Sunset Public Hearing Questions for James K. Polk Memorial Association

Created by Section 4-13-201, Tennessee Code Annotated (Sunset Termination June 2021)

1. Please provide a brief introduction to the James K. Polk Memorial Association, includinginformation about its purpose, statutory duties, and staff.

The mission of the James K. Polk Memorial Association is “to operate, maintain,preserve, and restore the Polk Ancestral Home and properties, its grounds, and appurtenances, and to perpetuate the memory of the eleventh President of the United States.” Chapter 110 in Tennessee Public Acts, 1929 instructs the Association to “restore and preserve” the Polk Home “as a permanent memorial to James K. Polk, Governor of Tennessee and eleventh President of the United States, and as a shrine to American patriotism.”

The Association cares for and exhibits over 1,300 objects in its museum collection which interpret the lives of the Polks, their era, and their legacy, many of which were the personal belongings of James and Sarah Polk. It is also committed to education on James K. Polk’s life, legacy, and times, offering tours and maintaining a series of educational outreach programs throughout the year to that end.

The Association is a 501(c)(3) nonprofit organization governed by a volunteer Board of Directors that bears primarily responsibility for policy making, finances and fundraising, and oversight. The Board has created three, full-time staff positions (Executive Director, Curator, and Education & Programming Coordinator) and also employs several part-time Visitor Services Associates, who together work to operate the site on a day-to-day basis as a Museum open to the public seven days a week. (Note: At the time of questionnaire submission, the Executive Director position was vacant following a retirement and was being fulfilled on an interim basis by the Curator.)

2. Is the association governed by a set of by-laws or rules? If yes, please cite thereference(s).

Yes. Please see Appendix A for the Association’s bylaws and Appendix B for theAssociation’s policies.

3. Does the association have a board of directors? If so, please provide a list of the currentmembers of the board. For each member, please indicate how that member wasappointed.

Yes. Please see Appendix C for a list of the 2020-2021 Board of Directors and their responsibilities. Members of the Executive Committee are appointed by a Committee of the current Board, who presents a slate of names to the full Board and then the full membership at the annual membership meeting. They are elected by a vote of the full Board. The President of the Association is similarly nominated but is elected by a vote of the membership at the annual membership meeting. Committee chairs are appointed by the President.

4. Please provide a summary of the revenues and expenditures for the James K. PolkMemorial Association for fiscal years 2019 and 2020. Does the association carry a fundbalance, also known as a reserve? If yes, please provide additional relevant informationregarding the reserve balance.

Please see Appendix D for a full report of the revenue and expenses from fiscal year 2019-2020. Please see Appendix E for the most recent account statement from the reserve operating account.

The impact of the COVID-19 pandemic resulted in a significant loss of revenue for the Association from March through June 2020. The site was closed fully to the public between March 18, 2020 and May 25, 2020 and remained only partially reopened by the time of submission of this questionnaire. In addition, the entirety of the Association’s typically busy field trip season was cancelled, along with two annual, major fundraising events, a number of scheduled bus tours, and other programs. The 2020-2021 budget was developed in light of these unanticipated losses.

The Association does maintain a reserve account.

5. Does the association collect fees to defray the operational costs of the Polk home and itsmuseum? If so, what types of fees are collected? How much was collected in fiscal years2019 and 2020?

The Association maintains a membership program, freely open to the public, whichsupports the mission of the organization. A schedule of membership levels is attached in Appendix F. In fiscal year 2019-2020, revenue from membership dues totaled $27,682.41.

The Association also collects admission fees from visitors to the site. Admission is charged at $12 per adult; $10 per senior adult, AAA member, student, or military/veteran; $8 per child (ages 6 to 17); and $35 as a maximum charge for families (including up to two adults plus children.) Group rates and special rates for school field trips are also available.

6. Is the Tennessee Historical Commission responsible for developing and submitting abudget for the association, or does the association formulate a budget for the operation ofthe Polk home and museum?

The Association prepares and adopts its own annual budget, which takes into account anannual grant from the Tennessee Historical Commission. The Tennessee Historical Commission is not responsible for developing a budget for the Association.

7. Please describe what types of administrative support the Tennessee HistoricalCommission provides to the association.

The Association maintains a professional partnership with the Tennessee HistoricalCommission (THC) and consults THC staff on issues related to the preservation of the site’s building and grounds to ensure best practices.

8. Please describe the association’s process for receiving bequests, gifts, or propertytransfers on behalf of the Polk home and museum.

As a 501(c)(3) nonprofit organization the Polk Association receives gifts and bequests insupport of our mission, which are considered tax-deductible to the extent permitted by law. Gifts are acknowledged with a letter of thanks to that effect, accounted for in the Association’s bookkeeping, and deposited in the Association’s operating account. At times, the Board has elected to deposit large bequests in its endowment account. Restricted gifts are categorized accordingly and used only on qualifying expenses. An annual audit reviews all gifts and bequests. The Association has not been gifted property.

Sunshine Law, Public Meetings, and Conflict of Interest Policies

9. Is the James K. Polk Memorial Association subject to sunshine law requirements forpublic notice of meetings of its board of directors, prompt and full recording of minutes,and public access to minutes? (This provision of state law is located in Tennessee CodeAnnotated, Section 8-44-101 et seq.)? If so, what procedures does the association havefor informing the public of meetings and making minutes available to the public?

The Association is not subject to sunshine laws, as a private organization which receivestypically between 10-15% of its annual funding from the State. However, the Association does give public notice of its annual membership meeting in Columbia’s newspaper, maintains minutes of its monthly meetings, and may make those minutes available upon request.

10. Does the association allow for public comment at meetings? Is prior notice required forpublic comment to be heard? If public comment is not allowed, how does the councilobtain feedback from the public and those they regulate?

Meetings of the Association's Board of Directors are not typically open to the public.However, the Board does routinely invite members of the public with direct interest or involvement in a matter on the agenda to participate in the meeting when appropriate and remains regular communication with stakeholders.

11. Does the association have a website? If so, please provide the web address. What kind ofpublic information is available on the website?

Yes: www.jameskpolk.com. The website contains information about the site’s history,visitor information, past and upcoming events and exhibitions, historical content related to James K. Polk and his times, the site’s professional staff, and a link to accept online donations ormembership dues.

12. Please describe how the James K. Polk Memorial Association provides support andadvice to the Tennessee Historical Commission on policy development; budget requests;legislative proposals; and the monitoring of contracts with third-party agencies.

The Association does not advise the Tennessee Historical Commission on its policies,budget, or operations.

13. Does the association have a representative on the board of the Tennessee HistoricalCommission? If so, does that individual cast votes on important programs administeredby the commission?

No, the Association does not have an official representative on the Board of theTennessee Historical Commission.

14. What kind of community activities is the association engaged in to promote awareness ofthe James K. Polk Home and Museum? What are some examples of communitycollaboration with the Tennessee Historical Commission?

The Association organizes and presents frequent programs and events throughout theyear to promote awareness of the Polk Home & Museum and to fulfill its mission to educate the public regarding James K. Polk’s legacy and era. Some of these programs are directly educational, including 1.) Polk’s America, our long-running monthly lecture series, now also a podcast show, which invites respected scholars and museum professionals from around the country to present on a topic of their research related to James K. Polk or his times; 2.) Polk

Academy summer camp, a weekly day camp on-site for students completing grades 3-5 to engage with experiential learning about early American history; 3.) exhibition openings in the Association’s gallery space, Polk Presidential Hall, which often include curator-led gallery walks and/or expert lectures or presentations.

Other programs are designed to promote awareness of the site and its mission and to foster positive relationships between the Association and the community it serves. These events include 1.) special events at holidays, like Christmas at the Polk, which welcomed the community to the grounds for a free holiday celebration and tours of the Polk Home; setting up a booth at the City’s downtown Halloween event; and hosting a free-of-charge Easter egg hunt in our gardens; 2.) participation in downtown Columbia’s First Fridays events; and 3.) a Fall Family Day with craft activities, living history demonstrations, and hearth cooking activities.

The Association also works closely with the Tourism and Marketing Director for the City of Columbia to promote awareness of the Polk Home & Museum and to encourage visitation to the site. Most recently this resulted in the establishment of the Tennessee Presidential Trail, an initiative spearheaded by the City of Columbia and in partnership with Andrew Jackson’s Hermitage, the Andrew Jackson National Historic Site, and the Tennessee State Museum, a state agency. A marketing campaign included an online presence and the distribution of informational brochures to state welcome centers and other tourism and hospitality destinations. Through communication and partnership with the Polk Association, the City of Columbia also promotes awareness of the Polk Home through its tourism website, visitcolumbiatn.com, and other marketing campaigns throughout the year.

The Association works closely with the THC on special projects, a most recent example being a kitchen garden installed in spring 2020. The Association installed a period kitchen garden on land owned by the THC and adjacent to the Polk Home’s kitchen outbuilding, working closely with the THC throughout the research and installation phases of the project. An archaeologist from the State conducted an evaluation at the site before the ground was disturbed to ensure any possible archaeological resources were protected. Consultation with staff from the THC guided the Association’s development of the kitchen garden project and resources from the THC made the project possible through the initial acquisition of the property and the removal of a structure previously located there which impacted the viewshed of the historic property of the Polk Home and threatened its closely neighboring kitchen outbuilding.

Reports, Major Accomplishments, and Proposed Legislative Changes

15. What reports does the James K. Polk Memorial Association prepare to provide the public with information about its activities, operations, and accomplishments? Who receives

copies of these reports? Please provide a link to any reports issued in fiscal years 2019 and 2020.

The Association provides updates throughout the year to the public via its website, social media accounts (Facebook and Instagram), email mailing list, newspaper articles (especially in the Columbia Daily Herald) and through events open to the public.

The Association maintains a printed newsletter which is mailed to its membership biannually. This includes updates on any accomplishments or ongoing projects, notice of donations and memorials received since the previous newsletter, and a list of the current members of the Board of Directors. See Appendix G for the last newsletter mailed in December 2019. (Spending in response to COVID-19 holds postponed the printing of a June 2020 newsletter.)

16. What were the association’s major accomplishments during fiscal years 2019 and 2020?

a.) The Association installed and opened a c. 1820 kitchen garden on land owned by theTennessee Historical Commission. (Details of this working partnership are included above in Question 14.) This project expanded interpretation at the site by presenting a more period-appropriate landscape as it may have appeared when James K. Polk lived there, and introduces narratives related to enslaved labor at the site, ecology and foodways, and the institutional history of how the landscape was developed in the 20th century and changed over time.

b.) The Association made necessary maintenance updates to several of its buildings, including removing deteriorated reproduction floor coverings on the second floor of the Polk Home; painting walls, removing aged and damaged carpet, and refinishing hardwood floors at the Sisters’ House; and entering a contract to replace HVAC systems across the property to better maintain museum standards for temperature and relative humidity control (with work beginning in August 2020 and ongoing at time of questionnaire submission.)

c.) The Association completed a full inventory of its museum collection, updating allrecords with complete catalog entries, accurate location and provenance information, object photography, and updated condition reports.

d.) The Association completed a major restoration of the Polk Place fountain in its courtyard, as well as conservation on three other museum objects in its collection.

e.) Celebrating ten years since the opening of its gallery space, Polk Presidential Hall, the Association curated and developed two original exhibitions: “Crafted by Conscience: Material & Belief in Polk’s America,” which received award from the Southeastern Museums Conference

and the Tennessee Association of Museums, and “Audubon: Nature & Nation,” which ran from February 14 through August 2, 2020.

17. Please describe any items related to the association that require legislative attention andthe proposed legislative changes.

No outstanding item requires legislative attention at this time.

18. Please identify the appropriate agency representative or representatives possessing

substantial knowledge and understanding of the responses provided to the sunset review

questions.

Candice Roland Candeto, Interim Executive Director

Harvey Church, President of the James K. Polk Memorial Association

Benjamin Sanders, First Vice President of the James K. Polk Memorial Association

Beth R. Sands, Past President of the James K. Polk Memorial Association

19. Please identify the appropriate agency representative or representatives who will respond

to the questions at the scheduled sunset hearing.

Candace Roland Candeto, Curator & Interim Executive Director

20. Please provide the office address, telephone number, and email address of the agency

representative or representatives who will respond to the questions at the scheduled sunset

hearing.

Candace Roland Candeto

931.388.2345(o) 434.989.8662(c)

candice@jameskpolk.com

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CONSTITUTION OF THE

JAMES K. POLK MEMORIAL ASSOCIATION (Updated 1994; Same 2003)

Article 1. The name of the organization shall be: THE JAMES K. POLK MEMORIAL ASSOCIATION.

Article 2. The purpose of the organization shall be to operate, maintain, preserve, and restore the Polk Ancestral Home and properties, its grounds, and appurtenances, and to perpetuate the memory of the eleventh President of the United States.

BY-LAWS JAMES K. POLK MEMORIAL ASSOCIATION

(Updated November 1, 2006)

ARTICLE I: MEMBERSHIP

Membership is open to anyone regardless of race, creed, sex, or nationality. Membership categories and cost shall be determined by the Board.

Article II: DUES

Annual dues are payable January fifteenth (15th) and become delinquent March first (1st). Only members who are current with their dues shall be eligible to hold office, serve on the Board and receive other privileges of membership.

Article III: ELECTION OF OFFICERS

SECTION 1. Election shall take place at the Annual Pilgrimage Luncheon from the slate presented by the Nominating Committee. Each slate shall consist of officers in one of the following groups, with the office of President-Elect added to the slate in odd years.

Group 1: Third Vice-President (Ways and Means) and Treasurer. Group 2: First Vice-President (Properties) and Recording Secretary. Group 3: Second Vice-President (Membership) and Parliamentarian.

SECTION 2. The President-Elect shall serve for one year, and then continue as President for one two-year term. The new President-Elect shall be elected at the end of the current President’s first year in office.

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SECTION 3. All other terms of office shall be for three years.

SECTION 4. No officer shall be eligible for re-election to the same office for consecutive terms. An appointee filling a partial unexpired term is eligible to be elected to that same position in the following term. (11/03)

ARTICLE IV: BOARD OF DIRECTORS

SECTION 1. The Board of Directors is composed of the Executive Committee and the Chairmen of the Standing Committees. The President shall appoint the Chairmen of the Standing Committees. Each appointed chairman should appoint members of her/his respective committee. The Board of Directors shall meet the second Wednesday of each month. The three immediate past Presidents shall serve as ex-officio members of the Board, but not of the Executive Committee, with the single exception being that the immediate Past President shall serve on the Executive Committee for the year immediately following her/his term as President. The Executive Committee shall be vested with the duties delegated to it by the Board of Directors. (11/03)

SECTION 2. The Chairmen of the Standing Committees shall serve two-year terms on the Board of Directors, to coincide with that of the President who appoints them.

SECTION 3. The Board of Directors shall be responsible for establishing a yearly budget. No major decision concerning expenditure of unbudgeted funds may be made by any officer and/or committee without a vote by the Board of Directors.

SECTION 4. The Board of Directors shall prepare job descriptions and approve salaries of all paid staff.

ARTICLE V: EXECUTIVE COMMITTEE

SECTION 1. The Executive Committee shall consist of the officers of the Association. The immediate past President shall be a member of the Executive Committee for the year following her/his term of office.

SECTION 2. In the interim between meetings of the Board of Directors, the Executive Committee shall have full authority to manage and supervise the business and affairs of the Association, provided that a majority of the members of the Executive Committee are present or polled. (11/03)

SECTION 3. The President shall appoint a member to fill any resigning officer’s unexpired term, with the approval of the Executive Committee. (11/03)

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ARTICLE VI: DUTIES OF OFFICERS (SEE EXPANDED JOB DESCRIPTIONS ON FILE AT SISTERS’ HOUSE) (11/03)

SECTION 1. The President shall preside at all meetings of the Association. She/He shall be an ex-officio member of all standing committees except the Nominating Committee and shall be responsible for the general supervision, maintenance, and operation of the Polk Properties. The President may call a membership meeting as she/he deems necessary or at the written request of ten members. She/He may also call other Board or Executive Committee meetings at her/his discretion.

SECTION 2. The First Vice-President shall perform all the duties of the President in her/his absence. In case of a vacancy, she/he shall fill the office of President until the next election. In assuming the position of First Vice-President, she/he shall also serve as Properites Chairman.

SECTION 3. The Second Vice-President shall perform all the duties of the First Vice-President in her/his absence. In assuming the position of Second Vice-President, she/he shall also be Membership Chairman.

SECTION 4. The Third Vice-President shall serve as Ways and Means Chairman. She/He shall be responsible for coordinating fundraising for the Association. (11/03)

SECTION 5. The Recording Secretary shall keep a correct record of proceedings at all Board and Executive Committee meetings. (11/03)

SECTION 6. The Treasurer shall monitor the financial matters of the Association and report to the Board of Directors at regular intervals about the financial health of the organization. She/He shall oversee and present budgets and financial statements to the Board, ensure that proper accounts and records are kept, and be instrumental in the development and implementation of financial and investment policies. She/He shall oversee the appropriate staff members responsible for the financial activities of the Association. (11/03)

SECTION 7. The Parliamentarian shall serve as Chairman of the Nominating and Constitution Committees.

SECTION 8. The President-Elect shall be an ex-officio member of the same committees as the President.

ARTICLE VIII: ADVISORY COMMITTEES

Advisory committees may be appointed as deemed necessary for special projects. (11/03)

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ARTICLE IX: AMENDMENTS

Any article or section of these by-laws may be amended by majority vote at any meeting of the Joint Board, provided that notice of the proposed amendment has been in the notice of said meeting.

ARTICLE X: PARLIAMENTARY PROCEDURE

In all matters not covered by its By-laws, this Association shall be governed by Robert’s Rules of Order, Newly Revised.

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Definitions

1. Polk Home shall be defined as the main home of James K. Polk only. It shall notinclude the Sisters’ House, Kitchen House, Gardener’s Shed, gardens or PolkPresidential Hall.

2. Polk Presidential Hall shall be defined as the building located on 810 South HighStreet purchased by the Polk Memorial Association in 2005. It shall be referred toin this Policy Manual as “PPH”.

3. Polk Properties shall be defined as the Polk Home, PPH, Sisters’ House, KitchenHouse, Gardener’s Shed, Gardens and any and all other buildings located on theproperty.

Policies for Visitors

The Polk Properties shall be open during the following hours: (9:00a.m. - 4:00p.m. Monday-Saturday, from November through March; 9:00a.m. –5:00p.m. from April through October; Sunday afternoons 1:00 p.m. - 5:00p.m. throughout the year.

The Polk Properties will be closed Thanksgiving Day, Christmas Eve, Christmas Day, and New Year’s Day.

Effective April, 2019: Admission charges for the Polk Properties and PPH shall be as follows:

Adult $12.00 Sr. Citizen (60+)/ AAA Members/ Active or Veteran in U.S. Military/ College Student $10.00 Child (6-18) $ 8.00 Family $35.00 Group $ 7.00 per adult

$ 3.00 per child

Admission rates for only the PPH exhibit shall be as follows: Adult/Sr. Cit. $5.00 Child/Youth (6-18) $3.00

Children under the age of 6 years old shall be admitted for free to the Polk Home and PPH.

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Visitors may pay for their admissions with a credit card.

Tour escorts, bus drivers of commercial tours and adult supervisors of school groups shall be given free admission to the Polk Properties.

Visitors may not use flash cameras inside the Polk Home, PPH or the Sisters’ House.

One Sunday in November, near President Polk’s birthday, to be designated annually by the Board, all visitors shall be admitted to the Polk Home free of charge. This shall not apply to PPH.

Visitors shall not be allowed to see the Sisters’ House Museum and video program without paying the Polk Home admission fee.

The Polk Association does not discriminate on the basis of race, religion, color, age, creed, sex, or national origin in providing services to the public.

Complaints in regard to alleged violations of the Polk Association’s anti-discrimination policies should be submitted in writing to the Executive Committee. The Committee may request personal interviews with the individuals making the complaints.

To meet the Limited English Proficiency requirements of Title VI, the Polk Association will follow the Tennessee Department of Environment and Conservation’s LEP Policy and Procedures from October 3, 2017.”

Policies for Staff

The Job Description is an overview of the position’s general responsibilities and is not a complete list. Each position requires an individual with the willingness and flexibility to contribute daily to the overall purpose of the Association in a timely and positive manner. The Board reserves the right to alter the Job Description at any time in response to the overall needs and wellbeing of the Association.

The Executive Director is responsible for overseeing the administration, fundraising, marketing, programs, community outreach, and strategic planning for the James K. Polk Memorial Association. The position reports to the Board of Directors. General responsibilities are as follows:

1. Works with the Board in order to fulfill the mission of the James K. PolkMemorial Association

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2. Develops and communicates institutional vision and leadership through strategicplanning and by serving on the Long Range Planning Committee

3. Takes primary responsibility for fundraising, to include prospect research, majorgifts, capital campaigns, membership, corporate giving, and planned giving, aswell as grant writing, and explores all possible avenues for revenue generation

4. Prepares and maintains annual budget and oversees the financial health of theAssociation including overseeing management of the endowment

5. Oversees property management and facilities planning, including buildingmaintenance needs and the day-to-day operation of the Polk Properties

6. Hires and schedules qualified Visitor Service Associates and housekeeping,garden, and other maintenance contractors

7. Develops policies for staff handbook including State and Federal requirementsregarding discrimination, grievances, and sexual harassment; informs staff ofpolicies and ensures compliance; leads and schedules regular staff meetings

8. Creates and maintains emergency preparedness plan and regularly communicateswith staff and relevant community partners to ensure understanding

9. Communicates regularly with the Board and present monthly reports10. Oversees comprehensive schedule of programming and community outreach

initiatives11. Serves as primary representative and spokesperson from the President James K.

Polk Home and Museum to the Board and the community12. Enhances the Polk Properties and the Association’s image by being active and

visible in the community and by working closely with other professional, civic,and private organizations

13. Serves as the liaison between the James K. Polk Memorial Association and theState of Tennessee

14. Signs all notes, agreements, and other instruments made and entered into onbehalf of the Association, including registering the Association as a nonprofitorganization with the State of Tennessee

15. Performs other tasks as requested by the Board of Directors.

The Curator is responsible for the care and management of the collection and oversees historical interpretation at the Museum through its exhibitions, tours, and programming. The position reports to the Association’s Board of Directors. General responsibilities are as follows:

1. Manages collection needs, including monitoring and making recommendationsfor conservation, and maintains collections database

2. Plans, researches, and develops permanent and temporary exhibitions includingthe Polk Home

3. Develops the collection by making recommendations for deaccessioning, to beapproved by the Board, and pursues acquisitions appropriate to the Association’sCollecting Policy

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4. Trains and manages tour guides with regards to interpretation of the Polk Home tour

5. Assists Executive Director with grant writing related to collections and exhibitions

6. Prepares and maintains annual curatorial budget to be submitted to the Executive Director.

The Education and Programming Coordinator is responsible for ensuring positive and educational experiences for family and student guests to the Museum and providing enriching educational experiences for all ages that support the mission of the James K. Polk Memorial Association. The position reports to the Curator. General responsibilities are as follows:

1. Develops and leads programming for K-12 school students and educators, including homeschooling groups

2. Assists Curator with developing and implementing Polk Home house tour, with special regard to the student and family visitor experience

3. Works with Curator to develop exhibition-specific programming 4. Coordinates and leads camps 5. Leads general house tours.

Guest Service Associates (docents) are responsible for ensuring a positive experience for guests to the Museum by providing excellent customer service, engaging and informative interpretation, and a clean, safe, and welcoming atmosphere. The position reports to the Executive Director. General responsibilities are as follows: 1. Provide accurate and engaging interpretation through Polk Home and exhibition tours and by answering guests’ questions 2. Conduct point-of-sale transactions with efficient and friendly customer service 3. Maintain museum shop inventory 4. Serve as ambassadors and representative of the museum as primary front-of- house staff by presenting a welcoming and inclusive institutional body language 5. Assis with educational programming 6. Assist Curator with collections cleaning and maintenance as needed 7. Staff special events and programs as needed.

Schedule for the docents in the Polk Properties are the responsibility of the Director. The Executive Committee must approve any changes in interpretation.

The Polk Association does not discriminate on the basis of race, religion, color, age, creed, sex, or national origin in hiring.

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In addition to providing copies of Federal and State anti-discrimination laws to the Polk Home’s staff, the Polk Association will use the Tennessee Department of Environment and Conservation’s Title VI online training module for staff instruction.

Membership

Payment of dues is not required of members in nursing homes.

All Polk Memorial Association members will have free admission to the Polk Home only, and will be given a 10% discount on Museum Shop purchases. All Polk Memorial Association members shall receive a 20% discount on admission to PPH

Polk Memorial Association members shall serve as hosts/hostesses at the Polk Ancestral Properties when asked by the Volunteer Chairman and/or chairman of any special events, and shall serve on committees as required by other chairmen. Members will also be expected to support fund raising projects.

The Annual Business Meeting (Pilgrimage Luncheon) is traditionally held the 4th Thursday in April. The chairman for this meeting shall be appointed before the November Board Meeting. Only members will be invited.

The laying of the wreath on James K. Polk’s grave to commemorate the birthday of President Polk shall be on or near his birth date, on a date set in consultation with the Office of the U.S. Army in Tennessee or by the United States President.

Members may occasionally be allowed to volunteer for Association projects at the discretion of the Director and President.

The membership levels for the Polk Association go into effect as of January 15th, 2019. Current two-year memberships will be honored until the membership expires. At that time, the member will be offered the proposed plan. Memberships will be for twelve months from the day the member joins.

Student $25 Individual $45

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Family $65 Young Hickory Society $25 (YHS members must participate in at least two Polk Home service projects per year. They receive the basic membership benefits plus free admission for one guest.) Member of the Bar $100 (basic membership benefits plus free admission for one guest and free invitations to special preview events at PPH) Governor’s Cabinet $250 (Member of the Bar benefits with free admission for two guests plus recognition on a Sisters’ House supporting members panel)

Speaker of the House $500 (Governor’s Cabinet benefits with free admission for four guests plus two complimentary tickets to Bloodys & Biscuits in April) Hail to the Chief $1,000 (Speaker of the House benefits plus special access to behind-the-scenes events and a 25% discount on event rentals

Membership applications can be received at any time. There will be no quota on the number of members accepted, and members may submit more than one proposal per year. Upon receipt of the membership application, the Membership Chairman will send the applicant a letter outlining the requirements of membership and inviting the applicant to join.

Although members are not required to do volunteer work, the Association will offer them opportunities for volunteering their services and talents.

The First Lady of Tennessee will be invited to become an honorary member of the Polk Memorial Association by the President annually. The James K. Polk Memorial Association shall not discriminate on the basis of race, creed, sex or national origin.

Polk Properties and the Collection

See Collection and Procedure Manual maintained by the Curator.

A professional photographer’s donation (fee) for use of the Polk Gardens, members included, will be $25.00 per photographic session to be paid at the Reception Desk at the time of the photography. In the case of multiple subjects photographed by the same

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photographer in a single session, a minimum fee of $25.00 will be charged, and $5.00 per subject for any more than five subjects will be added.

No person will be professionally photographed inside the Polk Home or Presidential Hall with the exception of members and visitors for media coverage. All other requests will be handled at the discretion of the Executive Committee.

Before any item is placed or planted in the garden area, Board approval is required. (This policy does not apply to annual plantings and ongoing maintenance.)

The pianoforte may be played only with the permission of the Board of Directors.

The Polk Association charges a “reproduction fee” of $50.00 for the publication of images of Polk Home artifacts. The fee may be waived at the discretion of the Curator and/or Director to allow flexibility in special situations. The additional fees are as follows:Publication/Exhibition Permission Fees: Publication, One Time U.S. Rights Non-Profit: $20 Commercial: $50 Publication, One Time World Rights Non-Profit: $25 Commercial: $75 Publication, One Time U.S. Rights, Cover Non-Profit: $50 Commercial: $100 Publication, One Time World Rights, Cover Non-Profit: $60 Commercial: $125 Television Non-Profit: $0 Commercial: $100 Internet Non-Profit: $0 Commercial: $100 Exhibition Non-Profit: $0 Commercial: $100

Photographic Reproduction Fees: 8*10 B/W Glossy Print: $25 8*10 Color Glossy Print: $25 All prints larger than 8*10: Case by Case basis 35mm Color Slide $15 4*5 color transparency rental $25 High Resolution Digital Scan $25

General Financial Policies

The President shall ask each Committee Chairman and Board member needing funds for the year or for a specific project to submit a written itemized budget and request for funds prior to the March meeting, so that the budget can be submitted for approval at the April Board meeting.

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The Association Treasurer shall disburse all monies, with exceptions being temporary treasurers appointed for and disbursing funds for special events or projects.

Items included in approved committee budgets will not require further Board action before expenditures are made.

The Treasurer shall work with auditors on an annual audit to be done immediately after the end of each fiscal year.

The Association must register yearly with the State of Tennessee as a non-profit organization by the Director.

The President, Director or appropriate chairman must initial a statement before the Treasurer can make a payment.

Routine memorial contributions, unless designated, are to be applied to the General Operating Account. Other donation monies, unless designated, are to be applied to the Endowment Fund or to the Capital Improvement & Reserve Operating Fund at the discretion of the Board.

A 10% discount at the Museum Shop shall be given to all members and staff. (9/03)

The database history of all contributions to the James K. Polk Memorial Association and its projects will only be available for Polk Association use/projects with the President’s or Treasurer’s approval.

Long Term Money Management Policy (Includes Endowment, Capital Improvement & Reserve Operating Accounts)

Goals:

1. The primary goal of this policy is to maximize each accounts return through a diverse portfolio while taking moderate risks.

2. In general, fixed income instruments and securities should be purchased with laddered maturities.

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a. Reserve Operating Account: The primary objectives are liquidity and safety. The secondary objective is income. As a general rule, investments should be restricted to ones having maturities of two years or less. Suitable investments could include bank savings accounts, certificate of deposit, money market accounts, and U.S. Treasuries or Agency securities.

b. Endowment Account: The primary objective is to maximize income while taking moderate risk. As a general rule investments may include intermediate term fixed income securities rated A or better, bank savings accounts, certificates of deposit, money market accounts, U.S. Treasury or Agency securities, highly regarded open end mutual funds, closed end mutual funds, index funds, exchange traded funds, and preferred stocks.

c. Capital Improvement Account: This account is long term in nature and its goals may be flexible according to current needs of the Association. As a general rule investments may include intermediate term fixed income securities rated A or better, bank savings accounts, certificates of deposit, money market accounts, U.S. Treasury or Agency securities, highly regarded open end mutual funds, closed end mutual funds, index funds, exchange traded funds, and preferred stocks.

Implementation:

1. The Board shall appoint a Professional Financial Consultant who will make recommendations to the Treasurer and will professionally oversee the investments of the Association. This Consultant will serve at the discretion of the Board’s Treasurer and the Board. The Financial Consultant shall report directly to the Board on a semi-annual basis in January and July of each year.

2. The Treasurer of the Association, with an appointed committee, shall meet on a quarterly basis with the Professional Financial Consultant, Director of the Polk Home, and the Association President.

3. Executive Committee approval is needed for any change in investment instruments.

4. The Treasurer of the Association shall serve as the Board’s Investment Representative.

General Policies for the Board and Executive Committee

The Executive Committee shall include the following offices: 1. President; 2. Immediate Past President; 3. 1st Vice President, Properties;

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4. 2nd Vice President, Membership; 5. 3rd Vice President, Ways & Means; 6. Parliamentarian; 7. Treasurer; and 8. Recording Secretary.

Before holding the office of President, one must have previously served a term on the Board of Directors.

A person may serve as chairman of only one standing committee at any given time.

Records for all special projects, including updated guidelines if necessary, shall be filed in a timely manner.

The Policies shall be updated annually by the Parliamentarian with the help of the President and Recording Secretary and be presented by the Parliamentarian at the March meeting. The date of each update shall be noted with the policy change or addition. The revised Policies shall be available to the general membership at the front desk of the Sisters’ House by April 1 of each year.

New Board Member orientation shall be conducted jointly by the Immediate Past President and the incoming President at the May Board meeting. Each outgoing Board member shall do an individual orientation for her/his incoming counterpart and turn over all materials relating to her/his job prior to this date. Each new member of the Board shall receive a packet containing a copy of the Constitution and By-Laws, and updated Policies. She/He should also be encouraged to read old minutes and consultant reports, as well as the Long Range Plan and Budget.

The Immediate Past President shall serve as chairman of the Long Range Planning Committee, and hold a meeting each January to review and update the Long Range Plan. The Long Range Plan shall be presented to the Board at the February or March meeting. The Associations membership list shall not be given out except for the explicit purpose of Polk business.

The Nominating Committee should be comprised of the Parliamentarian and at least three Past Presidents. The Parliamentarian shall present the slate at the annual luncheon in April of each year for approval by the Members of the James K. Polk Memorial Association.

Special Committee

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A permanent Steering Committee shall oversee the Association’s biennial fundraiser. The committee’s duties include selecting a site for the event, , serving as a liaison between the chairmen and the Board, and establishing guidelines for the fundraiser. The committee’s chairman serves on the Association Board of Directors. The President is a member of the Steering Committee.

Steering Committee

This committee was formed as a permanent self sustaining committee to maintain continuity for the Polk Association’s major fundraising event. It consists of five to six members, with the Chairman serving as a member of the Polk Association’s Board of Directors. Responsibilities of the committee include:

1. Choosing the site for the Biennial Dinner Dance. 2. Choosing the Party Chairmen, in consultation with the sitting Polk

Association President. 3. Obtaining bids for the necessary tents and equipment, and working with the

Chairmen on tent placement. 4. Meeting with and advising Party Chairmen on a regular basis. 5. Keeping records from past events to monitor possible changes and

improvements. 6. Overseeing the chairman and treasurer of the dinner dance activities.

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Responsibilities of Officers

Standing Committee Chairmen: Job Descriptions

PRESIDENT

1. Preside at all meeting of the Association. 2. Serve as an ex-officio member of all committees except Nominating

Committee. 3. Appoint Chairpersons for standing and/or special committees prior to the May

meeting each year. 4. Work actively with any special projects and or fundraising projects. 5. At the written request of ten Association members, the President shall call a

meeting of the full membership within thirty days. 6. Call Board or Executive Committee meetings at his or her discretion. 7. May poll the Executive Committee for votes as needed for continue operation

between regular meetings. 8. Work in close contact with the Executive Director and Curator of the Polk

Properties. 9. Be responsible for the general supervision, maintenance, and operation of the

Polk Properties. 10. Establish plans for and encourage participation in the Annual Spring

Luncheon, held in April of each year. 11. Make arrangements for the wreath laying ceremony at President Polk’s tomb

at the State Capitol in November near President Polk’s birthday. 12. Sign all contracts as directed by the Executive Committee. 13. In the Treasurers absence the President shall have authority to sign checks. 14. Be a signatory for the Association’s safe deposit box. 15. Serve as a member of the Board for Columbia Main Street Inc. 16. Organize and Maintain annual calendar

• For events of the Polk Association • For regular duties of its officers and Board • For regular monthly Board Meetings, specifically for meetings annually

designated for certain purposes 17. Appoint Chairpersons for the Spring Luncheon prior to December of the year

preceding the luncheon. 18. Issue an annual invitation to the First Lady of Tennessee to be an honorary

member of the Polk Association. 19. Support the Polk America’s program. 20. Contribute to and approve the Bi-Annual Edition of the “Polk Notes”

Newsletter and any and all publications either printed or electronic. 21. Serve as a member of the Steering Committee.

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22. Work closely with the Ways and Means Chairman to co-ordinate total fund raising activity for the Association.

23. Work closely with the President Elect to educate them on functions of the office of the President on their responsibilities.

24. Represent the Polk in general. 25. Before leaving office

(a) with the assistance of the current Treasurer, purge any financial files four years old or older except for: tax and payroll information; the external audit, and receipts or invoices for the purchase of assets which are capitalized, which should be retained for the life of the asset, and receipts related to major repairs of such assets, which should be retained for at least six years; and (b) make certain that copies of the monthly minutes (including treasurer’s reports, director’s reports, and curator’s reports) are on file to be retained indefinitely.

PAST PRESIDENTS

1. Each Past President of the Polk Association serves on the Board for a total of six years, following his/her term as President;

2. In the first year following her term as President, the immediate Past President serves on the Executive Committee; and

3. The most recent Past President is responsible for planning and chairing the Long Range Planning meeting, held in January of each year. He/She shall present any changes or up-dates to the Long Range Plan to the Board at the February meeting.

IMMEDIATE PAST PRESIDENT

1. Serve as a member of the Board for six years total after term as President; 2. Serve as a member of the Executive Committee of the Association for one

year immediately following term as President; 3. Serve as Chair of the Long Range Planning Committee for two years after

leaving office as President, calling a meeting of this Committee in January of each year to up-date the Plan; and

4. Present the up-dated Long Range Plan at the February Board meeting.

PRESIDENT-ELECT

1. Follow the President; 2. Get to know Board members, their job descriptions and expectations for those

positions; 3. Work with the President and assist her on any projects ongoing at the

Association;

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4. Attend all board and committee meetings (as an ex-officio member only) with the President;

5. Become familiar with the budget, investment accounts, audits, monthly statements, and all other financial workings of the Association;

6. Become familiar with and participate in fund raising projects of the Association;

7. Become familiar with the Long Range Plan and its status; 8. Become familiar with the Constitution, By-laws, and Policies and traditions of

the Association; 9. Spend time with the Director and Curator learning how day-to-day operations

work at the Polk Home; 10. Become familiar with the Museum Shop, its staff, and its financial status; and 11. Become familiar with the annual calendar for the Association.

Properties Chairman (First Vice- President)

1. Be responsible for Maintenance, repairs, security and general upkeep of the Polk Properties, working closely with the Director and Curator on all above issues.

2. Supervise routine housekeeping, working with the Director and Curator who directly oversee the staff.

3. Participate in preparation for all special activities of the Polk Properties. 4. Perform the Duties of the President in the event of his or her absence. 5. In the event of a vacancy in the office of the President, the First Vice President

shall fill the office until the next election.

MEMBERSHIP CHAIRMAN-SECOND VICE PRESIDENT

1. Maintain current membership list (database). 2. In January: Send out letter to membership announcing that annual dues are

due. a. As dues are received, update membership database and send checks to

Treasurer. b. Send letter of congratulation and welcome each new member.

3. In March: Send reminder letter to all members who have not responded to the initial notification of dues. a. As dues are received following this letter, update membership

database, and send checks to Treasurer. b. Send letter of congratulation and welcome each new member.

4. End of March: Compile an inactive Membership list, listing all members who did not pay dues.

5. Upon request, send letters to newcomers or prospective members.

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6. In the 3rd Quarter of each year: Review membership categories with Board for possible changes.

7. In the 4th Quarter of each year: Have Membership cards printed for upcoming year.

8. Keep updated “areas of interest” list reflecting members individual preferences for volunteer work for reference by other committee or project chairmen.

9. Serve as Second Vice President, assuming duties of First Vice President in the event of his or her absence.

WAYS AND MEANS CHAIRMAN-(THIRD VICE PRESIDENT)

1. Coordinate all fundraising projects for the Association. 2. Assemble the Ways and Means Committee. 3. Works with the Co-Chairman of the Biennial Fundraising Dinner Dance, Golf

Tournament, Raffle or other fundraising event to avoid overlapping of financial solicitation.

4. Assists the President and Board in soliciting public, private and corporate financial support and awareness.

5. Serve as Third Vice-President of the Board.

RECORDING SECRETARY

1. Keep a correct record (minutes) of proceedings of all meetings of the Association.

2. Prepare two copies of each set of minutes (plus the original). Two copies are to be given to the Treasurer, and the original is to be placed in the Secretary’s file located in the Board Room.

3. Assist with the annual update of the Policies and present a copy to the Parliamentarian prior to March 1st of each year.

4. Denote each change to the Policies in the minutes with an asterisk. (This will facilitate updating the Policies in the annual review in the spring of each year.)

5. A small recorder is very helpful in taking minutes 6. Minutes to be distributed electronically to Executive Committee and Board

members at least one week prior to their next scheduled meeting.

PARLIAMENTARIAN

1. Serve as Chairman of the Nominating Committee. In January of each year, appoint a Nominating Committee of 3 to 5 past presidents to select a slate of officers for the coming year, and serve as this Committee’s Chair;

2. Present slate of officers for election at the annual April meeting;

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3. Serve as Chairman of the Constitution Committee, and present any changes in the Constitution as directed by the Executive committee;

4. Following the February Board meeting, call a meeting with the President and Recording Secretary to update Policies, including job descriptions, document from the previous year. New Policies should be presented at the March Board meeting. Any necessary votes should be held at that time;

5. Present (or make available) updated Policies document to the Board at the May Board meeting;

6. Prepare orientation packets to be handed out at the May Board meeting to new Board members; and

7. Presents any new Board member, who fills out an un-expired term, an orientation packet including updated policies.

TREASURER

1. Monitor the financial matters of the Association and report to the Board at regular intervals about the financial health of the organization;

2. Oversee and present monthly financial statements and semiannual statements to the Executive Committee and quarterly to the Board of Directors

3. Ensure that proper accounts and records are kept; 4. Serve as Chair of the Budget Committee; 5. Present the annual budget to the Board for approval at the April Board meeting; 6. Be instrumental in the development and implementation of financial and

investment policies; 7. Work with the paid auditor on the annual audit to be completed immediately after

the end of each fiscal year; 8. Work with the professional investment advisor:

a. Review monthly investment statements and reconcile such statements with any investment actions of the Board.

b. Present a written quarterly report and review to the Board for approval. c. Make investment recommendations to the Board with advice from the

Professional Financial Consultant. d. Arrange for an annual report from the Professional Financial Consultant to

the Board at the June meeting. 9. Oversee the appropriate committee member responsible for the financial activities

of the Association; 10. Monitor and advise on the general financial state of the Association; 11. Implement and monitor specific financial controls, making sure that they are in

place and adhered to; 12. Maintain all records for federal and state taxes, banking, investments and payroll; 13. Acting as signatory on Association checks; 14. Act as signatory for the Association’s lock-box;

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15. Register the Association as a non-profit organization with the State of Tennessee each year;

16. Disburse all monies owed by the Association, with the exception of money disbursed by temporary treasurers for special events/projects (i.e. Dinner Dance, Cookbook); and

17. Work in cooperation with temporary treasurers.

GARDEN CHAIRMAN

1. Be responsible for the Polk Garden and Grounds; 2. Plan and execute all planting and general upkeep of the surrounding lawn; 3. Contact and organize volunteer garden workers from the membership and various

educational gardening classes as needed; 4. Hire and supervise the professional gardener with whom the Polk Association has

a contract, persons in charge of mowing and trimming, spraying, and any other person who has been hired to do work in the garden or on the grounds;

5. Submit a yearly Garden budget and plan to the Board for approval; 6. Report to the Board regularly on the condition of and work in the Garden; 7. Insure that the Garden is in its best possible condition for the Spring Luncheon

and for any other special events taking place there; and 8. Work in close contact with the Director concerning Garden maintenance and

condition.

CORRESPONDING SECRETARY

1. Record in the Book of Memories (at the Sisters’ House) and in the Corresponding Secretary’s record of memorials all gifts, donations in honor of someone or some occasion, and memorials. The Book of Memories can be updated quarterly.

a. Send notice to each donor acknowledging receipt of her/his gift and informing the donor that notification has been sent to the honoree or to the appropriate member of the honoree’s family.

b. Send notice to each honoree or the appropriate member or her/his family informing of the gift given, and providing the name and address of the donor.

2. Write all necessary notes, especially thank you notes. 3. Notify Executive Committee members monthly and Board members quarterly of

meetings by mail or email. 4. Provide a list of all memorials and contributions for the newsletters.

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HOSPITALITY CHAIRMAN

1. Arrange for light snacks for groups requesting refreshments after touring the Polk Properties.

2. Secure volunteers or caterer to help with food as needed. 3. Work with the Director and for coordinating refreshments for Special Events

or tour groups and Polk Properties. 4. Provide reporting of special events including any expenditures and volunteer

involvement for future use.

MUSEUM SHOP CHAIRMAN

1. Report to the Board on the physical and financial condition of the Museum Shop.

2. Support the Museum Shop Director and help them fulfill any goals, address needs or fulfill commitments as they arise.

3. Report to the Board on a regular basis concerning the sales and expenditures of the shop

4. Serve as a liaison between the Museum Shop Director and the Board.

Protocol and Traditions

Board members shall not park in reserved visitor spaces on High Street.

At Christmas, boxwood wreaths shall be placed on the doors of the Polk Home, PPH and the Sisters’ House. Otherwise, use of fresh material in the Polk Home, Sisters House, and kitchen must be approved by the Curator.

At the death of a former Polk Association President, the organization sends a funeral wreath of magnolia leaves only. (no flowers or ribbons)

No food and drink in PPH.

Amber Falls Winery, Hampshire, Tennessee, will be the primary provider for wines served at all Polk Association Events. Other wines, whether donated or purchased with monies donated, may be served but only when The President's Choice Syrah, Sarah's Choice Riesling, and The People's Choice Blackberry wines from Amber Falls Winery are made available.

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POLK ASSOCIATION 2020-’21 BOARD OF DIRECTORS

Executive Committee

President (’22) Harvey Church 931-797-8551 harvey.church@tristar.bank

1st Vice President (’23) Ben Sanders 931-797-7561 (Properties) Ben.Sanders@fbitn.com

2nd Vice President (’21) Rhonda Walker 615-791-9934 (Membership) rhondayw@gmail.com 931-797-2042 (cell) 3rd Vice President (’22) Jessica Hart 931-446-4434 (Ways & Means) jessicajohart@yahoo.com Parliamentarian (’21) Paulette Scoggins 931-388-8395 mscogginsjr@charter.net

Treasurer (’22) Heath Potter 615-715-5988 heathrpotter27@gmail.com Recording Secretary (’23) Joanne Pogue 931-212-7916 jpogue_2000@yahoo.com

Immediate Past President Beth Sands 931-381-6170 (home) (Past Pres. until ’26) bethrsands@gmail.com 931-374-0399 (cell)

Standing Committee Chairmen (’22)

Corresponding Secretary Jean Mac Ball 931-381-5562 (home) jeanmacball@gmail.com 931-446-5562 (cell)

Biennial Fundraiser Courtney Goodman 615-804-6083 Representative goodmancourtney@gmail.com

Special Events Michele Watson 423-595-8047 watson.michele@yahoo.com Garden Beth Sands 931-381-6170 (home) bethrsands@gmail.com 931-374-0399 (cell)

Museum Shop Kate Barr 931-698-2927 mayespl@bellsouth.net

Past Presidents (’24) Beth Gilbert bethbgilbert@gmail.com 931-334-4556 (’22) Dinah Vire dinahvire@gmail.com 931-446-5106

JAMES K. POLK MEMORIAL ASSOCIATIONSTATEMENT OF ACTIVITY

July 2019 - June 2020

Cash Basis Wednesday, September 23, 2020 07:56 AM GMT-05:00 1/3

TOTAL

Revenue

16000 Shop revenue

16001 S credit sales 23,760.85

16090 S interest income 0.95

Total 16000 Shop revenue 23,761.80

26000 Presidential Hall Revenue

26051 Polk Presidential Hall Fund 3,306.16

Total 26000 Presidential Hall Revenue 3,306.16

6001 Admissions 56,480.00

6010 Dues

6012 Columbia 27,682.41

Total 6010 Dues 27,682.41

6030 Grants

6032 State 39,304.17

6035 Community Foundation 5,000.00

6037 Maury Historical Society Grant 5,000.00

6038 Humanities Tennessee 5,000.00

Total 6030 Grants 54,304.17

6040 City of Columbia 3,000.00

6050 Contributions

0671 Exhibits Contributions 15,000.00

6051 McBride Trust 192.12

6052 Miscellaneous 43,053.42

6054 Photo Fees 100.00

6055 Memorials 4,998.30

6057 Contributions - Kroger 318.91

Total 6050 Contributions 63,662.75

6058 Raymond James Endowment Fund

6061 Website Designing & Hosting 16,800.00

6062 Garden 3,000.00

Total 6058 Raymond James Endowment Fund 19,800.00

6058- Payroll Protection 35,785.12

6070 Interest 3,644.85

6090 Special Events

6091 Dinner Dance 50,000.00

6099 Yard Sales 66.00

6106 Garden Tour 145.20

6107 Dark Horse Dinner 16,522.20

6111 Voices Of The Past 390.00

JAMES K. POLK MEMORIAL ASSOCIATIONSTATEMENT OF ACTIVITY

July 2019 - June 2020

Cash Basis Wednesday, September 23, 2020 07:56 AM GMT-05:00 2/3

TOTAL

6112 Christmas At The Polk 2,346.45

Total 6090 Special Events 69,469.85

6110 Polk Camp 3,800.00

6300 Miscellaneous Income 126.00

Total Revenue $364,823.11

GROSS PROFIT $364,823.11

Expenditures

17000 Shop expenses

17100 S Merchandise 11,746.12

17200 S Sales tax 2,414.00

17500 S Credit card fees 5,389.89

17600 Shop Miscellaneous 755.96

Total 17000 Shop expenses 20,305.97

27000 PH expenses

27100 PH exhibit expense 26,832.31

27110 PH utilities 593.71

27120 PH telephone/alarm 281.24

27300 PH Preview Party Expense 305.72

Total 27000 PH expenses 28,012.98

6560 Payroll Expenses 975.00

7000 Salaries

7001 Director 52,530.00

7002 Curator 45,000.00

7003 Docents 35,838.68

7004 Education & Programming 30,000.00

Total 7000 Salaries 163,368.68

7020 Payroll Taxes 12,633.71

7030 Medical Insurance 15,202.80

7040 Professional Services 5,410.00

7050 Office Supplies/Postage 6,597.54

7060 Membership/Newsletter 1,849.26

7070 Professional Dues/Subs 210.00

7080 Promotion/Tourism 3,457.91

7083 Website Designing & Hosting 18,750.00

Total 7080 Promotion/Tourism 22,207.91

7090 Education 4,008.74

7100 Professional Development 1,245.03

7110 Utilities 16,826.89

7120 Telephone/Alarm 17,077.38

7130 Maint/General Supplies 15,349.64

7140 Insurance 9,475.00

JAMES K. POLK MEMORIAL ASSOCIATIONSTATEMENT OF ACTIVITY

July 2019 - June 2020

Cash Basis Wednesday, September 23, 2020 07:56 AM GMT-05:00 3/3

TOTAL

7170 Curator's Budget 5,964.88

7171 Collections Conservation 3,600.00

7180 Polk Summer Camp 1,079.80

7200 SpecialEvents

7201 Luncheon 615.50

7207 Bloodys and Biscuits 0.00

7212 Dark Horse Dinner 6,855.30

7215 Brick project 200.00

7217 Garden Tour 250.87

7218 Christmas At The Polk 2,229.92

Total 7200 SpecialEvents 10,151.59

7220 Garden 23,757.76

Kitchen Garden Project 4,800.00

Total 7220 Garden 28,557.76

7300 Miscellaneous 3,518.59

Total Expenditures $393,629.15

NET OPERATING REVENUE $ -28,806.04

NET REVENUE $ -28,806.04

TOTAL VALUE OF YOUR ACCOUNT (as of 8/31/20) $655,863.01Includes Accrued Interest

CLIENT STATEMENT For the Period August 1-31, 2020

251 - 021374 - 030 - 4 - 1

STATEMENT FOR:JAMES K POLK MEMORIAL ASSOCIATION

C/O J C HOLTZAPPLE, M H CHURCH, E R SANDS & T L LUCAS

Morgan Stanley Smith Barney LLC. Member SIPC.

Access Your Account Online: www.morganstanley.com/online

Your Financial Advisor Team The Parker Group 931-560-1900

Your Financial AdvisorsStewart Parker

Senior Vice President Stewart.Parker@morganstanley.com 931 560-1863

Andrew M Parker Vice President Drew.Parker@morganstanley.com 931 560-1864

Richard Law Richard.Law@morganstanley.com 931 560-1873

Your Branch 2000 MERIDIAN BLVD SUITE 290 FRANKLIN, TN 37067

Telephone: 615-764-4400 ; Alt. Phone: 866-837-1520 ; Fax: 615-764-4401

# BWNJGWM

JAMES K POLK MEMORIAL ASSOCIATIONC/O J C HOLTZAPPLE, M H CHURCH, E RSANDS & T L LUCASP O BOX 741COLUMBIA TN 38402-0741

Client Service Center (24 Hours a Day; 7 Days a Week): 800-869-3326

INVESTMENTS AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT •NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED •MAY LOSE VALUE

Standard Disclosures

CLIENT STATEMENT For the Period August 1-31, 2020 Page 2 of 10

The following Disclosures are applicable to the enclosed statement(s). Expanded Disclosures are attached to your most recent June and December statement (or your first Statement if you have not received a statement for those months). The Expanded Disclosures are also available by selecting Account Documents when you log on to www.morganstanley.com/online or, call 800-869-3326.Questions?Questions regarding your account may be directed to us by using the contact information on the statement cover page, or the Client Service Center at (800) 869-3326.Errors and InquiriesBe sure to review your statement promptly, and immediately address any concerns regarding entries that you do not understand or believe were made in error by contacting the Branch Manager of the office where you maintain your account. Oral communications regarding any inaccuracy or discrepancy in this statement should be re-confirmed in writing to further protect your rights, including rights under the Securities Investor Protection Act (SIPA). Your statement will be deemed correct unless we receive a written inquiry of a suspected error. See your account documentation for special rules regarding your rights and responsibilities with respect to erroneous electronic fund transfers, including a description of the transfers covered. For concerns or complaints, contact our Client Relations Department at (866) 227-2256.Senior Investor HelplineIn order to provide Morgan Stanley's senior investor clients a convenient way to communicate with us, we offer a Senior Investor Helpline. Senior investors or those acting on their behalf may call (800) 280-4534, Monday-Friday 9am-7pm Eastern Time.Availability of Free Credit Balances and Financial StatementsUnder the customer protection rules of the SEC [17 CFR §240.15c3-3], we may use funds comprising free credit balances carried for customer accounts here, provided that these funds are payable to customers on demand (i.e., are free of a lien or right of set-off in our favor or on behalf of some third party to whom you have given control). A financial statement of this organization is available for your personal inspection at its offices, or a copy will be mailed to you upon your written request.Listed OptionsInformation with respect to commissions and other charges related to the execution of options transactions has been included in confirmations of such transactions previously furnished to you and such information will be made available to you promptly at your request. Promptly advise us of any material change in your investment objectives or financial situation.

Important Information if you are a Margin Customer (not available for certain retirement accounts)If you have margin privileges, you may borrow money from us in exchange for pledging assets in your accounts as collateral for any outstanding margin loan. The amount you may borrow is based on the value of the eligible securities in your margin accounts. If a security has eligible shares, the number of shares pledged as collateral will be indicated below the position.Margin Interest ChargesWe calculate interest charges on margin loans as follows: (1) multiply the applicable margin interest rate by the daily close of business net settled debit balance, and (2) divide by 360 (days). Margin interest accrues daily throughout the month and is added to your debit balance at month-end. The month-end interest charge is the sum of the daily accrued interest calculations for the month. We add the accrued interest to your debit balance and start a new calculation each time the applicable interest rate changes and at the close of every statement month. For interest rate information, log into your Morgan Stanley account at morganstanley.com/online. Select your account with a Margin agreement and click Interest Rates for more information.Information regarding Special Memorandum AccountIf you have a Margin Account, this is a combined statement of your Margin Account and Special Memorandum Account maintained for you under Section 220.5 of Regulation T issued by the Board of Governors of the Federal Reserve System. The permanent record of the Special Memorandum Account as required by Regulation T is available for your inspection at your request.Important Information About Auction Rate SecuritiesFor certain Auction Rate Securities there is no or limited liquidity. Therefore, the price(s) for these Auction Rate Securities are indicated by N/A (not available). There can be no assurance that a successful auction will occur or that a secondary market exists or will develop for a particular security.Structured Investments Risks and ConsiderationsStructured Investments (Structured Products) are complex products and may be subject to special risks. Investors should consider the concentration risk of owning the related security and their total exposure to any underlying asset. Structured Investments, which may appear in various statement product categories and are identified on the Position Description Details line as "Asset Class: Struct Inv," may not perform in a manner consistent with the statement product category where they appear and therefore may not satisfy portfolio asset allocation needs for that category. For information on the risks and conflicts of interest related to Structured Investments generally, log in to Morgan Stanley Online and go to

www.morganstanley.com/structuredproductsrisksandconflicts.Security MeasuresThis statement features several embedded security elements to safeguard its authenticity. One is a unique blue security rectangle, printed in heat-sensitive ink on the back of every page. When exposed to warmth, the color will disappear, and then reappear.SIPC ProtectionWe are a member of Securities Investor Protection Corporation (SIPC), which protects securities of its customers up to $500,000 (including $250,000 for claims for cash). An explanatory brochure is available upon request or at www.sipc.org. Losses due to market fluctuation are not protected by SIPC and assets not held with us may not be covered by SIPC protection. To obtain information about SIPC, including an explanatory SIPC brochure, contact SIPC at 1-202-371-8300 or visit www.sipc.org.Transaction Dates and ConditionsUpon written request, we will furnish the date and time of a transaction and the name of the other party to a transaction. We and/or our affiliates may accept benefits that constitute payment for order flow. Details regarding these benefits and the source and amount of any other remuneration received or to be received by us in connection with any transaction will be furnished upon written request.Equity Research Ratings Definitions and Global Investment Manager Analysis StatusSome equity securities may have research ratings from Morgan Stanley & Co. LLC or Morningstar, Inc. Research ratings are the research providers’ opinions and not representations or guarantees of performance. For more information about each research provider's rating system, see the Research Ratings on your most recent June or December statement (or your first statement if you have not received a statement for those months), go to www.morganstanley.com/online or refer to the research provider’s research report. Research reports contain more complete information concerning the analyst's views and you should read the entire research report and not infer its contents from the rating alone. If your account contains an advisory component or is an advisory account, a GIMA status will apply.Credit Ratings from Moody's Investors Service and Standard & Poor'sThe credit rating from Moody's Investors Service and Standard & Poor's may be shown for certain securities. All credit ratings represent the opinions of the provider and are not representations or guarantees of performance. Please contact us if you need further information or assistance in interpreting these credit ratings.

Revised 10/2017

Portfolio Management Active Assets Account251-021374-030

CHANGE IN VALUE OF YOUR ACCOUNTS (includes accrued interest)This Period

(8/1/20-8/31/20)This Year

(1/1/20-8/31/20)TOTAL BEGINNING VALUE $634,976.76 —

Credits — 184,305.11Debits (2,702.14) (25,962.16)Security Transfers — 444,561.19Accrued Interest On Security Transfers — 3,123.60

Net Credits/Debits/Transfers $(2,702.14) $606,027.74Change in Value 23,588.39 49,835.27TOTAL ENDING VALUE $655,863.01 $655,863.01

Net Credits / Debits include investment advisory fees as applicable. See Activity section for details.

MARKET VALUE OVER TIMEThe below chart displays the most recent thirteen months of Market Value.

CLIENT STATEMENT For the Period August 1-31, 2020

Account SummaryJAMES K POLK MEMORIAL ASSOCIATIONC/O J C HOLTZAPPLE, M H CHURCH, E R

This asset allocation represents holdings on a trade date basis, and projected settled Cash/BDP andMMF balances. These classifications do not constitute a recommendation and may differ from theclassification of instruments for regulatory or tax purposes.

APR MAY JUN JUL AUG570

590

610

630

650670

($)

Thou

sand

s

This chart does not reflect corrections to Market Value made subsequent to the dates depicted. It mayexclude transactions in Annuities or positions where we are not the custodian, which could delay thereporting of Market Value.

2020

Page 3 of 10

ASSET ALLOCATION (includes accrued interest)

Cash

Equities

Fixed Income & Preferreds

Market Value Percentage

Cash $51,166.78 7.80Equities 403,851.16 61.58Fixed Income & Preferreds 200,845.07 30.62

TOTAL VALUE $655,863.01 100.00%

FDIC rules apply and Bank Deposits are eligible for FDIC insurance but are not covered by SIPC. Cashand securities (including MMFs) are eligible for SIPC coverage. See Expanded Disclosures.Values may include assets externally held, which are provided to you as a courtesy, and may not becovered by SIPC. For additional information, refer to the corresponding section of this statement.

Account Summary

CLIENT STATEMENT For the Period August 1-31, 2020

Portfolio Management Active Assets Account251-021374-030

JAMES K POLK MEMORIAL ASSOCIATIONC/O J C HOLTZAPPLE, M H CHURCH, E R

Page 4 of 10

BALANCE SHEET (^ includes accrued interest)Last Period

(as of 7/31/20)This Period

(as of 8/31/20)Cash, BDP, MMFs $201,614.74 $51,166.78Stocks 204,163.19 244,483.05Mutual Funds 229,198.83 360,213.18

Total Assets $634,976.76 $655,863.01

Total Liabilities (outstanding balance) — —

TOTAL VALUE $634,976.76 $655,863.01

CASH FLOWThis Period

(8/1/20-8/31/20)This Year

(1/1/20-8/31/20)OPENING CASH, BDP, MMFs $201,614.74 —

Purchases (168,331.33) (568,209.14)Dividend Reinvestments (291.79) (877.89)Sales and Redemptions 19,389.53 454,455.43Income and Distributions 1,487.77 7,455.43

Total Investment Related Activity $(147,745.82) $(107,176.17)

Electronic Transfers-Credits — 184,288.99Electronic Transfers-Debits (2,218.10) (24,003.68)Other Credits — 16.12Other Debits (484.04) (1,958.48)

Total Cash Related Activity $(2,702.14) $158,342.95

Total Card/Check Activity — —

CLOSING CASH, BDP, MMFs $51,166.78 $51,166.78

INCOME AND DISTRIBUTION SUMMARYThis Period

(8/1/20-8/31/20)This Year

(1/1/20-8/31/20)Qualified Dividends $1,178.37 $2,526.47Other Dividends 308.24 947.48Interest 1.16 3,981.48

Income And Distributions $1,487.77 $7,455.43Tax-Exempt Income — —TOTAL INCOME AND DISTRIBUTIONS $1,487.77 $7,455.43Taxable and tax exempt income classifications are based on the characteristics of the underlyingsecurities and not the taxable status of the account.

GAIN/(LOSS) SUMMARYRealized This Period

(8/1/20-8/31/20)Realized This Year(1/1/20-8/31/20)

UnrealizedInception to Date

(as of 8/31/20)Short-Term Gain $35.73 $47.13 $50,696.46Short-Term (Loss) (657.68) (1,823.57) (1,933.67)

Total Short-Term $(621.95) $(1,776.44) $48,762.79

Long-Term Gain — 1,745.80 — Long-Term (Loss) — (24,843.19) (341.00)Total Long-Term — $(23,097.39) $(341.00)

TOTAL GAIN/(LOSS) $(621.95) $(24,873.83) $48,421.79

The Gain/(Loss) Summary, which may change due to basis adjustments, is provided for informationalpurposes and should not be used for tax preparation. Refer to Gain/(Loss) in the Expanded Disclosures.

Account Detail

CLIENT STATEMENT For the Period August 1-31, 2020

Portfolio Management Active Assets Account251-021374-030

Investment Objectives (in order of priority) : Capital Appreciation, Aggressive Income, Income, Speculation Investment Advisory Account Inform us if your investment objectives, as defined in the Expanded Disclosures, change.Account Holder Votes Proxy: NoThe account holder has delegated the authority to vote proxies for the account to Institutional Shareholder Services or a third-party or Morgan Stanley-affiliated portfolio manager, as applicable.

JAMES K POLK MEMORIAL ASSOCIATIONC/O J C HOLTZAPPLE, M H CHURCH, E R

Page 5 of 10

HOLDINGSThis section reflects positions purchased/sold on a trade date basis. "Market Value" and "Unrealized Gain/(Loss)" may not reflect the value that could be obtained in the market. Your actual investment returnmay differ from the unrealized gain/(loss) displayed. Fixed Income securities are sorted by maturity or pre-refunding date, and alphabetically within date. Estimated Annual Income a) is calculated on a pre-taxbasis, b) does not include any reduction for applicable non-US withholding taxes, c) may include return of principal or capital gains which could overstate such estimates, and d) for securities that have adefined maturity date within the next 12 months, is reflected only through maturity date. Actual income or yield may be lower or higher than the estimates. Current Yield reflects the income generated by aninvestment, and is calculated by dividing the total estimated annual income by the current market value of the entire position. It does not reflect changes in its price. Structured Investments, identified on thePosition Description Details line as "Asset Class: Struct Inv," may appear in various statement product categories. When displayed, the accrued interest, annual income and current yield for those with acontingent income feature (e.g., Range Accrual Notes or Contingent Income Notes) are estimates and assume specified accrual conditions are met during the relevant period and payment in full of all contingentinterest. For Floating Rate Securities, the accrued interest, annual income and current yield are estimates based on the current floating coupon rate and may not reflect historic rates within the accrual period.

CASH, BANK DEPOSIT PROGRAM AND MONEY MARKET FUNDS Cash, Bank Deposit Program, and Money Market Funds are generally displayed on a settlement date basis. You have the right to instruct us to liquidate your bank deposit balance(s) or shares of any money marketfund balance(s) at any time and have the proceeds of such liquidation remitted to you. Estimated Annual Income, Accrued Interest, and APY% will only be displayed for fully settled positions.

Description Market Value7-Day

Current Yield % Est Ann Income APY %MORGAN STANLEY BANK N.A. # $51,166.78 — $5.12 0.010

Percentageof Holdings Market Value Est Ann Income

CASH, BDP, AND MMFs 7.80% $51,166.78 $5.12

# Bank Deposits are held at Morgan Stanley Bank, N.A. and/or Morgan Stanley Private Bank, National Association, affiliates of Morgan Stanley Smith Barney LLC and each a national bank and FDIC member.

STOCKS COMMON STOCKS

Security Description Trade Date Quantity Unit Cost Share Price Total Cost Market ValueUnrealized

Gain/(Loss) Est Ann IncomeCurrentYield %

3M COMPANY (MMM) 4/29/205/4/208/17/20

64.00067.00033.000

$156.165148.300164.096

$163.020163.020163.020

$9,994.569,936.105,415.17

$10,433.2810,922.345,379.66

$438.72986.24(35.51)

STSTST

Total 164.000 25,345.83 26,735.28 1,389.45 ST 964.00 3.61Next Dividend Payable 09/12/20; Asset Class: Equities

Account Detail

CLIENT STATEMENT For the Period August 1-31, 2020

Portfolio Management Active Assets Account251-021374-030

JAMES K POLK MEMORIAL ASSOCIATIONC/O J C HOLTZAPPLE, M H CHURCH, E R

Page 6 of 10

Security Description Trade Date Quantity Unit Cost Share Price Total Cost Market ValueUnrealized

Gain/(Loss) Est Ann IncomeCurrentYield %

AT&T INC (T) 4/29/205/4/208/17/20

316.000338.000182.000

31.63529.62929.900

29.81029.81029.810

9,996.6010,014.605,441.78

9,419.9610,075.785,425.42

(576.64)61.18

(16.36)

STSTST

Total 836.000 25,452.98 24,921.16 (531.82) ST 1,739.00 6.98Next Dividend Payable 11/2020; Asset Class: EquitiesDOW INC (DOW) 4/29/20

5/4/208/17/20

267.000303.000125.000

37.36533.00344.320

45.12045.12045.120

9,976.469,999.945,540.00

12,047.0413,671.365,640.00

2,070.583,671.42

100.00

STSTST

Total 695.000 25,516.40 31,358.40 5,842.00 ST 1,946.00 6.21Next Dividend Payable 09/11/20; Asset Class: EquitiesDUKE ENERGY CORPORATION (DUK) 4/29/20

5/4/208/17/20

113.000121.00067.000

87.90982.92382.386

80.34080.34080.340

9,933.7210,033.715,519.88

9,078.429,721.145,382.78

(855.30)(312.57)(137.10)

STSTST

Total 301.000 25,487.31 24,182.34 (1,304.97) ST 1,162.00 4.81Next Dividend Payable 09/16/20; Asset Class: EquitiesJOHNSON & JOHNSON (JNJ) 4/29/20

5/4/208/17/20

67.00067.00037.000

150.829149.020149.040

153.410153.410153.410

10,105.519,984.345,514.48

10,278.4710,278.475,676.17

172.96294.13161.69

STSTST

Total 171.000 25,604.33 26,233.11 628.78 ST 691.00 2.63Next Dividend Payable 09/08/20; Asset Class: EquitiesJPMORGAN CHASE & CO (JPM) 4/29/20

5/4/208/17/20

101.000108.00055.000

98.44592.379

100.017

100.190100.190100.190

9,942.959,976.935,500.96

10,119.1910,820.525,510.45

176.24843.59

9.49

STSTST

Total 264.000 25,420.84 26,450.16 1,029.32 ST 950.00 3.59Next Dividend Payable 10/2020; Asset Class: EquitiesMERCK & CO INC NEW COM (MRK) 4/29/20

5/4/208/17/20

124.000129.00065.000

80.67076.95784.970

85.27085.27085.270

10,003.089,927.445,523.05

10,573.4810,999.835,542.55

570.401,072.39

19.50

STSTST

Total 318.000 25,453.57 27,115.86 1,662.29 ST 776.00 2.86Next Dividend Payable 10/2020; Asset Class: EquitiesMICROSOFT CORP (MSFT) 4/29/20

5/4/208/17/20

57.00056.00026.000

176.049178.743210.105

225.530225.530225.530

10,034.8210,009.615,462.73

12,855.2112,629.685,863.78

2,820.392,620.07

401.05

STSTST

Total 139.000 25,507.16 31,348.67 5,841.51 ST 284.00 0.91Next Dividend Payable 09/10/20; Asset Class: Equities

Account Detail

CLIENT STATEMENT For the Period August 1-31, 2020

Portfolio Management Active Assets Account251-021374-030

JAMES K POLK MEMORIAL ASSOCIATIONC/O J C HOLTZAPPLE, M H CHURCH, E R

Page 7 of 10

Security Description Trade Date Quantity Unit Cost Share Price Total Cost Market ValueUnrealized

Gain/(Loss) Est Ann IncomeCurrentYield %

VERIZON COMMUNICATIONS (VZ) 4/29/205/4/208/17/20

171.000178.00092.000

58.40756.22758.840

59.27059.27059.270

9,987.5510,008.415,413.28

10,135.1710,550.065,452.84

147.62541.6539.56

STSTST

Total 441.000 25,409.24 26,138.07 728.83 ST 1,085.00 4.15Next Dividend Payable 11/2020; Asset Class: Equities

Percentageof Holdings Total Cost Market Value

UnrealizedGain/(Loss) Est Ann Income

CurrentYield %

STOCKS 37.28% $229,197.66 $244,483.05 $15,285.39 ST $9,597.00 3.93%

MUTUAL FUNDS OPEN-END MUTUAL FUNDS

Although share price is displayed only to three decimal places, calculation of Market Value is computed using the full share price in our data base, which may carry out beyond three decimal places.

“Total Purchases vs. Market Value” is provided to assist you in comparing your “Total Purchases,” excluding reinvested distributions, with the current value of the mutual fund positions in your account.

“Cumulative Cash Distributions” when shown, may reflect distributions on shares no longer held in the account. It may not reflect all distributions received in cash; due to but not limited to: investments madeprior to addition of this information on statements; securities transfers; timing of recent distributions; and certain adjustments made in your account.

“Net Value Increase/ (Decrease)” reflects the difference between your total purchases, and the sum of the current value of the fund’s shares, and cash distributions shown. This calculation is for informationalpurposes only and does not reflect your total unrealized gain or loss nor should it be used for tax purposes.

Global Investment Manager Analysis (GIMA) status codes (FL, AL or NL), may be shown for certain mutual funds and are not guarantees of performance. Refer to “GIMA Status in Investment Advisory Programs”in the June or December statement for a description of these codes.

Security Description Trade Date Quantity Unit Cost Share Price Total Cost Market ValueUnrealized

Gain/(Loss) Est Ann IncomeCurrentYield %

AMERICAN GW FD OF AMERICA F2 (GFFFX) 4/29/205/7/208/17/20

1,009.4891,000.000

517.356

$49.53050.00059.920

$63.07063.07063.070

$50,000.0050,000.0031,000.00

$63,668.4763,070.0032,629.64

$13,668.4713,070.001,629.64

STSTST

Total 2,526.845 131,000.00 159,368.11 28,368.11 ST 1,231.00 0.77GIMA Status: AL; Enrolled In MS Dividend Reinvestment; Capital Gains Reinvest; Asset Class: EquitiesDELAWARE DIVERSIFIED INC INST (DPFFX) 5/7/20

8/17/2011,248.5944,828.326

8.8909.320

9.3309.330

100,000.0045,000.00

104,949.3845,048.28

4,949.3848.28

STST

Purchases 16,076.920 145,000.00 149,997.66 4,997.66 STShort Term Reinvestments 95.026 877.89 886.59 8.70 ST

Total 16,171.946 145,877.89 150,884.26 5,006.36 ST 4,593.00 3.04

Account Detail

CLIENT STATEMENT For the Period August 1-31, 2020

Portfolio Management Active Assets Account251-021374-030

JAMES K POLK MEMORIAL ASSOCIATIONC/O J C HOLTZAPPLE, M H CHURCH, E R

Page 8 of 10

Security Description Trade Date Quantity Unit Cost Share Price Total Cost Market ValueUnrealized

Gain/(Loss) Est Ann IncomeCurrentYield %

Total Purchases vs Market ValueNet Value Increase/(Decrease)

145,000.00 150,884.265,884.26

GIMA Status: AL; Enrolled In MS Dividend Reinvestment; Capital Gains Reinvest; Asset Class: FI & PrefLORD ABBETT SHT DURATION INC F (LDLFX) 5/11/17

8/17/201,505.682

10,311.7514.4044.170

4.1804.180

6,630.9543,000.00

6,293.7543,103.12

(337.20)103.12

LTST

A

Purchases 11,817.433 49,630.95 49,396.87 (337.20)103.12

LTST

Long Term Reinvestments 130.113 547.67 543.87 (3.80) LT AShort Term Reinvestments 4.801 20.26 20.07 (0.19) ST A

Total 11,952.347 50,198.88 49,960.81 (341.00)102.93

LTST

1,661.00 3.32

Total Purchases vs Market ValueCumulative Cash DistributionsNet Value Increase/(Decrease)

49,630.95 49,960.8163.18

393.04GIMA Status: FL; Dividend Cash; Capital Gains Reinvest; Asset Class: FI & Pref

Percentageof Holdings Total Cost Market Value

UnrealizedGain/(Loss) Est Ann Income

CurrentYield %

MUTUAL FUNDS 54.92% $327,076.77 $360,213.18 $(341.00)$33,477.40

LTST

$7,485.00 2.08%

Percentageof Holdings Total Cost Market Value

UnrealizedGain/(Loss)

Est Ann IncomeAccrued Interest

CurrentYield %

TOTAL VALUE 100.00% $556,274.43 $655,863.01 $(341.00)$48,762.79

LTST

$17,087.12—

2.61%

Unrealized Gain/(Loss) totals only reflect positions that have both cost basis and market value information available. Cash, MMF, Deposits and positions stating 'Please Provide' or 'Pending Corporate Actions' are notincluded.A - You executed this transaction elsewhere and later transferred the security to this account. Another financial institution has provided the transaction detail for this position.

ALLOCATION OF ASSETS

Cash EquitiesFixed Income &

Preferred Securities AlternativesStructured

Investments OtherCash, BDP, MMFs $51,166.78 — — — — —Stocks — $244,483.05 — — — —Mutual Funds — 159,368.11 $200,845.07 — — —

TOTAL ALLOCATION OF ASSETS $51,166.78 $403,851.16 $200,845.07 — — —

Account Detail

CLIENT STATEMENT For the Period August 1-31, 2020

Portfolio Management Active Assets Account251-021374-030

JAMES K POLK MEMORIAL ASSOCIATIONC/O J C HOLTZAPPLE, M H CHURCH, E R

Page 9 of 10

ACTIVITYCASH FLOW ACTIVITY BY DATEActivityDate

SettlementDate Activity Type Description Comments Quantity Price Credits/(Debits)

8/3 Dividend LORD ABBETT SHT DURATION INC FDIV PAYMENT

$16.45

8/3 Qualified Dividend AT&T INC 340.088/3 Qualified Dividend VERIZON COMMUNICATIONS 214.648/3 Withdrawal PAID - ACH First Farmers XX-5603 (2,218.10)8/7 Service Fee ADV FEE 08/01-08/31 (484.04)8/14 Qualified Dividend ONEOK INC 623.658/17 8/19 Sold ONEOK INC ACTED AS AGENT 667.000 29.0704 19,389.538/17 8/19 Bought DELAWARE DIVERSIFIED INC INST 4,828.326 9.3200 (45,000.00)8/17 8/19 Bought LORD ABBETT SHT DURATION INC F 10,311.751 4.1700 (43,000.00)8/17 8/19 Bought AMERICAN GW FD OF AMERICA F2 517.356 59.9200 (31,000.00)8/17 8/19 Bought DOW INC ACTED AS AGENT 125.000 44.3200 (5,540.00)8/17 8/19 Bought MERCK & CO INC NEW COM ACTED AS AGENT 65.000 84.9700 (5,523.05)8/17 8/19 Bought DUKE ENERGY CORPORATION ACTED AS AGENT 67.000 82.3863 (5,519.88)8/17 8/19 Bought JOHNSON & JOHNSON ACTED AS AGENT 37.000 149.0400 (5,514.48)8/17 8/19 Bought JPMORGAN CHASE & CO ACTED AS AGENT 55.000 100.0174 (5,500.96)8/17 8/19 Bought MICROSOFT CORP ACTED AS AGENT 26.000 210.1050 (5,462.73)8/17 8/19 Bought AT&T INC ACTED AS AGENT 182.000 29.8999 (5,441.78)8/17 8/19 Bought 3M COMPANY ACTED AS AGENT 33.000 164.0960 (5,415.17)8/17 8/19 Bought VERIZON COMMUNICATIONS ACTED AS AGENT 92.000 58.8400 (5,413.28)8/24 Dividend DELAWARE DIVERSIFIED INC INST

DIV PAYMENT291.79

8/24 Dividend Reinvestment DELAWARE DIVERSIFIED INC INST REINVESTMENT a/o 08/21/20 31.241 9.3400 (291.79)8/31 Interest Income MORGAN STANLEY BANK N.A. (Period 08/01-08/31) 1.16NET CREDITS/(DEBITS) $(150,447.96)

Purchase and Sale transactions above may have received an average price execution. Details regarding the actual prices are available upon request.

MONEY MARKET FUND (MMF) AND BANK DEPOSIT PROGRAM ACTIVITYActivityDate Activity Type Description Credits/(Debits)8/3 Automatic Redemption BANK DEPOSIT PROGRAM $(1,646.93)8/10 Automatic Redemption BANK DEPOSIT PROGRAM (484.04)8/14 Automatic Investment BANK DEPOSIT PROGRAM 623.658/19 Automatic Redemption BANK DEPOSIT PROGRAM (148,941.80)8/31 Automatic Investment BANK DEPOSIT PROGRAM 1.16

NET ACTIVITY FOR PERIOD $(150,447.96)

Account Detail

CLIENT STATEMENT For the Period August 1-31, 2020

Portfolio Management Active Assets Account251-021374-030

JAMES K POLK MEMORIAL ASSOCIATIONC/O J C HOLTZAPPLE, M H CHURCH, E R

Page 10 of 10

REALIZED GAIN/(LOSS) DETAILSHORT-TERM GAIN/(LOSS)

Security DescriptionDateAcquired

DateSold Quantity

SalesProceeds

Orig / AdjTotal Cost

RealizedGain/(Loss) Comments

ONEOK INC 04/29/20 08/17/20 320.000 $9,302.32 $9,960.00 $(657.68)05/04/20 08/17/20 347.000 10,087.21 10,051.48 35.73

Short-Term This Period $19,389.53 $20,011.48 $(621.95)

Short-Term Year to Date $327,446.31 $329,222.75 $(1,776.44)

Net Realized Gain/(Loss) This Period $19,389.53 $20,011.48 $(621.95)

Net Realized Gain/(Loss) Year to Date $454,455.43 $479,329.26 $(24,873.83)

Treasury regulations require that we report on Form 1099-B a) adjusted cost basis on the sale of covered securities acquired on or after 1/1/11 (or the applicable date for the type of security), b) the gain or loss aseither long-term or short-term, and c) basis adjustments on covered securities due to wash sales, certain corporate actions and transfers by gift or inheritance. This section may not reflect all the basis adjustmentsrequired when filing your tax return. Refer to the Expanded Disclosures.

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YOU

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HOME J oin Us!

Member s of the Jame s K . Pol k Memor ia l A s sociat ion prov ide e s sent ia l suppor t for the pre ser vat ion of the Pol k Home, e ducat iona l prog rams, and award-w inn ing ex h ibit ions.

A s par t ner s in our m is sion, member s re c eive f re e a dm is sion year -round, a Museum Shop disc ount , and inv it at ions to spe cia l event s for the whole fam i ly.

T h e Ja m e s K , Po l k Me m o r ia l A s s o c ia t ion i s a 5 0 1 (c) ( 3 ) n on - p r o f i t o r g a n i z a t ion . Ye a r l y m e m b e r s h ip du e s a r e c on s id e r e d

t a x- d e du c t ib l e d ona t ion s .

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Leadership Levels

Member of the Bar $100• Member sh ip welc ome g i f t

Gover nor’s Cabinet $250• Fre e a dm is sion for t wo g ue st s• Re c og n it ion on Sister s ’ House

panel

Speaker of the House $500• Fre e a dm is sion for four g ue st s• Two c ompl iment ar y t icket s to

Bloodys and Biscuits

Hail to the Chief $1 ,000• Inv it at ions to spe cia l

beh ind-the - sc ene s event s• 2 5% disc ount on event rent a l s

Student: $25

Indiv idual: $45

Fami ly: $65Immediate fami ly members , inc lud ing up to 2 adu l t s + ch i ld ren

Al l Members Receive:

• Fre e a dm is sion to the Mus eum• 10% d is c ount in Mus eum Shop• Inv it at ions to a n nua l memb er sh ip

lunche on, Pol k Pa r t y, a nd Fa m i ly Day• Sub s cr ipt ion to bia n nua l newslet ter

Four Easy Ways to Join:Online: w w w.ja me sk p ol k .c om /memb er sh ipOnsite: Vi sit the a dm i s s ion s de sk .Phone: Ca l l (9 3 1) 3 8 8 . 23 5 4M ail: Fi l l out a nd ma i l th i s c a rd t o: Ja me s K . Pol k Memor ia l A s s o ciat ion P.O. Box 74 1 C olu mbia , T N 3 840 2 - 0 74 1

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You ng H ickor y S o c ie t y $2 5Me mb e r of t he Ba r $10 0G ove r nor ‘s Ca bi ne t $2 5 0Sp e a ke r of t he Hou s e $ 5 0 0Ha i l t o t he Ch ie f $1 , 0 0 0

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James K. Polk Memorial AssociationP.O. Box 741Columbia, TN 38402

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COLUMBIA, TN PERMIT 40

Mission Statement:The purpose of the organization shall be

to operate, maintain, preserve, and restore the Polk Ancestral Home and properties,

its grounds and appurtenances, and to perpetuate the memory of the eleventh

President of the United States.

A newsletter of the James K. Polk Memorial Association

‘Tis the Season to celebrate and celebrate we have at the Polk Home in 2019!

This year we celebrated our first community art show, an Easter Egg Hunt, a beautiful spring luncheon, the Gardens of Columbia tour, Polk Academy, Homeschool History Days, First Fridays, the Dark Horse Dinner, and an exciting original exhibition, Crafted by Conscience. And we’re ending the year with festive lights in the Polk Home Gardens and visit from Santa on December 7 and 14!

Many thanks to our wonderful volunteers that make these events possible and great fun. Once again, I want to thank the Polk Home staff for their dedication to our mission and creating a meaningful experience for our visitors.

As you begin to think about your Christmas giving, we’d be grateful if you considered supporting the Polk Home. In 2019, your donations made possible a “face lift” at the Sisters’ House, in addition to supporting all our regular operations. We look forward to celebrating with you again in 2020!

POLK NOTES

301 W. 7th Street, Columbia, TN 38401P.O. Box 741, Columbia, TN 38402

Volume XXXIV, Number 2 December 2019

Contents

Letter from the President

Museum Shop Feature

Letter from the Director

Letter from the Curator

Upcoming Exhibition

Kitchen Garden Project

Education Update

Polk’s America 2020

Dark Horse Dinner

Rentals at the Polk Home

Watershed Theatre’s Sarah Polk

Contributions President of the Board of Directors James K. Polk Memorial Association

The James K. Polk Home is owned by the State of Tennessee and operated by the James K. Polk Memorial Association.

PRESIDENT JAMES K. POLK HOME & MUSEUM

StaffJohn Holtzapple, DirectorCandice R. Candeto, CuratorThomas Samuel, Education & Programming Coordinator

DocentsJim AdkinsSamuel AdkinsMallory BallDebbie LewisBenjamin Livengood

Standing Committee Chairs:Anne CainJill ElkinsDawn GrayPam LankfordShannon StamatisJulia West

Board of Directors:Beth Sands, PresidentBen Sanders, VP for PropertiesRhonda Walker, VP for MembershipJessica Hart, VP for Ways & MeansPaulette Scoggins, ParlimentarianTonnya Lucas, TreasurerJean Mac Ball, Recording SecretaryHarvey Church, President-Elect

Past Presidents:Beth GilbertDinah VireLisa Butler

Then & Now Contributions

Museum Shop Feature:Corn Husk Dolls by Debbie Lewis

Debbie Lewis is a living historian, a seamstress, a musician, and a docent at the Polk Home. She also makes one-of-a-kind primitive crafts, including a line of uniquely-artistic corn husk dolls now featured in the Museum Shop.

Debbie’s dolls are handcrafted with natural materials like dried corn husks, corn silk, and dyes made from walnuts. Each doll is unique and features a historic or patriotic theme.

Dolls and angel ornaments are $22 each and make a perfect holiday gift!

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Debbie Lewis performing at the Polk Home with her husband, Mark

A memory from the archives of the Association’s 95 year history

On April 27 1962, Mrs. Knud Baagoe, President of the James K. Polk Auxiliary (left) and Mrs. Girard P. Brown, Past-President (right) were present for the formal dedication of the Polk Home as a National Historic Landmark.

NHS status, given by the United States Department of the Interior, officially recognized the Polk Home’s exceptional historical significance on the national level. The Polk Home was the fourth designated site in the state of Tennessee.

1961-1962: Polk Home Becomes National Historic Landmark

MemorialsPage Chamberlain Mrs. Allison Lucas CantonisJerry Colley Mrs. Allison Lucas CantonisBob Duncan Mrs. Dinah VireHelen Fleming Mrs. Allison Lucas Cantonis Mrs. Dinah VireMary Lucy Fuqua Mrs. Allison Lucas Cantonis M/M Mack HoltDr. Roy F. Harmon Mrs. Allison Lucas CantonisVirginia “Ginna” Jones M/M John T. Cotham M/M Don Crichton M/M Frank K. Dale Ms. Karen L.C. Ellis, Ms. Susan Lentz, and Ms. Pat Reiners Mr. Thomas Napier Gordon Ms. Connie Hardin and Mr. Kile Patrick Mrs. Phyllis Herrmann Mr. John Holtzapple Mrs. Nancy Holyfield M/M Keith Johnson M/M Houston Parks Ms. Celia Ridley M/M Robert Scott and Family Mrs. Dinah VireElizabeth “Betty” Kennedy Mrs. Julie Lucas SaxonSam and Elizabeth “Betty” Kennedy Mrs. Allison Lucas Cantonis

Betty Lancaster Mrs. Allison Lucas CantonisJoe Lancaster M/M Matthew M. Scoggins, Jr. Mrs. Dinah VireDavid E. Locke M/M James Anderson and Ms. Lindsey Locke Anderson Ms. Anne Locke and Mr. Charles Schneider M/M Tim Locke Mrs. Dinah VireWalter and Wilma M. Locke Mrs. Allison Lucas CantonisWilma M. Locke Mrs. Winona Locke Mrs. Julie Lucas SaxonJean Love Mrs. Allison Lucas CantonisDavid McClain Mrs. Allison Lucas CantonisRonald Norton Mrs. Dinah VireBob Page Mrs. Dinah VireHarriette Quin Mr. Clark QuinShelby Tice Graham Riddle Mrs. Elizabeth BlackstoneJohn Satterwhite, Jr. Mrs. Allison Lucas Cantonis

The Polk Association thanks the families of Page Chamberlain, Virginia “Ginna” Jones, Elizabeth “Betty” Kennedy, and Wilma M. Locke for suggesting us as a recipient of memorials.

ContributionsAnonymousMrs. Ann BumsteadCampbell Plaza, Inc. (Christmas at the Polk)Columbia Power and Water System (Polk Academy)Ms. Melanie Lucas Evanko (Dark Horse Dinner)Farm Bureau Insurance of TN (Dark Horse Dinner) Mr. John HoltzappleLarry Hubbell Realty & Auction (Christmas at the Polk)D/M Lee Hunter (Christmas at the Polk)M/M Tom JenningsKrogerLadies’ Soldiers’ Friend Society

Ms. Sherry E. MaleThe Matthews Firm (Christmas at the Polk) Maury County Visitors Bureau (Kitchen Garden)Maury Regional Medical Center (Dark Horse Dinner)M/M Dawson McAllister (in honor of John Holtzapple)McDonald’s of Columbia (Christmas at the Polk) M/M Ben McKnight (Dark Horse Dinner)Mrs. Sandra M. PolkPorter Family Charitable Foundation (Presidential Hall)M/M Blaine RiekeRocky Top Outdoors (Christmas at the Polk) Mrs. Janet Rogers Mrs. Betty Walker

AAugust 1 through November 30, 2019

Letter from the DirectorJohn Holtzapple

As I sit at my desk considering possible topics for my newsletter report, I hear voices that are guiding me to an appropriate subject. They are not the voices of inspirational muses or auditory hallucinations or anything paranormal. Because of the open staircase here at the Sisters’ House, my upstairs office is within earshot of the admissions desk downstairs. I hear the voices of visitors who are praising our docents for giving excellent tours through the Polk Home.

Those are voices that I have been gratified to hear for over thirty-six years. I have also read similarcompliments in letters and online reviews with the praise extending to our entire staff. I gratefully acknowledge the work of three part-time docents who left our staff in 2019. Barbara Winningham retired, Cailin McGlory found a full-time job elsewhere, and Zach Kinslow moved to Clarksville where he received his master’s degree from Austin Peay State University. Zach’s original research on James K. Polk’s enslaved manservant Elias has been incorporated in the Polk Home’s exhibits and tours, and will be included in an upcoming publication from University of Tennessee Press.

As always, the Polk Association has found capable replacements for the employees who have left. Mallory Ball and Samuel Adkins have joined our docent staff that still includes Debbie Lewis, Benjamin Livengood, and Jim Adkins (not related to Samuel). All of them regularly receive compliments from our visitors. Our guests also appreciate the work of our full-time staff. Our temporary exhibition “Crafted by Conscience: Material and Belief in Polk’s America” created by curator Candice Candeto received glowing reviews from our visitors aswell as recognition from the Southeastern Museums Conference. Thomas Samuel, our new education and programming coordinator, deserves credit for continuing successful activities such as our homeschool history day and introducing the new programs that are mentioned in this newsletter.

I am grateful to the Polk Association’s board of directors for its commitment to hiring and maintaining a first-rate staff and to our membership for supporting us. Despite many changes here, my gratitude remains constant.

Inaugural Dark Horse Dinner hosted at Historic AntrimThe Polk Association hosted its first Dark Horse Dinner at Antrim on September 21. The event was inspired by the feast that launched James K. Polk’s campaign for governor, which boasted a menu of “40 fat sheep, 40 fine shoats, 6 beeves, 300 pounds fine ham, bread & vegetables without limit, the generous juice of the grape, whisky, [and] old cognac.”

Guests were treated to whole-hog barbecue, live music, lawn games, a silent auction, and a golf contest. Tastings were presented by Asgard Brewery, who debuted their new Polk-inspired beer “Old No. 11,” as well as Tenn South and Leipers Fork distilleries.

This casual event in the off-year from the Biennial Polk Ball was a lively and fun chance to meet members and celebrate all the Association continues to accomplish with its members’ generous support.

Thanks to Jean Mac Ball, Lisa Butler, Harvey Church, Jennie Harlan, Jessica Hart, Lynn Hendrickson, Kristi Martin, and Michele Watson, along with everyone at Antrim for making our first Dark Horse Dinner a great success!

THANK YOU

SAVE THE DATE P olk Ball September 19, 2020

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Five Stars! Staff members often feature in glowing reviews on TripAdvisor, Yelp, Google, and Facebook.

Letter from the CuratorCandice Roland Candeto

A UDUBON: Nature & Nation

Opening February 2020, Polk Presidential Hall will host an original exhibition entitled Audubon: Nature & Nation, featuring the works of the renowned artist and naturalist John James Audubon. Original Audubon prints from Birds of America will be on display loaned from the Winterthur Museum, in addition to objects from the Tennessee State Museum. The exhibit is supported by a grant from the Maury County Historical Society.

Audubon explores these artistic works as well as their context on the early nineteenth-century frontier, one which Audubon and James K. Polk shared. Put in conversation with objects of everyday life in the West, the prints tell the fascinating story of Americans’ quest to understand the natural world and their own growing nation.

ComingFeb. 2020

Watershed Theatre performs Sarah Polk monologue at Polk HomeThis June, Watershed Public Theatre debuted “An Evening with Sarah Childress Polk,” an original short play written by Beverly Mitchell. Since then actors Sherry Johnson and Susan Pobst have each presented Mitchell’s play at the Polk Home for events. Mitchell, who is also a “Hail to the Chief ” member of the Polk Association, wrote the short play to bring the audience into the parlor of a widowed Sarah Polk at Polk Place. Sarah recounts for her guests tales from her childhood through the White House years and beyond. Most recently guests to October’s “Voices of the Past” candlelight tour enjoyed Watershed’s performances, meeting with Sarah performers in the Polk Home parlor. The monologue has also been performed at city events and gatherings, spreading awareness of Sarah Polk’s remarkable life throughout Middle Tennessee. The project is made possible by grants Watershed received from the Tennessee Arts Commission and Maury County Historical Society.

M ake your own history at the Polk Home.

October 1 we bid farewell to Crafted by Conscience. We were thrilled to host an amazing group of objects from sixteen different lenders, as well as guest speakers to Polk’s America who presented fascinating lectures in conjunction with the exhibit. I was pleased that Crafted received an Excellence in Exhibitions honorable mention from the Southeastern Museums Conference last month in a very competitive category. Thanks to all who visited and who made this show possible!

Lastly, I escorted the James K. Polk inkwell from our permanent collection on a unique trip this month: to Disney World! We are excited to be lending this piece to Disney’s Hall of Presidents, where their curators estimate two-million visitors will see it over the course of the year. As a bonus, the loan also produced the only business lunch I have ever attended where Minnie Mouse and Goofy made an appearance!

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Garden Event Rentals available for 2020Visit jameskpolk.com soon or call for details

Sherry Johnson as Sarah Polk at the Polk Home

This fall has brought exciting progress on several projects related to collections and interpretation. Perhaps most significantly, we have completed the research and planning phases for the creation of a new experience with the Polk Home’s kitchen outbuilding. This structure has so much to teach us about life and labor in the 1820s when James K. Polk was living in the home. Read more about this project on page 5!

Letter from the EducatorThomas Samuel

Happy Holidays!

As we deck the halls for Christmas at the Polk, I am reminded that now is the season of thanks and I am truly grateful. In my short time as your museum educator I have developed a deep love for this community and a reverence for the legacy of President Polk and this Association. When I sit down with my family in front of the Tofurkey this year, I will think of you and the opportunity you have provided me. Thank you.

Polk Home launches original podcast

Thomas Samuel interviews Sally Givens, South Union Shaker Village Curator of Collections, on-location for the Polk’s America podcast.

For 22 years Polk’s America has provided monthly lectures with valuable insight into the life and times of James K. Polk.

Starting this year, Thomas Samuel began recording these lectures to create a podcast. Polk’s America combines excerpts from the lectures with insight, analysis, and a dose of original music to create a unique, entertaining show for a national audience.

The 2020 lineup of speakers promises to be one of the most exciting seasons to date. Be sure to save the date for next year’s programs: in-person attendees can become a part of the podcast show!

NOW STREAMING! Search “Polk’s America” on iTunes, Spotify, or wherever you get your podcasts.

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It has been an exciting fall season here at the President James K. Polk Home and Museum. October’s Homeschool History Day attracted a sold out crowd of students and parent educators. History Day was so successful, a second date was added for November. (The Arctic Blast had other plans, however; below freezing temperatures forced us to reschedule for Spring.) I am encouraged by the enthusiasm of our local parent educators and look forward to providing more learning opportunities for homeschool students in the coming year.

In fact, 2020 is shaping up to be banner year here at the Polk. I could fill a newsletter all by myself! Join us in making next year one for the ages, and I will see you at the Polk.

08/25

DR. DOUG SHADLEAssociate Professor of Musicology, Vanderbilt UniversityAnthony P. Heinrich & the Antebellum American Symphonic Landscape

CANDICE ROLAND CANDETOCurator, President James K Polk Home & MuseumRobert Stewart’s Natchez Furniture Shop

DR. DANIEL FELLEREditor of The Andrew Jackson PapersAndrew Jackson, James K. Polk, & The Bank War

JOHN HOLTZAPPLEDirector, President James K Polk Home & MuseumThe Murder of Mary Rogers

KATIE MCKINNEYCurator of Maps & Prints, Colonial Williamsburg FoundationPrints of John James Audubon

ANNABETH HAYESCurator of Decorative Arts, Tennessee State MuseumObject Lessons from the State Museum

ZACHARIE KINSLOWIndependent Scholar Elias Polk & 19th Century Southern Race Relations

BRENDA HORNSBY HEINDLIndependent Scholar, Consultant, and PotterResearching the Polk Home Kitchen Garden

KATHERINE C. HUGHESPeggy N. Gerry Research Scholar, Metropolitan Museum of ArtEdgefield Stoneware in Polk’s America

ALBA CAMPO ROSILLOPredoctoral Fellow, National Portrait GalleryGeorge P. A. Healy’s Portraits of James K. Polk

DR. BARRY GIDCOMBProfessor of History, Columbia State Community CollegeTopic TBD

01/28

02/25

03/24

04/28

05/26

06/23

07/28

09/22

10/27

11/24

SAVE THE DATES! Fourth Tuesdays at 7 p.m.

POLK’S AMERICALecture Series & Podcast Show

Locations to be announced. FREE ADMISSION

New kitchen interpretation planned for 2020 with addition of gardenChange over time is the challenge of many historic sites. In the twentieth century, the beautiful Polk Home gardens, beloved by locals and guests alike, were created in a formal revival style with brick pathways, rows of boxwoods, and ornamental ironwork. Despite their appeal, however, these gardens do not represent the landscape the Polks would have experienced in the early 1800s. Now thanks to generous donors and the dedicated efforts and investment of the Tennessee Historical Commission, the Polk Home will be able to represent a landscape that James K. Polk might have recognized with the creation of a kitchen garden on the former Orman lot.

In 2016, the Tennessee Historical Commission purchased the Orman lot and tore down the aging photo studio there, which directly abutted the Polk Home’s kitchen outbuilding. The Historical Commission’s efforts, led by Patrick McIntyre and Dan Brown, removed a distracting, much-later building from the vicinity of the historic site and presented an exciting new opportunity: in 2020, the Polk Association will use the lot to install a c. 1820 kitchen garden. This garden will better enable the Museum to interpret life and labor in Polk’s era and will create new hands-on experiences for our guests.

Kitchen gardens provided fresh vegetables, fruits, and herbs for a household in the early 1800s in Columbia. These were used for food preparation, as well as medicinal and ornamental purposes.

The Polk Home kitchen garden will also feature a mock bee skep to represent the importance of beekeeping in this region and period, as well as elements representing laundry and other household work. This will allow the Museum to interpret important aspects of everyday life for the Polks and the enslaved people present at the site.

This project also involved some changes to the kitchen building itself. The Association hired consultant Brenda Hornsby Heindl to conduct research to determine what furnishings would be appropriate for the kitchen building when it was new around 1820. Brenda’s research will inform a new furnishing plan which will help engage all the senses to bring to life Polk’s world.

Once complete in Summer 2020, the kitchen garden and newly-furnished kitchen will host exciting new educational and outreach programs. The garden will allow Polk Home educator Thomas Samuel to develop school field trips that relate not only to social studies but to biology, health and nutrition, and environmental science. As the first harvests arrive, the Museum looks forward to using the produce for hearth cooking and farm-to-table programs.

This project is made possible by support from the Maury County Visitors Bureau and the Community Foundation of Middle Tennessee, as well as the Tennessee Historical Commission.

Polk Association partners with CASA of Maury County for Christmas at the PolkThis holiday season, the Polk Association welcomes you to two nights of festive celebration with historic flair! Enjoy holiday lights throughout the Polk Home Gardens, caroling and special musical performances, crafts, candlelight house tours, festive refreshments, and an 1800s-inspired Mr. and Mrs. Claus!

Christmas at the Polk is proudly hosted in partnership with CASA of Maury County, a local non-profit which provides court-appointed advocates for abused or neglected children. Proceeds from the event will be evenly divided between CASA and the Polk Association.

Entry is free. Santa sittings are a $10 suggested donation with packages available from Mac Brown Photography.

Visit our original exhibition A Right Happy Christmas: Holidays in the Polks’ Era open late during both events!

Join us for the second night of festivities: December 14, 5 p.m. to 8 p.m.

Working with teachers creates unique museum education experiencesThe James K. Polk Home is a frequent and enjoyable field trip experience for Agathos Classical School. This year, the exhibit Crafted By Conscience featured Sacred Harp shape note singing, and other components particularly relevant to the Agathos music programs.

We contacted Candice Candeto and Thomas Samuel about customizing a Crafted By Conscience music experience for us. They enthusiastically hopped in, designed an immersive tour and shape-note singing round, and it was absolutely fantastic! Special thanks to Ms. Debbie, who fiddled us through several period songs! Students from 3rd grade to Senior were humming and La So Fa’ing their way back to campus. We are thankful for the rich heritage that the folks at the James K. Polk Home are preserving for our community.

Susannah SammonsMusic Programs, Agathos Classical School

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The Kitchen Project will allow us to expand our hearth cooking programs in 2020.

For a taste of the Polks’ era, give this gingerbread recipe a try for the holidays! This recipe comes from Sarah Polk’s signed edition of The Improved Housewife (1846) which Sarah received as a gift while she was First Lady.