e\ ss Ml £( The Essex Institute Annual Report INCLUDING MUSEUM AND LIBRARY COLLECTING POLICIES April 1, 1978 - March 31, 1979 The Essex Institute Annual Report INCLUDING MUSEUM AND LIBRARY COLLECTING POLICIES April 1, 1978 - March 31, 1979 ESSEX INSTITUTE ANNUAL REPORT April 1, 1978-March 31, 1979 Executive Committee (As of June 1, 1979) Richard S. West, President C. 1967-79, E. 1974-79 1* Edward H. Osgood, Sr. Vice-President E. 1969-79 Peter B. Seamans, Vice-President C. 1972-79, E. 1974-79 Andrew Oliver*, Vice-President C. 1972-74, E. 1974-79 Charles S. Tapley, Vice-President C. 1950-53, 1956-77, 1979, E. 1951-73 Albert Goodhue*, Secretary C. 1954-79, E. 1962-79 H. Gilman Nichols, Treasurer C. 1977-79, E. 1978-79 Council (As of April 18, 1979) Term expires 1980 Mrs. W. Benjamin Bacon, C. 1972-79 W. Hammond Bowden*, C. 1954-79, E. 1955-61 Frank McQ. Gring, C. 1976-79 Robert W. Lovett, C. 1970r-79 Term expires 1981 Randolph P. Barton, C. 1977-79 C. Conway Felton, C. 1976-79 Nathciniel S. Coolidge, C. 1979 William L. Saltonstall, C. 1977-79 Ex Officio Mrs. Henry L. Mason, Chairman, Ladies Term expires 1982 Ernest S. Dodge, C. 1951-79 Mrs. Paul T. Haskell, C. 1976-79 Mrs. Edward L. Beirson, C. 1978-79 Stuart W. Pratt, C. 1977-79 Term expires 1983 Frederick S. Allis, Jr., C. 1979 John J. Fox, C. 1979 William C. Loring, C. 1979 Francis P. Story, C. 1979 Committee (October 1977-79) ^ "C" indicates Council; "E" indicates Executive Committee. Members of the Executive Committee are not required to be members of the Council. * Former presidents of the Essex Institute Honorary Curators (As of April 18, 1979 ) Honorary Curator of Silver Martha Gandy Fales Honorary Curator of Costumes John R. Burbidge Honorary Curator of Dolls Madeline 0. Merrill Honorary Curator of Furniture and Pewter Dean A. Fales, Jr. Honorary Curator of Military Collections Malcolm Johnson Honorary Curator of Paintings Nina Fletcher Little Annual Report 2 Committees 1978 - 1979 The president is a member of all committees and the director is an ex-officio member MUSEUM COMMITTEE, STANDING Mrs. Paul T. Haskell, Chairman Mrs. W. Benjamin Bacon Sargent Bradlee Albert Goodhue Bartlett Hayes, Jr. William C. Loring Mrs. Edward L. Peirson Stuart W. Pratt The Hon. William L. Saltonstall David P. Wheatland MAINTENANCE COMMITTEE, SPECIAL Stanley M. Smith, Chairman James H. Ballou Randolph P. Barton Mrs. Emerson T. Oliver Earl P. Phinney Paul F. Ducey, ex-officio Charles A. Steward, ex-officio DEVELOPMENT COMMITTEE, SPECIAL 'Richard S. West Mrs. W. Benjamin Bacon EXECUTIVE COMMITTEE, SPECIAL Richard S. West, Chairman Albert Goodhue H. Gilman Nichols Andrew Oliver Edward H. Osgood Peter B. Seamans Bryant F. Tolies, Jr., ex-officio FINANCE COMMITTEE, STANDING Edward H. Osgood, Chairman H. Gilman Nichols Richard S. West LIBRARY COMMITTEE STANDING Robert W. Lovett, Chairman Thomas A. Askew, Jr. W. Hamifiond Bowden Nathaniel Coolidge C. Conway Felton, Jr. John Fox Caroline Shillaber Charles S. Tapley Robinson Murray III, ex-officio 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 LADIES COMMITTEE Mrs. Henry L. Mason, Chairman NOMINATING COMMITTEE , SPECIAL Peter B. Seamans, Chairman Mrs. W. Benjamin Bacon H. Gilman Nichols Stuart W. Pratt AD HOC PORTRAIT GALLERY COMMITTEE, SPECIAL Mrs. Bertram K. Little Andrew Oliver Anne Farnam, ex-officio EDUCATION COMMITTEE, SPECIAL The Hon. William L. Saltonstall, Chmn. The Hon. Kevin B. Harrington Mrs. Stephen W. Phillips MUSEUM ROYALTIES COMMITTEE, SPECIAL Mrs. Edward L. Peirson, Chairman Mrs. Albert Goodhue Mrs. Wilbur T. Moulton Mrs. Dwain B. Smith SHIP ROCK COMMITTEE Stuart Pratt, Chairman Albert Goodhue Mrs.. Sarah Fraser Robbins SPECIAL John Wells Paul F. Ducey, ex-officio Annual Report STAFF April 1, 1978 - March 31, 1979 3 Bryant F. Tolies, Jr., Director LIBRARY Librarian Bryant F. Tolies, Jr. Associate Librarian Robinson Murray III Assistant Librarian Miss Mary M. Ritchie Reference Librarian Mrs. Arthur R. Norton Manuscript Librarian Ellen D. Mark Administrative Assistant Marylou Birchmore Library Interns Henry Cooke Elizabeth Craig Susan Hubbard Elizabeth Wenger Timothy Wilkins Library Volunteers Walter G. Drogue Cornelius C. Felton Beverly A. Fournier Thelma H. Jenney Mrs. Frederick J. King Zbigniew Kantorosinski Katherine MacGregor Marion Nowak Katherine E. Pinkham Mrs. Thomas Sanders, Jr Caroline Shillaber David Spencer Beatrice Stasinopulos Lisa Thomas Natalie Thompson Rowditch Family Papers Hilda Armour Pingree Family Papers Marjorie Spencer * Part time + Temporary MAINTENANCE Superintendent Paul F. Ducey Maintenance Assistants Paul S. Marshall^ *+Alfred A. Huber ^ Consultant *Ray K . Moore Housekeepers Mrs. Edward F. Marquis Mrs. Lorraine C. Barker Constables *George Crowdis *Reginald M. Mclntire Harold J. Shallow Maintenance Volunteers William M. Houghton MUSEUM Curator Anne Earn am Research Associate Mrs. Gilbert R. Payson ^ Assistant Curator for the Museum John Hardy Wright Assistant Curator for the Houses Dean P. Lahikainen ^ Registrar Bettina A. Norton Museum Assistants *Miss Mary Silver Smith *Elaine D. Bonney Administrative Assistant Cynthia Cetlin 1. 9/14/78 2. 4/15/78-10/16/78 3. Retired 9/1/78 4. 9/5/78 Annual Report 4 MUSEUM (cont.) Boston University American Studies Scholars Martin Blatt^ Mary Ellen Martin^ Cornell University Intern Pamela Guren^ National Endowment for the Arts/Boston University Intern Naomi Rosenblum^ University of Vermont Intern Jill Williams^ House Guides *+Brad Clark *+Elizabeth Craig *+George H. Gossom, Jr. *+Sarah Hill * Honor Hull *+James Kerr * Mrs. Montgomery Merrill * Mrs. Ray K. Moore *+Katharine Pinkham *+ James Rudenberg *+Stephen Schier *+Kenneth Turino House Custodians Mr. and Mrs. K. David Goss Mr. and Mrs. Robinson Murray III Mr. Paul F. Ducey Museum Volunteers Steven J. Adolphson Mrs. Eileen Parker COORDINATOR OF COMMUNITY RELATIONS *Mrs . Alvin Shutzer Community Relations Volunteers Mr. and Mrs. E. Donald Carlin COORDINATOR OF EDUCATION K. David Goss Amy Wood Richardson^ ^ Education Volunteers Mrs. Gertrude Freedman Mrs. Roger Greenslet Timothy Murphy Ms. Ret a Newman ADMINISTRATION Business Officer Charles A. Steward Assistant Treasurers Peter R. Doran *Edwin W. Dennis Assistant to the Director Mrs. Lincoln D. Richardson Office Manager Mrs. Irving J. Duffy Administrative Assistant Mrs. Hugh Nelson^ Development Assistant Mrs. James A. Ostheimer^^ Administrative Receptionist Mrs. Peter B. Ward Supervisor on Weekends William Allen-^^ Cutler Godfreyl4 George H. Gossom, Jr.^^ Tellers ■' ■ 1 r: *+Bethany Fowler 17 *+Joyce Morin-^' +Susan McLean Shop Assistant +Katie West^® 5. 9/78 10. 12/5/78 15. 10/22/78 6 . Fall '78-Spring '79 11. to 8/4/78 16. 11/78-6/79 7. 6/1/78-9/5/78 12. 10/1/78 17. 6/78-6/79 8. 1/2/79 13. retired 4/78 18. 6/1/78-9/4/78 9. 1/78-5/78 14. 5/13/78-9/17/78 * Part time + Temporary 5 Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . Mrs . ESSEX INSTITUTE - LADIES COMMITTEE 1978 - 1979 D. J. Ashley Mrs . Harvey L. MaCauley Mrs . Wilfred Marchand W. Benjamin Bacon Mrs . James A. Marsh W. Gardner Barker Mrs . Bertram T. Martin A. Peaver Barton Mrs . Henry L. Mason Marcus Beebe Mrs . Vincent McGrath George Benson Mrs . Robert R. Min turn Oliver K. Black Mrs . Leon Monnier, Jr. Richard Bowman Mrs . James A. Morrison Richard P. Breed Mrs . Wilbur T. Moulton Richard P. Breed, Jr. William J. Breed Mrs . Marie Novak Gordon L. Brown Mrs . Bradley P. Noyes H. Glover Butler Mrs . Emerson T. Oliver Allan M. Chagan Mrs . Robert L. Osgood Patrick Conley Mrs . Robert W. Osgood, III William Creamer Mrs . Gary A. Peterson Lee A . Dimond Mrs . Edward L. Peirson Alfred Donovan Mrs . Drayton Phillips Miss Molly Pitcher Albert Goodhue Mrs . Louis Pocharski Roger Greenslet Mrs . Joseph C. Roper, Jr. Paul T. Haskell Mrs . David C. Ross Henry Hazen, Jr. Mrs . Richard Russell Owen E. Hearty Mrs . James Reiley Sherman Holcomb Mrs . James F. St. Clair Claude K. Jones Mrs . George Sausele Mrs . Francis P. Scully, Jr. Leonard B. Kilgore Mrs . Robert R. Shapiro Mrs . Benjamin Shreve George Lail Mrs . William A. Slade, Jr. Richard D. Lemmerman Mrs . Dwain B. Smith Richard A. LeBel Mrs . Joseph V. Stanton Vincent Lyness Miss Beatrice Stasinopolous Mrs . Bryant F. Tolies, Jr. Mrs . Gerald B. Townsend Mrs . Richard S.-West Mrs . William C. Wheaton Mrs . Robert G. Young Mrs. Paul Zaido Mrs. Joseph Zelinski Annual Report ESSEX INSTITUTE - LADIES COMMITTEE 1978 - 1979 ASSOCIATES Mrs. Dougla^ F. Allan Mrs. John Ballou Mrs. Henry P. Binney Mrs. Philip Bourne Mrs. Francis Brown, Jr. Mrs. Louis C. Copeland Mrs. Frederick J. Davis Mrs. Ralph Doering, Jr. Mrs. William D. English Mrs. Allyn Fields Mrs. W. Sidney Felton Mrs. Frank McQueston Gring Mrs. John Hand Mrs. C.A.B. Halvorson Mrs. Carter Harrison Mrs . John Haug Mrs. Richard D. Hill Mrs. William Houghton Mrs . Harry Houlberg Mrs. F. Corning Kenly, Jr. Mrs. E. Randall Jackson Mrs. Philip Lord Mrs. Eric N. Meakin Mrs . Edward Parker Mrs. william H. Robinson, Jr. Mrs. Richard Thorndike Mrs. David Wheatland TJ (U CO 4-) - P to ,Q (U •H 6 1 P to p • -P l-D 1 73 •H P P ■P C to P (1) 0 (U m ffi a (U 0 M-i Pi P iH 0 -p a e -p (U VO iH tO CO VD •H M-l 73 0) A 4J C •H 0 C 0) u (0 to 3 o (D rC Q< O H ^1 O ■4-1 (0 ■H to CJ' o ■p o o^ m CQ to o 0) c o u tP w c •H to a 1 ^ ^1 -u 3 c -p c o (U u u I 0) > p to (D rC X 0) (0 to w (D P 3 4J iH 3 o 0) 73 T3 >1 C C H >1 to PI C '» •H M P to Annual Report 13 intellectual and physical energy, a sense of mission, a feeling of self-accomplishment, and a solid record of tangible results. Our collections are viewed, therefore, as "living" or active, rather than static. Staff At the heart of any successful cultural institution is its profes¬ sional staff. The Institute is very fortunate to have in its employ an outstanding group of people, and I am extremely grateful to all of them for their many creative contributions to our organization last year. Oftentimes staff members have acted with such efficiency and dispatch that I have found it difficult to keep up with them! I am constantly surprised by their innovative productivity. Although the present makeup of our staff is much the same as it was at this time a year ago, there were, nonetheless, some notable changes. In September the Institute family marked the retirement of Huldah S. Payson, curator from 1957 to 1976, and research associate from 1977 to 1978. Mrs. Payson ' s extensive knowledge of the museum collections will be sorely missed, but fortunately she will continue to reside in Salem, and we expect to see her often in the future. Her place on the museum staff has been taken by Dean P. Lahikainen, who assiimed the position of assistant curator for the houses last September. At the same time, John H. Wright took the new title of assistant curator for the museum, thereby reflecting a redefinition of job responsibilities within the museum department. Assisting as well as learning from members of the museum staff were interns Jill Williams from the University of Vermont, Pamela Guren from Cornell University, and Mary Ellen Martin, Naomi Rosenblum, and Martin Blatt from Boston University. Among other staff changes were the promotion of Paul F. Ducey from acting superintendent to superintendent of the maintenance depart¬ ment, and the appointment of Paul S. Marshall as maintenance assistant. During the summer months Alfred A. Huber, an expert on trees and shrubs and a Peabody resident, served very capably as gardener, but was unable to return this year due to poor health. In December Amy W. Richardson became assistant coordinator of education, thereby adding considerable strength to the education department. Mrs. James A. Ostheimer replaced Mrs. Hugh Nelson as development assistant in October, and has enabled us to expand our membership program. In the same month we were fortu¬ nate to secure the services of George H. Gossom, Jr., a former Glouces¬ ter schoolteacher, as constable and weekend supervisor. Museum and Houses Aside from preparations for the aforementioned Lynn shoe and leather show, the major event of 1978-79 for the museiim department was the Essex Institute's assumption of curatorial management responsibilitie for the Ropes Mansion (ca. 1719; 1894) at 318 Essex Street in Salem. By Annual Report 14 virtue of an agreement between the trustees of the Ropes Memorial and the Council of the Institute, the Institute has taken on the task of recording, researching, arranging, caring for, and interpreting the house and its contents, including the execution over the next two years of a program of interior refurbishment. Much of this very important work, currently underway, will be performed by resident custodians Dean and Betsy Lahikainen. As agents for the Ropes trustees, the Institute has taken on the following advisory functions: publicity, visiting school and adult groups, security, the annual horticultural lecture series, the appointment and supervision of the resident custodians and guides, and interior and exterior maintenance. In continuation of their role as guardians of the property, the Ropes trustees have re¬ tained full accountability for the financial and legal affairs of the property. We are delighted to assume the duty of managing this import¬ ant colonial residence in fulfillment of the wishes of the late Ropes sisters under whose wills the house was first opened to the public in 1912. This past year also saw the establishment of the Salem Witchcraft Fund to support programs relating to the historic 1692-93 Salem witch¬ craft trials. This important fund was set up with generous donations from two close friends of the Institute. The fund will cover the costs of annual s\immer exhibitions treating the Salem witchcraft era and will provide income for the purchase and conservation of related museum ob¬ jects and library materials and for the development of related teaching tools and publications. Two products to date are the small show, "Salem Witches: Myth and Reality," and the acquisition of the magni¬ ficent romantic historical painting, "The Examination of a Witch," painted by the New York artist T. H. Matteson in 1853. In the show, this canvas hangs adjacent to its well-known companion, "The Trial of • George Jacobs," owned by the Institute for many years. We are currently developing guidelines for a "Friends of Salem Witchcraft" group, which everyone will be eligible to join, particularly those whose direct-line ancestor (s) may have in some way been associated with the witch trials. Through the fund and the new group, the Institute will enhance its ^ ability to interpret in a responsible and scholarly manner one of the most significant episodes in Essex County history. The museum staff was at center stage of one of the highlight events of the Institute's 1978-79 year when in late October and early November several scenes for the new cinema adaptation of Henry James's short novel. The Europeans, were shot at the Gardner-Pingree and Daland >■ Houses and on Salem's famed Chestnut Street. Produced by Ismail Merchantj and directed by James Ivory, the film featured American actress Lee Remick and English actor Robin Ellis in the lead roles. Several Insti¬ tute staff members were rewarded for their hard work in support of the film crew by small roles as extras. In addition to the Salem sites, major portions of the film were made in properties owned by the Society for the Preservation of New England Antiquities, Boston. The movie was premiered at the Cannes International Film Festival, and will open in I Annual Report 15 England and the United States later this year, with a prominent Institute credit line. In addition to the exhibition on Salem witchcraft (which opened in April 1979), a number of other special shows were held. During the summer months we presented an unusual loan exhibition entitled "Sights and Sounds of the Past: The Television Age is Born." We are very grateful to a member of the Council, David P. Wheatland, for helping to make this show possible. From the middle of June to the middle of September, an exhibit of prints from the Institute's exten¬ sive collections was installed in the McCarthy Gallery. This was timed to coincide with the publication of Registrar Toni Norton's booklet (see "Publications") on our print holdings. A selection of crazy and patchwork quilts owned by the Institute was displayed in the McCarthy Gallery from September to January. In conjunction with the Salem State College-Essex Institute conference, "New England Puritanism: 1620-1750," the library and museum departments collaborated on a small but excellent Print Room exhibition entitled "New England's Rarities: Puritan Books and Manuscripts of the Seventeenth Century." This was followed by the exhibition "Conservation of Paper:* Some Problems and Solutions," which was set up by the library staff in conjunction with a seminar on paper conservation held in early November (see "Library"). From November to January the Print Room and adjacent gallery space accommodated "Charles Osgood: Prolific Portrait Painter of Salem," organized, with an accom¬ panying catalogue, by Assistant Curator John Wright and volunteer Frederic Sharf. It was the consensus that this representative exhibit of Osgood's work was one of the best special painting shows that the Institute had ever done. After January, due to the renovation of the Portrait Gallery, no new exhibitions were put up (see "Special Projects"). The high points of the Institute's museiim acquisitions for 1978-79 were described by Curator Anne Farnam at the annual meeting and bear repeating. A total of 231 objects were accessioned — 117 were gifts, 8 were purchases, 9 were loans, and 97 were from our collections. The major purchase, to which I have previously alluded, was T.H. Matteson ' s large oil painting, "Examination of a Witch," which will be one of the cornerstones of the Institute's annual summer exhibition treating the Salem witchcraft episode. With the assets of the Stuart Memorial Fund, we were able to acquire in April a superb daguerreotype portrait (1848) of Benjamin W. Crowninshield . Other purchases included the music sheet lithograph "Sea Serpent" (in Boston Harbor) (ca. 1842) and several small items for the Lynn shoe and leather exhibition. Many excellent donations were received by the museum department last year, and I regret that space does not permit me to list each individually. We are very grateful to all donors, however! Some of the most outstanding gifts were: an oil portrait of Henry Fitz Waters by Frank W. Benson from Mrs. Paul T. Haskell, Salem; an early 18th- century large Bokhara rug, once the property of Dr. George Webb West, from Richard S. West, Wenham, Massachusetts; an Empire sofa, said to have belonged to Samuel Holton's daughter, Danvers, from Mrs. Hugh S. Annual Report 16 Grey, Canaan Street, New Hampshire; a ram weathervane (ca. 1840), gilded tin, with rod and directional signs and ball, from the Chad¬ wick family farm in Boxford, from Helen E. Chadwick for the children of John T. Chadwick, Boxford, Massachusetts; a silver cann, made by John Andrew, Salem silversmith, probably in 1779, from Stephen Wheat- land, Sorrento, Maine; ^a stirring spoon of silver (ca. 1930), made by Franklin Porter, Essex County, from Mrs. Paul T. Haskell; souvenirs of 19th-century trips to Europe, from the Misses Broadhead, Salem; a silver porringer made by Emery, Boston, associated with the Rantoul and Endicott families, from William Endicott, Manchester; pieces of Oak Leaf pattern china, Wedgwood, from "Oak Hill" in Danvers, from Mrs. S. Eliot Guild, Boston; 19th-century costumes, memorial jewelry, and medallions from Miss Susan G. Loring, Boston; 19th-century cos¬ tumes from Mrs. Richard Haley, Marblehead; the wedding dress (1883) of Clara Bertram Little (nee Kimball), and related photographs, from Bertram K. Little, Brookline, Massachusetts; three dolls, from Mrs. Edith Candia, Lynn, Massachusetts; World War II items from Mr. Charles D. Farmer, Peabody, Massachusetts; a patchwork quilt, mid-19th century; from William C. Loring, Beverly Farms, Massachusetts; and a watercolor of the old Salem railroad station, by Hayley Lever (ca. 1920), from Stephen Wheatland. Additional business worthy of mention was transacted by the museum staff. After functioning for many years without such a document the department, the Museum Committee, and the Council collaborated on the drafting and formal approval of a museum collections policy state-] ment. Simultaneously, a siimmary outline of the strengths and weak¬ nesses of the museum collections was prepared and distributed. These, two documents (see "Appendix A" and Appendix B") will be of great as-j sistance to Institute staff, members, and friends in the ongoing searc for significant additions to these collections. The conservation of our paintings and furniture was continued, albeit at a slower pace than in past years. Loans were extended to the Currier Gallery of Ar( (Manchester, New Hampshire), the Naumkeag Trust Company (Salem), WGBH,1 Channel 2 (Boston) for the filming of The Scarlet Letter, the Whitney] Muse\im of American Art (New York City) , the Massachusetts Council on the Arts and Humanities (Boston) for a traveling display, the Concord Antiquarian Society (Concord, Massachusetts), the Lynn Historical Society (Lynn, Massachusetts), Old Sturbridge Village (Sturbridge, Massachusetts), the Copley Society (Boston), the Winn Library, Gordon College '(Wenham, Massachusetts), the Cape Ann Historical Society (Gloucester, Massachusetts), and the Merrimack Valley Textile Museum (North Andover, Massachusetts). Our modest museum acquisitions funds were happily supplemented by income gained from the disposal of dupli-J cate prints and objects from the military collection. Under the chaii manship of Council member Marion Peirson, a special Museum Royalties Committee was established and, at this writing, is in the process of developing various projects which, through the sale of museum repor- ductions, will also add to acquisitions funds. I continued to be impressed by the various professional activities (lectures, publicatic The Institute's dollhouse collection attracts visitors of all ages. Annual Report 17 conference participation, etc. ) of museum department members — these do a great deal to spread the name and reputation of the Institute. Elaine Bonney, Cindy Cetlin, and Mary Silver Smith provided valuable administrative and guiding assistance for the department. Library The major function of our library staff each year is service to our readers and correspondents. According to Reference Librarian Irene Norton, the number of readers making use of the incomparable resources of the James Duncan Phillips Library in 1978-79 remained at about the same level as in the previous two years. There were 2881 total visits to the reading room, of which 960 were by members. The number of indi¬ vidual readers totaled 978, of which 126 consulted manuscripts. An incredible total of 811 letters were received and answered. All this activity places a tremendous reference strain on our small staff and loyal volunteers, and I am grateful to all of them for handling this added pressure so well. Among the always-interesting list of research topics were; Nathaniel Bowditch and early American science; Salem du-- ring the Revolutionary War; Newburyport cabinetmakers; law and autho¬ rity in colonial Massachusetts; history of the First Baptist Church, Salem; the love story of Nathaniel Hawthorne and Sophia Peabody; 18th- century medicine in Essex County; music in Salem, 1825-50; Federal era cabinetmaking practices; abolitionism and transcendentalism; history of the U.S. Supreme Court, 1789-1900; shipyards in the 18th and 19th cen¬ turies; colonial fishermen and merchant seamen; regional history of Essex County, 1650-1763; the Reverend Dr. John Prince and scientific instr\iments ; the restoration of the Joshua Ward House, Salem; Massa¬ chusetts politics, 1800-1850; the American merchant marine, 1830-45; Dr. Edward A. Holyoke; confectioners in Salem, 1790-1860; Thomas Spen¬ cer and the Salem Anti-Slavery Society; expectations of marriage; en¬ vironmental perception and landscape change in Salem, 1626-1700; adult conception and treatment of children and youth in colonial and early 19th-century New England; and biographies of Nathaniel Hawthorne, Anne Hutchinson, Timothy Pickering, and Elizabeth Stuart Phelps Ward. Library acquisitions were by intention not as numerous as in the recent past; nonetheless, for the library staff, the fascination of search and discovery was there as always. The library's new collection policy statement has provided useful guidelines for acquisition of printed materials (see "Appendix C"). From Assistant Librarian Mary Ritchie's records, we know that a total of 738 printed items were acquired, 454 by purchase and 264 by gifts from 142 donors. The bulk of these were periodicals, books, and pamphlets in the areas of New England local history. New England genealogy, Essex County history, American maritime history, American biography, general reference, American fine and decorative arts, American architectural history, general Americana, and the history of late imperial China and Chinese relations with the West. The sum of 27 manuscript acquisitions were recorded, 8 by purchase and 19 by gift. Included in this group were: ' letters from John Greenleaf Wliittier, Lucy Larcom, and Julian Hawthorne: Annual Report 18 an account book for the Essex Bank; an account book of lawyer Nathan Dane; addi¬ tions to the records of the Myopia Hunt Cliib; additions to the correspondence, legal notes, and other papers of Samuel Putnam, lawyer and judge of the Supreme Judicial Court of Massachusetts; additions to the Bowditch family papers; letters to Nicholas Thorndike discussing the Russian trade; correspondence of Simon Stodder, a shipping agent stationed in Africa; the 1786 articles and covenant for the Salem Tabernacle Church; legal and financial papers for the Lye and Tapley families of Lynn; estate papers of Joel Bowker, a Salem merchant; two Quaker marriage certificates; and an account book of the Salem carpenter Thomas S. Jewett, detailing his work on Salem houses, 1844-1908. Our endowed library purchase funds were increased as a result of disposal sales of duplicate and extraneous materials . A number of special projects and activities were undertaken by the library department in 1978-79. During the fall, consultant Hilda Armour completed the cataloguing of the Bowditch Family Papers, the gift the previous year of Nathaniel R. Bowditch of Philadelphia. Mar¬ jorie Spencer continued her excellent work processing the Pingree Family Papers, and should complete her assignment by September. With the as¬ sistance of a grant from the Massachusetts Council on the Arts and Hu¬ manities, we initiated a conservation program for our manuscript maps, many of which are in dire need of cleaning, repair, and restoration. During both the first and second semesters of the academic year. Asso¬ ciate Librarian Robin Murray and Manuscript Librarian Ellen Mark taught a course on archival principles and practices in cooperation with the History Department of Salem State College. In November the Institute sponsored a one-day seminar on the problems and solutions of paper con¬ servation led by Director Emeritus George M. Cunha of the New England Document Conservation Center. After unpredictable delay, work was con¬ tinued on the construction of a basic paper-conservation laboratory in the basement of the Daland House. Small exhibitions on the Salem fire, the military career of Timothy Pickering, and paper conservation were installed in the hallway and catalogue file areas adjacent to the reading room. A selection of photographs from the Ward China Library was reproduced for the use of the National Film Board of Canada in a film about the life and career of Canadian diplomat Chester Ronning. Our many volunteers and interns continued their invaluable work in cataloguing, reference, and manuscript reporting and inventorying. Under Administrative Assistant Marylou Birchmore's direction, the pho¬ tograph collection was used frequently, with over 180 queries or orders answered, and 171 photographs sold. During the winter a new Minolta microfilm and microfiche reader-printer was acquired and installed in the reading room. Additional microfilm of the newspaper collection will soon be available by virtue of agreement with the New England Document Center, whereby the Institute leases its microfilm camera in return for microfilming services. Perhaps the most striking development in the library last year was the continuing emphasis on educational outreach by means of exhibitions, seminars, courses, lectures, and internships. Senator William Saltonstall, Education Director David Goss, and Salem Mayor Jean Levesque at a reception for educators and public officials. Salem schoolchildren at the Essex Institute. Annual Report 19 Education With the assistance of a special one-year grant from the Massa¬ chusetts legislature (channeled through the Massachusetts Council on the Arts and Humanities), the education department grew in size (see "Staff"), and launched a number of new in-house as well as outreach programs. The department now offers more than 20 different thematic programs for young people, grades K through 12, and actively promotes the availability of these through a handsome printed brochure and by I direct communication with teachers and school administrators. Three new slide-tape presentations were developed dealing with colonial American painting, Massachusetts and the sea, and the abolition move- 1 ment in Massachusetts. Also prepared were four community-oriented programs for talented and gifted elementary school students. The topics covered are; understanding the houses of your neighborhood, immigrant life in Salem, Salem's Revolutionary heritage, and abolition ^ in Essex County. These appealing offerings were further publicized by means of a new slide-show production which was premiered at a special reception for educators and public officials held in January. The department's other activities for the year reflect considerable diversity and creativity. Throughout 1978-79, department coordinator David Goss and his assistants conducted teacher education workshops on oral history, the utilization of museum resources, and Salem and the sea. . A new oral history project, initiated in conjunction with Professor John Fox of Salem State College and consultant/intern Rita Newman, treated the 1914 Salem fire, the last days of Salem shipping, and immigrant life ; in Salem's factories and ethnic neighborhoods. During the fall, the j department launched into the area of adult education by offering George j Michael's well-known "Encountering Antiques" course. In April the de- i\ partment published the first edition of its teacher's self-guided high¬ lights tour for the museum. The Salem Cultural Resource Center (con- sisting of the Institute, the Peabody Museum, the House of Seven Gables, and the Pickering Wharf) continued working cooperatively to attract new ‘ school groups to Salem. Held last winter, the fourth annual Children's ’■ Film Festival drew 1600 young people to the Institute. Department mem- h; bers attended professional meetings, conducted workshops, delivered ►i| lectures to local groups, and did many other tilings that brought the il department's programs to people's attention. In sum, it was a remark- 1) able year of accomplishment for the education department — a positive reflection of this is the fact that last year more schoolchildren than ever before visited the Institute. ‘ Publications The primary focus of the publications program in 1978-79 has been on the Samuel Mclntire editorial project (see "Special Projects"). With Professor Paul F. Norton as editor, the project has taken great strides forward, and we are looking ahead to another productive year. We hope for publication of the volume of drawings and business papers r« by late 1980 or 1981, and will devote all of the resources of the Annual Report 20 James Duncan Phillips Fund to this end until the volume is finished. To date. Professor Norton has taken preliminary organizational steps, conducted research, carried on an extensive search for Mclntire manu¬ scripts (at the Institute as well as at other repositories) , and has laid plans for the structure and content of the volume. The photo¬ graphy of the drawings has nearly been completed by the Meriden Gravure Company. Several here to fore -unpublished drawings and other papers have been located. With much well-merited fanfare, the second and third of our museiam booklets were published last year. Financed by a special grant from the National Endowment for the Arts, Prints at the Essex Institute, compiled by registrar Toni Norton, appeared in early summer and re¬ ceived immediate recognition for its excellence. Museum Collections of the Essex Institute, by former Curator Huldah S. Payson, was pub¬ lished in September, on which occasion Mrs. Payson delivered a lecture on the subject matter of the booklet. Funded cooperatively by the Essex County Tourist Council and seven area businesses (Daniel Low, Eastman Gelatine, Empire Clothing, G.T.E. Sylvania, Holyoke Mutual Insurance Company, Parker Brothers, and Pickering Oil Company), this attractive booklet is the cornerstone of the museum booklet series, providing a complete overview of the museum collections. Booklets on furniture, silver, and painting are next planned. According to Publi¬ cations Assistant Joyce Duffy, the series is selling quite well. Initiated in 1974 by myself and my wife, Carolyn, the Salem archi¬ tectural guidebook project proceeds along at a deliberately modest pace. Last spring the Institute Council and the trustees of Historic Salem, Inc. approved a plan by which the two organizations will officially cosponsor publication of the volume. All the money required for pub¬ lication subvention is yet to be raised. Thus far the bulk of the research, photography, and survey for the guidebook has been completed. Compilation of the entries is currently under way. The book will treat the high points of Salem's surviving architecture, which will be arranged geographically by districts. Inspired by the obvious richness of Salem's architectural heritage and by historic preservation concern, the guide¬ book will be the first scholarly work on Salem architecture since the Institute published Fiske Kimball's Mr. Samuel Mclntire, Carver... in 1940. We hope to have it ready by the spring of 1981. As is traditionally the case at the Institute, the Historical Collections and the Newsletter were published four times last year and were expertly copyedited by my assistant, Katherine Richardson. The costs of printing continue to rise at an alarming rate, but we feel that these are justified by the important services which these perio¬ dicals perform. One entire issue of the Collections was devoted to a short biography of Samuel Johnson, the North Andover theologian and transcendalist , by Roger C. Mueller. We will continue to publish these special issues from time to time as circumstances and material demand. Annual Report 21 Maintenance and Physical Plant Improvements Thanks to the dedication and seemingly inexhaustible energy of Paul Ducey and his departmental assistants, 1978-79 was a banner year for the maintenance department. Routine cleaning and other tasks were handled in such an efficient manner by Paul Marshall, Helen Marquis, and Lorraine Barker that much additional time was made available for special projects. In addition to work on the Portrait Gallery, the new Plummer Hall storage area, and the Beebe Summer House (see "Spe¬ cial Projects"), a number of other important projects were completed. To aid us in our drive to conserve energy, attic "cap" insulation was installed in Plummer Hall and the Daland House. Our outside security was improved by the placement of new floodlighting on or near several buildings in the main compound. The rear driveway was built up and regraded, and provided with a new drainage system. The burglar and fire alarms in the main complex, the Ward House, the Crowninshield- Bentley House, the Vaughan Doll House, and the Gardner-Pingree House were expanded and purchased outright in an effort to cut security costs over a period of several years. Thanks largely to the efforts of Ray Moore and Bill Houghton, a new Ladies Committee office and confe¬ rence room was created in the Daland House. Through the auspices of the C.E.T.A. program, we were able to add painter Brian Manning to our staff in January, and his presence has permitted us to undertake a number of vital interior painting projects. Several rooms in the As¬ sembly and Peirce-Nichols Houses were painted by a subcontractor. The lovely Victorian cast-iron fences in front of the Assembly and Gardner- Pingree Houses were repaired after extensive damage caused by vandalism. Work continues on repainting and the installation of protective plexi¬ glass in the exhibit cases in the main upstairs gallery of Plummer Hall. Many other smaller projects were completed through the diverse talents of Paul Ducey. The gardens and grounds received expert care under the direction of Al Hxaber (see "Staff"). Constables Reggie Mclntire, George Crowdis, George Gossam, and Harold Shallow performed yeoman service in the security area during the year. Community Relations Phyllis Shutzer's dynamic leadership in the community relations department continues to contribute significantly to the still-growing public awareness of the Institute. This was reflected both in increased membership (up about 8% from 1977-78) and in greater attendance (up about 13% to over 57,000 from calendar year 1978) to which Adminis¬ trative Receptionist Nancy Ward gave considerable attention. More and more attention is being focused on the Institute in the media as our already broad communications network is enlarged. Beyond the customary press releases, calendar notices, radio and television spots, and travel guide entries, Mrs. Shutzer devoted much time to cooperative promotional work with the Peabody Museum, the House of Seven Gables, and other Salem museums and historic sites. Albeit on a small scale, paid advertising was \indertaken for the first time in the Institute's history, with Annual Report 22 assistance from the Essex County Tourist Council. Later this year Newsweek and Time will carry special public service advertising for the Institute. Working closely with development assistant Cornelia Ostheimer, Mrs. Shutzer contributed to the expansion of the Institute's corporate/ institutional membership. We have doubled the number of members in this category from a year ago, and they now number over sixty. The Insti¬ tute continued to receive attention in magazine articles and in tele¬ vision news coverage and special interviews. Now in its sixth year, Mrs. Shutzer ' s colximn, "Essex County Chronicles" again appeared in the Salem Evening News and other North Shore newspapers. The Salem School Department is planning to publish as instructional materials selections from these articles. Mrs. Shutzer kept us in close touch with the business community, the New England Council, the Essex County Tourist Council, and the Salem Chamber of Commerce. ★ St**********************************'* *'**'*********'*********** As our "Calendar of Events" for 1978-79 (see pp. 35-38) reflects so well, the Institute is a marvelously versatile institution with appeal to many different "publics." It is gratifying to see increasing numbers as well as a broder cross-section of people taking advantage of our services and programs. The special projects, to which I have devoted much space earlier, are one of the major reasons why this is taking place. It is further pleasing to witness the amount of volunteer activity at the Institute, for we feel that it is an accurate index of how people feel about what we are doing here. To those people who have extended their assistance and support to the Institute during the past year may I express my sincere appreciation. To everyone I would like to extend an invitation to participate actively with us in our ongoing endeavors to collect, preserve, and interpret the history of Essex County, New England, and the nation. Respectfully submitted, BRYANT F. TOLLES, JR. Director and Librarian Annual Report 23 REPORT OF THE TREASURER The audited statements of account prepared by Albert W. Dodge, Jr. for the fiscal year March 31, 1979, 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, 1979, was $3,259,865. as compared with $3,146,811. a year ago. Respectfully submitted. EDWARD H. OSGOOD Treasurer Annual Report 24 ALBERT W. DODGE. JR CERTIFIED PUBLIC ACCOUNTANT 38 PORTER STREET WENHAM MASSACHUSET'^S 01964 To the Council of the Essex Institute: I have examined the balance sheets of the Essex Institute as of March 31, 1979, and the related statements of general fund revenues, expenditures and other changes and the summary of changes in fund balances for the year then ended. My 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 circumstances . The financial statements of the Essex Institute for the year ended March 31, 1978 were examined by other auditors whose report dated May 19, 1978 expressed an unqualified opinion on these statements. In my opinion, the 1978 aforementioned financial statements present fairly the financial position of the Essex Institute at March 31, 1979 and 1978, 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. By June 20, 1979 Annual Report 25 ESSEX INSTITUTE STATEMENT OF GENERAL FUND REVENUES, EXPENDITURES, AND OTHER CHANGES FOR THE YEARS ENDED MARCH 31, 1979 AND 1978 REVENUES 19 7 9 19 7 8 Admissions $ 29,656 $ 27,618 Unrestricted gifts used to meet expenses 26,465 28,988 Membership dues 25,085 21,420 Publications 18,619 22,030 Other income 2,808 3,682 Total revenues 102,633 103,738 OPERATING EXPENSES Direct expenses: Museum 81,016 88/451 Houses 37,414 29,485 Publications 52,398 45,223 Library Costs attributable to all Institute activities : 69,306 75,367 Administration and general 149,294 139,165 Operation and maintenance 89,867 91,547 Total expenses 479,295 469,238 Excess of operating expenses over revenues (376,662) (365,500) FUNDS USED FOR OPERATIONS Restricted gifts, investment Income, and other receipts for designated purposes availed of 194,112 181,765 Endowment fund unrestricted income 118,211 114,279 James D. Phillips Trust income 31,949 19,319 344,272 315,363 Excess of operating expenses over revenues and funds used (32,390) (50,137) OTHER CHANGES AND TRANSFERS Funds used for plant additions (17,837) (2,148) Transfers : Adjustment of income cash balances 11,480 — Transfers from endowment funds 50,541 — Transfer from (to) restricted current funds - 14,600 62,021 14,600 44,184 12,452 Net increase (decrease) in general fund balance $ 11.794 $(37,685) The accompanying notes are an integral part of these financial statements. Annual Report 26 ESSEX INSTITUTE BALANCE SHEETS, March 31, 1979 and 1978 19 7 9 19 7 8 Current fund assets: Cash (overdraft) $ 4,542 $ (1,939) Dividends and interest receivable 31,903 34,883 Prepaid expense (principally insurance) 7,545 8,845 43,990 41,789 Endowment fund assets (Notes 1 and 4) : Investments, at cost: Cash held for investment Fixed income Equities 5,186 1,266,277 1,378,539 38,006 1,359,391 1,305,099 2,650,002 2,702,496 Plant fund assets (Note 1) : Land Institute buildings and improvements Period houses 101,288 853,485 234,398 101,288 823,074 225,369 1,189,171 1,149,731 j $3,883,163 f $3,894,016 The accompanying notes are an integral part of the financial statements. Annual Report 27 LIABILITIES AND FUND BALANCES 19 7 9 19 7 8 Current fund balances and liabilities: Accrued expenses $ 12,419 $ 16,600 Membership dues received In advance 13,850 8,805 General fund balance (deficit) (46,448) (58,242) Unexpended balance of gifts, investment income, and other receipts for designated purposes 64,169 74,626 43,990 41,789 Endowment fund balances : Restricted as to income 1,396,236 1,391,348 Unrestricted as to income 1,253,766 1,311,148 2,650,002 2,702,496 Plant fund balances: Expended for plant 1,189,171 1,149,731 1,189,171 1,149,731 $3,883,163 $3,894,016 Annual Report 28 f ESSEX INSTITUTE SUMMARY OF CHANGES IN FUND BALANCES FOR THE YEAR ENDED MARCH 31, 1979 Balances March 31, 1978 Gifts Endowment funds: Restricted as to income $1,391,348 $ 15,406 Unrestricted as to income 1,311,148 20,827 Total invested funds James D. Phillips Trust investment income (Note 3 ) 2,702,496 36,233 Plant funds : Expended 1,149,731 Current funds; General fund (deficit) Gifts, investment income. and other (58,242) 26,465 receipts for designated purposes 74,626 52,115 Total all funds $3,868,611 $114,813 Sale of books and museum objects Net realized loss on sale of investments (Note 6) Adjustments of income cash balances (Note 5) Other receipts and transfers The accompanying notes are an integral part of these financial statements Annual Report 29 Investment Income Other Receipts Transfers In (Out) Used for Plant Additions Used to Meet Expenses of Current Operations Balances March 31, 1979 ($11,217) (21,668) $ 699 (56,541) $1,396,236 1,253,766 $ 63,899 (32,885) (55,842) (31,949) ($31,950) 2,650,002 $39,440 1,189,171 118,306 104,591 11,480 11,996 50,541 37,250 (17,837) (21,603) (177,161) (194,806) (46,448) 64,169 $286,796 ($ 9.409) $ $ ($403,917) $3,856,894 8,110 (41,877) 11,480 12,878 ($ 9.409) Annual Report 30 ESSEX INSTITUTE SUMMARY OF CHANGES IN FUND BALANCES FOR THE YEAR ENDED MARCH 31, 1978 Balances March 31, 1977 Gifts Endowment funds; Restricted as to income $1,319,178 $ 21,819 Unrestricted as to Income 1,278,883 23,190 Total invested funds 2,598,061 45,009 James D. Phillips Trust investment income (Note 3) Plant funds: Expended 1,147,583 Current funds: General fund (deficit) (20,557) 28,988 Gifts, investment income, and other receipts for designated purposes 107,074 73,454 Total all funds $3,832,161 $147,451 Life membership Sale of books and objects Net realized gain on sales of investments Other The accompanying notes are an integral part of these financial statements. Annual Report 31 Investment Income $ 97,349 114,279 211,628 38,638 $250.266 Used to Meet Other Receipts Transfers In (Out) Used for Plant Additons Expenses of Current Operations Balances March 31, 1978 $ 6,222 9,055 ($53,220) 20 ($114,279) $1,391,348 1,311,148 15,277 (53,200) (114,279) 2,702,496 1 (19,319) $2,148 (19,319) 1,149,731 14,600 (2,148) (79,125) (58,242) 17,944 57,919 (181,765) 74,626 $33,221 $ $ ('$394,488) $3,868,611 1,750 10,728 13,527 7,216 $33.221 Annual Report 32 ESSEX INSTITUTE NOTES TO FINANCIAL STATEMENTS 1. 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. 2. 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 $5,728 and $5,750 in fiscal 1979 and 1978, respectively. The plan is a defined contribution type plan wherein benefits are based on accumulated contributions. 3. James D. Phillips Trust: The Institute is a beneficiary of the James D, Phillips Trust. The assets of the Trust are managed by independent Trustees and are not included in the assets of the Institute. One half of the income received by the Institute is restricted endowment income to be used for specific purposes. The remaining income is unrestricted and used for current operations. Annual Report 33 ESSEX INSTITUTE NOTES TO FINANCIAL STATEMENTS 4. Investments ; Total market value of investment securities was as follows at March 31; 19 7 9 19 7 8 Fixed income $1,336,932 $1,349,181 Equities 1,922,933 1,797,630 $3,259,865 $3,146,811 5. Adjustment of Income and Endowment (principal) Cash Balances; Transfers and other adjustments to the compensating cash balances of income and endowment principal in prior years have resulted in a net investment cash decrease of $2,521, This adjustment is stated as an increase in income cash of $11,480 and a decrease in principal cash of $14,001. The principal cash decrease has been combined with actual investment losses as described in Note 6, 6. Gains and Losses on Sale of Investments; Net realized losses on the sale of investments include an adjustment to endowment cash of $14,001 and other prior year adjustments of $1,000 which are charged to investment losses for the purpose of allocating total adjustments among the endowment funds. 7. Transfer of Parker Funds; On January 1, 1979 the George S. Parker Memorial Fund and the George S, Parker Memorial Lecture Fund were transferred to a separate account at Fiduciary Trust Company for the purpose of separate investment management. The transfers were made at current market value and represented an amount equal to the share of each fund in the pool of combined funds at January 1, 1979. For financial statement purposes all funds are considered part of the combined funds of the Institute and are not therefore separately stated. Annual Report 34 Bequests for the Benefit of the Essex Institute Since its establishment in 1848, the Essex Institute has bene¬ fited greatly from the kind generosity of those who have made speci¬ fic bequests to the Institute in their wills. For many individuals, those bequests made permanent the support which they had offered the Institute during their lifetimes. Such bequests have become in¬ creasingly important in recent years as inflation and rising costs have placed greater strains on the endowment and the annual operating budget of the Institute. Bequests to the Institute may be made in any amount for a wide variety of purposes. Most are offered without restrictions, thereby enabling the director and trustees to designate them for general en¬ dowment or other areas considered appropriate. Occasionally, res¬ tricted bequests are made, satisfying the donor's wish to support museum acquisitions, a specific historic house property, the educa¬ tion program, publications, the library, a lecture series, or other areas of personal interest. Although most bequests come as cash, stocks, or bonds, tangible assets such as real estate, rare books, or historical, fine, and decorative arts objects are also left to the Institute. By making a bequest to the Essex Institute, you can reduce the size of the taxable assets of your estate, thereby benefiting your heirs. Thus the Institute, as a beneficiary, receives the full amount of your bequest, and your heirs benefit from tax savings. As a legal provision made by will, a bequest may be structured in several dif¬ ferent ways. The Institute may be named as beneficiary of a testa¬ mentary (life income) trust, or an outright, a residuary, or a con¬ tingent bequest. Before arranging for bequests of any kind of pro¬ perty, however, donors are encouraged to consult with their finan¬ cial and/or legal advisers, and with Institute officials. Inquiries concerning bequests may be directed to: Bryant F. Tolies, Jr., Essex Institute 132 Essex Street Salem, MA 01970 Director and Librarian Annual Report 35 CALENDAR OF EVENTS April 1, 1978 - March 31, 1979 April 1. (Continuing exhibit) "Salem on the Grand Tour of Europe" (to May 28) . April 3, 10, 18, 24. Guides Lectures. April 12, 26; May 10, 24. Ladies Committee miniature furniture course taught by Dolores Rawding. April 25. Annual Meeting. April 27. Ladies Committee Spring Lecture: "Captains and Mari¬ time Paintings of the China Trade," by Carl L. Crossman, president of Childs Gallery. May 2 . Lecture: "Preservation — Secret Weapon of City Survival," by William J. Tinti, Salem solicitor and former chairman of the Salem Redevelopment Authority; SRA exhibit: "The Changing Picture of Urban Renewal in an Historic City" (to June 11) . May 4 . Ladies Committee Spring Lecture: "Oriental Carpets in Seventeenth and Eighteenth-Century America," by Sarah B. Sherrill, associate editor of The Magazine Antiques. May 11. Ladies Committee May Basket Lunch and Spring Lecture: "Chinese Export Porcelain for the American Market, " by Harry Ash¬ ton Crosby Forbes, founder and curator of the Museum of the Ameri¬ can China Trade. May 12. Opening of Gardner-Pingree House free to Salem residents in acknowledgment of National Historic Preservation Week. May 16. Boston-area archivists hosted by Institute library staff. May 18, 19, 25. Children's Spring Film Series. June 1. Exhibit of "The Great Salem Fire (1914)" (to October 1). June 8. Opening of exhibition, "Sights and Sounds from the Past: The Television Age is Born" (to September 24). June 12 . Opening of exhibition, "Prints at the Essex Institute" (to September 10) . June 15 . Special reception for Corporate/lnstitutional, Twenty-year, and Life Members. June 23, 24. Gardner-Pingree House and Assembly House open all day for Historic Salem House Tour. Annual Report 36 August 10-September 1 (Thursdays and Fridays). Young People ' s Sununer Film Festival, "Children's Stories of the Past." September 5-December 12 (Tuesday evenings). "All About Manuscripts and Archives: An Introduction to Archival Principles and Practices," a Continuing Education course given by Associate Librarian Robinson Murray and Manuscript Librarian Ellen Mark in cooperation with Salem State College. September 7 . Staff and Council party in honor of former Curator Huldah S. Payson, upon the occasion of her retirement. September 11 . Guides' Treat: Visit to '‘Shark's Mouth" and "Stone House, " Manchester. September 11. Two consecutive quilt exhibitions: "Crazy -Quilts " and "Patchwork Quilts" (to January 14). September 19. Lecture on "Light for Night: The Development and Use of Lighting Devices in America, " by Assistant Curator John Wright . September 20. Ladies Committee boutique sale (through September 22) September 21. Ladies Committee fall outing and trip on the Middlesex Canal. October 9 -November 20 (Monday evenings). Antiques lectures by George Michaels. October 11. Exhibit of "Puritan Books and Manuscripts of the Seven¬ teenth Century" (through October 25). October 12, 13, 14. Fourth Annual Salem Conference: "New England Puritanism: 1620-1750, " cosponsored by Salem State College and Early American Literature in cooperation with the Essex Institute October 18. Reception for Institute friends. October 24. Lecture on "Authentic Memorials of Essex County, " by former Curator Huldah S. Payson; reception in honor of the publi¬ cation of Mrs. Payson ' s booklet. Museum Collections of the Essex Institute . October 26. Annual Meeting of the Ladies Committee. November 4 . Seminar on paper conservation conducted by Capt. George Cunha, director emeritus of the New England Document Conservation Center. Opening of exhibition: "Conservation of Paper: Some Problems and Solutions (through April 13). Annual Report 37 November 8, 15^ December 6. Ladies Committee miniature furniture course taught by Dolores Rawding. November 9. Concert of Sacred Music by the Chamber Singers of Gordon College. Opening of a special loan exhibition, "Charles Osgood (1809-1890) , the Prolific Portrait Painter of Salem, Massachusetts" (to January 14). November 28. Lecture on "The Art of Furniture in Miniature" by Harry W. Smith, artist and miniature furniture maker. December 2 . 1978 George S. Parker Memorial Lecture, "What a Year I " by John Chancellor, NBC News anchorman and correspondent. December 7. Annual Institute Christmas Party; puppet show, "Ocean- Born Mary," presented by the Small World Theatre Company. Hosted by the Ladies Committee. December 18. Staff and Council holiday party at Safford House, hosted by President and Mrs. Richard S. West and Director and Mrs. Bryant F. Tolies, Jr. Winter Film Festival — Arts and Crafts in America i January 9, 10, 11. "Gunsmith of Williamsburg." January 30, 31, February 1> "Basketmaking in Colonial Virginia" and "Hammerman of Williamsburg." February 13, 14, 15. "With These Hands." c ^ January 16. Lecture on "Essex County Victorian; An Interim between Colonial Styles," by Curator Anne Farnam. January 23-May 15 (Tuesday evenings). "All About Manuscripts and Archives: An Introduction to Archival Principles and Practices," a Continuing Education course given by Associate Librarian Robin¬ son Murray and Manuscript Librarian Ellen Mark in cooperation with Salem State College. I January 25, 26; February 8, 9, 15, 16. Children's Winter Film Series: Themes of Eighteenth-Century Life. January 25. Education Department evening symposium/reception for legislators and educators. February 14 . Staff Valentine party for department volunteers. February 21. Miniconcert by Gordon Erb, organist, and Linda Jal- bert, flutist. February 21, 22, 23. Education Department vacation music club. Annual Report 38 February 28. Education Department teachers' workshop. March 3 . Bay State Historical League Conference sponsored by the Education Department. March 21, 23. Children's film. March 22. Lyceum Lecture, "Phillips Andover Academy, Andover: From Calvinism to Coeducation," by Frederick S. Allis, Jr., Department of History and the Social Sciences, Phillips Academy. March 24. Education Department teachers' workshop. March 29. Ladies Committee spring meeting. Meetings and Visitations Sponsored by Outside Institutions April 6, 13, 27, May 4. Salem Public School System T.A.G. Program (4 special presentations by Education Coordinator David Goss). April 22. Salem State College/New England Association of Oral History . May 23. New England Baptist Hospital special group tour. J une 4 . Reception for State Representative J. Michael Ruane . J une 6 . Harvard 25th reunion class. August 31. Reception for Congressional candidate John McKean. October 31. Mystic Seaport Volunteers tea and tour of the Institute. October 31-November 4. Merchant-Ivory Company filming of The Euro¬ peans at the Gardner-Pingree House. December 3. Danvers Historical Society Christmas party. December 5 . Historic Salem, Incorporated, reception. January 15. Annual Meeting of the North Shore Childrens Friend and Family Service Society. March 28. Magus, Center for the Performing and Fine Arts concert and reception. Print Room Exhibitions "Sights and Sounds from the Past: The Television Age is Born." June 8-September 24. "Puritan Books and Manuscripts of the Seventeenth Century." October 11-October 25. "Charles Osgood (1809-1890) , the Prolific Painter of Salem, Massa¬ chusetts." November 9 -January 14. McCarthy Gallery Exhibitions "Prints at the Essex Institute." June 12-September 10. "Crazy Quilts" and "Patchwork Quilts." September 11-January 14. Annual Report 39 STAFF PUBLICATIONS, 1978-79 Anne Farnam With Bryant F. Tolies, Jr., "Foreword," Bettina A. Norton., Prints at the Essex Institute (Salem: Essex Institute, 1978) . Essex Institute Museum Booklet Series. With Bryant F. Tolies, Jr., "Foreword," Huldah S. Payson, Museiom Collections of the Essex Institute (Salem: Essex Institute, 1978). Essex Institute Museum Booklet Series. Bettina A. Norton Prints at the Essex Institute (Salem: Essex Institute, 1978) . Essex Institute Museum Booklet Series. "William Sharp: Accomplished Lithographer," Art and Commerce (Boston: Museum of Fine Arts, 1978). Pp. 50-76. "Resemblances and Frauds: Ship Portrait Prints," Peabody Museum of Salem Antiques Show, 1 978 (Salem: Peabody Museiam of Salem, 1978). Program essay. "Sketching America, The New York Public Library's Sketchbook of the Nineteenth Century American Artist and Traveler Edwin Whitefield, " Bulletin of Research in the Humanities , Summer 1978 (New York: New York Public Library, 1978). "Tappan and Bradford: Boston Lithographers with Essex Coxinty Associations," Essex Institute Historical Collections 114, No. 3 (July, 1978): 149-160. Edwin Whitefield: Nineteenth-Century North American Scenery (Barre, Massachusetts: Barre Publishing Co., 1977). Huldah S . Payson Museum Collections of the Essex Institute (Salem: Essex Institute, 1978). Katherine W. Richardson "Advice from a 1770 Almanac, " Early American Life (February, 1979): 56, 58, 59. Annual Report STAFF PUBLICATIONS (Cont . ) 40 Phyllis S. Shutzer "Essex County Chronicles," column published weekly in the Lawrence Eagle Tribune , Newbury port Daily Times , and Salem Evening News , and occasionally in the Gloucester Times . Bryant F. Tolies, Jr. With Anne Farnam, "Foreword, " Bettina A. Norton, Prints at the Essex Institute (Salem: Essex Institute, 1978). Essex Institute Museum Booklet Series. With Anne Farnam, "Foreword," Huldah S. Pay son. Museum Col¬ lections of the Essex Institute (Salem: Essex Institute, 1978). Essex Institute Museum Booklet Series. "Introductory Note," Roger C. Mueller, "Samuel Johnson, Ameri¬ can Transcendentalist : A Short Biography," Essex Institute Historical Collections 115(1979): 1-67. "Report of the Director, " Essex Institute Annual Report, April 1^, 1 977 - March 31 , 1978 (Salem: Essex Institute, 1978). Pp. 9-17. Illustrated. John H. Wright With Frederick A. Sharf, Charles Osgood (1809-1890) , the Prolific Portrait Painter of Salem, Massachusetts (Salem: Essex Institute, 1978). Illustrated exhibition catalogue, with checklist. Annual Report 41 DONORS TO THE ESSEX INSTITUTE FUND April 1, 1978 - March 31, 1979 Alviani, Dr. Doric Babson, Thomas E. Bacon, Dr. & Mrs. William Benjamin Ballantine, Mrs. H. T, Barker, Mr. & Mrs. W. Gardner Bartlett, Mrs, Jesse Ford Barton, Mr. & Mrs. Randolph P. Bentinick-Smith, William Betts, Miss Barbara Bird, Charles Sumner Bishop, Mrs. Robert H. Black, Mrs. Oliver K. Blair, Mrs. George K. Bliss, Mr. & Mrs. Edward Penniman (in memory of Mrs. Alfred Moses) Bond, Mr. & Mrs. Chester E. The Boston Company (matching membership program) Boston Safe Deposit & Trust Co. (matching membership program) Bourgoin, Mrs. Alice S. Bouwensch, Mr. & Mrs. M. W. Bowden, Mr, & Mrs. W. Hammond Bowditch, Mr. & Mrs. Nathaniel R. Bradlee, Sargent i Breed, Mr. & Mrs. Richard P. Breed, Richard P., Jr. ij Brown, Mr. & Mrs. Chester Anderson Brown, Dorothy Addams Brown, Mrs. Edward S. Bullard, Mr, & Mrs. Edward P. ♦ (in memory of Mrs. Alfred Moses) j Bunting, Miss Jane E. , Burke, William C., Jr. ■ (in memory of Mrs. Alfred Moses) j Butler, Miss Ruth G. 1 J Carpenter, William T. ' Carter, Mrs, Elizabeth M. Chagan, Mrs. Allen M. Chamberlain, Mrs. Samuel Chapman, F. Burnham I Cheerful Workers ! (in memory of Mrs. Alfred Moses) Chisholm, Mrs. William Christen, Elizabeth H. Clapp, Miss Mary A. Colburn, Mr. & Mrs. I. W. Collier, Mrs. Arthur L. Colloredo, Mrs. Susanna Cook, Mrs. H. Calvin Coolidge, Dr. Catherine Coolidge, Mr. & Mrs. Harold J. Coolidge, Mr. & Mrs. J. Randolph Coolidge, Mr, & Mrs. Nathaniel S. Copeland, Mrs. Charles H. P. Copeland, Mr. & Mrs. L. C. Cormier, Mrs, Joan Cram, Mrs. G. Frank Creighton, Mr. & Mrs. Albert M. , Jr Croaker, Mrs. U. Haskell DeBlois, Dr. Elizabeth D'Entremont, Mrs. Henry W. Dexter, Mr. & Mrs. Ralph W. Doane, Mrs. Lewis Driver, Mrs. Robert M. Duane, Mr. & Mrs. Harry Bremerton (in memory of Mrs. Alfred Moses) Durnin, Richard G. Eastman, Mrs. Roger K. E G & G Eilts, Hon. Hermann F. Endicott, William, II Erron, Dr. & Mrs. Arthur Ervin, Miss Adele Q. Falvey, Mr, & Mrs. Donald (in memory of Mrs. Alfred Moses) Farnhaai^ ,Miss Ellzabfeth;-R* . . Farnham, Miss Ruth R. Fellows, Mr. & Mrs. Joseph, Jr. Felton, Mrs. Cornelius C. Felton, Cornelius C., Jr. Fenn, Mrs. James P. Fenollosa, Mr. & Mrs. George M. Fiduciary Trust Co. (matching gifts Program) 1 4 42 Annual Report Forbes, Mrs. F. Murray Freeman, Mr. & Mrs. William W. K. Freeman, Elizabeth B. Frost, Mrs. Horace W. Frothingham, Mrs. Theodore Fuller, Mr. & Mrs. Frank J. Gamage, Mr. & Mrs. Peter Gardner, Mr. & Mrs. John L. Gardner, Mrs. Stuart N. (in memory of Mrs. Alfred Moses) General Mills Foundation (matching gift) Gildrie, Mr. & Mrs. Richard P. Gough, Dr. Geoffrey R. Gowing, Mrs. Charles D. Gray, Miss Ruth Gring, Mr. & Mrs. Frank M. Hallowell, Mrs. Samuel H. Hammond, Mr. & Mrs. Roland B. Harte, Mrs. Richard, Jr. Haskell, Mrs. Paul T. (in memory of Mrs. Alfred Moses) Hatch, Mr. & Mrs. Francis W. , Jr. Hayes, Bartlett H. Heath, Mrs. J. Andrew Hebard, Franklin A. Hill, Mr. & Mrs. Richard D. (in memory of Mrs. Alfred Moses) Hixon, Frederick W. Hodgkinson, Harold D. Hoffman, Mr. & Mrs. Martin (in memory of Amelia Harper) Holcomb, Mr. & Mrs. H. Sherman Homans, Mr. & Mrs. George C. Hood, Mrs. Harvey P. Hood, Miss Charlotte Houghton, Mr. & Mrs. William M. Howson, Mrs. Hubert A. Hoyt, Dr. William D. Hull, Miss Raymona E. Hussey, Harold D. Ives, Mr. & Mrs. Robert S. Kelfer, Mr. & Mrs. Harry K. Kent, Mrs. Gertrude B. Kingsley, J. Grafton Klam, Miss M. Knight, Russell W. Lee, Miss Helene G. Leonard, Mrs, Laurence B. Lewis, Mr. George, Jr. Little, Mr. & Mrs. Bertram K. Little, David B. Lodge, Hon. Henry Cabot Loomis, Mrs. M. P. Lord, Mrs. John A. Loring, Mr. & Mrs. Caleb, Jr. Loring, Mrs. Robert P. Loring, Mrs. William C. Lovett, Mr. & Mrs. Robert’ W. Lutts, Mrs. Carlton G., Sr. Lyman, A. Theodore, Jr. Macomber, Mr. & Mrs. Harold G. Mahoney, Mr. & Mrs. William M. , Sr. Mann, Mrs. Charles W. Markey, Cmdr . & Mrs. Francis H. (in memory of Mrs. Alfred Moses) Marsella, Paul D. Marsh, Mrs. James A. Mason, Mrs. Harold Randall (in memory of Mrs. Alfred Moses) Mason, MrsT Henry L. Mayer, Mr. H. Andre Van H. McKean, Mrs. Henry P. Merrill, Mrs. Anna M. (in memory of Amelia Harper) Miller, Mrs. Emerson (in memory of Mrs. Alfred Moses) Moses, Dr. & Mrs. John H. Moustakis, Mrs. Christy Murray, Dr. Josephine L. Naumkeag Trust Company Nichols, H. Gilman, Jr. Nichols, Marion W. Nightingale, Mrs. John T. Northey, William E. Norton, Mr. & Mrs. Maurice E. Nutting, Donald E. Oliver, Andrew Ordway, Mrs. Samuel H. Osgood, Carl M. Annual Report 43 Osgood, Edward H. Osgood, Mrs. Robert L. Padjen, Mr. & Mrs. Oscar palmer, Mrs. Wilson Parker Brothers Incorporated Parker, Mrs. Francis T. (in memory of Amelia Harper) Parker, Mr. & Mrs, Richard B. Peabody, ’Robert E. Peabody, William W. Peirson, Mrs. Edward L. (in memory of Mrs. Alfred Moses) Philbrick, Mr. & Mrs. Richard B. Pickman, Mrs. Edward Motley Pitcoff, Mr. & Mrs. Albert R. Poor, Mrs. Gladys H. Reynolds, Mrs. Erminie S. Robbins, Mrs. Chandler, II Robinson, Mrs. William H. , Jr. Rogers, Bertha F. Salem Five Cents Savings Bank Salem News Publishing Company Santin, Mr. & Mrs. Ernest Sargent, Wendell P. Sawyer, John A. Seamans, Mr. & Mrs. Peter B. ( in memory of John Pickering) j Seamans, Dr. & Mrs, Robert C., Jr. j Sedgwick, Mrs. Ellery i Shane, Mrs. John A. \ I Shapiro, Mrs. Robert R. Shaw, Mrs. J. G. i Shawmut Bank of Boston I (matching membership program) t Shierling, Mrs. Evans V. (in memory of Mrs. Alfred Moses) I Shreve, Mr. & Mrs. Benjamin ' Sibley, Mr. & Mrs. Clifton A. ; Siegener, Miss Sharon ( Slaughter, Dr. & Mrs. Frederick M. ' Small, Mrs. Edward W. Smith, Mr. & Mrs. C. Fred, Jr. Smith, Mary Silver Smith, Mrs. Philip Horton Smith, Mr. & Mrs. S. Abbot Spang, Joseph P., Ill Spencer, Mrs. Anne Felton Southwick, Mrs. Richard C. Stapelis, R. Brendon Stenberg, Mr. Henry G. Steward, Mr. & Mrs. Charles A. Steward, Mr. & Mrs. Gilbert L. Steward, Mr. & Mrs. Gilbert L. , Jr. Sutton, Harry, Jr. Tapley, Charles S. The Thread & Needle Society (in memory of Amelia Harper) Tibbets, Miss Helen A. Tivnan, Dr. Paul E. Tobin, Mr. & Mrs. Morris Tolies, Mr. & Mrs. Bryant F., Sr. Townsend, Mrs. Gerard B. Train, Middleton Tuckerman, Herbert S. Upton, Mr. & Mrs. George, Jr. Usher, Mr. & Mrs. Donald K. Usher, Mrs. Abbott Payson Warner, Mrs. Frederick L. (in memory of Mrs. Alexander Hutchins) Welch, Mrs. Francis C. Wendt, Mrs. H. 0. Wetherbee, Mr. & Mrs. Nathaniel G. Weyburn, Mrs. Lyon Wheatland, Mr. David P. Wheatland, Richard, 2nd White, Mr. & Mrs. John C. Willard, Ms. Anne (in memory of Mrs. Alfred Moses) Williams, Mrs. Osgood Winship, William H., Jr. Xanthaky, Mr. & Mrs. Nicholas Young, Mr. & Mrs. David K. Youngman, Mr. & Mrs. William S. I Annual Report 44 DONORS TO THE JAMES DUNCAN PHILLIPS LIBRARY Alberta -Labour Andover Historical Commission Andover Historical Society- Aperture Atheneum Publishers B J's Antiques & Used Furniture Bell, Mrs. W. Randal Beverly Evening Times Beverly Historical Society Birchmore, Marylou Bobt and Shoe Workers' Union Boston Public Library Bowditch, Nathaniel R. Boyle, Mrs. Charles J. Breed, Mrs. Richard The Century Association Clark, C. E. Fraser Clark, Frederick Clinkman, Arlene Columbia University Press Commonwealth of Mass., Office of the Secretary Conant, Ethel Dewart, the Rev. Russell Dexter, Ralph W. DiPrisco, Richard (in memory of his parents) Doliber, Donald A. Doran, Kenneth T. Dow, Mr. & Mrs. John A.M. Drogue, Walter G. East Bridgewater Historical Commission Essex Lodge, Salem, MA Fairneny, Paul Farnam, Anne Ferguson, C. J. , III Finlay, Mrs. Christopher A. Folsom Family Association of America, Inc. Gamage, Mrs. Peter Gambrill, Howard, Jr. Garland, Joseph E. Genealogical Institute (UT) Gloucester, MA - Mayor's Office Gollin, Rita Goodhue, Albert The Grace Church Graves, Robert S. Grey, Mrs. Hugh S. Harrer, John A. Heritage Plantation of Sandwich Holyoke Mutual Insurance Co. Hoyt, Joseph B. Hull, Raymona Hutchins, Jack R. Israel Sack, Inc. Jackson, Blake S. Jaworski, Robert Jean, Everett Jordan, Alice M. Kimball, Frederick M. King, Mrs. Frederick Knight, Russell W. Kolbe, George Frederick Kornblith, Gary J. Kudlay, Robert Langdell, Marion E. Larrabee, Helen G. Lasser, Carol Levine, Bernard R. Litchfield, Esther O. Loft in, Amy Chase Lord, Edith Lord, Mrs. Phillip H. Loring, Susan G. (in memory of Katharine Peabody Loring) Loring, William Lynn Historical Society Annual Report 45 MacFarland, Evelyn McCann, Virginia Mark, Ellen D. Marquis, Alphonse Marquis, Edward F. Massachusetts Historical Society Mayer, Andre Merchant-Ivory Productions Merrimack Valley Textile Museum Michaud, Michael Minneapolis Public Library & Information Center Mitchell, Mrs. John Mohla, G. H. Moore, Mrs. Ray K. Edward Morrill & Son Murphy, Robert Murray, Robinson, III Myopia Hunt Club Naeve, Milo M. National Archives and Records Service National Geographic Society National Trust for Historic Preservation Naval History Division, Dept, of the Navy Newbury Historic Commission New York State Bicentennial Commission North Shore Kennel Club, Inc. Norton, Mr. & Mrs. Arthur R. Norton, the Rev. David W. Norton, Fred A. Insurance Agency Norton, Mrs. John Norton, Paul F. O'Donnell, Hugh J. Old Sturbridge Village Ontario County Historical Society Osgood, Edward H. Pacific Manuscripts Bureau Payson, Mr. & Mrs. Gilbert R. Peabody Museum of Salem Pearson, D^vid Pennsylvania State University Press Pergola, Dorothy Pitcoff, Mrs. Albert R. Poindexter, R. D. Poole, J. R. Pousland, Merle P. Preservation Press Racow, Harold L. Reidy, Mrs. Philip Richardson, Mrs. M. G. Rideout, Darryl W. Ritchie, Mary M. Robb, Holly B. Robinson, Jackie F. Ropes, Ruth R. St. Anne's Parish Center St. Michael's Church Archives Salem Hospital Salem Maritime National Historic Site Salem Redevelopment Authority Saltonstall, W. L. Sanders, Mrs. Thomas, Jr. Schmid, Mrs. George F., Jr. Smithsonian Institution Sparks, Mrs. A. G. Stensrud, Mrs. Clarence Sterling & Francine Clark Art Institute Steward, Charles A. Strauss, Mrs. Helmut Swan, Marshall W. Swiniarski, Louise Boyle Tahl, John Theriault, Robert Thompson, R. F. Time-Life Books Tolies, Bryant F., Jr. Transcendental Books U.S. Dept, of the Interior University of Chicago Press University Presses of Chicago Vickers, Daniel WGBH Educational Foundation Wakefield Historical Society Walker, Harold S. Annual Report 46 Warnock Associates, Inc. Wiley, Thelma E. Williams, Selma R, Windsor Alumnae Association Wright, John H. (in memory of Evelyn N. Wright) Yamaguchi, Seiichi Annual Report 47 DONORS TO THE MUSEUM & HISTORIC HOUSES Aldrich, Mrs. Talbot Allen, Miss Elizabeth Batchelder, Mrs. Charles F. Bonney, Mrs. Weston Bourgoin, Mrs. Alice Smith Bowditch, Nathaniel R. Broadhead, Miss Eleanor Broadhead, the Misses Eleanor and Elizabeth Candia, Mrs. Edith Chadrvick, Mrs. John, for the children of John T. Chadwick Chestnut Street Associates Clark, Miss Elizabeth S. Endicott, William Farmer, Charles D. Grey, Mrs. Hugh S. Goldsmith, Russell Gowen, Mrs. Clark Guild, Mrs. S. Eliot Haley, Mrs. Richard Harvey, Miss Phyllis E. Haskell, Mrs. Paul T. Holmes, Oliver E. Joslyn, Lewis Kent, Mrs. Gertrude Little, Bertram K. Litchfield, Mrs. Esther O. Loring, Miss Susan G. Loring, William G. Nickerson, Mrs. Edgar W. Norton, Mrs. Arthur R. Osborne, Miss Elizabeth Reinert, Mrs. Frederick Salem Redevelopment Authority Saltonstall, the Hon. Leverett Sargent, Cardis M. Thornquist, Mr. and Mrs. Hamilton West. Richard S. Wheatland, Stephen Annual Report 48 DONORS TO SPECIAL PROJECTS Anonymous: Assembly House, Council Fund, Educational Program, Museum Objects Fund, Roger F. Nichols Memorial Fund, Portrait Gallery, Salem Architectural Guidebook, Witchcraft Fund ABsembly House Mary Silver Smith Beebe Summer House Essex Institute Ladies Committee Broadside Conservation Commonv/ealth of Massachusetts Council on the Arts and Humanities Educational Program Commonwealth of Massachusetts Council on the Arts & Humanities Goodhue, Albert Osgood, Edward H. Phillips, Mrs. Stephen Saltonstall, Mr. & Mrs. william L Seamans, Peter B. West, Richard S. Wheatland, David P. Essex Institute Advertising Budget Essex County Tourist Council, Inc Lavender Printing Company Paul T. Haskell Memorial Fund Haskell, Mrs. Paul T. Hessian Helmet Fund Goodhue, Albert "Life and Times in Shoe City" Exhibition Planning Grant National Endowment for the Humanities Map Conservation Commonwealth of Massachusetts Council on the Arts and Humanities Microfilm Reader Fund Blake, Carlton E. Haskell, Stanley R. Osgood, William B. Museum Objects Fund Anonymous donations in the Museum Contribution Box Paper Conservation Laboratory Fund Felton, Cornelius C., Jr. Peirce-Nichols House Endowment Gibson, Mrs. H. H., Jr. Taylor, Mrs. Elizabeth W. White, George N. , Jr. Peirce-Nichols House Roof Alden, Mrs. Douglas W. Chisholm, Mrs. William Cobb, Henry N. Cobb, John W. Cooper, Margaret E. Detheir, Mrs. Charles Putnam Gibson, Mrs. H. H,, Jr. Hardenbergh, Miss Esther Hart, Mr. & Mrs. George H., Jr. Jenny, Mrs. Thelma H. Little, Mrs. David B. Massachusetts Historical Commission Nichols, H. Gilman, Jr. Nichols, John D. Nichols, Col. & Mrs. John D. Nichols, Moira L. L. Nichols, William Floyd Page, Mrs. Walter H. Prince, Mrs. Peirce Smithy Mrs. A, L. Pingree House Endowment Fund Wheatland, Richard, 2nd Wheatland, Stephen Portrait Gallery and Museum Storage Area National Endowment for the Arts Annual Report 49 DONORS TO SPECIAL PROJECTS (Cont.) Publication of Museum Booklets Daniel Low & Company Eastman Gelatine Corporation Empire Clothing Company Essex County Tourist Council, Inc . General Mills Foundation GTE Sylvania, Inc. Holyoke Mutual Insurance Company Parker Brothers Incorporated Pickering Oil Heat Service Restoration of Andrews Papers Salem Marine Society Resoration of Portrait of Captain Joseph White Forbes, Mrs, F. Murray Sargent, Wendell P. Annual Report 50 corporate/institutional members 1978-1979 Almy's Stores, Inc., Salem Atwood & Morrill Co., Salem Bernard's Jewelers, Salem A. Berube & Sons, Inc., Salem A. S. Burg Co., Salem Bursaw Oil Corporation, Danvers Century North Shore Bank & Trust Co., Salem Clarke Brothers, Inc., Salem Compass Press Division, Business Aid Shop, Salem Connolly Brothers, Incorporated, Beverly Farms Cricket Press, Manchester Daily Evening Item, Lynn Daniel Low & Company, Salem Danvers Motor Company, Inc. Delande's Supply Co., Inc. Salem Paul C. Dutelle & Co., Inc., Newtonville Eastman Gelatine Corporation, Peabody E G & G, Electron Devices Group, Salem Emhart Corporation, Hartford, Connecticut Empire Clothing Company, Salem Essex Stationary Co., Inc., Salem John Flynn & Sons, Inc., Salem Friends of the Peabody Institute Library, Danvers Gainsboro Studio, Salem GTE Sylvania, Inc., Danvers Hamblet & Hayes Co., Salem Hawthorne Inn Management Corp., Salem Heritage Co-operative Bank, Salem Holyoke Mutual Insuance Company, Salem Howard Johnson's Motor Lodges North Shore E F Hutton & Company Inc . , Salem J. B. Kidney & Company, Inc., Salem King ' s Grant Inn Corporation Maynard Plastics Inc., Salem McDougall Associates, Inc., Salem National Grand Bank, Marblehead Naximkeag Trust Company, Salem Parker Brothers Incorporated, Beverly Pattee-Anne Shop, Salem George Peabody Co-operative Bank, Peabody Pickering Oil Heat Service, Salem Red's Sandwich Shop Inc., Salem Rich's Department Store, Salem Roger Conant Co-operative Bank, Salem L. H. Rogers, Salem The Salem Corporation-East India Joint Venture, Salem Salem Five Cents Savings Bank, Salem Salem Laiindry Co., Inc. Salem Maritime National Historic Site, Salem Salem News Publishing Company, Salem Salem Oil & Grease Co., Salem Salem Paper Company, Inc. Salem Savings Bank, Salem Sawtelle Brothers, Swampscott Semiconductor Services, Inc., Salem Shawmut Merchants Bank, Salem Shetland Properties, Salem John Smidt & Co., Inc., Salem State Street Bank and Trust Co., Boston The Lyceum Restaurant, Salem The Stinehour Press, Lunenburg Vermont Warren Five Cents Savings Bank, Peabody William Wallace & Company, Inc. Boston Annual Report 51 LIBRARY MUSEUM- PASS MEMBERSHIPS 1978-1979 Beverly Public Library, Beverly Boxford Town Library, Boxford Georgetown Peabody Library, Georgetown Sawyer Free Library, Gloucester Lynnfield Public Library, Lynnfield Malden Public Library, Malden Manchester Public Library, Manchester Abbott Public Library, Marblehead Melrose Public Library, Melrose Nahant Public Library, Nahant Stevens Memorial Library, North Andover Reading Public Library, Reading Carnegie Library, Rockport Salem Public Library, Salem Swampscott Public Library, Swampscott Patten Public Library, Tewkesbury Lucius Beebe Memorial Library, Wakefield G. A. R. Memorial Library, West Newbury Annual Report 52 NECROLOGY * NAME DATE ELECTED DATE DECEASED John James Coffin April 8, 1947 April 14, 1978 Miss Amelia Myra Harper May 14/ 1935 August 8/ 1978! Mrs . Ralph Lawson Sept. 10/ 1963 Sept. 1978 Mrs . Alfred S. Moses June 8/ 1957 April 8, 1978 John Pickering Feb. 5, 1935 April 17, 1978 Mrs. Sumner Pingree June 6/ 1967 April 6/ 1978 Mrs . Ellery Sedgwick Sept. 10, 1957 Oct. 1978 1 Mrs . Edward I . Walkley Jan. 1/ 1946 Jan. 31/ 1979 * The Necrology listing may inaccurate/ since our records are not always complete at the time the Annual Report is printed. i The Essex Institute library. Annual Report 53 APPENDIX A MUSEUM COLLECTIONS POLICY The Essex Institute is a regional historical society of Essex County and its responsibilities include the acquisition, preser¬ vation and interpretation of Essex County's material culture, without prejudice to past, present or future. 1. Objects considered for acquisition by the museum should be of sufficient historical or aesthetic merit to warrant their preservation in the museum. Objects of the fine and decorative arts, of historical association or technological interest should reflect the living patterns of Essex County residents. It is in¬ tended that the objects shall have permanency in the collections as long as they retain their physical integrity, their identity, and their authenticity, and as long as they remain useful for the purposes of the museum. 2. The Collections should be viewed in two manners. Because of limited storage facilities, the Institute must consider its ability to care properly for the object before it is accepted. We would rather refuse an object than store it improperly. A. Study collections: those items of sufficient importance that they should be acquired, regardless of their condition. B. Exhibition collections: objects in excellent condition suitable for exhibition in the museum or historic houses. 3. Objects considered for acquisition by the museum should have a free and clear title of ownership and be offered as an unrestricted gift by the donor. If objects’ are accepted with restrictions or limitations, however, the conditions should be stated clearly in an instrument of conveyance, should be made part of the accession records for the objects, and should be strictly observed by the museum. An "offer of gift" form will be signed by the donor and the Essex Institute will not assume responsibility for an appraisal of the gift . h. Objects proposed for donation or purchase will be submitted first to the Museum Committee for their approval. The Museum Com¬ mittee is a standing committee of the Essex Institute Council. Its membership consists of Council members, volunteers and the Council President, Director and Curator as ex-officio members. Annual Report Page 2 54 MUSEUM COLLECTIONS POLICY (continued) Their responsibility includes the approval of all acquisitions, whether hy gift or purchase, the approval of all out-going loans and the approval of disposal of museum objects. The Museum Committee recommendations in all instances must be finally approved by a majority vote of the Council. 5. Records of all accessioned objects will be made and retained by the Museum Registrar. DE-ACCESSION POLICY FOR THE ESSEX INSTITUTE MUSEUM 1. Objects to be considered for disposal from museum collections should be duplicate material, material in poor condition (except as noted in paragraph 2A above) or material considered to be outside the collecting realm of the Essex Institute subject matter. 2. The Curator will recommend to the Museum Committee objects for disposal, with careful consideration to the criteria in the paragraph above and after thorough checking of all museum records. 3. Objects for disposal shall be examined by the Museum Committee and their recommendations will be made to the Council who will vote on final disposition. k. Items shall be disposed of by obtaining a minimum of two bids by dealers or at public auction. An effort should be made to offer items to other non-profit institutions for gift or exchange depending on the suitability of the circumstances. 5. Items for disposal will not be sold or given privately to any mem¬ ber of the Essex Institute staff or governing body, nor will sales to other institutions be made except through a dealer as intermediary. 6. Funds received from the sale of materials from the collections will be used to benefit the collections. 7. Records of all objects disposed of and the manner in which they were disposed of will be kept by the Museum Registrar. Annual Report 55 ESSEX INSTITUTE Salkm, Massachusetts 01970 APPENDIX B COLLECTING POLICIES FOR THE PRINTED MATERIALS OF THE ESSEX INSTITUTE LIBRARY INTRODUCTION This document has been prepared to provide guidelines for the acquisition of printed materials for the Essex Institute Library. It may serve as a guide to persons interested in donating printed material to the Institute. A library with limited financial resources must have a specifically defined policy for collection development in order to use those resources to best advantage. It is necessary to establish priorities which emphasize the central purpose of the institution, and the already existing strengths of the library's collections. The central purpose of the Essex Institute is to collect and preserve materials which document the history of Essex County and the United States. A survey of the Institute library's printed collections was made to identify the areas which constituted specific strengths within the context of that goal. These areas are itemized in the following pages. It is intended that these areas will continue to be developed, and that the acquisition of material which does not fall into one of these areas will be avoided. A research library draws its strength from the depth of its collections more than from their breadth. It is fiddicult for a researcher to find what he needs, or for the library staff to provide effective service if the shelves and catalogues are overcrowded with material not germane to the central purpose of the institution. It is hoped that these guidelines will help to avoid such a situation at the Essex Institute. -1- CTi ^ rH O -O rH C 0} fO u >1 c U (T3 m o 4J U (U Vh •H Q 'O C 03 JJ W (U W x: u c rC o h) G 03 6 U O rG u G 03 W > o s CM W G H +J -U 03 Xi o 0) cr> o (13 o Annual Report 56 I. Primary Collecting Areas The categories described in this section constitute the principal subject strengths of the printed collections in the Essex Institute library. They are the areas In which the greatest collecting activity takes place. Nearly all of the budgeted acquisition funds are expended on items that fall into these categories. Materials which meet the specific selection criteria indicated for each subject area are acquired as comprehensively as funds permit. A. Essex County The principal focus of the Esqex Institut:e is on the history of Essex County. Consequently, the library collects any and all books, pamphlets, broadsides, newspapers, periodicals, maps, atlases, photo** graphs and prints which pertain in any way to Essex County, its people, institutions and culture. In addition to mi>nographs and articles about Essex County topics, the publications of Essex County presses are particularly sought, including ephemeral items of all kinds. The library also collects the works of authors who are associated with Essex County by birth or residence, as well as works of fiction which use an Essex County setting. B. United States Works are collected treating any aspect of American history which may have indirectly affected Essex County, such as wars, elections, social movements, or cultural trends. C. China The Essex Institute is very fortunate to have received a generous endowment from Elizabeth C. Ward, given in memory of her brother Frederick Townsend Ward, a Salem native who was instrumental in the suppression of the Taiping Rebellion in China in the 1850*8, The income from the Ward Fund is specifically designated for use in purchasing books relating to the history of China. The Ward China Collection encompasses a wide range of books, pamphlets, broadsides, periodicals, and newspapers in all western languages, as well as maps, atlases, photographs, and prints, which pertain to China from the earliest contacts with the West through the end of the Chinese Republic in the early 20th century. Particular emphasis is given to American and English relations with China, and to western travel accounts of the 18th and 19th centuries. While the acquisition of contemporary publications is stressed, recently published reference works and monographs which relate to these topics are also added to the collection on a very selective basis. D. Marine The Marine Collection contains general works pertaining to the the history of ships, sailing, navigation, American maritime history, and famous voyages. Strong emphasis is given to works on New England mafltime history. Annual Report 57 K. _ New Ihi^land Local lii story 'file Library coJ lects state, county and town histories for the New Kn^-laiKi states on a comprehensive l^asis. Histories of New England institutions, and general worlds on New England life and customs are acquired selectively. Particular empliasis is given to material relating to Massaciiusetts and to the coastal areas of New England. In general, materials otlier than state, coxanty and town histories are selected for tile light they slied on themes of Essex County history. P. Fine, Pecorative and Industrial Arts Reference works and monographs pertaining to any area of the arts or crafts arc acquired if they are useful to the work of the Institute's museum staff, or if they help to illuminate the life styles of Essex County people ill the past. G. Reference and Bibliography Reference works on any subject are acquired very selectively if they are helpful in pursuing the goals of the Essex Institute; provide useful information about the collections of the Institute; or, aid the work of the Institute, staff in atiy department. 11. Medicine The Essex institute has an endowment, given in memory of Dr. William Mack, which is specifically designated for the acquisition of rare medical materials. This fund is used to acquire Essex County medical imprints or manuscripts, reference works on the history of medicine in America, and, occasionally, American medical guides written for lay readers. II. Secondare Collecting Areas The subject categories outlined in this section are areas which provide necessa support for tlie principal research collections described in Section I. Materials in these areas are only occasionally purchased. The strength of the Institute's collections of these materials is largely due to the generosity of many donors. A. World History Works pertaini.ng to the history of foreign countries or events which have occurred overseas which may have indirectly affected Essex County. Partievilar emphasis is given to English history of the 17th and 18th centuries, and to the history of countries where Essex County merchants traded, as well as to foreign wars involving the LInited States. B. Biograpliy Biographies, autobiographies, diaries and collected papers of most prominent! Americans, 17th and 18th century English figures whose careers affected American liistory; also, collective biographies of American figures, with particular emphasis on New England. Annual Report 58 C. _ OflU-'l Uenea 1 oglca L works pertaining to New England families, with particular einpliasls on families from eastern Massachusetts. III. Special Collections As material has accumulated in the Essex Institute library over the years, strong collections have been formed in a number of •ther subject areas, which are related to the central purposes of the Institute. These special collections are widely known in scholarly circles, and the Institute continues to m.jintain them, although the funds available for further develop¬ ment in these areas are limited. Just as these collections grew out of the generosity of friends and members of the Institute, so their continued growth depends almost entirely on donations. A. Early American Imprints Any American imprint published before 1830, with particular emphasis on items printed in New England. B. Early English and Continental Imprints Any English imprint published before 1780, and selected works printed in England after 1780 which have reference to the United States, or are appropriate to specific subject collections in the library; also, selected continental imprints which have reference to the United States, or are appropriate to specific subject collections in the library. C. American Periodicals Selected American periodicals published before 1920, of a political, religious, literary, or popular nature. Particular emphasis is given to periodicals intended tor a New England or a national audience. Periodicals intended for a regional audience outside New England are not part of this collection. The library prefers to acquire Qomplete or extensive runs of any periodical, rather than individual or scatter¬ ed issues, except where such issues fill gaps in runs already In the library. D. Juveni 1 e s American children's books printed before 1900. These are works intended for amusement rather than instruction. Schoolbooks or religious tracts are not part of this collection. E. Cookbooks American cookbooks and works on "domestic economy" printed before 1900 Annual Report 59 b\ MusLc Aintrlcau hymn books printed before 1860; and American songsters and sheet music printod before 1900, G. Almanacs New England aboanacs printed before 1900, vdth particular emphasis on Massachusetts. H. Trade Catalogs and Pattern Boeks Trade catalogs and pattern bocks r£ Axtkerlcan industrial and retail businesses issued before 1940, with particular emphaals on New England; and, trade catalogs and pattern booka of Engllah in¬ dustrial and retail businesses issued before 1820, 1 ♦ American Literature Works of New England writers of the ^American Renaissance". .1. Theology Theological works pertaining to New England printed before 1860; and selected works of the English and Continental Protestant Reformers. K, Directories New England regional, town and city directories, as well as directories for New York and Philadelphia issued before 1900, L, Geography American works on geography printed before 1860, and English geography booka printed before 1800, M, Rallypadd Any material plrfsitliiig to New England railroads, such as advert 1 sementS) ptolobtional literature, maps, travel guides, annual reports, house periodicals, or other similar natorial. Also, reference works on American railroads. Including national railroad directories. Particular emphAsilf is given to MassachusetCa railroads. N, Maps and AtlaA^s Maps and atlases of Massachusetts and New England on a very selective basis; selected maps of the United States which illustrate the growth of tho cowntry; and, contemporary maps and navigation charts of pacts of the world visited by Essex County ships. O, Broadsides Official broadside publications of the Massachusetts government; Annual Report 60 Wro^at^iattw o£ N«rM> Bngland origin which illustrate life in New England; selected broadsides Illustrating national and world events which affected Essex County, such as elections, wars, and social iijovetnents ; selected foreign broadsides reflecting American mercantile affairs; and, selected broadsides which illustrate American life in general, such as advertisements, playbills, or recruiting posters. P. Photographs Selected photographic material, in negative or positive form, created by any photographic process, which provides documentation of prominent people and events in American history; of the occupations and life styles of Americans in the past; and, of the objects used by Americans in the past. Also, photographs which document the places around the world where Essex County merchants traded. Particular emphasis is given to New England, and especially Massachusetts, subjects. These materials are in addition to photographs which are appropriate to the Essex County and China categories outlined above in Section I. Q. Greeting Cards American greeting cards for all occasions printed before 1920, and s<»lecced exaiaples of later cards, including representative cards from each current year. Annual Report 61 COLLECTING POLICIES OF THE ESSEX INSTITUTE LIBRARY FOR MANUSCRIPTS The Ei^sex Institute acquires (preferably by gift, but also by purchase) manuscripts of all kinds which have substantive research value for the history of Essex County. These Include collections of personal correspondence, family papers, diaries, business records, account books, ship logs, military records, town and church records, and records of private and public institutions and organizations. The library prefers to acquire collections of material rather than Individual items, except where such an Item fits Into a collection already in the Institute archives. The library cries to avoid acquiring manuscripts which may more appropriately belong with a collection existing In another Institution, Loans of manuscripts are not accepted. Donations of manuscript material are actively sought; however, the expense of cataloguing, conserving, and storing manuscript collections is considerable, and donors of large collections will be encouraged to assist in meeting these costs. ■1 4» - V' K - m , I S§iv .;r , .v.r '-AM ■ ‘'C a ■■: ; ■ t’’.^ *' ■ ■ » ^ • •Wr/' tfl/. \/' »vt'-!'; ■ ^;. ■■ -Vj*- t.>'.' : ■< C.v’*a*. * ’. *'. ri ■' ‘. Jf ‘■'*-' JlVt ■ '>'••■ ' ■ ■ '■•■'■'. i UA*. : • -> .1\'5V1 V 5.1 > . ■ :.;i 45'< , •■->%! •'. - . ••,, >/' ><.•:., k,. • . ■ ■ - •, YAJJIfUJ ^iU’rT':2;»T S/rr WTOSLLJOO ‘i* * • J -■• ■••€(v<’? • '■•OiM ■ ••■ •’iVi 1 . V/ . n ^ 9 . . ..V« » k Iv • r .r » .‘V-OJ?, 5 !.'. -Ni >tr •■‘. ' ■ ■ '1 s - > ' V- > C ' ■• vd ;i IV. ‘ i i/V »«; <* u^:.'• ■■ . ■ ■-?4 f ' • ' * * ; .jv ^ ■• •-r r . V « *v - ,. T - ^ ^ ^ ^ . ^ )iQ *-r.‘’i-':^j;4'. -.?,;i. v/. i .. .^r - rj* t* ' •“ , l^^i,^^ i? pol *:i.1 ?^»«i 'jf q b.-^ -"■ * k'am i ?. * i o. i iiftj 5o '3«>3 & ViS.'Tf .•)<- T-x .=*5J'(p- Jf;^' ‘.i> ** ;^r.i-i/o>„;n Lic-.-a .XIJ, , .Ht3fV.tr;>;.;, t. , »^' :T; 'H;.' -'■>■ ' -i , .r*Vyi.,'.C.^ TX<(rVl3i»* dJ? .U35 1{;>'T5ii;ei‘;.A3»’ ■U> ' jViixo'j.^- o,.a 'r.,,- ■'■r^'^ h^-':v , 4.- j ^2i./s.Tol> b/TB , !> ' rf'#*? »»t jj 44. ::j:ic -^unAv >»aMy ;?A 'U -tNAik v:^ i>'>.1|»'tk,'. >rjr< •' ; J .'V J -i'Jj-it*: jf I 1 INDEX Page Officers and Council . 1 Committees . . Staff . 3 Ladies Committee . 5 President's Report . 7 Director's Report . 10 Treasurer ' s Report . 23 Special Gifts Statement . 34 Calendar of Events . 35 Staff Piablications . 39 Donors to the Essex Institute Fund . 41 Donors to the James Duncan Phillips Library.. 44 Donors to the Museiam and Historic Houses . 47 Donors to Special Projects . 48 Corporate/institutional Memberships . 50 Librai;y Museum-Pass Memberships . ...51 Necrology . ^2 Appendix A-Museum Collections Policy . 53 Appendix B -Library Collections Policy . 55 * * ♦ <1 ' -.A . I J .•r- r: .'iy^^