there have been numerous articles reflecting on the ... · 2013 annual report continued marblehead...

PRESIDENT’S LETTER

There have been numerous articles reflecting on the difficulties thatsmall museums are facing across the country. Financial issues seemto head the list of issues with membership retention, fundraising,programming and overall relevance listed as major issues. TheMarblehead Museum has been witness to some of these same issuesover the past several years but has been making a major effort tobetter recognize its many core strengths, the historic richness of itscommunity, and the internal strength of the organization itself.Over the past year the museum has worked through first a 2013Strategic Plan and, currently, a 2014 Business Goals and Objectives,the goal of the re-vitalization and re-direction of the museum. Our efforts confirm that the Town of Marblehead and the museumoffer untapped opportunities which, if orchestrated with imagina-tion and energy, can vastly increase the museum’s ability to offer agreater variety of informative, relevant and interesting events.Today, the museum embraces the Town with its cherished history(individuals, landmarks, houses) as an extension of the museumitself. Marblehead is our museum and we hope to Preserve, Protectand Promote its history along with that of the museum’s.Our planning process also focused a great deal of time and effort onour own capabilities and strengths with the early recognition thatthe Museum is far more than the Jeremiah Lee Mansion. Besides themansion the museum has three other assets that deserve far greaterrecognition and programming initiatives.

The Civil War G.A.R is a marvelous example of what themuseum has to offerits members and thetown. Thanks to atown-led effort toinstall an elevatorwithin the Old TownHouse walls, themuseum proceeded tofund a

major renovation of the G.A.R’souter room with stunning success.What a difference a day makes as

the number of individuals participat-ing in the various opening events far exceeded the

number of G.A.R visitors over the past five, maybe ten years. Thecombination of Marblehead’s patriotic participation in the CivilWar, and afterward to the Grand Army of the Republic, is power-ful recognition of Marblehead’s commitment to its country and toits returning veterans.

Robert ShapiroDavid ShayebE.G. & Margaret SmithCharles & Gayle StaceyWayne & Diane StemmerPhilip TropeanoRik & Elise TuveIrwin & Elizabeth Warren

MMHS FRIEND (100+)Joel & Mary AbramsonJohn & Lynn AmbroseJohn AmorosoJohn & Nancy ArataSusan BarnardDelana BarnardAndrew & Jennifer BorggaardKennth & Marily BowdenJeffry & Harriett BrandRichard BridgeoJoseph & Catherine BrophyNeil BurkeDavid & Barbara CampbellHarriett CanavanPeter & Pam CassidyAndrew & Trista ChristensenClub of Small GardensRichard & Dodie ColeWilliam ConlyDavid & Stephanie ConnollyGloria CoolidgeShawn & Connie CooneyJames CoppolaStephen DaneSamuel & Anne DavisDennis & Patricia DeConciniHenry & Claire DembowskiGeorge & Christine DhionisAmy DittrichEastern Yacht ClubBecky EllisJohn & Betty FitzgeraldCharles FlatherJohn & Lila FosterGardens of Marblehead NeckCharles & Susan GessnerGretchen GfellerFred GoddardPeter & Susan GrayChristopher GurshinRita HavensBarbara HealeyThomas & Jill HoffmanJoan HooperWalter & Maureen HoranLeonard & Elizabeth HorowitzKatherine HoweKenneth & Sally HudsonThomas & Melinda HuffMarcia HunkinsWalter & Gina JacobJoan JohnsonChris & Joanne JohnstonMax & D.L. KaulbachJames & Nancy KellyPaul & Lori KnightCharles & Jean Lee, Jr.Larry & Joan LeonardKarin McCarthyMike & Donna MeehanMichelle Fontaine & Ed MeehanBert & Elizabeth MichaudRon & Lyn MyrickCourtney & Donna Neff

JOJ FROST SOCIETY ($5,000+)Dick & Jean CarlsonPeter & Mimi Hart

PRESIDENT’S CIRCLE ($1,000 +)Peter & Marie ButlerDick & Lois CaseBeverly Simpson & Edward ColbertPeter & Dale CoxeJ. & Suzanne CrandallLarry Rosenfeld & Amy DrinkerT.J. & Sheila Fitzgerald*Don & Mimi Gardner*Standley Goodwin*Gene & Judy JacobiAlyssa Lebel & Edward KayeGary & Karyn LangMarble Harbor Investment CounselMarblehead Garden ClubNational Grand BankBob & Penny Paquette*Charles PingreeGene & Abigail RecordBenjamin & Wendy RowlandRick & Suzie SettelmeyerMike & Bonnie Sherman

MARTHA LEE SPONSOR ($500+)Anonymous (1)Diane BarbourThomas & Letitia BeauregardJohn & Carole BenningNed & Ann BullisPeter & Suzanne ConwayConstance DeschenesJean FallonRichard & Nancy FarrellWalter Haug*Tim & Jane Hunt*James & Mildred KrebsGary & Carole Kupsoff*Ann LanganPeter & Carolyn Lynch*Barry & Patty PedersonBucky & Maggi SidesShea SmithMike & Sharon Thibodeau

1768 SUPPORTER ($250+)Anonymous (1)Jack & Jill AttridgeMichael & Diane ChristianJulia ChristoDorothy CreamerPaul & Liane DavisDana & Connie DenaultThomas & Judith DespresAlan & Lyn FreemanBernie & Joan GoloboyJim & Helaine Hazlett*Bob & Patricia HealeyPamela Milligan & Richard HenigePolly HillAnthony & Barbara Klein*David & Marge LeslieLynn LindseyGeoffrey & Fiona LubbockBarbara MooreSpencer & Libby MooreBethe and Priscilla MoultonJohn & Maeve RiceGeorge & Gail RobertsRobert RothbardWebb Russell & Sharon Pingree Russell

2 0 1 3 d o n o r s

Suzanne NiemeyerDonald & Davita NowlandChristine NuccioGeorge & Ellen PageZeke & Barbara PeachDerwyn & Janice PhillipsThomas RiceRalph & Frannie RobertoFrederick RobinsonJaime & Marta RodriquezDavid & Karen RosenbergAllen & Diane RyanMichael & Peggy SchrageAnne SeaverTim & Jan SmithRobert SpaherGary & Betsy SpiessMary StewartJohn StuckeRalph & Christina SweetlandAlbert TotoTed & Kathy TruscottAdrian Van DorpeRichard & Ginnie von RuedenNancy & Richard WalkerDavid WebbNila WebsterBarry & Lee WeedLouis Wiley, Jr.Stephen & Arlene WillardCarolyn WinderJean WoodwardValerie WyckoffWendy ZimmerDavid Zoia

MATCHING GIFTS and SPONSORSG.E. FoundationGrantham, Mayo, Van Otterloo & Co,LLCITW FoundationMorgan StandleyState Street FoundationJ.P. Morgan Chase FoundationMarble Harbor Investment Counsel

LEE MANSION CONSERVATIONGRANTSGeneral Society of Colonial WarsSociety of Colonial Wars in theCommonwealth of Massachusetts

ARCHED WINDOW CONSERVATION FUNDAnne and Ned BullisMarie and Peter ButlerDorothy CreamerWalter Jacobs Harbor Light Inn

OTHER CONTRIBUTORSRaymond AbbottPaul & Christine AndrewsElizabeth AyerJames AyerMarily BalmerJulia BantlyCeylon BarclayRaymond & Muriel BatesPaul BeatriceBarbara BennettPati BingenheimerRick & Lynne Breed, IIIFrederick & Elise Brink

Michael & Joan BullockJohn & Elaine BurkeMary Lane CairnsJames & Heather CaplanKevin & Mary CaseyJohn & Jane CaslerRoland ChaseHarry & Marsha ChristensenScott & Sarah ClarkNancy CoffinIrwin & Patty CohenPhil CookeHooper CutlerBill & Judy CuznerHelen DelegianisMary DevineLarry & Lana DobkinHelen DnahueMary Krull & Tom EganStouffer & Carrie EganAllen EisensteinPeter & Nonie FallonAnn FothergillJacqueline FranklinSusan Stockton & William GarvinDwight & Beth GraderRussell & Sally GrayRichard GreenBruce GreenwalsMichael HoganDavid HooksHarold HorsingtonPhoebe HoytJane HuerasMary HuffPatricia Kato & William HuffDonald & Louise HuntJeanie Stahl & John JacobsenGeorge & Lee JacobyJennifer Casey & Gerard

Johnston-CraigMyles & Marie KeroackPatricia KirbyKrista KoenigMary Ellen Hart & William KraftPolly Whitmore & Thomas KruegerSusan LivingstonMichael & Gail LongJacqueline LynchJohn McKayRobert & Elain MillerPhyllis Ellsworth & Richard MilerEdwin & Susan Morris, IIIPriscilla MorsePerry & Ginny MortonElizabeth MurrayAnn PevearTom & Janice RandBarbara RileyJames RodgerDiane SaltzbergBarbara SaracenoDiana SchwalbeJudith ScottVicki Staveacre & Rhod SharpSarah SheldonGary & Dorothy SidenLyman & Barbara SmithWayne & Susan StelkBenneville StroheckerJoan ThayerRodrigue ThibodeauCharlie & Nancy ThorneDonald & Polly Tritschler

David & Aileen TubridyDincer & Priscilla UlutasStow & Susan WalkerW.A. WeaverClark & Sheila WilmottSandy WilsonDonald & Jeanette Yeaple

CIVIL WAR & G.A.R. RENOVATIONPROJECT SPONSORSMarblehead Historical Commission

through the Elizabeth L. and Harold B. Shattuck Fund

Old Marblehead Improvement AssociationNational Grand BankStandley GoodwinJudy and Gene JacobiSuzie and Rick SettelmeyerElaine and John BurkeNila WebsterWalter JacobsHarbor Light Inn

COMMUNITY ORGANIZATIONSAbbot Public LibraryCAPTS Calling All Patriots Troop SupportCohen Hillel AcademyEssex National Heritage CommissionTrails and Sails weekends

Glovers Regiment Hospice of the North Shore League of Women VotersMarblehead Arts AssociationMarblehead Cable Access TVJoan Goloboy, Jon Caswell, Pam Evans

Marblehead Chamber of Commerce Marblehead Cub and Boy ScoutsMarblehead Board of SelectmenMarblehead Family FundIce Cream SocialPumpkin IlluminationGingerbread Festival

Marblehead Forever CommitteeMarblehead Garden Club Marblehead Historical CommissionMarblehead Little TheaterMarblehead Public SchoolsMarblehead ReporterFraffie Welsh, Kris Olsen, Charlene Peters

3rd grades at Bell Coffin and Glover schools

Marblehead Veterans Middle School,8th Grade

Marblehead High School, history classes

New England Museum Association North American Reciprocal MuseumsNorth Shore Vocational and Technical School

Old Burial Hill Oversight CommitteeOld Marblehead Improvement Association

Peabody Essex MuseumRotary of Marblehead HarborSalem State UniversityHistory DepartmentArt History DepartmentEducation Department

Salem TheaterThe Society of Colonial Wars

BUSINESSESGene Arnould, Arnould Gallery

Paulette Brophy, Flower HouseHaleys Liquors Peter Brown, Beacon Hill LiquorJon Porath, Porath Computer Services Shubies Marketplace Osborne Organics Williams Roofing Carpenter Costin Tree ServiceAnna L. Geraghty, Design & Print Management

Frederick GoddardDavid Hostetter, Racer CorpRalph Khouri, Khouri’s Oriental RugsNancy Mantilla, Flores MantillaTimothy Smith Associates

VOLUNTEERSLynne AmbroseGene ArnouldRick AshleyJack AttridgeDiane BarbourDelena BarnardLaurie BoggisJoan Bowen *Joe Brophy Paulette BrophyBeverly Buckman Marie Butler * Tom Call *Scott Campbell*Harriet Canavan *Richard CarlsonAlex CaseDick Case*Meghan CashelPam CassidyHarry Christiansen*Julia Christo Nancy ClemsonJoe Coletti*John Crowley*Tim Crowley*Kittie CuttingSeamus DalyHether DanforthPaul DavisMarilyn Day *Connie Deschenes * Dana Denault*Alice Doherty *Don DoliberBarbara DowdKim DowningAmy DrinkerPhyllis Ellsworth *Jean Fallon T.J. Fitzgerald*Ann FlynnJane Frey Priscilla FullertonDeborah GatesElizabeth GillFred GoddardJoan GoloboyStandley Goodwin*Ellen Gordon *David Gorfinkle *Sally Gray Glover’s RegimentJoan Gross Maria GuiderLaurie HarkClara Hastings *

2 0 1 3 a n n u a l r e p o r t

continued

MARBLEHEAD

M U S E U M. . . . .

MUSEUM /EXHIBITS /J.O.J.FROST GALLERY JEREMIAH LEE MANSION CIVILWAR & G.A.R. MUSEUM. .170 WASHINGTON STREET MARBLEHEAD, MASSACHUSETTS 01945 781-631-1768 M A R B L E H E A D M U S E U M . O R G

Walter HaugHelaine Hazlett *Jim Hazlett*Lis Horowitz *David HostetterBette HuntTimothy Hunt Marcia Hunkins *Herb Heggie *Judy and Gene JacobiSylvia Johnson *D.L. KaulbachSherman Kramer Sheila KrokorianSondra Kupersmith *Karyn LangAnn Langan*Abby LaVoieJoan LeonardAudrey LynchJoan McDuff Bruce Mac InnisSusan McMullinCharles Mammen*Megan MianoMike MeehanGerry MichaudLiz Michaud *Mimi Michaud *Libby MooreLynn Myrick *Fay Norred *Mary O’Brien *Chip OsborneKimberly Padgett *Ellen PageAlthea PaigeRobert PaquetteSandi PeasleeMarilyn PevearJay PingreeSharon Pingree-RussellJay PingetonJudy RawdingPaul RedmondEleanor Reynolds Maeve RiceSally RileyBecky Robinson Janice Rideout*Lee Rosenvold *Rick SettelmeyerSally SandsLarry SandsCorinne Schecter *Gene Schecter *Alice Sheppard David Shayeb *Dan Shoreman *Jan SmithTim SmithSusan Tetreault ArcuniSharon ThibodeauMike ThibodeauMonica TuckerLindsay TurcotteMarianne UttamErin Van OtterlooGinny von RuedenNancy Walker *Holly Wilsey-Walker *

*Lee Mansion and Civil War & G.A.R. Museum Guides

The newly restored Civil War & G.A.R.Museum, in the Old Town House, opened to the public on Christmas Walk weekend.

annualreport

RIGHT: The Lee Mansiongardens are a lovely set-ting for a garden party.

This year's event featuredSea Shanties sung by

Marblehead fishermanand musician Steve

Willard and friends.

STAFF

Pam Peterson, Museum DirectorKaren MacInnis, Museum CuratorSandy Greenlaw, AdministrationJacqueline Hibbard, FinanceAshley Woodfin, Publicity & Social MediaBetsy Hoffman Hundahl, Website and EducationCinny Rockett, Housekeeping & Events

BOARD OF DIRECTORS

Frederick H. Settelmeyer, PresidentJack Attridge, 1st Vice PresidentKaryn Lang, 2nd Vice PresidentSharon Thibodeau, SecretaryMichael Meehan, Treasurer Jean Fallon, RegistrarLisa AndersonRick AshleyDiane BarbourRichard CarlsonAndrew ChristensenJoseph DeverDonald DoliberKim DowningAmy DrinkerStandley GoodwinHelaine HazlettHeidi HerlihyCarole KupsoffPaul McLaughlinLibby MooreSharon Pingree-RussellPatty PedersonEugene RecordMaeve Rice

ENDOWMENT COMMITTEE

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

HONORARY DIRECTORS

Lynne AmbrosePeter CoxeDorothy CreamerDana DenaultPeter HartBette HuntMichael RubinoRichard Tuve

TREASURER'S REPORT

2013 was a year with many challenges, as well as many success-es. The museum’s programming and events continue to be wellreceived, and quality of what the Museum represents is wellestablished. Focus is on promoting and presenting theMarblehead Museum’s three properties, the Lee Mansion, theJ.O.J. Frost Gallery and the Civil War & G.A.R. Museum in thebest possible way for the museum to move forward. TheMarblehead Museum and staff are pledged to an investment inthe museum’s future.

The use of endowment will be curtailed in 2014, and anaggressive increase in fundraising is planned. We continue to relyon our members and friends for support through membership,donations and attendance at our programs and events.

The museum’s mission and dedication to education contin-ues. It was the driving force behind the major project of 2013,the improvement and reopening of the Civil War & G.A.R.Museum in the Old Town House. The major project for 2014will be the renovation and reinterpretation of the J.O.J. FrostGallery. By improving the Frost Gallery, the Museum will haveraised the level of appreciation for all three properties, bringingthese Marblehead treasures to the new level that they deserve.

The Marblehead Museum has served the town’s school chil-dren, without any charge to students or schools, for over 50years. This commitment continues, as the museum seeks fundsfrom grants, foundations and individuals to accomplish the goalof making the Frost Gallery a resource for schools, local resi-dents and visitors to Marblehead.

The lectures series sponsored by Marble Harbor InvestmentCounsel were both well delivered and well attended. Marbleheadis indeed fortunate to have both a rich history and an array ofexcellent historians and speakers. Positive feedback was receivedfrom members especially at such social events as the gardenparty, the re-opening ceremony of the Civil War G.A.R and at the“Friends of the Museum” party in October. The highly success-ful renovation of the Civil War & G.A.R Museum was celebrat-ed at the December 2013 re-opening ceremony, which wasattended by an “army” of well wishers and history buffs. TheG.A.R descendents party was a heartwarming success as numer-ous Marblehead families braved horrible weather to honor andcelebrate their long lived history of patriotism and sacrifice.

The museum will to continue in its efforts to expand its pro-gramming while simultaneously pursuing all opportunities toincrease the museum’s revenues. The museum appreciates it loyalmembers and will make 2014 a successful year.

Michael Meehan, Treasurer (November 2013)

2 0 1 3 f i n a n c i a l r e p o r t

STATEMENT OF FINANCIAL POSITIONDecember 31, 2013

ASSETSCurrent Assets

Cash $ 6,578Investments 1,163,409Mansion Preservation* 357,242Total Current Assets 1,527,229Property and Equipment, Net 359147

Total Assets $ 1,886,377

LIABILITIES $ 246

NET ASSETSUnrestricted $ 1,886,131Total Net Assets $ 1,886,131

Total Liabilities and Net Assets $ 1,886,377

REVENUES & EXPENDITURES Year ended December 31, 2013

REVENUE AND SUPPORTDonations and DuesAnnual Appeal $ 53,352Membership Dues 25,875Other Donations 24,191

Museum ActivitiesAdmissions 4,444Events 17,457Exhibits and Programs 11,723

Other RevenueMiscellaneous 11,374Endowment Income Remittal 133,004

Total Revenue and Support 281,420

EXPENSESPersonnel 143,219Museum Activities 42,561Development 8,544Facilities 36,134Insurance & Professional Fees 37,743General and Administrative 13,219

Total Expenses 281,420

Cash flow activity does not include investment activity ordepreciation.

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

We are also committed to a major renovation of the JOJ FrostGalleries. Speaking of hidden gems, the JOJ collection is a trulyunique Marblehead art collection worthy of our attentionand promotion. For art lovers of all ages, JOJ should be amust see and an important reason to visit Marblehead and themuseum. There will be a major focus on new JOJ related lectures, events and maybe even a party or two.

Last but not least we recognize that we have been takingour wonderful period gardens at the Jeremiah Lee Mansion forgranted. The gardens, thanks to the Marblehead Garden Club,have received tender loving care and have been sustained just asMartha would have done back in the 1700s. What a natural forlandscapers and gardeners to participate in themed discussionsand events. Such a lovely setting might also witness a concert ortwo which seems like a perfect way to pay our respects to bothMartha and Jeremiah Lee for being such good neighbors so manyyears ago.

The Marblehead Museum is challenged by the need to expandits membership base, its fundraising activities, and its program-ming initiatives. But we are not standing still. We conducted a sur-vey in late 2013 which received solid participation and both con-firmed and supported the need for more progressive planninggoing forward. We are making every effort to revitalize the muse-um’s mission, attract new members, offer a real reason to invest inour future, and, bottom line, become recognized town-wide forbeing special and important.

We need your participation and support and thank those whohave been loyal and generous friends. We are excited about our2014 plans!

Frederick H. Settelmeyer,President

ABOVE: Spring and Fall Lecture Series in

the Frost Gallery,sponsored by Marble

Harbor InvestmentCounsel, and RIGHT:Bette Hunt Walking

Tours, are very popu-lar, and frequently sell

out. They providegreat information,

entertainment and dis-counted prices for

Museum members.