Oregon Chai records, 1994-2005
Table of Contents
Overview of the Collection
- Creator
- Oregon Chai, Inc.
- Title
- Oregon Chai records
- Dates
- 1994-2005 (inclusive)19942005
- Quantity
- 2.4 cubic feet, (4 letter document cases; 1 slim letter document case; 1 flat box (16x20); 1 oversize folder (30x42))
- Collection Number
- Coll 553
- Summary
- Financial and marketing records of the firm Oregon Chai, along with press material about the company. Oregon Chai was a tea company that was founded in Portland, Oregon, in 1994, and sold to Kerry Foods in 2004.
- Repository
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Oregon Historical Society Research Library
1200 SW Park Avenue
Portland, OR
97205
Telephone: 503-306-5240
Fax: 503-219-2040
libreference@ohs.org - Access Restrictions
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Collection is open for research.
- Languages
- English
Historical Note
Oregon Chai was founded in 1994 in Portland, Oregon, by the mother-daughter team Theodora McMillen and Heather McMillen. The company quickly became successful, and in 2004 the McMillens sold it to the Irish firm Kerry Foods.
Content Description
The collection consists of records and publicity material regarding the firm Oregon Chai. The company's records include notes from its startup, incorporation papers, financial audits, investment documents, board minutes, and staff meeting notes. The collection also contains correspondence between Oregon Chai and other companies, including documents relating to Oregon Chai's sale to Kerry Foods; sales figures; marketing strategies; and advertising material. Press materials include articles which ran in trade magazines, and in publications such as Men's Journal, the Wall Street Journal, and the Oregonian. Additional materials include letterheads and unassembled Oregon Chai cartons and boxes.
Use of the Collection
Preferred Citation
Oregon Chai records, Coll 553, Oregon Historical Society Research Library.
Restrictions on Use
The Oregon Historical Society owns the materials in the Research Library and makes available reproductions for research, publication, and other uses. The Society does not necessarily hold copyright to all materials in the collections. In some cases, permission for use may require seeking additional authorization from copyright owners.
Administrative Information
Arrangement
Collection is arranged in five series: Series 1. Administrative records; Series 2. Dealings with other companies; Series 3. Marketing and sales records; Series 4. Press and publicity materials; Series 5. Other materials.
Acquisition Information
Gift of Theodora McMillen, May 2016 (Lib. Acc. 28827).
Processing Note
Processed by Susan Armitage and Jeffrey A. Hayes.
Separated Materials
Videotape cassettes were separated to Moving Image Collections, Oregon Historical Society Research Library. Model of Oregon Chai carton was separated to Museum Collections, Oregon Historical Society.
Detailed Description of the Collection
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Series 1: Administrative records, 1994-2004
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Description: Start-up notesDates: circa 1994Container: Box 1, Folder 1
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Description: License and incorporationDates: 1994Container: Box 1, Folder 2
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Description: Trademark registrationDates: 1994Container: Box 1, Folder 3
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Description: Small Business Administration loanDates: 1995Container: Box 1, Folder 4
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Description: DistributionDates: 1995Container: Box 1, Folder 5
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Description: WarehousingDates: 1995-1996Container: Box 1, Folder 6
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Description: Co-packerDates: undatedContainer: Box 1, Folder 7
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Description: Loan insuranceDates: 1996Container: Box 1, Folder 8
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Description: Non-disclosure papersDates: 1997-1998; undatedContainer: Box 1, Folder 9
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Description: Financial auditsDates: 1994-2001Container: Box 1, Folder 10
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Description: Early income and expense reportsDates: undatedContainer: Box 1, Folder 11
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Description: Investment decisionsDates: 1994-1997Container: Box 1, Folder 12
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Description: Venture capital strategiesDates: 1996; 1999Container: Box 1, Folder 13
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Description: Long-range planningDates: 1998Container: Box 1, Folder 14
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Description: Stock incentive planDates: 1999Container: Box 1, Folder 15
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Description: Shareholder meetingsDates: 1995; 2000-2004Container: Box 1, Folder 16
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Description: Shareholder meetingDates: 1999 June 28Container: Box 1, Folder 17
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Description: Board minutesDates: 1994-1998Container: Box 1, Folder 18-19
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Description: Staff meetingsDates: 1996-1998Container: Box 1, Folder 20
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Description: Job analysisDates: undatedContainer: Box 1, Folder 21
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Description: Employee job descriptionsDates: undatedContainer: Box 2, Folder 1
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Description: IngredientsDates: undatedContainer: Box 2, Folder 2
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Description: Ready-to-drink proposalsDates: undatedContainer: Box 2, Folder 3
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Description: Tests on Prisma Chai productDates: undatedContainer: Box 2, Folder 4
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Series 2: Dealings with other companies, 1994-2005
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Description: Starbucks proposalDates: 1994-1995Container: Box 2, Folder 5
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Description: Correspondence with Longbottom DistributorsDates: 1995Container: Box 2, Folder 6
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Description: Production agreement with Sunshine Dairy FoodsDates: 1995Container: Box 2, Folder 7
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Description: Sunshine DairyDates: 1995-1997Container: Box 2, Folder 8
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Description: Offer to purchase by Swander, PaceDates: 2002Container: Box 2, Folder 9
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Description: Sale to Kerry FoodsDates: 2004-2005Container: Box 2, Folder 10
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Series 3: Marketing and sales records, 1994-1998
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Description: Sales pitchesDates: undatedContainer: Box 2, Folder 11
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Description: Advertising ideasDates: undatedContainer: Box 2, Folder 12
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Description: ArtworkDates: undatedContainer: Box 2, Folder 13
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Description: Sales packetsDates: undatedContainer: Box 2, Folder 14
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Description: Small postersDates: undatedContainer: Box 2, Folder 15
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Description: "Feature Drink" kitDates: undatedContainer: Box 6, Folder 1
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Description: Posters and mobile displaysDates: undatedContainer: Box 6, Folder 2
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Description: Point of Sale advertisingDates: undatedContainer: Box 2, Folder 16
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Description: Advertising materials from scrapbookDates: undatedContainer: Box 3, Folder 1
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Description: Small facts sheetDates: undatedContainer: Box 3, Folder 2
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Description: Product descriptionsDates: undatedContainer: Box 3, Folder 3
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Description: Chai recipes for marketingDates: undatedContainer: Box 3, Folder 4
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Description: Cool Chai recipe cardsDates: undatedContainer: Box 3, Folder 5
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Description: Demo instructionsDates: 1995Container: Box 3, Folder 6
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Description: Sales figuresDates: 1996Container: Box 3, Folder 7
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Description: Sales projectionsDates: 1995; 1999Container: Box 3, Folder 8
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Description: SalesDates: undatedContainer: Box 3, Folder 9
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Description: Consumer and marketing analysisDates: undatedContainer: Box 3, Folder 10
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Description: Marketing analysesDates: 1998Container: Box 3, Folder 11
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Description: Sales data from Spence Information Services (SPINS)Dates: 1994-1998Container: Box 3, Folder 12
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Description: Marketing strategiesDates: undatedContainer: Box 3, Folder 13
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Description: Marketing letterDates: undatedContainer: Box 3, Folder 14
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Description: Customer lists and notesDates: undatedContainer: Box 4, Folder 1
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Series 4: Press and publicity materials, 1994-2005
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Description: Press releaseDates: 1994Container: Box 4, Folder 2
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Description: Press coverageDates: 1994-2005Container: Box 4, Folder 3
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Description: Daily Journal of Commerce articleDates: 1994 November 8Container: Box 4, Folder 4
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Description: Tonic articleDates: 1995 January 12Container: Box 4, Folder 5
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Description: Portland State University Daily Vanguard articleDates: 1995 March 8Container: Box 4, Folder 6
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Description: Wall Street Journal articleDates: 1995 June 21Container: Box 4, Folder 7
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Description: Newsweek articleDates: 1995 AugustContainer: Box 4, Folder 8
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Description: Oregon Business articleDates: 1997 AprilContainer: Box 4, Folder 9
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Description: Tea and Coffee Trade Journal articleDates: 1997 JulyContainer: Box 4, Folder 10
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Description: Inc. magazine articleDates: 1997 SeptemberContainer: Box 4, Folder 11
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Description: Portland Seen articleDates: 1999 JanuaryContainer: Box 4, Folder 12
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Description: San Francisco Chronicle articleDates: 1999 March 17Container: Box 4, Folder 13
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Description: Portland Business Journal articleDates: 1999 June 11Container: Box 4, Folder 14
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Description: Coverage in Skywest magazineDates: 2000Container: Box 4, Folder 15
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Description: Coverage in Inc. magazineDates: 2001 JanuaryContainer: Box 4, Folder 16
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Description: Miscellaneous articlesDates: undatedContainer: Box 4, Folder 17
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Description: Newspaper articles from Wall Street Journal, Business Journal, and the OregonianDates: 1995-2005Container: Box 6, Folder 3
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Description: Men's Journal articlesDates: 1996 April; 1997 SeptemberContainer: Box 6, Folder 4
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Description: TestimonialsDates: 2002Container: Box 4, Folder 18
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Description: Publicity materials from scrapbookDates: undatedContainer: Box 4, Folder 19
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Series 5: Other materials, circa 1994-2005
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Description: Article about chai in Fresh Cup magazineDates: 1998Container: Box 5, Folder 1
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Description: Product UPC codesDates: 1997Container: Box 5, Folder 2
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Description: PackagingDates: undatedContainer: Box 5, Folder 3
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Description: LetterheadDates: undatedContainer: Box 5, Folder 4
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Description: Alternative letterheadDates: undatedContainer: Box 5, Folder 5
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Description: LabelsDates: undatedContainer: Box 5, Folder 6
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Description: Table tentsDates: undatedContainer: Box 5, Folder 7
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Description: Oregon Chai stickersDates: undatedContainer: Box 5, Folder 8
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Description: Product Award stickersDates: undatedContainer: Box 5, Folder 9
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Description: Borders Books label for book "Nirvana in a Cup: The Founding of Oregon Chai"Dates: undatedContainer: Box 5, Folder 10
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Description: Unassembled cup sleeves and containersDates: undatedContainer: Box 6, Folder 5
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Description: Unassembled boxesDates: undatedContainer: Folder Oversize 1
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Names and SubjectsReturn to Top
Subject Terms
- Business enterprises--Oregon--Portland
- Tea trade--Oregon--Portland
Personal Names
- McMillen, Heather
- McMillen, Theodora Jo
Corporate Names
- Oregon Chai, Inc.
Form or Genre Terms
- business records
- clippings (information artifacts)
- magazines (periodicals)
