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https://en.wikipedia.org/wiki/List%20of%20people%20from%20Minnesota
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List of people from Minnesota
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This is a list of notable persons who were born or spent important time in the American state of Minnesota. People not born in Minnesota are marked with §.
A
SomJohan Arnd Aasgaard (1876–1966) – president, Concordia College; president, Norwegian Lutheran Church of America
Barkhad Abdi § – Somali-American actor
Ed Ackerson (1965–2019) – musician and producer (Polara, Flowers Studio)
Corey Adam – stand-up comedian
Amy Adams § (born 1974) – actress
Anthony Adducci § (1937–2006) – inventor of the worlds first lithium-battery-powered pacemaker
Peter Agre (born 1949) – co-recipient, 2003 Nobel Prize in Chemistry (shared with Roderick MacKinnon)
Faysal Ahmed (born 1985) – Somali-American actor
Walden L. Ainsworth (1886–1960) – admiral, U.S. Navy
Eddie Albert § (1906–2005) – actor, gardener and humanitarian activist
Frank Albertson (1909–1964) – actor
Grady Alderman § (1938–2018) – Minnesota Vikings football player
Cole Aldrich (born 1988) – Minnesota Timberwolves basketball player
Cyrus Aldrich § (1808–1871) – member of U.S. Congress
John G. Alexander § (1893–1971) – member of U.S. Congress
Brother Ali (Ali Newman) § (born 1977) – hip-hop artist
Beau Allen (born 1991) – NFL nose tackle
Bob Allison § (1934–1995) – Minnesota Twins baseball player
Kyle Altman (born 1986) - soccer player
Luis Walter Alvarez § (1911–1988) – experimental physicist, Nobel Prize in Physics, 1968
Janis Amatuzio (born 1950) – American forensic pathologist
A. A. Ames § (1842–1911) – politician
Elmer L. Andersen § (1909–2004) – 30th Governor of Minnesota, businessman, philanthropist
Herman Carl Andersen § (1897–1978) – member of U.S. Congress
Alan Anderson (born 1982) – basketball player
Barry Anderson (born 1954) – judge
Brad Anderson (born 1969) – professional wrestler
Clyde Elmer Anderson (1912–1998) – 28th Governor of Minnesota; 30th and 33rd Lieutenant Governor of Minnesota
Dan Anderson (1920–2003) – psychologist
Eugenie Anderson (1909–1997) – U.S. Ambassador to Denmark and Bulgaria; first woman appointed U.S. ambassador
Gary Anderson § (born 1959) – Minnesota Vikings football player
Gene Anderson (1933–1991) – professional wrestler
Larry Anderson (born 1952) – actor
Liz Anderson (1927–2011) – songwriter
Loni Anderson (born 1945) – actress (WKRP in Cincinnati), former wife of Burt Reynolds
Louie Anderson (1953-2022) – comedian, television personality (Life with Louie, Family Feud)
Marc Anderson – percussionist
Nick Anderson (born 1990) – relief pitcher for the Tampa Bay Rays
Ole Anderson (born 1942) – professional wrestler
Patricia Anderson (born 1966) – politician, business owner, 17th state auditor
Paul Anderson (born 1943) – judge
Richard Dean Anderson (born 1950) – television actor (MacGyver, Stargate SG-1)
Russell A. Anderson (1942–2020) – judge
Scott D. Anderson (1965–1999) – author, engineer, military aviator, Cirrus Airframe Parachute System test pilot
Sydney Anderson (1881–1948) – member of U.S. Congress
Wendell Anderson (1933–2016) – 33rd Governor of Minnesota; U.S. Senator
August H. Andresen § (1890–1958) – member of U.S. Congress
Christopher Columbus Andrews § (1829–1922) – soldier, diplomat, and author
LaVerne Andrews (1911–1967) – contralto singer of 1940s sister act The Andrews Sisters
Maxene Andrews (1916–1995) – soprano singer of The Andrews Sisters
Patty Andrews (1918–2013) – lead singer of The Andrews Sisters
Kofi Annan § (1938–2018) – 7th Secretary-General of the United Nations
Henry M. Arens § (1873–1963) – member of U.S. Congress; 26th Lieutenant Governor of Minnesota
Richard Arlen (1899–1976) – actor
Thomas H. Armstrong § (1826–1891) – banker, lawyer, legislator, 5th Lieutenant Governor of Minnesota
Dave Arneson (1955–2009) – game designer, co-creator of D&D, creator of the first fantasy RPG world (Blackmoor)
James Arness (1923–2011) – actor (Gunsmoke)
Dorothy Arnold (Olson) (1917–1984) – film actress, first wife of baseball star Joe DiMaggio
Jeanne Arth (born 1935) – tennis player
Antoine Auguelle § – explorer
Horace Austin § (1831–1905) – 6th Governor of Minnesota
Roger Awsumb § (1928–2002) – children's television host of Lunch With Casey
Hy Averback (1920–1997) – director, producer, actor, and production manager
John T. Averill § (1825–1889) – member of U.S. Congress
Lew Ayres (1908–1996) – actor
B
Tim M. Babcock (1919–2015) – politician
Michele Bachmann § (born 1956) – politician
David Backes (born 1984) – hockey player
Tim Bagley (born 1957) – character actor, Strip Mall, Will & Grace
Bill Baker (born 1956) – hockey player
Melvin Baldwin § (1838–1901) – member of U.S. Congress
Joseph H. Ball (1905–1993) – U.S. Senator
Keith Ballard (born 1982) – hockey player for the Vancouver Canucks
Maria Bamford (born 1970) – comedian and actress
Ann Bancroft (born 1955) – polar explorer, first female to reach both the North and South Poles
Dominique Barber (born 1986) – Houston Texans football player
Marion Barber III (1983–2022) – Dallas Cowboys football player
Robert Baril – stand-up comedian
Dean Barkley (born 1950) – U.S. Senator
Lynsey Bartilson (born 1983) – actress
Alphonso Barto – 7th Lieutenant Governor of Minnesota
Carol Bartz (born 1948) – president and chief executive officer of Yahoo!
Earl Battey § (1935–2003) – Minnesota Twins baseball player
Elgin Baylor § (1934–2021) – basketball player
Charles Baxter (born 1947) – author
John C. Beale (born 1948) – EPA consultant, convicted felon
Dick Beardsley (born 1956) – former world-class marathoner, motivational speaker
Tracy Beckman (born 1945) – government official, politician, business owner and manager
James Bede § (1856–1942) – member of U.S. Congress
Nicholas Joseph Begich (1932–1972) – member of U.S. Congress
James Ford Bell § (1879–1961) – business leader, philanthropist, founder of General Mills
Troy Bell (born 1980) – basketball player
Clyde Bellecourt (1936–2022) – Native American civil rights organizer
Nick Bellore (born 1989) – Seattle Seahawks football player
Sharon Sayles Belton (born 1951) – first African-American mayor of Minneapolis
Charles "Chief" Bender (1884–1954) – Baseball Hall of Fame pitcher
Dorothy Benham (born 1955) – Miss America 1977
Paris Bennett § (born 1988) – singer
Tony Benshoof (born 1975) – luger, Olympian
Elmer Austin Benson (1895–1985) – 24th Governor of Minnesota; U.S. Senator
Joanne Benson (born 1943) – 44th Lieutenant Governor of Minnesota
William Benton (1900–1973) – U.S. Senator
Juan Berenguer § (born 1954) – Minnesota Twins baseball player
Patty Berg (1918–2006) – golfer, founding member of the LPGA
Robert Bergland (1928–2018) – U.S. Secretary of Agriculture; member of U.S. Congress
Tim Bergland (born 1965) – hockey-player
Nate Berkus (born 1971) – interior designer, author and television personality
Jason Behr (born 1973) – actor
John Bernard § (1893–1983) – member of U.S. Congress
Philip Berrigan (1923–2002) – peace activist, Christian anarchist, and Roman Catholic priest
Bill Berry (born 1958) – R.E.M. drummer
Jessica Biel (born 1982) – actress (7th Heaven), married to Justin Timberlake
Bernie Bierman § (1894–1977) – college football coach
Big Eagle (c. 1827–1906) – leader of a band of Mdewakanton Sioux Indians
John Binkowski (born 1979) – politician
Matt Birk (born 1976) – Baltimore Ravens football player
Andy Bisek (born 1986) – Olympic Greco-Roman wrestler, two-time world bronze medalist
Harry Blackmun § (1908–1999) – Associate Justice of the Supreme Court of the United States
Matt Blair § (1950–2020) – Minnesota Vikings football player
Jason Blake (born 1973) – hockey player for the Anaheim Ducks
John Blatnik (1911–1991) – member of the U.S. Congress
Jerome Blatz – politician
Kathleen A. Blatz (born 1954) – judge and politician
Theodore C. Blegen (1891–1969) – historian and author
Floyd E. Bloom (born 1936) – medical researcher specializing in chemical neuroanatomy
Josh Blue § (born 1978) – comedian
Carol Bly (1930–2007) – short-story writer
Mary Bly (born 1962) – novelist and professor
Robert Bly (born 1926) – writer
Bert Blyleven § (born 1951) – Minnesota Twins baseball player
Eduard Bøckmann (1849–1927) – ophthalmologist, physician and inventor
Haldor Boen § (1846–1936) – member of U.S. Congress
Roman Bohnen (1901–1949) – actor
Greg Boll (born 1960) – politician, activist
Brian Bonin (born 1973) – hockey player
Jeremy Borash (born 1977) – wrestling announcer
Madeleine Bordallo (born 1933) – politician
Lorraine Borg (1923–2006) – All-American Girls Professional Baseball League player
Norman Borlaug § (1914–2009) – agricultural scientist; recipient, 1970 Nobel Peace Prize
Rudy Boschwitz § (born 1930) – U.S. Senator
Lyman Bostock § (1950–1978) – baseball player
Todd Bouman (born 1972) – quarterback for the Jacksonville Jaguars
Kevin Bowe (born 1961) – songwriter, record producer and musician
Lloyd Wheaton Bowers § (1859–1910) – Solicitor General
Gregory A. Boyd (born 1957) – pastor, theologian, author
Joe Brinkman (born 1944) – umpire
Ivar Brogger (born 1947) – actor, The Bold and the Beautiful and Invasion
Herb Brooks (1937–2003) – 1980 Olympics ice hockey coach, Minnesota Golden Gophers coach, Minnesota North Stars coach
Neal Broten (born 1959) – Minnesota North Stars ice-hockey player
Jim Brower (born 1972) – baseball player
Aaron Brown (born 1948) – broadcast journalist
Bill Brown § (1938–2018) – Minnesota Vikings football player
Brianna Brown (born 1979) – actress
Joey Browner § (born 1960) – football player
Brownmark (Brown Mark or Mark Brown) (born 1962) – musician and producer
Bob Bruer § (born 1953) – football player and coach
Tom Brunansky § (born 1960) – Minnesota Twins baseball player
Bobby Bryant § (born 1944) – Minnesota Vikings football player
Rich T. Buckler § (1865–1950) – member of U.S. Congress
Clarence Buckman § (1851–1917) – member of U.S. Congress
Warren E. Burger (1907–1995) – Chief Justice of the United States
Michael C. Burgess (born 1950) – physician and politician
Tom Burgmeier (born 1943) – baseball player
Joseph A. A. Burnquist § (1879–1961) – 19th Governor of Minnesota; 20th Lieutenant Governor of Minnesota
Jerry Burns (1927–2021) – Minnesota Vikings football coach
Tom Burnett (1963–2001) – passenger on United Airlines Flight 93
Pierce Butler (1866–1939) – Associate Justice of the Supreme Court of the United States
Dominique Byrd (born 1984) – football player for the Arizona Cardinals
Thomas R. Byrne – politician
C
Melvin Calvin (1911–1997) – recipient, 1961 Nobel Prize in Chemistry
Karlyn Kohrs Campbell (born 1937) – academic
Gino Cappelletti (born 1934) – former collegiate, AFL and NFL wide receiver
Rod Carew § (born 1945) – Minnesota Twins baseball player
Ron Carey – politician
Arne Carlson § (born 1934) – 37th Governor of Minnesota
Bruce A. Carlson (born 1971) – Commander, Air Force Materiel Command
Curt Carlson (1914–1999) – businessperson (Carlson Companies, Radisson Hotels)
Gretchen Carlson – beauty queen, anchor
John Carlson (born 1984) – tight end for the Arizona Cardinals
Kelly Carlson (born 1976) – actor
Kyle and Lane Carlson (born 1978) – models
Richard Carlson (1912–1977) – actor
Herb Carneal (1923–2007) – Minnesota Twins baseball announcer
David Carr (1956–2015) – journalist for The New York Times
William Leighton Carss § (1865–1931) – member of U.S. Congress
Anthony Carter § (born 1975) – Minnesota Timberwolves basketball player
Kiki Carter (Kimberli Wilson) § (born 1957) – environmental activist, organizer, musician, songwriter, and columnist
Ryan Carter (born 1983) – hockey player for the New Jersey Devils
Jonathan Carver § (1710–1780) – explorer
Bob Casey (1925–2004) – Minnesota Twins public-address announcer
Patrick Casey (born 1978) – writer and actor
Dave Casper (born 1951) – Hall of Fame NFL offensive lineman and tight end, primarily with the Oakland Raiders
James Castle § (1836–1903) – member of U.S. Congress
Tracy Caulkins (born 1963) – swimmer
James M. Cavanaugh § (1823–1879) – member of U.S. Congress
Chelsea Charms (born 1976) – model
Derek Chauvin (born 1976) – former police officer, murderer of George Floyd
Sam Childers § (born 1962) – former gang biker, founder of Angels of East Africa located in Sudan
Leeann Chin – founder of the Leeann Chin Chinese restaurant chain
Tom Chorske (born 1966) – hockey player
Chief Chouneau (William Cadreau) (1888–1946) – baseball player
Victor Christgau (1894–1991) – member of U.S. Congress
Theodore Christianson (1883–1948) – 21st Governor of Minnesota; member of U.S. Congress
Charles A. Christopherson (1871–1951) – politician
Nick Ciola (Dominic Ciola or Caesar) – musician
Moses E. Clapp (1851–1929) – U.S. Senator
Frank Clague § (1865–1952) – member of U.S. Congress
Harlan Cleveland (1918–2008) – Club of Rome member, founding dean for the H. H. Humphrey Institute, politician
Elizabeth Close (1912–2011) – pioneering female architect in Minneapolis
David Marston Clough § (1846–1924) – 13th Governor of Minnesota; 12th Lieutenant Governor of Minnesota
Ben Clymer (born 1978) – hockey player
Cobi (born 1986) – musician
Eddie Cochran (1938–1960) – musician
Diablo Cody § (born 1978) – screenwriter
Ethan Coen (born 1957) – screenwriter, director, producer
Joel Coen (born 1954) – screenwriter, director, producer
William Colby (1920–1996) – director of the CIA
Chris Coleman (born 1961) – politician
Nick Coleman (1950–2018) – columnist
Nick Coleman (1925–1981) – politician
Norm Coleman § (born 1949) – U.S. Senator, Mayor of Saint Paul
Louis L. Collins – 23rd Lieutenant Governor of Minnesota
Mo Collins (born 1965) – comedic actor
William J. Colvill § (1830–1905) – Colonel of the 1st Minnesota Infantry at the battle of Gettysburg, 3rd Minnesota Attorney General
Tom Compton (born 1989) – Atlanta Falcons offensive tackle
Ada Comstock (1876–1973) – educator and President of Radcliffe College
Solomon Comstock § (1842–1933) – member of the U.S. Congress
Chester Adgate Congdon § (1853–1916) – lawyer and capitalist
George Contant (1864 – date of death unknown) – train robber; later lectured against crime
Rachael Leigh Cook (born 1979) – actor, model
Roger Cooper (born 1944) – teacher, politician
Marisa Coughlan (born 1974) – model and actor
Carter Coughlin – football player
Gratia Countryman (1866–1953) – influential librarian
Christopher Cox (born 1952) – chairman, U.S. Securities and Exchange Commission; U.S. representative
Fred Cox § (1938–2019) – Minnesota Vikings football player, inventor of Nerf football
Brian Coyle (1944–1991) – openly gay politician
Christopher J. Cramer – University of Minnesota chemistry professor and vice president for research
Geno Crandall - basketball player with Hapoel Be'er Sheva in the Israeli Basketball Premier League
Seymour Cray § (1925–1996) – founder Cray Research, supercomputer architect, inventor
Joseph Crétin § (1799–1857) – first Roman Catholic bishop of Saint Paul
Ward Cuff (1914–2002) – NFL running back and placekicker
Daunte Culpepper § (born 1977) – former Minnesota Vikings football player
Randall Cunningham § (born 1963) – former Minnesota Vikings football player
Robert E. Cushman Jr. (1914–1985) – Commandant of the Marine Corps
D
Arlene Dahl (1925-2021) – actress
Nicole, Erica and Jaclyn Dahm (born 1977) – models
Craig Dahl (born 1985) – New York Giants football player
Cathee Dahmen (1945–1997) – supermodel in the 1960s and 1970s
Shawn Daivari (born 1984) – professional wrestler
Ian Anthony Dale (born 1978) – actor
Sean Daley (born 1972) – hip-hop artist
Teresa Daly (born 1956) – politician
Chad Daniels (born 1975) – comedian
Billy Dankert – singer-songwriter, drummer
Barry Darsow (born 1959) – professional wrestler
Charles Russell Davis § (1849–1930) – member of U.S. Congress
Cushman Davis (1838–1900) – 7th Governor of Minnesota; U.S. Senator
Ike Davis (born 1987) – first baseman for the Oakland A's
Stuart Davis § (born 1971) – musician and songwriter
Frank A. Day – 13th Lieutenant Governor of Minnesota
Morris Day (born 1957) – musician and composer
Vox Day § (born 1968) – publisher, writer, musician and video game designer
George Dayton (1857–1938) – banker, businessperson
Mark Dayton (born 1947) – former U.S. Senator, 40th Governor of Minnesota
Julia Dean (1878–1952) – actress
Eric Decker (born 1987) – football player
Gary DeCramer (1944–2012) – politician, educator
Midge Decter (born 1927) – neoconservative journalist
Jake Deitchler (born 1989) – Olympic Greco-Roman wrestler
Marguerite De La Motte (1902–1950) – silent film actress
William Demarest (1892–1983) – film and television actor
Dr. Demento (born 1941) – radio personality (aka Barret Eugene Hansen)
Carol Dempster (1901–1991) – actor
Tony Denman (born 1979) – actor
Edward Devitt (1911–1992) – member of U.S. Congress
Kate DiCamillo (born 1964) – children's author
Dez Dickerson (born 1955) – guitarist and singer
Gordon R. Dickson (1923–2001) – author
Jessie Diggins (born 1991) – Olympian, and first American Women to win the cross-country skiing World Cup.
Alan Dinehart (1889–1944) – actor
Richard Dix (1893–1949) – actor
Gil Dobie (1878–1948) – college football coach
Farrell Dobbs (1907–1983) – Trotskyist politician, trade unionist
Tod Dockstader (1932–2015) – composer of electronic music
Pete Docter (born 1968) – director, writer, animator, Up, WALL-E, Monsters, Inc.
William Dodd – historian, American ambassador to Nazi Germany
Chris Doleman (1961–2020) – Minnesota Vikings football player
Ignatius L. Donnelly (1831–1901) – member of U.S. Congress, 2nd Lieutenant Governor of Minnesota, author
Frank Doran – politician
Kelly Doran (born 1957) – businessperson
Michael Doran § (1827–1915) – politician
Marjory Stoneman Douglas (1890–1998) – journalist, writer, feminist, and environmentalist
William O. Douglas (1898–1980) – Associate Justice of the Supreme Court of the United States
Jeffrey Douma – choir director
Julia Duffy (born 1951) – comedic actor
John Lewis Dyer (1812–1901) – pioneering Methodist circuit rider; left Minnesota in 1861 for Colorado
Daniel Greysolon, Sieur du Lhut § (1639–1710) – French explorer
Ryan Dungey (born 1989) – supercross and motocross racer
Mark H. Dunnell § (1823–1904) – member of the U.S. Congress
David Durenberger (born 1934) – U.S. Senator
Richard Dworsky (born 1953) – pianist and composer
Sally Dworsky – singer-songwriter
Bob Dylan (born 1941) – singer-songwriter, musician, poet
Joanell Dyrstad (born 1942) – 43rd Lieutenant Governor of Minnesota
E
Patrick Eaves § (born 1984) – professional hockey player
Charles Eastman § (1858–1939) – Dakota writer, doctor, lobbyist, co-founder of Boy Scouts of America
Adolph Olson Eberhart § (1870–1944) – 17th Governor of Minnesota; 17th Lieutenant Governor of Minnesota
Richard Eberhart (1904–2005) – poet
Tony Eckstein (1923–2009) – politician, veterinarian, veteran
Frank Eddy (1856–1929) – member of U.S. Congress
Linda Eder § (born 1961) – Broadway star and recording artist
Alonzo J. Edgerton § (1827–1896) – U.S. Senator
Jim Eisenreich (born 1959) – Minnesota Twins player
Christian Elder (born 1968) – stock-car driver
Kimberly Elise (born 1967) – actor
David Ellefson (born 1964) – musician
Paul Ellering (born 1953) – professional wrestler
Carl Eller § (born 1942) – Minnesota Vikings football player
John F. Elliott (1920–1991) – professor of metallurgy
Keith Maurice Ellison § (born 1963) – politician
Franklin Ellsworth (1879–1942) – member of U.S. Congress
Gil Elvgren (1914–1980) – American pin-up artist
LaFayette Emmett – politician
Jonette Engan (born 1951) – politician, activist
Siri Engberg – curator of visual arts, Walker Art Center
Ralph Engelstad (1930–2002) – businessperson
Leif Enger – author
Elmer William Engstrom (1901–1984) – engineer
Fred Enke (1897–1985) – college basketball coach
Eric Enstrom – photographer
Matt Entenza (born 1960) – politician, former gubernatorial candidate
Arlen Erdahl (born 1931) – member of the U.S. Congress
Louise Erdrich (born 1954) – novelist, poet, children's author
Bryan Erickson (born 1960) – hockey player
Ethan Erickson (born 1973) – actor, Fashion House
Scott Erickson (born 1968) – Minnesota Twins baseball player
Wendell Erickson (1925–2018) – politician, educator, veteran
Mike Erlandson – politician, corporate executive
Gilbert Esau (1919–2012) – politician, veteran
Helga Estby (1860–1942) – noted for her walk across the United States during 1896
John O. Evjen (1874–1942) – author, church historian and professor of theology
Douglas Ewart § (born 1946) – instrument builder and musician
Eyedea (Mike Averill or Oliver Hart) (1982–2010) – underground rapper
F
Cliff Fagan (1911–1995) – high school basketball referee
Mike Farrell (born 1939) – actor (M*A*S*H)
Mike Farrell (born 1978) – hockey player
Ciatrick Fason § (born 1982) – Minnesota Vikings football player
Chris Faust § (born 1955) – photographer
Tammy Faye Messner (1942–2007) – televangelist, singer
George William Featherstonhaugh § (1780–1866) – explorer
Jay Feely (born 1976) – placekicker for the New York Jets
Trevor Fehrman (born 1981) – actor
Jim Finks § (1927–1994) – Minnesota Vikings and Chicago Bears executive
David Fischer (born 1988) – hockey player
Mardy Fish (born 1981) – tennis player
F. Scott Fitzgerald (1896–1940) – novelist, short story writer
Frances Scott Fitzgerald (1921–1986) – writer, journalist
Larry Fitzgerald (born 1983) – football player
Marcus Fitzgerald (born 1985) – football player
David Flair (born 1979) – professional wrestler
Ric Flair § (born 1949) – professional wrestler
Richard E. Fleming (1917–1942) – sailor
Loren Fletcher § (1833–1919) – member of U.S. Congress
George Floyd (1973–2020) – murder victim
Michael Floyd (born 1989) – football player
Patrick Flueger (born 1983) – actor, The 4400
Thomas Fluharty – illustrator
Harry Flynn § (1933–2019) – Roman Catholic archbishop
Vince Flynn – author
John R. Foley (1917–2001) – politician
Steve Foley (1959–2008) – drummer, member of The Replacements
Henry Fonda § – actor, attended the University of Minnesota; born in Nebraska
John M. Ford § (1957–2006) – science-fiction author and poet
Al Franken § (born 1951) – political humorist, author, radio commentator, U.S. Senator
Thomas Frankson (1869–1939) – lawyer, real estate developer, politician; 22nd Lieutenant Governor of Minnesota
Donald M. Fraser (1924–2019) – mayor of Minneapolis, member of U.S. Congress
James Earle Fraser (1876–1953) – sculptor
Jeff Frazee (born 1987) – hockey player
David Frederickson (born 1944) – politician, farmer, former president of National Farmers Union
Dennis Frederickson (born 1939) – politician, farmer, veteran
Orville Freeman (1918–2003) – 29th Governor of Minnesota, U.S. Secretary of Agriculture
Frederick William Freking (1911–1998) – Roman Catholic Bishop
Bill Frenzel (1928–2014) – member of U.S. Congress
Thomas Friedman (born 1953) – journalist, columnist, author
Lindsay Frost (born 1962) – actor
Daniel Fry (1908–1992) – alien-spaceship passenger
Aurilla Furber (1847–1898) – poet, writer
Allen J. Furlow (1890–1954) – member of U.S. Congress
G
Chad Gable (born 1986) – professional wrestler and former amateur wrestler; competed at 2012 Summer Olympics in Greco-Roman wrestling
Wanda Gág (1893–1946) – author, illustrator
John Gagliardi § (1926–2018) – St. John's College football coach
Greg Gagne § (born 1961) – baseball player
Greg Gagne (born 1948) – professional wrestler
Verne Gagne (1923–2015) – former professional wrestler and amateur wrestler, founder of American Wrestling Association, U.S. alternate at 1948 Olympics in freestyle wrestling
Daniele Gaither (born 1972) – comic actor
Thomas J. Galbraith – politician
Richard Pillsbury Gale (1900–1973) – member of U.S. Congress
William Gallagher (1875–1946) – member of U.S. Congress
Jane Gallop (born 1952) – professor, feminist
Chick Gandil (1887–1970) – baseball player
Roy Alexander Gano (1902–1971) – Vice Admiral, U.S. Navy
Ron Gardenhire § (born 1957) – manager of the Minnesota Twins
Judy Garland (1922–1969) – singer, actor
Lorraine Garland – folk singer and fiddler
Edward R. Garvey § – activist, lawyer, and politician
Mike Garvey (born 1962) – stock-car driver
Charles Gilbert Gates – owned first home air conditioner in the United States in 1914
Larry Gates (1915–1996) – actor
Herbjørn Gausta (1854–1924) – landscape artist
Ron "Boogiemonster" Gerber (born 1968) – disc jockey, pop music historian, and engineer
J. Paul Getty (1892–1976) – entrepreneur, philanthropist, founder of Getty Oil Company
John L. Gibbs – 14th Lieutenant Governor of Minnesota
Tom Gibis (born 1965) – voice actor
Cass Gilbert § (1859–1934) – architect
Tom Gilbert – hockey player
Stan Gilbertson (born 1944) – hockey player
John Gilfillan § (1835–1924) – member of U.S. Congress
Terry Gilliam (born 1940) – actor (Monty Python), writer, director
Sid Gillman (1911–2003) – American football coach
Charles A. Gilman – 9th Lieutenant Governor of Minnesota
Robert R. Gilruth (1913–2000) – aviation and space pioneer
Dan Gladden (born 1957) – Minnesota Twins baseball player
Billy Glaze (1944–2015) – serial killer
Arne Glimcher (born 1938) – art dealer, founder of Pace Gallery, film producer and director
Tony Glover (1939–2019) – musician, music critic
James B. Goetz § (1936–2019) – radio executive and the 38th Lieutenant Governor of Minnesota
William H. Goetzmann § (1930–2010) – historian
Adam Goldberg (born 1980) – NFL tackle/guard
Godfrey G. Goodwin (1873–1933) – member of U.S. Congress
Genevieve Gorder (born 1974) – designer, television personality (Trading Spaces)
Samuel Y. Gordon – 19th Lieutenant Governor of Minnesota
Willis Arnold Gorman § (1816–1876) – lawyer, soldier, politician
Irving I. Gottesman § (1930–2016) – behavior geneticist, psychologist
Billy Graham § (1918–2018) – evangelist, former president of Northwestern College
Moonlight Graham § (1876–1965) – doctor, baseball player
Rod Grams (1948–2013) – U.S. Senator; member of U.S. Congress
Mary GrandPré – illustrator (Harry Potter books)
Bud Grant § (born 1927) – former Minnesota Vikings football coach
Jim "Mudcat" Grant § (1935–2021) – Minnesota Twins baseball player
Peter Graves (Peter Aurness) (1926–2010) – actor (Mission: Impossible television series, Airplane!, 7th Heaven)
Dennis Green (1949–2016) – Minnesota Vikings football coach
Lauren Green (born 1958) – beauty queen, anchor
Steven Greenberg (born 1950) – musician ("Funkytown"), record producer
Robert Grenier (born 1941) – poet
Ingebrikt Grose (1862–1939) – founding president of Concordia College
Joan Growe (born 1935) – former Minnesota Secretary of State
Gabriele Grunewald (1986–2019) – middle-distance runner
Ann Morgan Guilbert (1928–2016) – actress, The Dick Van Dyke Show, The Nanny
Bill Gullickson (born 1959) – baseball player
Gil Gutknecht § (born 1951) – former member of U.S. Congress
Joe Guyon (1892–1971) – Hall of Fame NFL player
Cristian Guzmán § (born 1978) – Minnesota Twins baseball player
H
Tom Hagedorn (born 1943) – member of the U.S. Congress
Ra'Shede Hageman § (born 1990) – football player
Gulbrand Hagen (1864–1919) – newspaper editor and publisher
Harold Hagen (1901–1957) – member of U.S. Congress
Molly Hagan (born 1961) – actress
Camilla Hall (1945–1974) – artist, college trained member of the Symbionese Liberation Army
Darwin Hall § (1844–1919) – member of U.S. Congress
Osee M. Hall § (1847–1914) – member of U.S. Congress
Philo Hall (1865–1938) – politician
Walter Halloran (1921–2005) – priest, chaplain
Kittel Halvorson § (1846–1936) – member of U.S. Congress
C. J. Ham (born 1993) – fullback for the Minnesota Vikings
Trina Hamlin – singer-songwriter
Winfield Scott Hammond § (1863–1915) – 18th Governor of Minnesota; member of U.S. Congress
Brad Hand (born 1990) – pitcher for the Cleveland Indians
Greg Handevidt § (born 1965) – musician, attorney
Alan Hangsleben (born 1953) – hockey player
Dick Hanley (1894–1970) – football player and head coach
Jack Hannahan (born 1980) – third baseman for the Cleveland Indians
Ben Hanowski (born 1990) – professional hockey player
Courtney Hansen (born 1975) – television host and personality, syndicated columnist, author, and actress
Duane Hanson (1925–1996) – post-modern sculptor
Holly Henry (born 1994) – The Voice contestant and musician
Jeff Hanson § (1978–2009) – singer-songwriter, guitarist, and multi-instrumentalist
Poppy Harlow (born 1982) – news anchor, reporter and journalist for Forbes.com and CNN
Brian Harper § (born 1959) – baseball player
Har Mar Superstar (Sean Tillmann) (born 1978) – entertainer
Tim Harmston § – stand-up comedian
Donald Harris (1931–2016) – composer and music teacher
Irving Harris (1910–2004) – businessperson
William H. Harries § (1843–1921) – member of U.S. Congress
Napoleon Harris § (born 1979) – football player
Ryan Harris (born 1985) – football player
Samantha Harris (born 1973) – television hostess, Dancing with the Stars, Entertainment Tonight
Ellen Hart § (born 1949) – mystery novelist
Grant Hart (1961–2017) – musician
Brynn Hartman (Vicki Omdahl) (1958–1998) – actor
Josh Hartnett (born 1978) – actor
Sid Hartman (1920–2020) – sports writer
Jon Hassler (1933–2008) – author
Mike Hatch (born 1948) – attorney general
Brenton G. Hayden – entrepreneur
Bernt B. Haugan (1862–1931) – minister, politician, and temperance leader
Randolph E. Haugan (1902–1985) – editor, author and publisher
Louis J. Hauge Jr. (1924–1945) – sailor
Marty Haugen (born 1950) – composer
Matthew Hauri (born 1996) – musician
Pete Hautman § (born 1952) – novelist
John Hawkes (born 1959) – actor
Joel Heatwole § (1856–1910) – member of U.S. Congress
Mitch Hedberg (1968–2005) – absurdist comic
Bret Hedican (born 1970) – hockey player
Garrett Hedlund (born 1984) – actor
Tippi Hedren (born 1930) – actor
Pudge Heffelfinger (1867–1954) – football player and coach, College Football Hall of Famer
Michael Hegstrand (1957–2003) – professional wrestler
Lawrence Heinemi (born 1943) – professional wrestler
Steve Heitzeg (born 1959) – composer
Luke Helder (born 1981) – pipe bomber
E. J. Henderson – football player
Seantrel Henderson – football player
Skitch Henderson (Lyle Russell Cedric Henderson) (1918–2005) – pianist, conductor, and composer
Ben Hendrickson (born 1981) – baseball player
Darby Hendrickson (born 1972) – hockey player
Curt Hennig (1958–2003) – professional wrestler
Joseph Curtis Hennig – professional wrestler
Larry Hennig – professional wrestler
Father Hennepin § (1626–1705) – explorer
Abigail and Brittany Hensel (born 1990) – conjoined twins
Barton Hepburn (1906–1955) – actor
Don Herbert (1917–2007) – television host
Maureen Herman § (born 1966) – musician
Bryan Hickerson (born 1963) – baseball player
Wally Hilgenberg – football player
George Roy Hill (1921–2002) – film director
James J. Hill § (1838–1916) – railroad tycoon, founder of Great Northern Railway
Peter Himmelman (born 1960) – songwriter
John H. Hinderaker (born 1950) – lawyer, blogger
Larry Hisle § (born 1947) – baseball player
Charles Hoag § (1808–1888) – scholar
Tami Hoag – novelist
Leroy Hoard § (born 1968) – football player
Jamie Hoffmann – baseball player
Tobias Hogan – politician
Joel Hodgson § – comedian and creator of Mystery Science Theater 3000
Einar Hoidale § – member of U.S. Congress
Mary Liz Holberg – politician
William Holcombe § (1804–1870) – first Lieutenant Governor of Minnesota
Perry Greeley Holden (1865–1959) – professor of agronomy
Justin Holl (born 1992) – hockey player
Bill Holm – poet
Paul Holmgren (born 1955) – hockey player
James Hong (born 1929) – actor
Quinton Hooker (born 1995) - basketball player in the Israeli Basketball Premier League
Townsend Hoopes (1922–2004) – soldier
Eric Hoplin – Deputy Chairman of the Republican Party of Minnesota
George A. Hormel § (1860–1946) – founder of Hormel Foods
George "Geordie" Hormel (1928–2006) – musician and recording-studio proprietor
James Hormel (1933–2021) – philanthropist
Jay Catherwood Hormel (1892–1954) – businessman
Aaron Hosack § – football player
Harold Hotelling (1895–1973) – statistician and economist
David Housewright (born 1955) – novelist
Phil Housley (born 1964) – hockey player
Guy V. Howard (1879–1954) – U.S. Senator
Kent Hrbek (born 1960) – baseball player
Lucius Frederick Hubbard § (1836–1913) – 9th Governor of Minnesota
Don Hultz – football player
Ramon Humber – football player
Oliver Humperdink (1949–2011) – wrestling manager
Hubert Humphrey § (1911–1978) – U.S. Senator, Vice President, and presidential candidate
Muriel Humphrey § (1912–1998) – U.S. Senator
Skip Humphrey (born 1942) – Minnesota attorney general
Kris Humphries (born 1985) – power forward for the New Jersey Nets
Torii Hunter § (born 1975) – baseball player
Leonid Hurwicz § (1917–2008) – economist, Nobel laureate
Lloyd Hustvedt (1922–2002) – professor, Norwegian-American scholar
Siri Hustvedt (born 1955) – novelist
Peter Hutchinson (born 1949) – politician and businessperson
I
Sherwood B. Idso – climatologist, ecologist, soil scientist
Tim Irwin – football player
Bill Irwin – professional wrestler
Scott Irwin (1952–1987) – professional wrestler
Doran Isackson (1938–1989) – politician, farmer
Sharon Isbin (born 1956) – classical guitarist
I Self Devine (born 1972) – musician
Ishtakhaba – Lakota chief
Gideon S. Ives – 11th Lieutenant Governor of Minnesota
J
Carl Richard Jacobi (1908–1997) – author
Lawrence R. Jacobs (born 1959) – political scientist
Sada Jacobson (born 1983) – Olympic fencing silver and bronze medalist
Sam Jacobson (born 1975) – basketball player
Jimmy Jam (born 1959) – songwriter, co-founder of Flyte Tyme Productions
Erasmus James (born 1982) – football player
Kathleen Hall Jamieson (born 1946) – professor and author
Harry August Jansen § (1883–1955) – professional magician
Lee Janzen (born 1964) – golfer
Kenny Jay (Kenny Benkowski) (born 1937) – professional wrestler
Sue Jeffers – political activist, radio commentator, businessperson
Claudia Jennings (Mary Eileen Chesterton) (1949–1979) – model and actor
Mason Jennings (born 1975) – pop-folk singer-songwriter
Carl Jensen (1920–1988) – politician, attorney, veteran
Doron Jensen (born 1957) – businessperson
Jim Jensen (1926–1999) – sportswriter
Richard A. Jensen (1934–2014) – author
Diane Jergens (1935–2018) – actor
Herb Joesting (1905–1963) – college and professional American football player
Bob Johnson (1931–1991) – hockey coach
Brad Johnson § (born 1968) – football player
Craig Johnson (born 1972) – hockey player
Dan Johnson (born 1979) – baseball player
Dean Johnson (born 1947) – politician
Dewey Johnson (1899–1941) – member of U.S. Congress
Earl V. Johnson (1913–1942) – aviator
Erik Johnson (born 1988) – hockey player
Gordon Johnson (born 1952) – bass guitarist
Jellybean Johnson (Garry George Johnson) (born 1956) – songwriter, producer and musician
Jim Johnson (born 1962) – hockey player
John Albert Johnson (1861–1909) – 16th Governor of Minnesota
Josh Johnson (born 1984) – baseball player
Magnus Johnson § (1871–1936) – U.S. Senator; member of U.S. Congress
Marcus Johnson (born 1981) – football player
Mark Johnson (born 1957) – hockey player
Mark Steven Johnson (born 1964) – director and screenwriter, Ghost Rider, Daredevil
Marlene Johnson (born 1946) – 42nd Lieutenant Governor of Minnesota
Paul Johnson (1936–2016) – hockey player
Reynold B. Johnson (1906–1998) – inventor and computer pioneer
Ron Johnson – U.S. Senator for Wisconsin
Scott W. Johnson (born 1940) – lawyer, blogger
Spencer Johnson – football player
Tyler Johnson (born 1998) – football player
Lance Johnstone (born 1973) – football player
Frederick McKinley Jones (1893–1961) – inventor, cofounder of Thermo King
Jacques Jones (born 1975) – baseball player
Ray W. Jones – 16th Lieutenant Governor of Minnesota
Tyus Jones (born 1996) – NBA basketball player for the Memphis Grizzlies
Tre Jones - NBA basketball player for the San Antonio Spurs
Bennie Joppru (born 1980) – football player
Cameron Jordan (born 1989) – football player
Steve Jordan § (born 1961) – football player
Carl O. Jorgenson (1881–1951) – politician
Bradley Joseph (born 1965) – composer, pianist, keyboardist
Walter Judd § (1898–1994) – member of U.S. Congress
Jerry Juhl (1938–2005) – television and movie writer, puppeteer
Dan Jurgens (born 1959) – writer and illustrator
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Jim Kaat (born 1938) – baseball player
Timothy M. Kaine (born 1958) – United States Senator from Virginia (2013–), former Governor of Virginia (2006–2010)
John Anthony Kaiser (1932–2000) – Roman Catholic priest killed in Kenya
Henry Kalis (1937–2018) – politician, farmer, veteran
Rick Kamla – NBA TV broadcaster
Joe Kapp (born 1939) – football player
Rich Karlis (born 1959) – football player
Joseph Karth (1922–2005) – member of U.S. Congress
Vincent Kartheiser (born 1979) – actor
Terry Katzman (1955–2019) – producer, sound engineer, archivist, record-store owner
Evan Kaufmann (born 1984) – professional ice hockey player in Germany
Maude Kegg (Ojibwa name Naawakamigookwe) (1904–1996) – writer, folk artist, and cultural interpreter
Tim Kehoe (born 1970) – inventor and author
Garrison Keillor (born 1942) – radio humorist and author (A Prairie Home Companion)
Alexander M. Keith (1928–2020) – judge, politician; 37th Lieutenant Governor of Minnesota
James "J.R." Keller (1907–1972) – politician, farmer, contractor
Melissa Keller (born 1979) – model and actress
Oscar Keller (1878–1927) – member of U.S. Congress
Rachel Keller (born 1991) – actress, Fargo
Wade Keller – columnist
Devin Kelley – actress, The Chicago Code
John Edward Kelley § (1853–1941) – South Dakota politician
Steve Kelley (born 1953) – politician
Frank Kellogg § (1856–1937) – U.S. Senator, U.S. Secretary of State, Kellogg-Briand Pact
Randy Kelly (born 1950) – politician
Tom Kelly (born 1950) – baseball coach
Linda Kelsey (born 1946) – actor
Mark Kennedy (born 1957) – former member of U.S. Congress
Elizabeth Kenny § (1880–1952) – nurse, discovered revolutionary treatment for polio
George Keogan (1890–1943) – basketball coach
Ancel Keys (1904–2004) – nutritionist
Leonard Kibrick (1924–1993) – child actor
Sidney Kibrick (born 1928) – child actor
Jefferson P. Kidder § (1815–1883) – lawyer and jurist
Dana Kiecker (born 1961) – baseball player
Andrew Kiefer § (1832–1904) – member of U.S. Congress
Mary Kiffmeyer (born 1946) – Minnesota Secretary of State
Craig Kilborn (born 1962) – television personality
John N. Kildahl (1857–1920) – Lutheran church minister, author and educator
Harmon Killebrew § (1936–2011) – baseball player
Ward Kimball (1914–2002) – animator, musician
Charles Kimbrough (born 1936) – actor
William S. King § (1828–1900) – member of U.S. Congress
William W. Kingsbury § (1828–1892) – politician
Sheila Kiscaden – politician
Jeremy James Kissner (born 1985) – actor
Norman Kittson § (1814–1888) – businessperson, politician
Trent Klatt (born 1971) – hockey player
Kurt Kleinendorst (born 1960) – hockey coach
Scot Kleinendorst (1960–2019) – hockey player
Jim Kleinsasser § (born 1977) – football player
John Kline § (born 1947) – member of U.S. Congress
Amy Klobuchar (born 1960) – U.S. Senator
Chuck Klosterman (born 1972) – writer
Chris Kluwe § (born 1981) – football player
T. R. Knight (born 1973) – actor
Chuck Knoblauch § (born 1968) – baseball player
Chris Knutson – stand-up comedian
Coya Knutson § (1912–1996) – member of U.S. Congress
Harold Knutson § (1880–1953) – member of U.S. Congress
Paul Koering (born 1964) – politician; rare openly gay Republican
Spider John Koerner (born 1938) – musician
Nikita Koloff (born 1959) – professional wrestler
Jerry Koosman (born 1942) – baseball player
Charlie Korsmo § (born 1978) – actor
Corey Koskie § (born 1973) – baseball player
Kristina Koznick – downhill skier, Olympian
Tommy Kramer § (born 1955) – football player
Herbert Arthur Krause (1905–1976) – American historian
Paul Krause § (born 1942) – football player
Peter Krause (born 1965) – actor
Richard E. Kraus § (1925–1944) – sailor
Mitch Krebs – anchor
Joan B. Kroc (1928–2003) – philanthropist
Pat Kronebusch (1927–2004) – politician, educator
Helen Barbara Kruger (1913–2006) – entrepreneur
Robert T. Kuhn (born 1937) – Lutheran minister
Bernie Kukar – National Football League referee
William F. Kunze (1872–1962) – banker, politician
Tom Kurvers (1962–2021) – hockey player
Ole J. Kvale § (1869–1929) – member of U.S. Congress
Paul John Kvale § (1896–1940) – member of U.S. Congress
Ben Kyle § (born 1981) – musician, songwriter
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James D. La Belle (1924–1945) – sailor
Manuel Lagos (born 1971) – soccer player
Ann Landers (1918–2002) – columnist for Minneapolis Star Tribune; birth name Eppie Lederer
Lenny Lane (born 1970) – professional wrestler
Odin Langen (1913–1976) – member of U.S. Congress
Jessica Lange (born 1949) – actor
Jim Lange (1932–2014) – television host
Jamie Langenbrunner (born 1975) – hockey player
Josh Langfeld (born 1977) – hockey player
Katherine Lanpher (born 1959) – radio personality, journalist
Gene Larkin (born 1962) – baseball player
Erik Larsen (born 1962) – comic-book writer, artist, and publisher
Gary Larsen (born 1942) – football player
Oscar Larson § (1871–1957) – member of U.S. Congress
Reed Larson (born 1956) – hockey player
George Latimer § (born 1935) – politician
Roger Laufenburger (1921–2001) – politician, radio announcer, insurance agent
Tom Laughlin (1931–2013) – actor
James Laurinaitis (born 1986) – football player
Trevor Laws § (born 1985) – football player
Matt Lawton § (born 1971) – baseball player
Bernie Leadon (born 1947) – musician
Carrie Lee – beauty queen
Carl Lee – football player
Tammy Lee (born 1971) – businessperson and politician
Pinky Lee (1907–1993) – actor and star of The Pinky Lee Show
Sunisa Lee (born 2003) – Olympic gold medalist
James LeGros (born 1962) – actor
Tom Lehman (born 1959) – golfer
John D. LeMay (born 1962) – actor
Greg LeMond (born 1961) – Tour de France winner
Brock Lesnar § (born 1977) – professional wrestler, folkstyle wrestler, and UFC fighter
Meridel Le Sueur § (1900–1996) – writer
Jon Leuer (born 1989) – basketball player for the Detroit Pistons
Harold LeVander § (1910–1992) – 32nd Governor of Minnesota
David Levin – singer-songwriter
Mark LeVoir (born 1982) – offensive tackle for the New England Patriots
Len Levy (1921–1999) – American football player and professional wrestler
Bob Lewis (1924–2006) – businessperson, champion race horse owner
Sinclair Lewis (1885–1951) – Nobel Prize-winning novelist
Terry Lewis § (born 1956) – songwriter, co-founder of Flyte Tyme Productions
Walter Liggett (1886–1935) – journalist, newspaper editor
C. Walton Lillehei (1918–1999) – doctor who performed first open heart surgery
John Lind § (1854–1930) – 14th Governor of Minnesota; member of U.S. Congress
Bruce Lindahl (1919–2014) – Minnesota legislator
Terrance Lindall (born 1944) – artist
Mike Lindell (born 1961) – My Pillow inventor and advisor to President Trump
Charles August Lindbergh, Sr. § (1859–1924) – member of U.S. Congress
Charles Lindbergh § (1902–1974) – aviator, first non-stop solo flight across the Atlantic Ocean
Gottfrid Lindsten 29th Lieutenant Governor of Minnesota
Chris Liwienski – football player
Charles M. Loring (1833–1922) – Minneapolis businessman, civic leader, "Father of Park System"
Maud Hart Lovelace (1892–1980) – author
Kirk Lowdermilk – football player
Cal Ludeman (born 1951) – politician, state commissioner, farmer
Ernest Lundeen § (1878–1940) – U.S. Senator; member of U.S. Congress
Bob Lurtsema – football player
Bill Luther (born 1945) – member of U.S. Congress
David Lykken (1928–2006) – behavioral geneticist and Professor Emeritus of Psychology and Psychiatry
Joseph Lykken (born 1957) – physicist
Dorothy Lyman (born 1947) – actor, director, and producer
Kelly Lynch (born 1959) – actor
Reggie Lynch (born 1994) - basketball player for Bnei Herzliya of the Israeli Basketball Premier League
Audra Lynn (born 1980) – model and actor
Jerry Lynn (born 1963) – professional wrestler
M
Melvin Maas (1898–1964) – member of U.S. Congress
John L. MacDonald § (1838–1903) – member of U.S. Congress
Clark MacGregor (1922–2003) – member of U.S. Congress
Mary Mack § (born 1975) – stand-up comedian
Catharine MacKinnon (born 1946) – legal scholar
George MacKinnon (1906–1995) – member of U.S. Congress
Cornell MacNeil – singer
Myles Mace (1911–2000) – Harvard Business School professor
Shane Mack § (born 1963) – baseball player
John Madden (1936-2021) – football coach and commentator
Chris Maddock – stand-up comedian
Amos Magee (born 1971) - soccer player, coach, and front office
Clarence R. Magney (1883–1962) – judge
Warren G. Magnuson (1905–1989) – politician
Tom Malchow (born 1976) – swimmer
Mark Mallman (born 1973) – musician
George Mann (1918–1984) – politician, farmer
Paul Manship (1885–1966) – sculptor
John Mariucci (1916–1987) – hockey coach
Roger Maris (1934–1985) – baseball player
Sharon Marko – politician
June Marlowe (1903–1984) – actor
Kelli Maroney – actress, Ryan's Hope, One Life to Live
Forrest Mars, Sr. (1904–1999) – CEO, Mars, Inc., creator of M&M's
Frank Mars (1883–1934) – founder of Mars, Inc., creator of Milky Way candy bar
E. G. Marshall (1914–1998) – actor
Fred Marshall (1906–1985) – member of U.S. Congress
Jim Marshall § (born 1937) – football player
William Rainey Marshall § (1825–1896) – 5th Governor of Minnesota
Theodore Marston (1868–1920) – film director and writer
Billy Martin § (1928–1989) – baseball coach
Homer Dodge Martin § (1836–1897) – painter
Paul Martin (born 1981) – hockey player
James Martinez (born 1958) – Olympic bronze medalist in Greco-Roman wrestling
John Marty – politician
Brownie Mary (Mary Jane Rathbun) (1922–1999) – baker
Bob Mason (born 1961) – hockey player
Shirley Ardell Mason (1923–1998) – abuse victim
Tommy Mason (1939–2015) – football player
Bethanie Mattek-Sands (born 1985) – professional tennis-player
Mark Mattson (born 1957) – neuroscientist
Gene Mauch § (1925–2005) – baseball manager
Joe Mauer (born 1983) – Minnesota Twins baseball player
John Mayasich (born 1933) – hockey player
Wendy Maybury – stand-up comedian
Charles Horace Mayo (1865–1939) – doctor, co-founder of the Mayo Clinic
William J. Mayo (1861–1939) – doctor, co-founder of the Mayo Clinic
William Worrall Mayo § (1819–1911) – doctor, head of St. Mary's Hospital
Joe Mays (born 1975) – baseball player
Ryan McCartan (born 1993) – actor
Eugene McCarthy (1916–2005) – U.S. Senator; presidential candidate; member of U.S. Congress
Kevin McCarthy (1914–2010) – actor
James McCleary § (1853–1924) – member of U.S. Congress
Fancy Ray McCloney – stand-up comedian
Betty McCollum (born 1954) – member of U.S. Congress
Ed McDaniel – football player
Randall McDaniel (born 1964) – football player
James E. McDonald (1920–1971) – physicist
Denis McDonough (born 1969) – White House Chief of Staff
Heather McElhatton – writer, reporter, and radio host
Hugh McElhenny § (1928–2022) – football player
Margaret McFadden (1870–1932) – community leader
Bobby McFerrin § (born 1950) – jazz singer
Andrew Ryan McGill § (1840–1905) – 10th Governor of Minnesota
Kevin McHale (born 1957) – basketball player
Bethany McLean (born 1971) – author
John McMartin (1929–2016) – actor
Samuel J. R. McMillan § (1826–1897) – judge, U.S. Senator
Audray McMillian – football player
Lesley J. McNair (1883–1944) – soldier
Graham McNamee (1888–1942) – broadcaster
Dugan McNeill – guitarist
Pamela McNeill – singer-songwriter
Marcia McNutt – geophysicist, National Academy of Sciences president
Samuel Medary § (1801–1864) – politician, 3rd Governor of Minnesota Territory
Niko Medved (born 1973) - college basketball coach
Ralph Meeker (Ralph Rathgeber) (1920–1988) – actor
Mike Menning (born 1945) – politician, businessman, minister
William Rush Merriam § (1849–1931) – 11th Governor of Minnesota
Jeremy Messersmith § – musician
James Metzen (1943–2016) – politician
Breckin Meyer (born 1974) – actor
Joe Micheletti (born 1954) – hockey player
Doug Mientkiewicz (born 1974) – baseball player
Boris Mikšić (born 1948) – Croatian-born businessman and politician
Keith Millard (born 1962) – football player
Archie H. Miller – 32nd Lieutenant Governor of Minnesota
Clarence B. Miller (1872–1922) – member of U.S. Congress
Joey Miller (born 1985) – stock-car driver
Stephen Miller § (1816–1881) – 4th Governor of Minnesota
Worm Miller (born 1978) – writer, director, and actor
Kate Millett (1934–2017) – feminist and writer
Larry Millett (born 1947) – journalist and author
Tommy Milton (1893–1962) – race car driver
Don Mincher (1938–2012) – baseball player
David Minge (born 1942) – former member of U.S. Congress, state appeals court judge
William D. Mitchell (1874–1955) – U.S. Attorney General
Roger Moe (born 1944) – politician
Don Moen (born 1950) – worship leader and president of Hosanna! Music
Mother Alfred Moes § (1828–1899) – founder of St. Mary's Hospital
Paul Molitor (born 1956) – baseball player, manager
Carol Molnau (born 1949) – 46th Lieutenant Governor of Minnesota
Dorothy Molter (1907–1986) – entrepreneur
Eleanor Mondale (1960–2011) – television host, daughter of Walter Mondale
Joan Mondale § (1930–2014) – second lady of the United States
Walter Mondale (1928–2021) – Vice President of the United States, U.S. Senator
Robert Mondavi (1913–2008) – winemaker
Warren Moon (born 1956) – football player
Freddy Moore (born 1950) – songwriter
Mewelde Moore (born 1982) – football player
Tom Moore (born 1938) – senior offensive assistant for the Indianapolis Colts
Mike Morin (born 1991) – baseball player
Jack Morris (born 1955) – baseball player
Robert P. Morris § (1853–1924) – member of U.S. Congress
Dorilus Morrison § (1814–1898) – politician
Greg Mortenson – activist
Marnie Mosiman – actor, singer
Randy Moss § (born 1977) – football player
Mee Moua § (born 1969) – politician
Bob Mould § (born 1960) – musician
John Edward Mower § (1815–1879) – businessperson, politician
Karl Mueller (1963–2005) – musician
Peter Mueller (born 1988) – hockey player
Mark Mullaney – football player
Biggie Munn (1908–1975) – football player and coach
Adolph Murie (1899–1974) – biologist, author
Diana E. Murphy (1934–2018) – judge
Willie Murphy (1943–2019) – musician
Rick Mystrom – politician
N
Arthur Naftalin § (1917–2005) – politician
Ellen Torelle Nagler (1870–1965) – biologist, non-fiction writer
Bronko Nagurski § (1908–1990) – football player, professional wrestler
Peter Najarian § (born 1963) – options trader, television personality for CNBC
Joe Nathan (born 1974) – baseball player
Noel Neill (1920–2016) – actor
LeRoy Neiman (1921–2012) – sports artist
Ancher Nelsen (1904–1992) – 34th Lieutenant Governor of Minnesota; member of U.S. Congress
Arthur E. Nelson (1892–1955) – U.S. Senator
Cindy Nelson (born 1955) – alpine skier
Darrin Nelson (born 1959) – football player
Ken G. Nelson (born 1936) – former Minnesota state representative
George Nelson § (born 1950) – astronaut
Holly Nelson – poet, politician
Knute Nelson § (1843–1923) – 12th Governor of Minnesota; U.S. Senator; member of U.S. Congress
Roy Nelson (1905–1956) – cartoonist
Steve Nelson (born 1951) – football player for the New England Patriots
Pat Neshek § (born 1980) – relief pitcher for the Minnesota Twins
Tom Netherton (1947–2018) – singer
Graig Nettles § (born 1944) – baseball player
Ernie Nevers (1902–1976) – Hall of Fame football player
Walter Newton (1880–1941) – member of U.S. Congress
Joseph Nicollet § (1786–1843) – explorer
Tom Niedenfuer (born 1959) – baseball player
Matt Niskanen (born 1986) – hockey player
Richard Nolan (born 1943) – member of U.S. Congress
William I. Nolan (1874–1943) – 24th Lieutenant Governor of Minnesota; member of U.S. Congress
Gena Lee Nolin (born 1971) – actress and model, Baywatch, Sheena
John Nord (born 1959) – professional wrestler
Michele Norris – radio journalist
William Norris § (1911–2006) – CEO Control Data
Lauris Norstad (1907–1988) – general, commander of NATO forces
Daniel S. Norton § (1829–1870) – U.S. Senator
Eunice Norton (1908–2005) – pianist
Greg Norton (born 1959) – musician, chef
Scott Norton (born 1961) – professional wrestler
Frank Nye § (1852–1935) – member of U.S. Congress
O
Tim O'Brien (born 1946) – author
Mac O'Grady (born 1951) – golfer
Joseph P. O'Hara (1895–1975) – member of U.S. Congress
Michael O'Leary (born 1958) – actor
Jim Oberstar (1934–2014) – member of U.S. Congress
Tim Ocel – director
Willie Offord (born 1978) – football player
"Mean Gene" Okerlund (1942–2019) – professional wrestling interviewer and announcer
Kyle Okposo (born 1988) – hockey player
Tony Oliva § (born 1938) – baseball player
Alec G. Olson (born 1930) – member of U.S. Congress; 40th Lieutenant Governor of Minnesota
Earl B. Olson (1915–2006) – founder of the Jennie-O Turkey company
Floyd B. Olson (1891–1936) – 22nd Governor of Minnesota
Greg Olson (born 1960) – baseball player
Howard Olson (1937–1996) – politician, farmer
John Olson (1906–1981) – politician, farmer
Katy Olson (1928–2011) – politician, farmer
Kenneth L. Olson (1945–1968) – Vietnam War veteran
Mark Olson (1943–2018) – member of the Board of Governors of the U.S. Federal Reserve
Sigurd Olson (1899–1982) – environmentalist
Ilhan Omar § – politician
Norman J. Ornstein – political scientist
Dave Osborn – football player
T.J. Oshie § – hockey player
Laura Osnes (born 1985) – actor, singer
Peter Ostroushko (1953–2021) – violinist
Rebecca Otto (born 1963) – politician, 18th state auditor
P
Alan Page § (born 1945) – football player and Minnesota Supreme Court justice
John U. D. Page (1903–1950) – soldier
Doug Pagitt – religion author
Floyd Palmer (born 1943) – businessperson
Carl Panzram (1891–1930) – serial killer, author
George Andreas Papandreou (born 1952) – Greek politician
Bob Paradise (born 1944) – hockey player
Alex Pareene – editor-in-chief of Gawker
Zach Parise (born 1984) – hockey player
Robert Ezra Park § (1864–1944) – urban sociologist
Bradford Parkinson (born 1935) – father of the Global Positioning System
Gordon Parks § (1912–2006) – photographer
Emory Parnell (1892–1979) – actor
Nancy Parsons (1942–2001) – actor
Camilo Pascual (born 1934) – baseball player
Brandon Paulson (born 1973) – Olympic silver medalist in Greco-Roman wrestling
Gary Paulsen (born 1939) – author
Jeno Paulucci – founder of Jeno's Frozen Pizza, Chun King Corporation, and Luigino's
Mary Pawlenty – judge, first lady of the state
Tim Pawlenty (born 1960) – 39th Governor of Minnesota
Barbara Payton (1927–1967) – actor
Pat Peake (born 1973) – hockey player
Westbrook Pegler (1894–1969) – journalist and writer
Mary Jo Pehl – actor, broadcaster, and writer
Tim Penny (born 1951) – member of U.S. Congress
Glen Perkins (born 1983) – baseball player
Rudy Perpich (1928–1995) – 34th and 36th Governor of Minnesota; 39th Lieutenant Governor of Minnesota
Jim Perry § (born 1935) – baseball player
Melissa Peterman (born 1970) – actor
Christian T. Petersen – board game designer and founder of Fantasy Flight Games
Hjalmar Petersen § (1890–1968) – 23rd Governor of Minnesota; 28th Lieutenant Governor of Minnesota
Aaron Peterson – politician
Barbara Peterson – Miss USA 1976
Collin Peterson (born 1944) – member of U.S. Congress
Darrel Peterson (1939–1994) – politician, farmer
Paul Peterson (St. Paul) – musician
Wayne Peterson (1925–2021) – composer, Pulitzer Prize winner
Jake Petricka (born 1988) – baseball player
Anna Augusta Von Helmholtz-Phelan – professor, author
William Wallace Phelps § (1826–1873) – member of U.S. Congress
Reynold Philipsek (born 1952) – musician
Arthur Phillips (born 1969) – author
Don Piccard (1926–2020) – balloonist
Jean Piccard § (1884–1963) – organic chemist, balloonist
Jeannette Piccard § (1895–1981) – teacher, balloonist, priest
Justin Pierre (born 1976) – musician
Janelle Pierzina (born 1980) – actor, model
Bernard Pietenpol (1901–1984) – mechanic, aircraft designer
Zebulon Montgomery Pike § (1779–1813) – explorer
John S. Pillsbury § (1828–1901) – founder of Pillsbury, 8th Governor of Minnesota
Chellie Pingree (born 1955) – politician
Robert M. Pirsig § (1928–2017) – author, philosopher
William Pittenger § (1885–1951) – member of U.S. Congress
Mike Ploog (born 1942) – storyboard and comic-book artist
Henry Stanley Plummer (1874–1937) – physician
Mortimer Plumtree (born 1969) – former actor and professional wrestling manager
Shjon Podein (born 1968) – hockey player
Henry Poehler § (1833–1912) – member of U.S. Congress
Carl Pohlad § (1915–2009) – billionaire, baseball owner and philanthropist
Joe Polo (born 1982) – curler and Olympic bronze medalist
Olivia Poole (1889–1975) – inventor
P.O.S – rapper
Vic Power § (1927–2005) – baseball player
Chris Pratt (born 1979) – actor, Everwood, Parks and Recreation
Tom Preissing § (born 1978) – hockey player
Amber Preston § – stand-up comedian
Jacob Aall Ottesen Preus § (1883–1961) – 20th Governor of Minnesota
Jacob Aall Ottesen Preus II (1920–1994) – Lutheran minister
Prince (full name Prince Rogers Nelson) (1958–2016) – singer-songwriter, actor, composer
Pat Proft (born 1947) – comedy writer and actor
Joel Przybilla (born 1979) – basketball player
Kirby Puckett § (1960–2006) – Baseball Hall of Famer
George Putnam (1914–2008) – television host
Herbert Putnam § (1861–1955) – Librarian of Congress
William S. Pye (1880–1959) – Admiral, U.S. Navy
Q
Becky Quick (born 1972) – co-anchorwoman of CNBC's Squawk Box
Al Quie (1923–2023) – 35th Governor of Minnesota; member of U.S. Congress
Frank Quilici § (1939–2018) – baseball player
Robb Quinlan (born 1977) – baseball player
R
Brian Raabe (born 1967) – baseball player
Brad Radke (born 1972) – baseball player
Pedro Ramos (born 1935) – baseball player
Alexander Ramsey § (1815–1903) – 2nd Governor of Minnesota; U.S. Senator
Jim Ramstad § (1946–2020) – member of U.S. Congress
John Randle (born 1967) – football player
Ralph Rapson § (1914–2008) – architect
Baron von Raschke § (born 1940) – professional wrestler
Ahmad Rashad (born 1949) – football player
Erik Rasmussen (born 1977) – hockey player
Edwin W. Rawlings (1904–1997) – chief executive officer, General Mills; USAF General (Ret.)
Dave "Snaker" Ray (1943–2002) – musician
Jeff Reardon (born 1955) – baseball player
Harry Reasoner § (1923–1991) – television journalist
Jake Reed (born 1967) – football player
Oscar Reed – football player
Rich Reese (born 1941) – baseball player
Olli Rehn (born 1962) – European Commissioner for Enlargement and European Neighbourhood Policy
Ember Reichgott Junge – attorney, radio host, and politician
Chris Reitsma (born 1977) – baseball player
Earl Renneke (1928–2021) – politician, farmer
Rip Repulski (1927–1993) – baseball player
Michael Restovich (born 1979) – baseball player
Patrick Reusse – sports writer
Brad Rheingans (born 1953) – former professional wrestler and amateur wrestler; Greco-Roman wrestler for USA at two Olympic Games
Albert E. Rice (1845–1921) – banker, newspaperman, legislator, and the 10th Lieutenant Governor of Minnesota
Edmund Rice § (1819–1889) – member of U.S. Congress
Henry Mower Rice § (1816–1894) – U.S. Senator
Todd Richards – head coach of the NHL's Columbus Blue Jackets
Kaylin Richardson – downhill skier, Olympian, Nor-Am Champion, US National Champion, World Champion
William B. Richardson – acting Lieutenant Governor of Minnesota (1936–1937)
Nate Richert (born 1978) – actor
Carl W. Riddick (1872–1960) – member of U.S. Congress
Beth Riesgraf (born 1978) – actress
Martha Ripley § (1843–1912) – physician; founder, Maternity Hospital in Minneapolis
Mark Ritchie (born 1951) – Minnesota Secretary of State
Laila Robins (born 1959) – actress
Jay Robinson (born 1946) – Olympic Greco-Roman wrestler and former University of Minnesota wrestling coach
Koren Robinson – football player
Marcus Robinson (born 1975) – football player
Robyne Robinson – newscaster
Stacy Robinson – football player
Svend Robinson (born 1952) – Canadian politician
Rafael Rodriguez – boxer
Brian Rogowski (born 1970) – professional wrestler
Todd Rohloff (born 1974) – hockey player
Rich Rollins (born 1938) – baseball player
Karl Rolvaag (1913–1990) – 31st Governor of Minnesota; 36th Lieutenant Governor of Minnesota
Ole Rolvaag § (1876–1931) – novelist
Richard Rood (1958–1999) – professional wrestler, best known by his ringname "Ravishing" Rick Rude
Mike Rosenthal – football player
Marion Ross (born 1928) – actor
Coleen Rowley (born 1954) – former FBI agent and whistleblower; candidate for Congress in the 2nd District of Minnesota
Dwayne Rudd (born 1976) – football player
Donald Eugene Rudolph, Sr. (c. 1921–2006) – soldier
Jane Russell (1921–2011) – film actress
Elmer Ryan (1907–1958) – member of U.S. Congress
R. T. Rybak (born 1955) – politician, newspaper editor
Winona Ryder (born 1971) – actor
S
Dwight M. Sabin § (1843–1902) – U.S. Senator
Martin Olav Sabo § (1938–2016) – former member of U.S. Congress
Saint Dog (Steven Thronson) – rapper from Chisholm, Minnesota; member of the hip-hop group Kottonmouth Kings
Harrison Salisbury (1908–1993) – journalist
Zak Sally – musician
Ralph Samuelson (1903–1977) – inventor of water skiing, first water-ski jumper and speed skier
John B. Sanborn (1826–1904) – Union Army General, state legislator
John B. Sanborn Jr. (1883–1964) – Eighth Circuit Court of Appeals Judge
Michael J. Sandel (born 1953) – political philosopher, Harvard professor
Charlie Sanders (born 1979) – actor
Tony Sanneh (born 1971) – soccer player
Johan Santana (born 1979) – baseball player
Gary Sargent (born 1954) – hockey player
Gloria Sawai (Gloria Ruth Ostrem) (1932–2011) – author of fiction
Thomas D. Schall § (1878–1935) – U.S. Senator; member of U.S. Congress
Dan Schlissel § (born 1970) – record producer, founder of Stand Up! Records and -ismist Recordings
Bruce Schneier (born 1963) – founder and chief technology officer, Counterpane Internet Security
Henry Schoolcraft § (1793–1864) – explorer
Charles M. Schulz (1922–2000) – cartoonist
Richard M. Schulze (born 1940) – founder and chairman, Best Buy
Mae Schunk § (born 1934) – 45th Lieutenant Governor of Minnesota
Kathryn Leigh Scott (Kathryn Kringstad) (born 1945) – author, actor
Seann William Scott (born 1976) – actor
Todd Scott – football player
Briana Scurry (born 1971) – soccer player
Richard Warren Sears (1863–1914) – co-founder, Sears, Roebuck and Company
Mitch Seavey – dog musher
Jerry Seeman – NFL referee and Director of Officiating
Robert Seguso (born 1963) – tennis player
Aaron Sele (born 1970) – baseball player
Conrad Selvig (1877–1953) – member of U.S. Congress
Lyle Sendlein (born 1984) – football player
Joe Senser – football player
Marty Sertich (born 1982) – hockey player
Brian Setzer § – musician
Eric Sevareid § (1912–1992) – television journalist
Stephen Shadegg (1909–1990) – political consultant in Phoenix, Arizona; born in Minneapolis
Kyle Shanahan (born 1979) – football coach
Eddie Sharkey – wrestling coach
Darren Sharper (born 1975) – football player
Clark Shaughnessy (1892–1970) – football coach
Sam Shepard – actor and playwright; lived in Stillwater, Minnesota, with partner Jessica Lange
Marcus Sherels – football player
Sean Sherk (born 1973) – mixed martial artist and former UFC Lightweight Champion
Charles D. Sherwood – 4th Lieutenant Governor of Minnesota
James Shields § (1810–1879) – U.S. Senator
Henrik Shipstead (1881–1960) – U.S. Senator
Francis Shoemaker (1889–1958) – member of U.S. Congress
BeBe Shopp (born 1930) – Miss America 1948
Bob Short (1917–1982) – owner of sports teams and politician
Henry Hastings Sibley § (1811–1891) – first Governor of Minnesota
Christopher Sieber (born 1969) – actor
Dick Siebert § (1912–1978) – college baseball coach
Gerry Sikorski (born 1948) – member of U.S. Congress
Clifford D. Simak § (1904–1988) – science-fiction writer
Richard Simmons (1913–2003) – actor
George Sitts – convicted murderer
Slug (born 1973) – rapper
Roy Smalley § (born 1952) – baseball player
Jack Smight (1925–2003) – film director
Bruce Smith (1920–1967) – football player; winner, Heisman Trophy
Chad Smith (born 1961) – drummer, Red Hot Chili Peppers
Craig Smith (born 1974) – college basketball coach
Edward Everett Smith – 18th Lieutenant Governor of Minnesota
George Ross Smith (1864–1952) – member of U.S. Congress
Larry H. Smith (1939–2002) – hockey player
Lyndon Ambrose Smith – 15th Lieutenant Governor of Minnesota
Onterrio Smith § (born 1980) – football player
Phillips Waller Smith (1906–1963) – U.S. Air Force Major General
Raonall Smith (born 1978) – football player
Regan Smith § (born 2002) – Olympic swimmer
Robert Smith § (born 1972) – football player
Wyatt Smith (born 1977) – hockey player
Fred Smoot § (born 1979) – football player
Josiah Snelling § (1782–1828) – first commander of Fort Snelling
Samuel Snider § (1845–1928) – member of U.S. Congress
Zach Sobiech (1995–2013) – musician
Ben Sobieski (born 1979) – football player
Konrad K. Solberg – 27th Lieutenant Governor of Minnesota
Kathleen Soliah § (born 1947) – member of the Symbionese Liberation Army
Gordon Solie (Francis Jonard Labiak) (1929–2000) – wrestling announcer
Sammy Solis – baseball player
Jesse Solomon – football player
Spenser J. Somers § (1972–1990) – author
Rich Sommer § (born 1978) – actor
Stephen Sommers § (born 1962) – director
Gale Sondergaard (1899–1985) – Academy Award-winning actress (1936)
John Sontag (1861–1893) – outlaw, born in Mankato
Kevin Sorbo (born 1958) – actor
Richard K. Sorenson (1924–2004) – sailor
Alec Soth (born 1969) – photographer
Ann Sothern § (1909–2001) – actress
Matt Spaeth – football player
Allan Spear § (1937–2008) – state legislator and president of the Minnesota Senate
LaVyrle Spencer – romance novelist
Lili St. Cyr (Willis Marie Van Schaack) (1918–1999) – ecdysiast
Paul St. Peter (also known as George C. Cole and Francis C. Cole) (born 1958) – voice actor
Joan Staley (1940–2019) – actor
Arlan Stangeland § (1930–2013) – member of U.S. Congress
Maurice Stans (1908–1998) – U.S. secretary of commerce
Frank Starkey (1892–1968) – member of U.S. Congress
Harold Stassen (1907–2001) – 25th Governor of Minnesota
Ozora P. Stearns § (1831–1896) – U.S. Senator
Franklin Steele § (1813–1880) – early settler of St. Anthony, Minnesota
Halvor Steenerson § (1852–1926) – member of U.S. Congress
Andy Steensma (born 1942) – farmer, mayor, politician
Heidemarie M. Stefanyshyn-Piper (born 1963) – astronaut
Will Steger (born 1944) – polar explorer
Terry Steinbach (born 1962) – Major League Baseball player
Helen Stenborg (1925–2011) – actor
Phil Sterner (born 1960) – politician
Cliff Sterrett – cartoonist
Todd Steussie – football player
Frederick Stevens § (1861–1923) – member of U.S. Congress
John H. Stevens – § (1820–1900) first civilian (non-indigenous) resident of Minneapolis
Gable Steveson (born 2000) - wrestler for the University of Minnesota, 2020 Summer Olympics gold medalist in Men's Freestyle 125 kg
Jacob H. Stewart § (1829–1884) – member of U.S. Congress
Kenny Stills (born 1992) – wide receiver for the Miami Dolphins
Bob Stinson (Robert Neil Stinson) (1959–1995) – musician
Tommy Stinson (born 1966) – musician
Carl Stockdale (1874–1953) – actor
Cal Stoll (1923–2000) – former coach, Wake Forest, University of Minnesota football
Erik Stolhanske (born 1968) – comedian
Horace B. Strait § (1835–1894) – member of U.S. Congress
Korey Stringer § (1974–2001) – football player
Eric Strobel (born 1958) – hockey player; 1980 Miracle on Ice hockey-team member
Chris Strouth (born 1968) – musician, producer, writer and filmmaker
Mike Stuart (born 1980) – hockey player
Scott Studwell – football player
John Stumpf – chairman and chief executive officer, Wells Fargo
Terrell Suggs – football player
George H. Sullivan – 21st Lieutenant Governor of Minnesota
Clinton Sundberg – actor
Milt Sunde – football player
David C. Sutherland III (1949–2005) – Dungeons & Dragons artist
Steve Sviggum – politician
Curt Swan (1920–1996) – comic book artist
Lori Swanson (born 1966) – Minnesota Attorney General
Nick Swardson (born 1977) – stand-up comedian, actor
Henry Adoniram Swift § (1823–1869) – 3rd Governor of Minnesota and 3rd Lieutenant Governor of Minnesota
William Irvin Swoope § (1862–1930) – lawyer and politician
John Szarkowski (1925–2007) – photographer, historian, director of photography for Museum of Modern Art
T
Taoyateduta (c. 1810–1863) – chief of the Mdewakanton Sioux tribe
Kevin Tapani § (born 1964) – baseball player
Thomas Tapeh § (born 1980) – football player
Fran Tarkenton § (born 1940) – football player
A. J. Tarpley (born 1992) – football player
John Tate (1925–2019) – mathematician; winner, Wolf Prize in Mathematics and the Abel Prize
James Albertus Tawney § (1855–1919) – member of U.S. Congress
Glen Taylor – businessperson
Travis Taylor § (born 1978) – football player
Maureen Teefy (born 1953) – musical-theatre vocalist and actor
Henry Teigan § (1881–1941) – politician
Wayne Terwilliger § (1925–2021) – baseball coach
Adam Thielen (born 1990) – football player
Dontarrious Thomas § (born 1980) – football player
George Thomas (born 1937) – baseball player
Henry Thomas § (born 1965) – football player
John Thomas (born 1975) – basketball player
Butch Thompson (born 1943) – jazz pianist and clarinetist
Lea Thompson (born 1961) – actor, dancer
Stew Thornley (born 1955) – author of books on sports history
Edward John Thye § (1896–1969) – 26th Governor of Minnesota; 31st Lieutenant Governor of Minnesota; U.S. Senator
Steve Tibbetts § (born 1954) – guitarist
Mike Tice § (born 1959) – football coach
Cheryl Tiegs (born 1947) – model
Mick Tingelhoff § (born 1940) – football player
Tiny Tim (Herbert Buckingham Khaury) § (1932–1996) – musician
Lio Tipton (born 1988) – third place, America's Next Top Model Cycle 11
Mike Todd (1909–1958) – movie producer
César Tovar § (1940–1994) – baseball player
Charles A. Towne (1858–1928) – U.S. Senator; member of U.S. Congress
A. C. Townley § (1880–1959) – socialist
Jayne Trcka – bodybuilder and actress
Martin Edward Trench (1869–1927) – sailor, politician
Ian Truitner (born 1972) – filmmaker, entrepreneur
Billy Turner (born 1991) – football player
Taylor Twellman (born 1980) – professional soccer player
Anne Tyler (born 1941) – novelist
U
Kenechi Udeze § (born 1983) – football player
Brenda Ueland (1891–1985) – journalist
Lenore Ulric (1892–1970) – actor
Bob Ulrich (born 1944) – businessperson
Jay Underwood (born 1968) – actor
Jordis Unga § (born 1982) – singer
Anne Ursu – journalist, novelist, blogger
V
John Vachon (1914–1975) – photographer
Norm Van Brocklin § (1926–1983) – NFL quarterback and Minnesota Vikings coach
Carl Van Dyke (1881–1919) – member of U.S. Congress
John Van Dyke § (1807–1878) – politician
Samuel Rinnah Van Sant § (1844–1936) – 15th Governor of Minnesota
Shantel VanSanten (born 1985) – actress, model, One Tree Hill
Sofia Vassilieva (born 1992) – child actor
Vince Vaughn (born 1970) – actor
Thorstein Veblen § (1857–1929) – economist, sociologist, author
Bruce Vento (1940–2000) – member of U.S. Congress
Jesse Ventura (born 1951) – retired professional wrestler, political commentator, author, actor, and 38th Governor of Minnesota
Zoilo Versalles § (1939–1995) – baseball player
John William Vessey Jr. (1922–2016) – Chairman of the Joint Chiefs of Staff
Jim Vickerman (1931–2021) – politician, senator
Frank Viola § (born 1960) – baseball player
Pamela Vitale § (1953–2005) – murder victim
Andrew Volstead (1860–1947) – member of U.S. Congress; author of the 1919 National Prohibition Act (known informally as the Volstead Act)
Lindsey Vonn (born 1984) – Olympic and world champion skier
Ana Clara Voog (Rachael Olson) (born 1966) – singer-songwriter, musician, performance artist, visual artist, and writer
W
Kevin Wacholz (born 1958) – professional wrestler
James Wakefield § (1825–1910) – 8th Lieutenant Governor of Minnesota; member of U.S. Congress
Harriet G. Walker § (1841–1917) – president, Northwestern Hospital
T. B. Walker § (1840–1928) – lumberman; founder of Minneapolis Public Library; founder of Walker Art Center
DeWitt Wallace (1889–1981) – publisher; founder of Reader's Digest; philanthropist
Steve Walsh (born 1966) – football player
Sean Waltman (born 1972) – podcaster and former professional wrestler
Tim Walz – politician
Lou Wangberg (born 1941) – 41st Lieutenant Governor of Minnesota
John Warne (born 1979) – musician
Lonnie Warwick – football player
Cadwallader Washburn § (1818–1882) – businessperson; founder of Washburn Mills
William D. Washburn § (1831–1912) – U.S. Senator; member of U.S. Congress
Gene Washington § (born 1947) – football player
Vin Weber (born 1952) – member of U.S. Congress
Jon Wefald (born 1937) – educator
Knud Wefald § (1869–1936) – member of U.S. Congress
Mark Weigle (born 1967) – singer-songwriter
Chris Weinke (born 1972) – football player
Jeff Weise (1988–2005) – high school student who committed murder/suicide
Paul Wellstone § (1944–2002) – U.S. Senator
Sheila Wellstone (1944–2002) – advocate for human rights, the environment, and peace; wife of Paul Wellstone
Carl L. Weschcke (1930–2015) – businessperson; president and owner, Llewellyn Worldwide
Paul Westerberg (born 1959) – musician
Wes Westrum (1922–2002) – baseball player
Jacob Wetterling (1978–1989) – kidnapped, abused, and murdered in 1989; missing until remains were discovered in 2016
Patty Wetterling § (born 1949) – politician, advocate of children's safety
Alice Wetterlund (born 1981) - actress and comedian
Friedrich Weyerhäuser – businessperson
Lindsay Whalen (born 1982) – WNBA player
David Wheaton (born 1969) – tennis player
Blake Wheeler (born 1986) – hockey player
Ed White – football player
Milo White § (1833–1912) – member of U.S. Congress
Minor White (1908–1976) – photographer
Sammy White § (born 1954) – football player
Benson Whitney – U.S. Ambassador to Norway
Richard Widmark (1914–2008) – actor
Roy Wier § (1888–1963) – member of U.S. Congress
James Russell Wiggins (1903–2000) – editor; U.S. Ambassador to the United Nations
Jermaine Wiggins (born 1975) – football player
Laura Ingalls Wilder § (1867–1957) – novelist
Zygi Wilf § (born 1950) – football team owner
Roy Wilkins § (1901–1981) – civil rights leader
Bud Wilkinson (1916–1994) – football player, coach, and broadcaster
Morton S. Wilkinson § (1819–1894) – U.S. Senator; member of U.S. Congress
Warren William (Warren William Krech) (1894–1948) – actor
Auburn Williams (born 1990) – singer
Brian Williams (born 1979) – football player
Kevin Williams (born 1980) – football player
Moe Williams (born 1974) – football player
Pat Williams (born 1972) – football player
Stokley Williams (born 1967) – musician
Tom Williams (1940–1992) – hockey player
Walter Jon Williams (born 1953) – writer
Troy Williamson (born 1983) – football player
Paul Willson (born 1945) – actor
August Wilson § (1945–2005) – Pulitzer Prize-winning playwright
Dan Wilson – musician
Dorothy Wilson (1909–1998) – actress
Eugene McLanahan Wilson § (1833–1890) – member of U.S. Congress
Rainn Wilson § (born 1966) – actor; Guthrie Theater alumnus
Sheree J. Wilson (born 1958) – actor
Thomas Wilson § (1827–1910) – member of U.S. Congress
Wade Wilson § (1959–2019) – football player
Harold Windingstad (1929–2006) – political activist, farmer
William Windom § (1827–1891) – U.S. Senator, member of U.S. Congress
Antoine Winfield (born 1977) – football player
Dave Winfield (born 1951) – Baseball Hall of Fame player
Eliza Winston § (1830– date of death unknown) – freed slave
Roy Winston – football player
Max Winter § (1903–1996) – football team owner
Ted Winter (born 1949) – politician, farmer, insurance agent
Theodore Wirth § (1863–1949) – horticulturalist, Minneapolis Superintendent of Parks; civic planner
Cory Withrow – football player
Wally Wood (1927–1981) – comic-book writer, artist, and independent publisher
Wolfman Jack (Robert Weston Smith) § – radio personality
Jerome J. Workman Jr. (born 1952) – spectroscopist, editor, author
Bryan Thao Worra (born 1973) – poet, writer, and journalist
Al Worthington § (born 1929) – baseball player
John Wozniak (born 1971) – musician
Donald O. Wright (1892–1985) – 35th Lieutenant Governor of Minnesota
Michael Wuertz (born 1978) – baseball player
Irma Wyman § (born 20th century) – first chief information officer, Honeywell
Y
Cedric Yarbrough (born 1968) – actor, Reno 911!
Dwight York – stand-up comedian
Adam Young (born 1986) – musician
Bill Young (died 2014) – stand-up comedian
Michelle Young (born 1993) - reality television star, The Bachelor Season 25, The Bachelorette Season 18
Z
Steve Zabel (born 1948) – football player
Steve Zahn (born 1967) – actor
Martin Zellar – musician
Kurt Zellers § (born 1969) – state representative
Tom Zenk (1958–2017) – former professional wrestler and bodybuilder
Gary Zimmerman § (born 1961) – football player
Robert Zimmerman (see Bob Dylan)
Andrew Zimmern (born 1961) – television personality, chef, food writer
Cat Zingano (born 1982) – UFC mixed martial artist
Doug Zmolek (born 1970) – hockey player
Fred Zollner (1901–1982) – basketball-team owner
Tay Zonday (born 1982) – musician, prominent YouTuber
Buck Zumhofe – former professional wrestler
John M. Zwach (1907–1990) – member of U.S. Congress
Fictional characters
Riley Anderson, from the Pixar film Inside Out
Paul Bunyan, folklore logger and voyageur
Betty Crocker, food brand character
Marshall Eriksen, from the television sitcom How I Met Your Mother
Henry Gale, from the television series Lost
Marge Gunderson, from the film Fargo
Linda Gunderson, from the animated film Rio.
Jolly Green Giant, food brand character
Juno MacGuff, from the film Juno
Angus MacGyver, from the 1980s television series MacGyver
Minnehaha, Native American maiden from Samuel Coleridge-Taylor's poem "The Song of Hiawatha"
Lester Nygaard, from the first season of Fargo
Rose Nylund, from the television sitcom The Golden Girls
Pillsbury Doughboy, food brand character
Candy Quackenbush, from Clive Barker's The Books of Abarat novel series
Mary Richards, from the television sitcom The Mary Tyler Moore Show
Rocky and Bullwinkle, cartoon characters from the animated television series The Adventures of Rocky and Bullwinkle and Friends
Lou Solverson, from the second season of Fargo
Molly Solverson, from the second season of Fargo
Ben Wyatt, from Parks and Recreation
See also
Lists of Americans
References
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383305
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https://en.wikipedia.org/wiki/Joseph%20Wharton
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Joseph Wharton
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Joseph Wharton (March 3, 1826January 11, 1909) was an American industrialist. He was involved in mining, manufacturing and education. He founded the Wharton School at the University of Pennsylvania, co-founded the Bethlehem Steel company, and was one of the founders of Swarthmore College.
Early years
Wharton was born in Philadelphia in 1826, the fifth child of ten in a liberal Hicksite Quaker family. His parents, William Wharton and Deborah Fisher Wharton, were both from prominent early American immigrant families of Quaker descent. Both of Wharton's grandmothers were named Hannah and were from Newport, Rhode Island. Wharton's maternal grandfather, Samuel R. Fisher, ran a prosperous mercantile business and shipping packet line between Philadelphia and London, and his grandmother, Hannah Rodman, was a descendant of Thomas Cornell, the ancestor of Ezra Cornell, who founded Cornell University. Wharton's youth was spent in the family's house near Spruce and 4th Streets in central Philadelphia and at the country mansion "Bellevue". Wharton's father was a typical gentleman, and did not hold a regular job because he had several illnesses, but oversaw his estate, served on the Philadelphia School Board, and was active with his wife, Deborah, in the Hicksite ministry. From their country estate, the family often went to the nearby Schuylkill River, visited neighboring estates such as Deborah's grandfather Joshua Fisher's The Cliffs, and went on weekend horse and carriage excursions to the countryside surrounding Philadelphia, sometimes attending the smaller Quaker Meetings.
Schooling
As a boy, Wharton attended two Quaker boarding schools in the towns outside of Philadelphia and also several private schools in the city. Between the age of 14 and 16, Wharton was prepared for college by a private tutor. However, when he was 16, he went on the advice of his parents to mature and learn the life of a farmer, a common dream of city-born Hicksite Quakers at the time, and boarded with Joseph and Abigail Walton on their family farm near West Chester, Pennsylvania, for three years. By that time, Wharton had matured to a strong frame, in stature, with a serious but cheerful outlook. He was accomplished in sports such as horseback riding, swimming, and rowing on the Schuylkill River. During the winter Wharton returned to his parents' home in Philadelphia and studied languages such as French and German, which were useful for learning about science and technology. He also studied chemistry at the Philadelphia laboratory of Martin Hans Boyè. Wharton and his brothers in their early years identified with inventors and builders such as Cyrus McCormick and Samuel F. B. Morse.
Starting in business
When he was 19, Wharton apprenticed with an accountant for two years and became proficient in business methods and bookkeeping. At 21, he partnered with his older brother Rodman to start a business manufacturing white lead. Wharton's chemistry mentor, Martin Boye, had developed a method to refine cottonseed oil and the Wharton brothers tried but failed to develop a profitable method to extract it. In 1849 Wharton started a business manufacturing bricks using a patented machine which pressed dry clay into forms. There was substantial competition in the brick business, which was affected by cyclical business swings, and after several trips to sell bricks and the brick-making machines, Wharton found the prospects for making good profits were dim. However, from the endeavor he gained valuable experience. In 1853, Wharton joined the Pennsylvania and Lehigh Zinc Company near Bethlehem, Pennsylvania, first managing the mining operation and later the zinc oxide works. Wharton proved himself by negotiating a new charter for the works, and in the difficult financial environment of 1857–1858 he took over control of the zinc works, managing it carefully so that it turned a profit. In 1860, Wharton, after some challenging negotiations with the directors of the company, developed for Lehigh Zinc the first plant to manufacture metallic zinc in America. Looking into the next business cycle, he leased the plant for four years and eventually made a robust profit from the sale of metallic zinc, used in making brass, which picked up in the Civil War years.
Family life
Wharton married Anna Corbit Lovering, a fellow Quaker and the younger sister of his brother Charles' wife, in 1854 in a Quaker ceremony. After living with Anna's family for several months the couple moved into a house belonging to his mother near 12th and Walnut Streets in Philadelphia, but Anna often continued to stay with her parents while Joseph was out of town. She preferred a life of comfort but evidently did not wish to stifle his ambition. During this time Wharton lived a spartan life, boarding at a hotel and managing the zinc works in Bethlehem, and Anna cared for their first child Joanna at their home in Philadelphia. Although Joseph returned as often as possible and they communicated often by letter, they felt much stress during this period and their marriage suffered. Later, when Joseph was more secure in his job manufacturing zinc, Anna and Joanna came to live with him in Bethlehem, where they lived a happier life for two years, partaking in social events and exploring the local rivers and countryside. After Wharton sold his interest in zinc, they returned to Philadelphia, and although he often traveled to oversee his properties or develop business connections, he never again lived apart from the family. He purchased a country estate several miles north of Philadelphia, called "Ontalauna", and bought a donkey for their three children, Joanna, Mary, and Anna, to ride along on horseback expeditions. Wharton often studied at night or played history games with the children.
Nickel manufacture
Hoping to profit from the use of nickel in coins, Wharton in 1863 sold his interest in zinc and started the manufacture of nickel at Camden, New Jersey, taking over a nickel mine and refining works at Nickel Mines, Pennsylvania. The Camden plant was located on the east side of 10th Street, adjacent to Cooper Creek, and had several large brick buildings and smokestacks. Wharton renamed the Camden plant the American Nickel Works, and his office there became his center of operations. However, the use of nickel in coinage was temporarily halted, and soon the Camden plant burned. Wharton rebuilt it in 1868 and made excellent profits from producing nickel because it became favored for coinage. Wharton won wide acclaim for his malleable nickel, the first in the world, and also for nickel magnets, and received the Gold Medal at the Paris Exposition of 1878. His factory produced the only nickel in the US and a significant fraction of the world supply. Eventually, the surface deposits at the Gap mine were depleted and Wharton was obliged to purchase nickel ore from a mine in Sudbury, Ontario, Canada. This experience was a challenge to Wharton, who learned about market economics and protection when foreign nickel manufacturers opposed his nickel purchasing and manufacture efforts. Wharton by then had learned the value of meeting personally with his managers and regularly inspecting the mines and manufacturing plants with them. He was successful because he worked hard to increase efficiency and profitability of the businesses he acquired, and energetically pursued markets for his products. Wharton made a robust profit from his nickel business over its 40-year duration, but by 1900 its outlook was fading due to foreign competition. Wharton and a group of other United States and Canadian nickel enterprises formed the International Nickel Company (Inco) in 1902. He sold his American Nickel Works in Camden and the Gap mine for a share in the new company, and was named one of the dozen board members. By this time the profitability of his business empire did not depend on the manufacture of nickel because he had already diversified into other profitable businesses.
Estate, water and New Jersey
In 1854 Philadelphia increased its tax base by expanding its borders to include the surrounding suburbs, and after the Civil War, its population swelled. By 1870 the Centennial Exposition was upcoming, and Philadelphia was rapidly changing. It was suffering from a water crisis because it required more water, but there was no appropriate method for water purification and the Delaware and Schuylkill rivers were heavily polluted. Philadelphia's typhoid fever rate was among the highest in the nation, and most well-to-do families drank bottled spring water. The Wharton family's "Bellevue" estate, along with several others nearby that had been annexed into the city, was threatened with condemnation by the city for the construction of a new reservoir to hold potable water. Wharton saw a potential solution to both of these problems. He started purchasing land in southern New Jersey in the 1870s, eventually acquiring in the Pinelands which contained an aquifer replenished by several rivers and lakes. The water from the Pinelands was relatively pure and he planned to export the water to Philadelphia. Wharton suggested that a city-controlled company could develop the necessary water mains and pump, funded by public purchase of stocks and bonds. There was opposition to the plan by others in Philadelphia and in New Jersey, and eventually, a law was passed in New Jersey preventing the export of water. The Wharton Bellevue estate was taken by the city, but the planned reservoir was never constructed, because of local politics and also because by 1890 water could be purified by filtration, obviating the need for an extra reservoir. Instead, the estate was sold to developers for construction of new housing for the newly organized industry nearby in North Philadelphia.
Summers
Wharton's family had long roots in Newport, Rhode Island and he summered there with his extended family at the family house on Washington Street for many decades. When his children were young, Wharton enjoyed taking them rowing and sailing about the harbor. Often they would sail across the bay to Conanicut Island to picnic and explore the cliffs and beaches. In 1882 Joseph Wharton, his brother Charles, and other friends purchased plots in Jamestown, Rhode Island, across the bay from Newport and built summer homes there. Wharton constructed Horsehead-Marbella, a large stone house with a prominent tower overlooking the entrance to Narragansett Bay. He named the house "Marbella" but it was later called "Horsehead" after a rock formation on the cliffs below that looked like the head of a horse from a certain angle. The family was active in swimming and sailing, and the grandchildren enjoyed playing on the rocks and tidal pools below the house. Wharton and his wife Anna enjoyed socializing but preferred the company of a few selected people to many, and avoided balls and late hours. In the early 1890s, the government surveyed sites on Conanicut Island for a coastal fort that would command the entrance to the bay, and took some of Wharton's property along with other nearby summer estates, starting construction of nearby Fort Wetherill in 1896. The fort took several years to finish and during this time the Horsehead property continued to be threatened so Wharton purchased an additional in the southern part of Jamestown including several farms, one at Beavertail in 1899. The threatened action did not happen and the Horsehead property still stands today.
Business empire
Wharton traveled widely and became involved in many industrial enterprises such as mines, factories and railroads. He started several enterprises on the South New Jersey property, including a menhaden fish factory that produced oil and fertilizer, a modern forestry planting operation, and cranberry and sugar beet farms. Wharton also purchased land containing ore and an iron furnace in northern New Jersey at Port Oram, New Jersey (now Wharton, New Jersey) which was located close to the Morris Canal and railroads. He purchased a coal mine in western Pennsylvania, constructing for the workers a town of 85 houses and stores along the railway. He also purchased coal land in West Virginia, iron and copper mines in Michigan, and gold mines in Arizona and Nevada. Wharton became involved in the Reading and Lehigh railroads and several others, arranging spur lines with the railroads to carry ore and finished metal products. He maintained an extensive business correspondence and in later life maintained this practice through his vacations. Wharton was a colleague of leaders such as inventors Ezra Cornell, Elias Howe and Thomas Edison, and entrepreneur Cornelius Vanderbilt. His management style evolved throughout the latter half of the 1800s, making use of new technology for communication, transportation, and production, so that he controlled many industries profitably on a larger scale than was previously possible.
Bethlehem Steel
Through the 1870s Wharton began to buy into Bethlehem Iron Company which produced pig iron and steel rails, gradually investing more of his own time and energy, but without involvement in the day-to-day operations. He became the largest shareholder with a position on the board of managers, and eventually purchased a controlling share of the company. In 1885, Wharton successfully bid a contract with the United States Navy for forged steel armor, and in 1886 he visited England (Whitworth Co.) and France (Schneider Co.) to research the designs for a plant to forge steel of higher quality. With these designs, Bethlehem Iron built the first plant to forge high-strength steel in America. The plant fabricated armor plates and guns for warships. Similar contracts gave the company, renamed the Bethlehem Steel Company, a consistent source of income, and Wharton made slow but steady profits. In 1901 he sold the company but continued to be the largest producer of pig iron in the country because of his extensive iron and coal mines and refining works.
Washington politics and distinguished guests
Over several decades, Wharton lobbied successfully in Washington, D.C. for tariff laws protecting U.S. manufacturing. He was a defender of large business and evolved into a staunch Republican. He successfully lobbied for the use of nickel in the U.S. coinage, but his lobbying for nickel tariffs was only partially successful, probably because he had a virtual monopoly on production in the U.S. In 1873 the world was in a very trying economic depression and many industrial firms went bankrupt. Wharton became widely known as a leader of the Industrial League of manufacturing concerns, and the main lobbyist and President of the American Iron and Steel Institute. He was a personal friend and consultant with several presidents including Grant, Hayes, and Harrison. Wharton entertained distinguished internationally known guests such as biologists Thomas Huxley and Joseph Leidy, astronomer Samuel Langley, scientist Lord Kelvin, Senators James Blaine and Justin Morrill, industrialist Andrew Carnegie, and metallurgist Alfred Krupp. Wharton successfully lobbied for a bill in the Pennsylvania General Assembly supporting Limited Partnerships to allow more participation of capital in enterprises with risk.
Science
Wharton was a scientist interested in the natural world, and wrote scientific papers on a variety of topics including astronomy and metallurgy, presenting several to the American Philosophical Society. He has been elected to the Society in 1869. In the winter of 1883–1884 there was a period of several months when sunsets were extraordinarily red worldwide. Some imagined that the red color was from dust dispersed in the atmosphere worldwide by the volcano Krakatoa which had recently erupted. Others imagined that the reddish hue might come from iron and steel furnaces because they were known to create a reddish-brown dust. Wharton was curious, and one morning when a light snow was falling, collected some from a field near his house, melted and evaporated it, studying the remaining particles under a microscope which he had on hand for metallurgy. The particles looked like "irregular, flattish, blobby" glass particles. He visited a ship that had come to port in Philadelphia, having sailed from Manila, a course that had taken it a few hundred miles from Krakatoa. It had been slowed by a huge amount of pumice floating in the ocean, evidently spewed out by Krakatoa. Wharton obtained some pumice from one of the ship's crew, compared it with the dust he had collected, and found almost identical particles. In 1893 he presented a paper about the dust to the 150th anniversary meeting of the American Philosophical Society. Wharton also wrote a paper about the use of the Doppler effect on the color of light emitted by binary stars to determine their distance from Earth, and made the analogy to a train whistle which changes tone as it passes. Wharton was one of the most accomplished metallurgists in America during his lifetime, certainly the most widely known.
Swarthmore College
In 1864, Wharton along with his mother Deborah Fisher Wharton and a group of like-minded Hicksite Quakers from Philadelphia, Baltimore, and New York were the founders of Swarthmore College, a Hicksite Quaker college outside Philadelphia. Swarthmore filled an important need of a college where both men and women could receive a high-quality education in the tradition of Friends not dominated by religion. Wharton gave generously, building a Friends Meeting on campus and also contributing to a science building. His mother Deborah served on the Swarthmore Board of Managers from 1862–1870, and Joseph served on the board from 1870–1909, and from 1883–1907 as its president. He was often on campus and gave many commencement addresses.
Wharton School
Wharton wrote extensively on economic matters, including protective tariffs and business cycles. In the last half of the 19th century, business education typically consisted mainly of training on the job or an apprenticeship. Wharton conceived of a school that would teach how to develop and run a business, and to anticipate and deal with the cycles of economic activity. In 1881 Wharton donated $100,000 to the University of Pennsylvania to found a "School of Finance and Economy" for this purpose. He specified that the Wharton School faculty advocate economic protectionism, as he had when lobbying for American businesses in Washington. However, the school soon began to broaden its outlook to a global one and to teach other disciplines such as politics and the developing social sciences, and introduced the teaching of business management and finance as these disciplines gradually coalesced. The Wharton School was the first to include such a practical focus on business, finance, and management. During its first century through the present day, it was and is widely known as one of the most prominent schools of business in the world. In 2023, the Wharton School fell off of the Financial Times 2023 MBA rankings for the first time since the ranking's inception.
Last years and death
Wharton was active to near the end of his life both physically and in business affairs. Until he was 72, he skated with guests on the pond at his Ontalauna estate near Philadelphia and would often go on walks with his family after dinner. Throughout his life he partook in physical exercise, total abstinence from tobacco, and restricted use of even mild alcoholic drinks. When he was nearly 80, he visited his Nevada silver mine by canoeing down the Colorado River and descending into the mine in a bucket, and when he was 81, he traveled to Germany with his grandson, Joseph Wharton Lippincott, to visit Kaiser Wilhelm II and had dinner on the kaiser's yacht. He continued to oversee his holdings in coke manufacture in Pennsylvania and iron in northern New Jersey.
He read widely in literature and was an accomplished poet. Many of his poems were inspired by trips abroad. He wrote "Stewardson's Yarn" after an 1873 visit to Europe, "The Royal Palm" and "The 'Sweet Reasonableness' of a Yankee Philistine in Cuba" after a visit to Cuba to inspect mines there, and "Mexico" after an 1889 visit to the country of the same name. A domestic journey, to Nevada to see his gold mines there, resulted in "The Buttes of the Canyon".
In 1907 he was incapacitated by stroke and gradually worsened until his death in 1909. He is buried in the family plot at Laurel Hill Cemetery in Philadelphia.
Legacy
Wharton's daughter Joanna married noted Philadelphia publisher, J. Bertram Lippincott, in 1887 and named their eldest son Joseph Wharton Lippincott; Anna married Harrison S. Morris, who was associated with the Pennsylvania Academy of the Fine Arts, in 1896; but Mary never married. In 1908, Wharton created Fisher Park, a park in the Olney neighborhood in Philadelphia, donating the land on his deathbed to the City of Philadelphia as a "Christmas gift". The Wharton family continued to hold gatherings at the family mansion at Batsto, New Jersey, until the 1920s, and in 1954 sold Wharton's vast Pinelands properties in southern New Jersey to the state, forming the core of Wharton State Forest.
A Joseph Wharton 18-cent commemorative postal stamp was issued in 1981, the 100th anniversary of the founding of the Wharton School. Wharton was inducted into the Junior Achievement U.S. Business Hall of Fame in 2004.
The borough of Wharton, New Jersey, originally known as Port Oram, was renamed to honor Joseph Wharton. He is the great-great-great grandfather of former UCLA and former Miami Dolphins quarterback Josh Rosen.
Footnotes
References
.
Lippincott, Joanna Wharton. Biographical Memoranda Concerning Joseph Wharton, 1826–1909 by His Daughter Joanna Wharton Lippincott. Philadelphia: J.B. Lippincott, 1909. Printed for private circulation.
Joseph Wharton Family Papers, 1691–1962, Library of Swarthmore College, Swarthmore, Pennsylvania.
Richardson, Charles Henry. Description of nickel mining in Economic Geology. McGraw-Hill, 1913.
Weigley, Russell F. (editor), Nicholas B. Wainwright, and Edwin Wolf, 2nd (associate editors).Philadelphia: A 300 Year History. New York: W.W. Norton, 1982. .
Wharton, Joseph. Article on nickel magnets in American Journal of Science, 1877, p 415.
Wharton, Joseph. Article on zinc manufacture in American Journal of Science, Sept 1871, p 168.
Wharton, Joseph. "Dust from the Krakatoa Eruption of 1883", pp. 343–345 in Proceedings commemorative of the 150th anniversary of the American Philosophical Society Held at Philadelphia for Promoting Useful Knowledge, May 22–26, 1893, American Philosophical Society, 1894, digitized by Google.
Wharton, Joseph. Letter to the editor on plans for water supply, Evening Bulletin, June 17, 1891.
Wharton, Joseph. "On Two Peculiar Products from Nickel Manufacture", pp. 365–368 in American Journal of Science and Arts, Series II, 49:365–368, digitized by Google.
Wharton, Joseph. "Speculations Upon a Possible Method of Determining the Distance of Certain Variably Colored Stars", American Journal of Science and Arts: Series II, Vol 40:190–192, digitized by Google.
"Hall of Fame: Joseph Wharton 1826–1909", Engineering & Mining Journal, February, 1998.
External links
Historic and Architectural Resources of Jamestown, Rhode Island at the Jamestown Philomenian Library
Plan of Wharton's American Nickel Works in Camden, NJ, Survey #23442345 by Hexamer and Son, Inc. 419 Walnut St, Philadelphia, Pennsylvania, 1890
Wharton School website
Biography at virtualology.com under his great-great-grandfather, Thomas Wharton (1664-1718).
1826 births
1909 deaths
American company founders
American steel industry businesspeople
American businesspeople in the coal industry
American business theorists
American chief executives
American manufacturing businesspeople
American metallurgists
American philanthropists
American Quakers
American railway entrepreneurs
Bethlehem Steel people
Businesspeople in agriculture
Cornell family
Pennsylvania Republicans
Businesspeople from Philadelphia
Swarthmore College people
Wharton family
Wharton School of the University of Pennsylvania people
19th-century American businesspeople
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https://en.wikipedia.org/wiki/Bray%2C%20County%20Wicklow
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Bray, County Wicklow
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Bray ( ) is a coastal town in north County Wicklow, Ireland. It is situated about south of Dublin city centre on the east coast. It has a population of 33,512 making it the tenth largest urban area within Ireland (at the 2022 census). Bray is home to Ardmore Studios, and some light industry is located in the town, with some business and retail parks on its southern periphery. Commuter links between Bray and Dublin are provided by rail, Dublin Bus and the M11 and M50 motorways. Parts of the town's northern outskirts are in County Dublin.
Originally developed as a planned resort town in the 19th century, Bray's popularity as a seaside resort was serviced by the Dublin and Kingstown Railway, which was extended to Bray in 1854. During the late 20th century, the town's use as a resort declined when foreign travel became an option for holiday-makers. However, day-trippers continued to come to Bray during the summer months.
Etymology
The name Bray is an anglicisation of the Irish , whose meaning is unclear. Liam Price suggested it may be an old name for the River Dargle or a tributary. In 1875 P. W. Joyce mistakenly ascribed the Irish name , an old word meaning "hill", referring in this case to Bray Head. In a 1905 Gaelic League publication advocating use of Irish-language postal addresses, Seosamh Laoide coined the name "Brí in Cualu", as part of his policy that "If the name of the town [in Irish] be one word, the [ancient Gaelic] territory should be added to it in the genitive case". and remained in use in the mid 20th century despite having been refuted by Liam Price and Osborn Bergin. was adopted by statute in 1975.
History
During the medieval period of Irish history, Bray was situated on the southern border of the Pale, and the coastal district was governed directly by the English crown from Dublin Castle. Inland, the countryside was largely under the control of Gaelic Chieftains, such as the O'Toole and O'Byrne clans. Bray features on the 1598 map "A Modern Depiction of Ireland, One of the British Isles" by Abraham Ortelius as "Brey". William Brabazon, 1st Earl of Meath purchased the Killruddery Estate in Bray in 1627 with the establishment of the Earl title.
The Dublin and Kingstown Railway, the first in Ireland, opened in 1834 and was extended as far as Bray in 1854. With the coming of the railway in the mid-19th century, the town grew to become a seaside resort. It was developed primarily by local entrepreneurs as a planned resort town, modelled on the seaside resorts of the English south-coast, specifically Brighton. Hotels and residential terraces were built in the vicinity of the seafront. Railway entrepreneur William Dargan developed the Turkish baths, designed in a Moorish style at a cost of £10,000; built in 1859, these were demolished in 1980.
Bray was a popular destination from the 1860s onwards. While small amenities such as regattas, firework displays and band performances were plentiful in the town, Bray failed to secure the necessary capital to develop major attractions and sustain tourism, leading to its decline in the early 1900s. Pleasure piers such as the Palace Pier were a mainstay of resorts at that time. Despite repeated efforts, Bray never acquired such a pier and abandoned plans to build one in 1906. Additional planned amenities which were never built included a concert hall, a theatre, an exhibition centre, a marine aquarium, winter gardens and an electrified tramway along the seafront. It experienced a brief revival from British tourists in the years immediately after World War II. However, Bray's popularity as a seaside resort declined significantly when foreign travel became an option for holiday-makers. Its proximity to Dublin still makes it a popular destination for day-trippers from the capital.
Location
The town is situated on the east coast to the south of County Dublin. Shankill, County Dublin lies to the north, and Greystones, County Wicklow to the south. The village of Enniskerry lies to the west of the town, at the foot of the Wicklow Mountains. People participate in such sports as sailing, rowing, and swimming. The beach and seafront promenade are used by residents and visitors. While Bray's promenade and south beach is to a Blue Flag standard, the north beach has been impacted by erosion and leaching pollution since the closure and sale of a municipal landfill in the late 20th century.
The River Dargle which enters the sea at the north end of Bray rises from a source near Djouce, in the Wicklow Mountains. Bray Head is situated at the southern end of the Victorian Promenade with paths leading to the summit and along the sea cliffs. The rocks of Bray Head are a mixture of greywackes and quartzite. There is a large cross at the summit.
Climate
Bray has a temperate oceanic climate (Köppen: Cfb), similar to most other towns in Ireland, with few extremes of temperature and abundant precipitation year round. However, Bray is relatively sheltered from the prevailing south-westerly winds by the Wicklow Mountains and receives around of rainfall per year. The sunniest months on average are May and June, while October is by far the wettest.
Access
Rail
A public transport network, both north into Dublin and south into County Wicklow and County Wexford, serves the town. Bray is on the Irish Rail DART Rail Network which stretches north to Malahide and Howth and south to Greystones. The town is also on the mainline InterCity and Commuter rail network which connects north to Connolly Station in Dublin city centre and further to Drogheda and Dundalk. To the south, the rail line goes through Arklow and Gorey before reaching Rosslare Europort. Bray's railway station is named after Edward Daly, an executed leader of the 1916 Easter Rising. Bray Station was opened on 10 July 1854. The Dublin and South Eastern Railway had two lines out from Bray into Dublin, the coastal line (formerly known as the Kingstown and Bray branch line) and the Harcourt Street line. The latter was closed in 1958 but most of it has been reopened as part of the Luas Green Line, which is proposed for an extension to Bray.
Road
Bray lies along the M11 motorway corridor; an interchange at its northern side links with the M50 Dublin bypass.
Several bus companies pass through Bray: Dublin Bus, Go-Ahead Ireland, Bus Éireann, Finnegan Bray, Aircoach, and St. Kevin's Bus Service to Glendalough. Dublin Bus and Go-Ahead Ireland are the two primary bus operators in the town operating service on behalf of the NTA. Bus services serving the town include the 145 which is routed from Ballywaltrim, just south of Bray, to Heuston Station via UCD and Dublin city centre. Other routes include the 45A/B, 84/A, 84X, 84N, 155, 184 and 185.
Aircoach operates a service to and from Dublin Airport. Wexford Bus also offer services to the village of Kilmacanogue, just to the south of Bray, with routes 740 and 740A. Finnegan Bray formerly offered a night bus service from Dublin (route 984N), however, this was suspended in March 2020 due to Covid restrictions. It was discontinued in late 2022, with the company blaming "unfair competition from state subsidised services" in a Facebook post.
Air
Dublin Airport is reachable via the M50 which passes to the west of Dublin City. The Aircoach has two stops in Bray to and from Dublin Airport. Newcastle Aerodrome is the closest private airfield a short distance south of Bray.
Demography
Bray has a growing population of permanent residents.
Local government
Bray is represented on Wicklow County Council by two local electoral areas. Bray East is approximately two-thirds of the town, while Bray West is the other third and includes the neighbouring villages of Enniskerry and Kilmacanogue. The electoral divisions of Bray East are Bray No. 1 Urban, Bray No. 2 Urban, Bray No. 3 Urban and Rathmichael (Bray). The electoral divisions of Bray West are Enniskerry, Kilmacanoge and Powerscourt. Bray Municipal District consists of both of these local electoral areas.
The following are the eight councillors representing Bray at Bray Municipal District and Wicklow County Council. The local elections took place in 2019.
The Bray Town Commissioners were established by a local act in 1866. The Earl of Meath was named in the act as the first chairman of the commissioners. In 1899, this body became an urban district council under the Local Government (Ireland) Act 1898. At the same time, a portion of the town which had been in County Dublin was transferred to County Wicklow and the jurisdiction of the urban district. The boundary of the town was further extended in 1952 (taking in the area around Killruddery), in 1958 (taking in the area in Rathmichael which had been transferred the previous year from County Dublin to County Wicklow), and in 1978 (extending the town to the west).
The urban district council became a town council in 2002. It was abolished by the Local Government Reform Act 2014, with the powers and functions of the town council given to the county council, but its functions could be administered by the new municipal district council created by the act.
Part of the northern Bray area lies within the local authority area of Dún Laoghaire–Rathdown, and forms part of the Shankill–Killiney local electoral area. The border between County Wicklow and County Dublin (Dún Laoghaire–Rathdown) lies along Old Connaught Avenue and runs down along and across the Dublin Road to Ravenswell, making all areas north of that line Bray, County Dublin.
Tourism
Bray is a long-established holiday resort dating back to the early 19th century. The Parliamentary gazetteer of 1846 described it thusly:
The town has for many years been a favourite summer resort of the wealthier of the Dublin citizens and of the gentry from a large part of Ireland; and it possesses, in a state of high facility and polish, the various appliances required for their accommodation and comfort, whether as lodgers or as tourists. Handsome cottages ornees, boarding houses on different scales of economy, and furnished houses from the small abode to the luxurious mansion, abound both in the town and in its environs, for the special use of visitors.
Bray has numerous hotels and guesthouses, shops, restaurants and evening entertainment. The town also hosts a number of festival events. In the town's vicinity are an 18-hole golf courses, a tennis club, fishing, a sailing club and horse riding. Other features of Bray are the amusement arcades and the National Sealife Centre. It has a beach of sand and shingle which is over long, fronted by an esplanade and Bray Head, which rises from the coast, has views of mountains and sea. The concrete cross at the top of Bray head was erected in 1950 for the holy year.
Bray is used as a base for walkers, and has a promenade which stretches from the harbour, with its colony of mute swans, to the base of Bray Head at the southern end. A track leads to the summit. Also used by walkers is the Cliff Walk along Bray Head out to Greystones.
In January 2010, Bray was named the "cleanest town in Ireland" in the 2009 Irish Business Against Litter (IBAL) survey of 60 towns and cities.
Tourist sites
Tourist sites in the area include the Elizabethan-revival mansion Killruddery House (which is open to the public in the summer months), and the hill and headland at Bray Head (which has a number of walking trails). Raheen-a-Cluig, a medieval church which is catalogued as national monument, is located on the north face of Bray Head. Other religious sites and churches in the area include the Fassaroe Cross (12th century), the Holy Redeemer Church, Bray (1792), and the Gothic Revival churches of Christ Church (1863) and Bray Methodist Church (1864).
Festivals and events
The Bray St. Patrick's Carnival and Parade is presented by Bray and District Chamber to celebrate Saint Patrick's Day.
Bray also hosts a yearly silent film festival, the Killruddery Film Festival in Killruddery Gardens. Bray Jazz Festival takes place annually on the May bank holiday weekend and includes performances by jazz and world music artists.
The annual Bray Summerfest takes place over six weeks in July and August and includes free entertainment, live music, markets, sporting events, and carnivals. Performers who have headlined include Mundy, Brian Kennedy, the Undertones, the Hothouse Flowers and Mary Black. An air display, the Bray Air Display, is held annually in late July.
Hell & Back is an adventure race that takes place in Kilruddery Estates.
The 10 km Cliff Run from Bray to Greystones is an annual run on the coast around Bray Head Mountain. In 2023, Bray was named by Time Out magazine as one of the fourteen most underrated travel destinations in the world.
Pubs and restaurants
Bray's pubs and restaurants include the first Porterhouse bar, who brew their own ales, stouts and beers. In 2010, the Lonely Planet Guide ranked the Harbour Bar in Bray the Best Bar in the World and the Best off the Beaten Track Bar in the world. The O'Toole family owned the bar for three generations, but it was bought by the Duggan family in 2013. The Duggans also operate two seafront premises, Katie Gallagher's and the Martello, both include restaurants on site.
There are twelve fully licensed restaurants, several unlicensed restaurants and cafes, and fast food outlets in Bray. In 2015, The Irish Times published a study which analysed the presence of fast food outlets in Ireland. Bray was found to have the lowest per capita concentration of the ten towns and cities included, with just 0.09 stores per 1,000 people.
Culture
Film
Bray is home to Ireland's oldest film studios, Ardmore Studios, established in 1958, where films such as Excalibur, Braveheart and Breakfast on Pluto have been shot. Custer's Last Stand-up was filmed in Bray and the town was also used to film Neil Jordan's 2012 film Byzantium, part of which was shot in the Bray Head Inn. Neil Jordan's 1991 film The Miracle is set in Bray.
Theatre and literature
Bray hosts a number of theatre groups including the Bray Arts and Square One Theatre Group.
Authors who have lived in Bray have included James Joyce, Sir Arthur Conan Doyle, Molly Keane and Neil Jordan. Situated on Eglinton Road is a Carnegie Library dating from 1910. There is also another library serving the Ballywaltrim district on Boghall Road, at the southern end of the town
Media
The Bray People newspaper is focused on the news in the local areas and neighbourhoods, as does the freesheet Wicklow Times (North Edition). East Coast FM Radio Station also operates locally.
Music
Musicians associated with Bray include Mary Coughlan, Maria Doyle Kennedy, Fionn Regan, and Hozier. The singer Sinéad O'Connor was also a resident of Bray for a number of years, living in a house overlooking the sea on Strand Road. While O'Connor died in London, her funeral procession took place on Bray seafront in August 2023.
Sports
Bray is home to League of Ireland football club Bray Wanderers who play at the Carlisle Grounds. It also hosts schoolboy football club Ardmore Rovers and Wolfe Tone F.C. The local Gaelic Athletic Association club's are Fergal Og's and Bray Emmets. Bray Emmets Established in 1885, the club hosts the annual All-Ireland Kick Fada Championship.
There are a number of golf clubs and pitch & putt courses in the area, including Bray Golf Club, Dun Laoghaire Golf Club, and Old Conna Golf Club. Bray is also host to Bray Bowling Club, which trains in Fáilte Park, and there is 10 Pin Bowling at the Bray Bowling Alley.
There is fishing in both the River Dargle and on the sea coastline, and a number of clubs locally, including Bray Head Fishing Club and Dargle Anglers Club. Other clubs and facilities in the area include Bray Wheelers Cycling Club, Brennanstown Riding School, Bray Sailing Club, Wicklow Lawn Tennis Club, founded in 1894 and located on Vevay Road, Bray Hockey Club, and Wicklow County Cricket Club.
A short-lived greyhound racing track existed in the town from 1949 until 1955, run by the Bray Greyhound Racing Association Ltd. In December 1947, notice was given that a track would be constructed at Sunnybank but the Wicklow County Manager refused the application. However, the greyhound company continued to build the facilities and in 1949 the track opened. It was not until 1950 that the High Court ruled against the company for building without planning permission and levied a fine of £470. The dispute continued until, in 1955, the track was bought by Bray Urban Council under a compulsory purchase order. The site, consisting of almost five acres, was bought at £440 per acre, and 36 houses were built on the land.
Thousands of people turned out on the seafront to see Olympic boxing champion Katie Taylor, return home from London in August 2012.
Education
There are approximately 13 primary schools in the Bray area, including national schools (like Saint Cronan's Boys' National School), gaelscoileanna (like Gaelscoil Uí Chéadaigh), a co-educational day school (St. Gerard's School), and schools for special needs. Secondary schools in the area include Saint Brendan's College, Loreto Secondary School and St. Kilian's Community School and Presentation College, Bray. A number of "English as a foreign language" and third-level schools also operate locally, including Bray Institute of Further Education.
People
Former or current residents of the town have included (in alphabetical order):
Eamon de Buitlear, writer, filmmaker and traditional Irish musician
Conrad Burke, physicist and entrepreneur
Seamus Costello, founding member of the Irish National Liberation Army
Suzanne Crowe, President of the Medical Council of Ireland
Mary Coughlan, singer who resides in the town
S.M. Cyril, India-based Irish nun, educationist, educational innovator and 2007 winner of the Padma Shri Award
Fergal Devitt, professional wrestler in WWE, who wrestles under the name Finn Bálor
Jordan Devlin, professional wrestler in WWE
Hozier, singer and songwriter
Eddie Jordan, former racing driver and Jordan Grand Prix founder
Ed Joyce, professional cricketer
James Joyce, writer
Maria Doyle Kennedy, singer and actress who resided in the town as a child.
Denzil Lacey, former RTÉ 2fm and current Spin South West presenter
Sheridan Le Fanu, writer of gothic horror and mystery novels
Thomas Langlois Lefroy, politician and judge, who lived in his family estate in Newcourt
Keith Nolan, professional golfer, former GB & Ireland Walker Cup player, and PGA Tour player
Dara Ó Briain, comedian and television host
Sinéad O'Connor, singer who resided in the town
Cearbhall Ó Dálaigh, fifth President of Ireland
Fran O'Toole, former lead singer in The Miami Showband, murdered in the Miami Showband massacre of July 1975.
Gary O'Toole, former Irish Olympic swimmer from Bray
Darren Randolph, goalkeeper for the Republic of Ireland national football team
Fionn Regan, musician
Lennox Robinson, dramatist and poet
Katie Taylor, world, European, and Olympic boxing gold medalist
Laura Whitmore, TV personality and presenter
William Wilde and Jane Wilde, the parents of Oscar Wilde, built properties on Esplanade Terrace in 1863, one of which is now the Strand Hotel
Twin towns
Bray has town twinning agreements with:
Bègles, France
Dublin, California, United States
Würzburg, Germany
References
External links
Bray on-line
Bray Town Council (Wayback Machine archive)
Bray on Wicklow Tourism
Bray in Lewis Topographical Dictionary of Ireland 1837
Beaches of County Wicklow
Towers in the Republic of Ireland
Towns and villages in County Wicklow
Former urban districts in the Republic of Ireland
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https://en.wikipedia.org/wiki/Life%20insurance
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Life insurance
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Life insurance (or life assurance, especially in the Commonwealth of Nations) is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money upon the death of an insured person (often the policyholder). Depending on the contract, other events such as terminal illness or critical illness can also trigger payment. The policyholder typically pays a premium, either regularly or as one lump sum. The benefits may include other expenses, such as funeral expenses.
Life policies are legal contracts and the terms of each contract describe the limitations of the insured events. Often, specific exclusions written into the contract limit the liability of the insurer; common examples include claims relating to suicide, fraud, war, riot, and civil commotion. Difficulties may arise where an event is not clearly defined, for example, the insured knowingly incurred a risk by consenting to an experimental medical procedure or by taking medication resulting in injury or death.
Modern life insurance bears some similarity to the asset-management industry, and life insurers have diversified their product offerings into retirement products such as annuities.
Life-based contracts tend to fall into two major categories:
Protection policies: designed to provide a benefit, typically a lump-sum payment, in the event of a specified occurrence. A common form of a protection-policy design is term insurance.
Investment policies: the main objective of these policies is to facilitate the growth of capital by regular or single premiums. Common forms (in the United States) are whole life, universal life, and variable life policies.
History
An early form of life insurance dates to Ancient Rome; "burial clubs" covered the cost of members' funeral expenses and assisted survivors financially. In 1816, an archeological excavation in Minya, Egypt (under an Eyalet of the Ottoman Empire) produced a Nerva–Antonine dynasty-era tablet from the ruins of the Temple of Antinous in Antinoöpolis, Aegyptus that prescribed the rules and membership dues of a burial society collegium established in Lanuvium, Italia in approximately 133 AD during the reign of Hadrian (117–138) of the Roman Empire. In 1851, future U.S. Supreme Court Associate Justice Joseph P. Bradley (1870–1892), once employed as an actuary for the Mutual Benefit Life Insurance Company, submitted an article to the Journal of the Institute of Actuaries detailing an historical account of a Severan dynasty-era life table compiled by the Roman jurist Ulpian in approximately 220 AD during the reign of Elagabalus (218–222) that was included in the Digesta seu Pandectae (533) codification ordered by Justinian I (527–565) of the Eastern Roman Empire.
The earliest known life insurance policy was made in Royal Exchange, London on 18 June 1583. A Richard Martin insured a William Gybbons, paying thirteen merchants 30 pounds for 400 if the insured dies within one year. The first company to offer life insurance in modern times was the Amicable Society for a Perpetual Assurance Office, founded in London in 1706 by William Talbot and Sir Thomas Allen. Each member made an annual payment per share on one to three shares with consideration to age of the members being twelve to fifty-five. At the end of the year a portion of the "amicable contribution" was divided among the wives and children of deceased members, in proportion to the number of shares the heirs owned. The Amicable Society started with 2000 members.
The first life table was written by Edmund Halley in 1693, but it was only in the 1750s that the necessary mathematical and statistical tools were in place for the development of modern life insurance. James Dodson, a mathematician and actuary, tried to establish a new company aimed at correctly offsetting the risks of long-term life assurance policies, after being refused admission to the Amicable Life Assurance Society because of his advanced age. He was unsuccessful in his attempts at procuring a charter from the government.
His disciple, Edward Rowe Mores, was able to establish the Society for Equitable Assurances on Lives and Survivorship in 1762. It was the world's first mutual insurer and it pioneered age based premiums based on mortality rate laying "the framework for scientific insurance practice and development" and “the basis of modern life assurance upon which all life assurance schemes were subsequently based”.
Mores also gave the name actuary to the chief official—the earliest known reference to the position as a business concern. The first modern actuary was William Morgan, who served from 1775 to 1830. In 1776 the Society carried out the first actuarial valuation of liabilities and subsequently distributed the first reversionary bonus (1781) and interim bonus (1809) among its members. It also used regular valuations to balance competing interests. The Society sought to treat its members equitably and the Directors tried to ensure that policyholders received a fair return on their investments. Premiums were regulated according to age, and anybody could be admitted regardless of their state of health and other circumstances.
The sale of life insurance in the U.S. began in the 1760s. The Presbyterian Synods in Philadelphia and New York City created the Corporation for Relief of Poor and Distressed Widows and Children of Presbyterian Ministers in 1759; Episcopalian priests organized a similar fund in 1769. Between 1787 and 1837 more than two dozen life insurance companies were started, but fewer than half a dozen survived. In the 1870s, military officers banded together to found both the Army (AAFMAA) and the Navy Mutual Aid Association (Navy Mutual), inspired by the plight of widows and orphans left stranded in the West after the Battle of the Little Big Horn, and of the families of U.S. sailors who died at sea.
Overview
Parties to contract
The person responsible for making payments for a policy is the policy owner, while the insured is the person whose death will trigger payment of the death benefit. The owner and insured may or may not be the same person. For example, if Joe buys a policy on his own life, he is both the owner and the insured. But if Jane, his wife, buys a policy on Joe's life, she is the owner and he is the insured. The policy owner is the guarantor and they will be the person to pay for the policy. The insured is a participant in the contract, but not necessarily a party to it.
The beneficiary receives policy proceeds upon the insured person's death. The owner designates the beneficiary, but the beneficiary is not a party to the policy. The owner can change the beneficiary unless the policy has an irrevocable beneficiary designation. If a policy has an irrevocable beneficiary, any beneficiary changes, policy assignments, or cash value borrowing would require the agreement of the original beneficiary.
In cases where the policy owner is not the insured (also referred to as the celui qui vit or CQV), insurance companies have sought to limit policy purchases to those with an insurable interest in the CQV. For life insurance policies, close family members and business partners will usually be found to have an insurable interest. The insurable interest requirement usually demonstrates that the purchaser will actually suffer some kind of loss if the CQV dies. Such a requirement prevents people from benefiting from the purchase of purely speculative policies on people they expect to die. With no insurable interest requirement, the risk that a purchaser would murder the CQV for insurance proceeds would be great. In at least one case, an insurance company that sold a policy to a purchaser with no insurable interest (who later murdered the CQV for the proceeds), was found liable in court for contributing to the wrongful death of the victim (Liberty National Life v. Weldon, 267 Ala.171 (1957)).
Contract terms
Special exclusions may apply, such as suicide clauses, whereby the policy becomes null and void if the insured dies by suicide within a specified time (usually two years after the purchase date; some states provide a statutory one-year suicide clause). Any misrepresentations by the insured on the application may also be grounds for nullification. Most US states, for example, specify a maximum contestability period, often no more than two years. Only if the insured dies within this period will the insurer have a legal right to contest the claim on the basis of misrepresentation and request additional information before deciding whether to pay or deny the claim.
The face amount of the policy is the initial amount that the policy will pay at the death of the insured or when the policy matures, although the actual death benefit can provide for greater or lesser than the face amount. The policy matures when the insured dies or reaches a specified age (such as 100 years old).
Costs, insurability, and underwriting
The insurance company calculates the policy prices (premiums) at a level sufficient to fund claims, cover administrative costs, and provide a profit. The cost of insurance is determined using mortality tables calculated by actuaries. Mortality tables are statistically based tables showing expected annual mortality rates of people at different ages. As people are more likely to die as they get older, the mortality tables enable insurance companies to calculate the risk and increase premiums with age accordingly. Such estimates can be important in taxation regulation.
In the 1980s and 1990s, the SOA 1975-80 Basic Select & Ultimate tables were the typical reference points, while the 2001 VBT and 2001 CSO tables were published more recently. As well as the basic parameters of age and gender, the newer tables include separate mortality tables for smokers and non-smokers, and the CSO tables include separate tables for preferred classes.
The mortality tables provide a baseline for the cost of insurance, but the health and family history of the individual applicant is also taken into account (except in the case of Group policies). This investigation and resulting evaluation is termed underwriting. Health and lifestyle questions are asked, with certain responses possibly meriting further investigation.
Specific factors that may be considered by underwriters include:
Personal medical history;
Family medical history;
Driving record;
Height and weight matrix, otherwise known as BMI (Body Mass Index).
Based on the above and additional factors, applicants will be placed into one of several classes of health ratings which will determine the premium paid in exchange for insurance at that particular carrier.
Life insurance companies in the United States support the Medical Information Bureau (MIB), which is a clearing house of information on persons who have applied for life insurance with participating companies in the last seven years. As part of the application, the insurer often requires the applicant's permission to obtain information from their physicians.
Automated Life Underwriting is a technology solution which is designed to perform all or some of the screening functions traditionally completed by underwriters, and thus seeks to reduce the work effort, time and data necessary to underwrite a life insurance application. These systems allow point of sale distribution and can shorten the time frame for issuance from weeks or even months to hours or minutes, depending on the amount of insurance being purchased.
The mortality of underwritten persons rises much more quickly than the general population. At the end of 10 years, the mortality of that 25-year-old, non-smoking male is 0.66/1000/year. Consequently, in a group of one thousand 25-year-old males with a $100,000 policy, all of average health, a life insurance company would have to collect approximately $50 a year from each participant to cover the relatively few expected claims. (0.35 to 0.66 expected deaths in each year × $100,000 payout per death = $35 per policy.) Other costs, such as administrative and sales expenses, also need to be considered when setting the premiums. A 10-year policy for a 25-year-old non-smoking male with preferred medical history may get offers as low as $90 per year for a $100,000 policy in the competitive US life insurance market.
Most of the revenue received by insurance companies consists of premiums, but revenue from investing the premiums forms an important source of profit for most life insurance companies. Group insurance policies are an exception to this.
In the United States, life insurance companies are never legally required to provide coverage to everyone, with the exception of Civil Rights Act compliance requirements. Insurance companies alone determine insurability, and some people are deemed uninsurable. The policy can be declined or rated (increasing the premium amount to compensate for the higher risk), and the amount of the premium will be proportional to the face value of the policy.
Many companies separate applicants into four general categories. These categories are preferred best, preferred, standard, and tobacco. Preferred best is reserved only for the healthiest individuals in the general population. This may mean, that the proposed insured has no adverse medical history, is not under medication, and has no family history of early-onset cancer, diabetes, or other conditions. Preferred means that the proposed insured is currently under medication and has a family history of particular illnesses. Most people are in the standard category.
People in the tobacco category typically have to pay higher premiums due to higher mortality. Recent US mortality tables predict that roughly 0.35 in 1,000 non-smoking males aged 25 will die during the first year of a policy. Mortality approximately doubles for every additional ten years of age, so the mortality rate in the first year for non-smoking men is about 2.5 in 1,000 people at age 65. Compare this with the US population male mortality rates of 1.3 per 1,000 at age 25 and 19.3 at age 65 (without regard to health or smoking status).
Death benefits
Upon the insured's death, the insurer requires acceptable proof of death before it pays the claim. If the insured's death is suspicious and the policy amount is large, the insurer may investigate the circumstances surrounding the death before deciding whether it has an obligation to pay the claim.
Payment from the policy may be as a lump sum or as an annuity, which is paid in regular installments for either a specified period or for the beneficiary's lifetime.
Death benefits are the primary feature of life insurance policies, and they provide a lump sum payment to the beneficiaries of the policyholder in the event of the policyholder's death. The amount of the death benefit is typically determined at the time the policy is purchased, and it is based on factors such as the policyholder's age, health, and occupation.
It's important to note that the death benefit is only payable if the policyholder dies while the policy is in effect. If the policyholder outlives the policy, the death benefit is not paid, and the policy will typically expire. Some policies may allow the policyholder to receive a portion of the premiums paid if they outlive the policy.
Insurance vs assurance
The specific uses of the terms "insurance" and "assurance" are sometimes confused. In general, in jurisdictions where both terms are used, "insurance" refers to providing coverage for an event that might happen (fire, theft, flood, etc.), while "assurance" is the provision of coverage for an event that is certain to happen. In the United States, both forms of coverage are called "insurance" for reasons of simplicity in companies selling both products. By some definitions, "insurance" is any coverage that determines benefits based on actual losses whereas "assurance" is coverage with predetermined benefits irrespective of the losses incurred.
Life insurance may be divided into two basic classes: temporary and permanent; or the following subclasses: term, universal, whole life, and endowment life insurance.
Term insurance
Term assurance provides life insurance coverage for a specified term (usually 10–30 years). Term life insurance policies do not accumulate cash value, but are significantly less expensive than permanent life insurance policies with equivalent face amounts. Policyholders can save to provide for increased term premiums or decrease insurance needs (by paying off debts or saving to provide for survivor needs).
Mortgage life insurance insures a loan secured by real property and usually features a level premium amount for a declining policy face value because what is insured is the principal and interest outstanding on a mortgage that is constantly being reduced by mortgage payments. The face amount of the policy is always the amount of the principal and interest outstanding that are paid should the applicant die before the final installment is paid.
Group life insurance
Group life insurance (also known as wholesale life insurance or institutional life insurance) is term insurance covering a group of people, usually employees of a company, members of a union or association, or members of a pension or superannuation fund. Individual proof of insurability is not normally a consideration in its underwriting. Rather, the underwriter considers the size, turnover, and financial strength of the group. Contract provisions will attempt to exclude the possibility of adverse selection. Group life insurance often allows members exiting the group to maintain their coverage by buying individual coverage. The underwriting is carried out for the whole group instead of individuals.
Permanent life insurance
Permanent life insurance is life insurance that covers the remaining lifetime of the insured. A permanent insurance policy accumulates a cash value up to its date of maturation. The owner can access the money in the cash value by withdrawing money, borrowing the cash value, or surrendering the policy and receiving the surrender value.
The three basic types of permanent insurance are whole life, universal life, and endowment.
Whole life
Whole life insurance provides lifetime coverage for a set premium amount.
Universal life coverage
Universal life insurance (ULl) is a relatively new insurance product, intended to combine permanent insurance coverage with greater flexibility in premium payments, along with the potential for greater growth of cash values. There are several types of universal life insurance policies, including interest-sensitive (also known as "traditional fixed universal life insurance"), variable universal life (VUL), guaranteed death benefit, and has equity-indexed universal life insurance.
Universal life insurance policies have cash values. Paid-in premiums increase their cash values; administrative and other costs reduce their cash values.
Universal life insurance addresses the perceived disadvantages of whole life—namely that premiums and death benefits are fixed. With universal life, both the premiums and death benefit are flexible. With the exception of guaranteed-death-benefit universal life policies, universal life policies trade their greater flexibility for fewer guarantees.
"Flexible death benefit" means the policy owner can choose to decrease the death benefit. The death benefit can also be increased by the policy owner, usually requiring new underwriting. Another feature of flexible death benefit is the ability to choose option A or option B death benefits and to change those options over the course of the life of the insured. Option A is often referred to as a "level death benefit"; death benefits remain level for the life of the insured, and premiums are lower than policies with Option B death benefits, which pay the policy's cash value—i.e., a face amount plus earnings/interest. If the cash value grows over time, the death benefits do too. If the cash value declines, the death benefit also declines. Option B policies normally feature higher premiums than option A policies.
Endowments
The endowment policy is a life insurance contract designed to pay a lump sum after a specific term (on its 'maturity') or on death. Typical maturities are ten, fifteen, or twenty years up to a certain age limit. Some policies also pay out in the case of critical illness.
Policies are typically traditional with-profits or unit-linked (including those with unitized with-profits funds).
Endowments can be cashed in early (or surrendered) and the holder then receives the surrender value which is determined by the insurance company depending on how long the policy has been running and how much has been paid into it.
Accidental death
Accidental death insurance is a type of limited life insurance that is designed to cover the insured should they die as a result of an accident. "Accidents" run the gamut from abrasions to catastrophes but normally do not include deaths resulting from non-accident-related health problems or suicide. Because they only cover accidents, these policies are much less expensive than other life insurance policies.
Such insurance can also be accidental death and dismemberment insurance or AD&D. In an AD&D policy, benefits are available not only for accidental death but also for the loss of limbs or body functions such as sight and hearing.
Accidental death and AD&D policies pay actual benefits only very rarely, either because the cause of death is not covered by the policy or because death occurs well after the accident, by which time the premiums have gone unpaid. Various AD&D policies have different terms and exclusions. Risky activities such as parachuting, flying, professional sports, or military service are often omitted from coverage.
Accidental death insurance can also supplement standard life insurance as a rider. If a rider is purchased, the policy generally pays double the face amount if the insured dies from an accident. This was once called double indemnity insurance. In some cases, triple indemnity coverage may be available.
Senior and pre-need products
Insurance companies have in recent years developed products for niche markets, most notably targeting seniors in an aging population. These are often low to moderate face value whole life insurance policies, allowing senior citizens (ages 50-85) to purchase affordable insurance later in life. This may also be marketed as final expense insurance or burial insurance and usually have death benefits between $2,000 and $40,000. One reason for their popularity is that they only require answers to simple "yes" or "no" questions, while most other life insurance policies require a medical exam to qualify. As with other policy types, the range of premiums can vary widely.
Health questions can vary substantially between exam and no-exam policies. It may be possible for individuals with certain conditions to qualify for one type of coverage and not another. Because seniors sometimes are not fully aware of the policy provisions, policyholders may believe that their policies last for a lifetime, for example, and that Premiums on some policies increase at regular intervals, such as every five years.
Pre-need life insurance policies are limited premium payment, whole life policies that are usually purchased by older applicants, though they are available to everyone. This type of insurance is designed to cover specific funeral expenses that the applicant has designated in a contract with a funeral home. The policy's death benefit is initially based on the funeral cost at the time of prearrangement, and it then typically grows as interest is credited. In exchange for the policy owner's designation, the funeral home typically guarantees that the proceeds will cover the cost of the funeral, no matter when death occurs. Excess proceeds may go either to the insured's estate, a designated beneficiary, or the funeral home as set forth in the contract. Purchasers of these policies usually make a single premium payment at the time of prearrangement, but some companies also allow premiums to be paid over as much as ten years.
Related products
Riders are modifications to the insurance policy added at the same time the policy is issued. These riders change the basic policy to provide some features desired by the policy owner. A common rider is accidental death. Another common rider is a premium waiver, which waives future premiums if the insured becomes disabled.
Joint life insurance is either term or permanent life insurance that insures two or more persons, with proceeds payable on the death of either.
Unit-linked insurance plans
Unit-linked insurance plans are unique insurance plans which are similar to mutual funds and term insurance plans combined as one product. The investor does not participate in the profits of the plan per se but gets returns based on the returns on the chosen funds.
With-profits policies
Some policies afford the policyholder a share of the profits of the insurance company—these are termed with-profits policies. Other policies provide no rights to a share of the profits of the company—these are non-profit policies.
With-profit policies are used as a form of collective investment scheme to achieve capital growth. Other policies offer a guaranteed return not dependent on the company's underlying investment performance; these are often referred to as without-profit policies, which may be construed as a misnomer.
Taxation
India
According to section 80C of the Income Tax Act, 1961 (of the Indian penal code) premiums paid towards a valid life insurance policy can be exempted from the taxable income. Along with life insurance premiums, section 80C allows an exemption for other financial instruments such as Employee Provident Fund (EPF), Public Provident Fund (PPF), Equity Linked Savings Scheme (ELSS), National Savings Certificate (NSC), and health insurance premiums are some of them. The total amount that can be exempted from the taxable income for section 80C is capped at a maximum of INR 150,000. The exemptions are eligible for individuals (Indian citizens) or Hindu Undivided Family (HUF).
Apart from tax benefit under section 80C, in India, a policy holder is entitled for a tax exemption on the death benefit received. The received amount is fully exempt from Income Tax under Section 10(10D).
Australia
Where the life insurance is provided through a superannuation fund, contributions made to fund insurance premiums are tax deductible for self-employed persons and substantially self-employed persons and employers. However, where life insurance is held outside of the superannuation environment, the premiums are generally not tax deductible. For insurance through a superannuation fund, the annual deductible contributions to the superannuation funds are subject to age limits. These limits apply to employers making deductible contributions. They also apply to self-employed persons and substantially self-employed persons. Included in these overall limits are insurance premiums. This means that no additional deductible contributions can be made for the funding of insurance premiums. Insurance premiums can, however, be funded by undeducted contributions. For further information on deductible contributions see "under what conditions can an employer claim a deduction for contributions made on behalf of their employees?" and "what is the definition of substantially self-employed?". The insurance premium paid by the superannuation fund can be claimed by the fund as a deduction to reduce the 15% tax on contributions and earnings. (Ref: ITAA 1936, Section 279).
South Africa
Premiums paid by a policyholder are not deductible from taxable income, although premiums paid via an approved pension fund registered in terms of the Income Tax Act are permitted to be deducted from personal income tax (whether these premiums are nominally being paid by the employer or employee). The benefits arising from life assurance policies are generally not taxable as income to beneficiaries (again in the case of approved benefits, these fall under retirement or withdrawal taxation rules from SARS). Investment return within the policy will be taxed within the life policy and paid by the life assurer depending on the nature of the policyholder (whether natural person, company-owned, untaxed, or a retirement fund).
United States
Premiums paid by the policy owner are normally not deductible for federal and state income tax purposes, and proceeds paid by the insurer upon the death of the insured are not included in gross income for federal and state income tax purposes. However, if the proceeds are included in the "estate" of the deceased, it is likely they will be subject to federal and state estate and inheritance tax.
Cash value increases within the policy are not subject to income taxes unless certain events occur. For this reason, insurance policies can be legal and legitimate tax shelter wherein savings can increase without taxation until the owner withdraws the money from the policy. In flexible-premium policies, large deposits of premiums could cause the contract to be considered a modified endowment contract by the Internal Revenue Service (IRS), which negates many of the tax advantages associated with life insurance. The insurance company, in most cases, will inform the policy owner of this danger before deciding their premium.
The tax ramifications of life insurance are complex. The policy owner would be well advised to carefully consider them. As always, both the United States Congress and state legislatures can change the tax laws at any time.
In 2018, a fiduciary standard rule on retirement products by the United States Department of Labor posed a possible risk.
United Kingdom
Premiums are not usually deductible against income tax or corporation tax, however, qualifying policies issued prior to 14 March 1984 do still attract LAPR (Life Assurance Premium Relief) at 15% (with the net premium being collected from the policyholder).
Non-investment life policies do not normally attract either income tax or capital gains tax on a claim. If the policy has an investment element such as an endowment policy, whole of life policy, or an investment bond then the tax treatment is determined by the qualifying status of the policy.
Qualifying status is determined at the outset of the policy if the contract meets certain criteria. Essentially, long-term contracts (10+ years) tend to be qualifying policies and the proceeds are free from income tax and capital gains tax. Single premium contracts and those running for a short term are subject to income tax depending upon the marginal rate in the year a gain is made. All UK insurers pay a special rate of corporation tax on the profits from their life book; this is deemed as meeting the lower rate (20% in 2005-06) of liability for policyholders. Therefore, a policyholder who is a higher-rate taxpayer (40% in 2005-06), or becomes one through the transaction, must pay tax on the gain at the difference between the higher and the lower rate. This gain is reduced by applying a calculation called top-slicing based on the number of years the policy has been held. Although this is complicated, the taxation of life assurance-based investment contracts may be beneficial compared to alternative equity-based collective investment schemes (unit trusts, investment trusts, and OEICs). One feature which especially favors investment bonds is the "5% cumulative allowance"—the ability to draw 5% of the original investment amount each policy year without being subject to any taxation on the amount withdrawn. If not used in one year, the 5% allowance can roll over into future years, subject to a maximum tax-deferred withdrawal of 100% of the premiums payable. The withdrawal is deemed by the HMRC (Her Majesty's Revenue and Customs) to be a payment of capital and therefore, the tax liability is deferred until maturity or surrender of the policy. This is an especially useful tax planning tool for higher rate taxpayers who expect to become basic rate taxpayers at some predictable point in the future, as at this point the deferred tax liability will not result in tax being due.
The proceeds of a life policy will be included in the estate for death duty (in the UK, inheritance tax) purposes. Policies written in trust may fall outside the estate. Trust law and taxation of trusts can be complicated, so any individual intending to use trusts for tax planning would usually seek professional advice from an independent financial adviser or solicitor.
Pension term assurance
Although available before April 2006, from this date pension term assurance became widely available in the UK. Most UK insurers adopted the name "life insurance with tax relief" for the product. Pension term assurance is effectively normal term life assurance with tax relief on the premiums. All premiums are paid at a net basic rate tax of 22%, and higher-rate taxpayers can gain an extra 18% tax relief via their tax return. Although not suitable for all, PTA briefly became one of the most common forms of life assurance sold in the UK until Chancellor Gordon Brown announced the withdrawal of the scheme in his pre-budget announcement on 6 December 2006.
Stranger originated
Stranger-originated life insurance or STOLI is a life insurance policy that is held or financed by a person who has no relationship to the insured person. Generally, the purpose of life insurance is to provide peace of mind by assuring that financial loss or hardship will be alleviated in the event of the insured person's death. STOLI has often been used as an investment technique whereby investors will encourage someone (usually an elderly person) to purchase life insurance and name the investors as the beneficiary of the policy. This undermines the primary purpose of life insurance, as the investors would incur no financial loss should the insured person die. In some jurisdictions, there are laws to discourage or prevent STOLI.
Criticism
Although some aspects of the application process (such as underwriting and insurable interest provisions) make it difficult, life insurance policies have been used to facilitate exploitation and fraud. In the case of life insurance, there is a possible motive to purchase a life insurance policy, particularly if the face value is substantial, and then murder the insured. Usually, the larger the claim or the more serious the incident, the larger and more intense the ensuing investigation by police and insurer investigators. Multiple fictional and non-fictional works, including books, films, television series and podcasts have featured the scenario as a plot device or actually occurring as a true crime. There was also a documented case in Los Angeles in 2006 where two elderly women were accused of taking in homeless men and assisting them. As part of their assistance, they took out life insurance for the men. After the contestability period ended on the policies, the women are alleged to have had the men killed via hit-and-run vehicular homicide.
On April 17, 2016, a report by Lesley Stahl on 60 Minutes claimed that life insurance companies do not pay significant numbers of beneficiaries. This is because many people named as beneficiaries never submit claims to the insurance companies upon the death of the insured, and are unaware that any benefit exists to be claimed, though the insurance companies have full knowledge. The amounts of such benefits are often small, but the numbers of would-be beneficiaries are quite large. These unclaimed benefits eventually become sources of profit.
See also
Corporate-owned life insurance
Critical illness insurance
Economic capital
Estate planning
False insurance claims
General insurance
Internal Revenue Code section 79
Interstate Insurance Product Regulation Commission
Life expectancy
Life settlement
Pet insurance
Retirement planning
Return of premium life insurance
Segregated funds
Servicemembers' Group Life Insurance
Term life insurance
Tontine
References
Specific references
General sources
Oviatt, F. C. "Economic place of insurance and its relation to society" in
External links
Types of insurance
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Music of Italy
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In Italy, music has traditionally been one of the cultural markers of Italian national and ethnic identity and holds an important position in society and in politics. Italian music innovationin musical scale, harmony, notation, and theatreenabled the development of opera, in the late 16th century, and much of modern European classical musicsuch as the symphony and concertoranges across a broad spectrum of opera and instrumental classical music and popular music drawn from both native and imported sources.
Italian folk music is an important part of the country's musical heritage, and spans a diverse array of regional styles, instruments and dances. Instrumental and vocal classical music is an iconic part of Italian identity, spanning experimental art music and international fusions to symphonic music and opera. Opera is integral to Italian musical culture, and has become a major segment of popular music. The Canzone Napoletana—the Neapolitan Song, and the cantautori singer-songwriter traditions are also popular domestic styles that form an important part of the Italian music industry, alongside imported genres such as jazz, rock and hip hop from the United States. Italy was also an important country in the development of disco and electronic music, with Italo disco being one of the earliest electronic dance genres.
Characteristics
Italian music has been held up in high esteem in history and many pieces of Italian music are considered high art. More than other elements of Italian culture, music is generally eclectic, but unique from other nations' music. The country's historical contributions to music are also an important part of national pride. The relatively recent history of Italy includes the development of an opera tradition that has spread throughout the world; prior to the development of Italian identity or a unified Italian state, the Italian peninsula contributed to important innovations in music including the development of musical notation and Gregorian chant.
Social identity
Italy has a strong sense of national identity through distinctive culture – a sense of an appreciation of beauty and emotionality, which is strongly evidenced in the music. Cultural, political and social issues are often also expressed through music in Italy. Allegiance to music is integrally woven into the social identity of Italians but no single style has been considered a characteristic "national style". Most folk music is localized, and unique to a small region or city. Italy's classical legacy, however, is an important point of the country's identity, particularly opera; traditional operatic pieces remain a popular part of music and an integral component of national identity. The musical output of Italy remains characterized by "great diversity and creative independence (with) a rich variety of types of expression".
With the growing industrialization that accelerated during the 20th and 21st century, Italian society gradually moved from an agricultural base to an urban and industrial center. This change weakened traditional culture in many parts of society; a similar process occurred in other European countries, but unlike them, Italy had no major initiative to preserve traditional musics. Immigration from North Africa, Asia, and other European countries led to further diversification of Italian music. Traditional music came to exist only in small pockets, especially as part of dedicated campaigns to retain local musical identities.
Politics
Music and politics have been intertwined for centuries in Italy. Just as many works of art in the Italian Renaissance were commissioned by royalty and the Catholic Church, much music was likewise composed on the basis of such commissions—incidental court music, music for coronations, for the birth of a royal heir, royal marches, and other occasions. Composers who strayed ran certain risks. Among the best known of such cases was the Neapolitan composer Domenico Cimarosa, who composed the Republican hymn for the short-lived Neapolitan Republic of 1799. When the republic fell, he was tried for treason along with other revolutionaries. Cimarosa was not executed by the restored monarchy, but he was exiled.
Music also played a role in the unification of the peninsula. During this period, some leaders attempted to use music to forge a unifying cultural identity. One example is the chorus "Va, pensiero" from Giuseppe Verdi's opera Nabucco. The opera is about ancient Babylon kingdom, but the chorus contains the phrase "O mia Patria", ostensibly about the struggle of the Israelites confederation, but also a thinly veiled reference to the destiny of a not-yet-united Italy; the entire chorus became the unofficial anthem of the Risorgimento, the drive to unify Italy in the 19th century. Even Verdi's name was a synonym for Italian unity because "Verdi" could be read as an acronym for Vittorio Emanuele Re d'Italia, Victor Emanuel King of Italy, the Savoy monarch who eventually became Victor Emanuel II, the first king of united Italy. Thus, "Viva Verdi" was a rallying cry for patriots and often appeared in graffiti in Milan and other cities in what was then part of Austro-Hungarian territory. Verdi had problems with censorship before the unification of Italy. His opera Un ballo in maschera was originally entitled Gustavo III and was presented to the San Carlo opera in Naples, the capital of the Kingdom of the Two Sicilies, in the late 1850s. The Neapolitan censors objected to the realistic plot about the assassination of Gustav III, King of Sweden, in the 1790s. Even after the plot was changed, the Neapolitan censors still rejected it.
Later, in the Fascist era of the 1920s and 30s, government censorship and interference with music occurred, though not on a systematic basis. Prominent examples include the notorious anti-modernist manifesto of 1932 and Mussolini's banning of G.F. Malipiero's opera La favola del figlio cambiato after one performance in 1934. The music media often criticized music that was perceived as either politically radical or insufficiently Italian. General print media, such as the Enciclopedia Moderna Italiana, tended to treat traditionally favored composers such as Giacomo Puccini and Pietro Mascagni with the same brevity as composers and musicians that were not as favored—modernists such as Alfredo Casella and Ferruccio Busoni; that is, encyclopedia entries of the era were mere lists of career milestones such as compositions and teaching positions held. Even the conductor Arturo Toscanini, an avowed opponent of Fascism, gets the same neutral and distant treatment with no mention at all of his "anti-regime" stance. Perhaps the best-known episode of music colliding with politics involves Toscanini. He had been forced out of the musical directorship at La Scala in Milan in 1929 because he refused to begin every performance with the fascist song, "Giovinezza". For this insult to the regime, he was attacked and beaten on the street outside the Bologne opera after a performance in 1931. During the Fascist era, political pressure stymied the development of classical music, although censorship was not as systematic as in Nazi Germany. A series of "racial laws" was passed in 1938, thus denying to Jewish composers and musicians membership in professional and artistic associations. Although there was not a massive flight of Italian Jews from Italy during this period (compared to the situation in Germany) composer Mario Castelnuovo-Tedesco, an Italian Jew, was one of those who emigrated. Some non-Jewish foes of the regime also emigrated—Toscanini, for one.
More recently, in the later part of the 20th century, especially in the 1970s and beyond, music became further enmeshed in Italian politics. A roots revival stimulated interest in folk traditions, led by writers, collectors and traditional performers. The political right in Italy viewed this roots revival with disdain, as a product of the "unprivileged classes". The revivalist scene thus became associated with the opposition, and became a vehicle for "protest against free-market capitalism". Similarly, the avant-garde classical music scene has, since the 1970s, been associated with and promoted by the Italian Communist Party, a change that can be traced back to the 1968 student revolts and protests.
Classical music
Italy has long been a center for European classical music, and by the beginning of the 20th century, Italian classical music had forged a distinct national sound that was decidedly Romantic and melodic. As typified by the operas of Verdi, it was music in which "... The vocal lines always dominate the tonal complex and are never overshadowed by the instrumental accompaniments ..." Italian classical music had resisted the "German harmonic juggernaut"—that is, the dense harmonies of Richard Wagner, Gustav Mahler and Richard Strauss. Italian music also had little in common with the French reaction to that German music—the impressionism of Claude Debussy, for example, in which melodic development is largely abandoned for the creation of mood and atmosphere through the sounds of individual chords.
European classical music changed greatly in the 20th century. New music abandoned much of the historical, nationally developed schools of harmony and melody in favor of experimental music, atonality, minimalism and electronic music, all of which employ features that have become common to European music in general and not Italy specifically. These changes have also made classical music less accessible to many people. Important composers of the period include Ottorino Respighi, Ferruccio Busoni, Alfredo Casella, Gian Francesco Malipiero, Franco Alfano, Bruno Maderna, Luciano Berio, Luigi Nono, Sylvano Bussotti, Salvatore Sciarrino, Luigi Dallapiccola, Carlo Jachino, Gian Carlo Menotti, Jacopo Napoli, and Goffredo Petrassi.
Opera
Opera originated in Italy in the late 16th century during the time of the Florentine Camerata. Through the centuries that followed, opera traditions developed in Naples and Venice; the operas of Claudio Monteverdi, Alessandro Scarlatti, Giambattista Pergolesi, and, later, of Gioacchino Rossini, Vincenzo Bellini, and Gaetano Donizetti flourished. Opera has remained the musical form most closely linked with Italian music and Italian identity. This was most obvious in the 19th century through the works of Giuseppe Verdi, an icon of Italian culture and pan-Italian unity. Italy retained a Romantic operatic musical tradition in the early 20th century, exemplified by composers of the so-called Giovane Scuola, whose music was anchored in the previous century, including Arrigo Boito, Ruggiero Leoncavallo, Pietro Mascagni, and Francesco Cilea. Giacomo Puccini, who was a realist composer, has been described by Encyclopædia Britannica Online as the man who "virtually brought the history of Italian opera to an end".
After World War I, however, opera declined in comparison to the popular heights of the 19th and early 20th centuries. Causes included the general cultural shift away from Romanticism and the rise of the cinema, which became a major source of entertainment. A third cause is the fact that "internationalism" had brought contemporary Italian opera to a state where it was no longer "Italian". This was the opinion of at least one prominent Italian musicologist and critic, Fausto Terrefranca, who, in a 1912 pamphlet entitled Giaccomo Puccini and International Opera, accused Puccini of "commercialism" and of having deserted Italian traditions. Traditional Romantic opera remained popular; indeed, the dominant opera publisher in the early 20th century was Casa Ricordi, which focused almost exclusively on popular operas until the 1930s, when the company allowed more unusual composers with less mainstream appeal. The rise of relatively new publishers such as Carisch and Suvini Zerboni also helped to fuel the diversification of Italian opera. Opera remains a major part of Italian culture; renewed interest in opera across the sectors of Italian society began in the 1980s. Respected composers from this era include the well-known Aldo Clementi, and younger peers such as Marco Tutino and Lorenzo Ferrero.
Sacred music
Italy, being one of Catholicism's seminal nations, has a long history of music for the Catholic Church. Until approximately 1800, it was possible to hear Gregorian Chant and Renaissance polyphony, such as the music of Palestrina, Lassus, Anerio, and others. Approximately 1800 to approximately 1900 was a century during which a more popular, operatic, and entertaining type of church music was heard, to the exclusion of the aforementioned chant and polyphony. In the late 19th century, the Cecilian Movement was started by musicians who fought to restore this music. This movement gained impetus not in Italy but in Germany, particularly in Regensburg. The movement reached its apex around 1900 with the ascent of Don Lorenzo Perosi and his supporter (and future saint), Pope Pius X. The advent of Vatican II, however, nearly obliterated all Latin-language music from the Church, once again substituting it with a more popular style.
Instrumental music
Baroque and Classical
The dominance of opera in Italian music tends to overshadow the important area of instrumental music. Historically, such music includes the vast array of sacred instrumental music, instrumental concertos, and orchestral music in the works of Andrea Gabrieli, Giovanni Gabrieli, Girolamo Frescobaldi, Giuseppe Garibaldi, Tomaso Albinoni, Arcangelo Corelli, Antonio Vivaldi, Domenico Scarlatti, Luigi Boccherini, Muzio Clementi, Giuseppe Gariboldi, Luigi Cherubini, Giovanni Battista Viotti and Niccolò Paganini. (Even opera composers occasionally worked in other forms—Giuseppe Verdi's String Quartet in E minor, for example. Even Donizetti, whose name is identified with the beginnings of Italian lyric opera, wrote 18 string quartets.) In the early 20th century, instrumental music began growing in importance, a process that started around 1904 with Giuseppe Martucci's Second Symphony, a work that Gian Francesco Malipiero called "the starting point of the renaissance of non-operatic Italian music." Several early composers from this era, such as Leone Sinigaglia, used native folk traditions.
Romantic to Modern
The early 20th century is also marked by the presence of a group of composers called the generazione dell'ottanta (generation of 1880), including Franco Alfano, Alfredo Casella, Gian Francesco Malipiero, Ildebrando Pizzetti, and Ottorino Respighi. These composers usually concentrated on writing instrumental works, rather than opera. Members of this generation were the dominant figures in Italian music after Puccini's death in 1924. New organizations arose to promote Italian music, such as the Venice Festival of Contemporary Music and the Maggio Musicale Fiorentino. Guido Gatti's founding of the periodical Il Pianoforte and then La rassegna musicale also helped to promote a broader view of music than the political and social climate allowed. Most Italians, however, preferred more traditional pieces and established standards, and only a small audience sought new styles of experimental classical music.
Italy is also the homeland of important interpreters, such as Arturo Benedetti Michelangeli, Quartetto Italiano, I Musici, Salvatore Accardo, Maurizio Pollini, Uto Ughi, Aldo Ciccolini, Severino Gazzelloni, Arturo Toscanini, Mario Brunello, Ferruccio Busoni, Claudio Abbado, Ruggero Chiesa, Bruno Canino, Carlo Maria Giulini, Oscar Ghiglia and Riccardo Muti.
Ballet
Italian contributions to ballet are less known and appreciated than in other areas of classical music. Italy, particularly Milan, was a center of court ballet as early as the 15th century, which was influenced by the entertainments common in royal celebrations and aristocratic weddings. Early choreographers and composers of ballet include Fabritio Caroso and Cesare Negri. The style of ballet known as the "spectacles all’italiana" imported to France from Italy caught on, and the first ballet performed in France (1581), Ballet Comique de la Reine, was choreographed by an Italian, Baltazarini di Belgioioso, better known by the French version of his name, Balthasar de Beaujoyeulx. Early ballet was accompanied by considerable instrumentation, with the playing of horns, trombones, kettle drums, dulcimers, bagpipes, etc. Although the music has not survived, there is speculation that dancers, themselves, may have played instruments on stage. Then, in the wake of the French Revolution, Italy again became a center of ballet, largely through the efforts of Salvatore Viganò, a choreographer who worked with some of the most prominent composers of the day. He became balletmaster at La Scala in 1812. The best-known example of Italian ballet from the 19th century is probably Excelsior, with music by Romualdo Marenco and choreography by Luigi Manzotti. It was composed in 1881 and is a lavish tribute to the scientific and industrial progress of the 19th century. It is still performed and was staged as recently as 2002.
Currently, major Italian opera theaters maintain ballet companies. They exist to provide incidental and ceremonial dancing in many operas, such as Aida or La Traviata. These dance companies usually maintain a separate ballet season and perform the standard repertoire of classical ballet, little of which is Italian. The Italian equivalent of the Russian Bolshoi Ballet and similar companies that exist only to perform ballet, independent of a parent opera theater is La Scala Theatre Ballet. In 1979, a modern dance company, Aterballetto, was founded in Reggio Emilia by Vittorio Biagi.
Experimental music
Experimental music is a broad, loosely defined field encompassing musics created by abandoning traditional classical concepts of melody and harmony, and by using the new technology of electronics to create hitherto impossible sounds. In Italy, one of the first to devote his attention to experimental music was Ferruccio Busoni, whose 1907 publication, Sketch for a New Aesthetic of Music, discussed the use of electrical and other new sounds in future music. He spoke of his dissatisfaction with the constraints of traditional music:
"We have divided the octave into twelve equidistant degrees…and have constructed our instruments in such as way that we can never get in above or below or between them…our ears are no longer capable of hearing anything else…yet Nature created an infinite gradation—infinite! Who still knows it nowadays?"
Similarly, Luigi Russolo, the Italian Futurist painter and composer, wrote of the possibilities of new music in his 1913 manifestoes The Art of Noises and Musica Futurista. He also invented and built instruments such as the intonarumori, mostly percussion, which were used in a precursor to the style known as musique concrète. One of the most influential events in early 20th century music was the return of Alfredo Casella from France in 1915; Casella founded the Società Italiana di Musica Moderna, which promoted several composers in disparate styles, ranging from experimental to traditional. After a dispute over the value of experimental music in 1923, Casella formed the Corporazione delle Nuove Musiche to promote modern experimental music.
In the 1950s, Luciano Berio experimented with instruments accompanied by electronic sounds on tape. In modern Italy, one important organization that fosters research in avantgarde and electronic music is CEMAT, the Federation of Italian Electroacoustic Music Centers. It was founded in 1996 in Rome and is a member of the CIME, the Confédération Internationale de Musique Electroacoustique. CEMAT promotes the activities of the "Sonora" project, launched jointly by the Department for Performing Arts, Ministry for Cultural Affairs and the Directorate for Cultural Relations, Ministry for Foreign Affairs with the object of promoting and diffusing Italian contemporary music abroad.
Classical music in society
Italian classical music grew gradually more experimental and progressive into the mid-20th century, while popular tastes have tended to stick with well established composers and compositions of the past. The 2004–2005 program at the Teatro San Carlo in Naples is typical of modern Italy: of the eight operas represented, the most recent was Puccini. In symphonic music, of the 26 composers whose music was played, 21 of them were from the 19th century or earlier, composers who use the melodies and harmonies typical of the Romantic era. This focus is common to other European traditions, and is known as postmodernism, a school of thought that draws on earlier harmonic and melodic concepts that pre-date the conceptions of atonality and dissonance. This focus on popular historical composers has helped to maintain a continued presence of classical music across a broad spectrum of Italian society. When music is part of a public display or gathering, it is often chosen from a very eclectic repertoire that is as likely to include well-known classical music as popular music.
A few recent works have become a part of the modern repertoire, including scores and theatrical works by composers such as Luciano Berio, Luigi Nono, Franco Donatoni, and Sylvano Bussotti. These composers are not part of a distinct school or tradition, though they do share certain techniques and influences. By the 1970s, avant-garde classical music had become linked to the Italian Communist Party, while a revival of popular interest continued into the next decade, with foundations, festivals and organization created to promote modern music. Near the end of the 20th century, government sponsorship of musical institutions began to decline, and several RAI choirs and city orchestras were closed. Despite this, a number of composers gained international reputations in the early 21st century.
Folk music
Italian folk music has a deep and complex history. Because national unification came late to the Italian peninsula, the traditional music of its many hundreds of cultures exhibit no homogeneous national character. Rather, each region and community possesses a unique musical tradition that reflects the history, language, and ethnic composition of that particular locale. These traditions reflect Italy's geographic position in southern Europe and in the centre of the Mediterranean; Celtic, Slavic, Greek, and Byzantine influences, as well as rough geography and the historic dominance of small city states, have all combined to allow diverse musical styles to coexist in close proximity.
Italian folk styles are very diverse, and include monophonic, polyphonic, and responsorial song, choral, instrumental and vocal music, and other styles. Choral singing and polyphonic song forms are primarily found in northern Italy, while south of Naples, solo singing is more common, and groups usually use unison singing in two or three parts carried by a single performer. Northern ballad-singing is syllabic, with a strict tempo and intelligible lyrics, while southern styles use a rubato tempo, and a strained, tense vocal style. Folk musicians use the dialect of their own regional tradition; this rejection of the standard Italian language in folk song is nearly universal. There is little perception of a common Italian folk tradition, and the country's folk music never became a national symbol.
Regions
Folk music is sometimes divided into several spheres of geographic influence, a classification system of three regions, southern, central and northern, proposed by Alan Lomax in 1956 and often repeated. Additionally, Curt Sachs proposed the existence of two quite distinct kinds of folk music in Europe: continental and Mediterranean. Others have placed the transition zone from the former to the latter roughly in north-central Italy, approximately between Pesaro and La Spezia. The central, northern and southern parts of the peninsula each share certain musical characteristics, and are each distinct from the music of Sardinia.
In the Piedmontese valleys and some Ligurian communities of northwestern Italy, the music preserves the strong influence of ancient Occitania. The lyrics of the Occitanic troubadours are some of the oldest preserved samples of vernacular song, and modern bands like Gai Saber and Lou Dalfin preserve and contemporize Occitan music. The Occitanian culture retains characteristics of the ancient Celtic influence, through the use of six- or seven-hole flutes (fifre) or the bagpipes (piva). Much of northern Italy shares with areas of Europe further to the north an interest in ballad singing (called canto epico lirico in Italian) and choral singing. Even ballads—usually thought of as a vehicle for a solo voice—may be sung in choirs. In the province of Trento "folk choirs" are the most common form of music making.
Noticeable musical differences in the southern type include increased use of interval part singing and a greater variety of folk instruments. The Celtic and Slavic influences on the group and open-voice choral works of the north yield to a stronger Arabic, Greek, and North African-influenced strident monody of the south. In parts of Apulia (Grecìa Salentina, for example) the Griko dialect is commonly used in song. The Apulian city of Taranto is a home of the tarantella, a rhythmic dance widely performed in southern Italy. Apulian music in general, and Salentine music in particular, has been well researched and documented by ethnomusicologists and by Aramirè.
The music of the island of Sardinia is best known for the polyphonic chanting of the tenores. The sound of the tenores recalls the roots of Gregorian chant, and is similar to but distinctive from the Ligurian trallalero. Typical instruments include the launeddas, a Sardinian triplepipe used in a sophisticated and complex manner. Efisio Melis was a well-known master launeddas player of the 1930s.
Songs
Italian folk songs include ballads, lyrical songs, lullabies and children's songs, seasonal songs based around holidays such as Christmas, life-cycle songs that celebrate weddings, baptisms and other important events, dance songs, cattle calls and occupational songs, tied to professions such as fishermen, shepherds and soldiers. Ballads (canti epico-lirici) and lyric songs (canti lirico-monostrofici) are two important categories. Ballads are most common in northern Italy, while lyric songs prevail further south. Ballads are closely tied to the English form, with some British ballads existing in exact correspondence with an Italian song. Other Italian ballads are more closely based on French models. Lyric songs are a diverse category that consist of lullabies, serenades and work songs, and are frequently improvised though based on a traditional repertoire.
Other Italian folk song traditions are less common than ballads and lyric songs. Strophic, religious laude, sometimes in Latin, are still occasionally performed, and epic songs are also known, especially those of the maggio celebration. Professional female singers perform dirges similar in style to those elsewhere in Europe. Yodeling exists in northern Italy, though it is most commonly associated with the folk musics of other Alpine nations. The Italian Carnival is associated with several song types, especially the Carnival of Bagolino, Brescia. Choirs and brass bands are a part of the mid-Lenten holiday, while the begging song tradition extends through many holidays throughout the year.
Instrumentation
Instrumentation is an integral part of all facets of Italian folk music. There are several instruments that retain older forms even while newer models have become widespread elsewhere in Europe. Many Italian instruments are tied to certain rituals or occasions, such as the zampogna bagpipe, typically heard only at Christmas. Italian folk instruments can be divided into string, wind and percussion categories. Common instruments include the , an accordion most closely associated with the ; the diatonic button is most common in central Italy, while chromatic accordions prevail in the north. Many municipalities are home to brass bands, which perform with roots revival groups; these ensembles are based around the clarinet, accordion, violin and small drums, adorned with bells.
Italy's wind instruments include most prominently a variety of folk flutes. These include duct, globular and transverse flutes, as well as various variations of the pan flute. Double flutes are most common in Campania, Calabria and Sicily. A ceramic pitcher called the is also used as a wind instrument, by blowing across an opening in the narrow bottle neck; it is found in eastern Sicily and Campania. Single- () and double-reed () pipes are commonly played in groups of two or three. Several folk bagpipes are well-known, including central Italy's ; dialect names for the bagpipe vary throughout Italy-- in Bergamo, in Lombardy, in Alessandria, Genoa, Pavia and Piacenza, and so forth.
Numerous percussion instruments are a part of Italian folk music, including wood blocks, bells, castanets, drums. Several regions have their own distinct form of rattle, including the cog rattle and the Calabrian , a spinning or shepherd's staff with permanently attached seed rattles with ritual fertility significance. The Neapolitan rattle is the , made out of several mallets in a wooden frame. Tambourines (, ), as are various kinds of drums, such as the friction drum . The tamburello, while appearing very similar to the contemporary western tambourine, is actually played with a much more articulate and sophisticated technique (influenced by Middle Eastern playing), giving it a wide range of sounds. The mouth-harp, or care-chaser, is a distinctive instrument, found only in northern Italy and Sicily.
String instruments vary widely depending on locality, with no nationally prominent representative. Viggiano is home to a harp tradition, which has a historical base in Abruzzi, Lazio and Calabria.
Calabria, alone, has 30 traditional musical instruments, some of which have strongly archaic characteristics and are largely extinct elsewhere in Italy. It is home to the four- or five-stringed guitar called the , and a three-stringed, bowed fiddle called the lira, which is also found in similar forms in the music of Crete and Southeastern Europe. A one-stringed, bowed fiddle called the , is common in the northeast of the country. The largely German-speaking area of South Tyrol is known for the zither, and the ghironda (hurdy-gurdy) is found in Emilia, Piedmont and Lombardy.
Existing, rooted and widespread traditions confirm the production of ephemeral and toy instruments made of bark, reed (arundo donax), leaves, fibers and stems, as it emerges, for example, from Fabio Lombardi's research.
Dance
Dance is an integral part of folk traditions in Italy. Some of the dances are ancient and, to a certain extent, persist today. There are magico-ritual dances of propitiation as well as harvest dances, including the "sea-harvest" dances of fishing communities in Calabria and the wine harvest dances in Tuscany. Famous dances include the southern ; perhaps the most iconic of Italian dances, the is in 6/8 time, and is part of a folk ritual intended to cure the poison caused by tarantula bites. Popular Tuscan dances ritually act out the hunting of the hare, or display blades in weapon dances that simulate or recall the moves of combat, or use the weapons as stylized instruments of the dance itself. For example, in a few villages in northern Italy, swords are replaced by wooden half-hoops embroidered with green, similar to the so-called "garland dances" in northern Europe. There are also dances of love and courting, such as the duru-duru dance in Sardinia.
Many of these dances are group activities, the group setting up in rows or circles; some—the love and courting dances—involve couples, either a single couple or more. The (performed to the sound of the tambourine) is a couple dance performed in southern Italy and accompanied by a lyric song called a . Other couples dances are collectively referred to as saltarello. There are, however, also solo dances; most typical of these are the "flag dances" of various regions of Italy, in which the dancer passes a town flag or pennant around the neck, through the legs, behind the back, often tossing it high in the air and catching it. These dances can also be done in groups of solo dancers acting in unison or by coordinating flag passing between dancers. Northern Italy is also home to the , an accompanied dance that was incorporated in Western art music by the composer Muzio Clementi.
Academic interest in the study of dance from the perspectives of sociology and anthropology has traditionally been neglected in Italy but is currently showing renewed life at the university and post-graduate level.
Popular music
The earliest Italian popular music was the opera of the 19th century. Opera has had a lasting effect on Italy's classical and popular music. Opera tunes spread through brass bands and itinerant ensembles. Canzone Napoletana, or Neapolitan song, is a distinct tradition that became a part of popular music in the 19th century, and was an iconic image of Italian music abroad by the end of the 20th century.
Imported styles have also become an important part of Italian popular music, beginning with the French Café-chantant in the 1890s and then the arrival of American jazz in the 1910s. Until Italian Fascism became officially "allergic" to foreign influences in the late 1930s, American dance music and musicians were quite popular; jazz great Louis Armstrong toured Italy as late as 1935 to great acclaim. In the 1950s, American styles became more prominent, especially rock. The singer-songwriter cantautori tradition was a major development of the later 1960s, while the Italian rock scene soon diversified into progressive, punk, funk and folk-based styles.
Early popular song
Italian opera became immensely popular in the 19th century and was known across even the most rural sections of the country. Most villages had occasional opera productions, and the techniques used in opera influenced rural folk musics. Opera spread through itinerant ensembles and brass bands, focused in a local village. These civic bands (banda communale) used instruments to perform operatic arias, with trombones or fluegelhorns for male vocal parts and cornets for female parts.
Regional music in the 19th century also became popular throughout Italy. Notable among these local traditions was the Canzone Napoletana—the Neapolitan Song. Although there are anonymous, documented songs from Naples from many centuries ago, the term, canzone Napoletana now generally refers to a large body of relatively recent, composed popular music—such songs as "'O Sole Mio", "Torna a Surriento", and "Funiculi Funicula". In the 18th century, many composers, including Alessandro Scarlatti, Leonardo Vinci, and Giovanni Paisiello, contributed to the Neapolitan tradition by using the local language for the texts of some of their comic operas. Later, others—most famously Gaetano Donizetti—composed Neapolitan songs that garnered great renown in Italy and abroad. The Neapolitan song tradition became formalized in the 1830s through an annual songwriting competition for the yearly Piedigrotta festival, dedicated to the Madonna of Piedigrotta, a well-known church in the Mergellina area of Naples. The music is identified with Naples, but is famous abroad, having been exported on the great waves of emigration from Naples and southern Italy roughly between 1880 and 1920. Language is an extremely important element of Neapolitan song, which is always written and performed in Neapolitan, the regional minority language of Campania. Neapolitan songs typically use simple harmonies, and are structured in two sections, a refrain and narrative verses, often in contrasting relative or parallel major and minor keys. In non-musical terms, this means that many Neapolitan songs can sound joyful one minute and melancholy the next.
The music of Francesco Tosti was popular at the turn of the 20th century, and is remembered for his light, expressive songs. His style became very popular during the Belle Époque and is often known as salon music. His most famous works are Serenata, Addio and the popular Neapolitan song, Marechiaro, the lyrics of which are by the prominent Neapolitan dialect poet, Salvatore di Giacomo.
Recorded popular music began in the late 19th century, with international styles influencing Italian music by the late 1910s; however, the rise of autarchia, the Fascist policy of cultural isolationism in 1922 led to a retreat from international popular music. During this period, popular Italian musicians traveled abroad and learned elements of jazz, Latin American music and other styles. These musics influenced the Italian tradition, which spread around the world and further diversified following liberalization after World War II.
Under the isolationist policies of the fascist regime, which rose to power in 1922, Italy developed an insular musical culture. Foreign musics were suppressed while Mussolini's government encouraged nationalism and linguistic and ethnic purity. Popular performers, however, travelled abroad, and brought back new styles and techniques. American jazz was an important influence on singers such as Alberto Rabagliati, who became known for a swinging style. Elements of harmony and melody from both jazz and blues were used in many popular songs, while rhythms often came from Latin dances like the tango, rumba and beguine. Italian composers incorporated elements from these styles, while Italian music, especially Neapolitan song, became a part of popular music across Latin America.
Modern pop
Among the best-known Italian pop musicians of the last few decades are Domenico Modugno, Mina, Mia Martini, Adriano Celentano, Claudio Baglioni, Ornella Vanoni, Patty Pravo and, more recently, Zucchero, Mango, Vasco Rossi, Gianna Nannini and international superstar Laura Pausini and Andrea Bocelli. Musicians who compose and sing their own songs are called cantautori (singer-songwriters). Their compositions typically focus on topics of social relevance and are often protest songs: this wave began in the 1960s with musicians like Fabrizio De André, Paolo Conte, Giorgio Gaber, Umberto Bindi, Gino Paoli and Luigi Tenco.
Social, political, psychological and intellectual themes, mainly in the wake of Gaber and De André's work, became even more predominant in the 1970s through authors such as Lucio Dalla, Pino Daniele, Francesco De Gregori, Ivano Fossati, Francesco Guccini, Edoardo Bennato, Rino Gaetano and Roberto Vecchioni. Lucio Battisti, from the late 1960s until the mid-1990s, merged the Italian music with the British rock and pop and, lately in his career, with genres like the synthpop, rap, techno and eurodance, while Angelo Branduardi and Franco Battiato pursued careers more oriented to the tradition of Italian pop music. There is some genre cross-over between the cantautori and those who are viewed as singers of "protest music".
Film scores, although they are secondary to the film, are often critically acclaimed and very popular in their own right. Among early music for Italian films from the 1930s was the work of Riccardo Zandonai with scores for the films La Principessa Tarakanova (1937) and Caravaggio (1941). Post-war examples include Goffredo Petrassi with Non c'e pace tra gli ulivi (1950) and Roman Vlad with Giulietta e Romeo (1954). Another well-known film composer was Nino Rota whose post-war career included the scores for films by Federico Fellini and, later, The Godfather series. Other prominent film score composers include Ennio Morricone, Riz Ortolani and Piero Umiliani.
Modern dance
Italy has been an important country with regards to electronic dance music, especially ever since the creation of Italo disco in the late 1970s to early 1980s. The genre, originating from disco, blended "melancholy melodies" with pop and electronic music, making usage of synthesizers and drum machines, which often gave it a futuristic sound. According to an article in The Guardian, in cities such as Verona and Milan, producers would work with singers, using mass-made synthesizers and drum machines, and incorporating them into a mix of experimental music with a "classic-pop sensibility" which would be aimed for nightclubs. The songs produced would often be sold later by labels and companies such as the Milan-based Discomagic.
Italo disco influenced several electronic groups, such as the Pet Shop Boys, Erasure and New Order, as well as genres such as Eurodance, Eurobeat and freestyle. By circa 1988, however, the genre had merged into other forms of European dance and electronic music, one of which was Italo house. Italo house blended elements of Italo disco with traditional house music; its sound was generally uplifting, and made strong usage of piano melodies. Bands of this genre include: Black Box, East Side Beat, and 49ers.
By the latter half of the 1990s, a subgenre of Eurodance known as Italo dance emerged. Taking influences from Italo disco and Italo house, Italo dance generally included synthesizer riffs, a melodic sound, and the usage of vocoders. The genre became mainstream after the release of the single "Blue (Da Ba Dee)" by Eiffel 65, which became one of Italy's most popular electronic groups; their album Europop was crowned as the greatest album of the 1990s by Channel 4. Also, a subgenre of Italo dance known as Lento Violento ("slow and violent") was developed by Gigi D'Agostino as a much slower and harder type of music. The BPM is often reduced to the half of typical Italo dance tracks. The bass is often noticeably loud, and dominates the song.
Over the years, there have been several important Italian dance music composers and producers, such as Giorgio Moroder, who won three Academy Awards and four Golden Globes for his music. His work with synthesizers heavily influenced several music genres such as new wave, techno and house music; he is credited by Allmusic as "One of the principal architects of the disco sound", and is also dubbed the "Father of Disco".
Imported styles
During the Belle Époque, the French fashion of performing popular music at the café-chantant spread throughout Europe. The tradition had much in common with cabaret, and there is overlap between café-chantant, café-concert, cabaret, music hall, vaudeville and other similar styles, but at least in its Italian manifestation, the tradition remained largely apolitical, focusing on lighter music, often risqué, but not bawdy. The first café-chantant in Italy was the Salone Margherita, which opened in 1890 on the premises of the new Galleria Umberto in Naples. Elsewhere in Italy, the Gran Salone Eden in Milan and the Music Hall Olympia in Rome opened shortly thereafter. Café-chantant was alternately known as the Italianized caffè-concerto. The main performer, usually a woman, was called a chanteuse in French; the Italian term, sciantosa, is a direct coinage from the French. The songs, themselves, were not French, but were lighthearted or slightly sentimental songs composed in Italian. That music went out of fashion with the advent of World War I.
The influence of US pop forms has been strong since the end of World War II. Lavish Broadway-show numbers, Big Bands, rock and roll, and hip hop continue to be popular. Latin music, especially Brazilian bossa nova, is also popular, and the Puerto Rican genre of reggaeton is rapidly becoming a mainstream form of dance music. It is now not uncommon for modern Italian pop artists such as Laura Pausini, Eros Ramazzotti, Zucchero or Andrea Bocelli to release some new songs in English or Spanish in addition to the original Italian versions. The group Il Volo sings in Italian, English, Spanish and German. Thus, musical revues, which are standard fare on current Italian television, can easily go, in a single evening, from a big-band number with dancers to an Elvis impersonator to a current pop singer doing a rendition of a Puccini aria.
Jazz found its way into Europe during World War I through the presence of American musicians in military bands playing syncopated music. Yet, even before that, Italy received an inkling of new music from across the Atlantic in the form of Creole singers and dancers who performed at the Eden Theater in Milan in 1904; they billed themselves as the "creators of the cakewalk." The first real jazz orchestras in Italy, however, were formed during the 1920s by bandleaders such as Arturo Agazzi and enjoyed immediate success. In spite of the anti-American cultural policies of the Fascist regime during the 1930s, American jazz remained popular.
In the immediate post-war years, jazz took off in Italy. All American post-war jazz styles, from bebop to free jazz and fusion have their equivalents in Italy. The universality of Italian culture ensured that jazz clubs would spring up throughout the peninsula, that all radio and then television studios would have jazz-based house bands, that Italian musicians would then start nurturing a home grown kind of jazz, based on European song forms, classical composition techniques and folk music. Currently, all Italian music conservatories have jazz departments, and there are jazz festivals each year in Italy, the best known of which is the Umbria Jazz Festival, and there are prominent publications such as the journal, Musica Jazz.
Italian pop rock has produced major stars like Zucchero, and has resulted in many top hits. The industry media, especially television, are important vehicles for such music; the television show Sabato Sera is characteristic. Italy was at the forefront of the progressive rock movement of the 1970s, a style that primarily developed in Europe but also gained audiences elsewhere in the world. It is sometimes considered a separate genre, Italian progressive rock. Italian bands such as The Trip, Area, Premiata Forneria Marconi (PFM), Banco del Mutuo Soccorso, New Trolls, Goblin, Osanna, Saint Just and Le Orme incorporated a mix of symphonic rock and Italian folk music and were popular throughout Europe and the United States as well. Other progressive bands such as Perigeo, Balletto di Bronzo, Museo Rosenbach, Rovescio della Medaglia, Biglietto per l'Inferno or Alphataurus remained little known, but their albums are today considered classics by collectors. A few avant-garde rock bands or artists (Area, Picchio dal Pozzo, Opus Avantra, Stormy Six, Saint Just, Giovanni Lindo Ferretti) gained notoriety for their innovative sound. Progressive rock concerts in Italy tended to have a strong political undertone and an energetic atmosphere. Popular Italian metal bands include Rhapsody of Fire, Lacuna Coil, Elvenking, Forgotten Tomb, and Fleshgod Apocalypse.
The Italian hip hop scene began in the early 1990s with Articolo 31 from Milan, whose style was mainly influenced by East Coast rap. Other early hip hop crews were typically politically oriented, like 99 Posse, who later became more influenced by British trip hop. More recent crews include gangster rappers like Sardinia's La Fossa. Other recently imported styles include techno, trance, and electronica performed by artists including Gabry Ponte, Eiffel 65, and Gigi D`Agostino. Hip hop is especially liked in southern Italy, joined with the southern concept of rispetto (respect, honor), a form of verbal jousting; both facts have helped identify southern Italian music with the African American hip hop style. Additionally, there are many bands in Italy that play a style called patchanka, which is characterized by a mixture of traditional music, punk, reggae, rock and political lyrics. Modena City Ramblers are one of the more popular bands known for their mix of Irish, Italian, punk, reggae and many other forms of music.
Italy has also become a home for a number of Mediterranean fusion projects. These include Al Darawish, a multicultural band based in Sicily and led by Palestinian Nabil Ben Salaméh. The Luigi Cinque Tarantula Hypertext Orchestra is another example, as is the TaraGnawa project by Phaleg and Nour Eddine. Mango is one of the best-known artists who fused pop with world and mediterranean sounds, albums such as Adesso, Sirtaki and Come l'acqua are examples of his style. The Neapolitan popular singer, Massimo Ranieri has also released a CD, Oggi o dimane, of traditional canzone Napoletana with North African rhythms and instruments.
Industry
The music industry in Italy made €2.3 billion in 2004. That sum refers to the sale of CDs, music electronics, musical instruments, and ticket sales for live performances. By way of comparison, the Italian recording industry ranks eighth in the world; Italians own 0.7 music albums per capita as opposed to the US, in first-place with 2.7.
Nationwide, there are three state-run and three private TV networks. All provide live music at least some of the time. Many large cities in Italy have local TV stations, as well, which may provide live folk or dialect music often of interest only to the immediate area. The largest of these book and CD chain is Feltrinelli.
Venues, festivals and holidays
Venues for music in Italy include concerts at the many music conservatories, symphony halls and opera houses. Italy also has many well-known international music festivals each year, including the Festival of Spoleto, the Festival Puccini and the Wagner Festival in Ravello. Some festivals offer venues to younger composers in classical music by producing and staging winning entries in competitions. The winner, for example, of the "Orpheus" International Competition for New Opera and Chamber music—besides winning considerable prize money—gets to see his or her musical work performed at The Spoleto Festival. There are also dozens of privately sponsored master classes in music each year that put on concerts for the public. Italy is also a common destination for well-known orchestras from abroad; at almost any given time during the busiest season, at least one major orchestra from elsewhere in Europe or North America is playing a concert in Italy. Additionally, public music may be heard at dozens of pop and rock concerts throughout the year. Open-air opera may even be heard, for example, at the ancient Roman amphitheater, the Verona Arena.
Military bands, too, are popular in Italy. At a national level, one of the best-known of these is the concert band of the Guardia di Finanza (Italian Customs/Border Police); it performs many times a year.
Many theaters also routinely stage not just Italian translations of American musicals, but true Italian musical comedy, which are called by the English term musical. In Italian, that term describes a kind of musical drama not native to Italy, a form that employs the American idiom of jazz-pop-and rock-based music and rhythms to move a story along in a combination of songs and dialogue.
Music in religious rituals, especially Catholic, manifests itself in a number of ways. Parish bands, for example, are quite common throughout Italy. They may be as small as four or five members to as many as 20 or 30. They commonly perform at religious festivals specific to a particular town, usually in honor of the town's patron saint. The historic orchestral/choral masterpieces performed in church by professionals are well-known; these include such works as the Stabat Mater by Giovanni Battista Pergolesi and Verdi's Requiem. The Second Vatican Council from 1962 to 1965 revolutionized music in the Catholic Church, leading to an increase in the number of amateur choirs that perform regularly for services; the Council also encouraged the congregational singing of hymns, and a vast repertoire of new hymns has been composed in the last 40 years.
There is not a great deal of native Italian Christmas music. The most popular Italian Christmas carol is "Tu scendi dalle stelle", the modern Italian words to which were written by Pope Pius IX in 1870. The melody is a major-key version of an older, minor-key Neapolitan carol "Quanno Nascette Ninno" of Alphonsus Liguori. Other than that, Italians largely sing translations of carols that come from the German and English tradition ("Silent Night", for example). There is no native Italian secular Christmas music, which accounts for the popularity of Italian-language versions of "Jingle Bells" and "White Christmas".
The Sanremo Music Festival is an important venue for popular music in Italy. It has been held annually since 1951 and is currently staged at the Teatro Ariston in Sanremo. It runs for one week in February, and gives veteran and new performers a chance to present new songs. Winning the contest has often been a springboard to industry success. The festival is televised nationally for three hours a night, is hosted by the best-known Italian TV personalities, and has been a vehicle for such performers as Domenico Modugno, perhaps the best-known Italian pop singer of the last 50 years.
Television variety shows are the widest venue for popular music. They change often, but Buona Domenica, Domenica In, and I raccomandati are popular. The longest running musical broadcast in Italy is La Corrida, a three-hour weekly program of amateurs and would-be musicians. It started on the radio in 1968 and moved to TV in 1988. The studio audience bring cow-bells and sirens and are encouraged to show good-natured disapproval. The city with the highest number of rock concerts (of national and international artists) is Milan, with a number close to the other European music capitals, as Paris, London and Berlin.
Education
Many institutes of higher education teach music in Italy. About 75 music conservatories provide advanced training for future professional musicians. There are also many private music schools and workshops for instrument building and repair. Private teaching is also quite common in Italy. Elementary and high school students can expect to have one or two weekly hours of music teaching, generally in choral singing and basic music theory, though extracurricular opportunities are rare. Though most Italian universities have classes in related subjects such as music history, performance is not a common feature of university education.
Italy has a specialized system of high schools; students attend, as they choose, a high school for humanities, science, foreign languages, or art—and music (in the "liceo musicale", where instruments, musical theory, composing and musical history are taught as the main subject). Italy does have ambitious, recent programs to expose children to more music. Furthermore, with the recent education reform a specific Liceo musicale e coreutico (2nd level secondary school, ages 14–15 to 18–19) is explicitly indicated by the law decrees. Yet this kind of school has not been set up and is not effectively operational. The state-run television network has started a program to use modern satellite technology to broadcast choral music into public schools.
Scholarship
Scholarship in the field of collecting, preserving and cataloguing all varieties of music is vast. In Italy, as elsewhere, these tasks are spread over a number of agencies and organizations. Most large music conservatories maintain departments that oversee the research connected with their own collections. Such research is coordinated on a national and international scale via the internet. One prominent institution in Italy is IBIMUS, the Istituto di Bibliografia Musicale, in Rome. It works with other agencies on an international scale through RISM, the Répertoire International des Sources Musicales, an inventory and index of source material. Also, the Discoteca di Stato (National Archives of Recordings) in Rome, founded in 1928, holds the largest public collection of recorded music in Italy with some 230,000 examples of classical music, folk music, jazz, and rock, recorded on everything from antique wax cylinders to modern electronic media.
The scholarly study of traditional Italian music began in about 1850, with a group of early philological ethnographers who studied the impact of music on a pan-Italian national identity. A unified Italian identity only just started to develop after the political integration of the peninsula in 1860. The focus at that time was on the lyrical and literary value of music, rather than the instrumentation; this focus remained until the early 1960s. Two folkloric journals helped to encourage the burgeoning field of study, the Rivista Italiana delle Tradizioni Popolari and Lares, founded in 1894 and 1912, respectively. The earliest major musical studies were on the Sardinian launeddas in 1913–1914 by Mario Giulio Fara; on Sicilian music, published in 1907 and 1921 by Alberto Favara; and studies of the music of Emilia Romagna in 1941 by Francesco Balilla Pratella.
The earliest recordings of Italian traditional music came in the 1920s, but they were rare until the establishment of the Centro Nazionale Studi di Musica Popolare at the National Academy of Santa Cecilia in Rome. The Center sponsored numerous song collection trips across the peninsula, especially to southern and central Italy. Giorgio Nataletti was an instrumental figure in the Center, and also made numerous recordings himself. The American scholar Alan Lomax and the Italian, Diego Carpitella, made an exhaustive survey of the peninsula in 1954. By the early 1960s, a roots revival encouraged more study, especially of northern musical cultures, which many scholars had previously assumed maintained little folk culture. The most prominent scholars of this era included Roberto Leydi, Ottavio Tiby and Leo Levi. During the 1970s, Leydi and Carpitella were appointed to the first two chairs of ethnomusicology at universities, with Carpitella at the University of Rome and Leydi at the University of Bologna. In the 1980s, Italian scholars began focusing less on making recordings, and more on studying and synthesizing the information already collected. Others studied Italian music in the United States and Australia, and the folk musics of recent immigrants to Italy.
See also
Glossary of Italian music
Music history of Italy
Music of the Trecento
Notes
Footnotes
References
cited in the .
This essay provides a thorough review of the history and current state of Italian ethnomusicology.
Invaluable survey of popular instruments in use in Italy, ranging from percussion, wind and plucked instruments to various noise makers. Numerous drawings and plates. Wrappers.
Fabio Lombardi, 1989, Mostra di strumenti musicali popolari romagnoli : Meldola Teatro Comunale G. A. Dragoni, 26–29 agosto 1989; raccolti da Fabio Lombardi nella vallata del bidente, Comuni di: Bagno di Romagna, S. Sofia, Meldola, Galeata, Forli, Civitella diR. e Forlimpopoli; presentazione Roberto Leydi. – Forli : Provincia di Forli, 1989. – 56 p. : ill.; 21 cm. In testa al front.: Provincia di Forli, Comune di Meldola.
Fabio Lombardi, 2000, Canti e strumenti popolari della Romagna Bidentina, Società Editrice "Il Ponte Vecchio", Cesena
Reprinted in
Further reading
Audio recordings
External links
Audio clips: Traditional music of Italy. Musée d'ethnographie de Genève. Accessed 25 November 2010.
RomanticaTours: Italian opera, tickets, concerts
Rockit.it – Online database of Italian indiependent music
Net Music Italia: List of major recording companies
Estatica: Italian encyclopedia of music (English menu navigation)
CILEA: Lombard inter-university consortium for automatic computation
CEMAT: Organization to promote computer music research.
SIBMAS: International Directory of Performing Arts Collections and Institutions
Concertoggi: Frequently updated schedule of concerts
Newsletter of Contemporary Italian Music: Archive
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https://en.wikipedia.org/wiki/California%20State%20University%20San%20Marcos
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California State University San Marcos
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California State University San Marcos (CSUSM or Cal State San Marcos) is a public university in San Marcos, California. It was founded in 1989 as the 21st campus in the California State University (CSU) system.
CSUSM offers 43 bachelor's degree programs, 23 master's degree programs, an Ed.D. program, and 13 teaching credentials. The university has four colleges: the College of Business Administration; the College of Science, Technology, Engineering and Mathematics; the College of Humanities, Arts, Behavioral and Social Sciences; and the College of Education, Health and Human Services. In January 2021, the university had 979 faculty. The university is a Hispanic-serving institution.
History
Efforts by community and political leaders to bring a state university to North County date back to the 1960s. In 1969, the chancellor of the CSU system, Glenn S. Dumke, issued a report concluding that there was "an ultimate need" for a new university campus in the area.
In 1978, State Senator William A. Craven (1921–1999) of Carlsbad won $250,000 in state funding for a North County satellite campus of San Diego State University, which opened at Lincoln Junior High School in Vista with an enrollment of 148 students. In 1982, the satellite moved to larger quarters in an office building on Los Vallecitos Boulevard in San Marcos. When it appeared that the new San Marcos campus would be a satellite of San Diego State, CSU Chancellor W. Ann Reynolds insisted on an independent university with the goal of creating leadership opportunities for women and minorities. CSUSM would also go on to attract more STEM-focused students than SDSU, as well. In September 1985, Senate Bill 1060, introduced by Craven, passed, appropriating $250,000 for a feasibility study on building a university in North County. By 1988, the enrollment of SDSU North County had reached 1,250 students, and the CSU board of trustees purchased for $10.6 million the future site of CSUSM, the 304-acre Prohoroff Poultry Farm in San Marcos. The hillside site lies approximately due east of the Pacific Ocean and due north of downtown San Diego. The CSU trustees also requested $51.8 million in state funds for the first phase of construction.
In 1989, Governor George Deukmejian signed Senate Bill 365 (also sponsored by Craven) into law, officially creating Cal State San Marcos. Bill W. Stacy was named the university's first president in June 1989, and over the next year recruited the first 12 members of the faculty. These dozen "founding faculty" played an important role in the university's early years and are today honored at Founders Plaza on the CSUSM campus. Stacy and the faculty were given $3.9 million to begin the university.
On Feb. 23, 1990, ground was broken on the new campus, and construction began at the former chicken farm. In the fall of 1990, the first class enrolled at the new university: 448 juniors and seniors. (Initially, only upperclassmen were admitted to CSUSM.) While construction continued on the permanent campus, classes continued to be held at the former SDSU satellite location on Los Vallecitos Boulevard. An industrial facility on Stone Drive was also used to provide lab space for the biology program, and was used through January 1993. In 1991, the university conferred its first degrees, as seven students were awarded Bachelor of Arts degrees. CSUSM's first official commencement ceremony was held in May 1992.
In the fall of 1992, the permanent CSUSM campus at Twin Oaks Valley Road opened. The first buildings were Craven Hall (opened December 1992), Academic Hall, Science Hall I, and the University Commons. The university had grown to 1,700 students and 305 faculty and staff.
The university continued to grow rapidly, and by 1993 CSUSM's enrollment had grown to almost 2,500 and it received accreditation from the Western Association of Schools and Colleges. In 1995, CSUSM admitted its first freshman class and offered lower-division (and general education) courses for the first time, with enrollment growing to 3,600. The same year, the College of Education was fully accredited by the National Council for Accreditation of Teacher Education.
In 1996, CSUSM received two major gifts: $1 million from Jean and W. Keith Kellogg II, the first of a series of gifts for the Kellogg Library, and a $1.3 million bequest from Lucille Griset Spicer (presented by Spicer's siblings Richard H. Griset Sr. and Margaret Griset Liermann) to begin a student loan fund.
In early 1997, Stacy departed as university president, and Alexander Gonzalez was named interim president. In 1998, the CSU Board of Trustees made Gonzalez permanent president. By 1997, enrollment had grown to 4,400, the faculty had grown to 300 (including part-time instructors). The university also received additional major donations, including a $2.3 million gift from Leonard Evers to establish the Evers Computer Scholarship and a donation from Bob and Ruth Mangrum to build the Mangrum Track & Soccer Field. The university intercollegiate athletics department opened in 1998, and initially consisted of men's and women's golf, cross-country, and track and field.
A campus "building boom" began, with the Foundation Classroom Buildings opening in December 1996, University Hall in 1998, Science Hall II and the Arts Building in August 2002, and the University Village Apartments and the nearby M. Gordon Clarke Field House in 2003. The University Village Apartments were the university's first on-campus housing; the new student union, known as "the Clarke," was funded by $1.2 million gift pledged in 1998 by Helene Clarke in honor of her husband.
The campus' first freestanding library, the five-story, nearly Kellogg Library later opened. The campus' Starbucks coffee is next to it.
In 2004, Karen S. Haynes was named the university's third president, following Gonzalez's departure the year previously, and the university announced that it planned to establish a nursing school. In the fall of 2004, over 7,000 students enrolled.
In 2006, the College of Business Administration's Markstein Hall opened, funded by a 2003 state grant of almost $25 million and a 2005 pledge of $5 million from Kenneth and Carole Markstein. The School of Nursing opened in the fall of 2006.
The university's first parking garage, the six-floor, 1,605-space Parking Structure I, is near the main campus. The 106,509 gross square foot Social and Behavioral Sciences Building at the north end of the campus is next to it.
CSUSM also has an Extended Learning program. According to its website: “Extended Learning (EL) at California State University San Marcos serves as the academic outreach arm of the university. As a unit within the Academic Affairs Division, EL is North San Diego County's premier provider of continuing education and training programs. Cal State San Marcos, and—by extension, EL—is accredited by the Western Association of Schools and Colleges.”
For the 2011–2012 academic year, tuition and fees rose to $6,596, a 31% increase attributed to the state's budget crisis; it was the largest such percentage increase in the United States.
Academics
The university is accredited by the WASC Senior College and University Commission.
The university has four colleges:
College of Business Administration (COBA): There are seven undergraduate departments—Accounting; Business Analytics, Finance; Global Business Management; Management; Management Information Systems; Marketing; and Global Supply Chain Management). There are three graduate programs—Master of Business Administration (MBA); Fully Employed MBA; and Specialized MBA.
College of Science, Technology, Engineering and Mathematics (CSTEM): There are seven departments—Biological Sciences; Biotechnology; Chemistry and Biochemistry; Computer Science and Information Systems; Engineering; Mathematics; Physics)
College of Humanities, Arts, Behavioral and Social Sciences (CHABSS): There are 22 departments—American Indian Studies; Anthropology; Communication; Economics; Environmental Studies; Ethnic Studies; Film Studies; Global Studies; History; Liberal Studies; Literature and Writing Studies; Modern Language Studies; Philosophy; Political Science; Psychology; School of Arts: Art, Media and Design; School of Arts: Music; School of Arts: Theatre Arts; School of Arts: Dance Studies; Social Sciences; Sociology; Women's Gender and Sexuality Studies.
College of Education, Health and Human Services (CEHHS): which has three schools—School of Health Sciences & Human Services; School of Nursing and School of Education; within the schools are seven departments—Education; Human Development; Kinesiology; Nursing; Public Health; Social Work; and Speech–Language Pathology.
The five most popular undergraduate majors for 2021 graduates were:
Health Professions and Related Programs at 10%
Social Sciences at 19%
Business, Management, Marketing, and Related Support Services at 17%
Communications, Journalism, and Related Programs at 6%
Psychology at 9%
Rankings
CSUSM Social Mobility Outcomes include: #1 in the U.S. in the 2022 Social Mobility Index & Top 3% in National Economic Mobility Index.
The 2022-2023 USNWR Best Regional Colleges West Rankings ranks San Marcos 7 on Top Performers on Social Mobility, 10 on Best Undergraduate Teaching (tie), 17 on Top Public Schools, 33 in Best Value Schools and 293 in Nursing (tie).
Demographics
In 2022 59% of the students were female, 41% male. There are also a sizable number of transfer students from community colleges. The "local admissions area community colleges" for CSU San Marcos are Mount San Jacinto College in Riverside County and Mira Costa College and Palomar College in San Diego County. About 50 percent of transfer students are from North San Diego County, 2 percent from San Diego County elsewhere; and 48 percent from Riverside County.
This CSU is still considered somewhat of a “small school”—especially in comparison to other San Diego County institutions such as San Diego State University and University of California, San Diego. Looking to expand, the campus master plan envisions the university growing to an enrollment of 25,000.
Student life
There are over 100 recognized student organizations on campus. The student newspaper is called The Cougar Chronicle.
Greek life
CSUSM recognizes several fraternities and sororities, each belonging to one of three different governing councils. Social fraternities belong to the Interfraternity Council, while social sororities belong to the Panhellenic Council.
Additionally, cultural-interest fraternities and sororities belong to the Multicultural Greek Council.
University Student Union
The University Student Union (USU) consists of various student groups, cultural centers, a gender center, an LGBTQ+ center, an extended food court, a convenience store [called “The Market”], two game rooms, a ballroom, an outdoor amphitheater, and a commuter lounge which includes a shower and lockers. In the food court are a Panda Express, SubConnection, Caliente, and WOW American Grill. On the east side of the USU is Crash's Cafe (formerly Jazzman's Cafe) and Bakery, which sells coffee and pastries. The USU offers many spaces for students to gather between classes with seating, electronic charging ports and restrooms. The indoor windows showcase panoramic views of the San Marcos valley.
University District (North City) and housing
North City, an urban district of San Marcos, intended to directly serve the entire North County San Diego community, is just across from the university's main campus. See Northcity.com. Several other buildings, including student and market apartment complexes with ground-level restaurants, numerous small businesses and residential complexes, a medical center, and a hotel are all in the district.
The university has three housing options: the University Village Apartments (UVA), the Quad, and North Commons, which is exclusively for freshman. The first two are apartment-style dorms with fitness centers, pools, game rooms, common areas, and more, and North Commons is traditional, more dorm-style housing. The Quad is directly east of the university's Extended Learning Building (ELB) which is directly linked to campus with a second-level pedestrian bridge. The university also plans to expand housing with a new building to replace what is currently UVA Parking Lot. the proposed building will add 600 beds and a second dining hall. the university has commited some of these beds to be available to house the low-income students.
Transportation
The SPRINTER light rail provides service to a station on the northeast corner of the campus. It was intentionally constructed near the University Village Apartments. It connects the campus to other cities of north San Diego County, including Oceanside, Vista and Escondido.
Athletics
The Cal State–San Marcos (CSUSM) athletic teams are called the Cougars, and their official colors are bright/royal blue and white. The university is a member of the Division II level of the National Collegiate Athletic Association (NCAA), primarily competing in the California Collegiate Athletic Association (CCAA) since the 2015–16 academic year. The Cougars previously competed as an NAIA Independent within the Association of Independent Institutions (AII) of the National Association of Intercollegiate Athletics (NAIA) from 1998 to 1999 (when the school joined the NAIA) to 2014–15.
CSUSM competes in 15 intercollegiate varsity sports: Men's sports include baseball, basketball, cross country, golf, soccer and track & field (indoor and outdoor); while women's sports include basketball, cross country, golf, soccer, softball, track & field (indoor and outdoor) and volleyball. Former sports included cheerleading and dance.
Scholarships
Several athletic scholarships are offered through the school. They include: the Julie Buckenmayer Scholarship, William A. Craven Scholarship, Debbie Dale Spirit Scholarship, Jean & W. Keith Kellogg Athletic Scholarship, Reid Athletic Scholarship and the Steve Scott/ASICS Scholarship.
Mascot
The original mascot of the campus was Tukwut, the name for the California mountain lion in the Luiseño language of the local Native American Luiseño people. However, the mascot was "dropped for something with more ring," and in a referendum students selected "cougar" over "mountain lion." The dropping of the indigenous word was criticized by a faculty member at CSU San Marcos.
Accomplishments
CSUSM won its first-ever CCAA Robert J. Hiegert Commissioner's Cup in 2022-23, which is given annually to the CCAA member institution with the highest aggregate ranking in eight of the CCAA's 13 championship sports.
The CSUSM softball team made its first NCAA Division II World Series appearance in 2023 after winning its first NCAA Division II West Regional Championship. The Cougars won the 2022 CCAA Regular-Season Championship and hosted both the NCAA West Regional and NCAA Super Regional as the region’s top seed.
The CSUSM women's golf team returned to the NCAA Division II Women’s Golf Championships in 2023 after winning its fourth consecutive CCAA Championship and a third-place finish at the West Regional.
The CSUSM men's golf team won their first CCAA Championship in 2023.
The CSUSM women's basketball team won its first CCAA Tournament Championship in 2022-23 and advanced all the way to the championship game of the NCAA West Regional. The Cougars previously won the CCAA Regular-Season Championship in 2021-22 and were the league’s Regular-Season Co-Champion in 2019-20.
The CSUSM men's basketball team made its second consecutive trip to the NCAA West Regional in 2022-23. In 2021-22, CSUSM won its first CCAA Tournament Championship and made its first-ever West Regional appearance as the region’s top seed.
Notable people
Alumni
Mark Hoppus, member of rock band Blink-182
Kimberly Dark, performance artist, writer, and sociologist
Robert C. Nowakowski, Rear Admiral in the United States Navy
Shaun White, professional snowboarder, skateboarder, and musician
Mason Grimes, professional soccer player
iDubbbz, YouTuber
Tiffany van Soest, professional Muay Thai kickboxer
Taylor Tomlinson, comedian (non-graduate)
Presidents
Bill W. Stacy (1989–1997), who left to become chancellor of the Chattanooga campus of the University of Tennessee
Alexander Gonzalez (1997–2003), previously the provost of the California State University, Fresno who left CSUSM to become president of the larger California State University, Sacramento
Roy McTarnaghan (2003–2004), interim president
Karen S. Haynes (2004–2019), former president of University of Houston–Victoria, who joined CSUSM in February 2004. In February 2019 she announced her intention to retire at the end of that academic year.
Ellen Neufeldt (2019–current), formerly vice president of Old Dominion University, Neufeldt became president effective July 2019.
Explanatory notes
References
External links
San Marcos
California State University San Marcos
Universities and colleges in San Diego County, California
Education in San Marcos, California
North County (San Diego County)
Schools accredited by the Western Association of Schools and Colleges
Universities and colleges established in 1989
1989 establishments in California
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https://en.wikipedia.org/wiki/Marat%20Safin
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Marat Safin
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Marat Mubinovich Safin (; ; born 27 January 1980) is a Russian former world No. 1 tennis player and former politician. He achieved the Association of Tennis Professionals (ATP) top singles ranking on 20 November 2000. Safin began his professional tennis career in 1997, and held the No. 1 ranking for a total of nine weeks between November 2000 and April 2001. He won his first major title at the 2000 US Open, defeating Pete Sampras in the final, and his second at the 2005 Australian Open, defeating Lleyton Hewitt in the final. Safin helped lead Russia to Davis Cup victories in 2002 and 2006. Despite his dislike of grass courts, he became the first Russian man to reach the Wimbledon semifinals in 2008.
At the time of his retirement in November 2009, he was ranked world No. 61. In 2011, he became a member of the State Duma representing the United Russia party. In 2016, he became the first Russian tennis player inducted into the International Tennis Hall of Fame. Safin is also the older brother of former women's WTA world No. 1 player Dinara Safina. They are the only brother-sister tandem in tennis history to have both achieved No. 1 singles rankings.
Early life
Safin was born in Moscow to Tatar parents, Mubin ("Mikhail") Safin and Rauza Islanova. He speaks Russian, English, and Spanish. Safin does not speak Tatar and does not feel like he has to apologize about it. His parents are former tennis players and coaches. His younger sister, Dinara, is a former world No. 1 professional tennis player and silver medalist at the 2008 Olympic Games in Beijing. Safin's father managed the local Spartak Tennis Club, where Safin trained in his youth.
At the age of 14, Safin moved to Valencia, Spain to gain access to advanced tennis training programs which were not available in Russia. Safin says he grew "very fast ... with no muscles" and that he moved to Spain because clay courts were "better for the knees".
In a 2008 interview with USA Today, Safin identified himself as a Muslim, stating, "I'm Russian, but I'm 100% Muslim. All the Muslim people are passionate, stubborn. We have hot blood." However, ten years later in an interview for Alexander Golovin of Sports.Ru, he stated that though he believes in something that had created the world but doesn't really believe in personal God.
Tennis career
Early career
Safin started his professional career in 1997. In 1998, Safin consecutively defeated Andre Agassi and defending champion Gustavo Kuerten at the French Open. He won his first ATP title at the age of 19, in Boston, and later in 1999 he reached the Paris, Bercy final, losing a closely contested four-set match to No. 1 Andre Agassi.
World No. 1 and Grand Slam history
Safin held the No. 1 ATP ranking for 9 weeks during 2000 when he won his first Grand Slam tournament at the US Open, becoming the first Russian in history to win this tournament in the men's singles draw, by defeating Pete Sampras in straight sets. He barely missed finishing the year as No. 1, the top spot being overtaken by Gustavo Kuerten at the last match of the season, the final of the 2000 Tennis Masters Cup and ATP Tour World Championships (3-0 win over Andre Agassi).
Safin reached three more Grand Slam finals, all at the Australian Open (2002, 2004, and 2005). He has cited nervousness as the reason for his loss in the 2002 event, and physical exhaustion for the 2004 loss. He defeated Lleyton Hewitt in the 2005 final to secure his second Grand Slam in five years. En route to this final, he defeated top-ranked Roger Federer in a five-set semifinal match. Safin described the match as "a brain fight." He also defeated future ten-time Australian Open champion Novak Djokovic, who was making his first appearance in the main draw of a Grand Slam tournament, in the first round losing just three games.
His best result at Wimbledon was reaching the semifinals in 2008, beating No. 3 Novak Djokovic en route. He often lost in the first or second rounds in other years, although he made the quarterfinals in 2001, losing in four sets to eventual champion Goran Ivanišević. Safin dismissed his performance in the 2001 tournament as a result of luck. Safin disliked playing on grass. Safin has said: "It's difficult to [break serve]. It's difficult to play-off the baseline because [of] a lot of bad bounces." With Safin's semifinal performance at Wimbledon in 2008, he became the fourth of five active players at the time to reach the semifinals in all four Grand Slams, joining Roger Federer, David Nalbandian, and Novak Djokovic. Other active players have since then joined the list.
Masters Series
Safin won five ATP Tennis Masters Series titles during his career. His first was in 2000 when he won the title in Toronto, Canada. He had three wins (2000, 2002, and 2004) in Paris, France, and one in 2004 in Madrid, Spain.
Tennis Masters Cup
In 2004, Safin reached the semifinal of the Tennis Masters Cup in Houston, Texas, where he was defeated by Federer, 6–3, 7–6(20–18). The second-set tiebreak (20–18) was the third-longest tiebreak in the Open Era. Safin also reached the semifinals in 2000.
Davis Cup
Safin helped Russia achieve its first Davis Cup victory in 2002, with a 3–2 tie-breaking win against France in the final round at the Palais Omnisports Paris Bercy. His Russian team included Yevgeny Kafelnikov, Mikhail Youzhny, Andrei Stoliarov, and captain Shamil Tarpischev. The team made Davis Cup history by being the second to win the event after losing the doubles tie-breaker, and becoming the first team to win a (live-televised) five-set finals match by coming back from a two-set deficit. Safin helped Russia to win the Davis Cup in 2006. After a straight-sets defeat by David Nalbandian in his first match, his doubles victory (partnering Dmitry Tursunov) against Nalbandian and Agustín Calleri and singles victory against José Acasuso drove Russia to victory.
In the 2009 Davis Cup quarterfinal tie, Russia was upset by the Israel Davis Cup team on indoor hard courts at the Nokia Arena in Tel Aviv. Russia was the top-ranked country in Davis Cup standings, and the stage was set by Safin, who prior to the tie told the press: "With all due respect, Israel was lucky to get to the quarterfinals." Safin was held out of the first day of singles, and then went on to lose the clinching doubles match in five sets partnered with doubles specialist Igor Kunitsyn.
Injury history
A succession of injuries hindered Safin's progress throughout his career.
In 2003, he missed the majority of the season due to a wrist injury.
During the 2005 clay-court season, Safin suffered a knee injury, which he played through all the way up to Wimbledon with the help of pain killers and anti-inflammatories. Safin was subsequently defeated in the early rounds of each of the seven tournaments he played between the Australian Open and the French Open, culminating in an early round defeat at the French Open. Safin made a surprise finals appearance at the Wimbledon tune-up tournament in Halle on grass. He lost the final narrowly to the defending champion, Federer. He only played one tournament in the summer hard-court season, in Cincinnati, where he lost in the quarterfinals to Robby Ginepri. He also missed the Tennis Masters Cup.
Injuries continued to bother Safin in 2006. Although Safin made appearances at the 2006 ATP Masters tournaments at Indian Wells, Miami, Monte Carlo, Rome and Hamburg, his ranking plummeted to as low as No. 104. He began to recover in time for the 2006 US Open, in which Safin defeated No. 4 David Nalbandian in a riveting second-round match. Safin then lost in the fourth round to No. 16 Tommy Haas, also in a fifth-set tiebreaker. Positive performances at the Thailand Open, where he was narrowly edged out by No. 7 seed, James Blake, and the Kremlin Cup in Moscow, the first all-Russian final at that event, losing to compatriot, Ukrainian-born Nikolay Davydenko, marked Safin's recovery. Despite the injury, Safin still posted seven wins against top ten players in 2006, fourth-most on the ATP tour behind just Federer (19), Nadal (10), and Blake (8).
Later career
2007
Safin did not play any warm-up tournaments in the run-up to the Australian Open. As Safin was forced to miss the tournament in 2006 because of injury, 2007 was his first Australian Open since he captured the title in 2005. Safin lost against sixth seed Andy Roddick in his third-round match in a grueling 3-hour match. Roddick commented after the match, "With Marat you know you are going to get an emotional roller-coaster. You just have to try and focus on yourself and I was able to do that tonight.
In April, Safin won the deciding quarterfinal Davis Cup rubber against France, beating Paul-Henri Mathieu in straight sets.
Safin reached the third round at Wimbledon, before falling to the defending champion Roger Federer. In July, Safin announced that he and his coach Alexander Volkov were parting ways, and that his new coach would be former pro Hernán Gumy. He won the doubles title at the Kremlin Cup in Moscow in October, his first ATP-level title since the 2005 Australian Open.
2008
Safin prepared for the Australian Open at the invitational exhibition tournament, the AAMI Kooyong Classic in Melbourne. Other players in the field were Roddick, Fernando González, Nikolay Davydenko, Marcos Baghdatis, Ivan Ljubičić, and Andy Murray. Safin was victorious in his opening match, defeating Andy Murray. before losing in his second match to Andy Roddick, 6–3, 6–3.
In the third-place play-off, Safin rebounded from the Roddick loss and overpowered the prior year's Australian Open runner up Fernando González. Safin won his first-round match at the Australian Open against Ernests Gulbis in straight sets. He was ousted in the second round after a grueling five-set match against Baghdatis.
In February, Safin was granted wildcards into the tournaments at Memphis and Las Vegas. In Memphis, he was edged out by his 2002 Australian Open opponent, Thomas Johansson in the first round. In Las Vegas, he was defeated by Lleyton Hewitt during the semifinals. Safin was defeated by Hewitt once again.
In March, Safin lost in the first round of Indian Wells and Miami, to Jürgen Melzer and qualifier Bobby Reynolds, respectively. In the Davis Cup between Russia and the Czech Republic, Safin defeated No. 9 Tomáš Berdych in a five-set encounter, after being two sets down. This was the first time in his career that he had come back to win a match after being down two sets.
Safin's next tournament was in Valencia. He defeated No. 20-ranked and fourth seed Juan Carlos Ferrero. In spite of the fact that Ferrero is from the Valencia region, Safin was the more popular player, having been based in Valencia for many years and being a well-known Valencia CF fan. – local player Ferrero controversially favouring Real Madrid. He played Dutch teenager Robin Haase in the next round. He won the first set and was up 4–2 in the second set. However, Haase broke back to take it to a tiebreak. Safin had four match points, including one on his serve, but lost the tiebreak, and eventually the match. In the Monte Carlo Masters, Safin defeated Xavier Malisse, but then lost to No. 5 David Ferrer. He then entered the 2008 BMW Open in Munich, Germany, where he beat Carlos Berlocq in the first round. In the second round, he edged out Michael Berrer, but lost to Fernando González in his first quarterfinal of the year, and the first since June 2007 at the Legg Mason Tennis Classic in Washington, D.C. Safin entered the 2008 French Open but was eliminated in the second round by countryman and fourth seed Nikolay Davydenko, in straight sets.
Ranked at No. 75, Safin entered the 2008 Wimbledon Championships, where he defeated Fabio Fognini in the first round. In the second round, he defeated No. 3 player and 2008 Australian Open Champion Novak Djokovic. Safin's victory came as a shock as Djokovic was described as a "serious contender" to win the tournament. In the third round, he played and defeated Italian Andreas Seppi. In the fourth round, he defeated Stanislas Wawrinka. This was the first time he had reached the quarterfinals of a Grand Slam since the 2005 Australian Open. Safin went on to defeat Feliciano López in the quarterfinals to set up a semifinal clash with defending champion Roger Federer. His run to the semifinals was his best record in Wimbledon and made him the first Russian man to ever reach a Wimbledon semifinal. Safin attributed his great run at Wimbledon to the hard work he was putting in with coach Hernán Gumy. Safin then played at the Swedish Open, on clay, in Båstad against Marc López, winning in the first round. He lost his second-round match against Potito Starace.
Safin was awarded a wild card into the Rogers Cup Masters tournament in Toronto. He beat Sam Querrey in the first round. Because of rain delays, he had to play his next match against Stan Wawrinka on the same day. He lost that match. Safin was seeded fifth for his next tournament, the Countrywide Classic in Los Angeles. He defeated Americans John Isner and Wayne Odesnik in the first and second rounds, respectively, to advance to the quarterfinals, where he was defeated by Denis Gremelmayr.
At the US Open, Safin lost in the second round to Tommy Robredo. At the Moscow Kremlin Cup, he defeated Noam Okun, Julien Benneteau, Nikolay Davydenko, and Mischa Zverev, only to lose to another compatriot Igor Kunitsyn in the final. It was Safin's first final appearance since 2006, in the same event. Following the Kremlin Cup, Safin withdrew from the Madrid Masters event with a shoulder injury. His next event was the St. Petersburg Open, at which he lost in the second round. He then lost his first-round match at the final ATP tournament of the calendar: the Paris Masters, to Juan Mónaco. In the post-match conference, he raised the possibility of his retirement from the sport. Via a message posted on his official website, he said he was going to take a holiday and then seriously consider his options regarding his future in tennis. He finished the year 2008 ranked at No. 29.
2009
Safin started the 2009 season by playing in the Hopman Cup event in Perth with his sister, Dinara Safina. He arrived at the event sporting a bandaged right thumb, two black eyes, a blood-filled left eye, and a cut near his right eye, all suffered in a fight several weeks earlier in Moscow. In the 2009 Hopman Cup, the pair played off in the final representing Russia, but each was defeated in the singles rubbers. Safin said he had decided to play the 2009 season because of a great offer from his manager Ion Ţiriac, he made this decision despite not having a coach.
Safin withdrew from the Kooyong Classic tournament because of a shoulder injury, but recovered to play his first-round Australian Open match, which he won in straight sets over Iván Navarro of Spain. In the second round, Safin defeated another Spanish player, Guillermo García-López. In the third round, he came up against Federer and lost in straight sets. His next tournament was the Barclays Dubai Tennis Championships. He exited in the first round, losing to Richard Gasquet, and exited in the semifinals in doubles with David Ferrer. In March, Safin helped Russia advance to the Davis Cup quarterfinals by beating Victor Crivoi of Romania in the first rubber in straight sets.
Starting the year at No. 29 in the world, he placed in the top 20 during the year for the first time since the end of January 2006. His doubles ranking also improved from 300 to 195. In the first round at Wimbledon, at which he was seeded 14th, he was upset by 21-year-old American Jesse Levine.
Safin played at the Catella Swedish Open at Båstad, where he lost to Nicolás Almagro of Spain. He began his hard-court season by making it to the quarterfinals of the LA Tennis Open (his first quarterfinal of the season), where he lost to Tommy Haas.
He lost in the first round of the U.S. Open, his last Grand Slam, to Austrian Jürgen Melzer. After a second-round loss in the PTT Thailand Open, he found some late form, coming into the China Open tournament held in Beijing; beating José Acasuso in the first round. In the second round, he played Fernando González and produced a win. In the quarterfinals, he lost against top seed Rafael Nadal. As the tour rolled into Moscow for the Kremlin Cup, it marked the beginning of the end for Safin, as he played his last competitive matches in his native Russia. He defeated No. 6 Nikolay Davydenko in the first round, but lost in the second round. He then played at the 2009 St. Petersburg Open, reaching the semifinals.
Retirement
Safin's final tournament as a professional tennis player was at the 2009 Paris Masters. In the first round, he saved three match points with three aces against Thierry Ascione, eventually prevailing with a total of 24 aces and 41 winners. On 11 November 2009, Safin's career ended with a second-round defeat by reigning US Open champion Juan Martín del Potro, after which a special presentation ceremony was held on Centre Court at Bercy. Fellow tennis players who joined him in the ceremony included Juan Martín del Potro, Novak Djokovic, Gilles Simon, Tommy Robredo, Frederico Gil, Ivo Karlović, Albert Costa, Marc Rosset, and Younes El Aynaoui.
Playing style
Safin was often characterized as a powerful offensive baseliner. Boris Becker, in 1999, said that he had not seen anybody hit the ball as hard from both wings for "a long, long time". He has a strong and accurate serve and a great forehand, while also possessing one of the best two-handed backhands of all time. He was also capable of playing at the net, with his volleys also being effective. However, lack of consistency and motivation was described as Safin's ultimate weakness, starting after his victory at the 2005 Australian Open.
Safin generally dominated during the fast indoor hard/carpet season, which is usually during the last few weeks on tour; Safin considered grass to be his least favourite playing surface, despite the similarities between indoor courts and grass courts even though other opponents with similar playing styles generally dominate on it.
He is known as one of the most talented players ever during his time on the tour; however his career was hampered by persistent injuries and lack of determination that prevented the prolongation of his dominance, and is therefore agreed by many pundits and fans as one of the biggest underachievers in tennis.
Safin was also known for his emotional outbursts during matches, and smashed numerous rackets. Safin is estimated to have smashed 48 racquets in 1999. In 2011, Safin stated that during his career he broke 1055 racquets.
Equipment
Safin has used the Head Prestige Classic 600 since 1997 however throughout the years sported numerous paintjobs of the latest Head Prestige rackets (i.e. intelligence, Liquidmetal, Flexpoint and Microgel). His racquets used to be strung using Babolat VS Natural Team Gut 17L gauge, but he then switched to Luxilon Big Banger Original at 62 to 67 pounds. His apparel was manufactured by Adidas and he was the figurehead of the 'Competition' line from 2000 onward.
Career statistics
Grand Slam tournament performance timeline
1At the 2003 Australian Open, Safin withdrew prior to the third round.
Grand Slam tournament finals: 4 (2 titles, 2 runner-ups)
Post-retirement career
Since retirement Safin has been an official for the Russian Tennis Federation and a member of the Russian Olympic Committee. In 2011, he began playing at the ATP Champions Tour.
In December 2011, Safin was elected to the Russian Parliament as a member of Vladimir Putin's United Russia Party, representing Nizhny Novgorod. On May 25, 2017, he voluntarily resigned from the position.
See also
List of Grand Slam men's singles champions
Notes
References
External links
1980 births
Living people
Australian Open (tennis) champions
Grand Slam (tennis) champions in men's singles
Hopman Cup competitors
Laureus World Sports Awards winners
Olympic tennis players for Russia
People from Monte Carlo
Russian expatriate sportspeople in Monaco
Russian expatriate sportspeople in Spain
Russian male tennis players
Tennis players from Moscow
Tatar people of Russia
Tennis players at the 2000 Summer Olympics
Tennis players at the 2004 Summer Olympics
US Open (tennis) champions
Russian sportsperson-politicians
Tatar politicians
Tatar sportspeople
United Russia politicians
21st-century Russian politicians
International Tennis Hall of Fame inductees
Russian agnostics
Cultural Muslims
Sixth convocation members of the State Duma (Russian Federation)
Seventh convocation members of the State Duma (Russian Federation)
ATP number 1 ranked singles tennis players
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https://en.wikipedia.org/wiki/Messerschmitt%20Bf%20110
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Messerschmitt Bf 110
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The Messerschmitt Bf 110, often known unofficially as the Me 110, is a twin-engined (destroyer, heavy fighter), fighter-bomber (Jagdbomber or Jabo), and night fighter (Nachtjäger) developed in Nazi Germany in the 1930s and used by the Luftwaffe during World War II. Hermann Göring was a proponent of the Bf 110, believing its heavy armament, speed, and range would make the Bf 110 the Luftwaffe’s premier offensive fighter. Early variants were armed with two MG FF 20 mm cannon, four 7.92 mm (.312 in) MG 17 machine guns, and one 7.92 mm (.312 in) MG 15 machine gun for defence (later variants would replace the MG FFs with MG 151s and the rear gunner station would be armed with the twin-barreled MG 81Z). Development work on an improved type to replace the Bf 110 - the Messerschmitt Me 210 - began before the war started, but its shakedown troubles resulted in the Bf 110 soldiering on until the end of the war in various roles. Its intended replacements, the aforementioned Me 210 and the significantly improved Me 410 Hornisse, never fully replaced the Bf 110.
The Bf 110 served with considerable success in the early campaigns in Poland, Norway, and France. The primary weakness of the Bf 110 was its lack of maneuverability, although this could be mitigated with better tactics. This weakness was exploited by the RAF when Bf 110s were flown as close escort to German bombers during the Battle of Britain. When British bombers began targeting German territory with nightly raids, some Bf 110-equipped units were converted to night fighters, a role to which the aircraft was well suited. After the Battle of Britain, the Bf 110 enjoyed a successful period as an air superiority fighter and strike aircraft in other theatres and defended Germany from strategic air attack by day against the USAAF's 8th Air Force, until an American change in fighter tactics rendered them increasingly vulnerable to developing American air supremacy over the Reich as 1944 began.
During the Balkans and North African campaigns and on the Eastern Front, it rendered valuable ground support to the German Army as a potent fighter-bomber.
Later in the war, it was developed into a formidable radar-equipped night fighter, becoming the main night-fighting aircraft of the Luftwaffe. Most of the German night fighter aces flew the Bf 110 at some point during their combat careers and the top night fighter ace, Major Heinz-Wolfgang Schnaufer, flew it exclusively and claimed 121 victories in 164 sorties.
Design and development
Genesis and competition
Throughout the 1930s, the air forces of the major military powers were engaged in a transition from biplane to monoplane designs. Most concentrated on the single-engined fighter aircraft, but the problem of range arose. The Ministry of Aviation (RLM, for Reichsluftfahrtministerium), pushed by Hermann Göring, issued a request for a new multipurpose fighter called the Kampfzerstörer (battle destroyer) with long range and an internal bomb bay. The request called for a twin-engined, three-seat, all-metal monoplane that was armed with cannon and a bomb bay. Of the original seven companies, only Bayerische Flugzeugwerke (Messerschmitt), Focke-Wulf, and Henschel responded to the request.
Messerschmitt defeated Focke-Wulf, Henschel, and Arado, and was given the funds to build several prototype aircraft. The Focke-Wulf design, the Focke-Wulf Fw 57, had a wingspan of 25.6 m (84 ft) and was powered by two DB 600 engines. It was armed with two 20 mm MG FF cannons in the nose, while a third was positioned in a dorsal turret. The Fw 57 V1 flew in 1936, but its performance was poor and the machine crashed.
The Henschel Hs 124 was similar in construction layout to the Fw 57, equipped with two Jumo 210C for the V1. The V2 used the BMW 132Dc radial engines generating 870 PS compared with the 640 PS Jumo. The armament consisted of a single rearward-firing 7.92 mm (.312 in) MG 15 machine gun and a single forward-firing 20 mm MG FF cannon.
Messerschmitt omitted the internal bomb load requirement from the RLM directive to increase the armament element of the RLM's specification. The Bf 110 was far superior to its rivals in providing the speed, range, and firepower to meet its role requirements. By the end of 1935, the Bf 110 had evolved into an all-metal, low-wing cantilever monoplane of semimonocoque design featuring twin vertical stabilizers and powered by two DB 600A engines. The design was also fitted with Handley-Page wing slots (actually, leading-edge slats).
Early variants
By luck (and pressure by Ernst Udet), the RLM reconsidered the ideas of the Kampfzerstörer and began focusing on the Zerstörer. Due to these changes, the Bayerische Flugzeugwerke design better fit the Ministry's requests. On 12 May 1936, Rudolf Opitz flew the first Bf 110 out of Augsburg. But, as many prewar designs found, the engine technologies promised were not up to acceptable reliability standards. Even with the temperamental DB 600 engines, the RLM found that the Bf 110, while not as maneuverable as desired, was rather faster than its original request specified, as well as faster than the then-current front-line fighter, the Bf 109 B-1. Thus, the order for four preproduction A-0 units was placed. The first of these was delivered in January 1937. During this testing, both the Focke-Wulf Fw 187 and Henschel Hs 124 competitors were rejected and the Bf 110 was ordered into full production.
The initial deliveries of the Bf 110 encountered several delays with delivery of the DB 600 engines, which forced Bayerische Flugzeugwerke to install Junkers Jumo 210B engines, leaving the Bf 110 seriously underpowered and able to reach a top speed of only 431 km/h (268 mph). The armament of the A-0 units was also limited to four nose-mounted 7.92 mm (.312 in) MG 17 machine guns.
Even without delivery of the DB 600 engines, Bayerische Flugzeugwerke began assembly of the Bf 110 in mid-1937. As the DB 600 engines continued to have problems, Bayerische Flugzeugwerke was forced to keep on using Jumo motors, the 210G, which supplied 515 kW (700 PS) each (versus the 471 kW/640 PS supplied by the 210B). Three distinct versions of the Bf 110B were built - the B-1, which featured four 7.92 mm (.312 in) MG 17 machine guns and two 20 mm MG FF cannons; the B-2 reconnaissance version, which had a camera in place of the cannons; and the B-3, which was used as a trainer, with the cannons replaced by extra radio equipment. Only 45 Bf 110Bs were built before the Jumo 210G engine production line ended. The major identifier of the -A and -B-series Bf 110s was the very large "mouth" bath radiators located under each engine.
In late 1938, the DB 601 B-1 engines became available. With the new engine, the design teams removed the radiators under the engine nacelles and replaced them with water/glycol radiators for the C-series airframes onwards, placing them under the wing just outboard of each nacelle, otherwise similar in installation, appearance and function to those on the Bf 109E. With the DB 601 engine, the Bf 110's maximum speed increased to 541 km/h (336 mph) with a range around 1,094 km (680 mi). A small oil cooler and air scoop remained under each engine nacelle for the remainder of the Bf 110's production run.
First conceived in the latter half of 1939, the D-series of Bf 110s was targeted to have improvements meant to increase its range. The initial D-series version, the Bf 110D-0 was designed to add a large, streamlined, 1,050-litre (277 U.S. gallon) ventral fuel tank built under the fuselage, which required a substantially sized, conformal streamlined ventral fuselage fairing extending from halfway back under the nose to the rear of the cockpit glazing, inspiring the nickname Dackelbauch (dachshund's belly). The D-1 was also set up to accept a pair of fin-equipped 900-litre (238 U.S. gallon) drop tanks, one under each wing, increasing the total fuel capacity to 4,120 litres (1,088 U.S. gallons). The substantial added drag of the early "dachshund's belly" ventral fuselage tank in test flights mandated its omission from production D-1s, although they were still prepared to mount an improved, better-streamlined, version. D-1s so equipped were known as D-1/R1, whereas the D-1/R2 was equipped with two 900-litre drop tanks and a droppable 85-litre oil tank. Later D-2 and D-3 versions retained the twin underwing 900-litre drop tank capability, using multipurpose ordnance racks capable of holding either drop tanks or carrying bombs.
Later production variants
The production of the Bf 110 was put on a low priority in 1941 in expectation of its replacement by the Me 210. During this time, two versions of the Bf 110 were developed, the E and F models. The E was designed as a fighter bomber (Zerstörer Jabo), able to carry four 50 kg (110 lb) ETC 50 racks under the wing, along with the centreline ETC 500 bomb rack. The first E, the Bf 110 E-1 was originally powered by the DB 601B engine, but shifted to the DB 601P as they became available in quantity. In total, 856 Bf 110E models were built between August 1940 and January 1942.
The E models also had upgraded armour and some fuselage upgrades to support the added weight. Most pilots of the Bf 110E considered the aircraft slow and unresponsive, with one former Bf 110 pilot commenting the E was "rigged and a total dog."
The Bf 110F featured the new DB 601F engines, which produced 993 kW/1,350 PS (almost double the power the original Jumo engines provided), which allowed for upgraded armour, strengthening, and increased weight with no loss in performance. Three common versions of the F model existed. Pilots typically felt the Bf 110F to be the best of the 110 line, being fully aerobatic and in some respects smoother to fly than the Bf 109, though not as fast. Eventually, 512 Bf 110F models were completed between December 1941 and December 1942, when production gave way to the Bf 110G.
Bf 110G production details
Although the Me 210 entered service in mid-1941, it was plagued with problems and was withdrawn from service for further development. In the wake of the failure of the Me 210, the Bf 110G was designed. The G model was fitted with DB 605B engines, producing 1,085 kW (1,475 PS) at their Notleistung (war emergency) top-level setting, and 997 kW (1,355 PS) at 5.8 km (19,000 ft) altitude. The Bf 110G also had upgraded nose armament, and underwent some changes which improved the aerodynamics of the aircraft. The rear cockpit access was moved forward from the transversely-hinged, "tilt-open" rearmost canopy glazing to a side/top hinged opening section of the main canopy, opening to port, with a new rearmost framed glazing section fixed in place. No Bf 110 G-1 existed, so the Bf 110 G-2 became the baseline Bf 110G. A large number of Rüstsätze field conversion packs were available, making the G subtype the most versatile production version of the Bf 110.
The initial batch of six preseries production G-0 aircraft built in June 1942 were followed by 797 G-2, 172 G-3 and 2,293 of the night fighter-dedicated, three-seater G-4 models; built between December 1942 and April 1945. Pilots reported the Bf 110G to be a "mixed bag" in the air, in part due to all changes between the G and F series. The Bf 110G was considered a superior gun platform with excellent all-around visibility, and considered, until the advent of the Heinkel He 219, to be one of the Luftwaffe's best night fighters.
Armament
The Bf 110's main strength was its ability to mount unusually powerful air-to-air weaponry. Early versions had four 7.92 mm (.312 in) MG 17 machine guns in the upper nose and two 20 mm MG FF/M cannons fitted in the lower part of the nose. Later versions replaced the MG FF/M with the more powerful 20 mm MG 151/20 cannons and many G-series aircraft, especially those which served in the bomber-destroyer role, had two 30 mm (1.18 in) MK 108 cannons fitted instead of the MG 17. The defensive armament initially consisted of a single, flexibly mounted 7.92 mm (.312 in) MG 15 machine gun. Late F-series and prototype G-series were upgraded to a 7.92 mm (.312 in) MG 81 machine gun with a higher rate of fire, and the G-series was equipped with the twin-barreled MG 81Z. Many G-series night fighters were retrofitted or factory-built with the Schräge Musik off-bore gun system, which fired upward at an oblique angle for shooting down bombers while passing underneath; it was frequently equipped with two 20 mm MG FF/M, but field installations of the 20 mm MG 151/20 or 30 mm (1.18 in) MK 108 cannons were also used. The Schräge Musik weapons were typically mounted immediately in front of the rear cockpit.
The Bf 110 G-2/R1 was also capable of employing armament such as the Bordkanone-series 37 mm (1.46 in) BK 3,7 autofed cannon, mounted in a conformal ventral gun pod under the fuselage. A single hit from this weapon was usually enough to destroy any Allied bomber.
The initial Bf 110 C-1/B fighter-bomber could carry two 250 kg (551 lb), two 500 kg (1,102 lb), or two 1,000 kg (2,204 lb) bombs on two ETC 500 racks under the fuselage and, starting with the Bf 110 E-0, could be supplemented by four additional 50 kg (110 lb) bombs on ETC 50 racks under the wing.
Night fighter
After a period of use on bombing and reconnaissance, the type found its niche during the winter of 1940-41 as a night fighter in defensive operations. At first, the three main crew members had no special equipment for night operations and relied on their eyes alone to find enemy aircraft in the dark. Ground-controlled interception began from mid 1941 and the Bf 110 began to take its toll on RAF bombers and was soon an aircraft to be feared. Airborne radar was used experimentally during 1941, effective up to a maximum distance of 3.5 km/ 2.2 miles and capable of bringing the Bf 110 to within 200 m/655 ft of a target.
By July 1942, the Bf 110F-4 was the first version to be designed specifically as a night fighter. It was something of a stop-gap measure, though armed with four 7.92mm/ 0.31 in machine guns and two 20 mm / 0.78 in cannon.
Operational service
Variants
Bf 110 V1
First flown 12 May 1936 using two Daimler-Benz DB 600 engines
Bf 110 V2
Completed on 24 October 1936 using two Daimler-Benz DB 600 engines. It was assigned directly to the Luftwaffe test centre at Rechlin. Test pilots were pleased with its speed but disappointed in its maneuverability
Bf 110 V3
Same airframe as the V1 and V2 but was intended as a weapons test aircraft and had nose changes for armament. Completed and test flown on 24 December 1936 and also assigned to Rechlin.
Bf 110 A
Prototypes with two Junkers Jumo 210 B engines.
Bf 110 A-0
The designation of the first four pre-production aircraft. Armament consisted of four fixed MG 17 7.92 mm machine guns in the nose and one moveable MG 15 7.92 mm machine gun in the rear cockpit canopy.
Bf 110 B
Small-scale production with two Jumo 210 engines.
Bf 110 B-0
First pre-production aircraft, similar to B-1.
Bf 110 B-1
Zerstörer, four 7.92 mm (.312 in) MG 17 machine guns and two 20 mm MG FF cannons, nose-mounted.
Bf 110 B-2
Reconnaissance, both MG FF cannons removed, and various camera models added.
Bf 110 B-3
Trainer. MG FF cannons removed, and extra radio gear added. Some war weary B-1 were later refitted as B-3s.
Bf 110 C
First major production series, DB 601 engines.
Bf 110 C-0
Ten pre-production aircraft.
Bf 110 C-1
Zerstörer, DB 601 B-1 engines.
Bf 110 C-2
Zerstörer, fitted with FuG 10 radio, upgraded from FuG III.
Bf 110 C-3
Zerstörer, upgraded 20 mm MG FFs to MG FF/M.
Bf 110 C-4
Zerstörer, upgraded crew armour.
Bf 110 C-4/B
Fighter-bomber based on C-4, fitted with a pair of ETC 500 bomb racks and upgraded DB 601 Ba engines.
Bf 110 C-5
Reconnaissance version based on C-4, both MG FF removed, and Rb 50/30 camera installed, uprated DB 601P engines.
Bf 110 C-6
Experimental Zerstörer, additional single 30 mm (1.18 in) MK 101 cannon in underfuselage mount, DB 601P engines.
Bf 110 C-7
Fighter-bomber based on C-4/B, two ETC 500 centreline bomb racks capable of carrying two 250, 500, or 1,000 kg (2,204 lb) bombs, uprated DB 601P engines.
Bf 110 D
Heavy fighter/fighter-bomber, extreme range versions based on C-series, prepared to operate with external fuel tanks. Often stationed in Norway.
Bf 110 D-0
Prototype using C-3 airframes modified with 1,050 L (277 US gal) belly-mounted tank called Dackelbauch ("dachshund's belly" in German).
Bf 110 D-1
Long-range Zerstörer, modified C series airframes with option to carry Dackelbauch belly tank and underwing drop tanks.
Bf 110 D-1/R1
Long-range Zerstörer, Dackelbauch ventral tank, option to carry additional wing mounted 900 L (240 US gal) drop tanks.
Bf 110 D-1/R2
Long-range Zerstörer, droppable 85 L oil tank under the fuselage instead of Dackelbauch ventral tank, two wing mounted 900 L (240 US gal) drop tanks.
Bf 110 D-2
Long-range Zerstörer, two wing-mounted 300 L (80 US gal) drop tanks and centreline mounted bomb racks for two 500 kg (1,100 lb) bombs.
Bf 110 D-3
Long-range Zerstörer, lengthened tail for rescue dinghy. Either two wing-mounted 300 L (80 US gal) or 900 L (240 US gal) drop tanks could be fitted. Optional fitting of ETC 500 bomb racks (impossible with 900 L drop tanks).
Bf 110 D-4
Long-range recon, both MG FF removed, and Rb 50/30 camera installed, two wing-mounted 300 L or 900 L drop tanks.
Bf 110 E
Mostly fighter bombers, strengthened airframe, up to 1,200 kg (2,650 lb) bombload.
Bf 110 E-0
Pre-production version, Daimler-Benz DB 601B engines, pair of ETC50 bomb racks fitted outboard of engines, armament as C-4.
Bf 110 E-1
Production version of E-0, DB 601P engines.
Bf 110 E-1/U1
Two-crew night fighter conversion, equipped with the Spanner-Anlage infrared homing device.
Bf 110 E-2
DB 601P engines, rear fuselage extension same as for D-3.
Bf 110 E-3
Long-range reconnaissance version, both MG FF removed, and Rb 50/30 camera installed.
Bf 110 F
Same as the E, again strengthened airframe, better armour, two 993 kW (1,350 PS) DB 601F engines.
Bf 110 F-1
Fighter-bomber.
Bf 110 F-2
Long-range Zerstörer, often used against Allied heavy bombers.
Bf 110 F-3
Long-range reconnaissance version.
Bf 110 F-4
The first real night fighter (specially designed for this usage, 3-crew).
Bf 110 G
Improved F-series, two 1,085 kW (1,475 PS) DB 605B engines, tail rudders increased in size.
Bf 110 G-1
Not built.
Bf 110 G-2
Fighter-bomber, fast bomber, destroyer, often used against Allied heavy bombers. (often equipped with rockets).
Bf 110 G-2/R1
Bf 110 G-2 armed with a BK 3,7 under the fuselage.
Bf 110 G-2/R4
Bf 110 G-2 armed with a BK 3,7 under the fuselage and two MK 108 in the nose
Bf 110 G-3
Long-range reconnaissance version.
Bf 110 G-4
Three-crew night fighter, FuG 202/220 Lichtenstein radar, optional Schräge Musik, usually mounted midway down the cockpit with the cannon muzzles barely protruding above the canopy glazing. Multiple combinations of engine boosts, Schräge Musik, radar arrangements and forward firing armament were available in the form of Rüstsätze and Umrüst-Bausätze kits.
Bf 110 H
The final version, similar to the G, was cancelled before any prototypes were ready after important documents were lost in an air raid on the Waggonbau Gotha factory, which was leading the H-development.
Operators
Luftwaffe
Royal Hungarian Air Force
Regia Aeronautica Italian Royal Air Force operated three Bf 110 Cs
Royal Romanian Air Force
Soviet Air Force operated a few captured Bf 110s. Before the war, one was sold in 1940 for testing the Volkov-Yartsev VYa-23 23mm cannon.
Air Force of the Independent State of Croatia
The Royal Air Force's 1426 Flight operated one captured Bf 110.
Surviving aircraft
Two intact Bf 110s are known to exist:
Messerschmitt Bf 110 G Werk Nr. 730301
This aircraft is displayed as fully assembled at the Royal Air Force Museum's London site at Hendon, North London. A G-series night fighter, it was likely built in 1944. It served with Nachtjagdgeschwader 3, the unit responsible for the night air defence of Denmark and North Germany until Germany's surrender in May 1945.
It was one of five Bf 110s taken by the British for technical evaluation. In 1946, it was selected for preservation by the Air Historical Branch. It was eventually moved to the RAF Museum in 1978, where it has remained ever since.
Messerschmitt Bf 110 F2 Werk Nr. 5052
Displayed at the Deutsches Technikmuseum Berlin.
Additionally, the Technik Museum Speyer preserves the wings and other parts from a Bf 110 that were recovered from a lake in Sweden in 1995. During the war, the aircraft landed on the frozen lake after being damaged by Swedish anti-aircraft fire.
Messerschmitt Bf 110 G4 (unknown Werk Nr.)
This aircraft is made from a wide range of original spare parts found all over the world. It is currently owned and displayed by a private foundation in Denmark.
Specifications (Bf 110 C-1)
See also
Notes
References
Sources
Bergström, Christer. Black Cross – Red Star, Air War over the Eastern Front. Volume 4. Stalingrad to Kuban. Vaktel Books, 2019.
Weal, John. Messerschmitt Bf 110 Zerstörer Aces World War Two. London: Osprey, 1999. .
Further reading
Campbell, Jerry L. Messerschmitt BF 110 Zerstörer in Action. Carrollton, Texas: Squadron/Signal Publications, Inc., 1977. .
Caldwell, Donald and Richard Muller. The Luftwaffe over Germany: Defence of the Reich. London: Greenhill Books, 2007. .
Ciampaglia, Giuseppe. "Destroyers in Second World War". Rome: IBN editore, 1996. .
Deighton, Len. Fighter: The True Story of the Battle of Britain. London: Pimlico, 1996. .
de Zeng, H. L., D. G. Stanket and E. J. Creek. Bomber Units of the Luftwaffe 1933–1945: A Reference Source, Volume 2. London: Ian Allan Publishing, 2007. .
Hooton, E.R.Luftwaffe at War; Blitzkrieg in the West: Volume 2. London: Chevron/Ian Allan, 2007. .
Hooton, E.R. Luftwaffe at War; Gathering Storm 1933–39: Volume 1. London: Chevron/Ian Allan, 2007. .
Ledwoch, Janusz. Messerschmitt Bf 110 (Aircraft Monograph 3). Gdańsk, Poland: AJ-Press, 1994. .
Middlebrook, Martin. The Peenemunde Raid: The Night of 17–18 August 1943. Barnsley, UK: Pen & Sword Aviation, 2004. .
Murray, Willamson. Strategy for Defeat: The Luftwaffe 1935–1945. Maxwell AFB, Alabama: Air Power Research Institute, 1983. .
Price, Alfred. Messerschmitt Bf 110 Night Fighters (Aircraft in Profile No. 207). Windsor, Berkshire, UK: Profile Publications Ltd., 1971.
Treadwell, Terry C. Messerschmitt Bf 110(Classic WWII Aviation). Bristol, Avon, UK: Cerberus Publishing Ltd., 2005. .
Van Ishoven, Armand. Messerschmitt Bf 110 at War. Shepperton, Surrey: Ian Allan Ltd., 1985. .
External links
Manual: (1944) A.M. Pamphlet 114C - Instructions for Flying the Messerschmitt 110
Luftwaffe Resource Group
Lemairesoft
Aces of the Luftwaffe by Heinz-Wolfgang Schnaufer
World War 2 Aircraft Performance - Me 110
Bf 110
1930s German fighter aircraft
World War II fighter aircraft of Germany
Low-wing aircraft
Aircraft first flown in 1936
Twin piston-engined tractor aircraft
Twin-tail aircraft
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https://en.wikipedia.org/wiki/Wetten%2C%20dass..%3F
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Wetten, dass..?
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(; German for "Wanna bet, that..?") is a German-language Saturday entertainment television show. It is the largest and most successful television show in Europe. Its format was the basis for the British show You Bet! and the American show Wanna Bet?
The shows were broadcast live six to eight times a year from different cities in Germany, Austria, and Switzerland. There were also seven open-air summer shows, broadcast from Amphitheatre Xanten, Plaça de Toros de Palma de Mallorca, Disneyland Paris, Waldbühne Berlin, and Aspendos Roman Theatre. Each of the shows, which were shown without commercial interruption, was usually scheduled to last for about two to three hours, but it was not uncommon for a show to run as much as 45 minutes longer.
The game show gained great popularity in the German-speaking countries through the presenters Frank Elstner, who was also the creator, and Thomas Gottschalk in the 80s and 90s. After that, especially due to the takeover of Markus Lanz, the audience ratings dropped significantly, which caused the discontinuation of the show in 2014. From 2021 to probably 2023, Thomas Gottschalk will return for one episode each year.
History
On 14 February 1981, the German channel ZDF broadcast the first episode in cooperation with the Austrian broadcaster ORF and the Swiss channel SF DRS as an Eurovision network show. The inventor of the show, Frank Elstner, hosted the show until its 39th episode in 1987. Wetten, dass..? has since been hosted by entertainer Thomas Gottschalk, except during a brief interval from 1992 to 1993, when nine episodes were presented by Wolfgang Lippert. Gottschalk hosted his 100th episode of the show on 27 March 2004.
In summer 2007, Wetten, dass..? had its first show in 16:9 widescreen. Since late 2009, Michelle Hunziker has assisted Gottschalk in hosting the show. The show on 27 February 2010 was the first show broadcast in HD. Thomas Gottschalk left the show on 3 December 2011, the end of the 2011 season, because of an accident involving Samuel Koch, a 23-year-old man who became a quadriplegic due to a stunt which he performed on the show on 4 December 2010.
After long speculations who would take over the show, ZDF announced on 11 March 2012 that Markus Lanz would be the next presenter. His first show was on 6 October 2012 and the last show was on 13 December 2014.
The show got a satirical homage with fake bets in 2016 for two episodes of 45 minutes each. It was hosted by comedian Jan Böhmermann.
On 6 November 2021, Gottschalk moderated a one-off repeat of Wetten, dass...?
List of hosts
Concept
The core gimmick of the show was the bets: ordinary people offer to perform some unusual (often bizarre) and very difficult task. Some examples, all of which were performed successfully, include:
Lighting a pocket lighter using an excavator's shovel (19 February 1983)
Assembling a V8 engine from parts and making it run within 9 minutes (2 November 1991)
13 swimmers towing a 312-tonne ship over a distance of 25 meters (7 October 1995)
Recognising 5 of 6 (out of a total of 75) species of birds blindfolded by feeling a single feather (9 November 2002)
A Chinese martial artist pushing a car with a spear, the tip of which was resting on his throat
A nine-year-old boy from Vienna computing the shortest bus and railcar routes throughout the city from memory
A blindfolded farmer recognizing his cows by the sound they made while chewing apples
The other major attraction of the show was the top-ranking celebrity guests, with considerable screen time given to the host greeting and chatting with them. Each of the guests had to bet on the outcome of one of the performances and offer a wager, in recent years usually a humorous or mildly humiliating, originally more charitable, activity to be carried out if they lose. Until 1987, each of the celebrities bet on all the performances and the most accurate one was selected to be that show's Wettkönig ("bet king"). Ever since, one of the people performing the task is selected by a telephone vote. Celebrities that have appeared on the show included a vast range of personalities, with repeated guests including the likes of Britney Spears, Jennifer Lopez, Tom Cruise, Angelina Jolie, Cameron Diaz, Naomi Campbell, Michael Douglas, Michael Jackson, Jennifer Aniston, David Beckham, Hugh Grant, Arnold Schwarzenegger, Claudia Schiffer, Heidi Klum, Bill Gates, Karl Lagerfeld, Mikhail Gorbachev, and Gerhard Schröder.
Additionally, until 2001, members of the audience could offer bets against the host to find a certain number of unusual persons (e.g. 10 ladies over the age of 65 driving motorbikes). One of these was selected at the beginning of the show and had to be fulfilled by its end. Since 2001, the host bets against the entire city where the show is held.
Between the bets and the celebrity smalltalk, there were musical performances by top-ranking artists like Phil Collins, Take That, Jennifer Lopez, Coldplay, OneRepublic, Rihanna, Spice Girls, Kiss, t.A.T.u., Whitney Houston, Katy Perry, Madonna, Kylie Minogue, Anastacia, Avril Lavigne, Christina Stürmer, Bryan Adams, Shakira, Britney Spears, Scorpions, Bon Jovi, Meat Loaf, Elton John, Tokio Hotel, Justin Bieber, Miley Cyrus, Ashley Tisdale, Joe Cocker, Lady Gaga, Luciano Pavarotti, Celine Dion, Christina Aguilera, Mariah Carey, Robert Plant, Status Quo, Leona Lewis, David Bowie, Bruno Mars, Cher, Tina Turner, and Michael Jackson.
International versions
In the Netherlands, a version was broadcast between 1984 and 1999 under the name Wedden, dat..? by the AVRO and (from the early nineties) RTL 4. The Dutch shows were hosted by Jos Brink until 1993, after which Rolf Wouters took over. Reinout Oerlemans presented the show for one season in 1999.
Wetten, dass..? inspired the British series You Bet!. It was produced by London Weekend Television and was broadcast on ITV from 1988 to 1997. The hosts were Bruce Forsyth (1988–1990), Matthew Kelly (1991–1995), and Darren Day (1996–1997).
In October 2004, Wetten, dass..? also started in the Chinese television under the title Wanna Challenge (as gambling is illegal in China). It is shown once a week and reaches 60 million viewers each episode.
In 1998, a Slovenian version of Wetten, dass..? started weekly on POP TV under the title Super Pop hosted by Stojan Auer. There were initiations of close production connections with the original Wetten, dass..?, but the show was canceled because of high production costs before any further common productions were made.
The show was also broadcast with great success in Italy by Rai 1 from 1991 to 1996 (and then in 1999, 2001, and 2003) with the title Scommettiamo che...?. In 2008 it was taken up again by Rai 2. It has had ten seasons.
In 2005 and 2006, a Polish version was broadcast under the name Załóż się.
In 2006 and 2007 a Russian version was broadcast on the Channel One under the name Большой спор (Bolshoy Spor, literally A Big Betting). The host was Dmitry Nagiev. The show was closed after the 7th episode due to its low popularity.
¿Qué apostamos? is the Spanish version of the show. It originally run on Spain's national broadcaster TVE 1 between 4 May 1993 and 30 June 2000. The show was fronted by Ramón García, accompanied by Ana Obregón (1993–1998), Antonia Dell'Atte (1998–1999), and Raquel Navamuel and Mónica Martínez (2000). If the audience bet was completed, the person that placed the bet had to be drenched in water, and if it was not completed one of the presenters or guests had to take the water shower. In 2008, the Spanish federation of regional TV stations operating under the FORTA umbrella later recovered the format, hosted by Carlos Lozano and Rocío Madrid, but the revival was short lived and was swiftly axed due to low ratings and the high cost of producing the programme.
In 2006, ABC signed with reality producer Phil Gurin of The Gurin Company to develop an American version of the show. Six episodes were broadcast in July–September 2008, hosted by British duo Ant & Dec. This is not the first time the show has been produced for American audiences; in 1993, CBS broadcast a pilot called Wanna Bet?, hosted by Mark McEwen, which was not picked up as a full series.
There are also plans to show Wetten, dass..? in India, Northern Africa, and the Middle East.
Additional information
There was an instance where Frank Elstner lost a private bet himself; he had bet with his family that his colleague and friend Kurt Felix would never fool him. (Kurt Felix ran a show similar to Candid Camera, called Verstehen Sie Spaß? ("Can You Take a Joke?"). On the 29th show (21 September 1985), after a successful outdoor challenge which involved uncorking a bottle of wine and filling four glasses with a gripper claw fixed to a helicopter's skid within the space of minutes, the pilot was invitedalong with the guestsfor a drink of wine. But the contents of the bottle turned out to be pure vinegar, as Elstner discovered when he was the first to take a sample, and the red-haired and bearded pilot revealed himself to the laughing audience as Kurt Felix in disguise. As Felix would later admit in one of his later Verstehen Sie Spaß? broadcastings, it was he and his production team who had sent the bet to the ZDF in the first place.
In a special on German TV, Elstner said, Wetten, dass..? had the chance to have Pope John Paul II on the show, but only via video link, not direct in person. Elstner refused, because this could be precedent for future celebrities and famous people to come on the show via video link and not appear in person on the set. Elstner regretted the once-in-a-lifetime chance to have the pope on his show and said it was the greatest mistake of his career.
Actor Karl-Heinz Böhm initiated his long-time charity project Menschen für Menschen in the 3rd show: Regarding a famine in the Sahel, he said at the end of the show: I bet that not even one third of our viewers in Austria, Switzerland and the Federal Republic of Germany will donate one Deutsche Mark for the starving people in the Sahel. And I want to lose this bet. If he lost, Böhm added, he would himself travel to Africa to hand over the money. Even though Böhm won the bet, as total donations were only around 1.2 million DM, he traveled to Africa and started his aid project for Ethiopia.
In the 25th show on 15 December 1984, environmental activists ran in front of the cameras with a banner that read "Nicht wettenDonauauen retten" ("Don't betsave the Danube wetlands"). When they were pulled out of the way by the show's security, Frank Elstner commanded that no one was to be thrown out of his show. He let the activists make their request and they left the show peacefully. The banner was for the then Austrian chancellor Fred Sinowatz, who was a guest on that show.
In the 48th show on 3 September 1988, an editor of the German satirical magazine Titanic, Bernd Fritz, snuck into the show as a contestant under the pseudonym Thomas Rautenberg. The real Thomas Rautenberg, a graphic artist from Munich, offered his bet to Wetten, dass..?, to see how the ZDF would react. He claimed to recognize the colour of pencils by tasting them. Bernd Fritz took the bet to the show and won the bet. However he admitted he was cheating and the solution of how he did it could be read in the next issue of Titanic. Gottschalk then told the audience that he would read the magazine, and tell the trick in the next show, so that the magazine wouldn't get the publicity from this stunt. It was later explained that the blacked ski goggles that contestants wear if they need their vision removed for the bet, were adjusted by Fritz so he could peek through a gap along his nose to see the colour of the pencil. The host tested the visibility through the goggles by faking punches against Fritz eyes and seeing if he would try to dodge them, but after the test it seemed as if Fritz adjusted the goggles to a more comfortable position before he attempted the bet. Since then, swimming goggles with a rubber sealing that sticks to the skin have been used.
In a show in 1992, actress Whoopi Goldberg came onto the show for a bet. Goldberg lost and as a result, she had to cast Gottschalk in her next movie. That movie was Sister Act 2: Back in the Habit where Gottschalk played the German cook, Father Wolfgang.
In the 102nd show on 8 December 1996, a live bet at the Russian space station Mir was planned. The cosmonauts wanted to decorate a Christmas tree in zero gravity in two minutes. Because of technical problems, however, the station couldn't be contacted during the show.
Salma Hayek is credited for restarting the popular trend of wearing Trachten (German for costumes, specifically Lederhosen for men and Dirndl for women). Wearing Trachten to the Oktoberfest wasn't fashionable for several decades after the second World War, and most of visitors wore the regular clothes. She appeared on the show on 5 October 2008. Salma would have to dress in a Dirndl if she was wrong. Salma decided that the boy would not be successful in assembling a tower of 20 beer crates placed upon one after one and climbing up. The boy failed his mission so Salma didn't have to wear the Dirndl presented to her. In a surprise move, Salma indicated she would like to try on Dirndl and see how it looked on her. The audience erupted in applause as she walked off the stage. When she returned to the stage with her Dirndl, Karl Lagerfeld was applauding so loudly and couldn't stop looking at her Dirndl. Salma commented how besotted she was about Dirndl and wanted to keep it.
Cancellation and Revival
Samuel Koch incident
Samuel Koch, a 23-year-old aspiring stuntman-turned-actor, became a quadriplegic during a stunt performed on the show on 4 December 2010. The incident was broadcast live on German television. Koch took on a challenge to jump over five moving cars of gradually increasing size using spring-loaded boots. Koch failed to clear the fourth car, driven by his own father. Koch's head hit the windshield and he landed on the studio floor, fracturing two cervical vertebrae and damaging his spinal cord.
Koch survived after emergency surgery, but as of 2021 he is permanently paralyzed from the neck down. The episode was suspended and then taken off air about 20 minutes later, for the first time in the program's history. In the following episode host Thomas Gottschalk announced his resignation, leaving after the last installment of the 2011 season.
Decline
Following Gottschalk's retirement, ZDF TV host Markus Lanz took over the hosting of the show (debuting on 6 October 2012). However, his approach to the show did not meet public or critical approval, causing the show to experience a drastic ratings loss. Eventually, with the conclusion of the 2014 Offenburg show (5 April 2014), it was announced that the show would be cancelled at the close of 2014, official statements claiming "out-moded concepts" as the main reason for this decision. This announcement drew protests from both Frank Elstner and Thomas Gottschalk. However, it was also stated that an eventual revival would be considered.
The 215th and last regular show was broadcast on 13 December 2014 from Nuremberg, with Samuel Koch – who never blamed Wetten, dass..? or Gottschalk for his condition – being one of the prominent guests.
Revival
On 28 July 2018, ZDF announced a one-evening revival of Wetten, dass..?, owing to the occasion of Gottschalk's upcoming 70th birthday (18 May 2020). It was later announced that the special would not happen in 2020 due to the COVID-19 pandemic. It was instead relegated to air live on 6 November 2021. The special became an instant ratings hit, scoring nearly 14 million views, prompting ZDF to consider a full comeback of the show.
With the success of the 2021 show, another broadcast of Wetten, dass...? was scheduled for 15 November 2022 out of Friedrichshafen, hosted once again by Thomas Gottschalk. In August 2023, however, Gottschalk announced his ultimate retirement from hosting the show, with the last one being the broadcast on 25 November the same year. This announcement drew hefty criticism from his fanbase.
See also
Banzai (TV series)
The Late, Late Breakfast Show, British show cancelled in 1986 after a fatal audience stunt
References
External links
(in German)
ZDF.de: Thomas Gottschalk announces departure from "Wetten, dass..?" (in German)
1981 German television series debuts
German game shows
2014 German television series endings
Television shows about gambling
ZDF original programming
1990s German television series
2000s German television series
German-language television shows
1980s game shows
1990s game shows
2000s game shows
2010s game shows
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https://en.wikipedia.org/wiki/BCE%20Inc.
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BCE Inc.
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BCE Inc., an abbreviation of its full name Bell Canada Enterprises Inc., is a publicly traded Canadian holding company for Bell Canada, which includes telecommunications providers and various mass media assets under its subsidiary Bell Media Inc. Founded through a corporate reorganization in 1983, when Bell Canada, Northern Telecom, and other related companies all became subsidiaries of Bell Canada Enterprises Inc., it is one of Canada's largest corporations. The company is headquartered at 1 Carrefour Alexander-Graham-Bell in the Verdun borough of Montreal, Quebec, Canada.
BCE Inc. is a component of the S&P/TSX 60 and is listed on the Toronto Stock Exchange (). It was ranked as Canada's 17th largest corporation by revenue as of June 2014, and as the ninth-largest by capitalization as of June 2015.
History
The Bell Telephone Company of Canada Ltd. was created by an act of Parliament on 29 April 1880. Later known as Bell Canada, its charter granted it the right to construct telephone lines alongside all public rights-of-way in Canada. Under a licensing agreement with the US-based American Bell Telephone Company, Bell also manufactured telephones and telephone equipment, an activity that would be spun off in a separate company that later became Northern Telecom and then Nortel Networks.
In 1983, all of the Bell Canada group of companies (also known as the "Bell Group") were placed under a new holding company, Bell Canada Enterprises Inc. (BCE). This corporate reorganization resulted in Bell Canada and its subsidiaries, including Northern Telecom (later Nortel Networks) and over 80 others, becoming subsidiaries of the new holding company, BCE. Under the new parent, each company was owned directly by BCE, which had the benefit of freeing the manufacturing company, Nortel, and other holdings from the heavily regulated telephone company, Bell Canada. Under a variety of leaders, BCE has embarked on a series of diversifications, consolidations, and corporate strategies. In 1988, Bell Canada Enterprises was shortened to BCE Inc.
Diversification and expansion
In 1983, A. Jean de Grandpré, chairman of Bell Canada, was appointed as the first chairman and chief executive officer (CEO) of BCE. The company soon embarked on a major diversification into property development, the energy sector, financial services, and other sectors. Within a few years, it became the first Canadian company to report CAD$1 billion in profits.
When Jean Monty assumed the job of CEO in 1998, he pursued a convergence strategy, attempting to combine both content creation and distribution within BCE, and to take greater advantage of the emerging Internet market. BCE's acquisition in 2000 (and subsequent financing) of overseas carrier Teleglobe cost billions of dollars. BCE sold Teleglobe two years later; Jean Monty resigned and was succeeded by Michael Sabia as CEO.
Refocus on core business
Michael Sabia refocused BCE on its core telecommunications business, prompting BCE to buy back the 20% share in Bell Canada that it had sold in 1999 to Ameritech (later acquired by SBC Corporation). BCE also spun off operating units that it did not consider to be core to its business, including Emergis in 2004, and Bell Globemedia and Telesat Canada in 2006.
On February 1, 2006, stating the need to remain competitive, Bell Canada announced job cuts of 3,000 to 4,000 employees by the end of 2006.
On April 28, BCE announced that CEO Michael Sabia was taking a 455% pay increase; his salary being raised from C$1.21 million to $6.71 million. The pay included a $1.25 million salary, a $2.2 million bonus that Sabia converted to deferred share units, a long-term incentive payout of $3 million and other compensation, the filing shows. Bell Canada also posted record revenue increases for the previous fiscal year.
Under pressure from investors, on October 11, 2006, BCE announced it would be wound down, with its remaining assets converted to an income trust so its income could be distributed directly to shareholders through dividends, avoiding corporate taxes. The new entity was planned to be named "Bell Canada Income Fund". As part of this restructuring, Bell Aliant offered to take Bell Nordiq private, while remaining separate from the new Bell trust. Due to announced changes in taxation law by the Canadian federal government, on December 12, 2006, BCE announced it would not proceed with its planned conversion to an income trust. It then started planning a restructuring that would have eliminated the BCE holding company, but this was put on hold when the company began attracting takeover bids.
In February 2021, and in line with the growing importance of 5G wireless networks, BCE announces the launch of the largest investment program in its history to double the proportion of Canadians covered.
Proposed takeover
Due to its stagnant share price, starting in April 2007, BCE was courted for acquisition by pension funds and private equity groups, including a consortium led by the Canada Pension Plan Investment Board (with Kohlberg Kravis Roberts as one of the participants), a consortium led by the Ontario Teachers' Pension Plan (OTPP), and a consortium that included Cerberus Capital Management. On June 30, 2007, BCE accepted a bid of $42.75 per share in cash, for a total valuation of $51.7 billion, from the group led by the OTPP, and including Providence Equity Partners, Madison Dearborn Partners, Merrill Lynch Global Private Equity, and Toronto-Dominion Bank. The proposed deal would have been the largest acquisition in Canadian history and the largest leveraged buyout ever.
The deal was approved by BCE shareholders,
Quebec Superior Court
(whose ruling was overturned by the Quebec Court of Appeal, but was later upheld by the Supreme Court of Canada),
and the CRTC, subject to certain conditions for its corporate governance structure to ensure that Bell remained under Canadian control.
(See BCE Inc v 1976 Debentureholders for further information).
Due to the tightening of the credit market caused by the subprime mortgage crisis, the investment banks financing the deal – led by Citigroup, Deutsche Bank and the Royal Bank of Scotland – started negotiations on May 16, 2008, to revise the terms of their loans with greater interest rates and greater restrictions to protect themselves. On July 4, 2008, BCE announced that a final agreement had been reached on the terms of the purchase, with all financing in place, and Michael Sabia left BCE, with George Cope assuming the position of CEO on July 11.
On November 26, 2008, BCE announced that KPMG had informed BCE that it would not be able to issue a statement on the solvency of the company after its privatization, one of the required conditions of the buyout. As a result, the purchase was cancelled.
Expanding again into mass media
With Shaw Communications purchasing the Global Television Network, Vidéotron launching its wireless telephone network with video content as a key selling point, and the enormous popularity of wireless and Internet video and other media streams at the 2010 Vancouver Olympics, Bell once again sought to bring a content provider into its portfolio. In September 2010, Bell announced a deal to reacquire full control of the broadcasting properties owned by CTVglobemedia including the CTV Television Network. Bell also obtained a 15% interest in The Globe and Mail, CTVglobemedia's other major asset, with the remaining 85% owned by the Thomson family.
Through this acquisition, Bell responded to an increasing trend away from traditional cable and satellite delivery channels and towards new distribution methods over the Internet and wireless networks.
The CRTC approved the transaction in March 2011.
In 2016, BCE announced that it had entered an agreement to acquire Manitoba Telecom Services (MTS) in a transaction worth $3.9 billion. The deal was approved by both companies' shareholders and boards of directors, and closed in March 2017 after the Competition Bureau and other agencies approved of the acquisition.
Major subsidiaries
As of 2016, BCE Inc. has three primary divisions: Bell Canada, Bell Mobility, and Bell Media, comprising over 80% of BCE's revenue. Bell Aliant was a subsidiary company formed in 1999 from the merger of the four BCE-controlled telephone companies serving Canada's Atlantic provinces. In 2016, the operations of Bell Aliant were consolidated into those of Bell Canada.
Its Bell MTS Inc. subsidiary, owns 100% of its Bell Canada division which includes Bell Aliant, Bell Mobility, Bell Satellite TV, Bell Media, Bell Fibe TV, Virgin Mobile Canada and Lucky Mobile. Bell's flanker wireless brand, Virgin Mobile was officially rebranded to Virgin Plus on July 19, 2021 to reflect the brand's evolution beyond just wireless offerings which now includes Virgin Plus Internet as well as Virgin Plus TV.
The Bell Media assets include two Canadian conventional television networks, CTV and CTV 2 along with dozens of specialty television channels including BNN Bloomberg, CTV Comedy Channel, CTV News Channel, CTV Drama Channel, CTV Sci-Fi Channel, MTV Canada, MTV2 Canada, Much, E!, TSN, and 109 licensed radio stations in 58 markets across the country, all part of the iHeartRadio brand and streaming service. In 2014, Bell launched their CraveTV streaming service which offers the latest originals from Crave, HBO, HBO Max and Showtime, exclusive access to the entire HBO library, the biggest Hollywood blockbusters, and the best French-language content in Canada.
BCE also owns 18% of the Montreal Canadiens ice hockey club, and (together with BCE's pension plan) a 37.5% interest in Maple Leaf Sports & Entertainment (owner of several Toronto sports franchises).
Bell Canada
Bell Canada formed the primary historic core of the company in central, Atlantic, and northern Canada.
Bell Aliant
Distribution (Ontario, Quebec, Atlantic) – Bell Canada, Cablevision du Nord de Quebec Inc.
Bell MTS
Bell Satellite TV – Bell ExpressVu Limited Partnership
Bell Media
Bell Media is the BCE broadcast and media subsidiary. In 2000, BCE bought the CTV Television Network for $2.3 billion. The company combined CTV with its holdings in The Globe and Mail newspaper to form Bell Globemedia, with BCE owning 70% and Thomson Newspapers and Woodbridge Co. Ltd. the remainder. In 2005, BCE sold its controlling interest in Bell Globemedia for $183 million to Woodbridge, Torstar, and the Ontario Teachers' Pension Plan, with BCE retaining a 20% stake. The company was subsequently renamed CTVglobemedia. In 2007, it acquired most assets of CHUM Limited. In 2010, BCE bought out the other owners, acquiring CTV's specialty television, digital media, conventional TV and radio broadcasting platforms. In August 2015, BCE sold its remaining 15% stake in the Globe and Mail to Woodbridge. Bell Media's subsidiaries:
Bell Media TV
Bell Media TV – Sports Specialty Services
Bell Media TV – Specialty Services (other than Sports)
Bell Media Radio
Bell Media Astral – Radio, TV, & Specialty Services
Other holdings
Below is partial list of the holdings of the BCE conglomerate.
Montreal Canadiens
In 2009, BCE partnered with the Molson family in acquiring the Montreal Canadiens Hockey Club and the Bell Centre. The $575 million purchase was termed "the richest deal in NHL history"; BCE's share was reported to be $40 million.
Maple Leaf Sports and Entertainment
In 2011, together with Rogers Communications and Kilmer Sports (holding company of Larry Tanenbaum), BCE acquired Maple Leaf Sports & Entertainment, owner of the Toronto Maple Leafs professional hockey team. BCE's interest is held in partnership with Rogers Communications through the holding company 8047286 Canada Inc., 50% owned by Rogers and 50% by BCE holding company 7680147 Canada Inc., which is in turn 74.67% owned by BCE and 25.33% by BCE Master Trust Fund (investment fund of Bell's pension plan).
Kilmer Sports and BCE also co-own the Toronto Argonauts, a team the companies purchased in 2015; BCE and Kilmer each own 50% of the team.
Past holdings
BCE Development
BCE Development was founded as Daon Development by Vancouver-based developer Jack Poole in 1964. In the mid-1970s, Daon became known for expanding aggressively in the United States. The company first entered the American market in 1976 and nearly quadrupled its total assets to $1.67 billion in four years. It borrowed heavily to finance deals for premium office space and condominium conversions. By 1981, the company had assets worth more than $2 billion. When interest rates soared, however, Daon was caught overextended, could not meet its debt payments, and was forced into a major restructuring with its bankers. In 1985, BCE acquired 68% of Daon from its creditors and changed its name to BCE Development Corporation in February 1986. In March 1986, it agreed to acquire US$1 billion of commercial real estate from the American subsidiary of the Oxford Development Group Ltd., more than doubling BCED's portfolio. BCE stated its goal was to convert from a land developer to a developer of prime commercial properties.
In July 1990, BCE Inc. sold 50% ownership in BCE Development to Carena Developments Ltd. (controlled by the Toronto branch of the Bronfman family). BCED was renamed Brookfield Development Inc. (now Brookfield Asset Management) followed in 1994 by the remaining 50%.
Montreal Trust
In March 1989, BCE bought a 64% stake in Montreal Trust from Power Financial for $547-million. The diversification was considered a "natural evolution" due to BCE's long-standing interest in financial services, its familiarity in selling services to the public, and its in-house money management operations. In 1993, BCE sold Montreal Trust to Scotiabank for about $290-million, taking a substantial loss.
Nortel Networks
When BCE was created in 1983, Northern Telecom was transferred from a subsidiary of CRTC-regulated Bell Canada to a non-regulated subsidiary of BCE. In 1998, with Nortel's acquisition of Bay Networks, the company's name was changed to Nortel Networks. As a consequence of the stock transaction used to purchase Bay Networks, BCE's holding was diluted to a minority stake. In 2000, BCE spun out Nortel, distributing its stock in Nortel to its shareholders. Nortel's share price collapsed with the dot-com crash of 2000 and combined with a mishandling of a subsequent accounting investigation, the company never fully recovered. It was liquidated in 2009.
Teleglobe Inc.
In 1987, BCE purchased a 30% stake in Memotec Data Corporation for $196 million. When Memotec purchased international telecommunications carrier Teleglobe Canada from the Canadian government in 1987, the company was renamed Teleglobe Inc. In March 2000, BCE announced the purchase of the Teleglobe shares it did not own for $9.65 billion. In April 2002, BCE announced it was cutting off long-term funding of Teleglobe, would give up on the company, and take a charge of up to $8.5 billion. In 2005, Teleglobe was sold to the Tata Group and is now known as VSNL International Canada. In September 2002, it sold its voice and data business for $197 million.
Telesat Canada
In 1970, Bell Canada acquired a minority interest in satellite telecommunications carrier Telesat Canada. In 1998, BCE raised its stake to 100% at a cost of $158 million for the 42% of shares it did not already own. In December 2006, BCE announced the sale of Telesat to Loral Space & Communications and the Public Sector Pension Investment Board for CAD$3.28 billion.
TransCanada Pipelines
In 1983, BCE acquired a controlling 42% stake in TransCanada PipeLines Limited (TCPL). In 1990, it announced its departure from the energy sector and sold its stake in TCPL for $1.1 billion.
Corporate governance
BCE Inc.’s ISS Governance QualityScore as of December 3, 2019 is 2. The pillar scores are Audit: 1; Board: 3; Shareholder Rights: 3; Compensation: 3.
Corporate governance scores are provided to Yahoo! Finance by Institutional Shareholder Services (ISS). Scores denote a decile rank relative to index or region. A decile score of 1 denotes the lowest governance risk, while a score of 10 denotes the highest governance risk.
Board of directors
As of March 2020, the current board of directors are: Barry K. Allen, Mirko Bibic, Sophie Brochu, Robert E. Brown, David F. Denison, Robert P. Dexter, Ian Greenberg, Katherine Lee, Monique F. Leroux, Calin Rovinescu, Karen Sheriff, Robert C. Simmonds, and Paul R. Weiss.
Since inception, BCE has had five CEOs:
A. Jean de Grandpré: 1983–1988
Jean Monty: 1988–2002
Michael Sabia: 2002–2008
George A. Cope: 2008–2020
Mirko Bibic: Current
References
External links
01
Bell Canada
Bell System
Conglomerate companies of Canada
Holding companies of Canada
Information technology companies of Canada
Mass media companies of Canada
Telecommunications companies of Canada
Multinational companies headquartered in Canada
Companies based in Montreal
Verdun, Quebec
Corporate spin-offs
Canadian companies established in 1983
Holding companies established in 1983
Mass media companies established in 1983
Telecommunications companies established in 1983
Companies listed on the Toronto Stock Exchange
Canadian brands
1983 establishments in Quebec
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https://en.wikipedia.org/wiki/Domingo%20Faustino%20Sarmiento
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Domingo Faustino Sarmiento
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Domingo Faustino Sarmiento (; born Domingo Faustino Fidel Valentín Sarmiento y Albarracín; 15 February 1811 – 11 September 1888) was an Argentine activist, intellectual, writer, statesman and the second President of Argentina. His writing spanned a wide range of genres and topics, from journalism to autobiography, to political philosophy and history. He was a member of a group of intellectuals, known as the Generation of 1837, who had a great influence on 19th-century Argentina. He was particularly concerned with educational issues and was also an important influence on the region's literature.
Sarmiento grew up in a poor but politically active family that paved the way for many of his future accomplishments. Between 1843 and 1850, he was frequently in exile, and wrote in both Chile and in Argentina. His greatest literary achievement was Facundo, a critique of Juan Manuel de Rosas, that Sarmiento wrote while working for the newspaper El Progreso during his exile in Chile. The book brought him far more than just literary recognition; he expended his efforts and energy on the war against dictatorships, specifically that of Rosas, and contrasted enlightened Europe—a world where, in his eyes, democracy, social services, and intelligent thought were valued—with the barbarism of the gaucho and especially the caudillo, the ruthless strongmen of nineteenth-century Argentina.
While president of Argentina from 1868 to 1874, Sarmiento championed intelligent thought—including education for children and women—and democracy for Latin America. He also took advantage of the opportunity to modernize and develop train systems, a postal system, and a comprehensive education system. He spent many years in ministerial roles on the federal and state levels where he travelled abroad and examined other education systems.
Sarmiento died in Asunción, Paraguay, at the age of 77 from a heart attack. He was buried in Buenos Aires. Today, he is respected as a political innovator and writer. Miguel de Unamuno considered him among the greatest writers of Castilian prose.
Youth and influences
Sarmiento was born in Carrascal, a poor suburb of San Juan, Argentina on 15 February 1811. His father, José Clemente Quiroga Sarmiento y Funes, had served in the military during the wars of independence, returning prisoners of war to San Juan. His mother, Doña Paula Zoila de Albarracín e Irrázabal, was a very pious woman, who lost her father at a young age and was left with very little to support herself. As a result, she took to selling her weaving in order to afford to build a house of her own. On 21 September 1801, José and Paula were married. They had 15 children, 9 of whom died; Domingo was the only son to survive to adulthood. Sarmiento was greatly influenced by his parents, his mother who was always working hard, and his father who told stories of being a patriot and serving his country, something Sarmiento strongly believed in. In Sarmiento's own words:
At the age of four, Sarmiento was taught to read by his father and his uncle, José Eufrasio Quiroga Sarmiento, who later became Bishop of Cuyo. Another uncle who influenced him in his youth was Domingo de Oro, a notable figure in the young Argentine Republic who was influential in bringing Juan Manuel de Rosas to power. Though Sarmiento did not follow de Oro's political and religious leanings, he learned the value of intellectual integrity and honesty. He developed scholarly and oratorical skills, qualities which de Oro was famous for.
In 1816, at the age of five, Sarmiento began attending the primary school La Escuela de la Patria. He was a good student, and earned the title of First Citizen (Primer Ciudadano) of the school. After completing primary school, his mother wanted him to go to Córdoba to become a priest. He had spent a year reading the Bible and often spent time as a child helping his uncle with church services, but Sarmiento soon became bored with religion and school, and got involved with a group of aggressive children. Sarmiento's father took him to the Loreto Seminary in 1821, but for reasons unknown, Sarmiento did not enter the seminary, returning instead to San Juan with his father. In 1823, the Minister of State, Bernardino Rivadavia, announced that the six top pupils of each state would be selected to receive higher education in Buenos Aires. Sarmiento was at the top of the list in San Juan, but it was then announced that only ten pupils would receive the scholarship. The selection was made by lot, and Sarmiento was not one of the scholars whose name was drawn.
Like many other nineteenth century Argentines prominent in public life, he was a freemason.
Political background and exiles
In 1826, an assembly elected Bernardino Rivadavia as president of the United Provinces of the Río de la Plata. This action roused the ire of the provinces, and civil war was the result. Support for a strong, centralized Argentine government was based in Buenos Aires, and gave rise to two opposing groups. The wealthy and educated of the Unitarian Party, such as Sarmiento, favored centralized government. In opposition to them were the Federalists, who were mainly based in rural areas and tended to reject European mores. Numbering figures such as Manuel Dorrego and Juan Facundo Quiroga among their ranks, they were in favor of a loose federation with more autonomy for the individual provinces.
Opinion of the Rivadavia government was divided between the two ideologies. For Unitarians like Sarmiento, Rivadavia's presidency was a positive experience. He set up a European-staffed university and supported a public education program for rural male children. He also supported theater and opera groups, publishing houses and a museum. These contributions were considered as civilizing influences by the Unitarians, but they upset the Federalist constituency. Common laborers had their salaries subjected to a government cap, and the gauchos were arrested by Rivadavia for vagrancy and forced to work on public projects, usually without pay.
In 1827, the Unitarians were challenged by Federalist forces. After the resignation of Rivadavia, Manuel Dorrego was installed as governor of Buenos Aires province. He quickly made peace with Brazil but, on returning to Argentina, was overthrown and executed by the Unitarian general Juan Lavalle, who took Dorrego's place. However, Lavalle did not spend long as governor either: he was soon overthrown by militias composed largely of gauchos led by Rosas and Estanislao López. By the end of 1829 the old legislature that Lavalle had disbanded was back in place and had appointed Rosas as governor of Buenos Aires.
The first time Sarmiento was forced to leave home was with his uncle, José de Oro, in 1827, because of his military activities. José de Oro was a priest who had fought in the Battle of Chacabuco under General San Martín. Together, Sarmiento and de Oro went to San Francisco del Monte, in the neighbour province of San Luis. He spent much of his time with his uncle learning and began to teach at the only school in town. Later that year, his mother wrote to him asking him to come home. Sarmiento refused, only to receive a response from his father that he was coming to collect him. His father had persuaded the governor of San Juan to send Sarmiento to Buenos Aires to study at the College of Moral Sciences (Colegio de Ciencias Morales).
Soon after Sarmiento's return, the province of San Juan broke out into civil war and Facundo Quiroga invaded Sarmiento's town. As historian William Katra describes this "traumatic experience":
Unable to attend school in Buenos Aires due to the political turmoil, Sarmiento chose to fight against Quiroga. He joined and fought in the unitarian army, only to be placed under house arrest when San Juan was eventually taken over by Quiroga after the battle of Pilar. He was later released, only to join the forces of General Paz, a key unitarian figure.
First exile in Chile
Fighting and war soon resumed, but, one by one, Quiroga vanquished the main allies of General Paz, including the Governor of San Juan, and in 1831 Sarmiento fled to Chile. He did not return to Argentina for five years. At the time, Chile was noted for its good public administration, its constitutional organization, and the rare freedom to criticize the regime. In Sarmiento's view, Chile had "Security of property, the continuation of order, and with both of these, the love of work and the spirit of enterprise that causes the development of wealth and prosperity."
As a form of freedom of expression, Sarmiento began to write political commentary. In addition to writing, he also began teaching in Los Andes. Due to his innovative style of teaching, he found himself in conflict with the governor of the province. He founded his own school in Pocuro as a response to the governor. During this time, Sarmiento fell in love and had an illegitimate daughter named Ana Faustina, who Sarmiento did not acknowledge until she married.
San Juan and second and third exiles in Chile
In 1836, Sarmiento returned to San Juan, seriously ill with typhoid fever; his family and friends thought he would die upon his return, but he recovered and established an anti-federalist journal called El Zonda. The government of San Juan did not like Sarmiento's criticisms and censored the magazine by imposing an unaffordable tax upon each purchase. Sarmiento was forced to cease publication of the magazine in 1840. He also founded a school for girls during this time called the Santa Rosa High School, which was a preparatory school. In addition to the school, he founded a Literary Society.
It is around this time that Sarmiento became associated with the so-called "Generation of 1837". This was a group of activists, who included Esteban Echeverría, Juan Bautista Alberdi, and Bartolomé Mitre, who spent much of the 1830s to 1880s first agitating for and then bringing about social change, advocating republicanism, free trade, freedom of speech, and material progress. Though, based in San Juan, Sarmiento was absent from the initial creation of this group, in 1838 he wrote to Alberdi seeking the latter's advice; and in time he would become the group's most fervent supporter.
In 1840, after being arrested and accused of conspiracy, Sarmiento was forced into exile in Chile again. It was en route to Chile that, in the baths of Zonda, he wrote the graffiti "On ne tue point les idées," an incident that would later serve as the preface to his book Facundo. Once on the other side of the Andes, in 1841 Samiento started writing for the Valparaíso newspaper , as well working as a publisher of the Crónica Contemporánea de Latino América ("Contemporary Latin American Chronicle"). In 1842, Sarmiento was appointed the Director of the first Normal School in South America; the same year he also founded the newspaper El Progreso. During this time he sent for his family from San Juan to Chile. In 1843, Sarmiento published Mi Defensa ("My Defence"), while continuing to teach. And in May 1845, El Progreso started the serial publication of the first edition of his best-known work, Facundo; in July, Facundo appeared in book form.
Between the years 1845 and 1847, Sarmiento travelled on behalf of the Chilean government across parts of South America to Uruguay, Brazil, to Europe, France, Spain, Algeria, Italy, Armenia, Switzerland, England, to Cuba, and to North America, the United States and Canada in order to examine different education systems and the levels of education and communication. Based on his travels, he wrote the book Viajes por Europa, África, y América which was published in 1849.
In 1848, Sarmiento voluntarily left to Chile once again. During the same year, he met widow Benita Martínez Pastoriza, married her, and adopted her son, Domingo Fidel, or Dominguito, who would be killed in action during the War of the Triple Alliance at Curupaytí in 1866. Sarmiento continued to exercise the idea of freedom of the press and began two new periodicals entitled La Tribuna and La Crónica respectively, which strongly attacked Juan Manuel de Rosas. During this stay in Chile, Sarmiento's essays became more strongly opposed to Juan Manuel de Rosas. The Argentine government tried to have Sarmiento extradited from Chile to Argentina, but the Chilean government refused to hand him over.
In 1850, he published both Argirópolis and Recuerdos de Provincia (Recollections of a Provincial Past). In 1852, Rosas's regime was finally brought down. Sarmiento became involved in debates about the country's new constitution.
Return to Argentina
In 1854, Sarmiento briefly visited Mendoza, just across the border from Chile in Western Argentina, but he was arrested and imprisoned. Upon his release, he went back to Chile. But in 1855 he put an end to what was now his "self-imposed" exile in Chile: he arrived in Buenos Aires, soon to become editor-in-chief of the newspaper El Nacional. He was also appointed town councillor in 1856, and 1857 he joined the provincial Senate, a position he held until 1861.
It was in 1861, shortly after Mitre became Argentine president, that Sarmiento left Buenos Aires and returned to San Juan, where he was elected governor, a post he took up in 1862. It was then that he passed the Statutory Law of Public Education, making it mandatory for children to attend primary school. It allowed for a number of institutions to be opened including secondary schools, military schools and an all-girls school. While governor, he developed roads and infrastructure, built public buildings and hospitals, encouraged agriculture and allowed for mineral mining. He resumed his post as editor of El Zonda. In 1863, Sarmiento fought against the power of the caudillo of La Rioja and found himself in conflict with the Interior Minister of General Mitre's government, Guillermo Rawson. Sarmiento stepped down as governor of San Juan to become the Plenipotentiary Minister to the United States, where he was sent in 1865, soon after the assassination of President Abraham Lincoln. Moved by the story of Lincoln, Sarmiento ended up writing his book Vida de Lincoln. It was on this trip that Sarmiento received an honorary degree from the University of Michigan. A bust of him stood in the Modern Languages Building at the University of Michigan until multiple student protests prompted its removal. Students installed plaques and painted the bust red to represent the controversies surrounding his policies towards the indigenous people in Argentina. There still stands a statue of Sarmiento at Brown University. While on this trip, he was asked to run for President again. He won, taking office on 12 October 1868.
President of Argentina, 1868–1874
Domingo Faustino Sarmiento served as President of the Republic of Argentina from 1868 to 1874, becoming president despite the maneuverings of his predecessor Bartolomé Mitre. According to biographer Allison Bunkley, his presidency "marks the advent of the middle, or land-owning classes as the pivot power of the nation. The age of the gaucho had ended, and the age of the merchant and cattleman had begun." Sarmiento sought to create basic freedoms, and wanted to ensure civil safety and progress for everyone, not just the few. Sarmiento's tour of the United States had given him many new ideas about politics, democracy, and the structure of society, especially when he was the Argentine ambassador to the country from 1865 to 1868. He found New England, specifically the Boston-Cambridge area to be the source of much of his influence, writing in an Argentine newspaper that New England was "the cradle of the modern republic, the school for all of America." He described Boston as "The pioneer city of the modern world, the Zion of the ancient Puritans ... Europe contemplates in New England the power which in the future will supplant her." Not only did Sarmiento evolve political ideas, but also structural ones by transitioning Argentina from a primarily agricultural economy to one focused on cities and industry.
Historian David Rock notes that, beyond putting an end to caudillismo, Sarmiento's main achievements in government concerned his promotion of education. As Rock reports, "between 1868 and 1874 educational subsidies from the central government to the provinces quadrupled." He established 800 educational and military institutions, and his improvements to the educational system enabled 100,000 children to attend school.
He also pushed forward modernization more generally, building infrastructure including of telegraph line across the country for improved communications, making it easier for the government in Buenos Aires and the provinces to communicate; modernizing the postal and train systems which he believed to be integral for interregional and national economies, as well as building the Red Line, a train line that would bring goods to Buenos Aires in order to better facilitate trade with Great Britain. By the end of his presidency, the Red Line extended . In 1869, he conducted Argentina's first national census.
Though Sarmiento is well known historically, he was not a popular president. Indeed, Rock judges that "by and large his administration was a disappointment". During his presidency, Argentina conducted an unpopular war against Paraguay; at the same time, people were displeased with him for not fighting for the Straits of Magellan from Chile. Although he increased productivity, he increased expenditures, which also negatively affected his popularity. In addition, the arrival of a large influx of European immigrants was blamed for the outbreak of Yellow Fever in Buenos Aires and the risk of civil war. Moreover, Sarmiento's presidency was further marked by ongoing rivalry between Buenos Aires and the provinces. In the war against Paraguay, Sarmiento's adopted son was killed. Sarmiento suffered from immense grief and was thought to never have been the same again.
On 22 August 1873, Sarmiento was the target of an unsuccessful assassination attempt, when two Italian anarchist brothers shot at his coach. They had been hired by federal caudillo Ricardo López Jordán. A year later in 1874, he completed his term as President and stepped down, handing his presidency over to Nicolás Avellaneda, his former Minister of Education.
Final years
In 1875, following his term as President, Sarmiento became the General Director of Schools for the Province of Buenos Aires. That same year, he became the Senator for San Juan, a post that he held until 1879, when he became Interior Minister. But he soon resigned, following conflict with the Governor of Buenos Aires, Carlos Tejedor. He then assumed the post of Superintendent General of Schools for the National Education Ministry under President Roca and published El Monitor de la Educación Común, which is a fundamental reference for Argentine education. In 1882, Sarmiento was successful in passing the sanction of Free Education allowing schools to be free, mandatory, and separate from that of religion.
In May 1888, Sarmiento left Argentina for Paraguay. He was accompanied by his daughter, Ana, and his companion Aurelia Vélez. He died in Asunción on 11 September 1888, from a heart attack, and was buried in Buenos Aires, after a ten-day trip. His tomb at La Recoleta Cemetery lies under a sculpture, a condor upon a pylon, designed by himself and executed by Victor de Pol. Pedro II, the Emperor of Brazil and a great admirer of Sarmiento, sent to his funeral procession a green and gold crown of flowers with a message written in Spanish remembering the highlights of his life: "Civilization and Barbarism, Tonelero, Monte Caseros, Petrópolis, Public Education. Remembrance and Homage from Pedro de Alcântara."
Philosophy
Sarmiento was well known for his modernization of the country, and for his improvements to the educational system. He firmly believed in democracy and European liberalism, but was most often seen as a romantic. Sarmiento was well versed in Western philosophy including the works of Karl Marx and John Stuart Mill. He was particularly fascinated with the liberty given to those living in the United States, which he witnessed as a representative of the Peruvian government. He did, however, see pitfalls to liberty, pointing for example to the aftermath of the French Revolution, which he compared to Argentina's own May Revolution. He believed that liberty could turn into anarchy and thus civil war, which is what happened in France and in Argentina. Therefore, his use of the term "liberty" was more in reference to a laissez-faire approach to the economy, and religious liberty. Though a Catholic himself, he began to adopt the ideas of separation of church and state modeled after the US. He believed that there should be more religious freedom, and less religious affiliation in schools. This was one of many ways in which Sarmiento tried to connect South America to North America.
Sarmiento believed that the material and social needs of people had to be satisfied but not at the cost of order and decorum. He put great importance on law and citizen participation. These ideas he most equated to Rome and to the United States, a society which he viewed as exhibiting similar qualities. In order to civilize the Argentine society and make it equal to that of Rome or the United States, Sarmiento believed in eliminating the caudillos, or the larger landholdings and establishing multiple agricultural colonies run by European immigrants.
Coming from a family of writers, orators, and clerics, Domingo Sarmiento placed a great value on education and learning. He opened a number of schools including the first school in Latin America for teachers in Santiago in 1842: La Escuela Normal Preceptores de Chile. He proceeded to open 18 more schools and had mostly female teachers from the United States come to Argentina to instruct graduates how to be effective when teaching. Sarmiento's belief was that education was the key to happiness and success, and that a nation could not be democratic if it was not educated. "We must educate our rulers," he said. "An ignorant people will always choose Rosas.". His views on the South American Indians have been more controversial, with some scholars arguing Sarmiento's views reflected the racism of his day. For example, in the periodical El Nacional, dated November 25, 1857, Sarmiento wrote: “Will we be able to exterminate the Indians? For the savages of America, I feel an invincible repugnance that I cannot cure. Those scoundrels are not anything more than disgusting Indians that I would hang if they reappeared. Lautaro and Caupolicán are dirty Indians, because that's how they are all. Incapable of progress, their extermination is providential and useful, sublime and great. They must be exterminated without even sparing the little one, who already has the instinctive hatred for the civilized man.”
Publications
Major works
Facundo – Civilización y Barbarie – Vida de Juan Facundo Quiroga, 1845. Written during his long exile in Chile. Originally published in 1845 in Chile in installments in El Progreso newspaper, Facundo is Sarmiento's most famous work. It was first published in book form in 1851, and the first English translation, by Mary Mann, appeared in 1868. A recent modern edition in English was translated by Kathleen Ross. Facundo promotes further civilization and European influence on Argentine culture through the use of anecdotes and references to Juan Facundo Quiroga, Argentine caudillo general. As well as being a call to progress, Sarmiento discusses the nature of Argentine peoples as well as including his thoughts and objections to Juan Manuel de Rosas, governor of Buenos Aires from 1829 to 1832 and again from 1835, due to the turmoil generated by Facundo's death, to 1852. As literary critic Sylvia Molloy observes, Sarmiento claimed that this book helped explain Argentine struggles to European readers, and was cited in European publications. Written with extensive assistance from others, Sarmiento adds to his own memory the quotes, accounts, and dossiers from other historians and companions of Facundo Quiroga. Facundo maintains its relevance in modern-day as well, bringing attention to the contrast of lifestyles in Latin America, the conflict and struggle for progress while maintaining tradition, as well as the moral and ethical treatment of the public by government officials and regimes.
Recuerdos de Provincia (Recollections of a Provincial Past), 1850. In this second autobiography, Sarmiento displays a stronger effort to include familial links and ties to his past, in contrast to Mi defensa, choosing to relate himself to San Juan and his Argentine heritage. Sarmiento discusses growing up in rural Argentina with basic ideologies and simple livings. Recuerdos discusses his Similar to Facundo, Sarmiento uses previous dossiers filed against himself by enemies to assist in writing Recuerdos and therefore fabricating an autobiography based on these files and from his own memory. Sarmiento's persuasion in this book is substantial. The accounts, whether all true or false against him, are a source of information to write Recuerdos as he is then able to object and rectify into what he creates as a 'true account' of autobiography.
Other works
Sarmiento was a prolific author. The following is a selection of his other works:
Mi defensa, 1843. This was Sarmiento's first autobiography in a pamphlet form, which omits any substantial information or recognition of his illegitimate daughter Ana. This would have discredited Sarmiento as a respected father of Argentina, as Sarmiento portrays himself as a sole individual, disregarding or denouncing important ties to other people and groups in his life.
Viajes por Europa, África, y América 1849. A description and observations while travelling as a representative of the Chilean government to learn more about educational systems around the world.
Argirópolis 1850. A description of a future utopian city in the River Plate States.
Comentarios sobre la constitución 1852. This is Sarmiento's official account of his ideologies promoting civilization and the "Europeanization" and "Americanization" of Argentina. This account includes dossiers, articles, speeches and information regarding the pending constitution.
Informes sobre educación, 1856. This report was the first official statistic report on education in Latin America includes information on gender and location distribution of pupils, salaries and wages, and comparative achievement. Informes sobre educación proposes new theories, plans, and methods of education as well as quality controls on schools and learning systems.
Las Escuelas, base de la prosperidad y de la republica en los Estados Unidos 1864. This work, along with the previous two, were intended to persuade Latin America and Argentines of the benefits of the educational, economic and political systems of the United States, which Sarmiento supported.
Conflicto y armonías de las razas en América 1883, deals with race issues in Latin America in the late 1800s. While situations in the book remain particular to the time period and location, race issues and conflicts of races are still prevalent and enable the book to be relevant in the present day.
Vida de Dominguito, 1886. A memoir of Dominguito, Sarmiento's adopted son who was the only child Sarmiento had always accepted. Many of the notes used to compile Vida de Dominguito had been written 20 years prior during one of Sarmiento's stays in Washington.
Educar al soberano, a compilation of letters written from 1870 to 1886 on the topic of improved education, promoting and suggesting new reforms such as secondary schools, parks, sporting fields and specialty schools. This compilation was met with far greater success than Ortografía, Instrucción Publica and received greater public support.
El camino de Lacio, which impacted Argentina by influencing many Italians to immigrate by relating Argentinas history to that of Latium of the Roman empire.
Inmigración y colonización, a publication which led to mass immigration of Europeans to mostly urban Argentina, which Sarmiento believed would assist in 'civilizing' the country over the more barbaric gauchos and rural provinces. This had a large impact on Argentine politics, especially as much of the civil tension in the country was divided between the rural provinces and the cities. In addition to increased urban population, these European immigrants had a cultural effect upon Argentina, providing what Sarmiento believed to be more civilized culture similar to North America's.
On the Condition of Foreigners, which helped to assist political changes for immigrants in 1860.
Ortografía, Instrucción Publica, an example of Sarmiento's passion for improved education. Sarmiento focused on illiteracy of the youth, and suggested simplifying reading and spelling for the public education system, a method which was never implemented.
Práctica Constitucional, a three volume work, describing current political methods as well as propositions for new methodologies.
Presidential Papers, a history of his presidency, formed of many personal and external documents.
Travels in the United States in 1847, (Edited and translated into English by Michael Aaron Rockland.)
Legacy
The impact of Domingo Faustino Sarmiento is most obviously seen in the establishment of September 11 as Panamerican Teacher's Day which was done in his honor at the 1943 Interamerican Conference on Education, held in Panama. Today, he is still considered to be Latin America's teacher. In his time, he opened countless schools, created free public libraries, opened immigration, and worked towards a Union of Plate States.
His impact was not only on the world of education, but also on Argentine political and social structure. His ideas are now revered as innovative, though at the time they were not widely accepted. He was a self-made man and believed in sociological and economic growth for Latin America, something that the Argentine people could not recognize at the time with the soaring standard of living which came with high prices, high wages, and an increased national debt.
There is a building named in his honor at the Argentine embassy in Washington D.C.
Today, there is a statue in honor of Sarmiento in Boston on the Commonwealth Avenue Mall, between Gloucester and Hereford streets, erected in 1973. There is a square, Plaza Sarmiento in Rosario, Argentina. One of Rodin's last sculptures was that of Sarmiento which is now in Buenos Aires.
Notes
Footnotes
References
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. Edited by Barry L. Velleman. There is a Spanish translation of these letters, "Mi estimado señor": Cartas de Mary Mann a Sarmiento (1865–1881). Buenos Aires: Icana y Victoria Ocampo, 2005. Edited by Barry L. Velleman. Translated by Marcela Solá. .
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. Trans. by Elizabeth Garrels and Asa Zatz.
The first complete English translation.
External links
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Domingo Faustino Sarmiento
1811 births
1888 deaths
People from San Juan Province, Argentina
Governors of San Juan Province, Argentina
Argentine people of Spanish descent
Unitarianists (Argentina)
Presidents of Argentina
Foreign ministers of Argentina
Argentine male writers
19th-century Argentine historians
Argentine educational theorists
Ambassadors of Argentina to Chile
Ambassadors of Argentina to the United States
Argentine Freemasons
Argentine prisoners of war
Shooting survivors
Burials at La Recoleta Cemetery
19th-century male writers
Argentine Catholics
Racism in Argentina
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https://en.wikipedia.org/wiki/Lajos%20Kossuth
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Lajos Kossuth
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Lajos Kossuth de Udvard et Kossuthfalva (, , , ; 19 September 1802 – 20 March 1894) was a Hungarian nobleman, lawyer, journalist, politician, statesman and governor-president of the Kingdom of Hungary during the revolution of 1848–1849.
With the help of his talent in oratory in political debates and public speeches, Kossuth emerged from a poor gentry family into regent-president of the Kingdom of Hungary. As the influential contemporary American journalist Horace Greeley said of Kossuth: "Among the orators, patriots, statesmen, exiles, he has, living or dead, no superior."
Kossuth's powerful English and American speeches so impressed and touched the famous contemporary American orator Daniel Webster, that he wrote a book about Kossuth's life. He was widely honoured during his lifetime, including in Great Britain and the United States, as a freedom fighter and bellwether of democracy in Europe. Kossuth's bronze bust can be found in the United States Capitol with the inscription: Father of Hungarian Democracy, Hungarian Statesman, Freedom Fighter, 1848–1849.
Family
Kossuth was born into an untitled lower noble (gentry) family in Monok, Kingdom of Hungary, a small town in the county of Zemplén. He was the oldest of five children in a Lutheran noble family of partial Slovak origin. His father, László Kossuth (1762–1839), belonged to the lower nobility, had a small estate and was a lawyer by profession. László Kossuth had two brothers (Simon Kossuth and György Kossuth) and one sister (Jana). The House of Kossuth originated from the county of Turóc (now partially Turiec region, Košúty, north-central Slovakia). They acquired the rank of nobility in 1263 from King Béla IV. Kossuths married into Zathureczky, Nedeczky, Borcsány, Prónay families amongst othersLajos Kossuths fathers mother was Beniczky and her Beniczky ancestors had married into following families: Farkas, Zmeskal(1/8 polish ancestry), Révay, Pajor (1/4 german Baierle magyarized to Pajor) and finally Prónay.Lajos Kossuth's mother, Karolina Weber (1770–1853), was born to a Lutheran family of 3/4-german and magyarized german (Kaltensteìn-Hidegkövy) and 1/4-unknown descent, living in Upper Hungary (today partially Slovakia).
Family-tree
Ancestry (Származása)
Early years
The family moved from Monok to Olaszliszka in 1803, and then to Sátoraljaújhely in 1808. Lajos had four younger sisters.
Karolina Kossuth raised her children as strict Lutherans. As a result of his mixed ancestry, and as was quite common during his era, her children spoke three languages – Hungarian, German and Slovak – even in their early childhood.
He studied at the Piarist college of Sátoraljaújhely and the Calvinist college of Sárospatak (for one year) and the University of Pest (now Budapest). At nineteen he entered his father's legal practice. Between 1824 and 1832 he practiced law in his native Zemplén County. His career quickly took off, thanks also to his father, who was a lawyer for several higher aristocratic families, and thus involved his son in the administration, and his son soon took over some of his father's work. He first became a lawyer in the Lutheran parish of Sátoraljaújhely, in 1827 he became a judge, and later he became a prosecutor in Sátoraljaújhely. During this time, in addition to his office work, he made historical chronologies and translations. In the national census of 1828, in which taxpayers were counted in order to eliminate tax disparities, Kossuth assisted in the organization of the census of Zemplén county. He was popular locally, and having been appointed steward to the countess Szapáry, a widow with large estates, he became her voting representative in the county assembly and settled in Pest. He was subsequently dismissed on the grounds of some misunderstanding in regards to estate funds.
Entry into national politics
Shortly after his dismissal by Countess Szapáry, Kossuth was appointed as deputy to Count Hunyady at the Diet of Hungary. The Diet met during 1825–27 and 1832–36 in Pressburg (Pozsony, present Bratislava), then capital of Hungary.
Only the upper aristocracy could vote in the House of Magnates (similar to the British House of Lords) and Kossuth took little part in the debates. At the time, a struggle to reassert a Hungarian national identity was beginning to emerge under leaders such as Miklós Wesselényi and the Széchenyis. In part, it was also a struggle for economic and political reforms against the stagnant Austrian government. Kossuth's duties to Count Hunyady included reporting on Diet proceedings in writing, as the Austrian government, fearing popular dissent, had banned published reports.
The high quality of Kossuth's letters led to their being circulated in manuscript among other liberal magnates. Readership demands led him to edit an organized parliamentary gazette (Országgyűlési tudósítások); spreading his name and influence further. Orders from the Official Censor halted circulation by lithograph printing. Distribution in manuscript by post was forbidden by the government, although circulation by hand continued.
In 1836, the Diet was dissolved. Kossuth continued to report (in letter form), covering the debates of the county assemblies. The newfound publicity gave the assemblies national political prominence. Previously, they had had little idea of each other's proceedings. His embellishment of the speeches from the liberals and reformers enhanced the impact of his newsletters. After the prohibition of his parliamentary gazette, Kossuth loudly demanded the legal declaration of freedom of the press and of speech in Hungary and in the entire Habsburg Empire. The government attempted in vain to suppress the letters, and, other means having failed, he was arrested in May 1837, with Wesselényi and several others, on a charge of high treason.
After spending a year in prison at Buda awaiting trial, he was condemned to four more years' imprisonment. Kossuth and his friend Count Miklós Wesselényi were placed in separated solitary cells. Count Wesselényi's cell did not have even a window, and he went blind in the darkness. Kossuth, however, had a small window and with the help of a politically well-informed young woman, Theresa Meszlényi, he remained informed about political events. Meszlényi lied to the prison commander, telling him she and Kossuth were engaged. In reality, Kossuth did not know Meszlényi before his imprisonment, but this permitted her to visit. Meszlényi also provided books. Strict confinement damaged Kossuth's health, but he spent much time reading. He greatly increased his political knowledge and acquired fluency in English from study of the King James Version of the Bible and William Shakespeare which he henceforth always spoke with a certain archaic eloquence. While Wesselényi was broken mentally, Kossuth, supported by Terézia Meszlényi's frequent visits, emerged from prison in much better condition. His arrest had caused great controversy. The Diet, which reconvened in 1839, demanded the release of the political prisoners and refused to pass any government measures. Austrian chancellor Metternich long remained obdurate, but the danger of war in 1840 obliged him to give way.
Marriage and children
On the day of his release from the prison, Kossuth and Meszlényi were married, and she remained a firm supporter of his politics. She was a Catholic and her Church refused to bless the marriage since Kossuth, a proud Protestant, would not convert. Before their marriage it was unheard that people of different religions married. According to the traditional practice, the bride or more rarely the fiancé had to convert to the religion of his or her spouse before the wedding ceremony. However Kossuth refused to convert to Roman Catholicism, and Meszlényi also refused to convert to Lutheranism. Their mixed religious marriage caused a great scandal at the time. This experience influenced Kossuth's firm defense of mixed marriages. The couple had three children: Ferenc Lajos Ákos (1841–1914), Minister for Trade between 1906 and 1910; Vilma (1843–1862); and Lajos Tódor Károly (1844–1918).
Journalist and political leader
Kossuth had now become a national icon. He regained full health in January 1841. In January 1841 he became editor of the Pesti Hírlap. The job was offered to him by Lajos Landerer, the owner of a big printing house company in Pest (in fact, Landerer was an undercover agent of the Vienna secret police).
The government circles and the secret police believed that censorship and financial interests would curtail Kossuth's opposition, and they did not consider the small circulation of the paper to be dangerous anyway. However, Kossuth created modern Hungarian political journalism. His editorials dealt with the pressing problems of the economy, the social injustices and the existing legal inequality of the common people. The articles combined a critique of the present with an outline of the future, combining and supplementing the reform ideas that had emerged up to that point into a coherent programme.
The paper achieved unprecedented success, soon reaching the then immense circulation of 7000 copies. A competing pro-government newspaper, Világ, started up, but it only served to increase Kossuth's visibility and add to the general political fervor.
Kossuth's ideas stand on the enlightened Western European type liberal nationalism (based on the "jus soli" principle, that is the complete opposition of the typical Eastern European ethnic nationalism, which based on "jus sanguinis").
Kossuth followed the ideas of the French nation state ideology, which was a ruling liberal idea of his era. Accordingly, he considered and regarded automatically everybody as "Hungarian" – regardless of their mother tongue and ethnic ancestry – who were born and lived in the territory of Hungary. He even quoted King Stephen I of Hungary's admonition: "A nation of one language and the same customs is weak and fragile."
Kossuth pleaded in the newspaper Pesti Hírlap for rapid Magyarization: "Let us hurry, let us hurry to Magyarize the Croats, the Romanians, and the Saxons, for otherwise we shall perish". In 1842 he argued that Hungarian had to be the exclusive language in public life. He also stated that "in one country it is impossible to speak in a hundred different languages. There must be one language and in Hungary this must be Hungarian".
Kossuth's assimilatory ambitions were disapproved by Zsigmond Kemény, though he supported a multinational state led by Hungarians. István Széchenyi criticized Kossuth for "pitting one nationality against another". He publicly warned Kossuth that his appeals to the passions of the people would lead the nation to revolution. Kossuth, undaunted, did not stop at the publicly reasoned reforms demanded by all Liberals: the abolition of entail, the abolition of feudal burdens and taxation of the nobles. He went on to broach the possibility of separating from the House of Habsburg. By combining this nationalism with an insistence on the superiority of the Hungarian culture to the culture of Slavonic inhabitants of Hungary, he sowed the seeds of both the collapse of Hungary in 1849 and his own political demise.
In 1844, Kossuth was dismissed from Pesti Hírlap after a dispute with the proprietor over salary. It is believed that the dispute was rooted in government intrigue. Kossuth was unable to obtain permission to start his own newspaper. In a personal interview, Metternich offered to take him into the government service. Kossuth refused and spent the next three years without a regular position. He continued to agitate on behalf of both political and commercial independence for Hungary. He adopted the economic principles of Friedrich List, and was the founder of the popular "Védegylet" society whose members consumed only Hungarian industrial products. He also argued for the creation of a Hungarian port at Fiume.
Kossuth played a major role in the formation of the Opposition Party in 1847, whose programme was essentially formulated by him.
In autumn 1847, Kossuth was able to take his final key step. The support of Lajos Batthyány during a keenly fought campaign made him be elected to the new Diet as member for Pest. He proclaimed: "Now that I am a deputy, I will cease to be an agitator." He immediately became chief leader of the Opposition Party. Ferenc Deák was absent. As Headlam noted, his political rivals, Batthyány, István Széchenyi, Szemere, and József Eötvös, believed:
The "long debate" of reformers in the press
Count Széchenyi judged the reform system of Kossuth in a pamphlet, Kelet Népe from 1841. According to Széchenyi, economic, political and social reforms must be instituted slowly and carefully so that Hungary would avoid the violent interference of the Habsburg dynasty. Széchenyi was listening to the spread of the expansion of Kossuth's ideas in Hungarian society, which did not consider good relations with the Habsburg dynasty. Kossuth believed that society could not be forced into a passive role by any reason through social change. According to Kossuth, the wider social movements can not be continually excluded from political life. In 1885, Kossuth called Széchenyi a liberal elitist aristocrat while Széchenyi considered himself to be a democrat.
Széchenyi was an isolationist politician while, according to Kossuth, strong relations and collaboration with international liberal and progressive movements are essential for the success of liberty. Regarding foreign policy, Kossuth and his followers refused the isolationist policy of Széchenyi, thus they stood on the ground of the liberal internationalism: They supported countries and political forces that aligned with their moral and political standards. They also believed that governments and political movements sharing the same modern liberal values should form an alliance against the "feudal type" of monarchies.
Széchenyi's economic policy based on Anglo-Saxon free-market principles, while Kossuth supported the protective tariffs due to the weaker Hungarian industrial sector. Kossuth wanted to build a rapidly industrialized country in his vision while Széchenyi wanted to preserve the traditionally strong agricultural sector as the main character of the economy.
Work in the government
Minister of Finance
The crisis came, and he used it to the full. On 3 March 1848, shortly after the news of the revolution in Paris had arrived, in a speech of surpassing power he demanded parliamentary government for Hungary and constitutional government for the rest of Austria.
He appealed to the hope of the Habsburgs, "our beloved Archduke Franz Joseph" (then seventeen years old), to perpetuate the ancient glory of the dynasty by meeting half-way the aspirations of a free people. He at once became the leader of the European revolution; his speech was read aloud in the streets of Vienna to the mob which overthrew Metternich (13 March); when a deputation from the Diet visited Vienna to receive the assent of Emperor Ferdinand to their petition, Kossuth received the chief ovation. While Viennese masses celebrated Kossuth (and from the Diet in Pressburg a delegation went to Buda and sent the news of the Austrian Revolution) as their hero, revolution broke out in Buda on 15 March; Kossuth traveled home immediately. On 17 March 1848 the Emperor assented and Lajos Batthyány created the first Hungarian government, that was not anymore responsible to the King, but to the elected members of the Diet. On 23 March 1848, Pm. Batthyány commended his government to the Diet. In the new government Kossuth was appointed as the Minister of Finance.
He began developing the internal resources of the country: re-establishing a separate Hungarian coinage, and using every means to increase national self-consciousness. Characteristically, the new Hungarian bank notes had Kossuth's name as the most prominent inscription; making reference to "Kossuth Notes" a future byword.
A new paper was started, to which was given the name of Kossuth Hirlapja, so that from the first it was Kossuth rather than the Palatine or prime minister Batthyány whose name was in the minds of the people associated with the new government. Much more was this the case when, in the summer, the dangers from the Croats, Serbs and the reaction at Vienna increased.
In a speech on 11 July he asked that the nation should arm in self-defense, and demanded 200,000 men; amid a scene of wild enthusiasm this was granted by acclamation. However the danger had been exacerbated by Kossuth himself through appealing exclusively to the Magyar notables rather than including the other subject minorities of the Habsburg empire too. The Austrians, meanwhile, successfully used the other minorities as allies against the Magyar uprising.
While Croatian ban Josip Jelačić was marching on Pest, the Hungarian government was in serious military crisis due to the lack of soldiers, Kossuth used his popularity, he went from town to town rousing the people to the defense of the country, and the popular force of the Honvéd was his creation. When Batthyány resigned he was appointed with Szemere to carry on the government provisionally, and at the end of September he was made President of the Committee of National Defense.
Regent-President of Hungary
On 7 December 1848, the Diet of Hungary formally refused to acknowledge the title of the new king, Franz Joseph I, "as without the knowledge and consent of the diet no one could sit on the Hungarian throne" and called the nation to arms. From a legal point of view, according to the coronation oath, a crowned Hungarian King could not relinquish from the Hungarian throne during his life, if the king was alive and unable do his duty as ruler, a governor (or regent with proper English terminology) had to deputize the royal duties. Constitutionally, his uncle, Ferdinand remained still the legal King of Hungary. If there was no possibility to inherit the throne automatically due to the death of the predecessor king (as Ferdinand was still alive), but the monarch wanted to relinquish his throne and appoint another king before his death, technically only one legal solution remained: the Diet had the power to depose the king and elect his successor as the new King of Hungary. Due to the legal and military tensions, the Hungarian parliament did not make that decision for Franz Joseph.
This event gave to the revolt an excuse of legality. Actually, from this time until the collapse of the revolution, Lajos Kossuth (as elected regent-president) became the de facto and de jure ruler of Hungary.
From this time he had increased amounts of power. The direction of the whole government was in his hands. Without military experience, he had to control and direct the movements of armies; he was unable to keep control over the generals or to establish that military co-operation so essential to success. Arthur Görgey in particular, whose great abilities Kossuth was the first to recognize, refused obedience; the two men were very different personalities. Twice Kossuth removed him from command; twice he had to restore him.
Declaration of Independence
Minority rights
Despite appealing exclusively to the Hungarian nobility in his speeches, Kossuth played an important part in the shaping of the law of minority rights in 1849. It was the first law which recognized minority rights in Europe. It gave minorities the freedom to use their mother tongue within the local administration and courts, in schools, in community life and even within the national guard of non-Magyar councils.
However, he did not support any kind of regional administration within Hungary based on the nationality principle. Kossuth accepted some national demands of the Romanians and the Croats, but he showed no understanding for the requests of the Slovaks. Despite his father's Slovak origin and the fact that his uncle György Kossuth was the main supporter of Slovak national movement, Kossuth considered himself Hungarian and went so far as to reject the very notion of a Slovak nation in the Kingdom of Hungary.
According to Oszkár Jászi, a huge part of the reason as to why Kossuth opposed giving large-scale autonomy (such as a separate parliament) to various ethnic groups in Hungary (such as the Romanians, Slovaks, Ruthenians, and Germans) is because he was afraid that this would be the first step towards a fragmentation and break-up of Hungary. Kossuth did not believe that a Hungary that was limited to its ethnic or linguistic borders would actually be a viable state.
Russian intervention and failure
During all the terrible winter that followed, Kossuth overcame the reluctance of the army to march to the relief of Vienna; after the defeat at the Battle of Schwechat, at which he was present, he sent Józef Bem to carry on the war in Transylvania.
At the end of the year, when the Austrians were approaching Pest, he asked for the mediation of William Henry Stiles, the American envoy. Alfred I, Prince of Windisch-Grätz, however, refused all terms, and the Diet and government fled to Debrecen, Kossuth taking with him the Crown of St Stephen, the sacred emblem of the Hungarian nation. In November 1848, Emperor Ferdinand abdicated in favour of Franz Joseph. The new Emperor revoked all the concessions granted in March and outlawed Kossuth and the Hungarian government, set up lawfully on the basis of the April laws.
By April 1849, when the Hungarians had won many successes, after sounding the army, he issued the celebrated Hungarian Declaration of Independence, in which he declared that "the House of Habsburg-Lorraine, perjured in the sight of God and man, had forfeited the Hungarian throne." It was a step characteristic of his love for extreme and dramatic action, but it added to the dissensions between him and those who wished only for autonomy under the old dynasty, and his enemies did not scruple to accuse him of aiming for kingship. The dethronement also made any compromise with the Habsburgs practically impossible.
For the time the future form of government was left undecided, and Kossuth was appointed regent-president (to satisfy both royalists and republicans). Kossuth played a key role in tying down the Hungarian army for weeks for the siege and recapture of Buda castle, finally successful on 4 May 1849. The hopes of ultimate success were, however, frustrated by the intervention of Tsar Nicholas I of Russia, who acted as the protector of ruling legitimism and as guardian against revolution; all appeals to the western powers were vain, and on 11 August Kossuth abdicated in favor of Görgey, on the ground that in the last extremity, the general alone could save the nation. Görgey capitulated at Világos (now Şiria, Romania) to the Russians, who handed over the army to the Austrians. Görgey was spared, at the insistence of the Russians. Reprisals were taken on the rest of the Hungarian army, including the execution of the 13 Martyrs of Arad. Kossuth steadfastly maintained until his death that Görgey alone was responsible for the humiliation.
Kossuth's calls for independence and cut off ties with the Habsburgs did not become British policy. Foreign Secretary Lord Palmerston told parliament that Britain would consider it a great misfortune to Europe if Hungary became independent. He argued that a united Austrian Empire was a European necessity and a natural ally of Britain.
During this period, Hungarian lawyer George Lichtenstein served as Kossuth's private secretary. After the revolution, Lichtenstein fled to Königsberg and eventually settled in Edinburgh, where he became noted as a musician and influence on musical culture of the city.
Escape and tour of Britain and United States
Kossuth's time in power was at an end. A solitary fugitive, he crossed the Ottoman frontier. He was hospitably received by the Ottoman authorities, who, supported by the British, refused, notwithstanding the threats of the allied emperors, to surrender him and other fugitives to Austria. In January 1850, he was removed from Vidin, where he had been kept under house arrest, to Shumen, and thence to Kütahya in Asia Minor. There, he was joined by his children, who had been confined at Pressburg; his wife (a price had been set on her head) had joined him earlier, having escaped in disguise.
On 10 August 1851 the release of Kossuth was decided by the Sublime Porte, in spite of threats by Austria and Russia. The United States Congress approved having Kossuth come there, and on 1 September 1851, he boarded the ship USS Mississippi at Smyrna, with his family and fifty exiled followers.
The Magyar asked the crew of Mississippi to leave the shipboard at Gibraltar. During his journey on board the American frigate Mississippi on his way to London, an enormous French crowd waited to welcome Kossuth at the port of Marseille. However the French authorities did not allow the dangerous revolutionary to come ashore. At Marseille, Kossuth sought permission to travel through France to England, but Prince-President Louis Napoleon denied the request. Kossuth protested publicly, and officials saw that as a blatant disregard for the neutral position of the United States.
Great Britain
On 23 October, Kossuth landed at Southampton and spent three weeks in England, where he was generally feted. After his arrival, the press characterized the atmosphere of the streets of London as this: "It had seemed like a coronation day of Kings". Contemporary reports noticed: "Trafalgar Square was 'black with people' and Nelson's Monument peopled 'up to the fluted shaft.'"
Addresses were presented to him at Southampton, Birmingham and other towns; he was officially entertained by the Lord Mayor of the City of London; at each place, he spoke eloquently in English for the Hungarian cause; and he indirectly caused Queen Victoria to stretch the limits of her constitutional power over her Ministers to avoid embarrassment and eventually helped cause the fall of the government in power.
Having learned English during an earlier political imprisonment with the aid of a volume of Shakespeare, his spoken English was "wonderfully archaic" and theatrical. The Times, generally cool towards the revolutionaries of 1848 in general and Kossuth in particular, nevertheless reported that his speeches were "clear" and that a three-hour talk was not unusual for him; and also, that if he was occasionally overcome by emotion when describing the defeat of Hungarian aspirations, "it did not at all reduce his effectiveness."
At Southampton, he was greeted by a crowd of thousands outside the Mayor's balcony, who presented him with a flag of the Hungarian Republic. The City of London Corporation accompanied him in procession through the city, and the way to the Guildhall was lined by thousands of cheering people. He went thereafter to Winchester, Liverpool, Manchester and Birmingham; at Birmingham the crowd that gathered to see him ride under the triumphal arches erected for his visit was described, even by his severest critics, as 75,000 individuals.
Many leading British politicians tried to suppress the so-called "Kossuth mania" in Britain without any success, the Kossuth mania proved to be unstoppable. WhenThe Times tried to fiercely attack Kossuth, the copies of the newspaper were publicly burned in public houses, coffee houses, and in other public spaces throughout the country.
Back in London, he addressed the Trades Unions at Copenhagen Fields in Islington. Some twelve thousand "respectable artisans" formed a parade at Russell Square and marched out to meet him. At the Fields themselves, the crowd was enormous; but the hostile newspaper The Times estimated it conservatively at 25,000, while the Morning Chronicle described it as 50,000, and the demonstrators themselves 100,000.
The Foreign Secretary, Lord Palmerston, who had already proved himself a friend of the losing sides in several of the failed revolutions of 1848, was determined to receive him at his country house, Broadlands. The Cabinet had to vote to prevent it; Victoria reputedly was so incensed by the possibility of her Foreign Secretary supporting an outspoken republican that she asked the Prime Minister, Lord John Russell for Palmerston's resignation, but Russell claimed that such a dismissal would be drastically unpopular at that time and over that issue. When Palmerston upped the ante by receiving at his house, instead of Kossuth, a delegation of Trade Unionists from Islington and Finsbury and listened sympathetically as they read an address that praised Kossuth and declared the Emperors of Austria and Russia "despots, tyrants and odious assassins", it was noted as a mark of indifference to royal displeasure. That, together with Palmerston's support of Louis Napoleon, eventually caused the Russell government to fall.
Due to Kossuth activity, the anti-Austrian sentiment became strong in Britain, when Austrian general Julius Jacob von Haynau was recognized on the street, he was attacked by British draymen on his journey in England. In 1856, Kossuth toured Scotland extensively, giving lectures in major cities and small towns alike.
In addition, the indignation that he aroused against Russian policy had much to do with the strong anti-Russian feeling, which made the Crimean War possible. During the Crimean War, the activism of Kossuth also intensified in London, but since Austria did not side with Russia, there was no chance of Hungarian independence being achieved with Anglo-French military help. In the following years, Kossuth hoped that the conflicts between the great powers would allow the liberation of Hungary after all, and so he contacted the French Emperor Napoleon III. When Napoleon III and the Prime Minister of Sardinia, Camillo Benso, Count of Cavour, promised to help liberate Hungary in the run-up to the Franco-Sardinian-Austrian war of 1859, Lajos Kossuth founded the Hungarian National Directorate with László Teleki and György Klapka and began to organise the Hungarian Legion. Following Napoleon III's unexpected peace with Austria after his brilliant victory at Solferino, Kossuth sought to link the liberation of Hungary more and more clearly to the movement of the peoples fighting for their independence. However, Giuseppe Garibaldi's invasion of Sicily in 1860 raised new hopes. Many Hungarians fought among his Redshirts, and his successes could have led to another Italo-Austrian war. In the event, the Hungarian Legion was re-established, and Kossuth negotiated cooperation with the Italians. But the war was not fought. Although Hungary remained under Austrian rule, the decline of Habsburg power increasingly forced compromise on the Austrian government. Hungarian passive resistance and the foreign activities of the Kossuth group reinforced each other. Kossuth and the émigré movement's armed preparations and negotiations with the great powers, on the other hand, were backed by the political backdrop of a silent and passively resistant country.
United States
From Britain Kossuth went to the United States of America. On 6 December 1851, this revolutionary hero arrived in New York City to a reception that only Washington and Lafayette had received before. On the posters and in the news, he appeared as an ambassador of the European nations yearning for freedom and democracy, an implacable opponent of the tyranny embodied by the Habsburgs and the Russian Romanovs.
The report of The Sun about the arrival of Kossuth in New York:
President Millard Fillmore entertained Kossuth at the White House on 31 December 1851 and 3 January 1852. The US Congress organized a banquet for Kossuth, which was supported by all political parties.
In early 1852, Kossuth, accompanied by his wife, his son Ferenc, and Theresa Pulszky, toured the American Midwest, South, and New England. Kossuth was the second foreigner after the Marquis de Lafayette to address a Joint Meeting of the United States Congress. He gave a speech before the Ohio General Assembly in February 1852 that probably influenced Lincoln's Gettysburg Address: "The spirit of our age is Democracy. All for the people, and all by the people. Nothing about the people without the people - That is Democracy! […]"
Kossuth's cult spread far and wide across the continent. Even babies were named after him during his American tour. At the same time, dozens of books, hundreds of pamphlets and articles and essays, as well as about 250 poems were written to, for, or about him in the 1850s.
Queen Victoria had a negative remark about the American version of Kossuth fever too:
"...the popular Kossuth fever of the time to ignorance of the man in whom they (the Americans) see a second Washington, when the fact is that he is an ambitious and rapacious humbug."
There is no evidence that Kossuth ever met Abraham Lincoln, although Lincoln did organize a celebration in Kossuth's honor in Springfield, Illinois, calling him a "most worthy and distinguished representative of the cause of civil and religious liberty on the continent of Europe". Kossuth believed that by appealing directly to European immigrants in the American heartland that he could rally them behind the cause of a free and democratic Hungary. United States officials feared that Kossuth's efforts to elicit support for a failed revolution were fraught with mischief. He would not denounce slavery or stand up for the Catholic Church, and when Kossuth declared George Washington had never intended for the policy of non-interference to serve as constitutional dogma, he caused further defection. Luckily for him, it was unknown then that he entertained a proposal to raise 1,500 mercenaries, who would overthrow Haiti with officers from the US Army and Navy. Ralph Waldo Emerson praised Kossuth: "You have earned your own nobility at home. We admit you ad eundem (as they say at College). We admit you to the same degree, without new trial. We suspend all rules before so paramount a merit. You may well sit a doctor in the college of liberty. You have achieved your right to interpret our Washington."
However, the issue of slavery was tearing America apart. Kossuth infuriated the abolitionists by refusing to say anything offensive to the pro-slavery establishment, which, however, did not give him much support. Abolitionists said that Kossuth's "hands off" position regarding American slavery was unacceptable. Wm. Lloyd Garrison, on behalf of the American Anti-Slavery Society, published a pamphlet "exposing the Hungarian as a self-seeking toady." Kossuth left the U.S. with only a fraction of the money he had hoped to earn on his tour.
Kossuth ruined all chances for backing when he openly recommended to German Americans they should choose Franklin Pierce for president. The gaffe brought him back to London in July 1852.
Early the next year, he sent Ferenc Pulszky to meet with Pierce to obtain support for intervention in Europe. Pulszky was to also meet in secret with Lt. William Nelson USN and make plans for an expedition against Haiti and Santo Domingo. The plot ended with the failure of the Milanese riots of 1853, and Kossuth made no further efforts to win backing from the United States.
London
Attempted leadership in exile
After returning from America to Europe, he lived permanently in London for eight years, where he gained many important connections in British parliamentary, writer and journalistic circles. He also liaised with circles of French, Italian, Russian, German, and Polish emigrants, most notably Giuseppe Mazzini and Stanisław Gabriel Worcell, who were influential in organizing unsubstantiated uprising attempts in the early 1850s. In the following years, Kossuth expected that the conflicts between the great powers would still make it possible to liberate Hungary, and therefore he had even several personal talks with Emperor Napoleon III in Paris.
He made a close connection with his friend Giuseppe Mazzini, by whom, with some misgiving, he was persuaded to join the Revolutionary Committee. Quarrels of a kind only too common among exiles followed.
He watched with anxiety every opportunity of once more freeing his country from Austria. An attempt to organize a Hungarian legion during the Crimean War was stopped; but in 1859, he entered into negotiations with Napoleon III, left England for Italy and began the organization of a Hungarian legion, which was to make a descent on the coast of Dalmatia. The Peace of Villafranca made that impossible. There were still significant international forces supporting the Habsburgs to maintain their empire, because Austria was seen as an important element in the balance of great powers.
Gradually, his autocratic style and uncompromising outlook destroyed any real influence among the Hungarian expatriate community. Other Hungarian exiles protested against his appearing to claim to be the only national hero of the revolution. Count Kázmér Batthyány attacked him in The Times, and Bertalan Szemere, who had been prime minister under him, published a bitter criticism of his acts and character, accusing him of arrogance, cowardice and duplicity. Hungarians were especially offended by his continuing use of the title of Regent. Kossuth considered the use of his regent title constitutionally justified until the next democratic elections in Hungary. Accordingly, he used his title until the 1869 Hungarian parliamentary election.
Later years: Italy
Embittered break with Hungarian patriots
The promise of the international conference never took root, and in the following years, Kossuth, living abroad in Turin, Italy, had to watch Ferenc Deák guide Hungary toward reconciliation with the Austrian monarchy. He did so with a bitter heart, and on the day before the Austro-Hungarian Compromise of 1867 (German: Ausgleich, Hungarian: Kiegyezés), he published an open letter condemning it and Deák. This so-called "Cassandra letter" rallied the opponents of the Compromise, but they could not prevent its adoption and subsequent continuation. Kossuth blamed Deák for giving up the nation's right of true independence and asserted that the conditions he had accepted went against the interests of the state's very existence. In the letter, his vision predicted that Hungary, having bound its fate to that of the Austrian German nation and the Habsburgs, would go down with them. He adumbrated a subsequent devastating European-scale war on the Continent, which would be fueled and induced by extremist nationalism, with Hungary on the side of a "dying empire".
"I see in the Compromise the death of our nation," he wrote.
From then on, Kossuth remained in Italy. He refused to follow the other Hungarian patriots, who, under the lead of Deák, negotiated the Austro-Hungarian Compromise of 1867 and the ensuing amnesty. It is doubted whether Emperor Franz Joseph would have allowed the amnesty to extend to Kossuth.
European federalism
Publicly, Kossuth remained unreconciled to the house of Habsburg and committed to a fully independent state. Though elected to the Diet of 1869, he never took his seat. He continued to remain a widely popular figure, but he did not allow his name to be associated with dissent or any political cause. A law of 1879, which deprived of citizenship all Hungarians who had voluntarily been absent ten years, was a bitter blow to him. He displayed no interest in benefitting from a further amnesty in 1880. Kossuth wrote a one-volume autobiography, published in English in 1880 as Memoirs of My Exile. It mainly concerns his activities between 1859 and 1861 including his meetings with Napoleon III, his dealings with Italian statesman Count Camillo Benso di Cavour and his correspondence with the Balkan royal courts about his plans for a Danubian federation or confederation.
In 1890, a delegation of Hungarian pilgrims in Turin recorded a short patriotic speech delivered by the elderly Lajos Kossuth. The original recording on two wax cylinders for the Edison phonograph survives to this day, barely audible because of excess playback and unsuccessful early restoration attempts. Recording Kossuth's voice was one of the earliest applications of phonograph, and his few sentences are the earliest known recorded Hungarian speech. Until the discovery of a recording of Helmuth von Moltke in 2012, Lajos Kossuth was the person with the earliest birth date from whom a sound recording was known.
The "Kossuth party" in the Hungarian parliament
The Party of Independence and '48 was established in 1884 by a merger of the Independence Party and the Party of 1848. Although Kossuth had never returned to Hungary, he was the spiritual leader of this opposition party until he died in 1894, and the party was also referred to as the "Kossuth Party" thereafter. From the 1896 elections onwards, it was the main opposition to the ruling Liberal Party. The Kossuth party won the 1905, and 1906 elections, his older son Ferenc Kossuth was Minister for Trade between 1906 and 1910. However it lost the 1910 elections to the National Party of Work.
Kossuth's political legacy achieved that ethnic Hungarians did not vote for the ruling pro-compromise Liberal Party in the Hungarian parliamentary elections, thus the political maintenance of the Austro-Hungarian Compromise was mostly a result of the popularity of the pro-compromise Liberal Party among the ethnic minorities.
Death, legacy, complete works
As Headlam noted, Kossuth died in Turin, after which "his body was taken to Pest (Budapest), where he was buried amid the mourning of the whole nation, Maurus Jokai [Mór Jókai] delivering the funeral oration"; furthermore, a "bronze statue (was) erected by public subscription, in the Kerepes [Kerepesi] cemetery…" which commemorates Kossuth as "Hungary's purest patriot and greatest orator."
A Hungarian language version of his complete works were published in Budapest between 1880 and 1895.
Honors and memorials
Hungary
The main square of Budapest with the Hungarian Parliament Building is named after Kossuth, and the Kossuth Memorial is an important scene of national ceremonies. Most cities in Hungary have streets named after Kossuth, see: Public place names of Budapest. The first public statue commemorating Kossuth was erected in Miskolc in 1898. Kossuth Rádió, the main radio station of Hungary, is named after Lajos Kossuth.
Béla Bartók also wrote a symphonic poem named Kossuth, the funeral march which was transcribed for piano and published in Bartók's lifetime.
The memorials to Lajos Kossuth in the territories lost by Hungary after World War I, and again after World War II, were sooner or later demolished in neighboring countries. A few of them were re-erected following the Revolutions of 1989 by local councils or private associations. They play an important role as symbols of national identity of the Hungarian minority.
Magyar Posta paid homage to Kossuth by bringing out eight postage stamps. Again, a set of four stamps commemorating 50 anniversary of the death of Lajos Kossuth were issued by Hungary on 20 March 1944
Slovakia
The most important memorial outside the present-day borders of Hungary is a statue in Rožňava, that was knocked down twice but restored after much controversy in 2004.
Romania
The only Kossuth statue that remained on its place after 1920 in Romania stands in Salonta. The demolished Kossuth Memorial of Târgu-Mureş was re-erected in 2001 in the little Székely village of Ciumani. The Kossuth Memorial in Arad, the work of Ede Margó from 1909, was removed by the order of the Brătianu government in 1925.
United Kingdom
There is a blue plaque on No. 39 Chepstow Villas, the house in Notting Hill in London, where Kossuth lived from 1850 to 1859. A street in Greenwich, also in London, is named Kossuth Street after him. There is a letter of support from Kossuth on display at the Wallace Monument, near Stirling. The building of the monument, dedicated to Scottish patriot William Wallace coincided with Kossuth's visit to Scotland.
Rest of Europe
In Serbia there are two statues of Kossuth in Stara Moravica and Novi Itebej. Memorials in Ukraine are situated in Berehove and Tiachiv. Lajos Kossuth Street exists in the cities of Dnipro, Kryvyi Rih, Mukachevo, Tyachiv, Uzhhorod. The house where Kossuth lived in exile in Shumen, Bulgaria, has been turned into the Lajos Kossuth Memorial House, exhibiting documents and items related to Kossuth's work and the Hungarian Revolution. A street in the centre of the Bulgarian capital Sofia also bears his name.
The house where Kossuth lived when in exile, on Macar Street (meaning Hungarian Street in Turkish) in Kütahya, Turkey, is now a museum (Kossuth Evi Müzesi). The house is on a hill, with two stories in the back and one facing Macar Street. The walled back yard has a life size statue of Kossuth. The interior is furnished with period pieces, and houses a portrait of Kossuth and a map of his travels.
In Turin, Italy, there is a plaque on the building in which Kossuth lived, as well as a street bearing his name (Corso Luigi Kossuth).
United States
Kossuth County, Iowa, is named in Kossuth's honor. A statue of the freedom fighter stands in front of the county Court House in Algona, Iowa, the county seat. The small towns of Kossuth, Ohio, Kossuth, Mississippi, Kossuth, Maine, Kossuth, Pennsylvania, and Kossuth, Wisconsin, as well as a populated area within the town of Bolivar, New York are named in honor of Kossuth.
A bust of Kossuth sits in the United States Capitol in Washington, D.C., which also boasts a Hungarian-American cultural center called Kossuth House (owned and operated by the Hungarian Reformed Federation of America). A statue of Kossuth stands in New York City on Riverside Drive at 113th Street near the Columbia University campus. Other statues of Kossuth are sprinkled throughout the US, including in University Circle in Cleveland, Ohio There is a Kossuth Park at the intersection of East 121st Street and East Shaker Boulevard, just west of Shaker Square, in Cleveland. In the Bronx, New York, Brooklyn, New York Utica, New York, Ronkonkoma, New York, Bohemia, New York, Newark, New Jersey, St. Louis, Missouri, Bridgeport, Connecticut, Haledon, New Jersey, Wharton, New Jersey, Lafayette, Indiana, and Columbus, Ohio there are streets named in honor of Kossuth. There is also a neighborhood in Dayton, Ohio known as the Kossuth Colony Historic District.
During an impassioned eulogy of Kossuth in New York, Alexander Kohut, a distinguished rabbinic scholar, took ill, and died several weeks later.
The bust of Kossuth that was added to the United States Capitol in 1990 is presently displayed in that building's "Freedom Foyer" alongside busts of Václav Havel and Winston Churchill.
Canada
Kossuth Road in Cambridge, Ontario, Canada was named in Kossuth's honor as is Kossuth Park Wainfleet, Ontario Port Colborne, Ontario.
Kurdistan, Iraq
The main street in Rawanduz was renamed in Kossuth's honor in 2017.
Memorials
Works
Memories of My Exile
The Future of Nations
Kossuth in New England: A Full Account of the Hungarian Governor's Visit to Massachusetts, with His Speeches
The life of Louis Kossuth, Governor of Hungary, including notices of the men and scenes of the Hungarian revolution; to which is added an appendix containing his Principal speeches, &c
Gesammelte Werke: Aus dem ungarischen "Selected Works" Vol. I
Gesammelte Werke: Aus dem ungarischen "Selected Works" Vol. II
Die Katastrophe in Ungarn By Lajos Kossuth
Meine Schriften aus der Emigration By Lajos Kossuth'
A Pragmatica sanctio Magyarországban. Történeti, jogi és politikai szempontokból By Charles, Lajos Kossuth
Felelet gróf Széchenyi Istvánnak Kossuth Lajostól By Lajos Kossuth, gróf István Széchenyi
References
Further reading
Deák, István. Lawful Revolution: Louis Kossuth and the Hungarians 1848–1849 (Phoenix, 2001)
Horvath, Eugene. "Kossuth and Palmerston (1848–1849)." The Slavonic and East European Review 9#27 (1931): 612–631. in JSTOR
Lada, Zsuzsanna. "The Invention of a Hero: Lajos Kossuth in England (1851)." European History Quarterly 43.1 (2013): 5–26.
Laszlo Peter, Martyn Rady & Peter Sherwood, eds. Lajos Kossuth Sent Word (2003) scholarly essays online
Moore, John Bassett. "Kossuth: A Sketch of a Revolutionist. I." Political Science Quarterly 10.1 (1895): 95–131. in JSTOR free; part II in JSTOR free
Nobili, Johann. Hungary 1848: The Winter Campaign. Edited and translated Christopher Pringle. Warwick, UK: Helion & Company Ltd., 2021.
Roberts, Tim. "Lajos Kossuth and the Permeable American Orient of the Mid-Nineteenth Century." Diplomatic History (2014) online doi: 10.1093/dh/dhu070
Spencer, Donald S. Louis Kossuth and young America: a study of sectionalism and foreign policy 1848–1852 (Univ of Missouri Press, 1977)
External links
1849 newspaper article
1851 Address to the American People (NY Tribune October 20, 1851 p. 5)
Lajos Kossuth in Scotland
Lajos Kossuth in North America
Kossuth at the Capital, NY Times article, 30 December 1851.
The American Hungarian Federation
The Hungary Page, featuring Nobel Prize Winners and Famous Hungarians
on a wax phonograph cylinder (1890)
Early articles of "The Times" about Lajos Kussuth
Early New York Times articles about Kossuth
Kossuth in New England (MEK)
1802 births
1894 deaths
People from Monok
Hungarian Lutherans
People of the Revolutions of 1848
Hungarian journalists
19th-century Hungarian lawyers
Lajos
Hungarian nobility
Hungarian people of Slovak descent
Hungarian people of German descent
Hungarian Revolution of 1848
Finance ministers of Hungary
19th-century journalists
Male journalists
Hungarian Freemasons
19th-century Hungarian male writers
Burials at Kerepesi Cemetery
19th-century Lutherans
19th-century regents
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https://en.wikipedia.org/wiki/Merchant%20Navy%20%28United%20Kingdom%29
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Merchant Navy (United Kingdom)
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The Merchant Navy is the maritime register of the United Kingdom and comprises the seagoing commercial interests of UK-registered ships and their crews. Merchant Navy vessels fly the Red Ensign and are regulated by the Maritime and Coastguard Agency (MCA). King George V bestowed the title of "Merchant Navy" on the British merchant shipping fleets following their service in the First World War; a number of other nations have since adopted the title. Previously it had been known as the Mercantile Marine or Merchant Service, although the term "Merchant Navy" was already informally used from the 19th century.
History
The Merchant Navy has been in existence for a significant period in English and British history, owing its growth to trade and imperial expansion. It can be dated back to the 17th century, when an attempt was made to register all seafarers as a source of labour for the Royal Navy in times of conflict. That registration of merchant seafarers failed, and it was not successfully implemented until 1835.
The merchant fleet grew over successive years to become the world's foremost merchant fleet, benefiting considerably from trade with British possessions in India and the Far East. The lucrative trades in sugar, contraband opium to China, spices, and tea (carried by ships such as the Cutty Sark) helped to entrench this dominance in the 19th century.
In the late 19th and early 20th centuries, maritime education expanded to train merchant navy officers. For example, in 1855 Leith Nautical College provided training for seafarers in Scotland. Other maritime colleges developed in this period included the South Tyneside Marine and Technical College, founded 1861 (now the South Tyneside College) and the Southampton School of Navigation, 1902 (now the Warsash Maritime School).
In the First and Second World Wars, the merchant service suffered heavy losses from German U-boat attacks. A policy of unrestricted warfare meant that merchant seafarers were at risk of attack from enemy ships. The tonnage lost to U-boats in the First World War was around 7,759,090 tons, and around 14,661 merchant seafarers were killed. In honour of the sacrifice made by merchant seafarers in the First World War, George V granted the title "Merchant Navy" to the companies.
In 1928 George V gave Edward, Prince of Wales the title of "Master of the Merchant Navy and Fishing Fleets"; which he retained after his accession to the throne in January 1936 and relinquished only at his abdication that December. Since Edward VIII, the title has been held by the sovereigns George VI and Elizabeth II. When the United Kingdom and the British Empire entered the Second World War in September 1939, George VI issued this message:
In these anxious days, I would like to express to all Officers and Men and in the British Merchant Navy and the British Fishing Fleets my confidence in their unfailing determination to play their vital part in defence. To each one I would say: Yours is a task no less essential to my people's experience than that allotted to the Navy, Army and Air Force. Upon you, the Nation depends for much of its foodstuffs and raw materials and for the transport of its troops overseas. You have a long and glorious history, and I am proud to bear the title "Master of the Merchant Navy and Fishing Fleets". I know that you will carry out your duties with resolution and with fortitude, and that high chivalrous traditions of your calling are safe in your hands. God keep you and prosper you in your great task.
During the Second World War, German U-boats sank nearly 14.7 million tons of Allied shipping, which amounted to 2,828 ships (around two-thirds of the total allied tonnage lost). The United Kingdom alone suffered the loss of 11.7 million tons, which was 54% of the total Merchant Navy fleet at the outbreak of the Second World War. 32,000 merchant seafarers were killed aboard convoy vessels in the war, but along with the Royal Navy, the convoys successfully imported enough supplies to allow an Allied victory.
Between 1941 and 1949, the SR Merchant Navy class steam locomotives were built in the UK. Each locomotive of the class was named after British shipping lines from the Second World War, principally those operating out of Southampton.
In honour of the sacrifices made in both World Wars, representatives of the Merchant Navy lay wreaths of remembrance alongside the armed forces in the annual Remembrance Day service on 11 November. Following many years of lobbying to bring about official recognition of the sacrifices made by merchant seafarers in the two world wars and since, Merchant Navy Day became an official day of remembrance on 3 September 2000.
The merchant navy was also called upon to serve during the Falklands War and provided forty vessels, including transports, tankers and other vessels, with a total of 500,000 grt. The merchant ship SS Atlantic Conveyor, being used to ferry
Harrier fighters and other aircraft to the South Atlantic, was lost during the conflict after being struck by an air-launched Exocet missile. The ship's captain, Ian North, and 11 other crew members died in the attack which constituted the first loss of a British merchant navy ship to an armed attack since the Second World War.
Merchant Navy today
Despite maintaining its dominant position for many decades, the decline of the British Empire, the rise of the use of the flag of convenience, and foreign competition led to the decline of the merchant fleet. For example, in 1939 the Merchant Navy was the largest in the world with 33% of total tonnage. By 2012, the Merchant Navy – while still remaining one of the largest in the world – held only 3% of total tonnage.
In 2010 the Merchant Navy consisted of 504 UK registered ships of or over. In addition, UK merchant marine interests possessed a further 308 ships registered in other countries and 271 foreign-owned ships were registered in the UK.
In 2012 British merchant marine interests consisted of 1,504 ships of or over. This included ships either directly UK-owned, parent-owned or managed by a British company. This amounted to: or alternatively . This is according to the annual maritime shipping statistics provided by the British Government and the Department for Transport.
As a signatory to the STCW Convention UK ships are commanded by Deck Officers and Engineering Officers. Officers undergo 3 years of training, known as a cadetship at one of the approved maritime colleges in the United Kingdom. These include Warsash Maritime Academy, South Tyneside College, Fleetwood, Plymouth University and City of Glasgow College. Cadets usually have a choice of two academic routes; Foundation Degree or Higher National Diploma. Successful completion of this results in a qualification in marine operations or marine engineering. Generally the costs of a cadetship will be met by sponsorship from a UK shipping company. During the three years of training, cadets also go to sea, for a period of a year or more, usually spread across the cadetship. This affords a practical education, that along with the academic time in college prepares a candidate for a separate and final oral exam. This oral exam is carried out with a Master Mariner at an office of the Maritime and Coastguard Agency. Successful completion of the oral exam will result in the award of a certificate of competency. This is the international qualification, issued by the UK government which allows an Officer to work in their qualified capacity on board a ship. Certificates are issued for different ranks and as such an Officer will usually return to complete a subsequent series of studies until they reach the highest qualification.
The first UK Deck Officer certificates of competency were issued in 1845, conducted then, as now, by a final oral exam with a Master Mariner. The training regime for Officers is set out in the official syllabus of the Merchant Navy Training Board. This training still encompasses all of the traditional trades such as celestial navigation, ship stability, general cargo and seamanship, but now includes training in business, legislation, law, and computerisation for deck officers and marine engineering principles, workshop technology, steam propulsion, motor (diesel) propulsion, auxiliaries, mechanics, thermodynamics, engineering drawing, ship construction, marine electrics as well as practical workshop training for engineering officers.
Historically a person wishing to become a captain, or master prior to about 1969, had three choices: to attend one of the three elite naval schools from the age of 12, the fixed-base HMS Conway and HMS Worcester or Pangbourne Nautical College, which would automatically lead to an apprenticeship as a seagoing cadet officer; apply to one of several training programmes elsewhere; or go to sea immediately by applying directly to a merchant shipping company at about age 17. Then there would be three years (with prior training or four years without) of seagoing experience aboard ship, in work-clothes and as mates with the deck crew, under the direction of the bo'sun cleaning bilges, chipping paint, polishing brass, cement washing freshwater tanks, and holystoning teak decks, and studying navigation and seamanship on the bridge in uniform, under the direction of an officer, before taking exams to become a second mate.
Historically, the composition of the crew on UK ships was diverse. This was a characteristic of the extant of the shipping companies trade, the extent of the British Empire and the availability of crew in different ports. One ship might have a largely all British crew, while another might have a crew composed of many Indians, Chinese or African sailors. Crews from outside Britain were usually drawn from areas in which the ship traded, so Far East trading ships had either Singapore or Hong Kong crews, banana boats had West Indian crews, ships trading to West Africa and Southern Africa had African crews and ships trading to the Indian Ocean (including East Africa) had crews from the Indian subcontinent. Crews made up of recruits from Britain itself were commonly used on ships trading across the North Atlantic, to South America and to Australia and New Zealand. Traditionally and still now, the ships crew is run by the Bosun, as overseen by a responsible Deck Officer, usually the Chief Mate. A ship may also have different sub-departments, such as the galley, radio department or hospitality services, overseen by a Chief Cook, Radio Officer or Chief Steward. Many of these roles have now changed, as ships crews have become smaller in commercial shipping. On most ships the Radio department has disappeared, along with the Radio Officer (colloquially known as 'sparks') replaced by changes in technology and the requirement under the STCW Convention for Deck Officers to hold individual certification in the GMDSS System. Electro-technical Officers (ETO) also serve aboard some ships and are trained to fix and maintain the more complex systems.
Flags
Ensigns
Ensigns are displayed at the stern of the vessel or displayed on the gaff, on a yardarm. Red Ensigns can be defaced, those can only be flown with a warrant on board the vessel. Bermuda (historically part of British North America, but left out of the Confederation of Canada) flies the red ensign also as a territorial flag on land, as did other British North American colonies that still do so as Provinces of modern Canada, including Ontario (other British Overseas Territories that fly a nautical ensign as the territorial flag on land use the Blue Ensign which in Bermuda is only flown from civil government vessels such as ferry boats).
British Overseas Territories and Crown Dependencies ensigns
Yacht club ensigns
Institution ensigns
House flags
House flags are personal and designed by a company. A house flag is displayed on a port halyard of a Yardarm.
Notable people
A number of notable Merchant Navy personnel include:
Fred Blackburn: England footballer.
Chris Braithwaite (c. 1885–1944): seafarers' organiser and Pan-Africanist.
Joseph Conrad: joined the Merchant Navy in 1874, rising through the ranks of Second Mate and First Mate, to Master in 1886. Left in order to write professionally, becoming one of the 20th century's greatest novelists.
James Cook: FRS. (1728–1779) British explorer.
Lionel 'Buster' Crabb: Naval frogman, cadet at HMS Conway 1923-1925.
Victoria Drummond: MBE, (1894–1978) Britain's first woman ship's engineer.
Ian Duncan-Smith Politician. Cadet at HMS Conway 1968-1972.
Gerry Fitt: founder of the Social Democratic and Labour Party in Northern Ireland
Air Marshal Sir Peter Horsley: Deputy Commander in Chief of RAF Strike Command 1973–75. He started work as a deck boy in 1939 aboard TSS Cyclops.
Charles Howard GC FRS FRSE (1906–1941), Earl of Suffolk and of Berkshire. Apprentice officer on the windjammer Mount Stewart; bomb disposal expert in World War II.
Gareth Hunt: actor, notably in The New Avengers, and Upstairs, Downstairs
Violet Jessop: stewardess who survived the sinking, and author of autobiography about sailing.
Frank Laskier: WWII Merchant Navy steward who became a public icon for recruitment efforts.
Freddie Lennon: Merchant Navy steward whose son John later founded the musical group the Beatles.
Kevin McClory: Irishman who spent 14 days in a lifeboat and later went on to write the James Bond movies Never Say Never Again and Thunderball.
John Masefield: served in Merchant Navy in 1890s: Cadet at HMS Conway 1891-1894. later Poet Laureate.
Henry Nelson, 7th Earl Nelson
Peter de Neumann: GM. "The Man From Timbuctoo", The "de Neumann Way" named for him.
Alun Owen: later wrote the screenplay for A Hard Day's Night.
Frederick Daniel Parslow: VC. Merchant Navy recipient of the Victoria Cross.
Arthur Phillip: joined the Merchant Navy in 1751 and 37 years later founded the city of Sydney, Australia as the First Governor of New South Wales, which then included the eastern half of the Australia we know today, plus New Zealand.
John Prescott: Merchant Navy steward who became Deputy Prime Minister in 1997 under Tony Blair.
Ken Russell: directed films such as Tommy, Altered States, and The Lair of the White Worm.
Archibald Bisset Smith: VC. Merchant Navy Victoria Cross recipient.
Captain Matthew Webb: (19 January 184824 July 1883) Cadet at HMS Conway 1860-1862 was the first recorded person to swim the English Channel without the use of artificial aids.
Medals and awards
Members of the UK Merchant Navy have been awarded the Victoria Cross, George Cross, George Medal, Distinguished Service Order, and Distinguished Service Cross for their actions while serving in the Merchant Navy. Canadian Philip Bent, ex-British Merchant Navy, joined the British Army at the outbreak of World War I and won the Victoria Cross. Members of the Merchant Navy who served in either World War also received relevant campaign medals.
In the Second World War many Merchant Navy members received the King's Commendation for Brave Conduct. Lloyd's of London awarded the Lloyd's War Medal for Bravery at Sea to 541 Merchant Navy personnel for their bravery in 1939–45. Many Royal Humane Society medals and awards have been conferred on Merchant Navy seafarers for acts of humanity in both war and peacetime.
In September 2016 the UK Government introduced the Merchant Navy Medal for Meritorious Service. The medal is awarded:
"to those who are serving or have served in the Merchant Navy and fishing fleets of the UK, Isle of Man or Channel Islands for exemplary service and devotion to duty, rewarding those who have set an outstanding example to others."
It is the first state award for meritorious service in the history of the Merchant Navy. Recipients must be nominated by someone other than themselves, with at least two written letters of support and are normally required to have completed 20 years service in the Merchant Navy (although in exceptional circumstances it may be less).
Ranks
British shipping companies
The British Merchant Navy consists of various private shipping companies. Over the decades many companies have come and gone, merged, changed their name or changed owners. British Shipping is represented nationally and globally by the UK Chamber of Shipping, headquartered in London. British shipping registrars belong to the Red Ensign Group.
Below is a list of some of the British shipping companies, past and present:
Aberdeen Line
Alexander Shipping Co.
American and Indian Line; Bucknall Steamship Lines
Anchor-Donaldson
Anchor Line
Australind Steam Navigation Company
Anglo-Saxon Petroleum Company (Shell Tankers), now Royal Dutch Shell
Atlantic Steam Navigation Company
Bank Line
Ben Line
Bibby Line
Blue Anchor Line
Blue Funnel Line (Alfred Holt)
Blue Star Line
Booth Steamship Company
Bolton Steam Shipping Co. Ltd.
Bowker and King
British and African Steam Navigation Company
British and Burmese Steam Navigation Company
British India Steam Navigation Company
BP
British Tanker Company
Thos & Jno Brocklebank Ltd
Bullard, King and Company, including Natal Direct Line
Burns and Laird Lines
Byron Marine Ltd
Cairns, Noble and Company
Caledonian MacBrayne, formerly Caledonian Steam Packet Company and David MacBrayne
Carisbrooke Shipping
P & A Campbell
The China Navigation Company
Clan Line
Clyde Shipping Company
Coast Lines
William Cory and Son
Counties Ship Management
Crescent Shipping
Cunard Line
Currie Line – Leith
Denholm Line Steamers
Donaldson Line
Donaldson Atlantic Line
Dundee, Perth and London Shipping Company
Eagle Oil and Shipping Company
Elder Dempster Lines, including Glen Line and Shire Line
Ellerman Lines, including many companies taken over
Evan Thomas Radcliffe
F T Everard & Sons Ltd
Federal Steam Navigation Company
Fisher, Renwick Manchester – London Steamers
Fletcher Shipping Ltd.
Furness Withy
Fyffes Line
GATX-Oswego Steam Navigation Company
General Steam Navigation Company
Global Marine Systems, previously Cable & Wireless Marine and British Telecom Marine
Harrison Line (T&J Harrison)
Harrison Clyde Ltd Woodside Crescent Glasgow
Head Line Ulster Steamship Co. Ltd. – Belfast
P Henderson and Company
JP Henry and MacGregor – Leith
Houlder Brothers and Company (Houlder Line)
RP Houston and Company (Houston Line)
Indo-China Steam Navigation Company Ltd.
Isle of Man Steam Packet Company
Isles of Scilly Steamship Company
Lamport and Holt
Leyland Line
London & Overseas Freighters
Loch Line
Manchester Liners
Mississippi and Dominion Steamship Company (Dominion Line)
North of Scotland and Orkney and Shetland Steam Navigation Company
North Star Shipping
Ocean Steam Navigation Company (White Star Line)
Orient Steam Navigation Company (Anderson, Green and Company)
Palm Line
Pacific Steam Navigation Company
Peninsular and Oriental Steam Navigation Company (P&O)
Port Line, formerly the Commonwealth and Dominion Line
Prince Line
Reardon Smith
Red Funnel Line
Ropner Shipping Company
Royal Mail Steam Packet Company
Wightlink,Previously Sealink its immediate predecessors the Great Western Railway, LMS, LNER, Southern Railway and many of their antecedents
Scottish Ship Management
Scottish Shire Line
Shaw, Savill & Albion Line
Shell International Shipping Services
Silver Line
Stag Line
Star Line
Stephenson Clarke Shipping
Townsend Brothers Ferries, later Townsend Thoresen
Tyne-Tees Steam Shipping Company
Union-Castle Line
United Africa Company
United Baltic Corporation
Wandsworth and District Gas Company
Andrew Weir and Company
Wilson Line
Yeoward Line
See also
Equivalent Royal Navy ranks in the Merchant Navy
His Majesty's Coastguard
List of merchant navy capacity by country
Ratings in the Merchant Navy (United Kingdom)
Royal Naval Reserve
Transport in the United Kingdom
United States Merchant Marine
Witherby Publishing Group
References
Bibliography
External links
The Marine Society
Mercantile Marine Community
British Merchant Navy Association
Records of World War Two Medals issued to Merchant Seamen from The National Archives.
Search and download WW2 Merchant Shipping movement cards from The National Archives.
Historical
Photos of the Merchant Marine Memorials in London
Tramp Steamers and Liberty Gallery
Educational and professional
Maritime and Coastguard Agency UK
The Merchant Navy Training Board
Nautilus International
The Nautical Institute
Merchant Navy Colleges
UK Chamber of Shipping
Ship registration
Military history of the United Kingdom during World War II
United Kingdom home front during World War II
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https://en.wikipedia.org/wiki/Art%C3%BAr%20G%C3%B6rgei
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Artúr Görgei
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Artúr Görgei de Görgő et Toporc (born Arthur Görgey; , ; 30 January 181821 May 1916) was a Hungarian military leader renowned for being one of the greatest generals of the Hungarian Revolutionary Army.
In his youth, Görgei was a talented chemist, with his work in the field of chemistry being recognized by many renowned Hungarian and European chemists. However, now he is more widely known for his role in the Hungarian Revolution and War of Independence of 1848–1849. As the most successful general and greatest military genius of the Hungarian Revolutionary Army, he was the leader of the victorious Spring Campaign and liberated almost all of Western Hungary from Austrian occupation. In recognition of his military successes, he was awarded by the Hungarian Government and was appointed Minister of War. In the last days of the revolution, he was appointed the "dictator" of Hungary. On 13 August 1849, when he realised that he would not be able to fight newly arrived and superior Austrian and Russian armies, he surrendered his troops to the Russians at Világos, thus ending the revolution.
Görgei's difficult relationship with Lajos Kossuth, the foremost politician and president-governor of revolutionary Hungary, impacted the course of the war of independence, Görgei's military career, and his post-revolutionary life until his death. During his campaigns in the winter and summer of 1848–1849. Görgei clashed with Kossuth over their differing opinions on military operations and because Görgei disapproved of the Declaration of the Hungarian Independence, whose chief proponent was Kossuth. The latter refrained from naming Görgei as commander-in-chief of the Hungarian army, naming weak commanders, such as Henryk Dembiński or Lázár Mészáros, instead, thus weakening the army.
After his surrender to the Russian army, he was not executed, like many of his generals, due to Russian intercession, but was taken by the Austrians to Klagenfurt, in Carinthia, and was kept under surveillance until 1867, when amnesty issued as a result of the Hungarian-Austrian Compromise and the founding of the Austro-Hungarian Monarchy. He then was able to return to Hungary. Over several years of hardships in different parts of Hungary, Görgei unsuccessfully tried to find a suitable job; and his brother, István Görgey, provided him with a place to live in Visegrád, where Görgei lived the last decades of his life.
After Görgei's return and for the rest of his life, Hungarian public opinion was hostile, because of some false accusations. Kossuth's Letter from Vidin, written in the aftermath of Görgei's surrender, instilled a long-lasting hatred of Görgei amongst the Hungarians, many of whom came to believe that he was a traitor. In the 20thcentury, this characterization was challenged by modern research. As a result, Görgei is less often considered treasonous, and his reputation as one of the most talented and successful Hungarian generals of the 19thcentury has been restored, being now regarded as one of Hungary's greatest historical heroes.
Görgey or Görgei?
The earlier books and articles about Artúr Görgei usually gave his surname as Görgey, which is how it had been given at his birth. For example, Sándor Pethő's bibliographical book Görgey Artúr (Budapest, 1930), or Artúr's younger brother István Görgey's Görgey Arthur ifjusága és fejlődése a forradalomig [The youth of Artúr Görgey, and his development until the revolution] (Budapest, 1916) and Görgey Arthur a száműzetésben 1849–1867 [Artúr Görgey in exile, 1849–1867] (Budapest, 1918). But, recent historiography spells it Görgei (Róbert Hermann's and Tamás Csikány's works, for example).
In Hungarian surnames, the "y" instead of an "i" (used today), usually appears as the last letter of the names of nobles (as a locative adverb suffix: for example, 'Debreceni', meaning "from Debrecen"), because their names appeared in writing earlier than the names of people of common origin, so the nobiliary surnames retained the archaic spelling of the period when they were first written down. The surnames of the common people, which appeared later, after Hungarian spelling changed, had an "i" as the last letter.
Being of noble birth, initially, Görgei had a "y" at the end of his surname; but during the 1848–49 revolution, a period of an anti-nobiliary reaction, many Hungarians from noble families changed the last letter of their surnames from "y" to "i". For example, the renowned novelist Mór Jókay became Mór Jókai. Görgei similarly changed his name, because of his progressive liberal views. Even after the revolution was suppressed, he kept using Görgei instead of Görgey; and although in some works which appeared after his death, and translations to Hungarian of his works—such as Mein Leben und Wirken in Ungarn in den Jahren 1848 und 1849 [My life and work in Hungary in 1848 and 1849], translated by his younger brother István Görgey in 1911, when the Görgey form is used—Görgei was the preferred form until his death, which is why this article also uses this form.
Early life
Görgei was born as Johannes Arthur Woldemár Görgey at Toporc in Upper Hungary (today Toporec, Slovakia) on 30 January 1818 to an impoverished Hungarian noble family of Zipser German descent who immigrated to the Szepes (today Spiš) region during the reign of King Géza II of Hungary (1141–1162). During the Reformation, they converted to Protestantism. The family name refers to their origin from Görgő village (, lit. "of Görgő"), today Spišský Hrhov in Slovakia.
In 1832, Görgei enrolled in the sapper school at Tulln, profiting from a tuition-free place offered by a foundation. Because his family was poor, this was a great opportunity for him; but initially, he did not want to be a soldier. During this period, he wrote to his father that he would rather be a philosopher or scientist than a soldier. He spent almost thirteen years in this school, receiving a military education. He decided not to accept money from his family, and ate very little, and wore poor clothes in an effort to train himself for a hard life. Records from the school show that his conduct was very good, he had no errors, his natural talents were exceptional, and his fervency and diligence were constant, being very severe with himself but also with the others.
Despite this, in his letters he wrote that he despised the life of a soldier because he had to obey officers whom he did not respect and that he dreamed about a free and active life that he could not find in the army. Following graduation, he served in the Nádor Hussar regiment, undertaking the role of adjutant. By 1837, he had reached the rank of lieutenant and entered the Hungarian Noble Guard at Vienna, where he combined military service with a course of study at the university.
Start of a promising career in chemistry
In 1845, on his father's death, Görgei happily left the army, feeling that the military life did not suit him, to be a student of chemistry at the University of Prague. He loved chemistry, writing this to his friend, Gusztáv Röszler, who had recommended him to professor Josef Redtenbacher, a great chemist at that time:
Görgei's work in chemistry from this period are worthy of note: he conducted research into coconut oil, discovering the presence in it of decanoic acid and lauric acid. He started his research in the spring of 1847 in Prague but finished the experiments at home in Toporc, sending the results to the Imperial and Royal Academy of Vienna on 21 May 1848. His method for the separation of the fatty acids homologs was not the traditional way of using fractional distillation, but instead using the solubility of barium salts. His research can be summarized as follows:
He detected the presence of lauric acid (C12) and decanoic acid (C10) in coconut oil.
He produced lauric ethyl ether.
He determined some physical properties of the distillation of lauric acidic barium.
He discovered that, in coconut oil, the undecylic acid (C11) was a mixture of lauric and decanoic acids.
Just before Görgei started his study, a French chemist named Saint-Évre wrote an article in which he announced the discovery of the undecylic acid. At first, Görgei was disappointed that with this announcement his work would be pointless, but then he noticed that the French chemist was wrong in thinking that the undecylic acid was an original, undiscovered acid rather than a mixture of lauric and decanoic acids, which he demonstrated in his study.
Görgei's results were published by Redtenbacher under the title: Über die festen, flüchtigen, fetten Säuren des Cocusnussöles [About the solid, volatile, fatty acids of coconut oil] (Sitzungsberichte der mathematisch-naturwissenschaftlichen Classe der k. Akademie der Wissenschaften in Wien [Meeting reports of the mathematical and scientific department of the Imperial Academy of Sciences in Vienna]. 1848. 3.H. p.208–227); by Justus von Liebig in Heidelberg (Annalen der Chemie und Pharmazie. 1848. 66. Bd. 3.H. p.290–314); and again, more than 50 years later, by Lajos Ilosvay in 1907 in the Magyar Kémiai Folyóirat [Hungarian Chemistry Magazine]. Görgei's skills and achievements in chemistry were praised by Vojtěch Šafařík and Károly Than.
Redtenbacher wanted to hire Görgei as a chemist at the university of Lemberg, but in the end Görgei retreated to the family domains at Toporc, because his uncle Ferenc had died and his widow had asked him to come home and help the family. After the defeat of the revolution, in 1851, Görgei received an award and 40 Hungarian pengős, as an honorarium, from the Hungarian Academy of Sciences for his achievements in chemistry during the two and a half years he worked in this field.
Military career
Becoming a general
In March 1848, during the early days of the Hungarian revolution, Görgei was in Vienna and Prague, preparing to marry Adéle Aubouin, a French-Huguenot girl, who was the lady companion of a maiden relative of Redtenbacher. Görgei married her in the Lutheran church in Prague. After he finished his research in chemistry at his home at Toporc, he went to Pest, hearing about the 17 May 1848 call of the Hungarian government for decommissioned officers to join the newly established Hungarian army. He was conscripted into the revolutionary honvéd (army) at the rank of captain, with the 5thHungarian battalion, from Győr, to train newly enlisted men. Shortly after that, a former companion-in-arms, Lieutenant Imre Ivánka, Prime Minister Lajos Batthyány's secretary, recommended him to Batthyány to work in the ministry. Görgei worked with Ivánka on a plan to organize the voluntary mobile national guards into four camps and was named captain of the national guard camp at Szolnok. Görgei was later assigned to go to Istanbul and Smyrna (today, Izmir) to buy weapons for the newly conscripted Hungarian troops; but soon it became clear that their merchants were not trustworthy. Instead, Görgei was sent to the state factory at Wiener Neustadt to buy percussion caps and to Prague to buy primers from the Sellier & Bellot factory; he accomplished this mission successfully. The egalitarian ideals of the revolution made him change his noble surname from Görgey to Görgei. He first met Kossuth on 30 August 1848, when he proposed building a factory to produce percussion caps and primers, for which the politician promised to obtain funds.
In August 1848, the danger of an imperial attack against Hungary grew day by day. Finally, at the beginning of September, King FerdinandV of Hungary, the Habsburg emperor under the name Ferdinand I of Austria, dismissed the Batthyány Government and authorized the Ban of Croatia, Josip Jelačić. On 11 September 1848, when the troops of Jelačić crossed the Dráva river to enter Hungary, Görgei's national guards were ordered to come from Szolnok to Csepel Island to keep an eye on the movements of Croatian supplies. Here, Görgei organized the villagers from the region to observe and capture the envoys and supply carriages sent from Croatia to Jelačić and back. On 29 September, the Croatian ban sent the wealthy pro-Habsburg Hungarian noble, Count Ödön Zichy, to inform the commanders of the Croatian reserve troops, led by Major General Karl Roth and Major General Nicolaus Philippovich vonPhilippsberg, about his decision to attack the Hungarian capitals of Buda and Pest. Görgei's troops captured Zichy, who was charged with treason for his pro-Austrian activities, court-martialed, and hanged. This bold act of Görgei impressed Kossuth, who saw in him a great future leader of the Hungarian armed forces, promoting the 30-year-old major to the rank of general. Later, when a conflict between the two arose, Kossuth tried to prevent Görgei from becoming the leader of the main Hungarian forces because he saw him as his greatest opponent; this conflict caused difficulties in the Hungarian struggle for independence.
Autumn and winter campaigns, 1848–49
After the Battle of Pákozd of 29 September 1848—in which the Hungarian troops, led by János Móga, defeated the troops of Jelačić, saving the Hungarian capitals—Görgei's 2,500 troops, reinforced by 16,500 peasant militia from Tolna county, observed the movements of the Croatian reinforcements, led by Roth and Philipovich, blocked their retreat, and eventually forced them to surrender. Görgei's superior was General Mór Perczel, a nobleman with almost no military experience, who lacked Görgei's knowledge of the theory and practice of warfare. Seeing that some of Perczel's orders were wrong and could allow for the escape of the enemy, Görgei gave contradictory orders to his troops. Perczel became angry and wanted to put Görgei in front of a firing squad; but when the latter explained to the officers' council the reasons for his actions, Perczel accepted his plans and ostensibly pardoned, but continued to resent, him. On 7 October 1848, thanks to Görgei's plans, Roth's and Philipovich's Croatian troops were forced to surrender at Ozora, the Hungarians taking almost 9,000 prisoners, together with their weapons and ammunition, including 12 guns; this being the most successful pincer maneuver of the Hungarian freedom war.
On 6 October, after the defeat of Jelačić's army, the people of Vienna revolted, forcing the emperor to flee to Olmütz. The Hungarian troops led by János Móga, who had defeated Jelačić at Pákozd, advanced to the Hungarian–Austrian border; and many people thought that it should come to the aid of the revolutionaries in the imperial capital, which was at that time defended only by the troops of Jelačić. The Hungarian officers, many of whom were foreign and unsure of what to do, said that they would agree to this only if the people of Vienna asked them to do it; but the Viennese revolutionaries were reluctant to officially ask for Hungarian aid. In the meantime, the Austrian commander Windisch-Grätz, having crushed the revolution in Prague, came with his army to Vienna to crush the revolution there, with an overwhelming numerical superiority (80,000 Austrian soldiers against 27,000 Hungarians).
Kossuth, waiting in vain for the Hungarian troops to cross the Austrian border, decided to personally encourage the Hungarian army. In a war council, the old commanders, led by Móga, declared that an assault on the Austrian border would bring with it a Hungarian defeat, pointing at the numerical superiority of the enemy. Kossuth argued, "Our cause is linked with Viennaseparated from it, nobody will give us any importance." He warned that the enlistment period of the Hungarian national guards would expire soon; and if they did not engage the Austrians, they would go home without any fighting. He also said that if only one of the Hungarian commanders would say that he would attack, showing a plan by which success could be achieved, he would make that person the commander. At that moment Görgei stood up and said, "We have no other choice than to advance because if we do not advance, we will lose more than losing three battles." Hearing that, Kossuth wanted to give him the command; Görgei refused.
In the end, Móga remained the commander during the Battle of Schwechat, where the Austrian troops of Windisch-Grätz and Jelačić routed the Hungarian army, which was composed mainly of inexperienced national guards and peasants. Görgei led the advance guard and achieved some success, but the lack of experience of the soldiers and the commanders made all his actions useless, and the panic of the volunteers, who started to flee, decided the battle's outcome. Görgei successfully protected the retreating Hungarians, preventing a complete rout.
On 9 October, after the battle of Schwechat, Görgei was named colonel. On 1 November, Görgei, only 32, was named general and appointed commander of the army of the Upper Danube, being charged with protecting Hungary's western frontier against the imperial army's imminent attack. While he waited for the attack, which ultimately came on 14 December 1848, Görgei reorganized his army, sending home the national guards and the peasant militias—who had been the first to flee from the Schwechat battlefield and were deemed ineffective in fighting against the well trained, professional imperial army—and increased the number of the battalions of the Hungarian Honvéd army, training them for future battles. He debated with Kossuth about how to organize an effective defense of the border, and was forced to accept Kossuth's idea of aligning his units along the border, although he thought that grouping them further back would be a better choice. When, in the middle of December, the Austrian troops under Windisch-Grätz advanced across the Lajta river (the border between Austria and Hungary), Görgei slowly retreated, thus angering Kossuth, who thought that he should fight for every inch of Hungarian territory. Görgei understood that if he would have followed Kossuth's wishes, he would certainly have been crushed by the much superior imperial army (he had 28,000 inexperienced soldiers against Windisch-Grätz's 55,000 imperial troops). On 30 December 1848, at Kossuth's urging and before Görgei arrived, Mór Perczel engaged and was heavily defeated by imperial troops led by Josip Jelačić in the Battle of Mór, thus leaving Görgei alone in a hopeless struggle against a vastly superior Austrian army.
Görgei's retreat from the Hungarian border to Pest, can be seen as only partly successful; but this campaign was his first as commander of such a large, the main army of Hungary, being responsible for retreating before the numerically and technologically superior enemy forces without suffering a decisive defeat, having subordinates and the majority of his soldiers who were equally inexperienced. Although, strategically his decisions were not faultless, tactically he was mostly successful. The maximal goal of defending the border and repulsing the enemy was impossible to achieve, even if Perczel's troops would have joined him at Győr. He managed to accomplish the minimal goal, that of saving his troops from destruction at the hands of the superior forces of Windisch-Grätz. He suffered only two defeats that can be deemed important—at Nagyszombat on 16 December, and at Bábolna on the 28th—but these were mostly due to the inattention of his brigade commanders.
Görgei understood that with his inferior troops he could not stop the main Austrian army; and if he risked battle, he would have suffered a decisive defeat, which would have ended Hungary's bid for independence. In the war council held on 2 January 1849, Görgei convinced the other commanders that there was no other choice than to retreat from the Hungarian capitals. In spite of remonstrations from Kossuth, who wanted him to accept a decisive battle before the Hungarian capitals, Görgei maintained his resolve and retreated to Vác, letting Buda and Pest fall into the hands of the enemy, who entered the cities on 5 January 1849. The Hungarian Committee of National Defense, which temporarily functioned as the executive power in Hungary after the resignation of the Batthyány government on 2 October 1848, retreated to Debrecen.
This retreat had a negative effect on the officers of foreign origin in the Hungarian army, who left in great numbers, which threatened to cause the army's total dissolution. On 5 January 1849, in Vác, irritated by these events and blaming his defeats on the government's interference, Görgei issued the Proclamation of Vác, which blamed the government for the recent defeats and the evacuation of the capitals, but also declared that he, along with his army, would not put down their weapons and that he would fight with all his energy and power against the imperials to defend the Hungarian revolution and the April laws. This proclamation was seen at once by Kossuth as a revolt against his authority, but it convinced the majority of the foreign or wavering officers and soldiers to remain with the army, halting its dissolution, and to defend Hungary with all determination.
After the proclamation, Görgei chose to retreat eastward, through the northern Gömör-Szepes Ore and Tátra mountain ranges, and to conduct operations on his own initiative, forcing the Austrian commander Windisch-Grätz to send troops in pursuit as well as keep the bulk of his army around Buda and Pest, to prevent Görgei turning to the west and attacking Vienna, thus preventing the Austrians from attacking the provisional capital of Debrecen, and providing time for the Hungarian troops east of Tisza to reorganize. He also sent needed money and ore supplies from mining towns such as Körmöcbánya, Selmecbánya, and Besztercebánya to Debrecen.
Another of Görgei's goals was to relieve the border fortress of Lipótvár from an enemy siege and to take the defenders and the provisions from this fort to Debrecen; but he saw that this would be too risky, due to the danger of encirclement by the enemy. So, he renounced this plan, and Lipótvár was forced to surrender to the Austrians on 2 February 1849. Despite this, he succeeded in accomplishing other goals mentioned earlier. In the harsh winter, marching in the mountains, several times Görgei and his troops escaped encirclement by the Austrian troops (at one point escaping by opening a formerly closed mine tunnel and passing through it to the other side of a mountain). Then, on 5 February 1849, they broke through the mountain pass of Branyiszkó, defeated General Deym in the Battle of Branyiszkó, and united with the Hungarian troops led by György Klapka on the Hungarian plains.
According to the military historian Róbert Hermann, the one-and-a-half months of Görgei's campaign to the east through northern Hungary was a strategic success, because Görgei prevented Windisch-Grätz from attacking with all his forces towards Debrecen, where the Hungarian government had taken refuge, thus putting an end to the Hungarian revolution, and because he provided enough time for the concentration of the Hungarian forces behind the Tisza river, clearing the Szepes region of enemy troops, and thus securing with this the whole territory between Szeged and the Galician border as a Hungarian hinterland from which a future counterattack could be launched. During his retreat, he fought five notable battles, of which he lost two (Szélakna on 21 January 1849, and Hodrusbánya on the 22nd), scored a draw (at Turcsek 17 January 1849), and won two (Igló on 2 February 1849, and Branyiszkó on the 5th).
Kossuth, who did not want to give the supreme command to Görgei, conferred it on the Polish general Henryk Dembiński. Many officers from Görgei's Army of the Upper Danube (György Kmety, Lajos Aulich) were astonished at Kossuth's decision and sought to protest, but Görgei ordered them to accept it. One of the first decisions of the new commander was to order many of the Hungarian units, under the lead of Görgei and Klapka, to retreat, enabling the Austrian troops of General Franz Schlik to escape from their encirclement. On 25–27 February 1849, Dembiński, after making mistake after mistake, lost the Battle of Kápolna (in which Görgei's VII corps could not participate; because of Dembiński's poor deployment, the VII corps arriving at the battlefield only after the battle ended). The Hungarian officers revolted against the Polish commander and demanded his dismissal and that a Hungarian general be put in his place.
Among the generals whom the Hungarian officers would accept as the supreme commander, Görgei was the most popular; and in an officers meeting held in Tiszafüred, in the presence of the government's chief commissary Bertalan Szemere, they elected Görgei as the commander-in-chief, with their decision ratified by Szemere. When Kossuth heard about this, he was angered and rushed to the military camp, thinking that Görgei was its organizer and declaring that he would order Görgei executed for this revolt. But when he arrived at Tiszafüred and saw that the majority of the officers supported Görgei, Kossuth was forced to accept the situation. However, he declared that the final decision about who would be the commander would be announced after he presented the facts to the Parliament. In Debrecen, Kossuth and his political supporters ignored the wishes of the Hungarian generals to name Görgei and designated Antal Vetter as commander-in-chief. On 8 March, by way of consolation, Görgei was decorated with the Second Class Military Order of Merit.
Spring campaign and Minister of War
In the middle of March, Vetter planned a Hungarian campaign to chase Windisch-Grätz and his troops out of Hungary. On 16–17 March, the Hungarian troops crossed the Tisza river; but, due to some unfounded rumors, Vetter decided to retreat to the starting position. During these events, Görgei was the only military commander who achieved notable success, by advancing from the north through Tokaj, Gyöngyös, Miskolc, and Mezőkövesd, by which he succeeded in diverting Windisch-Grätz's attention from the crossing of the main Hungarian forces at Cibakháza, forcing the Austrian commander to take a defensive position, and thus ceding the initiative to the Hungarians before the start of their Spring Campaign.
At the end of March 1849, Görgei was named as acting commander by Kossuth because Vetter had fallen ill. Before this, Kossuth again hesitated, trying to find somebody else, even thinking of taking command of the army himself; but when the corps commanders—György Klapka, Lajos Aulich, János Damjanich—declared that Görgei was the ablest commander for that job, he had to accept it. Thus, Görgei became acting head only a few days before the start of the spring campaign.
The plan of the spring campaign had to take into account the fact that the enemy troops were numerically superior to the Hungarians. So, it was decided to defeat them in detail. The plan was that the VIIth Hungarian Corps would feint to divert the attention of the Austrian commanders, while the other three Hungarian army corps (the Ist, the IInd, and the IIIrd) would advance from the south, getting around the enemy, and fall on their rear, forcing them to retreat over the Danube, leaving the Hungarian capitals (Pest and Buda) in the hands of the Hungarian army. The minimal objective of the Hungarians was to force the Austrians to retreat from the Danube–Tisza Interfluve. During these operations, due to the faults of some of Görgei's corps commanders (György Klapka and András Gáspár), as well to Windisch-Grätz cautiousness, the latter managed to escape the trap of being surrounded; but nevertheless, because of his defeats at Hatvan (2 April), Tápióbicske (4 April), and Isaszeg (6 April), Windisch-Grätz was forced to retreat from the interfluve, taking refuge in the Hungarian capitals. In two of these battles (Tápióbicske and Isaszeg), the intervention of Görgei on the battlefield, who spoke personally to the hesitant Klapka, ordering him to hold his position and to counterattack, decided the battle for the Hungarians.
The second part of the spring campaign resulted in three important successes for the Hungarian armies: Vác (10 April), Nagysalló (19 April), and Komárom (26 April). The plan was similar to the first part: this time the IInd corps led by General Lajos Aulich, and two brigades led by colonels György Kmety and Lajos Asbóth demonstrated, diverting the attention of Windisch-Grätz from the Ist, IIId, and VIIth corps' pincer maneuver from the northwest, in order to relieve the besieged fortress of Komárom, force the Austrians to retreat from the capitals, and eventually to encircle them. This maneuver resulted in success, except for the encirclement of the enemy troops, which escaped, retreating from all Hungary, except for a strip of land near the Austrian border. These Hungarian successes were achieved despite the changing of the Austrian high command (Alfred Zu Windisch-Grätz, Josip Jelačić, and Ludwig von Welden) and the sending of reinforcement troops under Ludwig von Wohlgemuth from the Austrian hereditary provinces to Hungary.
The spring campaign led by Artúr Görgei, combined with the successes of the Hungarian armies in the other fronts, forced the armies of the Austrian Empire and its allies, which at the beginning of March had controlled three-quarters of Hungary, to evacuate almost all of Hungary, except for a narrow strip of land in the west, Croatia, and a few land pockets and forts. In the battle of Isaszeg, Görgei had been close to encircling and completely destroying Windisch-Grätz's main Austrian army, which could have brought about a decisive end to the war; but the refusal of one of his army corps commanders, András Gáspár, to attack from the north, made possible the enemy escape. Görgei shared some responsibility for the failure to make the best of this opportunity because, wrongly thinking that Gáspár had already begun to attack, he did not urge his general on. Also playing an important role in the liberation of the country were the troops of Józef Bem, who liberated Transylvania, and Mór Perczel, who liberated much of southern Hungary, except for Croatia. However, Görgei was the commander who achieved the greatest success by defeating the main Austrian army—which constituted the most experienced, and best-equipped forces of the Austrian Empire, and had Austria's best as its commanders—forcing them to retreat from the most developed central and western parts of the country, including the capitals.
Görgei achieved his successes with a numerically and technologically inferior army (47,500 Hungarian soldiers, having 198cannons, vs 55,000 Austrian soldiers with 214cannons and rockets), which lacked heavy cavalry (relying almost completely on the light Hussar cavalry), and having relatively very few soldiers fighting in the other types of units common in the armies of that period (chasseurs, grenadiers, lancer cavalry, dragoons, cuirassiers), and with constant shortages of weapons and ammunition. Several times these shortages caused the Hungarian infantry to not engage in long shooting duels with the Austrians, but to employ bayonet charges, which were repeated if the initial attempt to break through was unsuccessful, causing the Hungarian infantry heavy casualties.
During the spring campaign, Görgei's tactical outlook changed drastically, from being an extremely cautious commander who planned for slow, calculated movements, to a general full of energy, quick in action and ready to take risks if necessary to achieve his goals. Görgei understood that the main cause of Dembiński's failure was the latter's extreme cautiousness, which prevented him from concentrating his troops before the Battle of Kápolna. Fearful of being encircled, Dembiński had deployed his units so far from each other that they could not support each other when attacked. Görgei started the spring campaign as a mature commander, who let his corps commanders (János Damjanich, Lajos Aulich, György Klapka, András Gáspár) make independent decisions while following a general battle plan, intervening only when needed, as he did at Tápióbicske and Isaszeg, where he turned, by his presence and decisiveness, the tide of battle in his favor. He took great risks at the start of both phases of his spring campaign because he left only a few troops in front of the enemy, while sending the bulk of his army to make encircling maneuvers, which, if discovered, could have led to a frontal attack of the enemy, the breaking of the weak Hungarian front line, cutting of his supply lines, and the occupation of Debrecen, the temporary Hungarian capital. Görgei later wrote in his memoirs that he knew that he could take these risks against such a weak commander as Windisch-Grätz.
According to József Bánlaky and Tamás Csikány, Görgei failed to follow up his successes by taking the offensive against the Austrian frontier, contenting himself with besieging Buda, the Hungarian capital, taking the castle of Buda on 21 May 1849 instead of attacking Vienna and using that strategic opportunity, which the Hungarian victories from the spring campaign created, to win the war.
Some of the representatives of the new generation of Hungarian historians, such as Róbert Hermann, believe that the siege of Buda was not a mistake by Görgei because at that point he had not enough troops to attack towards Vienna because the Austrians had concentrated around Pozsony a fresh army that was two times the size of Görgei's, and also far better equipped. To achieve a victory with his tired troops, who had almost completely run out of ammunition, would have been virtually impossible. Görgei hoped that, while he was conducting the siege of Buda, new Hungarian troops would be conscripted, the Hungarian generals who were operating in southern Hungary would send him reinforcements, the issue of lack of ammunition would be resolved; and that then he would have a chance to defeat the Austrian troops. He also knew that the castle of Buda had a 5,000-strong Austrian garrison that controlled the only stone bridge across the Danube, the Chain Bridge, which disrupted the Hungarian supply lines and threatened the Hungarian troops and supply carriages, causing the Hungarians to make a long detour, which caused weeks of delay, and prevented their use of the Danube as a transport route. Besides that, he had to deploy a considerable portion of his force in order to monitor the Austrian troops in Buda, thus weakening any attack westward. Also, the presence in southern Hungary of the 15,000-strong Austrian troops led by Josip Jelačić, which might come north by surprise to help the garrison of Buda, threatened to cut Hungary in two; and only the liberation of Buda could diminish this danger. Kossuth also urged Görgei to take the capital; he hoped that such a success would convince the European powers to recognize Hungary's independence, and prevent a Russian invasion.
All the military and political advice seemed in favor of taking Buda first, rather than moving towards Vienna. According to Hungarian Historian Róbert Hermann, the capture of Buda after three weeks of siege (the only siege of the Hungarian Freedom War that ended in the taking of a fortress by assault; the remaining fortresses and castles were taken, by one or the other side, only after negotiations and then surrender) was one of the greatest Hungarian military successes of the war.
Görgei was not in sympathy with the new regime, and he had refused the First Class Military Order of Merit for the taking of Buda, and also Kossuth's offer of a field-marshal's baton, saying that he did not deserve these and did not approve of the greed of many soldiers and officers for rank and decorations, wanting to set an example for his subordinates. However, he accepted the portfolio of minister of war, while retaining the command of the troops in the field.
Meanwhile, at the parliament in Debrecen, Kossuth formally proposed the dethronement of the Habsburg dynasty, which the parliament accepted, declaring the total independence of Hungary on 14 April 1849. Although he did not oppose it when Kossuth divulged his plan at Gödöllő after the battle of Isaszeg, Görgei was against dethronement because he thought that this would provoke the Austrians into asking for Russian intervention. He thought that declining to demand dethronement and using the significant military successes he had achieved as arguments in an eventual negotiation with the Austrians might convince them to recognize Hungary's autonomy under the rule of the House of Habsburg, and the April Laws of 1848. He believed that this was the only choice to convince the Habsburgs not to ask Russia's help against Hungary, which he thought would cause destruction and national tragedy.
Preventing Russian intervention is why Görgei attempted to initiate secret talks with the Hungarian Peace Party (who were in favor of a compromise with the Austrians), to help him stage a coup d'état to overthrow Kossuth and the Hungarian government led by Szemere, to achieve the position of leadership necessary to start talks with the Habsburgs; but the Peace Party refused to help him, fearing a military dictatorship. So, he abandoned this plan. However, Görgei was wrong when he thought that the Hungarian Declaration of Independence had caused the Russian intervention when it came, because the Austrians had asked for, and the Czar agreed to, Russia's sending troops to Hungary before learning of the 14 April declaration.
Supreme commander and dictator of Hungary
The Russians intervened in the struggle and made common cause with the Austrians, in mid-June 1849 the allies advanced into Hungary from all sides. Görgei found himself before a greatly superior enemy. The reinforcements that Kossuth had promised did not came, because on 7 June General Perczel, the commander of the southern Hungarian army, had suffered a heavy defeat in the Battle of Káty, from an Austro-Croatian army, reinforced with Serbian rebels, led by Josip Jelačić. Perczel could not send the reinforcements because he needed them there. A second problem was that many of his experienced generals, who had proved their talent in the spring campaign, were no longer available: (János Damjanich had broken his leg, Lajos Aulich was ill, and András Gáspár had resigned from the Hungarian army for political reasons.) Görgei was forced to put in their place other officers, who were capable soldiers, but were not experienced as army corps leaders, many of them lacking the capacity to act independently when needed. A third problem was that he could not adequately fulfill the duties of being both supreme commander and head of the war ministry at the same time, being forced to move frequently between Pest and his general staff office near Tata.
Nevertheless, Görgei decided to attack Haynau's forces, hoping to break them and advance towards Vienna before the main Russian troops led by Paskevich arrived from the north. Despite an initial victory in the Battle of Csorna on 13 June, his troops were not so successful afterwards. In the next battle, fought at Zsigárd on 16 June 1849, while he was in the capital to participate in the meeting of the ministry council, his troops were defeated; his presence on the battlefield could have brought a better result. In the next battle, at Pered, fought at 20–21 June, he was present; but, despite all his efforts, the intervention on Haynau's behalf of a Russian division of more than 12,000 soldiers led by Lieutenant General Fyodor Sergeyevich Panyutyin decided the fate of this engagement.
On 26 June Görgei was again in the capital at a ministry council, and tried to convince Kossuth to concentrate all the Hungarian troops, except those from Transylvania and southern Hungary, around Komárom, to decisively strike against Haynau's troops, before the main Russian forces arrived. This plan was maybe the only rational way to end—if not with full success, but with at least a compromise—this war against overwhelmingly superior enemy forces. The place for the Hungarian concentration, the fortress of Komárom (one of the strongest fortresses of the empire), was the best choice, if they wanted to have a chance of success, and avoid having to retreat to the Ottoman Empire. The ministry council accepted Görgei's plan, but unfortunately because of his required presence at the council, Görgei was unable to concentrate his troops against Haynau's army, freshly deployed from the northern to the southern banks of the Danube, when they attacked Győr on 28 June. Görgei arrived only at the end of the battle, when it was too late to rescue the situation for the overwhelmed Hungarian forces (17,000 Hungarians against 70,000 Austro-Russian soldiers); but he managed nevertheless to successfully cover their retreat towards Komárom, by personally leading hussar charges against the advancing enemy forces.
After learning about the defeat at Győr, and the advance of the main Russian forces led by Field Marshal Ivan Paskevich from the north, the Hungarian government—following Kossuth's lead in another ministry council, held this time without Görgei—abandoned Görgei's plan of concentration and ordered him to abandon the fortress and move with the bulk of his troops to southern Hungary, to the confluence of the rivers Maros and Tisza. Görgei thought this new plan completely wrong: that the region which they wanted to concentrate the troops was completely racked by the war, that the most important fortress of the region, Temesvár was in the hands of the enemy, and that this retreat would provide enough time for Haynau and Paskevich to unite their forces against the Hungarians, creating an even greater numerical superiority. Despite this Görgei agreed to follow the government's plan, in order to avoid an open conflict with them. So, he promised to lead his troops to southern Hungary, starting 3 July, hoping that until that day all the scattered units of his army would be able to gather and join his army.
But before he had the chance to accomplish this task, Görgei's troops were attacked on 2 July at Komárom by Haynau's force, which was twice the size of his, reinforced by Panyutyin's Russian division. Görgei defeated them, upsetting Haynau's plan to quickly conquer the capitals. However, at the end of the battle, Görgei sustained a severe head wound: a shell splinter shot by an enemy cannon made a long cut in his skull, opening it and leaving his brain exposed. Despite this he remained conscious, led his troops until the end of the battle, only after which he fainted, losing consciousness for several days, during which time he underwent several surgeries, which prevented him from taking advantage of his victory.
Before the battle, because of a misunderstanding, Kossuth removed Görgei from the command and demanded that he go to Pest, naming Lázár Mészáros, the former minister of war, who was a weak general, in his place. When Mészáros went towards Komárom to inform Görgei of the change, he heard along the way the sound of the cannonade of the battle of Komárom, and returned to Pest. The cause of Kossuth's drastic act was as follows. Görgei on 30 June, wrote two letters to Kossuth. In the first he reaffirmed his decision to remain with the main Hungarian forces in Komárom and fight a decisive battle against Haynau. The second letter he wrote later that day, after a meeting with a government delegation, who came with the order for Görgei to leave Komárom and march towards Szeged, in southern Hungary. In this letter, as shown before, he agreed to follow the governments new order. Görgei's two letters were sent on the same day, Kossuth did not notice their registration number, but he read the letters in the wrong order, reading the second one (in which Görgei had written that he would march towards Szeged) first, then the first letter (in which Görgei had written that he would engage in battle at Komárom) second. Thinking that Görgei had changed his mind, and had chosen not to obey the order directing the concentration around Szeged, and probably remembering Görgei's refusal in the winter campaign to follow his orders and the Proclamation of Vác of 5 January, which he considered an act of revolt, and Görgei's critique of the dethronement of the Habsburg dynasty issued by Kossuth on 14 April 1849, the Kossuth called Görgei a traitor and removed Görgei from command, and demanded that he come to Pest to take over the war ministry and let Mészáros lead the army.
Because Mészáros returned to Pest, Görgei did not learn about his removal from command; and, because of Haynau's attack on 2 July, he had to postpone temporarily the retreat towards Szeged, being forced to enter in battle with the enemy. The letter containing Görgei's removal arrived on 3 July, while Görgei was unconscious from his wound. His officers, led by György Klapka, were against the decision to remove their chief. Kossuth came to understood that Görgei had not disobeyed him, but he lacked the courage to admit his mistake and rescind Görgei's dismissal. Görgei remained the commander of the northern Danube army until he had the opportunity to hand it over, which meant until he would arrive at the concentration at Szeged, but he resigned as Minister of Defence. The disastrous military events that unfolded at the beginning of August in southern Hungary, where he was to lead his army, restored Görgei's reputation somewhat. On the other hand, Kossuth's silence regarding being mistaken about Görgei cast a shadow on the reputation of the politician.
Klapka, the senior officer who took over the invalided Görgei's duties, was reluctant to act on the government's order to lead the troops to southern Hungary. He decided to lead an attack against Haynau's forces, hoping to defeat them; but in the Third Battle of Komárom on 11 July, the troops led by Klapka suffered a defeat. The not-fully-recovered Görgei watched the battle from the fortress. The result of this battle was that Görgei, who soon took the command of his army, was forced to retreat eastwards and let the capitals fall again into enemy hands. The Hungarian parliament demanded that the government re-appoint Görgei to supreme command, but Kossuth and prime minister Bertalan Szemere, because of their hatred and envy of Görgei, appointed and dismissed, one after another, Lázár Mészáros, Henryk Dembiński, and Mór Perczel, as they failed to oppose Haynau's advance.
Leaving the capitals, Görgei managed to stop the greatly superior forces of the main Russian commander Ivan Paskevich in the second battle of Vác on 15–17 July, although he was suffering because of his head wound, and underwent a surgery on his skull on the second day of the battle. Then, because his way to south, towards Szeged, was blocked by the Russian army, he retreated to the northeast, in almost the same way as he had done in the winter of 1848–1849, luring after himself the five-times-greater Russian forces, diverting them for almost a month from attacking the main Hungarian troops on the Hungarian plain. He accomplished this through forced marches (40–50 km per day), avoiding the Russians' repeated attempts to encircle him or to cut him from the main Hungarian troops in southern Hungary. Using a roundabout mountain route, Görgei managed to arrive in Miskolc before the Russians, who used a shorter route through the plain between the two cities. After successfully defending the Hungarian positions along the banks of the Sajó and Hernád rivers, Görgei heard that the Russian troops had crossed the Tisza river and were heading towards the main Hungarian army in the south. Görgei again, using a much longer route, marched round the Russian army, outran them, and arrived in Arad four days before them.
During his march through Northern Hungary, Görgei defeated the Russian troops in seven defensive engagements: (Miskolc, 23–24 July; Alsózsolca, 25 July; Gesztely, 28 July; etc.); losing only one, Debrecen, 2 August. This slowed the Russian advance and won time for the rest of the Hungarian army to prepare itself for a decisive battle, creating the opportunity for the supreme commander to defeat Haynau's Austrian forces, which his troops were equal to in numbers.
Czar, Nicholas I of Russia was impressed by Görgei's brilliant manoeuvers, comparing him twice to Napoleon, writing this to Paskevich:
With Russian intervention, the cause of Hungarian independence seemed to be doomed. As a last try to save it, the Hungarian government tried to enter into negotiation with Paskevich, attempting to lure him with different proposals that conflicted with Austrian interests, one of them being to offer the Holy Crown of Hungary to the Russian Czar or to a Russian prince. But the Russian commander declared that he came to Hungary to fight and not to negotiate with politicians, and that he would discuss only the unconditional surrender of Hungary, which meant that he would not talk with politicians but only the leaders of the Hungarian army. So, with the knowledge and encouragement of the Hungarian government, Görgei began negotiations with the Russian commander regarding an eventual Hungarian surrender. So, during his operations against and battles with the Russians, he also negotiated with Paskevich and his generals, to obtain favorable conditions from them, or to start a conflict between the Austrians and the Russians. All the while Görgei kept the Hungarian government informed (there were unfounded rumors about an alleged Russian plan to hire Görgei and his generals for the Russian army). But the Russian commander responded that they would talk only about unconditioned surrender.
In spite of Görgei's successes, in other theaters of operation the other Hungarian generals were not so successful. Dembinski, after being defeated on 5 August in the Battle of Szőreg by Haynau, instead of moving his troops north to Arad—having been asked to do this by the Hungarian government, to join with Görgei, who had won his race against the pursuing Russians, and together engage in a battle against Haynau—he moved south, where the Hungarian main army suffered a decisive defeat in the Battle of Temesvár on 9 August. Thus, Dembinski's decision prevented Görgei from taking part with his 25,000 troops in the decisive battle. After this defeat, Kossuth saw the impossibility of continuing the struggle and resigned from his position as regent–president.
On 10 August 1849. Görgei and Kossuth met for the last time in their lives at Arad. During their discussions, according to Görgei, Kossuth said that he would commit suicide, but the general convinced him not to do this, to escape and take refuge in another country, and, using the reputation that he had won as the leader of the revolution, to fight for Hungary's cause there. From Görgei's declarations from that period, and also from his later writing, we can understand that he wanted to become Hungary's only martyr, hoping that this would save his country from other retributions. Kossuth then handed over all political power to Görgei, giving him the title of dictator, while he and many of his ministers, politicians, and generals went south and entered Ottoman territory, asking for refuge.
As in the spring campaign, in the summer campaign Görgei's personal intervention on the battlefield was crucial in the important battles, preventing defeat (as in the second battle of Vác) or even bringing about victory (as in the second battle of Komárom). From the three Hungarian operational plans elaborated during the summer campaign two were made (the plan of the concentration around Komárom) or decided in haste (the plan of the pincer maneuver towards the northeast after the second battle of Vác) by him, and both were strategically correct. His presence on the battlefield could intimidate a numerically far superior enemy, such as when his troops were stationed around Komárom, Haynau could not move towards Pest, or when he campaigned through northern Hungary, Paskevich's main forces could not move towards Szeged. During the summer campaign, Görgei reached his peak as a military commander. His last campaign in northern Hungary against the five-times-larger Russian main force can be regarded as a tactical masterpiece, due to his audacious decisions, quick troop movements, rapid forced marches around and between enemy troops—outrunning them, winning several-days' distance, cleverly slipping out at the last moment from enemy encirclements—perfectly chosen positions, surprising counter-strikes, and accomplishing all this with a sizeable army, show us a great military tactician, unique among the Hungarian generals of the Freedom War.
Surrender at Világos/Nagyszöllős
On 11 August, Görgei gathered his officers in a military council about what to do next. The council almost unanimously (excepting two officers) decided that the only option in the grave situation they faced was to surrender to the Russian army, because they hoped for milder conditions from the Russians than from the Austrians.
Görgei was of the same opinion as his officers. He thought that if he surrenders to the Austrians, they would show no mercy to his troops and officers. He believed that surrendering to the Russians, would lead to the czar asking Franz Joseph I to pardon them; and his hope was supported by the promise of Paskevich, who declared that he would use all his influence in this matter. Görgei thought that the surrender to the Russians would save his troops, and the only man executed by the Austrians would be himself. Görgei declared that he was ready to accept this sacrifice in order to save the others. He also believed that he would be able to convince Paskevich to ask mercy for the people of Hungary too. Görgei thought that if he surrendered to the Austrians, he would give the impression to the world that the Hungarian revolution was an unlawful uprising, and the rebels had surrendered to their lawful ruler. The surrender to the Russians symbolized the rightful protest of the Hungarians against the oppression of Hungarian freedom by the united armies of two of the world's most powerful empires; and although Austria's and Russia's numerical and technological superiority emerged victorious, the Hungarians didn't renounce their ideal of national freedom.
Days before the surrender Görgei wrote a letter to the Russian general Theodor von Rüdiger, in which he presented his wish to surrender to the Russian general, whom he respected very much for his bravery and military talent, explaining, among other things, why he decided to surrender to the Russian troops and not the Austrians:
On 11 August, Görgei sent his envoys to Rüdiger with his offer to surrender, saying that he would bring his troops to Világos. On 12 August, Görgei arrived with his troops in Világos, and was housed in the mansion of Antónia Szögény Bohus. Here he was visited at noon of the same day by Rüdiger's military envoys, which whom he agreed about the place and time of the surrender, and to prevent any Austrian presence at the surrender.
The Russian Lieutenant Drozdov, who was present on the discussions at Világos wrote a description of Görgei:
During the discussions, Görgei pointed out that the Russian troops should position themselves between Görgei and the direction from which an Austrian advance could be expected. On 11 August, he wrote to Rüdiger that it was out of the question for him to surrender in front of Austrian troops, and he would rather fight until the total annihilation of his army, and his death in battle, instead of surrendering in front of Austrian units.
In the morning of 13 August, the Hungarian troops (29,494 soldiers, 7,012 horses, 142 guns, and 23,785 rifles, with only 1.5 cartridges per rifle remaining) in the meadows at Szöllős surrendered (not at Világos as is often believed). The soldiers put down their arms, and the hussars tearfully said farewell to their horses. Then General Rüdiger rode to the ranks of Hungarian soldiers and officers and reviewed them. After the Russian general left, Görgei rode to his soldiers, who all shouted: Long live Görgei! Hearing this the Hungarian general wept. The army then shouted repeatedly Farewell Görgei!
On the next day Rüdiger held a dinner for Görgei and the Hungarian officers, warmly praising their bravery and raising his glass to them. But that evening, Görgei was separated from his army and brought to Paskevich's headquarters in Nagyvárad. The commander of the Russian army received him courteously, but told him that he can assure him only his life, while the Austrians will decide about the fate of the other officers and soldiers of his army. Görgei argued that his army and officers bore no fault, they only followed his orders, and thus he was the only one who bore every responsibility for their actions; but Paskevich replied that he could not do anything, promising only that he would advocate on their behalf. The Russian commander indeed wrote letters to Field Marshall Haynau, Prince Felix of Schwarzenberg the minister-president of Austria, and to Franz Joseph I, and even Czar Nicholas I wrote a letter to the emperor, trying to convince them to be merciful; but the answer was that the current situation necessitated bloodshed. Their answer was that Görgei would not be court-martialed and executed, and would be kept in confinement at Klagenfurt; but they did not pardon his generals, who were executed on 6 October 1849 at Arad. After of the execution of his generals, Görgei was accused by the Hungarians of betraying them, and of causing their deaths.
After the Revolution
Exile in Klagenfurt
The Austrians brought Görgei and his wife, Adéle to Klagenfurt, where he lived, chiefly employed in chemical work, under constant and strict police supervision, being prohibited from leaving the town and its surroundings.
Later, from a part of his wife's inheritance, Görgei bought a house in the village of Viktring, near Klagenfurt; with hard work he started a garden and started to grow vegetables and fruits to feed his family.
Görgei, in order to assure an income, thus freeing himself and his family from the dependence of the Austrian subsidy, decided to write a book about his role in the Hungarian Freedom War. He spoke with the Viennese publisher Friedrich Manz, who agreed to print the book. Görgei wrote his book with the knowledge of the Austrian secret police. The Austrians hoped that Görgei, looking for milder treatment from them, would write a book that would criticize Kossuth, their enemy in exile, and present the Habsburgs in a positive light. But Görgei's work Mein Leben und Wirken in Ungarn in den Jahren 1848 und 1849 (My Life and Works in Hungary in the Years 1848 and 1849) didn't show any moderation when it came to the Austrian government and military leadership, listing their weaknesses, errors, and inhuman policies. When Manz read the manuscript, he understood after the first pages that this book could not be published in Austria, because the state censorship would not allow it. So Manz smuggled the manuscript to the Kingdom of Saxony, to Leipzig, where the F. A. Brockhaus AG published the book in the summer of 1852. When the Austrian authorities learned about the book and its contents, they were outraged, many of the Austrian politicians and military leaders whom Görgei presented a negative way (among them Windisch-Grätz), demanding his punishment; and the Police Minister, Johann Franz Kempen von Fichtenstamm, was eager to start a prosecution against Görgei, who was forced by Austria's agreement with the Russians from 1849 to renounce the book. Manz was arrested and sent to prison, and all the books that had been brought into the Habsburg Empire were destroyed.
Unlike Artúr Görgei, his wife and his children, who were born in exile, could move wherever they wanted. So, in 1856–1857 Adéle and the children went to Hungary, staying a year at Artúr's younger brother, István in Pest, and in Szepes county with other relatives of Görgei.
On another occasion, Adéle and their daughter Berta, went to Paris to see her relatives; and Görgei, knowing that the son of one of Adéle's sister, Edouard Boinvillers, was a confidant of Napoleon III, gave to Adéle a memorandum, in which he tried to convince the French emperor that Kossuth and his entourage of Hungarian politicians and officers in exile have contrary interests, and that in his opinion Napoleon should support a Hungarian-Austrian compromise. After reading Görgei's memorandum, Boinvillers wrote to him, asking some questions, and Görgei replied quickly; but it seems that the memorandum was never forwarded to Napoleon III.
Görgei paid close attention to the political developments in Hungary, reacting to every important event of Hungarian politics. The main cause of this was that Görgei believed that he could return to Hungary only if the oppressive Austrian policy towards Hungary would be relaxed, and that moderate Hungarian politicians would take the lead in Hungary. He was filled with hope when he heard about the moderate politics of Ferenc Deák. He started to look to Deák as his future savior from his exile. He photographed himself with a copy of the Hungarian newspaper Pesti Napló, which published Deák's petition about the necessity of a compromise with the Austrians, if they accept the April Laws of the Hungarian Revolution as the basic laws of Hungary. In one of his letters to Gábor Kazinczy, one of the former leaders of Peace Party, from 1848 to 1849, Görgei wrote that he had the portraits of István Széchenyi and Ferenc Deák (the two most proeminent Hungarian moderate politicians) on his desk. He wrote an article in Pesti Napló in which he asked Hungarians to compromise with the Austrians, while demanding that the latter accept the Hungarian laws enacted from 1847 to 1848.
At the end of 1863, Görgei sent his wife and children to Hungary, and his son to a Hungarian public school. He hoped that his wife would have the opportunity to get acquainted with Hungarian politicians, and other important persons, whom she would convince to support her husband's return to Hungary. But many of these politicians, as a result of Kossuth's false accusations of treason, were unsympathetic. She still found some who did not believe Kossuth's accusations—such as Antónia Bohus-Szőgyény, in whose castle near Világos Görgei, on 13 August 1849, signed the surrender of the Hungarian army—and politicians who were ready to support his return, such as Sr. László Szögyény-Marich, Baron Miklós Vay (royal commissioner of Transylvania from 1848), Ágoston Trefort (court chancellor, 1860–1861), and Béni Kállay. She met also with the wholesaler Frigyes Fröhlich, a friend of Görgei's father, who presented her and her children to Ferenc Deák, who was sympathetic with Görgei's wish to return home. She assured Deák that Görgei's political views were similar to his, and if he could come home, would support him in every way. She also begged him to fight against the false accusations of high treason of which Görgei was accused by a large part of the Hungarian people. In 1866, Görgei's younger brother, István, also sent him encouraging news about another politician whom he knew from 1848 to 1849, Pál Nyáry, who was sympathetic to Görgei's cause, and believed that after the Hungarian-Austrian compromise, he would return, and his image in Hungary would also improve.
Beginning in 1862, Görgei had a fellow Hungarian in Klagenfurt, László Berzenczey, a radical politician of the 1848–1849 independence movement, who, after returning from\ exile, was interned in Klagenfurt. He and Görgei argued daily about Hungarian internal politics, including Ferenc Deák's domestic policies: Berzenczey being very critical of them, while Görgei defended Deák's policies.
When the Austro-Prussian War broke out, Görgei declared that he was afraid of Kossuth's interference in Hungarian politics from outside, and that he was against any idea of a Garibaldist revolution against the Austrians, which, in his opinion, Kossuth wanted to start, to liberate Hungary with French help. After the Austrian defeat at the Battle of Königgrätz, and the Peace of Prague, the chances of a Hungarian-Austrian compromise started to materialize.
Army reform proposals
As a result of the 1866 battle of Königgrätz being lost by the Austrians, the probability of a Hungarian-Austrian compromise was increased. Görgei was asked by his old friend from the War of Independence, Imre Ivánka, now a member of the Hungarian parliament, to give his opinion on the bill about general liability for military service of the Hungarian military units, and their unification into a common army. The bill was to be issued as law after an eventual compromise. Görgei started to work on this, and finished it in the first months of 1867, sending it to Deák.
At the beginning of the 31-page manuscript Görgei expressed his fundamental ideas as follows:
To keep the system of recruitment by counties;
To avoid provoking the anger of the Austrian military command in achieving the goals of the Hungarian army reform;
To awake again Hungarian sympathy for the army, which was lost after the defeat of the War of Independence, and convince them to become soldiers;
To make it possible for soldiers to marry earlier, removing the bureaucratic obstacles that prevented this, and allowing it as virtuousness;
To accustom the Hungarian youth to learn and study, and to think of the public good at an early age;
To increase the defense power of Hungary to the highest level.
Görgei criticised a proposed law that would diminish the Hungarian war ministry's responsibility for the internal organization of the Hungarian army. He believed that this would endanger the ability of the emperor to control the army. He proposed instead that the Hungarian and Austrian war ministries put forward a joint proposal on the national defense to the ministry council, to be legislated.
Secondly, Görgei pointed out that the cause of the defeat of the imperial army against the Prussian troops in 1866 was caused by the shortage of weapons and manpower, as well as poor organization of defense forces. He pointed to the fact that the Prussians had mostly modern breech-loading rifles, while the Austrians still used outdated muzzle-loading rifles. It had been a mistake to send troops over an open field to charge the Prussian soldiers, protected by trenches, who, with their breech-loading riffles caused catastrophic damage. Based on contemporary sources, Görgei concluded that the Austrians were numerically superior in the majority of the battles, but the outdated weapons and the wrong tactics used by them, led to their defeat. Görgei's opinion was that it was not numbers of soldiers that determined the strength of an army, but their love of and attachment to their country.
In the third part of the memorandum, Görgei criticized the bill in question, which proposed to recruit, and to put under military jurisdiction, all men who turned 20–22 for 12 years, thus preventing young intellectuals during their most productive ages, to exercise their political rights and duties. He wrote that with this bill the government wants to neutralize "the Hungarian intellectuals with democratic political credo".
Görgei proposed the following:
In the regular army the men must serve six years, the first and the second reservists three years. Liability for service in the national guards, as well as those who had to participate in the "general uprising" (when the country was attacked and it was in grave danger, it was a Hungarian tradition that the nobles "upraised", gathered together and fought the enemy; after 1848, not only the nobles had to uprise but all the nation). would continue until the age of 45;
The most important duty of the army in peacetime must be the military exercises of the recruits and reservists. This training should be conducted every autumn. During these military exercises, soldiers must remain under civil law. Besides this, the armed units should perform a "ceremonial general national review".
The regular army should be composed of the volunteers, recruits, soldiers on leave, those who are conscripted as punishment, and students of military academies. The recruits who can read and write, can prove their unimpeachable character, are peasants, work on their parents' land, are craftsmen or merchants, are civil servants or junior clerks, are enrolled in the university or courses of equal value will serve only a year. The people who are not in these categories, will serve two years.
If the old traditions of harsh military discipline must be relaxed, and educational opportunities in the army increased, because this will convince more and more young people to join the army and make possible a volunteer army.
The parliament has the responsibility of recruiting troops, if the number of the volunteers is not enough, and in special cases it must conscript soldiers for three years of service.
The military companies and regiments must remain in the countries in which they were conscripted. And the king has to send home all Hungarian troops that were brought outside of Hungary.
Regimental districts, whence each regiment will receive its recruits, should be the same as the parliamentary electoral districts.
The right that somebody liable for service could pay a substitute to take their place must be abrogated.
Those in military service must be compensated by a specified amount of money.
Volunteers and recruits under 21 can choose the branch of service in which they want to serve.
Military education should be introduced in the high schools.
In case of war, all units must be a part of the army, the first reservists included, while the second reservists will assure the defense of the hinterland. If needed, also the National Guards and the National Insurrection must be called to duty. The clerks, civil servants, those who assured order and the security (police, firemen, etc.), as well as those who work in the transport, catering service, and education, must be exempted.
At the same time as Görgei, also Klapka, Antal Vetter, and Imre Ivánka made their memorandums on the reform of the Hungarian army. When Count Gyula Andrássy went to the debates about the future military organization of Austria-Hungary, the Hungarian plan included Görgei's modern "intellectual-friendly" and pro-socialization views. Görgei's proposition about the right of the Hungarian parliament to decide the recruitment of the new troops, and the remaining of the recruits and reservists, during their military exercises, under the civil law, entered in the future Law of the Defense of Hungary.
Return to Hungary
After the Austro-Hungarian compromise of 1867, it was well known that an amnesty would be promulgated for Hungarian soldiers and politicians, and this meant a chance for Görgei to finally return home. Although he wanted very much to return, Görgei was pessimistic about this. His brother, István, proposed to ask Ferenc Deák to help Görgei to obtain permission to return, but István said that he considered that the constitution would be considered as restored in Hungary only after the coronation of Franz Joseph as King of Hungary, so he believed that only after that event would he be granted leave to return. István also pointed out that, for the time being, Görgei's only income was the subsidy he received from the Austrian government, which would stop if Görgei would go back to Hungary. István told Görgei that he must find a job in Hungary to sustain his family, before he returned, because he would not want to live on the charity of others.
On 9 June 1867, the amnesty was granted; but when he read its text, Görgei didn't find in it any reference to what would happen to somebody in his situation. He thought that those politicians who formulated the text of the amnesty deliberately omitted him, in order to prevent his return. He even heard about the words of Ferenc Pulszky, one of Kossuth's closest friends, newly returned from exile, who said about him: "Let him [remain] there [in Klagenfurt]".
Before 20 June, Görgei's wife, Adéle Aubouin, had an audience with the new Hungarian prime minister, Gyula Andrássy. She asked him if her husband had received amnesty or not? Andrássy replied that he did not know anything about this, because the amnesty was the king's decision; but he promised that he would ask the Austrian prime minister, Friedrich Ferdinand von Beust, about this. During this time, Görgei's daughter Berta married László Bohus, the son of Antónia Szögény Bohus, his hostess when he signed the surrender of the Hungarian army at her castle near Világos.
Finally, on 16 July, the chief of police of Klagenfurt announced to Görgei that his internment had ended, and that he could return to Hungary. On 19 July, the day on which he received the official decision of his amnesty, he took the train to Hungary.
Revolution scapegoat
In the military council held in Arad on 11 August 1849, two days before he surrendered to the Russians, Görgei made a speech in which he foresaw that he would be regarded as a traitor to his nation for his surrender:
The surrender, and particularly the fact that his life was spared while his generals and many of his officers and men were hanged or shot, led to his being accused of treason by public opinion. The main cause of these accusations was a letter written on 12 September 1849 by Kossuth, from his exile in Vidin, declaring unfairly that Görgei had betrayed Hungary and its nation when he laid his weapons down. In his letter Kossuth wrote: "...I uplifted Görgei from the dust in order to win for himself eternal glory, and freedom for his fatherland. But he cowardly became the executioner of his country."
The accusations made by Kossuth's circle against Görgei were:
From the beginning of his career as a general, Görgei wanted to be a dictator;
He organized a camarilla around him;
After the victorious spring campaign, instead of attacking towards Vienna, he attacked Buda, and with this he lost the opportunity to defeat the Habsburgs once and for all;
He was against the concentration of the Hungarian troops at Szeged;
He used his extorted dictatorship to commit high treason;
He did not respect and love his country and nation;
He had pro-aristocratic views.
The letter from Vidin misled many people: on 10 October 1849, one of Hungary's greatest poets, Mihály Vörösmarty, who also played a role in the revolution as a member of the Hungarian parliament, wrote an angry poem about Görgei, with the title Átok (Curse), naming him a "worthless villain", "worm", and "traitor", and cursing Görgei for his "treason" against the Hungarian land, to be chased by hate and misfortune and his soul to be damned after his death. These accusations, have their root in Kossuth's Vidin letter. After the revolution, Kossuth became one of the most respected and beloved politicians and the symbol of Hungarian revolution and independence, being known internationally, as well. Many newspapers and books depicted Görgei as a traitor of the revolution and freedom. For example, in an Italian book with allegorical drawings, Don Pirlone a Roma. Memorie di un Italiano dal 1 Settembre 1848 al 31 dicembre 1850 (Don Pirlone in Rome: Memories of an Italian from 1 September 1848 to 31 December 1850), Görgei is portrayed as a traitor who hands over Hungary's head to Russia, and receives sacks of gold in return.
At the end of December 1849—two months after Kossuth's letter from Vidin and the execution of the 13 Hungarian generals of Görgei's army at Arad—Görgei wrote,in a letter to his younger brother, István:
During his exile at Klagenfurt and Vitring, Görgei vaguely heard about the accusations of Kossuth's circle against him, but he learned about the details of them only after he met with László Berzenczey in August 1862. At first, Berzenczey was under the influence of Kossuth's accusations and confronted Görgei; but after long discussions with the general, he became an ardent supporter of Görgei's innocence. Berzenczey continued to support Görgei after they returned to Hungary and convinced Görgei to respond to these accusations. So, Görgei wrote a booklet in German, called Briefe ohne Adresse (Letters without Address). In 1867, he responded to the above-mentioned accusations in Briefe ohne Adresse as follows:
If he did not love his country and nation, why did he put his life in danger so many times during the war?
If he was pro aristocracy why did he execute Ödön Zichy?
He accepted the accusation that he had the right to surrender as a general, but as a dictator, no.
He said that Kossuth and his circle of Hungarian politicians and commanders had no right to leave the country, so they too were guilty, the same as he.
The German Briefe ohne Adresse was published in Leipzig by F. A. Brockhaus AG. At the end of May 1867, after Görgei wrote a Preface and an Epilogue for it, his younger brother István published a Hungarian translation, Gazdátlan levelek, in Hungary. Hungarian newspapers wrote almost nothing about it, and the majority of those that did were negative; so, this book didn't much improve Hungarians' negative opinion of Görgei. Some Hungarian officers who fought in the War of Independence—such as Colonel Lajos Asbóth and Colonel Lajos Zámbelly—attacked Gazdátlan levelek, while others—such as Colonel Ferenc Aschermann (Asserman)—defended Görgei. The Hungarian literary critic Ferenc Toldy congratulated Görgei, in a letter, naming him a great writer, and asking him to write another, more comprehensive book, in which he would refute all false accusations against him.
Hearing about the approaching Hungarian-Austrian compromise, from Paris, Lajos Kossuth wrote on 22 May 1867 his famous "Kassandra Letter", in which he accused Ferenc Deák of sealing Hungary's doom if he accepts this compromise. Once again in this letter Kossuth alluded to Görgei's "treason" of surrendering to the Russians instead of continuing the fight, to which Görgei responded with an article called Nyílt kérelem Kossuth Lajos úrhoz (Open Request to Mr. Lajos Kossuth) published in Pesti Napló, pointing out that on 11 August 1849 Kossuth himself wrote that there was no chance of continuing the fight. In this open letter Görgei begged Kossuth to stop misleading the Hungarians with false statements, and to let Deák lead the Hungarians in the right direction: the compromise with Austria. Pesti Napló published Görgei's letter with a note in which the editors asked to be excused for publishing Görgei's letter, saying that they felt obliged to give him the right to defend himself if he felt offended by Kossuth's letter. István Görgey protested against this note, saying the editors did not tell him or his brother anything about this note before they published it together with Görgei's letter.
Seeing that almost no Hungarian newspaper or magazine wrote about his Gazdátlan levelek and his other articles, Görgei said that "the generation of today do not want me in any way".
During his first return to Hungary, Görgei was visited by a group of men, among whom were some old revolutionary soldiers, who gave him a crumpled image of the 13 Martyrs of Arad, signifying their opinion that Görgei bore responsibility for their deaths.
After he returned to Hungary for good, he played no further part in public life, but had to suffer many attacks from his countrymen who believed that he was a traitor. He faced all these accusations with stoicism and resignation.
He was many times attacked by the people who believed in the slanders against him. Once, after working on the railroad near Torda, in Transylvania, he lay down on a bench near a railway station to sleep. He was recognized by some people, and a crowd quickly gathered around him, screaming that he must be beaten to death for his treason. He didn't move, pretending to sleep, and the people calmed down, and left him alone. On another occasion, near Pozsony, when he was also working on the railroad, a worker attacked him with a spade, calling him "traitor"; but Görgei parried the blow and replied: "I forgive him, because he does not know what is he doing."
Once, Görgei was invited by the literary critic Pál Gyulay to a meeting of the Hungarian Academy of Sciences in Budapest. When the meeting ended and Görgei tried to come down from the gallery on a spiral staircase, he was blocked by an angry mob of students, who looked threateningly at him, and shouted: "here is the traitor!" The aging Görgei was prepared to defend himself, because he had iron brass knuckles in his pocket. He put his hand in his pocket, grabbed them without taking them out, and continued to descend, staring in their eyes, while they stepped back, stair by stair, as he advanced. They cursed and slandered him, but did not attack.
Ferenc Deák related that Görgei once went to Budapest to meet with him, and asked him to officially refute all those slanders and accusations which filled the Hungarian media about the "treason" of the general, and to make clear to the nation that, in the summer of 1849, facing the superior Russian and Austrian armies, Görgei had no other choice than to surrender. Deák replied that although he knew that Görgei was right, and feels sympathy for him, that he, as a Hungarian, cannot destroy the belief that the Hungarians could be defeated only because of a treason, rather because of the superior strength of the enemy forces. He said that he did not want to shatter the belief of the Hungarians in their invincibility. So, he advised Görgei to live in seclusion and accept the fate of a man sacrificed for a greater cause, which is the pride of the nation and honor of the country.
Starting in 1874, Görgei lived in Visegrád, and here he also had to suffer the attacks of Hungarians. The beautiful historical city was often visited by schoolchildren, who, provoked by their teachers, booed and catcalled when they passed by the house in which he lived, or met him on their way. Once Görgei heard a young mother saying to her child: "Look my boy, this is the man who betrayed our country." Görgei replied to her, maybe remembering Deák's words to him: "Madam, maybe its not totally true what you said about me, and perhaps that's for the better. Let the Hungarians believe that they could be defeated only because of treason. This belief, even if I suffer because of it, maybe it's a guarantee for a [bright] national future."
Despite Kossuth's accusations about him, which were never retracted, Görgei respected the former governor–president of Hungary, declaring in 1848 that Kossuth was a great man, without whom nothing would have happened, while he [Görgei] was only a bubble thrown on the surface by the wave of events.
In 1885, an attempt by a large number of his old comrades to rehabilitate him was not favorably received in Hungary. For decades he had been considered a traitor, often humiliated in public places; but in the last years of his life, his very important role during the war and unique military talent were acknowledged by many of his compatriots. Only after his death was he definitively discharged of the accusations of treason by historians. General Görgei wrote a justification of his operations (, Leipzig, 1852), an anonymous paper under the title (1875), and a reply to Kossuth's charges (signed Joh. Demar) in , 1881, pp.25–26. Amongst those who wrote in his favor were Captain István Görgey (, Budapest, 1885), and Colonel Aschermann (, Klausenburg, 1867).
Later life
After returning home, Görgei visited Ferenc Deák, the architect of the Hungarian-Austrian compromise of 1867, who played an important role in allowing him to return home. In gratitude, after Deák's death, Görgei—upon returning to Budapest after summering in Visegrád—every year would put fresh violets on Deák's grave.
In Hungary, only after a long search, could he find a job that assured the support of his family. First, he was hired at the Chain Bridge in Budapest, because his schooling made him suitable for this job. Unfortunately, after a year the bridge was nationalized and he was not needed anymore. After this, he was hired to a stone-and-coal mining company; but this job, too, didn't last long. Then, his friends suggested he to go to Transylvania, to work on railway constructions; so, he went there, to work on the railroad between Alvinc and Bene. In his letters, he complained about the inhuman conditions that made this work very difficult. After a while, he was hired by an Austrian bank at Lunka (near Alvinc), where he became virtually their utility-man. Görgei liked this job. Unfortunately, after a year, the Austrians sold their property; so, Görgei had to leave. At this time Görgei's younger brother, István worked as notary public; and he hired his brother as a clerk.
In 1874, Görgei moved to Visegrád, to István Görgey s property, to be the custodian of the house, the gardener, and the viticultor of his vineyards. In reality, István gave that property over totally to his older brother's use. Thus Visegrád became Görgei's home for the rest of his life, ending his long years of exile.
In Visegrád Görgei finally found tranquility and a circle of sincere, educated, helping friends, who refused to be influenced by the accusations of treason. As aforesaid, Görgei settled in his brothers property, and started to take care of its garden and vineyards. One of his neighbours, Dr. Frigyes Latinovits offered some rooms of his palace for Görgei to live and to receive guests.
Görgei liked very much to farm, developing on his brother's property a model farm. He bought the latest books and magazines about horticulture and viticulture. His friends admired his garden. The famous medic Dr. József Szohner, when he visited Görgei, exclamed at the sight of the garden: "This is a real Bulgaria!" In those times Bulgarian horticulture was renowned in Hungary. Until his last years, Görgei tried to apply the most modern agricultural techniques, and searched for new vegetable species to grow.
To thank him for these improvements, Görgei's brother, István, built Görgei a big and beautiful house in the garden-suburb of Visegrád. The architect made a plan of the house in 1888, and the building commenced; but the contractor faced problems with the roofing of the house. So, István, asked Artúr to manage the construction; and the old general successfully finished the task. Görgei and István's second wife and three daughters could move there. In this new house, the circle of friends and admirers around Görgei became larger. It included two prime ministers, István and Kálmán Tisza; writers and poets such as Pál Gyulai, Andor Kozma, Emil Ábrányi, and Kálmán Mikszáth; journalists such as Sándor Pethő, who in 1930 would write a biography of the general; artists such as Philip de László and Mór Than, who earlier, in 1849, working in camp, painted many of Görgei's battles (Isaszeg, Tápióbicske, Komárom); actors and actresses such as Mari Jászai; and medical doctors such as Sándor Korányi and Lajos Markusovszky who treated Görgei when he was ill. Besides such notable people, Görgei's old soldiers visited him frequently. Also, the citizens of Visegrád respected Görgei very much, refusing to believe in the allegations regarding his treason, which the majority of the people of Hungary believed until the end of the 19th century.
Among the people who respected and admired Görgei was the young writer Zsigmond Móricz, who visited the general when he spent the winters in Budapest in the castle of the renowned factory owner Manfréd Weiss. Later Móricz bought a house in Leányfalu, near Visegrád, so he could visit Görgei more often, sometimes bringing his wife and three daughters. Later Móricz wrote an article in the literary journal Nyugat about one of these meetings with the aging general.
The death in 1912 of his younger brother István Görgey—who, starting at a young age, was beside Artúr, participating in his campaigns as one of his best officers, and after 1867 writing several books and articles where István tried to convince the Hungarians that his brother was not a traitor (Görgey Arthurról 1889, Kossuth és Görgey 1891, Görgey Arthur ifjusága és fejlődése a forradalomig 1916, Görgey Arthur a száműzetésben 1849–1867 1918, the latter two published posthumously), and supported and helped him after he returned to Hungary from Vitring, giving him even one of his houses in which Görgei spent the last part of his life—was a harsh blow for the old general. Initially, Görgei was cared by one of the daughters of István; but, because Görgei was too old to work, the income of the property slowly dwindled, so Görgei moved to a smaller house near the Danube, where he spent his days with the help of a valet. The widow of István Görgey demanded subsidies from the government, but the new labour party government refused to help.
After the First World War broke out in 1914, Görgei received the last honours given him during his lifetime. In April 1915, he was visited by a group of German officers and soldiers, who showed their respect for the Hungarian general who "fought with glory against the Russian armies". They formed into a line before his house and sung "Die Wacht am Rhein" in his honor. The people from the streets also joined the celebration, singing and cheering together with the German soldiers. Görgei was pulled before them in a wheelchair, and with tears in his eyes he thanked them for this voluntary salute.
Personal life
As mentioned above, in 1848 Artúr Görgei married a French woman named Adéle d'Aubouin. She was born in 1822 in Alsace to an impoverished family, and was orphaned very early. She became lady companion to the daughter of Josef Redtenbacher. In her memoirs she remembered Görgei's modesty in his behavior; but when talking he quickly became the leader of the discussion with his mild warmth, at the same time giving cutting looks with sarcastic and sharply critical remarks, this combination showing, in her opinion, a very extraordinary personality. Before their marriage, Görgei didn't courted her; but when he was preparing to go back to Hungary, out of the blue he proposed marriage, just as she was preparing to go back to her country. She accepted. They wed in Prague in March 1848, then they went to Toporc, to the domains of the Görgei family. Instead of Adéle, Görgei called her by the Hungarian name of Etelka.
In June 1848, when Görgei started his career with the Hungarian revolutionary army, she lived the usual life of soldiers' wives: waiting for news, writing letters to him, and from time to time having the occasion to meet with him for short periods. After a while, she decided to go to Pest, where they had more occasions to meet than in Toporc. Starting with the winter campaign, she followed her husband and the Hungarian army in its retreat through the mountains of northern Hungary; she participated in a ball in Lőcse, given by the town council in honor of the Hungarian army, which just arrived there. In May 1849—at the peak of his glory, after Görgei had liberated central and western Hungary, along with the capitals—she was with her husband when the people cheered him everywhere he went. During this period Görgei repeatedly told her to dress modestly.
After the Hungarian surrender of 13 August 1849, the couple were sent to exile in Klagenfurt, then Viktring. In 1850, their daughter, and in 1855 their son Kornél, were born. The harsh conditions of life, their poverty and the continuous police supervision, caused a slow deterioration in relations between the two. Although, in 1867, Adéle played an important role in convincing Ferenc Deák and Gyula Andrássy to grant them the right to return to Hungary, their relationship didn't improve. From 1876, when Görgei started to work in the building of railways in Transylvania, Adéle moved to Toporc, to the lands of the Görgei family, and they never lived together afterward. In the beginning they exchanged some letters, but after a while they stopped even that interaction. When, in 1900, Adéle died, Görgei didn't go to her funeral. In 1912, when the writer Zsigmond Móricz interviewed Görgei and asked him about his wife, he shouted with tears in his eyes: "That didn't count... I don't want to talk about that! That was nothing!"
Róbert Hermann claims that the main cause of the worsening of their relations was their children. Görgei was angry because Adéle defended their children when he complained to them of their weaknesses and failures in their studies, lives, and careers. Artúr Görgei called the result of his wranglings with his wife and children one of his greatest defeats, comparable only to his military defeat at Hodrusbánya in the winter of 1849. Because of these, Görgei didn't help his children, both of whom ended their lives in misery. In the last years of her life, his daughter, Berta, accused Görgei of helping his illegitimate daughter, Klára Gambelli—from the years spent in Klagenfurt, whom he later adopted—more than his legitimate children. Berta even accused her father of having had relations with the wife of his younger brother, István.
Death and funeral
In his last years, Görgei was often ill, his sight and hearing deteriorated, and, usually during the spring, he had serious illnesses. In January 1916 he came through after having influenza; but when, in May he came down with Pneumonia, his resistance was low. A month before his death, he was brought from Visegrád to Budapest to the home of his sister-in-law, and he was treated here by two doctors. On the morning of 20 May, his health greatly worsened. According to the obituary notices, Görgei died on 21 May 1916, Sunday, at 1 o'clock a.m., (the 67th anniversary of one of his greatest victories, the taking of Buda castle) at the age of 98. His loved ones dressed him in his favourite black (the elaborate court dress of Hungarian aristocracy) and covered him with a white shroud. His catafalque was decorated with violets, Görgei's favourite flowers, brought from Visegrád. Two artists were allowed to enter to see him before his funeral: the wife of the painter Gyula Glatter and Alajos Stróbl. Gyula Glatter did a painting showing the general on the catafalque, and Alajos Stróbl created a bust of his head with the deep scar received on 2 July 1916 visible.
The whole nation, from notables (the actress Mari Jászai, the historian Henrik Marczali, prime minister István Tisza, literary historian Zsolt Beöthy) to the common people, expressed its sorrow on the death of the soldier who had been detested and called a traitor only a few decades earlier by almost every Hungarian. His body was carried to the Hungarian National Museum, where on 23 May 1916 the Hungarian government and army celebrated the liberation of the castle of Buda, and where, earlier, the bodies of important politicians such as Lajos Kossuth, Ferenc Kossuth, and László Teleki had received the last honours.
In the National Museum, before his catafalque, were exhibited a flag of his army, a shako of a Hungarian soldier, a cavalry officer's sword of 1848–1849, and two of his decorations. His funeral was held on 25 May at 3 o'clock p.m., in accordance with the Lutheran liturgy. The funeral was attended by many of the ministers and state secretaries of the Tisza government, led by the prime minister himself; the mayor of Budapest István Bárczy; and 12 Honvéd's (veteran soldiers) who fought in his army in 1848–1849. The museum, the museum garden, and all the nearby side streets were filled with people. Ferenc Erkel's composition Gyászhangok (Funeral Sounds) was played, and after that the priest and some politicians delivered eulogies. After that, his body was carried to Kerepesi Cemetery—escorted by the chorus of the Hungarian Opera, Lutheran priests, and tens of thousands of Hungarians—to a crypt designated for him by the government and Budapest's mayor's office. After the farewell speech, made by Zsolt Beöthy, Artúr Görgei was interred, but only temporarily, because his family wanted to bury him in Visegrád. As a result of these disagreements, and discussions, Görgei's final resting place is neither in the crypt offered by the government, nor Visegrád, but a simple tomb in Kerepesi Cemetery.
Command style and ethos
Görgei once discussed the causes of his military successes:
These modest words are not completely true, but he pointed out one of his most important principles in war: maintaining discipline. But for Görgei to achieve his military successes, he had to possess more specific qualities, which were required for a general of his time. To analyse and evaluate Görgei's military qualities and strategical ability, we should determine which were regarded as the best qualities for a successful commander of his period. We cannot take him out from his time, and compare with military commanders of our times, the medieval era, or antiquity. One of the greatest military theorists of the 19th century, Carl von Clausewitz, pointed out that a good commander must have the following qualities:
During the winter campaign, when he was the commander of the Army of the Upper Danube, Görgei was remarkably firm. His consistent, harsh, peremptory, leadership style was accepted by his subordinates and soldiers. They respected, loved him, and feared him at the same time. One of his artillerymen wrote: "I was afraid of him more than of the Austrian army, when he rode towards me, looking at me through his glasses." In his youth, when he was a simple soldier, Görgei wrote that he wanted to be an officer, whose "simple glance will be enough to force even the most unruly [soldiers] to obedience and respect." Once, when a major of the hussars started to curse and insult Damjanich and the supply service of the army in front of Kossuth, Görgei appeared, looked severely at his officer, who instantly became quiet and peaceful, than a guard came and took him under arrest. This rigorousness and consistency made it possible for him to organize newly conscripted, inexperienced soldiers with low quality, outdated weapons into, after the defeat of Schwechat, a disciplined, combat-worthy army. He was against any improvisations made hastily in the heat the battle, being in favor of carefully preparing every step of it long before it happened. He organised an army in which the spheres of action of every officer and soldier were exactly determined; where the training, the leading, and the armies supplies were well organized, as in every professional army of Europe of that period. Leiningen, one of his most talented generals, wrote: "the revolutionary army needed a Görgey too, in order to dominate over the passions."
Görgei regarded discipline as one of the most important requirements for a successful army. He demanded order in the army and unconditioned obedience from his soldiers and officers, and he tried to set an example for them. Very often he wore his old major's uniform coat, sojourned among his officers and soldiers, even in harsh cold, heat, rain, or snow. For this he had prepared himself from his time spent in the sapper school. When, after the capture of Buda castle, the Hungarian government wanted to award him the First Class Military Order of Merit and the rank of lieutenant general, he refused both, saying that he did not deserve these and he did not agree with the rank and order hunger of many of the soldiers and officers. Görgei refused also the Royal Palace of Gödöllő, when Kossuth offered it to him as gratitude for his victories. He punished very severely those who were not following his orders: he punished those who forgot to fulfill their least duty, or were undisciplined, with degradation, but many times also with execution. He required heroism in battle from his soldiers, and himself showed examples of this, being often quite reckless, if the situation of the moment required this act to encourage his troops, or to force, at a critical moment, a positive outcome. Unlike the majority of the commanders of his time, he showed himself in the first line giving orders to his troops, or even—for example, in the Second Battle of Komárom, personally leading the charge of the hussar regiments against enemy cavalry and artillery, and being badly wounded.
When, in the 1890s, Görgei was asked by the Hungarian writer and journalist Kálmán Mikszáth about the secret of his successes, he replied: it is certain that I never knew what fear is. Nature forgot to bless me with that feeling, unlike other people."
Besides of his fearlessness he had the capacity of fulfilling his toughest military challenges even when he was suffering from one of the most severe medical situations which a badly wounded soldier could have. Two weeks after his head injury in the second battle of Komárom from 2 July 1849, he was leading the Hungarian army in the second battle of Vác against the Russians outnumbering his troops two to one. On the morning 16 July, the second day of the battle, his medic Lajos Markusovszky noticed that his headwound became festered, so he had to operate Görgei. Görgei during this surgery on his skull, was on his feet, leaning over a bowl full of water, the surgery being made with the medical possibilities of the mid 19 century, when the analgesia and Anaesthesia were in a very early stage of their development. Artúr Görgei's younger brother, István Görgey (also an officer in the Hungarian army), describes how this surgery happened:
Shortly after this surgery, at 11 a.m. of the same day, Görgei was leading his troops on horseback, scoring one of his greatest military successes.
Because of his fearlessness, as well as unusual physical and mental resilience, he required his officers and soldiers the same heroism and recklessness in fulfilling his orders. He often brutally punished those who showed cowardice, as in the Second Battle of Komárom, when Görgei, after he tried first unsuccessfully to stop them verbally, stopped those units who were fleeing in disorder from the enemy by ordering the artillery to unleash a cannonade of grapeshot on them, which stopped the fleeing soldiers, who regrouped and successfully counterattacked. He required courage not only from frontline units but also from support troops. For example, he obliged the war medics to be on the battlefield during the fighting, in order to more quickly help the wounded.
From his officers, Görgei required creativity and independent initiative. He wrote to Major Kálmán Ordódy, who had the duty of defending a mountain pass:
Görgei expected his officers to take the initiative in making strategic decisions, as well as tactical ones. On 3 April 1849, Kossuth wrote about him: "He don't envy the glory of others, but offers occasions for others to achieve glory – [despite this] he enforces fully his authority; he is not power-mad and readily accepts ideas from others." Görgei applied this principle to himself, too. If he considered that an order from a superior was wrong, and prevents his army achieving success, he was the first to object to it, and if not heard, he would not follow that order but would act at his own discretion. After the Battle of Kápolna, lost because of the disastrous decisions of Henrik Dembinski, Görgei wrote to Dembinski that he was obliged to make his own decisions, instead of following those given by the Polish commander, because he saw the commander's orders as uncertain and unclear. At the end of his letter he wrote that he was ready to defend the decisions he took independently at a Hungarian court-martial.
The majority of Görgei's strategic plans were not drawn up personally by him, but by his general staff, although in the war councils he was the one who chose from the plans presented. Despite, this on the battlefield, on every occasion, even facing unexpected situations, Görgei was able to quickly make correct decision, and stick to those decisions without hesitation. When it was necessary he himself could elaborate strategic plans, and the majority of those (except that of the offensive in the Vág region) had successful outcomes.
Görgei sensibly chose his most important colleagues. An example was the chief of his general staff, József Bayer, who drew up in detail the strategic plans that Görgei and his general staff made. In March 1849, he wrote to Antal Vetter, then the interim supreme commander, that he was aware of not being very skilled and having not the patience to elaborate, with a table full of maps and papers, campaign strategies. So he relied on József Bayer and the general staff, who were better at it, for determining the routes that each army corps took each day. Because in his youth he served both in the infantry and cavalry, he was well experienced and qualified to position them in the most effective way possible, and to give them tactical orders; but because he had less knowledge of artillery, he relied on his artillery chief, Mór Psotta. His engineering corps was led by Szodtfried Ferdinánd.
During battles Görgei wrote his discretionary orders on slips of paper and gave them to the orderly officers, to take to the deputy commanders on the field. When his presence was necessary, Görgei went personally to a critical place. He would go from one military unit to another, encouraging the officers and the soldiers to attack. For example, in the second battle of Komárom, after some trenches before the fortress had been overrun by the enemy, he went to his infantry, which stood under a rain of bullets and cannonballs shot from those trenches, and spoke loudly to their commander, Major Samu Rakovszky: "Major! Do you trust in your battalion to chase the enemy from our trenches? Because they have completely occupied them." Rakovszky then addressed to the soldiers: "Did you hear what the general said?" The soldiers shouted: "We will [re]occupy them! We will chase out the enemy! Long live our land! Long live freedom! Long live Görgei!" Or, in the same battle, during the famous hussar charge led by him and Ernő Poeltenberg, Görgei, who was wearing a red coat—seeing that the left wing of his attacking 3000 hussars, because of the heavy enemy artillery firing that was causing them heavy losses, was slowing and turning in the wrong direction—quickly rode to them, shouting: "Boys, do you not [want to] follow the red coat in attack?" (Fiúk hát nem gyüttök a vörös hacuka után atakba?) Hearing this, the hussars quickly reorganised, and followed him toward the enemy lines.
In conclusion, Görgei was an erudite soldier, a man of logical thinking, who was able to recognize in the moment the importance of a situation or opportunity, capable of making quick decisions, and direct their application, while being willing to make changes in the course of the events, as the changing situation on the battlefield required. His personality was characterized by autonomy, eccentric behaviour, but also by a disciplined, emotionless attitude, and a lot of cynicism. Cynicism, lack of sympathy, sincerity, decisiveness, were not always ingratiating personal qualities and he made many enemies among officers and politicians, who later played the major role in stigmatizing him as traitor to Hungary. But, despite this, his soldiers worshiped him. He was characterized by the Russian military historian Ivan Ivanovitch Oreus (1830–1909) in his book Описание Венгерской войны 1849 года (Description of the Hungarian War of 1849): "Görgei was by nature hot tempered, but still he was not an enthusiast: he hated the swaggerers and he scourged them with relentless mercilessness."
Róbert Hermann summarized Görgei's qualities and methods as a military commander as follows:
Görgei's strategic decisions, except during the Vág offensive in June 1849, were correct and ended with success.
His reactions to unexpected events were quick and correct in almost every situation.
His personal interventions often turned the tide of battle in the favour of the Hungarians, or merely halted the retreat of his troops. The only occasion in which he was unable to do this, was the Battle of Hodrusbánya, when he was nearly killed.
Of all the Hungarian generals, Görgei managed to create the most organised army, which was the most compatible with the rules of the regular warfare, ruling out any participation by irregular units, such units being common to other Hungarian armies of that war. This arose from the fact that he had a clear organizational conception, and he was able to carry it through, against all attempts at resistance from within the army or intervention from without (for example, from the political leadership).
He tended to choose his deputy commanders well (for example, the chief of the general staff, József Bayer; his chief intendant, János Danielisz). Regarding the corps and division commanders, the situation is more complicated, because he had to take into consideration seniority and politics. Sometimes he made poor decisions in this regard; for example, according to Hermann, before the second day of the Battle of Pered, it was a mistake to replace Lajos Asbóth, the commander of the II. corps, who was the most successful of all the corps leaders, with the weak József Kászonyi;
Among Görgei's qualities were also the ability to avoid traps, take reasonable risks, be tactically creative (as when he used a closed mine tunnel to escape with his encircled troops in January 1849), see the advantage of constructing a base bridge over the Danube on 23–26 April 1849, or organise a siege (such as that at Buda).
Hermann sets forth five errors Görgei is often accused of, often providing exculpatory reasoning:
In December 1848, when the Austrian invasion began, Görgei is accused of dividing his forces and placing half his troops on the northern bank of the Danube. Hermann's opinion is that even if Görgei would have concentrated all his troops on the southern bank, the outcome of the campaign would have been the same.
In February 1849, when Görgei arrived near Kassa he lost one day before he attacked the troops of Franz Schlik, which cost him an opportunity of totally destroying the latter's forces. Hermann argues that even if he had been prompt, General Klapka's failure to block the retreat of the Austrian troops would have allowed their escape.
During the battle of Isaszeg, Görgei neglected to order General András Gáspár to attack with the VIIth corps the troops of Franz Schlik, which, in many people's opinion, would had brought about the encirclement and destruction of Windisch-Grätz's army. Hermann argues against this, writing that during the battle Görgei did not see the necessity of ordering an attack as he had received information that Gáspár's troops were already advancing against Schlik. Hermann also points out that even if the VIIth corps would have attacked, the imperial troops could not be encircled, although their losses would have definitely been heavier.
Görgei is accused of being absent from the battle of Zsigárd, during the Vág river campaign, where his presence would have been decisive in winning that battle. Görgei, by way of excuse, wrote that he wanted to try out his new corps commanders. But this excuse is weak, because during the spring campaign he always was near the battlefield, and helped his corps commanders of that time (Klapka, Damjanich, Aulich, Gáspár), who were much more experienced than the new ones (Knézich, Nagysándor, Asbóth) in June 1849. Furthermore, the plan of the campaign at the Vág river was more complicated, thus harder to accomplish than the spring campaign. So the presence of Görgei was more needed.
After Görgei successfully resisted the Russian attack at the Sajó river, he did not rush to the Tisza river, but sojourned at the Hernád river to join with Dembinski's main army, losing precious time. Hermann excuses Görgei for this, writing that, as with his sojourn at Hernád, he tried to win time for the main army. Then, by forced march Görgei reached Arad, where they were to meet, but instead, Dembinski moved south, to Temesvár, where his troops, led then by Bem, suffered the final defeat, at Haynau's hand.
Summary of battles
The following table shows those battles in which Görgei himself, or those troops and units of which he was their chief commander, took part. Even if he was not always personally present at every battle, he designated their positions, commanded their movements, and sent troops to reinforce critical points.
Works
During the Revolution and Freedom War of 1848–1849 he wrote several proclamations to the army and the nation:
Katonák és nemzetőrök! (Soldiers and National Guards!) – Pozsony 3 November 1848 (in Hungarian),
Szózat. (Appeal) – Pozsony 3 November 1848 (in Hungarian),
A felállítandó magyar honvéd építész-kar érdekében. (On Behalf of the Faculty of Architecture, which Will be Founded) – Pozsony 5 November 1848 (in Hungarian),
Szózat. Önkéntes nemzetőrök! (Appeal. Voluntary National Guards!) – Pozsony 23 November 1848 (in Hungarian),
Szózat a magyar hadsereghez! (Appeal to the Hungarian Army) – No location and date (in Hungarian),
Aufruf an die Herren Ober- und Unteroffiziere und Kadetten der Armee (Appeal to the High- and the Non Commissioned Officers of the Army) – No location and date (in German),
A feldunai magyar királyi hadsereg nyilatkozata. (The Declaration of the Royal Hungarian Army) – Pozsony 10 December 1848 (in Hungarian),
Vitézek! (Brave Warriors!) – No location January 1849 (in Hungarian),
A magyar hadsereghez. (To the Hungarian Army) – Vác 10 April 1849 (in Hungarian),
A magyar hadsereghez. (To the Hungarian Army) – Komárom 29 April 1849 (in Hungarian),
A magyar hadsereg főparancsnoka a néphez. (The Supreme Commander of the Hungarian Army to the Nation) – Budapest end of April 1849 (in Hungarian),
Fölszóllítás! Henczihez (Warning! To Henczi) – Buda 4 May 1849 (in Hungarian),
Görgei to György Klapka – Buda 6 May 1849 (in German),
Görgei a miniszteri tanácshoz. (Görgei to the Ministry Council) – Komárom 2 July 1849 (in Hungarian),
Görgei to Rüdiger – No location Jul 1849 (in German),
Görgei to Paskevich – Rimaszombat 21 July 1849 (in German),
Görgei to the Following Generals: Nagysándor, Leiningen and Pöltemberg – No location 21 July 1849 (in German),
Görgei Rüdigerhez (Görgei to Rüdiger) – Óarad 11 August 1849 (in Hungarian and German),
Polgárok! (Citizens!) – Castle of Arad 11 August 1849 (in Hungarian and German),
Görgei Klapkához (Görgei to Klapka) – Nagyvárad 16 August 1849 (in Hungarian),
Görgei to Baron Stein, the High Commander of the Armies of Transylvania – Nagyvárad 16 August 1849 (in German),
During his life Artúr Görgei wrote several articles and books.
Articles:
Without title. Márczius Tizenötödike. 1848 (70) 5 June (signed Egy quietált huszár főhadnagy = A resigned Hussar lieutenant) (in Hungarian),
Görgei Artúr levele a szerkesztőhöz (Artúr Görgei's Letter to the Editor). Pesti Napló. 1861 február 1 (31/XII) (in Hungarian),
Görgei Artúr nyílt kérelme Kossuth Lajoshoz (Artúr Görgei's Open Demand to Lajos Kossuth). Pesti Napló. 1867 május 29 (126/XVIII) (in Hungarian),
Történészeti megjegyzések, Jókai válaszával (Remarks of a Historian, with the response of Mór Jókai). Hon. 1867 (231/V) (in Hungarian),
Dembinszki emlékiratairól (About Dembinski's Memoirs). Budapesti Szemle. 1875 (XIV) (with János Demár's pseudonym) (in Hungarian),
Kossuth és Görgei. Nyílt levél a szerkesztőhöz és észrevételek Kossuth Irataira. (Kossuth and Görgei. Open Letter to the Editors, and Observations to Kossuth's Writings). Budapesti Szemle. 1881. (XXV) (in Hungarian),
Még egyszer Kossuth és Görgei. Nyílt levél a szerkesztőhöz és észrevételek Kossuth Irataira. (Again about Kossuth and Görgei. Open Letter to the Editors, and Observations to Kossuth's Writings). Budapesti Szemle. 1881. (XXVI) (in Hungarian),
Books:
Über die festen, flüchtigen, fetten Säueren des Cocusnussöles (About the Solid, Volatile, Fat Acids of the Coconut Oil) Offprint from Sitzungsberichte der kais. Akademie der Wissenschaften (1848) (in German),
Mein Leben und Wirken in Ungarn in den Jahren 1848 und 1849 (My Life and Works in Hungary in the Years 1848 and 1849). – II. Leipzig, 1852. (in German, released later also in Hungarian and English) (full text)
Gazdátlan levelek Kiadja Ráth Mór, Pest 1867 (in Hungarian) (full text)
Mit köszönünk a forradalomnak? Franklin Társulat, Budapest 1875 (Anonymously) (in Hungarian) (full text)
Notes
Sources
Nobili, Johann. Hungary 1848: The Winter Campaign. Edited and translated Christopher Pringle. Warwick, UK: Helion & Company Ltd., 2021.
External links
Full public-domain text of Görgey's , in English translation
1818 births
1916 deaths
People from Kežmarok District
Defence ministers of Hungary
Hungarian soldiers
People of the Revolutions of 1848
Hungarian nobility
Hungarian chemical engineers
Hungarian people of German descent
Hungarian expatriates in Austria
Hungarian expatriates in the Czech lands
19th-century Hungarian people
Burials at Kerepesi Cemetery
Recipients of Austro-Hungarian royal pardons
People from Visegrád
Heads of state of Hungary
Heads of government who were later imprisoned
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https://en.wikipedia.org/wiki/Guy%20Sebastian
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Guy Sebastian
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Guy Theodore Sebastian (born 26 October 1981) is an Australian singer-songwriter who rose to fame after winning the first Australian Idol in 2003. Sebastian has since released ten top ten albums, including three number ones. The first seven all gained either platinum or multi-platinum certification. He has also achieved twenty three top twenty singles, with fourteen of them, reaching the top ten, including six number ones. He is the only Australian male artist in Australian chart history to achieve six number one singles, and places third overall for all Australian acts. Ten of his singles have been certified multi-platinum, including the 13× platinum "Battle Scars". His debut single "Angels Brought Me Here" was the highest selling song in Australia in the decade 2000 to 2009. With 69 platinum and seven gold certifications and combined album and single sales of over five million in Australia, he has the highest certifications and sales of any Australian Idol contestant.
Sebastian has worked with a number of notable American musicians, including Brian McKnight, Robin Thicke, Steve Cropper, John Mayer, Jordin Sparks, Eve and Lupe Fiasco. "Battle Scars", a collaboration with Fiasco, spent 20 weeks on the US Billboard Hot 100 chart, peaking at number 71 and achieved platinum certification. "Battle Scars" also reached number two in Norway and New Zealand. Sebastian has reached the top ten in New Zealand with an album and six singles, including two number ones, and gained six platinum and three gold certifications there. In 2015 his Eurovision song charted in the top 50 in five European countries.
During his career Sebastian has received 34 ARIA Award nominations, winning seven including Best Pop Release and Best Live Act. Other awards include the APRA Urban Work of the Year, the [V] Oz Artist of the Year, Urban Music Awards for Best Male Artist and Best R&B Album, and an International Songwriting Competition award for "Battle Scars". Sebastian has sung at many notable events, including performing for Pope Benedict XVI, Oprah Winfrey and Queen Elizabeth II. He has a strong commitment to charity, and was previously an ambassador for World Vision Australia and the Australian Red Cross. He has created his own foundation, The Sebastian Foundation, with his wife Jules. Sebastian was made a Member of the Order of Australia (AM) in the 2019 Queen's Birthday Honours in recognition of his significant service to music and charity. He has served as a judge on Australia's The X Factor from 2010 to 2012 and again from 2015 to 2016, and coach on The Voice Australia since 2019. He represented Australia at the 2015 Eurovision Song Contest, finishing in fifth place.
Early life
Guy Theodore Sebastian was born in Klang, Selangor, on 26 October 1981. His father, Ivan Sebastian, was born in Malaysia and is an ethnic Malaysian Indian of Goan Catholic descent with distant colonial Portuguese roots, while his mother Nellie is an ethnic Eurasian with English and Portuguese ancestry and was raised in Kanpur, India. They met while Ivan was studying geology in India, and married a year later. His mum's curry is considered to be one of his many beloved dishes. Sebastian is the second of four sons. His older brother Ollie was born in India, and his younger brothers Chris and Jeremy were born in Australia after the family migrated there. They lived in Melbourne, Victoria, for several years before moving back to Adelaide due to Ivan's work as a geologist.
As a child, Sebastian took violin lessons; he would later learn to play guitar, drums and piano, although he has had no formal training in these other musical instruments. Sebastian attended King's Baptist Grammar School. He then began studies in medical radiation at the University of South Australia, but left to pursue a career in music. He taught vocals at Temple Christian College and other high schools while also working as a recording engineer and studying music technology at the University of Adelaide's Elder Conservatorium.
Sebastian, former member of the Planetshakers band from 2002 to 2005 was a worship leader and background vocals recording albums for Planetshakers Church at Paradise Community Church conferences, won went on to win the first Australian Idol and become a massive star in the country. He attended Paradise Community Church, an Assemblies of God church and one of the largest churches in Australia, and he became one of their main worship singers, after winning Australian Idol he recorded two albums, Adore in 2004 and Set Me Free in 2008.
Recording career
2003–2004: Australian Idol and Just as I Am
In May 2003, Sebastian successfully auditioned for Australian Idol, singing Stevie Wonder's "Ribbon in the Sky". He progressed through the Idol series, establishing a strong fanbase and praise from the judges, who often made reference to his afro hairstyle which became a focal point of his image. He was declared the winner on 19 November 2003, and gained a recording contract with BMG, which later merged with Sony. Following his Idol win Sebastian was required to record his debut album in six days, but despite this time restriction the album included three songs co-written by him. He then travelled to the UK to compete in World Idol. Although he impressed the judges, with several suggesting he could win the competition, he finished seventh.
Sebastian's winner's single "Angels Brought Me Here" debuted at number one and was the highest selling single in Australia in 2003, reaching 5× platinum certification. In 2010 it was named the highest selling song of the decade 2000 to 2009, ahead of Anthony Callea's "The Prayer". "Angels Brought Me Here" held the record for being the highest selling single ever released by an Australian act until 2011. Sebastian's debut album Just as I Am was released in December 2003 and also achieved number one. Its first week sales of 163,711 units are the second highest one week sales in Australian chart history, the highest for an Australian act. It eventually reached sales just short of 7× platinum, and is the highest selling album ever released by an Australian Idol contestant. "Angels Brought Me Here" also reached number one in Malaysia, Singapore, the Philippines, Indonesia and New Zealand. Just as I Am reached number three and double platinum certification in New Zealand, with "Angels Brought Me Here" achieving platinum certification there. The second single "All I Need Is You" reached number one and platinum in Australia, and peaked at number five in New Zealand. In early 2004 Sebastian appeared at the Asian MTV Awards, was a guest judge on New Zealand Idol and performed on Indonesian Idol. After a promotional trip to Malaysia in April he travelled to Europe and the US to write for his next album, performing on American Idol while in the US.
2004–2007: Beautiful Life and Closer to the Sun
Beautiful Life, Sebastian's second album, had a more R&B edge to it and included songs he co-wrote with Robin Thicke and Brian McKnight and "Forever with You", a duet with American R&B singer Mýa. The lead single "Out with My Baby" debuted at number one in October 2004, and gained platinum certification. Sebastian performed at the 2004 ARIA Music Awards where he received the award for the Highest Selling Single for "Angels Brought Me Here", and the Channel V Oz Artist of the Year Award. He was also nominated for Highest Selling Album for Just as I Am. Beautiful Life peaked at number two and was also certified platinum. Sebastian embarked on a national tour in November, with a second stage from March to June 2005. Sebastian performed at the 20th Anniversary SAFM Sky Show in Adelaide in front of approximately 150,000 people along with Slinkee Minx, one of the largest open-air concerts held in Australia in 2005. Two further singles were released from the album, "Kryptonite" which peaked at number fifteen, and "Oh Oh" at number eleven. In 2005 Sebastian received awards for Favourite Video, Favourite Music Artist, and Favourite Aussie at the Nickelodeon Kid's Choice Awards, and a MTV Video Music Award for "Out with my Baby". He also received a Highest Selling Album ARIA Award nomination for Beautiful Life, and was named as a state finalist in the Young Australian of the Year Awards.
Between May and August 2006, Sebastian appeared as a mentor on the inaugural It Takes Two, in which performers from non-musical fields are teamed with professional singers to perform a duet each week. Sebastian's partner was three-time Australian Olympic swimmer Sarah Ryan and they finished second. During this period Sebastian also recorded his third album Closer to the Sun which was a mix of genres including pop, R&B, soul, pop rock and jazz and mainly co-written with Australian musicians. The lead single "Taller, Stronger, Better" debuted at number three in August 2006, and achieved gold certification. The album peaked at number four and was certified platinum. The second single "Elevator Love" reached number 11 and gold certification. The video featured Jennifer Hawkins as his love interest. Sebastian received an award for most played Urban work for "Oh Oh" at the 2006 APRA Music Awards. "Oh Oh" was also awarded Best Video and Sebastian named Best Male Artist at the Urban Music Awards, and for the second year in succession he received the Fav Aussie award at the Nickelodeon Kids Choice Awards. Closer to the Sun'''s third single "Cover on My Heart" was released in August 2007, peaking at number thirty two on the ARIA Singles Chart. Closer to the Sun was named Best Album at the 2007 Urban Music Awards and Most Popular Album at the Dolly Teen Choice Awards.Dolly Teen Choice Awards: Winners 07. servinghistory.com. Archived from the original on 21 January 2012.
2007–2008: The Memphis Album and Tour
In early 2007 it had been announced Sebastian would be recording a tribute album of soul classics in Memphis, Tennessee with Stax musicians who played on and wrote some of the original songs. The album was recorded at Ardent Studios, Memphis in August 2007, with Steve Cropper, Donald 'Duck' Dunn, and Steve Potts (a.k.a. The MGs), with Lester Snell on keyboards. Cropper also co-produced the album with Sebastian, which was recorded on analogue tape live in the studio. Sebastian wrote about his time in Memphis in a series of blogs for Australian newspapers, "I started recording four days ago with the band members from Booker T and the MGs. And in the four days, we cut 15 tracks. It's been such a great experience to watch these guys work. I mean, they are mostly in their late 60s and have such a wealth of experience." Cropper later spoke on AllMemphisMusic, an online Memphis radio station, "This kid came into Memphis, and just blew everybody's socks off. [...] he just took us by storm." Shortly after Sebastian's return to Australia it was announced that The MGs would tour Australia with him in early 2008. The Memphis Album debuted at number three in November 2007, and was the seventh highest selling Australian artist album of the year.ARIA End Of Year Charts – Top 50 Australian Artist Albums 2007. Australian Recording Industry Association. Archived from the original on 23 January 2012. The critically acclaimed album reached double platinum certification in 2008.ARIA Charts – Accreditations – 2008 Albums. Australian Recording Industry Association. Retrieved 28 August 2009. Memphis Flyer, a weekly alternative newspaper serving the Memphis area wrote a series of articles about Sebastian recording with The MGs. AllMemphisMusic, which specialises in playing music originating from Memphis, began playing The Memphis Album songs in late December 2007. They also had two special programs featuring songs from the album and interviews with some of the people involved in recording it.
The MGs came to Australia in February 2008 to be Sebastian's backing band for his national tour. He spoke on radio about what it felt like fronting the MGs, "There were so many moments when I just had to take a step back and think 'This is unbelievable'. Like the history that is behind me, and I'm singing these songs. You know they start playing Dock of the Bay, and the guys that played it are on the stage. You know the guy who wrote the song with Otis Redding is playing guitar." Cropper later spoke on AllMemphisMusic, "hearing him singing our music, which was born and raised and produced and recorded in Memphis, Tennessee. [...] It just filled our hearts." One of the Melbourne concerts was filmed for a live DVD/CD titled The Memphis Tour. Sebastian was nominated for a Helpmann Award for Best Performance in an Australian Contemporary Concert for The Memphis Tour, and was awarded two Australian Club Entertainment Awards, best Original Music Performer and Outstanding Club Performer of the Year.11th Australian Club Entertainment Awards . ACE Awards. Retrieved 27 February 2009. The Memphis Album received a nomination for Highest Selling Album at the 2008 ARIA Awards, his third album to be nominated in this ARIA Awards category. He travelled to the US several times after The Memphis Tour to write for his fifth album, spending time with Cropper in Nashville on these trips.Guy Sebastian 'could not stop staring' at Nicole Kidman. news.com.au. 1 July 2008. Archived from the original on 21 January 2012.
2008–2010: Like It Like That
In 2008 Sebastian was signed to release an album in the US, and in November he returned to America to work on it. He recorded songs with John Mayer's band, and John Mayer himself played guitar and sang backing vocals on three of the tracks. He moved to New York in early 2009 to prepare for the release of the US album which was a mix of Memphis soul covers and original songs. He performed showcases at the SXSW Music Festival in Austin Texas, and a residency at the Drom in New York.Nanton, Nick Texas and Australia Collide!!…???. D&N Dicks $ Nanton P.A. Archived from the original on 21 January 2012. His song "Like It Like That" was chosen as the theme song for the NBC network's summer promotional campaign.Guy Sebastian's hit song will be used for US TV promotion. The Daily Telegraph, 13 May 2009. Archived from the original on 21 January 2012. The US release was then delayed due to restructuring of Victor Records, but it was later reaffirmed the album would be released in 2010. "Like It Like That", the title track of Sebastian's fifth album, was released in Australia in August 2009 and reached number one. It was the highest selling Australian artist song in 2009, and achieved 4× platinum certification.ARIA Charts - Accreditations - 2014 Singles. Australian Recording Industry Association. Retrieved 14 March 2014 Like It Like That, an original soul album with all songs written or co-written by Sebastian, was released in October 2009. It reached number six and was certified platinum.ARIA Charts – Accreditations – 2010 Albums. Australian Recording Industry Association. Retrieved 8 June 2010.
"Art of Love", a duet with Jordin Sparks was released as the second single. It peaked at number eight and reached double platinum certification. It also charted at number seven in New Zealand, gaining gold certification there. Two further singles, "All to Myself" and "Never Hold You Down", did not chart in the ARIA top 50.Guy Single #4. auspOp. 27 May 2010. Archived from the original on 21 January 2012. Sebastian toured in Australia during February 2010 and again in June and July.The Bring Yourself Tour!. Guy Sebastian official website. 11 May 2010. Archived from the original on 21 January 2012. The US album, now identical to the Australian album, was given limited release on the Red Ink label in June 2010, with distribution via iTunes and Barnes & Noble stores. He was chosen as a judge on the 2010 series of Australia's The X-Factor, and to fulfil commitments to X-Factor and also the release of his album in America Sebastian divided his time between Australia and the US during the show. He toured the US West Coast between July and September, including guest performances singing "Art of Love" with Sparks at three of her Battlefield Tour concerts, and also played support for Chicago at a concert in Oregon.Jordin Sparks and Guy Sebastian sing 'Art of Love' Nokia Theater, LA.mjsbigblog.com. 10 July 2010. Archived from the original on 21 January 2012. Sebastian was nominated for six ARIA Music Awards for Like It Like That. He received nominations for Best Pop Release, Best Male Artist, Most Popular Australian Album and Most Popular Australian Artist, with "Like It Like That" and "Art of Love" receiving nominations for Most Popular Single.
2010–2011: The X Factor and Twenty Ten
In 2010 Sebastian was selected as a judge on the Australian series of The X Factor. It is a talent competition where the judges also mentor the contestants. The contestants are selected by all the judges at the auditions, and the chosen acts are divided into four categories, Boys, Girls, Over 25s and Groups. Each judge is given a category and has to reduce their acts to three. The three acts from each category then compete in the live shows with continuing help from their mentors. Sebastian was given Groups in 2010, and was assisted in choosing his final three acts by Rai Thistlethwayte, lead singer of Thirsty Merc, Snoop Dogg and Usher. Sebastian released a retrospective album titled Twenty Ten in November 2010. The album reached number four on the ARIA Album Chart. It spent twelve weeks in the top ten and was the fifth highest selling Australian artist album of 2010. It was certified double platinum in 2014. It also reached number twenty four on the New Zealand Albums Chart. The album was a two disc release. The first disc had 18 songs from his previous albums and two new tracks, with the second disc containing acoustic versions of ten of the songs. "Who's That Girl" featuring US rapper Eve, was released as the only single. The dance-driven electro R&B song was a departure from Sebastian's previous pop, R&B and soul releases. Eve performed the song with Sebastian on The X Factor Grand Final. "Who's That Girl" reached number one and 5× platinum certification in Australia, and number one and platinum in New Zealand.
With the release of Twenty Ten Sebastian had completed the terms of his original contract with Sony, but re-signed with them for another long-term contract. He supported Boyzone on their 2011 UK tour, and Lionel Richie on his Australian and New Zealand tour.Boyzone Brother Tour support announcement. Boyzonebrotheralbum.com. 7 February 2011. Archived from the original on 21 January 2012. They re-recorded Richie's 1983 single "All Night Long" to raise money for Australian and New Zealand flood and earthquake relief. The track was produced by RedOne. Richie and Sebastian performed the song together at most of the concerts on the Australian leg of the tour. It peaked at number twelve in New Zealand and number twenty six in Australia. Sebastian received the 2011 Australian Club Entertainment Award for best Original Music Performer, and a Mo Award for Rock Performer of the Year.2011 Mo Award Winners Mo Awards Inc. Archived from the original on 21 January 2012. He also won the Highest Selling Single ARIA Award for "Who's That Girl", and received nominations for Single of the Year, Best Pop Release and Most Popular Australian Artist. Sebastian continued as a judge on the 2011 The X Factor. He mentored the Boys and was assisted in choosing his final three by Wynter Gordon and Beyoncé. Reece Mastin who was in his group was the winner.
2011–2013: Armageddon
In November 2011 "Don't Worry Be Happy", a pop song Sebastian wrote after encountering an angry motorist in Los Angeles, was released as the lead single of his seventh album Armageddon. It peaked at number five and reached 5× platinum certification.
Sebastian spent time in the US in early 2012 working on the album, and "Gold", an uptempo soul track, was released as the second single in May. It peaked at number ten, gaining platinum certification. Sebastian toured nationally during June and July to showcase new songs. In 2012, Sebastian appeared as a judge on The X Factor for a third and final year (until 2015). He was given the Over 25s, and was assisted in selecting his final three by Alicia Keys. His contestant Samantha Jade was the winner. Armageddons third single "Battle Scars", an R&B ballad featuring a hip hop rap by Lupe Fiasco, was released in August. It debuted at number one, Sebastian's sixth number one single in Australia. He has the most number one singles for an Australian male artist in Australian music history, and is third overall for all Australian acts. Only Kylie Minogue and Delta Goodrem have achieved more.Ryan, Gavin (25 December 2010). ARIA Chartifacts 27-December-2010. Australian-charts.com. Archived from the original on 21 January 2012. "Battle Scars" was the third-highest selling single in Australia in 2012 and the highest-selling single by an Australian act. It reached 12× platinum in 2020. "Battle Scars" also reached number two and double platinum certification in New Zealand.Official New Zealand Music Chart – 26 November 2012. Recording Industry Association New Zealand (RIANZ). Archived from the original on 25 November 2012.
Fiasco added "Battle Scars" to his fourth album, Food & Liquor II: The Great American Rap Album Pt. 1 in countries other than Australia, and it was released as the fourth single on 28 August 2012.James, Jessie (21 August 2012). Guy Sebastian Lupe Fiasco Battle Scars. Stupid Dope. Archived from the original on 21 August 2012. He came to Australia in mid September to promote the single and the release of his album, and he and Sebastian performed "Battle Scars" live for the first time on The X Factor. They also performed the song in America on the Late Show with David Letterman.Lupe Fiasco & Guy Sebastian – Battle Scars – David Letterman 9-27-12. YouTube. 28 September 2012. Retrieved 28 September 2012. It was used in the US in the TV promotion for the movie Red Dawn. "Battle Scars" spent 20 weeks on the Billboard Hot 100 chart, peaking at number 71. It also reached number 23 on the Billboard Digital Song Chart and number one on the R&B/Hip-Hop Digital Song Chart.Adams, Cameron (11 September 2012). Guy Sebastian's ARIA number one song Battle Scars with Lupe Fiasco hits 73 on the US Billboard Hot 100. news.com.au. Archived from the original on 29 January 2013. It has been certified platinum in the US for sales of one million. The song also spent 13 weeks in the top ten in Norway, including six weeks at number two, and reached 46 and gold certification in Sweden.
Armageddon was released on 12 October 2012. It reached number one in its seventh week and achieved double platinum certification.ARIA Charts - Accreditations - 2012 Albums. Australian Recording Industry Association. Retrieved 27 January 2013 After only 12 weeks of sales the album was the ninth highest selling album in Australia in 2012, the second highest selling album by an Australian act. Sebastian was nominated for three 2012 ARIA Awards. He received nominations for Best Pop Release and Best Male Artist for "Battle Scars", and "Don't Worry Be Happy" was nominated for Song of the Year. Sebastian and Fiasco performed "Battle Scars" at the Awards. "Battle Scars" was also nominated for an American NAACP Image Award for Outstanding Duo, Group or Collaboration. The fourth single "Get Along", a song about the harm caused by religious, cultural and racial intolerance reached number five and triple platinum certification. The song also reached number nine and gold certification in New Zealand. In early 2013 Fiasco and Sebastian continued the US promotion of "Battle Scars", performing on Late Night with Jimmy Fallon and Conan.Lupe Fiasco feat. Guy Sebastian "Battle Scars" 02/13/13 . teamcoco.com. 14 February 2013. Retrieved 14 February 2013 From March to June 2013 he toured Australia with the 47-date Get Along Tour. Sebastian won two 2013 ARIA Awards, Best Pop Release for Armageddon, and Best Live Act for the Get Along Tour. He was also nominated for Album of the Year and Best Male Act for Armageddon and Song of the Year for "Get Along".27th ARIA Award Nominations. Australian Recording Industry Association. 15 October 2013. Archived from the original on 15 October 2013.
2013–2016: Madness and Eurovision Song Contest
In October 2013 Sebastian released "Like a Drum", the lead single from his eighth studio album. Debuting at number four, it became his 12th top ten single in Australia, and his tenth to reach the top five. It was certified 4× platinum in Australia. Sebastian opened for Taylor Swift on the Australian leg of her Red Tour. "Like a Drum" was released in the United States, Canada, and Europe in January 2014 through The Cherry Party and RCA Records. The song reached number 20 on the Billboard Dance Club Chart and 49 and platinum certification in Sweden.Guy Sebastian on Swedish Charts. Sverigetopplistan archives. Hung Medien. Retrieved 28 June 2014 The second single, "Come Home With Me", reached number 13 on the Aria Singles Chart and platinum certification. The third single, "Mama Ain't Proud" featuring 2 Chainz, peaked at number 17 and reached gold certification. Sebastian received two 2014 ARIA nominations, Best Male Artist for "Come Home With Me" and Song of the Year for "Like a Drum". Sebastian's eighth album, Madness, was released on 21 November 2014 and debuted at number six and was certified gold. The album also reached number 34 in Sweden in 2015.
The fourth single "Linger" reached number 17 and platinum certification. Sebastian held an arena tour in Australia in February 2015 to support the album release. "Like a Drum" received 2015 APRA nominations for Pop Work of the Year and Most Played Australian Work. Sebastian was chosen as the Australian entrant in the Eurovision Song Contest 2015, making him the first artist to represent Australia in the competition. He performed the song "Tonight Again", and placed fifth in the competition overall. "Tonight Again" debuted at number 12 in Australia. It also charted at number five in Iceland, 16 in Austria, 22 in Sweden and reached the top 50 of the German and Swiss charts. It achieved gold certification in Sweden. Sebastian toured in Europe in August and September, performing in Sweden, Germany, Norway and The Netherlands. He was nominated for 2015 ARIA Award for Best Male Artist for "Tonight Again". He returned to the judging panel of the Australian version of The X Factor after a two-year absence. In November 2015 he released "Black & Blue". The song reached number 17, and achieved platinum certification. In January and February 2016 he held a 35 date Australian regional tour. Sebastian received 2016 ARIA Award nominations for Best Male Artist and Best Video for "Black & Blue".
2016–2017: Part 1 EP and Conscious
In late 2016 Sebastian released two singles, "Candle" which peaked at 59, and "Set in Stone" which reached number 11, and has been certified double platinum.The ARIA Report – Issue #1386. Australian Recording Industry Association Retrieved 12 November 2016 Sebastian released Part 1 EP in December 2016. It was released digitally on 2 December, and peaked at number 31 on the ARIA Album Chart. The physical cd was released on 16 December. A third single, "Mind On You", did not chart. In March and April 2017 Sebastian toured the Australian eastern states to preview songs from his next album. In September 2017, Sebastian released the single "High On Me" and announced his album Conscious would be released on 3 November 2017. He also announced a November tour of the mainland capital cities and Newcastle. "Keep Me Coming Back" and "Vesuvius" were released as promotional singles from Conscious, ahead of the album release. It was also confirmed "Set in Stone" was also included in the album. "Set in Stone" was nominated for an ARIA Award for Song of the Year. "Bloodstone", the second official single peaked at number 59 and was certified platinum, with Conscious debuting at number four.
2018–2022: T.R.U.T.H.
On 4 October 2018, Sebastian released "Before I Go", the lead single from his ninth studio album, T.R.U.T.H. It peaked at number 43 and was certified platinum. He has been a coach on The Voice Australia since the 2019 season. Sebastian was made a Member of the Order of Australia (AM) in the 2019 Queen's Birthday Honours in recognition of his "significant service to the music industry and charitable initiatives". In June 2019 he released the single "Choir", reached number seven, and has been certified 4x platinum. Sebastian toured Australia in September and October with his Ridin' With You Tour. On 1 October 2019, it was announced that Sebastian would host the ARIA Music Awards of 2019. He received 2019 ARIA Award nominations for Best Male Artist and Best Pop Release, and won for Best Video and Song of the Year for "Choir". The single "Standing with You" was released in June 2020 and peaked at number ten, Sebastian's 14th top ten single in Australia. It has reached gold certification.
In October 2020, Sebastian released his ninth studio album, T.R.U.T.H., which debuted at number 1 on the ARIA charts, becoming Sebastian's third career ARIA number 1 album. The album has been certified gold. Sebastian won ARIA Award for Best Video for "Standing With You" at the 2020 ARIA Music Awards.
2023: "I Choose Good"
In August 2023, Sebastian announced the release of "I Choose Good"; the first new music in three years.
Artistry
Musical style and influences
Sebastian cites a number of musicians as his musical influences, including Sam Cooke, Otis Redding, Donny Hathaway, Stevie Wonder, Chicago, and Boyz II Men. His music has crossed many genres, including pop, R&B, funk, smokey soul, gospel, jazz, pop rock, Memphis soul covers, '60s soul/pop and electro R&B.Undercover interviews Guy Sebastian. uctv.com.fm. Archived from the original on 21 January 2012. While Sebastian's first three albums showed elements of soul, it was The Memphis Album which consolidated his reputation as a soul musician. Reviewers almost unanimously agreed he had captured the spirit and essence of the Memphis soul classics. It was the critical and public reception for The Memphis Album which gave Sebastian the confidence to stay with the soul genre for his fifth album, Like It Like That. In an interview with The Age he said he was told early in his career, "If you self-indulge and just do what you're into, you're going to corner your market. Soul music isn't big here." but "the most comfortable I've ever felt in the studio was during The Memphis Album. And the success of that prompted me to make a record like this one. Because I realised that this isn't obscure music."
The Daily Telegraph music editor Kathy McCabe said: "Sometimes it takes four records, with a detour into 'concepts' covers territory to find where you fit. Sebastian has found his niche with Like It Like That, which expertly balances the line between radio friendly pop and classic soul." Paul Cashmere from Undercover wrote: "By covering the classics on The Memphis Album Guy Sebastian discovered Guy Sebastian. [...] If The Memphis Album was Guy's initiation into becoming a Soul Man then Like It Like That is the graduation." In an interview for the release of his seventh album Armageddon, Sebastian spoke of how much The Memphis Album still influences his music: "I got to work with some people who were instrumental in shaping the careers of artists who heavily influence me. Artists like Otis Redding, Sam & Dave and Sam Cooke. Being entrenched in that sort of environment really caused me to go 'You know what dude. Do what you want to do. Do what comes natural to you'. [...] From that Memphis thing a few years ago it's always going to start with me being true to who I want to be and what I enjoy singing."
Songwriting and production
Sebastian began writing songs before entering Australian Idol. "All I Need Is You", the second single from his debut album Just as I Am was written when he was a teenager, and fine-tuned during his time on Idol. He also wrote gospel songs for his church during his teenage years. One of them, "Adore", was included in their 2004 album Paradise Live: Adore. Sebastian wrote or co-wrote most of the songs on his albums Beautiful Life and Closer to the Sun, and all the tracks on his albums Like It Like That and Armageddon. In an article in The Daily Telegraph, Kathy McCabe said of his songwriting skills, "Sebastian has matured into a genuine hitmaker, his gift with melody so finely-honed he can pretty much punch out a catchy number in his sleep." Jamie Horne wrote in The Border Mail, "The inaugural winner's longevity [...] can be attributed to the fact that he's an accomplished musician and songwriter" and AllMusic reviewer Jon O'Brien said, "it's a testament to his vocal abilities and songwriting skills that, unlike many of his fellow winners, he's remained popular enough to see out his rather ambitious Sony contract [...] a subtle and natural progression with each album, explains why he's managed to survive once the show's publicity machine died down."O'Brien, Jon. Twenty Ten: Greatest Hits. allmusic.com. Archived from the original on 29 January 2012.
In 2008 "Receive the Power", a gospel song written by Sebastian and Gary Pinto, was chosen as the official anthem for the Roman Catholic Church's XXIII World Youth Day. "Art of Love", co-written by Adam Reilly, was shortlisted for the APRA Song of the Year in 2010. "All to Myself", written with Carl Dimataga, and "Who's That Girl" were shortlisted for the 2011 APRA Song of the Year, with "Who's That Girl" winning the APRA Award for Urban Work of the Year.Kelton, Sam (22 June 2011). Our Guy, his girl crowned the best. Adelaide Now. Archived from the original on 21 January 2012. "Don't Worry Be Happy" was shortlisted for the 2012 APRA Song of the Year. "Battle Scars" won the R&B/Hip category in the 2013 International Songwriting Competition. "Get Along" was a finalist in the Pop/Top 40 category, and was awarded an honourable mention.International Songwriting Competition Winners. International Songwriting Competition. Archived from the original on 30 April 2013. "Get Along" was also one of the final five nominees for the 2013 APRA Song of the Year. "Set in Stone" was shortlisted for the 2017 APRA Song of the Year, and "Black & Blue" was nominated for Pop Work of the Year..A.B. Original and Flume lead 2017 APRA Song of the Year Top 20. APRA AMCOS. January 2017. Archived from the original on 17 March 2013.
Sebastian has a worldwide, long term publishing agreement with Universal Music Publishing. He has written songs for other artists, including co-writing "Dot Com", a song performed by Usher on Rhythm City Volume One: Caught Up. He also has an interest in production and co-produced The Memphis Album with Steve Cropper. He has his own recording studio, Cooper Lane Studio, where he produces and engineers some of his music, and which is also used by other musicians. He produced a song called "Think of Me" for 2009 Australian Idol Stan Walker's debut album, as well as playing most of the musical instruments on the track.
Notable performances
World Youth Day, July 2008: "Receive the Power" a song written by Sebastian and Gary Pinto was chosen as the official anthem for the Roman Catholic Church's XXIII World Youth Day (WYD08) held in Sydney in 2008. The song also features the vocals of Paulini Curuenavuli, who competed with Sebastian on the first season of Australian Idol. "Receive the Power" was released in English and also an international version with the chorus in English and verses in Italian, Spanish and French. It was used extensively throughout the six days of World Youth Day in July 2008, and also in the television coverage which went around the world. Sebastian and Curuenavuli performed both the English and International versions at the final Mass at Randwick Race Course on 20 July which was attended by 400,000 people.400,000 Faithful for World Youth Day Final Mass. Catholic Online. 20 July 2008. Archived from the original on 22 January 2012. They also performed "Receive the Power" at the Pope's Farewell.
Olivia Newton-John & Friends Concert, September 2008: This concert was held at the State Theatre in Sydney to raise funds for Newton-John's Cancer and Wellness Centre Appeal. Sebastian was chosen to sing a duet with Newton-John. They sang her iconic hit from Grease, "Summer Nights".
Oscar Haven – Los Angeles, February 2009: Sebastian was a headline act at an Oscar Haven party hosted by Stardust Pictures and Jamie Kennedy. Haven is held during Oscar week and invitees include Film Academy nominees as well as actors and insiders from film, television and music industries.
9th Annual NON-COMMvention – Philadelphia, May 2009: Sebastian performed with Steve Cropper and David Ryan Harris at the 9th Annual NON-COMMvention. The event is the premier annual conference for North America's non-commercial Triple A radio.
Australian launch of Michael Jackson's This Is It DVD, March 2010: Sebastian and Delta Goodrem were chosen by the Jackson estate to perform at the Australian launch of This Is It. They performed "Earth Song". The invitation only event was attended by the film's director Kenny Ortega and Jackson's brother Jackie Jackson
Oprah Winfrey's official welcome to Sydney and wrap up party, December 2010: Sebastian was the guest performer at an event at Sydney's Botanical Gardens to officially welcome Oprah Winfrey and her American audience members to Australia. Winfrey was in Australia to record two of her shows at the Sydney Opera House. Sebastian sang for Winfrey a second time when she requested he perform at her private crew wrap-up party.Prior, David (24 December 2010). Guy Sebastian on Oprah's charms. 2UE Fairfax Media. Archived from the original on 3 February 2012.
G'Day USA, January 2011 and 2012: G'Day USA is an annual two-week program designed to showcase Australian business capabilities, and is the largest foreign country promotion held in the US. Sebastian and the Qantas Choir were the entertainers at the 2011 Black Tie Gala in Los Angeles. Sebastian performed his own songs and also a medley of Bee Gees songs prior to Barry Gibb being honoured for excellence in Music at the event. During G'Day USA 2012 he performed at the American Australian Association Black Tie Gala in New York and the Australian American Chamber of Commerce Gala in Houston Texas.Join us in celebrating the dramatic and diverse wonders of this amazing Land Down Under. aacc-houston.org. Archived from the original on 25 January 2012.
Grammy week – Los Angeles, February 2011: During Grammy week each year there are many events leading up to the Grammy Awards night. Sebastian was invited to perform at two of these events in 2011. He performed at The Black Eyed Peas Peapod Benefit Concert which was attended by musicians, DJ's, philanthropists, Hollywood celebrities and industry executives. He also performed at the Roots Pre Grammy Jam Session. The Roots are a Grammy Award winning hip hop and neo soul American band. During Grammy week they hold a jam session and invite other musicians to perform with them. Their 2011 jam session was hosted by Jimmy Fallon and other performers included Sara Bareilles, Lalah Hathaway, Booker T. Jones and Chaka Khan.
CHOGM 2011 Opening Ceremony – Perth, Western Australia October 2011: Sebastian performed "Agents of Change", a song written by him especially for the event, at the opening ceremony of the biannual Commonwealth Heads of Government Meeting (CHOGM). In attendance at the ceremony were Queen Elizabeth II, Prime Minister Julia Gillard, the Secretary-General of the Commonwealth and heads of government from all 53 Commonwealth nations.
The GRAMMY Foundation's 15th Annual Music Preservation Project – Los Angeles, February 2013: Held each year during Grammy Week, in 2013 the event was "Play It Forward: A Celebration Of Music's Evolution And Influencers". It explored the history of legendary influencers in music, the music they inspired and their impact on the American cultural landscape. Lupe Fiasco and Sebastian were chosen to perform "Battle Scars" as the finale of the concert. Other performers included Dionne Warwick, LeAnn Rimes and Ed Sheeran.
Court
In May 2022, Sebastian started a court case against his former manager, Titus Day, accused of embezzling $900,000. Several days into the trial, District Court of New South Wales Judge Peter Zahra died after suffering a stroke before the court session on Friday 6 May. On Monday 9 May, Judge James Bennett addressed the court and announced his colleague's death and that the case would resume before another judge a week later. In June, Day was found guilty of having embezzled Sebastian of $620,000.Guy Sebastian’s former manager Titus Day secures big court win News.com.au 12 July 2022
Personal life
In late 2007, after eight years of courtship, Sebastian and girlfriend Jules Egan became engaged. They were married in Manly, New South Wales, on 17 May 2008. They have two sons born on 3 March 2012 and 17 April 2014.Hull, Christian (19 April 2014).Guy Sebastian Welcomes a Baby Boy!. safm.com.au. Archived from the original on 19 April 2014.
He has a net worth of $11 million.
Charitable work
Throughout his career Sebastian has had a strong commitment to charity. He has been an ambassador for the Ronald McDonald House charities, and is currently an ambassador for the Australian Red Cross and Golden Stave, which is the Australian music and entertainment industry's charity fund raising organisation.The Golden Stave Hall of Fame Dinner 2008. Golden Stave. Archived from the original on 22 January 2012. He is also an ambassador for World Vision Australia, and in 2005 he travelled to Uganda to film a World Vision documentary "An Idol in Africa" for a Network Ten television special.Guy Sebastian World Vision Documentary. Google Videos. Retrieved 26 February 2009 Sebastian has continued his work with World Vision, supporting the Child Rescue program and the 40 Hour Famine. He has also been involved in the Make Poverty History coalition of which World Vision is a part. In 2008 he was presented with the Extreme Inspiration Award at the Dolly Teen Choice Awards for his continuing support of World Vision. Sebastian is also strongly committed to the Sony Foundation, which raises funds to help young Australians facing homelessness, severe illness, disability and isolation. In 2009 the Sony CEO Denis Handlin said: "Every time I've asked Guy to get involved with the Sony Foundation through charity he's been completely proactive. Guy's been such a great ambassador for that, and a lot of it is under the radar but it just tells you so much about what a decent human being he is."
Sebastian contributes to many other charitable projects. In 2005 he was the guest performer on the annual Indian Pacific Outback Christmas Journey which raises money for the Royal Flying Doctor's Service. In 2008 he performed a series of 11 concerts with the Australian Army Band to raise funds for Legacy. Legacy is a voluntary organisation which supports the families of deceased veterans. The concerts were held in theatre venues around Australia and the funds raised went to the local Legacy branch in the area each concert was held. Sebastian regularly performs at other fundraising events including Brisbane radio station B105's Christmas appeal for the Royal Children's Hospital, and Perth's annual Telethon. He also donates his time to annual Christmas carol events such as Carols in the Domain, Vision Australia's Carols by Candlelight, and Brisbane's Carols in the City.A Proud History. visionaustralia.org. Archived from the original on 22 January 2012. His songs are frequently featured on charity CDs including the Salvation Army Christmas fundraising CDs, The Spirit of Christmas albums.Myer Continues To Share The Spirit Of Christmas (pdf). salvos.org.au. Archived from the original on 22 January 2012. Sebastian also makes unofficial appearances at hospitals several times a year. Sebastian was an ambassador for the 2020 MEN-tality project for Beyond Blue shot by Peter Brew-Bevan, alongside Osher Gunsberg, Rodger Corser and Andrew Tierney.
In 2013, Sebastian and his wife Jules formed The Sebastian Foundation.
Discography
Studio albums
Just as I Am (2003)
Beautiful Life (2004)
Closer to the Sun (2006)
The Memphis Album (2007)
Like it Like That (2009)
Armageddon (2012)
Madness (2014)
Conscious (2017)
T.R.U.T.H. (2020)
Awards and nominations
Sebastian has been nominated for numerous awards during his career, winning many of them. These awards and nominations include ARIA Awards, ARIA No. 1 Chart Awards, APRA Awards, Australian Club Entertainment Awards, Nickelodeon Kids Choice Awards, Urban Music Awards, and a Channel V Artist of the Year Award.
Tours
2004–05: Beautiful Life Tour
2007: Closer to the Sun Tour
2007: Acoustic Tour
2008: The Memphis Tour
2009: Live & By Request Tour
2010: Like It Like That Tour
2010: Bring Yourself Tour
2010: Like It Like That Tour (USA)
2012: Armageddon tour
2013: Get Along Tour
2015: Madness Tour
2015: Madness European Tour
2016: You...Me...Us Tour
2017: Sub-Conscious Tour
2017: Conscious Tour
2018: Then and Now Tour
2019: Ridin' With You Tour.
2022: T.R.U.T.H. Tour
2022: T.R.U.T.H. on the East Side TourJoint tours 2004: Australian Idol in Concert
2007: Guy & the Australian Philharmonic Orchestra
2008: Army in Concert with Guy SebastianSupport tours'''
2011: Boyzone Tour (United Kingdom)
2011: Lionel Richie Tour (Australia and New Zealand)
2013: Red Tour (Australia)
2017: Love Always Tour (United Kingdom)
See also
List of best-selling singles in Australia
List of artists who reached number one on the Australian singles chart
References
External links
The Sebastian Foundation website
1981 births
21st-century Australian male singers
Planetshakers members
Planetshakers Church
Musicians from Adelaide
Australian performers of Christian music
Australian Christian Churches people
Australian evangelicals
Australian gospel singers
Malaysian Christians
Australian Idol winners
APRA Award winners
ARIA Award winners
Australian contemporary R&B singers
Australian male singer-songwriters
Australian people of English descent
Australian people of Indian descent
Australian people of Portuguese descent
Australian people of Sri Lankan Tamil descent
Australian people of Tamil descent
Australian pop singers
Australian record producers
19 Recordings artists
Australian soul singers
Eurovision Song Contest entrants of 2015
Eurovision Song Contest entrants for Australia
Indian people of Portuguese descent
Living people
Malaysian emigrants to Australia
Malaysian people of English descent
Malaysian people of Indian descent
Malaysian people of Portuguese descent
Malaysian people of Sri Lankan Tamil descent
Members of the Order of Australia
Naturalised citizens of Australia
Neo soul singers
People from Selangor
People who lost Malaysian citizenship
RCA Records artists
Sony Music Australia artists
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https://en.wikipedia.org/wiki/Laurence%20Hartnett
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Laurence Hartnett
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Sir Laurence John Hartnett CBE (26 May 18984 April 1986) was an engineer who made several important contributions to the Australian automotive industry, and is often called "The Father of the Holden".
Childhood
Hartnett was born into a middle-class family in Woking, England. His mother, Katherine Jane Taplin, was the daughter of Wiltshire farmer George Taplin and his wife Kate. His father, Irish born John Joseph Hartnett, was a doctor and inventor of patent medicines from Clonakilty, County Cork, who had an M.D. from Dublin and in 1892 had published a pamphlet on the treatment of tuberculosis. In addition he had invented an inhaling machine by means of which tubercular patients could breathe fresh, dry, medicated air. John Hartnett and Katherine Taplin married in Portsmouth on 1 May 1897 and went to live in Woking where in March of the following year their only child, Laurence (known as Larry) was born. The latter, however, was to retain no memory of his father who died nine months later. Shortly afterwards, mother and son went to live with Katherine's childless sister and brother-in-law for whom Katherine acted as housekeeper, initially in Southsea and then in Kingston-upon-Thames. Larry began his schooling in 1903 in the home of a pair of middle-aged spinsters who taught him and some eight or nine other children in their dining room. From there he graduated two years later to Kingston Grammar School and from 1909 he attended Epsom College, which specialised in educating the sons of doctors who were, themselves, generally destined to enter that profession. Larry had obtained a foundation scholarship, offered to those doctors’ sons whose families could not afford the fees. In his first year, the school’s Natural History Society created an Aeroplane Section in which he took a close interest, pasting photos of aircraft and newspaper cuttings about aviation into an exercise book as well as making detailed drawings of their parts and participating in the construction of a full-sized glider which the Section launched on a five hundred metre flight in 1912. Epsom was the first school in England to include aeronautical training as an optional extra subject. While College records show that Hartnett did not on the whole shine academically, in 1914 an essay he wrote on China won the Epsom College geography prize for which he received a book called Engineering Today by Thomas Corbin.
Early career
After leaving school in 1915 he became a management apprentice with British arms manufacturer Vickers Ltd, demand for whose products had been heightened by the outbreak of war with Germany in the previous year. In the day-time his training focussed on industrial management at the company’s Crayford plant while in the evenings he studied theoretical subjects such as metallurgy and mathematics at a nearby technical school. Then in March 1918 he decided to enlist in the war, entering the Royal Naval College at Greenwich as a Probationary Flying Officer, a rank he retained till hostilities ended in the following November. He received practical training at Chingford and Northolt airports before being appointed to Number 304 Bomber Squadron in Shropshire. However, the Armistice was signed before he had been able to fly a single mission. Nevertheless, prior to his return to civilian life he did do a stint as manager of an Air Force ground transport unit thereby qualifying in Aerodrome Management.
In 1919 he purchased a South London business which he renamed the Wallington Motor Company. In addition to making parts for gas stoves, it bought, sold, hired and repaired bicycles as well as the occasional automobile. Demand for motor cars in England in the immediate aftermath of the war was far greater than the supply and Hartnett increased the automotive side of his new venture by instructing his employees to make inquiries in nearby villages with a view to locating war widows who couldn’t drive but whose husbands prior to enlisting had left their cars up on blocks to await their owners’ return. He would offer to buy these vehicles, which often needed work done to make them roadworthy, with a view to repairing and reselling them at Wallington Motors. Initially, he was very successful. But then the bubble burst as the economy slowed and motor cars became harder to sell. Already in September 1920, the Wallington Motor Company was forced to take out a £200 bank loan to remain afloat. Three months later, a further £600 was borrowed. Even so, the venture was unable to meet its liabilities, closing its doors for the last time in December 1921.
Undeterred, in the following year, Hartnett set up as an automobile engineer, renting part of a Wallington boot repair shop and dealing in bicycles, motor bikes and cars. But the economy had grown sluggish and when this, too, failed he turned to earning a precarious living as a freelance automotive consultant. He obtained commissions with firms such as the Nyasa Consolidated Company which wanted him to inspect vehicles it was considering buying for its commercial operations in central and east Africa. But the pickings were meager and time weighed on his hands. In 1923 he sold a patent for improving insulators on radio aerials to a ceramics firm.
His next important career move came in March 1923 when he was offered and accepted a job as Automobile Engineer with trading firm Guthrie and Company which administered rubber plantations in southeast Asia as well as importing goods such as tea, alcoholic beverages and motor cars into the region. On his arrival in Singapore two months later he was put in charge of Guthrie and Co’s automobile distribution and sales operation in Grange Road. There, he handled mainly Buick cars for which the company had obtained the local franchise from American manufacturer General Motors in the previous February. Hartnett’s job was to unload and assemble these vehicles when they arrived by ship and to distribute them to a network of dealers he had appointed and whose activities he supervised throughout the region. He conducted the Singapore dealership himself.
The Grange Road operation flourished as booming worldwide demand for rubber brought prosperity to southeast Asia, greatly increasing demand for motor vehicles. At the same time, Hartnett benefited personally from the boom by speculating in rubber futures as a sideline. He also took an extracurricular interest in commercial radio during this period. When his employer imported a small transmitter, he began broadcasting music and talks from the Grange Road premises for about 15 minutes each day with financial support from local advertisers. However, he had neglected to obtain a licence and the colonial authorities, fearing that such a small, shoestring operation would fail and thereby make it more difficult for any subsequent larger venture to succeed, soon forced him to close down. So, he moved the operation to Johore where the British fiat had less force and whose Sultan initially welcomed it. But it didn’t last long there either as pressure exerted on Guthrie and Co by the imperial government in Singapore once more ensured its closure—this time definitively.
Then in 1924, following a change in the composition of Guthrie and Co’s London management, Hartnett began to feel that the firm was losing interest in the automotive side of its southeast Asian business. His consequent disaffection grew so that in September of the following year, determined to leave, he wrote to General Motors Export Company seeking employment. Global automobile sales were rapidly expanding at this time due in large part to a general reduction in prices resulting from the adoption of mass production techniques. This in turn had generated a spiralling demand for senior staff to work for automotive exporting companies in markets proliferating throughout the world.
General Motors, which had just sold its five millionth car and had been impressed with Hartnett’s success in distributing and selling its Buicks in southeast Asia, now offered him a job as a field representative in southern India. His main function would be to appoint and supervise the work of GM distributors in the Madras district. He accepted the position, resigning from Guthrie and Co on 31 March 1926, and embarked for Calcutta on 10 June accompanied by his wife, Gladys (née Tyler), whom he had met when, as an employee of Vickers Ltd., he had lived with his mother next door to the Tyler family in Bexley Heath. They had married in Singapore on 26 February 1925
He found GM’s business in Madras was being conducted in a haphazard manner and he appears to have been successful in improving the situation—so much so that he became one of only four salesmen world wide to win an award in General Motors’ 1926 "Prize Contest"—which earned him a large bonus. But, repelled by the poverty he encountered almost everywhere and the rigidity of the Hindu caste system, he felt no desire to remain in India any longer than necessary. It was GM’s policy that all senior employees working overseas should spend some time in America studying the relationship between the Corporation’s business there and its international operations. So in April 1927, following a bout of malaria and dysentery, Hartnett headed for the US where, during the next five months he focused in particular on gaining a sound working knowledge of automobile manufacturing in Detroit and also took part in various feasibility studies at head office, examining proposals for setting up automobile assembly plants abroad to get around rising foreign tariff barriers.
But he was not to remain long in America. Late in September 1927, he was appointed sales manager of General Motors Nordiska in Stockholm, taking charge of marketing the company’s vehicles throughout Sweden and Finland. His horizons were widened when he played a role there in choosing some of the superficial features comprising the outward appearance of the vehicles for whose sale he was responsible—especially their colour. Attention to such external details was becoming increasingly important in determining GM’s growing success and senior overseas representatives like Hartnett were given some leeway in choosing them in the light of perceived local preferences. Hartnett would send his staff to interview actual and potential customers in his territory concerning their colour preferences. Then he made recommendations accordingly to the American parent company. Among other things, he found that Finns disliked the colour red, which they associated with the Soviet Union whose aggressive propensities they distrusted. While making use of the glitzy publicity-seeking techniques that were benefiting GM’s bottom line in America at that time—such as the much hyped theatrical unveiling of new models as they arrived—he argued that emphasis should be placed on securing customer confidence rather than just making quick profits and to this end he focused heavily on the provision of effective after sales service.
His success in Sweden was rewarded in January 1929 when he was appointed head of the export section of the troubled Vauxhall Motors operation in Luton, England, which GM had acquired four years earlier and which was then operating at a considerable loss. He found a poisonous atmosphere prevailing at Luton where Vauxhall staff seemed consumed by resentment at the American parent company’s tendency to interfere with their operations. So, he welcomed the frequent opportunities afforded him as export sales manager for getting away from all this ill humour to familiarise himself with the firm’s foreign markets. In September 1929, with his wife and daughter Maureen, he set out on a yearlong round-the-world-trip to acquaint himself with Vauxhall’s overseas markets, including in Australia, New Zealand and South Africa.
While Vauxhall, like most businesses, suffered during the Depression, its export arm actually prospered between 1931 and 1933. This was due partly to a sense of loyalty to the mother country among both British nationals abroad and the populations of Britain’s overseas dominions. At the same time, it was also a result of the popularity of exported Vauxhall Cadet cars. These were difficult to sell on the home market because their engines had little power as a result of the extremely high British horsepower tax. That tax, however, did not apply to exports, which meant Cadets offered for sale outside Britain were fitted with the new, powerful Bedford Truck engines first manufactured by Vauxhall in 1931 and were therefore very popular in foreign markets. In addition, a significant devaluation of the pound sterling in that year greatly reduced the price of British goods abroad, including cars, while a general shortage of US dollars during the Depression years further inclined foreign buyers to purchase British vehicles.
General Motors-Holden's
Hartnett’s success at Vauxhall was no doubt an important factor in General Motors’ decision to offer him the post of managing director of the Australian firm General Motors-Holden’s Ltd (GMH). This operation had been formed in 1931 when Melbourne-based chassis importer General Motors (Australia) had amalgamated with Adelaide automotive body manufacturer Holden’s Motor Body Builders Ltd. The Australian government at this time, bent on diversifying what was still primarily a rural economy, had imposed high duties on fully imported cars. In response, GMH manufactured bodies for its vehicles in Adelaide and imported its chassis parts in unassembled form to assemble them locally.
Arriving in March 1934, to take over his new role at GMH’s head office in Melbourne, he found himself almost immediately embroiled in a struggle for control of the Australian operation with the chairman of the board of directors, (Sir) Edward Holden, whose family had founded the Adelaide motor body building part of the business. With a fair amount of tact and the support both of the American head office and most of the other Australian directors, Hartnett managed to emerge victorious from this conflict and this in turn enabled him to reorganise the company’s clumsy administrative structure and to increase its efficiency generally.
He proceeded to consolidate its Melbourne operations which he had found scattered over seven widely separated locations. The main one—the Victorian chassis assembly plant in City Road—occupied a leased building that was too small to keep up with the increasing demand for vehicles as the economy was picking up in the mid ‘thirties. So, he decided to centralise the firm’s dispersed Victorian activities by erecting new, purpose-built accommodation on a vacant Government-owned 50-acre block of land at Fisherman’s Bend, whose sale required an act of the Victorian Parliament. He made sure that the construction of the new plant on this land received maximum publicity. To open it on 5 November 1936, he secured the services of none other than prime minister Joseph Lyons. The ceremony captured wide attention in Victoria, at least, the Melbourne Argus devoting sixteen pages to it in addition to its editorial which predicted that it marked the beginning of the city’s transformation into "an Australian Coventry".
At the same time, Hartnett became aware of widespread hostility among Australians towards GMH, which many viewed as a ruthless, profiteering American-oriented organisation cynically bent on enriching its mainly US shareholders at the expense of the local community. To combat this mindset, he took every opportunity to portray the company as a patriotic corporate citizen, emphasising particularly the amount of employment it provided, both directly and indirectly, as well as the auxiliary industries it supported and its contribution to Australia’s defence potential. In addition, he himself played a high-profile public role in seeking to promote Australian industrial development generally—among other things, by calling for the creation of a national standards laboratory and an aeronautical research facility, while also helping to advance the objectives of the Australian Industries Protection League and advocating a more thorough exploitation of the country’s mineral resources and the harnessing of tidal movements in Spencer Gulf for energy generation.
Commonwealth Aircraft Corporation
In the 1930s, his most important contribution outside the automobile industry was in the field of aircraft manufacture. In 1936, together with Essington Lewis, CEO of the Broken Hill Proprietary company, W.S. Robinson, joint chairman of Broken Hill Associated Smelters, and Sir Lennon Raws and Sir Harry (later Lord) McGowan of Imperial Chemical Industries—all of whose companies contributed, along with General Motors, to the financing of the venture—he was involved in setting up the Commonwealth Aircraft Corporation, which proceeded to manufacture aircraft on a site at Fisherman’s Bend. Later known as Wirraways, they were based on a design of the North American Aviation Corporation, a partly owned General Motors subsidiary. When used in the Pacific war, however, they proved to be inferior in dogfights to the highly manoeuvrable Japanese Zeros.
Wartime Service
During that decade, Hartnett also showed a keen interest in Australia’s military preparedness and in June 1939 he publicly criticised the United Australia Party government for not doing enough to ensure the country’s ability to defend itself in an increasingly dangerous world. This gave rise to a brief slanging match with prime minister Robert Menzies who characterised it as "absurdly incorrect". Nevertheless, in September, when Britain declared war on Germany and Menzies announced that by consequence Australia, too, was at war, Hartnett placed himself at the government’s disposal, declaring his readiness to do anything without financial recompense to assist the war effort. The offer was actuated in part by his belief that such generosity would benefit GMH’s local business. It also reflected his self-confidence and was an expression of his conviction that as a privileged person he had a responsibility to give something back to the community. That it was accepted indicates the government’s recognition of Hartnett's considerable technical, managerial and organisational skills as well as of his World War 1 experience in the production of arms for Vickers Ltd. As a result, in July 1940, he became Director of Ordnance Production, responsible for the procurement in Australia of weapons and other products such as armoured fighting vehicles, mobile laundries and field kitchens for Australia’s military forces. He took particular pride in the pioneering work done by his directorate in the development of optical glass for use in gun sights and related weaponry. Some of the prisms produced for use in instruments such as range finders, submarine periscopes and aerial photography were exported to the US.
At first, there was a considerable amount of conflict between the Directorate and the Army, partly because the latter, which knew little about manufacturing, repeatedly changed its orders thus creating serious problems on the factory floor. In addition, the Army’s initial insistence on specifying the precise design of the items it wanted also gave rise to manufacturing difficulties. Hartnett argued that it was up to his Directorate to design the weapons after being told their purpose and how they were to be used. The design, he argued, should be a matter for those responsible for the manufacturing because they alone understood the problems and costs involved, given the nature of the factory resources and the availability of raw materials. Eventually, he carried his point so that by mid 1943 the Army had become much more co-operative in this regard.
As well as taking charge of ordnance production, Hartnett was also made head of the Army Inventions Directorate created by War Cabinet in January 1942 to solicit and evaluate proposals from the general public for improving the fighting efforts of Australia’s military forces. While most of the 21,645 suggestions received by this body over the subsequent three and a half years were dismissed out of hand as impracticable, 3,686 were sent to an expert advisory panel for closer consideration and 127, including a process for water-proofing maps and a container for safely dropping supplies from aircraft, were finally accepted for production.
Also in January 1942, as Japanese forces were heading southward down the Malay peninsula towards Singapore, Hartnett offered to forestall them by flying to the island, himself, gathering up valuable machine tool gauging equipment left there and bringing it back to Australia before the enemy’s arrival. The offer was accepted but he got no further than Darwin before the mission was called off and Singapore fell to the invader.
In recognition of these wartime contributions, following the cessation of hostilities in 1945 he was made a Commander of the Order of the British Empire.
Manufacturing an Australian car
A small number of motor cars had been produced in Australia by a few enterprising individuals even before the end of the 19th century and between the wars, to avoid increasingly heavy import duties imposed by governments anxious to promote industrial employment, a number of Australian firms were already manufacturing replacement parts—which, however, were of generally poor quality. In addition, to avoid high import tariffs the major American auto exporters, including General Motors, were building their vehicle bodies locally and importing their chassis in unassembled form, assembling them in Australia. They didn’t, however, want the enormous additional expense of manufacturing entire vehicles there.
Hartnett, by contrast, desired nothing more than to head such a manufacturing operation in his adopted land. So, while publicly supporting GM’s policy, privately he did his best to undermine it by persuading cabinet ministers and senior public servants of the feasibility of that course, making it clear, however, that GM would not do it unless sufficient pressure was applied. The government was certainly interested as Australia’s industrial competence had increased enormously during the war due to the necessity of manufacturing a wide range of precision products for the fighting services. Furthermore, post-war motor vehicle manufacturing promised to provide many jobs for returning service personnel while the necessary acquisition of the accompanying skills and industrial infrastructure would help build up the country’s defence capacity.
Accordingly, Hartnett warned his American directors that the Australian government was determined to have cars manufactured locally and might, itself, establish a factory for that purpose if private industry proved unwilling. To enhance the credibility of this threat, he sent his New York head office letters which he had asked J.K. Jensen, chairman of the government’s Secondary Industries Commission, to write to him, saying the government was resolved to force the creation of the industry. He even supplied Jensen with proposed drafts of such letters. And he warned GM that to head off the prospect of a state-owned industry, Ford and/or Chrysler, would very likely become anxious to erect their own Australian factories for the purpose—which, if GM did nothing, would result in a substantial reduction in demand for the corporation’s imported cars. It was mainly this that changed General Motors Corporation’s mind. But whether that represented a personal triumph for Hartnett’s powers of skulduggery and persuasion or whether he had simply said what was already obvious to the American directors is open to debate.
Life after GMH
Hartnett continued to make important contributions to Australian motoring after he left GMH. He instigated an ambitious venture to build a uniquely Australian car, the Hartnett, based on a design by Frenchman, Jean Gregoire. The Hartnett was a front wheel drive design, with an air cooled, 600cc, horizontally opposed twin-cylinder engine. The venture failed, after problems with the supplier of the aluminium body panels. Approximately 120 cars were produced between 1949 and 1955, and few of these survive today.
Then, in 1957, he was involved in production of the Lloyd-Hartnett car, based on a German design. This venture also experienced misfortune, as Borgward, the German supplier of parts for the car, suffered financial problems.
Promotion of Nissan
Hartnett's luck changed in 1960, when he saw a new Japanese car – the Datsun Bluebird – on display at the Melbourne Motor Show. Hartnett commenced importing the Datsun to Australia, pioneering the importation of Japanese cars to Australia. This became a successful venture, and Hartnett was responsible for popularising the Nissan/Datsun brand in Australia.
In 1966, Hartnett sought to establish local production of Nissan cars, but this was not successful. Nissan went on to assemble cars from CKD kits at the Pressed Metal Corporation plant in Sydney, followed in 1976 by assembly at the Melbourne factory where Volkswagen cars were once produced. Eventually, Nissan did commence full production of cars in Australia. This arrangement continued until 1992, when the Melbourne plant was closed in favour of importing cars direct from Japan.
Honours
On New year's Day 1945 Hartnett was appointed a Commander of the Order of the British Empire (CBE).
In 1965, in honour of Sir Laurence Hartnett, the Society of Automotive Engineers Australasia established the annual Hartnett Award as an award for an outstanding original contribution to automotive or aeronautical engineering knowledge or practice.
He was knighted in the Queen's Birthday Honours of June 1967.
Hartnett's legacy
Hartnett has left a legacy of playing a crucial role in the introduction of two of Australia's best selling brands of cars – Holden and Nissan.
See also
Edward Holden
References
L.J. Hartnett Big Wheels and Little Wheels Melbourne: Wildgrass books, 1981
Joe Rich, Hartnett: Portrait of a Technocratic Brigand Sydney: Turton and Armstrong, 1986
Joe Rich, 'Profiting from the Pitfalls of Oral History: the Case of Sir Laurence Hartnett', in Journal of the Royal Australian Historical Society Vol. 80 Parts 1 and 2, June 1994
Joe Rich,'An Edwardian Childhood: Sir Laurence Hartnett and the Search for identity' in Australian Historical Studies No 95 October 1990
Robert Conlon and John Perkins, Wheels and Deals: the automotive industry in twentieth century Australia Aldershot:Ashgate, 2001
External links
Australian Science Archives Project – Sir Laurence John Hartnett
Hartnett Award
Official Holden history
Nissan heritage website
Holden former executives
People in the automobile industry
Australian automotive pioneers
General Motors former executives
Australian Knights Bachelor
Australian Commanders of the Order of the British Empire
People educated at Kingston Grammar School
1898 births
1986 deaths
English emigrants to Australia
20th-century Australian businesspeople
People from Woking
English people of Irish descent
Australian people of Irish descent
People from Kingston upon Thames
People educated at Epsom College
Graduates of the Royal Naval College, Greenwich
British automotive engineers
20th-century English businesspeople
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https://en.wikipedia.org/wiki/Warwickshire
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Warwickshire
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Warwickshire (; abbreviated Warks) is a ceremonial county in the West Midlands of England. It is bordered by Staffordshire and Leicestershire to the north, Northamptonshire to the east, Oxfordshire and Gloucestershire to the south, and Worcestershire and the West Midlands county to the west. The largest settlement is Nuneaton, and the county town is Warwick.
The county is largely rural, and has an area of and population of 571,010. After Nuneaton (94,364), the largest settlements are Rugby (78,125), Leamington Spa (57,512), and Warwick (37,267). Warwickshire is administered as a two-tier non-metropolitan county with five local government districts and a county council. It historically included the city of Coventry and the area to its west, including Sutton Coldfield, Solihull, and Birmingham city centre.
Warwickshire is a flat, lowland, county, but its far south contains part of the Cotswolds AONB. The River Avon, a major tributary of the Severn, flows through the south of the county.
The region was part of Roman Britain, and later the Roman road called Watling Street became the boundary between the Anglo-Saxon kingdom of Mercia and the Danelaw. The county was relatively settled during the rest of the Middle Ages and Early Modern period, and Coventry developed as a major centre of the textiles trade. The playwright William Shakespeare was born in Stratford-upon-Avon in 1564, living much of his life there, and the Gunpowder Plot of 1605 was planned near Snitterfield. During the Industrial Revolution the Warwickshire coalfield was exploited, and Coventry and the west of the county became manufacturing centres. Leamington Spa developed as a tourist resort at the same time. The Victorian novelist Mary Ann Evans, better known as George Eliot, was born just outside Nuneaton in 1819.
Geography
Warwickshire is bordered by Leicestershire to the northeast, Staffordshire to the northwest, Worcestershire and the West Midlands to the west, Northamptonshire to the east and southeast, Gloucestershire to the southwest and Oxfordshire to the south. The northern tip of the county is only from the Derbyshire border. An average-sized English county covering an area of , it runs some north to south.
The majority of Warwickshire's population live in the north and centre of the county. The market towns of northern and eastern Warwickshire were industrialised in the 19th century, and include Atherstone, Bedworth, Coleshill, Nuneaton, and Rugby. Major industries included coal mining, textiles, engineering and cement production, but heavy industry is in decline, being replaced by distribution centres, light to medium industry and services. Of the northern and eastern towns, Nuneaton and Rugby (as the birthplace of rugby football) are best known outside of Warwickshire. The prosperous towns of central and western Warwickshire, including Leamington Spa, Warwick, Stratford-upon-Avon, Kenilworth, Alcester, Southam and Wellesbourne, harbour tourism, gaming and services as major employment sectors.
The north of the county, bordering Staffordshire and Leicestershire, is mildly undulating countryside (rising to 178m / 581 ft near Hartshill) and the northernmost village, No Man's Heath, is only south of the Peak District National Park's southernmost point.
The south of the county is largely rural and sparsely populated, and includes a very small area of the Cotswolds, at the border with northeast Gloucestershire. The plain between the outlying Cotswolds and the Edgehill escarpment is known as the Vale of Red Horse. The only town in the south of Warwickshire is Shipston-on-Stour. The highest point in the county, at , is Ebrington Hill, again on the border with Gloucestershire, at the county's southwest extremity.
There are no cities in Warwickshire since both Coventry and Birmingham were incorporated into the West Midlands county in 1974 and are now metropolitan authorities in themselves. According to the 2011 United Kingdom census, the largest towns (+20,000 pop.) in Warwickshire were: Nuneaton (pop. 81,900), Rugby (70,600), Leamington Spa (49,500), Bedworth (32,500), Warwick (30,100), Stratford (25,500) and Kenilworth (22,400)
Arden and Felden
Much of western Warwickshire, including the area now forming part of Coventry, Solihull and Birmingham, was covered by the ancient Forest of Arden (most of which was cut down to provide fuel for industrialisation). Thus the names of a number of places in the central-western part of Warwickshire end with the phrase "-in-Arden", such as Henley-in-Arden, Hampton-in-Arden and Tanworth-in-Arden. The remaining area, not part of the forest, was called the Felden – from fielden - and is now an undulating and agricultural landscape, through which the rivers Avon and Leam flow.
Historic county boundaries
Areas historically part of Warwickshire include Coventry, Solihull, Sutton Coldfield, and some of Birmingham including the city centre, Erdington, Aston and Edgbaston. These areas also became part of the metropolitan county of West Midlands (and Sutton Coldfield became part of Birmingham) following local government re-organisation in 1974.
In 1986 the West Midlands County Council was abolished and Birmingham, Coventry, and Solihull became effective unitary authorities. However, the West Midlands county name has not been altogether abolished, and still exists for ceremonial purposes. Since 2016, it has been used as part of the West Midlands Combined Authority, with powers over transport, economic development and regeneration. Some organisations, such as Warwickshire County Cricket Club, which is based in Edgbaston, in Birmingham, observe the historic county boundaries.
The flag of the historic county was registered in October 2016. It is a design of a bear and ragged staff on a red field, which is long associated with the county.
Coventry is effectively in the centre of the Warwickshire area, and still has strong ties with the county. Coventry and Warwickshire are sometimes treated as a single area and share a single Chamber of Commerce, Local Enterprise Partnership and BBC Local Radio Station (BBC Coventry & Warwickshire).
Coventry was administered separately from the rest of Warwickshire between 1451 and 1842. It formed the County of the City of Coventry, a county corporate from 1451. In 1842 the county corporate of Coventry was abolished and remerged with the rest of Warwickshire.
The town of Tamworth was historically divided between Warwickshire and Staffordshire, but since 1888 has been fully in Staffordshire.
Green belt
Warwickshire contains a large expanse of green belt area, surrounding the West Midlands and Coventry conurbations, and was first drawn up from the 1950s. All the county's districts contain some portion of the belt.
Places of interest
Anne Hathaway's Cottage
Arbury Hall
Battle of Edgehill
The Belfry
Brinklow Castle
British Motor Museum
Burton Dassett Hills
Caldecotte Park
Charlecote Park
Charlecote Water Mill
Chesterton Windmill
Compton Verney House
Compton Wynyates
Coombe Abbey
Coombe Country Park
Coughton Court
Coventry Canal
Draycote Water
Grand Union Canal
Guy Fawkes House
Hartshill Hayes County Park
Hatton Country World
Jephson Gardens
Kenilworth Castle
King Edward VI School
Kingsbury Water Park
Ladywalk Reserve
Lunt Roman Fort
Lord Leycester Hospital
Lowsonford
Mary Arden's House
Midland Air Museum
Newbold Quarry Park
Nuneaton Museum & Art Gallery
Oxford Canal
Ragley Hall
River Avon
Rollright Stones
Royal Pump Rooms
Royal Shakespeare Theatre
Rugby Art Gallery and Museum
Rugby School
Ryton Pools Country Park
Shakespeare's Birthplace
Shakespeare's New Place
St Nicholas Park
The Forest Hermitage
University of Warwick
Warwick Castle
Warwick School
Webb Ellis Rugby Football Museum
Wellesbourne Wartime Museum
Economy
Warwickshire has a strong and growing economy with the automotive industry being a major contributor. In the north, BMW's Hams Hall plant employs over 1,000 people, while Jaguar Land Rover and Aston Martin Lagonda have headquarters, including a giant advanced production creation centre, at Gaydon in the south.
Warwickshire is also establishing a growing reputation as a global hub of the video game industry. One of Britain's oldest still-running game studios, Codemasters, has operated out of Southam for decades; the greater "Silicon Spa" area, including Southam, Royal Leamington Spa and Warwick, is now home to dozens of game studios which employ a combined total of over 2,000 highly skilled people, equating to more than 10% of the UK's games development workforce.
Increasingly the region is establishing itself as one of the leading areas in battery technology with major developments announced in 2021 that include a £130 million UK Battery Industrialisation Centre (UKBIC) based in Coventry.
Tourism is also a key area of employment with country parks, rural areas and historic towns across the county. It generates a total business turnover of over £1 billion to the local economy and supports almost 20,000 jobs.
Settlements
Main Warwickshire towns:
Bedworth
Kenilworth
Nuneaton
Leamington Spa
Rugby
Stratford-upon-Avon
Warwick
Smaller towns and large villages include:
Alcester
Atherstone
Bidford-on-Avon
Bulkington
Coleshill
Henley-in-Arden
Kingsbury
Polesworth
Shipston-on-Stour
Southam
Studley
Water Orton
Wellesbourne
Whitnash
History
Warwickshire came into being as a division of the kingdom of Mercia in the early 11th century. The first reference to Warwickshire was in 1001, as Wæringscīr, named after Warwick. The prefix wara- is the genitive plural of the Old English noun waru, which means "those that care for, watch, guard, protect, or defend". It was used as an endonym by both Goths and Jutes. The suffix -wick is an Old English cognate (-wic) for the Latin word for village, vicus. Near Warwick are the villages of Long Itchington and Bishop's Itchington along the River Itchen.
During the Middle Ages Warwickshire was dominated by Coventry, at the time one of the most important cities in England because of its prominence in the textiles trade. Warwickshire played a key part in the English Civil War, with the Battle of Edgehill and other skirmishes taking place in the county. During the Industrial Revolution Warwickshire became one of Britain's foremost industrial counties, with the large industrial cities of Birmingham and Coventry within its boundaries.
Boundary changes
1844: The Counties (Detached Parts) Act transferred a township to, and two parishes from, the county.
1888: Those parts of the town of Tamworth lying in Warwickshire were ceded to Staffordshire.
1891: Harborne became part of the County Borough of Birmingham and thus was transferred from Staffordshire to Warwickshire by the Local Govt. Bd.'s Prov. Orders Conf. (No. 13) Act, 54 & 55 Vic. c. 161 (local act).
1891: The district of Balsall Heath, which had originally constituted the most northerly part of the Parish of King's Norton in Worcestershire, was added to the County Borough of Birmingham, and therefore Warwickshire, on 1 October 1891.
1909: Quinton was formally removed from Worcestershire and incorporated into the County Borough of Birmingham, then in Warwickshire, on 9 November 1909.
1911: The Urban District of Handsworth, in Staffordshire, and the Rural District of Yardley along with the greater part of the Urban District of King's Norton and Northfield, both in Worcestershire, were absorbed into Birmingham, and thus Warwickshire, as part of the Greater Birmingham Scheme on 9 November 1911.
1928: Perry Barr Urban District was ceded to Birmingham from Staffordshire.
1931: The boundaries between Gloucestershire, Warwickshire, and Worcestershire were adjusted by the Provisional Order Confirmation (Gloucestershire, Warwickshire and Worcestershire) Act which transferred 26 parishes between the three counties, largely to eliminate exclaves. The town of Shipston-on-Stour was gained from Worcestershire and several villages, including Long Marston and Welford-on-Avon, from Gloucestershire.
1974: Under The Local Government Act 1972, Birmingham, Coventry, Solihull and Sutton Coldfield were ceded to the new West Midlands county, with Sutton Coldfield becoming part of Birmingham.
Local government
Like most English shire counties, Warwickshire has a two-tier local government of a county council, and five districts each having a district or borough council. These districts are: North Warwickshire, Nuneaton and Bedworth, Rugby, Stratford, and Warwick (see map). The county and district councils are responsible for providing different services.
Atherstone is the headquarters of the North Warwickshire district, Nuneaton is headquarters of the Nuneaton and Bedworth District and Leamington Spa is the headquarters of the Warwick district.
Warwickshire County Council, based in Warwick is elected every four years. The last election was the held on 6 May 2021 and resulted in a Conservative majority. The county council operates a cabinet-style council. The county council is made of 57 councillors, who decide upon the budget and appoints the council leader. The council leader selects 8 councillors and together they form the cabinet. The Leader assigns portfolios on which cabinet members make decisions. Key decisions are made by the whole cabinet while others are made only by the portfolio holders for relevant areas.
In addition many small towns and villages have their own town council or parish council as the most local tier of local government.
Warwickshire is policed by the Warwickshire Police. The force is governed by the elected Warwickshire Police and Crime Commissioner.
Proposed local government reorganisation
In August 2020 Warwickshire County Council put forward proposals for the five district and borough councils in the county to be abolished and replaced with a single county-wide unitary authority. This prompted a backlash from the district and borough councils who commissioned their own report, which argued in favour of Warwickshire being split into two unitary authorities, one for the north of the county, covering the current districts of North Warwickshire, Nuneaton and Bedworth and Rugby, and one for the south of the county, covering Warwick and Stratford districts. In September 2020, it was agreed that both proposals would be sent for consideration to the Secretary of State for Housing, Communities and Local Government.
Education
In the state sector, children start school in the school year in which they turn five. They stay at primary school for seven years (although this varies even within the county, as some people have previously gone for four years and then spent another four years at a 'middle school') until they are eleven. Warwickshire is one of 36 local authorities in England to still maintain the grammar school system in two districts: Stratford-on-Avon and Rugby. In the final year of primary school, children are given the opportunity of sitting the 11-plus exam to compete for a place at one of the 5 grammar schools: Stratford-upon-Avon Grammar School for Girls; King Edward VI School, a boys' school from year 7–11 with a mixed Sixth-Form; Lawrence Sheriff Grammar School for Boys; Rugby High School for Girls and Alcester Grammar School (mixed). The Warwickshire 11+ selection test consists of two papers, each containing a mixture of verbal reasoning, numerical reasoning and non-verbal reasoning multiple-choice questions.
Warwickshire contains four colleges of further education: North Warwickshire & Hinckley College, King Edward VI Sixth Form College (K.E.G.S) in Nuneaton, Stratford-upon-Avon College and the Warwickshire College Group an institution made up of six main separate colleges that have merged (Leamington Centre, Rugby Centre, Moreton Morrell Centre, Pershore College, Henley-in-Arden Centre and the Trident Centre in Warwick).
There are also six independent senior schools within the county, namely: Rugby School, Warwick School, Princethorpe College, Kingsley School, Arnold Lodge School (both in Leamington Spa), and the King's High School For Girls (in Warwick).
A number of the Warwickshire grammar and independent schools have historical significance. King Edward VI School, Stratford-upon-Avon still uses 13th century school buildings and is the likely school of William Shakespeare, Rugby School was founded in 1567 and Warwick School was founded , which makes it the oldest surviving boys' school in the country. Rugby School is one of nine schools that were defined as the "great" English public schools by the Public Schools Act 1868, and is a member of the Rugby Group. Rugby School, Princethorpe College and Warwick School are HMC schools, with the Headmaster from each school attending the Headmasters' and Headmistresses' Conference.
There are no universities per se in Warwickshire, though the University of Warwick forms part of the border with Warwickshire on the southern edge of the city of Coventry. Some areas of the University of Warwick are within the boundaries of Warwickshire including Lakeside Village and Warwick Business School The university has a small campus near Wellesbourne which houses the Warwick Horticultural Research Centre and an Innovation Centre.
Transport
Roads
Several major motorways run through Warwickshire. These include:
The M40 motorway, which connects London to Birmingham, runs through the centre of the county, and serves Leamington Spa, Warwick and Stratford.
The M6 motorway, which connects northwestern England and the West Midlands to the M1 motorway (and then on to London), runs through the north of Warwickshire, and serves Rugby, Nuneaton and Bedworth on its way to Birmingham.
The M69 Coventry to Leicester motorway, which serves Nuneaton.
Other motorways pass briefly through Warwickshire including the M45 (a short spur south of Rugby connecting to the M1), the southern end of the M6 Toll, and the M42, which passes through the county at several points.
Other major trunk routes in Warwickshire include the A45 (Rugby-Coventry-Birmingham and east into Northamptonshire route). The A46 (connects the M40 to the M6 via Warwick, Kenilworth and Coventry), the A452 (Leamington to Birmingham route) and the A5 runs through Warwickshire passing Nuneaton between Tamworth and Hinckley. Also the A444 goes through Nuneaton and Bedworth.
Rail
Two major railway lines pass through Warwickshire.
The Chiltern Main Line, the former Great Western Railway route from London Paddington to Birmingham passes through the centre of Warwickshire on a route similar to the M40 motorway, and has stations at , , (and ), and . Rail services are provided by Chiltern Railways and West Midlands Trains (Birmingham to Leamington only). There are also two branches off the Chiltern line, one from Leamington to Coventry, and another from Hatton near Warwick to Stratford.
The West Coast Main Line (WCML) runs through Warwickshire. At the WCML splits into two parts, one runs west through to Coventry and Birmingham, and the other the Trent Valley Line runs north-west towards and the north-west of England. This section has stations at , , and (north bound services only). There is one branch off the WCML from Nuneaton to Coventry, and there are stations at , and on this branch.
Other railway lines in Warwickshire include the Birmingham-Nuneaton section of the Birmingham to Peterborough Line, which continues east of Nuneaton towards Leicester and Peterborough. Nuneaton has direct services to Birmingham and Leicester on this line, and there are two intermediate stations at and Coleshill in the extreme north-west of the county.
There is also a branch line from Birmingham to . This line used to continue southwards to Cheltenham but is now a dead-end branch. There is an intermediate station on this line at and at several small villages. Stratford also has direct rail services to London via the branch line to Warwick (mentioned earlier).
Until 2018 the only major town in Warwickshire without a station was Kenilworth. The Leamington to Coventry line passes through the town, but the station was closed in the 1960s as part of the Beeching cuts. A replacement station opened in April 2018, with an hourly service to Coventry and to Leamington provided by West Midlands Trains.
The new High Speed 2 (HS2) line is being constructed through Warwickshire although, as it is a long-distance trunk route, there will be no stations in the county. It will pass south of Southam, then between Kenilworth and Coventry, before running into the West Midlands towards Birmingham.
Air
Coventry Airport is located in the Warwickshire village of Baginton.
Canals and waterways
Canals and navigable waterways in Warwickshire include:
The Coventry Canal which runs through the north of the county from Coventry through Bedworth, Nuneaton, Atherstone, and Polesworth, and then onwards to Tamworth.
The Ashby-de-la-Zouch Canal passes briefly through Warwickshire from a junction with the Coventry Canal at Bedworth.
The Oxford Canal, which runs from near Coventry and then eastwards around Rugby, and then through the rural south of the county towards Oxford.
The Grand Union Canal, which runs through Leamington and Warwick and onwards to Birmingham.
The restored Saltisford Canal Arm is close to the centre of Warwick, and is now a short branch of the Grand Union Canal. The arm is the remains of the original terminus of the Warwick and Birmingham Canal and dates back to 1799.
The Stratford-upon-Avon Canal which runs from the Grand Union west of Warwick to Stratford, where it joins the Avon.
The River Avon runs through Warwickshire on a south-west to north-east axis, running through Stratford, Warwick and Rugby. It is navigable for from the River Severn at Tewkesbury to Alveston weir just east of Stratford-upon-Avon, making it the only navigable river in Warwickshire. There have been proposals to extend the Avon navigation to Warwick. However, as of 2019, these plans look unlikely to proceed.
Sports
Cycling
Warwickshire's rural roads, canal towpaths and historic towns are increasingly popular with cycling enthusiasts. Its reputation as a major cycling destination has been bolstered in recent years having hosted a stage of the Women's Tour since 2016 and the Men's Tour of Britain in 2018 and 2019.
In 2022, St Nicholas Park in Warwick will host the Elite Men's and Women's Road Race as part of the Commonwealth Games taking place in Birmingham.
Association football
Warwickshire has no Football League clubs. As of the 2022–23 season the highest-placed team is Leamington, who play in the National League North, the sixth tier of English football. A level below in the Southern Football League Premier Division Central are Nuneaton Borough and Stratford Town. Other clubs include Rugby Town, Bedworth United, Southam United, Racing Club Warwick, Coleshill Town, Atherstone Town and Nuneaton Griff. All of these are affiliated to the Birmingham FA.
Aston Villa, Birmingham City and Coventry City are Football League clubs located within the historic boundaries of Warwickshire, along with National League club Solihull Moors and Southern League Division One Central club Sutton Coldfield Town.
Parkrun
There are six Saturday morning 5km parkruns in Warwickshire for all ages and abilities: Leamington, Stratford upon Avon, Rugby, Bedworth, Southam and Kingsbury. There are also three Sunday 2km junior events at Stratford upon Avon, Rugby and Warwick.
Cricket
Warwickshire County Cricket Club play at Edgbaston Cricket Ground, Birmingham (historically part of Warwickshire). Notable English players for the side have been Eric Hollies, M.J.K. Smith, Bob Willis, Dennis Amiss, Jonathan Trott, Ian Bell, Moeen Ali and Chris Woakes. Overseas players have included Alvin Kallicharran, Rohan Kanhai, Brian Lara, Allan Donald and Shaun Pollock. In 2014 the club partly severed its links to the county by renaming its Twenty20 side the Birmingham Bears, much to the chagrin of many supporters.
Other grounds in modern-day Warwickshire which have hosted first-class cricket matches are:
Griff and Coton Ground, Nuneaton – 26 matches (most recently 1980)
Arlington Avenue, Leamington Spa – 4 matches (most recently 1910)
Swan's Nest Lane, Stratford-upon-Avon – 3 matches (most recently 2005)
Weddington Road, Nuneaton – 3 matches (most recently 1914)
Gaelic sports
The Warwickshire County Board of the Gaelic Athletic Association (GAA) (or Warwickshire GAA) is one of the county boards outside Ireland and is responsible for Gaelic games in Warwickshire. The county board is also responsible for the Warwickshire inter-county teams. They play their home games at Páirc na hÉireann.
Polo
The Dallas Burston Polo Club is a six-pitch polo club located near Southam.
Water polo
Warwick Water Polo club play in the Midland League, and train in Warwick, Banbury and Coventry.
Freedom of the county
In March 2014 the freedom of the county was bestowed on the Royal Regiment of Fusiliers. The honour was officially bestowed following a parade through Warwick on 6 June 2014.
People
Warwickshire was the birthplace of William Shakespeare from Stratford-upon-Avon. Road signs at the county boundary describe Warwickshire as "Shakespeare's County". The county has produced figures such as Aleister Crowley (from Royal Leamington Spa), George Eliot and Ken Loach (from Nuneaton), Rupert Brooke (from Rugby), and Michael Drayton (from Hartshill). The poet Philip Larkin lived in Warwick (born in nearby Coventry). Folk musician Nick Drake lived and died in Tanworth-in-Arden. Frank Whittle the inventor of the jet engine was born in Coventry and was closely associated with Warwickshire, growing up in Leamington Spa, and carrying out much of his work at Rugby.
See also
List of Lord Lieutenants of Warwickshire
List of High Sheriffs for Warwickshire
Custos Rotulorum of Warwickshire – List of Keepers of the Rolls
Warwickshire (UK Parliament constituency) – List of MPs for Warwickshire constituency
2007 Atherstone fire
Warwickshire College
W. W. Quatremain
Notes
References
External links
Warwickshire County Council
Warwickshire Geological Conservation Group (WGCG)
The Manor of Hunningham
Images of Warwickshire at the English Heritage Archive
Warwickshire
Non-metropolitan counties
NUTS 3 statistical regions of the United Kingdom
West Midlands (region)
Counties of England established in antiquity
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383687
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https://en.wikipedia.org/wiki/NEC
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NEC
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is a Japanese multinational information technology and electronics corporation, headquartered at the NEC Supertower in Minato, Tokyo, Japan. It provides IT and network solutions, including cloud computing, artificial intelligence (AI), Internet of Things (IoT) platform, and telecommunications equipment and software to business enterprises, communications services providers and to government agencies, and has also been the biggest PC vendor in Japan since the 1980s when it launched the PC-8000 series.
NEC was the world's fourth-largest PC manufacturer by 1990. Its semiconductors business unit was the world's largest semiconductor company by annual revenue from 1985 to 1992, the second largest in 1995, one of the top three in 2000, and one of the top 10 in 2006. NEC spun off its semiconductor business to Renesas Electronics and Elpida Memory. Once Japan's major electronics company, NEC has largely withdrawn from manufacturing since the beginning of the 21st century.
NEC was #463 on the 2017 Fortune 500 list. NEC is a member of the Sumitomo Group.
History
NEC
Kunihiko Iwadare and Takeshiro Maeda established Nippon Electric Limited Partnership on August 31, 1898, by using facilities that they had bought from Miyoshi Electrical Manufacturing Company. Iwadare acted as the representative partner; Maeda handled company sales. Western Electric, which had an interest in the Japanese phone market, was represented by Walter Tenney Carleton. Carleton was also responsible for the renovation of the Miyoshi facilities. It was agreed that the partnership would be reorganized as a joint-stock company when the treaty would allow it. On July 17, 1899, the revised treaty between Japan and the United States went into effect. Nippon Electric Company, Limited was organized the same day as Western Electric Company to become the first Japanese joint-venture with foreign capital. Iwadare was named managing director. Ernest Clement and Carleton were named as directors. Maeda and Mototeru Fujii were assigned to be auditors. Iwadare, Maeda, and Carleton handled the overall management.
The company started with the production, sales, and maintenance of telephones and switches. NEC modernized the production facilities with the construction of the Mita Plant in 1901 at Mita Shikokumachi. It was completed in December 1902.
The Japanese Ministry of Communications adopted a new technology in 1903: the common battery switchboard supplied by NEC. The common battery switchboards powered the subscriber phone, eliminating the need for a permanent magnet generator in each subscriber's phone. The switchboards were initially imported, but were manufactured locally by 1909.
NEC started exporting telephone sets to China in 1904. In 1905, Iwadare visited Western Electric in the U.S. to see their management and production control. On his return to Japan, he discontinued the "oyakata" system of sub-contracting and replaced it with a new system where managers and employees were all direct employees of the company. Inefficiency was also removed from the production process. The company paid higher salaries with incentives for efficiency. New accounting and cost controls were put in place, and time clocks was installed.
Between 1899 and 1907 the number of telephone subscribers in Japan rose from 35,000 to 95,000. NEC entered the China market in 1908 with the implementation of the telegraph treaty between Japan and China. They also entered the Korean market, setting up an office in Seoul in January 1908. During the period from 1907 to 1912 sales rose from 1.6 million yen to 2 million yen. The expansion of the Japanese phone service had been a key part of NEC's success during this period.
The Ministry of Communications delayed a third expansion plan of the phone service in March 1913, despite having 120,000 potential telephone subscribers waiting for phone installations. NEC sales fell sixty percent between 1912 and 1915. During the interim, Iwadare started importing appliances, including electric fans, kitchen appliances, washing machines, and vacuum cleaners. Electric fans had never been seen in Japan before. The imports were intended to prop up company sales. In 1916, the government resumed the delayed telephone-expansion plan, adding 75,000 subscribers and 326,000 kilometers of new toll lines. Thanks to this third expansion plan, NEC expanded at a time when much of the rest of the Japanese industry contracted.
1919 to 1938
In 1919, NEC started its first association with Sumitomo, engaging Sumitomo Densen Seizosho to manufacture cables. As part of the venture, NEC provided cable manufacturing equipment to Sumitomo Densen. Rights to Western Electric's duplex cable patents were also transferred to Sumitomo Densen.
The Great Kantō earthquake struck Japan in 1923. 140,000 people were killed and 3.4 million were left homeless. Four of NEC's factories were destroyed, killing 105 of NEC's engineers and workers. Thirteen of Tokyo's telephone offices were destroyed by fire. Telephone and telegraph service was interrupted by damage to telephone cables. In response, the Ministry of Communications accelerated major programs to install automatic telephone switching systems and enter radio broadcasting. The first automatic switching systems were the Strowger-type model made by Automatic Telephone Manufacturing Co. (ATM) in the United Kingdom. NEC participated in the installation of the automatic switching systems, ultimately becoming the general sales agent for ATM. NEC developed its own Strowger-type automatic switching system in 1924, the first in Japan. One of the plants almost leveled during the Kanto earthquake, the Mita Plant, was chosen to support expanding production. A new three-story steel-reinforced concrete building was built, starting in 1925. It was modeled after the Western Electric Hawthorne Works.
NEC started its radio communications business in 1924. Japan's first radio broadcaster, Radio Tokyo was founded in 1924 and started broadcasting in 1925. NEC imported the broadcasting equipment from Western Electric. The expansion of radio broadcasting into Osaka and Nagoya marked the emergence of radio as an Industry. NEC established a radio research unit in 1924. NEC started developing electron tubes in 1925. By 1930, they were manufacturing their first 500 W radio transmitter. They provided the Chinese Xinjing station with a 100 kW radio broadcasting system in 1934.
Photo-telegraphic equipment developed by NEC transmitted photos of the accession ceremony of Emperor Hirohito. The ceremony was held in Kyoto in 1928. The Newspapers Asahi Shimbun and Mainichi Shimbun were competing to cover the ceremony. The Asahi Shimbun was using a Siemens device. The Mainichi was planning to use French photo-telegraphic equipment. In the end, both papers acquired and used the NEC product, due to its faster transmission rate and higher picture quality.
In 1929 Nippon Electric provided Japan's Ministry of Communications with the A-type switching system, the first of these systems to be developed in Japan. Nippon supplied Japan's Ministry of Communications with nonloaded line carrier equipment for long-distance telephone channels in 1937.
1938 to 1945
World War II was described by the company as being the blackest days of its history. In 1938 the Mita and Tamagawa plants were placed under military control, with direct supervision by military officers. In 1939, Nippon Electric established a research laboratory in the Tamagawa plant. It became the first Japanese company to successfully test microwave multiplex communications. On December 22, 1941, the enemy property control law was passed. NEC shares owned by International Standard Electric Corporation (ISE), an ITT subsidiary, and Western Electric affiliate were seized. Capital and technical relations were abruptly severed. The "Munitions Company Law" was passed in October 1943, placing overall control of NEC plants under military jurisdiction. The Ueno plant was leveled by the military attack in March 1945. Fire bombings in April and May heavily damaged the Tamagawa Plant, reducing its capacity by forty percent. The Okayama Plant was totally destroyed by a bombing attack in June of the same year. At the end of the war, NEC's production had been substantially reduced by damage to its facilities, and by material and personnel shortages.
1945 to 1980
After the war, production was slowly returned to civilian use. NEC re-opened its major plants by the end of January 1946. NEC began transistor research and development in 1950. It started exporting radio-broadcast equipment to Korea under the first major postwar contract in 1951. NEC received the Deming Prize for excellence in quality control in 1952. Computer research and development began in 1954. NEC produced the first crossbar switching system in Japan. It was installed at Nippon Telegraph and Telephone Public Corporation (currently Nippon Telegraph and Telephone Corporation; NTT) in 1956. NEC began joint research and development with NTT of electronic switching systems the same year. NEC established Taiwan Telecommunication Company as their first postwar overseas joint venture in 1958. They completed the NEAC-1101 and NEAC-1102 computers in the same year. In September 1958, NEC built their first fully transistorized computer, the NEAC-2201, with parts made solely in Japan. One year later, they demonstrated it at the UNESCO AUTOMATH show in Paris. The company began integrated circuit research and development in 1960. In 1963 NEC started trading as American Depositary Receipts, with ten million shares being sold in the United States. Nippon Electric New York (now NEC America Inc.) was incorporated in the same year.
NEC supplied KDD with submarine cable systems for laying in the Pacific Ocean in 1964. They supplied short-haul 24 channel PCM carrier transmission equipment to NTT in 1965. NEC de Mexico, S. A. de C. V., NEC do Brasil, S. A., NEC Australia Pty. Ltd. were established between 1968 and 1969. NEC supplied Comsat Corporation with the SPADE satellite communications system in 1971. In 1972, Switzerland ordered a NEC satellite communications earth station. The same year, a small transportable satellite communications earth station was set up in China. Shares of NEC common stock were listed on the Amsterdam Stock Exchange in 1973. NEC also designed an automated broadcasting system for the Japan Broadcasting Corporation in the same year. NEC Electronics (Europe) GmbH was also established. In 1974, the ACOS series computer was introduced. The New Central Research Laboratories were completed in 1975. In 1977, Japan's National Space Development Agency launched the NEC geostationary meteorological satellite, named Himawari.
During this period NEC introduced the concept of "C&C", the integration of computers and communications. NEC America Inc. opened a plant in Dallas, Texas to manufacture PABX and telephone systems in 1978. They also acquired Electronic Arrays, Inc. of California the same year to start semiconductor chip production in the United States.
1980 to 2000
In 1980, NEC created the first digital signal processor, the NEC µPD7710. NEC Semiconductors (UK) Ltd. was established in 1981, producing VLSIs and LSIs. NEC introduced the 8-bit PC-8800 series personal computer in 1981, followed by the 16-bit PC-9800 series in 1982. In 1983 NEC stock was listed on the Basel, Geneva, and Zurich, Switzerland exchanges. NEC quickly became the dominant leader of the Japanese PC industry, holding 80% market share. NEC changed its English company name to NEC Corporation the same year. NEC Information Systems, Inc. started manufacturing computers and related products in the United States in 1984. NEC also released the V-series processor the same year. In 1986, NEC delivered its SX-2 supercomputer to the Houston Advanced Research Center, The Woodlands, Texas. In the same year, the NEAX61 digital switching system went into service. In 1987, NEC Technologies (UK) Ltd. was established in the United Kingdom to manufacture VCRs, printers, and computer monitors and mobile telephones for Europe. Also that year, NEC licensed technology from Hudson Soft, a video game manufacturer, to create a video game console called the PC-Engine (later released in 1989 as the TurboGrafx-16 in the North American market). Its prototype 3D spec successor, the Tetsujin was originally set to be released in 1992, but the lack of completed games pushed the launch date about early 1993, which was planned debut in Japan. While the PC-Engine achieved a considerable following, it has been said that NEC held a much stronger influence on the video game industry through its role as a leading semiconductor manufacturer than through any of its direct video game products. NEC USA, Inc. was established in 1989 as a holding company for North American operations.
In 1983, NEC Brasil (pt), the Brazilian subsidiary of NEC, was forced to nationalize its corporate stock under orders of the Brazilian military government, whereby shareholder control of NEC Brasil was ceded to the private equity group Brasilinvest of Brazilian investment banker Mário Garnero. Since NEC Brasil's foundation in 1968, it had become the major supplier of telecommunications equipment to the Brazilian government. In 1986, the then Minister of Communications Antônio Carlos Magalhães put NEC Brasil in financial difficulties by suspending all government contract payments to the company, whose main client was the federal government. With the subsidiary in crisis, the NEC Corporation in Japan sold NEC Brasil to Organizações Globo for only onemillion US dollars (US$1,000,000). Shortly thereafter, Magalhães resumed the government contracts and corresponding payments, and NEC Brazil became valued at over 350million US dollars (US$350,000,000). Suspicions regarding the NEC-Globo deal, which included among other things the unilateral breach of contract by Globo founder Roberto Marinho regarding the management of a regional television station in the Brazilian state of Bahia, took to the national stage only in 1992 during the first corruption charges against the impeached Brazilian president Fernando Collor de Mello. Organizações Globo subsequently sold their shares in NEC Brazil, which hit their all-time high during the state monopoly years, back to NEC Corporation in 1999 following the break-up and privatization of the Brazilian state-owned telephone monopoly Telebrás.
In 1990, the new head office building, known as the "Super Tower", was completed in Shiba, Tokyo. Additionally, joint-venture agreements were established to manufacture and market digital electronic switching systems and LSIs in China. In 1993 NEC's asynchronous transfer mode (ATM) switching system, the NEAX61 (Nippon Electronic Automatic Exchange) ATM Service Node, went into service in the United States. NEC Europe, Ltd. was established as a holding company for European operations the same year. The NEC C&C Research Laboratories, NEC Europe, Ltd. were opened in Germany in 1994. NEC (China) Co, Ltd. was established as a holding company for Chinese operations in 1996. In 1997 NEC developed 4Gbit DRAM, and their semiconductor group was honored with one of the first Japan Quality Awards. In 1998, NEC opened the world's most advanced semiconductor R&D facility.
NEC had been the no. 1 personal computer vendor in Japan during the 1980s, but it faced increasing competition from Fujitsu, Seiko Epson and IBM Japan. Nevertheless, by the early 1990s, NEC was still the largest, having well over 50% market share in the Japanese market. Competition heated up later as rival Fujitsu started to aggressively market its computers, which were industry standard (x86) instead of NEC's indigenous models.
In June 1995, NEC purchased the California-based Packard Bell company to produce desktop PCs in a common manufacturing plant for the North American market. As a result, NEC Technologies (USA) was merged with Packard Bell to create Packard Bell NEC Inc. By 1997, NEC's share was reduced to about 35%.
In decades, NEC released a new console for its predecessor SuperGrafx, the Japan-only PC-FX, a 32-bit system with a tower-like design; it enjoyed a small but steady stream of games until 1998, when NEC finally abandoned the video games industry.
NEC also supplied rival Nintendo with the RISC-based CPU, V810 (same one used in the PC-FX) for the Virtual Boy and VR4300 CPU for the Nintendo 64, released in 1995–1996, and both SNK updated VR4300 CPU (64-bit MIPS III) on Hyper Neo Geo 64, as well as to former rival Sega with a version of its PowerVR 2 GPU for the Dreamcast, released in 1997–1998. After working the previous chipset on the system. NEC supplied Bandai's WonderSwan handheld console, which was originally developed by Gunpei Yokoi, with the V30 MZ CPU. In the 2000s, NEC manufactured dynamic RAM process chips and produced for the GameCube GPU, Flipper, a graphics card development by ArtX.
NEC celebrated their 100th anniversary in 1999.
2000 to present
In 2000, NEC formed a joint-venture with Samsung SDI to manufacture OLED displays. Around this time, NEC also collaborated with the UK Government to provide schools in the country with projectors for use in classrooms, most of which are still in use to this day.
NEC Electronics Corporation was separated from NEC in 2002 as a new semiconductor company. NEC Laboratories America, Inc. (NEC Labs) started in November 2002 as a merger of NEC Research Institute (NECI) and NEC USA's Computer and Communications Research Laboratory (CCRL). NEC built the Earth Simulator Computer (ESC), the fastest supercomputer in the world from 2002 to 2004, and since produced the NEC N343i in 2006.
In 2003 NEC had a 20.8% market share in the personal computer market in Japan, slightly ahead of Fujitsu.
In 2004, NEC abandoned not only the OLED business, but the display business as a whole, by selling off their plasma display business and exiting from the joint-venture with Samsung SDI. Samsung bought all of the shares and related patents owned by NEC, incorporating Samsung OLED, which subsequently merged with Samsung Display.
In 2007, NEC and Nissan Co. Corp. started evaluating a joint venture to produce lithium ion batteries for hybrid and electric cars. The two companies established Automotive Energy Supply Corporation as a result.
On April 23, 2009, Renesas Technology Corp and NEC Electronics Corp struck a basic agreement to merge by around April 2010. On April 1, 2010, NEC Electronics and Renesas Technology merged forming Renesas Electronics which is set to be fourth largest semiconductor company according to iSuppli published data. By Q3 2010, NEC held a 19.8% market share in the PC market in Japan.
On January 27, 2011, NEC formed a joint venture with Chinese PC maker Lenovo, the fourth largest PC maker in the world. As part of the deal, the companies said in a statement they will establish a new company called Lenovo NEC Holdings B.V., which will be registered in the Netherlands. NEC will receive US$175 million from Lenovo through the issuance of Lenovo's shares. Lenovo, through a unit, will own a 51% stake in the joint venture, while NEC will hold a 49% stake. In February 2011, Bloomberg News said the joint venture would allow Lenovo to expand in the field of servers, and NEC's Masato Yamamoto said NEC would be able to grow in China.
On January 26, 2012, NEC Corporation announced that it would cut 10,000 jobs globally due to a big loss on NEC's consolidated financial statement in line with the economic crisis in Europe and lagged in the development of smartphones in the domestic market compared to Apple and Samsung. Previously, in January 2009 NEC has cut about 20,000 jobs, mainly in sluggish semiconductor and liquid crystal display related businesses.
In 2013 NEC was the biggest PC server manufacturer in Japan, with a 23.6% share. In August 2014, NEC Corporation was commissioned to build a super-fast undersea data transmission cable linking the United States and Japan for a consortium of international companies consisting of China Mobile International, China Telecom Global, Global Transit, Google, KDDI and SingTel. The pipeline went online June 30, 2016. It exited from the smartphone market in 2015 by dissolving NEC Mobile Communications, bailing out the other participants in the smartphone joint-venture.
In April 2017, KEMET Corporation announced it would purchase a 61% controlling interest in NEC Tokin from NEC, making NEC Tokin its wholly owned subsidiary. Once the purchase is complete, the company will change its name to "Tokin Corporation".
In July 2018, NEC established its subsidiary, NEC X, in Silicon Valley, to fast-track technologies and business ideas selected from inside and outside NEC. NEC X created a corporate accelerator program that works with entrepreneurs, start-ups and existing companies to help them develop new products that leverage NEC's emerging technologies.
In August 2018, Envision Energy struck an agreement with Nissan and NEC to acquire their automotive battery joint venture. In December 2018, NEC announced that it would acquire KMD, the largest Danish IT company, for $1.2 billion to strengthen its digital government business.
NEC has sold its sixty-year-old lighting business in April 2019. As of September 2019, NEC is the largest supplier of AI surveillance technology in the world.
In the first half of 2020, NEC sold a majority stake in NEC Display Solutions, the professional display subsidiary, to Sharp Corporation and decided to gradually curtail the money-losing energy storage business throughout the decade.
Upon the suggested banning of Huawei's 5G equipment led by the United States in 2020, being a diminished supplier, NEC was galvanized to ramp up its relatively small 5G network business to fill the void in the telecommunications equipment markets of the United States and the United Kingdom. NTT, the largest carrier in Japan, invested $596 million for a 4.8 percent stake in NEC to assist this move.
In December 2020, NEC acquired Swiss digital banking solution developer Avaloq for US$2.2 billion.
Operations
As of July 2018, NEC has 6 larger business segments—Public, Enterprise, Network Services, System Platform, Global, and Others. It has renamed its Telecom Carrier business to Network Service.
Principal subsidiaries of NEC include:
NEC Corporation of America
Netcracker Technology
NEC Display Solutions of America (A Sharp-owned company as of July 2020)
NEC Europe
KMD
Avaloq
Products
NEC MobilePro – a handheld computer running Windows CE
NEC Aspire hybrid small business phone system
Electric vehicle batteries (Automotive Energy Supply Corporation, a joint-venture between Nissan, NEC Corporation and NEC TOKIN)
NEC mobile phone (see NEC e616)
NEC America MultiSync Monitors and Fax devices1
NEC digital cinema projector
NEC Home Electronics (USA), Inc. / NEC MultiSpeed laptop PCs, MultiSync series PC monitors and Data Projectors
NEC Home Electronics (USA), Inc. / TV, Projection TV, VCRs and Home Audio (CD, Amplifiers, Receivers)
NEC Technologies, Inc. / Versa series notebook PCs
NEC Information Systems, Inc. POWERMATE desktop PCs
NEC Information Systems, Inc. Valuestar / NEC POWERMATE hybrid computer
NEC (Division unknown) Car Stereos and Keyless Entry Systems
Game consoles:
PC Engine (TurboGrafx-16 in the US) and all related hardware and successors; co-produced by Hudson Soft.
PC-Engine GT (TurboExpress in the US)
PC-Engine Duo (TurboDuo in the US)
PC-FX
Personal computers:
PC-6000 series
PC-6600 series
PC-8000 series
PC-8800 series
PC-9800 series, also known as PC-98
Microprocessors:
NEC V20
NEC V25
Defense products include:
J/TPS-102 Self-propelled ground-based early warning 3D radar (JGSDF)
Broadband multipurpose radio system (JGSDF)
Advanced Combat Infantry Equipment System [ACIES] (JSDF) – Major subcontractor
Howa rifle system (JSDF) – Major subcontractor as part of ACIES
Laptops
ProSpeed
Versa pro type VB December 2016
Supercomputers
1983 Announced the SX-1 and SX-2 supercomputers
1989 Introduction of SX-3
1994 First announcement of SX-4
1999 Delivery of SX-5
2002 Introduced SX-6
2002 Installation of the Earth Simulator, the world's fastest supercomputer from 2002 to 2004 reaching a speed of 35,600 gigaflops
2005 NEC SX-8 in production
2006 Announced the SX-8R
2007 Announced the SX-9
2011 First announcement of the NEC SX-9's successor
2013 Announced the SX-ACE
2017 Announced the SX-Aurora TSUBASA, computing platform that expands the horizons of supercomputing, Artificial Intelligence and Big Data analytics.
Achievements
Achievements of NEC include:
the discovery of single-walled carbon nanotubes by Sumio Iijima
the invention of the widely used MUX-scan design for test methodology (contrast with the IBM-developed level-sensitive scan design methodology)
the world's first demonstration of the one-qubit rotation gate in solid state devices.
As for mobile phones, NEC pioneered key technologies like color displays, 3G support, dual screens and camera modules.
Developed a facial recognition system able to detect and distinguish human faces through medical masks.
Released the first home console video game system to use compact discs, being the first widely available product to use compact discs as a platform for interactive video entertainment outside of home computer use.
Sponsorships
NEC was the main (title) sponsor of the Davis Cup competition until 2002, when BNP Paribas took over the sponsorship.
NEC between 1982 and 2012 sponsored the NEC Cup, a Go tournament in Japan.
NEC between 1986 and 2003 sponsored the NEC Shun-Ei, a Go tournament for young players in Japan.
NEC sponsored the English football club Everton from 1985 to 1995. The 1995 FA Cup Final triumph was Everton's final game of the decade-long NEC sponsorship, and Danka took over as sponsors.
NEC first time signed the deal to sponsor Sauber F1 Team from 2011 season until 2014 season.
Right after Sauber, NEC continue sponsored Sahara Force India F1 Team for 2015 season until its demise during 2018 season. Since then NEC has sponsored for their last time its successor Racing Point only in 2019 season.
In April 2013, NEC became the umbrella sponsor for PGA Tour Latinoamérica, a third-tier men's professional golf tour.
Sports teams
These started as works teams, but over the years came to include professional players:
NEC Red Rockets (women's volleyball)
NEC Green Rockets (men's rugby union)
NEC also used to own Montedio Yamagata of the football (soccer) J. League, but just sponsors them along with other local companies.
The following team is defunct.
NEC Blue Rockets (men's volleyball)
See also
List of computer system manufacturers
TurboGrafx-16
Footnotes
References
Mark Mason, Foreign Direct Investment and Japanese Economic Development, 1899–1931, Business and Economic History, Second Series, Volume Sixteen, 1987.
NEC Corporation, NEC Corporation, The First 80 Years, 1984, .
External links
Japanese companies established in 1899
Electronics companies established in 1899
Companies formerly listed on the Nasdaq
Companies formerly listed on the London Stock Exchange
Companies listed on the Fukuoka Stock Exchange
Companies listed on the Osaka Exchange
Companies listed on the Tokyo Stock Exchange
Computer printer companies
Computer security companies
Conglomerate companies of Japan
Consumer electronics brands
Defense companies of Japan
Electric vehicle battery manufacturers
Electronics companies of Japan
Japanese brands
Mitsui
Mobile phone manufacturers
Multinational companies headquartered in Japan
Point of sale companies
Public safety communications
Sumitomo Group
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383705
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https://en.wikipedia.org/wiki/D-subminiature
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D-subminiature
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The D-subminiature or D-sub is a common type of electrical connector. They are named for their characteristic D-shaped metal shield. When they were introduced, D-subs were among the smallest connectors used on computer systems.
Description, nomenclature, and variants
A D-sub contains two or more parallel rows of pins or sockets usually surrounded by a D-shaped metal shield that provides mechanical support, ensures correct orientation, and may screen against electromagnetic interference. D-sub connectors have gender: parts with pin contacts are called male connectors or plugs, while those with socket contacts are called female connectors or sockets. The socket's shield fits tightly inside the plug's shield. Panel-mounted connectors usually have #4-40 UNC (as designated with the Unified Thread Standard) jackscrews that accept screws on the cable end connector cover that are used for locking the connectors together and offering mechanical strain relief, and can be tightened with a 3/16" (or 5mm) hex socket. Occasionally the nuts may be found on a cable end connector if it is expected to connect to another cable end (see the male DE-9 pictured). When screened cables are used, the shields are connected to the overall screens of the cables. This creates an electrically continuous screen covering the whole cable and connector system.
The D-sub series of connectors was introduced by Cannon in 1952. Cannon's part-numbering system uses D as the prefix for the whole series, followed by one of A, B, C, D, or E denoting the shell size, followed by the number of pins or sockets, followed by either P (plug or pins) or S (socket) denoting the gender of the part. Each shell size usually (see below for exceptions) corresponds to a certain number of pins or sockets: A with 15, B with 25, C with 37, D with 50, and E with 9. For example, DB-25 denotes a D-sub with a 25-position shell size and a 25-position contact configuration. The contacts in each row of these connectors are spaced 326/3000 of an inch apart, or approximately , and the rows are spaced apart; the pins in the two rows are offset by half the distance between adjacent contacts in a row. This spacing is called normal density. The suffixes M and F (for male and female) are sometimes used instead of the original P and S for plug and socket.
Later D-sub connectors added extra pins to the original shell sizes, and their names follow the same pattern. For example, the DE-15, usually found in VGA cables, has 15 pins in three rows, all surrounded by an E size shell. The pins are spaced at horizontally and vertically, in what is called high density. The other connectors with the same pin spacing are the DA-26, DB-44, DC-62, DD-78 and DF-104. They all have three rows of pins, except the DD-78 which has four, and the DF-104 which has five rows in a new, larger shell. The double density series of D-sub connectors features even denser arrangements and consists of the DE-19, DA-31, DB-52, DC-79, and DD-100. These each have three rows of pins, except the DD-100, which has four.
However, this naming pattern is not always followed. Because personal computers first used DB-25 connectors for their serial and parallel ports, when the PC serial port began to use 9-pin connectors, they were often labeled as DB-9 instead of DE-9 connectors, due to an ignorance of the fact that B represented a shell size. It is now common to see DE-9 connectors sold as DB-9 connectors. DB-9 nearly always refers to a 9-pin connector with an E-size shell. The non-standard 23-pin D-sub connectors for external floppy drives and video output on most of the Amiga computers are usually labeled DB-23, even though their shell size is two pins smaller than ordinary DB sockets. Several computers also used a non-standard 19-pin D-sub connector, sometimes called DB-19, including Macintosh (external floppy drive), Atari ST (external hard drive), and NeXT (Megapixel Display monitor and laser printer).
Reflecting the same confusion of the letters DB with just D as mentioned above, high-density connectors are also often called DB-15HD (or even DB-15 or HD-15), DB-26HD (HD-26), DB-44HD, DB-62HD, and DB-78HD connectors, respectively, where HD stands for high density.
Cannon also produced combo D-subs with larger contacts in place of some of the normal contacts, for use for high-current, high-voltage, or co-axial inserts. The DB-13W3 variant was commonly used for high-performance video connections; this variant provided 10 regular (#20) pins plus three coaxial contacts for the red, green, and blue video signals. Combo D-subs are currently manufactured in a broad range of configurations by other companies. Some variants have current ratings up to 40 A; others are waterproof and meet IP67 standards.
A further family of connectors of similar appearance to the D-sub family uses names such as HD-50 and HD-68, and has a D-shaped shell about half the width of a DB25. They are common in SCSI attachments.
The original D-sub connectors are now defined by an international standard, IEC 60807-3 / DIN 41652. The United States military also maintains another specification for D-subminiature connectors, the MIL-DTL-24308 standard.
Micro-D and Nano-D
Smaller connectors have been derived from the D-sub including the microminiature D (micro-D) and nanominiature D (nano-D) which are trademarks of ITT Cannon. Micro-D is about half the length of a D-sub and Nano-D is about half the length of Micro-D. Their primary applications are in military and space-grade technology. The MIL-SPEC for Micro-D is MIL-DTL-83513 and for Nano-D is MIL-DTL-32139.
Typical applications
Communications ports
The widest application of D-subs is for RS-232 serial communications, though the standard did not make this connector mandatory. RS-232 devices originally used the DB25, but for many applications the less common signals were omitted, allowing a DE-9 to be used. The standard specifies a male connector for terminal equipment and a female connector for modems, but many variations exist. IBM PC-compatible computers tend to have male connectors at the device and female connectors at the modems. Early Apple Macintosh models used DE-9 connectors for RS-422 multi-drop serial interfaces (which can operate as RS-232). Later Macintosh models use 8-pin miniature DIN connectors instead.
On PCs, 25-pin and (beginning with the IBM PC/AT) 9-pin plugs were used for the RS-232 serial ports; 25-pin sockets were used for parallel ports (instead of the Centronics port found on the printer itself, which was inconveniently large for direct placement on the expansion cards).
Many uninterruptible power supply units have a DE-9F connector on them in order to signal to the attached computer via an RS-232 interface. Often these do not send data serially to the computer but instead use the handshaking control lines to indicate low battery, power failure, or other conditions. Such usage is not standardized between manufacturers and may require special cables.
Network ports
DE9 connectors were used for some Token Ring networks as well as other computer networks.
The Attachment Unit Interfaces that were used with 10BASE5 thick net in the 1980s and 1990s used DA-15 connectors for connectivity between the Medium Attachment Units and (Ethernet) network interface cards, albeit with a sliding latch to lock the connectors together instead of the usual hex studs with threaded holes. The sliding latch was intended to be quicker to engage and disengage and to work in places where jackscrews could not be used for reasons of component shape. The hexagonal pillars (4-40 bolt) at both ends of each connector have a threaded stud fastening the connectors to the metal panel. They also have threaded sockets to receive jackscrews on the cable shell, holding the plug and socket together.
DE-9 connectors are commonly used in Controller Area Network (CAN): female connectors are on the bus while male connectors are on devices.
Computer video output
DE9 connectors
A female 9-pin connector on an IBM compatible personal computer may be a digital RGBI video display output such as MDA, Hercules, CGA, or EGA (rarely VGA or others). Even though these all use the same DE9 connector, the displays cannot all be interchanged and monitors or video interfaces may be damaged if connected to an incompatible device using the same connector.
DE-15 connectors
Later analog video (VGA and later) adapters generally replaced these connectors with DE-15 high-density sockets (though some early VGA devices still used DE-9 connectors). DE-15 connectors have the same shell size as the DE-9 connectors (see above).
DA-15 connectors
Many Apple Macintosh models, beginning with the Macintosh II, used DA-15 sockets for analog RGB video out. The earlier Apple IIGS used the same connector for the same purpose but with an incompatible pinout. A digital (and thus also incompatible) RGB adapter for the Apple IIe also used a DA-15F. The Apple IIc used a DA-15F for an auxiliary video port which was not RGB but provided the necessary signals to derive RGB.
Game controller ports
DE9 connectors
Starting in the late 1970s the Atari 2600 game console used modified DE9 connectors (male on the system, female on the cable) for its game controller connectors. The Atari joystick ports had bodies entirely of molded plastic without the metal shield, and they omitted the pair of fastening screws. In the years following, various video game consoles and home computers adopted the same connector for their own game ports, though they were not all interoperable. The most common wiring supported five connections for discrete signals (five switches, for up, down, left, and right movement, and a fire button), plus one pair of 100 kΩ potentiometers, or paddles, for analog input. Some computers supported additional buttons, and on some computers additional devices, such as a computer mouse, a light pen, or a graphics tablet were also supported via the game port. Unlike the basic one-button digital joysticks and the basic paddles, such devices were not typically interchangeable between different systems.
Systems utilizing the DE9 connector for their game port included the TI-99/4A; Atari 8-bit family and Atari ST; the Atari 7800; the VIC-20, Commodore 64, Commodore 128, and Amiga; the Amstrad CPC (which employed daisy-chaining when connecting two Amstrad-specific joysticks); the MSX, X68000, and FM Towns, predominantly used in Japan; the ColecoVision; the early Sega platforms (e.g. SG-1000, Master System and Mega Drive/Genesis); and the 3DO Interactive Multiplayer.
The ZX Spectrum lacked a built-in joystick connector of any kind but aftermarket interfaces provided the ability to connect DE9 joysticks. NEC's home computers (e.g. PC-88, PC-98) also used DE9 connectors for game controllers, depending on the sound card used.
The Fairchild Channel F System II and Bally Astrocade used DE9 connectors for their detachable joystick as well. Both are incompatible with the Atari connector.
Many Apple II computers also use DE9 connectors for joysticks, but they have a female port on the computer and a male on the controller, use analog rather than digital sticks, and the pinout is completely unlike that used on the aforementioned systems. DE9 connectors were not used for game ports on the Macintosh, Apple III, IBM PC compatible systems, or most game consoles outside the aforementioned examples. Sega switched to proprietary controller ports for the Saturn and Dreamcast.
DA-15 connectors
DA-15S connectors are used for PC joystick connectors, where each DA-15 connector supports two joysticks each with two analog axes and two buttons. In other words, one DA-15S game adapter connector has 4 analog potentiometer inputs and 4 digital switch inputs. This interface is strictly input-only, though it does provide +5 V DC power. Some joysticks with more than two axes or more than two buttons use the signals designated for both joysticks. Conversely, Y-adapter cables are available that allow two separate joysticks to be connected to a single DA-15 game adapter port; if a joystick connected to one of these Y-adapters has more than two axes or buttons, only the first two of each will work.
The IBM DA-15 PC game connector has been modified to add a (usually MPU-401 compatible) MIDI interface, and this is often implemented in the game connectors on third-party sound cards, for example, the Sound Blaster line from Creative Labs. The standard straight game adapter connector (introduced by IBM) has three ground pins and four +5 V power pins, and the MIDI adaptation replaces one of the grounds and one of the +5 V pins, both on the bottom row of pins, with MIDI In and MIDI Out signal pins. (There is no MIDI Thru provided.) Creative Labs introduced this adaptation.
The Neo Geo AES game console also used the DA-15 connector, however, the pins are wired differently and it is therefore not compatible with the regular DA-15 PC game controllers.
The Nintendo Famicom's controllers were hardwired but also included a DA-15 expansion port for additional controllers. Many clones of the hardware used a DA-15 which implemented a subset of the Famicom expansion port and were therefore compatible with some Famicom accessories. Later clones switched to the cheaper DE9 port.
The Atari 5200 also used a DA-15 instead of the DE9 of its predecessor to facilitate the matrix for the keypad. The Atari Falcon, Atari STe and Atari Jaguar used a DE-15.
Other
25-pin sockets on Macintosh computers are typically single-ended SCSI connectors, combining all signal returns into one contact (again in contrast to the Centronics C50 connector typically found on the peripheral, supplying a separate return contact for each signal), while older Sun hardware uses DD50 connectors for Fast-SCSI equipment. As SCSI variants from Ultra2 onwards used differential signaling, the Macintosh DB25 SCSI interface became obsolete.
The complete range of D-sub connectors also includes DA-15s (one row of 7 and one of 8), DC-37s (one row of 18 and one of 19), and DD50s (two rows of 17 and one of 16); these are often used in industrial products, the 15-way version being commonly used on rotary and linear encoders.
The early Macintosh and late Apple II computers used a non-standard 19-pin D-sub for connecting external floppy disk drives. Atari also used this connector on their 16-bit computer range for attaching hard disk drives and the Atari laser printer, where it was known as both the ACSI (Atari Computer System Interface) port and the DMA bus port. The Commodore Amiga used an equally non-standard 23-pin version for both its video output (male) and its port for daisy-chaining up to three extra external floppy disk drives (female).
In professional audio, several connections use DB-25 connectors:
TASCAM and many others are using a connection over DB-25 connectors, which has been standardized into AES59. This connection transports AES3 digital audio or analog audio using the same pinout.
TASCAM initially used their TDIF connection over DB-25 connectors for their multitrack recording audio equipment. The transported signals are not AES3 compatible.
Roland used DB-25 connectors for their multi-track recording audio equipment (R-BUS). A few patch panels have been made which have the DB-25 connectors on the back with phone jacks (or even TRS phone connectors) on the front, however, these are normally wired for TASCAM, which is more common outside of broadcasting.
In broadcast and professional video, parallel digital is a digital video interface that uses DB-25 connectors, per the SMPTE 274M specification adopted in the late 1990s. The more common SMPTE 259M serial digital interface (SDI) uses BNC connectors for digital video signal transfer.
DC-37 connectors are commonly used in hospital facilities as an interface between hospital beds and nurse call systems, allowing for the connection and signaling of Nurse Call, Bed Exit, and Cord out including TV entertainment and lighting controls.
DB-25 connectors are commonly used to carry analog signals for beam displacement and color to laser projectors, as specified in the ISP-DB25 protocol published by the International Laser Display Association.
Wire-contact attachment types
There are at least seven different methods used to attach wires to the contacts in D-sub connectors.
Solder-bucket (or solder-cup) contacts have a cavity into which the stripped wire is inserted and hand-soldered.
Insulation displacement contacts (IDCs) allow a ribbon cable to be forced onto sharp tines on the back of the contacts; this action pierces the insulation of all the wires simultaneously. This is a very quick means of assembly whether done by hand or machine.
Crimp contacts are assembled by inserting a stripped wire end into a cavity in the rear of the contact, then crushing the cavity using a crimp tool, causing the cavity to grip the wire tightly at many points. The crimped contact is then inserted into the connector where it locks into place. Individual crimped pins can be removed later by inserting a special tool into the rear of the connector.
PCB pins are soldered directly to a printed circuit board and not to a wire. Traditionally through hole plated (THP) board style pins were used (print) but increasingly gull-wing surface mount (SMD) connections are used, although the latter frequently exhibit solder pad contact problems when exposed to mechanical stress. These connectors are frequently mounted at a right angle to the PCB, allowing a cable to be plugged into the edge of the PCB assembly. While angled connectors traditionally occupied significant room on the PCB, flat SMD connector variants are produced by various manufacturers. Electrical/mechanical anchor points (often soldered) for the connector shell and locking screws are also provided but significantly differ in their position between US and EU connector variants, so that the correct type must be used unless the PCB was designed to accept them both. The PCB connectors are available in variants with either inch or metric pitch of the soldered contacts. Tolerances are typically large enough to allow the mounting of the smaller connectors regardless of the pitch variant used, but this does not hold true for the larger connectors.
Wire wrap connections are made by wrapping solid wire around a square post with a wire wrap tool. This type of connection is often used in developing prototypes.
The wire wrap and IDC connections styles had to contend with incompatible pin spacing to the ribbon cable or proto board grid, especially for larger pin counts.
See also
Micro ribbon connector
References
External links
. Comprehensive DB-25 wiring diagrams: Tascam, Apple, SCSI, etc.
. A list of common computer connectors, including most D-sub.
. Devices with DE-9 connectors.
.
Electrical connectors
Electrical signal connectors
Audiovisual connectors
Computer connectors
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383712
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https://en.wikipedia.org/wiki/Uru%3A%20Ages%20Beyond%20Myst
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Uru: Ages Beyond Myst
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Uru: Ages Beyond Myst is an adventure video game developed by Cyan Worlds and published by Ubisoft. Released in 2003, the title is the fourth game in the Myst canon. Departing from previous games of the franchise, Uru takes place in the modern era and allows players to customize their onscreen avatars. Players use their avatars to explore the abandoned city of an ancient race known as the D'ni, uncover story clues and solve puzzles.
Cyan began developing Uru shortly after completing Riven in 1997, leaving future Myst sequels to be produced by third-party developers. Uru required five years and $12 million to complete. Uru was initially conceived as a multiplayer game; the single-player portion was released, but the multiplayer component, Uru Live, was delayed, released, and then eventually canceled. The online video game service GameTap re-released the multiplayer portion of Uru as Myst Online: Uru Live in February 2007, but the service was canceled again the following year due to a lack of subscribers. GameTap passed the rights to Uru Live back to Cyan, who re-launched the game for free in 2010.
Uru was not as well received as previous Myst titles. Critics admired the visuals and new features of the game but criticized the lack of multiplayer in the retail version and clunky controls. Compared to previous games in the series, which had sold millions of units, Urus sales were considered disappointing. The game was a critical and commercial disappointment for Cyan, causing the company financial troubles; nevertheless, it has attracted a cult following.
Gameplay
Uru: Ages Beyond Myst is a puzzle-adventure game that takes place in worlds known as Ages. Gameplay can be viewed from first- and third-person perspectives, a departure from other Myst titles. Players navigate Ages from the third-person perspective, but can switch to the first-person view for closer inspection of clues and objects. Players in Uru can neither pick up objects nor carry an inventory of items; puzzle items must be pushed or kicked into place. The onscreen interface is minimal, having no health meters, maps, or compasses to distract from exploration.
Players create their own avatars when beginning the game. Different skin tones, facial features, clothing, and hairstyles are available for customizing these player representations. Players also receive a special linking book, a volume that serves as a portal to a personal world or Age, known as Relto. The main objective of the game is to explore and restore power to other Ages; players must also find seven "journey cloths". These cloths serve as save points in lieu of a game-saving option; characters are transported to the last cloth they touched when they restart. As in previous Myst games, player characters cannot die. For example, falling off a cliff sends characters back to Relto. The personal Age serves as a hub in Uru, containing a bookshelf with linking books to Ages players have explored, as well as avatar customization options and game information.
During the course of the game, players uncover clues about the D'ni, an ancient civilization, and the archeological group dedicated to learning more about them, the D'ni Restoration Council. Aspects of the D'ni civilization such as social structure, marriage, and how Ages came about are also imparted as players progress through the Ages. Players may collect Relto pages, which offer cosmetic customization to the player's personal Age—for example, making it rain or adding a waterfall.
Uru was originally to ship with a massively multiplayer online component, which was delayed and never integrated into the retail release. Initially branded Uru Live, the multiplayer portion was designed to allow two or more players to work together to overcome obstacles or complete puzzles. Players would be able to chat in real time and cooperate in specially-designed puzzles. In previews of the multiplayer component, there were three distinct types of Ages. The personal Age provided links to other Ages, which were unlocked by solving puzzles in prerequisite worlds. Neighborhood Ages were analogous to an invite-only party, and City Ages provided places for players to congregate; IGN called the Age "a giant lounge".
Plot
Uru takes place many years after the events of Myst IV: Revelation. Unlike previous games in the series, Urus story mixes fictional plot elements with real-world events. According to the game's fictional history, archeologists found an entrance to a vast cave system in the 1980s near a volcano in New Mexico. The caves led to an ancient abandoned city built by the enigmatic D'ni civilization. The D'ni practiced an ancient ability known as the Art. By writing a description of another world, the D'ni created "linking books" that served as portals to the worlds described, known as Ages. Soon after making contact with a single human, the entire civilization suddenly disappeared two hundred years ago. In Urus story, the video game Myst was created when the archeological leaders approached a development studio, Cyan, and asked them to create a game to educate the public about the D'ni. Myst sold millions of copies, and Cyan continued to produce games based on D'ni findings. In the present day, a group known as the D'ni Restoration Council or DRC reopens the passages to the D'ni caverns and begins to rebuild the abandoned cities.
Players begin Urus story in New Mexico near the Cleft, a deep fissure in the ground near the entrance to the D'ni caverns. A man who introduces himself as Zandi sits in front of his trailer by the Cleft, encouraging the player to discover the environment and join the exploration. The player stumbles across a hologram of a woman, Yeesha, who tells the story of the D'ni and requests help to rebuild the civilization.
Development
Cyan Worlds began development on its next project after the company finished 1997's Riven, the sequel to the bestselling Myst. The game that became Uru would take more than five years and $12 million to complete. While under development, Uru was codenamed DIRT ("D'ni in real time"), then MUDPIE (for "Multi-User DIRT, Persistent / Personal Interactive Entertainment / Experience / Exploration / Environment"). Uru was officially announced as Myst Online, before being renamed Uru in early 2003. Myst co-creator Rand Miller released a statement along with an outline of the game:
Uru is a revolutionary adventure game that takes the best qualities of the Myst franchise and makes them even better. The single-player experience will eclipse the beauty, grandeur, and mind-challenging elements of previous titles. Plus, with the option to join a constantly updated online universe, the adventure never has to end. From new machines and puzzles to special events and entirely new Ages, players will find more to do, more to see, and more to explore each time they return—and this time, they can discover everything with old and new friends.
Miller considered Uru a major departure from Myst and Riven in that Cyan wanted to create a persistent world, where actions occurred while the player was not online. Miller did not consider the game a true massively multiplayer online game, saying "there is not leveling and skills and monsters and experience in any artificial sense. The 'leveling' is finding and exploring and owning new Ages that are released regularly; the experience is what you really learn while exploring that will help you later—not points on a scale." Miller considered there to be two benefits to such a system: firstly that players would care more about being part of the story, and secondly that even new players could make discoveries and be part of the community. The game was designed as more of a spin-off than a sequel to previous Myst games, due to the merging of items from the contemporary (traffic cones and T-shirts) to the fantastic (books that transport the user to new worlds).
The game was originally conceived as a multiplayer-only game, where players could meet and solve new puzzles that would be added monthly. At the request of publisher Ubisoft, Cyan eventually developed a single-player portion as well. Cyan announced players would be invited to participate in a multiplayer beta test, which drew 10,000 to 40,000 participants. Uru was released in November 2003, while the multiplayer portion was delayed. Small groups of players were allowed to come online to test the multiplayer part of the game, and journalists were told they would be invited to play soon after, but Uru Live was canceled before being released. Cyan stated that there were not enough projected subscribers to support the service.
Expansion packs and Uru: Complete Chronicles
After Urus release and Uru Lives demise, Cyan announced that new content would be added via expansion packs. The first, Uru: To D'ni, added the never-released Uru Live online content, thus focusing on the past of the D'ni. Uru: The Path of the Shell, extended the story of Uru in the present and added multiple never-before-seen Ages. Unlike the first expansion pack, Uru: The Path of the Shell was not free, but was boxed and sold in stores. Uru, To Dni, and The Path of the Shell were also packaged together and sold as Uru: Complete Chronicles.
Audio
Urus music was composed by Tim Larkin, who had started his career at game publisher Brøderbund, and lobbied hard to be included on Rivens development team. Larkin worked on creating different sound effects for Riven and was chosen to score Uru after composer and Myst co-creator Robyn Miller left Cyan in early 1998. The music for the game was collected as a soundtrack, Uru Music, that was released in 2003. The game also feature the song Burn You Up, Burn You Down performed by Peter Gabriel used as the official theme song for the game.
Larkin chose the instrumentation for each track based on the various digital environments in the game. When the player is in the game's representation of New Mexico, for example, Larkin used a resonator guitar and flutes, creating what he called something "indigenous to a southwest type of feel that's very contemporary". In other areas Larkin described the game's music as being "less typical than you would find in most games" because of the exotic landscape the developers had created. To create contemporary and exotic types of music in the game, Larkin employed a combination of real and synthesized instruments. Sometimes Larkin replaced synthesized performances with those of real musicians, as in the track "Gallery Theme", where a synthesized vocal part was eventually discarded in favor of soprano Tasha Koontz. To create an exotic feel, Larkin used a group of Maasai tribesmen's chanting, who were recorded during their visit to Spokane, Washington, where Cyan Worlds was located at that time.
The Uru soundtrack received two Game Audio Network Guild (G.A.N.G.) nominations in 2004—one for "Best Original Vocal Song (Choral)" for the "Gallery Theme" (which won), and another for "Best Original Soundtrack." Beyond its use in Uru, "Gallery Theme" was later used in the theatrical trailer for Steven Spielberg's film, Munich. The Uru soundtrack comes on an enhanced CD, containing a (nearly) four-minute music video called "Uru: The Makers" and an audio-only interview with Rand Miller and Tim Larkin.
Uru Live
To compensate for the cancellation of Uru Live, Cyan published all the developed online content as single-player expansion packs. Meanwhile, a small group of dedicated fans, many of them the Uru Live beta testers, were allowed to maintain their unofficial servers, called "shards". Cyan released binaries of the original Uru Live servers under the banner Until Uru and coordinated with the fan shards so that players could verify their authentication keys, necessary to play the game. The shards were often unstable and no new content was released; rather, they provided a place for fans to socialize. In February 2006, Cyan opened their own official shard, called D'mala, open at no charge to Uru owners, though an invitation from the community was required. Miller revealed in a letter to fans that Cyan had received "limited funding from a third party that allows us to breathe some refreshing new life and optimism into all things Uru." As with the fan-operated servers, D'mala would feature no new content, instead allowing Cyan staff called "surveyors" to interact with fans and gather information.
In April 2006, GameTap announced it was relaunching Uru Live as Myst Online: Uru Live. A major reason for the resurrection of the game was the fan support. According to GameTap's vice president of content Ricardo Sanchez, "One of the reasons [GameTap was] so attracted to Uru Live is that it had this persistent group that kept it alive during the dark days of its absence." While Cyan devoted its time to Myst Online, it promised not to shut down Until Uru in the meantime, although it would offer no new authentication keys. GameTap released Myst Online in February 2007. A Macintosh version, using the Cider translation layer engine so that Intel-processor Macs did not need a Windows installation to run the game, was released in March. At the time, Myst Online was the only Mac-compatible game on GameTap. New content for the game was released in the form of online "episodes", adding new Ages, puzzles, and plot continuation with each episode. For business reasons GameTap announced in February 2008 that the game would go offline in April; Cyan reacquired the rights to the game and announced that it would give the Myst Online source code and tools to the fans, making the game an open-source project.
In 2010, Cyan Worlds released the game free of charge, under the name Myst Online: Uru Live again (MO:ULagain). It is currently hosted on Cyan-maintained servers.
In 2011, Cyan Worlds and OpenUru.org announced the release of Myst Onlines client and 3ds Max plugin under the GNU GPL v3 license.
Reception
Initial reception to Uru was generally positive, but less so than previous games in the series. The game has average critic scores of 79/100 and 76.19% from aggregate web sites Metacritic and GameRankings, respectively. Though Uru was a departure from previous Myst titles, the differences were usually praised. Game Informers Lisa Mason said Uru "successfully updated" the adventure game genre. The visuals and music were highly praised, and GameZone called the world of the D'ni beautifully rendered and brilliantly designed. Newspapers appreciated the contrast Uru offered from violence-filled contemporary games.
The game's third-person controls and the addition of instant failures by falling were not well received. Denise Cook of Computer Gaming World called the third person option "choked" and "quirky". While Cook appreciated the added depth and immersion provided by the real-time rendering, she found incidents such as slipping off rocks, falling into lava, and plummeting into canyons irksome additions to the previously stress-free Myst formula. GameSpy's Carla Harker found several puzzles highly difficult solely due to the poorly implemented control scheme which "never becomes intuitive". Computer Gaming Worlds Robert Coffey and Cook considered the plot of the single-player release minimal and forgettable.
A major critic complaint about Uru was that the game did not ship with the multiplayer component. GameSpot's Andrew Park questioned why the game shipped with the multiplayer element open only for select players when the component had previously been beta-tested. GameSpy was disappointed that the feature advertised on the box and in the game manual was not available in the product. Reviewer Bob Mandel found that the most disappointing part of the dropped multiplayer game was that "as you progress through the game, a number of tantalizing clues emerge of places you can go and activities you can undertake only through the promised online mode."
Urus sales were considered disappointing, whereas the first three Myst games had sold more than 12 million units collectively before Urus release. Among computer games, The NPD Group ranked Uru ninth for the weeks ending November 22 and December 6, and 13th for the month of December 2003 overall. In North America, the game sold 78,329 units during 2003, and another 18,860 during the first two months of 2004. Although it sold between 100,000 and 400,000 copies in the United States by August 2006, it was beaten by Myst III: Exiles sales in the region. Time magazine pointed to Urus relative failure as evidence the franchise had lost its touch, a notion the developers of Myst IV: Revelation sought to dispel. Urus poor sales were also considered a factor in financially burdening Cyan, contributing to the company's near-closure in 2005. The title's original graphics and story nevertheless attracted a cult following.
Uru: Ages Beyond Myst won PC Gamer USs 2003 "Best Adventure Game" and "Best Sound" awards. The magazine's Chuck Osborn called it "the future of the genre" and "an exhilarating innovation". Computer Games Magazine presented Uru with its "Best Art Direction" award, for which it tied with Tron 2.0. The game was nominated in The Electric Playgrounds "Best Adventure Game for PC" category, but lost this prize to Beyond Good & Evil. It also received a nomination for "Computer Action/Adventure Game of the Year" at the AIAS' 7th Annual Interactive Achievement Awards, but was ultimately given to Prince of Persia: The Sands of Time.
References
External links
2003 video games
Adventure games
Cyan Worlds games
Massively multiplayer online games
Multiplayer and single-player video games
Myst games
Peter Gabriel
Puzzle video games
Ubisoft games
Video games developed in the United States
Video games with gender-selectable protagonists
Video games scored by Tim Larkin
Video games set in New Mexico
Video games with expansion packs
Video games using Havok
Windows games
Windows-only games
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https://en.wikipedia.org/wiki/London%20Biggin%20Hill%20Airport
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London Biggin Hill Airport
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London Biggin Hill Airport is a minor international airport at Biggin Hill in the London Borough of Bromley, located south-southeast of Central London. The airport was formerly a Royal Air Force station RAF Biggin Hill, and a small enclave on the airport still retains that designation.
Biggin Hill is best known for its role during the Battle of Britain in the Second World War, when it served as one of the principal fighter bases protecting London and South East England from attack by German Luftwaffe bombers. Over the course of the war, fighters based at Biggin Hill claimed 1,400 enemy aircraft, at the cost of the lives of 453 Biggin Hill based aircrew.
The airport has a CAA Ordinary Licence (Number P804) that allows flights for the public transport of passengers or for flying instruction as authorised by the licensee (Regional Airports Limited). It specialises in general aviation, handling a spectrum of traffic from private aviation to large business jets. It currently has no scheduled airline service, as flights using the airport are not permitted to carry fare-paying passengers.
History
Military airfield
The airfield was originally opened by the Royal Flying Corps (RFC) during the First World War. Koonowla House was requisitioned by the War Office in 1916 for the RFC to conduct wireless experiments. Then on 13 February 1917 the RFC transferred there (from their long-time HQ at RAF Joyce Green, at Long Reach near Dartford), and established it as part of the London Air Defence Area, using the adjacent Cudham Lodge estate, which contained a huge undivided field ideal for aircraft. The same year Lord Stanhope's Aperfield Court and grounds, some from the station, were requisitioned for use as a radio transmitter and fighter ground control station. The station was responsible for defending the capital against attacks by Zeppelins and Gotha bombers. To this end, 141 Squadron of the RFC was based at Biggin Hill and equipped with Bristol Fighters.
Shortly after the war, on 7 January 1919, around 700 RAF technical staff mutinied. Their grievances included poor food and living conditions, with one complaint being that they only had eight washbasins between them. The mutiny was ended by the intervention of sympathetic officers.
Apperfield Court was demolished in 1920 and the aerodrome extended onto its grounds. Between the wars, the airfield was used by a number of experimental units, working on instrument design, ground-based anti-aircraft defences, and night flying. The base was closed between 1929 and 1932, during which period reconstruction work took place including the building of new hangars.
During the Second World War the airfield was one of the commanding bases for No. 11 Group RAF, RAF Fighter Command during the Battle of Britain, with both Spitfires and Hurricanes from a variety of squadrons being based there. The squadrons based at Biggin Hill claimed to have destroyed 1,400 enemy aircraft, at the cost of the lives of 453 Biggin Hill based aircrew. Because of its importance to the capital's defence, the airfield itself became a target. Between August 1940 and January 1941, the airfield was attacked twelve times, the worst of which wrecked workshops, stores, barracks, WAAF quarters and a hangar, killing 39 people on the ground. During the war Biggin Hill was also used by RAF Balloon Command and Air Defence of Great Britain.
After the war, Biggin Hill was briefly used by RAF Transport Command, and then became a base for both regular and reserve fighter squadrons, flying Spitfires, Meteors and Hunters. A fatal incident involving the loss of three Meteors on 18 June 1951 (see incidents and accidents below) caused the station's continued use by the military to be called into question. However, in 1958 Biggin Hill ceased to be an operational RAF station, becoming the Officer and Aircrew Selection Centre for the RAF. Due to the impending closure of the nearby original London Airport at Croydon, from 1956 much of the civilian light aviation from Croydon relocated to Biggin and it became a joint civilian and military airport. Croydon closed completely in 1959, at which time Biggin Hill became a mainly civilian airport with only occasional military flying taking place.
RAF units at Biggin Hill
The following units were at Biggin Hill at some time:
Units
Transfer to civilian use
Towards the end of 1963, the Orpington Urban District Council (within whose boundaries the airfield lay) was approached by the Board of Trade as to whether the Council would purchase (effectively from the RAF) Biggin Hill airfield. In 1964, on formation of the London Borough of Bromley, which absorbed Orpington, the offer to purchase was open to the new borough. Protracted negotiations were held with the Board of Trade and later the Department of Trade and Industry. At a special meeting on 15 June 1972 the Council decided to purchase the airport by a recorded vote of 41 to 9. The purchase was eventually completed in 1974.
RAF Biggin Hill was awarded the Freedom of the Borough of Bromley on 5 October 1980.
In May 1992 the Department of Transport issued a direction to the Council under s.13 of the Airports Act 1986. The effect of this direction, which affected airports generating turnover of £1 million or more (Biggin Hill just scraped into this limit), was to require the Council to set up a new company for the purpose of operating the airport as an independent commercial undertaking. To comply with the direction would have required the transfer of all the assets and liabilities to the company with a consequential loss of council control over airport activities. In the circumstances, the council decided that the granting of a 125-year lease would enable more control to be retained than an outright disposal of the freehold or by a transfer to a local authority company with an uncertain future. In May 1994, the airport was leased to Biggin Hill Airport Limited ("BHAL"), now a subsidiary of Regional Airports Limited, for 125 years.
Meanwhile, the Officer and Aircrew Selection Centre moved to RAF Cranwell in 1992, marking the end of active RAF involvement.
In 2001, the London Borough of Bromley as freeholder of the airport succeeded in an action in the Court of Appeal. The court ruling prohibits the airport operators from allowing tickets to be sold for flights into and out of the airport, thus preventing its use for scheduled or holiday charter flights, but allowing business aviation and corporate shuttles.
In May 2017 runway 29/11 was permanently withdrawn from use.
Description
The airport is located on a hilltop, just to the east of the Bromley to Westerham road (A233) and about to the north of the town of Biggin Hill in the London Borough of Bromley. It is in a rural area to the south-east of Greater London, outside of the Greater London Built-up Area. The small village of Leaves Green lies adjacent to the north-western perimeter of the airport.
The airport has one runway (03/21, so close to northeast by north/southwest by west) 1,820 metres in length, making it usable by aircraft up to Boeing 737/Airbus A320 size, and it has an Instrument Landing System. Radar air traffic control (ATC) services are provided by Thames Radar at the London Terminal Control Centre, while procedural approach and VFR ATC services are provided by the airport itself.
Despite the ban on scheduled services, Biggin Hill is used by a large number of business flights by business jets and similar sized aircraft. The airport has a passenger terminal, located on the A233 road just south of Leaves Green, which provides facilities for such flights, including departure lounges, a licensed café bar, and customs and immigration facilities.
The current RAF Biggin Hill is a small enclave on the western boundary of the airport to the south of the passenger terminal, and contains the headquarters of 2427 Squadron of the Air Training Corps. Next to this is St George's Chapel of Remembrance. This brick built chapel was erected in 1951, to replace an earlier chapel destroyed by fire, and now serves as a memorial to all the aircrew who died flying from the Biggin Hill Sector. It is surrounded by a garden of remembrance and has gate guardians in the form of full-sized replicas of a Hurricane and a Spitfire, representing the aircraft that flew from the former airfield during the Battle of Britain. The replicas replaced genuine aircraft that formerly served as the guardians. Air Marshal Hugh Dowding laid the foundation stone. The chapel was taken out of the RAF's control in 2015, and is now run by Biggin Hill Airport.
Besides the passenger terminal and RAF enclave, other former RAF buildings still exist in the 'North Camp' to the west of the main runway, including the Sergeant's Mess of 1932, the Airmen's Institute of circa 1926, the former Station Headquarters building of 1931 and several barrack blocks. The buildings, which are Grade II listed, are in a redbrick neo-Georgian style typical of military airfields of the interwar period. They have been vacant since the Officer and Aircrew Selection Centre closed in 1992, and were added to English Heritage's list of buildings at risk in 2006.
The 'South Camp', situated to the south of runway 11/29, was transferred to civil usage in the 1950s and now consists of a utilitarian collection of hangars and sheds, together with a modern office park. It now contains many aviation related businesses, flying clubs and flying schools. Many private light aircraft are based on the airport.
From 1963, Biggin Hill airport was the venue of the Biggin Hill International Air Fair, an annual airshow that usually took place towards the end of June. On 5 July 2010 Biggin Hill Airport Ltd cancelled the 25-year contract with Air Displays International (the Air Fair organisers) without warning, a few weeks after the 2010 event, during which the Air Fair had attracted record breaking crowds.
Construction on a new state-of-the-art hangar alongside the Passenger Terminal commenced in October 2010. Excavations of the site uncovered underground war-time fuel tanks and associated pump rooms; these were re-covered during the same building works. Construction was planned to finish late in Spring 2011.
Biggin Hill is the location of one of the four "stacks" for aircraft landing at Heathrow Airport, and is used by aircraft approaching from the south east. It uses a VOR navigational beacon with the identifier "BIG". Noise from aircraft using this stack is often wrongly attributed to aircraft using Biggin Hill Airport.
Three model aircraft clubs operate within a three-mile radius of Biggin Hill Airport. One site operates within its Aerodrome Traffic Zone ( radius)
For 60 years (to 2016) an Air Scout centre has been located on the grounds of the airport. The centre allowed young people aged between 7 and 18 to take part in aviation activities with their scout groups. In 2016, Biggin Hill Airport Limited, which has historically claimed to support young people coming into aviation, rescinded its sub-lease to the Scout Aviation Centre in order to make way for new car parking spaces, giving them until 30 September 2016 to vacate their home of some 60 years.
The airfield still retains its history by the continued restoration projects running at the Biggin Hill Heritage Hangar. IntotheBlue experience days, a UK company within the airfield allows members of the public to fly alongside a Mk9 Spitfire in a 1950s Harvard. Projects like this hold a timely reminder to how important the airport was during the Second World War.
Airlines and destinations
Commercial service to the airport has previously been rejected. An application by the airport to allow such flights around the time of the 2012 London Olympics was rejected by Bromley Council in March 2011. Under the terms of its lease, no scheduled or fare-paying passenger services are permitted to operate to or from the airport. Air Alderney announced it planned to launch charter services between the airport and Alderney.
Accidents
On 18 June 1951, three Gloster Meteors crashed and their pilots were killed in accidents, all three crashing in an area of about . The first, a Meteor VIII piloted by Flight Lieutenant Gordon McDonald of 41 Squadron, crashed shortly after take-off, corkscrewing as pieces of structure fell from the aircraft. The aircraft hit a bungalow, killing the pilot. The jet wash of his flight leader was named as a possible cause. Within seconds of this accident two Mark IV Meteors of 600 Squadron, piloted by Sergeant Kenneth Clarkson and Squadron Leader Phillip Sandeman, both circling over the wreckage and preparing to land, collided at above the scene. Although Sandeman managed to bail out, he was killed when his parachute failed to open. Clarkson was killed in his aircraft. A week after this incident, another Meteor overshot the runway, narrowly missing passing cars. After these incidents, several residents stated they would be "selling up" and there were calls for traffic lights to be installed on the Bromley road for use during take-offs and landings.
On 15 May 1977, during the annual International Air Fair, a Bell 206 helicopter was in a mid-air collision with a de Havilland Tiger Moth at the airport. The Tiger Moth landed but the Bell 206 crashed, killing all five on board.
On 25 November 1978, a Socata Rallye 150 collided with a Cessna 150 over the airfield. The Rallye crashed near flying club buildings, killing the student pilot. The Cessna landed in a field and both occupants escaped with minor injuries. A report by the Air Accidents Investigation Branch concluded that the collision was caused by the failure of the Cessna pilot to see and give way to the other aircraft. The failure of the Rallye pilot to keep sufficient look-out was a contributory factor.
On 21 September 1980 a Douglas B-26 Invader (registered N3710G) crashed during an air display. The aircraft was attempting to carry out a climbing roll in front of the crowd when the nose dropped sharply, and the aircraft continued rolling until it dropped vertically into a valley. The pilot and seven passengers were killed. The Civil Aviation Authority subsequently introduced rules preventing passengers from being carried during air displays.
On 2 June 2001 a vintage de Havilland Vampire jet crashed during an air display, killing both pilots. The Vampire had been flying a display in tandem with a de Havilland Sea Vixen aircraft, and the likely cause of the accident was that the Vampire's flight path had been disrupted by wake turbulence from the larger aircraft.
On 3 June 2001 a 1944 Bell P-63 Kingcobra crashed during a display, killing the pilot. The American Second World War fighter aircraft had been flying an unplanned sequence when the pilot lost control at the top of a climbing manoeuvre and was unable to recover from the resulting dive. The aircraft impacted the ground to the west of the runway in a steep nose-down attitude.
On 30 March 2008 a Cessna Citation 501 aircraft crashed into a housing estate north of the airfield, killing all five people on board. Shortly after take-off from Biggin Hill, the pilot had reported severe engine vibration and was attempting to return to the airfield when the aircraft crashed. An investigation concluded that both engines had been shut down (possibly inadvertently) during the course of the short flight. Among those killed were Eurosport commentator and former Touring Car driver David Leslie and ex-Le Mans driver Richard Lloyd.
On 24 November 2014, a Gulfstream II owned by noted televangelist Creflo Dollar was destroyed (with no injuries) when it taxied off of the runway at high speed during takeoff. To replace the old jet, Dollar famously launched a fundraising campaign to get his followers to pay approximately $60,000,000 for a new Gulfstream G650 jet. He suggested his followers each commit to giving "$300 or more." The jet he wanted was the "fastest plane ever built in civilian aviation" at that time. After receiving immediate backlash, Dollar ended his fundraising campaign.
In popular culture
One of the taxiways appears on the back cover of Pink Floyd's 1969 album Ummagumma.
The airport is used in the film The Da Vinci Code (2006).
The airport was used in the filming of the 2005 British television series Space Cadets.
See also
List of airports in the United Kingdom and the British Crown Dependencies
References
Citations
Bibliography
Further reading
Bruce Barrymore Halpenny - Action Stations: Military Airfields of Greater London v. 8 ()
External links
Biggin Hill Airport official site
Biggin Hill International Air Fair
Detailed historic record about RAF Biggin Hill
Biggin Hill Airport
Biggin Hill Airport
Transport in the London Borough of Bromley
Buildings and structures in the London Borough of Bromley
Airports established in 1917
1917 establishments in England
Grade II listed buildings in the London Borough of Bromley
Royal Air Force stations of World War II in the United Kingdom
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https://en.wikipedia.org/wiki/Mike%20Honda
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Mike Honda
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Michael Makoto Honda (born June 27, 1941) is an American politician and former educator. A member of the Democratic Party, he served in Congress from 2001 to 2017.
Initially involved in education in California, he first became active in politics in 1971, when then San Jose mayor Norman Mineta appointed Honda to the city's Planning Commission. Mineta later joined both the
Bush and Clinton cabinets. After holding other positions, Honda was elected to the Santa Clara County Board of Supervisors in 1990, and to the California State Assembly in 1996, where he served until 2001.
In November 2003, Democratic National Committee chair Terry McAuliffe appointed Honda as deputy chair of the DNC. In February 2005, Honda was elected a vice chair of the Democratic National Committee under the chairmanship of Howard Dean. In 2009, Honda was reelected for a second term as DNC vice chair, under the chairmanship of former Virginia governor Tim Kaine; he served in this role until 2013.
Honda became the subject of an ethics investigation by the United States House Committee on Ethics in 2015 for the alleged use of taxpayer resources to bolster his 2014 re-election campaign. He was defeated for re-election in 2016 by fellow Democrat Ro Khanna.
Early life and teaching
A third-generation Japanese American ("sansei"), Makoto Honda was born in 1941 in Walnut Grove, California, the son of Fusako (Tanouye) and Giichi Honda. His father, Giichi (nicknamed "Byron"), was one of 6000 Military Intelligence Service (MIS) agents, although the family was subjected to internment. His grandparents were from Kumamoto prefecture and immigrated to the United States in the early 1900s, and both of his parents were born in California.
When he was one year old, he and his family were sent to Camp Amache, a Japanese American internment camp in southeastern Colorado. In 1953 his family returned to California, where they became strawberry sharecroppers in Blossom Valley in San Jose.
Honda started at Andrew P. Hill High School, and then transferred to and graduated from San Josė High Academy. He entered San Josė State University, but interrupted his studies from 1965 to 1967 to serve in the United States Peace Corps in El Salvador, where he learned to speak Spanish. He returned to San Jose State, where in 1968 he received a bachelor's degree in biological sciences and Spanish. He earned a master's degree in education from San Jose State in 1974.
In his 30-year career as an educator, Honda was a science teacher, a principal at two public schools, a school board member, and he conducted educational research at Stanford University.
Political career
Teaching and state positions
In 1971, San Jose Mayor Norman Mineta appointed Honda to the city's Planning Commission. In 1981, Honda was elected to the San Jose Unified School Board. He was elected to the Santa Clara County Board of Supervisors in 1990, and to the California State Assembly in 1996, where he served until 2001.
DNC and national positions
In the 2000 United States House of Representatives elections, Honda won the Democratic nomination for the 15th district, which had once been represented by Norm Mineta. In 2000, Honda won by a 12-point margin. In November 2003, chairman of the Democratic National Committee Terry McAuliffe appointed Honda as deputy chair of the DNC. In February 2005, Honda was elected a vice chair of the Democratic National Committee under the chairmanship of Howard Dean. In 2009, Honda was reelected for a second term as DNC vice chair, under the chairmanship of former Virginia Governor Tim Kaine; he served in this role until 2013.
He remained the incumbent in the resultant elections of 2002, 2004, 2006, 2008, 2010, and 2012. Due to redistricting after the 2010 US census, Honda began representing the California's 17th congressional district at the beginning of the 113th Congress on January 3, 2013. The district incorporates Silicon Valley, which is the only Asian American-majority district in the continental United States. The district encompasses all or part of the cities of Cupertino, Fremont, Milpitas, Newark, Santa Clara, San Jose, and Sunnyvale. He won again in 2014. He lost the election for California's 17th congressional district election in 2016 to Ro Khanna.
Early committees and caucuses
From 2001 to 2007 Honda served on the United States House Committee on Science, Space and Technology and was the ranking member of its Energy Subcommittee from 2005 to 2007. He also served on the United States House Committee on Transportation and Infrastructure from 2001 to 2007. In 2007, Speaker of the House Nancy Pelosi appointed Honda to the United States House Committee on Appropriations. From 2011 to 2013, he was ranking member of the Legislative Branch Appropriations Subcommittee. From 2001 to 2003, and again from 2011 to 2013, Honda also was appointed to serve on the House Budget Committee.
Honda was a member of the following (and other) committees, commissions, and caucuses:
United States House Committee on Appropriations
United States House Appropriations Subcommittee on Commerce, Justice, Science, and Related Agencies (Ranking Member)
United States House Appropriations Subcommittee on Labor, Health and Human Services, Education, and Related Agencies
Congressional Asian Pacific American Caucus (chair emeritus from 2004 to 2010)
Congressional Anti-Bullying Caucus (founder and chair)
LGBT Equality Caucus (vice chair and founding member)
Congressional Hepatitis Caucus (co-chair)
Congressional Progressive Caucus (vice chair for new members)
Democratic Caucus New Media Working Group (co-chair)
Congressional Ethiopia Caucus (founder and chair)
Congressional-Executive Commission on China (appointed commissioner since 2005)
Major appropriations
As of August 2015, Honda had secured over $1.3 billion in appropriations since 2001.
Some of Honda's most notable appropriations were for the extension of the BART system into Silicon Valley. During his five years on the House Transportation Committee, he secured $11 million in direct earmarks attached to a number of bills. Also during his time on that committee, he facilitated the BART projects qualification for the New Starts Program, which authorized another $900 million in funds, the first $400 million of which Honda managed to appropriate over the three-year period of FY2012-14. During the 2014 midterm election cycle, Honda's opponent Ro Khanna alleged that Honda only secured $2 million for the project. In response, a number of local officials including a Congresswoman, a state senator, a former US Secretary of Transportation, and former and current Valley Transportation Authority chairs, sent the Khanna campaign an open letter refuting its claims and requesting that they correct their campaign language.
The $11 million in direct appropriations was part of:
H.R. 2673 (FY2004 Consolidated Appropriations Act, became Public Law 108-199)
H.R. 4818 (FY 2005 Consolidated Appropriations Act, became Public Law 108-447)
H.R. 3058 (the Transportation, Treasury, Housing and Urban Development, the Judiciary, and Independent Agencies Appropriations Act for 2006, became Public Law 109-115)
The $400 million from the New Starts Program was allocated as follows:
$100M for FY 2012 in H.R. 2112, The Consolidated and Further Continuing Appropriations Act, 2012, which became Public Law 112-55
$150M for FY 2013 in H.R. 933, the FY 2013 Consolidated and Further Continuing Appropriations Act, which became Public Law 113-6
$150M for FY 2014 in H.R. 3547, the Consolidated Appropriations Act, 2014, which became Public Law 113–76.
Legislation
Raising the minimum wage
Honda has been a long-time supporter of organized labor, and has supported numerous bills for creating a living wage. In 2013 and 2014, he cosponsored the Original Living American Wage Act (H.R. 229), the WAGES Act (H.R. 650), and the Fair Minimum Wage Act (H.R. 1010), which would raise the federal minimum wage. Honda was also a supporter of the San Jose's successful ballot initiative that raised the city's minimum wage to $10 per hour.
Defense
As former chairman of the Afghanistan Taskforce for the Congressional Progressive Caucus, and former co-chair of the CPC's Peace and Security Taskforce, Congressman Honda has consistently critiqued the war strategy through a series of Congressional briefings, legislation, published opinion pieces ("Alternative Strategies to Obama's Afghan Agenda", "A Different Kind of Surge"), and Congressional letters to the Administration. Honda advocated an orderly withdrawal of U.S. military forces from Afghanistan and a significant realignment of U.S. aid to focus on strengthening government institutions, capacity building, economic development, and humanitarian assistance in Afghanistan. Honda criticized the Obama administration for failing to seek Congressional approval for U.S. military operations in Libya. He is critical of the wide-scale use of drones and is a cosponsor of the Targeted Lethal Force Transparency Act (H.R. 4372) requiring an annual report on the number of civilians and combatants killed and injured in drone strikes.
Education
In 2008, Honda worked with then-Senator Barack Obama to introduce the Enhancing STEM Education Act. Honda introduced the House version, H.R. 6104, and Obama introduced the Senate version, S.3047, on the same day.
The bills sought to enhance the coordination among state and federal governments to improve STEM (science, technology, engineering, and mathematics) education by creating a committee on STEM education at the Office of Science and Technology Policy (OSTP) and an Office of STEM at the Department of Education, instituting a voluntary State Consortium on STEM education, and creating a National STEM Education Research Repository. Portions of this bill (notably, creating a committee on STEM education at OSTP), as well as Honda's INVENT Act (which would develop curriculum tools for use in teaching innovation and fostering inventiveness at the K-16 level), were eventually included in the America COMPETES Act reauthorization, which President Obama signed into law on January 4, 2011.
Honda led the Congressional authorization for The Equity and Excellence Commission, a commission that began in 2011 and reported its findings to the Secretary of Education in late 2012. The commission is a federal advisory committee chartered by Congress, operating under the Federal Advisory Committee Act (FACA); 5 U.S.C., App.2. The commission had 27 members from a range of backgrounds, including education, law, tax, government, business, and civil rights. The committee met 17 times in Washington, DC and across the country. In November 2012, the commission presented its findings in a report titled "For Each and Every Child: A Strategy for Education Equity and Excellence." The findings focused around five recommendations: (1) restructuring the financing of schools, focusing on equitable resources; (2) supporting quality teachers and school leaders; (3) supporting early childhood education; (4) promoting increased parental engagement; and, (5) addressing changes in accountability and governance in the education system. Opposed by special interests, including the teachers' unions, the commission's recommendations went largely ignored.
Environment
Honda secured millions of dollars in federal funding for the cleanup and demolition of the former Almaden Air Force Station atop Mt. Umunhum. Contaminated with standard-use hazardous materials during its military use (lead paint, asbestos, etc.), the site was remediated, demolished, and is slated to open for public access in spring 2017. Honda has also advocated for programs such as the Land and Water Conservation Fund.
In 2014, Honda introduced the Climate Change Education Act (H.R. 4461), legislation that aims to improving public understanding of the impact of greenhouse gases on the environment and the steps that individuals and communities can take to combat the global warming crisis.
Faith and religion
In 2014, Honda introduced the Freedom of Faith Act (H.R. 4460).
Honda has been a defender of the civil rights of American Muslims. Soon after the September 11 attacks in 2001, Honda spoke at a convention of the American Muslim Alliance (AMA) in October 2001. He told those in attendance not to change their identity or name. "My last name is Honda. You cannot be more Japanese than that." The congressman remembered what he and especially his parents had to go through when Pearl Harbor was attacked. "We were taken in a vehicle with windows covered, we had no idea where we were being taken."
In the Quran oath controversy of the 110th United States Congress, Rep. Virgil Goode (R-VA) issued a letter to his constituents stating his view that the decision of Representative-elect Keith Ellison (D-MN) to use the Quran in his swearing-in ceremony is a threat to "the values and beliefs traditional to the United States of America... I fear that in the next century we will have many more Muslims in the United States if we do not adopt the strict immigration policies". In response, Honda penned a response to Goode expressing his surprise and offense by that letter and declaring "No person should be labeled as un-American based on his or her religion, and it is outrageous to cast aspersions on Representative-elect Ellison purely because of his religious background."
Government reform
In 2007, Honda voted for the Honest Leadership and Open Government Act of 2007, which was the legislative response to the Jack Abramoff scandal and introduced comprehensive new transparency requirements for lobbyists and for Members of Congress. In 2012, he cosponsored H.R. 1148, the Stop Trading on Congressional Knowledge (STOCK) Act, which criminalized insider trading by Members of Congress and required numerous disclosures. He voted for H.Res. 895, which created the first-ever independent ethics office, the Office of Congressional Ethics.
Health care
Honda has advocated for the expansion of health coverage for all through the Affordable Care Act (ACA) and is a big proponent of the public option. As the Chair of the Congressional Asian Pacific American Caucus, Honda was successful in ensuring that the ACA addressed racial and ethnic health disparities, including improvements in data collection, and measures to increase the number of health care providers from different backgrounds.
As the chairman and chair emeritus of Congressional Asian Pacific American Caucus, he sponsored and supported the Health Care Equality and Accountability Act, which would have expanded access to care for individuals with limited English proficiency, increased health workforce diversity, and encouraged further studies on the minority health issues. As a member of the TriCaucus with the Congressional Black Caucus and Congressional Hispanic Caucus, Honda has introduced legislation focused on health disparities in correlation to an annual health disparities summit.
Honda has led efforts to address tuberculosis by seeking changes to the Centers of Disease Control and Prevention's (CDC) formula for direct funding for tuberculosis treatment and education to include highly impacted counties. He was successful in getting report language in the 2009 Omnibus Appropriations Bill to have the CDC review its funding distribution policies.
Honda has been a leader in Congress for viral hepatitis and founded and co-chairs the Congressional Viral Hepatitis Caucus. He is a cosponsor of the Viral Hepatitis Testing Act (H.R. 3723), which will authorize new prevention and testing programs for hepatitis B and hepatitis C, and implement screening for veterans for hepatitis C. He also cosponsored the Viral Hepatitis Testing Act (H.R. 3381) in the 112th Congress, the Viral Hepatitis and Liver Cancer Control and Prevention Act (H.R. 3974) in the 111th Congress, and the National Hepatitis B Act (H.R. 3944) in the 110th Congress.
Honda has supported mobile health technology innovation and introduced the Health Care Innovation and Marketplace Technologies Act of 2013 (H.R. 2363).
This bill establishes an Office of Wireless Health at the FDA, award grant for the development of effective product, process, or structure that enhances the use, particularly by patients, of health information technology, and provides medical professionals tax incentives to implement qualified health information technology in their practices.
Honda has been an advocate for women's health including supporting provisions in the Patient Protection and Affordable Care Act such as the elimination of gender-based discrimination in insurance prices, recognizing that being a woman is not a preexisting condition that should force women to pay higher premiums. Honda opposed the Stupak–Pitts Amendment to the Affordable Care Act (ACA), which would have prohibited the use of federal funds "to pay for any abortion or to cover any part of the costs of any health plan that includes coverage of abortion" except in cases of rape, incest or danger to the life of the mother. The amendment was dropped by co-author Rep. Bart Stupak in exchange for an executive order promised by President Obama which would address the concerns of the Stupak-Pitts amendment supporters.
Honda has supported Medicare and Medicaid programs throughout his career, fighting for the health rights of seniors and low-income families. He introduced the People's Budget, the Congressional Progressive Caucus 2012 budget alternative, which would keep Medicare and Medicaid solvent while closing the national debt within 10 years.
Honda supports the permanent repeal of the Sustainable Growth Rate (SGR) and cosponsored the SGR Repeal and Medicare Provider Payment Modernization Act of 2014 (H.R. 4015) which would have repealed the SGR and improved the physician payment system to reward value over volume.
Human rights
On the issue of comfort women, in 2007 Honda proposed US H.Res. 121, which stated that Japan should formally acknowledge, apologize, and accept historical responsibility in a clear and unequivocal manner, refute any claims that the issue of comfort women never occurred, and educate current and future generations "about this horrible crime while following the recommendations of the international community with respect to the 'comfort women'."
Honda stated, "the purpose of this resolution is not to bash or humiliate Japan." On July 30, 2007, the House of Representatives passed Honda's resolution after 30 minutes of debate, in which no opposition was voiced. Honda was quoted on the floor as saying, "We must teach future generations that we cannot allow this to continue to happen. I have always believed that reconciliation is the first step in the healing process." Honda later secured report language in the Fiscal Year 2014 Consolidated Appropriation Act (submitted July 2013) urging the Secretary of State to encourage the Government of Japan to address issues raised in H.Res.121. President Obama signed the spending bill into law on January 17, 2014.
Honda works on the elimination of human trafficking. He cosponsored the Fraudulent Overseas Recruitment and Trafficking Elimination Act of 2013 (H.R. 3344). The bill addresses predatory recruiters who use international labor recruitment as a human trafficking medium. On January 23, 2014, Honda hosted a training at the San Jose International Airport for airport and airline employees on how to detect signs of human trafficking.
Honda is a cosponsor of the Border Security, Economic Opportunity, and Immigration Modernization Act (H.R. 15), which entails comprehensive immigration reform to increase high skill visas, reunite families, and provide a pathway to citizenship for those living in the shadows.
LGBT issues
Honda has been recognized as a long-time supporter of equality for lesbian, gay, bisexual and transgender people, with a 100% scorecard rating from the Human Rights Campaign since 2001. HRC endorsed Honda for his 2014 reelection. In the 1990s, he supported same-sex partner benefits as a Santa Clara County Supervisor. In 2008, he was a co-founder of the Congressional Equality Caucus, when there were only two openly gay congresspersons. He opposed the use of taxpayer funds to protect the Defense of Marriage Act in the United States Supreme Court.
In 2013, Honda worked with Mayor of Campbell Evan Low to raise awareness for the ban against blood donations from gay and bisexual men. In 2015, Honda revealed in a speech at the event Courageous Conversation, a one-day symposium that addresses how administrators can work to make their schools safer for their students, that his granddaughter Malisa is transgender. "As both an individual, and as an educator, I have experienced and witnessed bullying in its many forms. And as the proud jichan, or grandpa, of a transgender grandchild, I hope that my granddaughter can feel safe going to school without fear of being bullied. I refuse to be a bystander while millions of people are dealing with the effects of bullying on a daily basis."
Manufacturing
In 2013, Honda introduced the Market Based Manufacturing Incentives Act (H.R. 615), one of the main bills in the Democratic Party's Make it in America Agenda, which would create a commission of private-sector experts to designate market-changing technologies. These technologies would be eligible for a consumer tax credit as long as they are made in the United States. Honda introduced the Scaling Up Manufacturing Act (H.R. 616). The bill would provide companies a 25% tax credit on the costs associated with building their first manufacturing facility in the United States.
Honda was a vocal supporter of the National Network for Manufacturing Innovation proposed by President Obama to help revitalize American manufacturing. He is a cosponsor of the bipartisan Revitalizing American Manufacturing Innovation Act (H.R. 2996) and has urged President Obama to locate a manufacturing hub in Silicon Valley to focus on the domestic development of the next generation of semiconductor manufacturing tools.
Honda used his position as a member of the House Appropriations Committee and the Commerce, Justice, Science Subcommittee to prioritize funding for the National Institute of Standards and Technology's Hollings Manufacturing Extension Partnership (MEP) program which works with small and medium-sized manufacturers to help them create and retain jobs, increase profits, and save time and money.
Science and technology
As the Representative for the heart of Silicon Valley, Honda has been intimately involved in technology and nanotechnology policy for many years. He has supported the principle of network neutrality, and is a cosponsor of the Open Internet Preservation Act (H.R. 3982).
Honda was critical of the National Security Agency's surveillance of electronic communications as a violation of privacy. He is an original cosponsor of the Uniting and Strengthening America by Fulfilling Rights and Ending Eavesdropping, Dragnet Collection, and Online Monitoring Act (USA FREEDOM ACT - H.R 3361) which seeks to rein in the dragnet collection of data by the NSA, increase transparency of the Foreign Intelligence Surveillance Court, provide businesses the ability to release information regarding FISA requests, and create an independent constitutional advocate to argue cases before the FISC. Honda has been a proponent of government intelligence transparency and has pushed to require that top-line intelligence spending be disclosed during annual budget submission to Congress through his co-sponsorship of the Intelligence Budget Transparency Act (H.R. 3855).
In 2002, he introduced one of the first nanotechnology bills in Congress, the Nanoscience and Nanotechnology Advisory Board Act of 2002, which sought to establish a Nanoscience and Nanotechnology Advisory Board to advise the President on a range of policy matters. Such a board was recommended by the National Research Council in its review of the National nanotechnology Initiative, Small Wonders, Endless Frontiers.
In 2003, he worked with then-Science Committee Chairman Sherwood Boehlert (R-NY), to introduce the Nanotechnology Research and Development Act of 2003.
This bill authorized federal investments in nanotechnology research and development, restructured the National Nanotechnology Initiative to improve interagency coordination and the level of input from outside experts in the field, and laid the path to address novel social, ethical, philosophical, legal, environmental health issues that might arise. H.R. 766 was passed overwhelmingly by the U.S. House of Representatives on May 7, 2003, signed into law on December 3, 2003, and to date has been funded at nearly $4 billion.
Honda continued his interest in nanotechnology by convening the Blue Ribbon Task Force on Nanotechnology with then-controller Steve Westly in 2005. This group met numerous times to discuss and develop strategies to promote the San Francisco Bay Area and all of California as the national and worldwide center for nanotechnology research, development and commercialization. Under the direction of Working Chair Scott Hubbard, then-Director of the National Aeronautics and Space Administration's Ames Research Center, the Task Force spent a year developing recommendations that would assure California a leading position in what could be a trillion-dollar economic sector. The recommendations were included in the BRTFN report, Thinking Big About Thinking Small.
Honda developed two pieces of legislation based on the report: 1) the Nanomanufacturing Investment Act of 2005 and 2) the Nanotechnology Advancement and New Opportunities Act.
Many provisions of these bills were included in larger pieces of legislation, the National Nanotechnology Initiative Amendments Act of 2009 and the America COMPETES Reauthorization Act, that passed the House of Representatives in the 111th Congress.
Mike Honda was recognized by the Foresight Institute, which awarded him its Foresight Institute Government Prize in 2006.
Research and development tax credit
Congressman Honda has supported expanding and making permanent the Research and Development tax credit, and in the 113th Congress is a cosponsor of the bipartisan H.R. 4438, the American Research and Competitiveness Act of 2014. He has called the research credit, "the best incentive in the tax code to ensure that companies continue to conduct their R&D in the U.S."
Seniors and retirement security
Honda has been a vocal advocate for expanding the Social Security program. In the 113th Congress, Honda introduced H.R. 3118, the Strengthening Social Security Act, with Congresspersons Linda Sanchez (D-CA) and Rush Holt (D-NJ), which would increase benefits for current beneficiaries, eliminate the cap on how much of an individual's earnings can be paid into Social Security, change the benefits formula to increase payments by about $70 a month, and adopt a higher cost of living adjustment called CPI-E, designed to reflect the cost of healthcare for seniors.
Also in the 113th Congress, Honda authored H.R. 4202, the CPI-E Act of 2014, which would apply CPI-E to index federal retirement programs other than Social Security, to include programs such as civil service retirement, military retirement, Supplemental Security Income, veterans pensions and compensations, and other retirement programs with COLAs triggered directly by Social Security or civil service retirement. As a member of the Congressional Progressive Caucus Budget Taskforce, Honda also inserted this CPI-E provision into the FY 2015 CPC Budget, entitled the "Better Off Budget." Honda said during floor debate on the CPC budget, that the provision was intended to be a first step to applying CPI-E to all federal retirement programs, including Social Security.
Veterans
Honda has been a leading voice to overhaul and improve the current VA system. As an appropriator, he worked with his colleagues in both parties to not only call for change, but to provide funds to create a new electronic health record program between the Department of Defense and Veterans Affairs. He is also working to ensure that the government makes use of the knowledge and experience of health information technology experts, such as those in Silicon Valley, to ensure this new platform will eliminate the current backlog of claims. Honda helped obtain $2.8 million in grants to aid homeless and at-risk veterans and their families in Silicon Valley.
Women's rights
Honda has a 100% legislative score from Planned Parenthood and from the National Abortion Rights Action League (NARAL) and has been a long-time supporter of pro-choice legislation and for women's health due to his voting record. Honda has supported Paycheck Fairness Act and voted for the Lily Ledbetter Fair Pay Act — the first piece of legislation to be signed by President Barack Obama in 2009.
During the debate over the new health care bill, Honda voted against the Stupak–Pitts Amendment to the Affordable Care Act (ACA), which would have prohibited the use of federal funds "to pay for any abortion or to cover any part of the costs of any health plan that includes coverage of abortion" except in cases of rape, incest or danger to the life of the mother. The amendment was dropped by its co-author Stupak in exchange for an executive order promised by President Obama which would address the Stupak-Pitts concerns.
In 2013, Honda voted for the reauthorization of the Violence Against Women Act (VAWA), which included updated protections for Native American women, immigrant women, and provided specialized support and resources for LGBT, religious and ethnic communities. VAWA reauthorization also included the Trafficking Victims Protection Reauthorization Act, which Honda has also supported. Honda introduced the Domestic Violence Judicial Support Act of 2013, which would strengthen the judicial programs that comprise the basis of VAWA. To support full implementation of the Obama Administration's Executive Order 13595 and the U.S. National Action Plan (NAP) on Women, Peace, and Security, and to secure Congressional oversight, Honda introduced the Women, Peace, and Security Act of 2013, along his female colleagues Congresswomen Jan Schakowsky, Eddie Bernice Johnson, and Niki Tsongas.
Civilian body armor ban
In July 2014, Honda introduced a bill to ban level 3 body armor for anyone not in law enforcement. In September, it was referred to the subcommittee on Crime, Terrorism, Homeland Security, and Investigations. This bill would ban anyone except law enforcement and military personnel from obtaining level 3 body armor. He was quoted as saying: "We should be asking ourselves, why is this armor available to just anyone, if it was designed to be used only by our soldiers to take to war?".
Ethics investigation
It has been alleged that Honda and key members of his congressional staff violated House rules by using taxpayer resources to bolster his 2014 re-election campaign. In September 2015, the House Ethics Committee decided to extend the review of the matter after the Office of Congressional Ethics (OCE) released its report on the allegation. The OCE report noted "there is substantial reason to believe that Representative Honda improperly tied official events to past or potential campaign or political support." As of August 8, 2016, the House Ethics Committee had not decided whether Honda violated House rules.
Personal life
Honda's wife, Jeanne, was a kindergarten teacher at Baldwin Elementary School in San José. She died in 2004. He has two children: Mark, an aerospace engineer, living in Torrance, and Michelle, a marketing and communications manager, in San Jose. Michelle is the mother of one daughter and two sons.
In February 2015, Honda's announcement that he is a "proud jichan", or grandfather, of his transgender granddaughter Malisa, gained regional, national, and international coverage.
Electoral history in the U.S. House of Representatives
See also
List of Asian Americans and Pacific Islands Americans in the United States Congress
References
External links
Biographical Directory of the United States Congress, Mike Honda
Sunlight Foundation's OpenCongress profile of Mike Honda
OpenSecrets.org profile of Mike Honda
GovTrack.us profile of Mike Honda
Peace Corps biography of Mike Honda
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1941 births
20th-century American politicians
21st-century American politicians
American educators of Japanese descent
American politicians of Japanese descent
American Protestants
California politicians of Japanese descent
Comfort women
Japanese-American internees
Living people
American LGBT rights activists
Democratic Party members of the California State Assembly
Members of the United States Congress of Japanese descent
Democratic Party members of the United States House of Representatives from California
Asian-American members of the United States House of Representatives
People from Walnut Grove, California
Politicians from San Jose, California
San Jose State University alumni
School board members in California
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https://en.wikipedia.org/wiki/List%20of%20structures%20in%20London
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List of structures in London
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This is a list of notable buildings, complexes and monuments in London.
0-9
2 Willow Road
2 Marsham Street
6 Burlington Gardens
6 Ellerdale Road
10 Downing Street
10 Palace Gate
10 Upper Bank Street
11 Downing Street
12 Downing Street
25 Bank Street
30 St Mary Axe (The Gherkin)
40 Bank Street
48 Doughty Street
50 Queen Anne's Gate
55 Broadway
71 Fenchurch St
221B Baker Street
89 Albert Embankment
A
Abbey Mills Pumping Stations
Abney Park Cemetery
Abney Park Chapel
Addington Palace
Adelphi Buildings
Adelphi Theatre
Admiralty
Admiralty Arch
The Albany
Albemarle Club
Albert Bridge
Albert Embankment
Albert Memorial
Aldwych Theatre
Alexandra Palace
All England Lawn Tennis and Croquet Club (Wimbledon)
All Hallows-by-the-Tower
All Hallows-on-the-Wall
All Hallows Staining
All Saints, Camden Town
All Saints, Margaret Street
All Saints' Church, Edmonton
All Saints Church, Fulham
All Saints Church, Kingston upon Thames
All Saints Church, Peckham
All Souls Church, Langham Place
Almeida Theatre
Ambassadors Theatre
Apollo Theatre
Apollo Victoria Theatre
Apsley House
Aquatics Centre (London)
Archway (London)
Army and Navy Club
Arnos Grove tube station
Arsenal Stadium
The Arts Club
Arundel House
Ashburnham House
Ashby's Mill
Athenaeum Club
Australia House
Aviva Tower
B
Baden-Powell House
Baitul Futuh Mosque
Baker Street tube station
Balfron Tower
Bank of England
Bankside Power Station (Tate Modern)
Banqueting House at Whitehall
Barbados High Commission in London
Barbican Centre
Barbican Estate
Barking Abbey
Barking Park
Barnes Railway Bridge
Barnet Gate Mill
Battersea Bridge
Battersea Park
Battersea Power Station
Battersea Railway Bridge
Bedford Park
Bedford Square
Belgrave Square
Belmarsh (HM Prison)
Benjamin Franklin House
Bentley Priory Museum
The Berkeley
Berkeley Square
Bethlem Royal Hospital
Bevis Marks Synagogue
Big Ben
Billingsgate Fish Market
Birkbeck, University of London
Bishopsgate Institute
Blackfriars Bridge
Blackfriars Railway Bridge
Blackfriars station
Blackwall Tunnel
Boodle's
Bloomsbury Square
Borough Market
Boston Manor House
Bow Quarter
Bow Street Magistrates' Court
Brent Cross
Brick Lane Mosque
BBC Television Centre
British Dental Association
British Medical Association
British Museum
British Optical Association
British Library
Brixton (HM Prison)
Broadcasting House
Broadgate
Brockwell Park
Bromley Hall
Brompton Cemetery
Brookmans Park Transmitter
Brooks's
Broomfield Park, Palmers Green
Bruce Castle
Brunel Engine House
Brunel University
Brunswick Centre
Buckingham Palace
Burlington Arcade
Burlington House
Business Design Centre
BT Tower (Post Office Tower/Telecom Tower)
Bunhill Fields
Bush House
Bushy Park
Butler's Wharf
Buxton Memorial Fountain
C
Cabinet Office
Cadogan Hall
Cambridge Circus
Cambridge House
Camden Arts Centre
Camden Market
Canada House
Canal Museum
Canary Wharf
Cannon Street Railway Bridge
Cannon Street station
Canons Park
Carling Academy Brixton
Carlton Club
Carlton House
Carlton House Terrace
Carlyle's House
Cavalry Barracks, Hounslow
Cenotaph
Central Synagogue, Great Portland Street
Centre Point
Channel Four Television Corporation
Charing Cross
Charing Cross Hospital
Charing Cross railway station
Charles Dickens Museum
Charlton House
Charterhouse Square
Chatham House
Chelsea Barracks
Chelsea Bridge
Chelsea Embankment
Chelsea Harbour
Chelsea Old Church (All Saints)
Chelsea Physic Garden
Chessington Hall
Chester Terrace
Chiswick Bridge
Chiswick House
Chiswick Park tube station
Christ Church Greyfriars
Christ Church Spitalfields
Churchill Museum and Cabinet War Rooms
Church House
Church of the Immaculate Heart of Mary (Brompton Oratory)
Citigroup Centre
City Hall
City of London Cemetery and Crematorium
CityPoint
City University
Clapham Junction railway station
Clarence House
Claridge's
Cleopatra's Needle
The Clink
Cochrane Theatre
Coin Street Community Builders
Coliseum Theatre
College of Arms
Colney Hatch Lunatic Asylum
Comedy Theatre
Commonwealth Institute
The Connaught Hotel
Conservative Campaign Headquarters
County Hall
Covent Garden
Craven Cottage
Crimean War Memorial
Criterion Restaurant
Criterion Theatre
Crosby Hall
Crossness Pumping Station
Crown and Treaty
Croydon Clocktower
Croydon Minster
Croydon Palace
Croydon Town Hall
The Crystal Palace
The Crystal Palace Dinosaurs
Crystal Palace National Sports Centre
Crystal Palace transmitting station
Cumberland Terrace
Cuming Museum
Custom House, City of London
Cutty Sark
D
Dana Centre
Danson House
Dartford Crossing
De Morgan Centre
The Den
Dennis Severs' House
Department for Environment, Food and Rural Affairs
Department of Health
Department for Work and Pensions
Deptford Town Hall
Design Museum
Devonshire House
Diana Fountain, Bushy Park
Diana, Princess of Wales Memorial Fountain
Dr. Johnson's House
Dolphin Square
Dominion Theatre
Dorchester Hotel
Dover House
Down House
Duke of York's Barracks
Duke of York Column
Dulwich College
Dulwich Picture Gallery
Dutch Church, Austin Friars
E
Eagle House
Ealing Abbey
Ealing Town Hall
Earls Court Exhibition Centre
Eastbury Manor House
East Croydon station
East Finchley tube station
East India Docks
East London Mosque
Eaton Square
Elfin Oak
Eltham Palace
Embassy of the United States in London
Emirates Stadium
Empress State Building
Equestrian statue of Charles I, Charing Cross
Euston railway station
Euston Tower
Evelina Children's Hospital
ExCeL Exhibition Centre
F
Feltham (HM Prison)
Fenchurch Street railway station
Fenton House
Finsbury Estate
Firepower - The Royal Artillery Museum
Fitzroy Square
Florin Court
Foreign and Commonwealth Office
Fortnum & Mason
Forty Hall
Foundling Museum
Fournier Street
Foyles
Free Church, Hampstead Garden Suburb
Freemason's Hall
Freud Museum
Fulham Palace
Fulham Railway Bridge
G
Gaiety Theatre
Garrick Club
Garrick Theatre
Geffrye Museum
The George Inn, Southwark
Gibson Gardens
Gielgud Theatre
Globe Theatre
Golden Lane Estate
Golders Green Crematorium
Goldsmiths College
Gordon Square
Gray's Inn
Greenland Passage
Great Ormond Street Hospital
Green Park
Greenwich foot tunnel
Greenwich Hospital
Greenwich Millennium Village
Greenwich Power Station
Greenwich Theatre
Gresham Club
Grosvenor Bridge
Grosvenor Chapel
Grosvenor House Hotel
Grosvenor Square
Grove Park (Sutton)
Grovelands Park
Griffin Park
Grim's Dyke
The Guards Chapel
Guildhall
Guildhall School of Music and Drama
Gunnersbury Park
Gurdwara Sri Guru Singh Sabha
Guy's Hospital
Gwydyr House
The Gherkin
H
Hackney Empire
Hackney Town Hall
Hall Place
Ham House
Hamleys
Hammersmith Apollo
Hammersmith Bridge
Hammersmith Flyover
Hammersmith Town Hall
Hampton Court Bridge
Hampton Court Palace
Handel House Museum
Hanover Square
Hanwell Asylum
Hare Hall
Harrods
Harrow School
Haymarket Theatre
Hay's Galleria
The Hayward
Heathrow Airport
Hendon Police College
His Majesty's Theatre
HM Treasury
HMS Belfast
HMS President
Heythrop College
Highgate Cemetery
Highpoint I
Hippodrome
Hither Green Cemetery
Hogarth's House
Holborn Viaduct
Holland House
Holloway (HM Prison)
Holwood House
Holy Trinity Church Marylebone
Holy Trinity College Bromley
Holy Trinity, Sloane Street
Home Office
Hoover Building
Hop Exchange
Horniman Museum
Hornsey Town Hall
Horse Guards
Horse Guards Parade
HSBC Tower, London
Hungerford Bridge
Hurlingham Club
Hyde Park
Hyde Park Barracks
I
Ickenham Hall
Imperial College
Imperial War Museum
India House (London)
Inner London Crown Court
Inner Temple
Institute of Cancer Research
Institute of Chartered Accountants in England & Wales
Institute of Contemporary Arts
Institute of Education
InterContinental London Park Lane Hotel
Isis (HM Prison)
Isokon building
J
Jewel Tower
Jewish Museum (Camden)
John Smith House (Southwark)
Jubilee Gardens, South Bank
K
Keats' House
Kennington Park
Kensal Green Cemetery
Kensington Palace
Kensington Palace Gardens
Kensington Roof Gardens
Keston Windmill
Kew Bridge
Kew Bridge Steam Museum
Kew Palace
Kew Railway Bridge
Kenwood House
Kimpton Fitzroy London Hotel (Hotel Russell)
King's College
King's Cross railway station
King's Observatory
King's Reach Tower
Kingston Bridge
Kingston Railway Bridge
Kingston University
Kingston upon Thames Guildhall
Kingsway tramway subway
Kneller Hall
L
Laban Dance Centre
Lambeth Bridge
Lambeth Palace
Lambeth Town Hall
Lancaster House
The Landmark London
The Lanesborough
Langham Hotel
Langtons
Lansbury Estate
Lansdowne House
Latchmere House
Lauderdale House
Law Society of England and Wales
Leadenhall Market
Leicester Square
Leighton House Museum
Lewisham Shopping Centre
Limehouse Basin
Limehouse Town Hall
Liberty's
Liberty Shopping Centre
Lincoln's Inn
Lincoln's Inn Fields
Linley Sambourne House
Liverpool Street station
Lloyd's of London
Loftus Road
Londonderry House
The London Ark
London Biggin Hill Airport
London Bridge
London Bridge rail station
London Business School
London Central Mosque
London Charterhouse
London City Airport
London Docks
London Eye
London Fire Brigade Museum
London Hilton on Park Lane Hotel
London IMAX
London Metropolitan University
London Palladium
London Planetarium
London School of Economics
London School of Hygiene & Tropical Medicine
London South Bank University
London Stock Exchange
The London Studios
London Velopark
London Victoria station
London Wall
London Zoo
Lord's Cricket Ground
Lots Road Power Station
Lowther Lodge
Lyceum Theatre
Lyric Theatre
M
Madame Tussaud's
The Mall
Malta High Commission in London
Manchester Square
Mansion House
Marble Arch
Marble Hill House
Marlborough House
Marx Memorial Library
Marylebone station
Mayesbrook Park
Marylebone Town Hall
Metro Central Heights
Metropolitan Tabernacle
MI6
Michelin House
Middle Temple
Middlesex Guildhall
Middlesex University
Millbank Tower
Millennium Bridge
Millennium Dome
Ministry of Agriculture, Fisheries and Food
Ministry of Defence
Monument to the Great Fire of London
Monument to the Women of World War II
Moorfields Eye Hospital
Morden College
Mount Pleasant sorting office
Museum of Garden History
Museum of London
Mycenae House
N
The National Archives
National Army Museum
National Film Theatre
National Firefighters Memorial
National Gallery
National Liberal Club
National Maritime Museum
National Physical Laboratory
National Police Memorial
National Portrait Gallery
Natural History Museum
Naval & Military Club
Neasden Temple
Nelson's Column
New Covent Garden Market
New Spitalfields Market
New West End Synagogue
New Zealand House
Noël Coward Theatre
Nordic churches in London
Norman Shaw Building
Northumberland House
Northwick Park Hospital
North Woolwich Old Station Museum
Notre Dame de France
No 1 Poultry
Nunhead Cemetery
O
Odeon Leicester Square
The Old Bailey
Old Deer Park
Old Spitalfields market
Old Vic
Olde Cheshire Cheese
Olympia, London
Olympic Stadium (London)
One Canada Square (Canary Wharf Tower)
One Churchill Place
Oriental Club
Orleans House
Osterley Park
Oxford and Cambridge Club
Oxford Circus
The Oval
OXO Tower
P
Paddington Basin
Paddington Green Police Station
Paddington Station
Great Pagoda, Kew Gardens
Palace Theatre
Palace of Westminster
Palm House
Parsloes Park
Paternoster Square
Peace Pagoda
Peckham Library
Pembroke Lodge, Richmond Park
Pentonville (HM Prison)
Peter Jones (department store)
Petrie Museum of Egyptian Archaeology
Phoenix Cinema
Phoenix Garden
Phoenix Theatre
Piccadilly Circus
Pitzhanger Manor
Playhouse Theatre
Plumstead Common Windmill
Polish War Memorial
Portcullis House
Portland House
Postman's Park
Public Record Office
Purcell Room
Putney Bridge
Putney Vale Cemetery
Q
Queen Elizabeth II Conference Centre
Queen Elizabeth Hall
Queen Elizabeth II Bridge
Queen Mary, University of London
Queen's Beasts
Queen's Chapel
Queen's House, Greenwich
Queen's Tower
R
Ranger's House
Red House, several places
Reform Club
Regent's Canal
Regent's College
Regent's Park
Regent's Park Barracks
Regent Street
Richmond Bridge
Richmond Lock and Footbridge
Richmond Palace
Richmond Park
Richmond Railway Bridge
Richmond Theatre
Ritz Hotel
Robin Hood Gardens
Rotherhithe Tunnel
The Roundhouse
Royal Academy of Dramatic Art
Royal Academy of Music
Royal Air Force Club
Royal Air Force Museum Hendon
Royal Albert Hall
Royal Arsenal
Royal Artillery Barracks
Royal Artillery Memorial
Royal Automobile Club
Royal Botanic Gardens, Kew
Royal Brompton Hospital
Royal College of Art
Royal College of Music
Royal College of Physicians
Royal College of Surgeons of England
Royal Courts of Justice
Royal Court Theatre
Royal Docks
Royal Exchange
Royal Festival Hall
Royal Free Hospital
Royal Holloway, University of London
Royal Hospital Chelsea
Royal Institute of British Architects
Royal Institution
Royal London Hospital
Royal Mews
Royal Military School of Music
Royal National Theatre
Royal Opera House
Royal Observatory, Greenwich
Royal Over-Seas League
Royal Pharmaceutical Society
Royal School of Mines
Royal Society
Royal Thames Yacht Club
Royal Veterinary College
Rules (restaurant)
Ruskin House
Russell Square
S
Saatchi Gallery
Sadler's Wells Theatre
St Alfege's Church, Greenwich
St Andrew-by-the-Wardrobe
St Andrew, Holborn
St Andrew Undershaft
St Andrew's Church, Hornchurch
St Andrew's Enfield
St Anne and St Agnes
St Anne's Church, Kew
St Anne's Limehouse
St Augustine Watling Street
St Augustine's, Queen's Gate
St Bartholomew's Hospital
St Bartholomew-the-Great
St Bartholomew-the-Less
St Benet Paul's Wharf
St Botolph's, Aldersgate
St Botolph without Aldgate
St Botolph-without-Bishopsgate
St Bride's Church
St. Clement Danes
St Clement Eastcheap
St Columba's Church
St Cuthbert's, Earls Court
St Dunstan-in-the-East
St Dunstan's, Stepney
St Dunstan-in-the-West
St Edmund, King and Martyr
St Edward the Confessor, Romford
St Ethelburga's Bishopsgate
St Etheldreda's Church
St George's Cathedral Southwark
St. George's Church, Bloomsbury
St George's, Hanover Square
St George's Hospital
St George in the East
St George the Martyr, Holborn
St George the Martyr Southwark
St Giles in the Fields
St Giles-without-Cripplegate
St Helen's Bishopsgate
St. James's Palace
St James's Church, Piccadilly
St James Church, Clerkenwell
St James's Club
St James Garlickhythe
St James's Hotel and Club
St. James's Park
St. James's Square
St James the Less, Pimlico
St John-at-Hackney
St John-at-Hampstead
St John's Church, Waterloo
St John's Gate, Clerkenwell
St. John's, Smith Square
St John's Wood Church
St John the Baptist Church, Chipping Barnet
St John the Baptist, Pinner
St John the Divine, Kennington
St Joseph's Church, Highgate
St Jude's Church, Hampstead Garden Suburb
St Katherine Cree
St Katharine Docks
St Lawrence Jewry
St Leonard's, Shoreditch
St Luke's Church, Chelsea
St Magnus-the-Martyr
St Margaret Lothbury
St Margaret Pattens
St Margaret's, Westminster
St Mark's Church, Bromley
St Mark's Church, Kennington
St Martin-in-the-Fields
St Martin, Ludgate
St Martin's Theatre
St Mary Abbots
St Mary Abchurch
St Mary Aldermary
St Mary-at-Finchley Church
St Mary-at-Hill
St Mary Magdalen Bermondsey
St Mary Magdalene Gardens
St Mary Magdalene Church, Holloway Road
St Mary Magdalene, Paddington
St Mary Magdalene, Richmond
St Mary Magdalene Woolwich
St Mary Moorfields
St Mary-le-Bow
St Mary-le-Strand
St Mary the Virgin, Mortlake
St Mary Woolnoth
St Mary's Church, Barnes
St Mary's Church, Battersea
St Mary's Church, Hampstead
St Mary's Church, Hampton
St Mary's Church, Hendon
St Mary's Church, Paddington
St Mary's Church, Putney
St Mary's Church, Rotherhithe
St. Mary's Church, Walthamstow
St Mary's Church, Wimbledon
St Mary's, Harrow on the Hill
St Mary's Hospital
St Mary's, Islington
St Mary's, Twickenham
St Mary's University College, Twickenham
St Marylebone Parish Church
St Matthias Church, Richmond
St Matthias Old Church
St Michael, Cornhill
St Michael and All Angels, Bedford Park
St Michael Paternoster Royal
St Michael's Church, Camden Town
St Nicholas Church, Chiswick
St Nicholas Church, Sutton, London
St Nicholas Cole Abbey
St Olave Hart Street
St Pancras New Church
St Pancras Old Church
St Pancras railway station
St Patrick's Church, Soho Square
St Paul's Cathedral
St Paul's Church, Knightsbridge
St. Paul's Church, Shadwell
St Paul's, Covent Garden
St. Paul's, Deptford
St Paul's, Hammersmith
St Peter ad Vincula
St Peter and St Paul, Bromley
St Peter upon Cornhill
St Peter's Church, Hammersmith
St Peter's Church, Petersham
St Peter's Church, Walworth
St Raphael's Church, Surbiton
St Saviour, Pimlico
St Sepulchre-without-Newgate
St Sophia's Cathedral
St Stephen Walbrook
St Thomas Church
St Thomas's Hospital
St Vedast Foster Lane
Savoy Chapel
Savoy Hotel
Savoy Theatre
Science Museum
Schomberg House
School of Oriental and African Studies
The School of Pharmacy, University of London
Scotland Yard
Seaford House
Selfridges
Senate House (University of London)
Serpentine Gallery
Shadwell Basin
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W
The Waldorf Hilton, London
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X
Y
Yalding House
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Z
Zimbabwe House
See also
List of buildings and structures
List of London venues
List of London Underground stations
List of London railway stations
Tall buildings in London. The
:Category:Buildings and structures in London
Structures
Structures
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https://en.wikipedia.org/wiki/Leonid%20Kuchma
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Leonid Kuchma
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Leonid Danylovych Kuchma (, ; born 9 August 1938) is a Ukrainian politician who was the second president of Ukraine from 19 July 1994 to 23 January 2005.
After a successful career in the machine-building industry of the Soviet Union, Kuchma began his political career in 1990, when he was elected to the Verkhovna Rada (the Ukrainian parliament); he was re-elected in 1994. He served as Prime Minister of Ukraine between October 1992 and September 1993.
Kuchma took office after winning the 1994 presidential election against his rival, incumbent President Leonid Kravchuk. Kuchma won re-election for an additional five-year term in 1999. Corruption accelerated after Kuchma's election in 1994, but in 2000–2001, his power began to weaken in the face of exposures in the media. Kuchma's administration began a campaign of media censorship in 1999, leading to arrests of journalists, the death of Georgiy Gongadze, and the subsequent Cassette Scandal and mass protests. The Ukrainian economy continued to decline until 1999, whereas growth was recorded since 2000, bringing relative prosperity to some segments of urban residents. During his presidency, Ukrainian-Russian ties began to improve.
Kuchma declined to seek a third term in office, instead supporting Party of Regions candidate Viktor Yanukovych for the 2004 election. Following public protests over the alleged electoral fraud which escalated into the Orange Revolution, Kuchma took a neutral stance and was a mediator between Viktor Yushchenko and Viktor Yanukovych. Between 2014 and 2020, Kuchma was a special presidential representative of Ukraine at the quasi peace talks regarding the ongoing War in Donbas.
Kuchma's legacy has proven controversial, and he has been described as authoritarian by various sources. Widespread corruption and media censorship under Kuchma's administration continue to have an impact on Ukraine today, and he has been accused of promoting oligarchism.
Early life
Leonid Danylovych Kuchma was born in the village of Chaikyne in rural Chernihiv Oblast on 9 August 1938. His father, Danylo Prokopovych Kuchma (1901–1942) was wounded in World War II and eventually died of his wounds in the field hospital #756 (near the village of Novoselytsia) when Leonid was four. His mother Paraska Trokhymivna Kuchma worked on a kolkhoz.
Kuchma attended the Kostobobriv general education school in the neighboring Semenivka Raion. Later he enrolled in Dnipropetrovsk National University as a candidate of technical sciences and he graduated in 1960 with a degree in mechanical engineering (majoring in aerospace engineering). In 1960 joined the Communist Party of Soviet Union.
In 1967, Kuchma married Lyudmyla Talalayeva.
Career
After graduation, Kuchma worked in the field of aerospace engineering for the Yuzhnoye Design Bureau in Dnipropetrovsk. At 28 he became a testing director for the Bureau deployed at the Baikonur cosmodrome.
Some political observers suggested that Kuchma's early career was significantly boosted by his marriage to Lyudmyla Talalayeva, an adopted daughter of Gennadiy Tumanov, the Yuzhmash chief engineering officer and later the Soviet Minister of Medium Machine Building.
At 38 Kuchma became the Communist party chief at Yuzhny Machine-building Plant and a member of the Central Committee of the Communist Party of Ukraine. He was a delegate of the 27th and 28th Congresses of the Communist Party of Soviet Union. By the end of the 1980s, Kuchma openly criticized the Communist Party.
In 1982 Kuchma was appointed the first deputy of general design engineer at Yuzhmash, and from 1986 to 1992, he held the position of the company's general director. From 1990 to 1992, Kuchma was a member of the Verkhovna Rada (Ukraine's parliament). In 1992 he was appointed as Prime Minister of Ukraine. He resigned a year later, complaining of "slow pace of reform". He was re-elected into parliament in 1994.
President (1994–2005)
Kuchma resigned from the position of Prime Minister of Ukraine in September 1993 to run for the presidency in 1994 on a platform to boost the economy by restoring economic relations with Russia and faster pro-market reforms. Kuchma won a clear victory against the incumbent President Leonid Kravchuk, receiving strong support from the industrial areas in the east and south. His worst results were in the west of the country.
Kuchma was re-elected in 1999 to his second term. This time the areas that gave him strongest support last time voted for his opponents, and the areas which voted against him last time came to his support.
During Kuchma's presidency, he closed opposition papers and several journalists and political opponents, such as Viacheslav Chornovil, died in mysterious circumstances. According to historian Serhy Yekelchyk, President Kuchma's administration "employed electoral fraud freely" during the 2000 constitutional referendum and 1999 presidential elections.
Domestic policy
In October 1994, Kuchma announced comprehensive economic reforms, including reduced subsidies, lifting of price controls, lower taxes, privatization of industry and agriculture, and reforms in currency regulation and banking. The parliament approved the plan's main points. The International Monetary Fund (IMF) promised a $360 million loan to initiate reforms.
He was re-elected in 1999 to his second term. Opponents accused him of involvement in the killing in 2000 of journalist Georgiy Gongadze, but Kuchma has consistently denied such claims. Critics have also blamed Kuchma for restrictions on press freedom. Kuchma is believed to have played a key role in sacking the Cabinet of Viktor Yushchenko by Verkhovna Rada on 26 April 2001.
Kuchma's Prime Minister from 2002 until early January 2005 was Viktor Yanukovych, after Kuchma dismissed Anatoliy Kinakh, his previous appointee.
Foreign policy
In 2002, Kuchma stated that Ukraine wanted to sign an association agreement with the European Union by 2003–2004 and that Ukraine would meet all EU membership requirements by 2007–2011. He also hoped for a free trade treaty with the EU.
In his inaugural address, Kuchma said:
Kuchma signed a "Treaty of Friendship, Cooperation, and Partnership" with Russia, and endorsed a round of talks with the CIS. Additionally, he referred to Russian as "an official language". He signed a special partnership agreement with NATO and raised the possibility of membership of the alliance. Under Kuchma's leadership, the Armed Forces of Ukraine participated in the Iraq War.
After Kuchma's popularity at home and abroad sank as he became mired in corruption scandals, he turned to Russia as his new ally. From the late 1990s he adopted a foreign policy which he described as "multi-vector", reaching out to Russia, Europe, and the United States. Critics assessed this policy as manipulating both the West and Russia to the personal benefit of Kuchma and Ukrainian oligarchs.
On 4 October 2001, Siberia Airlines Flight 1812 was shot down over the Black Sea by the Ukrainian Air Force while en route to Novosibirsk, Russia, from Tel Aviv, Israel. All 78 occupants of the plane, most of whom were Israelis visiting relatives in Russia, were killed. Following the shootdown, Kuchma initially refused to accept the resignation of Oleksandr Kuzmuk, Minister of Defence of Ukraine, and said, "Look what is happening around the world, in Europe. We are not the first, and we will not be the last. There is no need to make a tragedy out of this. Mistakes happen everywhere, and not only on this scale, but on a much larger, planetary scale." A week later, however, Kuchma announced his willingness to cooperate with Russian investigators, apologised to the governments of Russia and Israel, and accepted Kuzmuk's resignation.
Murder of Georgiy Gongadze and Cassette Scandal
From 1998 to 2000, Kuchma's bodyguard Mykola Melnychenko was allegedly eavesdropping Kuchma's office, later publishing the recordings. The release of the tapes – dubbed the Cassette Scandal – supposedly revealed Kuchma's numerous crimes. In particular was his approving the sale of radar systems to Saddam Hussein (among other illegal arms sales) and ordering the death of journalist Georgiy Gongadze.
In September 2000, Gongadze disappeared and his headless corpse was found mutilated on 3 November 2000. On 28 November, opposition politician Oleksandr Moroz publicised the tape recordings implicating Kuchma in Gongadze's murder. In 2005, the Ukrainian Prosecutor General's office instigated criminal proceedings against Kuchma and members of his former administration in connection with the murder of Gongadze. In 2005, the press reported that Kuchma had been unofficially granted immunity from prosecution in return for his graceful departure from office in 2005.
Critics of the tapes point to the difficulty of Melnychenko recording 500 hours of dictaphone tape unaided and undetected, the lack of material evidence of said recording equipment, and other doubts which question the authenticity and motive of the release of the tape. Kuchma acknowledged in 2003 that his voice was one of those on the tapes, but claimed the tapes had been selectively edited to distort his meaning.
However, the United States ambassador to Ukraine, Carlos Pascual, revealed that the tapes are genuine, undistorted, unaltered, and not manipulated because of the conclusion from FBI Electronic Research Facility's analysis of the original recording device and the original recording found that there are not unusual sounds which would indicate a tampering of the recording, the recording is continuous with no breaks, and there is no manipulation of the digital files.
The Prosecutor-General of Ukraine's Office cancelled its resolution to deny opening of criminal cases against Kuchma and other politicians within the Gongadze-case on 9 October 2010. On 22 March 2011, Ukraine opened an official investigation into the murder of Gongadze and, two days later, Ukrainian prosecutors charged Kuchma with involvement in the murder. A Ukrainian district court ordered prosecutors to drop criminal charges against Kuchma on 14 December 2011 on grounds that evidence linking him to the murder of Gongadze was insufficient. The court rejected Melnychenko's recordings as evidence. Gongadze's widow, Myroslava Gongadze, lodged an appeal against the ruling one week later.
During the trial of Oleksiy Pukach for the murder of Gongadze, he claimed that Kuchma and Kuchma's head of his Presidential Administration, Volodymyr Lytvyn, were the ones who ordered the murder. Pukach was convicted and sentenced to life imprisonment for his part in the murder of Gongadze.
First Deputy Prosecutor General of Ukraine Renat Kuzmin claimed 20 February 2013 that his office had collected enough evidence confirming Kuchma's responsibility for ordering Gongadze's assassination. Kuchma's reply the next day was, "This is another banal example of a provocation, which I've heard more than enough in the past 12 years".
2004 Ukrainian presidential election and Orange Revolution
Kuchma's role in the 2004 Ukrainian presidential election and subsequent Orange Revolution is not entirely clear. In the run-up to the elections, oligarchs opposed to Leonid Kuchma contributed about $150 million to opposition political parties. According to Michael McFaul, U.S. ambassador to Russia from 2012 to 2014 and architect of Barack Obama's policy in the region, the U.S. government spent more than $18 million on "democracy promotion" in the two years leading up to the election. After the second round on 22 November 2004, it appeared that Yanukovych had won the election by fraud, which caused the opposition and independent observers to dispute the results, leading to the Orange Revolution.
Kuchma was urged by Yanukovych and Viktor Medvedchuk (the head of the presidential office) to declare a state of emergency and hold the inauguration of Yanukovych. He denied the request. Later, Yanukovych publicly accused Kuchma of a betrayal. Kuchma refused to officially dismiss Prime Minister Yanukovych after the parliament passed a motion of no confidence against the Cabinet on 1 December 2004. Soon after, Kuchma left the country. He returned to Ukraine in March 2005.
Kuchma said in October 2009 that he would vote for Victor Yanukovych in the 2010 Ukrainian presidential election. In a document dated 2 February 2010 and uncovered during the United States diplomatic cables leak, Kuchma, in a conversation with United States Ambassador to Ukraine John F. Tefft, called the voters' choice between Yanukovych and Yulia Tymoshenko during the second round of the 2010 presidential election as a choice between "bad and very bad" and praised (the candidate eliminated in the first round of the election) Arseniy Yatsenyuk instead.
In September 2011, Kuchma stated that he believed that Yanukovych was the real winner of the 2004 election.
Post-presidency
Leonid Kuchma has been active in politics since his presidency ended. He aligned himself with President Viktor Yushchenko in 2005, but later raised concerns about the president in correspondence with then U.S. Ambassador to Ukraine, John Tefft. Kuchma endorsed Yanukovych for president in 2010.
Involvement in the 2014 pro-Russian conflict in Ukraine
Kuchma represented Ukraine at negotiations with the armed separatists in the Donetsk and Luhansk provinces on 21 June 2014 to discuss President Petro Poroshenko's peace plan. His role as a diplomat was received positively by the west and Russia as well as by the public in Ukraine.
On 11 February 2015, Kuchma was one of the signatories of a draft plan to end the conflict in Donbas. The summit was known as Minsk II. The plan ensured that a ceasefire was implemented; reaction from leaders in Europe was generally positive.
In March 2015, Kuchma delivered an address calling on the west for greater involvement in the region. He criticized the action of Russian-backed forces in the attempt to seize the town of Debaltseve.
In September 2015, Kuchma was again appointed as the representative for Ukraine at the Trilateral Contact Group. The group met in Belarus to discuss ending the conflict in Donbas. In early 2017, Kuchma spoke out against the transport blockade of Donbas. In March 2017 at the Trilateral Contact Group (TCG) in Minsk, he demanded that the Russian Federation repeal their decree on the recognition of passports issued in separatist-held areas.
On 2 October 2018, Kuchma stepped down as Ukraine's representative in the Trilateral Contact Group due to his age. He returned to the talks in June 2019, at the request of newly elected Ukrainian president Volodymyr Zelenskyy and after mediation by Victor Pinchuk. According to American sources, he left the post again in July 2020, citing fatigue. He was replaced by Leonid Kravchuk.
Russo-Ukrainian War
When Russia began its invasion of Ukraine in 2022, Kuchma said that he would remain to help defend the country: "I stay at home, in Ukraine, because we are all in our Homeland, there is no other. And we will defend it together until the very victory – without division into party columns, without personal interests and old arguments. United we stand around the Flag, the Army, and the President. Ukraine is not Russia. And it will never become Russia. No matter how hard they want this. We are already winning. And this can’t be stopped. And I will only say to the Russian Federation that I agree with the words of my compatriots who say in one voice: damn you all!".
Family and personal life
Leonid Kuchma has been married to Lyudmyla Kuchma since 1967. She is the Honorary President of the National Fund of Social Protection of Mothers and Children, "Ukraine to Children" and is also known as a paralympic movement in Ukraine supporter.
Kuchma's only child, daughter Olena Pinchuk, is married to Viktor Pinchuk, an industrialist and philanthropist whose Victor Pinchuk Foundation regularly hosts Ukraine-dedicated and philanthropic forums at the annual World Economic Forum in Davos. Olena Pinchuk has a son Roman (born in 1991, from her previous marriage with Ukrainian businessman Igor Franchuk) who attends Brown University, and two daughters with Viktor Pinchuk, Katerina (born in 2003) and Veronica (2011).
Olena Pinchuk founded the ANTIAIDS Foundation in 2003. According to the Ukrainian magazine Focus, Olena Pinchuk was amongst the "top 10 most influential women" in Ukraine as of 2010.
Victor Pinchuk made headlines when it was revealed that one of his lobbyists was previously picked by Donald Trump for national security aide.
Kuchma was an amateur guitar player in his younger years. He was also known for his skill at the complicated card game preferans.
In 2003, he published his book, .
After retirement, Kuchma was allowed to keep the state-owned dacha in Koncha-Zaspa for his personal use upon completion of his state duties. Government order #15-r, which allowed Kuchma to keep his estate, was signed by acting Prime Minister Mykola Azarov on 19 January 2005. Kuchma was also allowed to keep his full presidential salary and all service personnel, along with two state-owned vehicles. That order also stated that these costs would be paid out of the state budget.
Legacy
Kuchma's legacy as President of Ukraine has proven divisive and controversial. He has been commonly referred to as authoritarian, and his attacks on independent media, as well as his economic reforms, have continued to impact Ukraine in the years since he left office.
Kuchma's detractors have accused him of establishing the Ukrainian oligarchs with his economic reforms, and many oligarchs entered politics during his presidency, among them Kuchma's son-in-law Viktor Pinchuk, Viktor Medvedchuk, Ihor Bakai, Kostyantyn Zhevago and Heorhiy Kirpa.
Kuchma's political legacy has also been impactful. Each of his successors except Volodymyr Zelenskyy began their political career under and with the support of Kuchma. Several other politicians, such as Medevdchuk, Volodymyr Lytvyn, Leonid Derkach, Volodymyr Horbulin, and Oleksandr Omelchenko also were promoted by Kuchma during his tenure in office.
Despite numerous human rights abuses during his tenure, such as vote rigging in the 2004 presidential election, and the mysterious deaths of numerous political opponents, among them Gongadze and Viacheslav Chornovil, Kuchma has never been charged with a crime, and numerous attempts to do so have proven unsuccessful.
Awards
Kuchma was awarded the Azerbaijani Istiglal Order for his contributions to Azerbaijan-Ukraine relations and strategic cooperation between the states by President of Azerbaijan Heydar Aliyev on 6 August 1999.
Ukrainian Honours
Order of the Ukrainian Orthodox Church (Moscow Patriarchate) of St. Ilya of Murom, 1st class (2004)
Honorary Citizen of the Donetsk Oblast (2002)
Foreign Honours
Knight Grand Cross with Grand Cordon of the Order of Merit of the Italian Republic (3 May 1995)
Knight Collar of the Order of Civil Merit (4 October 1996)
Order of Merit for the Fatherland, 1st class (Russia, 20 April 2004) – for his contribution to strengthening friendship and cooperation between Russia and Ukraine
Grand Cross of the Order of Vytautas the Great (Lithuania, 20 September 1996)
Grand Cross of the Order of the Lithuanian Grand Duke Gediminas (Lithuania, 4 November 1998, Ludmila too)
Order of the Golden Eagle (Kazakhstan, 1999)
Grand Cross with Chain of the Order of the Star of Romania (Romania, 2000)
Order of the Republic (Moldova, 2003)
Order Laila Utama Dardzha Kerabat, 1st class (Brunei, 2004)
Chain of the Order of Prince Henry (Portugal, 16 April 1998) 3 February 1999
Order of the "Star of Bethlehem" (State of Palestine, 2000)
Notes
References
Further reading
Åslund, Anders, and Michael McFaul.Revolution in Orange: The Origins of Ukraine's Democratic Breakthrough. (2006)
Aslund, Anders. How Ukraine Became a Market Economy and Democracy. (2009)
Birch, Sarah. Elections and Democratization in Ukraine. (2000) online edition
Kubicek, Paul. The History of Ukraine. (2008) excerpt and text search
Kuzio, Taras. Ukraine: State and Nation Building (1998) online edition
Sochor, Zenovia A. "Political Culture and Foreign Policy: Elections in Ukraine 1994." in: Tismăneanu, Vladmir (ed.). 1995. Political Culture and Civil Society in Russia and the New States of Eurasia. (1994) . pp. 208–224.
Whitmore, Sarah. State Building in Ukraine: The Ukrainian Parliament, 1990–2003. Routledge, 2004 online edition
Wilson, Andrew. Ukraine's Orange Revolution. (2005)
Wilson, Andrew. The Ukrainians: Unexpected Nation. 2nd ed. 2002; online excerpts at Amazon
Wolczuk, Roman. Ukraine's Foreign and Security Policy 1991–2000. (2002) excerpt and text search
Zon, Hans van. The Political Economy of Independent Ukraine. 2000 online edition
External links
Liudmyla Shanghina, "UKRAINE IS NOT AMERICA", Razumkov
"Yushchenko Won the Competition of Personalities", (Kuchma's 2005 interview), Vremia Novostey (Russia)
Korzh, H. Leonid Kuchma: Real biography of the second President of Ukraine.
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1938 births
Living people
Leonid
People from Chernihiv Oblast
Presidents of Ukraine
Prime Ministers of Ukraine
Communist Party of the Soviet Union members
Communist Party of Ukraine (Soviet Union) politicians
Politicians of the Ukrainian Soviet Socialist Republic
Independent politicians in Ukraine
First convocation members of the Verkhovna Rada
Second convocation members of the Verkhovna Rada
Candidates in the 1994 Ukrainian presidential election
Candidates in the 1999 Ukrainian presidential election
Yuzhmash people
People of the Orange Revolution
2003 Tuzla Island conflict
Pro-Ukrainian people of the 2014 pro-Russian unrest in Ukraine
People of the Russo-Ukrainian War
Ukraine without Kuchma
Oles Honchar Dnipro National University alumni
Chevaliers of the Order of Merit (Ukraine)
Collars of the Order of Civil Merit
Knights Grand Cross with Collar of the Order of Merit of the Italian Republic
Laureates of the State Prize of Ukraine in Science and Technology
Recipients of the Lenin Prize
Grand Crosses of the Order of the Lithuanian Grand Duke Gediminas
Grand Collars of the Order of Prince Henry
Grand Crosses of the Order of Vytautas the Great
Recipients of the Istiglal Order
Recipients of the Order "For Merit to the Fatherland", 1st class
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20th-century Ukrainian politicians
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https://en.wikipedia.org/wiki/Nuclear%20and%20radiation%20accidents%20and%20incidents
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Nuclear and radiation accidents and incidents
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A nuclear and radiation accident is defined by the International Atomic Energy Agency (IAEA) as "an event that has led to significant consequences to people, the environment or the facility. Examples include lethal effects to individuals, large radioactivity release to the environment, reactor core melt." The prime example of a "major nuclear accident" is one in which a reactor core is damaged and significant amounts of radioactive isotopes are released, such as in the Chernobyl disaster in 1986 and Fukushima nuclear disaster in 2011.
The impact of nuclear accidents has been a topic of debate since the first nuclear reactors were constructed in 1954 and has been a key factor in public concern about nuclear facilities. Technical measures to reduce the risk of accidents or to minimize the amount of radioactivity released to the environment have been adopted, however human error remains, and "there have been many accidents with varying impacts as well near misses and incidents". As of 2014, there have been more than 100 serious nuclear accidents and incidents from the use of nuclear power. Fifty-seven accidents or severe incidents have occurred since the Chernobyl disaster, and about 60% of all nuclear-related accidents/severe incidents have occurred in the USA. Serious nuclear power plant accidents include the Fukushima nuclear disaster (2011), the Chernobyl disaster (1986), the Three Mile Island accident (1979), and the SL-1 accident (1961). Nuclear power accidents can involve loss of life and large monetary costs for remediation work.
Nuclear submarine accidents include the K-19 (1961), K-11 (1965), K-27 (1968), K-140 (1968), K-429 (1970), K-222 (1980), and K-431 (1985) accidents. Serious radiation incidents/accidents include the Kyshtym disaster, the Windscale fire, the radiotherapy accident in Costa Rica, the radiotherapy accident in Zaragoza, the radiation accident in Morocco, the Goiania accident, the radiation accident in Mexico City, the Samut Prakan radiation accident, and the Mayapuri radiological accident in India.
The IAEA maintains a website reporting recent nuclear accidents.
In 2020, the WHO stated that "Lessons learned from past radiological and nuclear accidents have demonstrated that the mental health and psychosocial consequences can outweigh the direct physical health impacts of radiation exposure.""
Nuclear plant accidents
The world's first nuclear reactor meltdown was the NRX reactor at Chalk River Laboratories, Ontario, Canada in 1952.
The worst nuclear accident to date is the Chernobyl disaster which occurred in 1986 in the Ukrainian SSR, now Ukraine. The accident killed approximately 30 people directly and damaged approximately $7 billion of property. A study published in 2005 by the World Health Organization estimates that there may eventually be up to 4,000 additional cancer deaths related to the accident among those exposed to significant radiation levels. Radioactive fallout from the accident was concentrated in areas of Belarus, Ukraine and Russia. Other studies have estimated as many as over a million eventual cancer deaths from Chernobyl. Estimates of eventual deaths from cancer are highly contested. Industry, UN and DOE agencies claim low numbers of legally provable cancer deaths will be traceable to the disaster. The UN, DOE and industry agencies all use the limits of the epidemiological resolvable deaths as the cutoff below which they cannot be legally proven to come from the disaster. Independent studies statistically calculate fatal cancers from dose and population, even though the number of additional cancers will be below the epidemiological threshold of measurement of around 1%. These are two very different concepts and lead to the huge variations in estimates. Both are reasonable projections with different meanings. Approximately 350,000 people were forcibly resettled away from these areas soon after the accident. 6,000 people were involved in cleaning Chernobyl and were contaminated.
Social scientist and energy policy expert, Benjamin K. Sovacool has reported that worldwide there have been 99 accidents at nuclear power plants from 1952 to 2009 (defined as incidents that either resulted in the loss of human life or more than US$50,000 of property damage, the amount the US federal government uses to define major energy accidents that must be reported), totaling US$20.5 billion in property damages. There have been comparatively few fatalities associated with nuclear power plant accidents. An academic review of many reactor accident and the phenomena of these events was published by Mark Foreman.
List of nuclear plant accidents and incidents
Nuclear reactor attacks
The vulnerability of nuclear plants to deliberate attack is of concern in the area of nuclear safety and security. Nuclear power plants, civilian research reactors, certain naval fuel facilities, uranium enrichment plants, fuel fabrication plants, and even potentially uranium mines are vulnerable to attacks which could lead to widespread radioactive contamination. The attack threat is of several general types: commando-like ground-based attacks on equipment which if disabled could lead to a reactor core meltdown or widespread dispersal of radioactivity; and external attacks such as an aircraft crash into a reactor complex, or cyber attacks.
The United States 9/11 Commission found that nuclear power plants were potential targets originally considered as part of the September 11 attacks. If terrorist groups could sufficiently damage safety systems to cause a core meltdown at a nuclear power plant, or sufficiently damage spent fuel pools, such an attack could lead to widespread radioactive contamination. The Federation of American Scientists have said that if nuclear power use is to expand significantly, nuclear facilities will have to be made extremely safe from attacks that could release radioactivity into the environment. New reactor designs have features of passive nuclear safety, which may help. In the United States, the NRC carries out "Force on Force" (FOF) exercises at all Nuclear Power Plant (NPP) sites at least once every three years.
Nuclear reactors become preferred targets during military conflict and have been repeatedly attacked during military air strikes, occupations, invasions and campaigns over the period 1980–2007. Various acts of civil disobedience since 1980 by the peace group Plowshares have shown how nuclear weapons facilities can be penetrated, and the group's actions represent extraordinary breaches of security at nuclear weapons plants in the United States. The National Nuclear Security Administration has acknowledged the seriousness of the 2012 Plowshares action. Non-proliferation policy experts have questioned "the use of private contractors to provide security at facilities that manufacture and store the government's most dangerous military material". Nuclear weapons materials on the black market are a global concern, and there is concern about the possible detonation of a small, crude nuclear weapon or dirty bomb by a militant group in a major city, causing significant loss of life and property.
The number and sophistication of cyber attacks is on the rise. Stuxnet is a computer worm discovered in June 2010 that is believed to have been created by the United States and Israel to attack Iran's nuclear facilities. It switched off safety devices, causing centrifuges to spin out of control. The computers of South Korea's nuclear plant operator (KHNP) were hacked in December 2014. The cyber attacks involved thousands of phishing emails containing malicious codes, and information was stolen.
In March 2022, the Battle of Enerhodar caused damage to the Zaporizhzhia Nuclear Power Plant and a fire at its training complex as Russian forces took control, heightening concerns of nuclear contamination. On September 6, 2022, IAEA Director General Rafael Grossi addressed the UN Security Council, calling for a nuclear safety and security protection zone around the plant and reiterating his findings that "the Seven Pillars [for nuclear safety and security] have all been compromised at the site."
Radiation and other accidents and incidents
Serious radiation and other accidents and incidents include:
1940s
May 1945: Albert Stevens was one of several subjects of a human radiation experiment, and was injected with plutonium without his knowledge or informed consent. Although Stevens was the person who received the highest dose of radiation during the plutonium experiments, he was neither the first nor the last subject to be studied. Eighteen people aged 4 to 69 were injected with plutonium. Subjects who were chosen for the experiment had been diagnosed with a terminal disease. They lived from 6 days up to 44 years past the time of their injection. Eight of the 18 died within two years of the injection. Although one cause of death was unknown, a report by William Moss and Roger Eckhardt concluded that there was "no evidence that any of the patients died for reasons that could be attributed to the plutonium injections. Patients from Rochester, Chicago, and Oak Ridge were also injected with plutonium in the Manhattan Project human experiments.
6–9 August 1945: On the orders of President Harry S. Truman, a uranium-gun design bomb, Little Boy, was used against the city of Hiroshima, Japan. Fat Man, a plutonium implosion-design bomb was used against the city of Nagasaki. The two weapons killed approximately 120,000 to 140,000 civilians and military personnel instantly and thousands more have died over the years from radiation sickness and related cancers.
August 1945: Criticality accident at US Los Alamos National Laboratory. Harry Daghlian dies.
May 1946: Criticality accident at Los Alamos National Laboratory. Louis Slotin dies.
1950s
13 February 1950: a Convair B-36B crashed in northern British Columbia after jettisoning a Mark IV atomic bomb. This was the first such nuclear weapon loss in history.
12 December 1952: NRX AECL Chalk River Laboratories, Chalk River, Ontario, Canada. Partial meltdown, about 10,000 Curies released. Approximately 1202 people were involved in the two year cleanup. Future president Jimmy Carter was one of the many people that helped clean up the accident.
15 March 1953: Mayak, former Soviet Union. Criticality accident. Contamination of plant personnel occurred.
1 March 1954: The 15 Mt Castle Bravo shot of 1954 which spread considerable nuclear fallout on many Pacific islands, including several which were inhabited, and some that had not been evacuated.
1 March 1954: Daigo Fukuryū Maru, Japanese fishing vessel contaminated by fallout from Castle Bravo, 1 fatality.
2 March 1954: US Navy tanker contaminated by fallout from Castle Bravo while sailing from Enewetak Atoll to Pearl Harbor.
September 1957: a plutonium fire occurred at the Rocky Flats Plant, which resulted in the contamination of Building 71 and the release of plutonium into the atmosphere, causing US$818,600 in damage.
21 May 1957: Mayak, former Soviet Union. Criticality accident in the factory number 20 in the collection oxalate decantate after filtering sediment oxalate enriched uranium. Six people received doses of 300 to 1,000 rem (four women and two men), one woman died.
29 September 1957: Kyshtym disaster: Nuclear waste storage tank explosion at the same Mayak plant, Russia. No immediate fatalities, though up to 200+ additional cancer deaths might have ensued from the radioactive contamination of the surrounding area; 270,000 people were exposed to dangerous radiation levels. Over thirty small communities were removed from Soviet maps between 1958 and 1991. (INES level 6)
October 1957: Windscale fire, UK. Fire ignites a "plutonium pile" (an air cooled, graphite moderated, uranium fuelled reactor that was used for plutonium and isotope production) and contaminates surrounding dairy farms. An estimated 33 cancer deaths.
1957-1964: Rocketdyne located at the Santa Susanna Field Lab, 30 miles north of Los Angeles, California operated ten experimental nuclear reactors. Numerous accidents occurred including a core meltdown. Experimental reactors of that era were not required to have the same type of containment structures that shield modern nuclear reactors. During the Cold War time in which the accidents that occurred at Rocketdyne, these events were not publicly reported by the Department of Energy.
1958: Fuel rupture and fire at the National Research Universal reactor (NRU), Chalk River, Canada.
10 February 1958: Mayak, former Soviet Union. Criticality accident in SCR plant. Conducted experiments to determine the critical mass of enriched uranium in a cylindrical container with different concentrations of uranium in solution. Staff broke the rules and instructions for working with YADM (nuclear fissile material). When SCR personnel received doses from 7,600 to 13,000 rem. Three people died, one man got radiation sickness and went blind.
15 October 1958: Vinča, Yugoslavia. There was a criticality incident in a newly installed reactor. Six young researchers received high doses of radiation, and were subsequently treated at "Kiri" institute in Paris where one of them died.
30 December 1958: Cecil Kelley criticality accident at Los Alamos National Laboratory.
March 1959: Santa Susana Field Laboratory, Los Angeles, California. Fire in a fuel processing facility.
July 1959: Santa Susana Field Laboratory, Los Angeles, California. Partial meltdown.
October 15, 1959, a B-52 carrying two nuclear weapons collided in midair with a KC-135 tanker near Hardinsburg, Kentucky. One of the nuclear bombs was damaged by fire but both weapons were recovered.
1960's
7 June 1960: the 1960 Fort Dix IM-99 accident destroyed a CIM-10 Bomarc nuclear missile and shelter and contaminated the BOMARC Missile Accident Site in New Jersey.
24 January 1961: the 1961 Goldsboro B-52 crash occurred near Goldsboro, North Carolina. A B-52 Stratofortress carrying two Mark 39 nuclear bombs broke up in mid-air, dropping its nuclear payload in the process.
July 1961: soviet submarine K-19 accident. Eight fatalities and more than 30 people were over-exposed to radiation.
21 March–August 1962: radiation accident in Mexico City, four fatalities.
23 July 1964: Wood River Junction criticality accident. Resulted in 1 fatality
1964, 1969: Santa Susana Field Laboratory, Los Angeles, California. Partial meltdowns.
1965 Philippine Sea A-4 crash, where a Skyhawk attack aircraft with a nuclear weapon fell into the sea. The pilot, the aircraft, and the B43 nuclear bomb were never recovered. It was not until the 1980s that the Pentagon revealed the loss of the one-megaton bomb.
October 1965: US CIA-led expedition abandons a nuclear-powered telemetry relay listening device on Nanda Devi
17 January 1966: the 1966 Palomares B-52 crash occurred when a B-52G bomber of the USAF collided with a KC-135 tanker during mid-air refuelling off the coast of Spain. The KC-135 was completely destroyed when its fuel load ignited, killing all four crew members. The B-52G broke apart, killing three of the seven crew members aboard. Of the four Mk28 type hydrogen bombs the B-52G carried, three were found on land near Almería, Spain. The non-nuclear explosives in two of the weapons detonated upon impact with the ground, resulting in the contamination of a (0.78 square mile) area by radioactive plutonium. The fourth, which fell into the Mediterranean Sea, was recovered intact after a 2-month-long search.
21 January 1968: the 1968 Thule Air Base B-52 crash involved a United States Air Force (USAF) B-52 bomber. The aircraft was carrying four hydrogen bombs when a cabin fire forced the crew to abandon the aircraft. Six crew members ejected safely, but one who did not have an ejection seat was killed while trying to bail out. The bomber crashed onto sea ice in Greenland, causing the nuclear payload to rupture and disperse, which resulted in widespread radioactive contamination.
May 1968: Soviet submarine K-27 reactor near meltdown. 9 people died, 83 people were injured.
In August 1968: Soviet nuclear ballistic missile submarine development program Project 667A. Nuclear-powered Yankee class submarine K-140 was in the naval yard at Severodvinsk for repairs. On August 27, an uncontrolled increase of the reactor's power occurred following work to upgrade the vessel. One of the reactors started up automatically when the control rods were raised to a higher position. Power increased to 18 times its normal amount, while pressure and temperature levels in the reactor increased to four times the normal amount. The automatic start-up of the reactor was caused by the incorrect installation of the control rod electrical cables and by operator error. Radiation levels aboard the vessel deteriorated.
10 December 1968: Mayak, former Soviet Union. Criticality accident. Plutonium solution was poured into a cylindrical container with dangerous geometry. One person died, another took a high dose of radiation and radiation sickness, after which he had two legs and his right arm amputated.
January 1969: Lucens reactor in Switzerland undergoes partial core meltdown leading to massive radioactive contamination of a cavern.
1970s
1974–1976: Columbus radiotherapy accident, 10 fatalities, 88 injuries from cobalt-60 source.
July 1978: Anatoli Bugorski was working on U-70, the largest Soviet particle accelerator, when he accidentally exposed his head directly to the proton beam. He survived, despite suffering some long-term damage.
July 1979: Church Rock Uranium Mill Spill in New Mexico, USA, when United Nuclear Corporation's uranium mill tailings disposal pond breached its dam. Over 1,000 tons of radioactive mill waste and millions of gallons of mine effluent flowed into the Puerco River, and contaminants traveled downstream.
1980s
1980 to 1989: The Kramatorsk radiological accident happened in Kramatorsk, Ukrainian SSR. In 1989, a small capsule containing highly radioactive caesium-137 was found inside the concrete wall of an apartment building. 6 residents of the building died from leukemia and 18 more received varying radiation doses. The accident was detected only after the residents called in a health physicist.
1980: Houston radiotherapy accident, 7 fatalities.
5 October 1982: Lost radiation source, Baku, Azerbaijan, USSR. 5 fatalities, 13 injuries.
March 1984: Radiation accident in Morocco, eight fatalities from overexposure to radiation from a lost iridium-192 source.
1984:
Fernald Feed Materials Production Center gained notoriety when it was learned that the plant was releasing millions of pounds of uranium dust into the atmosphere, causing major radioactive contamination of the surrounding areas. That same year, employee Dave Bocks, a 39-year-old pipefitter, disappeared during the facility's graveyard shift and was later reported missing. Eventually, his remains were discovered inside a uranium processing furnace located in Plant 6.
The Ciudad Juárez cobalt-60 contamination incident happened after a private medical company that had illegally purchased a radiation therapy unit sold it to a junkyard to be later smelted to produce rebar. These were distributed and used in multiple cities across Mexico and the United States and exposed an estimated four thousand people to radiation.
1985 to 1987: The Therac-25 accidents. A radiation therapy machine was involved in six accidents, in which patients were exposed to massive overdoses of radiation. 4 fatalities, 2 injuries.
August 1985: Soviet submarine K-431 accident. Ten fatalities and 49 other people suffered radiation injuries.
4 January 1986: an overloaded tank at Sequoyah Fuels Corporation ruptured and released 14.5 tons of uranium hexafluoride gas (UF6), causing the death of a worker, the hospitalization of 37 other workers, and approximately 100 downwinders.
October 1986: Soviet submarine K-219 reactor almost had a meltdown. Sergei Preminin died after he manually lowered the control rods, and stopped the explosion. The submarine sank three days later.
September 1987: Goiania accident. Four fatalities, and following radiological screening of more than 100,000 people, it was ascertained that 249 people received serious radiation contamination from exposure to caesium-137. In the cleanup operation, topsoil had to be removed from several sites, and several houses were demolished. All the objects from within those houses were removed and examined. Time magazine has identified the accident as one of the world's "worst nuclear disasters" and the International Atomic Energy Agency called it "one of the world's worst radiological incidents".
1989: San Salvador, El Salvador; one fatality due to violation of safety rules at cobalt-60 irradiation facility.
1990s
1990: Soreq, Israel; one fatality due to violation of safety rules at cobalt-60 irradiation facility.
December 16, 1990: radiotherapy accident in Zaragoza. Eleven fatalities and 27 other patients were injured.
1991: Neswizh, Belarus; one fatality due to violation of safety rules at cobalt-60 irradiation facility.
1992: Jilin, China; three fatalities at cobalt-60 irradiation facility.
1992: USA; one fatality.
April 1993: accident at the Tomsk-7 Reprocessing Complex, when a tank exploded while being cleaned with nitric acid. The explosion released a cloud of radioactive gas. (INES level 4).
1994: Tammiku, Estonia; one fatality from disposed caesium-137 source.
August — December 1996: Radiotherapy accident in Costa Rica. Thirteen fatalities and 114 other patients received an overdose of radiation.
1996: an accident at Pelindaba research facility in South Africa results in the exposure of workers to radiation. Harold Daniels and several others die from cancers and radiation burns related to the exposure.
June 1997: Sarov, Russia; one fatality due to violation of safety rules.
May 1998: The Acerinox accident was an incident of radioactive contamination in Southern Spain. A caesium-137 source managed to pass through the monitoring equipment in an Acerinox scrap metal reprocessing plant. When melted, the caesium-137 caused the release of a radioactive cloud.
September 1999: two fatalities at criticality accident at Tokaimura nuclear accident (Japan)
2000s
January–February 2000: Samut Prakan radiation accident: three deaths and ten injuries resulted in Samut Prakan when a cobalt-60 radiation-therapy unit was dismantled.
May 2000: Meet Halfa, Egypt; two fatalities due to radiography accident.
August 2000 – March 2001: Instituto Oncologico Nacional of Panama, 17 fatalities. Patients receiving treatment for prostate cancer and cancer of the cervix receive lethal doses of radiation.
9 August 2004: Mihama Nuclear Power Plant accident, 4 fatalities. Hot water and steam leaked from a broken pipe (not actually a radiation accident).
9 May 2005: it was announced that the Thermal Oxide Reprocessing Plant at Sellafield in the UK suffered a large leak of a highly radioactive solution, which first started in July 2004.
2010s
April 2010: Mayapuri radiological accident, India, one fatality after a cobalt-60 research irradiator was sold to a scrap metal dealer and dismantled.
March 2011: Fukushima I nuclear accidents, Japan and the radioactive discharge at the Fukushima Daiichi Power Station.
17 January 2014: At the Rössing Uranium Mine, Namibia, a catastrophic structural failure of a leach tank resulted in a major spill. The France-based laboratory, CRIIRAD, reported elevated levels of radioactive materials in the area surrounding the mine. Workers were not informed of the dangers of working with radioactive materials and the health effects thereof.
1 February 2014: Designed to last ten thousand years, the Waste Isolation Pilot Plant (WIPP) site approximately 26 miles (42 km) east of Carlsbad, New Mexico, United States, had its first leak of airborne radioactive materials. 140 employees working underground at the time were sheltered indoors. Thirteen of these tested positive for internal radioactive contamination increasing their risk for future cancers or health issues. A second leak at the plant occurred shortly after the first, releasing plutonium and other radiotoxins causing concern to nearby communities. The source of the drum rupture has been traced to the use of organic kitty litter at the WCRRF packaging facility at Los Alamos National Laboratory, where the drum was packaged and prepared for shipment.
8 August 2019: Nyonoksa radiation accident at the State Central Navy Testing Range at Nyonoksa, near Severodvinsk, Russia.
Worldwide nuclear weapons testing summary
Between 16 July 1945 and 23 September 1992, the United States maintained a program of vigorous nuclear weapons testing, with the exception of a moratorium between November 1958 and September 1961. By official count, a total of 1,054 nuclear tests and two nuclear attacks were conducted, with over 100 of them taking place at sites in the Pacific Ocean, over 900 of them at the Nevada Test Site, and ten on miscellaneous sites in the United States (Alaska, Colorado, Mississippi, and New Mexico). Until November 1962, the vast majority of the U.S. tests were atmospheric (that is, above-ground); after the acceptance of the Partial Test Ban Treaty all testing was regulated underground, in order to prevent the dispersion of nuclear fallout.
The U.S. program of atmospheric nuclear testing exposed a number of the population to the hazards of fallout. Estimating exact numbers, and the exact consequences, of people exposed has been medically very difficult, with the exception of the high exposures of Marshall Islanders and Japanese fishers in the case of the Castle Bravo incident in 1954. A number of groups of U.S. citizens — especially farmers and inhabitants of cities downwind of the Nevada Test Site and U.S. military workers at various tests — have sued for compensation and recognition of their exposure, many successfully. The passage of the Radiation Exposure Compensation Act of 1990 allowed for a systematic filing of compensation claims in relation to testing as well as those employed at nuclear weapons facilities. As of June 2009 over $1.4 billion total has been given in compensation, with over $660 million going to "downwinders".
Trafficking and thefts
For intentional or attempted theft of radioactive material, See Crimes involving radioactive substances#Intentional or attempted theft of radioactive material
The International Atomic Energy Agency says there is "a persistent problem with the illicit trafficking in nuclear and other radioactive materials, thefts, losses and other unauthorized activities". The IAEA Illicit Nuclear Trafficking Database notes 1,266 incidents reported by 99 countries over the last 12 years, including 18 incidents involving HEU or plutonium trafficking:
Security specialist Shaun Gregory argued in an article that terrorists have attacked Pakistani nuclear facilities three times in the recent past; twice in 2007 and once in 2008.
In November 2007, burglars with unknown intentions infiltrated the Pelindaba nuclear research facility near Pretoria, South Africa. The burglars escaped without acquiring any of the uranium held at the facility.
In February 2006, Oleg Khinsagov of Russia was arrested in Georgia, along with three Georgian accomplices, with 79.5 grams of 89 percent enriched HEU.
The Alexander Litvinenko poisoning in November 2006 with radioactive polonium "represents an ominous landmark: the beginning of an era of nuclear terrorism," according to Andrew J. Patterson.
Accident categories
Nuclear meltdown
A nuclear meltdown is a severe nuclear reactor accident that results in reactor core damage from overheating. It has been defined as the accidental melting of the core of a nuclear reactor, and refers to the core's either complete or partial collapse. A core melt accident occurs when the heat generated by a nuclear reactor exceeds the heat removed by the cooling systems to the point where at least one nuclear fuel element exceeds its melting point. This differs from a fuel element failure, which is not caused by high temperatures. A meltdown may be caused by a loss of coolant, loss of coolant pressure, or low coolant flow rate or be the result of a criticality excursion in which the reactor is operated at a power level that exceeds its design limits. Alternately, an external fire may endanger the core, leading to a meltdown.
Large-scale nuclear meltdowns at civilian nuclear power plants include:
the Three Mile Island accident in Pennsylvania, United States, in 1979.
the Chernobyl disaster at Chernobyl Nuclear Power Plant, Ukraine, USSR, in 1986.
the Fukushima Daiichi nuclear disaster following the earthquake and tsunami in Japan, March 2011.
Other core meltdowns have occurred at:
NRX (military), Ontario, Canada, in 1952
BORAX-I (experimental), Idaho, United States, in 1954
EBR-I, Idaho, United States, in 1955
Windscale (military), Sellafield, England, in 1957 (see Windscale fire)
Sodium Reactor Experiment, Santa Susana Field Laboratory (civilian), California, United States, in 1959
Fermi 1 (civilian), Michigan, United States, in 1966
Chapelcross nuclear power station (civilian), Scotland, in 1967
the Lucens reactor, Switzerland, in 1969.
Saint-Laurent Nuclear Power Plant (civilian), France, in 1969
A1 plant, (civilian) at Jaslovské Bohunice, Czechoslovakia, in 1977
Saint-Laurent Nuclear Power Plant (civilian), France, in 1980
Several Soviet Navy nuclear submarines have had nuclear core melts: K-19 (1961), K-11(1965), K-27 (1968), K-140 (1968), K-222 (1980), and K-431 (1985).
Criticality accidents
A criticality accident (also sometimes referred to as an "excursion" or "power excursion") occurs when a nuclear chain reaction is accidentally allowed to occur in fissile material, such as enriched uranium or plutonium. The Chernobyl accident is not universally regarded an example of a criticality accident, because it occurred in an operating reactor at a power plant. The reactor was supposed to be in a controlled critical state, but control of the chain reaction was lost. The accident destroyed the reactor and left a large geographic area uninhabitable. In a smaller scale accident at Sarov a technician working with highly enriched uranium was irradiated while preparing an experiment involving a sphere of fissile material. The Sarov accident is interesting because the system remained critical for many days before it could be stopped, though safely located in a shielded experimental hall. This is an example of a limited scope accident where only a few people can be harmed, while no release of radioactivity into the environment occurred. A criticality accident with limited off site release of both radiation (gamma and neutron) and a very small release of radioactivity occurred at Tokaimura in 1999 during the production of enriched uranium fuel. Two workers died, a third was permanently injured, and 350 citizens were exposed to radiation. In 2016, a criticality accident was reported at the Afrikantov OKBM Critical Test Facility in Russia.
Decay heat
Decay heat accidents are where the heat generated by radioactive decay causes harm. In a large nuclear reactor, a loss of coolant accident can damage the core: for example, at Three Mile Island Nuclear Generating Station a recent shutdown (SCRAMed) PWR reactor was left for a length of time without cooling water. As a result, the nuclear fuel was damaged, and the core partially melted. The removal of the decay heat is a significant reactor safety concern, especially shortly after shutdown. Failure to remove decay heat may cause the reactor core temperature to rise to dangerous levels and has caused nuclear accidents. The heat removal is usually achieved through several redundant and diverse systems, and the heat is often dissipated to an 'ultimate heat sink' which has a large capacity and requires no active power, though this method is typically used after decay heat has reduced to a very small value. The main cause of the release of radioactivity in the Three Mile Island accident was a pilot-operated relief valve on the primary loop which stuck in the open position. This caused the overflow tank into which it drained to rupture and release large amounts of radioactive cooling water into the containment building.
For the most part, nuclear facilities receive their power from offsite electrical systems. They also have a grid of emergency backup generators to provide power in the event of an outage. An event that could prevent both offsite power, as well as emergency power is known as a "station blackout". In 2011, an earthquake and tsunami caused a loss of electric power at the Fukushima Daiichi nuclear power plant in Japan (via severing the connection to the external grid and destroying the backup diesel generators). The decay heat could not be removed, and the reactor cores of units 1, 2 and 3 overheated, the nuclear fuel melted, and the containments were breached. Radioactive materials were released from the plant to the atmosphere and to the ocean.
Transport
Transport accidents can cause a release of radioactivity resulting in contamination or shielding to be damaged resulting in direct irradiation. In Cochabamba a defective gamma radiography set was transported in a passenger bus as cargo. The gamma source was outside the shielding, and it irradiated some bus passengers.
In the United Kingdom, it was revealed in a court case that in March 2002 a radiotherapy source was transported from Leeds to Sellafield with defective shielding. The shielding had a gap on the underside. It is thought that no human has been seriously harmed by the escaping radiation.
On 17 January 1966, a fatal collision occurred between a B-52G and a KC-135 Stratotanker over Palomares, Spain (see 1966 Palomares B-52 crash). The accident was designated a "Broken Arrow", meaning an accident involving a nuclear weapon that does not present a risk of war.
Equipment failure
Equipment failure is one possible type of accident. In Białystok, Poland, in 2001 the electronics associated with a particle accelerator used for the treatment of cancer suffered a malfunction. This then led to the overexposure of at least one patient. While the initial failure was the simple failure of a semiconductor diode, it set in motion a series of events which led to a radiation injury.
A related cause of accidents is failure of control software, as in the cases involving the Therac-25 medical radiotherapy equipment: the elimination of a hardware safety interlock in a new design model exposed a previously undetected bug in the control software, which could have led to patients receiving massive overdoses under a specific set of conditions.
Human error
Some the major nuclear accidents have attributable in part to operator or human error. At Chernobyl, operators deviated from test procedure and allowed certain reactor parameters to exceed design limits. At TMI-2, operators permitted thousands of gallons of water to escape from the reactor plant before observing that the coolant pumps were behaving abnormally. The coolant pumps were thus turned off to protect the pumps, which in turn led to the destruction of the reactor itself as cooling was completely lost within the core.
A detailed investigation into SL-1 determined that one operator (perhaps inadvertently) manually pulled the central control rod out about 26 inches rather than the maintenance procedure's intention of about 4 inches.
An assessment conducted by the Commissariat à l'Énergie Atomique (CEA) in France concluded that no amount of technical innovation can eliminate the risk of human-induced errors associated with the operation of nuclear power plants. Two types of mistakes were deemed most serious: errors committed during field operations, such as maintenance and testing, that can cause an accident; and human errors made during small accidents that cascade to complete failure.
In 1946 Canadian Manhattan Project physicist Louis Slotin performed a risky experiment known as "tickling the dragon's tail" which involved two hemispheres of neutron-reflective beryllium being brought together around a plutonium core to bring it to criticality. Against operating procedures, the hemispheres were separated only by a screwdriver. The screwdriver slipped and set off a chain reaction criticality accident filling the room with harmful radiation and a flash of blue light (caused by excited, ionized air particles returning to their unexcited states). Slotin reflexively separated the hemispheres in reaction to the heat flash and blue light, preventing further irradiation of several co-workers present in the room. However, Slotin absorbed a lethal dose of the radiation and died nine days later. The infamous plutonium mass used in the experiment was referred to as the demon core.
Lost source
Lost source accidents, also referred to as orphan sources, are incidents in which a radioactive source is lost, stolen or abandoned. The source then might cause harm to humans. The best known example of this type of event is the 1987 Goiânia accident in Brazil, when a radiotherapy source was forgotten and abandoned in a hospital, to be later stolen and opened by scavengers. A similar case occurred in 2000 in Samut Prakan, Thailand when the radiation source of an expired teletherapy unit was sold unregistered, and stored in an unguarded car park from which it was stolen. Other cases occurred at Yanango, Peru where a radiography source was lost, and Gilan, Iran where a radiography source harmed a welder.
The International Atomic Energy Agency has provided guides for scrap metal collectors on what a sealed source might look like. The scrap metal industry is the one where lost sources are most likely to be found.
Experts believe that up to 50 nuclear weapons were lost during the Cold War.
Comparisons
Comparing the historical safety record of civilian nuclear energy with other forms of electrical generation, Ball, Roberts, and Simpson, the IAEA, and the Paul Scherrer Institute found in separate studies that during the period from 1970 to 1992, there were just 39 on-the-job deaths of nuclear power plant workers worldwide, while during the same time period, there were 6,400 on-the-job deaths of coal power plant workers, 1,200 on-the-job deaths of natural gas power plant workers and members of the general public caused by natural gas power plants, and 4,000 deaths of members of the general public caused by hydroelectric power plants with failure of Banqiao dam in 1975 resulting in 170,000-230,000 fatalities alone.
As other common sources of energy, coal power plants are estimated to kill 24,000 Americans per year due to lung disease as well as causing 40,000 heart attacks per year in the United States. According to Scientific American, the average coal power plant emits 100 times more radiation per year than a comparatively sized nuclear power plant in the form of toxic coal waste known as fly ash.
In terms of energy accidents, hydroelectric plants were responsible for the most fatalities, but nuclear power plant accidents rank first in terms of their economic cost, accounting for 41 percent of all property damage. Oil and hydroelectric follow at around 25 percent each, followed by natural gas at 9 percent and coal at 2 percent. Excluding Chernobyl and the Shimantan Dam, the three other most expensive accidents involved the Exxon Valdez oil spill (Alaska), the Prestige oil spill (Spain), and the Three Mile Island nuclear accident (Pennsylvania).
Nuclear safety
Nuclear safety covers the actions taken to prevent nuclear and radiation accidents or to limit their consequences and damage to the environment. This covers nuclear power plants as well as all other nuclear facilities, the transportation of nuclear materials, and the use and storage of nuclear materials for medical, power, industry, and military uses.
The nuclear power industry has improved the safety and performance of reactors, and has proposed new safer (but generally untested) reactor designs but there is no guarantee that the reactors will be designed, built and operated correctly. Mistakes do occur and the designers of reactors at Fukushima in Japan did not anticipate that a tsunami generated by an earthquake would disable the backup systems that were supposed to stabilize the reactor after the earthquake. According to UBS AG, the Fukushima I nuclear accidents have cast doubt on whether even an advanced economy like Japan can master nuclear safety. Catastrophic scenarios involving terrorist attacks are also conceivable.
In his book Normal Accidents, Charles Perrow says that unexpected failures are built into society's complex and tightly coupled nuclear reactor systems. Nuclear power plants cannot be operated without some major accidents. Such accidents are unavoidable and cannot be designed around. An interdisciplinary team from MIT have estimated that given the expected growth of nuclear power from 2005 – 2055, at least four serious nuclear accidents would be expected in that period. To date, there have been five serious accidents (core damage) in the world since 1970 (one at Three Mile Island in 1979; one at Chernobyl in 1986; and three at Fukushima-Daiichi in 2011), corresponding to the beginning of the operation of generation II reactors. This leads to on average one serious accident happening every eight years worldwide.
When nuclear reactors begin to age, they require more exhaustive monitoring and preventive maintenance and tests to operate safely and prevent accidents. However, these measures can be costly, and some reactor owners have not followed these recommendations. Most of the existing nuclear infrastructure in use is old due to these reasons.
To combat accidents associated with aging nuclear power plants, it may be advantageous to build new nuclear power reactors and retire the old nuclear plants. In the United States alone, more than 50 start-up companies are working to create innovative designs for nuclear power plants while ensuring the plants are more affordable and cost-effective.
Ecological impacts
Impact on land
Isotopes released during a meltdown or related event are typically dispersed into the atmosphere and then settle on the surface through natural occurrences and deposition. Isotopes settling on the top soil layer can remain there for many years, due to their slow decay (long half-life). The long-term detrimental effects on agriculture, farming, and livestock, can potentially affect human health and safety long after the actual event.
After the Fukushima Daiichi accident in 2011, surrounding agricultural areas were contaminated with more than 100,000 MBq km−2 in cesium concentrations. As a result, eastern Fukushima food production was severely limited. Due to Japan's topography and the local weather patterns, cesium deposits as well as other isotopes reside in top layer of soils all over eastern and northeastern Japan. Luckily, mountain ranges have shielded western Japan.
The Chernobyl disaster in 1986 exposed to radiation about 125,000 mi2 (320,000 km2) of land across Ukraine, Belarus, and Russia. The amount of focused radiation caused severe damage to plant reproduction: most plants could not reproduce for at least three years. Many of these occurrences on land can be a result of the distribution of radioactive isotopes through water systems.
Impact on water
Fukushima Daiichi accident
In 2013, contaminated groundwater was found in between some of the affected turbine buildings in the Fukushima Daiichi facility, including locations at bordering seaports on the Pacific Ocean. In both locations, the facility typically releases clean water to feed into further groundwater systems. The Tokyo Electric Power Company (TEPCO), the entity that manages and operates the facility, further investigated the contamination in areas that would be deemed safe to conduct operations. They found that a significant amount of the contamination originated from underground cable trenches that connected to circulation pumps within the facility. Both the International Atomic Energy Agency (IAEA) and TEPCO confirmed that this contamination was a result of the 2011 earthquake. Due to damage like this, the Fukushima plant released nuclear material into the Pacific Ocean and has continued to do so. After 5 years of leaking, the contaminates reached all corners of the Pacific Ocean, from North America and Australia to Patagonia. Along the same coastline, Woods Hole Oceanographic Institution (WHOI) found trace amounts of Fukushima contaminates 100 miles (150 km) off the coast of Eureka, California in November 2014. Despite the relatively dramatic increases in radiation, the contamination levels still satisfy the World Health Organization's (WHO's) standard for clean drinking water.
In 2019, the Japanese government announced that it was considering the possibility of dumping contaminated water from the Fukushima reactor into the Pacific Ocean. Japanese Environmental Minister Yoshiaki Harada reported that TEPCO had collected over a million tons of contaminated water, and by 2022 they would be out of space to safely store the radioactive water.
Multiple private agencies as well as various North American governments monitor the spread of radiation throughout the Pacific to track the potential hazards it can introduce to food systems, groundwater supplies, and ecosystems. In 2014, the United States Food and Drug Administration (FDA) released a report stating that radionuclides, traced from the Fukushima facility, were present in the United States food supply, but not to levels deemed to be a threat to public health – as well as any food and agricultural products imported from Japanese sources. It is commonly believed that, with the rate of the current radionuclide leakage, the dispersal into the water would prove beneficial, as most of the isotopes would be diluted by the water as well as become less radioactive over time, due to radioactive decay. Cesium (Cs-137) is the primary isotope released from the Fukushima Daiichi facility. Cs-137 has a long half-life, meaning it could potentially have long-term harmful effects, but as of now, its levels from 200 km outside of Fukushima show close to pre-accident levels, with little spread to North American coasts.
Chernobyl accident
Evidence can be seen from the 1986 Chernobyl event. Due to the violent nature of the accident there, a sizable portion of the resulting radioactive contamination of the atmosphere consisted of particles that were dispersed during the explosion. Many of these contaminates settled in groundwater systems in immediate surrounding areas, but also in Russia and Belarus. The ecological effects of the resulting radiation in groundwater can be seen in various aspects in the area affected by the sequence of environmental consequences. Radionuclides carried by groundwater systems have resulted in the uptake of radioactive material in plants and then up the food chains into animals, and eventually humans. One of the most important mechanisms of exposure to radiation was through agriculture contaminated by radioactive groundwater. Again, one of the greatest concerns for the population within the 30 km exclusion zone is the intake of Cs-137 by consuming agricultural products contaminated with groundwater. Thanks to the environmental and soil conditions outside the exclusion zone, the recorded levels are below those that require remediation, based on a survey in 1996. During this event, radioactive material was transported by groundwater across borders into neighboring countries. In Belarus, just north of Chernobyl, about 250,000 hectares of previously usable farmland were held by state officials until deemed safe.
Off-site radiological risk may be found in the form of flooding. Many citizens in the surrounding areas have been deemed at risk of exposure to radiation due to the Chernobyl reactor's proximity to floodplains. A study was conducted in 1996 to see how far the radioactive effects were felt across eastern Europe. Lake Kojanovskoe in Russia, 250 km from the Chernobyl accident site, was found to be one of the most impacted lakes. Fish collected from the lake were found to be 60 times more radioactive than the European Union Standard. Further investigation found that the water source feeding the lake provided drinking water for about 9 million Ukrainians, as well as providing agricultural irrigation and food for 23 million more. The disaster has been described by lawyers, academics and journalists as an example of ecocide.
A cover was constructed around the damage reactor of the Chernobyl nuclear plant. This helps in the remediation of radioactive material leaking from the site of the accident, but does little to protect the local area from radioactive isotopes that were dispersed in its soils and waterways more than 30 years ago. Partially due to the already abandoned urban areas, as well as international relations currently affecting the country, remediation efforts have minimized compared to the initial clean up actions and more recent accidents such as the Fukushima incident. On-site laboratories, monitoring wells, and meteorological stations can be found in a monitoring role at key locations affected by the accident.
Effects of acute radiation exposure
See also
European Committee on Radiation Risk
1983 Soviet nuclear false alarm incident
Clinic of Zaragoza radiotherapy accident
List of nuclear whistleblowers
List of military nuclear accidents
Acute radiation syndrome
Genpatsu-shinsai
International Nuclear Event Scale
Nuclear power debate
Radiation poisoning (disambiguation)
:Category:Victims of radiological poisoning
References
Further reading
Chernobyl: Consequences of the Catastrophe for People and the Environment (2009)Chernobyl. Vengeance of peaceful atom. (2006)Conservation Fallout: Nuclear Protest at Diablo Canyon (2006)Contesting the Future of Nuclear Power (2011)Essence of Decision: Explaining the Cuban Missile Crisis (1971)Fallout: An American Nuclear Tragedy (2004)Fallout Protection (1961)Fukushima: Japan's Tsunami and the Inside Story of the Nuclear Meltdowns (2013)
Full Body Burden: Growing Up in the Nuclear Shadow of Rocky Flats (2012)
Hiroshima (1946)
Killing Our Own: The Disaster of America's Experience with Atomic Radiation (1982)
In Mortal Hands: A Cautionary History of the Nuclear Age (2009)
Making a Real Killing: Rocky Flats and the Nuclear West (1999)
Maralinga: Australia's Nuclear Waste Cover-up (2007)
Non-Nuclear Futures: The Case for an Ethical Energy Strategy (1975)
Normal Accidents: Living with High-Risk Technologies (1984)
Nuclear or Not? Does Nuclear Power Have a Place in a Sustainable Energy Future? (2007)
Nuclear Politics in America (1997)
Nuclear Power and the Environment (1976)
Nuclear Terrorism: The Ultimate Preventable Catastrophe (2004)
Nuclear War Survival Skills (1979)
Nuclear Weapons: The Road to Zero (1998)
Nukespeak: Nuclear Language, Visions and Mindset (1982)
On Nuclear Terrorism (2007)
Plutopia (2013)
The Limits of Safety (1993, Princeton University Press) by Scott Sagan
External links
U.S. Nuclear Accidents (lutins.org) most comprehensive online list of incidents involving U.S. nuclear facilities and vessels, 1950–present
US Nuclear Regulatory Commission (NRC) website with search function and electronic public reading room
International Atomic Energy Agency website with extensive online library
Plutopia: Nuclear Families, Atomic Cities, and the Great Soviet and American Plutonium Disasters
Annotated bibliography for civilian nuclear accidents from the Alsos Digital Library for Nuclear Issues
Non-combat military accidents
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https://en.wikipedia.org/wiki/Braniff%20International%20Airways
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Braniff International Airways
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Braniff Airways, Inc., operated as Braniff International Airways from 1948 until 1965, and then Braniff International from 1965 until air operations ceased, was an airline in the United States that flew air carrier operations from 1928 until 1982 and continues today as a retailer, hotelier, travel service and branding and licensing company, administering the former airline's employee pass program and other airline administrative duties. Braniff's routes were primarily in the midwestern and southwestern United States, Mexico, Central America, and South America. In the late 1970s it expanded to Asia and Europe. The airline ceased air carrier operations in May 1982 because of high fuel prices, credit card interest rates and extreme competition from the large trunk carriers and the new airline startups created by the Airline Deregulation Act of December 1978. Two later airlines used the Braniff name: the Hyatt Hotels-backed Braniff, Inc. in 1983–89, and Braniff International Airlines, Inc. in 1991–92.
In early 2015, the private Irrevocable Trust that owned and administered Braniff's intellectual property and certain other company assets since 1983, released the assets to a private entity associated with the Trust, which founded a series of new Braniff companies that were incorporated in the State of Oklahoma, for historical purposes and for administration of the Braniff trademarks, copyrights and other intellectual property. These companies included Braniff Air Lines, Inc., Paul R. Braniff, Inc., Braniff Airways, Inc., Braniff International Hotels, Inc., and Braniff International Corporation. During 2017 and 2018, some of the original Braniff companies were reinstated for historical purposes and administration of Braniff's intellectual property assets including those of Mid-Continent Airlines, Pan American Grace Airways and Long and Harman Airlines, Inc. However, in early 2022, the private Trust that originally owned Braniff's intellectual property since 1983, reacquired these assets along with the original Braniff companies and corresponding assets.
The corporate evolution of Braniff International
In 1926, the first Braniff airline entity, Braniff Air Lines, Inc., was incorporated in the State of Oklahoma; in 1928, the company was reincorporated as Paul R. Braniff, Inc., again in the State of Oklahoma; in 1930, the company was reincorporated as Braniff Airways, Incorporated in the State of Oklahoma; in 1946, the company became publicly known under the trade name Braniff International Airways. In 1966, the company was reincorporated as Braniff Airways, Incorporated, in the State of Nevada; in 1973, the company was reincorporated as Braniff International Corporation and Braniff Airways, Incorporated, became the wholly owned subsidiary of Braniff International; in 1983, the company was reincorporated in Delaware as Dalfort Corporation, which included Braniff, Inc., as the wholly-owned airline subsidiary of Dalfort Corporation; in 1990, the company was reincorporated in Delaware as Braniff International Airlines, Inc.; and in 2015, the company was reincorporated as Braniff Airways, Incorporated, in the State of Oklahoma, which included its operating subsidiaries and original parent company.
History
Braniff Air Lines, Inc.
In April 1926, Paul Revere Braniff incorporated Braniff Air Lines, Inc., which was a planned flight school and aircraft maintenance entity that never came to fruition. However, the name and company were retained by him and his brother, Thomas Elmer Braniff, until 1932.
Oklahoma Aero Club
In 1927, Paul R. Braniff, his brother Thomas, and several investors formed Oklahoma Aero Club to fly the founding executives using a Stinson Detroiter, purchased by Paul Braniff, registered as NC1929, on hunting, fishing, and business trips. Paul Braniff was the sole pilot, and flew the investors to their meetings. These included Frank Phillips, founder of Phillips Petroleum; E. E. Westervelt, Manager of Southwest Bell Telephone; Fred Jones, Ford dealership owner; Virgil Browne of Coca-Cola Company; and Walter A. Lybrand, an Oklahoma City attorney.
Scheduling conflicts between the executives caused the new venture to be disbanded. Eventually, the Braniff brothers, Mr. Lybrand, and Mr. Westervelt bought out the interests of the other investors.
Paul R. Braniff, Inc.
In the spring of 1928, insurance magnate Thomas Elmer Braniff founded an air carrier, maintenance, aircraft dealer and flight school organization with his brother Paul, called Paul R. Braniff, Inc., which did business as Tulsa-Oklahoma City Airline. The new company, founded in May 1928, began regularly scheduled service from Oklahoma City, Oklahoma, and Tulsa, Oklahoma, using 6-passenger Lockheed Vega single-engine aircraft on June 20, 1928.
The first flight was flown by Paul Braniff along with the company mechanic. The flight from Oklahoma City SW 29th Street Airport to Tulsa McIntire Airport was uneventful. However, the return flight was delayed several hours for thunderstorms in the area. The one-way fare between the two cities was $12.50 or $20.00 round trip with a baggage allowance of 25 pounds and a charge of 10 cents for each pound over the maximum allowable amount. The fare included ground transportation from both airports to the downtown areas of each city, which was provided by Yellow Cab Company. The new airline was solely dependent on passenger carrying fares for its revenue since it had not entered into any mail or express contracts with the United States Post Office.
Universal Airlines and Braniff Air Lines, Inc.
The new Braniff venture was profitable within a month of service inauguration but with the weakening economic conditions the company found itself in need of a merger partner. In 1929, the Braniff brothers sold the assets of the company (the Paul R. Braniff, Inc., company organization was retained by the Braniff brothers) to Universal Aviation Corporation of St. Louis, Missouri, at which time, the organization started operating as Braniff Air Lines, Inc. In 1930, the company was bought by the Aviation Corporation (AVCO) which was the predecessor of American Airlines.
Braniff Airlines, Inc., and the carrier grew by adding service from Oklahoma City to San Angelo, Texas, with intermediate stops at Wichita Falls, Breckenridge and Abilene, Texas, by the Summer of 1929 and service at Denison, Texas, was added on July 5, 1929. An additional route was operated between Oklahoma City and Ft Worth with intermediate stops at Wewoka, Oklahoma, and Dallas Love Field and a third route operated between Oklahoma City and Tulsa with intermediates stops at Wewoka and Seminole, Oklahoma, with all beginning on July 15, 1929 (this is most likely when the first Braniff service began at Dallas Love Field). The new airline performed as one of the best in the Universal System with a 99-percent completion rate reported during the month of July 1929 and the Airline also led the other divisions in number of passengers carried.
Service was added between Oklahoma City and Amarillo during the Summer of 1929. Package express and air freight service was added to the list of Braniff services on September 1, 1929, and included Dallas Love Field.
Braniff Airways, Incorporated
In the fall of 1930, Tom and Paul Braniff once again founded a new airline called Braniff Airways, Incorporated, which was organized on November 3, 1930, and began service on November 13, 1930, between Oklahoma City and Tulsa and Oklahoma City and Wichita Falls Texas. Braniff Airways purchased two six-passenger 450 horsepower Lockheed L-5 Vega single-engine aircraft capable of cruising at speeds of 150 miles-per-hour. Braniff's advertising touted the new carrier as The World's Fastest Airline.
Braniff quickly expanded its route system to include Kansas City Fairfax Airport on December 5, 1930. The new service operated nonstop between Kansas City and Tulsa and additional new cities were added in early 1931. By the end of 1930, the airline had added new service to its route map and employed six people and the new service between Tulsa and Kansas City had increased system route mileage to 241 miles. On February 25, 1931, Braniff welcomed in the new year by adding Chicago Midway Airport to its route map. The new service operated nonstop between Kansas City and the Windy City, once each day. The flight originated at Wichita Falls and continued to Midway Airport with intermediate stops at Oklahoma City, Tulsa and Kansas City.
The summer of 1931 welcomed St Louis to the Braniff system on June 15, with nonstop service offered between St Louis and both Chicago and Tulsa. Additional Lockheed Vegas were added to the fleet during 1931 and 1932.
Braniff's First Airmail Route
The fledgling airline shut down to reorganize in March 1933, with the company airborne again in less than a year. Paul Braniff, travelled to Washington, D.C., to petition for a Chicago-Dallas airmail route. The United States Postal Service granted Braniff their first airmail route soon after and the new route was inaugurated in May 1934, which effectively saved the company from failure. In early 1935, Braniff became the first airline to fly from Chicago to the U.S.–Mexico border. In August 1935, Paul Braniff left to pursue other opportunities and Charles Edmund Beard placed in charge of daily operations. In 1954, Beard was appointed president and CEO of Braniff with Fred Jones of Oklahoma City becoming chairman of the board.
Midwestern expansion
On December 28, 1934, Braniff purchased Dallas-based Long and Harman Air Lines, that operated passenger and mail routes from Amarillo to Brownsville and Galveston. Braniff began operating Long and Harman's routes on January 1, 1935, which took the airline from Chicago to Brownsville, Texas, and as far west as Amarillo, Texas.
Wartime service
During the war, Braniff remanded all of its Douglas DC-2 fleet and a substantial number of its new 21-passenger Douglas DC-3 fleet to the United States Army Air Forces. The DC-3 had just entered the fleet in December 1939. All of the Airline's DC-2s were given to the military for wartime service and none were accepted back into the fleet at the end of the war. Besides offering its aircraft to the United States military, it also leased its facilities at Dallas Love Field to the military, which became a training site for pilots and mechanics.
Braniff was given a contract to operate a military cargo flight between Brownsville, Texas, and Panama City/Balboa City, in the Canal Zone. The route was called the Banana Run because Braniff's pilots made agreements with the banana producers in Panama to move their bananas to the United States to sell. Because of the war, they could not fly their produce out of the country but Braniff devised at least a small way to assist the growers. Because of Braniff's superb service during the war and over the Banana Run, the Airline would be rewarded with a significant international route award just a year after the war ended.
Aerovias Braniff formed
Thomas Elmer Braniff created a Mexico-based airline, Aerovias Braniff, in 1943. Service was inaugurated in March 1945, after the carrier received its operating permits from the Mexican government. Aerovias Braniff operated from Nuevo Laredo, Mexico, to Monterrey and Mexico City. The new company, owned by Mr. Braniff, had three 21 passenger Douglas DC-3s that had been allocated to the carrier from the United States War Surplus Administration in February, 1945.
Mr. Braniff had applied to the federal Civil Aeronautics Board (CAB) for authority to merge Aerovias Braniff with Braniff Airways, Inc. However, the Mexican government suspended Aerovias Braniff's operating permits in October 1946, under pressure from Pan American Airways, Inc., and merger of the two carriers was not approved by the CAB. Braniff was allowed to operate a charter service in Mexico for a brief period in 1947 but that was also discontinued and service was not commenced again until 1960
Latin America route award
After World War II, on May 19, 1946, the Civil Aeronautics Board (CAB) awarded Braniff routes to the Caribbean, Mexico, Central and South America, competing with Pan American-Grace Airways (Panagra). The Civil Aeronautics Board awarded Braniff a 7719 statute mile route from Dallas to Houston to Havana, Balboa, C.Z., Panama, Guayaquil, Lima, La Paz, Asuncion, and finally Buenos Aires, Argentina, and from Asuncion to São Paulo and Rio de Janeiro, Brazil. At that time, the airline changed its trade name to Braniff International Airways (the official corporate name remained Braniff Airways, Incorporated) and flights to South America via Cuba and Panama began on June 4, 1948, with a routing of Chicago – Kansas City – Dallas – Houston – Havana – Balboa, C.Z. – Guayaquil – Lima (Lima service did not begin until June 18, 1948). The route was then extended in February 1949 to La Paz and in March 1949, to Rio de Janeiro, Brazil. Douglas DC-4s and Douglas DC-6s flew to Rio; initially DC-3s flew Lima to La Paz. Braniff was the first airline authorized by the CAB to operate JATO or Jet Assisted Take-Off aircraft (DC-4) at La Paz.
Braniff inaugurated new service from Lima, Peru, to Rio de Janeiro, Brazil, with a stop at São Paulo, added in October 1950. Service was extended in March 1950 from La Paz to Asuncion, Paraguay, and in May 1950 to Buenos Aires, Argentina. Argentine President Juan Perón and his famed wife Evita Perón participated in the festivities at the Palacio Casa Rosada in Buenos Aires. In October 1951 departures from Dallas became daily: three a week to Buenos Aires and four to Rio de Janeiro. Beginning in 1951, flights to South America stopped at Miami, but Braniff did not carry domestic passengers between Dallas and Houston and Miami.
Mid-Continent Airlines merger
By October 1951, Braniff flew to 29 airports in the US, from Chicago and Denver south to Brownsville, Texas, to Central America, Cuba and South America.
After months of negotiations Braniff acquired Mid-Continent Airlines, a small Kansas City-based trunk line, on August 16, 1952. The merger added numerous cities, including Minneapolis/St. Paul, Sioux City, and Sioux Falls in the North; Des Moines, Omaha, and St. Louis in the Midwest; and Tulsa, Shreveport, and New Orleans in the South. The acquisition of the Minneapolis/St. Paul to Kansas City route (with stops in Des Moines and Rochester, Minnesota) was of particular interest to Braniff, as Mid-Continent had been awarded this route instead of Braniff in 1939.
After the merger Braniff operated 75 aircraft and over 4000 employees, including 400 pilots. In 1955 Braniff was the tenth largest US airline by passenger-miles and ninth largest by domestic passenger miles.
With the addition of the South America route system, merger with Mid-Continent Airlines, and reduction in mail subsidy on the Mid-Continent system, Braniff International Airways recorded a US$1.8 million operating loss during 1953. Aircraft that were scheduled to be disposed of offset the loss and the company recorded a meager US$11,000 net income. An increase in mail subsidy, requested by Mr. Braniff before his death, was granted in 1954, and the company returned to profitability.
Deaths of the Braniff brothers
On January 10, 1954, Braniff's founder Thomas Elmer Braniff died when a Grumman flying boat owned by United Gas crash-landed on the shore of Wallace Lake, 15 miles outside of Shreveport, Louisiana, due to icing. According to information from Captain George A. Stevens: "Mr Braniff was on a hunting expedition with a group of important citizens of Louisiana. They were returning to Shreveport from a small duck hunting lake near Lake Charles, Louisiana, in a Grumman Mallard aircraft with no deicing system. The wings iced up on approach to landing in Shreveport, and the plane lost altitude. One of the wings hit cypress stumps and the plane crashed against the shore. It caught fire and all 12 lives aboard were lost."
Braniff Executive Vice President Charles Edmund Beard became the first non-Braniff family member to assume the role of president of the airline after Tom Braniff's death. Mr. Beard gathered Braniff employees together at the Braniff hangar at Dallas Love Field on January 18, 1954, to announce that the airline would move forward and assured the public that the airline would continue. In February 1954, Mrs. Bess Thurman Braniff was appointed a vice president of the company. She was instrumental in calming the fears of Braniff's creditors, which became concerned especially after the losses incurred in 1953, quickly followed by the loss of Mr. Braniff.
Paul R. Braniff died in June 1954 from complications from pneumonia and from throat cancer. Tom Braniff's wife, Bess Thurman Braniff, also died in August 1954, of cancer. Tom's son, Thurman Braniff, was killed in a training plane crash at Oklahoma City in 1937, and his daughter Jeanne Braniff Terrell died in 1948 from complications of childbirth. Jeanne Braniff's child died two days after birth and her husband Alexander Terrell died a year later in 1949.
New equipment and facilities
Charles Edmund Beard led Braniff into the jet age. The first jets were four Boeing 707-227s; a fifth crashed on a test flight when still owned by Boeing. Braniff was the only airline to order the 707-227 because their low density and powerful engines were perfectly suited to Braniff's thin and high routes from the US Mainland to South America. In 1971, Braniff sold the jets to British West Indies Airways (BWIA), an airline based in the Caribbean. Boeing 720s were added in the early 1960s. In 1965 Braniff's fleet was about half jet, comprising 707s, 720s and British Aircraft Corporation BAC One-Eleven jetliners. The long range Boeing 707-320C intercontinental model was then introduced. However, the 707, 720 and One-Eleven would all subsequently be removed from the fleet in favor of the ideally suited Boeing 727 Trijet. Braniff's last piston schedule was operated with a Convair 340 aircraft in September 1967 and the last Lockheed L-188 Electra turboprop service was flown in April 1969.
In February 1957, Braniff moved into a new headquarters located temporarily in the new Exchange Bank Building at Exchange Park, a high-rise office development within sight of Dallas Love Field. The airline was required to move into the temporary building until its new 10-story Braniff Tower also in Exchange Park was ready for move in on Valentine's Day 1958. Braniff remained in this building until December 1978, when it moved its spacious new Braniff Place World Headquarters on the west side of DFW Airport. The airline opened a Maintenance and Operations Base with over 433,000 square feet on the east side of Dallas Love Field at 7701 Lemmon Avenue in October 1958. The airline would occupy the facility until the late 1980s, with the Braniff, Inc. (Braniff II) holding company, Dalfort, remaining there until 2001.
Boeing Super Sonic Transport (SST)
In April 1964, Braniff made deposits on two Boeing 2707 Supersonic Transports, $100,000 per aircraft. This would give Braniff slots number 38 and 44 when the SST began production. President Beard said the two aircraft would be used on the carrier's US to Latin America flights, where the Boeing 707 was performing satisfactorily.
When this deposit was made, the SST program was being financed by the US government. In 1971, Congress cancelled the program, against the Nixon Administration's wishes.
Greatamerica
In 1964, Troy Post, chairman of Greatamerica Corporation, an insurance holding company based in Dallas, purchased Braniff and National Car Rental as part of an expansion of holdings and growth outside the insurance business. Braniff and National were chosen after Greatamerica CFO Charles Edward Acker identified them as under-utilized and under-managed companies. Acker had stated in a 1964 study that Braniff's conservative management was hampering the growth that the "jet age" required, in part by cash purchase of new planes instead of financing them, diverting working capital from growth initiatives. As part of the acquisition, Acker became executive vice president and CFO of Braniff.
Troy Post hired Harding Lawrence, executive vice president of Continental Airlines, who was responsible for a 500 percent increase in sales at the Los Angeles-based carrier during his tenure, as the new president of Braniff International. Lawrence was determined to give Braniff a glossy, modern, and attention-getting image. Over the next 15 years, his expansion into new markets – combined with ideas unorthodox for the airline industry – led Braniff to record financial and operating performance, expanding its earnings tenfold despite typical passenger load factors around 50 percent.
Mary Wells and "The End of the Plain Plane"
To begin the overhaul of Braniff's image, Lawrence hired Jack Tinker and Partners, who assigned advertising executive Mary Wells – later Mary Wells Lawrence after her November 1967 marriage to Harding Lawrence in Paris – as account leader. First on the agenda was to overhaul Braniff's public image — including the 1959 Red and Blue El Dorado Super Jet livery which Wells saw as "staid". New Mexico architect Alexander Girard, Italian fashion designer Emilio Pucci, and shoe designer Beth Levine were hired, and with this new talent Braniff began the "End of the Plain Plane" campaign.
At Girard's recommendation the old livery was dropped in favor of a single color on each plane, selected from a palette of rich and iridescent hues like "Chocolate Brown" and "Metallic Purple." He favored a small "BI" logo and small titles. Braniff engineering and Braniff's advertising department modified Girard's colors, enlarged the "BI" logo, and added white wings and tails. This, ironically, was based on the 1930s Braniff Lockheed Vega color schemes, which also carried colorful paint with white wings and tails. The new fleet carried such colors as beige, ochre, orange, turquoise, baby blue, medium blue, lemon yellow, and lavender/periwinkle blue. Lavender was dropped after a month, due to the similarity in coloration to the Witch Moth (Ascalapha odorata), a sign of bad luck in Mexican mythology.
Fifteen colors were used during the 1960s (Harper & George modified Girard's original seven colors in 1967), in combination with 57 variations of Herman Miller fabrics. Many of the color schemes were applied to aircraft interiors, gate lounges, ticket offices, and even the corporate headquarters. Art to complement the color schemes was flown in from Mexico, Latin America, and South America. Girard designed an extensive line of furniture for Braniff's ticket offices and customer lounges. This furniture was made available to the public by Herman Miller, for a year in 1967.
Pucci used a series of nautical themes for crew uniforms for flight attendants, pilots, ground and terminal personnel. For the hostesses, Pucci used "space age" themes, including plastic Bolas (first edition zippered version) Space Helmets (second edition with snaps) as they were dubbed by Pucci. These clear plastic bubbles, which resembled Captain Video helmets and which Braniff termed "RainDome", were to be worn between the terminal and the plane to prevent bouffant hairstyles from being disturbed by outside elements. "RainDomes" were dropped the following year because the helmets cracked easily, there was no place to store them on the aircraft, and new jetway installation at many airports made them unnecessary. However, the helmets were still approved for use through 1967. For the footwear, Beth Levine created plastic boots and designed two-tone calfskin boots and shoes. Later uniforms and accessories were composed of interchangeable parts, which could be removed and added as needed.
Emilio Pucci designed additional new uniforms for Braniff through 1975. This included the updated 1966 Supersonic Derby Collection; 1968 Pucci Classic Collection; 1971 747 Braniff Place Pant Dress Collection; 1972 727 Braniff Place Pant Dress Collection; 1973 Pucci Blue Pilot Uniform; 1974 Pucci The Classic Collection and finally in 1975 the Flying Colors Collection, which only included impressive white coveralls with red and blue Flying Colors logo for maintenance personnel.
MAC Charters
In 1966, Braniff obtained a government contract to transport military personnel from the US Mainland to Vietnam and other military outposts in the Pacific region. Braniff also operated flights to and from Hawaii for R&R furloughs for military personnel during the Vietnam War. The Military Airlift Command routes were expanded in the Pacific and added to the Atlantic side in 1966. The last Braniff MAC charter associated with the Vietnam War was flown in 1975.
Merger with Panagra
In February 1967 Braniff, purchased Pan American-Grace Airways (known as Panagra) from shareholders of Pan American World Airways and W. R. Grace, increasing its presence making it the leading US airline in South America. The merger was effective on February 1, 1967, and Panagra's remaining piston airliners were retired. Panagra operated early model Douglas DC-8s, which were a new addition to the Braniff fleet; a Panagra order for five long-range DC-8-62s was taken up by Braniff, and deliveries began in late 1967, replacing the older Series 30 Panagra DC-8s by the end of 1967.
"When You Got It — Flaunt It"
Under the leadership of George Lois and his advertising firm Lois, Holland Calloway, Braniff started a campaign that presented stars such as Andy Warhol, Sonny Liston, Salvador Dalí, Whitey Ford, the Playboy Bunny, and other celebrities of the time flying Braniff. After the End of the Plain Plane Campaign, it became one of the most celebrated marketing efforts Madison Avenue had ever produced, blending style and arrogance. The key advertising slogan was "When you got it — flaunt it."
Management considered the campaign a success. Braniff reported an 80 percent increase in business during the life of the campaign in spite of an economic downturn the following year.
"Terminal of the Future" and JetRail
Braniff opened the "Terminal of the Future" at Dallas Love Field in late December 1968 and the Jetrail Car Park people mover monorail system in April 1970. Both operated until January 1974. Jetrail was the world's first fully automated monorail system, taking passengers from remote parking lots at Love Field to the Braniff terminal. Braniff was a leading partner in the planning of Dallas/Fort Worth International Airport and contributed many innovations to the airline industry during this time.
Remaking the jet fleet
Braniff had been one of the first U.S. operators of the BAC One-Eleven (and the first U.S. airline to order the twin jet), but in 1965 Lawrence ordered twelve new Boeing 727-100s and cancelled most of the remaining One-Eleven orders. The 727s had been selected before Lawrence's arrival, but no orders had been placed. These planes were the "quick change" (B727-100C) model, with a large freight loading door on the left side just aft of the flight deck. This allowed Braniff to begin late-night cargo service, while the aircraft carried passengers during the day, in August 1966. This doubled the 727 utilization rate and allowed Braniff to open the new cargo business, dubbed AirGo. The new 727s could also be outfitted in a mixed cargo/passenger combi aircraft configuration and Braniff did operate "red eye" overnight services carrying cargo in the forward section with seating for 51 passengers in the rear coach compartment.
In 1970 Braniff accepted delivery of the 100th Boeing 747 built – a 747-127, N601BN – and began flights from Dallas to Honolulu, Hawaii, on January 15, 1971. This plane, dubbed "747 Braniff Place" and "The Most Exclusive Address In The Sky", was Braniff's flagship, and it flew an unprecedented 15 hours per day with a 99 percent dispatch reliability rate over the Transpacific long route. In 1978 N601BN flew the first flight from Dallas/Fort Worth to London.
The Braniff 747 livery of bright orange led to the aircraft being nicknamed "The Great Pumpkin". The popularity of "The Great Pumpkin" led to extensive publicity, and even the licensing of a scale model by the Airfix model company.
The Boeing 727 became the backbone of the Braniff fleet. The trijet was the key aircraft in the 1971 Fleet Standardization Plan that called for three aircraft types: the Boeing 727 primarily operated on domestic services, the Boeing 747 for Hawaii, and the Douglas DC-8 for South America. This plan would lower operating costs. When Lawrence took office in May 1965, Braniff operated 13 different aircraft types. Braniff eventually ordered several variants of the 727 including the "quick change" cargo/passenger combi aircraft variant, the stretched 727-200, and later the 727-200 Advanced. Lawrence also increased utilization of the fleet.
In 1969 the Lockheed L-188 Electras were retired, making Braniff an all pure jet airline. By the mid-1970s Braniff's fleet of 727s showed the efficiencies that a single type of aircraft could produce. The company's maintenance costs on the 727s were lower than the dual pilot DC-9. In 1975 Braniff had one 747, 11 DC-8s, and 70 727s. The Douglas DC-8s were aging, and there was speculation whether new Boeing 757s, Boeing 767s or Airbus A300s would replace the long range DC-8-62s (which flew Braniff's South American routes including nonstops from Los Angeles and New York City to Bogota, Colombia and Lima, Peru as well as nonstops from Miami and New York City to Buenos Aires) with McDonnell Douglas MD-80s possibly being introduced on shorter routes. In 1978 Braniff announced it had chosen the Boeing 757 and 767 to replace the DC-8s over its Latin America Division routes, but the airline never operated the 757, 767, A300 or MD-80.
Alexander Calder
In December 1972, American Modern Master Alexander Calder was commissioned by Braniff to paint an aircraft. Calder was introduced to Harding Lawrence by veteran advertising executive George Stanley Gordon, who would eventually take over Braniff's advertising account. Calder's contribution was a Douglas DC-8 known simply as "Flying Colors of South America." In 1975 it was showcased at the Paris Air Show in Paris, France. Its designs reflected the bright colors and simple designs of South America and Latin America, and was used mainly on South American flights.
Later in 1975, he debuted "Flying Colors of the United States" to commemorate the Bicentennial of the United States. This time, the aircraft was a Boeing 727-200. First Lady Betty Ford dedicated "Flying Colors of the United States" in Washington, D.C., on November 17, 1975. Calder died in November 1976 as he was finalizing a third livery, termed "Flying Colors of Mexico" or "Salute To Mexico". Consequently, this livery was not used on any Braniff aircraft.
Halston and the Elegance Campaign
In the fall of 1976, Braniff commissioned American couturier Halston to bring an elegant and sophisticated feel to Braniff. The new Ultrasuede uniforms and Ultra Space leather aircraft interiors were dubbed the Ultra Look by Halston, who had used the term to describe his elegant fashions. The Ultra Look was applied to all uniforms and the entire Braniff fleet (including the two Calder aircraft). The Ultra Look was an integral part of Braniff's new Elegance Campaign, which was designed to herald the maturing of Braniff, as well as the look and feel of opulence throughout the airline's operation. Halston's uniforms and simple designs were praised by critics and passengers. A sleek new paint scheme, dubbed Ultra, was designed by Braniff's industrial design firm, Harper and George along with Detroit auto company Cars and Concepts in conjunction with Halston. Iridescent colors of Chocolate Brown, Perseus Green, Mercury Blue and Terra Cotta along with two metallic colors were matched with striking racing stripes called Power Paint Stripes, which served to enhance the elegant scheme with a sleek racy feel.
Concorde SST
In 1978, Braniff Chairman Harding L. Lawrence negotiated a unique interchange agreement to operate the Concorde over American soil, making it first time that Concorde was used for domestic—and fully overland—flights. Concorde service began on 12 January 1979 between Dallas–Fort Worth and Washington, D.C., with service to Paris and London on interchange flights with Air France and British Airways respectively.
Domestic flights between Dallas-Fort Worth and Washington Dulles airports were operated by Braniff with its own cockpit and cabin crews. During the domestic flights, the Braniff's registration numbers were affixed to the fuselage with temporary adhesive vinyl stickers. At Washington Dulles, the cockpit and cabin crews were replaced by ones from Air France and British Airways for the continued flight to Europe, and the temporary Braniff registration stickers were removed. This process was reversed after alighting in Washington Dulles from Europe for the domestic flights to Dallas-Fort Worth. Due to the American noise regulations, Concorde was limited to Mach 0.95 yet flew at slightly above Mach 1.
Concorde service proved a loss leader but it provided marketing and promotion that created continued brand awareness around the globe for Braniff. Braniff charged only a 10-percent premium over standard first-class fare to fly the Concorde and later removed the surcharge. The domestic flights often had no more than 15 passengers on average for each flight while Braniff's Boeing 727 flights were filled close to the capacity despite being 20 minutes slower than Concorde. Braniff ended Concorde flights on June 1, 1980.
However, in spite of the service's less than stellar performance, the cost to Braniff was negligible thanks mainly to the agreements that Braniff negotiated with both British Airways and Air France. Braniff was fully reimbursed for any losses incurred as a result of the interchange agreement. All three carriers entered into the agreement for the purpose of promotion of Concorde in the United States and around the world. This key premise was highly successful. British Airways became concerned at the unprofitable stance that Concorde had taken and as a result of the Braniff interchange critical studies were begun to determine how to make Concorde profitable. The results of these studies found that Concorde must be marketed as an ultra luxury travel experience. Implementation of this program turned the Concorde program into a profitable as well as prestigious venture.
Braniff issued select promotional materials and postcards that presented a Concorde with orange cheat line that began at the tip of nose and continued to the end of tail, white BI logo (designed by Alexander Girard as part of "End of the Plain Plane" campaign in 1965) against orange vertical stabilizer, and 1978 Braniff Ultra Font for "Braniff" below the cheat line. The font was part of Braniff's updated 1978 Ultra livery that removed "INTERNATIONAL" from the name only on Boeing 727 and McDonnell Douglas DC-8-62 aircraft. Braniff's Boeing 747 aircraft continued to carry the "Braniff International" titles in the 1969 Harper and George International Font. However, unlike Singapore Airline's Concorde, none of the Braniff Interchange Concordes were impressed with Braniff livery.
Deregulation and global expansion
Until 1980, Braniff was one of the fastest-growing and most-profitable airlines in the United States. However, deregulation of the airline industry was introduced in October 1978, and Braniff – as well as many of the United States' major air carriers, especially the smaller National carrier such as Braniff – were caught in a peculiar predicament as a result of the unprecedented change in how airline business was conducted.
Lawrence accurately believed that the answer to deregulation was to expand Braniff's route system dramatically or face an immediate erosion of Braniff's highly profitable routes as a result of unbridled competition from especially the large trunk carriers along with the new low-cost startup carriers. Braniff was surrounded on all sides at Dallas/Ft. Worth, Kansas City, Chicago, Denver, Atlanta and Miami, by the larger carriers, which were poised to immediately begin invading Braniff's long held territory. These large carriers had in abundance what Braniff termed "City Power" which was the ability to use its massive assets to dominate a particular destination. Braniff therefore in response enlarged the domestic network by 50% on December 15, 1978, adding 16 new cities and 32 new routes, which Braniff stated was the "largest single-day increase by any airline in history". The expansion was successful operationally and financially. Although the expansion of 1978 was successful (by late 1979, Braniff's market share moved significantly for the first time since the 1940s from an average of 4.5 percent to an unprecedented 6.5 percent market share all directly related to the expansion program) it did not stop losses from beginning in late 1979 as a result of unprecedented rises in fuel costs and credit card interest rates of 20 percent and higher, coupled with general economic unrest and an unprecedented drop in load factor of 5 points in the Fourth Quarter due do the significant use of American Airlines and United Airlines discount fare coupons during the holiday travel season. As a result, Braniff reported its first operating loss since the recession of 1970. The operating loss was $39 million in 1979, then $120M in 1980 and $107M in 1981. The losses in 1980 were directly attributed to Braniff's slip in market share due to the erosion of its bread and butter routes and corresponding feed to the larger carriers such as American Airlines, Delta Airlines and United Airlines.
In 1979, international hubs were created in Boston and Los Angeles to handle expected increases in travel outside North America while international service was increased from Dallas/Fort Worth. From Boston and Dallas/Fort Worth, new transatlantic Boeing 747 service to Europe was operated to Amsterdam, Brussels, Frankfurt and Paris. From Los Angeles, new nonstop transpacific Boeing 747 service was flown to Guam and Seoul with direct, no change of plane 747 flights being operated to Hong Kong and Singapore. Load factors on these routes were considerable but with the at times unfair competition Braniff faced from Asian carriers, it pushed Braniff's breakeven point even higher making the routes unsuccessful once coupled with exorbitant fuel costs across the globe and the loss of significant feed from its domestic system due to severe competition from the new startup carriers and the larger mega airlines. This international expansion was also planned to have included flights to Tokyo, as well as an "oil run" between Dallas-Fort Worth, Houston, and Bahrain; however, these routes never commenced although service to Bahrain was approved by the US Government in 1979. Besides standard model 747s, long range 747SPs were acquired as well for these new international flights with the 747 also being operated to South America. Also in 1979, Braniff began operating nonstop flights between Honolulu and Guam and Los Angeles as well as one stop service between Honolulu and Hong Kong via Guam in addition to its long running nonstop service between Honolulu and Dallas/Fort Worth.
The main impediment to success after Braniff's expansion was fuel cost, which increased 94 percent during 1979, coupled with strong competition from larger carriers in both the Domestic and Asia/Pacific Systems. For the first time in airline history, fuel costs, which doubled in 1979, exceeded labor as the largest operating cost for airlines. Braniff's fuel bill increased from $200 million in 1978 to more than $400 million in 1979, with 25 percent of this increase a result of increased flying but 75 percent was solely due to the rise in fuel costs around the globe.
The expense of the new equipment and the costs associated with the new service and hubs increased Braniff's debt substantially although it was still manageable. However, the driving force behind Braniff's problems were the unprecedented rise in fuel costs, which topped 104-percent increase during 1980 and the erosion the company experienced as large carriers such as United, Delta and American along with new low-cost startups began taking Braniffs key routes that were protected prior to deregulation. This was the fear that Braniff and other small trunk carriers, such as National Airlines, Western Airlines and Continental Airlines had expressed concern about prior to deregulation. It was now coming true for all of these smaller carriers. As an example, Braniff's revenue for 1979 was three times less than American's, which had moved its headquarters to Braniff's hometown, DFW Airport in 1979.
For the first time in history beginning in 1979, the cost of fuel exceeded the cost of labor, which had been the airline industry's largest expense. Braniff's fuel costs rose from nearly US$200 million to US$400 million during 1979 and in spite of this huge increase in costs, the company still managed to implement service to multiple domestic destinations and expand across the Atlantic and Pacific and endure the airline coupon sales gimmicks used by passengers during the fourth quarter of 1979, which caused Braniff to lose 5 percentage points of load factor during the fourth quarter, and still only report a moderate loss of US$39 million. Had Braniff's fuel increased in 1977 by 94-percent the company would have reported a loss of nearly US$100 million, which would have been catastrophic for any airline.
In late 1978 Braniff moved to a sprawling new headquarters, Braniff Place, just inside the western grounds of the airport. The beautiful employee playground/administration/training facility was the first of its kind and was later used as the model for Google and Apple headquarters design. Braniff's decreasing load factors combined with record-breaking fuel cost escalations, unfair and unbridled competition, unprecedented interest rates, and a national recession (the worst since the Great Depression of 1929), produced massive financial shortfalls especially in 1980, which was caused by the severe recession that was affecting travel globally.
Harding Lawrence elected to retire in December 1980, effective January 7, 1981, after nearly 16 years (1965-1981) of service to the company. Dubbed, the last airline maverick, Lawrence oversaw the carrier's rise from a $100 million a year in revenue company to more than $1.4 billion a year in revenue at his retirement.
By 1981, all 747 service to Asia and Europe with the exception of nonstop flights between Dallas/Fort Worth and London had been discontinued although Braniff continued to operate 747s on international service to Bogota, Buenos Aires and Santiago in South America as well as on domestic flights between Dallas/Fort Worth and Honolulu.
John J. Casey becomes president
On January 7, 1981, the board of directors elected John J. Casey as president, chief executive officer and chairman of Braniff Airways, Inc. and Braniff International Corporation as a replacement to the outgoing and retiring Harding Lawrence. Former Braniff president Russel Thayer was elected as vice chairman of the board, William Huskins as executive vice president, Neal J. Robinson as executive vice president of marketing, and Edson "Ted" Beckwith as executive vice president of finance. Mr. Thayer had been extremely vocal about Braniff's critical position if deregulation were to take effect.
John Casey expanded Braniff's capacity during the summer of 1981 and traffic increased with a promise of the beginnings of a turnaround. However, an unforeseen strike by the Professional Air Traffic Controllers Organization (PATCO) caused delays and a decrease in traffic that actually enabled the carrier to regroup during the decrease in service. Casey then implemented the Braniff Strikes Back Campaign in the fall of 1981, streamlining the carrier's air fare structure into a simplified two-tier fare system. As part of this campaign, some Boeing 727s were divided into Braniff Premier Service (traditional First Class service) and Coach Class. The remainder of the 727s were all-Coach Class with reduced fares. The campaign was not successful, pushing Braniff's bread-and-butter business travelers over to traditional airlines with First Class on all flights. Braniff had two options prior to deregulation: grow into a larger carrier to possess "city power" at its key hubs or become a low cost carrier. Although, Braniff was considered a low-cost carrier it still possessed a seasoned and unionized work force with medical and pension plans, which were the same overhead costs as the larger trunk carriers. This was the same for Western, National and Continental Airlines.
Howard Putnam becomes president
In fall 1981, Braniff Chairman John Casey was told by the Braniff board that a new president needed to be found to try to curb Braniff's mounting losses. Casey met with Southwest Airlines President Howard A. Putnam and offered him the Braniff executive position. Putnam accepted the offer, but he required that his own financial manager from Southwest Airlines, Philip Guthrie, be allowed to follow him to Braniff.
Howard Putnam implemented a one-fare-structure plan called the Texas Class Campaign. Texas Class created a one-fare, one-service airline domestically and removed First Class from all Braniff aircraft. Only flights to South America, London and Hawaii offered full First Class services. In the program's first month in operation, December 1981, Braniff's revenues dropped from slightly over US$100 million per month to US$80 million. Braniff no longer had the revenue structure to maintain its cash requirements. In January 1982, Braniff recorded its first negative cash flow. Competition throughout the Braniff system, and increased service at Dallas-Ft. Worth International Airport by American Airlines and Delta Air Lines, both of which operated hubs at DFW, caused further erosion in revenue.
Eastern buys South America routes
In early 1982, Braniff Chairman Howard Putnam decided to sell the Latin American Division. Negotiations had been underway with Pan American World Airways since early 1982, but the Civil Aeronautics Board would not approve sale to Pan Am because it felt that Pan Am would have a monopoly over other American carriers in the region. Pan American responded by offering to jointly lease the routes with Air Florida for three years at a price of US$30 million. Pan American Chairman, and former Braniff International President, Ed Acker had previously served as Chairman of Air Florida before taking the leadership position at Pan American. The CAB decided that it would not change its position in spite of the joint service application.
Braniff International maintained that it was hemorrhaging cash and that it could not continue to operate the money losing South American system. The normally profitable South America system began losing money when fuel prices expanded in 1979 combined with a significant loss of critical feed at Braniff's US gateway cities, which made the legendary Douglas DC-8-62 four-engine long-range jets uneconomical. Braniff entered into negotiations with Eastern Airlines to lease the routes to the Miami-based carrier for US$18 million effective June 1, 1982, for one year. On April 26, 1982, the Civil Aeronautics Board approved the Eastern/Braniff lease agreement in a 5–0 unanimous decision. Eastern Chairman Frank Borman reported that Eastern had paid Braniff an initial payment of US$11 million with the remaining seven million USD to be paid at the end of 1982. Eastern initially offered to lease the routes for US$30 million for six years but the CAB denied the request stating that it was too long. Eastern had been trying unsuccessfully to obtain authority to fly to South America since 1938, and would operate 24 weekly flights from Miami, two from New York, and one from New Orleans to west coast South American cities that Braniff mainly served.
Under the agreement Braniff International would retain service to Venezuela and American Airlines would serve Braniff's Brazilian services as required by a bilateral treaty between the United States and Brazil. Approval from South American governments for Eastern's one-year lease of Braniff's routes would not be required according to United States officials. Braniff International lauded the CAB's quick decision as the carrier had stated that because of its tenuous cash position that it might have to shut the routes down if an agreement was not approved. Braniff ceased operations on May 12–13, 1982, and Eastern took over the routes earlier than the planned June 1, 1982, commencement of service date.
Eastern Air Lines had reported losses for 1981 and felt that the purchase of Braniff's South America routes would help, but Eastern's financial condition worsened through the 1980s. Eastern never made a profit with their South American routes, due to the region's delicate financial situation at the time. On April 26, 1990, the United States Department of Transportation approved the sale of Eastern Airlines' Latin American routes to American Airlines for US$349 million. Eastern had recently filed for Chapter 11 bankruptcy protection and planned to use the money from the route sale to repay creditors and regain its financial footing. The funds were placed into a special fund controlled by Eastern's creditors who had recently ousted controversial Chairman Frank Lorenzo, who had taken over the 60-year-old aviation legend in 1986.
Ceasing air carrier operations in 1982
On May 11, 1982, Howard Putnam left a courtroom at the Federal Courthouse in Brooklyn, New York City after failing to gain a court injunction to stop a threatened pilot strike (Braniff's pilot union maintains that they were not threatening a strike at this time). However, Putnam was successful in obtaining an extension of time from Braniff's principal creditors until October 1982. The next day, on May 12, Braniff Airways ceased air operations, ending 54 years of air service. Braniff flights at Dallas-Fort Worth International Airport that morning were suddenly grounded, and passengers were forced to disembark, being told that Braniff was no longer flying. A thunderstorm provided an excuse to cancel many afternoon flights that day, although Braniff's legendary Boeing 747 Flight 501 to Honolulu departed as scheduled, with the crew later refusing to divert the flight to Los Angeles International Airport. The flight returned to DFW the following morning, the last scheduled Braniff flight.
In the following days Braniff jets at Dallas-Fort Worth sat idle on the apron by Terminal 2W. The Douglas DC-8-62 fleet was flown from Miami to Dallas Love Field and stored until new owners could be found.
However, even though all of Braniff's scheduled and non-scheduled airline operations ceased, all of the company's subsidiaries continued in operation, some for many years. Braniff's maintenance activities at Dallas Love Field continued to serve its non-Braniff customers and oversaw the maintenance of Braniff's grounded fleet at DFW Airport and Love Field. Braniff also continued to operate its Council Rooms, which were VIP passenger lounges, at certain airports including DFW Airport, which were contracted for use by other airlines that operated in Braniff's terminal facilities. Braniff Realty, Inc., continued to operate the Airline's airport facilities including Braniff's Terminal of the Future at Love Field, until it was sold to American Airlines in 1996. Braniff Realty also owned several of Braniff's Boeing 727-200 Trijet airliners, which were later sold as a result of the reorganization of the company in 1983.
Braniff Educations Systems, Inc., met for classes as scheduled on the morning of May 13, 1982, and during the reorganization was sold to Frontier Airlines, Inc., and operated as Braniff Education Systems, Inc., d/b/a as Frontier Services, Inc. In 1985, the company was sold to a private individual in Texas, who operated the entity as Braniff Education Systems, Inc., d/b/a as IATA or International Aviation and Travel Academy, which provided initial pilot training, airline simulator training, maintenance technician training and airline ticket and travel agent training. IATA survived until 2007.
Braniff International Hotels, Inc., also continued in operation, which primarily operated the world famous Driskill Hotel in Austin, Texas. At one time, Hotels operated Braniff hotel properties throughout the United States and Latin America. Braniff had saved the historic Driskill from demolition in 1973 and purchased the entity outright in February 1975. The assets of Hotels were transferred to the new Dalfort Corporation, which was the reorganized company created from Braniff Airways, Incorporated, and Braniff International Corporation, which was financed by the Hyatt Corporation. Eventually, the Driskill was sold to the Lincoln Hotel Corporation in 1985.
With an approved bankruptcy reorganization agreement with Hyatt Corporation a new Braniff, Inc., would be created from the assets of Braniff Airways, Inc. and Braniff International Corporation and would begin operations on March 1, 1984. Howard Putnam stepped down as president of the company with the announcement of the agreement and longtime Braniff International Senior Vice President of Flight Operations Dale R. States, became president of the company until the reorganization into Dalfort Corporation was completed on December 15, 1983.
The original airline company continues today as a retail, licensing and branding and hotelier firm. Braniff is one of only two heritage airlines that continues to control its own intellectual property and other assets with Pan Am the other. Braniff Place World Headquarters, which the carrier occupied until December 15, 1983, on the west side of DFW Airport eventually became GTE Place, and then Verizon Place.
Successor organizations
Former Braniff employees founded Minnesota-based Sun Country Airlines in 1983. It operated a fleet of Boeing 727-200s and McDonnell Douglas DC-10s until 2001 when it filed for bankruptcy. Sun Country then reorganized and currently flies a modern fleet of Boeing 737-800s.
Fort Worth Airlines was founded in 1984 by Thomas B. King, a former Braniff vice president; two-thirds of the airline's executives came from Braniff, and even its office furniture was Braniff surplus bought at the airline's bankruptcy liquidation sale. Fort Worth Airlines used 56-seat NAMC YS-11 aircraft and flew to destinations in Oklahoma and Texas, but was unable to operate profitably, ceasing flights and filing for bankruptcy in 1985.
Two airlines were formed from the assets of Braniff:
Braniff, Inc, founded in 1983 by the Hyatt Corporation under the umbrella corporation Dalfort. The airline adopted a low-fare business model in 1984, only to collapse in late 1989, a victim of intense fare competition and mounting debts amid a general industry downturn.
Braniff International Airlines, Inc., founded in 1991 by financier Jeffrey Chodorow, whose company BNAir, Inc. purchased the assets of the moribund Braniff, Inc. Plagued by intense competition and by turmoil and malfeasance in its own upper management, the reborn airline dissolved in 1992.
Braniff today
In early 2015, the private irrevocable Trust that owned and administered Braniff's intellectual property and certain other company assets since 1983, released the assets to a private entity connected to the private Trust, which founded a series of new Braniff companies that were incorporated in the State of Oklahoma, for historical purposes and for administration of the Braniff trademarks, copyrights and other intellectual property. These companies included Braniff Air Lines, Inc., Paul R. Braniff, Inc., Braniff Airways, Inc., Braniff International Hotels, Inc., and Braniff International Corporation. During 2017 and 2018, some of the original Braniff companies were reinstated for historical purposes and administration of Braniff's intellectual property assets including those of Mid-Continent Airlines, Pan American Grace Airways and Long and Harman Airlines. However, in early 2022, the private Trust that originally owned Braniff's intellectual property since 1983, reacquired these assets along with the original Braniff company and corresponding assets that it had previously owned.
The trademarks, copyrights and other intellectual property of Braniff Airways, Inc., Braniff International Corporation and Braniff, Inc., Mid-Continent Airlines, Inc., and Panagra Pan American Grace Airways and Long and Harman Airlines, Inc., are currently owned by Braniff Airways, Incorporated, of The Braniff Building, 324 North Robinson Avenue, Suite 100, Oklahoma City, Oklahoma.
Braniff's mid-century themed travel posters, produced from 1946 to 1964, that depict travel scenes from destinations in Latin America and the U.S. mainland were produced in Lima, Peru, by Braniff's advertising agency. These posters are therefore not placed in the public domain but have instead undergone copyright restoration in the United States. In addition, all of these posters have been marked as official common law trademarks of Braniff Airways, Inc., and they continue as a company trademark infinitely. Richard B. Cass serves as current chairman and CEO of the Braniff companies and the private irrevocable Trust that owns those companies.
Fleet
Braniff featured one of the youngest and most modern fleets in the industry. A planned retirement of older aircraft in tandem with the addition of approximately eight to ten new jets per year was followed throughout the 1970s. However, at the same time, the company retired four to six older jets each year.
Braniff International operated the following aircraft types during its existence:
Incidents and accidents
July 12, 1931 – A Braniff Lockheed DL-1B Vega (NC8497) crashed shortly after takeoff from Chicago Airport, killing both pilots.
December 8, 1934 – A Braniff Lockheed Vega 5C aircraft, registration NC106W crashed into a road embankment at approximately 5:20am near Columbia, Missouri, killing the pilot and destroying the aircraft. The service was a mail flight between Kansas City and Columbia. The Bureau of Air Commerce investigation report stated the likely cause was "unexpected icing conditions which made the proper handling of the aircraft impossible".
December 23, 1936 – A Braniff Lockheed Model 10 Electra airliner, registration NC14905, suffered an engine failure during a go-around while conducting a non-scheduled test flight at Dallas Love Field, Dallas, Texas; the pilot tried to turn back towards the airfield but lost control, causing the craft to spin into the northern shore of Bachman Lake. The six occupants of the Electra, all Braniff employees, died in the crash and ensuing fire.
March 26, 1939 – Braniff Flight 1, operating from Chicago to Brownsville, Texas, crashed on takeoff from Oklahoma City Municipal Air Terminal, today known as Will Rogers World Airport. Early that March morning, the aircraft, a Douglas DC-2, registration NC13727, suffered an explosion in the left engine that, in turn, caused the engine's cowling to open up, creating serious drag on the left wing. The flight's captain, Claude Seaton, struggled to keep the aircraft stable while turning back for an emergency landing at Oklahoma City. The aircraft's compromised wing hit an embankment on the section line road forming the airport's western boundary and cartwheeled across the ground. Seaton ordered the aircraft's fuel to be cut off, but in vain, as, when the plane came to rest on the ground, fuel came in contact with the still-hot engines and caught fire. Seaton and First Officer Malcolm Wallace were thrown free on impact and survived with serious injuries, which ended the flying career of the captain. Flight attendant Louise Zarr and seven passengers died in the post-crash fire.
March 26, 1952 – Braniff Flight 65, a Douglas C-54A (N65143), ran off the runway at HAP Airport in Hugoton, Kansas, during an emergency landing following an unexplained fire in the number three engine. All 49 on board survived.
May 15, 1953 – A Braniff Douglas DC-4 carrying 48 passengers and five crew slid off the end of Runway 36 at Dallas Love Field, crossed Lemmon Avenue, and plowed into an embankment. Despite reportedly heavy automobile traffic on the busy street, no vehicles were struck, and nobody aboard the airliner was seriously injured. The crash was attributed to poor braking action on the rain-slicked runway.
August 22, 1954 – Braniff Flight 152 crashed 16 mi south of Mason City, Iowa, after encountering windshear in a thunderstorm, killing 12 of 19 on board. The aircraft was a Douglas C-47, registration N61451.
July 17, 1955 – Braniff Flight 560 crashed at Chicago–Midway Airport after the pilot became disoriented during the approach, killing 22 of 43 on board. The aircraft was a Convair CV-340-22, registration N3422.
March 25, 1958 – Braniff Flight 971 crashed near Miami International Airport while attempting to return to the airport after the number three engine caught fire, killing nine of 15 passengers; all five crew survived. The pilot had become preoccupied with the engine fire and failed to maintain altitude. The aircraft was a Douglas DC-7C, registration N5904.
September 29, 1959 – Braniff Flight 542 crashed in Buffalo, Texas, while en route from Houston to Dallas, and the crash resulted in the deaths of twenty-nine passengers and five crew members. The plane, registration number N9705C, was an 11-day-old Lockheed L-188 Electra. The Civil Aeronautics Board blamed the crash on metal fatigue due to the "whirl-mode" prop theory.
October 19, 1959 – A Braniff Boeing 707 crashed in Arlington, Washington. Although the aircraft was not officially a Braniff aircraft, it was due for delivery the very next day and was already wearing the Braniff logo and colors. The aircraft, a Boeing 707-227, registration number N7071, was on an orientation flight with two Boeing test pilots, and two Braniff Captains on board. The Braniff pilot performed a series of Dutch rolls; however, one of the rolls was executed beyond the maximum bank angle restrictions, resulting in a loss of control. The aircraft recovered from the maneuver, but, during the recovery, three of the engines (number 1, 2 and 4) were torn off. The aircraft crashed along the Stillaguamish River northeast of Arlington. The two pilots in the cockpit did not survive the emergency landing, the other two pilots who were sitting in the tail section did. A bare patch in the trees along the north bank of the river still exists today.
September 14, 1960 – An airline maintenance inspector lost control of a Braniff International Airways Douglas DC-7C during a taxi test and crashed into the Braniff Operations and Maintenance Base hangar at high speed. The inspector died and five of the six mechanics aboard were injured. The aircraft brakes were set to bypass mode and braking action was not available when it was needed.
November 14, 1961 – A Braniff DC-7C (N5905) was written off following a ground fire at Dallas Love Field.
August 6, 1966 – Braniff Flight 250 crashed near Falls City, Nebraska, en route from Kansas City to Omaha after encountering severe thunderstorms in flight. Thirty-eight passengers and four crew members were killed in the crash. The plane was a BAC One-Eleven 203, registration N1553.
May 3, 1968 – Braniff Flight 352 crashed in Dawson, Texas. Like Flight 542 nine years earlier, it was en route to Dallas from Houston. Eighty passengers and five crew members were killed in the crash. The plane was a Lockheed Electra II, registration N9707C. Two other Braniff employees, a cargo secretary, and a Braniff construction engineer were among the dead.
July 2, 1971 – Braniff Flight 14, a Boeing 707 flying from Acapulco to New York with 102 passengers and a crew of eight was hijacked on approach to a refueling stop in San Antonio, Texas. After a refueling stop in Monterrey, the hijackers released flight attendants Jeanette Eatman Crepps, Iris Kay Williams, and Anita Bankert Mayer and all of the passengers. The remaining crew of Captain Dale Bessant, Bill Wallace, Phillip Wray, and flight attendants Ernestina Garcia and Margaret Susan Harris flew on to Lima. The hijackers, a U.S. Navy deserter named Robert Jackson and his female Guatemalan companion, demanded and received ransom of $100,000 and wanted to go to Algeria. The Bessant crew was released, one by one, and replaced by a volunteer crew of Captain Al Schroeder, Bill Mizell, Bob Williams and Navigator Ken McWhorter. Two Lima-based employees, Delia Arizola and Clorinda Ortoneda, volunteered to board the flight. Arizola had been retired 6 months but still offered her services. The 707 left for Rio and planned to refuel but the hijackers forced them on to Buenos Aires. The long flight and fatigue took its toll and the hijackers gave up. The incident was a record for long-distance hijacking, over 7,500 miles, and lasted 43 hours.
January 12, 1972 – Braniff Flight 38, a Boeing 727, was hijacked as it departed Houston bound for Dallas. The lone armed hijacker, Billy Gene Hurst Jr., allowed all 94 passengers to deplane after landing at Dallas Love Field but continued to hold the seven crew members hostage, demanding to fly to South America and asking for US$2 million, parachutes, and jungle survival gear, among other items. After a six-hour standoff, the entire crew secretly fled while Hurst was distracted examining the contents of a package delivered by Dallas police. Police officers stormed the craft shortly afterwards and arrested Hurst without serious incident.
In popular culture
In "At Long Last Leave", the 500th episode of The Simpsons, Homer Simpson ties a "Braniff"-branded jet engine to an ATV.
In the film Wall Street, Bud Fox (Charlie Sheen) warns his father Carl (Martin Sheen), who is employed by an airline that his son wants to control, about how the fictional "Blue Star Airlines" will "go right down the tubes just like Braniff!"
See also
List of defunct airlines of the United States
References
External links
braniffinternational.com Official Company Website
Braniff Boutique Official Company Store
Braniff Airways Foundation
Braniff Flying Colors Historical Page
Beth Levine Shoes Historical Website
Alexander Calder 'flying colors' paint schemes
Airtimes.com Extensive Braniff Timetable Archive
has many Braniff timetables from 1931 to 1968, showing where they flew, how often, how long it took and how much it cost.
Braniff
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https://en.wikipedia.org/wiki/Maurice%20Rose
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Maurice Rose
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Maurice Rose (November 26, 1899 – March 30, 1945) was a career officer in the United States Army who attained the rank of major general. A veteran of World War I and World War II, Rose was commanding the 3rd Armored Division when he was killed in action in Germany during the closing days of the war.
The son and grandson of rabbis from Poland, Rose was at the time the highest-ranking Jew in the U.S. Army, though he was not especially religious, did not publicize his faith, and claimed in his Army records to be Protestant. He was also the highest-ranking American killed by enemy fire during World War II in the European Theater of Operations. Rose was married twice and had two sons.
The 3rd Armored Division's official history of World War II memorialized Rose by stating "He was over six feet tall, erect, dark haired, and had finely chiseled features. He was firm and prompt of decision, brooking no interference by man, events or conditions in order to destroy the enemy."
Early life
Rose was born in Middletown, Connecticut on November 26, 1899, the son of Rabbi Samuel Rose and Katherin "Katy" (Bronowitz) Rose. In 1902, the Rose family relocated to Denver, Colorado, where Rose was raised and educated. He attended East High School, where he was editor of the school newspaper and graduated with honors in 1916. His desire for a military career became well known among his classmates; in the school yearbook, a cartoon illustrating the newspaper staff depicted him carrying a rifle.
Rose lied about his age to enlist in the Colorado National Guard as a private after graduating from high school in 1916, hoping to serve in the Pancho Villa Expedition. He was discharged six weeks later when his commander was informed that he was underage.
Start of military career
Rose worked for a year in a meatpacking plant where one of his brothers was employed, and enlisted again in 1917 after he obtained his parents' permission. Rose was soon selected for officer training, and falsely claimed to have been born in 1895 so that he would appear to meet the minimum required age of twenty-one. After graduating from Officer Candidate School (OCS) at Fort Riley, Kansas, in August 1917, four months after the American entry into World War I, Rose was commissioned as a Reserve second lieutenant of Infantry.
World War I
Rose was assigned to command a platoon in the 353rd Infantry Regiment, a unit of the 89th Division. The division was organized and trained at Camp Funston to prepare for service in France, and in December 1917 he was promoted to temporary first lieutenant. In May 1918, the division traveled by train to Camp Mills, New York, and it departed for Europe by ship in June. Later that month, the 89th Division arrived in Liverpool, England and a week later they arrived in France.
The 89th Division completed additional training until August, when it relieved the 82nd Division in the Lucey sector, near the city of Toul. Rose's battalion of the 353rd Infantry took up defensive positions near Metz, where they began preparations to participate in the Meuse–Argonne offensive. Rose took part in combat throughout the offensive, and was wounded at St. Mihiel, including being hit by shrapnel during a German mortar and artillery barrage, as well as sustaining a concussion. He initially refused to be evacuated, but he collapsed from exhaustion. Medics removed him from the battlefield, and he was taken to the 89th Division's hospital near the village of Flirey.
After a few days of convalescence, Rose left the hospital against medical advice and returned to his unit. With medical officials unsure of his whereabouts, the Army reported to Rose's parents that he been killed, an error which took several days to correct. Rose continued to serve with the 353rd Infantry until the war ended in November due to the Armistice with Germany. He remained in Germany as part of the Army of Occupation, and was discharged in June 1919.
Post-World War I
After leaving the Army, Rose accepted a position as a traveling salesman with Hendrie & Bolthoff, makers of mining and manufacturing equipment and supplies. His territory included Utah, and he rented a room in Salt Lake City.
During a visit to the post quartermaster at nearby Fort Douglas, Rose learned that while the army carried out a post-war reorganization, it was accepting a limited number of lieutenants and captains for return to active duty. On July 1, 1920, he re-joined the peacetime army as a second lieutenant, which was then adjusted to first lieutenant in recognition of his wartime rank. On the following day, he was promoted to captain. Rose served initially with the 20th, 21st, 53rd and 38th Infantry Regiments at Fort Douglas. In 1924, he was the adjutant of the 38th Infantry. While stationed at Fort Douglas, his duties included organizing and overseeing annual Citizens Military Training Camps, which were designed to expose young men without military service to the experiences of Army life.
In 1927, Rose was assigned to Kansas State University as a Reserve Officers' Training Corps instructor, and his additional duties included coaching rifle marksmanship for both men's and women's teams. In 1931 and 1932, he was serving with the 8th Cavalry Regiment at Fort Bliss, Texas. In the summer of 1932, Rose was one of the Army officers assigned to provide instruction at the annual training encampment of the New Mexico National Guard. Rose was assigned to duty as adjutant of the Corozal Military Post on the Pacific side of the Panama Canal Zone beginning in February 1933. He served with the 6th Cavalry Regiment at Fort Oglethorpe, Georgia, from August 1935 to August 1936.
Rose was promoted to major in 1936. From 1937 to 1939 he was an observer and advisor for the Pennsylvania National Guard. In 1939 Rose was posted to Fort George G. Meade, Maryland, as an instructor at the Third Corps Area Command and Staff School.
Military education
In addition to his completion of Officer Candidate School in 1917, Rose graduated from the Infantry Company Officer Course (1926) and the Cavalry Officer Course (1931). He was a 1937 graduate of the Command and General Staff College, and he graduated from the Army Industrial College in 1940.
World War II
From July 1940 to July 1941 Rose was assigned to Fort Knox, Kentucky and commanded 3rd Battalion, 13th Armored Regiment as a lieutenant colonel. In 1941, he was assigned as executive officer of 1st Armored Brigade, a unit of the newly-organized 1st Armored Division. After observing the brigade in action, newspaper reporter Keyes Beech referred to Rose as "probably the best looking man in the army."
In early 1942, Rose was chief of staff for the 2nd Armored Division at Fort Benning, Georgia. He continued as chief of staff after the division arrived in North Africa and was promoted to colonel. When German forces in Tunisia were reduced to combat ineffectiveness, Rose negotiated with their commander, Fritz Krause, on the details of their unconditional surrender.
Promoted to brigadier general, Rose was assigned to lead Combat Command A, 2nd Armored Division, which he commanded in combat throughout fighting in Sicily. When Leroy H. Watson was relieved as commander of the 3rd Armored Division during combat in France in August 1944, Rose succeeded him and was promoted to major general.
After assuming command of the division, Rose became known for his aggressive style of leadership, directing his units from the front rather than a rear command post. Following the 1944 Allied breakthrough on the French coast, the 3rd Armored Division dashed through Belgium and was the first tank unit to enter Germany, and the first to breach the Siegfried line. 3rd Armored helped stem the German offensive in the Ardennes during the Battle of the Bulge, and was the first armor unit to enter Cologne.
Death
On March 30, 1945, Rose was riding with members of his staff at the front of a 3rd Armored column a few miles south of the city of Paderborn in a rural forested area. Receiving reports of units being cut off by German troops, they turned around to investigate, and suddenly began taking small arms, tank, and anti-tank fire. Rose and his staff jumped into a nearby ditch as the tank leading their column took a direct hit and was destroyed. When they realized that they were being surrounded by German tanks of the SS Brigade Westfalen they re-mounted their vehicles and attempted to escape, driving off the road and through a nearby field. As they turned back onto the road they saw it was occupied by more German tanks.
Recognizing that they were about to be cut off, the driver of the lead jeep in Rose's party accelerated and narrowly made it past the German tanks. The driver of Rose's jeep attempted the same maneuver, but one of the German tanks succeeded in cutting them off. Rose and the other passengers dismounted, and the German tank commander opened his hatch and aimed a machine pistol at them. Rose reached towards his holster, either to surrender his pistol or attempt to fight his way out. The German tank commander then shot several times, with 14 rounds hitting Rose, including several in the head. The other passengers from Rose's jeep ran into the woods, hid overnight, and were reunited with friendly units the next morning. They later returned to retrieve Rose's body and the documents he was carrying. Rose was buried at Netherlands American Cemetery and Memorial.
Investigation into Rose's death
Investigators led by Leon Jaworski later looked into whether Rose's death could be considered a war crime, which might have been the case if Rose and his staff were shot while attempting to surrender. The investigation concluded that the German tank crew probably believed Rose intended to fight, and had no idea they had killed a high-ranking commander, because his body and several sensitive documents he was carrying were not removed from his jeep. Rose was the highest-ranking American killed by enemy fire in the European Theater of Operations during the war.
Family
In 1920, Rose married Venice Hanson (1895–1962) of Salt Lake City. They separated in 1928 or 1929, and divorced in 1931. Maurice Rose and Venice Hanson were the parents of a son, Maurice "Mike" Rose (1925–2010), a career officer in the United States Marine Corps who attained the rank of colonel and was a veteran of World War II, the Korean War, and the Vietnam War.
Rose married Virginia Barringer (1912–1997) in 1934. They were the parents of a son, Maurice Roderick "Reece" Rose (1941–2020) who spent his career in law enforcement, including service as chief of police for the San Antonio International Airport.
Religion
Rose was raised in a Jewish household; his father was a businessman who operated a dress design shop with Rose's mother and later became a rabbi. Rose had a bar mitzvah and could speak Yiddish and read Hebrew. Though brought up Jewish, and identified as Jewish in post-World War I newspaper articles that recorded the bravery of Jewish U.S. Army soldiers, he began to identify himself as Protestant in military records soon afterwards. Biographers and researchers believe he could have undergone a religious conversion, though there are no records to substantiate this. Instead, they believe it is more likely that Rose was not especially religious as an adult, and claimed Protestantism in his military records as a way to assimilate with his peers and increase his chances for advancement as his career progressed. Rose's grave marker is a Christian cross, but Rose is still regarded as a significant figure in U.S. Jewish history.
In modern memory
J. Lawton Collins, Rose's superior as commander of the VII Corps, regarded Rose "as the top notch division commander in the business at the time of his death." However, Rose never gained the prominence of many of his contemporaries, for reasons including the fact that he did not survive the war, and as an intensely private man, he rarely if ever sought personal publicity.
His biographers, Steven L. Ossad and Don R. Marsh, referred to Rose as "World War II's Greatest Forgotten Commander". Andy Rooney, a World War II war correspondent and later 60 Minutes commentator, wrote in his book My War:
Maj. Gen. Maurice Rose, who had been with the Second Armored Division at Saint-Lô, was now the commander of the Third Armored and he may have been the best tank commander of the war. He was a leader down where they fight. Not all great generals were recognized. Maurice Rose was a great one and had a good reputation among the people who knew what was going on, but his name was not in the headlines as Patton's so often was. Rose led from the front of his armored division.
Rose's birthplace in Middletown, Connecticut is marked with a plaque as part of the city's Main Street Historic District, which is listed on the National Register of Historic Places. The Armed Forces Reserve Center in Middletown is also named for Rose, as is the Connecticut Route 9 bridge over Union Street in Middletown.
Rose Terrace and Rose Hall at Fort Knox were named for Rose. The army transport , the Rose Medical Center in Denver, Colorado, and the primary school in Margraten, Netherlands were named in his honor. In addition, the now-closed Maurice Rose Army Airfield near Frankfurt, Germany and Rose Barracks near Vilseck, Germany were also named for him.
The 1951 film The Tanks Are Coming depicts five tanks of the 3rd Armored Division as they advance across France into Germany during World War II. The commanding general of the division is not named, but is presumed to be Rose based on the film's timeline and the fact that the character was portrayed by Roy Roberts, an actor who physically resembled Rose.
Selected awards and decorations
Rose's awards and decorations included:
Distinguished Service Cross
Distinguished Service Medal
Silver Star with two Oak Leaf Clusters
Legion of Merit with Oak leaf Cluster
Bronze Star with Oak Leaf Cluster
Purple Heart with Oak Leaf Cluster
French Legion of Honor
French Croix de Guerre with Palm
Belgian Croix de Guerre with Palm
Distinguished Service Cross citation
Synopsis:
The President of the United States of America, authorized by Act of Congress July 9, 1918, takes pleasure in presenting the Distinguished Service Cross to Major General Maurice Rose (ASN: 0–8439), United States Army, for extraordinary heroism in connection with military operations against an armed enemy while serving with the 3d Armored Division, in action against enemy forces from 6 to 9 September 1944. Major General Rose's intrepid actions, personal bravery and zealous devotion to duty exemplify the highest traditions of the military forces of the United States and reflect great credit upon himself, the 3d Armored Division, and the United States Army.
Service: Army Division: 3d Armored Division General Orders: Headquarters, First U.S. Army, General Orders No. 86 (November 25, 1944)
Notes
References
Primary Sources
Books
Additional reading
External links
3rd Armored Division Association Profile of General Rose
Excerpt from Andy Rooney book My War, describing his encounter with General Rose
The Death of Maj. Gen. Maurice Rose
Excerpt from Germans by George Bailey; some memories of General Rose while the author served with 3AD HQ
Generals of World War II
United States Army personnel killed in World War II
1899 births
1945 deaths
United States Army Infantry Branch personnel
United States Army Cavalry Branch personnel
United States Army Command and General Staff College alumni
Dwight D. Eisenhower School for National Security and Resource Strategy alumni
United States Army generals
United States Army personnel of World War I
Recipients of the Legion of Honour
Recipients of the Legion of Merit
Recipients of the Silver Star
Recipients of the Distinguished Service Medal (US Army)
Recipients of the Distinguished Service Cross (United States)
Recipients of the Croix de guerre (Belgium)
Recipients of the Croix de Guerre 1939–1945 (France)
Jewish American military personnel
Military personnel from Connecticut
American people of Polish-Jewish descent
American Protestants
Colorado National Guard personnel
United States Army generals of World War II
20th-century American Jews
Deaths by firearm in Germany
Kansas State University faculty
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https://en.wikipedia.org/wiki/Seth%20MacFarlane
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Seth MacFarlane
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Seth Woodbury MacFarlane (; born October 26, 1973) is an American actor, animator, filmmaker, comedian, and singer. MacFarlane is well-known as the creator and star of the television series Family Guy (since 1999) and The Orville (since 2017), and co-creator of the television series American Dad! (since 2005) and The Cleveland Show (2009–2013). He also wrote, directed, and starred in the films Ted (2012), its sequel Ted 2 (2015), and A Million Ways to Die in the West (2014).
MacFarlane is a graduate of the Rhode Island School of Design, where he studied animation. Recruited to Hollywood, he was an animator and writer for Hanna-Barbera for television series including Johnny Bravo, Cow and Chicken, Dexter's Laboratory, and the animated short Larry & Steve for What A Cartoon!. MacFarlane made guest appearances as an actor on television series such as Gilmore Girls, The War at Home, Star Trek: Enterprise, and FlashForward. In 2008, he created the online series Seth MacFarlane's Cavalcade of Cartoon Comedy. He won several awards for his work on Family Guy, including five Primetime Emmy Awards. In 2009, he won the Webby Award for Film & Video Person of the Year.
MacFarlane has performed as a singer at Carnegie Hall in New York City and the Royal Albert Hall in London. He has released seven studio albums, in the vein of Frank Sinatra, with influences from jazz orchestrations, and Hollywood musicals beginning with Music Is Better Than Words in 2011. MacFarlane has received five Grammy Award nominations for his work. He has frequently collaborated with artists such as Sara Bareilles, Norah Jones, and Elizabeth Gillies on his albums, and has also performed with singers Gwen Stefani, Meghan Trainor, Ariana Grande, Barbra Streisand, and rapper Logic. He hosted the 85th Academy Awards in 2013 and was nominated for Best Original Song for "Everybody Needs a Best Friend" from Ted.
MacFarlane was executive producer of the Neil deGrasse Tyson-hosted Cosmos: A Spacetime Odyssey, an update of the 1980s Cosmos series hosted by Carl Sagan. He received a star on the Hollywood Walk of Fame in 2019 and was inducted into the Television Hall of Fame in 2020.
Early life and education
MacFarlane was born and raised in Kent, Connecticut. His parents, Ronald Milton MacFarlane and Ann Perry (née Sager), were born in Newburyport, Massachusetts. His younger sister Rachael is also a voice actress. He has roots in New England going back to the 1600s, and is a descendant of Mayflower passenger William Brewster. His maternal grandfather, Arthur Sager, competed in the 1928 Summer Olympics. MacFarlane's parents met in 1970 when they lived and worked in Boston, Massachusetts, and married later that year. They moved to Kent in 1972, where Ann began working in the admissions office at South Kent School. She later worked in the college guidance and admissions offices at the Kent School, a selective college preparatory school, where Ronald was a teacher.
As a child, MacFarlane developed an interest in illustration, and at the age of two he began drawing cartoon characters such as Fred Flintstone and Woody Woodpecker. By age five, he knew he wanted to pursue a career in animation, and began by creating flip books after his parents found a book on the subject for him. Four years later, at nine, he began publishing a weekly comic strip, Walter Crouton, for The Kent Good Times Dispatch, the local newspaper; it paid him five dollars per week. MacFarlane said in an October 2011 interview that as a child he was always "weirdly fascinated by the Communion ceremony". He created a strip with a character kneeling at the altar taking Communion and asking "Can I have fries with that?" The paper printed it and he got an "angry letter" from the local priest; it led to "sort of a little mini-controversy" in the town.
MacFarlane received his high school diploma in 1991 from the Kent School. While there, he continued experimenting with animation, and his parents gave him an 8 mm camera. He went on to study film, video, and animation at the Rhode Island School of Design (RISD), where he earned a Bachelor of Fine Arts degree. As a student, he intended to work for Disney but changed his mind after graduating.
At RISD, MacFarlane created a series of independent films, meeting future Family Guy cast member Mike Henry, whose brother Patrick was MacFarlane's classmate. During his time at RISD, he performed stand-up comedy. In his senior year, he made a thesis film, The Life of Larry, which became the inspiration for Family Guy. A professor submitted his film to the animation studio Hanna-Barbera, where he was later hired.
Career
Television career
Hanna-Barbera years
MacFarlane was recruited during the senior film festival by development executive Ellen Cockrill and President Fred Seibert. He went to work at Hanna-Barbera (then Hanna-Barbera Cartoons) based on the writing content of The Life of Larry, rather than on his drawing abilities. He was one of only a few people hired by the company solely based on writing talent. He worked as an animator and writer for Cartoon Network's Cartoon Cartoons series. He created a sequel to The Life of Larry entitled Larry & Steve, featuring a middle-aged character named Larry and an intellectual dog, Steve. The short was broadcast as one of Cartoon Network's World Premiere Toons. He described the atmosphere at Hanna-Barbera as resembling an "old-fashioned Hollywood structure, where you move from one show to another or you jump from a writing job on one show to a storyboard job on another". MacFarlane worked on three television series during his tenure at the studio: Dexter's Laboratory, Cow and Chicken, and Johnny Bravo. Working as both a writer and storyboard artist, MacFarlane spent the most time on Johnny Bravo. He found it easier to develop his own style at Johnny Bravo through the show's process of scriptwriting, which Dexter's Laboratory and Cow and Chicken did not use. As a part of the Johnny Bravo crew, he met actors and voiceover artists such as Adam West and Jack Sheldon of Schoolhouse Rock! fame. These meetings later became significant to the production and success of his Family Guy series.
He also did freelance work for Walt Disney Television Animation, writing for Jungle Cubs, and for Nelvana, where he wrote for Ace Ventura: Pet Detective. Through strict observation of writing elements such as story progression, character stakes and plot points, MacFarlane found the work for Disney was, from a writing standpoint, very valuable in preparation for his career (particularly on Ace Ventura). He also created and wrote a short titled Zoomates for Frederator Studios' Oh Yeah! Cartoons on Nickelodeon. Executives at the Fox Broadcasting Company saw both Larry shorts and negotiations soon began for a prime-time animated series.
Family Guy
Although MacFarlane enjoyed working at Hanna-Barbera, he felt his real calling was for prime-time animation, which would allow a much edgier style of humor. He first pitched Family Guy to Fox during his tenure at Hanna-Barbera. A development executive there, who was trying to get back into prime-time business, introduced MacFarlane to Leslie Kolins and Mike Darnell, heads of the alternative comedy department at Fox. After the success of King of the Hill in 1997, MacFarlane called Kolins once more to ask about a possible second pitch for the series. Fox offered the young writer a strange deal: They gave him a budget of US$50,000 to produce a pilot that could lead to a series (most episodes of animated prime-time productions cost at least US$1 million). Recalling the experience in an interview with The New York Times, MacFarlane said, "I spent about six months with no sleep and no life, just drawing like crazy in my kitchen and doing this pilot".
After six months, MacFarlane returned to Fox with a "very, very simply, crudely animated film—with just enough to get the tone of the show across" to present to the executives, who loved the pilot and immediately ordered the series. In July 1998, they announced the purchase of Family Guy for a January 1999 debut. Family Guy was originally intended to be a series of shorts on MADtv, much in the same way The Simpsons had begun on The Tracey Ullman Show a decade earlier. Negotiations for the show's MADtv connection fell through early on as a result of budgetary concerns. At age 24, MacFarlane was television's youngest executive producer.
Family Guy first aired January 31, 1999. MacFarlane's work in animating Family Guy was influenced by Jackie Gleason and Hanna-Barbera along with examples from The Simpsons and All in the Family. In addition to writing three episodes, "Death Has a Shadow", "Family Guy Viewer Mail 1" and "North by North Quahog", MacFarlane voices Family Guys main male characters of Peter Griffin, Stewie Griffin, Brian Griffin and Glenn Quagmire, as well as Tom Tucker, his son Jake Tucker, and other characters. Bolstered by high DVD sales and fan loyalty, Family Guy developed into a US$1-billion franchise. On May 4, 2008, after approximately two and a half years of negotiations, MacFarlane reached a US$100-million agreement with Fox to keep Family Guy and American Dad! until 2012. It made him the world's highest paid television writer.
MacFarlane's success with Family Guy opened doors to other ventures relating to the show. On April 26, 2005, he and composer Walter Murphy created Family Guy: Live in Vegas. The soundtrack features a Broadway show tune theme, and MacFarlane voiced Stewie in the track "Stewie's Sexy Party". A fan of Broadway musicals, MacFarlane comments on using musicals as a component of Family Guy:
A Family Guy video game was released in 2006. Two years later, in August 2007, MacFarlane closed a digital content production deal with AdSense. He takes cast members on the road to voice characters in front of live audiences. Family Guy Live provides fans with the opportunity to hear future scripts. In mid-2007, Chicago fans had the opportunity to hear the then upcoming sixth-season premiere "Blue Harvest". Shows have played in Montreal, New York City, Chicago, and Los Angeles.
On July 22, 2007, in an interview with The Hollywood Reporter, MacFarlane announced that he might start work on a feature film, although "nothing's official". In September 2007, Ricky Blitt gave TV.com an interview confirming that he had already started working on the script. Then in TV Week on July 18, 2008, MacFarlane confirmed plans to produce a theatrically released Family Guy feature film sometime "within the next year". He came up with an idea for the story, "something that you could not do on the show, which [to him] is the only reason to do a movie". He later went on to say he imagines the film to be "an old-style musical with dialogue" similar to The Sound of Music, saying that he would "really be trying to capture, musically, that feel". On October 13, 2011, MacFarlane confirmed that a deal for a Family Guy film had been made, and that he would write it with series co-producer Ricky Blitt. On November 30, 2012, he confirmed plans for the project. The project was put on hold while MacFarlane worked on Ted 2. In 2018, Fox announced that a live-action/animated film based on the series is in development. MacFarlane stepped away from the series in 2011 to work on Ted and other projects, and has only been associated with the show as a voice actor since then.
Despite its popularity, Family Guy has often been criticized. The Parents Television Council has been a frequent critic. It organized a letter-writing campaign to remove it from Fox's lineup, and filed complaints with the Federal Communications Commission alleging that some of its episodes contained indecent content. MacFarlane has responded to the PTC's criticism by saying, among other things, "That's like getting hate mail from Hitler. They're literally terrible human beings."
Family Guy has been cancelled twice, although strong fan support and DVD sales have caused Fox to reconsider. MacFarlane mentioned how these cancellations affected the lineup of writers: "One of the positive aspects of Family Guy constantly being pulled off [the air] is that we were always having to restaff writers".
During its sixth season, episodes of Family Guy and American Dad! were delayed from regular broadcast due to the 2007–2008 Writers Guild of America strike. MacFarlane participated in the strike to support the writers, and Fox aired three Family Guy episodes without his permission. The strike ended on February 12, 2008, and the series resumed airing regularly, beginning with "Back to the Woods".
American Dad!
MacFarlane has a second long-running, successful adult animated series in American Dad! which has been in production since early 2005. To date, it is his only animated series that has never been cancelled, though it did undergo a network relocation from Fox to TBS on October 20, 2014, following its 11th season. TBS announced on July 16, 2013, that they had picked up the series for a 15-episode 12th season. The purpose of the network relocation was originally to make room for new animated broadcasts, such as Mulaney and another animated series from Seth MacFarlane called Bordertown, on Fox's now-defunct "Animation Domination".
While MacFarlane does extensive voice acting work for American Dad!, he has left much of its creative direction up to Matt Weitzman and Mike Barker, feeling it helps give the series its own voice and identity. It was announced on November 4, 2013, that Barker would depart American Dad! after 10 seasons as producer/co-showrunner, due to creative differences as production for season 11 on TBS began.
American Dad! was first shown after Super Bowl XXXIX, debuting with the episode "Pilot", which MacFarlane co-wrote. This February 6, 2005, series premiere was somewhat of an early sneak preview as the program did not begin airing regularly until May 1, 2005. Because of atypical scheduling of the show's first 7 episodes, American Dad! has a controversial season number discrepancy in which many are divided as to how many seasons the program has had. Beyond division between media journalists and fans, there have been conflicting reports as to what season the show is in even between American Dad! creators and the show's official website—both from its original Fox website and now from TBS website. At San Diego Comic-Con in 2013, Barker hinted that an American Dad! movie—centering on the Roger character and set from his birth planet—is in the works and partially written. However, at San Diego Comic-Con in 2022, Weitzman revealed plans for the film were scrapped.
MacFarlane has described the initial seasons of American Dad! as being similar to All in the Family, likening title character Stan Smith's originally bigoted persona to Archie Bunker. MacFarlane has also stated that his inspiration to create American Dad! derived from his and Weitzman's exasperation with George W. Bush's policies as former United States President. After the early couple of seasons however, the series discontinued using these elements of political satire and began to serve up its own brand of entertainment and humor. MacFarlane was described as having difficulty understanding the series in its early going; however, he heavily warmed up to the series after its early seasons once he felt the show truly came into its own. His fellow co-creators have sensed this through MacFarlane's greatly increased attention to the series after its early seasons. MacFarlane has also revealed he is an American Dad! fan himself. He has taken note of the positive reaction to the "Roger" character by fans via his Twitter.
The show focuses on the Smith family: Stan Smith, the endangering, dog-eat-dog, rash and inconsiderate head of the household. He has an exaggeratedly large chin and masculine manner about him. As the family's breadwinner, he works as a CIA officer and was initially portrayed in the series as an old-fashioned conservative bigot but has since grown out of these traits (the show is known for its story arc elements and other distinguishing plot techniques); Stan's paradoxically moralistic yet simultaneously inappropriate, corrupt wife, Francine; and their two children, new-age hippie daughter Hayley and nerdy son Steve. Accompanying the Smith family are three additional main characters, two of which belong to non-human species: zany, shocking, blithely cruel and rascally alien Roger, who's full of disguises/alter egos and has few if any limits on his behaviors. He was rescued by Stan from Area 51; Klaus, the man-in-a-fish-body pet. Klaus's unenviable situation came about from the brain of an East German Olympic skier being shrunk and transplanted into a fish body; and Jeff Fischer, Hayley's boyfriend turned "whipped" husband, known for his infatuation with Hayley's mom, Francine. Together, the Smiths and their three housemates run what is only at a first glance the typical middle-class American lifestyle, but is anything but.
MacFarlane provides the voices of Stan and Roger, basing Roger's voice on Paul Lynde (who played Uncle Arthur in Bewitched). His sister Rachael MacFarlane provides the voice of Hayley.
The Cleveland Show
MacFarlane developed a Family Guy spin-off called The Cleveland Show, which focuses on the character of Cleveland Brown and his family. The idea for the show originated from a suggestion by Family Guy writer and voice of Cleveland, Mike Henry. Fox ordered 22 episodes and the series first aired on September 27, 2009. The show, which was picked up to air a first season consisting of 22 episodes, was picked up by Fox for a second season, consisting of 13 episodes, bringing the total number to 35 episodes. The announcement was made on May 3, 2009, before the first season even premiered. Due to strong ratings, Fox picked up the back nine episodes of season 2, making a 22-episode season and bringing the total episode count of the show to 44. The series ended on May 19, 2013, with a total of 4 seasons and 88 episodes. The character of Cleveland and his family returned to Family Guy in the episode "He's Bla-ack!".
This is the only animated series created by MacFarlane that does not have him voicing the main character. MacFarlane did, however, play the character Tim the Bear until season 3 episode 10. Jess Harnell voiced Tim from season 3 episode 11 onwards.
Cavalcade of Cartoon Comedy
In 2008, MacFarlane released a series of webisodes known as Seth MacFarlane's Cavalcade of Cartoon Comedy with its animated shorts sponsored by Burger King and released weekly.
The Orville
In 2016, MacFarlane began producing the sci-fi comedy-drama series The Orville, in which he also stars as Captain Edward "Ed" Mercer. MacFarlane originally wrote The Orville as a spec script, which was given a 13-episode order by Fox in May 2016, making it the first live-action television series created by MacFarlane. The series premiered on September 10, 2017. Despite the first season receiving negative reviews, it was renewed for a second season. The second season premiered on December 30, 2018, and received better reviews.
The series was renewed for a third season by Fox, however the series would move over to Hulu. This season is the show's first on Hulu, after airing its previous two seasons on Fox, as well as the first to premiere since The Walt Disney Company's March 2019 acquisition of 20th Century Fox. The season was originally scheduled to premiere in 2020 but was delayed due to the COVID-19 pandemic. The third season titled as The Orville: New Horizons premiered on June 2, 2022. Due to the pandemic, an episode of third season was scrapped, which MacFarlane turned it into a novel, titled The Orville: Sympathy for the Devil.
Television producing
MacFarlane was the executive producer of a live-action sitcom starring Rob Corddry called The Winner. The plot has a man named Glen discussing the time he matured at 32 and has him pursuing his only love after she moves in next door. Glen meets her son and both become good friends. The show ran on Fox for six episodes in Spring 2007.
In August 2011, Fox ordered a 13-part updated series of Cosmos: A Spacetime Odyssey. MacFarlane co-produced the series with Ann Druyan and Steven Soter. The new series is hosted by Neil deGrasse Tyson and began airing on the channel in March 2014, with repeats airing on the National Geographic Channel on the next night. In addition to serving as one of the executive producers, MacFarlane provided voices for characters during the animated portions of the series. MacFarlane returned to executive produce and provide voices to its sequel series, Cosmos: Possible Worlds, which aired in 2020.
In 2013 and 2014, MacFarlane produced one season of a live-action sitcom called Dads. The series, revolves around Eli, played by Seth Green, and Warner, played by Giovanni Ribisi, two successful guys in their 30s whose world is turned upside down when their dads move in with them. MacFarlane, Alec Sulkin and Wellesley Wild executive-produced the series, with Sulkin and Wild writing.
In 2014, MacFarlane executive produced a two-season, 20-episode series called Blunt Talk for Starz. The series followed an English newscaster who moves to Los Angeles with his alcoholic manservant and the baggage of several failed marriages to host a sanctimonious talk show.
In 2009, MacFarlane began work on the animated series Bordertown. The series is set in Texas and follows a border patrol agent and a Mexican immigrant, satirizing America's changing cultural landscape. It ran for 13 episodes in the first half of 2016, on Fox.
Television hosting
MacFarlane often participates as one of the "roasters" in the annual Comedy Central Roasts. MacFarlane is the only person to serve as roastmaster for more than one Comedy Central roast. In 2010, he filled this role for The Comedy Central Roast of David Hasselhoff. The following year he was roastmaster of Comedy Central roasts of Donald Trump and Charlie Sheen.
On October 1, 2012, it was announced that MacFarlane would host the 85th Academy Awards on February 24, 2013. He also presented the nominees with actress Emma Stone, on January 10, 2013. In addition to hosting, MacFarlane was also nominated in the Academy Award for Best Original Song category for co-writing the theme song "Everybody Needs a Best Friend" for his film Ted with Walter Murphy. Critical response to MacFarlane's performance was mixed. Columnist Owen Gleiberman of Entertainment Weekly commented "By calling constant attention to the naughty factor," MacFarlane created "an echo chamber of outrage, working a little too hard to top himself with faux-scandalous gags about race, Jews in Hollywood, and the killing of Abraham Lincoln." Tim Goodman of The Hollywood Reporter praised MacFarlane's performance saying that he did "impressively better than one would have wagered." He also noted that he added "plenty of niceties with a little bit of the Ricky Gervais bite-the-hand-that-feeds-you thing and worked the juxtaposition rather nicely." He stirred up controversy in the form of a musical number titled "We Saw Your Boobs".
On October 29, 2014, it was announced that MacFarlane would host the Breakthrough Prize ceremony. The event was held in Silicon Valley and televised on November 15, 2014, on Discovery Channel and Science, and globally on November 22, 2014, on BBC World News. He returned to host the following year.
Film career
Ted
MacFarlane made his directorial live-action film debut with the release of Ted in 2012. He announced that he was directing it on an episode of Conan that aired on February 10, 2011. Along with directing the film, he also wrote the screenplay, served as producer, and starred as the title character.
Ted tells the story of John Bennett (Mark Wahlberg) and his talking teddy bear (MacFarlane) who keeps John and his girlfriend Lori Collins (Mila Kunis) from moving on with their lives. The film received generally favorable reviews from both critics and audiences, and was a box office success, opening with the highest weekend gross of all time for an original R-rated comedy. Internationally, the movie is currently the highest-grossing original R-rated comedy of all time, beating The Hangover. A sequel, Ted 2, was released on June 26, 2015.
It was announced in June 2021 that Peacock had given a straight to series order for a prequel series. In addition to serving as executive producer for the series, MacFarlane reprises his role as the titular character Ted. Due to the prequel nature of the series, film stars Mark Wahlberg and Mila Kunis are not expected to reprise their roles.
A Million Ways to Die in the West
MacFarlane co-wrote and starred in his second film, A Million Ways to Die in the West. Alec Sulkin and Wellesley Wild were also co-writers for the film. The film follows a cowardly sheep farmer (MacFarlane) who loses a gunfight and sees his girlfriend leave him for another man. When a mysterious woman rides into town, she helps him find his courage. But when her outlaw husband arrives seeking revenge, the farmer must put his newfound courage to the test. The film was met with mixed to negative reviews from critics.
On January 27, 2014, MacFarlane announced that he wrote a companion novel based on the film's script, which was released on March 4, 2014. An audio-book version was also made available, narrated by Jonathan Frakes. MacFarlane wrote the book on weekends during shooting for the film, partially due to boredom.
Music career
Record deal and albums
In 2010, MacFarlane signed a record deal with Universal Republic Records. He released his debut album, Music Is Better Than Words, in 2011. The album is a big band/standards album drawing on his training in and attraction to "the Great American Songbook and particularly the early- to late-'50s era of orchestration". It was nominated in the Best Traditional Pop Vocal Album and the Best Engineered Album, Non-Classical categories at the 54th Grammy Awards. It received a score of 52 out of 100 on Metacritic's compilation of music critic reviews.
He was featured on Calabria Foti's 2013 single "Let's Fall in Love". In 2014, he released his second studio album Holiday for Swing, a Christmas album including collaborations with Norah Jones and Sara Bareilles. It received mostly positive reviews. In 2015, his third studio album No One Ever Tells You was nominated for a Grammy Award for Best Traditional Pop Vocal Album. In 2016, he was honored by Barbara Sinatra at the 28th annual Frank Sinatra Celebrity Invitational, and recorded the song "Pure Imagination" as a duet with Barbra Streisand for her album Encore: Movie Partners Sing Broadway.
He released his fourth studio album, In Full Swing, in 2017, again featuring songs composed by Joel McNeely. Three singles were released from it: "That Face", "Almost Like Being in Love", and "Have You Met Miss Jones?" The album was nominated for two Grammy Awards for Best Traditional Pop Vocal Album and Best Arrangement, Instrumental and Vocals. In 2019, for his fifth studio album Once in a While, MacFarlane worked with composer Andrew Cottee.
In 2020, MacFarlane released his sixth studio album, Great Songs From Stage & Screen, with composer Bruce Broughton, who he works with on The Orville, to compose the album. Like his previous four albums, he recorded a majority of the songs at Abbey Road Studios. However, much of the albums post-production work was done at home due to the COVID-19 pandemic. In 2022, he released his seventh studio album, Blue Skies.
Collaborations
MacFarlane collaborated with Sara Bareilles on two of his albums, Music Is Better Than Words (2011), and Holiday for Swing (2014) singing "Love Won't Let You Get Away" and "Baby, It's Cold Outside" respectively. Together they performed the song "Love You Let You Get Away" in his 2011 Epix concert Seth MacFarlane: Swingin' in Concert in 2011. He also collaborated with Norah Jones on three of his albums, Music is Better Than Words (2011), Holiday for Swing (2014), and In Full Swing (2017) singing "Two Sleepy People", "Little Jack Frost Get Lost", and " "If I Had a Talking Picture of You" respectively. She also sang his Academy Award nominated song "Everybody Needs a Best Friend" from Ted which she performed at the 85th Academy Awards.
During the COVID-19 pandemic, MacFarlane and Elizabeth Gillies collaborated on a series of songs, eight in total, on a playlist entitled, Songs from Home on Spotify.
MacFarlane sang numerous show tunes with Ariana Grande on an episode of Carpool Karaoke: The Series in 2017. On September 28, 2023, it was announced that MacFarlane and Gillies had reunited for a collaborative Christmas album, We Wish You The Merriest, due out on November 3. The lead single of the same name was dropped on the day of the announcement.
Other projects
MacFarlane was executive producer of a 2020 feature film adapting Clive Barker’s novel Books of Blood for Hulu, directed by Brannon Braga.
In 2020, he signed a $200 million deal with NBCUniversal to develop television projects for both internal and external networks, including the company’s then-developing streaming service Peacock. Among these projects is The End is Nye, hosted by Bill Nye, a six episode series exploring and explaining six apocalyptic scenarios. MacFarlane is executive producer and will make small appearances in each episode. It premiered on the service on August 25, 2022.
In January 2021, it was announced that MacFarlane had been hired to develop a reboot of The Naked Gun. After MacFarlane had previously expressed interest in casting Liam Neeson as Frank Drebin Jr. in 2015, the filmmaker was hired by the studio. Neeson revealed that the filmmaker alongside Paramount Pictures had approached him with a pitch to star in the movie. In June of the same year, Neeson stated that MacFarlane was working on a new draft of the script, with the studio additionally negotiating the filmmaker's potential role as director. He expressed excitement for the project and the opportunity to explore a more comedic role, should he decide to star in the movie; while stating that development on the project is ongoing. In October 2022, the film was officially greenlit with Neeson in the lead role. The film will be directed by Akiva Schaffer, Dan Gregor and Doug Mand were hired to write a new draft of the script, from a previous draft with contributions from Mark Hentemann, Alec Sulkin and MacFarlane himself. MacFarlane and Erica Huggins will serve as producers.
Guest appearances
MacFarlane has appeared in sitcoms, comedy and news programs, independent films, and other animated shows. In 2002, MacFarlane appeared in the Gilmore Girls episode "Lorelai's Graduation Day". Four years later on November 5, 2006, MacFarlane guest starred on Fox's The War at Home as "Hillary's Date", an unnamed 33-year-old man who secretly dates teenaged Hillary in the episode "I Wash My Hands of You". MacFarlane also appeared as the engineer Ensign Rivers on Star Trek: Enterprise in the third-season episode "The Forgotten" and the fourth-season episode "Affliction". During 2006, MacFarlane had a role in the independent film Life is Short. He has been a frequent guest on the radio talkshow Loveline, hosted by Dr. Drew Pinsky.
MacFarlane appeared on the November 11, 2006, episode of Fox's comedy show MADtv. MacFarlane has also appeared on news shows and late night television shows such as Jimmy Kimmel Live! and Late Show with David Letterman. Three months later on March 24, 2007, MacFarlane was interviewed on Fox's Talkshow with Spike Feresten, and closed the show by singing the Frank Sinatra song "You Make Me Feel So Young". He also provided Stewie's voice when he appeared as a brain tumor-induced hallucination to Seeley Booth in an episode of Bones, writing his own dialogue for the episode. On May 8, 2009, MacFarlane was a guest on Real Time with Bill Maher.
Other than Family Guy and American Dad!, MacFarlane voices characters in other cartoon shows and films. He voiced Wayne "The Brain" McClain in an episode of Aqua Teen Hunger Force. He has also voiced various characters on Adult Swim's Robot Chicken, including a parody of Lion-O and Emperor Palpatine as well as Peter Griffin in the Season 2 premiere – he even parodied himself in the Season 4 premiere, in which he renewed the show simply by mentioning it in a Family Guy-like cutaway after its fictitious cancellation at the end of Season 3. He also played the villain "The Manotaur" in Bob Boyle's animated kids series Yin Yang Yo!. In addition, MacFarlane voiced Johann Kraus in the 2008 film Hellboy II: The Golden Army. He also had a guest appearance in the animated film Futurama: Into the Wild Green Yonder where he sings "That Was Then (And This is Too)", the opening theme. He had also starred in a commercial for Hulu in which he plays an alien presenting Hulu as an "evil plot to destroy the world", progressively as his famous Family Guy and American Dad! characters. He also lent his voice to the series finale movie of the Comedy Central series, Drawn Together.
MacFarlane played Ziggy in the 2010 film Tooth Fairy. In August 2010, he appeared as a guest voice-over in a sci-fi themed episode of Disney's Phineas and Ferb entitled "Nerds of a Feather". On September 15, 2012, MacFarlane hosted the season premiere of Saturday Night Live, with musical guest Frank Ocean. The episode was MacFarlane's first appearance on the show. MacFarlane had a cameo in the 2013 film Movie 43. MacFarlane collaborated with Matt Groening on an episode of The Simpsons and Futurama. In 2016, he had a voice role in the animated film Sing, as well as serving as a major performer on the film's soundtrack. In 2017, he appeared in Steven Soderbergh's heist comedy Logan Lucky, alongside Channing Tatum and Adam Driver. In 2019, MacFarlane appeared in the Showtime limited series The Loudest Voice.
Artistry
Musical style
MacFarlane has a baritone voice. He is a pianist and singer who, in his early years, trained with Lee and Sally Sweetland, the vocal coaches of Barbra Streisand and Frank Sinatra. In an interview with NPR, he commented on their training style: "They really drill you. They teach you the old-style way of singing, back when you had no electronic help ... [They teach you to] show your teeth. If you look at old photos of Sinatra while he's singing, there's a lot of very exposed teeth. That was something Lee Sweetland hit on day in and day out, and correctly so, because it just brightens the whole performance."
In 2009, MacFarlane appeared as a vocalist at the BBC Proms with the John Wilson Orchestra in Prom 22, A Celebration of Classic MGM Film Musicals. In 2010, he reappeared at the Proms with the John Wilson Orchestra in a Christmas concert special. In 2012, it was announced he would again appear at the Proms with the John Wilson Orchestra in a concert celebrating Broadway musicals. In 2015, MacFarlane again appeared at The Proms as a vocalist with the John Wilson Orchestra, this time in a Sinatra program. Regarding his musical passion, MacFarlane has said, "I love and am fascinated by exciting orchestration—what you can do with a band that size—and I think in many ways it's a lost art." His music is predominantly vocal jazz, show tunes and swing. He also uses musical comedy in his shows and movies.
Influences
MacFarlane has said that his comedy influences include Woody Allen, Jackie Gleason, Bill Maher, Mel Brooks, and Monty Python; while his musical influences include Frank Sinatra, Dean Martin, Vic Damone, Johnny Mercer, Bing Crosby, Bobby Darin, Gordon MacRae and the Rat Pack.
Activism
Political views
MacFarlane is a supporter of the Democratic Party. He has donated over US$200,000 to various Democratic congressional committees and to the 2008 presidential campaign of then-U.S. Senator Barack Obama. He has stated that he supports the legalization of cannabis.
In 2015, MacFarlane revealed support for Bernie Sanders in the 2016 U.S. presidential election, and he introduced Sanders onstage at a Los Angeles rally. After the primaries, he supported Hillary Clinton for president during the general election. In 2019, he supported Pete Buttigieg in the 2020 U.S. presidential election. After the primaries, he endorsed Joe Biden for president during the general election.
LGBT advocacy
MacFarlane is a supporter of LGBT rights. In 2008, prior to the holding of the Obergefell v. Hodges case by the United States Supreme Court, MacFarlane called it "infuriating and idiotic" that two gay partners "have to go through this fucking dog and pony act when they stop at a hotel and the guy behind the counter says, 'You want one room or two?'" He went on to say, "I'm incredibly passionate about my support for the gay community and what they're dealing with at this current point in time".
In recognition of "his active, passionate commitment to humanist values, and his fearless support of equal marriage rights and other social justice issues", MacFarlane was named the Harvard Humanist of the Year in 2011.
Speaking engagements
MacFarlane is a frequent speaking guest on college campuses. On April 16, 2006, he was invited by Stanford University's ASSU Speakers' Bureau to address an audience of over 1,000 at Memorial Auditorium. He was invited by Harvard University's class of 2006 to deliver the "class day" address on June 7, 2006. He spoke as himself, and also as Peter Griffin, Stewie Griffin and Glenn Quagmire. He has also spoken at George Washington University, Washington University in St. Louis, the University of Texas at Austin, the University of Missouri, University of Toledo, Bowling Green State University, and Loyola Marymount University.
2007–08 Writers Guild of America strike
During the 2007–08 Writers Guild of America strike, MacFarlane publicly sided with the Writers Guild, and fully participated in the strike. Official production of Family Guy was halted for most of December 2007 and various periods afterwards. Fox continued producing episodes without MacFarlane's final approval, and although he refused to work on the show during the strike, his contract with Fox required him to contribute to any episodes it subsequently produced. Rumors of continued production on Family Guy prompted the statement from MacFarlane that ".....it would just be a colossal dick move if they did that". During the strike, MacFarlane wrote an inside joke into an episode of Family Guy about Jon Stewart's choice to return to the air and undermine the writers of The Daily Show, causing Stewart to respond with an angry phone-call, harassing MacFarlane and arguing his point. The strike ended on February 12, 2008.
2023 WGA and SAG-AFTRA strike
During the 2023 Writers Guild of America strike and the 2023 SAG-AFTRA strike, MacFarlane donated $1 million to The Entertainment Community Fund to Support Film and Television Workers During Strikes. The Entertainment Community, formerly The Actors Fund, is there to help provide financial assistance for industry workers during the SAG-AFTRA and WGA strikes.
The Carl Sagan and Ann Druyan Archive
MacFarlane donated money to create The Seth MacFarlane Collection of the Carl Sagan and Ann Druyan Archive at the Library of Congress. MacFarlane said, "The work of Carl Sagan has been a profound influence in my life, and the life of every individual who recognizes the importance of humanity's ongoing commitment to the exploration of our universe [...] The continuance of our journey outward into space should always occupy some part of our collective attention, regardless of whatever Snooki did last week."
Personal life
MacFarlane lives in Beverly Hills, California. He is not married nor does he have any children.
In a 2004 interview with The Daily Princetonian, he noted his similarities to Brian Griffin from Family Guy: "I have some Brian type issues from time to time—looking for the right person—but I date as much as the next guy."
The morning after his speech at his alma mater, the Rhode Island School of Design, on September 10, 2001, MacFarlane was scheduled to return to Los Angeles on American Airlines Flight 11, one of the planes hijacked in the September 11 attacks. Due to a hangover after the previous night's celebrations and an incorrect departure time (8:15 a.m. instead of 7:45 a.m.) from his travel agent, he arrived at Logan International Airport about ten minutes too late to board the flight, as the gates had been closed. Speaking of his experience of missing the fatal trip, MacFarlane said:The only reason it hasn't really affected me as it maybe could have is I didn't really know that I was in any danger until after it was over, so I never had that panic moment. After the fact, it was sobering, but people have a lot of close calls; you're crossing the street and you almost get hit by a car... This one just happened to be related to something massive. I really can't let it affect me because I'm a comedy writer. I have to put that in the back of my head. The Family Guy episode "Boy (Dog) Meets Girl (Dog)" references the incident.
On July 16, 2010, MacFarlane's mother, Ann Perry Sager, died from cancer. Her death was reported by Larry King on his show Larry King Live, who acknowledged a conversation he had with her during an interview with MacFarlane in May 2010.
From 2012 to 2013, MacFarlane was in a relationship with Emilia Clarke.
MacFarlane is an atheist, explaining his beliefs, "I do not believe in God. I'm an atheist. I consider myself a critical thinker, and it fascinates me that in the 21st century most people still believe in, as George Carlin puts it, 'the invisible man living in the sky'."
Lawsuits
On October 3, 2007, Bourne Co. Music Publishers filed a lawsuit accusing Family Guy of infringing its copyright on the song "When You Wish Upon a Star", through a parody song titled "I Need a Jew" appearing in the episode "When You Wish Upon a Weinstein". Bourne Co., which holds the copyright, alleged the parody pairs a "thinly veiled" copy of their music with antisemitic lyrics. Named in the suit were MacFarlane, 20th Century Fox Film Corp., Fox Broadcasting Co., Cartoon Network and Walter Murphy; the suit sought to stop the program's distribution and asked for unspecified damages. Bourne argued that "I Need a Jew" uses the copyrighted melody of "When You Wish Upon a Star" without commenting on that song, and that it was therefore not a First Amendment-protected parody per the ruling in Campbell v. Acuff-Rose Music, Inc. On March 16, 2009, United States District Judge Deborah Batts held that Family Guy did not infringe on Bourne's copyright when it transformed the song for comical use in an episode.
In December 2007, Family Guy was again accused of copyright infringement when actor Art Metrano filed a lawsuit regarding a scene in Stewie Griffin: The Untold Story, in which Jesus performs Metrano's signature magic parody act, involving absurd faux magical hand gestures while humming the distinctive tune "Fine and Dandy". MacFarlane, 20th Century Fox, Steve Callaghan, and Alex Borstein were all named in the suit. In July 2009, a federal district court judge rejected Fox's motion to dismiss, saying that the first three fair use factors involved—"purpose and character of the use", "nature of the infringed work", and "amount and substantiality of the taking"—counted in Metrano's favor, while the fourth—"economic impact"—had to await more fact-finding. In denying the dismissal, the court held that the reference in the scene made light of Jesus and his followers—not Metrano or his act. The case was settled out of court in 2010 with undisclosed terms.
On July 16, 2014, MacFarlane was served with a lawsuit from the production company of a series of Internet videos called Charlie the Abusive Teddy Bear claiming that Ted infringes on the copyright of its videos due to the Ted bear largely matching the background story, persona, voice tone, attitude, and dialogue of the Charlie bear. The suit was dismissed with prejudice on March 23, 2015, after the plaintiffs conceded Ted was independently created and withdrew the suit.
Awards and nominations
MacFarlane has been nominated for twenty-four Primetime Emmy Awards for his work on Family Guy and has won five times, in 2000, 2002, 2016, 2017 and 2019. He has been nominated for five Grammy Awards for his work in Family Guy: Live in Vegas, Music Is Better Than Words, Family Guy, No One Ever Tells You and In Full Swing. He was nominated for an Academy Award for Best Original Song for co-writing the opening song, "Everybody Needs a Best Friend", from his film Ted with the film's composer Walter Murphy.
He has received numerous awards from other organizations, including the Annie Award for Best Voice Acting in an Animated Television Production and the Saturn Award for Best Television Presentation for the Family Guy episode titled "Blue Harvest", the MTV Movie Award for Best On-Screen Duo and the Empire Award for Best Comedy for Ted. In 2019, MacFarlane received a star on the Hollywood Walk of Fame at 6259 Hollywood Blvd. In 2020, he was inducted into the Television Hall of Fame.
In 2022, a new species of Hyloscirtus frog (Hyloscirtus sethmacfarlanei) was described from Ecuador and named after MacFarlane.
Filmography
Stewie Griffin: The Untold Story (2005)
Hellboy II: The Golden Army (2008)
Futurama: Into the Wild Green Yonder (2009)
The Drawn Together Movie: The Movie! (2010)
Tooth Fairy (2010)
Ted (2012)
Movie 43 (2013)
A Million Ways to Die in the West (2014)
Ted 2 (2015)
Sing (2016)
Logan Lucky (2017)
Discography
Albums
Studio albums
Soundtrack albums
Extended plays
Singles
As main artist
As featuring artist
Other charted songs
Guest appearances
Written works
References
Notes
External links
Seth MacFarlane on Hollywood Bowl
1973 births
Living people
20th-century American comedians
20th-century American male actors
20th-century American male artists
20th-century American male singers
20th-century American male writers
20th-century American screenwriters
21st-century American comedians
21st-century American male actors
21st-century American male artists
21st-century American male singers
21st-century American male writers
21st-century American screenwriters
American animators
American atheists
American baritones
American cannabis activists
American cartoonists
American comedy musicians
American comedy writers
American crooners
American film directors
American film producers
American jazz singers
American illustrators
American impressionists (entertainers)
American LGBT rights activists
American male comedians
American male comedy actors
American male film actors
American male jazz musicians
American male screenwriters
American male singer-songwriters
American male television actors
American male television writers
American male video game actors
American male voice actors
American parodists
American people of English descent
American people of Irish descent
American people of Scottish descent
American people of Welsh descent
American political activists
American satirists
American stand-up comedians
American storyboard artists
American surrealist artists
American television directors
American television producers
American television writers
Animators from Connecticut
Animators from Rhode Island
Annie Award winners
Comedians from Connecticut
Comedians from Rhode Island
Comedy film directors
Connecticut Democrats
Critics of religions
Film directors from Connecticut
Film directors from Rhode Island
Film producers from Connecticut
Film producers from Rhode Island
Former Roman Catholics
Hanna-Barbera people
Kent School alumni
Male actors from Connecticut
Male actors from Providence, Rhode Island
Musicians from Providence, Rhode Island
Peabody Award winners
People from Kent, Connecticut
Primetime Emmy Award winners
Republic Records artists
Rhode Island Democrats
Rhode Island School of Design alumni
Rhode Island School of Design alumni in music
Screenwriters from Connecticut
Screenwriters from Rhode Island
Showrunners of animated shows
Singer-songwriters from Connecticut
Singer-songwriters from Rhode Island
Swing singers
Television producers from Connecticut
Traditional pop music singers
Universal Records artists
Verve Records artists
Writers from Connecticut
Writers from Providence, Rhode Island
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https://en.wikipedia.org/wiki/Hamilton%20Fish
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Hamilton Fish
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Hamilton Fish (August 3, 1808September 7, 1893) was an American politician who served as the 16th governor of New York from 1849 to 1850, a United States senator from New York from 1851 to 1857, and the 26th U.S. secretary of state from 1869 to 1877. Fish is recognized as the pillar of Ulysses S. Grant's presidency and considered by scholars as one of the nation's most effective U.S. secretaries of state, known for his judiciousness and efforts towards reform and diplomatic moderation. Fish settled the controversial Alabama Claims with the United Kingdom through his development of the concept of international arbitration. Fish and Grant kept the United States out of war with Spain over Cuban independence by coolly handling the volatile Virginius incident. In 1875, Fish initiated the overthrow of the Hawaiian Kingdom that ultimately led to statehood for Hawaii by negotiating a reciprocal trade treaty for the island nation's sugar production. He also organized a peace conference and treaty in Washington, D.C., between South American countries and Spain. Fish worked with James Milton Turner to settle the Liberia-Grebo War in 1876. President Grant said he trusted Fish the most for political advice.
Fish came from prominence and wealth. His Dutch American family was long-established in New York City. He attended Columbia College and later passed the New York state bar. Initially working as commissioner of deeds, he ran unsuccessfully for New York State Assembly as a Whig candidate in 1834. After marrying, he returned to politics and was elected to the U.S. House of Representatives in 1843. Fish ran for New York's lieutenant governor in 1846, falling to a Democratic Anti-Rent Party contender. When the office was vacated in 1847, Fish ran and was elected to the position. In 1848, he ran and was elected governor of New York, serving one term. In 1851, he was elected U.S. Senator for New York, serving one term. Fish gained valuable experience serving on Committee on Foreign Relations. Fish was a moderate on the question of maintaining or dissolving slavery; he opposed the Kansas–Nebraska Act and the expansion of slavery.
After traveling to Europe, Fish returned to the United States and supported Abraham Lincoln, the Republican nominee for president in the 1860 U.S. presidential election. During the American Civil War, Fish raised money for the Union war effort and served on Lincoln's presidential commission that made successful arrangements for Union and Confederate troop prisoner exchanges. Fish returned to his law practice after the Civil War, and was thought to have retired from political life. When Ulysses S. Grant was elected president in 1868, he appointed Fish as U.S. secretary of state in 1869. Fish took on the State Department with vigor, reorganized the office, and established civil service reform. During his tenure, Fish had to contend with Cuban belligerency, the settlement of the Alabama claims, Canada–U.S. border disputes, and the Virginius incident. Fish implemented the new concept of international arbitration, where disputes between countries were settled by negotiations, rather than military conflicts. Fish was involved in a political feud between U.S. senator Charles Sumner and President Grant in the latter's unsuccessful efforts to annex the Dominican Republic. Fish organized a naval expedition in an unsuccessful attempt to open trade with Korea in 1871. Leaving office and politics in 1877, Fish returned to private life and continued to serve on various historical associations. Fish died quietly of old age in his luxurious New York State home in 1893.
Fish has been praised by historians for his calm demeanor under pressure, honesty, loyalty, modesty, and talented statesmanship during his tenure under President Grant, briefly serving under President Hayes. The hallmark of his career was the Treaty of Washington, peacefully settling the Alabama Claims. Fish also ably handled the Virginus incident, keeping the United States out of war with Spain. Fish's lesser-known, but successful South American détente and armistice, has been forgotten by historians. Fish, while Secretary of State, lacked empathy for the plight of African Americans, and opposed annexation of Latin American countries. Fish has been traditionally viewed to be one of America's top ranked Secretaries of State by historians. Fish's male descendants would later serve in the U.S. House of Representatives for three generations.
Early life and education
Fish was born on August 3, 1808, in what is the present-day Hamilton Fish House in Greenwich Village in New York City, to Nicholas Fish and Elizabeth Stuyvesant, a daughter of Peter Stuyvesant and direct descendant of New Amsterdam's Director-General Peter Stuyvesant. He was named after his parents' friend Alexander Hamilton, a Founding Father and the nation's first U.S. Secretary of the Treasury under George Washington. Nicholas Fish (1758–1833) was a leading Federalist politician and notable figure of the American Revolutionary War. Colonel Fish was active in the Yorktown Campaign, which featured the final battles of the American Revolutionary War and led to the surrender of Lord Cornwallis and American independence. Peter Stuyvesant was a prominent founder of New York, then a Dutch Colony, and his family owned much property in Manhattan.
Fish received his primary education at M. Bancel, a private school. In 1827, Fish graduated from Columbia College, having obtained high honors. At Columbia, Fish became fluent in French, a language that would later help him as U.S. Secretary of State. After his graduation, Fish studied law for three years in the law office of Peter A. Jay, served as president of the Philolexian Society, and was admitted to the New York bar in 1830, practicing briefly with William Beach Lawrence. Influenced politically by his father, Fish aligned himself to the Whig Party. He served as commissioner of deeds for the city and county of New York from 1831 through 1833, and was an unsuccessful Whig candidate for New York State Assembly in 1834.
On December 15, 1836, Fish married Julia Kean, a sister of Col. John Kean, both descendants of William Livingston, a New Yorker who went on to become New Jersey's first governor. The couple's lengthy married life was described as happy and Mrs. Fish was known for her "sagacity and judgement." The couple had three sons and five daughters.
Career
New York political career
U.S. Congress
For eight years after his defeat as a Representative in the New York State Assembly, Fish was reluctant to run for office. However, Whig party leaders in 1842 convinced him to run for the House of Representatives. In November, Fish was elected to the House of Representatives; having defeated Democrat John McKeon and serving in the 28th Congress from New York's 6th District between 1843 and 1845. The Whigs at this time were in the minority in the House; however, Fish gained valued national experience serving on the Committee of Military Affairs. Fish failed to win a re-election bid for a second term in the House.
Lieutenant governor
Fish was the Whig candidate for Lieutenant Governor of New York in 1846, but was defeated by Democrat Addison Gardiner who had been endorsed by the Anti-Rent Party. Leasing farmers in New York refused to pay rent to large land tract owners and sometimes resorted to violence and intimidation. Fish had opposed the Anti-Rent Party for the use of illegal tactics not to pay rent. Gardiner was elected in May 1847 a judge of the New York Court of Appeals and vacated the office of lieutenant governor. Fish was then in November 1847 elected to fill the vacancy, and was Lieutenant Governor in 1848. Lieut. Gov. Fish had a favorable reputation for being "conciliatory" and for his "firmness" over the New York Senate.
Governor
In November 1848, he was elected Governor of New York, defeating John A. Dix and Reuben H. Walworth, and served from January 1, 1849, to December 31, 1850. At 40 years of age, Fish was one of the youngest governors to be elected in New York history. Fish advocated and signed into law free public education facilities throughout New York state. He also advocated and signed into law the building of an asylum and school for the intellectually disabled. During his tenure the canal system in the state of New York was increased. In 1850, Fish recommended that the state legislature form a committee to collect and publish the Colonial Laws of New York. None of the bills that Governor Fish vetoed were overturned by the New York legislature. In his annual messages Fish spoke out against the extension of slavery from land acquired from the Mexican–American War, including California and New Mexico. His anti-slavery messages gave Fish national attention and President Zachary Taylor, also a Whig, was going to nominate Fish to the Treasury Department in a cabinet shakeup. However Taylor died in office before he could nominate Fish. Despite his national popularity Fish was not renominated for Governor.
U.S. Senator
After Fish retired from office as governor, he did not openly seek the nomination to be elected U.S. Senator. However, Fish's supporters, the William H. Seward-Thurlow Weed Whigs, in January 1851 nominated him as a candidate for U.S. Senator. A deadlock ensued over his nomination because one New York legislature Whig Senator was upset about Fish not publicly supporting the Compromise of 1850. Before the election Fish had only stated government should enforce the laws. Although Fish did not favor the spread of slavery he was hesitant to support the free soil movement. Finally, when two Democratic Senators who were against Fish's nomination were conspicuously absent, the Senate took action and voted. On March 19, 1851, Fish was elected a U.S. Senator from New York and he took his seat on December 1, serving alongside future Secretary of State William H. Seward.
In the U.S. Senate, he was a member of the U.S. Senate Committee on Foreign Relations until the end of his term on March 4, 1857. Fish became friends with President Franklin Pierce's Secretary of State William L. Marcy and Attorney General Caleb Cushing. He was a Republican for the latter part of his term and was part of a moderately anti-slavery faction. During the 1850s, the Republican Party replaced the Whig Party as the central party against the Democratic Party. By 1856, Fish privately considered himself a Whig although he knew that the Whig Party was no longer viable politically. Fish was a quiet Senator, rather than an orator, who liked to keep to himself. Fish often was in disagreement with Senator Sumner, who was firmly opposed to slavery and advocated equality for blacks. His policy was to vote for legislation on the side of "justice, economy, and public virtue." He strongly opposed the repeal of the Missouri Compromise. Fish often voted with the Free Soil faction and was strongly against the Kansas-Nebraska Bill. In February 1855, merchants represented by Moses H. Grinnell, criticized Fish's bill on immigration and maritime commerce. Fish's bill was designed to protect Irish and German immigrants who were dying on merchant ships during oceanic passage to America. The merchants believed that Fish's bill was oppressive to commercial interests over human interests.
During his tenure, the nation and Congress were in tremendous political upheaval over slavery, that included violence, disorder, and disturbances of the peace. In 1856, pro-slavery advocates invaded Kansas and used violent tactics against those who were anti-slavery. In May 1856, Senator Charles Sumner was viciously attacked by Preston Brooks in the Senate Chamber. At the expiration of his term, he traveled with his family to Europe and remained there until shortly before the opening of the American Civil War, when he returned to begin actively campaigning for the election of Abraham Lincoln. While in France, Fish studied foreign policy with diplomats and distinguished Americans, and gained valuable experience that would eventually benefit his tenure as U.S. Secretary of State.
American Civil War
Fish had several important roles during the American Civil War. Fish's private secretary was involved in the attempt of the merchant ship Star of the West to bring relief supplies to Fort Sumter in Charleston harbor. During this period, Fish often met with General Winfield Scott, commander-in-chief of the US Army. Fish was dining with Scott in New York when a telegram reported that Confederates had fired on Star of the West. Fish said that this meant war; Scott replied "Don't utter that word, my friend. You don't know what a horrid thing war is."
In 1861–1862, Fish participated in the Union Defense Committee of the State of New York, which cooperated with New York City in raising and equipping Union Army troops, and disbursed more than $1 million for the relief of New York volunteers and their families. The committee included chairman John A. Dix, William M. Evarts, William E. Dodge, A.T. Stewart, John Jacob Astor, and other New York men. Fish was appointed chairman of the committee after Dix joined the Union Army.
In 1862, President Lincoln appointed Fish and Bishop Edward R. Ames as commissioners to visit Union prisoners in Richmond, Virginia. The Confederate government, however, would not allow them to enter the city. Instead, Fish and Rev. Ames started the prisoner exchange program which continued virtually unchanged throughout the war. After the war ended, Fish went back to private practice as a lawyer in New York.
From 1860 to 1869, Fish was trustee of The Bank for Savings in the City of New-York stepping down from that role when he became US Secretary of State.
U.S. Secretary of State
Fish was appointed Secretary of State by President Ulysses S. Grant and served between March 17, 1869, and March 12, 1877. He was President Grant's longest-serving Cabinet officer. Upon assuming office in 1869, Fish was initially underrated by some statesmen including former Secretaries of State William H. Seward and John Bigelow. Fish, however, immediately took on the responsibilities of his office with diligence, zeal, and intelligence. Fish's tenure as Secretary of State was lengthy, almost eight years, and he had to contend with many foreign policy issues including the Cuban insurrection, the Alabama Claims, and the Franco-Prussian War.
During Reconstruction, Fish was not known to sympathize with Grant's policy to eradicate the Ku Klux Klan, racism in the Southern states, and promote African American equality. Fish complained of being bored at Grant's cabinet meetings when Grant's U.S. Attorney General Amos T. Akerman told of atrocities of the Klan against black citizens.
Alabama Claims
Throughout Fish's tenure during Grant's first term in office, Fish periodically threatened to resign. After Fish's and Grant's high-water mark accomplishment of settling the Alabama Claims, Fish told Grant he would resign on August 1, 1871. Grant, however, needed Fish's professional advice and pleaded with Fish to remain in office. Grant told Fish he could not replace him. Fish remained in office, 13 years Grant's senior, even under ill health.
When Fish assumed office he immediately began a series of reforms in the Department of State. After appropriations were given to his office by Congress, Fish cataloged and organized 700 volumes of miscellaneous State Department documents and created the Bureau of Indexes and Archives. Fish introduced indexing of State Department files so subordinates could easily find documents. Fish implemented civil service reform by having State Department applicants be required to pass an entry examination before being appointed consultant. This policy was sometimes hampered, since President Grant could appoint any person to office without the person having to take an examination. However, the policy of testing overall improved the staff at the State Department. Fish's methods of organization included disciplined staff and prompt copying of dispatches.
The method of record keeping, however, was cumbersome and had remained unchanged since John Quincy Adams' presidency. Rather than world regions, countries were listed in alphabetical order; the correspondence was embedded in bound diplomatic and consular category archives, rather than by subject matter. Added to countries' information was a miscellaneous category filed chronologically. This resulted in a tedious and time-consuming process to make briefings for Congress. Diplomatic ministers, only 23 in 1877, were not kept informed of current world events that took place in other parts of the world.
By 1869, Cuban nationals were in open rebellion against their mother country Spain, due to the unpopularity of Spanish rule. American sentiment favored the Cuban rebels and President Grant appeared to be on the verge of acknowledging Cuban belligerency. Fish, who desired settlement over the Alabama Claims, did not approve of recognizing the Cuban rebels, since Queen Victoria and her government had recognized Confederate belligerency in 1861. Recognizing Cuban belligerency would have jeopardized settlement and arbitration with Great Britain. In February 1870, Senator John Sherman authored a Senate resolution that would have recognized Cuban belligerency. Working behind the scenes Fish counseled Sherman that Cuban recognition would ultimately lead to war with Spain. The resolution went to the House of Representatives and was ready to pass, however, Fish worked out an agreement with President Grant to send a special message to Congress that urged not to acknowledge the Cuban rebels. On June 13, 1870, the message written by Fish was sent to Congress by the President and Congress, after much debate, decided not to recognize Cuban belligerency. President Grant continued the policy of Cuban belligerent non recognition for the rest of his two administrations. This policy, however, was tested in 1873 with the Virginius Affair.
Annexation of Santo Domingo
After President Grant assumed office on March 4, 1869, one of his immediate foreign policy interests was the annexation of the Caribbean island nation of the Dominican Republic, at that time referred to as Santo Domingo, to the United States. Grant believed the annexation of Santo Domingo would increase the United States' mineral resources and alleviate the effects of racism against African Americans in the South. Hamilton Fish, though loyal to Grant, racially opposed annexation of Latin American countries, saying "the incorporation of those peopled by the Latin race would be but the beginnings of years of conflict and anarchy." The divided island nation, run by mulatto leader President Buenaventura Báez, had been troubled with civil strife. Báez had controversially imprisoned an American citizen, Davis Hatch, for speaking out against the Báez government, susceptible to a Haitian military take over.
Fish told Grant that the U.S. Senate would not be ready to pass a Santo Domingo annexation treaty. In April 1869, Fish gave Grant's private secretary Orville Babcock "special agent" status to search the island. Babcock, a military aide, who had served with merit in the Civil War, was a proponent of annexation, and racially open to annexing a Latin American mixed race country, by the United States. In September 1869, Babcock made a preliminary treaty that would annex Santo Domingo to the United States and give it the opportunity to apply for statehood. In October 1869, Fish drew up a formal treaty that included: a $1,500,000 payment of the Dominican national debt; Samaná Bay would be leased to the United States for $150,000 yearly payment; Santo Domingo would eventually be given statehood.
In a private conference with Grant, Fish agreed to support the Santo Domingo annexation if Grant sent Congress a non-belligerency statement not to get involved with the Cuban rebellion against Spain. Charles Sumner, chairman of the Senate Foreign Relations Committee, was against the treaty, believing that Santo Domingo needed to remain independent, and that racism against U.S. black citizens in the South needed to be dealt with in the continental United States. Sumner believed that blacks on Santo Domingo did not share Anglo-American values. On January 10, 1870, Grant submitted the Santo Domingo treaty to the United States Senate. Fish believed senators would vote for annexation only if statehood was withdrawn; however, President Grant refused this option. The Senate took its time deliberating, and finally rejected the treaty on June 30, 1870. Eighteen senators led by Charles Sumner defeated the treaty. Grant, angered at Sumner's refusal to support the treaty, fired Sumner's friend J. Lothrop Motley, Grant's ambassador to England, for disregarding Fish's instructions regarding the Alabama Claims. Grant believed that Sumner had in January 1870 stated his support for the Santo Domingo treaty. Sumner was then deprived of his chairmanship of the Senate Foreign Relations Committee in 1871 by Grant's allies in the Senate.
1870: Colombian inter-oceanic canal treaty
President Grant and Secretary Fish were interested in establishing an inter-oceanic canal through Panama. Secretary Fish organized a treaty signing on January 26, 1870, in Bogota between the United States and Colombia that established a Panama route for the inter-oceanic canal. The Colombian Senate, however, amended the treaty so much that the strategic value of the inter-oceanic canal construction became ineffective. As a result, the United States Senate refused to ratify the treaty.
1871: Treaty of Washington
During the previous administration of President Andrew Johnson, Secretary of State Seward attempted to resolve the Alabama Claims with the Johnson-Clarendon convention and treaty. The Alabama Claims had arisen out of the American Civil War, when Confederate raiding ships built in British ports (most notably the C.S.S. Alabama) had sunk a significant number of Union merchant ships. Sumner also stated the Civil War would have ended by 1863 if the British weren't complicit in allowing its blockade runners to smuggle hundreds of thousands of weapons through the Union blockade to the Confederacy. As such, Sumner demanded that Britain pay $2 billion or simply cede Canada to the United States for the Alabama Claims.
The Johnson-Clarendon treaty, presented to Congress by President Ulysses S. Grant, was overwhelmingly defeated by the Senate and the claims remained unresolved. Anglophobia led by Charles Sumner was at an all-time high when Fish became Secretary of State. In late 1870, an opportunity arrived to settle the Alabama Claims under Prime Minister William Gladstone. Fish, who was determined to improve relations with Britain, along with President Grant and Senate supporters, had Charles Sumner removed by vote from the Senate Foreign Relations Committee, and the door was open for renewed negotiations with Britain.
On January 9, 1871, Fish met with British representative Sir John Rose in Washington and an agreement was made, after much negotiation, to establish a Joint Commission to settle the Alabama Claims to be held in Washington under the direction of Hamilton Fish. At stake was the financing of America's debt with British bankers during the Civil War, and peace with Britain was required. On February 14, 1871, both distinguished High Commissioners representing Britain, led by the Earl of Ripon, George Robinson, and the United States, led by Fish, met in Washington, D.C., and negotiations over settlement went remarkably well. Also representing Britain was Canadian Prime Minister John A. Macdonald. After 37 meetings, on May 8, 1871, the Treaty of Washington was signed at the State Department and became a "landmark of international conciliation". The Senate ratified the treaty on May 24, 1871. On August 25, 1872, the settlement for the Alabama claims was made by an international arbitration committee meeting in Geneva and the United States was awarded $15,500,000 (~$ in ) in gold only for damage done by the Confederate warships. Under the treaty settlement over disputed Atlantic fisheries and the San Juan Boundary (concerning the Oregon boundary line) was made. The treaty was considered an "unprecedented accomplishment", having solved border disputes, reciprocal trade, and navigation issues. A friendly perpetual relationship between Great Britain and America was established, with Britain having expressed regret over the Alabama damages.
1871: South American détente and armistice
On April 11, 1871, a peace-trade conference, presided over by Hamilton Fish, was held in Washington D.C., between Spain and the South American republics of Peru, Chile, Ecuador, and Bolivia, which resulted in an armistice between the countries. These countries had been in a "technical" state of war since 1866, and the United States in 1871 served as mediator under the direction of Hamilton Fish. Representing Spain was Mauricio Lopez Roberts; Manuel Freyer represented both Peru and Bolivia; Joaquín Godoy represented Chile; and Antonio Flores represented Ecuador. President Grant gave Fish full powers to control negotiations at the détente meeting between the five countries. The signed armistice treaty consisted of seven articles; hostilities were to cease for a minimum of three years and the countries would allow commercial trade with neutral countries.
1871: Korean expedition and conflict
In 1871, Korea was known as the "Hermit Kingdom", a country determined to remain isolated from other nations, specifically from commerce and trade from Western nations, including the United States. In 1866, U.S. relations with Korea were troubled when Christian missionaries were beheaded by the Korean Daewongun, regent to King Kojong, and the crew of the General Sherman, a U.S. trading ship, were massacred. Secretary Seward, under President Johnson, demanded redress for what was perceived as the outrageous actions of the Korean government. U.S. Naval warships were ordered to the Orient, however, when Seward's term ended in 1869, he was unable to organize a naval expedition. When Fish took office, he organized the Korean naval expedition and broadened the purposes. In April 1871, Fish ordered Frederick F. Low, minister to China, to take the Asiatic Fleet and voyage to Seoul. The purpose of the expedition was to seek retribution for the assaulted sailors and to open up a commercial treaty with the King of Korea. Fish had told the fleet not to use force unless the honor of the U.S. flag was infringed by the Koreans.
On May 8, 1871, Low and Rear Admiral John Rodgers, commander of the Asiatic Squadron, voyaged to Korea with five warships, 85 guns, and 1,230 sailors and marines. On May 16, the naval squadron reached Nagasaki Bay, and a week later lowered anchor near the mouth of the Han River. The Koreans sent unofficial representatives to stall for time and hope the American squadron would leave. In June, the American fleet was performing a nautical survey and was fired upon by the Korean forts on the Han River leading to Seoul. The American fleet fired back, damaging the forts. The Americans demanded an apology on the grounds that the honor of the American flag had been violated. On June 10, a U.S. military expedition was launched after the Koreans failed to apologize for the attack; the objective was to destroy the Korean forts on Ganghwa Island. The U.S.S. Monocacy pounded the forts with 9 inch guns while 546 sailors and 105 marines landed on the island and captured and destroyed the Korean forts. The "Citadel" fortress, on a steep 115-foot hillside, put up the stiffest resistance to the American troops, who fought in hand-to-hand combat with the Korean Tiger Hunters. All of the Korean forts taken were destroyed and leveled on June 11. Three hundred fifty Korean Tiger Hunters were killed, compared with only one American officer and two American sailors. Lieut. Hugh W. McKee was the first U.S. Navy officer to die in battle in Korea.
The Asiatic Squadron remained on the Han River for three weeks, but the Koreans would not open negotiations for a commercial treaty. As the American squadron left, the Koreans believed that they had won a great victory over the Americans. The attempt to open Korea up to trade was similar to how Commodore Matthew Perry in 1854 had approached the opening of Japan. Korea, however, proved to be more isolated than Japan. In 1881, Commodore Robert W. Shufeldt, without using a naval fleet, went to a more conciliatory Korean government and made a commercial treaty. The U.S. was the first Western nation to establish formal trade with Korea.
1873: Virginius affair
During the 1870s, Cuba was in a state of rebellion against Spain. In the United States, Americans were divided on whether to militarily aid the rebel Cubans. Many jingoists believed the United States needed to fight for the Cuban rebels and pressured the Grant Administration to take action. A privately owned ship, the Virginius, was used to run guns, ammunition, and vital supplies to the Cuban rebels. The captain of the Virginius was Joseph Fry, former officer of the Confederate and Federal Navies. On October 31, 1873, the Virginius was run down in neutral waters by the Spanish warship, the Tornado, off of Morant Bay, Jamaica. After being hit, the Virginius took on water and was forced to surrender to the Spanish authorities. The 103 crew members consisted of Cuban rebel recruits and 52 American and British citizens. The Spanish hauled down and trampled the American flag, and brought the prisoners to Santiago. A total of 53 Virginius crew members were executed by the Spanish authorities. The Spanish finally stopped the carnage as a British warship appeared with guns ready to fire on Santiago. The American Navy, at this time, although formidable worldwide, was in decline after the American Civil War.
When news reached the United States of the executions, President Grant and Secretary Fish were forced to make an immediate response. Many Americans demanded a full-scale war with Spain. Fish found out that the registration was falsified under American ownership, however, the executions of Americans demanded action. Fish coolly handled the situation, calling upon Spanish minister, Admiral José Polo de Bernabé in Washington D.C., and holding a conference. A settlement was made where Spain relinquished the severely damaged Virginius to the U.S. Navy, while survivors were released that included 13 Americans. The Spanish Captain who ordered the executions was censured, and Spain paid $80,000 reparations to American families whose family members were executed in Santiago. The national honor of both Spain and the United States was preserved and it was chiefly due to the restraint and moderation of Fish and Bernabé that a satisfactory settlement of the Virginius Affair was reached by the United States and Spain.
1875: Hawaiian reciprocal trade treaty
Fish also negotiated the Reciprocity Treaty of 1875 with the Hawaiian Kingdom under the reign of King Kalākaua. Hawaiian sugar was made duty-free, while the importation of manufactured goods and clothing was allowed into the island kingdom. By opening Hawaii to free trade the process for annexation and eventual statehood into the United States had begun.
1876: Liberian-Grebo War
The U.S. settled the Liberian-Grebo War in 1876 when Hamilton Fish dispatched the USS Alaska, under President Grant's authority, to Liberia. Liberia was in practice an American colony. U.S. envoy James Milton Turner, the first African American ambassador, requested a warship to protect American property in Liberia. Turner, bolstered by U.S. naval presence in harbor and support of the USS Alaska captain, negotiated the incorporation of Grebo people into Liberian society and the ousting of foreign traders from Liberia.
1876: Republican convention
As the 1876 Republican convention approached during the U.S. presidential election, President Grant, unknown to Fish, had written a letter to Republican leaders to nominate Fish for the Presidential ticket. The letter was never read at the convention and Fish was never nominated. President Grant believed that Fish was a good compromise choice between the rival factions of James G. Blaine and Roscoe Conkling. Cartoonist Thomas Nast drew a caricature of Fish and Rutherford B. Hayes as the Republican Party ticket. Fish, who was ready to retire to private life, did not desire to run for president and was content at returning to private life. Fish found out later that President Grant had written the letter to the convention.
1877: Nicaragua inter-oceanic canal negotiations
President Grant at the close of his second term, and Secretary Fish, remained interested in establishing an inter-oceanic canal treaty. Fish and the State Department negotiated with a special envoy from Nicaragua in February 1877 for an inter-oceanic treaty. Negotiations, however, failed as the status of the neutral zone could not be established.
Later life and health
After leaving the Grant Cabinet in 1877 and briefly serving under President Hayes, Fish retired from public office and returned to private life practicing law and managing his real estate in New York City. Fish was revered in the New York community and enjoyed spending time with his family.
Fish resided in Glen Clyffe, his estate near Garrison, New York, in Putnam County, New York, in the Hudson River Valley. His health remained good until around 1884, having suffered from neuralgia.
Death, funeral, and burial
On September 6, 1893, Fish had retired from the evening having played cards with his daughter. The following morning on September 7, Fish, at the age of 85, suddenly died. His death was attributed to advanced age.
On September 11, 1893, Fish was buried in Garrison at St._Philip%27s_Church_in_the_Highlands Cemetery under waving trees on the hills along the Hudson River shoreline. He was buried next to his wife and oldest daughter near the grave of Edwards Pierrepont, President Grant's U.S. Attorney General. Many notable persons attended Fish's funeral, and Bishop Potter conducted services. Julia Grant, widowed wife of Grant, attended Fish's funeral.
Historical reputation
Charles Francis Adams described Fish as "a quiet and easy-going man; but, when aroused, by being, as he thought, 'put upon', he became very formidable. Neither was it possible to placate him." Fish's 20th Century biographer, A. Elwood Corning, stated that Fish was free from "petty jealousies and prejudices which so often drag the reputation of statesmen down to the level of politicians" and that Fish "used the language and practiced the manners of a gentleman." As an invaluable member of the Grant Administration, Fish commanded "men's confidence, and respect by his firmness, candor, and justice."
A survey of scholars in the December 1981 American Heritage magazine ranked Fish third on a list of top ten Secretaries of State, noting his settlement of the Alabama Claims in 1871, his settlement of the Virginius Incident, and his role in the Hawaiian treaty ratified by the Senate in 1875.
There is a memorial to Fish at the Cathedral of All Saints (Albany, New York). The Hamilton Fish Newburgh-Beacon Bridge, which spans the Hudson River 50 miles north of New York City between Dutchess and Orange Counties, is named after Fish.
Fish was a long time member of the New York Society of the Cincinnati by right of his father's service as an officer in the Continental Army. Fish succeeded to his father's seat in the Society upon his father's death in 1833. In 1848, Fish became the Vice President General of the national society and, in 1854, he became its president general. In 1855, Fish was elected president of the New York Society. Fish served as both president general of the national society and president of the New York Society until his death in 1893. His 39-year tenure in office as president general is by far the longest of in Society of the Cincinnati history.
Notable descendants
Three of Fish's direct descendants, all named Hamilton, served in the U.S. House of Representatives, representing New York state. Hamilton Fish II, Fish's son, served one term as U.S. Representative from 1909 to 1911. Fish II also served as assistant to his father at the U.S. State Department.
Hamilton Fish III, Fish's grandson, served as U.S. Representative from 1920 to 1945. Hamilton Fish IV, Fish's great-grandson, served as U.S. Representative from 1969 to 1995. Another son Stuyvesant Fish was an important railroad executive. Another son, Nicholas Fish II, was a U.S. diplomat, who was appointed second secretary of legation at Berlin in 1871, became secretary in 1874, and was chargé d'affaires at Berne in 1877–1881, and minister to Belgium in 1882–1886, after which he engaged in banking in New York City. Hamilton Fish, Fish's grandson by Nicholas, was an 1895 graduate of Columbia College, saw service in the Spanish–American War as one of the storied Rough Riders. He was the first member of that regiment to be killed in action, at the Battle of Las Guasimas, Cuba.
His great nephew Thomas Kean was New Jersey governor from 1982 until 1990 and chairman of the 9/11 Commission following the September 11, 2001 attacks.
References
Sources
Books
scholarly review and response by Calhoun at
Journals and newspapers
American Heritage
The New York Times
Internet
Archives
External links
U-S-History.com: Article
Biography from Spartacus Educational
Desmond-Fish Library Public Library co-founded by Hamilton Fish IV. Library has many Fish family artifacts, papers and portraits on display.
LiSA (Livingston–Svirsky Archive) Contains many online documents on the Fish Family.
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https://en.wikipedia.org/wiki/Venezuelan%20bol%C3%ADvar
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Venezuelan bolívar
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The bolívar is the official currency of Venezuela. Named after the hero of Latin American independence Simón Bolívar, it was introduced following the monetary reform in 1879, before which the venezolano was circulating. Due to its decades-long reliance on silver and gold standards, and then on a peg to the United States dollar, it was considered among the most stable currencies and was internationally accepted until 1964, when the government decided to adopt a floating exchange rate instead.
Since 1983, the currency has experienced a prolonged period of high inflation, losing value almost 500-fold against the US dollar in the process. The depreciation became manageable in the mid-2000s, but it still stayed in double digits. It was then, on 1 January 2008, that the hard bolívar (bolívar fuerte in Spanish, sign: Bs.F, code: VEF) replaced the original bolívar (sign: Bs; code: VEB) at a rate of Bs.F 1 to Bs. 1,000 (the abbreviation Bs. is due to the first and the final letters of the plural form of the currency's name, bolívares).
The value of the hard bolívar, pegged to the US dollar, did not stay stable for long despite attempts to institute capital controls. Venezuela entered another period of abnormally high inflation in 2012, which the country has not exited . The central bank stuck to the pegged subsidised exchange rate until January 2018, which was overpriced so people began using parallel exchange rates despite a ban on publishing them. From 2016 to 2019 and again in 2020, the currency experienced hyperinflation for a total period of 38 months.
The rampant inflation prompted two redenominations. The first occurred in August 2018, when Bs.F 100,000 were exchanged for 1 sovereign bolívar (bolívar soberano in Spanish, sign: Bs.S, code: VES), and another one happened on 1 October 2021, but called "Nueva expresión monetaria" or new monetary expression, which removes 6 zeros from the currency without affecting its denomination but did introduce a new ISO code VED at a rate of Bs.S 1,000,000 = Bs.D 1, thus making Bs.D 1 worth Bs. 100,000,000,000,000 (1014, or Bs. 100 trillion in short scale)
Both currencies are in circulation, though the economy has undergone extensive currency substitution, so the majority of transactions happen in US dollars, or, to a lesser extent, the Colombian peso.
History
Bolívar
The bolívar is named after the hero of Latin American independence Simón Bolívar. The bolívar was adopted by the monetary law of 1879, replacing the short-lived venezolano at a rate of five bolívares to one venezolano. Initially, the bolívar was defined on the silver standard, equal to 4.5 g fine silver, following the principles of the Latin Monetary Union. The monetary law of 1887 made the gold bolívar unlimited legal tender, and the gold standard came into full operation in 1910. Venezuela went off gold in 1930, and in 1934, the bolívar exchange rate was fixed in terms of the US dollar at a rate of Bs. 3.914 = US$1, revalued to Bs. 3.18 = 1 US dollar in 1937, a rate which lasted until 1941. Until 18 February 1983 (now called , Spanish for Black Friday, by many Venezuelans), the bolívar had been the region's most stable and internationally accepted currency. It then fell prey to high devaluation.
Exchange controls were imposed on February 5, 2003, to limit capital flight. The rate was pegged to the US dollar at a fixed exchange rate of Bs. 1,600 to the dollar.
Hard bolívar
The government announced on 7 March 2007 that the bolívar would be redenominated at a ratio of 1,000 to 1 on 1 January 2008 and renamed the bolívar fuerte, or hard bolívar in an effort to facilitate the ease of transaction and accounting. The newer name literally means "hard bolívar", as in hard currency, and in reference to an old coin called the peso fuerte worth 10 Spanish reales. The alternate meaning of "strong" was also used by the government in promotional material The official exchange rate is restricted to individuals by CADIVI, which imposes an annual limit on the amount available for travel.
Since the government of Hugo Chávez established strict currency controls in 2003, there have been a series of five currency devaluations, disrupting the economy. On 8 January 2010, the value was changed by the government from the fixed exchange rate of Bs.F 2.15 to Bs.F 2.60 for some imports (certain foods and healthcare goods) and Bs.F 4.30 for other imports like cars, petrochemicals, and electronics. On 4 January 2011, the fixed exchange rate became Bs.F 4.30 for US$1.00 for both sides of the economy. On 13 February 2013 the hard bolívar was devalued to Bs.F 6.30 per US$1 in an attempt to counter budget deficits. On 18 February 2016, President Maduro used his newly granted economic powers to devalue the official exchange rate of the hard bolívar from Bs.F 6.30 per US$1 to Bs.F 10 per US$1, which is a 37% depreciation against the US dollar.
The hard bolívar entered hyperinflation in November 2016.
On January 26, 2018, the government retired the protected and subsidized Bs.F 10 per US$1 exchange rate that was highly overvalued as a result of rampant inflation. On February 5, 2018, the Central Bank of Venezuela announced a devaluation, with the exchange rate going to Bs.F 25,000 per US$. This made the hard bolívar the second-least-valued circulating currency in the world based on the official exchange rate, behind only the Iranian rial, and between September 2017 and August 2018, according to the informal exchange rate, the hard bolívar was the least-valued circulating currency unit in the world.
The official exchange rate stood at Bs.F 248,832 to US$1 as of August 10, 2018, making it the least-valued circulating currency in the world based on official exchange rates.
In June 2018, the government authorized a new exchange rate for buying, but not selling, currency. On August 13, 2018, the rate was Bs.F 4,010,000 to US$1, according to ZOOM Remesas.
Sovereign bolívar
On 22 March 2018, President Nicolás Maduro announced a new monetary reform program, with a planned revaluation of the currency at a ratio of 1,000 to 1. The change was to be made effective from 4 June 2018.
In May 2018, the government required prices to be expressed in both hard bolívares and sovereign bolívares at the then-planned rate of 1,000 to 1. For example, one kilogram of pasta was shown with a price of Bs.F 695,000 and Bs.S 695. Prices expressed in the new currency were rounded to the nearest 50 céntimos as that was expected to be the lowest denomination in circulation at launch. The rounding created difficulties because some items and sales qualities were priced at significantly less than Bs.S 0.50; for example a litre of gasoline and a Caracas Metro ticket typically cost Bs.S 0.06 and Bs.S 0.04, respectively.
The change in currency was originally scheduled for June 4, 2018. The President delayed the planned June launch date of the sovereign bolívar, citing from Aristides Maza, "the period established to carry out the conversion is not enough". The revaluation was rescheduled to 20 August 2018, and the rate changed to 100,000 to 1, with prices being required to be expressed at the new rate starting 1 August 2018.
On 20 August 2018, the Maduro government launched the new sovereign bolívar currency, with Bs.S 1 worth Bs.F 100,000. New coins in denominations of 50 céntimos and Bs.S 1, and new banknotes in denominations of Bs.S 2, Bs.S 5, Bs.S 10, Bs.S 20, Bs.S 50, Bs.S 100, Bs.S 200 and Bs.S 500 were introduced. Under the country's official fixed exchange rate to the US dollar the new currency was devalued by roughly 95% compared to the old hard bolívar. The day was declared a bank holiday to allow the banks to adjust to the new currency. Initially, during a transition period the sovereign bolívar was to be run alongside the hard bolívar. However, from the start of the transition, on 20 August, hard bolívar notes of Bs.F 500 and less could not be used; only deposited at banks.
Concurrently with the release of the new currency, the minimum wage was raised to Bs.S 1,800 per month, a 33-fold increase, and sales tax increased from 12% to 16%.
Additionally, the sovereign bolívar is supposed to have a fixed exchange rate to the petro cryptocurrency, with a rate of Bs.S 3,600 to one petro; a peg of petro and sovereign bolívar was announced by Maduro as early as August 2018. The petro is supposedly tied to the price of a barrel of oil (about US$60 in August 2018). As of the end of August 2018, there is no evidence that the cryptocurrency is being traded. Petro is regarded by many as a scam.
Following the introduction of the sovereign bolívar, inflation increased from 61,463 percent on 21 August 2018 to 65,320 percent on 22 August 2018. By 24 August 2018, the introduction of the sovereign bolívar had not prevented hyperinflation. According to inflation analyst Steve Hanke, between 18 August and 21 August 2018, the inflation rate increased from 48,760% percent to 65,320%. In October 2021, the country will remove six zeroes from its currency while adapting a newer version of the bolivar currency system under a project known as "Digital bolivar".
Digital bolívar
A new bolívar, the digital bolívar, was introduced on 1 October 2021 at a rate of Bs.S 1,000,000 to Bs.D 1. This is not a replacement of the sovereign bolívar, since sovereign bolivar banknotes continued to be accepted at the established ratio of 1 million sovereign bolivars to 1 digital bolivar. The currency has the ISO 4217 currency code "VED".
Currency black market
The black (or parallel) market value of the hard bolívar and the sovereign bolívar has been significantly lower than the fixed exchange rate and other rates set by the Venezuelan government (SICAD, SIMADI, DICOM). In November 2013, it was almost one-tenth that of the official fixed exchange rate of Bs.F 6.30 per US dollar. In September 2014, the currency black market rate for the hard bolívar reached 100 VEF/USD; on 25 February 2015, it went over 200 VEF/USD. on 7 May 2015, it was over 275 VEF/USD and on 22 September 2015, it was over 730 VEF/USD. Venezuela still had the highest inflation rate in the world in July 2015. By 3 February 2016, this rate reached 1,000 VEF/USD. This rate surpassed 4,300 VEF/USD on 10 December 2016. It surpassed 10,000 VEF/USD on 28 July 2017, and on 7 September 2017, the rate surpassed 20,000 VEF/USD for the first time. Inflation accelerated, and on 1 December 2017, it reached 100,000 VEF/USD for the first time ever. The rate surpassed 200,000 VEF/USD on 18 January 2018, then 500,000 VEF/USD on 16 April, 1 million VEF/USD on 30 May, 2 million VEF/USD on 7 June, and 5 million VEF/USD on 16 August.
At the time of redenomination on 20 August 2018, the exchange rate was 59.21 VES/USD. By the end of the month it reached 87 VES/USD. The rate then surpassed 100 VES/USD on 3 October 2018, 1,000 VES/USD on 9 January 2019, 10,000 VES/USD on 19 July, 100,000 VES/USD on 6 April 2020, and reached the 1,000,000 VES/USD on 23 November 2020. According to DolarToday, the parallel exchange rate was 4,146,022 VES/USD as of 30 August 2021.
Exchange rate history
It is illegal to publish the "parallel exchange rate" in Venezuela. One popular website that has been publishing parallel exchange rates since 2010 is DolarToday, which has also been critical of the Maduro government. This table shows a condensed history of the parallel foreign exchange rate of the Venezuelan bolívar (hard and sovereign) to one United States dollar between 2012 and 2021, according to DolarToday.
Coins
Bolívar
In 1879, silver coins were introduced in denominations of Bs. , Bs. , Bs. 1, Bs. 2, and Bs. 5, together with gold Bs. 20. Gold Bs. 100 were also issued between 1886 and 1889. In 1894, silver Bs. coins were introduced, followed by cupro-nickel 5 and céntimos in 1896.
In 1912, production of gold coins ceased, whilst production of the Bs.5 ended in 1936. In 1965, nickel replaced silver in the 25 and 50 céntimos, with the same happening to the 1 and 2 bolívares in 1967. In 1971, cupro-nickel 10 céntimo coins were issued, the céntimos having last been issued in 1958. A nickel Bs. 5 was introduced in 1973. Clad steel (first copper, then nickel and cupro-nickel) was used for the 5 céntimos from 1974. Nickel clad steel was introduced for all denominations from 25 céntimos up to 5 bolívares in 1989.
In 1998, after a period of high inflation, a new coinage was introduced in denominations of Bs. 10, Bs. 20, Bs. 50, Bs. 100 and Bs. 500.
The former coins were:
Bs. 10
Bs. 20
Bs. 50
Bs. 100
Bs. 500
Bs. 1,000 (minted 2005, issued late 2006, incorrectly rumoured as recalled due to official Coat of Arms change during the interval)
All the coins had the same design. On the obverse the left profile of the Libertador Simón Bolívar is depicted, along with the inscription "Bolívar Libertador" within a heptagon, symbolizing the seven stars of the flag. On the reverse the coat of arms is depicted, circled by the official name of the country, with the date and the denomination below. In 2001, the reverse design was changed, putting the denomination of the coin at the right of the shield of the coat of arms, surrounded in a semicircle by the official name of the country and the year of its issue below.
Hard bolívar
Coins of the hard bolívar were in denominations of 1, 5, 10, , 25, 50 céntimos, and Bs.F 1. They were quickly rendered obsolete by high inflation. It may be noticed that there was a -céntimo coin and a 1-céntimo coin, but no -céntimo coin. Therefore, giving correct change for a purchase of, say, céntimos would require using a -céntimo coin and getting 8 céntimos back.
In December 2016, it was announced that coins of Bs.F 10, Bs.F 50, and Bs.F 100 would enter circulation. These three coins would replace the banknotes of the same denominations.
Sovereign bolívar
Sovereign bolívar coins were announced to be produced in denominations of 50 céntimos and Bs.S 1 (Bs.F 50,000 and Bs.F 100,000 respectively). These two coins were worthless by September 2019.
Digital bolívar
Coins of the Digital bolívar were issued on October 1, 2021 in denominations of 25 and 50 céntimos and 1 bolívar. The coins were introduced along with the redenomination of the currency from the Sovereign bolívar to the Digital bolívar.
Banknotes
Bolívar
In 1940, the Banco Central de Venezuela began issuing paper money, introducing denominations of Bs. 10, Bs. 20, Bs. 50, Bs. 100 and Bs. 500. Bs. 5 notes were issued between 1966 and 1974, when they were replaced by coins. In 1989, notes for Bs. 1, Bs. 2 and Bs. 5 were issued.
As inflation took hold, higher denominations of banknotes started being introduced: Bs. 1,000 in 1991, Bs. 2,000 and Bs. 5,000 in 1994, and Bs. 10,000, Bs. 20,000 and Bs. 50,000 in 1998. The first Bs. 20,000 banknotes were made in a green color similar to the one of the Bs. 2,000 banknotes, which caused confusion, and new banknotes were made in a new olive green color.
Starting from 2000, banknotes ranging from Bs. 5,000 to Bs. 50,000 were renamed to REPÚBLICA BOLIVARIANA DE VENEZUELA instead of BANCO CENTRAL DE VENEZUELA on the obverse, after the 1999 constitution was adopted. Moreover, banknotes of Bs. 10,000, Bs. 20,000 and Bs. 50,000 were updated in April 2006 after the National Assembly approved changes to the coat of arms, which were made official on March 12, 2006.
The following is a list of former Venezuelan bolívar banknotes:
Hard Bolívar
2008–2016 ("2007")
New banknotes of the series 2007–2015 with values of Bs.F 2 to Bs.F 100 were issued from 20 March 2007 until 5 November 2015 and became legal tender from 1 January 2008 to 20 August 2018. The greater the values, the longer re-issuing occurred. Only the Bs.F 50 and Bs.F 100 notes were re-issued in November 2015.
Bs.F 2: March 20, 2007 to October 29, 2013
Bs.F 5: March 20, 2007 to August 19, 2014
Bs.F 10: March 20, 2007 to August 19, 2014
Bs.F 20: March 20, 2007 to August 19, 2014
Bs.F 50: March 20, 2007 to November 5, 2015
Bs.F 100: March 20, 2007 to November 5, 2015
The obverse side is portrait-oriented, with the lower half carrying a portrait, while the reverse side is landscape-oriented, the left two thirds showing an animal in front of its habitat.
Re-issues retain the value-specific motifs, but the printing quality is different. The notes are printed by Casa de la Moneda Venezuela in Venezuela.
2016–17
High inflation, which was a part of Venezuela's economic collapse, caused the hard bolívar's value to plummet. The Bs.F 2 and Bs.F 5 notes were no longer found in circulation due to the hyperinflation, but remained legal tender. By December 2016, the Bs.F 100 note, the largest denomination, was only worth about US$0.23 on the black market.
On 7 December 2016, a new series of banknotes (recolors of the previous notes) in denominations of Bs.F 500, Bs.F 1,000, Bs.F 2,000, Bs.F 5,000, Bs.F 10,000, and Bs.F 20,000 were unveiled to the Venezuelan public. Days later on 11 December, President Nicolás Maduro who had been ruling by decree wrote into law that the Bs.F 100 would be pulled from circulation within 72 hours because "mafias" were allegedly storing those particular notes to drive inflation. With more than 6 billion Bs.F 100 notes issued consisting of 46% of Venezuela's issued currency, Maduro enacted an exchange for Venezuelan citizens to transfer all Bs.F 100 notes for Bs.F 100 coins while also blocking international travel to prevent the return of the bolívares that were supposedly stockpiled. The government justified the move claiming that the United States was working with crime syndicates to spirit away Venezuela's paper money to warehouses in Europe to cause the fall of the government. The government was thwarting this threat by withdrawing the notes from circulation. On 14 February 2017, Paraguayan authorities uncovered a 30-tonne stash of Bs.F 50 and Bs.F 100 notes totaling Bs.F 1.5 billion on its Brazilian border that had not yet been circulated. According to a United States Department of Defense adviser linked to The Pentagon, the Bs.F 1.5 billion was printed by Venezuela and destined for Bolivia, since unlike the implied exchange rate of thousands of hard bolívares equaling one United States dollar, the exchange rate was approximately 10 hard bolívares per dollar, making the value of the stash 419 times stronger, from US$358,000 to US$150 million. The Pentagon adviser further stated that the Venezuelan government tried to send the newly printed notes to be exchanged by the Bolivian government so Bolivia could pay 20% of its debt to Venezuela, and so Venezuela could use the US dollars for its own disposal.
On 3 November 2017, the Banco Central de Venezuela issued a Bs.F 100,000 note which is similar to the Bs.F 100 note of the 2007 series and the Bs.F 20,000 of the 2016 series, but with the denomination spelled out in full instead of adding an additional three zeros to the number 100. This denomination was worth US$2.42 using the unofficial exchange rate at the date of its release.
New banknotes of the 2016–17 series with values of Bs.F 500 to Bs.F 100,000 were issued from 7 December 2016 until 20 August 2018, the day when the sovereign bolívar was introduced. Notes from Bs.F 5,000 to Bs.F 100,000 were recently re-issued in December 2017.
Bs.F 500: August 18, 2016 to March 23, 2017
Bs.F 1,000: August 18, 2016 to March 23, 2017
Bs.F 2,000: August 18, 2016
Bs.F 5,000: August 18, 2016 to December 13, 2017
Bs.F 10,000: August 18, 2016 to December 13, 2017
Bs.F 20,000: August 18, 2016 to December 13, 2017
Bs.F 100,000: September 7, 2017 to December 13, 2017,
Maduro has announced that after the currency redenomination has carried out on 20 August 2018, these old denominations with a face value of 1,000 hard bolívares or higher will circulate in parallel with the new series of sovereign bolívar notes and will continue to be used for a limited time. Banknotes with a face value below BsF. 1,000 were withdrawn from circulation and ceased to be legal tender on 20 August 2018. They have to be deposited in local banks.
2018
By May 2018, the hard bolívar's banknotes represented very little value and they had become in short supply. Weighing scales could no longer convert mass to price and receipts could no longer fit the numbers on their paper.
In June 2018, seven months after its release, the value of the Bs.F 100,000 note (largest denomination), had its value reduced by 98%, from US$2.42 (in November 2017) to US$0.05, as a result of increasing hyperinflation.
The lower denomination hard bolívar banknotes (up to Bs.F 500) were demonetized on 20 August 2018; with the introduction of the sovereign bolívar. Higher denominations (Bs.F 1,000 and above) remained legal tender during a transition period. On 30 November 2018, it was announced that the remaining denominations of the old currency will be withdrawn from circulation and cease to be legal tender on 5 December 2018.
Sovereign bolívar
2018
On 22 March 2018, with a declared state of emergency, a redenomination of the currency was announced. The conversion from hard bolívar to sovereign bolívar banknotes officially occurred on 20 August 2018, with new denominations of Bs.S 2, Bs.S 5, Bs.S 10, Bs.S 20, Bs.S 50, Bs.S 100, Bs.S 200, and Bs.S 500. Four months after entry into circulation, shops and state banks began refusing the Bs.S 2, as its value had significantly declined since the redenomination. By November 2019, except for the Bs.S 500, all notes issued in 2018 were worthless.
2019
Further inflation since the soberano redenomination resulted in the creation of Bs.S 10,000, Bs.S 20,000 and Bs.S 50,000 banknotes in June 2019. Not mentioning inflation, the Central Bank of Venezuela said the introduction of the new banknotes would "complement and optimize" the monetary system and that their purpose was to make payment systems "more efficient". On 23 April 2020, the exchange rate per xe.com was US$1 = 144,697.34 VES; the following day, the rate slid to US$1 = Bs.S 171,140.42.
Banknotes with a narrow segmented security thread were printed by Goznak, those with a wider one were printed elsewhere.
2020
As of December 2020, the highest denomination banknote (Bs.S 50,000) was worth less than US$0.05 and the minimum wage is Bs.S 1,200,000 (about US$1) per month. By September 2020, all sovereign bolivar banknotes (Bs.S 2 to Bs.S 500) issued on 20 August 2018 were deemed worthless. Venezuelan officials are planning a new Bs.S 100,000 note. Meanwhile, as of 16 December 2020, the exchange rate was over 1 million bolivares to one US dollar.
2021
On 5 March 2021, the Central Bank of Venezuela introduced 3 new denominations: Bs.S 200,000, Bs.S 500,000 and Bs.S 1,000,000 which were made available to the general public on 8 March 2021. The Bs.S 1,000,000 note was only worth US$0.52 at the time of the announcement.
By late May 2021 the exchange rate had risen to over 3 million sovereign bolívares to one US dollar.
According to a July 2021 Bloomberg article, Venezuela plans to redenominate the bolívar at a ratio of 1,000,000:1 in August 2021, effectively removing six zeros from the denominations. The current largest denomination banknote is 1,000,000 bolívares, expressed on the note with a predominant 1 followed by the descriptive millón de bolívares. It is therefore likely that the bank intends to retain the bolívar currency name while reusing the existing note designs.
Digital bolívar
Banknotes of 5, 10, 20, 50, and 100 digital bolívares were introduced in 2021, all bearing similar motifs but different colors.
Notes
See also
Economy of Venezuela
Hyperinflation in Venezuela
SUCRE (currency)
References
Bibliography
External links
Current Legal Banknotes Venezuela
Banknotes of Venezuela Gallery
Numismatic Catalog of Venezuela
History of Venezuelan Currency
Currency Reconversion Calculator Bolívar Soberano to Bolívar Digital
Currencies of South America
Currencies of Venezuela
Currencies introduced in 1879
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https://en.wikipedia.org/wiki/Fokker%20F27%20Friendship
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Fokker F27 Friendship
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The Fokker F27 Friendship is a turboprop airliner developed and manufactured by the Dutch aircraft manufacturer Fokker. It is the most numerous post-war aircraft manufactured in the Netherlands; the F27 was also one of the most successful European airliners of its era.
The F27 was developed during the early 1950s with the intent of producing a capable successor to the earlier piston engine-powered airliners that had become commonplace on the market, such as the Douglas DC-3. A key innovation of the F27 was the adoption of the Rolls-Royce Dart turboprop engine, which produced substantially less vibration and noise which provided improved conditions for passengers; another major comfort feature was cabin pressurisation. Innovative manufacturing techniques were also employed in the aircraft's construction.
On 24 November 1955, the F27 made its maiden flight; on 19 November 1958, the type was introduced to revenue service. Shortly after its introduction, the F27 was recognised as being a commercial success. Under a licensing arrangement reached between Fokker and the U.S. aircraft manufacturer Fairchild, the F27 was manufactured in the United States by the latter; Fairchild went on to independently develop a stretched version of the airliner, which was designated as the Fairchild FH-227. During the 1980s, Fokker developed a modernised successor to the F27, the Fokker 50, which eventually replaced it in production.
Design and development
Origins
In the aftermath of the Second World War, twin-engine all-metal monoplanes such as the successful Douglas DC-3 airliner dominated commuter aviation. Over 10,000 DC-3s had been manufactured during wartime, which led to the type being highly available and thus encouraging its adoption by hundreds of operators across the world.
By the early 1950s, various aircraft manufacturers had begun considering the post-war requirements of the civil aviation market and several commenced work upon projects aiming to produce designs for new aircraft which would be viewed as best meeting these requirements; Dutch firm Fokker was amongst the companies pursuing development of such an aircraft. By 1951, figures within Fokker were urging that design work be undertaken on a prospective 32-seat airliner intended as a direct replacement for the popular DC-3. Fokker sought the opinions of existing DC-3 operators on what performance increases and refinements they would expect of a new model of commuter aircraft. On the basis of this feedback, the design team chose to incorporate various new technologies into the tentative design.
Fokker evaluated several potential configurations for the airliner, including the use of Wright Cyclone radial engines, before finally settling upon a high-wing aircraft, which was furnished with a pair of Rolls-Royce Dart turboprop engines and a pressurised cabin which contained a total of 28 passengers. The Dart engine had already proven successful on the early models of the Vickers Viscount, while a high-mounted wing had been selected as it produced a higher lift coefficient than a lower counterpart, it also enabled easier ground loading due to a lower floor level and provided unfettered external views to passengers without any weight increase. In the aircraft's construction, Fokker used an innovative metal-to-metal bonding technique, Redux, resulting in a longer fatigue life, improved aerodynamics, and a lighter structure; Fokker became the first such company after de Havilland to employ such means.
In 1953, the proposed airliner received the name Friendship. A total of four prototypes were produced, two of these being flyable aircraft that were used for the test flight programme and were paid for by the Netherlands Institute of Aircraft Development; the other two prototypes were for static and fatigue testing. On 24 November 1955, the first prototype, registered PH-NIV, performed its maiden flight. The second prototype and initial production machines were 0.9 m (3 ft) longer than the first prototype in order to address a revealed tendency for slightly tail-heavy handling as well as to provide additional space for four more passengers, raising the maximum number of passengers which could be carried to 32. These aircraft were also powered by the Dart Mk 528 engine, which was capable of generating greater thrust.
Further development
Throughout the F27's production life, Fokker proceeded to adapt the design for various purposes and roles. Via modifications such as the adoption of improved engines, rearranged loading doors, elongated fuselages, and other changes, several different models of the F27 were developed and made available for commercial operators. Several military transport models were also produced. Fokker also chose to design a dedicated model of the F27 for conducting maritime reconnaissance missions.
During 1952, Fokker established a relationship with the US aircraft manufacturer Fairchild, which was interested in the upcoming F27. In 1956, Fokker signed a licensing deal with Fairchild, under which the latter was authorised to manufacture the F27 in the USA. On 12 April 1958, the first American-built aircraft conducted its first flight. Production of Fairchild built aircraft would continue until July 1973. Fairchild proceeded to independently develop a stretched version of the airliner, designated as the FH-227. The majority of sales completed by Fairchild fell within the North American market.
In the early 1980s, Fokker decided to develop a modernised successor to the F27 Friendship, designated as the F27 Mark 050 and marketed as the Fokker 50. Although originating from the F27-500 airframe, the Fokker 50 was virtually a new aircraft, complete with Pratt & Whitney Canada engines and modern systems, which led to its general performance and passenger comfort being noticeably improved over the F27. The Fokker 50 ultimately replaced the F27 in production.
Operational history
In November 1958, the first production aircraft, an F27-100 model, was delivered to Irish airline Aer Lingus; it performed its first revenue flight in the following month. Other early customers of the Friendship included Braathens SAFE and Luxair in Europe; New Zealand National Airways Corporation; Trans Australia Airlines and its Australian competitors Ansett and East-West Airlines; and Turkish Airlines.
Initial sales for the type were slow, which led to Fokker seeking financial support from banks and from the Dutch government in order to maintain production of the airliner while more customers were sought. In 1960, demand for the F27 increased rapidly as multiple airlines placed sizable orders for the type. This is in part due to the spreading reputation of the type, having been found by operators that, in comparison to its piston-engine wartime counterparts like the DC-3, the F27 possessed superior levels of efficiency, enabling faster flight times, greater passenger comfort and a higher level of reliability.
In 1960, the base purchase price for an RDa.6-powered F27 was £239,000. By the end of the production run for the Fokker F27 in 1987, a total of 592 units had been completed by Fokker (additionally, another 207 F-27s and FH-227s had been produced in the US by Fairchild), more than any other western European civil turboprop airliner at the time.
In later service, many aircraft have been modified from their original configurations for passenger service to perform cargo or express-package freighter duties instead. The last major cargo user of the F27 in the United States was FedEx Express, using it as a cargo "feeder" aircraft. These were retired and replaced by a mixture of ATR 42 and ATR 72 aircraft by the end of 2009, the last of these aircraft were subsequently donated to the Hickory Aviation Museum.
As of July 2010 a total of 65 F27s were in commercial service with almost 30 different airlines. By July 2013, only 25 Friendships remained in service, operated by 13 different airlines; most of these were F27-500s, with two -400s and a solitary -600 series aircraft in service. Italian cargo airline MiniLiner operated six F27s and Air Panama had four in its fleet. The United States Army Parachute Team has operated a single C-31A Troopship for conducting its skydiving exhibitions since 1985. As of July 2018, 10 aircraft remain in service operated by 7 airlines.
Variants
F27-100 - This was the first production model; 44 passengers.
F27-200 - It was powered by the more powerful Dart Mk 532 engine.
F27-300 Combiplane - A combined civil passenger/cargo aircraft.
F27-300M Troopship - Military transport version for Royal Netherlands Air Force.
F27-400 - "Combi" passenger/cargo aircraft, with two Rolls-Royce Dart 7 turboprop engines and large cargo door.
F27-400M - Military version for US Army with designation C-31A Troopship, still in use in 2018. Last retired September 2019. 85-01608 "Excalibur" transferred to Vliegend Nederlands Cultureel Erfgoed (Flying Dutch Cultural Heritage) based at Lelystad Airport (EHLE) One C-31A auctioned in October 2019.
F27-500 - equipped with a 1.5 m (4 ft 11 in) longer fuselage, a return to the Dart Mk 528 engine, and accommodation for up to 52 passengers. It first flew in November 1967.
F27-500M - Military version of the -500.
F27-500F - A version of the -500 for Australia with smaller front and rear doors.
F27-600 - Quick change cargo/passenger version of -200 with large cargo door.
F27-700 - A F27-100 with a large cargo door.
F27 200-MAR - Unarmed maritime reconnaissance version.
F27 Maritime Enforcer - Armed maritime reconnaissance version.
F-27 - License-built version manufactured by Fairchild Hiller in the United States
FH-227 - Stretched version of the F-27, independently developed and manufactured by Fairchild Hiller in the United States
Operators
Accidents and incidents
On 10 June 1960, Trans Australia Airlines Flight 538 crashed in the sea near Mackay, Queensland, Australia, with 29 fatalities, in what is still the deadliest civilian Australian aircraft accident in history. The investigation was not able to determine a probable cause of this accident, but it was critical in the development of the flight recorder to record parameters to aid investigations of future airliner accidents.
On 7 May 1964, Pacific Air Lines Flight 773 operated with a Fairchild F-27 crashed into a hill in San Ramon, California, after a suicidal passenger killed both pilots and then turned the gun on himself. All 41 remaining people on board also were killed.
On the evening of 15 November 1964, Bonanza Air Lines Flight 114 operated with a Fairchild F-27 was flying from Phoenix, Arizona, to McCarran International Airport in Las Vegas, Nevada, in poor weather conditions, when it crashed into the top of a hill in open desert country about 10 miles (16 km) SSW of Las Vegas. All 29 people on board—26 passengers and a crew of three—died instantly when the plane exploded on impact, no more than 10 feet (3 m) below a ridge crest. It was Bonanza's only crash with fatalities during the airline's 23-year history.
On 21 April 1969, an Indian Airlines flight crashed in a thunderstorm while crossing East Pakistan (now Bangladesh) airspace on its flight from Agartala to Calcutta, killing all 44 people on board.
On 6 August 1970, a Pakistan International Airlines Fokker F27 turboprop aircraft crashed near the small village Rawat, after take-off from Islamabad in a thunderstorm, killing all 30 people on board.
On 26 September 1970, a Flugfélag Íslands Fokker F27 Friendship, with registration TF-FIL, crashed into the mountains of Mykines in the Faroe Islands, in heavy fog, killing the Icelandic captain and seven Faroese passengers. 26 passenger and crew survived the crash. Three passengers, who escaped with minor injuries, hiked for an hour down the mountain to the village of Mykines, alerting authorities. The majority of the villagers went up the mountain to aid the injured.
On 30 January 1971, Indian Airlines Fokker Friendship aircraft Ganga was hijacked by Hashim Quereshi and his cousin Ashraf Butt, and was flown to Lahore, Pakistan, where the passengers and crew were released and the aircraft was burnt on February 1, 1971.
On 25 March 1978, Fokker F-27 Friendship 200 XY-ADK lost altitude and crashed into a paddy field just after take-off from Mingaladon Airport, killing all 48 people on board.
On 14 September 1978, a Philippine Air Force F27 crashed due to wind shear; 15 of the 24 people on board were killed, as well as 17 people on the ground.
On 29 March 1979, an F27 operating as Quebecair Flight 255 crashed minutes after taking off from Québec City Jean Lesage International Airport in Canada. Seventeen people died and seven were injured.
On 26 May 1980, a Nigerian Air Force F27 crashed due to a thunderstorm, killing all 30 people on board. The aircraft was carrying a delegation of military and government officials on a diplomatic mission.
On 20 July 1981, Somali Airlines Flight 40 crashed near Balad, Somalia. All 50 passengers and crew on board were killed.
On 5 August 1984, a Biman Bangladesh Airlines Fokker F27-600 crashed into a marsh near Zia International Airport (now Shahjalal International Airport) in Dhaka, Bangladesh, while landing in poor weather. With a total death toll of 49 people, it is the deadliest aviation disaster to occur on Bangladeshi soil.
On 20 February 1986, an Iranian F27-600 commanded by Colonel Abdolbaghi Darvish was shot down by an Iraqi fighter jet. All 49 crew and passengers were killed. The aircraft was carrying a delegation of military and government officials on a mission.
On 16 August 1986, a Sudan Airways F27 was shot down by the Sudan People's Liberation Army, killing all 60 people on board. The Shootdown remains the worst involving the F27 and in South Sudan.
On 23 October 1986, a Pakistan International Airlines F27 crashed while coming in to land in the northwestern city of Peshawar, killing 13 of the 54 people on board.
On 21 June 1987, a Burma Airways Fokker F-27 Friendship 200 slammed into an 8200-ft-high mountain 15 minutes after take-off from Heho Airport, killing all 45 people on board.
On 8 December 1987, in the Alianza Lima air disaster, an F27 of the Peruvian Navy that was transporting the Alianza Lima football team crashed in Lima, Peru, killing the whole team.
11 October 1987, a Burma Airways Fokker F-27 Friendship 500 crashed into a 1500-ft-high mountain, killing all 49 people on board. This was Myanmar's second-deadliest air disaster, surpassed only by the crash of a Myanmar Air Force Shaanxi Y-8 in 2017, which killed 122 people. Thirty-six foreigners—14 Americans, seven Swiss citizens, five Britons, four Australians, three West Germans, two French citizens, and one Thai—were among the dead.
On 19 October 1988 thirty-four died in a Vayudoot F27 crash near Guwahati, India.
On 25 August 1989, a Pakistan International Airlines F27 operating as Pakistan International Airlines Flight 404 and carrying 54 people disappeared after leaving Gilgit in northern Pakistan. The wreckage was never found.
On 8 November 1995, an Argentine Air Force F27, tail number TC-72, operating a LADE civilian flight from Comodoro Rivadavia to Córdoba, crashed () near the summit of Cerro Champaquí in Córdoba, killing all 52 passengers and crew.
On 17 July 1997, Sempati Air Flight 304 crashed at Bandung, West Java, shortly after take-off, when after an engine failure, the crew mishandled the return to the airport on one engine.
On 27 January 1998, a Myanma Airways Fokker F27 crashed while taking off from Yangon, Myanmar, killing 16 of the 45 people on board.
On 24 August 1998, Myanma Airways Flight 635 crashed into a hill on approach to Tachilek Airport, killing all 36 on board.
On 11 November 2002, Laoag International Airlines Flight 585 crashed into Manila Bay in the Philippines; 19 of the 34 people on board were killed.
On 20 February 2003, a military F27 crashed in northwestern Pakistan, killing Pakistan Air Force Air Chief Marshal Mushaf Ali Mir, his wife, and 15 others.
Pakistan International Airlines Flight 688, carrying 45 people, crashed 2–3 minutes after take-off from Multan airport on 10 July 2006, with no survivors. Engine fire was suspected as the cause of the crash.
On 6 April 2009, an Indonesian Air Force F27 crashed in Bandung, Indonesia, killing all 24 occupants on board. The cause of the accident was said to be heavy rain. The aircraft reportedly crashed into a hangar during its landing procedure and killed all on board.
On 21 June 2012, an Indonesian Air Force F27 crashed into a housing complex in the capital Jakarta, setting six houses on fire and killing at least 11 people.
On 26 June 2022, a Cargo2Fly F27 5Y-CCE landed heavily on the runway at Juba International Airport, South Sudan, with the undercarriage retracted after the aircraft failed to climb on takeoff. No injuries.
Aircraft on display
Argentina
T-42 ex-Argentine Air Force static display at the Museo Nacional de Aeronautica de Argentina
Australia
10132 – F27-109 is on static display at the South Australian Aviation Museum in Adelaide, South Australia. It was previously operated as VH-CAT by the CSIRO as an atmospheric research aircraft.
10315 – F27-600QC is on static display at the Queensland Air Museum at Caloundra Airport in Caloundra, Queensland. It was originally manufactured as an F27-400 and later redesignated as a -600QC. The aircraft was delivered new to Australia and spent most of its career operating for Ansett.
10596 - F27-500 was delivered airworthy to the Historical Aircraft Restoration Society, Illawarra Regional Airport, New South Wales on 26 February 2018. It had been operated by Airwork under contract to New Zealand Post.
Finland
Finnish Air-Force 1st F27 "Ansa" is on static display at the Satakunta Air Command garrison in Pirkkala, Finland. It was operated as FF-1 in the Finnish Air Force as both transport and signal reconnaissance plane. Prior military usage, the aircraft was operated briefly by Karair (later Finnair) as OH-KFA. The aircraft was initially operated by Iceland Air.
Iceland
10545 – F27-200-MAR is on static display at the Akureyri Aviation Museum at Akureyri Airport. It was previously operated as TF-SYN by the Icelandic Coast Guard.
Indonesia
10544 – F27-400M is on static display at the Dirgantara Mandala Museum in Yogyakarta. It was previously operated as A-2707 by the Indonesian Air Force.
Netherlands
10102 – F27-100 is on static display at the Aviodrome in Lelystad. It was previously registered as PH-NVF, and is one of the prototype F27s, in whose colours it is painted.
10105 – F27-100 is also on static display at the Aviodrome. It was previously registered as PH-FHF, is the first production F27, and is painted in the colours of NLM CityHopper.
10449 – F27-500 is on static display at Fokker Logistics Park in Oude Meer. It was previously registered as N19XE and is painted as PH-NIV, the first prototype F27. It marks the former location of the Fokker factory at Amsterdam Airport Schiphol.
C-10 – F27-300M is on static display at the Militaire Luchtvaart Museum in Soesterberg, Utrecht.
New Zealand
10189 – F27-100 is on static display at the Ferrymead Aeronautical Society in Ferrymead Heritage Park in Christchurch. It was previously operated as ZK-BXG and is painted in National Airways Corporation colours.
10190 – F27-100 is on static display at the National Transport and Toy Museum, Wanaka. It was previously registered as ZK-BXH.
10286 – F27-100 is under restoration at the Chatham Islands Aviation Museum in Waitangi, Chatham Islands. It was previously registered as ZK-BXI.
Norway
10298 – F27-100 is on static display at the Flyhistorisk Museum, Sola near Stavanger; it was operated by Braathens S.A.F.E and Busy Bee as LN-SUF.
Pakistan
A Pakistan International Airlines Fokker F27-200 is on display just outside Chitral airport at Fokker F27 Friendship Restaurant. The aircraft AP-AUR was operating Flight PK660 and was landing at Chitral in 2004 when its brakes failed causing the aircraft to overrun.
United Kingdom
10196 – F27-200 is on static display at the City of Norwich Aviation Museum in Horsham, St Faith. It was previously operated as G-BHMY by Air UK.
10201 – F27-500 is on static display at the City of Norwich Aviation Museum. It was previously operated as G-BCDN by Air UK before being retired to the KLM UK Engineering Technical College at Norwich Airport.
United States
10367 – F27-500 is on static display at the Hickory Aviation Museum in Hickory, North Carolina. It was previously operated as N705FE by FedEx.
Specifications (F.27)
See also
References
Citations
Bibliography
"2010 World Airliner Census." Flight International, Retrieved: 21 January 2014.
Eriksson, Sören and Harm-Jan Steenhuis. The Global Commercial Aviation Industry. Routledge, 2015. .
"World Airliner Census". Flight International, Volume 184, Number 5403. 13–19 August 2013, pp. 40–58.
External links
Stork Aerospace Homepage
F27 Friendship Association
Photo Gallery
Fokker F27 Info
1950s Dutch airliners
F 27
Aircraft first flown in 1955
Twin-turboprop tractor aircraft
High-wing aircraft
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https://en.wikipedia.org/wiki/Federal%20University%20of%20Minas%20Gerais
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Federal University of Minas Gerais
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The Federal University of Minas Gerais (, UFMG) is a federal research university located in the state of Minas Gerais. Its main and biggest campus is located in the city of Belo Horizonte, Brazil. It is one of Brazil's five largest and highest-ranked universities, being the largest federal university. It offers 79 undergraduate education programs, upon completion of their curricular schedule the student is awarded either a bachelor's degree, a licenciate degree, or a professional title (the latter usually applies to regulated health professions), all officialized by the issue of a university diploma. It also has 90 postgraduate education programs, awarding 30 postbaccalaureate specialization degrees, 92 master's degrees, and 72 doctoral degrees, as well as 41 medical residency programs offered at UFMG's hospital facilities complexes.
The university also has campi at Tiradentes and Montes Claros. Most courses, however, are taught at the main campus, located in the Pampulha district of Belo Horizonte. It receives the second highest amount of federal funds and resources among all federal universities, and registered over 1060 national and international patents in 2016 the biggest amount among other Brazilian higher education institutions. In 2014, according to Scopus, UFMG published over three thousand articles in influential international newspapers and magazines.
Its undergraduate courses were ranked 1st place in the 2007 results of the Student's National Performance Exam (ENADE). UFMG is the fifth best university in Latin America, according to the 2021 Times Higher Education ranking, and the 3rd best university in Brazil. UFMG's communication, psychology and management degrees, among others, were also elected as the best in the country and almost all undergraduate courses offered by the institution rank in the top 5 when compared to their counterparts in other Brazilian universities. Furthermore, the university is the highest ranking Brazilian university in terms of quality of education and second place when it comes to recognition in the job market.
Population
The UFMG has a population of roughly 72 thousand people among 34,482 undergraduate students, 2,247 postbaccalaureate specialization students, 10,556 master's and doctoral students, 3,202 professors, and 4,246 administrative employees. It is research-oriented, even at the undergraduate level, whose students are encouraged to take part in research development through the Scientific Initiation program. Out of the number of professors, 761 (24%) are CNPq award-recipients due to outstanding research productivity. It encompasses 860 research groups, 1051 patent deposits in Brazil and abroad, and has the highest score (5 out of 5) at the Ministry of Education's undergraduate assessment.
Admissions
The undergraduate students are admitted through the national annual exams called Exame Nacional do Ensino Médio (National High School Exam). Competition to get into undergraduate programs involved 111,718 candidates to 6740 vacancy openings (16.6 candidates per vacancy; 6% of candidates get a position).
Alumni
Past students include former Brazilian presidents Dilma Rousseff, Juscelino Kubitschek and Tancredo Neves; former governor of Minas Gerais Rondon Pacheco; writer, medical doctor and diplomat João Guimarães Rosa; writers Fernando Sabino, Pedro Nava and Cyro dos Anjos; plastic surgeon Ivo Pitanguy; poet Carlos Drummond de Andrade and musicians Fernando Brant, Samuel Rosa of Skank and Fernanda Takai of Pato Fu; electrical engineer and mathematician Welington de Melo; architect Fernando Maculan.
Location
The UFMG main campus is located at the Pampulha region of the city of Belo Horizonte. The total area of this land-campus equals 8,769,690 square meters, with a built area reaching 639,777 square meters. Aside from the main campus in Pampulha, in the same city there are the UFMG Health Sciences campus at Alfredo Balena Avenue in the city's hospitals district (or Santa Efigênia district), the UFMG School of Architecture and Design campus located at the Savassi district, and the Faculty of Law campus at the city center (in Belo Horizonte there are also ecological parks and cultural facilities such as a Conservatoire and 20 museums that belong to, and are administered by, the university).
Outside of Belo Horizonte, UFMG has the Agronomic Sciences Campus in the city of Montes Claros, and a cultural campus in the city of Tiradentes (both in the state of Minas Gerais). The UFMG has also several other facilities such as Casa da Glória in Diamantina. Within the Pampulha Campus there is the CDTN, a Federal Institute for Nuclear Sciences Research. The campus avails of 38 built facilities, hundreds of scientific research laboratories and a 250 kW TRIGA nuclear reactor from General Atomics. There is also an extensive area of secondary forest known as the Estação Ecológica ("Ecological Station"), where some university scientists – mainly ecologists and zoologists – carry out research; this is the largest green space within the city boundaries, and is home to endemic insect species.
History
The origins of the university go back to the 19th century, when it first appeared in the Republic as a continuation of a process that began during the Empire, with the opening of the first institutions of higher education.
In 1898, the Ouro Preto Faculty of Law was transferred to Belo Horizonte, which at the time was set to be the new state capital.
A few new unconnected faculties would be founded later: in 1907, the Free School of Dentistry; in 1911, the Faculty of Medicine, the School of Engineering, and a course in pharmacy attached to the Free School of Dentistry.
In 1927, these four schools merged to found University of Minas Gerais (UMG), a private institution subsidized by the state government. This is the mark of the foundation of the university.
The UMG remained funded by Minas Gerais government until 1949, when funding had been delegated to the Brazilian Government, though, the name UFMG (including Federal) was not adopted until 1965.
In the 1940s, a large area in the Pampulha region became the site for the construction of University City. The first structures erected were the Institute of Mechanics (now the Vocational School) and the Main Building. The effective occupation of the campus by the university community started only in the 1960s, when the construction of the buildings that today house most of the academic units was started.
At the time of federalization, the schools of architecture, philosophy and economics were already integrated in the university. As its expansion carried on, the School of Nursing (1950), Veterinary Science (1961), Information Science (1962), Music (1962) and Physical Education (1969) were founded.
In 1968, a university reform altered profoundly the structure of UFMG. The College of Philosophy spawned multiple institutions: the College of Philosophy and Human Sciences, the Institute of Biological Sciences, the Institute of Exact Sciences, the Institute of Geosciences and the Colleges of Literature and Education.
Additional courses have been established, among them agronomy, archival science, theater, museology, control engineering, computational mathematics, and speech therapy/audiology.
Academic Units
The faculty members (professors and lecturers) of the Federal University of Minas Gerais are hosted by departments. The departments are administered by one of three types of collegiate units: Schools, Faculties, and Institutes. Administratively, Schools, Faculties, and Institutes enjoy an equivalent executive status as Academic Units under the university, so they provide no practical difference among each other in administrative terms. They are the main Colleges of the university.
Schools
School of Architecture (EA)
The UFMG School of Architecture is in the central region of Belo Horizonte, more precisely at the intersection of Gonçalves Dias and Paraíba streets in the Savassi region. Founded in 1939, UFMG School of Architecture was the first course of architecture in Brazil released from engineering or fine arts. The building was designed by architect Shakespeare Gomes, one of the most representative works of modernism in Belo Horizonte. Currently, the school has the architecture courses (Day), Architecture (Night) and Design (Night).
School of Fine Arts (EBA)
The School of Fine Arts (Beaux-Arts or Belas Artes) of the Federal University of Minas Gerais is an institution located within the Pampulha campus of the university. It hosts undergraduate courses in visual and performing arts, including animation and digital arts, as well as post-graduate courses in Art.
School of Information Science (ECI)
The School of Information Science (ECI) is an institution of the UFMG. Its foundation date of March 25, 1950 and its incorporation into the Federal University of Minas Gerais took place in 1963. The ECI is dedicated to the training of people dealing with information science. The School currently offers undergraduate courses in Library, Archival and Museology. The building has one of the most peculiar architectures between units of UFMG. The various palm trees in the central part, the hanging gardens over the four floors, balconies and floor details create an interesting aesthetic effect.
School of Music
Formerly located at the Conservatory building (now Conservatório UFMG) in the center of the city, it migrated to Pampulha in the early 1990s. It teaches musical performance (classical and popular), composition, conducting, music education and music therapy. It comprises the departments of Instruments & Voice (INC Instrumentos e Canto) and Music Theory (TGM Teoria Geral da Música). The school has a library, two recording studios, two sonology laboratories ans an annexe for teaching music to young children.
School of Physical Education, Physiotherapy and Occupational Therapy (EEFFTO)
The School of Physical Education, Physiotherapy and Occupational Therapy, Universidade Federal de Minas Gerais is an institution located within the Pampulha campus of the university. It is taught the course of physical education, physical therapy and occupational therapy.
Nursing School
The UFMG School of Nursing was established on July 7, 1933. It currently holds a prominent position on the national scene for its undergraduate courses and Graduate Studies, and its research and extension projects. Currently, the School of Nursing is organized by the Departments of Applied Nursing (ENA), Basic Nursing (ENB) and Maternal Child Nursing and Public Health (EMI). Undergraduate courses in Nursing, Nutrition Course and System Analysis Course and health services are offered.
School of Professional and Basic Education
This unit is special in the scope of the university in the sense it is not concerned with higher education, undergraduate or graduate courses. It is the unit responsible for the teaching of basic education, i.e. education prior to higher education. The UFMG has a kindergarted school, a primary elementary school, a middle school, and several high school courses, either academic or professional. Usually, the teachers of these levels of education at these UFMG schools are students of the UFMG Faculty of Education pursuing their practices, but these facilities also have permanent faculty members who are actually administered by the same regulations as any other letrurer of professor. This academic unit, the School of Professional and Basic Education, is responsible for the administration of these teaching activities and the permament members are hired by this school.
School of Engineering
The School of Engineering hosts 13 faculty departments (Structures, Materials and Construction, Mining, Industrial Production, T ransportation and Geotechnical, Electrical, Electronic, Hydric Resources and Hydraulic, Mechanical, Metallurgical, Nuclear, Chemical, and Sanitary and Environmental Engineering departments), 11 undergraduate engineer degree-awarding courses, and 10 post-graduate master's and doctorate title-awarding programs, held in a 13 pavilions (among classroom buildings, research buildings, libraries, and one-lab buildings for nuclear and fuel-combustion research) facilities complex.
School of Veterinary Medicine (FMV)
The UFMG Veterinary Medicine School is one of the best in Brasil, encompassing two undergraduate courses (Acquaculture and Veterinary Medicine and Surgery), several departments, several post-graduate programs, and many research labs. Its facilities encompass several pavilions of buildings and a many-wings Veterinary Medicine Hospital that receives all types of animals for treatments from zoos and institutions of many different parts of Brazil.
Faculties
Faculty of Philosophy and Human Sciences (FAFICH)
The Faculty of Philosophy and Human Sciences (FAFICH) has seven departments, namely: Psychology, Philosophy, Anthropology, Sociology, Political Science, History, and Media and Communication. Out of its nearly 250 faculty members, 95% have doctoral degrees and are doing research. Among several laboratories on Social and Behavioural research fields, FAFICH has 6 laboratories of high research output focusing specifically on cognitive psychology, neuropsychology, and behaviour analysis. This academic unit is one of the founding, core units of the collegiate-like University of Minas Gerais, and has a privileged spot at the UFMG as having graduated notable people.
The undergraduate titles awarded by FAFICH can be of three types: bachelor's degrees (research-based), licenciate degrees (teaching-based), or, in the particular case of Psychology, as a Health Science whose title allows for a license to practice the profession of psychologist, the legislation that regulates this title, under the National Health Sciences Committee (in Portuguese, Conselho Nacional de Saúde, or CNS), requires the degree to be called the profession, so for the graduates of the 5-year theoretico-practical undergraduate course of psychology, the degree awarded by FAFICH and the university is a title of Psychologist, styled after the regulations of the CNS, like other Health licensed professions.
The Department of Psychology of the faculty is the largest and has the strongest research output, along with the Department of Political Science. The Department of Anthropology is one of the first in Brazil and hosts an undergraduate course of its own and a post-graduate program of its own, producing research in the avant-garde of the field in the world.
Faculty of Law and State Sciences (FDCE)
The Faculty of Law and State Sciences is located on a campus of its own at the center of Belo Horizonte downtown, a two-tower, 16-floor facility of prize-winning architecture, at the corner of Guajajaras street with Álvares Cabral Avenue. Its faculty is hosted by 4 departments: Public Law, Labour Law and Law Theory, Law and Criminal Procedure, and Civil and Commercial Law and Procedure. It awards two undergraduate titles: bachelor's degree in law, and bachelor's degree in state sciences. It also hosts a postgraduate program in law, awarding the titles of master's and doctorate in law.
Faculty of Medicine (FM)
The faculty members are clustered into 12 departments: Pathological Anatomy and Legal Medicine, Anatomy and Medical Imaging, Human Musculoskeletal System, Clinical Medicine, Surgery, Speech and Language Pathology and Therapy, Gynaecology and Obstetrics, Social Medicine and Preventive Healthcare, Ophthalmology and Otorhinolaryngology, Pediatrics, Complementary Propaedeutics, and Mental Health.
The Faculty of Medicine hosts three undergraduate courses: Medicine, Speech and Language Pathology-Therapy, and Radiodiagnostic Technology. This Faculty also hosts 10 graduate programs issuing master's and doctorate titles, namely: Speech and Language Pathology-Therapy, Surgery and Ophthalmology, Infectology and Tropical Medicine, Molecular Medicine, Pathology, Preventive Medicine (this one only issues master's degrees, and not yet doctorate titles), Child and Adolescent Health, Public Heatlh, and Women's Health. This faculty also is responsible for the UFMG Clinics Hospital and all medical residency programs that take place there.
Faculty of Economy (FACE)
The UFMG Faculty of Economy hosts 5 undergraduate courses: Business Administration, Accounting , Economy, Finances and Management Control System, and International Economic Relations. The Faculty also houses several post-graduate programs and faculty member departments.
Faculty of Education (FaE)
The Faculty of Education of the UFMG hosts several departments, post-graduate programs, and undergraduate courses, with focus on Pedagogy and Educational Sciences and Practices. Its Education Post-Graduate Program is one of the best in Brazil.
Faculty of Pharmacy (FAFA)
The UFMG Faculty of Pharmacy is one of the best in Brazil, offering two undergraduate courses (Pharmacy and Biomedicine) and several Post-Graduate programs. Its faculty members are divided into 4 departments: Food Production, Drug Production, Social Pharmacy, and Toxicological Analyses.
Faculty of Letters (FALE)
The UFMG Faculty of Letters hosts the undergraduate course in Letters, which is divided into several emphases, such as Linguistics, Portuguese, Ensligh, French, German, Spanish, Italian, Ancient Greek, Latin, Editorial Services, Literature etc. It has two Graduate programs awarding master's and doctorate titles: Linguistics and Literature. It has a strong Linguistics research output, making it one of the best graduate programs in Brazil (Maximum score by the Brazilian Higher Education Research Administration).
Faculty of Dentistry (FO)
The UFMG Faculty of Dentistry is the odontological unit, graduating dentist-surgeons and performing research and practice activities on Odontology.
Institutes
Exact Sciences Institute (ICEx)
The Exact Sciences Institute of the Federal University of Minas Gerais offers nine undergraduate courses awarding either bachelor's or licenciate titles: Actuarial Science, Computer Science, Statistics, Physics, Mathematics, Computational Mathematics, Chemistry, Technological Chemistry, and Information Systems . Professor Ado Jorio is a faculty member of the ICEx Department of Physics, and has the most outstanding research output among all UFMG faculty members.
Biological Sciences Institute (ICB)
The Biological Sciences Institute of the UFMG hosts the undergraduate course in Biological Sciences, 12 Post-Graduate master's and doctoral degrees awarding programs, and 10 faculty departments.
Institute of Agronomy (ICA)
This institute offers 6 undergraduate courses: Administration, Agronomy , Environmental and Agricultural Engineering , Food Engineering, Forest Engineering, and Zootechny
Institute of Geosciences (IGC)
This unit hosts three undergraduate courses: Geography, Geology, and Tourism.
Research
UFMG has been ranked among the best universities in Brazil and in Latin America.
The Office of the Dean of Research advises the university administration on scientific and technological research, as well as encouraging research. The Center for Technology Innovation and Transfer promotes activities that apply technology development and transfer knowledge between UFMG and the community, via the creation of partnerships between researchers and business.
Information Science
The School of Information Science (former School of Librarian Science) has a full-time academic staff that explores research topics in the areas of Scientific and Technological, Managerial, and Social and Historical Information. In addition, using the Lab of Information Treatment, the unit works on topics related to information storage and diffusion.
Law
The Law School of UFMG has four main departments, which are devoted to the following areas: General Theory of Law (Jurisprudence), Legal History, Private Law and Civil Procedural Law, Criminal Law and Criminal Procedural Law, International Law, Conflict of Laws, Public Law, Constitutional Law, Administrative Law, Economic Law, Tax Law, Labour Law amongst others. On 20 December 2012, the School of Law will celebrate its 120th anniversary, being one of the oldest Law Schools in Brazil after University of São Paulo (USP) and Universities of Pernambuco and Rio de Janeiro.
Between 1892 – year of its foundation – and 1927 the Law School was an autonomous institution and congregated several important lawyers and politicians in national context. In the year of 1927, the Free Law Faculty of Minas Gerais (Faculdade Livre de Direito de Minas Gerais) joined the administrative framework of the Federal University of Minas Gerais. Since then, it is one of UFMG's main Schools and Research Centres.
Architecture
One of the research centers at the School of Architecture, which is divided into four departments, is the Graphic Laboratory for the Teaching of Architecture (Lagear), equipped with computer-assisted design programs. Among the research topics are Computer-Assisted Photogrametry, Computer-Assisted Photo-Documentation, Photorealistic Representations, as well as studies on accessibility (Architecture without barriers for disabled people).
Economics
Most research topics explored at the School of Economics (Face) are related to work done at the Center for Regional Development and Planning (Cedeplar), at the Center for Research and Graduate Studies in Business Administration (Cepead), and at the Research Institute in Economics, Business Administration, and Accounting (Ipead).
At Cedeplar, where 25 teachers have a doctoral degree and 10 have a master's degree, there is research on Demographics and on Economics, with projects on Fecundity, Historical Demographics and Labor, Agricultural and Industrial Economics, Economic History, Economics and Environment, and Privatizations. At Cepead, 11 teachers have a doctoral degree and eight have a master's. They study Sectors of Support for Decision Making, Human Behavior in Organizations, Performance and Financial Strategy in Organizations. With four teachers holding a doctoral degree and two holding a master's, the Ipead provides consultancy and calculates monthly rates of indices, such as price and rent variation.
Biological sciences
Six graduate programs and around 300 topics of research occupy 290 teachers at the Institute of Biological Sciences (ICB), 90% of whom holding doctoral, master's or post-baccalaureate degrees.
The laboratories of the institute's ten departments conduct research in Biology, some of them being national standards, such as the Center of Electronic Microscopy. ICB has developed a simple non-radioactive methodology for the study of DNA impressions and the American visceral leishmaniasis vaccine. Among the ICB topics of research responsible for the largest number of publications are those related to the development of new vaccines and medications – Biochemistry, Immunology, and Microbiology – to Genetics and to Ecology. The unit makes contributions to Botany, Zoology, Morphology, and Parasitology.
To assist researchers and teachers, ICB has four laboratory animal facilities with hundreds of guinea pigs kept in accordance to international principles of animal experimentation.
The university operates the Federal University of Minas Gerais Ecological Station on the Pampulha campus, used for various research projects including a master's course in Ecology Conservation and Wildlife Management.
Veterinary medicine
Founded in 1932, the College of Veterinary Medicine (CVM) (Veterinary College of UFMG) completed 80 years in 2012, and has trained over 5,000 veterinarians. CVM conducts animal science and veterinary medicine education and research. In addition to Veterinary Medicine, CVM offers an undergraduate degree in Aquaculture. MSc and PhD degrees in Animal Science and Animal Husbandry, Veterinary Medical Residency, and Professional MSc are available in 19 areas of knowledge. The college is located in the Pampulha Campus and has four departments: Veterinary Clinic and Surgery (DCCV), Preventive Veterinary Medicine (DMVP), Technology and Inspection of Animal Products (DTIPOA) and Animal Science (DZOO). Two experimental farms and the Veterinary Hospital are available.
The five-year Veterinary Medicine course takes 120 students per year and over 95% of undergraduate students complete the course. Most faculty at teaching are full-time, permanent and have PhD degrees (more than 90%). About 1/3 of undergraduate students participate in research activities in 112 laboratories and produce around 250 academic research abstracts per year. More than 140 scientific papers are produced per year by faculty members.
Engineering
Around 70% of the 280 teachers at the School of Engineering work on 60 topics of research.
Most research work done in Engineering is related to technological development, with application in industry, funded by national and international agencies. By means of agreements and service contracts signed through the Christiano Otonni Foundation, the school makes contact with companies from the public and private sectors.
In Sanitary and Environmental Engineering, an Environmental Monitoring and Water Treatment Project has been run in collaboration with the German agency TGZ.
Three topics of research are pursued in Electric Engineering, monitored by the department's Research Center: high tension, which includes studies on protection against atmospheric discharges, power electronics, and control of industrial processes.
In the Department of Civil Engineering, research is carried out at the Laboratory of Structural Analysis, where structures submitted to very high pressure are evaluated. Work is being done on energy alternatives, mainly on photovoltaic energy (the transformation of sun light into energy) and solar collectors. The projects are supported by the Minas Gerais Energy Company (Cemig) and Eletrobrás.
At the Department of Chemical Engineering, there is research on liquid/liquid separation and on heat sensitive substances. At the Department of Mining Engineering, two of the most important research topics are mineral treatment and prospecting. The School of Engineering's largest department is Metallurgic Engineering, which has an X-ray lab and an electronic microscopy lab, among others. Research involves extractive metallurgy, physical metallurgy, which deals with material molding, and "Trefilação".
Still at the School of Engineering, there is the Center for Electronic Computation, linked to the Scientific Computation Lab.
Social sciences and philosophy
Six academic units conduct research in human sciences and applied social sciences. At the Faculty of Philosophy and Human Sciences (FAFICH), 95% of its near 250 lecturers from its seven departments have doctoral degrees and are doing research. At the Department of Sociology, researches focus mainly on urban and industrial sociology, quantitative/systems sociology, and sociology of culture. At the Department of History, the characteristic topics are oral, political, and economic history. The Department of Political Sciences works mostly with public and administrative policies, Brazilian and international politics, electoral behavior, and political theory. At the Department of Philosophy, most works focus on the relationship between philosophy and psychoanalysis, Marxism, social and political philosophy, esthetics, art philosophy, epistemology and philosophy of science, and logic. The Department of Philosophy's the Esthetics Laboratory does research and documentation work on Esthetics and Art and Civilization History.
Psychology
The Department of Psychology is the largest of the Faculty of Philosophy and Human Sciences, and holds the position of one of the best in Brazil due to undergraduate teaching outputs. The UFMG Department of Psychology administers two post-graduate programs awarding titles of master's and doctoral degrees: one is the Psychology Graduate Program, and the other one is the Cognition and Behavior Graduate Program.
Education
The Faculty of Education (FAE) has three departments, which carry out interdisciplinary activities with other university sectors. The Center for Literacy, Reading, and Writing (Ceale), which develops projects on child and adult literacy, has been the major source of publication at FAE. The Center for Mathematics and Science Teaching in Minas Gerais (Cecimig) studies the learning processes in the area and offers permanent courses for primary and secondary teachers.
Medical sciences
The UFMG Faculty of Medicine is one of the founding academic units and receives massive investments from the Union's (Federal Government) Executive Power Ministry of Health, leading to an important research output in the Brazilian scientific scenario. The UFMG School of Medicine's twelve departments research more than 100 topics, using the infrastructure of the Hospital das Clínicas and its 14 labs. Around 60% of the unit's more than 470 teachers hold a master's or a doctoral degree, and most of them take part in scientific production.
A large part of the research stems from the 12 medicine post graduate programs offered by UFMG. Among the topics are infectious and parasitic diseases, hematology and oncology, gastroenterology and digestive tract surgery, ophthalmology, and endocrinology. There are also publications on pathology, surgery, ambulatory surgery, infectious and parasitic diseases, spider and snake poisons, transplants, toxicology, tropical medicine, sexually transmitted diseases, AIDS, fetal medicine, neurosurgery, oncology, gynecology and obstetrics, and preventive and social medicine.
Nursing
More than half the 82 teachers of the School of Nursing, most of whom have master's and doctoral degrees, are involved in projects that are largely interdisciplinary.
Distributed among the unit's three departments, they work at the university hospitals and in the public health system. Some of their research topics are education and the nursing curriculum, transmitted diseases, work force, workers' health quality, and rites of death in senior citizens' memories.
Dentistry
Many of the School of Dentistry's 100 teachers, one-fifth of whom hold a master's or doctoral degree, does research. Research includes bio-safety in dental practice, dental trauma, social representation of health and mouth disease, orthodontics for deciduous and permanent teeth, surgery, peridental disease and cyst, and prevention and epidemiology of cavities and other diseases.
Pharmacy
The Faculty of Pharmacy, which has four departments, does mostly experimental research. Of the unit's more than 70 teachers, about 35% hold a doctoral degree and approximately the same percentage have a master's degree. Research includes the development of new substances and medicines at the school's laboratories, mainly the Labs of Medicines and of Pharmacognosis and Plant Chemistry.
The Department of Food does research on biotechnology (quality control and food science and technology). The Department of Clinical Analyses has work on parasitology and applied toxicology, as well as on clinical bio-chemistry.
Physical education
The School of Physical Education investigates about 20 research topics. At the two departments linked to the Physical Education program, nearly half the 35 teachers do research, most of which is done in the Labs of Exercise Physiology and of Sport Psychology. Research includes studies of the behavior of the human organism, athlete conditioning, prevention of temperature accidents during exercises, effects of caffeine on the body, and neuroendocrinologic response to exercise. In the Department of Physiotherapy and Occupational Therapy, there are projects related to neuropediatrics and to physiotherapy in geriatrics. The department's researchers work at the Hospital das Clínicas and at the Lab of Therapeutic Gymnastics, which belongs to the school.
Websites
Colégio Técnico – Coltec
Centro Esportivo Universitário – CEU
Escola de Arquitetura
Escola de Belas-Artes – EBA
Escola de Ciência da Informação (Escola de Biblioteconomia)
Escola de Educação Física, Fisioterapia e Terapia Ocupacional – EEFFTO
Escola de Enfermagem
Escola de Engenharia
Escola de Música
Escola de Veterinária
Faculdade de Ciências Econômicas – FACE
Faculdade de Direito
Faculdade de Educação – FAE
Faculdade de Farmácia
Faculdade de Filosofia e Ciências Humanas – FAFICH
Faculdade de Letras – FALE
Faculdade de Medicina
Faculdade de Odontologia
Instituto de Ciências Agrárias da Universidade Federal de Minas Gerais - ICA
Instituto de Ciências Biológicas – ICB
Instituto de Ciências Exatas – ICEx
Instituto de Geociências – IGC
Parque Tecnológico – BHTEC
See also
Brazil University Rankings
List of federal universities of Brazil
Universities and Higher Education in Brazil
References
External links
1927 establishments in Brazil
Universities and colleges established in 1927
Federal universities of Brazil
Universities and colleges in Minas Gerais
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https://en.wikipedia.org/wiki/ABN%20AMRO
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ABN AMRO
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ABN AMRO Bank N.V. is the third-largest Dutch bank, with headquarters in Amsterdam. It was initially formed in 1991 by merger of the two prior Dutch banks that form its name, Algemene Bank Nederland (ABN) and Amsterdamsche en Rotterdamsche Bank (AMRO Bank).
Following aggressive international expansion, ABN AMRO was acquired and broken up in 2007―2008 by a consortium of European banks, including Fortis which intended to take over its formed operations in the Benelux. Fortis came under stress in the autumn of 2008, and was in turn broken up into separate national entities; the Dutch operations, namely Fortis Bank Nederland and the former ABN AMRO activities that Fortis had planned to absorb, were nationalized, restructured, and renamed ABN AMRO in mid-2010. On , the Dutch government publicly re-listed the company through an IPO and sold 20 percent of the shares to the public.
History
Background
In 1824, King William I established the Nederlandsche Handel-Maatschappij (NHM) a trading company to revive trade and financing of the Dutch East Indies and it would become one of the primary ancestors of ABN AMRO. The NHM merged with the in 1964, to form Algemene Bank Nederland (ABN). Also in 1964, the Amsterdamsche Bank, established in 1871, merged with the Rotterdamsche Bank, established in 1873 (as part of a merger that included Determeijer Weslingh & Zn. from 1765), to form Amsterdamsche en Rotterdamsche Bank, known as AMRO Bank.
ABN and AMRO merger
On 22 September 1991, ABN and AMRO merged to form ABN AMRO. In 1993, two of its investment banking subsidiaries ― Bank Mees & Hope and Pierson, Heldring & Pierson ― merged in turn to form MeesPierson.
The two merged banks brought to ABN AMRO a large network of overseas companies and branches. From NHM, ABN owned a significant branch network in Asia and the Middle East, including the Saudi Hollandi Bank owned by the NHM Jeddah branch. Another, the Hollandsche Bank-Unie (HBU), which grew from the merger of the Hollandsche Bank voor de Middellandsche Zee (HBMZ) and the Hollandsche Zuid-Amerika Bank in 1933, gave ABN AMRO an extensive network of branches in South and Central America. In 1979, ABN had expanded into North America with the acquisition of Chicago-based LaSalle National Bank.
After the 1991 merger, ABN AMRO continued to grow through a number of further acquisitions, including the 1996-purchase of suburban Detroit based Standard Federal Bank followed five-years later by the acquisition of its Detroit-based competitor Michigan National Bank which was rebranded as Standard Federal. In 2005, Standard Federal became LaSalle Bank Midwest to unite ABN AMRO's two banking networks in the U.S. In 1995, ABN AMRO purchased The Chicago Corporation, an American securities and commodities trading and clearing corporation.
Other major acquisitions included the Brazilian bank Banco Real in 1998, and the Italian bank Antonveneta in 2006. It was also involved in the controversial acquisition of the Dutch local government mortgage and building development organisation, the Bouwfonds in 2000. ABN AMRO sold the Bouwfonds as a going concern in 2006.
In July 2006, Favonius Ventures, which was founded and headed by Roel Pieper, received all of the technology investments of ABN AMRO Capital which is the private equity business unit of ABN AMRO Bank N.V.
Mid-2000s weakness, acquisition and breakup
ABN AMRO had come to a crossroads in early 2005. The bank had still not come close to its own target of having a return on equity that would put it among the top five of its peer group, a target that the CEO, Rijkman Groenink had set upon his appointment in 2000. From 2000 until 2005, ABN AMRO's stock price stagnated. Financial results in 2006 added to concerns about the bank's future. Operating expenses increased at a greater rate than operating revenue, and the efficiency ratio deteriorated further to 69.9%. Non-performing loans increased considerably year on year by 192%. Net profits were only boosted by sustained asset sales. In 2006, research findings were publicly released regarding ABN AMRO Bank N.V.'s predecessors and connections to African slavery. An examination of 200 predecessors of ABN AMRO Bank N.V. founded before 1888, determined that some had connections to African slavery, either in the United States or elsewhere in the Americas.
By 2007, ABN AMRO was the second-largest bank in the Netherlands and the eighth-largest in Europe by assets. At that time, the magazine The Banker and Fortune Global 500 placed it 15th in the list of world's biggest banks and it had operations in 63 countries, with over 110,000 employees.
On 31 August 2007, ABN AMRO Bank N.V. Pakistan merged with Prime Commercial Bank which consisted of 69 branches across 24 cities for Sale of US$227 million and formed ABN AMRO Bank (Pakistan) Limited (Which later got merged into Royal Bank of Scotland Pakistan).
On 21 February 2007, The Children's Investment Fund Management (TCI) hedge fund called to ask the Chairman of the Supervisory Board to actively investigate a merger, acquisition, or breakup of ABN AMRO, stating that the current stock price did not reflect the true value of the underlying assets. TCI asked the chairman to put its request on the agenda of the annual shareholders' meeting to be held in April 2007. Events accelerated on 20 March 2007, when the British bank Barclays and ABN AMRO both confirmed they were in exclusive talks about a possible merger.
On 28 March 2007, ABN AMRO published the agenda for the shareholders' meeting of 2007. It included all items requested by TCI, but with the recommendation not to follow the request for a breakup of the company.
However, on 18 April, another British bank, the Royal Bank of Scotland (RBS) contacted ABN AMRO to propose a deal in which a consortium of banks, including RBS, Belgium's Fortis, and Spain's Banco Santander Central Hispano (now Banco Santander) would jointly bid for ABN AMRO and thereafter divide the components of the company among them. According to the proposed deal, RBS would receive ABN's United States operations, LaSalle, and ABN's wholesale operations; Banco Santander would take the Brazilian operations; and Fortis, the Dutch operations. The three banks set up a joint venture, RFS Holdings (with a name based on their respective initials), to execute the transaction.
On 23 April, ABN AMRO and Barclays announced the proposed acquisition of ABN AMRO by Barclays. The deal was valued at €67 billion and included the sale of LaSalle Bank to Bank of America for €21 billion.
Two days later, the RBS-led consortium brought out its indicative offer, worth €72 billion, if ABN AMRO would abandon its sale of LaSalle Bank to Bank of America. During the shareholders' meeting the next day, approximately 68 percent of the shareholders voted in favor of the breakup as requested by TCI.
The sale of LaSalle was seen as obstructive by many: as a way of blocking the RBS bid, which hinged on further access to the US markets, in order to expand on the success of the group's existing American brands, Citizens Bank and Charter One. On 3 May 2007, the Dutch Investors' Association (Vereniging van Effectenbezitters), with the support of shareholders representing up to 20 percent of ABN's shares, took its case to the Dutch commercial court in Amsterdam, seeking an injunction against the LaSalle sale. The court ruled that the sale of LaSalle could not be viewed apart from the current merger talks of Barclays with ABN AMRO and that the ABN AMRO shareholders should be able to approve other possible merger/acquisition candidates in a general shareholder meeting.
However, in July 2007, the Dutch Supreme Court ruled that Bank of America's acquisition of LaSalle Bank could proceed and Bank of America absorbed LaSalle effective 1 October 2007.
On 23 July 2007, Barclays raised its offer for ABN AMRO to €67.5bn, after securing investments from the governments of China and Singapore, but it was still short of the RBS consortium's offer. Barclay's revised bid was worth €35.73 a share — 4.3% more than its previous offer. The offer, which included 37% cash, remained below the €38.40-a-share offer made the week before by the RFS consortium. The revised offer did not include an offer for La Salle Bank since ABN AMRO could proceed with the sale of that subsidiary to Bank of America. RBS would now settle for ABN's investment-banking division and its Asian Network.
On 30 July 2007, ABN AMRO withdrew its support for Barclays' offer which was lower than the offer from the group led by RBS. While the Barclays offer matched ABN AMRO's "strategic vision," the board couldn't recommend it from "a financial point of view." The US$98.3bn bid from RBS, Fortis, and Banco Santander was 9.8% higher than Barclays' offer.
Barclays Bank withdrew its bid for ABN AMRO on 5 October, clearing the way for the RBS-led consortium's bid to go through, along with its planned dismemberment of ABN AMRO. RFS formally acquired ABN AMRO on . Fortis would receive ABN AMRO's Dutch and Belgian operations, Banco Santander would get Banco Real in Brazil, and Banca Antonveneta in Italy and RBS would get ABN AMRO's wholesale division and all other operations, including those in Asia.
2008 financial crisis
Both RBS and Fortis were increasingly visibly overextended following the ABN AMRO acquisition. On 22 April 2008, RBS announced the largest rights issue in British corporate history, which aimed to raise £12billion in new capital to offset a writedown of £5.9billion resulting from the bad investments and to shore up its reserves following the purchase of ABN AMRO. On 11 July 2008, Fortis CEO Jean Votron stepped down after the ABN AMRO deal had depleted Fortis's capital. The total worth of Fortis, as reflected by its stock value, was at that time one-third of what it had been before the acquisition, and just under the value it had paid for the Benelux activities of ABN AMRO.
On 3 October 2008, Fortis was nationalised. The Dutch government bought a number of Fortis divisions plus Fortis's share in ABN AMRO for EUR 16.8 billion. It subsequently announced that the parts of ABN AMRO it had acquired would be integrated with Fortis Bank Nederland (FBN) to create a new ABN AMRO. On 13 October 2008, British Prime Minister Gordon Brown announced a UK government bailout of the financial system. The Treasury would infuse £37 billion ($64 billion, €47 billion) of new capital into Royal Bank of Scotland Group Plc, Lloyds TSB and HBOS Plc, to avert financial sector collapse. This resulted in a total government ownership in RBS of 58%. As a consequence of this rescue, the chief executive of the group Fred Goodwin offered his resignation, which was duly accepted. Later in October, Fortis announced that it would sell its stake in RFS Holdings, which included all activities that had not been transferred yet to Fortis (i.e. everything except asset management).
Disposals outside of the Netherlands
In 2008, RFS Holdings completed the sale of a portfolio of private equity interests in 32 European companies managed by AAC Capital Partners to a consortium comprising Goldman Sachs, AlpInvest Partners and the Canada Pension Plan for $1.5 billion through a private equity secondary market transaction.
In September 2009, RBS rebranded the Morgans sharedealing business in Australia as RBS Morgans. This followed the rebranding of the ABN AMRO Australia unit to RBS Australia in March that year.
On 10 February 2010, RBS announced that branches it owned in India and the United Arab Emirates were to be rebranded under its name. HSBC Holdings said it would buy the Indian retail and commercial banking businesses of Royal Bank of Scotland for $1.8bn, however the deal fell-through in December 2012.
The operations owned by Santander, notably those in Italy and Brazil, were merged with Santander, sold or eliminated.
Dutch operations restructuring
The Dutch government had obtained full control of all Fortis operations in the Netherlands, including those parts of ABN-AMRO then belonging to Fortis, at a price of €16.8bn. The government and the De Nederlandsche Bank president have announced the merger of Dutch Fortis and ABN AMRO parts will proceed while the bank is in state ownership. This was completed in July 2010, when Fortis operations in the Netherlands were rebranded ABN AMRO.
In November 2008, a Belgian court dismissed a suit by shareholders of Fortis objecting to the Belgian government's handling of the Fortis/ABN AMRO transaction and subsequent break-up.
The Dutch government appointed former Dutch finance minister Gerrit Zalm as CEO to restructure and stabilise the bank, and in February 2010 the assets it owned were legally demerged from those owned by RBS. This demerger created two separate organisations, ABN AMRO Bank N.V. and The Royal Bank of Scotland N.V. The former was merged with ABN AMRO Private Banking, Fortis Bank Nederland, the private bank MeesPierson (formerly owned by the original ABN AMRO and Fortis) and the diamond bank International Diamond & Jewelry Group to create ABN AMRO Group N.V., with the Fortis name being dropped on 1 July 2010. The remaining parts of the original ABN AMRO still owned by The Royal Bank of Scotland N.V., meanwhile, were renamed, sold or closed. As part of the agreement with the European Commission on state aid in the restructuring, ABN AMRO sold Hollandsche Bank-Unie to Deutsche Bank in April 2010, together with another subsidiary, IFN Finance.
Post-restructuring history
ABN AMRO acquired the specialist on-line mortgage provider Direktbank Hypotheken as part of the nationalisation and from 1 January 2011, it stopped selling these products under this brand to the public. It absorbed the mortgage business into its own products under the ABN AMRO brand as well as Florius brand.
In November 2020, ABN Amro announced it would cut 2800 jobs and sell its head offices as a plan to reduce costs, hoping to save €700 million by 2024.
Operations
ABN AMRO Bank has offices in 15 countries with 32,000 employees, most of whom are based in the Netherlands with only 5,000 in other countries. Its operations include a private banking division which focuses on high-net-worth clients in 14 countries as well as commercial and merchant banking operations that play a major role in energy, commodities and transportation markets as well as brokerage, clearing, and custody.
In April 2022, ABN AMRO Bank announced the company had signed a multi-year subscription extension with Switzerland based Banking and financial software development organisation Temenos. The deal was made to support ABN AMRO with customer growth and overall business expansion on the Temenos Banking cloud.
Marketing
The bank refers to itself as ABN AMRO in all capitals, based on an acronym of the two originating banks names Algemene Bank Nederland and the Amsterdam and Rotterdam Bank, in the second case the first two letters of each city make up the word AMRO. The letters in 'ABN' are pronounced separately and 'AMRO' is pronounced as a word. For this reason some media spell the name as 'ABN Amro'. In written text both versions are used, although the bank itself uses only the uppercase version. In conversations, the bank is sometimes referred to as simply ABN or AMRO bank depending on one's location around the world.
The green and yellow shield logo was designed by Landor Associates for ABN AMRO in 1991, and has been used as a brand for the bank and all its subsidiaries.
ABN AMRO was the main sponsor of Dutch football club AFC Ajax of Amsterdam from 1991 to 2008. The sponsor logo was at the time the only one in the world to be printed vertically down the right hand side of the front of the shirt. As of 2014, ABN AMRO is one of the strategic industry partners with Duisenberg School of Finance.
The bank's former art collection has been managed since the end of 2007 by a dedicated foundation, the .
Controversy
Madoff fraud
As a result of the alleged fraud by Bernard Madoff, Fortis Bank Netherlands (Holding) NV lost 1 billion euros on loans from the bank (through its subsidiary Prime Fund Solutions, part of Fortis Merchant Banking) to hedge fund and as collateral investments in Bernard Madoff Investment Securities. The Dutch government said on behalf of Fortis that a claim against the Securities and Exchange Commission would be considered.
Goldman Sachs SEC lawsuit
ABN AMRO was mentioned by the United States Securities and Exchange Commission (SEC) in court filings when it sued Goldman Sachs and one of Goldman's collateralized debt obligation (CDO) traders on 16 April 2010. The SEC alleges that Goldman defrauded both IKB Deutsche Industriebank and ABN AMRO by its failure to disclose that the CDOs it sold to both banks were not assembled by a third party, but instead through the guidance of a hedge fund that was counterparty in the CDS transaction. This hedge fund, Paulson & Co., stood to reap great financial benefit in the event of default.
Diamond Financing
ABN AMRO bank is one of the main banks financing the diamond business. ABN AMRO had branches in Botswana, New York, Hong Kong, Mumbai and Dubai, all of which they have sold or are in process of closing. They currently only have a branch in Antwerp, where they are also shrinking their business.
Notable alumni
Vladimer Gurgenidze ― Prime Minister of Georgia (2007―2008)
John Hewson ― Member of the Australian House of Representatives (1987―1995)
Graeme Le Saux ― English football player
Anne Boden ― Founder of Starling Bank
Anita Dillen -- niece of Philips CEO: Cor Dillen
See also
History of banking
Primary dealers
European Financial Services Roundtable
ATM Industry Association (ATMIA)
References
External links
ABN Video and Audio on MarketWatch
CountryLab / PARIS
Banks established in 1991
Banks of the Netherlands
Banks under direct supervision of the European Central Bank
Companies listed on Euronext Amsterdam
Dutch brands
Dutch companies established in 1991
Government-owned companies of the Netherlands
Multinational companies headquartered in the Netherlands
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https://en.wikipedia.org/wiki/Walter%20Scott%20%28Canadian%20politician%29
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Walter Scott (Canadian politician)
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Thomas Walter Scott (October 27, 1867 – March 23, 1938) was the first premier of Saskatchewan from 1905 to 1916. Scott was Saskatchewan's second longest-serving Premier, serving one continuous term from 1905 to 1916). He led the Saskatchewan Liberal Party in three general elections, winning all three with majority governments before retiring. He was the first of six Liberal Premiers to date. He was succeeded by William Melville Martin. Scott was also the minister of various departments during his tenure as premier. Prior to the creation of Saskatchewan in 1905, Scott was a Member of Parliament in the federal House of Commons of Canada, elected in the general elections of 1900 and 1904.
Early life
Scott was born in 1867 in London Township, Ontario, in rural southwestern Ontario, the child of George Scott and Isabella Telfer. He was born out of wedlock, a fact he kept secret for his entire life. He moved to Portage la Prairie, Manitoba, in 1885, and then – at the age of 19 – to Regina, the capital of the North-West Territories, in 1886. He worked for and then ran a number of newspapers which supported the Liberal Party of Canada.
He became a partner in the Regina Standard from 1892 to 1893. From 1894 to 1895, he was the owner and editor of the Moose Jaw Times. Scott then bought the Regina Leader (known today as the Regina Leader-Post) in 1895, and was its editor until 1900.
During this period, Scott gained a measure of fame as pitcher for a local baseball team.
Federal politics: Creation of Saskatchewan
In 1900, Scott ran as a Liberal in the federal riding of Assiniboia West and was elected to the House of Commons. He was re-elected in 1904. During the discussions about creating provinces out of the North-West Territories, Scott initially supported territorial Premier Frederick Haultain's proposal to create one big province (to be named "Buffalo") out of what is today Alberta and Saskatchewan – but then converted to the two-province option favoured by Sir Wilfrid Laurier's Liberal government.
In February 1905, the federal Government of Canada introduced legislation to create the provinces of Alberta and Saskatchewan effective July 1, 1905 (Dominion Day). Premier Haultain was resolutely opposed to this legislation since 1) he wanted one big province, not two provinces; and 2) under the terms of the legislation, the federal government retained jurisdiction over public land. Haultain's opposition – along with opposition in the Commons to the act's provisions for denominational separate schools – delayed the passage of the bill. It did not receive royal assent as the Saskatchewan Act until July 20. It came into force on September 1, 1905, creating the province of Saskatchewan.
On August 16, 1905, the Liberal Party of Saskatchewan held a leadership convention. Scott was the lone candidate. During his speech to the convention, the new leader of the Saskatchewan Liberals confidently predicted that Saskatchewan would soon become Canada's "banner province".
After the passage of the Saskatchewan Act and the creation of the province, the final step was setting up the government. Frederick Haultain, as the Premier of the North-West Territories, was a natural candidate for being either the first Lieutenant Governor of Saskatchewan or the first Premier. However, Haultain's opposition to the division of the Territories into two provinces, the denial of natural resources, and the Catholic school provisions had led the federal government to mistrust him. Prime Minister Laurier therefore appointed Amédée E. Forget, the Lieutenant Governor of the North-West Territories since 1898, as the first Lieutenant Governor of Saskatchewan. Forget then named the 37-year-old Scott as Premier of Saskatchewan. Some believed that he acted on the advice of Laurier while he was staying with Forget at Government House for the celebration of the creation of Saskatchewan, but Laurier denied having given that advice. The appointment created some controversy, both in the Canadian capital of Ottawa and in Saskatchewan. Scott was sworn into office on September 12, 1905.
First administration (1905–1908)
The new province's first election was held on December 13, 1905. (Scott had arrived in Regina on December 13, 1886, so the day held sentimental value for him.) Scott's Liberals ran under the slogan "Peace, Progress, and Prosperity." Scott easily retained the premiership, with his Liberals winning 16 seats in the provincial legislature, while Haultain's newly created Provincial Rights Party won only 9. (Though the popular vote was closer than this would indicate, with 52% of the vote going to the Liberals and 47% to the PRP.)
Saskatchewan's first legislative session was convened at the end of March 1906. The major issue dominating this first session was the selection of a capital city. (Regina had only been named temporary capital.) Scott had assumed that Regina would remain the capital, but in May – at a secret meeting of the Liberal caucus – Scott was shocked to learn that two-thirds of his caucus supported moving the capital to Saskatoon. Scott insisted on Regina, though, and his caucus eventually fell in line – when the Liberal MLA from Saskatoon, W.C. Sutherland, introduced a resolution to move the capital to Saskatoon on May 23, 1906, the motion was defeated by a vote of 21–2 in the legislature.
Scott, who was the Minister of Public Works in addition to serving as Premier, now began a search for a suitable location for the new Legislative Building. In late June 1906, his cabinet formally approved the location of the current Legislature. They agreed to develop the area around the Legislature into a public park (Wascana Park), which is today the largest urban park in North America. Following a design competition, the commission for the new Legislative Building was awarded to Maxwells of Montreal in December 1907.
In 1907, Scott appointed the province's first Royal Commission, the Municipal Commission, to study the issue of local government. This resulted in the Rural Municipality Act of 1908–9, which created nearly 300 Rural Municipalities (a form of local government unique to Saskatchewan and Manitoba) which are each in area. During this period, Scott was the first Commissioner, then Minister, for Municipal Affairs, in addition to his duties as premier.
A third major policy initiative during Scott's first premiership involved telephone service. In 1907, the government appointed telephone expert Francis Dagger to study the issue, and the result, in 1908, was Saskatchewan's famous solution of letting rural residents form mutual or co-operative companies to provide local phone services.
The Scott government also concerned itself with transportation. In 1906, the Scott government spent nearly $100,000 on highway construction – a figure which would increase tenfold over the course of Scott's first term in office. During this period, Scott also served as the Commissioner of Railways.
The Scott administration also undertook a major expansion of public education in Saskatchewan. Between 1905 and 1913, the number of public schools jumped from 405 to 2,747. Normal schools were opened in Regina and Saskatoon.
Scott was also very interested in higher education, having promised the creation of a provincial university during the 1905 election campaign. In spring 1907, the legislature passed the University Act, designed to create a university for the province. In August 1908, Walter Murray, a philosophy professor from the Maritimes, was appointed as the first president of the new institution, although the site of the university had not yet been determined.
During the winter of 1906-07, Scott suffered a bout of pneumonia. From this point on, he left the province every fall in search of a warmer setting. In total, he spent approximately half of his tenure as premier outside of the province.
Second administration (1908 – 1912)
In August 1908, Scott was re-elected as premier of Saskatchewan. For this election, the Legislature had been expanded to 41 seats, and Scott's Liberals won 27 of these seats. Also in 1908, the Scott government passed the Children's Protection Act to care for neglected and dependent children.
In April 1909, over the opposition of President Murray, the government decided to locate the new University of Saskatchewan in Saskatoon. The university's first classes were held in the Drinkle Building downtown in September 1909, while plans were made to develop the university on the east side of the South Saskatchewan River on land well suited for agricultural research.
Since Scott favoured a policy of decentralization (evidenced in the university going to Saskatoon instead of Regina), he continued this policy. In 1907, he appointed a commission to decide where to locate the provincial insane asylum, with it eventually being built in North Battleford in 1913. Further pursuing his scheme of decentralization, Prince Albert was awarded the provincial penitentiary in 1911.
In October 1909, the Governor General of Canada, the Earl Grey was on hand to lay the cornerstone of the Saskatchewan Legislature, which Premier Scott had recently decided should be made out of Tyndall stone.
Continuing the policy of encouraging the development of transportation facilities, in 1909 the government agreed to back railway construction bonds (up to a limit of $13,000/mile) to encourage the Canadian Northern Railway and the Grand Trunk Pacific Railway to build new lines in Saskatchewan. By the time of the Great War, this programme had created more than of new rail track in the province.
In 1910, Scott appointed another royal commission, the Magill Commission, to study the issue of grain elevators. In October, the commission rejected proposals to create government-owned elevators, opting instead for a system of elevators owned and operated co-operatively by farmers.
Third administration (1912 – 1916)
In the 1912 election, the Legislature was expanded again, and Scott's Liberals won 46 of the 54 ridings. By this point, their opposition – the Provincial Rights Party – had decided to re-join mainstream politics and renamed itself the Conservative Party. Haultain resigned as leader in the wake of the 1912 electoral defeat.
Saskatchewan's importance in Confederation and the wider British Empire was confirmed in October 1912 when the Legislative Building was officially opened by Queen Victoria's favourite son Prince Arthur, Duke of Connaught, who was then the Governor General.
Scott also served as Minister of Education in his third administration. In 1913, he introduced legislation to require religious minority ratepayers (i.e. Catholics) to support their own separate schools. This proposal met with fierce opposition from the Rev. Murdoch Mackinnon, pastor of Regina's Knox Presbyterian Church (Scott's own congregation) who was resolutely opposed to measures which would financially strengthen the position of the Roman Catholic Church. Mackinnon would remain a thorn in Scott's side – as late as 1919 fiercely denouncing Scott's compromise position of allowing up to 1 hour a day of French language instruction in public schools.
Another development in 1913 was the creation of a provincial Board of Censors to deal with the corrupting influence of new-fangled motion pictures.
With the commencement of hostilities in World War I, Scott called an emergency session of the Saskatchewan Legislature on September 15, 1914. He pledged that all government MLAs would contribute 10% of their salaries to the Canadian Patriotic Fund, and that the province would donate 1500 horses to the British war effort. The Leader of the Opposition immediately rose to applaud these measures, and the session ended with Liberal and Conservative members joining in a rousing chorus of God Save the King.
Scott had long claimed to be in favour of women's suffrage, but as of 1912, Scott was musing that women didn't really want the vote. Pressed on the matter in early 1914, he said that he didn't feel his government had a mandate from the people to enact such a major change as introducing female suffrage. When, however, in late 1915, Scott learned that Manitoba had enacted women's suffrage, he was quick to follow suit – introducing legislation on February 14, 1916, to allow women to vote.
Scott had longed opposed the prohibition of alcohol, but the war made it all but impossible to resist the pressure of temperance advocates. In a March 1915 speech in Oxbow, Scott announced that all drinking establishments in Saskatchewan would be closed as of July 1, to be replaced by provincially run liquor stores. This move would prove inadequate in the following months, as both Alberta and Manitoba enacted Prohibition. Sensing the sign of the times, Scott held a provincial referendum on the topic – the first time women had been allowed to vote in Saskatchewan – and in December 1916, 80% of Saskatchewan voters voted to ban alcohol in the province.
Scott's departure from politics by this time was virtually certain, for two main reasons. First, he had become increasingly prone to bouts of depression – with his outburst against his own pastor, Murdoch Mackinnon, during the debate about educational policy, serving as indication to his supporters that he was no longer entirely up for the job of premier.
Second, in February 1916, Conservative MLA J.E. Bradshaw alleged in the House that Liberals had been receiving kickbacks for highway work, liquor licences, and public building contracts. A Royal Commission was appointed, and several Liberal backbenchers were indicted and eventually convicted. Amidst the scandal, Scott stepped down as premier on October 16, 1916.
Electoral history
Scott was the second-longest serving Premier of Saskatchewan, with one continuous term, from September 6, 1905, to October 20, 1916. He was in office for a total of . Scott led the provincial Liberals in three general elections, winning majority governments in all three (1905, 1908, 1912).
Scott was elected three times to the Legislative Assembly and twice to the federal House of Commons. He was never defeated at the polls.
Scott is one of only four Saskatchewan premiers to win three or more majority governments, the others being Tommy Douglas, Allan Blakeney, and Brad Wall. Scott and the Liberals won over 50% of the popular vote in each of the three general elections, and also increased their number of seats in the second and third elections. The only other Saskatchewan premier to match this feat to date has been Brad Wall.
Saskatchewan general elections, 1905 to 1912
1905 General election
The first general election matched Scott and the Liberals against Haultain, former Premier of the North-West Territories, and the Provincial Rights Party. Scott and the Liberals won a substantial majority over Haultain.
1 Premier of Saskatchewan when election was called; Premier after the election.
2 Premier of the North-West Territories prior to creation of Saskatchewan; Leader of the Opposition after the election.
1908 General election
Scott again led the Liberal Party in the second general election, on August 14, 1908. Haultain was again his opponent, for the Provincial Rights Party. Scott was returned to office.
1 Premier when election was called; Premier after the election.
2 Leader of the Opposition when election was called; Leader of the Opposition after the election.
1912 General election
Scott again led the Liberal Party in the third general election, on July 11, 1912. The Provincial Rights Party by this time had re-named itself the Conservative Party of Saskatchewan, now led by Wellington Willoughby. Scott was returned to office.
1 Premier when election was called; Premier after the election.
2 Leader of the Opposition when election was called; Leader of the Opposition after the election.
3 The Legislative Assembly had 54 seats, but the election in Cumberland was declared void, resulting in a vacancy in the Assembly until a by-election was called on September 8, 1913.
Saskatchewan constituency elections
Scott stood for election to the Legislative Assembly three times, in two different ridings. He was elected each time.
1905 General election: Lumsden
E Elected.
1908 General election: Swift Current
E Elected.
1912 General election: Swift Current
E Elected.
X Incumbent.
Federal constituency elections, 1900 and 1904
Scott stood for election to the House of Commons twice, in the riding of Assiniboia West, North-West Territories. He was elected both times.
1900 General election: Assiniboia West
E Elected.
X Incumbent.
1904 General election: Assiniboia West
E Elected.
X Incumbent.
Life after public office
Scott travelled widely in the years following his departure from public life in 1916. His mental health never allowed him to re-engage in politics or public affairs, nor any significant employment. He ultimately settled in Victoria, British Columbia, with his wife. His mental health did not improve and in 1936 he was committed to a private psychiatric home in Ontario for well-off patients. He died there in 1938 and is buried in Victoria. The circumstances of his death were not made public in Saskatchewan.
Honours
The Walter Scott Memorial was unveiled in 2012 in Wascana Centre, coinciding with the 100th anniversary of the Saskatchewan Legislative Building. The memorial is a full figured bronze statue of Scott facing the Legislative Building, holding a blueprint of the building, which he oversaw construction of while premier.
The Walter Scott Building on Albert Street in Regina was named in Scott's honour, and is the home of many provincial government agencies and departments.
In 2000, Gordon Barnhart, former Lieutenant Governor of Saskatchewan, released the first detailed biography of Walter Scott.
A bust of Scott was commissioned by the provincial government as part of its "Millennial Busts" project.
Scott Collegiate, a high school in Regina, is named after Scott.
References
External links
University of Regina Archer Library — Saskatchewan Politics Research Guide: Thomas Walter Scott
Encyclopedia of Saskatchewan entry
Thomas Walter Scott – SCAA
1867 births
1938 deaths
Premiers of Saskatchewan
Leaders of the Saskatchewan Liberal Party
Saskatchewan Liberal Party MLAs
Members of the House of Commons of Canada from the Northwest Territories
Liberal Party of Canada MPs
Canadian Presbyterians
Canadian people of Scottish descent
People from Middlesex County, Ontario
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https://en.wikipedia.org/wiki/L.A.%20Woman
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L.A. Woman
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L.A. Woman is the sixth studio album by the American rock band the Doors, released on April 19, 1971, by Elektra Records. It is the last to feature lead singer Jim Morrison during his lifetime, due to his sudden death exactly two months and two weeks following the album's release. Even more so than its predecessors, the album is heavily influenced by blues. It was recorded without record producer Paul A. Rothchild after he quit the band over a perceived lack of quality in their studio performances. Subsequently, the band co-produced the album with longtime sound engineer Bruce Botnick.
"Love Her Madly" was released as a single in March 1971, preceding the album's release, and reached the Top 20 in the Billboard Hot 100. Upon release, the album peaked at number nine on the Billboard 200 and reached number 28 on the UK Albums Charts. The track "Riders on the Storm" also achieved chart success.
Critics including Richie Unterberger and David Quantick have called L.A. Woman one of the Doors' best albums, citing Morrison's vocal performance and the band's stripped-down return to their blues-rock roots.
Background
The Doors had achieved commercial and critical success by 1969, but for much of that year they were blacklisted from radio playlists and their concert bookings dwindled after singer Jim Morrison had been charged with profanity and indecent exposure at a concert in Miami, Florida. Morrison had mentioned leaving the group at the end of 1968, only to be convinced by keyboardist Ray Manzarek to stay on another six months. On September 20, 1970, Morrison was convicted for the Miami incident. In a 1971 interview with Ben Fong-Torres, Morrison said of Miami, "I think subconsciously I was trying to get across in that concert, I was trying to reduce it to absurdity. And it worked too well."
In November 1970, shortly after Morrison's trial ended, the Doors entered Sunset Sound Recorders in Los Angeles to record early versions of the songs "L.A. Woman", "Riders on the Storm" and "Love Her Madly". The new songs were a departure from the heavily orchestrated pieces on the earlier album The Soft Parade, which burdened the group with long, drawn-out recording sessions. The simplified and straightforward style, progressing from Morrison Hotel, was well-received, noted by Jazz & Pop magazine as "a return to the tight fury of early Doors' music". The band conflicted with their record company, Elektra Records, who released the Doors' first compilation album, 13, to have a product for the Christmas market. It was released without the band's input, and featured a large image of a younger Morrison, upsetting him enough to threaten signing with another label. As their contract required one more album, the group were unable to follow through with the threat, so they continued rehearsing the new material.
Record producer Paul A. Rothchild, who worked with the band on their first five albums, attended the early sessions but quit following friction with the band. This included his dissatisfaction with the song "Love Her Madly", which "drove [him] out of the studio." He felt that recording the composition was a step backwards artistically, calling it "cocktail music." Rothchild has denied a popular rumor that claimed he directed the remark toward "Riders on the Storm", explaining that he thought that song and "L.A. Woman" were "excellent in rehearsal". He maintains that his cocktail music comment was said to "make [the group] angry enough to do something good." Rothchild was frustrated that the group was slow in developing new material, especially as the band contained three songwriters. He was unable to persuade Morrison to consistently attend rehearsals. As Bruce Botnick revealed in the book Love Becomes a Funeral Pyre, another issue that led to Rothchild's leaving was the emotional devastation he felt at the death of Janis Joplin, having worked with her on Pearl. Rothchild left before any master takes were complete, recommending that the Doors co-produce L.A. Woman with Botnick, the sound engineer who had worked with Rothchild on the band's previous recordings.
Recording
The group and Botnick organized a makeshift recording studio at their private rehearsal space, the Doors' Workshop, a two-story building at 8512 Santa Monica Boulevard. They could then record in a more comfortable and relaxed setting while avoiding the expenses of a professional studio. A mixing console previously owned by Elektra was installed upstairs in the Workshop, while studio monitors, microphones, and keyboards were set up downstairs. To compensate for the lack of an isolated vocal booth, Morrison recorded in the bathroom doorway, singing into the same microphone used on the Doors' final tour. According to Botnick, Morrison was easy to work with and spent long hours in the studio with little consumption of alcohol.
For recording, Elvis Presley's bassist Jerry Scheff and rhythm guitarist Marc Benno were brought in to provide additional backing. Densmore characterized Scheff as "an in-the-pocket man" for his steady supportive role, and praised how Scheff "allowed me to communicate rhythmically with Morrison, and he slowed Ray down, when his right hand on the keyboards got too darn fast". By all accounts, Morrison – a huge Presley fan – was excited by Scheff's participation. In addition, Benno was asked to participate as a result of his recent notoriety from working with Leon Russell. The songs were completed in a few takes on a professional-quality 8-track recorder, and the album was finished in six days. Morrison was a blues enthusiast and proclaimed the final recording session as "blues day", recording "Crawling King Snake", "Cars Hiss by My Window", and "L.A. Woman". The album had a raw, live sound with overdubs mostly limited to additional keyboards. Botnick explained, "The overall concept for the recording session was to go back to our early roots and try to get everything live in the studio with as few overdubs as possible". Mixing was completed at Poppi studios in West Hollywood, by which time Morrison had moved to Paris, France.
Music
The band began recording without much material and needed to compose songs on the spot, either by jamming or talking through ideas. In a 1994 interview, guitarist Robby Krieger stated, "Rothchild was gone, which is one reason why we had so much fun. The warden was gone." Despite its troubled beginnings, L.A. Woman contains some of the Doors' most critically acclaimed songs, as well as some of their most blues-oriented. Lyrically, the album deals with contemporary topics such as love, life in Los Angeles, and complex aspects of the human experience. Manzarek explained the band did not "approach the album with one vision, but after we started working on the songs, we realized that they're talking about L.A. They're about men, women, boys, girls, love, loss, lovers-lost, and lovers-found in Los Angeles". The album, as a whole, demonstrated Morrison's songwriting abilities, combined with his poetic phrasing and enthusiasm for Los Angeles but still a desire to leave the city with his partner, Pamela Courson. Artistically, L.A. Woman saw the band mixing blues and rock, with some elements of psychedelic and jazz rock of their early career.
Songs
Side one
L.A. Woman opens with the Morrison-penned track "The Changeling", which the Doors wanted to be the album's first single. Taken from one of Morrison's journals written in 1968, Holzman overruled the group's decision in favor of "Love Her Madly" and the non-album B-side "(You Need Meat) Don't Go No Further".
Morrison also contributed "Been Down So Long", a song inspired by folk singer Richard Fariña's book Been Down So Long It Looks Like Up to Me and Furry Lewis's tune, "I Will Turn Your Money Green". A conventional blues song reminiscent of Morrison's potential imprisonment from earlier Doors performances, the lyrics showed depression, liberation, and sexuality. Additionally, Morrison wrote the blues number "Cars Hiss by My Window". Unlike most of the other tracks, it was composed in the studio. Manzarek recalled that "Jim said it was about living in Venice [Beach], in a hot room, with a hot girlfriend, and an open window, and a bad time. It could have been about Pamela Courson". Of the remaining self-written material on L.A. Woman, Krieger wrote "Love Her Madly", which echoed his songs of romance and insecurity. He wrote the song, at his house, to alleviate his boredom during Morrison's trial.
L.A. Woman closes its first side with the title track, the lengthiest song on the album. Thought of as Morrison's final goodbye to Los Angeles, it communicated his mixed feelings of passion and disdain for "the city of night". The lyrics feature an anagram for Jim Morrison: "Mr. Mojo Risin. Krieger's electric guitar effect at the introduction impersonates the sound of an accelerated automobile engine.
Side two
In addition to "The Changeling", the Doors chose to incorporate three other compositions written before 1971: "L' America", "Crawling King Snake", and "The WASP (Texas Radio and the Big Beat)". "L'America" was intended for the soundtrack of director Michelangelo Antonioni's 1970 counterculture film Zabriskie Point, but ultimately rejected. Manzarek recalled, "Antonioni was interested in using it in Zabriskie Point. So we played it for him, and it was so loud, it pinned him up against the wall. When it was over, he thanked us and fled. So he turned to Pink Floyd, as European filmmakers tend to do when they want rock & roll." Previously titled "Latin America", it was originally written and recorded during the sessions for Morrison Hotel, and the only work during the L.A. Woman sessions with a few drum overdubs. The Doors' arrangement of the traditional "Crawling King Snake" dates back to their early tours, and was sometimes coupled with Morrison's poem "Celebration of the Lizard". "The WASP (Texas Radio and the Big Beat)" is a reworking of Morrison's sample of poetry first appearing on the group's souvenir books in 1968.
L.A. Woman also features "Hyacinth House", with lyrics written by Morrison and music by Manzarek. The song shows Manzarek being influenced by the Polish composer Frédéric Chopin's Polonaise in A-flat major, Op. 53, during its organ solo. The final track was "Riders on the Storm", a collective effort by the Doors. Based on the arrangement "Ghost Riders in the Sky" and the line "delicate riders of the storm", taken from Hart Crane's poem "Praise for an Urn", the track melded Morrison's hitchhiker imagery from his own poetry projects. The faint, ghostly backdrop heard throughout the song was the last recording of Morrison as a member of the Doors.
Live performances
After Morrison recorded poetry at Village Recorders on December 8, 1970, he felt encouraged to play some L.A. Woman material on tour. On December 11, the Doors performed in front of two sold-out audiences at the State Fair Music Hall in Dallas. The band opened the first concert with an extended "Love Her Madly", but struggled on older material as they had not played live since the Isle of Wight FestivaI that August. The set included "The Changeling" and "L.A. Woman" and closed with "When the Music's Over". The concerts were well received, proving the Doors were still a capable live act and leading to an extra performance in Louisiana. Audience recordings from the Doors' performances of "Love Her Madly", "The Changeling", "L.A. Woman", and the Morrison Hotel track "Ship of Fools" were included on the 2003 album Boot Yer Butt: The Doors Bootlegs.
On December 12, the Doors played the Warehouse in New Orleans for what turned out to be their last live performance with Morrison. Midway through the set, a drunk Morrison began slurring the lyrics to "Light My Fire", interrupted with speeches and jokes. He sat in front of the drum platform in between Krieger and Manzarek's solos, but did not stand up to finish the song. After prompting by Densmore, he tried to sing, before bashing the mic stand into the stage until its wood splintered. The Doors agreed to stop touring and focus on completing L.A. Woman.
For years, fans speculated over the possible recordings of the New Orleans concert. In 2011, George Friedman, a stage manager of the Warehouse, revealed he had a reel to reel recording of the gig secured in a safety deposit box. He explained he discovered the tapes "when Beaver Productions moved its offices out of the Warehouse, Uptown into a building at the Riverbend. The Doors tape, along with a stack of other Warehouse show tapes, were cast off and left behind as debris during the move". Despite the confirmation of their existence, there has yet to be an official release of the recordings.
Release and reception
L.A. Woman was released on April 19, 1971. It reached number nine on the Billboard 200, remaining on the charts for 36 weeks, and reached number 28 in the UK, spending four weeks on the UK Albums Charts. The first cover pressing had a burgundy-colored, curved-corner cardboard cutout sleeve, framing a clear embossed cellophane insert, glued in from behind. Photography was credited to Wendell Hamick. According to Jac Holzman, chief executive officer of Elektra Records: "I wasn't sure there would be another album ever, so I had Bill Harvey create a collector's cover. The Doors' faces were printed on clear film. The backing color of the inner sleeve could be changed and would affect the mood of the package. This is the first album in which Jim is bearded on the front cover. His photo is on the right, no bigger, no smaller than the others, just another guy in the band."
Three months after release, on July 3, Morrison was found dead. There had been discussions between Morrison and the others for future recording after he returned from Paris. The album was accompanied by the "Love Her Madly" single, which was released in March and charted at number 11 on the Billboard Hot 100 for a stay of 11 weeks, but failed to chart in the UK. An additional single, "Riders on the Storm", was edited and released in June, and reached number 14 on the Billboard chart, while managing to peak at number 22 in the UK chart.
The album received mostly positive reviews. Rolling Stones Robert Meltzer was impressed by the sense of fun and the togetherness of the band, saying it was "the Doors' greatest album" and the best album of the year. Reviewing in New Musical Express, critic Roy Carr called it "one of their best in sometime," praising it as having "great depth, vigour and presence." Melody Maker wrote a not-so-favorable review, commending some cuts, especially the "effective electric piano" of "Riders on the Storm", but deemed the rest of the album as just "staleness", and that it's "all so obvious that originality has left them". In Christgau's Record Guide: Rock Albums of the Seventies (1981), Robert Christgau appreciated Morrison's sense of humor in some of the lyrics and believed "the band has never sounded better", although he was disappointed with "Been Down So Long" and "L'America". In his 1994 book The Complete Guide to the Music of The Doors, Peter K. Hogan describes the album as an expansion on the style from Morrison Hotel, but in a more coherent form. He also believed L.A. Woman was a fitting swan song for Morrison, who was pleased to finally record a blues-oriented album.
Sal Cinquemani, reviewing the album for Slant Magazine, considers L.A. Woman to be "the sound of a band in perfect harmony". He describes the Doors' material as "disturbing and cynical over the years, and these songs were no exception". PopMatterss Nathan Wisnicki said Morrison's lyrics were less pretentious than previous work because of L.A. Womans "more conventional blues". Stephen Dalton of Classic Rock, reviewing the 40th Anniversary Edition of the album, remarks how "the original L.A. Woman still stands proud, an all-time classic journey into bright shining darkness." David Quantick from BBC Music attributed the record's success to "a stripped-down yet full sound, a developed mysticism tied tightly to the band's brand of rock, and confidence born of having been a functioning unit for several years". Richie Unterberger, writing for AllMusic, described L.A. Woman as "uneven", but noted that the album contains compositions that "rate among their finest and most disturbing work".
In 2003, L.A. Woman was ranked at 362 on Rolling Stone magazine's list of The 500 Greatest Albums of All Time. When the list was revised in 2012, to accommodate a number of albums released since 2003, the album was repositioned at number 364. Both Ultimate Classic Rock and Stereogum named it the Doors' second best album, with the latter's Ryan Leas adding in the website, "It traveled the same raw blues-rock lane as its predecessor, but now the Doors sounded ragged, bleary. It's one of those early-'70s records that comes off like a beleaguered hangover from the end of the '60s." Online newspaper The Independent cited L.A. Woman the twelfth best album of 1971, while Ultimate Classic Rock included it among the 100 top rock albums of the 70s.
Reissues and remasters
In 1988, L.A. Woman was digitally remastered by Botnick and Paul A. Rothchild at Digital Magnetics, using the original master tapes. DCC Compact Classics reissued the album on 24kt gold CD in 1993 and on 180g vinyl in 1998, both versions were mastered by Steve Hoffman. It was remastered again in 1999 for The Complete Studio Recordings box set by Bernie Grundman and Botnick at Bernie Grundman Mastering, using 96khz/24bit technology; it was also released as a standalone CD release. This was followed by a 5.1 surround version of the album, released on DVD-Audio on December 19, 2000; the surround mix was created by Botnick from the original eight-track analog 1" master tapes. In 2006, all six of the Doors' albums with Morrison were remixed in stereo and 5.1 for the Perception box set. This edition of L.A. Woman includes two bonus tracks ("Orange County Suite" and "(You Need Meat) Don't Go No Further") and was made available with or without an accompanying DVD that features the 5.1 surround sound version of the album along with Doors' rehearsal footage. This remix series has been criticized because "the band chose to remix and tinker with [the albums], adding and cutting from a few tracks and including unused instrumental parts." For example, "Cars Hiss By My Window" features an extra verse and other additions for a new length of 4:58 (as opposed to 4:10 on the original). In 2009, the album was reissued on 180g vinyl featuring the original mix, cut by Grundman.
In 2012, L.A. Woman was digitally remastered again as a part of "The Years of the Doors" series to commemorate its 40th Anniversary release. This edition was reissued in an expanded format on January 24, 2012, by Elektra and Rhino Records in CD and digital formats, and it includes the 2006 stereo remix done and mastered by Botnick at Uniteye. It also features seven alternate versions of songs, and two previously unreleased tracks, "She Smells So Nice" and "Rock Me". This remaster has been praised for leaving the original album "untouched". To accompany this release, a documentary titled Mr. Mojo Risin': The Story of L.A. Woman was distributed. The film includes interviews with all three remaining band members, as well as live and studio performances. Analogue Productions also reissued the album on hybrid SACD (2013) and double 45 RPM vinyl (2012), both editions were mastered by Doug Sax and Sangwook Nam at The Mastering Lab; the CD layer of the Super Audio CD contains the original stereo mix while the SACD layer contains Botnick's 2006 5.1 surround mix. To commemorate the album’s 50th anniversary, Rhino released a three-CD/one-LP set on December 3, 2021. It was remastered by Botnick including the original stereo mix and two bonus discs of unreleased studio outtakes.
L.A. Woman Sessions special edition
Rhino released on April 23, 2022 (as a RSD exclusive) the studio outtakes from the 50th Anniversary three-CD/one-LP set as a special edition quadruple vinyl entitled L.A. Woman Sessions.
Track listing
Original album
All songs written by the Doors, except where noted. Details are taken from the 1971 Elektra Records album and may differ from other sources.
Reissues
L.A. Woman Sessions (2022 RSD special edition quadruple vinyl)
Personnel
Details are taken from the 2007 Rhino Records CD remaster liner notes with producer Bruce Botnick's accompanying essay, and may differ from other sources.
The Doors
Jim Morrisonvocals
Ray Manzarekpiano, organ; including Hammond organ on "The Changeling", "Hyacinth House" and "The WASP (Texas Radio and the Big Beat)"; Vox Continental on "Love Her Madly", and Rhodes piano on "L.A. Woman" and "Riders on the Storm"; rhythm guitar on "Been Down So Long"
Robby Kriegerlead guitar
John Densmoredrums (with brushes on "Cars Hiss by My Window"), tambourine on "Love Her Madly" and "Been Down So Long"
Additional musicians
Jerry Scheffbass
Marc Bennorhythm guitar on "Been Down So Long", "Cars Hiss by My Window", "L.A. Woman" and "Crawling King Snake"
Technical
Bruce Botnickproduction
Carl Cossickalbum concept and design
Wendell Hamickcover photography
Charts
Certifications
Notes
References
Bibliography
The Doors albums
1971 albums
Albums produced by Bruce Botnick
Albums produced by Jim Morrison
Albums produced by Robby Krieger
Albums produced by Ray Manzarek
Albums produced by John Densmore
Elektra Records albums
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https://en.wikipedia.org/wiki/Health%20Insurance%20Portability%20and%20Accountability%20Act
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Health Insurance Portability and Accountability Act
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The Health Insurance Portability and Accountability Act of 1996 (HIPAA or the Kennedy–Kassebaum Act) is a United States Act of Congress enacted by the 104th United States Congress and signed into law by President Bill Clinton on August 21, 1996. It modernized the flow of healthcare information, stipulates how personally identifiable information maintained by the healthcare and healthcare insurance industries should be protected from fraud and theft, and addressed some limitations on healthcare insurance coverage. It generally prohibits healthcare providers and healthcare businesses, called covered entities, from disclosing protected information to anyone other than a patient and the patient's authorized representatives without their consent. With limited exceptions, it does not restrict patients from receiving information about themselves. It does not prohibit patients from voluntarily sharing their health information however they choose, nor does it require confidentiality where a patient discloses medical information to family members, friends, or other individuals not a part of a covered entity.
The act consists of five titles. Title I of HIPAA protects health insurance coverage for workers and their families when they change or lose their jobs. Title II of HIPAA, known as the Administrative Simplification (AS) provisions, requires the establishment of national standards for electronic health care transactions and national identifiers for providers, health insurance plans, and employers. Title III sets guidelines for pre-tax medical spending accounts, Title IV sets guidelines for group health plans, and Title V governs company-owned life insurance policies.
Titles
There are five sections to the act, known as titles.
Title I: Health Care Access, Portability, and Renewability
Title I of HIPAA regulates the availability and breadth of group health plans and certain individual health insurance policies. It amended the Employee Retirement Income Security Act, the Public Health Service Act, and the Internal Revenue Code. Furthermore, Title I addresses the issue of "job lock" which is the inability for an employee to leave their job because they would lose their health coverage. To combat the job lock issue, the Title protects health insurance coverage for workers and their families if they lose or change their jobs.
Title I requires the coverage of and also limits restrictions that a group health plan can place on benefits for pre-existing conditions. Group health plans may refuse to provide benefits in relation to pre-existing conditions for either 12 months following enrolment in the plan or 18 months in the case of late enrolment. Title I allows individuals to reduce the exclusion period by the amount of time that they have had "creditable coverage" before enrolling in the plan and after any "significant breaks" in coverage. "Creditable coverage" is defined quite broadly and includes nearly all group and individual health plans, Medicare, and Medicaid. A "significant break" in coverage is defined as any 63-day period without any creditable coverage. Along with an exception, it allows employers to tie premiums or co-payments to tobacco use, or body mass index.
Title I also requires insurers to issue policies without exclusion to those leaving group health plans with creditable coverage (see above) exceeding 18 months, and renew individual policies for as long as they are offered or provide alternatives to discontinued plans for as long as the insurer stays in the market without exclusion regardless of health condition.
Some health care plans are exempted from Title I requirements, such as long-term health plans and limited-scope plans like dental or vision plans offered separately from the general health plan. However, if such benefits are part of the general health plan, then HIPAA still applies to such benefits. For example, if the new plan offers dental benefits, then it must count creditable continuous coverage under the old health plan towards any of its exclusion periods for dental benefits.
An alternate method of calculating creditable continuous coverage is available to the health plan under Title I. That is, 5 categories of health coverage can be considered separately, including dental and vision coverage. Anything not under those 5 categories must use the general calculation (e.g., the beneficiary may be counted with 18 months of general coverage, but only 6 months of dental coverage, because the beneficiary did not have a general health plan that covered dental until 6 months prior to the application date). Since limited-coverage plans are exempt from HIPAA requirements, the odd case exists in which the applicant to a general group health plan cannot obtain certificates of creditable continuous coverage for independent limited-scope plans, such as dental to apply towards exclusion periods of the new plan that does include those coverages.
Hidden exclusion periods are not valid under Title I (e.g., "The accident, to be covered, must have occurred while the beneficiary was covered under this exact same health insurance contract"). Such clauses must not be acted upon by the health plan. Also, they must be re-written so they can comply with HIPAA.
Title II: Preventing Health Care Fraud and Abuse; Administrative Simplification; Medical Liability Reform
Title II of HIPAA establishes policies and procedures for maintaining the privacy and the security of individually identifiable health information, outlines numerous offenses relating to health care, and establishes civil and criminal penalties for violations. It also creates several programs to control fraud and abuse within the health-care system. However, the most significant provisions of Title II are its Administrative Simplification rules. Title II requires the Department of Health and Human Services (HHS) to increase the efficiency of the health-care system by creating standards for the use and dissemination of health-care information.
These rules apply to "covered entities", as defined by HIPAA and the HHS. Covered entities include health plans, health care clearinghouses (such as billing services and community health information systems), and health care providers that transmit health care data in a way regulated by HIPAA.
Per the requirements of Title II, the HHS has promulgated five rules regarding Administrative Simplification: the Privacy Rule, the Transactions and Code Sets Rule, the Security Rule, the Unique Identifiers Rule, and the Enforcement Rule.
Privacy Rule
The HIPAA Privacy Rule is composed of national regulations for the use and disclosure of Protected Health Information (PHI) in healthcare treatment, payment and operations by "covered entities" (generally, health care clearinghouses, employer-sponsored health plans, health insurers, and medical service providers that engage in certain transactions).
The effective compliance date of the Privacy Rule was April 14, 2003, with a one-year extension for certain "small plans". By regulation, the HHS extended the HIPAA privacy rule to independent contractors of covered entities who fit within the definition of "business associates". PHI is any information that is held by a covered entity regarding health status, provision of health care, or health care payment that can be linked to any individual. This is interpreted rather broadly and includes any part of an individual's medical record or payment history. Covered entities must disclose PHI to the individual within 30 days upon request. Also, they must disclose PHI when required to do so by law such as reporting suspected child abuse to state child welfare agencies.
Covered entities may disclose protected health information to law enforcement officials for law enforcement purposes as required by law (including court orders, court-ordered warrants, subpoenas) and administrative requests; or to identify or locate a suspect, a fugitive, a material witness, or a missing person.
A covered entity may disclose PHI to certain parties to facilitate treatment, payment, or health care operations without a patient's express written authorization. Any other disclosures of PHI require the covered entity to obtain written authorization from the individual for disclosure. In any case, when a covered entity discloses any PHI, it must make a reasonable effort to disclose only the minimum necessary information required to achieve its purpose.
The Privacy Rule gives individuals the right to request a covered entity to correct any inaccurate PHI. Also, it requires covered entities to take some reasonable steps on ensuring the confidentiality of communications with individuals. For example, an individual can ask to be called at their work number instead of home or cell phone numbers.
The Privacy Rule requires covered entities to notify individuals of uses of their PHI. Covered entities must also keep track of disclosures of PHI and document privacy policies and procedures. They must appoint a Privacy Official and a contact person responsible for receiving complaints and train all members of their workforce in procedures regarding PHI.
An individual who believes that the Privacy Rule is not being upheld can file a complaint with the Department of Health and Human Services Office for Civil Rights (OCR). In 2006 the Wall Street Journal reported that the OCR had a long backlog and ignores most complaints. "Complaints of privacy violations have been piling up at the Department of Health and Human Services. Between April of 2003 and November 2006, the agency fielded 23,886 complaints related to medical-privacy rules, but it has not yet taken any enforcement actions against hospitals, doctors, insurers or anyone else for rule violations. A spokesman for the agency says it has closed three-quarters of the complaints, typically because it found no violation or after it provided informal guidance to the parties involved." However, in July 2011, the University of California, Los Angeles agreed to pay $865,500 in a settlement regarding potential HIPAA violations. An HHS Office for Civil Rights investigation showed that from 2005 to 2008, unauthorized employees repeatedly and without legitimate cause looked at the electronic protected health information of numerous UCLAHS patients.
It is a misconception that the Privacy Rule creates a right for any individual to refuse to disclose any health information (such as chronic conditions or immunization records) if requested by an employer or business. HIPAA Privacy Rule requirements merely place restrictions on disclosure by covered entities and their business associates without the consent of the individual whose records are being requested; they do not place any restrictions upon requesting health information directly from the subject of that information.
2013 Final Omnibus Rule update
In January 2013, HIPAA was updated via the Final Omnibus Rule. The updates included changes to the Security Rule and Breach Notification portions of the HITECH Act. The most significant changes related to the expansion of requirements to include business associates, where only covered entities had originally been held to uphold these sections of the law.
In addition, the definition of "significant harm" to an individual in the analysis of a breach was updated to provide more scrutiny to covered entities with the intent of disclosing breaches that previously were unreported. Previously, an organization needed proof that harm had occurred whereas now organizations must prove that harm had not occurred.
Protection of PHI was changed from indefinite to 50 years after death. More severe penalties for violation of PHI privacy requirements were also approved.
The HIPAA Privacy rule may be waived during natural disaster. This was the case with Hurricane Harvey in 2017.
HITECH Act: privacy requirements
See the Privacy section of the Health Information Technology for Economic and Clinical Health Act (HITECH Act).
Right to access one's PHI
The Privacy Rule requires medical providers to give individuals access to their PHI. After an individual requests information in writing (typically using the provider's form for this purpose), a provider has up to 30 days to provide a copy of the information to the individual. An individual may request the information in electronic form or hard-copy, and the provider is obligated to attempt to conform to the requested format. For providers using an electronic health record (EHR) system that is certified using CEHRT (Certified Electronic Health Record Technology) criteria, individuals must be allowed to obtain the PHI in electronic form. Providers are encouraged to provide the information expediently, especially in the case of electronic record requests.
Individuals have the broad right to access their health-related information, including medical records, notes, images, lab results, and insurance and billing information. Explicitly excluded are the private psychotherapy notes of a provider, and information gathered by a provider to defend against a lawsuit.
Providers can charge a reasonable amount that relates to their cost of providing the copy, however, no charge is allowable when providing data electronically from a certified EHR using the "view, download, and transfer" feature which is required for certification. When delivered to the individual in electronic form, the individual may authorize delivery using either encrypted or unencrypted email, delivery using media (USB drive, CD, etc., which may involve a charge), direct messaging (a secure email technology in common use in the healthcare industry), or possibly other methods. When using un-encrypted email, the individual must understand and accept the risks to privacy using this technology (the information may be intercepted and examined by others). Regardless of delivery technology, a provider must continue to fully secure the PHI while in their system and can deny the delivery method if it poses additional risk to PHI while in their system.
An individual may also request (in writing) that their PHI is delivered to a designated third party such as a family care provider.
An individual may also request (in writing) that the provider send PHI to a designated service used to collect or manage their records, such as a Personal Health Record application. For example, a patient can request in writing that her ob-gyn provider digitally transmit records of her latest pre-natal visit to a pregnancy self-care app that she has on her mobile phone.
Disclosure to relatives
According to their interpretations of HIPAA, hospitals will not reveal information over the phone to relatives of admitted patients. This has in some instances impeded the location of missing persons. After the Asiana Airlines Flight 214 San Francisco crash, some hospitals were reluctant to disclose the identities of passengers that they were treating, making it difficult for Asiana and the relatives to locate them. In one instance, a man in Washington state was unable to obtain information about his injured mother.
Janlori Goldman, director of the advocacy group Health Privacy Project, said that some hospitals are being "overcautious" and misapplying the law, the Times reports. Suburban Hospital in Bethesda, Md., has interpreted a federal regulation that requires hospitals to allow patients to opt out of being included in the hospital directory as meaning that patients want to be kept out of the directory unless they specifically say otherwise. As a result, if a patient is unconscious or otherwise unable to choose to be included in the directory, relatives and friends might not be able to find them, Goldman said.
Transactions and Code Sets Rule
HIPAA was intended to make the health care system in the United States more efficient by standardizing health care transactions. HIPAA added a new Part C titled "Administrative Simplification" to Title XI of the Social Security Act. This is supposed to simplify healthcare transactions by requiring all health plans to engage in health care transactions in a standardized way.
The HIPAA/EDI (electronic data interchange) provision was scheduled to take effect from October 16, 2003, with a one-year extension for certain "small plans". However, due to widespread confusion and difficulty in implementing the rule, CMS granted a one-year extension to all parties. On January 1, 2012 newer versions, ASC X12 005010 and NCPDP D.0 become effective, replacing the previous ASC X12 004010 and NCPDP 5.1 mandate. The ASC X12 005010 version provides a mechanism allowing the use of ICD-10-CM as well as other improvements.
After July 1, 2005 most medical providers that file electronically had to file their electronic claims using the HIPAA standards in order to be paid.
Under HIPAA, HIPAA-covered health plans are now required to use standardized HIPAA electronic transactions. See, 42 USC § 1320d-2 and 45 CFR Part 162. Information about this can be found in the final rule for HIPAA electronic transaction standards (74 Fed. Reg. 3296, published in the Federal Register on January 16, 2009), and on the CMS website.
Key EDI (X12) transactions used for HIPAA compliance are:
EDI Health Care Claim Transaction set (837) is used to submit health care claim billing information, encounter information, or both, except for retail pharmacy claims (see EDI Retail Pharmacy Claim Transaction). It can be sent from providers of health care services to payers, either directly or via intermediary billers and claims clearinghouses. It can also be used to transmit health care claims and billing payment information between payers with different payment responsibilities where coordination of benefits is required or between payers and regulatory agencies to monitor the rendering, billing, and/or payment of health care services within a specific health care/insurance industry segment.
For example, a state mental health agency may mandate all healthcare claims, Providers and health plans who trade professional (medical) health care claims electronically must use the 837 Health Care Claim: Professional standard to send in claims. As there are many different business applications for the Health Care claim, there can be slight derivations to cover off claims involving unique claims such as for institutions, professionals, chiropractors, and dentists etc.
EDI Retail Pharmacy Claim Transaction (NCPDP Telecommunications Standard version 5.1) is used to submit retail pharmacy claims to payers by health care professionals who dispense medications, either directly or via intermediary billers and claims clearinghouses. It can also be used to transmit claims for retail pharmacy services and billing payment information between payers with different payment responsibilities where coordination of benefits is required or between payers and regulatory agencies to monitor the rendering, billing, and/or payment of retail pharmacy services within the pharmacy health care/insurance industry segment.
EDI Health Care Claim Payment/Advice Transaction Set (835) can be used to make a payment, send an Explanation of Benefits (EOB), send an Explanation of Payments (EOP) remittance advice, or make a payment and send an EOP remittance advice only from a health insurer to a health care provider either directly or via a financial institution.
EDI Benefit Enrollment and Maintenance Set (834) can be used by employers, unions, government agencies, associations or insurance agencies to enroll members to a payer. The payer is a healthcare organization that pays claims, administers insurance or benefit or product. Examples of payers include an insurance company, healthcare professional (HMO), preferred provider organization (PPO), government agency (Medicaid, Medicare etc.) or any organization that may be contracted by one of these former groups.
EDI Payroll Deducted and another group Premium Payment for Insurance Products (820) is a transaction set for making a premium payment for insurance products. It can be used to order a financial institution to make a payment to a payee.
EDI Health Care Eligibility/Benefit Inquiry (270) is used to inquire about the health care benefits and eligibility associated with a subscriber or dependent.
EDI Health Care Eligibility/Benefit Response (271) is used to respond to a request inquiry about the health care benefits and eligibility associated with a subscriber or dependent.
EDI Health Care Claim Status Request (276) This transaction set can be used by a provider, recipient of health care products or services or their authorized agent to request the status of a health care claim.
EDI Health Care Claim Status Notification (277) This transaction set can be used by a healthcare payer or authorized agent to notify a provider, recipient or authorized agent regarding the status of a health care claim or encounter, or to request additional information from the provider regarding a health care claim or encounter. This transaction set is not intended to replace the Health Care Claim Payment/Advice Transaction Set (835) and therefore, is not used for account payment posting. The notification is at a summary or service line detail level. The notification may be solicited or unsolicited.
EDI Health Care Service Review Information (278) This transaction set can be used to transmit health care service information, such as subscriber, patient, demographic, diagnosis or treatment data for the purpose of the request for review, certification, notification or reporting the outcome of a health care services review.
EDI Functional Acknowledgement Transaction Set (997) this transaction set can be used to define the control structures for a set of acknowledgments to indicate the results of the syntactical analysis of the electronically encoded documents. Although it is not specifically named in the HIPAA Legislation or Final Rule, it is necessary for X12 transaction set processing. The encoded documents are the transaction sets, which are grouped in functional groups, used in defining transactions for business data interchange. This standard does not cover the semantic meaning of the information encoded in the transaction sets.
Brief 5010 Transactions and Code Sets Rules Update Summary
Transaction Set (997) will be replaced by Transaction Set (999) "acknowledgment report".
The size of many fields {segment elements} will be expanded, causing a need for all IT providers to expand corresponding fields, element, files, GUI, paper media, and databases.
Some segments have been removed from existing Transaction Sets.
Many segments have been added to existing Transaction Sets allowing greater tracking and reporting of cost and patient encounters.
Capacity to use both "International Classification of Diseases" versions 9 (ICD-9) and 10 (ICD-10-CM) has been added.
Security Rule
The Final Rule on Security Standards was issued on February 20, 2003. It took effect on April 21, 2003, with a compliance date of April 21, 2005, for most covered entities and April 21, 2006, for "small plans". The Security Rule complements the Privacy Rule. While the Privacy Rule pertains to all Protected Health Information (PHI) including paper and electronic, the Security Rule deals specifically with Electronic Protected Health Information (EPHI). It lays out three types of security safeguards required for compliance: administrative, physical, and technical. For each of these types, the Rule identifies various security standards, and for each standard, it names both required and addressable implementation specifications. Required specifications must be adopted and administered as dictated by the Rule. Addressable specifications are more flexible. Individual covered entities can evaluate their own situation and determine the best way to implement addressable specifications. Some privacy advocates have argued that this "flexibility" may provide too much latitude to covered entities. Software tools have been developed to assist covered entities in the risk analysis and remediation tracking. The standards and specifications are as follows:
Administrative Safeguards – policies and procedures designed to clearly show how the entity will comply with the act
Covered entities (entities that must comply with HIPAA requirements) must adopt a written set of privacy procedures and designate a privacy officer to be responsible for developing and implementing all required policies and procedures.
The policies and procedures must reference management oversight and organizational buy-in to compliance with the documented security controls.
Procedures should clearly identify employees or classes of employees who have access to electronic protected health information (EPHI). Access to EPHI must be restricted to only those employees who have a need for it to complete their job function.
The procedures must address access authorization, establishment, modification, and termination.
Entities must show that an appropriate ongoing training program regarding the handling of PHI is provided to employees performing health plan administrative functions.
Covered entities that out-source some of their business processes to a third party must ensure that their vendors also have a framework in place to comply with HIPAA requirements. Companies typically gain this assurance through clauses in the contracts stating that the vendor will meet the same data protection requirements that apply to the covered entity. Care must be taken to determine if the vendor further out-sources any data handling functions to other vendors and monitor whether appropriate contracts and controls are in place.
A contingency plan should be in place for responding to emergencies. Covered entities are responsible for backing up their data and having disaster recovery procedures in place. The plan should document data priority and failure analysis, testing activities, and change control procedures.
Internal audits play a key role in HIPAA compliance by reviewing operations with the goal of identifying potential security violations. Policies and procedures should specifically document the scope, frequency, and procedures of audits. Audits should be both routine and event-based.
Procedures should document instructions for addressing and responding to security breaches that are identified either during the audit or the normal course of operations.
Physical Safeguards – controlling physical access to protect against inappropriate access to protected data
Controls must govern the introduction and removal of hardware and software from the network. (When equipment is retired it must be disposed of properly to ensure that PHI is not compromised.)
Access to equipment containing health information should be carefully controlled and monitored.
Access to hardware and software must be limited to properly authorized individuals.
Required access controls consist of facility security plans, maintenance records, and visitor sign-in and escorts.
Policies are required to address proper workstation use. Workstations should be removed from high traffic areas and monitor screens should not be in direct view of the public.
If the covered entities utilize contractors or agents, they too must be fully trained on their physical access responsibilities.
Technical Safeguards – controlling access to computer systems and enabling covered entities to protect communications containing PHI transmitted electronically over open networks from being intercepted by anyone other than the intended recipient.
Information systems housing PHI must be protected from intrusion. When information flows over open networks, some form of encryption must be utilized. If closed systems/networks are utilized, existing access controls are considered sufficient and encryption is optional.
Each covered entity is responsible for ensuring that the data within its systems has not been changed or erased in an unauthorized manner.
Data corroboration, including the use of a checksum, double-keying, message authentication, and digital signature may be used to ensure data integrity.
Covered entities must also authenticate entities with which they communicate. Authentication consists of corroborating that an entity is who it claims to be. Examples of corroboration include password systems, two or three-way handshakes, telephone callback, and token systems.
Covered entities must make documentation of their HIPAA practices available to the government to determine compliance.
In addition to policies and procedures and access records, information technology documentation should also include a written record of all configuration settings on the components of the network because these components are complex, configurable, and always changing.
Documented risk analysis and risk management programs are required. Covered entities must carefully consider the risks of their operations as they implement systems to comply with the act. (The requirement of risk analysis and risk management implies that the act's security requirements are a minimum standard and places responsibility on covered entities to take all reasonable precautions necessary to prevent PHI from being used for non-health purposes.)
Unique Identifiers Rule (National Provider Identifier)
HIPAA covered entities such as providers completing electronic transactions, healthcare clearinghouses, and large health plans must use only the National Provider Identifier (NPI) to identify covered healthcare providers in standard transactions by May 23, 2007. Small health plans must use only the NPI by May 23, 2008.
Effective from May 2006 (May 2007 for small health plans), all covered entities using electronic communications (e.g., physicians, hospitals, health insurance companies, and so forth) must use a single new NPI. The NPI replaces all other identifiers used by health plans, Medicare, Medicaid, and other government programs. However, the NPI does not replace a provider's DEA number, state license number, or tax identification number. The NPI is 10 digits (may be alphanumeric), with the last digit being a checksum. The NPI cannot contain any embedded intelligence; in other words, the NPI is simply a number that does not itself have any additional meaning. The NPI is unique and national, never re-used, and except for institutions, a provider usually can have only one. An institution may obtain multiple NPIs for different "sub-parts" such as a free-standing cancer center or rehab facility.
Enforcement Rule
On February 16, 2006, HHS issued the Final Rule regarding HIPAA enforcement. It became effective on March 16, 2006. The Enforcement Rule sets civil money penalties for violating HIPAA rules and establishes procedures for investigations and hearings for HIPAA violations. For many years there were few prosecutions for violations.
As of March 2013, the U.S. Dept. of Health and Human Services (HHS) has investigated over 19,306 cases that have been resolved by requiring changes in privacy practice or by corrective action. If noncompliance is determined by HHS, entities must apply corrective measures. Complaints have been investigated against many different types of businesses such as national pharmacy chains, major health care centers, insurance groups, hospital chains and other small providers. There were 9,146 cases where the HHS investigation found that HIPAA was followed correctly. There were 44,118 cases that HHS did not find eligible cause for enforcement; for example, a violation that started before HIPAA started; cases withdrawn by the pursuer; or an activity that does not actually violate the Rules. According to the HHS website, the following lists the issues that have been reported according to frequency:
Misuse and disclosures of PHI
No protection in place of health information
Patient unable to access their health information
Using or disclosing more than the minimum necessary protected health information
No safeguards of electronic protected health information.
The most common entities required to take corrective action to be in voluntary compliance according to HHS are listed by frequency:
Private Practices
Hospitals
Outpatient Facilities
Group plans such as insurance groups
Pharmacies
Title III: Tax-related health provisions governing medical savings accounts
Title III standardizes the amount that may be saved per person in a pre-tax medical savings account. Beginning in 1997, a medical savings
account ("MSA") became available to employees covered under an employer-sponsored high deductible plan of a small employer and
self-employed individuals.
Title IV: Application and enforcement of group health insurance requirements
Title IV specifies conditions for group health plans regarding coverage of persons with pre-existing conditions, and modifies continuation of coverage requirements. It also clarifies continuation coverage requirements and includes COBRA clarification.
Title V: Revenue offset governing tax deductions for employers
Title V includes provisions related to company-owned life insurance for employers providing company-owned life insurance premiums, prohibiting the tax-deduction of interest on life insurance loans, company endowments, or contracts related to the company. It also repeals the financial institution rule to interest allocation rules. Finally, it amends provisions of law relating to people who give up United States citizenship or permanent residence, expanding the expatriation tax to be assessed against those deemed to be giving up their U.S. status for tax reasons, and making ex-citizens' names part of the public record through the creation of the Quarterly Publication of Individuals Who Have Chosen to Expatriate.
Effects on research and clinical care
The enactment of the Privacy and Security Rules has caused major changes in the way physicians and medical centers operate. The complex legalities and potentially stiff penalties associated with HIPAA, as well as the increase in paperwork and the cost of its implementation, were causes for concern among physicians and medical centers. An August 2006 article in the journal Annals of Internal Medicine detailed some such concerns over the implementation and effects of HIPAA.
Effects on research
HIPAA restrictions on researchers have affected their ability to perform retrospective, chart-based research as well as their ability to prospectively evaluate patients by contacting them for follow-up. A study from the University of Michigan demonstrated that implementation of the HIPAA Privacy rule resulted in a drop from 96% to 34% in the proportion of follow-up surveys completed by study patients being followed after a heart attack. Another study, detailing the effects of HIPAA on recruitment for a study on cancer prevention, demonstrated that HIPAA-mandated changes led to a 73% decrease in patient accrual, a tripling of time spent recruiting patients, and a tripling of mean recruitment costs.
In addition, informed consent forms for research studies now are required to include extensive detail on how the participant's protected health information will be kept private. While such information is important, the addition of a lengthy, legalistic section on privacy may make these already complex documents even less user-friendly for patients who are asked to read and sign them.
These data suggest that the HIPAA privacy rule, as currently implemented, may be having negative impacts on the cost and quality of medical research. Dr. Kim Eagle, professor of internal medicine at the University of Michigan, was quoted in the Annals article as saying, "Privacy is important, but research is also important for improving care. We hope that we will figure this out and do it right."
Effects on clinical care
The complexity of HIPAA, combined with potentially stiff penalties for violators, can lead physicians and medical centers to withhold information from those who may have a right to it. A review of the implementation of the HIPAA Privacy Rule by the U.S. Government Accountability Office found that health care providers were "uncertain about their legal privacy responsibilities and often responded with an overly guarded approach to disclosing information ... than necessary to ensure compliance with the Privacy rule". Reports of this uncertainty continue.
Costs of implementation
In the period immediately prior to the enactment of the HIPAA Privacy and Security Acts, medical centers and medical practices were charged with getting "into compliance". With an early emphasis on the potentially severe penalties associated with violation, many practices and centers turned to private, for-profit "HIPAA consultants" who were intimately familiar with the details of the legislation and offered their services to ensure that physicians and medical centers were fully "in compliance". In addition to the costs of developing and revamping systems and practices, the increase in paperwork and staff time necessary to meet the legal requirements of HIPAA may impact the finances of medical centers and practices at a time when insurance companies' and Medicare reimbursement is also declining.
Education and training
Education and training of healthcare providers is a requirement for correct implementation of both the HIPAA Privacy Rule and Security Rule.
Misspelling as HIPPA
Although the acronym HIPAA matches the title of the 1996 Public Law 104-191, Health Insurance Portability and Accountability Act, HIPAA is sometimes incorrectly referred to as HIPPA, variously said to refer to the "Health Information Privacy and Portability Act", "Health Information Privacy Protection Act", or "Health Insurance Privacy and Protection Act". The HIPPA misspelling has been observed among COVID-19 scammers.
Violations
According to the US Department of Health and Human Services Office for Civil Rights, between April 2003 and January 2013, it received 91,000 complaints of HIPAA violations, in which 22,000 led to enforcement actions of varying kinds (from settlements to fines) and 521 led to referrals to the US Department of Justice as criminal actions. Examples of significant breaches of protected information and other HIPAA violations include:
The largest loss of data that affected 4.9 million people by Tricare Management of Virginia in 2011
The largest fines of $5.5 million levied against Memorial Healthcare Systems in 2017 for accessing confidential information of 115,143 patients and of $4.3 million levied against Cignet Health of Maryland in 2010 for ignoring patients' requests to obtain copies of their own records and repeated ignoring of federal officials' inquiries
The first criminal indictment was lodged in 2011 against a Virginia physician who shared information with a patient's employer "under the false pretenses that the patient was a serious and imminent threat to the safety of the public, when in fact he knew that the patient was not such a threat."
According to Koczkodaj et al., 2018, the total number of individuals affected since October 2009 is 173,398,820.
The differences between civil and criminal penalties are summarized in the following table:
Legislative information
In 1994, President Clinton had ambitions to renovate the state of the nation's health care. Despite his efforts to revamp the system, he did not receive the support he needed at the time. The Congressional Quarterly Almanac of 1996 explains how two senators, Nancy Kassebaum (R-KS) and Edward Kennedy (D-MA) came together and created a bill called the Health Insurance Reform Act of 1995 or more commonly known as the Kassebaum-Kennedy Bill. This bill was stalled despite making it out of the Senate. Undeterred by this, Clinton pushed harder for his ambitions and eventually in 1996 after the State of the Union address, there was some headway as it resulted in bipartisan cooperation. After much debate and negotiation, there was a shift in momentum once a “compromise between Kennedy and Ways and Means Committee Chairman Bill Archer” was accepted after alterations were made of the original Kassebaum-Kennedy Bill. Soon after this, the bill was signed into law by President Clinton and was named the Health Insurance Portability and Accountability Act of 1996 (HIPAA).
,
; H. Rept. 104-469, part 1; H. Rept. 104-736
; ; S. Rept. 104-156
HHS Security Standards, , , and
HHS Standards for Privacy of Individually Identifiable Health Information, and
References
External links
California Office of HIPAA Implementation (CalOHI)
"HIPAA", Centers for Medicare and Medicaid Services
Congressional Research Service (CRS) reports regarding HIPAA, University of North Texas Libraries
Full text of the Health Insurance Portability and Accountability Act (PDF/TXT) U.S. Government Printing Office
Office for Civil Rights page on HIPAA
Acts of the 104th United States Congress
Data erasure
Insurance legislation
Medical privacy legislation
Medicare and Medicaid (United States)
Privacy law in the United States
Security compliance
United States federal health legislation
United States federal privacy legislation
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https://en.wikipedia.org/wiki/Radio%20New%20Zealand
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Radio New Zealand
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Radio New Zealand (), commonly known as Radio NZ or simply RNZ, is a New Zealand public-service radio broadcaster and Crown entity that was established under the Radio New Zealand Act 1995. It operates news and current-affairs network, RNZ National, and a classical-music and jazz network, RNZ Concert, with full government funding from NZ On Air. Since 2014, the organisation's focus has been to transform RNZ from a radio broadcaster to a multimedia outlet, increasing its production of digital content in audio, video, and written forms.
The organisation plays a central role in New Zealand public broadcasting. The New Zealand Parliament fully funds its AM network, used in part for the broadcast of parliamentary proceedings. RNZ has a statutory role under the Civil Defence Emergency Management Act 2002 to act as a "lifeline utility" in emergency situations. It is also responsible for an international service (known as RNZ Pacific); this is broadcast to the South Pacific in both English and Pacific languages through its Pacific shortwave service.
History
Early years
The first radio broadcast in New Zealand was made on 17 November 1921 by radio pioneer Professor Robert Jack. Government-funded public service radio in New Zealand was historically provided by the Radio Broadcasting Company between 1925 and 1931, the New Zealand Broadcasting Board between 1931 and 1936, the National Broadcasting Service between 1936 and 1962, the New Zealand Broadcasting Corporation between 1962 and 1975, and the Radio New Zealand state-owned enterprise between 1975 and 1995. The organisation placed a strong emphasis on training its staff in Received Pronunciation, until it began promoting local and indigenous accents in the 1990s.
As part of the process of privatisation carried out by the fourth National government, the government's commercial radio operations were sold to private investors as The Radio Network in 1996 and the government's non-commercial assets (known previously as New Zealand Public Radio) became the current Radio New Zealand Crown entity.
Later years
The broadcaster is bound by the Charter and Operating Principles included in the Radio New Zealand Act, which is reviewed by the New Zealand Parliament every five years. The Radio New Zealand Amendment Act 2016 received Royal assent on 1 April 2016.
Purpose:
As an independent public service broadcaster, the public radio company's purpose is to serve the public interest.
Freedom of thought and expression are foundations of democratic society and the public radio company as a public service broadcaster plays an essential role in exercising these freedoms.
The public radio company fosters a sense of national identity by contributing to tolerance and understanding, reflecting and promoting ethnic, cultural, and artistic diversity and expression.
The public radio company provides reliable, independent, and freely accessible news and information.
RNZ broadcasts over three nationwide networks; RNZ National, RNZ Concert and the AM network which relays Parliamentary proceedings. RNZ Pacific (formerly Radio New Zealand International or RNZI) is our overseas shortwave service, broadcasting to the South Pacific and beyond, while Radio New Zealand News provides comprehensive, up-to-the-minute news and current affairs information. RNZ also allows for the archiving of broadcast material of historical interest.
It must also produce, and commission high quality programming based on research of public needs, and balance mass appeal and minority appeal programming. In achieving these objectives, it must be socially and financially responsible.
Proposed RNZ Concert closure
In February 2020, it was announced by Music Content Director Willy Macalister and Chief Executive Paul Thompson that RNZ Concert was to undergo major changes: it would be moved from the FM to the AM frequency, streamed online and the current service replaced by an automated non-stop play format. Seventeen jobs would be lost from RNZ Music, including all the Concert presenters. It would be replaced on FM radio with music for a younger audience as part of a new multimedia music brand.
The move was widely condemned across New Zealand, with many people seeing it as a gutting of the arts in New Zealand. Former Prime Minister Helen Clark issued a statement on Twitter saying that it "equates to a dumbing down of cultural life in NZ". Two thousand protesters signed a petition. The RNZ board reversed its decision when the government announced it would grant RNZ a third FM channel.
Merger attempt
On 23 June 2022, Broadcasting Minister Willie Jackson introduced draft legislation to formally merge public broadcasters Radio New Zealand and TVNZ into a new non-profit autonomous Crown entity called Aotearoa New Zealand Public Media (ANZPM), commencing 1 March 2023. Under the draft legislation, RNZ would become a subsidiary of the new entity, which would be funded through a mixture of government and commercial funding. The proposed ANZPM would be headed by a board and operate under a media charter outlining goals and responsibilities including editorial independence.
On 8 February 2023, Prime Minister Chris Hipkins announced that the merger of TVNZ and RNZ into ANZPM had been cancelled, stating that "support for public media needs to be at a lower cost and without such significant structural change." He confirmed that both TVNZ and RNZ would receive additional government funding. Prior to the public media entity's cancellation, the two public broadcasters had spent a total of NZ$1,023,701 on the merger process; with RNZ spending NZ$431,277 by mid-November 2022.
Inappropriate editing of articles about international affairs
On 9 June 2023, Radio New Zealand launched an investigation after discovering several stories that it said gave a false account of the Russian invasion of Ukraine. Wire agency articles were said to have been "edited to align with the Russian view of events." The editing was linked to one employee, journalist Michael Hall, who subsequently resigned. An RNZ audit identified 49 examples of what it called inappropriate editing on various international affairs. Nearly half related to the war in Ukraine, while others related to China, Israel and countries in Europe and South America. A Stuff reporter interpreted the edits to be broadly from a tankie point of view, in which aggression from authoritarian governments with a communist past are supported or downplayed, usually as part of opposition to the United States and its allies.
In early August 2023, the independent review found that Hall had breached both Radio New Zealand's editorial standards and the company's contract with Reuters. The review also criticized RNZ's management for overreacting to coverage of Hall's actions and found that internal cultural, system, and teamwork issues at contribute to Hall's inappropriate edits. The review's panel recommended that RNZ merge its digital news team with its main news team and appoint someone to focus on improving the organisation's editorial standards. The RNZ board chairperson Dr Jim Mather stated that RNZ accepted the report and would implement its recommendations.
Radio services
RNZ National
RNZ National, formerly National Radio, is RNZ's independent news and current affairs platform and offers both its own on-air and online services and those from third party services. It includes the news and current affairs programmes Morning Report, Midday Report and Checkpoint as well as having news bulletins every hour. Its news service has specialist correspondents, overseas correspondents, reporters and a network of regional reporters. Magazine programmes include a broad range of contributors, interviews, music pieces and dramas, with reports and regular features in English and Māori. The network provides coverage of business, science, politics, philosophy, religion, rural affairs, sports and other topics.
RNZ National broadcasts in AM and FM via mono terrestrial transmitters based around New Zealand and the Optus satellite. It is also available on Sky Digital TV channel 421, Freeview satellite channel 50, and is available in stereo on the terrestrial Freeview HD service.
RNZ Concert
RNZ Concert is an FM radio network broadcasting classical and jazz music, as well as world music, specialist programmes and regular news updates. Founded in 1975 as the Concert Programme, the network was renamed Concert FM in the mid-1990s and assumed its current name in 2007 as part of a wider name change within Radio New Zealand to associate Concert FM with the RNZ brand. RNZ Concert was refreshed in February 2018, with several new programmes and presenters, and a renewed focus on live music and storytelling on New Zealand's music and arts communities.
The station broadcasts in FM stereo via terrestrial transmitters located around New Zealand, as well as from the Optus satellite. It is also available on Sky Digital TV channel 422, and on Freeview's satellite and terrestrial services on channel 51.
AM Network
The AM Network is a network of radio transmitters operated by RNZ, which broadcast all sittings of the New Zealand Parliament through a contract with the Clerk of the House of Representatives. Sitting hours are seasonal, and may be extended due to certain circumstances, but are generally 14:00 to 18:00 Tuesday and Wednesday, 14:00 to 17:00 Thursday and 19:00 to 22:00 Tuesday and Wednesday. AM Network Parliamentary coverage is also streamed online, with podcasts and transcripts available.
The House is broadcast on RNZ on the House sitting days at 6:55pm and Sunday at 7:30am and 10:45pm. It looks at legislation, issues and insights from Parliament.
To help fund the operation of the station, RNZ has leased the remaining hours to Christian broadcaster Rhema Media since 1997, which uses the frequencies to broadcast the low-budget easy listening Star network. The transmitters were previously used by the Concert Programme before it moved to FM broadcasting.
RNZ Pacific
The RNZ Pacific network (also known outside New Zealand as RNZ International, or RNZI) broadcasts on shortwave and via Digital Radio Mondiale to New Zealand's neighbouring countries in the Pacific from transmitters located at Rangitaiki, near Taupō, in the North Island.
There also is a relay via WRN Broadcast and a livestream on the internet.
RNZ podcasts and series
RNZ has a wide variety of podcasts and series. Series can be downloaded in Oggcast format.
RNZ News
RNZ's main news centres are located in Wellington and Auckland, with additional newsrooms in Whangārei, Hamilton, New Plymouth, Napier Hawkes Bay, Palmerston North, Nelson, Christchurch, and Dunedin. There is also a Parliamentary Press Gallery office situated in the Beehive in Wellington.
Before 1996, the News service provided news to all commercial stations operated by Radio New Zealand as well as many independently owned stations. New owner The Radio Network launched its own news service.
As well as on the hour news bulletins, the RNZ News service provides 24-hour programming and news and current affairs scheduled—programmes such as Morning Report with Susie Ferguson and Corin Dann, Nine to Noon with Kathryn Ryan and Checkpoint with Lisa Owen.
Correspondents
Politics – Jane Patterson / Craig McCulloch / Anneke Smith / Katie Scotcher
Business – Gyles Beckford / Nona Pelletier / Anan Zaki / Nicholas Pointon
Health – Rowan Quinn
Education – John Gerritsen
Te Manu Korihi – Shannon Haunui-Thompson / Justine Murray
Worldwatch – Max Towle
Regional Reporters:
Northland – Samantha Olley
Waikato – Andrew McRae
Hawke's Bay – Tom Kitchin
Taranaki/Whanganui – Robin Martin
Manawatu – Jimmy Ellingham
Nelson – Samantha Gee
Otago – Timothy Brown and Tess Brunton
Websites
The RNZ website, rnz.co.nz (formerly radionz.co.nz) was launched in October 2005 and includes news coverage, programme information, online station streaming and podcasting. RNZ National, RNZ Concert, AM Network coverage of Parliament, and RNZ Pacific are available as Windows Media Audio streams. Almost all RNZ-produced programmes are available back to January 2008, and have MP3 and Ogg Vorbis and download and podcasts options. Some material is not available due to insufficient copyright clearances.
The website was awarded the Qantas Media Award for Best Website Design in 2007, a New Zealand Open Source Award in 2008, New Zealand Radio Award for Best Radio Website in 2009, and ONYA awards for Best use of HTML and CSS and Best Accessibility in 2010. The site was re-launched on 26 May 2013 with a new design and a custom CMS built using the open source Ruby on Rails framework.
The website was further redesigned and relaunched in July 2016, and the domain was moved to rnz.co.nz in May 2019.
In July 2023, two news portals were opened for Chinese and Indian New Zealander community audiences, with the Chinese section featuring stories in Simplified Chinese.
The Wireless
In October 2013, Radio New Zealand launched the youth-focused and non-commercial website 'The Wireless'. The website emerged from the push for a youth radio station as part of Radio New Zealand's offerings. Instead of creating a youth radio station, RNZ decided to create a website or online magazine that focused on 18- to 30-year-olds which would be more relevant to the demographic.
Project manager Marcus Stickley noted that: "RNZ has had the wisdom to recognize that it didn't necessarily need to be under the RNZ brand. It needed to develop something specifically for that audience, and they've given us the freedom to go away and figure out exactly how to do that." The CEO of RNZ commented in April 2014 that The Wireless is "the most exciting innovation from RNZ in recent years."
The Wireless ceased operating as an independent publication in 2018, and was folded back into RNZ.
Tahi
Tahi, a youth-oriented platform, was launched in December 2021.
Former commercial stations
Prior to 1996, Radio New Zealand operated a large number of commercial stations around New Zealand. These stations were typically local stations with their own local identity with the origin of many stations going back to the 1930s up until more recent stations created in the 1990s. Stations in the larger centres were usually local 24 hours a day, and stations in the smaller centres featured a mixture of part-local and part-networked programming.
In 1996 the New Zealand Government sold off all of their commercial stations to a syndicate that included United States radio company Clear Channel Communications and publisher Wilson & Horton, in New Zealand the new owner became known as The Radio Network.
The following stations were previously owned by Radio New Zealand, some listed stations were closed down before the 1996 sale and Gore radio station Radio Hokonui was sold privately in 1994.
Heritage Classic Hits and Newstalk ZB stations
All of the early local radio stations started by Radio New Zealand originally broadcast on an AM frequency. FM broadcasting did not begin in New Zealand until the 1980s. In the 1980s and early 1990s, most stations listed below switched to an FM frequency but continued to broadcast on the original AM frequency. Some stations utilised the AM frequency for specialised shows such as local talkback, sports talk and local news shows. In 1993, the majority of these stations were split in two with the AM frequency used to broadcast Auckland based Newstalk ZB which was originally Auckland's 1ZB. The local station on the FM frequency adopted a common format and brand called Classic Hits with all stations retaining local programming under Radio New Zealand's operation.
Radio NorthlandWhangārei
Newstalk 1ZBAuckland (first Newstalk ZB station, adopted talk format in 1987)
Classic Hits 97FMAuckland (first Classic Hits station and originally 1ZM)
ZHFMWaikato
95 BOP FMTauranga
Geyserland FMRotorua
Bay City RadioHawkes Bay
Radio TaranakiTaranaki
2ZAPalmerston North
2ZB and B90FMWellington (2ZB became Newstalk ZB, B90FM became Classic Hits B90)
Radio NelsonNelson
3ZB and B98FMChristchurch (3ZB became Newstalk ZB, B90FM became Classic Hits B98)
Radio CarolineTimaru
ZBFMDunedin
4ZASouthland
Community stations
Radio New Zealand community stations operated in the heartland areas of New Zealand, typically these stations ran limited local programming such as a local breakfast show and at other times relayed a nearby station or relayed National Radio. Following the sale to The Radio Network most of these stations became part of the Community Radio Network with programming outside the breakfast show originating from Taupō. These stations later became part of the Classic Hits network in 2001.
Radio ForestlandTokoroa
King Country RadioTaumarunui
Radio WaitomoTe Kuiti
Lakeland FMTaupō
ZGFMGisborne
River City FMWhanganui
Wairarapa FMWairarapa
Radio MarlboroughMarlborough
Scenicland FMWest Coast
3ZEAshburton
Radio WaitakiOamaru
4ZG Radio HokonuiGore (sold in 1994 to independent owner)
ZM stations
Radio New Zealand operated a youth network of stations under the ZM brand with the three original stations being in Auckland, Wellington and Christchurch. The Auckland station 1ZM changed format in 1987 to Classic Hits leaving just the Wellington and Christchurch stations. Since the sale to The Radio Network ZM has been expanded to a nationwide network based in Auckland.
93ZM Whangārei
91ZM Wellington
91ZM Christchurch
Sports Roundup
Sports Roundup was a network which conducted seasonal sports broadcasts in the main centres during the 1980s and 1990s, particularly used to broadcast Cricket matches in New Zealand. Following the sale to The Radio Network, Sports Roundup became known as Radio Sport, which went off the air permanently in 2020.
Other stations
89XAuckland (purchased by Radio New Zealand in 1992, closed down 1993)
Rock 99Rotorua (closed down 1996)
Classic Rock 96FMHawkes Bay (replaced with ZM)
Classic Rock Q91FMPalmerston North (formerly known as 2QQ, later replaced with ZM)
See also
Radio New Zealand International
References
External links
Sound Archives
Aotearoa on the Air: 100 years of radio. Recording of Professor Jack, 17 November 1921, on RNZ.
Radio stations established in 1975
1975 establishments in New Zealand
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https://en.wikipedia.org/wiki/Non-partisan%20democracy
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Non-partisan democracy
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Nonpartisan democracy (also no-party democracy) is a system of representative government or organization such that universal and periodic elections take place without reference to political parties. Sometimes electioneering and even speaking about candidates may be discouraged, so as not to prejudice others' decisions or create a contentious atmosphere.
In many nations, the head of state is nonpartisan, even if the prime minister and parliament are chosen in partisan elections. Such heads of state are expected to remain neutral with regards to partisan politics. In a number of parliamentary or semi-presidential countries, some presidents are non-partisan, or receive cross-party support.
Nonpartisan systems may be de jure, meaning political parties are either outlawed entirely or legally prevented from participating in elections at certain levels of government, or de facto if no such laws exist and yet there are no political parties.
De facto nonpartisan systems are mostly situated in states and regions with small populations, such as in Micronesia, Tuvalu, and Palau, where organizing political parties is seen as unnecessary or impractical.
De jure nonpartisan systems exist in several Persian Gulf states, including Oman and Kuwait; the legislatures in these governments typically have advisory capacity only, as they may comment on laws proposed by the executive branch but are unable to create laws themselves. De jure nonpartisan national governments sometimes resemble one-party states, but governments of the latter type explicitly recognize a single political party of which all officials are required to be a member.
Unless there are legal restrictions on political parties, factions within nonpartisan governments may evolve into political parties. The United States initially did not have enfranchised political parties, but these evolved soon after independence.
Comparison with other political systems
A nonpartisan system differs from a one-party system in that the governing faction in a one-party system identifies itself as a party, where membership might provide benefits not available to non-members. A single-party government often requires government officials to be members of the party, features a complex party hierarchy as a key institution of government, forces citizens to agree to a partisan ideology, and may enforce its control over the government by making all other parties illegal. Members of a nonpartisan government may represent many different ideologies. Various communist nations such as China or Cuba are single-party nations although the Members of Parliament are not elected as party candidates.
A direct democracy can be considered nonpartisan since citizens vote on laws themselves rather than electing representatives. Direct democracy can be partisan, however, if factions are given rights or prerogatives that non-members do not have.
Structures
Elections
In nonpartisan elections, each candidate for office is eligible based on his or her own merits rather than as a member of a political party. No political affiliation (if one exists) is shown on the ballot next to a candidate. Generally, the winner is chosen from a runoff election where the candidates are the top two vote-getters from a primary election. In some elections the candidates might be members of a national party but do not run as party members for local office.
Nonpartisan democracies may possess indirect elections whereby an electorate are chosen who in turn vote for the representative(s). (This is sometimes known as a 2-tier election, such as an electoral college.) The system can work with a first past the post electoral system but is incompatible with (partisan) proportional representation systems other than single transferable vote or reweighted cardinal voting systems, or semi proportional systems such as cumulative voting and single non transferable vote.
Nonpartisan elections are generally held for municipal and county offices, especially school boards, and are also common in the election of judges. In some nonpartisan elections it is common knowledge which candidates are members of and backed by which parties; in others, parties are almost wholly uninvolved and voters make choices with little or no regard to partisan considerations.
While nonpartisan democracies can allow for a wide selection of candidates (especially within a no-nomination system whereby voters can choose any non-restricted person in their area), such systems are not incompatible with indirect elections (such as for large geographical areas), whereby delegates may be chosen who in turn elect the representatives.
Appointments
Even if a government's executive officer or legislature is partisan, appointments of cabinet members, judges, or directors of government agencies, may be nonpartisan. The intent of appointing government officials in a nonpartisan manner is to insure the officers can perform their duties free from partisan politics, and are chosen in a fair manner that does not adversely affect a political party. Twelve US states use the Missouri Plan, and two use a variation of it, to choose judges in a nonpartisan manner. Several countries with partisan parliaments use nonpartisan appointments to choose presidents.
Legislatures
In nonpartisan legislatures, there are no typically formal party alignments within the legislature; even if there are caucuses for specific issues. Alliances and causes with a nonpartisan body are often temporary and fluid since legislators who oppose each other on some issues may agree on other issues. Despite being nonpartisan, legislators typically have consistent and identifiable voting patterns. Decisions to investigate and enforce ethics violations by government officials are generally done on the basis of evidence instead of party affiliation. Committee chairs and other leaders within the legislature are often chosen for seniority and expertise, unlike the leaders in a partisan legislature who are often chosen because of loyalty to a party.
Historical examples
Democracy in ancient Athens was nonpartisan, as eligible citizens voted on laws themselves rather than electing representatives.
Elections to offices in the Roman Republic were all nonpartisan, though the informal factions of the Populares and Optimates did emerge within the Roman Senate.
Historians have frequently interpreted Federalist No. 10 to imply that the Founding Fathers of the United States intended the government to be nonpartisan. James Madison defined a faction as "a number of citizens, whether amounting to a minority or majority of the whole, who are united and actuated by some common impulse of passion, or of interest, adverse to the rights of other citizens, or to the permanent and aggregate interests of the community." As political parties had interests which were adverse to the rights of citizens and to the general welfare of the nation, several Founding Fathers preferred a nonpartisan form of government.
The administration of George Washington and the first few sessions of the US Congress were nonpartisan. Factions within the early US government coalesced into the Federalist and Democratic-Republican parties. The Era of Good Feelings, when the Federalist party collapsed (leaving the Democratic-Republican party as the sole political faction) was the United States' only experience with a one-party system.
The Confederate States of America had no political parties during its entire existence from 1861 to 1865. Despite political differences within the Confederacy, no national political parties were formed because they were seen as illegitimate. "Anti-partyism became an article of political faith." Without a two-party system building alternative sets of national leaders, electoral protests tended to be narrowly state-based, "negative, carping and petty". The 1863 mid-term elections became mere expressions of futile and frustrated dissatisfaction. According to historian David M. Potter, this lack of a functioning two-party system caused "real and direct damage" to the Confederate war effort, since it prevented the formulation of any effective alternatives to the conduct of the war by the Davis administration.
Legislative elections in the Confederacy were decided without political parties. Key candidate identification related to adopting secession before or after Lincoln's call for volunteers to retake Federal property. Previous party affiliation played a part in voter selection, predominantly secessionist Democrat or unionist Whig. There were no organized political parties, but elective offices were exempted from military duty. Virtually every position was contested with as many as twenty candidates for each office. The absence of political parties made individual roll call voting all the more important, as the Confederate "freedom of roll-call voting [was] unprecedented in American legislative history.
The Republic of Texas was a nonpartisan democracy before it was annexed by the United States; all four presidents of the Republic of Texas, and the members of the Texian Congress, were officially non-partisan.
From 1853 to 1890, within the Self-governing colony of New Zealand, Members of Parliament were not organised into any formal political parties. Prime Ministers made individual agreements with Members of Parliament in order to form and maintain government, lest MP's 'cross the floor' and joined the opposition.
The Non-Partisan League was an influential socialist political movement during the 1910s and 1920s in the United States, especially in the Upper Midwest, which also eventually bled over into the prairie provinces of Canada.
The League contributed much to the ideology of the former Progressive Party of Canada. It went into decline and merged with the Democratic Party of North Dakota in 1956. The Progressive Party of Canada and the United Farmers movement (which formed governments in the provinces of Alberta, Manitoba and Ontario) also acted on a similar philosophy. In the case of the United Farmers of Ontario, while in power (1919–1923), the administration of Ernest Drury suffered much infighting as the result of conflicting views.
Because of their nonpartisan ideology, the Progressive Party of Canada refused to take the position of the official opposition after the election of 1921 when they came in second place. Four years later, they lost that position and their rural supporters began to move to the Liberal Party and CCF. Eventually the Progressive Party of Canada and the United Farmers movement faded into obscurity, with most of their members joining the Liberal Party of Canada and the democratic socialist Co-operative Commonwealth Federation (CCF, or present day New Democratic Party).
Modern examples
National governments
Very few national governments are completely nonpartisan, but nonpartisan political systems at the national level are not unheard of, especially in states with small populations. Many national governments have nonpartisan offices even if their legislative branches are partisan. Constitutional monarchies have nonpartisan monarchs as their head of state. Parliamentary republics generally have nonpartisan, figurehead presidents.
Pacific Islands nations
Nonpartisan governments are much more likely in countries with small populations. Nauru, for example, has no political parties; its Parliament consists entirely of independent members of parliament or MPs, who form governing coalitions and opposition blocs through alliances of individuals.
In Niue, political parties have never played an important role. There is, at present, no political party, and candidates to elections therefore run as independents. The only party ever to have existed, the Niue People's Party, disbanded in 2003.
In Tuvalu, where no political parties exist, "MPs have very close links with their island constituencies and effort is directed towards balancing island representation in Cabinet".
Other nonpartisan island nations are the Pitcairn Islands, Micronesia, and Palau. These nations have small, highly dispersed populations.
Some states are de facto nonpartisan because while no law forbids the formation of political parties, the populations are small enough that they are considered impractical. Political allegiances depend mainly on family and island-related factors.
Muslim-majority countries
In Indonesia, all members of the Regional Representative Council, the upper house of the nation's bicameral legislature, are barred to come from any elements of political parties.
The United Arab Emirates is a de jure nonpartisan authoritarian state since all political parties were outlawed. The Federal National Council (al-Majlis al-Watani al-Ittihadi) is the UAE's parliamentary body and consists of 40 members, representing the Emirates, half appointed by the rulers of the constituent states and the other half elected to serve two-year terms, with only advisory tasks.
Political parties are also formally illegal in the Gulf state of Kuwait, as they have not been legalized since independence in 1961. Nonetheless, the constitution itself does not explicitly prohibit parties. Candidates for election to the National Assembly of Kuwait stand in a personal capacity. Nevertheless, several politically-focused organizations such as the National Democratic Alliance exist and function as de facto political parties.
Libya's unicameral legislature, the General National Congress reserved 120 out of its 200 seats for independent politicians in multiple-member districts. The other 80 were elected through a party list system of proportional representation.
Oman does not allow political parties, and only holds elections with expanding suffrage for a consultative assembly. Though Oman is developing into a constitutional monarchy, political parties are presently forbidden in Oman. The previously influential opposition movement, the Popular Front for the Liberation of Oman, is dormant today.
In Saudi Arabia, there are neither national elections or legal political parties. Despite this, some opposition movements exist, with varying degrees of presence in Saudi Arabia and abroad.
Other nations
The Vatican State is a nonpartisan theocracy, though it does not have a native population and in essence exists as a sort of extraterritorial headquarters for the Catholic Church.
A nonpartisan democracy might take root in other sovereign nations, such as occurred in Uganda in 1986, whereby political parties were restricted by a constitutional referendum endorsed by the people of the country (this system did not have all of the features described above). During a subsequent referendum in 2005, over 92% of Ugandan citizens voted for the return of a multiple party system.
Until the mid-20th century, a Canadian politician's political affiliation was not shown on ballots at any level of government. The expectation was that citizens would vote according to the merit of the candidate, but in practice, party allegiance played an important role. Beginning in 1974, the name of the candidate's political party was shown on the ballot. In elections for the Legislative Council of Hong Kong, political affiliation was not shown on ballots until 2004. For elections for the eighteen districts in the dependency, political affiliation was not shown until 2007.
State or provincial governments
There are several examples of nonpartisan state or provincial governments. The nonpartisan system is also used in many US states for the election of judges, district attorneys and other officials. Twelve US states use the Missouri Plan, and two use a variation of it, to choose judges in a nonpartisan manner.
The state of Nebraska in the United States has nonpartisan elections for its legislature because candidates are neither endorsed nor supported by political parties. However, its executive branch is elected on a partisan basis. It is the only state in the United States with a nonpartisan legislature.
Louisiana uses a nonpartisan blanket primary, also called a "jungle primary", for state and local offices. In this system, all candidates run against each other regardless of party affiliation during the primary, and then the two most popular candidates run against each other even if they are members of the same party. This form of runoff election weakens political parties and transforms a partisan election into a partly nonpartisan election.
The Swiss Cantons of Glarus and Appenzell Innerrhoden are also nonpartisan, direct democracies; while they have a partisan parliament, all laws have to be passed by "Landsgemeinde", an assembly of all citizens eligible to vote.
Governors of Japanese prefectures are required by law not to be members of any political party.
Territorial governments
The territorial government of American Samoa is completely nonpartisan. It has 21 nonpartisan members elected by consensus to its Territorial House and 18 nonpartisan members elected to the Territorial Senate. The Governor and Lieutenant Governor are both nonpartisan offices. However, the Governor, Lieutenant Governor, and its nonvoting member of the U.S. House are Democrats.
The British territory of Falkland Islands has a completely nonpartisan government in that no political parties operate on the islands. All eight members of the Legislative Assembly are nonpartisan, as is the Chief Executive and the Governor.
Guernsey has a nonpartisan legislature. The States of Guernsey, officially called the States of Deliberation, consists of 45 People's Deputies, elected from multi- or single-member districts every four years.
Political parties played no official role in the Isle of Man before the 2006 elections and played a minor role in the 2006 elections. At the 2001 election for the House of Keys, the Manx Labour Party polled 17.3% of the vote and only 2 seats. The vast majority of seats at every election are won by independent candidates with no allegiance to any parties. However, several parties such as the Manx Labour Party and Liberal Vannin operate and hold a small number of elected officers.
Saint Helena, along with both Ascension Island and Tristan da Cunha, does not have any active political parties, but no law forbids the formation of political parties; hence, the territory is a de facto non-partisan democracy. The Saint Helena Labour Party and Saint Helena Progressive Party existed until 1976.
The head of the territory and head of government of Hong Kong, the Chief Executive, is required by law not to be member of any political party. There are numerous political parties, but there is no legislation for political parties. Civil society organizations and trade unions also nominate candidates for election in Hong Kong under the system of functional constituencies.
The Canadian territories of the Northwest Territories and Nunavut have nonpartisan legislatures. The populace votes for individuals to represent it in the territorial assembly without reference to political parties. After the election, the assembly selects one of its number to form a government and act as premier. This system is in deference to the system of consensus government that predominates among the indigenous Inuit and other peoples of northern Canada.
Municipal governments
Unique among democratic nations with partisan elections at the federal level, almost all Canadian cities and counties (and similar levels of supralocal government) have governments elected on a nonpartisan basis. The municipal government of the City of Toronto, Ontario (Canada) is the fifth largest government in the country, governing a population of more than 2.7 million. It consists of a nonpartisan, directly elected council. The public may have a general idea of the candidates' political affiliations, but their parties have no official recognition or privilege in the functioning of City Council. Councilors are free to vote on each motion individually, not bound by party discipline.
Many municipalities in Switzerland also have a nonpartisan legislative assembly consisting of all citizens eligible to vote.
The Village of Scarsdale, New York selects its Board of Trustees using a nonpartisan system that dates back to 1911. Candidates for office are privately interviewed by a diversely composed committee and then nominated for office. New York State law mandates that these nominees must be democratically elected, however, nominated candidates are rarely contested in the general election. The coordinating Scarsdale Citizens' Non-Partisan Party motto is "Performance, Not Politics"
Religious perspectives
The Baháʼí Faith states that the partisan apparatus is not a necessary or beneficial aspect of democracy.
Discrimination of non-partisan candidates in partisan democracies
In French parliament non-partisans are known as "non-inscrits" (unrecorded ones), and in some parliamentary talks they are given less time to speak.
See also
Consensus government
List of countries without political parties
Nonpartisanism
Types of democracy
Notes
References
Ware, Alan. Citizens, Parties and the State. Princeton: Princeton University Press, 1987.
External links
Nebraska Unicameral History (archived 11 August 2004)
Party-Free Government
Farewell Address — The American Presidency Project
Elections
Types of democracy
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https://en.wikipedia.org/wiki/Jack%20Daniel%27s
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Jack Daniel's
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Jack Daniel's is a brand of Tennessee whiskey. It is produced in Lynchburg, Tennessee, by the Jack Daniel Distillery, which has been owned by the Brown–Forman Corporation since 1956.
Packaged in square bottles, Jack Daniel's "Black Label" Tennessee whiskey sold 12.9 million nine-liter cases in 2017. Other brand variations, such as Tennessee Honey, Tennessee Apple, Gentleman Jack, Tennessee Fire, and ready to drink (RTD) products brought the total to more than 16.1 million equivalent adjusted cases for the entire Jack Daniel's family of brands.
Early life of Jasper Daniel
The Jack Daniel's brand's official website suggests that its founder, Jasper Newton "Jack" Daniel, was born in 1850 (his tombstone bears that date), but says his exact birth date is unknown. The company website says it is customary to celebrate his birthday in September. According to the Tennessee state library website in 2013, records list his birth date as September 5, 1846. It maintains that the 1850 birth date seems impossible since his mother died in 1847. In the 2004 biography Blood & Whiskey: The Life and Times of Jack Daniel, author Peter Krass said his investigation showed that Daniel was born in January 1849 (based on Jack's sister's diary, census records, and the date of death of Jack's mother).
Jack was the youngest of 10 children born to his mother, Lucinda (Cook) Daniel, and father Calaway Daniel. After Lucinda's death, his father remarried and had three more children. Calaway Daniel's father, Joseph "Job" Daniel, had emigrated from Wales to the United States with his Scottish wife, the former Elizabeth Calaway. Jack Daniel's ancestry included English, and Scots-Irish as well.
Jack did not get along with his stepmother. After Daniel's father died in the Civil War, the boy ran away from home and was essentially orphaned at a young age.
Career of Jasper Daniel
As a teenager, Daniel was taken in by Dan Call, a local lay preacher and moonshine distiller. He began learning the distilling trade from Call and his Master Distiller, Nathan "Nearest" Green, an enslaved African-American man. Green continued to work with Call after emancipation.
In 1875, on receiving an inheritance from his father's estate (following a long dispute with his siblings), Daniel founded a legally registered distilling business with Call. He took over the distillery shortly afterward when Call quit for religious reasons. The brand label on the product says "Est. & Reg. in 1866", but his biographer has cited official registration documents, asserting that the business was not established until 1875.
After taking over the distillery in 1884, Daniel purchased the hollow and land where the distillery is now located. By the 1880s, Jack Daniel's was one of 15 distilleries operating in Moore County, and the second-most productive behind Tom Eaton's Distillery. He began using square-shaped bottles, intended to convey a sense of fairness and integrity, in 1897.
According to Daniel's biographer, the origin of the "Old No. 7" brand name was the number assigned to Daniel's distillery for government registration. He was forced to change the registration number when the federal government redrew the district, and he became Number 16 in district 5 instead of No. 7 in district 4. However, he continued to use his original number as a brand name, since the brand reputation had already been established. An entirely different explanation is given in the 1967 book Jack Daniel's Legacy which states that the name was chosen in 1887 after a visit to a merchant friend in Tullahoma, who had built a chain of seven stores.
Jack Daniel's had a surge in popularity after the whiskey received the gold medal for the finest whiskey at the 1904 St. Louis World's Fair. However, its local reputation began to suffer as the temperance movement began gaining strength in Tennessee.
Jack Daniel never married and did not have any known children. He took his nephews under his wing – one of whom was Lemuel "Lem" Motlow (1869–1947). Lem, a son of Daniel's sister, Finetta, was skilled with numbers. He soon took responsibility for the distillery's bookkeeping.
In failing health, Jack Daniel gave the distillery to Lem Motlow and another nephew in 1907. Motlow soon bought out his partner, and went on to operate the distillery for about 40 years.
Tennessee passed a statewide prohibition law in 1910, effectively barring the legal distillation of Jack Daniel's within the state. Motlow challenged the law in a test case that eventually worked its way to the Tennessee Supreme Court. The court upheld the law as constitutional.
Daniel died in 1911 from blood poisoning. An oft-told tale is that the infection began in one of his toes, which Daniel injured one early morning at work by kicking his safe in anger when he could not get it open (he was said to always have had trouble remembering the combination). But Daniel's modern biographer has asserted that this account is not true.
Because of prohibition in Tennessee, the company shifted its distilling operations to St Louis, Missouri, and Birmingham, Alabama. None of the production from these locations was ever sold due to quality problems. The Alabama operation was halted following a similar statewide prohibition law in that state, and the St. Louis operation fell to the onset of nationwide prohibition following passage of the Eighteenth Amendment in 1920.
While the passage of the Twenty-first Amendment in 1933 repealed prohibition at the federal level, state prohibition laws (including Tennessee's) remained in effect, thus preventing the Lynchburg distillery from reopening. Motlow, who had become a Tennessee state senator, led efforts to repeal these laws, which allowed production to restart in 1938. The five-year gap between national repeal and Tennessee repeal was commemorated in 2008 with a gift pack of two bottles, one for the 75th anniversary of the end of prohibition and a second commemorating the 70th anniversary of the reopening of the distillery.
The Jack Daniel's distillery ceased operations from 1942 to 1946 when the U.S. government banned the manufacture of whiskey due to World War II. Motlow resumed production of Jack Daniel's in 1947 after good-quality corn was again available. Motlow died the same year, bequeathing the distillery to his children, Robert, Reagor, Dan, Conner, and Mary, upon his death.
The company was later incorporated as "Jack Daniel Distillery, Lem Motlow, Prop., Inc.", allowing the company to continue to include Motlow in its tradition-oriented marketing. Likewise, company advertisements continue to use Lynchburg's 1960s-era population figure of 361, though the city has since formed a consolidated city-county government with Moore County. Its official population is more than 6,000, according to the 2010 census.
The company was sold to the Brown–Forman Corporation in 1956.
The Jack Daniel's Distillery was listed on the National Register of Historic Places in 1972.
In 2012, a Welshman, Mark Evans, claimed to have discovered the original recipe for Daniel's whiskey, in a book written in 1853 by his great-great-grandmother. Her brother-in-law had emigrated to Tennessee.
Recent history
Lowering to 80 proof
Until 1987, Jack Daniel's black label was historically produced at 90 U.S. proof (45% alcohol by volume). The lower-end green label product was 80 proof. However, starting in 1987, the other label variations also were reduced in proof. This began with black label being initially reduced to 86 proof. Both the black and green label expressions are made from the same ingredients; the difference is determined by professional tasters, who decide which of the batches would be sold under the "premium" black label, with the rest being sold as "standard" green label.
A further dilution began in 2002 when all generally available Jack Daniel's products were reduced to 80 proof, thus further lowering production costs and excise taxes. This reduction in alcohol content, which was done without any announcement, publicity or change of logo or packaging, was noticed and condemned by Modern Drunkard Magazine, and the magazine formed a petition drive for drinkers who disagreed with the change. The company countered that it believed consumers preferred lower-proof products, and said that the change had not hurt the sales of the brand. The petition effort garnered some publicity and collected more than 13,000 signatures, but the company held firm with its decision. A few years later, Advertising Age said in 2005 that "virtually no one noticed" the change, and confirmed that sales of the brand had actually increased since the dilution began.
Jack Daniel's has also produced higher-proof special releases and premium-brand expressions at times. A one-time limited run of 96 proof, the highest proof Jack Daniel's had ever bottled at that time, was bottled for the 1996 Tennessee Bicentennial in a decorative bicentennial bottle. The distillery debuted its 94 proof "Jack Daniel's Single Barrel" in February 1997. The Silver Select Single Barrel was formerly the company's highest proof at 100, but is available only in duty-free shops. Now, there are 'single barrel barrel proof' editions, ranging from 125 to 140 proof.
Sales and brand value status
Jack Daniel's Black Label Tennessee Whiskey is the best-selling whiskey in the world and remains the flagship product of Brown–Forman Corporation. In 2017 the product had sales of 12.9 million cases. Underlying net sales for the Jack Daniel's brand grew by 3% (−1% on a reported basis). Other brand variations, such as Tennessee Honey, Gentleman Jack, and Tennessee Fire, added another 2.9 million cases to sales. Sales of an additional 800,000 equivalent cases in ready to drink (RTD) products brought the fiscal year total to more than 16.1 million equivalent adjusted cases for the entire Jack Daniel's family of brands.
Tennessee Honey and Tennessee Fire were also solid contributors to the total underlying net sales growth of 3% (flat on a reported basis) for the Jack Daniel's family of brands. They grew underlying net sales by 4% and 14% (3% and 18% on a reported basis), respectively. Premium brand Gentleman Jack grew underlying net sales mid-single digits, while the RTD/RTP segment increased underlying net sales by 6% (3% on a reported basis).
In the IWSR 2013 World Class Brands rankings of wine and spirits brands, Jack Daniel's was ranked third on the global level. More recently, in 2017, it ranked at number 16 on the IWSR's Real 100 Spirits Brands Worldwide list. Additionally, the brand evaluation consultancy Intangible Business ranked Jack Daniel's fourth on its Power 100 Spirits and Wine list in both 2014 and 2015.
Sponsorships
From 2006 until 2015, Jack Daniel's sponsored V8 Supercar teams Perkins Engineering and Kelly Racing. Jack Daniel's also sponsored the Richard Childress Racing 07 car (numbered after the "Old No. 7") in the NASCAR Sprint Cup Series from 2005 to 2009, beginning with driver Dave Blaney and soon moving to Clint Bowyer. Jack Daniel's also sponsors Zac Brown Band's tours.
In September 2022, Jack Daniel's signed a multi-year partnership deal with McLaren starting from the 2023 season onwards. As part of the partnership, Jack Daniel's released a McLaren Racing limited edition of the Old No. 7 which paid tribute to the founders of both companies – Jack Daniel and Bruce McLaren.
Master distillers
Former Master Distillers include Nathan "Nearest" Green (1875–81), Jess Motlow (1911–41), Lem Tolley (1941–64), Jess Gamble (1964–66), and Frank Bobo (1966–92).
Jimmy Bedford held the position for 20 years. Bedford retired in mid-2008 after being the subject of a $3.5 million sexual harassment lawsuit against the company that ended in an out-of-court settlement, and he died on August 7, 2009, after suffering a heart attack at his home in Lynchburg.
Jeff Arnett, a company employee since 2001, became Master Distiller in 2008. On September 3, 2020, Arnett announced that he was stepping down from the company. On April 20, 2021, he announced that he and partners were opening Company Distilling, a new whiskey distillery, near the Great Smokey Mountains.
Chris Fletcher became the 8th Master Distiller in 2020 after serving as Assistant Master Distiller for six years prior. Fletcher is the grandson of former Master Distiller, Frank Bobo.
Tennessee Squires
A Tennessee Squire is a member of the Tennessee Squire Association, which was formed in 1956 to honor special friends of the Jack Daniel's distillery. Many prominent business and entertainment professionals are included among the membership, which is obtained only through recommendation of a current member. Squires receive a wallet card and deed certificate proclaiming them as "owner" of an unrecorded plot of land at the distillery and an honorary citizen of Moore County, Tennessee.
Production process
The mash for Jack Daniel's is composed of 80% corn, 12% rye, and 8% malted barley, and is distilled in copper stills. It is then filtered through stacks of sugar maple charcoal. The company refers to this filtering step as "mellowing". This extra step, known as the Lincoln County Process, removes impurities and the taste of corn. The company argues this extra step makes the product different from bourbon. However, Tennessee whiskey is required to be "a straight Bourbon Whiskey" under terms of the North American Free Trade Agreement and Canadian law. A distinctive aspect of the filtering process is that the Jack Daniel's brand grinds its charcoal before using it for filtering. After the filtering, the whiskey is stored in newly handcrafted oak barrels, which give the whiskey its color and most of its flavor.
The product label mentions that it is a "sour mash" whiskey, which means that when the mash is prepared, some of the wet solids from a previously used batch are mixed in to help make the fermentation process operate more consistently. This is common practice in American whiskey production. (, all straight bourbon is produced using the sour mash process.)
Prior to 2014, the company's barrels were produced by Brown-Forman in Louisville, Kentucky. That year, the company opened a new cooperage in Trinity, Alabama.
Legal status
On a state level, Tennessee has imposed stringent requirements. To be labeled as Tennessee whiskey, it is not enough under state law that the whiskey be produced in Tennessee; it must meet quality and production standards. These are the same standards used by Jack Daniel's Distillery, and some other distillers are displeased with the requirements being enshrined into law.
On May 13, 2013, Tennessee Governor Bill Haslam signed House Bill 1084, requiring the Lincoln County process to be used for products produced in the state labeling themselves as "Tennessee Whiskey", with a particular exception tailored to exempt Benjamin Prichard's, and including the existing requirements for bourbon. As federal law requires statements of origin on labels to be accurate, the Tennessee law effectively gives a firm definition to Tennessee whiskey, requiring Tennessee origin, maple charcoal filtering by the Lincoln County process prior to aging, and the basic requirements of bourbon (at least 51% corn, new oak barrels, charring of the barrels, and limits on alcohol by volume concentration for distillation, aging, and bottling).
In 2014 legislation was introduced in the Tennessee legislature that would modify the 2013 law to allow the reuse of oak barrels in the Tennessee whiskey aging process. Jack Daniel's Master Distiller Jeff Arnett vehemently opposed the legislation, arguing the reuse of barrels would require the use of artificial colorings and flavorings, and would render Tennessee whiskey an inferior product to Scotch and bourbon.
The company was the subject of a proposal to locally surtax its product in 2011. It was claimed that the distillery, the main employer in a company town, had capitalized on the bucolic image of Lynchburg, Tennessee, and it ought to pay a tax of $10 per barrel. The company responded that such a tax is a confiscatory imposition penalizing it for the success of the enterprise. The proposed tax faced a vote by the Metro Lynchburg-Moore County Council and was defeated 10–5.
Moore County, where the Jack Daniel's distillery is located, is one of the state's many dry counties. While it is legal to distill the product within the county, it is illegal to purchase it there. However, a state law has provided one exception: a distillery may sell one commemorative product, regardless of county statutes. Jack Daniel's now sells Gentleman Jack, Jack Daniel's Single Barrel, the original No. 7 blend (in a commemorative bottle), and a seasonal blend (on rotation) at the distillery's White Rabbit Bottle Shop.
Labels
Old No. 7, also known as "Black Label": this is the original Jack Daniel's label (80 proof/40% ABV; previously 90 proof/45% ABV until 1987).
Gentleman Jack: Charcoal filtered twice, compared to once with Old No. 7 (80 proof/40% ABV)
Single Barrel: (94 proof/47% ABV)
1907: sold in the Australian market (74 proof/37% ABV)
Añejo Tequila Barrel-Finished Tennessee Whiskey: limited edition
Bottled-In-Bond only on military bases (100 proof/50% ABV)
Green Label: A lighter-bodied bottling of Old No. 7 (80 proof/40% ABV)
No. 27 Gold: Limited release (80 proof/40% ABV)
Silver Select: (100 proof/50% ABV).
Sinatra Select: named for Frank Sinatra (90 proof / 45% ABV)
Sinatra Century: limited edition released for Sinatra's 100th birthday (100 proof / 50% ABV)
Single Barrel Barrel Proof (125–140 proof / 62.5–70% ABV)
Single Barrel Rye: launched 2016 (94 proof/47% ABV)
Single Barrel Select Eric Church Edition (94 proof/47% ABV)
Tennessee Rye: (90 proof/45% ABV)
Liqueur
Tennessee Honey: Honey liqueur blended with less than 20% whiskey (70 proof/35% ABV)
Tennessee Fire: Cinnamon liqueur blended with less than 20% whiskey (70 proof/35% ABV)
Tennessee Apple: Apple liqueur blended with less than 20% whiskey (70 proof/35% ABV)
Winter Jack: Seasonal blend of apple cider liqueur and spices (30 proof/15% ABV)
Distillery
The Jack Daniel Distillery in Lynchburg is situated in and around a hollow known as "Stillhouse Hollow" or "Jack Daniel's Hollow", where a spring flows from a cave at the base of a limestone cliff. The limestone removes iron from the water, making it ideal for distilling whiskey (water heavy in iron gives whiskey a bad taste). The spring feeds into nearby East Fork Mulberry Creek, which is part of the Elk River watershed. Some 1.9 million barrels containing the aging whiskey are stored in several dozen barrelhouses, some of which adorn the adjacent hilltops and are visible throughout Lynchburg.
The distillery is a major tourist attraction, drawing more than a quarter of a million visitors annually. The visitor center, dedicated in June 2000, contains memorabilia related to the distillery and a gift shop. Paid tours of the distillery are conducted several times per day and a premium sampling tour is also offered.
In February 2016 a $140 million expansion was announced for the distillery, including a plan to expand the visitors center and add two more barrel houses.
Cocktails
Jack Daniel's is the alcoholic component of "Jack and Coke", a common variant of a cocktail also known as Bourbon and Coke. In January 2016, Food and Beverage magazine dubbed the drink "The Lemmy" in honor of singer and bassist from the band Motörhead, Lemmy Kilmister, who died in December 2015, as it was his regular drink.
Jack Daniel's is also the alcoholic component of "Lynchburg Lemonade".
Jack Daniel's is a common choice for the Tennessee Whiskey component of the "Three Wise Men".
Gallery
Cultural references
Notable drinkers of Jack Daniel's
Frank Sinatra was a Jack Daniel's drinker. He was buried with a bottle of Jack Daniel's in 1998.
Lemmy Kilmister of Motörhead cited Jack Daniel's as his drink of choice. Often in media appearances he would be seen drinking Jack Daniel's and Coke, and he reportedly drank a whole bottle every day for 38 years.
Eric Church, Country singer/songwriter, wrote a song called Jack Daniels on his Chief album. Later he partnered with Jack Daniels and created Eric Church Single Barrel Select.
Cover art
The cover of Mel McDaniel’s 1980 album I'm Countryfied featured a design based on the label of Jack Daniel's whiskey.
The cover of Patrick Wensink's book Broken Piano for President featured a design based on the label of Jack Daniel's whiskey, which resulted in a cease-and-desist letter from the company. However, the whiskey company said it could be done upon the book's next reprinting and it would compensate the author if he chose to comply during the current run.
The cover of The Dirt: Confessions of the World's Most Notorious Rock Band, an autobiography collectively written by the members of the rock band Mötley Crüe, includes a bottle design based on that of Jack Daniel's whiskey.
The Charlie Daniels Band album Way Down Yonder depicts bottles of Jack Daniel's on its cover art.
See also
Outline of whisky
List of historic whisky distilleries
Major competitor brands
George Dickel, the other major brand of Tennessee whiskey, produced by Diageo PLC (introduced in 1964)
Jim Beam, the largest-selling Kentucky bourbon whiskey, produced by Beam Suntory (introduced in 1933)
Evan Williams, another high-selling brand of Kentucky bourbon whiskey, produced by Heaven Hill (introduced in 1957)
Sister brands produced by Brown–Forman
Old Forester, a historically important brand of Kentucky bourbon whiskey (introduced in 1870)
Woodford Reserve, a newer premium brand of Kentucky bourbon whiskey (introduced in 1996)
References
Further reading
External links
1866 establishments in Tennessee
American brands
Brown–Forman brands
Tennessee cuisine
Distilleries in Tennessee
Lynchburg, Tennessee
Moore County, Tennessee
Industrial buildings and structures on the National Register of Historic Places in Tennessee
Tourist attractions in Tennessee
Tourist attractions in Moore County, Tennessee
National Register of Historic Places in Moore County, Tennessee
Tennessee whiskey
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https://en.wikipedia.org/wiki/Roberto%20Alomar
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Roberto Alomar
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Roberto Alomar Velázquez (; ; born February 5, 1968) is a Puerto Rican former second baseman who played in Major League Baseball (MLB) for sixteen seasons, primarily with the Toronto Blue Jays. He is regarded as one of the greatest second basemen and all-around players. During his career, the 12-time All-Star won more Gold Glove Awards (10) than any other second baseman in baseball history, in addition to winning four Silver Slugger Awards for his hitting. Among second basemen, he ranks third in games played (2,320), fifth in stolen bases (474), sixth in plate appearances (10,400), seventh in doubles (504) and assists (6,524), and eighth in hits (2,724), runs (1,508), at-bats (9,073), and double plays turned (1,407). In 2011, Alomar was inducted into the National Baseball Hall of Fame, becoming the first Hall of Fame member to be depicted as a Blue Jays player on his plaque.
The son of MLB second baseman Sandy Alomar Sr., Alomar followed in his father's footsteps, signing with the San Diego Padres as an amateur free agent in 1985. He made his major league debut with the team three years later, establishing himself as an exceptional base-stealing, hitting, and fielding threat before becoming an All-Star in 1990. He was traded to the Blue Jays the following off-season, leading the team to three consecutive American League Championship Series (ALCS) appearances and being named the 1992 ALCS Most Valuable Player (MVP), culminating in back-to-back World Series championships in 1992 and 1993. Alomar signed with the Baltimore Orioles after the 1995 season, led the team to two ALCS appearances, and won the 1998 All-Star Game MVP Award in his final year with the team. He then joined the Cleveland Indians for three seasons and had the most productive years of his career in 1999 and 2001, again leading his team to the playoffs and becoming an AL MVP Award finalist both years. Alomar spent the final years of his career with the New York Mets, the Arizona Diamondbacks and the Chicago White Sox, before retiring at spring training in 2005. A switch hitter, Alomar finished his career with a .300 batting average. Shortly after his 2011 Hall of Fame induction, the Blue Jays retired his number 12.
In 2021, Alomar was banned from baseball by MLB following an independent investigation into allegations of sexual misconduct, dating back to 2014. In April 2021, the Blue Jays also announced that Alomar would be removed from the Level of Excellence and his retired number banner would be taken down at Rogers Centre.
Early life
Alomar was born in Ponce, Puerto Rico, and raised in Salinas, Puerto Rico. The son of Santos "Sandy" Alomar Sr. and María Velázquez, Alomar grew up in a baseball family. He and his older brother Sandy Jr. were raised mostly by their mother, due to their father's career as a major league second baseman. When school in Puerto Rico was out for the summer, they joined their father, who let his sons hang around the clubhouse, shag fly balls, and absorb the game—especially from his New York Yankees teammates, such as Thurman Munson and Graig Nettles. Growing up, Alomar idolized his father and José Cruz, both of whom were All-Star players.
Career
San Diego Padres
In 1985, Alomar signed with the San Diego Padres at age 17, and joined the team's Class-A affiliate, the Charleston Rainbows. The following year, playing for the Reno Padres, he won the California League batting title with a .346 average.
Alomar made his major league debut on April 22, 1988, against the Houston Astros, recording a hit in his first at bat, off of Nolan Ryan. With the Padres, he established himself as a solid hitter and baserunner, and defensively, he displayed excellent lateral range and a powerful arm, often making spectacular plays on ground balls hit deep in the hole between first and second base, and on balls hit up the middle, well behind second base. He became an All-Star for the first time in 1990, as a reserve player for the National League.
Toronto Blue Jays
On December 5, 1990, Alomar and Joe Carter were traded to the Toronto Blue Jays in exchange for Fred McGriff and Tony Fernández. It was in Toronto that he developed into a premier offensive second baseman, combining a .300-plus batting average with power and high end speed on the bases. In 1991, he capitalized on his speed with 11 triples and 53 stolen bases, leading the team to its first of three consecutive playoff appearances. The following year, he scored 105 runs, drew 87 walks, and had a .405 on-base percentage. In 1993, Alomar had his best season with the Blue Jays, producing 17 home runs (HR), 93 runs batted in (RBI), and 55 stolen bases, while batting .326, third in the American League behind teammates John Olerud and Paul Molitor. He was a central figure in Toronto's World Series championships in 1992 and 1993; in Game 6 of the 1992 World Series, he scored the series-winning run on Dave Winfield's two-run double in the 11th inning. Alomar's game-tying, ninth-inning home run against Oakland relief ace Dennis Eckersley, in Game 4 of the 1992 American League Championship Series (ALCS), is considered by many as the most important hit in the club's history, as the team's three previous trips to the ALCS had ended in disappointment; he was named the Most Valuable Player (MVP) of the series. In 1995, he played 104 consecutive games without committing an error, setting an AL record for second basemen. In each of his five seasons with the Blue Jays, Alomar was named to the All-Star team and won the Gold Glove Award.
Baltimore Orioles
On December 21, 1995, Alomar signed with the Baltimore Orioles at a time when Toronto was looking to rebuild, while Baltimore was improving into a pennant-contending team. In Baltimore, he paired with Hall of Famer Cal Ripken Jr. to form a formidable double-play combination. Alomar appeared in the playoffs in 1996 and 1997 for the Orioles, hitting a series-winning home run in Game 4 of the 1996 American League Division Series (ALDS), although the Orioles were defeated in the ALCS both years. In 1998, he was named the Major League Baseball (MLB) All-Star Game MVP.
Spitting incident
On September 27, 1996, during a game against the Blue Jays, Alomar got into a heated argument over a called third strike with umpire John Hirschbeck and spat in his face. He defended himself by saying Hirschbeck had uttered a racial slur and that Hirschbeck had been bitter since one son had died of ALD and another had been recently diagnosed as well. Upon hearing of Alomar's comments, Hirschbeck had to be physically restrained from confronting Alomar in the players' locker room.
Alomar was suspended for the first five regular-season games in 1997 and donated $50,000 to ALD research. Alomar and Hirschbeck settled their differences publicly and made apologies to each other on April 22, 1997, standing at home plate and shaking hands in front of the crowd before an Orioles game.
Cleveland Indians
On November 24, 1998, Alomar signed a four-year contract with the Cleveland Indians, joining his All-Star brother, Sandy Jr. It was in Cleveland that Alomar had two of his finest seasons. In 1999, he hit .323 and set career highs with 24 home runs, 120 RBI, 138 runs, 99 walks, a .422 on-base percentage and a .533 slugging percentage. In 2001, he batted .336/.415/.541, with 20 home runs, 100 RBI, and 30 steals. Cleveland made the playoffs in 1999, losing in the ALDS to the Boston Red Sox; in 2001, they again made the playoffs, but lost to the Seattle Mariners in the ALDS. Alomar finished third in AL MVP voting in 1999 and fourth in 2001.
On the field, Alomar teamed with shortstop Omar Vizquel to form another decorated middle infield combination. The Vizquel-Alomar duo won three consecutive Gold Gloves together, becoming one of just eight shortstop-second baseman duos to have accomplished this feat in the same year.
Alomar was traded to the New York Mets before the 2002 season, for pitcher Billy Traber and outfielders Matt Lawton and Alex Escobar.
Last years of career
In 2002, Alomar hit only .266/.331/.376 with 53 RBI and 73 runs scored, while falling apart defensively at second base. The Mets were puzzled by Alomar's mediocre play, which some attributed to his lack of comfort with being under the greater scrutiny of the New York fans and media. However, not even a midseason trade back to the American League to the Chicago White Sox in 2003 could revive Alomar from his funk. There was more misery ahead with the Arizona Diamondbacks in 2004, including a two-month disabled stint with a broken right hand. On August 5, Alomar returned to the White Sox, and hit just .263/.321/.392 in 56 games.
Alomar agreed to a one-year contract with the Tampa Bay Devil Rays for the 2005 season. However, on March 19, 2005, after a spring training plagued by back and vision trouble, he announced his retirement.
Legacy
Time called Alomar "the best second baseman of t[his] generation" and he is regarded as one of the greatest second basemen and all-around players of all time. Known for his acrobatic and flamboyant style of defense, Alomar won 10 Gold Glove Awards, establishing a major league record for second basemen. He ranks in the top 10 of several all-time categories for second basemen, including games played, stolen bases, plate appearances, doubles, assists, hits, runs, at bats, and double plays turned. In a 17-year career, he was a .300/.371/.443 hitter with 210 home runs and 1,134 RBI; his .307 career batting average as a member of the Blue Jays is a franchise record. He was the Blue Jays Player of the Year in 1991, 1992, and 1995, as well as the Cleveland Indians Man of the Year in 1999 and 2001. A clutch hitter, Alomar had a .313 postseason average, including a .347 average in two World Series appearances. His game-tying home run in Game 4 of the 1992 ALCS is often considered the most important hit in Blue Jays history, as it changed the fortunes of the franchise.
Alomar was known for having a "sixth sense" or "sixth tool"—awareness—which distinguished him from other players. His former manager Davey Johnson said of him, "He reminds me of some of the great players that I've played with, who seem like they write their own script ... Frank Robinson's one, Henry Aaron was the other." He became only the third Puerto Rican to be elected to the Baseball Hall of Fame, after Roberto Clemente and Orlando Cepeda, and has since been joined by Iván Rodríguez and Edgar Martínez.
Post-playing honors and activities
On April 4, 2008, Alomar was inducted into the Blue Jays Level of Excellence at Rogers Centre, prior to the team's home opener.
In 2010, Alomar's first year of Hall of Fame eligibility, he missed induction by eight votes. His 73.7% of the vote was the highest percentage of votes in any player's first year on the ballot without being elected. Some baseball writers expressed shock that he failed to get in on the first ballot, but many attributed the near-miss to sportswriters holding a grudge over the 1996 spitting incident with John Hirschbeck, including Alomar's brother Sandy Jr. and Hirschbeck himself. He was elected to the Hall of Fame in his second year of eligibility, with 90% of the vote (523 of 581 ballots cast). On July 24, 2011, Alomar was inducted into the Hall of Fame, becoming the first inductee to be depicted as a Blue Jays player on his plaque.
On June 19, 2010, Alomar was inducted into the Canadian Baseball Hall of Fame in St. Marys, Ontario.
The 2011 Caribbean Series was dedicated to him, which was followed by his induction into the Caribbean Baseball Hall of Fame.
On March 31, 2011, Alomar was named as a special assistant to the Blue Jays organization. The following year, he began hosting the annual Tournament 12 (T12) showcase at Rogers Centre for Canadian baseball prospects; major leaguers Josh Naylor, Mike Soroka, and Abraham Toro are alumni of the tournament.
On July 31, 2011, the Blue Jays retired Alomar's number 12 at Rogers Centre. He was the first Blue Jay to be so honored.
On August 3, 2013, Alomar was inducted into the Baltimore Orioles Hall of Fame.
On November 12, 2013, Alomar launched a baseball equipment line, Alomar Baseball.
On September 24, 2015, Alomar was inducted into the Ontario Sports Hall of Fame in Toronto.
Alomar guest-starred on an episode of Canadian sitcom Mr. D in an episode when students ran an "Alomar for President" campaign during the Student Council Elections.
In 2017, Baseball Commissioner Rob Manfred named Alomar a special consultant, tasked with helping grow baseball in Puerto Rico.
In July 2020, it was announced that Alomar was launching an expansion team in the Liga de Béisbol Profesional Roberto Clemente. The team, based in San Juan and named RA12 (after his initials and uniform number), began competing during the 2020–21 season. He also became a member of the LBPRC Board of Directors.
On April 30, 2021, Alomar was fired from both the Blue Jays and MLB amid reports that MLB was investigating claims that a female Blue Jays staffer claimed that Alomar had sexually harassed her in 2014. According to The Sports Network, the staffer was preparing to sue Alomar, the Blue Jays, and MLB. Later on April 30, Manfred announced that following an investigation into those allegations that had taken several months, Alomar had been placed on MLB's ineligible list and banned from baseball. At the same time, the Blue Jays severed all ties with Alomar, removing his name from the "Level of Excellence" at the Rogers Centre and taking down his Hall of Fame banner. However, he will remain enshrined in the Hall of Fame. Alomar's number was officially unretired August 1, 2023 when newly-acquired pitcher Jordan Hicks donned number 12 and entered the game for the Blue Jays in the ninth inning.
Through her lawyer, the Blue Jays employee announced she was dropping her suit.
Personal life
Alomar married Puerto Rican model Maripily Rivera on June 1, 2009. The next year, Rivera alleged that she had been a victim of domestic violence on three occasions, including her life being threatened with a knife by Alomar, and she wanted to end the marriage. Alomar alleged that Rivera had threatened to divorce him unless he gave her half ownership of his Tampa residence. The divorce was finalized on July 12, 2011, with a private settlement.
In 1996, a Canadian woman who became obsessed with Alomar was sentenced to nine months in prison for plotting to murder him. She was arrested with a loaded gun after telling security at the SkyDome of her plans.
Alomar has been sued by at least four women, including his ex-wife, for allegedly exposing them to HIV. He was in a relationship with professional tennis player Meghann Shaughnessy from 2004 to 2006, who claimed Alomar exposed her to HIV. The lawyer of Alomar's ex-wife stated Alomar paid $4 million in settlements to Shaughnessy and Ilya Dall, another ex-girlfriend.
On December 12, 2012, Alomar married Toronto native Kim Perks at the Art Gallery of Ontario. Their first daughter was born in 2014. The Alomars reside in Toronto.
Awards and highlights
Awards
Statistical highlights
League leader
Runs scored (1999)
Sacrifice bunts (1989)
Sacrifice flies (1999)
Plate appearances (1989)
Fielding percentage at second base (1992, 1995, 1999, 2001)
Stolen base percentage (2000)
Other milestones
batted over .300 nine times (1992–97, 1999–2001)
posted an on-base percentage over .400 five times (1992, 1993, 1996, 1999, 2001)
scored 100 or more runs six times (1992, 1993, 1996, 1999–2001)
drove in 100 or more runs twice (1999, 2001)
stole 30 or more bases eight times (1989, 1991–93, 1995, 1999–2001)
See also
Cleveland Indians award winners and league leaders
List of Baltimore Orioles awards
List of Gold Glove middle infield duos
List of Silver Slugger Award winners at second base
List of Major League Baseball annual runs scored leaders
List of Major League Baseball career doubles leaders
List of Major League Baseball career hits leaders
List of Major League Baseball career runs scored leaders
List of Major League Baseball career runs batted in leaders
List of Major League Baseball career total bases leaders
List of Major League Baseball career plate appearance leaders
List of Major League Baseball career putouts as a second baseman leaders
List of Major League Baseball career stolen bases leaders
List of Major League Baseball players from Puerto Rico
List of Puerto Ricans
List of second-generation Major League Baseball players
Toronto Blue Jays award winners and league leaders
References
External links
1968 births
Living people
American League All-Stars
American League Championship Series MVPs
Arizona Diamondbacks players
Baltimore Orioles players
Canadian Baseball Hall of Fame inductees
Charleston Rainbows players
Chicago White Sox players
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https://en.wikipedia.org/wiki/Fernando%20Wood
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Fernando Wood
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Fernando Wood (February 14, 1812 – February 13, 1881) was an American Democratic Party politician, merchant, and real estate investor who served as the 73rd and 75th Mayor of New York City. He also represented the city for several terms in the United States House of Representatives.
After rapidly rising through Tammany Hall, Wood served a single term in the U.S. House before returning to private life and building a fortune in real estate speculation and maritime shipping.
He was elected mayor for the first time in 1854 and served three non-consecutive terms. His mayoralty was marked by an almost dictatorial vision of the office and political corruption in the city's appointed offices, including the New York City police force. His political appointments and his advocacy for unilateral reform of the city charter to strengthen his power and grant the city home rule brought him into direct conflict with the Republican state legislature, leading to a charter revision that prematurely ended his second term in office and resulted in his arrest. He returned to the mayor's office for a final term in 1860.
After leaving the mayor's office, Wood was elected to several more terms in the House of Representatives, where he served for sixteen years. In his final two terms in that office, he served as Chairman of the powerful House Committee on Ways and Means.
Throughout his career, Wood expressed political sympathies for the Southern United States, including during the American Civil War. He once suggested to the New York City Council that the city should declare itself an independent city-state in order to continue its profitable cotton trade with the Confederate States of America. In the House, he was a vocal opponent of President Abraham Lincoln and one of the main opponents of the Thirteenth Amendment, which abolished slavery in the United States.
Early life
Fernando Wood was born in Philadelphia on February 14, 1812. His Spanish forename was chosen by his mother, who found it in The Three Spaniards, an English gothic novel written by George Walker.
His father, Benjamin Wood, was a speculator in dry goods who was bankrupted by the Panic of 1819. His mother, Rebecca (née Lehman) Wood, was the daughter of a recent immigrant from Hamburg who had been wounded at the Battle of Yorktown.
Fernando had six siblings: four brothers and two sisters. His brother, named Benjamin Wood after their father, also served in the U.S. Congress. Throughout Fernando Wood's career, Benjamin was his sole trusted ally.
During Fernando's childhood, his father moved the family frequently: from Philadelphia to Shelbyville, Kentucky; New Orleans; Havana, Cuba; Charleston, South Carolina; and finally New York City, where he opened a tobacconist store in 1821. The business failed by 1829 and Benjamin Wood left his family to die, impoverished and alone in Charleston.
Early business
In New York, Fernando enrolled in a private academy run by James Shea of Columbia College. He was educated in grammar, rhetoric, and mathematics. He left school in 1825 at age 13, as his father's business declined, in order to provide for his family. For six years, he worked throughout the Eastern United States in a variety of low-paying jobs, including as a stage actor. In 1831, he married his first wife, Anna W. Taylor, the 16-year old daughter of a Philadelphia merchant.
In 1832, Wood returned to New York City to head his mother's household at 140 Greene Street. He struggled in business, often working nights at his wife's wine and tobacconist store on Pearl Street. In 1835, Wood started a ship chandler firm with Francis Secor and Joseph Scoville, but the business failed during the Panic of 1837. He soon opened a bar using his wife's dowry, which he was forced to close because business was so poor. In later years, after parting ways politically, Scoville accused Wood of overcharging drunken bar patrons.
Rise through Tammany Hall
Despite his business failures, Wood was successful in politics. He joined the nascent Jacksonian Democratic Party, possibly influenced by his hatred of the Second Bank of the United States, which he blamed for his father's ruin. In 1836, party leaders elevated him to membership in the fraternal-political Tammany Society, the first rung on the New York Democratic ladder.
Tammany Hall was split between moderates, including Wood, and a breakaway faction of radicals known as Locofocos. When the Locofocos formed an independent Equal Rights Party, Wood remained in the Tammany organization, gaining promotion into the organization's Young Men's Committee and becoming its organizing force. However, following the Panic of 1837 and a Locofoco food riot, Wood worked to advance radical anti-bank politics within the Young Men's Committee. Wood's move was politically prescient; in September 1837, President Martin Van Buren, a Tammany Hall ally, signaled approval of Locofocoism. At a meeting later that month, the general Tammany organization voted in favor of Wood's motion to oust the Bank Democrats from the organization. Wood received a host of organization promotions.
U.S. Representative (1841–43)
1840 election
In October 1840, Wood's rise culminated with a nomination for the United States House of Representatives at just 28 years old. At this time, New York City elected its four members of the House on a single ticket. Wood campaigned on Anglophobic themes to appeal to Irish voters in the city, suggesting that "British stockjobbers" funded the Whig campaign in gold. He engaged in a war of words with New York American editor Charles King, who revealed that Wood had been found liable for $2,143.90 in overdraft fees after he fraudulently withdrew from his bank on the basis of a bookkeeping error.
In response, Wood published the statements of two of the referees in his case, a letter from the bank's Whig attorney, and a letter from his own attorney, which Wood combined to argue the bank had maligned him to help the Whig Party.
Wood and his Democratic running mates unseated the incumbent Whig ticket, though Wood received the fewest votes and only won his seat by 886 votes. The bank scandal remained a sore spot for Wood for years.
27th Congress
In Congress, Wood served on the Public Buildings and Grounds Committee. He sought out the mentorship of Henry Clay, who had become estranged from the Whigs over his break with President John Tyler, and Southern Democrats like John C. Calhoun, Henry A. Wise, and James K. Polk. Wood's voting record was markedly pro-Southern and pro-slavery, more so than any other New York congressman.
On economic issues, Wood was an orthodox Democrat, favoring hard money, deflation, and free trade. However, he supported federal funding in New York, including appropriations for harbor improvements, fortifications, and the Brooklyn Navy Yard. Wood was also a staunch backer of federal subsidies for Samuel F.B. Morse's experimental telegraph. He was a vocal opponent of protectionist tariffs proposed by House Ways and Means chairman Millard Fillmore.
Wood also lobbied the U.S. State Department for protections for Irish political prisoners, some of whom were naturalized Americans, whom the British forcibly resettled on Tasmania.
1842 election
Wood expected to run for re-election in 1842, but the New York City district was split into four separate districts by a congressional mandate.
Wood lived in the new fifth district, also home to popular incumbent John McKeon. To avoid facing McKeon in a primary, Wood relocated to a strong Whig district, the sixth, where instead he faced incumbent James I. Roosevelt and former Congressman Ely Moore for the Democratic nomination. After Roosevelt withdrew, Wood won a one-vote plurality in the primary, but fell short of the required majority. Moore withdrew in favor of McKeon, who had lost the nomination in his original district. McKeon won, and Wood covertly undermined him in the general election, invoking McKeon's Irish heritage and suggesting McKeon was a secret abolitionist. McKeon lost to Whig Hamilton Fish.
Return to business
In need of funds and expecting his first child, Wood left politics after 1842 to reopen his ship chandler firm on the East River, announcing to his friends that he was "entirely out of politics."
To accrue necessary capital, Wood begged Henry A. Wise for a patronage appointment as the State Department's local despatch agent, despite previously having tried to abolish the role when he was a congressman. Though Secretary of State Abel Upshur refused, he was soon killed in an accident aboard the USS Princeton and succeeded by John C. Calhoun, who granted Wood the appointment on May 8, 1844.
With his government job as a subsidy and political power base, Wood expanded his business and rented a new home in upper Manhattan with three servants. Except for his efforts on behalf of presidential nominee James K. Polk and in defense of his own patronage position, he remained largely outside politics.
1844 presidential election
In advance of the 1844 Democratic National Convention, which was expected to be a showdown between Calhoun and Martin Van Buren, Wood acted as a double agent on behalf of Van Buren. Calhoun supporters, seeking to peel Tammany away from Van Buren, invited Wood to strategy meetings and sought his advice on courting New York delegates. However, Wood covertly passed this information to Van Buren. Though Calhoun never found Wood out, the affair left Van Buren suspicious of Wood's character and the former President's son, John Van Buren, became Wood's political rival for the next two decades.
After the nomination went to dark horse James K. Polk, Wood renewed their friendship and launched into a campaign for Polk in New York City, New Jersey, and the Southern Tier. Wood used his political connections to Polk to save his patronage job under new Secretary of State James Buchanan.
Real estate
Wood massively expanded his wealth by entering the real estate market, at first by accident. In 1848, using his second wife's modest fortune, he took out a $4,000 (~$ in ) mortgage on a 150 acre plot on Bloomingdale Road. As New York's population boomed and development hastened, real estate values skyrocketed. Along with subsequent purchases from the same estate, Wood accumulated a property worth over $650,000. Using this property as security, he engaged in a series of successful purchases in nearly every ward of Manhattan. William Tweed later said of Wood, "I never yet went to get a corner lot that I didn't find Wood had got in ahead of me."
In 1852, Wood expanded his holdings to San Francisco. By 1855, his growing fortune was estimated at $200,000; in 1861, $500,000. Wood himself reported personal holdings of $1,200,000 at the 1860 census ($ in dollars).
Gold Rush and Cater affair
In October 1848, in the early stages of the California Gold Rush, Wood and four other partners chartered a barque, the John C. Cater, to sell goods and equipment in San Francisco. The goods were sold at inflated prices, and the Cater maintained a profitable trade transporting passengers and lumber between Oregon and San Francisco.
It was later discovered that Wood defrauded his brother-in-law, Edward E. Marvine, in order to obtain the necessary start-up capital for the Cater. Wood presented his brother-in-law with a fraudulent letter, purportedly from a "Thomas O'Larkin" in Monterey, California, suggesting the venture. Marvine was convinced by this letter and convinced three more investors to join. Marvine later sued Wood for $20,000 in fraud. In 1851, Wood was indicted by a grand jury, but the judges quashed the charges because the statute of limitations expired a day before the court was to rule on the matter. Wood was accused, without substantiation, of bribing the Whig district attorney with $700 to delay the charges until the statute of limitations expired. In 1855, the New York Supreme Court ordered Wood to pay Marvine $8,000 and the other partners $5,635.40. Wood filed an appeal that dragged on for another six years.
During the case, Wood maintained his innocence and brought a libel suit against the New York Sun for prematurely printing details of Marvine's deposition.
Mayor of New York City
In the words of biographer Jerome Mushkat, Mayor Wood was "a unique figure, New York's first modern mayor, a city builder, and the prototype for later municipal leaders, a man who anticipated much of what became the urban Progressive Movement." His mayoralty was marked by his push for home rule and charter reform, as well as accusations of corruption in city government by his opponents.
Wood was the first New York City mayor linked to Tammany Hall.
1850 campaign
Wood was nominated for Mayor of New York City for the first time in 1850 with the support of "Soft Shell Democrats" who supported the 1849 state Democratic platform, which called for protection of slavery where it existed but recognized Congress's right to prevent its extension to new American territories. He was defeated by Ambrose C. Kingsland in a landslide for the Whig Party.
1854 campaign
Wood began organizing his political return in November 1853, courting both the Soft and Hard factions in opposition to Free Soil Democrats, who opposed any extension of slavery whatsoever. He also sought influence in the secretive new Know-Nothing nativist movement, despite his base of support in the city's immigrant communities.
Wood was easily nominated for a second time, though a faction of Hard Democrats nominated Wilson J. Hunt. Wood's campaign was nearly upended by his Know-Nothing involvement, but he survived the accusations to win with just 33.6% of the vote.
First term (1855–56)
In his first two-year term, Wood sought to strengthen the office of mayor and establish "one-man rule" in advance of proposals to unilaterally modernize the city's economy, improve its public works, and reduce wealth inequality.
He was very popular in New York and throughout the country, and gained the nickname "the Model Mayor."
However, his attempts at reform were quickly overshadowed by failure to answer accusations of corruption in his handling of the police force. His political base was eroded entirely in the 1855 elections, leaving Wood on the defensive for the remainder of his term. Nonetheless, his vision for the mayoralty as a powerful central executive and his campaign for greater home rule for New York City came to define the city's politics for generations.
He embarked on several large spending programs, including modernizing the city's wharfs by replacing wooden structures with stone, new safety features for the city's railways, construction of the already-planned Central Park, and expansion of the city's grid plan. Attempts to crack down on vice were largely abandoned for political and practical reasons.
1856 gubernatorial campaign and re-election
Wood was an early supporter of James Buchanan for the 1856 Democratic nomination and attempted to parlay this support into a nomination on Buchanan's ticket for Governor of New York. However, an expected endorsement by Buchanan never materialized and Wood was seen as too extreme by state leaders. Both the Hard and Soft factions unified on the candidacy of Amasa J. Parker, who ultimately lost the election.
Instead, Wood stood for re-election as mayor on a platform of charter reform, in defiance of a one-term tradition. The general election campaign was marked by personal attacks and street violence committed by the various political gangs in the city. On election day, Wood furloughed or relieved many police officers of duty, allowing his own gang, the Dead Rabbits, to menace voters and steal ballot boxes. He won the race with 44.6% of the vote, though he trailed Buchanan by a wide margin due to fractures in the city party. Despite his evident abuse of police powers and encouragement of violence, a grand jury declined to indict Wood on the grounds that such practices were common in the city's history and at the time.
Second term (1857)
In Wood's second term, his control over Tammany Hall unraveled and his handling of the police force boiled over in the New York City Police riot and Dead Rabbits riot.
In April, the Republican legislature passed a new City Charter which truncated Wood's current term to one year, a Police Reform Act dissolving Wood's Municipal police in favor of a Metropolitan state unit, and an Excise Act implementing restrictive liquor licensing throughout the state. Wood committed himself to resisting the Police Reform Act and maintaining his own Municipal police, culminating in a police riot and Wood's orchestrated arrest on June 16.
1857 election
In the December 1857 election, Tammany joined with Republicans and Know-Nothings in endorsing Daniel F. Tiemann over Wood. The economic devastation of the Panic of 1857 dominated the campaign, and Wood pursued public works programs to provide jobs and food for the city's poor citizens.
Wood was denied a third successive term by a narrow margin of 3,000 votes.
Return to mayoralty and support for Confederacy
Wood served a third mayoral term in 1860 and 1861. Wood was one of many New York Democrats sympathetic to the Confederacy, called 'Copperheads' by the staunch Unionists. In 1860, at a meeting to choose New York's delegates to the Democratic convention in Charleston, S.C., Wood outlined his case against the abolitionist cause and the "Black Republicans" who supported it. He was of the opinion that "until we have provided and cared for the oppressed laboring man in our own midst, we should not extend our sympathy to the laboring men of other States." In January 1861, Wood suggested to the New York City Council that New York secede and declare itself a free city in order to continue its profitable cotton trade with the Confederacy.
Wood's Democratic machine was concerned with maintaining the revenues that maintained the patronage, which depended on Southern cotton. Wood's suggestion was greeted with derision by the Common Council. Tammany Hall was highly factionalized until after the Civil War. Wood and his faction cocreated and he headed his own organization named Mozart Hall. New York City commercial interests wanted to retain their relations with the South, but within the framework of the Constitution.
Return to U.S. House
Subsequent to serving his third mayoral term, Wood served again in the House of Representatives from 1863 to 1865, then again from 1867 until his death in Hot Springs, Arkansas on February 13, 1881.
Civil War and Reconstruction
Wood was one of the main opponents of the Thirteenth Amendment to the United States Constitution which abolished slavery and was critical in blocking the measure in the House when it first came up for a vote in June 1864. Wood attacked anti-slavery War Democrats as having "a white man's face on the body of a negro," and supported state-level Democratic Party platforms that advocated constitutional amendments protecting slavery. He argued that the amendment "strikes at property," and took the power of regulating slavery away from the states, where it rightfully belonged.
On January 15, 1868, Wood was censured for the use of unparliamentary language. During debate on the floor the House of Representatives, Wood called a piece of legislation "A monstrosity, a measure the most infamous of the many infamous acts of this infamous Congress." An uproar immediately followed this utterance, and Wood was not permitted to continue. This was followed by a motion by Henry L. Dawes to censure Wood, which passed by a vote of 114-39.
Notwithstanding his censure, Wood still managed to defeat Dr. Francis Thomas, the Republican candidate, by a narrow margin in the election of that year.
Wood served as chairman for the Committee on Ways and Means in both the 45th and 46th Congress (1877–1881).
Personal life
Personality and appearance
Wood was slightly over six feet, making him tall for his time. Contemporaries described him as "strikingly handsome," but he dressed plainly and showed little emotion.
Wood's biographer Jerome Mushkat describes him as a totally self-reliant man of "soaring ambition" and "an almost dictatorial obsession to control men and events."
Marriages and family
Wood's brother Benjamin Wood purchased the New York Daily News (not to be confused with the current New York Daily News, which was founded in 1919), supported Stephen A. Douglas, and was elected to Congress, where he made a name as an opponent of pursuing the American Civil War.
Wood was married three times and had 16 children, seven from his second marriage to Anna Richardson and nine from his third marriage to Alice Mills. Among his children with Mills were Henry Alexander Wise Wood.
His first marriage (1831–39) to Anna Taylor of Philadelphia ended in divorce upon Wood's discovery of her frequent adultery. Their marriage was childless and a court decreed that Anna could not marry again during Wood's lifetime. He never spoke of her again, but a political enemy later claimed she had become an alcoholic prostitute.
In 1841 he married Anna Dole Richardson, who died in 1859. Anna was a direct descendant of William Penn through her mother, and her father, Judge Joseph L. Richardson, was well-connected with upstate politicians including President Van Buren, Silas Wright, and William C. Bouck. During his second marriage, having built a second fortune, Wood and his wife joined the Protestant Episcopal Church.
In 1860 he married Alice Fenner Mills, the 16-year-old daughter of retired Republican financier and railroad executive C. Drake Mills.
Ancestry
The Wood family traces its lineage in America to around 1670, when Henry Wood, a carpenter and Quaker, migrated from Wales to Newport, Rhode Island. He later moved his family to West Jersey, where he established a homestead along the Delaware River.
Fernando Wood's grandfather Henry Wood was born in 1758 and served in the American Revolution as a captain. He was wounded at the battles of Germantown and Yorktown.
Little is known about Wood's maternal line.
Death and legacy
Wood died in Hot Springs, Arkansas on February 13, 1881, one day before his 69th birthday. He was buried in Trinity Church Cemetery, in New York, N.Y.
In Steven Spielberg's Lincoln, Wood is portrayed by Lee Pace as a leading opponent of the president and of the Thirteenth Amendment.
See also
List of United States Congress members who died in office (1790–1899)
List of United States representatives expelled, censured, or reprimanded
Notes
References
Bibliography
Further reading
Herbert Asbury, The Gangs of New York, 1927
Journal of the House of Representatives of the United States, 1867–1868, pp. 193-196
Oakes, James. Freedom National: The Destruction of Slavery in the United States (1861–1865). W.W. Norton & Company, 2013.
External links
Mr. Lincoln and New York: Fernando Wood
AllRefer Encyclopedia - Fernando Wood (U.S. History, Biographies) - Encyclopedia
Fernando Wood
Gregory Christiano surveys Fernando Wood, the rival police forces, gang wars and the Panic of 1857: 'Introduction to a turbulent period in New York City history."
Fernando Wood's recommendation to the city council, January 6, 1861.
Fernando Wood's Biographical Entry at the Biographical Directory of The United States Congress
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1812 births
1881 deaths
19th-century American politicians
American people of Welsh descent
American proslavery activists
Censured or reprimanded members of the United States House of Representatives
Copperheads (politics)
Democratic Party members of the United States House of Representatives from New York (state)
Leaders of Tammany Hall
Mayors of New York City
People of New York (state) in the American Civil War
Politicians from Philadelphia
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https://en.wikipedia.org/wiki/Foreign%20worker
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Foreign worker
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Foreign workers or guest workers are people who work in a country other than one of which they are a citizen. Some foreign workers use a guest worker program in a country with more preferred job prospects than in their home country. Guest workers are often either sent or invited to work outside their home country or have acquired a job before leaving their home country, whereas migrant workers often leave their home country without a specific job in prospect.
Tens of millions of people around the world operate as foreign workers. As of 2018, according to reports from the Bureau of Labor Statistics, there is an estimated 28 million foreign-born workers in the United States, which draws most of its immigrants from Mexico, including 4 or 5 million undocumented workers. It is estimated that around 5 million foreign workers live in northwestern Europe, half a million in Japan, and around 5 million in Saudi Arabia. Between January and June in 2019, 2.4 million foreigners arrived to work in Russia.
A comparable number of dependents may accompany international workers.
Some foreign workers migrate from former colonies to a former colonial metropole (France, for example).
Chain migration may operate in building guest-worker communities.
Foreign workers by country or broader region
Canada
Foreign nationals are permitted to enter Canada on a temporary basis if they have a student visa, are seeking asylum, or possess special permits. The largest category, however, is called the Temporary Foreign Worker Program (TFWP), under which workers are brought to Canada by their employers for specific jobs. In 2000, the Immigrant Workers Centre was founded in Montreal, Québec. In 2006, 265,000 foreign workers worked in Canada. Amongst those of working age, there was a 118% increase from 1996. By 2008, the intake of non-permanent immigrants (399,523, the majority of whom are TFWs) had overtaken the intake of permanent immigrants (247,243). To hire foreign workers, Canadian employers must complete a Labour Market Impact Assessment administered by Employment and Social Development Canada.
United States
The United States issues a number of employment-based immigrant visas. These include the H-1B visa to employ foreign workers in speciality occupations temporarily and the H-2A visa for temporary agricultural work.
Over one million undocumented immigrants work in agriculture in the United States, while roughly 250,000 are admitted under the H-2A visa, as of 2019.
Green card workers are individuals who have requested and received legal permanent residence from the government in the United States and intend to work in the United States permanently. The United States’ Diversity Immigrant Visa Lottery program authorises up to 50,000 immigrant visas to be granted each year. This help facilitates foreign nationals with low rates of immigration to the United States a chance to participate in a random drawing for the possibility of obtaining an immigration visa.
Germany
In Nazi Germany, from 1940 to 1942, Organization Todt began its reliance on guest workers, military internees, Zivilarbeiter (civilian workers), Ostarbeiter (Eastern workers) and Hilfswillige ("volunteer") POW workers.
The significant migration phase of labour migrants in the 20th century began in Germany during the 1950s, as the sovereign Germany, since 1955 after repeated pressure from NATO partners, has yielded to the request for closure of the so-called 'Anwerbe' Agreement (German: Anwerbeabkommen).
The initial plan was a rotation principle: a temporary stay (usually two to three years), followed by returning to their homeland. The rotation principle proved inefficient for the industry because inexperienced ones constantly replaced experienced workers. The companies asked for legislation to extend the residence permits.
Many foreign workers were followed by their families in the following period and stayed. Until the 1970s, more than four million migrant workers and their families thus came to Germany, mainly from the Mediterranean countries of Italy, Greece, the former Yugoslavia and Turkey.
Since about 1990, the disintegration of the Soviet bloc and the enlargement of the European Union allowed guest workers from Eastern Europe to Western Europe.
Some host countries set up a program to invite guest workers, as did the West Germany from 1955 to 1973, when over one million guest workers (German: Gastarbeiter) arrived, mostly from Turkey.
Switzerland
The underestimation of the required integration services by the state and the host countries' society and by the migrants themselves. Switzerland's transformation into a country of immigration was not until after the accelerated industrialization in the second half of the 19th century. Switzerland was no longer a purely rural Alpine area but became a European vanguard in various industries at that time, first of textile, later also the mechanical and chemical industries. Since the middle of the 19th century, mainly German academics, self-employed and craftsmen, but also Italians, who found a job in science, industry, construction and infrastructure construction migrated to Switzerland.
Asia
In Asia, some countries in South and Southeast Asia offer workers. Their destinations include Japan, South Korea, Hong Kong, Taiwan, Singapore, Brunei and Malaysia. A 2020 Greenpeace investigation found significant evidence for the abuse of foreign laborers in the Taiwanese distant water fishing industry. Taiwanese conglomerate FCF was specifically singled out for links to illegal fishing and forced labor.
West Asia
In 1973, an oil boom in the Persian Gulf region (UAE, Oman, Saudi Arabia, Qatar, Kuwait, and Bahrain, which comprise the Gulf Cooperation Council), created an unprecedented demand for labour in the oil, construction and industrial sectors. Development demanded a labor force. This demand was met by foreign workers, primarily those from the Arab states, with a later shift to those from Asia-Pacific countries. A rise in the standards of living for citizens of western Asian countries also created a demand for domestic workers in the home.
Since the 1970s, foreign workers have become a large percentage of the population in most nations in the Persian Gulf region. Growing competition with nationals in the job sector, along with complaints regarding the treatment of foreign workers, has led to rising tensions between the national and foreign populations in these nations.
Remittances are becoming a prominent source of external funding for countries that contribute foreign workers to the GCC countries. On average, the top recipients globally are India, the Philippines, and Bangladesh. In 2001, $72.3 billion was returned as remittances to the countries of origin of foreign workers, equivalent to 1.3% of the world GDP. The source of income remains beneficial as remittances are often more stable than private capital flows. Despite fluctuations in the economy of GCC countries, the amount of dollars in remittances is usually stable.
The spending of remittances is seen in two ways. Principally, remittances are sent to the families of guest workers. Though often put towards consumption, remittances are also directed to investment. Investment is seen to lead to the strengthening of infrastructure and facilitating international travel.
With this jump in earnings, one benefit that has been seen is the nutritional improvement in households of migrant workers. Other benefits are the lessening of underemployment and unemployment.
In detailed studies of Pakistani migrants to the West Asia in the early 1980s, the average foreign worker was 25–40 years old. Seventy per cent were married, while families accompanied only 4 per cent. Two-thirds hailed from rural areas, and 83 per cent were production workers. At the time, 40 per cent of Pakistan's foreign exchange earnings came from its migrant workers.
Domestic work is the single most important category of employment among women migrants to the Arab States of the Persian Gulf and Lebanon and Jordan. The increase of Arab women in the labour force, and changing conceptions of women's responsibilities, have resulted in a shift in household responsibilities to hired domestic workers. Domestic workers perform an array of work in the home: cleaning, cooking, child care, and eldercare. Common work traits include an average 100-hour work week and virtually non-existent overtime pay. Remuneration differs greatly according to nationality, oftentimes depending on language skills and education level. This is seen with Filipina domestic workers receiving a higher remuneration than Sri Lankan and Ethiopian nationals.
Saudi Arabia is the largest source of remittance payments in the world. Similar to other GCC countries, remittance payments from Saudi Arabia rose during the oil boom years of the 1970s and early 1980s but declined in the mid-1980s. As oil prices fell, budget deficits mounted, and most governments of GCC countries put limits on hiring foreign workers. Weaknesses in the financial sector and government administration impose substantial transaction costs on migrant workers who send them. Although difficult to estimate, costs consist of salaries and the increased spending required to expand educational and health services, housing, roads, communications, and other infrastructure to accommodate the basic needs of the newcomers. The foreign labour force is a substantial drain of the GCC states' hard currency earnings, with remittances to migrants' home countries in the early 2000s amounting to $27 billion per year, including $16 billion from Saudi Arabia alone. It has been shown that the percentage of the GDP that foreign labour generates is roughly equal to what the state has to spend on them.
The main concerns of developed countries regarding immigration centres are: (1) the local job seekers' fear of competition from migrant workers, (2) the fiscal burden that may result on native taxpayers for providing health and social services to migrants, (3) fears of erosion of cultural identity and problems of assimilation of immigrants, and (4) national security.
In immigrant-producing countries, individuals with less than a high school education continue to be a fiscal burden to the next generation. Skilled workers, however, pay more in taxes than what they receive in social spending from the state. The emigration of highly skilled workers has been linked to skill shortages, reductions in output, and tax shortfalls in many developing countries. These burdens are even more apparent in countries where educated workers largely emigrated after receiving a highly subsidised technical education. "Brain Drain refers to the emigration (out-migration) of knowledgeable, well-educated and skilled professionals from their home country to another country, [usually because of] better job opportunities in the new country."
As of 2007, 10 million workers from Southeast Asia, South Asia, or Africa live and work in the countries of the Persian Gulf region. Xenophobia in receiving nations is often rampant, as menial work is often allocated only to foreign workers. In host countries, expatriate labour is treated with prejudice despite government attempts to eradicate malpractice and exploitation of workers. Emigrants are offered substandard wages and living conditions and must work overtime without extra payment. Workers or their dependents are not paid due to compensation regarding injuries and death. Citizenship is rarely offered, and labour can oftentimes be acquired below the legal minimum wage. Foreign workers often lack access to local labour markets. Oftentimes these workers are legally attached to a sponsor/employer until completion of their employment contract, after which a worker must either renew a permit or leave the country.
Racism is prevalent towards migrant workers. With an increasing number of unskilled workers from Asia and Africa, the market for foreign workers became increasingly racialised and dangerous, or "dirty" jobs became associated with Asian and African workers noted by the term "Abed", meaning dark skin.
Foreign workers migrate to the West Asia as contract workers by means of the kafala, or "sponsorship" system. Migrant work is typically for two years. Recruitment agencies in sending countries are the main contributors of labour to GCC countries. Through these agencies, sponsors must pay a fee to the recruiter and pay for the worker's round-trip airfare, visas, permits, and wages. Recruiters charge high fees to prospective employees to obtain employment visas, averaging between $2,000 and $2,500 in such countries as Bangladesh and India. Contract disputes are also common. In Saudi Arabia, foreign workers must have employment contracts written in Arabic and have them signed by the sponsor and themselves to be issued a work permit. Contracts may be written or oral with other GCC countries, such as Kuwait.
Dependence on the sponsor (kafeel) naturally creates room for violations of the rights of foreign workers. Debt causes workers to work for a certain period of time without a salary to cover these fees. This bondage encourages the practice of international labour migration as women in situations of poverty can find jobs overseas and pay off their debts through work. It is common for the employer or the sponsor to retain the employee's passport and other identity papers as a form of insurance for the amount an employer has paid for the worker's work permit and airfare. Kafeels sell visas to foreign workers with the unwritten understanding that the foreigner can work for an employer other than the sponsor.
When a two-year work period is over, or with a job loss, workers must find another employer willing to sponsor them or return to their nation of origin within a short time. Failing to do this entails imprisonment for violation of immigration laws. Protections are nearly non-existent for migrant workers.
The population in the current GCC states has grown more than eight times during 50 years. Foreign workers have become the primary, dominant labour force in most sectors of the economy and the government bureaucracy. With rising unemployment, GCC governments embarked on formulating labour market strategies to improve this situation, create sufficient employment opportunities for nationals, and limit the dependence on expatriate labour. Restrictions have been imposed: the sponsorship system, the rotational system of expatriate labour to limit the duration of foreigners' stay, curbs on naturalization and the rights of those who have been naturalised, etc. This has also led to efforts to improve the education and training of nationals. Localization remains low among the private sector, however. This is due to the traditionally low income the sector offers. Also included are long working hours, a competitive work environment, and a need to recognise an expatriate supervisor, often difficult to accept.
In 2005, low-paid Asian workers staged protests, some violent, in Kuwait, Bahrain, and Qatar for not receiving salaries on time. In March 2006, hundreds of mostly south Asian construction workers stopped work and went on a rampage in Dubai, UAE, to protest their harsh working conditions, low or delayed pay, and general lack of rights. Sexual harassment of Filipina housemaids by local employers, especially in Saudi Arabia, has become serious. In recent years, this has resulted in a ban on the migration of females under 21. Such nations as Indonesia have noted the maltreatment of women in the GCC states, with the government calling for an end to the sending of housemaids altogether. In GCC countries, a chief concern with foreign domestic workers in childcare without the desired emphasis on Islamic and Arabic values.
Possible developments in the future include a slowdown in the growth of foreign labour. One contributor to this is a dramatic change in demographic trends. The growing birth rate of nationals in the GCC states will lead to a more competitive workforce in the future. This could also lead to a rise in the numbers of national women in the workforce.
A report published by human rights organizations in 2022 suggested up to 10,000 migrant workers die annually in the West Asia.
European Union
In 2016, around 7.14% (15.885.300 people) of total EU employment were not citizens, 3.61% (8.143.800) were from another EU Member State, 3.53% (7.741.500) were from a non-EU country. Switzerland 0.53%, France 0.65%, Spain 0.88%, Italy 1.08%, United Kingdom 1.46%, Germany 1.81% (until 1990 former territory of the FRG) were countries where more than 0.5% of employees were not citizens.
The United Kingdom 0.91%, Germany 0.94% (until 1990 former territory of the FRG) are countries where more than 0.9% of employees were non-EU countries.
countries with more than 0.5% employees were from another EU country were Spain 0.54%, United Kingdom 0.55%, Italy 0.72%, Germany (until 1990 former territory of the FRG) 0.87%.
See also
Body Shops
Bracero program (historical American guest-worker program)
Dirty, dangerous and demeaning
Mexican Americans
Foreign Worker Visa
Gastarbeiter (historical German guest-worker program)
Turks in Germany
Guest worker program (a proposed foreign-worker program in the U.S.)
Immigration
Labor shortage
Lavoie v. Canada (a Canadian Supreme Court case ruling on foreign worker status)
Smart contract: can be used for temporary employment contracts
Mercenary
Metic
Schengen Agreement (an EU agreement to open borders)
Sweatshop
Third Country National
Global mobility
References
Further reading
Knox, Paul; Agnew, John; McCarthy, Linda (2003). The Geography of the World Economy (4th ed.). London: Hodder Arnold. .
———. Moving Here, Staying Here: The Canadian Immigrant Experience . Web exhibition. Library and Archives Canada.
Ness, Immanuel (2011) Guest Workers and Resistance to U.S. Corporate Despotism Urbana: University of Illinois Press.
External links
The PBS newsmagazine NOW focuses on America's "Guest Workers" including interviews with actual guest workers who work in Montana's forests
Migrant labour activism in New York City from Dollars & Sense magazine
Migrant Farmworkers and Their Children
A gift from heaven A short film on Thai workers in Israel
"Guest Workers" and U.S. Unemployment - essay and video by Dan Rather
Human migration
Immigration law
International factor movements
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Beaver Wars
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The Beaver Wars (), also known as the Iroquois Wars or the French and Iroquois Wars () were a series of conflicts fought intermittently during the 17th century in North America throughout the Saint Lawrence River valley in Canada and the Great Lakes region which pitted the Iroquois against the Hurons, northern Algonquians and their French allies.
As a result of this conflict, the Iroquois destroyed several confederacies and tribes through warfare: the Hurons or Wendat, Erie, Neutral, Wenro, Petun, Susquehannock, Mohican and northern Algonquins whom they defeated and dispersed, some fleeing to neighbouring peoples and others assimilated, routed, or killed.
The Iroquois sought to expand their territory and to monopolize the fur trade with European markets. They originally were a confederacy of the Mohawk, Oneida, Onondaga, Cayuga, and Seneca tribes inhabiting the lands in what is now Upstate New York along the shores of Lake Ontario east to Lake Champlain and Lake George on the Hudson river, and the lower-estuary of the Saint Lawrence River. The Iroquois Confederation led by the Mohawks mobilized against the largely Algonquian-speaking tribes and Iroquoian-speaking Huron and related tribes of the Great Lakes region. The Iroquois were supplied with arms by their Dutch and English trading partners; the Algonquians and Hurons were backed by the French, their chief trading partner.
The Iroquois effectively destroyed several large tribal confederacies, including the Mohicans, Huron (Wyandot), Neutral, Erie, Susquehannock (Conestoga), and northern Algonquins, with the extreme brutality and exterminatory nature of the mode of warfare practised by the Iroquois causing some historians to label these wars as acts of genocide committed by the Iroquois Confederacy. They became dominant in the region and enlarged their territory, realigning the American tribal geography. The Iroquois gained control of the New England frontier and Ohio River valley lands as hunting ground from about 1670 onward.
Both Algonquian and Iroquoian societies were greatly disrupted by these wars. The conflict subsided when the Iroquois lost their Dutch allies in the colony of New Netherland after the English took it over in 1664, along with Fort Amsterdam and the town of New Amsterdam on the island of Manhattan. The French then attempted to gain the Iroquois as an ally against the English, but the Iroquois refused to break their alliance, and frequently fought against the French in the 18th century. The Anglo-Iroquois alliance would reach its zenith during the French and Indian War of 1754, which saw the French being largely expelled from North America.
The wars and subsequent commercial trapping of beavers was devastating to the local beaver population. Trapping continued to spread across North America, extirpating or severely reducing populations across the continent. The natural ecosystems that came to rely on the beavers for dams, water and other vital needs were also devastated leading to ecological destruction, environmental change, and drought in certain areas. Beaver populations in North America would take centuries to recover in some areas, while others would never recover.
Background
French explorer Jacques Cartier in the 1540s made the first written records of the Indians in America, although French explorers and fishermen had traded in the region near the mouth of the Saint Lawrence River estuary a decade before then for valuable furs. Cartier wrote of encounters with the St. Lawrence Iroquoians, also known as the Stadaconan or Laurentian people who occupied several fortified villages, including Stadacona and Hochelaga. He recorded an on-going war between the Stadaconans and another tribe known as the Toudaman.
Wars and politics in Europe distracted French efforts at colonization in the St. Lawrence Valley until the beginning of the 17th century, when they founded Quebec in 1608. When the French returned to the area, they found both sites abandoned by the Stadacona and Hochelaga and completely destroyed, and they found no inhabitants in this part of the upper river valley—although the Iroquois and the Huron used it as hunting ground. The causes remain unclear, although some anthropologists and historians have suggested that the Mohawk Nation of the Iroquois Confederacy destroyed or drove out the St. Lawrence Iroquoians.
Before 1603, Champlain had formed an alliance against the Iroquois, as he decided that the French would not trade firearms to them. The northern Indigenous provided the French with valuable furs, and the Iroquois interfered with that trade. The first battle with the Iroquois in 1609 was fought at Champlain's initiative. Champlain wrote, "I had come with no other intention than to make war". He and his Huron and Algonkin allies fought a pitched battle against the Mohawks on the shores of Lake Champlain. Champlain single-handedly killed two chiefs with his arquebus despite the war chiefs' "arrowproof body armor made of plaited sticks", after which the Mohawk withdrew in disarray.
In 1610, Champlain and his French companions helped the Algonquins and the Hurons defeat a large Iroquois raiding party. In 1615, he joined a Huron raiding party and took part in a siege on an Iroquois town, probably among the Onondaga south of Lake Ontario in New York. The attack ultimately failed, and Champlain was injured.
Dutch competition
In 1610–1614, the Dutch established a series of seasonal trading posts on the Hudson and Delaware rivers, including one on Castle Island at the eastern edge of Mohawk territory near Albany. This gave the Iroquois direct access to European markets via the Mohawks. The Dutch trading efforts and eventual colonies in New Jersey and Delaware soon also established trade with the coastal Delaware tribe (Lenape) and the more southerly Susquehannock tribe. The Dutch founded Fort Nassau in 1614 and its 1624 replacement Fort Orange (both at Albany) which removed the Iroquois' need to rely on the French and their allied tribes or to travel through southern tribal territories to reach European traders. The Dutch supplied the Mohawks and other Iroquois with guns. In addition, the new post offered valuable tools that the Iroquois could receive in exchange for animal pelts. they began large-scale hunting for furs to satisfy demand among their peoples for new products.
At this time, conflict began to grow between the Iroquois Confederacy and the tribes supported by the French. The Iroquois inhabited the region of New York south of Lake Ontario and west of the Hudson River. Their lands were surrounded on all sides but the south by Algonquian-speaking tribes, all traditional enemies, including the Shawnee to the west in the Ohio Country, the Neutral Nation and Huron confederacies on the western shore of Lake Ontario and southern shore of Lake Huron to the west, and the Susquehannock to their south. These tribes were historically competitive with and sometimes enemies of the Iroquois, who had Five Nations in their confederacy.
Beaver Wars begin
In 1628, the Mohawks defeated the Mohicans, pushing them east of the Hudson River and establishing a monopoly of trade with the Dutch at Fort Orange, New Netherland. The Susquehannocks were also well armed by Dutch traders, and they effectively reduced the strength of the Delawares and managed to win a protracted war with Maryland colonists. By the 1630s, the Iroquois had become fully armed with European weaponry through their trade with the Dutch.
The Iroquois relied on the trade for firearms and other highly valued European goods for their livelihood and survival. They used their growing expertise with the arquebus to good effect in their continuing wars with the Algonquins and Hurons, and other traditional enemies. The French, meanwhile, outlawed the trading of firearms to their Indian allies, though they occasionally gave arquebuses as gifts to individuals who converted to Christianity. The Iroquois attacked their traditional enemies the Algonquins, Mahicans, Montagnais, and Hurons, and the alliance of these tribes with the French quickly brought the Iroquois into conflict directly with them.
The expansion of the fur trade with Europe brought a decline in the beaver population in the region, and the animal had largely disappeared from the Hudson Valley by 1640. American Heritage Magazine notes that the growing scarcity of the beaver in the lands controlled by the Iroquois in the middle 17th century accelerated the wars. The center of the fur trade shifted north to the colder regions of southern Ontario, an area controlled by the Neutral and Huron tribes who were close trading partners with the French.
Course of war
With the decline of the beaver population, the Iroquois began to conquer their smaller neighbors. They attacked the Wenro in 1638 and took all of their territory, and survivors fled to the Hurons for refuge. The Wenro had served as a buffer between the Iroquois and the Neutral tribe and their Erie allies. The Neutral and Erie tribes were considerably larger and more powerful than the Iroquois, so the Iroquois turned their attention to the north and the Dutch encouraged them in this strategy. At that time, the Dutch were the Iroquois' primary European trading partners, with their goods passing through Dutch trading posts down the Hudson River. As the Iroquois' sources of furs declined, however, so did the income of the trading posts.
In 1641, the Mohawks traveled to Trois-Rivières in New France to propose peace with the French and their allied tribes, and they asked the French to set up a trading post in Iroquoia. Governor Montmagny rejected this proposal because it would imply abandonment of their Huron allies.
In the early 1640s, the war began in earnest with Iroquois attacks on frontier Huron villages along the St. Lawrence River in order to disrupt the trade with the French. In 1645, the French called the tribes together to negotiate a treaty to end the conflict, and Iroquois leaders Deganaweida and Koiseaton traveled to New France to take part in the negotiations. The French agreed to most of the Iroquois demands, granting them trading rights in New France. The next summer, a fleet of 80 canoes traveled through Iroquois territory carrying a large harvest of furs to be sold in New France. When they arrived, however, the French refused to purchase the furs and told the Iroquois to sell them to the Hurons, who would act as a middleman. The Iroquois were outraged and resumed the war.
The French decided to become directly involved in the conflict. The Huron and the Iroquois had an estimated 25,000 to 30,000 members each. The Hurons and Susquehannocks formed an alliance to counter Iroquois aggression in 1647, and their warriors greatly outnumbered those of the Iroquois. The Hurons tried to break the Iroquois Confederacy by negotiating a separate peace with the Onondaga and Cayuga tribes, but the other tribes intercepted their messengers and ended the negotiations. During the summer of 1647, there were several small skirmishes between the tribes, but a more significant battle occurred in 1648 when the two Algonquin tribes passed a fur convoy through an Iroquois blockade. They succeeded and inflicted high casualties on the Iroquois. In the early 1650s, the Iroquois began attacking the French themselves, although some of the Iroquois tribes had peaceful relations with them, notably the Oneida and Onondaga tribes. They were under control of the Mohawks, however, who were the strongest tribe in the Confederation and had animosity towards the French presence. After a failed peace treaty negotiated by Chief Canaqueese, Iroquois moved north into New France along Lake Champlain and the Richelieu River, attacking and blockading Montreal. By 1650, they controlled the area from the Virginia Colony in the south up to the St. Lawrence. In the west, the Iroquois had driven the Algonquin-speaking Shawnee out of the Ohio Country and seized control of the Illinois Country as far west as the Mississippi River. In January 1666, the French invaded the Iroquois and took Chief Canaqueese prisoner. In September, they proceeded down the Richelieu but were unable to find an Iroquois army, so they burned their crops and homes. Many Iroquois died from starvation in the following winter. During the following years, the Iroquois strengthened their confederacy to work more closely and create an effective central leadership, and the five tribes ceased fighting among themselves by the 1660s. They also easily coordinated military and economic plans, and they increased their power as a result.
Indian raids were not constant, but they terrified the inhabitants of New France, and some of the heroes of French-Canadian folklore are individuals who stood up to such attacks. Dollard des Ormeaux, for example, died in May 1660 while resisting an Iroquois raiding force at the Battle of Long Sault, the confluence of the St. Lawrence and the Ottawa Rivers, but saved Montreal by his actions. In 1692, 14-year-old Marie-Madeleine Jarret successfully frustrated an Iroquois attack on Fort Verchères.
Defeat of the Huron
In 1648, the Dutch authorized selling guns directly to the Mohawks rather than through traders, and promptly sold 400 to the Iroquois. The Confederacy sent 1,000 newly armed warriors through the woods to Huron territory with the onset of winter, and they launched a devastating attack into the heart of Huron territory, destroying several key villages, killing many warriors, and taking thousands of people captive for later adoption into the tribe. Among those killed were Jesuit missionaries Jean Brebeuf, Charles Garnier, and Gabriel Lallemant, each of whom is considered a martyr of the Roman Catholic Church. The surviving Hurons fled and were dispersed from their territory, some taking refuge with the Jesuits at Quebec, some assimilated and adopted by the Iroquois, others joined the Petun or Tobacco nation, another Iroquoian people to become the Wyandot. The Ottawa tribe temporarily halted Iroquois expansion further northwest, but the Iroquois controlled a fur-rich region and had no more tribes blocking them from the French settlements in Canada.
Diseases had taken their toll on the Iroquois and neighbors in the years preceding the war, however, and their populations had drastically declined. To replace lost warriors, they worked to integrate many of their captured enemies by adoption into their own tribes. They invited Jesuits into their territory to teach those who had converted to Christianity. The Jesuits also reached out to the Iroquois, many of whom converted to Roman Catholicism or intermingled its teachings with their own traditional beliefs.
Defeat of the Erie and Neutral
The Iroquois attacked the Neutrals in 1650, and they completely drove the tribe from traditional territory by the end of 1651, killing or assimilating thousands. The Neutrals had inhabited a territory ranging from the Niagara Peninsula westward to the Grand River valley.
In 1654, the Iroquois attacked the Erie tribe, but with less success. The war lasted for two years, and the Iroquois destroyed the Erie confederacy by 1656, whose members refused to flee to the west. The Erie territory was located on the southeastern shore of Lake Erie and was estimated to have 12,000 members in 1650. The Iroquois were greatly outnumbered by the tribes that they subdued, but they achieved their victories through the use of firearms purchased from the Dutch.
French counterattack
The Iroquois continued to control the countryside of New France, raiding to the edges of the walled settlements of Quebec and Montreal. In May 1660, an Iroquois force of 160 warriors attacked Montreal and captured 17 French colonists. The following year, 250 warriors attacked and took ten captives. In 1661 and 1662, the Iroquois made several raids against the Abenakis who were allied with the French. The French Crown ordered a change to the governing of Canada. They put together a small military force made up of Frenchmen, Hurons, and Algonquins to counter the Iroquois raids, but the Iroquois attacked them when they ventured into the countryside. Only 29 of the French survived and escaped; five were captured and tortured to death by the Iroquois. Despite their victory, the Iroquois also suffered a significant number of casualties, and their leaders began to consider negotiating for peace with the French.
The tide of war began to turn in the mid-1660s with the arrival of the Carignan-Salières Regiment, a small contingent of regular troops from France and the first group of uniformed professional soldiers in Canada. A change in administration led the New France government to authorize direct sale of arms and other military support to their Indian allies. In 1664, the Dutch allies of the Iroquois lost control of their colony of New Netherland to the English. In the immediate years after the Dutch defeat, European support waned for the Iroquois.
In January 1666, the French invaded the Iroquois homeland in New York. The first invasion force of 400 to 500 men was led by Daniel de Rémy de Courcelle. His men were greatly outnumbered by the Iroquois and were forced to withdraw before any significant action could take place, but they took Chief Canaqueese prisoner.
The second invasion force was led by Alexandre de Prouville, the "Marquis de Tracy" and viceroy of New France, from his base in Quebec City. The invasion force of about 1,300 men moved out in the fall of 1666. They found the Mohawk villages deserted, so they destroyed the villages and their crops. Prouville de Tracy seized all the Mohawk lands in the name of the king of France and forced the Mohawks to accept the Roman Catholic faith and to adopt the French language, as taught by Jesuit missionaries. The Iroquois sued for peace and France agreed.
Peace with France and Iroquois expansion
Once peace was achieved with the French, the Iroquois returned to their westward conquest in their continued attempt to take control of all the land between the Algonquins and the French. Eastern tribes such as the Lakotas were pushed across the Mississippi onto the Great Plains in the early 18th century, where they adopted the horse culture and nomadic lifestyle for which they later became known. Other refugees flooded the Great Lakes area, resulting in a conflict with existing tribes in the region. In the Ohio Country, the Shawnee and Miami tribes were dominant. The Iroquois quickly overran Shawnee holdings in central Ohio, forcing them to flee into Miami territory. The Miamis were a powerful tribe and brought together a confederacy of their neighboring allies, including the Pottawatomie and the Illini confederation who inhabited Michigan and Illinois. The majority of the fighting was between the Anishinaabeg Confederacy and the Iroquois Confederacy.
The Iroquois improved on their warfare as they continued to attack even farther from their home. War parties often traveled by canoes at night, and they would sink their canoes and fill them with rocks to hold them on the river bottom. They would then move through the woods to a target and burst from the wood to cause the greatest panic. After the attack, they returned to their boats and left before any significant resistance could be put together. The lack of firearms caused the Algonquin tribes the greatest disadvantage. Despite their larger numbers, they were not centralized enough to mount a united defense and were unable to withstand the Iroquois. Several tribes ultimately moved west beyond the Mississippi River, leaving much of the Ohio Valley, southern Michigan, and southern Ontario depopulated. Several Anishinaabe forces numbering in the thousands remained to the north of Lakes Huron and Superior, and they were later decisive in rolling back the Iroquois advance. From west of the Mississippi, displaced groups continued to arm war parties and attempt to retake their land.
Beginning in the 1670s, the French began to explore and settle the Ohio and Illinois Country from the Mississippi and Ohio rivers, and they established the post of Tassinong to trade with the western tribes. The Iroquois destroyed it to retain control of the fur trade with the Europeans. The Iroquois also drove the Mannahoac tribe out of the northern Virginia Piedmont region in 1670, and they claimed the land by right of conquest as a hunting ground. The English acknowledged this claim in 1674 and again in 1684, but they acquired the land from the Iroquois by a 1722 treaty.
During a raid into the Illinois Country in 1689, the Iroquois captured numerous prisoners and destroyed a sizable Miami settlement. The Miami asked for aid from others in the Anishinaabeg Confederacy, and a large force gathered to track down the Iroquois. Using their new firearms, the Confederacy laid an ambush near South Bend, Indiana, and they attacked and destroyed most of the Iroquois party, and a large part of the region was left depopulated. The Iroquois were unable to establish a permanent presence, as their tribe was unable to colonize the large area, and the Iroquois' brief control over the region was lost. Many of the former inhabitants of the territory began to return.
Defeat of the Susquehannocks
With the tribes destroyed to the north and west, the Iroquois turned their attention southward to the Susquehannocks. They attained the peak of their influence in 1660, and they were able to use that to their advantage in the following decades. The Susquehannocks had become allied with the colony of Maryland in 1661, as the colonists had grown fearful of the Iroquois and hoped that an alliance would help block the northern tribes' advance on the colonies. In 1663, the Iroquois sent 800 warriors into the Susquehannock territory. The Susquehannocks repulsed them, but the unprovoked attack prompted the colony of Maryland to declare war on the Iroquois.
By supplying Susquehannock forts with artillery, the Maryland colonists turned the tables on the Iroquois. The Susquehannocks took the upper hand and began to invade Iroquois territory, where they caused significant damage. This warfare continued intermittently for 11 years. In 1674, the Maryland colonists changed their Indian policy, negotiated peace with the Iroquois, and terminated their alliance with the Susquehannocks. In 1675, the militias of Virginia and Maryland captured and executed the Susquehannock chiefs, whose growing power they feared. The Iroquois drove the warriors from traditional territory and absorbed the survivors in 1677.
Resumption of war with France
English settlers began to move into the former Dutch territory of upper New York State, and the colonists began to form close ties with the Iroquois as an alliance in the face of French colonial expansion. They began to supply the Iroquois with firearms as the Dutch had. At the same time, New France's governor Louis de Buade tried to revive the western fur trade. His efforts competed with those of the Iroquois to control the traffic and they started attacking the French again. The war lasted ten years.
In 1681, René-Robert Cavelier, Sieur de La Salle, negotiated a treaty with the Miami and Illinois tribes. France lifted the ban on the sale of firearms to the Indians, and colonists quickly armed the Algonquin tribes, evening the odds between the Iroquois and their enemies.
With the renewal of hostilities, the militia of New France was strengthened after 1683 by a small force of regular French navy troops in the Compagnies Franches de la Marine, who constituted the longest serving unit of French regular troops in New France. In June 1687, Governor Denonville and Pierre de Troyes set out with a well organized force to Fort Frontenac, where they met with the 50 sachems of the Iroquois Confederacy from their Onondaga council. These 50 chiefs constituted the top leaders of the Iroquois, and Denonville captured them and shipped them to Marseilles, France to be galley slaves. He then travelled down the shore of Lake Ontario and built Fort Denonville at the site where the Niagara River meets Lake Ontario. This site was previously used by La Salle for Fort Conti from 1678 to 1679, and was later used for Fort Niagara which still exists. The Iroquois retaliated by destroying farmsteads and slaughtering entire families. They burned Lachine to the ground on August 4, 1689. Frontenac replaced Denonville as governor for the next nine years (1689–1698), and he recognized the danger created by the imprisonment of the sachems. He located the 13 surviving leaders and returned with them to New France in October 1698.
During King William's War (1688–1697), the French formed raiding parties with Indian allies to attack English settlements, (as the English had allied themselves with the Iroquois against the French) perpetrating the Schenectady massacre in the colony of New York, the Raid on Salmon Falls in New Hampshire, and the Battle of Fort Loyal in Portland, Maine. The French and their allies killed settlers in the raids and kidnapped some and took them back to Canada. Settlers in New England raised money to redeem the captives, but some were adopted into the tribes. The French government generally did not intervene when the Indians kept the captives. Throughout the 1690s, the French and their allies also continued to raid deep into Iroquois territory, destroying Mohawk villages in 1692 and raiding Seneca, Oneida, and Onondaga villages. The English and Iroquois banded together for operations aimed against the French, but these were largely ineffective. The most successful incursion resulted in the 1691 Battle of La Prairie. The French offensive was not halted by the 1697 Treaty of Ryswick that brought peace between France and England, ending English participation in that conflict.
Peace
The Iroquois eventually began to see the emerging Thirteen Colonies as a greater threat than the French in 1698. The colony of Pennsylvania was founded in 1681, and the continued growth there began to encroach on the southern border of the Iroquois. The French policy began to change towards the Iroquois after nearly fifty years of warfare, and they decided that befriending them would be the easiest way to ensure their monopoly on the northern fur trade. The Thirteen Colonies heard of the treaty and immediately set about to prevent it from being agreed upon. These conflicts would result in the loss of Albany's fur trade with the Iroquois and, without their protection, the northern flank of the Thirteen Colonies would be open to French attack. Nevertheless, the French and Indians signed the treaty.
The French and 39 Indian chiefs signed the Great Peace of Montreal in 1701. The Iroquois agreed to stop marauding and to allow refugees from the Great Lakes to return east. The Shawnee eventually regained control of the Ohio Country and the lower Allegheny River. The Miami tribe returned to take control of Indiana and northwest Ohio. The Pottawatomie went to Michigan, and the Illinois tribe to Illinois. The peace lasted into the 1720s.
Aftermath
In 1768, several of the Thirteen Colonies purchased the "Iroquois claim" to the Ohio and Illinois Country and created the Indiana Land Company to hold the claim to all of the Northwest. It maintained a claim to the region using the Iroquois right of conquest until the company was dissolved in 1798 by the United States Supreme Court.
Many of the Iroquois people allied with the British during the American Revolutionary War, particularly warriors from the Mohawk, Cayuga, Onondaga and Seneca nations. These nations had longstanding trade relations with the British and hoped they might stop American encroachment on their lands. After the Americans emerged triumphant, the British parliament agreed to cede control over much of its territory in North America to the newly formed United States and worked to resettle American loyalists in Canada and provide some compensation for lands the Loyalists and Native Americans had lost to the United States. Mohawk Chief Joseph Brant led a large group of Iroquois out of New York to what became the reserve of the Six Nations of the Grand River in Ontario. The new lands granted to Six Nations reserves were all near Canadian military outposts and placed along the border to prevent any American incursions.
The coalition of Native American tribes, known as the Western Confederacy, was forced to cede extensive territory, including much of present-day Ohio, in the Treaty of Greenville in 1795.
See also
American Indian wars
Colonial American military history
Fox Wars
Military history of Canada
Military history of the Mi'kmaq people
Military of New France
Notes
Sources
External links
Timeline of the Iroquois Wars (1533–1650)
17th-century conflicts
New France
Colonial United States (French)
Military history of Canada
Military history of the Great Lakes
Military history of the Thirteen Colonies
Wars involving the indigenous peoples of North America
Genocide of indigenous peoples
Genocides in North America
Fur trade
History of the Midwestern United States
Native American history of Michigan
Native American history of Minnesota
Native American history of New York (state)
Native American history of Ohio
Native American history of Pennsylvania
First Nations history in Ontario
First Nations history in Quebec
Iroquois
17th century in North America
Algonquian peoples
Wyandot
Shawnee history
Innu
Abenaki
Wabanaki Confederacy
New Netherland
Beavers
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384163
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https://en.wikipedia.org/wiki/Welcome%20Back%2C%20Kotter
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Welcome Back, Kotter
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Welcome Back, Kotter is an American sitcom starring Gabe Kaplan as a high-school teacher in charge of a racially and ethnically diverse remedial education class called the "Sweathogs." Recorded in front of a live studio audience, the series aired on ABC from September 9, 1975, through May 17, 1979. It provided John Travolta with his breakthrough role.
Premise
The show stars stand-up comedian and actor Gabriel "Gabe" Kaplan as the main character, Gabe Kotter, a wise-cracking teacher who returns to his alma mater, James Buchanan High School in Bensonhurst, Brooklyn, New York, ten years after graduating to teach a remedial class of loafers known as the Sweathogs. The rigid vice principal, Michael Woodman (John Sylvester White), who was formerly Kotter's social studies teacher himself, dismisses the Sweathogs as witless hoodlums and only expects Kotter to contain them until they drop out or get expelled or arrested. As a former remedial student and a founding member of the original class of Sweathogs, Kotter befriends the current class and stimulates their potential. Kotter quickly forms a rapport with his students and they begin visiting his Bensonhurst apartment, sometimes via the fire escape window, much to the chagrin of his wife Julie (Marcia Strassman).
The fictional James Buchanan High is based on the Brooklyn high school that Kaplan attended in real life, New Utrecht High School, which is also shown in the opening credits. Many of the show's characters were also based on people Kaplan knew during his teen years as a remedial student, several of whom were described in one of Kaplan's stand-up comic routines entitled "Holes and Mellow Rolls". "Vinnie Barbarino" was inspired by Eddie Lecarri and Ray Barbarino; "Freddie 'Boom Boom' Washington" was inspired by Freddie "Furdy" Peyton; "Juan Epstein" was partially inspired by Epstein "The Animal"; and "Arnold Horshack" was inspired by someone of the same name.
Characters
Gabe Kotter
Played by Gabe Kaplan
Gabe Kotter is a flippant but well-meaning teacher who returns to his alma mater, James Buchanan High, to teach a group of remedial students known as the Sweathogs. Kotter has a unique insight of the potential of these purportedly "unteachable" pupils, as well as the difficulties and scrutiny they encounter on a daily basis, as he was a "founder member" of the original Sweathogs (educational, social, and emotional). On his first day on the job, he launches into a Groucho Marx impersonation. Kotter is married to Julie throughout the series; they eventually have twin girls, Robin and Rachel. It is confirmed by Julie in the episode "Follow the Leader (part 1)" that Gabe is Jewish. During season four, Kaplan had contract issues with the executive producer, which resulted in Kotter's character appearing in only a handful of episodes. In season four, the invisible principal John Lazarus retires, and Kotter becomes the vice-principal. Though he is said to maintain some social studies training duties, most of that season's shows are filmed outside his classroom (#11) or, if in Room 11, Mr. Woodman is teaching. To minimize Kotter's absence, scenes were shot in either the school's hallway, the schoolyard, or the principal's waiting area. Season four ended the series.
Julie Kotter
Played by Marcia Strassman
Julie Kotter is Gabe's wife and closest friend. Though she has a sense of humor, she often wishes Gabe would take matters more seriously. She is occasionally upset with the amount of time her husband spends with his students, and she is troubled that he allows them to visit their apartment regularly; in the two-part story arc "Follow the Leader", the Sweathogs' constant intrusions lead Julie to separate briefly from Gabe and even seriously consider divorce. Originally from Nebraska, with a college degree in anthropology, Julie eventually becomes a secretary at Buchanan, and later a substitute teacher after Gabe's promotion to vice-principal. She makes several references to her "world famous tuna casserole", a common meal at the Kotter dinner table, which Gabe and the Sweathogs deem inedible.
Michael Woodman
Played by John Sylvester White
Michael Woodman is the curmudgeonly vice-principal (and later principal) of Buchanan High. He makes no secret of his dislike for the Sweathogs, whom he considers the bottom of the social stratum at his school. He refers to non-Sweathogs as "real" students. When Kotter was a student at Buchanan, Woodman taught social studies, the same class Kotter returns to teach at Buchanan. His old age, and sometimes his diminutive height, are common jokes with the Sweathogs. Woodman opposes Kotter's unorthodox teaching methods, and at one point even puts Kotter in front of the school's review board in an unsuccessful attempt to have him fired. As the series progresses, Woodman begins to tolerate them marginally. In the season one episode "No More Mr. Nice Guy", Woodman is shown to be a gifted teacher, willing to wear historic costumes and role-play in front of the class during his lessons.
Vincent "Vinnie" Barbarino
Played by John Travolta
Vinnie Barbarino is a cocky Italian-American, the "unofficial official" leader and resident heartthrob of the Sweathogs. He has a need to be the center of attention, as seen when he admits to making it rain in the school gymnasium. In the two-episode "Follow the Leader", Barbarino quits the Sweathogs and drops out of school in anger when Freddy Washington is chosen as the "leader" of the group, though he returns as leader at the finish of the story. Barbarino's prowess with women is sometimes a source of envy and more often, amusement among his classmates. On occasion, he breaks out in a song about his last name sung to the tune of "Barbara Ann". He was the first of the Sweathogs to move out on his own, when he got a job as a hospital orderly. In the first episode of the series' fourth season, he has a girlfriend, Sally. Vinnie is Catholic (often describing his mother as a saint), and, as shown in "I'm Having Their Baby", is a Star Trek fan. Little is known about Vinnie's home life, other than that his parents argue a lot ("Follow the Leader (Part 2)") and take turns beating him when in a mutual rage. His mother's name is Margie ("The Great Debate"), whom he describes in the pilot episode as “holy” and he shares a bed with his brother. The episode "Don't Come Up And See Me Sometime" implies that Vinnie is the older of the two. The character is seen less frequently in season 4, appearing in only 10 of the first 15 episodes of the season, before leaving the series entirely.
Arnold Dingfelder Horshack
Played by Ron Palillo
The class clown of the Sweathogs, Arnold Horshack, is completely comfortable with his oddball, if naïve, personality. Horshack was known for his unique observations and his wheezing laugh, similar to that of a hyena. (Palillo revealed on a 1995 episode of The Jenny Jones Show that it originated from the way his father breathed during the last two weeks of his life as he lay dying from lung cancer.) It is possible that academically he is the smartest Sweathog. He is the only central Sweathog character to be promoted out of a remedial academics class, but he soon returns after feeling out of place. He has an affection for acting and enjoys old movies, particularly 1930s musicals. He eventually marries Mary Johnson, a co-worker and fellow Sweathog. Although his surname sounds like a term for a brothel, he claims it is a "very old and respected name" meaning "the cattle are dying." His middle name (and his mother's maiden name) is "Dingfelder".
Freddie Percy "Boom Boom" Washington
Played by Lawrence Hilton-Jacobs
Freddie Washington is the hip black student known as the athletic Sweathog for his skills on the basketball court (although in the episode "Basket Case", Mr. Kotter almost beats Freddie in a one-on-one game). Washington claimed his nickname came from his habit of "pretending to play the bass" and singing "Boom-boom-boom-boom!". His trademark phrase is, "Hi, there" (spoken with a deep voice and a broad smile) and he calls Mr. Kotter "Mister Kot-TAIR". Though often the voice of reason among his classmates, Washington nonetheless is a willing participant in the Sweathogs' various antics and pranks. Freddie also finds success as a radio disc jockey along with another former Sweathog, Wally "The Wow" Wexler (played by George Carlin). At one point, Washington challenges Barbarino for leadership of the Sweathogs and even replaces him for a time until the group grows tired of his dictatorial style.
Washington has an older sister, who got divorced twice while living in Vermont ("The Longest Weekend"), and a brother, Leroy. In "The Great Debate", it is revealed that he has another brother, Douglas, and that his father's name is Lincoln, portrayed by R&B singer Carlton "King" Coleman. Kotter uses his own past to bond with Freddie, because, in addition to being a former Sweathog he was also a former star of Buchanan's basketball team.
Juan Luis Pedro Felipo de Huevos Epstein
Played by Robert Hegyes
Epstein is a fiercely proud Puerto Rican Jew. When asked if his mother was Puerto Rican, Juan replies that his mother's maiden name was Bibbermann and that his grandfather "saw Puerto Rico from the ship as he was making his way to America and decided to settle there instead of Miami", making him one of the earliest Puerto Rican Jews. Juan is thus Puerto Rican on his father's side and Jewish on both parents' sides.
He is one of the toughest students at Buchanan High, despite his short stature. He normally walks with a tough-man strut and was voted "Most Likely to Take a Life" by his peers. In the season one episode "One of Our Sweathogs Is Missing", Epstein was said to be the sixth of ten children (when speaking on the phone to his mother, who had failed to notice that he had been missing for three days, she apparently failed to recognize his name and he had to further identify himself as "Number Six"), although he later mentions, in "I'm Having Their Baby", that his mother only gave birth eight times, implying two of them were twin births. Only four of his siblings are mentioned by name: his brothers Pedro, Irving, and Sanchez ("One of Our Sweathogs Is Missing"), establishing that some of his siblings had Jewish names and others Puerto Rican names, and a younger sister, Carmen ("A Love Story"). Epstein's toughness was downplayed later on, and he became more of a wiseguy. He was also known to have a "buddy" relationship with Principal Lazarus, as he often referred to him by his first name, Jack. On a few occasions, when Kotter did his Groucho Marx impersonation, Epstein would jump in and impersonate Chico Marx or Harpo Marx. Epstein's diminutive height, large hair, and fake excuse notes (always signed "Epstein's Mother") were running gags.
Recurring characters
Rosalie "Hotsie" Totsie
Played by Debralee Scott
Rosie Totsie is the femme fatale purported to have put the "sweat" in Sweathog, though her reputation is largely exaggerated by the Sweathogs' word of mouth. Her promiscuity is at least in part a reaction to the strict discipline enforced by her father, the Reverend Totsie. To restore her good name, and to prove a point, she fabricates a story about one of the Sweathogs getting her pregnant. The character was a favorite among male viewers but was phased out of the series at the end of the first season when Scott was picked to co-star in the syndicated Norman Lear comedy Mary Hartman, Mary Hartman. She reprised the role in a 1978 episode, "The Return of Hotsie Totsie", in which it was revealed that she dropped out of school because she became pregnant and had to become a stripper to support her infant child.
Judy Borden
Played by Helaine Lembeck
A recurring non-Sweathog character in the earlier seasons, Borden is a straight-A student and editor of the Buchanan Bugle, the school newspaper. She was Barbarino's tutor, and even dated him at one time. Despite her academic superiority, she can easily hold her own in a Dozens contest against any Sweathog.
Beauregarde "Beau" De LaBarre
Played by Stephen Shortridge
Introduced as a regular character in the fourth and final season, Beau is a handsome, friendly, blond, silver-tongued southerner who transfers from New Orleans after being kicked out of several other schools. He ends up in Kotter's class. The producers sought a heartthrob who was not a direct knock-off of the "Italian Stallion" trend that was permeating Hollywood in the mid-1970s, and who would improve ratings in the South, where the show's New York setting was seen as unrelatable. They wanted to retain female viewers but avoid a Travolta clone. Beau's first reaction to the term "Sweathog" was "That sounds gross." He seems to have a way with women, as shown in later episodes. One of his running jokes involves imparting esoteric and nonsensical sayings, such as "a real man never steps on a pregnant alligator".
Other recurring characters
Vernee Watson as Verna Jean Williams, Freddie's girlfriend.
Susan Lanier as Bambi, a female addition to the Sweathogs.
Charles Fleischer as Carvelli, introduced as a student foil to the Sweathogs in Season 2.
Bob Harcum as Murray, Carvelli's loyal, and extremely dim, sidekick.
Dennis Bowen as Todd Ludlow, a nerdy academic high achiever.
Irene Arranga as Mary Johnson, later became Arnold Horshack's wife.
Melonie Haller as Angie Grabowski, introduced in Season 3 as the only official female Sweathog, but was gone by the end of the season.
Show history
Welcome Back, Kotters first season was controversial. In Boston, the local ABC affiliate (WCVB-TV) initially refused to air the show. The city was going through a tumultuous school busing program that involved widespread protests and riots, and the local affiliate felt Kotter's fictional integrated classroom would exacerbate the situation. The show became an early ratings success, however, and the affiliate relented, picking it up from its fifth episode.
Teachers in other cities had concerns about how Kotter would be portrayed, so producers allowed a union representative on the set to ensure the show protected the image of those in the profession. Kaplan opposed the idea, at one point asking a reporter if there was a junkman on the set of Sanford and Son to protect the reputation of junkmen.
Censor concerns about depiction of juvenile delinquency faded after the Sweathogs' antics proved to be silly rather than criminal. Like Kaplan, Hegyes was a fan of the Marx Brothers. Hegyes claimed that he suggested that the Sweathogs be modeled after the Marx Brothers in order to reduce tension.
Ratings slipped greatly in the third season. Kaplan later attributed the decline to the age of the actors playing the Sweathogs, all then in their mid- to late-twenties, claiming that they were no longer believable as high school students. As the series entered its fourth and final season, Travolta, the youngest Sweathog, was 25—while Palillo, the oldest, would turn 30 before season's end.
Kaplan's idea to bring the show in line with the age of its cast was to have Kotter join the faculty of a community college attended by the Sweathogs; however, this storyline never materialized. In order to increase viewership, the Kotters had twin girls, but this did not prove to be enough to regain the show's earlier momentum. The show introduced a female Sweathog, Angie Grabowski, played by Melonie Haller.
Major changes took place in the fourth and final season. Shortly before the season began, the series was moved from its successful Thursday 8:00 p.m. time slot to Monday 8:00 p.m. to make way for the impending hit series Mork & Mindy. Much of the writing staff turned over after season 3, and Travolta, who had already starred in box office hits such as Grease, Saturday Night Fever, and Carrie, began to focus more time on his film career. He appeared in ten episodes, earning $2,000 for each one, and he was billed as a "special guest star". Vinnie got a job as a hospital orderly and his own apartment and the Murphy Bed that came up and down at inopportune times became a running gag. Mr. Woodman was promoted to Principal of the school (Principal Lazarus quit to take a "less stressful" job at a high-security prison), and Kotter was promoted to Vice-Principal, purposely moving the show's focus away from Kotter's class. Major off-screen disputes led Kaplan to break his contract and reduce his appearances. To help fill the voids, Stephen Shortridge joined the cast as smooth-talking Southerner Beau De LaBarre, and Kotter's wife, Julie, became a school secretary and occasional fill-in teacher, despite having one-year-old twin daughters. Also in season 4, Della Reese was introduced as English teacher and Buchanan High talent show coordinator Mrs. Jean Tremaine.
Knowing the series was in a nosedive, producer James Komack attempted to spin-off a newly married Arnold Horshack into a new sitcom (see section below).
Popularity
The show enjoyed ratings success during its first two seasons, spawning a host of merchandising tie-ins, including lunchboxes, dolls, trading cards, comic books, novels, and even a board game, advertised as "The 'Up Your Nose With A Rubber Hose' Game" in a commercial with a class full of Sweathog look-alikes featuring Steve Guttenberg as Barbarino and Thomas Carter as Boom Boom Washington. The Sweathogs — or at least an impressionist's version of them — even made a crossover appearance with characters from the Happy Days universe on one track (the disco-themed "Fonzarelli Slide") of a 1976 TV-promoted oldies compilation album.
In 2010, the cast, including Gabe Kaplan, Marcia Strassman, John Travolta, Robert Hegyes, Lawrence Hilton-Jacobs, and Ellen Travolta were honored at the TV Land Award ceremonies. Co-star Ron Palillo was not in attendance, nor were fellow co-stars John Sylvester White (who died in 1988) and Debralee Scott (who died in 2005).
Theme song
The popular theme song, "Welcome Back", written and recorded by John Sebastian, former front-man for the Lovin' Spoonful, became a No. 1 hit in the spring of 1976. The show was originally going to be called Kotter, but that was changed because of the theme song lyrics. Sebastian has said he tried to find a more general theme for the song after being unable to find any reasonable rhymes for Kotter.
Merchandising
Comic books
DC Comics published ten issues of a Welcome Back, Kotter comic book starting in 1976. Following its cancellation in 1979, a Limited Collectors' Edition was issued, incorporating a four-page "On the Set" section and photographs from the show.
Novels
A series of novels based on characters and dialog of the series was written by William Johnston and published by Tempo Books in the 1970s.
Action figures
Mattel produced a series of 9-inch Welcome Back, Kotter action figures in 1977. Figures produced included Barbarino, Horshack, Epstein, Washington, and Mr. Kotter.
Episodes
Home media
Warner Home Video released a 6-episode Television Favorites collection on February 28, 2006. Due to the success of this release, Warner released the Complete first Season on DVD in Region 1 on June 12, 2007.
On May 7, 2014, it was announced that Shout! Factory had acquired the rights to the series. Ultimately, they released Welcome Back, Kotter: The Complete Series on DVD in Region 1 on August 26, 2014, and have since released the second, third, and fourth seasons as individual sets.
As of April 2023, the entire series is available to stream on Tubi.
Nominations
Kotter failed to receive any major awards, though it was nominated for an Emmy Award for Outstanding Comedy Series in 1976 after its first season; it lost to The Mary Tyler Moore Show. The series was also nominated for three technical Emmy Awards: Outstanding Achievement in Videotape Editing for a Series (to Editors Susan Jenkins and Manuel Martinez) in 1976, Outstanding Art Direction for a Comedy Series (to Art Directors Roy Christopher and James Shanahan) in 1978, and Outstanding Individual Achievement — Creative Technical Crafts (to Dick Wilson for sound effects) in 1979.
Guest stars
Several noteworthy performers enjoyed guest stints on Kotter either during or prior to their widespread fame. James Woods guest starred in the first episode of Season 1 ("The Great Debate") as Alex Welles, a drama teacher who leads the school debate team ("the Turkeys") in a competition against the Sweathogs. Pat Morita appears in the 1976 episode "Career Day" as Mr. Takahashi. Comedian George Carlin was featured, as was John Astin. Other guest stars included Scott Brady, Ellen Travolta, Richard Moll, Della Reese, and Dinah Manoff who would work with John Travolta again in Grease.
Groucho Marx was set to have a brief walk-on role in one episode. He arrived on-set, but was deemed to be too sick to appear. Pictures of Marx with the cast were taken, but not released. However, the photographs did appear on the Internet decades later.
Spin-offs
At least three spin-offs of Kotter were seriously considered, but only one ever became a series. The short-lived Mr. T and Tina starred Pat Morita as Taro Takahashi (Mr. T for short), a brilliant Japanese inventor whom he portrayed in one episode of Kotter. The show was not received well by critics and lasted for five episodes on ABC. There was also talk of developing a spin-off built around the Horshack character and his family, Rich Man, Poor Man; Horshack!, but it never went beyond the backdoor pilot stage, shown as an episode of Kotter. In the mid-1990s, Hegyes announced on The Jenny Jones Show that plans were in the works to create a spin-off featuring the Sweathogs, all grown up, minus Travolta's Barbarino, but the project never got off the ground and little information about it was ever made public.
Broadcast history and Nielsen ratings
International airing
In Germany, 23 episodes of Welcome Back, Kotter were shown dubbed, but under its original title – first from September 1979 until May 1980 by the ZDF, then again from April to July 1985 by Sat.1.
In the United Kingdom, 26 episodes were shown from December 1981 until July 1983 on ITV.
In Australia, the show was broadcast on The Seven Network from June 1976 and rated very well for the first two seasons.
In New Zealand, the show was screened on Television New Zealand's TV ONE. As in Australia, the first two seasons rated highly.
In Italy, the show was aired by the Italian TV second channel Rai 2 in the spring of 1980. Since at the time there were only two national TV networks, the rating was high. The show was dubbed, and the title was translated in Italian into I Ragazzi del Sabato sera (Saturday Night Guys), clearly aiming to build on the success of Saturday Night Fever by presenting the show as some sort of prequel.
In Greece, the show was screened on ANT1 in the summer of 1992, on a morning slot (07:30).
After the show
Kaplan welcomed back Hegyes and Jacobs on his short-lived 1981 sitcom Lewis & Clark. Their characters joked that Kaplan seemed familiar and, being a smart guy, "should become a teacher."
In 1997, Ron Palillo, Robert Hegyes, and Lawrence Hilton-Jacobs reprised their respective roles in a dream sequence in the Mr. Rhodes episode "The Welcome Back Show".
In 2012, both Ron Palillo and Robert Hegyes died. Other members of the cast who have died include Marcia Strassman in 2014, John Sylvester White in 1988, and Debralee Scott in 2005. , Gabe Kaplan, Lawrence Hilton-Jacobs and John Travolta are the only main actors still living.
In March 2016, the show aired on MeTV Sunday mornings at 8:00 a.m. and 8:30 a.m. Eastern Time. In September 2017, Antenna TV began airing the show weekdays at 6:30 p.m. and 1:30 a.m. Eastern.
See also
Head of the Class (1986–1991)
References
External links
1975 American television series debuts
1979 American television series endings
1970s American high school television series
1970s American sitcoms
1970s American workplace comedy television series
1976 comics debuts
Comics based on television series
DC Comics titles
American Broadcasting Company original programming
English-language television shows
Television series about Jews and Judaism
Television series by Warner Bros. Television Studios
Television series by The Wolper Organization
Television shows set in Brooklyn
American teen sitcoms
Television series about educators
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https://en.wikipedia.org/wiki/Military%20history%20of%20Canada
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Military history of Canada
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The military history of Canada comprises hundreds of years of armed actions in the territory encompassing modern Canada, and interventions by the Canadian military in conflicts and peacekeeping worldwide. For thousands of years, the area that would become Canada was the site of sporadic intertribal conflicts among Aboriginal peoples. Beginning in the 17th and 18th centuries, Canada was the site of four major colonial wars and two additional wars in Nova Scotia and Acadia between New France and British America; the conflicts spanned almost seventy years, as each allied with various First Nation groups.
In 1763, after the final colonial war—the Seven Years' War—the British emerged victorious, and the French civilians, whom the British hoped to assimilate, were declared "British subjects". After the passing of the Quebec Act in 1774, Canadians received their first charter of rights under the new regime, and the northern colonies chose not to join the American Revolution and remained loyal to the British crown. The Americans invaded in 1775 and from 1812 to 1814, although they were rebuffed on both occasions. However, the threat of US invasion remained well into the 19th century, partially facilitating Canadian Confederation in 1867.
After Confederation, and amid much controversy, a full-fledged Canadian military was created. Canada, however, remained a British dominion, and Canadian forces joined their British counterparts in the Second Boer War and the First World War. While independence followed the Statute of Westminster, Canada's links to Britain remained strong, and the British once again had the support of Canadians during the Second World War. Since then, Canada has been committed to multilateralism and has gone to war within large multinational coalitions such as in the Korean War, the Gulf War, the Kosovo War, and the Afghan war.
Warfare pre-contact
Warfare existed in all regions and waxed in intensity, frequency and decisiveness. Indigenous societies waged war for economic and political reasons that include asserting their tribal independence, gaining access to resources and territory, exacting tribute, and gaining control of a trade route. Conflicts also occurred for personal and tribal honour—revenge for perceived wrongs committed against oneself or one's tribe. Before European colonization, indigenous warfare tended to be formal and ritualistic and entailed few casualties. Bow and arrow was the primary weapon used by Indigenous peoples in pre-Columbian Canada, with a warrior's archery skill having been honed by the intertwined role they have as hunters. Knives, hatchets/tomahawks and warclubs were also used for hand-to-hand combat.
There is some evidence of much more violent warfare, even the complete genocide of some First Nations groups by others, such as the total displacement of the Dorset culture of Newfoundland by the Beothuk. As a result of conflict, several Algonquian and Iroquois societies lived in increasingly fortified villages made up of timber palisades at least in height and with multiple layers of defences by 1000 CE. Warfare was also common among indigenous peoples of the Subarctic with sufficient population density. Some Indigenous communities launched expeditions that travelled as far as . Inuit groups of the northern Arctic extremes generally did not engage in direct warfare, primarily because of their small populations, relying instead on traditional law to resolve conflicts.
Those captured in fights were not always killed; tribes often adopted captives to replace warriors lost during raids and battles, and captives were also used for prisoner exchanges. Slavery was practiced among the indigenous peoples of the Pacific Northwest Coast, including the Tlingit and Haida. Approximately a quarter of the Indigenous population on the pacific northwest coast were slaves. Slavery in some societies was hereditary, the slaves being prisoners of war and their descendants.
Before the French settlement of the St. Lawrence River valley, the local Iroquoian peoples were almost completely displaced, likely due to warfare with their neighbours the Algonquin. The Iroquois League was established before major European contact. Most archaeologists and anthropologists believe that the League was formed sometime between 1450 and 1600. These existing indigenous alliances became important to the colonial powers in the struggle for North American hegemony during the 17th and 18th centuries.
European contact
The first conflicts between Europeans and the indigenous peoples may have occurred around 1003 CE, when parties of Norsemen attempted to settle the northeastern coast of North America, like L'Anse aux Meadows. Although relations were initially peaceful, conflict between the Norse and the local First Nations, or Skræling, eventually occurred; with some accounts suggesting the conflict arose due to the Norse refusing to sell weapons to the Skrælings. Regardless, Indigenous bows and clubs were effective weapons against the Norse weaponry, and their canoes provided them greater manoeuvrability in an environment they were familiar with. Being too few in numbers to sustain a war, the Norse abandoned the settlement.
The first European-Indigenous engagements to occur in Canada during the Age of Discovery took place during Jacques Cartier's third expedition to the Americas from 1541 to 1542. Between 1577 and 1578, the Inuit engaged in several skirmishes near Baffin Island against English explorers under Martin Frobisher.
17th century
Firearms began to make their way into Indigenous hands in the early 17th century, with the large-scale acquisition beginning in the 1640s. The arrival of firearms saw fighting between indigenous groups become bloodier and more decisive, especially as tribes became caught up in the economic and military rivalries of the European settlers. The bloodshed during conflicts was also dramatically increased by the uneven distribution of firearms and horses among competing indigenous groups. By the end of the 17th century, Indigenous peoples of the Northeastern Woodlands, the eastern subarctic, and the Métis (a people of joint First Nations and European descent) had rapidly adopted the use of firearms, supplanting the bow. However, limited use of the bow and arrow continued until the early 18th century, as a covert weapon for surprise attacks.
The first European settlements in Canada were established in the 17th century, with Port-Royal being settled by the French in 1605, and the first English settlement in Canada being established at Cuper's Cove five years later. French claims extended as far as the Mississippi River valley, where French fur trappers and colonists set up scattered settlements. The colonies of New France, Acadia on the Bay of Fundy and Canada on the St. Lawrence River, were based primarily on the fur trade and had only lukewarm support from the French monarchy. These colonies grew slowly due to difficult geographical and climatic circumstances. By 1706, the French population was around 16,000. By the mid-1700s, New France had about one-tenth of the population of the British Thirteen Colonies to the south of it. Since 1670, the English also laid claim to Hudson Bay and its drainage basin (known as Rupert's Land) through the Hudson's Bay Company (HBC), as well as chartered several colonies and seasonal fishing settlements in Newfoundland Colony.
The early military of New France was made up of regulars from the French Royal Army and French Navy, supported by small local volunteer colonial militia. The French also relied on Indigenous allies for military support, alleviating manpower concerns against the larger English colonies. Indigenous allies had a profound impact on New French military practices, with New French military professionals adopting Indigenous guerilla tactics. Although most of New France's soldiers initially came from France, the growth of the colony meant by 1690, many were also volunteers raised in New France. Additionally, many of the early soldiers sent to New France remained in the colony after their service ended, contributing to generational service and a military elite. Localization efforts meant that by the 1750s, most troops were descendants of the original French inhabitants. Further units were developed from the seigneuries land systems. The French built a series of forts throughout New France to defend its settlements, although some were also used as trading posts.
Beaver Wars
The Beaver Wars were a series of intermittent conflicts from 1609 to 1701, that involved the Iroquois Confederacy, New France, and France's Indigenous allies. By the 17th century, the economies of several First Nations had become interdependent on the regional fur trade with Europeans. The French, having only settled the area in the beginning of the 17th century, quickly joined pre-existing Indigenous alliances, like the Huron-Algonquin alliance, which brought them into conflict with the Iroquois Confederacy. While the majority of tribes in the region were allies of the French, the Iroquois had become aligned first with Dutch colonizers, and then the English. As a result of these trade relationships, the chief threat to the inhabitants of New France in its early existence came from the Iroquois Confederacy, and particularly from the easternmost Mohawks.
Open conflict between the French and Iroquois broke out likely due to the latter's desire to control the beaver pelt trade. However, some scholars have highlighted the hegemonic ambitions of the Iroquois League as a factor, while others have suggested the conflict were "mourning wars" launched by the Iroquois to capture prisoners to replenish their population in the wake of epidemic afflicting Indigenous peoples in the Americas. Regardless, Iroquois hostilities against the First Nations in the St. Lawrence Valley and the Great Lakes seriously threatened the fur trade and drew the French into the wider conflict.
The French initially only provided modest support to its First Nations allies, supplying them with iron arrowheads and knives, but with few firearms. Although Franco-Indigenous forces were successful in early campaigns, the Iroquois were able to reverse the situation with new tactics that integrate their hunting skills and intimate knowledge of the terrain with new firearms acquired from the Dutch. Access to firearms proved decisive, as it enabled the Iroquois to fight a highly effective form of guerrilla war. After the beaver population was extirpated within Iroquois lands, the Iroquois undertook further expansionary campaigns in search of new trapping groups and raided the Algonquin in the Ottawa Valley, as well as the French in the 1630s and 1640s. These attacks led to the dispersal of the Neutral, the Petun, and the Huron Confederacy, as well as the systematic destruction of Huronia. The string of Iroquois victories isolated the French from their Algonquin allies in the Laurentian region and left their settlements defenceless. Taking advantage of this, the Iroquois negotiated peace with the French, demanding the French move Jesuits and their soldiers into Iroquois villages to help defend them.
Peace between the Iroquois and the French lasted until 1658 when the French withdrew their missions from Iroquois settlements. Although the Iroquois Confederacy continued their expansionary campaigns in the mid-1650s, the breakout of a wider front in 1659 and 1660 strained the confederacy. To secure a new peace, the French dispatched the Carignan-Salières Regiment in 1665, the first group of uniformed professional soldiers to set foot on what is today Canadian soil, and whose members later formed the core of the Compagnies Franches de la Marine, a local militia. The regiment's arrival prompted the Iroquois nations to agree to peace by 1667.
In the ensuing peace, the French made new alliances with First Nations they encountered further west, most of whom were engaged in conflict with the Iroquois. The French provided these new allies with firearms and encouraged them to attack the Iroquois. The French also cemented its alliance with the Abenaki in Acadia, who were also harassed by the Iroquois. Open conflict with the Iroquois broke out again in the 1680s after the Iroquois attacked French coureurs de bois and the Illinois Confederation, a new ally of France. Franco-Indigenous expeditions were launched against the Iroquois in 1684 and 1687, although only the latter expedition saw some success. The Iroquois launched new attacks in 1689, including the Lachine massacre, in support of their English allies during the Nine Years' War and as retaliation for the 1687 expedition. However, after a flurry of raids against the Iroquois from France's western allies, and a Franco-Indigenous expedition led by Governor General Louis de Buade de Frontenac in 1696, the weakened Iroquois opted to negotiate for peace.
The Great Peace of Montreal was signed in 1701 between 39 First Nations, including the Iroquois Confederacy and First Nations allied with France. As a part of the peace terms, the Iroquois agreed to remain neutral in Anglo-French conflicts, in return for trade benefits from the French. These terms undermined the effectiveness of the Covenant Chain between the Iroquois and the English Crown, and the Iroquois' trading relationship with New England. Although the nations of the Iroquois Confederacy managed to expand their territories as a result of the conflict, the expansion did not bring about the prosperity originally envisioned.
Early British-French colonial hostilities
In the 17th century, the English and French clashed over their colonial interests, with hostilities between the two first escalated in 1613, when Samuel Argall and his sailors destroyed the French settlement of Port-Royal in a bid to secure the Bay of Fundy fisheries for the English colony of Virginia. Facing little resistance, the settlement was razed.
During the Anglo-French War of 1627 to 1629, the English granted a patent to David Kirke to settle Canada and to stage raids against the French in the area. In 1628, forces under Kirke seized a French supply fleet and Tadoussac, and captured Quebec City the following year. As French control of the region diminished due to the conflict, Scottish settlers established settlements in areas seized from the French, including Port-Royal and Baleine. However, the latter settlement was destroyed by French forces two months after its establishment in 1629. In 1630, an Anglo-Scottish force attempted to take one of the last remaining French footholds in Acadia, Fort St. Louis, although the siege were unsuccessful. Settlements seized by the English and Scots were returned to the French after the end of the war in 1632, as a result of the Treaty of Saint-Germain-en-Laye.
Acadian Civil War
In the mid-17th century, Acadia was plunged into what some historians have described as a civil war. After the death of Isaac de Razilly, the lieutenant governor of Acadia, in 1635, the French court divided Acadia into two administration. Charles de Menou d'Aulnay governed a portion of Acadia from Port-Royal, while Charles de Saint-Étienne de la Tour governed another portion from present-day Saint John, New Brunswick. However, the unclear divisions of administration between the two eventually led to conflict between the two governors.
In 1640, La Tour attacked d'Aulnay at Port-Royal. In response, d'Aulnay established a five-month blockade of La Tour's fort at Saint John. However, the blockade was defeated in 1643, and La Tour led another attack against Port-Royal. After receiving word that La Tour had left Saint John to meet with supporters in New England, d'Aulney mobilized his forces and captured Saint John after besieging it in April 1645. As a result, Acadia was governed by d'Aulney from 1645 to his death in 1650. He was able to gain favour with the French government after he informed them that La Tour sought aid from the English in New England.
La Tour returned to France shortly after d'Aulney's death and restored his reputation and governorship over Acadia. La Tour governorship over Acadia lasted until 1654 when after years of civil war and decades of neglect from the French court, English forces under Robert Sedgwick seized Acadia. Sedgwick was prompted to seize Acadia to secure its fur and fishing resources for New England and The Protectorate, having received authorization to retaliate against the French for attacks on English vessels by French privateers.
Anglo-Dutch Wars
The Second Anglo-Dutch War (1665–1667) was a conflict between England and the Dutch Republic partly for control over the seas and trade routes.
In 1664, a year before the Second Anglo-Dutch War began, Michiel de Ruyter received instructions at Málaga on 1 September 1664 to cross the Atlantic to attack English shipping in the West Indies and at the Newfoundland fisheries in reprisal for Robert Holmes capturing several Dutch West India Company trading posts and ships on the West African coast. Sailing north from Martinique in June 1665, De Ruyter proceeded to Newfoundland, capturing English merchant ships and taking the town of St. John's before returning to Europe. As a result of the peace treaty that ended the Second Anglo-Dutch War, the English returned the colony of Acadia to the French, which was seized over a decade earlier in 1654.
During the Third Anglo-Dutch War (1672–1674), the inhabitants of St. John's fended off a second Dutch attack in 1673. The city was defended by Christopher Martin, an English merchant captain. Martin landed six cannons from his vessel, Elias Andrews, and constructed an earthen breastwork and battery near Chain Rock commanding the Narrows leading into the harbour.
Nine Years' War
English and French forces engaged one another in North America during the Nine Years' War (1688–1697), with the North American theatre of the conflict known as King William's War. At the onset of the war, Governor General Frontenac planned an invasion to conquer the Province of New York to isolate the Iroquois. However, the scale of the plan was later reduced. In February 1690, three New French-First Nations military expeditions were sent to New England. One expedition attacked Schenectady, another raided Salmon Falls, while a third besieged Fort Loyal. New France also encouraged its First Nations allies to carry out smaller raids throughout the English American frontier and encouraged scalpings as a form of psychological warfare.
Having faced several attacks by New France's petite guerre, the English launched two retalitory expeditions against New France. The first was a large naval expedition sent to capture Quebec City in 1690. The expedition was poorly organized and had little time to achieve its objective, having arrived in mid-October, shortly before St. Lawrence would freeze over. The English forces withdrew after a single abortive landing on the Beauport shore to the east of Quebec City. The second English expedition took place in 1691, although they were repulsed at the Battle of La Prairie. Other English attacks in Acadia include the Battle of Chedabucto, the Battle of Port Royal, the raid on Chignecto, and the siege of Fort Nashwaak.
Pierre Le Moyne d'Iberville was called upon to attack the English fishing stations in Newfoundland in the Avalon Peninsula campaign, and to expel the English from the island. Iberville sailed with his three vessels to Plaisance, the French capital of Newfoundland, before setting fire to St John's in November 1696. The expedition subsequently destroyed most of the English fisheries along the eastern shore of Newfoundland, while smaller raiding parties razed and looted remote English hamlets and seized prisoners. By the end of March 1697, only Bonavista and Carbonear remained in English hands. In four months of raids, Iberville destroyed 36 settlements.
During the war, the French were also able to secure their control over Hudsons Bay. The French had already seized several Hudson's Bay Company forts in an expedition two years before the war, with York Factory being the last remaining HBC fort on the bay. Three expeditions were launched to capture York Factory, with the first ending failure in 1690. The second expedition captured York Factory in 1694, although it was recaptured by the English months later. York Factory was finally secured by the French after the Battle of Hudson's Bay in 1697.
The war ended in 1697 with the Peace of Ryswick, which required all territorial conquests made during the war to be returned. The HBC was also forced to relinquish all but one fort on Hudson Bay (Fort Albany). The resulting peace saw both the English and French consolidate alliances and trade relations with Indigenous peoples in the area. The Peace of Ryswick also contributed to the eventually negotiated peace of the Beaver Wars in 1701.
English-maritime Algonquians conflict
The English-French conflict merged with a preexisting conflict between the English and the maritime Algonquians; which began shortly before King William's War when the Algonquians attacked several English settlements in response to their encroachment on their territory. The French successfully leveraged Algonquian-Anglo hostilities to their advantage, partly due to the influence of French missionaries and settlers living in Indigenous villages. Peace talks were held in 1693 between the English and maritime Algonquians. However, these talks were sabotaged by the French, who induced their Indigenous allies to continue fighting. The French also encouraged the Abenaki and Mi’kmaq to engage in privateering, with many serving as buccaneers in the French Navy. These privateers took part in the naval battle off St. John and the second siege of Pemaquid in 1696.
18th century
During the 18th century, the British–French struggle in Canada intensified as the rivalry worsened in Europe. The French government increased its military spending into its North American colonies. Expensive garrisons were maintained at distant fur trading posts, the fortifications of Quebec City were improved and augmented, and a new fortified town was built on the east coast of Île Royale, the fortress of Louisbourg, called "Gibraltar of the North" or the "Dunkirk of America".
New France and the New England Colonies were at war with one another three times during the 18th century. The second and third colonial wars, Queen Anne's War and King George's War, were local offshoots of larger European conflicts—the War of the Spanish Succession (1702–13), the War of the Austrian Succession (1744–48). The last, the French and Indian War, started in the Ohio Valley, that later evolved into a theatre of the Seven Years' War. The petite guerre of the Canadiens devastated the northern towns and villages of New England, sometimes reaching as far south as Virginia. The war also spread to the forts along the Hudson Bay shore. In addition to spillovers of European conflicts, the French also participated in Indigenous conflicts like the Fox Wars.
War of Spanish Succession
Hostilities between the British and the French broke out during the War of Spanish Succession, with the conflict spilling over to their North American colonies. The North American theatre of the conflict, Queen Anne's War (1702–1713), was largely restricted to Acadia and New England, as both the colonies of Canada and New York agreed to informally remain neutral during the conflict. Initially, the French-aligned Abenaki also declared their neutrality in the Anglo-French conflict. However, the English immediately declared hostilities against the Abenaki, drawing them into the conflict as well.
The war saw Acadians and New Englanders conduct raids against one another. Raids that occurred in Acadia include the raid on Grand Pré in 1704 and the Battle of Bloody Creek in 1711. The raid on Grand Pré was conducted by New England forces in retaliation against a New French-First Nations raid on Deerfield in the British Province of Massachusetts Bay. Other French-First Nations raids in Massachusetts include the raid on Haverhill. The French also attacked Newfoundland, besieging St. John's in 1705, and captured the city after a battle in 1709. However, the French suffered a major setback after the British captured the Acadian capital of Port-Royal. The capital was besieged three times during the conflict, having repelled two sieges in 1707 before falling to the British during the third siege of Port-Royal in 1710. Following up on its success in Acadia, in 1711, the British launched the Quebec Expedition to take the colonial capital of New France. However, the expedition was aborted after its fleet was wrecked by the waters of the St. Lawrence River.
In the ensuing Peace of Utrecht, the French were forced to cede significant territory in North America. This included restoring the lands surrounding Hudson's Bay to the HBC and ceding its claims to Newfoundland and Acadia, although it was granted fishing rights off parts of Newfoundland. However, because of a difference in interpretation over the size of Acadia, the French continued to occupy the western portion of the territory (present-day New Brunswick). The French also continued its relationship with the Abenaki and Mi'kmaq in Acadia and encouraged them to attack the British. After the conflict, the French built the Fortress of Louisbourg to protect its remaining Acadian settlements on Île-Royale and Île Saint-Jean, while the British quickly built new outposts to secure its Acadian holdings.
Father Rale's War
Although hostilities between the British and French ceased in 1713, fighting between the maritime Algonquians and the British continued, with the Mi’kmaq capturing 40 British vessels between 1715 and 1722. In May 1722 Lieutenant Governor John Doucett took 22 Mi'kmaq hostages at Annapolis Royal to prevent the capital from being attacked. In July 1722, the Abenaki and Mi'kmaq created a blockade of Annapolis Royal with the intent of starving the capital. As a result of the escalating conflict, Massachusetts Governor Samuel Shute officially declared war on the Abenaki on July 22, 1722. Early operations of Father Rale's War happened in the Nova Scotia theatre. In July 1724, a group of 60 Mi'kmaq and Maliseets raided Annapolis Royal.
The treaty that ended the war marked a significant shift in European relations with the maritime Algonquians. It granted the British the right to settle in traditional Abenaki and Mi'kmaq lands. However, the treaty also marked the first time a European power formally acknowledged that its dominion over Nova Scotia had to be negotiated with the region's indigenous inhabitants. The treaty was invoked as recently as 1999 in the Donald Marshall case.
War of Austrian Succession
British and French forces engaged one another during the War of Austrian Succession, with the North American theatre of the conflict known as King George's War (1744–1748). Although the maritime Algonquians quickly joined the French war effort, many of New France's Indigenous allies in the Great Lakes region were hesitant to join the war, as they wished to maintain their trade relations with the British. The British established these trade relations in the decades before the war, as a deliberate effort to destabilize the Franco-Indigenous alliances in that region.
Throughout the war, Acadians and Canadiens raided frontier settlements in Nova Scotia, New England, and New York. Raids that occurred in Nova Scotia includes the raid on Canso, siege of Annapolis Royal, and the Battle of Grand Pré. French-Mohawk raids into New England and New York includes the raid on Saratoga and the siege of Fort Massachusetts. However, the Mohawk were unwilling to join the French excursions deeper into New York, for fear of coming into conflict with other members of the Iroquois Confederacy.
In 1745, a British-New England force besieiged and captured Louisbourg. However, the British were not able to advance further into New France, with the French repelling a British attack on Île Saint-Jean at the Battle at Port-la-Joye in 1746. However, the capture of Louisbourg was instrumental in damaging Franco-Indigenous alliances in the Great Lakes region, as it effectively cut off Quebec City from France and brought trade to a standstill in the Great Lakes. As a result, the price of goods skyrocketed and the French were unable to continue its annual gifts to secure its Indigenous alliances. Although many Indigenous communities in the Great Lakes were initially sympathetic to the French war effort, this sudden change was viewed by some of France's Indigenous allies as a violation of their alliance; with some Indigenous communities becoming hostile to the French in the latter part of the war. In 1746, the French launched the Duc d'Anville expedition, the largest military expedition to set sail from Europe for the Americas up to that point, to recapture Louisbourg. However, the expedition failed, as it was beset by bad weather, and many of its troops had fallen ill before arriving to Nova Scotia.
The Treaty of Aix-la-Chapelle ended the war in 1748, and returned control of Louisbourg to the French in exchange for some of its wartime territorial gains in the Low Countries and India. The return of Louisbourg to the French outraged New Englanders. In response to the continued French presence around Nova Scotia, the British founded the military settlement of Halifax, and built Citadel Hill in 1749.
Father Le Loutre's War
Father Le Loutre's War (1749–1755) was fought in Acadia and Nova Scotia by the British and New Englanders, primarily under the leadership of New England ranger John Gorham and the British officer Charles Lawrence, against the Mi'kmaq and Acadians, who were led by French priest Jean-Louis Le Loutre. After the British established Halifax, the Acadians and Mi'kmaq orchestrated attacks at Chignecto, Grand-Pré, Dartmouth, Canso, Halifax and Country Harbour. The French erected forts at present-day Saint John, Chignecto and Fort Gaspareaux. The British responded by attacking the Mi'kmaq and Acadians at Mirligueche (later known as Lunenburg), Chignecto and St. Croix. The British also established communities in Lunenburg and Lawrencetown. Finally, the British erected forts in Acadian communities at Windsor, Grand-Pré and Chignecto.
Throughout the war, the Mi’kmaq and Acadians attacked the British fortifications of Nova Scotia and the newly established Protestant settlements. They wanted to retard British settlement and buy time for France to implement its Acadian resettlement scheme. The war ended after six years with the defeat of the Mi'kmaq, Acadians and French in the Battle of Fort Beauséjour. During this war, Atlantic Canada witnessed more population movements, more fortification construction, and more troop allocations than ever before in the region. The Acadians and Mi'kmaq left Nova Scotia during the Acadian Exodus for the French colonies of Île Saint-Jean and Île Royale.
Seven Years' War
The final conflict of the French and Indian Wars was the Seven Years' War. Although France and Great Britain were not formally at war until 1756, hostilities between their colonial forces broke out in North America in 1754, in a theatre known as the French and Indian War (1754–1760). Overlapping claims over the Ohio Country between the British and French led the French to build a series of forts near the area in 1753. This in turn led to the breakout of hostilities between the British and French colonies the next year. Most First Nations were quick to lend their support to the French, as many held a negative perception of the British due to their territorial policies in the preceding years. In turn, throughout the war, the British worked to undermine the Franco-Indigenous alliances by encouraging Indigenous neutrality through Iroquois intermediaries. The Iroquois Confederacy itself entered the conflict on the British side at the Battle of Fort Niagara in 1759.
Early French success and Acadia
In 1754, the British planned a four-pronged attack against New France, with attacks planned against Fort Niagara on the Niagara River, Fort Saint-Frédéric on Lake Champlain, Fort Duquesne on the Ohio River, and Fort Beauséjour at the border of French-held Acadia. However, the plan fell apart after the armies sent to capture Niagara and Saint-Frédéric abandoned their campaigns, and the Braddock Expedition sent to capture Fort Duquesne was defeated by a New French-First Nations forces at the Battle of the Monongahela. Although most of the plan had failed, the army sent to Acadia was successful at the Battle of Fort Beauséjour. Following their victory at Beauséjour, the British moved to assert their control over the region, and began to forcibly relocate the majority of the Acadian population from Acadia, beginning with the Bay of Fundy campaign in 1755. The relocations took place to neutralize the Acadian's potential military threat, and to interrupt the vital supply lines to Louisbourg. Throughout the war, over 12,000 Acadians were removed from Acadia.
In 1756, shortly after a formal state of war was declared between the British and French, the French commander-in-chief of New France, Pierre de Rigaud, marquis de Vaudreuil-Cavagnial, created a military strategy aimed at keeping the British on the defensive and far away from the populated part of New France, the colony of Canada. To achieve this, the military of New France undertook a series of offensive operations, including an attack on Fort Oswego and the siege of Fort William Henry, while Canadian militia and First Nations raiding parties were dispatched against frontier settlements in British America. The use of a small French army, aided by militiamen and First Nations allies successfully tied down British forces to their colonial frontier and forced the British to send 20,000 more soldiers to reinforce its North American colonies. Although the French experienced early success, they were unable to build upon it — as the majority of their army was already committed to the European theatre of the war and were unable to reinforce New France.
British conquest of New France
In 1758, the British launched a new offensive against New France. An initial invasion force of 15,000 soldiers was repelled at the Battle of Carillon, by a force of 3,800 French regulars and militiamen. However, the French suffered several major setbacks in the following months, with the British capturing Louisbourg after a month-long siege of the fortress in June–July 1758, and the British destroying the French supply stock for its western posts at the Battle of Fort Frontenac in August 1758. During that time, the French were also forced to retreat from Fort Duquesne, after some of their First Nations allies established a separate peace agreement with the British.
Following these victories, the British launched three campaigns against Canada, the first two targeted Niagara and Lake Champlain, while the third targeted Quebec City. After the latter invasion force was repelled by the French at the Battle of Beauport, the British commander, Major-General James Wolfe opted to besiege Quebec City. The three-month siege culminated with the Battle of the Plains of Abraham in September 1759, in which the French general, Louis-Joseph de Montcalm, marched out of the walls of Quebec City with a numerically inferior force to fight the British in a pitched battle. The French were defeated, with both Wolfe and Montcalm having been killed as a result of the battle.
After Montcalm's death, command of the French Army was handed to François Gaston de Lévis. In April 1760, de Lévis launched a new campaign to retake Quebec City. After de Lévis defeated the British at the Battle of Sainte-Foy, the British fell back to the walls of Quebec City. The French besieged the city until May, when a British naval force defeated a French naval element supporting the siege at the Battle of Pointe-aux-Trembles. With the arrival of the British Royal Navy, New France was virtually isolated from France and could not be reinforced. As a result, the remaining French Army retired to Montreal, and on 8 September 1760, signed the Articles of Capitulation of Montreal. The capitulation marked the completion of the British conquest of New France and the end of the North American theatre of the Seven Years' War. The British made peace with the Seven Nations of Canada a week later. France's maritime Algonquian allies made peace with the British in 1761.
British naval power was a deciding factor in the outcome of the war, playing a crucial role in the capture of Louisbourg and Quebec City, and preventing French reinforcements from reaching the colony. As a result, the French were forced to cede large swathes of territory in the Treaty of Paris of 1763, including New France. Although the British were victorious, the war also provided the British with a colossal national debt. The absence of the French military in North America had also emboldened residents of the Thirteen Colonies, who no longer needed to rely on the British for military protection.
Pontiac's War
Although the Seven Years' War ended, rumours of a First Nations offensive in the British frontier persisted in 1763. An alliance of First Nations under Odawa chief Pontiac was formed to drive the British from the Great Lakes and Ohio Country. The alliance was forced to lay siege to Fort Detroit when the British were alerted of their activities. The siege prompted other First Nations aligned with Odawa to attack British forts and settlements in the region. During the conflict, a battalion of 300 French Canadians led by former Troupes de la Marines was raised and dispatched to Fort Detroit as a part of Brigadier-General John Bradstreet's expedition. Despite achieving several victories, the resistance lost momentum after Pontiac failed to capture Fort Detroit. The restoration of the traditional distribution of presents and the Royal Proclamation of 1763 led to the conclusion of peace. The proclamation created the Province of Quebec and the Indian Reserve while granting First Nations various land rights. These measures were implemented to protect the First Nations and enable the peaceful and "gradual settlement" of the frontier. However, these measures inadvertently led to the British to assume the role previously held by France, as a barrier against the territorial expansion of the Thirteen Colonies.
American Revolutionary War
After the Seven Years' War, the Thirteen Colonies became restive over several taxes imposed by the British Parliament, with many questioning its necessity when they no longer needed to pay for a large military force to counter the French. American frustrations were further exacerbated after the Quebec Act was passed, and Catholic rights in the Province of Quebec were restored, much to the ire of the anti-Catholic Protestant-based Thirteen Colonies. The act also enlarged Quebec to include portions of the Indian Reserve that the British colonies of Pennsylvania and Virginia had long coveted, like the Ohio Country. These tensions led to a political revolution in the Thirteen Colonies, and eventually, the American Revolutionary War (1775–1776), with American rebels aiming to break free from the British parliament, and assert their claim on the Ohio Country.
At the onset of the war, the majority of the common people in Quebec and the Maritime colonies were neutral and reluctant to take up arms against the Americans or the British. Revolutionaries launched a propaganda campaign in the Canadian colonies early in the war to elicit support, although it only attracted limited support. Similarly, the British saw limited success in raising a militia to defend Quebec, although they were able to rely on the French Canadian clergy, landowners, and other leading citizens for support. The British were also supported by the Seven Nations of Canada and the Iroquois Confederacy, although the latter attempted to maintain its neutrality due to an ongoing civil war within the confederacy.
In September 1775, the American forces launched the invasion of Quebec, beginning with the capture of Fort Ticonderoga and the siege of Fort St. Jean. The latter siege, which took place outside Montreal, prompted the governor of Quebec, Guy Carleton, to abandon the city and flee to Quebec City. The Continental Army advanced towards Quebec City and met up with Benedict Arnold's expedition outside the city. On New Year's Eve, the combined American force attacked Quebec City, although it was repulsed. After the failed assault, the Americans maintained a siege against the city until spring 1776, when the besieging force was routed by a British naval force sent to relieve Quebec. The Americans abandoned Montreal shortly afterwards, and its remaining forces in Quebec were defeated at the Battle of Trois-Rivières in June 1776. British forces under General John Burgoyne pursued the Americans out of Quebec in a counter-invasion against New York.
Although the Canadien militia constituted most of Quebec City's defenders during the invasion, it saw little expeditionary action outside Quebec; with the British uncertain if the militia would remain loyal if they encountered the French Army. However, several British colonial auxiliary units were raised in the Canadian colonies, like the Royal Fencible American Regiment and the 84th Regiment of Foot. The latter served throughout the Canadian colonies and the Thirteen Colonies. From 1778 to the war's end, British First Nations allies under Thayendanegea also conducted a series of raids against border settlements in New York.
New Englanders also attacked Nova Scotia in the hopes of sparking a revolt there, although they were defeated at the battles of Fort Cumberland in 1776 and St. John in 1777. Although the revolutionaries were unable to spark a revolt, Nova Scotia remained a target of American privateering throughout the war, with nearly every important coastal outpost having been attacked. Attacks like the 1782 raid on Lunenburg had a devastating effect on the colony's coastal maritime economy. In total, American privateers captured 225 vessels either leaving or arriving at a Nova Scotian ports. The French Navy also attacked a British naval convoy off Nova Scotia, during the Action of 21 July 1781. Conversely, the British captured numerous American privateers off the coast of Nova Scotia, like the battle off Halifax in 1782, and used the colony as a staging ground to launch attacks against New England, like the Battle of Machias.
The revolutionaries' failure to capture the Canadian colonies and the continued allegiance to Britain from its colonists resulted in the breakup of Britain's North American empire. Although the British successfully defended Quebec and Nova Scotia, their failures in the Thirteen Colonies resulted in their military surrender in 1781, and the subsequent recognition of the independent US republic in the Treaty of Paris of 1783.
The emergence of a powerful neighbour fuelled suspicions in the Canadian colonies against the US for decades. Over 75,000 or 15 per cent of Loyalists–residents in the Thirteen Colonies who supported the Crown–moved north to the remaining portions of British North America. The British ceded Quebec's Indian Reserve south of the Great Lakes to the United States as a result of the peace. As that area included the Iroquois' traditional territory, the British offered the Iroquois land in Quebec, hoping these new Iroquois communities would provide an active barrier against American expansion.
French Revolutionary Wars
In 1796, during the War of the First Coalition, a series of fleet manoeuvres and amphibious landings took place in Newfoundland. The French expedition included seven ships of the line and three frigates under Rear-Admiral Joseph de Richery. The French were accompanied by a Spanish squadron of 10 ships of the line under General Jose Solano y Bote. The combined fleet sailed from Rota, Spain, with the Spanish squadron accompanying the French to ward off the British squadron that blockaded the French in the city earlier that year. The Newfoundland expedition was the last portion of Richery's expedition before he returned to France. Sighting of the combined naval squadron prompted defensives to be prepared at St. John's, Newfoundland in August 1796. Seeing these defences, Richery opted to not attack the defended capital, instead moving south to raid the undefended settlements, fishing stations and vessels, and a garrison base at Placentia Bay. After the raids on Newfoundland, the squadron was split up, with half moving on to raid neighbouring Saint Pierre and Miquelon, while the other half moved to intercept the seasonal fishing fleets off the coast of Labrador.
19th century
The "citizen soldier" emerged as a unique symbol of adulation in 19th-century Canadian military culture, a result of the militia's role in the American Revolution and the War of 1812. The veneration of the "citizen soldier" contrasted the United States and other British settler colonies, and led to the development of the "militia myth" in the 19th-century Canadian zeitgeist, a belief that it did not need a standing army for its defence, as it could rely on its inhabitants to mobilize into militias overnight. This created a tendency to ignore the need for rigorous training within the militia during peacetime.
War of 1812
Animosity and suspicion persisted between the UK and the US in the decades after the American Revolution. The Napoleonic Wars exacerbated Anglo-American tensions, as British wartime measures against France aggravated the US. Such policies include trade restrictions imposed on neutral ships to France, and the impressment of sailors from American vessels the British claimed were deserters. As the US did not have a navy capable of challenging the Royal Navy, an invasion of Canada was proposed as a feasible means of attacking the British. Americans on the western frontier also hoped an invasion would bring an end to British support of Indigenous resistance in the American Northwest Territory. Intrigued by Major General Henry Dearborn's the analysis that the invasion would be easy, and supported by the congressional war hawks, US President James Madison declared war against the UK in June 1812, beginning the War of 1812 (1812–1815).
American war plans focused on a poorly defended Upper Canada, as opposed to the well-defended Maritime colonies and geographically remote Lower Canada and its fortified capital of Quebec City. However, some prewar preparations were made in Upper Canada due to the foresight of its lieutenant general, Major-General Isaac Brock. At the onset of the war, Upper Canada was defended by 1,600 regulars, allied First Nations, and several Canadian units raised for the war like the Provincial Marine, Fencibles, and militia units like Captain Runchey's Company of Coloured Men.
Believing a bold attack was needed to galvanize the local population and First Nations to defend the colony, Brock quickly organized a British-First Nations siege on Fort Mackinac. In August 1812, a force under Brock moved towards Amherstburg to repel an American army that had crossed into Upper Canada, although the Americans had retreated to Detroit by the time Brock arrived. Their retreat allowed Brock to secure an alliance with Shawnee chief Tecumseh, and provided him with an excuse to abandon his previous orders to maintain a defensive posture within Upper Canada. Detroit was then besieged and captured by a British-First Nations force, providing them control over the Michigan Territory and the Upper Mississippi. In October 1812, a British-First Nations force repelled another American army that had crossed over the Niagara River at the Battle of Queenston Heights, although the following battle resulted in the death of Brock. A third American army assembled to retake Detroit in late 1812, although after it was defeated at the Battle of Frenchtown in January 1813, ending the threat of any further American attacks that winter.
Although Brock's offensives led to early success, his death resulted in a shift in British strategy, with Governor General George Prevost maintaining a more defensive posture to conserve his forces. As a result, the British maintained their strongest garrisons in Lower Canada and only reinforced Upper Canada when additional troops arrived from overseas.
1813
Unlike in 1812, the US had better success with its initial campaigns in 1813. In April, the Americans defeated the British at the Battle of York, briefly occupying and razing parts of the Upper Canadian capital. The US naval force that captured York later moved onto Fort George and captured it on 27 May. However, as the retreating British were not immediately pursued, they were able to regroup and eventually defeat the American force sent against them at the battles of Stoney Creek and Beaver Dams. The American force fell back across the Niagara River in December, after setting Fort George and Niagara ablaze. In retaliation, the British razed large parts of Buffalo during the Battle of Buffalo and continued such actions into 1814, including the burning of Washington.
Although the British were successful in defending the Niagara Peninsula in 1813, they saw several major setbacks in the western frontier that year. The British-First Nations force besieging Fort Meigs were unable to capture the stronghold, and the British later lost control over the Upper Great Lakes as a result of the Battle of Lake Erie. After the naval loss at Lake Erie, the British-First Nations forces in the American Northwest Territory were forced to retreat, although they were pursued and eventually routed at the Battle of Moraviantown. The battle resulted in the death of Tecumseh, which effectively dissolved Tecumseh's confederacy and the alliance with the British. However, the US were unable to follow up on this victory, as the American militiamen that pursued the British-First Nations force to Moraviantown needed to return to their farms for harvest.
In late 1813, the Americans also sent two armies to invade Lower Canada. A British-First Nations force turned back a larger American force at the Battle of the Chateauguay in October 1813. The next month, a British force repelled another American army during the Battle of Crysler's Farm.
1814
The last incursions into the Canadas occurred in 1814. In July, US forces crossed over the Niagara River and captured Fort Erie. The American advance culminated in the Battle of Lundy's Lane. Although the battle ended in a stalemate, the Americans were effectively spent and were forced to retire to Fort Erie. The Americans successfully repelled a British siege of the fort, although the exhausted Americans fell back to the US shortly after, effectively ending the conflict in the Canadas.
The British regained the initiative in 1814, reclaiming control of Lake Huron after several engagements on the lake, and gaining effective control of Lake Ontario in September with the launch of , a first-rate warship that served as a deterrent against American naval action for the remainder of the war. As the War of the Sixth Coalition drew to a close, the British began to reorient its focus on its war with the US. Lower Canada and Nova Scotia were used as staging grounds for invasions. The force that gathered in Lower Canada invaded northern New York, although they were repulsed at the Battle of Plattsburgh in September. The force that assembled in Halifax had better success, capturing most of Maine's coastline by mid-September.
Throughout the war, communities in Nova Scotia purchased and built privateer ships to attack US shipping. The Liverpool Packet was a notable privateering vessel from Liverpool, Nova Scotia, credited with capturing 50 ships during the war. American naval prisoners of war, including the captives from the capture of USS Chesapeake, were imprisoned at Deadman's Island, Halifax.
The Treaty of Ghent was signed on 24 December 1814, ending the conflict and restoring the status quo between the US and the UK. However, sporadic fighting continued into 1815, in areas that had not received news of the peace. The war helped provide the Canadian colonies with a sense of community and laid the groundwork for Canada's future nationhood. Neither side of the war can claim total victory, as neither had completely achieved their war aims. However, historians agree that the First Nations were the "losers" of the conflict, given the collapse of the Tecumseh's confederacy after his death in 1813, and the British dropping its proposal for a First Nations buffer state in the midwestern US during the peace negotiations.
Pemmican War
In 1812, the Red River Colony was established by the Hudson's Bay Company, despite opposition from the North West Company (NWC), which had already operated a trading post in the area, Fort Gibraltar. In January 1814, the Pemmican Proclamation was issued by the colony, prohibiting the export of pemmican and other provisions from the region for a year to ensure its survival and growth. The NWC and local Métis voyageurs who regularly traded with the NWC opposed the ban, viewing it as a ploy by the HBC to control the foodstuff of NWC traders.
In June 1815, Metis leader and NWC clerk Cuthbert Grant established a camp with his followers south of the colony and began harassing and stealing the supplies of the Red River settlement. In response, the HBC seized Fort Gibraltar from the NWC in March 1816, to stem the local pemmican trade. In June 1816, HBC officials confronted Métis and First Nations voyageurs delivering pemmicans to the NWC, which resulted in the brief Battle of Seven Oaks. After the confrontation, Grant briefly took control of the area, while the HBC and the Red River settlers temporarily retreated to Norway House. HBC control over the area was restored when Thomas Douglas, 5th Earl of Selkirk arrived in August with 90 soldiers.
British forces in Canada in the mid–19th century
Fear of an American invasion of the Canadas remained a serious concern for at least the next half-century and was the chief reason for the retention of a large British garrison in the colony. From the 1820s to the 1840s, the British undertook extensive works on fortifications to create strong points around which defending forces can centre in the event of an invasion. Works on major defence fortifications by the British in this period include the citadal and ramparts in Quebec City, Fort Henry in Kingston, and the Imperial fortress of Halifax. The Rideau Canal was also built to allow ships to travel a more northerly route from Montreal to Kingston in wartime, bypassing the St. Lawrence River, a waterway that also served as the border with the US.
However, by the 1850s, fears of an American invasion had diminished and the British felt able to start reducing the size of their garrison. The Canadian–American Reciprocity Treaty of 1854 further helped to alleviate concerns.
Local levies and recruitment
A form of compulsory military service was practiced in the Canadas during the 19th century, with the practice being instituted in Lower Canada in 1803, and in Upper Canada in 1808. This sedentary militia was made up of the colony's male inhabitants aged 16 to 60, and was mobilized only in emergencies. In peacetime, compulsory service in the sedentary militia was limited to a one to two-day annual muster parade. The British Army levied and recruited from the local population to form new units or to replace individuals lost to enemy action, sickness, or desertion. Instances where the British levied from the local population to serve as Fencibles or in the Canadian militia, include the War of 1812, the Rebellions of 1837–1838, the Fenian Raids, and the Wolseley expedition.
The British Army also raised several infantry regiments in their Canadian colonies including the 40th Regiment of Foot, the 100th (Prince of Wales's Royal Canadian) Regiment of Foot, and the Royal Canadian Rifle Regiment.
Several Canadians fought in the Crimean War as members of the British military, with the Welsford-Parker Monument in Halifax being the only Crimean War monument in North America. The first Canadian Victoria Cross recipient, Alexander Roberts Dunn, was awarded the medal for his actions during the Charge of the Light Brigade. During the Indian Rebellion of 1857, William Nelson Hall became the first Black Nova Scotian to receive the medal, having been awarded it for his actions at the Siege of Lucknow.
Rebellions of 1837–1838
Two armed uprisings broke out from 1837 to 1838 in the Canadas. Calls for responsible government, and an economic depression in Lower Canada in the 1830s led to protest rallies and eventually, calls for armed insurrection from the more radical Patriote movement. An uprising eventually broke out in Lower Canada in November 1837 and was the more serious and violent insurgency of the Rebellions of 1837–1838. The second armed rising in the Canadas broke out several weeks after the initial uprising in Lower Canada, with its leaders being inspired by the events in Lower Canada.
The first insurrection in Lower Canada broke out in November 1837. British regulars and the Canadian militia fought Patriote rebels in a series of skirmishes including the Battle of Saint-Denis, Battle of Saint-Charles, and the Battle of Saint-Eustache. The disorganized rebels were defeated, although its leadership escaped to the US. Amid this initial defeat, several anglophone militias looted and burned French Canadian settlements. A second uprising in Lower Canada was launched in November 1838 with the assistance of American volunteers. However, like the first uprising, it was poorly organized and quickly put down. During the Lower Canada Rebellion, 325 people died, the majority of whom were rebels. The British recorded 27 dead.
The Upper Canada Rebellion was led by William Lyon Mackenzie. Mackenzie's followers were made up primarily of farmers of American origin, who were disgruntled over the preferential treatment given to British settlers in the colony's land grant system. The first confrontation took place at the Battle of Montgomery's Tavern in Toronto on 5 December 1837. Most rebels dispersed after the battle, although a small group remained until Loyalists and Black Loyalists militias moved against the tavern three days later. On 14 January, Mackenzie seized Navy Island and declared it the Republic of Canada, although he was forced to flee to the US after Canadian volunteers burned the rebel ship Caroline. Three people died during the Upper Canada Rebellion, two rebels and one loyalist. For the rest of 1838, Mackenzie's followers and sympathizers from the US conducted a series of raids against Upper Canada known as the Patriot War.
The rebellions prompted the creation of the Durham Report, which recommended uniting the Canadas. Upper and Lower Canada were united to form the Province of Canada after the Act of Union 1840 was proclaimed in 1841; which in turn led to the introduction of responsible government in 1848.
Conflicts during the Fraser Canyon Gold Rush
The influx of gold prospectors into the Fraser Canyon during the Fraser Canyon Gold Rush resulted in several conflicts between the prospectors and local First Nations. The Fraser Canyon War in 1858 was a conflict at the onset of the gold rush between the Nlaka’pamux and the prospectors. The Nlaka’pamux attacked several newly arrived American prospectors in defence of their territory, which led to the prospectors forming military companies to carry out reprisal attacks in turn. Responding to the violence, the British formed the colony of British Columbia on 2 August and sent gunboats to the Fraser River to reestablish order. However, as British military capabilities were limited on the Pacific coast, they were unable to quickly assert control, resulting in open conflict to break out on 9 August. A truce was reached between the two sides after a peace council on 21 August. A British contingent arrived at the end of the month to secure the area. Approximately 36 Nlakaʼpamux died during the conflict, including five chiefs.
Another conflict broke out in April 1864, known as the Chilcotin War. In that month, the Tsilhqot’in killed 21 prospectors and construction workers that had crossed into their territory. These attacks led to a month-long armed standoff in the British Columbia Interior after an armed group, made up mostly of newly arrived American prospectors, marched out from the colonial capital of New Westminster to put down the resistance in the Crown's name. The conflict ended after a Tsilhqot’in peace delegation was mistakenly arrested. Six members of the delegation were convicted and hanged for murder, having participated in the attacks. The Tsilhqot’in maintained their actions were an act of war and not murder. In 2018, the Canadian government exonerated the six individuals and issued an apology to the Tsilhqot'in, recognizing "that they acted in accordance with their laws and traditions" for war.
American Civil War
The British Empire declared its neutrality in the American Civil War (1861–1865) at its onset, although the colonies of British North America sold weapons to both sides of the war. Although some Canadian newspapers sympathized with the Confederate States of America, as its victory aligned with colonial "security interests", the large majority of the 40,000 Canadians who volunteered to fight in the civil war did so with the Union Army. Most Canadian fought as volunteers, although some were bribed or tricked into service by American recruiters or "crimpers". By the end of the war, 29 Canadian Union Army officers were awarded the Medal of Honor.
Although the Empire was neutral, several incidents related to the conflict, like the Trent affair and the Chesapeake affair, led to the deterioration of Anglo-American relations. The former was the most serious incident to take place in the war, occurring in 1861 after a US gunboat stopped the RMS Trent to remove two Confederate officials bound for the UK. The British demanded an apology and the release of the passengers. War appeared imminent in the months after, with the British taking steps to reinforce its North American garrison from 4,000 to 18,000 soldiers. However, the crisis subsided after an apology was issued. The Empire was also heavily criticized by Americans for being complicit in its subjects engaging in blockade running of weapons to the Confederacy, including its subjects in Canada. Blockade runners undermined the Union Navy's blockade of the Confederacy; one historian said that they lengthened the conflict by two years.
When the Union Army regained the initiative in 1863, Confederate President Jefferson Davis dispatched Jacob Thompson to create a northern front from Canada. With Confederate activities in the colony being tolerated by a large portion of Canadian authorities and citizens, Thompson set up bases in Montreal and Toronto with plans to raid prison camps and free Confederates prisoners, as well as attack Union ships in the Great Lakes. In 1864, Confederate raiders from Montreal launched the St. Albans Raid in Vermont, although they were chased back by local defenders to the Canadian border, where the British intervened and arrested the Confederate raiders.
Fenian raids
In the mid-1860s, Irish American veterans of the Union Army who were members of the Fenian Brotherhood, supported raiding British North America to coerce the British to accept Irish independence. The Fenians had incorrectly assumed Irish Canadians would support their invasive efforts politically and militarily. However, most Irish settlers in Canada West at that time were Protestants of mostly either Anglo-Irish or Ulster-Scots descent, and for the most part loyal to the Crown. Nonetheless, the threat was significant enough that in 1865, British and Canadian agents in the US were directed refocus their efforts from Confederate sympathizers to the Fenians. After it became clear the Fenians were planning an attack, 10,000 volunteers of the Canadian militia were mobilized in 1866. The number of mobilized troops was later raised to 14,000, then 20,000.
The first raid occurred in April 1866, when Fenians landed at Campobello Island and razed several buildings. On 2 June, the Fenians conducted their largest raid, the Battle of Ridgeway, where 750–800 Fenians repelled a force of nearly 900 Canadian militiamen, largely owing to the inexperience of the latter. However, the Fenians withdrew to the US shortly after the battle, expecting the arrival of further British and Canadian reinforcements. In the same month, another raiding party of 200 Fenians was defeated near Pigeon Hill.
The threat of another raid in 1870 led the government to mobilize 13,000 volunteers. A raiding party of 600 Fenians was defeated in May 1870 during the Battle of Eccles Hill. Another raiding party was launched two days after Eccles Hill, although it was defeated at the Battle of Trout River. The last raid took place in October 1871, when 40 Fenians occupied a customs house near the Manitoba-Minnesota border, hoping to elicit the support of Louis Riel and the Métis. However, Riel raised volunteers to defend the settlement against the Fenians. The US Army later arrived and arrested the Fenians there. By the 1870s, the US was not prepared to risk war with the UK and intervened when the Fenians threatened to endanger American neutrality.
Although the militia was able to prevent the Fenians from accomplishing its goals, the raids revealed shortfalls in its leadership, structure, and training. This prompted several reforms in the militia in the years after the raids.
British forces in Canada in the late–19th century
By the mid-1860s, the colonies of British North America faced increasing pressure to take up their own defences from the British, who were looking to alleviate themselves of the defence expenses for British North America so they can reposition its soldiers to more strategic regions. Pressure from the British, as well as the ensuing American Civil War, prompted the various colonies to consider uniting into a single federation. Although some questioned the need to unite after the American Civil War ended in 1865, subsequent raids by the Fenian Brotherhood made most people in British North America in favour of Canadian Confederation, which eventually occurred in 1867.
Americans grievances against the British for transgressions that took place during the American Civil War also became an issue in 1869, when the US demanded payment for damages from said transgressions. A British delegation including Canadian prime minister, John A. Macdonald was sent to Washington to negotiate a settlement, resulting in the Treaty of Washington in 1871. With most of the British North American colonies joining Canadian confederation, and American grievances having been settled by 1871, the majority of the British forces withdrew from Canada that year, save for Halifax and Esquimalt, where British garrisons of the Pacific and North America and West Indies Station remained in place for reasons of imperial strategy. The Royal Navy also continued to provide for Canada's maritime defence, and it was understood that the British would send aid in the event of an emergency.
Canadian enlistment in British forces after 1871
Enlistment of Canadians in the British military continued after Confederation and the withdrawal of the British Army from the country in 1871. Several Canadians who wanted to pursue overseas military service chose to enlist with the British military instead of joining the Canadian militia, whose command had little interest in expeditionary combat. The British Army also specifically targeted Canadians for recruitment to replenish certain units, like the 100th Regiment of Foot. Canadians continued to join the British Army's enlisted ranks into the First World War, with several thousand Canadians serving with British units during that conflict.
The British War Office also maintained officer's commissions specifically for Canadian "gentlemen and journeymen" to fill vacancies and replenish the British officer corps. The recruitment of Canadians into the British officer corps was encouraged by the War Office as a way to promote military interoperability between Canada and the UK, and to make the Canadian government more amicable towards the idea of permitting its military to participate in British expeditionary campaigns overseas. By 1892, approximately two out of three graduates of the Royal Military College of Canada (RMC) who received a commission choose to join the British military as opposed to the Canadian militia.
By the end of the 19th century, RMC graduates in the British military had taken part in 27 campaigns in Africa, Burma, India, and China. From 1880 to 1918, approximately a quarter of all RMC graduates took up a commission with the British military. Recruitment of RMC officer cadets into the British military declined in the early 20th century due to efforts by Frederick William Borden, the Canadian minister of militia and defence from 1896 to 1911. In the following three years after Borden's tenure as minister, over half of all graduates who opted to pursue a military career chose to join the Canadian militia instead of the British military.
Canadian militia in the late–19th century
By the mid-19th century, the militia system in the Province of Canada was organized into two classes, sedentary and Active. The sedentary militia, later known as the "Reserve Militia", was the traditional compulsory militia force mobilized only in emergencies; while the Active Militia was initially made up of volunteer service battalions that performed transport and operational duties.
The Militia Act of 1855 reformed the Active Militia from a unpaid voluntary service to a paid part-time service made up of three components, the "Volunteer Militia", the "Regular Militia", and the "Marine Militia". The Volunteer Militia was made up of artillery, cavalry and infantry units. The Regular Militia was made up of former serving men, who in the event of an emergency, can be balloted for service. The Marine Militia were people employed to navigate Canada's waterways. Debate over whether the colony should rely on a compulsory or volunteer service took place in 1862, after proposed legislation aimed to strengthen and develop the sedentary militia. After the 1863 general election, a new Militia Act was passed which threw the burden of the defence of the colony on the Active Militia, but still retained the sedentary militia. The Militia Act of 1868 was later passed by the new Canadian federation, largely based on the 1855 Act. Following the departure of the British Army in 1871, the Canadian militia shouldered the main responsibility for Canada's defence.
The Active Militia became more professionalized in the 1870s and 1880s. In 1871, two professional artillery batteries were created within the Active Militia. The Active Militia further expanded through the Militia Act of 1883, with the authorization of a new troop of cavalry, another artillery battery, and three infantry companies. These were intended to provide the professional backbone of the Permanent Force, a full-time "continuous service" component of the Active Militia. Although the Active Militia's professional components were expanded in the 1870s and 1880s, its marine component had largely vanished, with the last marine militia unit being disbanded in 1878. The sedentary militia also fell into disuse during this period, with annual musters becoming increasingly sporadic. By 1883, the sedentary militia was virtually non-existent, and the requirement to hold an annual muster stricken from legislation.
Nile Expedition
During the Mahdist War in 1884, the British requested aid from Canada for skilled boatmen to assist Major-General Charles Gordon's besieged forces in Khartoum. However, the government was reluctant to comply, resulting in Governor General Lord Lansdowne to send only a private force of 386 voyageurs under the command of Canadian militia officers. This force, known as the Nile Voyageurs, served in Sudan and became the first Canadian force to serve outside North America.
Arriving in Asyut during October 1884, the voyageurs transported 5,000 British troops upstream along the Nile to Khartoum with wooden whaling boats. The flotilla reached the city two days after its capture by Mahdist forces. Canadian militia officers overseeing the voyageurs took part in the Battle of Kirbekan weeks later, although the voyageurs themselves did not partake. After Kirbekan, the expedition was ordered to withdraw to Egypt. The expedition left Egypt in April 1885. Sixteen members of the Canadian contingent died during the campaign.
Late–19th century conflicts in western Canada
In October 1870, one of the last major battles between the Blackfoot Confederacy and the Cree took place near present-day Lethbridge, when a Cree war party engaged a Piikani Nation camp at the Battle of the Belly River. The Cree war party was defeated, as they did not realize the members of the Kainai Nation and Piegan Blackfeet were also at the camp. The Blackfoot's use of revolving rifles may have also contributed to their victory. However their victory was pyrrhic, as their losses made them vulnerable to attack. Both sides lost as many as 300 warriors during the battle.
Riel Rebellions
In the late 19th century, Louis Riel led two separate resistances against the Canadian government. These resistances occurred during a period when the Canadian government was pursuing the settlement of western Canada, and the signing of land transfer treaties between several First Nations and the Crown.
The first resistance led by Riel, the Red River Rebellion (1869–1870), occurred in the months before the 1870 transfer of Rupert's Land from the Hudson's Bay Company to Canada. In December 1869, Riel and other Métis settlers of the Red River Colony seized Upper Fort Garry to negotiate favourable terms for the colony's entry into Canadian confederation. After an English-speaking settler was executed, a military expedition made up of 400 British regulars and 800 Canadian militiamen was organized to retake the fort. Fearing arrest, Riel and his co-conspirators fled to the US before the expedition arrived in August 1870. Although its leaders fled to the US, the resistance was successful in achieving its major objectives, with the federal government recognizing the rights of the Red River settlers through the establishment of the province of Manitoba.
In 1884, Riel returned from the US and began to rally local Métis in the North-West Territories to press their grievances against the Canadian government. In March 1885, an armed force of Métis formed the Provisional Government of Saskatchewan, with Riel as its president. A five-month insurgency, known as the North-West Rebellion, began later that month after a Métis force defeated a contingent from the North-West Mounted Police (NWMP) at the Battle of Duck Lake. The Métis victory at Duck Lake emboldened the Plains Cree under Big Bear, who attacked Battleford, Frog Lake, and Fort Pitt.
In response, the Canadian government mobilized 3,000 militiamen for service to put down the resistance. Although General Frederick Middleton intended for the 3,000-person force to move together by rail, the attacks at Battleford and Frog Lake prompted him to send a 900-person force ahead of the main contingent. However, after this forward force was repelled at the Battle of Fish Creek, Middleton opted to wait for the rest of the contingent, before laying a successful siege against Riel's outnumbered forces at the Battle of Batoche. Although Riel was captured at Batoche in May, resistance from Big Bear's followers continued until 3 June at the Battle of Loon Lake. Canadian militia and NWMP casualties during the conflict include 58 killed and 93 wounded.
20th century
Boer War
The issue of Canadian military participation in British imperial campaigns arose again during the Second Boer War (1899–1902). After the British requested assistance from Canada for its war in South Africa, the Conservative Party was adamantly in favour of dispatching 8,000 soldiers. English Canadian were also overwhelmingly in favour of participation. However, near-universal opposition to joining the war effort came from French Canadians and several other groups. This split the governing Liberal Party, as it relied on both pro-imperial Anglo-Canadians and anti-imperial Franco-Canadians for support. Although Prime Minister Wilfrid Laurier sought compromise and was concerned about Anglo-French tensions, he was intimidated by his imperial cabinet to commit a token force of 1,000 soldiers of the 2nd Battalion, Royal Canadian Regiment of Infantry.
Two additional contingents were later dispatched to South Africa. The second contingent was made up of 6,000 volunteers from three artillery batteries and two mounted regiments, Royal Canadian Dragoons and the 1st Regiment, Canadian Mounted Rifles. The third contingent was made up of the Strathcona's Horse, a unit entirely funded by The Lord Strathcona and Mount Royal. By the end of 1902, the Canadian Mounted Rifles had raised six regiments for service in South Africa. In addition to Canadian military units, several Canadians also served with the British Army's South African Constabulary.
The Canadian forces missed the early period of the war, including the British defeats of Black Week. Canadian units in South Africa won much acclaim after they led the final night attack at the Battle of Paardeberg that resulted in the Boers' surrender; one of the first decisive victories of the war for the Empire. At the Battle of Leliefontein in November 1900, three members Royal Canadian Dragoons were awarded the Victoria Cross for protecting the rear of a retreating force, and was the only time a Canadian unit was awarded three Victoria Crosses in a single action. One of the last major engagements of the war involving Canadian units was the Battle of Hart's River in March 1902. During the conflict, Canadian forces also participated in maintaining British-run concentration camps that resulted in the deaths of thousands of Boer civilians.
Approximately 8,600 Canadians volunteered for service during the Boer War. About 7,400 Canadians, including 12 nursing sisters, served in South Africa. Of these, 224 died, 252 were wounded, and five were awarded the Victoria Cross. A wave of celebrations swept the country after the war, with many towns erecting their first public war memorials in commemoration of the war. However, the public debate over Canada's role in the war also damaged relations between English and French Canadians.
Early 20th century military developments
Discussions over reforming the Canadian Militia into a full-fledged professional army emerged during the Second Boer War. The last British Army General Officer Commanding the Canadian Militia, Lord Dundonald, instituted a series of reforms in which Canada gained its own technical and support branches. This included the Engineer Corps (1903), Signalling Corps (1903), Service Corps (1903), Ordnance Stores Corps (1903), Corps of Guides (1903), Medical Corps (1904), Staff Clerks (1905), and Army Pay Corps (1906). Additional corps would be created in the years before and during the First World War, including the first separate military dental corps.
The turn of the century also saw Canada take further control of its defences. In 1904, a new Militia Act was passed which replaced the British officer in charge of the Canadian militia with a Canadian Chief of the General Staff, and the British military handed over control of the Imperial fortress of Halifax and Esquimalt Royal Navy Dockyard to Canada in 1906. The Militia Act of 1904 also formally recognized the disuse of the sedentary Reserve Militia by removing the formal provision that made male inhabitants of military age as members of the sedentary Reserve Militia, and replaced it with a provision that only theoretically made them "liable to serve in the militia".
Creation of a Canadian navy
Canada had a small fishing protection force attached to the Department of Marine and Fisheries but relied on the UK for maritime protection. As the British became further embroiled in a naval arms race with Germany, in 1908, it asked the colonies to assist with Imperial naval strategy. The Conservative Party argued that Canada should merely contribute money to the purchase and upkeep of some Royal Navy vessels. Some French Canadian nationalists felt that no aid should be sent, while others advocated establishing an independent Canadian navy that could provide aid to the British in times of need.
Eventually, Prime Minister Laurier decided to follow this compromise position, and the Canadian Naval Service was created in 1910 and designated as the Royal Canadian Navy (RCN) in August 1911. To appease imperialists, the Naval Service Act included a provision that in case of emergency, the fleet could be turned over to the British. This provision led to the strenuous opposition to the bill by Quebec nationalist Henri Bourassa. The bill set a goal of building a navy composed of five cruisers and six destroyers. The first two ships were Niobe and , somewhat aged and outdated vessels purchased from the British. With the election of the Conservatives in 1911, in part because the Liberals had lost support in Quebec, the navy was starved for funds, but it was greatly expanded during the First World War.
First World War
On August 5, 1914, the British Empire, including Canada, entered the First World War (1914–1918) as a part of the Entente powers. As a dominion of the Empire, the Canadian government had control over what the country would provide for the war effort. Military spending rose considerably in Canada during the war. Income taxes were introduced to alleviate the financial burden, and Victory Loan campaigns were organized to raise funds. Canada also sold munitions to the British due to the Shell Crisis of 1915, with the Imperial Munitions Board being established to coordinate the industry.
Canada's contribution to the war was significant, given its population of eight million. A total of 619,636 people served in the Canadian military during the war. Of those, 59,544 were killed and 154,361 were wounded As a result of the conflict, Canada was provided with a greater degree of autonomy within the British Empire, and a modest diplomatic presence in the Paris Peace Conference. The increased autonomy, and increased public hesitancy to participate in further imperial conflicts contributed towards the Canadian government decision to decline the British request for military aid during the Chanak Crisis in 1922.
Canadian Expeditionary Force
The Canadian Militia was not mobilized and instead, an independent Canadian Expeditionary Force (CEF) was raised for overseas service. The CEF included infantry battalions and the Canadian Cavalry Brigade. However, the militia was tasked with handling the recruitment and enlistment process for the CEF. Canada also formed the Canadian Forestry Corps, a division that harvested wood in France and Scotland for the war effort.
The first Canadian contingent of soldiers was dispatched to Europe on October 3, 1914. The first major engagement Canadians took part in was the Second Battle of Ypres from April–May 1915. At Ypres, Canadian soldiers repelled the first mass poison gas attack in modern history, holding a tactically important section of the front line during the gas attack until reinforcements arrived. In September 1915, several months after Ypres, the Canadian Corps was formed from the CEF with the arrival of the 2nd Canadian Division in France. The corps was expanded by the addition of the 3rd Canadian Division in December 1915 and the 4th Canadian Division in August 1916. A 5th Canadian Division was organized in February 1917, although it never fully formed, and was broken up in February 1918, with its men used to reinforce the other four divisions.
In the first half of 1916, Canadian divisions took part in several local actions, including the Actions of St Eloi Craters, and the Battle of Mont Sorrel. The British Somme Offensive began on July 1, where on its first day, the Royal Newfoundland Regiment was annihilated at the Battle of Albert. Canadian divisions were deployed in the Somme in August 1916. After the Somme Offensive, there was considerable pressure among Canadian leaders for the corps to fight as a unit rather than being spread out with various British units. The four divisions of the Canadian Corps were finally grouped together to take Vimy Ridge. After weeks of preparation and bombardment, the Canadians took the ridge in five days in the Battle of Vimy Ridge, an early stage engagement of the Battle of Arras.
Shortly after Vimy Ridge, Canadian Lieutenant-General Arthur Currie was assigned as the new corps commander. Currie went on to lead the corps during the Battle of Hill 70 and the Battle of Passchendaele in 1917. In 1918, the corps was dispatched to Amiens to reinforce the lines and participate in the Hundred Days Offensive. In the later stages of the war, the corps were among the most effective and respected of the military formations on the Western Front. During this three-month period, the Canadian Corps fought in a series of engagements, including the Battle of Amiens and the Battle of Cambrai. The corps' significant drive east from Amiens on 8 August to Mons by the Armistice of 11 November 1918, has been called Canada's Hundred Days.
Air and sea operations
Throughout the war, the Royal Canadian Navy participated in the Atlantic U-boat campaign, primarily providing coastal submarine patrols. Canada also suffered from several maritime disasters. The Halifax Explosion occurred on December 6, 1917, when a ship collision involving a munition ship loaded with explosives caused one of the largest human-made explosions before the detonation of the first atomic bomb in 1945. The resulting disaster saw 11,000 casualties, including 2,000 dead, and wiped out the entire north end of the city. In June 1918, was sunk by a U-boat. In terms of the number of dead, the sinking was the most significant Canadian naval disaster of the war.
In addition to the Canadian military, Canadians also served with British military forces, like the Royal Navy and the Royal Flying Corps. By the end of the war, nearly a quarter of all the pilots in the Royal Flying Corps were Canadian, including the British Empire's top flying ace, Billy Bishop.
Conscription
Although there was an initial wave of enthusiastic volunteers in 1914, by 1916, enthusiasm to enlist waned. At the 1917 Imperial War Cabinet, the British implored its dominions to provide more troops to alleviate shortages stemming from the dissolution of the Russian Empire and the French Army mutinies. Borden, who wished to maintain the continuity of Canada's military contribution, campaigned for conscription in the 1917 Canadian federal election, which became a divisive national topic of debate.
The election was won by Borden's Unionist Party, a coalition made up of pro-conscription Conservatives and Liberals, who subsequently passed the Military Service Act, 1917. However, a number of exemptions from service had to be added to get the act passed by the Canadian parliament. As a result, after conscription went into effect in 1918, of the over 400,000 people who were called upon for conscription, 380,510 people appealed it. By the end of the war, only 24,132 conscripts were sent to Europe to join the CEF. The adoption of conscription saw mixed reactions, with English Canadians being in favour of conscription, while French Canadians; and some English-speaking farmers, trade union leaders, pacifists, and Indigenous leaders were opposed to it. The resulting Conscription Crisis of 1917 did much to highlight the divisions between English and French Canada.
Commemoration
The war's impact on Canadian society resulted in the construction of a number of war memorials in Canada. Proposals for a national memorial were made in 1923, but work did not begin until the 1930s. The Canadian National War Memorial was completed in 1933 and unveiled in Ottawa in 1939. The monument has since been used to commemorate Canadian war dead for other conflicts. There are also eight memorials in France and Belgium to honour Canada's war dead from World War I.
Separate war memorials exist to commemorate the actions of Newfoundland soldiers (at the time a separate British dominion) during the war. The largest of these memorials are the Beaumont-Hamel Newfoundland Memorial in France and the Newfoundland National War Memorial in St. John's.
Interwar period
Following the end of the First World War, the Canadian Expeditionary Force was disbanded, and its lineage was perpetuated through Canadian militia after the latter's reorganization. In 1921, the Active Militia was also reorganized, with Permanent Force becoming the Permanent Active Militia, and the Active Militia's military reserve component becoming the Non-Permanent Active Militia. An officers' roll for the sedentary Reserve Militia was also maintained, although the Reserve Militia itself remained unorganized. In 1922, the National Defence Act was passed, bringing together the Department of Militia and Defence, and the air and naval service portfolio under a single Department of National Defence.
Russian Civil War
Acceding to the British request for aid, the Canadian government dispatched nearly 6,000 soldiers to assist the Allied intervention in the Russian Civil War in mid-1918. Approximately 4,200 soldiers were assigned to the Canadian Siberian Expeditionary Force (CSEF), a contingent based in the Russian Far East city of Vladivostok. Another Canadian contingent was dispatched as a part of the larger Allied North Russian Expeditionary Force in northwest Russia, near the ports of Arkhangelsk and Murmansk.
In May 1918, the British War Office requested that Canada provide officers for administrative and instructional duties in northwest Russia. A small volunteer party was dispatched to Murmansk as a part of a larger Allied contingent in June. Further requests for aid resulted in the 16th Canadian Field Artillery being deployed to Arkhangelsk, and CSEF to Vladivostok in October. With the end of the First World War in November, the continued military commitment in Russia became a topic of debate in the King's Privy Council for Canada. A decision was reached to continue the military commitment until the spring of 1919, although it was insisted that the use of Canadian forces could only occur with the express consent of the Canadian government.
Some Canadians saw combat in northwest Russia and as pilots over the Black Sea. However, Canadian troops attached to CSEF in Vladivostok — the majority of Canadian soldiers in Russia — saw little combat before they withdrew. CSEF soldiers began their withdrawal from Russia in April 1919. The 16th Canadian Field Artillery Brigade withdrew from northwest Russia in June 1919. In total, 21 Canadians died during the Allied intervention in Russia, the majority from disease or accidents.
Establishing an air force
The First World War was the catalyst for the formation of Canada's air force. At the outbreak of war, there was no independent Canadian air force, although many Canadians flew with the British Royal Flying Corps and the Royal Naval Air Service. In 1914 the Canadian government authorized the formation of the Canadian Aviation Corps. The corps was to accompany the Canadian Expeditionary Force to Europe and consisted of one aircraft, a Burgess-Dunne. The Canadian Aviation Corps was disbanded in 1915. A second attempt at forming a Canadian air force was made in 1918 when a Canadian bomber and fight squadron was created by the British Air Ministry in Europe. The Canadian government took control of the two squadrons by forming the Canadian Air Force. This air force, however, never saw service and was completely disbanded by 1921.
During the 1920s the British government encouraged Canada to institute a peacetime air force by providing several surplus aircraft. In 1920 a new Canadian Air Force (CAF) directed by the Air Board was formed as a part-time or militia service providing flying refresher training. After a reorganization the CAF became responsible for all flying operations in Canada, including civil aviation. Air Board and CAF civil flying responsibilities were handled by the Royal Canadian Air Force (RCAF) after its creation in April 1924. The Second World War would see the RCAF become a truly military service.
Spanish Civil War
The Canadian government did not officially become involved in the Spanish Civil War (1936–1939). However, over 1,500 Canadians volunteered to fight for the Spanish Republican faction. Most volunteers were recent immigrants, members of the Communist Party of Canada, or were forced into a relief camp. Canadian volunteers initially joined the British Battalion, the Abraham Lincoln Battalion or the George Washington Battalion; with approximately 40 Canadians having served in the latter two battalions. In July 1937, a unit for Canadian volunteers in the Republican faction was mustered into the XV International Brigade. The Canadian unit, the Mackenzie-Papineau Battalion, fought in five major campaigns, including the Battle of Teruel, the Aragon Offensive, and the Battle of the Ebro. Approximately 400 to 721 Canadian volunteers died during the war.
Second World War
The Second World War (1939–1945) began on September 1, 1939, with Nazi Germany's invasion of Poland. The Canadian declaration of war on Germany was issued on September 10, several days after the British and French. Although Canada was a major contributor to the war, it took no major part in its higher planning, with Prime Minister William Lyon Mackenzie King making no attempts to partake in it. The government initially envisaged Canada's contribution to be limited in size. However, the idea of a limited effort was abandoned after the German invasion of Belgium and France, with Canada increasing its military spending, the size of its armed forces, as well as introduce conscription for home defence by June 1940. Like the First World War, conscription for overseas service was a divisive issue, with some English Canadians supporting it and French Canadians opposing it. The issue came to head during the Conscription Crisis of 1944 when Mackenzie King was pressured to accept conscription for overseas service from his conscriptionist cabinet members.
Hostilities came to end in September 1945. Canada participated in the Paris Peace Treaties of 1947, and signed peace treaties with Finland, Italy, Hungary, and Romania. In 1951, Canada issued a royal proclamation to end the state of war with Germany, and signed the Treaty of San Francisco to end it with Japan. Of a population of approximately 11.5 million, 1.1 million Canadians served with the Canadian military during the war. More than 45,000 died, and another 55,000 were wounded.
Canadian Army operations
The Canadian Militia (reorganized into the Canadian Army in 1940) saw limited action in the initial phase of the war, with the 1st Canadian Division only briefly deploying with the Second British Expeditionary Force during the fall of France. By 1940, several Canadian units were deployed to the UK to defend it against German attack. After the British abandoned most of their equipment at the Battle of Dunkirk, the 1st Canadian Division was one of the few military formations left in the UK that were completely intact in terms of equipment and manpower. In December 1941, two Canadian battalions known as C Force took part in the Battle of Hong Kong, while the 2nd Canadian Division led the Dieppe Raid in August 1942. In the same year, the First Canadian Army was formed and spent most of its time training for an invasion of northwest Europe in the UK
In July 1943, the 1st Canadian Division and the 5th Canadian Division were heavily engaged in the Allied invasion of Sicily, as a part of the British Eighth Army. The Canadians also partook in the Allied invasion of Italy, and saw particularly severe fighting during the Battle of Ortona and the Moro River Campaign. In the spring of 1944, Canadian forces under Lieutenant-General E. L. M. Burns played a leading role in breaking through the Hitler Line. By 1944, the corps broke through the Gothic Line after battles like the Battle of Rimini. There were 92,757 Canadian soldiers that served in the Italian campaign, of whom 5,764 died.
The Canadian Army also took part in Operation Overlord, which began on June 6, 1944. During the Normandy landings, the 3rd Canadian Division and the 2nd Canadian Armoured Brigade secured Juno Beach. Canadian airborne troops also landed earlier in the day behind the beaches. The Canadians played a leading role in the breakout from the Normandy bridgehead with the capture of Falaise pocket. After the breakout, the First Canadian Army cleared coastal fortress in campaigns like Operation Astonia. From October to November, the Canadians fought a series of battles to secure the Scheldt River and open Antwerp to Allied shipping.
In early 1945, Canadian units fought in the Siegfried Line campaign to clear a path to the Rhine River, preparing it for further Allied offensives on the far side of the Rhine. After the campaign, the First Canadian Army took part in the liberation of the Netherlands and the Western Allied invasion of Germany. When the German Instrument of Surrender was signed on May 5, the II Canadian Corps had taken Oldenburg. Approximately 237,000 Canadian soldiers served in North West Europe campaign in 1944 and 1945, among whom 11,336 died.
Air and sea operations
During the war, the Royal Canadian Navy grew significantly in size, with 471 combat ships, 99,688 men and some 6,500 women serving in the navy by the war's end. The navy was tasked with protecting supply and troop convoys from U-boat wolfpacks in the Battle of the Atlantic. RCN warships are credited with sinking 33 enemy submarines during the war. After the Atlantic Convoy Conference in March 1943, the Canadian Northwest Atlantic Command was set up to coordinate Allied convoys north of New York City and was placed under the command of Rear-Admiral Leonard W. Murray. In addition to the Atlantic campaign, RCN warships also took part in the Dunkirk evacuation, the Allied landing in North Africa, and the Normandy landings. During the war, the navy lost 24 warships, the largest of which was , a Tribal-class destroyer. One RCN warship, the light cruiser , also participated in the Pacific War as a part of the British Pacific Fleet. In addition to the RCN, many Canadians also served with the Canadian Merchant Navy.
The Royal Canadian Air Force also contributed to the war effort. However, early overseas commitments by the RCAF were hampered by the management of the British Commonwealth Air Training Plan (BCATP), a British Empire-wide pilot training program. Although Canada had agreed to host the majority of BCATP's facilities and finance three-quarters of its costs, the British had expected BCATP graduates to move on to the British Royal Air Force (RAF). However, Mackenzie King's intervention saw some Canadian BCATP graduates move on as members of the RCAF. Because of this early dynamic though, a large number of Canadian BCATP graduates served in RAF units like No. 242 (Canadian) Squadron RAF, as opposed to an RCAF unit. At its peak, there were 107 schools and 184 ancillary BCATP units across Canada. By the end of 1945, 131,553 pilots graduated from BCATP in Canada and flew with either the RAF, RCAF or with another British Commonwealth and Allied air force.
Although the BCATP delayed the development of overseas RCAF units, by the end of the war there were 48 RCAF squadrons stationed abroad. RCAF squadrons partook in the Battle of Britain, and the Combined Bomber Offensive over the European theatre. By the war's end, Canadian airmen were present in every major theatre of war, from North Africa, Italy, northwest Europe, and the Pacific. RCAF squadrons based in Canada were also active during the war, partaking in the Aleutian Islands campaign and conducting anti-submarine operations in the Atlantic. During the war, 232,632 men and 17,030 women served in the RCAF, of which, 17,101 died. By the end of the war, the RCAF was the fourth-largest allied air force.
Industry and research
In contrast to the First World War, Canadian industries in the Second World War produced a variety of war materials, including small arms, warships, aircraft and other vehicles; of which, a total of 815,729 were built. Over half of all war material produced in Canada was sent to the UK, with the Canadian government arranging for the Billion Dollar Gift package to help the UK finance those acquisitions. Canadian financial assistance to the UK during the war amounted to $3.043 billion. The demand for labour saw many women enter the workforce for the first time, taking jobs vacated by enlisted men. The Canadian Women's Army Corps and the RCAF Women's Division were also formed relieve male military members for front-line duties.
During the war, Canada aided British and American efforts to develop an atomic bomb. In 1942, Canada and the UK formed a nuclear research partnership, as the British needed to relocate its Tube Alloys nuclear research program to a safer location with an abundance of resources; resulting in the Montreal Laboratory. In the same year, the Canadian government purchased the Eldorado Mine to mine uranium. The British and Americans agreed to cooperate on nuclear weapons development during the First Quebec Conference in 1943, and the Montreal Laboratory was absorbed into the Manhattan Project.
Cold War
The Cold War (1946-1991) began shortly after the end of World War II and is typically attributed to the 1945 defection of Igor Gouzenko, a Soviet cipher clerk working in Ottawa. This led to "PROFUNC", a classified Canadian government program to identify and detain communist sympathizers from 1950 to 1983. As a founding member of NATO and a signatory to the NORAD treaty with the United States, Canada committed itself to the alliance against the Communist bloc. During the 1950s, Canada joined with the Americans to erect defences against Soviet attack, such as the Pinetree Line, Mid-Canada Line, and the DEW Line. As a middle power, Canada recognized its military limitations and embraced a policy of multilateralism. This policy led to Canada's military contributions being contingent on being part of a multilateral coalition. This led to Canada choosing to stay out of several wars despite the participation of close allies, like the Vietnam War.
Korean War
When the Korean War (1950–1953) broke out, Canada was an early supporter of forming the United Nations military force to liberate South Korea. Canadian military personnel that served in Korea was part of the larger British Commonwealth Forces Korea. Canada's initially contributed three Royal Canadian Navy destroyers and a Royal Canadian Air Force military transport squadron, the No. 426 Squadron RCAF, to assist with the war effort. Eight RCN vessels would eventually take turns serving in Korean waters, either protecting the UN fleet or conducting onshore operations. Twenty-two RCAF fighter pilots also flew jet aircraft on exchange duty with the United States Air Force in Korea.
The Canadian Army had to spend several months mobilizing its forces back to wartime strength after it went through a period of rapid demilitarization after World War II. Mounting domestic pressure for a larger commitment led to the Canadian Army to form Special Force (later renamed the 25th Canadian Infantry Brigade) for service in Korea. The first Canadian Army units arrived in Korea in December 1950, having arrived after the early campaigns of the war and when the attrition phase of the conflict was beginning. For army units, the war was described as a "war of patrols" in rough, mountainous terrain. However, the Canadian Army also participated in several heavier engagements including the Battle of Kapyong and the Battle of Kowang-san.
Canada sent 26,791 troops to fight in Korea. There were 1,558 Canadian casualties, including 516 dead. Hostilities ceased as a result of the 1953 Korean Armistice Agreement. After the armistice, Canada maintained a garrison in the region to patrol the Korean Demilitarized Zone. The garrison was maintained until 1955, with the last Canadian soldiers under the United Nations Command leaving the region in 1957.
Forces in Europe
The Cold War was the first time the Canadian military stationed units abroad during peacetime. The Canadian Army and Royal Canadian Air Force maintained a contingent in Western Europe from the early 1950s to 1993. Approximately 100,000 members of the Canadian military served in France and West Germany during the Cold War. The army's and air force's contingent was known as Canadian Forces Europe.
As a part of Canada's commitment to NATO, the 27th Canadian Infantry Brigade (later named 4 Combat Group and 4 Canadian Mechanized Brigade) was formed for service in West Germany. The brigade was initially composed of 6,700 soldiers organized into several units, including three infantry battalions, an armoured regiment, a reconnaissance squadron, an antitank company, an artillery regiment, and a surface-to-surface battery equipped with MGR-1 Honest John nuclear missiles. However, after a defence review in 1970, the brigade had lost its nuclear capabilities, and its size was scaled back. In 1977, the brigade was reassigned from its frontline role as a part of the British commitment in northern Germany to the rear area reserve force supporting American and German forces in southern Germany. In addition to the mechanized infantry brigade, the Canadian Army also provided two infantry battalion groups to Allied Command Europe Mobile Force in 1964, to help secure the alliance's northern and southern flanks. However, by the late 1960s, only one battalion was provided to the quick reaction force.
Canada also formed the 1 Air Division in 1951, to meet Canada's air defence commitments for NATO. The air division was initially headquartered in Metz, and was made up of two wings in France, and another two in Germany. Originally a day/all-weather interceptor division, its role was changed to nuclear strike and reconnaissance in 1962, and again in 1966 to only reconnaissance. RCAF assets in France were also relocated to Germany in 1966 due to the French withdrawal from NATO.
The army and air force also formed the Canadian Air-Sea Transportable Brigade Group (CAST), a 5,000-person "at-home" brigade that was formed in 1968 to support Canadian commitments in Europe. Although it was stationed in Canada, the brigade was supposed to have the capability to deploy to Norway with 30 days' notice. CAST only deployed once to Norway for a military exercise in 1986, before it was disbanded in 1989.
Unification of Canada's military
The unification of Canada's military was explored as early as the 1930s. Several elements were unified by the 1940s and 1950s, including its military colleges, and some administrative elements. Full unification of the military was pursued in the 1960s under national defence minister, Paul Hellyer, who believed it would prevent inefficient duplication of services, and cut costs. In 1964, the National Defence Act was amended to restructure the three services under a new unified command structure, replacing the three service chiefs with one Chief of the Defence Staff. With the enactment of the Canadian Forces Reorganization Act 1968, the three services ceased to exist as separate entities and became branches of the Canadian Armed Forces (CAF).
Hellyer's attempts to unify Canada's military were only partially successful. Although support services and headquarter commands were fully unified, and the consolidation of some services to cut costs was praised; other changes, like the unification of ranking structure and service uniforms, made the process unpopular with certain members of the public and service members in the CAF. As a result of continued opposition to unification from the army, air force, and navy, by 2014, many of the changes introduced by Hellyer were reversed.
October Crisis
The October Crisis was triggered by the kidnapping of two government officials by Montreal-based Front de libération du Québec (FLQ) terror cells in October 1970. On 15 October, five days after the second kidnapping, the government of Quebec requested military assistance under the National Defence Act, with soldiers being deployed at key points in Montreal within hours. The next day, the federal government invoked the War Measures Act to confront the "apprehended insurrection", the only time it was invoked in peacetime.
As a result of the War Measures Act, the FLQ was outlawed and civil liberties were suspended. The deployment of troops in Quebec continued until January 1971. By the end of the crisis, 12,500 Canadian Forces troops were deployed throughout Quebec, with 7,500 troops stationed in the Montreal area. The federal government's use of the War Measures Act was controversial, as the majority of those arrested were unjustly detained. This partly contributed to the War Measures Act's replacement with the more limited Emergencies Act in 1988.
Vietnam War
Officially, Canada was a "non-belligerent" throughout the Vietnam War (1955–1975), serving as an "impartial and objective peacekeeper" on two international truce commissions, the International Control Commission and the International Commission of Control and Supervision. Because of this, the Canadian military's involvement in Vietnam was limited to a small contingent in 1973 to help enforce the Paris Peace Accords. However, Canadian diplomats provided tacit support for US counterinsurgency and espionage efforts in Vietnam. Canadian diplomats later argued its partisan efforts were to counterbalance the activities of Eastern bloc countries who were also members of the truce commissions. During the war, Canadian firms sold at least $12.5 billion of war material to the US, including machinery, munitions, clothing and food, and raw materials. Testing of Agent Orange, a tactical herbicide used in Vietnam, also took place in Canada.
Throughout the conflict, Canada also saw an influx of American Vietnam War resisters in Canada, with approximately 20,000 draft dodgers and 12,000 military deserters seeking refuge in Canada from military service in Vietnam. In a counter-current to the movement of American draft dodgers and deserters to Canada, approximately 20,000 Canadians volunteered with the United States Armed Forces to fight in southeast Asia. Between 110 and 134 Canadians died during the conflict. Seven remain listed as missing in action.
Post–Cold War era
During the 1990s, the Canadian Armed Forces responded to several international crises as a part of a multinational force, as well as deployed within Canada to provide aid during natural disasters.
Domestically, the Forces deployed over 8,500 military personnel to Manitoba after the 1997 Red River flood to help with evacuation, building dikes, and other flood-fighting efforts; over 16,000 to provide relief in New Brunswick, Ontario and Quebec after the North American ice storm of 1998; and over 2,600 soldiers to provide forest fire relief in British Columbia as a part of Operation Peregrine in 2003. The Forces' deployment for the 1998 ice storm was the largest deployment of troops ever to serve on Canadian soil in response to a natural disaster, and the largest operational deployment of Canadian military personnel since the Korean War.
Oka Crisis
The Oka Crisis was a land dispute between a group of Mohawk people and the town of Oka in southern Quebec, which began on July 11, 1990, and lasted until September 26. On August 8, Quebec premier Robert Bourassa announced that he had invoked Section 275 of the National Defence Act to requisition military support in "aid of the civil power", a right available to provincial governments that was invoked after one police officer and two Mohawk were killed during the conflict. The Chief of the Defence Staff, General John de Chastelain placed Quebec-based troops in support of the provincial authorities. During Operation Salon, 2,500 regular and reserve troops were mobilized. Troops and mechanized equipment mobilized at staging areas around Oka and Montreal, while reconnaissance aircraft staged air photo missions over Mohawk territory to gather intelligence. Despite high tensions between military and First Nations forces, no shots were exchanged. On September 1, freelance photographer Shaney Komulainen took a photograph of men staring each other down. Entitled Face to Face, it has become one of Canada's most famous images.
Gulf War
Canada had condemned the Iraqi invasion of Kuwait and quickly agreed to join the US-led coalition. Over 5,100 Canadian military personnel served in the war. At its peak, 2,700 personnel were in the region at one time. Canadian Forces operations were coordinated under Operation Friction. The Gulf War was the first conflict where female members of the Canadian Armed Forces served in combat roles.
In August 1990, Prime Minister Brian Mulroney committed a naval task to the coalition, made up of the destroyers and , and supported by the supply ship . The Canadian Task Group led the coalition maritime logistics forces in the Persian Gulf. About a quarter of all inspections of vessles suspected of running the coalition blockade were done by Canadian warships. A fourth ship, , arrived in-theatre after hostilities had ceased and were the first allied ship to visit Kuwait.
After the UN authorized use of force against Iraq, Canada deployed a CF-18 Hornet and Sikorsky CH-124 Sea King squadron with support personnel. When the air war began, 24 Canadian CF-18s were integrated into the coalition force and were tasked with providing air cover and attacking ground targets. This includes assisting in the destruction of the Iraqi Navy during the Battle of Bubiyan. The air war in Iraq was the first time since the Korean War that the Canadian military had participated in offensive combat operations.
The Canadian Forces also deployed a 530-person military field hospital that was attached to a larger British unit. A Canadian combat engineer regiment was investigated after photographs were released in 1991 that showed its members posing with dismembered bodies in a Kuwaiti minefield. From 1991 to 2001, Canadian soldiers formed part of UNIKOM, a UN mission to monitor the demilitarized zone between Iraq and Kuwait.
Somali Civil War
Canadian Armed Forces were deployed during the Somali Civil War to support UNOSOM I, a UN mission to provide security and humanitarian relief in the country, and monitor the UN-brokered ceasefires. The first group of soldiers from the US-led, UN-sanctioned force, UNITAF, landed in Somalia in December 1992. The mission included soldiers from 23 countries, with Canada contributing approximately 1,400 soldiers primarily from the Canadian Airborne Regiment, and the oil replenisher to assist with naval operations. In May 1993 the operation came under UN command and was renamed UNOSOM II.
As the UN presence was not welcomed by some warring factions, the mission was unable to gain the cooperation of local warlords, enforce a ceasefire, or force an end to the conflict. As a result, the mission was unable to restore order, and was only able to protect food and medical aid distribution sites.
Canadian forces were primarily based in Beledweyne and had rebuilt infrastructure, removed landmines, and guarded aid convoys. However, the mission eventually became a political disaster for Canada. Canadian soldiers performing the aforementioned duties were frequently harassed, with their encampment the target of looters. In response, the Canadian commander authorized looters to be shot in the leg if they ran. Another officer later permitted thieves to be "captured and abused." In March 1993, soldiers from the Canadian Airborne Regiment killed a civilian that was escaping after breaking into their encampment to steal supplies. A week after, members of the airborne regiment tortured and killed a 16-year-old youth that broke into the encampment.
Alleged attempts to cover up the killings by senior officials at the Department of National Defence triggered a national scandal in Canada. A federal inquiry into the scandal saw the careers of several officers ended, several soldiers court-martialed, and the Canadian Airborne Regiment disbanded. The scandal tarnished Canada's international reputation, in what was heralded as "the darkest era in the history of the Canadian military" since the end of World War II. The UN mission also ended in failure, as it was unable to restore order to Somalia. Mounting casualties, particularly after the Battle of Mogadishu, led the US to withdraw its forces. The experience had largely put an end to the use of a robust multinational military force to bring humanitarian aid to victims of civil war among western countries.
Yugoslav Wars
Since 1991, nearly 40,000 members of the Canadian Armed Forces and civilian police services, including the Royal Canadian Mounted Police, served in peacekeeping operations in the Balkans. These peacekeeping operations were led by either the UN, NATO or the EU. The Royal Canadian Navy also provided warships to assist with the NATO maritime blockade of the region, while the Royal Canadian Air Force provided six CF-18 Hornets to assist with the NATO bombing of Yugoslavia.
From 1991 to 1994, Canadian officers and support staff participated in the European Community Monitoring Mission in the Former Yugoslavia. In April 1992, the Canadian Forces provided an 860-person infantry battle group to the UNPROFOR, a UN-sanctioned force tasked with the demilitarization of select areas in Croatia. Another 800-person contingent was provided to UNPROFOR, after its mission was expanded and the conflict intensified and spread to Bosnia and Herzegovina. In 1993, two Canadian companies were tasked with holding a strategic salient along the frontlines of Serb and Croat forces, the Medak pocket, to maintain the truce and oversee the safe passage of refugees. The position was later reinforced by two French mechanized divisions.
In September 1993, Croat forces launched Operation Medak Pocket, and attacked Serb positions in the area. On 15 September, the Canadian-French position at Medak pocket was besieged by Croat forces, who returned fire with the force available to them. Medak Pocket was the largest battle fought by Canadian forces since the Korean War. The Canadian government reported that 27 Croatian soldiers were killed during the battle, and four Canadians wounded. The 2nd Battalion Princess Patricia's Canadian Light Infantry were later awarded the Commander-in-Chief Unit Commendation for their actions at Medak Pocket.
Other UN peacekeeping missions in the Balkans that the Canadian Forces provided for include UNCRO in Croatia, UNMIBH in Bosnia and Herzegovina, UNMIK in Kosovo, and UNPREDEP in North Macedonia. Other NATO missions in the region that the Canadian Forces provided for include IFOR and SFOR in Bosnia and Herzegovina, the Kosovo Force, and task forces Harvest and Fox in North Macedonia. EU missions involving the Canadian Forces include the EUFOR Concordia and Operation Althea.
21st century
During the early 21st century, Canada participated in several missions and campaigns in support of the global war on terror and the US-led Operation Enduring Freedom. From 2001 to 2012, Canada sent warships to Arabian Sea and the Gulf of Oman to help provide security for the region, search civilian vessels for suspected terrorists, and stem the illegal drug trade used to fund terrorism in the region. The deployment was the Canadian navy's largest since World War II, with 15 warships being dispatched to the region. At its peak in January 2002, six Canadian warships and 1,500 personnel were operating in the Arabian Sea and Gulf of Oman simultaneously.
Although Canada participated in several US and NATO-led campaigns in support of the war on terror, it did not join the US-led coalition of the willing during the Iraq War. Although Canada did not directly participate in the Iraq War, Canadian Forces did relieve US naval assets by expanding its role in Task Force 151, a multinational task force set up to combat piracy off the coast of Somalia. Several Canadians attached with British and US military units as exchange officers also took part in the 2003 invasion of Iraq. Conversely, some Iraq War resisters in the US military sought refuge in Canada after deserting their posts to avoid deployment to Iraq.
War in Afghanistan
Several weeks after the September 11th attacks against the US, Canada announced its intention to take part in the US-led war in Afghanistan (2001–2021). Several dozen soldiers from Canadian special forces units participated in the initial invasion of Afghanistan in 2001. An infantry battle group of 1,200 soldiers arrived in Kandahar in February 2002 and was tasked with fighting al-Qaeda and Taliban forces in the area, as well as protecting humanitarian operations.
After the invasion, Canadian units served under NATO's International Security Assistance Force (ISAF). The Canadian Armed Forces provided a battle group of 2,000 infantry, as well as armoured, artillery, and aerial tactical and transport elements to ISAF. From 2003 to 2005, the battle group was based in Kabul and was tasked with providing security and disarming Afghan militias. In November 2005, the CAF launched Operation Archer and shifted its focus from Kabul to Kandahar. The battle group was transferred to Kandahar in 2006 and was responsible for counter-insurgency operations and the region's Provincial Reconstruction Team. While in Kandahar, the battle group won a series of battles, like Operation Medusa and the Battle of Panjwaii. However, they were unable to root out the insurgents in the region, who were able to take refuge on the Pakistani side of the Afghanistan-Pakistan border.
Public support for the war in Canada waned as casualties mounted in late 2006. This partly led to "the Canadian soldier" being selected as the Canadian Press' Canadian Newsmaker of the Year. Support for the war dropped further after Joint Task Force 2 members were photographed handing over detainees to Afghan security forces, who were subsequently tortured. Despite growing public opposition, the government remained committed until 2011, partly due to the Canadian Forces' misrepresentation of the war's situation as a success. In 2011, Canada ended its combat mission in Afghanistan, and transferred responsibility for Kandahar back to US forces. However, some Canadian soldiers remained in Afghanistan until March 2014, to train the Afghan National Army and Afghan National Police as a part of the NATO Training Mission-Afghanistan. Members of Canadian Special Operations Forces Command were briefly redeployed to Afghanistan near the end of conflict in August 2021, to evacuate its citizens, close its embassy, and help facilitate the 2021 Kabul airlift.
Over 40,000 Canadian soldiers served in the 12-year mission in Afghanistan, the longest campaign the Canadian military has participated in. There were 165 Canadians killed during the conflict, including 158 soldiers and seven civilians. The conflict also resulted in the first female member of the Canadian Armed Forces to be killed in combat, Captain Nichola Goddard of the Royal Canadian Horse Artillery.
Libyan Civil War
On 25 February 2011, the Canadian Forces launched Operation Mobile, an evacuation mission in response to the First Libyan Civil War. On 19 March, the operation's role was expanded to include air and maritime combat missions in support of the 2011 military intervention in Libya to implement United Nations Security Council Resolution 1973 NATO assumed military control for the multinational coalition on March 25 under Operation Unified Protector, with Lieutenant General Charles Bouchard of the RCAF named as its operational commander. The coalition aimed to establish a no-fly zone and prevent government forces loyal to Muammar Gaddafi from carrying out air attacks on anti-Gaddafi forces and civilians, carrying out a UN mandate to use all means, short of foreign occupation, to protect civilian-populated areas.
At its peak, 655 Canadians were deployed on Operation Mobile. Canada committed several aircraft to the intervention, including seven CF-18 fighter jets based in Italy. The frigate , who was already on station in the Mediterranean as part of Standing NATO Maritime Group 1, also joined the operation and patrolled the waters off Misrata to support the UN arms embargo. In May 2011, Charlottetown was attacked by a shore battery, becoming the first Canadian warship to come under hostile fire since the Korean War. On October 28, 2011, Prime Minister Stephen Harper announced that the military mission had ended successfully.
Mali War
In 2012, several insurgent groups in Mali seized control of parts of the country. The Mali government requested military aid from France in January 2013, who in turn asked its NATO allies for assistance. Canada initially provided one C-17 Globemaster III transport aircraft to assist with the French military operation in Mali. From 2015 to 2022, the Canadian Armed Forces provided airlift support for French anti-insurgency operations throughout the Sahel region.
Over 1,250 CAF members were deployed to Mali from 2018 to 2019 to provide helicopter medical evacuations. However, after 2019, the contingent was reduced to a small number of civilian and military personnel.
War against the Islamic State
In September 2014, Canada joined a global coalition to fight a war against the Islamic State. From November 2014 to February 2016, Canadian CF-18s conducted 251 airstrikes in Iraq and five in Syria. The Canadian Armed Forces ceased its combat activities in February 2016, and the operation was reoriented into a training mission. After 2016, Canada scaled back its contribution, with only 250 personnel providing training and tactical air support for the mission as of January 2023, The mission's deployments are spread between its logistics hub in Kuwait, and its training missions in Iraq, Jordan, and Lebanon.
Canadian special forces were deployed to assist with the training mission. In 2021, Canadian special forces were involved in an unspecified non-combat role in two military operations conducted by the Iraqi Armed Forces. One Canadian special forces operator was also a member of Talon Anvil, a 20-person US Air Force special operations group that was criticized for circumventing rules designed to protect civilians, which resulted in the deaths of hundreds of non-combatants. The increased use of special forces represents a shift in thinking within the CAF, with the armed forces increasingly relying on these units instead of conventional units to deal with asymmetric fighters in grey-zone conflicts. The reliance on special forces was acknowledged in a 2017 defence policy review, with the review predicting this reliance would likely increase for the foreseeable future.
Participation in peacekeeping missions
Closely related to Canada's commitment to multilateralism has been its strong support for peacekeeping efforts. Canada's peacekeeping role during the 20th and 21st centuries has played a major part in its global image. Before Canada's role in the Suez Crisis, Canada was viewed by many as insignificant in global issues. Canada's successful role in the conflict gave Canada credibility and established it as a nation fighting for the "common good" of all nations. Canada participated in every UN peacekeeping effort from its inception until 1989. Since 1995, however, Canadian direct participation in UN peacekeeping efforts has greatly declined. In July 2006, for instance, Canada ranked 51st on the list of UN peacekeepers, contributing 130 peacekeepers out of a total UN deployment of over 70,000. Where in November 1990 Canada had 1,002 troops out of a total UN deployment of 10,304, that number decreased largely because Canada began to direct its participation to UN-sanctioned military operations through NATO, rather than directly to the UN.
Canadian Nobel Peace Prize laureate Lester B. Pearson is considered to be the father of modern peacekeeping. Pearson had become a very prominent figure in the United Nations during its infancy, and found himself in a peculiar position in 1956 during the Suez Crisis: Pearson and Canada found themselves stuck between a conflict of their closest allies, being looked upon to find a solution. During United Nations meetings Lester B. Pearson proposed to the security council that a United Nations police force be established to prevent further conflict in the region, allowing the countries involved an opportunity to sort out a resolution. Pearson's proposal and offer to dedicate 1,000 Canadian soldiers to that cause was seen as a brilliant political move that prevented another war.
The first Canadian peacekeeping mission, even before the creation of the formal UN system, was a 1948 mission to the second Kashmir conflict. Other important missions include those in Cyprus, Congo, Somalia, Yugoslav, and observation missions in the Sinai Peninsula and Golan Heights. The loss of nine Canadian peacekeepers when their Buffalo 461 was shot down over Syria in 1974 remains the largest single loss of life in Canadian peacekeeping history. In 1988, the Nobel Peace Prize was awarded to United Nations peacekeepers, inspiring the creation of the Canadian Peacekeeping Service Medal to recognize Canadians, including serving and former members of the Canadian Forces, members of the Royal Canadian Mounted Police, other police services, and civilians, who contributed to peace on certain missions.
See also
History of Canadian foreign policy
List of Canadian military operations
List of Canadian military victories
List of Canadian Victoria Cross recipients
List of conflicts in Canada
List of French forts in North America
List of wars involving Canada
Military history of the Acadians
Military history of the Mi'kmaq
Military history of Nova Scotia
References
Further reading
Cook, Tim. Warlords: Borden, Mackenzie King and Canada's World Wars (2012) 472pp online, on the prime ministers in the world wars
Douglas, W. A. B. The RCN in Transition, 1910–1985 (1988), Navy
Granatstein, J. L., and Dean F. Oliver. The Oxford Companion to Canadian Military History, (2011) online review.
Shaw, Susan Evans, and Jean Crankshaw. Canadians at War Vol. 1: A Guide to the Battlefields and Memorials of World War I; Vol. 2: A Guide to the Battlefields and Memorials of World War II (2014)
Historiography
Douglas, W.A.B. "Marching to Different Drums: Canadian Military History", The Journal of Military History (1992) 56#2 pp 245–260.
External links
Canadian Military History Gateway – Government of Canada
Canadian Military History – Library and Archives Canada
Canadian Military History – Laurier Centre for Military Strategic and Disarmament Studies, Wilfrid Laurier University
Canadian Military History
War and the Foundation of Canada, Canadian War Museum
War & Conflict at CBC Archives
Conflicts in Canada
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https://en.wikipedia.org/wiki/Interleague%20play
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Interleague play
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Interleague play in Major League Baseball refers to regular-season baseball games played between an American League (AL) team and a National League (NL) team. Interleague play was first introduced during the 1997 Major League Baseball season. Prior to that, matchups between AL teams and NL teams occurred only during spring training, the All-Star Game, other exhibition games (such as the Hall of Fame Game in Cooperstown, New York), and the World Series. Unlike modern interleague play, none of these contests, except for the World Series, counted toward official team or league records.
History
Early discussions
Regular season interleague play was discussed for baseball's major leagues as early as 1903, when the two major leagues made peace and formed the National Commission as governing body. The first National Commission Chairman, Cincinnati Reds president August Herrmann (who had already been a proponent of interleague play), proposed an ambitious scheme in late 1904. Herrmann's plan would have seen the two leagues ending their seasons earlier, after approximately 116 games, "and then have every National League team play two games in every American League city, and have every American League team play two games in every National League city." Another interleague play idea was floated around the same time by Boston Americans owner John Taylor, whose plan was for each league to play its full 154-game schedule, to be followed by not just a championship series between the two league winners, but also by series between the two second-place finishers, the two third-place teams, and all other corresponding finishers.
In August 1933, several owners reacted favorably to a proposal by Chicago Cubs president William Veeck to have teams play four interleague games in the middle of the season, beginning in 1934. In December 1956, Major League owners considered a proposal by Cleveland Indians general manager and minority-owner Hank Greenberg to implement limited interleague play beginning in 1958. Under Greenberg's proposal, each team would continue to play a 154-game season, with 126 within that team's league, and 28 against the eight clubs in the other league. The interleague games would be played immediately following the All-Star Game. Notably, under Greenberg's proposal, all results would count in regular season game standings and league statistics. While this proposal was not adopted, the current system shares many elements. Bill Veeck predicted in 1963 that Major League Baseball would someday have interleague play, and in 1968 included it in a proposal for a dramatic realignment of the major league structure. While the concept was again considered in the 1970s, it was not formally approved until 1996, at least in part as an effort to renew the public's interest in MLB following the 1994 players' strike.
Interleague play introduced
MLB's first regular-season interleague game took place on June 12, 1997, as the Texas Rangers hosted the San Francisco Giants at The Ballpark in Arlington. There were four interleague games on the schedule that night, but the other three were played on the West Coast, so the Giants–Rangers matchup started a few hours earlier than the others. Texas's Darren Oliver threw the game's first pitch and San Francisco outfielder Glenallen Hill was the first designated hitter used in a regular-season game by a National League team. San Francisco's Darryl Hamilton got the first base hit in interleague play, while Stan Javier hit the first home run, leading the Giants to a 4–3 victory over the Rangers.
From 1997 to 2001, teams played against the same division from the other league; for example, the American League West played teams from the National League West, typically scheduled to alternate between home and away in consecutive years. In 2002, however, the league began alternating which divisions played which divisions, and thus in 2002 the American League East played the National League West, the American League Central played the National League East, and the American League West played the National League Central. Matchups which had been of particular interest prior to this format — mainly geographic rivals — were preserved. Corresponding divisions were skipped once when this rotation began, but were put back in the rotation in 2006.
From 2002 to 2012, all interleague games were played prior to the All-Star Game (with the exception of games postponed by weather that were made up after the All-Star Game). Most games were played in June and early July, although beginning in 2005, interleague games were played during one weekend in mid-May.
The designated hitter (DH) rule was originally applied in the same manner as in the World Series (and the All-Star Game prior to 2010). In an American League ballpark, both teams had the option to use a DH, while in a National League ballpark, both teams' pitchers were required to bat. Teams from both leagues have both benefited and have been at a disadvantage when it comes to the DH rule in interleague play. For instance, Barry Bonds, who spent his entire career in the National League and actually won eight Gold Gloves earlier in his career, was used strictly as a DH later in his career when the San Francisco Giants played away interleague games due to his poor fielding. Conversely, Boston Red Sox slugger David Ortiz, who spent his entire career in the American League and was the Red Sox's regular DH, was assigned to play first base when the Red Sox had away interleague games, with the Sox choosing to give up good fielding in favor of retaining Ortiz's power hitting. With the introduction of the DH to the National League in 2020 and from 2022–present, this no longer applies.
In 2007, two teams – the Los Angeles Dodgers and the Baltimore Orioles – played six games with more than one interleague opponent. The Dodgers played both the Toronto Blue Jays and the Los Angeles Angels while the Orioles played both the Arizona Diamondbacks and the Washington Nationals. This happened again in 2012 as the New York Yankees played both the New York Mets and the Atlanta Braves for six games. The Miami Marlins also did this, playing both the Tampa Bay Rays and Boston Red Sox for six games each.
The first Civil Rights Game was an exhibition interleague game between the Cleveland Indians and St. Louis Cardinals at AutoZone Park in Memphis on March 31, 2007. The first regular season Civil Rights Game was an interleague game between the Chicago White Sox and Cincinnati Reds at Great American Ball Park on June 20, 2009.
Since the introduction of interleague play, two teams have shifted leagues: the Milwaukee Brewers from the American League to the National League in 1998, and the Houston Astros from the National League to the American League in 2013. As a result, a 2013 interleague series between the two teams made it the first time that two teams faced each other in an interleague series after both teams previously faced each other in an interleague series representing opposite leagues: the two teams met from September 1–3, 1997 (Houston in NL, Milwaukee in AL), then again from June 18–20, 2013 (Houston in AL, Milwaukee in NL). In both instances, the series took place in Houston, with the team representing the American League winning 2–1. From 1998 to 2012, both teams were division opponents in the National League Central.
For the 2020 season, all interleague games featured the DH, as the National League used the rule for the first time in its history due to health and safety measures related to the COVID-19 pandemic. The DH became permanent in the NL for the 2022 season.
Series history
Interleague play has largely favored the American League in terms of win–loss records. In 27 years of play, the AL has won the season series 19 times, and holds the longest streak of 14 straight seasons, from 2004 through 2017. The National League has won 7 and one season ended in a tie. With the Pirates beating the Royals on September 19, 2018, the National League guaranteed a season series win for the first time since 2003.
As of the end of the 2022 MLB season, the American League holds an all-time series advantage of 3,634–3,328 and has finished with the better record in interleague play for 14 straight seasons, dating back from 2004 through 2017. 2006 was the most lopsided season in interleague history, with American League teams posting a 154–98 record against their National League counterparts.
Records
Wins by league
Interleague statistics
The following is the text of Major League Baseball's policy regarding the compilation of statistics as a result of interleague play:
"For the first time in the history of Major League Baseball, Interleague games are to be played during the regular season. Breaking tradition always brings about controversy and the matter of baseball records is no exception.
"It is the opinion of Major League Baseball that there is no justification for compiling a new volume of records based on Interleague Play. On the contrary, the sovereignty of each league's records will be retained, and if a player or a team breaks a record against an Interleague opponent it will be considered a record in that league. In cases where two teams – as Interleague opponents – break a league or Major League record, that record will be annotated with the phrase 'Interleague game.' Streaks by both teams and individual will continue (or be halted) when playing Interleague opponents in the same manner as if playing against an intraleague opponent. In essence, records will be defined by who made them rather than against whom they were made."
"The official statistics of both leagues will be kept separately as they have in the past. This means statistics for each team and their individual players will reflect their performance in games within the league and also in Interleague games without differentiation."
Geographical matchups and natural rivals
1997–2001, 2006, 2009, 2012, 2015, 2018, 2020, and 2021 saw teams from corresponding leagues (AL East vs NL East, AL Central vs NL Central, and AL West vs NL West) face each other in a series of 2 or 3 games each, although from 1998 to 2012, this was not strictly followed due to unbalanced leagues. Not all matchups were considered interleague rivals, by playing a series of only two or three games, not the four or six-game series exclusive between one NL and one AL team.
Since 1999, certain interleague matchups have been highly anticipated each year, due to the geographic proximity of the teams involved. Many cities, metropolitan areas, and states contain at least one team in each league. From 1999–2012, 2015, 2018, 2020, and 2021, there were six games between the two teams annually, three per ballpark, since their respective divisions also played each other. In 2013–2014, 2016–2017, 2019, and 2022, there were four games between the two teams, two per ballpark, as their respective divisions did not meet. With the beginning of in league-wide interleague play in 2023, all yearly matchups saw the continuation of the four-game series format.
Permanent rivalries
Baltimore Orioles v. Washington Nationals — Beltway Series, MASN Cup (the teams share the same cable partner), Battle of the Beltways, Parkway Series, or MARC Madness. Introduced in 2006, the Nationals′ second season in Washington, D.C., after their move from Montreal.
Chicago Cubs v. Chicago White Sox — Windy City Series, Crosstown Classic, or Red Line Series. The two teams played in the 1906 World Series. The two teams would play in an exhibition series yearly from 1903 to 1942 (excluding years either team won their respective pennant). From 1985 until interleague play began in 1997, the two teams would play an annual Windy City Classic charity exhibition game. The interleague rivalry has been ongoing since 1999.
Cincinnati Reds v. Cleveland Guardians — Ohio Cup. Wade Miley of the Reds threw a no–hitter against the then-Indians on May 7, 2021, making the Reds the first team to no–hit their interleague rival. This was the second no-hitter in an interleague game between teams from the same state, after Don Larsen's perfect game in the 1956 World Series. The two teams would play an annual pre-season exhibition game yearly from 1989 to 1996. The regular season rivalry was introduced in 1999 with a hiatus in 2002 and 2003.
Detroit Tigers v. Pittsburgh Pirates — This series only became a rivalry because the other AL and NL Central teams were already paired up, it has become popular with fans of both teams, possibly due to the rivalry between the NHL's Detroit Red Wings and Pittsburgh Penguins. The two teams have several other connections as well. The Tigers' AA Minor League affiliate, the Erie SeaWolves, located near Pittsburgh, is a former affiliate of the Pirates and has retained the logo of a wolf wearing a pirate bandanna and eye patch. Additionally, Jim Leyland, former manager of both the Pirates (1986–1996) and the Tigers (2005–2013), remains popular in Pittsburgh where he continues to reside. The two teams played in the 1909 World Series. The regular season rivalry has been ongoing since 2012 except for 2020.
Kansas City Royals v. St. Louis Cardinals — I-70 Series or Show-Me Series, and named so because the cities of Kansas City and St. Louis are both in Missouri and connected by Interstate 70. The two teams played in the 1985 World Series. Previously played as interleague rivals in 2002, 2003, and 2006 to 2009, the formal rivalry has been ongoing since 2011.
Los Angeles Angels v. Los Angeles Dodgers — Freeway Series. The two teams played in a pre-season exhibition series in 1962 to 1964, 1969 to 1971, 1973 to 1979, and 1981 to 1996. The interleague rivalry has been ongoing since 1999.
Miami Marlins v. Tampa Bay Rays — Citrus Series, the interleague rivalry has been ongoing since 1999 except for a formal rivalry in 2003.
Milwaukee Brewers v. Minnesota Twins — The Twins and the Brewers were formerly regional rivals in the American League, as well as division rivals from 1970 to 1971, and again from 1994 to 1997. The two metro areas are connected by Interstate 94. However, the term "I-94 Series" is used almost exclusively to refer to the games played between the Milwaukee Brewers and the Chicago Cubs and interleague contests with the also-former-rival Chicago White Sox. The interleague rivalry has been played yearly since it began in 2002.
New York Mets v. New York Yankees — Subway Series. The two teams would play in an in-season annual exhibition game, the Mayor's Trophy Game, 19 times between 1963 and 1983. The two teams played in the 2000 World Series. The addition of the Mets in 1962 brought National League baseball back to New York after the Dodgers and Giants moved to California in 1958. The interleague rivalry has been ongoing since 1999.
Oakland Athletics v. San Francisco Giants — Bay Bridge Series or Battle of the Bay. The two teams played in the 1989 World Series as well as the 1905 World Series, 1911 World Series, and 1913 World Series when they were located in Philadelphia and New York, respectively. The interleague rivalry has been played yearly since it began in 1999.
San Diego Padres v. Seattle Mariners — The two teams were once the only west-coast teams not to be paired up with another interleague rival. The two teams share a Spring Training complex in Peoria, Arizona. Often cited as a counterargument against the "rivalry" series in general due to the teams' lack of a historical rivalry and their locations on opposite ends of the Pacific Coast (and the I-5 corridor), as well as both teams' general underachievement throughout their time as "rivals." Sometimes jokingly referred to as the Vedder Cup after Pearl Jam singer Eddie Vedder, who has lived in both cities (although Vedder himself, raised in the Chicago area, is a Chicago Cubs fan). The rivalry was introduced in 1999 and has been played as a formal rivalry yearly since except in 2002, 2004, 2015, 2017, 2018, and 2021.
In 2014, the ten teams that qualified for the postseason were five pairs of geographical rivals: the Angels, Athletics, Orioles, Royals, and Tigers from the AL; and Dodgers, Giants, Nationals, Cardinals, and Pirates from the NL.
Split rivalries
Beginning in 2013, five teams in each league, two in each East division and three in each West division that had no formal rivalries formed "split rivalries." While the East divisions see rivalry pairings mostly alternate from year to year, the West divisions have so far seen four different variations of pairings between the six teams that are largely erratic.
In the East:
2013, 2015, 2017, 2019, 2021:
Boston Red Sox v. Philadelphia Phillies — These two teams played in the 1915 World Series. Previously played as rivals in 2006 and 2010.
Toronto Blue Jays v. Atlanta Braves — These two teams played in the 1992 World Series.
2014, 2016, 2018, 2020, 2022, 2023, 2024:
Boston Red Sox v. Atlanta Braves — The Braves played in Boston as the Boston Red Stockings, Red Caps, Beaneaters, Doves, Rustlers, and Braves from 1871 through 1952. The teams played 104 exhibition games in a series known as the City Series or Trolley Series throughout their shared time in Boston. The two teams continued to play exhibition games from 1957 to 1966 when the Braves moved to Milwaukee in a series known as the Jimmy Fund Game. The rivalry existed in 1999 to 2002, 2007, 2009, and even-numbered years between 2013 and 2022, 2023, and 2024.
Toronto Blue Jays v. Philadelphia Phillies — These two teams played in the 1993 World Series, where Joe Carter hit a walk-off home run during Game 6. Previously played as rivals in 2009.
In the West:
2013, 2019, 2023, 2024:
Houston Astros v. Colorado Rockies - The two teams played as NL West division rivals in 1993, the Rockies’ first season, prior to the 1994 divisional realignment.
Seattle Mariners v. San Diego Padres — The two teams were once the only west-coast teams not to be paired up with another interleague rival. The two teams share a Spring Training complex in Peoria, Arizona. Often cited as a counterargument against the "rivalry" series in general due to the teams' lack of a historical rivalry and their locations on opposite ends of the Pacific Coast (and the I-5 corridor), as well as both teams' general underachievement throughout their time as "rivals." Sometimes jokingly referred to as the Vedder Cup after Pearl Jam singer Eddie Vedder, who has lived in both cities (although Vedder himself, raised in the Chicago area, is a Chicago Cubs fan). The rivalry was introduced in 1999 and had been played as a formal rivalry yearly except in 2002 and 2004, until the introduction of split rivalries in 2013.
Texas Rangers v. Arizona Diamondbacks — Previously played as rivals from 1998 to 2000 before it was replaced with the interleague Lone Star Series. The two teams would meet in the 2023 World Series.
2014, 2016, 2020, 2022:
Houston Astros v. Arizona Diamondbacks
Seattle Mariners v. San Diego Padres
Texas Rangers v. Colorado Rockies
2015, 2017, 2018:
Houston Astros v. Arizona Diamondbacks
Seattle Mariners v. Colorado Rockies
Texas Rangers v. San Diego Padres
2021:
Houston Astros v. San Diego Padres
Seattle Mariners v. Arizona Diamondbacks
Texas Rangers v. Colorado Rockies
Former interleague rivalries
Baltimore Orioles v. Philadelphia Phillies — Played from 1999 to 2005. 2006 the Washington Nationals replaced the Phillies as the Orioles' rival. Although the Nationals moved to Washington in 2005, the schedule for that season was already established, so the Washington-Baltimore rivalry series could not start until the next season. Therefore, in 2005 the Orioles played the Phillies as their rival for the last time, while Washington played Montreal's planned 2005 schedule, which included what would have been the Expos's interleague rivalry games with the Toronto Blue Jays. These two teams also played against each other in the 1983 World Series.
Houston Astros v. Texas Rangers (Lone Star Series) — Played from 2001 to 2012. In 2013, the Astros moved to the American League West, and the two teams began to play against each other 19 times a year as divisional rivals and then later reduced to 13 in 2023.
Montreal Expos v. Toronto Blue Jays (Pearson Cup or The All-Canadian Series) — Played from 1999 to 2004 (and by Washington against Toronto in 2005). By the time the Expos moved to Washington, D.C., to become the Washington Nationals for the 2005 season, the 2005 schedule already had been set, so the Nationals played what had been intended as Montreal's rivalry series with the Blue Jays that season. In 2006, the Nationals began playing the Baltimore Orioles annually as their interleague rival.
Over the 14 seasons of interleague rivalries when the leagues had unequal teams between 1999 and 2012, several rivalries only occurred once for the sake of scheduling and had no geographic basis. These would never occur again as formal interleague rivalries after leagues were balanced in 2013.
Arizona Diamondbacks v. Detroit Tigers in 2005
Boston Red Sox v. Miami Marlins in 2012 (concurrent with the Citrus Series)
Colorado Rockies v. Detroit Tigers in 2003
Detroit Tigers v. St. Louis Cardinals in 1999
Kansas City Royals v. Pittsburgh Pirates in 2000
Los Angeles Dodgers v. Toronto Blue Jays in 2007 (concurrent with the Freeway Series)
In 2020, the Pittsburgh Pirates played a one-off rivalry series against the Cleveland Guardians and the Detroit Tigers played one against the Cincinnati Reds (two teams having faced off in the 1940 World Series) instead of facing off in their usual rivalries, though the Pirates and Tigers still played a 3 game set and the Ohio Cup was still played for during a 4 game set.
Scheduling
1997–1998: Beginnings of interleague play
1997 was the first year of regular season interleague play. The 20 teams in the East and Central divisions played 15 games each in five three-game series. The eight teams in the West divisions played 16 games each in eight two-game series, playing home and away two-game series against each team.
1998 saw the addition of two expansion teams; with the Milwaukee Brewers' move to the National League, the leagues were now unequal in size. All the teams in the American League played 16 interleague games, playing one four-game series (split into two home, two away) and four three-game series. National League teams played between 12 and 16 interleague games.
1999–2012: Three weeks in June
From 1999 through 2012, each team in the American League played 18 interleague games a year, but because the National League had two more teams than the American, only four NL teams would play a full 18-game interleague schedule, with the remaining twelve teams playing only 15; occasionally an NL team played only 12 interleague games, allowing a fifth team in the league to play a full slate. With the exception of the two NL teams playing each other, all teams were involved in interleague play at the same time (typically in June and July), playing only interleague opponents until the interleague schedule was complete for the year. The schedule was later changed to occur only in June; in 2005, it was changed again to allow for more weekend interleague games, with each team playing one series during the third weekend in May and the rest in mid-to-late June (occasionally stretching into early July).
Because of the existence of "natural rivals", not every matchup was played within each matched pair of divisions; for instance, the Milwaukee Brewers faced only Baltimore and Boston from the AL East in 2003, then met New York, Tampa Bay, and Toronto in 2005.
2013–2022: Astros join American League
In 2013, the Houston Astros joined the American League, giving each league 15 teams and thereby necessitating that interleague games be played throughout the season, including on Opening Day and during key division races all the way to the end of the season. This did not require expanding the total number of interleague games, because the probability of an interleague game during the era in which the Astros played in the NL was 252/2430 or about 1 in 9.6 games. With an odd number of teams in each league, one team in each league would be the "odd man out" and have to play an interleague game to fill out the schedule, meaning as few as 1 in 15 games could be interleague (14 AL teams in 7 AL games, 14 NL teams in 7 NL games and 1 AL and 1 NL team in an interleague game). Despite this, there have been proposals to increase interleague play to 30 games or beyond. A smaller increase took place immediately, having every team play 20 interleague games starting 2013.
From 2013 to 2022, each team played 20 interleague games across eight series. Each team played one three-game series against four teams from one division in the other league, and two two-game series (one home, one away) against the remaining team in that division. Divisions had been rotated since 2002 but teams did not necessarily play everyone in that division prior to 2013. The remaining four games were played against a team's "natural rival" in home and home two-game series. From 2013 to 2017, these two series were back-to-back at one venue on Monday and Tuesday and at the other team's venue that Wednesday and Thursday. Should a team's natural rival be a member of the division they are scheduled to play as part of the yearly rotation (this first occurred for all teams in 2015), the team would play home-and-home three game series against the natural rival, home-and-home two game series against two other opponents, and single three game series against the last two (one home, one away). Because the requirement for nearly daily interleague play (the only exception being if not all teams are playing) spreads out interleague play throughout the year, not every team will be in interleague play on the same day. Due to the 2016 CBA lengthening the schedule by four days, 2018 was the first year during which no team was required to play back-to-back home-and-home two game series against any other team.
In 2020 due to the COVID-19 pandemic the schedule was shortened from 162 games to 60 and interleague opponents were switched to the corresponding divisions. The teams played 20 interleague games using the same format that was in place in 2015 and 2018, when the same geographic divisions were aligned together for interleague play. In 2020 only, the Central's "natural rivals" were altered to include Cleveland v. Pittsburgh and Detroit v. Cincinnati instead of the usual Cleveland v. Cincinnati and Detroit v. Pittsburgh.
2023–present: Expanded interleague play
As part of the Collective Bargaining Agreement signed in 2022, interleague play was expanded from 20 to 46 games per team per season, starting in 2023. Each team will play a four game series in a home-and-home format (2 games at each team's park), against its natural rival and a single three-game series against the other 14 interleague opponents, with the venue alternating every year. Teams without natural rivals continue to have rivalry matchups assigned to them.
Most days, there will be either one, three, or five interleague games scheduled, as an average of around 3.8 interleague games are played per day. With 15 teams in each league, the number of interleague games is almost always odd, with exceptions based on when teams from each of the AL and NL have the same off day. Doubleheaders and make-up games also apply should a rainout or other extended delay requires one or more games to be postponed.
Other
On April 1, 2013, an interleague game was played on Opening Day for the first time, between the Los Angeles Angels of Anaheim and the Cincinnati Reds at Great American Ball Park, with the Angels claiming the distinction of winning that game, 3–1, in 13 innings. Also, on September 29, 2013, for the first time in major league baseball history, an interleague game was played on the last day of the regular season, between the Miami Marlins and the Detroit Tigers at Marlins Park. The Marlins not only claimed the distinction of winning that game, 1–0, in walk-off fashion, but also saw their pitcher Henderson Álvarez pitch a no-hitter, marking just the 7th time a no-hitter was tossed in an interleague contest.
On April 3, 2016, for the first time in MLB history, the previous year's World Series participants faced off on Opening Day the following year. The Kansas City Royals hosted the New York Mets at Kauffman Stadium in a nationally televised game and won, 4–3.
With the Pittsburgh Pirates' victory over the Oakland Athletics on July 10, 2013, every team has beaten every other team at least once; the A's had previously been 11–0 all time against the Pirates.
Every team has also hosted and visited every other team at least once. This distinction was completed in July 2016 when the San Diego Padres made their first trip to Toronto. The two teams had previously played in San Diego in 2004, 2010, and 2013.
From 1997–2001, the divisions were paired with their geographical counterpart (AL East vs. NL East, AL Central vs. NL Central, AL West vs. NL West). Beginning in 2002, the divisional pairings rotated. The geographical counterparts were initially skipped in 2004, but returned to the schedule in 2006, creating a three-year rotation that remained in use for over a decade. In 2020, due to the COVID-19 pandemic, the originally scheduled matchups were adjusted in order to limit travel. Divisional pairings before 2023 were:
Starting in 2023 with the new collective bargaining agreement, every team will play every other team regardless of league, for a total of 46 games per season. The format is a four game home and home series against the geographic rival and a single three game series against the other 14 interleague opponents, with location to rotate every other year.
Arguments
Since its introduction, regular-season interleague play has continued to be a source of controversy among baseball fans and others involved with the sport. Among the arguments used in favor of and in opposition to interleague play are the following:
Pros
Interleague play increases attendance; however, these numbers may be skewed, as interleague games were previously primarily played on weekends in June, when attendance is higher across the board, school is not in session and temperatures are higher than some of the other months of the season. However, season-long interleague play should mitigate this statistical bias.
Fans can see players they might not otherwise get to see, especially those who have only ever played in one league.
Certain geographic rivalries are played out during the regular season that otherwise might not happen for years at a time. The Yankees now play four games against the Mets each season, whereas they would only have gone head to head in the 2000 World Series if not for interleague play. From 1962 until interleague play, the Mets and the Yankees had only played each other in the Mayor's Trophy Game (held from 1963 to 1983), which was an exhibition game even though it was played during the regular season.
It creates matchups that might not have been seen in generations. For example:
During the 2004 season, the Giants and Red Sox played each other for the first time since meeting in the 1912 World Series.
The Red Sox had never played at Wrigley Field (an NL park since 1916) until 2005. Conversely, the Chicago Cubs' trip to Fenway Park in 2011 was their first appearance there since the teams met in the 1918 World Series. The Cubs played their home games in that series in the more expansive Comiskey Park.
In 2004, the Yankees and Dodgers met for the first time since the 1981 World Series at Dodger Stadium. They didn't meet at the Bronx until 2013, making the Dodgers the only team to never have played a regular season game at the old Yankee Stadium.
In 2008, the New York Yankees visited the Pittsburgh Pirates for the first time since the 1960 World Series.
It allows for a rematch of the previous World Series. Starting 2023, this is guaranteed to happen once per year as all 30 teams will play each other. The most notable example of this before 2023 came in 2016, when the New York Mets and Kansas City Royals, who met in the 2015 World Series, met again on Opening Day in Kansas City.
It allows the relative strength of the two leagues to be measured against each other over a large assortment of games, rather than just in the World Series once per year.
Cons
Most American League pitchers do not like taking batting practice for the opportunity to bat in one or two games (unless they have previously played in the National League). These pitchers are also unaccustomed to running the bases, which can lead to injury and premature fatigue. (For example, Chien-Ming Wang of the New York Yankees suffered a season-ending lisfranc sprain on his right foot when running the bases during an interleague game against the Houston Astros in 2008.)
The addition of the designated hitter to the NL greatly reduced these occurrences beginning in the 2022 season. However, a pitcher who bats as the DH is allowed to remain as DH even if he is relieved on the mound.
The World Series and All-Star Game lose the prestige that used to result from the two leagues playing completely exclusive schedules during the regular season: in the case of the World Series, the "best in the American League" playing the "best in the National League" for the only time that season.
More games against interleague opponents means fewer games against same-league and division rivals – the latter of which may be more compelling. However, the leagues currently play an unbalanced schedule that favors divisional opponents rather than teams from other divisions (which is important due to the postseason qualifying structure – only the best team from a given division is guaranteed a berth in the postseason).
Starting in 2023, divisional games were reduced from 19 to 13 per season, while every team plays three games against every interleague opponent except for four against their geographic rival. These changes were intended to address strength-of-schedule disparities that could potentially skew a wildcard race, with playoffs expanded to six teams per league.
Some have argued that the AL possesses an unfair advantage over the NL because of the designated hitter rule in the AL, citing the overwhelming dominance of the AL in interleague play for more than a decade. When NL teams are on the road, they are forced to find a DH in place of their pitcher, who would normally bat ninth. Sometimes, the NL team will use one of their star hitters as the DH and use a bench player to fill in for the appointed DH, and other times, the NL team will simply use a bench player as the DH and have him bat later. In either case, however, the benefits of using a DH in place of the pitcher are minimal, especially considering that the AL designated hitters have seen more action in their positions and that AL teams still possess their full 9-man batting lineup. Even when the NL team is hosting, arguments have been made that there is no real benefit for the NL team either. For the most part, designated hitters are also passable fielders, meaning that they can still be used in the game. And even though the AL team has to take a player out of their lineup, it leaves them with a starting player available to pinch-hit and/or come in as a substitute player later in the game, as opposed to a bench player on an NL team. And although AL pitchers see less action than NL pitchers, stats have showed that AL pitcher batting average is not much lower than NL pitcher batting average, in large part due to the fact that several AL pitchers have played in the NL. For these reasons, some have argued that the NL should adopt the DH, while others have argued that the AL should drop the DH.
The NL did eventually adopt the DH as part of the 2022 CBA, eliminating the strategical disparity of interleague play.
These cons applied primarily to the 1997–2001 and/or 2002–2012 formats and not necessarily to the current format:
The "rivalry" series that consist of six games a year for some teams leads to further scheduling inequities. For example, the AL West race can be skewed by Seattle getting six games per year against last-place San Diego and Oakland's six matchups against defending champion San Francisco.
Some teams play a certain inter-league team more than a certain intra-league team. For example, the Washington Nationals played the Baltimore Orioles (an AL team) 6 times in the 2012 season, and the San Diego Padres and Pittsburgh Pirates (NL teams) only 5 times each. This is no longer the case since 2013, when every pair of intra-league foes are guaranteed six meetings against each other, three at each venue.
Most notably, teams no longer play identical opponents as their divisional rivals, and even where they do, they don't always play them an identical number of times. This can lead to "strength of schedule" disparities like those the NFL has to deal with on a yearly basis.
For example, in 2005, the San Diego Padres played every AL Central team except for Kansas City, who had the worst record in the league, as well as six games against Seattle, who finished that season 69–93. Meanwhile, their division rivals, the San Francisco Giants, played every AL Central team except for the Chicago White Sox, who had the best record in the AL and went on to win the World Series, in addition to six against Oakland, who was in playoff contention for most of the season.
See also
Major League Baseball rivalries
List of Major League Baseball awards
References
Notes
External links
For head-to-head listings, choose team and the time period to get full list and results
Baseball terminology
Major League Baseball competitions
Recurring sporting events established in 1997
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https://en.wikipedia.org/wiki/Churches%20of%20Christ
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Churches of Christ
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The Churches of Christ, most commonly known as the Church of Christ or church of Christ, is a loose association of autonomous Christian congregations. The Churches of Christ are represented across the world. Typically, their distinguishing beliefs are that of the necessity of baptism for salvation and the prohibition of instruments in worship. Many Churches identify themselves as being nondenominational. The Churches of Christ arose in the United States from the Restoration Movement of 19th-century Christians who declared independence from denominations and traditional creeds. They sought "the unification of all Christians in a single body patterned after the original church of the New Testament."
The Restoration Movement was not a purely North American phenomenon. There are now Churches of Christ in Africa, Asia, Australia, South America, Central America, and Europe.
Overview
Modern Churches of Christ have their historical roots in the Restoration Movement, which was a converging of Christians across denominational lines in search of a return to an original, "pre-denominational" Christianity. Participants in this movement sought to base their doctrine and practice on the Bible alone, rather than recognizing the traditional councils and denominational hierarchies that had come to define Christianity since the first century A.D. Members of the Churches of Christ believe that Jesus founded only one church, that the current divisions among Christians do not express God's will, and that the only basis for restoring Christian unity is the Bible. They simply identify themselves as "Christians", without using any other forms of religious or denominational identification. They believe that they are recreating the New Testament church as established by Christ.
Churches of Christ generally share the following theological beliefs and practices:
Autonomous, congregational church organization without denominational oversight;
Refusal to hold to any formal creeds or informal "doctrinal statements" or "statements of faith", stating instead a reliance on the Bible alone for doctrine and practice;
Local governance by a plurality of male elders;
Baptism by immersion of consenting believers in the Name of Jesus Christ for the forgiveness of sins;
Weekly observance of the Lord's Supper on Sunday
In British congregations, the term "breaking of bread" is commonly used.
In American congregations, the terms "Communion" or "body and blood" are used.
Churches of Christ typically offer open communion on the first day of each week, offering the bread and fruit of the vine to all present at each person's self-examination.
Practice of a cappella singing is the norm in worship, based on New Testament passages teaching to sing for worship, with no mention of instrumental music (and also that worship in church assemblies for centuries in the early Church practiced a cappella singing). (Ephesians 5:19)
In keeping with their history, the Churches of Christ claim the New Testament as their sole rule of faith and practice in deciding matters of doctrine and ecclesiastical structure. They view the Old Testament as divinely inspired and historically accurate, but they do not consider its laws to be binding under the New Covenant in Christ (unless they are repeated in the New Testament) (Hebrews 8: 7–13). They believe that the New Testament demonstrates how a person may become a Christian (and thus a part of the universal Church of Christ) and how a church should be collectively organized and carry out its scriptural purposes.
Demographics
In 2022, the total membership of Churches of Christ is estimated to be between 1,700,000 and 2,000,000, with over 40,000 individual congregations worldwide. In the United States, there are approximately 1,087,559 members and 11,776 congregations. Overall U.S. membership was approximately 1.3 million in 1990 and 1.3 million in 2008. Estimates of the proportion of the US adult population associated with the Churches of Christ vary from 0.8% to 1.5%. Approximately 1,240 congregations, with 172,000 members, are predominantly African-American; 240 congregations with 10,000 members are Spanish-speaking. The average congregation size is approximately 100 members, with larger congregations reporting over 1,000 members. In 2000, the Churches of Christ were the 12th largest religious group in the U.S. based on the number of members, but the 4th largest in number of congregations.
Within the U.S., membership in the Churches of Christ has declined by approximately 12% over the period from 1980 through 2007. The current retention rate of young adults graduating from high school appears to be approximately 60%. Membership is concentrated, with 70% of the U.S. membership, in thirteen states. Churches of Christ had a presence in 2,429 counties, placing them fifth behind the United Methodist Church, Catholic Church, Southern Baptist Convention and Assemblies of God – but the average number of adherents per county was approximately 677. The divorce rate was 6.9%, much lower than national averages.
Name
"Church of Christ" is the most common name used by this group. In keeping with their focus of not being a denomination, using Ephesians 1:22–23 as reference to the church being the body of Christ and a body cannot be divided, congregations have identified themselves primarily as community churches and secondarily as Churches of Christ. A much earlier tradition is to identify a congregation as "the church" at a particular location, with no other description or qualifiers. A primary motivation behind the name is the desire to use a scriptural or Biblical name – to identify the church using a name that is found in the New Testament. Adherents are also referred to as Campbellites by academics and other denominations because it is assumed that they are followers of the teachings of Alexander Campbell, similar to Lutherans or Calvinists. Campbell himself refuted the idea that a denomination was started by him or that he was the head of one in The Christian Baptist publication in 1826 and 1828, stating: "Some religious editors in Kentucky call those who are desirous of seeing the ancient order of things restored, 'the Restorationers', 'the Campbellites'... This may go well with some; but all who fear God and keep his commands will pity and deplore the weakness and folly of those who either think to convince or to persuade by such means" (The Christian Baptist, Vol. IV, 88–89) and: "It is a nickname of reproach invented and adopted by those whose views, feelings and desires are all sectarian – who cannot conceive of Christianity in any other light than an ISM" (The Christian Baptist, Vol. V, 270). He was also associated with the Baptist denomination until 1820. The term "Campbellite" is usually offensive to members of the churches of Christ because members claim no allegiance to anyone except Jesus Christ and teach only what is presented in biblical texts.
Alexander Campbell said the goal was to "[c]all Bible things by Bible names". This became an early slogan of the Restorationist Movement. These congregations generally avoid names that associate the church with a particular man (other than Christ) or a particular doctrine or theological point of view (e.g., Lutheran, Wesleyan, Reformed). They believe that Christ established only one church, and that the use of denominational names serves to foster division among Christians. Thomas Campbell expressed an ideal of unity in his Declaration and Address: "The church of Jesus Christ on earth is essentially, intentionally, and constitutionally one." This statement essentially echoes the words of Jesus Christ in John 17:21, 23.
Other terms are derived from their use in the New Testament: "church of God", "church of the Lord", "churches of Christ", "church of the first-born", "church of the living God", "the house of God", and "the people of God", while terms recognized as scriptural, such as Church of God, are avoided to prevent confusion or identification with other groups that use those designations. As a practical matter, use of a common term is seen as a way to help individual Christians find congregations with a similar approach to the scriptures. Members understand that a scriptural name can be used in a "denominational" or "sectarian" way. Using the term "Church of Christ" exclusively has been criticized as identifying a denomination. Many congregations and individuals do not capitalize the word "church" in the phrases "church of Christ" and "churches of Christ". This is based on the understanding that the term "church of Christ" is used in the New Testament as a descriptive phrase, indicating that the church belongs to Christ, rather than as a proper name.
Church organization
Congregational autonomy and leadership
Church government is congregational rather than denominational. Churches of Christ purposefully have no central headquarters, councils, or other organizational structure above the local church level. Rather, the independent congregations are a network with each congregation participating at its own discretion in various means of service and fellowship with other congregations (see Sponsoring church (Churches of Christ)). Churches of Christ are linked by their shared commitment to Biblical restoration principles. Congregations which do not participate with other church congregations and which refuse to pool resources in order to support outside causes (such as mission work, orphanages, Bible colleges, etc.) are sometimes called "non-institutional."
Congregations are generally overseen by a plurality of elders who are sometimes assisted in the administration of various works by deacons. Elders are generally seen as responsible for the spiritual welfare of the congregation, while deacons are seen as responsible for the non-spiritual needs of the church. Deacons serve under the supervision of the elders, and are often assigned to specific ministries. Successful service as a deacon is often seen as preparation for the eldership. Elders and deacons are appointed by the congregation based on the qualifications found in and , including that the persons must be male (female elders and deaconesses are not recognized, as these are not found in Scripture). Congregations look for elders who have a mature enough understanding of scripture to enable them to supervise the minister and to teach, as well as to perform "governance" functions. In the absence of willing men who meet these qualifications, congregations are sometimes overseen by the congregation's men in general.
While the early Restoration Movement had a tradition of itinerant preachers rather than "located Preachers", during the 20th century a long-term, formally trained congregational minister became the norm among Churches of Christ. Ministers are understood to serve under the oversight of the elders and may or may not also be qualified as an elder. While the presence of a long-term professional minister has sometimes created "significant de facto ministerial authority" and led to conflict between the minister and the elders, the eldership has remained the "ultimate locus of authority in the congregation". There is, however, a small segment of Churches of Christ who oppose the "located minister" concept (see below).
Churches of Christ hold to the priesthood of all believers. No special titles are used for preachers or ministers that would identify them as "clergy". Many ministers have undergraduate or graduate education in religion, or specific training in preaching through a non-college school of preaching. Churches of Christ emphasize that there is no distinction between "clergy" and "laity" and that every member has a gift and a role to play in accomplishing the work of the church.
Variations within Churches of Christ
While there is an identifiable mainstream within the Churches of Christ, there are also significant variations within the fellowship. The approach taken to restoring the New Testament church has focused on "methods and procedures" such as church organization, the form of worship, and how the church should function. As a result, most divisions among Churches of Christ have been the result of "methodological" disputes. These are meaningful to members of this movement because of the seriousness with which they take the goal of "restoring the form and structure of the primitive church".
Three quarters of the congregations and 87% of the membership are described by The Encyclopedia of the Stone-Campbell Movement as "mainstream", sharing a general consensus on practice and theology.
Congregational a cappella music from hymnals (perhaps pitched from a pitch pipe), but directed by any capable song-leader motioning the time signature, is notably characteristic of the Churches of Christ. Few congregations clap hands or use musical instruments during "formal" weekly convocations.
The remaining congregations may be grouped into four categories which generally differ from the mainstream consensus in specific practices, rather than in theological perspectives, and tend to have smaller congregations on average.
The largest of these four categories is the "non-institutional" Churches of Christ. This group is notable for opposing congregational support of institutions such as orphanages and Bible colleges. Similarly, non-institutional congregations also oppose the use of church facilities for non-church activities (such as fellowship dinners or recreation); as such, they oppose the construction of "fellowship halls", gymnasiums, and similar structures. In both cases, opposition is based on the belief that support of institutions and non-church activities are not proper functions of the local congregation. Approximately 2,055 congregations fall into this category.
The remaining three groups, whose congregations are generally considerably smaller than those of the mainstream or non-institutional groups, also oppose institutional support as well as "fellowship halls" and similar structures (for the same reasons as the non-institutional groups), but differ by other beliefs and practices (the groups often overlap, but in all cases hold to more conservative views than even the non-institutional groups):
One group opposes separate "Sunday School" classes for children or gender-separated (the groups thus meet only as a whole assembly in one area); this group consists of approximately 1,100 congregations. The no Sunday School group generally overlaps with the "one-cup" group and may overlap with the "mutual edification" group as defined below.
Another group opposes the use of multiple communion cups (the term "one-cup" is often used, sometimes pejoratively as "one-cuppers", to describe this group); there are approximately 550 congregations in this group. Congregations in this group differ as to whether "the wine" should be fermented or unfermented, whether the cup can be refilled if during the service it runs dry (or even if it is accidentally spilled), and whether "the bread" can be broken ahead of time or must be broken by the individual participant during Lord's Supper time.
The last and smallest group "emphasize[s] mutual edification by various leaders in the churches and oppose[s] one person doing most of the preaching" (the term "mutual edification" is often used to describe this group); there are approximately 130 congregations in this grouping.
Beliefs
Churches of Christ seek to practice the principle of the Bible being the only source to find doctrine (known elsewhere as sola scriptura). The Bible is generally regarded as inspired and inerrant. Churches of Christ generally see the Bible as historically accurate and literal, unless scriptural context obviously indicates otherwise. Regarding church practices, worship, and doctrine, there is great liberty from congregation to congregation in interpreting what is biblically permissible, as congregations are not controlled by a denominational hierarchy. Their approach to the Bible is driven by the "assumption that the Bible is sufficiently plain and simple to render its message obvious to any sincere believer". Related to this is an assumption that the Bible provides an understandable "blueprint" or "constitution" for the church.
Historically, three hermeneutic approaches have been used among Churches of Christ.
Analysis of commands, examples, and necessary inferences;
Dispensational analysis distinguishing between Patriarchal, Mosaic and Christian dispensations (however, Churches of Christ are amillennial and generally hold preterist views); and
Grammatico-historical analysis.
The relative importance given to each of these three strategies has varied over time and between different contexts. The general impression in the current Churches of Christ is that the group's hermeneutics are entirely based on the command, example, inference approach. In practice, interpretation has been deductive, and heavily influenced by the group's central commitment to ecclesiology and soteriology. Inductive reasoning has been used as well, as when all of the conversion accounts from the book of Acts are collated and analyzed to determine the steps necessary for salvation. One student of the movement summarized the traditional approach this way: "In most of their theologizing, however, my impression is that spokespersons in the Churches of Christ reason from Scripture in a deductive manner, arguing from one premise or hypothesis to another so as to arrive at a conclusion. In this regard the approach is much like that of science which, in practice moves deductively from one hypothesis to another, rather than in a Baconian inductive manner." In recent years, changes in the degree of emphasis placed on ecclesiology and soteriology has spurred a reexamination of the traditional hermeneutics among some associated with the Churches of Christ.
A debate arose during the 1980s over the use of the command, example, necessary inference model for identifying the "essentials" of the New Testament faith. Some argued that it fostered legalism, and advocated instead a hermeneutic based on the character of God, Christ and the Holy Spirit. Traditionalists urged the rejection of this "new hermeneutic". Use of this tripartite formula has declined as congregations have shifted to an increased "focus on 'spiritual' issues like discipleship, servanthood, family and praise". Relatively greater emphasis has been given to Old Testament studies in congregational Bible classes and at affiliated colleges in recent decades. While it is still not seen as authoritative for Christian worship, church organization, or regulating the Christian's life, some have argued that it is theologically authoritative.
Many scholars associated with the Churches of Christ embrace the methods of modern Biblical criticism but not the associated anti-supernaturalistic views. More generally, the classical grammatico-historical method is prevalent, which provides a basis for some openness to alternative approaches to understanding the scriptures.
Doctrine of salvation (soteriology)
Churches of Christ are strongly anti-Lutheran and anti-Calvinist in their understanding of salvation and generally present conversion as "obedience to the proclaimed facts of the gospel rather than as the result of an emotional, Spirit-initiated conversion". Churches of Christ hold the view that humans of accountable age are lost because they have committed sins. These lost souls can be redeemed because Jesus Christ, the Son of God, offered himself as the atoning sacrifice. Children too young to understand right from wrong and make a conscious choice between the two are believed to be innocent of sin. There is no set age for this to occur; it is only when the child learns the difference between right and wrong that they are accountable (). Congregations differ in their interpretation of the age of accountability.
Churches of Christ generally teach that the process of salvation involves the following steps:
One must be properly taught, and hear ();
One must believe or have faith (, );
One must repent, which means turning from one's former lifestyle and choosing God's ways ();
One must confess belief that Jesus is the son of God ();
One must be baptized in the name of Jesus Christ (); and
One must live faithfully as a Christian ().
Beginning in the 1960s, many preachers began placing more emphasis on the role of grace in salvation, instead of focusing exclusively on implementing all of the New Testament commands and examples. This was not an entirely new approach, as others had actively "affirmed a theology of free and unmerited grace", but it did represent a change of emphasis with grace becoming "a theme that would increasingly define this tradition".
Baptism
Baptism has been recognized as the important initiatory rite throughout the history of the Christian Church, but Christian groups differ over the manner and time in which baptism is administered, the meaning and significance of baptism, its role in salvation, and who is a candidate for baptism.
Baptism in Churches of Christ is performed only by bodily immersion, based on the Koine Greek verb βαπτίζω (baptizō) which is understood to mean to dip, immerse, submerge or plunge. Immersion is seen as more closely conforming to the death, burial, and resurrection of Jesus than other modes of baptism. Churches of Christ argue that historically immersion was the mode used in the first century, and that pouring and sprinkling emerged later. Over time these secondary modes came to replace immersion, in the State Churches of Europe. Only those mentally capable of belief and repentance are baptized (e.g., infant baptism is not practiced).
Churches of Christ have historically had the most conservative position on baptism among the various branches of the Restoration Movement, understanding that repentance and baptism by immersion are necessary parts of conversion. The most significant disagreements concerned the extent to which a correct understanding of the role of baptism is necessary for its validity. David Lipscomb argued that if a believer was baptized out of a desire to obey God, the baptism was valid, even if the individual did not fully understand the role baptism plays in salvation. Austin McGary argued that to be valid, the convert must also understand that baptism is for the forgiveness of sins. McGary's view became the prevailing one in the early 20th century, but the approach advocated by Lipscomb never totally disappeared. More recently, the rise of the International Churches of Christ, who "reimmersed some who came into their fellowship, even those previously immersed 'for remission of sins' in a Church of Christ," has caused some to reexamine the question of rebaptism.
Churches of Christ consistently teach that in baptism a believer surrenders his life in faith and obedience to God, and that God "by the merits of Christ's blood, cleanses one from sin and truly changes the state of the person from an alien to a citizen of God's kingdom. Baptism is not a human work; it is the place where God does the work that only God can do." The term "alien" is used in reference to sinners as in . Members consider baptism a passive act of faith rather than a meritorious work; it "is a confession that a person has nothing to offer God". While Churches of Christ do not describe baptism as a "sacrament", their view of it can legitimately be described as "sacramental". They see the power of baptism coming from God, who uses baptism as a vehicle, rather than from the water or the act itself, and understand baptism to be an integral part of the conversion process, rather than as only a symbol of conversion. A recent trend is to emphasize the transformational aspect of baptism: instead of describing it as nothing more than a legal requirement or sign of something that happened in the past, it is seen as "the event that places the believer 'into Christ' where God does the ongoing work of transformation". There is a minority that downplays the importance of baptism in order to avoid sectarianism, but the broader trend is to "reexamine the richness of the Biblical teaching of baptism and to reinforce its central and essential place in Christianity".
Because of the belief that baptism is a necessary part of salvation, some Baptists hold that the Churches of Christ endorse the doctrine of baptismal regeneration. However members of the Churches of Christ reject this, arguing that since faith and repentance are necessary, and that the cleansing of sins is by the blood of Christ through the grace of God, baptism is not an inherently redeeming ritual. One author describes the relationship between faith and baptism this way, "Faith is the reason why a person is a child of God; baptism is the time at which one is incorporated into Christ and so becomes a child of God" (italics are in the source). Baptism is understood as a confessional expression of faith and repentance, rather than a "work" that earns salvation.
A cappella worship
The Churches of Christ generally combine 1) the lack of any historical evidence that the early church used musical instruments in worship and 2) the lack of scriptural support in the New Testament authorizing the use of instruments in worship service to decide that instruments should not be used today in worship. The term a cappella comes from the Italian "as the church", "as chapel", or "as the choir". As such, Churches of Christ have typically practiced a cappella music in worship services.
However, not all Churches of Christ abstain from instruments. The use of musical instruments in worship was a divisive topic within the Stone-Campbell Movement from its earliest years, when some adherents opposed the practice on traditional grounds, while others may have relied on a cappella simply because they lacked access to musical instruments. Alexander Campbell opposed the use of instruments in worship. As early as 1855, some Restoration Movement churches were using organs or pianos, ultimately leading the Churches of Christ to separate from the groups that condoned instrumental music.
Scriptural backing given by members for the practice of a cappella includes:
: "And when they had sung a hymn, they went out to the Mount of Olives."
: "Therefore I will praise thee among the Gentiles, and sing to thy name";
: "... be filled with the Spirit, addressing one another in psalms and hymns and spiritual songs, singing and making melody to the Lord with all your heart,"
: "I will sing with the Spirit, and I will sing with the understanding also."
: "Let the word of Christ dwell in you richly; in all wisdom teaching and admonishing one another with psalms and hymns and spiritual songs, singing with grace in your hearts unto God."
: "I will declare thy name unto my brethren, in the midst of the church will I sing praise unto thee."
: By him therefore let us offer the sacrifice of praise to God continually, that is, the fruit of our lips giving thanks to his name.
There are congregations that permit hand-clapping and a few that use musical instruments in worship. Some of the latter describe themselves as a "Church of Christ (Instrumental)".
Other theological tendencies
Many leaders argue that the Churches of Christ only follow the Bible and have no "theology". Christian theology as classically understood – the systematic development of the classical doctrinal topics – is relatively recent and rare among this movement. Because Churches of Christ reject all formalized creeds on the basis that they add to or detract from Scripture, they generally reject most conceptual doctrinal positions out of hand. Churches of Christ do tend to elaborate certain "driving motifs". These are scripture (hermeneutics), the church (ecclesiology) and the "plan of salvation" (soteriology). The importance of theology, understood as teaching or "doctrine", has been defended on the basis that an understanding of doctrine is necessary to respond intelligently to questions from others, to promote spiritual health, and to draw the believer closer to God.
Eschatology
Regarding eschatology (a branch of theology concerned with the final events in the history of the world or of humankind), Churches of Christ are generally amillennial, their originally prevalent postmillennialism (evident in Alexander Campbell's Millennial Harbinger) having dissipated around the era of the First World War. Before then, many leaders were "moderate historical premillennialists" who did not advocate specific historical interpretations. Churches of Christ have moved away from premillennialism as dispensational millennialism has come more to fore in Protestant evangelical circles. Amillennialism and postmillennialism are the prevailing views today.
Premillennialism was a focus of controversy during the first half of the 20th century. One of the most influential advocates for that point of view was Robert Henry Boll, whose eschatological views came to be most singularly opposed by Foy E. Wallace Jr. By the end of the 20th century, however, the divisions caused by the debate over premillennialism were diminishing, and in the 2000 edition of the directory Churches of Christ in the United States, published by Mac Lynn, congregations holding premillennial views were no longer listed separately.
Work of the Holy Spirit
During the late 19th century, the prevailing view in the Restoration Movement was that the Holy Spirit currently acts only through the influence of inspired scripture. This rationalist view was associated with Alexander Campbell, who was "greatly affected by what he viewed as the excesses of the emotional camp meetings and revivals of his day". He believed that the Spirit draws people towards salvation but understood the Spirit to do this "in the same way any person moves another—by persuasion with words and ideas". This view came to prevail over that of Barton W. Stone, who believed the Spirit had a more direct role in the life of the Christian. Since the early 20th century, many, but not all, among the Churches of Christ have moved away from this "word-only" theory of the operation of the Holy Spirit. As one scholar of the movement puts it, "[f]or better or worse, those who champion the so-called word-only theory no longer have a hold on the minds of the constituency of Churches of Christ. Though relatively few have adopted outright charismatic and third wave views and remained in the body, apparently the spiritual waves have begun to erode that rational rock." The Churches of Christ hold a cessationist perspective on the gifts of the Spirit.
The Trinity
Thomas Campbell and Barton W. Stone both publicly believed that God is made known in three persons: God the Father, God the Son, and God the Spirit. This traditional trinitarianism, greatly influenced the early church of Christ movement. Although churches of Christ have no formal overarching leadership, the Stone-Campbell belief on the Godhead prevailed throughout churches of Christ during their establishment.
Church history
The fundamental idea of "restoration" or "Christian Primitivism" is that problems or deficiencies in the church can be corrected by using the primitive church as a "normative model." The call for restoration is often justified on the basis of a "falling away" that corrupted the original purity of the church. This falling away is identified with the development of Catholicism and denominationalism. New Testament verses that discuss future apostasy () and heresy (e.g., , , ) are understood to predict this falling away. The logic of "restoration" could imply that the "true" church completely disappeared and thus lead towards exclusivism. Another view of restoration is that the "true Church ... has always existed by grace and not by human engineering" (italics in the original). In this view the goal is to "help Christians realize the ideal of the church in the New Testament – to restore the church as conceived in the mind of Christ" (italics in the original). Early Restoration Movement leaders did not believe that the church had ceased to exist, but instead sought to reform and reunite the church. A number of congregations' web sites explicitly state that the true church never disappeared. The belief in a general falling away is not seen as inconsistent with the idea that a faithful remnant of the church never entirely disappeared. Some have attempted to trace this remnant through the intervening centuries between the New Testament and the beginning of the Restoration Movement in the early 1800s.
One effect of the emphasis placed on the New Testament church is a "sense of historylessness" that sees the intervening history between the 1st century and the modern church as "irrelevant or even abhorrent." Authors within the brotherhood have recently argued that a greater attention to history can help guide the church through modern-day challenges.
Contemporary social and political views
The churches of Christ maintain a significant proportion of political diversity. According to the Pew Research Center in 2016, 50% of adherents of the churches of Christ identify as Republican or lean Republican, 39% identify as Democratic or lean Democratic and 11% have no preference. Despite this, the Christian Chronicle says that the vast majority of adherents maintain a conservative view on modern social issues. This is evident when the Research Center questioned adherents' political ideology. In the survey, 51% identified as "conservative", 29% identified as "moderate" and just 12% identified as "liberal", with 8% not knowing. In contemporary society, the vast majority of adherents of the churches of Christ view homosexuality as a sin. They cite Leviticus 18:22 and Romans 1:26–27 for their position. Most don't view same-sex attraction as a sin; however, they condemn "acting on same-sex desires". Mainstream and conservative Churches of Christ bar membership for openly LGBT individuals and do not bless or recognize any form of sexual same-sex relationships. Churches oppose same-sex relationships, transitioning to align gender identity, and all forms of what they describe as "sexual deviation", however, they say they don't view it as any worse than fornication or other sins.
History
Early Restoration Movement history
The Restoration Movement originated with the convergence of several independent efforts to go back to apostolic Christianity. Two were of particular importance to the development of the movement. The first, led by Barton W. Stone, began at Cane Ridge, Kentucky and called themselves simply "Christians". The second began in western Pennsylvania and was led by Thomas Campbell and his son, Alexander Campbell; they used the name "Disciples of Christ". Both groups sought to restore the whole Christian church on the pattern set forth in the New Testament, and both believed that creeds kept Christianity divided.
The Campbell movement was characterized by a "systematic and rational reconstruction" of the early church, in contrast to the Stone movement which was characterized by radical freedom and lack of dogma. Despite their differences, the two movements agreed on several critical issues. Both saw restoring the early church as a route to Christian freedom, and both believed that unity among Christians could be achieved by using apostolic Christianity as a model. The commitment of both movements to restoring the early church and to uniting Christians was enough to motivate a union between many in the two movements. While emphasizing that the Bible is the only source to seek doctrine, an acceptance of Christians with diverse opinions was the norm in the quest for truth. "In essentials, unity; in non-essentials, liberty; in all things, love" was an oft-quoted slogan of the period. The Stone and Campbell movements merged in 1832.
The Restoration Movement began during, and was greatly influenced by, the Second Great Awakening. While the Campbells resisted what they saw as the spiritual manipulation of the camp meetings, the Southern phase of the Awakening "was an important matrix of Barton Stone's reform movement" and shaped the evangelistic techniques used by both Stone and the Campbells.
Christian Churches and Churches of Christ separation
In 1906, the U.S. Religious Census listed the Christian Churches and the Churches of Christ as separate and distinct groups for the first time. This was the recognition of a division that had been growing for years under the influence of conservatives such as Daniel Sommer, with reports of the division having been published as early as 1883. The most visible distinction between the two groups was the rejection of musical instruments in the Churches of Christ. The controversy over musical instruments began in 1860 with the introduction of organs in some churches. More basic were differences in the underlying approach to Biblical interpretation. For the Churches of Christ, any practices not present in accounts of New Testament worship were not permissible in the church, and they could find no New Testament documentation of the use of instrumental music in worship. For the Christian Churches, any practices not expressly forbidden could be considered. Another specific source of controversy was the role of missionary societies, the first of which was the American Christian Missionary Society, formed in October 1849. While there was no disagreement over the need for evangelism, many believed that missionary societies were not authorized by scripture and would compromise the autonomy of local congregations. This disagreement became another important factor leading to the separation of the Churches of Christ from the Christian Church. Cultural factors arising from the American Civil War also contributed to the division.
In 1968, at the International Convention of Christian Churches (Disciples of Christ), those Christian Churches that favored a denominational structure, wished to be more ecumenical, and also accepted more of the modern liberal theology of various denominations, adopted a new "provisional design" for their work together, becoming the Christian Church (Disciples of Christ). Those congregations that chose not to be associated with the new denominational organization continued as undenominational Christian churches and churches of Christ, completing a separation that had begun decades before. The instrumental Christian Churches and Churches of Christ in some cases have both organizational and hermeneutical differences with the Churches of Christ discussed in this article. For example, they have a loosely organized convention and view scriptural silence on an issue more permissively, but they are more closely related to the Churches of Christ in their theology and ecclesiology than they are with the Disciples of Christ denomination. Some see divisions in the movement as the result of the tension between the goals of restoration and ecumenism, with the a cappella Churches of Christ and Christian churches and churches of Christ resolving the tension by stressing Bible authority, while the Christian Church (Disciples of Christ) resolved the tension by stressing ecumenism.
Race relations
Early Restoration Movement leaders varied in their views of slavery, reflecting the range of positions common in the Pre-Civil-War U.S. Barton W. Stone was a strong opponent of slavery, arguing that there was no Biblical justification for the form of slavery then being practiced in the United States and calling for immediate emancipation. Alexander Campbell represented a more "Jeffersonian" opposition to slavery, writing of it as more of a political problem than as a religious or moral one. Having seen Methodists and Baptists divide over the issue of slavery, Campbell argued that scripture regulated slavery rather than prohibited it, and that abolition should not be allowed to become an issue over which Christians would break fellowship with each other. Like the country as a whole, the assumption of white racial superiority was almost universal among those on all sides of the issue, and it was common for congregations to have separate seating for black members.
After the Civil War, black Christians who had been worshiping in mixed-race Restoration Movement congregations formed their own congregations. White members of Restoration Movement congregations shared many of the racial prejudices of the times. Among the Churches of Christ, Marshall Keeble became a prominent African-American evangelist. He estimated that by January 1919 he had "traveled 23,052 miles, preached 1,161 sermons, and baptized 457 converts".
During the Civil Rights Movement of the 1950s and 1960s the Churches of Christ struggled with changing racial attitudes. Some leaders, such as Foy E. Wallace Jr., and George S. Benson of Harding University railed against racial integration, saying that racial segregation was the Divine Order. Schools and colleges associated with the movement were at the center of the debate. N.B. Hardeman, the president of Freed-Hardeman, was adamant that the black and white races should not mingle, and refused to shake hands with black Christians. Abilene Christian College first admitted black undergraduate students in 1962 (graduate students had been admitted in 1961). Desegregation of other campuses followed.
Efforts to address racism continued through the following decades. A national meeting of prominent leaders from the Churches of Christ was held in June 1968. Thirty-two participants signed a set of proposals intended to address discrimination in local congregations, church affiliated activities and the lives of individual Christians. An important symbolic step was taken in 1999 when the president of Abilene Christian University "confessed the sin of racism in the school's past segregationist policies" and asked black Christians for forgiveness during a lectureship at Southwestern Christian College, a historically black school affiliated with the Churches of Christ.
Music
The tradition of a capella congregational singing in the Churches of Christ is deep set and the rich history of the style stimulated the creation of many hymns in the early 20th century. Notable Churches of Christ hymn writers have included Albert Brumley ("I'll Fly Away") and Tillit S. Teddlie ("Worthy Art Thou"). More traditional Church of Christ hymns commonly are in the style of gospel hymnody. The hymnal Great Songs of the Church, which was first published in 1921 and has had many subsequent editions, is widely used.
While the more conservative and traditional Churches of Christ do not use instruments, since the early 2000s about 20 in the U.S., typically larger congregations, have introduced instruments in place of a strictly a cappella style.
Institutional controversy
After World War II, Churches of Christ began sending ministers and humanitarian relief to war-torn Europe and Asia.
Though there was agreement that separate para-church "missionary societies" could not be established (on the belief that such work could only be performed through local congregations), a doctrinal conflict ensued about how this work was to be done. Eventually, the funding and control of outreach programs in the United States such as homes for orphans, nursing homes, mission work, setting up new congregations, Bible colleges or seminaries, and large-scale radio and television programs became part of the controversy.
Congregations which supported and participated in pooling funds for these institutional activities are said to be "sponsoring church" congregations. Congregations which have traditionally opposed these organized sponsorship activities are said to be "non-institutional" congregations. The institutional controversy resulted in the largest division among Churches of Christ in the 20th century.
Separation of the International Churches of Christ
The International Churches of Christ had their roots in a "discipling" movement that arose among the mainline Churches of Christ during the 1970s. This discipling movement developed in the campus ministry of Chuck Lucas.
In 1967, Chuck Lucas was minister of the 14th Street Church of Christ in Gainesville, Florida (later renamed the Crossroads Church of Christ). That year he started a new project known as Campus Advance (based on principles borrowed from the Campus Crusade and the Shepherding Movement). Centered on the University of Florida, the program called for a strong evangelical outreach and an intimate religious atmosphere in the form of soul talks and prayer partners. Soul talks were held in student residences and involved prayer and sharing overseen by a leader who delegated authority over group members. Prayer partners referred to the practice of pairing a new Christian with an older guide for personal assistance and direction. Both procedures led to "in-depth involvement of each member in one another's lives", and critics accused Lucas of fostering cultism.
The Crossroads Movement later spread into some other Churches of Christ. One of Lucas' converts, Kip McKean, moved to the Boston area in 1979 and began working with "would-be disciples" in the Lexington Church of Christ. He asked them to "redefine their commitment to Christ," and introduced the use of discipling partners. The congregation grew rapidly, and was renamed the Boston Church of Christ. In the early 1980s, the focus of the movement moved to Boston, Massachusetts where Kip McKean and the Boston Church of Christ became prominently associated with the trend. With the national leadership located in Boston, during the 1980s it commonly became known as the "Boston movement". A formal break was made from the mainline Churches of Christ in 1993 with the organization of the International Churches of Christ. This new designation formalized a division that was already in existence between those involved with the Crossroads/Boston Movement and "mainline" Churches of Christ. Other names that have been used for this movement include the "Crossroads movement," "Multiplying Ministries," the "Discipling Movement" and the "Boston Church of Christ".
Kip McKean resigned as the "World Mission Evangelist" in November 2002. Some ICoC leaders began "tentative efforts" at reconciliation with the Churches of Christ during the Abilene Christian University Lectureship in February 2004.
Restoration Movement timeline
Churches of Christ outside the United States
Most members of the Churches of Christ live outside the United States. Although there is no reliable counting system, it is anecdotally believed there may be more than 1,000,000 members of the Churches of Christ in Africa, approximately 1,000,000 in India, and 50,000 in Central and South America. Total worldwide membership is over 3,000,000, with approximately 1,000,000 in the U.S.
Africa
Although there is no reliable counting system, it is anecdotally believed to be 1,000,000 or more members of the Churches of Christ in Africa. The total number of congregations is approximately 14,000. The most significant concentrations are in Nigeria, Malawi, Ghana, Zambia, Zimbabwe, Ethiopia, South Africa, South Sudan and Kenya.
Asia
Estimates are that there are 2,000 or more Restoration Movement congregations in India, with a membership of approximately 1,000,000. More than 100 congregations exist in the Philippines. Growth in other Asian countries has been smaller but is still significant.
Australia
Historically, Restoration Movement groups from Great Britain were more influential than those from the United States in the early development of the movement in Australia. Churches of Christ grew up independently in several locations. While early Churches of Christ in Australia saw creeds as divisive, towards the end of the 19th century they began viewing "summary statements of belief" as useful in tutoring second generation members and converts from other religious groups. The period from 1875 through 1910 also saw debates over the use of musical instruments in worship, Christian Endeavor Societies and Sunday Schools. Ultimately, all three found general acceptance in the movement. Currently, the Restoration Movement is not as divided in Australia as it is in the United States. There have been strong ties with the Christian Church (Disciples of Christ), but many conservative ministers and congregations associate with the Christian churches and churches of Christ instead. Others have sought support from non-instrumental Churches of Christ, particularly those who felt that "conference" congregations had "departed from the restoration ideal".
Canada
A relatively small proportion of total membership comes from Canada. A growing portion of the Canadian demographic is made up of immigrant members of the church. This is partly the result of Canadian demographics as a whole, and partly due to decreased interest amongst late generation Canadians. The largest concentration of active congregations in Canada are in Southern Ontario, with notable congregations gathering in Beamsville, Bramalea, Niagara Falls, Vineland, Toronto (several), and Waterloo. However, many congregations of various sizes (typically under 300 members) meet all across Canada.
Great Britain
In the early 1800s, Scottish Baptists were influenced by the writings of Alexander Campbell in the Christian Baptist and Millennial Harbinger. A group in Nottingham withdrew from the Scotch Baptist church in 1836 to form a Church of Christ. James Wallis, a member of that group, founded a magazine named The British Millennial Harbinger in 1837. In 1842 the first Cooperative Meeting of Churches of Christ in Great Britain was held in Edinburgh. Approximately 50 congregations were involved, representing a membership of 1,600. The name "Churches of Christ" was formally adopted at an annual meeting in 1870. Alexander Campbell influenced the British Restoration Movement indirectly through his writings; he visited Britain for several months in 1847, and "presided at the Second Cooperative Meeting of the British Churches at Chester". At that time the movement had grown to encompass 80 congregations with a total membership of 2,300. Annual meetings were held after 1847.
The use of instrumental music in worship was not a source of division among the Churches of Christ in Great Britain before World War I. More significant was the issue of pacifism; a national conference was established in 1916 for congregations that opposed the war. A conference for "Old Paths" congregations was first held in 1924. The issues involved included concern that the Christian Association was compromising traditional principles in seeking ecumenical ties with other organizations and a sense that it had abandoned Scripture as "an all-sufficient rule of faith and practice". Two "Old Paths" congregations withdrew from the Association in 1931; an additional two withdrew in 1934, and nineteen more withdrew between 1943 and 1947.
Membership declined rapidly during and after the First World War. The Association of Churches of Christ in Britain disbanded in 1980. Most Association congregations (approximately 40) united with the United Reformed Church in 1981. In the same year, twenty-four other congregations formed a Fellowship of Churches of Christ. The Fellowship developed ties with the Christian churches and churches of Christ during the 1980s.
The Fellowship of Churches of Christ and some Australian and New Zealand Churches advocate a "missional" emphasis with an ideal of "Five Fold Leadership". Many people in more traditional Churches of Christ see these groups as having more in common with Pentecostal churches. The main publishing organs of traditional Churches of Christ in Britain are The Christian Worker magazine and the Scripture Standard magazine. A history of the Association of Churches of Christ, Let Sects and Parties Fall, was written by David M Thompson. Further information can be found in the Historical Survey of Churches of Christ in the British Isles, edited by Joe Nisbet.
South America
In Brazil there are above 600 congregations and 100,000 members from the Restoration Movement. Most of them were established by Lloyd David Sanders.
See also
Christian churches and churches of Christ
Christianity in the United States
Christian primitivism
Churches of Christ (non-institutional)
Congregationalist polity
Gospel Broadcasting Network (GBN) – a television network affiliated with the Churches of Christ
House to House Heart to Heart – a printed outreach affiliated with the Churches of Christ
List of universities and colleges affiliated with the Churches of Christ
Regulative principle of worship
Sponsoring church (Churches of Christ)
World Convention of Churches of Christ
World Mission Workshop – an annual gathering of students of missions, missionaries, and professors of missions associated with Churches of Christ
Categories
Members of the Churches of Christ
Ministers of the Churches of Christ
References
Citations
Sources
External links
Church of Christ Internet Ministries
Brotherhood News – Online news source of the Churches of Christ
The Christian Chronicle – A newspaper of the Churches of Christ.
Christian Courier – A religious journal associated with the Churches of Christ.
HisLoveforme.com – A Church of Christ Ministry Website, providing Sound Doctrine Teaching Content from Sound Churches of Christ.
Fellowship of Churches of Christ in Great Britain & Ireland
SOAS Special Collections – archive papers of the Missionary Committee of Churches of Christ Great Britain and Ireland
Christian terminology
Nondenominational Christianity
Restoration Movement denominations
Restoration Movement
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https://en.wikipedia.org/wiki/Metropolitan%20Transportation%20Authority
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Metropolitan Transportation Authority
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The Metropolitan Transportation Authority (MTA) is a public benefit corporation responsible for public transportation in the New York City metropolitan area of the U.S. state of New York. The MTA is the largest public transit authority in North America, serving 12 counties in Downstate New York, along with two counties in southwestern Connecticut under contract to the Connecticut Department of Transportation, carrying over 11 million passengers on an average weekday systemwide, and over 850,000 vehicles on its seven toll bridges and two tunnels per weekday.
History
Founding
In February 1965, New York Governor Nelson Rockefeller suggested that the New York State Legislature create an authority to purchase, operate, and modernize the Long Island Rail Road (LIRR). The LIRR, then a subsidiary of the Pennsylvania Railroad (PRR), had been operating under bankruptcy protection since 1949. The proposed authority would also have the power to make contracts or arrangements with other commuter railroad operators in the New York City area. On June 1, 1965, the legislature chartered the Metropolitan Commuter Transportation Authority (MCTA) to take over the operations of the LIRR. Governor Rockefeller appointed his top aide, Dr. William J. Ronan, as chairman and chief executive officer of the MCTA. In June 1965, the state finalized an agreement to buy the LIRR from the PRR for $65 million. The MCTA made a down payment of $10 million for the LIRR in December 1965, and it completed the rest of the payment the next month.
In February 1965, Rockefeller and Connecticut Governor John N. Dempsey jointly suggested that operations of the New Haven Line, the New Haven Railroad's struggling commuter rail operation, be transferred to the New York Central Railroad as part of a plan to prevent the New Haven Railroad from going bankrupt. If the operational merger occurred, the proposed MCTA and the existing Connecticut Transportation Authority would contract with New York Central to operate the New Haven Line to Grand Central Terminal. A September 1965 joint report from both agencies, recommended that the line be leased to New York Central for 99 years, with the MCTA and CTA acting as agents for both states.
In October 1965, the MCTA found that the New Haven Line's stations and infrastructure were even more decrepit than those of the LIRR. The New Haven Railroad's trustees initially opposed New York Central's takeover of the New Haven Line, as they felt that the $140 million offer for the New Haven Line was too low. After some discussion, the trustees decided to continue operating the New Haven Line until June 1967.
In January 1966, New York City Mayor John Lindsay proposed merging the New York City Transit Authority (NYCTA), which operated buses and subways in New York City, and the Triborough Bridge and Tunnel Authority (TBTA), which operated toll bridges and tunnels within the city. Rockefeller offered his "complete support" for Lindsay's proposed unified transit agency, while longtime city planner and TBTA chair Robert Moses called the proposed merger "absurd" and "grotesque" for its unwieldiness. In June 1966, Rockefeller announced his plans to expand the MCTA's scope to create a new regional transit authority. The new authority would encompass the existing MCTA, as well as the NYCTA and TBTA. Lindsay disagreed, saying that the state and city should have operationally separate transit authorities that worked in tandem.
In May 1967, Rockefeller signed a bill that allowed the MCTA to oversee the mass transit policies of New York City-area transit systems. The unification agreement took place the following March, with the MCTA taking over the operations of the LIRR, NYCTA, TBTA, New Haven commuter services, New York Central commuter services, and the Staten Island Rapid Transit Railway. Initially, the TBTA was resistant to the MCTA's efforts to acquire it. Moses was afraid that the enlarged MCTA would "undermine, destroy or tarnish" the integrity of the TBTA, One source of contention was Rockefeller's proposal to use TBTA tolls in order to subsidize the cheap fares of the NYCTA, since Moses strongly opposed any use of TBTA tolls by outside agencies. In February 1968, Moses acquiesced to the MCTA's merger proposal. New York Central and the PRR merged in February 1968, forming the Penn Central Transportation Company.
In February 1968, the MCTA published a 56-page report for Governor Rockefeller, proposing several subway and railroad improvements under the name "Metropolitan Transportation, a Program for Action" alternatively called the "Grand Design". The city had already intended to build subway extensions in all four boroughs, so that most riders would need at most one transfer to get to their destination. The Program for Action also called for upgrades to the Penn Central railroads and area airports. The Program for Action was put forward simultaneously with other development and transportation plans under the administration of Mayor Lindsay. This included Lindsay's Linear City plan for housing and educational facilities, and the projected construction of several Interstate Highways, many of which had originally been proposed by Robert Moses.
Expanded preview
On March 1, 1968, the day after the release of the Program for Action, the MCTA dropped the word "Commuter" from its name and became the Metropolitan Transportation Authority (MTA). The MTA took over the operations of the other New York City-area transit systems. Moses was let go from his job as chairman of the TBTA, although he was retained as a consultant. The construction of two proposed bridges over the Long Island Sound was put under the jurisdiction of the MTA. Moses stated that TBTA construction projects would reduce the MTA's budget surplus through to 1970. Chairman Ronan pushed for the MTA to pursue the Program for Action, saying, "We're making up for 30 years of do-nothingism".
Ronan proposed that the MTA take over the Staten Island Rapid Transit Railway Company from the Baltimore and Ohio Railroad and start a $25 million modernization project on the railway. The city's Board of Estimate approved this purchase in December 1969. The MTA took ownership of the Staten Island Rapid Transit in January 1971.
The agency entered into a long-term lease of Penn Central's Hudson, Harlem, and New Haven Lines. Before 1968, the Hudson and Harlem Lines had been operated by the New York Central Railroad, while the New Haven Line had been part of the New York, New Haven and Hartford Railroad. Penn Central continued to operate the lines under contract to the MTA. In April 1970, Rockefeller proposed that the state take over the Hudson and Harlem Lines. The next month, he signed a bond issue that provided $44.4 million in funding to these lines. Penn Central's operations were folded into Conrail in 1976. The MTA took over full operations in 1983, and merged the lines into the Metro-North Commuter Railroad. In 1994, the MTA rebranded its five subsidiaries with simpler names to convey that the different agencies were part of one agency.
Responsibilities and service area
The MTA has the responsibility for developing and implementing a unified mass transportation policy for the New York metropolitan area, including all five boroughs of New York City and the suburban counties of Dutchess, Nassau, Orange, Putnam, Rockland, Suffolk and Westchester. This twelve-county area make up the "Metropolitan Commuter Transportation District" (MCTD), within which the New York State Department of Taxation and Finance levies a "metropolitan commuter transportation mobility tax". On April 1, 2019, Patrick J. Foye was appointed chairman and CEO.
The MTA's immediate past chairpersons were. William J. Ronan (1965–1974), David Yunich (1974–1975), Harold L. Fisher (1975–1979), Richard Ravitch (1979–1983), Robert Kiley (1983–1991), Peter Stangl (1991–1995), Virgil Conway (1995–2001), Peter S. Kalikow (2001–2007), H. Dale Hemmerdinger (2007–2009), Jay Walder (2009–2011), Joseph Lhota (2012), Thomas F. Prendergast (2013–2017), and Joseph Lhota (2017–2018). Lhota was re-appointed in 2017 and resigned on November 9, 2018.
The MTA considers itself to be the largest regional public transportation provider in the Western Hemisphere. , its agencies serve a region of approximately 15.3 million people spread over in 12 counties in New York and two in Connecticut. MTA agencies now move about 8.6 million customers per day (translating to 2.65 billion rail and bus customers a year) and employ about 74,000 people. The MTA's systems carry over 11 million passengers on an average weekday systemwide, and over 850,000 vehicles on its seven toll bridges and two tunnels per weekday.
Subsidiaries and affiliates
MTA carries out these planning and other responsibilities both directly and through its subsidiaries and affiliates, and provides oversight to these subordinate agencies, known collectively as "The Related Entities". The Related Entities represent a number of previously existing agencies which have come under the MTA umbrella. These previously existing agencies were, with the exception of MTA Bridges and Tunnels, MTA Construction and Development & MTA Grand Central Madison Concourse, successors to the property of private companies that provided substantially the same services.
In 1994, the MTA spent $3 million rebranding its five subsidiaries with simpler names to convey that the different agencies were part of one agency. Surveys found that a majority of riders did not know that the MTA owned the Long Island Rail Road or the Metro-North Railroad. As part of the changes, the Triborough Bridge and Tunnel Authority was renamed MTA Bridges and Tunnels; Staten Island Rapid Transit was renamed MTA Staten Island Railway; Metropolitan Suburban Bus Authority was renamed MTA Long Island Bus. The New York City Transit Authority was renamed MTA New York City Transit to seem less authoritarian, Metro–North Commuter Railroad was renamed MTA Metro-North Railroad to recognize the increase in non-commuter ridership.
The MTA logo was changed from a two-toned "M" logo, to a blue circle with the MTA initials written in perspective, like they were rushing by like a train. The large "M" logos on trains and buses were replaced with decals that state MTA New York City Bus, MTA New York City Subway or MTA Staten Island Railway, eliminating inconsistencies in signage. Today, the older "M" logos survive on existing cube-shaped lamps on station lampposts dating to the 1980s, though such lamps have been updated with more modern spherical lamps over time.
Today, each of these Related Entities has a popular name and in some cases, a former legal name. Since 1994, the legal name has only been used for legal documents, such as contracts, and have not been used publicly. Since the mid-2000s, the popular name has also been used for legal documents related to contract procurements where the legal name was used heretofore. Both are listed below.
Subsidiary agencies
MTA Long Island Rail Road (LIRR)(legal name, no longer used publicly: The Long Island Rail Road Company)
MTA Metro-North Railroad (MNR)(legal name, no longer used publicly: Metro-North Commuter Railroad Company)
MTA Grand Central Madison Concourse (GCMC)(legal name, not used publicly: MTA Grand Central Madison Concourse Operating Company)
MTA Staten Island Railway (SIR)(legal name, no longer used publicly: Staten Island Rapid Transit Operating Authority)
MTA Construction and Development (MTAC&D)(legal name, not used publicly: MTA Construction and Development Company)
MTA Regional Bus Operations (legal name, not used publicly; but rather trading as):
MTA Bus (legal name, sometimes used publicly: MTA Bus Company)
MTA New York City Bus
First Mutual Transportation Assurance Company (legal name, not used publicly; no public name)
Affiliate agencies
MTA Bridges and Tunnels (MTA B&T)(legal name, no longer used publicly: Triborough Bridge and Tunnel Authority)
MTA New York City Transit (NYCT) (legal name, no longer used publicly: New York City Transit Authority and its subsidiary, the Manhattan and Bronx Surface Transit Operating Authority (MaBSTOA))The Bus division is now managed under Regional Bus.
Former subsidiaries
MTA Long Island Bus(legal name, no longer used: Metropolitan Suburban Bus Authority)From January 1, 2012, this division was operated by Veolia Transport (now Transdev, Inc.) as Nassau Inter-County Express.
MTA Inspector General
The Office of the MTA Inspector General (OIG), founded in 1983, is the independent Office of Inspector General specific to the MTA that is responsible for conducting monitoring and oversight of MTA activities, programs, and employees.
Governance
The MTA is governed by a 21-member board representing the 5 boroughs of New York City, each of the counties in its New York State service area, and worker and rider interest groups. Of these, there are 14 voting members, broken down into 13 board members who cast individual votes, 4 board members who cast a single collective vote, and 6 group representatives who do not vote.
Four members as well as the chairman/CEO are directly nominated by the Governor of New York, while four are recommended by New York City's mayor. The county executives of Nassau, Suffolk and Westchester counties nominate one member each. Each of these members has one vote. The county executives of Dutchess, Orange, Rockland, and Putnam counties also nominate one member each, but these members cast one collective vote. The Board has six rotating nonvoting seats held by representatives of MTA employee organized labor and the Permanent Citizens Advisory Committee, which represent customers of MTA transit and commuter facilities. Board members are confirmed by the New York State Senate.
In 2017, the MTA had operating expenses of $16.85 billion, an outstanding debt of $38.083 billion, and a level of staffing of 79,832 people (staff compensation totaled $6.762 billion). It collects revenue from passenger fees and from a Metropolitan Commuter Transportation Mobility Tax, a payroll tax levied on employers in the 12-county area served by the MTA.
Board Chair position
Historically, some but not all chairmen of the MTA Board have also held the chief executive officer role, with the chairman providing an advisory and policy role and the Executive Director running day-to-day operations. The roles were combined in 2009 following the recommendation a commission to study capital spending. The commission was appointed by then-Governor David Paterson and run by former chairman Richard Ravitch However, following Thomas Prendergast's retirement in 2017, they were split back again. The positions were merged back into one position in 2019 when Pat Foye was appointed Chairman & Chief Executive Officer. The current chairman, Janno Lieber, holds both positions.
The following is a list of chairmen of the authority:
Notes
a Lhota did not serve as CEO in his second stint as chairman, as CEO responsibilities were carried out by Executive Director Ronnie Hakim.
b Lieber served as Chair and CEO in an acting capacity from July 30, 2021 to January 19, 2022.
List of board members
The following is a list of members of the MTA Board.
Apps
The MTA has developed several official web and mobile apps for its subway and bus services, and also provides data to private app developers to create their own unofficial MTA apps. In 2012, the MTA officially released the Subway Time app, which uses subway countdown clock data to determine the next-train arrival times on seven services. Real-time station information for the "mainline" A Division (numbered routes), comprising all numbered services except the 7 train, was made available to third-party developers via an API. This was achieved through both the Subway Time mobile app and as open data. In early 2014, data for the L train were also given to developers. When Bluetooth-enabled countdown clocks were installed in the B Division (lettered services) in 2016 and 2017, they were also configured to feed data to the Subway Time app as well as in an open-data format.
MTA's Bus Time app originated as a pilot program to install bus countdown clocks along the M16 and M34 routes in August 2009. At the same time, many new buses were retrofitted with GPS-enabled automatic vehicle location systems. In October 2010, the developers of the buses' GPS devices implemented the MTA system's first bus-tracking app, which monitored buses along the M16 and M34 routes. This evolved into the current web app, which originally tracked buses along the route in Brooklyn when it started in February 2011. By January 2012, every local and express bus in Staten Island was equipped with the system. The M34 corridor began using the system on April 6, 2012 with nearly every Bronx bus route using the system by the end of 2012. All five boroughs of the city used the system by March 2014, and a mobile app was released in 2015.
In 2011, the MTA began to look at ways of displaying service disruptions due to weekend engineering works in a visual format. On September 16, 2011, the MTA introduced a Vignelli-style interactive subway map, "The Weekender", to its website. The web app provided a way for riders to get information about any planned work, from late Friday night to early Monday morning, that is going on either on a service(s) or station(s) of the subway during the weekends. On June 11, 2012, the MTA duplicated "The Weekender" site as a free mobile app download for iOS. On November 29, 2012, an Android version of the app was released.
The MTA announced plans to integrate all three apps in 2017. The combined app, which was scheduled for release in 2018, would include real-time arrival information for all subway and bus routes, as well as weekend service changes and travel planners. In April 2018, the MTA started testing MYmta, which provides arrival information for MTA railroad, subway, and bus routes; escalator and elevator outage information; and real-time service changes. The app also includes an improved version of the MTA's Trip Planner; whereas the existing Trip Planner can only plan trips along MTA-operated modes of transportation, MYmta's Trip Planner can also suggest routes via other operators such as the Staten Island Ferry, NYC Ferry, PATH, and NJ Transit. A beta version of MYmta was released to the general public in July of that year. In future versions of the MYmta app, the MTA planned to integrate the eTix functionality, as well as make it easier for Access-A-Ride customers to view when their vehicle will arrive at a certain point.
In October 2020, the MTA unveiled a new digital map providing real-time arrival estimates and service updates. It was developed pro bono by technology and design company Work & Co.
Fare collection
The subway, buses, and Staten Island Railway charge a single flat fare for each trip, regardless of time or distance traveled. From the MTA's inception until 2003, the agency collected subway and bus fares via a series of small metal tokens. The MTA cycled through several series of tokens throughout the late 20th century. In 1993, MTA started testing the MetroCard, a magnetic stripe card that would replace the tokens used to pay fares. By 1997, the entire bus and subway system accepted MetroCard, and tokens were no longer accepted for fare payment in 2003.
A different fare payment system is used on the LIRR and Metro-North. Both railroads sell tickets based on geographical "zones" and time of day, charging peak and off-peak fares. Tickets may be bought from a ticket office at stations, ticket vending machines (TVMs), online through the "WebTicket" program, or through apps for iOS and Android devices.
In 2017 it was announced that the MetroCard would be phased out and replaced by OMNY, a contactless fare payment system, with fare payment being made using Apple Pay, Google Wallet, debit/credit cards with near-field communication enabled, or radio-frequency identification cards. As of December 31, 2020, the entire bus and subway system is OMNY-enabled. However, support of the MetroCard is slated to remain until 2023. MTA also plans to use OMNY in the LIRR and Metro-North.
Issues
Expenses
Budget gaps
The budget deficit of the MTA is a growing crisis for the organization as well as for New York City and State residents and governments. The MTA held $31 billion in debt in 2010 and it also suffered from a $900 million gap in its operating budget for 2011. The capital budget, which covers repairs, technological upgrades, new trains, and expansions, is currently $15 billion short of what the MTA states it needs. If this is not funded, the MTA will fund the repairs with debt and raise fares to cover repayments.
The MTA has consistently run on a deficit, but increased spending in 2000–04 coupled with the economic downturn led to a severe increase in the financial burden that the MTA bore. The budget problems stem from multiple sources. The MTA cannot be supported solely by rider fares and road tolls. In the preliminary 2011 budget, MTA forecasted operating revenue totaled at $6.5 billion, amount to only 50% of the $13 billion operating expenses. Therefore, the MTA must rely on other sources of funding to remain operational. Revenue collected from real estate taxes for transportation purposes helped to contain the deficit. However, due to the weak economy and unstable real estate market, money from these taxes severely decreased; in 2010, tax revenue fell at least 20% short of the projected value. Beyond this, steadily reducing support from city and state governments led to borrowing money by issuing bonds, which contributed heavily to the debt.
This budget deficit has resulted in various problems, mainly concentrated in New York City. New York City Subway fares have been increased four times since 2008, with the most recent occurring March 22, 2015, raising single-ride fares from $2.50 to $2.75, express service from $6 to $6.50 and the monthly MetroCard fare from $112 to $116. Each fare raise was met with increasing resistance by MTA customers, and many are beginning to find the fare increases prohibitive. 2010 also saw heavy service cuts for many MTA subsidiaries. Fewer trains spaced farther between resulted in heavy overcrowding beyond normal rush hours, leading to frustration for many subway and bus riders. In 2013, the subway had the highest ridership since 1947. MTA employees also suffered due to the budget issues. By mid-July 2010, MTA layoffs had reached over 1,000, and many of those affected were low-level employees who made less than $55,000 annually.
, the MTA was running a $15 billion deficit in its $32 billion 2015–2019 Capital Plan. Without extra funding, many necessary construction and renovation projects would not be performed. In October 2015, the MTA passed the $29 billion 2015–2019 Capital Plan, the largest capital plan in MTA's history; it will be funded by federal, state and city government as well as riders' fares and tolls. Three months later, New York Governor Andrew Cuomo and MTA chairman Thomas Prendergast unveiled their plan to spend $26 billion to modernize the subway network, which includes adding Wi-Fi and cellphone services throughout all 278 underground stations by the end of 2016. Other plans call for making extensive renovations to 30 subway stations, allowing mobile ticketing by cellphone or bank cards, and adding security cameras on buses, charging stations for electronics, and more countdown clocks. Roughly $3 billion will be spent to improve bridges and tunnels.
During the COVID-19 pandemic in New York City, following a 50% to 90% drop in ridership on all of the MTA's systems, the agency requested $4 billion in federal funds, since the decreased fare revenue left the already-struggling agency in a financially tenuous position. After the subway was temporarily shuttered at night starting in May 2020, trains and stations were cleaned more than usual. Over 132 employees died of COVID-19 .
On February 1, 2023, as part of her Executive Budget proposal to the New York State Legislature, Governor Kathy Hochul proposed raising the MTA payroll tax, a move projected to increase revenue by $800 million, and also giving the MTA some of the money from casinos expected at present to be licensed soon for business in Manhattan.
Reasons for high costs
On November 18, 2017, The New York Times published an investigation into the problems underlying the MTA. It found that politicians from both the Democratic and Republican parties, at the mayoral and gubernatorial levels, had gradually removed $1.5 billion of MTA funding. Other actions by city and state politicians, according to the Times, included overspending; overpaying unions and interest groups; advertising superficial improvement projects while ignoring more important infrastructure; and agreeing to high-interest loans that would have been unnecessary without their other interventions. The Times stressed that no single event directly caused the crisis; rather, it was an accumulation of small cutbacks and maintenance deferments. The MTA funds were described as a "piggy bank" for the state, with the issuance of MTA bonds benefiting the state at the MTA's expense. By 2017, a sixth of the MTA's budget was allocated to paying off debt, a threefold increase from the proportion in 1997. The city's $250 million annual contribution to the MTA budget in 2017 was a quarter of the contribution in 1990. David L. Gunn, who helped end a transit crisis when he led the NYCTA in the mid-1980s, described the 2017 crisis as "heartbreaking".
In December of the same year, the Times reported that the $12 billion East Side Access project, which would extend the LIRR to Grand Central Terminal upon its completion, was the most expensive of its kind in the world, with a projected price of $3.5 billion per mile of track. Over the years, the projected cost of East Side Access had risen by billions of dollars due to unnecessary expenses. In addition to overpaying workers and overspending, politicians and trade unions had forced the MTA to hire more workers than was needed. In 2010, an accountant found that the project was hiring 200 extra workers, at a cost of $1,000 per worker per day, for no apparent reason. The bidding process for MTA construction contracts also raised costs because, in some cases, only one or two contractors would bid on a project. Similar construction projects in New York City, such as the Second Avenue Subway and 7 Subway Extension, had been more expensive than comparable projects elsewhere for the same reasons, even though other cities' transit systems faced similar, or greater, problems compared to the MTA. In March 2018, the federal Government Accountability Office ordered an audit of the United States' transit costs, which were generally higher than in any other developed country in the world. The GAO planned to devote special attention to the MTA's transit costs.
The MTA has long struggled to control costs due to contracting fraud and corruption. In 2012, MTA executive Mario Guerra attempted to secure a job with train manufacturer Bombardier while evaluating their bid for a $600 million project. Paresh Patel, an MTA manager responsible for the oversight of repair contracts in the aftermath of Hurricane Sandy, created and awarded contracts to his own engineering firm staffed with friends with few formal qualifications in engineering. After deleting thousands of company emails, Patel pleaded guilty to obstructing federal bid rigging and fraud investigations in March 2020. In 2022, construction manager Ramnarace Mahabir was found to have provided jobs for family members through the routing of $18 million in bus depot contracts. At one 2018 board meeting, an MTA executive explicitly noted the sentiment that the authority is willing to assign jobs to contractors with prior histories of corruption.
Advertisement bans
The MTA collected $707 million from advertising on its trains and buses in 2018. In June 1992, the MTA banned tobacco advertising on subways, buses and commuter rail, costing the agency $4.5 million in annual advertising revenue. The tobacco advertisements were removed once the advertising contracts expired. They were removed from subways, buses, and bus shelters by the start of 1993, from the commuter rail lines by the start of 1994, and from Long Island Bus vehicles by the start of 1997.
The MTA refused to display an ad in the New York City Subway system in 2012, which read: "In any war between the civilized man and the savage, support the civilized man. Support Israel. Defeat Jihad." The authority's decision was overturned in July 2012 when Judge Paul A. Engelmayer of the United States District Court for the Southern District of New York ruled that the ad of the American Freedom Defense Initiative is protected speech under the First Amendment, and that the MTA's actions were unconstitutional. The judge held in a 35-page opinion that the rejected ad was "not only protected speech — it is core political speech ... [which as such] is afforded the highest level of protection under the First Amendment." The MTA had received $116.4 million in revenue in 2011 from advertising sold throughout its subway, commuter rail, and bus systems.
In April 2015, another ad became the subject of controversy when the MTA refused to display it, the refusal was again challenged in court, and the MTA again lost in court and was ordered by a federal judge to display the ad. The ad, paid for by the American Freedom Defense Initiative, showed a man with a scarf covering his face, with the caption "Killing Jews is Worship that draws us close to Allah", which was attributed to "Hamas MTV," and then stated: "That's His Jihad. What's yours?" The ad included a disclaimer that the display of the ad did not reflect the opinion of the MTA. U.S. District Judge John Koeltl of the US District Court for the Southern District of New York in Manhattan said the ad was protected speech under the First Amendment of the U.S. Constitution, and rejected the MTA's argument that the ad might endorse terrorism or violence. Pamela Geller, president of the group that sued the MTA in order to run the ads, lauded the decision, and a lawyer for the organization said the same decision had been made in Washington and Philadelphia.
A week afterward, the MTA's board in a 9–2 vote banned all political, religious, and opinion advertisements on subways and buses, limiting any ads to commercial ones. Specifically, it banned advertisements that "prominently or predominately advocate or express a political message" about "disputed economic, political, moral, religious or social issues," and any ad that "promotes or opposes" a political party, ballot referendum, and "the election of any candidate". The board estimated that the ads that the board was banning made up less than $1 million of the MTA's advertising revenue of $138 million in 2014. Nevertheless, lawyers for the American Freedom Defense Initiative called the MTA's action a "disingenuous attempt to circumvent" the judge's order.
Another controversy regarding MTA ads arose in 2018. After initially rejecting proposed advertisements from Unbound, a sex-toy retailer, the MTA allowed the ads. Previous advertisement proposals from companies, such as female-hygiene retailer Thinx's ad proposal in 2015, had been rejected and later approved due to "dissemination of indecent material to minors" and "public display[s] of offensive sexual material."
2017—2021 transit crisis
In June 2017, New York Governor Andrew Cuomo declared a state of emergency for the MTA due to ongoing reliability and crowding problems. This order applied particularly to the New York City Subway, which was the most severely affected by dilapidated infrastructure, causing overcrowding and delays. With many parts of the system approaching or exceeding 100 years of age, general deterioration could be seen in many subway stations. By 2017, only 65% of weekday trains reached their destinations on time, the lowest rate since a transit crisis in the 1970s. A corresponding bus crisis was not covered as heavily in the media, but in November 2017, New York City Comptroller Scott Stringer identified several causes for the bus system's unreliability. The average speeds of New York City buses were found to be , the slowest of any major bus system nationwide.
Campaigns
Safety campaign
In 2002, following the September 11, 2001, terrorist attacks, the MTA introduced the slogan "If you see something, say something." The campaign, which was based from a theme created by Korey Kay & Partners, consisted of public safety announcements, posted on advertisement boards in stations, subway, buses, and trains, urging people to report suspicious activity. Allen Kay, CEO of Korey Kay and Partners, stated in 2007 that the company had to do a lot of research to ensure that consumers understood the message correctly. Since 2002 the campaign has evolved from simple print ads to television spots, and reports of suspicious packages in the system rose over 40-fold, from 814 in 2002 to over 37,000 in 2003.
The MTA moved to trademark the slogan in 2005. The slogan was used by more than 30 other "transport and governmental" organizations by 2007. That year, the MTA spent $3 million to run 4,000 television ads and 84 newspaper ads in 11 total papers, over a span of more than four months. The idea gained traction, and in 2010, the domestic-security branch of the United States federal government, the United States Department of Homeland Security (DHS), started its own "see something, say something" campaign. Kevin Ortiz, a spokesman for the MTA, described the slogan as having "engaged the public in serving as the eyes and ears of our system."
Meanwhile, the DHS's campaign had attracted at least 215 partners in the private, public, and nonprofit sectors by 2014, which one writer called "a true smart practice." However, the MTA program has not been universally well-received; in 2012, sociologists from New York University and the Illinois Institute of Technology noted that the campaign had not netted any thwarted terrorist plots, and that the sheer volume of calls to the MTA hotline resulted in MTA workers possibly not being able to identify genuine threats.
In 2016, MTA updated the campaign, renaming it "New Yorkers Keep New York Safe." As before, the campaign features public service announcements in advertisement spaces. However, this new campaign now features the pictures, names, and quotes of New Yorkers who called to report suspicious people or things on the MTA's system. The rebooted campaign also shows 15- to 30-second videos of these New Yorkers who speak about their experiences. The two-year "New Yorkers Keep New York Safe" campaign received $2 million of funding from the DHS. The MTA still owns the trademark for "If you see something, say something."
Courtesy campaigns
In MTA buses, there are stickers plastered on the frontmost seats. The front seats are priority seating, and the stickers state "Won't you please give up your seat to the disabled or elderly" with the "o" in "Won't" replaced with a heart symbol. In 2009, it was codified into an enforceable policy that could be punished with a fine.
Since 2014, the MTA has had a "Courtesy Counts" campaign consisting of posters that show colored stick figures having either correct or incorrect etiquette. Green stick figures show what riders should do, such as taking off their backpacks, while red stick figures show what riders should not do, such as manspreading. All of the posters have the tagline “Courtesy Counts: Manners Make a Better Ride.” Starting in January 2015, these posters were installed in subway cars, with the posters coming to commuter rail and buses the following month.
In May 2017, the MTA started a three-month pilot program to encourage riders to give up their seats for the pregnant, disabled, or elderly. It created a website where pregnant women, the disabled, and the elderly could request specialized buttons. There are two designs: a "Baby on Board" button for pregnant mothers and a more generic "Please offer me a seat" button. This idea stemmed from the "Baby on Board" buttons that were given out across the London Underground in 2013 after the Duchess of Cambridge, Kate Middleton, wore such a button there.
The MTA launched the "Hate Has No Place in Our Transportation System" campaign in January 2020. This involved placing notices on several thousand subway and bus screens.
2021 onsite COVID-19 vaccinations
In May 2021, the MTA operated eight walk-up COVID-19 vaccination sites in subway, Metro-North and Long Island Rail Road stations as part of a five-day pilot project. This pilot project was subsequently extended another week at two stations. Over 11,000 people received the Janssen COVID-19 vaccine as part of the program.
See also
Transportation in New York City
Other transportation authorities operating in New York state:
Capital District Transportation Authority, in Capital District, New York
Central New York Regional Transportation Authority, in Syracuse, New York
Niagara Frontier Transportation Authority, in Buffalo, New York
Port Authority of New York and New Jersey, in New York City and northern New Jersey
Rochester-Genesee Regional Transportation Authority, in Rochester, New York
References
External links
Official links:
Other links:
Permanent Citizens Advisory Committee to the MTA
NYPIRG Straphangers' Campaign, a transit rider's advocacy group
Metropolitan Transportation Authority in the New York Codes, Rules and Regulations
1965 establishments in New York (state)
Government agencies established in 1965
Intermodal transportation authorities in New York (state)
Public benefit corporations in New York (state)
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https://en.wikipedia.org/wiki/C%20dynamic%20memory%20allocation
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C dynamic memory allocation
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C dynamic memory allocation refers to performing manual memory management for dynamic memory allocation in the C programming language via a group of functions in the C standard library, namely , , , and .
The C++ programming language includes these functions; however, the operators and provide similar functionality and are recommended by that language's authors. Still, there are several situations in which using new/delete is not applicable, such as garbage collection code or performance-sensitive code, and a combination of malloc and placement new may be required instead of the higher-level new operator.
Many different implementations of the actual memory allocation mechanism, used by , are available. Their performance varies in both execution time and required memory.
Rationale
The C programming language manages memory statically, automatically, or dynamically. Static-duration variables are allocated in main memory, usually along with the executable code of the program, and persist for the lifetime of the program; automatic-duration variables are allocated on the stack and come and go as functions are called and return. For static-duration and automatic-duration variables, the size of the allocation must be compile-time constant (except for the case of variable-length automatic arrays). If the required size is not known until run-time (for example, if data of arbitrary size is being read from the user or from a disk file), then using fixed-size data objects is inadequate.
The lifetime of allocated memory can also cause concern. Neither static- nor automatic-duration memory is adequate for all situations. Automatic-allocated data cannot persist across multiple function calls, while static data persists for the life of the program whether it is needed or not. In many situations the programmer requires greater flexibility in managing the lifetime of allocated memory.
These limitations are avoided by using dynamic memory allocation, in which memory is more explicitly (but more flexibly) managed, typically by allocating it from the an area of memory structured for this purpose. In C, the library function malloc is used to allocate a block of memory on the heap. The program accesses this block of memory via a pointer that malloc returns. When the memory is no longer needed, the pointer is passed to free which deallocates the memory so that it can be used for other purposes.
The original description of C indicated that calloc and cfree were in the standard library, but not malloc. Code for a simple model implementation of a storage manager for Unix was given with alloc and free as the user interface functions, and using the sbrk system call to request memory from the operating system. The 6th Edition Unix documentation gives alloc and free as the low-level memory allocation functions. The malloc and free routines in their modern form are completely described in the 7th Edition Unix manual.
Some platforms provide library or intrinsic function calls which allow run-time dynamic allocation from the C stack rather than the heap (e.g. alloca()). This memory is automatically freed when the calling function ends.
Overview of functions
The C dynamic memory allocation functions are defined in stdlib.h header (cstdlib header in C++).
Differences between malloc() and calloc()
malloc() takes a single argument (the amount of memory to allocate in bytes), while calloc() takes two arguments — the number of elements and the size of each element.
malloc() only allocates memory, while calloc() allocates and sets the bytes in the allocated region to zero.
Usage example
Creating an array of ten integers with automatic scope is straightforward in C:
int array[10];
However, the size of the array is fixed at compile time. If one wishes to allocate a similar array dynamically without using a variable-length array, which is not guaranteed to be supported in all C11 implementations, the following code can be used:
int *array = malloc(10 * sizeof(int));
This computes the number of bytes that ten integers occupy in memory, then requests that many bytes from malloc and assigns the result to a pointer named array (due to C syntax, pointers and arrays can be used interchangeably in some situations).
Because malloc might not be able to service the request, it might return a null pointer and it is good programming practice to check for this:
int *array = malloc(10 * sizeof(int));
if (array == NULL) {
fprintf(stderr, "malloc failed\n");
return -1;
}
When the program no longer needs the dynamic array, it must eventually call free to return the memory it occupies to the free store:
free(array);
The memory set aside by malloc is not initialized and may contain cruft: the remnants of previously used and discarded data. After allocation with malloc, elements of the array are uninitialized variables. The command calloc will return an allocation that has already been cleared:
int *array = calloc(10, sizeof(int));
With realloc we can resize the amount of memory a pointer points to. For example, if we have a pointer acting as an array of size and we want to change it to an array of size , we can use realloc.
int *arr = malloc(2 * sizeof(int));
arr[0] = 1;
arr[1] = 2;
arr = realloc(arr, 3 * sizeof(int));
arr[2] = 3;
Note that realloc must be assumed to have changed the base address of the block (i.e. if it has failed to extend the size of the original block, and has therefore allocated a new larger block elsewhere and copied the old contents into it). Therefore, any pointers to addresses within the original block are also no longer valid.
Type safety
malloc returns a void pointer (void *), which indicates that it is a pointer to a region of unknown data type. The use of casting is required in C++ due to the strong type system, whereas this is not the case in C. One may "cast" (see type conversion) this pointer to a specific type:
int *ptr, *ptr2;
ptr = malloc(10 * sizeof(*ptr)); /* without a cast */
ptr2 = (int *)malloc(10 * sizeof(*ptr)); /* with a cast */
There are advantages and disadvantages to performing such a cast.
Advantages to casting
Including the cast may allow a C program or function to compile as C++.
The cast allows for pre-1989 versions of malloc that originally returned a char *.
Casting can help the developer identify inconsistencies in type sizing should the destination pointer type change, particularly if the pointer is declared far from the malloc() call (although modern compilers and static analysers can warn on such behaviour without requiring the cast).
Disadvantages to casting
Under the C standard, the cast is redundant.
Adding the cast may mask failure to include the header stdlib.h, in which the function prototype for malloc is found. In the absence of a prototype for malloc, the C90 standard requires that the C compiler assume malloc returns an int. If there is no cast, C90 requires a diagnostic when this integer is assigned to the pointer; however, with the cast, this diagnostic would not be produced, hiding a bug. On certain architectures and data models (such as LP64 on 64-bit systems, where long and pointers are 64-bit and int is 32-bit), this error can actually result in undefined behaviour, as the implicitly declared malloc returns a 32-bit value whereas the actually defined function returns a 64-bit value. Depending on calling conventions and memory layout, this may result in stack smashing. This issue is less likely to go unnoticed in modern compilers, as C99 does not permit implicit declarations, so the compiler must produce a diagnostic even if it does assume int return.
If the type of the pointer is changed at its declaration, one may also need to change all lines where malloc is called and cast.
Common errors
The improper use of dynamic memory allocation can frequently be a source of bugs. These can include security bugs or program crashes, most often due to segmentation faults.
Most common errors are as follows:
Not checking for allocation failures Memory allocation is not guaranteed to succeed, and may instead return a null pointer. Using the returned value, without checking if the allocation is successful, invokes undefined behavior. This usually leads to crash (due to the resulting segmentation fault on the null pointer dereference), but there is no guarantee that a crash will happen so relying on that can also lead to problems.
Memory leaks Failure to deallocate memory using free leads to buildup of non-reusable memory, which is no longer used by the program. This wastes memory resources and can lead to allocation failures when these resources are exhausted.
Logical errors All allocations must follow the same pattern: allocation using malloc, usage to store data, deallocation using free. Failures to adhere to this pattern, such as memory usage after a call to free (dangling pointer) or before a call to malloc (wild pointer), calling free twice ("double free"), etc., usually causes a segmentation fault and results in a crash of the program. These errors can be transient and hard to debug – for example, freed memory is usually not immediately reclaimed by the OS, and thus dangling pointers may persist for a while and appear to work.
In addition, as an interface that precedes ANSI C standardization, and its associated functions have behaviors that were intentionally left to the implementation to define for themselves. One of them is the zero-length allocation, which is more of a problem with since it is more common to resize to zero. Although both POSIX and the Single Unix Specification require proper handling of 0-size allocations by either returning or something else that can be safely freed, not all platforms are required to abide by these rules. Among the many double-free errors that it has led to, the 2019 WhatsApp RCE was especially prominent. A way to wrap these functions to make them safer is by simply checking for 0-size allocations and turning them into those of size 1. (Returning has its own problems: it otherwise indicates an out-of-memory failure. In the case of it would have signaled that the original memory was not moved and freed, which again is not the case for size 0, leading to the double-free.)
Implementations
The implementation of memory management depends greatly upon operating system and architecture. Some operating systems supply an allocator for malloc, while others supply functions to control certain regions of data. The same dynamic memory allocator is often used to implement both malloc and the operator new in C++.
Heap-based
Implementation of the allocator is commonly done using the heap, or data segment. The allocator will usually expand and contract the heap to fulfill allocation requests.
The heap method suffers from a few inherent flaws, stemming entirely from fragmentation. Like any method of memory allocation, the heap will become fragmented; that is, there will be sections of used and unused memory in the allocated space on the heap. A good allocator will attempt to find an unused area of already allocated memory to use before resorting to expanding the heap. The major problem with this method is that the heap has only two significant attributes: base, or the beginning of the heap in virtual memory space; and length, or its size. The heap requires enough system memory to fill its entire length, and its base can never change. Thus, any large areas of unused memory are wasted. The heap can get "stuck" in this position if a small used segment exists at the end of the heap, which could waste any amount of address space. On lazy memory allocation schemes, such as those often found in the Linux operating system, a large heap does not necessarily reserve the equivalent system memory; it will only do so at the first write time (reads of non-mapped memory pages return zero). The granularity of this depends on page size.
dlmalloc and ptmalloc
Doug Lea has developed the public domain dlmalloc ("Doug Lea's Malloc") as a general-purpose allocator, starting in 1987. The GNU C library (glibc) is derived from Wolfram Gloger's ptmalloc ("pthreads malloc"), a fork of dlmalloc with threading-related improvements. As of November 2019, the latest version of dlmalloc is version 2.8.6 from August 2012.
dlmalloc is a boundary tag allocator. Memory on the heap is allocated as "chunks", an 8-byte aligned data structure which contains a header, and usable memory. Allocated memory contains an 8- or 16-byte overhead for the size of the chunk and usage flags (similar to a dope vector). Unallocated chunks also store pointers to other free chunks in the usable space area, making the minimum chunk size 16 bytes on 32-bit systems and 24/32 (depends on alignment) bytes on 64-bit systems.
Unallocated memory is grouped into "bins" of similar sizes, implemented by using a double-linked list of chunks (with pointers stored in the unallocated space inside the chunk). Bins are sorted by size into three classes:
For requests below 256 bytes (a "smallbin" request), a simple two power best fit allocator is used. If there are no free blocks in that bin, a block from the next highest bin is split in two.
For requests of 256 bytes or above but below the mmap threshold, dlmalloc since v2.8.0 use an in-place bitwise trie algorithm ("treebin"). If there is no free space left to satisfy the request, dlmalloc tries to increase the size of the heap, usually via the brk system call. This feature was introduced way after ptmalloc was created (from v2.7.x), and as a result is not a part of glibc, which inherits the old best-fit allocator.
For requests above the mmap threshold (a "largebin" request), the memory is always allocated using the mmap system call. The threshold is usually 256 KB. The mmap method averts problems with huge buffers trapping a small allocation at the end after their expiration, but always allocates an entire page of memory, which on many architectures is 4096 bytes in size.
Game developer Adrian Stone argues that , as a boundary-tag allocator, is unfriendly for console systems that have virtual memory but do not have demand paging. This is because its pool-shrinking and growing callbacks (sysmalloc/systrim) cannot be used to allocate and commit individual pages of virtual memory. In the absence of demand paging, fragmentation becomes a greater concern.
FreeBSD's and NetBSD's jemalloc
Since FreeBSD 7.0 and NetBSD 5.0, the old malloc implementation (phkmalloc by Poul-Henning Kamp) was replaced by jemalloc, written by Jason Evans. The main reason for this was a lack of scalability of phkmalloc in terms of multithreading. In order to avoid lock contention, jemalloc uses separate "arenas" for each CPU. Experiments measuring number of allocations per second in multithreading application have shown that this makes it scale linearly with the number of threads, while for both phkmalloc and dlmalloc performance was inversely proportional to the number of threads.
OpenBSD's malloc
OpenBSD's implementation of the malloc function makes use of mmap. For requests greater in size than one page, the entire allocation is retrieved using mmap; smaller sizes are assigned from memory pools maintained by malloc within a number of "bucket pages", also allocated with mmap. On a call to free, memory is released and unmapped from the process address space using munmap. This system is designed to improve security by taking advantage of the address space layout randomization and gap page features implemented as part of OpenBSD's mmap system call, and to detect use-after-free bugs—as a large memory allocation is completely unmapped after it is freed, further use causes a segmentation fault and termination of the program.
The GrapheneOS project initially started out by porting OpenBSD's memory allocator to Android's Bionic C Library.
Hoard malloc
Hoard is an allocator whose goal is scalable memory allocation performance. Like OpenBSD's allocator, Hoard uses mmap exclusively, but manages memory in chunks of 64 kilobytes called superblocks. Hoard's heap is logically divided into a single global heap and a number of per-processor heaps. In addition, there is a thread-local cache that can hold a limited number of superblocks. By allocating only from superblocks on the local per-thread or per-processor heap, and moving mostly-empty superblocks to the global heap so they can be reused by other processors, Hoard keeps fragmentation low while achieving near linear scalability with the number of threads.
mimalloc
An open-source compact general-purpose memory allocator from Microsoft Research with focus on performance. The library is about 11,000 lines of code.
Thread-caching malloc (tcmalloc)
Every thread has a thread-local storage for small allocations. For large allocations mmap or sbrk can be used. TCMalloc, a malloc developed by Google, has garbage-collection for local storage of dead threads. The TCMalloc is considered to be more than twice as fast as glibc's ptmalloc for multithreaded programs.
In-kernel
Operating system kernels need to allocate memory just as application programs do. The implementation of malloc within a kernel often differs significantly from the implementations used by C libraries, however. For example, memory buffers might need to conform to special restrictions imposed by DMA, or the memory allocation function might be called from interrupt context. This necessitates a malloc implementation tightly integrated with the virtual memory subsystem of the operating system kernel.
Overriding malloc
Because malloc and its relatives can have a strong impact on the performance of a program, it is not uncommon to override the functions for a specific application by custom implementations that are optimized for application's allocation patterns. The C standard provides no way of doing this, but operating systems have found various ways to do this by exploiting dynamic linking. One way is to simply link in a different library to override the symbols. Another, employed by Unix System V.3, is to make malloc and free function pointers that an application can reset to custom functions.
The most common form on POSIX-like systems is to set the environment variable LD_PRELOAD with the path of the allocator, so that the dynamic linker uses that version of malloc/calloc/free instead of the libc implementation.
Allocation size limits
The largest possible memory block malloc can allocate depends on the host system, particularly the size of physical memory and the operating system implementation.
Theoretically, the largest number should be the maximum value that can be held in a size_t type, which is an implementation-dependent unsigned integer representing the size of an area of memory. In the C99 standard and later, it is available as the SIZE_MAX constant from <stdint.h>. Although not guaranteed by , it is usually 2^(CHAR_BIT * sizeof(size_t)) - 1.
On glibc systems, the largest possible memory block malloc can allocate is only half this size, namely 2^(CHAR_BIT * sizeof(ptrdiff_t) - 1) - 1.
Extensions and alternatives
The C library implementations shipping with various operating systems and compilers may come with alternatives and extensions to the standard malloc interface. Notable among these is:
alloca, which allocates a requested number of bytes on the call stack. No corresponding deallocation function exists, as typically the memory is deallocated as soon as the calling function returns. alloca was present on Unix systems as early as 32/V (1978), but its use can be problematic in some (e.g., embedded) contexts. While supported by many compilers, it is not part of the ANSI-C standard and therefore may not always be portable. It may also cause minor performance problems: it leads to variable-size stack frames, so that both stack and frame pointers need to be managed (with fixed-size stack frames, one of these is redundant). Larger allocations may also increase the risk of undefined behavior due to a stack overflow. C99 offered variable-length arrays as an alternative stack allocation mechanism however, this feature was relegated to optional in the later C11 standard.
POSIX defines a function posix_memalign that allocates memory with caller-specified alignment. Its allocations are deallocated with free, so the implementation usually needs to be a part of the malloc library.
See also
Buffer overflow
Memory debugger
Memory protection
Page size
Variable-length array
References
External links
Definition of malloc in IEEE Std 1003.1 standard
Lea, Doug; The design of the basis of the glibc allocator
Gloger, Wolfram; The ptmalloc homepage
Berger, Emery; The Hoard homepage
Douglas, Niall; The nedmalloc homepage
Evans, Jason; The jemalloc homepage
Google; The tcmalloc homepage
Simple Memory Allocation Algorithms on OSDEV Community
Michael, Maged M.; Scalable Lock-Free Dynamic Memory Allocation
Bartlett, Jonathan; Inside memory management – The choices, tradeoffs, and implementations of dynamic allocation
Memory Reduction (GNOME) wiki page with much information about fixing malloc
C99 standard draft, including TC1/TC2/TC3
Some useful references about C
ISO/IEC 9899 – Programming languages – C
Understanding glibc malloc
Memory management
Memory management software
C standard library
Articles with example C code
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https://en.wikipedia.org/wiki/Comecon
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Comecon
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The Council for Mutual Economic Assistance (, ; English abbreviation COMECON, CMEA, CEMA, or CAME) was an economic organization from 1949 to 1991 under the leadership of the Soviet Union that comprised the countries of the Eastern Bloc along with a number of socialist states elsewhere in the world.
The descriptive term was often applied to all multilateral activities involving members of the organization, rather than being restricted to the direct functions of Comecon and its organs. This usage was sometimes extended as well to bilateral relations among members because in the system of communist international economic relations, multilateral accords typically of a general nature tended to be implemented through a set of more detailed, bilateral agreements.
Comecon was the Eastern Bloc's response to the formation in Western Europe of the Marshall Plan and the OEEC, which later became the OECD.
Name in official languages of the members
History
Foundation
The Comecon was founded in 1949 by the Soviet Union, Bulgaria, Czechoslovakia, Hungary, Poland, and Romania. The primary factors in Comecon's formation appear to have been Joseph Stalin's desire to cooperate and strengthen the international relationships at an economic level with the smaller states of Central Europe, and which were now, increasingly, cut off from their traditional markets and suppliers in the rest of Europe. Czechoslovakia, Hungary, and Poland had remained interested in Marshall aid despite the requirements for a convertible currency and market economies. These requirements, which would inevitably have resulted in stronger economic ties to free European markets than to the Soviet Union, were not acceptable to Stalin, who in July 1947, ordered these communist governments to pull out of the Paris Conference on the European Recovery Programme. This has been described as "the moment of truth" in the post-World War II division of Europe. According to the Soviet view the "Anglo-American bloc" and "American monopolists ... whose interests had nothing in common with those of the European people" had spurned East-West collaboration within the framework agreed within the United Nations, that is, through the Economic Commission for Europe.
Some say that Stalin's precise motives in establishing Comecon were "inscrutable" They may well have been "more negative than positive", with Stalin "more anxious to keep other powers out of neighbouring buffer states… than to integrate them." Furthermore, GATT's notion of ostensibly nondiscriminatory treatment of trade partners was thought to be incompatible with notions of socialist solidarity. In any event, proposals for a customs union and economic integration of Central and Eastern Europe date back at least to the Revolutions of 1848 (although many earlier proposals had been intended to stave off the Russian and/or communist "menace") and the state-to-state trading inherent in centrally planned economies required some sort of coordination: otherwise, a monopolist seller would face a monopsonist buyer, with no structure to set prices.
Comecon was established at a Moscow economic conference January 5–8, 1949, at which the six founding member countries were represented; its foundation was publicly announced on January 25; Albania joined a month later and East Germany in 1950.
Recent research by the Romanian researcher Elena Dragomir suggests that Romania played a rather important role in the Comecon's creation in 1949. Dragomir argues that Romania was interested in the creation of a "system of cooperation" to improve its trade relations with the other people's democracies, especially with those able to export industrial equipment and machinery to Romania. According to Dragomir, in December 1948, the Romanian leader Gheorghe Gheorghiu-Dej sent a letter to Stalin, proposing the creation of the Comecon.
At first, planning seemed to be moving along rapidly. After pushing aside Nikolai Voznesensky's technocratic, price-based approach (see further discussion below), the direction appeared to be toward a coordination of national economic plans, but with no coercive authority from Comecon itself. All decisions would require unanimous ratification, and even then governments would separately translate these into policy. Then in summer 1950, probably unhappy with the favorable implications for the effective individual and collective sovereignty of the smaller states, Stalin "seems to have taken [Comecon's] personnel by surprise," bringing operations to a nearly complete halt, as the Soviet Union moved domestically toward autarky and internationally toward an "embassy system of meddling in other countries' affairs directly" rather than by "constitutional means". Comecon's scope was officially limited in November 1950 to "practical questions of facilitating trade."
One important legacy of this brief period of activity was the "Sofia Principle", adopted at the August 1949 Comecon council session in Bulgaria. This radically weakened intellectual property rights, making each country's technologies available to the others for a nominal charge that did little more than cover the cost of documentation. This, naturally, benefited the less industrialized Comecon countries, and especially the technologically lagging Soviet Union, at the expense of East Germany and Czechoslovakia and, to a lesser extent, Hungary and Poland. (This principle would weaken after 1968, as it became clear that it discouraged new researchand as the Soviet Union itself began to have more marketable technologies.)
In a recent paper by Faudot, Nenovsky and Marinova (2022) the functioning and the collapse of the Comecon has been studied. It focuses on the evolution of the monetary mechanisms and some technical problems of multilateral payments and the peculiarities of the transfer ruble. Comecon as an organization proved unable to develop multilateralism mainly because of issues related to domestic planning that encouraged autarky
and, at best, bilateral exchanges.
Nikita Khrushchev era
After Stalin's death in 1953, Comecon again began to find its footing. In the early 1950s, all Comecon countries had adopted relatively autarkic policies; now they began again to discuss developing complementary specialties, and in 1956, ten permanent standing committees arose, intended to facilitate coordination in these matters. The Soviet Union began to trade oil for Comecon manufactured goods. There was much discussion of coordinating five-year plans.
However, once again, trouble arose. The Polish protests and Hungarian uprising led to major social and economic changes, including the 1957 abandonment of the 1956–60 Soviet five-year plan, as the Comecon governments struggled to reestablish their legitimacy and popular support. The next few years saw a series of small steps toward increased trade and economic integration, including the introduction of the "", revised efforts at national specialization, and a 1959 charter modeled after the 1957 Treaty of Rome.
Once again, efforts at transnational central planning failed. In December 1961, a council session approved the Basic Principles of the International Socialist Division of Labour, which talked of closer coordination of plans and of "concentrating production of similar products in one or several socialist countries." In November 1962, Soviet Premier Nikita Khrushchev followed this up with a call for "a common single planning organ." This was resisted by Czechoslovakia, Hungary, and Poland, but most emphatically by increasingly nationalistic Romania, which strongly rejected the notion that they should specialize in agriculture. In Central and Eastern Europe, only Bulgaria happily took on an assigned role (also agricultural, but in Bulgaria's case this had been the country's chosen direction even as an independent country in the 1930s). Essentially, by the time the Soviet Union was calling for tight economic integration, they no longer had the power to impose it. Despite some slow headwayintegration increased in petroleum, electricity, and other technical/scientific sectorsand the 1963 founding of an International Bank for Economic Co-operation, Comecon countries all increased trade with the West relatively more than with one another.
Leonid Brezhnev era
From its founding until 1967, Comecon had operated only on the basis of unanimous agreements. It had become increasingly obvious that the result was usually failure. In 1967, Comecon adopted the "interested party principle", under which any country could opt out of any project they chose, still allowing the other member states to use Comecon mechanisms to coordinate their activities. In principle, a country could still veto, but the hope was that they would typically choose just to step aside rather than either veto or be a reluctant participant. This aimed, at least in part, at allowing Romania to chart its own economic course without leaving Comecon entirely or bringing it to an impasse (see de-satellization of Communist Romania).
Also until the late 1960s, the official term for Comecon activities was cooperation. The term integration was always avoided because of its connotations of monopolistic capitalist collusion. After the "special" council session of April 1969 and the development and adoption (in 1971) of the Comprehensive Program for the Further Extension and Improvement of Cooperation and the Further Development of Socialist Economic Integration by Comecon Member Countries, Comecon activities were officially termed integration (equalization of "differences in relative scarcities of goods and services between states through the deliberate elimination of barriers to trade and other forms of interaction"). Although such equalization had not been a pivotal point in the formation and implementation of Comecon's economic policies, improved economic integration had always been Comecon's goal.
While such integration was to remain a goal, and while Bulgaria became yet more tightly integrated with the Soviet Union, progress in this direction was otherwise continually frustrated by the national central planning prevalent in all Comecon countries, by the increasing diversity of its members (which by this time included Mongolia and would soon include Cuba) and by the "overwhelming asymmetry" and resulting distrust between the many small member states and the Soviet "superstate" which, in 1983, "accounted for 88 percent of Comecon's territory and 60 percent of its population."
In this period, there were some efforts to move away from central planning, by establishing intermediate industrial associations and combines in various countries (which were often empowered to negotiate their own international deals). However, these groupings typically proved "unwieldy, conservative, risk-averse, and bureaucratic," reproducing the problems they had been intended to solve.
One economic success of the 1970s was the development of Soviet oil fields. While doubtless "(Central and) East Europeans resented having to defray some of the costs of developing the economy of their hated overlord and oppressor," they benefited from low prices for fuel and other mineral products. As a result, Comecon economies generally showed strong growth in the mid-1970s. They were largely unaffected by the 1973 oil crisis. Another short-term economic gain in this period was that détente brought opportunities for investment and technology transfers from the West. This also led to an importation of Western cultural attitudes, especially in Central Europe. However, many undertakings based on Western technology were less than successful (for example, Poland's Ursus tractor factory did not do well with technology licensed from Massey Ferguson); other investment was wasted on luxuries for the party elite, and most Comecon countries ended up indebted to the West when capital flows died out as détente faded in the late 1970s, and from 1979 to 1983, all of Comecon experienced a recession from which (with the possible exceptions of East Germany and Bulgaria) they never recovered in the Communist era. Romania and Poland experienced major declines in the standard of living.
Perestroika
The 1985 Comprehensive Program for Scientific and Technical Progress and the rise to power of Soviet general secretary Mikhail Gorbachev increased Soviet influence in Comecon operations and led to attempts to give Comecon some degree of supranational authority. The Comprehensive Program for Scientific and Technical Progress was designed to improve economic cooperation through the development of a more efficient and interconnected scientific and technical base. This was the era of perestroika ("restructuring"), the last attempt to put the Comecon economies on a sound economic footing. Gorbachev and his economic mentor Abel Aganbegyan hoped to make "revolutionary changes" in the economy, foreseeing that "science will increasingly become a 'direct productive force', as Marx foresaw… By the year 2000… the renewal of plant and machinery… will be running at 6 percent or more per year."
The program was not a success. "The Gorbachev regime made too many commitments on too many fronts, thereby overstretching and overheating the Soviet economy. Bottlenecks and shortages were not relieved but exacerbated, while the (Central and) East European members of Comecon resented being asked to contribute scarce capital to projects that were chiefly of interest to the Soviet Union…" Furthermore, the liberalization that by June 25, 1988 allowed Comecon countries to negotiate trade treaties directly with the European Community (the renamed EEC), and the "Sinatra doctrine" under which the Soviet Union allowed that change would be the exclusive affair of each individual country marked the beginning of the end for Comecon. Although the Revolutions of 1989 did not formally end Comecon, and the Soviet government itself lasted until 1991, the March 1990 meeting in Prague was little more than a formality, discussing the coordination of non-existent five-year plans. From January 1, 1991, the countries shifted their dealings with one another to a hard currency market basis. The result was a radical decrease in trade with one another, as "(Central and) Eastern Europe… exchanged asymmetrical trade dependence on the Soviet Union for an equally asymmetrical commercial dependence on the European Community."
The final Comecon council session took place on June 28, 1991, in Budapest, and led to an agreement to dissolve in 90 days. The Soviet Union was dissolved on December 26, 1991.
Post-Cold War activity after Comecon
After the fall of the Soviet Union and communist rule in Eastern Europe, East Germany (now unified with West Germany) automatically joined the European Union (then the European Community) in 1990. The Baltic States (Estonia, Latvia and Lithuania), Czech Republic, Hungary, Poland, Slovakia, and Slovenia joined the EU in 2004, followed by Bulgaria and Romania in 2007 and Croatia in 2013. To date, Czech Republic, Estonia, Germany (former GDR), Hungary, Latvia, Poland, Slovakia, and Slovenia are now members of the Organisation for Economic Co-operation and Development. All four Central European states are now members of the Visegrád Group.
Russia, the successor to the Soviet Union along with Ukraine and Belarus founded the Commonwealth of Independent States which consists of most of the ex-Soviet republics. The country also leads the Shanghai Cooperation Organisation with Kazakhstan, Kyrgyzstan and Uzbekistan and the Eurasian Economic Union with Armenia, Belarus, Kazakhstan and Kyrgyzstan. Along with Ukraine, Georgia, Azerbaijan and Moldova are also part of the GUAM.
Vietnam and Laos joined the Association of Southeast Asian Nations (ASEAN) in 1995 and 1997 respectively.
Membership
Full members
Albania had stopped participating in Comecon activities in 1961 following the Soviet–Albanian split, but formally withdrew in 1987. East Germany reunified with the West in 1990.
Associate status
(1964)
Observer status
In the late 1950s, a number of communist-ruled non-member countries the People's Republic of China, North Korea, Mongolia, Vietnam, and Yugoslavia were invited to participate as observers in Comecon sessions. Although Mongolia and Vietnam later gained full membership, China stopped attending Comecon sessions after 1961. Yugoslavia negotiated a form of associate status in the organization, specified in its 1964 agreement with Comecon. Collectively, the members of the Comecon did not display the necessary prerequisites for economic integration: their level of industrialization was low and uneven, with a single dominant member (the Soviet Union) producing 70% of the community national product.
In the late 1980s, there were ten full members: the Soviet Union, six East European countries, and three extra-regional members. Geography, therefore, no longer united Comecon members. Wide variations in economic size and level of economic development also tended to generate divergent interests among the member countries. All these factors combined to give rise to significant differences in the member states' expectations about the benefits to be derived from membership in Comecon. Unity was provided instead by political and ideological factors. All Comecon members were "united by a commonality of fundamental class interests and the ideology of Marxism-Leninism" and had common approaches to economic ownership (state versus private) and management (plan versus market). In 1949 the ruling communist parties of the founding states were also linked internationally through the Cominform, from which Yugoslavia had been expelled the previous year. Although the Cominform was disbanded in 1956, interparty links continued to be strong among Comecon members, and all participated in periodic international conferences of communist parties. Comecon provided a mechanism through which its leading member, the Soviet Union, sought to foster economic links with and among its closest political and military allies. The East European members of Comecon were also militarily allied with the Soviet Union in the Warsaw Pact.
There were three kinds of relationships – besides the 10 full memberships – with the Comecon:
Yugoslavia was the only country considered to have associate member status. On the basis of the 1964 agreement, Yugoslavia participated in twenty-one of the thirty-two key Comecon institutions as if it were a full member.
Finland, Iraq, Mexico, and Nicaragua had a cooperant status with Comecon. Because the governments of these countries were not empowered to conclude agreements in the name of private companies, the governments did not take part in Comecon operations. They were represented in Comecon by commissions made up of members of the government and the business community. The commissions were empowered to sign various "framework" agreements with Comecon's Joint Commission on Cooperation.
After 1956, Comecon allowed certain countries with communist or pro-Soviet governments to attend sessions as observers. In November 1986, delegations from Afghanistan, Ethiopia, Laos, and South Yemen attended the 42nd Council Session as observers.
Exchange
Working with neither meaningful exchange rates nor a market economy, Comecon countries had to look to world markets as a reference point for prices, but unlike agents acting in a market, prices tended to be stable over a period of years, rather than constantly fluctuating, which assisted central planning. Also, there was a tendency to underprice raw materials relative to the manufactured goods produced in many of the Comecon countries.
International barter helped preserve the Comecon countries' scarce hard currency reserves. In strict economic terms, barter inevitably harmed countries whose goods would have brought higher prices in the free market or whose imports could have been obtained more cheaply and benefitted those for whom it was the other way around. Still, all of the Comecon countries gained some stability, and the governments gained some legitimacy, and in many ways this stability and protection from the world market was viewed, at least in the early years of Comecon, as an advantage of the system, as was the formation of stronger ties with other socialist countries.
Within Comecon, there were occasional struggles over how this system should work. Early on, Nikolai Voznesensky pushed for a more "law-governed" and technocratic price-based approach. However, with the August 1948 death of Andrei Zhdanov, Voznesensky lost his patron and was soon accused of treason as part of the Leningrad Affair; within two years he was dead in prison. Instead, what won out was a "physical planning" approach that strengthened the role of central governments over technocrats. At the same time, the effort to create a single regime of planning "common economic organization" with the ability to set plans throughout the Comecon region also came to nought. A protocol to create such a system was signed January 18, 1949, but never ratified. While historians are not unanimous on why this was stymied, it clearly threatened the sovereignty not only of the smaller states but even of the Soviet Union itself, since an international body would have had real power; Stalin clearly preferred informal means of intervention in the other Comecon states. This lack of either rationality or international central planning tended to promote autarky in each Comecon country because none fully trusted the others to deliver goods and services.
With few exceptions, foreign trade in the Comecon countries was a state monopoly, and the state agencies and captive trading companies were often corrupt. Even at best, this tended to put several removes between a producer and any foreign customer, limiting the ability to learn to adjust to foreign customers' needs. Furthermore, there was often strong political pressure to keep the best products for domestic use in each country. From the early 1950s to Comecon's demise in the early 1990s, intra-Comecon trade, except for Soviet petroleum, was in steady decline.
Oil transfers
Beginning no later than the early 1970s, Soviet petroleum and natural gas were routinely transferred within Comecon at below-market rates. Most Western commentators have viewed this as implicit, politically motivated subsidization of shaky economies to defuse discontent and reward compliance with Soviet wishes. Other commentators say that this may not have been deliberate policy, noting that whenever prices differ from world market prices, there will be winners and losers. They argue that this may have been simply an unforeseen consequence of two factors: the slow adjustment of Comecon prices during a time of rising oil and gas prices, and the fact that mineral resources were abundant in the Comecon sphere, relative to manufactured goods. A possible point of comparison is that there were also winners and losers under EEC agricultural policy in the same period. Russian and Kazakh oil kept the Comecon countries' oil prices low when the 1973 oil crisis quadrupled Western oil prices.
Ineffective production
The organization of Comecon was officially focused on common expansion of states, more effective production and building relationships between countries within. And as in every planned economy, operations did not reflect state of market, innovations, availability of items or the specific needs of a country. One example came from former Czechoslovakia. In the 1970s, the Communist party of Czechoslovakia finally realized that there was a need for underground trains. Czechoslovak designers projected a cheap but technologically innovative underground train. The train was a state-of-the-art project, capable of moving underground or on the surface using standard rails, had a high number of passenger seats, and was lightweight. According to the designers, the train was technologically more advanced than the trains used in New York's Subway, London's Tube or the Paris Metro. However, due to the plan of Comecon, older Soviet trains were used, which guaranteed profit for the Soviet Union and work for workers in Soviet factories. That economical change lead to the cancellation of the R1 trains by A. Honzík. The Comecon plan, though more profitable for the Soviets, if less resourceful for the Czechs and Slovaks, forced the Czechoslovak government to buy trains "Ečs (81-709)" and "81-71", both of which were designed in early 1950s and were heavy, unreliable and expensive. (Materials available only in Czech Republic and Slovakia, video included)
On the other hand, Czechoslovak trams (Tatra T3) and jet trainers (L-29) were the standard for all Comecon countries, including the USSR, and other countries could develop their own designs but only for their own needs, like Poland (respectively, Konstal trams and TS-11 jets). Poland was a manufacturer of light helicopters for Comecon countries (Mi-2 of the Soviet design). The USSR developed their own model Kamov Ka-26 and Romania produced French helicopters under license for their own market. In a formal or informal way, often the countries were discouraged from developing their own designs that competed with the main Comecon design.
Structure
Although not formally part of the organization's hierarchy, the Conference of First Secretaries of Communist and Workers' Parties and of the Heads of Government of the Comecon Member Countries was Comecon's most important organ. These party and government leaders gathered for conference meetings regularly to discuss topics of mutual interest. Because of the rank of conference participants, their decisions had considerable influence on the actions taken by Comecon and its organs.
The official hierarchy of Comecon consisted of the Session of the Council for Mutual Economic Assistance, the Executive Committee of the Council, the Secretariat of the Council, four council committees, twenty-four standing commissions, six interstate conferences, two scientific institutes, and several associated organizations.
The Session
The Session of the Council for Mutual Economic Assistance, officially the highest Comecon organ, examined fundamental problems of economic integration and directed the activities of the Secretariat and other subordinate organizations. Delegations from each Comecon member country attended these meetings. Prime ministers usually headed the delegations, which met during the second quarter of each year in a member country's capital (the location of the meeting was determined by a system of rotation based on Cyrillic script). All interested parties had to consider recommendations handed down by the Session. A treaty or other kind of legal agreement implemented adopted recommendations. Comecon itself might adopt decisions only on organizational and procedural matters pertaining to itself and its organs.
Each country appointed one permanent representative to maintain relations between members and Comecon between annual meetings. An extraordinary Session, such as the one in December 1985, might be held with the consent of at least one-third of the members. Such meetings usually took place in Moscow.
Executive committee
The highest executive organ in Comecon, the Executive Committee, was entrusted with elaborating policy recommendations and supervising their implementation between sessions. In addition, it supervised work on plan coordination and scientific-technical cooperation. Composed of one representative from each member country, usually a deputy prime minister, the Executive Committee met quarterly, usually in Moscow. In 1971 and 1974, the Executive Committee acquired economic departments that ranked above the standing commissions. These economic departments considerably strengthened the authority and importance of the Executive Committee.
Other entities
There were four council committees: Council Committee for Cooperation in Planning, Council Committee for Scientific and Technical Cooperation, Council Committee for Cooperation in Material and Technical Supply, and Council Committee for Cooperation in Machine Building. Their mission was "to ensure the comprehensive examination and a multilateral settlement of the major problems of cooperation among member countries in the economy, science, and technology." All committees were headquartered in Moscow and usually met there. These committees advised the standing commissions, the Secretariat, the interstate conferences, and the scientific institutes in their areas of specialization. Their jurisdiction was generally wider than that of the standing commissions because they had the right to make policy recommendations to other Comecon organizations.
The Council Committee for Cooperation in Planning was the most important of the four. It coordinated the national economic plans of Comecon members. As such, it ranked in importance only after the Session and the Executive Committee. Made up of the chairmen of Comecon members' national central planning offices, the Council Committee for Cooperation in Planning drew up draft agreements for joint projects, adopted a resolution approving these projects, and recommended approval to the concerned parties. If its decisions were not subject to approval by national governments and parties, this committee would be considered Comecon's supranational planning body.
The international Secretariat, Comecon's only permanent body, was Comecon's primary economic research and administrative organ. The secretary, who has been a Soviet official since Comecon creation, was the official Comecon representative to Comecon member states and to other states and international organizations. Subordinate to the secretary were his deputy and the various departments of the Secretariat, which generally corresponded to the standing commissions. The Secretariat's responsibilities included preparation and organization of Comecon sessions and other meetings conducted under the auspices of Comecon; compilation of digests on Comecon activities; conduct of economic and other research for Comecon members; and preparation of recommendations on various issues concerning Comecon operations.
In 1956, eight standing commissions were set up to help Comecon make recommendations pertaining to specific economic sectors. The commissions have been rearranged and renamed a number of times since the establishment of the first eight. In 1986 there were twenty-four standing commissions, each headquartered in the capital of a member country and headed by one of that country's leading authorities in the field addressed by the commission. The Secretariat supervised the actual operations of the commissions. The standing commissions had authority only to make recommendations, which had then to be approved by the Executive Committee, presented to the Session, and ratified by the interested member countries. Commissions usually met twice a year in Moscow.
The six interstate conferences (on water management, internal trade, legal matters, inventions and patents, pricing, and labor affairs) served as forums for discussing shared issues and experiences. They were purely consultative and generally acted in an advisory capacity to the Executive Committee or its specialized committees.
The scientific institutes on standardization and on economic problems of the world economic system concerned themselves with theoretical problems of international cooperation. Both were headquartered in Moscow and were staffed by experts from various member countries.
Affiliated agencies
Several affiliated agencies, having a variety of relationships with Comecon, existed outside the official Comecon hierarchy. They served to develop "direct links between appropriate bodies and organizations of Comecon member countries."
These affiliated agencies were divided into two categories: intergovernmental economic organizations (which worked on a higher level in the member countries and generally dealt with a wider range of managerial and coordinative activities) and international economic organizations (which worked closer to the operational level of research, production, or trade). A few examples of the former are the International Bank for Economic Cooperation (managed the transferable rouble system), the International Investment Bank (in charge of financing joint projects), and Intermetall (encouraged cooperation in ferrous metallurgy).
International economic organizations generally took the form of either joint enterprises, international economic associations or unions, or international economic partnerships. The latter included Interatominstrument (nuclear machinery producers), Intertekstilmash (textile machinery producers), and Haldex (a Hungarian-Polish joint enterprise for reprocessing coal slag).
Nature of operation
Comecon was an interstate organization through which members attempted to coordinate economic activities of mutual interest and to develop multilateral economic, scientific, and technical cooperation:
The Charter (1959) stated that "the sovereign equality of all members" was fundamental to the organization and procedures of Comecon.
The Comprehensive Program further emphasized that the processes of integration of members' economies were "completely voluntary and do not involve the creation of supranational bodies." Hence under the provisions of the Charter, each country had the right to equal representation and one vote in all organs of Comecon, regardless of the country's economic size or the size of its contribution to Comecon's budget.
From 1967, the "interestedness" provisions of the Charter reinforced the principle of "sovereign equality." Comecon's recommendations and decisions could be adopted only upon agreement among the interested members, and each had the right to declare its "interest" in any matter under consideration.
Furthermore, in the words of the Charter (as revised in 1967), "recommendations and decisions shall not apply to countries that have declared that they have no interest in a particular matter."
Although Comecon recognized the principle of unanimity, from 1967 disinterested parties did not have a veto but rather the right to abstain from participation. A declaration of disinterest could not block a project unless the disinterested party's participation was vital. Otherwise, the Charter implied that the interested parties could proceed without the abstaining member, affirming that a country that had declared a lack of interest "may subsequently adhere to the recommendations and decisions adopted by the remaining members of the Council." However, a member country could also declare an "interest" and exercise a veto.
Over the years of its functioning, Comecon acted more as an instrument of mutual economic assistance than a means of economic integration, with multilateralism as an unachievable goal. J.F. Brown, a British historian of Eastern Europe, cited Vladimir Sobell, a Czech-born economist, for the view that Comecon was an "international protection system" rather than an "international trade system", in contrast with the EEC, which was essentially the latter. Whereas the latter was interested in production efficiency and in allocation via market prices, the former was interested in bilateral aid to fulfill central planning goals. Writing in 1988, Brown stated that many people in both the West and the East had assumed that a trade and efficiency approach was what Comecon was meant to pursue, which might make it an international trade system more like the EEC, and that some economists in Hungary and Poland had advocated such an approach in the 1970s and 1980s, but that "it would need a transformation of every [Eastern Bloc] economy along Hungarian lines [i.e., only partly centrally planned] to enable a market-guided Comecon to work. And any change along those lines has been ideologically unacceptable up to now."
Comecon versus the European Economic Community
Although Comecon was loosely referred to as the "European Economic Community (EEC) of (Central and) Eastern Europe," important contrasts existed between the two organizations. Both organizations administered economic integration; however, their economic structure, size, balance, and influence differed:
In the 1980s, the EEC incorporated the 270 million people in Europe into economic association through intergovernmental agreements aimed at maximizing profits and economic efficiency on a national and international scale. The EEC was a supranational body that could adopt decisions (such as removing tariffs) and enforce them. Activity by members was based on initiative and enterprise from below (on the individual or enterprise level) and was strongly influenced by market forces.
Comecon joined together 450 million people in 10 countries and on 3 continents. The level of industrialization from country to country differed greatly: the organization linked two underdeveloped countries – Mongolia, and Vietnam – with some highly industrialized states. Likewise, a large national income difference existed between European and non-European members. The physical size, military power, and political and economic resource base of the Soviet Union made it the dominant member. In trade among Comecon members, the Soviet Union usually provided raw materials, and Central and East European countries provided finished equipment and machinery. The three underdeveloped Comecon members had a special relationship with the other seven. Comecon realized disproportionately more political than economic gains from its heavy contributions to these three countries' underdeveloped economies. Economic integration or "plan coordination" formed the basis of Comecon's activities. In this system, which mirrored the member countries' planned economies, the decisions handed down from above ignored the influences of market forces or private initiative. Comecon had no supranational authority to make decisions or to implement them. Its recommendations could only be adopted with the full concurrence of interested parties and (from 1967) did not affect those members who declared themselves disinterested parties.
As remarked above, most Comecon foreign trade was a state monopoly, placing several barriers between a producer and a foreign customer. Unlike the EEC, where treaties mostly limited government activity and allowed the market to integrate economies across national lines, Comecon needed to develop agreements that called for positive government action. Furthermore, while private trade slowly limited or erased national rivalries in the EEC, state-to-state trade in Comecon reinforced national rivalries and resentments.
Prices, exchange rates, coordination of national plans
See: Comprehensive Program for Socialist Economic Integration
International relations within the Comecon
See: International relations within the Comecon
Soviet domination of Comecon was a function of its economic, political, and military power. The Soviet Union possessed 90 percent of Comecon members' land and energy resources, 70 percent of their population, 65 percent of their national income, and industrial and military capacities second in the world only to those of the United States. The location of many Comecon committee headquarters in Moscow and the large number of Soviet nationals in positions of authority also testified to the power of the Soviet Union within the organization.
Soviet efforts to exercise political power over its Comecon partners, however, were met with determined opposition. The "sovereign equality" of members, as described in the Comecon Charter, assured members that if they did not wish to participate in a Comecon project, they might abstain. Central and East European members frequently invoked this principle in fear that economic interdependence would further reduce political sovereignty. Thus, neither Comecon nor the Soviet Union as a major force within Comecon had supranational authority. Although this fact ensured some degree of freedom from Soviet economic domination of the other members, it also deprived Comecon of necessary power to achieve maximum economic efficiency.
See also
Association of Southeast Asian Nations
Bilateral trade
Commonwealth of Independent States
Economy of the Soviet Union
Eurasian Economic Union
European Union
Druzhba pipeline also as Friendship Pipeline also as Comecon Pipeline
Five-year plans of the Soviet Union
History of the Soviet Union
Non-Aligned Movement
State capitalism
State socialism
Planned economy
Shanghai Cooperation Organisation
Spartakiad
Bolivarian Alliance for the Peoples of Our America
Visegrád Group
Craiova Group
Warsaw Pact
Notes
References
Robert Bideleux and Ian Jeffries, A History of Eastern Europe: Crisis and Change, Routledge, 1998. .
Brine, Jenny J., ed. Comecon: the rise and fall of an international socialist organization. Vol. 3. Transaction Publishers, 1992.
Crump, Laurien, and Simon Godard. "Reassessing Communist International Organisations: A Comparative Analysis of COMECON and the Warsaw Pact in relation to their Cold War Competitors." Contemporary European History 27.1 (2018): 85-109.
Falk, Flade. Review of Economic Entanglements in East-Central Europe and the Comecon´s Position in the Global Economy (1949-1991) online at (H-Soz-u-Kult, H-Net Reviews. Jam. 2013)
Godard, Simon. "Only One Way to Be a Communist? How Biographical Trajectories Shaped Internationalism among COMECON Experts." Critique internationale 1 (2015): 69-83.
Michael Kaser, Comecon: Integration Problems of the Planned Economies, Royal Institute of International Affairs/ Oxford University Press, 1967.
Lányi, Kamilla. "The collapse of the COMECON market." Russian & East European Finance and Trade 29.1 (1993): 68-86. online
Libbey, James. "CoCom, Comecon, and the Economic Cold War." Russian History 37.2 (2010): 133-152.
Radisch, Erik. "The Struggle of the Soviet Conception of Comecon, 1953–1975." Comparativ 27.5-6 (2017): 26-47.
Zwass, Adam. "The Council for Mutual Economic Assistance: The Thorny Path from Political to Economic Integration", M.E. Sharpe, Armonk, NY 1989.
Faudot, Adrien, Tsvetelina Marinova and Nikolay Nenovsky. " Comecon Monetary Mechanisms. A history of socialist monetary integration (1949–1991)", MPRA 2022. Comecon Monetary Mechanisms. A history of socialist monetary integration (1949–1991)
External links
Germany (East) Country Study (TOC), Data as of July 1987, Appendix B: The Council for Mutual Economic Assistance, Library of Congress Call Number DD280.6 .E22 1988.
Former international organizations
Eastern Bloc
Former territorial entities in Europe
Organizations established in 1949
Organizations disestablished in 1991
Foreign relations of Cuba
Economy of Czechoslovakia
Foreign relations of Czechoslovakia
Hungarian People's Republic
Mongolian People's Republic
20th century in Vietnam
20th century in Albania
Economy of East Germany
Foreign relations of East Germany
Socialist Republic of Romania
People's Republic of Bulgaria
1949 establishments in the Soviet Union
1991 disestablishments in Hungary
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https://en.wikipedia.org/wiki/Syama%20Prasad%20Mukherjee
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Syama Prasad Mukherjee
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Syama Prasad Mukherjee (6 July 1901 – 23 June 1953) was an Indian politician, barrister and academician, who served as India's first Minister for Industry and Supply (currently known as Ministry of Commerce and Industry) in Jawaharlal Nehru's cabinet. After falling out with Nehru, protesting against the Liaquat-Nehru Pact, Mukherjee resigned from Nehru's cabinet. With the help of the Rashtriya Swayamsevak Sangh, he founded the Bharatiya Jana Sangh, the predecessor to the Bharatiya Janata Party, in 1951.
He was also the president of Akhil Bharatiya Hindu Mahasabha from 1943 to 1946. He was arrested by the Jammu and Kashmir Police in 1953 when he tried to cross the border of the state. He was provisionally diagnosed of a heart attack and shifted to a hospital but died a day later. Since the Bharatiya Janata Party is the successor to the Bharatiya Jana Sangh, Mukherjee is also regarded as the founder of the Bharatiya Janata Party (BJP) by its members.
Early life and academic career
Syama Prasad Mukherjee was born in a Bengali Brahmin family on 6 July 1901 in Calcutta (Kolkata). His family originally hailed from Jirat, Hooghly District in modern-day West Bengal. His grandfather Ganga Prasad Mukherjee was born in Jirat and he was first in the family who came to Calcutta and settled here.
Syama Prasad's father was Ashutosh Mukherjee, a judge of the High Court of Calcutta, Bengal, who was also Vice-Chancellor of the University of Calcutta. His mother was Jogamaya Devi Mukherjee. He was a very meritorious student and he came to Calcutta to study in Medical College with the help of the wealthy people of Jirat. Later he settled down in the Bhawanipore area of Calcutta.
He enrolled in Bhawanipur's Mitra Institution in 1906 and his behaviour in school was later described favourably by his teachers. In 1914, he passed his matriculation examination and was admitted into Presidency College. He stood seventeenth in the Inter Arts Examination in 1916 and graduated in English, securing the first position in first class in 1921. He was married to Sudha Devi on 16 April 1922. Mukherjee also completed an MA in Bengali, being graded as first class in 1923 and also became a fellow of the Senate of the University of Calcutta in 1923. He completed his BL in 1924.
He enrolled as an advocate in Calcutta High Court in 1924, the same year in which his father had died. Subsequently, he left for England in 1926 to study at Lincoln's Inn and was called to the English Bar in the same year. In 1934, at the age of 33, he became the youngest Vice-Chancellor of the University of Calcutta; he held the office until 1938. During his term as Vice-Chancellor, Rabindranath Tagore delivered the University Convocation Address in Bengali for the first time, and the Indian vernacular was introduced as a subject for the highest examination. On 10 September 1938, the Senate of Calcutta university resolved to confer honorary D.Litt. on the Ex-Vice Chancellor in its opinion "by reason of eminent position and attainments, a fit and proper person to receive such a degree." Mukherjee received the D.Litt from Calcutta University on 26 November 1938. He was also the 15th President of the Association of Indian Universities during 1941-42.
Political career before independence
He started his political career in 1929, when he entered the Bengal Legislative Council as an Indian National Congress (INC) candidate representing Calcutta University. However, he resigned the next year when the INC decided to boycott the legislature. Subsequently, he contested the election as an independent candidate and was elected in the same year. In 1937, he was elected as an independent candidate in the elections which brought the Krishak Praja Party to power.
He served as the Finance Minister of Bengal Province in 1941–42 under A.K. Fazlul Haq's Progressive Coalition government which was formed on 12 December 1941 after the resignations of the Congress government. During his tenure, his statements against the government were censored and his movements were restricted. He was also prevented from visiting the Midnapore district in 1942 when severe floods caused a heavy loss of life and property. He resigned on 20 November 1942 accusing the British government of trying to hold on to India under any cost and criticised its repressive policies against the Quit India Movement. After resigning, he mobilised support and organised relief with the help of Mahabodhi Society, Ramakrishna Mission and Marwari Relief Society. In 1946, he was again elected as an independent candidate from the Calcutta University. He was elected as a member of the Constituent Assembly of India in the same year.
Hindu Mahasabha and Bengali Hindu Homeland Movement
Mukherjee joined the Hindu Mahasabha in Bengal in 1939 and became its acting president that same year. He was appointed as the working president of the organisation in 1940. In February 1941, Mukherjee told a Hindu rally that if Muslims wanted to live in Pakistan they should "pack their bag and baggage and leave India ... [to] wherever they like". Yet, the Hindu Mahasabha also formed provincial coalition governments with the All-India Muslim League in Sindh and the North-West Frontier Province while Mukherjee was its leader. He was elected as the President of Akhil Bharatiya Hindu Mahasabha in 1943. He remained in this position till 1946, with Laxman Bhopatkar becoming the new president in the same year.
Mukherjee demanded the partition of Bengal in 1946 to prevent the inclusion of its Hindu-majority areas in a Muslim-dominated East Pakistan. A meeting held by the Mahasabha on 15 April 1947 in Tarakeswar authorised him to take steps for ensuring partition of Bengal. In May 1947, he wrote a letter to Lord Mountbatten telling him that Bengal must be partitioned even if India was not. He also opposed a failed bid for a united but independent Bengal made in 1947 by Sarat Bose, the brother of Subhas Chandra Bose, and Huseyn Shaheed Suhrawardy, a Bengali Muslim politician. His views were strongly affected by the Noakhali genocide in East Bengal, where mobs belonging to the Muslim League massacred Hindus.
It was Mukherjee who launched the Bengali Hindu Homeland Movement. It refers to the movement of the Bengali Hindu people for the Partition of Bengal in 1947 to create a homeland aka West Bengal for themselves within the Indian Union, in the wake of Muslim League's proposal and campaign to include the entire province of Bengal within Pakistan, which was to be a homeland for the Muslims of British India.
Opposition to Quit India Movement
Following the Hindu Mahasabha's official decision to boycott the Quit India movement and the Rashtriya Swayamsevak Sangh's decision of non-participation in the movement.
Mukherjee wrote a letter to Sir John Herbert, Governor of Bengal as to how they should respond to "Quit India" movement. In this letter, dated 26 July 1942 he wrote:
Let me now refer to the situation that may be created in the province as a result of any widespread movement launched by the Congress. Anybody, who during the war, plans to stir up mass feeling, resulting internal disturbances or insecurity, must be resisted by any Government that may function for the time being
Mukherjee in this letter reiterated that the Fazlul Haq-led Bengal Government, along with its alliance partner Hindu Mahasabha would make every possible effort to defeat the Quit India Movement in the province of Bengal and made a concrete proposal in regard to this:
The question is how to combat this movement (Quit India) in Bengal? The administration of the province should be carried on in such a manner that in spite of the best efforts of the Congress, this movement will fail to take root in the province. It should be possible for us, especially responsible Ministers, to be able to tell the public that the freedom for which the Congress has started the movement, already belongs to the representatives of the people. In some spheres, it might be limited during the emergency. Indians have to trust the British, not for the sake for Britain, not for any advantage that the British might gain, but for the maintenance of the defense and freedom of the province itself. You, as Governor, will function as the constitutional head of the province and will be guided entirely on the advice of your Minister.
The Indian historian R.C. Majumdar noted this fact and states:
Shyam Prasad ended the letter with a discussion of the mass movement organised by Congress. He expressed the apprehension that the movement would create internal disorder and will endanger internal security during the war by exciting popular feeling and he opined that any government in power has to suppress it, but that according to him could not be done only by persecution... In that letter he mentioned item-wise the steps to be taken for dealing with the situation...
During Mukherjee's resignation speech, however, he characterised the policies of the British government towards the movement as "repressive".
Political career after independence
Prime Minister Jawaharlal Nehru inducted Mukherjee into the Interim Central Government as a Minister for Industry and Supply on 15 August 1947.
Mukherjee condemned the assassination of Mahatma Gandhi as the "most stunning blow that could fall on India," and began to have differences with Hindu Mahasabha after Gandhi's killing, in which the Mahasabha was blamed by Vallabhbhai Patel for creating the atmosphere that led to the killing. Mukherjee suggested the organisation suspend its political activities. Shortly after it did, in December 1948, he left. One of his reasons was the rejection of his proposal to allow non-Hindus to become members. Mukherjee resigned along with K.C. Neogy from the Cabinet on 8 April 1950 over a disagreement about the 1950 Delhi Pact with Pakistani Prime Minister Liaquat Ali Khan.
Mukherjee was firmly against their joint pact to establish minority commissions and guarantee minority rights in both countries as he thought it left Hindus in East Bengal to the mercy of Pakistan. While addressing a rally in Calcutta on 21 May, he stated that an exchange of population and property at governmental level on regional basis between East Bengal and the states of Tripura, Assam, West Bengal and Bihar was the only option in the current situation.
Mukherjee founded the Bharatiya Jana Sangh on 21 October 1951 in Delhi, becoming its first president. In the 1952 elections, the Bharatiya Jana Sangh (BJS) won three seats in the Parliament of India, including Mukherjee's. He had formed the National Democratic Party within the Parliament. It consisted of 32 members of the Lok Sabha and 10 members of the Rajya Sabha; however, it was not recognised by the speaker as an opposition party. The BJS was created with the objective of nation-building and nationalising all non-Hindus by "inculcating Indian Culture" in them. The party was ideologically close to the RSS and widely considered the proponent of Hindu nationalism.
Opinion on special status of Jammu and Kashmir
Mukherjee was strongly opposed to Article 370, seeing it as a threat to national unity. He fought against it inside and outside the parliament with one of the goals of Bharatiya Jana Sangh being its abrogation. He raised his voice strongly against the provision in his Lok Sabha speech on 26 June 1952. He termed the arrangements under the article as Balkanization of India and the three-nation theory of Sheikh Abdullah. The state was granted its own flag along with a prime minister whose permission was required for anyone to enter the state. In opposition to this, Mukherjee once said "Ek desh mein do Vidhan, do Pradhan aur Do Nishan nahi chalenge" (A single country can't have two constitutions, two prime ministers, and two national emblems). Bharatiya Jana Sangh along with Hindu Mahasabha and Jammu Praja Parishad launched a massive Satyagraha to get the provisions removed. In his letter to Nehru dated 3 February 1953, he wrote that the issue of accession of Jammu and Kashmir to India should not be delayed, to which Nehru responded by referring to international complications the issue could create.
Mukherjee went to visit Kashmir in 1953 and observed a hunger strike to protest the law that prohibited Indian citizens from settling within the state and mandating that they carry ID cards. Mukherjee wanted to go to Jammu and Kashmir but, because of the prevailing permit system, he was not given permission. He was arrested on 11 May at Lakhanpur while crossing the border into Kashmir illegally. Although the ID card rule was revoked owing to his efforts, he died as a detainee on 23 June 1953.
On 5 August 2019, when Government of India proposed constitutional Amendment to repeal Article 370, many newspapers described the event as realization of Syama Prasad Mukherjee's dream.
Personal life
Syama Prasad had three brothers who were: Rama Prasad who was born in 1896, Uma Prasad who was born in 1902 and Bama Prasad Mukherjee who was born in 1906. Rama Prasad became a judge in High Court of Calcutta while Uma became famed as a trekker and a travel writer. He also had three sisters who were: Kamala who was born in 1895, Amala who was born in 1905 and Ramala in 1908. He was married to Sudha Devi for 11 years and had five children – the last one, a four-month-old son, died from diphtheria. His wife died of double pneumonia shortly afterwards in 1933 or 1934. Syama Prasad refused to remarry after her death. He had two sons, Anutosh and Debatosh, and two daughters, Sabita and Arati. His grandniece Kamala Sinha served as the Minister of State for External affairs in the I. K. Gujral ministry.
Syama Prasad was also affiliated with the Buddhist Mahabodhi Society. In 1942, he succeeded M.N. Mukherjee to become the president of the organisation. The relics of Gautam Buddha's two disciples Sariputra and Maudgalyayana, discovered in the Great Stupa at Sanchi by Sir Alexander Cunningham in 1851 and kept at the British Museum, were brought back to India by HMIS Tir. A ceremony attended by politicians and leaders of many foreign countries was held on the next day at Calcutta Maidan. They were handed over by Nehru to Mukherjee, who later took these relics to Cambodia, Burma, Thailand and Vietnam. Upon his return to India, he placed the relics inside the Sanchi Stupa in November 1952.
Death
Mukherjee was arrested upon entering Kashmir on 11 May 1953. He and two of his arrested companions were first taken to Central Jail of Srinagar. Later they were transferred to a cottage outside the city. Mukherjee's condition started deteriorating and he started feeling pain in the back and high temperature on the night between 19 and 20 June. He was diagnosed with dry pleurisy from which he had also suffered in 1937 and 1944. The doctor prescribed him a streptomycin injection and powders, however, Mukherjee informed him that his family physician had told him that streptomycin did not suit his system. The doctor, however, told him that new information about the drug had come to light and assured him that he would be fine. On 22 June, he felt pain in the heart region, started perspiring and started feeling like he was fainting. He was later shifted to a hospital and provisionally diagnosed with a heart attack. He died a day later. The state government declared that he had died on 23 June at 3:40 a.m. due to a heart attack.
His death in custody raised wide suspicion across the country and demands for an independent inquiry were raised, including earnest requests from his mother, Jogamaya Devi, to Nehru. The prime minister declared that he had asked a number of persons who were privy to the facts and, according to him, there was no mystery behind Mukherjee's death. Devi did not accept Nehru's reply and requested an impartial inquiry. Nehru, however, ignored the letter and no inquiry commission was set up.
Atal Bihari Vajpayee claimed in 2004 that the arrest of Mukherjee in Jammu and Kashmir was a "Nehru conspiracy" and that the death of Mukherjee has remained "even now an impervious mystery". The BJP in 2011 called for an inquiry to probe Mukherjee's death.
Legacy
One of main thoroughfare in Calcutta was renamed Syama Prasad Mukherjee Road on 3 July 1953 a few days after his death. Syamaprasad College founded by him in 1945 in Kolkata is named after him. Shyama Prasad Mukherji College of University of Delhi was established in 1969 in his memory. On 7 August 1998, the Ahmedabad Municipal Corporation named a bridge after Mukherjee. Delhi has a major road named after Mukherjee called Shyama Prasad Mukherjee Marg. Kolkata, too, has a major road called Shyama Prasad Mukherjee Road. In 2001, the main research funding institute of the Government of India, CSIR, instituted a new fellowship named after him.
On 22 April 2010, the Municipal Corporation of Delhi's (MCD) newly constructed Rs. 650-crore building, the tallest building in Delhi, was named the Doctor Syama Prasad Mukherjee Civic Centre. It was inaugurated by Home Minister P. Chidambaram. The building, which is estimated to cater to 20,000 visitors per day, will also house different wings and offices of the MCD. The MCD also built the Syama Prasad Swimming Pool Complex which hosted aquatic events during the 2010 Commonwealth Games held at New Delhi.
In 2012, a flyover at Mathikere in Bangalore City Limits was inaugurated and named the Dr Syama Prasad Mukherjee Flyover. The International Institute of Information Technology, Naya Raipur is named after him.
In 2014, a multipurpose indoor stadium built on the Goa University campus in Goa was named after Mukherjee.
The government of India approved the Shyama Prasad Mukherji Rurban Mission (SPMRM) with an outlay of on 16 September 2015. The Mission was launched by the Prime Minister on 21 February 2016 at Kurubhata, Murmunda Rurban Cluster, Rajnandgaon, Chhattisgarh. In April 2017, Ranchi College was upgraded to Shyama Prasad Mukherjee University. In September 2017, Kolar, a town in Bhopal, Madhya Pradesh, was renamed as Shyama Prasad Mukherji Nagar by the state's Chief Minister Shivraj Singh Chauhan.
Mukherjee's role in fighting for Bengal was featured in the movie 1946 Calcutta Killings, in which Gajendra Chauhan played the role of Mukherjee.
On 12 January 2020, the Kolkata Port Trust was renamed as Syama Prasad Mukherjee Port by Prime Minister Narendra Modi.
The Chenani-Nashri Tunnel on NH44 in Jammu and Kashmir was renamed after Mukherjee by the Indian government in 2020.
See also
List of unsolved deaths
Notes
References
Citations
Sources
Further reading
External links
Excerpts from convocation address at Benares Hindu University (1 December 1940)
1901 births
1953 deaths
India MPs 1952–1957
20th-century Indian lawyers
Bengali Hindus
Bengali lawyers
Bengali activists
Alumni of the Inns of Court School of Law
Presidency University, Kolkata alumni
First Nehru ministry
Hindu martyrs
Indian political party founders
Indian barristers
Indian activists
Politicians from Kolkata
Vice Chancellors of the University of Calcutta
Indian National Congress politicians
Hindu Mahasabha politicians
Bharatiya Jana Sangh politicians
Members of the Constituent Assembly of India
Lok Sabha members from West Bengal
Indian people who died in prison custody
Presidents of The Asiatic Society
Scholars from Kolkata
University of Calcutta alumni
Unsolved deaths
Commerce and Industry Ministers of India
Founders of Indian schools and colleges
Bengal MLAs 1937–1945
Bengal MLAs 1946–1947
West Bengal MLAs 1947–1951
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https://en.wikipedia.org/wiki/University%20of%20Puget%20Sound
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University of Puget Sound
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The University of Puget Sound (UPS or Puget Sound) is a private liberal arts university in Tacoma, Washington. The university is affiliated with the United Methodist Church.
History
The University of Puget Sound was founded by the Methodist Episcopal Church in 1888 in downtown Tacoma. The idea for a college in Tacoma originated with Charles Henry Fowler, who had previously been the president of Northwestern University. Fowler was in Tacoma for a Methodist conference when he spoke of his vision of a Christian institution of learning in the area. The conference released a report:
Two cities vied for the location of the school: Port Townsend and Tacoma. The committee eventually decided on Tacoma. A charter was drawn up and filed in Olympia on March 17, 1888. This date marks the legal beginning of the school. At this time, the school's legal title was The Puget Sound University. In September 1890, UPS opened its doors, taking in 88 students.
The beginnings of the school were marked by moral conviction: students were warned against intoxicating liquors, visits to saloons, gambling, tobacco use, and obscene drawings or writings on the college grounds. The university also had a financially tumultuous beginning. There was no endowment and the school often struggled for funds to pay the professors. It moved locations three times in 13 years and, at one time, the school was merged with Portland University (former campus is now the University of Portland). It opened up a year later (1899) back in Tacoma on the 9th and G Street. In 1903, the school was "reborn" and re-incorporated as a different entity, different trustees, and a different name: the University of Puget Sound.
The character of the school changed dramatically during the presidency of Edward H. Todd (1913–1942), who worked tirelessly to bring financial and academic stability. During his tenure, the "Million Dollar Campaign" was started, raising $1,022,723 for buildings, equipment, and endowment. With this money, the campus moved in 1924 to its current location in the residential North End of Tacoma, with five buildings, setting a stylistic tone for the institution. In 1914 the university was renamed the College of Puget Sound.
President R. Franklin Thompson (1942–1973) led a massive physical and institutional expansion: During this era almost all of the university's buildings were constructed. In 1960, the university's name changed from the College of Puget Sound back to the University of Puget Sound, as it is known today.
Phillip M. Phibbs presided from 1973 to 1992 and endeavored to change the tone of Puget Sound. In 1980, the university divested its attachment with the Methodist Church, and an independent board of trustees assumed full fiscal responsibility of the university. Also during this time, the university began to focus on undergraduate education, phasing out all off-campus programs except the law school and most graduate programs. During this time the library collections were broadened and the faculty greatly expanded.
With the advent of President Susan Resneck Pierce (1992–2003), the law school was promptly sold to Seattle University, in a move that was calculated to focus the university's resources on its undergraduate campus. During her tenure, the university completed almost $100 million of new construction and renovation. Collins Memorial Library and four academic buildings were renovated, and Wyatt Hall was constructed to house the growing class and office space needs of the Humanities Department. Trimble Residence Hall was constructed, bringing on-campus student residency to 65%. SAT scores rose from 1067 to 1253 and the endowment more than tripled.
Puget Sound's president from 2003 to early 2016 was Ronald R. Thomas—affectionately called "Ron Thom" by many students—a scholar of Victorian literature, and the former vice-president of Trinity College.
In February 2016, the university announced the selection of Dr. Isiaah Crawford to be its next president, upon Thomas's retirement. President Crawford assumed office on July 1, 2016.
Thompson Hall, home of the sciences at the university, underwent a major renovation, including the construction of a new wing (Harned Hall, completed 2006) on the building's western side against Union Avenue and extensive renovations to the current wings and courtyard to allow for upgraded labs and facilities. The entire project was completed in mid 2008. The entire complex is now known locally as "The Science Center at Puget Sound." The now completely enclosed courtyard contains a striking Plexiglas structure where a coffee shop, Oppenheimer Cafe, is located.
In fall 2013, Puget Sound opened Thomas Hall, a residence hall for upper-division students featuring 11 "houses" organized around five academic-residential programs: the Humanities Program, environmental outdoor leadership, international experiential learning, entrepreneurship, and the Honors Program. The hall is home for 135 students, and includes a seminar room, four studies, and an event/meeting space for approximately 150 people, accommodating special events, guest lectures, performances and more.
Presidents
Campus
The campus is located in North Tacoma, Washington in a primarily residential setting a few minutes' walk from the Proctor and the Sixth Avenue district.
The campus is made up of mainly brick buildings in the Tudor-Gothic architectural style. Buildings are mostly arranged into quads. The three main quads are the North Quad and South Quad, which contain residence halls, and Karlen Quad, which contains Jones Hall, Collins Memorial Library and the Music Building. The library was designed by Tacoma architect Silas E. Nelsen in 1954. It was later renovated.
President Thomas recently wrote a piece explaining his opinion that new buildings should maintain the gothic style that the university is known for.
Academic buildings
Harned Hall, named for alumnus and local real estate developer H.C. "Joe" Harned, was dedicated on September 29, 2006. The building is and cost $25 million to construct. It was designed and built to meet the U.S. Green Building Council's LEED Silver Standard. The building features labs for biology, geology, chemistry, environmental science, and physics, a courtyard with a crystalline glass gazebo in the center, a Foucault pendulum designed by Alan Thorndike, as well as Gray whale skeleton named Willy.
After Harned Hall was completed, the university began a $38 million renovation of Thompson Hall, the "old" science building. Harned and Thompson Halls form a square with a courtyard in the middle, and are collectively named the Science Center. Thompson Hall has an area of and was originally constructed in 1968. The renovation was completed in spring 2008.
Wyatt Hall is the second newest academic building on campus, dedicated in 2003. It houses the English, History, Foreign Languages & Literature, Politics & Government, Philosophy, Honors, Science Technology & Society, Classics, and Religion departments. Many of the classrooms in the building are seminar style, meaning a circle of tables that students sit at to encourage discussion between students and the professor, rather than a lecture. The building features glass art by Dale Chihuly that represents the ivy leaves covering the campus buildings.
The Wheelock Student Center, known as the "SUB" (Student Union Building) is the main hub of life on campus. It features a rotunda used for lectures and catered events, KUPS (the campus radio station), the cafeteria and dining area, Diversions Cafe (a student-run coffee shop), and The Cellar (a student-run pizza parlor).
Other buildings include McIntyre Hall, home of the School of Business and Leadership, the Departments of Economics, Sociology and Anthropology, and International Political Economy; Howarth Hall, home of the School of Education, Office of Diversity and Inclusion, Career and Employment Services, and more; Jones Hall, home of theatre arts, communication studies, and several administrative offices, including the Office of the President; and the Music Building (which is the only building on campus without a name). Kittredge Hall, the original student union building, now houses the art department and Kittredge Gallery. The Gallery is now affiliated with Tacoma Art Museum.
Collins Memorial Library houses over 400,000 books and over 130,000 periodicals, is a partial federal government repository, and has substantial microform holdings. The Library was named after former trustee Everill S. Collins. The current Library building was built in 1954. A larger addition was completed in 1974. In 2000, a major renovation brought new technology and media resources into the Library's spaces, making it one of the most popular campus gathering places for students.
Construction for the William T. and Gail T. Weyerhaeuser Center for Health Sciences began in spring 2010. At , the center provides the resources and flexibility needed to support new areas of study in the fields of health and behavioral sciences. Specially designed to encourage cross-disciplinary interaction, the center houses Puget Sound's undergraduate departments in exercise science and psychology, graduate programs in occupational and physical therapy, and interdisciplinary program in neuroscience. Designed by Bohlin Cywinski Jackson/Seattle, Weyerhaeuser Hall conforms to the U.S. Green Building Council's Leadership in Energy and Environmental Design (LEED) Silver standards.
Residential buildings
Harrington, Schiff, Anderson/Langdon, Smith, and Oppenheimer halls make up what is called the "North Quad", and Todd/Phibbs, Regester, Seward, Trimble, and Thomas Hall make up the "South Quad." Theme Row, which runs to the south end of campus, contains around 20 different theme houses that students may apply to live in. The Music House is the longest standing house, originating in 1989. After the Music House, the Outhaus and the Track and Cross Country Theme House are the two longest standing houses. There are also about 55 non-theme university-owned houses available.
Currently around 65% of students live on campus. Students are required to live on campus for their first two years of enrollment at the university.
In 2009, the university upgraded residential Internet bandwidth by more than two-fold, to 100 Mbit/s. During that year, a new connection to the Washington State K-20 Educational Network was also installed, bringing the university's aggregate bandwidth to 150 Mbit/s. Further bandwidth upgrades have brought student bandwidth to 250 Mbit/s for the 2012–13 academic year.
Academics
The university offers more than fifty traditional and nontraditional areas of study in the liberal arts and sciences, as well as graduate programs in occupational therapy, physical therapy, and education. It recently launched a master of public health program. The student to faculty ratio is 12 to 1.
Rankings and reputation
In 2012, Puget Sound was named one of forty schools nationwide in the college guide Colleges That Change Lives: 40 Schools That Will Change the Way You Think About Colleges. The guide cites the college's dynamic curriculum, close interaction between students and professors, ideal location, and enduring success of its alumni as qualities that set it apart from other schools.
The university has ranked among the top five small liberal arts colleges for the number of graduates who participate in Peace Corps; in 2007, it ranked first.
Puget Sound professors have been named Washington State Professor of the Year seven times by the Carnegie Foundation for the Advancement of Teaching and the Council for the Advancement and Support of Education.
Admissions
For the Class of 2022 (enrolling fall 2018), University of Puget Sound received 5,730 applications, admitted 3,060 (58.3%), and enrolled 653 students. For the freshmen who enrolled, the middle 50% range of SAT scores was 1230-1450, the ACT composite range was 27–32, and the average high school grade point average was 3.70.
International programs
The university sponsors study abroad programs in Argentina, Australia, Austria, Chile, China, Costa Rica, Denmark, England, France, Germany, Greece, Ireland, Italy, Japan, the Netherlands, New Zealand, the Pacific Rim, Scotland, Spain, Taiwan, and Wales.
The program in the Pacific Rim, known as PacRim, or the Pacific Rim/Asia Study-Travel Program (PRAST) is unique to Puget Sound. Every three years a group of fifteen to twenty-five students are selected to spend two semesters traveling, studying, and researching in eight Asian countries. Students must have taken three courses in the Asian studies program and completed a course of readings assigned by the director. Over the program's 40-year history students have visited: Mongolia, People's Republic of China, Japan, South Korea, India, Nepal, Vietnam, Thailand, Cambodia, Malaysia, Sri Lanka, Indonesia, Papua New Guinea, Fiji, Australia, New Zealand, Iran, and Yugoslavia. Previous lecturers have included: Johan Galtung, Ken Yeang, Dr. M.S. Nagaraja Rao, Jack Weatherford, the 14th Dalai Lama, Swasti Sri Charukeerthi Bhattaraka, Ogyen Trinley Dorje, Khyongla Rato Rinpoche, and Sogyal Rinpoche.
Athletics
The Puget Sound athletics teams are known as the "Loggers" with "Grizz the Logger" as their mascot. The Loggers participate in the NCAA's Division III Northwest Conference, competing with George Fox University, Lewis and Clark College, Linfield College, Pacific University, Pacific Lutheran University, Whitman College, Whitworth University, and Willamette University.
Varsity sports
The university offers twenty-three different varsity sports teams: Men's Baseball, Men's and Women's Basketball, Men's and Women's Crew, Men's and Women's Cross Country, Men's Football, Men's and Women's Golf, Women's Lacrosse, Men's and Women's Soccer, Women's Softball, Men's and Women's Swimming, Men's and Women's Tennis, Men's and Women's Indoor and Outdoor Track & Field, and Women's Volleyball. On a minor note, former national soccer team coach Bruce Arena got his coaching start at Puget Sound in 1976 as head of the men's soccer team.
Club sports
There are both men's and women's club soccer teams, as well as men's club lacrosse (which competes in the Pacific Northwest Collegiate Lacrosse League). The university also has a men's club Ultimate team known as the "Postmen," and a women's club Ultimate team known as "Clear Cut".
The university is well known for its successful men's rugby club. The club has achieved regional and national success over the past three seasons under coach Mark Sullivan. In 2012 the club was ranked 10th in the nation for small college rugby and traveled to Cal Maritime University in Vallejo, California for the regional tournament. The success of the men's rugby club is attributed to the hard work of the players and continual dedication of their coaches. Also, an intense rivalry has developed between the UPS rugby club and the Seattle University rugby club. Known as the Seatac Cup, UPS has achieved eight straight victories over their rivals. In 2012, the victory over Seattle University clinched the Loggers' playoff spot.
The UPS Loggers hockey team was founded in 2005 and is currently an ACHA division II team. The team's most prominent victories include defeating the University of Washington Huskies in a 3-game series in the 2006-2007 season, and the Gonzaga Bulldogs in the 2007-2008 season. Loggers hockey is subsidized by ASUPS (the Associated Students of UPS) student body and ticket sales for home games. Home games are currently played at the Sprinker Ice Arena in south Tacoma. Players come from the student body, and mostly consist of students hailing from Canada, Washington, Colorado, Minnesota, and states on the East Coast.
Achievements
Several sports teams have achieved some degree of success in recent years:
The men's basketball team won three straight Northwest Conference championships beginning in 2004, with an average .826 winning percentage over the 2004, 2005, and 2006 seasons. In 2005, the Division III Loggers defeated the Division I Highlanders of the University of California, Riverside, making it their first Division I defeat since the 1970s. In the 2009 regular season, the Loggers went an undefeated 16-0 in Northwest Conference play, becoming the first team in conference history to do so, capturing the conference title in the process.
From 1992 to 1995 the UPS women's Cross-Country team were national champions. This tremendous 4-year run earned coach Sam Ring coach of the year honors in 1993.
The women's soccer team took second place in the nation in 2004 and ended the 2005 season ranked fifth nationally.
The women's swim team won the Northwest Conference championship for eleven consecutive years, from 1997 through 2007, before finally finishing second to Whitworth University in 2008. This remains a Northwest Conference record. The Logger women reclaimed their title in 2009.
The women's basketball team made the Division III Elite 8 in the 2007 season after upsetting #12 ranked McMurry University and #2 ranked Howard Payne University. They finished #10 overall.
The women's crew has earned a bid to compete at the Division III Rowing Championship every year since 2003. The team placed second overall in 2003 and third in 2008, as well as fourth in 2004, 2005, and 2007.
Student life
Traditions and events
In 2013 Puget Sound celebrated its 125th anniversary with a series of special events, anniversary programs, and shared memories by Loggers past and present. Celebrating the milestone of 125 years in the community, Tacoma Mayor Marilyn Strickland declared March 17, 2013, to be "University of Puget Sound Day."
LogJam! is a campuswide celebration that ends the first week of fall classes. Tables are set around the perimeter of Todd Field and the Event Lawn, and clubs and teams set up to recruit potential members.
Foolish Pleasures is an annual student film festival showing films written, directed, acted, and produced by students.
The Hatchet
The Hatchet is the official symbol of sports teams at the University of Puget Sound. It was first discovered in 1906 when students were digging up a barn at the old campus. They decided to carve their class year into it. This became a tradition of sorts, as the seniors would hand the hatchet to the juniors on senior recognition day. This turned into a competition where each class would try to possess the hatchet for as long as possible. It disappeared for 15 years until it was anonymously mailed to former President R. Franklin Thompson. Thompson displayed it in a trophy case in Jones Hall, where it mysteriously disappeared again, only to resurface at a homecoming game in 1988. In 1998, the hatchet's return was negotiated through an intermediary, and it was permanently displayed in a display case in the Wheelock Student Center. It was stolen in 1999 during a false fire alarm in one of the dormitories.
On September 30, 2006 (homecoming) a student rappelled into the football field at halftime, brandishing "the hatchet". It was later revealed by the student newspaper The Trail that this hatchet is a replica of the actual hatchet, commissioned by the former student government administration without the knowledge of the student senate. The replica hatchet was painstakingly carved to look exactly like the original, using over 150 photos as a guide.
The original hatchet was finally returned to President Ronald Thomas in 2008 by two anonymous alumni and was displayed at Homecoming.
Sustainability
The campus has a notable recent history of sustainability. On February 10, 2005, President Ronald R. Thomas signed the Talloires Declaration, committing the University to certain standards regarding sustainability. The Sustainability Advisory Committee, consisting of one faculty co-chair, one staff co-chair, and a mix of faculty, staff and student volunteers, organizes the majority of sustainability efforts on campus. These efforts have included:
Fair trade coffee: The student-run Diversions Café serves only organically-grown, fair trade coffee. In 2005, of coffee was consumed by students, faculty, and the campus community. University of Puget Sound was the first college in the Northwest to offer fair trade coffee exclusively.
Sustainable Move-Out: Starting in 2005, the University organized a sustainable move-out program during finals week. Mixed-material recycling dumpsters were placed near all residence halls, allowing students to recycle rather than simply throwing all unwanted items away.
Sustainability Mugs: Upon entering the college in 2005, all students were presented with a "sustainability mug" imprinted with the UPS logo. Students were encouraged to re-use the mug to get coffee instead of using paper cups.
No-Waste Picnic: A 2005 picnic welcoming incoming freshmen and their families to the campus produced a surprising ONE bag of trash for over 1700 people. This was accomplished by using recyclable paper and plastic products.
In 2007, President Thomas signed the American College and University Presidents Climate Commitment on behalf of the university.
Fraternities and sororities
UPS is home to four fraternities and five sororities. 20% of male students and 29% of female students are involved in Greek life. Represented fraternities include, Phi Delta Theta (1848/1952), Sigma Chi (1855/1950), and recently reinstated Sigma Alpha Epsilon (1856/2010) and Beta Theta Pi (1839/2013). Represented sororities and women's fraternities include Pi Beta Phi (1867), Kappa Alpha Theta (1870), Alpha Phi (1872), Gamma Phi Beta (1874), and Delta Delta Delta (1888).
Puget Sound has a "deferred recruitment", which means that fraternities, sororities, and their members are not allowed to have any official contact with freshmen outside of class, athletics or club activities until the organized recruitment events in the first two weeks of the spring semester. Freshmen may not join a chapter until January. In the fall, chapters are permitted to give "snap bids" to upperclassmen, as well as participate in an organized fall recruitment open only to upperclassmen. A ceremony called "Crossover" took place annually on the third weekend of spring semester. Members of the Greek community partake in an entire day of celebration to honor the new members as they run across the field to their selected fraternity.
The university is one of just five independent colleges in the Northwest granted a charter by Phi Beta Kappa, which claims to be the nation's most prestigious academic honor society.
Previously, several other organizations, including Sigma Nu, Theta Chi, Kappa Sigma, Chi Omega, and Kappa Kappa Gamma were represented on campus, however those chapters have all closed for a variety of reasons.
Media
KUPS 90.1FM (The Sound) is a student-run, non-commercial, educational college radio station that began in 1968. In 2002, KUPS began streaming its standard live programming online to the world. The radio station broadcasts 24 hours a day, 7 days a week and serves the greater Tacoma area with programming in a variety of genres. KUPS has earned various awards while broadcasting over the years. In 2005, KUPS was named by The Princeton Review as one of the best college radio stations in the country (#12). In 2007, KUPS was ranked #9 by the Princeton Review in the Top Ten Best College Radio Stations in the Country. Most recently, in the spring of 2010, MTV honored KUPS with the national title of Best College Radio Station at the MTVu Woodie Awards. In the fall of 2011, KUPS was ranked third in a list of "10 great college radio stations" in the Washington Post.
The Trail is an independent student-run organization that provides Puget Sound students, faculty, staff, and the local community with a credible weekly newspaper that serves as a comprehensive source of information, entertainment and discourse relevant to its readership. The Trail provides opportunities for students interested in journalism and acts as an archival record for the university. In addition, The Trail serves as a link between Puget Sound and the greater Tacoma community and provides an open forum for student opinion and discourse within the university.
"Crosscurrents" is the school's literary and arts magazine and was established in 1957. Crosscurrents is published two times during the academic year, once during the Fall semester and once during the Spring semester. Magazines are free to the campus community. It is staffed by students and publishes student artwork, photography, prose, poetry, and the occasional miscellaneous piece. Crosscurrents also features a guest artist or writer in each issue- usually a notable person from the pacific northwest who is interviewed about their work.
"Wetlands" is a recent student-organized magazine focusing on sexual exploration and gender expression to encourage inclusive and open-minded conversations across the campus community. The magazine features community-submitted photography, poetry, and prose.
"Elements" is the school's student-run science magazine. Published twice during the academic year, Elements primarily contains student articles about science, research, math, the environment, and technology, as well as student artwork. Copies of Elements are free and are distributed at the end of Fall semester and Spring semester.
"Black Ice" (or the Black Student Union Zine) is a student magazine by the focused on issues for the betterment of all students of color. The magazine is published by The Black Student Union, which was founded in 1968 making it one of the university's oldest clubs.
Notable alumni
References
External links
Official athletics website
North Tacoma, Washington
University of Puget Sound
Universities and colleges established in 1888
Universities and colleges accredited by the Northwest Commission on Colleges and Universities
Universities and colleges in Tacoma, Washington
1888 establishments in Washington Territory
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https://en.wikipedia.org/wiki/Culture%20of%20Angola
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Culture of Angola
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The culture of Angola is influenced by the Portuguese. Portugal occupied the coastal enclave Luanda, and later also Benguela, since the 16th/17th centuries, and expanded into the territory of what is now Angola in the 19th/20th centuries, ruling it until 1975. Both countries share prevailing cultural aspects: the Portuguese language and Roman Catholicism. However, present-day Angolan culture is mostly native Bantu, which was mixed with Portuguese culture. The diverse ethnic communities with their own cultural traits, traditions and native languages or dialects include the Ovimbundu, Ambundu, Bakongo, Chokwe, Avambo and other peoples.
Ethnic groups and languages
There are over 100 distinct ethnic groups and languages/dialects in Angola. Although Portuguese is the official language, for many black Angolans it is a second or even third language. The three dominant ethnic groups are the Ovimbundu, Mbundu (better called Ambundu, speaking Kimbundu) and the Bakongo. There are also small numbers of Mestiço (mixed African and European descent) and ethnic white Europeans as well.
Ovimbundu
The largest ethnolinguistic category, the Ovimbundu, were located in west-central Angola, south of Mbundu-inhabited regions. In 1988 the United States Department of State estimated that they constituted 37 percent of the population. The language of the Ovimbundu is Umbundu.
The core area of the Ovimbundu kingdoms was that part of the Benguela Plateau north of the town of Huambo. Expansion continuing into the twentieth century enlarged their territory considerably, although most Ovimbundu remained in that part of the plateau above 1,200 meters in elevation.
Like most African groups of any size, the Ovimbundu were formed by the mixture of groups of diverse origin (and varying size). Little is known of developments before the seventeenth century, but there is some evidence of additions to the people who occupied the Benguela Plateau at that time. Over time, a number of political entities, usually referred to as kingdoms, were formed. By the eighteenth century, there were twenty-two kingdoms. Thirteen were fully independent; the other nine were largely autonomous but owed tribute to one of the more powerful entities, usually the kingdom of Bailundu, but in some cases Wambu or Ciyaka. By the beginning of the second decade of the twentieth century, effective occupation by the Portuguese had caused a fairly rapid decline in the power of the heads of these kingdoms, but Ovimbundu continued to think of themselves as members of one or another of the groups based on these political units after World War II.
In addition, to the groups that clearly spoke dialects of Umbundu, there were two on the periphery of Ovimbundu distribution: the Mbui, who seemed to straddle the linguistic boundary between the Ovimbundu and the Mbundu; and the Dombe living to the west near the coast, whose language was closely related to Umbundu, although not a dialect of it. The Dombe and several other groups, including the Nganda and the Hanya (who, according to one account, spoke Umbundu dialects) relied on cattle raising, as did their southern neighbors, the Herero and the Ovambo. Still others, typically the old tributary kingdoms, came to speak Umbundu relatively recently.
Until the Portuguese established firm control over their territory, the Ovimbundu – particularly those of the major kingdoms of Bailundu (to the northwest), Bihe (to the northeast), and Wambu (in the center) – played important roles as intermediaries in the slave, ivory, and beeswax trades, acting as carriers, entrepreneurs, and raiders. With the decline of the slave trade in the last decades of the nineteenth century, the entrepreneurs among the Ovimbundu turned to the rubber trade, abandoning the warfare and raiding that had hitherto been integrally related to their economic activities. The rubber slump at the beginning of the twentieth century, the end of the de facto autonomy of their kingdoms not long after, and the displacement of Ovimbundu traders by the Portuguese forced these people to turn to cash-crop agriculture. (The men had hitherto had little involvement with cultivation; in fact, the women continued to be responsible for the cultivation of subsistence crops.)
The introduction of cash crops, particularly coffee, led to a series of changes in settlement patterns and social arrangements. But after a time, soil exhaustion, lack of support of African agriculture by the colonial authorities, incursions of Portuguese settlers who took over valuable property in the highlands, and a number of other factors contributed to a decline in the success of Ovimbundu cash-crop agriculture. By the early 1960s, up to 100,000 Ovimbundu, estimated at one-quarter of the group's able-bodied adult males, were migrating on one-year and two-year labor contracts to the coffee plantations of Uíge and Cuanza Norte provinces; another 15,000 to 20,000 sought work in Luanda and Lobito; and roughly the same number worked in the industrial plants of Huambo or for European farmers in the Benguela Plateau. In most cases, remuneration was low, but these migrant workers had little alternative. This pattern continued through the remainder of the colonial period, except for those males who were involved in nationalist activity (usually with UNITA).
In the 1940s, the Ovimbundu organized what was probably the most closely knit Angolan community of the colonial era. With the financial and ideological aid of North American Christian missionaries, they established a network of Christian villages, each with its own leadership, schools, churches, and clinics. They were thus able to maintain the Ovimbundu culture while providing educational and social amenities for their children. The generation that emerged from this structure became the disciples of Jonas Savimbi and the basis for UNITA, which in the 1980s used the same concepts to maintain Ovimbundu cohesiveness within UNITA-controlled areas.
Given the degree of change in Ovimbundu society and the involvement of the Ovimbundu with UNITA, it was difficult to determine their long-range role in Angolan politics. Just how long Ovimbundu solidarity would persist under changing circumstances could not be predicted.
Mbundu
Just north of Ovimbundu territory lived the Mbundu, the second largest ethnolinguistic category, whose language was Kimbundu. In 1988 they made up an estimated 25 percent of the Angolan population. In the sixteenth century, most of the groups that came to be known as Mbundu (a name apparently first applied by the neighboring Bakongo) lived well to the east of the coast in the plateau region (at a somewhat lower altitude than the Ovimbundu); a few groups in the far northeast lived at altitudes below 700 meters. In general, the outlines of the area occupied by the Mbundu had remained the same. The major exception was their expansion of this area to parts of the coast formerly occupied by Bakongo and others.
Although most of the boundaries of Mbundu territory remained fairly firm, the social and linguistic boundaries of the category had shifted, some of the peripheral groups having been variably influenced by neighboring groups and the groups close to the coast having been more strongly influenced by the Portuguese than were the more remote ones. Moreover, the subdivisions discernible for the sixteenth century (and perhaps earlier) also changed in response to a variety of social and linguistic influences in the colonial period. The Mbundu in general and the western Mbundu in particular, located as they were not far from Luanda, were susceptible to those influences for a longer time and in a more intense way than were other Angolan groups.
There were a number of Kimbundu dialects and groups. Two, each incorporating Portuguese terms, gradually became dominant, serving as lingua francas for many Mbundu. The western dialect was centered in Luanda, to which many Mbundu had migrated over the years. The people speaking it, largely urban, had come to call themselves Ambundu or Akwaluanda, thus distinguishing themselves from rural Mbundu. The eastern dialect, known as Ambakista, had its origins in the eighteenth century in a mixed Portuguese-Mbundu trading center at Ambaca near the western edge of the plateau region, but it spread in the nineteenth century through much of eastern Mbundu territory. Another Kimbundu-speaking group, the Dembos, were generally included in the Mbundu category. Living north of Luanda, they had also been strongly influenced by Kikongo speakers.
By the late 1960s, the Mbundu living in the cities, such as Luanda and Malanje, had adopted attributes of Portuguese lifestyle . Many had intermarried with Portuguese, which led to the creation of an entirely new class of mestiços. Those who received formal education and fully adopted Portuguese customs became assimilados.
The Mbundu were the MPLA's strongest supporters when the movement first formed in 1956. The MPLA's president, Agostinho Neto, was the son of a Mbundu Methodist pastor and a graduate of a Portuguese medical school. In the 1980s, the Mbundu were predominant in Luanda, Bengo, Cuanza Norte, Malanje, and northern Cuanza Sul provinces.
Bakongo
The Kikongo-speaking Bakongo made up an estimated 15 percent of the Angolan population. In 1988 the Bakongo were the third largest ethnolinguistic group in Angola. Concentrated in Uíge, Zaire, and Cabinda provinces, where they constituted a majority of the population, the Bakongo spilled over into the nation of Zaire (where they were the largest single ethnic group) and Congo. Although the Angolan city of São Salvador (renamed Mbanza Congo) was the capital of their ancient kingdom, most of the Bakongo were situated in Zaire.
Their former political unity long broken, the various segments of the ethnolinguistic category in Angola experienced quite different influences in the colonial period. The Bashikongo, living near the coast, had the most sustained interaction with the Portuguese but were less affected by participation in the coffee economy than the Sosso and Pombo, who were situated farther east and south. All three groups, however, were involved in the uprising of 1961. The Pombo, still farther east but close to the Zairian border, were much influenced by developments in the Belgian Congo (present-day Zaire), and a large contingent of Pombo living in Léopoldville (present-day Kinshasa) formed a political party in the early 1950s. The Solongo, dwelling on the relatively dry coastal plain, had little contact with the Portuguese. They and the Ashiluanda of the island of Luanda, to the south, were Angola's only African sea fishermen.
The Mayombe (also spelled Maiombe) of the mountain forests of Cabinda spoke a dialect of Kikongo but were not part of the ancient kingdom. That part of the Mayombe living in Zaire did join with the Zairian Bakongo in the Alliance of Bakongo (Alliance des Bakongo – Abako) during the period of party formation in the Belgian Congo, but the Cabindan Mayombe (and other Kikongo-speaking groups in the enclave), relatively remote geographically and culturally from the Bakongo of Angola proper, showed no solidarity with the latter. Instead, in 1961 the Mayombe formed a Cabindan separatist movement, the Alliance of Mayombe (Alliance de Mayombe – Alliama), which merged with two other Cabindan separatist movements in 1963 to form the Front for the Liberation of the Enclave of Cabinda (Frente para a Libertação do Enclave de Cabinda – FLEC).
One of the first major revolts of the nationalist struggle was instigated by Bakongo in March 1961 in the northwest. The Portuguese crushed the peasant attack, organized by the Bakongo group, the Union of Angolan Peoples (União das Populações de Angola – UPA), on their settlements, farms, and administrative outposts. Subsequently, 400,000 Bakongo fled into Zaire. In 1962 the UPA formed the National Front for the Liberation of Angola (Frente Nacional de Libertação de Angola – FNLA), which became one of the three major nationalist groups (the other two being the MPLA and UNITA) involved in the long and bloody war of independence. Most of the FNLA's traditional Bakongo constituency fled into exile in Zaire during the war. Following independence, however, many Bakongo exiles returned to their traditional homesteads in Angola. They had since retained their ethnolinguistic integrity.
The Bakongo are a matriarchal tribe, which means that the women have the authority and power in the tribe.
Lunda-Chokwe
The hyphenated category Lunda-Chokwe constituted an estimated 8 percent of the Angolan population in 1988. As the hyphenation implies, the category comprises at least two subsets, the origins of which are known to be different and the events leading to their inclusion in a single set are recent. The Lunda alone were a congeries of peoples brought together in the far-flung Lunda Empire (seventeenth century to nineteenth century) under the hegemony of a people calling themselves Ruund, its capital in the eastern section of Zaire's Katanga Province (present-day Shaba Province). Lunda is the form of the name used for the Ruund and for themselves by adjacent peoples to the south who came under Ruund domination. In some sources, the Ruund are called Northern Lunda, and their neighbors are called Southern Lunda. The most significant element of the latter, called Ndembu (or Ndembo), lived in Zaire and Zambia. In Angola the people with whom the northward-expanding Chokwe came into contact were chiefly Ruund speakers. The economic and political decline of the empire by the second half of the nineteenth century and the demarcation of colonial boundaries ended Ruund political domination over those elements beyond the Zairian borders.
The Chokwe, until the latter half of the nineteenth century a small group of hunters and traders living near the headwaters of the Cuango and Cassai rivers, were at the southern periphery of the Lunda Empire and paid tribute to its head. In the latter half of the nineteenth century, the Chokwe became increasingly involved in trading and raiding, and they expanded in all directions, but chiefly to the north, in part absorbing the Ruund and other peoples. In the late nineteenth century, the Chokwe went so far as to invade the capital of the much-weakened empire in Katanga. As a consequence of this Chokwe activity, a mixed population emerged in parts of Zaire as well as in Angola, although there were virtually homogenous communities in both countries consisting of Chokwe, Ruund, or Southern Lunda.
The intermingling of Lunda (Ruund and Southern Lunda) and Chokwe, in which other smaller groups were presumably also caught up, continued until about 1920. It was only after that time that the mixture acquired the hyphenated label and its members began to think of themselves (in some contexts) as one people.
The languages spoken by the various elements of the so-called Lunda-Chokwe were more closely related to each other than to other Bantu languages in the Zairian-Angolan savanna but were by no means mutually intelligible. The three major tongues (Ruund, Lunda, and Chokwe) had long been distinct from each other, although some borrowing of words, particularly of Ruund political titles by the others, had occurred.
Portuguese anthropologists and some others accepting their work have placed some of the peoples (Minungu and Shinji) in this area with the Mbundu, and the Minungu language is sometimes considered a transitional one between Kimbundu and Chokwe. There may in fact have been important Mbundu influence on these two peoples, but the work of a number of linguists places their languages firmly with the set that includes Ruund, Lunda, and Chokwe.
Economic and political developments in the 1970s affected various sections of the Lunda-Chokwe differently. Substantial numbers of them live in or near Lunda Norte Province, which contains the principal diamond mines of Angola. Diamond mining had been significant since 1920, and preindependence data show that the industry employed about 18,000 persons. Moreover, the mining company provided medical and educational facilities for its employees and their dependents, thereby affecting even greater numbers. How many of those employed were Lunda-Chokwe is not clear, although neighboring villages would have been affected by the presence of the mining complex in any case. In the intra-Angolan political conflict preceding and immediately following independence, there apparently was some division between the northern Lunda-Chokwe, especially those with some urban experience, who tended to support the MPLA, and the rural Chokwe, particularly those farther south, who tended to support UNITA. In the 1980s, as the UNITA insurgency intensified in the border areas of eastern and northern Angola, Lunda-Chokwe families were forced to flee into Zaire's Shaba Province, where many remained in 1988, living in three sites along the Benguela Railway. The impact of this move on the ethnolinguistic integrity of these people was not known.
A somewhat different kind of political impact began in the late 1960s, when refugees from Katanga in Zaire, speakers of Lunda or a related language, crossed the border into what are now Lunda Sul and northern Moxico provinces. In 1977 and 1978, these refugees and others whom they had recruited formed the National Front for the Liberation of the Congo (Front National pour la Libération du Congo – FNLC) and used the area as a base from which they launched their invasions of Shaba Province. In the 1980s, these rebels and perhaps still other refugees remained in Angola, many in Lunda Sul Province, although the Angolan government as part of its rapprochement with Zaire was encouraging them to return to their traditional homes. The Zairian government offered amnesty to political exiles on several occasions in the late 1980s and conferred with the Angolan government on the issue of refugees. In 1988, however, a significant number of Zairian refugees continued to inhabit LundaChokwe territory. The significance for local Lunda-Chokwe of the presence and activities of these Zairians was not known.
Nganguela
Ngangela is generic term for a number of closely related Bantu languages in south-eastern Angola spoken by the Ngonzelo, Luchazi, Nyemba, Luvale, Luimbi, Mbunda, Mbuela, Yauma and Nkangala ethnic groups. Yauma language and Nkangala language are in turn Mbunda dialects. Nkangala, Mbalango, Sango, Ciyengele ("Shamuka") and Ndundu are closely related.
Ovambo, Nyaneka-Nkhumbi, Herero, and others
In far southwestern Angola, three categories of Bantu-speaking peoples have been distinguished. Two of them, the Ovambo and the Herero, were more heavily represented elsewhere: the Ovambo in Namibia and the Herero in Namibia and Botswana. The Herero dispersion, especially that section of it in Botswana, was the consequence of the migration of the Herero from German South West Africa (present-day Namibia) after their rebellion against German rule in 1906. The third group was the Nyaneka-Humbe. Unlike the other groups, the Nyaneka-Humbe did not disperse outside Angola. In 1988 the Nyaneka-Humbe (the first group is also spelled Haneca; the latter group is also spelled Nkumbi) constituted 3 percent of the population. The Ovambo, of which the largest subgroup were the Kwanhama (also spelled Kwanyama), made up an estimated 2 percent of the Angolan population. In the second half of the nineteenth century, the Kwanhama Kingdom of southern Angola was a powerful state involved in a lucrative trade relationship with the Portuguese, who, together with the Germans, occupied Kwanhama territory in the early twentieth century. In the 1980s, the Ovambo were seminomadic cattle herders and farmers. The Herero constituted no more than 0.5 percent of the population in 1988. Traditionally, the Herero were nomadic or seminomadic herders living in the arid coastal lowlands and in the mountainous escarpment to the east in Namibe, Benguela, and Huíla provinces. Many Herero migrated south to Namibia when the Portuguese launched a military expedition against them in 1940 following their refusal to pay taxes.
In the southeastern corner of the country the Portuguese distinguished a set of Bantu-speaking people, described on a map prepared by José Redinha in 1973 as the Xindonga. The sole linguistic group listed in this category was the Cussu. The Language Map of Africa, prepared under the direction of David Dalby for the International African Institute, noted two sets of related languages in southeastern Angola. The first set included Liyuwa, Mashi, and North Mbukushu. These languages and other members of the set were also found in Zambia and Namibia. The members of the second set, Kwangali-Gcikuru and South Mbukushu, were also found in Namibia and Botswana. The hyphen between Kwangali and Gcikuru implies mutual intelligibility. Little is known of these groups; in any case, their members were very few.
All of these southern Angolan groups relied in part or in whole on cattle raising for subsistence. Formerly, the Herero were exclusively herders, but they gradually came to engage in some cultivation. Although the Ovambo had depended in part on cultivation for a much longer time, dairy products had been an important source of subsistence, and cattle were the chief measure of wealth and prestige.
The southwestern groups, despite their remoteness from the major centers of white influence during most of the colonial period, were to varying degrees affected by the colonial presence and, after World War II, by the arrival of numbers of Portuguese in such places as Moçâmedes (present-day Namibe) and Sá da Bandeira (present-day Lubango). The greatest resistance to the Portuguese was offered by the Ovambo, who were not made fully subject to colonial rule until 1915 and who earned a considerable reputation among the Portuguese and other Africans for their efforts to maintain their independence. In the nationalist struggle of the 1960s and early 1970s and in the postindependence civil war, the Ovambo tended to align themselves with the Ovimbundu-dominated UNITA. Many also sympathized with the cause of SWAPO, a mostly Ovambo organization fighting to liberate Namibia from South African rule.
Hunters, gatherers, herders, and others
Throughout the lower third of Angola, chiefly in the drier areas, were small bands of people. Until the twentieth century, most of them were nomadic hunters and gatherers, although some engaged in herding, either in addition to their other subsistence activities or as their chief means of livelihood. Those who survived turned, at least in part, to cultivation.
The bands living a nomadic or seminomadic life in Cuando Cubango Province (and occasionally reaching as far east as the upper Cunene River) differed physically and linguistically from their sedentary Bantu-speaking neighbors. Short, saffron-colored, and in other respects physically unlike the Nganguela, Ovambo, and Nyaneka-Humbe, they spoke a language of the !Xu-Angola or Maligo set of tongues referred to as Khoisan or Click languages (the exclamation point denotes a specific kind of click), whose precise relations to each other are not yet fully understood by observers.
Several other hunting and gathering or herding groups, the members of which were taller and otherwise physically more like the local Bantu speakers, lived farther west, adjacent to the Ovambo and Herero. These people spoke Bantu languages and were less nomadic than the Khoisan speakers, but they were clearly different from the Ovambo and Herero and probably preceded them in the area. As with most African art, the wooden masks and sculptures of Angola are not merely aesthetic creations. They play an important role in cultural rituals, representing life and death, the passage from childhood to adulthood, the celebration of a new harvest and the marking of the hunting season.
Angolan artisans work in wood, bronze, ivory, malachite or ceramic mediums. Each ethno-linguistic group in Angola has its own unique artistic traits. Perhaps the single most famous piece of Angolan art is the Cokwe thinker, a masterpiece of harmony and symmetry of line. The Lunda-Cokwe in the north eastern part of Angola is also known for its superior plastic arts.
Other signature pieces of Angolan art include the female mask Mwnaa-Pwo worn by male dancers in their puberty rituals, the polychromatic Kalelwa masks used during circumcision ceremonies, Cikungu and Cihongo masks which conjure up the images of the Lunda-Cokwe mythology (two key figures in this pantheon are princess Lweji and the civilizing prince Tschibinda-Ilunga), and the black ceramic art of Moxico of central/eastern Angola.
Mestiço
In 1960 a little more than 1 percent of the total population of Angola consisted of mestiços. It has been estimated that by 1970 these people constituted perhaps 2 percent of the population. Some mestiços left at independence, but the departure of much greater numbers of Portuguese probably resulted in an increase in the proportion of mestiços in the Angolan total. In 1988 mestiços probably continued to number about 2 percent of the Angolan population.
The process of mixing started very early and continued until independence. But it was not until about 1900, when the number of Portuguese in Angola was very small and consisted almost entirely of males, that the percentage of mestiços in the population exceeded the percentage of whites.
After a number of generations, the antecedents of many mestiços became mixed to the extent that the Portuguese felt a need to establish a set of distinctions among them. Many mestiços accepted this system as a means of social ranking. One source suggests that the term mestiço used alone in a social context applied specifically to the offspring of a mulatto and a white; the term mestiço cabrito referred to the descendant of a union between two mulattos; and the term mestico cafuso was applied to the child of a union between a mulatto and a black African. It is possible that an even more complex set of distinctions was sometimes used.
Most mestiços were urban dwellers and had learned to speak Portuguese either as a household language or in school. Although some of the relatively few rural mestiços lived like the Africans among whom they dwelt, most apparently achieved the status of assimilados, the term applied before 1961 to those nonwhites who fulfilled certain specific requirements and were therefore registered as Portuguese citizens.
With some exceptions, mestiços tended to identify with Portuguese culture, and their strongly voiced opposition over the years to the conditions imposed by the colonial regime stressed their rights to a status equivalent to that of whites. Before World War II, only occasionally did mestiço intellectuals raise their voices on behalf of the African population. Thus, despite the involvement of mestiços in the nationalist struggle beginning in 1961 and their very important role in the upper echelons of the government and party, significant segments of the African population tended to resent them. This legacy continued in the late 1980s because mestiços dominated the MPLA-PT hierarchy.
Starting in the late 1970s, an average of 50,000 Cuban troops and civilian technical personnel (the overwhelming majority of whom were male) were stationed in Angola. As a result, a portion of the nation's younger population was undoubtedly of mixed African and Cuban descent. This new category of racial mixture, however, had not been described by researchers as of late 1988, and no figures existed on how many Angolans might fall into this category.
Architecture
Music
National identity
Bibliography
Coppé, Margrit and Fergus Power (eds.) (2002) Stories for trees: stories and images of Angola. Luanda: Development Workshop.
Estermann, Carlos (1976-1981) The Ethnography of Southwestern Angola (edited by Gordon D. Gibson). New York: Africana Publishing Company. (translation of Etnografia do suoeste de Angola, 1956–1961)
Fernando, Manzambi Vuvu (2001) 'Estudo das colecções etnográficas dos museus de Angola numa perspectiva histórica e antropológica', Africana Studia, 4, 121–147.
Lopes, Carlos (1989) Éducation, science, culture et communication en Angola, Cap-Vert, Guinée Bissau, Mozambique et São Tomé et Principe. Paris: UNESCO.
Samuels, Michael Anthony (1970) Education in Angola, 1878-1914: a history of culture transfer and administration. New York: Teachers College Press.
References
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https://en.wikipedia.org/wiki/Romanian%20Orthodox%20Church
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Romanian Orthodox Church
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The Romanian Orthodox Church (ROC; , ), or Patriarchate of Romania, is an autocephalous Eastern Orthodox church in full communion with other Eastern Orthodox Christian churches, and one of the nine patriarchates in the Eastern Orthodox Church. Since 1925, the church's Primate has borne the title of Patriarch. Its jurisdiction covers the territories of Romania and Moldova, with additional dioceses for Romanians living in nearby Serbia and Hungary, as well as for diaspora communities in Central and Western Europe, North America and Oceania. It is the only autocephalous church within Eastern Orthodoxy to have a Romance language for liturgical use.
The majority of Romania's population (16,367,267, or 85.9% of those for whom data were available, according to the 2011 census data), as well as some 720,000 Moldovans, belong to the Romanian Orthodox Church.
Members of the Romanian Orthodox Church sometimes refer to Orthodox Christian doctrine as Dreapta credință ("right/correct belief" or "true faith"; compare to Greek ὀρθὴ δόξα, "straight/correct belief").
History
In the Principalities and the Kingdom of Romania
The Orthodox hierarchy in the territory of modern Romania had existed within the ecclesiastical jurisdiction of the Ecumenical Patriarchate of Constantinople until 1865 when the churches in the Romanian principalities of Moldavia and Wallachia embarked on the path of ecclesiastical independence by nominating Nifon Rusailă, Metropolitan of Ungro-Wallachia, as the first Romanian primate. Prince Alexandru Ioan Cuza, who had in 1863 carried out a mass confiscation of monastic estates in the face of stiff opposition from the Greek hierarchy in Constantinople, in 1865 pushed through a legislation that proclaimed complete independence of the church in the principalities from the patriarchate.
In 1872, the Orthodox churches in the principalities, the Metropolis of Ungro-Wallachia and the Metropolis of Moldavia, merged to form the Romanian Orthodox Church.
Following the international recognition of the independence of the United Principalities of Moldavia and Wallachia (later Kingdom of Romania) in 1878, after a long period of negotiations with the Ecumenical Patriarchate, Patriarch Joachim IV granted recognition to the autocephalous Metropolis of Romania in 1885, which was raised to the rank of Patriarchate in 1925.
Romanian Orthodox theological education was underdeveloped at the end of the nineteenth century. The theological institute at Sibiu, for example, had only one theologian as part of its faculty; the rest were historians, journalists, naturalists, and agronomists. The focus of priestly education was practical and general rather than specialized. In the early twentieth century the curriculum of a priest included subjects such as hygiene, calligraphy, accountancy, psychology, Romanian literature, geometry, chemistry, botany, and gymnastics. A strong emphasis was placed on church music, canon law, church history, and exegesis.
After World War I, the Kingdom of Romania significantly increased its territory. Consequently, the Romanian Orthodox Church needed massive reorganization in order to incorporate congregations from these new provinces. This led to shortages and difficulties. The Church had to establish a uniform interpretation of canon law. It had to handle public funds for paying clergymen in the newly acquired territories and, generally speaking, manage the relationship with the state. The legislation was intricate. The Statute on the organization of the Romanian Orthodox Church adopted by the Romanian parliament on May 6, 1925, counted 178 articles. The law on the functioning of the Romanian Orthodox Church counted 46 articles. Legislators adopted the Transylvanian tradition of mixing clergymen and laymen in administrative assemblies and granted bishops seats in the Romanian Senate. However, the context also allowed a number of young theologians like Nichifor Crainic, Ioan Savin, or Dumitru Stăniloae to study abroad. These theologians proved extremely influential after their return to Romania and helped shape theological academies. With a few rare exceptions, like Gala Galaction, the Romanian Orthodox theologians of this period embraced nationalism. Their scholarly works are thus imbued with nationalist ideology.
The second half of the 1920s is marked by the rise of antisemitism in Romanian politics with figures such as A.C. Cuza or Iron Guard founding father Codreanu. Antisemitism also became apparent in church publications. In 1925, for instance, church journal Revista Teologică (The Theological Review) published an anti-Semitic article by Sibiu professor priest Pompiliu Morușca. Morușca's article blamed the Jews for the economic situation of Romanians in Bukovina. It is a testimony of an older form of anti-Semitism going back to the 19th century. The Romanian Orthodox Church would evolve different forms of antisemitism in the 1930s. The Concordat of 1927 also triggered anti-Catholic reactions.
1930s - Patriarch Miron Cristea's premiership
The rise of Nazi Germany exposed Romania to the Reich's theological ideas. This mixture of nationalism, racism and theological thought found fertile ground in a Romanian Orthodox Church that was already no stranger to antisemitism. It became particularly evident in the second half of the 1930s in the writings of theologians such as Nichifor Crainic, Nicolae Neaga or Liviu Stan.
In 1936, Crainic published a seminal text titled Rasă și religiune (Race and Religion). While rejecting the Nazi idea of a superior Germanic race, as well as the fascination with Germanic paganism, Crainic argued that some races are indeed superior based on their accomplishment of the Christian essence. Crainic also denied the Jews the moral right to use the books of the Old Testament since, according to him, those prophesies had been fulfilled by the coming of Christ who had abolished the Jewish religion.
The deaths of prominent Iron Guard members Ion Moța and Vasile Marin on the same day, January 13, 1937, at Majadahonda during the Spanish Civil War while fighting for the Nationalist faction led to the organization of massive processions in Romania, particularly in Bucharest where they were interred. Hundreds of Orthodox priests participated and Metropolitans Nicolae Bălan of Transylvania and Visarion Puiu of Bukovina held special services. Shortly after the funeral, Orthodox theologian Gheorghe Racoveanu and priest Grigore Cristescu founded the theological journal Predania (The Tradinion). The first issue featured a glorification of Moța and Marin and their sacrifice and reflected the Guard's obsession for martyrdom. Intended as a bi-monthly Predania printed a total of twelve issues before being banned by the authorities. It stood out for its profoundly anti-ecumenical editorial line, publishing attacks against Catholics, Protestants, Evangelicals.
Also in the aftermath of Moța and Marin's grandiose funeral, the Holy Synod issued a condemnation of Freemasonry. Moreover, following the lead of Metropolitan Bălan who wrote the anti-Masonic manifest, the Synod issued a "Christian point of view" against political secularism stating that the Church was in its right to choose which party was worthy of support, based on its moral principles. Iron Guard leader Codreanu saluted the Synod's position and instructed that the Synod's proclamation should be read by Guard members in their respective nests (i.e. chapters).
In 1937, the Goga-Cuza government was the first to adopt and enact antisemitic legislation in the Kingdom of Romania, stripping over two hundred thousand Jews of their citizenship. That very same year, the head of the Romanian Orthodox Church, Patriarch Cristea made an infamous speech in which he described the Jews as parasites who suck the bone marrow of the Romanian people and who should leave the country. The Orthodox church directly or indirectly supported far-right parties and antisemitic intellectuals in their anti-Jewish rhetoric. At the time many Orthodox priests had become active in far-right politics, thus in the 1937 parliamentary elections 33 out of 103 Iron Guard candidates were orthodox priests. In 1938 an Orthodox priest named Alexandru Răzmeriţă, elaborated a plan for the total elimination of Jews in the cities and their deportation to forced labor camps in the countryside.
Overall, the church became increasingly involved in politics and, after King Carol II assumed emergency powers, Patriarch Miron Cristea became prime-minister in February 1938. In March 1938, the Holy Synod banned the conversion of Jews who were unable to prove their Romanian citizenship. Cristea continued the policies of the Goga-Cuza government but also advocated more radical antisemitic measures including deportation and exclusion from employment. Cristea referred to this last measure as "Romanianization". The church newspaper Apostolul was instrumental in propagating Cristea's antisemitic ideas throughout his premiership but church press as a whole became flooded with antisemitic materials. Miron Cristea died in March 1939. Soon after, the Holy Synod voted to uphold regulations adopted under Cristea banning the baptism of Jews who were not Romanian citizens.
Cristea's death led to elections being held in order to select a new Patriarch. Metropolitans Visarion Puiu and the highly influential Nicolae Bălan publicly declared their refusal to enter the race. Both of these bishops held pro-German, pro-Iron-Guard and antisemitic views and it is reasonable to assume that King Carol II's opposition was instrumental in their refusal. Thus, the patriarchal office passed to a reluctant Nicodim Munteanu.
1940s - World War II
King Carol II abdicated on September 6, 1940. An openly pro-German coalition of the military headed by marshal Ion Antonescu and the Iron Guard took over. Patriarch Nicodim Munteanu's reaction was cautious and his September 1940 address was unenthusiastic. Munteanu, like Cristea before him, feared the anti-establishment nature of the Guard. But the Iron Guard was highly influential on the Church's grassroots. In January 1941, seeking full control of the country, the Iron Guard attempted a violent insurrection known as the Legionary Rebellion. The putsch failed and out of the 9000 people arrested, 422 were Orthodox priests.
Some particularly violent episodes during the insurrection directly involved the Orthodox clergy. Students and staff of the Theological Academy in Sibiu, led by Professor Spiridon Cândea and assisted by Iron Guard militiamen rounded up Jews in the courtyard of the academy and forced them to hand over their valuables at gunpoint. Monks from the Antim Monastery in Bucharest, led by their abbot, armed themselves and, using explosives, blew up a Synagogue on Antim Street. The numerous Jewish inhabitants of the neighborhood hid in terror.
After Antonescu and the Army crushed the insurrection, the Holy Synod was quick to condemn the Legionary Rebellion and publicly paint it as a diabolical temptation that had led the Iron Guard to undermine the state and the Conducător. Many of the clergymen who had participated in the Rebellion were, however, shielded by their bishops and continued parish work in remote villages. Romania's participation in World War II on the Axis side after June 1941 would provide them with opportunities for rehabilitation.
By the early 1940s, Orthodox theologians such as Nichifor Crainic already had a lengthy record of producing propaganda supporting the concept of Judeo-Bolshevism. After 1941 the idea became commonplace in central church newspapers such as Apostolul or BOR. A particularly infamous article was signed by Patriarch Nicodim himself and published in BOR in April 1942. It referred to the danger of domestic enemies whom he identified as mostly being Jewish. In 1943 BOR published a 13-page laudatory review of Nichifor Crainic's infamous antismetic book Transfigurarea Românismului (The Transfiguration of Romanianism). Antisemitism was also present in regional journals, a leading example being Dumitru Stăniloae's Telegraful român (The Romanian Telegraph). Orthodox chaplains in the Romanian army cultivated the Judeo-Bolshevik myth.
A particular case was Romanian-occupied Transnistria. On August 15, 1941, The Holy Synod established a mission, rather than a new bishopric, in Romanian-occupied territories across the Dniester. The assumption was that Soviet atheist rule had destroyed the Russian Orthodox Church and the Romanian Orthodox Church took it upon itself to "re-evangelize" the locals. The main architect of the enterprise was Archimandrite Iuliu Scriban. In 1942 the Mission evolved into an Exarchate and was taken over by Visarion Puiu. Many of the missionaries were former affiliates of the Iron Guard, some were seeking rehabilitation after the 1941 insurrection. Abuse against the Jewish population was widespread and numerous reports of Orthodox priests partaking and profiting from the abuse exist. In 1944, Visarion Puiu fled to Nazi Germany, then, after the war, in the West. In Romania he was tried and convicted in absentia after the war. Many priests active in Transnistria also faced prosecution after the war, although communist prosecutors were mostly looking for connections to the Iron Guard, rather than explicitly investigating the persecution of Jews.
Historical evidence regarding the Romanian Orthodox Church's role in World War II is overwhelmingly incriminating but there are a few exceptions. Tit Simedrea, metropolitan of Bukovina is one two high-ranking bishops known to have interceded in favor of the Jewish population, the other being the metropolitan Nicolae Bălan of Transylvania. Evidence also surfaced that Simedrea personally sheltered a Jewish family in the metropolitanate compound.
Priest Gheorghe Petre was recognized as Righteous Among the Nations for having saved Jews in Kryve Ozero. Petre was arrested in 1943 and court-martialed but was released in 1944 for lack of evidence.
After King Michael's Coup on August 23, 1944, Romania switched sides. The coup had been backed by the communists; the Church, known for its long-term record of anti-Soviet and anti-communist rhetoric now found itself in an awkward position. Patriarch Nicodim was quick to write a pastoral letter denouncing the previous dictatorship, blaming the Germans for the events that had taken place in Romania during the 30s and during the war and praising "the powerful neighbor from the East" with whom Romania had, supposedly, always had "the best political, cultural, and religious relations."
Starting in 1944, and even more after Petru Groza became Prime-minister with Soviet support in 1945, the Church tried to adapt to the new political situation. In August 1945 a letter of the Holy Synod was published in BOR. Again, it blamed the Germans for the horrors of the war and claimed that the Orthodox Church had always promoted democracy. The Romania Army was also praised for having joined forces with "the brave Soviet armies in the war against the true adversaries of our country." Finally, the Orthodox faithful were asked to fully support the new government. Later that year BOR published two relatively long articles authored by Bishop Antim Nica and, respectively, by Teodor Manolache. Both articles dealt with the Holocaust and painted the Romanian Orthodox Church as a savior of Jews.
Communist period
Romania officially became a communist state in 1947. Restricted access to ecclesiastical and relevant state archives makes an accurate assessment of the Romanian Orthodox Church's attitude towards the Communist regime a difficult proposition. Nevertheless, the activity of the Orthodox Church as an institution was more or less tolerated by the Marxist–Leninist atheist regime, although it was controlled through "special delegates" and its access to the public sphere was severely limited; the regime's attempts at repression generally focused on individual believers. The attitudes of the church's members, both laity and clergy, towards the communist regime, range broadly from opposition and martyrdom, to silent consent, collaboration or subservience aimed at ensuring survival. Beyond limited access to the Securitate and Party archives as well as the short time elapsed since these events unfolded, such an assessment is complicated by the particularities of each individual and situation, the understanding each had about how their own relationship with the regime could influence others and how it actually did.
The Romanian Workers' Party, which assumed political power at the end of 1947, initiated mass purges that resulted in a decimation of the Orthodox hierarchy. Three archbishops died suddenly after expressing opposition to government policies, and thirteen more "uncooperative" bishops and archbishops were arrested. A May 1947 decree imposed a mandatory retirement age for clergy, thus providing authorities with a convenient way to pension off old-guard holdouts. The 4 August 1948 Law on Cults institutionalised state control over episcopal elections and packed the Holy Synod with Communist supporters. The evangelical wing of the Romanian Orthodox Church, known as the Army of the Lord, was suppressed by communist authorities in 1948. In exchange for subservience and enthusiastic support for state policies, the property rights over as many as 2,500 church buildings and other assets belonging to the (by then-outlawed) Romanian Greek-Catholic Church were transferred to the Romanian Orthodox Church; the government took charge of providing salaries for bishops and priests, as well as financial subsidies for the publication of religious books, calendars and theological journals. By weeding out the anti-communists from among the Orthodox clergy and setting up a pro-regime, secret police-infiltrated Union of Democratic Priests (1945), the party endeavoured to secure the hierarchy's cooperation. By January 1953 some 300-500 Orthodox priests were being held in concentration camps, and following Patriarch Nicodim's death in May 1948, the party succeeded in having the ostensibly docile Justinian Marina elected to succeed him.
As a result of measures passed in 1947–48, the state took over the 2,300 elementary schools and 24 high schools operated by the Orthodox Church. A new campaign struck the church in 1958-62 when more than half of its remaining monasteries were closed, more than 2,000 monks were forced to take secular jobs, and about 1,500 clergy and lay activists were arrested (out of a total of up to 6,000 in the 1946-64 period). Throughout this period Patriarch Justinian took great care that his public statements met the regime's standards of political correctness and to avoid giving offence to the government; indeed the hierarchy at the time claimed that the arrests of clergy members were not due to religious persecution.
The church's situation began to improve in 1962, when relations with the state suddenly thawed, an event that coincided with the beginning of Romania's pursuit of an independent foreign policy course that saw the political elite encourage nationalism as a means to strengthen its position against Soviet pressure. The Romanian Orthodox Church, an intensely national body that had made significant contributions to Romanian culture from the 14th century on, came to be regarded by the regime as a natural partner. As a result of this second co-optation, this time as an ally, the church entered a period of dramatic recovery. By 1975, its diocesan clergy was numbering about 12,000, and the church was already publishing by then eight high-quality theological reviews, including Ortodoxia and Studii Teologice. Orthodox clergymen consistently supported the Ceaușescu regime's foreign policy, refrained from criticizing domestic policy, and upheld the Romanian government's line against the Soviets (over Bessarabia) and the Hungarians (over Transylvania). As of 1989, two metropolitan bishops even sat in the Great National Assembly. The members of the church's hierarchy and clergy remained mostly silent as some two dozen historic Bucharest churches were demolished in the 1980s, and as plans for systematization (including the destruction of village churches) were announced. A notable dissenter was Gheorghe Calciu-Dumitreasa, imprisoned for a number of years and eventually expelled from Romania in June 1985, after signing an open letter criticizing and demanding an end to the regime's violations of human rights.
In an attempt to adapt to the newly created circumstances, the Eastern Orthodox Church proposed a new ecclesiology designed to justify its subservience to the state in supposedly theological terms. This so-called "Social Apostolate" doctrine, developed by Patriarch Justinian, asserted that the church owed allegiance to the secular government and should put itself at its service. This notion inflamed conservatives, who were consequently purged by Gheorghe Gheorghiu-Dej, Ceaușescu's predecessor and a friend of Justinian's. The Social Apostolate called on clerics to become active in the People's Republic, thus laying the foundation for the church's submission to and collaboration with the state. Fr. Vasilescu, an Orthodox priest, attempted to find grounds in support of the Social Apostolate doctrine in the Christian tradition, citing Augustine of Hippo, John Chrysostom, Maximus the Confessor, Origen and Tertullian. Based on this alleged grounding in tradition, Vasilescu concluded that Christians owed submission to their secular rulers as if it were the will of God. Once recalcitrants were removed from office, the remaining bishops adopted a servile attitude, endorsing Ceauşescu's concept of nation, supporting his policies, and applauding his peculiar ideas about peace.
Collaboration with the Securitate
In the wake of the Romanian Revolution, the church never admitted to having ever willingly collaborated with the regime, although several Romanian Orthodox priests have publicly admitted after 1989 that they had collaborated with and/or served as informers for the Securitate, the secret police. A prime example was Bishop Nicolae Corneanu, the Metropolitan of Banat, who admitted to his efforts on behalf of the Romanian Communist Party, and denounced activities of clerics in support of the Communists, including his own, as "the Church's [act of] prostitution with the Communist regime".
In 1986, Metropolitan Antonie Plămădeală defended Ceaușescu's church demolition programme as part of the need for urbanization and modernisation in Romania. The church hierarchy refused to try to inform the international community about what was happening.
Widespread dissent from religious groups in Romania did not appear until revolution was sweeping across Eastern Europe in 1989. The Patriarch of the Romanian Orthodox Church Teoctist Arăpașu supported Ceaușescu up until the end of the regime, and even congratulated him after the state murdered one hundred demonstrators in Timișoara. It was not until the day before Ceaușescu's execution on 24 December 1989 that the Patriarch condemned him as "a new child-murdering Herod".
Following the removal of Communism, the Patriarch resigned (only to return a few months after) and the Holy Synod apologised for those "who did not have the courage of the martyrs".
After 1989
As Romania made the transition to democracy, the church was freed from most of its state control, although the State Secretariat for Religious Denominations still maintains control over a number of aspects of the church's management of property, finances and administration. The state provides funding for the church in proportion to the number of its members, based on census returns and "the religion's needs" which is considered to be an "ambiguous provision". Currently, the state provides the funds necessary for paying the salaries of priests, deacons and other prelates and the pensions of retired clergy, as well as for expenses related to lay church personnel. For the Orthodox church this is over 100 million euros for salaries, with additional millions for construction and renovation of church property. The same applies to all state-recognised religions in Romania.
The state also provides support for church construction and structural maintenance, with a preferential treatment of Orthodox parishes. The state funds all the expenses of Orthodox seminaries and colleges, including teachers' and professors' salaries who, for compensation purposes, are regarded as civil servants.
Since the fall of Communism, Greek-Catholic Church leaders have claimed that the Eastern Catholic community is facing a cultural and religious wipe-out: the Greek-Catholic churches are allegedly being destroyed by representatives of the Eastern Orthodox Church, whose actions are supported and accepted by the Romanian authorities.
The church openly supported banning same-sex marriage in a referendum in 2018. The church believes that homosexuality is a sin and unnatural.
In the Republic of Moldova
The Romanian Orthodox Church also has jurisdiction over a minority of believers in Moldova, who belong to the Metropolis of Bessarabia, as opposed to the majority, who belong to the Moldovan Orthodox Church, under the Moscow Patriarchate. In 2001 it won a landmark legal victory against the Government of Moldova at the Strasbourg-based European Court of Human Rights.
This means that despite current political issues, the Metropolis of Bessarabia is now recognized as "the rightful successor" to the Metropolitan Church of Bessarabia and Hotin, which existed from 1927 until its dissolution in 1944, when its canonical territory was put under the jurisdiction of the Russian Orthodox Church's Moscow Patriarchate in 1947.
Organization
The Romanian Orthodox Church is organized in the form of the Romanian Patriarchate. The highest hierarchical, canonical and dogmatical authority of the Romanian Orthodox Church is the Holy Synod.
There are six Orthodox Metropolitanates, ten archbishoprics and fifteen bishoprics in Romania, and more than twelve thousand priests and deacons, servant fathers of ancient altars from parishes, monasteries and social centres. Almost 400 monasteries exist inside the country, staffed by some 3,500 monks and 5,000 nuns. Three Diasporan Metropolitanates and two Diasporan Bishoprics function outside Romania proper. As of 2004, there are, inside Romania, fifteen theological universities where more than ten thousand students (some of them from Bessarabia, Bukovina and Serbia benefiting from a few Romanian fellowships) currently study for a theological degree. More than 14,500 churches (traditionally named "lăcașe de cult", or houses of worship) exist in Romania for the Romanian Orthodox believers. As of 2002, almost 1,000 of those were either in the process of being built or rebuilt.
Notable theologians
Dumitru Stăniloae (1903–1993) is considered one of the greatest Orthodox theologians of the 20th century, having written extensively in all major fields of Eastern Christian systematic theology. One of his other major achievements in theology is the 45-year-long comprehensive series on Orthodox spirituality known as the Romanian Philokalia, a collection of texts written by classical Byzantine writers, that he edited and translated from Greek.
Archimandrite Cleopa Ilie (1912–1998), elder of the Sihăstria Monastery, is considered one of the most representative fathers of contemporary Romanian Orthodox monastic spirituality.
Metropolitan Bartolomeu Anania (1921-2011) was the Metropolitan of Cluj, Alba, Crișana and Maramureș from 1993 until his death.
List of patriarchs
Miron (1925–1939)
Nicodim (1939–1948)
Justinian (1948–1977)
Iustin (1977–1986)
Teoctist (1986–2007)
Daniel (since 2007)
Jubilee and commemorative years
Initiative of Patriarch Daniel’s, with a deep missionary impact for Church and society, has been the proclamation of jubilee and commemorative years in the Romanian Patriarchate, with solemn sessions of the Holy Synod, conferences, congresses, monastic synaxes, debates, programmes of catechesis, processions and other Church activities dedicated to the respective annual theme.
2008 – The Jubilee Year of the Holy Scripture and the Holy Liturgy;
2009 – The Jubilee-Commemorative year of Saint Basil the Great, Archbishop of Cæsarea in Cappadocia;
2010 – The Jubilee Year of the Orthodox Creed and of Romanian Autocephaly;
2011 – The Jubilee Year of Holy Baptism and Holy Matrimony;
2012 – The Jubilee Year of Holy Unction and of the care for the sick;
2013 – The Jubilee Year of the Holy Emperors Constantine and Helena;
2014 – The Jubilee Year of the Eucharist (of the Holy Confession and of the Holy Communion) and the Commemorative Year of the Martyr Saints of the Brancoveanu family;
2015 – The Jubilee Year of the Mission of Parish and Monastery Today and the Commemorative Year of Saint John Chrysostom and of the great spiritual shepherds in the eparchies;
2016 – The Jubilee Year of Religious Education for Orthodox Youth and the Commemorative Year of the Holy Hierarch and Martyr Antim of Iveria and of all the printing houses of the Church;
2017 – The Jubilee Year of the Holy Icons and of church painters and the Commemorative Year of Patriarch Justin and of all defenders of Orthodoxy during communism;
2018 – The Jubilee Year of Unity of Faith and Nation, and the Commemorative Year of the 1918 Great Union Founders;
2019 – Solemn Year of church singers and of the Commemorative Year of Patriarch Nicodim and of the translators of church books;
2020 – Solemn Year of Ministry to Parents and Children and the Commemorative Year of Romanian Orthodox Philanthropists;
Current leaders
The patriarchal chair is currently held by Daniel I, Archbishop of Bucharest, Metropolitan of Muntenia and Dobrudja (former Ungro-Wallachia) and Patriarch of All of the Romanian Orthodox Church. Since 1776, the Metropolitan of Ungro-Wallachia has been titular bishop of Caesarea in Cappadocia (Locțiitor al tronului Cezareei Capadociei), an honor bestowed by Ecumenical Patriarch Sophronius II.
Teofan Savu, Metropolitan of Moldavia and Bukovina
Laurențiu Streza, Metropolitan of Transylvania
Andrei Andreicuț, Metropolitan of Cluj, Maramureș and Sălaj
Ioan Selejan, Metropolitan of Banat
Irineu Popa, Metropolitan of Oltenia
Petru Păduraru, Metropolitan of Bessarabia
Iosif Pop, Metropolitan of Western and Southern Europe
Serafim Joantă, Metropolitan of Germany and Central Europe
Nicolae Condrea, Metropolitan of the Americas
Gallery
See also
References
Notes
Citations
Sources
Further reading
Article on the Romanian Orthodox Church by Ronald Roberson on the CNEWA website
External links
Official website
Romania
Religious organizations established in 1872
Members of the World Council of Churches
Eastern Orthodox organizations established in the 19th century
Christian denominations established in the 19th century
1872 establishments in Romania
Culture of Romania
Religious organizations based in Bucharest
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https://en.wikipedia.org/wiki/Ali%20Bey%20al-Kabir
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Ali Bey al-Kabir
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Ali Bey al-Kabir (, Georgian: ალი ბეი ალ-ქაბირი; 1728 – 8 May 1773) was a Mamluk leader in Egypt. Nicknamed Jinn Ali ("Ali the Devil") and Bulut Kapan ("Cloud-Catcher"), Ali Bey rose to prominence in 1768 when he rebelled against his Ottoman rulers, making the Egypt Eyalet of the Ottoman Empire independent for a short time. His rule ended following the insubordination of his most trusted general, Abu al-Dahab, which led to Ali Bey's downfall and death.
Origins
Ali Bey was born in Principality of Abkhazia and was of ethnic Georgian origin. The Encyclopedia of Islam adds that according to Ali Bey's contemporary biographer, Sauveur Lusignan, he was "supposedly" the son of a certain David, a Greek Orthodox priest. However, according to Alexander Mikaberidze, Ali Bey's father was a priest in the Georgian Orthodox Church. He was kidnapped and brought to Cairo, the capital of Ottoman Egypt, in 1741, when he was around 13, and was sold into slavery. He was purchased by two Jewish customs agents who gave him to Ibrahim Ketkhuda in 1743. Ibrahim Ketkhuda was also of Georgian origin.
Early career
Although the Mamluk Sultanate of Egypt and Syria was conquered by the Ottoman Empire in 1518–1519, the new rulers incorporated the remnant mamluk (manumitted slave soldier) troops and officials into the governance systems of the newly-formed province of Egypt. The Ottoman sultan, wary of concentrating the full extent of Egypt's large military and economic resources into the hands of its governor, set up a complex system of government in the province to balance his power. While the governor, always chosen from the Ottoman imperial personnel, remained the sultan's chief executive in Egypt and held the high rank of pasha, the defterdar, or treasurer, who was typically a mamluk, was given extensive power over the economy, and held the next highest rank of sanjakbey, often abbreviated to 'bey'. The province had seven Ottoman army units, called , the most powerful of which was the janissaries. The remnant mamluks maintained a parallel military structure in the province that was initially loyal to the Ottoman rulers, who allowed them to continue importing and training new recruits, critical to the continuation of the mamluk tradition. By the early 18th century, the had become considerably weakened and dominated by the mamluk beys. The powerful offices of the defterdar, the , who wielded executive authority during the absence of the governor, the , who commanded the annual Muslim pilgrim caravan to Mecca, and the chief of the janissaries, were all held by mamluk beys.
In 1711 a civil war broke between the two dominant mamluk factions of the country, the Faqariya and the Qasimiya, the former backed by the janissaries and the latter by the other Ottoman and a newly-emergent mamluk faction, the Qazdughliya. The Faqariya were trounced during the war, but the victorious Qasimiya splintered into a spent force of warring factions by the 1730s, enabling the rise of the Qazdughliya to power. Despite the internal bloodletting among the mamluks, the civil war had signaled the triumph of the mamluk beys over the Ottoman as the dominant military power in Egypt. For the remainder of the 18th century, the mamluk beys controlled Egypt's politics, but their incessant factionalism and internal strife allowed the Ottomans to maintain an important influence in provincial affairs. A testament to the newfound power and prestige of the mamluks in Egypt was the inauguration of a new title, (chief of the country), bestowed by the sultan on the preeminent mamluk bey.
Ali's master, Ibrahim Ketkhuda, had led the Qazdughli faction to victory over the Qasimiya in 1730 and in 1739, drove out the head of the Faqariya, Uthman Bey. By 1748, Ibrahim Ketkhuda and his partner in power, Ridwan Ketkhuda, head of the smaller Julfiyya mamluk faction, stabilized the country under their joint leadership. Moving up the ranks in Ibrahim Ketkhuda's mamluk household, Ali reached the rank of in 1749. were a rank below the beys, whom they expected to succeed in time, and were chosen among the favorite mamluks of their patron. In the early 18th century, there were thirty-six administrative offices open to , who numbered between sixty and seventy at that time. Their jurisdiction typically included a group of villages in a rural province and they were essentially the most powerful administrators in those parts of the countryside that were not controlled by the Bedouin (nomadic) tribes.
In 1753 or 1754, Ali was the , the second most important office in the mamluk beylicate of the 18th century. In the course of leading the caravan, he made daring attacks against the Bedouin tribes who dwelt in the desert regions through which the caravan route passed. He earned his popular Turkish nickname, , meaning 'he who catches clouds', an allusion to the Bedouin, who were as elusive as clouds. His less common, Arabic nickname, ('Ali the demon'), was similarly a reference to his ferocity against the Bedouin. Upon his return from the Hajj, Ali attained the rank of bey. Ibrahim Ketkhuda died in November 1754, after which he was succeeded as head of the Qazdughli faction by Abd al-Rahman Ketkhuda, while Ridwan succeeded him as . Ridwan was ousted in May 1755, and by October, Uthman Bey al-Jirjawi became and Abd al-Rahman largely retired from politics. Ali became a bey during al-Jirjawi's reign.
Al-Jirjawi was ousted by Husayn Bey al-Sabunji, who became and exiled Ali Bey to the village of Nusat in Lower Egypt as part of a purge of potential rivals. In November, al-Sabunji was overthrown in a plot led by Husayn Bey Kashkash, a prominent bey of Ibrahim Ketkhuda's household, who recalled Ali Bey from his exile. Another 'Ali Bey', known as 'al-Ghazzawi', who had also been a mamluk of Ibrahim Ketkhuda, was recalled from his exile as well and was chosen in the council of preeminent beys as the new . While al-Ghazzawi was leading the Hajj caravan in 1760, he attempted to assassinate Abd al-Rahman, who remained influential in his retirement. The plot was detected, after which Abd al-Rahman allied with Ali Bey, who wielded significant influence with the janissaries, to strengthen his position against al-Ghazzawi. In a council of the leading beys held in al-Ghazzawi's absence, Abd al-Rahman proposed that Ali Bey replace the acting , Khalil Bey al-Daftardar, to which the council agreed. Upon hearing the election of Ali Bey and a subsequent order to execute the conspirators who attempted to assassinate Abd al-Rahman, Ghazzawi took up exile in Gaza on his way back from the Hajj.
Shaykh al-Balad
First term
Although Ali Bey was officially , Abd al-Rahman, who lived in relative seclusion from daily politics, wielded actual power. Abd al-Rahman was neither a bey nor a mamluk, but a son of a mamluk, who were not favored in the mamluk system for advancement, and used Ali Bey as his political puppet. The limitation of his power by Abd al-Rahman, as well as by the Ottoman governor and the other mamluk beys, did not reconcile with Ali Bey's ambitions for total power. He resolved to eliminate his rivals, promote mamluks of his own household and engineer their appointments to powerful positions, and expand his sources of income. He began his thrust for power in 1763, when he exiled several officers of the janissaries from Alexandria and arrested for ransom four priests in Alexandria. The following year, he may have engineered the poisoning death of Egypt's incoming governor before he could assume office. In 1765 he exiled Abd al-Rahman to the Hejaz (western Arabia). In the meantime he was rapidly acquiring and promoting his mamluks, such that he had 3,000 mamluks and made eight of them beys by 1766.
Exile in Gaza
Ali Bey's intensifying moves against the and fellow mamluk emirs and the empowerment of his own mamluks and tyrannical rule all brought about a check on his power by the Ottoman imperial government. It appointed a new governor, Hamza Pasha, with secret instructions to bring down Ali Bey. The governor invited Ali Bey's main mamluk rival, Husayn Bey Kishkish, back to Egypt from exile. Ali Bey made an abortive attempt to kill Husayn Bey by poisoning, but the plot was detected and prompted Husayn Bey and Hamza Pasha to retaliate by besieging Ali Bey in his palace. He was forced to step down as . Although he agreed to exile in Medina, he took refuge in Gaza, on Egypt's border. In Gaza, Ali Bey established contact with the Acre-based strongman of northern Palestine, Zahir al-Umar, and gained the latter's support.
Second term
Return to power
The tyrannical rule of Khalil Bey and Husayn Bey led to Hamza Pasha facilitating Ali Bey's return to Egypt to use him as a check on the ruling beys' power. On 6 September 1766, Ali Bey and his top mamluks appeared at the Cairo houses of the leading beys and demanded their restoration to the mamluk decision-making council. The council's members did not readmit them, but allowed them to stay in Egypt, with Ali Bey banished to Nusat, where he was to live off its revenues, and the others in his party sent to Upper Egypt, where the powerful Hawwara tribe was already hosting several mamluk exiles from the Qasimiya faction under Salih Bey. In February 1767, illicit communications between Ali Bey and his sympathizers in Cairo were detected, leading to the killings or exile of the sympathizers by the ruling beys and an order to exile Ali Bey to Jeddah. Around the same time, however, Hamza Pasha moved against the mamluks, per orders from Constantinople. Although several beys were slain and Husayn Bey was wounded, the mamluks prevailed against the governor, whom they deposed.
The imperial government soon after sent a new governor, Rakım Mehmed Pasha, with orders to rein in the beys and prop up Ali Bey. Despite the threat he posed to them, Ali Bey was allowed by his mamluk rivals in power to join his mamluks in exile at Asyut in Upper Egypt. There, the leader of the Hawwara, Sheikh Humam, brokered an alliance between Ali Bey and Salih Bey. The two now rebelled against Husayn Bey and Khalil Bey by blocking traffic along the Nile River, preventing food supplies to Cairo from Upper Egypt, and stopping tax payments from the Upper Egyptian districts. After abortive expeditions from the ruling mamluks against Ali Bey and Salih Bey, the latter two launched their offensive, appearing before Cairo in autumn 1767. Rakım Mehmed Pasha, intent on toppling the beys, ordered the back to their barracks, thus depriving Husayn Bey and Khalil Bey of crucial military support. Without any actual fighting, Ali Bey and Salih Bey entered Cairo in October, while Khalil Bey and Husayn Bey left for Gaza. Rakım Mehmed Pasha recognized Ali Bey as and restored his subordinate beys to their former offices.
Elimination of rivals and advancement of allies
Soon after, Ali Bey launched a campaign to eliminate his rivals. On 30 November 1767 he assassinated two top-ranking mamluks, Ali Bey Jinn and Hasan Bey, and followed it up by expelling from Egypt four other beys and their retinues. On 1 March 1768, he exiled some thirty officers, including eighteen high-ranking mamluks of his ally Salih Bey's household. In May, Husayn Bey and Khalil Bey launched a campaign against Ali Bey from Gaza, sweeping through the Nile Delta, before establishing base in Tanta. Ali Bey obtained a firman from Rakım Mehmed Pasha officially declaring them as rebels, enabling him to use imperial funds against them, though he still imposed heavy exactions on the local and foreign merchants toward the same purpose. Muhammad Bey Abu al-Dhahab and Salih Bey, confronted the rebels, who surrendered after running out of ammunition. Husayn Bey was beheaded, while Khalil Bey took refuge in the Sayyid Tantawi Mosque until Ali Bey permitted him to enter exile in Alexandria. There, in July 1768, he was strangled. For the remainder of the year, Ali Bey continued eliminating or substantially weakening rivals among the mamluks and in the ranks of the , especially the janissaries, who remained the only influential government military force in the province. By September, the French consul reported "never has the Janissary been reduced to the point it is today". That month, Ali Bey had Salih Bey assassinated, and soon after broke up his household, exiling his mamluks to Tanta, Damietta, Jeddah, and Upper Egypt.
With every move against his rivals, Ali Bey consolidated his hold over the military and bureaucracy in Egypt. All of the officers he eliminated were replaced by his own mamluks. He allowed the beys from his household to build up households of their own, while he acquired substantial numbers of new mamluks and commissioned mercenaries to supplement his forces. After Salih Bey's assassination, Ali Bey promoted three more of his mamluks as beys, appointed Isma'il Bey as defterdar, Ayyub Bey as governor of the major district of Girga, and another of his mamluk beys, Hasan Bey Ridwan, as and (commander of Cairo). In September, he had assumed the office of , thereby attaining the executive powers of the governor during his absence. Crecelius notes by "combining the leadership of the mamluk regime with the executive functions of the Ottoman government Ali Bey had gained complete mastery of the Ottoman administration and reduced the governor to impotence". Rakım Mehmed Pasha attempted to depose Ali Bey in November by enlisting Muhammad Bey Abu al-Dhahab. The latter revealed the plot to Ali Bey, who then denounced and ousted the governor.
Ali Bey stopped the annual tribute to the Sublime Porte and in an unprecedented usurpation of the Ottoman Sultan's privileges had his name struck on local coins in 1769 (alongside the sultan's emblem), effectively declaring Egypt's independence from Ottoman rule. In 1770 he gained control of the Hijaz and a year later temporarily occupied Syria, thereby reconstituting the Mamluk state that had disappeared in 1517. However, a few days after a major victory over Governor Uthman Pasha al-Kurji by the allied forces of Zahir al-Umar and Ali Bey's forces on 6 June 1771, Abu al-Dhahab, the commander of his troops in Syria, refused to continue the fight after an Ottoman agent stirred up mistrust between him and Ali Bey, and hastily returned to Egypt. As a result, Ali Bey lost power in 1772. The following year, he was killed in Cairo.
However, the date of 1772 is highly disputed; other sources and historians give varying dates for the end of Ali Bey's power in Egypt. Uzunçarşılı claims that he held power until 1773 (when Kara Halil Pasha became governor), but Sicill-i Osmani disagrees, saying that he fell out of power in 1769 and naming three interceding governors by name between the end of Ali Bey's reign in 1769 and Kara Halil Pasha's appointment in 1773; these are Köprülü Hafız Ahmed Pasha (1769), Kelleci Osman Pasha (1769–1771), and Vekil Osman Pasha (1772–1773). First-person source Al-Jabarti declares that Ali Bey gave up power in 1769 when a new governor from the Ottoman capital of Istanbul was assigned by the sultan (although he doesn't name him). It is likely that Uzunçarşılı read Al-Jabarti's chronicle, but failed to note the narrative about the new governor coming from Istanbul in 1769, since after that, Al-Jabarti does not name any other pasha by name or sequence until 1773 with Kara Halil Pasha.
Economic policies
According to historians Cleveland and Bunton, "During his time in power, he successfully expanded Egypt's trade with Britain and France. He also hired European advisers to the military and bought European weapons". However, according to Bidwell, "...he did not make use of native Egyptians or call in foreigners for technical advice. He made no effort to build a modern army..."
See also
List of Ottoman governors of Egypt
Nafisa al-Bayda
Notes
References
Sources
Further reading
Virginia H. Aksan, Ottoman Wars, 1700–1870: An Empire Besieged, (Routledge, 2013), 234.
:it:Giovanni Mariti, 1774, Istoria della guerra della Soria parte 1. proseguita fino alla morte di AlyBey dell'Egitto, parte 1
:it:Giovanni Mariti, 1774, Istoria della guerra della Soria parte 2. proseguita fino alla morte di AlyBey dell'Egitto, parte 2
Literature
Sauveur Lusignan: A history of the Revolution of Ali Bey against the Ottoman Porte. London 1783
1728 births
1773 deaths
18th-century Ottoman governors of Egypt
18th-century slaves
Egyptian nobility
Political people from the Ottoman Empire
Georgians from the Ottoman Empire
Slaves from the Ottoman Empire
Mamluks
Ottoman governors of Egypt
Rebels from the Ottoman Empire
Former Georgian Orthodox Christians
Converts to Islam from Eastern Orthodoxy
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https://en.wikipedia.org/wiki/Irish%20theatre
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Irish theatre
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The history of Irish theatre begins in the Middle Ages and was for a long time confined to the courts of the Gaelic and "Old English" – descendants of 12th-century Norman invaders – inhabitants of Ireland. The first theatre building in Ireland was the Werburgh Street Theatre, founded in 1637, followed by the Smock Alley Theatre in 1662.
From the 17th century, theatrical productions in Ireland tended to serve the political purposes of the English colonial administration, but as more theatres opened and the popular audience grew, a more diverse range of entertainments were staged. Many Dublin-based theatres developed links with their London equivalents and performers and productions from the British capital frequently found their way to the Irish stage. However, almost all Irish playwrights from William Congreve to George Bernard Shaw found it necessary to leave their native island to establish themselves.
At the beginning of the 20th century, theatres and theatre companies dedicated to the staging of Irish plays and the development of indigenous writers, directors and performers began to emerge. This allowed many of the most significant Irish dramatists to learn their trade and establish their reputations in Ireland rather than in Great Britain or the United States.
Historic theatre buildings
Few historic theatre buildings survive in Ireland, and only a small minority predate the 20th century. The Gaiety Theatre in Dublin dates to 1871, and despite multiple alterations it retains several Victorian era features and remains Ireland's longest-established, continuously producing public theatre. The Theatre Royal, Waterford dates to 1876, but retains some structural material from the 1785 theatre building which preceded it, and is considered Ireland's oldest continually operating theatre. The Smock Alley Theatre was converted, in 2012, from an early 19th century church building which incorporated fabric from the 18th century theatre which preceded it, and is built on the foundations of the first Theatre Royal from 1662. It is thus often referred to as Ireland's "oldest new theatre" or "newest old theatre". The Lord Amiens Theatre was built as a private theatre wing of Aldborough House in 1795, and used as such until 1830. Despite alterations to the interior, structurally the building remains exactly as it was designed and first constructed, and it is thus considered the oldest purpose-built theatre building in Ireland.
Small beginnings
Although there would appear to have been performances of plays on religious themes in Ireland from as early as the 14th century, the first well-documented instance of a theatrical production in Ireland is a 1601 staging of Gorboduc presented by Lord Mountjoy Lord Deputy of Ireland in the Great Hall in Dublin Castle. The play had been written by Thomas Sackville and Thomas Norton for the 1561/2 Christmas festivities at the Inner Temple in London and appears to have been selected because it was a story of a divided kingdom descending into anarchy that was applicable to the situation in Ireland at the time of the performance. Mountjoy started a fashion, and private performances became quite commonplace in great houses all over Ireland over the following thirty years.
The Werburgh Street Theatre in Dublin is generally identified as the "first custom-built theatre in the city," "the only pre-Restoration playhouse outside London," and the "first Irish playhouse."
Court in Kilkenny
In 1642, as a result of the English Civil War, Dublin Royalists were forced to flee the city. Many of them went to Kilkenny to join a confederacy of Old English and Irish that formed in that city. Kilkenny had a tradition of dramatic performance going back to 1366, and the Dublin company, much attenuated, set up in their new home. At least one new play was published in Kilkenny; A Tragedy of Cola's Fury, OR, Lirenda's Misery, a blatantly political work with the Lirenda of the title being an anagram of Ireland.
With the restoration of the monarchy in 1661, John Ogilby was commissioned to design the triumphal arches and write masques for the new king's entrance into London. Ogilby was reinstated as Master of the Revels and returned to Dublin to open a new theatre in Smock Alley. Although starting well, this new theatre was essentially under the control of the administration in Dublin Castle and staged mainly pro-Stuart works and Shakespearean classics. As a result, Irish playwrights and actors of real talent were drawn to London.
The Restoration
An early example of this trend is William Congreve, one of the most important writers for the late 18th London stage. Although born in Yorkshire, Congreve grew up in Ireland and studied with Jonathan Swift in Kilkenny and at Trinity College Dublin. After graduating, Congreve moved to London to study law at the Temple and pursue a literary career. His first play, The Old Bachelor (1693) was sponsored by John Dryden, and he went on to write at least four more plays. The last of these, The Way of the World (1700) is the one Congreve work regularly revived on the modern stage. However, at the time of its creation, it was a relative failure and he wrote no further works for the theatre.
With the accession to the throne of William of Orange, the whole ethos of Dublin Castle, including its attitude to the theatre, changed. A theatre at Smock Alley stayed in existence until the 1780s and new theatres, such as the Theatre Royal, Queens' Theatre, and The Gaiety Theatre opened during the 19th century. However, the one constant for the next 200 years was that the main action in the history of Irish theatre happened outside Ireland itself, mainly in London.
18th century
The 18th century saw the emergence of two major Irish dramatists, Oliver Goldsmith and Richard Brinsley Sheridan, who were two of the most successful playwrights on the London stage in the 18th century. Goldsmith (1728–1774) was born in Roscommon and grew up in extremely rural surroundings. He entered Trinity College in 1745 and graduated in 1749. He returned to the family home, and in 1751, began to travel, finally settling in London in 1756, where he published poetry, prose and two plays, The Good-Natur'd Man 1768 and She Stoops to Conquer 1773. This latter was a huge success and is still regularly revived.
Sheridan (1751–1816) was born in Dublin into a family with a strong literary and theatrical tradition. His mother was a writer and his father was manager of Smock Alley Theatre. The family moved to England in the 1750s, and Sheridan attended Harrow Public School. His first play, The Rivals 1775, was performed at Covent Garden and was an instant success. He went on to become the most significant London playwright of the late 18th century with plays like The School for Scandal and The Critic. He was owner of the Drury Lane Theatre, which he bought from David Garrick. The theatre burned down in 1809, and Sheridan lived out the rest of his life in reduced circumstances. He is buried in Poets' Corner at Westminster Abbey.
19th century
After Sheridan, the next Irish dramatist of historical importance was Dion Boucicault (1820–1890). Boucicault was born in Dublin but went to England to complete his education. At school, he began writing dramatic sketches and soon took up acting under the stage name of Lee Morton. His first play was Legend of Devil's Dyke 1838 in which he acted himself in Brighton. His first London production was London Assurance 1841. This was a great success and he seemed set to become the major writer of comedies of his day. However, his next few plays were not as successful and Boucicault found himself in debt. He recovered some of his reputation with The Corsican Brothers (1852), a well constructed melodrama.
In 1853, he moved to New York, where he soon became a hit with plays like The Poor of New York (1857), Dot (1859, based on Charles Dickens's The Cricket on the Hearth) and The Octoroon (1859). These plays tackled issues such as urban poverty and slavery. Boucicault was also involved in getting the 1856 law on copyright passed through Congress. His last New York play was The Colleen Bawn (1860). In that year, Boucicault returned to London to stage The Colleen Bawn and the play ran for 247 performances at The Adelphi Theatre. He wrote several more successful plays, including The Shaughran (1875) and Robert Emmet (1884). These later plays helped perpetuate the stereotype of the drunken, hotheaded, garrulous Irishman that had been common on the British stage since the time of Shakespeare. Other Irish dramatists of the period include John Banim and Gerald Griffin, whose novel The Collegians formed the basis for The Colleen Bawn.
Boucicault is widely regarded as the wittiest Irish dramatist between Sheridan and Oscar Wilde (1854–1900). Wilde was born in Dublin into a literary family and studied at Trinity College, where he had a brilliant career. In 1874 he won a scholarship to Magdalen College, Oxford. Here he began his career as a writer, winning the Newdigate Prize for his poem Ravenna. His studies were cut short during his second year at Oxford when his father died leaving large debts.
During a short but glittering literary career, Wilde wrote poetry, short stories, criticism and a novel, but his plays probably represent his most enduring legacy. Wilde's first stage success came with Lady Windermere's Fan (1892), which resulted in his becoming the most talked about dramatist in London. He followed this up with A Woman of No Importance (1893), An Ideal Husband (1895) and his most famous play The Importance of Being Earnest that same year.
With these plays, Wilde came to dominate late-Victorian era British theatre. His plays are noted for the lightness of their wit, but he also contrived to address some serious issues around sexual and class roles and identity, as he wrote himself 'treating the serious things lightly and the light things seriously'. Events in Wilde's personal life were to overtake his literary success and he died in Paris in 1900. He remains one of the great figures in the history of Irish theatre and his plays are frequently performed all over the English-speaking world.
Wilde's contemporary George Bernard Shaw (1856–1950) was a very different kind of writer. Born in Dublin, Shaw moved to London in 1876 intending to become a novelist. Here he became active in socialist politics and became a member of the Fabian Society. He was also a very public vegetarian. His writing for the stage was influenced by Henrik Ibsen. His early political plays were not popular, but he made a breakthrough with John Bull's Other Island (1904). Shaw was extremely prolific, and his collected writings filled 36 volumes. Many of his plays are now forgotten, but a number, including Major Barbara, Saint Joan (usually considered his masterpiece) and Pygmalion are still regularly performed. Pygmalion was the basis for the movie My Fair Lady, a fact which benefitted the National Gallery of Ireland as Shaw had left the royalties of the play to the gallery. A statue of the playwright now stands outside the gallery entrance. He won the Nobel Prize for Literature in 1925.
20th and 21st centuries
The Abbey and after
A sea change in the history of the Irish theatre came with the establishment in Dublin in 1899 of the Irish Literary Theatre by W. B. Yeats, Lady Gregory, George Moore and Edward Martyn. This was followed by the Irish National Theatre Society, later to become the Abbey Theatre. The history of this theatre is well documented, and its importance can be seen from the list of writers whose plays were first performed here in the early days of the 20th century. These included W.B. Yeats, Lady Gregory, John Millington Synge, George Moore, and Seán O'Casey. Equally importantly, through the introduction by Yeats, via Ezra Pound, of elements of the Noh theatre of Japan, a tendency to mythologise quotidian situations, and a particularly strong focus on writings in dialects of Hiberno-English, the Abbey was to create a style that held a strong fascination for future Irish dramatists. Indeed, it could almost be said that the Abbey created the basic elements of a national theatrical style.
This period also saw a rise in the writing of plays in Irish, especially after the formation, in 1928, of An Taidhbhearc, a theatre dedicated to the Irish language. The Gate Theatre, also founded in 1928 under the direction of Hilton Edwards and Micheál MacLiammóir, introduced Irish audiences to many of the classics of the European stage.
Mid-20th century
The twentieth century saw a number of Irish playwrights come to prominence. Samuel Beckett is probably the most significant of these. Beckett had a long career as a novelist and poet before his first play, Waiting for Godot (1953) made him famous. This play, along with his second, Endgame, is one of the great works of absurdist theatre. Beckett was awarded for the Nobel Prize in 1969.
The Lyric Theatre, founded in 1944 by Austin Clarke was based in the Abbey until 1951 and produced many of Clarke's own verse plays. From the mid-1950s, the Unitarian Church at St Stephen's Green, Dublin was home to Amharclann an Damer/The Damer Theatre. The Damer produced both professional and amateur Irish language theatre. The world premier of Brendan Behan's An Giall (The Hostage) took place here in 1958. The theatre closed in 1981. Behan went on to be an extremely popular dramatist, particularly through his work with Joan Littlewood's Theatre Royal in Stratford, East London.
Other important Irish dramatists of this period include: Denis Johnston, Thomas Kilroy, Tom Murphy, Hugh Leonard, Frank McGuinness, and John B. Keane.
Recent developments
In general, the Abbey was the dominant influence in theatre in Ireland across the 20th century. Beckett's example has been almost entirely ignored, although his plays are regularly performed on the Irish stage. Behan, in his use of song and direct address to the audience, was influenced by Bertolt Brecht and Denis Johnston used modernist techniques including found texts and collage, but their works had little impact on the dramatists who came after them. In the 1970s and 1980s, a number of companies emerged to challenge the Abbey's dominance and introduce different styles and approaches. These included Focus Theatre, The Passion Machine, The Children's T Company, the Project Theatre Company, Red Kettle, Druid Theatre, TEAM and Field Day. These companies nurtured a number of writers, actors, and directors who went on to be successful in London, Broadway and Hollywood or in other literary fields. These include Enda Walsh, Joe O Byrne, Peter Sheridan, Brian Friel, Stephen Rea, Garry Hynes, Martin McDonagh, Conor McPherson, Marina Carr, Jimmy Murphy, Billy Roche and Gabriel Byrne. In 1974 Siamsa Tíre, the National Folk Theatre of Ireland, was founded in Tralee, County Kerry, by Pat Ahern.
In the 1990s and 2000s a new wave of theatre companies arrived. These include: Barabbas, Barnstorm Theatre Company, Bedrock, Blue Raincoat, B*spoke, The Corn Exchange, Corcadorca, Fishamble, KATS Theatre Group, Loose Canon, Ouroborous and Pan Pan. A number of these companies had a significant portion or, in some cases, all of their Arts Council funding cut at the beginning of 2010 and it remains to be seen if they will continue to operate.
Theatre in the Irish language
Irish-language theatre has enjoyed periods of remarkable productivity since its beginnings in the era of the Gaelic Revival, despite a frequent lack of trained actors and directors, a small and scattered audience and difficulty in finding permanent theatre spaces.
The earliest plays were often based on folk themes or had as their aim the strengthening of nationalism. It was not until the late nineteen twenties that a real sophistication began to be achieved, and even then the work depended largely on the work of gifted amateurs working through dramatic societies and the few available theatres. They were handicapped by the lack of a longstanding dramatic tradition such as existed in English, and it has been argued that, with outstanding exceptions, there was little influence at the time from the European classics.
From 1942 the Abbey Theatre began occasional productions in Irish; in time this led to a concentration on pantomime at the expense of longer and more serious work. New theatre companies emerged to redress this, and An Phéacóg Nua (The New Peacock Theatre), a small theatre specialising in Irish-language drama, was created as an extension of the Abbey. The task of presenting innovative theatre in Irish was taken up by An Damer, a theatre in the heart of Dublin. It continued the tradition of staging both original work and translations. There were professional directors working there, and the playwrights included Eoghan Ó Tuairisc, Seán Ó Tuama, Brendan Behan and Máiréad Ní Ghráda. It served as a training ground for actors like Niall Tóibín who achieved distinction elesewhere. It lost its state subsidy in 1981 and closed, and the new theatre companies that arose to replace it lacked a permanent home.
The Taibhdhearc, a Galway theatre founded in 1928, was explicitly devoted to Irish-language productions. Prominent among those involved were the writer and actor Micheál MacLiammóir and his companion Hilton Edwards, who were also involved with the Gate Theatre in Dublin. The Taibhdhearc has over the years mounted critically praised productions, but there was always tension between proponents of original and translated drama. There was a constant need for new scripts and for sufficient funding to establish the Taibhdhearc as a national theatre. The number of full-length plays in Irish being presented there is presently at a minimum.
Irish-language theatre still depends upon a mixture of amateur and professional talent. Current companies include Aisteoirí Bulfin, Fíbín (with an emphasis on physicality and the visual, including masks and puppetry) and the Belfast group Aisling Ghéar, with an interest in experimentation. Dublin, traditionally a theatrical centre, still lacks a permanent theatre devoted solely to Irish-language productions, though the Peacock Theatre continues to present plays in Irish.
In the words of Irish theatre historian Philip O’Leary, "theatre in Irish has been a living if often invisible art form, with its companies, venues, prizes and, of course, critics". In spite of its problems, it shows continuing vitality.
See also
Irish literature
List of Irish dramatists
List of Irish theatres and theatre companies
Irish fiction
Irish poetry
List of Irish poets
Bibliography
Peter Kavanagh: Irish Theatre (Tralee: The Kerryman, 1946).
James Moran: Staging the Easter Rising: 1916 as Theatre
R. Pine: The Dublin Gate Theatre 1928-1978 (Cambridge: Chadwyck-Healey, 1984)
R. Pine: Brian Friel and Ireland’s Drama (London: Routledge, 1990)
R. Pine: The Diviner: the Art of Brian Friel (Dublin: University College Dublin Press, 1999)
Anthony Roche: Contemporary Irish Drama—from Beckett to McGuinness
Alan J. Fletcher: Drama, Performance, and Polity in Pre-Cromwellian Ireland (Toronto: Toronto University Press & Cork: Cork University Press, 2000)
A. J. Fletcher: Drama and the Performing Arts in Pre-Cromwellian Ireland. Sources and Documents from the Earliest Times Until c.1642 (Cambridge: D. S. Brewer, 2001).
Christopher Morash: A History of Irish Theatre, 1601–2000 (Cambridge: Cambridge University Press, 2002).
References
External links
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En Vogue
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En Vogue is an American vocal girl group whose original lineup consisted of singers Terry Ellis, Dawn Robinson, Cindy Herron, and Maxine Jones. Formed in Oakland, California, in 1989, En Vogue reached No. 2 on the US Hot 100 with the single "Hold On", taken from their 1990 debut album Born to Sing. The group's 1992 follow-up album Funky Divas reached the top 10 in both the US and UK, and included their second US number two hit "My Lovin' (You're Never Gonna Get It)" as well as the US top 10 hits "Giving Him Something He Can Feel" and "Free Your Mind".
In 1996, "Don't Let Go (Love)" became the group's third, and most successful single, to reach number two in the US, and became their sixth number one on the US R&B chart. Robinson left the group in 1997 shortly before the release of their third album EV3, which reached the US and UK top 10. Jones left the group in 2001, Amanda Cole joined shortly thereafter. However, in 2003, Cole left the group, and Rhona Bennett joined the group during the recording of their album Soul Flower. In 2005, the original members briefly united before disassembling again. In 2009, the original members once again reunited for their "En Vogue: 20th Anniversary". Shortly after the tour, Robinson and Jones again departed from En Vogue, with Bennett rejoining the group as a trio.
En Vogue has sold 20 million records worldwide. The group has won seven MTV Video Music Awards, three Soul Train Awards, two American Music Awards, and received seven Grammy nominations. In December 1999, Billboard magazine ranked the band as the 19th most successful recording artist of the 1990s. They ranked as the second most successful female group of the 1990s. In March 2015, Billboard magazine named the group the ninth most-successful girl group of all-time. Two of the group's singles ranks in Billboard's most successful girl group songs of all-time list, "Don't Let Go (Love)" (#12) and "Hold On " (#23).
History
1989–1991: Formation and Born to Sing
In the late-1980s, when they were assembling their 1970 compilation project FM2 for Atlantic Records, Oakland-based production and songwriting duo Denzil Foster and Thomas McElroy first conceived the idea of a modern-day girl group in the tradition of commercially successful female bands that flourished in the late 1950s and early 1960s. Foster and McElroy envisioned an entertainment unit with interchangeable but not identical parts in which every member would qualify to take the lead vocals on any given number. Thus, their plan was to recruit singers who possessed strong voices, noticeably good looks, and intelligence. Approximately 3,000 women attended the auditions held in 1988, with Dawn Robinson, Cindy Herron, and Maxine Jones making the final cut. Originally conceived as a trio, Foster and McElroy decided to create a quartet after hearing the audition of Terry Ellis whose plane had been late from Houston, Texas. At first, they selected the band name 4-U but soon shifted to Vogue, ultimately settling on En Vogue, upon learning that another group had already claimed the Vogue name.
After forming, the group began working with their producers on their debut album. Recording began in August 1989 and wrapped up in December of the same year.
Born to Sing was released on April 3, 1990. The album peaked at No. 21 on the Billboard 200 chart and No. 3 on Billboard's R&B Albums Chart. The first single, "Hold On," was released to radio in late February 1990 and became a crossover pop hit, reaching No. 2 on the Billboard Hot 100 singles chart, and No. 1 on both the R&B singles and Hot Dance Music/Club Play charts. It later went to No. 5 in the UK and became a hit in Europe. The next two singles, "Lies" and "You Don't Have to Worry," each went to No. 1 on the Billboard R&B charts, while the fourth and final single, "Don't Go," charted at No. 3 on the Billboard R&B. The album was later certified platinum by the RIAA.
"Hold On" was awarded a Billboard Music Award for "#1 R&B Single of the Year," a Soul Train Award for R&B/Urban Contemporary Single of the Year, Group, Band or Duo and have been nominated for a Grammy Award for Best R&B Vocal Performance by a Duo or Group. In 1990, En Vogue signed an endorsement deal to appear in a Diet Coke commercial directed by Spike Lee.
1992–1994: Funky Divas, Runaway Love and touring
En Vogue's second album, Funky Divas, was released in the spring of 1992. The album debuted at No. 8 on the Billboard 200 and No. 1 on the Billboard R&B and ultimately doubled the take of its predecessor, going triple platinum. The album's first two singles: "My Lovin' (You're Never Gonna Get It)" and "Giving Him Something He Can Feel" both went top 10 and peaked at No. 1 on the R&B charts. The next single, "Free Your Mind" also went top 10. The final two singles "Give It Up Turn It Loose" and "Love Don't Love You" both were top 40 hits.
The album went on to sell more than five million copies, won an American Music Award for "Favorite Soul/R&B Album," and was nominated for five Grammy Awards. The music video for "Free Your Mind" earned the group three MTV Video Music Awards for Best Choreography, Best Dance Video, and Best R&B Video. They were honored with Soul Train's Entertainer of the Year Award. In addition to this, the group was featured in Rolling Stone, Entertainment Weekly, and Essence, and other major publications.
They were the best group
Riding high on the success of Funky Divas, a six-song EP titled Runaway Love was released in the fall of 1993, spawning the hit "Runaway Love."
The group was signed to an endorsement deal with Converse, and was featured as an opening act on Luther Vandross' 1993 "Never Let Me Go" Tour. England, Germany, the Netherlands, and France were among the numerous countries toured. However, according to an article in Vibe magazine, Vandross (by his own admission in interviews) and his entourage clashed with the members of En Vogue during the tour, and he vowed never to work with them again.
En Vogue made numerous television appearances on such series as In Living Color, A Different World, Roc and Hangin' With Mr. Cooper (the latter two in which they also sang the shows' theme songs).
In 1993, En Vogue was featured on Salt-N-Pepa's top 10 hit "Whatta Man", from Salt-N-Pepa's album Very Necessary. The track appeared (slightly edited) on En Vogue's Runaway Love EP.
1994–1998: The departure of Robinson and EV3
In 1995, En Vogue was among numerous African American female vocalists featured on the song "Freedom" for the soundtrack to Mario Van Peebles's film Panther (1995). Also in 1995, while band members Cindy Herron and Maxine Jones went on maternity leave, Ellis recorded and released a solo album titled Southern Gal, which spun off the top 10 R&B single "Where Ever You Are." The same year, the band made a cameo appearance in Joel Schumacher's superhero film Batman Forever. In 1996, En Vogue recorded "Don't Let Go (Love)" for the soundtrack to the motion picture Set It Off. Released as the soundtrack's lead single in the fall 1996, it became the group's biggest hit yet, selling over 1.8 million copies worldwide and becoming certified platinum by the RIAA. In response to the large commercial success of "Don't Let Go (Love)," the group worked on their third studio album. As the album was nearing completion, Robinson chose to leave the group in March 1997 after contractual negotiations reached a stalemate. Despite Robinson's abrupt departure, Ellis, Herron, and Jones continued on as a trio.
Following Robinson's departure from the group, the remaining trio re-recorded several of her original lead vocals for their forthcoming album EV3, released in June 1997. A breakaway from previous projects, it marked En Vogue's first project to include a diverse roster of collaborators including credits from Babyface, David Foster, Diane Warren, Andrea Martin, and Ivan Matias along with regular contributors Foster and McElroy. Upon its release, EV3 received mixed reviews from critics, many of whom praised the band's vocal performances but were critical with overall production of the album. In the U.S., it debuted at number eight on both Billboards Top R&B/Hip-Hop Albums chart and the Billboard 200 with sales of 76,500 units, the band's highest first-week numbers. Two further singles released from the album, "Whatever" and "Too Gone, Too Long", entered the top 20 and top 40 the Billboard Hot 100, respectively.
In 1998, En Vogue recorded the song "No Fool No More" for the soundtrack to the film Why Do Fools Fall in Love (1998). A top 40 entry on the New Zealand Singles Chart, it was later included on the band's first compilation album Best of En Vogue, released in June 1999. A moderate success, the album reached the top 40 in Austria and the United Kingdom.
2000–2003: Masterpiece Theatre and new member
Masterpiece Theatre, the group's fourth studio album, was released in May 2000. Their first project with Elektra Records, the trio worked exclusively with their founders on the album who made heavy use of samples from classical music and traditional pop music to construct songs for recording. Preceded by leading single "Riddle", the album received a mixed reception from critics upon its release, who were divided by its overall sound, and became a commercial disappointment, reaching number 33 on the Top R&B/Hip-Hop Albums chart and number 67 on the US Billboard 200 only. While Masterpiece Theatre and "Riddle" fared better in international territories, its poor performance resulted in the release of no further singles from the album and the band was soon dropped from the Elektra company.
In 2001, Jones had announced her desire to spend more time with her daughter and departed the group. With Ellis and Herron wanting to continue performing En Vogue, singer-songwriter Amanda Cole joined as a performing member after submitting a demo. The following year, Ellis, Herron, and Cole collaborated with Timothy Eaton on the holiday album The Gift of Christmas, featuring four original songs and eight cover versions of Christmas standards and carols. Released in fall 2002 through Discretion Records, it failed to chart. In December 2002, the trio gave a concert at the Alabama State Fairgrounds in Birmingham, Alabama which was recorded and released, along with bonus footage, on a DVD and live album through Charly Records in 2004. Cole, who felt increasingly limited vocally and creatively, decided to leave the band in favor of a solo career soon after, with singer and actress Rhona Bennett joining after being recommended to Denzel Foster through a mutual friend and songwriting partner.
2004–2008: Soul Flower and impromptu reunion
With Bennett, the trio began work on their sixth album Soul Flower. Produced by Ellis and Herron, it was made independently through their own label Funkigirl Records as well as Foster and McElory's 33rd Street Records, and distribution was handled through an outside deal with Bayside Entertainment. Released to mixed reviews from critics, who noted its mellower tone, the album failed to chart on the Billboard 200, but reached number 47 on the Top R&B/Hip-Hop Albums and number 15 on the Independent Albums charts. Its two singles, "Losin' My Mind" and "Ooh Boy", reached the top 40 on Billboards Adult R&B Songs chart. During the latter part of 2004, En Vogue traveled three months in Europe as part of the Night of the Proms concerts series, with Jones rejoining the group to fill the place of Herron, who went on maternity leave. The Ellis/Bennett/Jones performing incarnation of the group headlined Lifetime's fifth annual WomenRock! alongside Blondie, Angie Stone, and several others. Performing several of their hits, co-headliner Kelly Clarkson joined them for a rendition of "Free Your Mind."
In 2005, Herron and Robinson rejoined En Vogue, and Bennett withdrew from the group. The original four signed with one of the industry's largest management firms, the Firm Management Group, and began soliciting material for a new studio album which was expected to be released through Los Angeles-based Movemakers and Funkigirl Records. That September, the band joined Salt-N-Pepa for their first joint public performance of their 1994 single "Whatta Man" at VH1 Hip Hop Honors, and briefly toured together. The quartet also collaborated with Stevie Wonder and Prince on the backing vocals and music video for "So What the Fuss" from Wonder's 2005 A Time to Love album, which received a Grammy nomination at the 48th award ceremony in 2006.
After failing to agree on business terms, Robinson once again chose to defect from En Vogue, and Bennett returned to complete the quartet. As a result, En Vogue was let go from the Firm and an album full of new original material did not materialize. En Vogue continued to perform with Ellis, Herron, Jones, and Bennett on selected spot dates in North America, Europe, and Japan. During this time, they teamed with Flemish singer Natalia Druyts on a remix version of her song "Glamorous" which featured lead vocals by Bennett. Released as the second single from Druyts's third studio-album Everything and More (2007), it reached number two on the Ultratop 50 of the Flemish region of Belgium and launched the six-part Natalia Meets En Vogue feat. Shaggy concert series at the Antwerps Sportpaleis in January 2008.
2008–2015: Robinson's return and lawsuits
On June 24, 2008, the original lineup of En Vogue appeared on the BET Awards, where they performed a medley with Alicia Keys, SWV and TLC as a tribute to girl groups of the 1990s. Complimented by the media, who declared their performance one of the evening's highlights, and with people buzzing about the industry return of the original band, the quartet talked about being united on a permanent basis. In August, after performing during selected spot dates, the original members announced their reformation for their 20th Anniversary World Tour which coincided with the release of their debut album Born to Sing (1990) and led them to tour North America, Europe and Japan. In 2009, En Vogue along with singers Beyoncé, John Legend, and Ne-Yo, performed at the Essence Music Festival, held at the Louisiana Superdome in New Orleans.
Again, new material with Robinson failed to materialize, and in 2010, Herron, Ellis, and Jones signed with René Moore's Rufftown Records in a deal that was to include two albums and touring. While the trio finished several songs for a new album, including promotional single "I'll Cry Later" which was sent to select urban adult contemporary radio stations on September 26, 2011, the comeback stalled and Jones left the band once more. In August 2012, Jones and Robinson announced that they would potentially record a group album together under the name Heirs to the Throne. While Herron and Ellis continued to tour as En Vogue along with a rejoined Bennett,
Jones and Robinson added singer Shaunté Usual to their lineup. However, in 2013, Robinson chose not to begin a new group with her former band member and instead joined the cast of the TV One reality show R&B Divas: Los Angeles. Meanwhile, Jones began touring with singers Alison Carney and Maria Freeman as her new lineup of En Vogue, titled En Vogue to the Max. Jones later lost the right to use the En Vogue name after Herron and Ellis had filed suit against her for unauthorized use of the name, and a judge ruled that Herron and Ellis, as holders of the group's LLC, had exclusive rights to the group's name. Jones went solo and began recording her own original material, releasing her debut single ‘Didn’t I’ and a new ballad version of the En Vogue hit ‘Don’t Let Go (Love)’ with Australian singer Greg Gould.
In July 2014, Bennett, Ellis, and Herron signed a new contract with Pyramid Records and began work on the album Electric Café with mentors Denzil Foster and Thomas McElroy. In November, the trio appeared on the Lifetime holiday film An En Vogue Christmas in which they played fictional versions of themselves, reuniting to perform a benefit concert to save the nightclub where they got their start. The original movie featured En Vogue's hit singles as well as two new tracks and a rendition of "O Holy Night", later released digitally through En Vogue Records. In February 2015, Rufftown sued Ellis and Herron for over US $300 million, claiming the duo violated an exclusive recording contract by signing with Pyramid, alleging breach of contract, negligence, interference and fraud. Settled out of court, it resulted in the release of the extended play Rufftown Presents En Vogue in April 2015, which contained four songs recorded during their time with Rufftown, including "I'll Cry Later".
2016–present: Electric Café and touring
In 2016, En Vogue released "Deja Vu," the first promotional single from Electric Café, through their own label En Vogue Records after signing with Entertainment One Music. The following year, they embarked on the For the Love of Music Tour. The European tour launched on April 6, 2017 in Dublin, Ireland and concluded in Bremen, Germany on April 25. Also in 2017, the trio released three further singles from their forthcoming effort, including buzz singles "I'm Good" and "Have a Seat" featuring Snoop Dogg as well as Ne-Yo-penned lead single "Rocket", the latter of which became their first top 10 hit on Billboards Adult R&B Songs chart in over 20 years.
In April 2018, En Vogue began the second leg of their European Tour in support of their seventh full-length studio album Electric Café. The same month, the album, their first studio project in 14 years, was released. A blend of neo soul, pop, and contemporary R&B with electronic dance music, the trio worked with Raphael Saadiq, Dem Jointz, Curtis "Sauce" Wilson as well as regular contributors Foster & McElroy on most of the album. Electric Café received mixed reviews from critics, many of whom praised the band for their vocal performances but found the material too generic and uneven. In the United States, the album debuted at number 14 on Billboards Independent Albums and reached the Top Album Sales chart. A second and final single from the album, "Reach 4 Me" became a top 20 hit on US Adult R&B Songs Chart in August 2018.
In July 2019, the group performed on the song "I Got You (Always and Forever)" alongside Chance the Rapper, Kierra Sheard, and Ari Lennox on the rapper's album The Big Day. In October 2019, original members Robinson and Jones reunited with Ellis, Herron, and Bennett for an on-stage performance to salute music industry executive Sylvia Rhone at the City of Hope Gala 2019, marking the first time all five members performed together. Plans to reunite permanently for another concert tour in support of their 30th anniversary in 2020, failed to materialize when the four original members could not agree on whether Bennett should once again step down as a non-original member.
In 2021, the group made a cameo in the romantic comedy sequel Coming 2 America alongside Salt-N-Pepa.
In 2022, En Vogue competed in season seven of The Masked Singer as the "Queen Cobras" of Team Bad. The trio narrowly missed out on a spot in the finale of the singing competition as they were eliminated on the week of May 4 alongside Shaggy as "Space Bunny" of Team Cuddly. The same year, the band embarked on the Mixtape Tour alongside New Kids on the Block, Salt-N-Pepa, and Rick Astley.
In 2023, En Vogue performed as the headlining pop group for the 2023 Boston Pops Orchestra Fireworks Spectacular on July 4, 2023.
Members
Current members
Terry Ellis (1989–present)
Cindy Herron (1989–present)
Rhona Bennett (2003–2005; 2006–2008; 2012–present)
Former members
Maxine Jones (1989–2001; 2004–2012)
Dawn Robinson (1989–1997; 2005; 2008–2011)
Amanda Cole (2001–2003)
Timeline
Awards and nominations
Discography
Studio albums
Born to Sing (1990)
Funky Divas (1992)
EV3 (1997)
Masterpiece Theatre (2000)
The Gift of Christmas (2002)
Soul Flower (2004)
Electric Café (2018)
Tours
Headlining
Born to Sing Tour (1991)
EV3 Tour (1997)
Masterpiece Theatre Tour (2000)
En Vogue Live! (2005)
En Vogue: 20th Anniversary Tour (2009–2011)
For the Love of Music (2017)
Co-headlining
Funky Divas/Never Let Me Go Tour (1993) (with Luther Vandross)
Mixtape Tour (2022) (with New Kids on the Block, Rick Astley, and Salt-N-Pepa)
Filmography
Film
Television
See also
List of best-selling girl groups
References
External links
African-American girl groups
American contemporary R&B musical groups
American pop music groups
American soul musical groups
Atlantic Records artists
Musical groups established in 1989
Musical groups from Oakland, California
American pop girl groups
1989 establishments in California
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https://en.wikipedia.org/wiki/Age%20of%20Apocalypse
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Age of Apocalypse
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"Age of Apocalypse" is a 1995 comic book crossover storyline mostly published in the X-Men franchise of books by Marvel Comics. The Age of Apocalypse briefly replaced the universe of Earth-616 and had ramifications in the main Marvel Comics universe when the original timeline was restored. It was later retconned as having occurred in the alternate universe of Earth-295.
During the entirety of the Age of Apocalypse event the regularly published X-Men comics were replaced by new X-Men related mini series, focusing on various teams and individuals in the Age of Apocalypse world including X-Calibre, Gambit and the X-Ternals, Generation Next, Astonishing X-Men, Amazing X-Men, Weapon X, Factor X, X-Man and X-Universe. The event was bookended by two one shots, X-Men Alpha and X-Men Omega.
The storyline starts with Legion (David Haller), a psychotic mutant who traveled back in time to kill Magneto before he can commit various crimes against humanity. Legion accidentally kills Professor Charles Xavier, his father, leading to a major change in the timeline. The death of Professor Xavier leads Apocalypse to attack 10 years sooner than he did in the original timeline, taking control of Earth and altering everything that happened from that point forward. Apocalypse is opposed by several factions of mutant resistance, including a group led by Magneto. The group manages to send the mutant Bishop back in time to prevent the murder of Professor Xavier, undoing the entire timeline.
In 2005, Marvel published an Age of Apocalypse one-shot and miniseries to celebrate the 10th anniversary of the fan favorite event. The book looks at what happened after the end of the original story, revealing that the timeline became in fact an alternate earth, designated "Earth-295". The "Dark Angel Saga" in 2011 revisited the alternate reality once more, leading to an Age of Apocalypse ongoing series launched in 2012 that ran for 14 issues. The world was also featured as part of Marvel's 2015 Secret Wars.
Storyline
Legion (David Haller), a psychotic mutant on Earth and son of Professor Charles Xavier, travels back in time with the intention of killing Magneto (Erik Lehnsherr). However, Legion travels to a time when Magneto and Xavier are still friends while in Israel. As Xavier dies trying to protect Magneto, Legion vanishes, and a new timeline is created. The only person aware of how history has changed is Lucas Bishop, a time traveling mutant who followed Legion.
Because of Xavier's sacrifice, Magneto comes to believe in his late friend's dream of a peaceful coexistence between humans and mutants. Apocalypse (En Sabah Nur), an immortal mutant villain, was monitoring the fight. He chooses this moment as the perfect time to begin his world conquest, which did not happen in the mainstream Marvel universe for another ten years.
Magneto assembles the X-Men just as Apocalypse begins his war. Despite the X-Men's resistance, Apocalypse conquers all of North America and eventually mutants are considered the ruling class. Apocalypse initiates a genocidal campaign called "cullings," killing millions of humans. To further ensure that no one is left to challenge him or undo the circumstances that led to his reign, he has everyone with telepathic or chronal abilities hunted down. Meanwhile, the changes in the timeline result in a destructive crystallization wave created by the M'Kraan Crystal.
X-Men: Alpha
X-Men: Alpha was published in January 1995 and launched the "Age of Apocalypse" crossover story. It briefly shows readers how many popular X-Men characters have changed in this new world. Bishop is reunited with Magneto while retaining fragmented memories of the true timeline. Magneto assigns his X-Men and their allies various missions. Some are to gather the forces needed to change history while others will continue resisting Apocalypse. The story continues in eight interlocking miniseries, each focusing on a different team of X-Men or other mutant forces. Each miniseries temporarily replaced one of the monthly X-Men titles being published at the time.
X-Calibre
X-Calibre is a team built around Nightcrawler (Kurt Wagner), who is sent by Magneto to locate Destiny (Irene Adler), a mutant capable of seeing into the future, so that she can verify Bishop's story. Nightcrawler must travel to Avalon, a secret refuge where mutants and humans live together in peace. Along his journey, he encounters John Proudstar (Thunderbird), the monk Cain, the pirate Callisto, and his mother Mystique (Raven Darkholme). The chief antagonists for Nightcrawler's journey consist of the Pale Riders, a trio of Apocalypse's servants made up of Moonstar (Danielle Moonstar), Damask (Emma Steed), Dead Man Wade (Wade Wilson) and the Shadow King (Amahl Farouk). Nightcrawler's team consists of Mystique, Switchback, and later Damask, who joins Nightcrawler after realizing the beauty Avalon has to offer. The X-Calibre series gets its name from an in-joke between Nightcrawler and his mother, Mystique, because of the caliber of bullets she uses, simply stamped with an X. This title replaced Excalibur.
Gambit and the X-Ternals
Gambit (Remy LeBeau)'s X-Ternals consist of Sunspot (Roberto de Costa), Jubilee (Jubilation Lee), Strong Guy (Guido Carosella) and Lila Cheney. They are sent deep into space using Lila's teleportation in order to retrieve a shard of the M'Kraan Crystal, essential to the verification of Bishop's alternate reality. The X-Ternals are pursued by Rictor, a henchman of Apocalypse desperate to earn his master's praise by killing Gambit. Upon reaching Shi'ar space, the X-ternals fight the Imperial Guard in order to retrieve the crystal shard. Upon their return to Earth, Strong Guy betrays the team, not only stealing the M'Kraan Crystal, but also kidnapping Magneto's son, Charles. This title replaced X-Force.
Generation Next
Generation Next consists of a young group of mutant students trained by the husband and wife team of Colossus (Piotr "Peter" Rasputin) and Shadowcat (Katherine Pryde-Rasputin). They consist of Chamber (Jonothan "Jono" Starsmore), Husk (Paige Guthrie), Mondo, Vincente Cimetta, and Skin (Angelo Espinoza). They are sent by Magneto into the Seattle Core to rescue Colossus' sister, Illyana Rasputin, who is the last surviving transdimensional teleporter. Illyana Rasputin is a slave of the Sugar Man, one of Apocalypse's prefects and ruler of the Seattle Core. Mondo finds Illyana Rasputin and hides her inside of his body, intending to smuggle her out at shift change. When Mondo is found out, the ensuing fight finds the Sugar Man killing Mondo with a blast from his tongue, exposing the rest of Generation Next. While fighting a near hopeless battle, Generation Next is left for dead by Colossus, who sacrifices them in order to save his sister. This title replaced Generation X.
Astonishing X-Men
The Astonishing X-Men are led by Rogue (Anna Marie Lehnsherr, Magneto's wife) and consist of Sabretooth (Victor Creed), Blink (Clarice Ferguson), Wild Child (Kyle Gibney), Morph (Kevin Sydney) and Sunfire (Shiro Yoshida). They are sent by Magneto to stop the cullings, which are being undertaken by Holocaust, Apocalypse's son and one of his horsemen. While helping with the evacuation and protection of humans, Sabretooth asks Blink to teleport him to Holocaust's location, which she reluctantly does. Sabretooth and Holocaust fight a vicious duel but Sabretooth is defeated and seemingly killed, horrifying Blink. (Sabretooth had rescued Blink from Mr. Sinister and she had come to see him as her dearest friend and mentor.) The team then fights Holocaust and his Infinites, destroying his factory. However, Holocaust manages to escape and the team returns to Xavier's mansion, where Rogue learns that both her son and her husband have been captured. Sabretooth is revealed by Iceman to have survived the battle, to Blink's delight. This title replaced The Uncanny X-Men.
Amazing X-Men
The Amazing X-Men consist of team leader Quicksilver (Pietro Lehnsherr) and Storm (Ororo Munroe), Dazzler (Alison Blaire), Banshee (Sean Cassidy), Iceman (Robert "Bobby" Drake), and Exodus (Paris Bennet). The team is sent to Maine by Magneto to aid in the evacuation of humanity to Europe. During this mission, the team fights Apocalypse's Brotherhood of Chaos, as well as the Horseman Abyss, who is defeated (but not killed) by Quicksilver. During their absence from the Xavier Mansion, Magneto and Bishop are attacked by Apocalypse himself, who captures them both. Fulfilling their mission, Quicksilver splits up his team to help the other X-Men: sending Iceman to rendezvous with Rogue's team (the Astonishing X-Men) and Dazzler and Exodus to find Magneto's son, Charles. Finally, Quicksilver, Storm, and Banshee go to rescue Bishop, who is in the hands of the Madri, Apocalypse's priests. This title replaced X-Men.
Weapon X
Weapon X (Logan) and his lover Jean Grey are depicted in this series carrying out missions for the Human High Council. Jean and Weapon X drift apart, as the Human High Council intends to launch a nuclear strike on the U.S. as Jean is appalled by the loss of life it would cause. After Weapon X concludes a battle with Donald Pierce, Jean leaves to help evacuate the U.S., bidding a tearful farewell to Logan. Weapon X is then sent to recruit Gateway, whose teleportation ability is necessary to bring the fleet to America. As the fleet leaves, Weapon X decides to join them, if only to find Jean somewhere in America before the bombs are dropped. This title temporarily replaced Wolverine.
Factor X
Factor X consists of the Elite Mutant Force (EMF), who serve Apocalypse. They are split into five sibling groups: Cyclops and Havok (Scott Summers and Alex Summers), Emplate and the Twins (Marius, Nicole, and Claudette St. Croix), Cannonball and Amazon (Sam and Elizabeth Guthrie), the Bedlam Brothers (Jesse and Terrence Aaronson), and Aurora and Northstar (Jean-Marie and Jean-Paul Beaubier). The EMF is tasked with maintaining control of Apocalypse's breeding pens, where people are imprisoned, tortured, and experimented on by the Beast, also a member of the EMF. Havok, jealous of his brother's leadership role, discovers that Cyclops is a traitor who has been helping people escape the pens; and in one such escape attempt, both Aurora and Northstar are seriously injured. Havok then exposes Cyclops and attempts to kill him, but Cyclops escapes with the aid of Jean Grey, who has arrived to evacuate as many people as she can before the Human High Council's nuclear strike. The Bedlam Brothers also choose to side with Cyclops, and they successfully defeat both Amazon and Cannonball. Cyclops and Jean defeat Havok, and as they lead the freed prisoners out of the pens, Havok is determined to kill his brother. This title replaced X-Factor.
X-Man
The protagonist of X-Man is Nate Grey, a mutant born of Cyclops' and Jean Grey's DNA, and the most powerful telekinetic in the world. He lives under the guidance of his father figure Forge, who leads a group of outcasts consisting of Mastermind, Toad, Brute, and Sauron, who attack trains and factories of Apocalypse while masquerading as a theatre troupe. This title replaced Cable.
Characters and affiliations
Mutant heroes
The only then-existing major mutant character missing in the original Age of Apocalypse is Psylocke. When the "Age of Apocalypse" storyline was revisited a decade later, she appeared in X-Men: Age of Apocalypse #4 in Asian form. Her origin remains unknown. There has been no explanation of what she was doing during the original Age of Apocalypse, other than the fact that she had some kind of past connection with Weapon X.
Other anti-Apocalypse forces
Besides the X-Men and its many offshoots, the Human High Council remains as the only other power opposing Apocalypse. Unlike the X-Men, however, the Human High Council considers the extermination of mutants as a viable option. Bolivar and Moira Trask, as well as Brian Braddock, are the major proponents for a mutant holocaust. Secretly, the Human High Council supports the Human Underground Resistance.
X-Universe also reveals the fate of several other individuals. Peter Parker was executed because he was a potential contact for Gwen Stacy. T'Challa and Namor perished when Wakanda and Atlantis were attacked by Apocalypse. Frank Castle went missing following a mutant raid on a Buddhist temple where he had sought peace after the death of his family. Reed Richards and Johnny Storm sacrificed themselves in the evacuation of Manhattan Island.
Apocalypse's agents
Neutrals
Timeline escapees
Some characters escaped the Age of Apocalypse into the Earth-616 continuity. These include Dark Beast, Nate Grey (the Age of Apocalypse version of Cable), Holocaust and Sugar Man.
Nate Grey allied himself with the X-Men a few times and once with Spider-Man. He later "died" by disseminating into every life form on the Earth, but has since returned to the living and is now residing in San Francisco and is part of the New Mutants roster.
Blink escaped into the multiverse and ended up leading the reality-hopping team of heroes known as the Exiles. Her counterpart on Earth-616 was thought to have died during the "Phalanx Covenant" storyline, but brought back from the dead by Selene during the "Necrosha" event.
Prophet was taken at Jean Grey's request to the Earth-616 at the end of the crossover that would close the Age of Apocalypse timeline from the timestream.
Former timeline escapees
Holocaust remained at large in the main Marvel Universe until he joined the Exiles and was killed by another universe's evil version of Hyperion.
Sabretooth survived through the same means as Blink and joined a team of reality-hopping super beings known as Weapon X. During one mission, he opted to stay behind on to raise David Richards. Eventually, he was brought back into action and joined the Exiles. He has since returned to the Age of Apocalypse.
Hatchet-9, the only surviving Mecha-Mutate officer of Assault-Regiment Delta, a regiment of traitor humans who traded limbs and more for the power and privilege of serving the High Lord Apocalypse.
Rastus, a heavily two-headed mutated creation of Sugar Man and one of many wardens of Seattles' Core, was also revealed to have escaped to Earth-616. He joined Sugar Man and lived in the catacombs underneath the island nation of Genosha until he was accidentally discovered by the Dark Beast. He was eventually killed by Callisto.
Wild Child left this timeline when a time-traveler, Quentin Quire, saved him from the Friends of Humanity and then used Wild Child to replace the latter's counterpart, who had recently died. Wild Child was later returned to the Age of Apocalypse and subsequently killed in battle.
Nightcrawler decided to stay on Earth-616 after the events of the Dark Angel Saga. He joined the X-Force team so he could search for Iceman, Blob, Dark Beast and Sugar Man. He then tracked and killed his former teammates Iceman and Blob. During the X-Termination crossover, Nightcrawler apparently gave his own life to close the Age of Apocalypse timeline from the Timestream.
Blob left the Age of Apocalypse due to the events put in motion by Archangel. He later joined Daken's Brotherhood with the apparent goal of exacting revenge on X-Force. He was killed by the AoA Nightcrawler who teleported a shark inside Blob's body.
Iceman was revealed to have defected from the X-Men and was working for Weapon Omega. He also left the Age of Apocalypse through the same means as Blob and was tracked down by Wolverine, Deadpool, and the AoA Nightcrawler. During the fight, Nightcrawler teleported to a factory and fought Iceman, defeating him without either man using their powers. Once Iceman was defeated, Nightcrawler threw his body into an incinerator.
Beast was sent twenty years into Earth-616's past. This allowed for several retcons which were used to explain that he (now known as Dark Beast) was responsible for the creation of the Morlocks and also why Mister Sinister initiated the "Mutant Massacre", as he recognized his stolen handiwork and ordered it exterminated as a debasement of his art. He later came under the employment of Norman Osborn's Dark X-Men, with the responsibility of keeping his counterpart and Charles Xavier captive while Osborn carried out his plan. He then returned to the Age of Apocalypse timeline and helped Weapon Omega on his quest to control America, but at the end Weapon Omega was defeated and Dark Beast was taken back to Earth-616. He was thought to be deceased, after apparently dying in a bomb explosion after progressively suffering from fatal health problems due to his own further experimentations on himself. During the 2017 Secret Empire storyline, Dark Beast turns up alive and healthy but is eventually killed by Magik.
Sugar Man was also sent twenty years into Earth-616's past, and it was through him the Genegineer received the advanced genetic research to allow the small nation of Genosha to become powerful by enslaving mutants. He remained at large in the main Marvel Universe and only a few knew about his existence. Sugar Man returned to the Age of Apocalypse timeline after being released from Steve Rogers' custody by Dark Beast, and was believed to remain there at the end of the crossover that would close the Age of Apocalypse timeline. But it was revealed that he had returned to the main reality before the event and was thought to be deceased at the hands of Magneto, only to reappear alive and planning to send six hundred mutant embryos to the future. He was later killed by a mysterious assailant who was hunting down the former Age of Apocalypse residents.
Alternate versions
"What If... The Age of Apocalypse Had Not Ended?"
An alternate AoA reality was presented when Magneto, giving up on Bishop's mission in the final moments, rescued his family from the nuclear explosions alongside some of his allies. Magneto, Rogue, Sunfire, Quicksilver, and Weapon X found themselves working with the last remaining human heroes (including Tony Stark, Invisible Woman and Gwen Stacy, the latter of which formed a romance with Quicksilver) to deal with a new threat: the Coming of Galactus.
As there was no Fantastic Four, it fell to the survivors to work against Galactus and his herald, the Silver Surfer. As the heroes sprung into action, Night-Thrasher ended up using advanced technology to empower himself with amazing psychic powers. Together, they were able to do the impossible and claim victory. After Weapon X used his adamantium claws to slay the Silver Surfer, the collective psychic potential of humanity was focused against Galactus, eventually killing him.
Prequels
Before the tenth anniversary, the Age of Apocalypse was considered a dead reality that no longer existed—a fact that was frequently mentioned by timeline escapees, such as Sugar Man and Blink. However, there were quite a few prequels written that took place before its destruction.
By the Light told the story of Blink transporting the X-Men to the moon where they faced Apocalypse's new horseman of Death, Maximus the Mad. Sinister Bloodlines followed the return of a Brood-infected Christopher Summers (Corsair) to Earth and his reunion, after escaping the experimentations of Sinister and Dark Beast, with Scott and Alex.
Blink was a four issue miniseries intended to reintroduce the Age of Apocalypse version of Blink as a teaser to the Exiles ongoing series. This story takes place prior to the "Age of Apocalypse" main events, but is largely set in the Negative Zone. Blink becomes lost in the Negative Zone after attempting to incite Blastaar towards war with Apocalypse and instead joins a rebellion against Blastaar alongside her lover, who turns out to be a de-evolved version of Annihilus. The last four pages of the final issue show Blink during the destruction of the Age of Apocalypse and becoming unhinged from time.
X-Man, during its run, occasionally re-visited the Age of Apocalypse, both through time travel and flashbacks. X-Man #-1 shows Mr. Sinister releasing Nate from his growth vat as a child to check on his progress. In the 1996 X-Man Annual, Sugar Man uses a variation on a time machine powered by Nate's psionic force to return to the early years of Apocalypse's rule where he hopes to take control himself. Nate follows and meets up with Forge, Magneto, Morph, and Mastermind, and is surprised to discover that Forge knew that he would be there because an older Nate Grey had time traveled and told Forge about his memories of this event. On the orders of this older Nate Grey, Forge forces the younger Nate to re-power the machine and return himself and Sugar Man to Earth-616. This leads to a rift between Forge and Magneto, who believed they should have allowed Nate to stay so that he could help them fight Apocalypse. Later, in X-Man #53 and #54, Nate, Jean Grey, and Cyclops run across a temporal rift that brings an infinite processing plant to Earth-616.
Age of Apocalypse 10th Anniversary
In 2005, Marvel published an Age of Apocalypse one-shot and miniseries to celebrate the 10th anniversary of the fan favorite event.
The one-shot features stories set before the events depicted in the original "Age of Apocalypse" event, similar in focus to the Tales from the Age of Apocalypse issues. The one-shot contains the story of how Colossus and Shadowcat left the X-Men to train Generation Next; how Sabretooth met Wild Child; the first appearance of the Silver Samurai; and how the world survived the Human High Council's nuclear attack.
The limited series, which takes place after the nuclear attack in X-Men: Omega, introduced several characters who were not in the original storyline. Long time characters Cloak and Dagger, Psylocke, and the Morlocks (including Feral, Leech, Marrow, Skids, and Thornn), who were survivors of Mr. Sinister's experiments, are introduced. Newer characters Beak, Icarus, and X-23 are seen along with an alternate version of Xorn. Jean Grey is also revealed to have saved everyone from the nuclear attack by tapping into the Phoenix Force-level powers, and is revived from death by Sinister.
Dark Angel Saga
In 2011, the Age of Apocalypse was featured in a storyline in the ongoing series Uncanny X-Force 11–18 by Rick Remender.
Seeking a Celestial 'Life Seed' in order to save Angel (Warren Worthington) from becoming the new Apocalypse, The Uncanny X-Force, under the guidance of Dark Beast, journey to the Age of Apocalypse. X-Force arrives ten years after the X-Men had defeated Mister Sinister, yet it seems the X-Men still face enormous challenges in this harsh setting. The world, which during the previous appearance had seemed to be on the road to recovery, has once again fallen on hard times, similar to when Apocalypse was ruling, with Sentinels now roaming the streets. As they follow Dark Beast to one of his labs, they are unknowingly followed by Wildchild and Sabretooth (Earth-295). Dark Beast finds the life seed but before he could hand it over to the X-Force members, Nightcrawler teleports in and swipes the seed away, figuring that Dark Beast was up to some evil plot after decades of absence. After a brief quarrel which ended with the life seed destroyed by Sunfire, Psylocke recognizes Sabretooth from her time on the Exiles and convinces Wolverine (Earth-616) that this version of Sabretooth isn't a bad guy, which ends their battle. With the life seed destroyed, Dark Beast sneaks over to the portal back to the 616 Marvel Universe and walks in, leaving X-Force stranded in the Age of Apocalypse world. Nightcrawler's team, realizing that the sentinels are descending on their position, evacuates along with X-Force, taking them to the X-Men's new base in Atlantis.
It was soon revealed that a new "Heir of Apocalypse" has risen and that's the reason why the world as fallen once again into a Dark Age that resulted on the apparent extinction of the human race. Using a version of M.O.D.O.K., they discover the body of the slain Celestial which apparently still contains life seeds. However, as X-Force also learn that the only way to return to the main reality is to seek the help of Gateway who in turn is kept prisoner in the mysterious floating city known as The Sky, the Sentinels soon arrives at Atlantis forcing the group to abandon the complex. As Fantomex leads a small team to the place where the Celestial is, the rest of the team invades The Sky to retrieve Gateway, however they are confronted by the Black Legion, a group of psychotic and merciless killers under the service of the Heir of Apocalypse, consisting of Blob, Manphibian, Demon-Ock (a demonic creature with mechanical tentacles), Beta-Red (a female counterpart of Omega Red), Grimm Chamber (a Thing/Chamber hybrid), Iron Ghost (a Ghost Rider/Iron Man hybrid), Orange Hulk (a solar-powered Hulk), White Cloak (a Cloak/Dagger hybrid), Zombie Sentry (an undead version of Sentry) and Venomcap (Captain America bonded with a symbiote). During the fight, X-Force and the Earth-295 X-Men run into the long thought deceased Weapon X (Logan/Wolverine Earth-295). He appears using Apocalypse armor and reveals himself to be the Heir of Apocalypse.
Meanwhile, unaware of the problems Wolverine and his team are facing in the fortress, Fantomex and his small crew dive into the heart of the deceased Celestial in order to get the life seed they need to free Warren. After battling some drones, they manage to find only one seed and flee with it, losing Gambit in the battle, while, back in the fortress, Wolverine and his crew try to battle Weapon X and the Black Legion. However, Weapon X proves too powerful, since he had been augmented by the Celestial technology, when the cosmic entities came to judge planet Earth, and while he had ascended in form and power, his mind had become so twisted to the point of creating genetic-powerful warriors to kill Charles Lehnsherr, the infant son of Magneto and Rogue. Weapon X easily manages to swat them all and take Jean Grey so he could transform her into Death, a horseman of Apocalypse. To perform the ritual he approaches Storm who was enslaved and transform into a blind seer made of living stone. After taking out the Black Legion and freeing Gateway, Wolverine ask Gateway to open a portal to bring forth Fantomex team. Using Fantomex, they manage to free Jean and open a gateway to their world. Wolverine wants Jean to come too but she refuses and forces them through the gateway with her powers. As X-Force returns to their world, they are greeted by Dark Beast, the Horsemen of Apocalypse, and Archangel, now wearing Apocalypse's armor.
After a long fight, Fantomex retreats and gets Gateway to teleport the AOA X-Men to help X-Force, together they defeat Archangel, the AoA X-Men decide to go back to their timeline while Nightcrawler decides to stay in this timeline and vows to kill, Dark Beast, Iceman, Sugar Man, and any other villain that escaped the AOA timeline to this one.
Age of Apocalypse ongoing series
Publishing history
In the Marvel Point One one-shot, a new team of anti-mutant humans calling themselves the X-Terminated, pledged to combat the rule of the ascended Weapon X and his minions, after X-Force's attempt to stop the genocidal successor of Apocalypse. The group consisted of remaining members of the human race in the Age of Apocalypse who have been pushed to the edge of extinction by mutants. Members of that team were Prophet (William Stryker), Goodnight (a rebuilt Donald Pierce), Deadeye (Zora Risman), Fiend (Francesca Trask), and Horror Show (Graydon Creed).
Plot summary
As Jean Grey and Sabretooth returned from Earth-616, they meet the human coalition. It is also revealed that Jean had ordered much to Magneto's horror, the creation of clones of the Scarlet Witch, so they could use the spell Jean saw previously on Wolverine's mind that de-powered 99% of mutantkind. However Weapon X and his Black Legion attack the last human city where Weapon X himself slays both Magneto and Rogue, leaving Jean Grey and Sabretooth the last two X-Men alive (Sunfire had given his life to stop Archangel's plans on Earth-616, and Nightcrawler decided to stay on that reality to hunt down Dark Beast, Blob, Iceman and Sugar Man). Jean telepathically nudges clones of the Scarlet Witch to recreate the Decimation and remove all mutants' powers across the globe. However, this was only successful within a radius of 12 feet, so Jean Grey and Sabretooth are both left de-powered while Weapon X and his forces remained powered. The human coalition distracts Weapon X with a bomb long enough for the group to escape as the city explodes behind them.
As the human coalition (X-Terminated Team, now including Jean Grey) continues to fight the forces of Weapon X, now renamed Weapon Omega, they find Harper Simmons, a human journalist from Earth-616 who was forced to come to the Age of Apocalypse while investigating the prison break of Sugar Man by Dark Beast on Earth-616. He creates a pamphlet that incites human and mutant riots against Weapon Omega, who is now bringing back deceased mutants like Emplate, Scott Summers and Alex Summers using energies siphoned from the celestial life seed. Harper Simons joins with the X-Terminated. Others who work with the X-Terminated are Doctor Moreau and Bolivar Trask.
After discovering the resurrected Penance, he ordered his servants Azazel, Cyclops and Colossus to bring her into the fold. She initially refused and undid Colossus' brainwashing causing him to abandon Weapon Omega and serve Penance. A fight broke out but Azazel agreed to leave. He returned with Weapon Omega who demanded that Penance kneel before him which she did. Unbeknownst to Weapon Omega however Penance was also making deals with the Human Resistance.
It has since been revealed that when the Celestials had come to Earth, they tried to resurrect Apocalypse by rewrite his genetic code to form a new body. After a small team of X-Men went investigate the ship they discovered that Apocalypse was already in the form of a child which Weapon X effectively kills despite Jean's pleas. With the death of the child, Weapon X took on the role of the Evolutionary Caretaker in an effort to spare his world from the Celestials wrath. Thus, he restarted the campaigns of extermination perpetrated by Apocalypse against the human race after being corrupted by the Seed.
The X-Terminated later travel to Latveria so they could get the information they need to defeat Weapon Omega, as Doom had apparently managed to create a device capable of storing the Death Seed's powers which they aptly referred to as the "Apocalypse Force" from its host body and empowering it within a new user, however they are approached by the Queen, actually Doom's wife and former member of the Human High Council, Emma Frost, who had her telepathic powers returned to her and was now in league with Weapon Omega. The X-Terminated eventually gained the information they needed by killing Doom and removed the intel literally from his head.
With the information they gained, the X-Terminated build the device, however, Weapon Omega after being alerted that Jean Grey was hiding out in the city, resolved to hunt his wife down himself, and vowed that if her humanity could not be cured, he would kill her himself. Jean Grey was ultimately responsible for removing the power of the Death Seed within her former lover and were absorbed by Jean as the next host. Thanks to her history with the Phoenix Force, though, Jean was strong enough to reject the power of the Death Seed and displaced it. After everything died down, Weapon Omega emerged from the rubble as Logan once again, his mind now clear of the corrupting force of the Death Seed. Unknown to him or Jean, however, the energies of the seed had in fact been contained by Bolivar Trask in a giant machine under the Nevada Desert.
"X-Termination"
In March 2013, the X-Treme X-Men, Age of Apocalypse, and Astonishing X-Men titles were part of the "X-Termination" crossover event, which focused on the AoA Nightcrawler's trip home. Age of Apocalypse #14, the final issue of the series, will be Part 3 of the event.
Following the completion of his quest, Nightcrawler decided it was time to return home. Even though this world was in a much better state, he still missed his own and he wanted to return to fight Weapon Omega. After managing to avoid Wolverine, who was hunting him down, Nightcrawler eventually tracked down another exile from his world: Dark Beast, however, unbeknownst to them, due to the dimension-hopping activities of various superheroes and villains, the walls in the netherspace have become weak and began to crack.
The rift first became known on Earth-TRN262 in the head of the Sphinx. Lord Xavier, the Witch King, Nazi Xavier, and Xavier Head began sacrificing civilians to an interdimensional rift to gain power. The X-treme X-Men, who had been trying to stop this from happening by killing ten evil Xaviers across various realities before they could use their powers to trigger the event, were able to rescue their Xavier and narrowly defeated Lord Xavier and Nazi Xavier. Unfortunately, the X-treme X-Men did not act quickly enough to save that world, and were forced to make an interdimensional jump, leaving that reality and all its citizens being consumed by the vortex. Unbeknownst to them, an army of monsters were waiting on the other side of the portal.
Using a pair of modified goggles, which Dark Beast explains will allow them to enter the Dreaming Celestial safely in a bid to return home. Kurt teleports them inside, where McCoy attempts to open a portal to their home reality. However, before the portal stabilizes, the machine he was using begins to malfunction. Before he can fix it, the X-Men arrive and the two have to flee, with Nightcrawler teleporting them through the portal. However, once they arrive in their homeworld, the portal doesn't close behind them, which worries the Dark Beast. The situation is complicated first by Wolverine's team, which comes through the portal to take Kurt back to their reality, and then by Dazzler and her team of X-treme X-Men, who seem keen to close the portal. As Xavier of the X-treme X-Men uses his powers to try and close the portal three huge monsters emerge from it. Xavier tries to tell them they mean no harm but one of the monsters kills him and dissolves his body to absorb its energy. As it does so, it grows slightly bigger.
In response, Dazzler blasts one with her light beams, but it absorbs her energy and grows in size. After trying various methods of attack, the teams realize that the monsters are nearly invulnerable. Karma tries possessing one but it ends up possessing her. They find out that the monsters were trapped between dimensions by the Celestials and that the constant travelling between worlds has weakened the barriers and freed them. Karma is dying but Iceman freezes the monsters and saves Karma. As the teams regroup to try and figure out what to do, Sage picks up on some thought the monsters are projecting. She screams for someone to shut the portal down, but it's too late and one of the monsters walks through it to the 616 universe. As Howlett, Wolverine, Northstar and Hercules go after it, the second monster heads off into New Apocalypse, whilst the third starts to drain energy from the portal itself. Prophet says that they could use the power of Apocalypse to defeat them but Jean Grey isn't so keen. After some deliberation, the teams decide to split up with some staying on New Apocalypse and the other going to fight the creature through the portal. Sabretooth and Horror Show sacrifice themselves to provide a distraction whilst Kid Nightcrawler teleports a group of people through the portal. The remaining group in New Apocalypse heads off to formulate a plan of attack as the second monster tears through the city.
Northstar, Hercules, Howlett and Wolverine emerge in San Francisco of the 616 universe, where they find the monster draining the energy from the Dreaming Celestial's chest. In the Age of Apocalypse reality, Jean and her group travel to the Apocalypse power. Fiend radios through from New Apocalypse, where one of the monsters is attacking. After a short conversation, the radio goes silent and Jean realizes her friend is dead. They make their way through some caverns to the room the Apocalypse power is being kept in. Dark Beast slips away as the others look at the canister the power resides in. Jean has Kurt teleport them both away as she doesn't trust anyone else. In the 616 universe, Howlett and Wolverine try attacking the monster but it just continues attacking the Celestial. Northstar throws Hercules at it and the monster is finally ripped away from it. Wolverine and Howlett are severely injured, so Kid Nightcrawler starts to teleport them away as Hercules continues to fight the monster. The monster kills him before Kurt can get to him in time. The monster then advances on the Celestial again, which decides to leave. However, the monster uses a grappling hook to prevent it from doing so and, even though the rest of the team manages to separate the two, the monster begins to absorb the energy from the Celestial. The team can only watch as the monster kills the Dreaming Celestial and absorbs all of its energy, continuing to grow in size and power. In the AoA reality, Jean tells Kurt the plan is for her to use the Apocalypse power herself, as she managed to use the Phoenix Force and resist it. Before she can, though, Dark Beast snatches the canister off her just as one of the monsters finds them and attacks.
As Howlett mourns the death of Hercules, the monster in 616 becomes stronger, due to the Celestial it just destroyed. Northstar creates a vortex around it to stop it being empowered by more energy, whilst Prophet tries to figure out how to kill it. He finds out that billions more monsters are headed to where this one is and, if they don't destroy this one, the whole world is doomed. In New Apocalypse on the other side of the portal, Jean is being chased by another monster. Dazzler and her team slow it down and Kurt teleports Prophet and Howlett through the portal. They see Dark Beast trying to take the power of the Apocalypse seed for himself. Nightcrawler and Jean try to take the seed off him but he fights back. Another monster enters and grabs the seed but is hurt by its touch. Dark Beast grabs the seed again and runs off with Jean and Nightcrawler chasing him. Prophet realizes that the monster was hurt by the seed. Kid Nightcrawler tells Dazzler her world is in danger too and Prophet says they have to close the portal and sacrifice one world. Dazzler refuses to do that and comes up with a plan. Whilst the others chase down Jean and the seed, Dazzler and Cyclops head to the portal. They use their powers to try and draw the monster through but it doesn't go for it. Kid Nightcrawler finds them and decides he can do it. He teleports to the monster and then teleports it through the portal. The strain of doing it was too much for him, though, and he dies in Dazzler's arms. Nightcrawler, Prophet, Howlett and Dark Beast teleport in. Dark Beast won't let go of the seed, so Dazzler confronts him, beats him up and takes the seed. She then hands it over to Jean Grey, so they can have her use it on the three monsters at the same time.
Jean Grey has taken in the power of Apocalypse and has been transformed into an immensely powerful being. Though she still holds on to her personality, the death powers are already corrupting her. As the monsters feed off the energy from the portal, Jean engages them in combat, blasting them away and drawing their attention. Howlett mourns the death of Kid Nightcrawler, causing AoA Nightcrawler to face up to what he has done. Prophet tells him to stop pitying himself and says they need Sage and the Celestial black box from the other universe. Nightcrawler teleports through the portal and on his way he sees billions of other monsters descends upon the portal. In the 616 universe, Wolverine and Northstar are arguing about what to do. Sage manages to connect her mind to the black box and sees the origin of the monsters. The Celestials created life because they were lonely. They decided to create death as well, so they formed the monsters. However, the monsters turned against the Celestials who couldn't kill them so they separated the universe into the Multiverse and bond them in the walls that separated all realities. The constant traveling between universes weakened the walls and allowed the monsters to escape again. Suddenly, Nightcrawler appears and take Sage back with him. In New Apocalypse, Jean is fighting the monsters but more continue to come through the portal. Slowly, the death seed starts to take her over more and she begins to lose herself. As the carnage spreads, Sage and Nightcrawler appear and Sage tells Prophet she knows what to do. He already knows, though. The monsters need a prison and this universe is the best choice. Dazzler tries to tell him there must be another way but he says there isn't. They need to get everyone they can back to her world and then close off the portal. Nightcrawler says he can do both.
As Jean continues to fight the monsters in New Apocalypse, Prophet orders everyone to evacuate to the 616 reality. Dazzler objects to leaving, but Prophet tells her sacrificing the AoA reality is the only way. Nightcrawler begins to teleport everyone back, first taking Harper Simmons and then Sage. However, when he goes to take Iceman, the Dark Beast breaks free of his shackles and goes with them. He is quickly knocked out by Gambit on the other side, but not before jamming a nugget of the Apocalypse seed within Iceman to keep it safe. As Nightcrawler next takes Howlett and Cyclops, Dazzler begs Prophet to come with her but he refuses, saying a captain goes down with the ship. However, the decision is made for him when Jean Grey knocks him out and instructs Dazzler to take him back to her world. Jean goes off to continue her fight as Nightcrawler teleports Dazzler and Prophet away. In the 616 reality, Nightcrawler realizes that if he grabs onto the black swirls in the portal, he can teleport the opening back in on itself. Sage confirms he could close the portal and, before anyone can stop him, he goes. He manages to close it at the cost of his own life and separate the entirety of Earth-295 from the Multiverse. Afterwards, Howlett and Cyclops decide to travel to Greece to collect Hercules from the underworld. Wolverine offers Dazzler a job at the school but she declines, as she needs a bit of time to herself. A few weeks later, Harper meets Prophet on a beach, where they have a drink to remember their old team. Elsewhere, Dazzler creates a holographic image to make sure everyone remembers her fallen teammates.
What If
Synopsis for "What If... The Age of Apocalypse Had Not Ended?"
An alternate AoA reality was presented when Magneto, giving up on Bishop's mission in the final moments, rescued his family from the nuclear explosions alongside some of his allies. Magneto, Rogue, Sunfire, Quicksilver, and Weapon X found themselves working with the last remaining human heroes (including Tony Stark, Invisible Woman and Gwen Stacy, the latter of which formed a romance with Quicksilver) to deal with a new threat: the Coming of Galactus.
As there was no Fantastic Four, it fell to the survivors to work against Galactus and his herald, the Silver Surfer. As the heroes sprung into action, Night-Thrasher ended up using advanced technology to empower himself with amazing psychic powers. Together, they were able to do the impossible and claim victory. After Weapon X used his adamantium claws to slay the Silver Surfer, the collective psychic potential of humanity was focused against Galactus, eventually killing him.
Secret Wars (2015)
The Age of Apocalypse is featured as one of the many domains of Battleworld in Secret Wars. It has its differences from the only
original storyline, with two of the main ones being the inclusion of Cypher as a prominent character and Magneto marrying Marvel Girl aka Emma Frost instead of Rogue. The Age of Apocalypse's location on Battleworld is known as the Domain of Apocalypse, the most ruthless domain of all.
X-Men Disassembled
During a battle with Nate Grey, Legion tries to send him back to his universe, however, things don't go as Legion planned and instead he ended banishing not only X-Man, but Armor, Pixie, Glob, Rockslide and himself to the Age of Apocalypse universe that exists on Legion's mindscape.
Collected editions
In other media
The 2001 Game Boy Advance video game X-Men: Reign of Apocalypse is based loosely on the Age of Apocalypse storyline. In this version, the X-Men (consisting of Cyclops, Storm, Rogue, and Wolverine) accidentally travels to an alternate universe where Apocalypse has taken over the world and most of the X-Men have turned into his henchmen. It is later revealed that Apocalypse plans to travel to the regular timeline and take it over as well. In the end, the X-Men defeats Apocalypse and returns to their timeline.
X-Men Legends II: Rise of Apocalypse is heavily influenced by the Age of Apocalypse storyline, including several characters and concepts from the storyline.
Wolverine and the X-Men season 2's main storyline and setting was originally supposed to be the Age of Apocalypse, but the series was cancelled before production of the second season could begin.
In X-Men: The Animated Series, there is an episode, "ONE MAN'S WORTH" (1995) whose story line directly inspired the Age of Apocalypse event.
Marvel: Avengers Alliance featured a special operations titled Apocalypse based on the Age of Apocalypse storyline.
Marvel Future Fight features a level based on the Age of Apocalypse event. Features an alternate costume for Magneto, Wolverine, Apocalypse, Beast, Rogue and Cyclops based on his Age of Apocalation incarnations.
Marvel Ultimate Alliance 3: The Black Order features an alternate costume for Colossus based on his Age of Apocalypse incarnation.
References
External links
UncannyXmen.Net's look at the Age of Apocalypse
Age of Apocalypse summary
It Only Hurts When I Sing: The Age of Apocalypse Resource Center
Age of Apocalypse at Marvel Wikia
Comics by Fabian Nicieza
Comics by Mark Waid
Marvel Comics dimensions
Comics about multiple time paths
Comics about time travel
Dystopian comics
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https://en.wikipedia.org/wiki/Handley%20Page%20Victor
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Handley Page Victor
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The Handley Page Victor is a British jet-powered strategic bomber developed and produced by Handley Page during the Cold War. It was the third and final V bomber to be operated by the Royal Air Force (RAF), the other two being the Vickers Valiant and the Avro Vulcan. Entering service in 1958, the Victor was initially developed as part of the United Kingdom's airborne nuclear deterrent, but it was retired from the nuclear mission in 1968, following the discovery of fatigue cracks which had been exacerbated by the RAF's adoption of a low-altitude flight profile to avoid interception, and due to the pending introduction of the Royal Navy's submarine-launched Polaris missiles in 1969.
With the nuclear deterrent mission relinquished to the Royal Navy a large V-bomber fleet could not be justified. A number of Victors were modified for strategic reconnaissance, using a combination of radar, cameras, and other sensors. Prior to the introduction of Polaris, some had already been converted into tankers to replace Valiants; further conversions to tankers followed and some of these re-purposed Victors refuelled Vulcan bombers during the Black Buck raids of the Falklands War.
Remaining in the air refueling role, the Victor was the last of the V-bombers to be retired from service on 15 October 1993. In its refueling role the Victor was replaced by the Vickers VC10 and the Lockheed Tristar.
Development
Origins
The origin of the Victor and the other V bombers is heavily linked with the early British atomic weapons programme and nuclear deterrent policies that were developed in the aftermath of the Second World War. The atom bomb programme formally began with Air Staff Operational Requirement OR.1001 issued in August 1946, which anticipated a government decision in January 1947 to authorise research and development work on atomic weapons; the U.S. Atomic Energy Act of 1946 (McMahon Act) prohibited exporting atomic knowledge, even to countries that had collaborated on the Manhattan Project. OR.1001 envisaged a weapon not to exceed in length, in diameter, in weight, and suitable for release from to .
At the same time, the Air Ministry drew up requirements for bombers to replace the existing piston-engined heavy bombers such as the Avro Lancaster and the new Avro Lincoln which equipped RAF Bomber Command. In January 1947, the Ministry of Supply distributed Specification B.35/46 to aviation companies to satisfy Air Staff Operational Requirement OR.229 for "a medium range bomber landplane capable of carrying one bomb to a target from a base which may be anywhere in the world." A cruising speed of at heights between and was specified. The maximum weight when fully loaded ought not to exceed . The weapons load was to include a "Special gravity bomb" (i.e. a free-fall nuclear weapon), or over shorter ranges of conventional bombs. No defensive weapons were to be carried, the aircraft relying on its speed and altitude to avoid opposing fighters.
The similar OR.230 required a "long range bomber" with a radius of action at a height of , a cruise speed of , and a maximum weight of when fully loaded. Responses to OR.230 were received from Short Brothers, Bristol, and Handley Page; however, the Air Ministry recognised that developing an aircraft to meet these stringent requirements would have been technically demanding and so expensive that the resulting bomber could be purchased only in small numbers. As a result, realising that the majority of likely targets would not require such a long range, a less demanding specification for a medium-range bomber, Air Ministry Specification B.35/46 was issued. This demanded the ability to carry the same 10,000 lb bomb-load to a target away at a height of at a speed of .
HP.80
The design proposed by Handley Page in response to B.35/46 was given the internal designation of HP.80. To achieve the required performance, Handley Page's aerodynamicist Dr. Gustav Lachmann and his deputy, Godfrey Lee developed a crescent-shaped swept wing for the HP.80. Aviation author Bill Gunston described the Victor's compound-sweep crescent wing as having been "undoubtedly the most efficient high-subsonic wing on any drawing board in 1947". The sweep and chord of the wing decreased in three distinct steps from the root to the tip, to ensure a constant critical Mach number across the entire wing and consequently a high cruise speed. The other parts of the aircraft which accelerate the flow, the nose and tail, were also designed for the same critical mach number so the shape of the HP.80 had a constant critical mach number all over. Early work on the project included tailless aircraft designs, which would have used wing-tip vertical surfaces instead; however as the proposal matured, a high-mounted, full tailplane was adopted instead. The profile and shaping of the crescent wing was subject to considerable fine-tuning and alterations throughout the early development stages, particularly to counter unfavourable pitching behaviour in flight.
The HP.80 and Avro's Type 698 were chosen as the best two of the proposed designs to B.35/46, and orders for two prototypes of each were placed. It was recognised, however, that there were many unknowns associated with both designs, and an order was also placed for Vickers' design, which became the Valiant. Although not fully meeting the requirements of the specification, the Valiant design posed little risk of failure and could therefore reach service earlier. The HP.80's crescent wing was tested on a ⅓-scale glider, the HP.87, and a heavily modified Supermarine Attacker, which was given the Handley Page HP.88 designation. The HP.88 crashed on 26 August 1951 after completing only about thirty flights and little useful data was gained during its brief two months of existence. By the time the HP.88 was ready, the HP.80 wing had changed such that the former was no longer representative. The design of the HP.80 had sufficiently advanced that the loss of the HP.88 had little effect on the programme.
Two HP.80 prototypes, WB771 and WB775, were built. WB771 had been partially assembled at the Handley Page factory at Radlett airfield when the Ministry of Supply decided the runway was too short for the first flight. The aircraft parts were transported by road to RAF Boscombe Down where they were assembled for the first flight; bulldozers were used to clear the route and create paths around obstacles. Sections of the aircraft were hidden under wooden framing and tarpaulins printed with "GELEYPANDHY / SOUTHAMPTON" to make it appear as a boat hull in transit. GELEYPANDHY was an anagram of "Handley Pyge", marred by a signwriter's error. On 24 December 1952, piloted by Handley Page's chief test pilot Hedley Hazelden, WB771 made its maiden flight, which lasted for a total of 17 minutes. Ten days later, the Air Ministry announced the aircraft's official name to be Victor.
The prototypes performed well; however, design failings led to the loss of WB771 on 14 July 1954, when the tailplane detached whilst making a low-level pass over the runway at Cranfield, causing the aircraft to crash with the loss of the crew. Attached to the fin using three bolts, the tailplane was subjected to considerably more load than had been anticipated, causing fatigue cracking around the bolt holes. This led to the bolts loosening and failing in shear. Stress concentrations around the holes were reduced by adding a fourth bolt. The potential for flutter due to shortcomings in the design of the fin/tailplane joint was also reduced by shortening the fin. Additionally, the prototypes were tail heavy due to the lack of equipment in the nose; this was remedied by adding large ballast weights to the prototypes. Production Victors had a lengthened nose to move the crew escape door further from the engine intakes as the original position was considered too dangerous as an emergency exit in flight. The lengthened nose also improved the center of gravity range.
Victor B.1
Production B.1 Victors were powered by the Armstrong Siddeley Sapphire ASSa.7 turbojets rated at , and were initially armed with the Blue Danube nuclear weapon and later with the more powerful Yellow Sun weapon when it became available. Victors also carried U.S.-owned Mark 5 nuclear bombs (made available under the Project E programme) and the British Red Beard tactical nuclear weapon. A total of 24 were upgraded to B.1A standard by the addition of Red Steer tail warning radar in an enlarged tail-cone and a suite of radar warning receivers and electronic countermeasures (ECM) from 1958 to 1960.
On 1 June 1956, a production Victor XA917 flown by test pilot Johnny Allam inadvertently exceeded the speed of sound after Allam let the nose drop slightly at a high power setting. Allam noticed a cockpit indication of Mach 1.1 and ground observers from Watford to Banbury reported hearing a sonic boom. The Victor maintained stability throughout the event. Aviation author Andrew Brookes has claimed that Allam broke the sound barrier knowingly to demonstrate the Victor's higher speed capability compared to the earlier V-bombers. The Victor was the largest aircraft to have broken the sound barrier at that time.
Victor B.2
The RAF required its bombers to be capable of higher operational ceilings, and numerous proposals were considered for improved Victors. Initially, Handley Page proposed using Sapphire 9 engines to produce a "Phase 2" bomber, to be followed by "Phase 3" Victors with the wingspan increased to and powered by Bristol Siddeley Olympus turbojets or Rolls-Royce Conway turbofans. The Sapphire 9 was cancelled and the heavily modified Phase 3 aircraft would have delayed introduction, so an interim "Phase 2A" Victor was proposed and accepted, to be powered by the Conway but with minimal modifications.
The "Phase 2A" proposal became the Victor B.2, with Conway RCo.11 engines providing , which required enlarged intakes to increase the airflow to the engines, and the wingspan was increased to . The B.2 also added a pair of retractable "elephant ear" intakes on the upper rear fuselage forward of the fin, to feed air to Ram Air Turbines (RAT) to provide electricity should an in-flight engine failure occur.
The first flight of the Victor B.2 prototype , serial number XH668 was made on 20 February 1959, and it had flown 100 hours by 20 August 1959, when it disappeared from radar, crashing into the sea off the Pembrokeshire coast during high-altitude engine tests carried out by the Aeroplane and Armament Experimental Establishment (A&AEE). Most of the wreckage had been recovered by November 1960, following an extensive search and recovery operation. The accident investigation concluded that the starboard pitot head had failed, causing the flight control system to force the aircraft into an unrecoverable dive. Minor changes resolved the problem, allowing the B.2 to enter service in February 1962.
Further development
A total of 21 B.2 aircraft were upgraded to the B.2R standard with Conway RCo.17 engines ( thrust) and facilities to carry a Blue Steel stand-off nuclear missile. Anti-radar chaff storage had to be relocated from under the nose as a result of the Blue Steel installation. Coincidentally, Peter White, a senior aerodynamicist attended a symposium in Brussels and learned of Whitcomb's conical shaped bodies set on the top of a wing which would add volume while reducing wave drag. However, the added skin friction drag meant an overall slight drag increase. So large streamlined fairings were added to the top of the each wing to hold the chaff. The fairings behaved like "Küchemann carrots". These were anti-shock bodies which reduced wave drag at transonic speeds (see area rule). Handley Page proposed to build a further refined "Phase 6" Victor, with more fuel and capable of carrying up to four Skybolt (AGM-48) ballistic missiles on standing airborne patrols, but this proposal was rejected although it was agreed that some of the Victor B.2s on order would be fitted to carry two Skybolts. This plan was abandoned when the U.S. cancelled the Skybolt programme in 1963. With the move to low-level penetration missions, the Victors were fitted with air-to-air refuelling probes above the cockpit and received large underwing fuel tanks.
Nine B.2 aircraft were converted for strategic reconnaissance purposes to replace Valiants which had been withdrawn due to wing fatigue, with delivery beginning in July 1965. These aircraft received a variety of cameras, a bomb bay-mounted radar mapping system and air sampling equipment to detect particles released from nuclear testing. Designated Victor SR.2, a single aircraft could photograph the whole of the United Kingdom in a single two-hour sortie. Different camera configurations could be installed in the bomb bay, including up to four F49 survey cameras and up to eight F96 cameras could be fitted to take vertical or oblique daylight photography; nighttime photography required the fitting of F89 cameras.
Aerial refuelling conversion
Prior to the demise of the Valiant as a tanker, a trial installation of refuelling equipment was carried out using the Victor, including: overload bomb-bay tanks, underwing tanks, refuelling probe and jettisonable de Havilland Spectre Assisted Take-Off units. The aircraft involved in the trials, B.1 "XA930", carried out successful trials at Boscombe Down at very high all-up weights with relatively short field length take-offs.
With the withdrawal of the Valiant because of metal fatigue in December 1964 the RAF had no flight-refuelling capability, so the B.1/1A aircraft, by then surplus in the strategic bomber role, were refitted for this duty. To get some tankers into service as quickly as possible, six B.1A aircraft were converted to B(K).1A standard (later redesignated B.1A (K2P)), receiving a two-point system with a hose and drogue carried under each wing, while the bomb bay remained available for weapons. Handley Page worked day and night to convert these six aircraft, with the first being delivered on 28 April 1965, and 55 Squadron becoming operational in the tanker role in August 1965.
While these six aircraft provided a limited tanker capability suitable for refuelling fighters, the Mk 20A wing hosereels delivered fuel at too low a rate to be suitable for refuelling bombers. Work therefore continued to produce a definitive three-point tanker conversion of the Victor Mk.1. Fourteen further B.1A and 11 B.1 were fitted with two permanently fitted fuel tanks in the bomb bay, and a high-capacity Mk 17 centreline hose dispenser unit with three times the fuel flow rate as the wing reels, and were designated K.1A and K.1 respectively.
The remaining B.2 aircraft were not as suited to the low-level mission profile that the RAF had adopted for carrying out strategic bombing missions as the Vulcan with its stronger delta wing. This, combined with the switch of the nuclear deterrent from the RAF to the Royal Navy (with the Polaris missile) meant that the Victors were declared surplus to requirements. Hence, 24 B.2 were modified to K.2 standard. Similar to the K.1/1A conversions, the wing, which was to have been fitted with tip fuel tanks to reduce wing fatigue, had 18 inches removed from each tip instead and the bomb aimer's nose glazing was replaced with metal. During 1982, the glazing was reintroduced on some aircraft, the former nose bomb aimer's position having been used to mount F95 cameras in order to perform reconnaissance missions during the Falklands War. The K.2 could carry of fuel. It served in the tanker role until withdrawn in October 1993.
Design
Overview
The Victor was a futuristic-looking, streamlined aircraft, with four turbojet (later turbofan) engines buried in the thick wing roots. Distinguishing features of the Victor were its highly swept T-tail with considerable dihedral on the tail planes, and a prominent chin bulge that contained the targeting radar, nose landing gear unit and an auxiliary bomb aimer's position. It was originally required by the specification that the whole nose section could be detached at high altitudes to act as an escape pod, but the Air Ministry abandoned this requirement in 1950.
The Victor had a five-man crew, comprising the two pilots seated side by side and three rearward-facing crew, these being the navigator/plotter, the navigator/radar operator, and the air electronics officer (AEO). The Victor's pilots sat at the same level as the rest of the crew, due to a large pressurised compartment that extended all the way to the nose. As with the other V-bombers, only the pilots were provided with ejection seats; the three systems operators relying on "explosive cushions" inflated by a CO2 bottle that would help them from their seats, but despite this, escape for them would have still been very unlikely in most emergency situations.
While assigned to the nuclear delivery role, the Victor was finished in an all-over anti-flash white colour scheme, designed to protect the aircraft against the damaging effects of a nuclear detonation. The white colour scheme was intended to reflect heat away from the aircraft; paler variations of RAF's roundels were also applied for this same reason. When the V-bombers were assigned to the low-level approach profile in the 1960s, the Victors were soon repainted in green/grey tactical camouflage to reduce visibility to ground observation; the same scheme was applied to subsequently converted tanker aircraft.
Armaments and equipment
The Victor's bomb bay was much larger than that of the Valiant and Vulcan, which allowed heavier weapon loads to be carried at the cost of range. As an alternative to the single "10,000 lb" nuclear bomb as required by the specification, the bomb bay was designed to carry several conventional armaments, including a single Grand Slam or two Tallboy earthquake bombs, up to forty-eight bombs or thirty-nine sea mines. One proposed addition to the Victor were underwing panniers capable of carrying a further 28 1,000 lb bombs to supplement the main bomb bay, but this option was not pursued.
In addition to a range of free-fall nuclear bombs, later Victor B.2s operated as missile carriers for standoff nuclear missiles such as Blue Steel. Target information for Blue Steel could be input during flight, as well in advance of the mission. It was reported that, with intensive work, a B.2 missile carrier could revert to carrying free-fall nuclear weapons or conventional munitions within 30 hours.
Like the other two V-Bombers, the Victor made use of the Navigational and Bombing System (NBS); a little-used optical sight had also been installed upon early aircraft. For navigation and bomb-aiming purposes, the Victor employed several radar systems. These included the H2S radar, developed from the first airborne ground-scanning radar, and the Green Satin radar. Radar information was inputted into the onboard electromechanical analogue bomb-aiming apparatus. Some of the navigation and targeting equipment was either directly descended from, or shared concepts with, those used on Handley Page's preceding Halifax bomber. Operationally, the accuracy of the bomb-aiming system proved to be limited to roughly 400 yards, which was deemed sufficient for high-level nuclear strike operations.
Avionics and systems
The Victor had fully powered flying controls for the ailerons, elevators and rudder, with no manual reversion which, therefore required duplication as back-up. Since the control surfaces were fully powered an artificial feel unit was provided, fed by ram air from the pitot in the nose. Pilot control movements were transmitted via a low-friction mechanical system to the flying control units. Duplication was provided on the premise that the single pilot's input would remain functional and that neither hydraulic motors nor screwjack on a unit would jam. A separate hydraulic circuit was used for each of the following: landing gear, flaps, nose flaps, air brakes, bomb doors, wheel brakes, nose-wheel steering, ram-air-turbine air scoops. An AC electrical system and auxiliary power unit were significant additions to the later Victor B.2, electrical reliability being noticeably improved.
To evade enemy detection and interception efforts, the Victor was outfitted with an extensive ECM suite which were operated by the air electronics officer (AEO), who had primary responsibility for the aircraft's electronics and communication systems. The ECM equipment could be employed to disrupt effective use of both active and passive radar in the vicinity of the aircraft, and to provide situational awareness for the crew. Enemy communications could also be jammed, and radar guided missiles of the era were also reportedly rendered ineffective. The Victor B.2 featured an extended area located around the base of the tail fin which contained cooling systems and some of the ECM equipment.
Some of the ECM equipment which initially saw use on the Victor, such as the original chaff dispenser and Orange Putter tail warning radar, had been developed for the earlier English Electric Canberra bomber and was already considered to be near-obsolete by the time the Victor had entered service. Significant improvements and alterations would be made to the avionics and ECM suites, as effective ECMs had been deemed critical to the Victor's role; for example, the introduction of the more capable Red Steer tail warning radar. The introduction of the Victor B.2 was accompanied by several new ECM systems, including a passive radar warning receiver, a metric radar jammer and communications jamming equipment. Streamlined fairings on the trailing edges of the wings that could house large quantities of defensive chaff/flares were also new additions. While trials were conducted with terrain-following radar and a side scan mode for the bombing and navigation radar, neither of these functions were integrated into the operational fleet.
Engines
The Victor B.1 was powered by four Armstrong Siddeley Sapphire turbojet engines. The engines were embedded in pairs in the wing roots. Because of the mid wing position, the tail was mounted at the tip of the fin to keep clear of the jet efflux. Sapphire engines installed in the Victor suffered 'centre-line closure' failures flying in dense cloud or heavy rain flying in the tropics. The Victor B.2 was powered by the newer Rolls-Royce Conway turbofan which at one point was the most powerful non-afterburning engine outside the Soviet Union. The Conway had significantly higher thrust than the Sapphire engine in the B.1.
The Victor B.2 had a Blackburn Artouste auxiliary power unit (AAPU) installed in the starboard wing root. It provided high-pressure air for starting the engines, and also provided electrical power on the ground or in the air as an emergency power supply if the engine-driven generators failed. It also reduced the need for some ground support equipment. Two turbine-driven alternators, otherwise known as ram air turbines (RATs), had been introduced on the B.2 to provide emergency power in the event of electrical power being lost. Retractable scoops in the rear fuselage would open to feed ram air to them enabling them to generate sufficient electrical power to operate the flight controls. In the event of engine flameout RATs would enable the crew to keep control of the aircraft until the engines could be relit.
Flight profile
The Victor was commonly described as having good handling and excellent performance, along with favourable low speed flight characteristics. During the flight tests of the first prototype, the Victor proved its aerodynamic performance, flying up to Mach 0.98 without handling or buffeting problems; there were next to no aerodynamic changes between prototype and production aircraft. Production aircraft featured an automated nose-flap operation to counteract a tendency for the aircraft to pitch upwards during low-to-moderate Mach numbers. At low altitude, the Victor typically flew in a smooth and comfortable manner, in part due to its narrowness and flexibility of the crescent wing. One unusual flight characteristic of the early Victor was its self-landing capability; once lined up with the runway, the aircraft would naturally flare as the wing entered into ground effect while the tail continued to sink, giving a cushioned landing without any command or intervention by the pilot. However, this characteristic was considered to be of no special advantage according to an assessment of the second prototype by the Aeroplane and Armament Experimental Establishment.
The Victor has been described as an agile aircraft, atypical for a large bomber aircraft; in 1958, a Victor had performed several loops and a barrel roll during practices for a display flight at Farnborough Airshow. Manoeuvrability was greatly enabled by the light controls, quick response of the aircraft, and the design of certain flight surfaces such as the infinitely-variable tail-mounted airbrake. The Victor was designed for flight at high subsonic speeds, although multiple instances have occurred in which the sound barrier was broken. During development of the Victor B.2, the RAF had stressed the concept of tactical manoeuvrability, which led to much effort in development being given to increasing the aircraft's height and range performance.
Operational history
The Victor was the last of the V bombers to enter service, with deliveries of B.1s to No. 232 Operational Conversion Unit RAF based at RAF Gaydon, Warwickshire taking place in late 1957. The first operational bomber squadron, 10 Squadron, formed at RAF Cottesmore in April 1958, with a second squadron, 15 Squadron, forming before the end of the year. Four Victors, fitted with Yellow Astor reconnaissance radar, together with passive sensors, were used to equip a secretive unit, the Radar Reconnaissance Flight at RAF Wyton. The Victor bomber force continued to build up, with 57 Squadron forming in March 1959 and 55 Squadron in October 1960. At its height, the Victor was simultaneously operating with six squadrons of RAF Bomber Command.
According to the operational doctrine developed by the RAF, in the circumstance of deploying a large-scale nuclear strike, each Victor would have operated entirely independently; the crews would conduct their mission without external guidance and be reliant upon the effectiveness of their individual tactics to reach and successfully attack their assigned target; thus great emphasis was placed on continuous crew training during peacetime. Developing a sense of a crew unity was considered highly important; Victor crews would typically serve together for at least five years, and a similar approach was adopted with ground personnel. In order to maximise the operational lifespan of each aircraft, Victor crews typically flew a single five-hour training mission per week. Each crew member was required to qualify for servicing certificates to independently undertake inspection, refuelling and turnaround operations.
In times of high international tension, the V-bombers would have dispersed and been maintained at a high state of readiness; if the order was given to deploy a nuclear strike, Victors at high readiness would have been airborne in under four minutes. British intelligence had estimated that the Soviets' radar network was capable of detecting the Victor at up to 200 miles away, so to avoid interception, the Victor would follow carefully planned routes to exploit weaknesses in the Soviet detection network. This tactic was employed in conjunction with the Victor's extensive onboard ECM to increase the chances of evasion. Whilst originally the Victor would have maintained high-altitude flight throughout a nuclear strike mission, rapid advances of the Soviet anti-aircraft warfare capabilities (exemplified by the downing of a U-2 from 70,000 ft in 1960) led to this tactic being abandoned: a low-level high-speed approach supported by increasingly sophisticated ECMs was adopted in its place.
The improved Victor B.2 started to be delivered in 1961, with the first B.2 Squadron, 139 Squadron, forming in February 1962, and a second, 100 Squadron, in May 1962. These were the only two bomber squadrons to form on the B.2, as the last 28 Victors on order were cancelled. The prospect of Skybolt ballistic missiles, with which each V-bomber could strike at two separate targets, meant that fewer bombers would be needed. The government was also unhappy with Sir Frederick Handley Page's resistance to its pressure to merge his company with competitors. Following Skybolt's cancellation, Victor B.2s were retrofitted as carrier aircraft for the Blue Steel standoff nuclear missile. The introduction of standoff weapons and the switch to low-level flight in order to evade radar detection were said to be decisive factors in the successful penetration of enemy territory.
In 1964–1965, a series of detachments of Victor B.1As was deployed to RAF Tengah, Singapore as a deterrent against Indonesia during the Borneo conflict, the detachments fulfilling a strategic deterrent role as part of Far East Air Force, while also giving valuable training in low-level flight and visual bombing. In September 1964, with the confrontation with Indonesia reaching a peak, the detachment of four Victors was prepared for rapid dispersal, with two aircraft loaded with live conventional bombs and held on one-hour readiness, ready to fly operational sorties. However, they were never required to fly combat missions and the high readiness alert finished at the end of the month.
Following the discovery of fatigue cracks, developing due to their low-altitude usage, the B.2R strategic bombers were retired and placed in storage by the end of 1968. The RAF had experienced intense demand on its existing aerial refuelling tanker fleet, and its existing fleet of Victor B.1 tankers that had been converted earlier were due to be retired in the 1970s, so it was decided that the stored Victor B.2Rs would be converted to tankers also. Handley Page prepared a modification scheme that would see the Victors fitted with tip tanks, the structure modified to limit further fatigue cracking in the wings, and ejection seats provided for all six crewmembers. The Ministry of Defence delayed signing the order for conversion of the B2s until after Handley Page went into liquidation. The contract for conversion was instead awarded to Hawker Siddeley, who produced a much simpler conversion proposal, with the wingspan shortened to reduce wing bending stress and hence extend airframe life.
While the Victor was never permanently based with any units stationed overseas, temporary deployments were frequently conducted, often in a ceremonial capacity or to participate in training exercises and competitions. Victor squadrons were dispatched on several extended deployments to the Far East, and short term deployments to Canada were also conducted for training purposes. At one point during the early 1960s, South Africa showed considerable interest in the acquisition of several bomber-configured Victors.
Several of the Victor B.2s had been converted for Strategic Reconnaissance missions following the retirement of the Valiant in this capacity. In service, this type was primarily used in surveillance of the Atlantic Ocean and Mediterranean Seas, capable of surveying 400,000 square miles in an eight-hour mission; they were also used to sample the fallout from French nuclear tests conducted in the South Pacific. Originally reconnaissance Victors were equipped for visual reconnaissance; it was found to be cheaper to assign Canberra light bombers to this duty and the cameras were removed in 1970. Subsequently, radar-based reconnaissance was emphasised in the type's role. The reconnaissance Victors remained in use until 1974 when they followed the standard bombers into the tanker conversion line; a handful of modified Avro Vulcans assumed the maritime radar reconnaissance role in their place.
Both the Victor and the Vulcan, played a high-profile role during the 1982 Falklands War. In order to cross the distance of the South Atlantic, a single Vulcan required refuelling several times from Victor tankers. A total of three bombing missions were flown against Argentine forces deployed to the Falklands, with approximately 1.1 million gal (5 million L) of fuel consumed in each mission. At the time, these missions held the record for the world's longest-distance bombing raids. The deployment of other assets to the theatre, such as the Hawker Siddeley Nimrod and Lockheed Hercules, required the support of the Victor tanker fleet, which had been temporarily relocated to RAF Ascension Island for the campaign. The Victor also undertook several reconnaissance missions over the South Atlantic. These missions provided valuable intelligence for the retaking of South Georgia by British forces.
Following the invasion of Kuwait by neighbouring Iraq in 1991, a total of eight Victor K.2s were deployed to Bahrain to provide in-flight refuelling support to RAF and other coalition aircraft during the subsequent 1991 Gulf War. RAF strike aircraft such as the Panavia Tornado would frequently make use of the tanker to refuel prior to launching cross-border strikes inside Iraq. The remaining Victor fleet was retired in 1993, at which point it had been the last of the three V-bombers in operational service.
Variants
HP.80
Prototype, two aircraft built.
Victor B.1
Strategic bomber aircraft, 50 built.
Victor B.1A
Strategic bomber aircraft, B.1 updated with Red Steer tail warning radar and ECM suite, 24 converted.
Victor B.1A (K.2P)
2-point in-flight refuelling tanker retaining bomber capability, six converted.
Victor BK.1
3-point in-flight refuelling tanker (renamed K.1 after bombing capability removed), 11 converted.
Victor BK.1A
3-point in-flight refuelling tanker (renamed K.1A as for K.1), 14 converted.
Victor B.2
Strategic bomber aircraft, 34 built.
Victor B.2RS
Blue Steel-capable aircraft with RCo.17 Conway 201 engines, 21 converted.
Victor B(SR).2
Strategic reconnaissance aircraft, nine converted.
Victor K.2
In-flight refuelling tanker. 24 converted from B.2 and B(SR).2.
HP.96
Proposed military transport of 1950 with new fuselage carrying 85 troops. Unbuilt.
HP.97
1950 civil airliner project. Not built.
HP.98
Proposed pathfinder version with remotely operated tail guns and powered by Conway engines. Rejected in favour of Valiant B.2.
HP.101
Proposed military transport version of HP.97. Not built.
HP.104
Proposed "Phase 3" bomber of 1955 powered by Bristol Olympus or Sapphire engines. Not built.
HP.111
1958 project for military or civil transport, powered by four Conway engines. Capacity for 200 troops in military version or 145 passengers in airliner in a double-decker fuselage.
HP.114
Proposed "Phase 6" bomber designed for standing patrols carrying two or four GAM-87 Skybolt ballistic missiles.
HP.123
Proposed military tactical transport based on HP.111 and fitted with blown flaps. Rejected in favour of Armstrong Whitworth AW.681.
Operators
Royal Air Force
No. 10 Squadron RAF operated B.1 from April 1958 to March 1964 at RAF Cottesmore.
No. 15 Squadron RAF operated B.1 from September 1958 to October 1964 at RAF Cottesmore.
No. 55 Squadron RAF operated B.1 and B.1As from RAF Honington from October 1960, moving to RAF Marham and receiving B.1(K)A tankers in May 1965. These were replaced by K.2 in July 1975, with the squadron continuing to operate Victors in the tanker role until disbanding in October 1993.
No. 57 Squadron RAF operated B.1As from RAF Honington from March 1959, moving to RAF Marham in December 1965 for conversion to K.1 and later K.2 tankers until disbanding in June 1986.
No. 100 Squadron RAF operated B.2s at RAF Wittering from May 1962 to September 1968.
No. 139 (Jamaica) Squadron RAF operated B.2s from RAF Wittering from February 1962 to December 1968.
No. 214 Squadron RAF operated K.1 tankers from RAF Marham from July 1966 to January 1977.
No. 543 Squadron RAF operated B(SR).2s from RAF Wyton from December 1965 to May 1974.
No. 232 Operational Conversion Unit RAF.
Radar Reconnaissance Flight RAF Wyton.
Accidents and incidents
14 July 1954: WB771 the prototype HP.80 crashed during a test flight at Cranfield, England. All four crewmen died. The tailplane detached from the top of the fin.
16 April 1958: XA921 a B.1 undertaking Ministry of Supply trials experienced a collapse of the rear bomb bay bulkhead while cycling the bomb bay doors, damaging hydraulic and electrical systems; the aircraft successfully returned to base. Following the incident, in-service Victors had restrictions put in place on the opening of the bomb doors until Modification 943 was applied to all aircraft.
20 August 1959: XH668 a B2 of the A&AEE lost a pitot head and dived into the sea off Milford Haven, Pembrokeshire. More than 40 ships and 4,000 people were involved in the recovery of 600,000 pieces of the missing bomber, an exercise referred to as 'Operation Victor Search'.
19 June 1960: XH617 a B1A of 57 Squadron caught fire in the air and was abandoned near Diss, Norfolk.
23 March 1962: XL159 a B2 of the A&AEE stalled and dived into a house at Stubton, Lincolnshire.
14 June 1962: XH613 a B1A of 15 Squadron lost power on all engines and was abandoned on approach to RAF Cottesmore.
16 June 1962: XA929 a B1 of 10 Squadron overshot the runway and broke up at RAF Akrotiri following an aborted takeoff.
2 October 1962: XA934 a B1 of 'A' Squadron, 232 OCU had an engine failure and deliberate shutdown of the adjacent engine on takeoff from RAF Gaydon. During the approach to land the other two engines flamed out. The aircraft crashed into a copse several miles from RAF Gaydon. Of the four crew on board only the co-pilot survived. The RAF accident record states the prime cause as mis-management of the fuel system and consequent fuel starvation of the two running engines.
20 March 1963: XM714 a B2 of 100 Squadron stalled after takeoff from RAF Wittering.
29 June 1966: XM716 a SR2 of 543 Squadron was giving a demonstration flight for the press and television at RAF Wyton. The aircraft had made one high-speed circuit and was flying low in a wide arc to return over the airfield when the starboard wing was seen to break away and both it and the rest of the aircraft burst into flames. All four crew were killed. The aircraft was the first SR2 to enter service with the squadron. The aircraft had exceeded its operational limitations causing overstressing.
19 August 1968: Victor K1 XH646 of 214 Squadron collided in midair near Holt, Norfolk in bad weather with a 213 Squadron English Electric Canberra WT325; all four crew members of the Victor died, as did all three on board the Canberra.
10 May 1973: XL230 a SR2 of 543 Squadron bounced during landing at RAF Wyton and exploded.
24 March 1975: Victor K1A XH618 of 57 Squadron was involved in a midair collision with Blackburn Buccaneer XV156 during a simulated refuelling. The Buccaneer hit the Victor's tailplane causing the Victor to crash into the sea 95 mi (153 km) east of Sunderland, Tyne and Wear, four crew killed.
29 Sept 1976: XL513 a K2 of No 55 Squadron aborted take off and overshot the runway at RAF Marham after a bird strike. The crew escaped with no serious injuries. The aircraft caught fire and was damaged beyond repair.
15 October 1982: XL232 a K2 of No 55 Squadron suffered an uncontained turbine failure early in the take off run. The aircraft was stopped and the crew evacuated the aircraft with no injuries. Debris from the turbine penetrated a fuselage fuel tank, starting an uncontrolled fire, destroying the aircraft and damaging the runway at RAF Marham.
19 June 1986: XL191 a K2 of 57 Squadron undershot approach at Hamilton, Ontario.
29 February 1988: Landing accident at USAF Offutt AB-hydraulic failure resulted in the aircraft running off the runway. As recorded and illustrated in Flypast October 2008 p. 107, this resulted in ‘I Ran Offut’ artwork being applied to the crew door. Many of the USAF groundcrew at Offutt were Irish- American, so the tongue-in-cheek phrase is meant to be said in an Irish accent, ‘I ran off it’.
3 May 2009: During a "fast taxi" run at Bruntingthorpe Aerodrome, XM715 (Teasin' Tina) made a brief unplanned flight, reaching a height of about at maximum, then carrying out a safe landing before the aircraft could reach the runway threshold. The aircraft did not have a permit to fly; however, the Civil Aviation Authority (CAA) stated that they would not be conducting an investigation. Teasin' Tina became airborne after the plane's co-pilot had failed to reply to the command "throttles back"; the pilot then had to control the throttles himself, the confusion temporarily disrupting firm control of the aircraft.
Surviving aircraft
A total of four Victors have survived and are on display in the United Kingdom. None are flightworthy.
Victor B.1A XH648: a B.1A (K.2P) at the Imperial War Museum Duxford, Cambridgeshire. This is the sole B.1 to survive. This aircraft is on display following a five year restoration project.
Victor K.2 XH672: Maid Marian, at the Royal Air Force Museum, Cosford, Shropshire, in the National Cold War Exhibition.
Victor K.2 XL231: Lusty Lindy, at the Yorkshire Air Museum, York. The prototype for the B.2 to K.2 conversion.
Victor K.2 XM715: Teasin' Tina/Victor Meldrew, at the British Aviation Heritage Centre, Bruntingthorpe, Leicestershire. XM715, during a fast taxi demonstration, inadvertently left the ground briefly at Bruntingthorpe Aerodrome in 2009.
A fifth airframe, Victor K.2 XH673: A K.2 served as Gate guardian at RAF Marham when retired in 1993, but in early 2020 she was offered up for disposal, with the word being that she was in a structurally unsafe condition. In spite of preservation attempts as of December 2020 most of the airframe had been scrapped. In February 2021, the RAF released the time-lapse footage of this airframe being dismantled.
Specifications (Handley Page Victor B.1)
Notable appearances in media
A 1964 Gerhard Richter painting titled XL 513 depicts Victor K.2, which was lost in a 1976 accident at RAF Marham.
See also
References
Notes
Citations
Bibliography
ap Rees, Elfan. "Handley Page Victor: Part 1". Air Pictorial, May 1972, Vol. 34, No 5., pp. 162–167.
ap Rees, Elfan. "Handley Page Victor: Part 2". Air Pictorial, June 1972, Vol. 34, No 6., pp. 220–226.
Ashworth, Chris. Encyclopaedia of Modern Royal Air Force Squadrons. Wellingborough, UK: Patrick Stephens Limited, 1989. .
Barnes, C.H. Handley Page Aircraft since 1907. London: Putnam, 1976. .
Bull, Stephen. Encyclopedia of Military Technology And Innovation. Santa Barbara, California: Greenwood Publishing Group, 2004. .
Butler, Phil and Tony Buttler. Aerofax: Handley-Page Victor. Midland Publishing, 2009. .
Buttler, Tony. "Vital Bombers: Origins of the RAF's 'V-Bomber' Force". Air Enthusiast, No. 79, January–February 1999, pp. 28–41. .
Brookes, Andrew. Victor Units of the Cold War. Osprey Publishing, 2011. .
Brooks, Roger R. The Handley Page Victor: The History & Development of a Classic Jet: Volume 1 The HP80 Prototype & The Mark I, Barnsley, UK: Pen & Sword Aviation, 2007, .
Brooks, Roger R. The Handley Page Victor: The History & Development of a Classic Jet: Volume 2, The Mark 2 and Comprehensive Appendices and Accident Analysis for all Marks Barnsley, UK:Pen & Sword Aviation, 2007.
Darling, Kev. RAF Strike Command 1968 -2007: Aircraft, Men and Action. Casemate Publishers, 2012. .
Donald, David. "Warplane Classic: Handley Page Victor." International Airpower Review, Issue 25, 2008, pp. 124–153. Westport, CT: AIRtime Publishing. .
Fraser-Mitchell, Harry. "Database: Handley Page Victor". Aeroplane, Vol. 37, No. 7, July 2009, pp. 73–94. .
Gunston, Bill. Bombers of the West. London: Ian Allan, 1973, pp. 78–102. .
Gunston, Bill."The V-Bombers: Handley Page Victor—Part 1". Aeroplane Monthly, Vol. 9, No 1, January 1981, pp. 4–9. .
Gunston, Bill."The V-Bombers: Handley Page Victor—Part 2". Aeroplane Monthly, Vol. 9, No 2, February 1981, pp. 60–65. .
Gunston, Bill."The V-Bombers: Handley Page Victor—Part 3". Aeroplane Monthly, Vol. 9, No 3, March 1981, pp. 136–139, 142–146. .
Halley, James. Royal Air Force Aircraft XA100 to XZ999. Tonbridge, Kent, UK: Air-Britain (Historians) Ltd., 2001. .
Hamilton-Paterson, James. Empire of the Clouds: When Britain's Aircraft Ruled the World. Faber & Faber, 2010. .
Lake, Jon. The Great Book of Bombers: The World's Most Important Bombers from World War I to the Present Day. Zenith Imprint, 2002. .
Leich, Andy. "V Force Nuclear Arsenal: Weapons for the Valiant, Victor and Vulcan". Air Enthusiast, No. 107, September–October 2003, pp. 52–59. .
Mason, Francis K. The British Bomber since 1914. London: Putnam, 1994. .
Middleton, Don. "Testing the Victor". Air Enthusiast, Fifty-Two, Winter 1993. pp. 60–75. .
"Parade of Victors: No. 10 Squadron at RAF Cottesmore". Flight, 19 September 1958, pp. 493–496.
Rodwell, Robert R. "Lo-Hi Victor: Mixed Mission over Malaya". Flight, 6 May 1965. pp. 700–703.
Rodwell, Robert R. "The Steel in the Blue: Last Week's Glimpse of the V-force". Flight, 13 February 1964, pp. 241–245.
"Victor: A Technical Description of Britain's Latest V-Bomber." Flight, 30 October 1959, pp. 463–472.
Windle, Dave and Martin Bowman. V Bombers: Vulcan, Valiant and Victor, Casemate Publishers, 2009. .
Wynn, Humphrey. RAF Strategic Nuclear Deterrent Forces: Origins, Roles and Deployment 1946–1969. London: The Stationery Office, 1997. .
External links
Victor information from "Thunder and Lightnings"
The Handley Page Victor at Greg Goebel's "In The Public Domain"
Nuclear weapon drop methods including from a Victor
RAF gallery of Victor nose art
1950s British bomber aircraft
Victor
Air refueling
Quadjets
T-tail aircraft
Aircraft first flown in 1952
Mid-wing aircraft
Strategic bombers
Victor
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https://en.wikipedia.org/wiki/Mil%20Mi-24
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Mil Mi-24
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The Mil Mi-24 (; NATO reporting name: Hind) is a large helicopter gunship, attack helicopter and low-capacity troop transport with room for eight passengers. It is produced by Mil Moscow Helicopter Plant and was introduced by the Soviet Air Force in 1972. The helicopter is currently in use by 58 countries.
In NATO circles, the export versions, Mi-25 and Mi-35, are denoted with a letter suffix as "Hind D" and "Hind E". Soviet pilots called the Mi-24 the "flying tank" (), a term used historically with the famous World War II Soviet Il-2 Shturmovik armored ground attack aircraft. Other common unofficial nicknames were "Galina" (or "Galya"), "Crocodile" (), due to the helicopter's camouflage scheme, and "Drinking Glass" (), because of the flat glass plates that surround earlier Mi-24 variants' cockpits.
Development
During the early 1960s, it became apparent to Soviet designer Mikhail Mil that the trend towards ever-increasing battlefield mobility would result in the creation of flying infantry fighting vehicles, which could be used to perform both fire support and infantry transport missions. The first expression of this concept was a mock-up unveiled in 1966 in the experimental shop of the Ministry of Aircraft's factory number 329, where Mil was head designer. The mock-up designated V-24 was based on another project, the V-22 utility helicopter, which never flew. The V-24 had a central infantry compartment that could hold eight troops sitting back to back, and a set of small wings positioned to the top rear of the passenger cabin, capable of holding up to six missiles or rockets and a twin-barreled GSh-23L cannon fixed to the landing skid.
Mil proposed the design to the heads of the Soviet armed forces. While he had the support of a number of strategists, he was opposed by several more senior members of the armed forces, who believed that conventional weapons were a better use of resources. Despite the opposition, Mil managed to persuade the defence minister's first deputy, Marshal Andrey A. Grechko, to convene an expert panel to look into the matter. While the panel's opinions were mixed, supporters of the project eventually held sway and a request for design proposals for a battlefield support helicopter was issued. The development and use of gunships and attack helicopters by the US Army during the Vietnam War convinced the Soviets of the advantages of armed helicopter ground support, and fostered support for the development of the Mi-24.
Mil engineers prepared two basic designs: a 7-ton single-engine design and a 10.5-ton twin-engine design, both based on the 1,700 hp Izotov TV3-177A turboshaft. Later, three complete mock-ups were produced, along with five cockpit mock-ups to allow the pilot and weapon station operator positions to be fine-tuned.
The Kamov design bureau suggested an army version of their Ka-25 ASW helicopter as a low-cost option. This was considered but later dropped in favor of the new Mil twin-engine design. A number of changes were made at the insistence of the military, including the replacement of the 23 mm cannon with a rapid-fire heavy machine gun mounted in a chin turret, and the use of the 9K114 Shturm (AT-6 Spiral) anti-tank missile.
A directive was issued on 6 May 1968 to proceed with the development of the twin-engine design. Work proceeded under Mil until his death in 1970. Detailed design work began in August 1968 under the codename Yellow 24. A full-scale mock-up of the design was reviewed and approved in February 1969. Flight tests with a prototype began on 15 September 1969 with a tethered hover, and four days later the first free flight was conducted. A second prototype was built, followed by a test batch of ten helicopters.
Acceptance testing for the design began in June 1970, continuing for 18 months. Changes made in the design addressed structural strength, fatigue problems and vibration levels. Also, a 12-degree anhedral was introduced to the wings to address the aircraft's tendency to Dutch roll at speeds in excess of 200 km/h (124 mph), and the Falanga missile pylons were moved from the fuselage to the wingtips. The tail rotor was moved from the right to the left side of the tail, and the rotation direction reversed. The tail rotor now rotated up on the side towards the front of the aircraft, into the downwash of the rotor, which increased its efficiency. A number of other design changes were made until the production version Mi-24A (izdeliye 245) entered production in 1970, obtaining its initial operating capability in 1971 and was officially accepted into the state arsenal in 1972.
In 1972, following completion of the Mi-24, development began on a unique attack helicopter with transport capability. The new design had a reduced transport capability (three troops instead of eight) and was called the Mi-28, and that of the Ka-50 attack helicopter, which is smaller and more maneuverable and does not have the large cabin for carrying troops. In October 2007, the Russian Air Force announced it would replace its Mi-24 fleet with Mi-28Ns and Ka-52s by 2015. However, after the successful operation of the type in Syria it was decided to keep it in service and upgrade it with new electronics, sights, arms and night vision goggles.
Design
Overview
The core of the aircraft was derived from the Mil Mi-8 (NATO reporting name "Hip") with two top-mounted turboshaft engines driving a mid-mounted 17.3 m five-blade main rotor and a three-blade tail rotor. The engine configuration gave the aircraft its distinctive double air intake. Original versions have an angular greenhouse-style cockpit; Model D and later have a characteristic tandem cockpit with a "double bubble" canopy. Other airframe components came from the Mi-14 "Haze". Two mid-mounted stub wings provide weapon hardpoints, each offering three stations, in addition to providing lift. The loadout mix is mission dependent; Mi-24s can be tasked with close air support, anti-tank operations, or aerial combat.
The Mi-24's titanium rotor blades are resistant to 12.7 mm rounds. The cockpit is protected by ballistic-resistant windscreens and a titanium-armored tub. The cockpit and crew compartment are overpressurized to protect the crew in NBC conditions.
Flight characteristics
Considerable attention was given to making the Mi-24 fast. The airframe was streamlined, and fitted with retractable tricycle undercarriage landing gear to reduce drag. At high speed, the wings provide considerable lift (up to a quarter of total lift). The main rotor was tilted 2.5° to the right from the fuselage to compensate for translating tendency at a hover. The landing gear was also tilted to the left so that the rotor would still be level when the aircraft was on the ground, making the rest of the airframe tilt to the left. The tail was also asymmetrical to give a side force at speed, thus unloading the tail rotor.
A modified Mi-24B, named A-10, was used in several speed and time-to-climb world record attempts. The helicopter had been modified to reduce weight as much as possible—one measure was the removal of the stub wings. The previous official speed record was set on 13 August 1975 over a closed 1000 km course of 332.65 km/h (206.7 mph); many of the female-specific records were set by the all-female crew of Galina Rastorguyeva and Lyudmila Polyanskaya. On 21 September 1978, the A-10 set the absolute speed record for helicopters with 368.4 km/h (228.9 mph) over a 15/25 km course. The record stood until 1986, when it was broken by the current official record holder, a modified British Westland Lynx.
Comparison to Western helicopters
As a combination of armoured gunship and troop transport, the Mi-24 has no direct NATO counterpart. While the UH-1 ("Huey") helicopters were used by the US in the Vietnam War either to ferry troops, or as gunships, they were not able to do both at the same time. Converting a UH-1 into a gunship meant stripping the entire passenger area to accommodate extra fuel and ammunition, and removing its troop transport capability. The Mi-24 was designed to do both, and this was greatly exploited by airborne units of the Soviet Army during the 1980–89 Soviet–Afghan War. The closest Western equivalent was the American Sikorsky S-67 Blackhawk, which used many of the same design principles and was also built as a high-speed, high-agility attack helicopter with limited troop transport capability using many components from the existing Sikorsky S-61. The S-67, however, was never adopted for service. Other Western equivalents are the Romanian Army's IAR 330, which is a licence-built armed version of the Aérospatiale SA 330 Puma, and the MH-60 Direct Action Penetrator, a special purpose armed variant of the Sikorsky UH-60 Black Hawk.
Operational history
Ogaden War (1977–1978)
The first combat use of the Mi-24 was with the Ethiopian forces during the Ogaden War against Somalia. The helicopters formed part of a massive airlift of military equipment from the Soviet Union, after the Soviets switched sides towards the end of 1977. The helicopters were instrumental in the combined air and ground assault that allowed the Ethiopians to retake the Ogaden by the beginning of 1978.
Chadian–Libyan conflict (1978–1987)
The Libyan air force used Mi-24A and Mi-25 units during their numerous interventions in Chad's civil war. The Mi-24s were first used in October 1980 in the battle of N'Djamena, where they helped the People's Armed Forces seize the capital.
In March 1987, the Armed Forces of the North, which were backed by the US and France, captured a Libyan air force base at Ouadi-Doum in Northern Chad. Among the aircraft captured during this raid were three Mi-25s. These were supplied to France, which in turn sent one to the United Kingdom and one to the US.
Soviet war in Afghanistan (1979–1989)
The aircraft was operated extensively during the Soviet–Afghan War, mainly for bombing Mujahideen fighters. When the U.S. supplied heat-seeking Stinger missiles to the Mujahideen, the Soviet Mi-8 and Mi-24 helicopters proved to be favorite targets of the rebels.
It is difficult to find the total number of Mi-24s used in Afghanistan. At the end of 1990, the whole Soviet Army had 1,420 Mi-24s. During the Afghan war, sources estimated the helicopter strength to be as much as 600 units, with up to 250 being Mi-24s. Whereas a (formerly secret) 1987 Central Intelligence Agency (CIA) report says that the number of Mi-24s in theatre increased from 85 in 1980 to 120 in 1985.
First deployment and combat
In April 1979, Mi-24s were supplied to the Afghan government to deal with Mujahideen guerrillas. The Afghan pilots were well-trained and made effective use of their machines, but the Mujahideen were not easy targets. The first Mi-24 to be lost in action was shot down by guerrillas on 18 July 1979.
Despite facing strong resistance from Afghan rebels, the Mi-24 proved to be very destructive. The rebels called the Mi-24 "Shaitan-Arba (Satan's Chariot)". In one case, an Mi-24 pilot who was out of ammunition managed to rescue a company of infantry by maneuvering aggressively towards Mujahideen guerrillas and scaring them off. The Mi-24 was popular with ground troops, since it could stay on the battlefield and provide fire as needed, while "fast mover" strike jets could only stay for a short time before heading back to base to refuel.
The Mi-24's favoured munition was the S-8 rocket, the S-5 having proven too light to be effective. The gun pod was also popular. Extra rounds of rocket ammunition were often carried internally so that the crew could land and self-reload in the field. The Mi-24 could carry ten iron bombs for attacks on camps or strongpoints, while harder targets could be dealt with a load of four or two iron bombs. Some Mi-24 crews became experts at dropping bombs precisely on targets. Fuel-air explosive bombs were also used in a few instances, though crews initially underestimated the sheer blast force of such weapons and were caught by the shock waves. The 9K114 Shturm was used infrequently, largely due to a lack of targets early in the war that required the precision and range the missile offered and a need to keep to stocks of anti tank missiles in Europe. After the Mujahideen got access to more advanced anti aircraft weapons later in the war the Shturm was used more often by Mi-24 units.
Combat experience quickly demonstrated the disadvantages of having an Mi-24 carrying troops. Gunship crews found the soldiers a concern and a distraction while being shot at, and preferred to fly lightly loaded anyway, especially given their operations from high ground altitudes in Afghanistan. Mi-24 troop compartment armour was often removed to reduce weight. Troops would be carried in Mi-8 helicopters while the Mi-24s provided fire support.
It proved useful to carry a technician in the Mi-24's crew compartment to handle a light machine gun in a window port. This gave the Mi-24 some ability to "watch its back" while leaving a target area. In some cases, a light machine gun was fitted on both sides to allow the technician to move from one side to the other without having to take the machine gun with him.
This weapon configuration still left the gunship blind to the direct rear, and Mil experimented with fitting a machine gun in the back of the fuselage, accessible to the gunner through a narrow crawl-way. The experiment was highly unsuccessful, as the space was cramped, full of engine exhaust fumes, and otherwise unbearable. During a demonstration, an overweight Soviet Air Force general got stuck in the crawl-way. Operational Mi-24s were retrofitted with rear-view mirrors to help the pilot spot threats and take evasive action.
Besides protecting helicopter troop assaults and supporting ground actions, the Mi-24 also protected convoys, using rockets with flechette warheads to drive off ambushes; performed strikes on predesignated targets; and engaged in "hunter-killer" sweeps. Hunter-killer Mi-24s operated at a minimum in pairs, but were more often in groups of four or eight, to provide mutual fire support. The Mujahideen learned to move mostly at night to avoid the gunships, and in response the Soviets trained their Mi-24 crews in night-fighting, dropping parachute flares to illuminate potential targets for attack. The Mujahideen quickly caught on and scattered as quickly as possible when Soviet target designation flares were lit nearby.
Attrition in Afghanistan
The war in Afghanistan brought with it losses by attrition. The environment itself, dusty and often hot, was rough on the machines; dusty conditions led to the development of the twin PZU ('PyleZashchitnoe Ustroystvo') air intake filters. The rebels' primary air-defence weapons early in the war were heavy machine guns and anti-aircraft cannons, though anything smaller than a 23 millimetre shell generally did not do much damage to an Mi-24. The cockpit glass panels were resistant to 12.7 mm (.50 in calibre) rounds.
The rebels also quickly began to use Soviet-made and US shoulder-launched, man-portable air-defense system (MANPADS) missiles such as the Strela and Redeye which had either been captured from the Soviets or their Afghan allies or were supplied from Western sources. Many of them came from stocks that the Israelis had captured during wars with Soviet backed states in the Middle East. Owing to a combination of the limited capabilities of these early types of missiles, poor training and poor material condition of the missiles, they were not particularly effective. Instead, the RPG-7, originally developed as an antitank weapon, was the first effective countermeasure to the Hind. The RPG-7, not designed for air defence, had inherent shortcomings in this role. When fired at the angles needed to hit aerial targets, the back-blast could easily wound the shooter, and the inevitable cloud of smoke and dust made it easy for gunners to spot the shooter's position.
From 1986, the CIA began supplying the Afghan rebels with newer Stinger shoulder-launched, heat-seeking SAMs. These were a marked improvement over earlier weapons. Unlike the Redeye and SA-7, which locked on to only infrared emissions, the Stinger could lock onto both infrared and ultraviolet emissions. This enabled the operator to engage an aircraft from all angles rather than just the tail and made it significantly more resistant to countermeasures like flares. In addition the Mil helicopters, particularly the Mi-24, suffered from a design flaw in the configuration of their engines that made them highly vulnerable to the Stinger. The Mi-24, along with the related Mi-8 and Mi-17 helicopters, had its engines placed in an inline configuration in an attempt to streamline the helicopter to increase speed and minimize the aircraft's overall frontal profile to incoming fire in a head on attack. However this had the opposite effect of leaking all the exhaust gasses from the Mi-24's engines directly out the side of the aircraft and away from the helicopter's rotor wash, creating two massive sources of heat and ultraviolet radiation for the Stinger to lock onto. The inline placement of the engines was seen as so problematic in this regard that Mil designers abandoned the configuration on the planned successor to the Mi-24, the Mil Mi-28, in favour of an engine placement more akin to Western attack helicopters which vents the exhaust gasses into the helicopter's main rotor wash to dissipate heat.
Initially, the attack doctrine of the Mi-24 was to approach its target from high altitude and dive downwards. After the introduction of the Stinger, doctrine changed to "nap of the earth" flying, where they approached very low to the ground and engaged more laterally, popping up to only about in order to aim rockets or cannons. Countermeasure flares and missile warning systems would be installed in all Soviet Mil Mi-2, Mi-8, and Mi-24 helicopters, giving pilots a chance to evade missiles fired at them. Heat dissipation devices were also fitted to exhausts to decrease the Mi-24's heat signature. Tactical and doctrinal changes were introduced to make it harder for the enemy to deploy these weapons effectively. These reduced the Stinger threat, but did not eliminate it.
Mi-24s were also used to shield jet transports flying in and out of Kabul from Stingers. The gunships carried flares to blind the heat-seeking missiles. The crews called themselves "Mandatory Matrosovs", after a Soviet hero of World War II who threw himself across a German machine gun to let his comrades break through.
According to Russian sources, 74 helicopters were lost, including 27 shot down by Stinger and two by Redeye. In many cases, the helicopters with their armour and durable construction could withstand significant damage and able to return to base.
Mi-24 crews and end of Soviet involvement
Mi-24 crews carried AK-74 assault rifles and other hand-held weapons to give them a better chance of survival if forced down. Early in the war, Marat Tischenko, head of the Mil design bureau visited Afghanistan to see what the troops thought of his helicopters, and gunship crews put on several displays for him. They even demonstrated manoeuvres, such as barrel rolls, which design engineers considered impossible. An astounded Tischenko commented, "I thought I knew what my helicopters could do, now I'm not so sure!"
The last Soviet Mi-24 shot down was during the night of 2 February 1989, with both crewmen killed. It was also the last Soviet helicopter lost during nearly 10 years of warfare.
Mi-24s in Afghanistan after Soviet withdrawal
Mi-24s passed on to Soviet-backed Afghan forces during the war remained in dwindling service in the grinding civil war that continued after the Soviet withdrawal.
Afghan Air Force Mi-24s in the hands of the ascendant Taliban gradually became inoperable, but a few flown by the Northern Alliance, which had Russian assistance and access to spares, remained operational up to the US invasion of Afghanistan in late 2001. In 2008, the Afghan Air Force took delivery of six refurbished Mi-35 helicopters, purchased from the Czech Republic. The Afghan pilots were trained by India and began live firing exercises in May 2009 in order to escort Mi-17 transport helicopters on operations in restive parts of the country.
Iran–Iraq War (1980–1988)
The Mi-25 saw considerable use by the Iraqi Army during the long war against Iran. Its heavy armament caused severe losses to Iranian ground forces during the war. However, the Mi-25 lacked an effective anti-tank capability, as it was only armed with obsolete 9M17 Skorpion missiles. This led the Iraqis to develop new gunship tactics, with help from East German advisors. The Mi-25s would form "hunter-killer" teams with French-built Aérospatiale Gazelles, with the Mi-25s leading the attack and using their massive firepower to suppress Iranian air defences, and the Gazelles using their HOT missiles to engage armoured fighting vehicles. These tactics proved effective in halting Iranian offensives, such as Operation Ramadan in July 1982.
This war also saw the only confirmed air-to-air helicopter battles in history with the Iraqi Mi-25s flying against Iranian AH-1J SeaCobras (supplied by the United States before the Iranian Revolution) on several separate occasions. In November 1980, not long after Iraq's initial invasion of Iran, two Iranian SeaCobras engaged two Mi-25s with TOW wire-guided antitank missiles. One Mi-25 went down immediately, the other was badly damaged and crashed before reaching base. The Iranians repeated this accomplishment on 24 April 1981, destroying two Mi-25s without incurring losses to themselves. One Mi-25 was also downed by an IRIAF F-14A.
The Iraqis hit back, claiming the destruction of a SeaCobra on 14 September 1983 (with YaKB machine gun), then three SeaCobras on 5 February 1984 and three more on 25 February 1984 (two with Falanga missiles, one with S-5 rockets). A 1982 news article published on the Iraqi Observer claimed an Iraqi Mi-24D shot down an Iranian F-4 Phantom II using its armaments, either antitank missiles, guns or S-5 unguided rockets.
After a lull in helicopter losses, each side lost a gunship on 13 February 1986. Later, a Mi-25 claimed a SeaCobra shot down with YaKB gun on 16 February, and a SeaCobra claimed a Mi-25 shot down with rockets on 18 February. The last engagement between the two types was on 22 May 1986, when Mi-25s shot down a SeaCobra. The final claim tally was 10 SeaCobras and 6 Mi-25s destroyed. The relatively small numbers and the inevitable disputes over actual kill numbers makes it unclear if one gunship had a real technical superiority over the other. Iraqi Mi-25s also claimed 43 kills against other Iranian helicopters, such as Agusta-Bell UH-1 Hueys.
In general, the Iraqi pilots liked the Mi-25, in particular for its high speed, long range, high versatility and large weapon load, but disliked the relatively ineffectual anti-tank guided weapons and lack of agility.
Nicaraguan civil war (1980–1988)
Mi-25s were also used by the Nicaraguan Army during the civil war of the 1980s. Nicaragua received 12 Mi-25s (some sources claim 18) in the mid-1980s to deal with "Contra" insurgents. The Mi-25s performed ground attacks on the Contras and were also fast enough to intercept light aircraft being used by the insurgents. The U.S. Reagan Administration regarded introduction of the Mi-25s as a major escalation of tensions in Central America.
Two Mi-25s were shot down by Stingers fired by the Contras. A third Mi-25 was damaged while pursuing Contras near the Honduran border, when it was intercepted by Honduran F-86 Sabres and A-37 Dragonflies. A fourth was flown to Honduras by a defecting Sandinista pilot in December 1988.
Sri Lankan Civil War (1987–2009)
The Indian Peace Keeping Force (1987–90) in Sri Lanka used Mi-24s when an Indian Air Force detachment was deployed there in support of the Indian and Sri Lankan armed forces in their fight against various Tamil militant groups such as the Liberation Tigers of Tamil Eelam (LTTE). It is believed that Indian losses were considerably reduced by the heavy fire support from their Mi-24s. The Indians lost no Mi-24s in the operation, as the Tigers had no weapons capable of downing the gunship at the time.
Since 14 November 1995, the Mi-24 has been used by the Sri Lanka Air Force in the war against the LTTE liberation group and has proved highly effective at providing close air support for ground forces. The Sri Lanka Air Force operates a mix of Mi-24/-35P and Mi-24V/-35 versions attached to its No. 9 Attack Helicopter Squadron. They have recently been upgraded with modern Israeli FLIR and electronic warfare systems. Five were upgraded to intercept aircraft by adding radar, fully functional helmet mounted target tracking systems, and AAMs. More than five Mi-24s have been lost to LTTE MANPADS, and another two lost in attacks on air bases, with one heavily damaged but later returned to service.
Peruvian operations (1989–1995)
The Peruvian Air Force received 12 Mi-25Ds and 2 Mi-25DU from the Soviets in 1983, 1984, and 1985 after ordering them in the aftermath of 1981 Paquisha conflict with Ecuador. Seven more second hand units (4 Mi-24D and 3 Mi-25D) were obtained from Nicaragua in 1992. These have been permanently based at the Vitor airbase near La Joya ever since, operated by the 2nd Air Group of the 211th Air Squadron. Their first deployment occurred in June 1989 during the war against Communist guerrillas in the Peruvian highlands, mainly against Shining Path. Despite the conflict continuing, it has decreased in scale and is now limited to the jungle areas of Valley of Rivers Apurímac, Ene and Mantaro (VRAEM).
Persian Gulf War (1991)
The Mi-24 was also heavily employed by the Iraqi Army during their invasion of Kuwait, although most were withdrawn by Saddam Hussein when it became apparent that they would be needed to help retain his grip on power in the aftermath of the war. In the ensuing 1991 uprisings in Iraq, these helicopters were used against dissidents as well as fleeing civilian refugees.
Sierra Leone Civil War (1991–2002)
Three Mi-24Vs owned by Sierra Leone and flown by South African military contractors, including Neall Ellis, were used against RUF rebels. In 1995, they helped drive the RUF from the capital, Freetown. Neall Ellis also piloted a Mi-24 during the British-led Operation Barras against West Side Boys. Guinea also used its Mi-24s against the RUF on both sides of the border and was alleged to have provided air support to the LURD insurgency in northern Liberia in 2001–03.
Croatian War of Independence (1990s)
Twelve Mi-24s were delivered to Croatia in 1993, and were used effectively in 1995 by the Croatian Army in Operation Storm against the Army of Krajina. The Mi-24 was used to strike deep into enemy territory and disrupt Krajina army communications. One Croatian Mi-24 crashed near the city of Drvar, Bosnia and Herzegovina due to strong winds. Both the pilot and the operator survived. The Mi-24s used by Croatia were obtained from Ukraine. One Mi-24 was modified to carry Mark 46 torpedoes. The helicopters were withdrawn from service in 2004.
First and Second Wars in Chechnya (1990s–2000s)
During the First and Second Chechen Wars, beginning in 1994 and 1999 respectively, Mi-24s were employed by the Russian armed forces.
In the first year of the Second Chechen War, 11 Mi-24s were lost by Russian forces, about half of which were lost as a result of enemy action.
Cenepa War (1995)
Peru employed Mi-25s against Ecuadorian forces during the short Cenepa conflict in early 1995. The only loss occurred on 7 February, when a FAP Mi-25 was downed after being hit in quick succession by at least two, probably three, 9K38 Igla shoulder-fired missiles during a low-altitude mission over the Cenepa valley. The three crewmen were killed.
By 2011 two Mi-35P were purchased from Russia to reinforce the 211th Air Squadron.
Sudanese Civil War (1995–2005)
In 1995, the Sudanese Air Force acquired six Mi-24s for use in Southern Sudan and the Nuba mountains to engage the SPLA. At least two aircraft were lost in non-combat situations within the first year of operation. A further twelve were bought in 2001, and used extensively in the oil fields of Southern Sudan. Mi-24s were also deployed to Darfur in 2004–5.
First and Second Congo Wars (1996–2003)
Three Mi-24s were used by Mobutu's army and were later acquired by the new Air Force of the Democratic Republic of the Congo. These were supplied to Zaire in 1997 as part of a French-Serbian contract. At least one was flown by Serbian mercenaries. One hit a power line and crashed on 27 March 1997, killing the three crew and four passengers. Zimbabwean Mi-24s were also operated in coordination with the Congolese Army.
The United Nations peacekeeping mission employed Indian Air Force Mi-24/-35 helicopters to provide support during the Second Congo War. The IAF has been operating in the region since 2003.
Kosovo War (1998–1999)
Two second-hand Mi-24Vs procured from Ukraine earlier in the 1990s were used by the Yugoslav Special Operation Unit (JSO) against Kosovo Albanian rebels during the Kosovo War.
Insurgency in Macedonia (2001)
The Macedonian military acquired used Ukrainian Mi-24Vs, which were then used frequently against Albanian insurgents during the 2001 insurgency in Macedonia (now North Macedonia). The main areas of action were in Tetovo, Radusha and Aracinovo.
Ivorian Civil War (2002–2004)
During the Ivorian Civil War, five Mil Mi-24s piloted by mercenaries were used in support of government forces. They were later destroyed by the French Army in retaliation for an air attack on a French base that killed nine soldiers.
War in Afghanistan (2001–2021)
In 2008 and 2009, the Czech Republic donated six Mi-24s under the ANA Equipment Donation Programme. As a result, the Afghan National Army Air Corps (ANAAC) gained the ability to escort its own helicopters with heavily armed attack helicopters. ANAAC operates nine Mi-35s. Major Caleb Nimmo, a United States Air Force Pilot, was the first American to fly the Mi-35 Hind, or any Russian helicopter, in combat. On 13 September 2011, a Mi-35 of the Afghan Air Force was used to hold back an attack on ISAF and police buildings.
The Polish Helicopter Detachment contributed Mi-24s to the International Security Assistance Force (ISAF). The Polish pilots trained in Germany before deploying to Afghanistan and train with U.S. service personnel. On 26 January 2011, one Mi-24 caught on fire during take-off from its base in Ghazni. One American and four Polish soldiers evacuated unharmed.
India has also donated Mi-35s to Afghanistan. Four helicopters were to be supplied, with three already transferred in January 2016. The three Mi-35s made a big difference in the offensive against militants, according to General John Campbell, commander of US forces in Afghanistan.
Iraq War (2003–2011)
The Polish contingent in Iraq used six Mi-24Ds after December 2004. One of them crashed on 18 July 2006 in an air base in Al Diwaniyah. Polish Mi-24Ds used in Iraq were not returned to Poland due to their age, condition, low combat value of the Mi-24D variant, and high shipping costs; depending on their condition, they were transferred to the new Iraqi Army or scrapped.
War in Somalia (2006–2009)
The Ethiopian Air Force operated about three Mil Mi-35 and ten Mil Mi-24D helicopter gunships in the Somali theatre. One was shot down near Mogadishu International Airport on 30 March 2007 by Somali insurgents.
2008 Russo-Georgian War
Mil Mi-24s were used by both sides during the fighting in South Ossetia. During the war Georgian Air Force Mi-24s attacked their first targets on an early morning hour of 8 August, targeting the Ossetian presidential palace. The second target was a cement factory near Tskhinvali, where major enemy forces and ammunition were located. The last combat mission of the GAF Mi-24s was on 11 August, when a large Russian convoy, consisting of light trucks and BMP IFVs which were heading to the Georgian village of Avnevi was targeted by Mi-24s, completely destroying the convoy. The Georgian Air Force lost 2 Mi-24s on Senaki air base. They were destroyed by Russian troops on the ground. Both helicopters were in-operational. The Russian army heavily used Mi-24s in the conflict. Russian upgraded Mi-24PNs were credited for destroying 2 Georgian T-72SIM1 tanks, using guided missiles at night time, though some sources attribute those kills to Mil Mi-28. The Russian army did not lose any Mi-24s throughout the conflict, mainly because those helicopters were deployed to areas where Georgian air defence was not active, though some were damaged by small arms fire and at least one Mi-24 was lost due to technical reasons.
War in Chad (2008)
On returning to Abeche, one of the Chadian Mi-35s made a forced landing at the airport. It was claimed that it was shot down by rebels.
Libyan civil war (2011)
The Libyan Air Force Mi-24s were used by both sides to attack enemy positions during the 2011 Libyan civil war. A number were captured by the rebels, who formed the Free Libyan Air Force together with other captured air assets. During the battle for Benina airport, one Mi-35 (serial number 853), was destroyed on the ground on 23 February 2011. In the same action, serial number 854 was captured by the rebels together with an Mi-14 (serial number 1406). Two Mi-35s operating for the pro-Gaddafi Libyan Air Force were destroyed on the ground on 26 March 2011 by French aircraft enforcing the no-fly zone. One Free Libyan Air Force Mi-25D (serial number 854, captured at the beginning of the revolt) violated the no-fly-zone on 9 April 2011 to strike loyalist positions in Ajdabiya. It was shot down by Libyan ground forces during the action. The pilot, Captain Hussein Al-Warfali, died in the crash. The rebels claimed that a number of other Mi-25s were shot down.
2010–2011 Ivorian crisis
Ukrainian army Mi-24P helicopters as part of the United Nations peacekeeping force fired four missiles at a pro-Gbagbo military camp in Ivory Coast's main city of Abidjan.
Syrian Civil War (2011–present)
The Syrian Air Force has used Mi-24s during the ongoing Syrian Civil War, including in many of the country's major cities. Controversy has surrounded an alleged delivery of Mi-25s to the Syrian military, due to Turkey and other NATO members disallowing such arms shipments through their territory.
On 3 November 2016, a Russian Mi-35 made an emergency landing near Syria's Palmyra city, and was hit and destroyed, most likely by an unguided recoilless weapon after it touched down. The crew returned safely to the Khmeimim air base.
Second Kachin conflict (2011–present)
The Myanmar Air Force used the Mi-24 in the Kachin conflict against the Kachin Independence Army.
Two Mi-35 helicopters were shot down by the Kachin Independence Army during the heavy fighting in the mountains of northern Burma in 2012 and early 2013.
On 3 May 2021, in the morning, a Myanmar Air Force Mi-35 was shot down by the Kachin Independence Army, hit by a MANPADS during air raids involving attack helicopters and fighter jets. A video emerged showing the helicopter being hit while flying over a village.
Post-U.S. Iraqi insurgency
Iraq ordered a total of 34 Mi-35Ms in 2013, as part of an arms deal with Russia that also included Mi-28 attack helicopters. The delivery of the first four was announced by then-Prime Minister Nuri al-Maliki in November 2013.
Their first deployment began in late December against camps of the al-Qaeda linked Islamic State of Iraq and the Levant (ISIL) and several Islamist militants in the al-Anbar province that had taken control of several areas of Fallujah and Ramadi. FLIR footage of the strikes has been released by the military.
On 3 October 2014, ISIL militants reportedly used a FN-6 shoulder-launched missile in Baiji to shoot down an Iraqi Army Mi-35M attack helicopter. Video footage released by ISIL militants shows at least another two Iraqi Mi-35s brought down by light anti-aircraft artillery.
Balochistan Insurgency (2012-present)
In 2018, Pakistan received 4 Mi-35M Hind-E Gunships from Russia under the $153 million deal. They are now stationed at the Army Aviation Corps base at Quetta Cantonment. The gunships have since been used in several counter insurgency operations against various militant groups in the Balochistan province of Pakistan.
In early 2022, a base in Nushki and a check-post in Panjgur belonging to the Frontier Corps Balochistan Paramilitary were attacked by BLA terrorists. The attack in Nushki was swiftly repulsed but the situation in Panjgaur was not good to which Mi-35 Hind and AH-1F Cobra gunships were called in for support. It provided much needed ground support and reconnaissance in the counter offensive which led to success.
Crimean crisis (2014)
During the annexation of the Crimean Peninsula, Russia deployed 13 Mi-24s to support their infantry as they advanced through the region. However these aircraft saw no combat during their deployment.
War in Donbas (2014)
During the Siege of Sloviansk, on 2 May 2014, two Ukrainian Mi-24s were shot down by pro-Russian insurgents. The Ukrainian armed forces claim that they were downed by MANPADS while on patrol close to Slavyansk. The Ukrainian government confirmed that both aircraft were shot down, along with an Mi-8 damaged by small arms fire. Initial reports mentioned two dead and others wounded; later, five crew members were confirmed dead and one taken prisoner until being released on 5 May.
On 5 May 2014, another Ukrainian Mi-24 was forced to make an emergency landing after being hit by machine gun fire while on patrol close to Slavyansk. The Ukrainian forces recovered the two pilots and destroyed the helicopter with a rocket strike by an Su-25 aircraft to prevent its capture by pro-Russian insurgents.
Ukrainian Sukhoi Su-25 attack aircraft, with MiG-29 fighters providing top cover, supported Mi-24s during the battle for Donetsk Airport.
On 13 October 2018, a Ukrainian Mi-24 shot down an Orlan-10 UAV using cannon fire near Lysychansk.
Chadian offensive against Boko Haram (2015)
Chadian Mi-24s were used during the 2015 West African offensive against Boko Haram.
Azerbaijan-Karabakh (2014–2016, 2020)
On 12 November 2014, Azerbaijani forces shot down an Armenian forces Mi-24 from a formation of two which were flying along the disputed border, close to the frontline between Azerbaijani and Armenian troops in the disputed Karabakh territory. The helicopter was hit by an Igla-S shoulder-launched missile fired by Azerbaijani soldiers while flying at low altitude and crashed, killing all three on board.
On 2 April 2016, during a clash between Azerbaijani and Armenian forces, an Azerbaijani Mi-24 helicopter was shot down by "Nagorno-Karabakh" forces. The downing was confirmed by the Azerbaijani defence ministry.
On 9 November 2020, during the Nagorno-Karabakh war a Russian Mi-24 was shot down by Azerbaijani forces with a MANPADS. The Azerbaijan Foreign Ministry stated that the downing was an accident. Two crew members were killed and one sustained moderate injuries. The Russian defence ministry confirmed the downing in a press release the same day.
Russian invasion of Ukraine (2022-present)
During the 2022 Russian invasion of Ukraine, both Ukraine and Russia have used Mi-24 helicopters. On 1 March 2022, Ukrainian forces shot down a Russian Mi-35M helicopter with MANPADS, in the Kyiv Reservoir (see also Battle of Kyiv). On 5 May 2022, the helicopter was retrieved by Ukrainian engineers in Vyshgorod. Two Russian Mi-35 were shot down by a MANPADS on 5 March 2022. On 6 March, one Mi-24P with registration number RF-94966 was shot down by Ukrainian MANPADS in Kyiv Oblast. On 8 March 2022 one Ukrainian Mil Mi-24 from the was lost over Brovary, Kyiv. Pilots Col. Oleksandr Maryniak and Cptn. Ivan Bezzub were killed. On 17 March a Russian Mi-35M was reported destroyed by Ukrainian Ministry of Defence, unknown location. On 1 April 2022, two Ukrainian Mi-24s reportedly entered Russia and attacked an oil storage facility in Belgorod.
In May 2022, the Czech Republic donated Mi-24 helicopters to Ukraine. In July 2023, it was reported that Poland secretly donated at least a dozen Mi-24s to Ukraine.
Variants
Operators
Afghan Air Force
Algerian Air Force
Angolan Air Force
Armenian Air Force
Azerbaijani Air Forces
Belarus Air Force
Bulgarian Air Force
Burkina Faso Air Force
National Defence Force (Burundi)
Chadian Air Force
Congolese Air Force
Congolese Democratic Air Force
Cuban Air Force
Cyprus Air Forces (operates the Mil Mi-35PN variant)
Djibouti Air Force
Egyptian Air Force, 549 Air Wing/43 Squadron - Borg-al-Arab
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Aircraft on display
Mi-24 helicopters can be seen in the following museums:
Specifications (Mi-24)
Popular culture
The Mi-24 has appeared in several films and has been a common feature in many video games.
See also
References
Further reading
External links
Mil Mi-24, Mi-25, Mi-35 Hind Akbar at Indian military database
CzechAirSpotters gallery of Mi-24
Mi-24PN Gallery
Mi-24 service, tactics and variants
A Rescue Mission by Sri Lanka Air Force with Mi-24
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384601
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https://en.wikipedia.org/wiki/Busted%20%28band%29
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Busted (band)
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Busted are an English pop-punk band from Southend-on-Sea, Essex, consisting of James Bourne, Matt Willis and Charlie Simpson. Formed in 2000, the band has had four UK number-one singles, won two Brit Awards, released four studio albums and sold over 5 million records worldwide. The band released the albums Busted in 2002 and A Present for Everyone in 2003 before disbanding in January 2005.
Following the split, all three members pursued separate musical careers: Simpson as the frontman for the post-hardcore band Fightstar, Bourne as the lead singer of pop-punk band Son of Dork and Willis as a solo artist. The band reunited in 2015, embarking on the Pigs Can Fly arena tour in May 2016 and released their third studio album, Night Driver, on 25 November 2016. On 26 October 2018, Busted announced their fourth album Half Way There, released on 1 February 2019, as well as a UK arena tour. At the end of 2019, the band embarked on a hiatus to pursue solo projects. In 2023, Busted announced their return for their 20 year anniversary, consisting of a greatest hits album, Greatest Hits 2.0, and arena tour.
According to the British Phonographic Industry (BPI), Busted have been certified for 2.4 million album and 2 million single sales in the UK.
History
2000–2002: Formation, Busted and rise to fame
James Bourne and Matt Willis originally auditioned for other bands which neither of them made it into. They remained friends for a number of years and wrote material together, which Willis claimed was inspired by BBMak, Blink-182 and the American Pie 2 soundtrack. Initially known as The Termites, Busted were formed in 2000 after open auditions were held by Prestige Artist Management to form a new band. The line-up consisted of Bourne, Willis, Ki Fitzgerald and Owen Doyle, although this version of the band broke up in October 2001.
Looking to find a new band member, Willis and Bourne placed an ad in NME magazine, titled "'Guitarist and singer wanted for pop band…'". Auditions were held at Pineapple Studios in Covent Garden in October 2001. Charlie Simpson and Tom Fletcher were both offered a place to complete the line-up, but Busted's manager told Fletcher via a phone call a few days later that the band was to go ahead as a trio, comprising Bourne, Willis and Simpson.
The band was launched in August 2002, making their first appearance on the cover of Smash Hits with the headline: "Meet Busted: They're Going to Be Bigger than Rik Waller!", making it a first for any pop band to appear on the magazine's cover before releasing a single. Their debut single, "What I Go to School For", inspired by a teacher that Willis had a crush on at school, was finally released in September 2002. It reached number three on the UK Singles Chart. Their debut album Busted was then released, initially charting only around the UK Top 30 and receiving mixed reviews from critics however, it went on to peak at number 2. The follow-up "Year 3000", which was written about Bourne's obsession with the film Back to the Future, then followed in January 2003, reaching number two in the UK chart. In April, their third single, "You Said No" became their first number one. British Hit Singles & Albums certified them as the first act ever to have their debut three singles enter the top three in an ascending order.
Recording began for their second album while the debut album was re-released with new tracks and an enhanced CD section. It would go on to sell 1.2 million copies by the end of the year. The debut album's final single, "Sleeping with the Light On", reached number 3 in August 2003, beaten to number one by Blu Cantrell's "Breathe".
2003–2005: A Present for Everyone and split
Busted started the summer of 2003 with a win for Favourite Newcomer at the National Music Awards, as well as Best Band at that year's Disney Channel Kids' Awards. After this, the band launched the promotional trail for their new album, A Present for Everyone and its lead single "Crashed the Wedding", which reached number one in the UK chart. Edgier than their previous album, Simpson said that it had some "harder, Good Charlotte type vibes coming through on this album". This album would also go on to reach sales of over 1 million copies.
During 2003, Charlie met fellow songwriter-guitarist Alex Westaway and drummer Omar Abidi at a party. He was by this stage becoming increasingly frustrated by the music he was performing in Busted and stated he had "all of this creativity pent up inside and I just needed to vent it somewhere, and I was writing a lot of songs but I couldn't play them, because I didn't have anyone to play them with". During the aforementioned party, an impromptu jam session took place. Simpson, Westaway, and Abidi played Rage Against the Machine's song "Killing in the Name" on loop, and agreed to attend a gig a few days later. After the show, they went back to Simpson's flat and began performing on guitars and a v-drum kit, which led to their first song being written, titled "Too Much Punch". Westaway later invited bassist Dan Haigh to practice with the band and soon began booking regular rehearsal sessions together, under the name Fightstar.
2004 was to prove their final year together as a band. The band performed a successful arena tour to start the year before reaching number one and number two with "Who's David" and "Air Hostess", respectively. They picked up Best British Breakthrough Act and Best Pop Act at that year's BRIT Awards.
The boys then headed over to the U.S. to release a self-titled album that was a mixture of their first and second album. Their exploits were captured for the TV series America or Busted, about Busted's attempts to achieve success in the United States, which ultimately failed. The show debuted on MTV UK in November of that year, over the course of the series, it saw Busted's attempts to 'break' America dwindle as interviews fell through and performances remained limited both in terms of audience size and press attention.
Whilst the band were out in America, they were then invited to record the theme tune to the brand new Thunderbirds film that was coming out that summer. Released as a double A-side with the album track, "3AM", it gave them their fourth and final number one in August 2004, staying at the top for two weeks, the longest they had ever spent at the top. However, the release of the fifth single from their second album, "She Wants to Be Me" failed to chart due to its lone formats being a download and a limited edition pocket sized CD, both of which breached chart regulations at the time. Their live album, A Ticket for Everyone, was released in November peaked at number eleven. The band embarked on another sell-out tour that November, and Busted gained a record of the band to play the most consecutive sellout dates at Wembley Arena, eleven nights. At the end of 2004, Busted were involved in the UK number-one Christmas single, Band Aid 20's "Do They Know It's Christmas?" with money raised helping to combat HIV and AIDS across Africa, famine relief in the Darfur region of Sudan and aid relief in many countries, such as Ethiopia.
Simpson's time spent with Fightstar reportedly began to cause tensions within the band, amplified when Fightstar announced a 14-date UK tour. Simpson announced to Busted's manager on 24 December 2004 over a phone call that he was leaving the band to focus on Fightstar full-time. On 13 January 2005, Busted's record label announced that a press conference was to be held at the Soho Hotel in London the following day. The next day, the 14th, it was then announced that Busted were splitting up after Simpson's departure weeks before.
In an interview with Kerrang! in November 2009, Simpson said, "It was a real fun thing to be doing, and I got on well with everyone I was doing it with, but on the other side, the music wasn't really fulfilling me. I have good memories of the time because we were traveling the world and doing some amazing things, but then as far as self-fulfillment goes, it wasn't really doing a lot for me, so I have these mixed views when I look back. But there's no doubt that it was an amazing thing to do".
2006–2012: Solo projects and bands
Simpson began pursuing a solo career after playing in Fightstar, a post-hardcore band which differs greatly from the sound of Busted. They formed a year prior to Busted's split. To-date they have released one EP and four albums: They Liked You Better When You Were Dead, Grand Unification, One Day Son, This Will All Be Yours, Be Human and Behind the Devil's Back, all being released in both the UK and the US. They have also released an album of b-sides and rarities, "Alternate Endings". Fightstar announced a hiatus at the beginning of 2010, stating that they were "taking some time off" to work on separate projects before regrouping to begin working a new record. After their 2014 reunion and 2015 album, Fightstar began to describe themselves as a "passion project" rather than a full-time band, as the members focus on other projects. Simpson released a solo acoustic album called Young Pilgrim, which peaked at number 6 in the UK Albums Chart in 2011, followed by the 2014 album Long Road Home.
Bourne went on to release music through pop punk band Son of Dork, and pursued a solo career under the name of Future Boy. Bourne has also written songs for many artists, including Melanie C, McFly, JC Chasez, Patrick Monahan, and the Jonas Brothers. From 2007 to 2008, he was one of the main songwriters for the ITV musical drama, Britannia High.
After a brief stint in rehab after the Busted split, Willis began a solo career, releasing singles in 2006 and 2007, "Up All Night", "Hey Kid", "Don't Let It Go to Waste", and "Crash" for the film Mr Bean's Holiday, all except the latter of which were included on his album Don't Let It Go to Waste. Willis also appeared on, and was the winner of, the 2006 series of I'm a Celebrity...Get Me Out of Here!. After being dropped from his record label, Willis turned to presenting. He presented at the Brit Awards and ITV2's I'm a Celebrity...Get Me Out of Here! NOW! alongside his wife, Emma, the pair worked together on E!, presenting the BAFTAs. On Willis' Myspace, he has stated that he is currently writing with his new band, yet to be named.
2013–2015: McBusted
From 19 to 22 September 2013, Willis and Bourne made a surprise brief reunion as McBusted when they joined McFly as special guests during the band's four 10th anniversary concerts at the Royal Albert Hall. They performed "Year 3000", "Air Hostess" and McFly's "Shine a Light" with McFly under the name 'McBusted'. McFly and Busted confirmed a 2014 tour together. Simpson said through Twitter that although he would not be joining the new supergroup, he wished them the best of luck in the future. McBusted released their debut album McBusted on 1 December 2014. They then embarked on another sold out UK tour, McBusted's Most Excellent Adventure Tour.
Willis also revealed that Busted had been approached to star in the ITV2 series The Big Reunion, but turned it down because "it didn't feel right for our band."
2015–2016: Simpson's return, comeback tour and Night Driver
On 5 October 2015, The Sun rumoured that Simpson was set to rejoin Busted. After this, a photo made its way around the internet that showed the three members of Busted silhouetted in front of a red background. Words appeared to be blurred out at the bottom of the image, but above that was the words "Join us for a special announcement Tuesday November 10th 2015". This implied that the band was reuniting, with further speculation that the three would embark on a reunion tour together. On 10 November 2015, Busted announced a thirteen-date arena tour in the UK and Ireland would take place in May 2016. At the same press conference Busted announced their third studio album. 100,000 tickets were sold in the first hour of being put on sale. Subsequent tour dates were added as a result of high demand.
Regarding his decision to rejoin the band, Simpson told Newsbeat: "I reckon I said it [so many times], privately and publicly, and I meant it every single time. But as I say I have changed my mind and that has been down to the circumstances changing. I never thought we would get to a point where we were in a studio writing music we all got behind creatively and that was a huge shock to me".
In early 2016, Busted recorded their third studio album in Los Angeles. On 17 March 2016, Bourne told a fan on Twitter that Busted would decide the release date for their third album that day. It is scheduled for release in the Autumn. The band have also insisted that their reunion is for the long-term; as Bourne told Digital Spy, "We want this to be something that is ongoing. Anything we write now goes towards album four". On 4 April 2016, Busted announced that their tour would be called the Pigs Can Fly Tour 2016 and would include Wheatus and Emma Blackery as special guests. Regarding the title, Willis told Newsbeat, "The whole pigs can fly thing sums up how we feel about this. There have been times that we thought Busted could never, ever possibly happen and we were quite right in thinking that. But this summarises that anything is possible". In an interview with Digital Spy, the band revealed that their fans will get a taste of their new sound before their reunion tour and that their eleventh single will be released in the summer, and their album would follow in the autumn.
On 25 April 2016, it was officially announced that South African drummer Cobus Potgieter, popular on YouTube, would be the supporting drummer for the band during the tour. On 3 May, Busted released "Coming Home", their first new song for 12 years, as a free download from their website. During the 'Pigs Can Fly' tour, Busted premiered two new tracks titled "Easy" and "One of a Kind", from the upcoming 2016 album. Chalmers, president of East West, said: "Watching Busted play live over the past few weeks and seeing people respond to their music and energy has been amazing. Busted have a huge global fanbase who are going to be really excited to hear the new music the guys are working on. They've managed to combine the classic Busted sound with a modern twist, it's sure to remind people of why they love them. We're really happy to be working with Charlie, Matt and James".
On 14 July 2016, Busted revealed that the "final touches" to the album were complete.
On 18 August 2016, it was announced by BBC News that a musical based on the band's history written by Bourne and Elliot Davis was to be staged, What I Go to School For will depict the group's rise to fame. It will be performed at the Theatre Royal Brighton in August 2016 and will feature songs like Air Hostess, Crashed the Wedding and Year 3000. If the show is a success Bourne and Davis have said they would like to take it to the West End.
On 9 September 2016, Busted revealed that their third album would be called Night Driver.
On 3 May 2016, "Coming Home" was released as a promotional single from the album. On 30 September 2016, "On What You're On" was released as the first official single from the album. Another song, entitled "Easy", was unveiled on 18 October 2016. Two days later, on 20 October 2016, Busted announced that due to production delays, the album release would be pushed back to 25 November 2016. The same day, Busted released a video for "Easy" filmed live at Pool Studios.
On 23 October 2016, the band made their first TV performance in over 12 years on The X Factor to perform "Year 3000" with the contestants.
2017–2022: Half Way There and hiatus
In June 2017 Busted flew to Los Angeles to perform their first American re-formed gig at the Troubadour and continue writing and begin recording for their planned fourth album.
In April 2018, it was confirmed the album would release in Q1 2019, and the band would return to their original sound. In May that year, Cobus Potgieter, who had previously stood in as drummer on Busted's 2016 tour, announced that he would be the studio drummer for the upcoming fourth album.
On 26 October 2018, Busted announced that their fourth album, Half Way There (a reference to a lyric in the song "Year 3000"), would be released on 8 February 2019. The album features a cover of James Bourne's song, "What Happened to Your Band", which was previously performed by his band Son of Dork and recorded by McBusted, and returns to the roots of their musical style. The first single of the album, "Nineties", was released in the first week of November 2018. Additional songs from the album, "Reunion" and "All My Friends" were released 14 and 15 December respectively (the latter was an exclusive release for those that had pre-ordered the album from the band's online store). In January 2019, Busted released their second single for the album, "Radio". This was accompanied by a music video.
The band performed a secret set at Slam Dunk Festival in May 2019, on the Key Club Stage (Right). The band performed under the pseudonym "Y3K", a reference to their song Year 3000.
On 8 June 2019, Busted were invited up on stage to perform "Year 3000" with the Jonas Brothers at Capital's Summertime Ball 2019 as special guests.
On 31 December 2019, Bourne announced a new solo project, tweeting "After twenty amazing years making music, I am stepping into 2020 on a brand new solo adventure. Busted will always be my band. But, I've dreamed for years about releasing my own album so here we go." His debut album, Safe Journey Home, was released on 23 October 2020. The album was followed-up with Sugar Beach, released in 2022. Simpson released a solo single called "I See You". His fourth solo album Hope Is a Drug was released in 2022. Alongside this, Simpson also set up a Patreon where he uploads exclusive tracks including new music and covers. During the hiatus, Willis continued his acting career, appearing in stage productions such as Waitress and 2:22 A Ghost Story.
2023–present: 20th Anniversary Tour and collaborations
On 21 March 2023, the band posted a teaser on their social media platforms for an announcement to be unveiled on 23 March, putting an end to their hiatus. That morning, they announced the 20th Anniversary & Greatest Hits Tour, a 15-date UK tour for September 2023. A single was also announced alongside the tour announcement: "Loser Kid 2.0," a re-recording of a song from their debut album featuring Simple Plan, set to release 14 April. An album of other re-recorded Busted classics featuring other artists, including McFly, All Time Low and Neck Deep, is set to be released as well. After selling out the initial 15-date tour, the band announced 11 additional dates in the UK and Ireland to meet demand, extending the tour until 10 October.
On 14 April 2023, Busted released a version of "Loser Kid", the closing track of their 2002 self-titled debut album, titled "Loser Kid 2.0" featuring Canadian band Simple Plan. This version peaked at number 13 on the UK Singles Sales Chart. On 5 May 2023, Busted released "Meet You There 2.0", a pop-punk version of their 2003 album track, featuring Welsh pop-punk band Neck Deep. On 26 May 2023, Busted released a cover version of the 1997 Hanson hit "MMMBop", in collaboration with the latter band, titled "MMMBop 2.0". On 23 June 2023, Busted released a version of their 2003 hit "Crashed the Wedding", titled "Crashed the Wedding 2.0," featuring American band All Time Low. On 28 July 2023, they released a version of their 2002 hit "Year 3000" titled "Year 3000 2.0", featuring the Jonas Brothers on guest vocals. Greatest Hits 2.0, a collaborative album of re-recordings of songs from Busted's first two albums, was made available for pre-order on 28 July 2023. The album reached number 1 in the UK album charts on 22 September 2023.
Artistry
Musical style
Busted's genre has been described as pop rock, pop-punk and college rock. Although the band were often referred to as a boy band, Simpson, Bourne and Willis would often reject that label. Simpson stated 'Those clichés are everything the band wasn't, because we hated them. We hated the machine of pop, we split up at the height of our fame, they were talking about us putting on a Wembley Stadium gig and we gave it up.' The sound of their first two albums were often compared to that of Wheatus, Blink-182 and Sum 41 and the band were complimented on the energy and enthusiasm brought to the studio and shows. When Busted returned to the pop punk sounds for Half Way There, Simpson noted that it was a style they tried to have when they were younger but the 'record label wouldn't allow it'. Busted's attempts to mature their sound was noted by Simpson in a BBC Interview. He stated 'I would go to the label and say, 'You've got to turn the drums up, you can't hear them and it doesn't sound like a rock record, it sounds like a pop record'.
Their third album Night Driver was a departure from their original sound. NME noted upon the release of "Coming Home", that the band were much more 'synth-pop' influenced. Influence from the 1980s decade and Daft Punk were also noted. The group also branched out into R&B and bass-heavy alternative pop.
Lyrically, Busted often references pop culture. Bourne stated 'The pop culture references are a big part of what we do. On those early records, we’ve got Britney Spears and Dawson's Creek in there, now we’re writing about Elon Musk. That's what's in our lives now'. Their song Year 3000 is also heavily influenced by Back to the Future. The band also described their style as 'tongue in cheek', stating that if you do that to 'banging rock music' and that 'When you do that, you can be silly, it really works'.
Influences
Busted have spoken about various influences for their sound and songwriting including Robbie Williams, Green Day, Michael Jackson and Blink-182. Simpson stated that the latter in particular was a 'big influence back in the day'. Bourne also stated that Third Eye Blind was a 'major influence' to the early days of the band. Upon announcing that Wheatus would be joining McBusted on tour in 2014, Willis stated that the band was a "massive Busted influence".
Legacy
At the height of their popularity, Busted were often complimented for bringing in a wave of British pop rock. They were cited as bringing in '"something fresh and new" to the scene' of pop. They 'broke with that trend of the all-singing, all-dancing boy group that was around', instead pioneering a revival in interest of the guitar. Kerrang! cited Busted as a positive influence on kids getting into rock. Simpson also spoke in 2019 about being told of an increase in guitar sales during Busted's heyday. Willis also mentioned that many upcoming indie bands and fans had spoken to him, stating that: 'I meet them and they’ll say, ‘The first song I learned to play was What I Go to School For, and, ‘the first time I picked up a guitar was playing Busted tab’.
That was amazing to me because I did that with Oasis chord books. It was so cool to hear people did that with our band." Their first two albums went Multi-Platinum and they achieved four number ones in the UK Charts. In 2004, Busted won Best British Breakthrough BRIT Award.
The band's reunion tour in 2016 required extra dates after selling out within an hour.
Busted have been cited as influences for The Vamps and 5 Seconds of Summer. They have also been cited as one of the reasons musician Emma Blackery 'picked up a guitar'. Blackery went on to tour with the band during the Pigs Can Fly Tour in 2016. Pop rock band Natives have been vocally thankful to Busted, and particularly Matt Willis for 'fighting their corner'.
Busted have been called instrumental in the formation of British pop rock band McFly. After the record label declined Tom Fletcher's participation in the band, he was offered a space on the song writing team for the first two albums. Fletcher credits James Bourne as teaching him the structure of a pop hit. After Busted's split, McFly were often referred to as Busted's successor. "Year 3000" and "What I Go to School For" were also covered by the pop band Jonas Brothers. Their cover of "Year 3000" was a lead single from their first album and a commercial success.
Busted were mentioned directly by singer-songwriter Lewis Capaldi as being an influence to his own artistry.
Members
Current
James Bourne – vocals, guitars, keyboards, piano
Matt Willis – vocals, bass guitar, synths, drums
Charlie Simpson – vocals, lead guitar, drums, keyboards, synths
Current touring musicians
Eddy Thrower – drums
Former
Owen Doyle – vocals, bass guitar
Ki Fitzgerald – vocals, rhythm guitar
Tom Fletcher – vocals, rhythm guitar
Former touring musicians
Damon Wilson – drums
Chris Banks – keyboards
Chris Leonard – guitars
Nick Tsang – guitars
Ross Harris – drums
Cobus Potgieter - drums
Jesse Molloy – saxophone
David Temple – saxophone
Timeline
Discography
Busted (2002)
A Present for Everyone (2003)
Night Driver (2016)
Half Way There (2019)
Tours
Busted: Tour (2003)
Busted: A Ticket for Everyone (2004)
Busted: A Ticket for Everyone Else (2004)
Busted: Pigs Can Fly 2016 (2016)
Busted: Night Driver Tour 2017 (2017)
Half Way There Tour (2019)
20th Anniversary & Greatest Hits Tour (2023)
References
External links
Brit Award winners
English pop punk groups
English pop rock music groups
English power pop groups
Musical groups established in 2000
Musical groups disestablished in 2005
Musical groups reestablished in 2015
Musical groups from Essex
English musical trios
Island Records artists
Sony Music Publishing artists
East West Records artists
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384676
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https://en.wikipedia.org/wiki/Love%20Canal
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Love Canal
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Love Canal is a neighborhood in Niagara Falls, New York, United States, infamous as the location of a landfill that became the site of an enormous environmental disaster in the 1970s. Decades of dumping toxic chemicals harmed the health of hundreds of residents; the area was cleaned up over the course of 21 years in a Superfund operation.
In 1890, Love Canal was created as a model planned community, but was only partially developed. In the 1920s, the canal became a dump site for municipal refuse for the city of Niagara Falls. During the 1940s, the canal was purchased by Hooker Chemical Company, which used the site to dump of chemical byproducts from the manufacturing of dyes, perfumes, and solvents for rubber and synthetic resins.
Love Canal was sold to the local school district in 1953, after the threat of eminent domain. Over the next three decades, it attracted national attention for the public health problems originating from the former dumping of toxic waste on the grounds. This event displaced numerous families, leaving them with longstanding health issues and symptoms of high white blood cell counts and leukemia. Subsequently, the federal government passed the Superfund law. The resulting Superfund cleanup operation demolished the neighborhood, ending in 2004.
In 1988, New York State Department of Health Commissioner David Axelrod called the Love Canal incident a "national symbol of a failure to exercise a sense of concern for future generations". The Love Canal incident was especially significant as a situation where the inhabitants "overflowed into the wastes instead of the other way around". The University at Buffalo Archives house a number of primary documents, photographs, and news clippings pertaining to the Love Canal environmental disaster; many items have been digitized and are viewable online.
Geography
Love Canal is a neighborhood located in the city of Niagara Falls in the northwestern region of New York state. The neighborhood covers 36 blocks in the far southeastern corner of the city, stretching from 93rd Street comprising the western border to 100th Street in the east border and 103rd Street in the northeast. Bergholtz Creek defines the northern border with the Niagara River marking the southern border away. The LaSalle Expressway splits an uninhabited portion of the south from the north. The canal covers of land in the central eastern portion.
Early history
In 1890, William T. Love, a former railroad lawyer, prepared plans to construct a preplanned urban community of parks and residences on the shore of Lake Ontario. Love, who would become notorious for similar real-estate schemes later in life, claimed it would serve the area's burgeoning industries with much-needed hydroelectricity. He named the project Model City, New York.
After 1892, Love's plan incorporated a shipping lane that would bypass Niagara Falls, and facilitate transportation between Lake Erie and Lake Ontario. He arranged backing from financial banks in New York City, Chicago, and England. During October 1893, the first factory opened for business. In May 1894, work on the canal began. Steel companies and other manufacturers expressed interest in opening plants along Love Canal. Love began having a canal dug and built a few streets and houses.
The Panic of 1893 caused investors to end sponsorship of the project. Then in 1906, environmental groups successfully lobbied Congress to pass a law, designed to preserve Niagara Falls, prohibiting the removal of water from the Niagara River. Only of the canal was dug, about wide and deep, stretching northward from the Niagara River.
The Panic of 1907 combined with the development of the transmission of electrical power over great distances, creating access to hydroelectric power far from water sources, proved disastrous for what remained of the Model City plan. The last piece of property owned by Love's corporation was lost to foreclosure and sold at public auction in 1910. By that point, Love himself was long gone; in 1897 he left the United States for England, before returning to attempt similar schemes in Washington, Illinois, and Delaware.
With the project abandoned, the canal gradually filled with water. Local children swam there during summers and skated during the winters. In the 1920s, the city of Niagara Falls used the canal as a municipal landfill.
Industry and tourism increased steadily throughout the first half of the 20th century due to a great demand for industrial products and the increased mobility of people to travel. Paper, rubber, plastics, petrochemicals, carbon insulators, and abrasives composed the city's major industries.
At the time of the dump's closure in 1952, Niagara Falls was experiencing prosperity, and the population had been expanding dramatically, growing by 31% in twenty years (1940–1960) from 78,020 to 102,394.
Hooker Chemical Company
By the end of the 1940s, Hooker Chemical Company was searching for a place to dispose its large quantity of chemical waste. The Niagara Power and Development Company granted permission to Hooker during 1942 to dump wastes into the canal. The canal was drained and lined with thick clay. Into this site, Hooker began placing drums. In 1947, Hooker bought the canal and the banks on either side of the canal. It subsequently converted it into a landfill.
In 1948, the City of Niagara Falls ended self-sufficient disposal of refuse and Hooker Chemical became the sole user and owner of the site.
In early 1952, when it became apparent that the site would likely be developed for construction, Hooker ceased use of Love Canal as a dumpsite. During its 10-year lifespan, the landfill served as the dumping site of of chemicals, mostly composed of products such as "caustics, alkalines, fatty acid and chlorinated hydrocarbons resulting from the manufacturing of dyes, perfumes, and solvents for rubber and synthetic resins". These chemicals were buried at a depth of . Upon its closure, the canal was covered with a clay seal to prevent leakage. Over time, vegetation settled and began to grow atop the dump site.
By the 1950s, the city of Niagara Falls was experiencing a population increase. With a growing population, the Niagara Falls City School District needed land to build new schools and attempted to purchase the property from Hooker Chemical. The population reached more than 98,000 by the 1950 census.
Sale of the site
During March 1951, the school board prepared a plan showing a school being built over the canal and listing condemnation values for each property that would need to be acquired. During March 1952, the superintendent of Niagara Falls School Board inquired of Hooker with regard to purchasing the Love Canal property for the purpose of constructing a new school. After this, in an internal company memorandum dated March 27, 1952, Bjarne Klaussen, Hooker's vice president, wrote to the works manager that "it may be advisable to discontinue using the Love Canal property for a dumping ground." During April 1952, after discussing the sale of the land with Ansley Wilcox II, Hooker's in-house legal counsel, Klaussen then wrote to the company president, R.L. Murray, suggesting that the sale could alleviate them from future liabilities for the buried chemicals:
While the school board condemned some nearby properties, Hooker agreed to sell its property to the school board for $1. Hooker's letter to the board agreeing to enter into negotiations noted that "in view of the nature of the property and the purposes for which it has been used, it will be necessary for us to have special provisions incorporated into the deed with respect to the use of the property and other pertinent matters." The board rejected the company's proposal that the deed require the land to be used for park purposes only, with the school itself to be built nearby.
As "a means of avoiding liability by relinquishing control of the site", Hooker deeded the site to the school board in 1953 for $1 with a liability limitation clause. The sale document signed on April 28, 1953, included a seventeen-line caveat purporting to release the company from all legal obligations should lawsuits occur during the future.
Critics of Hooker's actions believe that, in the words of Craig E. Colton and Peter N. Skinner, "Hooker assigned the board with a continuing duty to protect property buyers from chemicals when the company itself accepted no such 'moral obligation'." The transfer effectively ended what provision of security and maintenance for the hazardous waste had existed before and placed all responsibility in clearly unqualified hands. It was this attempt to evade their responsibility, Colten and Skinner contend, that would "ultimately come back to haunt not only Hooker but all other chemical producers in the United States through the strict liability provisions of Superfund legislation." However, Eric Zeusse writes that Hooker's decision to sell the property rather than allowing the school board to condemn it stemmed from a desire to document its warnings. "Had the land been condemned and seized, says Hooker, the company would have been unable to air its concerns to all future owners of the property. It is difficult to see any other reason for what it did."
Not long after having taken control of the land, the Niagara Falls School Board proceeded to develop the land, including construction activity that substantially breached containment structures in a number of ways, allowing previously trapped chemicals to seep out.
The resulting breaches combined with particularly heavy rainstorms released and spread the chemical waste, resulting in a public health emergency and an urban planning scandal. In what became a test case for liability clauses, Hooker Chemical was found to be "negligent" in their disposal of waste, though not reckless in the sale of the land. The dumpsite was discovered and investigated by the local newspaper, the Niagara Falls Gazette, from 1976 through the evacuation in 1978.
Construction of the 93rd Street School and the 99th Street School
Despite the disclaimer, the School Board began construction of the "99th Street School" in its originally intended location. In January 1954, the school's architect wrote to the education committee informing them that during excavation, workers discovered two dump sites filled with drums containing chemical wastes. The architect also noted it would be "poor policy" to build in that area since it was not known what wastes were present in the ground, and the concrete foundation might be damaged. The school board then relocated the school site further north. The kindergarten playground also had to be relocated because it was directly on top of a chemical dump.
Upon completion in 1955, 400 children attended the school, and it opened along with several other schools that had been built to accommodate students. That same year, a area crumbled exposing toxic chemical drums, which then filled with water during rainstorms. This created large puddles that children enjoyed playing in. In 1955, a second school, the 93rd Street School, was opened six blocks away.
School district sells land for home construction
The school district sold the remaining land, resulting in homes being constructed by private developers, as well as the Niagara Falls Housing Authority. The sale came despite the warning of a Hooker attorney, Arthur Chambers, that, as paraphrased in the minutes of a board meeting, due to chemical waste having been dumped in that area, the land was not suitable for construction where underground facilities would be necessary. He stated that his company could not prevent the Board from selling the land or from doing anything they wanted to with it but it was their intent that this property be used for a school and for parking. He further stated that they feel the property should not be divided for the purpose of building homes and hoped that no one will be injured.
During 1957, the City of Niagara Falls constructed sewers for a mixture of low-income and single family residences to be built on lands adjacent to the landfill site. While building the gravel sewer beds, construction crews broke through the clay seal, breaching the canal walls. Specifically, the local government removed part of the protective clay cap to use as fill dirt for the nearby 93rd Street School, and punched holes in the solid clay walls to build water lines and the LaSalle Expressway. This allowed the toxic wastes to escape when rainwater, no longer kept out by the partially removed clay cap, washed them through the gaps in the walls. Hence, the buried chemicals could migrate and seep from the canal.
The land where the homes were being built was not part of the agreement between the school board and Hooker; thus, none of these residents knew the canal's history. There was no monitoring or evaluating of the chemical wastes stored under the ground. Additionally, the clay cover of the canal which was supposed to be impermeable began to crack. The subsequent construction of the LaSalle Expressway restricted groundwater from flowing to the Niagara River. After the exceptionally wet winter and spring of 1962, the elevated expressway turned the breached canal into an overflowing pool. People reported having puddles of oil or colored liquid in yards or basements.
By the 1970s, the Love Canal area was an established suburban community that appealed to commuters and families. It was proximate to the school and newly constructed churches, it was conveniently located just a few miles from the city center, and the expressway provided access to shopping and leisure opportunities. Census data revealed the area had a higher than median income, and the majority of its households included young children. Due to the great percentage of new construction in the area, less than 3% of housing units were unoccupied. In 1976, a report evaluating Niagara Falls ranked Love Canal the fourth-best area in "social well-being." In total, 800 private houses and 240 low-income apartments were constructed. Before the public revelation of the environmental crisis, developers were planning to expand the area with additional homes. There were 410 children in the school during 1978.
Lead-up and discovery
Residents were suspicious of black fluid that flowed out of the Love Canal. For years, residents had complained about odors and substances in their yards or the public playgrounds. Finally the city acted and hired a consultant, Calspan Corporation, to do a far-reaching study. In 1977, a harsh winter storm dumped of snow, significantly raising the water table. The excess water got into the ground water and raised the elevation of contaminants including dioxin. During the spring of 1977, the State Departments of Health and Environmental Conservation began an intensive air, soil, and groundwater sampling and analysis program after qualitative identification of a number of organic compounds in the basements of 11 homes adjacent to the Love Canal. It was also revealed that the standards at the time did not require the installation of a liner to prevent leaching; this became very common among companies.
Contaminants
Numerous contaminants dumped in the landfill included chlorinated hydrocarbon residues, processed sludge, fly ash, and other materials, including residential municipal garbage.
Data showed unacceptable levels of toxic vapors associated with more than 80 compounds were emanating from the basements of numerous homes in the first ring directly adjacent to the Love Canal. Ten of the most prevalent and most toxic compounds - including benzene, a known human carcinogen - were selected for evaluation purposes and as indicators of the presence of other chemical constituents.
Laboratory analyses of soil and sediment samples from the Love Canal indicate the presence of more than 200 distinct organic chemical compounds; approximately 100 of these have been identified to date.
Numerous other chemicals seeped through the ground. Some of the chemicals and toxic materials found included benzene, chloroform, toluene, dioxin, and various kinds of PCB.
Health effects
At first, scientific studies did not conclusively prove the chemicals were responsible for the residents' illnesses yet scientists were divided on the issue, even though eleven known or suspected carcinogens had been identified, one of the most prevalent being benzene. Also present was dioxin (polychlorinated dibenzodioxins) in the water, a very hazardous substance. Dioxin pollution is usually measured in parts per trillion; at Love Canal, water samples showed dioxin levels of 53 parts per billion (53,000 parts per trillion). Geologists were recruited to determine whether underground swales were responsible for carrying the chemicals to the surrounding residential areas. Once there, chemicals could leach into basements and evaporate into household air.
In 1979, the EPA announced the result of blood tests which showed high white blood cell counts, a precursor to leukemia, and chromosome damage in Love Canal residents. 33% of the residents had undergone chromosomal damage. In a typical population, chromosomal damage affects 1% of people. Other studies were unable to find harm. The United States National Research Council (NRC) surveyed Love Canal health studies during 1991. The NRC noted the major exposure of concern was the groundwater rather than drinking water; the groundwater "seeped into basements" and then resulted in exposure through air and soil. Several studies reported higher levels of low-birth weight babies and birth defects among the exposed residents with some evidence the effect subsided after the exposure was eliminated. The National Research Council also noted a study which found exposed children were found to have an "excess of seizures, learning problems, hyperactivity, eye irritation, skin rashes, abdominal pain, and incontinence" and stunted growth. Voles in the area were found to have significantly increased mortality compared to controls (mean life expectancy in exposed animals "23.6 and 29.2 days, respectively, compared to 48.8 days" for control animals). New York State also has an ongoing health study of Love Canal residents. In that year, the Albert Elia Building Co., Inc., now Sevenson Environmental Services, Inc., was selected as the principal contractor to safely re-bury the toxic waste at the Love Canal Site.
According to the United States Environmental Protection Agency (EPA) in 1979, residents exhibited a "disturbingly high rate of miscarriages ... Love Canal can now be added to a growing list of environmental disasters involving toxics, ranging from industrial workers stricken by nervous disorders and cancers to the discovery of toxic materials in the milk of nursing mothers." In one case, two out of four children in a single Love Canal family had birth defects; one girl was born deaf with a cleft palate, an extra row of teeth, and slight retardation, and a boy was born with an eye defect.
Awareness
In 1976, two reporters for the Niagara Falls Gazette, David Pollak and David Russell, tested several sump pumps near Love Canal and found toxic chemicals in them. The Gazette published reports, once in October 1976 and once in November 1976, of chemical analyses of residues near the old Love Canal dumpsite indicated presence of 15 organic chemicals, including three toxic chlorinated hydrocarbons. The matter became quiet for more than a year and was then revived by reporter Michael Brown, who then investigated potential health effects by performing an informal door-to-door survey during early 1978, writing a hundred news items on toxic wastes in the area and finding birth defects and many anomalies such as enlarged feet, heads, hands, and legs. He advised the local residents to create a protest group, which was organized by resident Karen Schroeder, whose daughter had many (about a dozen) birth defects. The New York State Health Department investigated and found an abnormal incidence of miscarriages.
Brown discovered the size of the canal, the presence of dioxin, the expanding contamination, and the involvement, to an extent, of the U.S. Army. Hooker threatened to sue him and he fought the firm for years, including on the Today Show. His book on toxic wastes, Laying Waste: The Poisoning of America By Toxic Chemicals, was the first written on the subject of toxic wastes and created a national firestorm, as did articles of his in The New York Times Magazine and The Atlantic Monthly. He also discovered a huge dump called the Hyde Park landfill (or Bloody Run) and the "S-Area," which was leaking into the water supply for Niagara Falls. His work inspired many activists. He spoke for ten years on the college lecture circuit.
Congressman John LaFalce (D), who represented the district, paid a high profile visit to Love Canal in September 1977, to raise attention to the serious problems. LaFalce intervened to get city, state and federal officials, and Hooker executives, involved to take quick action, but he was met with resistance, apathy and stalling.
By 1978, Love Canal had become a national media event with articles referring to the neighborhood as "a public health time bomb", and "one of the most appalling environmental tragedies in American history". Brown, working for the local newspaper, the Niagara Gazette, is credited with not only revealing the case, but establishing toxic chemical wastes as a nationwide issue as well. Brown's book, Laying Waste, examined the Love Canal disaster and many other toxic waste catastrophes nationwide.
The dumpsite was declared an unprecedented state of emergency on August 2, 1978. Brown, who wrote more than a hundred articles concerning the dump, tested the groundwater and later found the dump was three times larger than originally thought, with possible ramifications beyond the original evacuation zone. He was also to discover that toxic dioxins were there.
Activism tactics
Activism at Love Canal was initially organized by community residents Tom Heiser and Lois Gibbs, with Lois Gibbs often serving as spokesperson. Gibbs's strategies emphasized concerns for children and families of the affected area, with women taking the most prominent public and active roles. Many men also helped women in these efforts, though not always publicly. Men who were hesitant to oppose Hooker Chemical openly for example, were able to contribute to the movement through increased contributions to family labor in the absence of their activist wives.
In addition to community organizing and pressuring authorities for appropriate responses, direct-action forms of activism were employed. Tactics included protests and rallies, which were intentionally timed and planned in an effort to maximize media attention. Such events included "controversial" methods such as mothers protesting while pushing strollers, marching by pregnant women, and children holding protest signs. Notably, two EPA employees were also held hostage by activists for approximately five hours at the LCHA office, in order to bring their demands to the attention of the federal government.
Role of community organizations
Numerous organizations were formed in response to the crisis at Love Canal, with members' activism emphasizing variously overlapping interests. In addition to the Love Canal Homeowners Association (LCHA), other major organizations involved included the Ecumenical Taskforce (ETF), National Association for the Advancement of Colored People (NAACP), and the Concerned Love Canal Renters Association (CLCRA). These organizations are often overlooked in the story of Love Canal, according to research by Elizabeth Blum in Love Canal Revisited.
The Ecumenical Taskforce (ETF) was a religious organization composed of volunteers from the surrounding area. In conjunction with other citizens' groups such as LCHA and LCARA, the ETF used their resources to promote environmental health and gender, class, and racial equality.
The NAACP became involved with the Love Canal issue after William Abrams Sr., president of the Niagara Falls chapter drew attention to his wife's fatal liver failure. Abrams's involvement drew attention to racial inequality present in the community and concerns about how this could affect comprehensive relocation efforts. Abrams contacted the regional NAACP director who announced that discrimination against minorities at Love Canal would be met with legal action. This involvement inspired additional support and activism, particularly on behalf of members of the renting community, many of whom were also members of the African-American and immigrant communities at the site.
Another subgroup of local residents formed the Concerned Love Canal Renters Association (CLCRA). This group's action sought to address the needs of the (largely, but not exclusively, African-American) renter community, whose interests were at times perceived to be in conflict with those of some members of the (predominantly white) property owners represented by the LCHA.
In 1980, Lois Gibbs established the Center for Health, Environment, and Justice as a continuation of her activism at Love Canal.
Lois Gibbs and the Love Canal Homeowners' Association
On August 2, 1978, Lois Gibbs, a local mother who called an election to head the Love Canal Homeowners' Association, began to rally homeowners. Her son, Michael Gibbs, began attending school in September 1977. He developed epilepsy in December, suffered from asthma and a urinary tract infection, and had a low white blood cell count, all associated with his exposure to the leaking chemical waste. Gibbs had learned from Brown that her neighborhood sat atop the buried chemical waste.
During the following years, Gibbs organized an effort to investigate community concerns about the health of its residents. She and other residents made repeated complaints of strange odors and "substances" that surfaced in their yards. In Gibbs' neighborhood, there was a high rate of unexplained illnesses, miscarriages, and intellectual disability. Basements were often covered with a thick, black substance, and vegetation was dying. In many yards, the only vegetation that grew were shrubby grasses. Although city officials were asked to investigate the area, they did not act to solve the problem. Niagara Falls mayor Michael O'Laughlin infamously stated that there was "nothing wrong" in Love Canal.
With further investigation, Gibbs discovered the chemical danger of the adjacent canal. This began her organization's two-year effort to demonstrate that the waste buried by Hooker Chemical was responsible for the health problems of local residents. Throughout the ordeal, homeowners' concerns were ignored not only by Hooker Chemical (now a subsidiary of Occidental Petroleum), but also by members of government. These parties argued that the area's endemic health problems were unrelated to the toxic chemicals buried in the Canal. Since the residents could not prove the chemicals on their property had come from Hooker's disposal site, they could not prove liability. Throughout the legal battle, residents were unable to sell their properties and relocate.
Federal response
On August 7, 1978, United States President Jimmy Carter announced a federal health emergency, called for the allocation of federal funds, and ordered the Federal Disaster Assistance Agency to assist the City of Niagara Falls to remedy the Love Canal site. This was the first time in American history that emergency funds were used for a situation other than a natural disaster. Carter had trenches built that would transport the wastes to sewers and had home sump pumps sealed off.
Congress passed the Comprehensive Environmental Response, Compensation, and Liability Act (CERCLA), better known as the Superfund Act. Love Canal became the first entry on the list. CERCLA created a tax on the chemical and petroleum industries and provided broad Federal authority to respond directly to releases or threatened releases of hazardous substances that may endanger public health or the environment. CERCLA also created a National Priorities List, a shortened list of the sites that has priority in cleanup. Love Canal was the first Superfund site on that list. Eventually, the site was cleaned and deleted off the list in 2004. Because the Superfund Act contained a "retroactive liability" provision, Occidental was held liable for cleanup of the waste even though it had followed all applicable U.S. laws when disposing of it.
Aftermath
When Eckhardt C. Beck (EPA Administrator for Region 2, 1977–1979) visited Love Canal during the late 1970s, he discerned the presence of toxic substances in the community:
Robert Whalen, then-New York's Health Commissioner, also visited Love Canal and believed that the Canal constituted an emergency, stating: "Love Canal Chemical Waste Landfill constitutes a public nuisance and an extremely serious threat and danger to the health, safety and welfare of those using it, living near it or exposed to the conditions emanating from it, consisting among other things, of chemical wastes lying exposed on the surface in numerous places pervasive, pernicious and obnoxious chemical vapors and fumes affecting both the ambient air and the homes of certain residents living near such sites." Whalen also instructed people to avoid going into their basements as well as to avoid fruits and vegetables grown in their gardens. People became very worried because many had consumed produce from their gardens for several years. Whalen urged that all pregnant women and children under the age of two be removed from Love Canal as soon as possible.
The 99th Street School, on the other hand, was located within the former boundary of the Hooker Chemical landfill site. The school was closed and demolished, but both the school board and the chemical company refused to accept liability. The 93rd Street School was closed some two years later because of concerns about seeping toxic waste.
Evacuation
The lack of public interest in Love Canal made matters worse for the homeowners' association, which was opposed by two organizations that sought to disprove negligence. Initially, members of the association had been frustrated by the lack of a public entity that could advise and defend them. Gibbs met with public resistance from a number of residents within the community. Eventually, the federal government relocated more than 800 families and reimbursed them for the loss of their homes. The state government and federal government used $15 million to purchase 400 homes closest to Love Canal and demolished several rings of houses.
Litigation and compensation
In 1994, Federal District Judge John Curtin ruled that Hooker/Occidental had been negligent, but not reckless, in its handling of the waste and sale of the land to the Niagara Falls School Board. Curtin's decision also contains a detailed history of events leading up to the Love Canal disaster. Occidental Petroleum was sued by the EPA and in 1995 agreed to pay $129 million in restitution. Out of that federal lawsuit came money for a small health fund and $3.5 million for the state health study. Residents' lawsuits were also settled in the years following the Love Canal disaster.
The Department of Justice published a report noting that the sites have been successfully remediated and are ready again for use. The Love Canal Area Revitalization Authority sold a few abandoned homes to private citizens. Virtually all remedial activities of the site, other than the operation of the leachate collection system, were completed by 1989.
Remediation
Houses in the residential areas on the east and west sides of the canal were demolished. All that remains on the west side are abandoned residential streets. Some older east side residents, whose houses stand alone in the demolished neighborhood, chose to stay. It was estimated that fewer than 90 of the original 900 families opted to remain. They were willing to remain as long as they were guaranteed that their homes were in a relatively safe area. On June 4, 1980, the state government founded the Love Canal Area Revitalization Agency (LCARA) to restore the area. The area north of Love Canal became known as Black Creek Village. LCARA wanted to resell 300 homes that had been bought by New York when the residents were relocated. The homes are farther away from where the chemicals were dumped. The most toxic area () was reburied with a thick plastic liner, clay and dirt. A high barbed wire fence was installed around the area. It has been calculated that 248 separate chemicals, including of dioxin, have been unearthed from the canal.
Analysis
In 1998, Elizabeth Whelan, founder of industry advocacy group American Council on Science and Health, wrote an editorial about the Canal in which she stated that the media started calling the Canal a "public health time bomb", an editorial that created minor hysteria. She declared that people were not falling ill because of exposure to chemical waste, but from stress caused by the media. Besides double the rate of birth defects to children born while living on Love Canal, a follow-up study two decades after the incident "showed increased risks of low birth weight, congenital malformations and other adverse reproductive events".
Love Canal, along with Times Beach, Missouri and the Valley of the Drums, Kentucky, are important in United States environmental history as three sites that significantly contributed to the passing of the CERCLA. Love Canal "become the symbol for what happens when hazardous industrial products are not confined to the workplace but 'hit people where they live' in inestimable amounts".
Love Canal was not an isolated case. Eckardt C. Beck suggested that there are probably hundreds of similar dumpsites. President Carter declared that discovering these dumpsites was "one of the grimmest discoveries of the modern era". Had the residents of Love Canal been aware that they were residing on toxic chemicals, most would not have moved there in the first place. Beck noted that one main problem remains that ownership of such chemical companies can change over the years, making liability difficult to assign (a problem that would be addressed by CERCLA, or the Superfund Act). Beck contended that increased commitment was necessary to develop controls that would "defuse future Love Canals".
Some free market environmentalist activists have cited the Love Canal incident as a consequence of government decision-makers not taking responsibility for their decisions. Stroup writes, "The school district owning the land had a laudable but narrow goal: it wanted to provide education cheaply for district children. Government decision makers are seldom held accountable for broader social goals in the way that private owners are by liability rules and potential profits."
Conclusion
In 2004, federal officials announced that the Superfund cleanup has ended, although cleanup had concluded years prior. The entire process occurred over 21 years and cost a total of $400 million. About 260 homes north of the canal have been renovated and sold to new owners, and about east of the canal have been sold to commercial developers for light industrial uses. In total, 950 families had been evacuated. The site was removed from the Superfund list on September 30, 2004.
Controversies related to moved Love Canal waste and reports of illness
The Niagara Sanitation landfill covers in Wheatfield, New York. The state Department of Transportation moved approximately of material from the Love Canal landfill to Niagara Sanitation. Residents of North Tonawanda and Wheatfield suffering severe health problems say the waste was subsequently disturbed during the construction of the LaSalle Expressway in Niagara Falls. The New York Department of Environmental Conservation (DEC) contends there is no proof the landfill leaks. A lawsuit asserts that Hooker's creation of a brine pipeline along the edge of the landfill used to move brine from Wyoming County to its Niagara Falls plant location, may have created a conduit for the landfilled waste to leak out.
In popular culture
The legacy of the disaster inspired a fictionalized 1982 made-for-TV film titled Lois Gibbs and the Love Canal. An award-winning documentary by Lynn Corcoran titled In Our Own Backyard was released in the U.S. in 1983. Modern Marvels retold the disaster in 2004.
Joyce Carol Oates included the story of Love Canal in her 2004 novel The Falls, but changed the time period of the disaster to the 1960s. The latest history of Love Canal is Paradise Falls: The True Story of an Environmental Catastrophe, written by journalist Keith O’Brien, published by Pantheon in 2022.
The film Tootsie has a character (played by Bill Murray) attempting to produce a play called "Return to Love Canal". In response to the pitch for the play, Sydney Pollack tells Dustin Hoffman that "Nobody wants to produce a play about a couple that moved back to Love Canal. Nobody wants to pay twenty dollars to see people living next to chemical waste. They can see that in New Jersey."
"Love Canal" was also a segment in the premiere episode of Michael Moore's television series TV Nation, which featured realtors attempting to lure prospective residents to the area.
"Love Canal" is the name of a 7" single released by the punk rock band Flipper in February 1981. The lyrics are about the disaster.
In the 2000 film Erin Brockovich, when legal counsel Ed Masry holds a town meeting to discuss arbitration in the case of Hinkley groundwater contamination by Pacific Gas and Electric, the townsfolk are reluctant to agree. When they turn on the idea, Masry brings up Love Canal, as an example where going to trial would be more time-consuming and difficult, explaining that many plaintiffs still had open cases being settled or appealed. When the film was set, in 1993, litigation for Love Canal was still ongoing, despite coming to public and government attention in the late 1970s.
See also
102nd Street chemical landfill, a landfill located immediately to the south of Love Canal.
Cancer Alley (in Louisiana)
Mossville, Louisiana
Landfills in the United States
Spring Valley, Washington, D.C.
Times Beach, Missouri
Valley of the Drums
Centralia, Pennsylvania and its mine fire
William Ginsberg, member of New York State task force investigating Love Canal in 1979, and author of state report.
The Killing Ground
References
Bibliography
Google books
Google books
External links
Love Canal Collections in the University Archives, University at Buffalo Libraries
Adeline Levine Love Canal Papers: An inventory at EmpireADC.org, courtesy of the Buffalo History Museum
Love Canal Medical Fund, Inc.
New York Heritage: Love Canal Images
2008 Follow Up Study
Canals in New York (state)
Disasters in New York (state)
Environmental issues in New York (state)
Environmental controversies
Environmental disasters in the United States
Forcibly depopulated communities in the United States
Health disasters in the United States
Former landfills in the United States
Neighborhoods in Niagara Falls, New York
Pollution in the United States
Superfund sites in New York (state)
Waste disposal incidents in the United States
Environmental disaster ghost towns
1976 in the environment
1978 in the environment
Urban decay in the United States
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https://en.wikipedia.org/wiki/Sofia%20Gubaidulina
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Sofia Gubaidulina
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Sofia Asgatovna Gubaidulina ( , ; born 24 October 1931) is a Soviet-Russian composer and an established international figure. Major orchestras around the world have commissioned and performed her works. She is considered one of the foremost Russian composers of the second half of the 20th century.
Family
Gubaidulina was born in Chistopol, Tatar Autonomous Soviet Socialist Republic (now the Republic of Tatarstan), Russian SFSR, to an ethnically mixed family of a Volga Tatar father and an ethnic Russian mother. Her father, Asgat Masgudovich Gubaidulin, was an engineer and her mother, Fedosiya Fyodorovna (née Yelkhova), was a teacher. After discovering music at the age of 5, Gubaidulina immersed herself in ideas of composition. While studying at the Children’s Music School with Ruvim Poliakov, Gubaidulina discovered spiritual ideas and found them in the works of composers such as Bach, Mozart, and Beethoven. Gubaidulina quickly learned to keep her spiritual interests secret from her parents and other adults since the Soviet Union was against any religious ideas. These early experiences with music and spiritual ideas led her to treat the two domains of thought as conceptually similar and explains her later striving to write music expressing and exploring spiritually based concepts.
Gubaidulina has married three times.
Career
She studied composition and piano at the Kazan Conservatory, graduating in 1954. During her early conservatory years, Western contemporary music was banned nearly entirely from study, an unusual exception being Bartók. Raids even took place in the dormitory halls, where searches were conducted for banned scores, Stravinsky being the most infamous and sought after. Gubaidulina and her peers procured and studied modern Western scores nonetheless. "We knew Ives, Cage, we actually knew everything on the sly." In Moscow she undertook further studies at the Conservatory with Nikolay Peyko until 1959, and then with Vissarion Shebalin until 1963. She was awarded a Stalin fellowship. Her music was deemed "irresponsible" during her studies in Soviet Russia, due to its exploration of alternative tunings. She was supported, however, by Dmitri Shostakovich, who in evaluating her final examination encouraged her to continue down her path despite others calling it "mistaken". She was allowed to express her modernism in various scores she composed for documentary films, including the 1963 production, On Submarine Scooters, a 70mm film shot in the unique Kinopanorama widescreen format. She also composed the score to the well-known Russian animated picture "Adventures of Mowgli" (a rendition of Rudyard Kipling's Jungle Book).
In the mid-1970s Gubaidulina founded Astreja, a folk-instrument improvisation group with fellow composers Viktor Suslin and Vyacheslav Artyomov. In 1979, she was blacklisted as one of the "Khrennikov's Seven" at the Sixth Congress of the Union of Soviet Composers for unapproved participation in some festivals of Soviet music in the West.
Gubaidulina became better known abroad during the early 1980s through Gidon Kremer's championing of her violin concerto Offertorium. "She sprang to international fame in the late 1980s". She later composed an homage to T. S. Eliot, using the text from the poet's Four Quartets. In 2000, Gubaidulina, along with Tan Dun, Osvaldo Golijov, and Wolfgang Rihm, was commissioned by the Internationale Bachakademie Stuttgart to write a piece for the Passion 2000 project in commemoration of Johann Sebastian Bach. Her contribution was the Johannes-Passion. In 2002 she followed this by the Johannes-Ostern ("Easter according to John"), commissioned by Hannover Rundfunk. The two works together form a "diptych" on the death and resurrection of Christ, her largest work to date. Invited by Walter Fink, she was the 13th composer featured in the annual Komponistenporträt of the Rheingau Musik Festival in 2003, the first female composer of the series. Her work The Light at the End preceded Beethoven's Symphony No. 9 in the 2005 proms. In 2007 her second violin concerto In Tempus Praesens was performed at the Lucerne Festival by Anne-Sophie Mutter. Its creation has been depicted in Jan Schmidt-Garre's film Sophia – Biography of a Violin Concerto.
Since 1992, Gubaidulina has lived in Hamburg, Germany. She is a member of the musical academies in Frankfurt, Hamburg and the Royal Swedish Academy of Music.
Aesthetic
For Gubaidulina, music was an escape from the socio-political atmosphere of Soviet Russia. For this reason, she associated music with human transcendence and mystical spiritualism, which manifests itself as a longing inside the soul of humanity to locate its true being, a longing she continually tries to capture in her works. These abstract religious and mystical associations are concretized in Gubaidulina's compositions in various ways, such as writing in bowing directions that cause the performer to draw a crucifix in the seventh movement of her Ten Preludes For Solo Cello. Gubaidulina is a devout member of the Russian Orthodox church. The influence of electronic music and improvisational techniques is exemplified in her unusual combination of contrasting elements, novel instrumentation, and the use of traditional Russian folk instruments in her solo and chamber works, such as De profundis for bayan, Et expecto, sonata for bayan, and In croce for cello and organ or bayan. The koto, a traditional Japanese instrument is featured in her work In the Shadow of the Tree, in which one solo player performs three different instrument—koto, bass koto, and zheng. The Canticle of the Sun is a cello concerto/choral hybrid, dedicated to Mstislav Rostropovich. The use of the lowest possible registers on the cello opens new possibilities for the instrument while the limited use of chorus also adds a mystical ambience to the work.
Another influence of improvisation techniques can be found in her fascination with percussion instruments. She associates the indeterminate nature of percussive timbres with the mystical longing and the potential freedom of human transcendence. In an interview with the modern British composer Ivan Moody, Gubaidulina provides an explanation for how percussion is utilized in her works to show spiritualism. She says,
... percussion has an acoustic cloud around it, a cloud that cannot be analyzed. These instruments are at the boundary between palpable reality and the subconscious, because they have these acoustics. Their purely physical characteristics, of the timpani and membranophones and so on, when the skin vibrates, or the wood is touched, respond. They enter into that layer of our consciousness which is not logical, they are at the boundary between the conscious and the subconscious.
She was also preoccupied by experimentation with non-traditional methods of sound production, and as already mentioned, with unusual combinations of instruments, e.g. Concerto for Bassoon and Low Strings (1975), Detto – I, sonata for organ and percussion (1978), The Garden of Joy and Sorrow for flute, harp and viola (1980), and Descensio for 3 trombones, 3 percussionists, harp, harpsichord/celesta and celesta/piano (1981).
Gubaidulina notes that the two composers to whom she experiences a constant devotion are J. S. Bach and Anton Webern, although she had periods of devotion to Wagner, the Second Viennese School, and 16th century music, most notably Gesualdo da Venosa and Josquin des Prez. Among some non-musical influences of considerable import are Carl Jung (Swiss thinker and founder of analytical psychology) and Nikolai Berdyaev (Russian religious philosopher, whose works were forbidden in the USSR, but nevertheless found and studied by the composer).
Style
A profoundly spiritual person, Gubaidulina defines "re-ligio" as re-legato or as restoration of the connection between oneself and the Absolute. She finds this re-connection through the artistic process and has developed a number of musical symbols to express her ideals. She does it through narrower means of intervallic and rhythmic relationship within the primary material of her works, by seeking to discover the depth and mysticism of the sound, as well as on a larger scale, through carefully thought architecture of musical form.
Gubaidulina's music is characterised by the use of unusual instrumental combinations. In Erwartung combines percussion (bongos, güiros, temple blocks, cymbals and tam-tams among others) and saxophone quartet.
Melodically, Gubaidulina's is characterized by the frequent use of intense chromatic motives rather than long melodic phrases. She often treats musical space as a means of attaining unity with the divine—a direct line to God—concretely manifest by the lack of striation in pitch space. She achieves this through the use of micro-chromaticism (i.e., quarter tones) and frequent glissandi, exemplifying the lack of "steps" to the divine. This notion is furthered by her extreme dichotomy characterized by chromatic space vs. diatonic space viewed as symbols of darkness vs. light and human/mundane vs. divine/heavenly. Additionally, the use of short motivic segments allows her to create a musical narrative that is seemingly open-ended and disjunct rather than smooth. Finally, another important melodic technique can be seen with her use of harmonics. When talking about her piece Rejoice!, sonata for violin and violoncello, Gubaidulina explains,
The possibility for string instruments to derive pitches of various heights at one and the same place on the string can be experienced in music as the transition to another plane of existence. And that is joy.
Rejoice! uses harmonics to represent joy as an elevated state of spiritual thought.
Harmonically, Gubaidulina's music resists traditional tonal centers and triadic structures in favor of pitch clusters and intervallic design arising from the contrapuntal interaction between melodic voices. For example, in the Cello Concerto Detto-2 (1972) she notes that a strict and progressive intervallic process occurs, in which the opening section utilizes successively wider intervals that become narrower toward the last section.
Rhythmically, Gubaidulina places significant stress on the fact that temporal ratios should not be limited to local figuration; rather, the temporality of the musical form should be the defining feature of rhythmic character. As Gerard McBurney states:
In conversation she is most keen to stress that she cannot accept the idea (a frequent post-serial one) of rhythm or duration as the material of a piece. ... To her, rhythm is nowadays a generating principle as, for instance, the cadence was to tonal composers of the Classical period; it therefore cannot be the surface material of a work. ... [S]he expresses her impatience with Messiaen, whose use of rhythmic modes to generate local imagery, she feels, restricts the effectiveness of rhythm as an underlying formal level of the music.
To this end, Gubaidulina often devises durational ratios in order to create the temporal forms for her compositions. Specifically, she often utilizes elements of the Fibonacci sequence or the golden ratio, in which each succeeding element is equal to the sum of the two preceding elements (i.e., 0, 1, 1, 2, 3, 5, 8, etc.). This numerical layout represents the balanced nature in her music through a sense of cell multiplication between live and non-live substances. She believes that this abstract theory is the foundation of her personal musical expression. The golden ratio between the sections are always marked by some musical event, and the composer explores her fantasy fully in articulating this moment.
The first work in which Gubaidulina experiments with this concept of proportionality is Perceptions for Soprano, Baritone, and Seven String Instruments (1981, rev. 1983–86). The 12th movement, "Montys Tod" (Monty's Death), uses the Fibonacci series in its rhythmical structure with the number of quarter notes in individual episodes corresponding to numbers from Fibonacci series.
In the early 1980s, she began to use the Fibonacci sequence as a way of structuring the form of the work. Her use of the Fibonacci sequence to determine phrase and rhythm length replaces traditional form, creating a new form which to her is more spiritually in tune. Gubaidulina also experimented with other like series, including the Lucas Series which begins by adding 2 instead of 1 to the initial value; the only thing setting it apart from Fibonacci. These forms are still fluid, as every other movement in her symphony Stimmen... Verstummen... follows the Fibonacci form. "It is a game!", she would claim. Later the Lucas and Evangelist series, sequences derived from that of Fibonacci, were added to her repertoire.
Valentina Kholopova, Gubaidulina's close friend and colleague, outlined the composer's form techniques in detail. In addition to using the Fibonacci among other number sequences, Kholopova describes Gubaidulina's use of "expression parameters"; being articulation, melody, rhythm, texture, and composition. The name suggests the immediate effects of each parameter on the listener. Each of these exists on a scale of consonance to dissonance, together forming the "parameter complex". For example, she describes a consonant articulation as legato, and a dissonant one as staccato, but each of these can change from piece to piece.
According to Kholopova, music from before the 20th century left the responsibility of articulation to the performer, while now it begs to be more heavily illustrated by the composer. She also cites the writings of Viktor Bobrovski on his research on macrothemes, or central ideas that may occupy larger frames of time, such as entire sections of a piece. With this scale, pieces such as her Concordanza assume a mosaic form held together by Fibonacci-derived groupings of expression parameters, "modulating" between consonance and dissonance. This technique appears most clearly in her Ten Preludes for Solo Cello as six of its movements are names after modulation between parameters, and two being single parameters. Kholopova proposed that this scale could be used to analyze the music of any 20th century composer focused on texture, timbre and color, and that it is but one way to analyze music, signalling a continuing progression, catalyzed, according to Gubaidulina, by Webern.
Piano music
Gubaidulina's entire piano output belongs to her earlier compositional period and consists of the following works: Chaconne (1962), Piano Sonata (1965), Musical Toys (1968), Toccata-Troncata (1971), Invention (1974) and Piano Concerto "Introitus" (1978). Some of the titles reveal her interest in baroque genres and the influence of J. S. Bach.
The Piano Sonata is dedicated to Henrietta Mirvis, a pianist greatly admired by the composer. The work follows the classical formal structure in 3 movements: Allegro (sonata form), Adagio, and Allegretto. Four motives (pitch sets) are utilized throughout the entire sonata, which also constitute the cyclical elements upon which the rhetoric of the piece is constructed. Each motive is given a particular name: "spring", "struggle", "consolation", and "faith".
There are two elements in the primary thematic complex of the first movement: (1) a "swing" theme, characterized by syncopation and dotted rhythms and (2) a chord progression, juxtaposing minor and major seconds over an ostinato pattern in the left hand. The slower secondary theme introduces a melodic element associated with the ostinato element of the previous theme.
In the development section, these sets are explored melodically, while the dotted rhythm figure gains even more importance. In the recapitulation, the chord progression of the first thematic complex is brought to the higher registers, preparing the coda based on secondary theme cantabile element, which gradually broadens.
The second movement shifts to a different expressive world. A simple ternary form with a cadenza–AB (cadenza) A, the B section represents an acoustic departure as the chromatic figurations in the left hand, originating in section A, are muted.
In the cadenza the performer improvises within a framework given by the composer, inviting a deeper exploration of the secrets of sound. It consists of two alternating elements– open-sounding strings, stroke by fingers, with no pitch determination, and muted articulation of the strings in the bass register—separated by rests marked with fermatas. The third movement is constructed of 7 episodes, in which there is a continuous liberation of energy accumulated during the previous movement.
Two distinct aspects of the sonata—the driving force and the meditative state—can be seen through the architecture of the work as portraying the image of the cross. The first movement is related to the "horizontal" line, which symbolizes human experience while the second movement reflects the "vertical" line, which represents man's striving for full realization in the Divine. The meeting point of these two lines in music happens at the end of second movement, and that reflects transformation of the human being at crossing these two dimensions. The third movement "celebrates the newly obtained freedom of the spirit".
The Steinway grand piano she has in her home was a gift from Rostropovich.
Awards and recognition
Prix de Monaco (1987)
Premio Franco Abbiati (1991)
Heidelberger Künstlerinnenpreis (1991)
Russian State Prize (1992)
Koussevitzky International Record Award (in 1989 and 1994)
Ludwig-Spohr-Preis der Stadt Braunschweig (1995)
Kulturpreis des Kreises Pinneberg (1997)
Praemium Imperiale in Japan (1998)
Léonie Sonning Music Prize in Denmark (1999)
Preis der Stiftung Bibel und Kultur (1999)
Goethe-Medaille der Stadt Weimar (2001)
Moscow Silenzio-Preis (2001)
Polar Music Prize in Sweden (2002)
Great Distinguished Service Cross of the Order of Merit of the Federal Republic of Germany (2002)
Living Composer Prize of the Cannes Classical Awards in 2003
Europäischer Kulturpreis (2005)
Russian Cultural Prize "Triumph" (2007)
Bach Prize of the Free and Hanseatic City of Hamburg (2007)
Honour Prize of the Moscow Regiment and the International Council of Russian Compatriots "The Compatriot of the Year – 2007".
In 2001 she became honour professor of the Kazan Conservatory. In 2005 she was elected as a foreign honorary member of the American Academy of Arts and Letters. In 2009, she became Dr. honoris causa of Yale University.
In 2011 she was awarded a Doctor of Humane Letters honorary degree from the University of Chicago.
On 4 October 2013, Gubaidulina became the recipient of the Golden Lion for Lifetime Achievement for the Music section of the Venice Biennale.
She has won the BBVA Foundation Frontiers of Knowledge Award (2016) in the contemporary music category. The jury in its citation praised the "outstanding musical and personal qualities" of the Russian composer, and the "spiritual quality" of her work.
On 27 February 2017, Gubaidulina was awarded an honorary doctor of music degree by the New England Conservatory, in Boston.
Her 90th birthday in October 2021 was celebrated by the Gewandhaus Orchestra of Leipzig's release of three of her pieces. She was also celebrated in a week of chamber and orchestral music. In November, to mark the occasion, she was selected as Composer of the Week on the long running show of the same name on BBC Radio 3.
Works
Orchestral
Fairytale Poem for orchestra (1971)
Revue Music for symphony orchestra and jazz band (1976, rev. 1995, 2002)
Te Salutant, capriccio for large orchestra (1978)
Stimmen... Verstummen... symphony in twelve movements (1986)
Pro et Contra for large orchestra (1989)
The Unasked Answer (Antwort ohne Frage) collage for three orchestras (1989)
Stufen for orchestra and 7 reciters (1992)
Figures of Time (Фигуры времени) for large orchestra (1994)
The Rider on the White Horse for large orchestra and organ (2002)
The Light of the End (Свет конца) for large orchestra (2003)
Feast During a Plague for large orchestra (2006)
Der Zorn Gottes for orchestra (2020)
Concertante
Detto II for cello and ensemble (1972)
Concerto for bassoon and low strings (1975)
Introitus concerto for piano and chamber orchestra (1978)
Offertorium (Жертвоприношение) concerto for violin and orchestra (1980, rev. 1982, 1986)
Sieben Worte for cello, bayan, and strings (1982)
And: The Feast is in Full Procession (И: Празднество в разгаре) for cello and orchestra (1993)
Music for Flute, Strings, and Percussion (1994)
Impromptu for flute (flute and alto flute), violin, and strings (1996)
Concerto for viola and orchestra (1996)
The Canticle of the Sun of St Francis of Assisi for cello, chamber choir and percussion (1997)
Two Paths: A Dedication to Mary and Martha for two viola solo and orchestra (1998)
Im Schatten des Baumes (В тени под деревом) for koto, bass koto, zheng, and orchestra (1998)
Under the Sign of Scorpio variants on six hexachords for bayan and large orchestra (2003)
...The Deceitful Face of Hope and Despair for flute and orchestra (2005)
In Tempus Praesens, concerto for violin and orchestra (2007)
Glorious Percussion, concerto for percussion and orchestra (2008)
Fachwerk, concerto for bayan, percussion and strings (2009)
Warum? for flute, clarinet and string orchestra (2014)
Concerto for violin, cello and bayan (2017)
Dialog: Ich und Du, concerto for violin and orchestra (2018)
Vocal/choral
Phacelia, vocal cycle for soprano and orchestra based on Mikhail Prishvin's poem (1956)
Night in Memphis, cantata for mezzo-soprano, orchestra and male choir on tape (1968)
Rubaijat, cantata for baryton and chamber ensemble (1969)
Roses for soprano and piano (1972)
Counting Rhymes for voice and piano (1973)
Hour of the Soul poem by Marina Tsvetaeva for large wind orchestra and mezzo-soprano/contralto (1974), for percussion, mezzo-soprano, and large orchestra (1976)
Laudatio Pacis, oratorio for soprano, alto, tenor, bass, speaker, 3 mixed choirs and large orchestra without strings (1975)
Perception for soprano, baritone (speaking voices) and 7 string instruments (1981, rev. 1983, 1986)
Hommage à Marina Tsvetayeva for a cappella choir (1984)
Letter to the Poetess Rimma Dalo for soprano and cello (1985)
Ein Walzerpass nach Johann Strauss for soprano and octet, also arranged for piano and string quintet (1987)
Hommage à T.S. Eliot for soprano and octet (1987)
Two Songs on German Folk Poetry for (mezzo-)soprano, flute, harpsichord and cello (1988)
Jauchzt vor Gott for mixed choir and organ (1989)
Alleluja for mixed chorus, boy soprano, organ and large orchestra (1990)
Aus dem Stundenbuch on a text of Rainer Maria Rilke for cello, orchestra, male choir, and a woman speaker (1991)
Lauda for alto, tenor, baritone, narrator, mixed choir, and large orchestra (1991)
Jetzt immer Schnee (Теперь всегда снега) on verses of Gennadi Aigi for chamber ensemble and chamber choir (1993)
Ein Engel for contralto and double bass (1994)
Aus den Visionen der Hildegard von Bingen for contralto (1994)
Galgenlieder à 3 fifteen pieces for mezzo-soprano, percussion, and contrabass (1996)
Galgenlieder à 5 fourteen pieces for mezzo-soprano, flute, percussion, bayan, and contrabass (1996)
Sonnengesang, St. Francis of Assisi’s Canticle of the Sun for violoncello, mixed choir and percussion (1997)
Johannes-Passion for soprano, tenor, baritone, bass, two mixed choirs, organ, and large orchestra (2000)
Johannes-Ostern for soprano, tenor, baritone, bass, two mixed choirs, organ, and large orchestra (2001)
O Komm, Heiliger Geist for soprano, bass, mixed choir and orchestra (2015)
Über Liebe und Hass for soprano, tenor, baritone, bass, two mixed choirs and orchestra, in 9 movements (2015, rev. 2016) and in 15 movements (2016, rev. 2018)
Solo instrumental
Serenade for guitar (1960)
Chaconne for piano (1963)
Piano Sonata (1965)
Toccata for guitar (1969)
Musical Toys for piano (1969)
Toccata-Troncata for piano (1971)
Ten Preludes for cello (1974), also version as Eight Etudes for double bass (2009)
Invention for piano (1974)
Hell und Dunkel for organ (1976)
Sonatina for flute (1978)
De Profundis for bayan (1978)
Et Exspecto, sonata for bayan (1986)
Ritorno perpetuo for harpsichord (1997)
Cadenza for bayan (2003, rev. 2011)
Chamber/ensemble
Quintet for piano, two violins, viola, and cello (1957)
Allegro Rustico for flute and piano (1963)
Five Etudes for harp, double bass and percussion (1965)
Pantomime for double bass and piano (1966)
Musical Toys fourteen piano pieces for children (1969)
Vivente – Non Vivente for electronics (1970)
Concordanza for chamber ensemble (1971)
String Quartet No. 1 (1971)
Music for Harpsichord and Percussion Instruments from Mark Pekarsky’s Collection (1971, rev. 1973)
Rumore e silenzio for percussion and harpsichord (1974)
Quattro for two trumpets and two trombones (1974)
Sonata for double bass and piano (1975)
Two Ballads for two trumpets and piano (1976)
Dots, Lines and Zigzag for bass clarinet and piano (1976)
Trio for three trumpets (1976)
Lied ohne Worte (Songs without words) for trumpet and piano (1977)
On Tatar Folk Themes for domra and piano (1977)
Duo sonata for two bassoons (1977)
Lamento for tuba and piano (1977)
Misterioso for 7 percussionists (1977)
Quartet for four flutes (1977)
Detto I, sonata for organ and percussion (1978)
Sounds of the Forest for flute and piano (1978)
Two Pieces for horn and piano (1979)
In Croce for cello and organ (1979), for bayan and cello (1991)
Jubilatio for 4 percussionists (1979)
Garten von Freuden und Traurigkeiten for flute, viola, harp and narrator (1980)
Descensio for 3 trombones, 3 percussionists, harp, harpsichord and piano (1981)
Rejoice!, sonata for violin and cello (1981)
Swan, Crab and Pike, march for brass ensemble and percussion (1982)
In the Beginning There was Rhythm for seven percussionists (1984)
Quasi hoquetus for viola, bassoon, and piano (1984)
String Quartet No. 2 (1987), appears on Short Stories
String Quartet No. 3 (1987)
String Trio (1988)
Ein Walzerpass nach Johann Strauss for piano and string quintet, arranged from version for soprano and octet (1989)
Hörst Du uns, Luigi? Schau mal, welchen Tanz eine einfache Holzrassel für Dich vollführt (Слышишь ты нас, Луиджи? Вот танец, который танцует для тебя обыкновенная деревянная трещотка) for six percussionists (1991)
Gerade und ungerade (Чет и нечет) for seven percussionists, including cymbalom (1991)
Silenzio for bayan, violin, and cello (1991)
Tartarische Tanz for bayan and two contrabass (1992)
Dancer on a Tightrope (Der Seiltänzer) for violin and string piano (1993)
Meditation über den Bach-Choral "Vor deinen Thron tret' ich hiermit" for harpsichord, two violins, viola, cello, and contrabass (1993)
... Early in the Morning, Right before Waking ... for three 17-string Japanese bass kotos and four 13-string Japanese kotos (1993)
String Quartet No. 4 (a triple quartet for quartet, two taped quartets and ad libitum colored lights, dedicated to the Kronos Quartet) (1993)
In Erwartung (В ожидании) for saxophone quartet and six percussionists (1994)
Aus der Visionen der Hildegard von Bingen for alto (1994)
Quaternion for cello quartet (1996)
Risonanza for three trumpets, four trombones, organ, and six strings (2001)
Reflections on the theme B–A–C–H for string quartet (2002)
Mirage: The Dancing Sun for eight violoncelli (2002)
On the Edge of Abyss for seven violoncelli and two waterphones (2002)
Verwandlung (Transformation) for trombone, saxophone quartet, cello, double bass, and tam-tam (2005)
The Lyre of Orpheus for violin, percussion, and strings (2006)
Ravvedimento for cello and quartet of guitars (2007)
Pentimento, an arrangement for double-bass and three guitars (2007)
Repentance, an arrangement for cello, double-bass and three guitars (2008)
Fantasia on the Theme S–H–E–A for two pianos tuned a quarter-tone apart (2008)
Sotto voce, for viola, double-bass and two guitars (2010/2013)
Labyrinth, for 12 celli (2011)
So sei es, for violin, double-bass, piano, and percussion (2013)
Pilgrims for violin, double bass, piano and two percussionists (2014)
Einfaches Gebet, Low Mass for narrator, two celli, double bass, piano and two percussionists (2016)
Arrangements
Le Grand Tango by Astor Piazzolla, for violin and piano (1995)
Film scores (partial list from more than 30 films)
Gubaidulina considers the following four works the most important in this genre:
The Circus Tent by Ideya Garanina (1981)
Veliki Samoyed by Arkadi Kordon (1981)
The University Chair by Ivan Kiasashvili (1982)
The Scarecrow by Rolan Bykov (1984)
Other works include:
Adventures of Mowgli (1967–1971)
The Kreutzer Sonata (1987)
The Cat Who Walked by Herself (1988)
Mary Queen Of Scots (2013)
A more complete list of her scores for animated films may be found on her profile at Animator.ru.
Discography
Solo Piano Works (1994: Sony SK 53960). "Chaconne" (1962), "Sonata" (1965) and "Musical Toys" (1968), performed by Andreas Haefliger, and "Introitus": Concerto for Piano and Chamber Orchestra (1978), Andreas Haefliger with the NDR Radiophilharmonie conducted by Bernhard Klee.
The Canticle of the Sun (1997) and Music for Flute, Strings, and Percussion (1994). The first performed by cellist and conductor Mstislav Rostropovich and London Voices conducted by Ryusuke Numajiri, the second by flutist Emmanuel Pahud and the London Symphony Orchestra conducted by Rostropovich. Gubaidulina attended the recording of both pieces.
Johannes-Passion (2000). Performed by Natalia Korneva, soprano; Viktor Lutsiuk, tenor; Fedor Mozhaev, baritone; Genady Bezzubenkov, bass; Saint Petersburg Chamber Choir (dir. Nikolai Kornev); Choir of the Mariinsky Theatre Saint Petersburg (dir. Andrei Petrenko); Mariinsky Theatre Orchestra Saint Petersburg conducted by Valery Gergiev. World premiere recorded live at the European Music Festival in Stuttgart, September 9, 2000.
References
Sources
External links
Classical.net: Sofia Gubaidulina
Schirmer: Sofia Gubaidulina
Hans Sikorski: Sofia Gubaidulina
Sofia Gubaidulina on the Official site of the Moscow Regiment
Sofia Gubaidulina on the Site "Krugosvet"
Interview with Sofia Gubaidulina, 18 April 1997
1931 births
20th-century classical composers
21st-century classical composers
Deutsche Grammophon artists
Eastern Orthodox Christians from Russia
German electronic musicians
Knights Commander of the Order of Merit of the Federal Republic of Germany
Living people
Members of the Academy of Arts, Berlin
Kazan Conservatory alumni
Moscow Conservatory alumni
People from Chistopol
Recipients of the Léonie Sonning Music Prize
Recipients of the Pour le Mérite (civil class)
Recipients of the Praemium Imperiale
Royal Philharmonic Society Gold Medallists
Russian classical composers
Russian expatriates in Germany
Russian women classical composers
Russian Orthodox Christians from Russia
Soviet women classical composers
Tatar Christians
Tatar people of Russia
Volga Tatar people
Tatar composers
20th-century women composers
21st-century women composers
Tatar people of the Soviet Union
Musicians from Tatarstan
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https://en.wikipedia.org/wiki/University%20of%20Illinois%20Urbana-Champaign
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University of Illinois Urbana-Champaign
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The University of Illinois Urbana-Champaign (U of I, Illinois, University of Illinois, or UIUC) is a public land-grant research university in Champaign, Illinois, and Urbana, Illinois. It is the flagship institution of the University of Illinois system and was founded in 1867. With over 56,000 students, the University of Illinois is one of the largest public universities by enrollment in the United States.
The university contains 16 schools and colleges and offers more than 150 undergraduate and over 100 graduate programs of study. The university holds 651 buildings on and its annual operating budget in 2016 was over $2 billion. The University of Illinois Urbana-Champaign also operates a Research Park home to innovation centers for over 90 start-up companies and multinational corporations.
The University of Illinois Urbana-Champaign is a member of the Association of American Universities and is classified among "R1: Doctoral Universities – Very high research activity". In fiscal year 2019, research expenditures at Illinois totaled $652 million. The campus library system possesses the fourth-largest university library in the United States by holdings. The university also hosts the National Center for Supercomputing Applications and is home to the fastest supercomputer on a university campus.
Illinois athletic teams compete in Division I of the NCAA and are collectively known as the Fighting Illini. They are members of the Big Ten Conference and have won the second-most conference titles. Illinois Fighting Illini football won the Rose Bowl Game in 1947, 1952, 1964 and a total of five national championships. Illinois athletes have won 29 medals in Olympic events. The alumni, faculty members, or researchers of the university include 30 Nobel laureates, 27 Pulitzer Prize winners, two Fields medalists, and two Turing Award winners.
History
Illinois Industrial University
The University of Illinois, originally named "Illinois Industrial University", was one of the 37 universities created under the first Morrill Land-Grant Act, which provided public land for the creation of agricultural and industrial colleges and universities across the United States. Among several cities, Urbana was selected in 1867 as the site for the new school. From the beginning, President John Milton Gregory's desire to establish an institution firmly grounded in the liberal arts tradition was at odds with many state residents and lawmakers who wanted the university to offer classes based solely around "industrial education". The university opened for classes on March 2, 1868, and had two faculty members and 77 students.
The Library, which opened with the school in 1868, started with 1,039 volumes. Subsequently, President Edmund J. James, in a speech to the board of trustees in 1912, proposed to create a research library. It is now one of the world's largest public academic collections. In 1870, the Mumford House was constructed as a model farmhouse for the school's experimental farm. The Mumford House remains the oldest structure on campus. The original University Hall (1871) was the fourth building built; it stood where the Illini Union stands today.
University of Illinois
In 1885, the Illinois Industrial University officially changed its name to the "University of Illinois", reflecting its agricultural, mechanical, and liberal arts curriculum.
During his presidency, Edmund J. James (1904–1920) is credited for building the foundation for the large Chinese international student population on campus. James established ties with China through the Chinese Minister to the United States Wu Ting-Fang. In addition, during James's presidency, class rivalries and Bob Zuppke's winning football teams contributed to campus morale.
Alma Mater, a prominent statue on campus created by alumnus Lorado Taft, was unveiled on June 11, 1929. It was established from donations by the Alumni Fund and the classes of 1923–1929.
The Great Depression slowed construction and expansion on the campus. The university replaced the original university hall with Gregory Hall and the Illini Union. After World War II, the university experienced rapid growth. The enrollment doubled and the academic standing improved. This period was also marked by large growth in the Graduate College and increased federal support of scientific and technological research. During the 1950s and 1960s the university experienced the turmoil common on many American campuses. Among these were the water fights of the fifties and sixties.
University of Illinois Urbana-Champaign
By 1967, the University of Illinois system consisted of a main campus in Champaign-Urbana and two Chicago campuses, Chicago Circle (UICC) and Medical Center (UIMC), and people began using "Urbana-Champaign" or the reverse to refer to the main campus specifically. The university name officially changed to the "University of Illinois Urbana-Champaign" by 1977. While this was a reversal of the commonly used designation for the metropolitan area (Champaign-Urbana), most of the campus is located in Urbana. The name change established a separate identity for the main campus within the University of Illinois system, which today includes campuses in Springfield (UIS) and Chicago (UIC) (formed by the merger of UICC and UIMC).
In 1998, the Hallene Gateway Plaza was dedicated. The Plaza features the original sandstone portal of University Hall, which was originally the fourth building on campus. In recent years, state support has declined from 4.5% of the state's tax appropriations in 1980 to 2.28% in 2011, a nearly 50% decline. As a result, the university's budget has shifted away from relying on state support with nearly 84% of the budget coming from other sources in 2012.
On March 12, 2015, the Board of Trustees approved the creation of a medical school, the first college created at Urbana-Champaign in 60 years. The Carle Illinois College of Medicine began classes in 2018.
Philanthropy
Over the last twenty years state funding for the university has fallen. Private philanthropy increasingly supplements revenue from tuition and state funding, providing about 19% of the annual budget in 2012. Notable among significant donors, alumnus entrepreneur Thomas M. Siebel has committed nearly $150 million to the university, including $36 million to build the Thomas M. Siebel Center for Computer Science and $25 million to build the Siebel Center for Design. Further the Grainger Foundation (founded by alumnus W. W. Grainger) has contributed more than $300 million to the university over the last half-century, including donations for the construction of the Grainger Engineering Library. Larry Gies and his wife Beth donated $150 million in 2017 to the shortly thereafter renamed Gies College of Business.
Campus
The main research and academic facilities are divided almost evenly between the twin cities of Urbana and Champaign, which form part of the Champaign–Urbana metropolitan area. Some parts are in Urbana Township.
Four main quads compose the center of the university and are arranged from north to south. The Beckman Quadrangle and the John Bardeen Quadrangle occupy the center of the Engineering Campus. Boneyard Creek flows through the John Bardeen Quadrangle, parallel to Green Street. The Beckman Quadrangle, named after Arnold Orville Beckman, is primarily composed of research units and laboratories, and features a large solar calendar consisting of an obelisk and several copper fountains. The Main Quadrangle and South Quadrangle follow immediately after the John Bardeen Quad. The former makes up a large part of the Liberal Arts and Sciences portion of the campus, while the latter comprises many of the buildings of the College of Agriculture, Consumer, and Environmental Sciences (ACES) spread across the campus map.
Additionally, the research fields of the College of ACES stretch south from Urbana and Champaign into Savoy and Champaign County. The university also maintains formal gardens and a conference center in nearby Monticello at Allerton Park.
The campus is known for its landscape and architecture, as well as distinctive landmarks. It was identified as one of 50 college or university "works of art" by T.A. Gaines in his book The Campus as a Work of Art. The campus also has a number of buildings and sites on the U.S. National Register of Historic Places including Harker Hall, the Astronomical Observatory, Louise Freer Hall, the Main Library, the Experimental Dairy Farm Historic District, and the Morrow Plots. University of Illinois Willard Airport is one of the few airports owned by an educational institution.
Sustainability
In 2008, the University of Illinois Urbana-Champaign became a signatory of the American College and University Presidents' Climate Commitment, binding the campus to the goal of carbon neutrality as soon as possible. In 2010, the first Illinois Climate Action Plan (iCAP) was written to chart a path to this goal. The iCAP is a strategic framework for meeting the university's Climate Leadership Commitments to be carbon-neutral by 2050 or sooner and build resilience with its local community. Since then, the iCAP has been rewritten every five years to track the university's progress.
In December 2013, the University of Illinois launched the Institute for Sustainability, Energy, and Environment (iSEE) on the Urbana-Champaign campus. The institute, under the Vice Chancellor for Research and Innovation, leads an interdisciplinary approach to researching solutions for the world's most pressing sustainability, energy, and environmental needs. In addition, iSEE has engaged students, faculty, staff, and campus leadership in the iCAP process — especially in the areas of zero waste and conservation of energy, food, water, land, and natural resources — as well as sustainability outreach and immersive educational programs.
In her remarks on being named Director of iSEE in 2022, Professor of Agricultural and Consumer Economics Madhu Khanna explained: "We aim to position campus to play a transformative role in moving us all to a more sustainable future."
In 2022, new solar and geothermal energy projects, a reduction in water use, and wide-ranging sustainability research helped the University of Illinois Urbana-Champaign earn its fifth consecutive gold certification in the Sustainability Tracking, Assessment & Rating System (STARS). Illinois has consistently achieved gold certification since it began reporting data through STARS in 2013, and the 2022 score was one of its highest to date.
Currently, the campus features 27 LEED certified buildings.
Academics
Admissions
Undergraduate
The 2015 annual ranking of U.S. News & World Report categorizes the University of Illinois Urbana-Champaign as "more selective." For the Class of 2025 (enrolled Fall 2021), UIUC received 47,593 applications and accepted 28,395 (59.7%). Of those accepted, 8,303 enrolled, a yield rate (the percentage of accepted students who choose to attend the university) of 29.2%. UIUC's freshman retention rate is 93.5%, with 84.9% going on to graduate within six years.
Of the 43% of the incoming freshman class who submitted SAT scores; the middle 50 percent Composite scores were 1340–1510. Of the 24% of enrolled freshmen in 2021 who submitted ACT scores; the middle 50 percent Composite score was between 29 and 34. In the 2020–2021 academic year, 28 freshman students were National Merit Scholars.
Admissions differ greatly between the different colleges in the university. While the overall admit rate is 37.5% (first-choice), the most selective college, the College of Engineering, has an admit rate of 23.2% (for first-choice major). Certain in-demand majors like Computer Science (the university’s program being ranked in the top five nationwide) can be extremely competitive, with an acceptance rate of less than 6.8%, and average freshman ACT composite score of 33.7.
In 2009, an investigation by The Chicago Tribune reported that some applicants "received special consideration" for acceptance between 2005 and 2009, despite having sub-par qualifications. This incident was known was the University of Illinois clout scandal.
Academic divisions
The university offers more than 150 undergraduate and 100 graduate and professional programs in over 15 academic units, among several online specializations such as Digital Marketing and an online MBA program launched in January 2016. In 2015, the university announced its expansion to include an engineering-based medical program, which would be the first new college created in Urbana-Champaign in 60 years. The university also offers undergraduate students the opportunity for graduation honors. University Honors is an academic distinction awarded to the highest achieving students. To earn the distinction, students must have a cumulative grade point average of a 3.5/4.0 within the academic year of their graduation and rank within the top 3% of their graduating class. Their names are inscribed on a Bronze Tablet that hangs in the Main Library.
Online learning
In addition to the university's Illinois Online platform, in 2015 the university entered into a partnership with the Silicon Valley educational technology company Coursera to offer a series of master's degrees, certifications, and specialization courses, currently including more than 70 joint learning classes. In August 2015, the Master of Business Administration program was launched through the platform. On March 31, 2016, Coursera announced the launch of the Master of Computer Science in Data Science from the University of Illinois Urbana-Champaign. At the time, the university's computer-science graduate program was ranked fifth in the United States by U.S. News & World Report. On March 29, 2017, the University of Illinois Urbana-Champaign launched their Master's in Accounting (iMSA) program, now called the Master of Science in Accountancy (iMSA) program. The iMSA program is led through live sessions, headed by UIUC faculty.
Similar to the university's on-campus admission policies, the online master's degrees offered by The University of Illinois through Coursera also has admission requirements. All applicants must hold a bachelor's degree, and have earned a 3.0 GPA or higher in the last two years of study. Additionally, all applicants must prove their proficiency in English.
The University of Illinois also offers online courses in partnership with Coursera, such as Marketing in a Digital World, which focuses on how digital tools like internet, smartphone and 3D printers are changing the marketing landscape.
Rankings
In the 2021 U.S. News & World Report "America's Best Colleges" report, UIUC's undergraduate program was ranked tied for 47th among national universities and tied for 15th among public universities, with its undergraduate engineering program ranked tied for 6th in the U.S. among schools whose highest degree is a doctorate.
Washington Monthly ranked UIUC 18th among 389 national universities in the U.S. for 2020, based on its contribution to the public good as measured by social mobility, research, and promoting public service. Kiplinger's Personal Finance rated Illinois 12th in its 2019 list of 174 Best Values in Public Colleges, which "measures academic quality, cost and financial aid."
The Graduate Program in Urban Planning at the College of Fine and Applied Arts was ranked 3rd nationally by Planetizen in 2015. The university was also listed as a "Public Ivy" in The Public Ivies: America's Flagship Public Universities (2001) by Howard and Matthew Greene. The Princeton Review ranked Illinois 1st in its 2016 list of top party schools.
Internationally, UIUC engineering was ranked 13th in the world in 2016 by the Academic Ranking of World Universities (ARWU) and the university 38th in 2019; the university was also ranked 48th globally by the Times Higher Education World University Rankings in 2020 and 75th in the world by the QS World University Rankings for 2020. The Center for World University Rankings (CWUR) has ranked University of Illinois Urbana-Champaign as the 20th best university in the world for 2019–20.
UIUC is also ranked 32nd in the world in Times Higher Education World Reputation Rankings for 2018. Nature Index ranks UIUC 33rd among top Academic institutions in the world.
Research
The University of Illinois Urbana-Champaign is often regarded as a world-leading magnet for engineering and sciences (both applied and basic).
According to the National Science Foundation, the university spent $625 million on research and development in 2018, ranking it 37th in the nation. It is also listed as one of the Top 25 American Research Universities by The Center for Measuring University Performance. Beside annual influx of grants and sponsored projects, the university manages an extensive modern research infrastructure. The university has been a leader in computer based education and hosted the PLATO project, which was a precursor to the internet and resulted in the development of the plasma display. Illinois was a 2nd-generation ARPAnet site in 1971 and was the first institution to license the UNIX operating system from Bell Labs.
Research Park
Located in the southwest part of campus, Research Park opened its first building in 2001 and has grown to encompass 13 buildings. Ninety companies have established roots in research park, employing over 1,400 people. Tenants of the Research Park facilities include prominent Fortune 500 companies Capital One, John Deere, State Farm, Caterpillar, and Yahoo, Inc. Companies also employ about 400 total student interns at any given time throughout the year. The complex is also a center for entrepreneurs, and has over 50 startup companies stationed at its EnterpriseWorks Incubator facility.
In 2011, Urbana, Illinois was named number 11 on Popular Mechanics' "14 Best Startup Cities in America" list, in a large part due to the contributions of Research Park's programs. The park has gained recognition from other notable publications, such as inc.com and Forbes magazine. For the 2011 fiscal year, Research Park produced an economic output of $169.5M for the state of Illinois.
National Center for Supercomputing Applications
The university hosts the National Center for Supercomputing Applications (NCSA), which created Mosaic, the first graphical web browser, the Apache HTTP server, and NCSA Telnet. The Parallel@Illinois program hosts several programs in parallel computing, including the Universal Parallel Computing Research Center. The university contracted with Cray to build the National Science Foundation-funded supercomputer Blue Waters. The system also has the largest public online storage system in the world with more than 25 petabytes of usable space. The university celebrated January 12, 1997, as the "birthday" of HAL 9000, the fictional supercomputer from the novel and film 2001: A Space Odyssey; in both works, HAL credits "Urbana, Illinois" as his place of operational origin.
Prairie Research Institute
The Prairie Research Institute is located on campus and is the home of the Illinois Natural History Survey, Illinois State Geological Survey, Illinois State Water Survey, Illinois Sustainable Technology Center, and the Illinois State Archeological Survey. Researchers at the Prairie Research Institute are engaged in research in agriculture and forestry, biodiversity and ecosystem health, atmospheric resources, climate and associated natural hazards, cultural resources and history of human settlements, disease and public health, emerging pests, fisheries and wildlife, energy and industrial technology, mineral resources, pollution prevention and mitigation, and water resources. The Illinois Natural History Survey collections include crustaceans, reptiles and amphibians, birds, mammals, algae, fungi, and vascular plants, with the insect collection is among the largest in North America. The Illinois State Geological Survey houses the legislatively mandated Illinois Geological Samples Library, a repository for drill-hole samples in Illinois, as well as paleontological collections. ISAS serves as a repository for a large collection of Illinois archaeological artifacts. One of the major collections is from the Cahokia Mounds.
Technology Entrepreneur Center
The Technology Entrepreneur Center at the University of Illinois Urbana-Champaign is a permanent center established to provide students with resources for their entrepreneurial ideas. The center offers classes, venture and product competitions, and workshops to introduce students to technology innovation and market adoption.
Events and programs hosted by the TEC include the Cozad New Venture Challenge, Silicon Valley Entrepreneurship Workshop, Illinois I-Corps, and SocialFuse. The campus-wide Cozad New Venture Challenge has been held annually since 2000. Participants are mentored in the phases of venture creation and attend workshops on idea validation, pitching skills, and customer development. In 2019, teams competed for $250,000 in funding. The Silicon Valley Workshop is a week-long workshop, occurring annually in January. Students visit startups and technology companies in the Silicon Valley and network entrepreneurial alumni from the University of Illinois Urbana-Champaign. Students are exposed to technology entrepreneurship, innovation, and leadership. The trip features corporate leaders, venture capitalists, and entrepreneurs in various stages of a startup lifecycle. Illinois I-Corps teaches National Science Foundation grantees how to learn to identify valuable product opportunities that can emerge from academic research, and gain skills in entrepreneurship through training in customer discovery and guidance from established entrepreneurs.
The program is a collaboration between the Technology Entrepreneur Center and EnterpriseWorks, with participation from the Office of Technology Management and IllinoisVentures. The program consists of three workshops over six weeks, where teams work to validate the market size, value propositions, and customer segments of their innovations.
SocialFuse is a recurring pitching and networking event where students can pitch ideas, find teammates, and network.
Center for Plasma-Material Interactions
The Center for Plasma-Material Interactions was established in 2004 by Professor David N. Ruzic to research the complex behavior between ions, electrons, and energetic atoms generated in plasmas and the surfaces of materials. CPMI encompasses fusion plasmas in its research.
Accolades
In Bill Gates' February 24, 2004, talk as part of his Five Campus Tour (Harvard, MIT, Cornell, Carnegie-Mellon and Illinois) titled "Software Breakthroughs: Solving the Toughest Problems in Computer Science," he mentioned Microsoft hires more graduates from the University of Illinois Urbana-Champaign than from any other university in the world. Alumnus William M. Holt, a senior vice-president of Intel, also mentioned in a campus talk on September 27, 2007, entitled "R&D to Deliver Practical Results: Extending Moore's Law" that Intel hires more PhD graduates from the University of Illinois Urbana-Champaign than from any other university in the country.
In 2007, the university-hosted research Institute for Condensed Matter Theory (ICMT) was launched, with the director Paul Goldbart and the chief scientist Anthony Leggett. ICMT is currently located at the Engineering Science Building on campus.
The University Professional and Continuing Education Association (UPCEA), which recognizes excellence in both individual and institutional achievements, has awarded two awards to U of I.
Discoveries and innovation
Natural sciences
BCS theory – John Bardeen, in collaboration with Leon Cooper and his doctoral student John Robert Schrieffer, proposed the standard theory of superconductivity known as the BCS theory. They shared the Nobel Prize in Physics 1972 for their discovery.
Sweet corn – John Laughnan produced corn with higher-than-normal levels of sugar while he was a professor at the university.
Computer & applied sciences
ILLIAC I – Illinois Automatic Computer, a pioneering computer built in 1952 by the University of Illinois, was the first computer built and owned entirely by a US educational institution. Lejaren Hiller, in collaboration with Leonard Issacson, programmed the ILLIAC I computer to generate compositional material for his String Quartet No. 4.
ILLIAC Suite – is a 1957 composition for string quartet which is generally agreed to be the first score composed by an electronic computer.
LLVM – compiler infrastructure project (formerly Low Level Virtual Machine). Vikram Adve and Chris Lattner started development as a research assistant and M.Sc. student.
Mosaic – The first successful consumer web browser was developed at the National Center for Supercomputing Applications at the University of Illinois Urbana-Champaign in 1993.
PLATO – Programmed Logic for Automatic Teaching Operations was the first generalized computer assisted instruction system. Starting in 1960, it ran on the University of Illinois' ILLIAC I computer. By the late 1970s, it supported several thousand graphics terminals distributed worldwide, running on nearly a dozen different networked mainframe computers. Many modern concepts in multi-user computing were developed on PLATO, including forums, message boards, online testing, e-mail, chat rooms, picture languages, instant messaging, remote screen sharing, and multiplayer video games.
Touchscreens and Plasma displays – developed by Donald Bitzer in the 1960s.
Talkomatic is an online chat system that facilitates real-time text communication among a small group of people. Created by Doug Brown and David R. Woolley in 1973 on the PLATO System.
Synchronized Sound-on-film – Joseph Tykociński-Tykociner publicly demonstrated for the first time a motion picture with a soundtrack optically recorded directly onto the film June 9, 1922.
Companies & entrepreneurship
UIUC alumni and faculty have founded numerous companies and organizations, some of which are shown below.
Student life
Student body
As of spring 2018, the university had 45,813 students. , over 10,000 students were international students, and of them 5,295 were Mainland Chinese. The university also recruits students from over 100 countries among its 32,878 undergraduate students and 10,245 graduate and professional students. The gender breakdown is 55% men, 45% women. UIUC in 2014 enrolled 4,898 students from China, more than any other American university. They comprise the largest group of international students on the campus, followed by South Korea (1,268 in fall 2014) and India (1,167). Graduate enrollment of Chinese students at UIUC has grown from 649 in 2000 to 1,973 in 2014.
Student organizations
The university has over 1,000 active registered student organizations, showcased at the start of each academic year during Illinois's "Quad Day." Registration and support is provided by the Student Programs & Activities Office, an administrative arm established in pursuit of the larger social, intellectual, and educative goals of the Illini Student Union. The Office's mission is to "enhance ... classroom education," "meet the needs and desires of the campus community," and "prepare students to be contributing and humane citizens." Beyond student organizations, The Daily Illini is a student-run newspaper that has been published for the community of since 1871. The paper is published by Illini Media Company, a not-for-profit which also prints other publications, and operates WPGU 107.1 FM, a student-run commercial radio station. The Varsity Men's Glee Club is an all-male choir at the University of Illinois that was founded in 1886. The Varsity Men's Glee Club is one of the oldest glee clubs in the United States as well as the oldest registered student organization at the University of Illinois. As of 2018, the university also has the largest chapter of Alpha Phi Omega with over 340 active members.
Greek life
There are 59 fraternities and 38 sororities on campus. Of the approximately 30,366 undergraduates, 3,463 are members of sororities and 3,674 are members of fraternities. The Greek system at the University of Illinois Urbana-Champaign has a system of self-government. While staff advisors and directors manage certain aspects of the Greek community, most of the day-to-day operations of the Greek community are governed by the Interfraternity Council and Panhellenic Council. A smaller minority of fraternities and sororities fall under the jurisdiction of the Black Greek Council and United Greek Council; the Black Greek Council serves historically black Greek organizations while the United Greek council comprises other multicultural organizations. Many of the fraternity and sorority houses on campus are on the National Register of Historic Places.
Student government
U of I has an extensive history of past student governments. Two years after the university opened in 1868, John Milton Gregory and a group of students created a constitution for a student government. Their governance expanded to the entire university in 1873, having a legislative, executive, and judicial branch. For a period of time, this government had the ability to discipline students. In 1883, however, due to a combination of events from Gregory's resignation to student-faculty infighting, the government formally dissolved itself via plebiscite.
It was not until 1934, when the Student Senate, the next university-wide student government, was created. A year before, future U of I Dean of Students, Fred H. Turner and the university's Senate Committee on Student Affairs gave increased power to the Student Council, an organization primarily known for organizing dances. A year after, the Student Council created a constitution and became the Student Senate, under the oversight of the Committee on Student Affairs. This Student Senate would last for 35 years. The Student Senate changed its purpose and name in 1969, when it became the Undergraduate Student Association (UGSA). It ceased being a representational government, becoming a collective bargaining agency instead. It often worked with the Graduate Student Association to work on various projects
In 1967, Bruce A. Morrison and other U of I graduate founded the Graduate Student Association (GSA). GSA would last until 1978, when it merged with the UGSA to form the Champaign-Urbana Student Association (CUSA). CUSA lasted for only two years when it was replaced by the Student Government Association (SGA) in 1980. SGA lasted for 15 years until it became the Illinois Student Government (ISG) in 1995. ISG lasted until 2004.
The current university student government, created in 2004, is the Illinois Student Senate, a combined undergraduate and graduate student senate with 54 voting members. The student senators are elected by college and represent the students in the Urbana-Champaign Senate (which comprises both faculty and students), as well as on a variety of faculty and administrative committees, and are led by an internally elected executive board of a President, External Vice President, Internal Vice President, and Treasurer. , the executive board is supported by an executive staff consisting of a Chief of Staff, Clerk of the Senate, Parliamentarian, Director of Communications, Intern Coordinator, and the Historian of the Senate.
Residence halls
The university provides housing for undergraduates through 24 residence halls in both Urbana and Champaign. Incoming freshmen are required to live in student housing (campus or certified) their first year on campus. The university also maintains two graduate residence halls, which are restricted to students who are sophomores or above, and three university-owned apartment complexes. Some undergraduates choose to move into apartments or the Greek houses after their first year. There are a number of private dormitories around campus, as well as 15 private, certified residences that partner with the university to offer a variety of different housing options, including ones that are cooperatives, single-gender or religiously affiliated. The university is known for being one of the first universities to provide accommodations for students with disabilities. In 2015, the University of Illinois announced that they would be naming its newest residence hall after Carlos Montezuma also known as Wassaja. Wassaja is the first Native American graduate and is believed to be one of the first Native Americans to receive a medical degree.
Libraries and museums
Among universities in North America, only the collections of Harvard are larger. Currently, the University of Illinois' 20+ departmental libraries and divisions hold more than 24 million items, including more than 12 million print volumes. , it had also the largest "browsable" university library in the United States, with 5 million volumes directly accessible in stacks in a single location. University of Illinois also has the largest public engineering library (Grainger Engineering Library) in the country. In addition to the main library building, which houses numerous subject-oriented libraries, the Isaac Funk Family Library on the South Quad serves the College of Agriculture, Consumer, and Environmental Sciences and the Grainger Engineering Library Information Center serves the College of Engineering on the John Bardeen Quad.
Residence Hall Library System is one of three in the nation. The Residence Hall Libraries were created in 1948 to serve the educational, recreational, and cultural information needs of first- and second-year undergraduate students residing in the residence halls, and the living-learning communities within the residence halls. The collection also serves University Housing staff as well as the larger campus community. The Rare Book & Manuscript Library (RBML) is one of the Special collections units within the University Library. The RBML is one of the largest special collections repositories in the United States.
The university has several museums, galleries, and archives which include Krannert Art Museum, Sousa Archives and Center for American Music and Spurlock Museum. Gallery and exhibit locations include Krannert Center for the Performing Arts and at the School of Art and Design.
The Illinois Open Publishing Network (IOPN) is hosted and coordinated by the University of Illinois Urbana-Champaign Library, offering publishing services to members of the University of Illinois Urbana-Champaign community, to disseminate open access scholarly publications.
Recreation
The campus has two main recreation facilities, the Activities and Recreation Center (ARC) and the Campus Recreation Center – East (CRCE). Originally known as the Intramural Physical Education Building (IMPE) and opened in 1971, IMPE was renovated in 2006 and reopened in August 2008 as the ARC. The renovations expanded the facility, adding 103,433 square feet to the existing structure and costing $54.9 million. This facility is touted by the university as "one of the country's largest on-campus recreation centers." CRCE was originally known as the Satellite Recreation Center and was opened in 1989. The facility was renovated in 2005 to expand the space and update equipment, officially reopening in March 2005 as CRCE.
Transportation
The bus system that operates throughout the campus and community is operated by the Champaign-Urbana Mass Transit District. The MTD receives a student-approved transportation fee from the university, which provides unlimited access for university students, faculty, and staff.
Six daily Amtrak trains connect Champaign-Urbana with Chicago and Carbondale (IL). The City of New Orleans train also serves Memphis, Jackson, Mississippi, and New Orleans.
Willard Airport, opened in 1954 and is named for former University of Illinois president Arthur Cutts Willard. The airport is located in Savoy. Willard Airport is home to University research projects and the university's Institute of Aviation, along with flights from American Airlines.
Security
The University of Illinois has a dedicated police department, UIPD, which operates independently from CPD, the department that serves the surrounding Champaign area.
On June 9, 2017, Yingying Zhang, a Chinese international student, was abducted and murdered in a case that made national headlines at the time. The university subsequently announced plans to install additional, high-definition, security cameras across the campus.
On April 18, 2022, Sayed A. Quraishi, a 23-year old man who had recently graduated from the university, assaulted a Jewish student outside of the campus' Hillel building during an anti-Israel protest organized by Students for Justice in Palestine (SJP). Quraishi was subsequently charged with a hate crime. The Champaign County state's attorney eventually dropped the case after Quraishi agreed to complete public-service work for Jewish organizations. In May 2022, the Anti-Defamation League cited the incident as part of a "troubling pattern of [antisemitic activity] on several college campuses across the Midwest" and noted the role of local student organizations in promoting antisemitism.
In July 2022, the university announced that it was partnering with local businesses to invest $300,000 to combat violent crime in Champaign County.
In September 2022, the City of Champaign transferred responsibility for a large swath of Campustown from CPD to UIPD, claiming that doing so would reduce response times and improve the quality of service. As part of the jurisdictional reforms, the city agreed to pay a substantial portion of the cost to hire seven new officers to patrol the new coverage area.
Violent crime fell sharply in 2022 compared to the year prior, with shootings and homicides declining by 50 and 47 percent, respectively. The city attributed the decrease in crime to improved staffing levels and the installation of automatic license plate readers.
Athletics
U of I's Division of Intercollegiate Athletics fields teams for ten men's and eleven women's varsity sports. The university participates in the NCAA's Division I. The university's athletic teams are known as the Fighting Illini. The university operates a number of athletic facilities, including Memorial Stadium for football, the State Farm Center for men's and women's basketball, and the Atkins Tennis Center for men's and women's tennis. The men's NCAA basketball team had a dream run in the 2005 season, with Bruce Weber's Fighting Illini tying the record for most victories in a season. Their run ended 37–2 with a loss to the North Carolina Tar Heels in the national championship game. Illinois is a member of the Big Ten Conference. Notable among a number of songs commonly played and sung at various events such as commencement and convocation, and athletic games are: Illinois Loyalty, the school song; Oskee Wow Wow, the fight song; and Hail to the Orange, the alma mater.
On October 15, 1910, the Illinois football team defeated the University of Chicago Maroons with a score of 3–0 in a game that Illinois claims was the first homecoming game, though several other schools claim to have held the first homecoming as well. On November 10, 2007, the unranked Illinois football team defeated the No. 1 ranked Ohio State football team in Ohio Stadium, the first time that the Illini beat a No. 1 ranked team on the road.
The University of Illinois Ice Arena is home to the university's club college ice hockey team competing at the ACHA Division I level and is also available for recreational use through the Division of Campus Recreation. It was built in 1931 and designed by Chicago architecture firm Holabird and Root, the same firm that designed the University of Illinois Memorial Stadium and Chicago's Soldier Field. It is located on Armory Drive across from the Armory. The structure features four rows of bleacher seating in an elevated balcony that runs the length of the ice rink on either side. These bleachers provide seating for roughly 1,200 fans, with standing room and bench seating available underneath. Because of this set-up the team benches are actually directly underneath the stands.
In 2015, the university began Mandarin Chinese broadcasts of its American football games as a service to its Chinese international students.
Mascot
Chief Illiniwek, also referred to as "The Chief," was from 1926 to 2007 the official symbol of the University of Illinois in university intercollegiate athletic programs. The Chief was typically portrayed by a student dressed in Sioux regalia. Several groups protested that the use of a Native American figure and indigenous customs in such a manner was inappropriate and promoted ethnic stereotypes. In August 2005, the National Collegiate Athletic Association expressed disapproval of the university's use of a "hostile or abusive" image. While initially proposing a consensus approach to the decision about the Chief, the board in 2007 decided that the Chief, its name, image and regalia should be officially retired. Nevertheless, the controversy continues on campus with some students unofficially maintaining the Chief. Complaints continue that indigenous students feel insulted when images of the Chief continue to be present on campus. The effort to resolve the controversy has included the work of a committee, which issued a report of its "critical conversations" that included over 600 participants representing all sides.
Notable alumni and faculty
Twenty-seven alumni and faculty members of the University of Illinois Urbana-Champaign have won a Pulitzer Prize. , the University of Illinois Urbana-Champaign alumni, faculty, and researchers include 30 Nobel laureates (including 11 alumni). In particular, John Bardeen is the only person to have won two Nobel prizes in physics, having done so in 1956 and 1972 while on faculty at the university. In 2003, two faculty members won Nobel prizes in different disciplines: Paul C. Lauterbur for physiology or medicine, and Anthony Leggett for physics.
The alumni of the university have created companies and products such as Netscape Communications (formerly Mosaic) (Marc Andreessen), AMD (Jerry Sanders), PayPal (Max Levchin), Playboy (Hugh Hefner), National Football League (George Halas), Siebel Systems (Thomas Siebel), Mortal Kombat (Ed Boon), CDW (Michael Krasny), YouTube (Steve Chen and Jawed Karim), THX (Tomlinson Holman), Andreessen Horowitz (Marc Andreessen), Oracle (Larry Ellison and Bob Miner), Lotus (Ray Ozzie), Yelp! (Jeremy Stoppelman and Russel Simmons), Safari (Dave Hyatt), Firefox (Joe Hewitt), W. W. Grainger (William Wallace Grainger), Delta Air Lines (C. E. Woolman), Beckman Instruments (Arnold Beckman), BET (Robert L. Johnson) and Tesla Motors (Martin Eberhard).
Alumni and faculty have invented the LED and the quantum well laser (Nick Holonyak, B.S. 1950, M.S. 1951, Ph.D. 1954), DSL (John Cioffi, B.S. 1978), JavaScript (Brendan Eich, M.S. 1986), the integrated circuit (Jack Kilby, B.S. 1947), the transistor (John Bardeen, faculty, 1951–1991), the pH meter (Arnold Beckman, B.S. 1922, M.S. 1923), MRI (Paul C. Lauterbur), the plasma screen (Donald Bitzer, B.S. 1955, M.S. 1956, Ph.D. 1960), color plasma display (Larry F. Weber, B.S. 1968 M.S. 1971 Ph.D. 1975), the training methodology called PdEI and the coin counter (James P. Liautaud, B.S. 1963), the statistical algorithm called Gibbs sampling in computer vision and the machine learning technique called random forests (Donald Geman, B.A. 1965), and are responsible for the structural design of such buildings as the Willis Tower, the John Hancock Center, and the Burj Khalifa.
Mathematician Richard Hamming, known for the Hamming code and Hamming distance, earned a PhD in mathematics from the university's Mathematics Department in 1942. Primetime Emmy Award-winning engineer Alan Bovik (B.S. 1980, M.S. 1982, Ph.D. 1984) invented neuroscience-based video quality measurement tools that pervade television, social media and home cinema. Structural engineer Fazlur Rahman Khan earned two master's degrees, and a PhD in structural engineering from the university.
Alumni have also led several companies, including BitTorrent (Eric Klinker), Renaissance Technologies (Robert Mercer), Ticketmaster, McDonald's, Goldman Sachs, BP, Kodak, Shell, General Motors, AT&T, and General Electric.
Alumni have founded many organizations, including the Susan G. Komen for the Cure and Project Gutenberg, and have served in a wide variety of government and public interest roles. Rafael Correa, President of The Republic of Ecuador from 2007 to 2017, secured his M.S. and PhD degrees from the university's Economics Department in 1999 and 2001 respectively. Nathan C. Ricker attended U of I and in 1873 was the first person to graduate in the United States with a certificate in architecture. Mary L. Page, the first woman to obtain a degree in architecture, also graduated from U of I. Disability rights activist and co-organizer of the 504 Sit-in, Kitty Cone, attended during the 1960s, but left six hours short of her degree to continue her activism in New York.
In sports, baseball pitcher Ken Holtzman was a two-time All Star major leaguer, and threw two no-hitters in his career. In sports entertainment, David Otunga became a two-time WWE Tag Team Champion.
Eta Kappa Nu (HKN) was founded at the University of Illinois Urbana-Champaign as the national honor society for electrical engineering in 1904. Maurice LeRoy Carr (B.S. 1905) and Edmund B. Wheeler (B.S. 1905) were part of the founding group of ten students and they served as the first and second national presidents of HKN. The Eta Kappa Nu organization is now the international honor society for IEEE as the IEEE-Eta Kappa Nu (IEEE-HKN). The U of I collegiate chapter is known as the Alpha Chapter of HKN. Lowell P. Hager was the head of the Department of Biochemistry from 1969 until 1989 and was elected to the National Academy of Sciences in 1995.
Notes
References
Further reading
Hoddeson, Lillian. No Boundaries: University of Illinois Vignettes. (University of Illinois Press, 2004; )
Hoganson, Kristin L. The Heartland: An American History (Penguin Random House, 2019) online reviews
Johnson, Jr., Henry C. and Erwin V. Johanningmeier. Teachers for the Prairie: The University of Illinois and the Schools, 1868–1945 (University of Illinois Press, 1972)
Kanfer, Alaina. Illini Loyalty: The University of Illinois. (University of Illinois Press, 2011; )
Solberg, Winton U. The University of Illinois, 1894-1904 - The Shaping of the University. (University of Illinois Press, 2000; )
Tate, Lex; Franch, John. An Illini Place - Building the University of Illinois Campus. (University of Illinois Press, 2017; )
Williamson, Ann Joy. Black Power on Campus - The University of Illinois, 1965-75. (University of Illinois Press, 2003; )
External links
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https://en.wikipedia.org/wiki/Fountain
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Fountain
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A fountain, from the Latin "fons" (genitive "fontis"), meaning source or spring, is a decorative reservoir used for discharging water. It is also a structure that jets water into the air for a decorative or dramatic effect.
Fountains were originally purely functional, connected to springs or aqueducts and used to provide drinking water and water for bathing and washing to the residents of cities, towns and villages. Until the late 19th century most fountains operated by gravity, and needed a source of water higher than the fountain, such as a reservoir or aqueduct, to make the water flow or jet into the air.
In addition to providing drinking water, fountains were used for decoration and to celebrate their builders. Roman fountains were decorated with bronze or stone masks of animals or heroes. In the Middle Ages, Moorish and Muslim garden designers used fountains to create miniature versions of the gardens of paradise. King Louis XIV of France used fountains in the Gardens of Versailles to illustrate his power over nature. The baroque decorative fountains of Rome in the 17th and 18th centuries marked the arrival point of restored Roman aqueducts and glorified the Popes who built them.
By the end of the 19th century, as indoor plumbing became the main source of drinking water, urban fountains became purely decorative. Mechanical pumps replaced gravity and allowed fountains to recycle water and to force it high into the air. The Jet d'Eau in Lake Geneva, built in 1951, shoots water in the air. The highest such fountain in the world is King Fahd's Fountain in Jeddah, Saudi Arabia, which spouts water above the Red Sea.
Fountains are used today to decorate city parks and squares; to honor individuals or events; for recreation and for entertainment. A splash pad or spray pool allows city residents to enter, get wet and cool off in summer. The musical fountain combines moving jets of water, colored lights and recorded music, controlled by a computer, for dramatic effects. Fountains can themselves also be musical instruments played by obstruction of one or more of their water jets.
Drinking fountains provide clean drinking water in public buildings, parks and public spaces.
History
Ancient fountains
Ancient civilizations built stone basins to capture and hold precious drinking water. A carved stone basin, dating to around 2000 BC, was discovered in the ruins of the ancient Sumerian city of Lagash in modern Iraq. The ancient Assyrians constructed a series of basins in the gorge of the Comel River, carved in solid rock, connected by small channels, descending to a stream. The lowest basin was decorated with carved reliefs of two lions. The ancient Egyptians had ingenious systems for hoisting water up from the Nile for drinking and irrigation, but without a higher source of water it was not possible to make water flow by gravity, There are lion-shaped fountains in the Temple of Dendera in Qena.
The ancient Greeks used aqueducts and gravity-powered fountains to distribute water. According to ancient historians, fountains existed in Athens, Corinth, and other ancient Greek cities in the 6th century BC as the terminating points of aqueducts which brought water from springs and rivers into the cities. In the 6th century BC, the Athenian ruler Peisistratos built the main fountain of Athens, the Enneacrounos, in the Agora, or main square. It had nine large cannons, or spouts, which supplied drinking water to local residents.
Greek fountains were made of stone or marble, with water flowing through bronze pipes and emerging from the mouth of a sculpted mask that represented the head of a lion or the muzzle of an animal. Most Greek fountains flowed by simple gravity, but they also discovered how to use principle of a siphon to make water spout, as seen in pictures on Greek vases.
Ancient Roman fountains
The Ancient Romans built an extensive system of aqueducts from mountain rivers and lakes to provide water for the fountains and baths of Rome. The Roman engineers used lead pipes instead of bronze to distribute the water throughout the city. The excavations at Pompeii, which revealed the city as it was when it was destroyed by Mount Vesuvius in 79 AD, uncovered free-standing fountains and basins placed at intervals along city streets, fed by siphoning water upwards from lead pipes under the street. The excavations of Pompeii also showed that the homes of wealthy Romans often had a small fountain in the atrium, or interior courtyard, with water coming from the city water supply and spouting into a small bowl or basin.
Ancient Rome was a city of fountains. According to Sextus Julius Frontinus, the Roman consul who was named curator aquarum or guardian of the water of Rome in 98 AD, Rome had nine aqueducts which fed 39 monumental fountains and 591 public basins, not counting the water supplied to the Imperial household, baths and owners of private villas. Each of the major fountains was connected to two different aqueducts, in case one was shut down for service.
The Romans were able to make fountains jet water into the air, by using the pressure of water flowing from a distant and higher source of water to create hydraulic head, or force. Illustrations of fountains in gardens spouting water are found on wall paintings in Rome from the 1st century BC, and in the villas of Pompeii. The Villa of Hadrian in Tivoli featured a large swimming basin with jets of water. Pliny the Younger described the banquet room of a Roman villa where a fountain began to jet water when visitors sat on a marble seat. The water flowed into a basin, where the courses of a banquet were served in floating dishes shaped like boats.
Roman engineers built aqueducts and fountains throughout the Roman Empire. Examples can be found today in the ruins of Roman towns in Vaison-la-Romaine and Glanum in France, in Augst, Switzerland, and other sites.
Medieval fountains
In Nepal there were public drinking fountains at least as early as 550 AD. They are called dhunge dharas or hitis. They consist of intricately carved stone spouts through which water flows uninterrupted from underground water sources. They are found extensively in Nepal and some of them are still operational. Construction of water conduits like hitis and dug wells are considered as pious acts in Nepal.
During the Middle Ages, Roman aqueducts were wrecked or fell into decay, and many fountains throughout Europe stopped working, so fountains existed mainly in art and literature, or in secluded monasteries or palace gardens. Fountains in the Middle Ages were associated with the source of life, purity, wisdom, innocence, and the Garden of Eden. In illuminated manuscripts like the Tres Riches Heures du Duc de Berry (1411–1416), the Garden of Eden was shown with a graceful gothic fountain in the center (see illustration). The Ghent Altarpiece by Jan van Eyck, finished in 1432, also shows a fountain as a feature of the adoration of the mystic lamb, a scene apparently set in Paradise.
The cloister of a monastery was supposed to be a replica of the Garden of Eden, protected from the outside world. Simple fountains, called lavabos, were placed inside Medieval monasteries such as Le Thoronet Abbey in Provence and were used for ritual washing before religious services.
Fountains were also found in the enclosed medieval jardins d'amour, "gardens of courtly love" – ornamental gardens used for courtship and relaxation. The medieval romance The Roman de la Rose describes a fountain in the center of an enclosed garden, feeding small streams bordered by flowers and fresh herbs.
Some Medieval fountains, like the cathedrals of their time, illustrated biblical stories, local history and the virtues of their time. The Fontana Maggiore in Perugia, dedicated in 1278, is decorated with stone carvings representing prophets and saints, allegories of the arts, labors of the months, the signs of the zodiac, and scenes from Genesis and Roman history.
Medieval fountains could also provide amusement. The gardens of the Counts of Artois at the Château de Hesdin, built in 1295, contained famous fountains, called Les Merveilles de Hesdin ("The Wonders of Hesdin") which could be triggered to drench surprised visitors.
Fountains of the Islamic World
Shortly after the spread of Islam, the Arabs incorporated into their city planning the famous Islamic gardens. Islamic gardens after the 7th century were traditionally enclosed by walls and were designed to represent paradise. The paradise gardens, were laid out in the form of a cross, with four channels representing the rivers of Paradise, dividing the four parts of the world. Water sometimes spouted from a fountain in the center of the cross, representing the spring or fountain, Salsabil, described in the Qur'an as the source of the rivers of Paradise.
In the 9th century, the Banū Mūsā brothers, a trio of Persian Inventors, were commissioned by the Caliph of Baghdad to summarize the engineering knowledge of the ancient Greek and Roman world. They wrote a book entitled the Book of Ingenious Devices, describing the works of the 1st century Greek Engineer Hero of Alexandria and other engineers, plus many of their own inventions. They described fountains which formed water into different shapes and a wind-powered water pump, but it is not known if any of their fountains were ever actually built.
The Persian rulers of the Middle Ages had elaborate water distribution systems and fountains in their palaces and gardens. Water was carried by a pipe into the palace from a source at a higher elevation. Once inside the palace or garden it came up through a small hole in a marble or stone ornament and poured into a basin or garden channels. The gardens of Pasargades had a system of canals which flowed from basin to basin, both watering the garden and making a pleasant sound. The Persian engineers also used the principle of the syphon (called shotor-gelu in Persian, literally 'neck of the camel) to create fountains which spouted water or made it resemble a bubbling spring. The garden of Fin, near Kashan, used 171 spouts connected to pipes to create a fountain called the Howz-e jush, or "boiling basin".
The 11th century Persian poet Azraqi described a Persian fountain:
From a marvelous faucet of gold pours a wave
whose clarity is more pure than a soul;
The turquoise and silver form ribbons in the basin
coming from this faucet of gold ...
Reciprocating motion was first described in 1206 by Arab Muslim engineer and inventor al-Jazari when the kings of the Artuqid dynasty in Turkey commissioned him to manufacture a machine to raise water for their palaces. The finest result was a machine called the double-acting reciprocating piston pump, which translated rotary motion to reciprocating motion via the crankshaft-connecting rod mechanism.
The palaces of Moorish Spain, particularly the Alhambra in Granada, had famous fountains. The patio of the Sultan in the gardens of Generalife in Granada (1319) featured spouts of water pouring into a basin, with channels which irrigated orange and myrtle trees. The garden was modified over the centuries – the jets of water which cross the canal today were added in the 19th century.
The fountain in the Court of the Lions of the Alhambra, built from 1362 to 1391, is a large vasque mounted on twelve stone statues of lions. Water spouts upward in the vasque and pours from the mouths of the lions, filling four channels dividing the courtyard into quadrants. The basin dates to the 14th century, but the lions spouting water are believed to be older, dating to the 11th century.
The design of the Islamic garden spread throughout the Islamic world, from Moorish Spain to the Mughal Empire in the Indian subcontinent. The Shalimar Gardens built by Emperor Shah Jahan in 1641, were said to be ornamented with 410 fountains, which fed into a large basin, canal and marble pools.
In the Ottoman Empire, rulers often built fountains next to mosques so worshippers could do their ritual washing. Examples include the Fountain of Qasim Pasha (1527), Temple Mount, Jerusalem, an ablution and drinking fountain built during the Ottoman reign of Suleiman the Magnificent; the Fountain of Ahmed III (1728) at the Topkapı Palace, Istanbul, another Fountain of Ahmed III in Üsküdar (1729) and Tophane Fountain (1732). Palaces themselves often had small decorated fountains, which provided drinking water, cooled the air, and made a pleasant splashing sound. One surviving example is the Fountain of Tears (1764) at the Bakhchisarai Palace, in Crimea; which was made famous by a poem of Alexander Pushkin.
The sebil was a decorated fountain that was often the only source of water for the surrounding neighborhood.
It was often commissioned as an act of Islamic piety by a rich person.
Renaissance fountains (15th–17th centuries)
In the 14th century, Italian humanist scholars began to rediscover and translate forgotten Roman texts on architecture by Vitruvius, on hydraulics by Hero of Alexandria, and descriptions of Roman gardens and fountains by Pliny the Younger, Pliny the Elder, and Varro. The treatise on architecture, De re aedificatoria, by Leon Battista Alberti, which described in detail Roman villas, gardens and fountains, became the guidebook for Renaissance builders.
In Rome, Pope Nicholas V (1397–1455), himself a scholar who commissioned hundreds of translations of ancient Greek classics into Latin, decided to embellish the city and make it a worthy capital of the Christian world. In 1453, he began to rebuild the Acqua Vergine, the ruined Roman aqueduct which had brought clean drinking water to the city from eight miles (13 km) away. He also decided to revive the Roman custom of marking the arrival point of an aqueduct with a mostra, a grand commemorative fountain. He commissioned the architect Leon Battista Alberti to build a wall fountain where the Trevi Fountain is now located. The aqueduct he restored, with modifications and extensions, eventually supplied water to the Trevi Fountain and the famous baroque fountains in the Piazza del Popolo and Piazza Navona.
One of the first new fountains to be built in Rome during the Renaissance was the fountain in the piazza in front of the church of Santa Maria in Trastevere (1472), which was placed on the site of an earlier Roman fountain. Its design, based on an earlier Roman model, with a circular vasque on a pedestal pouring water into a basin below, became the model for many other fountains in Rome, and eventually for fountains in other cities, from Paris to London.
In 1503, Pope Julius II decided to recreate a classical pleasure garden in the same place. The new garden, called the Cortile del Belvedere, was designed by Donato Bramante. The garden was decorated with the Pope's famous collection of classical statues, and with fountains. The Venetian Ambassador wrote in 1523, "... On one side of the garden is a most beautiful loggia, at one end of which is a lovely fountain that irrigates the orange trees and the rest of the garden by a little canal in the center of the loggia ... The original garden was split in two by the construction of the Vatican Library in the 16th century, but a new fountain by Carlo Maderno was built in the Cortile del Belvedere, with a jet of water shooting up from a circular stone bowl on an octagonal pedestal in a large basin.
In 1537, in Florence, Cosimo I de' Medici, who had become ruler of the city at the age of only 17, also decided to launch a program of aqueduct and fountain building. The city had previously gotten all its drinking water from wells and reservoirs of rain water, which meant that there was little water or water pressure to run fountains. Cosimo built an aqueduct large enough for the first continually-running fountain in Florence, the Fountain of Neptune in the Piazza della Signoria (1560–1567). This fountain featured an enormous white marble statue of Neptune, resembling Cosimo, by sculptor Bartolomeo Ammannati.
Under the Medicis, fountains were not just sources of water, but advertisements of the power and benevolence of the city's rulers. They became central elements not only of city squares, but of the new Italian Renaissance garden. The great Medici Villa at Castello, built for Cosimo by Benedetto Varchi, featured two monumental fountains on its central axis; one showing with two bronze figures representing Hercules slaying Antaeus, symbolizing the victory of Cosimo over his enemies; and a second fountain, in the middle of a circular labyrinth of cypresses, laurel, myrtle and roses, had a bronze statue by Giambologna which showed the goddess Venus wringing her hair. The planet Venus was governed by Capricorn, which was the emblem of Cosimo; the fountain symbolized that he was the absolute master of Florence.
By the middle Renaissance, fountains had become a form of theater, with cascades and jets of water coming from marble statues of animals and mythological figures. The most famous fountains of this kind were found in the Villa d'Este (1550–1572), at Tivoli near Rome, which featured a hillside of basins, fountains and jets of water, as well as a fountain which produced music by pouring water into a chamber, forcing air into a series of flute-like pipes. The gardens also featured giochi d'acqua, water jokes, hidden fountains which suddenly soaked visitors.
Between 1546 and 1549, the merchants of Paris built the first Renaissance-style fountain in Paris, the Fontaine des Innocents, to commemorate the ceremonial entry of the King into the city. The fountain, which originally stood against the wall of the church of the Holy Innocents, as rebuilt several times and now stands in a square near Les Halles. It is the oldest fountain in Paris.
Henry constructed an Italian-style garden with a fountain shooting a vertical jet of water for his favorite mistress, Diane de Poitiers, next to the Château de Chenonceau (1556–1559). At the royal Château de Fontainebleau, he built another fountain with a bronze statue of Diane, goddess of the hunt, modeled after Diane de Poitiers.
Later, after the death of Henry II, his widow, Catherine de Medici, expelled Diane de Poitiers from Chenonceau and built her own fountain and garden there.
King Henry IV of France made an important contribution to French fountains by inviting an Italian hydraulic engineer, Tommaso Francini, who had worked on the fountains of the villa at Pratalino, to make fountains in France. Francini became a French citizen in 1600, built the Medici Fountain, and during the rule of the young King Louis XIII, he was raised to the position of Intendant général des Eaux et Fontaines of the king, a position which was hereditary. His descendants became the royal fountain designers for Louis XIII and for Louis XIV at Versailles.
In 1630, another Medici, Marie de Medici, the widow of Henry IV, built her own monumental fountain in Paris, the Medici Fountain, in the garden of the Palais du Luxembourg. That fountain still exists today, with a long basin of water and statues added in 1866.
Baroque fountains (17th–18th century)
Baroque Fountains of Rome
The 17th and 18th centuries were a golden age for fountains in Rome, which began with the reconstruction of ruined Roman aqueducts and the construction by the Popes of mostra, or display fountains, to mark their termini. The new fountains were expressions of the new Baroque art, which was officially promoted by the Catholic Church as a way to win popular support against the Protestant Reformation; the Council of Trent had declared in the 16th century that the Church should counter austere Protestantism with art that was lavish, animated and emotional. The fountains of Rome, like the paintings of Rubens, were examples of the principles of Baroque art. They were crowded with allegorical figures, and filled with emotion and movement. In these fountains, sculpture became the principal element, and the water was used simply to animate and decorate the sculptures. They, like baroque gardens, were "a visual representation of confidence and power."
The first of the Fountains of St. Peter's Square, by Carlo Maderno, (1614) was one of the earliest Baroque fountains in Rome, made to complement the lavish Baroque façade he designed for St. Peter's Basilica behind it. It was fed by water from the Paola aqueduct, restored in 1612, whose source was above sea level, which meant it could shoot water twenty feet up from the fountain. Its form, with a large circular vasque on a pedestal pouring water into a basin and an inverted vasque above it spouting water, was imitated two centuries later in the Fountains of the Place de la Concorde in Paris.
The Triton Fountain in the Piazza Barberini (1642), by Gian Lorenzo Bernini, is a masterpiece of Baroque sculpture, representing Triton, half-man and half-fish, blowing his horn to calm the waters, following a text by the Roman poet Ovid in the Metamorphoses. The Triton fountain benefited from its location in a valley, and the fact that it was fed by the Aqua Felice aqueduct, restored in 1587, which arrived in Rome at an elevation of above sea level (fasl), a difference of in elevation between the source and the fountain, which meant that the water from this fountain jetted sixteen feet straight up into the air from the conch shell of the triton.
The Piazza Navona became a grand theater of water, with three fountains, built in a line on the site of the Stadium of Domitian. The fountains at either end are by Giacomo della Porta; the Neptune fountain to the north, (1572) shows the God of the Sea spearing an octopus, surrounded by tritons, sea horses and mermaids. At the southern end is Il Moro, possibly also a figure of Neptune riding a fish in a conch shell. In the center is the Fontana dei Quattro Fiumi, (The Fountain of the Four Rivers) (1648–51), a highly theatrical fountain by Bernini, with statues representing rivers from the four continents; the Nile, Danube, Plate River and Ganges. Over the whole structure is a Egyptian obelisk, crowned by a cross with the emblem of the Pamphili family, representing Pope Innocent X, whose family palace was on the piazza. The theme of a fountain with statues symbolizing great rivers was later used in the Place de la Concorde (1836–40) and in the Fountain of Neptune in the Alexanderplatz in Berlin (1891). The fountains of Piazza Navona had one drawback - their water came from the Acqua Vergine, which had only a drop from the source to the fountains, which meant the water could only fall or trickle downwards, not jet very high upwards.
The Trevi Fountain is the largest and most spectacular of Rome's fountains, designed to glorify the three different Popes who created it. It was built beginning in 1730 at the terminus of the reconstructed Acqua Vergine aqueduct, on the site of Renaissance fountain by Leon Battista Alberti. It was the work of architect Nicola Salvi and the successive project of Pope Clement XII, Pope Benedict XIV and Pope Clement XIII, whose emblems and inscriptions are carried on the attic story, entablature and central niche. The central figure is Oceanus, the personification of all the seas and oceans, in an oyster-shell chariot, surrounded by Tritons and Sea Nymphs.
In fact, the fountain had very little water pressure, because the source of water was, like the source for the Piazza Navona fountains, the Acqua Vergine, with a drop. Salvi compensated for this problem by sinking the fountain down into the ground, and by carefully designing the cascade so that the water churned and tumbled, to add movement and drama. Wrote historians Maria Ann Conelli and Marilyn Symmes, "On many levels the Trevi altered the appearance, function and intent of fountains and was a watershed for future designs."
Baroque fountains of Versailles
Beginning in 1662, King Louis XIV of France began to build a new kind of garden, the Garden à la française, or French formal garden, at the Palace of Versailles. In this garden, the fountain played a central role. He used fountains to demonstrate the power of man over nature, and to illustrate the grandeur of his rule. In the Gardens of Versailles, instead of falling naturally into a basin, water was shot into the sky, or formed into the shape of a fan or bouquet. Dancing water was combined with music and fireworks to form a grand spectacle. These fountains were the work of the descendants of Tommaso Francini, the Italian hydraulic engineer who had come to France during the time of Henry IV and built the Medici Fountain and the Fountain of Diana at Fontainebleau.
Two fountains were the centerpieces of the Gardens of Versailles, both taken from the myths about Apollo, the sun god, the emblem of Louis XIV, and both symbolizing his power. The Fontaine Latone (1668–70) designed by André Le Nôtre and sculpted by Gaspard and Balthazar Marsy, represents the story of how the peasants of Lycia tormented Latona and her children, Diana and Apollo, and were punished by being turned into frogs. This was a reminder of how French peasants had abused Louis's mother, Anne of Austria, during the uprising called the Fronde in the 1650s. When the fountain is turned on, sprays of water pour down on the peasants, who are frenzied as they are transformed into creatures.
The other centerpiece of the Gardens, at the intersection of the main axes of the Gardens of Versailles, is the Bassin d'Apollon (1668–71), designed by Charles Le Brun and sculpted by Jean Baptiste Tuby. This statue shows a theme also depicted in the painted decoration in the Hall of Mirrors of the Palace of Versailles: Apollo in his chariot about to rise from the water, announced by Tritons with seashell trumpets. Historians Mary Anne Conelli and Marilyn Symmes wrote, "Designed for dramatic effect and to flatter the king, the fountain is oriented so that the Sun God rises from the west and travels east toward the chateau, in contradiction to nature."
Besides these two monumental fountains, the Gardens over the years contained dozens of other fountains, including thirty-nine animal fountains in the labyrinth depicting the fables of Jean de La Fontaine.
There were so many fountains at Versailles that it was impossible to have them all running at once; when Louis XIV made his promenades, his fountain-tenders turned on the fountains ahead of him and turned off those behind him. Louis built an enormous pumping station, the Machine de Marly, with fourteen water wheels and 253 pumps to raise the water three hundred feet from the River Seine, and even attempted to divert the River Eure to provide water for his fountains, but the water supply was never enough.
Baroque fountains of Peterhof
In Russia, Peter the Great founded a new capital at St. Petersburg in 1703 and built a small Summer Palace and gardens there beside the Neva River. The gardens featured a fountain of two sea monsters spouting water, among the earliest fountains in Russia.
In 1709, he began constructing a larger palace, Peterhof Palace, alongside the Gulf of Finland, Peter visited France in 1717 and saw the gardens and fountains of Louis XIV at Versailles, Marly and Fontainebleau. When he returned he began building a vast Garden à la française with fountains at Peterhof. The central feature of the garden was a water cascade, modeled after the cascade at the Château de Marly of Louis XIV, built in 1684. The gardens included trick fountains designed to drench unsuspecting visitors, a popular feature of the Italian Renaissance garden.,
In 1800–1802 the Emperor Paul I of Russia and his successor, Alexander I of Russia, built a new fountain at the foot of the cascade depicting Samson prying open the mouth of a lion, representing Peter's victory over Sweden in the Great Northern War in 1721. The fountains were fed by reservoirs in the upper garden, while the Samson fountain was fed by a specially-constructed aqueduct four kilometers in length.
19th century fountains
In the early 19th century, London and Paris built aqueducts and new fountains to supply clean drinking water to their exploding populations. Napoleon Bonaparte started construction on the first canals bringing drinking water to Paris, fifteen new fountains, the most famous being the Fontaine du Palmier in the Place du Châtelet, (1896–1808), celebrating his military victories.
He also restored and put back into service some of the city's oldest fountains, such as the Medici Fountain. Two of Napoleon's fountains, the Chateau d'Eau and the fountain in the Place des Vosges, were the first purely decorative fountains in Paris, without water taps for drinking water.
Louis-Philippe (1830–1848) continued Napoleon's work, and added some of Paris's most famous fountains, notably the Fontaines de la Concorde (1836–1840) and the fountains in the Place des Vosges.
Following a deadly cholera epidemic in 1849, Louis Napoleon decided to completely rebuild the Paris water supply system, separating the water supply for fountains from the water supply for drinking. The most famous fountain built by Louis Napoleon was the Fontaine Saint-Michel, part of his grand reconstruction of Paris boulevards. Louis Napoleon relocated and rebuilt several earlier fountains, such as the Medici Fountain and the Fontaine de Leda, when their original sites were destroyed by his construction projects.
In the mid-nineteenth century the first fountains were built in the United States, connected to the first aqueducts bringing drinking water from outside the city. The first fountain in Philadelphia, at Centre Square, opened in 1809, and featured a statue by sculptor William Rush. The first fountain in New York City, in City Hall Park, opened in 1842, and the first fountain in Boston was turned on in 1848. The first famous American decorative fountain was the Bethesda Fountain in Central Park in New York City, opened in 1873.
The 19th century also saw the introduction of new materials in fountain construction; cast iron (the Fontaines de la Concorde); glass (the Crystal Fountain in London (1851)) and even aluminium (the Shaftesbury Memorial Fountain in Piccadilly Circus, London, (1897)).
The invention of steam pumps meant that water could be supplied directly to homes, and pumped upward from fountains. The new fountains in Trafalgar Square (1845) used steam pumps from an artesian well. By the end of the 19th century fountains in big cities were no longer used to supply drinking water, and were simply a form of art and urban decoration.
Another fountain innovation of the 19th century was the illuminated fountain: The Bartholdi Fountain at the Philadelphia Exposition of 1876 was illuminated by gas lamps. In 1884 a fountain in Britain featured electric lights shining upward through the water. The Exposition Universelle (1889) which celebrated the 100th anniversary of the French Revolution featured a fountain illuminated by electric lights shining up though the columns of water. The fountains, located in a basin forty meters in diameter, were given color by plates of colored glass inserted over the lamps. The Fountain of Progress gave its show three times each evening, for twenty minutes, with a series of different colors.
20th century fountains
Paris fountains in the 20th century no longer had to supply drinking water - they were purely decorative; and, since their water usually came from the river and not from the city aqueducts, their water was no longer drinkable. Twenty-eight new fountains were built in Paris between 1900 and 1940; nine new fountains between 1900 and 1910; four between 1920 and 1930; and fifteen between 1930 and 1940.
The biggest fountains of the period were those built for the International Expositions of 1900, 1925 and 1937, and for the Colonial Exposition of 1931. Of those, only the fountains from the 1937 exposition at the Palais de Chaillot still exist. (See Fountains of International Expositions).
Only a handful of fountains were built in Paris between 1940 and 1980. The most important ones built during that period were on the edges of the city, on the west, just outside the city limits, at La Défense, and to the east at the Bois de Vincennes.
Between 1981 and 1995, during the terms of President François Mitterrand and Culture Minister Jack Lang, and of Mitterrand's bitter political rival, Paris Mayor Jacques Chirac (Mayor from 1977 until 1995), the city experienced a program of monumental fountain building that exceeded that of Napoleon Bonaparte or Louis Philippe. More than one hundred fountains were built in Paris in the 1980s, mostly in the neighborhoods outside the center of Paris, where there had been few fountains before These included the Fontaine Cristaux, homage to Béla Bartók by Jean-Yves Lechevallier (1980); the Stravinsky Fountain next to the Pompidou Center, by sculptors Niki de Saint Phalle and Jean Tinguely (1983); the fountain of the Pyramid of the Louvre by I.M. Pei, (1989), the Buren Fountain by sculptor Daniel Buren, Les Sphérades fountain, both in the Palais-Royal, and the fountains of Parc André-Citroën. The Mitterrand-Chirac fountains had no single style or theme. Many of the fountains were designed by famous sculptors or architects, such as Jean Tinguely, I.M. Pei, Claes Oldenburg and Daniel Buren, who had radically different ideas of what a fountain should be. Some were solemn, and others were whimsical. Most made little effort to blend with their surroundings - they were designed to attract attention.
Fountains built in the United States between 1900 and 1950 mostly followed European models and classical styles.
The Samuel Francis Dupont Memorial Fountain, in Dupont Circle, Washington D.C., was designed and created by Henry Bacon and Daniel Chester French, the architect and sculptor of the Lincoln Memorial, in 1921, in a pure neoclassical style.
The Buckingham Fountain in Grant Park in Chicago was one of the first American fountains to use powerful modern pumps to shoot water as high as into the air.
The Fountain of Prometheus, built at the Rockefeller Center in New York City in 1933, was the first American fountain in the Art-Deco style.
After World War II, fountains in the United States became more varied in form. Some, like Ruth Asawa's Andrea (1968) and the Vaillancourt Fountain (1971), both located in San Francisco, were pure works of sculpture. Other fountains, like the Frankin Roosevelt Memorial Waterfall (1997), by architect Lawrence Halprin, were designed as landscapes to illustrate themes. This fountain is part of the Franklin Delano Roosevelt Memorial in Washington D.C., which has four outdoor "rooms" illustrating his presidency. Each "room" contains a cascade or waterfall; the cascade in the third room illustrates the turbulence of the years of the World War II. Halprin wrote at an early stage of the design; "the whole environment of the memorial becomes sculpture: to touch, feel, hear and contact - with all the senses."
The end of the 20th century the development of high-shooting fountains, beginning with the Jet d'eau in Geneva in 1951, and followed by taller and taller fountains in the United States and the Middle East. The highest fountain today in the King Fahd's Fountain in Jeddah, Saudi Arabia.
It also saw the increasing popularity of the musical fountain, which combined water, music and light, choreographed by computers. (See Musical fountain below).
Contemporary fountains (2001–present)
The fountain called 'Bit.Fall' by German artist Julius Popp (2005) uses digital technologies to spell out words with water. The fountain is run by a statistical program which selects words at random from news stories on the Internet. It then recodes these words into pictures. Then 320 nozzles inject the water into electromagnetic valves. The program uses rasterization and bitmap technologies to synchronize the valves so drops of water form an image of the words as they fall. According to Popp, the sheet of water is "a metaphor for the constant flow of information from which we cannot escape."
Crown Fountain is an interactive fountain and video sculpture feature in Chicago's Millennium Park. Designed by Catalan artist Jaume Plensa, it opened in July 2004. The fountain is composed of a black granite reflecting pool placed between a pair of glass brick towers. The towers are tall, and they use light-emitting diodes (LEDs) to display digital videos on their inward faces. Construction and design of the Crown Fountain cost US$17 million. Weather permitting, the water operates from May to October, intermittently cascading down the two towers and spouting through a nozzle on each tower's front face.
Few new fountains have been built in Paris since 2000. The most notable is La Danse de la fontaine emergente (2008), located on Place Augusta-Holmes, rue Paul Klee, in the 13th arrondissement. It was designed by the French-Chinese sculptor Chen Zhen (1955-2000), shortly before his death in 2000, and finished through the efforts of his spouse and collaborator. It shows a dragon, in stainless steel, glass and plastic, emerging and submerging from the pavement of the square. The fountain is in three parts. A bas-relief of the dragon is fixed on the wall of the structure of the water-supply plant, and the dragon seems to be emerging from the wall and plunging underground. This part of the dragon is opaque. The second and third parts depict the arch of the dragon's back coming out of the pavement. These parts of the dragon are transparent, and water under pressure flows visibly within, and is illuminated at night.
Musical fountains
Musical fountains create a theatrical spectacle with music, light and water, usually employing a variety of programmable spouts and water jets controlled by a computer.
Musical fountains were first described in the 1st century AD by the Greek scientist and engineer Hero of Alexandria in his book Pneumatics. Hero described and provided drawings of "A bird made to whistle by flowing water," "A Trumpet sounded by flowing water," and "Birds made to sing and be silent alternately by flowing water." In Hero's descriptions, water pushed air through musical instruments to make sounds. It is not known if Hero made working models of any of his designs.
During the Italian Renaissance, the most famous musical fountains were located in the gardens of the Villa d'Este, in Tivoli. which were created between 1550 and 1572. Following the ideas of Hero of Alexandria, the Fountain of the Owl used a series of bronze pipes like flutes to make the sound of birds. The most famous feature of the garden was the great Organ Fountain. It was described by the French philosopher Michel de Montaigne, who visited the garden in 1580: "The music of the Organ Fountain is true music, naturally created ... made by water which falls with great violence into a cave, rounded and vaulted, and agitates the air, which is forced to exit through the pipes of an organ. Other water, passing through a wheel, strikes in a certain order the keyboard of the organ. The organ also imitates the sound of trumpets, the sound of cannon, and the sound of muskets, made by the sudden fall of water ... The Organ Fountain fell into ruins, but it was recently restored and plays music again.
Louis XIV created the idea of the modern musical fountain by staging spectacles in the Gardens of Versailles, using music and fireworks to accompany the flow of the fountains.
The great international expositions held in Philadelphia, London and Paris featured the ancestors of the modern musical fountain. They introduced the first fountains illuminated by gas lights (Philadelphia in 1876); and the first fountains illuminated by electric lights (London in 1884 and Paris in 1889). The Exposition Universelle (1900) in Paris featured fountains illuminated by colored lights controlled by a keyboard. The Paris Colonial Exposition of 1931 presented the Théâtre d'eau, or water theater, located in a lake, with performance of dancing water. The Exposition Internationale des Arts et Techniques dans la Vie Moderne (1937) had combined arches and columns of water from fountains in the Seine with light, and with music from loudspeakers on eleven rafts anchored in the river, playing the music of the leading composers of the time. (See International Exposition Fountains, above.)
Today some of the best-known musical fountains in the world are at the Bellagio Hotel & Casino in Las Vegas, (2009); the Dubai Fountain in the United Arab Emirates; the World of Color at Disney California Adventure Park (2010) and Aquanura at the Efteling in the Netherlands (2012).
Splash fountains
A splash fountain or bathing fountain is intended for people to come in and cool off on hot summer days. These fountains are also referred to as interactive fountains. These fountains are designed to allow easy access, and feature nonslip surfaces, and have no standing water, to eliminate possible drowning hazards, so that no lifeguards or supervision is required. These splash pads are often located in public pools, public parks, or public playgrounds (known as "spraygrounds"). In some splash fountains, such as Dundas Square in Toronto, Canada, the water is heated by solar energy captured by the special dark-colored granite slabs. The fountain at Dundas Square features 600 ground nozzles arranged in groups of 30 (3 rows of 10 nozzles). Each group of 30 nozzles is located beneath a stainless steel grille. Twenty such grilles are arranged in two rows of 10, in the middle of the main walkway through Dundas Square.
Drinking fountain
A water fountain or drinking fountain is designed to provide drinking water and has a basin arrangement with either continuously running water or a tap. The drinker bends down to the stream of water and swallows water directly from the stream. Modern indoor drinking fountains may incorporate filters to remove impurities from the water and chillers to reduce its temperature. In some regional dialects, water fountains are called bubblers. Water fountains are usually found in public places, like schools, rest areas, libraries, and grocery stores. Many jurisdictions require water fountains to be wheelchair accessible (by sticking out horizontally from the wall), and to include an additional unit of a lower height for children and short adults. The design that this replaced often had one spout atop a refrigeration unit.
In 1859, The Metropolitan Drinking Fountain and Cattle Trough Association was established to promote the provision of drinking water for people and animals in the United Kingdom and overseas. More recently, in 2010, the FindaFountain campaign was launched in the UK to encourage people to use drinking fountains instead of environmentally damaging bottled water. A map showing the location of UK drinking water fountains is published on the FindaFountain website.
How fountains work
From Roman times until the end of the 19th century, fountains operated by gravity, requiring a source of water higher than the fountain itself to make the water flow. The greater the difference between the elevation of the source of water and the fountain, the higher the water would go upwards from the fountain.
In Roman cities, water for fountains came from lakes and rivers and springs in the hills, brought into city in aqueducts and then distributed to fountains through a system of lead pipes.
From the Middle Ages onwards, fountains in villages or towns were connected to springs, or to channels which brought water from lakes or rivers. In Provence, a typical village fountain consisted of a pipe or underground duct from a spring at a higher elevation than the fountain. The water from the spring flowed down to the fountain, then up a tube into a bulb-shaped stone vessel, like a large vase with a cover on top. The inside of the vase, called the bassin de répartition, was filled with water up to a level just above the mouths of the canons, or spouts, which slanted downwards. The water poured down through the canons, creating a siphon, so that the fountain ran continually.
In cities and towns, residents filled vessels or jars of water jets from the canons of the fountain or paid a water porter to bring the water to their home. Horses and domestic animals could drink the water in the basin below the fountain. The water not used often flowed into a separate series of basins, a lavoir, used for washing and rinsing clothes. After being used for washing, the same water then ran through a channel to the town's kitchen garden. In Provence, since clothes were washed with ashes, the water that flowed into the garden contained potassium, and was valuable as fertilizer.
The most famous fountains of the Renaissance, at the Villa d'Este in Tivoli, were located on a steep slope near a river; the builders ran a channel from the river to a large fountain at top of the garden, which then fed other fountains and basins on the levels below. The fountains of Rome, built from the Renaissance through the 18th century, took their water from rebuilt Roman aqueducts which brought water from lakes and rivers at a higher elevation than the fountains. Those fountains with a high source of water, such as the Triton Fountain, could shoot water in air. Fountains with a lower source, such as the Trevi Fountain, could only have water pour downwards. The architect of the Trevi Fountain placed it below street level to make the flow of water seem more dramatic.
The fountains of Versailles depended upon water from reservoirs just above the fountains. As King Louis XIV built more fountains, he was forced to construct an enormous complex of pumps, called the Machine de Marly, with fourteen water wheels and 220 pumps, to raise water 162 meters above the Seine River to the reservoirs to keep his fountains flowing. Even with the Machine de Marly, the fountains used so much water that they could not be all turned on at the same time. Fontainiers watched the progress of the King when he toured the gardens and turned on each fountain just before he arrived.
The architects of the fountains at Versailles designed specially-shaped nozzles, or tuyaux, to form the water into different shapes, such as fans, bouquets, and umbrellas.
In Germany, some courts and palace gardens were situated in flat areas, thus fountains depending on pumped pressurized water were developed at a fairly early point in history. The Great Fountain in Herrenhausen Gardens at Hanover was based on ideas of Gottfried Leibniz conceived in 1694 and was inaugurated in 1719 during the visit of George I. After some improvements, it reached a height of some 35 m in 1721 which made it the highest fountain in European courts. The fountains at the Nymphenburg Palace initially were fed by water pumped to water towers, but as from 1803 were operated by the water powered Nymphenburg Pumping Stations which are still working.
Beginning in the 19th century, fountains ceased to be used for drinking water and became purely ornamental. By the beginning of the 20th century, cities began using steam pumps and later electric pumps to send water to the city fountains. Later in the 20th century, urban fountains began to recycle their water through a closed recirculating system. An electric pump, often placed under the water, pushes the water through the pipes. The water must be regularly topped up to offset water lost to evaporation, and allowance must be made to handle overflow after heavy rain.
In modern fountains a water filter, typically a media filter, removes particles from the water—this filter requires its own pump to force water through it and plumbing to remove the water from the pool to the filter and then back to the pool. The water may need chlorination or anti-algal treatment, or may use biological methods to filter and clean water.
The pumps, filter, electrical switch box and plumbing controls are often housed in a "plant room".
Low-voltage lighting, typically 12 volt direct current, is used to minimise electrical hazards. Lighting is often submerged and must be suitably designed. High wattage lighting (incandescent and halogen) either as submerged lighting or accent lighting on waterwall fountains have been implicated in every documented Legionnaires' disease outbreak associated with fountains. This is detailed in the "Guidelines for Control of Legionella in Ornamental Features".
Floating fountains are also popular for ponds and lakes; they consist of a float pump nozzle and water chamber.
The tallest fountains in the world
King Fahd's Fountain (1985) in Jeddah, Saudi Arabia. The fountain jets water above the Red Sea and is currently the tallest fountain in the world.
The World Cup Fountain in the Han-gang River in Seoul, Korea (2002), advertises a height of .
The Gateway Geyser (1995), next to the Mississippi River in St. Louis, Missouri, shoots water in the air. It is the tallest fountain in the United States.
Port Fountain (2006) in Karachi, Pakistan, rises to height of making it the fourth tallest fountain.
Fountain Park, Fountain Hills, Arizona (1970). Can reach when all three pumps are operating, but normally runs at .
The Dubai Fountain, opened in 2009 next to Burj Khalifa, the world's tallest building. The fountain performs once every half-hour to recorded music, and shoots water to height of . The fountain also has extreme shooters, not used in every show, which can reach .
The Captain James Cook Memorial Jet in Canberra (1970),
The Jet d'eau, in Geneva (1951),
Magic Fountain of Montjuïc (1929), Barcelona, Catalonia, Spain. 170 Feet, Created by Carles Buïgas. Tallest Fountains in the World
Gallery of notable fountains around the world
See also
Wishing well, for the practice of dropping coins into fountains
Bibliography
Helen Attlee, Italian Gardens – A Cultural History. Frances Lincoln Limited, London, 2006.
Paris et ses Fontaines, del la Renaissance a nos jours, edited by Béatrice de Andia, Dominique Massounie, Pauline Prevost-Marcilhacy and Daniel Rabreau, from the Collection Paris et son Patrimoine, Paris, 1995.
Les Aqueducs de la ville de Rome, translation and commentary by Pierre Grimal, Société d'édition Les Belles Lettres, Paris, 1944.
Louis Plantier, Fontaines de Provence et de la Côte d'Azur, Édisud, Aix-en-Provence, 2007
Frédérick Cope and Tazartes Maurizia, Les Fontaines de Rome, Éditions Citadelles et Mazenod, 2004
André Jean Tardy, Fontaines toulonnaises, Les Éditions de la Nerthe, 2001.
Hortense Lyon, La Fontaine Stravinsky, Collection Baccalauréat arts plastiques 2004, Centre national de documentation pédagogique
Marilyn Symmes (editor), Fountains-Splash and Spectacle- Water and Design from the Renaissance to the Present. Thames and Hudson, in cooperation with the Cooper-Hewitt National Design Museum of the Smithsonian Institution. (1998).
Yves Porter et Arthur Thévenart, Palais et Jardins de Perse, Flammarion, Paris (2002). ().
Raimund O.A. Becker-Ritterspach, Water Conduits in the Kathmandu Valley, Munshriram Manoharlal Publishers, Pvt.Ltd, New Delhi 1995,
References
External links
King Fahd Fountain tops in the World as Tallest fountain
Water
Landscape architecture
Landscape garden features
Architectural elements
Outdoor sculptures
Public art
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https://en.wikipedia.org/wiki/The%20Sifl%20and%20Olly%20Show
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The Sifl and Olly Show
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The Sifl and Olly Show is a comedy TV series that incorporates sock puppets, animation, and musical performances. Musicians Liam Lynch and Matt Crocco created and performed the series. The first episode aired on MTV in 1998. The show was cancelled in 1999. The characters, along with new material, currently appear on Liam Lynch's podcast entitled Lynchland.
History
The origins of The Sifl & Olly Show go back to the 1980s. As children, Crocco and Lynch would create and perform funny songs and sketches to entertain themselves. They remained friends through high school and college, even though they saw little of each other while they attended Kent State University. Lynch left Kent State and the duo was separated for a few years, but they reunited in Nashville, Tennessee in the 1990s and recorded the comedy album Camp Sunny Side Up on a 4-Track. During this period they were also constantly recording funny conversations, interviews, sketches, and songs. Soon after, Lynch moved to Liverpool, England to attend the Liverpool Institute of Performing Arts, but the friends continued to make funny recordings and send them to each other.
In 1995, while Lynch was still in Liverpool, he found some broken 4-Track tapes and repaired them. These tapes contained conversations and material intended for his and Crocco's second comedy album (which they never recorded). He decided to make something using these tapes as a Christmas present for Crocco. Lynch had been inspired by a series of British commercials by Aardman Studios and had hoped to do stop-action clay animation, but he did not have the money or the equipment for it. Instead, he made puppets out of his own socks and a large plastic sunflower and recorded a video of himself acting out their tapes with the puppets. Lynch chose the name for the puppets from a fake commercial Crocco had made for one of their recordings, and Sifl & Olly were born.
Lynch sent copies to MTV and MTV Europe, and although MTV America rejected them, MTV Europe liked them. In 1996, MTV Europe began airing Sifl & Olly clips between music videos as "idents." The popularity of the clips led to MTV America offering a half-hour format called The Sifl & Olly Show in July 1998. The show aired late at night, but later on they were moved to the evenings.
In the first season, clips of Sifl and Olly were mixed with music videos. Whenever the show was aired again, the music videos would be removed, leaving only the comedy clips. The show gained a cult following, but it was cancelled after the second season. A third season was recorded, and MTV promised to release the episodes on the Internet but never did. The lost episodes were eventually released on DVD.
Despite its cancellation, Sifl and Olly still appear along with some other characters in occasional episodes of Liam Lynch's podcast, Lynchland. Most of these appearances are clips from Season 3.
On June 14, 2012, Liam Lynch posted a picture on his Twitter account of a set similar to that used on the show, fueling speculation about the show's return. This was followed by another picture posted on July 25 of a graphic for "Precious Roy's Fruit Chunkies."
As of November 17, 2014, MTV has released two "best of" compilations on Amazon Video.
Description
Premise
The two main characters are a black sock puppet named Sifl and a white sock puppet named Olly. Sifl is the calmer leader of the show, while Olly is more excitable and often breaks into crazed furies. Their assistant, Chester, is a mumbling, often nonsensical character who still claims to be great at everything.
The show was always very simple and low-budget. Most of the show's main characters were puppets, with background images or animations in the background via a chromakey. The two co-hosts often had a microphone in front of them. The show had an unscripted feel with the characters talking to each other in realistic, often meandering styles. Sifl and Olly would sing both original and classic songs throughout the show with an original song at the end. Though it featured puppets, the series was not intended for children. The humor often featured profanity, sexual references, drug innuendo, crude humor, bodily functions, and violence.
Regular segments
Often preceded by familiar intro screen and a short theme song, the segments included:
Precious Roy's Home Shopping Netwerk – a parody of the Home Shopping Network with bizarre products like Civil War corpses, CAT scan glasses, chicken flavored air conditioning, and a bottomless swimming pool. The network was run by Precious Roy who would yell random unrelated lines, ending with "...Suckers!". The slogan of Precious Roy was "making lots of suckers out of girls and boys." Sifl and Olly were employed as salesmen for the Network, and Olly inexplicably seemed to go progressively insane during these segments, often yelling crazed accusations at callers, and occasionally showing signs of paranoid schizophrenia.
Calls from the Public – Sifl and Olly would take calls from random and often bizarre characters (usually sock puppets) who would call with problems or complaints. The most common calls coming from the pair's landlord, who would complain about one or more of their antics, often involving monkeys.
Rock Facts – At commercial breaks, the Rock Facts question would be asked and answered when they returned. The answers were nearly always lies (the only exception being a fact about Queen Latifah) and often involved the singer Björk. This segment was dropped by the second season.
Interview Time – Guests interviewed included Death, an atom, and G-spot & Orgasm. Sometimes they would announce a famous person that was going to be interviewed, but it would always turn out that the guest was unable to attend (unless the guest was in fact an inanimate object).
S & O News – Sifl and Olly would pretend to report on the (generally surreal) news. Often Olly would sing nonsensical lyrics to accompany the lead in music (much to the chagrin of Sifl). Sifl, however, would break his professionalism during the segment to refer to his girlfriend, Serena Altschul, either by sending her a message or by praising her.
A Word with Chester – Sifl and Olly would take a break from other show activities to speak with their friend Chester, who misinterpreted their questions and in general had difficulty focusing on any one subject for any extended period of time. Chester tends to laugh nervously, and sometimes sounds like he's a bit stoned. Olly took point in these segments, because Crocco, who provided the voice for Sifl, also provided the voice of Chester. In the second season, a new segment called "Letters to Chester" was added, which was essentially the same premise (including using the same theme music), with the addition of Olly reading a letter addressed to Chester at the start of the segment.
And Now... ROCK – A song is performed by one or more of the characters
It's Almost the End of the Show – Every episode ends with a song performed by Sifl and/or Olly, occasionally with vocal assistance by other characters.
Kickin' It Old School – Introduced in the second season, a song from the "And Now... ROCK" or "It's Almost the End of the Show" segments is simply re-aired, occasionally with the pre-song banter cut out.
Characters
Sifl Voiced by Matt Crocco. His body is a black sock with yellow, reptilian eyes and hair made out of green, plastic sunflower leaves. Sifl is often portrayed as the calm leader of the show. He is skilled at picking up women and is something of a technological whiz, capable of building and programming robots and somehow performing maintenance on a spacebound satellite without leaving the studio. Although a childhood friend of Olly, he is subtly manipulative and often deceives Olly or uses him as a scapegoat. He is often shown to have wasted the show's budget on mysterious ventures that are never described on screen, resulting in everything from guests canceling to mafia threats. An episode in the second season implies that he was once married to Olly's mom and is, in fact, Olly's father (despite also being a childhood friend of Olly).
Olly Voice by Liam Lynch. His body is a white sock with large, brown eyes and a dog-like nose. His hair is made from clippings of plastic sunflower petal and he wears a sweater, or more specifically, a sweater sleeve. Olly is emotional and prone to fits of violence, and prone to bouts of total insanity during Precious Roy ads. During the Precious Roy ads, Olly's grammar shows characteristics of the Central Pennsylvania dialect. (He mentions both that a suit "never needs ironed" and that "the dog needs walked".) He is easily deceived and has difficulty with women. He has difficulty holding back his laughter at times, especially when he's talking with Chester. Olly originally performs "United States of Whatever," one of the most successful songs from Lynch's Fake Songs CD. The song was performed in response to Sifl bringing several of Olly's ex-girlfriends to the show so they could make fun of Olly.
Chester Voiced by Matt Crocco. Chester was born in Las Vegas, raised by a tap dancing tribe (S1E1). A typical stoner, his head is an inverted rubber mould for a Buddha figurine, his eyelashes are plastic sunflower petals, and a sweater sleeve composes most of his body. This gives him a distinct shape, resulting in a vacant smile and the appearance of innards in his mouth. His eyes are the same as Olly's, with the addition of large, petal-like eyebrows. Chester announces the beginning of the show, though he is not skilled at the task, occasionally referring to Sifl & Olly by the wrong names (such as Starsky and Hutch), or simply refusing to perform the announcement. Usually laughs softly as he talks. Chester considers himself a Don Juan, though the other characters imply that Chester has never been with a woman. He is very forgetful, often forgetting that he lives in the studio, that he is on a television show, or that the fans in the "Letters to Chester" segments aren't in the studio. He is obsessed with cereal, and it is implied that he eats it constantly, though he is rarely seen doing so on screen. He collects water, which he proudly proclaims to possess the entire set of (in the form of ice, steam, and regular water). He occasionally wanders into other skits, usually while eating a sandwich, and often doesn't realize that the skits aren't real (such as thinking that he had wandered into space while entering the set of a Star Wars parody). He is occasionally sold or traded by Olly, such as being sold to a freak show for $20 or used to pay Sifl's debt to the mafia.
Precious Roy Also voiced by Crocco. His body is a green sock with enormous eyes (pointing in different directions) and a pair of wire glasses. The puppeteer's hand is positioned awkwardly within the sock, adding to Precious' bizarre persona. He is the owner of the Precious Roy Home Shopping Netwerk, which Sifl & Olly are spokesmen for. He speaks in non sequiturs, seems unaware of what his products actually are, and punctuates his last sentence of the segment with "suckers!".
Cody Voiced by Liam Lynch. A friend of Sifl and Chester, but not so much Olly. Often Cody will stop by the show to confirm plans with Sifl for later; usually involving hookers or other unseemly behavior.
Stealth Voiced by Liam Lynch. A violent degenerate with a grudge against Olly (Olly drove a golf cart through his bar mitzvah dressed in a beaver costume). Sifl and Olly eventually defeat him by singing Twisted Sister's "We're Not Gonna Take It", which somehow sends Stealth into space in a spinning square resembling the Phantom Zone in Superman II. Is perpetually smoking a cigarette.
Julio A small child who calls the show, usually to ask for advice. Liam Lynch mentioned on the "sockheads" list that Julio was voiced by a real 3-year-old named Julio.
Zafo Voiced by guitarist/producer "Chris Tench". He spoke in an electronically distorted voice which sounds like a person speaking through a vocoder or a talk box. He is idolized by Sifl and Olly as well as a number of other characters in the show. On more than one occasion the world has been marked for destruction by a creature or object from space that was using the shows "Calls from the Public" forum to announce a final warning, leaving Sifl & Olly with a "big decision to make" when they discovered that Zafo had a show that night.
Peto and Flek The main characters of Sifl and Olly's favorite show from their childhood. Peto is portrayed as being rude and vulgar, while Flek can only speak by saying the sound "guh-guh-guh-guh".
Jimmy Voiced by Mike Taylor. Sifl & Olly's camera man, his dialogue usually cannot be heard clearly and he rarely appears on screen.
The Landlord Voiced by Liam Lynch. The landlord for Sifl & Olly's apartment (some episodes, however, imply that the duo actually live in their studio. It is possible that they simply tape their show in their apartment, but some segments clearly imply that the two are "not home" during taping). He is made out of an opaque brown stocking with grey yarn hair and eyebrows. He also has a tattered white sleeve covering most of his body, giving him a disheveled appearance. This is enhanced by the puppeteer, whose knuckles are positioned prominently in the puppet, increasing its aggressive appearance. The Landlord frequently calls during the "Calls to the Public" segments to yell at Sifl and Olly about something they're doing on his property, such as breeding monkeys or building a water slide. He threatens to kick them out regularly, but the duo has already built a moat around their apartment filled with crocodiles and guarded by archer monkeys.
Champs 1 Team A group of students, led by "John from Ohio University," who won the "Sifl & Olly: Free Access to the Moon" contest, in which they were launched in a space ship to the moon for a three-year mission. However, they weren't given any tasks to perform during their mission, and Sifl & Olly assumed the team would simply enjoy the freedom of being on the moon, such as the fact that there are no police on the moon. Before long all of the crew has died but one member, who eventually dies after the robot chicken pecks at a wrong button and sends the ship into the sun.
Grout Voiced by Matt Crocco. A black and white striped long stocking with round yellow eyes on what look like black pipe cleaners. He is a self-proclaimed space expert who shows up as a guest or as host of his game show, trivia trapezoids.
Paul Rogers Voiced by Matt Crocco. Disgruntled host of 'Functions of the Family', "Your 8000 step plan to better living". Intended as a self-help plan, he apparently went through some bad events recently. As such, his show generally devolves within seconds to him crying about his current situation in life, (specifically "I DON'T HAVE A FAMILY!") and screaming at his unseen announcer, Dale. The typical episode ends with Dale quitting. Paul is one of the few non-sock puppet characters, played by a plastic elf hand puppet.
Aesop Jones A television chef, and another of the few non-sock characters (he is simply a doll dressed like a chef). Aesop's speech is incomprehensible. All his cooking endeavors seem to involve him actually cooking himself, somehow transforming his actual body into whatever it was he was supposed to be cooking (such as covering himself in dough, dipping his head into a vat of lard, and emerging with his head as a perfect, chocolate frosted doughnut). In the second season he has a female assistant (made out of a sock) whom he is romantically involved with.
Jargon Scott A salesperson who often turns up on the "Calls From the Public" portion of the show to try and sell legless dogs to Sifl and Olly. Jargon constantly tries to explain to them the benefits of owning legless dogs, such as: they never run away, you never have to walk them, they're safe around children, etc. When this doesn't convince them to buy, he often enlists the help of a telemarketer named Cindy to use typical telemarketing fast talk and special offers to trick them into buying his "hot, legless dogs." The call usually ends with Jargon interrupting Cindy, exclaiming "You guys don't know what you're missing...I got legless dogs here!"
Eddie from Jersey Frequent caller during the "Calls To The Public" segment of the show. Eddie can be seen wearing a S&M-style mask and always makes it a point to insult Sifl, usually by calling him a variation of the term "egg-ass" (i.e. "Hey Sifl, you're a rotten, slouched-back, egg-ass!"). Once he is reminded that he can be seen, he usually attempts to hide or change his story.
Sex Girl Voiced by Terry Hudson. A female prostitute who occasionally shows up in the Interview section of the show. After a brief talk, usually Sifl and Olly decide to make out with Sex Girl. Sifl usually goes first, making awkward noises and distracting Olly, while Olly always blows his chance with Sex Girl giving lines such as "Everything I'm about to do to you baby, I learned at Seaworld."
Deuce Loosely Voiced by Liam Lynch. An insane caller who wears a panda mask, he is utterly obsessed about pandas whenever he appears. He seems to think pandas are magical beings, that are unstoppable vicious beasts. He is constantly hated by Sifl and Olly during his appearances, who find him annoying, and despise his blatantly false panda "facts". He has performed two songs about pandas in the show, (one in the first season, and one in the recent revival), and he claims they "will cease at number 820".
Cereal Mascots A collection of rejected cereal mascots allowed to pitch their cereals again in episode 1-06. Includes Modem Mutt of Suger Coated Cyber Flakes (Download a bowl into your stomach today! It's good to the last megabyte and that's free surfing in fiber space!), Bing the Chlorinator of Watertower Nuggets (Great Cereal, a little high chlorine, kinda dangerous, but good though.), Eddie from Rubber Fantasies (Eddie from Jersey, immediately cut off by Sifl), Sugar Bunny of Super Sugar Carrots (They got real sugar!), Breakfast Beaver of Carpenter Crunch (Two scoops of nails in every bag. This cereal comes in a bag), Rascal Rooster of Raisin Hell (A million raisins in every can!)
Fanbase
Fans of the show call themselves "sockheads". There is also an online group of Sifl and Olly video traders that are petitioning MTV to release the entire series on DVD. One group of fans even recorded a tribute CD recreating some of their favorite songs called Banging on Some Pots and Pans. The Sockheads mailing list group also organized a convention in Nashville called Cresvention.
Cartoonist Aaron McGruder is a fan of the show. On one episode of his TV show The Boondocks, Huey exclaims to his grandfather's girlfriend that he is doing "prostitute laundry", which could be a direct reference to Sifl and Olly'''s song of the same name. A strip published on 4/28/00 also references the show, where character Michael Caesar is seen lamenting its cancellation. Award-winning writer J. Michael Straczynski was also a noted fan of the show, and at one time Lynch and Crocco were planning a sock puppet character voiced by Straczynski until the show was cancelled.
Sifl and Olly Video Game Reviews
In 2012, it was teased by Liam Lynch, via Twitter, that Sifl and Olly may return. On September 2, 2012, a promo appeared on the Machinima YouTube channel for a new show called Sifl & Olly Video Game Reviews. The first episode premiered on September 9, 2012. After the credits of the eighth video game review episode which aired on October 28, 2012, it was announced that Sifl & Olly were being moved to the Nerdist YouTube Channel. One "season," consisting of 5 episodes, was made available on that channel in 2013, ending April 18.
Video game
In July 2018, it was reported that American video game publisher Devolver Digital was in talks with The Sifl and Olly Show'' intellectual property owner Lynch to create a video game based on the show's license.
References
External links
Lynchland – Sifl and Olly make appearances on the occasional podcast episode
Official Sifl & Olly website – featuring merchandise and video clips (Wayback Machine archived version)
The New Sockheads.Net Features clips in streaming video
Interview with series' creator, Liam Lynch
1990s American musical comedy television series
1990s American sketch comedy television series
1990s American surreal comedy television series
1998 American television series debuts
1999 American television series endings
MTV original programming
American television series with live action and animation
American television shows featuring puppetry
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https://en.wikipedia.org/wiki/Dacian%20language
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Dacian language
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Dacian () is an extinct language generally believed to be a member of the Indo-European language family that was spoken in the ancient region of Dacia. It went extinct by the 4th century AD.
While there is general agreement among scholars that Dacian was an Indo-European language, there are divergent opinions about its place within the IE family:
Dacian was a dialect of the extinct Thracian language, or vice versa, e. g . and .
Dacian was a language distinct from Thracian but closely related to it, belonging to the same branch of the Indo-European family (a "Thraco-Dacian", or "Daco-Thracian" branch has been theorised by some linguists).
Dacian, Thracian, the Baltic languages (Duridanov also adds Pelasgian) formed a distinct branch of Indo-European, e.g. Schall (1974), Duridanov (1976), Radulescu (1987) and Mayer (1996).
Daco-Moesian was the ancestor of Albanian, belonging to a branch other than Thracian, but closely related to Thracian and distinct from Illyrian. This is a theory proposed by Georgiev (1977).
The Dacian language is poorly documented. Unlike Phrygian, which is documented by c. 200 inscriptions, only one Dacian inscription is believed to have survived. The Dacian names for a number of medicinal plants and herbs may survive in ancient literary texts, including about 60 plant-names in Dioscorides. About 1,150 personal names and 900 toponyms may also be of Dacian origin. A few hundred words in modern Romanian and Albanian may have originated in ancient Balkan languages such as Dacian (see List of Romanian words of possible Dacian origin). Linguists have reconstructed about 100 Dacian words from placenames using established techniques of comparative linguistics, although only 20–25 such reconstructions had achieved wide acceptance by 1982.
Origin
There is scholarly consensus that Dacian was a member of the Indo-European family of languages. These descended, according to the two leading theories of the expansion of IE languages, from a proto-Indo European (proto-IE) tongue that originated in an urheimat ("original homeland") in S. Russia/ Caucasus region, (Kurgan hypothesis) or in central Anatolia (Anatolian hypothesis). According to both theories, proto-IE reached the Carpathian region no later than c. 2500 BC.
According to one scenario, proto-Thracian populations emerged during the Bronze Age from the fusion of the indigenous Eneolithic (Chalcolithic) population with the intruders of the transitional Indo-Europeanization Period. From these proto-Thracians, in the Iron Age, developed the Dacians / North Thracians of the Danubian-Carpathian Area on the one hand and the Thracians of the eastern Balkan Peninsula on the other.
According to Georgiev, the Dacian language was spread south of the Danube by tribes from Carpathia, who reached the central Balkans in the period 2000–1000 BC, with further movements (e.g. the Triballi tribe) after 1000 BC, until c. 300 BC. According to the ancient geographer Strabo, Daco-Moesian was further spread into Asia Minor in the form of Mysian by a migration of the Moesi people; Strabo asserts that Moesi and Mysi were variants of the same name.
Sources
Many characteristics of the Dacian language are disputed or unknown. No lengthy texts in Dacian exist, only a few glosses and personal names in ancient Greek and Latin texts. No Dacian-language inscriptions have been discovered, except some of names in the Latin or Greek alphabet. What is known about the language derives from:
Placenames, river-names and personal names, including the names of kings. The coin inscription KOΣON (Koson) may also be a personal name, of the king who issued the coin.
The Dacian names of about fifty plants written in Greek and Roman sources (see List of Dacian plant names). Etymologies have been established for only a few of them.
Substratum words found in Romanian, the language that is spoken today in most of the region once occupied by Dacian-speakers. These include about 400 words of uncertain origin. Romanian words for which a Dacian origin has been proposed include: ("dragon"), ("cheese"), ("bank, shore"), and ("grape"). However, the value of the substratum words as a source for the Dacian language is limited because there is no certainty that these are of Dacian origin. This can be seen in the Dicționar Explicativ al Limbii Române (DEX), which shows multiple possible etymologies for most of the words:
Many of the words may not be "substratum" at all, as Latin etymologies have been proposed for them. These are inherently more likely than a Dacian origin, as the Romanian language is descended from Latin, not Dacian e.g. ("snail") may derive from Latin /proto-Romance *limace (cf. It. ), by metathesis of "m" with "l".
Some may derive from other little-known ancient languages at some time spoken in Dacia or Moesia: for example, the Iranian Sarmatian, or the Turkic Pannonian Avar, Bulgar or Cuman languages, or, conceivably, some unknown pre-Indo-European language(s) of the Carpathians or Balkans. An illustration of the latter possibility are pre-Indo-European substratum (i.e. Iberian/Basque) in Spanish e.g. "fox" = , from Basque , instead of proto-Romance *vulpe. A pre-Indo-European origin has been proposed for several Romanian substratum words e.g. , ("fir-tree").
About 160 of the Romanian substratum words have cognates in Albanian. A possible example is Romanian ("fir-tree"), Alb. cognate (same meaning). Duridanov has reconstructed *skuia as a Dacian word for fir-tree.
The numerous Romanian substratum words that have cognates in Bulgarian may derive from Thracian, which may have been a different language from Dacian (see below, Thracian).
("dragon"), ascribed a Dacian origin by some scholars, exemplifies the etymological uncertainties. According to DEX, has also been identified as: a pre-Indo-European relic; or derived from Latin or ("beast" cf. It. ), or ancient Greek ("monster"); or as a cognate of Alb. ("water-snake"). DEX argues that these etymologies, save the Albanian one, are dubious, but they are no more so than the unverifiable assertion that is derived from an unknown Dacian word. Another possibility is that could be a Celtic derivation cf. the Irish mythical giant Balor ( Balar), who could kill with flashes of light from his eye or with his poisonous breath.
The substratum words have been used, in some cases, to corroborate Dacian words reconstructed from place- and personal names e.g. Dacian * = "white" (from personal name Balius), Romanian = "white-haired" However, even in this case, it cannot be determined with certainty whether the Romanian word derives from the presumed Dacian word or from its Old Slavic cognate belu.
Geographical extent
Linguistic area
Dacian was probably one of the major languages of south-eastern Europe, spoken in the area between the Danube, Northern Carpathians, the Dnister River and the Balkans, and the Black Sea shore. According to historians, as a result of the linguistic unity of the Getae and Dacians that are found in the records of ancient writers Strabo, Cassius Dio, Trogus Pompeius, Appian, and Pliny the Elder, contemporary historiography often uses the term Geto-Dacians to refer to the people living in the area between the Carpathians, the Haemus (Balkan) Mountains, the Black Sea, Dnister River, Northern Carpathians, and middle Danube. Strabo gave more specific information, recording that "the Dacians speak the same language as the Getae" a dialect of the Thracian language. The information provided by the Greek geographer is complemented by other literary, linguistic, and archaeological evidence. Accordingly, the Geto-Dacians may have occupied territory in the west and north-west, as far as Moravia and the middle Danube, to the area of present-day Serbia in the south-west, and as far as the Haemus Mountains (Balkans) in the south. The eastern limit of the territory inhabited by the Geto-Dacians may have been the shore of the Black Sea and the Tyras River (Dnister), possibly at times reaching as far as the Bug River, the northern limit including the Trans-Carpathian westernmost Ukraine and southern Poland.
Over time, some peripheral areas of the Geto-Dacians' territories were affected by the presence of other people, such as the Celts in the west, the Illyrians in the south-west, the Greeks and Scythians in the east and the Bastarnae in the north-east. Nevertheless, between the Danube River (West), the Haemus Mountains (S), the Black Sea (E), the Dniester River (NE) and the northern Carpathians, a continuous Geto-Dacian presence as majority was permanently maintained, according to some scholars. According to the Bulgarian linguist Georgiev, the Daco-Mysian region included Dacia (approximately contemporary Romania and Hungary east of the Tisza River, Mysia (Moesia) and Scythia Minor (contemporary Dobrogea).
Chronology
1st century BC
In 53 BC, Julius Caesar stated that the lands of the Dacians started on the eastern edge of the Hercynian Forest. This corresponds to the period between 82 and 44 BC, when the Dacian state reached its widest extent during the reign of King Burebista: in the west it may have extended as far as the middle Danube River valley in present-day Hungary, in the east and north to the Carpathians in present-day Slovakia and in the south to the lower Dniester valley in present-day south-western Ukraine and the western coast of the Black Sea as far as Appollonia. At that time, some scholars believe, the Dacians built a series of hill-forts at Zemplin (Slovakia), Mala Kopania (Ukraine), Oncești, Maramureș (Romania) and Solotvyno (Ukraine). The Zemplin settlement appears to belong to a Celto-Dacian horizon, as well as the river Patissus (Tisa)'s region, including its upper stretch, according to Shchukin (1989). According to Parducz (1956) Foltiny (1966), Dacian archaeological finds extend to the west of Dacia, and occur along both banks of the Tisza. Besides the possible incorporation of a part of Slovakia into the Dacian state of Burebista, there was also Geto-Dacian penetration of south-eastern Poland, according to Mielczarek (1989). The Polish linguist Milewski Tadeusz (1966 and 1969) suggests that in the southern regions of Poland appear names that are unusual in northern Poland, possibly related to Dacian or Illyrian names. On the grounds of these names, it has been argued that the region of the Carpathian and Tatra Mountains was inhabited by Dacian tribes linguistically related to the ancestors of modern Albanians.
Also, a formal statement by Pliny indicated the river Vistula as the western boundary of Dacia, according to Nicolet (1991). Between the Prut and the Dniester, the northern extent of the appearance of Geto-Dacian elements in the 4th century BC coincides roughly with the extent of the present-day Republic of Moldova, according to Mielczarek.
According to Müllenhoff (1856), Schütte (1917), Urbańczyk (2001) and Matei-Popescu (2007), Agrippa's commentaries mention the river Vistula as the western boundary of Dacia. Urbańczyk (1997) speculates that according to Agrippa's commentaries, and the map of Agrippa (before 12 BC), the Vistula river separated Germania and Dacia. This map is lost and its contents are unknown However, later Roman geographers, including Ptolemy (AD 90 – c. AD 168) (II.10, III.7) and Tacitus (AD 56 – AD 117) considered the Vistula as the boundary between Germania and Sarmatia Europaea, or Germania and Scythia.
1st century AD
Around 20 AD, Strabo wrote the Geographica that provides information regarding the extent of regions inhabited by the Dacians. On its basis, Lengyel and Radan (1980), Hoddinott (1981) and Mountain (1998) consider that the Geto-Dacians inhabited both sides of the Tisza river before the rise of the Celtic Boii and again after the latter were defeated by the Dacians. The hold of the Dacians between the Danube and the Tisza appears to have been tenuous. However, the Hungarian archaeologist Parducz (1856) argued for a Dacian presence west of the Tisza dating from the time of Burebista. According to Tacitus (AD 56 – AD 117) Dacians were bordering Germany in the south-east while Sarmatians bordered it in the east.
In the 1st century AD, the Iazyges settled in the west of Dacia, on the plain between the Danube and the Tisza rivers, according to some scholars' interpretation of Pliny's text: "The higher parts between the Danube and the Hercynian Forest (Black Forest) as far as the winter quarters of Pannonia at Carnuntum and the plains and level country of the German frontiers there are occupied by the Sarmatian Iazyges, while the Dacians whom they have driven out hold the mountains and forests as far as the river Theiss".
Archaeological sources indicate that the local Celto-Dacian population retained its specificity as late as the 3rd century AD. Archaeological finds dated to the 2nd century AD, after the Roman conquest, indicate that during that period, vessels found in some of the Iazygian cemeteries reveal fairly strong Dacian influence, according to Mocsy. M. Párducz (1956) and Z. Visy (1971) reported a concentration of Dacian-style finds in the Cris-Mures-Tisza region and in the Danube bend area near Budapest. These maps of finds remain valid today, but they have been complemented with additional finds that cover a wider area, particularly the interfluvial region between the Danube and Tisza. However, this interpretation has been invalidated by late 20th-century archaeology, which has discovered Sarmatian settlements and burial sites all over the Hungarian Plain on both sides of the Tisza e.g. Gyoma in south-eastern Hungary and Nyiregyhaza in north-eastern Hungary. The Barrington Atlas shows the Iazyges occupying both sides of Tisza (map 20).
2nd century AD
Written a few decades after the Roman conquest of Dacia 105–106 AD, Ptolemy's Geographia defined the boundaries of Dacia. There is a consensus among scholars that Ptolemy's Dacia was the region between the rivers Tisza, Danube, upper Dniester, and Siret. The mainstream of historians accepted this interpretation: Avery (1972) Berenger (1994) Fol (1996) Mountain (1998), Waldman Mason (2006). Ptolemy also provided Dacian toponyms in the Upper Vistula (Polish: Wisła) river basin in Poland: Susudava and Setidava (with a manuscript variant Getidava. This may be an echo of Burebista's expansion. It appears that this northern expansion of the Dacian language as far as the Vistula river lasted until 170–180 AD when the Hasdings, a Germanic tribe, expelled a Dacian group from this region, according to Schütte (1917) and Childe (1930). This Dacian group is associated by Schütte (1952) with towns having the specific Dacian language ending 'dava' i.e. Setidava. A previous Dacian presence that ended with the Hasdings' arrival is considered also by who says that the Hasdings Vandals "attempted to take control of lands which had previously belonged to a free Dacian group called the Costoboci" Several tribes on the northern slopes of the Carpathians were mentioned that are generally considered Thraco-Dacian, i.e. Arsietae (Upper Vistula), Biessi / Biessoi and Piengitai. Schütte (1952) associated the Dacian tribe of Arsietae with the Arsonion town. The ancient documents attest names with the Dacian name ending -dava 'town' in the Balto-Slavic territory, in the country of Arsietae tribe, at the sources of the Vistula river. The Biessi inhabited the foothills of the Carpathian Mountains, which on Ptolemy's map are located on the headwaters of the Dnister and Sian Rivers, the right-bank Carpathian tributary of the Vistula river. The Biessi (Biessoi) probably left their name to the mountain chain of Bieskides that continues the Carpathian Mountains towards the north (Schütte 1952). Ptolemy (140 AD) lists only Germanic or Balto-Slavic tribes, and no Dacians,on both sides of the Vistula (ref: II.10; III.7), as does the Barrington Atlas (map 19).
After the Marcomannic Wars (166–180 AD), Dacian groups from outside Roman Dacia had been set in motion, and thus were the 12,000 Dacians "from the neighbourhood of Roman Dacia sent away from their own country". Their native country could have been the Upper Tisza region but other places cannot be excluded.
Dacian linguistic zone in the early Roman imperial era (30 BC – AD 100)
Historical linguistic overview
Mainstream scholarship believes the Dacian language had become established as the predominant language north of the Danube in Dacia well before 1000 BC and south of the river, in Moesia, before 500 BC.
Starting around 400 BC, Celtic groups, moving out of their La Tène cultural heartland in southern Germany/eastern Gaul, penetrated and settled south-eastern Europe as far as the Black Sea and into Anatolia. By c. 250 BC, much of the modern states of Austria, Slovakia, Hungary and Romania, and Bessarabia and Moesia, were under Celtic cultural influence and probably political domination in many regions. This migratory process brought Celtic material culture, especially advanced in metallurgy, to the Illyrian and Dacian tribes. Especially intensive Celtic settlement, as evidenced by concentrations of La Tène-type cemeteries, took place in Austria, Slovakia, the Hungarian Plain, Transylvania, Bessarabia and eastern Thrace. Central Transylvania appears to have become a Celtic enclave or unitary kingdom, according to Batty. It is likely that during the period of Celtic pre-eminence, the Dacian language was eclipsed by Celtic dialects in Transylvania. In Moesia, South of the Danube, there was also extensive Celticisation. An example is the Scordisci tribe of Moesia Superior, reported by the ancient historian Livy to be Celtic-speaking and whose culture displays Celtic features.
By 60 BC, Celtic political hegemony in the region appears to have collapsed, and the indigenous Dacian tribes throughout the region appear to have reasserted their identity and political independence. This process may have been partly due to the career of the Getan king Burebista (ruled ca 80 – 44 BC), who appears to have coalesced several Getic and Dacian tribes under his leadership. It is likely that in this period, the Dacian language regained its former predominance in Transylvania.
In 29–26 BC, Moesia was conquered and annexed by the Romans. There followed an intensive process of Romanisation. The Danube, as the new frontier of the empire and main fluvial supply route for the Roman military, was soon dotted with forts and supply depots, which were garrisoned by several legions and many auxiliary units. Numerous colonies of Roman army veterans were established. The presence of the Roman military resulted in a huge influx of non-Dacian immigrants, such as soldiers, their dependents, ancillary workers and merchants, from every part of the Roman Empire, especially from the rest of the Balkans, into Moesia. It is likely that by the time the emperor Trajan invaded Dacia (101–6), the Dacian language had been largely replaced by Latin in Moesia.
The conquest of Dacia saw a similar process of Romanisation north of the Danube, so that by 200 AD, Latin was probably predominant in the zone permanently occupied by the Romans. In addition, it appears that some unoccupied parts of the dava zone were overrun, either before or during the Dacian Wars, by Sarmatian tribes; for example, eastern Wallachia, which had fallen under the Roxolani by 68 AD. By around 200 AD, it is likely that the Dacian language was confined to those parts of the dava zone occupied by the Free Dacian groups, which may have amounted to little more than the eastern Carpathians.
Under the emperor Aurelian (r. 270–275), the Romans withdrew their administration and armed forces, and possibly a significant proportion of the provincial population, from the part of Dacia they ruled. The subsequent linguistic status of this region is disputed. Traditional Romanian historiography maintains that a Latin-speaking population persisted into medieval times, to form the basis of today's Romanian-speaking inhabitants. But this hypothesis lacks evidential basis (e.g. the absence of any post-275 Latin inscriptions in the region, other than on imported Roman coins/artefacts). What is certain is that by AD 300, the entire North Danubian region had fallen under the political domination of Germanic-speaking groups, a hegemony that continued until c. AD 500: the Goths held overall hegemony, and under them, lesser Germanic tribes such as the Taifali and Gepids. Some historians consider that the region became Germanic-speaking during this period. At least one part, Wallachia, may have become Slavic-speaking by AD 600, as it is routinely referred to Sklavinía (Greek for "Land of the Slavs") by contemporary Byzantine chroniclers. The survival of the Dacian language in this period is impossible to determine, due to a complete lack of documentation. However, it is generally believed that the language was extinct by AD 600.
Dacia and Moesia: zone of toponyms ending in -dava
At the start of the Roman imperial era (30 BC), the Dacian language was probably predominant in the ancient regions of Dacia and Moesia (although these regions probably contained several enclaves of Celtic and Germanic speakers). Strabo's statement that the Moesian people spoke the same language as the Dacians and Getae is consistent with the distribution of placenames, attested in Ptolemy's Geographia, which carry the Dacian suffix -dava ("town" or "fort").
North of the Danube, the dava-zone is largely consistent with Ptolemy's definition of Dacia's borders (III.8.1–3) i.e. the area contained by the river Ister (Danube) to the south, the river Thibiscum (Timiș) to the west, the upper river Tyras (Dniester) to the north and the river Hierasus (Siret) to the east. To the west, it appears that the -dava placenames in Olteanu's map lie within the line of the Timiş, extended northwards. However, four davas are located beyond the Siret, Ptolemy's eastern border. But three of these, Piroboridava, Tamasidava and Zargidava, are described by Ptolemy as pará (Gr."very close") to the Siret: Piroboridava, the only one securely located, was 3 km from the Siret. The location of Clepidava is uncertain: Olteanu locates it in north-east Bessarabia, but Georgiev places it further west, in south-west Ukraine, between the upper reaches of the Siret and Dniester rivers.
South of the Danube, a dialect of Dacian called Daco-Moesian was probably predominant in the region known to the Romans as Moesia, which was divided by them into the Roman provinces of Moesia Superior (roughly modern Serbia) and Moesia Inferior (modern northern Bulgaria as far as the Balkan range plus Roman Dobruja region). This is evidenced by the distribution of -dava placenames, which occur in the eastern half of Moesia Superior and all over Inferior. These regions were inhabited predominantly by tribes believed to have been Dacian-speaking, such as the Triballi, Moesi and Getae.
However, the dava-zone was not exclusively or uniformly Dacian-speaking during historical times. Significant Celtic elements survived there into the 2nd century AD: Ptolemy (III.8.3) lists two Celtic peoples, the Taurisci and Anartes, as resident in the northernmost part of Dacia, in the northern Carpathians. The partly Celtic Bastarnae are also attested in this region in literature and the archaeological record during the 1st century BC; they probably remained in the 1st century AD, according to Batty.
Other regions
It has been argued that the zone of Dacian speech extended beyond the confines of Dacia, as defined by Ptolemy, and Moesia. An extreme view, presented by some scholars, is that Dacian was the main language spoken between the Baltic Sea and the Black and Aegean seas. But the evidence for Dacian as a prevalent language outside Dacia and Moesia appears inconclusive:
Republic of Moldova
To the east, beyond the Siret river, it has been argued by numerous scholars that Dacian was also the main language of the modern regions of Moldavia and Bessarabia, at least as far east as the river Dniester. The main evidence used to support this hypothesis consists of three -dava placenames which Ptolemy located just east of the Siret; and the mainstream identification as ethnic-Dacian of two peoples resident in Moldavia: the Carpi and Costoboci. However, the Dacian ethnicity of the Carpi and Costoboci is disputed in academic circles, and they have also been variously identified as Sarmatian, Germanic, Celtic or proto-Slavic. Numerous non-Dacian peoples, both sedentary and nomadic, the Scytho-Sarmatian Roxolani and Agathyrsi, Germanic/Celtic Bastarnae and Celtic Anartes, are attested to in the ancient sources and in the archaeological record as inhabiting this region. The linguistic status of this region during the Roman era must therefore be considered uncertain. It is likely that a great variety of languages were spoken. If there was a lingua franca spoken by all inhabitants of the region, it was not necessarily Dacian: it could as likely have been Celtic or Germanic or Sarmatian.
Balkans
To the south, it has been argued that the ancient Thracian language was a dialect of Dacian, or vice versa, and that therefore the Dacian linguistic zone extended over the Roman province of Thracia, occupying modern-day Bulgaria south of the Balkan Mountains, northern Greece and European Turkey, as far as the Aegean sea. But this theory, based on the testimony of the Augustan-era geographer Strabo's work Geographica VII.3.2 and 3.13, is disputed; opponents argue that Thracian was a distinct language from Dacian, either related or unrelated. (see Relationship with Thracian, below, for a detailed discussion of this issue).
Anatolia
According to some ancient sources, notably Strabo, the northwestern section of the Anatolian peninsula, namely the ancient regions of Bithynia, Phrygia and Mysia, were occupied by tribes of Thracian or Dacian origin and thus spoke dialects of the Thracian or Dacian languages (which, Strabo claimed, were in turn closely related). However, the link between Dacian and Thracian has been disputed by some scholars, as has the link between these two languages and Phrygian.
According to Strabo (VII.3.2) and Herodotus, the people of Bithynia in northwest Anatolia originated from two Thracian tribes, the Bithyni and Thyni, which migrated from their original home around the river Strymon in Thrace. Therefore, they spoke the Thracian language. In addition, Strabo (VII.3.2) claims that the neighbouring Phrygians were also descended from a Thracian tribe, the Briges, and spoke a language similar to Thracian. In fact, it has been established that both Bithynians and Phrygians spoke the Phrygian language. Phrygian is better documented than Thracian and Dacian, as some 200 inscriptions in the language survive. Study of these has led mainstream opinion to accept the observation of the ancient Greek philosopher Plato (Cratylus 410a) that Phrygian showed strong affinities to Greek. Georgiev argued in one article that Phrygian originally belonged to the same IE branch as Greek and Ancient Macedonian (which did not include Thracian or Dacian), but later adopted the view that Phrygian constituted a separate branch of Indo-European, (also unrelated to Thracian or Dacian). This position is currently favoured by mainstream scholarship.
In addition, Strabo (VII.3.2) equates the Moesi people of the Danubian basin with the Mysi (Mysians), neighbours of the Phrygians in NW Anatolia, stating that the two forms were Greek and Latin variants of the same name. The Mysians, he adds, were Moesi who had migrated to Anatolia and also spoke the Dacian language. Georgiev accepts Strabo's statement, dubbing the language of the Moesi "Daco-Mysian". However, there is insufficient evidence about either Dacian or the Mysian language, both of which are virtually undocumented, to verify Strabo's claim. It is possible that Strabo made a false identification based solely on the similarity between the two tribal names, which may have been coincidental.
Hungarian Plain
The hypothesis that Dacian was widely spoken to the north-west of Dacia is primarily based on the career of Dacian king Burebista, who ruled approximately between 80 and 44 BC. According to Strabo, Burebista coalesced the Geto-Dacian tribes under his leadership and conducted military operations as far as Pannonia and Thracia. Although Strabo appears to portray these campaigns as short-term raids for plunder and to punish his enemies, several Romanian scholars have argued, on the basis of controversial interpretation of archaeological data, that they resulted in longer-term Dacian occupation and settlement of large territories beyond the dava zone.
Some scholars have asserted that Dacian was the main language of the sedentary population of the Hungarian Plain, at least as far as the river Tisza, and possibly as far as the Danube. Statements by ancient authors such as Caesar, Strabo and Pliny the Elder have been controversially interpreted as supporting this view, but these are too vague or ambiguous to be of much geographical value. There is little hard evidence to support the thesis of a large ethnic-Dacian population on the Plain:
Toponyms: Ptolemy (III.7.1) provides 8 placenames for the territory of the Iazyges Metanastae (i.e. the Hungarian Plain). None of these carry the Dacian -dava suffix. At least three -Uscenum, Bormanum and the only one which can be located with confidence, Partiscum (Szeged, Hungary) – have been identified as Celtic placenames by scholars.
Archaeology: Concentrations of La Tène-type cemeteries suggest that the Hungarian Plain was the scene of heavy Celtic immigration and settlement in the period 400–260 BC (see above). During the period 100 BC – AD 100, the archaeology of the sedentary population of the Plain has been interpreted by some dated scholars as showing Dacian (Mocsy 1974) or Celto-Dacian (Parducz 1956) features. However, surveys of the results of excavations using modern scientific methods, e.g. Szabó (2005) and Almássy (2006), favour the view that the sedentary population of the Hungarian Plain in this period was predominantly Celtic and that any Dacian-style features were probably the results of trade. Of 94 contemporaneous sites excavated between 1986 and 2006, the vast majority have been identified as probably Celtic, while only two as possibly Dacian, according to Almássy, who personally excavated some of the sites. Almássy concludes: "In the Great Hungarian Plain, we have to count on a sporadic Celtic village network in which the Celtic inhabitants lived mixed with the people of the Scythian Age [referring to traces of an influx of Scythians during the 1st century BC], that could have continued into the Late Celtic Period without significant changes. This system consisted of small, farm-like settlements interspersed with a few relatively large villages... In the 1st century AD nothing refers to a significant immigration of Dacian people." Visy (1995) concurs that there is little archaeological evidence of a Dacian population on the Plain before its occupation by the Sarmatians in the late 1st century AD.
Epigraphy: Inscription AE (1905) 14 records a campaign on the Hungarian Plain by the Augustan-era general Marcus Vinucius, dated to 10 BC or 8 BC i.e. during or just after the Roman conquest of Pannonia (bellum Pannonicum 14–9 BC), in which Vinucius played a leading role as governor of the neighbouring Roman province of Illyricum. The inscription states: "Marcus Vinucius...[patronymic], Consul [in 19 BC] ...[various official titles], governor of Illyricum, the first [Roman general] to advance across the river Danube, defeated in battle and routed an army of Dacians and Basternae, and subjugated the Cotini, Osi,...[missing tribal name] and Anartii to the power of the emperor Augustus and of the people of Rome." The inscription suggests that the population of the Hungarian Plain retained their Celtic character in the time of Augustus: the scholarly consensus is that the Cotini and Anartes were Celtic tribes and the Osi either Celts or Celticised Illyrians.
Slovakia
To the north-west, the argument has been advanced that Dacian was also prevalent in modern-day Slovakia and parts of Poland. The basis for this is the presumed Dacian occupation of the fortress of Zemplin in Slovakia in the era of Dacian king Burebista – whose campaigns outside Dacia have been dated c. 60 – 44 BC – and Ptolemy's location of two -dava placenames on the lower Vistula river in Poland.
The hypothesis of a Dacian occupation of Slovakia during the 1st century BC is contradicted by the archaeological evidence that this region featured a predominantly Celtic culture from c. 400 BC; and a sophisticated kingdom of the Boii Celtic tribe. Based in modern-day Bratislava during the 1st century BC, this polity issued its own gold and silver coinage (the so-called "Biatec-type" coins), which bear the names of several kings with recognised Celtic names. This kingdom is also evidenced by numerous Celtic-type fortified hill-top settlements (oppida), of which Zemplin is the foremost example in south-east Slovakia. Furthermore, the archaeological Puchov culture, present in Slovakia in this period, is considered Celtic by mainstream scholars. Some scholars argue that Zemplin was occupied by Burebista's warriors from about 60 BC onwards, but this is based on the presence of Dacian-style artefacts alongside the Celtic ones, which may simply have been cultural imports. But even if occupation by Dacian troops under Burebista actually occurred, it would probably have been brief, as in 44 BC Burebista died and his kingdom collapsed and split into 4 fragments. In any case, it does not follow that the indigenous population became Dacian-speakers during the period of Dacian control. Karol Pieta's discussion of the ethnicity of the Puchov people shows that opinion is divided between those who attribute the culture to a Celtic group – the Boii or Cotini are the leading candidates – and those who favour a Germanic group e.g. the Buri. Despite wide acknowledgement of Dacian influence, there is little support for the view that the people of this region were ethnic Dacians.
Poland
The hypothesis of a substantial Dacian population in the river Vistula basin is not widely supported among modern scholars, as this region is generally regarded as inhabited predominantly by Germanic tribes during the Roman imperial era e.g. Heather (2009).
Dacian vocabulary
Place names
Ptolemy gives a list of 43 names of towns in Dacia, out of which arguably 33 were of Dacian origin. Most of the latter included the suffix 'dava', meaning settlement or village. But, other Dacian names from his list lack the suffix, for example Zarmisegethusa regia = Zermizirga, and nine other names of Dacian origin seem to have been Latinised.
The Dacian linguistic area is characterised mainly with composite names ending in -dava, or variations such as -deva, -daua, -daba, etc. The settlement names ending in these suffixes are geographically grouped as follows:
In Dacia: Acidava, Argedava, Argidava, Buridava, Cumidava, Dokidaua, Karsidaua, Klepidaua, Markodaua, Netindaua, Patridaua, Pelendova, *Perburidava, Petrodaua, Piroboridaua, Rhamidaua, Rusidava, Sacidaba, Sangidaua, Setidava, Singidaua, Sykidaba, Tamasidaua, Utidaua, Zargidaua, Ziridava, Zucidaua – 26 names altogether.
In Lower Moesia (the present northern Bulgaria) and Scythia Minor (Dobruja): Aedabe, *Buteridava, *Giridava, Dausdavua, Kapidaua, Murideba, Sacidava, Scaidava (Skedeba), Sagadava, Sukidaua (Sucidava) – 10 names in total.
In Upper Moesia (the present districts of Nish, Sofia, and partly Kjustendil): Aiadaba, Bregedaba, Danedebai, Desudaba, Itadeba, Kuimedaba, Zisnudeba – 7 names in total.
Besides these regions, similar village names are found in three other places:
Thermi-daua (Ptolemy), a town in Dalmatia, a Grecised form of *Germidava. This settlement was probably founded by immigrants from Dacia.
Gil-doba – a village in Thrace, of unknown location.
Pulpu-deva in Thrace – today Plovdiv in Bulgaria.
A number of Dacian settlements do not have the -dava ending or variant suffix. Some of these are: Acmonia, Aizis, Amutria, Apulon, Arcina, Arcobadara, Arutela, Berzobis, Brucla, Diacum, Dierna, Dinogetia, Drobeta, Egeta, Genucla, Malva (Romula), Napoca, Oescus, Patruissa, Pinon, Potaissa, Ratiaria, Sarmizegetusa, Tapae, Tibiscum, Tirista, Tsierna, Tyrida, Zaldapa, Zeugma and Zurobara.
Tribal names
In the case of Ptolemy's Dacia, most of the tribal names are similar to those on the list of civitates, with few exceptions. Georgiev counts the Triballi, the Moesians and the Dardanians as Daco-Moesians.
Plant names
In ancient literary sources, the Dacian names for a number of medicinal plants and herbs survive in ancient texts, including about 60 plant names in Dioscorides. The Greek physician Pedanius Dioscorides, of Anazarbus in Asia Minor, wrote the medical textbook De Materia Medica () in the mid-1st century AD. In Wellmann's opinion (1913), accepted by Russu (1967), the Dacian plant names were added in the 3rd century AD from a glossary published by the Greek grammarian Pamphilus of Alexandria (1st century AD). The Dacian glosses were probably added to the Pseudo-Apuleius texts by the 4th century. The mixture of indigenous Dacian, Latin and Greek words in the lists of Dacian plant names may be explained by a linguistic crossing process occurring in that period.
Although many Dacian toponyms have uncertain meanings, they are more reliable as sources of Dacian words than the names of medicinal plants provided by Dioscorides, which have led to speculative identifications: out of 57 plants, 25 identifications may be erroneous, according to Asher & Simpson. According to the Bulgarian linguist Decev, of the 42 supposedly Dacian plant names in Dioscorides only 25 are truly Dacian, while 10 are Latin and 7 Greek. Also, of the 31 "Dacian" plant names recorded by Pseudo-Apuleius, 16 are really Dacian, 9 are Latin and 8 are Greek.
Examples of common Dacian, Latin and Greek words in Pseudo-Apuleius:
Dacian blis and Latin blitum (from Greek bliton for purple amaranth
Dacian amolusta and Campanian amolocia for chamomile
Dacian dracontos and Italic dracontes for rosemary
Reconstruction of Dacian words
Both Georgiev and Duridanov use the comparative linguistic method to decipher ancient Thracian and Dacian names, respectively. Georgiev (1977) argues that the meaning of an ancient placename in an unknown language can be deciphered by comparing it to its successor-names and to cognate placenames and words in other Indo-European languages, both ancient and modern. Georgiev considers decipherment by analysis of root-words alone to be devoid of scientific value. He gives several examples of his methodology, one of which refers to a town and river (a tributary of the Danube) in eastern Romania called Cernavodă, which in Slavic means "black water". The same town in antiquity was known as Ἀξίοπα (Axiopa) or Ἀξιούπολις (Axioupolis) and its river as the Ἀξιός (Axios). The working assumption is that Axiopa meant "black water" in Dacian, on the basis that Cernavodă is probably a calque of the ancient Dacian name. According to Georgiev, the likely IE root-word for Axios is *n̥-ks(e)y-no ("dark, black" cf. Avestan axsaena). On the basis of the known rules of formation of IE composite words, Axiopa would break down as axi = "black" and opa or upa = "water" in Dacian; the -polis element is ignored, as it is a Greek suffix meaning "city". The assumption is then validated by examining cognate placenames. There was another Balkan river also known in antiquity as Axios, whose source was in the Dacian-speaking region of Moesia: its modern Macedonian name is Crna reka (Slavic for "black river"): although it was in Dardania (Rep. of North Macedonia), a mainly Illyrian-speaking region. Georgiev considers this river-name to be of Daco-Moesian origin. The axi element is also validated by the older Greek name for the Black Sea, Ἄξεινος πόντος – Axeinos pontos, later altered to the euphemism Εὔξεινος πόντος Euxeinos pontos meaning "Hospitable sea". The opa/upa element is validated by the Lithuanian cognate upė, meaning "water"). The second component of the town's name *-upolis may be a diminutive of *upa cf. Lithuanian diminutive upelis.
[N.B. This etymology was questioned by Russu: Axiopa, a name attested to only in Procopius' De Aedificiis, may be a corrupted form of Axiopolis. However, even if correct, Russu's objection is irrelevant: it does not affect the interpretation of the axi- element as meaning "black", or the upa as meaning "water" cf. placename Scenopa. Fraser (1959) noted that the root axio that occurs in the place-name Axiopa is also found in Samothrace and in Sparta, where Athena Axiopoina was worshiped. Therefore, he considers this pre-Greek root to be of Thracian origin, meaning "great". However, there is no certainty that the axi element in Greece was of Thracian (as opposed to Greek or other language), or that it meant "great" rather than "black". In any case, this objection may not be relevant, if Thracian was a separate language to Dacian].
Some linguists are skeptical of this reconstruction methodology of Dacian. The phonetic systems of Dacian and Thracian and their evolution are not reconstructed directly from indigenous elements but from their approximative Greek or Latin transcripts. Greek and Latin had no dedicated graphic signs for phonemes such as č, ġ, ž, š and others. Thus, if a Thracian or Dacian word contained such a phoneme, a Greek or Latin transcript would not represent it accurately. The etymologies that are adduced to back up the proposed Dacian and Thracian vowel and consonant changes, used for word reconstruction with the comparative method, are open to divergent interpretations because the material is related to place names, with the exception of Dacian plant names and the limited number of glosses. Because of this, there are divergent and even contradictory assumptions for the phonological structure and development of the Dacian and Thracian languages. It is doubtful that the Dacian phonological system has been accurately reproduced by Greek or Latin transcripts of indigenous lexica.
In the case of personal names, the choice of the etymology is often a matter of compliance with assumed phonological rules. Since the geographical aspect of the occurrence of sound changes (i.e. o > a) within Thracian territory, based on the work of V. Georgiev, began to be emphasised by some researchers, the chronological aspect has been somewhat neglected. There are numerous cases where lack of information has obscured the vocalism of these idioms, generating the most contradictory theories. Today, some 3,000 Thraco-Dacian lexical units are known. In the case of the oscillation *o / *a, the total number of words containing it is about 30, many more than the ones cited by both Georgiev and Russu, and the same explanation is not valid for all of them.
Sound changes from Proto-Indo-European
Phonologically Dacian is a conservative Indo-European (IE) language. From the remaining fragments, the sound changes from Proto-Indo-European (PIE) to Dacian can be grouped as follows:
Short vowels
PIE *a and *o appear as a.
PIE accented *e, appears as ye in open syllable or ya in closed ones. Otherwise, PIE un-accented *e remains e.
PIE *i was preserved in Dacian as i.
Long vowels
PIE *ē and *ā appear as *ā
PIE *ō was preserved as *ō
Diphthongs
PIE *ai was preserved as *ai
PIE *oi appears in Dacian as *ai
PIE *ei evolution is not well reconstructed yet. It appears to be preserved to ei or that already passed to i.
PIE *wa was preserved as *wa.
PIE *wo appears as *wa.
PIE *we was preserved as *we.
PIE *wy appears as *vi.
PIE *aw was preserved as *aw.
PIE *ow appears as *aw.
PIE *ew was preserved as *ew.
Consonants
Like many IE stocks, Dacian merged the two series of voiced stops.
Both *d and *dh became d,
Both *g and *gh became g
Both *b and *bh became b
PIE *ḱ became ts
PIE *ǵ became dz
PIE *kʷ when followed by e, i became t̠ʃ. Otherwise became k. Same fate for PIE cluster *kw.
PIE *gʷ and *gʷh when followed by e or i became d̠ʒ. Otherwise became to g. Same fate for PIE cluster *gw
PIE *m, *n, *p, *t, *r, *l were preserved.
Note: In the course of the diachronic development of Dacian, a palatalisation of k and g appears to have occurred before front vowels according to the following process
k > or > e.g.:*ker(s)na is reflected by Tierna (Tabula Peutingeriana) Dierna (in inscriptions and Ptolemy), *Tsierna in station Tsiernen[sis], AD 157, Zernae (notitia Dignitatum), (colonia) Zernensis (Ulpian)
g > e.g.:Germisara appears as Γερμιζερα, with the variants Ζερμιζίργα, Ζερμίζιργα
Linguistic classification
Dacian was an Indo-European language (IE). Russu (1967, 1969 and 1970) suggested that its phonological system, and therefore that of its presumed Thraco-Dacian parent-language, was relatively close to the primitive IE system.
Several linguists classify Dacian as a satem IE language: Russu, Rădulescu, Katičić and Križman. In Crossland's opinion (1982), both Thracian and Dacian feature one of the main satem characteristics, the change of Indo-European *k and *g to s and z. But the other characteristic satem changes are doubtful in Thracian and are not evidenced in Dacian. In any case, the satem/centum distinction, once regarded as a fundamental division between IE languages, is no longer considered as important in historical linguistics by mainstream scholars. It is now recognised that it is only one of many isoglosses in the IE zone; that languages can exhibit both types at the same time, and that these may change over time within a particular language. There is much controversy about the place of Dacian in the IE evolutionary tree. According to a dated view, Dacian derived from a Daco-Thraco-Phrygian (or "Paleo-Balkan") branch of IE. Today, the Phrygian is no longer widely seen as linked in this way to Dacian and Thracian.
In contrast, the hypothesis of a Thraco-Dacian or Daco-Thracian branch of IE, indicating a close link between the Thracian and Dacian languages, has numerous adherents, including Russu 1967, Georg Solta 1980, Vraciu 1980, Crossland 1982, Rădulescu 1984, 1987. Mihailov (2008) and Trask 2000. The Daco-Thracian theory is ultimately based on the testimony of several Greco-Roman authors: most notably the Roman imperial-era historian and geographer Strabo, who states that the Dacians, Getae, Moesians and Thracians all spoke the same language. Herodotus states that "the Getae are the bravest and the most just amongst the Thracians", linking the Getae, and thus the Dacians, with the Thracians. Some scholars also see support for a close link between the Thracian and Dacian languages in the works of Cassius Dio, Trogus Pompeius, Appian and Pliny the Elder.
But the Daco-Thracian theory has been challenged since the 1960s by the Bulgarian linguist Vladimir I. Georgiev and his followers. Georgiev argues, on phonetic, lexical and toponymic grounds, that Thracian, Dacian and Phrygian were completely different languages, each a separate branch of IE, and that no Daco-Thraco-Phrygian or Daco-Thracian branches of IE ever existed. Georgiev argues that the distance between Dacian and Thracian was approximately the same as that between the Armenian and Persian languages, which are completely different languages. In elaborating the phonology of Dacian, Georgiev uses plant-names attested to in Dioscorides and Pseudo-Apuleius, ascertaining their literal meanings, and hence their etymology, using the Greek translations provided by those authors. The phonology of Dacian produced in this way is very different from that of Thracian; the vowel change IE *o > *a recurs and the k-sounds undergo the changes characteristic of the satem languages. For the phonology of Thracian, Georgiev uses the principle that an intelligible placename in a modern language is likely to be a translation of an ancient name.
Georgiev (1977) also argues that the modern Albanian language is descended from Dacian, specifically from what he called Daco-Moesian or Daco-Mysian, the Moesian dialect of Dacian, but this view has not gained wide acceptance among scholars and is rejected by most Albanian linguists, who consider that Albanian belongs to the Illyrian branch of IE. Polomé accepts the view that Albanian is descended from Illyrian but considers the evidence inconclusive.
Relationship with ancient languages
Thracian
There is general agreement among scholars that Dacian and Thracian were Indo-European languages; however, widely divergent views exist about their relationship:
Dacian was a northern dialect or a slightly distinct variety of the Thracian language. Alternatively, Thracian was a southern dialect of Dacian which developed relatively late. Linguists use the term Daco-Thracian or Thraco-Dacian to denote this presumed Dacian and Thracian common language. On this view, these dialects may have possessed a high degree of mutual intelligibility.
Dacian and Thracian were distinct but related languages, descended from a hypothetical Daco-Thracian branch of Indo-European. One suggestion is that the Dacian differentiation from Thracian may have taken place after 1500 BC. In this scenario, the two languages may have possessed only limited mutual intelligibility.
Dacian and Thracian were related, constituting separate branches of IE. However, they shared a large number of words, which were mutual borrowings due to long-term geographical proximity. Nevertheless, they would not have been mutually intelligible.
Georgiev (1977) and Duridanov (1985) argue that the phonetic development from proto-Indo-European of the two languages was clearly divergent.
Note: Asterisk indicates reconstructed PIE sound. ∅ is a zero symbol (no sound, when the sound has been dropped).
Georgiev and Duridanov argue that the phonetic divergences above prove that the Dacian and Thracian (and Phrygian, per Georgiev) languages could not have descended from the same branch of Indo-European, but must have constituted separate, stand-alone branches. However, the validity of this conclusion has been challenged due to a fundamental weakness in the source-material for sound-change reconstruction. Since the ancient Balkan languages never developed their own alphabets, ancient Balkan linguistic elements (mainly placenames and personal names) are known only through their Greek or Latin transcripts. These may not accurately reproduce the indigenous sounds e.g. Greek and Latin had no dedicated graphic signs for phonemes such as č, ġ, ž, š and others. Thus, if a Thracian or Dacian word contained such a phoneme, a Greek or Latin transcript would not represent it accurately. Because of this, there are divergent and even contradictory assumptions for the phonological structure and development of the Dacian and Thracian languages. This can be seen from the different sound-changes proposed by Georgiev and Duridanov, reproduced above, even though these scholars agree that Thracian and Dacian were different languages. Also, some sound-changes proposed by Georgiev have been disputed e.g. that IE *T (tenuis) became Thracian TA (tenuis aspiratae), and *M (mediae) = T: it has been argued that in both languages IE *MA (mediae aspiratae) fused into M and that *T remained unchanged. Georgiev's claim that IE *o mutated into a in Thracian, has been disputed by Russu.
A comparison of Georgiev's and Duridanov's reconstructed words with the same meaning in the two languages shows that, although they shared some words, many words were different. However, even if such reconstructions are accepted as valid, an insufficient quantity of words have been reconstructed in each language to establish that they were unrelated.
According to Georgiev (1977), Dacian placenames and personal names are completely different from their Thracian counterparts. However, Tomaschek (1883) and Mateescu (1923) argue that some common elements exist in Dacian and Thracian placenames and personal names, but Polomé considered that research had, by 1982, confirmed Georgiev's claim of a clear onomastic divide between Thrace and Moesia/Dacia.
Georgiev highlighted a striking divergence between placename-suffixes in Dacia/Moesia and Thrace: Daco-Moesian placenames generally carry the suffix -dava (variants: -daba, -deva), meaning "town" or "stronghold". But placenames in Thrace proper, i.e. south of the Balkan mountains commonly end in -para or -pera, meaning "village" or "settlement" (cf Sanskrit pura = "town", from which derives Hindi town-suffix -pur e.g. Udaipur = "city of Udai"). Map showing -dava/-para divide Georgiev argues that such toponymic divergence renders the notion that Thracian and Dacian were the same language implausible. However, this thesis has been challenged on a number of grounds:
Papazoglu (1978) and Tacheva (1997) reject the argument that such different placename-suffixes imply different languages (although, in general historical linguistics, changes in placename-suffixes are regarded as potentially strong evidence of changes in prevalent language). A possible objection is that, in 2 regions of Thrace, -para is not the standard suffix: in NE Thrace, placenames commonly end in -bria ("town"), while in SE Thrace, -diza/-dizos ("stronghold") is the most common ending. Following Georgiev's logic, this would indicate that these regions spoke a language different from Thracian. It is possible that this was the case: NE Thrace, for example, was a region of intensive Celtic settlement and may, therefore, have retained Celtic speech into Roman imperial times. If, on the other hand, the different endings were due simply to Thracian regional dialectal variations, the same could be true of the dava/para divide.
Papazoglu (1978) and Fisher (2003) point out that two -dava placenames are found in Thrace proper, in contravention of Georgiev's placename divide: Pulpudeva and Desudaba. However, according to Georgiev (1977), east of a line formed by the Nestos and Uskur rivers, the traditional western boundary of Thrace proper, Pulpudeva is the only known -dava-type placename, and Georgiev argues that it is not linguistically significant, as it was an extraneous and late foundation by the Macedonian king Philip II (Philippopolis) and its -dava name a Moesian import.
The dava/para divide appears to break down West of the Nestos-Uskur line, where -dava placenames, including Desudaba, are intermingled with -para names. However, this does not necessarily invalidate Georgiev's thesis, as this region was the border-zone between the Roman provinces of Moesia Superior and Thracia and the mixed placename suffixes may reflect a mixed Thracian/Moesian population.
Georgiev's thesis has by no means achieved general acceptance: the Thraco-Dacian theory retains substantial support among linguists. Crossland (1982) considers that the divergence of a presumed original Thraco-Dacian language into northern and southern groups of dialects is not so significant as to rank them as separate languages. According to Georg Solta (1982), there is no significant difference between Dacian and Thracian. Rădulescu (1984) accepts that Daco-Moesian possesses a certain degree of dialectal individuality, but argues that there is no fundamental separation between Daco-Moesian and Thracian. Renfrew (1990) argues that there is no doubt that Thracian is related to the Dacian which was spoken in modern-day Romania before that area was occupied by the Romans. However, all these assertions are largely speculative, due to the lack of evidence for both languages.
Polomé (1982) considers that the evidence presented by Georgiev and Duridanov, although substantial, is not sufficient to determine whether Daco-Moesian and Thracian were two dialects of the same language or two distinct languages.
Moesian
The ethnonym Moesi was used within the lands alongside the Danube river, in north-western Thrace. As analysed by some modern scholars, the ancient authors used the name Moesi speculatively to designate Triballians and also Getic and Dacian communities.
Illyrian
It is possible that Illyrian, Dacian and Thracian were three dialects of the same language, according to Rădulescu. Georgiev (1966), however, considers Illyrian a language closely related to Venetic and Phrygian but with a certain Daco-Moesian admixture. Venetic and Phrygian are considered centum languages, and this may mean that Georgiev, like many other paleolinguists, viewed Illyrian as probably being a centum language with Daco-Moesian admixture. Georgiev proposed that Albanian, a satemised language, developed from Daco-Moesian, a satemised language group, and not from Illyrian. But lack of evidence prevents any firm centum/satem classification for these ancient languages. Renfrew argues that the centum/satem classification is irrelevant in determining relationships between languages. This is because a language may contain both satem and centum features and these, and the balance between them, may change over time.
Gothic
There was a well-established tradition in the 4th century that the Getae, believed to be Dacians by mainstream scholarship, and the Gothi were the same people e.g. Orosius: Getae illi qui et nunc Gothi. This identification, now discredited, was supported by Jacob Grimm. In pursuit of his hypothesis, Grimm proposed many kindred features between the Getae and Germanic tribes.
Relationship with modern languages
Romanian
The mainstream view among scholars is that Daco-Moesian forms the principal linguistic substratum of modern Romanian, a neo-Latin (Romance) language, which evolved from eastern Balkan Romance in the period AD 300–600, according to Georgiev. The possible residual influence of Daco-Moesian on modern Romanian is limited to a modest number of words and a few grammatical peculiarities. According to Georgiev (1981), in Romanian there are about 70 words which have exact correspondences in Albanian, but the phonetic form of these Romanian words is so specific that they cannot be explained as Albanian borrowings. These words belong to the Dacian substratum in Romanian, while their Albanian correspondences were inherited from Daco-Moesian.
As in the case of any Romance language, it is argued that Romanian language derived from Vulgar Latin through a series of internal linguistic changes and because of Dacian or northern Thracian influences on Vulgar Latin in the late Roman era. This influence explains a number of differences between the Romanian-Thracian substrate and the French-Celtic, Spanish-Basque, and Portuguese-Celtic substrates. Romanian has no major dialects, perhaps a reflection of its origin in a small mountain region, which was inaccessible but permitted easy internal communication. The history of Romanian is based on speculation because there are virtually no written records of the area from the time of the withdrawal of the Romans around 300 AD until the end of the barbarian invasions around 1300 AD.
Many scholars, mostly Romanian, have conducted research into a Dacian linguistic substratum for the modern Romanian language. There is still not enough hard evidence for this. None of the few Dacian words known (mainly plant-names) and none of the Dacian words reconstructed from placenames have specific correspondent words in Romanian (as opposed to general correspondents in several IE languages). DEX doesn't mention any Dacian etymology, just a number of terms of unknown origin. Most of these are assumed by several scholars to be of Dacian origin, but there is no strong proof that they are. They could, in some cases, also be of pre-Indo-European origin (i.e. truly indigenous, from Stone Age Carpathian languages), or, if clearly Indo-European, be of Sarmatian origin – but there's no proof for this either.
It seems plausible that a few Dacian words may have survived in the speech of the Carpathian inhabitants through successive changes in the region's predominant languages: Dacian/Celtic (to AD 100), Latin/Sarmatian (c. 100–300), Germanic (c. 300–500), Slavic/Turkic (c. 500–1300), up to the Romanian language when the latter became the predominant language in the region.
Substratum of Common Romanian
The Romanian language has been denoted "Daco-Romanian" by some scholars because it derives from late Latin superimposed on a Dacian substratum, and evolved in the Roman colony of Dacia between AD 106 and 275. Modern Romanian may contain 160–170 words of Dacian origin. By comparison, modern French, according to Bulei, has approximately 180 words of Celtic origin. The Celtic origin of the French substratum is certain, as the Celtic languages are abundantly documented, whereas the Dacian origin of Romanian words is in most cases speculative.
It is also argued that the Dacian language may form the substratum of Common Romanian, which developed from the Vulgar Latin spoken in the Balkans north of the Jirecek line, which roughly divides Latin influence from Greek influence. About 300 words in Balkan Romance languages, Daco-Romanian, Aromanian, Megleno-Romanian, Istro-Romanian, may derive from Dacian, and many of these show a satem-reflex. Whether Dacian forms the substratum of Common Romanian is disputed, yet this theory does not rely only on the Romanisation having occurred in Roman Dacia, as Dacian was also spoken in Moesia and northern Dardania. Moesia was conquered by the Romans more than a century before Dacia, and its Latinity is confirmed by Christian sources.
The Dacian / Thracian substratum of Romanian is often connected to the words shared between Romanian and Albanian. The correspondences between these languages reflect a common linguistic background. Linguists like Eric Hamp, PB.P.Hasdeu, I.I.Russu and many others, see the Romanian language as a completely Romanised Daco-Moesian (Albanoid) language, whereas Albanian is a partly Romanised Daco-Moesian language. However, Dacian and Illyrian may have been more similar than most linguists believe, according to Van Antwerp Fine.
Albanian
Russu asserts a Thraco-Dacian origin for the pre-Roman lexical items shared by Albanian and Romanian. He argues that the Albanians descend from the Carpi, which he considers a tribe of Free Dacians. By rejecting the thesis of Illyrian- Albanian identification, Georgiev concludes that the Albanians originated in modern-day Romania or Serbia and that their language developed during the 4th to 6th centuries, when Common Romanian appeared. Georgiev further suggested that Daco-Moesian is the ancestor of modern Albanian, based on the phonologies of the two languages. Based on certain marked lexical and grammatical affinities between Albanian and Romanian, he also suggested proto-Albanian speakers migrated from Dardania into the region where Albanian is spoken today. However, this theory is rejected by most Albanian linguists, who consider Albanian a direct descendant of ancient Illyrian. Polomé supports this view on balance, but considers the evidence inconclusive. Other linguists argue that Albanian is a direct descendant of the language of the Bessi, a Thracian tribe that lived in the Rhodope Mountains.
Many authors in general terms consider that Thraco-Illyrian branch including Dacian survived in a form of Albanian language.
Baltic languages
There is significant evidence of at least a long-term proximity link, and possibly a genetic link, between Dacian and the modern Baltic languages. The Bulgarian linguist Ivan Duridanov, in his first publication claimed that Thracian and Dacian are genetically linked to the Baltic languages and in the next one he made the following classification:"The Thracian language formed a close group with the Baltic (resp. Balto-Slavic), the Dacian and the "Pelasgian" languages. More distant were its relations with the other Indo-European languages, and especially with Greek, the Italic and Celtic languages, which exhibit only isolated phonetic similarities with Thracian; the Tokharian and the Hittite were also distant. "
Duridanov's cognates of the reconstructed Dacian words are found mostly in the Baltic languages, followed by Albanian without considering Thracian. Parallels have enabled linguists, using the techniques of comparative linguistics, to decipher the meanings of several Dacian and Thracian placenames with, they claim, a high degree of probability. Of 74 Dacian placenames attested in primary sources and considered by Duridanov, a total of 62 have Baltic cognates, most of which were rated "certain" by Duridanov. Polomé considers that these parallels are unlikely to be coincidence. Duridanov's explanation is that proto-Dacian and proto-Thracian speakers were in close geographical proximity with proto-Baltic speakers for a prolonged period, perhaps during the period 3000–2000 BC. A number of scholars such as the Russian Topоrov have pointed to the many close parallels between Dacian and Thracian placenames and those of the Baltic language-zone – Lithuania, Latvia and in East Prussia (where an extinct but well-documented Baltic language, Old Prussian, was spoken until it was displaced by German during the Middle Ages).
After creating a list of names of rivers and personal names with a high number of parallels, the Romanian linguist Mircea M. Radulescu classified the Daco-Moesian and Thracian as Baltic languages of the south and also proposed such classification for Illyrian. The German linguist Schall also attributed a southern Baltic classification to Dacian. The American linguist Harvey Mayer refers to both Dacian and Thracian as Baltic languages. He claims to have sufficient evidence for classifying them as Baltoidic or at least "Baltic-like," if not exactly, Baltic dialects or languages and classifies Dacians and Thracians as "Balts by extension". According to him, Albanian, the descendant of Illyrian, escaped any heavy Baltic influence of Daco-Thracian. Mayer claims that he extracted an unambiguous evidence for regarding Dacian and Thracian as more tied to Lithuanian than to Latvian. The Czech archaeologist Kristian Turnvvald classified Dacian as Danubian Baltic. The Venezuelan-Lithuanian historian Jurate de Rosales classifies Dacian and Thracian as Baltic languages.
It appears from the study of hydronyms (river and lake names) that Baltic languages once predominated much farther eastwards and southwards than their modern confinement to the southeastern shores of the Baltic sea, and included regions that later became predominantly Slavic-speaking. The zone of Baltic hydronyms extends along the Baltic coast from the mouth of the Oder as far as Riga, eastwards as far as the line Yaroslavl–Moscow–Kursk and southwards as far as the line Oder mouth–Warsaw–Kyiv–Kursk: it thus includes much of northern and eastern Poland, Belarus and central European Russia.
Dacian as an Italic language
Another theory maintains that the Dacians spoke a language akin to Latin and that the people who settled in the Italian Peninsula shared the same ancestors.
The Romanian philologist Nicolae Densușianu argued in his book Dacia Preistorică (Prehistoric Dacia), published in 1913, that Latin and Dacian were the same language or were mutually intelligible. His work was considered by mainstream linguists to be pseudoscience. It was reprinted under the regime of Nicolae Ceaușescu. The first article to revive Densușianu's theory was an unsigned paper, "The Beginnings of the History of the Romanian People", included in Anale de istorie, a journal published by the Romanian Communist Party's Institute of Historical and Social-Political Studies. The article claimed that the Thracian language was a pre-Romance or Latin language. Arguments used in the article include for instance the absence of interpreters between the Dacians and the Romans, as depicted on the bas-reliefs of Trajan's column. The bibliography mentions, apart from Densușianu, the work of French academician Louis Armand, an engineer who allegedly showed that "the Thraco-Dacians spoke a pre-Romance language". Similar arguments are found in Iosif Constantin Drăgan's We, the Thracians (1976). About the same time Ion Horațiu Crișan wrote "Burebista and His Age" (1975). Nevertheless, the theory didn't rise to official status under Ceaușescu's rule.
Opinions about a hypothetical latinity of Dacian can be found in earlier authors: Sextus Rufus (Breviarum C.VIII, cf. Bocking Not, Dign. II, 6), Ovid (Trist. II, 188–189) and Horace (Odes, I, 20).
Iosif Constantin Drăgan and the New York City-based physician Napoleon Săvescu continued to support this theory and published a book entitled We Are Not Rome's Descendants. They also published a magazine called Noi, Dacii ("Us Dacians") and organised a yearly "International Congress of Dacology".
Less radical theories have suggested that Dacian was either Italic or Celtic, like the speakers of those Indo-European languages in Western Europe who became Latinized and now speak Romance languages.
The fate of Dacian
From the earliest times that they are attested, Dacians lived on both sides of Danube and on both sides of the Carpathians, evidenced by the northern Dacian town Setidava. It is unclear exactly when the Dacian language became extinct, or whether it has a living descendant. The first Roman conquest of part of Dacia did not extinguish the language, as Free Dacian tribes may have continued to speak Dacian in the area north-east of the Carpathians as late as the 6th or 7th century AD. According to one hypothesis, a branch of Dacian continued as the Albanian language (Hasdeu, 1901). Another hypothesis (Marius A.) considers Albanian to be a Daco-Moesian dialect that split off from Dacian before 300 BC and that Dacian itself became extinct. However, mainstream scholarship considers Albanian to be a descendant of the Illyrian language and not a dialect of Dacian. In this scenario, Albanian/Romanian cognates are either Daco-Moesian loanwords acquired by Albanian, or, more likely, Illyrian loanwords/substrate words acquired by Romanian.
The argument for a split before 300 BC is that inherited Albanian words (e.g. Alb motër 'sister' < Late IE *ma:ter 'mother') show the transformation Late IE /aː/ > Alb /o/, but all the Latin loans in Albanian having an /aː/ show Latin /aː/ > Alb a. This indicates that the transformation PAlb /aː/ > PAlb /o/ happened and ended before the Roman arrival in the Balkans. However, Romanian substratum words shared with Albanian show a Romanian /a/ that corresponds to an Albanian /o/ when the source of both sounds is an original common /aː/ (mazăre / modhull < *maːdzula 'pea', rață / rosë < *raːtjaː 'duck'), indicating that when these words had the same common form in Pre-Romanian and Proto-Albanian, the transformation PAlb /aː/ > PAlb /o/ had not yet begun. The correlation between these two theories indicates that the hypothetical split between the pre-Roman Dacians, who were later Romanised, and Proto-Albanian happened before the Romans arrived in the Balkans.
Extinction
According to Georgiev, Daco-Moesian was replaced by Latin as the everyday language in some parts of the two Moesiae during the Roman imperial era, but in others, for instance Dardania in modern-day southern Serbia and northern North Macedonia, Daco-Moesian remained dominant, although heavily influenced by eastern Balkan Latin. The language may have survived in remote areas until the 6th century. Thracian, also supplanted by Latin, and by Greek in its southern zone, is documented as a living language in approximately 500 AD.
See also
List articles
List of ancient cities in Thrace and Dacia
List of Dacian kings
List of Dacian names
List of Dacian plant names
List of Dacian towns
List of reconstructed Dacian words
Substrate in Romanian
Other articles
Albanian language
Daco-Thracian
Davae
Megleno-Romanian language
Thracian language
Thraco-Roman
Paleo-Balkan languages
Phrygian language
Scythian languages
Sinaia lead plates
Notes
Footnotes
Citations
Works cited
Ancient
Modern
; originally Culturpflanzen und Haustiere in ihrem Übergang aus Asien nach Griechenland und Italien sowie das übrige Europa: Historisch-linguistische Skizzen. Berlin: Gebr. Borntraeger, 1885
(online?)
Further reading
Ancient
Ammianus Marcellinus Res Gestae (c. 395)
Jordanes Getica (c. 550)
Sextus Aurelius Victor De Caesaribus (361)
Zosimus Historia Nova (c. 500)
Modern
CIL: Corpus Inscriptionum Latinarum
External links
Evidence for an Italic substratum of Romanian, by Keith Andrew Massey
Extinct languages of Europe
Unclassified Indo-European languages
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https://en.wikipedia.org/wiki/Stephen%20W.%20Kearny
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Stephen W. Kearny
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Stephen Watts Kearny (sometimes spelled Kearney) ( ) (August 30, 1794October 31, 1848) was one of the foremost antebellum frontier officers of the United States Army. He is remembered for his significant contributions in the Mexican–American War, especially the conquest of California. The Kearny code, proclaimed on September 22, 1846, in Santa Fe, established the law and government of the newly acquired territory of New Mexico and was named after him. His nephew was Major General Philip Kearny of American Civil War fame.
Early years
Stephen Watts Kearny was the fifteenth and youngest child of Philip and Susanna Watts Kearny. His father, who was of Irish ancestry (the family name had originally been O'Kearny), was a successful wine merchant and landowner in Perth Amboy, New Jersey, before the start of the American Revolution (1775–83). Kearny was born in Newark, New Jersey, the son of Philip Kearny Sr. and Susanna Watts. His maternal grandparents were the wealthy merchant Robert Watts of New York and Mary Alexander, the daughter of Major General "Lord Stirling" William Alexander and Sarah "Lady Stirling" Livingston of American Revolutionary War fame. Stephen Watts Kearny went to public schools. After high school, he attended Columbia University in New York City for two years. He joined the New York militia as an ensign in 1812.
Marriage and family
In the late 1820s after his career was established, Kearny met, courted and married Mary Radford, the stepdaughter of William Clark of the Lewis and Clark Expedition. The couple had eleven children, of whom six died in childhood. He was the uncle of Philip Kearny, a Union general in the American Civil War who was killed at the Battle of Chantilly.
Career
In 1812 Kearny was commissioned as a First Lieutenant in the War of 1812 in the 13th Infantry Regiment in the U.S. Army. On 13 October 1812 during the Battle of Queenston Heights, Kearny and Lieutenant Colonel Winfield Scott led a charge, which took the British position; but the enemy retook it, when the "untrained militiamen" did not reinforce the U.S. Regular's which had taken the objective. "Humiliated, Kearny and Scott were forced to surrender;" wounded and prisoners, he and Scott spent several months in captivity before being paroled. But this experience would "harden" his prejudice against militias for the rest of his army career. Kearny was promoted to captain on April 1, 1813. After the war, he chose to remain in the US Army and was promoted to brevet major in 1823; major, 1829; and lieutenant colonel, 1833. He was assigned to the western frontier under command of Gen. Henry Atkinson, and in 1819 he was a member of the expedition to explore the Yellowstone River in present-day Montana and Wyoming. The Yellowstone Expedition of 1819 journeyed only as far as present-day Nebraska, where it established Cantonment Missouri, later renamed Fort Atkinson. Kearny was also on the 1825 expedition that reached the mouth of the Yellowstone River. During his travels, he kept extensive journals, including his interactions with Native Americans.
In 1826, Captain Kearny was appointed as the first commander of the new Jefferson Barracks in Missouri south of St. Louis. While stationed there, he was often invited to the nearby city, the center of fur trade, economics and politics of the region. By way of Meriwether Lewis Clark, Sr., he was invited as a guest of William Clark of the Lewis and Clark Expedition.
In 1833, Lieutenant Colonel Kearny was appointed second in command of the newly organized 1st Dragoon Regiment. The U.S. Cavalry eventually grew out of this regiment, which was re-designated the 1st United States Cavalry in 1861, earning Kearny his nickname as the "father of the United States Cavalry". The regiment was stationed at Fort Leavenworth in present-day Kansas, and Kearny was promoted to the rank of colonel in command of the regiment in 1836. He was also made commander of the Army's Third Military Department, charged with protecting the frontier and preserving peace among the tribes of Native Americans on the Great Plains.
By the early 1840s, when emigrants began traveling along the Oregon Trail, Kearny often ordered his men to escort the travelers across the plains to avoid attack by the Native Americans. The practice of the military's escorting settlers' wagon trains would become official government policy in succeeding decades. To protect the travelers, Kearny established a new post along Table Creek near present-day Nebraska City, Nebraska. The outpost was named Fort Kearny. However, the Army realized the site was not well-chosen, and the post was moved to the present location on the Platte River in central Nebraska.
In May 1845, Kearny marched his 1st Dragoons of 15 officers and 250 men in a column of twos out the gates of Ft. Leavenworth for a nearly four-month-long reconnaissance into the Rocky Mountains and the South Pass, "the gateway to Oregon." The Dragoons traveled light and fast, hauling 17 supply wagons, driving 50 sheep, and 25 beefs on the hoof (cattle). Kearny's Dragoons covered nearly a day and upon their approach to Ft. Laramie they had traveled nearly in four weeks. "Barely two weeks later Kearny and his troopers stood atop South Pass, held a regimental muster on the continental divide, and turned toward home." Marching his Dragoons down the Rocky Mountains, past the future site of Denver Colorado, then Bent's Fort, then onto the Santa Fe Trail. When they arrived back to Ft. Leavenworth on August 24, 1845, they had successfully conducted a reconnaissance of over in 99 days. "The march of the 1st dragoons was truly an outstanding example of cavalry mobility."
Mexican–American War (1846–1848)
At the outset of the Mexican–American War, Kearny was promoted to brigadier general on June 30, 1846, and took a force of about 2,500 men to Santa Fe, New Mexico. His Army of the West (1846) consisted of 1600 men in the volunteer First and Second Regiments of Fort Leavenworth, Missouri Mounted Cavalry regiment under Alexander Doniphan; an artillery and infantry battalion; 300 of Kearny's 1st U.S. Dragoons (mounted infantrymen) and about 500 members of the Mormon Battalion. With this force, and due largely to the behind the scenes and coordinated efforts of U.S. President Polk, New Mexico Governor Armijo, and the American merchant James Wiley Magoffin, who had 20 years of trading experience in Mexico; Kearny was able to comply with the president's wishes, and conquer New Mexico without firing a shot.
Kearny established a joint civil and military government, appointing Charles Bent, a prominent Santa Fe Trail trader living in Taos, New Mexico as acting civil. He divided his forces into four commands: one, under Col. Sterling Price, appointed military governor, was to occupy and maintain order in New Mexico with his approximately 800 men; a second group under Col. Alexander William Doniphan, with a little over 800 men was ordered to capture El Paso, in the state of Chihuahua, Mexico and then join up with General John E. Wool; the third command of about 300 dragoons mounted on mules, he led under his command to California along the Gila River trail. The Mormon Battalion, mostly marching on foot under Lt. Col. Philip St. George Cooke, was directed to follow Kearny with wagons to blaze a new southern wagon route to California.
On the plaza in Santa Fe, a monument marks a fateful day. Gen. Kearny had entered the city after routing the militia of New Mexico under the command of Governor Armijo and entered a city then undefended but very hostile. He marched to the plaza in front of the Palacio Real, and took down the flag of the state of New Mexico, which he thought was the flag of Mexico. In its place he hoisted the Stars and Stripes and gave the speech which is summarized on the monument. New Mexico was then a state with a democratically constituted government, which Kearny overthrew, installing in its place under the Kearny Code a military dictatorship. The next year, in 1847, three men pressed the case for the restoration of New Mexico's statehood and its admission to the American Union: Zachary Taylor, Abraham Lincoln, and Kearny's rival, John Charles Frémont. New Mexico's statehood and self-government were not restored until 1912.
California
Kearny, per orders from President Polk, set out to "conquer and take possession of California" on September 25, 1846, with a force of 300 men. En route he encountered Kit Carson, a scout of John C. Frémont's California Battalion, carrying messages back to Washington, D.C., on the status of hostilities in California. Kearny learned that California was, at the time of Carson's last information, under American control of the marines and bluejacket sailors of Commodore Robert F. Stockton of the U.S. Navy's Pacific Squadron and Frémont's California Battalion. Kearny asked Carson to guide him back to California while he sent Carson's messages east with a different courier. Kearny sent 200 dragoons back to Santa Fe believing that California was secure. After traveling almost his weary 100 dragoons and most of his nearly worn-out mounts were replaced by untrained mules purchased from a mule herder's herd being driven to Santa Fe from California. On a trip across the Colorado Desert to San Diego Kearny encountered marine Major Archibald H. Gillespie and about 30 men with news of an ongoing Californio revolt in Los Angeles.
On a wet December 6, 1846 day Kearny's forces encountered Andrés Pico (Californio Governor Pio Pico's brother) and a force of about 150 Californio Lancers. With most of his men mounted on weary untrained mules, his command executed an uncoordinated attack of Pico's force. They found most of their powder wet and pistols and carbines would not fire. They soon found their mules and cavalry sabers were poor defense against Californio Lancers mounted on well-trained horses. Kearny's column, along with the small force of Marines and volunteer militia, suffered defeat. About 18 men of Kearny's force were killed; retreating to a hill top to dry their powder and treat their wounded, they were surrounded by Andre Pico's forces. Kearny was slightly wounded in this encounter, the Battle of San Pasqual. Kit Carson got through Pico's men and returned to San Diego. Commodore Stockton sent a combined force of U.S. Marine and U.S. Navy bluejacket sailors under Capt. Archibald H. Gillespie (USMC), and Lieutenant Edward F. Beale (USN), to relieve Kearny's column. The U.S. forces quickly drove out the Californios. In January 1847 a combined force of about 600 men consisting of Kearny's dragoons, Stockton's marines and sailors, and two companies of Frémont's California Battalion won the Battle of Rio San Gabriel and the Battle of La Mesa and retook control of Los Angeles on January 10, 1847. The Californio forces in California capitulated on January 13 to Lt. Col. John C. Frémont and his California Battalion. The Treaty of Cahuenga ended the fighting of the Mexican–American War in Alta California on that date. Kearny and Stockton decided to accept the liberal terms offered by Frémont to terminate hostilities, despite Andrés Pico's breaking his earlier, solemn pledge that he would not fight U.S. forces.
As the ranking Army officer, and per orders from President Polk, Kearny claimed command of California at the end of hostilities despite the fact that California was initially brought under U.S. control by Commodore Stockton's, Pacific Squadron's forces. This began an unfortunate rivalry with Stockton, whose rank was equivalent to a rear admiral (lower half) today. Stockton and Kearny had the same equivalent rank (one star) and unfortunately, the War Department had not worked out a protocol for who would be in charge. Stockton seized on the treaty of capitulation and appointed Frémont military governor of California.
In July 1846, Col. Jonathan D. Stevenson of New York was asked to raise a volunteer regiment of 10 companies of 77 men each to go to California with the understanding that they would muster out and stay in California. They were designated the 1st Regiment of New York Volunteers and fought in the California Campaign and the Pacific Coast Campaign. In August 1846 and September the regiment trained and prepared for the trip to California. Three private merchant ships, Thomas H Perkins, Loo Choo and Susan Drew, were chartered, and the sloop was assigned convoy detail. On 26 September the four ships left New York for California. Fifty men who had been left behind for various reasons sailed on November 13, 1846, on the small storeship USS Brutus. The Susan Drew and Loo Choo reached Valparaíso, Chile by January 20, 1847, and after getting fresh supplies, water and wood were on their way again by January 23. The Perkins did not stop until San Francisco, reaching port on March 6, 1847. The Susan Drew arrived on March 20 and the Loo Choo arrived on March 16, 183 days after leaving New York. The Brutus finally arrived on April 17.
After desertions and deaths in transit the four ships brought 648 men to California. The companies were then deployed throughout Upper (Alta) and Lower (Baja) California from San Francisco to La Paz, Mexico. These troops finally allowed Kearny to assume command of California as ranking Army officer. The troops essentially took over all of the Pacific Squadron's on-shore military and garrison duties and the California Battalion and Mormon Battalion's garrison duties as well as some Baja California duties.
With all these reinforcements in hand Kearny assumed command, appointed his own territorial military governor and ordered Frémont to resign and accompany him back to Fort Leavenworth, Kansas. On Kearny and Frémont's trip back east on the California Trail, accompanied by some members of the Mormon Battalion who had re-enlisted, they found and buried some of the Donner Party's remains on their trip over the Sierra Nevadas. Once at Fort Leavenworth, Frémont was restricted to barracks and ordered court-martialed for insubordination and willfully disregarding an order. A court martial convicted Frémont and ordered that he receive a dishonorable discharge, but President James K. Polk quickly commuted Frémont's sentence due to services he had rendered over his career. Frémont resigned his commission in disgust and settled in California. In 1847 Frémont purchased the Rancho Las Mariposas, a large land grant in the foothills of the Sierra Nevada mountains near Yosemite, which proved to be rich in gold. Frémont was later elected one of the first U.S. senators from California and was the first presidential candidate of the new Republican Party in 1856.
Governorship and last years
Kearny remained military governor of California until May 31, when he set out overland across the California Trail to Washington, D.C., and was welcomed as a hero. He was appointed governor of Veracruz, and later of Mexico City. He also received a brevet promotion to major general in September 1848, over the heated opposition of Frémont's father-in-law, Senator Thomas Hart Benton.
After contracting yellow fever in Veracruz, Kearny had to return to St. Louis. He died there on October 31, 1848, at the age of 54. He was buried at Bellefontaine Cemetery, now a National Historic Landmark in St. Louis.
Legacy and memory
Historian Allan Nevins, examining his attacks on Frémont, states that Kearny:
was a stern-tempered soldier who made few friends and many enemies-- who has been justly characterized by the most careful historian of the period, Justin H. Smith, as "grasping, jealous, domineering, and harsh." Possessing these traits, feeling his pride stung by his defeat at San Pasqual, and anxious to assert his authority, he was no sooner in Los Angeles than he quarreled bitterly with Stockton; and Frémont was not only at once involved in this quarrel, but inherited the whole burden of it as soon as Stockton left the country.
Kearny "was simply, a professional soldier's soldier, and he "may have been the only general in the Mexican War who did not long to become president.
Kearny is the namesake of Kearny, Arizona and Kearney, Nebraska. Kearny, New Jersey near Kearny's place of birth, is named after his nephew, Philip Kearny, Jr. of American Civil War fame. Many schools are named after Kearny, including Kearny Elementary in Santa Fe, New Mexico and Kearny High School in the San Diego neighborhood of Kearny Mesa. Kearny Street, in downtown San Francisco, is also named for him, as is a street within Fort Leavenworth, Kansas. Camp Kearny in San Diego, a U.S. military base which operated from 1917 to 1946 on the site of today's Marine Corps Air Station Miramar, was named in his honor. Fort Kearny in Nebraska is also named for him.
Two U.S. postage stamps relate to Kearny. Scott catalog number 970, printed in 1948, commemorates Fort Kearny, and number 944, issued in 1946, the capture of Santa Fe. The accuracy of the latter's depiction has been questioned.
Actor Robert Anderson (1920–1996) played General Kearny in the 1966 episode "The Firebrand" of the syndicated western television series, Death Valley Days. Gregg Barton was cast as Commodore Robert F. Stockton, with Gerald Mohr as Andrés Pico and Will Kuluva as Pio Pico. The episode is set in 1848 with the establishment of California Territory and the tensions between the outgoing Mexican government and the incoming American governor.
Stephen W. Kearny is the default name of the United States hero unit in Age of Empires III: Definitive Edition.
References
Further reading
Ames, George Walcott, Jr. (Introduction and notes) and a foreword by Lyman, George, D., M.D. (1943) A Doctor Comes to California, The Diary of John S. Griffin, Assistant Surgeon with Kearny's Dragoons, 1846-1847. San Francisco, California Historical Society, MCMXLIII.
Calvin, Ross, Ph.D., (Introduction and notes). (1951). Lieutenant Emory Reports: A Reprint of Lieutenant W. H. Emory's NOTES OF A MILITARY RECONNOISSANCE FROM FORT LEAVENWORTH, IN MISSOURI TO SAN DIEGO, IN CALIFORNIA. 1848. New York: Published by H. Long & Brother.
Clarke, Dwight L. and Ruhlen, George. (1964). The California Historical Society Quarterly; March 1964. Article (p. 37-44): The Final Roster of the Army of the West, 1846-1847, By Dwight L. Clarke and George Ruhlen.
Clarke, Dwight L, (Editor). (1966). The Original Journals of Henry Smith Turner, With Stephen Watts Kearny to New Mexico and California 1846-1847
Clarke, Dwight L. Stephen Watts Kearny: Soldier of the West (1962).
Fleek, Sherman L. "The Kearny/Stockton/Frémont Feud: The Mormon Battalion's Most Significant Contribution in California." Journal of Mormon History 37.3 (2011): 229–257. online
Franklin, William B., Lieutenant. (1979) March to South Pass: Lieutenant William B. Franklin's Journal of the Kearny Expedition of 1845. Edited and Introduction by Frank N. Schubert; Engineer Historical Studies, Number 1; EP 870-1-2. Historical Division, Office of Administrative Services, Office of the Chief of Engineers.
Fredriksen, John C. "Kearny, Stephen Watts (30 August 1794–31 October 1848)" American National Biography (1999) online
Myers, Harry, C. (Editor). (1982). From the Crack of the Frontier: Letters of Thomas and Charlotte Swords. Sekan Publications, 2210 S. Main, Fort Scott, KS 66701.
Peet, Mary Rockwood. (1949). San Pasqual, A Crack in the Hills. The Highland Press, Culver City, California.
Roberts, Elizabeth, Judson. (1917). Indian Stories of the Southwest. San Francisco, Harr Wagner Publishing Co.
Woodward, Arthur. (1948). Lances at San Pascual. San Francisco: Historical Society. Reprinted with additions, from Vol. XXV, No. 4 and Vol. XXVI, Number 1. Special Publication Number 22.
External links
"Stephen W. Kearny", Mexican–American War, PBS
A Continent Divided: The U.S. - Mexico War, Center for Greater Southwestern Studies, the University of Texas at Arlington
Photo, US Dragoons officer's full dress coat, of Stephen W. Kearny, Missouri History Museum, St. Louis
General Stephen Watts Kearny Stephens Watts Kearny Chapter (Santa Fe, New Mexico) of the Daughters of the American Revolution (painting of a youthful Kearny)
United States military governors of California
American military personnel of the Mexican–American War
People of the Conquest of California
1794 births
1848 deaths
American people of Dutch descent
American people of Irish descent
American people of Scottish descent
Livingston family
Oregon Trail
Politicians from Newark, New Jersey
Columbia College (New York) alumni
United States Army generals
Burials at Bellefontaine Cemetery
19th-century American politicians
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https://en.wikipedia.org/wiki/WrestleMania
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WrestleMania
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WrestleMania is a professional wrestling event held annually between mid-March and mid-April by the American company WWE, the world's largest professional wrestling promotion. Since premiering in 1985, 39 editions have been held, with its most recent 39th edition occurring at SoFi Stadium in Inglewood, California on April 1 and 2, 2023. WrestleMania was WWE's first-ever pay-per-view (PPV) produced and is the most successful and longest-running professional wrestling event in history. The event has been shown through traditional PPV since 1985, and has been available to livestream on the WWE Network since 2014 and Peacock since 2021. WrestleMania was conceptualized by WWE executive chairman Vince McMahon and named by ring announcer and WWE Hall of Famer Howard Finkel. It is the company's flagship event and along with Royal Rumble, SummerSlam, Survivor Series, and Money in the Bank, it is referred to as one of the "Big Five", WWE's five biggest annual events of the year.
The widespread success of WrestleMania helped transform professional wrestling. The annual event has facilitated the rise to stardom of several top WWE wrestlers. Celebrities such as Aretha Franklin, Cyndi Lauper, Muhammad Ali, Mr. T, Mike Tyson, Donald Trump, Floyd Mayweather Jr., Snoop Dogg, Ronda Rousey, Rob Gronkowski, Shaquille O'Neal, and Bad Bunny, among many others, have made special appearances within the events, with some participating in matches. Rousey herself later became a full-time professional wrestler and was one of three women to compete in the first women's match to headline a WrestleMania in 2019.
The first WrestleMania was held in Madison Square Garden in New York City; the 10th and 20th editions were also held there. WrestleMania III in the Detroit suburb of Pontiac, Michigan was the highest-attended indoor sports event in the world, with 93,173 fans in attendance. The record stood until February 14, 2010, when the 2010 NBA All-Star Game broke the indoor sporting event record with an attendance of 108,713 at Cowboys Stadium, since renamed AT&T Stadium, in Arlington, Texas. In 2016, WrestleMania 32 surpassed WrestleMania III as the highest-attended professional wrestling event ever held in America, with 101,763 fans in attendance at AT&T Stadium, although the company revealed that attendance figures are manipulated for marketing purposes through investor calls. All editions of the event have been hosted in North American cities, with 37 in the United States and two in Canada.
The only WrestleMania in the event's history to not air live and be held without fans in attendance was WrestleMania 36 in 2020 due to the COVID-19 pandemic; it was the first major professional wrestling event to be affected by the pandemic. It was also the first to be held across two nights, with each WrestleMania since becoming two-night events. WrestleMania 37 in 2021 was WWE's first event back with a live crowd, but at a reduced venue capacity before the company resumed live touring with full capacity crowds in July that year.
Organization
Most WrestleMania events have taken place in large stadiums in large cities, with some in sports arenas. Much like the Super Bowl, cities bid for the right to host the year's edition of WrestleMania. The most-attended events include WrestleMania III (93,173) in Pontiac, WrestleMania VI (67,678) in Toronto, WrestleMania VIII (62,167) in Indianapolis, WrestleMania X-Seven (67,925) in Houston, WrestleMania X8 (68,237) also in Toronto, WrestleMania XIX (54,097) in Seattle, WrestleMania 23 (80,103) in Detroit, WrestleMania XXIV (74,635) in Orlando, WrestleMania 25 (72,744) also in Houston, WrestleMania XXVI (72,219) in Phoenix, WrestleMania XXVII (71,617) in Atlanta, WrestleMania XXVIII (78,363) in Miami, WrestleMania 29 (80,676) in East Rutherford, WrestleMania XXX (75,167) in New Orleans, WrestleMania 31 (76,976) in Santa Clara, and WrestleMania 32 (101,763) in Arlington. Since moving to large stadiums and running WrestleMania Axxess, the event produces a local economy boost for the host cities.
WrestleMania centers on the main event matches, primarily for the WWE Championship – and additional world titles, such as the World Heavyweight Championship (2003–2013) and the WWE Universal Championship (since 2017) – as well as matches involving celebrities such as American footballer Lawrence Taylor or actor Mr. T. Other WWE championships are also contested for, while the match card also includes gimmick matches and matches involving personal feuds.
Since 1993, the winner of the annual Royal Rumble match receives a guaranteed WWE Championship match at the same year's WrestleMania (except in 2016 in which the championship was the prize of the match itself). With the introduction of the World Heavyweight Championship in 2002, the winner was also given the option to choose between it or the WWE Championship. The creation of the ECW brand in June 2006 gave the Rumble winner a third option, the ECW Championship. This option was made available from 2007 until the brand was retired in 2010; however, the title was never chosen. The brand split ended in 2011 and the WWE and World Heavyweight Championships were unified in 2013, leaving the former as the only title to challenge for until the reintroduction of the brand split in 2016, which added the WWE Universal Championship as a choice. A women's Royal Rumble match was introduced in 2018, with the winner receiving the option of challenging for either the WWE Raw Women's Championship or WWE SmackDown Women's Championship, which were renamed as the WWE Women's Championship and Women's World Championship, respectively, in June 2023. NXT's championships, the NXT Championship and NXT Women's Championship, became additional choices in 2020, but were dropped as choices in 2022 after NXT reverted to its original status as WWE's developmental brand in September 2021.
WrestleMania 21 saw the introduction of the Money in the Bank ladder match. This match features six to ten participants and took place at six WrestleManias between 2005 and 2010 before becoming the headline match of its own pay-per-view event, Money in the Bank which incorporated the use of two Money in the Bank ladder matches for both respective WWE brands, Raw and SmackDown (since 2017, two matches have been held at the titular event, but one each for the men and women, with participants divided between the brands). The participant who retrieves the briefcase suspended above the ring wins a contract, which guarantees a world title match at the time and place of the winner's choosing for up to one year, including the following year's WrestleMania. This lasted until 2010 when the Money in the Bank pay-per-view was introduced and thus the Money in the Bank ladder match was retired from WrestleMania.
Forbes named WrestleMania one of the world's most valuable sports event brands from 2014 to 2019, ranking it sixth with a brand value of US$245 million in 2019 behind the Super Bowl, Summer Olympics, NCAA Final Four, the FIFA World Cup, and the College Football Playoffs.
Commentators
For five of the first six WrestleManias, Gorilla Monsoon and Jesse Ventura served as the color commentators (the exception being WrestleMania 2, which was split among three venues and had Monsoon, Ventura, and Vince McMahon split up with guest commentators), while Bobby Heenan, Gene Okerlund, Lord Alfred Hayes, and others filled guest roles. For WrestleMania VII and VIII, Monsoon and Heenan provided color commentary. In the mid to late 1990s, the commentator team comprised Vince McMahon, Jim Ross, and Jerry Lawler. Since the brand separation in 2002, matches from the Raw brand have been called by Ross and Lawler; the SmackDown matches called by Michael Cole, Tazz, John "Bradshaw" Layfield, and Jonathan Coachman, and from 2006 to 2010, the ECW matches called by Joey Styles and Tazz. At WrestleMania 25, the first three-man inter-brand commentary team since the brand extension was introduced was used and consisted of Jim Ross, Jerry "The King" Lawler, and Michael Cole. The following year at WrestleMania XXVI, Jim Ross was replaced by Matt Striker. At WrestleMania XXVII, Jim Ross returned to commentate, along with Josh Mathews and new SmackDown color commentator Booker T; the sudden change of commentary was due to a singles match between regular commentators Michael Cole and Lawler. Howard Finkel, who is credited with coming up with the name "WrestleMania" in 1984, has served as the long-standing ring-announcer and has appeared at every event except WrestleMania 33, but since the introduction of the WWE brand extension, Lilian Garcia, Tony Chimel, and Justin Roberts took over as announcers for their respective brand's matches. Four French commentators were at ringside: Jean Brassard and Raymond Rougeau (WrestleMania 13), Phillippe Chéreau, and Christophe Agius (WrestleMania XXX, WrestleMania 31, WrestleMania 32, and WrestleMania 33).
History
1980s
The World Wrestling Federation staged the first WrestleMania on March 31, 1985, at Madison Square Garden in New York City. The main event was a tag-team match between WWF World Heavyweight Champion Hulk Hogan and Mr. T, accompanied by Jimmy Snuka against the team of Roddy Piper and Paul Orndorff, who were accompanied by Cowboy Bob Orton. The financial and critical success of the event secured the company's status as the most successful professional wrestling promotion in the United States, rising above competitors such as the National Wrestling Alliance and American Wrestling Association. In attendance were business celebrity Sy Sperling and broadcasting executive Tony D'Angelo. WrestleMania 2 was held the following year and took place in three venues across the country. The Nassau Veterans Memorial Coliseum in Uniondale, New York, the Rosemont Horizon (now Allstate Arena) in the Chicago suburb of Rosemont, Illinois, and the Los Angeles Memorial Sports Arena in Los Angeles. They each featured multiple matches that led up to the main event; this saw WWF World Heavyweight Champion Hulk Hogan defeat King Kong Bundy in a Steel Cage match.
A world indoor attendance-record of 93,173 fans was set at WrestleMania III, which was also the largest paying attendance in the history of professional wrestling at the time. The event is widely considered to be the pinnacle of the 1980s wrestling boom. To make certain that every seat in the Pontiac Silverdome would be filled, WWF decided to exclude the entire state of Michigan from pay-per-view access to the event, which made attending the event the only way for fans in Michigan to see it. The event featured Hulk Hogan defending the WWF World Heavyweight Championship against André the Giant and the WWF Intercontinental Heavyweight Championship match between "Macho Man" Randy Savage and Ricky "The Dragon" Steamboat. The match between Savage and Steamboat would go on to be regarded as one of the greatest matches in WrestleMania history and is acknowledged by many (including Vince McMahon) as having "stolen the show".
WrestleMania IV was held at the Atlantic City Convention Hall in Atlantic City, New Jersey (though on the broadcast it was billed as being held in the Trump Plaza because the adjacent casino hotel was the event's primary sponsor). The event was an all-tournament event to crown a new WWF World Heavyweight Champion, with four non-tournament matches to fill between the gaps in the tournament rounds. The second round of the tournament featured a rematch of the previous year's main event between Hulk Hogan and André the Giant while Randy Savage went on to defeat Ted DiBiase in the finals to win the championship.
The next event, WrestleMania V, returned the event to Atlantic City, in which Hulk Hogan defeated Randy Savage for the WWF World Heavyweight Championship, which Savage had won the previous year. To date, this is the only time consecutive WrestleManias were held in the same venue. The event also saw the WrestleMania in-ring debut of Shawn Michaels, who would later go on to earn the moniker "Mr. WrestleMania".
1990s
The first time WrestleMania took place outside of the United States was WrestleMania VI, which was held at the SkyDome (now Rogers Centre) in Toronto, Ontario, Canada. In the main event match, The Ultimate Warrior won the WWF World Heavyweight Championship from Hulk Hogan. The following year, the event returned to the United States for WrestleMania VII, which was originally scheduled to be held at the outdoors Los Angeles Memorial Coliseum. The event was moved to the adjacent indoors Los Angeles Memorial Sports Arena after poor ticket sales, sold on television as being for security reasons related to the Gulf War and Sgt. Slaughter's storyline defection to Iraq. The event saw Hulk Hogan face defending champion Sgt. Slaughter for the WWF World Heavyweight Championship, while The Undertaker made his WrestleMania debut, defeating Jimmy Snuka. Following this, The Undertaker went undefeated in 21 of his WrestleMania matches until he lost to Brock Lesnar at WrestleMania XXX in 2014. The next edition, WrestleMania VIII, was held in the Hoosier Dome with "Macho Man" Randy Savage defeating Ric Flair for the WWF World Heavyweight Championship and Hulk Hogan defeating Sid Justice via disqualification.
WrestleMania IX was the first WrestleMania held at an outdoor venue. It was also the first and only time in WrestleMania history that the WWF World Heavyweight Championship switched twice. Yokozuna defeated Bret Hart to become the WWF World Heavyweight Champion, only to lose it to Hulk Hogan in an impromptu match. WrestleMania X saw the event's return to Madison Square Garden. The event featured Owen Hart defeating his elder brother Bret; a ladder match for the WWF Intercontinental Championship also headlined, in which Razor Ramon defeated Shawn Michaels. Bret having been defeated earlier won the WWF World Heavyweight Championship from Yokozuna in the main event. Bret is the first wrestler in WrestleMania history to lose his first match and come back to win the WWF World Heavyweight Championship in the main event. After failing to capture the title from Diesel at WrestleMania XI, Michaels defeated Bret Hart to win the WWF World Heavyweight Championship in a 60-minute Iron Man match at WrestleMania XII. The match was widely praised. The event also saw the return of the Ultimate Warrior, who defeated Hunter Hearst Helmsley (later known as Triple H) in the latter's WrestleMania debut.
At WrestleMania 13, a submission match pitted Bret Hart and Stone Cold Steve Austin against one another in a bout that received much acclaim, and The Undertaker defeated Sycho Sid for the WWF World Heavyweight Championship in the main event. The match between Hart and Austin is considered by many fans as one of the best professional wrestling matches of all time and has been voted by IGN as the greatest match in WrestleMania history, and was number 1 among their list of top 20 WrestleMania matches of all time. Various other sources also names the match as the greatest WrestleMania match of all time.
At WrestleMania XIV, Austin defeated Shawn Michaels to become the new WWF World Heavyweight Champion in a match that featured Mike Tyson serving as the special enforcer. Although Tyson had been aligned with Michaels and his stable D-Generation X, Tyson revealed to have been aligned with Austin all along as he personally counted the pinfall and declared Austin the winner. The Undertaker and Kane fought for the first time at this event where The Undertaker won. The following year at WrestleMania XV, Austin defeated The Rock to regain the WWF Championship. The event featured the first of three encounters at WrestleMania between Austin and The Rock in a rivalry of the two most prominent and popular stars of the Attitude Era.
2000s
WrestleMania 2000 featured the first-ever Triangle Ladder match for the WWF Tag Team Championship, involving The Hardy Boyz (Jeff Hardy and Matt Hardy), The Dudley Boyz (Bubba Ray Dudley and D-Von Dudley), and Edge and Christian. The main event featured WWF Champion Triple H successfully defend his title in a fatal four-way match against The Rock, Big Show, and Mick Foley. This match was billed as having 'a McMahon in every corner' as Triple H was accompanied by Stephanie McMahon, The Rock by Vince McMahon, Big Show by Shane McMahon, and Mick Foley by Linda McMahon.
At WrestleMania X-Seven, Stone Cold defeated The Rock and regained the WWF Championship. The event also featured Vince and Shane McMahon in a Street Fight, while Edge and Christian won the WWF Tag Team Championship against the Hardy Boyz and Dudley Boyz in the second Tables, Ladders, and Chairs match. The event was the pinnacle of the 1990s wrestling boom. It was also the first WrestleMania held after the dissolution and WWF's subsequent purchase of the company's rival, World Championship Wrestling (WCW), and the end of the Monday Night Wars. The event was higly praised. In 2013, WWE released a list of their "15 best pay-per-views ever", with WrestleMania X-Seven ranked at number one.
WrestleMania X8 was the last WrestleMania to be produced under the WWF name, and featured Triple H defeating Chris Jericho to win the Undisputed WWF Championship. Austin, The Rock, and The Undertaker defeated Scott Hall, Hulk Hogan, and Ric Flair respectively, all of whom had rejoined the company after their stints with WCW. Also, Rob Van Dam won his first Intercontinental Championship in his WrestleMania debut.
WrestleMania XIX, which was the first after the company was renamed to World Wrestling Entertainment (WWE), saw Stone Cold's last match, as he faced The Rock for a third time at WrestleMania, ending their long-running feud. Additionally, Hulk Hogan defeated Vince McMahon and Shawn Michaels participated in his first WrestleMania match in five years, defeating Chris Jericho. The World Heavyweight Championship (2002–2013 version) was defended for the first time at the event, with Triple H retaining against Booker T, while Brock Lesnar defeated Kurt Angle to win the WWE Championship.
WWE celebrated the 20th edition of WrestleMania at Madison Square Garden with WrestleMania XX. The event featured The Undertaker (who returned to his Deadman persona) defeating the unmasked Kane in their second encounter and the WWE Championship and World Heavyweight Championship victories of Eddie Guerrero and Chris Benoit, respectively, with Guerrero defeating Kurt Angle to retain the WWE Championship and Benoit defeating Triple H and Shawn Michaels to win the World Heavyweight Championship. The event also featured the Rock 'n' Sock Connection (The Rock and Mick Foley) versus Evolution (Batista, Randy Orton, and Ric Flair) in a 2-on-3 handicap match, which was The Rock's last match for over seven years, as well as Stone Cold as the guest referee in an inter-promotional singles match between the departing superstars Brock Lesnar (who would return to the company eight years later) and Goldberg (who would return 12 years later). The WWE Hall of Fame was also reintroduced and became an annual induction show held the night before or week of WrestleMania.
At WrestleMania 21, the concept of the Money in the Bank ladder match was introduced; a six-man ladder match that featured a briefcase suspended above the ring containing a contract that guaranteed the winning Raw brand participant a world title match at any time and place of their choosing within one year up to the next year's WrestleMania, in which Edge went on to win this match. In the main events, the WWE Championship and the World Heavyweight Championship passed on to John Cena and Batista, respectively, by defeating John "Bradshaw" Layfield and Triple H in their respective matches. Eddie Guerrero's last WrestleMania match took place at WrestleMania 21 against Rey Mysterio, before he died later that year. The event also featured the return of "Stone Cold" Steve Austin after a year-long hiatus, while Kurt Angle defeated Shawn Michaels in a highly acclaimed match.
The Money in the Bank ladder match was also held at WrestleMania 22 as a six-man interpromotional match where the winner would get a world title match of their choosing, regardless of the brand they were on, with this match was won by Rob Van Dam. The main events of WrestleMania 22 featured Rey Mysterio win the World Heavyweight Championship against Kurt Angle and Randy Orton in a Triple Threat Match, and John Cena retained the WWE Championship against Triple H. Edge defeated Mick Foley in a Hardcore Rules match, where Edge infamously speared Foley off the ring apron through a flaming table at ringside. WrestleMania 22 also featured Shawn Michaels defeating Vince McMahon in a No Holds Barred match, Undertaker defeating Mark Henry in a casket match, and Mickie James defeat Trish Stratus to win the original WWE Women's Championship.
At WrestleMania 23, the Money in the Bank match expanded to include eight men and would include stars from the new ECW brand, which was won by Mr. Kennedy. John Cena would go on to retain his WWE Championship against Shawn Michaels, while The Undertaker would win the World Heavyweight Championship from Batista. Representing Donald Trump, ECW World Champion Bobby Lashley defeated Umaga, who represented Vince McMahon, in a match billed as the "Battle of the Billionaires" and arbitrated by "Stone Cold" Steve Austin. This was also the last WrestleMania where the original WWE Women's Championship was defended when Melina defeated Ashley Massaro in a lumberjills match.
At WrestleMania XXIV, Shawn Michaels defeated Ric Flair in a highly acclaimed retirement match, while the Money in the Bank ladder match included seven participants from all three brands which was won by CM Punk, who would also win the match again at WrestleMania 25. The ECW Championship was defended for the only time at a WrestleMania event, when Kane emerged as the new champion in a record 8 seconds, while Randy Orton retained the WWE Championship and The Undertaker won the World Heavyweight Championship for the second consecutive year, defeating Edge. In an encounter that featured major media coverage, boxing world champion Floyd Mayweather Jr. defeated Big Show. The event was the second WrestleMania to be held at an outdoor venue.
WrestleMania 25 featured Chris Jericho defeating WWE Hall of Famers Roddy Piper, Jimmy Snuka, and Ricky Steamboat in a match that featured appearances by Ric Flair and actor Mickey Rourke. Shawn Michaels unsuccessfully attempted to hand The Undertaker his first defeat at a WrestleMania in a critically acclaimed match, which received the 2009 Match of the Year award by both Pro Wrestling Illustrated and the Wrestling Observer Newsletter. The WWE Intercontinental Championship was defended at the event for the first time since WrestleMania X8 with Rey Mysterio defeated John "Bradshaw" Layfield. John Cena defeated Edge for the World Heavyweight Championship also involving the Big Show, while Triple H retained the WWE Championship against Randy Orton.
2010s
At WrestleMania XXVI, the professional wrestling career of Shawn Michaels came to an end as he faced The Undertaker in a highly acclaimed re-match of their encounter from the previous year. The event also featured John Cena winning the WWE Championship and Chris Jericho retaining the World Heavyweight Championship. Following Bret Hart's return to WWE in over twelve years since the Montreal Screwjob incident, Bret Hart defeated Vince McMahon in a No Holds Barred match with members of the Hart wrestling family present. The Money in the Bank ladder match included ten participants from both Raw and SmackDown (the ECW brand was retired in February), and this match was won by Jack Swagger. This was the last Money in the Bank ladder match to be held at a WrestleMania event due to the creation of the Money in the Bank pay-per-view in July that year.
WrestleMania XXVII featured the return of The Rock following a seven-year hiatus to serve as host for the event. Trish Stratus competed in her first WrestleMania since WrestleMania 22, teaming with John Morrison and Jersey Shores Nicole "Snooki" Polizzi to defeat LayCool and Dolph Ziggler. Longtime WWE announcers Michael Cole and Jerry Lawler brawled in a match officiated by "Stone Cold" Steve Austin, while Triple H failed in his attempt to avenge Shawn Michaels' loss to The Undertaker from a year prior. This was the first WrestleMania in history in which both the World Heavyweight Champion and WWE Champion were able to successfully retain their titles. World Heavyweight Champion Edge defeated the challenger Alberto Del Rio in what would be Edge's last match before his retirement on April 11, and The Rock closed out the event saluting the fans after laying out John Cena and The Miz with his signature move, the Rock Bottom, following Miz retaining the WWE Championship. This incident would set up the main event for the following year's WrestleMania.
WrestleMania XXVIII had three matches in the upper card. In the first main event, The Undertaker defeated Triple H in a Hell in a Cell match via pinfall, officiated by Shawn Michaels and extending his WrestleMania streak to 20–0. The second main event featured CM Punk retaining the WWE Championship against Chris Jericho, via submission. The third main event featured The Rock defeating John Cena via pinfall in a "Once in a Lifetime" match, announced a year in advance.
In 2013, WrestleMania 29 had 80,676 fans in attendance, becoming the third-highest attended WrestleMania ever. This WrestleMania had three main events. The first saw The Undertaker extend his undefeated streak to 21–0 by defeating CM Punk. Triple H, with the help of Shawn Michaels, defeated Brock Lesnar in a No Holds Barred match; had Triple H lost, he would have had to retire from in-ring competition. In the final match, John Cena avenged his loss from the previous year by defeating The Rock for the WWE Championship, winning the title a record 11th time and setting a record of four victories as a challenger in a world title match at WrestleMania. Other matches included Alberto Del Rio successfully defending the World Heavyweight Championship against Jack Swagger, and Fandango pulling off an upset win over veteran Chris Jericho. In the opening bout, The Shield (Dean Ambrose, Seth Rollins, and Roman Reigns) defeated the team of Big Show, Sheamus, and Randy Orton in their WrestleMania debut.
WrestleMania XXX was the 30th annual WrestleMania event produced by WWE on April 6, 2014, at the Mercedes-Benz Superdome in New Orleans, Louisiana. The event was the first WrestleMania to be held in the state of Louisiana. It saw Daniel Bryan defeat Triple H in the opening match. Per the stipulation, this gave Bryan a spot in the main event, where he won the WWE World Heavyweight Championship by making Batista submit in a triple threat match which also included Randy Orton. It was the only WrestleMania where the WWE Divas Championship was defended, with AJ Lee retaining the title in the "Vickie Guerrero Divas Championship Invitational". WrestleMania XXX also saw the end of The Undertaker's undefeated streak at WrestleMania as he was defeated by Brock Lesnar in what was described as 'the most shocking result in sports-entertainment history'. At WrestleMania XXX, Bray Wyatt's undefeated streak since his debut came to an end at the hands of John Cena. Also, at WrestleMania XXX, The Shield defeated Kane and The New Age Outlaws (Road Dogg and Billy Gunn) in a six-man tag team match, and Cesaro won the first-ever André the Giant Memorial Battle Royal by body-slamming Big Show over the top rope in similar fashion to Hulk Hogan bodyslamming André the Giant at WrestleMania III.
WrestleMania 31 was held at Levi's Stadium in Santa Clara, California on March 29, 2015. Brock Lesnar defended the WWE World Heavyweight Championship in the main event against Royal Rumble winner Roman Reigns, with Seth Rollins cashing in his Money in the Bank briefcase, turning the bout into a Triple Threat, ending with Rollins pinning Reigns to win the championship. Other main bouts included Sting's first-ever WWE match against Triple H, which he lost, The Undertaker returned and defeated Bray Wyatt to get his 22nd victory at the event's history, Randy Orton defeated Seth Rollins and Rusev lost the United States Championship and his unbeaten streak to John Cena. Another important promoted match was the 7-man ladder match for the Intercontinental Championship, which was won by Daniel Bryan. Also at WrestleMania 31, AJ Lee teamed with Paige to defeat The Bella Twins (Brie Bella and Nikki Bella) in a tag team match, while Big Show won the second annual Andre the Giant Memorial Battle Royal, by last eliminating Damien Mizdow.
WrestleMania 32 was held at AT&T Stadium in Arlington, Texas on April 3, 2016. WrestleMania 32 broke the attendance record at 101,763 as announced by The Rock at the event. In the main event, Roman Reigns defeated Triple H to win the WWE World Heavyweight Championship. Other bouts included the Undertaker defeating Shane McMahon in a Hell in a Cell match. Had Shane won, he would have gained control of Raw, while had Undertaker lost, this would have been his last WrestleMania. Brock Lesnar defeated Dean Ambrose in a No Holds Barred Street Fight, Charlotte defeated Becky Lynch and Sasha Banks to win the inaugural WWE Women's Championship, Chris Jericho defeated AJ Styles in a singles match, The League of Nations (Sheamus, Rusev, and Alberto Del Rio) (with King Barrett) defeated The New Day (Xavier Woods, Kofi Kingston, and Big E) in a six-man tag match, Zack Ryder won a 7-man ladder match for the Intercontinental Championship, and The Rock defeated Erick Rowan in a record-breaking 6-second match. Also at WrestleMania 32, Baron Corbin won the third annual André the Giant Memorial Battle Royal, by last eliminating Kane.
WrestleMania 33 took place on April 2, 2017, at Camping World Stadium in Orlando, Florida. It was the first WrestleMania since WrestleMania 29 in 2013 to feature two world championships on the line: Raw's Universal Championship, defended for the first time at WrestleMania, and SmackDown's WWE Championship. The main event saw Roman Reigns defeat The Undertaker in a No Holds Barred match giving Undertaker his second loss at WrestleMania. Elsewhere on the event's card, Brock Lesnar defeated Goldberg in a rematch from WrestleMania XX to become the new Universal Champion, Randy Orton defeated Bray Wyatt to win his ninth WWE Championship, and Mojo Rawley won the fourth annual André the Giant Memorial Battle Royal by last eliminating Jinder Mahal. The event also marked the unannounced return of The Hardy Boyz, who won the Raw Tag Team Championship at the event in a fatal four-way tag team ladder match.
WrestleMania 34 was held on April 8, 2018, at the Mercedes-Benz Superdome in New Orleans, Louisiana. In the main event, Brock Lesnar retained the Universal Championship against Roman Reigns. In another main event promoted match, AJ Styles retained the WWE Championship against Shinsuke Nakamura. Other marquee matches saw Kurt Angle and Ronda Rousey defeat Triple H and Stephanie McMahon in a mixed tag team match, which was Rousey's WWE debut match, and Daniel Bryan had his in-ring return after three years, teaming with Shane McMahon to defeat Kevin Owens and Sami Zayn. Also, The Undertaker defeated John Cena in an impromptu match. In another prominent match, Charlotte Flair retained the SmackDown Women's Championship against Asuka, ending Asuka's two-year undefeated streak, and Nicholas, a 10-year old fan, became the youngest WWE champion when he teamed with Braun Strowman to defeat Cesaro and Sheamus for the Raw Tag Team Championship, The SmackDown Tag Team Championship was also defended for the first time at WrestleMania, where The Bludgeon Brothers Harper and Rowan) defeated The Usos (Jey Uso and Jimmy Uso) and The New Day to win the titles, Matt Hardy last eliminated Baron Corbin to win fifth André the Giant Memorial Battle Royal as well as first-ever WrestleMania Women's Battle Royal contested where Naomi won by last eliminating Bayley.
WrestleMania 35 was held on April 7, 2019, at MetLife Stadium in East Rutherford, New Jersey. At the event, Kofi Kingston became the first African-born WWE Champion after defeating Daniel Bryan, while Seth Rollins defeated Brock Lesnar to win the Universal Championship. The event also saw the retirement of veteran WWE stars Kurt Angle and Batista. For the first time, the main event of WrestleMania was a women's match, with Raw Women's Champion Ronda Rousey, SmackDown Women's Champion Charlotte Flair, and Becky Lynch facing off in a Winner Takes All Triple Threat match for both championships, in which Lynch emerged victorious.
2020s
For the first time in WrestleMania's history, WrestleMania 36 was taped and held across two nights. The tapings occurred on March 25 and 26, 2020, at multiple locations including the WWE Performance Center in Orlando, Florida. It then aired on tape delay on April 4 and 5. It was originally scheduled to take place solely on April 5 at the Raymond James Stadium in Tampa, Florida and to air live, but was moved due to the COVID-19 pandemic. It was only attended by essential personnel, and was the first WWE pay-per-view event unattended by fans. It was the first WrestleMania to promote the NXT brand, which was formerly WWE's developmental brand, but this would be the only to promote NXT as the brand was not featured at the next WrestleMania and it returned to being the developmental brand in September 2021. In the main event for Part 1 of WrestleMania 36, The Undertaker defeated AJ Styles in a Boneyard match, which was produced as a cinematic match and was one of two matches not filmed at the Performance Center—this would in turn be The Undertaker's final match. Braun Strowman also defeated Goldberg to win the Universal Championship while Becky Lynch retained the Raw Women's Championship over NXT's Shayna Baszler. In the main event for Part 2, Drew McIntyre defeated Brock Lesnar to win the WWE Championship; after the show went off the air, a dark match occurred wherein McIntyre retained the title over Big Show in a match described by WWE as the "hidden WrestleMania main event" (which was shown on the April 6 episode of Raw). Also on the show, "The Fiend" Bray Wyatt defeated John Cena in a Firefly Fun House match, which was the other match not filmed at the Performance Center and also produced as a cinematic match, and Charlotte Flair defeated Rhea Ripley to win the NXT Women's Championship, which was the first and thus far only time an NXT title was defended at WrestleMania. Also on Part 2, Edge had his first singles match since 2011 in which he defeated Randy Orton in a Last Man Standing match. Following this, WrestleMania would become a two-night event.
WrestleMania 37 took place on April 10–11 at Raymond James Stadium in Tampa, Florida, the original location of WrestleMania 36, to allow for fan attendance—making it the first WWE event to have ticketed fans in attendance during the pandemic, though to a limited capacity of 25,000 for each night. In the main event for WrestleMania 37 Night 1, Bianca Belair defeated Sasha Banks to win the SmackDown Women's Championship, which was the first time two African Americans headlined WrestleMania. Also on the card, Bobby Lashley defeated Drew McIntyre by technical submission to retain the WWE Championship and celebrity Bad Bunny teamed with Damian Priest and defeated The Miz and John Morrison. In the main event of Night 2, Roman Reigns retained the Universal Championship against Edge and Daniel Bryan in a triple threat match.
WrestleMania 38 took place on April 2 and 3, 2022, at AT&T Stadium in Arlington, Texas. As most COVID-19 restrictions had been lifted by that point, this was the first full capacity WrestleMania since 2019, and established a new format for WrestleMania Weekend – a special live WrestleMania SmackDown featuring the André the Giant Memorial Battle Royal (a recent WrestleMania night staple) immediately followed by the WWE Hall of Fame inductions, and then NXT holding its now annual WrestleMania event, Stand & Deliver, the afternoon of Night 1, and then followed by Raw After WrestleMania on Monday. At WrestleMania 38 itself, Cody Rhodes returned as Seth Rollins' "mystery opponent", defeating Rollins in Night 1. In the main event of Night 1, "Stone Cold" Steve Austin came out of retirement for a one match return to defeat Kevin Owens. In the main event of Night 2, Roman Reigns defeated Brock Lesnar in a Winner Takes All match for the WWE Championship and WWE Universal Championship, becoming the first wrestler to hold both titles simultaneously and becoming recognized as the Undisputed WWE Universal Champion, although both titles retained their individual lineages.
WrestleMania 39 took place on April 1 and 2, 2023, at SoFi Stadium in Inglewood, California—the original location of WrestleMania 37 before the pandemic forced it to be relocated. As was established the previous year, the WrestleMania Weekend festivities included a live WrestleMania SmackDown (including the André the Giant Memorial Battle Royal) immediately followed by the 2023 WWE Hall of Fame induction ceremony on Friday March 31, then on the afternoon of Saturday April 1, NXT held their Stand & Deliver event, all at the Crypto.com Arena in nearby Los Angeles, which also hosted the post WrestleMania edition of Raw on April 3. The main event of Night 1 of WrestleMania saw Kevin Owens and Sami Zayn defeat The Usos for the Undisputed WWE Tag Team Championship, marking the first time a tag team title match was the main event of a WrestleMania, and only the second time a tag team match was the main event, after WrestleMania I. The match was well received. It was also the first WrestleMania match since 1997 to earn a five stars rating from sports journalist Dave Meltzer. In Night 2's main event, Roman Reigns retained the Undisputed WWE Universal Championship against Cody Rhodes, after Reigns' cousin Solo Sikoa interfered on his behalf.
Celebrity involvement
Over the years, WrestleMania has featured many celebrity appearances with varying levels of involvement. The main event of the first WrestleMania showcased numerous celebrities along with the wrestlers. Billy Martin served as ring announcer with Liberace as timekeeper, and Muhammad Ali served as an official. Mr. T competed in the main event alongside tag team partner, Hulk Hogan. WrestleMania 2 featured a 20-man battle royal pitting several NFL players against WWF wrestlers, while Lawrence Taylor defeated Bam Bam Bigelow in the main event of WrestleMania XI. Mike Tyson appeared at WrestleMania XIV as the special guest enforcer for the WWF Championship bout between Shawn Michaels and Steve Austin, while professional boxer Butterbean was challenged to a boxing match by Bart Gunn at WrestleMania XV. At WrestleManias XIV, XV, and 2000, Pete Rose became involved in a short feud with Kane that became a running gag with each appearance ending with Rose receiving a Tombstone piledriver or chokeslam from Kane. Big Show faced sumo wrestling yokozuna Akebono in a sumo contest at WrestleMania 21, and fought professional welterweight boxer Floyd Mayweather Jr. at WrestleMania XXIV. Jersey Shore star Nicole "Snooki" Polizzi competed in a 6-person tag team match teaming with Trish Stratus and John Morrison in a winning effort against Dolph Ziggler and LayCool (Layla and Michelle McCool), at WrestleMania XXVII.
The event has also featured live musical performances. Ray Charles, Aretha Franklin, Gladys Knight, Willie Nelson, Reba McEntire, Little Richard, Boyz II Men, Ashanti, Boys Choir of Harlem, Michelle Williams, John Legend, Nicole Scherzinger, Fantasia Barrino, and Keri Hilson have each renditioned the songs "The Star-Spangled Banner" or "America the Beautiful" before the show. Robert Goulet performed "O Canada" at WrestleMania VI. Acts such as Motörhead, Limp Bizkit, Saliva, Run–D.M.C., Salt-n-Pepa, Living Colour, Ice-T, Drowning Pool, Flo Rida, P.O.D., Machine Gun Kelly, Rev Theory, Mark Crozer, and Snoop Dogg have also performed during the live entrances of competitors.
WrestleMania Axxess
In 1988, in association with The Trump Organization, WWF prepared a small festival to celebrate WrestleMania IV, which included autograph signings, a brunch, and a 5K run; the event was held again in 1989 for WrestleMania V. In 1992, a festival was held the day of WrestleMania VIII which included a WWF superstar look-alike contest and a tournament for the WWF WrestleFest arcade game. In 1993, the WWF held a "WrestleMania Brunch" the day of WrestleMania IX at Caesars Palace, during the course of which Lex Luger attacked Bret Hart. In 1994, WWF offered "Fan Fest" for the weekend of WrestleMania X, which allowed fans to step inside a WWF ring, participate in games, meet superstars, and purchase merchandise; the event was followed up in 1995 with another "Fan Fest" for WrestleMania XI. For WrestleMania XV, a pre-event concert known as the "WrestleMania Rage Party" (in reference to that year's theme, "The Ragin' Climax") was held at the Pennsylvania Convention Center and televised by USA Network in an hour-long special, featuring performances by Isaac Hayes and Big Pun.
The following year WWF held its first WrestleMania Axxess event at the Anaheim Convention Center expanding upon the party idea of WrestleMania Rage Party. The event included autograph signings and mementos to inductees of the WWE Hall of Fame. There were also activities where fans could enter a wrestling ring and commentate a wrestling match. In 2001, WrestleMania Axxess was held at the Reliant Hall which expanded upon the event by adding numerous activities including areas where attendees could buy special merchandise, see a production truck and check out special WWE vehicles. From 2002, WrestleMania Axxess would be extended to a three-day event (March 14–16) and would be held at the Canadian National Exhibition. The three-day event included similar activities to that of the one-day line-up. 2003 would be the final WrestleMania Axxess at a convention center for 6 years. From 2004 to 2008, WrestleMania Axxess visited cities around the United States and Canada with a smaller touring version of what was previously presented at regular Axxess events. In 2009 WrestleMania Axxess returned, and has continued every year since, as a four-day event held at convention centers and arenas in the host city of that year's WrestleMania.
Events
See also
List of WWE pay-per-view and WWE Network events
Starrcade, the premier event produced by the National Wrestling Alliance and the defunct World Championship Wrestling
November to Remember, the premier event produced by the defunct Extreme Championship Wrestling
FMW Anniversary Show, the premier event produced by the defunct Frontier Martial-Arts Wrestling
Euro Catch Festival, the premier event produced by the defunct Catch Wrestling Association
Ultima Lucha, the premier event produced by the defunct Lucha Underground
Bound for Glory, the premier event produced by Impact Wrestling
Final Battle, the premier event produced by Ring of Honor
Wrestle Kingdom, the premier event produced by New Japan Pro Wrestling
CMLL Anniversary Show, the premier event produced by Consejo Mundial de Lucha Libre
Triplemanía, the premier event produced by Lucha Libre AAA Worldwide
NWA Anniversary Show, the premier event produced by National Wrestling Alliance
WWC Aniversario, the premier event produced by World Wrestling Council (WWC)
SuperFight, the premier event produced by Major League Wrestling (MLW)
Double or Nothing, the premier event produced by All Elite Wrestling (AEW)
Notes
References
Further reading
External links
WrestleMania history
WrestleMania: Happy 25th! – slideshow by Life
Recurring events established in 1985
1985 establishments in the United States
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https://en.wikipedia.org/wiki/Fokker%20F28%20Fellowship
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Fokker F28 Fellowship
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The Fokker F28 Fellowship is a twin-engined, short-range jet airliner designed and built by Dutch aircraft manufacturer Fokker.
Following the Fokker F27 Friendship, an early and commercially successful turboprop-powered regional airliner, Fokker decided to embark on developing a new turbojet-powered commuter aircraft that would build upon its experiences with the F27. During the design phase, a high level of attention was paid to market research and operator concerns; amongst other changes made, the prospective jetliner was increased in size, changing its maximum seating capacity from 50 to 65 passengers. During April 1962, Fokker announced the formal launch of the F28 Fellowship.
On 9 May 1967, the prototype F28-1000 conducted its maiden flight. Type certification was achieved on 24 February 1969, and the first revenue-earning flight by Braathens was performed on 28 March 1969. Following its entry to service, Fokker developed multiple variants of the F28; one model, the F28-2000, featured an extended fuselage that could accommodate up to 79 passengers. A major revision was the F28-4000, which was powered by quieter Rolls-Royce Spey 555-15H engines, a redesigned cockpit, and a modified wing, and had a further increased seating capacity up to 85 passengers. During 1987, production of the type was terminated in favour of two newer derivatives, the Fokker 70 and the larger Fokker 100.
Development
By 1960, Dutch aircraft manufacturer Fokker was engaged in multiple programmes; these included military aircraft such as the Bréguet Br.1150 Atlantic and the Lockheed F-104 Starfighter, as well as the commercially successful turboprop-powered F27 Friendship airliner. Around this time, British European Airways (BEA) released a specification that called for a high-speed regional airliner powered by turbojet engines. In response, Fokker took an interest in developing its own turbojet-powered short-haul airliner. According to aviation publication Flying, Fokker's prospective jetliner design was heavily shaped by feedback and experiences from its existing customers of the F27, particularly those in the crucial North American market. As such, American design methodologies and preferences were incorporated, reportedly emphasising simplicity, as well as efforts to minimise both language and trade barriers.
During April 1962, Dutch aircraft manufacturer Fokker announced the launch of the F28 Fellowship. The programme was a collaborative effort conducted between a number of European companies, namely Fokker itself, West German aerospace companies Messerschmitt-Bölkow-Blohm (MBB) and VFW-Fokker, and Short Brothers of Northern Ireland. Substantial government funding was also invested in the project; reportedly, the Dutch government provided 50% of Fokker's stake, while the West German government contributed 60% of the overall 35% German stake. Fokker had also approached several other aviation companies with offers of involvement, including France's Sud Aviation and Britain's Hawker Siddeley.
Initial design work centered on an aircraft capable of transport a maximum of 50 passengers across distances up to 1,650 km (1,025 mi), the design was later modified so that it could accommodate up to 65 seats in a five-abreast configuration, noticeably increasing its maximum takeoff weight, on the basis of market research. The enlarged aircraft was roughly comparable in capacity to that of the British Vickers Viscount, a successful turboprop airliner. The design was capable of speeds well in excess of turboprop-powered competitors, but retained a relatively low cruise speed in comparison to contemporary jet-powered designs, facilitating its use of a relatively straight low-mounted wing and achieving favourable low-speed characteristics as to enable the type's use from 85% of existing airports used by the F27 and the ubiquitous Douglas DC-3. According to Flying, the tentative airliner could achieve double the productivity of the preceding F27, while the company itself referred to the jetliner as a complement to its turboprop-powered sibling.
At one stage of development, Fokker had reportedly intended for the F28 to be powered by a pair of Bristol Siddeley BS.75 turbofans. However, when Fokker wanted to open contract negotiations, Bristol Siddeley told them that engine was no longer available as the market was too small when they lost the BAC 1-11 project. Rival British engine manufacturer Rolls-Royce, put forward their Rolls-Royce Spey Junior, a simplified version of the Rolls-Royce Spey. From the first prototype onwards the type would be exclusively powered by various models of the Spey engine.
The responsibility for both design and production of the F28 was divided between the partner companies. Fokker designed and built the nose section, centre fuselage, and inner wing; MBB/Fokker-VFW constructed the forward fuselage, rear fuselage, and tail assembly; while Shorts designed and produced the outer wings. Final assembly of the Fokker F28 was at Schiphol Airport in the Netherlands. At one point, American manufacturer Fairchild Aircraft had considered locally producing their own derivative of the F28, which was referred to as the Fairchild 228, but this ultimately did not reach production, with the company deciding to act as a distributor for the existing F28, instead. During 1987, production of the type was terminated in favour of two newer derivative airliners, the Fokker 70 and the larger 100; by this point, a total of 241 airframes had been constructed.
The F28-1000 prototype, registered PH-JHG, first flew on 9 May 1967, flown by Chief Test Pilot Jas Moll, Test Pilot Abe van der Schraaf, and Flight Engineer Cees Dik. Type certification from West German authorities was achieved on 24 February 1969, clearing the F28 to enter revenue service. While the first order for the type had been placed by German airline LTU, the first revenue-earning flight was conducted by Braathens, which eventually operated a fleet of five F28s, on 28 March 1969.
Design
The Fokker F28 Fellowship was a short-haul, twin-engined jetliner, sharing broad similarities to the British Aircraft Corporation's BAC One-Eleven built in the UK and the first-generation Douglas DC-9 built in the US in terms of basic configuration, featuring a T-tail and engines mounted at the rear of the fuselage. The choice of a low-mounted wing, amongst other benefits, somewhat shielded the tail-mounted engines from the threat of foreign object damage. Fuel is stored within both the outer wing and the fuselage; additional pylon-mounted tanks could be installed for extended range operations if so required. The structure, which features a fail-safe design, is constructed using the same bonding techniques previously pioneered for the F27.
The F28 was equipped with wings that had a slight crescent angle of sweep. It uses conventional box construction, being built in two pieces separately spliced onto the fuselage. The wing was furnished with ailerons positioned near the tips, along with simplistic flaps that would be supplemented by the ailerons during landing approaches; all of the flight control surfaces were actuated via duplicated cabling and (except for the rudder) aerodynamically balanced. It was also fitted with a five-section lift-dumper that would only be operated after landing, it was decided to employ a lift-dumper rather than alternatives such as thrust reversers, as the designers felt that this arrangement would result in a reduction in both weight and maintenance workload. Excluding the use of thrust reversers also meant that the chance of the engines ingesting debris was lessened when being operated upon unpaved airstrips. The wing also had a fixed leading edge (although one experimental model had leading edge slats and these were offered as an option) and was deiced via bleed air drawn from the engines.
The F28 is powered by a pair of Rolls-Royce Spey turbojet engines; dependent on model, these would be were capable of generating up to 9,850 lbf (43.9 kN) of thrust. While the feature was available at the time, Fokker chose not to equip the engines of early F28s with a water-methanol injection system, as they determined that the engines already possessed sufficient performance even when being flown under hot-and-high conditions. Most onboard systems are designed with simplicity in terms of operability and serviceability; no hydraulic system was used, as actuation of the undercarriage and steering relied on pneumatic pumps, instead. However, the F28 was outfitted with comparatively advanced electronics, as Fokker's design team viewed this factor as directly relating to overall competitiveness.
One uncommon feature of the F28 was the movable split-sections installed on the tail cone; these would be hydraulically opened outwards to act as a variable air brake. A similar approach had also been used on the contemporaneous Blackburn Buccaneer strike fighter and on the later-built British Aerospace 146 regional airliner. The design is unique in that it not only slows the aircraft down rapidly, but also it can aid in rapid descents from economic cruising altitudes and also allowed the engines to be set at higher speeds, which helped eliminate lag time. This means the engines respond faster if needed for sudden speed increases or go-arounds on the approach to landing. The Fellowship had a retractable tricycle landing gear, which used large, low-pressure tyres, enabling the use of unpaved airstrips. The use of antiskid brakes on the main wheels of the undercarriage also contributed to a shorter landing run.
Variants
A variant of the F28, equipped with an extended fuselage, was named F28-2000; this model could seat up to 79 passengers instead of the 65 seats on the F28-1000. The prototype for this model was a converted F28-1000 prototype, and first flew on 28 April 1971. The models F28-6000 and -5000 were modified models of the F28-2000 and F28-1000, respectively; the main features of these models was the addition of slats, a greater wingspan, and the adoption of more powerful and quieter engines. Both the F28-6000 and -5000 failed to become commercial successes; only two F28-6000s and no F28-5000s were ultimately built. After being used by Fokker for a time, the F28-6000s were sold to Air Mauritanie, but not before being converted to F28-2000 standards.
Perhaps the most successful model of the F28 was the F28-4000, which debuted on 20 October 1976 with one of the world's largest Fokker operators, Linjeflyg. This version was powered by quieter Spey 555-15H engines, and had an increased seating capacity (up to 85 passengers), a larger wingspan with reinforced wings, a new cockpit, and a new "wide-look" interior featuring enclosed overhead lockers and a less 'tubular' look. The F28-3000, the successor to the F28-1000, featured the same improvements as the F28-4000.
With a maximum capacity of 70 passengers, it was approved on 24 February 1969, the 1000C had a main-deck large cargo door.
F.28 Mk 2000 (F28-2000)
A Mark 1000 with a fuselage stretch of in front of and aft of the wing, 79 maximum passengers, it was approved on 30 August 1972. Though it first flew on 28 April 1971, and successfully began revenue service with Nigeria Airways in October 1971, only 10 were built.
F.28 Mk 3000 (F28-3000)
A Mark 1000 with a wingspan extension, it was approved on 19 July 1978, with a 3000C variant with a large main-deck cargo door. A successful variant, featuring greater structural strength and increased fuel capacity, it began revenue service with Garuda Indonesia.
F.28 Mk 4000 (F28-4000)
Approved on 13 December 1976, it is built on the longer Mark 2000, with two overwing exits on both sides, a wingspan extension, and capacity for 85 passengers. The first prototype appeared on 20 October 1976 and it began service with Linjeflyg (Sweden) at the end of the year.
F.28 Mk 5000 (F28-5000) This was to combine the shorter fuselage of the Mk 3000 and an increased wingspan. Leading edge slats were to be added to the wings and more powerful Rolls-Royce RB183 Mk555-15H engines were to be used. Although expected to be an excellent plane to operate on short runways due to its superior power, the project was abandoned.
F.28 Mk 6000 (F28-6000) It first flew on 27 September 1973, and had the longer fuselage of the Mk 2000/4000 with an increased wingspan and leading edge slats. It was certified in the Netherlands on 30 October 1975. Two were built by 1976.
F.28 Mk 6600 (F28-6600) Proposed version, not built
Fairchild 228 Proposed 50-seat American version to be assembled by Fairchild-Hiller with Rolls-Royce RB.203 Trent engines Project cancelled.
Operators
By 2019, no Fokker F28 aircraft remained in civil service.
Fly-SAX was the last airline operator of the F28 worldwide with the last aircraft in service stored in September 2019 due to lack of flight crew. Garuda Indonesia had the most F28s, with 62 of the aircraft in the former fleet. All have since been retired. Major operators included: MacRobertson Miller Airlines, Ansett Group Australia (more than 15), Toumaï Air Tchad (1), AirQuarius Aviation (3), SkyLink Arabia (1), Satena (1), Gatari Air Service (2), LADE (1), AirQuarius Aviation (4), Merpati Nusantara Airlines (1), and Biman Bangladesh Airlines (4). Some 22 airlines operated smaller numbers of the type. The F28s of Ansett Transport Industries' intrastate airline, MacRobertson Miller Airlines of Western Australia, flew the longest nonstop F28 route in the world, from Perth to Kununurra, in Western Australia – a distance of about 2,240 km (1,392 mi). This was also the world's longest twin-jet route at the time. MMA's F28's also had the highest use rates at the time, flying over 8 hours per day.
Current military/government operators
LADE (2)
Colombian Air Force (2)
Accidents and incidents
The following is a list of Fokker F28 accidents and incidents:
Braathens SAFE Flight 239 – 23 December 1972, (Asker, suburb of Oslo, Norway): 41 fatalities - 40 immediately from the crash, and 1 in 1976 from injuries originally caused by the crash. First fatal crash of a Fokker Fellowship.
Itavia – 1 January 1974, (Caselle Torinese, airport of Turin, Italy): 38 fatalities. Flight IH897 from Cagliari to Geneva with intermediate stops in Bologna and Turin, crashed about 2 miles south of Runway 36 while attempting to land in fog. Airplane involved was registered I-TIDE.
Turkish Airlines Flight 301 – 26 January 1974, (Izmir, Turkey): 66 fatalities. The aircraft crashed away from the airfield during takeoff because of icing and over-rotation.
Turkish Airlines Flight 345 – 30 January 1975 (Istanbul, Turkey) 42 fatalities. The aircraft crashed into the Marmara Sea on its second approach. The first approach failed when a power outage caused the runway lights to fail. Cause of the accident is unknown.
Garuda Indonesia Airways Flight 150 – 24 September 1975 near Palembang, Indonesia: 26 fatalities. Crashed on approach in fog killing 25 people out of 61 passengers and crew. 1 person was killed on the ground.
Turkish Airlines - 23 December 1979, 41 fatalities. Jet named "Trabzon" was destroyed that flew into the side of a hill nearby ESB airport from Samsun Airport (SSX). The crew had deviated from the localizer course while on an ILS approach.
Garuda Indonesia Airways - 11 July 1979. 61 fatalities. Crashed into Mount Sibayak while on approach to Polonia International Airport. There was bad weather at the time of the crash.
NLM CityHopper Flight 431 – 6 October 1981 (Moerdijk, North Brabant, Netherlands): 17 fatalities, the aircraft flew into a tornado which broke off one of the wings.
Garuda Indonesia Domestic Flight – 20 March 1982, runway overrun at Tanjung Karang-Branti Airport in bad weather, 27 fatalities.
Nigeria Airways Flight 250 – 28 November 1983 (Enugu, Nigeria): 53 fatalities, 19 survivors. Controlled flight into terrain in poor weather.
Air Ontario Flight 1363 – 10 March 1989 (Dryden, Ontario, Canada): 24 fatalities. Due to various factors including snow, ice and lack of use of anti-icing measures.
Korean Air Flight 175 - 25 November 1989 (Gimpo, South Korea) The plane was on a regularly scheduled flight from Seoul to Ulsan, improper flight preparation caused wing icing which, in turn, caused the number one engine to lose power on take-off. The pilot immediately lost directional control and aborted the take-off. However, the abort was so abrupt that the aircraft overran the runway and exploded in flames. The airframe was not salvageable after the fire was eventually extinguished and was written off. No one died in the crash.
USAir Flight 405 – 22 March 1992 (Queens, New York, United States): 27 fatalities. Due to ice buildup on the wings, pilot error and improper deicing procedures at LaGuardia airport
Merpati Nusantara Airlines Flight 724 – Fokker F-28 Mk-3000 Registered PK-GFU - 1 June 1993. Domestic Flight (Sorong, Papua, Indonesia): 41 fatalities. Controlled flight Into terrain - The aircraft crashed onto a rocky beach on Bad Weather Landing procedures at Jefman Airport
Iran Aseman Airlines Flight 746 – 12 October 1994 (near Natanz, Iran): 66 fatalities.
Air Mauritanie Flight 625 – 1 July 1994: All 4 crew and 76 of the 89 passengers on board were killed when their plane crashed at Tidjikja Airport.
On 28 October 1997, a Trigana Air Service Fokker F-28 Fellowship 3000 passenger plane returned to land at Jakarta–Soekarno–Hatta International Airport after the aircraft experienced technical problems two minutes after takeoff. Smoke and severe heat had entered the cockpit and the passenger cabin. The airplane sustained damage due to the heat.
TANS Peru Flight 222 – 9 January 2003: None of the 41 passengers and 5 crew members aboard the Fokker F-28 survived after the aircraft hit a mountain near Chachapoyas, Peru.
Aircraft on display
Indonesia
11117 – F28-3000 registered A-2803 on static display at Halim Perdanakusuma Air Force Base, Jakarta in Indonesian Air Force VIP livery.
11175 – F28-4000 registered PK-MGJ preserved as a cinema in Baturraden, Central Java.
Myanmar
11114 – F28-4000 registered XY-ADW preserved as a bar at the Sky Palace Hotel in Naypyidaw.
11161 – F28-4000 registered XY-AGH at the Defence Services Museum, Naypyidaw in Myanma Airways livery.
11232 – F28-4000 registered XY-AGA at the Civil Aviation Training Institute, Yangon International Airport, Yangon.
Norway
11009 – F28-1000 registered LN-SUC at the Norwegian Aviation Museum, Bodø in Braathens SAFE livery.
United States
11016 – F28-1000 registered N500WN at Wayne Newton's Casa de Shenandoah, Las Vegas, Nevada.
Specifications
See also
References
Citations
Bibliography
Eden, Paul E. "The World's Most Powerful Civilian Aircraft." Rosen Publishing Group, 2016.
May, Darryl. "Holland's Short-Haul Jet Transport." Flying Magazine, Vol. 72, No. 1. January 1963. pp. 25, 92-94. ISSN 0015-4806.
Further reading
1960s Dutch airliners
F 28
Twinjets
T-tail aircraft
Aircraft first flown in 1967
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https://en.wikipedia.org/wiki/Music%20of%20North%20Macedonia
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Music of North Macedonia
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The Macedonian music refers to all forms of music associated with ethnic Macedonians. It share similarities with the music of neighbouring Balkan countries, yet it remains overall distinctive in its rhythm and sound.
Folk music
The ethnic Macedonian folk music (Macedonian: Народна музика, Narodna muzika) includes:
Traditional music (Macedonian: Изворна музика, translit.: Izvorna muzika literally meaning: roots music)
Contemporary folk music (Macedonian language: современа народна музика)
Traditional music
The Macedonian traditional music, which can be rural or urban (starogradska muzika), includes: lyric songs, epic songs, labour songs, ritual songs, humorous songs, circle dance ("oro"), the old urban style called Čalgija (not to be confused with chalga) etc.
Popular traditional songs are: Kaleš bre Anǵo, Slušam kaj šumat šumite, Biljana platno beleše, Dafino vino crveno, Narode Makedonski, Zemjo Makedonska and many others.
Often referenced oro dances are Teškoto from the village of Galičnik, Kalajdžiskoto, Komitskoto (The Dance of the freedom fighters) and others. An internationally acclaimed professional folklore association is the award-winning Tanec.
The music of the Balkans is known for complex rhythms. Macedonian music exemplifies this trait. Folk songs like "Pomnish li, libe Todoro" (Помниш ли, либе Тодоро) can have rhythms as complex as 22/16, divided by stanza to 2+2+3+2+2+3+2+2+2+2, a combination of the two common meters 11=2+2+3+2+2 and 11=3+2+2+2+2 (sheet music). In order to add tension to notes, musicians (primarily from older schools) will add the distinctive characteristic of stretching out beats.
The gajda (гајда), a type of bagpipe, was the most common folk instrument in traditional Macedonian culture. It has now become an instrument for concert recitation, drawing on recent legends like Pece Atanasovski (video), leader of the Radio Skopje ensemble Ansambl na Narodni Instrumenti, as the source of modern tradition.
Other instruments include:
šupelka (шупелка) – small flute
kemane (кемане) – three-stringed fiddle
tambura (тамбура) – long-necked lute
zurla (зурла) – large double-reed horn
tapan (тапан) – cylindrical drum
kaval (кавал) – rim-blown flute
harmonika (хармоника) – accordion
Macedonian folk orchestras consist of a clarinet or saxophone, drum kit, bass guitar, accordion and guitar, sometimes with modern synthesizers and drum machines. These orchestras are very popular in Macedonia. Popular members are virtuoso musicians Skender Ameti and Goran Alachki on accordion and Miroslav Businovski on clarinet.
Čalgija is an urban style, played by bands (Čalgii) with a dajre (tambourine) and tarabuka (hourglass drum) providing percussion for ut (lute), kanun (zither), clarinet and violin. Though modern musicians have updated the Čalgija into a spectrum of hard and soft, classical and pop sounds, some traditional musicians remain. Perhaps the most influential of recent years was Tale Ognenovski, who plays a wide variety of traditional and modern sounds.
After World War II People's Republic of Macedonia sponsored the creation of professional ensembles such a "Chalgii orchestra", "Folk music orchestra" and "Authentic folk instruments orchestra" which were departments of "Radio Television Skopje" and performed arranged version of folk melodies. Folk music orchestras performed arranged versions of folk melodies.
Since 1971 the Macedonian folk music duo, Selimova-Želčeski is active. At the International Folklore Conference organized by the International Folklore Committee in Istanbul, Turkey, 1977, on the subject of "Folklore on the Radio" representative from Yugoslavian Radio Television (Former Yugoslavia) was Dushko Dimitrovski, Editor of the Folk Music Department for "Radio Television Skopje" (now Macedonian Radio Television) from the Socialist Republic of Macedonia presented folklore material in his presentation entitled "Chalgija music in Macedonia", including the recordings of Macedonian folk dances: "Kasapsko oro", arranged by Tale Ognenovski, and "Kumovo oro chochek", composed by Tale Ognenovski and performed by him as clarinet soloist accompanied by the "Chalgii" orchestra of Radio Television Skopje (now Macedonian Radio Television), which created great interest not only amongst the delegates of the Conference but also around the world.
In the book entitled "Rough Guide to World Music Volume One: Africa, Europe & The Middle East" written by Simon Broughton and Mark Ellingham on page 202 subtitle: Macedonia tricky rhythm, Kim Burton noted: "In western music, a bar of triple time – such as a waltz has three equal beats: but in Macedonia it may a bar of 7/8 divided up as 3-2-2 or 2-2-3 or 2-3-2 and so on…" In this book on page 203 was written: "One of the few clarinettists to have performed successfully both with a calgia and in the more modern style is Tale Ognenovski, born in 1922 and one of the most influential musicians of the post-war era. He was a member of the Tanec group during the 1950s and lead clarinet of the Radio Skopje calgia. The composer of many tunes that have become standards, and which is the basis for Macedonia's own new composed folk music."
The magazine "Ilustrovana politika" observes,"Radio Television Belgrade" (PGP-RTB, now PGP-RTS Radio Television of Serbia, Serbia) released an LP of Macedonian folk music (LP 1439 RTB, produced in 1979), on which is performances by the extraordinary clarinetist Tale Ognenovski. His music repertoire is folk dances, jazz (besides others he includes works by Benny Goodman and Artie Shaw), concerts from Carl Maria von Weber, Mozart and Ernesto Cavallini...This is Tale Ognenovski who began to play the clarinet in the village of Brusnik near Bitola, who with this wooden instrument toured the world and received well-deserved applause wherever he performed."
In his book, For Our Music Dushko Dimitrovski writes: "The impossible becomes possible: two usually non-complementary parallel-existing worlds of sounds, Europe and The Orient, are in Tale Ognenovski's music naturally brought closer together, understand each other and merge."
In September, 2001 Tale Ognenovski released CD album: Jazz, Macedonian Folk Dances and Classical Music Reviewer Neil Horner of the MusicWeb International comments, "He is undoubtedly an exceptional artist and the predominant image created in my mind is of Benny Goodman playing the superb Contrasts he commissioned Bartók to write for him …This disc is likely to appeal to world music aficionados who enjoy the Balkan/Levantine soundworld and perhaps also those who care to hear the source musics of their classical favourites, the aforementioned Bartók but also, here, perhaps people like Skalkottas."
Contemporary folk music
Contemporary folk music is a popular style based on the traditional folk music. However, unlike it, contemporary folk music is credited to a particular author and it falls under the copyright laws, it is performed by professional musicians and it is usually (but not necessarily) played with modern instrumentation. Usually, the older performers and composers (such as the highly acclaimed Aleksandar Sarievski, Jonče Hristovski and Dobri Stavrevski) stay closer to the traditional roots, and thus contemporary folk music is often mistaken for traditional. On the other hand, the younger usually espouse a more modernized sound and image, thus often being disproved by the traditional purists as kitsch. Nevertheless, the style is popular among the common people and notable performers include: Elena Georgieva, Suzana Spasovska, Mitre Mitrevski, Efto Pupinovski, Vojo Stojanovski, Orce Stefkovski, Blagica Pavlovska, Dragan Vučić, Zoran Vanev, Vaska Ilieva Wik Kakarotski and others. Some of them also perform traditional songs. The newest generation of performers of this genre such as Aneta Micevska, Blagojce Stojanovski-TUSE, Sonja Tarculovska, Elena Velevska, Jasmina Mukaetova, Aneta Nakovska, Pane Panev altogether with the bands such as Molika, Bioritam, Bolero bend, Art Plaza have introduced a newer outlook to this kind of music inspired by the Serbian turbofolk, Bulgarian chalga, and Greek laika, so their style is more considered as pop-folk, rather than folk music.
Several popular folk music festivals exist, including: Folk fest Valandovo in Valandovo, Serenada na Širok sokak in Bitola, Cvetnici in Skopje, Ohridski trubaduri – Ohrid Fest in Ohrid and others.
Outside North Macedonia
Traditional as well as modern music is created and performed in other countries where Macedonian communities exist, which include primarily the Balkan countries surrounding North Macedonia, as well as enclaves resulting from the diaspora in the US, Australia, Canada and other countries.
A notable example is the folk musician Kostas Novakis from Greece (born in Koufalia, Thessaloniki regional unit, Greek Macedonia), who claims Macedonian ethnicity and performs traditional ethnic Macedonian music. Despite the political tensions between North Macedonia, with ethnic Macedonians on one side and Greece on the other, Novakis released several CD titles with traditional ethnic Macedonian music in Greece .
Receiving the audience through the World of Unusual Rhythm of Macedonian Folk Music
"Macedonian folk music is governed by rhythmic laws and set metres. Foreign influences, in so far as they existed, where subjected to the rules of accentuation of the Macedonian popular language. The melody is usually asymmetrical... ""Teškoto" from Nižopole (Bitola) means "heavy," and indicates the heavy rhythm which is typical of very ancient dances," appeared in an article entitled, "Extracts from PROGRAMME NOTES ON THE DANCES AND SONGS performed at the Yugoslav Folk Music Festival", with the subtitle 'MACEDONIA – represented by 23 villages", published by The International Folk Music Council (IFMC) Stevan Ognenovski in his book entitled Tale Ognenovski Virtuoso of the Clarinet and Composer / Тале Огненовски виртуоз на кларинет и композитор (2000), noted: "At the "Yugoslav Folk Music Festival in Opatija, Croatia (8 to 14 September 1951) the Folk Dance group from the Bitola village of Nižopole from the Bitola in which Tale Ognenovski was playing as a clarinet soloist in the folk dance "Teškoto", received First Award as the best Folk Dance group at the festival. This was a great success because in this Festival participated 85 different folk dance groups from Macedonia, Croatia, Serbia, Slovenia, Montenegro and Bosnia and Herzegovina. The musical part of the group had only two members: Tale Ognenovski played solo clarinet with the accompaniment of drummer Lambe Petrovski."
Croatian ethnomusicologist Dr Vinko Zganec wrote "The clarinet was as effective an accompaniment to the large drum in the folk dance from Kozjak as it was to the small drum in the folk dance "Teškoto" from Nižopole (Bitola). They provided a very effective combination." This appeared in an article entitled "Yugoslav Musical folklore at the Festival in Opatija". Yugoslav Folk Music Festival had been especially arranged by "Unions of Societies for Culture and Education of Yugoslavia" for the members of the Conference of The International Folk Music Council (IFMC) to studying folk music tradition and beauty and variety of Yugoslav folk art of 85 folk dance groups from Serbia, Bosnia and Herzegovina, Montenegro, Slovenia, Macedonia and Croatia which participated at this festival. "Every evening, for three hours or more, we witnessed an astonishing pageant of costume and custom, ritual and social dance, song and instrumental playing by 700 performers brought together from every part of the country. This was a world whose riches most of us had barely guessed at and, in this highly concentrated presentation, it was an overwhelming and unforgettable experience," written by Marie Slocombe and appeared in an article entitled, "Some Impression of the Yugoslav Conference and Festival " published by The International Folk Music Council". (IFMC)
The Tanec Ensemble of folklore dances and songs of Macedonia was founded by the Government of the People's Republic of Macedonia in 1949 with an aim to collect, preserve and present the Macedonian folklore. Ensemble Tanec performed arranged version of folk melodies. " On 20 January 1956, the Tanec ensemble arrived in the US, and their televised performance on CBS TV Programme Omnibus (U.S. TV series) on 22 January 1956 was viewed by millions people. It established the Tanec ensemble international stature and confirmation of this were reviews in the newspapers in North America for his 66 concerts:
On 27 January 1956, the Tanec Ensemble performed at Carnegie Hall in New York City. For this Carnegie Hall concert The New York Times music critic John Martin, wrote, "This particular group, part of a national movement toward the revival of the folk arts, comes from Macedonia … brilliantly spectacular and wonderfully unfamiliar dances … unforgettable pipe."
The New York Herald Tribune music critic Walter Terry, wrote, "Tanec, a Macedonian group of some forty dancers and musicians, gave generously of their rich folk heritage ... In "Sopska Poskocica", to make the point five young men took over the stage and indulged in show-off tactics to attract the girl ... An audience which jammed Carnegie to capacity cheered and applauded the folk dancing with as much enthusiasm as if it had been witnessing classical, theatrical ballet at its most glittering".
Stjepan Pucak, former Tanjug correspondent and Croatian journalist note: "To choose which were the most successful of the program's seventeen folk dances, when all were greeted with stormy applause, is really very difficult and risky ... "Sopska Poskocica" was even repeated, and to repeat a performance on the American stage is a really rare and exclusive event."
Naum Nachevski, journalist of the newspaper Nova Makedonija, Skopje, People’s Republic of Macedonia note: "The audience interrupted some of the folk dance performances with applause; these dances in particular left great impressions of the folklore … the unusual rhythm of Macedonian folk music. The "Tanec" ensemble not only received a warm welcome from the New York public, but also from the New York press."
The New York Times music critic John Martin, on 5 February 1956, wrote, "There is an amazing variety to the dances that comprised this particular program … the broken circles of the kolo of the Macedonian mountains … a dateless reed pipe"
Tanec's North American tour began with their debut on CBS TV Programme Omnibus (U.S. TV series) on 22 January 1956. Their first live US television performance was taped on videocassette and archived at the Library of Congress in Washington, D.C., and in Catalog Record is written description content: "The Yugoslav national folk ballet / directed by Elliot Silverstein; with the Tanec dance troupe from Macedonia (20 min.)"
For the concerts at The Civic Opera House in Chicago, Illinois on 4–5 February 1956, The Chicago Daily Tribune reviewer, Claudia Cassidy, noted: "… called Tanec, which is the Macedonian word for dance, this group of 37 dancers, singers and musicians is a kaleidoscope of the Balkans ... When five of them dance the "Sopska Poskocica", which apparently just means they are showing off to the girls. I would keep them any day as an unfair trade for the four little swans in Swan Lake."
For the concert at The Academy of Music in Philadelphia, Pennsylvania on 7 February 1956, The Philadelphia Inquirer music critic Samuel Singer commented, "'Tanec' means 'dance', but 'dance' in a larger form than customary. Besides dance alone, it conveys drama, ritual, tradition, songs, even military maneuvers ... there was a remarkable precision in both dancing and playing ... Clarinet, bass fiddle, violin, drums, guitar and flute provided most of the accompaniments in various combinations."
For the concert at The Constitution Hall in Washington, D.C., on 9 February 1956, Paul Hume, the Washington Post and Times music critic observed, "A "Sopska Poskocica" is devised to show the girls how handsome and wonderful and brilliant and exciting and sensational their man friends are. The rate at which it is danced, and the tremendous energy and precision of six men who dance it, is unique and demanded a repetition."
For the concert at Massey Hall in Toronto, Ontario, Canada, on 13 February 1956, John Kraglund, a music critic for The Globe and Mail wrote: "The first impression, however, must be one of rhythmic precision ... Nor was the performance without spectacle ... in the case of one dance, Sopska Poskocica, it was no more than a show-off dance. As such it was highly effective."
For the concert at The War Memorial Opera House in San Francisco, California on 7 March 1956, San Francisco Chronicle music critic R. H. Hagan says, "… in a number titled simply "Macedonian Tune", which in its intricate rhythms and plaintive melody should at least make Dave Brubeck send out an emergency call for Darius Milhaud".
For the concert at The Philharmonic Auditorium in Los Angeles, California on 12 March 1956, Los Angeles Times music critic Albert Goldberg commented: "For authentic folk dancing, wild and free and yet subject to its own intricate disciplines, this group would be hard to beat ...They are accompanied by a group of musicians consisting of a violinist, guitar and accordion players, a flutist, a clarinetist and double bass, though drums of different types are frequently involved, as well as a shepherd's reed pipe"
Dance Observer commented: "The capacity audience at Carnegie Hall on January 27 for the single New York performance of Tanec, the Yugoslav National Folk Ballet, enjoyed a fascinating cross-section of over 2000 years of human history and culture. Tanec is a Macedonian group"
After the end of the tour the Life commented: "A hundred years ago on the rugged roads of Macedonia, bands of brigands used to plunder the caravans of rich merchants and, like Robin Hood, pass on some of their spoils to the poor ... this spring, the Yugoslav National Folk Ballet is making a first, and highly successful tour of the U.S ... Together they make as vigorous a display of dancing as the U.S. has ever seen."
Craig Harris at Allmusic noted for The Tanec Ensemble and clarinetist Tale Ognenovski, "The ensemble reached their peak during the late '50s, when influential clarinet and pipes player Tale Ognenovski was a member."
Notable members of the Tanec Ensemble include clarinetist and composer Tale Ognenovski – Tale Ognenovski performed as clarinet and reed pipe (recorder) soloist with Ensemble Tanec during their tour of : United States of America and Canada (66 concerts, between 22 January 1956 and 12 April 1956 including on the Ford Foundation TV Programme Omnibus (U.S. TV series) on 22 January 1956 on CBS and concert on 27 January 1956 at Carnegie Hall in New York City) ; Germany (72 concerts from 15 August until 27 October 1956) ; France (83 concerts from 20 September until 25 November 1959) ; Switzerland (4 concerts from 7–10 July 1959)
For the contribution of Tale Ognenovski to the Tanec's North American tour, his biographer Stevan Ognenovski in the book entitled Tale Ognenovski Virtuoso of the Clarinet and Composer / Тале Огненовски виртуоз на кларинет и композитор (2000), noted: " Tale Ognenovski was clarinet soloist in "Sopska Poskocica" but he also helped arrange the music for he added his own improvisations to some parts of the dance ... Ensemble Tanec performed 66 concerts ... They were described as a Great Cultural Event by the American press."
Tale Ognenovski as a clarinet soloist performed the Macedonian folk dances "Zhensko Chamche" and "Beranche" with Ensemble Tanec in Vardar Film's 1955 production of "Ritam i zvuk (Rhythm and Sound),.
Ensemble Tanec during their tour of France from 20 September until 25 November 1959. They performed 83 concerts in 58 towns and cities in France. The Ensemble twice had performances broadcast on television, on 21 and 22 September 1959: 20 million people would have seen them on the most popular programme on French Television. Radio Paris recorded a 45-minute programme of Macedonian folk dances and songs.
In a 1964 interview, for the newspaper "Večer", Skopje, People's Republic of Macedonia Raymond Guillier, The Manager of Ensemble Tanec's tour of France (from Paris, France) commented: "Everyone who went to the concerts by Ensemble Tanec in France was fascinated … Tanec is playing in the spirit of Macedonia, no other Ensemble in the world can perform ... Your girls and boys put their whole heart into the dance and example of this is clarinetist Tale Ognenovski."
For the concert of The Tanec ensemble at "Grand Palais" in Bourges, France on 23 September 1959, newspaper "La nouvelle republique du Centre" commented: "The first performance of the National Ballet of Macedonia was a tremendous success. Everyone in the hall applauded with enthusiasm, here in the 'Grand Palais' in Bourges at the first performance in France ... The members of the National Ballet of Macedonia arrived four days ago in Paris and have been shown on television," and newspaper "Le Berry Republicain" commented: "The quality and talent of this group is admirable ... This is the first time that they have performed in France ... At the end of their concert, the members of Ensemble Tanec remained on stage and were applauded by the Bourges audiences for more than a quarter of an hour."
The concerts of the Tanec ensemble were performed in Berne on 7 and 8 July 1959 and in Geneva on 9 and 10 July 1959. Tale Ognenovski made his debut on a special programme broadcast on Swiss Television. Playing as clarinet soloist, he performed his personally composed Macedonian folk dances "Bitolsko oro" and "Brusnichko oro".
For the concert of The Tanec ensemble at Port Gitana Bellevue, Geneva on 10 July 1959, newspaper "Tribune de Geneve" commented: "We were presented with remarkable spectacles performed by the Yugoslavian National Folk Ballet 'Tanec' from Macedonia ... Nothing here that resembled classical dances of our Western World ... They have the rhythm of the dances of their country in their blood...."
Tale Ognenovski was included in the book The Greatest Clarinet Players of All Time: Top 100 by Alex Trost and Vadim Kravetsky. Mi2n Music Industry News Network published an article entitled, "Clarinetist Tale Ognenovski Is Included in the Book Entitled "The Greatest Clarinet Players of All Time: Top 100" By Alex Trost And Vadim Kravetsky, Publisher: CreateSpace.""
Classical music
Mokranjac School of Music
The Mokranjac School of Music was established in Skopje in 1934. In addition to its well-respected choir, it was famous for the people that were involved in its establishment, composers like Trajko Prokopiev and Todor Skalovski.
Post-WWII
After the formation of the PR Macedonia, the Macedonian Philharmonic Orchestra was established in 1944, while in 1947 the Association of Musicians of Macedonia was created. Shortly after that, the first Macedonian radio concert was made, conducted by Todor Skalovski.
During the 1950s, the first Macedonian ballet by Gligor Smokvarski and opera Goce by Kiril Makedonski were produced. The period after these brought a relative renaissance of Macedonian music, focussed on innovation. The most prominent composers in this period are Zivko Firfov, Trajko Prokopiev, Stefan Gajdov, Todor Skalovski, Petre Bogdanov Kocko, Vlastimir Nikolovski, Blagoja Ivanovski, Tomislav Zografski, Toma Prosev and Mihajlo Nikolovski. Among the most prominent music artists in this period are the opera singers Danka Firfova, Pavlina Apostolova, Georgi Bozikov and Zina Krelja, and the pianist Ladislav Palfi. Firfova was one of the first trained sopranos in Macedonia and debuted in 1947 as Santuzza in a Macedonian-language version of the Cavalleria Rusticana, the first opera ever sung in Macedonian.
The "Macedonian National Police Wind Orchestra" comprising about 30 musicians and conducted by Micho Kostovski was established in 1949. In December 1952, Tale Ognenovski as clarinet soloist, together with pianist Nino Cipušev as accompaniment, performed the classical concert "Concert Polka for Clarinet" by Miler Bela in the "Police House" in Skopje with outstanding success and he became the first clarinet soloist in the history of country to perform a classical concert for the clarinet. On 24 May 1953 he played clarinet soloist in the classical concert "Concert Polka for Clarinet" by Miler Bela with Gligor Smokvarski's arrangement for the "Public Police Wind Orchestra", comprising about 30 musicians and conducted by Micho Kostovski. The concert was performed in the Radio Skopje building, and broadcast directly to the nation via Radio Skopje (now Macedonian Radio Television).
Tale Ognenovski and his son Stevan Ognenovski arranged for two clarinets Clarinet Concerto in A Major, K.622, composed by Wolfgang Amadeus Mozart and recorded the albums: Mozart and Ognenovski Clarinet Concertos and Mozart Clarinet Concerto in A, K. 622 Arranged for Two Clarinets by Tale Ognenovski . Perhaps these two albums are unique recordings of this concert with two clarinets where first clarinet with first arrangement and second clarinet with second arrangement that's played simultaneously – by one performer (Tale Ognenovski). Top40-Charts News published the articles entitled, "Tale Ognenovski, Internationally Renowned Jazz And Classical Clarinetist Released CD Album Entitled: Mozart And Ognenovski Clarinet Concertos To Celebrate The 250th Anniversary of Mozart's Birthday" on 13 November 2006, and "Mozart and Ognenovski Is the Best Clarinet Concertos in the World" on 21 November 2014 Mi2n Music Industry News Network published an article entitled, "New Digital Album of Clarinetist And Composer Tale Ognenovski: "Mozart Clarinet Concerto in A, K. 622 Arranged For Two Clarinets By Tale Ognenovski""on 27 April 2017.
Today
Today, one of the most prominent classical music artists is the pianists Simon Trpčeski, also notable opera singers include Neven Siljanovski, Blagoj Nacoski, Ana Durlovski, Igor Durlovski and Boris Trajanov. From the diaspora, a notable performer is the Australian born, but Macedonian pianist Hristijan Spirovski. The most prominent conductors include Borjan Canev, Sasho Tatarchevski, Bisera Chadlovska and Oliver Balaburski, and the most notable instrumentalist are the violinists Ljubisha Kirovski, Oleg Kondratenko and Russian born Anna Kondratenko, the saxophonist Ninoslav Dimov, the clarinetist Stojan Dimov, the bassists Velko Todevski and Petrus Petrusevski, the oboists Tome Atanasov, Vasil Atanasov and Gordana Josifova-Nedelkovska. Among the composers are Darija Andovska, Jana Andreevska, Goce Kolarovski, Tome Mancev, Stojan Stojkov, Damjan Temkov, Valentina Velkovska, Soni Petrovski, Goran Nachevski, Boris Svetiev, Ljubomir Brangjolica, Michael Bakrnčev and the composer, but also a performer, musicologist and researcher, Dimitrije Bužarovski.
Popular music
Pop music
Popular pop music performers in North Macedonia include: Toše Proeski (the most prominent Macedonian singer), Karolina Gočeva, Maja Odžaklievska, Ljupka Dimitrovska, Rebeka, Gjoko Gjorchev, Elena Risteska, Andrea, Vlatko Ilievski, Vlatko Lozanoski, DNK, Dani Dimitrovska, Kaliopi, Tamara Todevska, Vrcak, Robert Bilbilov, Lambe Alabakoski, Jovan Jovanov, Andrijana Janevska, Kristina Arnaudova, Aco Andonov and others. Notable composers, producers and arrangers involved in the pop music scene are Darko Dimitrov, Damir Imeri, Aleksandar Masevski, and Grigor Koprov. Many artists are famous as both singer and songwriter such as Jovan Jovanov and Miyatta.
The first examples of Macedonian pop music appeared in the mid-20th century and was called "zabavna muzika". The most famous old-generation performers are Zafir Hadzimanov, Verica Risteska, Dragan Mijalkovski and many others. According to style, Macedonian pop music is a Western type of pop music, with influences of folk and oriental music. Several fusion genres such as pop-rock, pop-rap, ethnopop, and pop-folk also have developed.
Music festivals
Major music festivals in North Macedonia include Skopje Fest in Skopje, Ohrid Fest in Ohrid, MakFest in Štip, Interfest in Bitola.
North Macedonia debuted as an independent state at the Eurovision Song Contest 1998. So far, its highest placing was seventh in Eurovision Song Contest 2019 final which altogether was overall best result in televoting years.
Rock music
The most successful and influential rock band in North Macedonia and one of the most popular in Western Balkans was Leb i Sol. They combined rock music with fusion jazz and traditional music elements creating a distinct sound of their own, becoming one of the top acts of the Western Balkans. After they broke up, the guitarist Vlatko Stefanovski, the bassist Bodan Arsovski, the keyboard player Kokan Dimuševski and the drummer Garabet Tavitijan all started successful solo careers, each in his own right. In 2006 they gathered again for a reunion tour to mark 30th anniversary since their beginning as a band. In 2008, a different line-up recorded a new album, I taka nataka without Stefanovski's and Tavitjan's participation.
Other notable group was Bisbez, which was influenced by The Beatles and other 1960s artists. It was formed in 1964 by merging two previously existing bands Biseri (meaning Pearls) and Bezimeni (Nameless). During the 1970s notable groups were Pu, Madrigali, Ilinden 903, Den za Den, Leva patika, Triangl, Torr and others. Most of them were into hard rock, progressive rock, folk rock, symphonic rock, jazz rock and funk rock. The late 1970s saw the emergence of punk rock. The first punk rock band was Fol Jazik, formed in Skopje in 1979. During the 1980s other notable punk groups were Saraceni and Badmingtons, both led by Vladimir Petrovski Karter. Later he switched to a more mainstream sound and formed the group Aleksandar Makedonski (Alexander of Macedon). The new wave scene featured artists such as the ska group Cilindar, Usta na usta and Tokmu taka. Tokmu taka's vocalist Ljupčo Bubo Karov from Kavadarci later became popular as an actor of the comedy TV show K-15, while Usta na usta's member Aleksandar Prokopiev became a prominent writer. Another influential band was Bon Ton Bend with Dario Pankovski, who released many hits of new wave music. Notable heavy metal artists were the groups Karamela and Concorde, the latter being remembered for their more radio-friendly hit "Visoki štikli i crni čorapi" ("High Heels and Black Stockings"). Its guitarist Venko Serafimov later started a successful solo career. The synthpop trio Bastion which featured Kiril Džajkovski was one of the most important 1980s acts. Another notable 1980's act was Haos in Laos. The pop-rock group Memorija formed in 1984 was one of the most prosperous from this period. The most productive in the country was the post-punk, darkwave and gothic rock scene which included the cult bands Mizar, Arhangel and Padot na Vizantija, the latter led by Goran Trajkoski and Klime Kovaceski. Later they formed the neo-folk group Anastasia which became internationally acclaimed with its soundtrack for the Milčo Mančevski's Academy Award-nominated film Before the Rain.
Notable artists during the first half of the 1990s music included the thrash metal group Sanatorium, the alternative rock bands Suns, Last Expedition, The Hip, Balkan Express, Decadence, Vodolija, Nikeja, the punk rockers Rok Agresori and Parketi, and D' Daltons, which was initially a rockabilly act. The second half of the decade saw the emergence of the hardcore punk bands Sidewalk, Fluks, Tank Warning Net, Smut, Bumbiks and No Name Nation, while notable extreme metal band was Siniac. In the 2000s, prominent acts included Superhiks (ska punk), Denny Te Chuva (melodic hardcore, emo), Smut (metalcore), Verka (folk metal), Two Sides (hardcore punk), Parketi (pop punk), Kulturno Umetnički Rabotnici (garage punk), Noviot početok (hardcore punk), Bernays Propaganda (indie-rock, post-punk revival) and others. Notable artists during the 2010s are Vizija (alternative/experimental rock), XaХаXa (punk rock), Molokai (Surf rock), Smoke shakers (indie rock), Chromatic point (progressive metal), Culture Development (post hardcore), Tempera (Alternative rock) and others.
Notable all-female bands in the Macedonian scene were Royal Albert Hall and Vivid.
There are several rock music festivals, some of the most notable include: Taksirat annually organized by Lithium Records and the Skopje gori organized by Avalon Productions. Both of the festivals hosted numerous internationally acclaimed rock, electronica and hip hop acts. There are also smaller demo band festivals such as Winner Fest (formerly known as Loser Fest) and Rok-fest, the latter has existed for several decades. The most notable international open-air festival was Alarm held in Ljubaništa by the Ohrid Lake in 2002. In 1994 a peace festival called Urban fest was organized in Skopje gathering underground music artists from all the Balkan countries.
Hip hop
A well-developed hip hop music scene also exists.
Electronic scene
The most prominent electronic musicians are Kiril Džajkovski (a former member of Bastion), Galoski, the PMG Collective, Robotek, Novogradska and Gotra. North Macedonia has a developed clubbing scene especially in Skopje. Several festivals featuring foreign DJs take place in the country, many of them on the Ohrid Lake during the summer season.
Psychedelic trance is one of the most popular electronic genres in North Macedonia, and there is large number of internationally popular and successful psytrance acts from Macedonia, for example Fobi, Kala, Yudhisthira, AntHill (joined project of Kala and Yudhisthira), Blisargon Demogorgon, Atriohm, Zopmanika, Demoniac Insomniac, Egorythmia, Galactic Explorers, Djantrix, Spirit Architect, Tengri, etc.
Jazz
The Macedonian jazz scene is highly appreciated as well. Famous and celebrated jazz musicians and bands include: guitarist Toni Kitanovski, vibraphonist Zoran Madžirov, pianists Dragan Soldatovic – Labish and Simon Kiselicki, bands like Tavitjan Brothers, Sethstat, Letecki Pekinezeri, La Colonie Volvox among others. The Skopje Jazz Festival is held annually.
In September 2008, Tale Ognenovski Quartet released CD album: Macedonian Clarinet Jazz Composed by Tale Ognenovski. All About Jazz published article entitled: "New CD 'Macedonian Clarinet Jazz Composed By Tale Ognenovski of Internationally Renowned Jazz, Folk Dance And Classical Clarinetist" on 27 September 2008 at his website.
"…lively discussion about clarinetist Tale Ognenovski, which segued to the proliferation of New York bands interpreting Balkan music," wrote JazzTimes music critic Bill Shoemaker in an article entitled "Dave Douglas: Parallel Worlds", appearing in the website of JazzTimes on 3 January 1998.
Jazzclub Unterfahrt from Munich, Bavaria, Germany commented: "Playing the music of clarinetist Tale Ognenovski is different from imitating Michael Breckers style."
All About Jazz celebrated 27 April 2009, the birthday of Tale Ognenovski with All About Jazz recognition: Jazz Musician of the Day: Tale Ognenovski, with announcement published at his website.
Children's music
One of the most notable children's music festivals is Zlatno slavejče (Golden Nightingale) annually held in Skopje, which has a long tradition in North Macedonia. Other festivals include Si-Do in Bitola Kalinka in Gevgelija and Super Zvezda, also in Skopje. Notable composers of children's songs, producers and arrangers include Mile Sherdenkov, Dragan Karanfilovski Bojs, Miodrag and Marjan Nečak, Kire Kostov, Petar Sidovski, Slave Dimitrov, Milko Lozanovski, Aleksandar Džambazov, Ljupčo Mirkovski, Darko Mijalkovski and others. Several TV shows featuring children music exist. The country also takes part in the Junior Eurovision Song Contest and recently achieved the best result- 5th place for their 2007 entry at the Junior Eurovision Song Contest 2007.
See also
Esma Redžepova, eminent musician of Romani ethnicity from North Macedonia.
List of radio stations in North Macedonia
References
External links
Audio clips: Traditional music of Macedonia. Musée d'ethnographie de Genève. Accessed 25 November 2010.
Macedonian ethnology, folk music and dances – Foundation Open Society Institute, Macedonia
Macedonian Music Network
Mister Company Production
Lithium Records (Macedonian music label) – mostly alternative rock & roll and electronic artists including news, biographies and MP3s
Avalon Production
Macedonian Underground Music Archive including most of the Darkwave generation of bands from the 1980s
Mavrova 'dan aldim sumbul(Turkish lyrics)
Brenna MacCrimmon – Ediye
Tous aux Balkans » Macedonia songs lyrics and videos
Audio
Kaleš bre Angjo
Slušam kaj šumat šumite
Biljana platno beleše
Dafino vino crveno
Narode Makedonski
Video
Teškoto oro folk dance
Kalajdžiskoto oro folk dance
Pece Atanasovski playing gajda (bagpipe)
Pajduško oro folk dance
Nevestinskoto oro – Wedding folk dance
Žensko beranče female folk dance
Macedonian music
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https://en.wikipedia.org/wiki/Manhattan%20Bridge
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Manhattan Bridge
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The Manhattan Bridge is a suspension bridge that crosses the East River in New York City, connecting Lower Manhattan at Canal Street with Downtown Brooklyn at the Flatbush Avenue Extension. The main span is long, with the suspension cables being long. The bridge's total length is . It is one of four toll-free vehicular bridges connecting Manhattan Island to Long Island; the nearby Brooklyn Bridge is just slightly further west, while the Queensboro and Williamsburg bridges are to the north.
The bridge was designed by Leon Moisseiff, built by The Phoenix Bridge Company, and opened to traffic on December 31, 1909. An innovative design, it was the first suspension bridge to employ Josef Melan's deflection theory for deck stiffening, resulting in the first use of a lightly-webbed weight-saving Warren truss for its construction. Considered the forerunner of modern suspension bridges, it served as the model for many of the record-breaking spans built in the first half of the twentieth century.
History
The bridge was the last of the three suspension spans built across the lower East River, following the Brooklyn and Williamsburg Bridges. In the earliest plans it was to have been called "Bridge No. 3", but was given the name Manhattan Bridge in 1902. When the name was confirmed in 1904, The New York Times criticized it as "meaningless", lobbied for one after Brooklyn's Wallabout Bay, and railed that the span "would have geographical and historical significance if it were known as the Wallabout Bridge". In 1905, the Times renewed its campaign, stating, "All bridges across the East River are Manhattan bridges. When there was only one, it was well enough to call it the Brooklyn Bridge, or the East River Bridge".
Planning and construction
Planning and initial work
The earliest plans for what became the Manhattan Bridge were designed by R. S. Buck. These plans called for a suspension bridge with carbon steel wire cables and a suspended stiffening truss, supported by a pair of towers with eight braced legs. This design would have consisted of a main span of and approaches of each. Construction on the foundations for the suspension towers had commenced by at least 1901. A plan for the suspension bridge was announced in 1903. Elevated and trolley routes would use the Manhattan Bridge, and there would be large balconies and enormous spaces within the towers' anchorages. By 1903, three workers had died while working on the Brooklyn-side tower's caisson. A $10 million grant for the bridge's construction was granted in May 1904 with the expectation that work on the bridge would start later that year.
The Municipal Art Commission raised objections to one of the bridge's plans in June 1904, which delayed the start of construction for the span. Another set of plans was unveiled that month by New York City Bridge Commissioner Gustav Lindenthal, in conjunction with Henry Hornbostel. The proposal also called for each of the suspension towers to be made of four columns, to be braced transversely and hinged to the bottom of the abutments longitudinally. The same span dimensions from Buck's plan were used because work on the masonry pier foundations had already begun. Additionally, the towers would have contained Modern French detail, while the anchorages would have been used for functions such as meeting halls.
Lindenthal's plan was also rejected, over a dispute which revolved around whether his plan using eyebars was better than the more established practice of using wire cables. The MAC voted to use wire cables in the bridge in September 1904. Lindenthal was ultimately dismissed and a new design was commissioned from Leon Moisseiff. Lindenthal was also replaced by George Best as bridge commissioner. Hornbostel was replaced by Carrère and Hastings as architectural consultants. Because of this dispute, the plans for Manhattan Bridge are sometimes mistakenly attributed to Lindenthal. Other delays arose over the proposed placement of the bridge's termini on either side.
Subsequent construction
The first temporary wire between the Manhattan Bridge's two towers was strung in June 1908. It was to be replaced later with two sets of permanent, thicker main cables, each thick, in pairs on both sides of the bridge's deck. By this time, the construction cost had increased to $22 million. During the stringing of the anchorages, one of the cables on the Brooklyn side broke loose, injuring two people. The last of the suspender ropes supporting the main cables was strung in December of that year. The cables had been strung in four months, The construction of the bridge span required 30,000 tons of steel. Erection of the superstructure and steel fabrication were contracted to The Phoenix Bridge Company. The first girder for the new bridge was installed in February 1909. By April, the majority of the span had been fitted into place between the main cables.
The New York City Rapid Transit Commission recommended the construction of a subway line across the Manhattan Bridge in 1905. This line was approved in 1907. The New York City Public Service Commission requested permission to start constructing the subway tracks in March 1908. This plan was approved in May.
Opening and early history
A group of 100 "leading citizens of Brooklyn" walked over the bridge on December 5, 1909, marking the unofficial completion of the bridge. The bridge was officially opened by outgoing Mayor George B. McClellan Jr. on December 31, 1909. Shortly after opening, a fire on the Brooklyn side of the Manhattan Bridge damaged the structure.
In 1910, the year after the bridge opened, Carrère and Hastings drew up preliminary plans for an elaborate Beaux Arts grand entry to the bridge on the Manhattan side as part of the "City Beautiful" movement (see ), as well as a smaller approach on the Brooklyn side. These approaches would hide the bridge. The final plans were approved in 1912, and construction began the same year. A plot of , bounded by the Bowery and Canal, Forsyth, and Bayard Streets was cleared for the arch and colonnade's construction. The arch and colonnade were completed in 1915, while a pair of pylons on the Brooklyn side were installed in November 1916.
An upper-deck roadway on the bridge was installed in 1922. The bridge was the subject of American artist Edward Hopper's 1928 painting Manhattan Bridge Loop.
Floodlights and barbed-wire fences were installed at the bases of the bridge's anchorages in 1951, during the Cold War. The installations were fortified to protect against "possible sabotage attempts under wartime conditions". The anchorages themselves were sealed. The pylons on the Brooklyn side were removed in 1963 to accommodate a widened roadway, and they were moved to the Brooklyn Museum.
Reconstruction
The subway trains crossing the Manhattan Bridge had a major impact on its condition (see ), and the bridge started to tilt to one side based on how many trains used that side. This had supposedly been a problem since the tracks opened in 1915. In 1956, the bridge was renovated in order to rectify this tilt. However, by 1978, the Manhattan Bridge had deteriorated to such a point that the United States Congress voted to allocate money to repair the bridge, as well as several others in New York City. Minor repair work started in 1982. A discretionary grant for $50 million was allocated to these bridges' repairs in 1985. The first phase of repairs started that year. The bridge's condition was blamed on the imbalance in the number of trains crossing the bridge, as well as deferred maintenance during the New York City fiscal crisis of the 1970s.
In April 1986, there was a temporary closure of the Manhattan-bound roadway on the upper level in order to repair the deck. The north-side subway tracks, underneath the Manhattan-bound roadway, were also closed during this time. In December 1987, inspectors also shut one lane of the lower level due to a crack in the deck. The New York City Department of Transportation published a list of 17 structurally deficient bridges in the city. Among them was the Manhattan Bridge, which needed $166 million in repairs to fix "cable anchors and torsion of steel members as subways cross". Repairs on the northern side of the Manhattan Bridge were complete by the end of 1988, and the subway tracks on the north side were reopened. Simultaneous with the reopening of the north side, the south-side tracks were closed. In 1991, trucks were banned from the lower level because they were too heavy for the decaying bridge.
Major repair work on the southern side began in 1992. The Yonkers Construction Company was awarded a $97.8 million contract for the repair project in August 1992. City Comptroller Elizabeth Holtzman originally denied the contract to the company because of concerns about corruption, but she was overridden by Mayor David Dinkins, who wanted to complete repairs quickly. At the same time, the NYCDOT increased the frequency of maintenance inspections for the bridge, after inspectors found holes in beams that had been deemed structurally sound during previous inspections. The Brooklyn-bound roadway on the upper level was closed from 1993 to 1996 so that side of the bridge could be repaired. The bridge repairs were repeatedly delayed as the renovation process uncovered more serious structural problems underlying the bridge. The original plans had been to complete the renovations by 1995 for $150 million, but by 1996, the renovation was slated to be complete in 2003 at a cost of $452 million. By 2001, it was estimated that the total cost of the renovations had reached $500 million, including $260 million for the south side and another $175 million for the north side. At the time, the NYCDOT had set a January 2004 deadline for the renovation.
The arch and colonnade had also become deteriorated, having become covered with graffiti and dirt. The enclosed plaza within the colonnade had been used as a parking lot by the New York City Police Department, while the only remaining portion of the large park surrounding the arch and colonnade, at Canal and Forsyth Streets, had accumulated trees. The arch and colonnade themselves had open joints in the stonework, as well as weeds, bushes, and small trees growing at their top. The arch and colonnade were restored starting in the late 1990s, with the restoration being completed in April 2001 for $11 million. The project entailed cleaning the structures and installing 258 floodlights.
21st century
The original pedestrian walkway on the south side of the bridge was reopened after 40 years in June 2001. It was shared with bicycles until late summer 2004, when a dedicated bicycle path was opened on the north side of the bridge. The northern bridge bike path is notable for poor signage that leads to cyclist and pedestrian conflicts. By the time work on the bridge was completed in 2004, the final cost of the renovation totaled $800 million. The lower-level roadway was then renovated between 2004 and 2008.
To celebrate the bridge's centennial, a series of events and exhibits were organized by the New York City Bridge Centennial Commission in October 2009. These included a ceremonial parade across the Manhattan Bridge on the morning of October 4 and a fireworks display in the evening. In 2009, the bridge was designated as a National Historic Civil Engineering Landmark by the American Society of Civil Engineers.
An $834 million project to replace the Manhattan Bridge's suspension cable was announced in 2010. The work was scheduled to take two years. In late 2018, after rubble was found in Brooklyn Bridge Park under the Brooklyn approach, Skanska was given a contract to repair parts of the bridge at a cost of $75.9 million. The renovation was scheduled to finish in early 2021. The work entailed replacing some fencing, installing some new steel beams on the spans, and refurbishing ornamental elements on the towers. For instance, the spherical finials atop the suspension towers were replaced with cast-iron copies.
Description
The Manhattan Bridge has four vehicle lanes on the upper level, split between two roadways carrying opposite directions of traffic; the southbound roadway to Brooklyn is on the west side of the bridge, while the northbound roadway to Manhattan is on the east side. The lower level has three Manhattan-bound vehicle lanes (formerly reversible), four subway tracks, two under each of the upper roadways; a walkway on the west; and a bikeway on the east. The bridge once carried New York State Route 27 and later was planned to carry Interstate 478.
The main span between the two suspension towers is long and wide. Including approach spans, the bridge is about long. When the bridge was built, the Manhattan approach was quoted as being long, while the Brooklyn approach was quoted as measuring long. Navigational clearance is above mean high water (MHW).
Both of the steel suspension towers contain little decorative detail, except for spherical finials, and rest on masonry piers. Each suspension tower contains an iron and copper hood over the pedestrian or bike path on either side, as well as iron cornices just below the tops of the towers. The Manhattan Bridge contains four main cables, which descend from the tops of the suspension towers and help support the deck. The cables are attached to stone suspension anchorages on each side, measuring long and wide, with a pedestrian area high. The anchorages were made wider than the main or approach spans to give pedestrians a place to rest. Each anchorage is designed with a colonnade on either side, beneath which is a large arch. These are the only portions of the anchorage that are decorated.
Approach plazas
Carrère and Hastings designed approach plazas on both ends of the bridge. At the time of the bridge's opening, these plazas were meant to conceal views of the Manhattan Bridge from the streets on either end.
Arch and colonnade
The arch and colonnade on the Manhattan end of the bridge were completed in 1915. They surround an elliptical plaza facing northwest toward the Bowery. The arch and colonnade are made of white, fine-grained Hallowell granite. They are decorated with two groups of allegorical sculptures by Carl Augustus Heber and a frieze called "Buffalo Hunt" by Charles Cary Rumsey. The design of the arch and colonnade reference the fact that the Manhattan Bridge continues into Brooklyn as Flatbush Avenue, which runs south to the Atlantic Ocean. The arch thus signified the Manhattan Bridge's role as an ocean "gateway". The plaza was influenced by the New York Improvement Plan of 1907, which sought to create plazas and other open spaces at large intersections; a massive circular plaza, connecting the Brooklyn and Manhattan Bridges, was never built.
The arch was based on Paris's Porte Saint-Denis. It is one of the city's three remaining triumphal arches, the others being the Washington Square Arch and the Soldiers' and Sailors' Arch. The arch's opening measures high and wide. On the northern side of the arch, the opening is flanked by carvings of classical ships, masks, shields, and oak leaves. The western pier contains the sculptural group Spirit of Commerce, depicting a winged woman flanked by two figures. The eastern pier contains Spirit of Industry, depicting the god Mercury flanked by two figures. The arch's keystone contains a depiction of a bison. Above is the "Buffalo Hunt" frieze, which depicts Native Americans hunting animals while on horseback. The relief is topped by dentils and egg-and-dart ornamentation. The cornice of the arch contains modillions as well as six lion heads. The interior of the arch contains a coffered ceiling. There are rosettes on the arch's soffit. The southern side of the arch, facing Brooklyn, is less ornately decorated but has rusticated stone blocks indicative of a Parisian or Florentine bank. On the southern side, there are decorations of carved lions at the bases of each pier.
The colonnade and plaza was modeled after the one surrounding St. Peter's Square in Vatican City. The colonnade is elliptical and rises to . It is supported by six pairs of Tuscan columns on either side, with each pair of columns flanking rusticated piers inside the colonnade. Above each column is a stone with a classical motif, such as a boat or a cuirass. There is an entablature above the columns, as well as a cornice and balustrade at the top of the colonnade. The entablature contains roundels with floral motifs. The arch and colonnade were initially surrounded by granite retaining walls that contained decorative balustrades surrounding parkland on either side of the arch and colonnade. Only a small segment of parkland remains at Canal and Forsyth Streets, while the south side of the park became Confucius Plaza.
American Architect and Architecture described the arch and colonnade in 1912 as "worthy of one of the principal gateways of a great modern city". The arch and colonnade were described as a "complete, dignified and monumental ensemble, worthy of one of the principal gateways of a great modern city" in a New York Times article. The Brooklyn Daily Eagle wrote: "The Manhattan Bridge will he not only something to get across the East River upon, but the sight of it will be a joy even to those who have no occasion to cross it." From the bridge's completion, the arch was highly used by vehicular traffic. Part of the colonnade's eastern arm was removed and replaced in the 1970s for the construction of the incomplete Second Avenue Subway. The arch and colonnade were designated a New York City landmark on November 25, 1975. After many years of neglect and several attempts by traffic engineers to remove the structure (including a proposal for the unbuilt Lower Manhattan Expressway that would have required removing the arch), the arch and colonnade were repaired and restored in 2000.
Pylons in Brooklyn
The Brooklyn approach to the Manhattan Bridge also contained a terraced plaza with balustrades. Daniel Chester French designed two , pylons named "Brooklyn" and "Manhattan" on the Brooklyn side of the Manhattan Bridge. These were installed in November 1916. The pylons on the Brooklyn side were relocated to the Brooklyn Museum in 1963. The pylons never constituted a true portal, even when they were in place. Following their removal, the Brooklyn approach did not contain a formal entrance.
Subway tracks
Four subway tracks are located on the lower deck of the bridge, two on each side of the roadway. The two tracks on the south side are used by the Q train at all times and the N train at all times except late nights, when it uses the Montague Street Tunnel. The tracks on the north side are used by the D train at all times and the B train on weekdays. On the Manhattan side, the south side tracks connect to Canal Street and become the express tracks of the BMT Broadway Line, while the north side tracks connect to the Chrystie Street Connection through Grand Street and become the express tracks on the IND Sixth Avenue Line. On the Brooklyn side, the two pairs merge under Flatbush Avenue to a large junction with the BMT Fourth Avenue Line and BMT Brighton Line at DeKalb Avenue. For 18 years, between 1986 and 2004, one or the other set of tracks was closed to repair structural damage.
The feeder lines for the Brooklyn side of the tracks have not changed since subway service began on the bridge. It has always been fed by tracks from the BMT Fourth Avenue Line and the BMT Brighton Line, although the junction between the lines was reconstructed starting in 1956. On the Manhattan side, however, the two north tracks originally connected to the BMT Broadway Line (where the south tracks now connect) while the two south tracks curved south to join the BMT Nassau Street Line towards Chambers Street. As a result of the Chrystie Street Connection, which linked the north tracks to the Sixth Avenue Line upon completion in 1967, the Nassau Street connection was severed.
Trackage history
When the bridge first opened, its tracks did not connect to any others. In 1910, the Manhattan Bridge Three Cent Line, a streetcar company, began operations on those tracks. This was followed by the Brooklyn and North River Line in 1912. The trolley arrangement continued until 1915 when the subway tracks of the BRT (later BMT), which also had two tracks each over the Brooklyn and Williamsburg Bridges, was connected to the bridge. The trolleys were moved to the upper-level roadways until 1929, when service was discontinued. In the bridge's early years, the design was intended to contain four BRT subway tracks on the lower level, as well as two trolley and two elevated railway tracks on the upper level. The trolley tracks were carried around the Manhattan side's colonnade, while the subway tracks did not emerge from street level until south of the colonnade.
The subway tracks on the Manhattan Bridge opened on June 22, 1915, along with the Fourth Avenue Line and the Sea Beach Line to Coney Island–Stillwell Avenue station. The north tracks carried Fourth Avenue and, later, Brighton trains that continued to Midtown Manhattan via the Broadway Line. The south tracks carried Sea Beach trains that terminated at Chambers Street, initially the only stop on the Manhattan side of the bridge. The Nassau Street Loop opened on May 29, 1931, extending the Nassau Street Line southward to the Montague Street Tunnel with two stations at Fulton Street and Broad Street. Service on that side decreased afterward. The only trains that normally crossed it were The Bankers’ Special, which ran from either the Sea Beach and/or Fourth Avenue Line, crossed the Manhattan Bridge or Montague Street Tunnel into Manhattan, and then returned to Brooklyn via the opposite crossing.
Since the tracks are on the outer part of the bridge, passing trains caused the structure to tilt and sway. The wobble worsened as train cars became longer and heavier. Eventually, when one train moved over the bridge one side would be three feet lower than the other side, severely damaging the structure. In 1956, a repair program was begun at a cost of $30 million. Trains still crossed the bridge, but many times one of the tracks had to be closed with both routes using a single-track, which further restricted the number and size of the trains crossing. Concurrent with the completion of the Chrystie Street Connection (opened November 26, 1967) to connect to the north tracks, the south tracks were rerouted to the Broadway Line, while the Nassau Line was disconnected from the bridge. The connection and its related projects added express service on the IND Sixth Avenue Line. The Sixth Avenue and trains were routed via the north side of the bridge, while the and routes were moved to the south side of the bridge for service to Broadway. At the time, the B train continued to Brooklyn using the BMT West End Line, while the D and Q trains used the Brighton Line and the N used the BMT Sea Beach Line.
Even after the 1956 repairs, the New York City Department of Transportation failed to maintain the bridge properly, and a major repair program began in the 1980s (see also ). Changes to subway service patterns started in 1983. Because of the large scope of these repairs, there was limited train access to the bridge, reducing the number of trains that could cross the span. The north tracks, which had been more heavily used, were closed first in April 1986. This split B and D service into two sections: trains from the Bronx and upper Manhattan terminated at 34th Street–Herald Square station, thus suspending express service on Sixth Avenue, while trains from Brooklyn were rerouted to the BMT Broadway Line express via the south side of the bridge. The N was rerouted via the Montague Street Tunnel.
The north tracks were reopened and the south tracks were closed simultaneously in December 1988, merging the B and D services, rerouting the Q train to Sixth Avenue in Manhattan. Broadway Line express service was suspended while Sixth Avenue express service was restored. After an 18-month delay for procuring contracts, the New York City Transit Authority and politicians pressured the DOT to resume N train service on the bridge's south side on September 30, 1990, despite warnings from engineers that the structure was unsafe and major repairs still had to be made. On December 27, state inspectors forced south side service to be rerouted via the tunnel again after discovery of corroded support beams and missing steel plates. The city's deputy commissioner for bridges and his administrative assistant were fired after this incident. Following the controversial decision to do so, the New York City Council's Transportation committee held an inquiry into the decision to restore subway service on the Manhattan Bridge's south side, as well as an inquiry into the safety of all New York City bridges. They found that the Transportation Department and Transit Authority's lack of cooperative inspection were a major contributor for the deteriorating conditions.
A projection for a reopening date was initially made for 1995. That year, the north side was closed during off-peak hours for six months, rerouting the Q to Broadway and cutting D service from Brooklyn and B service from Manhattan. The south side finally reopened on July 22, 2001, whereby the north side was again closed, returning the Q to the express tracks on the Broadway Line; introducing the new train to run on the West End Line; and cutting B and D service from Brooklyn. The south side was closed on weekends from April to November 2003, and the Q was rerouted via the Montague Street Tunnel. On February 22, 2004, the north side reopened, and all four tracks were in service simultaneously for the first time in 18 years. B and D trains returned to Brooklyn, but switched routes in that borough (the B on the Brighton Line and D on the Fourth Avenue and West End Lines). Additionally, daytime N trains once again used the bridge for travel and the W train service in Brooklyn was discontinued.
Between August 2, 2013, and September 14, 2014, weekend R trains and late-night N trains also used the south tracks due to the Montague Street Tunnel being closed for Hurricane Sandy-related repairs.
Tracks used
1967–1986
1986–1988: North tracks closed
1988–2001: South tracks closed
2001–2004: North tracks closed
2013–2014: Montague Street Tunnel closed
2004–2013 and 2014–Present
Exits and entrances
Access to the Manhattan Bridge is provided by a series of ramps on both the Manhattan and Brooklyn sides of the river.
Proposed I-478 designation
In 1958, the I-478 route number was proposed for the Lower Manhattan Expressway branch along the Manhattan Bridge. This highway would have run between I-78 (which would have split to another branch that used the Williamsburg Bridge) and I-278. The Lower Manhattan Expressway project was canceled in March 1971, so the spur neither qualified to be part of the Interstate Highway System nor connected to any existing highways (though ramps directly from I-278 (Brooklyn-Queens Expressway) are accessible on the Brooklyn side). A fragment of the never-built expressway's onramp still exists above the Manhattan side of the bridge's center roadway.
Gallery
See also
List of bridges and tunnels in New York City
List of New York City Designated Landmarks in Manhattan below 14th Street
National Register of Historic Places listings in Brooklyn
National Register of Historic Places listings in Manhattan below 14th Street
References
Citations
Sources
External links
Manhattan Bridge at New York City DOT
Manhattan Bridge at NYCsubway.org
Bike paths in New York City
Bridges completed in 1909
Bridges in Brooklyn
Bridges in Manhattan
Bridges on the National Register of Historic Places in New York City
Bridges over the East River
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384808
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https://en.wikipedia.org/wiki/Michael%20Flatley
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Michael Flatley
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Michael Ryan Flatley (born July 16, 1958) is an Irish-American dancer and musician. He became known for creating and performing in Irish dance shows Riverdance, Lord of the Dance, Feet of Flames, Celtic Tiger Live and Michael Flatley's Christmas Dance Spectacular. Flatley's shows have played to more than 60 million people in 60 countries and have grossed more than $1 billion. His career also includes work as an actor, writer, director, producer, and philanthropist.
Flatley is credited with reinventing traditional Irish dance by incorporating new rhythms, syncopation, and upper body movements, which were previously absent from the dance, as well as including influences from tap and contemporary dance. He formerly held the Guinness World Record for tap dancing 35 times per second and his feet were at one time insured for $57.6 million. Flatley retired from dance in 2016 due to constant spinal, knee, foot, and rib pain but remains active in the music business.
Early life
Michael Ryan Flatley was born on July 16, 1958, the second of five children born to Irish parents Michael James Flatley and Elisabeth "Eilish" Flatley (née Ryan), both of whom had emigrated to the United States in 1947. Michael was a plumber from County Sligo, and Eilish was a gifted step dancer from County Carlow whose mother, Hannah Ryan, was a champion dancer. Michael and Eilish met at an Irish dance in Detroit, and were married in that city on August 25, 1956. They eventually had five children: Anne-Marie, Michael, Eliza, Thomasina, and Patrick. When Michael was two months old, the family moved from Detroit to Chicago's South Side.
In Chicago, Flatley began dance lessons at age eleven with Dennis G. Dennehy at the Dennehy School of Irish Dance. He attended Brother Rice High School, an all-boys Catholic private school. In 1975, at age 17, Flatley was the first American to win a World Irish Dance title at Oireachtas Rince na Cruinne, the Irish dancing championships. In 1975 and 1976, Flatley won twice in the All-Ireland Fleadh Cheoil concert flute competitions.
In the 1970s, Flatley competed in the amateur boxing Chicago Golden Gloves tournament in the 126 pound novice division and won the middleweight division of the Chicago Golden Gloves Boxing Championship. He recorded five knock-out victories. Flatley stated that he continued to flirt with the idea of becoming a professional into the early 1980s, but ultimately stayed with a career in dance. In this early stage of his career he was described as "the white Michael Jackson" by The Hollywood Reporter, the "Rudolph Nureyev of Irish dance" by the Los Angeles Herald-Examiner, and the Washington Post compared his feet to "the hands of Vladimir Horowitz in power and agility". He later became a philanthropic donor to the Golden Gloves organization. In 2023 Flatley was one of four fighters to be named a Titan of Chicago Golden Gloves Boxing during their 100th Anniversary celebrations.
Career
Early career
After graduating high school, Flatley worked in various fields. From 1978 to 1979, Flatley toured with Green Fields of America. In the 1980s, he toured with The Chieftains, though he was turned down when he requested to become a full-time member of the band.
Riverdance
After attracting the attention of Ireland's president, Mary Robinson, and dance-show producers, Flatley was invited to help create an intermission show for the 1994 Eurovision Song Contest. He performed in a 7-minute show titled "Riverdance" for the interval act of the contest, which was held in Ireland. After receiving worldwide acclaim, Flatley pushed to turn the show into a full-length production, which became Riverdance. The show was produced by Moya Doherty, with principal choreography and lead performances by Flatley and Jean Butler. It debuted in February of 1995 at the Point Theatre (now 3Arena) in Dublin.
In September 1995, after the show sold out, Flatley left Riverdance to pursue what would eventually become Lord of the Dance. Flatley had been in a dispute with the Riverdance producers over his salary and royalty fees. He was fired the night before the show was set to begin its second run in London and replaced with Colin Dunne. He also reportedly did not work well with Butler, though on the split, Flatley said, "I just wanted control over the work that I had created myself. That's all. I don't think that that's too much to ask. I felt like I built it and they took it, and that's the end of it... and it hurt."
Lord of the Dance and Feet of Flames
Immediately after the Riverdance split, Flatley decided to create his own show, Lord of the Dance, which was capable of playing in arenas and stadiums aside from traditional theaters. It premiered in June 1996 at the Point Theatre in Dublin, the same venue where Riverdance premiered, then made its U.K. premiere at the London Coliseum. The music for the show was composed by Ronan Hardiman. In 1997, Flatley earned £36 million, ranking him 25th among the world's highest earning entertainers.
In 1998, Flatley created an expanded version of the show called Feet of Flames which served as its one-off performance and his final performance in Lord of the Dance. It was performed outdoors in the Rotten Row/Route of Kings area of Hyde Park, London on a gigantic 4-tier hydraulic stage, with a live band, and over 100 dancers performing on all four levels of the stage during the finale. Ronan Hardiman's music from the original Lord of the Dance was used again along with new compositions, also by Hardiman himself. The show featured six new numbers; one of which is Flatley's solo.
Following the success of the 1998 Hyde Park show, Flatley produced another version of Feet of Flames in 1999, which included half of the original show and half new material. Titled Feet of Flames: The Victory World Tour, the show was performed also on a multi-level stage and toured Europe in 2000 and the U.S. in 2001.
Celtic Tiger
Flatley's next show, Celtic Tiger Live, opened in July 2005. The show explores the history of the Irish people and Irish emigration to the U.S., fusing a wide range of dance styles, including jazz. The show also includes popular elements from his previous shows, such as Flatley's flute solos and the line of dancers in the finale.
Flatley wrote "I will be a dancer until the day I die" in the program book of the show.
On November 15, 2006, prior to the autumn and winter tours of the show, Flatley was admitted to a private London hospital with a viral infection. He was discharged two weeks later and cancelled the said tour.
Television performances (2007–2009)
In November 2007, Flatley and a troupe of male dancers performed on Dancing with the Stars in the U.S. In October 2008, he appeared as a guest judge on an episode of the show, filling in for Len Goodman. He performed the solo "Capone" from Celtic Tiger on the show. Flatley was also the host of Superstars of Dance, an NBC series that ran for 5 episodes in early 2009. He also performed on The Late Show with Stephen Colbert, during the 1997 Academy Awards ceremony, and was interviewed on Piers Morgan's Life Stories in 2011.
Return to the stage (2009–2010)
In December 2009, Flatley returned to the stage for a limited run of the "Hyde Park" version of Feet of Flames in Taiwan. The run of shows had to be extended to meet the demand for tickets.
In 2010, he returned to headline the Lord of the Dance show, with performances in arenas in the United Kingdom, Ireland, Germany, Switzerland, and Austria. However, unlike the original show, the stage for the 2010 Return Tour was redesigned; it featured new sets, new costumes, state-of-the-art lighting, newer pyrotechnics, and projections.
Lord of the Dance 3D, the 3D film of the return tour, debuted in theaters worldwide in 2011. The 3D film was later released on DVD and Blu-ray under the title, Michael Flatley Returns as Lord of the Dance, and shows performances from the O2 Arenas of London, Dublin, and Berlin.
Flute album (2011)
In 2011, Flatley released On A Different Note, a flute album. The 25 tracks include airs and tunes he has played in his shows, other traditional tunes, and new compositions.
A Night to Remember, Dangerous Games
On May 18, 2014, Flatley recorded a one-off 60 minute ITV Music Specials episode titled Michael Flatley: A Night to Remember celebrating his long career. The show aired on June 1, 2014, and was presented by Christine Bleakley.
Also in the same year, Flatley created a revised spin-off of Lord of the Dance, entitled Lord of the Dance: Dangerous Games, which featured a similar storyline with new numbers, as well as new music by Gerard Fahy, who previously served as a bandleader and musical director in Flatley's shows.
Injuries, farewell tour, and retirement
In May 2015, Flatley revealed that much of his vertebral column was irreparably damaged and that he had a damaged left knee, a torn right calf/triceps surae muscle, two ruptured Achilles tendons, a fractured rib, and a recurring broken bone in his foot. That year, a caricature of him was hung in the Sardi's restaurant on Broadway.
In November 2015, Flatley's show Lord of the Dance: Dangerous Games premiered at the Lyric Theatre, a Broadway theatre. Due to his injuries, Flatley was only able to perform in the final two numbers of the performance. After shows in New York, Flatley went on a final tour in the United States. What was then thought to be Flatley's last show was in Las Vegas on St. Patrick's Day 2016.
Later work
In January 2017, Flatley introduced his troupe for a performance at the inauguration of Donald Trump, to which he called it "a great honour". In 2021 he was involved with the World Irish Dancing Championships, a competition that he won in 1975 - becoming the first American to do so - to launch a new competition for freestyle dance. The competition attracted in excess of 2500 entrants.
Filmmaking
In 2018, Flatley wrote, directed, financed and starred in Blackbird, a spy film set in Barbados, Ireland and the UK. The film co-stars Patrick Bergin and Eric Roberts. Blackbird was scheduled to receive its world premiere in a private showing at the Raindance Film Festival in London, where Flatley was also a member of the Festival Jury. As of November 2018 pre-production work had already begun on Flatley's second film, titled Dreamdance, set in Hollywood at the outbreak of World War II. Blackbird premiered August 2022 in the Light House Cinema in Dublin. It received a one star review from Peter Bradshaw in The Guardian, and was described by Mark Kermode as “one of the worst films I’ve ever seen”.
Painting
Starting in the early 2010s, Flatley has used his choreographer dance moves to create artwork with his feet, by dancing upon paint splattered canvas. A series of paintings he created in the mid-2010s was based upon the Great Irish Famine. As of 2015, Flatley was second only to Jack Butler Yeats in terms of the auction price of paintings by Irish painters.
Business career
Around this time he also founded the food and beverage company Castlehyde, named for his residential estate. His net worth was reportedly €301 million in 2019.
Awards and achievements
In 1988, Flatley received a National Heritage Fellowship, the highest folk-related honor awarded by the National Endowment for the Arts.
In December 2001, Flatley became the first recipient of the Irish Dancing Commission Fellowship award (an honorary degree in Irish dance) and was also made a Fellow of the American Irish Dance Teachers' Association. In 2003 Flatley received a special award from Prince Rainier of Monaco for his charity work, and in March 2003 Irish America magazine named Flatley Irish American of the Year. In 2004, Flatley received an honorary doctorate degree from University College Dublin, and that same year received the prestigious Ellis Island Medal of Honor in New York. In 2016 he received an honorary degree from the University of Limerick.
In 2007, the Freedom of the City of Cork was conferred on Flatley at a ceremony in Cork's City Hall. In 2008, he was conferred with the Freedom of the Borough of Sligo at a ceremony in Sligo City Hall. Also in 2008, The Variety Club of Ireland presented Flatley with their Entertainer of the Decade Award.
In 2011, he was inducted into Irish America magazine's Irish America Hall of Fame.
On October 24, 2013, Flatley received the Lifetime Achievement Award at The Irish Post Awards on Park Lane. In 2015, a section of 42nd Street and Broadway in New York City was name "Flatley Way" for the artist. The honour corresponded with his opening of his show Lord of the Dance: Dangerous Games at the nearby Lyric Theatre. He received the Freedom of the City of London honour from London, UK, which names a number of specific actions those who receive the honor can take that others cannot—such as the ability to "drive a herd of sheep over London Bridge".
Arms
Personal life
Marriages and family
Flatley met Beata Dziaba in London's Royal Albert Hall. The couple married in 1986 in a Danish registry office; they divorced in 1997 after his multiple affairs with other women.
In June 2006, Flatley began dating Niamh O'Brien, a longtime dancer from several of his shows. According to Canon Law, his first marriage as a Catholic in a civil wedding was not recognized by the Church, so the 48 year old Flatley and Niamh, 32, were able to have a Roman Catholic ceremony. On October 14, 2006 the couple married at the heritage landmark St. Patrick's Church in Fermoy, County Cork, with a lavish reception hosted in Flatley's historic Castlehyde House, also located in Cork, Ireland.
He and his wife have a son, Michael St. James, born in 2007. They divide their time between a home in Monte Carlo and Castlehyde House in Ireland.
Health
In 2003, Flatley was treated for a malignant melanoma. Flatley later stated, "It was purely by chance that it was noticed [...] I had never even noticed it... it can be a frightening place to be." On January 11, 2023, a spokesperson for Flatley announced that he had undergone surgery after diagnosis of an aggressive form of cancer. The statement read, "Dear friends, we have something personal to share, Michael Flatley has been diagnosed with an aggressive form of cancer. He has undergone surgery and is in the care of an excellent team of doctors. No further comments will be made at this time. We ask only for your prayers and well wishes." Flatley later commented to The Times that "Cancer battle is tough but I don’t give in easily."
Properties
In 2001, Flatley purchased Castlehyde House, originally owned by Douglas Hyde, the first president of Ireland, near Fermoy in north-east Cork, then in a derelict condition, for €3 million. Flatley spent €27 million renovating the mansion and another €20 million furnishing it with artwork and antiques. In 2015, Flatley purchased a mansion in Belgravia, just off Eaton Square, for €28 million and listed Castlehyde for sale for €20 million.
In addition to Castlehyde and his London mansion, Flatley owns valuable properties in the Caribbean, New York, Beverly Hills, France, Italy and Villefranche-sur-Mer. He has invested a significant portion of his wealth in Berkshire Hathaway.
Other
In 2003, courts ruled that Flatley was extorted and defamed by real estate agent Tyna Marie Robertson, who falsely accused Flatley of sexual assault Robertson was ordered to pay $11 million compensation.
In 2006, Flatley released Lord of the Dance: My Story, his autobiography.
In 2010, Flatley dedicated the Garden of Memory and Music in Culfadda, County Sligo, the village his father left to seek a new life in America. The ceremony included a speech and an impromptu performance of one of his father's favorite tunes.
Fundraising
Flatley has raised over €1 million for his charitable foundation by selling paintings made using his feet. He has hosted annual Christmas fundraisers for vulnerable children at his estate. In 2010, Flatley participated in the fundraising JP McManus Pro-Am in Adare, County Limerick, Ireland. In 2020 he created the "Flatley'sTapForTen challenge" in order to raise money for people found homeless due to the COVID-19 pandemic, benefiting the charities Depaul in Ireland and Centrepoint in the UK. He is also a supporter of the Irish Fund for Great Britain that provides social support for Irish citizens living in the UK.
He has also spent time as an advocate for cancer research. In 2021, Flatley was named an Ambassador of Culture for Co Saolfada, a cancer research advocacy program. Flatley himself was diagnosed with malignant melanoma in 2003 and has since recovered. Flatley has also advocated an anti-war sentiment - in 2003 he performed the anti-war piece Warlord before an audience of national leaders meeting in St. Petersburgh. In 2022 he began fundraising for the humanitarian effort during the Russian invasion of Ukraine, providing revenue from his company's dance performances to the cause.
In popular culture
Flatley has been parodied in several US television series, including Friends, where Chandler Bing expresses his fear of Flatley due to the fact his "legs flail about as if independent from his body". He also appeared in a 2005 episode of The Simpsons, entitled "The Father, the Son, and the Holy Guest Star", in which Marge Simpson dreams of a group of Flatley look-alikes welcoming her into Catholic heaven, and in 3rd Rock from the Sun, a 90s sitcom with Jane Curtin and John Lithgow.
See also
List of dancers
References
External links
Riverdance website
Lord of the Dance website
Michael Flatley's Greatest Moments website
1958 births
American choreographers
American male dancers
American people of Irish descent
American tap dancers
Living people
Musicians from Chicago
National Heritage Fellowship winners
Performers of Irish dance
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https://en.wikipedia.org/wiki/St%20Mary-le-Bow
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St Mary-le-Bow
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The Church of St Mary-le-Bow () is a Church of England parish church in the City of London, England. Located on Cheapside, one of the city's oldest thoroughfares, the church was founded in 1080, by Lanfranc, Archbishop of Canterbury. Rebuilt several times over the ensuing centuries, the present church is the work of Sir Christopher Wren, following the Great Fire of London (1666). With its tall spire, it is still a landmark in the City of London, being the third highest of any Wren church, surpassed only by nearby St Paul's Cathedral and St Bride's, Fleet Street. At a cost of over £15,000, it was also his second most expensive, again only surpassed by St Paul's Cathedral.
St Mary-le-Bow is widely known for its bells, which also feature in the nursery rhyme 'Oranges and Lemons'. According to legend, Dick Whittington heard the bells calling him back to the city in 1392, leading him to become Lord Mayor. Traditionally, anyone born within earshot of the bells was considered to be a true Londoner, or Cockney.
The church suffered severe damage by the Luftwaffe in the Second World War as part of the Blitz, like many churches in London. The interior was reduced to a shell and though the tower survived, fire damage made the bells crash to the floor. The church was sympathetically restored to its pre-war condition by Laurence King from 1956 to 1964. The church was awarded Grade I listed status, the highest possible rating, on the National Heritage List for England, whilst still a shell in 1950.
History
Foundation
Though archaeological excavations suggest an earlier Saxon building may have stood on the site prior to the Norman Conquest, the first confirmed church dedicated to St Mary on Cheapside was built by Lanfranc, Archbishop of Canterbury, in 1080. Lanfranc, who was William the Conqueror's archbishop brought over from Normandy, founded the church as part of the Norman policy of dominating London. Three major buildings were constructed as part of this policy; St Paul's Cathedral, the Tower of London, and a church on Cheapside.
The church at Cheapside was dedicated to St Mary and was constructed from Caen stone from Normandy, the same stone used in the Tower of London. The architect for the Tower of London was Gundulf, Bishop of Rochester, who may have also designed the first St Mary-le-Bow. This early church was built on two levels, with a lower undercroft partially below street level and the upper church, built above it. The lower church was constructed first and featured round stone arches, which were a novelty at the time. This led to the church being known as Sancta Maria de Arcubus (St Mary of the Arches), a name which eventually became St Mary-le-Bow, bow being an old name for arches.
11th and 12th centuries
The church was nearing completion in 1091 when it was destroyed by a violent tornado, amongst the most powerful ever to strike England. Roof rafters measuring long were thrown up in the air and forced into the ground with such force that only their tips remained visible. The lower church survived, but the upper church was damaged beyond repair. The church was rebuilt, possibly in facsimile, but was destroyed again just a hundred years later, in a fire in 1196. The fire was caused by fugitive William Fitz Osbert hiding in the church tower, and to coax him out, supporters of the Archbishop of Canterbury set fire to the church. Osbert was fatally stabbed as he fled.
Late medieval period
The church was rebuilt again in the early 13th century following the 1196 fire, becoming a peculiar of the Archbishops of Canterbury and their London headquarters. It became home to the Court of Arches, to which the church gave its name. The Court of Arches, which still has its home at St Mary-le-Bow today, was the ecclesiastical court of appeal for the Province of Canterbury, founded in 1251. This allegiance to Canterbury made it the second most important church in London, after St Paul's Cathedral.
The tower partially collapsed in its south west corner in 1271, killing at least one civilian in Cheapside below, Laurence Ducket. The tower was not immediately repaired and was kept in use. From 1363 onwards, the tower's principal use was the housing of the city's curfew bell, rung at 9 pm every evening and being able to be heard as far away as Hackney Marshes.
Work to repair the tower was slow, with construction noted to take place in 1448, 1459 and 1479. The tower was finally completed in 1512, supporting a spectacular series of stone lanterns; four around the corners of the tower and one suspended in the centre by arches. These lanterns were designed to light the streets below.
Destruction during the Great Fire of London (1666)
Soon after midnight on Sunday, 2 September 1666, a fire started in Thomas Farriner's bakery on Pudding Lane, to the southeast of St. Mary-le-Bow. During the course of the night, the easterly wind spread the fire through the city, consuming 300 houses in the first night alone. The fire continued to grow, becoming a firestorm on Monday and sweeping west towards St Paul's Cathedral.
St Mary-le-Bow was one of over fifty churches to catch fire during the firestorm, which was only extinguished on the Thursday. The church was nearly completely destroyed, except for the tower, which survived albeit with fire damage. Attempts were made to repair the tower, but they all ultimately failed: the tower was structurally compromised from the fire and was no longer strong enough to support the ringing of bells.
Wren rebuilding
Following Christopher Wren's appointment as the King's Surveyor of Works in 1669, Wren's office was contracted to rebuild the fifty one churches of the city consumed by the fire. The Rebuilding of London Act of 1670 provided the funds for this, as it included raising the tax on coal. Other than St Paul's Cathedral, St Mary-le-Bow was considered the most important church in the city, and thus, according to a document dated to 13 June 1670, at the head of the list to be rebuilt. The mason's contract for the rebuilding of St Mary-le-Bow was signed just under two months later, on 2 August.
Wren's initial designs were for a simple three bay structure and short tower, the latter topped by a simple cupola. This was revised in the same year with a much taller tower and more intricate spire. The body of the church, inspired by the Basilica of Maxentius in Rome, was completed by 1673. The tower, however, would take a further seven years to finish, being finally completed in 1680. The total cost of the rebuilding was £15,421 (equivalent to more than £2.3 million in 2021), the second most expensive of any of Wren's churches, only surpassed by St Paul's. The tower was rebuilt in Portland stone, the rest of the church in brick. The tower became such a landmark that it was known as the "Cheapside pillar".
During the rebuilding, Wren moved the position of the tower to sit directly on Cheapside, whereas the Norman and Tudor towers had sat back from the road. Whilst building the foundations for the tower, Wren came across an old Roman causeway below ground level and deep, which provided a solid foundation. Wren also discovered the 11th century undercroft below the ruins, but he was uninterested, believing it to be Roman. He only provided a trapdoor and ladder into the undercroft, which became the crypt for the church above it.
18th – 20th centuries
In 1820, the upper part of the spire was rebuilt and repaired by architect George Gwilt. In 1850, the church finally ceased to be a 'peculiar', coming under the jurisdiction of the Diocese of London, ending a practice started six hundred years earlier. The church continued, however, to be the home of the Court of Arches. Further alterations took place in the late 19th century, with the removal of galleries in 1867 and additional modifications from 1878-1879.
In 1914, a stone from the crypt of the church was placed in Trinity Church, New York, to mark the fact that William III granted the vestry of Trinity Church the same privileges as St Mary-le-Bow vestry.
Second World War
Beginning in 1940, the Luftwaffe began bombarding British cities from the air, a campaign known as the Blitz; London was struck especially heavily. Throughout most of the campaign, St Mary-le-Bow suffered only minor damage. However, on the final night of the Blitz, 10–11 May 1941, the church took several direct hits. A major fire started, destroying most of the building except the outer walls and the tower. The tower was not directly hit, but the fires from the church interior spread, burning out the tower floors and causing its bells to crash to the floor. The use of Portland stone in the tower, rather than the brick used in the body of the church, contributed to its survival.
From 1956 to 1964, the church was sympathetically rebuilt and restored by Laurence King to Wren's designs, at a cost of £63,000. The tower survived, mostly as Wren left it, but part of it required rebuilding due to fire damage weakening the walls. The church was reconsecrated in 1964, achieving Grade I listed status whilst still a ruin in 1950.
Architecture
Plan
The church building has a rectangular plan, with the tower situated on the northwest corner, separated from the main body of the church by a vestibule. The design of the church is such that the chancel occupies the eastern end of the nave, both with north and south aisles, which are noted to be extremely narrow. A vestry adjoins the vestibule to the north of the north aisle.
Unusually, due to the addition of the vestibule separating the tower and nave, the building has a greater length north to south than east to west; measuring from east to west but from the north wall of the tower to the south wall of the nave. The total area of the church building is , which according to the Church of England, makes it a "large" sized church building.
Exterior
The exterior of St Mary-le-Bow is mostly constructed from red brick with dressings of Portland stone, with the exception of the tower, which is built entirely from Portland stone. The three principle facades of the building (south, north and east) have gabled walls and pedimented centres, complete with triplets of round-headed windows. The most prominent aspect of the exterior is Wren's imposing tower, measuring square externally and with a height of 221 feet 9 inches (67.6 m), it is the third highest of any Wren church.
The tower, constructed of Portland stone, is formed of four stages surmounted by an elaborate stone spire. The lowest stage has doorways in the north and west faces of the tower, set in substantial stone recess with added rustication. The recess has a round head and is flanked by Doric order columns, which support a moulded entablature above. The doorways inside these recesses are set between Tuscan order columns which support a Doric frieze. The second and third stages of the tower are more simple in construction, with two large square windows to the second stage, and a single round-headed window to the third. The fourth stage, housing the bell chamber, has a large round-headed opening in each wall, divided into three sections by thin mullions and filled with louvre boards. Framing the bell openings are pairs of Ionic order pilasters supporting an entablature, above which is the parapet. The parapet comprises an open balustrade between four corner pinnacles, formed of four ogee scrolls topped with small stone vases.
The spire above the tower is also formed of four stages. The lowest stage is a circular drum-shaped structure surrounded by twelve columns which have carved acanthus capitals. These twelve columns support a cornice with modillion decoration. Above the cornice is a second open balustrade, similar in design to that on the top of the tower. The second stage is formed of twelve curved flying buttresses which support a circular-shaped moulded cornice. The third stage stands on the base of the cornice, and is square in plan, with granite columns on the corners. These columns support the fourth and final stage of the spire, which takes the form of a tall, square, tapering pinnacle, surmounted by a ball and weathervane, the latter taking the shape of a winged dragon.
Interior
Only three bays make up the nave of the church, which is divided into small aisles by large round-headed arches. These arches are supported by compound piers with attached demi-columns that feature shorter pilasters for the openings and Corinthian capitals for the nave and aisles. The tunnel vault above the nave is covered in ornamental panelling that is painted blue and white and is penetrated by the clerestory windows.
The church windows are among the structure's most prominent elements following its 1964 restoration. They, along with the other furniture, vestments, etc., were created by John Hayward. All three of the east windows have rounded arches, although the central window is taller and wider than its neighbours, who have small round windows above them.
Linking the church and tower is a vestibule, featuring a tall groin-vaulted stone ceiling. The top of the vault is pierced by a removable circular trapdoor, opened to allow the bells to be lowered or raised from the tower.
Beneath the church, built on almost the same floorplan, is the 11th century crypt. The crypt, originally built as the undercroft for the church destroyed in the tornado in 1091, is three bays in length and features Norman-era round arches, some of which contain Roman bricks, and a groined vault. The crypt is now in use as the "Cafe Below".
Music
Organ
The earliest record of an organ at the church dates to 1802 when Hugh Russell of London built a small instrument formed of 13 stops and 2 manuals. This organ, like its successors, was situated on a gallery above the west doors. This organ lasted until 1867, when George Maydwell Holdich, also of London, rebuilt and enlarged the organ. He added a third manual, a pedalboard and 11 additional stops to make a total of 24.
In 1880, the organ was purchased by Walker & Sons at a cost of £255 and transferred to the Methodist Church at Thornton, Leicestershire. Walker & Sons constructed a new instrument for St Mary-le-Bow in the same year, at a cost of £1,108. This new instrument was much larger, formed of 33 stops and 3 manuals plus a pedalboard and was situated in the sanctuary at the eastern end of the church. This organ lasted unaltered until the Blitz, when following the first strike to hit the church, which only caused minor damage, it was removed for safekeeping by Rushworth and Draper.
Following the restoration of the church from 1956, the organ was remodelled in 1964. The organ was reduced in size by almost half, only 18 of the original 33 stops were reinstated and a new case designed and installed above the west door. This organ was considered by many to be a rather poor imitation of its pre-war condition but funds did not permit its replacement for 40 years.
In 2004, a project to replace the organ was launched by the church, with Kenneth Ticknell & Co chosen as builders. The project, which cost £380,000, was funded by corporate and personal donors. In January 2010, the old organ was removed, though the 1964 case, based on work by the Alsace Silbermann family, was kept. The organ was completed in August 2010 and the first recital was given by Thomas Trotter on 29 September. The new organ, which reuses the old case, has 34 stops and two manuals plus pedalboard.
The church also has a small chamber organ, formed of 1 manual and with 5 stops, made by an unknown builder. It is situated in the south nave aisle.
Bells
History
Early bells
The bells at St Mary-le-Bow are often considered to be the most famous peal in the world. According to legend, Richard (Dick) Whittington heard the bells in 1392 when he left the city, calling him back and leading him to become Lord Mayor. The earliest written record of bells at the church is in 1469, when the Common Council orders a curfew bell should be rung at St Mary-le-Bow at 9.00 each evening. In 1515, William Copland, one of Henry VIII's merchants, gave money for a "great bell" to be installed, with directions it should be rung to announce the curfew. With Copland's gift, the tower then contained five bells.
In the 1552 survey of church goods ordered by Edward VI, the tower is recorded as containing five bells with two additional "sanctus" bells. These five bells would later be augmented, when in 1635, six are recorded. In 1666, during the Great Fire of London, the bells and tower, along with the church, were damaged beyond repair.
Following the Great Fire and Wren's rebuilding of the church, the tenor bell of a proposed ring of eight was cast by Christopher Hodson of St Mary Cray in 1669, placed in a temporary structure in the churchyard until the tower was completed. The bell weighed approximately 52 long cwt (2,600 kg). In 1677, Hodson cast the remaining seven and hung all eight bells in the newly completed tower in a new oak frame.
18th and 19th centuries
No further work would take place to the bells until 1738 when the tenor bell was recast by Richard Phelps and Thomas Lester; Phelps had previously cast the hour bell at St Paul's Cathedral, called Great Tom, which still survives today. In 1762, Lester & Pack recast and rehung the other seven bells and added two more, to make a ring of ten, keeping the Hodson frame. The bells were rehung again in 1835 by Thomas Mears of Whitechapel and then a third time by Mears & Stainbank in 1863.
In 1881, Mears & Stainbank cast two new bells to augment the ring to twelve, rehanging the 3rd and 4th bells concurrently. This gave London its 5th ring of twelve, following St Bride's, Fleet Street; St Michael Cornhill; St Paul's Cathedral; and St Giles Cripplegate. In 1902, the bells needed rehanging again, with work taking place to the heaviest three bells by Gillett & Johnston of Croydon. This was evidently not successful, for the bells needed rehanging just 5 years later, the work given to Mears & Stainbank of Whitechapel again.
Selfridge's ring
In January 1927, following the deterioration of the fittings and the condition of the tower, the bells were declared unringable in a report first published by The Times. Over the ensuing six years, much work was done to the tower and the church to restore it, but the bells remained unringable, to much public outcry. Finally, in 1933, Harry Gordon Selfridge offered to defray the cost of restoring the bells, an offer which was accepted by the church, who gave the contract to Gillett & Johnston, who Selfridge had worked with a few years previously on bells for his Oxford Street store.
The announcement that Gillett & Johnston intended to recast the tenor, which was believed to be cracked, caused so many objections that a meeting of the Province of Canterbury's ecclesiastical court was called; the decision of the court was eventually that the tenor should be recast. Gillett & Johnston found upon removing the bells to their works in Croydon that four more of the bells (6, 7, 8 and 10) were cracked, in addition to the tenor. All five cracked bells were recast in addition to the three lightest bells, leaving only the 4th, 5th, 9th and 11th from the previous ring to be retained; these four bells were retuned. The bells were rehung in their original frame with new cast iron headstocks, ball bearings and wrought iron clappers. The frame was substantially strengthened with a massive concrete and steel grillage weighing 3.5 long tonnes (3,556 kg). The bells were rededicated by the Archbishop of Canterbury on July 7, 1933.
Shortly after their installation, the BBC World Service recorded the bells for use as a time signal, which brought the attention of the bells to a global audience; the recording survives today. On the night of 10 May 1941, the church was struck by several incendiary bombs. Though the tower was spared a direct hit, the flames from the body of the church were fanned into the tower, which acted like a furnace, destroying all of the internal floors and the frame, causing the bells to crash over to the ground, irrevocably damaging them.
Post-war restoration
The damaged bells were removed shortly after their destruction to Mears & Stainbank's foundry in Whitechapel, but they remained in storage for more than 10 years. In 1956, as the restoration of the church began, attention turned to the restoration of the tower and the recasting of the bells. Much of the cost of restoring the tower and bells was met by the Bernard Sunley Charitable Foundation and Trinity Church, Wall Street, New York City. A new ring of twelve was cast by Mears & Stainbank in 1956, partially reusing metal salvaged from the 1933 ring. However, due to the condition of the tower, which required repairs, the bells were not hung until late 1961.
The bells were dedicated in the presence of Prince Philip, Duke of Edinburgh by Robert Stopford, Bishop of London, on 21 December 1961. The tenor was tolled by Prince Philip at the beginning of the service. The bells were hung in a new frame, made of Javanese Jang (Dipterocarpus terminatus). Since then, the bells have been frequently rung, both by members of the Ancient Society of College Youths who reside in or near the city, and by visiting bands of ringers, who come from across the world to ring the bells.
All the bells are named and each bell has an inscription from Psalms, the first letter of each forming the acrostic 'D. Whittington'. The largest bell weighs 41 long cwt 3 qrs 21 lb (4,697 lb or 2,131 kg), the third heaviest tenor bell in London after St Paul's and Southwark Cathedral.
Specification
In popular culture
The bells, often considered amongst the most famous in the world, have typically been used to define whether or not one is a true Londoner or Cockney; anyone born within their earshot is considered such. With the urbanisation of the City of London in the 20th and 21st centuries, the increasing population, noise pollution and the soundproofing measures installed in the belfry, the range of the Bow bells is significantly smaller than at its peak.
In 1851, the bells could be heard across north and east London, as far as Hackney Marshes, Stratford and Limehouse, with reports they could also be heard south of the Thames in Southwark. An acoustic study taken in 2012 shows this range has shrunk substantially, now confined to the eastern parts of the Square Mile and Shoreditch. With no maternity hospitals within this range and only limited residential properties, arguably the modern chance of the birth of a 'true' cockney is now very low.
The bells of Bow are also featured in the nursery rhyme 'Oranges and Lemons': "I do not know, says the Great Bell of Bow".
Ordinarily, distances by road from London are now measured from Charing Cross but, before the late 18th century, they were measured from the London Stone in Cannon Street, or the Standard in Cornhill. However, on the road from London to Lewes, the mileage is taken from the church door of St Mary-le-Bow. To note the reference point used, mileposts along the way are marked with the rebus in cast-iron of a bow and four bells.
Services
St Mary-le-Bow ministers to the financial industry and livery companies of the City of London. Consequently, services are held on weekdays rather than the more traditional Sunday morning. Services generally consist of two sessions of 15 minute prayer, one at 8.30 am and another at 5.45 pm on every weekday. These are supplemented by two more formal services of Eucharist, one on a Wednesday lunchtime at 1.05 pm and the second on a Thursday evening at 6.05pm.
References
Further reading
Howard Colvin, Biographical Dictionary of British Architects
Michael Byrne and George R. Bush (eds), St Mary-le-Bow: A History (Privately published, 2007).
External links
360° panorama inside St Mary-le-Bow
Christopher Wren church buildings in London
Church of England church buildings in the City of London
Rebuilt churches in the United Kingdom
Churches completed in 1680
17th-century Church of England church buildings
English Baroque church buildings
Mary-le-Bow
Diocese of London
Grade I listed churches in the City of London
1680 establishments in England
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https://en.wikipedia.org/wiki/Walter%20Savage%20Landor
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Walter Savage Landor
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Walter Savage Landor (30 January 177517 September 1864) was an English writer, poet, and activist. His best known works were the prose Imaginary Conversations, and the poem "Rose Aylmer," but the critical acclaim he received from contemporary poets and reviewers was not matched by public popularity. As remarkable as his work was, it was equalled by his rumbustious character and lively temperament. Both his writing and political activism, such as his support for Lajos Kossuth and Giuseppe Garibaldi, were imbued with his passion for liberal and republican causes. He befriended and influenced the next generation of literary reformers such as Charles Dickens and Robert Browning.
Summary of his work
In a long and active life of 89 years Landor produced a considerable amount of work in various genres. This can perhaps be classified into four main areas—prose, lyric poetry, political writings including epigrams, and Latin. His prose and poetry have received most acclaim, but critics are divided in their preference between them and he is now often described as 'a poet's poet' and author of perhaps the greatest very short poems in English, 'Some of the best poets, Yeats, Ezra Pound and Robert Frost among them, steered by his lights'. Landor's prose is best represented by the Imaginary Conversations. He drew on a vast array of historical characters from Greek philosophers to contemporary writers and composed conversations between pairs of characters that covered areas of philosophy, politics, romance and many other topics. These exercises proved a more successful application of Landor's natural ability for writing dialogue than his plays. Although these have many quotable passages the overall effect suffered because he never learned the art of drama.
Landor wrote much sensitive and beautiful poetry. The love poems were inspired by a succession of female romantic ideals – Ione, Ianthe, Rose Aylmer and Rose Paynter. Equally sensitive are his "domestic" poems about his sister and his children.
In the course of his career Landor wrote for various journals on a range of topics that interested him from anti-Pitt politics to the unification of Italy. He was also a master of the epigram which he used to good effect and wrote satirically to avenge himself on politicians and other people who upset him.
Landor wrote over 300 Latin poems, political tracts and essays, but these have generally been ignored in the collections of his work. Landor found Latin useful for expressing things that might otherwise have been "indecent or unattractive" as he put it and as a cover for libellous material. Fellow classical scholars of the time put Landor's Latin work on a par with his English writing.
Summary of his life
Landor's biography consists of a catalogue of incidents and misfortunes, many of them self-inflicted but some no fault of his own. His headstrong nature and hot-headed temperament, combined with a complete contempt for authority, landed him in a great deal of trouble over the years. By a succession of bizarre actions, he was successively thrown out of Rugby school, of Oxford and from time to time from the family home. In the course of his life he came into conflict deliberately with his political enemies – the supporters of Pitt – but inadvertently with a succession of Lord Lieutenants, Bishops, Lord Chancellors, Spanish officers, Italian Grand Dukes, nuncio legatos, lawyers and other minor officials. He usually gained the upper hand, if not with an immediate hilarious response, then possibly many years later with a biting epithet.
Landor's writing often landed him on the wrong side of the laws of libel, and even his refuge in Latin proved of no avail in Italy. Many times his friends had to come to his aid in smoothing the ruffled feathers of his opponents or in encouraging him to moderate his behaviour. His friends were equally active in the desperate attempts to get his work published, where he offended or felt cheated by a succession of publishers who found his work either unsellable or unpublishable. He was repeatedly involved in legal disputes with his neighbours whether in England or Italy and Dickens' characterisation of him in Bleak House revolves around such a dispute over a gate between Boythorn and Sir Leicester Dedlock. Fate dealt with him unfairly when he tried to put into practice his bold and generous ideas to improve the lot of man, or when he was mistaken at one time for an agent of the Prince of Wales and at another for a tramp. His stormy marriage with his long-suffering wife resulted in a long separation, and then when she had finally taken him back in a series of sad attempts to escape.
And yet Landor was described by Swinburne as "the kindest and gentlest of men". He collected a coterie of friends who went to great lengths to help him, and writing for the Encyclopædia Britannica Swinburne comments that "his loyalty and liberality of heart were as inexhaustible as his bounty and beneficence of hand", adding that "praise and encouragement, deserved or undeserved, came more readily to his lips than challenge or defiance". The numerous accounts of those with whom he came in contact reveal that he was fascinating company and he dined out on his wit and knowledge for a great part of his life. Landor's powerful sense of humour, expressed in his tremendous and famous laughs no doubt contributed to and yet helped assuage the slings and arrows of outrageous fortune. "His passionate compassion, his bitter and burning pity for all wrongs endured in all the world, found outlet in his lifelong defence of tyrannicide. His tender and ardent love of children, of animals and of flowers makes fragrant alike the pages of his writing and the records of his life".
Early life
Walter Savage Landor was born in Warwick, England, the eldest son of Dr Walter Landor (1733-1805), a physician, and his second wife, Elizabeth (1743-1829), one of four daughters and heiresses of Charles Savage, of Tachbrook, Warwickshire. His birthplace, Eastgate House, became occupied by The King's High School For Girls. His father inherited estates at Rugeley, Staffordshire and his mother was heiress to estates at Ipsley Court and Bishop's Tachbrook in Warwickshire. Landor as the eldest son was heir to these properties and looked forward to a life of prosperity. The family tradition was Whig in reaction to George III and Pitt, and although Landor's brother Robert was the only other member to achieve fame as a writer there was a strong literary tradition in the family.
After attending a school at Knowle, he was sent to Rugby School under Dr James, but took offence at the headmaster's review of his work and was removed at Dr James' request. Years later, Landor included references to James in Latin in Simonidea with a mixture of praise and criticism and was subsequently reconciled with him. He then studied privately with Rev. William Langley, vicar of Fenny Bentley and headmaster of Ashbourne Grammar School. Langley was later mentioned in the Imaginary Conversation of Isaak Walton. Landor's temperament and violent opinions caused embarrassment at home and he was usually asked to absent himself when guests were expected. On one occasion he netted and threw in the river a local farmer who objected to his fishing on his property. In 1793 he entered Trinity College, Oxford where he showed rebelliousness in his informal dress and was known as a "mad Jacobin" since he was taken with ideas of French republicanism. His tutor Dr Benwell was impressed by him, but unfortunately his stay was short-lived. In 1794 he fired a gun at the windows of a Tory whose late night revels disturbed him and for whom he had an aversion. He was rusticated for a year, and, although the authorities were willing to condone the offence, he refused to return. The affair led to a quarrel with his father in which Landor expressed his intention of leaving home for ever.
Landor went to Tenby in Wales where he had a love affair with a local girl, Nancy Evans, for whom he wrote some of his earliest love poems referring to her as "Ione". Landor's father disapproved and he removed for a time to London, lodging near Portland Place. Ione subsequently had a child who died in infancy. In 1795 Landor brought out a small volume of English and Latin verse in three books entitled The Poems of Walter Savage Landor. Landor also wrote an anonymous Moral Epistle in pamphlet form of nineteen pages, respectfully dedicated to Earl Stanhope. It was a satire in heroic verse condemning Pitt for trying to suppress liberal influences. Although Landor subsequently disowned these "'prentice works", Swinburne wrote: "No poet at the age of twenty ever had more vigour of style and fluency of verse; nor perhaps has any ever shown such masterly command of epigram and satire, made vivid and vital by the purest enthusiasm and most generous indignation."
Landor was reconciled with his family through the efforts of his friend Dorothea Lyttelton. He later told Forster that he would have married Dorothea if he were financially independent. He did not enter a profession—he did not want the law, and no more did the army want him. His father allowed him £150 a year, and he was free to live at home or not, as he pleased.
South Wales and Gebir
Landor settled in South Wales, returning home to Warwick for short visits. It was at Swansea that he became friendly with the family of Lord Aylmer, including his sister, Rose, whom Landor later immortalized in the poem, "Rose Aylmer". It was she who lent him The Progress of Romance by the Gothic author Clara Reeve. In this he found the story "The History of Charoba, Queen of Egypt", which inspired his poem Gebir. Rose Aylmer sailed to India with an aunt in 1798, and two years later died of cholera.
In 1798 Landor published Gebir, the work which established his reputation. This long poem tells the story of a prince of Spain who falls in love with his enemy Queen Charoba of Egypt. Southey, reviewed Gebir calling it "some of the most exquisite poetry in the language" and was keen to discover the anonymous author. Sidney Colvin wrote "For loftiness of thought and language together, there are passages in Gebir that will bear comparison with Milton" and "nowhere in the works of Wordsworth or Coleridge do we find anything resembling Landor's peculiar qualities of haughty splendour and massive concentration". John Forster wrote "Style and treatment constitute the charm of it. The vividness with which everything in it is presented to sight as well as through the wealth of its imagery, its moods of language – these are characteristics pre-eminent in Gebir." Gifford, on the other hand, who was ever a harsh critic of Landor, described it as "A jumble of incomprehensible trash... the most vile and despicable effusion of a mad and muddy brain...".
For the next three years Landor led an unsettled life, spent mainly in London. He became a friend of the classics scholar Dr Samuel Parr who lived at Hatton near Warwick and who appreciated Landor as a person and a Latin writer. Landor favoured Latin as a way of expressing playful material without exposing it to public view. "Siquid forte iocosius cuivis in mentem veniat, id, vernacule, puderet, non-enim tantummodo in luce agitur sed etiam in publico." Latin also had the advantage of being exempt from libel laws in England. Parr introduced Landor to Robert Adair, party organiser for Charles James Fox, who enlisted Landor to write in The Morning Post and The Courier against the ministry of Pitt. Landor published Poems from the Arabic and Persian in 1800 and a pamphlet of Latin verses. During this time he met Isaac Mocatta who stimulated his interest in art and exercised a moderating influence, but Mocatta died 1801. In 1802 Landor went to Paris where he saw Napoleon at close quarters, and this was enough for him to revoke his former praise for Napoleon in Gebir. In the same year he published Poetry by the Author of Gebir which included the narrative poems "Crysaor" and "The Phocaeans". Colvin considered "Crysaor" Landor's finest piece of narrative in blank verse.
Landor's brother Robert helped with corrections and additions to Gebir and the second edition appeared in 1803. About the same time Landor published the whole poem in Latin, which did little to increase readership but appealed to Parr and was considered by Swinburne to be comparable with the English version in might and melody of line, and for power and perfection of language.
Landor travelled the country in constant debt, spending much time at Bath. Here he met Sophia Jane Swift, who was already engaged to her cousin Godwin Swifte, whom she married despite Landor's ardent entreaties in 1803. He called her Ianthe and wrote some of his most beautiful love poems to her. His father died in 1805, which put him in possession of an independent fortune and he settled in Bath, living in grand style. In 1806 he published Simonidea which included poems to Ianthe and Ione. It also included "Gunlaug and Helga" a narrative poem from William Herbert's Select Icelandic poems. At Bristol in 1808 he caught up with Southey, whom he had missed on a trip to the Lake District in the previous year, and the mutual appreciation of the two poets led to a warm friendship. He also wrote a work "The Dun Cow" which was written in defence of his friend Parr who had been attacked in an anonymous work "Guy's Porridge Pot", which Landor was fierce to deny was any work of his.
Napoleonic Wars and Count Julian
In 1808 he had an heroic impulse to take part in the Peninsular War. At the age of 33, he left England for Spain as a volunteer to serve in the national army against Napoleon. He landed at Corunna, introduced himself to the British envoy, offered 10,000 reals for the relief of Venturada, and set out to join the army of General Joaquín Blake y Joyes. He was disappointed not to take part in any real action and found himself giving support at Bilbao where he was nearly captured. A couple of months later the Convention of Sintra brought an end to the campaign and Landor returned to England. The Spanish Government offered its thanks to him, and King Ferdinand appointed him a Colonel in the Spanish Army. However, when the King restored the Jesuits Landor returned his commission. When he returned to England, he joined Wordsworth and Southey in denouncing the Convention of Sintra, which had excited general indignation. In 1809 Landor wrote "Three letters to Don Francisco Riquelme" giving him the benefit of his wisdom as a participant in the war. He wrote an ode in Latin to Gustav IV of Sweden and wrote to press under various pseudonyms. In 1810 he wrote "a brave and good letter to Sir Francis Burdett."
The Spanish experience provided inspiration for the tragedy of Count Julian, based on Julian, count of Ceuta. Although this demonstrated Landor's distinctive style of writing, it suffered from his failure to study the art of drama and so made little impression. The plot is difficult to follow unless the story is previously known and concerns a complicated situation after the defeat of the last Visigoth King of Spain. It carries the moral tone of crime propagating crime. Southey undertook to arrange publication and eventually got it published by Murray in 1812, after an initial refusal by Longmans which led Landor to burn another tragedy "Ferranti and Giulio". Thomas de Quincey later wrote of the work
Swinburne described it as:
Llanthony and marriage
Before going to Spain, he had been looking for a property and settled on Llanthony Abbey in Monmouthshire, a ruined Benedictine abbey. He sold the property at Rugeley which he inherited from his father, and persuaded his mother to sell her Tachbrook estate to contribute to the purchase cost. On his return from Spain he was busy finalising these matters. The previous owner had erected some buildings in the ruins of the ancient abbey, but an Act of Parliament, passed in 1809, was needed to allow Landor to pull down these buildings and construct a house, (which was never finished). He wanted to become a model country gentleman, planting trees, importing sheep from Spain, and improving the roads. There is still an avenue of trees in the area known as "Landor's Larches" and many old chestnuts have been dated back to his time.
In 1811 he went to a ball in Bath and seeing a pretty girl exclaimed "That's the nicest girl in the room, and I'll marry her". She was Julia Thuillier, the daughter of an impoverished Swiss banker who had an unsuccessful business at Banbury and had gone to Spain, leaving his family at Bath. They married at St James' Church, Bath on 24 May 1811 and settled for a while at Llanthony Abbey. Landor had a visit from Southey, after he sent him a letter describing the idylls of country life, including nightingales and glow-worms. However the idyll was not to last long as for the next three years Landor was worried by the combined vexation of neighbours and tenants, lawyers and lords-lieutenant and even the Bishop of St David's, while at the same time he tried to publish an article on Fox, a response to a sycophantic piece by John Bernard Trotter, which was condemned by the prospective publisher John Murray as libellous and damned by Canning and Gifford.
His troubles with the neighbours stemmed from petty squabbles, many arising from his headstrong and impetuous nature. He employed a solicitor, one Charles Gabell, who saw him as a client to be milked. His trees were uprooted and his timber stolen. A man against whom he had to swear the peace drank himself to death, and he was accused of causing the misfortune and when he prosecuted a man for theft he was insulted by the defendant's counsel (whom he later "chastised" in his Latin poetry). He was fond of revenge through his verse, Latin or otherwise and gave his opinion of his lawyers in the following piece of doggerel.
When the Bishop failed to reply to his letter offering to restore part of the priory Landor followed up saying "God alone is great enough for me to ask anything of twice". He wanted to become a magistrate and after a row with the Lord Lieutenant, the Duke of Beaufort, who was suspicious of his republican sympathies, he pursued the matter with the Lord Chancellor, Lord Eldon, well known as a High Tory, without success. He wasted much effort and money in noble attempts to improve the land, and to relieve the wretchedness and raise the condition of the poorer inhabitants. The final straw was when he let his farmland to one Betham who was incompetent and extravagant and paid no rent. After an expensive action to recover the debts from Betham he had had enough, and decided to leave the country, abandoning Llanthony to his creditors – which was principally his mother. He had drafted a book-length Commentary on the Memoires of Mr. Charles Fox which presents the radical Whig leader in a positive light and includes a dedication to American president James Madison and strong criticism of the Tory government and Canning, but left it unpublished for fear of prosecution.
In 1814 Landor left England for Jersey, where he had a quarrel with his wife and set off for France on his own. Eventually she joined him at Tours as did his brother Robert. At Tours he met Francis George Hare, father of Augustus Hare and brother of Julius Hare who was to be of great help to him. Landor soon became dissatisfied with Tours and after tremendous conflicts with his landlady set off in September 1815 with his wife and brother on a tempestuous journey to Italy.
Florence and Imaginary Conversations
Landor and his wife finally settled at Como, where they stayed for three years. Even here he had troubles, for at the time Caroline of Brunswick, wife of the Prince Regent was living there and Landor was suspected of being an agent involved in watching her in case of divorce proceedings. In 1818 he insulted the authorities in a Latin poem directed against an Italian poet who had denounced England, not realising that the libel laws in Italy (unlike in England) applied to Latin writings as well as Italian. After threatening the regio delegato with a beating he was ordered to leave Como. In September he went to Genoa and Pisa. He finally settled at Florence in 1821. After two years in apartments in the Medici Palace, he settled with his wife and children at the Villa Castiglione. In this, the most important period in his literary career, he produced some of his best known works – the Imaginary Conversations. It was at this time that Lady Blessington and her husband were living at Florence and became firm friends.
The first two volumes of his Imaginary Conversations appeared in 1824 with a second edition in 1826; a third volume was added in 1828; and in 1829 the fourth and fifth volumes were published. Not until 1846 was a fresh instalment added, in the second volume of his collected and selected works. Many of the imaginary conversations harshly criticize authoritarian rule and endorse republican principles.
With these works, Landor acquired a high, but not wide literary reputation. He had various disputes with the authorities in Florence. The theft of some silver led to altercations with the police, whose interviews with tradesmen ended up defining him as a "dangerous man", and the eventual upshot was that the Grand Duke banished him from Florence. Subsequently, the Grand Duke took the matter good-naturedly, and ignored Landor's declaration that, as the authorities disliked his residence, he should reside there permanently. In 1829, Landor bought the Villa Gherardesca at Fiesole helped by a generous loan from Joseph Ablett of Llanbedr Hall, Denbighshire. Here he had a dispute with a neighbour about water rights, which led to a lawsuit and a challenge, although the English Consul Kirkup succeeded in arranging the point of honour satisfactorily. Landor was visited by William Hazlitt and Leigh Hunt, and was on intimate terms with Charles Armitage Brown. It was at this time he became acquainted with Edward John Trelawny whom he included in volume IV of Imaginary Conversations. His mother, with whom he had always corresponded affectionately, died in October 1829 and his cousin Walter Landor of Rugeley took over the management of the estate in Wales. Landor was happy at Villa Gherardesca for several years, writing books, playing with his children whom he adored and with the nightingales, and planting his gardens. He had many visitors, most notably in 1829 Jane Swift (Ianthe) now a widow, who inspired him to write poetry again. Later came Henry Crabb Robinson with whom he got on extremely well. In 1831 he published a volume combining Gebir, Count Julian and Other Poems (including 31 to Ianthe). Although this sold only 40 copies, Landor was unconcerned as he was working on "High and Low Life in Italy". This last work he sent to Crabb Robinson for publication but he had difficulties with publishers and it did not appear until 1837.
In 1832 Ablett persuaded him to visit England, where he met many old friends. He saw Ianthe at Brighton and met Lord Wenlock. He also visited his family in Staffordshire – his brother Charles was rector of Colton, and his cousin Walter Landor of Rugeley was trying to deal with the complex business of Llanthony. He visited Charles Lamb at Enfield, Samuel Coleridge at Highgate, and Julius Hare at Cambridge. He went with Ablett to the Lake District and saw Southey and Coleridge.
On returning to Fiesole he found his children out of hand and obtained a German governess for them. Back in Italy he met Richard Monckton Milnes who later wrote about him. He was visited by Ralph Waldo Emerson and worked on the conversations which led to the volumes upon "Shakespeare's Examinations for Deer Stealing", "Pericles and Aspasia", and the "Pentameron". Lady Blessington sold "Shakespeare" for him. In 1835 Ianthe visited again, and brought her half-sister, Mrs Paynter, with her. Landor's wife Julia became jealous, although she already had a younger lover, and their difference of opinion ended in a complete separation.
England, Pericles and journalism
Landor was 60 by now and went to Lucca, where he finished "Pericles and Aspasia" and in September returned to England alone in the autumn. He had an income of about £600 per annum from properties in England, but when he left Italy he made over £400 of the share to his wife, and transferred the villa and farms at Fiesole to his son Arnold absolutely. His income was now £200 a year and he was in financial difficulties. He stayed with Ablett at Llanbedr for three months, spent winter at Clifton and returned to him afterwards, when Ablett persuaded him to contribute to "Literary Hours" which was published the next year. "Pericles and Aspasia", which was to become one of his most appreciated works, was published in March 1836. It is in the form of an Imaginary Conversation and describes the development of Aspasia's romance with Pericles, who died in the Peloponnesian War, told in a series of letters to a friend Cleone. The work is one of Landor's most joyous works and is singled out by contemporary critics as an introduction to Landor at his best. On one occasion Landor was travelling to Clifton incognito and chatting to a fellow traveller when the traveller, John Sterling, observed that his strange paradoxical conversation sounded like one of Landor's Imaginary Conversations. Landor covered his retreat, but later became acquainted formally with Sterling.
Also in 1836, Landor met John Forster who became his biographer, having become friends after Forster's review of his "Shakespeare". Later that year he went to Heidelberg in Germany hoping to meet his children, but was disappointed. He wrote more imaginary conversations including one between Lord Eldon and Escombe. When a lady friend rebuked him for this on the basis that Eldon was now over eighty, Landor replied unmoved with the quip "The devil is older". He had several other publications that year besides Pericles, including "Letter from a Conservative", "A Satire on Satirists" which included a criticism of Wordsworth's failure to appreciate Southey, Alabiadas the Young Man, and "Terry Hogan", a satire on Irish priests. He wintered again at Clifton where Southey visited him. It is possible that Ianthe was living at Bristol, but the evidence is not clear, and in 1837 she went to Austria, where she remained for some years. After leaving Clifton, Landor travelled around and visited Armitage Brown at Plymouth. He established many friendships including John Kenyon and Sir William Napier. At the end of the year he published "Death of Clytemnestra" and "The Pentalogia", containing five of his finest shorter studies in dramatic poetry. The last piece to be published was "Pentameron". Although this had no financial success it was much admired by his friends including Kenyon, Julius Hare, Crabb Robinson, Elizabeth Barrett Browning who said "some of the pages are too delicious to turn over", and Leigh Hunt who reckoned it Landor's masterpiece. In the spring of 1838 he took a house in Bath and wrote his three plays the "Andrea of Hungary", "Giovanna of Naples", and "Fra Rupert". These plays are in the form of a trilogy in the first of which Fra Rupert contrives the death of Andrea, husband of Giovanna. Giovanna is suspected but acquitted in the second play. In the third play Fra Rupert is discovered. George Saintsbury described these as a historical novel thrown into conversational dramatic form. In 1839 Landor's attempts to publish the plays were caught up in a dispute between Bentley and Dickens and Forster which caused considerable delay. Again, although these plays, or "conversations in verse" did not succeed with the public, Landor gained warm admirers, many of whom were his personal friends. Southey's mind was giving way when he wrote a last letter to his friend in 1839, but he continued to mention Landor's name when generally incapable of mentioning anyone. Landor wandered around the country again, frequently visiting London, where he usually stayed with Lady Blessington, whom he had known at Florence. Mrs Paynter and her daughter Rose Paynter were at Bath, and Landor's letters and verses to Rose are among his best works. Rose later married Charles Graves-Sawle of Penrice in Cornwall. Landor met Charles Dickens and they enjoyed each other's company despite the age difference. Landor greatly admired Dickens's works, and was especially moved by the character of Nell Trent (from The Old Curiosity Shop). Landor was affectionately adapted by Dickens as Lawrence Boythorn in Bleak House. He was the godfather of Dickens's son Walter Landor Dickens. He also became introduced to Robert Browning, who sent him a dedicated copy of his work.
Landor received a visit from his son Arnold in 1842 and in that year wrote a long essay on Catullus for Forster, who was editor of "Foreign Quarterly Review"; he followed it up with The Idylls of Theocritus. Super was critical of the essays claiming "A more thoroughly disorganised work never fell from his pen". In 1843 he mourned the death of his friend Southey and dedicated a poem in the Examiner. Landor was visited by his children Walter and Julia and published a poem to Julia in Blackwood's magazine.
In the following year his daughter Julia returned and gave him a dog Pomero, who was a faithful companion for a long time. In the same year, he published a poem to Browning in the Morning Chronicle.
Forster and Dickens used to visit Bath, to celebrate Landor's birthday and Charles I's execution on the same day. Forster helped Landor in publishing his plays and the 'Collected Works' in 1846, and was employed on The Examiner to which Landor frequently contributed on political and other subjects. Forster objected to the inclusion of some Latin poetry, and so Landor published his most important Latin work 'Poemata et Inscriptiones' separately in 1847. This consisted of large additions to the main contents of two former volumes of idyllic, satiric, elegiac and lyric verse. One piece referred to George IV whose treatment of Caroline of Brunswick had been distasteful to Landor.
Landor's distaste for the House of Hanover is more famously displayed in the doggerel that many do not realise is his composition:
In 1846 he also published the Hellenics, including the poems published under that title in the collected works, together with English translations of the Latin idyls. In this year he first met Eliza Lynn who was to become an outstanding novelist and journalist as Lynn Linton, and she became a regular companion in Bath. Now aged over 70, Landor was losing many of his old friends and becoming more frequently ill himself. On one occasion when staying with the Graves-Sawle he visited Exeter and sheltered in the rain on the doorstep of a local barrister, James Jerwood. Jerwood mistook him for a tramp and drove him away. Landor's follow-up letter of abuse to the barrister is magnificent. In 1849 he wrote a well-known epitaph for himself on his 74th birthday:
However he was leading an active social life. Tennyson met him in 1850 and recorded how while another guest fell downstairs and broke his arm, "Old Landor went on eloquently discoursing of Catullus and other Latin poets as if nothing had happened". Thomas Carlyle visited him and wrote "He was really stirring company: a proud irascible, trenchant, yet generous, veracious, and very dignified old man".
In 1851 Landor expressed interest in Church reform with a pamphlet "Popery, British and Foreign", and Letters to Cardinal Wiseman. He published various other articles in The Examiner, Fraser's Magazine and other journals. During the year he learnt of the death of his beloved Ianthe and wrote in tribute to her:
In 1853 he published the collected Imaginary Conversations of the Greeks and Romans, which he dedicated to Dickens. Dickens in this year published Bleak House, which contained the amazingly realistic characterisation of Landor as Boythorn. He also published "The Last Fruit off an Old Tree," containing fresh conversations, critical and controversial essays, miscellaneous epigrams, lyrics and occasional poems of various kind and merit, closing with Five Scenes on the Martyrdom of Beatrice Cenci. Swinburne described these as "unsurpassed even by their author himself for noble and heroic pathos, for subtle and genial, tragic and profound, ardent and compassionate insight into character, with consummate mastery of dramatic and spiritual truth." At this time Landor was interesting himself in foreign affairs, in particular Czarist oppression as he saw it and Louis Napoleon. At the end of 1854 his beloved sister Elizabeth died and he wrote a touching memorial:
In 1856 at the age of 81 he published Antony and Octavius: Scenes for the Study, twelve consecutive poems in dialogue, and "Letter to Emerson", as well as continuing Imaginary Conversations.
Final tragedies and return to Italy
In the beginning of 1857, Landor's mind was becoming weakened and he found himself in some unpleasant situations. He became involved in a court case because he had published statements when the case was sub judice and was insulted by counsel as a poor old man brought in to talk twaddle. He then became embroiled in a miserable quarrel between two ladies he knew. He gave one of them, Geraldine Hooper, £100, a legacy received from his friend Kenyon. Unknown to Landor she transferred half of it to the other lady, a Mrs Yescombe. They then quarreled and Mrs Yescombe accused Hooper of having obtained the money from Landor for dishonourable reasons. Landor in his fury wrote a pamphlet "Walter Savage Landor and the Honourable Mrs Yescombe," which was considered libellous. Forster persuaded Landor to apologise. Then in 1858 he produced a miscellaneous collection called "Dry Sticks Fagoted by W. S. Landor," which contained among other things some epigrammatic and satirical attacks which led to further libel actions.
In July that year Landor returned to Italy for the last six years of his life. He was advised to make over his property to his family, on whom he now depended. He hoped to resume his life with his wife and children but found them living disreputably at the Villa Gherardesca and ill-disposed to welcome him. He spent a miserable ten months at his villa, and fled repeatedly to Florence, only to be brought back again. On the last occasion, he took refuge at a hotel in Florence, with next to nothing in his pocket, and was found by Robert Browning then living at the Casa Guidi. Browning managed to obtain an allowance for him from the family and settled him first at Siena and then at Florence.
Landor busied himself with new editions of his works and interested himself in the unification of Italy. He wrote frequently to Eliza Lynn Linton and added to Imaginary Conversations devising any sale proceeds to the relief of Garibaldi's soldiers. Anthony Trollope visited Florence and brought with him an American girl, Kate Field, who became Landor's protégée. He was still charming, venerable, and courteous, and full of literary interests. He taught Kate Field Latin, repeated poetry and composed some last conversations. In 1861, Browning left Italy after the death of his wife. Landor afterwards seldom left the house and remained petulant and uncomfortable, occasionally visited by his sons. He was much concerned about the fate of his picture collection, little of which had any merit, and about preparations for his grave as he hoped to be buried at Widcombe near Bath. He published some Imaginary Conversations in the 'Atheneum' in 1861-2 and in 1863 published a last volume of "Heroic Idyls, with Additional Poems, English and Latin", described by Swinburne as " the last fruit of a genius which after a life of eighty-eight years had lost nothing of its majestic and pathetic power, its exquisite and exalted". Forster's refusal to publish more about the libel case had interrupted their friendship, but they renewed their correspondence before his death. Almost the last event of his life was a visit in 1864 from the poet Swinburne, who visited Florence specifically to see him, and dedicated to him the 'Atlanta in Calydon'. In 1864 on May Day Landor said to his landlady "I shall never write again. Put out the lights and draw the curtains". A few months later he died quietly in Florence at the age of 89. He was buried not after all at Widcombe but in the English Cemetery, Florence, near the tomb of his friend, Elizabeth Barrett Browning. A statue of his wife can also be found in the 'English' Cemetery, above the tomb of their son, Arnold Savage Landor. In England a memorial bust to Landor was later placed in the Church of St Mary's, Warwick. Later, his Villa Gherardesca in Fiesole would become the home of the American Icelandic scholar Daniel Willard Fiske, who renamed it the 'Villa Landor'. Landor's grandson was the writer explorer and adventurer Arnold Henry Savage Landor.
Landor was a close friend of Southey and Coleridge. His relationship with Wordsworth changed over time from great praise to a certain resentment. Lord Byron tended to ridicule and revile him, and though Landor had little good to say in return during Byron's life, he lamented and extolled him as a dead hero. He lavished sympathetic praise on the noble dramatic works of his brother Robert Eyres Landor.
Review of Landor's work by Swinburne
Swinburne wrote in the ninth edition of the Encyclopædia Britannica (replicated in the eleventh edition) and later published in his Miscellanies of 1886 an appreciation which included the following passage (here broken into paragraphs for easier reading):
From nineteen almost to ninety his intellectual and literary activity was indefatigably incessant; but, herein at least like Charles Lamb, whose cordial admiration he so cordially returned, he could not write a note of three lines which did not bear the mark of his Roman hand in its matchless and inimitable command of a style at once the most powerful and the purest of his age.
The one charge which can ever seriously be brought and maintained against it is that of such occasional obscurity or difficulty as may arise from excessive strictness in condensation of phrase and expurgation of matter not always superfluous, and sometimes almost indispensable. His English prose and his Latin verse are perhaps more frequently and more gravely liable to this charge than either his English verse or his Latin prose. At times it is well-nigh impossible for an eye less keen and swift, a scholarship less exquisite and ready than his own, to catch the precise direction and follow the perfect course of his rapid thought and radiant utterance.
This apparently studious pursuit and preference of the most terse and elliptic expression which could be found for anything he might have to say could not but occasionally make even so sovereign a master of two great languages appear dark with excess of light; but from no former master of either tongue in prose or verse was ever the quality of real obscurity, of loose and nebulous incertitude, more utterly alien or more naturally remote. There is nothing of cloud or fog about the path on which he leads us; but we feel now and then the want of a bridge or a handrail; we have to leap from point to point of narrative or argument without the usual help of a connecting plank. Even in his dramatic works, where least of all it should have been found, this lack of visible connection or sequence in details of thought or action is too often a source of sensible perplexity. In his noble trilogy on the history of Giovanna queen of Naples it is sometimes actually difficult to realize on a first reading what has happened or is happening, or how, or why, or by what agency a defect alone sufficient, but unhappily sufficient in itself, to explain the too general ignorance of a work so rich in subtle and noble treatment of character, so sure and strong in its grasp and rendering of high actions and high passions, so rich in humour and in pathos, so royally serene in its commanding power upon the tragic mainsprings of terror and of pity.
As a poet, he may be said on the whole to stand midway between Byron and Shelley—about as far above the former as below the latter. If we except Catullus and Simonides, it might be hard to match and it would be impossible to overmatch the flawless and blameless yet living and breathing beauty of his most perfect elegies, epigrams or epitaphs. As truly as prettily was he likened by Leigh Hunt to a stormy mountain pine which should produce lilies. He was a classic, and no formalist; the wide range of his admiration had room for a genius so far from classical as Blake's. Nor in his own highest mood or method of creative as of critical work was he a classic only, in any narrow or exclusive sense of the term. On either side, immediately or hardly below his mighty masterpiece of Pericles and Aspasia, stand the two scarcely less beautiful and vivid studies of medieval Italy and Shakespeare in England.
In popular culture
Landor's "I Strove with None" is widely mentioned and discussed. Somerset Maugham used it in "The Razor's Edge", as does Tom Wolfe in "A Man in Full" location 8,893 (Kindle). Thomas Savage inserted it in chapter 6 of The Sheep Queen. In Josephine Pullein-Thompson's Pony Club Team, the second novel in her West Barsetshire series of pony books, it is quoted by both Noel Kettering and Henry Thornton. The poem forms the chorus of the Zatopeks' song "Death and the Hobo," from their album Damn Fool Music.
In an episode of Cheers, "The Spy Who Came In for a Cold One," Ellis Rabb's guest character plagiarizes Landor's "She I Love (Alas in Vain!)" when reciting poetry to Diane. He also plagiarizes Christina Rossetti's "A Birthday."
In his book of poems The Drunken Driver Has the Right of Way, Academy Award-winning writer/director/producer Ethan Coen facetiously describes himself as "an expert on the poetry of Walter Savage Landor and many other subjects which he travels the world to lecture upon, unsolicited".
Author Iris Murdoch quotes Landor ‘There are no voices that are not soon mute…’in the penultimate paragraph of her novel, The Unicorn.
Artistic recognition
A bust of Landor dated 1828 by John Gibson is held in the National Portrait Gallery, London.
See also
List of Landor's Imaginary Conversations
Further reading
Titus Bicknell, Calamus Ense Potentior Est: Walter Savage Landor's Poetic War of Words, Romanticism On the Net 4 (November 1996)
E.K. Chambers (ed.), Landor: Poetry and Prose (1946)
Sidney Colvin, Landor (1881); English Men of Letters series
Sidney Colvin, Selections from the Writings of Walter Savage Landor (1882); Golden Treasury series
C. G. Crump (1891–1893), comprises Imaginary Conversations, Poems, Dialogues in Verse and Epigrams and The Longer Prose Works.*Charles Dickens, Bleak House (1852–53)
Malcolm Elwin, Landor: A Replevin (1958); reissued 1970
John Forster The Works and Life of Walter Savage Landor (8 vols., 1846)
Robert Pinsky, Landor's Poetry (1968)
Charles L. Proudfit (ed.), Landor as Critic (1979)
G. Rostrevor Hamilton, Walter Savage Landor (1960)
Iain Sinclair, Landor's Tower (2001), a novel
R.H. Super, Walter Savage Landor (1954); reprinted 1977
Herbert van Thal (ed.) Landor: A Biographical Anthology (1973); introduction by Malcolm Elwin
Stephen Wheeler (ed.) Letters and other Unpublished Writings (1897)
A bibliography of his works, many of which are very rare, is included in: .
References
External links
Poems by Walter Savage Landor
Jean Field, 'Walter Savage Landor and Warwick'
Landor House entry on Building History
"Petition of the Thugs for Toleration" at Quotidiana.org
Audio: Robert Pinsky reads "On Seeing a Hair of Lucretia Borgia" by Walter Savage Landor (via poemsoutloud.net)
Archival material at
Walter Savage Landor Collection. General Collection, Beinecke Rare Book and Manuscript Library.
1775 births
1864 deaths
Alumni of Trinity College, Oxford
People from Warwick
People educated at Rugby School
English essayists
British male essayists
18th-century English poets
19th-century English poets
English male poets
18th-century English non-fiction writers
19th-century English non-fiction writers
English male non-fiction writers
18th-century writers in Latin
19th-century writers in Latin
Neo-Latin poets
British writers in Latin
Occasional poets
Savage family
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https://en.wikipedia.org/wiki/College%20of%20Arms
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College of Arms
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The College of Arms, or Heralds' College, is a royal corporation consisting of professional officers of arms, with jurisdiction over England, Wales, Northern Ireland and some Commonwealth realms. The heralds are appointed by the British Sovereign and are delegated authority to act on behalf of the Crown in all matters of heraldry, the granting of new coats of arms, genealogical research and the recording of pedigrees. The College is also the official body responsible for matters relating to the flying of flags on land, and it maintains the official registers of flags and other national symbols. Though a part of the Royal Household of the United Kingdom, the College is self-financed, unsupported by any public funds.
Founded by royal charter in 1484 by King Richard III, the College is one of the few remaining official heraldic authorities in Europe. Within the United Kingdom, there are two such authorities, the Court of the Lord Lyon in Scotland and the College of Arms for the rest of the United Kingdom. The College has had its home in the City of London since its foundation, and has been at its present location, on Queen Victoria Street, since 1555. The College of Arms also undertakes and consults on the planning of many ceremonial occasions such as coronations, state funerals, the annual Garter Service and the State Opening of Parliament. Heralds of the College accompany the sovereign on many of these occasions.
The College comprises thirteen officers or heralds: three Kings of Arms, six Heralds of Arms and four Pursuivants of Arms. There are also seven officers extraordinary, who take part in ceremonial occasions but are not part of the College. The entire corporation is overseen by the Earl Marshal, a hereditary office always held by the Duke of Norfolk.
History
Foundation
King Richard III's interest in heraldry was indicated by his possession of two important rolls of arms. While still Duke of Gloucester and Constable of England for his brother (Edward IV) from 1469, he in the latter capacity supervised the heralds and made plans for the reform of their organisation. Soon after his accession to the throne he created Sir John Howard as Duke of Norfolk and Earl Marshal of England, who became the first Howard appointed to both positions.
In the first year of his reign, the royal heralds were incorporated under royal charter dated 2 March 1484, under the Latin name "Le Garter regis armorum Anglicorum, regis armorum partium Australium, regis armorum partium Borealium, regis armorum Wallæ et heraldorum, prosecutorum, sive pursevandorum armorum." Translated as: "the Garter King of Arms of England, the King of Arms of the Southern parts, the King of Arms of the Northern parts, the King of Arms of Wales, and all other heralds and pursuivants of arms". The charter then goes on to state that the heralds "for the time being, shall be in perpetuity a body corporate in fact and name, and shall preserve a succession unbroken." This charter titled "Literæ de incorporatione heraldorum" is now held in the British Museum.
There has been some evidence that prior to this charter, the royal heralds had already in some ways behaved like a corporation as early as 1420. Nevertheless, the charter is the earliest surviving document to affirm the chapter as a corporate body of heralds. The charter outlines the constitution of the officers, their hierarchy, the privileges conferred upon them and their jurisdiction over all heraldic matters in the Kingdom of England.
The King empowered the College to have and use only one common seal of authority, and also instructed them to find a chaplain to celebrate mass daily for himself, Anne Neville, the Queen Consort, and his heir, Prince Edward. The College was also granted a house named Coldharbour (formerly Poulteney's Inn) on Upper Thames Street in the parish of All-Hallows-the-Less, for storing records and living space for the heralds. The house, built by Sir John de Pulteney, four times Lord Mayor of London, was said to be one of the greatest in the City of London.
Varying fortunes
The defeat and death of Richard III at Bosworth field was a double blow for the heralds, for they lost both their patron, the King, and their benefactor, the Earl Marshal, who was also slain. The victorious Henry Tudor was crowned King Henry VII soon after the battle. Henry's first Parliament of 1485 passed an Act of Resumption, in which large grants of crown properties made by his two predecessors to their supporters were cancelled. Whether this act affected the status of the College's charter is debatable; however, the act did facilitate the de facto recovery of Coldharbour to the crown. Henry then granted the house to his mother Lady Margaret Beaufort, for life. This was because it was supposed that the house was granted personally to John Writhe the Garter King of Arms and not to the heralds as a corporation. As a result, the heralds were left destitute and many of their books and records were lost. Despite this ill treatment from the King, the heralds' position at the royal court remained, and they were compelled by the King to attend him at all times (albeit in rotation).
Of the reign of King Henry VIII, it has been said that: "at no time since its establishment, was [the college] in higher estimation, nor in fuller employment, than in this reign." Henry VIII was fond of pomp and magnificence, and thus gave the heralds plenty of opportunity to exercise their roles in his court. In addition, the members of the College were also expected to be regularly despatched to foreign courts on missions, whether to declare war, accompany armies, summon garrisons or deliver messages to foreign potentates and generals. During his magnificent meeting with Francis I of France at the Field of the Cloth of Gold in 1520, Henry VIII brought with him eighteen officers of arms, probably all he had, to regulate the many tournaments and ceremonies held there.
Nevertheless, the College's petitions to the King and to the Duke of Suffolk in 1524 and 1533 for the return of their chapter house were rejected, and the heralds were left to hold chapter in whichever palace the royal court happened to be at the time. They even resorted to meeting at each other's houses, at various guildhalls and even a hospital. Furthermore, Henry VIII's habit of raising ladies in the situation of subjects to queens, and then awarding them many heraldic augmentations, which also extended to their respective families, was considered harmful to the science of heraldry. The noted antiquarian and heraldist Charles Boutell commented in 1863, that the: "Arms of Queen Anne Boleyn are the first which exemplify the usage, introduced by Henry VIII, of granting to his Consorts 'Augmentations' to their paternal arms. It is a striking illustration of the degenerate condition of Heraldry under the second Tudor Sovereign."
It was also in this reign in 1530, that Henry VIII conferred on the College one of its most important duties for almost a century, the heraldic visitation. The provincial Kings of Arms were commissioned under a royal warrant to enter all houses and churches and given authority to deface and destroy all arms unlawfully used by any knight, esquire, or gentleman. Around the time of the Dissolution of the Monasteries this duty became even more necessary as the monasteries were previously repositories of local genealogical records. From then on, all genealogical records and the duty of recording them was subsumed by the College. These visitations were serious affairs, and many individuals were charged and heavily fined for breaking the law of arms. Hundreds of these visitations were carried out well into the 17th century; the last was in 1686.
Reincorporation
The College found a patroness in Mary I, although it must have been embarrassing for both sides, after the heralds initially proclaimed the right of her rival Lady Jane Grey to the throne. When King Edward VI died on 6 July 1553, Lady Jane Grey was proclaimed queen four days later, first in Cheapside then in Fleet Street by two heralds, trumpets blowing before them. However, when popular support swung to Mary's side, the Lord Mayor of London and his councils accompanied by the Garter King of Arms, two other heralds, and four trumpeters returned to Cheapside to proclaim Mary's ascension as rightful queen instead. The College's excuse was that they were compelled in their earlier act by the Duke of Northumberland (Lady Jane's father-in-law, who was later executed), an excuse that Mary accepted.
The queen and her husband (and co-sovereign) Philip II of Spain then set about granting the College a new house called Derby Place or Derby House, under a new charter, dated 18 July 1555 at Hampton Court Palace. The house was built by Thomas Stanley, 1st Earl of Derby, who married Lady Margaret Beaufort in 1482 and was created the 1st Earl of Derby in 1485. The house was built in 1503 and was given to the Crown by the 3rd Earl in 1552/3 in exchange for some land. The charter stated that the house would: "enable them [the College] to assemble together, and consult, and agree amongst themselves, for the good of their faculty, and that the records and rolls might be more safely and conveniently deposited." The charter also reincorporated the three kings of arms, six heralds and all other heralds and pursuivants, and their successors, into a corporation with perpetual succession. A new seal of authority, with the College's full coat of arms was also engraved. On 16 May 1565, the name "the House of the Office of Arms" was used, thereafter in May 1566 "our Colledge of Armes", and in January 1567 "our House of the College of the office of arms".
Derby Place was situated in the parish of St Benedict and St Peter, south of St Paul's Cathedral, more or less on the College's present location. There are records of the heralds carrying out modifications to the structure of Derby Place over many years. However, little record of its appearance has survived, except the description that the buildings formed three sides of a quadrangle, entered through a gate with a portcullis on the west side. On the south range, roughly where Queen Victoria Street now stands, was a large hall on the western end. Derby Place's hearth tax bill from 1663, discovered in 2009 at the National Archives at Kew, showed that the building had about thirty-two rooms, which were the workplace as well as the home to eleven officers of arms.
The reign of Mary's sister Elizabeth I saw the College's privileges confirmed by an Act of Parliament in 1566. As well as the drawing up of many important internal statutes and ordinances for the College by Thomas Howard, Duke of Norfolk, the Earl Marshal, dated 18 July 1568. The long reign saw the College distracted by the many quarrels between Garter William Dethick, Clarenceux Robert Cooke and York Herald Ralph Brooke about their rights and annulments. Disputes in which the other officers also took part, often occurred among the lesser heralds against each other. Historian Mark Noble wrote in 1805, that these fights often involved the use of "every epithet that was disgraceful to themselves and their opponents." and that "Their accusations against each other would fill a volume." During these years, the College's reputation was greatly injured in the eyes of the public.
The reason behind these discords were laid on the imperfect execution of the reorganisation of the College in 1568 and the uncertainty over issue of granting arms to the new and emerging gentry of the era. An enquiry into the state of the College lasted for one year, finally reporting to William Cecil, Baron Burghley in 1596; as a consequence, many important measures of reform for the College were made in the reign of James I. Eventually, these animosities among the heralds in the College ended only after the expulsion of one and the death of another.
Civil War
When the English Civil War began in 1642 during the reign of King Charles I, the College was divided: three kings of arms, three heralds and one pursuivant sided with the King and the Royalists, while the other officers began to court the services of the Parliamentarian side. Nevertheless, the heralds petitioned Parliament in the same year, to protect their: "Books of Record, Registers, Entries, Precedents, Arms, Pedigrees and Dignities." In 1643 the heralds joined the King at Oxford, and were with him at Naseby and followed him on all of his campaigns. Sir Edward Walker the Garter King of Arms (from 1645) was even appointed, with the permission of Parliament, to act as the King's chief secretary at the negotiations at Newport. After the execution of Charles I, Walker joined Charles II in his exile in the Netherlands.
Meanwhile, on 3 August 1646 the Committee of Sequestration took possession of the College premises, and kept it under its own authority. Later in October, Parliament ordered the committee to directly remove those officers whose loyalties were with the King and to nominate their own candidates to fill these vacant offices. Those officers whose loyalty remained with the King were persecuted; first they were deprived of their offices, then of their emoluments, then a fine was imposed and some were even imprisoned. In spite of this, the institutional College was protected by the Parliamentarians, and their rights and work continued unabated. Edward Bysshe a Member of Parliament from Bletchingley was appointed Garter, thus "Parliament which rejected its King created for itself a King of Arms". During this time the heralds continued their work and were even present on 26 June 1657 at Oliver Cromwell's second installation ceremony as Lord Protector of the Commonwealth.
Survival
On 8 May 1660, the heralds at the command of the Convention Parliament proclaimed Charles II, King at Westminster Hall Gate. It was said that William Ryley, who was originally appointed Lancaster Herald by Charles I but then sided with Cromwell, did not even have a tabard with the Royal Arms, as his own had been "plundered in the wars". He had to borrow a decorative one from the tomb of James I in Westminster Abbey instead; the garment was duly returned the next day. The Restoration of Charles II annulled all the Acts of the Parliament and all the actions of the Lord Protector, without penalising any of their supporters (except for the regicides). Accordingly, all the grant of arms of the Commonwealth College was declared null and void. Furthermore, all heralds appointed during the Interregnum lost their offices, while those appointed originally by Charles I returned to their places. The exception was Edward Bysshe, who was removed as Garter, but was instead appointed Clarenceux in 1661, much to the chagrin of Garter Edward Walker.
In 1666 as the Great Fire of London swept through the city, Derby Place, the College's home since 1555, was completely gutted and destroyed. Fortunately the College's library was saved, and at first was stored in the Palace of Whitehall, then later moved to the Palace of Westminster, where a temporary office was opened in an apartment called the Queen's court. An announcement was also made in the London Gazette to draw public notice to the situation. Due to a shortage of funds, the planned rebuilding of a new College was delayed until 1670. It was then that Francis Sandford, the Rouge Dragon Pursuivant and Morris Emmett, the King's bricklayer, were together able to design and begin construction of a new structure on the old site. The costs of the rebuilding was financed in stages, and the structure was erected slowly in parts. The heralds contributed significantly out of their own pockets; at the same time, they also sought subscriptions among the nobility, with the names of contributors recorded into a series of splendid manuscripts known as the Benefactors Books.
By 1683 the College part of the structure was finished. The new building was built out of plain bricks of three storeys, with basement and attic levels in addition. The College consists of an extensive range of quadrangular buildings. Apart from the hall, a porter's lodge and a public office, the rest of the building was given over to the heralds as accommodation. To the east and south sides three terraced houses were constructed for leases, their façade in keeping with the original design. In 1699 the hall, which for some time had been used as a library, was transformed into the Earl Marshal's Court or the Court of Chivalry; it remains so to this day. In 1776 some stylistic changes were made to the exterior of the building and some details, such as pediments and cornices were removed, transforming the building to the then popular but austere Neo-Classical style.
The magnificent coronation of James II in 1685 saw the College revived as an institution of state and the monarchy. However, the abrupt end of his reign saw all but one of the heralds taking the side of William of Orange and Mary II in the Glorious Revolution. The period from 1704 to 1706 saw not a single grant of arms being made by the College; this nadir was attributed to the changes in attitude of the times. The Acts of Union 1707 between England and Scotland, in the reign of Anne did not affect the jurisdiction or the rights of the College. The College of Arms and the Court of the Lord Lyon were to exist side by side in their respective realms. However, in the matter of precedence; the Lord Lyon, when in England, was to take immediate precedence behind Garter King of Arms.
Comfortable decay
The Hanoverian succession to the throne of Great Britain led to reigns with less ceremony than in any since the incorporation of the heralds. The only notable incident for the college in this period, during the reign of George I, happened in 1727 when an impostor called Robert Harman pretended to be a herald. The knave was prosecuted by the College in the county of Suffolk, and was sentenced to be pilloried in several market towns on public market days and afterwards to be imprisoned and pay a fine. This hefty sentence was executed, proving that the rights of the College were still respected. In 1737, during the reign of George II the College petitioned for another charter, to reaffirm their rights and remuneration; this effort proved unsuccessful. Apart from these events the influence of the College was greatly diminished.
In 1742 a Sugar House was built against the wall of the College. This structure was a fire risk and the cause of great anxiety among the heralds. In 1775 the College Surveyor drew attention to this problem, but to no avail. In February 1800, the College was asked by a Select Committee of the House of Commons to report to them the state of public records; again the heralds drew attention to the proximity of the Sugar House. Members of the committee inspected the College premises and reported to the House that the College must either be moved to a new building or secured against the risk of fire. Again nothing was done; in 1812 water seeped through the walls of the College damaging records. The Surveyor traced the leak back to a shed recently erected by Alderman Smith, owner of the Sugar House, who declared his readiness to do everything he could, but who actually did very little to rectify the situation. After years of negotiation the College, in 1820, bought the Sugar House from Smith for the sum of £1,500.
Great financial strains placed upon the College during these times were relieved when the extravagant Prince Regent (the future George IV), granted to the College an annual endowment by Royal Warrant on 29 February 1820. This generous endowment from the crown, the first since 1555, was applied towards the reparation and support of the College. Despite the successes of the purchase of the Sugar House and the royal endowment, the College still looked upon the possibility of moving its location to a more suitable and fashionable place. John Nash was at the same time laying out his plans for a new London, and, in 1822, the College, through the Deputy Earl Marshal, asked the government for a portion of land in the new districts on which to build a house to keep their records. A petition from the College was given to the Lords of the Treasury setting out the herald's reason for the move: "that the local situation of the College is so widely detached from the proper scene of the official duties and occupations of Your Memorialists and from the residences of that class of persons by whom the records in their charge are chiefly and most frequently consulted."
Nash himself was asked by the College to design a new building near fashionable Trafalgar Square but Nash's elaborate plan proved too costly and ambitious for the College. At the same time the College also asked Robert Abraham to submit to them a second plan for the building. When Nash heard that another architect was approached behind his back he reacted vehemently, and attacked the heralds. The College nevertheless continued with their plans. However they were constantly beset by conflicts between the different officers over the amount needed to build a new building. By 1827 the college still had no coherent plan; the Duke of Norfolk ordered the College to drop the matter altogether. By 1842 the heralds were reconciled with their location and once again commissioned Abraham to build a new octagonal-shaped Record Room on the site of the old Sugar House.
In 1861 a proposal was made to construct a road from Blackfriars to the Mansion House; this would have resulted in the complete demolition of the College. However, protests from the heralds resulted in only parts of the south east and south west wings being sliced off, requiring extensive remodelling. The College was now a three-sided building with an open courtyard facing the New Queen Victoria Street laid out in 1866. The terrace, steps and entrance porch were also added around this time.
Reform
On 18 October 1869, a warrant for a commission of inquiry into the state of the College was established. The warrant issued on the behalf of the Duke of Norfolk, stated: "that it is desirable that the College of Arms should be visited, and an inquiry instituted with the view of ascertaining whether the Rules and Orders for the good government of the said College ... are duly obeyed and fulfilled ... and whether by change of circumstances or any other cause, any new Laws, Ordinances or Regulations are necessary to be made ... for the said College." The commission had three members: Lord Edward Fitzalan-Howard (the Deputy Earl Marshal), Sir William Alexander (Queen's Counsel) and Edward Bellasis (a Sergeant at Law). Sir Bernard Burke (of the famous Burke's Peerage), at the time Ulster King of Arms, gave the commission the advice that the College should: "be made a Government Department, let its Officers receive fixed salaries from Government, and let all its fees be paid into the public exchequer. This arrangement would, I am sure, be self-supporting and would raise at once the character of the Office and the status of the Heralds." Burke's suggestion for reform was the same arrangement that had already been applied to the Lord Lyon Court in Scotland in 1867, and was to be applied to his own office in 1871. However unlike the Lyon Court, which was a court of law and part of the Scottish Judiciary, the College of Arms has always been an independent corporate body overseen by the Earl Marshal. While the Lord Lyon depended on the Government for its reforms and statutes, the College has always been able to carry out changes from within itself. The commission also drew attention to the fees, annulments and library of the College, as well as the general modernisation of the chapter as a whole. When the commission made its report in 1870, it recommended many changes, and these were duly made in another warrant dated 27 April 1871. Burke's recommendation, however, was not implemented.
Despite the findings of this inquiry, the issues surrounding the status and position of the College continued. At the beginning of the 20th century these issues were once again brought to the forefront. In 1903 an inquiry was set up at the instructions of Arthur Balfour, soon to be Prime Minister. The committee of inquiry was to consist of eight members, Sir Algernon West was made chairman. They were tasked to investigate "the constitution, duties and administration of the Heralds' College". The main issues being the anomalous position of the College, who are theoretically officials of the Royal Household, but actually derive their income from fees paid by private individuals for their services. Some of the members of the committee (a minority) wanted (like Burke thirty-four years earlier) to make officers of the College of Arms into "salaried civil servants of the state". Despite concluding that some form of change was necessary, the inquiry categorically stated that any changes "is at the present time and in present circumstances impracticable." In 1905 the generous endowment from the Crown (as instituted by George IV) was stopped by the Liberal Government of the day as part of its campaign against the House of Lords and the class system.
A second inquiry was established in 1928 under the chairmanship of Lord Birkenhead. The inquiry was called soon after a secret memorandum, written in 1927, was circulated by the Home Office, criticising the constitution and workings of the heralds. The memorandum states that "They have, as will be seen from this memorandum, in many cases attempted to interfere with the exercise by the Secretary of State of his constitutional responsibility for advising the Crown", and that the College had "adopted practices in connection with matters within their jurisdiction which seem highly improper in themselves, and calculated to bring the Royal Prerogative into contempt." These accusations concern the actions of certain heralds, who overzealously advocate the cases of their paid clients, even against the opposition of the ministers of the day. Sir Anthony Wagner writes that "The officers of these departments, no doubt, in the overconfident way of their generation, esteemed the College an anachronistic and anomalous institution overdue for reform or abolition." The memorandum ended by saying that "the College of Arms is a small and highly organised luxury trade, dependent for its living on supplying the demand for a fancy article among the well to do: and like many such trades it has in very many cases to create the demand before it can supply it."
When the committee made their report in June 1928 they suggested several reforms to tackle the main issues which had brought the College into so much conflict with the Home Office. Firstly they concluded that the fees systems were adequate and no change was necessary in that regard. They justified this by stating that "placing all or even a few of the Officers on a fixed salary outweigh any advantages which might be expected to result from the change." Secondly they concluded that from now on the College was to be entirely subordinated to the Home Office, and that a standing inter-departmental committee be established to settle any future conflicts.
Present
In 1934, on the 450th anniversary of the incorporation of the College of Arms, an exhibition was held at the College of the heralds' principal treasures and other associated interests. The exhibition was opened by the Earl Marshal and ran from 28 June to 26 July, during which time it received more than 10,000 visitors, including the Duke (George VI) and Duchess of York (Elizabeth).
In 1939 at the beginning of the Second World War the College's records were moved to Thornbury Castle in Gloucestershire, the home of Major Algar Howard (the Norroy King of Arms). Meanwhile, on 10 and 11 May 1941 the College building was almost consumed by fire, which had already levelled all the buildings to the east of the College on Queen Victoria Street. The building was given up for lost, when a change in the wind saved it. At the end of the war, all of the records were returned safely to the College.
In 1943 the College was given new responsibilities when the office of Ulster King of Arms was annexed and combined with those of the Norroy King of Arms, creating a new office called Norroy and Ulster King of Arms; Sir Algar Howard thus became the first to hold this office.
Although the College building was saved from the war, its walls and roof were left in a perilous state. In 1954 a decision was forced upon heralds, whether to abandon the old building (which would have been profitable financially) or repair it on a scale far beyond the College's resources. Eventually with the help of the Ministry of Works and a public subscription, the building was repaired in time for the College's 4th centenary of being in possession of Derby Place. The present gates to the building were added in 1956, and came originally from Goodrich Court in Herefordshire. The new gates displayed the College's arms and crest.
In the year of the quincentenary of the incorporation of the College of Arms, the College held a special service of thanksgiving at St Benet's, Paul's Wharf (the College's official church since 1555) on 2 March 1984. The Kings of Arms, Heralds and Pursuivants, ordinary and extraordinary, of the College in full uniform processed from the College towards the church together with Queen Elizabeth II, the Duke of Norfolk, the Earl Marshal and the Earl of Arundel, the Deputy Earl Marshal.
On 5 February 2009 a fire broke out at the west wing on the third and fourth floor of the College building. Eight London Fire Brigade fire engines were able to bring the flames under control, in the meantime 35 people were evacuated from the building and a further 100 from adjacent buildings. No records or books of the College were damaged. Repairs to the smoke-damaged rooms and exterior brickwork were completed in December 2009.
Roles
Ceremonial
The College of Arms is a part of the Royal Household of the Sovereign of the United Kingdom, as such they accompany the monarch on various state occasions. These occasions are centred on the institution of the monarchy as the symbol of the state, and the expression of majesty and power through public pomp and ceremony. Presently the heralds turn out their full uniforms only twice a year; during the State Opening of Parliament and during the early summer at the Garter Service at Windsor Castle. The organisation and planning of all State ceremonies falls within the prerogative of the Earl Marshal, the College's chief. As a result, the heralds have a role to perform within every significant royal ceremony.
State Opening of Parliament takes place annually at the Houses of Parliament. The heralds, including both ordinary and extraordinary officers, form the front part of the Royal Procession, preceding the Sovereign and other Great Officers of State. The procession starts at the bottom of the Victoria Tower, then up the Norman Porch to the Robing Chamber. Once the Sovereign has put on the Imperial State Crown, the heralds lead the monarch once again through the Royal Gallery into the House of Lords, and remain with the monarch during the speech and accompany the monarch to the bounds of the Palace.
Garter Service or Garter Day is held every June on the Monday of Royal Ascot week. The annual service takes place at St George's Chapel, Windsor Castle. On this day new Companions of the Order of the Garter are personally invested with their insignia at the Throne Room of Windsor Castle by the Sovereign. All the members then have lunch, wearing their blue velvet robes and black velvet hats with white plumes at the Waterloo Chamber. Afterwards the members make their way on foot from the Upper Ward of the castle towards St George's Chapel. During their procession they are led by members of the College of Arms in their tabards, the Military Knights of Windsor and contingents of the Sovereign's Bodyguard. After the service, the members return to the Upper Ward by carriage. This ceremony is especially significant for the Garter King of Arms, the senior officer of the College, who is an officer of the Order.
The participation of these two annual ceremonies are considered the least time-consuming part of the herald's roles. However at other times they are involved in some of the most important ceremonies concerning the life of the British monarch. After the death of a Sovereign the Accession Council (made up of Privy Councillors and other officers such as the Lord Mayor of London) meets at St. James's Palace to make a formal proclamation of the accession of the next Sovereign. The traditional method of publishing the council's proclamation recognising the new monarch is by way of it being physically read out. This task is assigned to the various members of the College by way of the Earl Marshal, who receives the text of the proclamation from the council in person. The proclamation is to be read at several locations in London. Traditionally the first reading is made from the Friary Court balcony at St James's Palace. Another reading and ceremony is held at the Temple Bar. There a detachment of heralds, accompanied by troops of the Royal Horse Guards, formally demand admission to the precinct of the City of London from the City Marshall and City Remembrancer. The barrier, consisting of a silken rope (in place of the ancient bar) was then removed and the detachment would march forward to meet the Lord Mayor and City Sheriffs, where the proclamation would be read. Other readings by members of the College also occur at the corner of Chancery Lane, in Fleet Street, and at the Royal Exchange.
During the Coronation Ceremony, members of the College form part of the Royal procession as it enters Westminster Abbey. The members of the College walk in the procession in virtue of them being His Majesty's "Kings, Heralds and Pursuivants of Arms of England." They do so alongside their Scottish colleagues: the Lord Lyon, the Heralds and Pursuivants of Arms of the Lyon Court. The Garter King of Arms is usually placed next to the Lord Great Chamberlain in the procession, he has the duty of guiding, but not performing the ceremony. Garter's duties during the coronation ceremony are therefore not unlike those of a Master of Ceremonies. It is only during this ceremony that the Kings of Arms are allowed to wear their distinctive crowns, the only group of individuals, apart from the King and Queen, authorised to do so.
At State funerals the heralds once again take their place at the front of the royal procession as it enters the place of worship. Historically during the procession of royal funerals (usually of the Sovereign) the heralds would carry a piece of armour, representing the various marks of chivalry. These included the helm and crest, spurs, gauntlet, target (shield of arms), sword and a literal 'coat of arms' (a heraldic surcoat). This procession of chivalry was an integral part of the heraldic royal funeral. One of the most solemn role for the heralds during a royal funeral is the reading of the full list of the styles and titles of the deceased. On 9 April 2002, Garter King of Arms Peter Gwynn-Jones read out the full styles and titles of Queen Elizabeth, The Queen Mother at the end of her funeral service at Westminster Abbey.
Granting and proving descent of arms
The granting of armorial bearings (coat of arms) within the United Kingdom is the sole prerogative of the British monarch. However, the monarch has delegated this power to two authorities: the Lord Lyon, with jurisdiction over Scotland, and the College of Arms, over England, Wales and Northern Ireland. Under the latter's jurisdiction, the right to arms is acquired exclusively either by proving descent in an unbroken male-line from someone registered as so entitled or by a new grant from the King of Arms. Technically, however, arms can also be gained by a grant from the Crown, by prescription (meaning in use since time immemorial), by succeeding to an office, or by marriage. The descent of arms follows strongly the Law of heraldic arms, which is a branch of English law, interpreted by civil lawyers in the Court of Chivalry. Sir Edward Coke in his Commentary upon Littleton (1628) wrote that "gentry and armes is the nature of gavelkinde, for they descend to all the sonnes." Arms in England, therefore descend to all of the male lines, and not just the most senior alone (unlike in Scotland).
When a new grant of arms is to be made, it is granted through Letters Patent. The Crown delegates all of this authority to the King of Arms, however before any letters can be issued they must have a warrant from the Earl Marshal agreeing to the granting of arms. This has been the case since 1673, when the authority of the Earl Marshal, which the heralds had challenged, was established by a royal declaration stating, among other things, that no patents of arms should be granted without his consent. This established the present system whereby royal authority to approve candidates for grants of arms is exercised by the Earl Marshal, and royal authority to grant the arms themselves is exercised by the Kings of Arms. Firstly a petition is submitted, called a memorial, to the Earl Marshal. This memorial will be drawn up for the petitioner by an officer of arms, if it is felt that such a petition would be accepted. Currently there are no set criteria for eligibility for a grant of arms, the College recommends that "awards or honours from the Crown, civil or military commissions, university degrees, professional qualifications, public and charitable services, and eminence or good standing in national or local life" will be taken into account.
In the past this issue of eligibility has been a source of great conflict between the heralds; such submissions are made on an officer for clients basis, which meant some 'unsuitability' was ignored in lieu of profit by past officers. Suitability rested on the phrase "eminent men", originally the test applied was one of wealth or social status, as any man entitled to bear a coat of arms was expected to be a gentleman. By 1530, the heralds applied a property qualification, requiring successful candidates for a grant of arms to have an income from land of £10 per annum, or movable wealth of £300. However this was not always the case, in 1616 Ralph Brooke, York Herald, tricked Garter King of Arms, William Segar, into granting a coat of arms to Gregory Brandon, a common hangman, for a fee of 22 shillings. When the king found out he had them both imprisoned at Marshalsea, they were freed a few days later.
The fee for the grant of arms is due when the memorial is submitted, the amount being laid out in the Earl Marshal's Warrant. As of 1 January 2023 the fees for a personal grant of arms, including a crest is £8,050, a grant to a non-profit body is £16,455 and to a commercial company is £24,510. This grant may include a grant of a badge, supporters or a standard, depending on the letters pattent. The fees mainly go towards commissioning the artwork and calligraphy on the vellum Letters Patent, which must be done by hand and is in a sense a work of art in itself, plus other administrative costs borne by the heralds, and for the upkeep of the College.
Once the Earl Marshal has approved the petition he will issue his Warrant to the King of Arms, this will allow them to proceed with the granting of the arms. It is during this stage that the designing and formation of the arms begin. Although the King of Arms has full discretion over the composition of the arms, he will take into full account the wishes of the applicant. These will include allusions and references to the applicant's life and achievements. The design of any new coat of arms must abide by all the rules of heraldry as well as being entirely original and distinct from all previous arms recorded at the College's archives. A preliminary sketch will then be approved and sent to the petitioner for approval.
As soon as the composition of the blazon is agreed to by both parties a final grant could then be created. This takes the form of a handmade colourfully illuminated and decorated Letters Patent. The letter is written and painted in vellum by a College artist and scrivener. The grant is then signed and sealed by the King of Arms, it is then handed to the petitioner, authorising the use of arms blazoned therein as the perpetual property of himself and his heirs. A copy of the grant is always made for the College's own register.
Once granted, a coat of arms becomes the hereditary and inheritable property of the owner and his descendants. However, this can only be so if the inheritor is a legitimate male-line descendant of the person originally granted with the arms. To establish the right to arms by descent, one must be able to prove that an ancestor had his arms recorded in the registers of the College. If there is a possibility of such an inheritance, one must first make contact with an officer-in-waiting at the College, who could then advise on the course of action and the cost of such a search. The research into a descent of arms requires details of paternal ancestry, which will involve the examination of genealogical records. The first step involve a search of the family name in the College's archives, as coats of arms and family name has no connection, the officer could prove, through this method, that there is in fact no descent. However, if a connection is found a genealogical research outside of the College's archives would then be undertaken to provide definitive evidence of descent from an armigerous individual.
Change of names
The College of Arms is also an authorised location for enrolling a change of name. In common law there is no obligation to undergo any particular formality to change one's name. However, it is possible to execute a deed poll, more specifically a deed of change of name, as a demonstration of intention to adopt and henceforth use a new name, and deeds poll may be enrolled either in the High Court or in the College. On being enrolled the deed is customarily 'gazetted', that is published in the London Gazette. The deed poll is not entered on the registers, but is still published, if the name change only affects one's given name.
Change of name and arms
It is also possible to change one's coat of arms, with or without adopting or appending a new surname, by Royal Licence, that is to say a licence in the form of a warrant from the Crown directed to the Kings of Arms instructing them to exemplify the transferred arms or a version of them to the licensee in his or her new name. Royal Licences are issued on the advice of Garter King of Arms and are usually dependent on there being some constraining circumstances such as a testamentary injunction (a requirement in a will) or a good reason to wish to perpetuate a particular coat of arms. The Royal Licence is of no effect until and unless the exemplification is issued and recorded in the College. Royal Licences are gazetted and make a deed poll unnecessary.
Genealogical records
Due to the inheritable nature of coats of arms the College have also been involved in genealogy since the 15th century. The College regularly conduct genealogical research for individuals with families in the British Isles of all social classes. As the College is also the official repository of genealogical materials such as pedigree charts and family trees. The College's extensive records within this realm of study dates back over five centuries. An individual could, if he so wishes, have his family's pedigree placed inside the College's records. This would require the services of an officer of the College who would then draft a pedigree. The officer would ensure that the pedigree was in the correct format and also advise the client on the documentary evidences necessary to supports such a draft. After this is done, the officer would submit the pedigree to a chapter of two other officers, who would then examine the pedigree for any mistakes or in some cases demand more research. After this examination is completed the pedigree would then be scrivened and placed into the pedigree register of the College.
Roll of the Peerage
The House of Lords Act 1999 removed the automatic right of hereditary peers to a seat in the House of Lords. Prior to the passage of this Act, anyone succeeding to a title in the peerage of England, Scotland, Ireland, Great Britain and the United Kingdom, would prove their succession by a writ of summons to Parliament. All peers receiving such writs were enrolled in the Register of Lords Spiritual and Temporal, a document maintained by the Clerk of the Parliaments. As a result of the Act, the Register of Lords Spiritual and Temporal only records the name of life peers and the 92 hereditary peers left in the House of Lords. This meant that the register was incomplete as it excludes most of the other hereditary peers, who are not part of the House of Lords.
On 1 June 2004 a Royal Warrant issued by Queen Elizabeth II states "that it is desirable for a full record to be kept of all of Our subjects who are Peers", this new record would be named the Roll of the Peerage. The warrant was later published in the London Gazette on 11 June 2004. The warrant handed the responsibility of maintaining the roll to the Secretary of State for Constitutional Affairs, in 2007 this responsibility was assumed by the Crown Office within the newly created Ministry of Justice. The warrant also stipulated that the Secretary of State would act in consultation with the Garter King of Arms and the Lord Lyon King of Arms. The roll would then be published by the College of Arms; currently an online edition is available.
Outside the UK
The College of Arms states that it is the "official heraldic authority for England, Wales, Northern Ireland and much of the Commonwealth including Australia and New Zealand". The position of New Zealand Herald Extraordinary was established in 1978, subordinate to the Garter Principal King of Arms. However, the official status of the college in Australia has not been confirmed by the federal government. The Department of the Prime Minister and Cabinet advised in 2018 that grants from the College of Arms were "well established as one way Australians can obtain heraldic insignia if they wish to do so", but that they had the same status as those by "a local artist, graphics studio or heraldry specialist". The policy of the Australian Heraldry Society is that the College of Arms does not have official heraldic authority over Australia, but that the federal government should establish a national body equivalent to the Canadian Heraldic Authority or South Africa's Bureau of Heraldry.
Earl Marshal
The Earl Marshal is one of the Great Officers of State, and the office has existed since 1386. Many of the holders of the office have been related to each other; however, it was not until 1672 that the office became fully hereditary. In that year Henry Howard was appointed to the position by King Charles II. In 1677 he also succeeded to the Dukedom of Norfolk as the 6th Duke, thus combining the two titles for his successors.
The office originates from that of Marshal, one of the English monarch's chief military officers. As such he became responsible for all matters concerning war and together with the Lord High Constable held the joint post as judges of the Court of Chivalry. After the decline of medieval chivalry, the role of Earl Marshal came to concern all matters of state and royal ceremonies. By the 16th century this supervision came to include the College of Arms and its heralds. Thus the Earl Marshal became the head and chief of the College of Arms; all important matters concerning its governance, including the appointment of new heralds, must meet with his approval. The Earl Marshal also has authority over the flying of flags within England and Wales, as does Lord Lyon King of Arms in Scotland. The Officers of Arms at the College of Arms maintain the only official registers of national and other flags and they advise national and local Government, and other bodies and individuals, on the flying of flags.
Court of Chivalry
The High Court of Chivalry or the Earl Marshal's Court is a specialised civil court in England, presided over by the Earl Marshal. The first references made about the court was in 1348. The court has jurisdiction over all matters relating to heraldry as it legalises and enforce decisions of the College of Arms. The court considers all cases relating to questions of status, including disputes over social rank and the law of arms, for example complaints on the infringement of the use of another individual's coat of arms. The Court of Chivalry meets on the premises of the College of Arms, however the last time it met was in 1954, the first time in 230 years.
Heralds of the College
The College of Arms is a corporation of thirteen heralds, styled Officers in Ordinary. This thirteen can be divided hierarchically into three distinctive ranks: three Kings of Arms, six Heralds of Arms and four Pursuivants of Arms. There are also presently seven Officers Extraordinary, who take part in ceremonial occasions but are not part of the College. As members of the Royal Household, the heralds are appointed at the pleasure of the Sovereign on the recommendation of the Earl Marshal. The Officers in Ordinary are appointed by Letters Patent under the Great Seal of the Realm, and the Officers Extraordinary by Royal Sign Manual; all appointments are announced in the London Gazette.
All of the officers in Ordinary of the College were first instituted at different dates (some even before the incorporation of the College), some originating as private servants of noblemen, some being Royal from the start. They take their names and badges from the titles and royal badges of the monarchs of England. The officers Extraordinary, however take their names from the titles and estates of the Earl Marshal, they were also created at different dates for ceremonial purposes.
Wages
The College is almost entirely self-financed, and is not a recipient of any regular public funding. Its officers do have official salaries, which are paid for by the Crown. The salaries of the officers were raised during the reign of King James I, but were reduced under William IV. These salaries per annum reflected the living costs of the day; however today the amount is seen only as nominal payment. In addition to their official duties, the heralds have for many centuries undertaken private practice in heraldry and genealogy, for which professional fees are charged. HM Treasury pays Garter King of Arms for work undertaken for the Government. As of 27 January 2021, the payments made to Sir Thomas Woodcock, since his appointment as Garter totalled £651,515. Additionally, since 2018, the Treasury has provided Garter with an expenses fund of £35,000 per annum to cover business expenses such as secretarial support, cleaning and postage. As of 27 January 2021, Garter has received £74,579.02 to cover expenses.
Uniforms
The most recognisable item of the herald's wardrobe has always been their tabards. Since the 13th century, records of this distinctive garment were apparent. At first it is likely that the herald wore his master's cast-off coat, but even from the beginning that would have had special significance, signifying that he was in effect his master's representative. Especially when his master was a sovereign prince, the wearing of his coat would haven given the herald a natural diplomatic status. John Anstis wrote that: "The Wearing the outward Robes of the Prince, hath been esteemed by the Consent of Nations, to be an extraordinary Instance of Favour and Honour, as in the Precedent of Mordecai, under a king of Persia." The last King of England to have worn a tabard with his arms was probably King Henry VII. Today the herald's tabard is a survivor of history, much like the judges' wigs and (until the last century) the bishop's gaiters.
The tabards of the different officers can be distinguished by the type of fabric used to make them. A tabard of a King of Arms is made of velvet and cloth of gold, the tabard of a Herald of satin and that of a Pursuivant of damask silk. The tabards of all heralds (Ordinary and Extraordinary) are inscribed with the Sovereign's royal arms, richly embroidered. It was once the custom for pursuivants to wear their tabards with the sleeves at the front and back, in fact in 1576 a pursuivant was fined for presuming to wear his tabard like a herald but this practice was ended during the reign of James II. Until 1888 all tabards were provided to the heralds by the Crown, however in that year a parsimonious Treasury refused to ask Parliament for funds for the purpose. Ever since then heralds either paid for their own tabards or bought the one used by their predecessors. The newest tabard was made in 1963 for the Welsh Herald Extraordinary. A stock of them is now held by the Lord Chamberlain, from which a loan "during tenure of office" is made upon each appointment. They are often sent to Ede & Ravenscroft for repair or replacement. In addition, heralds and pursuivants wear black velvet caps with a badge embroidered.
Apart from the tabards, the heralds also wear scarlet court uniforms with gold embroidery during formal events; with white breeches and stockings for coronations and black for all other times together with black patent court shoes with gold buckles (the Scottish heralds wear black wool serge military style trousers with wide gold oak leaf lace on the side seams and black patent ankle boots; or for women, a long black skirt). The heralds are also entitled to distinctive sceptres, which have been a symbol of their office since the Tudor period. In 1906 new sceptres were made, most likely the initiative of Sir Alfred Scott-Gatty. These take the form of short black batons with gilded ends, each with a representation of the badges of the different offices of the heralds. In 1953 these were replaced by white staves, with gilded metal handles and at its head a blue dove in a golden coronet or a "martinet". These blue martinets are derived from the arms of the College. Another of the heralds' insignia of office is the Collar of SS, which they wear over their uniforms. During inclement weather, a large black cape is worn. At state funerals, they would wear a wide sash of black silk sarsenet over their tabards (in ancient times, they would have worn long black hooded cloaks under their tabards).
The three Kings of Arms have also been entitled to wear a crown since the 13th century. However, it was not until much later that the specific design of the crown was regulated. The silver-gilt crown is composed of sixteen acanthus leaves alternating in height, inscribed with a line from Psalm 51 in Latin: Miserere mei Deus secundum magnam misericordiam tuam (translated: Have mercy on me O God according to Thy great mercy). Within the crown is a cap of crimson velvet, lined with ermine, having at the top a large tuft of tassels, wrought in gold. In medieval times the king of arms were required to wear their crowns and attend to the Sovereign on four high feasts of the year: Christmas, Easter, Whitsuntide and All Saint's Day. Today, the crown is reserved for the most solemn of occasions. The last time these crowns were worn was at the coronation of King Charles III and Camilla in 2023. At other times, kings of arms wear a black bicorne trimmed with white ostrich feathers when performing duties outdoors, or a black velvet cap, depending on circumstances of occasion.
The New Zealand Herald of Arms Extraordinary is a special case when it comes to uniform. Although they do wear the tabard, they only do so when in the UK performing duties. When in New Zealand, they simply wear morning dress as official uniform, together with their chains and baton.
Qualifications
There are no formal qualifications for a herald, but certain specialist knowledge and discipline are required. Most of the current officers are trained lawyers and historians. Noted heraldist and writer Sir John Ferne wrote in The Glory of Generositie in 1586 that a herald "ought to be a Gentlemen and an Old man not admitting into that sacred office everie glasier, painter & tricker, or a meere blazonner of Armes: for to the office of a herald is requisite the skill of many faculties and professions of literature, and likewise the knowledge of warres." Some of the greatest scholars and eminent antiquarians of their age were members of the College, such as Robert Glover, William Camden, Sir William Dugdale, Elias Ashmole, John Anstis, Sir Anthony Wagner and John Brooke-Little.
Even with these examples, many controversial appointments were made throughout the College's history. For example, in 1704 the architect and dramatist Sir John Vanbrugh was appointed Clarenceux King of Arms, although he knew little of heraldry and genealogy and was known to have ridiculed both. Nevertheless, he was also described as "possibly the most distinguished man who has ever worn a herald's tabard." Noted antiquarian William Oldys, appointed Norroy King of Arms in 1756, was described as being "rarely sober in the afternoon, never after supper", and "much addicted to low company".
List of heralds
Officers in Ordinary
Officers Extraordinary
Armorial achievement of the College
See also
Other institutions linked to the College of Arms
St Benet Paul's Wharf – The official church of the College
Heralds' Museum – Former museum displaying objects from the College, situated within Waterloo Barracks, Tower of London (now closed).
White Lion Society – founded in 1986 as a society to benefit the College of Arms through donations of useful items and publications.
Similar heraldic authorities in other parts of the world
Court of the Lord Lyon – Scotland, United Kingdom
Canadian Heraldic Authority – Canada
Genealogical Office – Republic of Ireland
Council of Heraldry and Vexillology - French Community, Belgium
Flemish Heraldic Council – Flemish Community, Belgium
Bureau of Heraldry – South Africa
National Archives of Sweden
United States Army Institute of Heraldry
The Heraldry Society – An organisation devoted to the studying of heraldry
Subjects under the jurisdiction of the College
English heraldry
Welsh heraldry
Notes
References
Citations
Bibliography
Further reading
External links
College of Arms Trust
The National Archives' page for the College of Arms
The White Lion Society
College of Arms Foundation USA
The Heraldry Society
1484 establishments in England
Buildings and structures completed in 1683
Former houses in the City of London
Government agencies established in 1484
Grade I listed buildings in the City of London
Heraldic authorities
Organisations based in the City of London
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https://en.wikipedia.org/wiki/Texas%20Christian%20University
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Texas Christian University
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Texas Christian University (TCU) is a private research university in Fort Worth, Texas. It was established in 1873 by brothers Addison and Randolph Clark as the AddRan Male & Female College. It is affiliated with the Christian Church (Disciples of Christ).
The campus is located on about 10 miles (5 km) from downtown Fort Worth. TCU is affiliated with, but not governed by, the Disciples of Christ. The university consists of nine constituent colleges and schools and has a classical liberal arts curriculum. It is classified among "R2: Doctoral Universities – High research activity".
TCU's mascot is Superfrog, based on the Texas state reptile: the horned frog. For most varsity sports, TCU competes in the Big 12 conference of the NCAA's Division I. As of Fall 2021, the university enrolls around 11,938 students, with 10,222 being undergraduates.
History
Origins in Fort Worth, 1869–1873
The East Texas brothers Addison and Randolph Clark, with the support of their father Joseph A. Clark, first founded Texas Christian University. The Clarks were scholar-preacher/teachers associated with the Restoration Movement. These early leaders of the Restoration Movement were the spiritual ancestors of the modern Disciples of Christ and the Churches of Christ, as well as being major proponents of education.
Following their return from fighting for the Confederacy in the Civil War, brothers Addison and Randolph established a children's preparatory school in Fort Worth. This school, known as the Male & Female Seminary of Fort Worth, operated from 1869 to 1874. Both Clarks nourished a vision for an institution of higher education that would be Christian in character, but non-sectarian in spirit and intellectually open-minded. They purchased five blocks of land in downtown Fort Worth in 1869 for that purpose.
But from 1867 to 1874, the character of Fort Worth changed substantially due to the commercial influence of the Chisholm Trail, the principal route for moving Texas cattle to the Kansas rail heads. A huge influx of cattle, men, and money transformed the sleepy frontier village into a booming, brawling cowtown. The area around the property purchased by the Clarks for their college soon became the town's vice district, an unrelieved stretch of saloons, gambling halls, dance parlors, and bawdy houses catering to the rough tastes of the Chisholm Trail cowboys. Its rough and rowdy reputation had, by 1872, acquired it the nickname of "Hell's Half Acre" (the heart of which is today occupied by the Fort Worth Convention Center and the Fort Worth Water Gardens).
The Clarks feared that this negative environment undermined the fledgling university's mission. They began to look for an alternative site for their college, and they found it at Thorp Spring, a small community and stagecoach stop in Hood County to the southwest near the frontier of Comanche and Kiowa territory.
Move to Thorp Spring, 1873–1895
In 1873 the Clark brothers moved South to Thorp Spring and founded Add-Ran Male & Female College. TCU recognizes 1873 as its founding year, as it continues to preserve the original college through the AddRan College of Liberal Arts.
Add-Ran College was one of the first coeducational institutions of higher education west of the Mississippi River, and the very first in Texas. This was a progressive step at a time when only 15% of the national college enrollment was female and almost all were enrolled at women's colleges.
At Thorp Spring the fledgling college expanded quickly. The inaugural enrollment in Fall 1873 was 13 students, though this number rose to 123 by the end of the first term. Shortly thereafter, annual enrollment ranged from 200 to 400. At one time more than 100 counties of Texas were represented in the student body. The Clark brothers also recruited prestigious professors from all over the South to join them at Thorp Spring. The standards of the school and the efficiency of its work came to be recognized throughout the United States, and many graduates were welcomed at universities throughout the country.
In 1889 Add-Ran College formed an official partnership with what would become the Christian Church (Disciples of Christ). This relationship with the church was a partnership of heritage and values, though the church never enjoyed any administrative role at TCU. Later that year the Clark brothers handed over all land, buildings, and assets and allowed the growing university to continue as a private institution; their only compensation was a request that their descendants should have free tuition (though this stipulation was never enforced).
In keeping with the transition, in 1889 the school was renamed Add-Ran Christian University, though by this time it had quite outgrown the property.
Move to Waco, roots of rivalry, 1895–1910
The need for a larger population and transportation base prompted the university to relocate to Waco from 1895 to 1910; it purchased the campus of the defunct Waco Female College. The institution was renamed Texas Christian University in 1902, though almost immediately it was dubbed as its acronym TCU. It was during this 15-year sojourn in Waco that TCU in 1896 entered the ranks of intercollegiate football and adopted its school colors of purple and white, as well as its distinctive Horned Frog mascot. This also laid the groundwork for the rivalry between TCU and cross-town school in Waco, Baylor University. "The Revivalry" - as the rivalry is known on both sides - is the most even rivalry in collegiate football at any level, with the series currently led by TCU 55–52–7, and with neither school ever enjoying more than an eight-game win streak; TCU won the eight consecutive games from 1964 to 1971 and Baylor won eight consecutive from 1974 from 1981.
Return to Fort Worth, 1910–present
In 1910 a fire of unknown origin destroyed the university's Main Administration building. A rebuilding project was planned, but before reconstruction could begin, a group of enterprising Fort Worth businessmen offered the university $200,000 in rebuilding money ($5,114,505.00 in 2018 currency) and a campus as an inducement to return to Fort Worth. This move brought TCU home to the source of its institutional roots and completed its 40-year transition from a frontier college to an urban university.
The TCU campus at its present location in Fort Worth in 1910–11 consisted of four buildings: Clark Hall and Goode Hall, the men's dormitories; Jarvis Hall, the women's dormitory; and the Main Administration building (now Reed Hall).
Two of these four original buildings still remain: Reed Hall (originally the Main Administration building) and Jarvis Hall (originally a women's dormitory, but since renovated as an administrative building). Goode Hall was demolished in 1958 and replaced by the new Clark Hall, originally a men's dormitory. It was renovated in 2008 as a coed residence hall. The original Clark Hall was demolished in 1959 and replaced by Sadler Hall, the current main administration building.
The university received its first and a huge charitable endowment in 1923, from Mary Couts Burnett, the recent widow of Samuel Burk Burnett, a rancher, banker, and oilman. Married in 1892, Mary Couts came to believe that her husband was trying to kill her and she sought a divorce. Instead, Burk Burnett had his wife committed to a mental asylum, where she struggled for more than 10 years to regain her freedom. With the help of her physician, she eventually succeeded and was released in 1922, only to find that her husband had recently died and left her nothing.
She challenged the will and eventually secured half of her late husband's estate ($4 million, worth $80.3 million in 2018 currency). The long years of incarceration had taken a toll on Couts Burnett and people worried about her health. In her 1923 will, she bequeathed her entire estate, including a half-interest in the gigantic 6666 ("Four Sixes") Ranch, to TCU. She died in 1924, and about 100 female students from TCU attended her funeral in honor of her gift. She lived long enough to see construction begin on the TCU building that today bears her name, the Mary Couts Burnett Library.
The Mary Couts Burnett Library was built on the site of the school's first athletic field, Clark Field, a cinder track with a baseball diamond. Clark Field was moved to the west of the Library. Since their first season of play in 1896, the TCU football team had gained increasing attention and success every year and joined the Southwest Conference in 1923. In 1928 the school received a private donation from local newspaper magnate and philanthropist Amon G. Carter, and in 1930 the school opened Amon G. Carter Stadium, where the TCU football team still plays.
Campus
TCU's campus sits on of developed campus (325 acres total) which is located four miles (6.5 km) from downtown Fort Worth.
The TCU campus is divided into roughly three areas: a residential area, an academic area, and Worth Hills. The two main areas of campus, the residential and academic areas, are separated by University Drive, an oak-lined street that bisects the campus. Residence halls, the Student Union, and the Campus Commons are all located to the West of University Drive, while the library, chapel, and most academic buildings are located to the East of it. All of TCU's surrounding streets are lined by live oaks.
A third area of campus, known as Worth Hills, lies to the west across Stadium Drive and adjacent to the football stadium. Worth Hills is home to all of the university's fraternity and sorority houses, though plans to move all Greek housing to a new location have been underway for several years. As of 2021, three new sophomore, junior, and senior dormitories have been built, which are Hays Hall, Arnold Hall, and Richards Hall.
Roughly half of TCU undergraduate students live on campus. Housing is divided among 16 residence halls and on-campus apartment complexes. Students are required to live in an on-campus residence hall, most of which are co-ed, for at least their freshman and sophomore years.
The neo-classical beaux-arts architecture at TCU incorporates features consistent with much of the Art Deco-influenced architecture of older buildings throughout Fort Worth. Most of the buildings at TCU are constructed with a specially blended golden brick tabbed by brick suppliers as "TCU buff." Nearly all of the buildings feature red-tile roofs, while the oldest buildings on campus, including Jarvis Hall, Sadler Hall, and the Bailey Building, are supported by columns of various styles.
A notable exception to this rule is Robert Carr Chapel, which was the first building on campus to be constructed of bricks other than TCU buff. The chapel is built of a distinctive salmon-colored brick, a deviation that caused alumni to protest when the building opened in 1953.
TCU is home to the Starpoint School, a laboratory school for students in grades 1–6 with learning differences. Starpoint's goal is to develop advanced educational techniques for helping students with learning disabilities. KinderFrogs School, an early-intervention laboratory pre-school for children with Down syndrome, is housed in the same building as Starpoint. TCU is the only university in the nation with two on-campus laboratory schools in special education. The laboratory schools, both programs of the College of Education, are located near Sherley Hall and Colby Hall.
Since 2006, much of the campus has been under construction, and many buildings have been either renovated or replaced. The old Student Center was demolished in 2008 and replaced with Scharbauer Hall, which opened in 2010 and houses the bulk of AddRan College's offices and classrooms. Construction is also currently underway to renovate the dance building, and a new academic building for Brite Divinity School is being erected behind the Religion Complex. A major renovation of the library and a new residence hall are also planned.
The 717-seat, $10 million Van Cliburn Concert Hall at TCU opened in April 2022 with a month of celebration events, as part of the $53 million TCU Music Center which opened in 2020. It joins the existing TCU concert halls Ed Landreth Hall and PepsiCo Recital Hall. Van Cliburn Concert Hall will be the early round venue for the June 2022 Sixteenth Van Cliburn International Piano Competition, returning the competition to TCU's campus where it was first held in 1962 as the First Van Cliburn International Piano Competition.
Academics
Admissions
Undergraduate
The 2022 annual ranking of U.S. News & World Report categorizes TCU as "more selective". For the Class of 2025 (enrolled fall 2021), TCU received 19,782 applications and accepted 10,606 (53.6%). Of those accepted, 2,560 enrolled, a yield rate (the percentage of accepted students who choose to attend the university) of 24.1%. TCU's freshman retention rate is 91.3%, with 83% going on to graduate within six years.
TCU also enrolls a high percentage of transfer students. Roughly 20 percent of TCU's annual incoming undergraduate class consists of transfer students.
The enrolled first-year class of 2025 had the following standardized test scores: the middle 50% range (25th–75th percentile) of SAT scores was 1140–1345, while the middle 50% range of ACT scores was 26–31.
The university experienced a record number of applicants in 2011, when over 19,000 students applied (a 5,000-student increase from 2010). The applicant pool also set a record with 60% applicants from out of state, whereas usually 1/3 of applicants were from out-of-state. While heightened national recognition due to TCU's victory in the 2011 Rose Bowl is one contributing factor, the university has experienced a steady growth for some time. In 2000, only 4,500 students applied.
High school seniors who have been accepted must maintain solid academic performance senior year during the spring and not show signs of senioritis; in 2012, the admissions dean sent letters to 100 college-bound seniors asking them to explain poor performance senior year, and threatening to rescind offers of admission without satisfactory letters of explanation for the slump.
Rankings
TCU is classified as a Doctoral University: Higher Research Activity by the Carnegie Foundation. TCU is accredited by the Southern Association of Colleges and Schools. As of 2023, TCU is ranked by U.S. News & World Report as No. 98 among National Universities.
Academic divisions
The university offers 117 undergraduate majors, 62 master's programs, and 25 doctoral programs. Among the university's most popular majors are Business, which accounts for roughly 25% of TCU undergraduates, and Journalism/Strategic Communications, which accounts for roughly 20% of TCU undergraduates. Nursing and Education are also popular majors, and many students choose to major in more than one field.
The Neeley School of Business is among the nation's most respected business schools. The Neeley School was recently ranked as the No. 28 best undergraduate business school in the country by Bloomberg Businessweek. It continues to expand following a $500,000 donation from Alumni Abe Issa for the construction the Abe Issa Field Sales Lab which will be located within the future Neeley Sales and Consumer Insights Center in the Spencer and Marlene Hays Business Commons.
TCU has always been an educational partner to the US military and serves host to reserve officer training corps (ROTC) programs for two different service branches, the US Air Force ROTC's Detachment 845 "Flying Frogs" and the US Army ROTC's "Horned Frog Battalion". Each year, approximately 3% of TCU's graduating seniors go on to serve as commissioned officers in the US armed forces.
During World War II, TCU was one of 131 colleges and universities nationally that took part in the V-12 Navy College Training Program which offered students a path to a Navy commission.
AddRan College of Liberal Arts
Bob Schieffer College of Communication
College of Education
College of Fine Arts
College of Science and Engineering
Harris College of Nursing and Health Sciences
M. J. Neeley School of Business
Anne Burnett Marion School of Medicine
School of Interdisciplinary Studies
John V. Roach Honors College
In addition, TCU hosts the Brite Divinity School, a separate institution run by the Disciples of Christ that is housed on TCU's campus and whose students have full access and use of TCU facilities. In 2015, TCU and the University of North Texas Health Science Center announced the creation of an MD-granting medical school jointly administered by the two institutions. The school accepted its first class of 60 students in 2019 with plans for 240 students when fully enrolled.
This university operates the 450-acre southern white rhinoceros preserve, African Rhino Protection Initiative. Doctor Michael Slattery established it in 2014.
Student life
Student body
The student population at TCU in 2020–2021 was 11,379, with 9,704 undergraduates and 1,675 graduate students. Women make up about 58% of the student population, while men make up about 42%. Undergraduates matriculate from all fifty states led by Texas at 54%.
The fields of nursing, education, and advertising-public relations tend to be the majors that attract the most women, while business, political science, and a host of liberal arts majors are more balanced. A few areas of study at TCU, such as engineering and the sciences, are typically disproportionate with men, though even in those areas the percentage of female students tends to be higher than those of other comparable universities.
The student and faculty populations are overwhelmingly non-Hispanic white, but the minority population has seen increased rates over the past few years, especially for Hispanics. The school has also tried to achieve stronger diversity by hosting "Black Senior Weekend", "Hispanic Senior Experience", and offering full scholarships to a select number of exceptional minority high school students in North Texas with economically disadvantaged backgrounds.
Student organizations and events
TCU sponsors over 200 official student organizations including Amnesty International, Habitat for Humanity, Invisible Children and others. Students may also compete in intramural sports including basketball and shuffleboard, or join various other sport-hobby groups, such as the TCU Quidditch League.
Many students involve themselves in various campus ministries, such as Disciples on Campus, a Christian Church (Disciples of Christ) student group. Other groups include Ignite, a nondenominational campus ministry; Catholic Community, a large and active group; TCU Wesley, a Methodist group; the Latter-Day Saint Student Association (LDSSA); and Cru, a nondenominational evangelical student ministry. Most religious groups on campus are Christian-based, although TCU also sponsors Hillel, a Jewish student group, and the Muslim Students Association (MSA). Additionally, each year TCU Housing and Residential Life allows students to apply to live in the Interfaith Living Learning Community (LLC), in which the residents spend the year living alongside neighbors of various religious beliefs.
At the beginning of each fall semester, TCU's student government holds a large concert on the Campus Commons. In 2008, TCU celebrated completion of the Brown-Lupton Union by hosting popular country artist Pat Green. In Fall of 2009, it held a concert by OneRepublic following a football victory over Texas State. Lady Antebellum performed in 2010, and The Fray in 2011. Blake Shelton performed in 2012, Little Big Town in 2013 and Jason Derulo performed in the campus commons in 2014. These fall concerts are free to all students.
Student media
The Bob Schieffer College of Communication circulates a number of student-run publications:
"Skiff x 360" (Skiff by 360), previously The Daily Skiff, is TCU's weekly newspaper founded in 2013 in association with tcu360. The original daily was published since 1902. The weekly publication is published on Thursdays.
TCU360.com, founded in July 2011, is the online news platform that hosts original 360 content as well as content from all the other student media platforms.
Image Magazine is TCU's student magazine, published once a semester and focuses on investigative, in-depth campus issues.
The Horned Frog is the school yearbook.
TCU broadcasts its own radio station, KTCU-FM 88.7, "The Choice." KTCU can be heard throughout much of Fort Worth/Dallas, and offers programming which includes music, talk, and live broadcasts Horned Frog football, basketball, and baseball games.
Other student-run media include:
eleven40seven is TCU's student-run, undergraduate journal of the arts. Originally started by the Bryson Literary Society in 2005, the journal now operates independently, run by an undergraduate staff and one faculty advisor. The journal is published biannually.
The Skiffler is an independent satire newspaper begun by TCU students in 2010 which parodies the Daily Skiff. Since it began publishing online The Skiffler has developed a popular following on the TCU campus, though contributors to The Skiffler remain mostly anonymous. Previously, the satirical paper on campus was "The Sniff", that disappeared in the early 2000s.
Greek life
Approximately 50% of undergraduate students are active in TCU's Greek system:
12 social fraternities which are members of the Interfraternity Council (Beta Theta Pi, Delta Tau Delta, Kappa Sigma, Lambda Chi Alpha, Phi Delta Theta, Phi Gamma Delta, Phi Kappa Sigma, Pi Kappa Phi, Sigma Alpha Epsilon, Sigma Chi, Sigma Nu and Sigma Phi Epsilon)
12 social sororities which are members of the Panhellenic Council (Alpha Chi Omega, Alpha Delta Pi, Chi Omega, Delta Delta Delta, Delta Gamma, Gamma Phi Beta, Kappa Alpha Theta, Kappa Kappa Gamma, Phi Mu, Pi Beta Phi, Sigma Kappa and Zeta Tau Alpha)
TCU is also home to the following Fraternities/Sororities:
One Christian fraternity, Beta Upsilon Chi, and one Christian sorority, Sigma Phi Lambda.
One national, co-ed, service fraternity, Alpha Phi Omega.
Seven members of the National Pan-Hellenic Council (NPHC) (Alpha Kappa Alpha, Delta Sigma Theta, Zeta Phi Beta, Alpha Phi Alpha, Omega Psi Phi, Kappa Alpha Psi, Phi Beta Sigma)
Six members of the Multi-cultural Greek Council (Lambda Theta Alpha, Lambda Theta Phi, Chi Upsilon Sigma, Sigma Lambda Alpha, Kappa Lambda Delta, Omega Delta Phi)
Dozens of professional and academic organizations, including Phi Beta Kappa and Delta Sigma Pi
Music Fraternities including Mu Phi Epsilon, Phi Mu Alpha Sinfonia, Tau Beta Sigma, and Kappa Kappa Psi.
Sustainability
A "Purple Bike" program was instituted to allow students to use purple bicycles free of charge as an alternative to motor vehicles. Scharbauer Hall, which opened for classes in 2010, is a Gold US Green Building Council's Leadership in Energy and Environmental Design (LEED) certified facility.
In 2010 TCU faculty and staff held a conference for Service-Learning for Sustainability and Social Justice with keynote speaker Robert Egger, founder of D.C. Central Kitchen. Also, sustainability and social justice are emphasized areas in the curriculum and programs offered by the Department of Sociology and Anthropology located in Scharbauer Hall.
Athletics
TCU competes in NCAA Division I athletics as a member of the Big 12 Conference (Big XII). For most of its history (1923–1996), TCU was a member of the now defunct Southwest Conference (SWC). Prior to joining the Big XII in 2012, TCU spent seven years in the Mountain West Conference (MWC) (2005–2011), where they were the only school to join from a conference other than the Western Athletic Conference (WAC), having come from Conference USA (C-USA), of which they were a member from 2001 to 2005. Before joining C-USA, TCU teams competed in the WAC for five years, from 1996 to 2001, after the SWC dissolved.
TCU's varsity sports have eight men's and ten women's squads. Men's sports include baseball, basketball, football, golf, swimming & diving, track & field, cross country, and tennis. Women's sports include basketball, volleyball, golf, swimming & diving, cross country, track & field, soccer, rifle, equestrian, and tennis.
In recent years the university has made significant upgrades to its athletics facilities, including construction of the $13 million Abe-Martin Academic Enhancement Center, which was completed in August 2008. The university finished reconstruction of the entire Amon G. Carter Football Stadium in September 2012 at cost of approximately $160 million. The Daniel Meyer Coliseum is currently undergoing a $55 million reconstruction and is scheduled to be completed for the 2014–15 basketball season with expanded seating, concessions, office and locker room space, better sight lines, and luxury fan facilities.
Football
The Horned Frogs have won two national championships, one in 1935 and the other in 1938. Additionally, the team has captured eighteen conference championships. Many notable football players have played for TCU, including Sammy Baugh, Davey O'Brien, Jim Swink, Bob Lilly, LaDainian Tomlinson, and Andy Dalton.
The Horned Frogs play their home games in Amon G. Carter Stadium. Gary Patterson has coached the team since December 2000, twice winning the AP Coach of the Year Award (2009, 2014) and leading the Horned Frogs to a 178–74 record (.706), including 11 bowl wins in 17 appearances. Under Patterson, the Horned Frogs have owned the No. 1 ranked defense in the country five times (2000, 2002, 2008, 2009, 2010), the second most top defenses by any team since the NCAA began keeping records in 1937 (Alabama has had seven No. 1 defensive rankings since 1937).
TCU finished the 2010 season as the consensus No. 2 ranked team in the nation after beating the Wisconsin Badgers in the 2011 Rose Bowl and finishing an undefeated 13–0. The Horned Frogs were the first school from a non-automatic qualifying conference to play in the Rose Bowl since the creation of the Bowl Championship Series. The 2010 team topped the Congrove Computer Rankings, though the school does not claim this national title. The Frogs most recent bowl win was against Michigan in the first round of the College Football Playoff in the Fiesta Bowl on December 31st, 2022. The Frogs lost to the Georgia Bulldogs in the CFP National Championship 65-7.
Rivalries
The oldest rivalry, which has become nationally famous since TCU joined the Big 12 Conference, is The Revivalry with Baylor University. The Revivalry is unique in that it is a major FBS rivalry between two church affiliated schools. It is also one of the oldest rivalries in the nation, with the series currently led by TCU 54-52-7 since 1899. Since resumption of the annual rivalry in 2010, the series is close, with TCU leading 7–4. Since TCU joined Baylor in the Big 12 in 2012, the Big 12 series record is 6–3 in favor of TCU.
The TCU Horned Frogs also share a historic rivalry with the Southern Methodist University Mustangs, located in Fort Worth's sister (and rival) city, Dallas. In football, teams from TCU and SMU have competed annually in the Battle for the Iron Skillet since 1946 when, during pre-game festivities, an SMU fan was frying Frog Legs as a joke before the game. A TCU fan, seeing this as a desecration of their "Horned Frog", told him that eating the frog legs was going well beyond the rivalry and that they should let the game decide who would get the skillet and the frog legs. SMU won the game, and the skillet and frog legs went to SMU that year. The tradition spilled over into the actual game and the Iron Skillet is now passed to the winner as the rivalry's traveling trophy. TCU leads the all-time series 47–40–7. TCU recently beat SMU 42–34 on September 24, 2022.
Traditionally, TCU's other biggest rivals were also members of the now-defunct Southwest Conference which disbanded in 1996. These rivalries, played only sporadically after 1996 as out of conference games, were renewed when TCU moved to the Big 12 Conference for the 2012 season. After a couple of decades of membership in various other conferences around the U.S. (Western Athletic Conference, Conference USA, the Mountain West Conference and the Big East Conference), TCU now plays regularly with these rivals that, along with Baylor University and Southern Methodist University discussed above, also include The West Texas Championship with Texas Tech University and a long-standing rivalry with The University of Texas at Austin.
TCU has also developed new rivalries. West Virginia University has become a rival largely due to the schools' cohort entry into the Big 12 Conference together in 2012, combined with a toggle of extremely close, dramatic, last-minute wins in their football match ups to date. The rivalry with Boise State University, with which TCU competed on the national stage in the 2000s as the two most prominent "BCS Busters", and which also shared one year together as members of the Mountain West Conference, has also become a major, if periodic, rival. TCU and Boise State competed as the most effective BCS Busters before the demise of the BCS system. In 2011, as members of the Mountain West, TCU won the only in-conference game between the two schools, winning with no time left on a missed Boise State field goal. The rivalry with Boise State will be played only sporadically in the future due to TCU's move to the "Power Conference" Big 12 and Boise State's remaining status as the consensus leader of the "mid-major" programs in the "Group of Five" Conferences.
TCU also maintains a cross-town baseball rivalry with fellow Division I competitor The University of Texas at Arlington.
Notable faculty
Stanley Block, Ph.D., CFA, Emeritus Professor of Finance
Gene A. Smith, Early American historian
Steven E. Woodworth, American Civil War historian
Alumni
TCU has more than 90,000 living alumni.
Notes
References
External links
TCU Athletics website
Protestantism in Texas
Universities and colleges in Fort Worth, Texas
Universities and colleges affiliated with the Christian Church (Disciples of Christ)
Educational institutions established in 1873
Universities and colleges accredited by the Southern Association of Colleges and Schools
1873 establishments in Texas
Private universities and colleges in Texas
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https://en.wikipedia.org/wiki/Question%20%28character%29
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Question (character)
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The Question is a superhero appearing in American comic books published by DC Comics. Created by Steve Ditko, the Question first appeared in Charlton Comics' Blue Beetle #1 (June 1967), and was acquired by DC Comics in the early 1980s and incorporated into the DC Universe.
The Question's secret identity was originally Vic Sage, later retconned as Charles Victor Szasz. However, after the events of the 2006–2007 miniseries 52, Sage's protégé Renee Montoya took up his mantle and became his successor. Following The New 52 relaunch, Sage was reintroduced as a mystical entity, then government agent, before being restored to his traditional detective persona and name after the events of DC Rebirth.
As conceived by Ditko, the Question was an adherent of Objectivism during his career as a Charlton hero, much like Ditko's earlier creation, Mr. A. In the 1987–1990 solo series from DC, the character developed a Zen-like philosophy. Since then, various writers have added their own philosophical stances to the Question, making him one of the most unique characters in comic book history.
Publication history
In 1967, Steve Ditko created the character of Mr. A, whom he conceived as an undiluted expression of his values, ethics and Objectivist philosophy. Later that year, Ditko was hired by Charlton Comics to revive their superhero character Blue Beetle. Due to their below-average per-page payment rates to artists, Charlton tended to give more creative freedom to artists who wished to pursue offbeat or idiosyncratic ideas. Ditko therefore decided to create the Question as a less-radical version of Mr. A who could be acceptable to the Comics Code Authority. The character was included as a back-pages feature in the new Blue Beetle comic book.
However, Charlton discontinued its "action hero" line in December 1967 after only four issues of Blue Beetle had been published. A three-part Question story, which Ditko had already penciled, appeared in the one-shot comic book Mysterious Suspense (October 1968). The fifth and final issue of Blue Beetle, featuring the Question, was published in November of the same year. In 1985, after DC Comics had acquired the right to Charlton's characters, the Question reappeared in Crisis on Infinite Earths. In February 1987, DC launched a new The Question comic book, scripted by Dennis O'Neil and penciled by Denys Cowan. This series, which ran for 36 regular issues and two annuals, was replaced in September 1990 by The Question Quarterly, which ran for five issues. The Question has since then remained a recurring character of the DC Universe. A six-issue The Question limited series was published by DC in 2005. A four-issue limited series titled The Question: The Deaths of Vic Sage was published under the DC Black Label imprint beginning in 2019, written by Jeff Lemire and penciled by Cowen and covers by Bill Sienkiewicz.
Aside from appearing in his own titles, The Question has appeared sporadically in DC comics and media and has undergone several reboots.
Fictional character biography
Charlton Comics
Based in Hub City, Vic Sage made his mark as a highly outspoken and aggressive investigative journalist. Not long after starting his TV appearances, he began to investigate Dr. Arby Twain.
Sage was approached by Aristotle Rodor, his former professor, currently a scientist. Rodor told Sage about an artificial skin he had co-developed with Dr. Twain called Pseudoderm. Pseudoderm was intended to work as an applied skin-like bandage with the help of a bonding gas, but it had unforeseen toxicity which was sometimes fatal when applied to open wounds. Rodor and Twain agreed to abandon the project and parted ways, but Professor Rodor discovered that Dr. Twain had decided to proceed with an illegal sale of the invention to Third World nations, regardless of the risk to human health.
Sage resolved to stop him but had no way of going after Dr. Twain without exposing himself. Rodor suggested that Sage use a mask made of Pseudoderm to cover his famous features. Armed with information, and more importantly a disguise, Sage eventually caught up with Dr. Twain, stopping the transaction and extracting a confession, then leaving Twain bound in Pseudoderm. On television, Sage reported on Dr. Twain's illegal activities.
Sage decided that this new identity would be useful for future investigations, and partnered with Professor Rodor, who supplied the Pseudoderm and eventually modified the bonding gas to change the color of Sage's hair and clothing. The two men became good friends, with Sage affectionately referring to Rodor as "Tot".
Compared to other superhero characters of the Silver Age of Comic Books, The Question was more ruthless in his methods. For example, when he was fighting some criminals in a sewer and knocked them into a deep and fast-moving water flow, he declined to pull them out despite their real danger of drowning. Instead, he left to notify the police to retrieve them in case they survived the ordeal.
The Question's most frequent foe was Max Bine, a.k.a. Banshee. Introduced in Blue Beetle (vol. 4) #2 (August 1967), Bine was the apprentice of a circus performer named the Flying Dundo. After designing a cape that enabled the wearer to fly, Dundo was slain by his pupil and Max Bine became the costumed Banshee, using his mentor's invention to terrorize towns he crossed. The Banshee met his match when he reached Crown City and sparred with the Question on several occasions.
The Question briefly appeared alongside his fellow Charlton "Action Heroes" as part of the Sentinels of Justice published by AC Comics.
DC Comics
The Charlton characters were acquired by DC Comics while the former company was in decline in 1983. The Question appeared briefly in 1985's Crisis On Infinite Earths and in a three-issue arc of DC's Blue Beetle revival.
O'Neil series
DC gave the Question his own solo series in 1987, written by Dennis O'Neil and primarily drawn by Denys Cowan. The series was published for 36 issues, two annuals, and five "Quarterly" specials. In The Question #1, the Question was defeated in personal combat, first by the martial arts mercenary Lady Shiva. He was then beaten nearly to death by the villain's hired thugs, shot in the head with a pellet gun, and thrown into the river to drown. Lady Shiva then rescued him for reasons of her own and gave him directions to meet wheelchair-bound Richard Dragon as soon as he recovered enough to get out of bed. Once there, Sage learned both martial arts and eastern philosophy. When he returned to the city, he resumed his journalist and superhero careers with adventures that tended to illustrate various philosophic points. To further illustrate those ideas, Dennis O'Neil had a reading recommendation in the letters page of each issue.
In the O'Neil series, Vic Sage is an investigative reporter for the news station KBEL in Hub City. He uses the identity of the Question to get the answers his civilian identity cannot. Unlike other vigilante superheroes, O'Neil's Question is primarily focused on the politics of his city, and rather than hunting down the perpetrators of petty theft, he tends to fight the corrupt government of Hub City. O'Neil's Hub City is noted as being "synonymous with venality, corruption, and violence", perhaps even surpassing Gotham City as the most dismal city in the DC Universe-version of the US.
For the majority of the series, Vic Sage is covertly assisting the good-hearted Myra Fermin to win the seat of Hub City Mayor. His interest in Myra extends beyond admiration, as the two shared a relationship before his near-death experience with Lady Shiva and his training under Richard Dragon. Upon his return, he discovers she has married the corrupt drunkard and mayor of Hub City, Wesley Fermin. Despite Myra's losing the election by one vote, she becomes mayor when her competition is found dead as a result of what is called "the worst tornado in history". At her victory speech, her husband Wesley shoots her for supporting what he believes to be Communist beliefs, putting her into a coma and sending Hub City further into chaos with no government and no police force. Sage dons the guise of the Question, acting as the city's only form of justice for a short while before the mayor wakes from her coma. Gang warfare in the weeks following the election leads Sage to Lady Shiva, first as a combatant, and then enlisting her help as an ally of sorts to get in a position to talk to the gang leaders. As Myra adjusts into her role as mayor of Hub City, she and Sage begin to rekindle their relationship, though Myra tells Sage she will not act on her feelings until she leaves office. Despite their long-term friendship, she never connects that Sage and "the man without a face" are one and the same until the very end of his time at Hub City.
O’Neil's Question is very conflicted on how far to go in enforcing justice, often feeling tempted to kill. He resists this temptation during his time in Hub City, realizing that part of his desire to go so far is just to see what it feels like to take a life. His relationship with his mentor, Aristotle Rodor, is one of many things that keep him from going over the edge and back towards the darkness he had shown in his youth on the streets of Hub City.
Eventually, during a massive hallucinogenic trip, his subconscious tells him through images of his mother that he has to leave Hub City to ever be able to live happily. This viewpoint is bolstered by the utter societal collapse of the city. Around the same time, Richard Dragon comes to see Vic, as Richard has sensed that Vic is on the verge of a major turning point in his life, and convinces Vic that living in Hub City is killing him. In an agreement with Richard, Lady Shiva arrives with a helicopter to usher The Question and Aristotle Rodor away, at which point she decides to stay in Hub City and embrace the chaos. Vic nearly convinces Myra to come with him and escape the chaos of the city. Myra remembers the people of the city who need her, mainly the children. She leaves Jackie, her mentally handicapped daughter, in Sage's care and goes back to do what she can.
After leaving Hub City, Vic takes Jackie with him to South America, hoping to rid himself of his "No Face" alter ego and find a land free of the clutter and corruption that filled Hub City. However, Vic quickly gets drawn into a drug war which ultimately forces him to kill to save Jackie's life.
Jackie becomes ill and Sage returns with her to Hub City. Despite medical care, Jackie dies.
The Question Annual #2 retroactively altered the character's origin by revealing that Sage was an orphan who had been left on the steps of a Catholic church as a baby. He was given the name Charles Victor Szasz (not to be mistaken with serial killer Victor Zsasz) by the nuns who found him, and later changed his name to Vic Sage after becoming a television reporter. As a youth he developed a reputation as a troublemaker, and prided himself on defiantly enduring the physical abuse of the orphanage where he was housed. He eventually managed to get into college where he studied journalism, but his higher learning did not mellow his violent tendencies, such as when he beat up his pusher for giving him LSD which caused the frightening experience of doubting his own senses under its influence.
Minor Appearances
After O’Niel’s series, the Question wounded up guest starring in various other DC titles. He appeared as a main character in the 1991 The Brave and the Bold mini-series together with Green Arrow and John Butcher fighting against a terrorist organization and a radical Native American movement, as well as being a member of L.A.W. (Living Assault Weapons) in 1999 together with other Charlton Comics characters Blue Beetle,Judomaster, Captain Atom, The Peacemaker, Nightshade, and Sarge Steel against a godlike villain known as the Avatar. He also teamed up with antihero Azrael against a former Question villain in a story created again by O’Neil and Cowan.
During the "Cry for Blood" Huntress arc and other smaller appearances surrounding it, the Question was active in Gotham City, during which time he expressed an interest in Huntress, both romantically and in her development as a crimefighter. In an attempt to help her find peace, he takes her to his old mentor to undergo the same training he himself underwent in the O'Neil series but is frustrated by Huntress' continued acceptance of killing as a solution.
Huntress later worked closely with Sage's successor as the Question, Renee Montoya, and is saddened to hear of Sage's death. She credits him with "saving her from herself", and misses him.
Veitch miniseries
The 2005 Question mini-series, authored by Rick Veitch, reimagines the character as a self-taught urban shaman whose brutal and at times lethal treatment of enemies now arises from a warrior ethos, rather than Objectivist philosophy. The Question "walks in two worlds" when sent into visionary trances by Rodor's gas, now retconned as a hallucinogen. In these trances, cities (Chicago, where he is a TV anchor, and then Metropolis, where the series takes him) "speak" to him through visual coincidences and overheard snatches of street conversation. Regarding himself as a spiritual warrior, he is now comfortable killing his enemies when this seems useful and poetically just. He uses his skills and his alternative moral code first to detect and then to foil a plot by Lex Luthor not only to assassinate Superman (using chi energy which Sage can detect) but to prevent his return from the dead (which Superman had recently achieved following his death in DC's notorious Doomsday event) by damning his soul upon death. Sage is revealed to have a lifelong infatuation with fellow journalist Lois Lane, which he does not divulge to her. Superman accepts the Question's visionary drug use, and expresses gratitude for his assistance, but forces him to leave the city after several unheeded warnings about killing, and also after noticing Sage's crush.
"52"
The character's difficult ethical history, and the character himself were laid to rest by DC in its year-long weekly title, 52, in which Sage recruits and trains Gotham ex-cop Renee Montoya as his replacement before dying of lung cancer. In this incarnation, he is wry, cheerful and avuncular, although still enigmatic. He displays no discernible philosophical commitments, aside from a determination to recruit Montoya and to have her decide who she is and who she will become. Montoya is herself agonized over the issue of killing criminals, although her guilt is over a principled refusal to kill one, specifically the murderer of her former partner. The series' action chiefly alternates between Gotham City, where Montoya struggles to save Kate Kane from Intergang and its Crime Bible cult, and Nanda Parbat, where she trains with Sage's mentors Rodor and Dragon, and whence she later returns with Sage, too late to find him a cure for his cancer. En route there, Sage dies muttering snatches of conversations from his early comics appearances and a final invocation to Montoya to decide who she will become. After grieving, she determines to take up his mantle as the new Question.
Blackest Night
In the Blackest Night crossover, Vic Sage is reanimated as a Black Lantern. He goes after Renee, Tot, and Lady Shiva, who manage to elude him by suppressing their emotions, making them invisible to him.
After the end of Blackest Night, Sage's body is reburied in Nanda Parbat by Montoya and Saint Walker of the Blue Lanterns.
The New 52
In September 2011, The New 52 rebooted DC's continuity. In the new timeline, two versions of Vic Sage exist on the main New 52 DC Universe Earth.
Trinity of Sin Question
The first version of the New 52 Question was introduced in New 52: FCBD Special Edition. His true identity is unknown but what is known is that he was teleported from an unknown location in time and space, along with Pandora and Judas Iscariot (The Phantom Stranger), to stand trial for unstated crimes against humanity. Nothing is known of Question's true identity or past or crimes, though he claimed to have thousands of followers who he claimed would avenge him. His judges, the first seven wizards (later known as the Quintessence) who harnessed magic on Earth, punished Question by erasing his face, rendering him blind and mute. They then erased his memory and teleported him to the 21st century to spend the rest of his existence tormented by his disfigurement, forgotten, and not knowing who he was.
This version of Question resurfaced during the Trinity of Sin storyline, where he is shown investigating the Secret Society of Super-Villains. Having regained his ability to speak and see, this version of Question (initially) speaks only in questions and believes that his true identity can be restored if he can stop the Secret Society and its backers, Crime Syndicate of America members Outsider (Earth-3's Alfred Pennyworth) and triple agent Atomica.
When Atomica manipulates Superman into murdering Doctor Light by triggering his heat vision power by stabbing his brain with a sliver of kryptonite, Question breaks into the facility where Superman is being held. Using a gas mask-based setup similar to the one used by Nemesis, Question impersonates Steve Trevor and frees Superman, while presenting a lead towards who caused Superman to kill Doctor Light. The lead turns out to be a dead end, but it places Question in with the various Justice League factions when Pandora attempts to seek their help to open the skull-shaped box that various forces are coveting.
During the battle between the League factions that ensues for the box, Pandora rejects Question's desire to open the box and possibly learn his true identity. She implies that Question would be a threat to all if he ever had his memory and identity restored.
The battle between the various Leagues ends when Atomica reveals her true nature and helps Outsider open the skull box, which in truth was a pocket dimension containing the rest of the Crime Syndicate. Freed, the Crime Syndicate imprisoned this version of the Question along with the bulk of the Justice League, Justice League of America, and Justice League Dark inside the Firestorm matrix. Question and the rest of the League were freed once the Crime Syndicate and Secret Society were defeated by a group of villains united by Lex Luthor.
The character was then featured in the six-part mini-series "Trinity of Sin", but only featured in a supporting role, where he was constantly complaining about how Pandora and Phantom Stranger did not care about helping him find out his true identity. This version of the Question was last seen in Trinity of Sin #6, the final issue of the series.
Suicide Squad Vic Sage
A second version of the Question appeared in the New 52's Suicide Squad (vol. 5) #1, with no ties to the version of the Question seen in Trinity War or Trinity of Sin. This version is Vic Sage, a government agent recruited from the private sector to co-run the Suicide Squad with Amanda Waller. This version of Vic Sage is a corrupt, amoral bureaucrat who sees the Suicide Squad serving as a go-to sabotage group; engaging in wetwork assignments against foreign corporate interests under the guise of regular super-villain carnage. He also seeks to "improve" the group; dismissive of Harley Quinn and Deadshot, he recruits Deathstroke and Joker's Daughter as their replacements. He also recruits Black Manta into the group too and alters his helmet so that every person he sees is Aquaman so as to motivate him into being a more prolific killer.
Deathstroke and Joker's Daughter betray the team on their first mission headed by both Sage and Waller. Sage panics and attempts to kill the entire team to prevent the mutiny from exposing the Squad. Waller prevents this from happening and in response to his actions, Waller has Sage banished from having any active say over mission and membership selection. Sage responds by agreeing to work with a corrupt multi-national corporation, which seeks to exploit the new objectives of the team to eliminate business rivals and whistleblowers. Sage arranges for Waller to be demoted to field commander, forcing Waller and the team to go AWOL to get proof of Sage and his corporate backers' agenda. In the end, Waller agrees to give the multi-national corporation a pass in exchange for them betraying their patsy. Vic Sage is then arrested, but not before he murders Waller's assistant who tries to stop Sage from killing Waller after learning his corporate allies sold him out to save themselves.
DC Rebirth/DC Universe
Following Infinite Frontier after the event Doomsday Clock, Vic Sage as Question was re-established with his previous character history and a member of the Suicide Squad and later Checkmate. The two heroes who go by the name The Question were reintroduced in the Event Leviathan miniseries by Brian Michael Bendis. Lois Lane created two detective teams to investigate the major suspects for the secret identity of a new villain, codename Leviathan. The first one contained Vic Sage, the original Question; the second, secret team, was later revealed to be headed up by the second Question, Renee Montoya. Both Vic Sage and Rene Montoya had a heartfelt reunion in Louis Lane #3.
The Question and Batman also had a team-up in Batman: Urban Legends #14. In this story, the Question asked the assistance of Batman to investigate a conspiracy theory in Gotham City relating to Wayne Enterprises. The two had a brief struggle after the Question began framing Bruce Wayne of financial fraud, forcing the Batman to reveal his secret identity to the Question. The story ends with the Question revealing that he planned the meeting all along in order to prove Wayne was Batman.
Powers and abilities
The Question is a superb, almost superhuman, vigilante armed with his iconic pseudoderm mask, fedora and trench coat. The pseudoderm mask gives the Question the appearance of someone without a face, which is useful for scaring people, has slight protection against damages, and moldable enough for use in disguises. The Question is also armed with a binary gas that he can summon from his belt, gloves, or calling cards, which can change the appearance of his hair and costume, be used as a smokescreen, and a way to amplify his shamanistic powers.
The Question is also a talented and intuitive detective, honed by years of experience as an investigative journalist. Though not on par with Batman, the Question has solved mysteries, infiltrated enemy territory, and even used his intellect to outwit master criminals like the Riddler. Throughout the years, beginning with Dennis O’Neil and further explored by Rick Veitch, the Question has dabbled in mystical and supernatural abilities. He can mentally enhance the healing of injuries, sense danger, block pain, communicate with spirits, locate enemies and create astral projections. All of these abilities allow the Question to go toe-to-toe with powerful and superhuman opponents.
The New 52 version possesses the power of teleportation.
Philosophies
The Question has become iconic in comic books for having a long history of being incorporated with various philosophical stances, courtesy of the various writers who wrote him. When Steve Ditko created him in the 60s, he used the Question as a mouthpiece for his objectivist beliefs, a philosophy from Ayn Rand that states that morality should be objective and unwavering, not subjective or free to be contaminated by emotions. This made the Question into a no-nonsense uncompromising and downright merciless vigilante. When Dennis O’Neil began writing the character in the 80s, he rewrote the Question, mellowing him down and changing him from being a brutal superhero to one who followed zen buddhism. O’Neil was knowledgeable of Eastern philosophy from reading literature such as Zen and the Art of Motorcycle Maintenance and he wrote the Question to be a more meditative and world-weary hero.
The Question would continue to slide in between violence and meditation until Rick Veitch gave the Question a more mystical, urban shamanistic characterization in 2005. Veitch had already used magic and occultism during his tenure in Swamp Thing, where in one issue, he even referenced French journalists Pauwels and Bergier’s 1960 occult treatise, The Morning of the Magicians (Le Matin des Magiciens). He then incorporated the same intuitive characteristics in the Question. At one point in the comic, Veitch also referenced Frederich Nietzsche’s Übermensch. The moment Greg Rucka got a hold of the character in the series 52, he rewrote Sage’s characterisation yet again, giving him a more positivist but fatalistic outlook and a jovial personality.
Outside the canon DC Comics, different mediums and series have different interpretations and portrayals of the character. The Justice League Unlimited cartoon became famous for writing the Question as a paranoid conspiracy theorist who was cynical whenever he was on the case. This portrayal became a hit amongst fans, becoming a part of the canonicity of the character later on in Batman: Urban Legends #14. Frank Miller himself wrote a version of the character in 2001 who was a libertarian and anti-authoritarian spokesperson, dwelling as well into conspiracies, manifestos, and technophobia.
Reception
Throughout his long history, the Question has been received well by both critics and consumers. Jamie Lovett from Comic Book ranked the character #3 in his “5 Greatest Detectives In Comics”, stating, “Every mystery begins by asking the question, and no one knows that better than the Question himself.” Carl Hannigan from Vocal ranked the character and his comics at #1 in his “Top 5 Most Unique Superhero Comics You’ve Never Heard Of”, stating that his varying philosophies is a “character trait [that] makes the Question so special when it comes to comic book history. Even with all the different philosophies and personalities the Question went through in his history, the one thing that remained consistent is his ability to mold himself into whatever the writers want him to be.”
Timothy Donohoo from Comic Book Resources considered the character to be the most underrated street-level character in DC Comics, stating that he was more grounded and realistic than others of his kind like Batman and Green Arrow, and that “Sage is also unique among comic book heroes in that he is meant to embody a certain mindset or philosophy.” Ewan Peterson from What Culture praised O’Neil’s run, saying “[his] and Cowan's reappraisal of the classic Steve Ditko creation ranks among the finest DC works of all time, and one more than deserving of the kind of status more commonly associated with the likes of Frank Miller's Daredevil, O'Neil and Neal Adams' Batman, or even their run on Green Arrow too.”
Homages
Rorschach: Alan Moore's comic book series Watchmen was originally planned to use a number of Charlton Comics characters, including the Question. When DC, the owner of the characters, found out that he intended to kill the Question, along with a number of the other characters, he was asked to make new characters. The Question became Rorschach.
In The Question #17, Vic picks up a copy of Watchmen to read on a trip and initially sees Rorschach as being quite cool. After Vic is beaten up trying to emulate Rorschach's brutal style of justice, he concludes that "Rorschach sucks".
The Question was featured in Frank Miller's Batman: The Dark Knight Strikes Again as a libertarian, anti-government conspirator. Frank Miller's interpretation of Sage, as a nod to Ditko and Alan Moore, is Randian and preachy, at one point going on television for a series of humorous Crossfire-style exchanges with the Emerald Archer, Green Arrow, who is often portrayed as a liberal progressive. He is also shown as a technophobe, monitoring the dark conspiracy Batman and his allies must face, while writing on an old-fashioned typewriter.
The Fact: In volume 2, issue #42, during Grant Morrison's run of The Doom Patrol, Flex Mentallo describes a number of his former teammates. Among them was the Fact, whose appearance and name recall those of the Question. He reappears in the Flex Mentallo miniseries.
52 Multiverse
In the final issue of 52 (2007), a new DC Multiverse is revealed, originally consisting of 52 alternate realities, including a new "Earth-4". While this new world resembles the pre-Crisis Earth-Four, including unnamed characters who look like the Question and the Charlton characters, writer Grant Morrison has stated this is not the pre-Crisis Earth-Four. Describing the conception of Earth-4, Grant Morrison alluded that its interpretation of Vic Sage would resemble the classic Charlton incarnation, with tones borrowed from Rorschach and Watchmen. A number of other alternate universes in the 52 Multiverse may also contain versions of the Question from DC Comics previous Elseworlds stories or from variant "themed" universes, such as the gender-reversed world of Earth-11.
In Grant Morrison's Multiversity series, the Vic Sage/Question is one of the core protagonists in Pax Americana, an issue of that limited series set in the New 52's Earth 4 continuity, along with the Blue Beetle, Peacemaker, Nightshade, and Captain Atom.
On Earth-9, "The Question" is the name given to a global surveillance network.
Other versions
In the alternate timeline of Flashpoint, Question is a member of the Resistance.
An alternate Question appeared in the four-issue limited series titled The Question: The Deaths of Vic Sage published under the DC Black Label imprint beginning in 2019, written by Jeff Lemire and penciled by Denys Cowen and covers by Bill Sienkiewicz.
In other media
Television
The Question appears in Justice League Unlimited, voiced by Jeffrey Combs. This version is a data broker for the Justice League and a paranoid conspiracy theorist who is distrusted and ridiculed by the other Leaguers. In his most notable appearances in the episodes "Double Date" and "Question Authority", he enters a relationship with ex-Leaguer Huntress while helping her seek revenge on Steven Mandragora in exchange for her help in investigating Project Cadmus.
The Question appears in Batman: The Brave and the Bold, voiced by Nicholas Guest.
The Question was intended to appear in an Arrowverse series until Marc Guggenheim revealed in December 2017 that DC Films currently has plans for the character and that the television network cannot use the character as such.
Film
The Question appears in Scooby-Doo! & Batman: The Brave and the Bold, voiced again by Jeffrey Combs. This version is a member of the Mystery Analysts of Gotham, a detectives-only club formed by Batman.
The Question appears in DC Showcase: Blue Beetle, voiced by David Kaye.
Video games
The Question appears as a playable character in Lego Batman 3: Beyond Gotham, voiced by Liam O'Brien.
The Question appears as a character summon in Scribblenauts Unmasked: A DC Comics Adventure.
Collected editions
The Steve Ditko series of The Question is featured in a hardback edition:
Action Heroes Archives, Vol. 2 (DC Archives Edition) by Steve Ditko (author, illustrator); hardcover: 384 pages; publisher: DC Comics, 2007 ()
The Question's 1980s series has been collected into different editions:
The Question vol. 1: Zen and Violence (collects The Question #1–6, 176 pages, softcover, October 2007, )
The Question vol. 2: Poisoned Ground (collects The Question #7–12, 176 pages, softcover, May 2008, )
The Question vol. 3: Epitaph for a Hero (collects The Question #13–18, 176 pages, softcover, November 2008, )
The Question vol. 4: Welcome to Oz (collects The Question #19–24, 176 pages, softcover, April 2009, )
The Question vol. 5: Riddles (collects The Question #25–30)
The Question vol. 6: Peacemaker (collects The Question #31–36, 160 pages, softcover, May 2010)
The Question by Dennis O'Neil and Denys Cowan Omnibus Vol 1 HC (collects The Question #1-27, Green Arrow Annual #1, The Question Annual #1, Detective Comics Annual #1, 952 pages, hardcover, June 2022, )
The Question by Dennis O'Neil and Denys Cowan Omnibus Vol 2 HC (collects The Question #28-36, Azrael Plus #1, Green Arrow Annual #2-3, Question Quarterly #1-5, Showcase ’95 #3, The Brave and the Bold #1-6, The Question Annual #2, The Question Returns #1, Who’s Who #12, 872 pages, hardcover, November 2023, )
Collections featuring the Renee Montoya Question:
The Question: Five Books of Blood (collects Crime Bible: The Five Lessons of Blood (2007–2008) #1–5, 128 pages, hardcover, June 2008, )
The Question: Pipeline (collects Detective Comics #854–863, 128 pages, softcover, February 2011, )
References
External links
Question at Don Markstein's Toonopedia. Archived from the original on November 4, 2016
International Catalog of Superheroes entry on the Question
Article on the history/legacy of the Question from the Comics 101 article series by Scott Tipton.
Alan Moore interview at TwoMorrows that discusses (among other things) the Question, Steve Ditko, and Charlton Comics.
The Question's secret origin on dccomics.com
1987 comics debuts
Charlton Comics superheroes
Comics by Steve Ditko
DC Comics martial artists
DC Comics superheroes
DC Comics male superheroes
DC Comics titles
Comics characters introduced in 1967
Fictional characters from Chicago
Superhero detectives
Fictional reporters
Characters created by Steve Ditko
Question (DC Comics)
Vigilante characters in comics
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https://en.wikipedia.org/wiki/London%20Southend%20Airport
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London Southend Airport
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London Southend Airport is a minor international airport situated on the outskirts of Southend-on-Sea in Essex, England, approximately from the centre of London. The airport straddles the boundaries between the city of Southend-on-Sea and the Rochford District.
Southend was London's third-busiest airport from the 1960s until the end of the 1970s, when it was overtaken in passenger numbers by London Stansted Airport. Following its purchase by Stobart Group in 2008, a development programme provided a new terminal and control tower, extended the runway, and added a connection to central London via a regular rail service running between Liverpool Street Station and Southend Airport Station on the Shenfield–Southend line, continuing on to Southend Victoria.
Overview
Description
The airport is located between Southend-on-Sea and Rochford town and city centres, north of Southend, in the county of Essex, east of central London. It has a single long asphalt runway on a south-west/north-east axis.
The former terminal now provides facilities for the handling of executive aircraft, with a business lounge and conference rooms. A four-star Holiday Inn hotel adjacent to the airport entrance, owned by the Stobart Group, opened on 1 October 2012, at that time having the only rooftop restaurant in Essex.
London Southend was voted the best airport in Britain for four consecutive years by consumer group Which?, in 2013, 2014 and again in 2015 and 2023. and best London airport for 6 consecutive years 2013-2019 and 2023.
The airport was put up for sale by current owners Esken in March 2023.
Operations
Southend Airport handles mainly scheduled passenger, charter, cargo and business flights, with some pilot training (both fixed-wing aircraft and helicopter) and private aircraft flying. The airport is run by London Southend Airport Co Ltd, which employs more than 150 people directly. Due to expansion, there were over 500 more people working at the airport in summer 2012 compared with summer 2011.
Southend Airport has a Civil Aviation Authority (CAA) Ordinary Licence that allows flights for the public transport of passengers or for flying instruction as authorised by the licensee (London Southend Airport Company Limited).
Southend Airport has an excellent weather record, and is used by airlines as a diversion alternative when adverse weather or incidents cause other London airports to be closed.
Airline ground handling is provided by the Stobart Group-owned Stobart Aviation Services, while the Stobart Jet Centre handles executive aircraft using the facility.
Companies located within the airport boundary employ more than 800 workers. Previously British World Airlines had its head office at Viscount House at London Southend Airport.
EasyJet began operating services by opening a base at Southend in April 2012 and Irish carrier Aer Lingus Regional began regular flights to Dublin in May, resulting in a rapid increase in airport passenger numbers during 2012, with 721,661 using the airport in that year, 969,912 in 2013 and 1,102,358 in 2014. The following year saw a decline to 900,648 and again to 874,549 in 2016, while 2017 saw passenger numbers increase more than 25% to 1,095,914. In 2011, the airport operator planned to reach passenger numbers of two million per year by 2020. In 2018, Southend Airport saw an increase of nearly 400,000 passengers over the previous year's total, with just over 1.4 million passengers using the airport, the highest annual total at the airport to that date.
History
Early years
In 1909, two men from Leigh tested their monoplanes in the same site of the airport.
The airfield was established by the Royal Flying Corps during World War I. It was the largest flying ground in Essex, with the greatest number of units. In May 1915 the Royal Navy Air Service (RNAS) took over until 4 June 1916, when it became RFC Rochford. It was designated as night fighter station and many sorties were flown against Zeppelin airship raiders, including LZ38 on 31 May 1915. Around 1919, the station closed and reverted to farmland, which it remained as until 1933 when Southend Borough Council bought the land.
The airport was officially opened as a municipal airport on 18 September 1935 by the Under-Secretary of State for Air, Sir Philip Sassoon, who arrived in his de Havilland Leopard Moth.
In 1939, the Air Ministry requisitioned the airfield and it was known as RAF Rochford during World War II as a satellite airfield. During World War II, it became a base for fighter squadrons comprising Supermarine Spitfires and Hawker Hurricanes as well as Bristol Blenheims. Many of the 50 pillboxes that were designed to protect the airport from paratroop landings still survive, as does the underground defence control room, which is near to Southend Flying Club. A further 20 or so pillboxes also remain in the surrounding countryside.
Canewdon, north-east of the airport, was the location of one of the World War II Chain Home radar stations. The high transmitter tower at Canewdon was relocated to the Marconi works at Great Baddow in the 1950s.
Post War
In the 1950’s, three new runways added as tarmac, enabling commercial flights for the passengers and cargo operations. The runway 6/24 (now runway 5/23) extended to 1,645m in 1960 while the third runway was removed.
During the 1960’s, Southend became third busiest airport in the UK with the couple of airlines operating to and from. In 1967, they reached 692,686 passengers and at the same year, it also had its first fatal crash.
The Decline
In the end of February, 1972, Channel Airways ceased operations after serving its hub and headquarters.
In the 1970’s, the nearby road with houses and St Laurence Church on Eastwoodbury Lane prevented runway expansion. Jets also stopped coming as the runway was too short accelerating decline.
As flights left, engineering and maintenance became a more important part of airport operations.
1993: Regional Airports Ltd
In 1993, after the airport had been losing money for many years, Southend Borough Council sold the airport to Regional Airports Ltd (RAL), operator of Biggin Hill Airport. London Southend Airport Co Ltd was formed to operate the airport which was re-branded as "London Southend Airport" with the term "Municipal" dropping from the title. The previous losses were turned into small profits for majority of tenure by RAL.
The largest aircraft ever to land at the Airport was in November 1998 when a Lockheed L-1011 Tristar of Irish airline Aer Turas arrived for scrapping at the airport.
In 2001, a debate centred on the possible relocation of the Grade I listed St Laurence and All Saints Church further away from the side of the main runway. The proposal was dropped after the planning application was rejected by Southend Council in 2003, and a compromise scheme was implemented resulting in the installation of new barriers across Eastwoodbury Lane and requiring slightly shorter licensed runway lengths once safety areas had been added. These changes allowed passenger flights to be restarted, although the runway length still largely curtailed the potential range and payloads for passenger flights, and scheduled airline utilisation was low, until the March 2012 runway extension opened.
Flightline was an airline formed in 1989 headquartered at Southend, where they also had a maintenance/engineering base for their own and third party aircraft. They mainly operated British Aerospace 146 aircraft on ad-hoc charters, and an Avro RJ100 regional jet with which they operated a regular service between Southend and Cologne from 7 June 2006 to 1 December 2008 on behalf of Ford Motor Company as a corporate shuttle. Flightline went into administration on 3 December 2008.
In January 2008, Regional Airports Ltd put the airport up for sale.
Flybe operated a once weekly summer-only service to Jersey using Dash 8 aircraft, ending in 2011.
2008: Stobart Group
The airport was bought on 2 December 2008 by the Stobart Group for £21 million, becoming part of the Stobart Air division of the Stobart Group, which also operates Carlisle Airport.
Following council consultation with the local population, a planning application to extend the usable runway length by to and upgrade navigational and lighting aids, was submitted to Southend Borough Council 13 October 2009. Planning permission was granted 20 January 2010.
Initially subject to an Article 14 Direction, after due consideration by the Government this was withdrawn 19 March 2010, meaning it would not be subject to a Public Inquiry. A Section 106 agreement was entered into between the airport and local councils.
On 1 June 2010, Stobart Group took a £100 million loan from M & G Investments, partly in order to fund the airport construction. In July 2010, an application for a judicial review of the planning application was filed, which was dismissed on 2 February 2011. On 23 September 2010, the airport received the Airport Achievement Award 2010/11 from the European Regions Airline Association.
A replacement air traffic control tower became operational 21 March 2011, followed by the return of year-round daily passenger services 27 March 2011 when Aer Arann commenced services to Galway and Waterford in Ireland.
EasyJet announced a ten-year agreement with Stobart Group in June 2011, and in April 2012 commenced around 70 flights per week from Southend, using three Airbus A319 aircraft based at the airport, flying to eight European destinations. Easyjet's operation at the airport increased to 16 destinations and in the summer of 2018 they based a fourth aircraft at Southend, an Airbus A320.
A new on-site rail station opened on 18 July 2011 (the official opening by Minister for Transport Theresa Villiers MP was on 21 September 2011), and a new road opened on 1 September 2011, replacing Eastwoodbury Lane that lay in the path required for the runway extension.
2012–2019: London Olympics and expansion of passenger flights
Before the 2012 Summer Olympic Games, a new terminal was built by Buckingham Group Contracting Ltd during 2011 and opened 28 February 2012 (the official opening was by Justine Greening, Secretary of State for Transport, on 5 March 2012). The original terminal has been redeveloped for use by private jets, with Stobart Air having invested half a million pounds turning it into an executive business lounge.
The extended runway opened on 8 March 2012, with Category I ILS on both ends of the runway.
In spring 2014, Stobart Air announced that it had agreed a five-year franchise agreement with Flybe which would see two Flybe-branded aircraft based at Southend operating six routes from summer 2014. On 18 January 2015, two routes were terminated with the operation reduced to one aircraft. On 7 April 2014, the extension to the passenger terminal was formally opened by Patrick McLoughlin, the Secretary of State for Transport.
ATC Lasham, the major engineering company at the airport, entered administration in October 2015. The main hangar that it used dated back to Aviation Traders Engineering Limited (ATEL) – founded by the late Sir Freddie Laker – and was later used by Heavylift Engineering.
In December 2016, Flybe announced it would be adding new routes from summer 2017 to 12 European destinations, primarily aimed at the weekend break customers. The airline based two Embraer 195 aircraft at the airport.
In October 2017, Flybe added high frequency domestic routes to the airport, with up to 18 flights per week to Manchester, up to 16 flights per week to Dublin and up to 10 flights per week to Glasgow. An additional ATR 72 was based at the airport to operate the Manchester flights, bringing the total number of Flybe aircraft based at Southend to four.
In February 2018, Air Malta announced it would begin flights to Cagliari, Catania and Malta, which began in May 2018 although the Cagliari and Catania flights ceased in January 2019.
In June 2018, Ryanair announced it would open a base at Southend, basing three aircraft there operating 55 flights per week to 13 destinations, which began in April 2019.
In October 2018, Flybe announced it would commence five flights per week to Newquay Airport from April 2019, increasing to daily from May 2019.
In May 2019, Loganair started to fly to Aberdeen, Glasgow and Stornoway; in July 2019 to Carlisle, and Derry flights moved from Stansted to Southend on 27 October 2019.
On 31 October 2019 Ryanair announced four new routes to launch in Summer 2020 - Bergerac, Girona and Marseille were first announced before Rodez was announced as the route was moved from Stansted to Southend.
On 14 November 2019 Loganair announced that the Stornoway to Glasgow to Southend service would be withdrawn from 3 January 2020.
COVID-19 pandemic and consolidation 2020-2021
On 22 January 2020, Norwegian airline Widerøe announced it would move its Kristiansand route from Stansted to Southend at the start of the Summer 2020 season, however due to the COVID-19 pandemic this was initially postponed until 26 October 2020 before being cancelled completely when the airline chose not to return to the airport and moved to Heathrow in March 2021.
On 20 February 2020, it was announced Loganair would suspend its Aberdeen service and on 23 March, similarly the Carlisle service.
At the commencement of the COVID-19 UK lockdown, Wizz Air's revised schedule consolidated the Sibiu route at Luton Airport from when it re-started, cutting the route from Southend. In June 2020, Wizz Air cut Vilnius as a destination from Southend as well, leaving it with one route to Bucharest which had also since been suspended.
On 17 August 2020, easyJet announced it would close its base at Southend entirely due to the Coronavirus pandemic, the last scheduled flight occurring on 31 August 2020. On 6 August 2021, Ryanair also announced the closure of its base at Southend, effective 30 October 2021 leaving the airport with barely any scheduled services for the time being.
Post COVID resumption since 2021
On 17 December 2021, easyJet signed a multi-year deal with the airport and announced that they would initially return in a limited capacity with routes to Málaga and Palma de Mallorca. In 2022 it was announced that easyJet would add flights to Amsterdam and Faro for the Summer 2023 season. Further routes to Paris, Geneva, Grenoble and Alicante were announced in 2023.
In May 2022, Air Horizont announced it would base two of its Boeing 737 aircraft at the airport for VIP charter flights.
In September 2022, ASL Airlines Ireland, operating for Amazon, announced it would terminate its cargo flights from Southend to Rome which was the airport's sole scheduled freight operation.
On 21 June 2023, the airport owner, Esken announced that the airport had been put up for sale following a strategic review of the group's businesses.
In July 2023, BH Air announced a route to Burgas for the Summer 2024 season.
In August 2023, 2Excel Aviation, operating for Oil Spill Response, announced it would use the airport as a base for its two Boeing 727 aircraft to respond to international oil incidents.
As of 2023, easyJet continue to regularly announce more destinations from Southend with the airport in continuous talks with further airlines.
Facilities
Terminal
The current terminal was built in 2012 as a part of the Stobart Group's development upon taking over the airport. It has twelve check-ins, two floors, ten departure gates and two baggage claims. There are several amenities such as shops and places to eat and drink.
London Southend Jet Centre
The London Southend Jet Centre is a fixed-base operator established in 2017 and situated at the airport with their own terminal, parking stands and hanger. The Jet Centre specialises in VIP facilities and handling for business and private aviation, alongside providing services to aircraft that have based themselves with the Jet Centre. LSJC also accommodate visiting aircraft such as the Air Ambulance and Royal Air Force.
Runway
There were originally three runways in the 1950s with one removed in 1960s. A second one was also removed in the 1990s, leaving one runway remaining and used today, 23/05. In 2012, there was an additional 300m runway extension to bring its present length to 1,856m. In 2019, the runway was resurfaced to grooved asphalt.
Due to Southend's limited runway size for an international airport, the largest aircraft that can takeoff and land is dependant on many factors such as gross weight, weather and runway condition. The runway is capable of servicing fully-loaded Airbus A320 and Boeing 737 aircraft, as it has done frequently in the past and present. For larger aircraft such as the Airbus A321 and Boeing 757, there must be conservatism in performance; both these aircraft typically make appearances at Southend with low gross weight for positioning flights or livery painting.
Some of the largest aircraft that have operated into or out of Southend include the Airbus A300, Lockheed L-1011 TriStar and Ilyushin Il-76, empty for maintainance or scrapping.
Airlines and destinations
The following airlines operate regular scheduled and charter flights at London Southend Airport:
Statistics
Ground transport
Rail
Since 2011, the airport has its own railway station near the terminal building, Southend Airport railway station on the Shenfield to Southend Line, which is served by Greater Anglia connecting the airport to Liverpool Street station in London up to eight times per hour during peak times and Southend Victoria railway station in the other direction respectively. The journey to London takes about 55 minutes.
A later train has now been added to London every night, except Saturday night, and an earlier train to the airport from London every day, except Sunday morning.
Bus
The airport is served by buses operated by Arriva Southend from the airport entrance to Southend (7, 8 and 9), Rochford (7 and 8), Ashingdon (7), Hawkwell (8), Hockley (7 and 8), Eastwood (9) and Rayleigh (7, 8 and 9). First Essex operates Essex Airlink X30 from the terminal to Chelmsford and Stansted Airport. Since 5 October 2019, Ensignbus have operated the Jetlink X1, a night bus service running once in each direction from Southend Airport to Grosvenor Gardens, London via Lakeside Shopping Centre bus station, Canning Town and Embankment stations, however this bus service has since been withdrawn due to it being banned by the airport authorities.
Accidents and incidents
On 11 February 1944, a Boeing B-17 42-31694 of the USAAF (511th BS) crash-landed and burned out at Southend after receiving battle damage during a raid on Frankfurt.
On 11 May 1944, B17G 42-107147 of the USAAF (360BS) made an emergency wheels-up landing with heavy flak damage after a mission to Saarbrücken.
On 12 July 1957, a Lockheed Constellation of TWA made an emergency landing with one engine on fire while routing from Frankfurt to Heathrow.
On 28 July 1959, an East Anglian Flying Services Vickers 614 Viking 1 (registered G-AHPH) was written off in a landing accident at the airport. On approach, the aircraft's right-hand main gear indicator showed that the gear was unsafe. An emergency landing was made on the grass parallel to the runway. The right gear collapsed and the aircraft swung to the right, damaging it beyond repair. None of the 39 occupants were injured.
On 9 October 1960, a Handley Page Hermes of Falcon Airways (registration: G-ALDC) overran the runway on landing, ending up across the Shenfield to Southend railway line. The aircraft was written off, but all 76 people on board survived.
On 3 May 1967, a Vickers Viscount of Channel Airways (registration: G-AVJZ) was written off when a propeller was feathered on take-off. Two people on the ground died.
On 4 May 1968, a Vickers Viscount of Channel Airways (registration: G-APPU) overran the runway, having landed at too high a speed. The aircraft was written off.
On 3 June 1971, a Douglas DC-3 of Moormanair (registration: PH-MOA) returned for an emergency landing with one engine partially failed shortly after departure to the Netherlands. The aircraft was carrying supporters of Ajax Football Club. It overran the runway on landing, colliding with an earth bank at the end of the runway and slightly injuring 2 of the 32 passengers on board.
On 4 October 1974, the flight engineer of a DAT Douglas DC-6 (registration: OO-VGB) retracted the nose gear during take-off, even though the aircraft was not yet airborne, due to a communication error with the pilots. The aircraft slid along the runway and was damaged beyond repair. Of the 99 passengers on board the flight to Antwerp, one was severely injured and another four received minor injuries from evacuating the aircraft. The six crew members remained uninjured.
On 9 March 1986, a Vickers Viscount (registration: G-BLNB) made a wheels up landing, the landing gear warning horn not having functioned correctly. There were no injuries to the 3 occupants; after repair the aircraft was returned to service.
On 12 September 1987, a Beechcraft 200 (registration: G-WSJE) carrying newspapers crashed at night into Mac's Garage on the Eastwood Road. The pilot, 33-year-old Hugh Forrester Brown from nearby Canewdon, was thought to have attempted to crash land on the road after take-off, but he was unable to and hit the empty garage; he was killed in the crash.
On 11 January 1988, a Vickers Viscount of British Air Ferries (registration: G-APIM) was damaged beyond economic repair when it was in a ground collision with a Fairflight Short 330 (registration: G-BHWT). The BAF Viscount was subsequently repaired and donated to Brooklands Museum for preservation.
On 6 March 1997, a Piper PA-34 Seneca (registration: G-NJML) flying a charter taking aircraft spare parts to Ostend crashed to the north-east of the airport while attempting to return following the failure of the gyroscope in the aircraft's attitude indicator. One of the two occupants died; the other was seriously injured.
On 19 July 2006, a Cessna 150 (registration: G-BABB) being flown by a student pilot on his second solo flight crashed into a public park from the airport. The student pilot was fatally injured.
See also
Expansion of London Southend Airport
List of airports in the United Kingdom and the British Crown Dependencies
Airports of London
Military history of Britain
Military history of the United Kingdom during World War II
Southend Airport Aviation Database
References
Bibliography
(Airliner World online)
External links
Official website
Airports in the London region
Airports in Essex
Airports established in 1914
Transport in Rochford District
Airport
Airport
Rochford
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https://en.wikipedia.org/wiki/Outline%20of%20Christian%20theology
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Outline of Christian theology
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The following outline is provided as an overview of and topical guide to Christian theology:
Christian theology is the study of Christian belief and practice. Such study concentrates primarily upon the texts of the Old Testament and the New Testament as well as on Christian tradition. Christian theologians use biblical exegesis, rational analysis, and argument. Theology might be undertaken to help the theologian better understand Christian tenets, to make comparisons between Christianity and other traditions, to defend Christianity against objections and criticism, to facilitate reforms in the Christian church, and to assist in the propagation of Christianity.
Divisions of Christian theology
There are many methods of categorizing different approaches to Christian theology. For a historical analysis, see the main article on the History of Christian theology.
Sub-disciplines
Christian theologians may be specialists in one or more theological sub-disciplines. These sub-disciplines are often included in certain job titles such as 'Professor of x', 'Senior Lecturer in y':
Apologetics/polemics – studying Christian theology as it compares to non-Christian worldviews in order to defend the faith and challenge beliefs that lie in contrast with Christianity.
Biblical hermeneutics – interpretation of the Bible, often with particular emphasis on the nature and constraints of contemporary interpretation. Hermeneutics takes into consideration the culture at the time of writing, who wrote the text, who was the text written for, etc.
Biblical studies – interpretation of the Bible, often with particular emphasis on historical-critical investigation.
Biblical theology – interpretation of the Bible, often with particular emphasis on links between biblical texts and the topics of systematic or dogmatic theology.
Constructive theology – generally another name for systematic theology; also specifically a postmodernist approach to systematic theology, applying (among other things) feminist theory, queer theory, deconstructionism, and hermeneutics to theological topics.
Dogmatic theology – studying theology (or dogma) as it developed in different church denominations.
Ecumenical theology – comparing the doctrines of the diverse churches (e.g., Eastern Orthodox, Roman Catholic, the various Protestant denominations) with the goal of promoting unity among them
Exegesis – interpretation of the Bible.
Historical theology – studying Christian theology via the thoughts of other Christians throughout the centuries.
Homiletics – in theology the application of general principles of rhetoric to public preaching.
Moral theology, specifically Christian ethics – explores the moral and ethical dimensions of the religious life
Natural theology – the discussion of those aspects of theology that can be investigated without the help of revelation scriptures or tradition (sometimes contrasted with "positive theology").
Patristics or patrology—studies the teaching of Church Fathers, or the development of Christian ideas and practice in the period of the Church Fathers.
Philosophical theology – the use of philosophical methods in developing or analyzing theological concepts.
Pragmatic or practical theology – studying theology as it relates to everyday living and service to God, including serving as a religious minister.
Spiritual theology—studying theology as a means to orthopraxy; scripture and tradition are both used as guides for spiritual growth and discipline.
Systematic theology (doctrinal theology, dogmatic theology or philosophical theology)—focused on the attempt to arrange and interpret the ideas current in the religion. This is also associated with constructive theology.
Theological aesthetics – interdisciplinary study of theology and aesthetics/the arts.
Theological hermeneutics – the study of the manner of construction of theological formulations. Related to theological methodology.
Major topics
These topics crop up repeatedly in Christian theology; composing the main recurrent 'loci' around which Christian theological discussion revolves.
Bible – the nature and means of its inspiration, etc.; including hermeneutics (the development and study of theories of the interpretation and understanding of texts and the topic of Biblical law in Christianity)
Eschatology – the study of the last things, or end times. Covers subjects such as death and the afterlife, the end of history, the end of the world, the last judgment, the nature of hope and progress, etc.
Christology – the study of Jesus Christ, of his nature(s), and of the relationship between his divinity and humanity;
Divine providence – the study of sovereignty, superintendence, or agency of God over events in people's lives and throughout history.
Ecclesiology (sometimes a subsection of missiology)—the study of the Christian Church, including the institutional structure, sacraments and practices (especially the worship of God) thereof
Mariology – area of theology concerned with Mary, the Mother of Jesus Christ.
Missiology (sometimes a subsection of ecclesiology)—God's will in the world, missions, evangelism, etc.
Pneumatology – the study of the Holy Spirit, sometimes also 'geist' as in Hegelianism and other philosophico-theological systems
Protology - the study of first things, such as God's creation of the universe.
Soteriology – the study of the nature and means of salvation. May include hamartiology (the study of sin), God's Law and the Gospel (the study of the relationship between the Divine Law and divine grace, justification, and sanctification.)
Theological anthropology – the study of humanity, especially as it relates to the divine.
Theology proper – the study of God's attributes, nature, and relation to the world. May include:
Theodicy – attempts at reconciling the existence of evil and suffering in the world with the nature and justice of God.
Apophatic theology – negative theology which seeks to describe God by negation (e.g., immutable, impassible ). It is the discussion of what God is not, or the investigation of how language about God breaks down. Apophatic theology often is contrasted with "Cataphatic theology".
A traditional pattern
In many Christian seminaries, the four Great Departments of Theology are:
Exegetical theology
Historical theology
Systematic theology
Practical theology
The four departments can usefully be subdivided in the following way:
1. Exegetical theology:
Biblical studies (analysis of the contents of Scripture)
Biblical introduction
Canonics (inquiry into how the different books of the Bible came to be collected together)
Biblical theology (inquiry into how divine revelation progressed over the course of the Bible).
2. Historical theology (study of how Christian theology develops over time):
The Patristic Period (1st through 8th centuries)
The Ante-Nicene Fathers (1st to 3rd centuries)
The Nicene Fathers (4th century)
The Post-Nicene Fathers (5th to 8th centuries)
The Middle Ages (8th to 16th centuries)
The Reformation and Counter-Reformation (16th to 18th centuries)
The Modern Period (18th to 21st centuries)
3. Systematic theology:
Prolegomena (first principles)
Theology Proper
The existence of God
The attributes of God
The Trinity
Creation
Divine Providence
Doctrine of Man (theological anthropology)
Christology
Soteriology
Justification
Sanctification
Pneumatology (doctrine of the Holy Spirit)
Ecclesiology (doctrine of the Church)
Eschatology and the afterlife.
4. Practical theology:
Moral theology (Christian ethics and casuistry)
Ecclesiology
Pastoral theology
Liturgics
Homiletics
Christian education
Christian counseling
Missiology
Roman Catholic theology
One important branch of Christian theology is Roman Catholic theology which has these major teachings:
Biblical canon (involvement of Pope Damasus I [b.305]);
Absolution (sacerdotal remittance of sin);
The apostolic succession (i.e., of bishops and the Pope from the original Apostles);
Christology;
Ecclesiology since Vatican II;
Infant Baptism;
Ecumenism (the move to reunite churches);
Ecumenical Councils (as means to bring about change or reform);
Icon veneration;
The Immaculate Conception of Mary;
Real Presence;
Liturgy since Vatican II;
Models of the Church (Avery Dulles);
Moral Theology/Ethics;
Natural Law;
Indulgences (i.e., remissions by the Church of some penalties for sin);
Mary (Mary as Theotokos [i.e., in Greek, "God-bearer" or "Mother of God"]; as perpetually virgin; the Assumption of Mary);
The Pope (i.e., belief that the Pope is the successor of St. Peter, the "rock" on which the Church is built, and therefore the infallible head of Christendom);
Purgatory (a "holding place" after death where souls are purified before entering heaven);
Sacerdotalism (priesthood as intermediary and sacred office; also see priesthood (Catholic Church), Mass (liturgy), and priesthood in Vatican II);
The Sacraments; Transubstantiation; Fermentum;
Sainthood, canonization and beatification;
Papal Infallibility (the Pope being infallible when he speaks ex cathedra, that is, when he speaks in his magisterial capacity to the whole Church on a matter of faith or morals);
Tradition (i.e., its authority relative to Scripture and role of Tradition in Church Councils).
Controversial movements
Christians have had theological disagreements since the time of Jesus. Theological disputes have given rise to many schisms and different Christian denominations, sects and movements.
Pre-Reformation
Alogi – rejected the doctrine of the Logos
Arianism – doctrines regarding Christ's divinity;
Donatism
Ebionitism
Gnosticism – Generally rejected the goodness of the physical to emphasize the spiritual, also emphasized "hidden teachings."
Judaizers
Manichaeism
Marcionism
Monarchianism – doctrines regarding Christ's divinity
Monophysitism – doctrines regarding Christ's divinity
Montanism
Nazarene (sect)
Nicolationism
Nontrinitarianism
Novatianism
Pelagianism – denial of original sin and helplessness of sinner to save himself, strong affirmation of libertarian free will (see also Semi-Pelagianism)
Quartodecimanism – Easter controversy
Sabellianism – doctrines regarding the Trinity, also known as "modalism."
Simonianism
Post-Reformation
Because the Reformation promoted the idea that Christians could expound their own views of theology based on the notion of "sola scriptura," the Bible alone, many theological distinctions have occurred between the various Protestant denominations. The differences between many of the denominations are relatively minor; however, and this has helped ecumenical efforts in recent times.
Adventism – Typified by the Seventh-day Adventist Church.
Anabaptism
Anglicanism
Anglo-Catholicism – High church theology of Anglicanism.
Arminianism – affirms man's freedom to accept or reject God's gift of salvation; identified with Dutch Reformed theologian Jacobus Arminius, developed by Hugo Grotius, defended by the Remonstrants, and popularized by John Wesley. Key doctrine of Methodist churches, adopted by many Baptists and some Congregationalists.
Brethrenism: Anabaptist-Pietist, with Open and Exclusive streams.
Calvinism – System of soteriology advanced by French Reformer John Calvin, which espouses Augustinian views on election and reprobation; stresses absolute predestination, the sovereignty of God and the inability of man to effect his own salvation by believing the Gospel prior to regeneration; principle doctrines are often summarized by the acronym TULIP (see Canons of Dort).
Charismaticism – Movement in many Protestant and some Catholic churches that emphasizes the gifts of the Spirit and the continual working of the Holy Spirit within the body of Christ; often associated with glossolalia (i.e., speaking in tongues) and divine healing.
Congregationalism – Form of governance used in Congregationalist, Baptist, and Pentecostal churches in which each congregation is self-governing and independent of all others.
Counter-Reformation (or Catholic Reformation): The Roman Catholic response to the Protestant Reformation (see also Council of Trent).
Creation Spirituality – Panentheist theology.
Deism – The general doctrine that no faith is necessary for justified belief in God's existence or the doctrine that God does not intervene in earthly affairs (contrasts with Fideism).
Dispensationalism – Belief in a conservative, Biblically literalist hermeneutic and philosophy of history that, by stressing the dichotomy between Israel and the Church, rejects supersessionism (commonly referred to as "replacement theology").
Evangelicalism – Typically conservative, predominantly Protestant outlook that prioritizes evangelism above all or most other activities of the Church (see also neo-evangelicalism).
Fideism – The doctrine that faith is irrational, that God's existence transcends logic, and that all knowledge of God is on the basis of faith (contrasts with Deism).
Latitudinarianism: Broad church theology of Anglicanism.
Liberalism – Belief in interpreting the Bible to allow for the maximum amount of individual freedom.
Low church – Puritanical / Evangelical theology of Anglicanism.
Methodism – Form of church governance and doctrine used in the Methodist Church.
Modernism – Belief that truth changes, so doctrine must evolve in light of new information or trends.
Latter Day Saint movement (Mormonism): Belief that the Book of Mormon and others to be additional divine scriptures; belief in living prophets; generally reject the Nicene creed and other early creeds.
New Thought – Movement based on 19th century New England belief in positive thinking. Several denominations arose from it including Unity Church, and Religious Science.
Nonconformism – Advocacy of religious liberty; includes Quakers, Methodists, Baptists, Congregationalists and Salvationists.
Nontrinitarianism – Rejection of the doctrine of Trinity.
Open Theism – A rejection of the exhaustive foreknowledge of God, by attributing it to Greek philosophy.
Pentecostalism
Pietism – A stream of Lutheranism placing renewed emphasis on the Bible and a universal priesthood of all believers.
Presbyterianism – Form of governance used in Presbyterian and Reformed churches.
Puritanism: Movement to cleanse Episcopalianism of any "ritualistic" aspects.
Supersessionism – Belief that the Christian Church, the body of Christ, is the only elect people of God in the new covenant age (see also covenant theology).
Restoration Movement – 19th century attempt to return to a New Testament model of the Church.
Restorationism (Christian primitivism) – The doctrine that most of the modern Church is apostate; includes the Millerites, Seventh-day Adventists, Jehovah's Witnesses, and Latter Day Saints.
Salvation Army – An offshoot of the Methodist Church known for its charitable activities
Tractarianism – Oxford Movement. It led to Anglo-Catholicism.
Ultramontanism – A movement within 19th-century Roman Catholicism to emphasize papal authority, particularly in the wake of the French Revolution and the secularization of the state
Unification Church
Unitarianism – Rejects a holy "Trinity" and also the divinity of Christ, with some exceptions (see modalism).
Universalism – In various forms, the belief that all people will ultimately be reconciled with God; most famously defended by Origen.
Alger Park Christian Reformed Church https://www.algerparkchurch.org/
Contemporary theological movements
In addition to the movements listed above, the following are some of the movements found amongst Christian theologians:
Augustinianism
Black theology
Catholic Christianity
Anarchism
Christian fundamentalism
Covenant Theology
Dalit theology (a form of liberation theology developed in India)
Dispensationalism
Eastern Orthodox Christianity
Emerging church
Evangelicalism
Feminist theology
Fundamentalism
Holocaust theology (In response to the horrors of the Holocaust especially in relation to Theodicy)
Liberal theology
Liberation theology
Lutheranism
Methodism
Molinism
Narrative theology – studying a narrative presentation of the faith rather than dogmatic development.
Neo-orthodoxy (also known as "dialectical theology" and "crisis theology", stemming from the works of Søren Kierkegaard and Karl Barth)
Neo-scholasticism
New Church
New Covenant Theology
Palamism
Paleo-Orthodoxy
Pentecostalism
Personalism
Postliberal theology
Postmodern theology
Process theology
Progressive theology
Prosperity theology
Queer Theology
Quakerism
Restoration Movement
Revisionist theology
Scotism
Thomism
Transcendental Theology
Christian theology organizations
Evangelical Theological Society (ETS)
ETS is an academic society of Biblical scholars, teachers, pastors, students, and others involved in evangelical scholarship.
International Academy of Practical Theology (IAPT)
The purpose of the International Academy of Practical Theology is the study of and critical reflection on practical theological thought and action. This critical reflection should be pursued with attention to the various historical and cultural contexts in which practical theology is done. Out of respect for the diversity of these contexts, the academy seeks to promote international, interracial, and ecumenical dialogue and understanding.
Notes
See also
Biblical canon
Eastern Orthodox – Roman Catholic theological differences
Eastern Orthodox – Roman Catholic ecclesiastical differences
Christian ecumenism
Christian worship
Ecumenism
Heresy
List of Christian theologians
List of Methodist theologians
Protestant Reformation
Roman Catholicism
Vatican II
Theology
Wesleyan Quadrilateral
Word of Faith
References
Andcone, J.H., eds. Black Theology; A Documentary History, 1966–1979. Orbis Books, 1979
Appiah-Kubi, K and Torres, S., eds. African Theology en Route, Orbis Books, 1979
Bonino, J.M. Doing theology in a Revolutionary situation, Philadelphia:Fortress Press, 1975.
Christian Theology Reader by Alister McGrath.
Christian Theology: An Introduction by Alister McGrath.
Elwood, D.J., ed. Asian Christian Theology; Emerging Themes. Philadelphia: Westminster Press, 1979
Fuller, Reginald H. The Foundations of New Testament Christology (1965).
Gonzalez, Justo L. The Story of Christianity (1984, 1985, 1999). )
Hill, Jonathan 2003) The History of Christian Thought. and 0830827765
Hoare, Ryan, 2009,'What is Theology' A lecture Given at suburbschurch Bristol.
Koyama, Kosuke, Waterbuffalo Theology. Orbis books, 1974
Leith, John H. Introduction to the Reformed Tradition (1978). )
Miranda, J. Being and the Messiah. Orbis Books, 1974.
Moore, B., ed. The Challenge of Black Theology in South Africa. Atlanta: John Knox Press, 1974.
Muzorewa, H. African Theology: Its Origin and Development. Orbis Books, 1984.
Sobrino, J. Christology on the Crossroads. Orbis Books, 1978
Systematic Theology, an ecumenical trilogy by Thomas Oden
Volume 1: The Living God (1992).
Volume 2: The Word of Life (1992).
Volume 3: Life in the Spirit (1994).
External links
Confident Christians Free Christian apologetic materials and presentations
Christian Theology Reading Room: Extensive online resources for theology (Tyndale Seminary)
Christian Socialist Party USA: Real time modern day Christian theology.
andsigma;
Christian theology
Christian theology
Theology, Outline of Christian
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https://en.wikipedia.org/wiki/Jeffersonian%20democracy
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Jeffersonian democracy
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Jeffersonian democracy, named after its advocate Thomas Jefferson, was one of two dominant political outlooks and movements in the United States from the 1790s to the 1820s. The Jeffersonians were deeply committed to American republicanism, which meant opposition to what they considered to be artificial aristocracy, opposition to corruption, and insistence on virtue, with a priority for the "yeoman farmer", "planters", and the "plain folk". They were antagonistic to the aristocratic elitism of merchants, bankers, and manufacturers, distrusted factory workers, and strongly opposed and were on the watch for supporters of the Westminster system.
The term was commonly used to refer to the Democratic-Republican Party, formally named the "Republican Party", which Jefferson founded in opposition to the Federalist Party of Alexander Hamilton. At the beginning of the Jeffersonian era, only two states, Vermont and Kentucky, established universal white male suffrage by abolishing property requirements. But by the end of the Jeffersonian period, more than half of the states had followed suit, including virtually all of the states in the Old Northwest. States then also moved on to allowing white male popular votes for presidential elections, canvassing voters in a more modern style. Jefferson's party was then in full control of the apparatus of governmentfrom the state legislature and city hall to the White House.
Jeffersonian democracy persisted as an element of the Democratic Party until the early 20th century, exemplified in the rise of Jacksonian democracy and the three presidential candidacies of William Jennings Bryan.
Positions
Thomas Jefferson has been called "the most democratic of the founders". The Jeffersonians advocated a narrow interpretation of the Constitution's Article I provisions granting powers to the federal government. They strenuously opposed the Federalist Party, led by Treasury Secretary Alexander Hamilton. President George Washington generally supported Hamilton's program for a financially strong national government. The election of Jefferson in 1800, which Jefferson labeled "the revolution of 1800", brought in the Presidency of Thomas Jefferson and the permanent eclipse of the Federalists, apart from the Supreme Court.
Jeffersonian democracy is an umbrella term and some factions favored some positions more than others. While principled, with vehemently held core beliefs, the Jeffersonians had factions that disputed the true meaning of their creed. For example, during the War of 1812 it became apparent that independent state militia units were inadequate for conducting a serious war against a major country. The new Secretary of War John C. Calhoun, a Jeffersonian, proposed to build up the Army. With the support of most Republicans in Congress, Calhoun got his way. However, the "Old Republican" faction, claiming to be true to the Jeffersonian Principles of '98, fought him and reduced the size of the Army after Spain sold Florida to the U.S.
Historians characterize Jeffersonian democracy as including the following core ideals:
The core political value of America is republicanismcitizens have a civic duty to aid the state and resist corruption, especially monarchism, and aristocracy.
Jeffersonian values are best expressed through an organized political party. The Jeffersonian party was officially the "Republican Party"; political scientists later called it the Democratic-Republican Party to differentiate it from the later Republican Party of Abraham Lincoln.
It was the duty of citizens to vote and the Jeffersonians invented many modern campaign techniques designed to get out the vote. Turnout indeed soared across the country. The work of John J. Beckley, Jefferson's agent in Pennsylvania, set new standards in the 1790s. In the 1796 presidential election, he blanketed the state with agents who passed out 30,000 hand-written tickets, naming all 15 electors (printed tickets were not allowed). Historians consider Beckley to be one of the first American professional campaign managers and his techniques were quickly adopted in other states.
The Federalist Party, especially its leader Alexander Hamilton, was the arch-foe because of its acceptance of aristocracy and British methods.
The national government is a dangerous necessity to be instituted for the common benefit, protection and security of the people, nation or communityit should be watched closely and circumscribed in its powers. Most anti-Federalists from 1787 to 1788 joined the Jeffersonians.
Separation of church and state is the best method to keep the government free of religious disputes and religion free from corruption by the government.
The federal government must not violate the rights of individuals. The Bill of Rights is a central theme.
The federal government must not violate the rights of the states. The Kentucky and Virginia Resolutions of 1798 (written secretly by Jefferson and James Madison) proclaim these principles.
Freedom of speech and the press are the best methods to prevent tyranny over the people by their own government. The Federalists' violation of this freedom through the Alien and Sedition Acts of 1798 became a major issue.
The yeoman farmer best exemplifies civic virtue and independence from corrupting city influencesgovernment policy should be for his benefit. Financiers, bankers, and industrialists make cities the "cesspools of corruption" and should be avoided.
The United States Constitution was written in order to ensure the freedom of the people. However, as Jefferson wrote to James Madison in 1789, "no society can make a perpetual constitution or even a perpetual law. The earth belongs always to the living generation".
All men have the right to be informed and thus to have a say in the government. The protection and expansion of human liberty was one of the chief goals of the Jeffersonians. They also reformed their respective state systems of education. They believed that their citizens had a right to an education no matter their circumstance or status in life.
The judiciary should be subservient to the elected branches and the Supreme Court should not have the power to strike down laws passed by Congress. The Jeffersonians lost this battle to Chief Justice John Marshall, a Federalist, who dominated the Court from 1801 to his death in 1835.
Foreign policy
The Jeffersonians also had a distinct foreign policy:
Americans had a duty to spread what Jefferson called the "Empire of Liberty" to the world, but should avoid "entangling alliances".
Britain was the greatest threat, especially its monarchy, aristocracy, corruption, and business methodsthe Jay Treaty of 1794 was much too favorable to Britain and thus threatened American values.
Regarding the French Revolution, its devotion to principles of Republicanism, liberty, equality, and fraternity made France the ideal European nation. According to Michael Hardt, "Jefferson's support of the French Revolution often serves in his mind as a defense of republicanism against the monarchism of the Anglophiles". On the other hand, Napoleon was the antithesis of republicanism and could not be supported.
Navigation rights on the Mississippi River were critical to American national interests. Control by Spain was tolerablecontrol by France was unacceptable. The Louisiana Purchase was an unexpected opportunity to guarantee those rights which the Jeffersonians immediately seized upon.
A standing army is dangerous to liberty and should be avoidedmuch better was to use economic coercion such as the embargo. See Embargo Act of 1807.
Most Jeffersonians argued an expensive high seas navy was unnecessary, since cheap locally based gunboats, floating batteries, mobile shore batteries, and coastal fortifications could defend the ports without the temptation to engage in distant wars. Jefferson himself, however, wanted a few frigates to protect American shipping against Barbary pirates in the Mediterranean.
The locally controlled non-professional militia was adequate to defend the nation from invasion. After the militia proved inadequate in the War of 1812, President Madison expanded the national army for the duration.
Westward expansion
Territorial expansion of the United States was a major goal of the Jeffersonians because it would produce new farm lands for yeomen farmers. The Jeffersonians wanted to integrate the Indians into American society or remove further west those tribes that refused to integrate. However, Sheehan (1974) argues that the Jeffersonians, with the best of goodwill toward the Indians, destroyed their distinctive cultures with their misguided benevolence.
The Jeffersonians took enormous pride in the bargain they reached with France in the Louisiana Purchase of 1803. It opened up vast new fertile farmlands from Louisiana to Montana. Jefferson saw the West as an economic safety valve that would allow people in the crowded East to own farms. However, established New England political interests feared the growth of the West and a majority in the Federalist Party opposed the purchase. Jeffersonians thought the new territory would help maintain their vision of the ideal republican society, based on agricultural commerce, governed lightly and promoting self-reliance and virtue.
Jeffersonians' dream did not come to pass as the Louisiana Purchase was a turning point in the history of American imperialism. The farmers that Jefferson identified with conquered the West, often through violence against Native Americans. Jefferson himself sympathized with Native Americans, but that did not stop him from enacting policies that would continue the trend towards the dispossession of their lands.
Economics
Jeffersonian agrarians held that the economy of the United States should rely more on agriculture for strategic commodities than on industry. Jefferson specifically believed: "Those who labor in the earth are the chosen people of God, if He ever had a chosen people, whose breast He has made His peculiar deposit for substantial and genuine virtue". However, Jeffersonian ideals are not opposed to all manufacturing, rather he believed that all people have the right to work to provide for their own subsistence and that an economic system which undermines that right is unacceptable.
Jefferson believed the expansion of industry and trade could lead to the development of a class of wage laborers reliant on others for income and sustenance. It would result in workers who were dependent voters. This made Jefferson apprehensive that Americans were at risk of economic exploitation and political coercion. Jefferson’s solution was, as scholar Clay Jenkinson noted, "a graduated income tax that would serve as a disincentive to vast accumulations of wealth and would make funds available for some sort of benign redistribution downward" as well as tariffs on imported articles, which were mainly purchased by the wealthy. In 1811, Jefferson wrote a friend:
These revenues will be levied entirely on the rich . ... The Rich alone use imported articles, and on these alone, the whole taxes of the General Government are levied. The poor man ... pays not a farthing of tax to the General Government, but on his salt.
However, Jefferson was of the belief that a tax on income, as well as consumption, would constitute excessive taxation, writing in an 1816 letter:... if the system be established on the basis of Income, and his just proportion on that scale has been already drawn from everyone, to step into the field of Consumption and tax special articles ... is doubly taxing the same article. For that portion of Income with which these articles are purchased, having already paid its tax as Income, to pay another tax on the thing it purchased, is paying twice for the same thing; it is an aggrievance on the citizens who use these articles in the exoneration of those who do not, contrary to the most sacred of the duties of a government, to do equal and impartial justice to all its citizens.Similarly, Jefferson had protectionist views on international trade. He believed that not only would economic dependence on Europe diminish the virtue of the republic, but that the United States had an abundance of natural resources that Americans should be able to cultivate and use to tend to their own needs. Furthermore, exporting goods by merchant ships created risks of capture by foreign pirates and armies, which would require an expensive navy for protection. Lastly, he and other Jeffersonians believed in the power of embargoes as a means to inflict punishment on hostile foreign nations. Jefferson preferred these methods of coercion to war.
Limited government
While the Federalists advocated for a strong central government, Jeffersonians argued for strong state and local governments and a weak federal government. Self-sufficiency, self-government, and individual responsibility were in the Jeffersonian worldview among the most important ideals that formed the basis of the American Revolution. In Jefferson's opinion, nothing that could feasibly be accomplished by individuals at the local level ought to be accomplished by the federal government. The federal government would concentrate its efforts solely on national and international projects. Jefferson's advocacy of limited government led to sharp disagreements with Federalist figures such as Alexander Hamilton. Jefferson felt that Hamilton favored plutocracy and the creation of a powerful aristocracy in the United States which would accumulate increasingly greater power until the political and social order of the United States became indistinguishable from those of the Old World.
After initial skepticism, Jefferson supported the ratification of the United States Constitution and especially supported its stress on checks and balances. The ratification of the United States Bill of Rights, especially the First Amendment, gave Jefferson even greater confidence in the document. Jeffersonians favored a strict construction interpretation of federal government powers described in Article I of the Constitution. For example, Jefferson once wrote a letter to Charles Willson Peale explaining that although a Smithsonian-style national museum would be a fantastic resource, he could not support the use of federal funds to construct and maintain such a project. The "strict constructionism" of today is a remote descendant of Jefferson's views.
Politics and factions
The spirit of Jeffersonian democracy dominated American politics from 1800 to 1824, the First Party System, under Jefferson and succeeding presidents James Madison and James Monroe. The Jeffersonians proved much more successful than the Federalists in building state and local party organizations that united various factions. Voters in every state formed blocs loyal to the Jeffersonian coalition.
Prominent spokesmen for Jeffersonian principles included Madison, Albert Gallatin, John Randolph of Roanoke, Nathaniel Macon, John Taylor of Caroline, and James Monroe, John C. Calhoun, John Quincy Adams, and Henry Clay; however, Calhoun, Adams, and Clay pursued new paths after 1828.
Randolph was the Jeffersonian leader in Congress from 1801 to 1815, but he later broke with Jefferson and formed his own "Tertium Quids" faction because he thought the president no longer adhered to the true Jeffersonian principles of 1798. The Quids wanted to actively punish and discharge Federalists in the government and in the courts. Jefferson himself sided with the moderate faction exemplified by figures such as Madison, who were much more conciliatory towards Federalism.
After the Madison administration experienced serious trouble financing the War of 1812 and discovered the Army and militia were unable to make war effectively, a new generation of Republican nationalists emerged. They were supported by President James Monroe, an original Jeffersonian; and included John Quincy Adams, Henry Clay and John C. Calhoun. In 1824, Adams defeated Andrew Jackson, who had support from the Quids; and in a few years two successor parties had emerged, the Democratic Party, which formulated Jacksonian democracy and which still exists; and Henry Clay's Whig Party. Their competition marked the Second Party System.
After 1830, the principles were still talked about but did not form the basis of a political party, thus editor Horace Greeley in 1838 started a magazine, The Jeffersonian, that he said "would exhibit a practical regard for that cardinal principle of Jeffersonian Democracy, and the People are the sole and safe depository of all power, principles and opinions which are to direct the Government".
Jefferson and Jeffersonian principles
Jeffersonian democracy was not a one-man operation. It was a significant political party with many local and state leaders and various factions, and they did not always agree with Jefferson or with each other.
Jefferson was accused of inconsistencies by his opponents. The "Old Republicans" said that he abandoned the Principles of 1798. He believed the national security concerns were so urgent that it was necessary to purchase Louisiana without waiting for a Constitutional amendment. He enlarged federal power through the intrusively enforced Embargo Act of 1807. He idealized the "yeoman farmer" despite being a gentleman plantation owner. The disparities between Jefferson's philosophy and practice have been noted by numerous historians. Staaloff proposed that it was due to his being a proto-Romantic; John Quincy Adams claimed that it was a manifestation of pure hypocrisy, or "pliability of principle"; and Bailyn asserts it simply represented a contradiction with Jefferson, that he was "simultaneously a radical utopian idealist and a hardheaded, adroit, at times cunning politician". However, Jenkinson argued that Jefferson's personal failings ought not to influence present-day thinkers to disregard Jeffersonian ideals.
Kuehnelt-Leddihn, a European nobleman who opposed democracy, argues that "Jeffersonian democracy" is a misnomer because Jefferson was not a democrat, but in fact, believed in rule by an elite: "Jefferson actually was an Agrarian Romantic who dreamt of a republic governed by an elite of character and intellect".
Historian Sean Wilentz argues that as a practical politician elected to serve the people Jefferson had to negotiate solutions, not insist on his own version of abstract positions. The result, Wilentz argues, was "flexible responses to unforeseen events ... in pursuit of ideals ranging from the enlargement of opportunities for the mass of ordinary, industrious Americans to the principled avoidance of war".
Historians have long portrayed the contest between Jefferson and Hamilton as iconic for the politics, political philosophy, economic policies and future direction of the United States. In 2010, Wilentz identified a scholarly trend in Hamilton's favor: "In recent years, Hamilton and his reputation have decidedly gained the initiative among scholars who portray him as the visionary architect of the modern liberal capitalist economy and of a dynamic federal government headed by an energetic executive. Jefferson and his allies, by contrast, have come across as naïve, dreamy idealists. At best according to many historians, the Jeffersonians were reactionary utopians who resisted the onrush of capitalist modernity in hopes of turning America into a yeoman farmers' arcadia. At worst, they were proslavery racists who wish to rid the West of Indians, expand the empire of slavery, and keep political power in local hands – all the better to expand the institution of slavery and protect slaveholders' rights to own human property. Joseph Ellis wrote that developments in urbanization and industrialization that occurred during the turn of the 20th century has largely rendered Jefferson's agrarian dream irrelevant.
Jefferson summarized his essential principles of government in his first inaugural address on March 4, 1801, when he expounded on "the essential principles of our Government, and consequently, those which ought to shape its Administration", stating:
Equal and exact justice to all men, of whatever state or persuasion, religious or political; peace, commerce, and honest friendship with all nations, entangling alliances with none; the support of the State governments in all their rights, as the most competent administrations for our domestic concerns and the surest bulwarks against anti-republican tendencies; the preservation of the General Government in its whole constitutional vigor, as the sheet anchor of our peace at home and safety abroad; a jealous care of the right of election by the people...; absolute acquiescence in the decisions of the majority...a well-disciplined militia, our best reliance in peace and for the first moments of war till regulars may relieve them; the supremacy of the civil over the military authority; economy in the public expense, that labor may be lightly burthened; the honest payment of our debts and sacred preservation of the public faith; encouragement of agriculture, and of commerce as its handmaid; the diffusion of information and arraignment of all abuses at the bar of the public reason; freedom of religion; freedom of the press, and freedom of person under the protection of the habeas corpus, and trial by juries impartially selected.
See also
References
Notes
Further reading
Banning, Lance. The Jeffersonian Persuasion: Evolution of a Party Ideology (1978) online free to borrow
Banning, Lance. "Jeffersonian Ideology Revisited: Liberal and Classical Ideas in the New American Republic," William and Mary Quarterly (1986) 43#1 pp. 3–19 in JSTOR
Beard, Charles A. "Some Economic Origins of Jeffersonian Democracy." American Historical Review 19#2 (1914): pp. 282–298; Summary of his famous book; in JSTOR
Brown; Stuart Gerry. The First Republicans: Political Philosophy and Public Policy in the Party of Jefferson and Madison (1954) online
Cunningham, Noble E. The Jeffersonian Republicans in power; party operations, 1801–1809 (1963) online free to borrow
Elkins, Stanley M. and Eric L. McKitrick. The Age of Federalism: The Early American Republic, 1788–1800 (1995), the standard political history of the 1790s online free to borrow
Hendrickson, David C. and Robert W. Tucker. Empire of Liberty: the statecraft of Thomas Jefferson (1990); His foreign policy
Jefferson, Thomas. "The Jeffersonian cyclopedia: a ...". topical compendium of Jefferson's statements and quotes
Jenkinson, Clay S. Becoming Jefferson's People: Re-Inventing the American Republic in the Twenty-First Century. Reno: Marmouth Press, 2004
McCoy, Drew R. The elusive Republic : political economy in Jeffersonian America (1982) online free to borrow
Onuf, Peter, ed. Jeffersonian legacies (1993) online free to borrow
Parrington, Vernon. Main Currents in American Thought (1927) v 2 online
Pasley, Jeff. The Tyranny of Printers. The Tyranny of Printers : Jeffrey L. Pasley
Peterson, Merrill D. The Jefferson Image in the American Mind (1960)
Robinson, William A. Jeffersonian democracy in New England (Yale U.P. 1916) online
Taylor, Jeff. Where Did the Party Go?: William Jennings Bryan, Hubert Humphrey, and the Jeffersonian Legacy (2006).
White, Leonard. The Jeffersonians, 1801–1829: A Study in Administrative History (1951) comprehensive coverage of all cabinet and federal executive agencies and their main activities. online
Wilentz, Sean. The Rise of American Democracy: Jefferson to Lincoln (2005), comprehensive political history, 1800–1865.
Wilentz, Sean. "Jeffersonian democracy and the origins of political antislavery in the United States: The Missouri crisis revisited." Journal of the Historical Society 4#3 (2004): pp. 375–401.
Wiltse, Charles Maurice. The Jeffersonian Tradition in American Democracy (1935) online free to borrow
Wiltse, Charles M. "Jeffersonian Democracy: a Dual Tradition." American Political Science Review (1934) 28#05 pp. 838–851. in JSTOR
Wood, Gordon S. The American Revolution: A History. New York: The Modern Library, 2002.
––––. Empire of Liberty: A History of the Early Republic, 1789–1815. Oxford University Press, 2009.
Wright, Benjamin F. "The Philosopher of Jeffersonian Democracy." American Political Science Review 22#4 (1928): pp. 870–892. in JSTOR
Historiography
Cogliano, Francis D. ed. A Companion to Thomas Jefferson (2012), 648 pp; 34 essays by scholars focusing on how historians have handled Jefferson. online
Robertson, Andrew W. "Afterword: Reconceptualizing Jeffersonian Democracy," Journal of the Early Republic (2013) 33#2 pp. 317–334 on recent voting studies online
1790s in the United States
1800s in the United States
1810s in the United States
American political philosophy
Classical liberalism
Eponymous political ideologies
Left-wing populism in the United States
Liberalism in the United States
Western United States
Thomas Jefferson
Radicalism (historical)
Populism
Political history of the United States
Political positions of presidents of the United States
Political positions of state governors of the United States
Types of democracy
Factions in the Democratic Party (United States)
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https://en.wikipedia.org/wiki/Chase%20Bank
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Chase Bank
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JPMorgan Chase Bank, N.A., doing business as Chase, is an American national bank headquartered in New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase. The bank was known as Chase Manhattan Bank until it merged with J.P. Morgan & Co. in 2000. Chase Manhattan Bank was formed by the merger of the Chase National Bank and the Manhattan Company in 1955. The bank merged with Chemical Bank New York in 1996 and later merged with Bank One Corporation in 2004 and in 2008 acquired the deposits and most assets of Washington Mutual.
Chase offers more than 5,100 branches and 17,000 ATMs nationwide and has 18.5 million checking accounts and 25 million debit card users as of 2023. JPMorgan Chase & Co. has 250,355 employees (as of 2016) and operates in more than 100 countries. JPMorgan Chase & Co. had assets of $3.31 trillion in 2022 which makes it the largest bank in the United States as well as the bank with the most branches in the United States and the only bank with a presence in all of the contiguous United States. JPMorgan Chase, through its Chase subsidiary, is one of the Big Four banks of the United States.
History
The Bank of The Manhattan Company (New York) was founded on September 1, 1799 and continued under that name until 1955, when it merged with the Chase National Bank, which was founded in 1877; the merged bank was called The Chase Manhattan Bank.
The Manhattan Company
Chase traces its history back to the founding of The Manhattan Company by Aaron Burr on September 1, 1799 in a house at 40 Wall Street:
In 2006, the modern-day Chase bought the retail banking division of the Bank of New York, which then only months later merged with Pittsburgh-based Mellon Financial to form the present-day BNY Mellon.
Chase National Bank
Chase National Bank was formed in 1877 by John Thompson. It was named after former United States Treasury Secretary and Chief Justice Salmon P. Chase, although Chase (having died four years earlier) did not have a connection with the bank.
The Chase National Bank acquired a number of smaller banks in the 1920s through its Chase Securities Corporation. In 1926, for instance, it acquired Mechanics and Metals National Bank.
However, its most significant acquisition was that of the Equitable Trust Company of New York in 1930, the largest stockholder of which was John D. Rockefeller Jr. This made Chase the largest bank in the US and the world.
Chase was primarily a wholesale bank dealing with other prominent financial institutions and major corporate clients such as General Electric, which had, through its RCA subsidiary, leased prominent space and become a crucial first tenant of Rockefeller Center. They rescued that major project in 1930. The bank is also closely associated with and has financed the oil industry, having longstanding connections with its board of directors to the successor companies of Standard Oil, especially ExxonMobil, which are also part of Rockefeller holdings.
Merger as Chase Manhattan Bank
In 1955, Chase National Bank and The Manhattan Company merged to create the Chase Manhattan Bank. As Chase was a much larger bank, it was first intended that Chase acquire the "Bank of Manhattan", as it was nicknamed, but it transpired that Burr's original charter for the Manhattan Company had not only included the clause allowing it to start a bank with surplus funds, but another requiring unanimous consent of shareholders for the bank to be taken over. The deal was therefore structured as an acquisition by the Bank of the Manhattan Company of Chase National, with John J. McCloy becoming chairman of the merged entity. This avoided the need for unanimous consent by shareholders.
For Chase Manhattan Bank's new logo, Chermayeff & Geismar designed a stylized octagon in 1961, which remains part of the bank's logo today. It has been reported that the Chase logo was a stylized representation of the primitive water pipes laid by the Manhattan Company, but this story was refuted in 2007 by Ivan Chermayeff himself. According to Chermayeff, the Chase logo was merely intended to be distinctive and geometric, and was not intended at all to resemble a cross-section of a wooden water pipe. According to Chase, the sides of the octagon represent forward motion, while the blank space in the middle suggests progress originates from the center; and is a single unit made up of separate parts, like the bank. The bank included an asset management business called the Chase Investors Management Corporation. Under McCloy's successor, George Champion, the bank relinquished its antiquated 1799 state charter for a modern one. In 1969, under the leadership of David Rockefeller, the bank reorganized as a bank holding company, the Chase Manhattan Corporation.
The mergers and acquisitions during this period allowed Chase Manhattan to expand its influence over many non-financial corporations. A 1979 study titled "The Significance of Bank Control over Large Corporations" found that: "The Rockefeller-controlled Chase Manhattan Bank tops the list, controlling 16 companies." In 1985, Chase Manhattan expanded into Arizona by acquiring Continental Bank. In 1991, Chase Manhattan expanded into Connecticut by acquiring two insolvent banks.
Mergers with Chemical, J.P. Morgan
In August 1995, Chemical Bank of New York and Chase Manhattan Bank announced plans to merge. The merger was completed in August 1996. Chemical's previous acquisitions included Manufacturers Hanover Corporation, in 1991, and Texas Commerce Bank, in 1987. Although Chemical was the nominal survivor, the merged company retained the Chase name since not only was it better known (particularly outside the United States), but also the original charter of Chase required that the name be retained in any future business ventures. Hence, even today, it is known as JPMorgan Chase.
In December 2000, the combined Chase Manhattan completed the acquisition of J.P. Morgan & Co. in one of the largest banking mergers to date. The combined company was renamed JPMorgan Chase. In 2004, the bank acquired Bank One, making Chase the largest credit card issuer in the United States. JPMorgan Chase added Bear Stearns and Washington Mutual to its acquisitions in 2008 and 2009 respectively. After closing nearly 400 overlapping branches of the combined company, less than 10% of its total, Chase will have approximately 5,410 branches in 23 states as of the closing date of the acquisition. According to data from SNL Financial (data as of June 30, 2008), this places Chase third behind Wells Fargo and Bank of America in terms of total U.S. retail bank branches.
In October 2010, Chase was named in two lawsuits alleging manipulation of the silver market. The suits allege that by managing giant positions in silver futures and options, the banks influenced the prices of silver on the New York Stock Exchange's Comex Exchange since early 2008.
The following is an illustration of the company's major mergers and acquisitions and historical predecessors to 1995 (this is not a comprehensive list):
Bank One Corporation
In 2004, JPMorgan Chase merged with Chicago-based Bank One Corp., bringing on board its current chairman and CEO Jamie Dimon as president and COO and designating him as CEO William B. Harrison Jr.'s successor. Dimon's pay was pegged at 90% of Harrison's. Dimon quickly made his influence felt by embarking on a cost-cutting strategy and replaced former JPMorgan Chase executives in key positions with Bank One executives—many of whom were with Dimon at Citigroup. Dimon became CEO in January 2006 and chairman in December 2006 after Harrison's resignation.
Bank One Corporation was formed upon the 1998 merger between Banc One of Columbus, Ohio and First Chicago NBD. These two large banking companies were themselves created through the merger of many banks. JPMorgan Chase completed the acquisition of Bank One in Q3 2004. The merger between Bank One and JPMorgan Chase meant that corporate headquarters were now in New York City while the retail bank operations of Chase were consolidated in Chicago.
The following is an illustration of Bank One's major mergers and acquisitions and historical predecessors (this is not a comprehensive list):
Washington Mutual
On September 25, 2008, JPMorgan Chase bought most banking operations of Washington Mutual from the receivership of the Federal Deposit Insurance Corporation (FDIC). That night, the Office of Thrift Supervision, in what was by far the largest bank failure in American history, seized Washington Mutual Bank and placed it into receivership. The FDIC sold the bank's assets, secured debt obligations and deposits to JPMorgan Chase Bank, NA for $1.888 billion, which re-opened the bank the following day. As a result of the takeover, Washington Mutual shareholders lost all their equity. Through the acquisition, JPMorgan became owner of the former accounts of Providian Financial, a credit card issuer WaMu acquired in 2005. The company completed the rebranding of Washington Mutual branches to Chase in late 2009.
Other recent acquisitions and expansions
In the first quarter of 2006, Chase purchased Collegiate Funding Services, a portfolio company of private equity firm Lightyear Capital, for $663 million. CFS was used as the foundation for the Chase Student Loans, previously known as Chase Education Finance. In April of that same year, Chase acquired the Bank of New York Co.'s retail and small business banking network. This gave Chase access to 338 additional branches and 700,000 new customers in New York, New Jersey, Connecticut, and Indiana.
In 2019, Chase began opening retail branches in Pittsburgh and other areas within Western Pennsylvania; this coincided with Bank of America starting a similar expansion within the area the previous year. Even though Chase entered the market organically as opposed to a merger & acquisition, they still had to receive approval from the Office of the Comptroller of the Currency to open branches due to Chase's size as a whole. Before Chase and Bank of America expanded its retail presence into the market, Pittsburgh had been one of the largest U.S. cities without a retail presence from any of the "Big Four", with locally based PNC Financial Services (no. 6 nationally) having a commanding market share in the area. Chase had previously considered buying National City branches from PNC that were required for divesture following that bank's acquisition of National City in 2009, but were instead sold to First Niagara Bank (since absorbed into KeyBank); it had been speculated that PNC intentionally sold the branches to a much smaller competitor due to not wanting to compete with a "Big Four" bank in its home market.
In August 2021, Chase announced that it was the first bank to have a retail presence in all 48 of the contiguous United States. The last state in the US to have a Chase branch was Montana, with the branch in Billings the first branch in the state.
Expansion outside the US
In September 2021, JPMorgan Chase entered the United Kingdom retail banking market by launching an app-based current account and Deposit account under the Chase brand. This is the company's first retail banking operation outside of the United States.
Controversies
WWII Related Controversies
Purchase of Nazi Germany's Reichsmarks
A press release from the National Archives and Records Administration (NARA) in 2004 announced that many of the new Federal Bureau of Investigation (FBI) files had become declassified. This declassification enabled the discovery that before and during the early years of World War II, the German government sold a special kind of Reichsmark, known as Rückwanderer [returnee] Marks, to American citizens of German descent. Chase National Bank, along with other businesses, were involved in these transactions. Through Chase, this allowed Nazi sympathizers to purchase Marks with dollars at a discounted rate. Specifically, "The financial houses understood that the German government paid the commissions (to its agents, including Chase) through the sale of discounted, blocked Marks that came mainly from Jews who had fled Germany." In other words, Nazi Germany was able to offer these Marks below face-value because they had been stolen from émigrés fleeing the Nazi regime. Between 1936 and 1941, the Nazis amassed over $20 million, and the businesses enabling these transactions earned $1.2 million in commissions. Of these commissions, over $500,000 went to Chase National Bank and its subagents.
These facts were discovered when the FBI began its investigation in October 1940. The purpose of the investigation was to follow German-Americans who had bought the Marks. However, Chase National Bank's executives were never federally prosecuted because Chase's lead attorney threatened to reveal FBI, Army, and Navy "sources and methods" in court. Publicly naming the sources and methods could have posed security risks and threatened future intelligence gathering. To avoid such revelations, the executives' violations of the Johnson Act, the Espionage Act, and the Foreign Agents Registration Act were never prosecuted.
Release of funds for Nazi Germany
Besides the controversial Rückwanderer Mark Scheme, NARA records also revealed another controversy during the occupation of France by the Nazis. From the late 1930s until June 14, 1941, when President Franklin D. Roosevelt (FDR) issued an Executive Order freezing German assets, Chase National Bank worked with the Nazi government. The order blocking any access to French accounts in the U.S. by anyone, but especially by the Nazis was issued by Secretary of the Treasury, Henry Morgenthau Jr., with the approval of FDR. Within hours of the order, Chase unblocked the accounts and the funds were transferred through South America to Nazi Germany.
Refusal to release funds belonging to Jews in occupied France
U.S. Treasury officials wanted an investigation of French subsidiaries of American banks, including: Chase Bank, J.P. Morgan & Co, National City Corporation, Guaranty Bank, Bankers Trust, and American Express. Of these banks, only Chase and Morgan remained open in France during the Nazi occupation. The Chase branch chief in Paris, France, Carlos Niedermann, told his supervisor in New York that there had been an "expansion of deposits". Also, Niedermann was, "very vigorous in enforcing restrictions against Jewish property, even going so far as to refuse to release funds belonging to Jews in anticipation that a decree with retroactive provisions prohibiting such release might be published in the near future by the occupying Nazi authorities" .
In 1998, Chase general counsel William McDavid said that Chase did not have control over Niedermann. Whether that claim was true or not, Chase Manhattan Bank acknowledged seizing about 100 accounts during the Vichy regime. Kenneth McCallion, a partner in the New York firm Goodkind Labaton Rudoff & Sucharow, led a lawsuit against Barclays Bank for the illegal seizure of assets during World War Two and has since turned his attention toward Chase. The World Jewish Congress (WJC), entered into discussions with Chase and a spokesperson for the WJC said, "Nobody at Chase today is guilty. They were not involved in whatever happened, but they do accept that they have an institutional responsibility." A Chase spokesman said, "This is a moral issue that we take very seriously." Chase general counsel McDavid added, "that Chase intends to compensate Jewish account holders whose assets were illegally plundered". In 1999, the French government formed a commission to report findings to Prime Minister Lionel Jospin. Claire Andrieu, a commission member and history professor at the Sorbonne, said that under the Vichy regime, French banks received visits from Nazi officials but U.S. banks did not. At that time, they did not have to report Jewish accounts, but they did just as the French banks did. She goes on to say that an American ambassador protected the U.S. subsidiaries.
Related legal action
In May 1999, Chase Manhattan reached a settlement with 20 plaintiffs who filed an asset reparations lawsuit, such as the Claims Conference, a Jewish restitution organization, and the WJC. The settlement subjected Chase to an independent probe of its conduct of activity which occurred from the company's offices in Paris and Châteauneuf-sur-Cher, in southern France, during the World War II-era. The settlement also made possible the company having to eventually a pay modest but symbolically important, payouts to former Chase customers after the probe was completed. It was determined that Chase only owned a sum that was well under $1 million in asset reparations by this point in time. The settlement made Chase Manhattan the first bank to reach a settlement over Holocaust-related claims.
Public acknowledgement from Chase Manhattan
In February 2000, more than fifty years after information regarding the ties between Chase and Nazi Germany was revealed during Congressional hearings, Chase Manhattan publicly acknowledged the deal its predecessor Chase National Bank made with Nazi Germany which helped the German government exchange marks and which also likely originated from the forced sale of assets by Jewish refugees.
Recent controversies
JPMorgan Chase has paid $16 billion in fines, settlements, and other litigation expenses from 2011 to 2013. Of the $16 billion JPMorgan Chase has paid, about $8.5 billion were for fines and settlements resulting from illegal actions taken by bank executives, according to Richard Eskow at the Campaign for America's Future, who cited a new report from Joshua Rosner of Graham Fisher & Co.
The $16 billion total does not include a recent settlement that calls for JPMorgan Chase to pay $100 million to waive $417 million in claims it had made against clients of the firm MF Global.
The U.S. Treasury's Office of Foreign Assets Control found that JPMorgan had illegally aided dictatorships in Cuba, Sudan, Liberia and Iran, including transferring 32,000 ounces of gold bullion (valued at approximately $20,560,000) to the benefit of a bank in Iran. JPMorgan did not voluntarily self-disclose the Iranian matter to OFAC.
Among its other transgressions, JPMorgan has been found to have:
Misled investors
Engaged in fictitious trades
Collected illegal flood insurance commissions
Wrongfully foreclosed on soldiers; charged veterans hidden fees for refinancing
Violated the Federal Trade Commission Act by making false statements to people seeking automobile loans
Illegally increased their collection of overdraft fees by processing large transactions before smaller ones
Helped drive Jefferson County, Alabama, into bankruptcy by switching its fixed-rate debt to variable
Violated antitrust provision of the Sherman Act relating to bid rigging
Targeted account closures
During 2013 and 2014, Chase and other banks received media attention for the practice of canceling the personal and business accounts of hundreds of legal sex workers, citing in some instances the "morality clause" of their account agreement. Later it was discovered that this practice included mortgage accounts and business loans. Chase canceled the mortgage refinancing process for one individual, that the bank had initiated, whose production company made soft core films like those broadcast on Cinemax. This resulted in a lawsuit which cited evasive dealings and misleading statements by several Chase executives including Securities Vice President Adam Gelcich, Legal Fair Lending Department Vice President Deb Vincent, and an unnamed executive director and assistant general counsel.
In addition to closing accounts for sex workers, the bank has also been using its "morality clause" to disassociate from other types of businesses. Some of these other businesses include medical marijuana dispensaries and any that are "gun related". Another was a woman-owned condom manufacturing company called Lovability Condoms. Company founder Tiffany Gaines was rejected by Chase Paymentech services "as processing sales for adult-oriented products is a prohibited vertical" and was told that it was a "reputational risk" to process payment for condoms. Gaines then started a petition to ask Chase to review and change its policy of classifying condoms as an "adult oriented product". The bank later reversed its decision and invited Gaines to submit an application citing that was already doing business with a "wide variety of merchants, including grocers and drug stores, that sell similar products".
In 2019, the bank faced growing criticism for its alleged practice of arbitrarily targeting the personal accounts of outspoken online personalities such as Martina Markota and Proud Boys chairman Enrique Tarrio. Although the specific motives behind the closures were not officially disclosed the assumption among many on the right was that they were political in nature.
Dakota Access Pipeline
Financial documents from Energy Transfer Partners, the pipeline builder for the Dakota Access Pipeline, lists a number of large banking institutions that have provided credit for the project, including JP Morgan Chase. Because of these financial ties, Chase and other banks were a target of the Dakota Access Pipeline protests during 2016 and 2017.
Parental leave policy
JPMorgan Chase agreed to pay $5 million to compensate their male employees who did not receive the same paid parental leave as women from 2011 to 2017. In December 2017, the bank "clarified its policy to ensure equal access to men and women looking to be their new child's main caregiver". According to the involved attorneys, this is the biggest recorded settlement in a U.S. parental leave discrimination case. JPMorgan agreed to train and monitor to ensure equal parental leave benefits and stated that "its policy was always intended to be gender-neutral".
Fossil fuel investment
Chase has faced criticism and protests over its high rate of investment in various fossil fuel industries such as coal, oil, and gas. A study released in October 2019 indicated that Chase invests more ($75 billion) in fossil fuels than any other bank.
Unequal lending practices
An analysis of home purchases in Chicago from 2012 to 2018 by City Bureau and WBEZ Chicago showed that JP Morgan Chase, "loaned 41 times more in Chicago’s white neighborhoods than it did in the city’s black neighborhoods." The report prompted protests at Chicago Chase branches in June 2020. At a reopening of a remodeled Chase branch in Chicago's South Shore, Dimon said via video, "we have targets now to do $600 million (over the next five years) in new mortgages for Blacks and new homeowners in Chicago neighborhoods."
References
Further reading
External links
JPMorgan Chase
Banks based in New York City
Online brokerages
Financial services companies based in New York (state)
American companies established in 1799
Banks established in 1799
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https://en.wikipedia.org/wiki/Preemptive%20war
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Preemptive war
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A preemptive war is a war that is commenced in an attempt to repel or defeat a perceived imminent offensive or invasion, or to gain a strategic advantage in an impending (allegedly unavoidable) war shortly before that attack materializes. It is a war that preemptively 'breaks the peace' before an impending attack occurs.
The term 'preemptive war' is sometimes confused with the term 'preventive war'. The difference is that a preventive war is launched to destroy the potential threat of the targeted party, when an attack by that party is not imminent or known to be planned. The U.S. Department of Defense defines a preventive war as an armed conflict "initiated in the belief that military conflict, while not imminent, is inevitable, and that to delay would involve greater risk." A preemptive war is launched in anticipation of immediate aggression by another party. Most contemporary scholarship equates preventive war with aggression, and therefore argues that it is illegitimate. The waging of a preemptive war has less stigma attached than does the waging of a preventive war.
Article 2 (4) of the UN Charter requires that states refrain from the initiation of armed conflict, that is being the first to 'break the peace' unless authorized by the UN Security Council as an enforcement action under Article 42. Some authors have claimed that when a presumed adversary first appears to be beginning confirmable preparations for a possible future attack, but has not yet actually attacked, that the attack has in fact 'already begun', however this opinion has not been upheld by the UN.
Theory and practice
Prior to World War I
As early as 1625, Dutch jurist Hugo Grotius characterized a state's right of self-defense to include the right to forestall an attack forcibly. In 1685, the Scottish government conducted a preemptive military strike against Clan Campbell. In 1837, a certain legal precedent regarding preemptive wars was established in the Caroline affair, during which an Anglo-Canadian force from Upper Canada crossed the Niagara River into the United States and captured and burnt the Caroline, a ship owned by Reformist rebels. During the affair, shots were exchanged and an American citizen was killed by a Canadian sheriff. The United States rejected the legal ground of the Caroline case.
In 1842, U.S. Secretary of State Daniel Webster said that when a nation uses force "within the territory of a power at peace, nothing less than a clear and absolute necessity can afford ground of justification" and that the necessity for the use of armed force must be "instant, overwhelming, leaving no choice of means, and no moment for deliberation." That formulation is part of the Caroline test, which "is broadly cited as enshrining the appropriate customary law standard."
World War I (1914–1918)
The Austro-Hungarian Chief of the General Staff, Franz Conrad von Hötzendorf, argued for a preemptive war against Serbia in 1913. There is however no agreement among historians that Conrad's proposals were preemptive and not preventive. According to other historians, Conrad (a social Darwinist) proposed a preventive war against Serbia more than 20 times before, starting in 1909. Serbia had the image of an aggressive and expansionist power and was seen as a threat to Austria-Hungary in Bosnia and Herzegovina. The assassination of Archduke Franz Ferdinand (June 1914) was used as an excuse for Austria-Hungary to attack Serbia, leading to World War I.
During the course of the destructive and costly World War I, for the first time in history, the concept of "the war to end war" began to be seriously considered. As a further expression of that hope, upon the conclusion of the war, the League of Nations was formed. Its primary aim was to prevent war, as all signatories to the League of Nations Covenant were required to agree to desist from the initiation of all wars, preemptive or otherwise. All of the victorious nations emerging out of World War I eventually signed the agreement, with the notable exception of the United States.
League of Nations period (1919–1939)
In the 1920s, the League peaceably settled numerous international disputes and was generally perceived as succeeding in its primary purpose. It was only in the 1930s that its effectiveness in preventing wars began to come into question. Such questions began to arise when it first became apparent in 1931 that it was incapable of halting aggression by Imperial Japan in Manchuria. In the Mukden Incident, Japan claimed to be fighting a "defensive war" in Manchuria, attempting to "preempt" supposedly-aggressive Chinese intentions towards the Japanese. According to the Japanese, the Republic of China had started the war by blowing up a South Manchurian Railway line near Mukden and that since the Chinese were the aggressors, the Japanese were merely "defending themselves."' A predominance of evidence has since indicated that the railway had actually been blown up by Japanese operatives.
In 1933, the impotency of the League became more pronounced when notices were provided by Japan and Nazi Germany that they would be terminating their memberships in the League. Fascist Italy shortly followed suit by exiting the League in 1937. Soon, Italy and Germany also began engaging in militaristic campaigns designed to either enlarge their borders or to expand their sphere of military control, and the League was shown to be powerless to stop them. The perceived impotency of the League was a contributing factor to the full outbreak of World War II in 1939. The start of World War II is generally dated from the event of Germany's invasion of Poland. It is noteworthy that Germany claimed at the time that its invasion of Poland was in fact a "defensive war," as it had allegedly been invaded by a group of Polish saboteurs, signaling a potentially-larger invasion of Germany by Poland that was soon to be under way. Thus, Germany was left with no option but to preemptive invade Poland to halt the alleged Polish plans to invade Germany. It was later discovered that Germany had fabricated the evidence for the alleged Polish saboteurs as a part of the Gleiwitz incident.
World War II period (1939–1945)
Once again, during the course of the even more widespread and lethal World War II, the hope of somehow definitively ending all war, including preemptive war, was seriously discussed. That dialogue ultimately resulted in the establishment of the successor organization to the League, the United Nations (UN). As with the League, the primary aim and hope of the UN was to prevent all wars, including preemptive wars. Unlike the League, the UN had the United States as a member.
In analyzing the many components of World War II, which one might consider as separate individual wars, the various attacks on previously-neutral countries, and the attacks against Iran and Norway might be considered to have been preemptive wars.
As for the 1940 German invasion of Norway, during the 1946 Nuremberg trials, the German defense argued that Germany had been "compelled to attack Norway by the need to forestall an Allied invasion and that her action was therefore preemptive."<ref>Myres Smith McDougal, Florentino P. Feliciano, The International Law of War: Transnational Coercion and World Public Order" pp. 211, 212</ref> The German defence referred to Plan R 4 and its predecessors. Norway was vital to Germany as a transport route for iron ore from Sweden, a supply that Britain was determined to stop. One adopted British plan was to go through Norway and occupy cities in Sweden."COMMAND DECISIONS", CENTER OF MILITARY HISTORY DEPARTMENT OF THE ARMY WASHINGTON, D.C., 2000. URL p. 66, 67 "The British held back two divisions from France, intending to put them into the field in Norway, and planned to expand their force eventually to 100,000 men. The French intended to commit about 50,000. The British and French staffs agreed that the latter half of March would be the best time for going into Norway;" An Allied invasion was ordered on March 12, and the Germans intercepted radio traffic setting March 14 as deadline for the preparation. Peace in Finland interrupted the Allied plans, but Hitler became rightly convinced that the Allies would try again and ordered Operation Weseruebung.
The new Allied plans were Wilfred and Plan R 4 to provoke a German reaction by laying mines in Norwegian waters, and once Germany showed signs of taking action, Allied forces would occupy Narvik, Trondheim and Bergen and launch a raid on Stavanger to destroy Sola airfield. However, "the mines were not laid until the morning of 8 April, by which time the German ships were advancing up the Norwegian coast." However, the Nuremberg trials determined that no Allied invasion was imminent and therefore rejected Germany's argument of being entitled to attack Norway.
In the case of Iran, in which Soviet and British forces preemptively invaded this country, see Anglo-Soviet invasion of Iran.
Six Day War (1967)
Israel incorporates preemptive war in its strategic doctrine to maintain a credible deterrent posture, based on its lack of strategic depth.
The Six-Day War, which began when Israel launched a successful attack on Egypt on June 5, 1967, has been widely described as a preemptive war"Classic examples of preemptive wars include the July Crisis of 1914 and the Six Day War of 1967 in which Israel preemptively attacked Egypt...." Karl P. Mueller Striking first: preemptive and preventive attack in U.S. national security"Preemptive attack is morally justified when three conditions are fulfilled: The existence of an intention to injure, the undertaking of military preparations that increase the level of danger, and the need to act immediately because of a higher degree of risk. Since these conditions were met in Israel's Six Day War, Israel's preemptive attack on Egypt on June 5, 1967 was a legitimate act of self-defense." Mark R. Amstutz International Ethics: Concepts, Theories, and Cases in Global Politics and is, according to the United States State Department, "perhaps the most cited example [of preemption]." Others have alternatively referred to it as a preventive war. Some have referred to the war as an act of "interceptive self-defense." According to that view, no single Egyptian step may have qualified as an armed attack, but Egypt's collective actions made it clear that it was bent on armed attack against Israel. One academic has claimed that Israel's attack was not permissible under the Caroline test; he claims that there was no overwhelming threat to Israel's survival.
Invasion of Iraq (2003)
The doctrine of preemption gained renewed interest following the US invasion of Iraq. The George W. Bush administration claimed that it was necessary to intervene to prevent Saddam Hussein from deploying weapons of mass destruction (WMD). At the time, US decision-makers claimed that Saddam's weapons of mass destruction might be given to terrorist groups and that the nation's security was at a great risk. Congress passed its joint resolution
in October 2002, authorizing the US president to use military force against Saddam's regime. However, The Iraq Intelligence Commission confirmed in its 2005 report that no nuclear weapons or biological weapons capability existed. Many critics have questioned the true intention of the administration for invading Iraq, based on possibility of retaliation in the September 11 attacks.
Arguments for preemptive war during Bush administration
Sofaer's four elements
The scholar Abraham David Sofaer identified four key elements for justification of preemption:
The nature and magnitude of the threat involved;
The likelihood that the threat will be realized unless preemptive action is taken;
The availability and exhaustion of alternatives to using force;
Whether using preemptive force is consistent with the terms and purposes of the UN Charter and other applicable international agreements.
Walzer's three elements
Professor Mark R. Amstutz, citing Michael Walzer, adopted a similar but slightly-varied set of criteria and noted three factors to evaluate the justification of a preemptive strike.
The existence of an intention to injure;
The undertaking of military preparations that increase the level of danger; and
The need to act immediately because of a higher degree of risk.
Counter proliferation self-help paradigm
The proliferation of weapons of mass destruction by rogue nations gave rise to a certain argument by scholars on preemption.Steven C. Welsh, Preemptive War and International Law Center for Defense Information, 5 December 2003 They argued that the threat need not be "imminent" in the classic sense and that the illicit acquisition of the weapons, with their capacity to unleash massive destruction, by rogue states, created the requisite threat to peace and stability as to have justified the use of preemptive force. NATO's Deputy Assistant Secretary General for WMD, Guy Roberts, cited the 1962 Cuban Missile Crisis, the 1998 US attack on a Sudanese pharmaceutical plant, (identified by US intelligence to have been a chemical weapons facility) and the 1981 Israeli attack on Iraq's nuclear facility at Osirak as examples of the counterproliferation self-help paradigm. Regarding the Osirak attack, Roberts noted that at the time, few legal scholars argued in support of the Israeli attack, but he noted further that "subsequent events demonstrated the perspicacity of the Israelis, and some scholars have re-visited that attack arguing that it was justified under anticipatory self-defense." After the US invasion of Iraq in 2003, US forces captured a number of documents detailing conversations that Saddam had with his inner sanctum. The archive of documents and recorded meetings confirm that Saddam Hussein was indeed aiming to strike at Israel. In a 1982 conversation Hussein stated, "Once Iraq walks out victorious, there will not be any Israel." Of Israel's anti-Iraqi endeavors he noted, "Technically, they [the Israelis] are right in all of their attempts to harm Iraq."
Post–Bush administration period (2009–present)
After the departure of the Bush administration, the Obama administration adopted and continued many policies of the Bush Doctrine.
Intention
The intention with a preemptive strike is to gain the advantage of initiative and to harm the enemy at a moment of minimal protection, for instance, while vulnerable during transport or mobilization.
In his "Rationalist Explanations for War," James Fearon attributes the use of preemptive strikes by rational states to both offensive advantages and commitment problems between states. When a nation possesses a first strike advantage and believes itself to have a high probability of winning a war, there is a narrower de facto bargaining range between it and an opposing country for peaceful settlements. In extreme cases, if the probability of winning minus the probable costs of war is high enough, no self-enforcing peaceful outcome exists. In his discussion of preventative war arising from a commitment problem, Fearon builds an infinite-horizon model expected payoffs from period t on are (pt/(l - δ)) - Ca for state A and ((1 -pt)/(l - δ)) - Cb for
state B, where Ca and Cb are costs incurred the respective states and δ is the state discount of the future period payoffs.
The model shows that a peaceful settlement can be reached at any period that both states prefer, but strategic issues arise when there is no credible third-party guaranteer of the two states committing to a peaceful foreign policy. If there is going to be a shift in the military power between states in the future, and no credible restraint is placed on the rising military power not to exploit its future advantage, it is rational for the state with declining military power to use a preventative attack while it has a higher chance of winning the war. Fearon points out that the declining state attacks are caused not by fear of a future attack but because the future peace settlement would be worse for it than in the current period. The lack of trust that leads to a declining power's preemptive strike stems not from uncertainty about intentions of different nations but from "the situation, the structure of preferences and opportunities, that gives one party incentive to renege" on its peaceful cooperation and exploit its increased military potential in the future to win a more profitable peace settlement for itself. Thus, Fearon shows that preemptive military action is taken by nations when there is an unfavorable shift in military potential in the future that leads to a shrinking bargain range for a peaceful settlement in the current period but with no credible commitment by the other party to avoid exploiting its improved military potential in the future.
Legality
Article 2, Section 4 of the UN Charter is generally considered to be jus cogens (literally "compelling law" but in practice "higher international law") and prohibits all UN members from exercising "the threat or use of force against the territorial integrity or political independence of any state". However, in the modern framework of the UN Charter, it is the phrase "if an armed attack occurs" in Article 51 that draws the line between legitimate and illegitimate military force. Some scholars believe it is reasonable to assume that if no armed attack has yet occurred that no automatic justification for preemptive 'self-defense' has yet been made 'legal' under the UN Charter. Others conclude that the "inherent right of collective or individual self-defense" in Article 51 includes the preemptive, or anticipatory, self-defense recognized under customary international law, as articulated in the Caroline test'' noted above. (See Self-defence in international law for additional discussion.) In order to be justified as an act of self-defense, two conditions must be fulfilled which are widely regarded as necessary for its justification. The first of these is that actor must have believed that the threat is real, as opposed to (merely) perceived. The second condition is that the force used in self-defense must be proportional to the harm which the actor is threatened.
See also
Controversies relating to the Six-Day War
A Clean Break: A New Strategy for Securing the Realm
Battleplan (documentary TV series)
Bush Doctrine
Caroline affair
Dwight D. Eisenhower statements on 'preventive war' in WikiQuote
Jus ad bellum''
War of aggression
Pre-emptive nuclear strike (counterforce)
Soviet offensive plans controversy
Hobbesian trap
References
External links
Preemptive warfare: A viable strategic option
Can a member of The United Nations unilaterally decide to use preemptive force against another state without violating the UN Charter? Vytautas Kacerauskis, International Journal of Baltic Law Volume 2, No. 1 (January, 2005) ISSN 1648-9349
Washington Times
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https://en.wikipedia.org/wiki/Savoy%20Hotel
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Savoy Hotel
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The Savoy Hotel is a luxury hotel located in the Strand in the City of Westminster in central London, England. Built by the impresario Richard D'Oyly Carte with profits from his Gilbert and Sullivan opera productions, it opened on 6 August 1889. It was the first in the Savoy group of hotels and restaurants owned by Carte's family for over a century. The Savoy was the first hotel in Britain to introduce electric lights throughout the building, electric lifts, bathrooms in most of the lavishly furnished rooms, constant hot and cold running water and many other innovations. Carte hired César Ritz as manager and Auguste Escoffier as chef de cuisine; they established an unprecedented standard of quality in hotel service, entertainment and elegant dining, attracting royalty and other rich and powerful guests and diners.
The hotel became Carte's most successful venture. Its bands, Savoy Orpheans and the Savoy Havana Band, became famous, and other entertainers (who were also often guests) included George Gershwin, Frank Sinatra, Lena Horne and Noël Coward. Other famous guests have included Edward VII, Oscar Wilde, Enrico Caruso, Charlie Chaplin, Babe Ruth, Harry Truman, Joan Crawford, Judy Garland, John Wayne, Laurence Olivier, Marilyn Monroe, Humphrey Bogart, Elizabeth Taylor, Barbra Streisand, Bob Dylan, Bette Midler, The Beatles and many others. Winston Churchill often took his cabinet to lunch at the hotel.
The hotel is managed by Fairmont Hotels and Resorts. It has been called "London's most famous hotel". It has 267 guest rooms and panoramic views of the River Thames across Savoy Place and the Thames Embankment. The hotel is a Grade II listed building.
History
Site
The House of Savoy was the ruling family of Savoy, descended from Humbert I, Count of Sabaudia (or "Maurienne"), who became count in 1032. The name Sabaudia evolved into "Savoy" (or "Savoie"). Count Peter (or Piers or Piero) of Savoy (d. 1268) was the maternal uncle of Eleanor of Provence, queen-consort of Henry III of England, and came with her to London.
King Henry III made Peter Earl of Richmond and, in 1246, gave him the land between the Strand and the River Thames, where Peter built the Savoy Palace in 1263. Peter gave the palace and the manor of the Savoy to the Congregation of Canons of the Great Saint Bernard, and the palace became the "Great Hospital of St Bernard de Monte Jovis in Savoy". The manor was subsequently purchased by Queen Eleanor, who gave the site to her second son, Edmund, Earl of Lancaster. Edmund's great-granddaughter, Blanche, inherited the site. Her husband, John of Gaunt, 1st Duke of Lancaster, built a magnificent palace that was burned down by Wat Tyler's followers in the Peasants' Revolt of 1381. King Richard II was still a child, and his uncle John of Gaunt was the power behind the throne, and so a main target of the rebels.
About 1505, Henry VII planned a great hospital for "pouer, nedie people", leaving money and instructions for it in his will. The hospital was built in the palace ruins and licensed in 1512. Drawings show that it was a magnificent building, with a dormitory, dining hall and three chapels. Henry VII's hospital lasted for two centuries, but suffered from poor management. The sixteenth-century historian Stow noted that the hospital was being misused by "loiterers, vagabonds and strumpets". In 1702, the hospital was dissolved, and the hospital buildings were used for other purposes. Part of the old palace was used as a military prison in the eighteenth century. In the nineteenth century, the old hospital buildings were demolished, and new buildings were erected.
In 1864, a fire burned everything except the stone walls and the Savoy Chapel. The property sat empty until the impresario Richard D'Oyly Carte bought it in 1880, to build the Savoy Theatre specifically for the production of the Gilbert and Sullivan operas, of which he was the producer.
Early years
Having seen the opulence of American hotels during his many visits to the United States, Carte decided to build a luxury hotel in Britain, to attract a foreign clientele as well as British visitors to London. Opened in 1889, the hotel was designed by architect Thomas Edward Collcutt, who also designed the Wigmore Hall. Carte chose the name "Savoy" to commemorate the history of the property. His investors in the venture were, in addition to his relatives, Carl Rosa, George Grossmith, François Cellier, George Edwardes, Augustus Harris and Fanny Ronalds. His friend, the composer Sir Arthur Sullivan, was a shareholder and sat on the board of directors.
The hotel was built on a plot of land, next to the Savoy Theatre, that Carte originally purchased to house an electrical generator for the theatre (built in 1881), which was the first public building in the world to be lit entirely by electricity. The construction of the hotel took five years and was financed by the profits from the Gilbert and Sullivan partnership, particularly from The Mikado. It was the first hotel in Britain lit by electric lights and the first with electric lifts. Other innovations included en-suite marble bathrooms with hot and cold running water in most of its 268 rooms; glazed brickwork designed to prevent London's smoke-laden air from spoiling the external walls; and its own artesian well.
At first the Savoy did well, but within six months of opening, the hotel was losing money. The board of directors instructed Carte to replace the management team, headed by W. Hardwicke as manager and M. Charpentier as chef de cuisine. As manager he engaged César Ritz, later the founder of the Ritz Hotel; Ritz brought in the chef Auguste Escoffier and the maître d'hôtel Louis Echenard and put together what he described as "a little army of hotel men for the conquest of London"; Escoffier recruited French cooks and reorganised the kitchens. The Savoy under Ritz and his partners soon attracted distinguished and wealthy clientele, headed by the Prince of Wales. Aristocratic women, hitherto unaccustomed to dining in public, were now "seen in full regalia in the Savoy dining and supper rooms". The hotel became such a financial success that Carte bought other luxury hotels.
At the same time, Ritz continued to manage his own hotels and businesses in Europe. Nellie Melba, among others, noted that Ritz was less focused on the Savoy. In 1897, Ritz and his partners were dismissed from the Savoy. Ritz and Echenard were implicated in the disappearance of over £3,400 (equivalent to £ at ), of wine and spirits, and Escoffier had been receiving gifts from the Savoy's suppliers. In a 1938 biography of her husband, Ritz's widow maintained that he resigned and that Escoffier, Echenard, and other senior employees resigned with him. This fiction was perpetuated for many years, with the consent of the Savoy company. In fact, however, after a damning report by the company's auditors and the advice of the prominent lawyer, Sir Edward Carson, that it was the board's "imperative duty to dismiss the manager and the chef", Carte handed Ritz, Escoffier and Echenard letters of dismissal:
Ritz threatened to sue the hotel company for wrongful dismissal, but was evidently dissuaded by Escoffier, who felt that their interests would be better served by keeping the scandal quiet. It was not until 1985 that the facts became public knowledge.
The Savoy group purchased Simpson's-in-the-Strand in 1898. The next year, Carte engaged M. Joseph, proprietor of the Marivaux Restaurant in Paris, as his new maître d'hôtel and in 1900, appointed George Reeves-Smith as the next managing director of the Savoy hotel group. Reeves-Smith served in this capacity until 1941.
After Richard D'Oyly Carte died in 1901, his son Rupert D'Oyly Carte became chairman of the Savoy hotel group in 1903 and supervised the expansion of the hotel and the modernisation of the other hotels in the group's ownership, such as Claridge's. The expansion of the hotel in 1903–04 included new east and west wings, and moving the main entrance to Savoy Court off the Strand. The additions pioneered the use of steel frame construction in London. At that time, the hotel added Britain's first serviced apartments, with access to all the hotel's amenities. Many famous figures became residents, such as Sarah Bernhardt and Sir Thomas Dewar, some of whom lived there for decades. Spectacular parties were held at the hotel. For example, in 1905 the American millionaire George A. Kessler hosted a "Gondola Party" where the central courtyard was flooded to a depth of four feet, and scenery was erected around the walls. Costumed staff and guests re-created Venice. The two dozen guests dined in an enormous gondola. After dinner, Enrico Caruso sang, and a baby elephant brought in a five-foot birthday cake.
When the hotel was expanded, Rupert D'Oyly Carte decided to develop a luxurious, handcrafted bed unique to the Savoy and his other hotels. His Savoy Bed, also called the No. 2 Bed, was covered in a ticking whose design is attributed to his stepmother, Helen Carte. In 1924, the hotel bought James Edwards Limited, the manufacturer of the bed. Later, the Savoy Group sold the company, which became Savoir Beds in 1997. Savoir Beds continues to make the Savoy Bed for the hotel.
1899, Guccio Gucci worked at the Savoy as a luggage porter before founding his fashion house in 1921.
1913 to WWII
After the death of Helen Carte in 1913, Rupert D'Oyly Carte became the controlling stockholder of the hotel group. In 1919, he sold the Grand Hotel, Rome, which his father had acquired in 1894 at the urging of Ritz. For the Savoy, he hired a new chef, François Latry, who served from 1919 to 1942. In the 1920s he ensured that the Savoy continued to attract a fashionable clientele by a continuous programme of modernisation and the introduction of dancing in the large restaurants. It also became the first hotel with air conditioning, steam-heating and soundproofed windows in the rooms, 24-hour room service and telephones in every bathroom. It also manufactured its own mattresses. One famous incident during Rupert's early years was the 1923 shooting, at the hotel, of a wealthy young Egyptian, Prince Fahmy Bey, by his French wife, Marguerite. The widow was acquitted of murder after it was revealed that her husband had treated her with extreme cruelty throughout the six-month marriage and had stated that he was going to kill her.
Until the 1930s, the Savoy group had not thought it necessary to advertise, but Carte and Reeves-Smith changed their approach. "We are endeavouring by intensive propaganda work to get more customers; this work is going on in the U.S.A., in Canada, in the Argentine and in Europe." In 1938 Hugh Wontner joined the Savoy hotel group as Reeves-Smith's assistant, and he became managing director in 1941.
During World War II, Wontner and his staff had to cope with bomb damage, food rationing, manpower shortage and a serious decline in the number of foreign visitors. After the US entered the war, business picked up as the Savoy became a favourite of American officers, diplomats, journalists and others. The hotel became a meeting place for war leaders: Winston Churchill often took his cabinet to lunch at the hotel, Lord Mountbatten, Charles de Gaulle, Jan Masaryk and General Wavell were among the regular Grill Room diners, and the hotel's air-raid shelters were "the smartest in London". Wontner cooperated fully with the government's wartime restrictions, helping to draw up an order imposing a five-shilling limit on the price of a restaurant meal.
1946–2007
After World War II, the Savoy Group experienced a strike of its employees in support of a waiter dismissed from the hotel. The matter was judged so serious that the government set up a court of inquiry. Nevertheless, the hotel continued to attract celebrities. In 1946, Wontner set up "The Savoy Management Scheme", a school to train hoteliers, that was maintained for half a century. The last major appointments of Rupert D'Oyly Carte's chairmanship were Wyllie Adolf Hofflin, general manager from 1941 to 1960, and August Laplanche, head chef from 1946 to 1965. When Carte died in 1948, his daughter Bridget did not wish to become chairman, accepting instead the vice-chairman position, and the Savoy board elected Wontner, the first person to combine the roles of chairman and managing director since the Savoy's founder, Richard D'Oyly Carte. Wontner remained managing director until 1979 and chairman until 1984, and he was president thereafter until 1992.
To mark Queen Elizabeth II's coronation on 2 June 1953, the hotel hosted the Savoy Coronation Ball, attended by 1,400 people, including Hollywood stars, royalty and other notables, who paid 12 guineas (equivalent to £ as of ), each. Sixteen Yeomen Warders from the Tower of London lined the entrance staircase. The interior of the Savoy was decked in hundreds of yards of dove-grey material and heraldic banners in scarlet, blue and yellow. The design was supervised by Bridget D'Oyly Carte, whose fellow organisers included Cecil Beaton and Ninette de Valois. The cabaret was under the direction of Laurence Olivier, Noël Coward and John Mills.
Under Wontner's leadership, the Savoy appointed its first British head chef, Silvino Trompetto, who was maître-chef from 1965 to 1980. Giles Shepard (1937–2006), succeeded Wontner as managing director from 1979 to 1994 and helped to defend the Savoy Group against Charles Forte's attempt to take control of the Board in the 1980s. Forte gained a majority of the shares, but was unable to take control due to the company's ownership structure. Shepard also introduced competitive salaries for the staff, increased international marketing of the hotel, and led the Savoy's centenary celebrations. Ramón Pajares was managing director from 1994 to 1999. The Savoy continued to be a popular meeting place. "Le tout London was there it seemed, from film stars to businessmen to politicians, all staying or being entertained at the grand old fun palace on the Strand."
Bridget D'Oyly Carte died childless in 1985, bringing an end to her family line. In 1998, an American private equity house, The Blackstone Group, purchased the Savoy hotel group. They sold it in 2004 to Quinlan Private, who sold the Savoy hotel and restaurant Simpson's-In-The-Strand eight months later, for an estimated £250 million, to Al-Waleed bin Talal to be managed by Al-Waleed's affiliate, Fairmont Hotels and Resorts of Canada. Quinlan's group retained the rest of the hotels under the name Maybourne Hotel Group.
2010 refurbishment to present
In December 2007, the hotel closed for a complete renovation, the cost of which was budgeted at £100 million. The hotel conducted a sale of 3,000 pieces of its famous furnishings and memorabilia. The projected reopening date was delayed more than a year to October 2010, as structural and system problems held up construction. The building's façade required extensive stabilisation, and the cost of the renovations grew to £220 million. The new energy-efficient design reduced the hotel's electricity usage by approximately 50% and reuse and recycling increased.
The new design features a Thames Foyer with a winter garden gazebo under a stained-glass cupola with natural light, which is the venue for late-night dining and the hotel's famous afternoon tea. The glass dome had been covered since World War II. A new teashop and patisserie is called Savoy Tea, and a glass-enclosed fitness gallery with rooftop swimming pool, gym and spa are located above the Savoy Theatre. The new Beaufort Bar has an Art Deco interior of jet-black and gold and offers nightly cabaret. The River Restaurant (now renamed Kaspar's), facing the Thames, is also decorated in the Art Deco style, but the American Bar is nearly unchanged. The rooms are decorated in period styles harmonised with the adjacent hallways, and they retain built-in wardrobes and bedroom cabinets. The decor is Edwardian on the Thames river side and Art Deco on the Strand side. Butler service was also reintroduced to the hotel. Gordon Ramsay manages the Savoy Grill with Stuart Gillies as Chef Director and Andy Cook as Head Chef. In a nod to the hotel's origins, six private dining rooms are named after Gilbert and Sullivan operas. The hotel contains a small museum next to the American Bar, open to the public, with a revolving exhibition of items from the hotel's archives. A motor launch is available to take small parties from the Savoy Pier in front of the hotel for champagne river tours.
The critic for The Daily Telegraph wrote: "The Savoy is still The Savoy, only better. ... [The rooms] are calm ... you are the personality, not the room. ... [The hotel is] a saviour of The Strand I suspect now. The lobby is bigger and grander, and JUST THE SAME." A review in The Guardian noted that reception "now is sheer sleight of hand. ... In under five minutes I have been expertly drawn into the world of Savoy. [Furniture and furnishings] conspire to enhance my stay". While the same reviewer found the spa disappointing, she gave highest marks to the hotel's personalised service, the Savoy Tea, afternoon tea in the Thames Foyer, and the Beaufort bar, concluding: "The Savoy is back where it belongs – right on top." The Savoy Grill, however, lost its Michelin star and reopened to mixed reviews. Three years after the reopening, the owners announced that business had been disappointing, and the hotel was in jeopardy of closing. The hotel celebrated its 125th anniversary in 2014, at which time it received a glowing review from the London Evening Standard.
Notable guests
Numerous notable guests have stayed at the hotel. Claude Monet and James Whistler both painted or drew views, from their Savoy rooms, of the River Thames. The Savoy featured prominently in guest Oscar Wilde's trial for gross indecency. Other celebrity guests in the hotel's early decades included the future King Edward VII, Sarah Bernhardt, Enrico Caruso, Lillie Langtry, H. G. Wells, George Bernard Shaw, Nellie Melba, Charlie Chaplin, Al Jolson, Errol Flynn, Fred Astaire, Marlene Dietrich, Lionel Barrymore, Harry Truman, Audrey Hepburn, Judy Garland, Josephine Baker, Cary Grant, Babe Ruth, Ivor Novello and Noël Coward. The hotel kept records of its guests' preferences, so that it could provide for them in advance. For Coward, the staff made history by taking the first photographs of a hotel guest's toilet articles so that they could lay them out in his bathroom exactly as he liked them. They made sure to provide a fireproof eiderdown quilt to Barrymore, as he always smoked while reading in bed.
Bob Dylan stayed in the hotel in 1965 and filmed the video clip "Subterranean Homesick Blues" in an adjacent alley. Laurence Olivier and Vivien Leigh met at the hotel. Frank Sinatra, Marilyn Monroe, John Wayne, Louis Armstrong, Humphrey Bogart, Elizabeth Taylor, Richard Burton, Maria Callas, Coco Chanel, Christian Dior, Sophia Loren, Julie Andrews, Lena Horne, Marlon Brando, Jane Fonda, Barbra Streisand, Jimi Hendrix, The Beatles, Elton John, U2, Led Zeppelin, The Who, George Clooney, Whoopi Goldberg and Stephen Fry are just a few of the celebrities who stayed there in recent decades. Richard Harris lived at the hotel for the last several years of his life. While being carried out on a stretcher before he died, he joked, "It was the food."
The arts
Music and fine art
The Savoy hotel has long been associated with the arts. Monet served as the hotel's first artist-in-residence in 1901, and that program continues. George Gershwin gave the British premiere of Rhapsody in Blue at the hotel in 1925, simultaneously broadcast by the BBC. The hotel's dance bands of the inter-war years, the Savoy Orpheans and the Savoy Havana Band, were described as "probably the best-known bands in Europe" and broadcast regularly from the hotel. In 2013, the hotel reintroduced its dinner dances, with resident dance band Alex Mendham & His Orchestra playing music from the 1920s and '30s. Erlewine, Stephen Thomas. Rupert D'Oyly Carte engaged Richard Collet to run the cabaret at the Savoy, which opened in April 1929. Lena Horne and others made their British debuts there. Frank Sinatra played the piano and sang there.
In 2012, Stuart McAlpine Miller, as artist-in-residence, painted eight works inspired by celebrity guests of the hotel. The same year, another British artist, David Downes, created a large-scale drawing, delighting guests by working in the lobby of the Savoy. Downes based his work on a drawing of the Thames in the Savoy's collection. The piece, displayed in the hotel's front hall, depicts the Thames Diamond Jubilee Pageant.
In 2013 South African artist Jonty Hurwitz created a chrome and resin anamorphic sculpture of Kaspar, the hotel's cat mascot, titled "The 14th Guest", found at the entrance to the hotel's restaurant, Kaspar's Seafood Bar & Grill. Kaspar's story begins with the legend of an 1898 dinner at the Savoy given for 14 guests by Woolf Joel, a South African diamond tycoon. One of the diners was unable to attend, leaving the number of guests an unlucky 13, and another diner predicted that whoever first left the table would soon die. The first to leave was Joel, who was shot dead a few weeks later in Johannesburg. After this, the hotel offered to seat a member of its staff at tables of 13 to ward off bad luck. Finally, in 1926, the designer Basil Ionides sculpted a 3-foot high art-deco black cat called Kaspar, which is used as the 14th guest. Kaspar is given a full place setting, a napkin is tied around his neck, and he is served each course. Winston Churchill liked Ionides's Kaspar so much that he insisted that the sculpture join his parties of any size when dining at the Savoy.
In films and novels
The hotel has often been used as a film location. For example, the romantic finale to the Notting Hill (1999) is set in the hotel's Lancaster Room, where Anna (Julia Roberts) and William (Hugh Grant) declare their mutual love. In 1921, the hotel was used in the film Kipps, based on the novel by H. G. Wells. It also featured in The French Lieutenant's Woman (1981), Entrapment (1999) and Gambit (2012), among others. In 2011, the hotel was used as the setting for Duran Duran's music video for their song "Girl Panic!" from their album All You Need Is Now.
Arnold Bennett wrote the novel Imperial Palace in 1930, based on his research at the hotel. The novel fictionalises the hotel's operations. Michael Morpurgo wrote a children's book fictionalising the hotel's mascot, Kaspar, as an adventurer: Kaspar: Prince of Cats (2008), which was released in the US as Kaspar: The Titanic Cat (2012).
Restaurants and bars
Restaurants
The hotel has two well-known restaurants: the Grill Room (usually known as the Savoy Grill), on the north side of the building, with its entrance off the Strand, and the Savoy Restaurant (formerly known as the River Restaurant, now named Kaspars), on the south side, overlooking the River Thames. The latter has long been famous for its inventive chefs, beginning in 1890, with the celebrity chef Auguste Escoffier. Escoffier created many famous dishes at the Savoy. In 1893, he invented the pêche Melba in honour of the Australian singer Nellie Melba, and in 1897, Melba toast. Other Escoffier creations were bombe Néro (a flaming ice), fraises à la Sarah Bernhardt (strawberries with pineapple and Curaçao sorbet), baisers de Vierge (meringue with vanilla cream and crystallised white rose and violet petals) and suprêmes de volailles Jeannette (jellied chicken breasts with foie gras). Another signature dish is the Omelette Arnold Bennett, created by the chef Jean Baptiste Virlogeux.
Under Ritz and Escoffier, evening dress was required in the restaurant, and Ritz was innovative in hiring popular musicians to play background music during dinner and in printing daily menus. Even today, elegant dining at the Savoy includes formal afternoon tea with choral and other performances at Christmastime. The Savoy has a Sunday brunch, which includes free-flow champagne, and special events, such as New Year's Eve dinner. August Laplanche was head chef at the hotel from 1946 to 1965, Silvino Trompetto was maître-chef from 1965 to 1980, and Anton Edelmann was maître chef des cuisines for 21 years, from 1982 to 2003.
As part of the 2010 refurbishment, the restaurant was completely redecorated in the Art Deco style, with a leopard print carpet. In 2013, the restaurant became Kaspar's Seafood Bar & Grill. The menu features oysters, cured and smoked fish. The interior design follows the hotel's 1920s style and its black and green livery, and the room offers views of the Thames and some of London's landmarks. The restaurant is open all day, seven days a week. Reviews for the restaurant have improved since the re-opening: "The smoked and cured fish here is to die for, and a whole roast sea bream for two was simply brilliant."
Since Gordon Ramsay employed his former protégé Marcus Wareing in the less formal Savoy Grill, the restaurant earned its first Michelin star. The Grill was originally "where people go to eat a modest luncheon or to dine on the way to the theatre without spending too much time or too much money". Since 2010, the chef patron has been Stuart Gillies. From 2015 to 2017, Kim Woodward, a former contestant on the TV show MasterChef: The Professionals, became the Grill's first female Head Chef. The Thames Foyer serves breakfast, morning coffee, light lunch and supper, as well as afternoon tea, accompanied by the hotel's resident pianist. Also part of the hotel buildings is Simpson's-in-the-Strand, featuring classic British style cuisine. Its specialties are aged Scottish beef on the bone, potted shrimps, roast saddle of lamb and steak and kidney pie.
Bars
The American Bar at the Savoy Hotel was one of the earliest establishments to introduce American-style cocktails to Europe. The term American Bar was used in London to designate the sale of American cocktails from the late 19th century.
The Head Barmen, in chronological order, have been as follows:
Frank Wells, 1893 to 1902.
Ada "Coley" Coleman, 1903 to 1924. She concocted the "Hanky-Panky" cocktail for Sir Charles Hawtrey.
Harry Craddock, 1925 to 1938. Born in England, Craddock trained as a barman in the US but fled 1920s Prohibition to head the Savoy's bars; author of The Savoy Cocktail Book and reputed inventor of such cocktails as the "White Lady".
Eddie Clark, 1939 to 1942. During the Second World War, he created a cocktail for each branch of the armed services: "Eight Bells" for the Navy, "New Contemptible" for the Army, and "Wings" for the RAF.
Reginald "Johnnie" Johnson, 1942 to 1954. He invented "Wedding Bells" for the wedding of Princess Elizabeth and Prince Philip.
Joe Gilmore, 1954 to 1975. Among his many creations was the "Moonwalk" to honour Neil Armstrong's achievement. His hangover cure was two aspirins and a "Corpse Reviver".
Harry "Vic" Viccars, 1975 to 1981. His cocktails included "Speedbird," one of three drinks created for the first commercial flight of the Concorde in 1976.
Victor Gower, 1981 to 1985.
Peter Dorelli, 1985 to 2003. His 1889er celebrated the hotel's centenary in 1989, and together with Salim Khoury, he created the "Millennium" to celebrate the end of the 20th century.
Salim Khoury, 2003 to 2010. In 1992, he won the UK Barman of the Year competition by inventing the "Blushing Monarch", inspired by Princess Diana.
Erik Lorincz, 2010 to 2018. He created a version of the "El Malecon" cocktail.
Maxim Schulte, 2018 to 2020.
Shannon Tebay, 2021 to 2022.
Chelsie Bailey, 2022
The American Bar is decorated in a warm Art Deco design, with cream and ochre walls, and electric blue and gold chairs. The walls feature the photos of famous guests. A pianist plays classic American jazz every day on a baby grand piano in the centre of the room.
The Beaufort Bar is a new bar created in the 2010 renovation, specialising in champagne as well as cocktails. Decorated in an Art Deco design of jet-black and gold, it offers a nightly cabaret.
The Savoy Cocktail Book
In 1930, the Savoy Hotel first published its cocktail book, The Savoy Cocktail Book, with 750 recipes compiled by Harry Craddock of the American Bar and Art Deco "decorations" by Gilbert Rumbold. The book has remained in print since then and was subsequently republished in 1952, 1965, 1985, 1996, and expanded in 1999 and 2014.
Savoy Court
In Savoy Court, vehicles are required to drive on the right. This is said to date from the days of the hackney carriage when a cab driver would reach his arm out of the driver's door window to open the passenger's door (which opened backwards and had the handle at the front), without having to get out of the cab himself. Additionally, the hotel entrance's small roundabout meant that vehicles needed a turning circle of to navigate it. This is still the legally required turning circle for all London cabs.
See also
The Other Club (a dining club) used to dine in the Pinafore Room of the hotel.
Notes
References
Sources
Further reading
External links
Fairmont Hotels – The Savoy
Pathé footage of film stars' cocktail party in 1947
Purr 'n' Fur: Kaspar, of the Savoy
Review by The Critics Guide
Hotel buildings completed in 1889
Hotels in the City of Westminster
Fairmont Hotels and Resorts
Art Deco hotels
Art Deco architecture in London
Victorian era
Hotels established in 1889
Michelin Guide starred restaurants in the United Kingdom
Grade II listed buildings in the City of Westminster
1889 establishments in England
Thomas Edward Collcutt buildings
Strand, London
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https://en.wikipedia.org/wiki/Texas%20Ranger%20Division
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Texas Ranger Division
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The Texas Ranger Division, commonly called the Texas Rangers and also known as , is an investigative law enforcement agency with statewide jurisdiction in the U.S. state of Texas. It is based in the capital city Austin. In the time since its creation, the Texas Rangers have investigated crimes ranging from murder to political corruption, acted in riot control and as detectives, protected the governor of Texas, tracked down fugitives, served as a security force at important state locations, including the Alamo, and functioned as a paramilitary force at the service of both the Republic (1836–1846) and the State of Texas.
The Texas Rangers were unofficially created by Stephen F. Austin in a call-to-arms written in 1823. After a decade, on August 10, 1835, Daniel Parker introduced a resolution to the Permanent Council creating a body of rangers to protect the Mexican border. The unit was dissolved by the federal authorities after the Civil War during the Reconstruction Era but was quickly reformed upon the reinstitution of home government. Since 1935, the organization has been a division of the Texas Department of Public Safety (TxDPS); it fulfills the role of Texas' state bureau of investigation. As of 2019, there are 166 commissioned members of the Ranger force.
The Rangers have taken part in many of the most important events of Texas history, such as stopping the assassination of presidents William Howard Taft and Porfirio Díaz in El Paso, and in some of the best-known criminal cases in the history of the Old West, such as those of gunfighter John Wesley Hardin, bank robber Sam Bass, and outlaws Bonnie and Clyde.
Scores of books have been written about the Rangers, from well-researched works of nonfiction to pulp novels and other such fiction, making the Rangers significant participants in the mythology of the Wild West and modern culture. The Lone Ranger, perhaps the best-known example of a fictional character derived from the Texas Rangers, draws his alias from having once been a Texas Ranger. Other well-known examples include the radio and television series Tales of the Texas Rangers, and the several Texas Ranger roles, including Chuck Norris portraying Cordell Walker in Walker, Texas Ranger. The Major League Baseball (MLB) team Texas Rangers is named after the division.
The Rangers are legally protected against disbandment. There is a museum dedicated to the Texas Rangers known as the Texas Ranger Hall of Fame and Museum in Waco, Texas, which celebrates the cultural significance of the Rangers.
History
The rangers were founded in 1823 when Stephen F. Austin, known as the Father of Texas, employed ten men to act as rangers to protect 600 to 700 newly settled families who arrived in Mexican Texas following the Mexican War of Independence. While there is some discussion as to when Austin actually employed men as "rangers", Texas Ranger lore dates the year of their organization to this event. The Texas Rangers were formally constituted in 1835, and in November, Robert McAlpin Williamson was chosen to be the first Major of the Texas Rangers. Within two years the Rangers comprised more than 300 men.
Following the Texas Revolution and the creation of the Republic of Texas, newly elected president Mirabeau B. Lamar (the second elected president of the Republic) raised a force of 56 Rangers to fight the Cherokee and the Comanche, partly in retaliation for the support they had given the Mexicans at the Cordova Rebellion against the Republic. Ten Rangers were killed in the Battle of Stone Houses in 1837. The size of the Ranger force was increased from 56 to 150 men by Sam Houston, as President of the Republic, in 1841 (the second time he was elected president of the Republic).
The Rangers continued to participate in skirmishes with Native Americans through 1846, when the annexation of Texas to the United States and the Mexican–American War saw several companies of Rangers mustered into federal service. They played important roles at various battles, acting as guides and participating in counter-guerrilla warfare, soon establishing a fearsome reputation among both Mexicans and Americans. At the Battle of Monterrey in September 1846, famous Texas Rangers such as John Coffee "Jack" Hays, Ben McCulloch, Bigfoot Wallace and Samuel Hamilton Walker played important roles in the battle, including advising General William Jenkins Worth on the tactics required to fight inside a Mexican city. Richard Addison Gillespie, a famed Texas Ranger, died at Monterrey, and General Worth renamed a hill "Mount Gillespie" after him. The First Regiment of Texas Mounted Rifle Volunteers was also known as "Hays' Texas Rangers". Colonel Hays organized a second regiment of Texas Rangers, including Rip Ford, who fought with General Winfield Scott in his Mexico City Campaign and the Anti-guerrilla campaign along his line of communications to Vera Cruz.
John Jackson Tumlinson Sr., the first alcalde of the Colorado district, is considered by many Texas Ranger historians to be the first Texas Ranger killed in the line of duty. One of his most urgent issues was protection of settlers from theft and murder by marauders. On his way to San Antonio in 1823 to discuss the issue with the governor, Tumlinson was killed by Native Americans. His traveling companion, a Mr. Newman, escaped. Tumlinson's body was never found.
Following the end of the war in 1848, the Rangers were largely disbanded, but the election of Hardin Richard Runnels as governor in 1857 meant US$70,000 () was allocated to fund the Rangers under John Salmon "Rip" Ford, a veteran of the Mexican war. The now 100-strong Rangers participated in campaigns against the Comanche and other tribes, whose raids against the settlers and their properties had become common. Ford and his Rangers fought the Comanche in the Battle of Little Robe Creek in 1858 and then Juan Cortina in the Battle of Rio Grande City the following year with Capt. Peter Tumlinson.
The success of a series of campaigns in the 1860s marked a turning point in Rangers' history. The U.S. Army could provide only limited and thinly-stretched protection in the enormous territory of Texas. By contrast, the Rangers' effectiveness when dealing with these threats convinced both the people of the state and the political leaders that a well-funded and organized state Ranger force was essential. Such a force could use the deep familiarity with the territory and the proximity with the theater of operations as major advantages in its favor. This option was not pursued, in view of the emerging national political problems (prelude to the American Civil War), and the Rangers were again dissolved.
Many Rangers enlisted to fight for the Confederacy following the secession of Texas from the United States in 1861 during the Civil War. The 8th Texas Cavalry Regiment was also known as Terry's Texas Rangers. In 1870, during Reconstruction, the Rangers were briefly replaced by a Union-controlled version called the Texas State Police; supplemented by the 30 man Texas Special Police. Both organizations were disbanded only three years later. The state election of 1873 saw newly elected Governor Richard Coke and the state legislature recommission the Rangers. During these times, many of the Rangers' myths were born, such as their success in capturing or killing notorious criminals and desperados (including bank robber Sam Bass and gunfighter John Wesley Hardin), their involvement in the Mason County War, the Horrell-Higgins Feud, and their decisive role in the defeat of the Comanche, Kiowa and Apache peoples. The Apache "dreaded the Texas Rangers...whose guns were always loaded and whose aim was unerring; they slept in the saddle and ate while they rode, or done without...when they took up our trail they followed it determinedly and doggedly day and night." Also during these years, the Rangers suffered the only defeat in their history when they surrendered at the Salinero Revolt in 1877.
Despite the fame of their deeds, the conduct of the Rangers during this period was illegally excessive. In particular, Leander H. McNelly and his men used ruthless methods that often rivaled the brutality of their opponents, such as taking part in summary executions and confessions induced by torture and intimidation.
The Rangers next saw serious action at the summit of William Howard Taft and President Porfirio Díaz in 1909, preventing an assassination of both presidents, and during the subsequent Mexican Revolution. The breakdown of law and order on the Mexican side of the border, coupled with the lack of federal military forces, meant the Rangers were once again called upon to restore and maintain law and order, by any necessary means, which again led to excesses. However, the situation necessitated the appointment of hundreds of new special Rangers by the state, which neglected to carefully screen aspiring members. The Rangers were responsible for several incidents, ending in the January 28, 1918 massacre of the male population (15 Mexican men and boys ranging in age from 16 to 72 years) of the tiny community of Porvenir, Texas, on the Mexican border in western Presidio County. Before the decade was over, thousands of people died, Texans and Mexicans alike. In January 1919, an investigation launched by Texas lawmaker José Tomás Canales found that from 300 to 5,000 people, mostly of Hispanic descent, had been killed by Rangers from 1910 to 1919, and that members of the Rangers had been involved in many acts of brutality and injustice. The Rangers were reformed by a resolution of the Legislature in 1919, which saw the special Ranger groups disbanded and a complaints system instituted.
The Great Depression forced both the federal and state governments to cut down on personnel and funding of their organizations, and the number of commissioned officers was reduced to 45, with the only means of transportation afforded to Rangers being free railroad passes or using their personal horses. The agency was again damaged after supporting Governor Ross Sterling in his re-election campaign—after his opponent Miriam Amanda "Ma" Ferguson won, she proceeded to discharge all serving Rangers in 1933.
The ensuing disorganization of law enforcement in the state caused the Legislature to engage a firm of consultants to reorganize the state security agencies. The consultants recommended merging the Rangers with the Texas Highway Patrol under a new agency called the Texas Department of Public Safety (DPS). This change took place in 1935, with an initial budget of US$450,000 (). With minor rearrangements over the years, the 1935 reforms have ruled the Texas Rangers' organization until present day. Hiring new members, which had been largely a political decision, was achieved through a series of examinations and merit evaluations. Promotion relied on seniority and performance in the line of duty. Today, the historical importance and symbolism of the Texas Rangers is such that they are protected by statute from being disbanded.
1919 Canales Investigation
On January 31, 1919, the Joint Committee of the Senate and the House convened at the state capitol in Austin, Texas, to begin an investigation of the Texas Rangers. The investigation was prompted by José Tomás Canales, a state representative from Brownsville, Texas. Canales filed 19 charges against the Texas Rangers and declared a state of emergency as a result of the violent policing practices that he alleged were routinely used by the state force against Mexican Americans and Mexican nationals living along the US-Mexico border. Canales also introduced a piece of legislation, House Bill 5, which proposed reorganizing the Texas Rangers and increasing the minimum qualifications and pay.
From January 31 to February 13, 1919, the committee heard testimony from people across the state, including victims of state violence, witnesses or surviving relatives, and members of the Texas Rangers. The Texas State Library and Archives Commission has preserved the full transcript of the investigation, which consists of over 1600 pages of testimony and evidence.
The testimony revealed many issues within the Texas Rangers and highlighted several high-profile cases of abuse. For example, in January 1918, a group consisting of Texas Rangers belonging to Company B and four local ranchers executed 15 innocent Mexican men and boys in Porvenir, a small community in West Texas. In the aftermath, Texas Ranger Captain James Monroe Fox falsified official reports to Adjutant General James Harley to claim that the Porvenir residents had fired on the group of Rangers. Fox would later amend his statements and ultimately resigned under pressure in 1918. However, other Texas Rangers involved in the massacre remained on the force.
Another incident that came to light during the 1919 Investigation was the murder of Toribio Rodriguez, a Brownsville police officer, in December of 1912. Rodriguez encountered a group of Texas Rangers and county law enforcement traveling in a hack with no lights. After Rodriguez asked the men to light the lamps on the hack, they began shooting at him. He returned home with a minor wound. However, the group of men went to Rodriguez's house, shot him in the back, and took him to the jail. Rodriguez died a few days later on November 14, 1912. At the time of the investigation, at least one of the Rangers involved, Captain John J. Sanders, was still active on the force.
Both particularly egregious cases offered a small sample of the many accounts of abuse that appear throughout the transcript. Witnesses also testified that violence by Texas Rangers extended beyond the US-Mexico border region and that other racial groups, and particularly African Americans, were subject to harassment and violence from the state agents.
On February 19, 1919, the committee presented its findings to the Texas House of Representatives. However, despite the revelations, the 1919 investigation did not produce the sweeping changes in the organization's culture that policymakers like Canales had wanted. Ultimately, no Texas Rangers were prosecuted for their involvement in acts of violence like the Porvenir Massacre or the murder of Toribio Rodriguez. While the committee acknowledged that “the conduct of certain members of the ranger force... is most reprehensible,” they justified the Rangers’ continuing presence along the border and praised the majority of the state agents for their “great service... in the protection of property.”
However, there were a few notable changes. The state legislators decided to reduce the force from well over 1,000 men to just 68 Rangers. The majority of the reduction came from eliminating the "Loyalty Rangers," a group of unpaid volunteer Rangers that was established during World War I to monitor acts of "disloyalty" in their communities. At the time of the investigation, there were approximately 800 Loyalty Rangers still in service. Many of the men who were dismissed moved into careers in local law enforcement or later in the US Border Patrol, which was established in 1924.
Old West image
From its earliest days, the Rangers were surrounded with the mystique of the Old West. Although popular culture's image of the Rangers is typically one of rough living, tough talk and a quick draw, Ranger Captain John "Rip" Ford described the men who served him as this:
A large proportion ... were unmarried. A few of them drank intoxicating liquors. Still, it was a company of sober and brave men. They knew their duty and they did it. While in a town they made no braggadocio demonstration. They did not gallop through the streets, shoot, and yell. They had a specie of moral discipline which developed moral courage. They did right because it was right.
Despite the age of the agency, and the many contributions they have made to law enforcement over their entire history, Texas Rangers developed most of their reputation during the days of the Old West. Of the 79 Rangers killed in the line of duty, 30 were killed during the Old West period of 1858 through 1901. Also during this period, two of their three most high-profile captures or killings took place, the capture of John Wesley Hardin and the killing of Sam Bass, in addition to the capture of Texas gunman Billy Thompson and others.
American historian Andrew Graybill has argued that the Texas Rangers resemble the Royal Canadian Mounted Police in many ways. He argues that each organization protected the established order by confining and removing Native Americans, by tightly controlling the mixed blood peoples (the African Americans in Texas, and the Métis in Canada), assisted the large-scale ranchers against the small-scale ranchers and farmers who fenced the land, and broke the power of labor unions that tried to organize the workers of industrial corporations.
"One Riot, One Ranger"
A famous phrase associated with the Rangers is One Riot, One Ranger. It is a sensationalized apocrypha in that there was never actually a riot; rather, the phrase was coined by Ranger Captain William "Bill" McDonald, who was sent to Dallas in 1896 to prevent the illegal heavyweight prize fight between Pete Maher and Bob Fitzsimmons that had been organized by Dan Stuart and patronized by the eccentric "Hanging Judge" Roy Bean of Langtry, Texas. According to the story, McDonald's train was met by the mayor, who asked the single Ranger where the other lawmen were. McDonald is said to have replied: "Hell! Ain't I enough? There's only one prize-fight!"
Although some measure of truth lies within the tale, it is largely an idealized account written by author Bigelow Paine and loosely based on McDonald's statements, published in Paine's 1909 book Captain Bill McDonald: Texas Ranger. In truth, the fight had been so heavily publicized that nearly every Ranger was on hand, including all captains and their superior, Adjutant General Woodford H. Mabry. Many of them were undecided on stopping the fight or attending it; and other famous lawmen, such as Bat Masterson, were also present. The orders of the governor were clear, however, and the bout was stopped. Stuart then tried to reorganize it in El Paso and later in Langtry, but the Rangers thwarted his attempts. Finally, the fight took place on the Mexican side of the Rio Grande near Langtry.
The motto appears on the pedestal of a bronze Texas Ranger statue that was at Dallas Love Field airport also titled One Riot, One Ranger. The statue was contributed in 1961 by Earle Wyatt and his wife. The Texas Ranger statue was removed from the airport and put in storage in 2020 after publication of the book Cult of Glory, which details a number of unsavory incidents involving the Rangers. According to Cult of Glory, the statue was modeled after Jay Banks, a pro-segregation Ranger of the era. Banks was on good terms with White Citizens' Councils and was involved in resistance to school integration after Brown v. Board of Education. A final status on the location of the statue is awaiting a "community dialogue".
High-profile cases
The Texas Rangers have assisted in many high-profile cases throughout the years. Some cases are deeply entrenched in the Rangers' lore, such as those of outlaw John Wesley Hardin, bank robber Sam Bass, and Bonnie and Clyde.
Sam Bass
In 1878, Sam Bass and his gang, who had perpetrated a series of bank and stagecoach robberies beginning in 1877, held up two stagecoaches and four trains within 25 miles (40 km) of Dallas. The gang quickly found themselves the object of pursuit across North Texas by a special company of Texas Rangers headed by Captain Junius "June" Peak. Bass was able to elude the Rangers until a member of his party, Jim Murphy, turned informer, cut a deal to save himself, and led the law to the gang. As Bass's band rode south, Murphy wrote to Major John B. Jones, commander of the Frontier Battalion of Texas Rangers.
Jones set up an ambush at Round Rock, where the Bass gang had planned to rob the Williamson County Bank. On July 19, 1878, Bass and his gang scouted the area before the actual robbery. They bought some tobacco at a store, and were noticed by Williamson County Sheriff Ahijah W. "Caige" Grimes, who approached the group and was shot and killed. A heavy gunfight ensued between the outlaws and the Rangers and local lawmen. A deputy named Moore was mortally wounded, as was Bass. The gang quickly mounted their horses and tried to escape while continuing to fire, and as they galloped away, Bass was shot again in the back by Ranger George Herold. Bass was later found lying helpless in a pasture north of town by the authorities. They took him into custody; he died from his wounds the next day.
John Wesley Hardin
One of Texas's deadliest outlaws, John Wesley Hardin, was reputed to be the meanest man alive, an accolade he supposedly earned by killing a man for snoring. He committed his first murder at age 15, and admitted to killing more than 40 men over 27 years. In May 1874, Hardin killed Charles Webb, the deputy sheriff of Brown County and a former Texas Ranger. John Barclay Armstrong, a Texas Ranger known as "McNelly's Bulldog" since he served with the Special Force as a sergeant and Captain Leander McNelly's right hand, received permission to arrest the outlaw. He pursued Hardin across Alabama and into Florida, and caught up with him in Pensacola.
After Armstrong, Colt pistol in hand, boarded a train that Hardin and four companions were on, the outlaw shouted, "Texas, by God!" and drew his own pistol. When it was over, one of his gang members was killed, and his three surviving friends were staring at Armstrong's pistol. Hardin had been knocked unconscious. Armstrong's hat had been pierced by a bullet, but he was uninjured. Hardin was charged for murder, convicted, and sentenced to 25 years in prison. Seventeen years later, Hardin was pardoned by Governor Jim Hogg and released from prison on March 16, 1894. He moved to El Paso, where he began practicing law. On August 19, 1895, he was murdered during a poker game at the Acme Saloon over a personal disagreement.
Taft-Díaz assassination attempt
In 1909, Private C.R. Moore of Company A, "performed one of the most important feats in the history of the Texas Rangers". William Howard Taft and Porfirio Díaz planned a summit in El Paso, Texas and Ciudad Juárez, Mexico, a historic first meeting between a U.S. president and a Mexican president and the first time an American president would cross the border into Mexico. But tensions rose on both sides of the border, including threats of assassination, so the Texas Rangers, 4,000 U.S. and Mexican troops, United States Secret Service agents and United States Marshals were all called in to provide security. Frederick Russell Burnham, the celebrated scout, was put in charge of a 250-person private security detail hired by John Hays Hammond, a nephew of Texas Ranger John Coffee Hays, who in addition to owning large investments in Mexico was a close friend of Taft from Yale University and a U.S. Vice-Presidential candidate in 1908. On October 16, the day of the summit, Burnham and Private C.R. Moore discovered a man holding a concealed palm pistol standing at the El Paso Chamber of Commerce building along the procession route. Burnham and Moore captured, disarmed, and arrested the would-be assassin within only a few feet of Taft and Díaz.
Bandit War
The Bandit War, a small but major campaign during the Border War, was fought in 1910–1915 in Texas. The conflict was a series of violent raids conducted by Mexican revolutionaries in the American settlements of Tamaulipas, Coahuila and Chihuahua. The Texas Rangers became the primary fighting force and protection of the Texans during the operations against the rebels. The Mexican faction's incursion in the territory was carried out by the Seditionistas and Carrancistas, and led by major political leaders such as Basilio Ramos and Luis de la Rosca; however, the Seditionistas were never able to launch a full-scale invasion of the United States so they resorted to conducting small raids into Texas. Much of the fighting involved the Texas Ranger Division though the United States Army also engaged in operations against the rebels. The Texas Rangers were led by Captain Harry Ransom on the orders of the Governor of Texas, James E. Ferguson.
Bonnie and Clyde
Frank Hamer, the longtime Ranger Sergeant, left the Rangers in 1932. In 1934, at the request of Col. Lee Simmons, head of the Texas prison system, Hamer was asked to use his skills to track down Bonnie Parker and Clyde Barrow, whose Barrow gang had engineered a successful breakout of associates imprisoned at the Eastham Prison Farm in Houston County. Prisoner and Barrow friend Joe Palmer had killed a guard while escaping, and the Barrow gang was responsible for many murders, robberies, and car thefts in Texas alone. Nine law enforcement officers had already died in confrontations with the gang.
After tracking the Barrow gang across nine states, Hamer, in conjunction with officials in Louisiana, learned Bonnie and Clyde had visited a home in Bienville Parish on May 21, 1934, and that Clyde had designated a rendezvous point in the vicinity with gang member Henry Methvin, in case they were later separated. Methvin, allegedly cooperating with law enforcement, made sure he was separated from them that evening in Shreveport, and the posse set up an ambush along the route to the rendezvous at Highway 154, between Gibsland and Sailes. Led by former Rangers Hamer and B. M. "Manny" Gault, the posse included Sheriff Henderson Jordan and Deputy Prentiss Oakley of Bienville Parish, Louisiana, and Dallas County Deputies Bob Alcorn and Ted Hinton. They were in place by 9:00 that night, waiting all through the next day, but with no sign of Bonnie and Clyde.
Around 9:00 a.m. on May 23, the posse, concealed in the bushes and almost ready to concede defeat, heard Clyde's stolen Ford V-8 approaching. When he stopped to speak with Henry Methvin's father (planted there with his truck that morning to distract Clyde and force him into the lane closest to the posse), the lawmen opened fire, killing Bonnie and Clyde while shooting a combined total of approximately 130 rounds.
Irene Garza murder
The Texas Rangers have received widespread coverage for their role in the investigation of the death of Irene Garza, a Texas beauty queen. In 1960, Garza was last seen going to Sacred Heart Catholic Church in McAllen where Father John Feit heard her confession. Her body was found five days later in a canal. Autopsy results showed she had been raped while unconscious and died of asphyxiation, likely from suffocation. Feit was the primary suspect, but the case stalled for many years as the Hidalgo County district attorney did not feel that the evidence was sufficient to secure a conviction. Texas Ranger Rudy Jaramillo started working on the case in 2002. In 2015, under a new district attorney, Feit was indicted for murder. In December 2017, Feit was found guilty of murder with malice aforethought. Feit, aged 85, was sentenced to life imprisonment, bringing to close the longest unsolved criminal case in Hidalgo County.
Duties
The duties of the Texas Ranger Division consist of conducting criminal and special investigations; apprehending wanted felons; suppressing major disturbances; the protection of life and property; and rendering assistance to local law enforcement in suppressing crime and violence. The Texas Ranger Division is also responsible for the gathering and dissemination of criminal intelligence pertaining to all facets of organized crime. The Texas Ranger Division joins with all other enforcement agencies in the suppression of the same; under orders of the Director, suppress all criminal activity in any given area, when it is apparent that the local officials are unwilling or unable to maintain law and order; also upon the request or order of a judge of a court of record, Texas Rangers may serve as officers of the court and assist in the maintenance of decorum, the protection of life, and the preservation of property during any judicial proceeding; and provide protection for elected officials at public functions and at any other time or place when directed. The Texas Rangers, with the approval of the Director, may conduct investigations of any alleged misconduct on the part of other Department of Public Safety personnel.
Organization
The Texas Rangers' internal organization maintains the basic outlines that were set in 1935. The agency is divided into seven companies: six District Companies lettered from "A" to "F", and Headquarters Company "H". The number of personnel is set by the Texas Legislature; , the Texas Rangers number 150 commissioned officers, one forensic artist, one fiscal analyst and 24 civilian support personnel. The Legislature has also made a provision for the temporary commissioned appointment of up to 300 Special Rangers for use in investigative or emergency situations. The statewide headquarters of the Texas Rangers is located in Austin at the Texas DPS headquarters. , the Chief of the Texas Rangers is Assistant Director of DPS Randall Prince.
The District Companies' headquarters are distributed in six geographical locations:
Houston is the headquarters for Company A
Garland is the headquarters for Company B
Lubbock is the headquarters for Company C
Weslaco is the headquarters for Company D
El Paso is the headquarters for Company E
Waco is the headquarters for Company F
"Field Rangers" are supervised by a Senior Captain (Chief), Headquarters Captain (Assistant Chief), company majors and lieutenants. Sergeants and agents are also part of the rank structure of the Rangers.
Division Headquarters:
Austin is the home of Division Headquarters, commanded by Chief Randall Prince. The Special Operations Group includes Special Weapons and Tactics Team (SWAT), Bomb Squad, Ranger Reconnaissance Team, Special Response Teams (SRT), Crisis Negotiation Teams (CNT), and Border Security Operations Center (BSOC) – Joint Operations and Intelligence Centers (JOIC). Specialized programs include the Unsolved Crimes and Public Corruption/Public Integrity investigations.
Texas Rangers Rank Structure
Ranger (Sergeant)
Lieutenant
Captain
Major
Assistant Chief
Chief
Uniforms
Modern-day Rangers (as well as their predecessors) do not have a prescribed uniform per se, although the State of Texas does provide guidelines as to appropriate Ranger attire, including a requirement that Rangers wear clothing that is western in nature. Currently, the favored attire includes white shirt and tie, khaki/tan or gray trousers, light-colored western hat, "ranger" belt, and cowboy boots. Historically, according to pictorial evidence, Rangers wore whatever clothes they could afford or muster, which were usually worn out from heavy use. While Rangers still pay for their clothing today, they receive an initial stipend to offset some of the costs of boots, gunbelts and hats.
To carry out their horseback missions, Rangers adapted tack and personal gear to fit their needs. Until the beginning of the 20th century, the greatest influence was from the vaqueros (Mexican cowboys). Saddles, spurs, ropes and vests used by the Rangers were all fashioned after those of the vaqueros. Most Rangers also preferred to wear broader-brimmed sombreros as opposed to cowboy hats, and they favored square-cut, knee-high boots with a high heel and pointed toes, in a more Spanish style. Both groups carried their guns the same way, with the holsters positioned high around their hips instead of low on the thigh. This placement made it easier to draw while riding a horse.
Badges
The wearing of badges became more common in the late 1800s. Historians have suggested several reasons for the lack of the regular use of a badge; among them, some Rangers felt a shiny badge was a tempting target. Other historians have speculated there was no real need to show a badge to a hostile Native American or outlaw. Additionally, from a historical viewpoint, a Ranger's pay was so scanty that the money required for such fancy accoutrements was rarely available. Nevertheless, some Rangers did wear badges, and the first of these appeared around 1875. They were locally made and varied considerably from one to another, but they invariably represented a star cut from a Mexican silver coin (usually a five-peso coin). The design is reminiscent of Texas's Lone Star flag.
Although present-day Rangers wear the familiar "star in a wheel" badge, it was adopted officially only recently. The current design of the Rangers' badge was approved in 1962, when Ranger Hardy L. Purvis and his mother donated enough Mexican five-peso coins to the DPS to provide badges for all 62 Rangers who were working at that time as commissioned officers.
Awards
On rare occasions, a Texas Department of Public Safety Commissioner's Medal of Valor has been issued. According to the Texas Ranger Hall of Fame and Museum, the "Medal of Valor has been awarded to four Texas Rangers - Sgt. William R. Gerth, Sgt. Stanley Keith Guffey, Sgt. John Aycock, Sgt. Danny V. Rhea." Aycock was awarded the Medal of Valor twice, in 1987 and 1995.
Rangers killed
Since the establishment of the Texas Department of Public Safety Texas Rangers Division, 124 Rangers have been killed in the line of duty. The following list also contains officers from the Texas Rangers, which was merged into the Texas Department of Public Safety.
The causes of death are as follows:
Hall of Fame and Museum
The Texas Ranger Hall of Fame and Museum opened in Waco in 1968.
See also
La Matanza (1910–1920)
List of law enforcement agencies in Texas
Colorado Rangers
New Mexico Mounted Patrol
Citations
General references
Barrow, Blanche Caldwell & John Neal Phillips (ed.). My Life With Bonnie & Clyde, University of Oklahoma Press (2004). .
Boessenecker, John. Texas Ranger: The Epic Life of Frank Hamer, the Man Who Killed Bonnie and Clyde, St. Martin's Press (2016) .
Cox, Mike. Texas Ranger Tales: Stories That Need Telling, Republic of Texas, (1998).
Cox, Mike. The Texas Rangers: Wearing the Cinco Peso, 1821–1900 (vol. 1, 2009)
Cox, Mike. Time of the Rangers: Texas Rangers: From 1900 to the Present (2010)
Cantrell, Gregg. Stephen F. Austin: Empresario of Texas. (New Haven and London: Yale University Press, (1999). .
Dishman, Christopher. A Perfect Gibraltar: The Battle for Monterrey, Mexico. University of Oklahoma Press (2010).
Doyle, Brett. Laird Transactions, Texas Lodge of Research, Captain Peter F. Tumlinson: Texian Ranger and Mason. Doyle, Brett Laird XXXIX (2004–2005) 113–24 Published by the Texas Lodge of Research A. F. & A. M. 2006.
Ford, John Salmon. Rip Ford's Texas, University of Texas Press (1987). .
Johnson, Benmamin Herber. Revolution in Texas: How a Forgotten Rebellion and Its Bloody Suppression Turned Mexicans into Americans, Yale University Press (2003).
Keil, Robert. (2002). Bosque Bonito: Violent times along the borderland during the Mexican Revolution. Alpine, TX: Sul Ross State University, Center for Big Bend Studies.
Knight, James R. & Davis, Jonathan. Bonnie and Clyde: A Twenty-First-Century Update, Eakin Press (2003).
Levario, Miguel. (2012). Militarizing the Border: When Mexicans Became the Enemy. College Station, TX: Texas A & M University Press.
Martinez, Monica Muñoz. The Injustice Never Leaves You: Anti-Mexican Violence in Texas. Harvard University Press (2018).
Miller, Rick. Texas Ranger John B. Jones and the Frontier Battalion, 1874–1881 (University of North Texas Press; 2012) 401 pages; a history of the battalion that focuses on Jones
Moore, Stephen L. Texas Rising: The Epic True Story of the Lone Star Republic and the Rise of the Texas Rangers, 1836–1846. William Morrow, (2015).
Parsons, Chuck & Marianne E. Hall Little. Captain L. H. McNelly, Texas Ranger: The Life and Times of a Fighting Man, State House Press (2000). .
Robinson, Charles. The Men Who Wear the Star: The Story of the Texas Rangers, Modern Library, (2001).
Swanson, Doug, J. Cult of Glory: The Bold and Brutal History of the Texas Rangers. Viking Press, (2020).
Utley, Robert M. Lone Star Lawmen: The Second Century of the Texas Rangers. Oxford University Press (2007).
Villanueva, Nicholas. (2017). The Lynching of Mexicans in the Texas Borderlands. Albuquerque, NM: University of New Mexico Press.
Webb, Walter Prescott. The Texas Rangers: A Century of Frontier Defense, University of Texas Press (1989).
Wilkins, Frederick. Defending the Borders: The Texas Rangers, 1848–1861, State House Press, (2001).
Wilkins, Frederick. The Law Comes to Texas: The Texas Rangers 1870–1901, State House Press, (1999). .
Wilkins, Frederick. The Legend Begins: The Texas Rangers, 1823–1845, State House Press, (1996).
External links
Official Texas Rangers website (Texas Department of Public Safety)
Official Texas Ranger Hall of Fame and Museum
"Frontier Battalion" from the Handbook of Texas Online
Rangers and Sovereignty, published 1914, hosted by the Portal to Texas History
In the Ranging Tradition: Texas Rangers in Worldwide Popular Culture.
Excerpt detailing Ranger misconduct during the Mexican–American War.
Lone Stars and Gun Smoke a Primary Source Adventure, a lesson plan hosted by the Portal to Texas History
The Adventures of Big-Foot Wallace, the Texas Ranger and Hunter, Published 1870, hosted by the Portal to Texas History
Full text digital copy of Captain Bill McDonald, Texas ranger: a story of frontier reform by Paine, Albert Bigelow, 1861–1937
Texas Rangers at Monterrey - Battle of Monterrey.com
1823 establishments in Mexico
American frontier
Lawmen of the American Old West
Organizations based in Austin, Texas
People of Spanish Texas
People from the Republic of Texas
Texas
State Bureaus of Investigation
Texas Department of Public Safety
Texas Military Department
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https://en.wikipedia.org/wiki/Quanah%20Parker
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Quanah Parker
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Quanah Parker (, ; – February 23, 1911) was a war leader of the Kwahadi ("Antelope") band of the Comanche Nation. He was likely born into the Nokoni ("Wanderers") band of Tabby-nocca and grew up among the Kwahadis, the son of Kwahadi Comanche chief Peta Nocona and Cynthia Ann Parker, an Anglo-American who had been abducted as an eight-year-old child and assimilated into the Nokoni tribe. Following the apprehension of several Kiowa chiefs in 1871, Quanah Parker emerged as a dominant figure in the Red River War, clashing repeatedly with Colonel Ranald S. Mackenzie. With European-Americans hunting American bison, the Comanches' primary sustenance, into near extinction, Quanah Parker eventually surrendered and peaceably led the Kwahadi to the reservation at Fort Sill, Oklahoma.
Quanah Parker was never elected chief by his people but was appointed by the federal government as principal chief of the entire Comanche Nation. He became a primary emissary of southwest indigenous Americans to the United States legislature. In civilian life, he gained wealth as a rancher, settling near Cache, Oklahoma. Though he encouraged Christianization of Comanche people, he also advocated the syncretic Native American Church alternative, and fought for the legal use of peyote in the movement's religious practices. He was elected deputy sheriff of Lawton in 1902. After his death in 1911, the leadership title of Chief was replaced with chairman; Quanah Parker is thereby described as the "Last Chief of the Comanche," a term also applied to Horseback.
He is buried at Chief's Knoll on Fort Sill. Many cities and highway systems in southwest Oklahoma and north Texas, once southern Comancheria, bear reference to his name.
Early life
Quanah Parker's mother, Cynthia Ann Parker (born ), was a member of the large Parker frontier family that settled in east Texas in the 1830s. She was captured in 1836 () by Comanches during the raid of Fort Parker near present-day Groesbeck, Texas. Given the Comanche name Nadua (Foundling), she was adopted into the Nokoni band of Comanches, as foster daughter of Tabby-nocca.
Assimilated into the Comanche, Cynthia Ann Parker married the Kwahadi warrior chief Peta Nocona, also known as Puhtocnocony, Noconie, Tah-con-ne-ah-pe-ah, or Nocona ("Lone Wanderer").
Quanah Parker's paternal grandfather was the Kwahadi chief Iron Jacket (Puhihwikwasu'u), a warrior of the earlier Comanche-American Wars, famous among his people for wearing a Spanish coat of mail.
Cynthia Ann Parker and Nocona's first child was Quanah Parker, born in the Wichita Mountains of southwestern Oklahoma. In a letter to rancher Charles Goodnight, Quanah Parker writes, "From the best information I have, I was born about 1850 on Elk Creek just below the Wichita Mountains." Alternative sources cite his birthplace as Laguna Sabinas/Cedar Lake in Gaines County, Texas.
Cynthia Ann Parker and Nocona also had another son, Pecos (Pecan), and a daughter, Topsana (Prairie Flower). In December 1860, Cynthia Ann Parker and Topsana were captured in the Battle of Pease River. American forces were led by Sgt. John Spangler, who commanded Company H of the U.S. 2nd Cavalry, and Texas Rangers under Sul Ross would claim that at the end of the battle, he wounded Peta Nocona, who was thereafter killed by Spangler's Mexican servant but this was disputed by eyewitnesses among the Texas Rangers and by Quanah Parker. It was believed that Quanah Parker and his brother Pecos were the only two to have escaped on horseback, and were tracked by Ranger Charles Goodnight but escaped to rendezvous with other Nokoni. Some, including Quanah Parker himself, claim this story is false and that he, his brother, and his father Peta Nocona were not at the battle, that they were at the larger camp miles away, and that Peta Nocona died years later of illness caused by wounds from battles with Apache.
Cynthia Ann Parker, along with her infant daughter Topsana, were taken by the Texas Rangers against her will to Cynthia Ann Parker's brother's home. After 24 years with the Comanche, Cynthia Ann Parker refused re-assimilation. Topsana died of an illness in 1863. Cynthia Ann Parker died by suicide through voluntary starvation in March 1871.
In the Comanche language, kwana means "an odor" or "a smell". Comanche warriors often took on more active, masculine names in maturity, but Quanah Parker retained the name his mother gave him, initially in tribute to her after her recapture.
Career
After Peta Nocona's death (c. 1864), being now Parra-o-coom ("Bull Bear") the head chief of the Kwahadi people, Horseback, the head chief of the Nokoni people, took young Quanah Parker and his brother Pecos under his wing. After Peta Nocona and Iron Jacket, Horseback taught them the ways of the Comanche warrior, and Quanah Parker grew to considerable standing as a warrior. He left and rejoined the Kwahadi band with warriors from another band. Quanah Parker surrendered to Mackenzie and was taken to Fort Sill, Indian Territory where he led the Comanches successfully for a number of years on the reservation. Quanah Parker was never elected principal chief of the Comanche by the tribe. The U.S. government appointed him principal chief of the entire nation once the people had gathered on the reservation and later introduced general elections.
In October 1867, when Quanah Parker was only a young man, he had come along with the Comanche chiefs as an observer at treaty negotiations at Medicine Lodge, Kansas. Horseback made a statement about Quanah Parker's refusal to sign the treaty. In the early 1870s, the Plains Indians were losing the battle for their land with the United States government. Following the capture of the Kiowa chiefs Sitting Bear, Big Tree, and Satanta, the last two paroled in 1873 after two years thanks to the firm and stubborn behaviour of Guipago, the Kiowa, Comanche, and Southern Cheyenne tribes joined forces in several battles. Colonel Ranald Mackenzie led U.S. Army forces in rounding up or killing the remaining Indians who had not settled on reservations.
In 1873, Isatai'i, a Comanche claiming to be a medicine man, called for all the Comanche bands to gather together for a Sun Dance, even though that ritual was Kiowa, and was not a Comanche practice. The bands gathered in May on the Red River, near present-day Texola, Oklahoma. At that gathering, Isatai'i and Quanah Parker recruited warriors for raids into Texas to avenge slain relatives. Other Comanche chiefs, notably Isa-Rosa ("White Wolf") and Tabananika ("Sound of the Sunrise") of the Yamparika, and Big Red Meat of the Nokoni band, identified the buffalo hide merchants as the real threat to their way of life. They suggested that if Quanah Parker were to attack anybody, he should attack the merchants. A war party of around 250 warriors, composed mainly of Comanches and Cheyennes, who were impressed by Isatai'i's claim of protective medicine to protect them from their enemies' bullets, headed into Texas towards the trading post of Adobe Walls. The raid should have been a slaughter, but the saloonkeeper had heard about the coming raid and kept his customers from going to bed by offering free drinks. Around 4 am, the raiders drove down into the valley. Quanah Parker and his band were unable to penetrate the two-foot thick sod walls and were repelled by the hide merchants' long-range .50 caliber Sharps rifles. As they retreated, Quanah Parker's horse was shot out from under him at five hundred yards. He hid behind a buffalo carcass, and was hit by a bullet that ricocheted off a powder horn around his neck and lodged between his shoulder blade and his neck. The wound was not serious, and Quanah Parker was rescued and brought back out of the range of the buffalo guns. The attack on Adobe Walls caused a reversal of policy in Washington. It led to the Red River War, which culminated in a decisive Army victory in the Battle of Palo Duro Canyon. On September 28, 1874, Mackenzie and his Tonkawa scouts razed the Comanche village at Palo Duro Canyon and killed nearly 1,500 Comanche horses, the main form of the Comanche wealth and power.
On the reservation
With their food source depleted, and under constant pressure from the army, the Kwahadi Comanche finally surrendered in 1875. With Colonel Mackenzie and Indian Agent James M. Hayworth, Parker helped settle the Comanche on the Kiowa-Comanche-Apache Reservation in southwestern Indian Territory.
Quanah Parker's home in Cache, Oklahoma was called the Star House.
Parker went on hunting trips with President Theodore Roosevelt, who often visited him. Nevertheless, he rejected both monogamy and traditional Protestant Christianity in favor of the Native American Church Movement, of which he was a founder.
Samuel Burk Burnett
The story of the unique friendship that grew between Quanah Parker and the Burnett family is addressed in the exhibition of cultural artifacts that were given to the Burnett family from the Parker family. The presentation of a cultural relic as significant as Quanah Parker's war lance was not done lightly. It is a clear indication of the high esteem to which the Burnett family was regarded by the Parkers. The correspondence between Quanah Parker and Samuel Burk Burnett, Sr. (1849–1922) and his son Thomas Loyd Burnett (1871–1938), expressed mutual admiration and respect. The historical record mentions little of Quanah Parker until his presence in the attack on the buffalo hunters at Adobe Walls on June 27, 1874. Fragmented information exists indicating Quanah Parker had interactions with the Apache at about this time.
This association may have related to his taking up the Native American Church, or peyote religion. Quanah Parker was said to have taken an Apache wife, but their union was short-lived. The Apache dress, bag and staff in the exhibit may be a remnant of this time in Quanah Parker's early adult life. With the buffalo nearly exterminated and having suffered heavy loss of horses and lodges at the hands of the US military, Quanah Parker was one of the leaders to bring the Kwahadi (Antelope) band of Comanches into Fort Sill during late May and early June 1875. This brought an end to their nomadic life on the southern plains and the beginning of an adjustment to more sedentary life. Burk Burnett began moving cattle from South Texas in 1874 to near present-day Wichita Falls, Texas. There he established his ranch headquarters in 1881. Changing weather patterns and severe drought caused grasslands to wither and die in Texas. Burnett and other ranchers met with Comanche and Kiowa tribes to lease land on their reservation—nearly just north of the Red River in Oklahoma.
Quanah Parker, like many of his contemporaries, was originally opposed to the opening of tribal lands for grazing by Anglo ranching interests. Quanah Parker changed his position and forged close relationships with a number of Texas cattlemen, such as Charles Goodnight and the Burnett family. As early as 1880, Quanah Parker was working with these new associates in building his own herds. In 1884, due largely to Quanah Parker's efforts, the tribes received their first "grass" payments for grazing rights on Comanche, Kiowa and Apache lands. It is during this period that the bonds between Quanah Parker and the Burnett family grew strong.
Burnett ran 10,000 cattle until the end of the lease in 1902. The cattle baron had a strong feeling for Native American rights, and his respect for them was genuine. Where other cattle kings fought natives and the harsh land to build empires, Burnett learned Comanche ways, passing both the love of the land and his friendship with the natives to his family. As a sign of their regard for Burnett, the Comanches gave him a name in their own language: Mas-sa-suta, meaning "Big Boss". Quanah Parker earned the respect of US governmental leaders as he adapted to the white man's life and became a prosperous rancher in Oklahoma. His spacious, two-story Star House had a bedroom for each of his seven wives and their children. He had his own private quarters, which were rather plain. Beside his bed were photographs of his mother Cynthia Ann Parker and younger sister Topʉsana. Quanah Parker extended hospitality to many influential people, both Native American and European American. Among the latter were the Texas surveyor W. D. Twichell and the cattleman Charles Goodnight.
During the next 27 years Quanah Parker and the Burnetts shared many experiences. Burnett helped by contributing money for the construction of Star House, Quanah Parker's large frame home. Burnett asked for (and received) Quanah Parker's participation in a parade with a large group of warriors at the Fort Worth Fat Stock Show and other public events. The "Parade" lance depicted in the exhibit was usually carried by Quanah Parker at such public gatherings. Burnett assisted Quanah Parker in buying the granite headstones used to mark the graves of his mother and sister. After years of searching, Quanah Parker had their remains moved from Texas and reinterred in 1910 in Oklahoma on the Comanche reservation at Fort Sill.
According to his daughter "Wanada" Page Parker, her father helped celebrate President Theodore Roosevelt's 1905 inauguration by appearing in the parade. In April 1905, Roosevelt visited Quanah Parker at the Star House. President Roosevelt and Quanah Parker went wolf hunting together with Burnett near Frederick, Oklahoma. During the occasion, the two discussed serious business. Quanah Parker wanted the tribe to retain ownership of that the government planned to sell off to homesteaders, an argument he eventually lost. Quanah Parker asked for help combating unemployment among his people and later received a letter from the President stating his own concern about the issue. The wolf hunt was believed to be one of the reasons that Roosevelt created the Wichita Mountains Wildlife Refuge.
Marriage and family
Quanah Parker took two wives in 1872 according to Baldwin Parker, one of Quanah Parker's sons. His first wife was Ta-ho-yea (or Tohayea), the daughter of Mescalero Apache chief Old Wolf. He had wed her in Mescalero by visiting his Apache allies since the 1860s and had got her for five mules. After a year of marriage and a visit of Mescalero Apache in the Quohada camps, Ta-ho-yea asked to return home, citing as her reason her inability to learn the Comanche language. Quanah Parker sent her back to her people. Quanah Parker's other wife in 1872 was Wec-Keah or Weakeah, daughter of Penateka Comanche subchief Yellow Bear (sometimes Old Bear). Although first espoused to another warrior, she and Quanah Parker eloped, and took several other warriors with them. Yellow Bear pursued the band and eventually Quanah Parker made peace with him. The two bands united, forming the largest force of Comanche Indians.
Over the years, Quanah Parker married six more wives: Chony, Mah-Chetta-Wookey, Ah-Uh-Wuth-Takum, Coby, Toe-Pay, and Tonarcy. A photograph, , by William B. Ellis of Quanah Parker and two of his wives identified them as Topay and Chonie. Quanah Parker had eight wives and twenty-five children (some of whom were adopted).
After moving to the reservation, Quanah Parker got in touch with his white relatives from his mother's family. He stayed for a few weeks with them, where he studied English and Western culture, and learned white farming techniques.
Founder of the Native American Church Movement
Quanah Parker is credited as one of the first important leaders of the Native American Church movement. Quanah Parker adopted the peyote religion after having been gored in southern Texas by a bull. Parker was visiting his uncle, John Parker, in Texas where he was attacked, giving him severe wounds. To fight an onset of blood burning fever, a Mexican curandera was summoned and she prepared a strong peyote tea from fresh peyote to heal him. Thereafter, Quanah Parker became involved with peyote, which contains hordenine, mescaline or phenylethylamine alkaloids, and tyramine which act as natural antibiotics when taken in a combined form. Clinical studies indicate that peyocactin, a water-soluble crystalline substance separated from an ethanol extract of the plant, proved an effective antibiotic against 18 strains of penicillin-resistant Staphylococcus aureus, several other bacteria, and a fungus.
Quanah Parker taught that the sacred peyote medicine was the sacrament given to the Indian peoples and was to be used with water when taking communion in a traditional Native American Church medicine ceremony. Quanah Parker was a proponent of the "half-moon" style of the peyote ceremony. The "cross" ceremony later evolved in Oklahoma because of Caddo influences introduced by John Wilson, a Caddo-Delaware religious leader who traveled extensively around the same time as Parker during the early days of the Native American Church movement.
Quanah Parker's most famous teaching regarding the spirituality of the Native American Church:
The White Man goes into his church house and talks about Jesus, but the Indian goes into his tipi and talks to Jesus.
The modern reservation era in Native American history began with the adoption of the Native American Church and Christianity by nearly every Native American tribe and culture within the United States and Canada as a result of Quanah Parker and Wilson's efforts. The peyote religion and the Native American Church were never the traditional religious practice of North American Indian cultures. This religion developed in the nineteenth century, inspired by events of the time being east and west of the Mississippi River, Quanah Parker's leadership, and influences from Native Americans of Mexico and other southern tribes. They had used peyote in spiritual practices since ancient times. He advocated only using mind-altering substances for ritual purposes.
Performing
Quanah Parker acted in several silent films, including The Bank Robber (1908).
Death
At the age of 66, Quanah Parker died on February 23, 1911, at Star House. In 1911, Quanah Parker's body was interred at Post Oak Mission Cemetery near Cache, Oklahoma. In 1957, his remains were moved to Fort Sill Post Cemetery at Fort Sill, Oklahoma, along with his mother Cynthia Ann Parker and sister Topsannah ("Prairie Flower"). The inscription on his tombstone reads:
Biographer Bill Neeley wrote:
"Not only did Quanah pass within the span of a single lifetime from a Stone Age warrior to a statesman in the age of the Industrial Revolution, but he never lost a battle to the white man and he also accepted the challenge and responsibility of leading the whole Comanche tribe on the difficult road toward their new existence."
Criticism
Although praised by many in his tribe as a preserver of their culture, Quanah Parker also had Comanche critics. Some claimed that he "sold out to the white man" by adapting and becoming a rancher. He dressed and lived in what some viewed as a more European-American than Comanche style. Critic Paul Chaat Smith called "Quanah Parker: sellout or patriot?" the "basic Comanche political question".
Quanah Parker did adopt some European-American ways, but he always wore his hair long and in braids. He also refused to follow U.S. marriage laws and had up to eight wives at one time.
Family reunion
The Quanah Parker Society, based in Cache, Oklahoma, holds an annual family reunion and powwow. Events usually include a pilgrimage to sacred sites in Quanah, Texas; tour of his "Star Home" in Cache; dinner; memorial service at Fort Sill Post Cemetery; gourd dance, pow-wow, and worship services. This event is open to the public.
Memorials and honors
In 1970, the Star House was listed on the National Register of Historic Places.
The Quanah Parker Trail, a public art project begun in 2010 by the Texas Plains Trail Region, commemorates sites of Comanche history in the Plains and Panhandle of Texas, the central region of Comancheria.
Quanah, Texas, county seat of Hardeman County. The Quanah Parker Inn is located on U.S. Highway 287. At the founding of Quanah, Parker made this blessing:
May the Great Spirit smile on your little town, May the rain fall in season, and in the warmth of the sunshine after the rain, May the earth yield bountifully, May peace and contentment be with you and your children forever.
Nocona, Texas, is named after Quanah Parker's father, Comanche chief Peta Nocona.
1962, Parker Hall, a residence hall at Oklahoma State University.
Parker Hall, a residence hall at Southwestern Oklahoma State University.
The Quanah Parker Trailway portion of Highway 62 in southern Oklahoma.
Quanah Parker Lake and Quanah Creek, both in the Wichita Mountains, are named in his honor.
Quanah Parker Trail, a small residential street on the northeast side of Norman, Oklahoma.
In Fort Worth, along the banks of the Trinity River, is Quanah Parker Park.
The Quanah, Acme and Pacific Railway, which originated in Texas in 1902 and was merged with the Burlington Northern Railroad in 1981.
Quanah Parker Elementary School in Midland, Texas
2007, State of Texas historical marker erected in the name of Quanah Parker near the Fort Worth Stockyards Historic District recognizing his endeavors as a cattleman and Oklahoma rancher.
In 2019 the asteroid (260366) Quanah = 2004 US3 discovered on 2004 Oct. 28 by J. Dellinger at Needville was named in his honor.<ref name
In popular culture
In the 1956 film Comanche, directed by George Sherman, Quanah Parker is played by Kent Smith.
In the 1961 film Two Rode Together, Quanah Parker is portrayed by Henry Brandon.
Chapter XIV of Poul Anderson's novel The Boat of a Million Years portrays Parker in a fictional incident in 1872 concerning the imminent massacre of a settler family by Comanches. Parker is portrayed in a sympathetic light.
The 2008 miniseries Comanche Moon featured Quanah Parker as a minor character, played by Eddie Spears.
Actor Richard Angarola (1920–2008) was cast as Quanah Parker in the 1959 episode, "Tribal Justice," of the syndicated television anthology series, Death Valley Days, hosted by Stanley Andrews. In the story line, Parker, before he becomes Comanche chief, must clear his name for causing the death of a fellow tribesman.
In the 2021 Paramount+ TV series 1883, Martin Sensmeier plays Sam, a skilled Comanche warrior loyal to Quanah Parker, who later takes Elsa as his wife.
Notes
Further reading
La Barre, Weston (1938). The Peyote Cult, New Haven, CT: Yale University Press
Carlson, Paul H. and Crum, Tom (2012). Myth, Memory and Massacre: The Pease River Capture of Cynthia Ann Parker. Texas Tech University Press. .
Gwynne, S. C. (2016). Empire of the Summer Moon, Simon & Schuster
Hagan, William T. (19976). United States-Comanche Relations: The Reservation Years, New Haven, CT: Yale University Press
Hamalainen, Pekka (2008). Comanche Empire, New Haven, CT: Yale University Press
Exley, Jo Ann Powell (2001) Frontier Blood: the Saga of the Parker Family, Texas A & M University
Jackson, Clyde L. and Grace (1963). Quanah Parker, last chief of the Comanches; a study in Southwestern Frontier history, New York: Exposition Press, 1963
Selden, Jack K. (2006). Return: The Parker Story, Clacton Press
External links
Photographs of Quanah Parker, 1890–1900, Portal to Texas History, University of North Texas
"Comanche Nation", Official Website
"Quanah Parker", Texas Handbook Online
Quanah Parker and Peyote
Quanah Parker – Biography of the Famous Warrior
Map of Comancheria
1840s births
1911 deaths
Comanche campaign
Comanche people
Year of birth uncertain
People of Indian Territory
People from Comanche County, Oklahoma
Native American male actors
Native American Church
Native American leaders
Native American history of Texas
Native American temperance activists
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https://en.wikipedia.org/wiki/Convair%20B-36%20Peacemaker
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Convair B-36 Peacemaker
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The Convair B-36 "Peacemaker" is a strategic bomber that was built by Convair and operated by the United States Air Force (USAF) from 1949 to 1959. The B-36 is the largest mass-produced piston-engined aircraft ever built. It had the longest wingspan of any combat aircraft ever built, at . The B-36 was the first bomber capable of delivering any of the nuclear weapons in the U.S. arsenal from an internal bomb bay without aircraft modifications. With a range of and a maximum payload of , the B-36 was capable of intercontinental flight without refuelling.
Entering service in 1948, the B-36 was the primary nuclear weapons delivery vehicle of Strategic Air Command (SAC) until it was replaced by the jet-powered Boeing B-52 Stratofortress beginning in 1955. All but four aircraft have been scrapped.
Development
The genesis of the B-36 can be traced to early 1941, prior to the entry of the United States into World War II. At the time, the threat existed that Britain might fall to the German "Blitz", making a strategic bombing effort by the United States Army Air Corps (USAAC) against Germany impossible with the aircraft of the time.
The United States would need a new class of bomber that would reach Europe and return to bases in North America, necessitating a combat range of at least , the length of a Gander, Newfoundland–Berlin round trip. The USAAC therefore sought a bomber of truly intercontinental range, similar to the German Reichsluftfahrtministerium's (RLM) ultralong-range Amerikabomber program, the subject of a 33-page proposal submitted to Reichsmarschall Hermann Göring on 12 May 1942.
The USAAC sent out the initial request on 11 April 1941, asking for a top speed, a cruising speed, a service ceiling of —beyond the range of ground-based anti-aircraft fire—and a maximum range of at . These requirements proved too demanding for any short-term design, far exceeding the technology of the day, so on 19 August 1941, they were reduced to a maximum range of , an effective combat radius of with a bombload, a cruising speed between , and a service ceiling of —above the maximum effective altitude of Nazi Germany's anti-aircraft guns, save for the rarely-deployed 12.8 cm FlaK 40 heavy flak cannon.
World War II and after
As the Pacific war progressed, the USAAF increasingly needed a bomber capable of reaching Japan from its bases in Hawaii, and the development of the B-36 resumed in earnest. Secretary of War Henry L. Stimson, in discussions with high-ranking officers of the USAAF, decided to waive normal army procurement procedures, and on 23 July 1943—some 15 months after the Germans' Amerikabomber proposal's submission made it to their RLM authority, and coincidentally, the same day that, in Germany, the RLM had ordered the Heinkel firm to design a six-engined version of their own, BMW 801E powered Amerikabomber design proposal—the USAAF submitted a "letter of intent" to Convair, ordering an initial production run of 100 B-36s before the completion and testing of the two prototypes. The first delivery was due in August 1945, and the last in October 1946, but Consolidated (by this time renamed Convair after its 1943 merger with Vultee Aircraft) delayed delivery. The aircraft was unveiled on 20 August 1945 (three months after V-E Day), and flew for the first time on 8 August 1946.
After the establishment of an independent United States Air Force in 1947, the beginning in earnest of the Cold War with the 1948 Berlin Airlift, and the 1949 atmospheric test of the first Soviet atomic bomb, American military planners sought bombers capable of delivering the very large and heavy first-generation atomic bombs.
The B-36 was the only American aircraft with the range and payload to carry such bombs from airfields on American soil to targets in the USSR. The modification to allow the use of larger atomic weapons on the B-36 was called the "Grand Slam Installation".
The B-36 was arguably obsolete from the outset, being piston-powered, coupled with the widespread introduction of first-generation jet fighters in potential enemy air forces. However, its jet rival, the Boeing B-47 Stratojet, which did not become fully operational until 1953, lacked the range to attack the Soviet homeland from North America without aerial refueling and could not carry the huge first-generation Mark 16 hydrogen bomb.
The other American piston bombers of the day, the B-29 and B-50, were also too limited in range to be part of America's developing nuclear arsenal. Intercontinental ballistic missiles did not become sufficiently reliable until the early 1960s. Until the Boeing B-52 Stratofortress became operational in 1955, the B-36, as the only truly intercontinental bomber, continued to be the primary nuclear weapons delivery vehicle of the SAC.
Convair touted the B-36 as the "aluminum overcast", a so-called "long rifle" giving SAC truly global reach. During General Curtis LeMay's tenure as head of SAC (1949–57), the B-36, through intense crew training and development, formed the heart of the Strategic Air Command. Its maximum payload was more than four times that of the B-29, and exceeded that of the B-52.
The B-36 was slow and could not refuel in midair, but could fly missions to targets away and stay aloft as long as 40 hours. Moreover, the B-36 was believed to have "an ace up its sleeve": a phenomenal cruising altitude for a piston-driven aircraft, made possible by its huge wing area and six 28-cylinder engines, putting it out of range of most of the interceptors of the day, as well as ground-based anti-aircraft guns.
Experimentals and prototypes
Consolidated Vultee Aircraft Corporation (later Convair) and Boeing Aircraft Company took part in the competition, with Consolidated winning a tender on 16 October 1941. Consolidated asked for a $15 million contract with $800,000 for research and development, mockup, and tooling. Two experimental bombers were proposed, the first to be delivered in 30 months, and the second within another six months. Originally designated Model B-35, the name was changed to B-36 to avoid confusion with the Northrop YB-35 piston-engined flying-wing bomber, against which the B-36 was meant to compete for a production contract.
Throughout its development, the B-36 program encountered delays. When the United States entered World War II, Consolidated was ordered to slow B-36 development and greatly increase Consolidated B-24 Liberator production. The first mockup was inspected on 20 July 1942, following six months of refinements. A month after the inspection, the project was moved from San Diego, California, to Fort Worth, Texas, which set back development several months. Consolidated changed the tail from a twin-tail to a single, thereby saving , but this change delayed delivery by 120 days.
Changes in the USAAF requirements did add back any weight saved in redesigns, and cost more time. A new antenna system needed to be designed to accommodate an ordered radio and radar system. The Pratt and Whitney engines were redesigned, adding another .
Design
The B-36 took shape as an aircraft of immense proportions. It was two-thirds longer than the previous "superbomber", the B-29. The wingspan and tail height of the B-36 exceeded those of the 1960s Soviet Union's Antonov An-22, the largest ever propeller-driven aircraft put into production. Only with the advent of the Boeing 747 and the Lockheed C-5 Galaxy, both designed two decades later, did American aircraft capable of lifting a heavier payload become commonplace.
The wings of the B-36 were large even when compared with present-day aircraft, exceeding, for example, those of the C-5 Galaxy, and enabled the B-36 to carry enough fuel to fly the intended long missions without refueling. The maximum thickness of the wing, measured perpendicular to the chord, was , containing a crawlspace that allowed access to the engines. The wing area permitted cruising altitudes well above the operating ceiling of any 1940s-era operational piston and jet-turbine fighters. Most versions of the B-36 could cruise at over . In 1954, the turrets and other nonessential equipment were removed (not unlike the earlier Silverplate program for the atomic bomb-carrying "specialist" B-29s), resulting in a "featherweight" configuration believed to have resulted in a top speed of , and cruise at and dash at over , perhaps even higher.
The large wing area and the option of starting the four jet engines supplementing the piston engines in later versions gave the B-36 a wide margin between stall speed (VS) and maximum speed (Vmax) at these altitudes. This made the B-36 more maneuverable at high altitude than the USAF jet interceptors of the day, which either could not fly above , or if they did, were likely to stall out when trying to maneuver or fire their guns. However, the U.S. Navy argued that their McDonnell F2H Banshee fighter could intercept the B-36, thanks to its ability to operate at more than . The USAF declined the invitation from the U.S. Navy for a fly-off between the Banshee and the B-36. Later, the new Secretary of Defense, Louis A. Johnson, who considered the U.S. Navy and naval aviation essentially obsolete in favor of the USAF and SAC, forbade putting the Navy's claim to the test.
The propulsion system of the B-36 was unique, with six 28-cylinder Pratt & Whitney R-4360 Wasp Major radial engines mounted in an unusual pusher configuration, rather than the conventional four-engine, tractor propeller layout of other heavy bombers. The prototype R-4360s delivered a total of . While early B-36s required long takeoff runs, this situation was improved with later versions, delivering a significantly increased power output of total. Each engine drove a three-bladed propeller, in diameter, mounted in the pusher configuration, thought to be the second-largest diameter propeller design ever used to power a piston-engined aircraft (after that of the Linke-Hofmann R.II). This unusual configuration prevented propeller turbulence from interfering with airflow over the wing, but could also lead to engine overheating due to insufficient airflow around the engines, resulting in inflight engine fires.
The large, slow-turning propellers interacted with the high-pressure airflow behind the wings to produce an easily recognizable very-low-frequency pulse at ground level that betrayed approaching flights.
Addition of jet propulsion
Beginning with the B-36D, Convair added a pair of General Electric J47-19 jet engines suspended near the end of each wing; these were also retrofitted to all extant B-36Bs. Consequently, the B-36 was configured to have 10 engines, six radial propeller engines and four jet engines, leading to the B-36 slogan of "six turnin' and four burnin' ". The B-36 had more engines than any other mass-produced aircraft. The jet pods greatly improved takeoff performance and dash speed over the target. In normal cruising flight, the jet engines were shut down to conserve fuel. When the jet engines were shut down, louvers closed off the front of the pods to reduce drag and to prevent ingestion of sand and dirt. The jet engine louvers were opened and closed by the flight crew in the cockpit, whether the B-36 was on the ground or in the air. The two pods with four turbojets and the six piston engines combined gave the B-36 a total of for short periods of time.
Crew
The B-36 had a crew of 15. As in the B-29 and B-50, the pressurized flight deck and crew compartment were linked to the rear compartment by a pressurized tunnel through the bomb bay. In the B-36, movement through the tunnel was on a wheeled trolley, pulling on a rope. The rear compartment featured six bunks and a dining galley and led to the tail turret.
Landing gear
The tricycle landing gear of the XB-36 featured a single-wheel main landing gear whose tires were the largest ever manufactured up to that time: tall, wide, and weighing , with enough rubber for 60 automobile tires. These tires placed so much ground pressure on runways that the XB-36 was restricted to Carswell Field adjacent to the factory in Texas, Eglin Field in Florida, and Fairfield-Suisun Field in California. At the suggestion of General Henry H. Arnold, the single-wheel gear was soon replaced by a four-wheeled bogie. At one point, a tank-like tracked landing gear was also tried on the XB-36, but it proved heavy and noisy. The tracked landing gear was quickly abandoned.
Weaponry
The four bomb bays could carry up to of bombs, more than 10 times the load carried by the World War II workhorse, the Boeing B-17 Flying Fortress, and substantially more than the entire B-17's gross weight of . The B-36 was not designed with nuclear weapons in mind, because the mere existence of such weapons was top secret during the period when the B-36 was conceived and designed (1941–46). Nevertheless, the B-36 stepped into its nuclear delivery role immediately upon becoming operational. In all respects except speed, the B-36 could match what was arguably its approximate Soviet counterpart, the turboprop-powered Tu-95, which began production in January 1956 and is still in active service . Until the B-52 became operational, the B-36 was the only means of delivering the first generation Mark 17 hydrogen bomb, long, in diameter, and weighing , the heaviest and bulkiest American aerial nuclear bomb ever. Carrying this massive weapon required merging two adjacent bomb bays.
The defensive armament consisted of six remote-controlled retractable gun turrets, and fixed tail and nose turrets. Each turret was fitted with two 20 mm cannon, for a total of 16. Recoil vibration from gunnery practice often caused the aircraft's electrical wiring to jar loose or the vacuum tube electronics to malfunction, leading to failure of the aircraft controls and navigation equipment; this contributed to the crash of B-36B 44-92035 on 22 November 1950.
The Convair B-36 was the only aircraft designed to carry the T-12 Cloudmaker, a gravity bomb weighing and designed to produce an earthquake bomb effect. Part of the testing process involved dropping two of the bombs on a single flight mission, one from and the second from , for a total bomb load of .
The first prototype XB-36 flew on 8 August 1946. The speed and range of the prototype failed to meet the standards set out by the USAAC in 1941. This was expected, as the Pratt & Whitney R-4360 engines required were not yet available, and the qualified workers and materials needed to install them were lacking.
A second aircraft, the YB-36, flew on 4 December 1947. It had a redesigned, high-visibility, yet still "greenhouse-like" bubble canopy, heavily framed due to its substantial size, which was later adopted for production, and the engines used on the YB-36 were more powerful and more efficient. Altogether, the YB-36 was much closer to the production aircraft.
The first 21 B-36As were delivered in 1948. They were interim airframes, intended for crew training and later conversion. No defensive armament was fitted, since none was ready. Once later models were available, all B-36As were converted to RB-36E reconnaissance models. The first B-36 variant meant for normal operation was the B-36B, delivered beginning in November 1948. This aircraft met all the 1941 requirements, but had serious problems with engine reliability and maintenance (changing the 336 spark plugs was a task dreaded by ground crews) and with the availability of armaments and spare parts. Later models featured more powerful variants of the R-4360 engine, improved radar, and redesigned crew compartments.
The four jet engines increased fuel consumption and reduced range. Gun turrets were already recognized as obsolete, and newer bombers had been limited to just a tail turret, or no gunners at all for several years but the development of several air-to-air missiles, including the Soviet K-5 which began test firings in 1951, eliminated the last justifications for keeping them.
In February 1954, the USAF awarded Convair a contract for a new "Featherweight" design program, which significantly reduced weight and crew size. The three configurations were:
Featherweight I removed defensive hardware, including the six gun turrets.
Featherweight II removed the rear compartment crew comfort features, and all hardware accommodating the McDonnell XF-85 Goblin parasite fighter.
Featherweight III incorporated both configurations I and II.
The six turrets eliminated by Featherweight I reduced the aircraft's crew from 15 to 9. Featherweight III had a longer range and an operating ceiling of at least , especially valuable for reconnaissance missions. The B-36J-III configuration (the last 14 made) had a single radar-aimed tail turret, extra fuel tanks in the outer wings, and landing gear allowing the maximum gross weight to rise to .
Production of the B-36 ceased in 1954.
Operating and financial problems
Due to problems that occurred with the B-36 in its early stages of testing, development, and later in service, some critics referred to the aircraft as a "billion-dollar blunder". In particular, the United States Navy saw it as a costly bungle, diverting congressional funding and interest from naval aviation and aircraft carriers in general, and carrier–based nuclear bombers in particular. In 1947, the Navy attacked congressional funding for the B-36, alleging it failed to meet Pentagon requirements. The Navy held to the pre-eminence of the aircraft carrier in the Pacific during World War II, presuming carrier-based aircraft would be decisive in future wars. To this end, the Navy designed , a "supercarrier" capable of launching huge fleets of tactical aircraft or nuclear bombers. It then pushed to have funding transferred from the B-36 to USS United States. The Air Force successfully defended the B-36 project, and United States was officially cancelled by Secretary of Defense Louis A. Johnson in a cost-cutting move over the objections of both Secretary of the Navy John L. Sullivan and the Navy's senior uniformed leadership. Sullivan resigned in protest and was replaced as Secretary of the Navy by Francis P. Matthews, who had limited familiarity with defense issues, but was a close friend of Johnson. Several high-level Navy officials questioned the government's decision in cancelling the United States to fund the B-36, alleging a conflict of interest because Johnson had once served on Convair's board of directors. The uproar following the cancellation of United States in 1949 was nicknamed the "Revolt of the Admirals", during which time Matthews dismissed and forced into retirement the serving Chief of Naval Operations (CNO), Admiral Louis E. Denfeld, following Denfeld's testimony before the House Armed Services Committee.
The congressional and media furor over the firing of Admiral Denfeld, as well as the significant use of aircraft carriers in the Korean War, resulted in the Truman administration subsequently ousting both Johnson and Matthews in their respective secretary roles, and in the design and procurement of the subsequent of supercarriers, which were of comparable size to United States, but with a design geared towards greater multirole use with composite air wings of fighter, attack, reconnaissance, electronic warfare, early warning and antisubmarine-warfare aircraft. At the same time, heavy manned bombers for the SAC were also deemed crucial to national defense and, as a result, the two systems were never again in competition for the same budgetary resources.
Operational history
The B-36, including its GRB-36, RB-36, and XC-99 variants, was in USAF service as part of the SAC from 1948 to 1959. The RB-36 variants of the B-36 were used for reconnaissance during the Cold War with the Soviet Union and the B-36 bomber variants conducted training and test operations and stood ground and airborne alert, but the latter variants were never used offensively as bombers against hostile forces; they never fired a shot in combat.
Maintenance
The Wasp Major engines had a prodigious appetite for lubricating oil; each engine required a dedicated 100-gal (380-l) tank. Normal maintenance consisted of tedious measures, such as changing the 56 spark plugs on each of the six engines; the plugs were often fouled by the lead in the 145 octane antiknock fuel required by the R-4360 engines. Thus, each service required changing 336 spark plugs. Another frequent maintenance job was replacing the dozens of bomb bay light bulbs, which routinely shattered during test firing of the turret guns.
The B-36 was too large to fit in most hangars. Since even an aircraft with the range of the B-36 needed to be stationed as close to enemy targets as possible, this meant the plane was largely based in the extreme weather locations of the northern continental United States, Alaska, and the Arctic. Since the maintenance had to be performed outdoors, the crews were largely exposed to the elements, with temperatures of in winters and in summers, depending on the airbase location. Special shelters were built so the maintenance crews could be given a modicum of protection. Ground crews were at risk of slipping and falling from icy wings, or being blown off the wings by propeller wash running in reverse pitch. The wing roots were thick enough, at , to enable a flight engineer to access the engines and landing gear during flight by crawling through the wings. This was possible only at altitudes not requiring pressurization.
In 1950, Convair (then still Consolidated-Vultee) developed streamlined pods, looking like oversize drop tanks, that were mounted on each side of the fuselage to carry spare engines between bases. Each pod could airlift two engines. When the pods were empty, they were removed and carried in the bomb bays. No record was made of the special engine pods ever being used.
Engine fires
As engine fires occurred with the B-36's radial engines, some crews humorously changed the aircraft's slogan from "six turning, four burning" into "two turning, two burning, two smoking, two choking and two more unaccounted for". This problem was exacerbated by the propellers' pusher configuration, which increased carburetor icing. The design of the R-4360 engine tacitly assumed that it would be mounted in the conventional tractor configuration—propeller/air intake/28 cylinders/carburetor—with air flowing in that order. In this configuration, the carburetor is bathed in warmed air flowing past the engine, so it is unlikely to ice up. However, the R-4360 engines in the B-36 were mounted backwards, in the pusher configuration—air intake/carburetor/28 cylinders/propeller. The carburetor was now in front of the engine, so it could not benefit from engine heat. This placement also made more traditional short-term carburetor heat systems unsuitable. Hence, when intake air was cold and humid, ice gradually obstructed the carburetor air intake, which in turn gradually increased the richness of the air/fuel mixture until the unburned fuel in the exhaust caught fire. Three engine fires of this nature led to the first loss of an American nuclear weapon when a B-36 crashed in February 1950.
Crew experience
Training missions were typically in two parts, a 40-hour flight—followed by time on the ground for refueling and maintenance—and then a 24-hour second flight. With a sufficiently light load, the B-36 could fly at least 10,000 mi (16,000 km) nonstop, and the highest cruising speed of any version, the B-36J-III, was at 230 mph (380 km/h). Engaging the jet engines could raise the cruising speed to over 400 mph (650 km/h). Hence, a 40-hour mission, with the jets used only for takeoff and climbing, flew about 9,200 mi (15,000 km).
Due to its massive size, the B-36 was never considered sprightly or agile; Lieutenant General James Edmundson likened it to "sitting on your front porch and flying your house around". Crew compartments were nonetheless cramped, especially when occupied for 24 hours by a crew of 15 in full flight kit.
War missions would have been one-way, taking off from forward bases in Alaska or Greenland, overflying the USSR, and landing in Europe, Morocco, or the Middle East. Veteran crews recall feeling confident in their ability to fly the planned missions, but not to survive weapon delivery, as the aircraft may not have been fast enough to escape the blast. These concerns were borne out by the 1954 Operation Castle tests, in which B-36s were flown at the combat distance from the detonations of bombs in the 15-megaton range. At distances believed typical of wartime delivery, aircraft suffered extensive flash and blast damage.
Experiments
The B-36 was employed in a variety of aeronautical experiments throughout its service life. Its immense size, range, and payload capacity lent itself to use in research and development programs. These included nuclear propulsion studies, and "parasite" programs in which the B-36 carried smaller interceptors or reconnaissance aircraft.
In May 1946, the Air Force began the Nuclear Energy for the Propulsion of Aircraft project, which was followed in May 1951 by the Aircraft Nuclear Propulsion (ANP) program. The ANP program used modified B-36s to study shielding requirements for an airborne reactor to determine whether a nuclear-powered aircraft was feasible. Convair modified two B-36s under the MX-1589 project. The Nuclear Test Aircraft was a B-36H-20-CF (serial number 51-5712) that had been damaged in a tornado at Carswell AFB on 1 September 1952. This aircraft, designated the XB-36H (and later NB-36H), was modified to carry a , air-cooled nuclear reactor in the aft bomb bay, with a four-ton lead disc shield installed in the middle of the aircraft between the reactor and the cockpit. A number of large air intake and exhaust holes were installed in the sides and bottom of the aircraft's rear fuselage to cool the reactor in flight. On the ground, a crane would be used to remove the reactor from the aircraft. To protect the crew, the highly modified cockpit was encased in lead and rubber, with a leaded glass windshield. The reactor was operational, but did not power the aircraft; its sole purpose was to investigate the effect of radiation on aircraft systems. Between 1955 and 1957, the NB-36H completed 47 test flights and 215 hours of flight time, during 89 of which the reactor was critical.
Other experiments involved providing the B-36 with its own fighter defense in the form of parasite aircraft carried partially or wholly in a bomb bay. One parasite aircraft was the diminutive McDonnell XF-85 Goblin, which docked using a trapeze system. The concept was tested successfully using a B-29 carrier, but docking proved difficult even for experienced test pilots. Moreover, the XF-85 was seen as no match for contemporary foreign powers' newly developed interceptor aircraft in development and in service; consequently, the project was cancelled.
More successful was the FICON project, involving a modified B-36 (called a GRB-36D "mothership") and the RF-84K, a fighter modified for reconnaissance, in a bomb bay. The GRB-36D would ferry the RF-84K to the vicinity of the objective, whereupon the RF-84K would disconnect and begin its mission. Ten GRB-36Ds and 25 RF-84Ks were built and had limited service in 1955–1956.
Projects Tip Tow and Tom-Tom involved docking F-84s to the wingtips of B-29s and B-36s. The hope was that the increased aspect ratio of the combined aircraft would result in a greater range. Project Tip Tow was cancelled when an EF-84D and a specially modified test EB-29A crashed, killing everyone on both aircraft. This accident was attributed to the EF-84D flipping over onto the wing of the EB-29A. Project Tom-Tom, involving RF-84Fs and a GRB-36D from the FICON project (redesignated JRB-36F), continued for a few months after this crash, but was also cancelled due to the violent turbulence induced by the wingtip vortices of the B-36.
Strategic reconnaissance
One of the SAC's initial missions was to plan strategic aerial reconnaissance on a global scale. The first efforts were in photo-reconnaissance and mapping. Along with the photo-reconnaissance mission, a small electronic intelligence cadre was operating. Weather reconnaissance was part of the effort, as was long-range detection, the search for Soviet atomic explosions. In the late 1940s, strategic intelligence on Soviet capabilities and intentions was scarce. Before the development of the Lockheed U-2 high-altitude spy plane and Corona orbital reconnaissance satellites, technology and politics limited American reconnaissance efforts to the borders, and not the heartland, of the Soviet Union.
One of the essential criteria of the early postwar reconnaissance aircraft was the ability to cruise above , a level determined by knowledge of the capability of Soviet air-defense radar. The main Soviet air-defense radar in the 1950s was the American-supplied SCR-270, or locally made copies, which were only effective up to in theory, an aircraft cruising above this level would remain undetected.
The first aircraft to put this theory to the test was the RB-36D specialized photo-reconnaissance version of the . It was outwardly identical to the standard B-36D, but carried a crew of 22 rather than 15, the additional crew members being needed to operate and maintain the photo-reconnaissance equipment that was carried. The forward bomb bay in the bomber was replaced by a pressurized, manned compartment that was filled with 14 cameras. This compartment included a small darkroom, where a photo technician could develop the film. The second bomb bay contained up to 80 T-86 photoflash bombs, while the third bay could carry an extra , droppable fuel tank. The fourth bomb bay carried electronic countermeasure equipment. The defensive armament of 16 M-24A-1 20-mm cannons was retained. The extra fuel tanks increased the flight endurance to up to 50 hours. It had an operational ceiling of . Later, a lightweight version of this aircraft, the RB-36-III, could even reach . RB-36s were distinguished by the bright aluminum finish of the camera compartment (contrasting with the dull magnesium of the rest of the fuselage) and by a series of radar domes under the aft fuselage, varying in number and placement. When developed, it was the only American aircraft having enough range to fly over the Eurasian land mass from bases in the United States, and large enough to carry the bulky, high-resolution cameras of the day.
The standard RB-36D carried up to 23 cameras, primarily K-17C, K-22A, K-38, and K-40 cameras. A special 240-inch focal length camera (known as the Boston Camera after the university where it was designed) was tested on 44-92088, the aircraft being redesignated ERB-36D. The long focal length was achieved by using a two-mirror reflection system. The camera was capable of resolving a golf ball at an altitude and side range of . That is a slant range over . The camera and the contact print of this test can be seen at the National Museum of the United States Air Force at Wright Patterson AFB.
The first RB-36D (44-92088) made its initial flight on 18 December 1949, only six months after the first B-36D had flown. It initially flew without the turbojets. The 28th Strategic Reconnaissance Wing based at Rapid City AFB (later renamed Ellsworth AFB), South Dakota, received its first RB-36D on 3 June 1950. Due to severe material shortages, the new RB-36Ds did not become operationally ready until June 1951. The 24th and last RB-36D was delivered in May 1951. A total of 24 RB-36Ds were built. Some RB-36Ds were later modified to the featherweight configuration, in which all but the tail guns were removed. The crew was reduced from 22 to 19. These aircraft were redesignated as RB-36D-III. Modifications were carried out by Convair from February to November 1954.
With a range of , RB-36Ds began probing the boundaries of the Soviet Arctic in 1951. Although on-board equipment indicated detection by Soviet radar, interceptions at the B-36's service ceiling would have remained difficult. RB-36 aircraft operating from RAF Sculthorpe in England made a number of overflights of Soviet Arctic bases, particularly the new nuclear weapons test complex at Novaya Zemlya. RB-36s performed a number of rarely acknowledged reconnaissance missions and are believed to have frequently penetrated Chinese (and Soviet) airspace under the direction of General Curtis LeMay.
In early 1950, Convair began converting B-36As to a reconnaissance configuration; included in the conversions was the sole YB-36 (42-13571). These converted examples were all redesignated RB-36E. The six R-4360-25 engines were replaced by six R-4360-41s. They were also equipped with the four J-47 jet engines that were fitted to the RB-36D. Its normal crew was 22, which included five gunners to man the 16 M-24A-1 20-mm cannon. The last conversion was completed in July 1951. Later, the USAF also bought 73 long-range reconnaissance versions of the B-36H under the designation RB-36H; 23 were accepted during the first six months of 1952, and the last were delivered by September 1953. More than a third of all B-36s were reconnaissance models.
Advances in Soviet air defense systems meant that the RB-36 became limited to flying outside the borders of the Soviet Union, as well as Eastern Europe. By the mid-1950s, the jet-powered Boeing RB-47E was able to pierce Soviet airspace and conduct a variety of spectacular overflights of the Soviet Union. Some of these flights probed deep into the heart of the Soviet Union, taking photographic and radar recordings of the route attacking SAC bombers would follow to reach their targets. Flights that involved penetrating mainland Russia were termed sensitive intelligence (SENSINT) missions. One RB-47 flew inland and photographed the city of Igarka in Siberia.
As with the strategic bombardment versions, the RB-36 was phased out of the SAC inventory beginning in 1956, the last being sent to Davis–Monthan Air Force Base in January 1959.
Obsolescence
With the appearance of the Soviet Mikoyan-Gurevich MiG-15 in combat over North Korea in 1950, USAF propeller-driven bombers were rendered obsolete as strategic offensive weapons. Both the B-36 and the B-29/B-50 Superfortresses were designed during World War II, prior to the jet age. A new generation of swept-wing jet bombers, able to fly higher and faster, was needed to effectively overcome the MiG-15 or subsequent Soviet interceptors if the Cold War escalated into armed conflict. In 1952, while the Korean War was still in full combat, the Convair YB-60, developed from the B-36, entered a design competition with the Boeing YB-52. By early 1953, the Boeing product had emerged as the preferred design.
After fighting in Korea had ceased, President Eisenhower called for a "new look" at national defense. His administration chose to invest in the USAF, especially SAC, retiring nearly all of its B-29/B-50s in favour of the new B-47 Stratojet, introduced in 1951. By 1955, the B-52 Stratofortress was entering the inventory in substantial numbers, which replaced B-36s.
Two major factors contributing to the obsolescence of the B-36 and its phaseout were a lack of aerial refueling capability (instead requiring intermediate refueling bases to reach planned targets deep in the Soviet Union) and its slow speed (making it vulnerable to jet interceptors and thus severely decreasing its likelihood of reaching targets in Soviet territory).
The scrapping of B-36s began in February 1956. Once replaced by B-52s, they were flown directly from operational squadrons to Davis–Monthan AFB, Arizona, where the Mar-Pak Corporation handled their reclamation and destruction. Defense cutbacks in FY 1958 compelled the B-52 procurement process to be stretched out and the B-36 service life to be extended. The B-36s remaining in service were supported with components scavenged from aircraft sent to Davis–Monthan. Further update work was undertaken by Convair at San Diego (Specialized Aircraft Maintenance, SAM-SAC) until 1957 to extend the life and capabilities of the B-36s. By December 1958, only 22 B-36Js were still operational.
On 12 February 1959, the last B-36J built, AF Ser. No. 52-2827, left Biggs AFB, Texas, where it had been on duty with the 95th Heavy Bombardment Wing, and was flown to Amon Carter Field in Fort Worth, where it was put on display. Within two years, all B-36s, except five used for museum display, had been scrapped at Davis–Monthan AFB.
Variants
XB-36
Prototype powered by six R-4360-25 engines and unarmed, one built.
YB-36
Prototype, s/n 42-13571, with modified nose and raised cockpit roof, one built later converted to YB-36A.
YB-36A
Former YB-36 with modified four-wheel landing gear, later modified as a RB-36E.
B-36A
Production variant, unarmed, used for training, 22 built, all but one converted to RB-36E.
XC-99
A cargo/transport version of the B-36. One built.
B-36B
Armed production variant with six R-4360-41 engines, 73 built, later conversions to RB-36D and B-36D.
RB-36B
Designation for 39 B-36Bs temporarily fitted with a camera installation.
YB-36C
Projected variant of the B-36B with six R-4360-51 engines driving tractor propellers, not built.
B-36C
Production version of the YB-36, completed as B-36Bs.
B-36D
Same as B-36B, but fitted with four J47-GE-19 engines, two each in two underwing pods, 22 built and 64 conversions from B-36B.
RB-36D
Strategic reconnaissance variant with two bomb bays fitted with camera installation, 17 built and seven conversions from B-36B.
GRB-36D
Same as RB-36D, but modified to carry a GRF-84F Thunderstreak on a ventral trapeze as part of the FICON program, 10 modified.
RB-36E
The YB-36A and 21 B-36As converted to RB-36D standards.
B-36F
Same as B-36D, but fitted with six R-4360-53 engines and four J47-GE-19 engines, 34 built.
RB-36F
Strategic reconnaissance variant of the B-36F with additional fuel capacity, 24 built.
YB-36G
See YB-60.
B-36H
Same as B-36F with improved cockpit and equipment changes, 83 built.
NB-36H
One B-36H fitted with a nuclear reactor installation for trials, had a revised cockpit and raised nose. This was intended to evolve into the Convair X-6.
RB-36H
Strategic reconnaissance variant of the B-36H, 73 built.
B-36J
High altitude variant with strengthened landing gear, increased fuel capacity, armament reduced to tail guns only and reduced crew, 33 built.
YB-60
Originally designated the YB-36G, s/n 49-2676 and 49-2684. Project for a jet-powered swept wing variant. Due to the differences from a standard B-36 its designation was changed to YB-60.
Model 6
Proposed double-deck airliner marrying the fuselage of the B-36 with the wings and empennage of the YB-60; not built.
Related models
In 1951, the USAF asked Convair to build a prototype of an all-jet variant of the B-36. Convair complied by replacing the wings on a B-36F with swept wings, from which were suspended eight Pratt & Whitney XJ57-P-3 jet engines. The result was the B-36G, later renamed the Convair YB-60. The YB-60 was deemed inferior to Boeing's YB-52, and the project was terminated. Just as the C-97 was the transport variant of the B-50, the B-36 was the basis for the Convair XC-99, a double-decked military cargo plane that was the largest piston-engined, land-based aircraft ever built. Its length of made it the longest practical aircraft of its era. The sole example built was extensively employed for nearly 10 years, especially for cross-country cargo flights during the Korean War. In 2005, this XC-99 was dismantled in anticipation of its being moved from the former Kelly Air Force Base, now the Kelly Field Annex of Lackland AFB in San Antonio, Texas, where it had been retired since 1957. The XC-99 was subsequently relocated to the National Museum of the United States Air Force at Wright-Patterson AFB for restoration, with C-5 Galaxy transports carrying pieces of the XC-99 to Wright-Patterson as space and schedule permitted.
A commercial airliner derived from the XC-99, the Convair Model 37, never left the drawing board. It would have been the first "jumbo" airliner.
Operators
United States Air Force – Strategic Air Command
2d Air Force
72d Strategic Reconnaissance Wing – Ramey AFB, Puerto Rico (October 1952 – January 1959)
60th and 301st Strategic Reconnaissance Squadrons, Tail Code: Square F
8th Air Force
6th Bombardment Wing – Walker AFB, New Mexico (August 1952 – August 1957)
24th, 39th and 40th Bombardment Squadrons, Tail Code: Triangle R
7th Bombardment Wing – Carswell AFB, Texas (June 1948 – May 1958)
9th, 436th and 492d Bombardment Squadrons, Tail Code: Triangle J
11th Bombardment Wing – Carswell AFB, Texas (December 1948 – December 1957)
26th, 42d and 98th Bombardment Squadrons, Tail Code: Triangle U
28th Strategic Reconnaissance Wing – Ellsworth AFB, South Dakota (May 1949 – April 1950)
77th, 717th and 718th Strategic Reconnaissance Squadrons, Tail Code: Circle X
42d Bombardment Wing, Loring AFB, Maine (April 1953 – September 1956)
69th, 70th and 75th Bombardment Squadrons
15th Air Force
92d Bombardment Wing – Fairchild AFB, Washington (July 1951 – March 1956)
325th, 326th and 327th Bombardment Squadrons, Tail Code: Circle W
95th Bombardment Wing – Biggs AFB, Texas (August 1953 – February 1959)
334th, 335th and 336th Bombardment Squadrons
5th Strategic Reconnaissance Wing – Fairfield-Suisun AFB (later Travis AFB), California (January 1951 – September 1958)
5th, 31st and 72d Strategic Reconnaissance Squadrons, Tail Code: Circle X
9th Strategic Reconnaissance Wing – Fairfield-Suisun AFB, California (May 1949 – April 1950)
1st Bombardment Squadron
99th Strategic Reconnaissance Wing – Fairchild AFB, Washington (August 1951 – September 1956)
346th, 347th and 348th Strategic Reconnaissance Squadrons, Tail Code: Circle I
Note: SAC eliminated tail codes in 1953.
Surviving aircraft
only four complete B-36 type aircraft survive from the original 384 produced.
RB-36H
AF Ser. No. 51-13730 is at Castle Air Museum at the former Castle Air Force Base in Atwater, California. It was previously displayed at the former Chanute Air Force Base in Rantoul, Illinois from 1957 to 1991.
B-36J
AF Ser. No. 52-2217 is at the Strategic Air Command and Aerospace Museum, formerly located at Offutt Air Force Base, and now off-base near Ashland, Nebraska.
AF Ser. No. 52-2220 is at the National Museum of the United States Air Force at Wright-Patterson Air Force Base. Its flight to the museum from Davis–Monthan Air Force Base in Arizona on 30 April 1959 was the last flight of a B-36. This B-36J replaced the former Air Force Museum's original YB-36, AF Serial Number 42-13571 (see above). This was also the first aircraft to be placed in the museum's new display hangar, and was not moved again until relocated to the museum's latest addition in 2003. It is displayed alongside the only surviving example of the massive lower main gear strut, single wheel and tire that was used on the original XB-36.
AF Ser. No. 52-2827 is at the Pima Air and Space Museum, adjacent to Davis–Monthan Air Force Base in Tucson, Arizona. This aircraft was the final B-36 built, named The City of Fort Worth, and lent to the city of Fort Worth on 12 February 1959. It sat on the field at the Greater Southwest International Airport until that airfield was closed and the property was redeveloped as a business park adjacent to Dallas/Fort Worth International Airport. Some attempts were made to begin restoration at that location through the early 1970s. It then moved to the short-lived Southwest Aerospace Museum, which was located between the former Carswell Air Force Base (now Naval Air Station Joint Reserve Base Fort Worth) and the former General Dynamics (now Lockheed Martin) assembly plant, where it was originally built; some restoration took place while at the plant. As Lockheed Martin had no place to display the finished aircraft, and local community efforts in Fort Worth to build a facility to house and maintain the massive aircraft fell short, the NMUSAF retook possession of the aircraft and it was transported to Tucson for loan to the Pima Air and Space Museum. It was fully restored and reassembled at that museum, just south of Davis–Monthan AFB, and is displayed at that location.
Notable incidents and accidents
Though the B-36 had a solid overall safety record, well above average for the class and time, 10 B-36s were involved in accidents between 1949 and 1954 (three B-36Bs, three B-36Ds, and four B-36Hs). A total of 32 B-36s were written off in accidents between 1949 and 1957 of 385 built. When a crash occurred, the magnesium-rich airframe burned easily.
On 14 February 1950 off the northwest coast of British Columbia on Princess Royal Island, 17 crewmen parachuted from their blazing B-36B; 12 crewmen were found with one injured, and five were reported missing.
On Labor Day, Monday, 1 September 1952, a tornado hit Carswell Air Force Base, Fort Worth, damaging aircraft of the 7th and 11th Bomber Wings' complement of B-36s. Some two-thirds of the USAF's entire B-36 fleet was affected, as well as six aircraft being built at that point at Convair's Fort Worth plant. The base was shut down and operations transferred to Meacham Field. Joint repairs by Convair and the USAF got 10 of the 61 B-36s running within two weeks and repaired the other 51 aircraft within five weeks; 18 of 19 heavily damaged aircraft (and the six damaged and unfinished aircraft at Convair) were repaired by May 1953. The 19th (#2051) had to be scrapped, and was used as a nuclear testing site ground target. One heavily damaged aircraft (#5712) was written off and rebuilt as the NB-36H Nuclear Reactor Testbed aircraft.
On 18 March 1953, RB-36H-25, 51-13721, flew off course in bad weather and crashed near Burgoyne's Cove, Newfoundland, Canada (). Brigadier General Richard Ellsworth was among the 23 airmen killed in the crash.
B-36s were involved in two "Broken Arrow" incidents. On 13 February 1950, B-36 serial number 44-92075, crashed in an unpopulated region of British Columbia, resulting in the first loss of an American atom bomb. The bomb's plutonium core was dummy lead, but it did have TNT, and it detonated over the ocean before the crew bailed out. Locating the crash site took some effort. On 4 November 2016, however, an object similar to the bomb was reported to have been located by a diver near the archipelago of Haida Gwaii, off the coast of British Columbia; the Royal Canadian Navy said vessels would be deployed to investigate the object. After investigation, the Royal Canadian Navy determined that it was not the lost bomb. Later in 1954, the airframe, stripped of sensitive material, was substantially destroyed in situ by a U.S. military recovery team.
On 22 May 1957, a B-36 accidentally dropped a Mark 17 thermonuclear bomb from the control tower while landing at Kirtland Air Force Base in Albuquerque, New Mexico. The weapon had come loose from its mount and fell through the bomb bay doors, creating a large hole in the bottom of the aircraft, and sending the aircraft into an uncontrollable climb due to the sudden and unexpected loss of weight. Only the conventional explosives detonated, as the bomb was unarmed. The aircraft made a safe landing. These incidents were classified for decades. See list of military nuclear accidents.
Specifications (B-36J-III)
Notable appearances in media
In 1949, the B-36 was featured in the documentary film, Target: Peace, about the operations of the 7th Bombardment Wing at Carswell AFB. Other scenes included B-36 production at the Fort Worth plant.
Strategic Air Command is a 1955 American film starring James Stewart as a Major League Baseball star and World War II veteran who is called back to active duty to become a B-36 pilot and flight commander for SAC.
The documentary Lost Nuke (2004) chronicles a 2003 Canadian expedition that set out to solve the mystery of the world's first lost nuclear weapon. The team traveled to the remote mountain site of the 1950 British Columbia B-36 crash.
See also
References
Notes
Citations
Bibliography
Barlow, Jeffrey G. Revolt of the Admirals: The Fight for Naval Aviation, 1945–1950. Washington, D.C.: Naval Historical Center, 1994. .
Ford, Daniel. "B-36: Bomber at the Crossroads". Air and Space/Smithsonian, April 1996. Retrieved: 3 February 2007.
Grant, R.G. and John R. Dailey. Flight: 100 Years of Aviation. Harlow, Essex, UK: DK Adult, 2007. .
Jacobsen, Meyers K. Convair B-36: A Comprehensive History of America's "Big Stick". Atglen, Pennsylvania: Schiffer Military History, 1997. .
Jacobsen, Meyers K. Convair B-36: A Photo Chronicle. Atglen, Pennsylvania: Schiffer Military History, 1999. .
Jacobsen, Meyers K. "Peacemaker." Airpower, Vol. 4, No. 6, November 1974.
Jacobsen, Meyers K. and Ray Wagner. B-36 in Action (Aircraft in Action Number 42). Carrollton, Texas: Squadron/Signal Publications Inc., 1980. .
Jenkins, Dennis R. B-36 Photo Scrapbook. St. Paul, Minnesota: Specialty Press Publishers and Wholesalers, 2003. .
Jenkins, Dennis R. Convair B-36 Peacemaker. St. Paul, Minnesota: Specialty Press Publishers and Wholesalers, 1999. .
Jenkins, Dennis R. Magnesium Overcast: The Story of the Convair B-36. North Branch, Minnesota: Specialty Press, 2002., .
Johnsen, Frederick A. Thundering Peacemaker, the B-36 Story in Words and Pictures. Tacoma, Washington: Bomber Books, 1978.
Knaack, Marcelle Size. Encyclopedia of U.S. Air Force aircraft and missile systems Volume II: Post-World War II Bombers, 1945–1973. Washington, DC: Office of Air Force History, 1988. .Online - via media.defense.gov
Leach, Norman S. Broken Arrow: America's First Lost Nuclear Weapon. Calgary, Alberta: Red Deer Press, 2008. .
Miller, Jay and Roger Cripliver. "B-36: The Ponderous Peacemaker." Aviation Quarterly, Vol. 4, No. 4, 1978.
Miller, Jay. "Tip Tow & Tom-Tom". Air Enthusiast, No. 9, February–May 1979, pp. 40–42. .
Morris, Lt. Col. (ret.) and Ted Allan. "Flying the Aluminum and Magnesium Overcast". The collected articles and photographs of Ted A. Morris, 2000. Retrieved: 4 September 2006.
Orman, Edward W. "One Thousand on Top: A Gunner's View of Flight from the Scanning Blister of a B-36." Airpower, Vol. 17, No. 2, March 1987.
Puryear, Edgar. Stars in Flight. Novato, California: Presidio Press, 1981.
Pyeatt, Don. B-36: Saving the Last Peacemaker (Third Edition). Fort Worth, Texas: ProWeb Publishing, 2006. .
Shiel, Walter P. "The B-36 Peacemaker: 'There Aren't Programs Like This Anymore'". cessnawarbirds.com. Retrieved: 19 July 2009.
Taylor, John W.R. "Convair B-36." Combat Aircraft of the World from 1909 to the present. New York: G.P. Putnam's Sons, 1969. .
Thomas, Tony. A Wonderful Life: The Films and Career of James Stewart. Secaucus, New Jersey: Citadel Press, 1988. .
Wagner, Ray. American Combat Planes. New York: Doubleday & Company, Inc., 1968. .
Wilson, Stewart. Combat Aircraft since 1945. London: Aerospace Publications, 2000. .
Winchester, Jim. "Convair B-36". Military Aircraft of the Cold War (The Aviation Factfile). Rochester, Kent, UK: The Grange plc., 2006. .
Wolk, Herman S. Fulcrum of Power: Essays on the United States Air Force and National Security. Darby, Pennsylvania: Diane Publishing, 2003. .
Yenne, Bill. "Convair B-36 Peacemaker." International Air Power Review, Vol. 13, Summer 2004. London: AirTime Publishing Inc., 2004. .
External links
USAF Museum: XB-36
USAF Museum: B-36A
Video of The B-36 from Strategic Air Command. 5:32
"I Flew with the Atomic Bombers", Popular Mechanics, April 1954, pp. 98–102, 264.
AeroWeb: B-36 versions and survivors
"Race For the Superbomb: Lt. Gen. James Edmundson interview transcript: Flying B-36 and B-47 planes". PBS Online.
ZiaNet: B-36 operations Walker AFB Roswell New Mexico 1955–1957
"I Flew Thirty-One Hours in a B-36", Popular Mechanics, September 1950
Size 36, 1950-produced "first public film" on the B-36, in detail
B-36
B-36
Convair B-36
Six-engined pusher aircraft
Aircraft with auxiliary jet engines
Articles containing video clips
Shoulder-wing aircraft
Aircraft first flown in 1946
Ten-engined aircraft
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https://en.wikipedia.org/wiki/Banja%20Luka
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Banja Luka
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Banja Luka (, ) or Banjaluka (, ) is the second largest city in Bosnia and Herzegovina and the largest city of Republika Srpska. It is also the de facto capital of this entity. Banja Luka is the traditional centre of the densely-forested Bosanska Krajina region of northwestern Bosnia. , the city proper has a population of 138,963, while its administrative area comprises a total of 185,042 inhabitants.
The city is home to the University of Banja Luka and University Clinical Center of the Republika Srpska, as well as numerous entity and state institutions for Republika Srpska and Bosnia and Herzegovina respectively. The city lies on the Vrbas river and is well known in the countries of the former Yugoslavia for being full of tree-lined avenues, boulevards, gardens, and parks. Banja Luka was designated European city of sport in 2018.
Name
The name Banja Luka was first mentioned in a document dated to 6 February 1494 by Ladislaus II of Hungary. The name is interpreted as the 'Ban's meadow', from the words ban (a mediaeval noble title), and luka ('valley' or 'meadow'). The identity of the ban and the meadow in question remains uncertain, and popular etymology combines the modern words banja ('bath' or 'spa'), or bajna ('marvelous') and luka ('port'). A different interpretation is suggested by the Hungarian name Lukácsbánya, in English 'Luke's Mine'. In modern usage, the name is pronounced and usually written as one word (Banjaluka).
Geography
Overview
Banja Luka covers some of land in Bosnia and Herzegovina and is situated on both banks of the Vrbas in the Banja Luka valley, which is characteristically flat within the otherwise hilly region. Banja Luka's centre lies above sea level.
The source of the Vrbas River is about to the south at the Vranica mountain. Its tributaries—the Suturlija, the Crkvena, and the Vrbanja—flow into the Vrbas at various points in the city. A number of springs can be found nearby.
The area around Banja Luka is mostly woodland and acre fields, although there are many mountains further from the city, especially south from the city. The most notable of these mountains are Ponir (743 m), Osmača (950 m), Manjača (1,214 m), Čemernica (1,338 m), and Tisovac (1,173 m). These are all part of the Dinaric Alps mountain range.
Settlements
The city of Banja Luka (aside from city proper) includes the following settlements:
Climate
Banja Luka has a moderate humid subtropical climate with mild winters, infrequent frosts, and warm summers. The warmest month of the year is July, with an average temperature of . The coldest month of the year is January, when temperatures average around .
The annual precipitation for the city is about . Banja Luka has an average of 104 rainy days a year. Due to the city's relatively high latitude and inland location, it snows in Banja Luka almost every year during the winter period. Strong winds can come from the north and northeast. Sometimes, southern winds bring hot air from the Adriatic sea.
History
Roman times
The history of inhabitation of the area of Banja Luka dates back to ancient times. There is substantial evidence of Roman presence in the region during the first few centuries A.D., including the fort "Kastel" () in the centre of the city. The area comprising Banja Luka was entirely in the kingdom of Illyria and then a part of the Roman province of Illyricum, which split into provinces of Pannonia and Dalmatia of which Castra became a part. Ancient Illyrian maps call the settlement in Banja Luka's present day location as Ad Ladios, a settlement located on the river Vrbas.
Middle Ages
Slavs settled in the Balkans in the 6th century. Mediaeval fortresses in the vicinity of Banja Luka include Vrbas (1224), Župa Zemljanik (1287), Kotor Varoš (1323), Zvečaj (1404), and Bočac (1446). In one document written by king
Vladislav II on 6 February 1494 Juraj Mikulasić was mentioned as castellan of Banja Luka. Below the town was a smaller settlement with one Catholic monastery.
Ottoman rule
Banja Luka fell to the Ottomans in 1527. It became the seat of the Sanjak of Bosnia some time prior to 1554, until 1580 when the Bosnia Eyalet was established. Bosnian beylerbeys were seated in Banja Luka until 1639. Ferhad Pasha Sokolović, a relative of Grand Vizier Mehmed-pasha Sokolović, had upon his return to Bosnia in 1574, begun the building of over 200 buildings ranging from artisan and sales shops to wheat warehouses, baths and mosques. Among more important commissions were the Ferhadija and Arnaudija mosques during whose construction plumbing infrastructure was laid out, that served surrounding residential areas. This stimulated the economic and urban development of Banja Luka, which soon became one of the leading commercial and political centres in Bosnia. It was also the central sanjak in the Bosnia Eyalet. In 1688, the city was burned down by the Austrian army, but it quickly recovered. Later periodic intrusions by the Austrian army stimulated military developments in Banja Luka, which made it into a strategic military centre. Orthodox churches and monasteries near Banja Luka were built in the 19th century.
In the 19th century, Sephardic Jews and Trappists migrated to the city and contributed to the early industrialization of the region by building mills, breweries, brick factories, textile factories, and other important structures. The Trappist monastery built in the 19th century lent its name to the neighbourhood of Trappisti and has left a large legacy in the area through its Trappist cheese and its beer production.
In 1835 and 1836, during Ottoman administration, numerous people from Banja Luka emigrated to Lešnica, Lipnica, and Loznica, the villages around Loznica, and to Šabac.
Austro-Hungarian rule
Despite its leading position in the region, Banja Luka as a city was not modernised until Austro-Hungarian occupation in the late 19th century. Railroads, schools, factories, and infrastructure appeared, and were developed, which turned Banja Luka into a modern city.
Yugoslavia
After World War I, the town became the capital of the Vrbas Banovina, a province of the Kingdom of Yugoslavia.
The provincial capital owed its rapid progress to the first Ban Svetislav Milosavljević. During that time, the Banski dvor and its twin sister, the Administration building, the Serbian Orthodox Church of the Holy Trinity, a theatre and a museum were built, the Grammar School was renovated, the Teachers College enlarged, a city bridge was built and the park renovated.
125 elementary schools were functioning in Banja Luka in 1930. The revolutionary ideas of the time were incubated by the "Pelagić" association and the Students' Club. Banja Luka naturally became the organisational centre of anti-fascist work in the region.
World War II
During World War II, Banja Luka was occupied by Axis troops and was included into the Independent State of Croatia, a Nazi puppet-state led by Pavelić's Ustaše. Most of Banja Luka's Serbs and Jews were deported to concentration camps such as Jasenovac and Stara Gradiška. The Jasenovac camp was one of the largest extermination camps in Europe, which was notorious for its high mortality rate and the barbaric practices which occurred in it. On 7 February 1942, Ustaše paramilitaries, led by a Franciscan friar, Miroslav Filipović (aka Tomislav Filipović-Majstorović), killed more than 2,300 Serbs (among them 500 children) in Drakulić, Motike and Šargovac (a part of the Banja Luka municipality).
The city's Cathedral of Christ the Saviour and Orthodox church of the Holy Trinity were totally demolished by the Ustaše, as was the Church of St. George in Petrićevac. The Bishop of Banja Luka, Platon Jovanović, was arrested by the Ustaše on 5 May 1941, and was tortured and killed. His body was thrown into the Vrbanja river. The city was liberated by the Yugoslav Partisans on 22 April 1945.
1969 earthquake
On 26 and 27 October 1969, two devastating earthquakes (6.0 and 6.4 on the Richter scale) damaged many buildings in Banja Luka. Around 20 to 23 people were killed, and over a thousand injured. A large building called Titanik in the centre of the town was razed to the ground, and the area was later turned into a central public square. With contributions from all over Yugoslavia, Banja Luka was repaired and rebuilt. During this period a large Serb population moved to the city from the surrounding villages, and from more distant areas in Herzegovina.
Bosnian War
During the 1990s, the city underwent considerable changes when the Bosnian War broke out. Upon the declaration of Bosnian-Herzegovinian independence and the establishment of the Republika Srpska, Banja Luka became the de facto centre of the entity's politics.
Nearly all of Banja Luka's Croats and Bosniaks were expelled during the war and all of the city's 16 mosques, including the Ferhat Pasha Mosque, were stacked with explosives and destroyed. A court ruling resulted in the authorities of Banja Luka having to pay $42 million for the destruction of the mosques. Later, an estimated 40,000 Serbs from Croat- and Bosniak-dominated areas of Bosnia, having been exiled from their homes, settled in Banja Luka. However, the Banja Luka district court later overturned the ruling stating that the claims had exceeded a three-year statute of limitations. The Bosniak community vowed to appeal against the decision.
On 7 May 2001, several thousand Serb nationalists attacked a group of Bosniaks and members of the diplomatic corps attending a ceremony of marking the reconstruction of the historic 16th-century Ferhadija mosque. There were indications of police collaboration. More than 30 individuals were injured during the attack, and on 26 May, Murat Badić, who had been in a coma after the attack, died from head injuries. Fourteen Bosnian Serb nationalists were jailed for starting the riots.
Demographics
The 2013 census in Bosnia indicated a population of 185,042, overwhelmingly Serbs.
Population
Ethnic composition
Government
Banja Luka plays an important role on different levels of Bosnia and Herzegovina's government structures. Banja Luka is the centre of the government for the Municipality of Banja Luka. A number of entity and state institutions are seated in the city. The Republika Srpska Government and the National Assembly are based in Banja Luka.
The Bosnia and Herzegovina State Agencies based in the city include the Indirect Taxation Authority, the Deposit Insurance Agency as well as a branch of the Central Bank of Bosnia and Herzegovina (formerly the National Bank of Republika Srpska). Austria, Croatia, France, Germany, Serbia, the United Kingdom and the United States maintain diplomatic representation through consulates-general in Banja Luka.
As of 2021, the mayor is Draško Stanivuković of the Party of Democratic Progress, elected in 2020.
Economy
In 1981, Banja Luka's GDP per capita was 97% of the Yugoslav average.
Although the city itself was not directly affected by the Bosnian war in the early 1990s, its economy was. In this period Banja Luka fell behind the world in key areas such as technology, with socially owned technology firms such as SOUR Rudi Čajavec collapsing, resulting in a rather stagnant economy. However, in recent years, the financial services sector has gained in importance in the city. In 2002, the trading began on the newly established Banja Luka Stock Exchange. The number of companies listed, the trading volume and the number of investors have increased significantly. A number of big companies such as Telekom Srpske, Rafinerija ulja Modriča, Banjalučka Pivara and Vitaminka are all listed on the exchange and are traded regularly. Investors, apart from those from Slovenia, Croatia and Serbia, now include a number of investment funds from the EU, and from Norway, the United States, Japan and China.
A number of financial services regulators, such as the Republika Srpska Securities Commission and the RS Banking Agency are headquartered in Banja Luka. This, along with the fact that some of the major banks in Bosnia, the Deposit Insurance Agency and the value-added tax (VAT) authority are all based in the city, has helped Banja Luka establish itself as a major financial centre of the country.
Economic summary
The following table gives a summary of total number of registered people employed in legal entities per their core activity (as of 2018):
Culture
The Museum of Republika Srpska inherited the Ethnographic Museum established in 1930, and broadened its setting with collections of archeology, history, art history and nature. The Museum of Modern Art of Republika Srpska, also called MSURS, the Museum of Contemporary Art, displays exhibitions of both domestic and worldwide artists.
Banja Luka is home to the National Theatre and National Library, both dating from the first half of the 20th century, and of numerous other theatres. The headquarters of the Archives of Republika Srpska is situated in the building known as Carska kuća or Imperial House, built around 1880. It has been in continuous public use longer than any other structure in Banja Luka.
One of the best-known cultural sites in Banja Luka is the cultural centre of "Banski Dvor" (Halls of the Ban), built in the 1930s as the residence for the Bans of the Vrbas Banovina.
There is a number of Cultural Artistic Associations in the city. The oldest is CAA "Pelagić" (founded 1927), one of the oldest institutions of this kind in Bosnia and Herzegovina.
Sport
Banja Luka has one major football stadium and several indoor sports halls. The local handball, basketball and football teams bear the traditional name Borac (fighter). There are sixteen football clubs in the city, with the most notable being Luka are Borac Banja Luka (2020–2021 season champions of Premier League of Bosnia and Herzegovina), BSK Banja Luka, and Omladinac Banja Luka (both in the First League of the Republika Srpska), FK Naprijed Banja Luka and FK Vrbas Banja Luka
FK Borac Banja Luka is one of the most popular football club in the Republika Srpska. The club has won several major trophies in its history such as trophies as a champion of Mitropa Cup, Yugoslav Cup, Premier League of Bosnia and Herzegovina, Bosnia and Herzegovina Football Cup, First League of the Republika Srpska, Republic Srpska Cup. The club has participated in UEFA Champions League and UEFA Europa League.
The city has a long tradition of handball. RK Borac Banja Luka was the European Champion in 1976, the European Vice-Champion in 1975 and the winner of the IHF Cup in 1991.
The local tennis tournament, "Memorijal Trive Vujića", has become professional and has been awarded ATP status in 2001, with the rank of a Challenger. The Banja Luka Challenger takes place in September each year. In 2006, the Davis Cup matches of the Europe/Africa Zone Group III took place in the city. In April 2023, Banja Luka was host to the 2023 Srpska Open tournament, as part of the 2023 ATP Tour.
Since 2015, the city hosts the Banjaluka Half-marathon.
In 2005 and 2019 the European Championships in Rafting were held on the Vrbas river.
Banja Luka was designated European city of sport in 2018.
Transport
Public transportation within Banja Luka is exclusively operated by the bus services. Over thirty bus lines connect the city centre with the rest of the city and its suburbs. The oldest bus link in the city is line No 1. Taxis are also readily available. The expressway E-661 (locally known as M-16) leads north to Croatia from Banja Luka by way of Gradiška, near the Bosnian/Croatian border. A wide range of bus services are available to most neighbouring and larger towns in Bosnia and Herzegovina, as well as to regional and European destinations such as Austria, Belgium, Croatia, Germany, France, Italy, Montenegro, The Netherlands, Serbia, Sweden, Switzerland and Slovakia.
Banja Luka is a minor hub of the railway services of Željeznice Republike Srpske, which comprises one half of the railway network of Bosnia and Herzegovina. Services operate to most northern Bosnian towns, and two modern air-conditioned 'Talgo' trains run to Sarajevo every day. However, services are relatively slow and infrequent compared with neighbouring countries.
Banja Luka International Airport (IATA: BNX, ICAO: LQBK) is located north of Banja Luka. The airport is served by Air Serbia, which operates flights to Belgrade and summer charters to Antalya and Athens, while Ryanair operates flights to Bergamo, Berlin, Brussels, Gothenburg, Stockholm-Arlanda Airport, Memmingen, Frankfurt–Hahn and Vienna. There is also Banja Luka Zalužani Airfield, a small airstrip.
International relations
Twin towns – Sister cities
Banja Luka is twinned with the following cities:
Belgrade, Serbia, since 2020
Novi Sad, Serbia, since 2006
Sremska Mitrovica, Serbia
Patras, Greece, since 1995
Moscow, Russia, since 2003
Kaiserslautern, Germany, since 2003
Lviv, Ukraine
Kranj, Slovenia, since 1965
Campobasso, Italy
Bari, Italy
Bitonto, Italy
Modi'in-Maccabim-Re'ut, Israel, since 2010
Graz, Austria
Västerås, Sweden, since 1969
Zemun, Serbia
Focșani, Romania, since 2012
North Kosovska Mitrovica, Kosovo, Serbia
People
Srđan Babić, Serbian footballer, World U-20 champion
Marijan Beneš, boxer and poet, European amateur and professional champion, Bosnian Boxer of the 20th century
Mladen Bojinović, Serbian handball player, World Championship bronze medalist
Nikola Ćaćić, Serbian tennis player
Saša Čađo, Serbian basketball player, Olympic bronze medalist and European champion
Adem Čejvan, actor
Radenko Dobraš (born 1968), Serbian basketball player
Nela Eržišnik, Croatian actress and comedian
Petar Kočić, Bosnian Serb writer
Ivan Franjo Jukić, Bosnian writer
Anton Josipović, boxer, Olympic champion
Ivan Merz, Catholic lay academic; beatified by Pope John Paul II
Tomislav Knez, football player, Olympic champion and European Championship silver medalist
Velimir Sombolac, football player and manager, Olympic champion
Nikola Pejaković, Serbian actor and musician
Mustafa Nadarević, actor
Franjo Komarica, Roman Catholic Bishop of Banja Luka
Slađana Golić, basketball player, Olympic and World Championships silver medalist
Neven Subotić, Serbian footballer
Muhamed Filipović, Bosnian academic, philosopher and writer
Nasiha Kapidžić-Hadžić, Bosnian writer and poet
Milorad Karalić, handball player, Olympic champion
Ivan Ljubičić, Croatian tennis player, World No. 3 and Olympic bronze medalist
Saša Lošić, Bosnian singer and composer
Marija Šestić, Bosnian singer
Romana Panić, singer
Božidar Jović, handball player
Abid Kovačević, retired footballer
Aleksandar Knežević, Serbian handball player, European Championship bronze medalist
Osman Karabegović, politician
Zlatko Saračević, Croatian handball player, Olympic and World champion
Draženko Mitrović, Serbian athlete, two-time Paralympic silver medalist and European champion
Ognjen Vranješ, Bosnian footballer
DJ Krmak, Bosnian singer
Srđan Grahovac, footballer
Darko Maletić, footballer
Srđan Vujmilović, photographer
Zlatan Muslimović, Bosnian footballer
Gorica Aćimović, Bosnian-Austrian handballer
Sredoje Zekanović, director of Bokserski klub Slavija Banja Luka, director of Yugoslavia national boxing team
Notes
References
External links
Banja Luka City homepage
Banja Luka City Travel Guide
Banja Luka News
Populated places in Banja Luka
Cities and towns in Republika Srpska
Municipalities of Republika Srpska
City walls in Bosnia and Herzegovina
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https://en.wikipedia.org/wiki/Dra%C5%BEa%20Mihailovi%C4%87
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Draža Mihailović
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Dragoljub "Draža" Mihailović (; 27 April 1893 – 17 July 1946) was a Yugoslav Serb general during World War II. He was the leader of the Chetnik Detachments of the Yugoslav Army (Chetniks), a royalist and nationalist movement and guerrilla force established following the German invasion of Yugoslavia in 1941.
Born in Ivanjica and raised in Belgrade, Mihailović fought in the Balkan Wars and the First World War with distinction. After the fall of Yugoslavia in April 1941, Mihailović organized the Chetniks at Ravna Gora and engaged in guerrilla warfare alongside Josip Broz Tito's Partisans against occupying German forces. Opposing strategies, ideological differences and general distrust drove them apart, and by late 1941 the two groups were in open conflict. Many Chetnik groups collaborated or established modus vivendi with the Axis powers, which along with British frustration over Mihailović's inaction led to the Allies shifting their support to Tito in 1944. Mihailović himself collaborated with fascist collaborators Milan Nedić and Dimitrije Ljotić at the end of the war.
Mihailović went into hiding after the war but was captured in March 1946. He was tried and convicted of high treason and war crimes by the communist authorities of the Federal People's Republic of Yugoslavia, and executed by firing squad in Belgrade in July. The nature and extent of his responsibility for collaboration and ethnic massacres remains controversial. In May 2015, Mihailović's verdict was overturned on appeal by the Supreme Court of Cassation of Serbia, citing his trial and conviction as politically and ideologically motivated.
Early life and military career
Dragoljub "Draža" Mihailović was born on 27 April 1893 in Ivanjica, Kingdom of Serbia to Mihailo and Smiljana Mihailović (née Petrović). His father was a court clerk. Orphaned at seven years of age, Mihailović was raised by his paternal uncle in Belgrade. As both of his uncles were military officers, Mihailović himself joined the Serbian Military Academy in October 1910. He fought as a cadet in the Serbian Army during the Balkan Wars of 1912–13 and was awarded the Silver Medal of Valor at the end of the First Balkan War, in May 1913. At the end of the Second Balkan War, during which he mainly led operations along the Albanian border, he was given the rank of second lieutenant as the top soldier in his class, ranked sixth at the Serbian military academy. He served in World War I and was involved in the Serbian Army's retreat through Albania in 1915. He later received several decorations for his achievements on the Salonika front. Following the war, he became a member of the Royal Guard of the Kingdom of Serbs, Croats and Slovenes but had to leave his position in 1920 after taking part in a public argument between communist and nationalist sympathizers. He was subsequently stationed in Skopje. In 1921, he was admitted to the Superior Military Academy of Belgrade. In 1923, having finished his studies, he was promoted as an assistant to the military staff, along with the fifteen other best alumni of his promotion. He was promoted to the rank of lieutenant colonel in 1930. That same year, he spent three months in Paris, following classes at the École spéciale militaire de Saint-Cyr. Some authors claim that he met and befriended Charles de Gaulle during his stay, although there is no known evidence of this. In 1935, he became a military attaché to the Kingdom of Bulgaria and was stationed to Sofia. On 6 September 1935, he was promoted to the rank of colonel. Mihailović then came in contact with members of Zveno and considered taking part in a plot which aimed to provoke Boris III's abdication and the creation of an alliance between Yugoslavia and Bulgaria, but, being untrained as a spy, he was soon identified by Bulgarian authorities and was asked to leave the country. He was then appointed as an attaché to Czechoslovakia in Prague.
His military career almost came to an abrupt end in 1939, when he submitted a report strongly criticizing the organization of the Royal Yugoslav Army (, VKJ). Among his most important proposals were abandoning the defence of the northern frontier to concentrate forces in the mountainous interior; re-organizing the armed forces into Serb, Croat, and Slovene units in order to better counter subversive activities; and using mobile Chetnik units along the borders. Milan Nedić, the Minister of the Army, was incensed by Mihailović's report and ordered that he be confined to barracks for 30 days. Afterwards, Mihailović became a professor at Belgrade's staff college. In the summer of 1940, he attended a function put on by the British military attaché for the Association of Yugoslav Reserve NCOs. The meeting was seen as highly anti-Nazi in tone, and the German ambassador protested Mihailović's presence. Nedić once more ordered him confined to barracks for 30 days as well as demoted and placed on the retired list. These last punishments were avoided only by Nedić's retirement in November and his replacement by Petar Pešić.
In the years preceding the Axis invasion of Yugoslavia, Mihailović was stationed in Celje, Drava Banovina (modern Slovenia). At the time of the invasion, Colonel Mihailović was an assistant to the chief-of-staff of the Yugoslav Second Army in northern Bosnia. He briefly served as the Second Army chief-of-staff prior to taking command of a "Rapid Unit" (brzi odred) shortly before the Yugoslav High Command capitulated to the Germans on 17 April 1941.
World War II
Following the invasion and occupation of Yugoslavia by Germany, Italy, Hungary, a small group of officers and soldiers led by Mihailović escaped in the hope of finding VKJ units still fighting in the mountains. After skirmishing with several Ustaše and Muslim bands and attempting to sabotage several objects, Mihailović and about 80 of his men crossed the Drina River into German-occupied Serbia on 29 April. Mihailović planned to establish an underground intelligence movement and establish contact with the Allies, though it is unclear if he initially envisioned to start an actual armed resistance movement.
Formation of the Chetniks
For the time being, Mihailović established a small nucleus of officers with an armed guard, which he called the "Command of Chetnik Detachments of the Yugoslav Army". After arriving at Ravna Gora in early May 1941, he realized that his group of seven officers and twenty-four non-commissioned officers and soldiers was the only one. He began to draw up lists of conscripts and reservists for possible use. His men at Ravna Gora were joined by a group of civilians, mainly intellectuals from the Serbian Cultural Club, who took charge of the movement's propaganda sector.
The Chetniks of Kosta Pećanac, which were already in existence before the invasion, did not share Mihailović's desire for resistance. In order to distinguish his Chetniks from other groups calling themselves Chetniks, Mihailović and his followers identified themselves as the "Ravna Gora movement". The stated goal of the Ravna Gora movement was the liberation of the country from the occupying armies of Germany, Italy and the Ustaše, and the Independent State of Croatia (, NDH).
Mihailović spent most of 1941 consolidating scattered VKJ remnants and finding new recruits. In August, he set up a civilian advisory body, the Central National Committee, composed of Serb political leaders including some with strong nationalist views such as Dragiša Vasić and Stevan Moljević. On 19 June, a clandestine Chetnik courier reached Istanbul, whence royalist Yugoslavs reported that Mihailović appeared to be organizing a resistance movement against Axis forces. Mihailović first established radio contact with the British in September 1941, when his radio operator raised a ship in the Mediterranean. On 13 September, Mihailović's first radio message to King Peter's government-in-exile announced that he was organizing VKJ remnants to fight against the Axis powers.
Mihailović also received help from officers in other areas of Yugoslavia, such as Slovene officer Rudolf Perinhek, who brought reports on the situation in Montenegro. Mihailović sent him back to Montenegro with written authorization to organize units there, with the oral approval of officers such as Đorđije Lašić, Pavle Đurišić, Dimitrije Ljotić and Kosta Mušicki. Mihailović only gave vague and contradictory orders to Perinhek, mentioning the need to put off civil strife and to "remove enemies".
Mihailović's strategy was to avoid direct conflict with the Axis forces, intending to rise up after Allied forces arrived in Yugoslavia. Mihailović's Chetniks had had defensive encounters with the Germans, but reprisals and the tales of the massacres in the NDH made them reluctant to engage directly in armed struggle, except against the Ustaše in Serbian border areas. In the meantime, following the Axis invasion of the Soviet Union, the Communist Party of Yugoslavia (KPJ), led by Josip Broz Tito, also went into action and called for a popular insurrection against the Axis powers in July 1941. Tito subsequently set up a communist resistance movement known as the Yugoslav Partisans. By the end of August, Mihailović's Chetniks and the Partisans began attacking Axis forces, sometimes jointly despite their differences, and captured numerous prisoners. On 28 October 1941 Mihailović received an order from the Prime Minister of the Yugoslav Government in exile Dušan Simović who urged Mihailović to avoid premature actions and avoid reprisals. Mihailović discouraged sabotage due to German reprisals (such as more than 3,000 killed in Kraljevo and Kragujevac) unless some great gain could be accomplished. Instead, he favoured sabotage that could not easily be traced back to the Chetniks. His reluctance to engage in more active resistance meant that most sabotage carried out in the early period of the war were due to efforts by the Partisans, and Mihailović lost several commanders and a number of followers who wished to fight the Germans to the Partisan movement.
Even though Mihailović initially asked for discreet support, propaganda from the British and from the Yugoslav government-in-exile quickly began to exalt his feats. The creation of a resistance movement in occupied Europe was received as a morale booster. On 15 November, the BBC announced that Mihailović was the commander of the Yugoslav Army in the Fatherland, which became the official name of Mihailović's Chetniks.
Conflicts with Axis troops and Partisans
Mihailović soon realized that his men did not have the means to protect Serbian civilians against German reprisals. The prospect of reprisals also fed Chetnik concerns regarding a possible takeover of Yugoslavia by the Partisans after the war, and they did not wish to engage in actions that might ultimately result in a post-war Serb minority. Mihailović's strategy was to bring together the various Serb bands and build an organization capable of seizing power after the Axis withdrew or were defeated, rather than engaging in direct confrontation with them. In contrast to the reluctance of Chetnik leaders to directly engage the Axis forces, the Partisans advocated open resistance, which appealed to those Chetniks desiring to fight the occupation. By September 1941, Mihailović began losing men to the Partisans, such as Vlado Zečević (a priest), Lieutenant Ratko Martinović, and the Cer Chetniks led by Captain Dragoslav Račić
On 19 September 1941, Tito met with Mihailović to negotiate an alliance between the Partisans and Chetniks, but they failed to reach an agreement as the disparity of the aims of their respective movements was great enough to preclude any real compromise. Tito was in favour of a joint full-scale offensive, while Mihailović considered a general uprising to be premature and dangerous, as he thought it would trigger reprisals. For his part, Tito's goal was to prevent an assault from the rear by the Chetniks, as he was convinced that Mihailović was playing a "double game", maintaining contacts with German forces via the Nedić government. Mihailović was in contact with Nedić's government, receiving monetary aid via Colonel Popović. On the other hand, Mihailović sought to prevent Tito from assuming the leadership role in the resistance, as Tito's goals were counter to his goals of the restoration of the Karađorđević dynasty and the establishment of Greater Serbia. Further talks were scheduled for 16 October.
At the end of September, the Germans launched a massive offensive against both Partisans and Chetniks called Operation Užice. A joint British-Yugoslav intelligence mission, quickly assembled by the Special Operations Executive (SOE) and led by Captain D. T. Hudson, arrived on the Montenegrin coast on 22 September, whence they had made their way with the help of Montenegrin Partisans to their headquarters, and then on to Tito's headquarters at Užice, arriving on or around 25 October. Hudson reported that earlier promises of supplies made by the British to Mihailović contributed to the poor relationship between Mihailović and Tito, as Mihailović correctly believed that no one outside of Yugoslavia knew about the Partisan movement, and felt that "the time was ripe for drastic action against the communists".
Tito and Mihailović met again on 27 October 1941 in the village of Brajići near Ravna Gora in an attempt to achieve an understanding, but found consensus only on secondary issues. Immediately following the meeting, Mihailović began preparations for an attack on the Partisans, delaying the attack only for lack of arms. Mihailović reported to the Yugoslav government-in-exile that he believed the occupation of Užice, the location of a gun factory, was required to prevent the strengthening of the Partisans. On 28 October, two Chetnik liaison officers first approached Nedić and later that day German officer Josef Matl of the Armed Forces Liaison Office, and offered Mihailović's services in the struggle against the Partisans in exchange for weapons. This offer was relayed to the German general in charge of the Territory of the Military Commander in Serbia, and a meeting was proposed by the German for 3 November. On 1 November, the Chetniks attacked the Partisan headquarters at Užice, but were beaten back. On same day Mihailović's troops captured two groups of Partisans near Mionica. Between 6 and 9 November, at least 41(19 of them were nurses and 4 were wounded) of them were executed in Brajići, near Chetnik High Quarters. Mihailović was in Brajići during these executions. On 3 November 1941 Mihailović postponed the proposed meeting with the German officers until 11 November, citing the "general conflict" in which the Chetniks and Partisans were engaged requiring his presence at his headquarters. The meeting, organized through one of Mihailović's representatives in Belgrade, took place between the Chetnik leader and an Abwehr official, although it remains controversial if the initiative came from the Germans, from Mihailović himself, or from his liaison officer in Belgrade. In the negotiations Mihailović assured the Germans that "it is not my intention to fight against the occupiers" and claimed that "I have never made a genuine agreement with the communists, for they do not care about the people. They are led by foreigners who are not Serbs: the Bulgarian Janković, the Jew Lindmajer, the Magyar Borota, two Muslims whose names I do not know and the Ustasha Major Boganić. That is all I know of the communist leadership." It appears that Mihailović offered to cease activities in the towns and along the major communication lines, but ultimately no agreement was reached at the time due to German demands for the complete surrender of the Chetniks, and the German belief that the Chetniks were likely to attack them despite Mihailović's offer. After the negotiations, an attempt was made by the Germans to arrest Mihailović. Mihailović carefully kept the negotiations with the Germans secret from the Yugoslav government-in-exile, as well as from the British and their representative Hudson. On 13 November Mihailović's Chetniks handed over Germans 365 Partisan prisoners of war through Jovan Škavović, commander of Pećanac Chetniks. With this act, Mihailović wanted to show that he is still open to cooperation despite German refusal of his proposal. Wehrmacht would later execute at least 261 of these Partisans on 27 November.
Mihailović's assault on the Partisan headquarters at Užice and Požega failed, and the Partisans mounted a rapid counterattack. Within two weeks, the Partisans repelled Chetnik advances and surrounded Mihailović's headquarters at Ravna Gora. Having lost troops in clashes with the Germans, sustained the loss of approximately 1,000 troops and considerable equipment at the hands of the Partisans, received only one small delivery of arms from the British in early November, and been unsuccessful in convincing the Germans to provide him with supplies, Mihailović found himself in a desperate situation.
In mid-November, the Germans launched an offensive against the Partisans, Operation Western Morava, which bypassed Chetnik forces. Having been unable to quickly overcome the Chetniks, faced with reports that the British considered Mihailović as the leader of the resistance, and under pressure from the German offensive, Tito approached Mihailović with an offer to negotiate, which resulted in talks and later an armistice between the two groups on 20 or 21 November. Tito and Mihailović had one last phone conversation on 28 November, in which Tito announced that he would defend his positions, while Mihailović said that he would disperse. On 30 November, Mihailović's unit leaders decided to join the "legalized" Chetniks under General Nedić's command, in order to be able to continue the fight against the Partisans without the possibility of being attacked by the Germans and to avoid compromising Mihailović's relationship with the British. Evidence suggests that Mihailović did not order this, but rather only sanctioned the decision. About 2,000–3,000 of Mihailović's men actually enlisted in this capacity within the Nedić regime. The legalization allowed his men to have a salary and an alibi provided by the collaborationist administration, while it provided the Nedić regime with more men to fight the communists, although they were under the control of the Germans. Mihailović also considered that he could, using this method, infiltrate the Nedić administration, which was soon fraught with Chetnik sympathizers. While this arrangement differed from the all-out collaboration of Kosta Pećanac, it caused much confusion over who and what the Chetniks were. Some of Mihailović's men crossed into Bosnia to fight the Ustaše while most abandoned the struggle. Throughout November, Mihailović's forces had been under pressure from German forces, and on 3 December, the Germans issued orders for Operation Mihailovic, an attack against his forces in Ravna Gora. On 5 December, the day before the operation, Mihailović was warned by contacts serving under Nedić of the impending attack, likely by Milan Aćimović. He closed down his radio transmitter on that day to avoid giving the Germans hints of his whereabouts and then dispersed his command and the remainder of his forces. The remnants of his Chetniks retreated to the hills of Ravna Gora, but were under German attack throughout December. Mihailović narrowly avoided capture. On 10 December, a bounty was put on his head by the Germans. In the meantime, on 7 December, the BBC announced his promotion to the rank of brigade general.
Activities in Montenegro and the Territory of the Military Commander in Serbia
Mihailović did not resume radio transmissions with the Allies before January 1942. In early 1942, the Yugoslav government-in-exile reorganized and appointed Slobodan Jovanović as prime minister, and the cabinet declared the strengthening of Mihailović's position as one of its primary goals. It also unsuccessfully sought to obtain support from both the Americans and the British. On 11 January, Mihailović was named "Minister of the Army, Navy and Air Forces" by the government-in-exile. The British had suspended support in late 1941 following Hudson's reports of the conflict between the Chetniks and Partisans. Mihailović, infuriated by Hudson's recommendations, denied Hudson radio access and had no contact with him through the first months of 1942. Although Mihailović was in hiding, by March the Nedić government located him, and a meeting sanctioned by the German occupation took place between him and Aćimović. According to historian Jozo Tomasevich, following this meeting, General Bader was informed that Mihailović was willing to put himself at the disposal of the Nedić government in the fight against the communists, but Bader refused his offer. In April 1942, Mihailović, still hiding in Serbia, resumed contact with British envoy Hudson, who was also able to resume his radio transmission to Allied headquarters in Cairo, using Mihailović's transmitter. In May, the British resumed sending assistance to the Chetniks, although only to a small extent, with a single airdrop on 30 March. Mihailović subsequently left for Montenegro, arriving there on 1 June. He established his headquarters there and on 10 June was formally appointed as Chief-of-Staff of the Supreme Command of the Yugoslav Army in the Fatherland. A week later he was promoted to the rank of General of the Army. The Partisans, in the meantime, insisted to the Soviets that Mihailović was a traitor and a collaborator, and should be condemned as such. The Soviets initially saw no need for it, and their propaganda kept supporting Mihailović. Eventually, on 6 July 1942, the station Radio Free Yugoslavia, located in the Comintern building in Moscow, broadcast a resolution from Yugoslav "patriots" in Montenegro and Bosnia labelling Mihailović a collaborator.
In Montenegro, Mihailović found a complex situation. The local Chetnik leaders, Bajo Stanišić and Pavle Đurišić, had reached arrangements with the Italians and were cooperating with them against the communist-led Partisans. Mihailović later claimed at his trial in 1946 that he was unaware of these arrangements prior to his arrival in Montenegro, and had to accept them once he arrived, as Stanišić and Đurišić acknowledged him as their leader in name only and would only follow Mihailović's orders if they supported their interests. Mihailović believed that Italian military intelligence was better informed than he was of the activities of his commanders. He tried to make the best of the situation and accepted the appointment of Blažo Đukanović as the figurehead commander of "nationalist forces" in Montenegro. While Mihailović approved the destruction of communist forces, he aimed to exploit the connections of Chetniks commanders with the Italians to get food, arms and ammunition in the expectation of an Allied landing in the Balkans. On 1 December, Đurišić organised a Chetnik "youth conference" at Šahovići. The congress, which historian Stevan K. Pavlowitch writes expressed "extremism and intolerance", nationalist claims were made on parts of Albania, Bulgaria, Romania and Italy, while its resolutions posited the restoration of a monarchy with a period of transitional Chetnik dictatorship. Mihailović and Đukanović did not attend the event, which was entirely dominated by Đurišić, but they sent representatives. In the same month, Mihailović informed his subordinates that: "The units of the Partisans are filled with thugs of the most varied kinds, such as Ustašas – the worst butchers of the Serb people – Jews, Croats, Dalmatians, Bulgarians, Turks, Magyars, and all the other nations of the world."
In the NDH, Ilija Trifunović-Birčanin, a leader of pre-war Chetnik organizations, commanded the Chetniks in Dalmatia, Lika, Bosnia and Herzegovina. He led the "nationalist" resistance against Partisans and Ustaše and acknowledged Mihailović as the formal leader, but acted on his own, with his troops being used by the Italians as the local Anti-Communist Volunteer Militia (MVAC). Italian commander Mario Roatta aimed to spare Italian lives, but also to counter the Ustaše and Germans, to undermine Mihailović's authority among the Chetniks by playing up local leaders. Chetniks, led by Dobroslav Jevđević, came from Montenegro to help the Bosnian Serb population against the Ustaše. They murdered and pillaged in Foča until the Italians intervened in August. The Chetniks also asked the Italians for protection against Ustaše retribution. On 22 July, Mihailović met with Trifunović-Birčanin, Jevđević, and his newly appointed delegate in Herzegovina, Petar Baćović. The meeting was supposedly secret but was known to Italian intelligence. Mihailović gave no precise orders but expressed his confidence in both his subordinates, adding, according to Italian reports, that he was waiting for help from the Allies to start a real guerrilla campaign, in order to spare Serb lives. Summoned by Roatta upon their return, Trifunović-Birčanin and Jevđević assured the Italian commander that Mihailović was merely a "moral head" and that they would not attack Italians, even if he should give such an order.
Having become more and more concerned with domestic enemies and concerned that he be in a position to control Yugoslavia after the Allies defeated the Axis, Mihailović concentrated from Montenegro on directing operations, in the various parts of Yugoslavia, mostly against Partisans, but also against the Ustaše and Dimitrije Ljotić's Serbian Volunteer Corps (SDK). During the autumn of 1942, Mihailović's Chetniks—at the request of the British organization—sabotaged several railway lines used to supply Axis forces in the Western Desert of northern Africa. In September and December, Mihailović's actions damaged the railway system seriously; the Allies gave him credit for inconveniencing Axis forces and contributing to Allied successes in Africa. The credit given to Mihailović for sabotages was maybe undeserved:
But an S.O.E. 'appreciation on Jugoslavia' of mid-November said: "... So far no telegrams have been received from either of our liaison officers reporting any sabotage undertaken by General Mihajlović, nor have we received any reports of fighting against the Axis troops." In Yugoslavia, therefore, S.O.E. could claim no equivalent to the Gorgopotamos operation in Greece. From all this, it might seem that since the autumn of 1941 the British had – wittingly or unwittingly – been co-operating in a gigantic hoax.
Early in September 1942, Mihailović called for civil disobedience against the Nedić regime through leaflets and clandestine radio transmitters. This prompted fighting between the Chetniks and followers of the Nedić regime. The Germans, whom the Nedić administration had called for help against Mihailović, responded to Nedić's request and to the sabotages with mass terror, and attacked the Chetniks in late 1942 and early 1943. Roberts mentions Nedić's request for help as the main reason for German action, and does not mention the sabotage campaign. Pavlowitch, on the other hand, mentions the sabotages as being conducted simultaneously with the propaganda actions. Thousands of arrests were made and it has been estimated that during December 1942, 1,600 Chetnik combatants were killed by the Germans through combat actions and executions. These actions by the Nedić regime and the Germans "brought to an abrupt conclusion much of the anti-German action Mihailović had started up again since the summer (of 1942)". Adolf Hitler wrote to Benito Mussolini on 16 February 1943, demanding that in addition to the partisans be pursued the chetniks who possessed "a special danger in the long-term plans that Mihailovic's supporters were building." Hitler adds: "In any case, the liquidation of the Mihailovic movement will no longer be an easy task, given the forces at its disposal and the large number of armed Chetniks". At that time, General Mihailovic was with his Supreme Command in Montenegro, which was under Italian occupation. From the beginning of 1943, General Mihailovic prepared his units for the supports of Allied landing on the Adriatic coast. General Mihailovic hoped that the Western Alliance would open the Second Front in the Balkans.
Mihailović had great difficulties controlling his local commanders, who often did not have radio contacts and relied on couriers to communicate. He was, however, apparently aware that many Chetnik groups were committing crimes against civilians and acts of ethnic cleansing; according to Pavlowitch, Đurišić proudly reported to Mihailović that he had destroyed Muslim villages, in retribution against acts committed by Muslim militias. While Mihailović apparently did not order such acts himself and disapproved of them, he also failed to take any action against them, being dependent on various armed groups whose policy he could neither denounce nor condone. He also hid the situation from the British and the Yugoslav government-in-exile. Many terror acts were committed by Chetnik groups against their various enemies, real or perceived, reaching a peak between October 1942 and February 1943.
Brigadier Charles Armstrong reported to his command °that Mihailovic believed that Britain had left Yugoslavia to Soviet influence ...°. Mihailovic's units in Serbia during the arrival of the Soviet army in September 1944, do not lead any fighting against the Soviets. Some Chetnik corps commanders, such as Dragutin Keserovic, Predrag Raković, Vlastimir Vesic and Dusan Smiljanic, are trying to co-operate with the Soviet Army
Terror tactics and cleansing actions
Chetnik ideology encompassed the notion of Greater Serbia, to be achieved by forcing population shifts in order to create ethnically homogeneous areas. Partly due to this ideology and partly in response to violent actions undertaken by the Ustaše and the Muslim forces attached to them, Chetniks forces engaged in numerous acts of violence including massacres and destruction of property, and used terror tactics to drive out non-Serb groups. In the spring of 1942, Mihailović penned in his diary: "The Muslim population has through its behaviour arrived at the situation where our people no longer wish to have them in our midst. It is necessary already now to prepare their exodus to Turkey or anywhere else outside our borders."
According to the historian Noel Malcolm, there is "... no definite evidence that Mihailović himself ever called for ethnic cleansing". However, instructions to his Montenegrin subordinate commanders, Major Đorđije Lašić and Captain Pavle Đurišić, which prescribe cleansing actions of non-Serb elements in order to create Greater Serbia have been attributed to Mihailović by some historians, but some historians argue that the document was a forgery made by Đurišić after he failed to reach Mihailović in December 1941 after the latter was driven out of Ravna Gora by German forces. According to Malcolm, if the document was a forgery, it was forged by Chetnik commanders hoping it would be taken as a legitimate order, not by their opponents seeking to discredit the Chetniks. The objectives outlined in the directive were:
Whether or not the instructions were forged, Mihailović was certainly aware of both the ideological goal of cleansing and of the violent acts taken to accomplish that goal. Stevan Moljević worked out the basics of the Chetnik program while at Ravna Gora in the summer of 1941, and Mihailović sent representatives to the Conference of Young Chetnik Intellectuals of Montenegro where the basic formulations were expanded. Đurišić played the dominant role at this conference. Relations between Đurišić and Mihailović were strained, and although Mihailović did not participate, neither did he take any action to counter it. In 1943, Đurišić followed Chetnik Supreme Command orders to carry out "cleansing actions" against Muslims and reported the thousands of old men, women and children he massacred to Mihailović. Mihailović was either "unable or unwilling to stop the massacres". In 1946, Mihailović was indicted, amongst other things, of having "given orders to his commanders to destroy the Muslims (whom he called Turks) and the Croats (whom he called Ustashas)." At his trial Mihailović claimed that he never ordered the destruction of Croat and Muslim villages and that some of his subordinates hid such activities from him. He was later convicted of crimes that included having "incited national and religious hatred and discord among the peoples of Yugoslavia, as a consequence of which his Chetnik bands carried out mass massacres of the Croat and Muslim as well as of the Serb population that did not accept the occupation."
Mihailović's Chetnik committed series of crimes against Partisans and their sympathizers in Serbia. Black threes were executioner units, known for their terror tactics and liquidation of people opposed to Chetnik movement. While some of those killed by threes were member of collaborationist regime, this number is far exceeded by number of those killed for supporting Yugoslav Partisans. Largest of crimes against Partisan supporters like massacres in Vranić and Drugovac were executed by entire Chetnik units. Orders for killing of Partisan supports came directly from Mihailović. For example on 12 November 1943 to his commander Dragutin Keserović, he told that: The work on definitive cleansing of communists must continue. They can't exist in Serbia.[...]Destroy their sympathizers and concealers without mercy. Without sympathizers they won't exist. Similar messages he also sent during November 1943 to Chetnik commanders Radoslav Đurić and Nikola Kalabić.
Relations with the British
On 15 November 1942, Captain Hudson cabled to Cairo that the situation was problematic, that opportunities for large-scale sabotage were not exploited because of Mihailović's desire to avoid reprisals and that, while waiting for an Allied landing and victory, the Chetnik leader might come to "any sound understanding with either Italians or Germans which he believed might serve his purposes without compromising him", in order to defeat the communists. In December, Major Peter Boughey, a member of SOE's London staff, insisted to Živan Knežević, a member of the Yugoslav cabinet, that Mihailović was a quisling, who was openly collaborating with the Italians. The Foreign Office called Boughey's declarations "blundering" but the British were worried about the situation and Mihailović's inactivity. A British senior officer, Colonel S. W. Bailey, was then sent to Mihailović and was parachuted into Montenegro on Christmas Day. His mission was to gather information and to see if Mihailović had carried out necessary sabotages against railroads. During the following months, the British concentrated on having Mihailović stop Chetnik collaboration with Axis forces and perform the expected actions against the occupiers, but they were not successful.
In January 1943, the SOE reported to Churchill that Mihailović's subordinate commanders had made local arrangements with Italian authorities, although there was no evidence that Mihailović himself had ever dealt with the Germans. The report concluded that, while aid to Mihailović was as necessary as ever, it would be advisable to extend assistance to other resistance groups and to try to reunite the Chetniks and the Partisans. British liaison officers reported in February that Mihailović had "at no time" been in touch with the Germans, but that his forces had been in some instances aiding the Italians against the Partisans (the report was simultaneous with Operation Trio). Bailey reported that Mihailović was increasingly dissatisfied with the insufficient help he was receiving from the British. Mihailović's movement had been so inflated by British propaganda that the liaison officers found the reality decidedly below expectations.
On 3 January 1943, just before Case White, an Axis conference was held in Rome, attended by German commander Alexander Löhr, NDH representatives, and by Jevđević who, this time, collaborated openly with the Axis forces against the Partisans, and had gone to the conference without Mihailović's knowledge. Mihailović disapproved of Jevđević's presence and reportedly sent him an angry message, but his actions were limited to announcing that Jevđević's military award would be withdrawn. On 3 February 1943 Charles de Gaulle awarded Mihailović with Croix de Guerre, a French military decoration to honour people who fought with the Allies against the Axis forces at any time during World War II.
On 28 February 1943, in Bailey's presence, Mihailović addressed his troops in Lipovo. Bailey reported that Mihailović had expressed his bitterness over "perfidious Albion" who expected the Serbs to fight to the last drop of blood without giving them any means to do so, had said that the Serbs were completely friendless, that the British were holding King Peter II and his government as virtual prisoners, and that he would keep accepting help from the Italians as long as it would give him the means to annihilate the Partisans. Also according to Bailey's report, he added that his enemies were the Ustaše, the Partisans, the Croats and the Muslims and that only after dealing with them would he turn to the Germans and the Italians.
While defenders of Mihailović have argued that Bailey had mistranslated the speech, and may have even done so intentionally, the effect on the British was disastrous and marked the beginning of the end for British-Chetnik cooperation. The British officially protested to the Yugoslav government-in-exile and demanded explanations regarding Mihailović's attitude and collaboration with the Italians. Mihailović answered to his government that he had had no meetings with Italian generals and that Jevđević had no command to do so. The British announced that they would send him more abundant supplies. Also in early 1943, the tone of the BBC broadcasts became more and more favourable to the Partisans, describing them as the only resistance movement in Yugoslavia, and occasionally attributing to them resistance acts actually undertaken by the Chetniks. Bailey complained to the Foreign Office that his position with Mihailović was being prejudiced by this. The Foreign Office protested and the BBC apologized, but the line did not really change.
Defeat in the battle of the Neretva
During Case White, the Italians heavily supported the Chetniks in the hope that they would deal a fatal blow to the Partisans. The Germans disapproved of this collaboration, about which Hitler personally wrote to Mussolini. At the end of February, shortly after his speech, Mihailović himself joined his troops in Herzegovina near the Neretva in order to try to salvage the situation. The Partisans nevertheless defeated the opposing Chetniks troops, who were in a state of disarray, and managed to go across the Neretva. In March, the Partisans negotiated a truce with Axis forces in order to gain some time and use it to defeat the Chetniks. While Ribbentrop and Hitler finally overruled the orders of their subordinates and forbade any such contacts, the Partisans benefited from this brief truce, during which Italian support for the Chetniks was suspended, and which allowed Tito's forces to deal a severe blow to Mihailović's troops.
In May, the German intelligence service also tried to establish contact with Mihailović to see if an alliance against the Partisans was possible. In Kolašin, they met with a Chetnik officer, who did not introduce himself. They assumed they had met the general himself, but the man was possibly not Mihailović, whom Bailey reported being in another area at the same period. The German command, however, reacted strongly against any attempt at "negotiating with the enemy".
The Germans then turned to their next operation, code-named Schwarz, and attacked the Montenegrin Chetniks. Đurišić appears to have suggested to Mihailović a short-term cooperation with the Germans against the Partisans, something Mihailović refused to condone. Đurišić ended up defending his headquarters at Kolašin against the Partisans. On 14 May, the Germans entered Kolašin and captured Đurišić, while Mihailović escaped.
In late May, after regaining control of most of Montenegro, the Italians turned their efforts against the Chetniks, at least against Mihailović's forces, and put a reward of half-a-million lire for the capture of Mihailović, and one million for the capture of Tito.
Allied support shifts
In April and May 1943, the British sent a mission to the Partisans and strengthened their mission to the Chetniks. Major Jasper Rootham, one of the liaison officers to the Chetniks, reported that engagements between Chetniks and Germans did occur, but were invariably started by German attacks. During the summer, the British sent supplies to both Chetniks and Partisans.
Mihailović returned to Serbia and his movement rapidly recovered its dominance in the region. Receiving more weapons from the British, he undertook a series of actions and sabotages, disarmed Serbian State Guard (SDS) detachments and skirmished with Bulgarian troops, though he generally avoided the Germans, considering that his troops were not yet strong enough. In Serbia, his organization controlled the mountains where Axis forces were absent. The collaborationist Nedić administration was largely infiltrated by Mihailović's men and many SDS troops being actually sympathetic to his movement. After his defeat in Case White, Mihailović tried to improve his organization. Dragiša Vasić, the movement's ideologue who had opposed the Italian connection and clashed with Mihailović, left the supreme command. Mihailović tried to extend his contacts to Croats and traditional parties and to revitalise his contacts in Slovenia. The United States sent liaison officers to join Bailey's mission with Mihailović, while also sending men to Tito. The Germans, in the meantime, became worried by the growing strength of the Partisans and made local arrangements with Chetnik groups, though not with Mihailović himself. According to Walter R. Roberts, there is "little doubt" that Mihailović was aware of these arrangements and that he might have regarded them as the lesser of two evils, his primary aim being to defeat the Partisans.
From the beginning of 1943, British impatience with Mihailović grew. From the decrypts of German wireless messages, Churchill and his government concluded that the Chetniks' collaboration with the Italians went beyond what was acceptable and that the Partisans were doing the most severe damage to the Axis.
With Italy's withdrawal from the war in September 1943, the Chetniks in Montenegro found themselves under attack by both the Germans and the Partisans, who took control of large parts of Montenegrin territory, including the former "Chetnik capital" of Kolašin. Đurišić, having escaped from a German camp in Galicia, found his way to Yugoslavia, was captured again, and was then asked by collaborationist prime minister Milan Nedić to form a Montenegrin Volunteer Corps against the Partisans. He was pledged to Nedić, but also made a secret allegiance to Mihailović. Both Mihailović and Đurišić expected a landing by the Western Allies. In Serbia, Mihailović was considered the representative of the victorious Allies. In the chaotic situation created by the Italian surrender, several Chetnik leaders overtly collaborated with the Germans against the reinforced Partisans; approached by an Abwehr agent, Jevđević offered the services of about 5,000 men. Momčilo Đujić also went to the Germans for cover against the Ustaše and Partisans, although he was distrusted. In October 1943, Mihailović, at the Allies' request, agreed to undertake two sabotage operations, which had the effect of making him even more of a wanted man and forced him, according to British reports, to change his headquarters frequently.
By November and December 1943, the Germans had realized that Tito was their most dangerous opponent; German representative Hermann Neubacher managed to conclude secret arrangements with four of Mihailović's commanders for the cessation of hostilities for periods of five to ten weeks. The Germans interpreted this as a sign of weakness from the Mihailović movement. The truces were kept secret but came to the knowledge of the British through decrypts. There is no evidence that Mihailović had been involved or approved, though British Military Intelligence found it possible that he was "conniving". At the end of October, the local signals decrypted in Cairo had disclosed that Mihailović had ordered all Chetnik units to co-operate with Germany against the Partisans. This order for cooperation was originally decrypted by Germans, and it was noted in the Oberkommando der Wehrmacht War Journal.
The British were more and more concerned about the fact that the Chetniks were more willing to fight Partisans than Axis troops. At the third Moscow Conference in October 1943, Anthony Eden expressed impatience about Mihailović's lack of action. The report of Fitzroy Maclean, liaison officer to the Partisans, convinced Churchill that Tito's forces were the most reliable resistance group. The report of Charles Armstrong, liaison officer to Mihailović, arrived too late for Anthony Eden to take it to the Tehran Conference in late November 1943, though Stevan K. Pavlowitch thinks that it would probably been insufficient to change Churchill's mind. At Tehran, Churchill argued in favour of the Partisans, while Joseph Stalin expressed limited interest but agreed that they should receive the greatest possible support.
On 10 December, Churchill met King Peter II in London and told him that he possessed irrefutable proofs of Mihailović's collaboration with the enemy and that Mihailović should be eliminated from the Yugoslav cabinet. Also in early December, Mihailović was asked to undertake an important sabotage mission against railways, which was later interpreted as a "final opportunity" to redeem himself. However, possibly not realizing how Allied policy had evolved, he failed to give the go-ahead. On 12 January 1944, the SOE in Cairo sent a report to the Foreign Office, saying that Mihailović's commanders had collaborated with Germans and Italians and that Mihailović himself had condoned and in certain cases approved their actions. This hastened the British's decision to withdraw their thirty liaison officers to Mihailović. The mission was effectively withdrawn in the spring of 1944. In April, one month before leaving, liaison officer Brigadier Armstrong noted that Mihailović had been mostly active in propaganda against the Axis, that he had missed numerous occasions for sabotage in the last six or eight months and that the efforts of many Chetnik leaders to follow Mihailović's orders for inactivity had evolved into non-aggression pacts with Axis troops, although the mission had no evidence of collaboration with the enemy.
In the meantime, Mihailović tried to improve the organization of his movement. On 25 January 1944, with the help of Živko Topalović, he organized in Ba, a village near Ravna Gora, the Ba Congress also meant to remove the shadow of the previous congress held in Montenegro. The congress was attended by 274 people, representing various parties, and aimed to be a reaction against the arbitrary behaviour of some commanders. The organization of a new, democratic, possibly federal, Yugoslavia, was mentioned, though the proposals remained vague, and an appeal was even made for the KPJ to join. The Chetnik command structure was formally reorganized. Đurišić was still in charge of Montenegro and Đujić of Dalmatia, but Jevđević was excluded. The Germans and Bulgarians reacted to the congress by conducting an operation against the Chetniks in northern Serbia in February, killing 80 and capturing 913.
After May and the withdrawal of the British mission, Mihailović kept transmitting radio messages to the Allies and to his government but no longer received replies.
In July and August 1944, Mihailović ordered his forces to cooperate with the Office of Strategic Services (OSS) and 60th Troop Carrier Squadron (TCS) in the successful rescue of hundreds downed Allied airmen between August and December 1944 in what was called Operation Halyard; for this, he was posthumously awarded the Legion of Merit by United States President Harry S. Truman.
According to historian Marko Attila Hoare, "On other occasions, however, Mihailović's Chetniks rescued German airmen and handed them over safely to the German armed forces ... The Americans, with a weaker intelligence presence in the Balkans than the British, were less in touch with the realities of the Yugoslav civil war. They were consequently less than enthusiastic about British abandonment of the anti-communist Mihailović, and more reserved toward the Partisans." Several Yugoslavs were also evacuated in Operation Halyard, along with Topalović; they tried to raise more support abroad for Mihailović's movement, but this came too late to reverse Allied policy. The United States also sent an intelligence mission to Mihailović in March, but withdrew it after Churchill advised Roosevelt that all support should go to Tito and that "complete chaos" would ensue if the Americans also backed Mihailović.
In July, Ivan Šubašić formed the new Yugoslav government-in-exile, which did not include Mihailović as a minister. Mihailović, however, remained the official chief-of-staff of the Yugoslav Army. On 29 August, upon the recommendation of his government, King Peter dissolved by royal decree the Supreme Command, therefore abolishing Mihailović's post. On 12 September, King Peter broadcast a message from London, announcing the gist of 29 August's decree and calling upon all Serbs, Croats and Slovenes to "join the National Liberation Army under the leadership of Marshal Tito". He also proclaimed that he strongly condemned "the misuse of the name of the King and the authority of the Crown by which an attempt has been made to justify collaboration with the enemy". Though the King did not mention Mihailović, it was clear who he meant. According to his own account, Peter had obtained after strenuous talks with the British not to say a word directly against Mihailović. The message had a devastating effect on the morale of the Chetniks. Many men left Mihailović after the broadcast; others remained out of loyalty to him.
Mihailović resented the fact that he was abandoned by his former allies and in August 1944 summed up his position by stating that:
"More than three years ago I took up arms to fight for democracy against dictatorship in the form of nazism and fascism. In fighting for this cause there were ten occasions on which I almost lost my life. If I must die in fighting against a new form of dictatorship, I shall die, bitter because I have been deserted by those who profess to believe in democracy, but satisfied that I myself have fought bravely and honestly and have refused to compromise my cause."
Defeat in 1944–45
At the end of August 1944, the Soviet Union's Red Army arrived on the eastern borders of Yugoslavia. In early September, it invaded Bulgaria and coerced it into turning against the Axis. Mihailović's Chetniks, meanwhile, were so badly armed to resist the Partisan incursions into Serbia that some of Mihailović's officers, including Nikola Kalabić, Neško Nedić and Dragoslav Račić, met German officers on 11 August to arrange a meeting of Mihailović with Neubacher and to set forth the conditions for increased collaboration. Nedić, in turn, apparently picked up the idea and suggested forming an army of united anti-communist forces; he arranged a secret meeting with Mihailović, which apparently took place around 20 August. From the existing accounts, they met in a dark room and Mihailović remained mostly silent, so much so that Nedić was not even sure afterwards that he had actually met the real Mihailović. According to British official Stephen Clissold, Mihailović was initially very reluctant to go to the meeting, but was finally convinced by Kalabić. It appears that Nedić offered to obtain arms from the Germans, and to place his Serbian State Guard under Mihailović's command, possibly as part of an attempt to switch sides as Germany was losing the war. Neubacher favoured the idea, but it was vetoed by Hitler, who saw this as an attempt to establish an "English fifth column" in Serbia. According to Pavlowitch, Mihailović, who was reportedly not enthusiastic about the proposal, and Nedić might have been trying to "exploit each other's predicaments", while Nedić may have considered letting Mihailović "take over". At the end of August, Mihailović also met an OSS mission, headed by Colonel Robert H. McDowell, who stayed with him until November.
As the Red Army approached, Mihailović thought that the outcome of war would depend on Turkey entering the conflict, followed at last by an Allied incursion in the Balkans. He called upon all Yugoslavs to remain faithful to the King, and claimed that Peter had sent him a message telling him not to believe what he had heard on the radio about his dismissal. His troops started to break up outside Serbia in mid-August, as he tried to reach to Muslim and Croat leaders for a national uprising. However, whatever his intentions, he proved to have little attraction for non-Serbs. Đurišić, while leading his Montenegrin Volunteer Corps, which was related on paper to Ljotić's forces, accepted once again Mihailović's command. Mihailović ordered a general mobilization on 1 September; his troops were engaged against the Germans and the Bulgarians, while also under attack by the Partisans. On 4 September, Mihailović issued a circular telegram ordering his commanders that no action can be undertaken without his orders, save against the communists. German sources confirm the loyalty of Mihailović and forces under his direct influence in this period. The Partisans then penetrated Chetnik territory, fighting a difficult battle and ultimately defeating Mihailović's main force by October. On 6 September, what was left of Nedić's troops openly joined Mihailović. In the meantime, the Red Army encountered both the Partisans and Chetniks while entering from Romania and Bulgaria. They briefly cooperated with the Chetniks against retreating Germans, before disarming them. Mihailović sent a delegation to the Soviet command, but his representatives were ignored and ultimately arrested. Mihailović's movement collapsed in Serbia under the attacks of Soviets, Partisans, Bulgarians and fighting with the retreating Germans. Still hoping for a landing by the Western Allies, he headed for Bosnia with his staff, McDowell and a force of a few hundred. He set up a few Muslim units and appointed Croat Major Matija Parac as the head of an as yet non-existent Croatian Chetnik army. Nedić himself had fled to Austria. On 25 May 1945, he wrote to General Dwight D. Eisenhower, asserting that he had always been a secret ally of Mihailović.
Now hoping for support from the United States, Mihailović met a small British mission between the Neretva river and Dubrovnik, but realized that it wasn't the signal of the hoped-for landing. McDowell was evacuated on 1 November and was instructed to offer Mihailović the opportunity to leave with him. Mihailović refused, as he wanted to remain until the expected change of Western Allied policy. During the next weeks, the British government also raised the possibility of evacuating Mihailović by arranging a "rescue and honorable detention", and discussed the matter with the United States. In the end, no action was taken. With their main forces in eastern Bosnia, the Chetniks under Mihailović's personal command in the late months of 1944 continued to collaborate with Germans. Colonel Borota and vojvoda Jevđević maintained contacts with Germans for the whole group. In January 1945, Mihailović tried to regroup his forces on the Ozren heights, planning Muslim, Croatian and Slovenian units. His troops were, however, decimated and worn out, some selling their weapons and ammunition, or pillaging the local population. Đurišić joined Mihailović, with his own depleted forces, and found out that Mihailović had no plan. Đurišić went his own way, and was killed on 12 April in a battle with the Ustaše.
On 17 March 1945, Mihailović was visited in Bosnia by German emissary Stärker, who requested that Mihailović transmit to the Allied headquarters in Italy a secret German offer of capitulation. Mihailović transmitted the message, which was to be his last. Ljotić and several independent Chetnik leaders in Istria proposed the forming of a common anti-communist front in the north-western coast, which could be acceptable to the Western Allies. Mihailović was not in favour of such a heterogeneous gathering, but did not reject Ljotić's proposal entirely, since the littoral area would be a convenient place to meet the Western Allies, and to join Slovene anti-communists, while Germany's collapse might make an anti-communist alliance possible. He authorized the departure of all who wanted to go, but few Chetniks ultimately arrived on the coast, with many being decimated on their way by Ustaše, Partisans, sickness and hunger. On 13 April, Mihailović set out for northern Bosnia, on a 280 km-long march back to Serbia, aiming to start over a resistance movement, this time against the communists. His units were decimated by clashes with the Ustaše and Partisans, as well as dissension and typhus. On 10 May, they were attacked and defeated by the Yugoslav Army, the reorganized force of the Partisans, in battle of Zelengora. Mihailović managed to escape with 1,000–2,000 men, who gradually dispersed. Mihailović himself went into hiding in the mountains with a handful of men.
Capture, trial and execution
The Yugoslav authorities wanted to catch Mihailović alive in order to stage a full-scale trial. He was finally caught on 13 March 1946. The elaborate circumstances of his capture were kept secret for sixteen years. According to one version, Mihailović was approached by men who were supposedly British agents offering him help and an evacuation by aeroplane. After hesitating, he boarded the aeroplane, only to discover that it was a trap set up by the OZNA. Another version, proposed by the Yugoslav government, is that he was betrayed by Nikola Kalabić, who revealed his place of hiding in exchange for leniency.
The trial of Draža Mihailović opened on 10 June 1946. His co-defendants were other prominent figures of the Chetnik movement as well as members of the Yugoslav government-in-exile, such as Slobodan Jovanović, who were tried in absentia, but also members of ZBOR and of the Nedić regime. The main prosecutor was Miloš Minić, later Minister of Foreign Affairs in the Yugoslav government. The Allied airmen he had rescued in 1944 were not allowed to testify in his favour. Mihailović evaded several questions by accusing some of his subordinates of incompetence and disregard of his orders. The trial shows, according to Jozo Tomasevich, that he never had firm and full control over his local commanders. A Committee for the Fair Trial of General Mihailović was set up in the United States, but to no avail. Mihailović is quoted as saying, in his final statement, "I wanted much; I began much; but the gale of the world carried away me and my work."
Roberts considers that the trial was "anything but a model of justice" and that "it is clear that Mihailović was not guilty of all, or even many, of the charges brought against him" though Tito would probably not have had a fair trial either, had Mihailović prevailed. Mihailović was convicted of high treason and war crimes, and was executed on 17 July 1946. He was executed together with nine other officers in Lisičiji Potok, about 200 meters from the former Royal Palace. His body was reportedly covered with lime and the position of his unmarked grave was kept secret.
Rehabilitation
In March 2012, Vojislav Mihailović filed a request for his grandfather's rehabilitation in the high court. The announcement caused a negative reaction in Bosnia and Herzegovina, Croatia and Serbia alike. Željko Komšić, presidency member of Bosnia and Herzegovina, advocated the withdrawal of the Bosnian ambassador to Serbia if rehabilitation passes. Former Croatian President Ivo Josipović stated that the attempted rehabilitation is harmful for Serbia and contrary to historical facts. He elaborated that Mihailović "is a war criminal and Chetnikism is a quisling criminal movement". Croatian foreign minister Vesna Pusić commented that the rehabilitation will only cause suffering to Serbia. In Serbia, fourteen NGOs stated in an open letter that "the attempted rehabilitation of Draža Mihailović demeans the struggle of both the Serbians and all the other peoples of the former Yugoslavia against fascism". Members of the Women in Black protested in front of the higher court.
The High Court rehabilitated Draža Mihailović on 14 May 2015. This ruling reverses the judgment passed in 1946, sentencing Mihailović to death for collaboration with the occupying Nazi forces and stripping him of all his rights as a citizen. According to the ruling, the Communist regime staged a politically and ideologically motivated trial.
Family
In 1920, Mihailović married Jelica Branković; they had three children. One of his sons, Branko Mihailović, was a Communist sympathizer and later supported the Partisans. His daughter, Gordana Mihailović, also sided with the Partisans. She spent most of the war in Belgrade and, after the Partisans took the city, spoke on the radio to denounce her father as a traitor. While Mihailović was in prison, his children did not come to see him, and only his wife visited him. In 2005, Gordana Mihailović personally came to accept her father's posthumous award in the United States. Another son, Vojislav Mihailović, fought alongside his father and was killed in battle in May 1945. His grandson, Vojislav Mihailović (born 1951, named after his uncle) is a Serbian politician, member of the Serbian Renewal Movement and later of the Serbian Democratic Renewal Movement. He was the mayor of Belgrade for one year, from 1999 to 2000 and ran unsuccessfully in the 2000 Yugoslav presidential elections.
Legacy
Historians vary in their assessments of Mihailović. Tomasevich suggests one main cause of his defeat was his failure to grow professionally, politically or ideologically as his responsibilities increased, rendering him unable to face both the exceptional circumstances of the war and the complex situation of the Chetniks. Tomasevich also criticizes Mihailović's loss of the Allied support through Chetnik collaboration with the Axis, as well as his doctrine of "passive resistance" which was perceived as idleness, stating "of generalship in the general there was precious little." Pavlowitch also points to Mihailović's failure to grow and evolve during the conflict and describes him as a man "generally out of his depth". Roberts asserts that Mihailović's policies were "basically static", that he "gambled all in the faith of an Allied victory," and that ultimately he was unable to control the Chetniks, who, "although hostile to the Germans and the Italians ... allowed themselves to drift into a policy of accommodations with both in the face of what they considered the greatest danger."
Political views of Mihailović cover a wide range. After the war, Mihailović's wartime role was viewed in the light of his movement's collaboration, particularly in Yugoslavia where he was considered a collaborator convicted of high treason. Charles de Gaulle considered Mihailović a "pure hero" and always refused to have personal meetings with Tito, whom he considered as Mihailović's "murderer". During the war, Churchill believed intelligence reports had shown that Mihailović had engaged "... in active collaboration with the Germans". He observed that, under the pressure of German reprisals in 1941, Mihailović "drifted gradually into a posture where some of his commanders made accommodations with German and Italian troops to be left alone in certain mountain areas in return for doing little or nothing against the enemy", but concluded that "those who have triumphantly withstood such strains may brand his [Mihailović's] name, but history, more discriminating, should not erase it from the scroll of Serbian patriots." In the United States, due to the efforts of Major Richard L. Felman and his friends, President Truman, on the recommendation of Eisenhower, posthumously awarded Mihailović the Legion of Merit for the rescue of American airmen by the Chetniks. The award and the story of the rescue was classified secret by the State Department so as not to offend the Yugoslav government.
"The unparalleled rescue of over 500 American Airmen from capture by the Enemy Occupation Forces in Yugoslavia during World War II by General Dragoljub Mihailovich and his Chetnik Freedom Fighters for which this "Legion of Merit" medal was awarded by President Harry S. Truman, also represents a token of deep personal appreciation and respect by all those rescued American Airmen and their descendants, who will be forever grateful." (NATIONAL COMMITTEE OF AMERICAN AIRMEN RESCUED BY GENERAL MIHAILOVICH – 1985)
Generalfeldmarschall von Weichs, German commander-in-chief south east 1943–1945, in his interrogation statement in October 1945, wrote about Mihailović and his forces in section named "Groups Aiding Germany":
"MIHAILOVIC 's troops once fought against our occupation troops out of loyalty to their King. At the same time they fought against TITO, because of anti—Communist convictions. This two front war could not last long, particularly when British support favored TITO. Consequently MIHAILOVIC showed pro-German leanings. There were engagements during which Serbian Chetniks fought TITO alongside German troops. On the other hand, hostile Chetnik groups were known to attack German supply trains in order to replenish their own stocks."
"MIHAILOVIC liked to remain in the background, and leave such affairs up to his subordinates. He hoped to bide his time with this play of power until an Anglo—American landing would provide sufficient support against TITO. Germany welcomed his support, however temporary. Chetnik reconnaissance activities were valued highly by our commanders."
Almost sixty years after his death, on 29 March 2005, Mihailović's daughter, Gordana, was presented with the posthumous decoration by president George W. Bush. The decision was controversial; in Croatia Zoran Pusić, head of the Civil Committee for Human Rights, protested against the decision and stated that Mihailović was directly responsible for the war crimes committed by the Chetniks.
Amongst many Serbian emigres, Mihailović remains the Serbian hero par excellence as the American scholar Paul Hockenos wrote: "...to emigres loyal to the Mihailović movement, their larger-than-life 'Draža' was a resolute anti-fascist and Western-minded Anglophile who fought the Germans tooth-and-nail". Hockenos described the Chicago headquarters of the Serbian National Defense Council of America as being almost a shrine to Mihailović with photographs of him together with newspaper articles about him covering the walls. Hockenos wrote for the groups such as the National Defense Council, Mihailović is a symbol of Serbdom itself, being presented as a noble and successful guerrilla leader who was sadly betrayed by cynical Anglo-American leaders. Hockenos noted that Serb-American groups have argued that Serbia is a "natural ally" of the United States and the West in general as proved by Mihailović's wartime career and that for such groups Mihailović serves as a symbol of both Serbian virtue and victimhood. Hockenos noted that the historically inaccurate claim is often made by such groups that all Serbs supported the Chetniks, which serves as a way of projecting Mihailović's travails onto the entire Serb nation, which in turn is used to present the war as a collective national martyrdom at the hands of "genocidal peoples" such as the Germans, Croats and Bosnian Muslims. Hockenos stated after he interviewed various Serb-American leaders that he was struck by the way such individuals denied accounts of atrocities during the Bosnian war with the claim being made that because Mihailović fought the "genocidal peoples" in the 1940s that it was impossible for Serbs to commit atrocities in the 1990s.
With the breakup of Yugoslavia and the renewal of ethnic nationalism, the historical perception of Mihailović's collaboration has been challenged by parts of the public in Serbia and other ethnic Serb-populated regions of the former Yugoslavia. In the 1980s, political and economic problems within Yugoslavia undermined faith in the communist regime, and historians in Serbia began a re-evaluation of Serbian historiography and proposed the rehabilitation of Mihailović and the Chetniks. In the 1990s, during the Yugoslav Wars, several Serbian nationalist groups began calling themselves "Chetniks", while Serb paramilitaries often self-identified with them and were referred to as such. Vojislav Šešelj's Serbian Radical Party formed the White Eagles, a paramilitary group considered responsible for war crimes and ethnic cleansing, which identified with the Chetniks. Vuk Drašković's Serbian Renewal Movement was closely associated with the Serbian Guard, which was also associated with Chetniks and monarchism. Reunions of Chetnik survivors and nostalgics and of Mihailović admirers have been held in Serbia By the late 20th and early 21st century, Serbian history textbooks and academic works characterized Mihailović and the Chetniks as "fighters for a just cause", and Chetnik massacres of civilians and commission of war crimes were ignored or barely mentioned. In 2004, Mihailović was officially rehabilitated in Serbia by an act of the Serbian Parliament. In a 2009 survey carried out in Serbia, 34.44 percent of respondents favored annulling the 1946 verdict against Mihailović (in which he was found to be a traitor and Axis collaborator), 15.92 percent opposed, and 49.64 percent stated they did not know what to think.
The revised image of Mihailović is not shared in non-Serbian post-Yugoslav nations. In Croatia and Bosnia and Herzegovina analogies are drawn between war crimes committed during World War II and those of the Yugoslav Wars, and Mihailović is "seen as a war criminal responsible for ethnic cleansing and genocidal massacres." The differences were illustrated in 2004, when Serbian basketball player Milan Gurović, who has a tattoo of Mihailović on his left arm, was banned by the Croatian Ministry of the Interior Zlatko Mehun from traveling to Croatia for refusing to cover the tattoo, as its display was deemed equivalent to "provoking hatred or violence because of racial background, national identity or religious affiliation." Serbian press and politicians reacted to the ban with surprise and indignation, while in Croatia the decision was seen as "wise and a means of protecting the player himself against his own stupidity." In 2009, a Serb group based in Chicago offered a reward of $100,000.00 for help finding Mihailović's grave. A commission formed by the Serbian government began an investigation and in 2010 suggested Mihailović may have been interred at Ada Ciganlija.
Monuments to Draža Mihailović exist on Ravna Gora (1992), Ivanjica, Lapovo, Subjel, Udrulje near Višegrad, Petrovo and within cemeteries in North America. In Republika Srpska, streets and squares named after him are very common (East Sarajevo, Bijeljina, Ugljevik, Šekovići, etc.)
As of 2019, a street in Kragujevac is named after him. Several memorial plaques were placed on Ravna Gora, on one of them writes: "We'll never forget Čiča Draža - your children, your young Chetniks of Serbia"
See also
Operation Halyard
George Musulin
Operation Hydra (Yugoslavia)
Yugoslavia and the Allies
Notes
Citations
Footnotes
References
Further reading
Juce, Sinoc. Pjetlovi nad Tigrovima, Sanski Most, BiH: Begovic-Bosanska Krajina Press 2007
Martin, David. Ally Betrayed: The Uncensored Story of Tito and Mihailović. New York: Prentice-Hall, 1946.
Martin, David. Patriot or Traitor: The Case of General Mihailović: Proceedings and Report of the Commission of Inquiry of the Committee for a Fair Trial for Draja Mihailović. Hoover Archival Documentaries. Hoover Institution Publication, volume 191. Stanford, CA: Hoover Institution Press, Stanford University, 1978.
Pero Simić. Draža Mihailović – Na krstu sudbine – SRB Laguna 2013
Tucaković, Semso. Srpski zlocini nad Bosnjacima Muslimanima, 1941–1945. Sarajevo: El Kalem, 1995.
External links
1893 births
1946 deaths
People from Ivanjica
People from the Kingdom of Serbia
Eastern Orthodox Christians from Serbia
Members of the Serbian Orthodox Church
Government ministers of Yugoslavia
Serbian nationalists
World War II political leaders
Serbian military personnel of World War I
Serbian soldiers
Eastern Orthodoxy and far-right politics
Serbian anti-communists
Serbian irredentism
Serbian monarchists
Yugoslav monarchists
Royal Serbian Army soldiers
Chetnik personnel of World War II
Royal Yugoslav Army personnel of World War II
École Spéciale Militaire de Saint-Cyr alumni
Executed mass murderers
Executed military leaders
Executed Serbian collaborators with Nazi Germany
Serbian people convicted of war crimes
Genocide of Muslims and Croats in the Kingdom of Yugoslavia perpetrators
Chief Commanders of the Legion of Merit
Recipients of the Croix de Guerre (France)
Recipients of the Military Cross
Belgrade Trial executions
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https://en.wikipedia.org/wiki/Italians
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Italians
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Italians (, ) are a nation and ethnic group native to the Italian geographical region. Italians share a common culture, history, ancestry and usage of Italian language. Their predecessors differ regionally, but generally include native populations such as the Etruscans, the Rhaetians, the Ligurians, the Adriatic Veneti, and the Italic peoples, including the Latins, from which the Romans emerged and helped create and evolve the modern Italian identity. Foreign influences include the ancient Greeks in Magna Graecia, and the Phoenicians, who had a presence in Sicily and Sardinia, the Celts, who settled in parts of the north, the Germanics and the Slavs. Legally, Italian nationals are citizens of Italy, regardless of ancestry or nation of residence (in effect, however, Italian nationality is largely based on jus sanguinis) and may be distinguished from ethnic Italians in general or from people of Italian descent without Italian citizenship and ethnic Italians living in territories adjacent to the Italian peninsula without Italian citizenship. The Latin equivalent of the term Italian had been in use for natives of the geographical region since antiquity.
The majority of Italian nationals are native speakers of the country's official language, Italian, a Romance language of the Indo-European language family that evolved from the Vulgar Latin, or a variety thereof, that is regional Italian. However, many of them also speak a regional or minority language native to Italy, the existence of which predates the national language. Although there is disagreement on the total number, according to UNESCO, there are approximately 30 languages native to Italy, although many are often misleadingly referred to as "Italian dialects".
Since 2017, in addition to the approximately 55 million Italians in Italy (91% of the Italian national population), Italian-speaking autonomous groups are found in neighboring nations; about a half million are in Switzerland, as well as in France, the entire population of San Marino. In addition, there are also clusters of Italian speakers in the former Yugoslavia, primarily in Istria, located between in modern Croatia and Slovenia (see: Istrian Italians), and Dalmatia, located in present-day Croatia and Montenegro (see: Dalmatian Italians). Due to the wide-ranging diaspora following Italian unification in 1861, World War I and World War II, (with over 5 million Italian citizens that live outside of Italy) over 80 million people abroad claim full or partial Italian ancestry. This includes about 60% of Argentina's population (Italian Argentines), 44% of Uruguayans (Italian Uruguayans), 15% of Brazilians (Italian Brazilians, the largest Italian community outside Italy), more than 18 million Italian Americans, and people in other parts of Europe (e.g. Italians in Germany, Italians in France and Italians in the United Kingdom), the American Continent (such as Italian Venezuelans, Italian Canadians, Italian Colombians and Italians in Paraguay, among others), Australasia (Italian Australians and Italian New Zealanders), and to a lesser extent in the Middle East (Italians in the United Arab Emirates).
Italians have influenced and contributed to fields like arts and music, science, technology, fashion, cinema, cuisine, restaurants, sports, jurisprudence, banking and business. Furthermore, Italian people are generally known for their attachment to their locale, expressed in the form of either regionalism or municipalism.
Name
Hypotheses for the etymology of the Latin name "Italia" are numerous. One is that it was borrowed via Greek from the Oscan Víteliú 'land of calves' (cf. Lat vitulus "calf", Umb vitlo "calf"). Greek historian Dionysius of Halicarnassus states this account together with the legend that Italy was named after Italus, mentioned also by Aristotle and Thucydides.
The Latin term Italicus was used to describe "a man of Italy" as opposed to a provincial. For example, Pliny the Elder notably wrote in a letter Italicus es an provincialis? meaning "are you an Italian or a provincial?".
The adjective italianus, from which are derived the Italian (and also French and English) name of the Italians, is medieval and was used alternatively with Italicus during the early modern period.
After the fall of the Western Roman Empire, which was caused by the invasion of the Ostrogoths, the Kingdom of Italy was created. After the Lombard invasions, "Italia" was retained as the name for their kingdom, and for its successor kingdom within the Holy Roman Empire.
History
Due to historic demographic shifts in the Italian peninsula throughout history, its geographical position in the center of the Mediterranean Sea, as well as Italy's regional ethnic diversity since ancient times, modern Italians are genetically diverse. The Iron Age tribes of Italy are pre-Indo-European-speaking peoples, such as the Etruscans, Rhaetians, Camuni, Nuragics, Sicani, Elymians and the Ligures, and pre-Roman Indo-European-speaking peoples, like the Celts (Gauls and Lepontii) mainly in Northern Italy, and Iapygians, the Italic peoples throughout the peninsula (such as the Latino-Faliscans, the Osco-Umbrians, the Sicels and the Veneti), and a significant number of Greeks in Southern Italy (the so called "Magna Graecia"). Sicilians were also influenced by the Arabs, specially during the Emirate of Sicily.
Italians originate mostly from these primary elements and, like the rest of Romance-speaking Southern Europe, share a common Latin heritage and history. There are also elements like the Bronze and Iron Age Middle Eastern admixture, characterized by high frequencies of Iranian and Anatolian Neolithic ancestries, including several other ancient signatures derived ultimately from the Caucasus, with a lower incidence in Northern Italy compared to Central and Southern Italy. Ancient and Medieval North African admixture is also found in mainland Southern Italy and Sardinia, with the highest incidence being in Sicily. In their admixtures, Sicilians and Southern Italians are closest to modern Greeks (as the historical region of Magna Graecia, "Greater Greece", bears witness to), while Northern Italians are closest to the Spaniards and southern French.
Prehistory
Italians, like most Europeans, largely descend from three distinct lineages: Mesolithic hunter-gatherers, descended from populations associated with the Paleolithic Epigravettian culture; Neolithic Early European Farmers who migrated from Anatolia during the Neolithic Revolution 9,000 years ago; and Yamnaya Steppe pastoralists who expanded into Europe from the Pontic–Caspian steppe of Ukraine and southern Russia in the context of Indo-European migrations 5,000 years ago.
The earliest modern humans inhabiting Italy are believed to have been Paleolithic peoples that may have arrived in the Italian Peninsula as early as 35,000 to 40,000 years ago. Italy is believed to have been a major Ice Age refuge from which Paleolithic humans later colonized Europe.
The Neolithic colonization of Europe from Western Asia and the Middle East beginning around 10,000 years ago reached Italy, as most of the rest of the continent although, according to the demic diffusion model, its impact was most in the southern and eastern regions of the European continent.
Starting in the early Bronze Age, the first wave of migrations into Italy of Indo-European-speaking peoples occurred from Central Europe, with the appearance of the Bell Beaker culture. These were later (from the 14th century BC) followed by others that can be identified as Italo-Celts, with the appearance of the Celtic-speaking Canegrate culture and the Italic-speaking Proto-Villanovan culture, both deriving from the Proto-Italo-Celtic Urnfield culture. Recent DNA studies confirmed the arrival of Steppe-related ancestry in Northern Italy to at least 2000 BCE and in Central Italy by 1600 BCE, with this ancestry component increasing through time.
In the Iron Age and late Bronze Age, Celtic-speaking La Tène and Hallstatt cultures spread over a large part of Italy, with related archeological artifacts found as far south as Apulia. Italics occupied northeastern, southern and central Italy: the "West Italic" group (including the Latins) were the first wave. They had cremation burials and possessed advanced metallurgical techniques. Major tribes included the Latins and Falisci in Lazio; the Oenotrians and Italii in Calabria; the Ausones, Aurunci and Opici in Campania; and perhaps the Veneti in Veneto and the Sicels in Sicily. They were followed, and largely displaced by the East Italic (Osco-Umbrians) group.
Pre-Roman
By the beginning of the Iron Age the Etruscans emerged as the dominant civilization on the Italian peninsula. The Etruscans, whose primary home was in Etruria, expanded over a large part of Italy, covering a territory, at its greatest extent, of roughly what is now Tuscany, western Umbria, and northern Lazio, as well as what are now the Po Valley, Emilia-Romagna, south-eastern Lombardy, southern Veneto, and western Campania. On the origins of the Etruscans, the ancient authors report several hypotheses, one of which claims that the Etruscans come from the Aegean Sea. Modern archaeological and genetic research concluded that the Etruscans were autochthonous and they had a genetic profile similar to their Latin neighbors. Both Etruscans and Latins joined firmly the European cluster lacking recent admixture with Anatolia or the Eastern Mediterranean.
The Ligures are said to have been one of the oldest populations in Italy and Western Europe, possibly of Pre-Indo-European origin. According to Strabo they were not Celts, but later became influenced by the Celtic culture of their neighbours, and thus are sometimes referred to as Celticized Ligurians or Celto-Ligurians. Their language had affinities with both Italic (Latin and the Osco-Umbrian languages) and Celtic (Gaulish). They primarily inhabited the regions of Liguria, Piedmont, northern Tuscany, western Lombardy, western Emilia-Romagna and northern Sardinia, but are believed to have once occupied an even larger portion of ancient Italy as far south as Sicily. They were also settled in Corsica and in the Provence region along the southern coast of modern France.
During the Iron Age, prior to Roman rule, the peoples living in the area of modern Italy and the islands were:
Etruscans (Camunni, Lepontii, Raeti);
Sicani;
Elymians;
Ligures (Apuani, Bagienni, Briniates, Corsi, Friniates, Garuli, Hercates, Ilvates, Insubres, Orobii, Laevi, Lapicini, Marici, Statielli, Taurini);
Italics (Latins, Falisci, Marsi, Umbri, Volsci, Marrucini, Osci, Aurunci, Ausones, Campanians, Paeligni, Sabines, Bruttii, Frentani, Lucani, Samnites, Pentri, Caraceni, Caudini, Hirpini, Aequi, Fidenates, Hernici, Picentes, Vestini, Morgeti, Sicels, Veneti);
Iapygians (Messapians, Daunians, Peucetians);
Celts (Allobroges, Ausones, Boii, Carni, Cenomani, Ceutrones, Graioceli, Lepontii, Lingones, Segusini, Senones, Salassi, Veragri, Vertamocorii);
Greeks of Magna Graecia;
Sardinians (Nuragic tribes), in Sardinia;
Italy was, throughout the pre-Roman period, predominantly inhabited by Italic tribes who occupied the modern regions of Lazio, Umbria, Marche, Abruzzo, Molise, Campania, Basilicata, Calabria, Apulia and Sicily. Sicily, in addition to having an Italic population in the Sicels, also was inhabited by the Sicani and the Elymians, of uncertain origin. The Veneti, most often regarded as an Italic tribe, chiefly inhabited the Veneto, but extended as far east as Friuli-Venezia Giulia and Istria, and had colonies as far south as Lazio.
Beginning in the 8th century BC, Greeks arrived in Italy and founded cities along the coast of southern Italy and eastern Sicily, which became known as Magna Graecia ("Greater Greece"). The Greeks were frequently at war with the native Italic tribes, but nonetheless managed to Hellenize and assimilate a good portion of the indigenous population located along eastern Sicily and the Southern coasts of the Italian mainland. According to Beloch the number of Greek citizens in south Italy at its greatest extent reached only 80,000–90,000, while the local people subjected by the Greeks were between 400,000 and 600,000. By the 4th and 3rd century BC, Greek power in Italy was challenged and began to decline, and many Greeks were pushed out of peninsular Italy by the native Oscan, Brutti and Lucani tribes.
The Gauls crossed the Alps and invaded northern Italy in the 4th and 3rd centuries BC, settling in the area that became known as Cisalpine Gaul ("Gaul on this side of the Alps"). Although named after the Gauls, the region was mostly inhabited by indigenous tribes, namely the Ligures, Etruscans, Veneti and Euganei. Estimates by Beloch and Brunt suggest that in the 3rd century BC the Gaulish settlers of north Italy numbered between 130,000 and 140,000 out of a total population of about 1.4 million. The Northern half of Cisalpine Gaul was already inhabited by the Celtic Lepontii since the Bronze Age. Speaking about the Alpine region, the Greek historian Strabo, wrote:
According to Pliny and Livy, after the invasion of the Gauls, some of the Etruscans living in the Po Valley sought refuge in the Alps and became known as the Raeti. The Raeti inhabited the region of Trentino-Alto Adige, as well as eastern Switzerland and Tyrol in western Austria. The Ladins of north-eastern Italy and the Romansh people of Switzerland are said to be descended from the Raeti.
Roman times through Middle Ages
The Romans—who according to legend originally consisted of three ancient tribes: Latins, Sabines and Etruscans—would go on to conquer the whole Italian peninsula. During the Roman period hundreds of cities and colonies were established throughout Italy, including Florence, Turin, Como, Pavia, Padua, Verona, Vicenza, Trieste and many others. Initially many of these cities were colonized by Latins, but later also included colonists belonging to the other Italic tribes who had become Latinized and joined to Rome. After the Roman conquest of Italy "the whole of Italy had become Latinized".
After the Roman conquest of Cisalpine Gaul and the widespread confiscations of Gallic territory, some of the Gaulish population was either killed or expelled. Many colonies were established by the Romans in the former Gallic territory of Cisalpine Gaul, which was then settled by Roman and Italic people. These colonies included Bologna, Modena, Reggio Emilia, Parma, Piacenza, Cremona and Forlì. According to Strabo:
The Boii, the most powerful and numerous of the Gallic tribes, were expelled by the Romans after 191 BC and settled in Bohemia, while the Insubres still lived in Mediolanum in the 1st century BC.
Augustus created for the first time an administrative region called Italia with inhabitants called "Italicus populus", stretching from the Alps to Sicily: for this reason historians like Emilio Gentile called him Father of Italians.
Population movement and exchange among people from different regions was not uncommon during the Roman period. Latin colonies were founded at Ariminum in 268 and at Firmum in 264, while large numbers of Picentes, who previously inhabited the region, were moved to Paestum and settled along the river Silarus in Campania. Between 180 and 179 BC, 47,000 Ligures belonging to the Apuani tribe were removed from their home along the modern Ligurian-Tuscan border and deported to Samnium, an area corresponding to inland Campania, while Latin colonies were established in their place at Pisa, Lucca and Luni. Such population movements contributed to the rapid Romanization and Latinization of Italy.
A large Germanic confederation of Sciri, Heruli, Turcilingi and Rugians, led by Odoacer, invaded and settled Italy in 476. They were preceded by Alemanni, including 30,000 warriors with their families, who settled in the Po Valley in 371, and by Burgundians who settled between Northwestern Italy and Southern France in 443. The Germanic tribe of the Ostrogoths led by Theoderic the Great conquered Italy and presented themselves as upholders of Latin culture, mixing Roman culture together with Gothic culture, in order to legitimize their rule amongst Roman subjects who had a long-held belief in the superiority of Roman culture over foreign "barbarian" Germanic culture. Since Italy had a population of several million, the Goths did not constitute a significant addition to the local population. At the height of their power, there were several thousand Ostrogoths in a population of 6 or 7 million. Before them, Radagaisus led tens of thousands of Goths in Italy in 406, though figures may be too high as ancient sources routinely inflated the numbers of tribal invaders. After the Gothic War, which devastated the local population, the Ostrogoths were defeated. Nevertheless, according to Roman historian Procopius of Caesarea, the Ostrogothic population was allowed to live peacefully in Italy with their Rugian allies under Roman sovereignty.
But in the sixth century, another Germanic tribe known as the Longobards invaded Italy, which in the meantime had been reconquered by the East Roman or Byzantine Empire. The Longobards were a small minority compared to the roughly four million people in Italy at the time. They were later followed by the Bavarians and the Franks, who conquered and ruled most of Italy. Some groups of Slavs settled in parts of the northern Italian peninsula between the 7th and the 8th centuries, while Bulgars led by Alcek settled in Sepino, Bojano and Isernia. These Bulgars preserved their speech and identity until the late 8th century.
Following Roman rule, Sicily, Corsica and Sardinia were conquered by the Vandals, then by the Ostrogoths, and finally by the Byzantines. At one point, Sardinia grew increasingly autonomous from the Byzantine rule to the point of organizing itself into four sovereign Kingdoms, known as "Judicates", that would last until the Aragonese conquest in the 15th century. Corsica came under the influence of the Kingdom of the Lombards and later under the maritime Republics of Pisa and Genoa. In 687, Sicily became the Byzantine Theme of Sicily; during the course of the Arab–Byzantine wars, Sicily gradually became the Emirate of Sicily (831–1072). Later, a series of conflicts with the Normans would bring about the establishment of the County of Sicily, and eventually the Kingdom of Sicily. The Lombards of Sicily (not to be confused with the Longobards), coming from Northern Italy, settled in the central and eastern part of Sicily. After the marriage between the Norman Roger I of Sicily and Adelaide del Vasto, descendant of the Aleramici family, many Northern Italian colonisers (known collectively as Lombards) left their homeland, in the Aleramici's possessions in Piedmont and Liguria (then known as Lombardy), to settle on the island of Sicily.
Before them, other Lombards arrived in Sicily, with an expedition departed in 1038, led by the Byzantine commander George Maniakes, which for a very short time managed to snatch Messina and Syracuse from Arab rule. The Lombards who arrived with the Byzantines settled in Maniace, Randazzo and Troina, while a group of Genoese and other Lombards from Liguria settled in Caltagirone.
Renaissance to the modern era
From the 11th century on, Italian cities began to grow rapidly in independence and importance. They became centres of political life, banking, and foreign trade. Some became wealthy, and many, including Florence, Rome, Genoa, Milan, Pisa, Siena and Venice, grew into nearly independent city-states and maritime republics. Each had its own foreign policy and political life. They all resisted, with varying degrees of success, the efforts of noblemen, emperors, and larger foreign powers to control them.
By the 12th century, Swabian kings granted immigrants from northern Italy (particularly Piedmont, Lombardy and Liguria), Latium and Tuscany in central Italy, and French regions of Normandy, Provence and Brittany (all collectively known as Lombards.) settlement into Sicily, re-establishing the Latin element into the island, a legacy which can be seen in the many Gallo-Italic dialects and towns found in the interior and western parts of Sicily, brought by these settlers. It is believed that the Lombard immigrants in Sicily over a couple of centuries were a total of about 200,000. An estimated 20,000 Swabians and 40,000 Normans settled in the southern half of Italy during this period. Additional Tuscan migrants settled in Sicily after the Florentine conquest of Pisa in 1406.
The emergence of identifiable Italian dialects from Vulgar Latin, and as such the possibility of a specifically "Italian" ethnic identity, has no clear-cut date, but began in roughly the 12th century. Modern standard Italian derives from the written vernacular of Tuscan writers of the 12th century. The recognition of Italian vernaculars as literary languages in their own right began with De vulgari eloquentia, an essay written by Dante Alighieri at the beginning of the 14th century.
During the 14th and 15th centuries, some Italian city-states ranked among the most important powers of Europe. Venice, in particular, had become a major maritime power, and the city-states as a group acted as a conduit for goods from the Byzantine and Islamic empires. In this capacity, they provided great impetus to the developing Renaissance, began in Florence in the 14th century, and led to an unparalleled flourishing of the arts, literature, music, and science.
Substantial migrations of Lombards to Naples, Rome and Palermo, continued in the 16th and 17th centuries, driven by the constant overcrowding in the north. Beside that, minor but significant settlements of Slavs (the so-called Schiavoni) and Arbereshe in Italy have been recorded, while Scottish soldiers - the Garde Ecossaise - who served the French King, Francis I, settled in the mountains of Piedmont.
The geographical and cultural proximity with Southern Italy pushed Albanians to cross the Strait of Otranto, especially after Skanderbeg's death and the conquest of the Balkans by the Ottomans. In defense of the Christian religion and in search of soldiers loyal to the Spanish crown, Alfonso V of Aragon, also king of Naples, invited Arbereshe soldiers to move to Italy with their families. In return the king guaranteed to Albanians lots of land and a favourable taxation.
Arbereshe and Schiavoni were used to repopulate abandoned villages or villages whose population had died in earthquakes, plagues and other catastrophes. Albanian soldiers were also used to quell rebellions in Calabria. Slavic colonies were established in eastern Friuli, Sicily and Molise (Molise Croats).
Between the Late Middle Ages and the early modern period, there were several waves of immigration of Albanians into Italy, in addition to another in the 20th century. The descendants of these Albanian emigrants, many still retaining the Albanian language, the Arbëresh dialect, have survived throughout southern Italy, numbering about 260,000 people, with roughly 80,000 to 100,000 speaking the Albanian language.
Culture
Italy is considered one of the birthplaces of Western civilization and a cultural superpower. Italian culture is the culture of the Italians and is incredibly diverse spanning the entirety of the Italian peninsula and the islands of Sardinia and Sicily. Italy has been the starting point of phenomena of international impact such as the Roman Republic, Roman Empire, the Roman Catholic Church, the Maritime republics, Romanesque art, Scholasticism, the Renaissance, the Age of Discovery, Mannerism, the Scientific revolution, the Baroque, Neoclassicism, the Risorgimento, Fascism, and European integration.
Italy also became a seat of great formal learning in 1088 with the establishment of the University of Bologna, the oldest university in continuous operation, and the first university in the sense of a higher-learning and degree-awarding institute, as the word universitas was coined at its foundation. Many other Italian universities soon followed. For example, the Schola Medica Salernitana, in southern Italy, was the first medical school in Europe. These great centres of learning presaged the Rinascimento: the European Renaissance began in Italy and was fueled throughout Europe by Italian painters, sculptors, architects, scientists, literature masters and music composers. Italy continued its leading cultural role through the Baroque period and into the Romantic period, when its dominance in painting and sculpture diminished but the Italians re-established a strong presence in music.
Due to comparatively late national unification, and the historical autonomy of the regions that comprise the Italian peninsula, many traditions and customs of the Italians can be identified by their regions of origin. Despite the political and social isolation of these regions, Italy's contributions to the cultural and historical heritage of the Western world remain immense. Famous elements of Italian culture are its opera and music, its iconic gastronomy and food, which are commonly regarded as amongst the most popular in the world, its cinema (with filmmakers such as Federico Fellini, Michelangelo Antonioni, Mario Monicelli, Sergio Leone, etc.), its collections of priceless works of art and its fashion (Milan and Florence are regarded as some of the few fashion capitals of the world).
Traditions of Italy are sets of traditions, beliefs, values, and customs that belongs within the culture of Italian people. These traditions have influenced life in Italy for centuries, and are still practiced in modern times. Italian traditions are directly connected to Italy's ancestors, which says even more about Italian history. Folklore of Italy refers to the folklore and urban legends of Italy. Within the Italian territory, various peoples have followed one another over time, each of which has left its mark on current culture. Some tales also come from Christianization, especially those concerning demons, which are sometimes recognized by Christian demonology. Italian folklore also includes Italian folk dance, Italian folk music and folk heroes.
Italian cuisine is a Mediterranean cuisine consisting of the ingredients, recipes and cooking techniques developed across the Italian Peninsula since antiquity, and later spread around the world together with waves of Italian diaspora. Italian cuisine includes deeply rooted traditions common to the whole country, as well as all the regional gastronomies, different from each other, especially between the north, the centre and the south of Italy, which are in continuous exchange. Many dishes that were once regional have proliferated with variations throughout the country. Italian cuisine offers an abundance of taste, and has influenced several other cuisines around the world, chiefly that of the United States. The most popular dishes and recipes, over the centuries, have often been created by ordinary people more so than by chefs, which is why many Italian recipes are suitable for home and daily cooking, respecting regional specificities, privileging only raw materials and ingredients from the region of origin of the dish and preserving its seasonality.
Philosophy
Over the ages, Italian literature had a vast influence on Western philosophy, beginning with the Greeks and Romans, and going onto Renaissance, The Enlightenment and modern philosophy.
Italian Medieval philosophy was mainly Christian, and included several important philosophers and theologians such as St Thomas Aquinas. Aquinas was the student of Albert the Great, a brilliant Dominican experimentalist, much like the Franciscan, Roger Bacon of Oxford in the 13th century. Aquinas reintroduced Aristotelian philosophy to Christianity. He believed that there was no contradiction between faith and secular reason. He believed that Aristotle had achieved the pinnacle in the human striving for truth and thus adopted Aristotle's philosophy as a framework in constructing his theological and philosophical outlook. He was a professor at the prestigious University of Paris.
Italy was also affected by the Enlightenment, a movement which was a consequence of the Renaissance and changed the road of Italian philosophy. Followers of the group often met to discuss in private salons and coffeehouses, notably in the cities of Milan, Rome and Venice. Cities with important universities such as Padua, Bologna and Naples, however, also remained great centres of scholarship and the intellect, with several philosophers such as Giambattista Vico (1668–1744) (who is widely regarded as being the founder of modern Italian philosophy) and Antonio Genovesi. Italian society also dramatically changed during the Enlightenment, with rulers such as Leopold II of Tuscany abolishing the death penalty. The church's power was significantly reduced, and it was a period of great thought and invention, with scientists such as Alessandro Volta and Luigi Galvani discovering new things and greatly contributing to Western science. Cesare Beccaria was also one of the greatest Italian Enlightenment writers and is now considered one of the fathers of classical criminal theory as well as modern penology. Beccaria is famous for his masterpiece On Crimes and Punishments (1764), a treatise (later translated into 22 languages) that served as one of the earliest prominent condemnations of torture and the death penalty and thus a landmark work in anti-death penalty philosophy.
Some of the most prominent philosophies and ideologies in Italy during the late 19th and 20th centuries include anarchism, communism, socialism, futurism, fascism, and Christian democracy. Antonio Rosmini, instead, was the founder of Italian idealism. Both futurism and fascism (in its original form, now often distinguished as Italian fascism) were developed in Italy at this time. From the 1920s to the 1940s, Italian Fascism was the official philosophy and ideology of the Italian government led by Benito Mussolini. Giovanni Gentile was one of the most significant 20th-century Idealist/Fascist philosophers. Meanwhile, anarchism, communism, and socialism, though not originating in Italy, took significant hold in Italy during the early 20th century, with the country producing numerous significant Italian anarchists, socialists, and communists. In addition, anarcho-communism first fully formed into its modern strain within the Italian section of the First International. Antonio Gramsci remains an important philosopher within Marxist and communist theory, credited with creating the theory of cultural hegemony.
Early Italian feminists include Sibilla Aleramo, Alaide Gualberta Beccari, and Anna Maria Mozzoni, though proto-feminist philosophies had previously been touched upon by earlier Italian writers such as Christine de Pizan, Moderata Fonte, and Lucrezia Marinella. Italian physician and educator Maria Montessori is credited with the creation of the philosophy of education that bears her name, an educational philosophy now practiced throughout the world. Giuseppe Peano was one of the founders of analytic philosophy and contemporary philosophy of mathematics. Recent analytic philosophers include Carlo Penco, Gloria Origgi, Pieranna Garavaso and Luciano Floridi.
Literature
Formal Latin literature began in 240 BC, when the first stage play was performed in Rome. Latin literature was, and still is, highly influential in the world, with numerous writers, poets, philosophers, and historians, such as Pliny the Elder, Pliny the Younger, Virgil, Horace, Propertius, Ovid and Livy. The Romans were also famous for their oral tradition, poetry, drama and epigrams. In early years of the 13th century, St. Francis of Assisi was considered the first Italian poet by literary critics, with his religious song Canticle of the Sun.
Italian literature may be unearthed back to the Middle Ages, with the most significant poets of the period being Dante Alighieri, Petrarch, and Giovanni Boccaccio. During the Renaissance, humanists such as Leonardo Bruni, Coluccio Salutati and Niccolò Machiavelli were great collectors of antique manuscripts. Many worked for the organized Church and were in holy orders (like Petrarch), while others were lawyers and chancellors of Italian cities, like Petrarch's disciple, Salutati, the Chancellor of Florence, and thus had access to book copying workshops.
In the 18th century, the political condition of the Italian states began to improve, and philosophers disseminated their writings and ideas throughout Europe during the Age of Enlightenment. Apostolo Zeno and Metastasio are two of the notable figures of the age. Carlo Goldoni, a Venetian playwright and librettist, created the comedy of character. The leading figure of the 18th-century Italian literary revival was Giuseppe Parini.
One of the most remarkable poets of the early 19th and 20th century writers was Giacomo Leopardi, who is widely acknowledged to be one of the most radical and challenging thinkers of the 19th century. The main instigator of the reform was the Italian poet and novelist Alessandro Manzoni, notable for being the author of the historical novel I promessi sposi (The Betrothed, 1827–1842). Italo Svevo, the author of La coscienza di Zeno (1923), and Luigi Pirandello (winner of the 1934 Nobel Prize in Literature), who explored the shifting nature of reality in his prose fiction and such plays as Sei personaggi in cerca d'autore (Six Characters in Search of an Author, 1921). Federigo Tozzi and Giuseppe Ungaretti were well-known novelists, critically appreciated only in recent years, and regarded one of the forerunners of existentialism in the European novel.
Modern literary figures and Nobel laureates are Gabriele D'Annunzio from 1889 to 1910, nationalist poet Giosuè Carducci in 1906, realist writer Grazia Deledda in 1926, modern theatre author Luigi Pirandello in 1936, short stories writer Italo Calvino in 1960, poets Salvatore Quasimodo in 1959 and Eugenio Montale in 1975, Umberto Eco in 1980, and satirist and theatre author Dario Fo in 1997.
Theatre
Italian theatre originates from the Middle Ages, with its background dating back to the times of the ancient Greek colonies of Magna Graecia, in Southern Italy, the theatre of the Italic peoples and the theatre of ancient Rome. It can therefore be assumed that there were two main lines of which the ancient Italian theatre developed in the Middle Ages. The first, consisting of the dramatization of Catholic liturgies and of which more documentation is retained, and the second, formed by pagan forms of spectacle such as the staging for city festivals, the court preparations of the jesters and the songs of the troubadours. The Renaissance theatre marked the beginning of the modern theatre due to the rediscovery and study of the classics, the ancient theatrical texts were recovered and translated, which were soon staged at the court and in the curtensi halls, and then moved to real theatre. In this way the idea of theatre came close to that of today: a performance in a designated place in which the public participates. In the late 15th century two cities were important centers for the rediscovery and renewal of theatrical art: Ferrara and Rome. The first, vital center of art in the second half of the fifteenth century, saw the staging of some of the most famous Latin works by Plautus, rigorously translated into Italian.
During the 16th century and on into the 18th century, Commedia dell'arte was a form of improvisational theatre, and it is still performed today. Travelling troupes of players would set up an outdoor stage and provide amusement in the form of juggling, acrobatics and, more typically, humorous plays based on a repertoire of established characters with a rough storyline, called canovaccio. Plays did not originate from written drama but from scenarios called lazzi, which were loose frameworks that provided the situations, complications, and outcome of the action, around which the actors would improvise. The characters of the commedia usually represent fixed social types and stock characters, each of which has a distinct costume, such as foolish old men, devious servants, or military officers full of false bravado. The main categories of these characters include servants, old men, lovers, and captains.
The Ballet dance genre also originated in Italy. It began during the Italian Renaissance court as an outgrowth of court pageantry, where aristocratic weddings were lavish celebrations. Court musicians and dancers collaborated to provide elaborate entertainment for them. At first, ballets were woven in to the midst of an opera to allow the audience a moment of relief from the dramatic intensity. By the mid-seventeenth century, Italian ballets in their entirety were performed in between the acts of an opera. Over time, Italian ballets became part of theatrical life: ballet companies in Italy's major opera houses employed an average of four to twelve dancers; in 1815 many companies employed anywhere from eighty to one hundred dancers.
Noteworthy Italian theater actors and playwrights are Jacopone da Todi, Angelo Beolco, Isabella Andreini, Carlo Goldoni, Eduardo Scarpetta, Ettore Petrolini
Eleonora Duse, Eduardo De Filippo, Carmelo Bene and Giorgio Strehler.
Cuisine
Italian cuisine is a Mediterranean cuisine consisting of the ingredients, recipes and cooking techniques developed across the Italian Peninsula since antiquity, and later spread around the world together with waves of Italian diaspora. Italian cuisine includes deeply rooted traditions common to the whole country, as well as all the regional gastronomies, different from each other, especially between the north, the centre and the south of Italy, which are in continuous exchange. Many dishes that were once regional have proliferated with variations throughout the country. Italian cuisine offers an abundance of taste, and has influenced several other cuisines around the world, chiefly that of the United States. Italian cuisine has developed through centuries of social and political changes, it has its roots in ancient Rome.
One of the main characteristics of Italian cuisine is its simplicity, with many dishes made up of few ingredients, and therefore Italian cooks often rely on the quality of the ingredients, rather than the complexity of preparation. The most popular dishes and recipes, over the centuries, have often been created by ordinary people more so than by chefs, which is why many Italian recipes are suitable for home and daily cooking, respecting regional specificities, privileging only raw materials and ingredients from the region of origin of the dish and preserving its seasonality.
Noteworthy Italian chefs are Bartolomeo Scappi, Gualtiero Marchesi, Lidia Bastianich, Antonio Carluccio, Cesare Casella, Carlo Cracco, Antonino Cannavacciuolo, Gino D'Acampo, Gianfranco Chiarini, Massimiliano Alajmo, Massimo Bottura and Bruno Barbieri.
Visual art
The history of Italian visual arts is significant to the history of Western painting. Roman art was influenced by Greece and can in part be taken as a descendant of ancient Greek painting. Roman painting does have its own unique characteristics. The only surviving Roman paintings are wall paintings, many from villas in Campania, in Southern Italy. Such paintings can be grouped into four main "styles" or periods and may contain the first examples of trompe-l'œil, pseudo-perspective, and pure landscape.
Panel painting becomes more common during the Romanesque period, under the heavy influence of Byzantine icons. Towards the middle of the 13th century, Medieval art and Gothic painting became more realistic, with the beginnings of interest in the depiction of volume and perspective in Italy with Cimabue and then his pupil Giotto. From Giotto onwards, the treatment of composition in painting became much more free and innovative.
The Italian Renaissance is said by many to be the golden age of painting; roughly spanning the 14th through the mid-17th centuries with a significant influence also out of the borders of modern Italy. In Italy artists like Paolo Uccello, Fra Angelico, Masaccio, Piero della Francesca, Andrea Mantegna, Filippo Lippi, Giorgione, Tintoretto, Sandro Botticelli, Leonardo da Vinci, Michelangelo, Raphael, Giovanni Bellini, and Titian took painting to a higher level through the use of perspective, the study of human anatomy and proportion, and through their development of refined drawing and painting techniques. Michelangelo was active as a sculptor from about 1500 to 1520; works include his David, Pietà, Moses. Other Renaissance sculptors include Lorenzo Ghiberti, Luca Della Robbia, Donatello, Filippo Brunelleschi and Andrea del Verrocchio.
In the 15th and 16th centuries, the High Renaissance gave rise to a stylised art known as Mannerism. In place of the balanced compositions and rational approach to perspective that characterised art at the dawn of the 16th century, the Mannerists sought instability, artifice, and doubt. The unperturbed faces and gestures of Piero della Francesca and the calm Virgins of Raphael are replaced by the troubled expressions of Pontormo and the emotional intensity of El Greco.
In the 17th century, among the greatest painters of Italian Baroque are Caravaggio, Annibale Carracci, Artemisia Gentileschi, Mattia Preti, Carlo Saraceni and Bartolomeo Manfredi. Subsequently, in the 18th century, Italian Rococo was mainly inspired by French Rococo, since France was the founding nation of that particular style, with artists such as Giovanni Battista Tiepolo and Canaletto. Italian Neoclassical sculpture focused, with Antonio Canova's nudes, on the idealist aspect of the movement.
In the 19th century, major Italian Romantic painters were Francesco Hayez, Giuseppe Bezzuoli and Francesco Podesti. Impressionism was brought from France to Italy by the Macchiaioli, led by Giovanni Fattori, and Giovanni Boldini; Realism by Gioacchino Toma and Giuseppe Pellizza da Volpedo. In the 20th century, with Futurism, primarily through the works of Umberto Boccioni and Giacomo Balla, Italy rose again as a seminal country for artistic evolution in painting and sculpture. Futurism was succeeded by the metaphysical paintings of Giorgio de Chirico, who exerted a strong influence on the Surrealists and generations of artists to follow like Bruno Caruso and Renato Guttuso.
Architecture
Italians are known for their significant architectural achievements, such as the construction of arches, domes and similar structures during ancient Rome, the founding of the Renaissance architectural movement in the late-14th to 16th centuries, and being the homeland of Palladianism, a style of construction which inspired movements such as that of Neoclassical architecture, and influenced the designs which noblemen built their country houses all over the world, notably in the UK, Australia and the US during the late 17th to early 20th centuries. Several of the finest works in Western architecture, such as the Colosseum, the Milan Cathedral and Florence cathedral, the Leaning Tower of Pisa and the building designs of Venice are found in Italy.
Italian architecture has also widely influenced the architecture of the world. British architect Inigo Jones, inspired by the designs of Italian buildings and cities, brought back the ideas of Italian Renaissance architecture to 17th-century England, being inspired by Andrea Palladio. Additionally, Italianate architecture, popular abroad since the 19th century, was used to describe foreign architecture which was built in an Italian style, especially modelled on Renaissance architecture.
Italian modern and contemporary architecture refers to architecture in Italy during 20th and 21st centuries. During the Fascist period the so-called "Novecento movement" flourished, with figures such as Gio Ponti, Peter Aschieri, Giovanni Muzio. This movement was based on the rediscovery of imperial Rome. Marcello Piacentini, who was responsible for the urban transformations of several cities in Italy, and remembered for the disputed Via della Conciliazione in Rome, devised a form of "simplified Neoclassicism".
The fascist architecture (shown perfectly in the EUR buildings) was followed by the Neoliberty style (seen in earlier works of Vittorio Gregotti) and Brutalist architecture (Torre Velasca in Milan group BBPR, a residential building via Piagentina in Florence, Leonardo Savioli and works by Giancarlo De Carlo).
Music
From folk music to classical, music has always played an important role in Italian culture. Instruments associated with classical music, including the piano and violin, were invented in Italy, and many of the prevailing classical music forms, such as the symphony, concerto, and sonata, can trace their roots back to innovations of 16th- and 17th-century Italian music.
Italians invented many of the musical instruments, including the piano and violin.
Most notable Italians composers include the Giovanni Pierluigi da Palestrina, Claudio Monteverdi, the Baroque composers Scarlatti, Corelli and Vivaldi, the Classical composers Paganini and Rossini, and the Romantic composers Verdi and Puccini, whose operas, including La bohème, Tosca, Madama Butterfly, and Turandot, are among the most frequently worldwide performed in the standard repertoire. Modern Italian composers such as Berio and Nono proved significant in the development of experimental and electronic music. While the classical music tradition still holds strong in Italy, as evidenced by the fame of its innumerable opera houses, such as La Scala of Milan and San Carlo of Naples, and performers such as the pianist Maurizio Pollini and the late tenor Luciano Pavarotti, Italians have been no less appreciative of their thriving contemporary music scene.
Italians are amply known as the mothers of opera. Italian opera was believed to have been founded in the early 17th century, in Italian cities such as Mantua and Venice. Later, works and pieces composed by native Italian composers of the 19th and early 20th centuries, such as Rossini, Bellini, Donizetti, Verdi and Puccini, are among the most famous operas ever written and today are performed in opera houses across the world. La Scala operahouse in Milan is also renowned as one of the best in the world. Famous Italian opera singers include Enrico Caruso and Alessandro Bonci.
Introduced in the early 1920s, jazz took a particularly strong foothold among Italians, and remained popular despite the xenophobic cultural policies of the Fascist regime. Today, the most notable centres of jazz music in Italy include Milan, Rome, and Sicily. Later, Italy was at the forefront of the progressive rock movement of the 1970s, with bands like PFM and Goblin. Italy was also an important country in the development of disco and electronic music, with Italo disco, known for its futuristic sound and prominent usage of synthesizers and drum machines, being one of the earliest electronic dance genres, as well as European forms of disco aside from Euro disco (which later went on to influence several genres such as Eurodance and Nu-disco).
Producers and songwriters such as Giorgio Moroder, who won three Academy Awards for his music, were highly influential in the development of EDM (electronic dance music). Today, Italian pop music is represented annually with the Sanremo Music Festival, which served as inspiration for the Eurovision song contest, and the Festival of Two Worlds in Spoleto. Singers such as pop diva Mina, classical crossover artist Andrea Bocelli, Grammy winner Laura Pausini, and European chart-topper Eros Ramazzotti have attained international acclaim.
Cinema
Since the development of the Italian film industry in the early 1900s, Italian filmmakers and performers have, at times, experienced both domestic and international success, and have influenced film movements throughout the world. The history of Italian cinema began a few months after the Lumière brothers began motion picture exhibitions. The first Italian director is considered to be Vittorio Calcina, a collaborator of the Lumière Brothers, who filmed Pope Leo XIII in 1896. In the 1910s the Italian film industry developed rapidly. Cabiria, a 1914 Italian epic film directed by Giovanni Pastrone, is considered the most famous Italian silent film. It was also the first film in history to be shown in the White House. The oldest European avant-garde cinema movement, Italian futurism, took place in the late 1910s.
After a period of decline in the 1920s, the Italian film industry was revitalized in the 1930s with the arrival of sound film. A popular Italian genre during this period, the Telefoni Bianchi, consisted of comedies with glamorous backgrounds. Calligrafismo was instead in a sharp contrast to Telefoni Bianchi-American style comedies and is rather artistic, highly formalistic, expressive in complexity and deals mainly with contemporary literary material.
A new era took place at the end of World War II, with the Italian film that was widely recognised and exported until an artistic decline around the 1980s. Notable Italian film directors from this period include Vittorio De Sica, Federico Fellini, Sergio Leone, Pier Paolo Pasolini, Luchino Visconti, Michelangelo Antonioni, Dussio Tessari and Roberto Rossellini; some of these are recognised among the greatest and most influential filmmakers of all time. Movies include world cinema treasures such as Bicycle Thieves, La dolce vita, 8½, The Good, the Bad and the Ugly, and Once Upon a Time in the West. The mid-1940s to the early 1950s was the heyday of neorealist films, reflecting the poor condition of post-war Italy. Actresses such as Sophia Loren, Giulietta Masina and Gina Lollobrigida achieved international stardom during this period.
Since the early 1960s they also popularized a large number of genres and subgenres, such as Peplum, Macaroni Combat, Musicarello, Poliziotteschi and Commedia sexy all'italiana. The Spaghetti Western achieved popularity in the mid-1960s, peaking with Sergio Leone's Dollars Trilogy, which featured enigmatic scores by composer Ennio Morricone. Erotic Italian thrillers, or Giallos, produced by directors such as Mario Bava and Dario Argento in the 1970s, influenced the horror genre worldwide. In recent years, directors such as Ermanno Olmi, Bernardo Bertolucci, Giuseppe Tornatore, Gabriele Salvatores, Roberto Benigni, Matteo Garrone, Paolo Sorrentino and Luca Guadagnino brought critical acclaim back to Italian cinema.
The Venice International Film Festival, awarding the "Golden Lion" and held annually since 1932, is the oldest film festival in the world and one of the "Big Three" alongside Cannes and Berlin. The country is also famed for its prestigious David di Donatello. Italy is the most awarded country at the Academy Awards for Best Foreign Language Film, with 14 awards won, 3 Special Awards and 28 nominations. , Italian films have also won 12 Palmes d'Or (the second-most of any country), 11 Golden Lions and 7 Golden Bears. The list of the 100 Italian films to be saved was created with the aim to report "100 films that have changed the collective memory of the country between 1942 and 1978".
Fashion and design
Italian fashion has a long tradition. Milan, Florence and Rome are Italy's main fashion capitals. According to Top Global Fashion Capital Rankings 2013 by Global Language Monitor, Rome ranked sixth worldwide when Milan was twelfth. Previously, in 2009, Milan was declared as the "fashion capital of the world" by Global Language Monitor itself. Currently, Milan and Rome, annually compete with other major international centres, such as Paris, New York, London, and Tokyo.
The Italian fashion industry is one of the country's most important manufacturing sectors. The majority of the older Italian couturiers are based in Rome. However, Milan is seen as the fashion capital of Italy because many well-known designers are based there and it is the venue for the Italian designer collections. Major Italian fashion labels, such as Gucci, Armani, Prada, Versace, Valentino, Dolce & Gabbana, Missoni, Fendi, Moschino, Max Mara, Trussardi, Benetton, and Ferragamo, to name a few, are regarded as among the finest fashion houses in the world.
Accessory and jewelry labels, such as Bulgari, Luxottica, Buccellati have been founded in Italy and are internationally acclaimed, and Luxottica is the world's largest eyewear company. Also, the fashion magazine Vogue Italia, is considered one of the most prestigious fashion magazines in the world. The talent of young, creative fashion is also promoted, as in the ITS young fashion designer competition in Trieste.
Italy is also prominent in the field of design, notably interior design, architectural design, industrial design, and urban design. The country has produced some well-known furniture designers, such as Gio Ponti and Ettore Sottsass, and Italian phrases such as Bel Disegno and Linea Italiana have entered the vocabulary of furniture design. Examples of classic pieces of Italian white goods and pieces of furniture include Zanussi's washing machines and fridges, the "New Tone" sofas by Atrium, and the post-modern bookcase by Ettore Sottsass, inspired by Bob Dylan's song "Stuck Inside of Mobile with the Memphis Blues Again".
Italy is recognized as being a worldwide trendsetter and leader in design. Italy today still exerts a vast influence on urban design, industrial design, interior design, and fashion design worldwide. Today, Milan and Turin are the nation's leaders in architectural design and industrial design. The city of Milan hosts the FieraMilano, Europe's biggest design fair. Milan also hosts major design and architecture-related events and venues, such as the Fuori Salone and the Salone del Mobile, and has been home to the designers Bruno Munari, Lucio Fontana, Enrico Castellani, and Piero Manzoni.
Notable Italian fashion designers are Guccio Gucci, Salvatore Ferragamo, Giorgio Armani, Gianni Versace, Valentino, Ottavio Missoni, Nicola Trussardi, Mariuccia Mandelli, Rocco Barocco, Roberto Cavalli, Renato Balestra, Laura Biagiotti, Stefano Gabbana and Domenico Dolce.
Nobel Prizes
Italian surnames
Most of Italy's surnames (cognomi), with the exception of a few areas marked by linguistic minorities, derive from Italian and arose from an individual's peculiar (physical, etc.) qualities (e.g. Rossi, Bianchi, Quattrocchi, Mancini, Grasso, etc.), occupation (Ferrari, Auditore, Sartori, Tagliabue, etc.), relation of fatherhood or lack thereof (De Pretis, Orfanelli, Esposito, Trovato, etc.), and geographic location (Padovano, Pisano, Leccese, Lucchese, etc.). Some of them also indicate a remote foreign origin (Greco, Tedesco, Moro, Albanese, etc.).
Italian diaspora
Italian migration outside Italy took place, in different migrating cycles, for centuries. A diaspora in high numbers took place after Italy's unification in 1861 and continued through 1914 with the beginning of the First World War. This rapid outflow and migration of Italian people across the globe can be attributed to factors such as the internal economic slump that emerged alongside Italy's unification, family, and the industrial boom that occurred in the world surrounding Italy.
Italy after its unification did not seek nationalism but sought work instead. However, a unified state did not automatically constitute a sound economy. The global economic expansion, ranging from Britain's Industrial Revolution in the late 18th and through mid 19th century, to the use of slave labor in the Americas did not hit Italy until much later (with the exception of the "industrial triangle" between Milan, Genoa and Turin) This lag resulted in a deficit of work available in Italy and the need to look for work elsewhere. The mass industrialization and urbanization globally resulted in higher labor mobility and the need for Italians to stay anchored to the land for economic support declined.
Moreover, better opportunities for work were not the only incentive to move; family played a major role and the dispersion of Italians globally. Italians were more likely to migrate to countries where they had family established beforehand. These ties are shown to be stronger in many cases than the monetary incentive for migration, taking into account a familial base and possibly an Italian migrant community, greater connections to find opportunities for work, housing etc. Thus, thousands of Italian men and women left Italy and dispersed around the world and this trend only increased as the First World War approached.
Notably, it was not as if Italians had never migrated before; internal migration between North and Southern Italy before unification was common. Northern Italy caught on to industrialization sooner than Southern Italy, therefore it was considered more modern technologically, and tended to be inhabited by the bourgeoisie. Alternatively, rural and agro-intensive Southern Italy was seen as economically backward and was mainly populated by lower class peasantry. Given these disparities, prior to unification (and arguably after) the two sections of Italy, North and South were essentially seen by Italians and other nations as separate countries. So, migrating from one part of Italy to next could be seen as though they were indeed migrating to another country or even continent.
Furthermore, large-scale migrations phenomena did not recede until the late 1920s, well into the Fascist regime, and a subsequent wave can be observed after the end of the Second World War. Another wave is currently happening due to the ongoing debt crisis.
Over 80 million people of full or part Italian descent live outside Europe, with about 50 million living in South America (mostly in Brazil, which has the largest number of Italian descendants outside Italy, and Argentina, where over 62.5% of the population have at least one Italian ancestor), about 23 million living in North America (United States and Canada) and 1 million in Oceania (Australia and New Zealand). Others live in other parts of Europe (primarily the United Kingdom, Germany, France and Switzerland).
A historical Italian community has also existed in Gibraltar since the 16th century. To a lesser extent, people of full or partial Italian descent are also found in Africa (most notably in the former Italian colonies of Eritrea, which has 100,000 descendants, Somalia, Libya, Ethiopia, and in others countries such as South Africa, with 77,400 descendants, Tunisia and Egypt), in the Middle East (in recent years the United Arab Emirates has maintained a desirable destination for Italian immigrants, with currently 10,000 Italian immigrants), and Asia (Singapore is home to a sizeable Italian community).
Regarding the diaspora, there are many individuals of Italian descent who are possibly eligible for Italian citizenship by method of jus sanguinis, which is from the Latin meaning "by blood". However, just having Italian ancestry is not enough to qualify for Italian citizenship. To qualify, one must have at least one Italian-born citizen ancestor who, after emigrating from Italy to another country, had passed citizenship onto their children before they naturalized as citizens of their newly adopted country. The Italian government does not have a rule regarding on how many generations born outside of Italy can claim Italian nationality.
Geographic distribution of Italian speakers
The majority of Italian nationals are native speakers of the country's official language, Italian, or a variety thereof, that is regional Italian. However, many of them also speak a regional or minority language native to Italy, the existence of which predates the national language. Although there is disagreement on the total number, according to UNESCO, there are approximately 30 languages native to Italy, although many are often misleadingly referred to as "Italian dialects".
Italian is an official language of Italy and San Marino and is spoken fluently by the majority of the countries' populations. Italian is the third most spoken language in Switzerland (after German and French; see Swiss Italian), though its use there has moderately declined since the 1970s. It is official both on the national level and on regional level in two cantons: Ticino and Grisons. In the latter canton, however, it is only spoken by a small minority, in the Italian Grisons. Ticino, which includes Lugano, the largest Italian-speaking city outside Italy, is the only canton where Italian is predominant. Italian is also used in administration and official documents in Vatican City.
Italian is also spoken by a minority in Monaco and France, especially in the southeastern part of the country. Italian was the official language in Savoy and in Nice until 1860, when they were both annexed by France under the Treaty of Turin, a development that triggered the "Niçard exodus", or the emigration of a quarter of the Niçard Italians to Italy, and the Niçard Vespers. Italian was the official language of Corsica until 1859. Italian is generally understood in Corsica by the population resident therein who speak Corsican, which is an Italo-Romance idiom similar to Tuscan. Italian was the official language in Monaco until 1860, when it was replaced by the French. This was due to the annexation of the surrounding County of Nice to France following the Treaty of Turin (1860).
It formerly had official status in Montenegro (because of the Venetian Albania), parts of Slovenia and Croatia (because of the Venetian Istria and Venetian Dalmatia), parts of Greece (because of the Venetian rule in the Ionian Islands and by the Kingdom of Italy in the Dodecanese). Italian is widely spoken in Malta, where nearly two-thirds of the population can speak it fluently. Italian served as Malta's official language until 1934, when it was abolished by the British colonial administration amid strong local opposition. Italian language in Slovenia is an officially recognized minority language in the country. The official census, carried out in 2002, reported 2,258 ethnic Italians (Istrian Italians) in Slovenia (0.11% of the total population). Italian language in Croatia is an official minority language in the country, with many schools and public announcements published in both languages. The 2001 census in Croatia reported 19,636 ethnic Italians (Istrian Italians and Dalmatian Italians) in the country (some 0.42% of the total population). Their numbers dropped dramatically after World War II following the Istrian–Dalmatian exodus, which caused the emigration of between 230,000 and 350,000 Istrian Italians and Dalmatian Italians. Italian was the official language of the Republic of Ragusa from 1492 to 1807.
It formerly had official status in Albania due to the annexation of the country to the Kingdom of Italy (1939–1943). Albania has a large population of non-native speakers, with over half of the population having some knowledge of the Italian language. The Albanian government has pushed to make Italian a compulsory second language in schools. The Italian language is well-known and studied in Albania, due to its historical ties and geographical proximity to Italy and to the diffusion of Italian television in the country.
Due to heavy Italian influence during the Italian colonial period, Italian is still understood by some in former colonies. Although it was the primary language in Libya since colonial rule, Italian greatly declined under the rule of Muammar Gaddafi, who expelled the Italian Libyan population and made Arabic the sole official language of the country. A few hundred Italian settlers returned to Libya in the 2000s.
Italian was the official language of Eritrea during Italian colonisation. Italian is today used in commerce, and it is still spoken especially among elders; besides that, Italian words are incorporated as loan words in the main language spoken in the country (Tigrinya). The capital city of Eritrea, Asmara, still has several Italian schools, established during the colonial period. In the early 19th century, Eritrea was the country with the highest number of Italians abroad, and the Italian Eritreans grew from 4,000 during World War I to nearly 100,000 at the beginning of World War II. In Asmara there are two Italian schools, the Italian School of Asmara (Italian primary school with a Montessori department) and the Liceo Sperimentale "G. Marconi" (Italian international senior high school).
Italian was also introduced to Somalia through colonialism and was the sole official language of administration and education during the colonial period but fell out of use after government, educational and economic infrastructure were destroyed in the Somali Civil War.
Italian is also spoken by large immigrant and expatriate communities in the Americas and Australia. Although over 17 million Americans are of Italian descent, only a little over one million people in the United States speak Italian at home. Nevertheless, an Italian language media market does exist in the country. In Canada, Italian is the second most spoken non-official language when varieties of Chinese are not grouped together, with 375,645 claiming Italian as their mother tongue in 2016.
Italian immigrants to South America have also brought a presence of the language to that continent. According to some sources, Italian is the second most spoken language in Argentina after the official language of Spanish, although its number of speakers, mainly of the older generation, is decreasing. Italian bilingual speakers can be found in the Southeast of Brazil as well as in the South, corresponding to 2.07% of the total population of the country. In Venezuela, Italian is the most spoken language after Spanish and Portuguese, with around 200,000 speakers. In Uruguay, people who speak Italian as their home language are 1.1% of the total population of the country. In Australia, Italian is the second most spoken foreign language after Chinese, with 1.4% of the population speaking it as their home language.
The main Italian-language newspapers published outside Italy are the L'Osservatore Romano (Vatican City), the L'Informazione di San Marino (San Marino), the Corriere del Ticino and the laRegione Ticino (Switzerland), the La Voce del Popolo (Croatia), the Corriere d'Italia (Germany), the L'italoeuropeo (United Kingdom), the Passaparola (Luxembourg), the (United States), the Corriere Canadese and the Corriere Italiano (Canada), the Il punto d'incontro (Mexico), the L'Italia del Popolo (Argentina), the Fanfulla (Brazil), the Gente d'Italia (Uruguay), the La Voce d'Italia (Venezuela), the (Australia) and the La gazzetta del Sud Africa (South Africa).
Education
Italian is widely taught in many schools around the world, but rarely as the first foreign language. In the 21st century, technology also allows for the continual spread of the Italian language, as people have new ways to learn how to speak, read, and write languages at their own pace and at any given time. For example, the free website and application Duolingo has 4.94 million English speakers learning the Italian language.
According to the Italian Ministry of Foreign Affairs, every year there are more than 200,000 foreign students who study the Italian language; they are distributed among the 90 Institutes of Italian Culture that are located around the world, in the 179 Italian schools located abroad, or in the 111 Italian lecturer sections belonging to foreign schools where Italian is taught as a language of culture.
, Australia had the highest number of students learning Italian in the world. This occurred because of support by the Italian community in Australia and the Italian Government and also because of successful educational reform efforts led by local governments in Australia.
Influence and derived languages
From the late 19th to the mid-20th century, thousands of Italians settled in Argentina, Uruguay, Southern Brazil and Venezuela, as well as in Canada and the United States, where they formed a physical and cultural presence.
In some cases, colonies were established where variants of regional languages of Italy were used, and some continue to use this regional language. Examples are Rio Grande do Sul, Brazil, where Talian is used, and the town of Chipilo near Puebla, Mexico; each continues to use a derived form of Venetian dating back to the nineteenth century. Another example is Cocoliche, an Italian–Spanish pidgin once spoken in Argentina and especially in Buenos Aires, and Lunfardo.
Lingua franca
Starting in late medieval times in much of Europe and the Mediterranean, Latin was replaced as the primary commercial language by Italian language variants (especially Tuscan and Venetian). These variants were consolidated during the Renaissance with the strength of Italy and the rise of humanism and the arts.
During that period, Italy held artistic sway over the rest of Europe. It was the norm for all educated gentlemen to make the Grand Tour, visiting Italy to see its great historical monuments and works of art. It thus became expected to learn at least some Italian. In England, while the classical languages Latin and Greek were the first to be learned, Italian became the second most common modern language after French, a position it held until the late 18th century when it tended to be replaced by German. John Milton, for instance, wrote some of his early poetry in Italian.
Within the Catholic Church, Italian is known by a large part of the ecclesiastical hierarchy and is used in substitution for Latin in some official documents.
Italian loanwords continue to be used in most languages in matters of art and music (especially classical music including opera), in the design and fashion industries, in some sports like football and especially in culinary terms.
See also
Demographics of Italy
Sicilians
Sardinians
Ladins
List of Italians
List of Sardinians
List of Sicilians
Sammarinese
Notes
References
Sources
Bibliography
Ethnic groups in Italy
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https://en.wikipedia.org/wiki/Leopard%20seal
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Leopard seal
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The leopard seal (Hydrurga leptonyx), also referred to as the sea leopard, is the second largest species of seal in the Antarctic (after the southern elephant seal). Its only natural predator is the orca. It feeds on a wide range of prey including cephalopods, other pinnipeds, krill, fish, and birds, particularly penguins. It is the only species in the genus Hydrurga. Its closest relatives are the Ross seal, the crabeater seal and the Weddell seal, which together are known as the tribe of Lobodontini seals. The name hydrurga means "water worker" and leptonyx is the Greek for "thin-clawed".
Taxonomy
French zoologist Henri Marie Ducrotay de Blainville described the leopard seal in 1820.
Description
The leopard seal has a distinctively long and muscular body shape when compared to other seals. The overall length of adults is and weight is from making them the same length as the northern walrus but usually less than half the weight. Females are slightly larger than males.
It is perhaps best known for its massive jaws, which allow it to be one of the top predators in its environment. The front teeth are sharp like those of other carnivores, but their molars lock together in a way that allows them to sieve krill from the water in the manner of the crabeater seal. The coat is counter-shaded with a silver to dark gray blend and a distinctive spotted "leopard" coloration pattern dorsally and a paler, white to light gray color ventrally. The whiskers are short and clear.
As "true" seals, they do not have external ears or pinnae, but possess an internal ear canal that leads to an external opening. Their hearing in air is similar to that of a human, but scientists have noted that leopard seals use their ears in conjunction with their whiskers to track prey under water.
Distribution
Leopard seals are pagophilic ("ice-loving") seals, which primarily inhabit the Antarctic pack ice between 50˚S and 80˚S. Sightings of vagrant leopard seals have been recorded on the coasts of Australia, New Zealand (where individuals have been seen even on the foreshores of major cities such as Auckland, Dunedin and Wellington), South America, and South Africa. In August 2018, an individual was sighted at Geraldton, on the west coast of Australia. Higher densities of leopard seals are seen in the Western Antarctic than in other regions.
Most leopard seals remain within the pack ice throughout the year and remain solitary during most of their lives with the exception of a mother and her newborn pup. These matrilineal groups can move further north in the austral winter to sub-antarctic islands and the coastlines of the southern continents to provide care for their pups. While solitary animals may appear in areas of lower latitudes, females rarely breed there. Some researchers believe this is due to safety concerns for the pups. Lone male leopard seals hunt other marine mammals and penguins in the pack ice of antarctic waters. The estimated population of this species ranges from 220,000 to 440,000 individuals, putting leopard seals at "least concern". Although there is an abundance of leopard seals in the Antarctic, they are difficult to survey by traditional audiovisual techniques as they spend long periods of time vocalizing under the water’s surface during the austral spring and summer, when audiovisual surveys are carried out. The habit of submarine vocalizing makes leopard seals naturally suited for acoustic surveys, as are conducted with cetaceans, allowing researchers to gather most of what is known about them.
Behavior
Acoustic behavior
Leopard seals are very vocal underwater during the austral summer.
The male seals produce loud calls (153 to 177 dB re 1 μPa at 1 m) for many hours each day. While singing the seal hangs upside down and rocks from side to side under the water. Their back is bent, the neck and cranial thoracic region (the chest) is inflated and as they call their chest pulses. The male calls can be split into two categories: vocalizing and silencing, in which vocalizing is when they are making noises underwater, and silencing noted as the breathing period at the air surface. Adult male leopard seals have only a few stylized calls, some are like bird or cricket-like trills yet others are low haunting moans. Scientists have identified five distinctive sounds that male leopard seals make, which include: the high double trill, medium single trill, low descending trill, low double trill, and a hoot with a single low trill. These cadence of calls are believed to be a part of a long range acoustic display for territorial purposes, or the attraction of a potential mate.
The leopard seals have age-related differences in their calling patterns, just like birds. Where the younger male seals have many different types of variable calls – the adult male seals have only a few, highly stylized calls. Each male leopard seal produces these individual calls, and can arrange their few call types into individually distinctive sequences (or songs). The acoustic behavior of the leopard seal is believed to be linked to their breeding behaviour. In male seals, vocalizing coincides with the timing of their breeding season, which falls between November and the first week of January; captive female seals vocalize when they have elevated reproductive hormones. Conversely, a female leopard seal can attribute calls to their environment as well; however, usually it is to gain the attention of a pup, after getting back from a forage for food.
Breeding habits
Since leopard seals live in an area difficult for humans to survive in, not much is known on their reproduction and breeding habits. However, it is known that their breeding system is polygynous, meaning that males mate with multiple females during the mating period. Females reach sexual maturity between the ages of three and seven, and can give birth to a single pup during the summer on the floating ice floes of the Antarctic pack ice; males reach sexual maturity around the age of six or seven years. Mating occurs from December to January, shortly after the pups are weaned when the female seal is in estrus. In preparation for the pups, the females dig a circular hole in the ice as a home for the pup. A newborn pup weighs around 66 pounds and are usually with their mother for a month, before they are weaned off. The male leopard seal does not participate in taking care of the pup, and goes back to its solitary lifestyle after the breeding season. Most leopard seal breeding is on pack ice.
Five research voyages were made to Antarctica in 1985, 1987 and 1997–1999 to look at leopard seals. They sighted seal pups from the beginning of November to the end of December, and noticed that there was about one pup for every three adults, and they also noticed that most of the adults were staying away from other adults during this season, and when they were seen in groups they showed no sign of interaction. Leopard seal pups mortality rate within the first year is close to 25%.
Vocalization is thought to be important in breeding, since males are much more vocal around this time. Mating takes place in the water, and then the male leaves the female to care for the pup, which the female gives birth to after an average gestation period of 274 days.
Research shows that on average, the aerobic dive limit for juvenile seals is around 7 minutes, which means that during the winter months juvenile leopard seals do not eat krill, which is a major part of older seals' diets, since krill is found deeper during this time. This might occasionally lead to co-operative hunting. Co-operative hunting of leopard seals on Antarctic fur seal pups has been witnessed, which could be a mother helping her older pup, or could also be female-male couple interactions, to increase their hunting productivity.
Foraging behavior
The only natural predator of leopard seals is the orca. The seal's canine teeth are up to long. It feeds on a wide variety of creatures. Young leopard seals usually eat mostly krill, squid and fish. Adult seals probably switch from krill to more substantial prey, including king, Adélie, rockhopper, gentoo, emperor and chinstrap penguins, and less frequently, Weddell, crabeater, Ross, and young southern elephant seals. Leopard seals are also known to take fur seal pups.
Around the sub-Antarctic island of South Georgia, the Antarctic fur seal (Arctocephalus gazella) is the main prey. Other prey include penguins and fish including chondrichthyans. Antarctic krill (Euphausia superba), southern elephant seal (Mirounga leonina) pups and seabirds other than penguins have also been taken as prey.
When hunting penguins, the leopard seal patrols the waters near the edges of the ice, almost completely submerged, waiting for the birds to enter the ocean. It kills the swimming bird by grabbing the feet, then shaking the penguin vigorously and beating its body against the surface of the water repeatedly until the penguin is dead. Previous reports stating the leopard seal skins its prey before feeding have been found to be incorrect. Lacking the teeth necessary to slice its prey into manageable pieces, it flails its prey from side to side tearing and ripping it into smaller pieces. Krill meanwhile, is eaten by suction, and strained through the seal's teeth, allowing leopard seals to switch to different feeding styles. Such generalization and adaptations may be responsible for the seal's success in the challenging Antarctic ecosystem.
Physiology and research
Leopard seals' heads and front flippers are extremely large in comparison to other phocids. Their large front flippers are used to steer themselves through the water column making them extremely agile while hunting. They use their front flippers similarly to sea lions (otariids) and leopard seal females are larger than males. They are covered in a thick layer of blubber that helps to keep them warm while in the cold temperatures of the Antarctic. This layer of blubber also helps to streamline their body making them more hydrodynamic. This is essential when hunting small prey items such as penguins because speed is necessary. Scientists take blubber thickness, girth, weight, and length measurements of leopard seals to learn about their average weight, health, and population as a whole. These measurements are then used to calculate their energetics which is the amount of energy and food it takes for them to survive as a species. They also have incredible diving capabilities. This information can be obtained by scientists by attaching transmitters to the seals after they are tranquilized on the ice. These devices are called satellite-linked time depth recorders (SLDRs) and time-depth recorders (TDRs). Scientists attach this device usually to the head of the animal and it records depth, bottom time, total dive time, date and time, surface time, haul out time, pitch and roll, and total number of dives. This information is sent to a satellite where scientists from anywhere in the world can collect the data, allowing them to learn more about leopard seals diet and foraging habits. With this information, scientists are able to calculate and better understand their diving physiology. They are primarily shallow divers but they do dive deeper than 80 meters in search for food. They are able to complete these dives by collapsing their lungs and re-inflating them at the surface. This is possible by increasing surfactant which coats the alveoli in the lungs for re-inflation. They also have a reinforced trachea to prevent collapse at great depth pressures.
Relationships with humans
Leopard seals are large predators presenting a potential risk to humans. However, attacks on humans are rare. Most human perceptions of leopard seals are shaped by historic encounters between humans and leopard seals that occurred during the early days of Antarctic exploration. Examples of aggressive behaviour, stalking and attacks are rare, but have been documented. A large leopard seal attacked Thomas Orde-Lees (1877–1958), a member of Sir Ernest Shackleton's Imperial Trans-Antarctic Expedition of 1914–1917, when the expedition was camping on the sea ice. The "sea leopard", about long and , chased Orde-Lees on the ice. He was saved only when another member of the expedition, Frank Wild, shot the animal.
In 1985, Canadian-British explorer Gareth Wood was bitten twice on the leg when a leopard seal tried to drag him off the ice and into the sea. His companions managed to save him by repeatedly kicking the animal in the head with the spiked crampons on their boots. On 26 September 2021, near the dive site Spaniard Rock at Simon's Town, South Africa, three spear-fisherman encountered a leopard seal while spearing approximately 400 m offshore. The seal attacked them and, while they were swimming back to shore, disarmed them of their flippers and spearguns and kept harassing the men over the course of half an hour, inflicting multiple bite and puncture wounds.
In 2003, biologist Kirsty Brown of the British Antarctic Survey was killed by a leopard seal while conducting research snorkeling in Antarctica. This was the first recorded human fatality attributed to a leopard seal. Brown was part of a team of four researchers taking part in an underwater survey at South Cove, near the U.K.'s Rothera Research Station. Brown and another researcher, Richard Burt, were snorkeling in the water. Burt was snorkeling at a distance of 15 metres (nearly 50 feet) from Brown when the team heard a scream and saw Brown disappear deeper into the water. She was quickly rescued by her team, but they were unable to resuscitate her. It was later revealed that the seal had held Brown underwater for around six minutes at a depth of up to , drowning her. Furthermore, she suffered a total of 45 separate injuries (bites and scratches), most of which were concentrated around her head and neck. As Brown was snorkeling at the time, she may have even seen the seal approaching her.
In a report read at the inquiry into Brown's death, Professor Ian Boyd from the University of St Andrews stated that the seal may have mistaken her for a fur seal, or may have been frightened by her presence and attacked in defence; Professor Boyd claimed that leopard seal attacks on humans were extremely rare, but warned that they may potentially become more common due to increased human presence in Antarctica. The coroner recorded the cause of death as “accidental” and “caused by drowning due to a leopard seal attack”.
Leopard seals have shown a predilection for attacking the black, torpedo-shaped pontoons of rigid inflatable boats, leading researchers to equip their craft with special protective guards to prevent them from being punctured. On the other hand, Paul Nicklen, a National Geographic magazine photographer, captured pictures of a leopard seal bringing live, injured, and then dead penguins to him, possibly in an attempt to teach the photographer how to hunt.
Conservation
From a conservation standpoint, the only known predators of the leopard seals are orcas and sharks. Because of their limited subpolar distribution in the Antarctic, they may be at risk as polar ice caps diminish with global warming. In the wild, leopard seals can live up to 26 years old. Leopard seal hunting is regulated by the Antarctic Treaty and the Convention for the Conservation of Antarctic Seals (CCAS).
Notes and references
General references
Heacox, Kim. (2006). Deadly Beauty. National Geographic, November 2006
Saundry, Peter. (2010) Leopard Seal. Encyclopedia of Earth. Topic ed. C. Michael Hogan, editor-in-chief Cutler Cleveland, NCSE, Washington DC
External links
Best Wildlife Photos of 2005 – "Underwater World" Winner: "Leopard Seal Pass"
"Face-off with a deadly predator" (video); National Geographic photo assignment
Voices in the Sea – the Leopard Seal (audio)
Lobodontins
Pinnipeds of Antarctica
Pinnipeds of South America
Pinnipeds of Australia
Mammals of Chile
Mammals of South Australia
Carnivorans of South America
Fauna of Heard Island and McDonald Islands
Least concern biota of Oceania
Least concern biota of South America
Mammals described in 1820
Extant Zanclean first appearances
Pliocene mammals of South America
Pliocene pinnipeds
Taxa named by Henri Marie Ducrotay de Blainville
Articles containing video clips
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https://en.wikipedia.org/wiki/Almer%C3%ADa
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Almería
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Almería (, , ) is a city and municipality of Spain, located in Andalusia. It is the capital of the province of the same name. It lies on southeastern Iberia on the Mediterranean Sea. Caliph Abd al-Rahman III founded the city in 955. The city grew wealthy during the Islamic era, becoming a world city throughout the 11th and 12th centuries. It enjoyed an active port that traded silk, oil and raisins. Being adjacent to a small desert, Almería has an exceptionally dry climate by European standards.
Etymology
The name "Almería" comes from the city's former Arabic name, Madīnat al-Mariyya, meaning "city of the watchtower". As the settlement was originally port or coastal suburb of Pechina, it was initially known as Mariyyat al-Bajjāna (Bajjāna being the Arabic name for Pechina).
History
The origin of Almería is connected to the 9th-century establishment of the so-called Republic of Pechina (Bajjana) some kilometres to the north, which was for a time autonomous from the Cordobese central authority: the settlement of current-day Almería initially developed as a humble trading port of Pechina known as Al-Mariyya Bajjana. Pechina and its maritime port experienced divergent fortunes, and while the former progressively depopulated, the latter became the base of the Caliphal navy after 933, during the rule of Abd-ar-Rahman III. Furthermore, in 955, Abd-ar-Rahman III decided to erect the walls. A silk industry consisting of hundreds of looms and feeding itself from the mulberry trees planted in region, fostered Almería's economy. Almería also became an important slave trade hub during the caliphal period.
In the wake of the collapse of the Caliphate of Córdoba in the early 11th century, Almería detached from Cordobese authority towards 1014 and became ruled as an independent taifa under Slavic kinglets. It submitted to the Taifa of Valencia in 1038, yet it soon became independent as a new taifa, ruled by the Arab Banu Sumadih until 1091, when it fell to Almoravid control. This allowed the city's economy to insert itself into the trade networks of the Almoravid empire. Building upon the previous development during the caliphal period, Almería reached a degree of historical relevance unmatched in the rest of its history throughout the 11th and 12th centuries, becoming the third-largest city of Al-Andalus. Almería imported indigo dye and wool from the Maghreb and linen from Egypt, while it exported copper to Fez and Tlemcen as well as its highly sought textiles.
Contested by the emirs of Granada and Valencia, Almería experienced many sieges, including one especially fierce siege when Christians, called to the Second Crusade by Pope Eugene III, were also encouraged to counter the Muslim forces on a more familiar coast. On that occasion Alfonso VII, starting on 11 July 1147, at the head of mixed armies of Catalans, Genoese, Pisans and Franks, led a crusade against the rich city, and Almería was captured on 17 October 1147, marking the breakup of the city's period of splendor in the Middle Ages.
Within a decade, in 1157, Almería had passed to the control of Muslim Almohad rulers. Almería soon passed by the temporary overarching control of rebel Murcian emir Ibn Mardanish (1165–1169), hindering the early efforts of recovery in the city, that under the decade of Christian occupation reportedly had been left depopulated and, by and large, quite destroyed. During Almohad rule, the city did not return to its previous splendor, although the port remained trading with the Crown of Aragon and the Italian republics.
Following the rebellion against Almohad rule heralded by the likes of the Banu Hud and the Banu Mardanis, Almería submitted to the authority of Ibn Hud, who had raised the black banner and pledged nominal allegiance to Abbasid authorities by 1228. After Ibn Hud's assassination in Almería in 1238, the bulk of the remaining Muslim-controlled territories in the Iberian Peninsula passed to the control of rival ruler Ibn al-Aḥmar (sultan since 1232), who had set the capital of his emirate in Granada by 1238, constituting the Emirate of Granada, to which Almería belonged from then on. While relatively languishing throughout the Nasrid period, Almería still remained a key strategic port of the emirate together with Málaga, as well as a haven for pirates and political dissidents. It sustained intense trading relations with Aragon and the African port of Honaine. Almería endured a brutal siege by Aragonese forces in 1309 that, while eventually unsuccessful, left the city battered.
The city submitted to the sovereignty of the Catholic Monarchs on December 22, 1489. Relatively isolated and within the range of attacks from Barbary pirates, the hitherto mercantile city entered modernity by undergoing a process of heavy ruralization that imperiled its very same continued existence as a city.
The 16th century was for Almería a century of natural and human catastrophes; for there were at least four earthquakes, of which the one in 1522 was especially violent, devastating the city. The people who had remained Muslim were expelled from Almería after the War of Las Alpujarras in 1568 and scattered across the Crown of Castile. Landings and attacks by Barbary pirates were also frequent in the 16th century, and continued until the early 18th century. At that time, huge iron mines were discovered and French and British companies set up business in the area, bringing renewed prosperity and returning Almería to a position of relative importance within Spain.
During the Spanish Civil War the city was shelled by the German Navy, with news reaching the London and Parisian press about the "criminal bombardment of Almería by German planes". Almería surrendered in 1939, being the last Andalusian main city to fall to Francoist forces.
In the second half of the 20th century, Almería witnessed spectacular economic growth due to tourism and intensive agriculture, with crops grown year-round in massive invernaderos – plastic-covered "greenhouses" – for intensive vegetable production.
After Franco's death and popular approval of the new Spanish Constitution, the people of southern Spain were called on to approve an autonomous status for Andalusia region in a referendum. The referendum were approved with 118,186 votes for and 11,092 votes against in Almería province, which represented 42% of all registered voters.
Main sights
The Alcazaba, a medieval fortress that was begun in the 10th century but destroyed by an earthquake in 1522. It includes a triple line of walls, a majestic keep and large gardens. It commands a city quarter with buildings dressed in pastel colors, of Muslim-age aspect. It is the second largest among the Muslim fortresses of Andalusia, after the Alhambra.
Almería air raid shelters, underground galleries for civilian protection during the Spanish Civil War, currently the longest in Europe open for tourists.
The Cathedral has a fortress-like appearance due to its towers, merlons and protected paths, created to defend it from Mediterranean pirates. Originally designated as a mosque, it was later converted into a Christian church, before being destroyed in the 1522 earthquake. In the 16th century it was rebuilt in the Renaissance style, whilst keeping some of its defensive features.
Renaissance church of Santiago, built in 1533, with tower and portal decorated with reliefs.
Chanca, a group of houses carved into rocks.
Castle of San Cristobal, now in ruins. It is connected to the Alcazaba by a line of walls.
Museum of Almería. Includes findings from Prehistoric, Iberic, Roman, Greek ages and Muslim objects, mostly from the Alcazaba.
Paseo de Coches, a modern seaside promenade with gardens and palms.
Cable Inglés (English Pier), 1904 iron railway pier built to transfer iron ore, copper, and silver produced by British- and French-run mines in Granada from trains to waiting cargo ships.
Demographics
People and culture
Famous natives of Almería include Nicolás Salmerón y Alonso, who in 1873 was the third president of the First Spanish Republic, as well as several musicians, including the composer José Padilla Sánchez, whose music was declared of "universal interest" by Unesco in 1989, the popular folk singer Manolo Escobar, renowned Flamenco guitar player José Tomás "Tomatito" and Grammy Award winner David Bisbal; the champion motorcyclist Antonio Maeso moved to Almería as a child.
The Irish folk-rock group The Pogues paid tribute to Almería in "Fiesta", a song on the band's third album, If I Should Fall from Grace with God.
In 1989, English electronic band Depeche Mode filmed the video for their song "Personal Jesus" in Almería.
The tourism increased and hotels were all occupied from January to February during the filming of the sixth season of the TV series Game of Thrones.
Sports
Almería hosted the Mediterranean Games in 2005. The city has 2 football teams: UD Almería, which was promoted to La Liga, the top tier of Spanish football, in 2022 and CP Almería, which plays in the División de Honor, the sixth tier.
The Plaza de toros de Almería is the main bullring in Almería. It has a capacity of 10,000 and it opened in 1882.
Films
Economy
Intensive agriculture has been the most important economic sector of Almería for the last 50 years. Nowadays, greenhouse's production, handling and commercialisation of vegetables, and the supply industry of the sector, represent almost 40% of Almería's GDP. Directly, agricultural production accounts for 18.2% of the provincial GDP. In Andalusia, the average contribution is 6.6% and in Spain it is only 2.9%.
This situation is the result of a great dynamic model, which can continually incorporate new technologies: using soil sanding, plastic covers, drip irrigation systems, hybrid seeds, soil-less cultivation, irrigation programs, new greenhouse structures, and so on. They all allowed to improve production and increase commercialisation calendars, assuring the profitability and quality of the crops and the competitiveness of the markets. Moreover, Almería's economy has an important exporting vocation: 75% of production was sold abroad in 2018, with a value of 2.400 million euros.
This development is explained by familiar investment, as subsidies have been limited or non-existent. In this sense, the horticultural sector receives the least European aids from the Common Agricultural Policy: 1.9% of total income. This figure is much lower than that received by other sectors such as olive groves (33%) or cereals (53%).
The production of this area is based on a fair competition with officially a just remuneration of employees, with similar salaries than the ones in the same sector in Europe: 8% higher than Italy and 11% than Belgium. This avoids the social dumping exerted by non-EU countries, like Morocco, with salaries up to 90% lower than those of Almería. However, there is well-documented widespread exploitation of workers from North Africa who work and live in terrible conditions, earning much lower than the minimum wage.
From a social point of view, Almería and Granada are an example of familiar agriculture, with small farms and little concentration of land. This social nature generates high equity in the level of income and welfare, that is, social cohesion is produced, and inequality is reduced. Concretely, Almería is made up of 12,500 farms with an extension of 2,5 hectares and a 30% of familiar labour. It is also important the high education levels of the farmers, who shows an innovative and receptive character when it comes to continuing learning: 81,2% have some type of official academic training.
At the same time, a commercial system based on social economy enterprises has been developed, e.g. as cooperative societies. These companies represent the 62% of production and sales. They assure the access to the market in optimal conditions, because they increase its position inside the agri-food supply chain, facilitate financing, technical advice, and incorporation of technology. Moreover, local ties increase environmental sustainability.
Transport
By land, Almería can be reached by the A-7 Mediterranean Highway, which connects the Mediterranean area with the Spanish A-92 that unites it with the rest of Andalusia. Almería railway station is served by Renfe Operadora with direct rail services to Granada, and Madrid Atocha using a branch off the Alcázar de San Juan–Cádiz railway; the Linares Baeza–Almería railway. In the future, high-speed rail AVE services will link Almería to Madrid via Murcia. The central railway station has been closed for several months and it is not known exactly when it will re-open. Passengers currently start their journey by being bussed a few kilometres to Huercal de Almería station.
By sea, the port of Almería has connections to Melilla, Algeria, Morocco, and tourist cruises in the Mediterranean. It also has a marina with moorings for pleasure boats. Currently the port of Almería is being expanded with new docks and transformed into a container port to take large-scale international shipping and thereby increase its freight traffic. It normally connects with the following destinations:
Acciona: Ghazaouet (Algeria), Oran (Algeria), Nador (Morocco) and Melilla.
Comarit: Nador.
Comanav: Nador.
By air, Almería is served by Almería Airport, the fourth largest in Andalusia. The winter timetable includes flights to Madrid, Barcelona, Melilla, London, and Seville, with international connections to Manchester, Birmingham, Brussels, Dublin and Swiss, German and other EU airports being added during the summer.
Geography
Due to its arid landscape, numerous Spaghetti Westerns were filmed in Almería and some of the sets still remain as a tourist attraction.
These sets are located in the desert of Tabernas. The town and region were also used by David Lean in Lawrence of Arabia (1962), John Milius in The Wind and the Lion (1975) and others.
One of Almería's most famous natural spots is the Cabo de Gata-Níjar Natural Park. This park is of volcanic origin, and is the largest and most ecologically significant marine-terrestrial space in the European Western Mediterranean Sea. The Cabo de Gata-Níjar Natural Park runs through the municipal areas of Níjar, Almerimar and Carboneras. Its villages, previously dedicated to fishing, have become tourism spots. The beaches of Cabo de Gata-Níjar Natural Park are also an attraction.
Almería has one islet that it administers as a part of its territory in the Alboran Sea, Alboran Island. The island has a small cemetery, a harbor, and a lighthouse, built in the 19th century.
Climate
With a yearly precipitation of just and with only 26 days of precipitation and an annual temperature of , Almería has a transitional climate between hot semi-arid climate (Köppen: BSh) to hot desert climate (Köppen BWh). It is the only city in Europe with a hot desert climate, starting in the south-eastern outskirts of the city (still in the municipality of Almería) until the Cabo de Gata-Níjar Natural Park located east of the city. It is one of the driest zones on both shores of the Mediterranean coast.
The BWh climate is present in the city of Almería, in nearby areas of Almería province (such as the Cabo de Gata-Níjar Natural Park, the Andarax/Almanzora river valleys), the only region in Europe to have this climate. The city records an average annual temperature of . This arid climatic region spreads along the coastline around Almería to Torrevieja, in the northeast. The nearby Faro del Cabo in the Cabo de Gata-Níjar Natural Park, has the lowest annual precipitation on the European continent (156mm).
Almería also experiences the warmest winters of any city on the European continent with a population over 100,000, having hot and dry summers, with precipitation rare between June and August (July and August have in average 0.3 rainy days). Almería enjoys about 3,000 hours of sunshine with over 320 sunny days per year on average (6 hours of sunshine in January and 12 in July) so it is one of the sunniest cities in Europe.
Almería is unique, for a city in Continental Europe, for not having any registered temperature under the freezing mark in its recorded weather history. The coldest temperature recorded was at the airport in January 2005. Before that, the previous record was on 9 February 1935.
During the winter, daily maximum temperatures tend to stay around . At night, the minimum temperature is usually around 8–10 °C (47–50 °F). This makes Almería the city with the second warmest winters in Spain and Europe, just after Cádiz. The city only receives 26 days of rainfall annually; so while no month could be described as truly wet, there are strong differences in terms of rainfall, with coastal parts of the city (such as the Cabo de Gata-Níjar Natural Park) receiving a rainfall amount of per year, which is also noted as the driest location in Europe, while inland areas (such as the Tabernas Desert) receive a rainfall amount of per year, since the average altitude is , and it has an average temperature of , so it would be classified as a cold desert climate (BWk) bordering a cold semi-arid climate (BSk) according to the Köppen climate classification.
Inland areas of the Almería province are believed to have reached temperatures close to in summer (dubious). Though temperatures above are very rare in the city of Almería.
During the warmest months - July and August, the sky is usually cloudless and almost no rainfall occurs. The typical daily temperatures are around during the day while the minimum temperatures stay around during July and August. As is the case for most of coastal Iberia, heatwaves in Almería are much less common than in the interior because of its coastal location; The hottest temperature recorded was in July 2019.
Crystal cave
In 2000, a team of geologists found a cave filled with giant gypsum crystals in an abandoned silver mine near Almería. The cavity, which measures , may be the largest geode ever found. The entrance of the cave was blocked by five tons of rocks, and was under police protection (to prevent looters from entering). According to geological models, the cave was formed during the Messinian salinity crisis 6 million years ago, when the Mediterranean sea evaporated and left thick layers of salt sediments (evaporites). The site is currently open for tourists under guided tours.
Festivities
The festive events that occur in the municipality are listed below:
Carnival
Holy Week
Cruces de mayo
Saint Joan's Eve
Notable people
José Tomás "Tomatito" (born 1958), flamenco guitar player
Lita Baron (1923–2015), actress, singer and dancer, born in Almería
David Bisbal (born 1979), Grammy Award winner
Francisco Losada (1612–1667), composer
Nieves Navarro (born 1938), actress
Manuel Lao Hernández, founder of Cirsa, Spain's largest casino operator
Rosa García-Malea López (born 1981), first female fighter pilot in the Spanish Air Force
Juan Martínez Oliver (born 1964), road bicycle racer
Eduardo del Pino Vicente, journalist and writer
Chus Lampreave (1930–2016), actress who died in Almería
Jimena Quirós (1899–1983), Spanish scientist, considered the first female oceanographer in the country and the first female staff scientist of the Spanish Institute for Oceanography (IEO)
See also
Solar Almeria Platform
References
Notes
Sources
External links
Postal codes in Almería
955 establishments
Mediterranean port cities and towns in Spain
Municipalities in the Province of Almería
Province of Almería
10th-century establishments in al-Andalus
Populated places established in the 10th century
Populated coastal places in Spain
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https://en.wikipedia.org/wiki/Calvary%20Chapel%20Association
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Calvary Chapel Association
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Calvary Chapel is an international association of evangelical churches, mostly in the Moderate Faction of the Charismatic movement but with former historical origins in Pentecostalism. It maintains a number of radio stations around the world and operates many local Calvary Chapel Bible College programs.
Beginning in 1965 in Southern California, this fellowship of churches grew out of Chuck Smith's Calvary Chapel Costa Mesa.
History
The association has its origins in the founding of a Calvary Chapel Costa Mesa (California) in 1965 by pastor Chuck Smith of the International Church of the Foursquare Gospel with 25 people. In 1968 they broke away from Foursquare Church. Prior to Smith, Costa Mesa members spoke of their own vision of becoming part of a massive church movement.
In 1969 Calvary Chapel became a hub in what later became known as the Jesus movement when Smith's daughter introduced him to her boyfriend John Higgins Jr., a former hippie who had become a Christian, and who went on to head the largest Jesus freak movement in history, the Shiloh Youth Revival Centers (1968-1989). John Higgins introduced Smith to Lonnie Frisbee, the "hippie evangelist" who became a key figure in the growth of both the Jesus Movement and Calvary Chapel. Frisbee moved into Smith's home, and he would minister to other hippies and counter-culture youth on the beaches. At night he would bring home new converts, and soon Smith's house was full. Frisbee became leader in a rental home for the steadily growing crowd of Christian hippies and he named the commune "House of Miracles"; other Houses of Miracles would develop throughout California and beyond. As Calvary Chapel grew "explosively", a tent was erected during the construction of a new building.
The converts included musicians who began writing music for praise and worship. This became the genesis for Jesus music and Christian rock concerts. Maranatha! Music eventually formed to publish and promote the music. The services led by Frisbee usually resembled rock concerts more than any worship services of the time.
Frisbee featured in national television-news reports and magazines with images of him baptizing hundreds at a time in the Pacific Ocean. The network of House of Miracles communes/crash pads/coffee houses began doing outreach concerts with Smith or Frisbee preaching, Frisbee calling forth the Holy Spirit and the newly forming bands playing the music. By the early 1970s Calvary Chapel was home to ten or more musical groups that were representative of the Jesus people movement.
In 1982 John Wimber, a Calvary Chapel pastor, and the Calvary Chapel leadership mutually agreed to part ways. Tension had been mounting over Wimber's emphasis on spiritual manifestations, leading Wimber to withdraw from Calvary Chapel and to affiliate with a network of churches that would become the Association of Vineyard Churches.
In 2012, Pastor Chuck Smith founded the Calvary Chapel Association (CCA) to unite all of the movement's churches around the world.
On October 3, 2013, Pastor Smith died after a long battle with lung cancer. Smith remained as the senior pastor at Calvary Chapel Costa Mesa during his battle with cancer, to include preaching at three services the Sunday before his death.
Statistics
According to a census of the denomination, in 2022, it had 1,800 churches.
Beliefs
Chuck Smith's "Calvary Chapel Distinctives" summarize the tenets for which Calvary Chapel stands. Calvary Chapels place great importance on the practice of expository teaching, a "verse by verse, chapter by chapter, book by book" approach to teaching the Bible.
Typically, Calvary Chapels operate under a senior pastor-led system of church government, also known as the "Moses" model.
It presents itself as a "fellowship of churches" in contrast to a denomination.
Affiliates of Calvary Chapel believe in the fundamental doctrines of evangelical Christianity, which include the inerrancy of the Bible and the Trinity. Within evangelical Christianity, they say that they stand in the "middle ground between fundamentalism and Pentecostalism in modern Protestant theology". While they share with fundamentalism a belief in the inerrancy of the Bible, unlike fundamentalists, they accept spiritual gifts. However, they feel that Pentecostalism values experience at the expense of the word of God.
Calvinism and Arminianism
According to Calvary Chapel literature, the association strives to "strik[e] a balance between extremes" when it comes to controversial theological issues such as Calvinism's and Arminianism's conflicting views on salvation. Calvary Chapels hold the following views on the five points of Calvinism:
Regarding total depravity, Calvary Chapel affirms that "apart from God's grace, no one can be saved," and that "mankind is clearly fallen and lost in sin."
Regarding unconditional election, Calvary Chapel affirms that God, "based on his foreknowledge, has predestined the believer," and that "God clearly does choose, but man must also accept God's invitation to salvation."
Regarding limited atonement, Calvary Chapel affirms that Jesus died "for the whole world" and that the "atoning sacrifice of Jesus Christ was clearly sufficient to save the entire human race."
Regarding irresistible grace, Calvary Chapel affirms that "God's grace can either be resisted or received by the exercise of human free will".
Calvary Chapels "believe in the perseverance of the saints (true believers) but are deeply concerned about sinful lifestyles and rebellious hearts among those who call themselves 'Christians'."
Spiritual gifts
Although Calvary Chapel believes in the continuing efficacy of the gift of tongues, it does not recognize uninterpreted tongues spoken in a congregational setting as necessarily inspired (or at least directed) by the Holy Spirit because of its understanding of . Calvary Chapel accepts that the Bible affirms interpreted tongues and modern prophecy. Practicing tongues in private occurs more commonly. Calvary Chapel does not teach that the outward manifestation of every Christian counts as speaking in tongues.
Similar to other Pentecostal or Charismatic movements, Calvary Chapel holds that the baptism of the Holy Spirit does not take place during conversion, but is available as a second experience. It is their understanding that there are three distinct relationships with the Holy Spirit. The first is that which is experienced prior to conversion. In this relationship the Holy Spirit is convicting the person of his sin. In the second relationship the Holy Spirit indwells believers during conversion for the purpose of sanctification. The third relationship is the baptism of the Holy Spirit which Calvary Chapel believes is for the purpose of being a Christian witness.
Baptism and Communion
Calvary Chapels practice believer's baptism by immersion. Calvary Chapel does not regard baptism as necessary for salvation, but instead sees it as an outward sign of an inward change. As a result, the Chapels do not baptize infants, although they may dedicate them to God. Calvary Chapel views Communion in a symbolic way, with reference to .
Eschatology
Calvary Chapels strongly espouse pretribulationist and premillennialist views in their eschatology (the study of the end times). They believe that the rapture of the Church will occur first, followed by a literal seven-year period of Great Tribulation, followed by the second coming of Jesus Christ, and then finally a literal thousand-year reign of Jesus Christ on earth called the Millennial Kingdom. Calvary Chapel also rejects supersessionism, and instead believes that the Jews remain God's chosen people and that Israel will play an important part in the end times.
Interest in one event during the Tribulation—the building of a Third Temple in Jerusalem—led in the early 1980s to associations between some in Calvary Chapel (including Chuck Smith) and Jewish groups interested in seeing the temple rebuilt.
Return of Christ in 1981
During the late 1970s and early 1980s, Chuck Smith wrote and published a prophetic timeline that declared the imminent return of Christ.
In the book Snatched Away!, published in 1976, Smith wrote:
the generation that was living in May 1948 shall not pass until the second coming of Jesus Christ takes place and the kingdom of God be established upon the earth.
In a 1978 book, Smith wrote:
I believe that the generation of 1948 is the last generation. Since a generation of judgment is forty years and the Tribulation period lasts seven years, I believe the Lord could come back for His Church any time before the Tribulation starts, which would mean any time before 1981.
The reasoning had to do with the idea that the seven-year Tribulation would end in 1988, forty years after the establishment of the state of Israel. In his 1978 book, Smith reasoned that Halley's Comet in 1986 would result in problems for those left behind:
The Lord said that towards the end of the Tribulation period the sun would scorch men who dwell upon the face of the earth (Rev. 16). The year 1986 would fit just about right! We're getting close to the Tribulation and the return of Christ in glory. All the pieces of the puzzle are coming together.
Disappointment resulting from the prophecy not materializing in 1981 caused some to leave the church.
Practices
Calvary Chapel pastors tend to prefer expositional sermons rather than topical ones, and they will often give their sermons sequentially from the Bible from Genesis to Revelation. They believe that expository preaching allows the congregation to learn how all parts of the Bible address issues as opposed to topical sermons which they see as allowing preachers to emphasize certain issues more than others. Another advantage, they say, is that it makes difficult topics easier to address because members of the congregation won't feel like they are being singled out. It sees expository teaching as providing consistent teaching that, over time, brings the "perfecting of the saints" which is part of their general philosophy for the Church. In teaching expositorily through scripture sequentially, Calvary Chapel believes God sets the agenda, not the pastor.
Calvary Chapels believe that most churches have a "dependent, highly organized, [and] structured" environment, but that most people want an "independent and casual way of life". Calvary churches typically have a casual and laid-back atmosphere. As a practical implication of this philosophy, people may wear informal clothes to church. Praise and worship usually consists of upbeat contemporary Christian music though many of the churches also play hymns. The style of worship generally reflects the region and the specific make-up of the congregation.
Calvary Chapel does not have a formalized system of church membership. Calling a Calvary Chapel one's church usually means regularly attending church services and becoming involved in fellowship with other "members" of the church.
Organization
The form of church government practiced by Calvary Chapel does not conform to any of the three historical forms. They do not employ congregational polity, believing that God's people collectively made poor decisions in the Old Testament, citing as an example. They also criticize presbyterian polity because when "the pastor is hired by the board and can be fired by the board," they fear that "the pastor becomes a hireling". Although Calvary Chapel's governance shares a similarity with episcopal polity in that the congregation has no direct authority over the pastor, it does not have the formal hierarchy characteristic of episcopal polity.
The majority of Calvary Chapels have adopted models of government based on their understanding of the theocracy that God established in the Old Testament they sometimes call the "Moses model". In this system, God was head of his people and under God's authority was Moses, who led the Israelites as God directed him. Moses also had a priesthood and seventy elders providing him support. Calvary Chapel has adapted this order believing their pastors have a role like Moses and their boards of elders function in supporting roles.
Calvary Chapels are independent and self-governing churches. They do not have church membership apart from pastors recognized through their affiliate program. The Calvary Chapel Association has the responsibility of affiliating churches with Calvary Chapel. A church that affiliates with Calvary Chapel often (but not always) uses the name "Calvary Chapel". Three requirements for becoming affiliated exist:
the pastor must "embrace the characteristics of the Calvary Chapel movement as described in Calvary Chapel Distinctives"
the church must have the characteristics of a church (as opposed to a less-developed home fellowship)
an applicant must express willingness to spend the time to fellowship with other Calvary Chapels
The requirements do not include a seminary degree. In accordance with Calvary's interpretation and understanding of the Bible (see 1 Timothy 3:2 and 1 Timothy 3:12), Calvary Chapel does not ordain women or sexually-active homosexuals as pastors.
Regional lead pastors exercise a measure of accountability.
Since no legal or financial ties link the different Calvary Chapels, only disaffiliation can serve as a disciplinary procedure.
The Calvary Chapel trademark is owned by Calvary Chapel Costa Mesa, the flagship church of the Calvary Chapel Global Network. The Calvary dove logo is also a "trademark-protected property of Calvary Chapel of Costa Mesa."
Controversies
Various criticisms of the organization and of the pastorate role in the organization exist. For example, Chuck Smith has been criticized for drawing connections between disasters (e.g., earthquakes, the September 11 attacks) and divine wrath against homosexuality and abortion.
Calvary Chapel leaders, including Smith, were the subject of a lawsuit alleging that they knew or should have known that a minister named Anthony Iglesias was prone to sexual abuse when they moved him from ministry positions in Diamond Bar, California, to Thailand, to Post Falls, Idaho. Iglesias was convicted of molesting two 14-year-old boys in California in 2004, and the lawsuit stemmed from events in Idaho, but all alleged abuse occurred in or before 2003. The church was dismissed as a defendant in the lawsuit.
As a result of what he saw as micromanaging church elders and board members, Chuck Smith used "an independent board of elders" when he took the senior pastor role at Calvary Chapel. Smith subsequently wrote that "senior pastors should be answerable to God, not to a denominational hierarchy or board of elders". Christianity Today says that Smith's "Moses Model", in which senior pastors do not permit their authority to be challenged, can lead to churches that are often resistant to accountability. In response, Smith says he is following the authority structure that God used when Israel was under the rule of Moses.
According to one article, "Smith's book Calvary Chapel Distinctives teaches that senior pastors should be answerable to God, not to a denominational hierarchy or board of elders." Critics say this 'Moses model' produces pastors who do not permit their authority be challenged. Calvary Chapel suggests that some churches are led astray by the management of their boards and that a biblical board of elders should aid the ministry and give wise counsel, not control the affairs of the church.
In November 2016, Calvary Chapel Costa Mesa left the Calvary Chapel Association and formed the Calvary Chapel Global Network. The latter continues to count the association's 1,700 churches as members unless they opt out.
Ministries
Bible college
Calvary Chapel Bible College (CCBC) in Twin Peaks, California is the flagship of at least 50 affiliated campuses throughout the world. The college recently returned to a newly renovated site after about three decades in Murrieta, California. Founded in 1975, it originally offered a "short, intensive study program", but became a college awarding Certificates of Completion, Associate in Theology degrees (for high-school graduates), and Bachelor of Biblical Studies degrees (to students who have an Associate of Arts from an approved college). The college as a whole is pursuing accreditation; and students can transfer CCBC credits to some major accredited colleges such as Azusa Pacific, Biola University, Liberty University, Veritas International University, etc. The college was initially reluctant on seeking accreditation,
stating that this allows Calvary Chapel Bible College to keep tuition costs lower and offer courses taught by instructors without master's degrees. But C.C.B.C. has reversed course and is currently seeking accreditation.
Harvest Crusades
Harvest Crusades operate as a ministry of Harvest Christian Fellowship (a former Calvary Chapel in Riverside, California). They carry out an evangelistic ministry similar to Billy Graham's. They meet in stadiums and have Christian music bands play followed by an evangelical message normally given by Greg Laurie. They estimate three million people have attended since its inception in 1990.
Broadcasting
Calvary Chapel churches operate several radio stations, including:
KBLD in Kennewick, Washington
KKJC in McMinnville, Oregon
KLYT in Albuquerque, New Mexico
KQIP-LP in Chico, California
KWTH 91.3 in Barstow, California
KWTW in Bishop, California (with its partner KWTD)
KWVE-FM in Costa Mesa, California (near Los Angeles)
KXGR FM 89.7 in Loveland, Colorado
WAYG-LP 104.7 FM in Miami, Florida
WJCX in Pittsfield, Maine
WLGS-LP in Lake Villa, Illinois
WLMP-LP in Fredericksburg, Virginia
WRDR in Freehold Township, New Jersey (near New York City)
WTWT/WYVL in Russell, Pennsylvania (in the Twin Tiers of Pennsylvania and New York)
WXMB-LP 101.5 FM in Myrtle Beach, South Carolina
WZXV in Farmington, New York
In addition, a Calvary Chapel in Twin Falls, Idaho founded the CSN International (originally known as the "Calvary Satellite Network") and Effect Radio networks; though CSN still carries a significant number of programs from several Calvary Chapels, the networks and the church (subsequently known by the name "The River Christian Fellowship") severed their official ties with the Calvary Chapel as part of a 2007 legal settlement. In 2010, Calvary Chapel Costa Mesa sold 11 stations and 20 translators in the midwestern United States to the Calvary Radio Network.
Notable people
Pastors
Chuck Smith (died October 3, 2013), founder of the Calvary Chapel movement in the 1960s; senior pastor of Calvary Chapel Costa Mesa in Santa Ana, California, until his death.
Bob Coy, founder of Calvary Chapel Fort Lauderdale. Resigned in 2014 over an adultery scandal.
Lonnie Frisbee (died 1993), hippie evangelist in the 1960s, the key figure of the Jesus Movement: "The first Jesus freak." Pastor in Calvary Chapel until 1971.
Skip Heitzig, senior pastor of Calvary of Albuquerque in Albuquerque, New Mexico (to 1982 and from Present).
Greg Laurie, Senior Pastor, since 1979, of Harvest Christian Fellowship in Riverside.
Jack Hibbs, Senior Pastor & founder of Calvary Chapel Chino Hills, alongside the Real Life network. A key figure in the teaching of the bible, end times prophesy & along with Amir Tsarfati, leads the popular Happening Now program.
Mike MacIntosh, pastor of Horizon Christian Fellowship in San Diego.
Chuck Missler (died May 1, 2018), author and teacher.
Musicians
Dennis Agajanian, alumnus of the "Guinness Book of World Records" as the fastest flat-picker
Alejandro Alonso, contemporary Christian-Latin artist
Jeremy Camp, contemporary Christian artist
Paul Clark, contemporary Christian artist
Daniel Amos, Christian rock and alternative rock band
Phil Danyew, contemporary Christian artist and touring member of Foster the People
Richie Furay, folk rock artist
Chuck Girard, folk rock artist
Love Song, Jesus music band
Mustard Seed Faith, folk rock band
P.O.D., alternative rock band
Tony Stone, Christian hip-hop producer
Switchfoot, alternative rock band
Brian "Head" Welch, alternative Christian artist
Phil Wickham, contemporary Christian artist
Kelly Willard, contemporary Christian artist
See also
Born again
Believers' Church
References
External links
Calvary Chapel Association
Evangelicalism in the United States
Charismatic and Pentecostal Christianity
Jesus movement
Christian organizations established in 1965
Christian new religious movements
LGBT-related controversies in the United States
Organizations that oppose LGBT rights in the United States
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https://en.wikipedia.org/wiki/Jimmy%20Kimmel
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Jimmy Kimmel
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James Christian Kimmel (born November 13, 1967) is an American television host, comedian, writer, and producer. He is the host and executive producer of Jimmy Kimmel Live!, a late-night talk show which premiered on ABC on January 26, 2003, at Hollywood Masonic Temple in Hollywood, California; and on April 1, 2019, at a secondary home, the Zappos Theater on the Las Vegas Strip. Kimmel hosted the Primetime Emmy Awards in 2012, 2016 and 2020. He also hosted the Academy Awards in 2017, 2018 and 2023.
Before hosting Jimmy Kimmel Live!, Kimmel was the co-host of Comedy Central's The Man Show and Win Ben Stein's Money. Kimmel has also produced shows including Crank Yankers, Sports Show with Norm Macdonald, and The Andy Milonakis Show. In 2018, Time named him as one of "The World's 100 Most Influential People". Kimmel has hosted a late-night talk show the longest of all current late night television hosts in the United States, after Conan O'Brien’s retirement from hosting a late-night program.
Early life and family
Kimmel was born in Brooklyn, New York and grew up in the neighborhood of Mill Basin. He is the eldest of three children of Joan (Iacono) and James John Kimmel, who worked at American Express and was an IBM executive.
He was raised Catholic and as a child, was an altar boy. Kimmel's mother is of Italian ancestry from Ischia, Naples and her family migrated to the United States after the 1883 earthquake. Two of his paternal great-great-grandparents were German immigrants. His family's surname was "Kümmel" ("caraway" in German) several generations back. According to a DNA test, Kimmel is also of partial Albanian descent.
The family moved to Las Vegas when he was nine years old. He graduated from Ed W. Clark High School and attended University of Nevada, Las Vegas for one year before transferring to Arizona State University. He received an honorary degree from UNLV in 2013.
Kimmel's uncle, Frank Potenza ("Uncle Frank"), appeared on Jimmy Kimmel Live! as a regular from 2003 until his death in 2011. His cousin Sal Iacono performed Kimmel's former co-hosting duties during the last season of Win Ben Stein's Money and then became a writer and sketch performer on Jimmy Kimmel Live! His Aunt Chippy (Concetta Potenza) is also a featured part of the show. His brother Jonathan works on the show as a director. His sister, Jill, is a comedian.
Career
Radio career
Inspired by David Letterman's start in radio, Kimmel began working in radio while in high school. He was the host of a Sunday night interview show on UNLV's college station, KUNV. While attending Arizona State University, he became a popular caller to the KZZP-FM afternoon show hosted by radio personalities Mike Elliott and Kent Voss in Phoenix, Arizona. In 1989, Kimmel landed his first paying job alongside Voss as morning drive co-host of The Me and Him Show at KZOK-FM in Seattle, Washington. Over the next 10 months, the hosts performed several stunts on air, including one that led to an $8,000 loss in advertising.
In 1990, Kimmel and Voss were fired by KZOK and were fired again a year later at WRBQ-FM in Tampa. Kimmel went on to host his own show at KCMJ in Palm Springs, California, where he recruited Carson Daly, who had been a family friend since his childhood as his intern. After a morning stint at KRQQ in Tucson, Arizona, Kimmel landed at KROQ-FM in Los Angeles. He spent five years as "Jimmy The Sports Guy" for the Kevin and Bean morning show. During that time he met and befriended the comedian Adam Carolla.
Comedy Central
Kimmel initially did not want to do television; he began writing for Fox announcers and promotions and was quickly recruited to do the on-air promotions himself. He declined several offers for television shows from producer Michael Davies, being uninterested in the projects, until he was offered a place as the comedic counterpart to Ben Stein on the game show Win Ben Stein's Money, which began airing on Comedy Central in 1997. His quick wit and "everyman" personality were counterpoints to Stein's monotonous vocal style and faux-patrician demeanor. The combination earned the pair an Emmy award for Best Game Show Host.
In 1999, during his time on Win Ben Stein's Money, Kimmel co-hosted (with Adam Carolla) and co-produced (with Daniel Kellison), Comedy Central's The Man Show. Kimmel left Win Ben Stein's Money in 2001 and was replaced by comedian Nancy Pimental, who was eventually replaced by Kimmel's cousin Sal Iacono. The Man Shows success allowed Kimmel, Carolla, and Kellison to create and produce, under the banner Jackhole Productions, Crank Yankers for Comedy Central (on which Kimmel plays the characters "Elmer Higgins", "Terrence Catheter", "The Nudge", "Karl Malone" and himself) and later The Andy Milonakis Show for MTV2. Kimmel also produced and co-wrote the feature film Windy City Heat, Festival Prize winner of the Comedia Award for Best Film at the 2004 Montreal Comedy Festival.
Jimmy Kimmel Live!
In January 2003, Kimmel permanently left The Man Show to host his own late-night talk show, Jimmy Kimmel Live!, on ABC. In April 2007, Stuffmagazine.com named Kimmel the "biggest badass on TV." Kimmel said it was an honor but clearly a mistake.
Despite its name, the show has not actually aired live since 2004, when censors were unable to properly bleep censor a barrage of swearing from actor Thomas Jane.
During the 2004 NBA Finals in Detroit, Kimmel appeared on ABC's halftime show to make an on-air plug for his show. He suggested that if the Detroit Pistons defeated the Los Angeles Lakers, "they're gonna burn the city of Detroit down ... and it's not worth it." Officials with Detroit's ABC affiliate, WXYZ-TV, immediately announced that that night's show would not air on the station. Hours later, ABC officials pulled that night's show from the entire network. Kimmel later apologized.
Kimmel usually ends his show with "My apologies to Matt Damon, we ran out of time." When Matt Damon did actually appear on the show to be interviewed, he walked in and sat down only to be told just a few seconds later by Kimmel, "Unfortunately, we are totally out of time," followed by "my apologies to Matt Damon." Damon appeared angry but both performers have since indicated that their faux-feud is a joke.
In February 2008, Kimmel showed a mock music video with a panoply of stars called "I'm Fucking Ben Affleck", as "revenge" after his then-girlfriend Sarah Silverman and Damon recorded a similar video titled "I'm Fucking Matt Damon". Silverman's video originally aired on Jimmy Kimmel Live! and became an "instant YouTube sensation." Kimmel's "revenge" video featured himself, Ben Affleck, and a large lineup of stars, particularly in scenes spoofing the 1985 "We Are the World" video: Brad Pitt, Don Cheadle, Cameron Diaz, Robin Williams, Harrison Ford, Dominic Monaghan, Benji Madden and Joel Madden from Good Charlotte, Lance Bass, Macy Gray, Josh Groban, Huey Lewis, Perry Farrell, Christopher Mintz-Plasse, Pete Wentz, Meat Loaf, Rebecca Romijn, Christina Applegate, Dom Joly, Mike Shinoda, Lauren Conrad, and Joan Jett, among others.
After this, Kimmel's sidekick, Guillermo, appeared in a spoof of The Bourne Ultimatum, which starred Damon. He was then chased down by Damon, who was cursing about Kimmel being behind all this. Guillermo also stopped Damon on the red carpet one time and, before he could finish the interview, said, "Sorry, we are out of time." The most recent encounter was titled "The Handsome Men's Club" which featured Kimmel, along with the "Handsome Men", who were: Matthew McConaughey, Rob Lowe, Lenny Kravitz, Patrick Dempsey, Sting, Keith Urban, John Krasinski, Ethan Hawke, Josh Hartnett, Tony Romo, Ted Danson, Taye Diggs, Gilles Marini, and Ben Affleck speaking about being handsome and all the jobs that come with it. At the end of the skit, Kimmel has a door slammed in his face by Damon, who says they have run out of time and laughs sinisterly. Jennifer Garner also makes a surprise appearance. As a tradition, celebrities voted off Dancing with the Stars appear on Jimmy Kimmel Live!, causing Kimmel to describe himself as "the three-headed dog the stars must pass on their way to No-Dancing Hell."
In October 2013, a new segment of the show, "Kids Table", showcased five- and six-year-olds discussing the U.S. government shutdown and U.S. debts. When one of the children suggested "killing all the people in China" as a way of resolving the U.S. debt, Kimmel responded that that was "an interesting idea" and soon jokingly asked a followup: "Should we allow the Chinese to live?" The incident triggered discussions and protests on Internet, even from Mainland China. In an October 25 letter to a group called the 80-20 Initiative, which identifies itself as a pan-Asian-American political organization, ABC apologized for the segment, saying "We would never purposefully broadcast anything to upset the Chinese community, Asian community, anyone of Chinese descent or any community at large." More than a hundred people took to the streets in San Francisco on October 28 to protest the show and demand "a more elaborate apology" and that Kimmel be fired. On that day's broadcast, Kimmel addressed the controversy personally, saying: "I thought it was obvious that I didn't agree with that statement, but apparently it wasn't ... So I just wanted to say, I'm sorry, I apologize." Despite the apologies from ABC and Kimmel, protests continued. A White House petition was created to investigate the incident and reached the 100,000 signatures needed to require a response from the White House. The Congressional Asian Pacific American Caucus denounced the incident and demanded a formal apology from ABC.
During a November 2022 appearance on Stitcher’s "Naked Lunch" podcast, Kimmel revealed he told ABC executives, soon after the election of Donald Trump, that if he could not tell Trump jokes, then he would leave the show. Kimmel also indicated the executives were correct, and he lost approximately half of his audience during that time.
Other television work
In spring 1996, Kimmel appeared as "Jimmy the Fox Guy" in promos on the Fox Network. His other television work included being the on-air football prognosticator for Fox NFL Sunday for four years. He has had numerous appearances on other talk shows, including Live with Regis and Kelly, The Howard Stern Show, The Ellen DeGeneres Show, and the Late Show with David Letterman.
He has appeared on The Late Show five times, most recently in 2010. Kimmel served as roastmaster for the New York Friars' Club Roast of Hugh Hefner and the Comedy Central Roast of Pamela Anderson. He has appeared on ABC's Dancing with the Stars.
In August 2006, ABC announced that Kimmel would be host of their new game show Set for Life. The show debuted on July 20, 2007. On April 6, 2007, Kimmel filled in for Larry King on Larry King Live. That particular broadcast dealt with paparazzi. Kimmel reproached Emily Gould, an editor at Gawker.com, for the site's alleged stalking of celebrities. On July 8, 2007, Kimmel managed the National League in the 2007 Taco Bell All-Star Legends and Celebrity Softball Game in San Francisco. He played in the game in 2004 and 2006 (in Houston and Pittsburgh, respectively). On July 11, 2007, Kimmel, along with basketball player LeBron James, hosted the 2007 ESPY Awards. The show aired on ESPN on July 15, 2007. Kimmel hosted the American Music Awards on ABC five times, in 2003, 2004, 2006, 2007, and 2008.
Kimmel guest-hosted Live with Regis and Kelly during the week of October 22–26, 2007, commuting every day between New York and Los Angeles. In the process, he broke the Guinness World Record for the longest distance () traveled in one work week. Kimmel himself has questioned the record, suggesting that a world leader or the Pope must actually hold the record.
Kimmel has performed in several animated films, often voicing dogs. His voice appeared in Garfield: The Movie and Road Trip, and he portrayed Death's Dog in the Family Guy episode "Mr. Saturday Knight"; Family Guy creator Seth MacFarlane later presented Kimmel with a figurine of his character on Jimmy Kimmel Live! Kimmel also did voice work for Robot Chicken. Kimmel's cousin Sal Iacono has accepted and won a wrestling match with Santino Marella.
On January 14, 2010, amid the 2010 Tonight Show host and time slot conflict, Kimmel was the special guest of Jay Leno on The Jay Leno Shows "10 at 10" segment. Kimmel derided Leno in front of a live studio audience for taking back the 11:35 pm time slot from Conan O'Brien, and repeatedly insulted Leno. He ended the segment with a plea that Leno "leave our shows alone", as Kimmel and O'Brien had "kids" while Leno only had "cars".
Kimmel hosted the 64th Primetime Emmy Awards on September 23, 2012, and the 68th Primetime Emmy Awards on September 18, 2016. With the presidential election only weeks away, Kimmel pointed out the role Mark Burnett played in the rise of Trump.
Kimmel hosted the 89th edition of the Academy Awards ceremony on February 26, 2017. He returned as host for the 90th edition on March 4, 2018. He will come back to host the 95th edition of the ceremony on March 12, 2023, for the third time.
In June 2018, Kimmel was challenged by U.S. Senator Ted Cruz to a one-on-one basketball game after Kimmel compared Cruz's appearance to that of a blobfish. Kimmel accepted and the game (known as the Blobfish Basketball Classic) was scheduled to take place at Texas Southern University on June 16, with the loser donating $5,000 to the non-political charity of the winner's choice. Cruz defeated Kimmel 11–9, and over $80,000 was raised from the game and donated to the charities.
In November 2018, Kimmel launched his second production company, Kimmelot.
Kimmel was the host and co-executive producer of a celebrity edition of Who Wants to Be a Millionaire, which premiered for the show's 20th anniversary in 2020 and ran until 2021. It premiered on April 8, 2020, on ABC.
In June 2020, it was announced that Kimmel would return to host the 72nd Primetime Emmy Awards on September 20, 2020. It was also announced that he was taking the summer off amid a brewing blackface controversy. Later, videos surfaced of Kimmel using racial slurs in a music video. Also, during an interview in 2009 with Megan Fox, Kimmel made a joke in response to Fox speaking out about being sexualized at age 15 by Michael Bay. Kimmel later issued an apology for his actions and for taking a long time to address the criticism. He said, "There is nothing more important to me than your respect, and I apologize to those who were genuinely hurt or offended by the makeup I wore or the words I spoke." Kimmel explained the blackface was part of a recurring impression of basketball player Karl Malone that continued on The Man Show: "We hired makeup artists to make me look as much like Karl Malone as possible. I never considered that this might be seen as anything other than an imitation of a fellow human being, one that had no more to do with Karl's skin color than it did his bulging muscles and bald head." He also denied that his going on vacation was due to the blackface controversy, saying the vacation had been planned for over a year; he has since made it a tradition to have guest hosts for the talk show each year in July and August and take the summer off.
Books
In July 2019, Kimmel released his first book, The Serious Goose, an interactive children's picture book featuring his own illustrations that tasks readers with helping to make the serious goose smile.
Podcasts
On August 30, 2023, Kimmel began hosting the comedy podcast Strike Force Five with Jimmy Fallon, Seth Meyers, Stephen Colbert, and John Oliver to support their staff members out of work due to the 2023 Writers Guild of America strike.
Influences
Kimmel's biggest influences in comedy are David Letterman and Howard Stern. Kimmel has said of Letterman, "His show was just so weird and different. I'd never seen anything like it. I didn't know anyone who had a sense of humor like that." Kimmel has often joked that the only reason he got into show business was to be friends with Letterman; he has also questioned why anybody would watch his show instead of Letterman's.
Kimmel wrote a piece for Time about his love for Letterman, saying:As I write this, there are only ten shows left before the funniest, most inventive and smartest man who ever wore an Alka Seltzer suit goes fishing for good. None of us who discovered Dave on our own and claimed him as our own will ever be able to satisfactorily explain to the younger people who didn't what he did, what he meant and what he means. I guess it doesn't matter. It's only an exhibition, not a competition. Thanks Dave. For whatever it's worth, you're my favorite.
Personal life
Kimmel is a practicing Catholic. He has spoken publicly about having narcolepsy.
Kimmel married Gina Maddy in 1988; they divorced in 2002. Their daughter Katherine was born in 1991 and their son Kevin was born in 1993. He had a relationship with comedian Sarah Silverman from 2002 to March 2009.
Kimmel started dating Molly McNearney, a co-head writer for Jimmy Kimmel Live, in October 2009. They were engaged in August 2012 and married in July 2013. Their daughter Jane was born in July 2014.
Their second child, William "Billy" John, was born on April 21, 2017. He was born with a rare congenital heart defect, tetralogy of Fallot (TOF) with pulmonary atresia, which was first detected when he had a purplish appearance at three hours after birth. He underwent successful surgery at three days of age. The first guests Kimmel had when his show returned following his son's birth were cardiac surgeon Mehmet Oz, who explained the condition, and snowboarder Shaun White, who was born with TOF. Kimmel later cited his son's condition in a monologue criticizing a previous guest, Senator Bill Cassidy, who had co-authored a congressional healthcare bill, for not living up to the "Jimmy Kimmel test" regarding access for patients with preexisting conditions. The monologue was widely discussed as part of the wider debate about the American healthcare system.
In 2020, Kimmel learned that he and Martha Stewart are cousins through a genealogy report on the TV show Finding Your Roots.
Interests
Kimmel plays the bass clarinet, and was a guest performer at a concert in Costa Mesa, California, on July 20, 2008, featuring The Mighty Mighty Bosstones, performing with the group on the song "The Impression That I Get".
Kimmel co-founded the annual Los Angeles Feast of San Gennaro, a New York City annual tradition, and co-hosted the eighth annual Los Angeles version in 2009.
In 2018, he fundraised for U.S. Senate candidate Jacky Rosen.
In 2021, Kimmel became the title sponsor of the LA Bowl, a college football bowl game to be played annually in Los Angeles. The game became officially known as the Jimmy Kimmel LA Bowl.
Filmography
Film
Television
As executive producer
Video games
Discography
"Joel the Lump of Coal" from Don't Waste Your Wishes with The Killers
Awards and nominations
References
External links
ABC Jimmy Kimmel Live website
1967 births
Living people
20th-century American comedians
20th-century American male actors
20th-century American male writers
20th-century American screenwriters
20th-century Roman Catholics
21st-century American comedians
21st-century American male actors
21st-century American male writers
21st-century American screenwriters
21st-century Roman Catholics
American game show hosts
American male comedians
American male film actors
American male screenwriters
American male television actors
American male television writers
American male voice actors
American people of German descent
American radio personalities
American Roman Catholics
American television producers
American television talk show hosts
American television writers
American writers of Italian descent
Arizona State University alumni
Catholics from Nevada
Catholics from New York (state)
Comedians from Nevada
Comedians from New York City
Daytime Emmy Award for Outstanding Game Show Host winners
Daytime Emmy Award winners
Late night television talk show hosts
Male actors from Nevada
Male actors from New York City
People from Mill Basin, Brooklyn
People with narcolepsy
Primetime Emmy Award winners
Screenwriters from Nevada
Screenwriters from New York (state)
Television producers from New York City
Television producers from New York (state)
University of Nevada, Las Vegas alumni
Who Wants to Be a Millionaire?
Writers from Brooklyn
Writers Guild of America Award winners
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https://en.wikipedia.org/wiki/Crystal%20Palace%20F.C.
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Crystal Palace F.C.
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Crystal Palace Football Club, commonly referred to as Palace, is a professional football club based in Selhurst in the Borough of Croydon, South London, England, which competes in the Premier League, the highest level of English football. Although formally created as a professional outfit in 1905 at the Crystal Palace Exhibition building, the club claim their foundation date to be as far back as 1861, after a disputed lineage was found to an amateur Crystal Palace football team who first played on a cricket pitch inside the Palace grounds. The club used the FA Cup final stadium situated inside the grounds of the Palace for their home games between 1905 and 1915, when they were forced to leave due to the outbreak of the First World War. In 1924, they moved to their current home at Selhurst Park.
The amateur club became one of the original founder members of the Football Association in 1863, and competed in the first ever FA Cup competition in 1871–72, but disappeared from historical records around 1876. Crystal Palace returned to existence as a professional outfit in 1905, initially playing in the Southern League. They joined the Football League in 1920, and have overall mainly competed in the top two tiers of English football. Since 1964, Palace have only dropped below the second tier once, for three seasons between 1974 and 1977. During their period in the top flight in the late 1980s and early 1990s, the club achieved their highest ever league finish of third place in the old First Division, now known as the Premier League, in the 1990–91 season. Palace were unfortunate to miss out on qualification for the UEFA Cup at the end of that season due to the limited number of European places available to English clubs after the lifting of the UEFA ban caused by the Heysel Stadium disaster. It was also during this period that Palace reached the 1990 FA Cup final, losing to Manchester United after a replay, and they became founder members of the Premier League in 1992.
Following their relegation from the Premier League in 1998, Palace went into decline after suffering financial problems which resulted in the club going into administration twice in 1999 and 2010, but they recovered and returned to the Premier League in 2013 where they have remained ever since, and reached another FA Cup final in 2016, again finishing runners-up to Manchester United.
The club's kit colours were claret and blue until 1973, when they changed to the red and blue vertical stripes worn today. Palace have a long-standing and fierce rivalry with Brighton & Hove Albion, and also share strong rivalries with fellow South London clubs Millwall and Charlton Athletic.
History
The Exhibition Palace and original amateur club (1854–1905)
In 1854, the Crystal Palace Exhibition building had been relocated from Hyde Park, London and rebuilt in an area of South London next to Sydenham Hill. This area was renamed Crystal Palace which included the Crystal Palace Park that surrounded the site where various sports facilities were built. The Crystal Palace Company who owned the exhibition building founded the Crystal Palace Club in 1857 to play cricket before turning their attention to football. It had been lobbied by existing members of the cricket club to provide a continuation of sporting activities during the winter months. The company formed an amateur Crystal Palace football club in 1861. Many of its original players were members of the cricket club, and they shared the same pitch within the Crystal Palace Park.
The amateur club became one of the original founder members of the Football Association in 1863, and competed in the first ever FA Cup competition in 1871–72, reaching the semi-finals where they lost to the Royal Engineers. They played in the FA Cup over the next four seasons, but disappeared from historical records after a match against Barnes F.C. on 18 December 1875. In 1895, the Football Association found a new permanent venue for the FA Cup final at the sports stadium situated inside the Palace grounds. Some years later the Crystal Palace Company, who were reliant on tourist activity for their income, sought fresh attractions for the venue, and decided to form a new professional football club to play at the stadium. The owners wanted a club to play there and tap into the vast crowd potential of the area.
Birth of the professional club and playing at the FA Cup final venue (1905–1920)
The professional Crystal Palace football club was formed on 10 September 1905 under the guidance of Aston Villa assistant secretary Edmund Goodman. The club applied for election to the Football League, but were rejected and instead found itself in the Southern League Second Division for the 1905–06 season. Palace were successful in their inaugural season achieving promotion to the Southern League First Division, crowned as champions. They also played in the mid-week United League, finishing runners-up to Watford, and it was in this competition that the club played their first match, winning 3–0 away to New Brompton.
Palace remained in the Southern League up until 1914, their one highlight the 1907 shock First Round victory over Newcastle United in the FA Cup. The outbreak of the First World War led to the Admiralty requisitioning the Crystal Palace and its grounds, which meant the club was forced to leave and they moved to the home of nearby West Norwood F.C. at Herne Hill Velodrome. Three years later they moved again to the Nest following the demise of Croydon Common F.C.
1913 attempted FA Cup final bombing
The Palace stadium was almost destroyed in an attempted terrorist bombing of the 1913 FA Cup final, when the suffragettes of the Women's Social and Political Union, plotted to blow up the stands. This was part of the suffragette bombing and arson campaign, in which the suffragettes carried out a series of politically motivated bombing and arson attacks nationwide, as part of their campaign for women's suffrage.
Into the Football League (1920–1958)
The club became founder members of the new Football League Third Division in the 1920–21 season, finishing as champions and gaining promotion to the Second Division. This achievement meant they joined Preston North End, Small Heath, Liverpool, and Bury as the only clubs at that time to have won a championship in their first season as a league club. Palace then moved to a new stadium Selhurst Park in 1924, where the club still play their home games today.
The opening fixture at Selhurst Park was against The Wednesday, with Palace losing 0–1 in front of a crowd of 25,000. Finishing in twenty-first position, the club were relegated to the Third Division South. Before the Second World War, Palace made good efforts at promotion, mostly finishing in the top half of the table and were runners-up on three occasions. During the war years, the Football League was suspended, and the club won two Wartime Leagues. After the war, Palace were less successful in the league, their highest position being seventh, and conversely on three occasions the club had to apply for re-election.
Historic Real Madrid visit and promotion to the top flight (1958–1973)
The club remained in the Third Division South up until the end of the 1957–58 season, after which the league was restructured with clubs in the bottom half of the Third Division South merging with those in the bottom half of the Third Division North to form a new Fourth Division. Palace had finished fourteenth – just below the cut – and therefore found itself in the basement of English football. Their stay was only brief. Palace chairman Arthur Wait appointed the ex-Tottenham manager Arthur Rowe in April 1960, and his exciting style of football was a joy to watch for the Palace fans. The 1960–61 season saw Palace gain promotion and they also achieved distinction in 1962 when they played the great Real Madrid team of that era in an historic friendly match. This was the first time that the Spanish giants had ever played a match in London and was only two weeks before they were due to play Benfica in the European Cup final. A full strength Madrid team beat Palace 4–3. Although Rowe resigned due to health reasons towards the end of 1962, the promotion proved a turning point in the club's history. Dick Graham and then Bert Head guided Palace to successive promotions in 1963–64 and 1968–69, taking the club through the Second Division and into the heights of the First Division.
Palace stayed in the top flight from 1969 until 1973, and achieved some memorable results, arguably the best was a 5–0 home win against Manchester United in the 1972–73 season. Arthur Wait stepped down as chairman during that season and was replaced by Raymond Bloye who appointed Malcolm Allison as manager in March 1973, with Bert Head moving upstairs to become general manager. Unfortunately the managerial change came too late to save the club from relegation back to the Second Division.
Bouncing between the divisions (1973–1984)
After the disappointment of relegation, worse was to follow for the club. Under the management of Allison, Palace were immediately relegated again and found themselves back in Division Three for the 1974–75 season. It was also under Allison that the club changed its nickname from "The Glaziers" to "The Eagles", and ended its association with claret and blue kit colours by changing to the red and blue vertical stripes worn today. Palace enjoyed a run to the semi-finals of the 1975–76 FA Cup, beating Leeds and Chelsea along the way, but lost 0–2 in the semi-final at Stamford Bridge to the eventual winners, Southampton. Allison resigned at the end of the 1975–76 season after failing to get the club out of the third tier, and it was under Terry Venables' management that Palace moved back up to the top flight with promotions in 1976–77 and 1978–79; the latter saw the club crowned as Division Two champions.
That team from 1979 was dubbed the "Team of the Eighties", because it included a number of very talented young players who had emerged from the youth team which won the FA Youth Cup in 1976–77 and 1977–78, and they were briefly top of the whole Football League in the early part of the 1979–80 season. However, financial difficulties suffered by the club caused the break-up of that group of players, and this ultimately led to Palace being unable to maintain its position in the top flight. Palace were relegated from the First Division in 1980–81, coinciding with Ron Noades's takeover of the club. They struggled back in the second tier, and Noades even appointed the ex-Brighton manager Alan Mullery, which was very unpopular with the Palace fans.
Steve Coppell years (1984–1993)
On 4 June 1984, former Manchester United and England player Steve Coppell who had recently retired from the game due to injury was appointed as manager, and he rebuilt the club steadily over the next few years which resulted in the Eagles achieving promotion back to the top flight via the play-offs in 1988–89. Palace followed this up by reaching the 1990 FA Cup final, drawing 3–3 with Manchester United after extra-time in the first match, but losing the replay 0–1. The club were able to build on this success and the 1990–91 season saw them achieve their highest ever league finish of third place in the top flight. Palace were unfortunate to miss out on a European place at the end of that season partly due to the UEFA ban on English clubs caused by the Heysel Stadium disaster. Though by that time the ban had been lifted, it resulted in England being unranked in the UEFA coefficient rankings used that season, which meant the English top flight was only entitled to one European place in the UEFA Cup, and this went to the runners-up Liverpool. The club also returned to Wembley and won the Full Members Cup beating Everton 4–1 after extra-time in the final. During the following season star striker Ian Wright left the club to join Arsenal. Palace finished tenth, allowing the club to become a founding member of the Premier League in 1992–93.
The club sold Mark Bright to Sheffield Wednesday, but failed to rebuild the squad adequately, and they struggled to score goals throughout the season. Palace were relegated with a total of 49 points, which is still a Premier League record for the highest number of points for a relegated club. Coppell resigned and Alan Smith, his assistant at the club, took over as manager.
The yo-yo years (1993–1998)
Alan Smith's first season as manager saw Palace win the First Division title and gain promotion back to the Premier League. Their stay on this occasion proved both eventful and controversial. On 25 January 1995, Palace played Manchester United at Selhurst Park in which United forward Eric Cantona was sent off. He was taunted by Palace fan Matthew Simmons, and retaliated with a flying kick. Cantona was sentenced to two weeks in jail, reduced to 120 hours community service on appeal. Simmons was immediately banned from Selhurst Park, and later found guilty on two charges of threatening Cantona. More was to follow in March, when Palace striker Chris Armstrong was suspended by the FA for failing a drugs test. On the field, Smith guided the club to the semi-finals of both the FA Cup and the League Cup, but league form was inconsistent and Palace once again found themselves relegated, finishing fourth from bottom as the Premier League was reduced from 22 to 20 clubs.
Smith left the club and Steve Coppell returned as technical director in the summer of 1995, and through a combination of the first-team coaching of Ray Lewington and latterly Dave Bassett's managership, Palace reached the play-offs. They lost the 1996 First Division play-off final in dramatic fashion when Steve Claridge scored in the last minute of extra-time for Leicester City to win 2–1. The following season saw Coppell take charge as first-team manager when Bassett departed for Nottingham Forest in early 1997. The club reached the play-offs for the second year running and this time achieved promotion back to the Premier League, when they defeated Sheffield United 1–0 in the final at Wembley.
This stay in the Premier League was no more successful than the previous two, and in true yo-yo club fashion Palace were relegated back to the First Division at the end of the 1997–98 season. The club also had a new owner when recruitment tycoon Mark Goldberg completed his takeover in June 1998.
Financial crisis (1998–2010)
Terry Venables returned to Palace for a second spell as manager and the club competed in European competition during the summer when they played in the UEFA Intertoto Cup. Palace then went into administration in 1999, when owner Mark Goldberg was unable to sustain his financial backing of the club. Venables left and Steve Coppell took over again as manager. The club emerged from administration under the ownership of Simon Jordan, and Coppell was replaced as manager by Alan Smith for a second time. Palace were almost relegated to the third tier in Jordan's first season, in 2000–01. Smith was sacked in April and long-serving coach Steve Kember took over as caretaker manager and he managed to win the two remaining fixtures that would guarantee Palace survival, with Dougie Freedman scoring the winner in the 87th minute on the final day of the season, securing a 1–0 victory over Stockport County. Former Manchester United captain Steve Bruce was appointed manager for the 2001–02 season. A good start to the season gave Palace hope for a promotion challenge, but Bruce attempted to walk out on the club after just four months in charge following an approach from Birmingham City to become their new manager. After a short spell on gardening leave, Bruce was eventually allowed to join Birmingham, and was succeeded by Trevor Francis, who had been his predecessor at the West Midlands club.
Under Francis, Palace finished mid-table for two successive seasons, but he was then sacked, and replaced by Steve Kember, who became permanent manager. The club won their opening three games of the 2003–04 season under Kember, which put them at the top of the table, but he was sacked in November after a terrible loss of form saw Palace slip towards the relegation zone. Former Palace striker Iain Dowie was appointed manager and guided the club to the play-off final, securing promotion with a 1–0 victory over West Ham. Again Palace could not maintain their place in the top tier and were relegated on the last day of the season after drawing at local rivals Charlton Athletic.
Following that relegation, Simon Jordan was unable to put the club on a sound financial footing over the next few years, and in January 2010, Palace were once again placed in administration, this time by a creditor. Due to the Football League's regulations, the club were deducted ten points, and the administrators were forced to sell key players including Victor Moses and José Fonte. Neil Warnock had also departed as manager in the early part of 2010. He had been appointed in 2007, replacing the former Palace favourite Peter Taylor who had a brief spell as manager. Paul Hart took over as caretaker manager for the final weeks of the season. Survival in the Championship was only secured on the final day of the season after a memorable 2–2 draw at Sheffield Wednesday, which was itself relegated as a result.
During the close of that season, CPFC 2010, a consortium consisting of several wealthy fans, successfully negotiated the purchase of the club. They were led by Steve Parish, the vocal representative for the consortium of four that also included Stephen Browett, Jeremy Hosking and Martin Long. Crucially, the consortium also secured the freehold of Selhurst Park, and paid tribute to a fans' campaign which helped pressure Lloyds Bank into selling the ground back to the club.
Established back in the Premier League (2010–present)
The CPFC 2010 consortium swiftly installed George Burley as the new Palace manager. However a poor start to the following season saw the club hovering around the bottom of the table by December. On 1 January 2011, after a 0–3 defeat to Millwall, Burley was sacked and his assistant Dougie Freedman named caretaker manager. Just over a week later Freedman was appointed manager on a full-time basis. Palace moved up the table and by securing a 1–1 draw at Hull City on 30 April, the club was safe from relegation with one game of the season left. After another year and a half as manager, Freedman departed to manage Bolton Wanderers on 23 October 2012.
In November 2012, Ian Holloway became the new Palace manager. He guided the club back to the Premier League after an eight-year absence by defeating Watford 1–0 in the Championship play-off final at the new Wembley, but resigned in October 2013. Following a brief spell under Tony Pulis, and an unsuccessful second tenure for Neil Warnock, former Palace player Alan Pardew was confirmed as the new manager in January 2015. In his first full season, Pardew led the club to the 2016 FA Cup final, their first for 26 years. Palace met Manchester United who they had lost to in the 1990 final, and the Eagles suffered disappointment again losing 1–2 after extra-time. In December 2016, Pardew was sacked and replaced by Sam Allardyce, who kept the club in the Premier League, but resigned unexpectedly at the end of the season. On 26 June 2017, Palace appointed Frank de Boer as their first ever permanent foreign manager. He was dismissed after only 77 days in charge, with the club having lost their first four league games at the start of the 2017–18 season while failing to score in any of them. Former England manager Roy Hodgson was appointed as the club's new manager the next day. Palace finished in eleventh-place in the Premier League in Hodgson's first season, twelfth in the 2018–19 season and fourteenth the following season.
On 18 May 2021, the club announced Hodgson would be leaving at the end of the 2020–21 season, upon the expiration of his contract, having achieved a second consecutive fourteenth-place finish in his last season at the club. On 4 July 2021, Palace appointed the former Arsenal captain Patrick Vieira as their new manager on a three-year contract. Despite guiding the club to an FA Cup semi-final and a twelfth-place league finish in his first season, Vieira was sacked the following season on 17 March 2023, after a winless run of 12 games left the club three points above the relegation zone. On 21 March, Hodgson was re-appointed Palace manager until the end of the season. He guided the club to safety, finishing comfortably in eleventh-place at the end of the 2022–23 season. On 3 July 2023, Hodgson was appointed permanent manager for a second time.
Colours and crest
The original amateur club wore blue and white hooped shirts with blue shorts, although there were variations on this, it is thought their first ever kit in 1861 was light blue and white halves. When the professional Crystal Palace club was created in 1905, its choice of colours were originally claret and blue shirts paired with white shorts and socks tending to be claret. This was a result of the important role in the club's formation played by Edmund Goodman, an Aston Villa employee who later became Palace manager. The club kept to this formula fairly consistently until 1938, when they decided to abandon the claret and blue and adopt white shirts and black shorts with matching socks. They returned to claret and blue from 1949 to 1954, but in 1955 the club reverted to white and black, using claret and blue trim.
There were variations on this theme until 1963, when the club adopted the away strip of yellow shirts as its home colours. In 1964, the club changed to an all-white strip modelled on Real Madrid whom Palace had played recently in a friendly, before they returned to claret and blue jerseys with white shorts in 1966. The club continued with variations on this theme up until Malcolm Allison's arrival as manager in 1973. Allison overhauled the club's image, adopting red and blue vertical stripes for colours and kit, inspired by FC Barcelona. Palace have played in variations of red and blue ever since, bar the centenary season of 2005 which saw them wear a version of their 1971–72 claret, blue and white kit.
The club was relatively late in establishing a crest. Although the initials were embroidered onto the shirt from the 1935–36 season, a crest featuring the façade of The Crystal Palace did not appear until 1955. This crest disappeared from the shirt in 1964, and the team's name appeared embroidered on shirts between 1967 and 1972. A round badge was then adopted in 1972, with the club's initials and nickname the "Glaziers" before Allison changed this too. The club's nickname became the "Eagles", inspired by Portuguese club Benfica, with the badge showing the image of an eagle holding a ball. This emblem remained until 1987 when the club married the eagle with the Crystal Palace façade, and although updated in 1996 and again in 2012, the crest retains these features. In June 2022, the club changed the year of its crest from 1905 to 1861, reflecting when the original Crystal Palace Football Club was established.
From mid-2010 to 2020, the club made use of an American bald eagle, called Kayla, as the club mascot, with the bird flying from one end of the stadium to the other at every home game. The bird died in June 2020.
Kit manufacturers and sponsors
Since 2022, Crystal Palace's kit has been manufactured by Macron. Previous manufacturers include Umbro (1975–77), Admiral (1977–80, 1987–88, 2003–04), Adidas (1980–83, 1996–99), Hummel (1984–87), Bukta (1988–92), Ribero (1992–94), Nutmeg (1994–96), TFG Sports (1999–2001) Le Coq Sportif (2001–03), Diadora (2004–07), Erreà (2007–09), Nike (2009–12), Avec (2012–14), Macron (2014–18, 2022–present), Puma (2018–22).
The club's shirts are currently sponsored by cinch, and have previously been sponsored by Red Rose (1983–84), Top Score (1985–86), AVR (1986–87), Andrew Copeland (1987–88), Fly Virgin (1988–91), Tulip Computers (1991–93), TDK (1993–99), Churchill Insurance (2000–06), GAC Logistics (2006–14), Neteller (2014–15), Mansion.com (2015–17), ManBetX (2017–20), W88 (2020–22) and Cinch (2022-present).
The club signed its first sleeve sponsor with All Football, a Chinese football-based social media application, in 2017.
In 2023, Crystal Palace and Kaiyun sports announced their joint partnership for the company to become the club's official new sleeve sponsor.
Stadium
In 1905, the Crystal Palace Company who owned the FA Cup final venue situated inside the grounds of The Crystal Palace, wanted a professional club to play there and tap into the vast crowd potential of the area. They formed a new professional Crystal Palace football club to play at the stadium. When the First World War broke out, the Palace and grounds were seized by the armed forces, and in 1915 the club were forced to move by the Admiralty. They found a temporary base at the Herne Hill Velodrome. Although other clubs had offered the use of their ground to Palace, the club felt it best to remain as close to their natural catchment area as possible. When Croydon Common F.C. were wound up in 1917, the club took over their old stadium located at the Nest, but in 1919 they began the purchase of the land on which they would eventually build Selhurst Park, their current home.
The renowned stadium architect Archibald Leitch was employed to draw up plans, and the construction of Selhurst Park was completed in time for the 1924–25 season. The stadium remained relatively unchanged, with only the introduction of floodlights and some maintenance improvements until 1969, when the Arthur Wait Stand was built. The Main Stand became all-seater in 1979 and more work followed in the early 1980s when the Whitehorse Lane End was redeveloped to allow for a Sainsbury's supermarket, club offices and a club shop. The Arthur Wait Stand became all-seater in 1990, and in 1994 the Holmesdale Terrace was replaced with a new two tier stand. Selhurst Park's record attendance was set in 1979, with an official total of 51,482. After all the redevelopments to the ground and safety requirements due to the Taylor Report, the ground's current capacity is 25,486. In 2011, proposals were put forward to move the club back to their original home at the Crystal Palace National Stadium, but after the club gained promotion to the Premier League in 2013, there has been a renewed focus on redeveloping Selhurst Park into a 40,000 seater stadium.
Revised plans for a new 13,500-seater Main Stand (extending overall stadium capacity to 34,000) were approved at a Croydon Council meeting on 19 April 2018.
Supporters
Crystal Palace have a fan base predominantly from the local area which draws on South London, Kent, and Surrey. Their original home at The Crystal Palace was on the boundary with Kent, while Selhurst Park was within Surrey's borders until the London Government Act 1963 saw Greater London encompass Croydon. The club's passionate support at home games emanates from the Holmesdale Road Stand, in which the ultras group the Holmesdale Fanatics have been based since 2005.
The fans have established at least two other supporters groups. The Palace Independent Supporters' Association was set up to raise supporter concerns with the club, while the Crystal Palace Supporters' Trust was originally established to enable fans to purchase the club during the administration of 2000 and remains in existence today.
A number of fanzines have been produced by the supporters over the years. Eagle Eye was launched in 1987 and ran until 1994, with a number of contributors producing the replacement Palace Echo in 1995, which ran until 2007. The Eastern Eagles, So Glad You're Mine and One More Point were also published by fans in the 1990s. When One More Point ceased publication, Five Year Plan was launched in its place, and maintains an online presence. Supporters also engage in debate on two internet forums, The BBS and Holmesdale.net which the club use as channels to communicate with the fans.
Because Crystal Palace are a London club, they compete against a number of other local clubs for the attention of supporters, but it does have a recognisably large catchment area of 900,000. When the new owners took control in 2010, they sought the fans' input into future decisions. They consulted on a new badge design, and when their chosen designs were rejected, the club instead opted for a design based on a fans' idea from an internet forum. The club have strengthened their ties with the local community, and through the Crystal Palace F.C. Foundation, they work with the local London Boroughs of Croydon, Bromley and Sutton to provide sports and educational programmes which they also hope will continue to develop their supporter and geographical base. The Foundation's work was recognised by the Football League in August 2009 with their Silver Standard Community Scheme Award.
The club also enjoys a sizeable celebrity support. Kevin Day and Jo Brand host an annual comedy night for Comic Relief and the Palace Academy, and fellow comedians Eddie Izzard and Mark Steel are also staunch Palace fans. The actor Neil Morrissey developed Palace Ale, a beer on sale in the ground, while fellow actor Bill Nighy is patron of the Crystal Palace Children's Charity (CPSCC). Radio DJ David Jensen is chairman of the Crystal Palace Vice Presidents Club, and acted as spokesman for the CPFC 2010 consortium during their takeover bid for the club. Actor, writer and producer John Salthouse was on the books of Palace as a player from 1968 to 1970 under the name of John Lewis, and was also a mascot for the club as a child. He incorporated the club into his role as Tony in Abigail's Party. The television presenter Susanna Reid revealed her love of Palace while taking part in Strictly Come Dancing, and visited Selhurst Park for inspiration.
Rivalries
Due to their location in the capital, Crystal Palace are involved in a number of local derbies, mostly across South London. They enjoy rivalries with both Millwall and former tenants Charlton Athletic. The club have a long-standing and fierce rivalry with Brighton & Hove Albion which developed after Palace's relegation to the Third Division in 1974, reaching its height when the two teams were drawn together in the first round of the 1976–77 FA Cup. The tie went to two replays, but the second replay ended in controversy after referee Ron Challis ordered a successful Brighton penalty to be retaken because of Palace player encroachment. The retake was saved, Palace won the tie 1–0 and a fierce rivalry was born.
Ownership
The Crystal Palace Company formed both the amateur and professional clubs. The first chairman of the professional Crystal Palace club was Sydney Bourne who was found by club secretary Edmund Goodman after he had examined records of FA Cup final ticket purchasers. Goodman noted his name as one that had bought a number of tickets every year, and so met with Bourne and found him very agreeable to the idea of the new club. Bourne was invited onto the board of directors and elected chairman at the club's first ever meeting. He remained chairman until his death in 1930.
After Bourne's death, there were a number of short-term chairmanship appointments: Louis Bellatti (1930–1935), R.S. Flew (1935), Carey Burnett (1935–36), E.T. Truett (1936–1939), before Percy Harper's reign (1939–1950). Local builder Arthur Wait established a consortium of seven other businessmen to purchase the club in 1949, and took over from Harper in 1950, initially rotating the chairmanship. In 1958, Wait became the permanent chairman, lasting until 1972 when Raymond Bloye took over. Bloye's ownership lasted until 26 January 1981, when property developer Ron Noades and his consortium took control of the club. Noades eventually sold the club to Mark Goldberg on 5 June 1998, becoming the second-longest serving Palace chairman behind Sydney Bourne. However, Noades did maintain ownership of Selhurst Park, leasing it to the club to use. Goldberg's tenure of the club was not a success and Palace entered administration in March 1999. Although the fans established a group called the Crystal Palace Supporters' Trust in a bid to gain control of the club, millionaire and lifelong fan Simon Jordan negotiated a deal with creditors and the administrator, and a new company, CPFC 2000 took control. This company entered administration in January 2010, and it was not until June of that year that a takeover was completed by a consortium of four wealthy fans known as CPFC 2010.
CPFC 2010 was established by a consortium of four businessmen, Steve Parish, Martin Long, Stephen Browett and Jeremy Hosking, with each owning a 25% share of the company. The four successfully negotiated a takeover with the administrator Brendan Guilfoyle from the P&A Partnership and a company voluntary arrangement was formally accepted by company creditors on 20 August 2010. The consortium also purchased back Selhurst Park from Lloyds Bank after a demonstration by fans put pressure on the bank to agree terms.
In December 2015, American investors Josh Harris and David Blitzer each bought a 18% stake in the club as general partners, investing a total of £50 million with Parish remaining as chairman. In August 2021, another American investor John Textor bought a 40% stake worth £87.5 million.
Statistics and records
Jim Cannon holds the record for the most Crystal Palace appearances in all competitions, having played 660 first-team matches between 1973 and 1988. The defender also holds the record for the most league appearances, making 571. Striker Peter Simpson holds the record for the most goals scored in a season, 54 in the 1930–31 season in Division Three (South) and is also the top scorer over a career – 165 goals between 1929 and 1935. Goalkeeper Wayne Hennessey holds the club record for most international caps.
Crystal Palace were inaugural champions of the newly formed Third Division in 1920–21, which was also their first ever season in the Football League and so became one of only a small group of clubs to have achieved the feat of winning a Football League Division at the first time of asking. Their average league attendance of 19,092 in the 1960–61 season and the attendance of 37,774 for the Good Friday game at Selhurst Park between Palace and Millwall the same season are Fourth Division attendance records. Palace's official record home attendance is 51,482 for a Second Division match against Burnley on 11 May 1979. The club's biggest victory margin in the league was the 9–0 home win against Barrow in the Fourth Division in 1959, while their heaviest defeat in the league was by the same scoreline away to Liverpool in the First Division in 1989.
The highest transfer fee received for a Crystal Palace player is £50 million, from Manchester United for Aaron Wan-Bissaka in June 2019, while the highest transfer fee paid by the club to date was for Christian Benteke from Liverpool in August 2016, for £32 million.
The club's highest ever league finish so far is third place in the old Football League First Division, which is now called the Premier League, achieved in the 1990–91 season. Palace hold the record for the most points for a relegated Premier League club with 49 (although that was in a 42-game season in 1992–93). They are also the only club ever to be relegated from the Premier League, even though they finished fourth from bottom, as it had been decided at the end of the 1994–95 season, that the bottom four clubs would be relegated in order to accommodate the league being reduced from 22 to 20 clubs for the 1995–96 season; Palace's points total that season of 45 is also the second-highest points total in Premier League history for a relegated club. Palace hold the record for the most play-off final wins (4) resulting in promotion to the top flight. Each of these play-off final wins occurred at a different location: Selhurst Park in 1989 (the first leg of the two-legged final was played at Ewood Park in Blackburn), old Wembley Stadium in 1997, Millennium Stadium in Cardiff in 2004, and new Wembley in 2013.
Players
First-team squad
Out on loan
Youth academy
Notable former players
Players with over 100 appearances for Crystal Palace can be found here
All past (and present) players who are the subjects of Wikipedia articles can be found here
Crystal Palace "Centenary XI"
To celebrate the professional Crystal Palace F.C.'s centenary in 2005, the Palace fans were asked to vote for a "Centenary XI" from a shortlist of ten players per position provided by the club.
Nigel Martyn (1989–96)
Paul Hinshelwood (1974–83)
Chris Coleman (1991–95)
Jim Cannon (1972–88)
Kenny Sansom (1975–80)
John Salako (1986–95)
Geoff Thomas (1987–93)
Andy Gray (1984–87, 1989–92)
Attilio Lombardo (1997–99)
Andrew Johnson (2002–06, 2014)
Ian Wright (1985–91)
Coaching staff
Managers
Statistics are complete up to and including the match played 27 October 2023. Not including caretaker managers. All competitive matches are counted.
Honours and achievements
Leagues
English first tier (currently the Premier League)
Highest finish: 3rd place, 1990–91
English second tier (currently the EFL Championship)
Champions (2): 1978–79, 1993–94
Runners-up (1): 1968–69
Play-off winners (4) (record): 1988–89, 1996–97, 2003–04, 2012–13
Play-off runners-up (1): 1995–96
English third tier (currently EFL League One)
Champions (1): 1920–21
Runners-up (4): 1928–29 (South), 1930–31 (South), 1938–39 (South), 1963–64
English fourth tier (currently EFL League Two)
Runners-up (1): 1960–61
Cups
FA Cup
Runners-up (2): 1989–90, 2015–16
Full Members Cup
Winners (1): 1990–91
Wartime
Football League South
Champions (1): 1940–41
Football League South 'D' Division
Champions (1): 1939–40
Regional
Southern Football League Division One
Runners-up (1): 1913–14
Southern Football League Division Two
Champions (1): 1905–06
United League
Champions (1): 1906–07
Runners-up (1): 1905–06
Southern Professional Floodlit Cup
Runners-up (1): 1958–59
London Challenge Cup
Winners (3): 1912–13, 1913–14, 1920–21
Runners-up (6): 1919–20, 1921–22, 1922–23, 1931–32, 1937–38, 1946–47
Surrey Senior Cup
Winners (3): 1996–97, 2000–01, 2001–02
Kent Senior Shield
Winners (1): 1911–12
Runners-up (1): 1912–13
In popular culture
In the 1999 Michael Winterbottom film Wonderland, the scenes of the character Dan and his son at a football match were filmed at Selhurst Park during Crystal Palace's 1–1 draw against Birmingham City on 6 February 1999. In the Mike Leigh play Abigail's Party, the character Tony mentions that he used to play professionally for Crystal Palace but it "didn't work out", something actor John Salthouse brought to the character in rehearsals based on his own life. Salthouse also incorporated the club into the children's television series he wrote, Hero to Zero, in which the father of the main character once played for Palace reserves. In the first series of Only Fools and Horses, a Crystal Palace scarf could be seen on the coat rack, placed there by producer Ray Butt, even though Rodney's middle name was Charlton, as Del revealed on Rodney's wedding day: their mother was a fan of "Athletic" not "Heston". Headmaster Keith Blackwell, who played Palace mascot "Pete the Eagle" in the late nineties, fronted a series of Coca-Cola advertisements in 1996. Blackwell spoke about his role and the embarrassment it brought to his family, and clips of him in costume were used in the campaign.
The 2008 episode of The IT Crowd, "Are We Not Men?", used Selhurst Park to film the crowd scenes.
The Apple TV series Ted Lasso filmed its stadium scenes at Selhurst Park.
After the Dave Clark Five performed "Glad All Over" at Selhurst Park in 1968, the song became synonymous with the club, and the Palace fans sing it at every match.
Crystal Palace F.C. was the subject of an Amazon Prime Video five-part series released in 2021 called When Eagles Dare, which documented the club's 2012–13 season when they achieved promotion to the top flight via the Championship play-offs.
Crystal Palace Women
Crystal Palace F.C. (Women) is a women's football club founded in 1992, which is affiliated to the men's club. They currently compete in the FA Women's Championship and play their home games at Gander Green Lane, Sutton, London.
Crystals cheerleaders
The "Crystals" or "Crystal Girls" are the official cheerleading squad of Crystal Palace F.C. which is the only club in English football that has NFL-style cheerleaders. They were established in 2010 and perform before each home match and during half-time. The squad also perform at charity events as ambassadors for the club as well as mentoring girls and young women throughout the UK.
Notes
References
Bibliography
Matthews, Tony (editor). We All Follow The Palace. Juma, 1998.
Citations
Further reading
The Crystal Palace Story by Roy Peskett, published by Roy Peskett Publishing Ltd (1969). .
100 Years of Crystal Palace Football Club by Rev. Nigel Sands, published by The History Press Ltd, (2005), .
Crystal Palace Football Club by Rev. Nigel Sands, published by NPI Media Group, (1999), .
Classic Matches: Crystal Palace FC by Rev. Nigel Sands, published by The History Press Ltd, (2002), .
Crystal Palace Miscellany by Neil McSteen, published by Legends Publishing, (2009), .
External links
Crystal Palace F.C. at Premier League
Crystal Palace F.C. at UEFA
Association football clubs established in 1905
Football clubs in England
Premier League clubs
English Football League clubs
Football clubs in London
Southern Football League clubs
1905 establishments in England
Crystal Palace, London
Companies that have entered administration in the United Kingdom
David Blitzer
Josh Harris
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https://en.wikipedia.org/wiki/Gladesville%20Bridge
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Gladesville Bridge
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Gladesville Bridge is a heritage-listed concrete arch road bridge that carries Victoria Road over the Parramatta River, linking the Sydney suburbs of Huntleys Point and Drummoyne, in the local government areas of Canada Bay and Hunter's Hill, in New South Wales, Australia. Despite its name, the bridge is not in Gladesville.
The Gladesville Bridge is a few kilometres upstream of the famous Sydney Harbour Bridge. When it was completed in 1964, Gladesville Bridge was the longest single span concrete arch ever constructed. Gladesville Bridge is the largest of a complex of three bridges, including Fig Tree Bridge and Tarban Creek Bridge, designed to carry traffic as part of the North Western Expressway. The bridge was the first phase of this freeway project that was to connect traffic from the via /Lane Cove, then through / to connect into the city. Due to community action the freeway project was abandoned by the Wran Government in 1977, leaving the Gladesville Bridge connecting the existing arterial roads.
The Gladesville Bridge was designed by Anthony Gee, G. Maunsell & Partners and Eugène Freyssinet and built from 1959 to 1964 by Reed & Mallik (Engineers, England) and Stuart Bros (Builders, Sydney). The property is owned by Transport for NSW. The bridge was added to the New South Wales State Heritage Register on 1 October 2014.
History
Europeans first settled in the Gladesville/Drummoyne area of Sydney soon after landfall at Sydney Cove. In the 1790s, Crown grants of lots were made available in the vicinity of Gladesville to encourage agricultural pursuits in the area. The future suburb of Gladesville remained isolated and rural until the 1850s when the earlier land grants were subdivided into large urban building blocks for the development of 'gentlemen's residences' for the wealthier colonists of NSW.
1881 bridge
To provide better access to Sydney, a wharf was soon erected on the Parramatta River at Gladesville and a two-lane steel lattice truss girder bridge with swing span was built across the river between Drummoyne and Huntleys Point. Remnants of the sandstone abutments of the original bridge still exist on the river banks to the south-west of the present bridge. This bridge carried a tramline and road traffic but did not accommodate pedestrians. This bridge, called the Gladesville Bridge, and also known as the Parramatta River Bridge, was opened on 1 February 1881.
The old Gladesville Bridge was constructed as part of a series of bridges built during the 1880s, which also saw the construction of the Fig Tree Bridge and the Iron Cove Bridge. It was the only crossing of the Parramatta River east of Parramatta at the time of construction, with punts and ferries (steamers) providing the main methods of crossing the river. The closest crossing to the bridge was the Bedlam Punt, which operated from 1829 through to 1881 between Punt Road in the present-day Gladesville and the Great North Road in present-day . This bridge was also constructed per agitation by the community on providing a tram service from Ryde to the city.
The 1881 Gladesville Bridge was about to the west of the modern bridge. This original bridge only carried one lane of traffic in each direction as well as a tramway. It featured a swing section on the southern end of the bridge that could be opened to permit sailing ships and steamers with high funnels to pass. 'Sixty miler' colliers from Newcastle would require the bridge to be opened to gain access to the Australian Gas Light Company (AGL) gasworks site at , (now redeveloped as ). The bridge stood on iron cylinders with a sandstone pier at each end of the bridge. The sandstone piers are all that remain today of the original bridge, with the northern pier adjacent to the Huntleys Point ferry wharf, and the southern in Howley Park in Drummoyne.
Current bridge
By the 1950s, due to a rapid growth in private car ownership and road freight transport in Sydney during the interwar and post World War 2 period, the traffic crossing the old Gladesville Bridge was becoming increasingly congested. With consistent interruptions and delays from the tramline and from shipping transportation along the Parramatta River, it was soon realised that a new bridge was required to alleviate the problem.
In the late 1950s, the Department of Main Roads (DMR) intended the replacement Gladesville Bridge to be a conventional steel truss of its own design. However, an alternative approach, prepared by English civil engineering firm G. Maunsell & Partners, was soon submitted by another English firm, Reed & Mallik Ltd which had teamed up with Sydney-based builders Stuart Brothers.
Civil engineer Guy Maunsell, having recently split from his professional business partners and seeking new international engineering opportunities, recognised that a concrete arch bridge would be a much better suited and economical solution for the new Gladesville Bridge than the steel truss the DMR had designed. However, winning the bridge contract was perhaps considered a long shot by the firm's partners and scarce resources were invested into the project from the outset. The firm's first graduate recruit, 22-year-old Anthony Gee, was given the task of developing Maunsell's preliminary drawings into a viable design from which Reed & Mallik Ltd and Stuart Brothers, could formulate a price. Due in part to the unprecedented nature of the design, the proposal was independently reviewed by internationally revered engineer, and pioneer of pre-stressed concrete methods, Eugene Freyssinet. Among the last works of Freyssinet's life, the proposed , six-lane, high level concrete arch bridge was soon extended to , the design accepted and the contract to build was issued.
DMR intended the new $6.3 million Gladesville Bridge to be part of the North Western Expressway, a larger program of road works that would act as a main artery to link Sydney with the northern suburbs, and through to Newcastle. Although the strategic project was finally abandoned in the 1970s, the new Gladesville Bridge started in December 1959, and took nearly five years to complete. It was officially opened by Princess Marina on 2 October 1964. The bridge was originally opened with six traffic lanes, but the extra-wide outer lanes enabled a later reconfiguration to take place. The bridge now has three northbound lanes and four southbound lanes, separated by a concrete median.
Design and construction
At the time when the bridge was planned, it was anticipated that extremely large vessels would need to pass underneath it in the years to come. This, as well as the topography of the site, explains why the bridge was designed with a high 61 metre (200 ft) clearance.
The construction of the new Gladesville Bridge was a noteworthy engineering achievement for its time and, being both daring and untried, its innovative design and construction set several new standards on the international stage. In many ways the construction echoed the Roman method of building arches using segmented units built over a temporary formwork. In Gladesville's case, these were hollow precast concrete blocks which were hoisted up from barges on the river, then moved down a railway on the top of the formwork into position. Every few blocks, special inflatable rubber gaskets were inserted. When all of the blocks in the arch (there are four parallel arches altogether, not seen in the picture) were in place, the gaskets were 'inflated' using synthetic hydraulic fluid, expanding the entire arch and lifting it away from the formwork to support its own weight. Once adjusted to the correct position, the gaskets were filled with liquid concrete, driving out the oil and setting to form a permanent solid arch. The formwork was then moved sideways and the next arch constructed in the same fashion. Once all four arches were erected, the deck was laid on top built from further precast concrete units. The arches bed into solid sandstone bedrock on either side of the river.
The bridge as originally tendered for this location was a rather conventional steel cantilever bridge, but one of the contractors tendered the alternative catenary arch design, recognising it was pushing the envelope of existing bridge-building knowledge. The contractor's designer was G Maunsell & Partners of London. Their alternative was accepted after submission to the famous bridge engineer Eugène Freyssinet, who approved the design with recommendations. The inflatable gasket method for example had been pioneered by Freyssinet on much earlier designs.
Gladesville Bridge was the first span concrete bridge in the world and had a substantial number of engineering and technical elements that made it a world-leading bridge design and construction achievement. It was also the first bridge, if not one of the first bridges, to utilise computer programming in its construction. As there was no suitable proprietary engineering software available at that time, the bridge designer (Anthony Gee of G. Maunsell & Partners) also wrote a suite of five computer programs for analysis and detailed design to guide its construction.
Having eclipsed Sweden's Sando Bridge (built in 1943 at ) to become the longest concrete arch span bridge in the world, the new Gladesville Bridge was an unprecedented success that attracted world-wide attention and interest. Measuring in length, above the water level, and wide, with wide pathways on either side, the scale of the new Gladesville Bridge established it as one of the landmark engineering achievements of the world.
In the 1970s, the roadway of Gladesville Bridge was widened from six to seven-lanes (without structural modification) to accommodate increased traffic flow. This widening was achieved by narrowing the generous width of the pedestrian walkways on either side of the roadway. Aside from this, the bridge has remained relatively unchanged since its completion in 1964.
Gladesville Bridge was named an Engineering Heritage International Marker upon its 50th anniversary on 1 October 2014; and was named an International Historic Civil Engineering Landmark on 15 December 2015.
Description
The Gladesville Bridge connects the suburbs of Gladesville (located on the northern bank of the Parramatta River) and Drummoyne (located on its southern and eastern sides). Gladesville Bridge is a four-box pre-stressed concrete arch with a span of . Its total length (including approaches) is . The roadway across the bridge is includes seven roadway lanes with pathway on either side.
The arch of the bridge is supported by concrete thrust blocks embedded into sandstone foundations on either side of Parramatta River. The bridge was constructed as four arches, each made from precast concrete box sections. Each rib of blocks was erected on a falsework system supported on piles. When the four arches were in place, they were stressed together (using the Freyssinet stressing system) by transverse cables passing through diaphragms.
On completion of the arch, the piers (stressed vertically using the Lee McCall system) were constructed on both the arch and approaches. These supported the deck which is a waffle construction of eight longitudinal pre-cast and pre-stressed "T" beams with four intermediate cast-in-place transverse beams per span, and with cast in place fillers between the "T" beams. At its northern end, the deck flares out from its six lanes to accommodate the diverging traffic lanes feeding both Victoria Road and Burns Bay Road.
Gladesville Bridge is the furthest east (downstream) of the crossings on Parramatta River. A short distance further east, Parramatta River enters Port Jackson, and the next crossing on Port Jackson is Sydney Harbour Bridge.
Condition
Still in active operation and serving heavy inner-city road traffic on a daily basis, the Gladesville Bridge appears to be in good physical condition due to regular maintenance works.
Modifications and dates
In the 1970s, the roadway of Gladesville Bridge was widened from six to seven-lanes (without structural modification) to accommodate an increased traffic flow over the bridge. This widening was achieved by taking in some of the generous width of the pedestrian walkways on either side of the roadway. Fencing along the north eastern side of the Gladesville Bridge appears to have been a later addition.
Bicycle and pedestrian access
The bridge has a footpath on both sides of the bridge. The path on the west side is under a metre wide, much too narrow to cycle on. The path on the east side is listed as a shared cycle path, but it is also only wide bound between a low barrier with a steel hand rail on the road side and a fence on the drop side. These barriers make the effective path approximately wide for two way cycle and pedestrian traffic.
Access from the northern end is via a pedestrian tunnel off Huntleys Point Road, directly under the bridge, with stairs. The bridge is not wheelchair accessible.
Heritage listing
As at 19 December 2013, Gladesville Bridge has state heritage significance as the longest concrete arch span bridge in the world at the time of its completion in 1964, being . One of only two of its type in NSW, Gladesville Bridge is considered to be a leading example of technical and engineering achievement on the international stage. An innovative design that set new global standards for design and construction, Gladesville Bridge was one of the first bridges in the world (if not, the first) to utilise computer programming in its construction. With particular social significance and an important association with a number of internationally acclaimed engineers and engineering firms (including G. Maunsell & Partners and Eugene Freyssinet), Gladesville Bridge is one of the landmark engineering achievements of the world. Gladesville Bridge was listed on the New South Wales State Heritage Register on 1 October 2014 having satisfied the following criteria.
The place is important in demonstrating the course, or pattern, of cultural or natural history in New South Wales.
Gladesville Bridge has state heritage significance as the longest concrete arch span bridge in the world at the time of its completion in 1964 (at 1000 feet, this record was held for 15 years until 1980). Considered to be a leading example of technical and engineering achievement, the Gladesville Bridge was an innovative design that set new standards for design and construction on the international stage. One of the landmark engineering achievements of the world, Gladesville Bridge was one of the first bridges in the world (if not, the first) to utilise computer programming in its construction.
The place has a strong or special association with a person, or group of persons, of importance of cultural or natural history of New South Wales's history.
Gladesville Bridge has state heritage significance for its association with a number of internationally acclaimed engineers and engineering firms. Designed by English firm G. Maunsell & Partners, the vision of the new Gladesville Bridge being a concrete arch bridge, rather than a more standard steel truss bridge, is attributed to Guy Maunsell. Maunsell was a revered British engineer and early developer of pre-stressed concrete. In the mid-20th century, at the time of the construction of Gladesville Bridge, G. Maunsell & Partners were applying their creative methods to building iconic bridges across the world. Gladesville Bridge is also associated with the celebrated French engineer, Eugene Freyssinet who reviewed the innovative and unprecedented design. A pioneer in using pre-stressed concrete in bridge construction, Freyssinet's contribution to the design of Gladesville Bridge was among the last works of his life.
The place is important in demonstrating aesthetic characteristics and/or a high degree of creative or technical achievement in New South Wales.
Gladesville Bridge has state heritage significance for its aesthetic and technical significance. Upon its construction in 1964, Gladesville Bridge was the longest concrete arch span bridge in the world and its innovative design set new standards for design and construction on the international stage. An internationally leading example of technical and engineering achievement, Gladesville Bridge was considered to be one of the landmark engineering achievements of the world. Built in an era when aesthetic qualities were given high priority, particularly on high-profile infrastructure projects, Gladesville Bridge is an impressive and visually distinctive structure that serves as an inner-city landmark from the road and river.
The place has a strong or special association with a particular community or cultural group in New South Wales for social, cultural or spiritual reasons.
Gladesville Bridge has state heritage significance for its social value to the community of NSW. The replacement of the 1881 Gladesville Bridge, and the development of the unrealised North-Western Expressway, was a major Department of Main Roads project that was instigated by, and responded directly to, the demands of the Sydney community. The crossing of Parramatta River at this point was considered to be a critical connection between the city and the northern suburbs. A critical link in the planned expressway to Newcastle, the new Gladesville Bridge was to alleviate traffic congestion and provide better access for the new residential suburbs and communities that were developing in the post-war period. Today, Gladesville Bridge is a landmark structure that continues to be a major arterial roadway servicing the Sydney community.
The place has potential to yield information that will contribute to an understanding of the cultural or natural history of New South Wales.
Gladesville Bridge has state heritage significance for its technical significance and, as such, may have potential to reveal information about its world-class standards of design and construction that led to the structure being considered a leading example of technical and engineering achievement.
The place possesses uncommon, rare or endangered aspects of the cultural or natural history of New South Wales.
Gladesville Bridge has state heritage significance as a rare example of a concrete arch span bridge in NSW. Gladesville Bridge is one of only two of its type in the state-the other is the nearby Tarban Creek Bridge which is a 300-foot bridge, built in 1965 as part of the same unrealised North-Western Expressway project that was also responsible for the construction of Gladesville Bridge. Although both were built by the same team, both Gladesville Bridge and Tarban Creek Bridge are distinctly different in their structural specifications and construction methods. The longest concrete arch span bridge in the world upon its construction (a record held for 15 years), Gladesville Bridge is now the seventh longest bridge of its type (in excess of 1000 feet) in the world. Eclipsed by the1280 foot Krk Bridge in Croatia (built in 1980), Gladesville Bridge continues to be the longest concrete arch span bridge in Australia.
The place is important in demonstrating the principal characteristics of a class of cultural or natural places/environments in New South Wales.
Gladesville Bridge is a representative example of the technological advancement of bridge design and construction in NSW. From the peak of the arch, one can witness the evolution of bridge engineering in Sydney - from the Sydney Harbour Bridge (1932), to the Gladesville Bridge (1964) to the ANZAC Bridge (1995). Replacing an earlier 1881 swing bridge and ferry service, Gladesville Bridge is also a representative example of a critical transport crossing across the Parramatta River.
Engineering heritage awards
The bridge received an Engineering Heritage International Marker from Engineers Australia as part of its Engineering Heritage Recognition Program and was designated as an International Historic Civil Engineering Landmark by the American Society of Civil Engineers.
Gallery
See also
List of bridges in Sydney
List of the largest arch bridges
References
Bibliography
Attribution
Further reading
External links
Deck arch bridges
Bridges in Sydney
Bridges completed in 1964
Concrete bridges in Australia
Road bridges in New South Wales
1964 establishments in Australia
New South Wales State Heritage Register
City of Canada Bay
Municipality of Hunter's Hill
Articles incorporating text from the New South Wales State Heritage Register
Parramatta River
Recipients of Engineers Australia engineering heritage markers
Historic Civil Engineering Landmarks
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https://en.wikipedia.org/wiki/List%20of%20particles
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List of particles
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This is a list of known and hypothesized particles.
Standard Model elementary particles
Elementary particles are particles with no measurable internal structure; that is, it is unknown whether they are composed of other particles. They are the fundamental objects of quantum field theory. Many families and sub-families of elementary particles exist. Elementary particles are classified according to their spin. Fermions have half-integer spin while bosons have integer spin. All the particles of the Standard Model have been experimentally observed, including the Higgs boson in 2012. Many other hypothetical elementary particles, such as the graviton, have been proposed, but not observed experimentally.
Fermions
Fermions are one of the two fundamental classes of particles, the other being bosons. Fermion particles are described by Fermi–Dirac statistics and have quantum numbers described by the Pauli exclusion principle. They include the quarks and leptons, as well as any composite particles consisting of an odd number of these, such as all baryons and many atoms and nuclei.
Fermions have half-integer spin; for all known elementary fermions this is . All known fermions except neutrinos, are also Dirac fermions; that is, each known fermion has its own distinct antiparticle. It is not known whether the neutrino is a Dirac fermion or a Majorana fermion. Fermions are the basic building blocks of all matter. They are classified according to whether they interact via the strong interaction or not. In the Standard Model, there are 12 types of elementary fermions: six quarks and six leptons.
Quarks
Quarks are the fundamental constituents of hadrons and interact via the strong force. Quarks are the only known carriers of fractional charge, but because they combine in groups of three quarks (baryons) or in pairs of one quark and one antiquark (mesons), only integer charge is observed in nature. Their respective antiparticles are the antiquarks, which are identical except that they carry the opposite electric charge (for example the up quark carries charge +, while the up antiquark carries charge −), color charge, and baryon number. There are six flavors of quarks; the three positively charged quarks are called "up-type quarks" while the three negatively charged quarks are called "down-type quarks".
Leptons
Leptons do not interact via the strong interaction. Their respective antiparticles are the antileptons, which are identical, except that they carry the opposite electric charge and lepton number. The antiparticle of an electron is an antielectron, which is almost always called a "positron" for historical reasons. There are six leptons in total; the three charged leptons are called "electron-like leptons", while the neutral leptons are called "neutrinos". Neutrinos are known to oscillate, so that neutrinos of definite flavor do not have definite mass, rather they exist in a superposition of mass eigenstates. The hypothetical heavy right-handed neutrino, called a "sterile neutrino", has been omitted.
Bosons
Bosons are one of the two fundamental particles having integral spinclasses of particles, the other being fermions. Bosons are characterized by Bose–Einstein statistics and all have integer spins. Bosons may be either elementary, like photons and gluons, or composite, like mesons.
According to the Standard Model, the elementary bosons are:
The Higgs boson is postulated by the electroweak theory primarily to explain the origin of particle masses. In a process known as the "Higgs mechanism", the Higgs boson and the other gauge bosons in the Standard Model acquire mass via spontaneous symmetry breaking of the SU(2) gauge symmetry. The Minimal Supersymmetric Standard Model (MSSM) predicts several Higgs bosons. On 4 July 2012, the discovery of a new particle with a mass between was announced; physicists suspected that it was the Higgs boson. Since then, the particle has been shown to behave, interact, and decay in many of the ways predicted for Higgs particles by the Standard Model, as well as having even parity and zero spin, two fundamental attributes of a Higgs boson. This also means it is the first elementary scalar particle discovered in nature.
Elementary bosons responsible for the four fundamental forces of nature are called force particles (gauge bosons). Strong interaction is mediated by the gluon, weak interaction is mediated by the W and Z bosons.
Hypothetical particles
Graviton
The graviton is a hypothetical particle that has been included in some extensions to the standard model to mediate the gravitational force. It is in a peculiar category between known and hypothetical particles: As an unobserved particle that is not predicted by, nor required for the Standard Model, it belongs in the table of hypothetical particles, below. But gravitational force itself is a certainty, and expressing that known force in the framework of a quantum field theory requires a boson to mediate it.
If it exists, the graviton is expected to be massless because the gravitational force has a very long range, and appears to propagate at the speed of light. The graviton must be a spin-2 boson because the source of gravitation is the stress–energy tensor, a second-order tensor (compared with electromagnetism's spin-1 photon, the source of which is the four-current, a first-order tensor). Additionally, it can be shown that any massless spin-2 field would give rise to a force indistinguishable from gravitation, because a massless spin-2 field would couple to the stress–energy tensor in the same way that gravitational interactions do. This result suggests that, if a massless spin-2 particle is discovered, it must be the graviton.
Particles predicted by supersymmetric theories
Supersymmetric theories predict the existence of more particles, none of which have been confirmed experimentally.
Just as the photon, Z boson and W bosons are superpositions of the B, W, W, and W fields, the photino, zino, and wino are superpositions of the bino, wino, wino, and wino. No matter if one uses the original gauginos or this superpositions as a basis, the only predicted physical particles are neutralinos and charginos as a superposition of them together with the Higgsinos.
Other hypothetical bosons and fermions
Other theories predict the existence of additional elementary bosons and fermions, with some theories also postulating additional superpartners for these particles:
{|class="wikitable" style="margin:1em auto;"
|+ Other hypothetical bosons and fermions
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! Name !! Spin !! width="500"|Notes
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| axion || || A pseudoscalar particle introduced in Peccei–Quinn theory to solve the strong-CP problem.
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| axino || || Superpartner of the axion. Forms a supermultiplet, together with the saxion and axion, in supersymmetric extensions of Peccei–Quinn theory.
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| branon || || Predicted in brane world models.
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| digamma || || Proposed resonance of mass near 750 GeV that decays into two photons.
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| dilaton || || Predicted in some string theories.
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| dilatino || || Superpartner of the dilaton.
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| dual graviton || || Has been hypothesized as dual of graviton under electric–magnetic duality in supergravity.
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| graviphoton || || Also known as "gravivector".
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| graviscalar || || Also known as "radion".
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| inflaton || || Unidentified scalar force-carrier that is presumed to have physically caused cosmological “inflation” – the rapid expansion from to seconds after the Big Bang.
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| magnetic photon || || Predicted in 1966.
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| majoron || || Predicted to understand neutrino masses by the seesaw mechanism.
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| majorana fermion || ; ? ... || gluino, neutralino, or other – is its own antiparticle.
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| saxion || ||
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| X17 particle || || possible cause of anomalous measurement results near 17 MeV, and possible candidate for dark matter.
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| X and Y bosons || || These leptoquarks are predicted by GUT theories to be heavier equivalents of the W and Z.
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| W′ and Z′ bosons || ||
|}
Other hypothetical elementary particles
Higgs doublets are hypothesized by some theories of physics beyond the standard model.
Kaluza–Klein towers of particles are predicted by some models of extra dimensions. The extra-dimensional momentum is manifested as extra mass in four-dimensional spacetime.
Leptoquarks are bosons carrying both baryon and lepton numbers predicted by various extensions of the Standard Model such as technicolor theories.
Mirror particles are predicted by theories that restore parity symmetry.
"Magnetic monopole" is a generic name for particles with non-zero magnetic charge. They are predicted by some GUTs.
Preons were suggested as subparticles of quarks and leptons, but modern collider experiments have all but ruled out their existence.
Composite particles
Composite particles are bound states of elementary particles.
Hadrons
Hadrons are defined as strongly interacting composite particles. Hadrons are either:
Composite fermions (especially 3 quarks), in which case they are called baryons.
Composite bosons (especially 2 quarks), in which case they are called mesons.
Quark models, first proposed in 1964 independently by Murray Gell-Mann and George Zweig (who called quarks "aces"), describe the known hadrons as composed of valence quarks and/or antiquarks, tightly bound by the color force, which is mediated by gluons. (The interaction between quarks and gluons is described by the theory of quantum chromodynamics.) A "sea" of virtual quark-antiquark pairs is also present in each hadron.
Baryons
Ordinary baryons (composite fermions) contain three valence quarks or three valence antiquarks each.
Nucleons are the fermionic constituents of normal atomic nuclei:
Protons, composed of two up and one down quark (uud)
Neutrons, composed of two down and one up quark (ddu)
Hyperons, such as the Λ, Σ, Ξ, and Ω particles, which contain one or more strange quarks, are short-lived and heavier than nucleons. Although not normally present in atomic nuclei, they can appear in short-lived hypernuclei.
A number of charmed and bottom baryons have also been observed.
Pentaquarks consist of four valence quarks and one valence antiquark.
Other exotic baryons may also exist.
Mesons
Ordinary mesons are made up of a valence quark and a valence antiquark. Because mesons have integer spin (0 or 1) and are not themselves elementary particles, they are classified as “composite“ bosons, although being made of elementary fermions. Examples of mesons include the pion, kaon, and the J/ψ. In quantum hadrodynamics, mesons mediate the residual strong force between nucleons.
At one time or another, positive signatures have been reported for all of the following exotic mesons but their existences have yet to be confirmed.
A tetraquark consists of two valence quarks and two valence antiquarks;
A glueball is a bound state of gluons with no valence quarks;
Hybrid mesons consist of one or more valence quark–antiquark pairs and one or more real gluons.
Atomic nuclei
Atomic nuclei typically consist of protons and neutrons, although exotic nuclei may consist of other baryons, such as hypertriton which contains a hyperon. These baryons (protons, neutrons, hyperons, etc.) which comprise the nucleus are called nucleons. Each type of nucleus is called a "nuclide", and each nuclide is defined by the specific number of each type of nucleon.
"Isotopes" are nuclides which have the same number of protons but differing numbers of neutrons.
Conversely, "isotones" are nuclides which have the same number of neutrons but differing numbers of protons.
"Isobars" are nuclides which have the same total number of nucleons but which differ in the number of each type of nucleon. Nuclear reactions can change one nuclide into another.
Atoms
Atoms are the smallest neutral particles into which matter can be divided by chemical reactions. An atom consists of a small, heavy nucleus surrounded by a relatively large, light cloud of electrons. An atomic nucleus typically consists of 1 or more protons and 0 or more neutrons. Protons and neutrons are, in turn, made of quarks. Each type of atom corresponds to a specific chemical element. To date, 118 elements have been discovered or created.
Exotic atoms may be composed of particles in addition to or in place of protons, neutrons, and electrons, such as hyperons or muons. Examples include pionium () and quarkonium atoms.
Leptonic atoms
Leptonic atoms, named using -onium, are exotic atoms constituted by the bound state of a lepton and an antilepton. Examples of such atoms include positronium (), muonium (), and "true muonium" (). Of these positronium and muonium have been experimentally observed, while "true muonium" remains only theoretical.
Molecules
Molecules are the smallest particles into which a substance can be divided while maintaining the chemical properties of the substance. Each type of molecule corresponds to a specific chemical substance. A molecule is a composite of two or more atoms. Atoms are combined in a fixed proportion to form a molecule. Molecule is one of the most basic units of matter.
Ions
Ions are charged atoms (monatomic ions) or molecules (polyatomic ions). They include cations which have a net positive charge, and anions which have a net negative charge.
Quasiparticles
Quasiparticles are effective particles that exist in many particle systems. The field equations of condensed matter physics are remarkably similar to those of high energy particle physics. As a result, much of the theory of particle physics applies to condensed matter physics as well; in particular, there are a selection of field excitations, called quasi-particles, that can be created and explored. These include:
Anyons are a generalization of fermions and bosons in two-dimensional systems like sheets of graphene that obeys braid statistics.
Dislons are localized collective excitations of a crystal dislocation around the static displacement.
Excitons are bound states of an electron and a hole.
Hopfions are topological solitons which are the 3D counterpart of the skyrmion.
Magnons are coherent excitations of electron spins in a material.
Phonons are vibrational modes in a crystal lattice.
Plasmons are coherent excitations of a plasma.
Plektons are theoretical kind of particle discussed as a generalization of the braid statistics of the anyon to more than two dimensions.
Polaritons are mixtures of photons with other quasi-particles.
Polarons are moving, charged (quasi-) particles that are surrounded by ions in a material.
Skyrmions are a topological solution of the pion field, used to model the low-energy properties of the nucleon, such as the axial vector current coupling and the mass.
Dark matter candidates
The following categories are not unique or distinct: For example, either a WIMP or a WISP is also a FIP.
A WIMP (weakly interacting massive particle) is any one of a number of particles that might explain dark matter (such as the neutralino or the sterile neutrino)
A WISP (weakly interacting slender particle) is any one of a number of low mass particles that might explain dark matter (such as the axion)
A GIMP (gravitationally interacting massive particle) is a particle which provides an alternative explanation of dark matter, instead of the aforementioned WIMP
A SIMP (strongly interacting massive particle) is a particle that interact strongly between themselves and weakly with ordinary matter and could form dark matter
A SMP (stable massive particle) is a particle that is long-lived and has appreciable mass that could be dark matter
A FIP (feebly interacting particle) is a particle that interacts very weakly with conventional matter and could account for dark matter
A LSP (lightest supersymmetric particle) is a particle found in supersymmetric models as a contender of WIMPs
Dark energy candidates
Chameleon particle a possible candidate for dark energy
Acceleron particle another candidate for dark energy
Classification by speed
A bradyon (or tardyon) travels slower than the speed of light in vacuum and has a non-zero, real rest mass.
A luxon travels as fast as light in vacuum and has no rest mass.
A tachyon is a hypothetical particle that travels faster than the speed of light so they would paradoxically experience time in reverse (due to inversion of the theory of relativity) and would violate the known laws of causality. A tachyon has an imaginary rest mass.
Other
Calorons, finite temperature generalization of instantons.
Dyons are hypothetical particles with both electric and magnetic charges.
Geons are electromagnetic or gravitational waves which are held together in a confined region by the gravitational attraction of their own field of energy.
Goldstone bosons are a massless excitation of a field that has been spontaneously broken. The pions are quasi-goldstone bosons (quasi- because they are not exactly massless) of the broken chiral isospin symmetry of quantum chromodynamics.
Goldstinos are fermions produced by the spontaneous breaking of supersymmetry; they are the supersymmetric counterpart of Goldstone bosons.
Sphalerons are a field configuration which is a saddle point of the Yang–Mills field equations. Sphalerons are used in nonperturbative calculations of non-tunneling rates.
Instantons, a field configuration which is a local minimum of the Yang–Mills field equation. Instantons are used in nonperturbative calculations of tunneling rates.
Meron, a field configuration which is a non-self-dual solution of the Yang–Mills field equation. The instanton is believed to be composed of two merons.
Pomerons, used to explain the elastic scattering of hadrons and the location of Regge poles in Regge theory. A counterpart to odderons.
Odderon, a particle composed of a odd number of gluons, detected in 2021. A counterpart to pomerons.
Minicharged particle are hypothetical subatomic particles charged with a tiny fraction of the electron charge.
Continuous spin particle are hypothetical massless particles related to the classification of the representations of the Poincaré group
See also
References
Particles
∗
Unsolved problems in physics
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https://en.wikipedia.org/wiki/Nakhchivan%20Autonomous%20Republic
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Nakhchivan Autonomous Republic
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The Nakhchivan Autonomous Republic (, ) is a landlocked exclave of the Republic of Azerbaijan. The region covers with a population of 459,600. It is bordered by Armenia to the east and north, Iran to the southwest, and Turkey to the west. It is the sole autonomous republic of Azerbaijan, governed by its own elected legislature.
The republic, especially the capital city of Nakhchivan, has a long history dating back to about 1500 BC. Nakhijevan was one the cantons of the historical Armenian province of Vaspurakan in the Kingdom of Armenia. Historically, the Persians, Armenians, Mongols, and Turks all competed for the region. The area that is now Nakhchivan became part of Safavid Iran in the 16th century. The semi-autonomous Nakhchivan Khanate was established there in the mid-18th century. In 1828, after the last Russo-Persian War and the Treaty of Turkmenchay, the Nakhchivan Khanate passed from Iranian into Imperial Russian possession.
After the 1917 February Revolution, Nakhchivan and its surrounding region were under the authority of the Special Transcaucasian Committee of the Russian Provisional Government and subsequently of the short-lived Transcaucasian Democratic Federative Republic. When the TDFR was dissolved in May 1918, Nakhchivan, Nagorno-Karabakh, Syunik, and Qazakh were heavily contested between the newly formed and short-lived states of the First Republic of Armenia and the Azerbaijan Democratic Republic (ADR). In June 1918, the region came under Ottoman occupation. Under the terms of the Armistice of Mudros, the Ottomans agreed to pull their troops out of the Transcaucasus to make way for British occupation at the close of the First World War. The British placed Nakhchivan under Armenian administration in April 1919, although an Azerbaijani revolt prevented Armenia from establishing full control over the territory.
In July 1920, the Bolsheviks occupied the region. In November of that year, Bolshevik Russia and Azerbaijan both promised that Nakhchivan, alongside neighboring Nagorno-Karabakh and Zangezur, was an "integral part" of Armenia. However, on March 16, 1921, in accordance with the results of a referendum, the Bolshevik government declared the Nakhchivan Autonomous Soviet Socialist Republic, which went on to become an autonomous republic within the Azerbaijan Soviet Socialist Republic in 1924. In January 1990, Nakhchivan declared independence from the USSR to protest against the suppression of the national movement in Azerbaijan and became the Nakhchivan Autonomous Republic within the newly independent Republic of Azerbaijan a year later.
Though a mixed Armenian–Azerbaijani region as late as a century ago, Nakhchivan is homogeneously Azerbaijani today besides a small population of Russians.
Etymology
Variations of the name Nakhchivan include Nakhichevan, Naxcivan, Naxçivan, Nachidsheuan, Nakhijevan, Nuhișvân, Nakhchawan, Nakhitchevan, Nakhjavan, and Nakhdjevan. Nakhchivan is mentioned in Ptolemy's Geography and by other classical writers as "Naxuana".
The older form of the name is Naxčawan (). According to philologist Heinrich Hübschmann, the name was originally borne by the namesake city (modern Nakhchivan) and later given to the region. Hübschmann believed the name to be composed of Naxič or Naxuč (probably a personal name) and awan, an Armenian word (ultimately of Iranian origin) meaning "place, town".
In the Armenian tradition, the name of the region and its namesake city is connected with the Biblical narrative of Noah's Ark and interpreted as meaning "place of the first descent" or "first resting place" (as if deriving from and ) due to it being regarded as the site where Noah descended and settled after the landing of the Ark on nearby Mount Ararat. It was probably under the influence of this tradition that the name changed in Armenian from the older Naxčawan to Naxijewan. Although this is a folk etymology, William Whiston believed Nakhchivan/Nakhijevan to be the Apobatērion ("place of descent") mentioned by the first-century Jewish historian Flavius Josephus in connection with Noah's Ark, which would make the tradition connecting the name with the Biblical figure Noah very old, predating Armenia's conversion to Christianity in the early fourth century.
History
Early history
The oldest material culture artifacts found in the region date back to the Neolithic Age. On the other hand, Azerbaijani archaeologists have found that the history of Nakhchivan dates back to the Stone Age (Paleolithic). As a result of archaeological diggings, archaeologists discovered a great number of Stone-Age materials in different regions of Nakhchivan. These materials were useful to study the Paleolithic age in Azerbaijan. Pollen analysis conducted in Gazma Cave (Sharur District) suggests that humans in the Middle Palaeolithic (Mousterian) lived not only in the mountain forests but also in the dry woodlands found in Nakhchivan. Several archaeological sites dating from the Neolithic have also been found in Nakhchivan, including the ancient town of Ovchular Tepesi, which also includes some of the oldest salt mines in the world.
The region was part of the states of Urartu and later Media. It became part of the Satrapy of Armenia under Achaemenid Persia c. 521 BC. After the death of Alexander the Great in 323 BC several generals of the Macedonian army, including Neoptolemus, attempted but failed to take control of the region, and it was ruled by the native Armenian dynasty of Orontids until Armenia was conquered by Antiochus III the Great (ruled 222–187 BC).
In 189 BC, Nakhchivan became part of the new Kingdom of Armenia established by Artaxias I. Within the kingdom, the region of present-day Nakhchivan was part of the Ayrarat, Vaspurakan and Syunik provinces. According to the early medieval Armenian historian Movses Khorenatsi, from the third to second centuries, the region belonged to the Muratsyan nakharar family but after disputes with central power, King Artavazd I massacred the family and seized the lands and formally attached it to the kingdom. The area's status as a major trade center allowed it to prosper; as a result, many foreign powers coveted it. According to the Armenian historian Faustus of Byzantium (5th century), when the Sassanid Persians invaded Armenia, Sassanid King Shapur II (310–380) removed 2,000 Armenian and 16,000 Jewish families in 360–370. In 428, the Armenian Arshakuni monarchy was abolished and Nakhchivan was annexed by Sassanid Persia. In 623, possession of the region passed to the Byzantine Empire but was soon left to its own rule. Sebeos referred to the area as Tachkastan. According to the 5th-century Armenian author Koriun, Nakhchivan was the place where the Armenian scholar Mesrop Mashtots finished the creation of the Armenian alphabet and opened the first Armenian schools. This occurred in the province of Goghtan, which corresponds to Nakhchivan's modern Ordubad district.
From 640 on, the Arabs invaded Nakhchivan and undertook many campaigns in the area, crushing all resistance and attacking Armenian nobles who remained in contact with the Byzantines or who refused to pay tribute. In 705, after suppressing an Armenian revolt, Arab viceroy Muhammad ibn Marwan decided to eliminate the Armenian nobility. In Nakhchivan, several hundred Armenian nobles were locked up in churches and burnt, while others were crucified.
The violence caused many Armenian princes to flee to the neighboring Kingdom of Georgia or the Byzantine Empire. Meanwhile, Nakhchivan itself became part of the autonomous Principality of Armenia under Arab control. In the eighth century, Nakhchivan was one of the scenes of an uprising against the Arabs led by Persian revolutionary Babak Khorramdin of the Iranian Khorram-Dinān ("those of the joyous religion" in Persian). Nakhchivan was finally released from Arab rule in the tenth century by Bagratuni King Smbat I and handed over to the princes of Syunik. This region also was taken by Sajids in 895 and between 909 and 929, Sallarid between 942 and 971 and Shaddadid between 971 and 1045.
About 1055, the Seljuk Turks took over the region. In the 12th century, the city of Nakhchivan became the capital of the state of Atabegs of Azerbaijan, also known as Ildegizid state, which included most of Iranian Azerbaijan and a significant part of the South Caucasus. The magnificent 12th-century mausoleum of Momine Khatun, the wife of Ildegizid ruler, Great Atabeg Jahan Pehlevan, is the main attraction of modern Nakhchivan. At its heyday, the Ildegizid authority in Nakhchivan and some other areas of South Caucasus was contested by Georgia. The Armeno-Georgian princely house of Zacharids frequently raided the region when the Atabeg state was in decline in the early years of the 13th century. It was then plundered by invading Mongols in 1220 and Khwarezmians in 1225 and became part of Mongol Empire in 1236 when the Caucasus was invaded by Chormaqan. In the 13th century during the reign of the Mongol horde ruler Güyük Khan Christians were allowed to build churches in the strongly Muslim town of Nakhchivan, however the conversion to Islam of Gazan khan brought about a reversal of this favor. The 14th century saw the rise of Armenian Catholicism in Nakhchivan, though by the 15th century the territory became part of the states of Kara Koyunlu and Ak Koyunlu.
Iranian rule
In the 16th century, control of Nakhchivan passed to the Safavid dynasty. Until the demise of the Safavids, it remained as an administrative jurisdiction of the Erivan Province (also known as Chokhur-e Sa'd). Because of its geographic position, it frequently suffered during the wars between the Safavids and the Ottoman Empire, from the 16th to 18th centuries. Turkish historian İbrahim Peçevi described the passing of the Ottoman army from the Ararat plain to Nakhchivan:
In 1604, Shah Abbas I of Iran, concerned that the skilled peoples of Nakhchivan, its natural resources, and the surrounding areas could get in danger due to its relatively close proximity to the Ottoman-Persian frontline, decided to institute a scorched earth policy. He forcefully deported the entire hundreds of thousands of local population—Muslims, Jews, and Armenians alike—to leave their homes and move to the provinces south of the Aras River.
Many of the Armenian deportees were settled in the neighborhood of Isfahan that was named New Julfa since most of the residents were from the original Julfa. The Turkic Kangerli tribe was later permitted to move back under Shah Abbas II (1642–1666) to repopulate the frontier region of his realm. In the 17th century, Nakhchivan was the scene of a peasant movement led by Köroğlu against foreign invaders and "native exploiters". In 1747, the Nakhchivan Khanate emerged in the region after the death of Nader Shah Afshar.
Passing to Imperial Russian rule
After the last Russo-Persian War and the Treaty of Turkmenchay, the Nakhchivan Khanate passed into Russian possession in 1828 due to Iran's forced ceding as a result of the outcome of the war and treaty. With the onset of Russian rule, the Tsarist authorities encouraged resettlement of Armenians to Nakhchivan and other areas of the Caucasus from the Persian and Ottoman Empires. Special clauses of the Turkmenchay and Adrianople treaties allowed for this. Alexandr Griboyedov, the Russian envoy to Persia, stated that by the time Nakhchivan came under Russian rule, there had been 290 native Armenians families in the province excluding the city of Nakhchivan, the number of Muslim families was 1,632, and the number of the Armenian immigrant families was 943. The same numbers in the city of Nakhchivan were 114, 392, and 285 respectively. With such a dramatic influx of Armenian immigrants, Griboyedov noted friction arising between the Armenian and Muslim populations. He requested Russian army commander Count Ivan Paskevich to give orders on resettlement of some of the arriving people further to the region of Daralayaz to quiet the tensions.
The Nakhchivan Khanate was dissolved in 1828 the same year it came into Russian possession, and its territory was merged with the territory of the Erivan khanate and the area became the Nakhichevan uezd of the new Armenian oblast, which later became the Erivan Governorate in 1849. According to official statistics of the Russian Empire, by the turn of the 20th century Tatars (later known as Azerbaijanis) made up roughly 57% of the uezd's population, while Armenians constituted roughly 42%. At the same time in the western half of the Sharur-Daralayaz uezd, the territory of which would form the northern part of modern-day Nakhchivan (Sharur District), Tatars constituted 70.5% of the population, while Armenians made up 27.5%. During the Russian Revolution of 1905, conflict erupted between the Armenians and the Tatars, culminating in the Armenian-Tatar massacres which saw violence in Nakhchivan in May of that year.
War and revolution
In the final year of World War I, Nakhchivan was the scene of more bloodshed between Armenians and Azerbaijanis, who both laid claim to the area. By 1914, the Armenian population had decreased slightly to 40% while the Azeri population increased to roughly 60%. After the February Revolution, the region was under the authority of the Special Transcaucasian Committee of the Russian Provisional Government and subsequently of the short-lived Transcaucasian Democratic Federative Republic. When the TDFR was dissolved in May 1918, Nakhchivan, Nagorno-Karabakh, Zangezur (today the Armenian province of Syunik), and Qazakh were heavily contested between the newly formed and short-lived states of the Republic of Armenia and the Azerbaijan Democratic Republic (ADR). In June 1918, the region came under Ottoman occupation. The Ottomans proceeded to massacre 10,000 Armenians and razed 45 of their villages. Under the terms of the Armistice of Mudros, the Ottomans agreed to pull their troops out of the Transcaucasus to make way for the forthcoming British military presence.
Under British occupation, Sir Oliver Wardrop, British Chief Commissioner in the South Caucasus, made a border proposal to solve the conflict. According to Wardrop, Armenian claims against Azerbaijan should not go beyond the administrative borders of the former Erivan Governorate (which under prior Imperial Russian rule encompassed Nakhchivan), while Azerbaijan was to be limited to the governorates of Baku and Elizavetpol. This proposal was rejected by both Armenians (who did not wish to give up their claims to Qazakh, Zangezur and Karabakh) and Azeris (who found it unacceptable to give up their claims to Nakhchivan). As disputes between both countries continued, it soon became apparent that the fragile peace under British occupation would not last.
In December 1918, with the support of Azerbaijan's Musavat Party, Jafargulu Khan Nakhchivanski declared the Republic of Aras in the Nakhchivan uyezd of the former Erivan Governorate assigned to Armenia by Wardrop. The Armenian government did not recognize the new state and sent its troops into the region to take control of it. The conflict soon erupted into the violent Aras War. British journalist C. E. Bechhofer Roberts described the situation in April 1920:
By mid-June 1919, however, Armenia succeeded in establishing control over Nakhchivan and the whole territory of the self-proclaimed republic. The fall of the Aras republic triggered an invasion by the regular Azerbaijani army and by the end of July, the Armenian administration was ousted from Nakhchivan. Again, more violence erupted leaving some ten thousand Armenians dead and forty-five Armenian villages destroyed. Meanwhile, feeling the situation to be hopeless and unable to maintain any control over the area, the British decided to withdraw from the region in mid-1919. Still, fighting between Armenians and Azeris continued and after a series of skirmishes that took place throughout the Nakhchivan district, a cease-fire agreement was concluded. However, the cease-fire lasted only briefly, and by early March 1920, more fighting broke out, primarily in Karabakh between Karabakh Armenians and Azerbaijan's regular army. This triggered conflicts in other areas with mixed populations, including Nakhchivan.
Following the adoption of the name of "Azerbaijan" by the newly established Azerbaijan Democratic Republic, a naming dispute arose with Qajar Iran, with the latter protesting this decision. In tandem with this naming controversy however, the young Azerbaijan Republic also faced a threat from the nascent Soviets in Moscow and the Armenians. In order to escape the possibility of a Soviet invasion and an even greater imminent threat of an Armenian invasion, Muslim Nakhchivan proprosed annexing to Iran. The then pro-British government in Tehran led by Vossug ed Dowleh made endeavours amongst Baku's leadership to join Iran. In order to promote this idea, Vosugh ed Dowleh dispatched two separate Iranian delegations; one to Baku and one to the Paris Peace Conference in 1919. The delegation at Baku, at the behest of Zia ol Din Tabatabaee, held intensive negotiations with the leadership of the Musavat party during the increasing chaos and instability in the city. During the closing stages, an accord was reached between them; however, before the idea was presented to Vossug ed Dowleh in Tehran, the Communists took over Baku and terminated the Musavat-Ottoman rule. The Iranian delegation at Paris, which was headed by foreign minister Firouz Nosrat-ed-Dowleh III, reached a unity negotiation with the delegation from Baku and signed a confederation agreement. In the end, these efforts proved to be of no avail, with the Soviets taking over the entirety of Transcaucasia.
Sovietization
In July 1920, the 11th Soviet Red Army invaded and occupied the region and on July 28, declared the Nakhchivan Autonomous Soviet Socialist Republic with "close ties" to the Azerbaijan SSR. In November, on the verge of taking over Armenia, the Bolsheviks, to attract public support, promised they would allot Nakhchivan to Armenia, along with Karabakh and Zangezur. Nariman Narimanov, leader of Bolshevik Azerbaijan, issued a declaration celebrating the "victory of Soviet power in Armenia" and proclaimed that both Nakhchivan and Zangezur should be awarded to the Armenian people as a sign of the Azerbaijani people's support for Armenia's fight against the former Armenian government:
Vladimir Lenin, while welcoming this act of "great Soviet fraternity" where "boundaries had no meaning among the family of Soviet peoples", did not agree with the motion and instead called for the people of Nakhchivan to be consulted in a referendum. According to the formal figures of this referendum, held at the beginning of 1921, 90% of Nakhchivan's population wanted to be included in the Azerbaijan SSR "with the rights of an autonomous republic". The decision to make Nakhchivan a part of modern-day Azerbaijan was cemented on March 16, 1921, in the Treaty of Moscow between Soviet Russia and the newly founded Republic of Turkey. The agreement between Soviet Russia and Turkey also called for attachment of the former Sharur-Daralagezsky Uyezd (which had a solid Azeri majority) to Nakhchivan, thus allowing Turkey to share a border with the Azerbaijan SSR. This deal was reaffirmed on October 13, in the Treaty of Kars. Article V of the treaty stated the following:
So, on February 9, 1924, the Soviet Union officially established the Nakhchivan ASSR. Its constitution was adopted on April 18, 1926.
In the Soviet Union
As a constituent part of the Soviet Union, tensions lessened over the ethnic composition of Nakhchivan or any territorial claims regarding it. Instead, it became an important point of industrial production with particular emphasis on the mining of minerals such as salt. Under Soviet rule, it was once a major junction on the Moscow-Tehran railway line as well as the Baku-Yerevan railway. It also served as an important strategic area during the Cold War, sharing borders with both Turkey (a NATO member state) and Iran (a close ally of the West until the Iranian Revolution of 1979).
Facilities improved during Soviet times. Education and public health especially began to see some major changes. In 1913, Nakhchivan only had two hospitals with a total of 20 beds. The region was plagued by widespread diseases including trachoma and typhus. Malaria, which mostly came from the adjoining Aras River, brought serious harm to the region. At any one time, between 70% and 85% of Nakhchivan's population was infected with malaria, and in the region of Norashen (present-day Sharur) almost 100% were struck with the disease. This situation improved dramatically under Soviet rule. Malaria was sharply reduced and trachoma, typhus, and relapsing fever were eliminated.
During the Soviet era, Nakhchivan saw a great demographic shift. In 1926, 15% of the region's population was Armenian, but by 1979, this number had shrunk to 1.4%. Azeris made up 85% in 1926, but 96% in 1979 (leaving the small remainder mixed or other). Three factors were involved: the emigration of Armenians to the Armenian SSR, the immigration of Azeris from Armenia, and the birth rate of Azeris being higher than that of Armenians.
Armenians in Nagorno-Karabakh noted similar though slower demographic trends and feared an eventual "de-Armenianization" of the area. When tensions between Armenians and Azeris were reignited in the late-1980s by the Nagorno-Karabakh conflict, Azerbaijan's Popular Front managed to pressure the Azerbaijan SSR to instigate a partial railway and air blockade against Armenia, while another reason for the disruption of rail service to Armenia were attacks of Armenian forces on the trains entering the Armenian territory from Azerbaijan, which resulted in railroad personnel refusing to enter Armenia. This effectively crippled Armenia's economy, as 85% of the cargo and goods arrived through rail traffic. In response, Armenia closed the railway to Nakhchivan, thereby strangling the exclave's only link to the rest of the Soviet Union.
December 1989 saw unrest in Nakhchivan as its Azeri inhabitants moved to physically dismantle the Soviet border with Iran to flee the area and meet their ethnic Azeri cousins in northern Iran. This action was angrily denounced by the Soviet leadership and the Soviet media accused the Azeris of "embracing Islamic fundamentalism".
Declaring independence
On Saturday, January 20, 1990, the Supreme Soviet of the Nakhchivan ASSR issued a declaration stating the intention for Nakhchivan to secede from the USSR to protest the Soviet Union's actions during Black January. Iranian Press Agency, IRNA, reported that upon its independence, Nakhchivan asked Turkey, Iran, and the United Nations to come to its aid. It was the first part of the Soviet Union to declare independence, preceding Lithuania's declaration by only a few weeks. Subsequently, Nakhchivan was independent from Moscow and Baku but was then brought under control by the clan of Heydar Aliyev.
In the post-Soviet era
Heydar Aliyev, the future president of Azerbaijan, returned to his birthplace of Nakhchivan in 1990, after being ousted from his position in the Politburo by Mikhail Gorbachev in 1987. Soon after returning to Nakhchivan, Aliyev was elected to the Supreme Soviet by an overwhelming majority. Aliyev subsequently resigned from the CPSU, and after the failed August 1991 coup against Gorbachev, he called for complete independence for Azerbaijan and denounced Ayaz Mütallibov for supporting the coup. In late 1991, Aliyev consolidated his power base as chairman of the Nakhchivan Supreme Soviet and asserted Nakhchivan's near-total independence from Baku.
Nakhchivan became a scene of conflict during the First Nagorno-Karabakh War. On May 4, 1992, Armenian forces shelled the raion of Sadarak. The Armenians claimed that the attack was in response to cross-border shelling of Armenian villages by Azeri forces from Nakhchivan. David Zadoyan, a 42-year-old Armenian physicist and mayor of the region, said that the Armenians lost patience after months of firing by the Azeris. "If they were sitting on our hilltops and harassing us with gunfire, what do you think our response should be?" he asked. The government of Nakhchivan denied these charges and instead asserted that the Armenian assault was unprovoked and specifically targeted the site of a bridge between Turkey and Nakhchivan. "The Armenians do not react to diplomatic pressure," Nakhchivan foreign minister Rza Ibadov told the ITAR-Tass news agency, "It's vital to speak to them in a language they understand." Speaking to the agency from the Turkish capital Ankara, Ibadov said that Armenia's aim in the region was to seize control of Nakhchivan. According to Human Rights Watch, hostilities broke out after three people were killed when Armenian forces began shelling the region.
The heaviest fighting took place on May 18, when the Armenians captured Nakhchivan's exclave of Karki, a tiny territory through which Armenia's main north–south highway passes. The exclave presently remains under Armenian control. After the fall of Shusha, the Mütallibov government of Azerbaijan accused Armenia of moving to take the whole of Nakhchivan (a claim that was denied by Armenian government officials). However, Heydar Aliyev declared a unilateral ceasefire on May 23 and sought to conclude a separate peace with Armenia. Armenian President Levon Ter-Petrossian expressed his willingness to sign a cooperation treaty with Nakhchivan to end the fighting, and subsequently a cease-fire was agreed upon.
The conflict in the area caused a harsh reaction from Turkey. Turkish Prime Minister Tansu Çiller announced that any Armenian advance on the main territory of Nakhchivan would result in a declaration of war against Armenia. Russian military leaders declared that "third party intervention into the dispute could trigger a Third World War". Thousands of Turkish troops were sent to the border between Turkey and Armenia in early September. Russian military forces in Armenia countered their movements by increasing troop levels along the Armenian-Turkish frontier and bolstering defenses in a tense period where war between the two seemed inevitable. The tension reached its peak, when Turkish heavy artillery shelled the Nakhchivan side of the Nakhchivan-Armenian border, from the Turkish border for two hours. Iran also reacted to Armenia's attacks by conducting military maneuvers along its border with Nakhchivan in a move widely interpreted as a warning to Armenia. However, Armenia did not launch any further attacks on Nakhchivan and the presence of Russia's military warded off any possibility that Turkey might play a military role in the conflict. After a period of political instability, the Parliament of Azerbaijan turned to Heydar Aliyev and invited him to return from exile in Nakhchivan to lead the country in 1993.
Recent times
Today, Nakhchivan retains its autonomy as the Nakhchivan Autonomous Republic, and is internationally recognized as a constituent part of Azerbaijan governed by its own elected legislative assembly. A new constitution for Nakhchivan was approved in a referendum on November 12, 1995. The constitution was adopted by the republic's assembly on April 28, 1998, and has been in force since January 8, 1999. However, the republic remains isolated, not only from the rest of Azerbaijan, but practically from the entire South Caucasus region. From 1995 until his resignation in December 2022, the region was ruled by Vasif Talibov, who is related by marriage to Azerbaijan's ruling family, the Aliyevs. He was known for his authoritarian and largely corrupt rule of the region. Most residents prefer to watch Turkish television as opposed to Nakhchivan television, which one Azerbaijani journalist criticised as "a propaganda vehicle for Talibov and the Aliyevs."
Economic hardships and energy shortages plague the area. There have been many cases of migrant workers seeking jobs in neighboring Turkey. "Emigration rates to Turkey," one analyst said, "are so high that most of the residents of the Besler district in Istanbul are Nakhchivanis." In 2007, an agreement was struck with Iran to obtain more gas exports, and a new bridge on the Aras River between the two countries was inaugurated in October 2007; the Azerbaijani president, Ilham Aliyev and the first vice-president of Iran, Parviz Davoodi also attended the opening ceremony.
As part of the 2020 ceasefire agreement which ended the Second Nagorno-Karabakh War, Armenia, in the context of all economic and transport connections in the region to be unblocked, agreed "to guarantee the security of transport connections between the western regions of the Republic of Azerbaijan and the Nakhchivan Autonomous Republic in order to arrange unobstructed movement of persons, vehicles and cargo in both directions". As part of the agreement, these transport communications are to be patrolled by Border Service of the Federal Security Service of the Russian Federation.
Administrative divisions
Nakhchivan is subdivided into eight administrative divisions. Seven of these are raions. The capital city (şəhər) of Nakhchivan City is treated separately.
Demographics
As of January 1, 2018, Nakhchivan's population was estimated to be 452,831. Most of the population are Azerbaijanis, who constituted 99% of the population in 1999, while ethnic Russians (0.15%) and a minority of Kurds (0.6%) constituted the remainder of the population.
The Kurds of Nakhchivan are mainly found in the districts of Sadarak and Teyvaz. The remaining Armenians were expelled by Azerbaijani forces during the conflict over Nagorno-Karabakh as part of the forceful exchange of population between Armenia and Azerbaijan. According to a 1932 Soviet estimate, 85% of the area's population was rural, while only 15% was urban. This urban percentage increased to 18% by 1939 and 27% by 1959. As of 2011, 127,200 people of Nakhchivan's total population of 435,400 live in urban areas, making the urban percentage 29.2%.
Nakhchivan enjoys a high Human Development Index; its socio-economic prowess far exceeds that of the neighbouring countries except for Turkey, as well as Azerbaijan itself. According to the report of Nakhchivan AR Committee of Statistics on June 30, 2014, for the end of 2013, some socio-economical data, including the following, are unveiled:
Making use of the Human Development Index calculation method according to the new UNHD 2014 method, the above values change into these:
Further, the value of the HDI becomes to
Were it a country, Nakhchivan would be ranked between Malaysia (62nd) and Mauritius (63rd) for its HDI. Iran's HDI is 0.749 (75th), Turkey's 0.759 (69th), and Azerbaijan's 0.747 (76th).
Geography
Nakhchivan is a semi-desert region that is separated from the main portion of Azerbaijan by Armenia. The Zangezur Mountains make up its border with Armenia while the Aras River defines its border with Iran. The Araz reservoir located on that river supplies water for agricultural needs and the hydroelectric dam generates power for both Azerbaijan and Iran.
Nakhchivan is arid and mountainous. Its highest peak is Mount Kapudzhukh and its most distinctive is İlandağ (Snake Mountain) , which is visible from Nakhchivan City. According to legend, the cleft in its summit was formed by the keel of Noah's Ark as the floodwaters abated. Qazangödağ is another major peak.
Both the absolute minimum temperature () and the absolute maximum temperature () were observed in Julfa and Ordubad.
Economy
Industry
Nakhchivan's major industries include the mining of minerals such as salt, molybdenum, and lead. Dryland farming, developed during the Soviet years, has allowed the region to expand into the growing of wheat (mostly cultivated on the plains of the Aras River), barley, cotton, tobacco, orchard fruits, mulberries, and grapes for producing wine. Other industries include cotton ginning/cleaning, silk spinning, fruit canning, meatpacking, and, in the drier regions, sheep farming. Processing of minerals, salt, radio engineering, farm ginning, preserving, silk products, meat, and dairy, bottling of mineral waters, clothing, and furniture are the principal branches of Nakhchivan's industry. The Nakhchivan Automobile Plant (, abbr. NAZ), is a prominent automobile manufacturer in the Nakhchivan Autonomous Republic. The economy suffered a severe blow in 1988 with the loss of access to both raw materials and markets, due to the First Nagorno-Karabakh War. Although new markets are emerging in Iran and Turkey, this isolation still persists to this day, impairing development. The economy of Nakhchivan is based on agriculture, mining, and food processing, however, 75% of the republic's budget is supplied by the central government in Baku.
The Republic is rich in minerals. Nakhchivan possesses deposits of marble, lime, and gypsum. The deposits of the rock salt are exhausted in Nehram, Nakhchivan, and Sustin. The important molybdenum mines are currently closed as a consequence of the exclave's isolation. There are a lot of mineral springs such as Badamli, Sirab, Nagajir, Kiziljir where water contains arsenic. About 90% of the agricultural land is now in private hands. However, agriculture has become a poorly capitalized, backyard activity. Production has dropped sharply and large-scale commercial agriculture has declined. Over two-thirds of the land are rocky slopes and deserts, therefore the area of arable lands is quite limited. The main crops – cotton and tobacco – are cultivated in the PriAraz plain, near Sharur and Nakhchivan City. Three-quarters of the grain production, especially winter wheat is concentrated on the irrigated lands of the Sharur plain and in the basin of the Nakhchivan river. Vine growing in Nakhchivan has an ancient tradition, in the Araz valley and foothills. Very hot summers and long warm autumns make it possible to grow such highly saccharine grapes as bayan-shiraz, tebrizi, shiraz. Wines such as "Nakhchivan" "Shahbuz", "Abrakunis", at "Aznaburk" are of reasonable quality and very popular. Fruit production is quite important, mainly of quince, pear, peach, apricot, fig, almonds, and pomegranate. Cattle ranching is another traditional branch of Nakhchivan farming. Due to the dry climate, pastures in Nakhchivan are unproductive, therefore sheep breeding prevails over other livestock production. Winter pastures stretch on the PriAraz plain, on the foothills and mountainsides to the altitude of . But the summer pastures go up on the high-mountain area to an altitude of . The most widespread sheep variety is "balbas". These sheep are distinguished by their productivity and snow-white silky wool which is widely used in the manufacture of carpets. Horned and small cattle are bred everywhere, especially in the environs of Sharur and Nakhchivan. Buffaloes are also bred here.
Although intentions to facilitate tourism have been declared by the government, it is still at best incipient. Until 1997 tourists needed special permission to visit, which has now been abolished, making travel easier. Facilities are very basic and heating fuel is hard to find in the winter, but the arid mountains bordering Armenia and Iran are magnificent. In terms of services, Nakhchivan offers very basic facilities and lacks heating fuel during the winter.
In 2007 the Poldasht-Shah Takhti Bridge, which connects Poldasht, West Azerbaijan Province, Iran, and Shah Takhti in Nakhchivan, was completed, allowing residents of the republic to access Azerbaijan proper via Iran without having to cross Armenian territory.
International issues
Destruction of Armenian cultural monuments
The number of named Armenian churches known to have existed in the Nakhchivan region is over 280. As early as 1648, French traveller Alexandre de Rhodes reported seeing more than ten thousand Armenian tombstones made of marble in Julfa. The number of ecclesiastical monuments still standing in Nakhchivan in the 1980s is estimated to be between 59 and 100. The author and journalist Sylvain Besson believe them to have all been subsequently destroyed as part of a campaign by the Government of Azerbaijan to erase all traces of Armenian culture on its soil.
When the 14th-century church of St. Stephanos at Abrakunis was visited in 2005, it was found to have been recently destroyed, with its site reduced to a few bricks sticking out of loose, bare earth. Similar complete destruction had happened to the 16th century St. Hakop-Hayrapet church in Shurut. The Armenian churches in Norashen, Kırna and Gah that were standing in the 1980s had also vanished.
The most publicised case of mass destruction concerns gravestones at a medieval cemetery in Julfa, with photographic, video and satellite evidence supporting the charges. In April 2006 British The Times wrote about the destruction of the cemetery in the following way:
A Medieval cemetery regarded as one of the wonders of the Caucasus has been erased from the Earth in an act of cultural vandalism likened to the Taleban blowing up the Bamiyan Buddhas in Afghanistan in 2001. The Jugha cemetery was a unique collection of several thousand carved stone crosses on Azerbaijan's southern border with Iran. But after 18 years of conflict between Azerbaijan and its western neighbour, Armenia, it has been confirmed that the cemetery has vanished."
Armenians have long sounded the alarm that the Azerbaijanis intend to eliminate all evidence of Armenian presence in Nakhchivan and to this end, have been carrying out massive and irreversible destruction of Armenian cultural traces. "The irony is that this destruction has taken place not during a time of war but at a time of peace," Armenian Foreign Minister Vartan Oskanian told The Times. Azerbaijan has consistently denied these accusations. For example, according to the Azerbaijani ambassador to the US, Hafiz Pashayev, the videos and photographs "show some unknown people destroying mid-size stones", and "it is not clear of what nationality those people are", and the reports are Armenian propaganda designed to divert attention from what he claimed was a "state policy (by Armenia) to destroy the historical and cultural monuments in the occupied Azeri territories".
A number of international organizations have confirmed the complete destruction of the cemetery. The Institute for War and Peace Reporting reported on April 19, 2006, that "there is nothing left of the celebrated stone crosses of Jugha."
According to the International Council on Monuments and Sites (Icomos), the Azerbaijan government removed 800 khachkars in 1998. Though the destruction was halted following protests from UNESCO, it resumed four years later. By January 2003 "the 1,500-year-old cemetery had completely been flattened" according to Icomos. On December 8, 2010, the American Association for the Advancement of Science released a report entitled "Satellite Images Show Disappearance of Armenian Artifacts in Azerbaijan". The report contained the analysis of high resolution satellite images of the Julfa cemetery, which verified the destruction of the khachkars.
The European Parliament has formally called on Azerbaijan to stop the demolition as a breach of the UNESCO World Heritage Convention. According to its resolution regarding cultural monuments in the South Caucasus, the European Parliament "condemns strongly the destruction of the Julfa cemetery as well as the destruction of all sites of historical importance that has taken place on Armenian or Azerbaijani territory, and condemns any such action that seeks to destroy cultural heritage." In 2006, Azerbaijan barred a Parliamentary Assembly of the Council of Europe (PACE) mission from inspecting and examining the ancient burial site, stating that it would only accept a delegation if it also visited Armenian-occupied territory. "We think that if a comprehensive approach is taken to the problems that have been raised," said Azerbaijani foreign ministry spokesman Tahir Tagizade, "it will be possible to study Christian monuments on the territory of Azerbaijan, including in the Nakhchivan Autonomous Republic."
A renewed attempt was planned by PACE inspectors for August 29 – September 6, 2007, led by British MP Edward O'Hara. As well as Nakhchivan, the delegation would visit Baku, Yerevan, Tbilisi, and Nagorno Karabakh. The inspectors planned to visit Nagorno Karabakh via Armenia; however, on August 28, the head of the Azerbaijani delegation to PACE released a demand that the inspectors must enter Nagorno Karabakh via Azerbaijan. On August 29, PACE Secretary-General Mateo Sorinas announced that the visit had to be cancelled because of the difficulty in accessing Nagorno Karabakh using the route required by Azerbaijan. The Ministry of Foreign Affairs in Armenia issued a statement saying that Azerbaijan had stopped the visit "due solely to their intent to veil the demolition of Armenian monuments in Nakhijevan".
In 2022, the Cornell University-led monitoring group Caucasus Heritage Watch released a report detailing the "complete destruction of Armenian cultural heritage" in Nakhchivan starting the 1990s. According the report, out of 110 medieval and early modern Armenian monasteries, churches and cemeteries identified from archival sources, 108 were deliberately and systematically destroyed between 1997 and 2011. In some cases, such as the Saint Thomas Monastery in Yukhari Aylis (Agulis), mosques or other civic buildings were built on the site of the destroyed buildings.
Recognition of the Turkish Republic of Northern Cyprus
In the late 1990s the Supreme Assembly issued a non-binding declaration recognising the sovereignty of the self-proclaimed Turkish Republic of Northern Cyprus (TRNC) and calling upon Azerbaijan to do so. While sympathetic to the TRNC, Azerbaijan has not followed suit because doing so could prompt the Republic of Cyprus to recognise the self-proclaimed Nagorno-Karabakh Republic. Close relations between Nakhchivan and Turkey probably initiated this recognition.
Culture
Nakhchivan is one of the cultural centers of Azerbaijan. In 1923, a musical subgroup was organized at the State Drama Theater (renamed the Nakhchivan Music and Drama Theater in 1965). The Aras Song and Dance Ensemble (established in 1959) is another famous group. Dramatic performances staged by an amateur dance troupe were held in Nakhchivan in the late 19th century. Theatrical art also greatly contributed to Nakhchivan's culture. The creative work of Jalil Mammadguluzadeh, Huseyn Javid, and Huseyn Arablinski (the first Azerbaijani theatre director) stemmed from Nakhchivan. The region has also produced noteworthy Armenian artists, too, such as Soviet actress Hasmik Agopyan. Nakhchivan has also at times been mentioned in works of literature. World-renowned Soviet composer Aram Khatchaturian, the Armenian Hovnatanian painter family, as well as the actor Yervand Manaryan, have shaped the cultural wealth of Nakchivan, too. Nizami, the Persian poet, once wrote:
که تا جایگه یافتی نخچوان
Oh Nakhchivan, respect you've attained,
بدین شاه شد بخت پیرت جوان
With this King in luck you'll remain.
Archaeology
The very early Kura-Araxes culture flourished in Nakhchivan before spreading to many other areas, as far as Palestine. This region reveals the genesis and chronology of this Chalcolithic and Early Bronze Age culture. Kültəpə is an important early Chalcolithic site in Nakhchivan. Another such site is Makhta Kultepe. Recent excavations at Ovcular Tepesi allow the dating of the initial stage of formation of Kura-Araxes culture to 4200–3400 BC.
The Naxçivan Archaeological Project is the first-ever joint American-Azerbaijani program of surveys and excavations, that was active since 2006. In 2010–11, they have excavated the large Iron Age fortress of Oğlanqala.
In Nakhchivan, there are also numerous archaeological monuments of the early Iron Age, and they shed a lot of light on the cultural, archaeological and agricultural developments of that era. There are important sites such as Ilikligaya, Irinchoy, and the Sanctuary of Iydali Piri in Kangarli region.
Notable people
Political leaders
Heydar Aliyev, former President of Azerbaijan (1993–2003).
Abulfaz Elchibey, former President of Azerbaijan (1992–1993).
Rasul Guliyev, former speaker of the National Assembly of Azerbaijan (1993–1996) and opposition leader.
Christapor Mikaelian, founding member of the Armenian Revolutionary Federation.
Stepan Sapah-Gulian, leader of the Armenian Social Democrat Hunchakian Party (19th–20th century).
Jafar Kuli Khan Nakhchivanski, the founder of the short-lived Republic of Aras.
Ibrahim Abilov, first and only ambassador of Azerbaijan SSR to Turkey.
Garegin Nzhdeh, famous Armenian revolutionary, military leader and political thinker.
Alirza Rasizade (1884–1923), educator, revolutionary, statesman, Azrevcom commissar for Nakhchivan's Sovietization.
Vasif Talibov, is the current chairman of the Supreme Assembly of the Nakhchivan Autonomous Republic.
Religious leaders
Alexander Jughaetsi (Alexander I of Jugha), Catholicos of All Armenians (1706–1714).
Hakob Jughaetsi (Jacob IV of Jugha), Armenian Catholicos (1655–1680).
Azaria I Jughaetsi, Armenian Catholicos of the Holy See of Cilicia (1584–1601).
Military leaders
Abdurahman Fatalibeyli, Soviet army major who defected to the German forces during World War II.
Ehsan Khan Nakhchivanski, Russian military general.
Huseyn Khan Nakhchivanski, Russian cavalry general and the only Muslim to serve as General-Adjutant of the Russian Tsar.
Ismail Khan Nakhchivanski, Russian military general.
Kelbali Khan Nakhchivanski, Russian military general.
Jamshid Khan Nakhchivanski, Soviet and Azerbaijani military general.
Yusif Mirzayev, National Hero of Azerbaijan.
Maharram Seyidov, National Hero of Azerbaijan.
Kerim Kerimov, National Hero of Azerbaijan.
Sayavush Hasanov, National Hero of Azerbaijan.
Mirasgar Seyidov, National Hero of Azerbaijan.
Ali Mammadov, National Hero of Azerbaijan.
Ibrahim Mammadov, National Hero of Azerbaijan.
Amiraslan Aliyev, National Hero of Azerbaijan.
Writers and poets
M.S. Gulubekov, writer.
Huseyn Javid Rasizade, poet and playwright.
Jalil Mammadguluzadeh, writer and satirist.
Ekmouladdin Nakhchivani, medieval literary figure.
Hindushah Nakhchivani, medieval literary figure.
Abdurrakhman en-Neshevi, medieval literary figure.
Mammed Said Ordubadi, writer.
Heyran Khanum, late medieval poet.
Elşen Hudiyev, contemporary poet and writer.
Mammad Araz, poet.
Scientists
Alec (Alirza) Rasizade, an American professor of history and political science, the author of the Rasizade's algorithm.
Ruben Orbeli, Soviet archaeologist, historian and jurist, who was renowned as the founder of Soviet underwater archaeology.
Others
Bahruz Kangarli, Azerbaijani painter.
Haji Aliyev, Wrestling, World and European champion.
Vladimir Makogonov, chess International Master and Grandmaster.
Ajami Nakhchivani, architect and founder of the Nakhchivan school of architecture.
Gaik Ovakimian, Soviet Armenian spy.
Ibrahim Safi, Turkish artist.
Natavan Gasimova, volleyball player
Rza Tahmasib, Azerbaijani film director.
Gallery
See also
List of Chairmen of the Supreme Majlis of Nakhchivan Autonomous Republic
Nakhchivan Memorial Museum
Nakhchivan culture
Thamanin in southeast Turkey
References
Notes
References
Sources
Further reading
External links
Official website of the Nakhchivan Autonomous Republic
Nakhchivan Autonomous Republic
Nakhchivan Guide
Subdivisions of Azerbaijan
Autonomous republics
Enclaves and exclaves
States and territories established in 1990
Armenia–Azerbaijan border
Azerbaijan–Turkey border
Azerbaijan–Iran border
Mount Ararat
Countries and territories where Azerbaijani is an official language
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https://en.wikipedia.org/wiki/Samnites
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Samnites
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The Samnites () were an ancient Italic people who lived in Samnium, which is located in modern inland Abruzzo, Molise, and Campania in south-central Italy.
An Oscan-speaking people, who originated as an offshoot of the Sabines, they formed a confederation consisting of four tribes: the Hirpini, Caudini, Caraceni, and Pentri. Ancient Greek historians considered the Umbri as the ancestors of the Samnites. Their migration was in a southward direction, according to the rite of ver sacrum.
Although allied together against the Gauls in 354 BC, they later became enemies of the Romans and fought them in a series of three wars. Despite an overwhelming victory at the Battle of the Caudine Forks (321 BC), the Samnites were subjugated in 290 BC. Although severely weakened, the Samnites would still side against the Romans, first in the Pyrrhic War and then with Hannibal in the Second Punic War. They also fought in the Social War and later in Sulla's civil war as allies of the Roman consuls Papirius Carbo and Gaius Marius against Sulla, who defeated them and their leader Pontius Telesinus at the Battle of the Colline Gate (82 BC). Afterward, they were assimilated by the Romans and ceased to exist as a distinct people.
The Samnites had an economy focused upon livestock and agriculture. Samnite agriculture was highly advanced for its time, and they practiced transhumance. Aside from relying on agriculture, the Samnites exported goods such as ceramics, bronze, iron, olives, wool, pottery, and terracottas. Their trade networks extended across Campania, Latium, Apulia, and Magna Graecia.
Samnite society was stratified into cantons. Each city was a vicus. Many vici were grouped into a pagus, and many pagi were grouped into a touto. There were four Samnite touto, one for each of the Samnite tribes. Aside from this system of government, a few Samnite cities had political entities similar to a senate. It was rare, although possible, for the Samnites to unify under a coalition; normally the tribes and cities functioned independently from one another.
Samnite religion worshipped both spirits called numina and gods and goddesses. The Samnites honored their gods by sacrificing live animals and using votive offerings. Superstition was prominent in the Samnite religion. It was believed that magical chants could influence reality, that magical amulets could protect people, and that augurs could see the future. Samnite priests would manage religious festivals and they could bind people to oaths. Sanctuaries were a major part of the Samnite religion. These might have been used to benefit from trade networks, may have marked the border between territories, and may have been intertwined with government. Samnite sanctuaries may have also been used to reinforce group identity.
Etymology
The Indo-European root Saβeno or Sabh evolved into the word Safen, which later became Safin. The word Safin may have been the first word used to describe the Samnite people and the Samnite Kingdom. Etymologically, this name is generally recognized to be a form of the name of the Sabines, who were Umbrians. From Safinim, Sabinus, Sabellus and Samnis, an Indo-European root can be extracted, *sabh-, which becomes Sab- in Latino-Faliscan and Saf- in Osco-Umbrian: Sabini and *Safineis. Some archaeologists believe Safin refers to all the people of the Italian peninsula, others say just the people of Molise. It could also be an adjective used to describe a group of people. It appears on graves near Abruzzo from the 5th century, as well as Oscan inscriptions and slabs in Penna Sant'Andrea. The last known usage of the word is on a coin from the Social War.
Safin would go through a series of changes culminating in Safinim, the Oscan word for Samnium, meaning "cult place of the Safin people." This became the word for the Samnite people, Safineis. as well as other words in Greek such as Saini, Saineis, Samnītēs, Sabellī, and Saunìtai. These terms likely originated in the 5th century BC and derive from saunion, the Greek word for javelin.
At some point in prehistory, a population speaking a common language extended over both Samnium and Umbria. Salmon conjectures that it was common Italic and puts forward a date of 600 BC, after which the common language began to separate into dialects. This date does not necessarily correspond to any historical or archaeological evidence; developing a synthetic view of the ethnology of proto-historic Italy is an incomplete and ongoing task.
Linguist Julius Pokorny carries the etymology somewhat further back. Conjecturing that the -a- was altered from an -o- during some prehistoric residence in Illyria, he derives the names from an o-grade extension *swo-bho- of an extended e-grade *swe-bho- of the possessive adjective, *s(e)we-, of the reflexive pronoun, *se-, "oneself" (the source of English self). The result is a set of Indo-European tribal names (if not the endonym of the Indo-Europeans): Germanic Suebi and Semnones, Suiones; Celtic Senones; Slavic Serbs and Sorbs; Italic Sabelli, Sabini, etc., as well as a large number of kinship terms.
History
Origins and early history
The Greek geographer Strabo wrote that the Samnite civilization originated from a group of Sabine exiles. According to this account, during either a famine, or as part of an attempt to end a war with the Umbrians, the Sabines vowed to hold a Ver Sacrum. As part of this ritual, all things produced that year were sacrificed, including babies. Once these babies had reached adulthood they were exiled, and then guided by a bull to their new homeland. Upon reaching this land they sacrificed this bull to Mars. Other Samnite tribes claimed to have been guided by different animals. The Hirpini claimed they were guided by a wolf, and the Picentes claimed to have been guided by a woodpecker. Alternatively, the Samnites may have been connected to Sparta. This legend is possibly apocryphal. It might have been created by the Greeks for an alliance with the Samnites, or to include the Italic peoples within their worldview, and possibly to highlight similarities between the Samnites and Spartans. Archaeological evidence shows that Samnite civilization likely developed from a preexisting Italian culture.
After the Etruscans abandoned Campania in the 5th century, the Samnites conquered the region. Cities like Pompeii and Herculaneum were conquered. It is unclear what Samnite cities took part in the campaign, or why. They could have wanted its fertile soil, or to alleviate overpopulation. This theory relies on the Samnites having a poor agricultural industry, which is contradicted by other evidence. Alternatively, the Samnites could have wanted access to the Volturno River and other resources. Once Greek hegemony in Italy waned, the Samnites invaded and conquered much of their former land. They conquered cities like Cumae, only failing to take Naples. In the ensuing centuries, they would wage more war against the Campanians, Volscians, Epirot Greeks, and other Latin communities.
Samnite Wars
The Samnites and Romans first came into contact after the Roman conquest of the Volscians. In 354 BC, they agreed to set their border at the Liris River. Livy, a Roman historian who serves as a source on the Samnite Wars, states that when the Samnites attacked the Campanians, the latter civilization formed an alliance with the Romans. Igniting war between them and the Samnites in 343 BC. This account of the war's cause is not universally accepted by modern historians. Livy may be writing propaganda or trying to compare this war to other conflicts. After three Samnite defeats and a Roman invasion, the Samnites agreed to sign a peace treaty.
There are two accounts of the cause of the Second Samnite War. Possibly, Rome declared war due to a Samnite alliance with the Vestini and wars against Fregellae and Paleopolis. Additionally, the Romans wished to use the economic prosperity of the city of Venafrum for their own benefit. Conflict may have also emerged because the Samnites desired to solidify their hold over crucial economic positions. After the Roman defeat at the Battle of the Caudine Forks both sides agreed to an armistice. Fighting resumed in 326 BC. The war ended after a Roman campaign into Apulia and Samnium. Following the end of the war, the Romans annexed Bovianum and Fregellae, and forced the Samnites out of Apulia.
In 298 BC, the Third Samnite War broke out due to tension over the Lucanians, who had asked Rome for protection. On another front, treaties between the Romans and Picentes caused conflict with the Etruscans. This war came to end after the Samnite defeat at the Battle of Aquilonia. Afterwards, Samnium was conquered and the Samnites were assimilated into Roman society.
Later history
The Samnites were one of the Italian peoples that allied with King Pyrrhus of Epirus during the Pyrrhic War. After Pyrrhus left for Sicily, the Romans invaded Samnium and were crushed at the Battle of the Cranita Hills, but after the defeat of Pyrrhus, the Samnites could not resist on their own and surrendered to Rome. Some of them joined and aided Hannibal during the Second Punic War, but most stayed loyal to Rome. After the Romans refused to grant the Samnites citizenship, they, along with other Italic peoples, rebelled against the Romans. This war, known as the Social War, lasted almost four years and resulted in a Roman victory. After this bloody conflict, Samnites and other Italic tribes were granted citizenship to avoid the possibility of another war.
The Samnites supported the faction of Marius and Carbo in the civil war against Sulla. The Samnites and their allies were led by Pontius Telesinus and a Lucanian named Marcus Lamponius. They gathered an army of 40,000 men and fought a battle against Sulla at the Colline Gates. After their defeat in the battle, and subsequently the war, Pontius was executed.
As a consequence of Sulla's victory and his establishment as dictator of Rome he ordered the punishment of those who had opposed him. Samnites, who were some of the most prominent supporters of the Marians, were punished so severely that it was recorded, "some of their cities have now dwindled into villages, some indeed being entirely deserted." The Samnites did not play any prominent role in history after this, and they were Latinized and assimilated into the Roman world. Several of their gentes would go on to achieve high distinction, including the Cassii, the Herennii, and the Vibii.
Society
Economy
Most of Samnium consisted of rugged and mountainous terrain lacking in natural resources. This resulted in a mixed economy focused on using the small amounts of fertile land to practice highly developed forms of subsistence agriculture, mixed farming, animal husbandry, sheep farming, pastoralism, and smallholdings. The prosperity of the Samnite agricultural industry likely resulted in conflicts between them and other civilizations, and possibly one of the causes of the Samnite Wars.
The prominence of pastoralism and livestock in the Samnite economy was also a consequence of their homeland's terrain. Horses, poultry, cattle, goats, pigs, and sheep were all common and important kinds of livestock. These animals were valued because they could serve as a tradeable good, and as a source of food. Transhumance, or the seasonal movement of livestock from summer to winter pastures, was an important aspect of the Samnite economy. Annual short distance transhumance formed the basis of the aristocracy's wealth. Long distance transhumance was practiced between Apulia and Samnium.
During the fifth and fourth centuries BC, an increasing population combined with trade links to other Italians contributed to further agricultural and urban development. This change was most drastic in Larinum. The city began as a major grain producer with a mill and a threshing floor, and later developed into the hub for all economic activity in the Biferno Valley. The Samnites exported goods such as cereals, cabbages, olives, olive oil, wine, bronze, iron, textiles, legumes, and vines. They also imported materials such as bronze bowls and bucchero from places like Campania, Etruria, Latium, Apulia, and Magna Graecia. These trade networks resulted in the adoption of products and ideas from other cultures such as the Sabines, Latins, and Etruscans.
Samnite currency developed in the late fifth and early fourth centuries BC, likely as a consequence of interaction with the Greeks, and war, which created a need for mercenaries. Their bronze or silver currency might have been produced in Naples, and then "ordered" from the city's workshops. Alternatively, Samnite cities might have supplied the materials necessary for making currency. Or coins could have been imported from cities that Samnite mercenaries worked for. Such as Taranto. Currency at this time generally depicted places like Allifae, Nola, Philistia, or peoples such as the Campani. These images are associated with the development of the Samnite political structure. Coins may have not been used by individuals, but instead by government institutions to finance administrative tasks. Following this early period of high currency production, the Samnites began to mint less money.
Wool and leather were likely harvested by the Samnites in significant quantities, as evidenced by the numerous loom weights found throughout Samnium. Most loom weights used incised lines, dots, oval stamps, gem impressions, or imprints from metal signet rings to create patterns. Common patterns included pyramids, stars, or dotted or incised cross motifs. Motifs could have been shaped like leaves, flowers, pomegranates, or mythological figures. One loom weight from the town of Locri is decorated with a gem impression of a satyr playing the lyre. Numerous pieces of Samnite pottery with Greek words incised into them have been found. These Greek words may have served a variety of possibilities, such as instructing the weaver how to order the threads in the textile patterns, or they could also have marked the piece's quality. The Greek inscriptions may also have stated the weight of either the loom weight or the cloth, and possibly the cloth's dimensions.
The Samnites also produced amphorae, terracottas, and impasto pottery with black gloss. Protective coating, also called varnish, was used to cover pottery and amphorae. Most amphorae came from Rhodes, and pottery was commonly purchased from Greece. Pottery was also rarely imported from North Africa or areas by the Adriatic. After the urbanization of Samnite society, the production of Hellenistic or Italian pottery dramatically increased. Ceramics, pottery, and amphorae often used patterns. The majority of these patterns were trademarks or signatures from the craftsmen. On other occasions, they depicted places such as the island of Rhodes, or named government officials., such as the Meddíss Túvtíks. One example of a pottery stamp is:
Government
Throughout the Iron Age Samnium was ruled by chieftains and aristocrats who used funerary displays to flaunt their wealth. During the early third and fourth centuries, the Samnite political system developed into an organization focused on rural settlements led by magistrates. The Samnite settlements, or vici, were at the bottom of the Samnite social hierarchy. They were grouped into cantons called pagi, which were run by an elected official known as a meddiss. The pagi were organized into toutos, which were the Samnite tribes. Each touto was led by an annually elected official with supreme executive and judicial powers called the meddíss túvtiks.
Political entities similar to councils, assemblies, or senates such as the kombennio possibly existed. The Kombennio was a democratic organization in Pompeii responsible for electing officials, as well as making laws and enforcing them. Senates were located at the capitals of the Samnite tribes, such as Bovianum, the Pentrian capital. It is unclear if these forms of government existed before the Roman conquest. Despite these democratic institutions, Samnite society was still dominated by a small group of aristocratic families such as the Papii, Statii, Egnatii, and Staii.
Each Samnite tribe functioned independently from the others. However, a union similar to the Latin League would occasionally form between the tribes. Such an alliance would be primarily militaristic, with a commander and chief enforcing all laws enacted by the alliance. In order for the alliance to pass legislation, leading men of each tribe would have to unanimously agree before a bill could become a law. Such an alliance was rare, and even if some tribes unified others might refuse to unite with the other tribes. The Frentani was another Italic tribe that might have been included in this alliance, however, their importance to the union might be exaggerated. The relevance of the Samnite tribes in this organization might also be exaggerated; cities could have had more political power.
This system of government maintained itself after the Roman conquest of Samnium albeit with some reductions in power. The touto and pagus began to function as miniature Republics, while the vicus remained unchanged. The only interference from the Romans would be that the Municipum held authority over all previous institutions and could override them, while the prefectures had little authority over the Samnites.
Military
Roman historians believed that Samnite society was highly militaristic. They feared Samnite cavalry and infantry, and nicknamed them Belliger Samnis, which translates to "Warrior Samnites". It is unclear if this portrayal is accurate as most Roman historical accounts of the Samnites were written after this civilization had disappeared. Much of this work could also be propaganda. In the early periods of Samnite history, the military consisted of trained warriors led by local leaders. Access to the military (and military equipment) was dependent on one's wealth and status, while poorer and lower status individuals were relegated to work such as agriculture. Samnite soldiers would have been trained in the triangular forum in Pompeii from an early age as part of a group known as the Vereiia. The Vereiia evolved into a community service group after the Roman conquest. During the Samnite Wars, the army evolved to resemble the armies of Ancient Greek city states. This new system used phalanxes, hoplites, maniples, and cohorts made of 400 men, creating an army flexible enough to fight in mountainous terrain. Low class soldiers began to be conscripted into the army, increasing its size to several thousand soldiers, although these recruits were less skilled and poorly trained.
Livy mentions a legio linteata ("linen legion"); this unit used flamboyant equipment to differentiate itself from other Samnite warriors. According to Livy, this legion took an oath to never flee battle inside a linen structure. Scholars believe that this description was designed to highlight the differences between the "civilized" Romans, and the barbaric enemies of Rome. Livy also could have been attempting to try and convey Samnite historical and religious power through a single unit. Due to corroborating archaeological evidence, other scholars state that it would be "rash" to completely dismiss this entire story.
Armor
Samnite soldiers wore a small single disc breastplate. This breastplate, called the kardiophylax consisted of straps that passed around the shoulders, chest, and back, and attached around points. Although the triple-disc cuirass offered more protection, this armor continued to be used as a status symbol. There were three types of triple-disc cuirasses. The first used bronze to fill the space between the three identical discs. Small rings were attached to this bronze, and side straps were used to hold the armor together. Shoulder straps were also fastened to these small rings. The second type utilized an edge to outline the discs, while the third used plates to depict the heads of religious figures such as Athena or demons. All three types were constructed by placing a disc below and between two upper discs forming a triangular shape.
Broad belts made of leather, gold, or bronze were common pieces of armor, and significant to Samnite culture. They were likely dedicated to protecting the abdomen. Samnite belts were made by heating up tin alloys at 800 degrees Celsius. Afterward, work would be performed on the belt at a temperature ranging from 600 to 800 degrees Celsius. Hammers and abrasives were used to grind the strips, giving them the appearance of silver. When making the belts, a thermal treatment was used in repeated cycles to increase the durability of the material.
Samnite helmets were based on Greek military equipmentthey used cheek guards, crests, and plumes. Crests were usually made by fastening horse tails to a metal piece that hung at the back of the helmet. Rivets could also be used to pin crests to the helmet's peak. Another type of crest was thin and bushy with long free-flowing ends. Feathers and horns were a common feature of Samnite crests and plumes. Soldiers would don their greaves by resting their leg on a rock whilst using their hands to test the fit of the equipment. This piece of equipment reached down to the ankle and was likely custom-made to fit the owner. There are few depictions of Samnite soldiers wearing graves, implying that they were rarely used outside of rituals and "mock-fights."
Weaponry
Projectiles such as spears and javelins were commonly used by the Samnites. Spearheads were made from two bronze or iron parts. The upper part was the spearhead proper, and a lower part, which used a tube to hold up the end of a wooden shaft. To fasten the shaft to the spearhead, nails were driven through a hole in the shaft. Tubes were used to fit the spear into a bronze chape, which would protect the wooden shaft. Projectile weaponry was so essential to Samnite tactics that if a soldier ran out of projectiles, they would throw rocks off the ground.
Alongside spears, soldiers would use swords or even hand-to-hand combat. Depictions on pottery, and figurines such as the Capestrano Warrior showcase Samnite soldiers using a kind of Bronze Age sword called an antenna sword. Another kind of sword associated with the Samnite civilization is the short sword. Short swords were carried using a long strap fastened to either the warrior's body or the sword's hilt. Samnite art depicts soldiers receiving swords in ritual ceremonies, and warriors eager to receive swords, implying that short swords were highly valued in Samnite society. Maces were rarer than spears or javelins, yet still common. They had heavy and undecorated iron heads attached to a handle hoisted with a hole or a socket. Axes were rarely used; they may have primarily been symbols of power.
There is little archaeological record of the Samnite shield, as most of the remaining shields have had much of their components destroyed. Samnite art commonly depicts Samnite soldiers using a round shield called an aspis. To carry the shield, two straps were used. One strap was leather, decorated with patterns, and ran vertically over the middle of the shield. Another strap used to provide a firm grip ran vertically near the shield's edge. Alongside aspides, the Samnites possibly used bronze oval shields with pointed ends and incised decorations. It is possible that the Samnites used scuta. It is also possible that the Samnite scutum influenced the Roman shield; however, evidence for this is unclear. Samnite art depicts their soldiers carrying scuta; however, it is either as trophies taken from the enemy or an attempt to mimic ancient Greek art. Livy states that the Samnite shield was broad near the shoulder and chest, but thinner closer to the feet. Archaeological evidence does not substantiate this idea. Livy possibly mistook the equipment of a Samnite gladiator for that of a Samnite soldier.
Culture
Religion
Superstition dominated Samnite culture. They believed magic could influence reality and practiced augury. Vaguely defined spirits called numina were also prominent in Samnite mythology. It was essential to establish proper relations with these spirits, which evolved into the Samnite gods and goddesses. Few of these Samnite deities are known. It is known that gods such as Vulcan, Diana, and Mefitis were all worshipped, with Mars being the most prominent in the Samnite religion. To honor their gods, votive offerings and animals would be sacrificed. In a practice known as the Ver Sacrum, all things produced in a particular year would be exiled or offered to the gods. The description of these practices may have been fabricated by Livy for propaganda purposes.
Samnite gravesites often contained goods. For example, wealthy individuals had graves with statues or steles. These goods indicated the wealth and status of the individual in life. Burials required that certain practices be observed in order to bury the dead adequately. Burial was likely a sign of social status as it was rare to be buried, despite the Samnite belief in an afterlife.
Sanctuaries were important to the Samnite religion. They served a variety of purposes: they siphoned money off transhumance routes, marked borders, served as centers for communication and places of worship, and played a role in government. Over time, sanctuaries become much less prominent in Samnite culture, and were all abandoned soon afterwards.
Gender roles
There were two major roles for Samnite women: domestic and ceremonial. Women would weave, which likely played an important role in the economy. They also likely exercised a small amount of political power through the symposium, which was a kind of ancient Greek or Etruscan banquet. Other responsibilities included teaching young girls how to dance, childrearing, and possibly managing the household. Relationships between Samnite wives and husbands are unclear. Libation scenes might suggest that a wife was supposed to be dutiful and loyal to her husband. Women may have been expected to be disciplinedin Horace's Odes he complains about women lacking these traits. He possibly based his expectations of women on Samnite customs. Another possibility is that women were capable of acquiring large amounts of wealth. However, they might have only been capable of displaying their partner's wealth. Artwork and pottery depicting Samnite women showcase them involved in rituals or nearby altars with votive offerings. These rituals usually involve women honoring their husbands through offerings of wine, or possibly praying for their husbands before they leave to fight.
The geographer Strabo states that the Samnites would take ten virgin women and ten young men, who were considered to be the best representation of their sex, and marry them. Following this, the second-best women would be given to the second-best males. This would continue until all 20 people had been assigned to one another. It is possible that the "best" men and women were chosen based on athletic capabilities. If any of the individuals involved dishonored themselves, they would be displaced and forcibly separated from their partners.
Samnite society may have enforced a distinction between men, who were supposed to be warriors, and women, who were supposed to be "bejeweled". Ancient historians describe the Samnites as a warlike people; however much of this is possibly propaganda. Campanian pottery often depicts Samnite warriors and cavalrymen fighting, while Apulian pottery tends to depict them in a wider variety of circumstances. Pottery from those same cultures also depicts armed men involved with other activities such as burying the dead or marriage. Differences between male and female graves also support this theory. Men were buried with weapons and armor, while women were buried with domestic goods such as spindles or jewelry. Young adult women were typically buried with coils, pendants, beads, clothing, spindles, and fibulae similar to those worn by boys, possibly meaning that femininity was tied to youth in Samnite culture. Men wore much smaller and less elaborate fibulae, possibly indicating that the male identity was tied to maturity. The skeletons of men and women also show differences in trauma. Male skeletons found near Pontecagnano Faiano have a cranial trauma rate of 12.9%, while only 8% of female skeletons showed cranial trauma. Another community at Alfedena has male Samnite skeletons with similar rates of cranial injury. This indicates that Samnite men may have been expected to serve as warriors and fight, while women were not.
However, a large number of graves are not buried with their respective gender's items. Samnite men have been buried with goods typically associated with women, and a few Samnite women have been buried with goods associated with men. Only 3% of men in Campo Consolino were buried with their respective gender's goods, while one in five women were buried with weaponry. Men have also been found buried with domestic goods. This could be explained if these goods were not indicative of the person's responsibilities in life, but instead were offerings to the dead. The rarity of certain burial goods could indicate that they were exclusive to high-status individuals. For example, jewelry could be explained as an indication of wealth or femininity. Differences in jewelry between the graves of adolescent and young adult women could be a form of preventative healthcare; it may have been done to protect them in childbirth.
Analysis of skeletons has shown that both genders have fractures, lesions, and injuries, although men have these injuries much more commonly. This difference could be explained by greater amounts of male skeletons than female skeletons. Other skeletons showcase similarities between the lives of men and women. For example, both have healthy teeth, implying that they had healthy diets with low amounts of carbohydrates. The art depicts groups of both men and women honoring both dead men and women, indicating that Samnite men and women could be honored in similar ways after death. Each gender may have had different, but equally important roles. Another possibility is that the Samnites had two categories for gender, one being adult males, and the other, everyone else.
The Samnites possibly practiced ritualized prostitution. Young women of all social standings would engage in sexual activities as a rite of passage. It is possible this practice would transform from a ritual into a profession.
Art
The first art style used by the Samnites in Pompeii developed when Greek painters traveled to Italy to paint for local aristocrats. It borrows elements from Greek, Etruscan, and other Italic art. For example, hierarchy of scale, clothing demonstrating status, captions, episodic narratives, and depictions of history were all borrowed from other cultures.
Samnite art featured polychrome murals and paintings. The murals usually used black or red cement pavements outlined with designs that ran across tesserae. There were two different styles of tesserae: worm-like, or miculatum, and woven-style, or oppus tessellatum,. Miculatum consisted of inserting marble and terracotta trays into a mosaic floor. The oppus tessellatum style used tesserae to create an appearance resembling weaving. Samnite art was usually colorful, and it often depicted myths, warriors, or Greek subjects. Murals found in Pompeii were designed to create an idyllic sense.
Aside from the murals, other works of Samnite art have survived to the modern day. On the walls of a sanctuary at Pietrabbondate there is an unidentifiable relief that is possibly an atlas. Another possible work of Samnite or Roman origin in Isernia depicts two helmeted warriors. One example of Samnite figurative art may be the Warrior of Capestrano. The statue was, however, found in Vestini territory and depicts a Picentine warrior.
Clothing
Most Samnite clothes were loose, pinned, draped, folded, and not stitched or sewn. Clothing held symbolic and ritual purposes in Samnite society. For example, clothing indicated social status, and chitons were often used in ceremonies. The most valuable kind of clothing was a fastened bronze or leather girdle covered in bronze.
Men wore rings, amulets with snake heads, and collars. Collars were usually pierced with holes from which they suspended amulets and pendants and engraved with incised decorations. Collars would be given to the man in boyhood, and never removed. Bearskins were also common clothing.
Female clothing was similar to Greek apparel. Women wore long sleeveless peplum, caps, hats similar to a pileus, chitons, decorated belts, and chatelaine. The chatelaine had a central section consisting of mail and metal spirals made from perforated discs of metal. An essential part of Samnite women's clothing was garments long enough to touch the ground. These were worn alongside colored capes that were fastened beneath the chin and held together with a brooch. Samnite capes covered the whole upper body, the arms, and the legs, although necklaces and amulets remained visible, as the neckline of the cape did not touch the shoulders. Women also wore another kind of cape similar to a jacket. This jacket had sleeves, was fastened at the front, used a low-cut neckline, and fit the body tightly, covering much of it with folding. The frontal part of the jacket hung just below the waist, which is also nearby where it was kept. Samnite skirts were heavily influenced by Greek clothing. They covered with a himation that usually also covered the hips as well as drapery. Women wore headdresses made from a folded piece of cloth. One depiction of this kind of headdress shows it as a long veil that was folded and ran across the head. Another piece of art shows a Samnite woman wearing a hairnet beneath a cylindrical headdress with white and red stripes running across it. Some kinds of clothing were gender neutral. Red, white, or black belts covered in motifs that were usually made by using hooks to fasten cloth or leather into holes were worn by both genders.
It was common in ancient Samnium for both men and women to wear no footwear. Despite this, numerous shoe styles still existed. Some shoes were low, some reached to the ankles, and others had a small hole at their tip. Another kind used an accentuated upper edge and reached higher than the ankles. Styles of footwear did not vary greatly between gender, except for styles of boot. Female boots were usually ankle-high, while male boots reached higher. To secure the lacing of the shoe, white buttons and pointed, curved, or short lines that ran across horizontal laces could be used. Samnite sandals had white soles that used a strap to attach the soles to the foot. One kind of sandal left the foot uncovered, while the other covered it up. Socks may have existed in ancient Samnium. If they did not, an alternative could have existed, such as a sort of soft fabric used as a replacement for socks.
Italic pottery and Samnite tomb paintings depict Samnite warriors wearing tunics. These were usually made from one piece of cloth and decorated with black or white motifs that were almost always placed on the sleeves, though rarely on the lower part of the tunic. Common motifs included stripes or dots. Tunics were held together at the midriff by broad leather belts.
Livy describes Samnite soldiers wearing two kinds of clothing. One was referred to as versicolor, meaning the clothing used contrasting colors. These clothes might have been designed to give a chameleon-like appearance Livy may have intended to invoke ideas of Aeneas, who once allied with a warrior named Astyr, who had multi-colored weapons and armor. It also may have been designed to showcase the worthiness of the Samnites as opponents of Rome. These are not the only possibilitiesLivy may have wanted to reference Plato's Republic, which compares Republics to a multi-colored garment. Also, multi-colored clothing may have symbolized wealth. The other group of Samnites wore silver clothing and carried weapons.
Recreation
Drinking and eating were very important to the life of the Samnites. It served as a way to entertain, and to establish social networks, and to negotiate politics or labor. Whilst eating, the host would distribute food and drink to the guests. It was rare for wine to be given to adult men, although it was consumed by other demographics. Banquets used large containers or mixing vessels, serving vessels, and small pieces for individuals' consumption. Large containers were often amphorae or kraters. Serving vessels were usually dippers, or jugs. The smaller vessels were usually cups, beakers, kylikes, and kantharoi. It was common to import these goods, for example, bucchero was commonly imported from Etruria.
Gladiatorial games may have originated in Samnium. Roman and Greek authors such as Livy, Strabo, Horace, Athenaeus, and Silius Italicus mention that the Campanian aristocrats would host gladiator games during their banquets. It is possible that the Samnite gladiator originated from these Oscan and Samnite games. However, evidence for this is inconclusive. Other scholars believe that gladiatorial games originated from Etruria, the Celts, or the city of Mantineia. The word lanista may imply a connection between gladiatorial games and the Etruscans. Although the earliest gladiators were called Samnites, the word lanista may have no connection to the Etruscans. Art from Campania depicts Samnites in gladiatorial games. One piece of art depicts a dead gladiator with a spear stuck in the head. This indicates that the Samnites likely were not averse to brutality. Art also showcases large gladiatorial games alongside chariot racing and banquets, implying that Samnite gladiatorial games were grandiose and for entertainment. Alternatively, these games may have been conducted at funerals. Games are usually depicted taking place near funerals, and pomegranates are depicted in the background, which was symbols of the afterlife. The warriors in these funerary games are depicted wearing colorful armor.
Chariot racing and hunting with projectile weaponry were recreational activates practiced by Samnite men. In Pompeii, ancient baths were built during the time the Samnites ruled the city.
Cities and engineering
From the Bronze to the Iron Age, the number of Samnite settlements drastically increased. Most of these settlements were small, with most people living in hamlets and working for a living. These small settlements organized around larger settlements, such as Saepinum and Caiatia. Samnite cities were generally not as large as those in the rest of Italy. They were largely disorganized, and generally lacked urban centers. Roads called tratturi were used to connect the summer pastures to those of winter. Alongside these roads, Samnite cities had buildings such as temples, dining complexes, houses, and sanctuaries. Their cities had no buildings similar to a forum or an Agora, except for the city of Pompeii, which had a small forum with irregular architecture and tabernae.
Samnite cities began to develop walls and other defensive fortifications during the Samnite Wars. Walls were usually rough and crude, and located by the crest of a hill with no other defenses nearby. This indicated that they were built to allow the defending army to retreat and regroup, rather than protect the city. City gates were heavily fortified on the left side, but not on the right. This was done to force soldiers to attack the city on the side they were not holding their shield on.
Hillforts built with polygonal walling may have been either a common defensive fortification or a form of settlement that represented a transitional phase between a more rural society and a more urban one. It is unclear if these hillforts were permanent defenses as they may have only been inhabited temporarily. Scholars have proposed other possible purposes for the Samnite hillforts. They may have played a role in government. Forts may have also been used to pass along signals by fire.
Samnite architecture in Pompeii or Herculaneum often resembled that of Greek architecture. For example, palaestras, colonnades, stoai, and columns were all borrowed from the Greeks. Other techniques were borrowed from the Etruscans. Such as breaking up orthostates with narrow blocks. The Samnite palaestra in Pompeii is made from a rectangular courtyard surrounded by porticos and Doric columns made of tufa. A peristyle courtyard lies to the west of the palaestra. This building was similar to Greek palaestra, and was likely either a gymnasium, religious site, or a campus. Houses were built on foundations topped with smaller blocks laid in courses. In order to elevate the foundation, dados and orthostats were inserted into the fauces. Blocks of stone also needed to be put alongside the base of the wall. Walls were usually made of rubble. The rubble could have been carved to make it resemble carved blocks of stone, rather than rubble. Alongside this practice, layers of plaster were spread over it. Plaster was also used to make frescoes. This was done by applying pigment to the plaster whilst it was damp. Another construction material called stucco was often painted, creating the appearance of a house covered in marble. Atriums were a common feature of Samnite houses. They used impulviums, loggia, and cellae. Façades made of tuff, tabernae, peristyles, dentil cornices supported by cubic capitals, which are the upper part of a column, used figurines and were all located outside of the houses. Roofs with downspouts made of stone and tiles.
Small, personal, and makeshift farms or houses were common buildings. One farmhouse found near Campobasso consists of a square module, which was likely a stable house, and a series of rooms with hearths centered around a courthouse. The house has a small mortar line basin, a dolia, and other container vessels. Indicating that these materials were used for the process and storage of produce. Another farmstead was built in 200 BC using limestone blocks held together by yellow mortar. An archaeological site known as "ACQ 11000" had a terrace covered in thick clay, a walled space with a paved floor, and a stone wall.
Notable Samnites
Leaders of the Samnites
Gaius Pontius ca. 320s BC.
Gellius Egnatius ca. 296 BC.
Herenius Pontius, a Samnite philosopher.
Brutulus Papius, a Samnite aristocrat mentioned by Livy.
N. Papius Mr. f, Meddix Tuticus in 190 BC.
Statius Gellius, general during the Samnite Wars.
Staius Minatius, general during the Samnite Wars.
N. Papius Maras Metellus, Meddix Tuticus in 100 BC.
Numerius Statius, Meddix Tuticus in 130 BC.
Gaius Statius Clarus, Meddix Tuticus around 90 BC.
Olus Egnatius, Meddix Tuticus in the 2nd century BC.
Titus Staius, Meddix Tuticus in the 2nd century BC.
Gnaeus Staius Marahis Stafidinus, Meddix Tuticus in the 2nd century BC.
Ovius Staius, Samnite in the 2nd century BC. May have built a statue to Hercules in the sanctuary by Campochiaro.
Gaius Statius Clarus, Samnite who constructed the podium in the temple of Pietrabbondante.
Stenis Staius Metellus, Meddix Tuticus 130 BC. Possibly built the sanctuary in Campochiaro.
Maras Staius Bacius, builder of the Pietrabbondante sanctuary.
Pacius Staius Lucius, builder of the Pietrabbondante sanctuary.
Papius N. f, Meddix Tuticus in 160 BC.
C. Papius Met. f, Meddix Tuticus in 130 BC.
N. Papius Mr.f. Mt. n, Meddix Tuticus in 100 BC.
L. Staius Ov. f. Met. n, Meddix Tuticus in Bovianum in 130 BC.
Minatius Staius Stati f, Meddix Tuticus of Bovianum and Pietrabbondante in 120 BC.
L. Staius Mr. f, Meddix Tuticus in 120 BC.
Staius Sn. f, Meddix Tuticus in 100 BC.
Gaius Papius, builder of the temple in the Schiavi d'Abruzzo sanctuary.
Social War leaders
Gaius Papius Mutilus, served as Meddix Tuticus.
Pontius Telesinus, died 82 BC
Marius Egnatius, Social War general
Romans of Samnite origin
Gaius Cassius Longinus – assassin of Julius Caesar
Pontius Pilate – the 5th praefectus Iudaeae of the Roman province of Judaea from AD 26–36. He was responsible for ordering the crucifixion of Jesus.
Caecilius Statius – Roman comic poet that was possibly of Samnite origin.
Catholic Popes
Pope Felix IV- Catholic Pope from July 12, 526 to September 22, 530.
See also
Frentani
Samnite Wars
List of ancient Italic peoples
Sabellians
References
Bibliography
External links
SAMNITES AND SAMNIUM – HISTORY AND ARCHAEOLOGY OF ANCIENT SAMNIUM
Samnites in the Treccani Encyclopedia
Samnites: a Pleiades place resource (archive.org)
Italic peoples
Ancient Abruzzo
History of Campania
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https://en.wikipedia.org/wiki/Harriet%20Cohen
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Harriet Cohen
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Harriet Pearl Alice Cohen CBE (2 December 189513 November 1967) was a British pianist.
Biography
Harriet Cohen was born in London. Her younger sister was the singer Myra Verney (1905-1993) and she was a distant cousin of the pianist Irene Scharrer. She studied piano at the Royal Academy of Music under Tobias Matthay, having won the Ada Lewis scholarship at the age of 12 followed by the Sterndale Bennett Prize in 1913. She made her debut at a Chappell's Sunday concert at the Queen's Hall a year later. At this stage Cohen also had ambitions to be a composer: her Russian Impressions for piano (composed circa 1913) became her only original compositions to be published.
Her first major appearance was in 1920 when she appeared at the Wigmore Hall in a joint recital with the tenor John Coates. She became particularly associated with contemporary British music, giving the world premiere of Ralph Vaughan Williams' Piano Concerto (which was written for her) and recording Edward Elgar's Piano Quintet with the Stratton Quartet under the composer's supervision. A number of composers wrote music specifically for her, including John Ireland, Béla Bartók, Ernest Bloch and E. J. Moeran, and particularly Sir Arnold Bax (Cohen's lover), who wrote most of his piano pieces for her. This includes the music for David Lean's 1948 film version of Oliver Twist. He also composed Concertino for Left Hand for her after she lost the use of her right hand in 1948. The last six pieces in the collection Mikrokosmos by Bartók are dedicated to her.
Harriet Cohen dedicated an important effort to the performance of the Tudor composers at a time when this was unusual, and gave recitals of works by William Byrd and Orlando Gibbons and also of Henry Purcell. She was considered one of the finest performers of J. S. Bach's keyboard music, winning outstanding praise from the musicologist Alfred Einstein. Pablo Casals, also, invited her to play Bach with his orchestra at Barcelona, and Wilhelm Furtwängler extended a similar invitation on hearing her in Switzerland. She gave the first 'all-Bach' recital at the Queen's Hall in 1925.
She also cultivated Spanish music, and gave the second performance of Manuel de Falla's Nights in the Gardens of Spain, a work which became especially associated with her. She was also an early exponent of music of the Soviet Union in Britain, and visited Russia in 1935 to broadcast from Moscow and Leningrad, including works by Shostakovich, Kabalevsky and Leonid Polovinkin. These composers later sent her further compositions.
Cohen's influence went well beyond that of a musician. She became strongly associated in the 1930s with publicising the plight of German and Austrian Jews and even played a concert with the scientist Albert Einstein (Alfred's cousin) in 1934 to raise funds to bring Jewish scientists out of Germany. She became a close friend of Eleanor Roosevelt and Ramsay MacDonald as well as the first president of Israel, Chaim Weizmann.
Cohen was also a close friend of many leading figures of the time. These included not only musicians such as Jean Sibelius, Ralph Vaughan Williams, Sir Edward Elgar and Sir William Walton, but also writers such as Arnold Bennett, George Bernard Shaw, H. G. Wells and D. H. Lawrence as well as politicians or entrepreneurs such as Max Beaverbrook and Leslie Viscount Runciman. Cohen became one of the most talked-about and photographed musicians of her day.
She was vice-president of the Women's Freedom League, and was for several years associated with the Jewish National Fund and the Palestine Conservatoire of Music at Jerusalem. Cohen was appointed a Commander of the Order of the British Empire (CBE) in 1938. The Harriet Cohen International Music Award was introduced in her honour in 1951.
She was the subject of This Is Your Life in 1959 when she was surprised by Eamonn Andrews at the BBC Television Theatre.
She died in London. Her ashes rest in the Memorial Gardens at Stoke Poges, Buckinghamshire.
Efforts for refugees from Nazism
Harriet Cohen met the American journalist Dorothy Thompson in 1930 on her first tour of America, a tour which took in New York, Washington and the Library of Congress and Chicago, thus finally establishing a name for herself on the International stage. It was a meeting that was to change Cohen's life and awaken her Jewish consciousness. In 1933 Harriet Cohen travelled to Vienna to play a number of concerts, staying with Dorothy Thompson. She was profoundly moved by the plight of refugees, both Jewish and non-Jewish, who were pouring into the city from Germany. Thompson and Cohen were to correspond about the plight of Jewish refugees in Austria and Germany. Cohen was then able to pass on information from Thompson directly to the British Prime Minister, Ramsay MacDonald, who was at this time her intimate friend. Cohen met Thompson every time she went to America thereafter. From 1933 Cohen committed herself to work in Britain and the United States on behalf of refugees. This would result in a concert in America with Albert Einstein in 1934 to raise funds to bring Jewish scientists out of Germany.
In 1935 Ramsay MacDonald warned Cohen not to travel through Germany because the British Government would not be able to provide immunity for her. Soon after, Adolf Hitler passed the Nuremberg laws totally excluding Jews from public life.
Harriet Cohen had met Albert Einstein in Germany in 1929 when she had afternoon tea at his house. At the time Einstein disclosed that he played the violin and said that one day they should play together. Cohen kept her friendship with Einstein even after he had fled Germany in 1933. Cohen would often visit him in Oxford, England where he settled for a short time. Harriet's sister Myra studied there at Somerville College, where she gave a piano concert. In 1934, after Einstein moved to the United States, Harriet Cohen did finally play that duet concert with Einstein to raise funds to bring Jewish scientists out of Nazi Germany. Cohen and Einstein remained friends thereafter and he referred to her as "the beloved piano witch".
It was not until 1939 when she first met Chaim Weizmann, the future first President of Israel, that she began to support the Zionist cause and a Jewish homeland. Cohen's 1939 visit to Palestine extended her reputation there both as a concert pianist and politically. She argued with British and Jewish officials to try to get Jewish refugees admitted on ships from Nazi Germany (rather than be returned), once almost precipitating an International incident. Harriet Cohen believed passionately in a Jewish homeland but with justice to the Arab Palestinians. She survived two assassination attempts during her trip to Palestine. It was when Cohen was having dinner with Weizmann in London that Weizmann heard the news of the British Government's 1939 white paper to limit Jewish immigration to Britain to just 15,000 people a year. Blanche Dugdale, Arthur Balfour's niece, a fellow diner, prophetically said in an agonised voice, "What will happen to the millions fleeing from Hitler?"
Soviet composers
The visit in spring 1935 by Cohen to the Soviet Union was another major milestone in her career. It was the country from which her ancestors had fled 100 years earlier. Not only was Cohen bringing British music to the USSR by playing pieces by Vaughan Williams, Bax, Bliss and Ireland, she also performed Shostakovitch's Preludes, Kabalevsky's Sonatina, and the Soviet premiere of Leonid Polovinkin's Suite from manuscript. Thereafter she took their music all over Europe and was acclaimed as the first musician outside the USSR to learn Shostakovitch's Twenty-Four Preludes, which he composed in 1932 and 1933. Her contribution in bringing to the attention of the world the work of unknown Soviet composers is often forgotten.
Relationship with Sir Arnold Bax
"One day I will let my music give itself up to love – love without strife or fret or circumstances – just the praise to you". "My mouth longs for your soft mouth...". These are just two quotes from the love letters between Sir Arnold Bax and Harriet Cohen.
Harriet Cohen's love affair with Bax lasted for over forty years until he died in 1953. It was Bax who gave Harriet Cohen the name "Tania", by which she was affectionately known by close friends and family. Their passionate affair started in 1914 when she was 19 and he was 31, although they had met two years earlier. Bax was creatively inspired by Cohen and in 1915 wrote for her within 13 days three pieces including "The Princess's Rose Garden", "The Maiden with the Daffodil" and "In the Vodka Shop".
Some believe that their time together inspired his famous tone-poem Tintagel, in which he may have in part expressed his anguish at "the dream their world denied". The affair led to Bax's ultimate decision to leave his wife and children in 1918, but they could never live openly together because Bax's wife refused a divorce. Neither could their relationship be recognised publicly because of the social climate of their generation. Cohen possibly became pregnant with Bax's child in 1919 but if she did, she lost the child in an early miscarriage. Harriet Cohen's recently published letters reveal the turbulence and anguish of the relationship. Cohen always claimed that the long-standing affair denied her becoming a "Dame", but this is not substantiated. Through the 1930s their relationship became less passionate as her international career flourished, and Bax sought a quieter haven with his gentler mistress Mary Gleaves; nonetheless the affair continued and they remained close, as private letters between Cohen and Bax reveal. In 1936, for example, they travelled together to Stockholm and Helsinki and met Jean Sibelius, a composer who had long influenced Bax's music.
On 23 September 1947, Bax's wife Elsa ("Elsita") died. Cohen probably expected to finally marry Bax after an affair that had now lasted 30 years. Events were to unfold quite differently. Bax did not initially inform Cohen about the death of his wife, a fact she was to discover in May 1948 whilst recording the music that Bax had written for the film Oliver Twist, when Elsa's will was published. A greater shock followed, when Bax revealed his secret twenty-year affair with Gleaves and his intention not to remarry. This was at a time when Cohen was losing prominence in Britain, and in May 1948 Cohen had an accident with a tray of glasses, which severed the artery in her right hand thus restricting her performing career for some years.
When Bax died on 3 October 1953, Cohen was deeply affected by his death. His will bequeathed half of his interest from his literary and musical compositions to Cohen for life, and half to Mary Gleaves. After their death his royalties and estate were to pass to his children. Cohen also kept the London property that Bax had bought for her – throughout Cohen's life Bax had financially assisted her.
Other relationships
The British Prime Minister Ramsay MacDonald is one of her more prominent relationships. Harriet Cohen became close to MacDonald during the period when he was Prime Minister from 1929 to 1935, at a time of economic instability and depression which saw the rise of Nazism and Fascism in Europe. It was rumoured that MacDonald and Cohen became lovers. Their letters reflect a closeness; and she often visited him alone at 10 Downing Street and his home in Hampstead. Certainly many people did believe they were lovers and Cohen was often referred to as "the old man's darling".
Cohen was also close to Max Beaverbrook, the founder of Express newspapers and an important entrepreneur of the day. Cohen was introduced to the business tycoon Max Beaverbrook by Arnold Bennett in 1923. Beaverbrook was instantly charmed by Cohen and invited her to dine regularly with him from 1923 and through him met Lord Rothermere and Lloyd George. Beaverbrook and Cohen often met at her house, as noted in her autobiography A Bundle of Time. He was besotted with her in his own way and showered her regularly with a hundred or more roses.
Ralph Vaughan Williams was an intimate lifelong friend of Harriet Cohen. His letters to her reveal a flirtatious relationship, regularly reminding her of the thousands of kisses that she owed him. He was a regular visitor to her home and often attended Cohen's little parties that she held for her friends. She loved entertaining and inviting famous and prominent people. Cohen premiered Vaughan Williams' "Hymn Tune Prelude" in 1930 which he dedicated to her. She later introduced the piece throughout Europe during her concert tours. In 1933 she then premiered his Piano Concerto in C major, a work which was once again dedicated to her. Cohen was given the exclusive right to play the piece for a period of time.
Harriet Cohen first played for Edward Elgar in 1914 at a party when she was 18. They became close friends and this lasted until his death in 1934. In 1933 Cohen organised a concert in his honour under the patronage of the King and Queen. Undoubtedly Elgar doted on Cohen and closely followed her career, giving her constant support. Under Elgar's direction she made a recording of his Piano Quintet with the Stratton String Quartet. Elgar had only sketched it but he gave the short score to Harriet for the recording.
H. G. Wells was part of Harriet Cohen's circle of male admirers from the 1920s. After Wells parted from writer and novelist Rebecca West, it is well known that Wells took up brief liaisons with other women. Harriet Cohen is highly likely to have been one of these, as various letters from her private collection and interviews suggest. She had a magnetic personality and beauty which Wells found irresistible.
D. H. Lawrence became a close friend of Harriet Cohen's. It was clear already in 1915 that this friendship had created some tensions between Cohen and Arnold Bax. Bax protested at Cohen's closeness to Lawrence. She told Lawrence that they would have to meet secretly. In demonstrative mood that day, Lawrence scrawled across her autograph book "The door closed". A short time later Cohen contracted tuberculosis, possibly from Lawrence, who died of the disease in 1930. Cohen to Bax always denied any sexual relationship with Lawrence but many believed they were lovers. Nonetheless, Lawrence and Cohen remained good friends and were regularly seeing each other as least as part of a group of friends up until his death. They would often talk together about the music of their common friend, the musician Elgar.
Cohen was introduced to William Walton in 1923 by Arnold Bennett. They carried on a rather flirtatious friendship which Cohen described in her autobiography as "stormy but delightful". She wrote that the irritation they often felt for each other did not lessen the underlying affection. Cohen championed Walton's music both at home and abroad especially in the late 1920s and early '30s. On assigning to Cohen the premier performance of his Sinfonia Concertante in 1927 he said to her "I know it will be in safe hands".
Rosa Newmarch introduced Harriet Cohen to Jean Sibelius in London 1921 and they spent some time together. In the summer 1936 Cohen travelled in Finland with Arnold Bax and they had long discussions with Sibelius both in Helsinki and Ainola. Sibelius even wrote her the opening chord of his eighth symphony which was never published.
However, her most important relationship was probably with Arnold Bennett. "Arnold Bennett, dear friend and mentor of my youth died on 27 March 1931" wrote Cohen in her autobiography. Arnold Bennett was one of Cohen's closest friends and responsible for introducing her to many of her new friends. Bennett introduced Cohen to William Walton and Max Beaverbrook in 1923. Cohen was devastated on Bennett's sudden death from typhoid fever on 27 March 1931. She had spoken to him only a few days earlier, when he had told her how unwell he was feeling. It was Bennett who had kept Cohen on the rails for over a decade giving her honest, blunt necessary advice. Cohen listened to him and respected his judgement. He had guided her when she was in her 20s when her reputation and fame was growing both at home and abroad.
Depictions
Harriet Cohen was portrayed in two novels.
Rebecca West based the main character of Harriet in her novel Harriet Hume (1929) on Harriet Cohen. The novel is described as a modernist story about a piano-playing prodigy and her obsessive lover, a corrupt politician. The novel immortalised Harriet's love affair with the composer Arnold Bax.
William Gerhardie cast Cohen as the heroine Helen Sapphire in the book Pending Heaven and much of what is written mirrors Cohen's own life and character as well as her turbulent relationship with Gerhardie. Helen Sapphire is a musician who performs successfully all over Europe. She plays the harp and the piano. Gerhardie personified himself in the central character of Max who dreams about Helen.
She was portrayed by Glenda Jackson in the 1992 Ken Russell film The Secret Life of Arnold Bax.
Dearest Tania, a words-and-music programme telling the story of Cohen, written by Duncan Honeybourne, premiered in 2006, performed with actress Louisa Clein.
Legacy
Harriet Cohen International Music Award
The Harriet Cohen International Music Award was founded in 1951.
Harriet Cohen Bach Prize
The Harriet Cohen Bach Prize was established in 1994. It is awarded by the Musicians' Company for the most deserving pupil at the Royal Academy of Music in the field of Bach piano playing. The most recent recipient was Adam Heron in 2020.
Cohen was an art collector, and left over 40 paintings to the Royal Academy of Music, including works by Marc Chagall and Camille Pissarro, as well as British artists such as Duncan Grant, J. D. Fergusson, C. R. W. Nevinson, and Edward Wolfe.
Further reading
Cohen, Harriet A Bundle of Time (1969)
Brook, Donald, Masters of the Keyboard (Rockliff, London 1955 printing), 151–152.
References
External links
Harriet Cohen's Biography Website by British Local History
The History Press – UK's leading independent book publisher
Details on collection left to the Royal Academy of Music by Harriet Cohen – search her name in Apollo for all items
National Portrait Gallery (78 portraits)
Two Descendants of Moses Samuel (Genealogy site. This PDF contains much biographical information about Cohen.)
Ken Wetherell's anecdote
Woman's Hour, BBC Radio 4, 18 September 2008, Harriet Cohen (this 9-minute audio can be heard by following the link to the BBC archive)
British classical pianists
British women pianists
Jewish classical pianists
Alumni of the Royal Academy of Music
Commanders of the Order of the British Empire
English Jews
Pupils of Tobias Matthay
1895 births
1967 deaths
20th-century classical pianists
20th-century British musicians
Jewish women musicians
Classical pianists who played with one arm
20th-century women pianists
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