Forty acres and a mule
Forty acres and a mule refers to a promise made in the United States for agrarian reform for former enslaved black farmers by Union General William Tecumseh Sherman on January 16, 1865. It followed a series of conversations between Secretary of War Edwin M. Stanton and Radical Republican abolitionists Charles Sumner and Thaddeus Stevens following disruptions to the institution of slavery provoked by the American Civil War. Many freedmen believed and were told by various political figures that they had a right to own the land they had long worked as slaves, and were eager to control their own property. Freed people widely expected to legally claim 40 acres (16 ha) of land (a quarter-quarter section) and a mule after the end of the war, long after proclamations such as Sherman's Special Field Orders, No. 15 and the Freedmen's Bureau Act were explicitly reversed.
Some land redistribution occurred under military jurisdiction during the war and for a brief period thereafter. However, federal and state policy during the Reconstruction era emphasized wage labor, not land ownership, for blacks. Almost all land allocated during the war was restored to its pre-war owners. Several black communities did maintain control of their land, and some families obtained new land by homesteading. Black land ownership increased markedly in Mississippi during the 19th century, particularly. The state had much undeveloped bottomland behind riverfront areas that had been cultivated before the war. Most blacks acquired land through private transactions, with ownership peaking at 15,000,000 acres (6,100,000 ha) in 1910, before an extended financial recession caused problems that resulted in the loss of their property for many.
- 1 Background
- 2 War
- 3 Freedmen's Bureau
- 4 Colonization and homesteading
- 5 Outcomes
- 6 Legacy
- 7 See also
- 8 References
- 9 External links
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The institution of slavery in the United States deprived multiple generations of the opportunity to own land. Legally, slaves could not own property, but in practice they did acquire capital — and generally perceived themselves as the lowest-ranking members of the capitalist system. As legal slavery came to an end, many freed people fully expected to gain ownership of the land they had worked.
African Americans in the U.S. faced severe discrimination, and were maintained as a distinct racial group by laws against "miscegenation". Perceived as a threat to society, and particularly as a dangerous influence on slaves, free Negroes had not been welcome in most areas of the United States. Before the Civil War, most free blacks lived in the North, which had abolished slavery. In some places they acquired substantial real estate.
In the South, vagrancy laws had allowed the states to force free Negroes into labor, and sometimes to sell them into slavery. Nevertheless, free Africans across the country performed a variety of occupations, and a small number owned and operated successful farms. Others settled in Southern Ontario and Nova Scotia, possible endpoints of the Underground Railroad.
White abolitionists did not agree on how freed people ought to be treated. While some advocated full redistribution of land, others did not support any type of race mixing. Plans for a colony began in 1801 when James Monroe asked President Thomas Jefferson to help create a penal colony for rebellious blacks. The American Colonization Society formed in 1816 to address the issue of free African Americans through resettlement abroad. By 1860, the ACS had settled thousands of Africans in Liberia. But colonization was slow and unappealing to many, and as mass emancipation loomed there was no clear understanding of what might happen to millions of soon-to-be-free blacks. This issue had long been known to white authorities as "The Negro Problem".
The idea of a land grant to an entire class of people was not so unusual in the 1700s and 1800s as it seems today. For example, Thomas Jefferson proposed a grant of 50 acres to any free man who didn't already have at least 50 acres in his draft of a revolutionary constitution for Virginia in 1776. More proximately, various Homestead Acts were passed 1862–1916, granting 160–640 acres (a quarter section to a full section), depending on the act, and earlier homesteading occurred under statutues such as the Preemption Act of 1841. Freedmen were not generally eligible for homesteading, because they were not citizens, which changed with the Fourteenth Amendment in 1868, when they were granted citizenship.
As the Northern Army began to seize property in its war with the South, Congress passed the Confiscation Act of 1861. This law allowed the military to seize rebel property, including land and slaves. In fact, it reflected the rapidly growing reality of black refugee camps that sprung up around the Union Army. These glaring manifestations of the "Negro Problem" provoked hostility from much of the Union rank-and-file—and necessitated administration by officers.
Grand Contraband Camp
After secession, the Union maintained its control over Fort Monroe in Hampton on the coast of Southern Virginia. Escaped slaves rushed to the area, hoping for protection from the Confederate Army. (Even more quickly, the town's White residents fled to Richmond.) General Benjamin Butler set a precedent for Union forces on May 24, 1861, when he refused to surrender escaped slaves to Confederates claiming ownership. Butler declared the slaves contraband of war and allowed them to remain with the Union Army. By July 1861, there were 300 "contraband" slaves working for rations at Fort Monroe. By the end of July there were 900, and General Butler appointed Edward L. Pierce as Commissioner of Negro Affairs.
Confederate raiders under General John B. Magruder burnt the nearby town of Hampton, Virginia on August 7, 1861, but the "contraband" blacks occupied its ruins. They established a shantytown known as the Grand Contraband Camp. Many worked for the Army at a rate of $10.00/month, but these wages were not sufficient for them to make major improvements in housing. Conditions in The Camp grew worse, and Northern humanitarian groups sought to intervene on behalf of its 64,000 residents. Captain C. B. Wilder was appointed to organize a response. The perceived humanitarian crisis may have hastened Lincoln's plans for colonizing Île-à-Vache.
A plan developed in September 1862 would have relocated refugees en masse to Massachusetts and other northern states. This plan—initiated by John A. Dix and supported by Captain Wilder and Secretary of War Stanton—drew negative reactions from Republicans who wanted to avoid connecting northward black migration with the newly announced Emancipation Proclamation. Fear of competition by black workers, as well as generalized racial prejudice, made the prospect of black refugees unpalatable for Massachusetts politicians.
With support from orders from General Rufus Saxton, General Butler and Captain Wilder pursued local resettlement operations, providing many of the blacks in Hampton with two acres of land and tools with which to work. Others were assigned jobs as servants in the North. Various smaller camps and colonies were formed, including the Freedmen's Colony of Roanoke Island. Hampton was well known as one of the War's first and biggest refugee camps, and served as a sort of model for other settlements.
The Union Army occupied the Sea Islands after the November 1861 Battle of Port Royal, leaving the area's many cotton plantations to the black farmers who worked on them. The early liberation of the Sea Island blacks, and the relatively unusual absence of the former white masters, raised the issue of how the South might be organized after the fall of slavery. Lincoln, commented State Department official Adam Gurowski, "is frightened with the success in South Carolina, as in his opinion this success will complicate the question of slavery." In the early days of federal occupation, troops were badly mistreating the island's residents, and had raided plantation supplies of food and clothing. One Union officer was caught preparing to secretly transport a group of blacks to Cuba, in order to sell them as slaves. Abuses by Union troops continued even after a stable regime had been established.
Treasury Secretary Salmon P. Chase had in December deployed Colonel William H. Reynolds to collect and sell whatever cotton could be confiscated from the Sea Island plantations. Soon after, Chase deployed Edward Pierce (after his brief period at Grand Contraband Camp) to assess the situation in Port Royal. Pierce found a plantation under strict Army control, paying wages too low to enable economic independence; he also criticized the Army's policy of shipping cotton North to be ginned. Pierce reported that the black workers were experts in cotton farming but required white managers "to enforce a paternal discipline". He recommended the establishment of a supervised black farming collective to prepare the workers for the responsibilities of citizenship—and to serve as a model for post-slavery labor relations in the South.
The Treasury Department sought to raise money and in many cases was already leasing occupied territories to Northern capitalists for private management. For Port Royal Colonel Thomas had already prepared an arrangement of this type; but Pierce insisted that Port Royal offered the chance to "settle a great social question": namely, whether "when properly organized, and with proper motives set before them, [blacks] will as freemen be as industrious as any race of men are likely to be in this climate." Chase sent Pierce to see President Lincoln. As Pierce later described the encounter:
Mr. Lincoln, who was then chafing under a prospective bereavement, listened for a few moments, and then said, somewhat impatiently, that he did not think he ought to be troubled with such details, that there seemed to be an itching to get negroes into our lines; to which I replied that these negroes were within them by the invitation of no one, being domiciled there before we began occupation. The President then wrote and handed to me the following card :
I shall be obliged if the Secretary of the Treasury will in his discretion give Mr. Pierce such instructions in regard to Port Royal contrabands as may seem judicious. A. LINCOLN.
Pierce accepted this reluctant mandate, but feared that "some unhappy compromise" might compromise his plan to engineer black citizenship.
Port Royal Experiment
The collective was established and became known as the Port Royal Experiment: a possible model for black economic activity after slavery. The Experiment attracted support from Northerners like economist Edward Atkinson, who hoped to prove his theory that free labor would be more productive than slave labor. More traditional abolitionists like Maria Weston Chapman also praised Pierce's plan. Civic groups like the American Missionary Association provided enthusiastic assistance. These sympathetic Northerners quickly recruited a boatload (53 chosen from a pool of applicants several times larger) of Ivy League and divinity school graduates who set off for Port Royal on March 3, 1862.
The residents of Port Royal generally resented the military and civilian occupiers, who exhibited racist superiority in varying degrees of overtness. Joy—when on April 13, 1862, General David Hunter proclaimed slavery abolished in Georgia, South Carolina, and Alabama—turned to sorrow when on May 12 Union soldiers arrived to draft all able-bodied black men thus liberated. Hunter kept his regiment even after Lincoln reversed this tri-state emancipation proclamation; but disbanded almost all of it when unable to draw payroll from the War Department. Black farmers preferred to grow vegetables and catch fish, whereas the missionaries (and other whites on the islands) encouraged monoculture of cotton as a cash crop. In the thinking of the latter, civilization would be advanced by incorporating blacks into the consumer economy dominated by Northern manufacturing.
Meanwhile, various conflicts arose among the missionaries, the Army, and the merchants whom Chase and Reynolds had invited to Port Royal in order to confiscate all that could be sold. On balance, however, the white sponsors of the Experiment had perceived positive results; businessman John Murray Forbes in May 1862 called it "a decided success", announcing that Blacks would indeed work in exchange for wages.
Secretary of War Edwin M. Stanton appointed General Rufus Saxton as military governor of Port Royal in April 1862, and by December Saxton was agitating for permanent black control over the land. He won support from Stanton, Chase, Sumner, and President Lincoln, but met continuing resistance from a tax commission that wanted to sell the land. Saxton also received approval to train a black militia, which formally became the 1st South Carolina Volunteers on January 1, 1863, when the Emancipation Proclamation legalized its existence.
Landownership in the Sea Islands
As elsewhere, black workers felt strongly that they had a claim to the lands they worked.
The Confiscation Act of 1862 allowed the Treasury Department to sell many captured lands on the grounds of delinquent taxes. All told, the government now claimed 76,775 acres of Sea Island land. Auditors arrived in Port Royal and began to assess the estates now occupied by blacks and missionaries. The stakes were high: the Sea Island cotton harvest represented a lucrative commodity for Northern investors to control.
Most of the whites involved in the project felt that black ownership of the land should be its final result. Saxton—along with journalists including Free South editor James G. Thompson, and missionaries including Methodist minister Mansfield French—lobbied hard for distribution of the land to black owners. In January 1863, Saxton unilaterally halted the Treasury Department's tax sale on the grounds of military necessity.
The tax commissioners conducted the auction regardless, selling ten thousand acres of land. Eleven plantations went to a consortium ("The Boston Concern") headed by Edward Philbrick, who sold the land in 1865 to black farmers. One black farming collective outbid the outside investors, paying an average of $7.00 per acre for the 470 plantation on which they already lived and worked. Overall, the majority of the land was sold to Northern investors and remained under their control.
In September 1863, Lincoln announced a plan to auction 60,000 acres of South Carolina land in lots of 320 acres—setting aside 16,000 acres of the land for "heads of families of the African race", who could obtain 20-acre lots sold at $1.25/acre. Tax Commissioner William Brisbane envisioned racial integration on the islands, with large plantation owners employing landless blacks. But Saxton and French considered the 16,000-acre reserve to be inadequate, and instructed black families to stake claims and build houses on all 60,000 acres of the land. French traveled to Washington in December 1863 to lobby for legal confirmation of the plan. At French's urging, Chase and Lincoln authorized Sea Island families (and solitary wives of soldiers in the Union Army) to claim 40-acre plots. Other individuals over the age of 21 would be allowed to claim 20 acres. These plots would be purchased at $1.25 per acre, with 40% paid upfront and 60% paid later. With a requirement of six months' prior residency, the order functionally restricted settlement to blacks, missionaries, and others who were already involved in the Experiment.
Claims to land under the new plan began to arrive immediately, but Commissioner Brisbane ignored them, hoping for another reversal of the decision in Washington. Chase did indeed reverse his position in February, restoring the plan for a tax sale. The sale took place in late February, with land selling for an average price of more than $11/acre. The sale provoked outcry from freedpeople who had already claimed land according to Chase's December order.
"Negroes of Savannah"
Major General William Tecumseh Sherman's "March to the Sea" brought a massive regiment of the Union Army to the Georgia coast in December 1864. Accompanying the Army were an estimated ten thousand black refugees, former slaves. This group was already suffering from starvation and disease. Many former slaves had become disillusioned by the Union Army, having suffered pillaging, rape, and other abuses. They arrived in Savannah "after long marches and severe privations, weary, famished, sick, and almost naked. On December 19, Sherman dispatched many of these slaves to Hilton Head, an island already serving as refugee camp. Saxton reported on December 22 "Every cabin and house on these islands is filled to overflowing—I have some 15,000." 700 more arrived on Christmas.
On January 11, 1865, Secretary of War Edwin Stanton arrived in Savannah with Quartermaster General Montgomery C. Meigs and other officials. This group met with Generals Sherman and Saxton to discuss the refugee crisis. They decided, in turn, to consult leaders from the local Black community and ask them: "What do you want for your own people?" A meeting was duly arranged.
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At 8:00 PM on January 12, 1865, Sherman met with a group of twenty people, many of whom had been slaves for most of their lives. The blacks of Savannah had seized the opportunity of emancipation to strengthen their community's institutions, and they had strong political feelings. They selected one spokesperson: Garrison Frazier, the 67-year-old former pastor of Third African Baptist. In the late 1850s, he had for $1,000 bought freedom for himself and his wife. Frazier had consulted with the refugees as well as the other representatives. He told Sherman: "The way we can best take care of ourselves is to have land, and turn it and till it by our own labor." Frazier suggested that young men would serve the government in fighting the Rebels, and that therefore "the women and children and old men" would have to work this land. Almost all of those present agreed to request land grants for autonomous black communities, on the grounds that racial hatred would prevent economic advancement for blacks in mixed areas.
Sherman's Special Field Orders, No. 15
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Sherman's Special Field Orders, No. 15, issued on January 16, 1865, instructed officers to settle these refugees on the Sea Islands and inland: 400,000 total acres divided into 40-acre plots. Though mules (beasts of burden used for plowing) were not mentioned, some of its beneficiaries did receive them from the army. Such plots were colloquially known as "Blackacres", which may have a basis for their origin in contract law.[clarification needed]
Sherman's orders specifically allocated "the islands from Charleston, south, the abandoned rice fields along the rivers for thirty miles back from the sea, and the country bordering the St. Johns River, Florida." The order specifically prohibits whites from settling in this area. Saxton, who, with Stanton, helped to craft the document, was promoted to Major General and charged with oversight of the new settlement. On February 3, Saxton addressed a large freedpeople's meeting at Second African Baptist, announcing the order and outlining preparations for new settlement. By June 1865, about 40,000 freedpeople were settled on 435,000 acres (180,000 ha) in the Sea Islands.
The Special Field Orders were issued by Sherman, not the federal government with regards to all former slaves, and he issued similar ones "throughout the campaign to assure the harmony of action in the area of operations." Sherman himself later said that these settlements were never intended to last. However, this was never the understanding of the settlers—nor of General Saxton, who said he asked Sherman to cancel the order unless it was meant to be permanent.
In practice, the areas of land settled were quite variable. James Chaplin Beecher observed that the "so called 40 acre tract[s] vary in size from eight acres to (450) four hundred and fifty." Some areas were settled by groups: Skidaway Island was colonized by a group of over 1000 people, including Reverend Ulysses L. Houston.
The Sea Islands project reflected a policy of "40 acres and a mule" as the basis for post-slavery economics. Especially in 1865, the precedent it set was highly visible to newly free blacks seeking land of their own. Freedpeople from across the region flocked to the area in search of land. The result was refugee camps afflicted by disease and short on supplies.
Especially after Sherman's Orders, the coastal settlements generated enthusiasm for a new society that would supplant the slave system. Reported one journalist in April 1865: "It was the Plymouth colony repeating itself. They agreed if any others came to join them, they should have equal privileges. So blooms the Mayflower on the South Atlantic Coast."
Wage labor system
Beginning in occupied Louisiana under General Nathaniel P. Banks, the military developed a wage-labor system for cultivating large areas of land. This system—which took effect with Lincoln and Stanton's blessing soon after the Emancipation Proclamation legitimized contracts with the freedpeople—offered ironclad one-year contracts to freedpeople. The contract promised $10/month as well as provisions and medical care. The system was soon also adopted by General Lorenzo Thomas in Mississippi.
Sometimes land came under the control of Treasury officials. Jurisdictional disputes erupted between the Treasury Department and the military. Criticism of Treasury Department profiteering by General John Eaton and journalists who witnessed the new form of plantation labor influenced public opinion in the North and pressured Congress to support direct control of land by freedmen. The Treasury Department, particularly as Secretary Chase prepared to seek the Republican nomination in 1864, accused the military of treating the freedpeople inhumanely. Lincoln decided in favor of military rather than Treasury jurisdiction, and the wage labor system became more deeply established. Abolitionist critics of the policy called it no better than serfdom.
One of the largest black landownership projects took place at Davis Bend, Mississippi, the 11,000-acre site of plantations owned by Joseph Davis and his famous younger brother Jefferson, president of the Confederacy. Influenced by some aspects of Robert Owen's socialism, Joseph Davis had established the experimental 4000-acre Hurricane Plantation in 1827 at Davis Bend. Davis allowed several hundred slaves to eat nutritious food, live in well-built cottages, receive medical care, and resolve their disputes in a weekly "Hall of Justice" court. His motto was: "The less people are governed, the more submissive they will be to control." Davis relied heavily on the managerial skills of Ben Montgomery, a well-educated slave who conducted much of the plantation's business.
The Battle of Shiloh began a period of turmoil (1862–1863), at Davis Bend, although its black residents continued farming. The plantation was occupied by two companies of black Union troops in December 1863. Under the command of Colonel Samuel Thomas, these soldiers began to fortify the area. General Ulysses S. Grant had expressed a desire to make of the Davis plantations "a negro paradise." Thomas began to lease the land to black tenants for the 1864 crop season. Black refugees who had gathered in Vicksburg moved en masse to Davis Bend under the auspices of the Freedman's Department (an agency created by the military prior to Congressional authorization of the "Freedmen's Bureau", discussed below).
Davis Bend was caught in the middle of the turf war between the military and the Treasury Department. In February 1864, the Treasury re-confiscated 2000 acres of Davis Bend, restoring them to white owners who had sworn loyalty oaths. It also leased 1,200 acres to Northern investors. Although Thomas resisted instructions to prevent the free blacks from farming, General Eaton ordered him to comply. Eaton also ordered Thomas to confiscate farming equipment held by blacks, on the grounds that—because Mississippi law banned slaves from owning property—they must have stolen such possessions. The Treasury Department sought to charge the plantation workers a fee for using the cotton gin. The residents of Davis Bend objected strenuously to these measures. In a petition signed by 56 farmers (including Montgomery) and published in the New Orleans Tribune:
At the commencement of our present year, this plantation was, in compliance with an order of our Post Commander, deprived of horses, mules, oxen and farming utensils of every description, very much of which had been captured and brought into Union lines by the undersigned; in consequence of which deprivations, we were, of course, reduced to the necessity of buying everything necessary for farming, and having thus far succeeded in performing by far the most expensive and laborious part of our work, we are prepared to accomplish the ginning, pressing, weighing, marking, consigning, etc., in a business-like order if allowed to do so.
From 1863–1865, Congress debated what policies it might adopt to address the social issues that would confront the South after the war. The Freedmen's Aid Society pushed for a "Bureau of Emancipation" to assist in the economic transition away from slavery. It used Port Royal as evidence that blacks could live and work on their own. Land reform was often discussed, though some objected that too much capital would be required to ensure the success of black farmers. On January 31, 1865, the House of Representatives approved the 13th Amendment, which outlaws slavery and involuntary servitude except in the case of punishment.
Congress continued to debate the economic and social status of the free population, with land reform identified as critical to realizing black freedom. A bill drafted in conference committee to provide limited land tenure for one year while authorizing military supervision of freedmen was rejected in the Senate by abolitionists who thought it did not do justice to the freedmen. A six-person committee quickly wrote "an entirely new bill" which substantially increased its promise to the freedmen.
This stronger version of the bill passed both houses on March 3, 1865. With this bill, Congress established the Bureau of Refugees, Freedmen, and Abandoned Lands under the War Department. The Bureau had authority to provide supplies for refugees—and an unfunded mandate to redistribute land, in parcels of up to 40 acres:
Sec. 4. And be it further enacted, That the commissioner, under the direction of the President, shall have authority to set apart, for the use of loyal refugees and freedmen, such tracts of land within the insurrectionary states as shall have been abandoned, or to which the United States shall have acquired title by confiscation or sale, or otherwise, and to every male citizen, whether refugee or freedman, as aforesaid, there shall be assigned not more than forty acres of such land, and the person to whom it was so assigned shall be protected in the use and enjoyment of the land for the term of three years at an annual rent not exceeding six per centum upon the value of such land, as it was appraised by the state authorities in the year eighteen hundred and sixty, for the purpose of taxation, and in case no such appraisal can be found, then the rental shall be based upon the estimated value of the land in said year, to be ascertained in such manner as the commissioner may by regulation prescribe. At the end of said term, or at any time during said term, the occupants of any parcels so assigned may purchase the land and receive such title thereto as the United States can convey, upon paying therefor the value of the land, as ascertained and fixed for the purpose of determining the annual rent aforesaid.
The bill thus established a system in which Southern blacks could lease abandoned and confiscated land, with yearly rent at 6% (or less) of the land's value (assessed for tax purposes in 1860). After three years, they would have the option to buy this land at full price. The Bureau in charge, which became known as the Freedmen's Bureau, was placed under the continuing supervision of the military because Congress anticipated the need to defend black settlements from White Southerners. The bill implicitly rejected plans by Lincoln and others to colonize blacks abroad, or even in segregated regions of the United States—its mandate would have institutionalized black landownership of the same land that had formerly relied on their unpaid labor.
When Andrew Johnson became president after Lincoln's assassination, he took aggressive steps to restore the Union. On May 29, 1865, Johnson issued an amnesty proclamation to ordinary Southern citizens who swore loyalty oaths, promising not only political immunity but also return of confiscated property. (Johnson's proclamation excluded Confederate politicians, military officers, and landowners with property worth more than $20,000.) General O. O. Howard, chief of the Freedmen's Bureau, requested an interpretation from Attorney General James Speed regarding how this proclamation would affect the Freedmen's Bureau mandate. Speed replied on June 22, 1865 that the Bureau Commissioner:
... has authority, under the direction of the President, to set apart for the use of loyal refugees and freedmen the lands in question; and he is required to assign to every male of that class of persons, not more than forty acres of such lands.
Howard acted quickly based on the authorization from Speed, ordering an inventory of lands available for redistribution and resisting white Southerners' attempts to reclaim property. At its peak in 1865, the Freedmen's Bureau controlled 800,000–900,000 acres of plantation lands previously belonging to slave owners. This area represented 0.2% of land in the South; ultimately the Johnson proclamation required the Bureau to re-allocate most of it to its former owners.
On July 28, 1865, Howard issued "Circular no. 13", a directive within the Freedmen's Bureau to issue land to refugees and freedmen. Circular no. 13 explicitly instructed Bureau agents to prioritize the Congressional mandate for land distribution over Johnson's amnesty declaration. Its final section clarified: "The pardon of the President will not be understood to extend to the surrender of abandoned or confiscated property which by law has been 'set apart for Refugees and Freedmen'". With Circular #13, land redistribution was an official policy for the entire South, and understood as such by army officers.
After issuing Circular 13, however, Howard, seemingly unaware of how significant and controversial his instructions might prove, left Washington for a vacation in Maine. President Johnson and others began to counteract the Circular almost immediately. After Johnson ordered the Bureau to restore the estate of a complaining Tennessee plantation owner, General Joseph S. Fullerton suggested to at least one subordinate that Circular #13 "will not be observed for the present".
When Howard returned to Washington, Johnson ordered him to write a new Circular that would respect his policy of land restoration. Johnson rejected Howard's draft and wrote his own version, which he issued on September 12 as Circular #15—including Howard's name. Circular #15 established strict criteria for designating a property as "officially confiscated" and had the effect in many places of ending land redistribution completely.
Especially during the six-week period between Circular #13 and Circular #15, '40 acres and a mule' (along with other supplies necessary for farming) represented a common promise of Freedmen's Bureau agents. Clinton B. Fisk, Assistant Commissioner of the Freedmen's Bureau for Kentucky and Tennessee, had announced at a black political assembly: "They must not only have freedom but homes of their own, thirty or forty acres, with mules, cottages, and schoolhouses etc."
A Bureau administrator in Virginia proposed leasing to each family a 40-acre plot of land, a pair of mules, harnesses, a cart, tools, seeds, and food supplies. The family would pay for these supplies after growing crops and selling them.
Bureau agents encountered legal problems in allocating land to freedpeople as a result of the "Black Codes" passed by Southern legislatures in late 1865 and 1866. Some of the new laws prevented black people from owning or leasing land. The Freedmen's Bureau generally treated the black Codes as invalid, based on federal legislation. However, the Bureau was not always able to enforce its interpretation after the Union Army had substantially demobilized.
Colonization and homesteading
During and after the war, politicians, generals and others envisioned a variety of colonization plans that would have provided real estate to black families. Although the American Colonization Society had been colonizing more people in Liberia and receiving more donations (almost one million dollars in the 1850s), it did not have the means to respond to mass emancipation.
Foreign colonization plans
Lincoln had long supported colonization as a plausible solution to the problem of slavery, and pursued colonization plans throughout his presidency. In 1862, Congress approved $600,000 to fund Lincoln's plan for colonizing blacks "in a climate congenial to them", and granted Lincoln broad executive powers to orchestrate colonization. Lincoln immediately created an Emigration Office within the Department of the Interior and instructed the State Department to acquire suitable land. The first major plan considered would have sent employed free blacks as coal miners in Chiriquí Province, Panama (then part of Gran Colombia). Volunteers were promised 40 acres of land and a job in the mines; Senator Samuel C. Pomeroy, whom Lincoln had appointed to oversee the plan, had also purchased mules, yokes, tools, wagons, seeds, and other supplies to support a potential colony. Pomeroy accepted 500 of the 13,700 people who applied for the job. However, the plan was canceled by the end of the year—due perhaps to Latin American and British opposition, or to a discovery that Chiriquí's coal was of poor quality.
Like Liberia, an independent black nation, Haiti was also considered a good place to colonize freedpeople from the U.S. As the Chiriquí plan was hitting its stride in 1862, Lincoln was developing another plan to colonize the small island of Île à Vache near Haiti. Lincoln struck a deal with businessman Bernard Kock, who had obtained rights to lease the island for cultivation and wood-cutting. 453 Blacks, mostly young men from the Tidewater region around occupied Hampton, Virginia, volunteered to colonize the island. On April 14, 1863, they left Fort Monroe in the "Ocean Ranger". Kock confiscated all of the money possessed by the colonists and did not pay their wages. Initial reports suggested dire conditions, though these were later disputed. A number of colonists died in the first year. 292 survivors from the original group remained on the island and 73 had moved to Aux Cayes; most were restored to the U.S. by a mission of the Navy in February 1864. Congress rescinded Lincoln's colonization authority in July 1863.
Lincoln continued to pursue colonization plans, particularly in the British West Indies, but none came to fruition. The American Colonization Society settled a few hundred people in Liberia during the war, and several thousand more in the five years following.
Domestic colonization plans
Confederate general Nathan Bedford Forrest had proposed in 1865 before the end of the war to hire black soldiers and freedmen in constructing a railroad for the Memphis and Little Rock Railroad Company, paying them with $1/day and land along the railway line. This proposal later gained the endorsements of Sherman, Howard, Johnson, and Arkansas Governor Isaac Murphy. Howard transported several hundred freedmen from Alabama to Arkansas for work on the line. He appointed Edward Ord to supervise the project and protect the freedmen from Forrest.
Southern Homesteading Act
As it became clear that the pool of land available for blacks was rapidly shrinking, the Union discussed various proposals for how blacks might resettle and eventually own their own land. In Virginia, the mass of landless blacks represented a growing crisis—soon to be exacerbated by the return of 10,000 black soldiers from Texas. Concerned about a possible insurrection, Colonel Orlando Brown (head of the Freedmen's Bureau in Virginia) proposed relocating Virginia's blacks to Texas or Florida. Brown proposed that the federal government reserve 500,000 acres in Florida for colonization by the soldiers and 50,000 other free blacks from Virginia. Howard took Brown's proposal to Congress.
In December 1865, Congress began to debate the "Second Freedmen's Bureau bill", which would have opened three million acres of unoccupied public land in Florida, Mississippi, and Arkansas for homesteading. (An amendment to allow black homesteading on public lands in the North was defeated.) Congress passed the bill in February 1866 but could not override Johnson's veto. (Congress passed a more limited "Second Freedmen's Bureau Bill" in July 1866, and did override Johnson's veto.)
Howard continued to push for Congress to appropriate land for allocation to freedmen. With support from Thaddeus Stevens and William Fessenden, Congress began to debate a new bill for black settlement of public lands in the South. The result was the Southern Homestead Act, which opened 46,398,544.87 acres of land in Florida, Alabama, Louisiana, Mississippi and Arkansas to homesteading; initially 80-acre parcels (half-quarter section) until June 1868, and thereafter 160-acre parcels (quarter section). Johnson signed this bill and it went into effect on June 21, 1866. Until January 1, 1867, the bill specified, only free blacks and loyal whites would be allowed access to these lands.
Howard, concerned about competition with Confederates that would begin in 1867, ordered Bureau agents to inform free blacks about the Homesteading Act. Local commissioners did not disseminate the information widely, and many freedpeople were unwilling to venture into unknown territory, with insufficient supplies, based only on the promise of land after five years.
Those who did attempt homesteading encountered unreliable bureaucracy that often did not comply with federal law. They also faced extremely harsh conditions, usually on low quality land that had been rejected by white settlers in years past. Nevertheless, free blacks entered about 6,500 claims to homesteads; about 1000 of these eventually resulted in property certificates.
Southern land owners regained control over almost all of the land they had claimed before the war. The national dialogue about land ownership as a key to success for freedpeople gave way (in the sphere of white politics and media) to the implementation of a plantation wage system. Under pressure from Johnson and other pro-capital politicians in the North, and from almost all of white society in the South, the Freedmen's Bureau was transformed from a protector of land rights to an enforcer of wage labor.
Hopes and expectations
Free blacks in the South widely believed that all land would be redistributed to those who had worked on it. They also felt strongly that they had a right to own this land. Many expected this event to occur by Christmas 1865 or New Year's 1866 Although the freedpeople formed this belief in response to the policies of the Freedmen's Bureau and Circular #13, their hopes were soon downplayed as superstition akin to belief in Santa Claus.
Hope for "40 acres and a mule" specifically was prevalent beginning in early 1865. The expectation of "40 acres" came from the explicit terms of Sherman's Field Order and the Freedmen's Bureau bill. The "mule" may have been added simply as an obvious necessity for achieving prosperity through agriculture. ("Forty acres" was a slogan, which though it did appear often in formal declarations, represented a wide variety of different arrangements for land ownership and farming.)
A counter-rumor spread among Southern whites that when the land was not redistributed on Christmas, angry blacks would launch a violent insurrection. Alabama and Mississippi passed laws forming White paramilitary groups, which violently disarmed free black people.
Southern farmowners complained that because they were waiting for land, the newly free blacks would not readily sign long-term labor contracts. South Carolina Governor James Lawrence Orr asked Johnson in 1866 to continue pushing his land policy, writing that "complete restoration will restore complete harmony".
Black hopes for land came to be seen as a major barrier to economic productivity, and forces from both South and North worked hard to dispel them. Southern governments passed "Black Codes" to prevent blacks from owning or leasing land, and to restrict their freedom of movement. Agents of the Freedmen's Bureau now told blacks that redistribution was impossible and that they would need to perform wage labor to survive. If they could not persuade people to sign contracts, they would insist forcefully. Thomas Conway, the Bureau Commissioner in Louisiana, ordered: "Hire them out! Cut wood! Do anything to avoid a state of idleness." Even Rufus Saxton, who campaigned actively for black property in the Sea Islands, issued a Circular instructing his agents to dispel the rumor of redistribution at New Year's 1866. (The unfunded Bureau drew its own finances from profits generated by freedpeople under contract.) Although some Whites continued to press for colonization, most now believed that black labor could be recuperated through the wage system.
According to many historians, economic negotiations between blacks and whites in the South thus unfolded within the parameters dictated by the Johnson administration. Southern plantation owners pushed blacks toward servitude, while the Republican Congress pushed for free wage labor and civil rights. Eventually, under this framework, sharecropping emerged as the dominant mode of production. Some historians, such as Robert McKenzie, have challenged the prevalence of this "standard scenario" and argued that land ownership fluctuated significantly during the 1870s. black land ownership did increase across the South.
Many blacks who had settled on property surrounding Hampton were forced to leave by various means. These included Johnson's aggressive restoration policy, Black Codes passed by the Virginia legislature, and with vigilante enforcement by returning Confederates. Union troops also forcefully evicted settlers, sometimes provoking violent standoffs; many blacks came to trust the Freedmen's Bureau no more than they did the Rebels. In 1866 Tidewater's refugee camps were still full, and many of their residents were sick and dying. Relations with Northern and Southern whites had become violently hostile. The whites (military occupiers and local residents) agreed on a plan to deport the freedpeople back to their counties of origin.
After the turbulence of restoration, land ownership steadily increased. Hampton already had at least some black landowners, such as the family of American Revolutionary War veteran Caesar Tarrant. In 1860, about eight free Negroes owned land in Hampton. By 1870, approximately 121 free Blacks owned land in the area. Those who owned land before the war expanded their holdings.
Some of the blacks in Hampton formed a community land trust called Lincon's Land Association and purchased several hundred acres of surrounding land. Land for the Hampton Institute (later Hampton University), was acquired from 1867–1872 with assistance from George Whipple of the American Missionary Association. Whipple also helped to sell 44 individual lots to black owners.
Many freedpeople could not afford to purchase land immediately after the war, but earned money in jobs outside farming such as fishing and oystering. Black land ownership thus increased even faster (though not for everyone) during the 1870s. In Charles City County, three-quarters of black farm workers owned their own farms, with an average size of 36 acres. In York County, 50% owned their farms, which averaged 20 acres. (Statedwide, the number of landowners was high, but the average size of land was only 4 acres.) These relatively small farms, on relatively poor land, did not generate enormous profits. However, they did constitute a base of economic power, and blacks from this region held political office at a high rate.
Survivors of the camps also achieved a high level of land ownership and business success in the town of Hampton itself.
The May 29 amnesty proclamation did not apply to many Sea Islands landowners; however, most of these had secured special pardons directly from Johnson. General Rufus Saxton was overwhelmed with ownership claims for properties in the "Sherman Reserve". Saxton wrote to Howard on September 5, 1865, asking him to protect black landownership on the Sea Islands:
General, I have the honor to report that the old owners of the lands on the Sea Islands, are making strong efforts to regain possession of them. These Islands were set apart for the colonization of the freedmen, by General Sherman's Special Field Order no. 15: Head Quarters Military Division of the Mississippi: In pursuance of this Order, which was issued as a military necessity, with the full approval and sanction of the Honorable Secretary of War, I, as you are already aware, have colonized some forty (40) thousand Freedmen, on forty (40) acre Tracts. promising them that they should have promissory titles to the same.
I consider that the faith of the Government is solemnly pledged to these people, who have been faithful to it. and that we have no right now to dispossess them of their lands. I believe that Congress will decide that Genl Sherman's Order has all the binding effects of a Statute, and that Mr. Stanton will sustain you in not giving up any of these lands to their late owners. I respectfully ask that this Order which I have carried out in good faith, Shall now be enforced, and that no part or parcel of the lands which have been disposed of under its just provisions, shall, under any circumstances, be restored to the former owners. It seems to me not as wise or prudent to do injustice to those who have always been loyal and true, in order to be lenient to those who have done their best to destroy the nation's life.
Circular no. 15, issued days later, led the land's former owners to increase their efforts. Saxton continued to resist, passing their written requests to Howard with the comment:
The freedmen were promised the protection of the Government in their possession. This order was issued under a great military necessity with the approval of the War Department. I was appointed the executive officer to carry it out. More than forty thousand destitute freedmen have been provided with homes under its promises. I cannot break faith with them now by recommending the restoration of any of these lands. In my opinion this order of General Sherman is as binding as a statute.
Johnson dispatched Howard to the Islands, with instructions to broker a "mutually satisfactory" settlement. Howard understood that this implied a complete restoration of pre-war ownership. He informed the islanders of Johnson's intention. But (with support from Stanton, who felt comfortable with a literal interpretation of the phrase "mutually satisfactory") appointed a sympathetic Captain, Alexander P. Ketchum, to form a commission overseeing the transition. Ketchum and Saxton proceeded to resist resettlement claims by Confederate whites.
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The settlers formed a solidarity network to resist reclamation of their lands, and proved willing to defend their homes with vigorous displays of force. The Sea Island homesteaders also wrote directly to Howard and Johnson, insisting that the government keep its promise and maintain their homesteads.
However, the prevailing political wind continued to favor the Southern landowners. Saxton and Ketchum lost their positions; Daniel Sickles and Robert K. Scott assumed power. In the winter of 1866–1867, Sickles turned the Union Army on the settlers, evicting all those that could not produce the correct deed. Black settlers retained control over 1,565 titles amounting to 63,000 acres. Scott recounted in his report to Congress: "The officers of these detachments in many instances took from the freedmen their certificates, declared them worthless, and destroyed them in their presence. Upon refusing to accept the contracts offered, the people in several instances were thrust out into the highways, where, being without shelter, many perished from small-pox, which prevailed to an alarming extent among them."
Soldiers continued to evict settlers and enforce work agreements, leading in 1867 to a large-scale armed standoff between the Army and a group of farmers who would not renew their contract with a plantation owner. General Davis Tillson in Georgia ordered a modification to the title of black landowners "as to give a man holding one, not forty acres, but as much land as he could work well, say from ten to fifteen acres—and that the balance of the land should be turned over to Messrs. Scuyler and Winchester, who should be allowed to hire the remaining freed people who wish to work for them [...]". 90% of the land on Skidaway Island was confiscated.
The (second) Second Freedmen's Bureau bill, passed in July 1866 over Johnson's veto, stipulated the freedpeople whose lands had been restored to Confederate owners could pay $1.25 per acre for up to 20 acres of land in St. Luke and St. Helena parishes of Beaufort County, South Carolina. This district was overseen by Major Martin R. Delaney, an abolitionist and advocate of black land ownership. About 1,900 families with land titles resettled in Beaufort County, buying 19,040 acres of land at relatively low rates.
Many people remained on the islands and maintained the Gullah culture of their ancestors. Several hundred thousand Gullah people live on the Sea Islands today. Their claim to the land has been threatened in recent decades by developers seeking to build vacation resorts.
Thomas denied their request and accused Montgomery of having promoted the petition to further his own profits. Montgomery appealed to Joseph Davis, who had returned to Mississippi in October 1865 and was staying in Vicksburg.
Samuel Thomas was eventually removed from his post. Joseph Davis regained control of his plantation in 1867 and promptly sold it to Benjamin Montgomery for $300,000. This price, $75 per acre, was comparatively low. The transaction itself was illegal because the Mississippi Black Codes outlawed sale of property to blacks; Davis and Montgomery therefore conducted the deal in secret.
Montgomery invited free blacks to settle the land and work there. In 1887, led by Benjamin's son Isaiah Montgomery, the group founded a new settlement at Mound Bayou, Mississippi. Mound Bayou remains an autonomous and virtually all-Black community.
Thaddeus Stevens and Charles Sumner continued to support land reform for freedpeople, but were opposed by a large bloc of politicians who did not want to violate property rights or redistribute capital.
Many radical Northerners withdrew their support for land reform in the years following the war. One reason for the shift in political opinion was fear by the Republicans that land ownership might lead Blacks to align with Democrats for economic reasons. In general, politicians turned their focus to the legal status of freedpeople. In the analysis of W. E. B. Du Bois, black suffrage became more politically palatable precisely as an inexpensive alternative to well-funded agrarian reform.
By the 1870s, blacks had abandoned hope of federal land redistribution, but many still saw "forty acres and a mule" as the key to freedom. black land ownership in the South increased steadily despite the failure of federal Reconstruction. One quarter of black farmers in the South owned their land by 1900. Near the coast, they owned an average of 27 acres; inland, an average of 48 acres. By comparison, 63% of Southern white farmers owned their land. Most of this land was simply bought through private transactions.
In 1910, black Americans owned 15,000,000 acres of land, most of it in Alabama, Mississippi, North Carolina, and South Carolina. This figure has since declined to 5,500,000 acres in 1980 and to 2,000,000 acres in 1997. Most of this land is not the area held by black families in 1910; beyond the "Black Belt", it is located in Texas, Oklahoma, and California. The total number of Black farmers has decreased from 925,708 in 1920 to 18,000 in 1997; the number of white farmers has also decreased, but much more slowly. black American land ownership has diminished more than that of any other ethnic group, while white land ownership has increased. black families who inherit land across generations without obtaining an explicit title (often resulting in tenancy in common by multiple descendents) may have difficulty gaining government benefits and risk losing their land completely. Outright fraud and lynchings have also been used to strip black people of their land.
Black landowners are common targets of eminent domain laws invoked to make way for public works projects. At Harris Neck in the Sea Islands, a group of Gullah freedpeople retained 2,681 acres of high-quality land due to the Will of the plantation owner Marg[a]ret Ann Harris. About 100 black farmers continued to live at Harris Neck until 1942, when they were forced off the land because of a plan to build an Air Force base. The land was used freely by local white authorities until 1962, when it was turned over to the federal Fish and Wildlife Service and became Harris Neck National Wildlife Refuge. Ownership of the land remains contested.
There are some who call the USDA 'the last plantation.' An 'old line' department, USDA was one of the last federal agencies to integrate and perhaps the last to include women and minorities in leadership positions. Considered a stubborn bureaucracy and slow to change, USDA is also perceived as playing a key role in what some see as a conspiracy to force minority and socially disadvantaged farmers off their land through discriminatory loan practices.
A class action lawsuit has accused the USDA of systematic discrimination against black farmers from 1981–1999. In Pigford v. Glickman (1999), District Court Judge Paul L. Friedman ruled in favor of the farmers and ordered the USDA to pay financial damages for loss of land and revenue. However, the status of full compensation for affected farmers remains unresolved.
The "40 acres and a mule" promise featured prominently in the Pigford decision. Ruling that the United States Department of Agriculture had discriminated against African American farmers, Friedman wrote: "Forty acres and a mule. The government broke that promise to African American farmers. Over one hundred years later, the USDA broke its promise to Mr. James Beverly."
"40 Acres and a Mule" is often discussed in the context of reparations for slavery. However, strictly speaking, the various policies offering 'forty acres' provided land for political and economic reasons—and with a price tag—and not as unconditional compensation for lifetimes of unpaid labor.
- Three acres and a cow, a land reform slogan in Britain.
- Slavery in the United States
- Treatment of slaves in the United States
- Henry Louis Gates, Jr., "The Truth Behind '40 Acres and a Mule'", The Root, 7 January 2013.
- Mitchell, From Reconstruction to Deconstruction (2001), pp. 523–524.
- Foner, "Languages of Change" (1988), p. 277. "Unlike freedmen in other countries, however, American blacks emerged from slavery convinced both that they had a right to a portion of their former owner's land, and that the national government had committed itself to land distribution."
- Woodson, Brief Treatment of the Free Negro (1925), p. xv.
- Woodson, Brief Treatment of the Free Negro (1925), pp. xvi–xviii.
- Woodson, Brief Treatment of the Free Negro (1925), pp. xx, xxxviii–xl.
- Woodson, Brief Treatment of the Free Negro (1925), pp. xxiiv–xxiv.
- Woodson, Brief Treatment of the Free Negro (1925), pp. xli–xlii.
- Woodson, Brief Treatment of the Free Negro (1925), pp. xxxvi, xlii–xliii.
- Dyer, "The Persistence of the Idea of Negro Colonization" (1943), p. 54.
- Lacy K. Ford, Deliver Us from Evil: The Slavery Question in the Old South; Oxford University Press, 2009, p. 62.
- Woodson, Brief Treatment of the Free Negro (1925), pp. xl–xli.
- Dyer, "The Persistence of the Idea of Negro Colonization" (1943), p. 55.
- Bonekemper, "Negro Ownership of Real Property" (1970), pp. 171–172.
- Dyer, "The Persistence of the Idea of Negro Colonization" (1943), p. 53.
- Draft Constitution of Virginia, 1776 http://avalon.law.yale.edu/18th_century/jeffcons.asp
- Engs, Freedom's First Generation (1979), p. 26. "The North, unprepared for war, was even more unprepared for the burden of caring for thousands of fleeing bondsmen. The only organization which could perform this monumental task was the Union army. But to most army men, freedmen were at best a nuisance. At worst, they were representatives of the despised race for whom Northern white men were being asked to kill or be killed."
- Bonekemper, Negro Ownership of Real Property (1970), p. 169.
- Jackson, The Origin of Hampton Institute (1925), p. 133. "Nevertheless, shady though some of his tactics may have been in the opinion of some, Butler is to be rated as famous for the stand he took on that morning of the twenty-fourth of May when he declared that the escaped slave who stood before him should not be returned to his master but that he and all others who so came were to be regarded as contraband of war.2 From this time forward all escaped and abandoned slaves in the South were frequently known as 'contrabands.'"
- Bonekemper, Negro Ownership of Real Property (1970), p. 170.
- Bonekemper, "Negro Ownership of Real Property" (1970), p. 171. "Nevertheless, the housing situation was so desperate that complaints emanated from the Reverend Lockwood, the A.M.A. and the just-organized National Freedmen's Relief Association and led to investigation by the American Freedmen's Inquiry Commission, appointment of Captain C. B. Wilder of Boston to protect the blacks' interests and the construction of large buildings in which the Negroes could live."
- Jackson, The Origin of Hampton Institute (1925), p. 135.
- Boyd, "The Île a Vache Colonization Venture" (1959), p. 49. "The distress of the six thousand Negroes at Fort Monroe, Virginia, may have influenced Lincoln to proceed despite the Senator's misgivings. A report by Quakers in December, 1862, described the refugees quartered in small rooms, sometimes containing ten to twelve persons each, with insufficient fuel and clothing to keep warm throughout the winter month."
- Voegeli, "A Rejected Alternative" (2003), p. 767.
- Voegeli, "A Rejected Alternative" (2003), p. 769.
- Voegeli, "A Rejected Alternative" (2003), pp. 776–777.
- Engs, Freedom's First Generation (1979), pp. 38–39.
- Engs, Freedom's First Generation (1979), pp. 3–4, 25. "During the Civil War, the groups which would shape the post-bellum life of black Hampton came together for the first time. Over that same period, the issues that would inform black and white approaches to freedom, in Hampton and in the South as a whole, crystalized. [...] In these unstable circumstances, Northern whites and Southern blacks had their first large-scale encounter of the war."
- Rose, Rehearsal for Reconstruction (1964), pp. 18–19.
- Adam Gurowski, Diary: from March 4, 1861, to November 12, 1862.; Boston: Lee and Shepard, 1862, p. 121.
- Rose, Rehearsal for Reconstruction (1964), p. 20. "The rapid change in their status was not working to the advantage of many Sea Island Negroes, and their obvious hardship since the Federal invasion was embarrassing to the government. The army had made free use of plantation food stores, leaving many slave communities with little to eat. [...] Having no place to turn, they flocked to the neighborhood of the army camps. There, they were as often treated badly as offered employment and help. The New York Tribune's correspondent reported that one enterprising and unscrupulous officer was caught in the act of assembling a cargo of Negroes for transportation and sale in Cuba [...]".
- Rose, Rehearsal for Reconstruction (1964), p. 240. "Violent examples of race hatred could be found wherever Northern troops came into contact with numbers of freedmen. Even at Port Royal, where Saxton's benevolent protectorate should have deterred overt demonstrations, there were appalling clashes. As late as February of 1863 unruly parties from several regiments, including the 9th New Jersey, the 100th New York, known as 'Les Enfants Perdus', and the 24th Massachusetts, went berserk and terrorized St. Helena Island. They killed and stole livestock, took money from the Negroes, and culminated their outrages in burning all the Negro cabins on the Daniel Jenkins plantations. They beat Negro men and attempted to rape the women, and when the superintendents intervened the soldiers threatened to shoot them."
- Rose, Rehearsal for Reconstruction (1964), p. 19.
- Cox, "The Promise of Land for the Freedmen" (1958), p. 421.
- Rose, Rehearsal for Reconstruction (1964), pp. 24–25.
- Rose, Rehearsal for Reconstruction (1964), p. 29.
- Edward L. Pierce, The Negroes at Port Royal: Report of E. L. Pierce, Government Agent, to the Hon. Salmon P. Chase, Secretary of the Treasury; Boston: R. F. Walcutt, 1862; letter dated 3 February 1862. "The laborers themselves, no longer slaves of their former masters, or of the Government, but as yet in large numbers unprepared for the full privileges of citizens, are to be treated with sole reference to such preparation."
- Rose, Rehearsal for Reconstruction (1964), p. 32. "The government would undoubtedly take steps to put the cotton lands under cultivation, but Pierce was well aware that there was a plan alternative to his own that had very serious backing. While he was asking the government to gamble on the success of a novel agricultural experiment, Colonel Reynolds proposed leasing the plantations and the laborers to a private organization. Reynolds' plan had the merit of simplicity and much better prospects of immediate revenue to the government."
- Rose, Rehearsal for Reconstruction (1964), pp. 32–33.
- Rose, Rehearsal for Reconstruction (1964), p. 34. "The young lawyer undoubtedly had hoped to hear some reassuring word from Lincoln about the future status of the Negroes at Port Royal. This was a point that had disturbed many prospective supporters of the educational work, for they feared that after being treated as freemen and trained to support themselves the Negroes might become the victims of 'some unhappy compromise.'"
- Rose, Rehearsal for Reconstruction (1964), pp. 37–38.
- Rose, Rehearsal for Reconstruction (1964), p. 40.
- Rose, Rehearsal for Reconstruction (1964), pp. 43–44.
- Rose, Rehearsal for Reconstruction (1964), pp. 64–66, 159–160.
- Rose, Rehearsal for Reconstruction (1964), pp. 144–146.
- Rose, Rehearsal for Reconstruction (1964), p. 189.
- Rose, Rehearsal for Reconstruction (1964), p. 226.
- Rose, Rehearsal for Reconstruction (1964), pp. 226–228. "It is this exclusive preoccupation with cotton that has given most support to the idea that the planter-missionaries were pure economic imperialists [...]. Their vision of the freed people as agricultural peasants devoted to a single-crop economy and educated to a taste for consumer goods supplied by Northern factories fulfils the classic pattern of tributary economics the world over. It is important to remember that at this early time there seemed nothing conspiratorial about this."
- Rose, Rehearsal for Reconstruction (1964), pp. 66–67.
- Rose, Rehearsal for Reconstruction (1964), p. 141.
- Cox, "The Promise of Land for the Freedmen" (1958), p. 428.
- Rose, Rehearsal for Reconstruction (1964), pp. 191–194.
- Oubre, Forty Acres and a Mule (1978), p. 8.
- Rose, Rehearsal for Reconstruction (1964), pp. 200–204.
- Williamson, After Slavery (1965), p. 56.
- Williamson, After Slavery (1965), p. 55.
- Oubre, Forty Acres and a Mule (1978), p. 9.
- Rose, Rehearsal for Reconstruction (1964), pp. 212–213, 298.
- Rose, Rehearsal for Reconstruction (1964), p. 272.
- Rose, Rehearsal for Reconstruction (1964), p. 281.
- Rose, Rehearsal for Reconstruction (1964), pp. 274–275.
- Rose, Rehearsal for Reconstruction (1964), pp. 284.
- Williamson, After Slavery (1965), p. 57.
- Rose, Rehearsal for Reconstruction (1964), p. 287.
- Rose, Rehearsal for Reconstruction (1964), p. 290.
- Rose, Rehearsal for Reconstruction (1964), p. 294.
- Rose, Rehearsal for Reconstruction (1964), p. 295. "There were ample signs of impending trouble. A group of superintendents returning to St. Helena from the sale of February 26 were met near Land's End by a crowd of freed people, who surrounded them clamoring for information and 'complaining that their land—that they had pre-empted—had been sold away from them, and declaring that they wouldn't work for the purchaser.'"
- Byrne, "Uncle Billy" (1995), p. 109.
- Drago, "How Sherman's March Through Georgia Affected the Slaves" (1973), p. 363.
- Drago, How Sherman's March Through Georgia Affected the Slaves (1973), pp. 369–371.
- Drago, "How Sherman's March Through Georgia Affected the Slaves" (1973), p. 372; quoting the Augusta Daily Constitutionalist, 29 January 1865.
- Byrne, "Uncle Billy" (1995), p. 110.
- James, "Sherman at Savannah" (1954), p. 127.
- Byrne, "Uncle Billy" (1995), pp. 99–102.
- Byrne, "Uncle Billy" (1995), p. 106.
- Cox, "The Promise of Land for the Freedmen" (1958), p. 429.
- An account of this meeting was published on 13 February 1865 in the New York Daily Tribune as "Negroes of Savannah". A copy of the Daily Tribune article is held by the US National Archives and can be found here transcribed by the National Park Service. According to Adjutant General Edward D. Townsend, the formal exchange represents a verbatim account of the meeting: "I do hereby certify that the foregoing is a true and faithful report of the questions and answers made by the colored ministers and church members of Savannah in my presence and hearing, at the chambers of Major-Gen. Sherman, on the evening of Thursday, Jan 12, 1865. The questions of Gen. Sherman and the Secretary of War were reduced to writing and read to the persons present. The answers were made by the Rev. Garrison Frazier, who was selected by the other ministers and church members to answer for them. The answers were written down in his exact words, and read over to the others, who one by one expressed his concurrence or dissent as above set forth."
- Order by the Commander of the Military Division of the Mississippi.
- "Reconstruction ... Forty Acres and a Mule" at American Experience website.
- Buescher, John. "Forty Acres and a Mule." Teachinghistory.org. Retrieved 13 July 2011.
- James, "Sherman at Savannah" (1954), p. 135.
- Byrne, "Uncle Billy" (1995), pp. 111–112.
- Rose, Rehearsal for Reconstruction (1964), p. 330.
- Byrne, "Uncle Billy" (1995), pp. 112–113.
- "Harmony of Action" – Sherman as an army group commander.
- Cox, "The Promise of Land for the Freedmen" (1958), p. 429. "But the freedmen quite naturally anticipated permanent possession; and Saxton later testified that he had begged not to be charged with carrying out Sherman's order if the freedmen's expectations were once again to be broken, and that he had received assurances from Secretary Stanton that the Negroes would retain possession of the land."
- Saville, The Work of Reconstruction (1994), pp. 19–20.
- Byrne, "Uncle Billy" (1995), p. 113.
- Williamson, After Slavery (1965), pp. 54–55.
"'Forty acres and a mule', that delightful bit of myopic mythology so often ascribed to the newly freed in the Reconstruction period, at least in South Carolina during the spring and summer of 1865, represented far more than the chimerical rantings of the ignorant darkies, irresponsible soldiers", and radical politicians. On the contrary, it symbolized precisely the policy which the government had already given and was giving mass application in the Sea Islands. Hardly had the troops landed, in November, 1861, before liberal Northerners arrived to begin a series of ambitious experiment in the reconstruction of Southern society. One of these experiments included the redistribution of large landed estates to the Negroes. By the Spring of 1865, this program was well underway, and after August any well-informed intelligent observer in South Carolina would have concluded, as did the Negroes, that some considerable degree of permanent land division was highly probable."
- Oubre, Forty Acres and a Mule (1978), pp. 47–48. "By summer of 1865, word of Sherman's Special Field Order, No. 15 had spread throughout the states covered by the order as well as to neighboring states. So great was the desire for land that blacks poured into the reservation in search of their forty-acre plots."
- Webster, Operation of the Freedmen's Bureau in South Carolina (1916), pp. 94–95.
- Rose, Rehearsal for Reconstruction (1964), p. 332.
- Rose, Rehearsal for Reconstruction (1964), p. 331.
- Belz, A New Birth of Freedom (2000), pp. 45–46.
- Cox, "The Promise of Land for the Freedmen" (1958), p. 425. "Disposition of lands and indirectly of Negro labor through Treasury agents to northern lessees brought forth even greater condemnation than direct military supervision. [...] The investigations of James E. Yeatman for the Western Sanitary Commission late in 1863 revealed shocking exploitation and abuse of freedmen working the leased plantations. Attempts during 1864 to remedy those abuses resulted in confusion and conflict of authority between army officers and Treasury agents."
- Cox, "The Promise of Land for the Freedmen" (1958), pp. 425–426. "There can be no doubt that these varied wartime experiences, together with the criticism and publicity they evoked, affected the Freedmen's Bureau legislation. They make clear what the framers of its final version were attempting to avoid, namely, government plantation operation, exploitation of Negro labor by northern speculators, abuse and rigorous control of freedmen by southern planters whether in violation of military directives or in collusion with military personnel, even the minute paternalistic regulations drawn to safeguard the freedmen that might lead to a permanent 'pupilage'."
- Belz, A New Birth of Freedom (2000), p. 47.
- Belz, A New Birth of Freedom (2000), pp. 52–53.
- Hermann, Pursuit of a Dream (1981), pp. 3–9. "The reformer was criticized not so much for his practical failures as for his open rejection of orthodox religion and the institution of marriage. Although Davis did not agree with these radical ideas, he continued to admire the Scottish utopian for his innovative theories. However, the new planter proposed to adopt only the elements of Owen's philosophy that would promote his goal of an efficient, prosperous plantation community."
- Hermann, Pursuit of a Dream (1981), pp. 11–16.
- Hermann, Pursuit of a Dream (1981), pp. 38– 47.
- Foner, Reconstruction (2011), p. 59.
- Oubre, Forty Acres and a Mule (1978), p. 17.
- Hermann, Pursuit of a Dream (1981), p. 39.
- Hermann, Pursuit of a Dream (1981), p. 50.
- 29 July 1865; quoted in Oubre, Forty Acres and a Mule (1978), p. 27.
- Rose, Rehearsal for Reconstruction (1964), pp. 336–338.
- Du Bois, Black Reconstruction, pp. 222–223.
- Cox, "The Promise of Land for the Freedmen" (1958), p. 413. "Only a few weeks earlier the members of Congress by their approval of the Thirteenth Amendment had agreed that henceforth the Negro was to be a free man, never again a slave; now they took action to put him on the road to economic independence of the type traditional to free men in the 19th-century agrarian Republic, namely, ownership of the land that he tilled."
- Rose, Rehearsal for Reconstruction (1964), p. 339. "With the approval of the Thirteenth Amendment, Congress had put its blessing on the free status of Negro Americans; the land provision of the Bureau Act was the natural response of a nation of small farmers to set the black man on the road to economic freedom. The purpose of the Bureau itself was to assure a reasonable and temporary protection for the Negro as he passed into his new condition."
- Cox, "The Promise of Land for the Freedmen" (1958), p. 417. "The chief spokesmen for the Republican opposition were James W. Grimes of Iowa, Henry S. Lane of Indiana, and John P. Hale of New Hampshire, all antislavery men who feared that the supervision provided for the freedmen might lead to their abuse. As the New York Herald reported with some satisfaction, the Freedmen's Bureau bill 'was killed by its friends,' a display of independence towards Sumner which the paper found 'quite refreshing.'"
- Cox, "The Promise of Land for the Freedmen" (1958), p. 418. Cox quotes "an entirely new bill" from the Congressional Globe, 3 March 1865, p. 1042.
- Oubre, Forty Acres and a Mule (1978), pp. 20–21.
- "Freedmen's Bureau Bill" (approved March 3, 1865) as reproduced in The American Nation: Primary Sources, ed. Bruce Frohnen; Indianapolis: Liberty Fund, 2008.
- Cox, "The Promise of Land for the Freedmen" (1958), p. 413. "Implicit in the decision was the acceptance of the fact that the freedmen would not be colonized abroad, as Lincoln and many others less concerned with the Negro's welfare had wished, nor even colonized in designated areas within the home boundaries, but that he should remain a basic economic and social element in his southern homeland."
- Oubre, Forty Acres and a Mule (1978), p. 31.
- McFeely, Yankee Stepfather (1994), p. 99.
- Andrew Johnson, Amnesty Proclamation, May 29, 1865. Text.
- James Speed, "Opinion on Duty of the Commissioner of the Freedmen's Bureau", June 22, 1865. Text.
- McFeely, Yankee Stepfather (1994), pp. 100–101.
- Oubre, Forty Acres and a Mule (1978), p. 32.
- Dalton Conley, "Forty Acres and a Mule: What if America Pays Reparations?", Contexts 1(3), Fall 2002.
- McFeely, Yankee Stepfather (1994), pp. 104–105.
- O. O. Howard, "Circular no. 13", July 28, 1865; National Archives and Records Administration, Record Group 105, Entry 24, No. 139 Asst Adjutant General Circulars 1865-1869, Bureau of Refugees, Freedmen, and Abandoned Lands, pp. 14-15; transcribed from original by John Soos in August, 2003.
- McFeely, Yankee Stepfather (1994), p. 105. "From July 28, 1865, until the circular order was rescinded in September, region-wide redistribution of abandoned and confiscated lands in the South was the stated policy of an agency of the United States government. It was so understood (if not put into practice) by army officers in the South. Had it been implemented, every freedman would not have gotten forty acres of land, but 20,000 Negro families in all sections of the South would have gotten a start on their own farms."
- McFeely, Yankee Stepfather (1994), pp. 108–109. "It does not seem altogether improbable that Howard was not fully aware of the implications of his Circular. As happened more than once during Reconstruction, the compelling needs of the Negroes drew more radical moves from conservative hands. That the Commissioner was asking the President of the United States to acquiesce to a revolutionary principle of dividing large holdings."
- Hahn et al., Land and Labor, 1865 (2008), p. 401. "Complaints from aggrieved landowners about the refusal of Freedmen's Bureau officials to relinquish abandoned property soon reached President Johnson, who effectively nullified not only Howard's circular but also the intentions of Congress as expressed in the land provisions of the law creating the bureau. On August 16, intervening on behalf of a pardoned Confederate from his home state of Tennessee, Johnson ordered the bureau to restore the man's estate without delay. 'The same action will be had in all similar cases', he added."
- Hahn et al., Land and Labor, 1865 (2008), pp. 402–403; document transcribed, pp. 431–432.
- Oubre, Forty Acres and a Mule (1978), p. 38. "The new circular made the possession of land so uncertain that many bureau agents discontinued their policy of assigning land to the freedmen."
- Oubre, Forty Acres and a Mule (1978), p. 79.
- Oubre, Forty Acres and a Mule (1978), pp. 191–192.
- Lockett, "Abraham Lincoln and Colonization" (1991), p. 430. "Lincoln held the strong belief that colonization would accomplish a twofold objection: rid the nation of racial strife by ridding the nation of its freedmen, which in effect would render America a white man's country (Richardson, 1907, p. 153)."
- Magness & Page, Colonization after Emancipation (2011), pp. 3–4.
- Lockett, "Abraham Lincoln and Colonization" (1991), pp. 431–432. "This act made Lincoln the sole authority on all plans involving government-financed colonization, as well as on how the money would be spent. It pushed Lincoln far ahead in the field of those who had dedicated themselves to the colonization of the Negro, reaching back to Thomas Jefferson."
- Oubre, Forty Acres and a Mule (1978), p. 4.
- Lockett, "Abraham Lincoln and Colonization" (1991), p. 433.
- Page, "Lincoln and Chiriquí Colonization Revisited" (2011).
- Lockett, "Abraham Lincoln and Colonization" (1991), p. 432. "Because Haiti and Liberia were black independent republics with climatic and topographical features favorable for Black people, Lincoln considered the two countries prime sites for establishing colonies (Nicolay & Hay, 1890, Vol. 6, p. 168)."
- Page, "Lincoln and Chiriquí Colonization Revisited" (2011), p. 314.
- Page, "Lincoln and Chiriquí Colonization Revisited" (2011), p. 313. "In fact, the president had those two projects under consideration concurrently during late 1862 and early 1863 – and even the 'second wave' of imperial schemes should be understood more in reference to their longer life than to the date of their initiation. Personally, Lincoln was keen to experiment with several options and to see what worked best."
- Lockett, "Abraham Lincoln and Colonization" (1991), p. 436.
- Boyd, "The Île a Vache Colonization Venture" (1959), p. 51.
- Lockett, "Abraham Lincoln and Colonization" (1991), pp. 438–439.
- Dyer, "The Persistence of the Idea of Negro Colonization" (1943), pp. 60–61.
- Boyd, "The Île a Vache Colonization Venture" (1959), p. 54.
- Lockett, "Abraham Lincoln and Colonization" (1991), p. 441.
- Oubre, Forty Acres and a Mule (1978), p. 5.
- Boyd, "The Île a Vache Colonization Venture" (1959), p. 56.
- Oubre, Forty Acres and a Mule (1978), p. 6.
- Oubre, Forty Acres and a Mule (1978), pp. 73–75.
- Hahn et al., Land and Labor, 1865 (2008), p. 402; document transcribed, pp. 410–411.
- Oubre, Forty Acres and a Mule (1978), pp. 81–83.
- Hahn et al., Land and Labor, 1865 (2008), p. 402; document transcribed, p. 410.
- "Second Freedmen's Bureau Bill" (introduced December 4, 1865) as reproduced in The American Nation: Primary Sources, ed. Bruce Frohnen; Indianapolis: Liberty Fund, 2008.
- Oubre, Forty Acres and a Mule (1978), pp. 84–85.
- "Veto of the Second Freedmen's Bureau Bill" (introduced December 4, 1865) as reproduced in The American Nation: Primary Sources, ed. Bruce Frohnen; Indianapolis: Liberty Fund, 2008.
- Oubre, Forty Acres and a Mule (1978), pp. 86–87.
- Oubre, Forty Acres and a Mule (1978), p. 81.
- Oubre, Forty Acres and a Mule (1978), p. 93.
- Oubre, Forty Acres and a Mule (1978), p. 149.
- Oubre, Forty Acres and a Mule (1978), p. 188.
- Engs, Freedom's First Generation (1979), p. 122. "Throughout the South, freedmen were required to make labor contracts with their former owners, and local Bureau agents were charged to enforce the terms of these agreements. Black refugees from rural counties were returned to their home plantations despite proof that they would be subject to mistreatment. Rather than fostering black independence, the Bureau became an agency to assist Southern whites in perpetuating black subordination. Agents who resisted these perversions of the Bureau's purpose, like Wilder, or Saxton in South Carolina, were dismissed and replaced by officers more amenable to the president and his southern allies."
- Hahn et al., Land and Labor, 1865 (2008), p. 397. "However long they had been in residence and whatever the legal status of the property they occupied, freedpeople living on federally controlled land considered themselves entitled to security in its possession and use. Their unrequited toil in slavery and their support of the Union during the war gave them, they believed, a claim superior to that of absent, disloyal owners."
- Wilson, Black Codes (1965), p. 55. "Finally, it must be observed that a great deal of the freedmen's idleness stemmed from their almost universal belief that they would receive a gift of land from the federal government at Christmas or New Year's."
- Hahn et al., Land and Labor, 1865 (2008), p. 409.
- Du Bois, Black Reconstruction, p. 603.
- McFeely, Yankee Stepfather (1994), p. 105. "That Howard and his men, unable to sustain their stated policy, spent the fall trying to make the Negroes believe that forty acres was just 'a la mode Santa Claus' was, in reality, just an admission that a group of white generals had failed their job and not proof that the freedmen were foolish or superstitious."
- Fleming, "Forty Acres and a Mule" (1906), p. 46. "For several years after the close of the Civil War, the Negroes of the South believed that the estates of the whites were to be confiscated by the Washington Government, and that each Negro head of a family would obtain from the property thus confiscated 'forty acres and a mule.' Some old Negroes still believe that the homestead and the mule will be given to them. This belief has often, especially in late years, been ridiculed as the childish dream of an ignorant people; for it is assumed that the negro had no reason for expecting land and stock from the Government. The purpose of this paper is to show that the expectations of the blacks were justified by the policies of the Government and the actions of its agents, and also to show that rascals took advantage of these expectations to swindle the ignorant freedmen."
- Saville, The Work of Reconstruction (1994), p. 19. "Not only does the 'forty acre' slogan obscure values that are foreign to the idea of land as a commodity, but, by drawing attention to a fixed measure of land, it tends to distort the character of the farming that ex-slaves undertook. Sherman's Field Order 15, issued in January 1865, set forty acres as the maximum amount of land that freed heads of households might claim [...]. Nevertheless, freed families in the low country seldom attempted to cultivate land in lots as large or as regularly defined as forty acres."
- Wilson, Black Codes (1965), p. 56. "There was one other erroneous rumor—to some extent a consequence of the forty-acres-and-a-mule rumor—which contributed to bad race relations in the South in 1865. It was the more foolish—because totally unfounded—idea that, disappointed at not receiving the expected land, the Negroes would rise in a bloody rebellion at Christmas. Mississippi quickly passed one law providing for the immediate organization of volunteer militia companies and another outlawing possession of weapons by Negroes. The militia proceeded to disarm the Negroes in such a brutal fashion as to cause much criticism. Alabama Negroes were disarmed by similar methods with like results."
- Whitelaw Reid, After The War: A Southern Tour (May 1, 1865 to May 1, 1866.) London: Samson Low, Son, & Marston, 1866, p. 336; cited in Foner, "Languages of Changes" (1988), p. 277.
- Cohen, At Freedom's Edge (1991), p. 15. "The impact of the labor shortage was exacerbated by a black agenda that dovetailed with neither the need of the planters nor the expectations or the Northern occupiers. Seeking independence from white control, they resisted the work forms of slavery, refusing to labor in gangs or to take direction from overseers or even drivers."
- Williamson, After Slavery (1965), p. 74.
- Williamson, After Slavery (1965), pp. 74–75.
- Wilson, Black Codes (1965), p. 57. "In a nutshell, the sum of army and Freedmen's Bureau policies was: protect the Negroes from violence and actual enslavement, but keep as many as possible on the plantations and compel them to work. Both agencies preserved 'white man's rule,' and though both of them did, as George Bently said of the Freedmen's Bureau, 'maintain a fairly strong guard against any form of re-enslavement of the Negroes', their interest in the welfare and happiness of the freedmen did not, as a whole, extend far beyond that safeguard in 1865 and 1866. It is also as true of one as of the other that its policies, in the main, were 'those that planters and other businessmen desired.'"
- McKenzie, "Freedmen and the Soil in the Upper South" (1993), pp. 68–69. "A majority of white landowners, though, dismissed the twin goals of black colonization and white immigration as impractical and unnecessary and believed it possible to rely upon the labor of the ex-slaves. Most Tennesseans believed that in order to use black labor effectively it would be necessary to restrict the mobility of blacks and to fashion land and labor arrangements that resembled slavery as closely as possible".
- Cohen, At Freedom's Edge (1991), pp. 32–34.
- Williamson, After Slavery (1965), pp. 90–93.
- Cohen, At Freedom's Edge (1991), p. 12.
- Du Bois, Black Reconstruction, p. 602.
- Williamson, After Slavery (1965), p. 96. "The broad framework of a new economics for the South was prescribed in the North, but the infinite detail evolved in a species of economic warfare between white employers and Negro employees."
- McKenzie, "Freedmen and the Soil in the Upper South" (1993), p. 70.
- Cohen, At Freedom's Edge (1991), pp. 20–21. "Croppers had to accept employer supervision of virtually every dimension of their farming activity. [...] Still, at its inception, sharecropping was far more popular among blacks than the annual-wage system."
- McKenzie, "Freedmen and the Soil in the Upper South" (1993), pp. 81–84. "Exploration of this sort has proven that, with regard to Tennessee, the standard scenario for the post-emancipation transformation of southern agriculture is factually incorrect in two fundamental respects. First, the institutional reorganization of agriculture in the state was neither swift nor thorough, and it did not result in the immediate predominance of sharecropping among the former slaves. Between 1860 and 1880 the number and average size of farm units across the state underwent major changes, but these reflected first and foremost a remarkable increase in the number of white owners. Although sharecropping and tenancy did grow in importance, as late as 1880 the typical freedman was more likely to have been a wage laborer than a cropper or tenant. Second, despite the continued concentration of blacks at the lowest rung of the agricultural ladder, in Tennessee there was considerable fluidity between the landholding and landless ranks. Throughout the 1870s a small but significant proportion of former slaves purchased farms of their own; at the same time, however, a substantial fraction of those who began the decade as owners had lost title to their farms by 1880".
- Bonekemper, "Negro Ownership of Real Property" (1970), p. 175.
- Engs, Freedom's First Generation (1979), pp. 87, 99–102.
- Engs, Freedom's First Generation (1979), pp. 102–104. "When the freedmen in Wilder's district were informed of the new policy, they were at first unbelieving, and then infuriated. They suspected that local agents like Wilder were lying to them. When Commissioner Howard and Subcommissioner Brown visited Hampton encouraging freedmen to return to their former homes and work for wages, the black began to realize the truth. It was the president and national government that were defaulting on Northern wartime promises. [...] they armed themselves and threatened to respond violently to any effort to evict them. In such instances, white Union troops, many of whom had recently fought in the same army with these black settlers, were ordered to drive the squatters off restored land at gunpoint."
- Engs, Freedom's First Generation (1979), pp. 113–115.
- Bonekemper, "Negro Ownership of Real Property" (1970), p. 166. "Free Negro ownership of land was not a recent development in Hampton and its environs. As early as 1797, Caesar Tarrant, a black, devised his houses and lots by will to his "loving wife." In addition to his Hampton holdings, he owned almost 2,700 acres of bounty land in Ohio, which had been granted to him for his services as a pilot in the Virginia Navy in the American Revolution. His daughter, Nancy Tarrant, was the only Negro landowner in Hampton in 1830."
- Bonekemper, "Negro Ownership of Real Property" (1970), p. 177.
- Medford, "Land and Labor" (1992), 570.
- Mitchell, "From Reconstruction to Deconstruction" (2001), p. 540.
- Bonekemper, "Negro Ownership of Real Property" (1970), p. 176.
- Jackson, "The Origin of Hampton Institute" (1925), pp. 145–146.
- Medford, "Land and Labor" (1992), pp. 575–576. "With the resources accrued from nonagricultural labor, and the knowledge that they could return to such work at any time, peninsula freedmen and women set out to enter the landed class. In none of the six counties did landholding by blacks becoming commonplace in the years immediately following emancipation. Between 1870 and 1880, however, as conditions stabilized, the quest for land brought better results."
- Medford, "Land and Labor" (1992), p. 577.
- Engs, Freedom's First Generation (1979), pp. 177–178.
- Medford, "Land and Labor" (1992), pp. 578–579.
- Medford, "Land and Labor" (1992), p. 581.
- Engs, Freedom's First Generation (1979), p. 137.
- Engs, Freedom's First Generation (1979), pp. 174–177.
- Oubre, Forty Acres and a Mule (1978), p. 49.
- Williamson, After Slavery (1965), p. 80.
- Hahn et al., Land and Labor, 1865 (2008), p. 402; document transcribed, p. 430.
- Oubre, Forty Acres and a Mule (1978), p. 51.
- Williamson, After Slavery (1965), pp. 80–81. "In October, a highly choleric Johnson personally, orally, and explicitly ordered Howard himself to go to South Carolina to effect a settlement 'mutually satisfactory' to the freedmen and the owners. Doubtless as Johnson intended, Howard interpreted this to mean that complete restoration was mandatory."
- Oubre, Forty Acres and a Mule (1978), p. 52. "He telegraphed Howard at Charleston that the president's order only called for him to see if the freedmen and the former owners could arrive at a mutually satisfactory agreement. If they could not, Howard should not have disturbed the freedmen in their possession."
- Hahn et al., Land and Labor, 1865 (2008), p. 406.
- Williamson, After Slavery (1965), p. 81.
- Williamson, After Slavery (1965), pp. 81–82.
- Hahn et al., Land and Labor, 1865 (2008), p. 408. "Understanding the importance of solidarity in resisting the landowners' demands, freedpeople organized themselves and forged links with their counterparts on other estates. Led by the committee that had framed the petitions to General Howard and President Johnson, residents of Edisto vowed to 'stand by each other, not for any violent action—but simply to refuse to contract for any white owners.'"
- Williamson, After Slavery (1965), pp. 83–84.
- Williamson, After Slavery (1965), p. 84. "During the winter of 1866, Sickles simply used his administrative power to do what Johnson and the owners had been unable to do by judicial and legal means. [...] The refusal of the military to recognize any papers which were in any degree erroneous resulted, finally, in only 1,565 titled (representing about 63,000 acres), being valided. By the same order that disallowed the Negro Code, Sickles also directed freedmen everywhere in the state to contract for the coming year or to leave their places. In February, squads of soldiers went through the plantations forcing those settlers without valid claims either to contract with the owners or leave."
- Webster, Operation of the Freedmen's Bureau in South Carolina (1916), p. 101; see also Congressional Serial Set, Issue 1276, p. 114.
- According to Rose (1964) p. 296, small pox was already known as "Government lump"; Rose explains in a footnote: "Those who had the 'lump' were 'Union,' and those who didn't were 'Secesh.'!"
- Williamson, After Slavery (1965), pp. 92–93.
- Oubre, Forty Acres and a Mule (1978), p. 65.
- Byrne, "Uncle Billy" (1995), p. 116.
- Oubre, Forty Acres and a Mule (1978), pp. 67–69.
- Webster, Operation of the Freedmen's Bureau in South Carolina (1916), p. 102.
- Oubre, Forty Acres and a Mule (1978), pp. 194–195.
- Dahleen Glanton, "Gullah Culture in Danger of Fading Away", National Geographic News (Chicago Tribune), 8 June 2001.
- Hermann, Pursuit of a Dream (1981), pp. 70–71.
- Hermann, Pursuit of a Dream (1981), p. 104.
- Hermann, Pursuit of a Dream (1981), pp. 109–110.
- Hermann, Pursuit of a Dream (1981), p. 110.
- Oubre, Forty Acres and a Mule (1978), pp. 168–169.
- Angela Hua, "Life in Mound Bayou, Mississippi: Findings from a Community Survey"; University of Michigan School of Public Health report, 2010.
- Du Bois, Black Reconstruction, p. 368.
- Oubre, Forty Acres and a Mule (1978), pp. 172–174.
- McKenzie, "Freedmen and the Soil in the Upper South" (1993), p. 68. "Initially the freedmen expected the federal government to facilitate this dream through the redistribution of their masters' plantations. Although forced ultimately to relinquish the hope of federal intervention, they nonetheless held tightly throughout the Reconstruction era to the vision of an independent black yeomanry."
- Mitchell, "From Reconstruction to Deconstruction" (2001), p. 526.
- Oubre, Forty Acres and a Mule (1978), p. 196.
- Oubre, Forty Acres and a Mule (1978), p. 178.
- Otabor and Nembhard, Land Loss (2012), p. 2. "A picture of the magnitude of the issue of land ownership and record titles is that in 1910, African American land ownership in the United States reached its peak of 15 million acres with nearly all of it in Mississippi, Alabama and the Carolinas, but by 1997 the numbers had declined drastically to about 2.3 million acres (according to Thomas, Pennick and Gray, 2004 based on data from the U.S. Department of Agriculture). The rate of decline of African‐American land holdings far exceeds the loss among other ethnic groups. Comparing the rate of African‐American farmland loss to other groups in 1997, blacks lost fifty‐three percent (53%) compared to 28.8% for other ethnic groups, while whites experienced steady growth (Civil Rights Action Team, quoted by Gilbert and Sharp, 2002)."
- McDougall, "Black Landowners Beware" (1979–1980), pp. 127–135.
- Mitchell, "From Reconstruction to Deconstruction" (2001), p. 507.
- Mitchell, "From Reconstruction to Deconstruction" (2001), p. 527.
- Otabor and Nembhard, Land Loss (2012), pp. 3–4.
- Otabor and Nembhard, Land Loss (2012), p. 7.
- McDougall, "Black Landowners Beware" (1979–1980), p. 160.
- McDougall, "Black Landowners Beware" (1979–1980), pp. 158–160.
- Terry Dickson, "Families join in new quest for Harris Neck land"; Florida Times-Union, 14 January 2007.
- Shalia Dewan, "black Landowners Fight to Reclaim Georgia Home"; New York Times, 30 June 2010.
- "Civil Rights at the United States Department of Agriculture: A Report by the Civil Rights Action Team", USDA, February 1997, p. 2; quoted in Mitchell (2001), p. 530.
- Otabor and Nembhard, Land Loss (2012), pp. 9–10.
- Otabor and Nembhard, Land Loss (2012), pp. 10–11.
- Alexander, Danielle (2004). "Forty Acres and a Mule: The Ruined Hope of Reconstruction". Humanities. Washington, D.C.: National Endowment for the Humanities. 25 (1 Jan./Feb.). Retrieved 19 August 2011.
- Mitchell, "From Reconstruction to Deconstruction" (2001), p. 506.
- Mitchell, "From Reconstruction to Deconstruction" (2001), p. 505.
- Adjoa A. Aiyetoro, "Formulating Reparations Litigation Through the Eyes of the Movement", NYU Annual Survey of American Law 58; 18 February 18, 2003, pp. 458–460. "However, this land was not a gift in recognition of the forced free labor that had been extracted from the refugees and the freed men and women and the inhumane treatment to which they and their ancestors had been subjected. Rather, the loyal refugees and freedmen chosen to receive this land were required to pay annually a rent [...]".
- Smith, John David (February 21, 2003). "The Enduring Myth of 'Forty Acres and a Mule". Chronicle of Higher Education. 49 (24).
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- Oubre, Claude F. Forty Acres and a Mule: The Freedmen's Bureau and Black Land Ownership. Louisiana State University Press, 1978.
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- Reid, Dbra A. and Evan P. Bennett. Beyond Forty Acres and a Mule: African American Landowning Families since Reconstruction. Gainesville, FL: University Press of Florida, 2012.
- Rose, Willie Lee. Rehearsal for Reconstruction: The Port Royal Experiment. Indianapolis: Bobbs-Merrill, 1964.
- Saville, Julie. The Work of Reconstruction: From Slave to Wage Laborer in South Carolina, 1860 – 1870. Cambridge University Press, 1994. ISBN 0-521-36221-0
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- Webster, Laura Josephine. The Operation of the Freedmen's Bureau in South Carolina. Smith College Studies in History 1(2), January 1916.
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- Wilson, Theodore Brantner. The Black Codes of the South. University of Alabama Press, 1965.
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- Significant Dates on Black Land Loss – from Federation of Southern Cooperatives Land Assistance Fund
- The Truth Behind '40 Acres and a Mule' by Henry Louis Gates, Jr.
- "Colonization by the Numbers", Phillip W. Magness
- Lizzie Grant, Gullah Resident of Harris Neck, photographed by Lorenzo Dow Turner around 1933.