2 0 1 2 a n n u a l r e p o r t

PRES IDENT ’ S LETTERThe year 2012 marked the 200th anniversary of the War of 1812, whichwas the focus for the museum’s exhibits, lectures and programs through-out the year. The Museum continued MARBLEHEAD 101, following itsinitiative to preserve, protect and promote Marblehead’s unique history.The Federal period at the turn of the 19th century and the War of 1812were themes for all exhibits, the March membership campaign, theOctober Annual Appeal, and for lectures and activities.

The first exhibit of the year Marblehead in 1812: the Federal Periodpresented the period after the American Revolution, when the UnitedStates defined itself as a new country. The ideals that were important tothe new nation were expressed in the arts as well as in politics.Architecture, art and even fashion reflected the view of America as the“new Athens,” with classical themes. The exhibit presented examples ofthe Federal period from the Marblehead Museum’s extensive collections.The Annual Meeting of the Marblehead Museum took place in April atAbbot Hall, and featured George Daughn, best selling author of 1812:The Navy’s War. The Spring Lecture Series sponsored for the second ofthree years by Marble Harbor Investment Counsel followed the themewith Bob Booth’s lecture on Joseph Story. Other aspects of Marbleheadhistory were popular as well, especially Marblehead’s First Harbor lectureand book signing by Brenda Bishop Booma and Hugh Bishop. The fallexhibit, Marblehead the War of 1812, explored Marblehead’s history dur-ing that war, and its importance both nationally and locally. The U.S.S.Constitution was significant in Marblehead’s history, and over fortyMarbleheaders served on board the vessel during the war. The fall lectureseries was outstanding, featuring 6 lectures about the War of 1812. Localhistorians and War of 1812 specialists spoke, including Don Doliber,“From Russia With Love” Marblehead Trade Before 1812, who spoke onhis research in the Museum’s archives on Marblehead trade in the early19th century. Standley Goodwin presented the lead up and overview tothe war, Prelude to the War of 1812. Two U.S.S. Constitution scholars,Martthew Brenckle, Curator at the Constitution Museum, andMarguerita Desy, U.S. Naval Historian spoke about Marblehead’s con-nections to the Constitution. Marblehead author Eric Jay Dolan, WhenAmerica First Met China, spoke about the China Trade and the influencesof the War of 1812 on it. The last lecture of 2012 was at Abbot Hall,offered at no charge, as a part of our commitment to education and schol-arship. Marbleheader Rob Goodwin, Elbridge Gerry: Marblehead’sForgotten Son, debuted his new book, based in part on research done inthe Museum archives.

Community collaboration continues to be a major focus for theMuseum. The partnership with the Marblehead Family Fund began sixyears ago with the Lee Mansion Gingerbread Festival, and has expandedto include the Pumpkin Illumination and the Ice Cream Social. Some ofthe many other community connections include events with theMarblehead Little Theater, the Marblehead Chamber of Commerce,Marblehead Cable Access TV, the Rotary of Marblehead Harbor and theMarblehead Public Schools. Beyond Marblehead, the Museum collabo-rates with the Essex National Heritage Commission for Trail and Sails,Salem State University, Salem Theater, the New England MuseumAssociation, and Hospice of the North Shore.

& HISTORICAL

S O C I E T Y

MARBLEHEAD

M U S E U M. . . . .

. . . .. .

continuedannualreport

Tom Peckham & Ellen PetersonNeil & Mary RiceJon RiceDavid & Lisa RichGeorge & Abigail RobertsFrederick & Rebecca RobinsonEric & Lee RosenvoldRobert RothbardRobert ShapiroShubie’s Liquors and MarketplaceCharles StaceyRik & Elise TuveJean Woodward

MMHS FRIEND ($100+)Annonymous (2)Joel AbramsonMaureen AshleyHugh & Judy BishopAndrew & Jennifer BorggaardKenneth BowdenRichard BowenJeffry & Harriett BrankRichard BridgeoCarolyn BurdiJennifer Casey & Gerard

Johnston-CraigPeter & Pam CassidyHarry & Marsha ChristensenMichael & Diane ChristianWilliam & Irene ConlyDavid ConnollyGloria CoolidgeJames & Janet CoppolaJon CorbinaDorothy CreamerStephen & Jodie DaneDennis & Patricia DeConciniHenry & Claire DembowskiHelen DonahueKim DowningHelen EganRichard & Mary Ellen FarrarHarry FialkovCharles FlatherMichelle Fontaine & Ed MeehanSandra ForziatiAlan FreemanJoseph GenoveseCharles GessnerGilbert & Cole Building ProductsTheodora HaughtonRita HavensHelaine HazlettBarbara HealeyPolly HillJill HoffmanWalter HoranLeonard HorowitzNorma HourihanJean HoweKenneth & Sally HudsonRick HumphreyMarcia HunkinsRobert HurlbutCharlie & Marnie IvesJohn Jacobsen and Jeannie StahlJoan JohnsonChris JohnstonAnthony Klein*Paul KnightGary LandTerrence LavelleJohn Leary

J.O.J. FROST SOCIETY ($5,000+)Richard & Jean CarlsonPeter & Mimi HartCharles Pingree

PRESIDENT’S CIRCLE ($1,000+)Diane BarbourRichard & Lois CasePeter & Dale CoxePamela DougovitoTJ & Sheila Fitzgerald*Standley Goodwin*George & Gabrielle Grader FoundationGary & Karyn LangMarble Harbor Investment CounselMarblehead Garden ClubPaul & Patricia McLaughlinBob & Penny Paquette*Jay & Becky PingreeLarry Rosenfeld and Amy DrinkerBenjamin & Wendy RowlandWebb Russell & Sharon Pingree-RussellSalem Five Charitable CorporationRick & Suzanne SettelmeyerMichael & Bonnie ShermanBeverly Simpson

MARTHA LEE SPONSOR ($500+)John & Carole BenningPeter & Marie ButlerFred ColloriJ. Taylor CrandallConstance DeschenesEileen DineenDonald Durkee*Jean FallonRichard A. FarrellWalter Haug*Timothy & Jane Hunt*Gene & Judy JacobiJames KrebsGary & Carole Kupsoff*Linda Ann LanganJohn LiptakStephen & Fran LockwoodPeter & Carolyn Lynch*Bert & Elizabeth MichaudNational Grand BankTony & Kathleen SassoShea Smith, IIIGary & Betsy SpiessMichael & Sharon Thibodeau

1768 SUPPORTER ($250+)Annonymous (1)Jack & Jill AttridgeEdwin BirtwellCaroline CallowaySharon ChanJulia ChristoRonald & Judith ClarkDana & Connie DenaultDonald & Mimi Gardner*Gretchen GfellerBernard & Joan GoloboyJames & Helaine Hazlett*Robert HealeyRichard Henige & Pamela MilliganKenneth & Janet HimmelDavid & Margery LeslieAlyssa LevelSpencer & Libby MooreBarbara MooreDonald Nowland

2 0 1 2 d o n o r s

Charles & Jean LeeLaurence & Joan LeonardRonald & Susan LiberatoriJeffrey LindseyDavid MacInnisJoan MacPhersonJoanna MartinKim MaxwellJo Anne MayerBruce MichaudElizabeth MichaudRon & Lynn MyrickMatthew NashPhilip NorcrossChristie NuccioWilliam ParkDerwin & Janice PhillipsJay PingetonRoger RedfieldMaeve RiceRichard & Susan Robie, IIIMichael & Christina RubinoAnne SeaverSkyline Displays of Mass., Inc.Timothy SmithEdwin SmithWayne & Diane StemmerMary StewardJohn StuckeLisa SuydamKen TaylorWilliam TruscottRichard & Virginia von RuedenRichard & Nancy WalkerDavid WebbLouis Wiley, Jr.Carolyn WinderWire 4 HireDonald Yeaple

OTHER CONTRIBUTORSGene ArnouldElizabeth Ayer & Geoff Van WyckFrances BalmerMarilyn BalmerF. Marshall BauerDaniel BodenskiRichar & Lynn BreedJoe BrophyPeter BrownMichael & Joan BullockMary Lane CairnsHarriett CanavanJames & Heather CaplanBrian & Kelly CarrollRichard CarvillKevin & Mary CaseyDave & Bobbi CashmanElizabeth CashmanClub of Small Gardens of

Marblehead NeckNancy CoffinWilliam ConlyPhil CookeWilliam CuznerHelen DelegianisLarry DobkinJames DolanPriscilla DrewNick DrinkerAllen EisensteinPeter FallonLynn FedelePeter & Jacqueline Franklin

Frederick GoddardJune GoldmanJames GossDwight GraderSusan GravelPeter GrayRussell GrayRichard GreenBruce GreenwaldSusan GuertinChristopher GurshinJane GwynHarold HansenJohn Harkness & Susan LivingstonThomas & Jill HoffmanKenneth HudsonJane HuerasDonald & Louise HuntJohn Jacobsen & Jeanie StahlMyles KeroackCyndi KilbargerJohn KimballDonald Kleykamp & Helen KaulbackWilliam LewisWilliam & Joanne MacomberKathleen McSweeneyMike MeehanRobert MillerEdwin & Susan MorrisPerry & Ginny MortonWendy NocksEzekial & Barbara PeachRoseann PhelanJoan QuigleyL. Thomas RandBarbara RileyJames RodgersDiane SaltzbergBarbara SaracenoMichael SchrageCharles SchumacherDiana SchwalbeRhoderick Sharp & Vicki StaveacreBarbara ShefftzGary SidenDarryl SmithHugh Stewart & Sharon SmithWayne & Susan StelkMartha StilesJohn SylvesterStephen ThompsonCharlie & Nancy ThorneAlec & Leanne TorrieDonald & Polly TritschlerDavid & Aileen TubridyHenry & Cheryl TuttleDincer & Priscill UlutasKatherine WaltersW. A. WeaverPolly Whitmore & Thomas KruegerValerie WyckoffWendy Zimmer

MATCHING GIFTSBank of AmericaExxon Mobil FoundationG.E. FoundationITW FoundationState Street Research & ManagementJ.P. Morgan Chase Foundation

LEE MANSION CONSERVATION GRANTSGeneral Society of Colonial Wars

Society of Colonial Wars in the Commonwealth of Massachusetts

DEMILUNE WINDOW PRESERVATION$4900 donated

Judy AndersonGene ArnouldAndy & Jessica BarnettEdwin & Kate BirtwellPeter & Marie ButlerRichard & Jean CarlsonKim DowningAnna L. GeraghtyRuss & Sally GrayHelaine HazlettSondra KupersmithGary & Karyn LangDory LoudenJoanna MartinElizabeth MichaudSpencer & Libby MooreRon & Lynn MyrickJim & Ashley NyeWebb Russell & Sharon Pingree-RussellRobert & Elaine PurdyMaeve RiceLarry Rosenfeld & Amy DrinkerTony & Kathleen SassoRick & Suzanne Settelmeyer

COMMUNITY AND REGIONALCOLLABORATIONSThe past year was outstanding for the number of organizationsthat partnered, supported and connected with the Marblehead Museum. COMMUNITY ORGANIZATIONSAbbot Public LibraryCAPTS Calling All Patriots Troop

SupportCohen Hillel AcademyEssex National Heritage CommissionTrails and Sails weekends

French Consulate in BostonGlovers RegimentGrasse/Marblehead Sister City

PartnershipHospice of the North Shore League of Women VotersMarblehead Cable Access TVMarblehead Chamber of Commerce Marblehead Cub and Boy ScoutsMarblehead Board of SelectmenMarblehead Family FundIce Cream SocialPumpkin IlluminationGingerbread Festival

Marblehead Garden Club Marblehead Historical CommissionMarblehead Little TheaterMarblehead Public SchoolsAll 3rd grades at Bell Coffin and

Glover schools8th Grade, Marblehead Veterans

Middle SchoolMarblehead High School, history classes New England Museum Association North Shore Vocational and

Technical SchoolOld Burial Hill Oversight Committee

Old Marblehead Improvement Association

Rotary of Marblehead HarborSalem State UniversityHistory DepartmentArt History DepartmentEducation Department

Salem TheaterThe Society of Colonial WarsBUSINESSESShubies Marketplace Haleys Liquors Beacon Hill LiquorIpswich Ale Arnould Gallery Porath Computer Services Osborne Organics

VOLUNTEERSLynne AmbroseGene ArnoldRick AshleyJack AttridgeDiane BarbourLaurie BoggisJoyce Booth *Joan Bowen *Joe Brophy Paulette BrophyBeverly Buckman Marie Butler * Tom Call *Scott CampbellHarriet Canavan *Jean Carlson Meghan CashelDick CaseAnn Marie CaseyPam CassidyHarry ChristiansenJulia Christo Nancy ClemsonNancy CoffinJoe ColettiBill ConlyJohn CrowleyTim CrowleyKittie CuttingSeamus DalyHether DanforthMarilyn Day *Connie Deschenes * Lillian Deschenes *Dana DenaultAlice Doherty *Don DoliberBarbara DowdKim DowningBill DuvellBrendan EaganPhyllis Ellsworth *Jean Fallon T.J. FitzgeraldAnn FlynnJane Frey Priscilla FullertonAnna L. GergahtyElizabeth GillJoan GoloboyStandley GoodwinEllen Gordon *David Gorfinkle *Sally Gray Glover’s Regiment

Joan Gross Maria GuiderLaurie HarkClara Hastings *Walter HaugHelaine Hazlett Jim HazlettOlivia HazlettRick Holland Lis Horowitz *Bette Hunt Marcia Hunkins *Herb Heggie Judy and Gene JacobiSylvia Johnson *D.L. KaulbachSherman Kramer Sheila KrokorianSondra Kupersmith *Karyn LangGary LangAnn LanganAbby LaVoieJoan LeonardMichelle Lenze Doris Long Audrey LynchJoan McDuff Bruce Mac InnisSusan McMullinSophia MahoneyCharles MammenMegan MianoMike MeehanGerry MichaudLiz Michaud *Mimi Michaud *Lynn Myrick *Fay Norred *Mary O’Brien *Chip OsborneIda Owens *Kimberly Padgett *Ellen PageAlthea PaigeSandi PeasleeMarilyn PevearSharon Pingree-RussellJudy RawdingEleanor Reynolds Becky Robinson Janice RideoutLee Rosenvold *Webb RussellDoug RyderSally SandsLarry SandsCorinne Schecter *Gene Schecter *Alice Sheppard John Stucke David Shayeb *Dan Shoreman *Susan TetreaultSharon ThibodeauMike ThibodeauMonica TuckerLindsay TurcotteRik Tuve Erin Van OtterlooGinny von RuedenNancy Walker *Holly Wilsey-Walker *

* Pledged for three years

*Lee Mansion Guides

CLOCKWISE FROM ABOVE:“Marblehead in 1812” exhibit opening

where shawls—as a Federal fashion style—wereencouraged. The Ice Cream Social during the ArtsFestival. The boys cheerleading cast from the film

“Grown Ups2” take a break with Musuem CuratorKaren MacInnis and volunteer Bruce MacInnis. Themovie used the MMHS building at 170 Washington

Street as a staging area during filming.

STAFF

Pam Peterson, Museum DirectorKaren MacInnis, Museum CuratorLynne Paschetag, Director of Business and Development(through April 2012)Ashley Woodfin, Publicity & Social Media (December 2012)Jacqueline Hibbard, FinanceSandy Greenlaw, AdministrationCinny Rockett, Events

BOARD OF DIRECTORS

Richard Carlson, PresidentLynne Ambrose, 1st Vice PresidentJack Attridge, 2nd Vice PresidentSharon Thibodeau, SecretaryFrederick H. Settelmeyer, TreasurerJean Fallon, RegistrarDiane BarbourPam CassidyWilliam ConlyHether DanforthJoseph DeverAmy DrinkerKim DowningTom EganHelaine HazlettCarole KupsoffKaryn LangPaul McLaughlinLibby MooreSharon Pingree-Russell

ENDOWMENT COMMITTEE

T. J. Fitzgerald, ChairAlex CasePaul DavisTim HuntRobert PaquetteJay Pingeton

HONORARY DIRECTORS

Peter CoxeDorothy CreamerDana DenaultPeter HartBette HuntHazel OliverMichael RubinoRichard Tuve

TREASURER ' S REPORTThe Museum finished the year in good financial condition thanks to amodest growth in income and sound expense management. Thus, froma purely financial standpoint the Museum is in fine shape with the com-bination of its professional staff, the endowment committee and theBoard working well on maintaining the Museum’s integrity and focus onkeeping Marblehead’s rich history alive and well. Clearly, the endow-ment fund is a critical component of sustaining our day to day opera-tions and future stability. An important responsibility of the Board is tosafeguard the endowment not only thru sound management but alsokeeping our annual transfer from the endowment at or below 5%. Theendowment committee, which is comprised of local professionals, hasserved the Museum well and the 2012 transfer was below our target.

Although pleased with our overall financial results we need toreflect on the fact that we have been, for an extended period of time,under investing in our primary assets including the Lee Mansion, theGAR and our wonderful archived collection. Looking forward we needto continue to maximize our income generation capabilities includingredoubling our efforts to expand our membership base while at the sametime cultivating individuals capable of expanding and increaseing theAnnual Appeal. In a major new initiative we will use the power of theinternet (social media tools like Facebook) to expand our outreach no tonly to promote our events and lectures but also build our membership.Using the same tools the Museum will also work at identifying individ-uals whose interests and passion might include Georgian Architecture(Lee Mansion) or Civil War institutions like the GAR. The result will bethat the Museum will cast a broader financial net. We are a local entitybut we wish to think more nationally or globally in terms of generatinginterest and support.

Starting in late 2012 the Museum’s board and staff commenced amajor review of these treasurers and this effort has resulted in the cre-ation of a Strategic Plan which outlines various key initiatives. A GARAssessment and the review of our archival space are on the top of theBoard’s agenda. Committees have been formed with guidance and direc-tion from our professional staff with the GAR review evolving quicklyas a result of the elevator project at the Old Town House renovationnears completion. This project will require new funding. Again, we aremoving in a new direction regarding fund raising. Under the belief thatindividuals like to be identified with specific projects we will seek toidentify individuals who will see their own interest fulfilled in one ofthese initiatives. We are currently using our skills and knowledge re theinternet to seek individuals who identify with and are likely to supportthese projects.

2013 is anticipated to be a year of accelerating change, outreach,and the successful completion of several key initiatives outlined in ourStrategic Plan. The Museum is energized and seeks your continued sup-port. As we like to say, “We all own Marblehead’s rich history.”

Fred Settelmeyer, Treasurer

f i n a n c i a l r e p o r t

STATEMENT OF FINANCIAL POSITIONDecember 31, 2012

ASSETSCurrent Assets

Cash $24,454Investments 952,179Mansion Preservation* 313,393Total Current Assets 1,290,026

Property and Equipment, Net 372,774Total Assets $1,662,800

LIABILITIES $3,511

NET ASSETSUnrestricted Assets $1,659,289Total Net Assets $1,659,289

Total Liabilities and Net Assets $1,662,800

Fundraising events are an important part of every year, providingmembers and friends with an opportunity to support the Museum andenjoy themselves as well. 2012 was a great year forcreative and successful events presented by eventschair Diane Barbour. The Star Spangled Pops,chaired by Rick Settelmeyer, featured a War of 1812musical theme. The Online Auction, chaired by SharonThibodeau, Pam Cassidy and Kim Downing, with terrific supportby Business and Development Director Lynne Paschetag, was a greatsuccess. The Lee Mansion FUNdraising Party, chaired by SharonPingree-Russell and Karyn Lang kicked off the Lee Mansion summer sea-son. The Annual Garden Party coincided with Marblehead’s MaritimeFestival on a lovely summer evening in August. A new event, A Taste ofthe 18th Century in the Lee Mansion, was conceived by Curator KarenMac Innis and resulted in outstanding fundraising, led by RickSettelmeyer, for the conservation of the Lee Mansion’s demi-lune win-dow. Appreciation for the volunteer support that these and all our activ-ities represent was celebrated at our annual Volunteer AppreciationHoliday Party, graciously hosted at the lovely home of Jean and DickCarlson.

The Museum took a rare political stand in 2012, actively lobbyingfor voter support of the installation of an elevator in the Old TownHouse to make the building accessible to all. The Museum’s G.A.R andCivil War Museum is housed on the second floor, and has been openmuch more in the last few years, but handicapped access will be of ben-efit to all who want to enjoy this historic building. Led by MarbleheadMuseum President Richard Carlson, and supported by Board memberAmy Drinker, the override was successful and work is now underway.The Old Marblehead Improvement Association recognized the efforts ofDick Carlson and Amy Drinker with awards at their Annual Meeting.

MARBLEHEAD 101 continues to provide an overall theme andstructure by which to interpret and celebrate Marblehead’s unique his-tory. The MARBLEHEAD 101 weekly newspaper column in theMarblehead Reporter,and now online, is very popular and also fulfilsour mission to promote the history of Marblehead.

Three years ago in a response to a challenge we formed a commit-tee under the leadership of VP Lynne Ambrose to identify MarbleheadPatriots who participated in the Revolutionary War. After hours andhours of research of innumerable sources the committee identified over1,000 patriots with associations to Marblehead, an incredible numbersince Marblehead at that time had only 1,500 registered voters.

The Marblehead Museum continues to need funding for programsto maintain the Lee Mansion, the Collections, and the Civil WarMuseum. Members are vital to our mission to preserve protect and pro-mote Marblehead’s unique history. For the many who do support us,thank you. Your efforts help to sustain what has become an integralpart of living in Marblehead.

Dick Carlson, President

REVENUES & EXPENDITURES **Year ended December 31, 2012

REVENUE AND SUPPORTDonations and Dues

Annual Appeal ` $78,616Membership Dues 29,955Other Donations 13,740

Museum ActivitiesAdmissions 4,925Events 28,987Exhibits and Programs 14,610

Other RevenueMiscellaneous 6,509Endowment Income Remittal 55,275

Total Revenue and Support 232,617

EXPENSESPersonnel 125,889Museum Activities 23,559Development 8,102Facilities 26,838Insurance & Professional Fees 36,273General and Administrative 11,956

Total Expenses 232,617

* The Lee Mansion Preservation Fund has two components: The W.F. and T.F. Bowden Fund and The Martha and Russell Knight Fund.

** Full financial statments available on request.

Sternboard Eagle, photo by Rick Ashley.

Marblehead Museum Collection#1938.122