Account summaries, balance sheets, financial statements
- MS-2977
- Series
- 1933-1987
Part of Pemberton Holmes Ltd. fonds
The series consists of Pemberton & Son Ltd. and Pemberton, Holmes Ltd. financial records dating from 1933 to 1987. Records consist primarily of draft and final versions of profit and loss account summaries (consolidated, combined, departmental, comparative), balance sheets (departmental, consolidated, comparative, pro forma), trial balance sheets (general and departmental), comparative statements of fiscal years, summaries of operations, and financial comparisons, as well as related notes, working papers, calculations, correspondence, inter-office communications and memoranda. The series also consists of records related to the financial transition made when the partnership of Pemberton & Son incorporated in 1933.
The series also consists of copies of the company's official financial statements for 1936-1941, 1947, 1951-1957, and 1973-1987 (excluding 1986), as well as correspondence related to the financial statements and president's reports or remarks on the financial statements. A 1935 financial statement for Pemberlea Ltd. is also included. Financial statements are arranged chronologically starting in 1941.
Other records in the series include schedules of shareholders' loans, lists of securities, statements of capital surplus, staff and salesman production monthly totals, lists of insurance accounts outstanding, action plans for accounts, an application of funds statement, lists of real estate sales, departmental cash analysis, lists of financial procedures, inventory statements, daily advice sheets and sales reports, minutes and agenda for board of directors meetings, and inventory write-off lists.