelley Family Personal Papers, 1936-1959 [1.5 inches]
Cash journal and ledger sheets.

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Added Entries

Account books--New Bedford, Mass.--1916-1968
Brokers--Mass.--New Bedford
Brokers--Mass.--New Bedford--Accounting
Business records--Mass.--New Bedford
Businessmen--Mass.--New Bedford
Dividends--Mass.--New Bedford
Kehly family SEE Kelley family
Keiley family SEE Kelley family
Kele family SEE Kelley family
Keley family SEE Kelley family
Kelley family
Kelley, Charles Sampson III, 1912-2004
Kelley, Charles Sampson Jr., 1879-1959
Kelley, Charles Sampson, 1846-1937
Kelly family SEE Kelley family
Kely family SEE Kelley family
Kiely family SEE Kelley family
Killey family SEE Kelley family
Killy family SEE Kelley family
Margins (Security trading)
Preferred stocks--Mass.--New Bedford
Stock certificates--Mass.--New Bedford
Stock transfer--Mass.--New Bedford
Stocks--Mass.--New Bedford
Stocks--Prices--Mass.--New Bedford

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