Reading the Fourth

As we approach the day that commemorates American independence from British imperialism, it is worth remembering that the Patriots became the Redcoats over 100 years later. A year ago, I posted a list of nonfiction recommendations from my high school courses on American imperialism. One of those books is a must-read for everyone, especially Americans, and especially right now: How to Hide an Empire: A History of the Greater United States by Daniel Immerwahr.

How to Hide an Empire by Daniel Immerwahr
Find out more about this book and other nonfiction recommendations from the Hallock classroom here.

It’s taken me a year to put something together on fiction, and the brief has shifted a bit in the process. I dig deep into why I loved this “children’s book” (grade 6 and up) and why it should be read by all ages. If you want to understand the Philippine-American War through a coming-of-age story mixed with a Things Fall Apart-theme, you have to try Bone Talk by Candy Gourlay.

Bone Talk by Candy Gourlay
Read more about why I love this book so much here.

And if you want to know more about the misuse of the Fourth of July in the Philippine context, read the post below. Thanks, and have a great weekend.

Fil-Am-Friendship-Day-July-Fourth
Happy Fourth of July, Republic Day, Philippine-American Friendship Day, and Hallock wedding anniversary! (Yes, Mr. H and I married on American Independence Day because we enjoy irony.) Find out more.

The Grand Reopening of Hotel Oriente

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I am excited to announce that the Hotel Oriente is open after a pretty thorough remodel: better pacing, more hotel tidbits, and—best of all—brunch!

Welcome to the grand reopening of the Hotel Oriente! I am thrilled to finally rerelease this expanded, revised novella. I dedicate the much-needed buffet scene addition to my Sydney brunch buddies: Mina V. Esguerra, founder of the #romanceclass creator community, and Kat Mayo, founder of BookThingo. Fellow foodies, I am sorry it took me so long.
From the author’s note of the revised edition.

BUT WAIT! If you have not read Hotel Oriente yet, I have an amazing deal for you. You can grab it and nine more books in the Romancing the Past anthology for almost nothing. Yes, all ten swoony romances for the low price of 99¢ until September 15th, and only $4.99 after that.

Romancing-the-Past-anthology-preorder-info
Grab all ten swoony romances, including the rerelease of Hotel Oriente, in one amazing anthology. Romancing the Past is available at all major retailers.
More from the Author’s Note of the 2021 Revision of Hotel Oriente:

Let’s dig into the history. Yes, the Hotel de Oriente did exist, though it was known by many spellings. Hotel de Oriente was the name plastered across the exterior molding, but I found all the following used: Hotel Oriente, Hotel d’Oriente, Hotel el Oriente, Hotel Orient, and every one of these in reverse order. It was the place to stay until the Insular Government purchased it in November 1903 to use as the headquarters of the Philippine Constabulary.

Hotel-Oriente-Manila-Sugar-Sun-locations
Learn about the troubled, faded glory Hotel Oriente in the center of Manila, the Pearl of the Orient.

Many photos exist of the exterior of the building, and Las Casas Filipinas de Acuzar has even built a working reconstruction and conference center in Bataan, which I have visited. Other than a few room photos, though, the interior is known only from traveler’s reports, including those on Lou Gopal’s Manila Nostalgia blog, as well as a variety of journals in the public domain. From these, I borrowed the complaints over “missing” mattresses and excessive egg dishes. I borrowed the bathtub incident from my father-in-law, who managed an American military hotel in Bangkok during the late 1960s.

Left: The Hotel de Oriente and me! Right: The view out our hotel window to the heritage bahay na bato across the square. Parts of Heneral Luna were filmed here at Las Casas Filipinas de Acuzar.

A real assistant manager of the Oriente was implicated in the true scandal that almost engulfed Moss and Seb. Captain Frederick J. Barrows, the actual quartermaster of Southern Luzon, stole one hundred grand a month for almost a full year, pocketing nearly $1.2 million by 1901 (the equivalent of $38 million in 2020). This was nowhere near the largest war profiteering in world history—that honor goes to reconstruction contracts during the Iraq War—but it is still a lot of money. A court-martial sentenced Barrows to five years in Bilibid Prison, and that may have been getting off easy. He had a better chance at a fair trial inside the military than out of it. This was true for all civilians, Filipino or American. The Insular Cases, a series of 1901 decisions by the U.S. Supreme Court, were the true legal architecture of empire, and they said that the Constitution did not follow the flag. I pushed forward the date of these decisions for my story, but only by a few months.

Contemporary accounts of the quartermaster scandal in Manila, along with the destination of the guilty: Bilibid Prison.

Much of Della’s article on the scandal is reproduced from the Los Angeles Herald’s April 1st issue, no joke. Please consider this acknowledgment my endnote for “Far Reaching Frauds in Army Commissary,” from page one. I used as much of the original wording as I could because I wanted Della’s writing to match the standards of the profession in 1901. The previous edition of this novella did not do a good job of displaying her talents as a journalist.

An advertisement from the 1901 Commercial Directory of Manila and a close up of an 1898 map of Manila and suburbs.

Della’s story was inspired by a deaf voyager, memoirist, and teacher named Annabelle Kent. While I was researching Under the Sugar Sun, I found a terrific description of a steamer’s rough entrance into Manila Bay. Kent’s Round the World in Silence proved her to be a thrill-seeking woman impervious to seasickness. (According to later U.S. Navy experiments, those with a damaged vestibular system are less likely to suffer from the bucking motion of the waves.) She circumnavigated the globe, mostly with strangers who did not speak American Sign Language. To me, Kent had the perfect spirit to infuse a romance heroine.

Deaf education in the Gilded Age
Take a peek inside deaf education in the Gilded Age with heroine Della Berget, modeled on real-life adventuress, Annabelle Kent. Find out more.

People say to “write what you know,” which is excellent advice—but plot bunnies lead me down precarious burrows. Could a deaf writer have better written about Della Berget? No doubt. Are there better books out there about Deaf Culture? Every single one written by someone who identifies as hard of hearing to profoundly Deaf. But I took a risk and wrote Della as best I could. This meant research: the Limping Chicken blog and the Gallaudet University archives were especially helpful. Of course, all mistakes or errors are entirely mine. At the time, the U.S. Congress required Gallaudet to teach only the “Oral Method” of communication, which is why she speechreads instead of speaking ASL. Della does not yet know other deaf people in her corner of Manila—she is new to the city—so there is not enough treatment of Deaf Culture and its rewards in this story, nor would I be the best person to translate such ideas to the page.

Antique Philippines bed in Hotel Oriente like in the Sugar Sun meaty historical romance series
Two photos of the “sleeping machine” at the Hotel de Oriente from the Burton Holmes Travelogue.

Moss is also loosely based on an actual person: West G. Smith, the American manager who ran the hotel for Ah Gong, proprietor. West Smith became Moss North? His wife Stella became Della? Yes, I amuse myself. Smith arrived with the Thirteenth Minnesota Volunteers and stayed to manage the Oriente, but the rest of Moss’s personal history was entirely fiction. Also, I liked the name and story behind the White Elephant resort in Nantucket, but it has no relation to Moss’s uncle’s hotel, which was instead based on the Windsor in St. Paul.

Hughes Holt’s background was a fictionalized conflation of the two West Virginian congressmen of the era, but his personality hews closer to Senator Albert J. Beveridge of Indiana, an orator who built a career on the embrace of overseas expansion. Beveridge did visit the Philippines—albeit two years earlier, in May of 1899—so that he could “understand the situation” (his words) before assuming his seat in the Senate. Unlike Holt, Beveridge impressed local soldiers with his physical endurance and ability to withstand deprivation. Like Holt, he left the islands more imperialist than ever. Emboldened, the U.S. Army would wage a relentless war, and so would privateers. The anecdote about violent American outlaws in Pampanga was ripped from page six of the 15 May 1901 issue of the New York Times.

Menu excerpts from the Hotel Oriente, 1900-1902. The top three are each relevant to a different scene from either Hotel Oriente or Under the Sugar Sun. IF YOU’VE READ THIS FAR, HERE IS YOUR REWARD: Be the first to identify at least one of these scenes and I will gift you an e-copy of my upcoming novella—on Rosa’s redemption—once it is released. Enter by commenting on this post below.

Though Moss’s anti-imperialist attitudes were rare among soldiers, his concerns can be found in archived letters, newspapers, and Senate testimony. It was Major General Smedley Butler, USMC—two-time recipient of the Medal of Honor and veteran of the Philippine-American War—who wrote War is a Racket in 1935. He claimed that his three-plus decades of service had been “conducted for the benefit of the very few [commercial and oil interests], at the expense of the very many.”

African-American-heroes-save-Roosevelt-in-Cuba
How much of Roosevelt’s reputation was fake news? And who had really saved his hide in Cuba? Read more about African American heroes of the Spanish-American War.

It did not take as long for others to see the light. Soldiers of African American regiments related the injustice of imperialism with contemporary clarity. Sergeant Major John W. Calloway of the Twenty-Fifth Infantry was persecuted views he expressed only in private correspondence. Calloway was especially close to Filipino physician Torderica Santos, much like Moss was best friends with the fictional Judge Eusebio Lopa (inspired by the real Lieutenant Salvador G. Lara). Calloway also made his life in the Philippines after the war, marrying and raising fourteen children.

Gilded-Age-medicine-history
Read more about why cocaine for surgery and heroin from the Sears Catalog was actually a step up for the history of medicine.

That brings me to Moss’s use of a condom, which was based on the state of contraception at the turn of the twentieth century. I do not know how hard it would have been to purchase a sheath in Manila, but it may have been easier there than in the United States. The 1873 Comstock Act had made it illegal to distribute birth control or information about birth control through the mail or across state lines, not imperial ones. Yes, the Philippines was a majority Catholic country, but papal pronouncements did not ban “artificial contraception” until 1930. Did Della understand what the condom was? It was possible, given the close contact she had with married friends at her university. Also, hearing people tended to be indiscreet around her, often to their own detriment.

Thanks for getting this far. Remember that your honest review helps readers find books they love. If you have taken the time to rate and review on Goodreads or the retailer of your choice, thank you. For everyone, I hope you enjoyed Moss and Della’s story. Here’s wishing you a History Ever After!

Banner of full Sugar Sun series against background of Luneta Park, Manila, 1899.

From Samar to Derry: Balangiga’s Legacy

Front Page News

On May 15th my good friend Ellen H. Reed sent me this article from the Manchester Union-Leader. (By the way, Ellen is a terrific historical and paranormal fiction author for everyone from middle-grade readers to adults.) Now Ellen knew I would be interested in the story because she recognized the island and battle that these students were investigating from the raw passages of a novel that I had been reading to her since 2017 at our Weare Area Writers Guild meetings.

Derry-Guimbaolibot-Ribbons-Balangiga-Union-Leader-Front-Page

For years I have been digging into the history that too few Americans understand: I teach about Balangiga in one of my classes, I have blogged about it, written some more, and even been interviewed on podcasts. What happened there, if properly understood, could have warned us off tragedies at My Lai and Fallujah—maybe. Forgotten history helps no one, so I made this event the backstory of my character Ben Potter in Sugar Moon. (For even more of the history behind the novel, check out this list of posts.)

Research Tourism in the Philippines
My photo of fishermen in Balangiga, at the junction of the Balangiga River and the Leyte Gulf. From there, it is not far until you are in the Pacific Ocean.

I was so interested in investigating what happened at Balangiga that I dragged my husband down to Samar to see the town for ourselves. It was a quick trip, unfortunately, because torrential rains were causing mudslides, and we had to evacuate. (Note to self: Next time remember that different islands have different rainy seasons. Rookie mistake.) Because we could not get a flight out, we took a twenty-six-hour bus ride back on a urine-soaked back bench seat—the last two seats available, and with good reason. By the time we squeezed into a tric to get from the bus station to the airport parking lot, the eau de diesel of Manila bus traffic might as well have been the scent of daisies.

The image below is still one of my favorite pictures of the two of us from our life together in the Philippines. We moved back to the United States in 2011.

Artifacts closer to home

Imagine my surprise ten years later, when a few young historians uncovered new artifacts from Balangiga—in neighboring Derry, New Hampshire! These 8th- and 9th-grade students had become the caretakers of some letters, a leather strap, and a mysterious red sash—all artifacts that had been passed down from their original owner, Charles King, an American Marine from Amherst, Massachusetts. (The article said he was part of the Army, but his letter says otherwise.)

charles-king-marine-balangiga

Because King had no children, he left the belongings to a nephew, who in turn gifted them to a man with a passion for history, T.J. Cullinane of the Derry Heritage Commission. Cullinane offered them to teachers Erin Gagliardi and Sue Gauthier. And Erin and Sue showed them to their history enrichment group, a non-credit activity for volunteer students at St. Thomas Aquinas School.

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The full set of artifacts, including a late picture of Charles King with his wife.

The pandemic shut down their school, but they kept working on the project—all the more earnestly because they did not have the typical distractions of busy school life and classes. They transcribed the letters and started to learn about a campaign of retribution that troubled them.

king-letters-balangiga

What happened at Balangiga

Charles King believed he was serving justice upon the people of Balangiga and southern Samar, punishing them for their uprising that killed 48 of 77 soldiers in Company C, Ninth Infantry. The story that King and everyone else was told was simple: the attack was unprovoked treachery on the part of ungrateful Filipinos led by General Vincente Lukban of the Philippine Revolutionary Army. It was not until Bob Couttie and Professor Rolando O. Borrinaga dug deeper that the truth was revealed.

Lukban’s lieutenants may have approved of the idea of the attack, but the real masterminds were the leaders of the town itself. They had just been pushed too far. Captain Connell, commanding officer of Company C, had upset the people with heavy-handed tactics, forced labor, and nightly imprisonment of the men in inhumane conditions.

One of many wonderful dioramas designed by the Ayala Museum and now viewable through the Google Cultural Institute.

The town struck back. They sent the women away and drew in extra men from the surrounding villages. On Saturday, September 28, 1901, while many in the garrison were nursing hangovers from the previous night’s festival, the town attacked them at breakfast. It was a gruesome scene. The battle lasted a few hours until a handful of American survivors fled the town, eventually making it to a neighboring garrison—barely.

The Howling Wilderness

The very next day, an American expedition set out to burn Balangiga to the ground and, later, much of the rest of southern Samar. Their commanding officer, General Jacob H. Smith of the Sixth Separate Brigade, told them: “I want no prisoners. I wish you to kill and burn, the more you kill and burn the better it will please me.” He wanted his men to make Samar a “howling wilderness.” It was a disproportionate response that caused extensive and unnecessary suffering throughout the island.

Another of the many wonderful dioramas designed by the Ayala Museum and now viewable through the Google Cultural Institute. Also included are a photo of General “Hell-roaring Jake” Smith and the New York Journal editorial cartoon of his order, both in the public domain and found on Wikipedia.

The Sixth Separate Brigade also went out looking for the priest of Balangiga, whom they believed had taken part in the planning and execution of the attack. It seems that Charles King was part of the team who found him.

Guimbaolibot’s stole

The most important artifact left to the Derry students was the “ribon [sic] taken from the robe” of a priest who “betrayed a whole company of American soldiers.” The students would later find out that the priest, Father Donato Guimbaolibot, did not betray the Americans. In fact, Padre Guimbaolibot left town in order to remove his sanction from the events that would take place. He did not warn the Americans, true, but since the Americans were imprisoning all of the town’s men, about 150 people, in two tents built for sixteen, maybe the priest just wanted to get the heck out of there and find help.

guimbaolibot-stole-balangiga-card

Father Christopher Gaffrey, the Franciscan associate pastor at St. Thomas Aquinas, helped the students examine the ribbon—a stole, he informed them, which meant it was a sacred priestly vestment. When he looked at the loop, he noticed the original dye was likely a dark purple, the kind used for the sacrament of confession.

guimbaolibot-balangiga-stole

The students wanted to know more, and they got in touch with author and historian Bob Couttie, author of Hang the Dogs: The True Tragic Story of the Balangiga Massacre. Bob’s book was one of the key sources that I used for Sugar Moon. Bob helped them understand what had really happened—especially to the maligned priest who later was captured, tortured, and traumatized. Charles King likely played a part in Guimbaolibot’s ordeal because it was he who brought the sash home as a war souvenir.

Bob asked the students what they planned to do with the stole. The students answered as one: “Send it back where it belongs.” Matching the recent return of the bells, a public gesture, this is an amazing private gesture. Young they may be, but these students knew the right thing to do, without adult guidance. Their teachers support them, but they did not suggest this course.

Small World syndrome
Philippines-Sugar-Sun-series-locations-map
Most of the Sugar Sun series takes place in the Visayan Islands in the central and southern Philippines.

I knew none of what was happening just forty minutes down the road from my home. When I read the article, I could not believe what I had missed. But this week I was able to meet the students myself, see the artifacts, and answer more of their questions. I even told them the bus trip story. They do not need me, but I was at least able to help them identify a few towns and tell them a bit more about the wider context of this battle and what happened afterward. They asked wonderful questions about religious conflicts in the islands, about the diseases that worsened the civilian toll of the war, as well as current US-Philippine relations. Their curiosity was a credit to them, as if the whole enterprise has not already been.

Jennifer-Hallock-Derry-Students-Balangiga
Photo courtesy of Erin Gagliardi.

New Podcast on Balangiga!

The Balangiga incident/massacre/battle was a shocking twist in a war that seemed to be winding down. To many Americans and Filipinos, though, the conflict was just beginning…

Novelist Jennifer Hallock shares her research on Balangiga, and her experience teaching Philippines History in a US classroom. She explains how the surprise attack on US troops in Samar was the culmination of years of brutal warfare from 1898 to 1902. Local men disguised themselves covertly and snuck around town before striking Americans at breakfast. But while villagers may have repelled American soldiers temporarily, the aftermath of Balangiga would last for a very long time. On today’s episode we’re going to use events from a short battle to understand the effects of a much wider war…

Link to podcast: http://turnofthecentury.buzzsprout.com/1406677/6587164-balangiga-incident-w-jennifer-hallock

OR bit.ly/balangigapodcast

I chatted with Joe Hawthorne about the attack at Balangiga in the Philippine-American War and how the American counteroffensive and the 1902 Senate hearings on “marked severities” predicted future outcries over My Lai and Fallujah. We redid parts of the interview, and because of the way it was edited, I introduce General Smith twice. His orders are shocking enough to revisit, though, so it works.

Learn why this was the most important war no one told you about. (This attack is the thematic background to my novel Sugar Moon, which is set in Balangiga itself, through flashbacks, and then in Samar during the subsequent blowback.) I also give credit to a few of my key sources, including Dr. Rolando O. Borrinaga and Bob Couttie. Thanks to Joe for this opportunity to dig deeper into the history of the Philippine-American War and why I write what I write.

Sugar-Moon-praise-scholars-Balangiga

Sergeant Major John W. Calloway: A Voice to Challenge Empire

In November of 1899 the Philippine-American War shifted into a long stage of protracted guerrilla warfare. Outnumbered by the uniformed Filipino revolutionaries by more than three to one, and with white volunteer regiments rotating home at the end of their year-long enlistments, the War Department transferred 6000 African American soldiers to the Philippines (Russell 2014, 205). This included the 24th and 25th Infantries to the Philippines, as well as two newly-formed regiments (the 48th and 49th US Volunteer Infantries), and both the 9th and 10th Cavalries (New York State Division).

There was good reason to call upon them: many of these men had achieved the highest military honors in the land due to their courage and valor under fireThe new arrivals “built and maintained telegraph lines, constantly performed patrol and scouting duties, provided protection for work crews constructing roads, escorted supply trains, and located and destroyed insurgent ordnance and other supplies” (Russell 2014, 205-6). But there would be a cost for doing their jobs too well. Sergeant Major John W. Calloway, experienced soldier and reporter for the Richmond Planet, called out the incongruency between empire and democracy—in private correspondence—and he was punished for it.

Dress-on-the-Colors
“Dress on the Colors” by Dale Gallon. Acting Color Sergeant George Berry of Troop G, 10th US Cavalry Regiment carries the national flag of his own command as well as the standard of the 3rd US Cavalry Regiment in the assault upon the Spanish works at Kettle Hill, San Juan Heights, Cuba, July 1, 1898. Original commissioned by US Army War College, Carlisle, PA.
relations with the Filipino public

In November 1899, while the 25th Infantry was operating in the north of the country, they planned the raid of an enemy stronghold. In a war where “marked severities” were common enough among white units to warrant a later Senate investigation, the 25th kept their discipline. “In an instance of impressive restraint, these African American soldiers refused to massacre the unprepared and unorganized Filipino troops; instead they took over a hundred prisoners and captured stores of food, ammunition, and weapons” (Russell 2014, 205-6).

African-American soldiers Spanish-American War
Formation of Black soldiers, after the Spanish-American War. Accessed at the Library of Congress.

Filipino citizens immediately noticed the difference. As Filipino physician Torderica Santos told Sgt. Maj. Calloway:

Of course, at first we were a little shy of you [Black soldiers], after being told [by the whites] of the difference between you and them; but we studied you, as results were shown. Between you and him, we look upon you as the angel and him the devil. Of course you both are American, and conditions between us are constrained, and neither can be our friends in the sense of friendship; but the affinity of complexion between you and me tells, and you execute your duty so much more kindly and manly in dealing with us. We can not help but appreciate the difference between you and the whites (“Voices from the Philippines” 1899, 1).

In the article in the Planet, Calloway explains what passes as treating Filipinos kindly, at least by American Army standards: not spitting at them in the streets or calling them racial epithets (“Voices from the Philippines” 1899, 1).

Full-article-voices-from-philippines-richmond-planet
“Voices from the Philippines,” written by Sergeant Major John W. Calloway, and printed in the Richmond Planet on 30 December 1899. Full text courtesy of the US Library of Congress Chronicling America project.

Because of this relatively sympathetic treatment, some Filipinos were eager to have all American officials in their country be African Americans. “I wish you would say to your young men that we want Occidental ideas, but we want them taught to us by colored people. . . . We ask your educated, practical men to come and teach us them,” said wealthy planter Tomas Consunji, from San Fernando, Pampanga, north of Manila (“Voices from the Philippines,” 1).

Calloway agreed. He finished the article thus:

I wish to add before closing, that if our young men who are practical scientific agriculturalists, architects, mechanical, electrical and mining engineers, business men, professors and students of the sciences and who know how to establish and manage banks, mercantile business, large plantations, sugar growing, developing and refining, they will find this the most inviting field under the American flag. Cuba does not compare with the Philippines. Another thing too when they secure missionaries and teachers for the schools here, see that they get on the list. They must be represented there. . . . They extend to us a welcome hand, full with opportunities. Will we accept it? (“Voices from the Philippines,” 1).

Notice that in Calloway’s printed work, he agreed with the Progressives in their nation-building programs of “benevolent assimilation.” At least, he supported programs that provided opportunities for carpetbaggers of every race. A letter by Captain F. H. Crumbley of the 48th Volunteers printed in the Savannah Tribune agreed: “There are every openings here for the Negro in business, and room for thousands of them” (Ngozi-Brown 1997, 49).

24th-Infantry-leaving-Salt-Lake-City
24th Infantry Leaving Salt Lake City, Utah, for Chattanooga, Tennessee, April 24th, 1898. Accessed at the Library of Congress.

Many Black soldiers did stay behind in the Philippines, according to another letter by Sergeant Major T. Clay Smith of the 24th Infantry in the Savannah Tribune: “ . . . several of our young men are now in business in the Philippines and are doing nicely, indeed, along such lines as express men, hotels and restaurants, numerous clerks in the civil government as well as in the division quartermaster’s office, and there are several school teachers, one lawyer, and one doctor of medicine” (Ngozi-Brown 1997, 49). Others became agricultural tycoons, judges, or small business owners (Ontal 2002, 129).

There was room for romance too. “Arguably, the Philippine islands had in its possession history’s largest proportion of African-American soldiers who opted not to return home after completing military service abroad” (Ngozi-Brown 1997, 51). Over a thousand of the soldiers deployed in the Philippines married Filipino women and stayed in the islands (Ngozi-Brown 1997, 50). In fact, Governor Taft admitted that he feared that these soldiers got along “too well with the native women,” and so he sent the rest of the Black regiments Stateside as quickly as possible (Ngozi-Brown 1997, 50).

too much democracy? Or not enough.

Got along too well? Exactly. In 1907 Stephen Bonsal, a Black correspondent in the Philippines wrote: “While white soldiers, unfortunately, got on badly with the natives, the black soldiers got on much too well. . . . the Negro soldiers were in closer sympathy with the aims of the native populations than they were with those of their white leaders and the policy of the United States” (quoted in Russell 2014, 213).

For example, Robert L. Campbell wrote to Booker T. Washington: “I believe these people are right and we are wrong and terribly wrong. I am in a position to keep from bearing arms against them and I will try and keep myself in such position until we are mustered out; of course, if I am ordered to fight, I will obey orders as a soldier should . . .” (quoted in Russell 2014, 212). But what if others did not obey orders?

24th-infantry-drill-Camp-Walker-Philippines
The 24th U.S. Infantry at drill, Camp Walker, Philippine Islands, in or around 1902. If that date is accurate, Sgt. Maj. John Calloway had already been forced out of the Army. Photograph courtesy of the Library of Congress.

That was the worry when Sergeant Major Calloway’s case came to light. He had revealed a “dangerous” level of humanitarianism in private correspondence to his friend Tomas Consunji (Boehringer 2009, 3):

After my last conference with you and your father, I am constantly haunted by the feeling of what wrong morally we Americans are in the present affair with you. . . . Would to God it lay in my power to rectify the committed error and compensate the Filipino people for the wrong done! . . . The day will come when you [Filipinos] will be accorded your rights. The moral sensibilities of all America are not yet dead; there still smolders in the bosom of the country a spark of righteousness that will yet kindle into a flame that will awaken the country to its senses, and then! (Quoted in Russell 2014, 209).

In 1901, when white soldiers of the 3rd Infantry searched Consunji’s home for evidence of ties to nationalists, they found the correspondence between the two men. They sent it on to Calloway’s commanding officer, Colonel Henry B. Freeman of the 24th, a white man who had only been in the country for three months (Boehringer 2009, 2). Though Calloway claimed that the letters only expressed “a personal feeling, expressed to a personal friend, [and] had no other intent or motive,” the colonel believed them treasonous.

A group portrait of soldiers from the Company I, 24th Infantry Regiment, in uniform. Notice how many of the African American soldiers and NCOs are wearing medals for distinguished service: seven out of 44 pictured. Photograph courtesy of the Library of Congress.

Colonel Freeman wrote in the official report: “Battalion Sergeant Major Calloway is one of those half-baked mulattoes whose education has fostered his self-conceit to an abnormal degree” (quoted in Russell 2014, 213). If Calloway had an abundance of confidence, he had earned it through active service since 1892. He had done strike- and riot-breaking in the western mining states, along with hostage rescue, before fighting in three separate expeditions of the Cuban and Philippine fronts (Russell 2014, 215) and achieving the highest enlisted rank possible (Scot 1995, 166). Now, he wished to stay and invest his $1500 savings in a business venture in Manila, but he was thrown in Bilibid Prison instead. All this because of private correspondence, obtained by a possibly illegal search, that effectively said that imperialism was immoral—the very principle on which the United States of America was supposedly founded (Russell 2014, 212-13).

24th-Infantry-drill-Camp-Walker-Philippines
The 24th U.S. Infantry at drill, Camp Walker, Philippine Islands, about 1902. Image courtesy of the Library of Congress.

In this and future American wars, one of the key tenets of counterinsurgency has been that military action alone will not encourage forces of resistance to set down their arms. People must see the carrot, not just feel the stick. In the Philippine-American War, the military leaders called this strategy “attraction.” Later, during another counterinsurgency in the Philippines, this time against communists during the 1950s, it was called “civic action.” In Vietnam, civilians colloquially called it “winning the hearts and minds” of the people. Good rapport, then, is an asset, not a liability. If African American regiments were forming true friendships with Filipinos, why were the white commanding officers so angry?

The Inspector-General would state: “I regard [Calloway] as a dangerous man, in view of his relations with the natives, as shown by this letter, and the circumstances of his court-martial” (Boehringer 2009, 3). Colonel Henry B. Freeman said of Sergeant Major John W. Calloway: “In my opinion he is likely to step into the Filipino ranks, should a favorable opportunity occur” (Russell 2014, 213). General Arthur MacArthur, commander of the entire war and father of future General Douglas MacArthur, agreed: “It is very apparent that [Calloway] is disloyal and should he remain in these islands, he would undoubtedly commit some act of open treason and perhaps join the insurrection out and out. One man of the 24th Infantry by the name of David Fagen has already done so and as a leader among the insurrectos is giving great trouble by directing guerrilla bands” (Boehringer 2009, 3).

Sketch-Fagen-Utah-newspaper
There are no reliable photographs of David Fagen, either in the US or Philippine military. Most of the ones you see are actually different soldiers. This sketch from the 30 October 1900 issue of the Salt Lake Herald is not necessarily more reliable.

David Fagen’s story is worth a post of its own later, but this man was one of twenty-nine African American soldiers to desert the Army in the Philippines, and one of nine who defected to the Philippine Revolutionary Army (Robinson and Schubert, 73 n23). It is important to note that fourteen white soldiers also defected to the Filipino side (McCann and Lovell, 54), though that number was a smaller percentage of those who served in the islands. What particularly upset MacArthur about a Black soldiers’ defection was probably the phenomenon described by Ibram X. Kendi: “Negative behavior by any Black person became proof of what was wrong with Black people, while negative behavior by any White person only proved what was wrong with that person” (2017, 42-43).

Buffalo-soldiers-robes-Montana
Nicknamed “Buffalo Soldiers,” African American units had been formed to fight in “government-led wars meant to overtake the Southwest and Great Plains from Native Americans.” The moniker “Buffalo Soldiers” may have been a compliment paid to the soldiers by the enemy, who noticed that the Black regiments “fought like the fierce Great Plains buffalo.” It also could have come from the buffalo robes that were not part of the official uniform but were procured by any soldier who could afford one, as shown in this Library of Congress photograph of soldiers of the 25th Infantry, at Ft. Keogh, Montana. Above quotations from Smithsonian Institute.

Black soldiers were specifically targeted by Filipino propaganda leaflets that brought up the same questions their own papers were asking back home (New York State Division). One read:

To the Colored American Soldier: It is without honor that you are spilling your costly blood. Your masters have thrown you into the most iniquitous fight with double purpose—to make you the instrument of their ambition and also your hard work will soon make the extinction of your race. Your friends, the Filipinos, give you this good warning. You must consider your history, and take charge that the Blood of Sam Hose proclaims vengeance (Ngozi-Brown 1997, 46).

This letter was attributed to President Emilio Aguinaldo, but many believe it was penned by Foreign Minister Apolinario Mabini (Ontal 2002, 125), the polymath genius who had studied American history and society closely enough to reference the “spectacle lynching” and mutilation of Sam Hose of Newnan, Georgia. It was hard to ignore letters like Mabini’s. Even worse, it was hard not to notice how the new American regime was recreating the world of Sam Hose around them—and to wonder whether they, as soldiers in the US Army, were complicit in this expansion of segregation.

Racism and segregation in the military had clearly been at fault in causing Fagen’s defection. Fagen had been considered by his former white officers as “rowdy,” “bucking” his superiors, “a good for nothing whelp,” and “in continual trouble with the Commanding Officer” (Ontal 2002, 125). He had even been charged with seven counts of insubordination and punished with “all sorts of dirty jobs” (Ontal 2002, 125). After he defected, the colonial newspaper Manila Times depicted Fagen “as a gifted military tactician waylaying American patrols at will and then evading large forces sent in pursuit” (Ontal 2002, 126). He showed his former officers of the 24th Infantry exactly how wrong they were.

The fear of MacArthur and others was this: what if Calloway, the highest-ranking African American in the 24th, followed Fagen into the Philippine Revolutionary Army or any of the guerrilla organizations fighting in its name? Unlike Fagen, Calloway was already proven to be competent, highly-educated, and a fine leader. What damage could he do to the United States Army?

24th-and-25th-infantry-San-Juan-Cuba
Charge of the 24th and 25th Infantry and rescue of Rough Riders at San Juan Hill, July 2nd, 1898. Illustration credited to Kurz & Allison, 1899, and accessed at Library of Congress.

But this fear was all in their heads! There was no evidence that Calloway ever considered defection. He hoped for both peace and Filipino rights, but he trusted in the people of the United States to provide both. The fact that the white officers understood Mabini’s propaganda to be effective means that they recognized the truth of it—which means that they should have seen that it was American policy to blame, not the sympathies of Calloway. Nevertheless, the Army busted Calloway down to private and dishonorably discharged him. He would try to reenlist several more times, the last during World War I, but he would be denied every time (Boehringer 2009, 3).

He was not the only one to be disappointed. What progress had been sought by the “Black Phalanx” was lost in the extension of Jim Crow policies throughout the empire (quoted in Gleijeses 1996, 188). The US military would not be desegregated until the Truman administration after World War II, when America’s role as the champion of democracy would be questioned by foreign allies (Kendi 2017, 351). The professionalism, excellence, and courage of African American soldiers in the 1898 wars has been largely forgotten in white-dominated histories of the period.

24th-Infantry-ready-for-Cuba
“Tramp, tramp, tramp for Cuba.” The 24th U.S. Infantry in Georgia in 1898, drilling for the upcoming war in Cuba. Image courtesy of the Library of Congress.
selected Bibliography:

[Featured image is a vintage postcard of the 25th Infantry at Basilan in the Sulu Archipelago.]

Boehringer, Gill H. “Imperialist (In)Justice: The Case of Sergeant Calloway.” Bulalat: Journalism for the People (Manila, Philippines), April 4, 2009. Accessed August 3, 2020. http://www.bulatlat.com/2009/04/04/imperialist-injustice-the-case-of-sergeant-calloway.

Brown, Scot. “White Backlash and the Aftermath of Fagen’s Rebellion: The Fates of Three African-American Soldiers in the Philippines, 1901-1902.” Contributions in Black Studies 13, no 5 (1995): 165-173. http://scholarworks.umass.edu/cibs/vol13/iss1/5.

Gleijeses, Piero. “African Americans and the War against Spain.” The North Carolina Historical Review 73, no. 2 (1996): 184-214. http://www.jstor.org/stable/23521538.

Kendi, Ibram X. Stamped from the Beginning: The Definitive History of Racist Ideas in America. New York: Bold Type Books, 2017. Kindle edition.

New York State Division of Military and Naval Affairs. “Black Americans in the US Military from the American Revolution to the Korean War: The Spanish American War and the Philippine Insurgency.” New York State Military History Museum and Veterans Research Center. Last modified March 30, 2006. Accessed June 29, 2020. http://dmna.ny.gov/historic/articles/blacksMilitary/BlacksMilitaryContents.htm.

Ngozi-Brown, Scot. “African-American Soldiers and Filipinos: Racial Imperialism, Jim Crow and Social Relations.” The Journal of Negro History 82, no. 1 (1997): 42-53. http://doi.org/10.2307/2717495.

Ontal, Rene G. “Fagen and Other Ghosts: African-Americans and the Philippine-American War.” In Vestiges of War: The Philippine-American War and the Aftermath of an Imperial Dream, 1899-1999, edited by Angel Velasco Shaw and Luis Francia, 118-30. New York: New York University Press, 2002.

Robinson, Michael C., and Frank N. Schubert. “David Fagen: An Afro-American Rebel in the Philippines, 1899-1901.” Pacific Historical Review 44, no. 1 (1975): 68-83. http://doi.org/10.2307/3637898.

Russell, Timothy D. “‘I Feel Sorry for These People’: African-American Soldiers in the Philippine-American War, 1899-1902.” The Journal of African American History 99, no. 3 (2014): 197-222. http://doi.org/10.5323/jafriamerhist.99.3.0197.

“Voices from the Philippines: Colored Troops on Duty—Opinions of the Natives.” Richmond Planet. (Richmond, Va.), 30 Dec. 1899. Chronicling America: Historic American Newspapers. Lib. of Congress. http://chroniclingamerica.loc.gov/lccn/sn84025841/1899-12-30/ed-1/seq-1/.