□lllliOIIIIIIHIIIIIIHIIIIIIEIIIIIIHIIIIHS £ £i SS Hi £i 1*?®* April 1, 1976 - March 31, 1977 The Essex Institute Annual Report April 1, 1976 — March 31, 1977 ESSEX INSTITUTE ANNUAL REPORT April 1, 1976-March 31, 1977 OFFICERS (As of June 1, 1977) Richard S. West (1967), President Andrew Oliver (1971), Senior Vice-President Peter B. Seamans (1972), Second Vice-President Edward C. Johnson, 3rd (1967), Third Vice-President Ernest S. Dodge (1951), Fourth Vice-President Albert Goodhue (1954), Secretary Edward H. Osgood (1969) , Treasurer COUNCIL (As of April Term expires 1978 Mrs. Paul T. Haskell Mrs. Bertram K. Little Willoughby I. Stuart Charles S. Tapley Term expires 1979 Albert Goodhue Edward C. Johnson, 3rd Richard S. West David P. Wheatland Ex Offic Mrs. Wilbur T. Moulton, Chairman, 19, 1977) Term expires 1980 Mrs. W. Benjamin Bacon W. Hammond Bowden Frank McQ. Gring Robert W. Lovett Term expires 1981 Randolph P. Barton Cornelius C. Felton H. Gilman Nichols The Hon. William L. Saltonstall Ladies Committee (October 1975) (Dates after names indicate original election to Council) Annual Report 2 Committees (As of April 19, 1977) The president is a member of all committees and the director is an ex-officio member EXECUTIVE COMMITTEE, SPECIAL Richard S. West, Chairman Albert Goodhue Edward C. Johnson, 3rd Andrew Oliver Edward H. Osgood Peter B. Seamans Bryant F. Tolies, Jr., ex-officio FINANCE COMMITTEE, STANDING Edward H. Osgood, Chairman Edward C. Johnson, 3rd Richard S. West LIBRARY COMMITTEE, STANDING Robert W. Lovett, Chairman W. Hammond Bowden Sargent Bradlee Nathaniel Coolidge Caroline Shillaber Charles S. Tapley LADIES COMMITTEE Mrs. Wilbur T. Moulton, Chairman MUSEUM COMMITTEE, STANDING Edward C. Johnson, 3rd, Chairman Mrs. W. Benjamin Bacon Dr. Catherine Coolidge-'- Albert Goodhue James R. Hammond Mrs. Paul T. Haskell Bartlett Hayes, Jr. Stuart W. Pratt David P. Wheatland MAINTENANCE COMMITTEE, SPECIAL Albert Goodhue, Chairman Gordon Abbott, Jr. 2 James H. Ballou Randolph P. Barton Mrs. Emerson T. Oliver Earl P. Phinney Stanley M. Smith Charles A. Steward PUBLICATIONS COMMITTEE, STANDING W. Hammond Bowden, Chairman Frederick S. Allis, Jr. Ernest S. Dodge Mrs. Bertram K. Little Andrew Oliver Rollo G. Silver J. P. Spang III DEVELOPMENT COMMITTEE, SPECIAL Mrs. W. Benjamin Bacon, Chairman Cornelius C. Felton, Jr. Byron M. Getchell Frank M. Gring Edward C. Johnson, 3rd^ Mrs. Henry L. Mason Dr. & Mrs. Joseph Zelinski LEGAL COMMITTEE, SPECIAL Peter B. Seamans, Chairman Robert S. Pirie Richard S. West EDUCATION COMMITTEE, SPECIAL Albert Goodhue, Chairman Richard S. West NOMINATING COMMITTEE Mrs. W. Benjamin Bacon, Peter B. Seamans Edward C. Johnson (As Chairman HONORARY CURATORS of April 19, 1977) Honorary Curator of Silver Honorary Curator of Costumes Honorary Curator of Dolls Honorary Curator of Furniture and Pewter Honorary Curator of Military Collections Honorary Curator of Horticulture Martha Gandy Fales John R. Burbidge Madeline 0. Merrill Dean A. Fales, Jr. Malcolm Johnson Daniel J. Foley 1 Resigned 1/26/77 2 Resigned 2/7/77 3 Resigned i 7/27/76 Annual Report 3 STAFF April 1, 1976 - March 31, 1977 Bryant F. Tolies, Jr., Director LIBRARY Librarian Bryant F. Tolies, Jr. Associate Librarian Robinson Murray III* 1 Assistant Librarian Miss Mary M. Ritchie Reference Librarian Mrs. Arthur R. Norton Manuscript Librarian Barbara Adams Blundell Administrative Assistant Marylou Birchmore Library Interns Blaine Edele (Gordon College) Steven Schier (Salem State College ) Library Volunteers Ms. Elizabeth Beston E. Donald Carlin Walter Drogue Ms. Ludovine Hamilton Mrs. Margaret Harney Mrs. Thelma Jenney Ms. Katherine C. Little Ms. Susan McLean Robert Moulton Mrs. Susan Murray Mrs. Barbara Sanders Miss Caroline Shillaber Mrs. Laurie Tobin Otto Poeschel^ MAINTENANCE Superintendent Albert R. Fromberger1 Ray K. Moore^ Assistant Superintendent Louis F. Tellier Consultant - t; Ray K. MooreJ Housekeepers Mrs. Edward F. Marquis Mrs. James McIntosh Constables * George Crowdis Joseph Demeule^ * Reginald M. Mclntire Harold J. Shallow Maintenance Assistants Joseph Hennessy7 Robert Hussey^ Peter Voyantzis^ Maintenance Volunteers William M. Houghton Mrs. Stella Markowicz MUSEUM Curator Anne Farnam10 Mrs. Gilbert R. Payson11 1 2 3 4 5 Assistant Curator * John Hardy Wright Registrar Margaret A. Holsten Print Cataloguer Bettina A. Norton1^ Museum Assistant * Miss Mary Silver Smith Administrative Assistants Cynthia Cetlin13 Jane D. Crawford1^ l R M. Perry McIntosh-1--' Ptrt time 1. 8/1/76 2. Died 10/76 3. 10/18/76 4. Resigned 10/1/76 5. 10/1/76 6. City of Salem Constable 7. CETA 6/2/75-5/28/76 8. CETA 7/1/75-5/14/76 9. CETA 7/6/76-12/31/76 10. 6/1.76 11. Became Research Associate 6/1/76 12. Part time 1976 Full time 1977 13. 3/28/77 14. 10/15/76-6/1/77 15. Resigned 2/18/77 Annual Report 4 MUSEUM (cont.) Boston University American Studies Scholars Ms. Susan Geib 17 Robert C. Stewart House Guides *+Ms . Sally Bloomberg *+Ms. Lisa Doyle *+David Gavenda *+Robert L. Howie, Jr. *+Ms . Honor Hull *+James Kerr *+Mrs . Montgomery Merrill *+Mrs . Henry Morehouse * Mrs. Ray K. Moore House Custodians Mrs. H. H. Gibson, Jr. Mr. and Mrs. Donald F. Hunt^ Mr. and Mrs. Ray K. Moore ^ Mr. and Mrs. Robinson Murray III Mr. Albert R. Fromberger^-'- Museum Volunteers - 22 Ms. Jane Crawford COORDINATOR OF COMMUNITY RELATIONS * Mrs. Alvin Shutzer Community Relations Volunteers Mrs. Hazel K. Carlin E. Donald Carlin^ Ms. Jane Ingalls William Rich^ Mrs. Abigail Wyman COORDINATOR OF EDUCATION * K. David Goss Education Volunteers E. Donald Carlin Ms. Linda Cheever Bryan Harpine William Rich Ms , Donna Rinehart ADMINISTRATION Business Officer Charles A. Steward Assistant Treasurer * Peter Doran Assistant to the Director Mrs. Lincoln D. Richardson Office Manager Mrs. Irving J. Duffy Administrative Assistant Mrs. Hugh Nelson Administrative Receptionist - - 7C - Mrs. Peter B. Ward^-* * i Supervisor on Weekends Joseph E. Crowley26 Acting Weekend Supervisor William Allen27 Tellers * Miss Elizabeth Allen * Miss Pamela Fillos * Miss Karen Mayfield Office Volunteers * Mrs. Wilbur T. Moulton * Ms. Janice Matula * Part time 16. 1976-77 22. 1/15/76-10/15/76 + Temporary 17. 1976-77 23. Until 10/29/76 18. Resigned 7/15/76 24. Until 10/29/76 19. Resigned 10/1/76 25. Full time after 9/7/76 20. 8/1/76 26. On leave of absence 10/9/76 21. 10/18/76 27. 10/9/76 Annual Report 5 ESSEX INSTITUTE 1976 LADIES COMMITTEE 1977 Mrs. W. Benjamin Bacon Mrs. John Ballou Mrs. A. Pevear Barton Mrs. George E. Benson Mrs. Henry P. Binney, Jr Mrs. Philip W. Bourne Mrs. James W. Bowers Mrs. Richard Bowman Mrs. Richard P. Breed Mrs. William J. Breed Mrs. Francis Brown, Jr. Mrs. Gordon L. Brown Mrs. H. Glover Butler Mrs. Allan M. Chagan Mrs. Patrick Conley Mrs. Earl F. Cook Mrs. William R. Creamer Mrs. Lee A. Dimond Mrs. Alfred M. Donovan Mrs. W. Sidney Felton Mrs. Allyn Fields Mrs. Catherine Gill Mrs. Albert Goodhue Mrs. C.A.B. Halvorson Mrs. Paul T. Haskell Mrs. Henry H. Hazen, Jr. Mrs. Owen E. Hearty Mrs. Richard D. Hill Mrs. Sherman Holcomb Mrs. William M. Houghton Mrs. Robert Howie Mrs. E. Randall Jackson Mrs. Claude K. Jones Mrs. Leonard B. Kilgore Mrs. Peter Kimball Mrs. Richard A. LeBel Mrs. Richard D. Lemmerman Mrs. Vincent Lyness Mrs. Harvey L. Macauley Mrs. Wilfred Marchand Mrs. James A. Marsh Mrs. Bertram T. Martin Mrs. Henry L. Mason Mrs. Eric N. Meakin Mrs. Robert R. Minturn Mrs. Leon Monnier, Jr. Mrs. James A. Morrison Mrs. Wilbur T. Moulton Mrs. Bradley P. Noyes Mrs. Emerson T. Oliver Mrs. Robert L. Osgood Mrs. Robert W. Osgood III Mrs. Edward L. Peirson Mrs. Drayton Phillips Miss Molly Pitcher Mrs. Joseph C. Roper, Jr. Mrs. David C. Ross Mrs. Richard Russell Mrs. James F. St. Clair Mrs. Francis P. Scully, Jr Mrs. Robert R. Shapiro Mrs. Benjamin Shreve Mrs. William A. Slade, Jr. Mrs. Clark R. Smith Mrs. Dwain B. Smith Mrs. Bryant F. Tolies, Jr. Mrs. Robert G. Young Mrs. Joseph J. Zelinski Annual Report ESSEX INSTITUTE - LADIES COMMITTEE 1976 - 1977 ASSOCIATES Mrs. Douglas F. Allen Mrs. Lewis C. Copeland Mrs. Frederick J. Davis Mrs. Ralph H. Doering, Jr. Mrs. William D. English Mrs. Frank McQ. Gring Mrs . John Hand Mrs. Carter Harrison Mrs. John Hassell Mrs. John Haug Mrs. Harry Houlberg Mrs. F. Corning Kenly, Jr. Mrs. Philip H. Lord Mrs. Edward P. Parker Mrs. William H. Robinson, Jr. Mrs. James I. Summers Mrs. Richard Thorndike Mrs. Richard West Mrs. David P. Wheatland Annual Report 7 REPORT OF THE PRESIDENT I am happy to be able to report that the Essex Institute has completed its 129th year, which coincidentally was also the bicenten¬ nial year, with exhibits and lectures and publications befitting such an important period in our country's history. The two most noteworthy lectures were the Parker Lecture given by Mr. Dan Rather and the Lyceum Lecture delivered by the Honorable Kevin Harrington. Special exhibits included "Dolls and Toys at the Essex Institute," "The Arts and Crafts Tradition in Essex County," "Elections of Past Presidents," Centennialism: Views of American Celebrations," and "Signs for Shops, Towns, and Wares." We have received important museum acquisitions such as the portrait of William Lloyd Garrison by William Swain of Newburyport through the generosity of the Willoughby Stuart Fund, and the gift of the Pickering tankard through the generosity of Mrs. Sally Parker Barton. None of the foregoing would have been possible without the financial backing of past and present supporters and the devoted attention by staff. Ladies Committee, and many volunteers. To this large group, on behalf of the Council and the membership, may I say "thank you." As always, there are more things that we would like to do than we can possibly finance through our return on endowment. Our deficit has been brought down to a figure that is higher than we would like but manageable for the short term. Nobody, particularly a New England¬ er, likes deficit financing. With inflation what it is and the price of goods and services going up, we are faced with the ever-present problem of either cutting services back, which can be self-defeating, or finding new ways to add to our income. I will speak in more detail in this regard later, but at this point I would like to mention that specific grants again from the federal and state agencies, city gov¬ ernment, foundations, and generous benefactors have been a very real help in this struggle. The roof on the Plummer Hall complex has been renewed and accounted for as a capital expenditure at a cost of $31,000 less a federal grant of $8,300. This type of repair work to our old buildings will have to continue, unfortunately, and will have to be met as best we can. Not to be gloomy, but to be honest, I can foresee in the next five years our having to spend on the average of $25,000 a year for this type of project. While on the subject of finance, I wish to make particular men¬ tion of three bequests: one from Mrs. Sally Batchelder, one from Ruth H. Allen, and another from Dr. Edward B. Rushford. To their families I wish to formally acknowledge that through their generosity to this institution, these benefactors will be remembered by future generations . Annual Report 8 Last year we adopted some amendments to our by-laws which, among other things, gave definitive terms to the elected officers and members of the Council. I would like to acknowledge the devoted service of three people who, because of by-law changes, are rotating off of the Council this year. Ernest S. Dodge, who first joined the Council in 1951, has given long and devoted service to this institution. By having him on our board, we have been able to keep in close liaison with our sister institution,- the Peabody Museum. To James R. Hammond, who was first elected to the Council in 1968, I wish to accord special thanks for his devoted interest in the upkeep and refurbishing of the gounds and buildings. Towards the end of seeing to the preservation for future generations of the buildings, we all owe Jim a great debt of thanks. Sargent Bradlee joined the Council in 1970. He has devoted countless hours to the library and the museum. His comments at Council meetings have always been of great help. We sincerely hope that Messrs. Dodge, Hammond, and Bradlee will continue to give us their helpful comments through membership on vari¬ ous committees. The Institute could not have the high esteem it has in the aca¬ demic and museum world if it were not for the fine work of our staff. I always feel a deep sense of pride and gratitude when outsiders re¬ lay compliments about the Institute and the people who work here. On behalf of the membership, I want to formally thank all of the Insti¬ tute staff for the job they are doing — it is appreciated! Ray Moore has been superintendent of our buildings for the last thirty years. With his good wife Polly, who has done stalwart ser¬ vice as a guide, they have this year moved from the Pingree House to their own apartment in Salem and now serve in an advisory capacity to the Institute. Our thanks to the Moores for their devoted service to the Institute is very great. We look forward to their being with us for many years to come. This is the midpoint in my term as your president. In the last two years many new staff appointments have been made, and there has been a period of great change. I am proud of what has been accomp¬ lished, and I look with great anticipation to the future. There is no question that we have got to increase our income from sources other than endowment, and I propose to devote a good deal of my time in the future towards this end. It is my belief that there are several areas that need exploration, such as the expansion of our gift shop, and the reproduction of some of our treasures. Another area is the Annual Report 9 increase of of the endowment of our houses. Another possible source of additional income is increased attendance. Without enlarging our overhead, we could easily handle 15,000 additional patrons a year. I alluded earlier to the fact that the nature of our physical establishment being what it is, every year we will have to make sub¬ stantial payments on the upkeep of our buildings in the form of new roofs, improved security, painting, and other needs. The treasurer has made a study of what we would require to properly endow our houses, and he has come up with a figure of three-quarters of a mil¬ lion dollars. It is my opinion that perhaps rather than go out for straight endowment, it might be more advantageous to form groups which would be know as "friends of" each of the houses, and to try to stimulate their preservation through such groups who, through family connections or other reasons, have an interest in a particular property The 1976 tax law revision has some very interesting tax benefits that enable owners of historic properties to restore them rather than to tear them down or rebuild. This is an important area for us to explore In closing, I feel that we have had an eventful and stimulating year, and I lock forward to the future with optimism. Respectfully submitted, RICHARD S. WEST President Annual Report 10 REPORT OF THE DIRECTOR It gives me great pleasure to present to our membership and friends my third annual report as director of the Institute. The bicentennial year was, as expected, an extremely full and productive one for our organization. 1976-77 saw us achieve a high level of activity in many areas — events, exhibitions, acquisitions, publica¬ tions, membership, grants solicitation, physical plant projects, and most importantly, in longer-range planning. Frankly, after all of this, we feel a bit tired! However, we have no intention of losing our momentum — we have much exciting work to accomplish ahead! The charge of historical societies and museums in the United States today, including the Institute, is to serve and to benefit an ever- increasing public and to be more responsive to its cultural and edu¬ cational needs. Through the pursuit of this admirable goal, the In¬ stitute will remain a viable socio-cultural and intellectual force in metropolitan Boston, with its financial underpinnings sound, shored up by additions to endowment and increases in nonendowment income. To this, our current mission, we are very much dedicated. My appreciation is owed to many individuals who helped make the bicentennial year so successful. To begin, I would like to express my deep thanks to the staff for faithful service performed, often under hectic circumstances. Additional gratitude is due our members and friends for their kind financial support — both restricted and un¬ restricted gifts exceeded the totals for 1975-76. I owe additional thanks to the many donors to our museum and library. I am equally grateful for the volunteer time contributed by the Ladies Committee, the summer house guides, and the departmental assistants. As sup¬ plements to our regular staff, these people make possible many pro¬ jects and programs that without them could not be implemented. Much praise to you all! Two years ago, for the first time in its long history, the Ins¬ titute undertook a broad program of grants solicitation with federal and state agencies and private foundations. Our efforts in this in¬ creasingly vital area did not go unrewarded. Again during this past year we sought funding assistance for various proposals, nearly doubling over 1975-76 our total grants received, to over $20,000. Among those agencies or foundations awarding grants (most of which required matching funds) to the Institute were: the McCarthy Family Foundation Charitable Fund, the National Endowment for the Arts, the Massachusetts Council on the Arts and Humanities, the Salem Marine Society and the Atwater Kent Foundation. Inevitably, as budgetary circumstances dictate, we will continue to be dependent upon such outside sources of funding. Annual Report 11 In the area of membership, we persisted in our efforts to add to the corporate/institutional category and succeeded in raising our total number by over fifty percent to thirty-two. During the coming year we will attempt to add more individual and family members to our rolls through a low-keyed program of selective solicitation. Within the past six months a new $100 "Benefactor" category was established, and we hope to attract several new members of this type during the coming year. The bicentennial year at the Institute was highlighted by what we believe to be one of the most interesting events schedules in re¬ cent memory. Heading a distinguished group of speakers were Dan Rather, CBS News correspondent, the Honorable Kevin B. Harrington, president of the Massachusetts senate, Clement E. Conger, curator of the White House, and Alec Clif ton-Taylor , English historian. The latter two lecturers were sponsored by the Ladies Committee. With the assistance of other speakers (see "Calendar of Events") we opened the Andrew-Saf ford House to the public on a regular basis, launched two new publications, and opened two museum exhibitions. Musical pre¬ sentations also graced our schedule. In conjunction with our exhi¬ bition on the arts and crafts movement in Essex County, the annual winter film series had as its theme the origins of the motion pic¬ ture industry in the United States. During the fall we presented our first "Young Collectors" lecture series on early American furniture styles. In June we received national media coverage when a special sealed box containing a suit of clothes worn at the 1876 Philadelphia Centennial Exposition was opened at a staff and Council tea. In ad¬ miration of this idea, we prepared our own bicentennial box of suitable historical objects to be opened a century from now! It has been safely placed in our Plummer Hall museum storage area. Staff. Several important staff changes occurred during 1976-77* In June, Huldah Payson, after nineteen years as curator, assumed new responsibilities as researfch associate in the museum, and Anne Farnam, formerly associate curator, was named the new curator. Jane Crawford, a part-time house guide, was appointed museum assistant early in the year. Robinson Murray joined us in August as associate librarian, while Ronald Quilici was hired in November as a special consultant to catalogue the Pingree Papers, thanks to generous support from members of the family. One of the most significant events of the year was the retirement in September of Ray Moore, who had served as superin¬ tendent of maintenance for thirty years. His wife, Polly, guided for many years in the Pingree House, where they resided. Mr. Moore's successor, Albert Fromberger, became a member of the staff in October after nine years as superintendent of "Olana," the Frederick E. Church estate near Hudson, New York. During the year the maintenance depart¬ ment was assisted by short-term staffers assigned by the City of Salem under the Comprehensive Employment Training Act. William Allen aided our regular constable corps by capably filling in as a weekday con¬ stable and weekend supervisor. David Goss came to us in November as Annual Report 12 the new half-time coordinator of education. Library and museum stu¬ dent internship programs were continued most happily with Boston University, Gordon College, and Salem State College. The contribu¬ tions of the student interns were considerable, and these people provided a stimulating "breath of fresh air" to the Institute working environment. Physical Plant Improvements and Maintenance. Our major physical plant project this past year, the reroofing of Plummer Hall, was ac¬ complished with the aid of an historic preservation grant from the Massa chusetts Historical Commission. Thanks to our C.E.T.A. personnel, our interior room and exterior fence-painting programs were continued for our historic house properties. Insect inspection and control was car¬ ried out in all of our major buildings and outbuildings, in some cases, so far as can be determined, for the first time ever. A new double- faced signboard was installed in front of the main complex to better advertise our events and activities to passers-by. A gift from the Ladies Committee permitted us to install a new movie and slide screen in our auditorium, and to purchase much-needed new projection equip¬ ment. The Ladies Committee-funded house-lighting project, initiated in 1976 and nearing completion, focused on the John Ward House, the Gardner-Pingree House, the Gardner-Pingree Barn, and the Lye-Tapley Shoe Shop. Our principal physical plant projects for the forthcoming one-to-f ive-year period include: the reroofing of the Peirce-Nichols House; the reroofing of the Andrew-Saf ford House; the reroofing and exterior painting of the Assembly House; the exterior painting and staining of the John Ward House; renovation work on the portrait gal¬ lery in Plummer Hall; the upgrading of the heating system in the main complex; and the insulation of the main complex attics. Currently, the Council and I are seeking funds to implement the first two listed projects as soon as possible. Clearly there is much to be accomplished entailing a large capital expense outlay, but with the help of our members and friends we will be equal to the task. Supplemented by our C.E.T.A. employees, our regular maintenance staff and volunteers performed yeoman service in keeping our buildings and grounds in excellent condition. We are grateful for what has be¬ come an annual habit. Museum and Houses . Despite a slump in summer bicentennial visi¬ tation at Boston-area museums, our museum and house admissions totaled over 45,000, only slightly less than in 1975-76. We are optimistic about the approaching summer season v\hen we expect admissions in this area will rebound to previous annual levels. Special groups, many of which came to sample our school visitation program, accounted for an impressive percentage of our total visitation. Our volunteer house guides again came through handsomely for the museum — 70 of them gen¬ erously gave nearly 2,100 hours of their time to the interpretation of our residential properties. Annual Report 13 Nearly 100 objects have been accessioned by our registrar since the last annual report appeared. By far the most important purchased acquisition was an oil portrait of the liberal reformer, William Lloyd Garrison, painted by William Swain (1803-1847) of Newburyport in 1825. The only known youthful representation of Garrison, the painting came to the Institute by the use of income generated by the Willoughby H. Stuart, Jr. Fund. Two other purchases worthy of mention were a minia¬ ture portrait (c . 1850-1860) on ivory of the Reverend Brown Emerson, D.D. of Salem, and a rare lithographic political cartoon, "Conquering Prejudice" (c. 1851) . Among the most significant gifts were: a silver tankard (c. 1700) made by Edward Winslow (1669-1753) of Boston for Captain William Pick¬ ering of Salem, from Mrs. Robert B. M. Barton of Marblehead; a dwarf cabinet and a parlor table in the French Renaissance style (accompanied by a bill of sale) made by Israel Fellows of Salem in 1869, from Warren and Madeleine Bubier of Providence; forty-nine silver miniature toys (previously on loan), from Dr. Franklin McDuffie of Rochester, Minne¬ sota; a watercolor (1975) of the Institute's Andrew-Saf ford House by Marilyn Fallon, from Sargent Bradlee; a portrait (1847) of Eliza J. Trask by Charles Osgood, from Alexander S. Dalton; a collection of tenth-anniversary tinware (1883), from Mrs. Allison Hardy Dempsey of Concord, Massachusetts; a silver stampholder made by Franklin Porter and a surveyor's compass (c.1795) made by Thomas Balch of Newburyport, from David P. Wheatland of Topsfield; three matching cornucopia-back Hitchcock chairs (c. 1825-1830), from Janet Gordon of Ithaca, New York; a Frank Benson etching, "Little Bluebills" (1926) from Mrs. Gustave Baumann of Santa Fe, New Mexico; and a coffee service (c. 1800- 1810) in the Fitzhugh pattern (Chinese export), two wine coolers of silver and cobalt blue glass, and twelve small prints (18th century) of the months of the year, from Miss Hope Gray of Boston. Not unexpectedly, many objects were loaned to other museums during the bicentennial year for incorporation in exhibitions devoted to a wide selection of Revolutionary War-era themes. We were delighted to be able to assist the following institutions in their exhibition programs; Smithsonian Institution, Washington, D.C.; Museum of Fine Arts, Boston; American Federation of Art, New York; Currier Gallery of Art, Manchester, N.H. ; Milwaukee Art Center, Wisconsin; Museum of Fine Arts, Houston, Texas; Brockton Art Center, Massachusetts; Pennsylvania Historical and Museum Commission, Harrisville; National Maritime Museum, Greenwich, England; Peabody Museum of Salem, Massa¬ chusetts; and other local museums and historical societies. Our bicentennial year exhibits dealt with a variety of topics, including: the post-Revolutionary War period, 1783-1800; dolls and toys at the Essex Institute; the arts and crafts tradition in Essex County; quilts and coverlets; American presidential politics of the past; centennial celebrations in American history; and Essex County Annual Report 14 trade signs for shops and wares. Among other special events were: an informal free public summer lecture series given by staff members and visiting lecturers on the Institute collections, local history and architecture ; a highly successful one-day symposium, "The Arts and Crafts Movement in New England, 1890-1930" held on March 19, and a "Mad Hatter's Party" fund-raising social function. With the help of the Wyeth Endowment for American and the National Endowment for the Arts, our long-term program of portrait conservation was continued — this coming year, with N.E.A. and Salem Marine Society funding, we will concentrate on the restoration of six very fine marine scenes. Late in the year the prospects for increased museum object reproduction royalties improved when our William Boyer sundial (London, 1630) was copies by Sundials and More, New Ipswich, N.H. Throughout the year, indispensably supplemented by our two B.U. interns, the department was engaged in preparing for "Dr. Bentley's Salem: Diary of a Town," the Institute's first major show with cata¬ logue in over a decade. We believe that this portrayal of Salem in the Federal era, her period of greatest prominence, will be well received. The opening date will be June 23. Library. The James Duncan Phillips Library, its reputation as a major regional research facility long established, welcomed over 3,100 readers, of whom 150 consulted our rich manuscript holdings. Among the many topics researched here were: American commerce in the Baltic Sea, 1783-1860; local life in 18th-century Newbury; the life of B.W. Crowninshield ; Sophia Peabody's writings; Essex County ceramics, 1750-1800; early 19th-century medicine; the China trade of the 1850s; Revolutionary War Loyalists; female charitable organiza¬ tions; black abolitionists; the Reverend William Bentley of Salem; church separatism in Ipswich, Mass.; the artist Frank W. Benson; early American education; Americans in Yeman, 1798-1852; Nathaniel Hawthorne; New England fisheries; Revolutionary War-era Salem; his¬ tory of Haverhill, Mass., 1780-1880; history of pomology in Massa¬ chusetts; American foreign policy in the Mediterranean; mechanics' associations in New England; New England weather; Essex County musi¬ cians and composers; the Derby family; Russian -American relations, 1765-1815; the Marblehead, Mass., trade; Northern New England wives, c. 1660-1740; Samuel Mclntire; Sino-American relations, 1810-46; private philanthropy in New England; John Quincy Adams; and the architecture of Salem and environs. This incredible array of sub¬ jects reflects the tremendous variety of our collections as well as the kinds of reference demands that are placed upon the library staff each year. We accessioned a total of 1,755 printed items of which nearly 1,000, an extremely impressive number, came to us as gifts. As was the case last year, the bulk of these were added to our collections of general Americana, Essex County history and genealogy. New Eng¬ land state, county, and local history, American fine and decorative Annual Report 15 arts, American maritime history, and, with the continued support afforded us by the Ward-China Fund, to our library on the history of China and the China trade. Over 1,000 periodicals were acquired by subscription, exchange, and donation. Of fifty-five new manuscript accessions, some complete collections and others individual items, the following particularly merit mention: nine large boxes and other assorted materials added to the Pingree Papers, the gift of the heirs of David Pingree; account and sketch books, etc., of the Dan¬ vers silversmith, Franklin Porter, donated by the Reverend and Mrs. John Philbrick; additions to the Frank W. Benson papers, given by Mrs. Ralph Lawson and Miss Ann Baumann; Osgood family papers, ship¬ ping and business records (1736-1887), given by Mrs. Chandler T. Green, Miss Harriet Hitchcock, Miss Katherine Hitchcock, Miss Martha H. Chandler, and Mrs. William P. Cumming; and Nichols, Epes, Holyoke, and Ward family papers, donated by the heirs of Andrew Nichols. Our col¬ lecting policies for both printed and manuscript materials were re¬ drafted, approved by the Council, and widely circulated to other li¬ braries and bookdealers in the Northeast. We expect that the exist¬ ence of this new document will give us additional opportunities to build our collections, and will bring new scholars to our front door. The library staff devoted a good deal of time to special projects in 1976-77. Nearly 300 shelf feet of Pingree family papers, the Holyoke family papers, and a large group of Revolutionary War-era broadsides received treatment at the New England Document Conservation Center in North Andover. Work was commenced on the development of a basic paper conservation laboratory to be set up in the basement of the bookstack ell. The binding and repair of books and periodicals received high priority attention. Barbara Blundell, our manuscript librarian, completed over 200 forms for the Women's History Sources Survey, based at the University of Minnesota. Ronald Quilici (see "Staff") commenced a two-year project to reorganize and catalogue the Pingree family papers, a collection of unusual importance relative to 19th-century New England economic and social history. With the assis¬ tance of student interns and volunteers, the survey of our manuscript holdings which was started last year has been accelerated. Volunteer help has also enabled us to cut into our backlog of previously uncata¬ logued printed materials. Under the direction of Associate Librarian Robinson Murray, many volumes have been rearranged on our stack shelves, and consequently, better overall organization brought to our printed collections. As we look ahead to the immediate future, we are gearing ourselves up to improving library security and materials control, and launching a recataloguing program for the Ward-China Library. Publications . In the publications area, the year 1975-76 was one of the most productive ever for the Institute. Over $25,000 in income from publications sales was received, exceeding last year's record total by over $2,000. No less than two books and seven pamphlets were Annual Report 16 published, along with the customary quarterly Historical Collections and the Newsletter . Financed by an ample grant from the McCarthy Family Foundation Charitable Fund, six of seven projected historic house booklets, edited by myself and Anne Farnam, were published during the spring and summer. The titles and authors of these are: The John Ward House, by Barbara M. and Gerald W. R. Ward; The Crown - inshield-Bentley House, by Abbott Lowell Cummings, Dean A. Fales, Jr., and Gerald W. R. Ward; The Peirce-Nichols House, by Gerald W. R. Ward; The Assembly House, by Gerald W. R. Ward; The Gardner-Pingree House, by Gerald W. R. Ward; and The Andrew-Saf ford House, by Gerald W. R. Ward. Mr. Ward, the principal contributor to this series, did most of his preliminary research as a National Endowment for the Humanities Museum Fellow at the Institute in 1973 and 1974. The final booklet. The John Tucker Daland House, to be written by myself, is scheduled for publication late in 1977, after which time the entire series will be available in attractive boxed form. The grant from the McCarthy Fund also enabled us to launch our museum booklet series, again edited by myself and Anne Farnam, with the publication of Dolls & Toys at the Essex Institute by Madeline and Richard Merrill. The appearance of this booklet in October corres¬ ponded with the opening of an exhibition on the same subject, at which the Merrills presented a marvelous slide-illustrated talk. Other book¬ lets in this series are projected for the near future as is the next index volume, covering the period 1950-1969, for the Historical Collec¬ tions . This work is being completed by Virginia L. Close, the refer¬ ence librarian at the Dartmouth College Library and our regular annual indexer for the Collections . For our bicentennial contribution in the area of publications, we brought out two excellent scholarly works in book form after they had initially appeared as the January and July numbers of the Historical Collections . The first of these handsome little volumes. General John Glover's Letterbook, 1776-1777, was edited and introduced by Russell W. Knight, Marblehead historian and businessman. Walter Muir Whitehill kindly consented to prepare one of his characteristically spicy fore¬ words. The second book. Captain Samuel Tucker (1747-1833), Continental Navy, was authored by Philip C. F. Smith, curator of maritime history at the Peabody Museum of Salem. Robert G. Albion, professor emeritus of oceanic history and affairs, Harvard University, contributed the foreword. Both volumes have been very favorably reviewed and their sales have been brisk. Work continued on the development of the long-term Samuel Mclntire editorial project which we hope to implement over a five-year period. A preliminary draft proposal was prepared, was circulated to scholars and historical administrators for feedback, and will serve as the basis of the full proposal to be employed in fundraising later this year. We Annual Report 17 also arranged with the Meriden Gravure Company for the photography of Mclntire 1 s architectural drawings which will be completed in a few more months. Currently we are searching for a chief editor. The goals of the project are to prepare microfilm (with a finding guide) of all known Mclntire drawings, business papers, and correspondence, and to publish a large folio volume, with biographical introduction, of the drawings, many of which have never been published before. If resources permit, we also hope to publish a soft-cover pamphlet of the drawings for public distribution. The Mclntire manuscripts con¬ stitute one of the Institute's most important special collections, and are deserving, we believe, of the broad exposure they will receive by virtue of this project. Education . Thanks to the beneficence of several friends of the Institute, the education program, established in 1971, received a boost by the hiring of a new coordinator, K. David Goss, in the fall (see "Staff"). Things have been booming in the department ever since! School groups have continued to visit the museum in gratifying numbers to profit from special tours and films. During January and February the second annual "Winter Children's Film Festival" attracted over 1,300 students and teachers. With the aid of two Gordon College stu¬ dents, here as part of a new educational internship program, new "in- house" as well as "outreach" programs are being developed for school- children. An advisory group of professional teachers from the primary and secondary levels has been set up to voluntarily critique the quality and substance of these new programs. A new previsit education packet consisting of inclass activities, materials, and lesson plans, was made available for elementary school teachers for use in their classrooms. Later t^his summer a new educational brochure, outlining the scope and content o£ the Institute's educational offerings, will be distributed to educators and other interested parties. Community Relations. Under the effective direction of Phyllis Shutzer, the Institute's community relations contacts and media cover¬ age of Institute events have been further broadened. Weekly news re¬ leases were circulated to an expanded list of regional newspapers. Mrs. Shutzer also arranged for several feature articles on facets of the Institute's programs, and for special appearances by Institute staff on Boston-area television talk shows. Additional work was done to publicize the Institute's collections with travel agencies, bus tour companies, and guidebook publishers. The title of Mrs. Shutzer ' s weekly historical column has been changed from "200 Years Ago in Salem" to "Essex County Chronicles", and it is now carried in three local papers. A clearing house for information on Salem local events was also estab¬ lished under her direction. Special promotional arrangements have been made with local merchants and several cooperative programs were under¬ taken with Salem State College. Annual Report 18 ******* The major goal of our community relations effort — to raise the public profile of the Essex Institute and to expand the base of its support and appeal — will continue to be an important driving force in our programming. I would like to invite all of our members and friends to participate with us in sharing the Institute's treasures and educational resources with the surrounding community. To remain a viable preserver and interpreter of our region's past, we must pur¬ sue this challenge with energy and with dedication. In such a mission rests the future of historical organizations such as ours. Respectfully submitted, BRYANT F. TOLLES, JR., Director and Librarian Annual Report 19 REPORT OF THE TREASURER The audited statements of account prepared by Coopers and Lybrand for the fiscal year March 31, 1977, accompany this report. The books of the Institute are available in the Treasurer's office for examination by any member who wishes to see them. The value of endowment funds on March 31, 1977, was $3,323,969. as compared with $3,341,425, a year ago. Respectfully submitted, EDWARD H. OSGOOD Treasurer Annual Report 20 COOPERS & LY BRAND CERTIFIED PUBLIC ACCOUNTANTS IN PRINCIPAL AREAS OF THE WORLD To the Council of the Essex Institute: We have examined the balance sheets of the Essex Institute as of March 31, 1977 and 1976, and the related statements of general fund revenues, expenditures and other changes and the summary of changes in fund balances for the years then ended. Our examinations were made in accordance with generally accepted auditing standards and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the cir¬ cumstances . In our opinion, the aforementioned financial statements present fairly the financial position of the Essex Institute at March 31, 1977 and 1976, and the results of its operations and the changes in its fund balances for the years then ended, in conformity with generally accepted accounting principles applied on a consistent basis . * Boston, Massachusetts May 20, 1977 Annual Report ESSEX INSTITUTE STATEMENT OF GENERAL FUND REVENUES, EXPENDITURES, AND OTHER CHANGES for the years ended March 31, 1977 and 1976 REVENUES Admissions Unrestricted gifts used to meet expenses Membership dues Publications Other income Total revenues OPERATING EXPENSES Direct expenses: Museum Houses Publications Library Costs attributable to all Institute activities: Administration and general Operation and maintenance Total expenses Excess of operating expenses over revenues FUNDS USED FOR OPERATIONS Restricted gifts, investment income, and other receipts for designated purposes availed of Endowment fund unrestricted income James D. Phillips Trust income Excess of operating expenses over revenues and funds used OTHER CHANGES AND TRANSFERS Publications (Note E) Unrestricted gift internally designated to function as endowment Funds used for plant additions Transfers : Transfer of unrestricted gift to endowment fund Transfers from endowment funds Transfer from (to) restricted current funds Net increase (decrease) in general fund balance 1977 $ 24,746 25,739 19,796 23,597 502 94,380 92,379 31,042 52,516 71,844 142,115 87,499 477,395 (383,015) 201,559 114,182 22,500 338,241 (44,774) 20,000 (28,953) (8,953) (20,000) 64,246 269 44,515 35,562 $ (9,212) 1976 ft 26,950 25,476 18,459 20,608 956 92,449 56,246 21,263 27,833 49,442 130,315 67,248 352,347 (259,898) 131,044 106,126 22,250 259,420 (478) (30,309) 100,000 (21,236) 48,455 (100,000) 15,000 1,109 (83,891) (35,436) S(35,914) The accompanying notes are an integral part of the financial statements Annual Report 22 ESSEX INSTITUTE BALANCE SHEET, March 31, 1977 and 1976 ASSETS 1977 1976 Current fund assets: Cash $ 62,239 $ 77,289 Dividends and interest receivable 36,938 43,581 Prepaid expense (principally insurance) 7,729 6,353 106,906 127,223 Endowment fund assets (Notes A Investments, at cost: Cash held for investment Receivable from investment Fixed income Equities and D) : sales (16,298) 1,381,457 1,232,902 (64,784) 67,586 1,716,313 944,649 2,598,061 2,663,764 Plant fund assets (Note A) : Land Institute buildings and improvements Period houses 101,288 820,926 225,369 101,288 789,973 225,369 1,147,583 1,116,630 #3,852,550 #3,907,617 The accompanying notes are an integral part of the financial statements. Annual Report 23 LIABILITIES AND FUND BALANCES 1977 1976 Current fund balances and liabilities: Accrued expenses Membership dues received in advance General fund balance (deficit) Unexpended balance of gifts, investment income, and other receipts for 13,374 7,015 (20,557) 11,969 8,526 (11,345) designated purposes 107,074 118,073 106,906 127,223 Endowment fund balances and liabilities: Restricted as to income 1,319,178 1,298,443 Unrestricted as to income 1,278,883 1,300,141 Liability for investment purchases — 65,180 2,598,061 2,653,764 Plant fund balances: Expended for plant 1,147,583 1,116,630 1,147,583 1,116,630 #3.852,550 #3. 907. 617 Annual Report 24 ESSEX INSTITUTE SUMMARY QF CHANGES IN FUND BALANCES for the year ended March 31, 1977 Balances March 31, 1976 Gifts Endowment funds: Restricted as to income Unrestricted as to income $1,298,443 1,300,141 $ 1,022 2,920 Total invested funds 2,598,584 3,942 James D. Phillips Trust investment income (Note C) Plant funds: Expended 1,116,630 Current funds: General fund (deficit) Gifts, investment income, and other receipts for designated purposes (11,345) 118,073 45,739 75,140 $3,821,942 $124,821 Life membership Sale of books and objects Net realized gain on sales of investments Other The accompanying notes are an integral part of the financial statements Annual Report 25 Investment Income Other Receipts Transfers In (Out) Used for Plant Additions Used to Meet Expenses of Current Operations Balances March 31, 1977 $ 91,453 114,182 205,635 #14,974 20,307 35,281 #(86,714) (44,485) (131,199) $(114,182) (114,182) $1,319,178 1,278,883 2,598,061 45,000 (22,500) (22,500) - #30,953 1,147,583 44,515 (28,953) (70,513) (20,557) 8,236 109, 184 (2,000) (201,559) 107,074 #250,635 #43,517 — — $(408,754) #3,832,161 1,250 2,380 34,031 5,856 #43,517 Annual Report 26 ESSEX INSTITUTE SUMMARY OF CHANGES IN FUND BALANCES for the year ended March 31, 1977 Endowment funds: Restricted as to income Unrestricted as to income Total invested funds James D. Phillips Trust investment income (Note C) Plant funds: Expended Unexpended Current funds: General fund (deficit) Gifts, investment income, and other receipts for designated purposes Balances March 31* 1975 Gifts Si, 265, 037 * 6,237 1,182,642 6,909 2,447,679 13,146 1,095,394 9,514 24,569 125,476 73,892 47,510 13,651,048 $186,132 Life membership Sale of books and objects Net realized gain on sales of investments Other The accompanying notes are an integral part of the financial statements Annual Report 27 Investment Income Other Receipts Transfers In (Out) Used for Plant Additions Used to Meet Expenses of Current Operations Balances March 31, 1976 ft 86,830 106,126 #22,974 29,590 #(82,635) 81,000 $(106,126) #1,298,443 1,300,141 192,956 52 , 564 (1,635) • (106,126) 2,598,584 44,500 (22,250) (22,250) - (9,514) #21,236 1,116,630 (83,891) (21,236) (56,263) (11,345) 10,425 117,290 (131,044) 118,073 #237,456 #62,989 __ _ #(315,683) #3,821,942 900 3,815 51,053 7,221 #62 , 989 Annual Report 28 ESSEX INSTITUTE NOTES TO FINANCIAL STATEMENTS A . Summary of Significant Accounting Policies: The Institute maintains its accounts on the accrual basis. Land, Institute buildings, period houses and major improvements are reflected in the balance sheet at cost. No provision for depreciation has been charged to operations. Investments are carried at cost or, if donated, at market value at the date of donation. Gains and losses from sales are reflected in the period in which realized. Investment income is distributed on a unit basis reflecting the ratio thereto of the related funds invested in the pooled portfolio at market value . Certain publications sponsored by the Institute are charged against the James D. Phillips Trust. Proceeds from the sales of such publications are taken into operating income. The Institute is reviewing the source of designation of its funds in order to classify the funds between Council-designated (quasi-endowment) funds and donor-designated (true endowment) funds. The Institute has accounted for the funds and the income thereon in accordance with the restrictions designated by the donor or by the Council. B. Retirement Plan: The Institute participates in contributory retirement plans administered by the Teachers Insurance and Annuity Association ( TIAA ) and College Retirement Equities Fund (CREF) which cover all designated full-time employees. Plan assets are not included in the Institute’s financial statements. Pension expense charged to operations was $5*218 and $4,238 in fiscal 1977 and 1976, respectively. The plan is a defined contribu¬ tion type plan wherein benefits are based on accumulated contributions . Annual Report 29 ESSEX INSTITUTE NOTES TO FINANCIAL STATEMENTS, Continued C . James D. Phillips Trust: The Institute is a beneficiary of the James D. Phillips Trust. The assets of the Trust are managed by its trustees and are not included in the assets of the Institute. Under the terms of the will, ten percent of the net income is annually added to principal. The will further provides as follows: "If and when the total fund shall be One Hundred Thousand (100,000) Dollars in excess of the original fund set up under the trust, and if the Trustees of Essex Institute so desire, that sum shall be turned over to the Trustees of Essex Institute for the erection of a building to be named after some member of my family, but no part of the fund shall ever be used to pay for a building already erected." The value of the original fund set up under the Trust was $484,521. As of March 31* 1977 , the market value of the Trust was in excess of $1,116,000. D. Investments : Total market value of investment securities was as follows at March 31: 1977 1976 Fixed income $1,412,106 $1,683,605 Equities 1,878,272 1,657,820 $3.290.378 $3.341.425 E. Publications: During the fiscal year 1976, it was decided that the Institute’s inventory of publications held for resale had no readily deter¬ minable commercial value and, accordingly, the $30,309 opening inventory cost was written off as a charge to current operations. Annual Report 30 CALENDAR OF EVENTS April 1/ 1976 - March 31, 1977 April 7. Annual Spring Meeting of the Ladies Committee. Lecture by- Mrs. James Crockett on John and Abigail Adams. April 14. Guides' Lecture. April 15. Opening of the Andrew-Saf ford House, reception, and lec¬ ture on the architecture and appointments of the house by Gerald W. R. Ward, assistant curator, Garvan Collection, Yale University Art Gallery. April 22. Avenue String Orchestra from Norwich, England. April 30. Ladies Committee May Basket Lunch and Spring Lecture: "The White House and Its Collections," by Clement E. Conger, Cura¬ tor of the White House. May 3,4,10,11,17,18,25 Guides' Tours. May 18. Annual Meeting, followed by lecture, "Images of George Wash¬ ington," by Professor Margaret S. Smith. May 18. Opening of the Institute's third Revolutionary War era ex¬ hibition, "Emblems of a New Nation." June 8. Staff and Council tea. Opening of the "1876 Box." June 15, 24,29. July 8,15,20,29. August 3,12,17,26. September 9,16,21. Informal summer lectures and walking tours. June 28-September 1 (Mondays and Wednesdays). Young People's Summer Film Festival* September 15. Publication of Captain Samuel Tucker (1747-1833), Con¬ tinental Navy and lecture by the author, Philip C. F. Smith, Curator of Maritime History at the Peabody Museum. September 23. Ladies Committee bus tour to Quincy and Milton, Mass. September 28. "Young Collectors" cocktail party. October 5. Ladies Committee Fall Lecture, "Houses of English Stone," by Alec Clif ton-Taylor , English historian (held at the Peabody Museum) Annual Report 31 October 15. "Presidential Politicking of the Past," opening of political exhibition in the McCarthy Gallery. October 19. Publication of Dolls and Toys at the Essex Institute; lecture by Madeline Merrill, honorary curator of dolls; and opening of doll and toy exhibition. Also, opening of the Ladies Committee "Little Shop" (miniature furniture) . October 26. "Young Collectors" lecture on "Seventeenth Century Furniture" by Gerald W. R. Ward. November 5 . George S. Parker lecture, "An Analysis of the 1976 Election," delivered by Dan Rather, CBS News correspondent. Lecture at the Salem Armory, with reception following at the Essex Institute. November 23. "Young Collectors" lecture on "Queen Anne and Chippen¬ dale Styles," by Wendy Cooper, Boston Museum of Fine Arts. November 30. Concert of Elizabethan music, including Walter Boyce, baritone, and Gordon D. Erb, harpsichord and organ, presented by Grace Church, Salem. December 7, Dedication of Ladies Shop miniature furniture case in honor of Mrs. Erick Kauders. December 14. "Young Collectors" lecture on "Neoclassical Style" by Anne Farnam, curator. December 15. Annual Institute Christmas Party, with magic show by Robert Olson of Old Sturbridge Village. December 16. Staff and Council holiday party at Safford House, hosted by President and Mrs. Richard S. West and Director and Mrs. Bryant F. Tolies, Jr. January 13. Opening of Trade Signs exhibit, McCarthy Gallery, and reception for Salem businessmen. Winter Film Festival January 18, 19, 20. "Origins of the Motion Picture, " "The Sad Clowns." February 1,2,3. "The Great Director, D.W. Griffith," "Fall of Babylon February 15, 16. "Hollywood, the Golden Years." January 19. "The Arts and Crafts Tradition in Essex County, " a special loan exhibition featuring Marblehead pottery and Franklin Porter silver; reception for lenders. Annual Report 32 March 4. "Mad Hatters Costume Party" for the benefit of the Arts and Crafts Symposium. March 8. Lyceum Lecture, "The Politics of Tradition and Change: 200 Years of Salem's Prominent Political Families," by the Honorable Kevin B. Harrington, President of the Massachusetts senate. March 19. Symposium on the Arts and Crafts Movement in New England: 1890-1930. Meetings and Visitations Sponsored by Outside Institutions April 20. Barnard College alumnae. Rice University alumni. Amon Carter Museum of Western Art (Ft. Worth) group tour Colonial Dames. Museum of Fine Arts Ladies Committee. Society for the Preservation of New England Antiquities. Andover Club. Salem Female Charitable Society Annual Meeting. Smith College Museum luncheon. M.I.T. Alumni groups. National Symphony tour. National Society of Early American Glass. Harvard 25th Reunion groups. California Field Studies group. Salem State College. Smithsonian Institution tour group. _9. Sturbridge Village interns. April 20. April 23. April 28. April 28. May 1 . May 4. May 12. May 15. J une 5 . June 8,10 June 9. June 15. June 29. June 30. August 17, September October 6. Colonial Dames. October 9. Trustees of the Association of American Museums. 21 . Foreign agriculture students. Shawmut -Merchants Bank directors dinner. North Shore Children's Friend and Family Service December January 25. February 17 Annual Meeting. Auditorium Exhibitions White House Garden Party, circa 1910 (in conjunction with Ladies Committee Spring Lecture). April 30-july 20. Prints in Salem's Early Houses. July 20-August 12. A Sampler of Embroideries from the Institute Collections. August 12-September 15. Print Room Exhibitions 100th Anniversary of the Ladies Centennial Exhibition of 1876, through April 30. Emblems of a New Nation, Third Revolutionary War Era exhibition. May 18-September 27. Dolls and Toys at the Essex Institute. October 19-January 9. The Arts and Crafts Tradition in Essex County. January 19-March 27 Annual Report 33 McCarthy Gallery Exhibitions Quilts and Coverlets. June 1-October 13 Presidential Politicking of the Past. October 15-November 5. Retrospective Exhibition" of the 1876 Centennial Exhibition and the 1892 Columbian Exposition. December 1-January 2. Trade Signs for Shops and Wares. January 13-June 18. Annual Report STAFF PUBLICATIONS, 1976-77 34 Barbara Adams Blundell Editor, "A Revolutionary Letter of John Brooks," Essex Institute Historical Collections 112 (1976 ): 140-48. "Setting Up House in 1821: An Account Book of Elizabeth Margaret Carter of Newburyport , " Essex Institute Historical Collections 113 (1977) : 16-28 . Anne Farnam "A. H. Davenport, Boston Furniture Maker," The Magazine Antiques 109 (1976) : 1048-55 . Illustrated. "The Arts and Crafts Tradition in Essex County, " Essex Institute Historical Collections 113 (1977 ): 1-15 . Illustrated. "The Clock Collection at the Essex Institute, " Hamilton Hall An¬ tiques Show — 1976 (Salem, Massachusetts: Peabody Museum, 1976), pp. 33-36. Illustrated. With Bryant F. Tolies, Jr., "Foreword," Madeline and Richard Mer¬ rill, Dolls & Toys at the Essex Institute (Salem, Massachusetts: Essex Institute, 1976). Robinson Murray, III Review, "Massachusetts: A Bibliography of its History," ed. by John D. Haskell, Jr. (Boston: G.K. Hall & Co., 1976), Essex Institute Historical Collections 113 (1977 ): 54-5 . Bettina A. Norton Edwin Whitefield; Nineteenth Century North American Scenery (New York: Imprint Society, 1977). Bryant F. Tolies, Jr. "The Early Architecture of the New Hampton School," Historical New Hampshire 31 (Fall 1976) : 81-91. Illustrated. With Anne Farnam (see above). Sketches accompanying figures 2 through 11 in Andrew Oliver, Auguste Edouart ' s Silhouettes of Eminent Americans, 1839-1844 (Charlottesville University Press of Virginia, 1977). Introduction by A. Hyatt Mayor. "Report of the Director," Essex Institute Annual Report, April 1, 1975 - March 31, 1976 (Salem, Massachusetts: Essex Institute, 1976), pp. 9-16 "Foreword," Gerald W. R. Ward et al.. The John Ward House, The Crowninshield -Bentley House, The Peirce-Nichols House, The Assembly House , The Gardner-Pingree House, The Andrew-Saf ford House (Salem, Massachusetts: Essex Institute, 1976). Essex Institute Historic House Booklet Series. Annual Report 35 DONORS TO THE ESSEX INSTITUTE FUND April 1, 1976 - March 31, 1977 Abbott, Gordon, Jr. Anderson, 0. Kelley Annable, Walter W. Anonymous Bacon, Dr. & Mrs. William Benjamin Barker, Mr. & Mrs. W. Gardner Bell, Mary E. Benson, Mrs. George E. Bentinck-Smith , William Betts, Barbara B. Bishop, Mrs. Robert H. Blair, Mrs. George K. Blake, Richard E. Boston Safe Deposit & Trust Co. (Matching membership program) Bourgo-in, Mrs. Alice S. Bowden, Mr. & Mrs. W. Hammond Bradlee, Sargent Broadhead, Eleanor Broughton, Mr. & Mrs. Frederick P. Brown, Chester A. Brown, Dr. Donald E. Brown, Dorothy A. Brown, Mrs. Edward S. Bryant, John W. Bunting, Dr. & Mrs. Arthur H. Bunting, Jane E. Catlin, Mr. & Mrs. Ephron Chamberlain, Mrs. Samuel Chapman, F. Burnham Chisholm, Mrs. William Christen, Elizabeth Helen Clapp, Mary A. Clark, James W. , Jr. Colburn, Mr. & Mrs. I. W. Coolidge, Dr. Catherine Coolidge, Mr. & Mrs. Lawrence Coolidge, Mrs. T. Jefferson Cooper, Mrs. Henry E., Ill Cormier, Mrs. Joan Crocker, Mrs. U. Haskell Curtis, E. Mabel Dearborn, David DeBlois, Dr. Elizabeth Dethier, Mrs. Charles Dickinson, Mrs. Howard C. Dimond, Mr. & Mrs. Lee A. Doane, Mrs. Lewis Donovan, Mrs. Alfred F. Driver, Mrs. Robert M. Durnin, Richard G. Eastman, Mrs. Roger K. Eilts, Hon. Hermann F. Ellis, Mrs. Raymond W„ Endicott, Mr. & Mrs. William English, Mrs. William D. Essex Institute Ladies Committee (in memory of Mrs. Erick Kauders) Fales, Mrs. Dean A., Sr. Farnham, Elizabeth R> Farnham, Ruth R. Felton, Mrs. Cornelius C. Felton, Mr. & Mrs. Cornelius C., Jr. Fenollosa, Mr. & Mrs. George M. Forbes, Alexander C. Forbes, F. Murray, Jr. Foster, Mrs. Reginald, Jr. Freeman, Mrs. William W. K. Frothingham, Mrs. Theodore Gamage, Mr. & Mrs. Peter Gardiner, Mr. & Mrs. John H. Gardner, Mrs. Stuart N. Gildrie, Mr. & Mrs. Richard P. Goodhue, Albert Annual Report 36 Hacker, Mr. & Mrs. William P. Hagopian, Robert C. Hall, Mrs. Garrison K. Hamilton, Sinclair Hammond, Mr. & Mrs. Roland B. Harrington, Hon. Kevin B. Harrington, M. C. Harte, Mrs. Richard, Jr. Hayes, Bartlett H. Hebard, Franklin A. Henderson, Robert G. Hinds, Mrs. E. Sturgis Hixon, Frederick W. Hodgkinson, Harold D., Charity Foundation Holcomb, Mr. & Mrs. H. Sherman Homans, George C. Hood, Charlotte Hood, Mr. & Mrs. Harvey P. Howland, Mrs. John C. Howson, Mrs. Hubert A. Hull, Raymona E. Jaques, Mr. & Mrs. Herbert Johnson, Malcolm Kent, Mrs. Gertrude B. Kidder, Mrs. Alfred, II Kingsley, J. Grafton Kornblith, Gary J. Langmaid, Mrs. Bradshaw Lawson, Mrs. Ralph Leonard, Mrs. Laurence B. Lewis, George, Jr. Little, Mrs. Bertram K. Little, David B. (in memory of Mrs. Erick Kauders) Lord, Mrs. Philip H. Loring, Caleb, Jr. Loring, Mrs. Robert P. Loring, Susan G. Lovett, Mr. & Mrs. Robert W. Lubus, H. J. Luquer, Mr. & Mrs. Lea S. Lutts, Mrs. Carlton G. , Sr. Macomber, Harold G. Mahoney, William M. Marsh, Mr. & Mrs. James A. Mason, Mrs. Henry L. Mazcnson, Mrs. Max McKean, Mrs. Henry P. Means, Mr. & Mrs. Augustus, Jr. Merrill, Mrs. Montgomery Merrill, Mr. & Mrs. Richard Metropolitan Cultural Alliance, Inc. (Matching membership program) Misc . Nichols, Capt. & Mrs. Henry C. Nichols, H. Gilman, Jr. Nichols, John D. , Jr. Nichols, Marion W. Noone, Mary C. Osgood, Mr. & Mrs. Edward Holyoke Osgood, Mrs. Robert L. Padjen, Elizabeth S. Padjen, Oscar Parga, Ramon Parker Brothers, Inc. Parker, Mrs. Francis T. Peabody, Amelia Peabody, William W. Peirson, Mrs. Edward L. Pickering Oil Heat, Inc. Pingree, Mrs. Sumner Pirie, Robert S. Proctor, Mrs. Thomas E. Robb, J. Hampden Robinson, Mrs. William H., Jr. Rogers, Bertha F. Ropes, Mrs. Lawrence G. Rossman, Neil Rushford, Edward B. (u/w) (in memory of Dr. Edward A. Rushford) Saltonstall, Sen. William L. Santin, Mr. & Mrs. Ernest Sargent, Mrs. Frank 0. Annual Report 37 Sawyer, John A. Seamans, Peter B. Sears, Francis P., Jr. Sedgwick, Mrs. Ellery Setze, Josephine Shapiro, Mrs. Robert R. Shepard, Mrs. Frederick J., Jr. Small, Mrs. Edwin W. Smith, C. Fred, Jr. Smith, Mr. & Mrs. Dwain B. Smith, Peter Smith, Mrs. Philip Horton Smith, S. Abbot Somerville, Mr . & Mrs. James K. Spang, Joseph P., Ill Stevens, Ezra F. Steward, Mr. & Mrs. Charles A. Steward, Mr. & Mrs. Gilbert L. Storrow, Mr. & Mrs. James J. Streeter, Henry S. Sutton, Harry Tapley, Charles S. Thompson, Dr. Richard H. Thorndike, Mrs. Richard K. Townsend, Mrs. Charles Train, Middleton Tuckerman, Herbert S. Twiss, Mr. & Mrs. Chester N. Tyler, William B. United Church Board for World Ministries Usher, Mrs. Abbott Payson Vallis, Christine E. Warner, Mrs. Frederick L. (in memory of Mrs. Alexander Hutchins) Watson, Mrs. Thomas J., Ill Weddendorf, Mrs. H. G. Weems, Mrs. F. Carrington Welch, Mr. & Mrs. Francis C. Wendt, Mrs. Henry 0. Weyburn, Mrs. Lyon Whitehill, Mr. & Mrs. Walter M. Williams, Mrs. Osgood Wilmerding, John Wilson, Mr. & Mrs. Percival W. Winthrop, Clara B. , Charitable Fund Wirling, Eliot I. Wish, Mrs. Samuel Woodelton, Mrs. Roy Xanthaky, Mr. & Mrs. Nicholas Young, Mr. & Mrs. David K. Zargaj, Dr. & Mrs. Tomislav Zimmer, Edwin W. Annual Report 38 DONORS TO THE MUSEUM & HISTORIC HOUSES Aitken, Mrs. Thomas Allen, Mrs. Raymond Andrews, Philip T. Arlander, Lance C. Bauman, Mrs. Gustave Blake, Mary Bradlee, Sargent Broadhead, Misses Eleanor & Elizabeth Bubier, Warren C. & Madeleine Romine, Mrs. John R. Runner, Mrs. Alfred F. Shepard, Mrs. Frederick J. Strom, Ms. Barbara Watts, Mrs. Albert E. Wheatland, David P. Wiley, Thelma Cheney, Mary Edith Chestnut Street Associates Chisholm, Mrs. William Cogswell, Francis D. (bequest) Cross, Mrs. Chester Dalton, Alexander S. Dempsey, Allison Hardy Duffie, Dr. Frederick Essex County Needlework Guild Ford, Mr. & Mrs. Kenneth M. Gordon, Mrs. Janet M. Gray, Miss Hope Gregory, Judith I. Hagar, Helen C. Ives, David 0. Johnson, Mr* ^ Mrs. Duane Kauders, Erick Mason, Mrs. Frederick Miller, Dr. Mary Morss, Mrs. Henry A. Nagle, Pauline & Harold Norcross, Philip Parker, Mrs. Robert B. M. Philbrick, Rev. & Mrs. John Annual Report 39 DONORS TO THE JAMES DUNCAN PHILLIPS L.T BRARY Abbot Public Library Aitken, Mrs. Thomas H.G. Allen, Mrs. Raymond R. American Association for State & Local History American Brands, Inc. American Federation of Arts American Life Foundation & Study Institute The Andover Companies Androscoggin Publications Armstrong, Herbert E. Arvest Galleries, Inc. Attwill, J. Sanger Avenue String Orchestra Baggs, Arthur, Jr. Baird, Warner G., Jr. Baker, Percy F. Barclay, Mrs. Charles Barnet, Will Bauman, Ann Bergsten, Lenn A. Berkal, Leonard A. Berkal, Stelman & Davern Blundell, Barbara Adams Boston & Maine Railroad Historical Society Bradlee, Sargent Burris, Arthur P. Canfield Press Chandler, Martha H. Chenery, Mrs. L.P. Chisholm, Mrs. William Clunie, Margaret Burke Cogswell, Frances D., Bequest of Conary, Eleanor B. Conrad, Leigh F. Cross, Mrs. Chester Cumming, Mrs. William P. Cumpston, John S. Danforth, Mildred E. Danvers Archival Center Davis, Louise Deveau, Donald Deward, Russell Dexter, Ralph W. Dodge, Ernest S. Donnell, Robert P. Edele, Blaine Fairfield Historical Society Foster, William H. Freeman, Elizabeth B. Fromberger, Albert R. Gamage, Virginia Clegg Gelsanliter, George Giles, Mrs. Paul Girdler, L.T., Jr. Goodridge, Herbert L. Goodspeed's Book Shop, Inc. Green, Mrs. Chandler T. Green, Mrs. Chandler T., et al Hamilton Historical Society Harrington, Kevin B. Harris, Edward M. Hartley-Robinson , Michael Heath, Mrs. J. Andrew Hill & Blake Historic American Engineering Record Hitchcock, Harriet Hitchcock, Katharine Hoerder, Dirk Hooper, Edwin B. Hooper, Ross W. Hull, Raymona E. Hussey, Harold D. Immaculate Conception Church Ipswich Historical Society Annual Report 40 Ipswich Public Library Jaffe, David Jewett, Mrs. Everett D. Jewett Family of America Johnson, S. Lawrence Jurkowski, Rosemarie Kamerling, Bruce Kane, Deva M. Keene State College Kimball, Frederick M. Knight, Ernest H. Kulik, Mrs. Stanley Langmaid, Mrs. Bradshaw Langmuir, Elizabeth Cross LaRaia, Joseph J. Larrabee, Helen G. Lawson, Mrs. Ralph Lee, William Lord, Mr. & Mrs. Philip H. Lord, Priscilla Sawyer Lothrop, Francis B. Lovett, Robert Low, Mrs. George Malcolm Lutz, Andrew E. Lyons, Lloyd Manchester Historical Society Manchester Yacht Club Marshfield Bicentennial Commission Matsushita, Masayuki Mclntire, Reginald M. Milne, Ignatius Morgan, Mrs. .‘John S.C. Morrill, Gordon & Elizabeth Moser, Louise Murray, Robinson, III Museum of Our National Heritage National Grand Bank National Park Service National Portrait Gallery New York State American Revolution Bicentennial Commission Newburyport Custom House Newell, Robert C. Nichols, Andrew, Heirs of Nichols, Mrs. Thaddeus Norton, Mr. & Mrs. Arthur R. O' Gorman, James F. Old Sturbridge Village Oliver, Andrew Orentreich Foundation for the Advancement of Science, Inc. Osborne, Elizabeth Palmer, Osborn Payson, Gilbert R. Peoris Historical Society (IL) Philbrick, Rev. & Mrs. John Pollard, Mrs. Benjamin C. Potter, Mrs. Charles A. Proctor, A. Carlton Pulsifer, Mrs. Harold T. Quincy Heritage, Inc. Quincy Historical Society Rendell, Kenneth W. Richards, Dorothy H. Ritchie, Mary M. Roads, Charlotte F. Robinson, Duane Roger Conant Co-Operative Bank Rome Public School System (NY) Ross, Mrs. David Rushlight Club St. Michael's Church Archives Salem Bicentennial Commission Salem Chamber of Commerce Saltonstall, William L. Annual Report 41 Saunders, Oliver H. Schier, Stephen Seamans, Robert C., Jr. Sellers, Charles C. Shepley, Hayden R. Silvernail, Mrs. Raymond W. Slater Mills Historic Site Smith, A. Plummer Smith, Philip C.F. Smithsonian Institution Southwick, Mrs. Richard C. Spiller, Eleanor Springfield Library & Museum Association Stensrud, Mrs. Clarence Stickney, Mr. & Mrs. Edward Swampscott Bicentennial Committee Wright, John Hardy Yamaguchi, Seiichi Yankee, Inc. Zimmer, E.W. Tagney, Ronald N. Thompson, Mrs. Richard H. Threlfall, John B. Titcomb, Gilbert M. Tolies, Bryant F., Jr. Trask, Richard B. Tyler, Ruth U.S. Library of Congress University of Massachusetts Press University of St. Thomas Veeder, Paul L. Vietor, Mr. & Mrs. Thomas Walker, Harold S. Warner, Mrs. Frederick L. Watts, Mrs. Alfred E. Wenham Historical Association & Museum, Inc. Wenham, Town of Wheatland, David P. Wheatland, Stephen Whitten, Mrs. Herbert 0. William L. Clements Library Withers, Josephine r Annual Report 42 DONORS TO SPECIAL PROJECTS Anonymous: Assembly House, council fund, educational program, furniture restoration, office equipment, publications Assembly House: Smith, Mary Silver Broadside Conservation: Commonwealth of Massachusetts Council on the Arts and Humanities Educational Program: Osgood, Edward H. Seamans, Peter B. West, Richard S. Wheatland, David P. Essex County Economic History Davisson, William I. Furniture : Essex Institute Ladies Committee Pickering Oil Heat, Inc. Guides' Course Materials: Essex Institute Ladies Committee Paul T. Haskell Fund: Haskell, Mrs. Paul T. Marine Painting Conservation: National Endowment for the Arts Salem Marine Society Microfilm Reader Fund: Calderwood, Mrs. D. E. Coffill, Mrs. William C. Dane, Arnold S. Movie Screen: Essex Institute Ladies Committee Museum Objects Fund: Anonymous donations in the Museum Contribution Box Museum Programs: Carlson, R. W. , Marblehead Associates, Inc. Esposito, Phil Peirce-Nichols House: Bridges, Mr. & Mrs. Henry P., Dodge, Alice C. Ervin, Adele Q. Photographs : Beverly Times Frost, Chester E. O'Hare, Mrs. M. Frances Osborn, Herbert Osborne, Elizabeth Salem Evening News Schier, Stephen J. Warner, Mrs. Frederick L. Pingree House Endowment Fund: Fulton, Mrs. John F. Portrait Conservation: National Endowment for the Art Print Cataloguing Program: National Endowment for the Art Publications and Special Exhibit! McCarthy Family Foundation Charity Fund Projects : Annual Report 43 Purchase Painting: Bradlee, Sargent Research on Pingree Papers: Lorenz, Paul F. Ordway, Ellen Wellman , Mrs. Bradford S. Wheatland, Stephen Salem Architectural Guidebook Fund: Atwater Kent Foundation, Inc. Oliver, Andrew Transpora tion Charges for Furniture to Essex Institute: Bubier, Mr. & Mrs. C. Warren Bubier, Madeleine M. Willoughby I. Stuart, Jr. Memorial Fund: Coolidge, Mr. & Mrs. J. Randolph Gowing, Mr. & Mrs. Charles D. Merrill, Walter M. Stuart, Mr. & Mrs. Harbone W. Stuart, Willoughby I. i Annual Report 44 J NAME Elizabeth Gerry Barker Mrs. George L. Batchelder, Mrs. Warren H. Butler Buchanan Charles Mabel E. Curtis George Peabody Gardner Mrs. Robert W. Hill Mrs. Harold D. Hussey Mrs. Rupert Ward Jaques Philip Little, Jr. Michael F. McGrath E. Gertrude Merrill Capt. Henry C. Nichols Benjamin P. Richardson, Jr Wilson H. Roads Mrs. Fred Carroll Sargent Guy P. Tassinari Mrs. Edward A. Taft Helen P. Taylor NECROLOGY DATE ELECTED April 7, 1930 Jr. June 5, 1962 May 3, 1920 November 9, 1948 March 13, 1945 January 3, 1917 June 11, 1957 February 5, 1963 June 13, 1939 February 3, 1919 September 11, 1945 December 12, 1950 April 20, 1965 November 1, 1972 September 11, 1956 March 16, 1965 September 10, 1957 November 8, 1955 June 7, 1972 DATE DECEASED March 4, 1977 January 9, 1977 August 21, 1975 March 2, 1977 February 15, 1977 September 17, 1976 December 7, 1976 February 4, 1976 December 23, 1976 j April 2, 1976 June 25, 1976 January 21, 1977 March 23, 1977 November 1976 June 22, 1976 April 28, 1976 March 25, 1977 February 16, 1977 October 18, 1976 Officers and Council . . . . 1 «ga • • Committees Staff .... Ladies Committee . 5 President’s Report . . . 7 Director’s Report Treasurer ’ s Report . . . . . 19 Calendar of Events . fc Staff Publications . Donors to the Essex Institute Fund Donors to the Museum and Historic Houses Donors to the James Duncan Phillips Library . 39 I ’ i WALTHAM, MA 02154 544 8 ■