ANNUAL REPORT 2013-2014

OLD YORK HISTORICAL SOCIETY

MUSEUMS OF OLD YORK

OYHS ANNUAL REPORT 2013-2014 PAGE 1

BOARD AND STAFF

Georgia Bennett, President Jonathan Speers, Vice President Robert E. Palmer, Jr., Treasurer Karen Ida Peterson , Secretary

Trustees Staff

Karen Arsenault Joel Lefever, Executive Director Danny Bottino, Interpreter Katharine LaChance, Perkins Fellow

Robert Coles Laura Dehler, Marketing & Development Kris Bowden, Interpreter Ally LaForge, Collections Intern

Ann Saer Driscoll Cynthia Young-Gomes, Registrar & Curator John Cushman, Reception Amy Forester, Junior Docent

Dawn Fernald Thaddeus Lyford, Director of Education Doug Dickey, Reception John Forester, Junior Curator

Kevin Freeman Eileen Sewall, Program Specialist Rachel Eastman, Interpreter Brooks Kennedy, Junior Docent

Nancy Gustad Virginia Spiller, Historical Librarian Barbara Forester, Interpreter Mairead Murphy, Junior Curator

Daniel Hartigan Nancy Moran, Archivist Susan Fryling, Interpreter Nicholas Noerdlinger, Junior Docent

Suzanne Little Jon Powers, Buildings & Grounds Marsha Gmyrek, Interpreter Lila Sewall, Junior Docent

Philip Morgan Marsha Sibley, Staff Accountant John Heinl, Volunteer Interpreter Belle Sillsby, Junior Docent

David Simpson Mary Harding, Curator of Contemporary Art Tamara Konczal, Interpreter Danielle Spicer, Junior Docent

Gordon Wallace Anne Duncan, Horticulturist Victoria Levesque, Interpreter

Sarah Wilkinson Sheryl Little, Interpreter

Warner Lord, Interpreter

Trustees Emeritus Abby Pietrantonio, Interpreter

Virginia Parsons David Ramsey, Interpreter

Henry Weeks Trimble, III Susan Spicer, Interpreter

S. Thompson Viele

2013-2014 ANNUAL REPORT OYHS PAGE 2

PROPERTIES

OWNED BY OLD YORK PARSONS EDUCATION CENTER REMICK GALLERY JEFFERDS TAVERN YORK CORNER SCHOOLHOUSE 3 LINDSAY ROAD, YORK RAMSDELL HOUSE 35 LINDSAY ROAD, YORK JOHN HANCOCK WAREHOUSE & WHARF 136 LINDSAY ROAD, YORK GEORGE MARSHALL STORE & WHARF 140 LINDSAY ROAD, YORK ELIZABETH PERKINS HOUSE & BOATHOUSE 395 SOUTHSIDE ROAD, YORK RESEARCH CENTER & ADMINISTRATION 270 YORK STREET, YORK STEEDMAN WOODS 14 MILL DAM ROAD, YORK

SECOND PARISH CHURCH CEMETERY 194 CIDER HILL ROAD, YORK

SNOWSHOE ROCK 83 CHASES POND ROAD, YORK HARRY WINEBAUM COLLECTIONS CENTER 22 SHAPLEIGH ROAD, KITTERY CUSTODIAL OLD GAOL TOWN OF YORK 193 YORK STREET, YORK EMERSON-WILCOX HOUSE ELIZABETH BISHOP PERKINS TRUST 187 YORK STREET, YORK

OYHS ANNUAL REPORT 2013-2014 PAGE 3

A VISION FOR THE FUTURE FROM OUR PAST

In 1958, Jules Prown, a Harvard graduate and art historian from Massachusetts, was hired to be the first director of both the Society for the Preservation of Historic Landmarks in York County, and the Old Gaol Museum. During his months in York, Prown reviewed the structure and function of the historical organi-zations here and recommended strategies for future development. His first strategy, the

joining of York's three historical organizations, came to fruition twenty-six years later in 1984 when the Old York Historical and Improvement Society, the Old Gaol Committee, and Historic Landmarks became the Old York Historical Society.

A second significant strategy from 1958 never was fully implemented, but has reso-nance for today. Prown envisioned two centers for historical activities in York Vil-lage - a public center at Jefferds Tavern, and an administrative center at the Elizabeth Perkins House in the former 1920s servant quarters. Jefferds Tavern for many years was the seasonal reception center of the mu-seum, and the addition of the Parsons Edu-cation Center and Remick Gallery, funded through the Heritage Campaign of 2004-2008, has strengthened our ability to accom-modate visitors and programs, year round.

For decades however, the Elizabeth Perkins House has had limited use. As the result of Old York’s strategic planning, a new and vibrant use is planned for the 1920s servant wing of the house, while continuing to maintain and interpret Elizabeth Perkins' 18th century main house and collection. The wing will become administrative offices for Old York.

Converting space in the Perkins House necessitates moving stored col-lections to another location. Every available nook and cranny of the rambling house and most other museum buildings are used for storage, and by 2013 the museum storage facility, the Harry Winebaum Collec-tions Center in York Beach was at capacity as well. In fact, for many years Old York has struggled to store and maintain its important collec-tion of objects, art, archival materials, and library of reference books.

In Spring 2014 Old York placed the 2,000 square feet York Beach property on the market, which sold within days and netted the museum $455,000. Soon thereafter, the society purchased an 8,000 square feet former professional office in Kittery for $390,600. With a profit of more than $60,000, the new storage facility is being renovated as the Harry Winebaum Collec-tions Center - Kittery.

Renovations to create a Perkins House administrative center is planned to begin in 2016, fulfilling Prown’s vision from 1958.

Perkins House Servant Wing in 2015.

2013-2014 ANNUAL REPORT OYHS PAGE 4

2013-2014 PROGRAMMING IN REVIEW

With a renewed commitment to serving the people of the greater York community, museum staff continued popular seasonal events and developed new year-round programming including:

• York Living History Program for York Schools• Exhibit: The Barrell Collection: A Return to York• Exhibits at the George Marshall Store• Summer Concerts at Hancock Wharf• Junior Docent Summer Programming• Secret Cove Decorator Show House, Kittery Point• Marketfest• Tavern Dinners & Tastings• History with a Side of Soup• Christmas Teas

RETIREMENT

Virginia Spiller (seen here with Jon Powers, head of Buildings and Grounds) retired in 2013 as Old York’s librarian, having begun volunteering to develop museum educational programming in 1977.

Visitors enjoyed historic holiday spirit at the 2013 Christmas Tea.

Interpreter Doug Dickey demonstrates cider pressing at Marketfest 2013.

OYHS ANNUAL REPORT 2013-2014 PAGE 5

FINANCIAL REPORT

BALANCE SHEET June 30, 2014

ASSETS Operating cash reserve and cash equivalents $ 122,294 Cash for facilities renovation projects 300,000

Accounts receivable 6,083 Prepaid expenses and other assets 26,295

Total Current Assets 454,672

Value of property and equipment, net 2,166,609 Restricted cash for long-term purposes 54,323 Investments in endowment 4,818,691

Beneficial interest in charitable trust 1,233,085 Total Assets 8,723,380

LIABILITIES & NET ASSETS Current maturities of long-term debt 2,066

Accounts payable and accrued expenses 21,710 Deferred revenue 6,614 Total current liabilities 30,390

Unrestricted net assets

Board designated endowment funds 600,681 Undesignated value of property 1,972,111

Temporarily restricted for projects and maintenance 652,986 Permanently restricted endowment funds 5,467,212 Total net assets 8,692,990

Total Liabilities & Net Assets $ 8,723,380

STATEMENT OF FINANCIAL POSITION June 30, 2014

SUPPORT AND REVENUE Admission and public programs $ 54,037 Memberships 47,644

Annual Fund and contributions 64,577 Trust distributions and investment income 604,651*

Change in value of charitable trust 151,420 Gallery sales 17,474

Auxiliary activities and other income 21,189 Fundraising events 112,023 Gain on sale of property 271,379*

Total support & revenue 1,344,395

PROGRAM EXPENSES Curatorial & conservation 103,723

Education & public programs 210,569 Library 28,599 Buildings & grounds 189,323

Total program expenses 523,214

SUPPORTING SERVICES General & administrative 129,295

Fundraising & membership development 73,072 Direct costs of fundraising events 34,675

Total supporting service expenses 237,042

CHANGE IN NET ASSETS 575,138*

NET ASSETS END OF YEAR $ 8,692,990

*The $575,138 net asset increase combines a $300,000 trust distribution reserved for facili-ties renovation projects, as well as a $271,379 gain on the sale of the Winebaum Collections building in York Beach used to purchase and renovate a larger collections building in Kittery.

2013-2014 ANNUAL REPORT OYHS PAGE 6

ENDOWMENT & BENEFICIARY FUNDS

ENDOWMENT FUNDS SUSTAIN OLD YORK’S OPERATIONS

The Old York Historical Society receives no public tax support, and therefore relies on memberships and annual giving, earned income, fundraising events, foundation grants, and endowment funds for operations as well as special support.

Old York’s endowment funds combine those of its three predeces-sor organizations: Old York Historical and Improvement Society; Old Gaol Museum; and Society for the Preservation of Landmarks in York County. Since the joining of the three in 1984, additional gifts have been made, including those given during the 2004-2008 Heritage Capital Campaign.

The society’s investment policy limits the use of income from endowments to approximately 5% of a rolling 12-quarter average of the total value of the funds. At the end of Fiscal Year 2013-14 the value of permanently restricted, temporarily restricted, and unrestricted endowment funds was $4,814,691: Old York used income in the amount of $239,620 or 4.98%.

A Tradition of Giving … Since 1907

1907 - Florence Lathrop Page Fund (At Maine Community Foundation)

1953 - Elizabeth Perkins Historic Landmarks Endowment Fund

1953 - Elizabeth Perkins House Endowment Fund

1953 - Elizabeth Bishop Perkins Trust Benefiting the Old Gaol Museum

1983 - Old Gaol Memorial Endowment Fund

1990 - Old York Society Special Fund (At New Hampshire Charitable)

2000 - Steedman Woods Endowment Fund

2001 - Roland Junkins Cemetery Perpetual Care Endowment Fund

2001 - Roland Junkins General Purposes Endowment Fund

2003 - Breckenridge Patterson Perkins Fellows Endowment Fund

2003 - Ruth M. Gerrity Endowment Fund

2004-2008 - Heritage Campaign Operations Endowment Additions

2011 - Marion Fuller Brown Endowment Fund

2011 - Virginia Parsons Educational Programs Endowment Fund

OYHS ANNUAL REPORT 2013-2014 PAGE 7

ANNUAL GIVING

Mr. & Mrs. S. Thompson Viele

Paul & Harriet Weissman

York Hospital

Contributors up to $999 Helen T. Allen

Ms. Dinah H. Anderson

Mark J. Andruchuk

Ms. Susan Antal

Mr. David J. Armlin

Karen & Mark Arsenault

Bob & Donna Asquith

Rhett & Carol Austell

Mr & Mrs. William R. Baker, Jr.

Raymond & Lisa Bald

Richard & Susan Balkite

Joe & Carole Ballard

Ms. Marilyn Barnett

Jay & Jennifer Barrows

Mr. Charles Beal

Michael Behnke

Lisa Berg

The Berlin Family

Donald Bernier & Gail Berneike

Albert & Joann Bibb

Robert & Marcia Blecker

Janet Blyberg & Joel Lefever

Peter & Carol Blyberg

Peter & Sarah Bowers

Contributors $1,000 & above Anne Erwin Sotheby’s Int. Realty

Mr. Bruce A. Barmby

Stephen & Georgia Bennett

Nelson & Joan Burbank

David & Barbara Chase

Jared & Ann Chase

Mr. David J. Chavolla

Janet Morrison Clarke

Lyman & Diana Delano

Mr. & Mrs. William Ethridge

Nancy Gustad

Daniel Hartigan & Mark Toney

Kennebunk Savings Bank

Carla Rigby Leboy

Edward & Suzanne Little

Dr. Edmund G. Lowrie

Louise S. Mauran

Gordon & Ellie Moran

Philip & Gale Morgan

Morgan Worcester, Inc.

Michael & Elaine Morgillo

Robert Palmer & Holly Sargent

Karen Ida Peterson

Mr. H. Van Buren Richard

John & Sandi Roth

Jon & Bernadine Speers

Charles & Julie Steedman

Stonewall Kitchen

Theodore Bracy

Ms. Jean Scott

Ms. Isabella Breckinridge

Mr. Kevin Breen

Annette & Jim Brennan

David Brinkman & Beth Saidman

Dianne Young Brown

Iain & Linda Bruce

Cindy & Phillip Bufithis

Elaine Burnham

Martha J. Burnham

Mr. & Mrs. Robert Burns

Mr. Steve Burns

James Buttrick

Ms. Jennifer M. Byam

Marjorie M. Cairns

Camp Eaton, Inc.

Anne H. Carnicelli

Thomas & Pamela Carnicelli

Herbert & Tracie Carpenter

Norma Carter

Philip & Lynette Casciotti

Mr. John T. Cashman

Dale & Susan Caswell

Marie Catalano

Bob & Marcia Cathey

Eileen Ceccanti

Joseph & Joni Chagnon

Douglas & Evelyn Chamberlain

Dr. Richard Candee & Robert Chase

Ms. Mary Joe Church

Clark & Howell, LLC

Jeffrey & Cathy Clark

The Clark/Hamel Family

Cliff House

William Colbath

Edward & Elizabeth Cole

Laurie Collins

Christopher & Emily Connors

Marjorie Conrad

Bill & Joyce Cook

Rev. Verlee Copeland

Sandy Corbett

Mr. David Cormier

Gabrielle Cote

Alfred J. Cotton, Jr.

Michel & Bridget Coullon

Betty L. Courtney

David & Bonnie Cousineau

Janet R. Crandlemire

Mr. & Mrs. Harold E. Crawford

Sean & Laura Creagan

Ms. Elizabeth Cromley

Richard & Roberta Cunningham

Joan F. Curtis

D. F. Richard Inc.

Milton & Carol Davis

Robert & Kitty Davis

Foundation Support

Baldwin Foundation

The Harbor Foundation

IBM International Foundation

Patricia & Kenneth Kendall Fund, New Hampshire Charitable Foundation

Florence Lathrop Page Fund, Maine Community Foundation

Old York Historical Society Fund, New Hampshire Charitable Foundation

The Seattle Foundation

Winebaum Fund, New Hampshire Charitable Foundation

2013-2014 ANNUAL REPORT OYHS PAGE 8

ANNUAL GIVING Ryan & Dawn Fernald Fiefield Building Restoration

Bob Luttman & Mary Finlay John & Margot Finley

Mr. & Mrs. James P. Fitzgerald, Jr. Captain & Mrs. Robert E. Flolid

Joseph & Rosanne Foote Betty A. Ford Carol Fowler

Fox’s Lobster House Kevin S. Freeman

Jameson & Priscilla French Mr. Charles C. Frost

Susan Fryling Jean Gale

James & Sally Gambrill Michael & Collleen Geller

Mona Gendron James and Melissa Gerrity

Harriet Gordon Robert Gordon Mrs. Diane Greene

Bob & Jean Griffin Groundroot Preservation Group LLC

Carl & Linda Gurtman Paul & Gloria Gustafson

Peter & Carol Haebler James Hager & William McCullough

Lawrence C. Hager & Lynn S. Friar

Contributors up to $999 cont. Nancy Davison

Mr. David Day Robert & Patricia Dempsey

Jim & Ann Denholm Patricia Fitzgerald & Gregory Dobrich

Dockside Guest Quarters Kevin & Jennifer Dolan

Timothy & Nancy Donahue Mr. & Mrs. Joseph Donnelly, Jr.

Mr. & Mrs. P. Steven Dopp Valerie Doran Rose Downes

Mr. & Mrs. Peter E. Driscoll James Dufresne

Barbara Dugan Lillian Duquette

Cynthia Baldwin Dutton Ms. Pamela A. Edwards

Danal P. Epstein Virginia Eshoo

Maureen Estes David & Christine Evans

Jenay & David Evans The Rev. John Miles Evans Stephanie Green

Susan F. Metcalf & Henry W. Farnum Jean Fuller Farrington

Rosalind Fedeli

Edward & Gail Lanouette

Shapleigh & Garth LaPointe

Richard G. Leigh

John & Fay Leonard

Sheryl Little

Chet Locke

Terry & Sharon Lohmann

Katharine Lord

William A. Lord & Judith M. Perry

Ruth H. Lott

Ben & Sandy Lovell

Bob Lovo

Eric & Carol Lusty

Doreen MacGillis & David Cohen

Ward & Linda MacKenzie

Mrs. Eileen Maerz

Cornelius & Robin Mahoney

Michael & Marion Mariner

Steven M. Maynard

Dr. Edward & Mrs. Joan McAbee

Ron & Judith McAllister

Kenneth & Marion McAuliffe

Mr. & Mrs. Lewis W. McCall Jr.

Brian & Bobbie McGann

Mrs. Richard S. Jackson

Dr. & Mrs. Stephen Jendzejec

Jack & Marlene Johnson

Martha Johnson

Virginia Johnson

Mr. & Mrs. James M. Johnston

Robert W. Johnston

Joan L. Keech

Ms. Betty A. Kehoe

Robert & Penelope Kennedy

Michael Kenslea

Dennis & Susan Kepner

Chinsuk Kim

Jon & Fran Kimball

Adm. & Mrs. George E.R. Kinnear, II

Susan Bird Kittredge

Diane M. Kleist

George & Susan Knaysi

Peter Knight & Gail Britton

Fred & Fran Koerschner

M.J. Kosheff

Karen Kozlowski

Robert Kunzendorf & Elizabeth Ritvo

Richard Labonte

Allan & Sue Lang

Mrs. Frank E. Hancock Herbert & Barbara Hanna

Harry A. Hanson, III & Ann Hollingsworth

Mr. Hap Moore Edward & Peggy Harding

Louis M. Hargan E. Brooke Harlowe Mark & Ellen Harrison

Phil & Peggy Haughey Ms. Cynthia H. Hayes

Dorothy Healy Maureen Healy

Susan Heckaman Mr. John Heinl & Ms. Diane Harvey

Peter V.N. Henderson Stefan & Roslyn A. Hershfield

Barbara Hilty Caroline J. Hollingsworth

Mr. & Mrs Robert Hooper Mr. & Mrs. Calvin Hosmer, III Mr. & Mrs. William D. Howells

Elisabeth N. Hughes Kurt & Kimberly Hultstrom

Peter Humphery & Juliann Bannon Bill & Kay Hurley

Al & Patty Hymanson

Patricia M. Iguchi

OYHS ANNUAL REPORT 2013-2014 PAGE 9

ANNUAL GIVING

Contributors up to $999 cont.

David McKelvey

Susan Day Meffert

Donna S. Mellick

Gary Mercer

Carol & Frederic Merriam

Mrs. David T. Meskill

Julia Mickenberg & Dan Birkholz

Terri Bottiglio & Susan Mitchell

Don & Linda Moore

The Morency-Brassard Family

Randy Morgan & Terry DeKalb

Leon Moulton

Lorraine Moulton

John & Susan Mullens

John & Marcia Murphy

Patrick & Beth Murphy

Robert & Joanne Myers

Sarah R. Newick

Susan Noerdlinger

Clifford O'Connor

Old York Chapter DAR

James & Joanne O'Neil

Captain & Mrs. John B. Orzalli

William & Ala Reid

Mr. Lawrence K. Reilly

Jeffrey & Darcy Rice

Judith H. Robinson

Bertha H. Rocray

Mrs. Muriel Rogers

The Rohrbach Family

Nancy Rohrer

Thomas & Bette Rose

Patricia C. Rossiter

Ms. Judith Saner

Ms. Jean Scott

David & Marie Louise Scudder

Eileen Sewall

Brian & Patricia Shaw

Blane Sillsby & Elizabeth Perkins

John & Peyton Sise

Mary-Leigh C. Smart

Stanton & Betty Smith

Mrs. Jean Somers

Caroline M. Southall

Carol A. Sparling

Dexter & Virginia Spiller

Mr. Clinton Springer

John & Mary A. Osgood

Stephen F. O'Shaughnessy

Dr. Charles A. Ott

Law Office of Lisa E. Roche, PA

Michael V. & Theresa Palumbo

Wallace & Gladys Parsons

Todd & Sarah Patch

David & Connie Patton

Ms. Katherine E. Pedersen

Ms Marianne Pei

Mrs. Charles Penrose, Jr.

Linda Perkins

Judith Perley

Law Off ice of Smilie G. Rogers

Mr. & Mrs. Mark Poirier

Phyllis Dane Prouty

Nancy R. Purchase

Mr. Wendell S. Purrington

Claire H. Quintal

Henri & Marilyn Quintal

Jean Rae

Mr. Eugene C. Rainis

Susan Rakaseder

Scott & Gretchen Ramsay

Stephen Ratigan

Curtis H. Springer

Ginger Littlefield St. Clair

John & Patricia Stanton

Harold & Polly Stanwood

Paul Greenfield & Sandra Steele

Don Stein & Lane Williamson

Paul & Adrienne Stella

Scott & Nancy Stevens

Lewis & Joyce Stowe

Sharon T. Sullivan & James B. Gravitt

Sally Sulloway

Frederick & Alalia Thaler

Lynne Tocci

Glenn & Eleanor Todd

Mr. & Mrs. Henry Weeks Trimble III

Susan B. Trowbridge

Lawrence Tucker

The Tullai/Moores Family

Kathleen Turner

Douglas & Carol Tuttle

Mrs. James Upton

John E. Viele

Barry & Kim Waddell

Mr. Robert Waldman

Pamela A. Wallis

Alexander & Sally Warrick

Amanda & Malchus Watlington

Jack & Bobbie Watson

Daniel Webber

Jane Webber

Faith Webster

Jeanne M. Wells

Michael & Donna Whitman

Dr. William F. & Amey P. Wieting

Joe & Nancy Wilson

Frank & Barbara Witham

Bob & Debbie Withington

Roger & Elaine Wood

Chris & Judith Woodbury

Jack Yeager

Stephen & Audrey Yeaton

York Village Business Association

Bernard Young

Beverly Young

Judith M. Young

Mr. & Mrs. Robert Zakian

Martin & Monique Zombeck

2013-2014 ANNUAL REPORT OYHS PAGE 10

ANNUAL GIVING

Additions to the Collection Emerson Baker

Gregory Baker

Georgia Bennett

Janet Blyberg & Joel Lefever

Sandra J. Brown

Peter Clayton

Caro F. Curtis

Carol & Joseph Donnelly

William Early

Carey F. & Peter B. Ellis

Bonnie Gattwick

Pamela Jackson

Mildred Kemper Art Museum

Tim LaPointe

David MacNab

Hap Moore Antiques-Auctions

Peter Moore

David Moulton

Ronald Nowell

Sarah Newick

Seacoast Media

Julie & Charles Steedman

Doug Tuttle

York High School

Cynthia Young-Gomes

Linda L. Zacharias

Gifts in Kind

Bagel Basket

The Black Birch

Cape House Catering

Easterly Wine

Fat Tomato

Chef Pierre Gignac

Jensen Baird Gardner & Henry

The Kitchen Chicks

Liberty Mutual

Robert’s Maine Grill

St. Joe’s Coffee

Standard Baking Company

Urban Farm Fermentory

York 54

York Harbor Inn

Gifts in Memory

Edward Leboy

Mr. & Mrs. Raymond L. Blackstone

Deborah Cagle

Carla Rigby Leboy

Virginia & Max Scheller

Winnifred Caswell

Ellen & Robert Scarponi

YORK OFFICE 207 YORK STREET P.O. BOX 312 YORK, ME 03909 207 363-4974

MUSEUM RECEPTION 3 LINDSAY ROAD YORK, ME 03909 207 363-1756

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