ANNUAL REPORT FISCAL YEAR 2015

A Decade OF Accomplishment

1

Dear Friend,

In the years leading up to our 2010 centennial celebration, with your

support we embarked on an ambitious plan to transform ourselves from

the Society for the Preservation of New England Antiquities into a new,

more outward-looking entity called Historic New England. This shift

required an organization-wide commitment to becoming a more public

institution—listening to the needs of broader and more diverse audiences,

expanding collaboration with partner organizations, and actively

increasing engagement through membership.

We now stand at the brink of some remarkable milestones. In Fiscal

Year 2016, we will exceed 50,000 schoolchildren served by our education

programs. We will serve more than 200,000 people at our historic properties.

We are finalizing the details of our one-hundredth preservation easement

donation. These efforts are ongoing, but we can nonetheless reflect on a

decade of accomplishment throughout the organization and acknowledge the

work that we continue to do together.

This year marks the thirtieth anniversary of our school and youth

programs, which have experienced uninterrupted growth since their

inception. Fiscal Year 2015 is also our fifth consecutive year of increased

membership. We weathered historic snowfall across the region with minimal

damage to landscapes and properties, thanks in no small part to the

Preservation Maintenance Fund donors who make possible the proactive

Welcome

COVER Children create medals in a summer program at Pierce House, Dorchester, Mass.

LEFT Selections from our wallpaper collection, all available for in-depth exploration in a newly expanded database.

work carried out by our property care team. We introduced our new Board

of Overseers, a group of ambassadors representing all six New England

states. These overseers will assist the organization with strategic thinking,

identifying prospects for leadership involvement, providing and encouraging

financial support, and helping to identify opportunities for collaboration with

heritage organizations and projects throughout the region.

Your support makes all of this progress possible. We share with you not only

our pride in all we have accomplished together, but also our enthusiasm to

tackle the work that lies ahead.

Carl R. Nold Roger T. Servison

President and CEO Chair, Board of Trustees

P.S. In addition to the donors who are recognized in this report, we would

like to extend our sincere appreciation to those who supported us at every

level during Fiscal Year 2015, including 7,829 members.

3

Staff return a painting to our storage facility in Haverhill, Mass.

4

ABOVE AND RIGHT Families enjoy the grounds at Spencer-Peirce-Little Farm in Newbury, Mass.

“ Spencer-Peirce-Little Farm is one of the few historic sites in the area that warrants return visits... beautiful in every season, a calendar of great events and rich exhibits bring us back again and again.” —Margo Shea, Salem, Massachusetts

5

The reinvention of Spencer-Peirce-Little Farm in Newbury, Massachusetts, is

an excellent example of the new, dynamic way that visitors experience Historic

New England. People often came to festivals on the grounds, but bypassed

the seventeenth-century manor house itself. Or they came for the traditional

house tour, but had no way to engage with the farm landscape. How could we

create new opportunities for people to enjoy the landscape and also create a

more engaging and family-friendly house tour? Answering this question meant

embracing a culture of experimentation at Historic New England.

To create more opportunities for families to experience the farm itself, we

are now a Massachusetts Society for the Prevention of Cruelty to Animals

foster farm and invite visitors to interact with the animals. Kids work the

outdoor water pump and become engrossed in touchable vignettes in the

manor house. New events, including the American Music and Harvest

Festival and Vintage Base Ball games, bring even more people of all ages

to the farm’s 230 acres of protected open space.

Becoming a

Public InstitutionMORE

6

We opened the Stekionis wing of the Spencer-Peirce-Little farmhouse in

2012 to tell the story of the Lithuanian immigrant tenant farmers who lived

and worked at the farm for much of the twentieth century. We now present

a working-class story as equal to that of the house’s owners, something we

continue to work toward at many of our other properties such as the Phillips

House in Salem, Massachusetts, and Roseland Cottage in Woodstock,

Connecticut.

Neighbors in our home communities are now partners in planning, like

at the Sarah Orne Jewett House Museum and Visitor Center in South

Berwick, Maine, where we learned that this vibrant arts community needed

flexible space for exhibitions, workshops, and meetings. Since reopening

the Eastman House adjacent to the museum as a visitor center in 2014,

local artists, Berwick Academy students, and members of the New England

Sculptors Association have exhibited work here.

Visitors now experience our properties in more ways than ever, from the

Portsmouth, New Hampshire, Fairy House Tour at Governor Langdon

House to Hermann’s Royal Lipizzan Stallions performing at Roseland

Cottage and at Cogswell’s Grant, in Essex, Massachusetts. Residents and

summer visitors to the south coast of Rhode Island flock to Casey Farm on

the weekends, where the Coastal Growers farmers market attracts 30,000

people each year.

ABOVE The Coastal Growers Market at Casey Farm, Saunderstown, R.I.

CLOCKWISE FROM ABOVE LEFT “Mohammad ‘Mo’ selling fresh produce,” Boston, from The Haymarket Project, Everyone’s History; fairy houses at Langdon House, Portsmouth, N.H.; Vintage Base Ball at Spencer-Peirce-Little Farm, Newbury, Mass.; Artist Taintor David Child at Sarah Orne Jewett House Museum and Visitor Center, South Berwick, Me.; Movies at the Mansion at the Lyman Estate, Waltham, Mass.; Root School students, Norwich, Vt., 1937, from Back to School, Everyone’s History.

8

Hartford

Augusta

Concord

Providence

Boston

Montpelier

School and Youth Program

Exhibition Venue

Community Engagement Partner

Museum Property

Preservation Easement Property

● School and Youth Program

● Exhibition Venue

● Community Engagement Partner

■ Museum Property

■ Preservation Easement Property

ABOVE More communities than ever are home to Historic New England programs and properties.

RIGHT Lunch counter seats at the former Woolworth’s building, Haverhill, Mass., from the Everyone’s History documentary Woolworth’s: Remembering Haverhill’s Shopping District.

9

The focus of our 2010 centennial year was public service. We embarked on

the 100 Years, 100 Communities initiative to save and share the region’s

twentieth-century stories before they’re lost. Community partners collaborated

to develop exhibitions such as Twentieth Century African American Tourism

in New England, done in partnership with the Portsmouth [New Hampshire]

Black History Trail, and a history of Vermont’s Long Trail co-curated with

the Green Mountain Club.

These collaborations continue under the banner of Everyone’s History,

enabling us to expand beyond our core communities and tell a more complete

story of life across four centuries of New England history. Award-winning

documentary films such as Connecting the Threads: Overalls to Art at the

H. W. Carter and Sons Factory in Lebanon, New Hampshire, tell universal

stories through the lens of a particular community or event. Our most recent

Everyone’s History project, Woolworth’s: Remembering Haverhill’s Shopping

District, is a documentary film produced in collaboration with community

leaders, developers, cultural partners, and residents of this industrial

Massachusetts town in the Merrimack River Valley.

ABOVE Solupta temperum intotaqui tectassed

RIGHT Momolor eiciten tionsequis pore inum quam eumet.

10

“ It’s so exciting for me to look on this site and see these pictures and things that belonged to my ancestors, [it] makes them very real.”

— Ellen Linn, commenting on the online object record for a linen-and-silk bodice (1925.233) worn by her great-great-great-aunt

ABOVE Staff work to catalogue the A. H. Davenport –Irving and Casson Collection.

RIGHT Returning newly cleaned glass vessels to improved storage at our Haverhill, Mass., facility.

11

Technology opens avenues for spontaneous discovery and research that

were unthinkable when we began collecting in 1910. About 40 percent of our

object collections is on view at our historic properties; the rest is preserved

at our facility in Haverhill, Massachusetts. Through our Collections Access

database, easily accessible on our website, visitors around the world can

search more than 92,000 objects and 69,000 archival records. More than

10,000 people follow Historic New England on Facebook and Twitter,

frequently offering insight and observations that enrich our knowledge.

Sharing our collections also means maintaining them to the highest

standards. An ambitious Collections Care Project is underway at our

Haverhill facility to improve storage conditions. Thanks to donors to our

Collections Care Fund, we have been able to move, clean, and rehouse

Expanding

AccessCOLLECTIONS

12

more than 20,000 objects, updating collections database records and

generating high-resolution photography along the way to support researchers

near or far. Collections care staff transport fragile or damaged items to our

state-of-the-art conservation lab for stabilization and treatment.

Historic New England exhibitions brought our collections to museums and

galleries in every New England state and beyond. Several have garnered

national interest, including America’s Kitchens at the Long Island Museum

of Art, History, and Carriages in Stony Brook, New York, and Drawing

Toward Home at the National Building Museum in Washington, D.C.

Fifty-one museums in twenty-one states have borrowed approximately 220

Historic New England objects since 2005, including a rocking horse from

Marrett House in Standish, Maine, that was featured in an exhibition at

the National Gallery in Washington, D.C. and a modern art masterpiece by

László Moholy-Nagy on view now at the Santa Barbara Museum of Art.

The Historic New England Publication Series, launched in 2006, utilizes

archival objects and ephemera to explore topics from Maine lighthouses to

America’s kitchens to historic images of ship and shore in New England.

ABOVE Conserving a rocking horse from Marrett House, Standish, Me., for loan to the National Gallery.

CLOCKWISE FROM ABOVE LEFT Conservators examine objects using the Brunker portable X-ray fluorescence device; a metal and wood necklace from the collection of Ise Gropius; Ceramics Cleaning Day at our Haverhill facility; our Collections Care Project motto; students from the College of Older Learners at Haverhill Community College learn about Federal-era furniture; cover of the companion publication for the exhibition Drawing Toward Home.

14

We are celebrating the thirtieth anniversary of our school and youth

programs and uninterrupted growth in the number of children served each

year. Three hundred Boston Public School students took part in the first

program at Otis House in Boston in 1985. Today more than 166 times that

many students each year experience immersive learning opportunities at

more than sixty-five programs at thirteen sites, plus schools, libraries, and

community centers. The number of students served has more than doubled

in the past ten years alone, and we’re poised to serve 50,000 students

during the 2015–16 school year.

Classroom teachers and administrators are partners in developing our

programs, which are led by professional museum teachers. Programs meet

state and national curriculum standards including STEM learning initiatives

(science, technology, engineering, and math) and most important for the

students, they’re fun.

Through the wildly successful Project CHICK, almost every elementary

school student in Rhode Island visits Casey Farm to learn about bird life

cycles while helping to preserve heritage chicken breeds. In Rally ‘Round

the Flag at Roseland Cottage, students experience life during the Civil War

Engaging YOUNG People

15

“�This�is�one�of�the�few�field�trips�that�engage�students in an interactive manner… I have rarely�seen�field�trip�staff�work�so�hard�at�integrating all parts of the curriculum. It’s perfect…this program is explicit, concise, and relevant.” —Mimi Fong, Quincy School, Boston

LEFT Campers at Casey Farm, Saunderstown, R.I.

BELOW Kids enjoy the working water pump at Spencer-Peirce-Little Farm in Newbury, Mass.

FOLLOWING PAGE CLOCKWISE FROM LEFT A Casey Farm camper carries eggs; students visit Quincy House, Quincy, Mass.; a student participates in The Anti-Slavery Debate at Roseland Cottage, Woodstock, Conn.

by building a pontoon bridge and carrying classmates on stretchers in a

mock life-saving activity. Our education programs are engaging, interactive,

and multi-modal.

Growth continued even through the recession of 2007–09, when many schools

slashed their budgets for field trips and extracurricular activities.

Transportation costs are often the primary barrier to participation, which is

why Historic New England has made this expense part of our operating

budget. Several generous grants enabled us to provide free transportation for

almost 5,000 students in 2014 alone, but the need for funding is ongoing.

The cost of a school bus ride may be all that stands between today’s eager

third-grader and tomorrow’s preservation leader.

Attendance Chart 2004-2014

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

50,000

40,000

30,000

20,000

10,000

0

16

Boston: Harrison Gray Otis House, Codman Estate

Dorchester/Quincy: Pierce House, Quincy House

Connecticut: Roseland Cottage

Newbury: Spencer-Peirce-Little Farm, Coffin House

Rhode Island: Casey Farm, Arnold House

Maine: Castle Tucker, Nickels-Sortwell House, Sarah Orne Jewett House, Hamilton House

1716

Our Preservation Easement Program is an innovative way to help communities,

nonprofit organizations, and private homeowners protect historically

significant buildings and landscapes. Historic New England’s easements can

include exterior elevations, landscapes, outbuildings, and interiors. Full-time

preservation staff actively monitors easements through annual site visits.

Since 2005, almost thirty new properties have been recruited for the program,

including four Mid-century Modern houses and our first easement donation

in Rhode Island. We are actively filling gaps in architectural styles, including

the 1880–81 Ames Gate Lodge in North Easton, Massachusetts, designed by

architect H. H. Richardson, a 2013 donation, and the 2014 donation of the first

Colonial Revival builidng in the program, in Winchester, Massachusetts.

Contributing TO

Communities

The Keith House in Bridgewater, Mass., is protected by an easement held by Historic New England.

18

Community organizations can use easement donations to refocus resources

for the greater benefit of all. One example is the town of Bridgewater,

Massachusetts, which in 2013 used funds from the Community Preservation

Act to purchase the c. 1783 Keith House and surrounding fourteen acres.

They then sold the house and a 2.6-acre parcel with an easement and will

conserve the remainder as open space.

In 2010 the Salisbury Association donated an easement protecting the

Holley-Williams House in Lakeville, Connecticut. The association had long

maintained the house as a museum, but it had been operating at a loss for

years, diverting resources from the association’s focus on land conservation

and stewardship. By selling the house to private owners with a preservation

easement held by Historic New England, the Federal-style house and

landscape remain protected from subdivision or insensitive alteration.

Annual Community Preservation Grant awards are another way that

Historic New England helps communities share their history. Twenty-four

small to mid-sized heritage organizations have received $1,000 grants since

2011, one in each New England state each year. Past recipients include the

Greater New Haven Labor History Association in New Haven, Connecticut,

and The Preservation Trust of Vermont in Burlington, Vermont, which

used the grant to help preserve more than five hundred boxes of rescued

historic records from the Vermont Marble Company archives.

19

“ It has been a pleasure to work with this very professional team…. I love to think that future generations will be living here and enjoying the spaces…that have meant so much to us.”

— Polly Flansburgh, 2011 donor of an easement protecting her family’s Mid-century Modern house in Lincoln, Massachusetts

OPPOSITE Community Preservation Grant recipients include the Pettaquamscutt Historical Society in Kingston, R.I., (UPPER LEFT) and The Preservation Trust of Vermont (LOWER RIGHT). This Colonial Revival home (UPPER RIGHT) and All Saints Church in Dorchester, Mass. (LOWER LEFT) are protected by preservation easements held by Historic New England.

BELOW Historic New England easements also protect historically significant interiors.

20

The Preservation Maintenance Fund (PMF) supports our commitment to

maintaining our historic properties to the highest standards. Since 2009 PMF

donors have made possible an incredible scope of projects in a short period of

time—in the first year, eighty-four projects at thirty-one sites; in the second,

one hundred five projects at thirty-one sites; and by the end of the third year,

another seventy-five projects at twenty-nine sites. These funds enable us to

catch up with a backlog of maintenance needs and move forward with the

systematic evaluation and prioritization of property care responsibilities.

Colleague institutions, historic homeowners, and the broader historic

preservation field benefit from our development of best practices, which we

share via white papers, national and international seminars, and articles

in regional and national media. For example, energy efficiency efforts at the

Lyman Estate in Waltham, Massachusetts, have resulted in a 66 percent

decrease in energy costs. Communicating our efforts and progress helps

other organizations by showing that the initial cost of weatherization work

can reap tangible benefits immediately.

The 1878 Eustis Estate in Milton, Massachusetts, is Historic New England’s

newest museum property and the first late-nineteenth-century property in

the collection. Research and planning are ongoing, and we are excited to

share the process of transforming this magnificent property into a museum

and study center.

Investing in

PropertiesHISTORIC

BELOW The Eustis Estate, Milton, Mass.

CLOCKWISE FROM UPPER LEFT The parterre garden at Roseland Cottage, Woodstock, Conn.; ell repairs at Roseland Cottage; the summerhouse at Barrett House, New Ipswich, N.H.; Castle Tucker, Wiscasset, Me.; the new roof at Roseland Cottage; arbor care at Barrett House.

Historic New England stewards and preserves more than 1,300 acres of

historic landscapes, ornamental gardens, lawns, fields, and woods. Our

proactive arbor care program not only identifies potential threats to the

trees themselves, but also serves to protect our historic buildings from

the danger of fallen trees and tree limbs due to sudden summer storms or

relentless winter blizzards.

Historic New England achieved many milestones in the past decade. At

a time when colleague organizations face declining visitor and member

participation, Historic New England has grown historic site visitation by 57

percent since 2005 and broadened our base to a record of more than 8,100

member households in forty-two states.

Without the generosity of our donors and members, our mission would not

be feasible. Thank you.

23

“ I understand that there are limited resources to devote to preventative maintenance. That’s why it’s important to me not only to provide high-quality and cost-effective work, but also to be involved with Historic New England as a supporter.” —Ward Hamilton, Olde Mohawk Historic Preservation

ABOVE Installing energy-efficient storm windows at the Lyman Estate, Waltham, Mass.

LEFT The carpentry shop and gardens at the Lyman Estate.

24

Financials

Operating Financial Statementa April 1, 2014 – March 31, 2015 % increase Revenue FY15 FY14 (decrease) % of total

Investment Return designated for Operationsb $ 5,945,000 $ 5,832,000 2% 50%

Revenue from Operations 2,159,000 2,118,000 2% 18%

Contributed Income 3,780,000 4,422,000 -15% 32%

Contributed Income for property

and long term investments 15,000 183,000 -92% 0%

Total Revenue $ 11,899,000 $ 12,555,000 -5%

% increase Expenses FY15 FY14 (decrease) % of total

Museum Operations $ 3,153,000 $ 2,718,000 16% 25%

Preservation Maintenance 2,879,000 2,442,000 18% 23%

Collections and Exhibitions 1,807,000 1,515,000 19% 14%

Education and Public Programming 1,654,000 1,520,000 9% 13%

Administration 1,348,000 1,402,000 -4% 11%

Fundraising 581,000 612,000 -5% 5%

Revenue Generating Projects 484,000 525,000 -8% 4%

Preservation Easement Program 358,000 360,000 -1% 3%

Marketing 296,000 244,000 21% 2%

Total Expenses $ 12,560,000 $ 11,338,000 11%

Net Income from Operationsc $ (661,000) $ 1,217,000

Endowment Assetsd $ 111,431,000 $ 114,068,000

Gain on Investments $ 1,807,000 $ 14,435,000

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 Income Used for Operations represents endowment funds approved by the Board of Trustees to support annual operations. The annual draw policy is based on appropriating 5% of the preceding twenty-quarter fair market value of the investments as of December 31.

c Net income from Operations above includes contributions for property acquisitions and long-term investment of $0.02 million in FY 2015 and $0.2 million in FY 2014.

d Excludes beneficial interest in perpetual trusts which equaled $10.1 million for both FY 2015 and FY 2014.

25

Revenue

Expenses

Revenue from Operations

Contributed Income

Investment Return Designated for Operations

Education and Public Programming

50%

18%

32%

25%23%

14%13%

13% 11%5%

4%

3%

2%Marketing

Fundraising

Revenue Generating Projects

Preservation Maintenance

Preservation Easement Program

Collections and Exhibitions

Administration

Museum Operations

2626

LeadershipBoard of Trustees

Theodore AlfondDeborah L. AllinsonNancy J. Barnard Joan M. Berndt Maureen Fennessy Bousa Jon-Paul Couture

Christopher KarpinskySidney KenyonTheodore C. LandsmarkDavid A. MartlandSandra O. MasseyF. Warren McFarlan

Carl R. NoldRandy J. ParkerRoger T. ServisonSylvia Q. Simmons

Board of Overseers

Sylvia Brown Newport, Rhode Island

Ronald P. Bourgeault Portsmouth, New Hampshire

Christine Chamberlain Rockland, Maine

Dona Gibbs Jamestown, Rhode Island

James Horan Portsmouth, New Hampshire

William C. S. Hicks Wayland, Massachusetts

Kathy W. Kane Portsmouth, New Hampshire

Elizabeth Leatherman Newport, Rhode Island

Sandra Ourusoff Massey Boston, Massachusetts, and Newport, Rhode Island

Bruce D. Moir Portland, Maine

Marie C. Oedel Wolfeboro, New Hampshire

Carolyn Osteen Boston, Massachusetts

John Peixinho Newport, Rhode Island

Susan P. Sloan Boston, Massachusetts

William Vareika Newport, Rhode Island

William P. Veillette Amherst, New Hampshire

27

Council

George BallantyneFrederick D. Ballou Lynne Z. Bassett Russell Bastedo Ann M. Beha Joan M. Berndt Charles E. Beveridge Ralph C. Bloom Ronald P. Bourgeault Randolph D. BrockW. Robert Carr Harold J. Carroll Michael R. Carter Edward Lee Cave Richard W. Cheek Martha Fuller Clark Karen Clarke Barbara Cleary William C. Clendaniel Frances H. Colburn Gregory L. Colling Richard Cornell Suzanne Courcier Julia D. Cox Trudy Coxe Abbott Lowell Cummings Elizabeth Hope CushingElizabeth K. Deane William H. Dunlap Jared I. Edwards Harron Ellenson Robert P. EmlenEugene GaddisDiane R. Garfield

Marcy Gefter Lucretia Hoover Giese Debra W. Glabeau Briann G. Greenfield Kerri Greenidge Martha D. HamiltonJudy L. HaywardEric HertfelderCatha A. Hesse Bruce A. Irving Edward C. Johnson 3d Elizabeth B. Johnson Sara C. Junkin Mark R. Kiefer Anne F. KilgussMatthew KirchmanNancy LambPaula Laverty Arleyn A. LeveeAnita C. Lincoln John B. Little Charles R. Longsworth Janina A. Longtine Peter S. Lynch Peter E. Madsen Elizabeth Hart Malloy Philip Cryan Marshall Johanna McBrien Paul F. McDonough James D. McNeely Maureen I. Meister Pauline C. Metcalf Thomas S. MichieKeith N. Morgan

William Morgan Henry Moss Cammie Henderson Murphy Stephen E. Murphy Marie C. Oedel Richard H. Oedel James F. O’Gorman Mary C. O’Neil Carolyn Osteen Elizabeth H. Owens Robert I. Owens Elizabeth S. Padjen Anthony D. Pell Samuel D. PerryPatrick Pinnell Elizabeth Pochoda Julie A. PorterMarion E. PressleySally W. Rand Gail Ravgiala Kennedy P. Richardson Timothy Rohan Virginia Rundell Gretchen G. Schuler Kristin L. Servison Earle G. Shettleworth Susan P. Sloan Joseph Peter Spang Andrew Spindler-Roesle Dennis E. Stark Susan E. Strickler Charles M. Sullivan E. Clothier Tepper

Paige Insley Trace John W. TylerWilliam B. TylerTheodore W. VasiliouWilliam P. VeilletteGerald W. R. Ward David Watters Alexander Webb III Roger S. Webb Elisabeth Garrett Widmer Kemble D. Widmer II Susie Wilkening Richard H. Willis Robert O. Wilson Linda W. Wiseman Gary Wolf Walter W. Woodward William McKenzie Woodward Ellen M. Wyman Charles A. Ziering Margaret Ziering

28

$100,000–$999,999

Anonymous (2)Mr. and Mrs. Theodore Alfond*

Mr. Nicholas C. EdsallFidelity Donor Advised FundsMr. and Mrs. Roger T. Servison*

$50,000–$99,999

Institute of Museum and Library ServicesMassachusetts Cultural CouncilMr. and Mrs. John B. McDowell*

National Endowment for the HumanitiesNational Historical Publications and Records CommissionMr. William G. Waters

$25,000–$49,999

AnonymousAmericana FoundationMr. and Mrs. Edward P. Bousa*

Ruby W. & LaVon Parker Linn FoundationThe Lowell InstituteMr. and Mrs. James E. Marble Jr.Mr. and Mrs. David A. Martland*

The Mildred H. McEvoy FoundationDr. and Mrs. F. Warren McFarlan*

The Ogden Codman TrustCity of Quincy Community Preservation Committee

$10,000–$24,999

Anonymous (5)The 1772 FoundationMs. Deborah L. Allinson*

Dr. and Mrs. Ernst R. Berndt*

The Boston Family OfficeThe Boston Foundation, Inc.The Cathedral Church of St. John the DivineMr. and Mrs. David Chamberlain*

Mr. Jon-Paul Couture*

The Davis Family FoundationMr. and Mrs. William C. S. Hicks*

Mr. Timothy T. HiltonBarbara and Amos Hostetter*

Institution for SavingsMr. and Mrs. C. Bruce Johnstone*

Mr. and Mrs. Geoffrey R. Kenyon*

Dr. Janina A. Longtine*

Mr. and Mrs. M. Holt Massey*

Mr. Lee Oestreicher and Ms. Alejandra Miranda NaonCaren and Randy Parker*

Joan Pearson Watkins Revocable TrustMr. Samuel D. Perry*

Prince Charitable TrustsThe Rhode Island FoundationMr. Robert Rosenberg*

Saquish FoundationMr. and Mrs. Nicholas SchorschMr. Joseph Peter Spang III*

Mr. Samuel H. StevensMr. Charles M. Sullivan and Ms. Susan E. Maycock*

Vanguard Charitable Endowment ProgramMs. Nina Heald WebberMr. and Mrs. Stephen H. White*

Winfield Foundation

$5,000–$9,999

Mr. and Mrs. John D. Barnard*

The Barnes FoundationThe Croll FoundationMr. and Mrs. Martin D. Hale*

Mrs. K. H. Jones*

Mr. Christopher Karpinsky*

Mr. Carl R. Nold and Ms. Vicky Kruckeberg*

Mr. and Mrs. Anthony D. Pell*

Ms. Barbara R. Jordan and Mr. Robert A. Pemberton*

Ms. Julie A. Porter*

Dr. Margaret Ruttenberg and Mr. John Ruttenberg*

Dr. Sylvia Q. Simmons*

U.S. Charitable Gift TrustMr. and Mrs. Charles A. Ziering Jr.*

$2,500–$4,999

AnonymousAusolus TrustMr. and Mrs. Frederick D. Ballou*

Mr. and Mrs. Alan Bembenek*

Mr. Ronald P. Bourgeault*

Mr. and Mrs. Lewis P. Cabot*

Ms. Désirée Caldwell and Mr. William F. Armitage Jr.*

Cambridge Trust CompanyMs. E. Greer Candler*

Mr. Harold J. Carroll*

Mr. Thomas C. CaseyMr. and Mrs. Theodore E. Charles*

Mr. and Mrs. Richard W. CheekMs. Martha Fuller Clark and Dr. Geoffrey E. Clark*

Ms. Karen Clarke*

The Clowes Fund Inc.Combined Jewish PhilanthropiesMr. and Mrs. James C. Curvey*

Elizabeth and Nicholas Deane*

The Michael and Elizabeth Dingman FoundationMrs. Paul R. Dinsmore*

Mr. Richard A. Duffy and Mr. Jose M. RodriguezEaton Vance ManagementMs. Alan S. Emmet*

Elizabeth and Mark Ferber*

Dr. and Mrs. Oscar FitzgeraldMr. Stephen L. Fletcher*

Mr. Jameson French and Ms. Priscilla FrenchMr. and Mrs. C. Mackay Ganson Jr.*

Mr. Thatcher Lane Gearhart*

Mr. Spencer P. Glendon and Ms. Lisa Y. Tung*

Ms. Martha D. Hamilton*

Mr. and Mrs. Robert C. Hanss*

Mr. and Mrs. Donald E. Hare*

Eric and Dorothy Hayes*

Mr. and Mrs. Tim Holiner*

Mr. and Mrs. Wade W. Judge*

Mr. John F. Keane*

Ms. Anne F. Kilguss*

Mr. and Mrs. Robin Lincoln*

Dr. Frederic F. Little and Dr. Claudia L. Ordonez*

Mr. and Mrs. James M. Lober*

Mr. Stephen G. Woodsum and Ms. Anne R. Lovett*

The Massachusetts Society of the CincinnatiRamsey McCluskey Family FoundationMr. Thomas S. Michie*

Mr. and Mrs. Bruce D. Moir*

Donors April 1, 2014 – March 31, 2015

29

New Hampshire Charitable FoundationNortheast AuctionsNortheast Investment Management Inc.Northland Forest ProductsMr. and Mrs. George Putnam*

Mr. and Mrs. Mark V. Rickabaugh*

Mrs. Louise C. Riemer*

The Roy A. Hunt FoundationMs. Lois C. Russell*

Mr. Robert Bayard SeverySharpe Family Foundation/Julie and Henry D. Sharpe IIIMr. Andrew Spindler-Roesle and Mr. Hiram Butler*

Mr. and Mrs. Michael K. Tooke*

Mr. and Mrs. Jonathan Trace*

The Tulgey Wood FoundationUnited TechnologiesMr. and Mrs. William Vareika*

Mr. Theodore W. Vasiliou*

Mr. and Mrs. William P. Veillette*

Mr. Dennis WalachWilmot Wheeler FoundationMs. Elaine Wilde*

Mr. Robert W. Wilkins Jr. and Ms. Suzanne Courcier*

Mr. Richard H. Willis*

Clara B. Winthrop Charitable TrustStephen G. Woodsum and Anne R. LovettMr. and Mrs. John A. Yozell*

$1,000–$2,499

Mr. William Bathe and Mrs. Eleanor Swett BatheDr. Stan N. Finkelstein and Ms. Jill A. BenedictMr. Ralph C. BloomKim and Laurence BrengleMrs. Charles B. CarpenterMr. John D. ChildsMrs. I. W. ColburnMs. Jaimie Cuddire and Mr. Daniel CuddireCummings PropertiesMs. Janet Dinan and Mr. Peter DinanEast Cambridge Savings BankMr. John M. Ellis^

Ferguson Perforating & Wire CoMrs. Pamela W. FoxThomas A. J. Frank, Ph.D.Mr. and Mrs. Frederick Frost IIIMs. Diane R. Garfield and Dr. Peter L. GrossGreater Houston Community FoundationMr. and Mrs. Ward Hamilton^

Mrs. Samuel M. V. HamiltonJames and Leslie Hammond^

Mr. George HandranMr. and Mrs. Charles H. HoodMr. Roland Hoch and Mrs. Sarah Garland-HochMs. Abigail Johnson and Mr. Christopher J. McKown*

Mr. Stephen Kaloyanides Jr.Kennebunk Savings Bank

Mr. Mark R. KieferMs. Susan S. KinseyDr. Theodore C. Landsmark*

Mr. and Mrs. William R. LeitchMr. and Mrs. Newton H. LeveeMr. Gregory A. Liacos and Mrs. Elizabeth S. LiacosMr. and Mrs. Richard K. LubinMaine Development FoundationMs. Josie C. ManternachMr. Philip Cryan MarshallMatter Communications Inc.Mrs. Mary L. McKennyMerrimack Design AssociatesDr. Merrill F. MulchMr. and Mrs. Richard H. OedelOregano PizzeriaMr. William B. Osgood†

Ms. Elizabeth Seward Padjen and Mr. Thaddeus GillespieMs. Donna PridmoreQualcomm FoundationMs. Sally W. RandMr. and Mrs. Douglas R. RiggsMr. and Mrs. William H. Rousseau

* Appleton Circle Member^ Young Friends Patron† deceased

30

Ms. Wendy Shattuck and Mr. Samuel PlimptonStaples Foundation Inc.Dr. and Mrs. Theodore E. Stebbins Jr.Mr. and Mrs. Matthew TorreyMiss Kimberlea Tracey^

Mr. and Mrs. Gary VieraMr. and Mrs. John H. WhitonRichard W. Weekley

$500–$999

Anonymous (2)Mr. H. Whitney Bailey and Mrs. Allison BaileyBerkshire Taconic Community FoundationBNY Mellon Charitable FundMs. Cheryl CaldwellChristensen-Dunn Early Foundations FundDr. and Mrs. Thomas J. CoghlinMr. Gregory L. CollingMs. Lorna CondonFiduciary Trust CompanyMrs. Sandra Gagnon and Mr. Mark GagnonMr. and Mrs. James L. GarvinMr. and Mrs. Al GerrishMr. Peter A. GittlemanMs. Wendy GusMr. Benjamin K. HaavikThe Holcombe Charitable FoundationThe Hope FoundationMr. and Mrs. James F. Hunnewell Jr.Mr. Kevin Kearney and Dr. Sarah K. ScottMr. Timothy Kendall and Ms. Christine P. ThomsonMrs. Daniel M. KimballMs. Laura D. KunkemuellerMr. and Mrs. George LewisDrs. John and Francoise Little

Mr. and Mrs. Robert LynchChristine Tucker McCartney and John McCartneyJulianne and David MeheganMr. and Mrs. Henry MossNewburyport Brewing CompanyThe Reverend Doctor Barbara H. NielsenMrs. Carolyn Osteen and Dr. Robert OsteenOtter Island FoundationMr. Charles H. PageMs. Joanne PattonMr. and Mrs. Norton H. ReamerMr. and Mrs. John RemondiMs. Kelly ReynoldsRhode Island Council for the HumanitiesMs. Katharine RichardsonMrs. Barbara RobyThe San Francisco FoundationMr. and Mrs. Ralph D. SextonMrs. Matthew R. Simmons and FamilyMs. Julie A. SolzMs. Lynne M. Spencer and Mr. Jeff MusmanMrs. Frederick A. StahlMr. Lawrence Stifler and Ms. Mary McFaddenTiedemann FoundationMr. and Mrs. William B. Tyler, Esq.VoDaVi TechnologiesMrs. Jeptha H. WadeWatertown Savings BankMr. and Mrs. Alexander Webb IIIMr. and Mrs. Charles B. Wills

Matching Gift Companies

AnonymousAmica Companies FoundationAnchor Capital Advisors Inc.AT&T Foundation

Bank of AmericaBenevityCA Inc. Matching Gifts ProgramCitizens Charitable FoundationFM Global FoundationGE FoundationGeneral Mills FoundationHoughton Mifflin CompanyIBM CorporationMFS Investment ManagementMillennium Matching GiftsPfizer Foundation Matching Gifts ProgramQualcomm FoundationTexas Instruments FoundationThe Bank of New York Mellon Community PartnershipUnited Technologies

Gifts in Kind

AnonymousThe Academy Street InnAlvin HollisJonathan Austin of Austin ArchitectsBeach Rose CaféBiomes Marine Biology CenterMs. Annette L. BornCalifornia PaintsCambridge Plant and Garden ClubCape Ann Brewing CompanyLynette M. Casciotti CGI CommunicationsChannel Mailing Services Inc.Mr. Michael Cooney, Nixon-Peabody LLPDave’s MarketplaceE & J RestaurantFirehouse Center for the ArtsMs. Carolyn J. Fuchs

31

Mr. Nathan GordonGreen InkRobert Hale, Goodwin Proctor LLPJeffrey P. Johnson, WilmerHaleMr. Adam LoweDavid Martland, Nixon-Peabody LLPMayer TreePaul McDonough, Goulston and StorrsP.A. Painting & Construction LLCPizzi FarmThe PlaceRFT InsuranceRock Spot ClimbingSeaport SignworksMs. Halcyon H. SpringerMs. Brooke SteinhauserMr. Caleb P. StewartTeddy BearskinsMs. E. ten GrotenhuisTendercrop Farm

Gifts in Memory of

In memory of Carole Cunningham Ms. Vicky L. Kruckeberg

In memory of Richard E. Greenwood Mr. Philip Cryan Marshall

In memory of Matthew R. Simmons Mrs. Matthew R. Simmons and Family

In memory Herbert Walker Ms. Gail W. White

In memory of Charles M. Werly Saquish Foundation

In memory of Richard Wills Mr. John T. Appleton, Ms. Barbara R. Fleischer and Mr. David H. FleischerMs. Elizabeth G. Flemings and Mr. James T. HarrisMs. Linda Wing HomChris KaldyMr. Peter Kaye and Ms. Nancy KayeLincoln AcademyMs. Sybil LuchettiOyster Harbors Club Inc.Thomas P. and Hilary M. NangleMr. Paul E. Petry and Ms. Anne C. PetryMr. and Mrs. Herb PheeneyThe Rivers SchoolMs. Nancy SojaMr. William F. VargusMonte and Anne WallaceMs. Sally T. WhitesellMs. Linda WhitmoreMr. and Mrs. Charles B. Wills

Gifts in Honor of

In honor of Dr. Abbott Lowell Cummings Mr. Joseph Peter Spang III

In honor of Mr. Richard Heath and Ms. Martha Heath Ms. Patricia Lindbo

In honor of the John Lougee Family of New Hampshire Mrs. Matthew R. Simmons

In honor of Blair Lustig Mr. and Mrs. Ronald E. Lustig

In honor of the good works of Carl R. Nold, Kimberlea Tracey, Bill Hicks, Roger Servison, Joan Berndt, and Maureen Bousa Mr. and Mrs. C. Bruce Johnstone

In honor of Lester & Joyce Ralph Mr. Donald F. Ralph and Ms. Stephanie A. Ralph, Carol and Joe Swetinski

In honor of Mr. and Mrs. Matthew R. Simmons’ wedding reception at the Lyman Estate, June 19, 1971 Mrs. Matthew R. Simmons and Family

In honor of Susan Sloan Ms. Nancy Netzer and Mr. Robert Silberman

In honor of Kimberlea Tracey Kim and Laurence Brengle

In honor of Ken Turino Ms. Anne C. Bromer and Mr. David Bromer

Donors to the Collections

Christine BishopMs. Lorna CondonMr. Robert P. EmlenMr. Christopher T. Gant and Ms. Sarah B. GantMs. Olive Smith GlaserMr. Richard Heath and Ms. Martha HeathMr. Bruce E. JacobsonMs. Diana KorzenikDr. Janina A. LongtineJulianne and David MeheganCandace Orcutt

* Appleton Circle Member^ Young Friends Patron† deceased

32

Mrs. Robert I. Owens*

Erika PfammatterMr. James V. RighterMr. Caleb P. StewartJohn SutherlandMark Trumbull

Donors to the Library and Archives

Rebecca J. AaronsonMary Jane AndersonBarbara Robbins ArmstrongMs. Nancy BarnardMr. Frank J. Barrett Jr.Ingrid BarryMr. John D. BoorasMr. Ronald P. BourgeaultMs. Linda BraytonMs. Lisa BraytonMr. Alexander M. CarlisleMs. Nancy CarlisleMr. John M. CarpenterMs. Lorna CondonMs. Susanna CramptonMrs. L. Perry CurtisMr. David Martin DwigginsMs. Harron EllensonMs. Alan S. EmmetMr. Robert P. EmlenMs. Kathleen Fisher and Mr. Robert GruberMrs. Earl R. FlansburghMr. Stephen FletcherMs. Lucretia Hoover Giese

Ms. Andrea GilmoreMr. Peter GittlemanMs. Olive Smith GlaserMs. Kathryn GroverMrs. Sarah R. HinkleMs. Katherine Kinney and Mr. Hamilton Bowen Holt IIMs. Jennifer HolmgrenMr. Henry B. Hoover Jr. Ms. Roberta Mudge HumbleMs. Susan JohnsonMs. Diana KorzenikMs. Vicky L. KruckebergMs. Arleyn A. LeveeMr. Christopher LindenJohn B. Little, M.D.Miss Selina F. LittleMichele LungDiane G. MadoreMr. Walter MarosMs. Maureen I. Meister and Mr. David L. FeigenbaumMr. Thomas S. MichieDiana MolchanMr. Carl R. NoldBrendan W. NolanElizabeth Hoover NormanMr. David NortonRichard C. and Jane C. NylanderMr. and Mrs. Robert I. OwensMr. Thomas PaineMr. Lawrence T. Perera

Ms. Erika PfammatterMs. Catherine Riedel and Mr. Mike MeyersMr. James V. RighterMr. Stanley RobinsonMr. Anthony Mitchell SammarcoMr. Daniel S. SantosMr. and Mrs. Roger T. ServisonMr. Robert Bayard SeveryMr. Earle G. Shettleworth Jr.Ms. Gloria SolomitaMs. Julie SolzMs. Halcyon Hobbs SpringerMrs. Frederick A. Stahl Virginia M. StudleyMr. Daniel TopolewskiMr. Kenneth C. TurinoMr. Will TwomblyMr. and Mrs. Gerald W. R. WardMs. Nina Heald WebberMs. Stephanie WilliamsMr. Richard Wills†

Mr. Gary Wolf, AIA

* Appleton Circle Member^ Young Friends Patron† deceased

Anonymous (4) Ms. Diana AbrashkinMr. Peter W. Ambler and Ms. Lindsay M. MillerMr. and Mrs. Kenneth L. AmesMrs. Oliver F. AmesDr. Barbara A. BeallMr. Ralph C. BloomMr. Leslie P. BrodackiMs. Natalea G. Brown Mrs. Cynthia de Bruyn Kops IIIMr. William de K. BurtonMr. Thomas C. CaseyMr. and Mrs. J. Scott ChaloudMr. and Mrs. Richard W. CheekMr. Arthur D. Clarke and Ms. Susan P. SloanMs. Margaret L. ClarkeMrs. Susan W. CrumDr. Abbott Lowell CummingsMr. Stuart A. DrakeMr. Nicholas C. EdsallDr. Donald Ehresmann Ms. Alan S. EmmetMrs. Marjorie A. FalveyMr. Paul E. Giese† and Ms. Lucretia Hoover GieseMs. Annabella Gualdoni and Mr. Vito CavalloMr. Philip A. HaydenMr. Henry B. Hoover Jr.Mrs. Susan HumphreysMr. Christopher KeppelmanMrs. Mary S. KingsberyMrs. Joan W. Leslie†

Ms. Sylvia B. Lunt†

Mr. John MatzkeMr. Paul F. McDonough Jr. and Ms. Carla A. Blakley Mr. Gerald P. MillerMr. Alan MurrayMr. John A. Neale and Dr. Stephen L. BoswellMr. Carl R. NoldMr. and Mrs. Richard C. NylanderMr. William B. Osgood†

Mr. Stephen P. ParsonMr. and Mrs. Anthony D. PellMr. Brian R. PfeifferMs. Deborah ReedMr. Robert B. RettigMr. David N. RooneyMr. and Mrs. Roger M. SchamayThe Honorable John W. Sears†

Mr. and Mrs. Roger T. ServisonMr. Earle G. Shettleworth Jr.Mr. Alan P. SlackMrs. Frederick A. StahlMr. Dennis E. Stark and Mr. Robert F. AmarantesMr. J. Reed StewartMr. and Mrs. Thomas A. StoneMs. Denise C. SullivanMr. E. Clothier TepperMr. George E. TriantarisMrs. Joan Pearson WatkinsMr. William G. WatersMr. Roger WillmottMiss Enid Wilson†

†deceased

The 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.

BACK COVER The carpentry shop at the Lyman Estate carriage barn, Waltham, Mass.

All photographs by or from the collections of Historic New England except as noted. Cover and pages 14, 16 left and lower right by Beth Oram. Page 2 © Pierce Harman. Pages 4, 5, 6 center right, 15, 16 upper right by Daniel Nystedt. Page 7 upper left by Justin Goodstein. Page 7 left center courtesy of the Norwich Historical Society, Norwich, Vt. Page 8 by Michael VanRavestyn/Foto Factory. Pages 17, 18 upper left and lower right, 19 by David Bohl. Page 21 right center by Annie Card. Page 22 and back cover by Olivia Gatti.

Otis Society

141 Cambridge StreetBoston, MA 02114