2 0 1 3 d o n o r s MARBLEHEAD 2 0 1 3 a n n u a l r e p o r t JOJ FROST SOCIETY ($5,000+) Robert Shapiro Suzanne Niemeyer Michael & Joan Bullock David & Aileen Tubridy Paulette Brophy, Flower House Walter Haug PRESIDENT’S LETTER Dick & Jean Carlson David Shayeb Donald & Davita Nowland John & Elaine Burke Dincer & Priscilla Ulutas Haleys Liquors Helaine Hazlett * Peter & Mimi Hart E.G. & Margaret Smith Christine Nuccio Mary Lane Cairns Stow & Susan Walker Peter Brown, Beacon Hill Liquor Jim Hazlett* Charles & Gayle Stacey George & Ellen Page James & Heather Caplan W.A. Weaver Jon Porath, Porath Computer Services Lis Horowitz * There have been numerous articles reflecting on the difficulties that PRESIDENT’S CIRCLE ($1,000 +) Wayne & Diane Stemmer Zeke & Barbara Peach Kevin & Mary Casey Clark & Sheila Wilmott Shubies Marketplace David Hostetter . . .. . Peter & Marie Butler Philip Tropeano Derwyn & Janice Phillips John & Jane Casler Sandy Wilson Osborne Organics Bette Hunt MUSE UM small museums are facing across the country. Financial issues seem Dick & Lois Case Rik & Elise Tuve Thomas Rice Roland Chase Donald & Jeanette Yeaple Williams Roofing Timothy Hunt to head the list of issues with membership retention, fundraising, Beverly Simpson & Edward Colbert Irwin & Elizabeth Warren Ralph & Frannie Roberto Harry & Marsha Christensen Carpenter Costin Tree Service Marcia Hunkins * Peter & Dale Coxe Frederick Robinson Scott & Sarah Clark CIVIL WAR & G.A.R. RENOVATION Anna L. Geraghty, Design & Print Herb Heggie * programming and overall relevance listed as major issues. The J. & Suzanne Crandall MMHS FRIEND (100+) Jaime & Marta Rodriquez Nancy Coffin PROJECT SPONSORS Management Judy and Gene Jacobi Marblehead Museum has been witness to some of these same issues Larry Rosenfeld & Amy Drinker Joel & Mary Abramson David & Karen Rosenberg Irwin & Patty Cohen Marblehead Historical Commission Frederick Goddard Sylvia Johnson *

T.J. & Sheila Fitzgerald* John & Lynn Ambrose Allen & Diane Ryan Phil Cooke through the Elizabeth L. and Harold B. David Hostetter, Racer Corp D.L. Kaulbach t over the past several years but has been making a major effort to Don & Mimi Gardner* John Amoroso Michael & Peggy Schrage Hooper Cutler Shattuck Fund Ralph Khouri, Khouri’s Oriental Rugs Sherman Kramer better recognize its many core strengths, the historic richness of its Standley Goodwin* John & Nancy Arata Anne Seaver Bill & Judy Cuzner Old Marblehead Improvement Association Nancy Mantilla, Flores Mantilla Sheila Krokorian Gene & Judy Jacobi Susan Barnard Tim & Jan Smith Helen Delegianis National Grand Bank Timothy Smith Associates Sondra Kupersmith * community, and the internal strength of the organization itself. Alyssa Lebel & Edward Kaye Delana Barnard Robert Spaher Mary Devine Standley Goodwin Karyn Lang Over the past year the museum has worked through first a 2013 Gary & Karyn Lang Andrew & Jennifer Borggaard Gary & Betsy Spiess Larry & Lana Dobkin Judy and Gene Jacobi VOLUNTEERS Ann Langan*

Marble Harbor Investment Counsel Kennth & Marily Bowden Mary Stewart Helen Dnahue Suzie and Rick Settelmeyer Lynne Ambrose Abby LaVoie r Strategic Plan and, currently, a 2014 Business Goals and Objectives, Marblehead Garden Club Jeffry & Harriett Brand John Stucke Mary Krull & Tom Egan Elaine and John Burke Gene Arnould Joan Leonard the goal of the re-vitalization and re-direction of the museum. National Grand Bank Richard Bridgeo Ralph & Christina Sweetland Stouffer & Carrie Egan Nila Webster Rick Ashley Audrey Lynch Our efforts confirm that the Town of Marblehead and the museum Bob & Penny Paquette* Joseph & Catherine Brophy Albert Toto Allen Eisenstein Walter Jacobs Jack Attridge Joan McDuff Charles Pingree Neil Burke Ted & Kathy Truscott Peter & Nonie Fallon Harbor Light Inn Diane Barbour Bruce Mac Innis offer untapped opportunities which, if orchestrated with imagina - Gene & Abigail Record David & Barbara Campbell Adrian Van Dorpe Ann Fothergill Delena Barnard Susan McMullin tion and energy, can vastly increase the museum’s ability to offer a Benjamin & Wendy Rowland Harriett Canavan Richard & Ginnie von Rueden Jacqueline Franklin COMMUNITY ORGANIZATIONS Laurie Boggis Charles Mammen* o Rick & Suzie Settelmeyer Peter & Pam Cassidy Nancy & Richard Walker Susan Stockton & William Garvin Abbot Public Library Joan Bowen * Megan Miano greater variety of informative, relevant and interesting events. Mike & Bonnie Sherman Andrew & Trista Christensen David Webb Dwight & Beth Grader CAPTS Calling All Patriots Troop Support Joe Brophy Mike Meehan Today, the museum embraces the Town with its cherished history Club of Small Gardens Nila Webster Russell & Sally Gray Cohen Hillel Academy Paulette Brophy Gerry Michaud MARTHA LEE SPONSOR ($500+) Richard & Dodie Cole Barry & Lee Weed Richard Green Essex National Heritage Commission Beverly Buckman Liz Michaud * (individuals, landmarks, houses) as an extension of the museum

Anonymous (1) William Conly Louis Wiley, Jr. Bruce Greenwals Trails and Sails weekends Marie Butler * Mimi Michaud * p itself. Marblehead is our museum and we hope to Preserve, Protect Diane Barbour David & Stephanie Connolly Stephen & Arlene Willard Michael Hogan Glovers Regiment Tom Call * Libby Moore Thomas & Letitia Beauregard Gloria Coolidge Carolyn Winder David Hooks Hospice of the North Shore Scott Campbell* Lynn Myrick * and Promote its history along with that of the museum’s. John & Carole Benning Shawn & Connie Cooney Jean Woodward Harold Horsington League of Women Voters Harriet Canavan * Fay Norred * Our planning process also focused a great deal of time and effort on Ned & Ann Bullis James Coppola Valerie Wyckoff Phoebe Hoyt Marblehead Arts Association Richard Carlson Mary O’Brien * Peter & Suzanne Conway Stephen Dane Wendy Zimmer Jane Hueras Marblehead Cable Access TV Alex Case Chip Osborne our own capabilities and strengths with the early recognition that Constance Deschenes Samuel & Anne Davis David Zoia Mary Huff Joan Goloboy, Jon Caswell, Pam Evans Dick Case* Kimberly Padgett * e the Museum is far more than the Jeremiah Lee Mansion. Besides the Jean Fallon Dennis & Patricia DeConcini Patricia Kato & William Huff Marblehead Chamber of Commerce Meghan Cashel Ellen Page Richard & Nancy Farrell Henry & Claire Dembowski MATCHING GIFTS and SPONSORS Donald & Louise Hunt Marblehead Cub and Boy Scouts Pam Cassidy Althea Paige mansion the museum has three other assets that deserve far greater Walter Haug* George & Christine Dhionis G.E. Foundation Jeanie Stahl & John Jacobsen Marblehead Board of Selectmen Harry Christiansen* Robert Paquette recognition and programming initiatives. Tim & Jane Hunt* Amy Dittrich Grantham, Mayo, Van Otterloo & Co, George & Lee Jacoby Marblehead Family Fund Julia Christo Sandi Peaslee James & Mildred Krebs Eastern Yacht Club LLC Jennifer Casey & Gerard Ice Cream Social Nancy Clemson Marilyn Pevear The Civil War G.A.R is a marvelous example of what the r Gary & Carole Kupsoff* Becky Ellis ITW Foundation Johnston-Craig Pumpkin Illumination Joe Coletti* Jay Pingree museum has to offer Ann Langan John & Betty Fitzgerald Morgan Standley Myles & Marie Keroack Gingerbread Festival John Crowley* Sharon Pingree-Russell its members and the Peter & Carolyn Lynch* Charles Flather State Street Foundation Patricia Kirby Marblehead Forever Committee Tim Crowley* Jay Pingeton Barry & Patty Pederson John & Lila Foster J.P. Morgan Chase Foundation Krista Koenig Marblehead Garden Club Kittie Cutting Judy Rawding town. Thanks to a Bucky & Maggi Sides Gardens of Marblehead Neck Marble Harbor Investment Counsel Mary Ellen Hart & William Kraft Marblehead Historical Commission Seamus Daly Paul Redmond town-led effort to

Shea Smith Charles & Susan Gessner Polly Whitmore & Thomas Krueger Marblehead Little Theater Hether Danforth Eleanor Reynolds l Mike & Sharon Thibodeau Gretchen Gfeller LEE MANSION CONSERVATION Susan Livingston Marblehead Public Schools Paul Davis Maeve Rice install an ele vator Fred Goddard GRANTS Michael & Gail Long Marblehead Reporter Marilyn Day * Sally Riley within the Old Town 1768 SUPPORTER ($250+) Peter & Susan Gray General Society of Colonial Wars Jacqueline Lynch Fraffie Welsh, Kris Olsen, Connie Deschenes * Becky Robinson Anonymous (1) Christopher Gurshin Society of Colonial Wars in the John McKay Charlene Peters Dana Denault* Janice Rideout* House walls, the Jack & Jill Attridge Rita Havens Commonwealth of Massachusetts Robert & Elain Miller 3rd grades at Bell Coffin and Alice Doherty * Lee Rosenvold * a museum proceeded to Michael & Diane Christian Barbara Healey Phyllis Ellsworth & Richard Miler Glover schools Don Doliber Rick Settelmeyer Julia Christo Thomas & Jill Hoffman ARCHED WINDOW Edwin & Susan Morris, III Marblehead Veterans Middle School, Barbara Dowd Sally Sands fund a Dorothy Creamer Joan Hooper CONSERVATION FUND Priscilla Morse 8th Grade Kim Downing Larry Sands Paul & Liane Davis Walter & Maureen Horan Anne and Ned Bullis Perry & Ginny Morton Marblehead High School, history Amy Drinker Corinne Schecter * Dana & Connie Denault Leonard & Elizabeth Horowitz Marie and Peter Butler Elizabeth Murray classes Phyllis Ellsworth * Gene Schecter *

Thomas & Judith Despres Katherine Howe Dorothy Creamer Ann Pevear New England Museum Association Jean Fallon Alice Sheppard u The newly restored Civil War & G.A.R. Alan & Lyn Freeman Kenneth & Sally Hudson Walter Jacobs Tom & Janice Rand North American Reciprocal Museums T.J. Fitzgerald* David Shayeb * Museum, in the Old Town House, opened to Bernie & Joan Goloboy Thomas & Melinda Huff Harbor Light Inn Barbara Riley North Shore Vocational and Ann Flynn Dan Shoreman * Jim & Helaine Hazlett* Marcia Hunkins James Rodger Technical School Jane Frey Jan Smith the public on Christmas Walk weekend. Bob & Patricia Healey Walter & Gina Jacob OTHER CONTRIBUTORS Diane Saltzberg Old Burial Hill Oversight Committee Priscilla Fullerton Tim Smith Pamela Milligan & Richard Henige Joan Johnson Raymond Abbott Barbara Saraceno Old Marblehead Improvement Deborah Gates Susan Tetreault Arcuni major renovation of the G.A.R’s Polly Hill Chris & Joanne Johnston Paul & Christine Andrews Diana Schwalbe Association Elizabeth Gill Sharon Thibodeau n outer room with stunning success. Anthony & Barbara Klein* Max & D.L. Kaulbach Elizabeth Ayer Judith Scott Peabody Essex Museum Fred Goddard Mike Thibodeau What a difference a day makes as David & Marge Leslie James & Nancy Kelly James Ayer Vicki Staveacre & Rhod Sharp Rotary of Marblehead Harbor Joan Goloboy Monica Tucker Lynn Lindsey Paul & Lori Knight Marily Balmer Sarah Sheldon Salem State University Standley Goodwin* Lindsay Turcotte the number of individuals participat - Geoffrey & Fiona Lubbock Charles & Jean Lee, Jr. Julia Bantly Gary & Dorothy Siden History Department Ellen Gordon * Marianne Uttam ing in the various opening events far exceeded the Barbara Moore Larry & Joan Leonard Ceylon Barclay Lyman & Barbara Smith Art History Department David Gorfinkle * Erin Van Otterloo Spencer & Libby Moore Karin McCarthy Raymond & Muriel Bates Wayne & Susan Stelk Education Department Sally Gray Ginny von Rueden number of G.A.R visitors over the past five, maybe ten years. The Bethe and Priscilla Moulton Mike & Donna Meehan Paul Beatrice Benneville Strohecker Salem Theater Glover’s Regiment Nancy Walker * n combination of Marblehead’s patriotic participation in the Civil John & Maeve Rice Michelle Fontaine & Ed Meehan Barbara Bennett Joan Thayer The Society of Colonial Wars Joan Gross Holly Wilsey-Walker * George & Gail Roberts Bert & Elizabeth Michaud Pati Bingenheimer Rodrigue Thibodeau Maria Guider War, and afterward to the Grand Army of the Republic, is power - Robert Rothbard Ron & Lyn Myrick Rick & Lynne Breed, III Charlie & Nancy Thorne BUSINESSES Laurie Hark *Lee Mansion and Civil War & ful recognition of Marblehead’s commitment to its country and to Webb Russell & Sharon Pingree Russell Courtney & Donna Neff Frederick & Elise Brink Donald & Polly Tritschler Gene Arnould, Arnould Gallery Clara Hastings * G.A.R. Museum Guides a its returning veterans. continued

MARBLEHEADMUSEUM . ORG 170 W ASHINGTON STREET MARBLEHEAD , M ASSACHUSETTS 01945 781-631-1768 MUSEU M /EXHIBIT S /J.O. J. F ROST GALLERY . JEREMIAH LEE MANSION . CIVIL WAR & G. A.R. MUSEUM 2 0 1 3 f i n a n c i a l r e p o r t

S TAFF We are also committed to a major renovation of the JOJ Frost TREASURER'S REPORT REVENUES & EXPENDITURES Pam Peterson, Museum Director Galleries. Speaking of hidden gems, the JOJ collection is a Year ended December 31, 2013 Karen MacInnis, Museum truly unique Marblehead art collection worthy of our atten - 2013 was a year with many challenges, as well as many success - Curator REVENUE AND SUPPORT Sandy Greenlaw, Administration tion and promotion. For art lovers of all ages, JOJ should be es. The museum’s programming and events continue to be well Donations and Dues Jacqueline Hibbard, Finance a must see and an important reason to visit Marblehead and received, and quality of what the Museum represents is well Annual Appeal $ 53,352 Ashley Woodfin, Publicity & the museum. There will be a major focus on new JOJ related established. Focus is on promoting and presenting the Social Media Membership Dues 25,875 Betsy Hoffman Hundahl, lectures, events and maybe even a party or two. Marblehead Museum’s three properties, the Lee Mansion, the Other Donations 24,191 Website and Education Last but not least we recognize that we have been taking J.O.J. Frost Gallery and the Civil War & G.A.R. Museum in the Museum Activities Cinny Rockett, Housekeeping our wonderful period gardens at the Jeremiah Lee Mansion for best possible way for the museum to move forward. The Admissions 4,444 & Events granted. The gardens, thanks to the Marblehead Garden Club, Marblehead Museum and staff are pledged to an investment in Events 17,457 have received tender loving care and have been sustained just as the museum’s future. Exhibits and Programs 11,723 B OARD OF D IRECTORS Other Revenue Frederick H. Settelmeyer , Martha would have done back in the 1700s. What a natural for The use of endowment will be curtailed in 2014, and an Miscellaneous 11,374 President landscapers and gardeners to participate in themed discussions aggressive increase in fundraising is planned. We continue to rely Endowment Income Remittal 133,004 Jack Attridge, 1st Vice President and events. Such a lovely setting might also witness a concert or on our members and friends for support through membership, Total Revenue and Support 281,420 Karyn Lang, 2nd Vice President two which seems like a perfect way to pay our respects to both donations and attendance at our programs and events. Sharon Thibodeau, Secretary Michael Meehan, Treasurer Martha and Jeremiah Lee for being such good neighbors so many The museum’s mission and dedication to education contin - EXPENSES Jean Fallon, Registrar years ago. ues. It was the driving force behind the major project of 2013, Personnel 143,219 Lisa Anderson The Marblehead Museum is challenged by the need to expand the improvement and reopening of the Civil War & G.A.R. Museum Activities 42,561 Rick Ashley its membership base, its fundraising activities, and its program - Museum in the Old Town House. The major project for 2014 Development 8,544 Diane Barbour ming initiatives. But we are not standing still. We conducted a sur - Facilities 36,134 Richard Carlson will be the renovation and reinterpretation of the J.O.J. Frost Insurance & Professional Fees 37,743 Andrew Christensen vey in late 2013 which received solid participation and both con - Gallery. By improving the Frost Gallery, the Museum will have Joseph Dever firmed and supported the need for more progressive planning raised the level of appreciation for all three properties, bringing General and Administrative 13,219 Donald Doliber going forward. We are making every effort to revitalize the muse - these Marblehead treasures to the new level that they deserve. Total Expenses 281,420 Kim Downing um’s mission, attract new members, offer a real reason to invest in ABOVE : Spring and Fall The Marblehead Museum has served the town’s school chil - Amy Drinker Lecture Series in the Frost Cash flow activity does not include investment activity or Standley Goodwin our future, and, bottom line, become recognized town-wide for Gallery, sponsored by dren, without any charge to students or schools, for over 50 depreciation. Helaine Hazlett being special and important. Marble Harbor Investment years. This commitment continues, as the museum seeks funds Heidi Herlihy We need your participation and support and thank those who Counsel, and RIGHT : Bette from grants, foundations and individuals to accomplish the goal Carole Kupsoff have been loyal and generous friends. We are excited about our Hunt Walking Tours, are of making the Frost Gallery a resource for schools, local resi - STATEMENT OF FINANCIAL POSITION Paul McLaughlin 2014 plans! very popular, and frequently Libby Moore sell out. They provide great dents and visitors to Marblehead. December 31, 2013 Sharon Pingree-Russell information, entertainment The lectures series sponsored by Marble Harbor Investment Patty Pederson and discounted prices for Counsel were both well delivered and well attended. Marblehead ASSETS Eugene Record Museum members. is indeed fortunate to have both a rich history and an array of Current Assets Maeve Rice Frederick H. Settelmeyer ,President excellent historians and speakers. Positive feedback was received Cash $ 6,578 Investments 1,163,409 E NDOWMENT C OMMITTEE from members especially at such social events as the garden T. J. Fitzgerald, Chair party, the re-opening ceremony of the Civil War G.A.R and at the Mansion Preservation* 357,242 Richard Case “Friends of the Museum” party in October. The highly success - Total Current Assets 1,527,229 Paul Davis ful renovation of the Civil War & G.A.R Museum was celebrat - Property and Equipment, Net 359147 Tim Hunt Total Assets $ 1,886,377 Robert Paquette ed at the December 2013 re-opening ceremony, which was Jay Pingeton attended by an “army” of well wishers and history buffs. The LIABILITIES $ 246 G.A.R descendents party was a heartwarming success as numer - H ONORARY D IRECTORS ous Marblehead families braved horrible weather to honor and NET ASSETS Lynne Ambrose RIGHT : The Lee Mansion celebrate their long lived history of patriotism and sacrifice. Unrestricted $ 1,886,131 Peter Coxe gardens are a lovely set - Dorothy Creamer ting for a garden party. The museum will to continue in its efforts to expand its pro - Total Net Assets $ 1,886,131 Dana Denault This year's event featured gramming while simultaneously pursuing all opportunities to Peter Hart Sea Shanties sung by increase the museum’s revenues. The museum appreciates it loyal Total Liabilities and Net Assets $ 1,886,377 Bette Hunt Marblehead fisherman members and will make 2014 a successful year. Michael Rubino and musician Steve * The Lee Mansion Preservation Fund has two components: Richard Tuve Willard and friends. The W.F. and T.F. Bowden Fund and The Martha and Russell Knight Fund. Michael Meehan, Treasurer (November 2013)