Comprehensive Study Notes: The Thirteen Colonies (APUSH - Region, Governance, Society, and Economy)

  • Sectionalism and Regions: New England, Middle, Southern (including Chesapeake).

    • Different settlement motivations:

      • New England: largely religious motives (Purtian/Separatist influence).

      • Southern: largely economic motives (plantation/intensive cash crops).

      • Middle: mixed motives and diverse settlements; notable later states pictured that didn’t exist yet (e.g., Vermont 1777/1791, Maine 1820).

    • Visual cue: maps often group colonies into New England, Middle, Chesapeake, and Lower South.

  • Types of Colonies (Page 4): governance models under the Crown

    • Crown (Royal) colonies: governed directly by a royally-appointed governor.

    • Joint-Stock (Corporate/Charter): charter granted to a corporation; profit-driven; none left at the American Revolution.

    • Proprietary: a proprietor-owned colony with authority to plan government; often granted by the monarch; progressively more independent.

  • Background and Early Foundations (Pages 5–6)

    • 1565: Spanish established the first permanent settlement in present-day U.S. (St. Augustine, FL).

    • Spanish lead in western hemispheric colonization; English colonization in NA becomes a long-term project.

    • Roanoke (1587–1590): the Lost Colony; Sir Walter Raleigh’s royal grant suggested private investment alone was insufficient.

    • By the colonial era, the English empire slogan hinted at global reach: “The sun never sets on the British Empire.”

    • Colonial map cache: major colonial centers and fort sites anchored by date of settlement and key fortifications.

  • Virginia Company and Jamestown (Pages 7–12)

    • Founded 1606 as a Joint-Stock Company to establish profitable North American settlements; Jamestown (1607) was the first permanent English settlement in NA with 105 original settlers.

    • Early struggles in Jamestown: initial starvation, lack of farming discipline, leadership failures, and dependency on Powhatan food/supplies; by Jan 1608 only 38 remained from 105.

    • 1608 reforms under John Smith: organized work gangs, sanitation rules, and military discipline; famous rule: “He that will not work shall not eat.”

    • Starving Time (1609–1610): drought, Powhatan siege, and disease led to >400/500 deaths during winter; relief arrived in 1610 with provisions.

    • John Rolfe and Pocahontas (1614): marriage brought temporary peace; Rolfe introduced a sweeter tobacco strain (the so-called “Brown Gold”) which became Virginia’s cash crop and a driver of profitability for the colony.

    • Tobacco as cash crop: crucial to Virginia and Chesapeake/NC economies; tobacco cultivation required large labor forces and space.

    • Labor system evolution (Pages 12–13):

      • Indentured Servants: Europeans who agreed to a fixed term (~7 years) of labor in exchange for passage; upon freedom, received property and sometimes voting rights; each person generated a headright (50 acres) for the sponsor.

      • Indentured servitude expanded plantations in the South but created social inequality and conflicts as freed servants sought land (eventually leading to Bacon’s Rebellion).

      • African slaves: first arrived in 1619; by 1670 slavery had become a dominant labor system due to profitability and renewability of slave labor.

    • Bacon’s Rebellion (1676): Nathaniel Bacon mobilized disenfranchised settlers against Native tribes and attacked Jamestown; rebellion collapsed when Bacon died of dysentery.

    • Aftermath and social codes: alliance between disenfranchised free Blacks and poor whites led to Black Codes, designed to restrict rights of free and enslaved Africans and their descendants; by 1680, laws restricted firearms, large gatherings, and later expanded to restrict marriage, education, and self-defense.

    • Powhatan relations and 1622 Indian Massacre: after tobacco expansion, Powhatan Confederacy attacked English settlements; 347 English settlers killed, about 25% of the colonial population; the engraving/POV on the image questions who created it.

    • 1619 milestone: Virginia House of Burgesses established (elected legislative body); property-holding white men could vote for representatives.

    • 1624: VA Company charter revoked; Virginia became a Royal Colony with a royal governor, aligning governance with Crown policy.

    • Comparison with Spanish colonization (Page 19): Spanish sought wealth via mining and large labor forces, converting natives to Catholicism; English sought settlements aimed at expansion and resource extraction with natives as obstacles rather than labor pools.

  • Southern Colonies Overview (Pages 21–22)

    • Colonies: Virginia, Maryland, Carolinas, Georgia.

    • Economic pull: primarily economic gain; cash crops like tobacco, indigo, and rice developed later in South Carolina and Georgia.

    • Religion: Mostly Anglican; MD stands out as a Catholic haven in its early history.

    • Society: Large disparity in wealth; landowning aristocracy (a small elite) vs. rest of population; governance included House of Burgesses and Royal Governor after 1624.

    • Political/economic structure: early reliance on indentured servitude transitioning to slave labor; cash crops required large tracts of land and labor.

  • New England Beginnings and Religion (Pages 22–36)

    • Religious background: religious uniformity under Anglican rule in England; many Puritans and Separatists fled to New England seeking religious reform and purity.

    • Plymouth (1620): Mayflower voyage carried 102 passengers; not all had legal right to settle; Mayflower Compact established a foundation for majority rule and self-governance under local authority (William Bradford led Plymouth).

    • Plymouth and Massachusetts Bay Colony were early centers; 1621 Thanksgiving commemorates cooperation with Native peoples (Squantos aid).

    • Massachusetts Bay Colony (1630): Great Migration (pt. 1) brought roughly 15,000 settlers to Mass Bay in the 1630s, many as families; robust town-based political structures supported farming and commerce.

    • Winthrop’s City Upon a Hill: John Winthrop’s vision of a religious commonwealth where the community’s moral conduct reflects on the colony and God’s favor; community > individual.

    • The “New England Way”: church and state closely linked; broader political participation than Virginia due to town meetings; education emphasis to read the Bible; Puritan Congregationalism as a distinct church form.

    • Dissent and religious liberty in New England:

      • Roger Williams (Separatist minister): advocated complete separation of church and state and religious toleration; banished and founded Providence (1636) which later became part of Rhode Island; Rhode Island became the only New England colony to allow religious toleration.

      • Anne Hutchinson: challenged male authority, led home Bible studies; claimed she could see the elect; banished and founded Portsmouth (1638).

    • Rhode Island’s religious landscape: Providence and Portsmouth united as Rhode Island (1644); established full religious toleration for various groups including Catholics, Quakers, and Jews.

    • Rhode Island and Providence Plantations: the haven for dissenters; later expansions into Aquidneck Island and Newport (various towns shown on the map).

    • New England religious dissent and population management: Half-Wull Covenant (1662): allow baptism of children of baptized adults without conversion for church membership; still limited voting/communion rights; later fully integrated to maintain population and power.

    • Salem Witch Trials (1692): more than 130 accused; 103 tried in the first 70 years; anomalies of Puritan fear during royal transition in MA (royal colony) and regional anxieties with Native wars; link to weakness of Puritan unity under changing governance.

    • Native relations in New England: Pequot War (1636–1638) crushed CT Valley tribe; New England Confederation formed in 1640s (Plymouth, MA Bay, CT, New Haven) and Praying Towns established to convert/culturally assimilate Native populations.

    • King Philip’s War (Metacom’s War, 1675–1678): alliance of tribes led by Metacomet of the Wampanoag rose against English settlers; initially successful but ultimately crushed; heavy Native casualties and dispossession; marked the end of major Native resistance in New England.

  • Maryland, Restoration Colonies, and Carolina (Pages 46–50)

    • Maryland (1632): established as a proprietary colony by Lord Baltimore (Catholic noble); Act of Toleration (1649) granted religious freedom to all Trinitarian Christians; Protestant Revolt (1689–1692) led to repeal of the Act of Toleration and greater Protestant dominance; Maryland’s economy and society developed similar to VA but with more religious diversity than VA.

    • Name origin: Maryland named for Henrietta Maria, wife of Charles I.

    • Colonies founded during Restoration (1660–1685): Carolinas, New York, New Jersey, Delaware, Pennsylvania; many started as proprietary colonies.

    • Carolina Colony (1663): Charles II granted land to eight noble Proprietors; goals included empire expansion, defense against French/Spanish, economic gain; 1770 establishment of Charles Town; modelled after Barbados with plantation economy and slavery.

    • Fundamental Constitutions of Carolina (1669): original proposal included a social hierarchy with limited democracy; impractical; later versions granted more power to common settlers and included religious freedom; 1685 Huguenots (French Protestants) arrived; resulting in a diverse population.

    • Two Colonies (1712): split due to geographic and economic differences; North Carolina retained smaller farms and more subsistence agriculture; South Carolina relied on plantation economy with slave labor; main cash crop: rice (and also indigo later).

    • Critical thinking prompt: Social structure in VA vs. Carolina reveals the breakdown of manorial systems; Bacon’s Rebellion shows conflict around land and political power; compare NE and Southern structures; explore why differences existed.

  • Middle Colonies (Pages 52–66)

    • Origins: English focus shifted to Middle Colonies after initial emphasis on New England and the South; New Netherland (Dutch) and Swedes established presence before English conquest in 1664.

    • Population snapshot (1660): New Netherland ~ 5000, New France ~ 3000, Chesapeake ~ 25000, New England ~ 33000.

    • Reasons for settlement: religious toleration and economic opportunity; Dutch and Swedes contributed to diversity and pluralism.

    • Colonies: New York, New Jersey, Delaware, Pennsylvania; seized from the Dutch in 1664; majority settlers remained post-seizure; diverse religious and ethnic groups included Dutch, English, French Huguenots, Jews, Puritans, Quakers, Anglicans, enslaved Africans.

    • Society and politics: mixed class structure; less aristocratic than South; institutions tended toward representative government but with social stratification; religious tolerance fostered gradual pluralism.

    • Economy: staple crops (wheat, corn); family farms; timber and shipbuilding; fur trade; urban centers developed with thriving trade networks.

    • Native relations: allied with the Iroquois but conflicted with other tribes and the French over land and trade (Beaver Wars 1628–1701); Great Peace of Montreal (1701) temporarily eased tensions with the Iroquois.

    • Pennsylvania (1681): founded by William Penn as a Quaker haven; goals included religious freedom and commercial opportunity; Penn’s “Woods” concept and policy of land grants fostered a large, diverse population; 1682 population around 18,000 by 1700; mid-colonies featured genuine religious tolerance and ethnic pluralism; Philadelphia (City of Brotherly Love) became a major port on the Delaware River.

    • Quakers (Religious Society of Friends): core beliefs include the Inner Light guiding every person, no priesthood, direct individual relationship with God; values include pacifism, equality, and conscience freedom; Quaker meetings feature a leadership model without hierarchical clergy.

    • Quaker beliefs vs. Anglicans: Quaker meetings emphasize the Priesthood of All Believers; social activism vs. formal liturgy; image of equality and informal language (thee/thou), which could be offensive to others but symbolized egalitarianism.

    • Relations with Natives in PA: Penn’s Quaker policy prioritized peaceful relations and friendship with Native peoples; “Great Treaty” with Nat Ams and coexistence with Dutch and Swedes in the region.

    • PA economy: staple crops like wheat, corn, oats; Philadelphia emerged as a trading hub; exports included crops, timber, and furs; slavery existed but PA would later lead in abolition movements (Gradual Abolition Act of 1780).

  • Economic Overview and Mercantilism (Pages 73–75)

    • Economic overview by region:

      • New England: focus on trade, shipbuilding, and fishing.

      • Middle: staple crops (wheat, corn), family farms, trade; broader mixture of economic activities.

      • Southern (Chesapeake): cash crops (tobacco, rice, indigo in some regions); heavy reliance on enslaved labor; grain also produced.

    • Mercantilism: regulation of trade to enhance the power of the mother country; colonies serve as sources of raw materials and markets for manufactured goods.

    • Navigation Acts (1651): mandated that colonies trade only with Great Britain or other British colonies; aimed to ensure a favorable balance of trade for Britain; reduced colonial pricing autonomy and increased dependence on Britain.

    • Salutary neglect: a period during which enforcement of mercantilist restrictions was lax; colonists enjoyed broad autonomy and engaged in smuggling; helped lay groundwork for later revolutionary sentiments.

    • Central motifs: economic development tied to imperial policy; regional differences reflect varying degrees of legal autonomy, labor systems, and community structures.

  • Key Dates and Numbers (selected)

    • 1565: First permanent European settlement in present-day U.S. (St. Augustine, FL).

    • 1587–1590: Roanoke Lost Colony.

    • 1606: Virginia Company founded.

    • 1607: Jamestown established; 105 original settlers; early mortality high.

    • 1608: John Smith’s reforms; 38 of 105 remained after the initial winter.

    • 1609–1610: Starving Time; >400 of 500 died.

    • 1612–1613: Tobacco cultivation expands; Rolfe’s strain gains popularity.

    • 1614: Pocahontas marriage; peace is fostered.

    • 1619: First Africans arrive; Virginia House of Burgesses established; first “headrights” system later; population growth accelerates.

    • 1622: Indian Massacre; about 347 English settlers killed (about 25% of the English population in VA).

    • 1624: VA charter revoked; Virginia becomes Royal Colony.

    • 1630s: Great Migration to Massachusetts Bay; ~\text{15,000} settlers.

    • 1636–1665: Rhode Island founded by dissenters (Williams and Hutchinson influence).

    • 1649: Act of Toleration in Maryland.

    • 1663: Carolina grant; 8 Proprietors given control.

    • 1664: New York and New Jersey seized from the Dutch; DE and PA later solidified.

    • 1681–1682: Pennsylvania founded; 18,000 inhabitants by 1700.

    • 1689–1692: Protestant Revolution in Maryland; shifts political power toward Protestants.

    • 1701: Great Peace of Montreal.

    • 1732: Georgia founded as a buffer colony and debtor relief; indigo and rice as later crops.

    • 1700: Population of New England ≈ 33{,}000; Chesapeake ≈ 25{,}000; New Netherland ≈ 5{,}000; New France ≈ 3{,}000.

    • 1750: Colonial population ≈ 1{,}250{,}000; >90% in rural areas; enslaved population ≈ 200{,}000 by 1750.

  • Connections and Implications

    • Religion and governance intertwine in New England (town meetings, Congregational church influence on public life) but diverge in Middle and Southern colonies where representative assemblies and proprietary governance vary.

    • Slavery expands from early presence (1619) to a dominant labor system by the late 17th century, shaping social hierarchy and economic structure, especially in the South.

    • Native relations swing from cooperation and trade to conflict as settlements expand; major conflicts include Pequot War and King Philip’s War in New England, and Beaver Wars in the Middle Colonies.

    • The Navigation Acts and mercantilist framework shape colonial economies and political tensions with Britain, with the later era of Salutary Neglect contributing to revolutionary sentiment.

    • The diversity of the Middle Colonies (ethnic, religious, and linguistic) fosters a comparatively pluralistic society; Pennsylvania’s policy of religious toleration contrasts with more homogenous New England.

  • Quick Connections to Foundational Principles

    • Puritan and Separatist religious ideals influenced social organization, education, and governance in New England.

    • Concept of “city upon a hill” (Winthrop) reflects a religiously driven civic ideal influencing colonial self-perception and leadership.

    • Economic systems in the colonies illustrate early capitalism, labor systems, and the regional specialization that would define early American economy.

  • Examples and Metaphors from the Text

    • Mayflower Compact as an early covenant-based approach to self-government and majority rule.

    • “Brown Gold” tobacco as a powerful economic metaphor for the Virginia tobacco economy and its labor demands.

    • The “half-way covenant” as a pragmatic compromise to sustain church membership in a growing population.

    • The City Upon a Hill as a metaphor for American exceptionalism tied to Puritan communal ideals.

  • Formulas, Equations, and Quantitative References (LaTeX)

    • Population and labor references:

      • 33{,}000 (New England population in 1660) vs. 25{,}000 (Chesapeake) vs. 5{,}000 (New Netherland) vs. 3{,}000 (New France).

      • By 1700: total colonial population ≈ 250{,}000 -> 1{,}250{,}000 by 1750.

      • Enslaved population in 1750 ≈ 200{,}000.

    • Land and grants:

      • Headright grants: 50 acres per person.

    • Time ranges to anchor events:

      • King Philip’s War: 1675{–}1678.

      • Beaver Wars: 1628{–}1701.

      • Great Migration: 1630s (Massachusetts Bay).

  • Connections to Real-World Relevance and Ethics

    • The evolution of labor systems (indentured servitude to slavery) raises enduring ethical questions about labor, rights, and race in American history.

    • The concept of religious liberty evolves from exclusionary practices (Salem trials, half-way covenant) to broader religious tolerance (Rhode Island, Pennsylvania); this trajectory informs contemporary debates about church-state relations and pluralism.

    • The mercantilist framework and later laissez-faire shifts foreshadow tensions between autonomy and imperial control that culminated in the American Revolution.

    • The varied colonial experiences illustrate how geography, religion, economy, and Native relations shape divergent paths to American identity.

Summary Takeaways:
- The colonies were not monolithic; they developed distinct regional systems shaped by religion, economics, and governance.
- The transition from indentured servitude to slave labor transformed social, political, and economic structures, especially in the South.
- Religious ideals profoundly influenced political structures in New England, while economic motives dominated in the South and diverse Middle colonies created different social dynamics.
- Mercantilism and British policy created a framework in which colonial economies were integrated into a broader imperial system, setting the stage for future conflict and cooperation with Britain.