29

Annual ReportFiscal Year 2018 (April 1, 2017-March 31, 2018)

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WelcomeAs a preservation and cultural heritage organization, our properties and collections reflect the past. To advance our mission and accomplish our goals, however, Historic New England strives to be a forward-looking leader among museums around the world. With all of your help, we think we achieved that objective in Fiscal Year 2018.

We entered the period with a generous and devoted base of members, volunteers, and donors who helped us make robust strides throughout the year. Our volunteers dedicated a total of 10,179 hours to Historic New England’s operations. Strong endowment growth reflected outstand-ing commitment by donors. Attendance at our museum properties achieved a record high with 214,650 visitors, rep-resenting 3 percent growth from the previous year. Mem-bership registered a record increase to 8,715 households, up 5 percent; we gained 2,078 new memberships, exceeding the previous year’s count by 464.

Our Eustis Estate Museum and Study Center in Milton, Massachusetts, was a big contributor to these successes. Opened to the public in May 2017, the Eustis Estate is a major achievement for Historic New England, affording us an opportunity to present a twenty-first-century model for engaging visitors with historic houses. Creative use of technology provides user-selected access to deep information about the site. The setting encourages people to feel at home in the museum. We curated popular exhibitions in the Eustis Estate galleries, some drawn from Historic New England’s collections—such as the Mementos jewelry exhibition—and some arranged through partnerships with other organizations.

We cannot rely on our properties and collections alone to reach a broad public. Partnering with community organizations is an important part of our activities. Among the fruits of such efforts are two projects in our Everyone’s History series—the photographic and oral history exhibition We Are Haverhill: Changing Faces of Haverhill’s Neighborhoods, about the Massachusetts city; and our latest documentary film, Rooted: Cultivating Community in the Vermont Grange.

Historic New England also launched Engaging Students of Color through Internships. This program attracts people of color to work at the organization to better reflect the diverse communities we serve and to help make us a more inclusive institution.

Attaining reaccreditation from the American Alliance of Museums reaffirmed what a highly relevant institution Historic New England continues to be. Accreditation, considered the gold standard of museum excellence, recognizes commitment to excellence and continuous institutional improvement. Historic New England first achieved accreditation in 1976.

We continue to strive to work with all of you to implement a forward-looking mission and vision to serve and benefit the diverse New England public. Thank you for helping with our efforts!

David A. Martland Carl R. NoldChair, Board of Trustees President and CEO

ABOVE David A. Martland and Carl R. Nold. COVER The small parlor at the Eustis Estate Museum and Study Center, Milton, Massachusetts.

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David A. MartlandChair

David L. FeigenbaumVice Chair

Sylvia Q. Simmons Vice Chair

Joan M. BerndtClerk

Randy J. ParkerTreasurer

Carl R. NoldPresident and CEO

Jacob D. AlbertJeffrey P. BealeJon-Paul CoutureGeorge F. Fiske, Jr.James F. Hunnewell, Jr.Christopher KarpinskySidney KenyonGregory D. Lombardi

Sandra Ourusoff MasseyF. Warren McFarlanElizabeth H. OwensJulie A. PorterRoger T. ServisonAngie SimondsNancy B. TookeStephen H. White

Joan M. BerndtCo-chair

Robert P. EmlenCo-chair

George BallantyneFrederick D. BallouLynne Z. Bassett Russell BastedoRalph C. BloomRandolph D. Brock Harold J. CarrollMichael R. Carter David W. ChaseRichard W. CheekMartha Fuller ClarkKaren ClarkeBarbara A. ClearyFrances H. ColburnGregory L. CollingJulia D. CoxTrudy CoxeElizabeth Hope CushingElizabeth K. DeaneWilliam H. DunlapJared I. EdwardsHarron EllensonEugene GaddisDiane R. GarfieldMarcy GefterLucretia Hoover Giese Debra W. GlabeauMartha D. HamiltonEric HertfelderBruce A. IrvingEdward C. Johnson 3dElizabeth B. JohnsonJoseph S. JunkinMark R. KieferAnne F. KilgussMatthew KirchmanNancy Lamb

Paula LavertyArleyn A. LeveeAnita C. LincolnJohn B. LittleCharles R. LongsworthJanina A. LongtinePeter S. LynchPeter E. MadsenElizabeth Hart MalloyJohanna McBrienPaul F. McDonoughWilliam L. McQueenJulianne MeheganMaureen I. MeisterPauline C. MetcalfThomas S. MichieKeith N. MorganWilliam MorganHenry MossCammie Henderson MurphyStephen E. MurphyAnn NeviusRichard H. OedelJanet OffensendJames F. O’GormanMary C. O’NeilRobert I. OwensElizabeth Seward PadjenAnthony D. PellSamuel D. PerryPatrick PinnellMarion E. PressleySally W. Rand†Gail RavgialaCourtney RichardsonKennedy P. RichardsonMarita RiveroTimothy RohanCarolyn Parsons RoyVirginia RundellGretchen G. SchulerKristin L. Servison

Earle G. Shettleworth, Jr.Joseph Peter Spang IIIAndrew Spindler-RoesleDennis E. StarkCharles M. SullivanJonathan TracePaige Insley TraceJohn W. TylerWilliam B. TylerTheodore W. VasiliouGerald W. R. WardDavid WattersAlexander Webb IIIRoger S. Webb

Elisabeth Garrett WidmerKemble D. Widmer IIRichard F. WienSusie WilkeningRobert W. WilkinsRichard H. WillisRobert O. WilsonLinda W. WisemanGary WolfEllen M. WymanCharles A. Ziering, Jr.Margaret W. Ziering

† = Deceased

Sandra Ourusoff MasseyChair

Deborah L. AllinsonNancy J. BarnardRonald P. BourgeaultJeremiah E. de Rham

Edward C. FleckWilliam F. GemmillLeslie W. HammondStephen W. HarbyEric P. HayesWilliam C.S. HicksJames Horan

Kathrine Williams KaneLydia F. Kimball Elizabeth LeathermanA. Richard Moore, Jr.Paul MoranStephen MormorisJohn Peixinho

Susan RogersSusan P. SloanAnne S. UptonWilliam P. Veillette

Board of Trustees

Board of Overseers

Council

Leadership Fiscal Year 2018

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Over $1,000,000AnonymousVingo III Trust and Catherine Coolidge Lastavica, David W. Fitts and Peter Mulholland, Trustees

$100,000–$999,999Mr. Leslie P. BrodackiOgden Codman TrustNancy Foss Heath and Richard B. Heath Educational, Cultural and Environmental FoundationThe Thomas Jefferson Memorial Center Massachusetts Historical CommissionMary L. McKenny Fund of the Toledo Community FoundationNew Hampshire Land and Community Heritage Investment ProgramEstate of Ms. Pauline PerryThe Harold Whitworth Pierce Charitable TrustCity of Waltham Community Preservation CommitteeEstate of William G. Waters

$50,000–$99,999Anonymous (2)Estate of Thomas C. CaseyMr. Nicholas C. EdsallInstitute of Museum and Library ServicesCatherine Coolidge LastavicaTeresa and David Martland*Mass Cultural CouncilNational Historical Publications and Records CommissionMs. Helen NortonRhode Island Historical Preservation and Heritage CommissionMr. and Mrs. Roger T. Servison*

$25,000–$49,999The Cathedral Church of St. John the DivineMs. Lucretia H. GieseGeorge B. Henderson FoundationMr. and Mrs. Geoffrey R. T. Kenyon*Mr. Gerald W. KriegelGregory D. Lombardi*Dr. Janina A. Longtine*Mr. and Mrs. M. Holt Massey*Karen and Warren McFarlan*National Endowment for the HumanitiesMr. and Mrs. Edward P. Owens*Mrs. and Mr. Robert I. Owens*Caren and Randy Parker*Dr. Margaret Ruttenberg and Mr. John Ruttenberg*Mrs. Frederick A. StahlMr. and Mrs. Michael K. Tooke* Town of Wilmington, Massachusetts

$10,000–$24,999Anonymous (3)Mr. Jacob D. Albert*Ms. Deborah L. Allinson*Mr. Jeffrey P. Beale*Dr. and Mrs. Ernst R. Berndt*Berwick AcademyMr. and Mrs. Edward P. Bousa*The Champlin FoundationThe Coby Foundation, Ltd.Mr. Jon-Paul Couture*Estate of Abbott Lowell CummingsMr. David L. Feigenbaum and Ms. Maureen Meister*The Felicia Fund, Inc.Mr. George F. Fiske, Jr.*Gordon J. Hammersley FoundationLucile and Bill Hicks*Barbara and Amos Hostetter*

Mr. and Mrs. James F. Hunnewell, Jr.*Institution for Savings Charitable FoundationMr. and Mrs. Stephen B. JeffriesMrs. K. H. JonesRuby W. & LaVon P. Linn FoundationMr. and Mrs. John B. McDowell*Mr. and Mrs. Samuel D. Perry*Ms. Julie A. Porter*Prince Charitable TrustsCity of Quincy Community Preservation CommitteeMs. Deborah S. ReedMr. James V. RighterSaquish FoundationMr. Robert L. Simonds and Ms. Angie Simonds*Mr. Joseph Peter Spang III*Mr. Thomas A. Stone and Ms. Valerie M. WarriorMrs. Nina Heald WebberStephen H. and Virginia S. White* Winfield Foundation

$5,000–$9,999Anonymous (3)The Barnes Foundation, Inc.Mr. and Mrs. Alan Bembenek*Mrs. Kathleen CarrCatchlight PaintingThe Croll FoundationThe Fabulous FindDr. Thomas A. J. Frank and Ms. Alexandra Hastings*City of Gloucester Community Preservation CommitteeEric and Dorothy Hayes*Mr. Henry B. Hoover, Jr.Holly and Bruce Johnstone*Mr. Stephen Kaloyanides, Jr.*Mr. Christopher Karpinsky*

Ms. Diana KorzenikMr. and Mrs. Arthur LarsonMr. and Mrs. James M. Lober*Mr. Thomas McKennyPaul and Jean Moran*Mr. Stephen Mormoris and Mr. Robert Cornell*Mr. Carl R. Nold and Ms. Vicky Kruckeberg*Robert A. Pemberton and Barbara R. Jordan*Mr. Samuel Plimpton and Ms. Wendy ShattuckMr. and Mrs. George Putnam*Rhode Island Council for the HumanitiesDr. Sylvia Q. Simmons*The Tianaderrah FoundationMr. and Mrs. Richard WheelerClara B. Winthrop Charitable TrustMr. and Mrs. Charles A. Ziering, Jr.*

$2,500–$4,999Mr. and Mrs. Frederick D. Ballou*Mr. and Mrs. John D. Barnard*Mr. Ronald P. Bourgeault and Mr. James Horan*Ms. Désirée Caldwell and Mr. William F. Armitage, Jr.*Ms. E. Greer Candler* Mr. Harold J. Carroll*Mr. Michael R. Carter*Mr. and Mrs. David M. Chamberlain*Mr. and Mrs. Richard W. CheekMr. William H. Claflin and Ms. Cathy Claflin*Martha Fuller Clark and Geoffrey E. Clark Ms. Karen Clarke*Mr. and Mrs. Jeremiah E. de Rham*Elizabeth and Nicholas Deane*Ms. Janet Dinan and Mr. Peter Dinan*

Donors April 1, 2017 – March 31, 2018The names listed on the following pages recognize those who, through their generous and thoughtful gifts, have strengthened Historic New England this past fiscal year. To each of them, we extend our most sincere appreciation. In addition, we would like to thank those who supported us at every level, including 8,715 members.

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Alma Gibbs Donchian FoundationJoan Dwyer and Jayne Dwyer Charitable Fund of the New Hampshire Charitable FoundationEstate of Mr. William H. Eaton IIIMr. and Mrs. Frederic A. Eustis II*Mr. Edward C. Fleck and Ms. Eileen M. McCormack*Mr. Ronald Lee FlemingDr. Christopher D. M. Fletcher*Mr. Stephen L. Fletcher*Charles and Julia Ganson, Jr.*Mr. Thatcher Lane Gearhart*Mr. William F. Gemmill and Ms. Sally Gemmill*Ms. Diane Gipson*Mr. and Mrs. Martin D. Hale*Ms. Martha D. Hamilton*Mrs. Leslie W. Hammond and Mr. James R. Hammond III*Mr. Stephen W. Harby*Mrs. Cyrus I. HarveyMr. and Mrs. Tim Holiner*The Roy A. Hunt FoundationMs. Elizabeth L. Johnson*Mr. Joseph S. Junkin*Katherine Williams Kane*Ms. Anne F. Kilguss*Lydia F. Kimball*Mr. and Mrs. Gordon F. Kingsley*Mr. Clifford Lasser and Ms. Elizabeth Adams*Ms. Georgia LeeMr. David W. Lewis, Jr.*Dr. Frederic F. Little and Dr. Claudia L. Ordonez*Maine Historic Preservation CommissionMassachusetts Society of the CincinnatiMr. Thomas S. Michie*Mr. and Mrs. Richard H. OedelMr. and Mrs. David Offensend*Mrs. Carolyn M. Osteen and Dr. Robert Osteen*Mr. John Peixinho*Ms. Heidi Pribell*Mr. and Mrs. Kennedy P. Richardson*Mr. and Mrs. Mark V. Rickabaugh*Mrs. Louise C. RiemerMalcolm P. and Susan A. Rogers *Mr. and Mrs. Charles E. Rounds*Ms. Lois C. Russell*Mr. Andrew F. Saxe and Mr. Dean Vollick*Mr. James Schibanoff and Mrs. Nancy Schibanoff*Arthur D. Clarke and Susan Sloan*Mr. Andrew Spindler-Roesle and Mr. Hiram Butler*Mr. Charles M. Sullivan and Ms. Susan E. Maycock*Mr. and Mrs. John Upton*Mr. Theodore W. Vasiliou*Mr. and Mrs. William P. Veillette*Mr. and Mrs. John H. WhitonMr. Robert W. Wilkins, Jr.*Mr. Richard H. Willis*

Stephen G. Woodsum and Anne R. Lovett*Mr. and Mrs. John A. Yozell*

$1,000 - $2,499AnonymousThe Aquidneck FoundationDr. and Mrs. Reinier Beeuwkes IIIMr. Ralph C. BloomDavid H. BurnhamMr. and Mrs. Richard I. BurnhamMr. John D. ChildsMs. Abby Coffin and Mr. Peter CoffinDr. and Mrs. Thomas J. CoghlinJohn and Jayma CoghlinMrs. I. W. ColburnMs. Lorna CondonMs. Mary E. DarmstaetterThe Decorative Arts TrustMr. and Mrs. George P. Denny IIIEast Cambridge Savings BankAlan S. EmmetFerguson Perforating & Wire Co.Mrs. Pamela W. FoxMs. Diane R. Garfield and Dr. Peter L. Gross, M.D.Mr. and Mrs. Allan GerrishMr. Thomas B. GouldMr. and Mrs. Garth H. GreimannMs. Meredith HallMr. and Mrs. Ward HamiltonMr. and Mrs. Donald E. HareTina and Bill HarschMrs. Judy HoodThe Hope FoundationMr. and Mrs. Douglas HoranIpswich Ale BreweryMatthew Karimi and David SmithMr. John F. KeaneKeepers Preservation Education Fund at the Maine Community FoundationMs. Jennifer KentPeter and Claudia KinderMs. Susan S. KinseyMr. David S. KirkMr. and Mrs. Keith L. KnowltonKuehn Charitable FoundationMr. and Mrs. A. R. Lamb IIIMr. and Mrs. Nicholas W. LazaresMr. William R. LeitchMr. and Mrs. Newton H. LeveeMr. Jonathan B. LoringMr. and Mrs. Richard K. LubinMacRostie Historic Advisors LLCMr. and Mrs. John McCartneyMs. Anne McKennyWilliam L. McQueen and Carla O.A. BoschMr. and Mrs. Arthur C. MilotThe MLM Charitable FoundationMr. and Mrs. William S. MosakowskiMr. and Mrs. Richard C. NylanderMr. and Mrs. Donald A. OckerMs. Elizabeth Seward Padjen, FAIA and Mr. Thaddeus GillespieMs. Erika PfammatterPutnam Bank

Quincy Arts CouncilJohn and Dorothy RemondiMrs. Edward P. Richardson, Jr.Bill and Kathleen RousseauThe Sharpe Family Foundation / Julie and Henry D. Sharpe IIIMr. and Mrs. J. Hale SmithMs. Julie A. SolzMs. Lynne M. Spencer and Mr. Jeff MusmanMr. and Mrs. Richard TaggartThe Tiedemann FoundationMr. and Mrs. Matthew TorreyMr. Charles TruslowMr. and Mrs. Gary M. VieraWalmart FoundationWatertown Savings BankMr. and Mrs. Stephen M. WeldMrs. Adrienne Wheeler and Mr. Richard R. Wheeler

$500 - $999The Architectural Team, Inc.Ms. Karen E. BartholomewMr. Russell BastedoKim and Laurence BrengleElsie A. Brown Fund, Inc.Mrs. Charles B. CarpenterMr. and Mrs. Thomas P. CatalanoGerald L. Celano and Kelly A. MarshallMr. and Mrs. David ChaseChristensen-Dunn Early Foundations FundMr. Gregory L. CollingMary and James Nicoll CooperMr. John D. Corey and Mr. Miguel RosalesMr. and Mrs. Miguel de BragancaMs. Carissa DemoreMr. Robert Diserens and Ms. Karla DiserensEpsilon Associates, Inc.Mr. Jeffrey EpsteinFinegold Alexander ArchitectsMr. Jameson French and Ms. Priscilla FrenchMr. and Mrs. James L. GarvinMr. and Mrs. Stephen A. GeremiaMr. Peter A. GittlemanMs. Lia B. GlovskyMr. Laurence Gould and Ms. Kate GouldArts and Culture Fund of the Grange FoundationMs. Wendy GusMr. Benjamin K. HaavikMr. Roland Hoch and Mrs. Sarah Garland-HochMs. Donna HochbergHometown BankMrs. Nancy D. JudgeMr. William S. Kelley and Ms. Sarah M. PeskinMr. Mark R. KieferMr. William P. LambMr. and Mrs. George LewisMr. and Mrs. A. James LincolnMr. Stephen Little

Mr. and Mrs. Bernie MaceroniMr. and Mrs. Peter E. MadsenMr. and Mrs. Frank Mauran IVJulianne and David MeheganMr. and Mrs. Bruce H. MonradMr. Mark Kimball Nichols and Mr. Lowell Reid MasseyMr. and Mrs. Michael E. O'DonnellOrder of the First Families of New HampshireArthur and Connie PageMr. Charles H. PagePoint of Sale Systems Services, Inc.Vicky and Larry FordMs. Sally W. Rand†Rita and Norton ReamerMr. John S. ReidyMs. Kelly ReynoldsMs. Katharine RichardsonMr. Arthur N. RyanMs. Christine Salas and Mr. Pito SalasMr. John A. Shutkin and Ms. Katherine B. ShutkinHenry B. Spencer and Nicky CassMr. and Mrs. Lionel B. SpiroMr. and Mrs. Seth SpragueMs. Natalie StarrMr. and Mrs. Theodore E. Stebbins, Jr.Mr. Campbell StewardMr. Lawrence Stifler and Ms. Mary McFaddenMs. Anne G. SymchychMs. Ann TaylorUnited States Department of AgricultureVanasse Hangen Brustlin, Inc.Mr. and Mrs. John A. VassalloMrs. Jeptha H. WadeMs. Emily WheelerMs. Sarah Wragge

* Appleton Circle Member† Deceased

Matching Gift Companies Amazon Smile FoundationAmica Companies FoundationAnchor Capital Advisors Inc.Bank of AmericaBenevityEaton VanceEversourceGE FoundationIBM CorporationLiberty Mutual FoundationNetwork for GoodPayPal Giving FundQualcomm FoundationQuantlab Financial LLCThe Stanley WorksState Street Foundation Matching Gift ProgramTexas Instruments FoundationTruistUnited TechnologiesArchie D. and Bertha H. Walker Foundation

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Gifts in Kind Nancy J. BarnardBiomes Marine Biology CenterThe Black Tank, LLCCalifornia PaintsCapers CateringChessawanock Island Oysters Ms. Carol ChiungosChristie’sMichael J. Cooney, Nixon Peabody LLP CVS PharmacyDave’s MarketplaceDel’s LemonadeDesign New EnglandDifferent DrummerDunkin’ DonutsMs. Lois FultonGordon’s Fine Wine & LiquorsRobert M. Hale, Goodwin Procter LLP High Output Inc.Independent Archaeological Consulting, LLCThe Inside ScoopIpswich Ale BreweryJeffrey P. Johnson, WilmerHaleGregory Lombardi DesignMr. Adam LoweDavid A. Martland, Nixon Peabody LLP McLaughlin & Moran, Inc.Ocean State Oyster FestivalPeak Event Services Rock Spot ClimbingMrs. Stephen D. RubenThe Savory GrapeMr. and Mrs. Greg ShawStop & ShopSymriseTeddy BearskinsUrban Tree ServiceWhite Farms Homemade Ice CreamMs. Mary WoodwardThe World Store

Gifts in Memory ofIn memory of Mr. Mark E. AndersonMs. Teresa CarboneMr. Leonard FournierMs. Cynthia M. Garrey and Mr. Raymond A. Neshko, Sr.Mr. and Mrs. Jeffery GniadekHarbo Sales and ServiceMs. Barbara JonesMs. Cheryl G. PetersonMs. Elizabeth Smith

In memory of W. Robert CarrJulianne and David Mehegan

In memory of Abbott Lowell CummingsAnonymousMs. Lorna CondonMr. Carl R. Nold and Ms. Vicky L. Kruckeberg Mr. and Mrs. Richard C. NylanderMr. Joseph Peter Spang IIIMr. and Mrs. Seth Sprague

In memory of Bev LufkinMr. and Mrs. George Groom

In memory of Jennie J. McDonaldMrs. Jane E. Eldridge

In memory of Luren Gould NunezMr. Laurence Gould and Ms. Kate Gould

In memory of William WatersMr. and Mrs. Richard C. Nylander

In memory of Charles M. WerleySaquish Foundation

Gifts in Honor ofIn honor of Jeff BealeMs. Skye Morrison Kramer

In honor of the Collections Staff at Historic New EnglandMaureen Fennessy Bousa

In honor of Lorna CondonMr. James V. RighterMrs. Frederick A. Stahl

In honor of Peter GittlemanMs. Julia Gittleman and Mr. Tom Mendelsohn

In honor of Martha HeathMr. Richard Heath

In honor of Jennifer Kent and Ken TurinoMr. and Mrs. Alan Bembenek

In honor of Sidney KenyonMr. and Mrs. John C. Warren

In honor of Alan and Carol KeslerMs. Margaret EberlingMs. Charlotte Fuquay

In honor of the John Lougee Family of Exeter, New HampshireMrs. Matthew R. Simmons

In honor of Warren McFarlanMr. and Mrs. William J. Poorvu

In honor of Carl R. Nold, Edward Bousa, Bill Hicks, Roger Servison, Joan Berndt, and Maureen BousaHolly and Bruce Johnstone

In honor of Jane NylanderMs. Mary M. Meese

In honor of Biddy and Bob OwensMr. Andrew Spindler-Roesle and Mr. Hiram Butler

In honor of Sally ZimmermanMr. Ian Whitmore

Donors to the CollectionsAnonymousMr. and Mrs. Robert and Margaret BatesMs. Judith V. BlakeyMr. Stephen BorkowskiMs. Nancy C. CarlisleMs. Lorna CondonMr. Linzee CoolidgeMr. Leonard CruickshankMs. Sandy GeorgeMs. Andrea GilmoreMs. Helen R. HaddadMr. Kemp HarrisEstate of Irene HollisterMs. Karen J. JohnsenMs. Edie H. JonesMs. Leslie A. KoelschMrs. Arleyn A. LeveeEvelyn V. Lovejoy Revocable TrustMs. Karin H. LudlowMr. Arthur McKennyMary L. McKenny Trust, Sally Pugsley, and Kenneth WachterMr. Thomas S. MichieMr. Henry MossMr. and Mrs. Richard C. NylanderMr. Richard H. OedelMr. and Mrs. Samuel D. PerryMs. Diana Post and Mr. Hal ChurchillMr. Joseph Peter Spang IIIMr. Paul StamatosMrs. Grace W. StoneMs. Ruth StrachanMs. Pamela ToulopoulosMrs. Diane L. VieraWestford Museum and Historical SocietyMr. and Mrs. Bancroft R. WheelerWunsch Americana Foundation

Donors to the Library and ArchivesAnonymousMr. Keith Arbour in honor of Nancy L. HallockMr. Reginald W. BaconMrs. Charles BatchelderMr. Ralph C. BloomMr. Thomas G. BossMr. Ronald P. BourgeaultMs. Ellen CarlsonMr. John M. CarpenterMr. Michael ChampaMr. Richard CheekMs. Lorna CondonCox Library, Milton AcademySusanna M. CramptonBequest of Abbott Lowell CummingsMs. Deborah L. DavidsonMr. Stephen K. DesrochesMs. Katharine P. EmlenMr. Robert P. EmlenMs. Jeanne FallierMr. David L. Feigenbaum and Ms. Maureen MeisterMs. Marilyn Fenollosa

Ms. Judy Fleischman and Mr. Jeremy StahlinMr. Stephen L. FletcherMrs. Velma FrankMs. Leslie FrostMs. Jeanne M. GambleMs. Jean GerstenhaberMs. Margaret Bradbury GigonMr. Willie GranstonMr. J. S. Gutman and Ms. Kellie O. GutmanMs. Helen R. HaddadMrs. Sarah R. HinkleMs. Nora Oakes HowardMs. Barbara HoweSusan and Peter JohnsonMr. Ward JonesMs. Katherine KieferMr. Louis KruppMr. Claude M. Lee IIIMr. James LewisMrs. Anita LincolnMiss Selina F. LittleMs. Heidi MannMs. Beatrice F. ManzMr. Richard M. MarionMassachusetts Department of Conservation and RecreationMr. Arthur McKennyMary L. McKenny Trust, Sally Pugsley, and Kenneth WachterMrs. Gay McWhorterMs. Mary B. NobleMr. Carl R. NoldMrs. Jane C. NylanderMr. Richard C. NylanderDr. James F. O'GormanMs. Julie ParksMr. Dana B. PierceMr. Jeffry A. PondMs. Julie A. PorterPortsmouth AthenaeumMs. Cristina ProchiloMrs. Deborah Reed, Ms. Victoria Reed, and Ms. Mary ReedEstate of Nancy Rogerson Brown ReuterMr. James V. RighterTrustees of the Searles Nominee TrustMr. and Mrs. Roger T. ServisonMrs. Jean S. SharfMr. Earle G. Shettleworth, Jr.Mr. Michael Shor and Ms. Benita ShorMs. Martha SpaldingLaura and Seth SpragueMrs. Frederick A. StahlMr. Markham StarrMr. Charles M. Sullivan and Ms. Susan E. MaycockDr. Bryant F. Tolles, Jr.Mr. and Mrs. Gerald W. R. WardMs. Jessica Wills-LipscombMr. Charles B. Wood IIIThe Yarmouth (Maine) Historical Society

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Anonymous (7)Diana AbrashkinMr. Peter W. Ambler and Ms. Lindsay M. MillerMrs. Oliver F. AmesDr. Barbara A. BeallRalph C. BloomMs. Natalea G. Brown†Ms. Jerrilee CainThomas C. Casey†J. Scott and Valerie McKay ChaloudMr. and Mrs. Richard W. CheekMs. Margaret L. ClarkeSusan W. CrumMr. and Mrs. Edward A. CurrieStuart A. DrakeMr. and Mrs. Jack DutzyMr. David T. EdsallMr. Nicholas C. EdsallDr. Donald Ehresmann Alan S. Emmet

Mrs. Marjorie A. FalveyRoseann FerriniMr. William B. Finch and Ms. Carol RoseDr. and Mrs. Oscar FitzgeraldMs. Lucretia Hoover GieseMs. Janet GreenAnnabella Gualdoni and Vito CavalloMr. Jeffery M. Hall Mr. Philip A. HaydenKatherine K. Holt and Hamilton HoltMr. Henry B. Hoover, Jr.Mr. Ralph JohnstonMr. Christopher KeppelmanMrs. Mary S. KingsberyCatherine Coolidge LastavicaMs. Ginny LeslieMr. John MatzkeMr. Paul F. McDonough, Jr. and Ms. Carla A. BlakleyWarren and Karen McFarlan

William L. McQueen and Carla O. A. BoschMr. Alan MurrayMs. Beverly P. MutrieMr. John A. Neale and Dr. Stephen L. BoswellMr. Carl R. NoldMr. and Mrs. Richard C. NylanderNancy OsgoodMr. Stephen P. ParsonMr. and Mrs. Anthony D. PellMr. Brian R. PfeifferDeborah S. ReedRobert B. RettigMr. James V. RighterMr. David N. RooneyMr. and Mrs. Roger T. ServisonMr. Earle G. Shettleworth, Jr.Mr. Alan P. SlackSusan P. SloanMr. Richard Sommers

Mrs. Frederick A. StahlDennis E. Stark and Robert F. AmarantesMr. J. Reed StewartThomas A. Stone and Valerie M. WarriorMs. Denise C. SullivanMs. Bette TaskE. Clothier TepperBryant F. Tolles, Jr.Nancy Briggs TookeMr. George E. Triantaris and Mr. Steve NigzusJoseph H. Twichell†Mr. Kemble Widmer II and Ms. Elisabeth Garrett WidmerMr. Roger D. WillmottMs. Susan F. Witzell

† Deceased

Otis SocietyThe Otis Society honors donors who include Historic New England in their wills and estate plans. Named for Harrison Gray Otis, the prominent lawyer and politician whose 1796 home has been a Historic New England museum since 1916, this important group reflects the extraordinary impact of planned giving on the future of Historic New England.

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Operating Financial Statement a April 1, 2017 - March 31, 2018

% increase % of totalREVENUE FY2018 FY2017 (decrease)

Investment Return Designated for Operations b $ 6,138,000 $ 6,049,000 1% 33% Revenue from Operations 2,437,000 2,359,000 3% 13% Contributed Income 3,735,000 3,000,000 25% 20% Contributed Income for Property & Long-term Investments 6,176,000 4,662,000 32% 34%

TOTAL REVENUE $ 18,486,000 $ 16,070,000 15% 100%

% increase % of totalEXPENSES FY2018 FY2017 (decrease)

Museum Operations $ 4,182,000 $ 4,016,000 4% 33%Preservation Maintenance c 2,202,000 4,531,000 (51%) 18%Collections & Exhibitions 1,607,000 1,982,000 (19%) 13%Education & Public Programming 1,337,000 1,366,000 (2%) 11%Administration 1,118,000 1,168,000 (4%) 9%Fundraising 910,000 594,000 53% 7%Revenue Generating Projects 497,000 543,000 (8%) 4%Preservation Easement Program 345,000 289,000 19% 3%Marketing 240,000 247,000 (3%) 2%

TOTAL EXPENSES $ 12,438,000 $ 14,736,000 (16%) 100%

Net Income from Operations d $ 6,048,000 $ 1,334,000 Endowment Assets e $ 134,251,000 $ 115,536,000 Gain on Investments $ 14,932,000 $ 11,837,000

a This financial statement represents the general operating activities for Historic New England only. Other non-operating activity, including

realized and unrealized gains on restricted assets, can be found within the audited financial statements.

b “Investment Return Designated for Operations” represents endowment funds approved by the Board of Trustees to support annual operations

and income from trusts. The annual draw is based on appropriating 5% (the board may approve more or less from time to time) of the preceding

twenty-quarter fair market value of the investments as of December 31.

c The higher FY2017 “Preservation Maintenance” line reflects the completion of the renovation of the Eustis Estate Museum and Study Center.

d “Net Income from Operations” above includes contributions for property acquisitions and long-term investments of $6 million in FY2018 and

$5 million in FY2017.

e “Endowment Assets” excludes beneficial interest in perpetual trusts which equaled $10.1 million for FY2018 and $9.7 million for FY2017.

Financials

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REVENUE

EXPENSES

20%

33%

13%

31%

34%

27%

8%

4%

4%2%2%

Museum Operations

Preservation Maintenance

Collections & Exhibitions

Education & Public Programming

Administration

Fundraising

Revenue Generating Projects

Preservation Easement Program

Marketing

Investment Return Designated for Operations

Revenue from Operations

Contributed Income

Contributed Income for Property & Long-term Investments

33%

18%13%

11%

9%

7%

4%3% 2%