Fonds F.0016 - The John Bertram & Sons Co. fonds

Title and statement of responsibility area

Title proper

The John Bertram & Sons Co. fonds

General material designation

    Parallel title

    Other title information

    Title statements of responsibility

    Title notes

    Level of description

    Fonds

    Reference code

    CA ON00395 F.0016

    Edition area

    Edition statement

    Edition statement of responsibility

    Class of material specific details area

    Statement of scale (cartographic)

    Statement of projection (cartographic)

    Statement of coordinates (cartographic)

    Statement of scale (architectural)

    Issuing jurisdiction and denomination (philatelic)

    Dates of creation area

    Date(s)

    • 1831-1987, predominant 1866-1930 (Creation)
      Creator
      John Bertram & Sons Co.

    Physical description area

    Physical description

    3 m of textual records ca. 180 photographs ca. 30 negatives 35 maps ca. 100 technical drawings 12 ribbons 2 printing plates The paper of several of the documents is very brittle. The newspaper in the fonds has been staining paper next to them. Several of the journals and notebooks show signs of mould and the bindings are very brittle.

    Publisher's series area

    Title proper of publisher's series

    Parallel titles of publisher's series

    Other title information of publisher's series

    Statement of responsibility relating to publisher's series

    Numbering within publisher's series

    Note on publisher's series

    Archival description area

    Name of creator

    Administrative history

    The John Bertram & Sons Company was established in 1886 and was dissolved in 1974. The business specialized in the manufacture of machinist tools and wood working machinery for mills and woodworking plants, including lathes, drills, bolt cutters, slotting machines, iron planners, sash and mould machines, scroll saws and others. By 1879, The John Bertram & Sons Company shifted some of its focus as demand for railway equipment grew. By 1888, the company was manufacturing both standard manufacturing machines, planers, shapers, drills, milling machines, in addition to specialized machine tools for the locomotive industry. This shift in production also resulted in the abandonment of the production of woodworking machines. John Bertram & Sons also produced large scale machinery for a number of large civil engineering projects including The Peterborough and Kirkfield lift locks. During the First World War, the John Bertram & Sons Company produced artillery shells for the British Government. The company also took on orders for designing large turbines for hydro-electric power plants. By the 1930's, John Bertram & Sons Company had taken to producing specialized machinery for use in mining. During the Second World War, John Bertram & Sons produced machinery used in the manufacture of armaments rather than producing shells as they had in the First World War. Following the war, the company expanded its lists of machines by producing rubber processing machines, hydraulic presses, and power presses. The company also produced small tools and dies based out of their Pratt and Whitney facility. The John Bertram & Sons Company had two predecessors; the first in 1860 was McDonald and McKechnie, a short lived partnership that produced a machine shop on Park Street in Dundas. After this shop burned down in 1861, Robert McKechnie formed a partnership with John Bertram and established the Canada Tool Works. This business continued until 1886 when Robert McKechnie dissolved his partnership and retired to private life. At this time, the business name was changed to the John Bertram & Sons Company, although it continued to use and be associated with the name Canada Tool Works. In 1905, the John Bertram & Sons Company merged with the Nile Bement Pond Co. and continued to operate under the name of the John Bertram & Sons Company. In 1926, after asking to be relieved of their interest in the company the Nile Bement Pond Co. sold their stock holdings of John Bertram & Sons back to the Bertram family, with Henry Bertram gaining control of the company. By 1951, the John Bertram & Sons Co. was sold to Russell Industries Ltd., a holding company. In the following years, the company was sold several times, until 1974 when it was purchased by Orenstein & Koppel Canada Limited. Orenstein & Koppel Canada Limited held John Bertram & Sons Co. until 1986 when the factory was closed and the company dissolved. John Bertram held the position of president of John Bertram & Sons Co. until his death in 1906 when his son Alexander Bertram assumed the presidency of the company. At this time, Alexander's brother Henry Bertram became secretary-treasurer of the company. After his appointment to the Canadian Shell Committee, Alexander Bertram resigned from leading the company and his brother Henry took active control of the organization's operations. In 1926, after the death of Alexander and the purchase of the companies stock from Niles Bement Pond, Henry Bertram officially became President and General Manager of John Bertram & Sons Co. After Henry Bertram, Graham Bertram took the presidency of John Bertram & Sons until the company was sold to Russell Industries Ltd. in 1951.

    Custodial history

    The fonds eventually came into the hands of the Bertram family until it was deposited in the Dundas Museum and Archives. The Bertram family made some additions and alterations to the records when they were in their custody. This is evident through some family records have entered the fonds from two sources: Henry Bertram and Janet Bertram Brown. Henry Bertram has made extensive notes on a number of records in the fonds indicating their historical significance to the family and to the business, as well as a few inventories of folder contents. Janet Bertram Brown has made a number of inventory lists that were photocopied and placed with the records. These lists and inventories by the Bertram family have been preserved with the records to show previous arrangements.

    Scope and content

    The fonds consists of correspondence, cancelled cheques, tax assessments and receipts, price lists, catalogues, sales orders, purchase receipts, articles of agreement, legal records (including copies of court records, subpoenas and writ of summons), stockholder records (lists of members and amounts of stocks held), Indentures, wage and time records, documents relating to the history of the company, articles of apprenticeship, pension plan records, employee, shop, and machine photographs, personal correspondence, copies of contracts and negotiations, patent records, blueprints for machines and for the factories, lists of machines, employees, sales, purchases, costs, hours, pay, published materials by the company (catalogues, company histories, materials for employees), records relating to artillery shell production, records relating to business trips, property records (including mortgages, tax assessments, indentures, deeds of land, court documents, ), maps, technical specifications for machines, printing plates, company brochures, company ribbons, logbooks, notebooks, company bylaws. The fonds contains a portion of the records of the John Bertram & Sons Company along with some of the records of its predecessors including McKechnie & Bertram. The organization of the records in the fonds was not clear, with some exceptions, when they were described by the archivist. The archivist has arranged the records in the fonds into series that reflect their function or form. When no clear arrangement was evident for the records, they were placed in chronological order within their defined series. There were some exceptions to this that will be listed here. Several series, including: Series 6 - Purchase Receipts 1866 - 1886; Series 5 - Correspondence 1866 -1936; Series 26 - Bertram Shell Production 1915 - 1918; Series 30 - Time Books; and Series 37 - Property Records 1831 - 1944 had an original order that could be detected and preserved. Series 6 - Purchase Receipts 1866 - 1886 was arranged alphabetically by location purchased from and then chronologically for each location. The Series 5 - Correspondence 1866 -1936 were arranged alphabetically by geographic location, with some deviations. The records for each geographic location in this series showed no coherent order and have been placed in chronological order. One folder in Series 5 - Correspondence 1866 -1936 was found arranged according to the date received, this folder was placed last in the series and the inventory includes the business names and geographic locations for each piece of correspondence in the folder. Series 26 - Bertram Shell Production 1915 - 1918 was entirely held in one binder that preserved their original order by type of shell produced and then chronologically within each sub division. Series 30 - Time Books appears to have been arranged alphabetically by employee name, with each book in chronological order for each employee. Series 37 - Property Records 1831 - 1944 were arranged in accordion file folders with chronological inventories listed on the outside, the items inside the folders were not preserved in this order however. Upon examination, no coherent order could be detected thus the original chronological order by property was restored. As noted above when later Bertram indexes or notes have been placed in the material they have been preserved. One series, Series 14 - Company Histories 1872 - 1987, showed considerable additional material added by Bertram family members. This material relates to the company and its history so the records have been preserved. Several of the series in this fonds contains materials that relate to other series or functions. The disassociated materials have not been reordered in order to preserve the apparent original order they are often in. In the series list found below these extraneous materials have been noted and linked to their appropriate functional series. A finding aid prepared by Janet Bertram Brown can be found in the Dundas Museum and Archives, showing one of the older arrangements of the records in this fonds. Fonds is comprised of the following series: Series 1 - McDonald & McKechnie Day Book Dundas 1860 -1863 Series 2 - Cancelled Cheques 1867-1873 Series 3 - Tax Assessments -McKechnie and Bertram 1869-1874 Series 4 - Price Lists 1869, 1873 -1874 Series 5 - Correspondence 1866 -1936 Series 6 - Purchase Receipts 1866 - 1886 Series 7 - Articles of Agreement 1876 - 1901 Series 8 - Dissolution of Partnership Between McKechnie and Bertram 1886 Series 9 - Annual and Monthly Statements 1902 - 1904, 1908 Series 10 - Company By Laws 1901 -1 905 Series 11 - Stockholder Lists 1940 Series 12 - Subpoena and Writ of Summons 1888 - 1889 Series 13 - Cost Analysis 187- Series 14 - Company Histories 1872 - 1987 Series 15 - Articles of Apprenticeship 1866 - 19-- Series 16 - Wage Leger 1872 Series 17 - Lists of Former Employees 1900 - 1948 Series 18 - Pension Plan 1940 - 1948 Series 19 - Union Submission 1947 - 1948 Series 20 - Molders and Founder Workers Union 1948 - 1955 Series 21 - Employee Photographs 1895 - 1953 Series 22 - Miscellaneous 1879 - 19- Series 23 - Handbooks and Materials for Employees 1944 - 1953 Series 24 - Factory Blue Prints 1886 - 1917 Series 25 - John Bertram Patents 1889 - 1911 Series 26 - Bertram Shell Production 1915 - 1918 Series 27 - Machine Lists 1915 - 1944 Series 28 - Publications Series 29 - Machine and Factory Photographs 18-- - 1955 Series 30 - Time Books Series 31 - Order Books 1899 - 1914 Series 32 - Price Books 1898 - 1946 Series 33 - Machine Shop Notebooks 1878 - 1909 Series 34 - Trip Records 1906 - 1939 Series 35 - Catalogues 1876 -1947 Series 36 - Stock Book 1865 - 1885 Series 37 - Property Records 1831 - 1944 Series 38 - Niles-Bement-Pond Co. New York Dimension Books 1912 - 1927 Series 39 - Printing Plates 1926

    Notes area

    Physical condition

    Immediate source of acquisition

    The fonds was aquired from the Bertram family.

    Arrangement

    Language of material

      Script of material

        Location of originals

        Availability of other formats

        Restrictions on access

        Open

        Terms governing use, reproduction, and publication

        There are no restrictions on the reproductin of the materials in this fonds.

        Finding aids

        None

        Associated materials

        Related materials can be found in: Henry Bertram Fonds, Alexander Bertram Fonds, Henry Graham Bertram Fonds, and the Bertram Family Collection.

        Related materials

        Accruals

        No furtehr accruals are expected

        General note

        6 catalogues 55 notebooks 6 trade journals 1 ledger 23 booklets 3 albums 1 calendar The photographs are both black and white and in colour.

        General note

        The newspapers have been placed in acid free paper enclosures to protect the other documents.

        Alternative identifier(s)

        Standard number

        Standard number

        Access points

        Subject access points

        Place access points

        Name access points

        Genre access points

        Control area

        Description record identifier

        Institution identifier

        Rules or conventions

        Status

        Level of detail

        Dates of creation, revision and deletion

        Language of description

          Script of description

            Sources

            Accession area