I - Introduction 
I am fascinated by the methodology of history. I am 
assuming that everyone here today has, at some time anyway, asked himself: ‘How 
does one do historical research properly?’ So allow me begin by offering a few 
preliminary considerations.  
Firstly, I want to draw your 
attention to what may appear to be an unusual verb-form in my sub-title: ‘the 
doing of Masonic historical research’. I have used this word 
deliberately. Being engaged in Masonic historiography—pre-occupied with it and 
even obsessed with it (as some of us are)—is a purposive activity: one which 
entails intention, choices, eliminations, accumulations and assessments. It is 
hardly ever casual. I hope that the reasons for my choice of this active 
verb-form will have become clear by the time I end my offering to you today. 
Secondly, speculative Freemasons, right from the founding 
of the premier Grand Lodge in London in 1717, have been obsessed with compiling 
various types of Masonic history. They have wanted to know, and to be assured 
of, their origins.  
John Hamill has sketched out the progress of English 
Masonic historiography through to the nineteenth century, following on from the 
pioneering excesses of James Anderson and William Preston and ending up with the 
‘authentic school’. But if we have thankfully altered/improved our approaches to 
Masonic historiography since Anderson’s day, the question still remains as to 
what kind of history writing we are involved in and I do not think that much 
consideration has been given by English Masonic scholars to the general nature 
of Masonic research. 
It is my intention, therefore, 
to offer a tentative theoretical and I hope a useful model for what we might do 
when engaged in Masonic historical research. And I propose to illustrate the 
potential usefulness of this model by referring to an event which happened in 
England in 1915 to a particular member of the English Craft.  
But before I do that, let me 
offer a third preliminary thought: that there is a broad spectrum of English 
historiography. At one end of this spectrum we could find, say, 
John E E Dalberg-Acton, better known as Lord Acton (1834–1902), the founding 
editor of the first version of the 12-volume Cambridge Modern History. 
Though not a Freemason, Acton was a good example of the so-called ‘authentic 
school’ of historians. He was Regius Professor of History at Cambridge 
University. He was never a prolific author. Nevertheless, the copious marginalia 
in every book in his vast library betray the range of his thinking and, more 
importantly for my present purposes, his general approach to writing history. In 
writing his initial report for the whole project and outlining the general 
principles he wished contributors to adhere to, he asserted his firm belief—and 
that of many other of his contemporary colleagues then—in ‘absolute history’.
 
Acton was also a proponent of 
Leopold von Ranke’s notion of ‘universal history’ and his general approach can 
be seen as a kind of Whig adherence to the idea of history writing being a 
steady progression from inferior to superior insights in which events could 
properly be conceived of as being sequentially linked phenomena. Thus the 
12-volume Cambridge Modern History, which was Acton’s final 
contribution to the development of English historiography, can be seen as one of 
the last late-Victorian attempts of the encyclopaedist ambition to compile a 
total description. Hence, he could write optimistically in the project’s 
prospectus thus: 
"[Our] Waterloo must be one that satisfies French and 
English, German and Dutch alike; [so] that no body can tell, without examining 
the list of authors, where the Bishop of Oxford laid down his pen and where 
Fairbairn or Gasquet, Libermann or Harrison took it up."  
So the ‘authentic school’ believed that if one continued 
one’s researching long enough, thoroughly enough and widely enough, one would 
produce purely objective history, that could not—and indeed would not—be 
questioned by others. The writing would be objective, impartial, calm, elevated, 
moving authoritatively from topic to topic in stately progress. Such a blatantly 
confident approach is still used by many English-speaking Masonic researchers 
and their work may be properly regarded as being under-pinned by a late 
nineteenth-century Victorian imperialism. 
At the other end of this 
spectrum one might find someone such as Edward H Carr (1892–1982), the 
distinguished Cambridge historian of Soviet Russia who was active nearly sixty 
years after Acton. Carr never held a professorial Chair but in 1961–2 he was 
invited by the university to deliver the prestigious G M Trevelyan Lectures. 
Ironically, I guess, they had been established as a living memorial to the life 
and work of Trevelyan, another representative of the ‘absolute history’ school. 
I say ‘ironically’ because Carr’s lectures, enshrined afterwards in a slim book 
entitled What is History?—still in print and selling well—questioned 
devastatingly the whole rationale of the ‘absolute school’.  
Carr espoused a relativist 
approach to historiography and saw history as ‘a continuous process of 
interaction between the historian [as observer/interpreter] and his facts, an 
unending dialogue between the present and the past’. In other words, historians 
were interrogators of the documentary and other materials with which they worked 
and they re-invented ‘history’ each in his own generation. While the historian 
is and must remain objective in his rise above the limitations of his own 
situation in society, for Carr and his followers total objectivity is an 
impossibility. Hence he could write rather cynically: 
The belief in a hard core of historical facts existing 
objectively and independently of the interpretation of the historian is a 
preposterous fallacy … one that it is very hard to eradicate. 
Such a very different approach from Acton’s intellectual 
certainties of the late nineteenth century needs some explanation perhaps. Carr 
was working in a very different moral and intellectual climate. Two World Wars 
and the insidious Cold War, then approaching its fiercest configuration, had 
engendered in a whole generation the relativism which still characterizes much 
of the present thinking in academe.  
Now the model which I am proposing to you today lies 
somewhere—I hope comfortably—between these two ends of the spectrum. 
  
II - The proposed model 
I would like you to imagine 
that you are standing at the edge of a quiet pool of water, a stone in your 
hand. You throw it into the water. There is an initial splash, and you’re you 
watch the ever-expanding ripples circulating out from that impact. It’s the sort 
of thing we have all done when we were small boys. That’s the dynamic image of 
doing Masonic history; it’s an image which is not static; it’s an image of 
ever-widening concentric circles. 
Now I am aware that this image 
of playful childhood has its obvious theoretical limitations. For one thing, the 
motion of the ripples on the surface of the pool would be vertical—not linear, 
as I have implied. Secondly, unlike the surface of the water which will 
eventually return to its previous tranquillity, providing that no more stones 
are thrown in, there will be a Heisenberg effect brought about by the mere 
presence and activity of the observer. History will never be the same once a 
historian has done his work.  
That said, what I am proposing is a model which has a 
three-fold nature. There is the narrowest circle: the initial impact, as it 
were. Surrounding that, or rather subsuming that, is a wider circle. Surrounding 
that second circle, or again subsuming it, is the third and widest circle. I 
shall label the first circle that of First Order questions; the wider circle 
around it, that of Second Order questions; and the widest circle surrounding 
both, that of Third Order questions.  
Let me assign more 
appropriate, more accurate descriptors. The first circle is that of restricted
Narrative questions, the second, that of wider Contextual 
questions and the third, that of broader Philosophical questions. The 
First Order, or Narrative, questions are the easiest to formulate and the 
easiest to answer. They are subsumed within the Second Order, or Contextual, 
questions which are more difficult to formulate and are a lot more difficult to 
answer satisfactorily. They in turn are subsumed within the most problematic and 
searching questions, the broad, Philosophical ones, that could eventually prove 
to be almost impossible for the researcher to answer definitively. 
Let me to explain about the 
First Order, or Narrative, questions. These could help the researcher to 
establish a narrative, or chronological sequence. For example: who was involved; 
his/their age(s); their circumstances; where; when; what happened first, second, 
next and finally?  
These questions could be 
centred on a particular individual Freemason, or a particular lodge, or a 
special Masonic event, or even a particular Masonic artefact. This is a 
perfectly legitimate approach to ‘doing’ Masonic research, but the history that 
it produces is somewhat restricted and of little general value.  
The Second Order, or 
Contextual, questions would be intended to generate—as far as time, facilities 
and other circumstances allow—a 360-degree panorama of the subject(s) which 
was/were focus/foci of the First Order questions. So one would become involved 
in providing answers to such questions as what happened elsewhere that was 
similar or different; how do these other phenomena compare and contrast with the 
original subject of the investigation; how can the similarities or differences 
be accounted for. 
The Third Order, or 
Philosophical, questions would be aimed at providing a wider, ideational 
context. They could raise much broader intellectual issues such as what place 
the original event, and any similar or contrasting phenomena, may have had in 
the general culture obtaining at the time. 
So let me give you an example 
of the kind of rather limited history that has been produced over several 
generations by simply using the First Order questions approach. Some years ago I 
started to investigate the lodges’ annual torch-lit eighteenth-century public 
parades at night in December in the streets of towns and villages with the 
Freemasons wearing their regalia—much to the amusement and perhaps interest of 
the non-Masonic spectators who, by all accounts, would applaud and even cheer. 
My first sources of information were almost entirely secondary ones: the various 
published lodges’ histories that had been diligently compiled probably by the 
lodges’ Secretaries, often to mark centenaries or bi-centenaries of the lodges.
 
These proved to be invaluable 
starting points because they usually drew on original primary source materials 
(for example, the lodge Minute Books, the Treasurers’ account books and 
successive sets of by-laws) that had either disappeared, or had been lost, or 
could not be made available to anyone outside the lodge. Sometimes they also 
included quotations from contemporary non- Masonic descriptions of the 
processions: for example, in newspapers that had long since ceased publication 
and so were also unavailable. I have got to say that the published paper, still 
available on enquiry, was not restricted to such a non-contextual approach!
 
But however useful as starting 
points they may be for the novice, the old lodge histories are nearly always far 
too self-referential. It is almost as if, for their authors—and presumably for 
their readers who were often the majority of the subscribers—nothing much else 
outside the actual activities of the lodge had ever happened. The resulting 
‘history’ often amounted to nothing more than self-indulgent navel-gazing. 
Or again, take another way of using the model. Suppose 
that one wanted to write about a particular medieval religious building on which 
it is known that operative stonemasons had worked. There are many such sites 
still left in England. Of course, one could limit one’s inquiries to the First 
Order type of question and so a full description of the site could be produced 
with illustrations such as photographs and architectural line drawings etc.
 
But if one then started to 
examine, say, the masons’ marks which might proliferate throughout the building 
and compared similar examples from elsewhere, one might discover what other 
buildings the particular workmen had been employed on. By ascertaining that, one 
could then work out how far the medieval operative stonemasons had been prepared 
to travel around gaining employment on other sites as journeymen; how long they 
had been in those sites; how much variation there had been in their daily wages 
during those periods etc. In other words, one would be contextualising the 
particular site and so be occupied in building up a more general and a more 
interesting picture of the life of these workmen who had created it, whom some 
Freemasons would claim were our ancestors. 
Or take yet another example of 
how the model could be applied. Suppose that one wanted to write about a very 
old and spectacular Masonic chair. One could give a reasonable account of it 
merely using First Order questions. What is it? How old is it? What are the 
design features? Who was the maker? How much did he charge for the manufacture? 
What uses had it been put to? What is its general physical condition and state 
of preservation etc.?  
One could extend this by using 
Second Order, or Contextual questions. Are there any similar pieces elsewhere? 
Who made them? Were the designers and cabinet makers Freemasons and which 
lodge(s) did they belong to? Where are the pieces located? Are there any 
variations in the amounts which were charged for each comparable piece, perhaps 
as the manufacturers became more famous or became more in demand? Are there any 
differences in the present physical conditions and how can these differences be 
explained?  
However, one could extend the 
contextual account even further by using Third Order, or ‘philosophical’, 
questions. What effect, if any, did the increasing use of specially designed 
Masonic furniture have on the development of the rituals in the lodges—they 
having acquired their own premises rather than continuing to use the upper rooms 
of taverns, as most lodges had done in the earliest decades of the eighteenth 
century?  
How does the design of such 
furniture compare with what was being manufactured for the huge country houses 
(that is, for non- Masonic premises) in those days?  
What does the use of such 
‘thrones’ say about the evolving status of the presiding Masters, who in former 
times had simply been elected and immediately proceeded to preside over the 
activities without any further ceremony being used?  
Should one continue to use 
such ancient Masonic furniture in lodge today and so risk damaging it? Or, 
should it rather be set aside and carefully preserved as a museum artefact and 
so perhaps risk spoiling the members’ awareness of their lodge’s continuity. 
  
III - Enter Bro Gustav Petrie 
Gustav Petrie, a small 
Austrian man of gentle and engaging disposition, was personally of no real 
social or Masonic consequence. It is, therefore, not very surprising that no 
photograph of him is known to exist. Consequently, though his story can be made 
out (I believe) to be of some significance, we cannot even know now what he 
looked like.  
Gustav was born in 1866 and, 
being employed in his native country in some form of managerial capacity in the 
coal trade, he came in early 1904 to the north of England and settled in the 
busy port of Sunderland where most of the sea traffic was wholly pre-occupied 
with the ever-expanding and very profitable coal export business. He took 
employment with the one of the prominent local mine owners as a coal exporter 
and so was in charge of the loading of the many ships that plied their trade out 
of the harbour southwards to London and northwards to Edinburgh and Aberdeen. As 
far as is known, he did not marry.  
It was his commercial 
connection with the coal trade that led Gustav quickly into Freemasonry. Both 
his proposer and seconder were in the same business and were members of the 
famous old Phoenix Lodge (now No 94). It had started sometime in the very early 
eighteenth century and by 1784 had built and occupied its own purpose-built 
premises near the river Wear, which it still uses today. He was well-liked and 
presumably hard-working and soon found entry into membership of the popular 
lodge. He was initiated on 3 January 1905, aged 39; passed as a Fellow of Craft 
at an emergency meeting held on 28 March that year and subsequently raised as a 
Master Mason on 17 May 1905. They did not waste time, those Phoenix Lodge 
Masons, in those days.  
Gustav was not ambitious 
Masonically and seemed to have preferred simply to wait on his brethren at table 
while they dined after the ceremonies. That particular office enabled him to be 
become quickly known by every member of the lodge and their many visitors. He 
was popular, and so it is not surprising to discover that towards the end of 
1906 he was invited by some prominent members of the lodge to become one of the 
founders of a new, ‘daughter’ lodge that had been proposed and was in 
preparation.  
The membership of the Phoenix 
Lodge was over 200 and that meant younger Masons would have to wait a long time 
before they could be considered for election as Master. Founding a new lodge, to 
meet in the same building but on different nights, was the answer. That lodge 
still exists, Thornhill Lodge No 3216. Photographs of most of the Founders can 
be found in the archives of the Phoenix Lodge but Gustav seems modestly to have 
escaped the camera. 
As in his ‘mother’ lodge, 
Gustav assumed modest offices and seemed willing to just wait on the tables as 
before, though sometimes he was appointed to act as an Assistant Secretary. His 
competency in the ritual was such that on several occasions he was appointed to 
act as the Senior Warden of his new lodge. His obvious willingness to be of 
service meant that he continued to be very popular and the surviving lodge 
records show him to be frequently a ‘stand-in’ for absentee officers. 
As with nearly all new lodges, 
there did not seem to be any shortage of candidates for initiation, at least in 
the early days, and Thornhill Lodge began to grow rapidly. There were evenings 
when multiple degree ceremonies were worked. The average attendance of members 
and visitors (usually from seven local lodges) at every meeting in the first ten 
years was thirty-seven brethren. In the period 1907–17 there were 112 
initiations into membership of the lodge, the average number each year being 
ten. And they were mostly young men who lived locally. Their average age was 
thirty-three years. Of these initiates, 38% had some sort of connection with 
employment at sea. Everything seemed to be progressing very satisfactorily until 
the end of June 1914, when the First World War broke out.  
On 16 August 1914, when 
political affairs in Europe were desperate, Henry de Vere Vane (1854–1918), 
ninth Lord Barnard, the Provincial Grand Master, wrote an extraordinary circular 
letter addressed to all of the sixty-four lodges in his Province but without 
taking advice from anyone elsewhere, even from his Deputy ‘upon whom he usually 
relied in such things’. In this action he was to pre-empt an edict that was to 
be issued by the United Grand Lodge of England in June 1915.  
Barnard reminded his brethren 
of the wording in the First Degree Charge, ‘that Nature has implanted in the 
bosom of every man a sacred and indissoluble attachment to the country from 
which he derives his birth’ and he reminded them of ‘the unwavering 
allegiance due to the sovereign of their native land’. Besides, he 
continued, ‘patriotism that involves no personal sacrifice is a useless sort 
of virtue’. In his opinion one of the first duties of every Freemason was an 
absolute loyalty to his country. 
"For over one hundred years, with the exception of wars 
that were at such a distance from us as to cause us no serious alarm, we have 
never been in any real danger of having an enemy on our shores … the virtue of 
Patriotism – that is to say of preparedness to undertake sacrifices for the 
prosperity and welfare of the country … has become a living thing … but no 
amount of flag-waving and shouting, and protesting our loyalty will avail us 
against the foe … " 
And, therefore, to ensure that 
English brethren were not disturbed by the continuing presence in lodges of 
foreign brethren whose loyalty to the British allies’ cause could, of course, 
not be guaranteed, it would be better that any German, Austrian, Hungarian, 
Italian and Turkish members should return to their own countries immediately. In 
other words, he wanted all enemy foreign Masons out of his Province even if they 
were fully paid-up members of any of the sixty-four lodges there.  
One can understand perhaps why 
Barnard may have adopted this attitude. His eldest son and heir, the Hon Henry C 
Vane, was a serving British officer in France, and he was to die of wounds 
received there in November 1917. 
Gustav Petrie, ever the 
obedient Mason, resigned from the Thornhill Lodge in November 1914 and returned 
to his ‘native land’. The lodge Secretary noted in the Minute Book that his 
resignation ‘was received with much regret at the circumstances which had 
caused him to take such action’. The members of the lodge felt that ‘an 
expression of their appreciation for his valued services in the various offices 
which he had so ably filled should be recorded’.  
And so one of the Founders of 
this lodge was told to go away; that his presence, because of his foreign 
nationality, was deemed—by the highest Masonic authority in that part of 
northern England—to be no longer welcome. 
  
IV - Applying the model to the case of Bro Gustav 
Petrie 
Now my suggested model can be 
applied to the case of Gustav Petrie. However, I must admit that I have  
not actually answered these questions and, like most teachers, I simply 
know some of the questions and entertain the hope that my listeners will start 
to find the answers.  
In others words, I hope that you find an interesting 
subject (if you have not done so already) and perhaps start to use this model in 
order to see if it helps when applied to your own Masonic circumstances. 
 
First Order considerations 
So, at the First Order, or Narrative, level one could set 
out, in as much relevant biographical detail as possible, the facts of what 
happened. I have not given you today all of the background information about 
this man but I have no doubt that you will know the kinds of detail about him 
and what happened to Gustav that would be interesting. What are his dates? Where 
was he born? What were his family were like? What was his employment record both 
in Austria and in England? What were his home circumstances while living in 
Sunderland? What was his income from the flourishing coal trade there? What were 
the various minor offices he held in the lodge which he helped to found? What 
sort of character did he have as noted, for instance, by any of his Masonic and 
non-Masonic associates in any correspondence that has survived? And so on. Who 
knows: even a portrait photograph of him may be found one day in a neglected, 
dusty cupboard somewhere.  
Gustav’s story is not long or complicated and assembling 
this data, in response to First Order questions, would not take too much time or 
trouble. The chronological account could use primary source materials which are 
still freely available: such as the Lodge’s relevant Minute Book, the 
Treasurer’s Account Book for the period; the menus which Gustav served while 
waiting upon his brethren at table; pictures of the Lodge room and the adjoining 
dining room and of the ships in the nearby harbour with which he was associated 
professionally. Copies of Barnard’s circular letter to his lodges still survive, 
as do a few other relevant records about him in the archives based in the 
Provincial Secretary’s offices. 
Second Order considerations 
First Order, or Narrative, 
questions would produce a basic biographical and/or chronological account. But 
it would be hardly very interesting. Second Order, or Contextual, questions—if 
applied systematically—would help to ensure that Gustav Petrie becomes someone 
rather more important, and in order to generate a 360-degree panorama of what 
happened to Gustav in 1914 one could begin by asking question such as these: 
- What, if anything, happened 
to German- or Austrian-born brethren in any of the other lodges in the same 
area, and in other parts of England, and even in other English-speaking 
countries such as Australia, Canada, New Zealand and South Africa, where there 
were UGLE lodges? 
- If anything comparable did happen, how many such 
brethren were involved? 
- What reaction(s) transpired among the brethren in their 
various lodges? 
- What happened to lodges in England where there were 
perhaps several or even many foreign members, especially where they held offices 
at the time of the out break of World War I? 
- The famous Pilgrim Lodge, now No 238 and founded in 
1779, which meets in Freemasons’ Hall in London and which works its 
Schroeder-type rituals in German, closed down voluntarily throughout the First 
World War. Did that happen to any other UGLE lodges? 
- Did lodges in ‘enemy’ countries treat English-born 
Freemasons, who happened to be working in Germany, etc, and who were fully paid 
up members of lodges there, in the same hostile way? If so, how many such 
Freemasons were involved? What did they do? Did they repatriate? 
- This incident involving Bro Gustav seems xenophobic; how 
did it relate to the general climate of rampant xenophobia then prevailing in 
most English-speaking countries—a climate that was fostered constantly in 
Britain by newspapers, on posters, in some popular novels and in adventure films 
shown in the cinemas up and down the land? 
- How did Barnard’s circular letter compare with what was 
decided by UGLE in that extraordinary Communication which it held in the Café 
Royal in June 1915? 
- Did other English Provincial GMs, and District GMs 
overseas, anticipate that Grand Lodge decision in quite the same way? Did they 
try to explain their decisions in similar circular letters? 
- What, if anything, happened in lodges where there were 
brethren who were German-born, Italian-born or Japanese-born nationals during 
World War II?  
- Was the reaction by Masonic authorities to the presence 
and membership of any enemy nationals in UGLE lodges different in the Second 
World War period? What happened to, say, Japanese-born nationals who happened to 
be resident in the USA and who were members of American lodges at the outbreak 
of World War II? How did their American brethren treat them?  
The Grand Lodge debate: June 1915 
A significant part of 
providing the panoramic context would be to be to discover and then set out what 
the Grand Lodge in London did in laying down a general policy and the consequent 
procedures to be adopted.  
The crucial meeting was the 
Grand Lodge Communication held in June 1915, by which time the War had been 
proceeding into horror for more than nine months and the numbers of casualties 
had begun to mount. By then the original patriotic optimism at the outbreak of 
hostilities that ‘it would all be over by Christmas’ had already proved to have 
been too much of a misdirected fantasy because comprehensive newspaper accounts 
of the unanticipated set-backs started to reach the anxious relatives of allied 
service personnel waiting at home. 
The debate in the Grand Lodge 
was itself extraordinary both in its timing and conduct. It started in the 
famous Café Royal in the afternoon of 15 June at 4 pm 
and lasted until after 10 pm that 
night. Many brethren wanted to speak, and tempers were raised. The Assistant 
Grand Master, presiding as Grand Master pro tem, had to gavel no less 
than five times and to reprimand with increasing impatience the vexatious 
members who raised their voices and kept interrupting each other and, in the 
heat of the moment, forgot the usual, sedate debating procedures that normally 
characterize Grand Lodge proceedings. Eventually he had to command them to 
‘respect the Chair’. 
The matter which exercised the 
brethren on that summer’s afternoon and evening was what should or could they do 
about German nationals. The Grand Secretary had been receiving many inquiries 
from individual lodges about what they ought to do when foreign ‘enemy’ members 
were in their lodges. It was not just a simple matter of such men continuing to 
hold their memberships and so possibly continuing to attend the meetings. The 
following were the sorts of questions that were troubling them and which were 
voiced from among the assembled brethren. 
- What should lodges do if they had a member who was from an 
enemy nation and, though he went back to his native country to fight on the 
opposing side in the war, he continued to pay his annual subscriptions? Was he 
to be regarded as a ‘normal’ member of the lodge? Indeed, could the lodge 
continue to be regarded by the other members and by him as ‘his’ lodge? 
- If he were to be absent from the meetings—for obvious 
reasons—could he be regarded as having ceased his membership, at least until the 
anticipated eventual end of the then current hostilities? After all, most 
Englishmen at that early stage in the war were under no doubt that they would 
win and that Germany and her allies would be defeated. 
- Suppose such a brother were to be wounded, could his 
English-born wife (and children if any) make a claim in the usual way for UGLE 
charity? 
- Indeed, could he make a claim for UGLE charity if he were 
invalided out of his national service but continued to live in his native land? 
What would happen if he were killed in action? Could his widow, perhaps 
English-born, claim relief for herself and their dependent children, especially 
if they continued to reside in England?  
[Such delicate financial 
concerns were important since those charitable funds had been accumulated from 
regular annual donations collected by the lodges from the ‘normal’ members.] 
- What would happen if, after the cessation of hostilities 
and everything got back to normality and lodges began working as usual, 
German-born nationals were to start re-attending their English lodges to which 
they had (somehow) continued to pay their annual subscriptions? Could they, in 
such circumstances, claim their original places in the line of office bearers in 
succession towards the Chair—as had obtained at the start of the war—as though 
they had merely been away ‘working’ abroad like many other foreign-born brethren 
had done in the past?  
- Suppose such a foreign-born national were to attend his 
lodge and present on that occasion there was an English-born gentleman who was 
on active service but home on leave. How could they both sit in the same lodge 
room? Why should the latter be obliged to sit alongside someone from an enemy 
nation, especially as he had been only a few days previously fighting against 
men of that enemy nation? What if the English-born brother had been wounded in 
the conflict? Should he be expected to sit in his lodge alongside (aged) male 
relatives of a younger foreign national who had returned to his native land to 
fight on the enemy side while they had continued to live and work and pay their 
taxes in England and also attend their lodges? 
- What should happen should such a wounded English brother, 
recovering from his wounds in England, managed to attend his lodge proudly 
dressed in his uniform (as many brethren had started to do) and there found a 
brother, a German soldier (though not in uniform) who was a subscribing member 
of that same lodge or perhaps a subscribing member of a visiting lodge who had 
been fighting on the opposing side?  
  
Tempers 
were raised and at one stage someone yelled across the floor in attempting to 
set out his English case for not regarding such enemy members as legitimate 
brethren: ‘After all, are we here not all loyal Englishmen first?’ An 
interesting and revealing repost was immediately yelled back at him from several 
quarters: ‘No! We are all here in this Grand Lodge first as Freemasons and not 
as Englishmen!’ 
These sorts of question were 
not theoretical but were voiced by lodges’ Secretaries seeking practical advice 
and ‘solutions’ if possible and if such cases were to arise.  
The Board of General Purposes 
decided, following the advice of the then Grand Secretary, that it was no use 
him just issuing advice to individual lodges on an ad hoc basis. Some 
order or systematically determined policy would have to be introduced. After 
all, as one of the brethren present opined: in 1915 it was German nationals and 
their like who were under consideration because of their vicious prosecution of 
a disastrous war against England and her allies, but only a few decades 
previously—at the start of the nineteenth century during the Napoleonic wars—it 
would have been the French who were England’s enemies and the Germans and 
German-speaking nations who were England’s allies. 
The case of Bro Benedict 
Arnold during the American Revolutionary War against Britain in the eighteenth 
century was cited by one brother by way of explanation. Arnold had been properly 
been regarded by the American Patriots as a notorious traitor to their cause and 
he merited whatever punishment the law, as it was then manifested in the new 
state, could devise. But he was not expelled from the Craft by his 
American brethren, since he had not been tried and found guilty of any 
Masonic crime. Yes, his actions in support of the British cause were 
properly regarded by them as constituting civic treason but, strictly speaking, 
he had not violated their Masonic constitutions. 
According to the opinion which 
prevailed in the United Grand Lodge of England on that day in June 1915, as 
shown in the voting numbers, the same circumstances applied. These unfortunate 
foreign nationals—if they continued to pay their annual subscriptions and these 
subscriptions continued to be accepted by their lodges and they were not 
convicted of any Masonic ‘crime’—must be entitled to consider themselves and 
be considered by others in the English Craft as legitimate members of lodges 
under the UGLE. 
The most that the Grand Lodge 
could do was to recommend to such brethren—indeed to urge them—that they cease 
to attend their lodges for the time being (that is, until current 
hostilities eventually ceased) so that the sensibilities of other, English-born 
members who were attending were not violated by their continuing presence. In 
other words that they should stop attending temporarily so that they could not 
be accused of disturbing the love, peace and harmony of the particular 
lodge—‘which should at all times characterize Freemasonry’—simply by being 
present. If they were to continue to attend, as they were perfectly entitled to 
do according to Masonic jurisprudence, then subsequently they could possibly lay 
themselves open to a Masonic charge of deliberately disturbing the lodge. In 
such circumstances an appropriate Masonic charge could be brought against them 
under existing rules in the Book of Constitutions and, if convicted on 
that charge and somehow continued to claim that they could attend, they could be 
expelled from the Craft.  
The legal problem was 
explained at length by the Grand Secretary. If such foreign-born nationals 
continued to pay their annual subscriptions, the lodges had to continue to 
receive those subscriptions because at the time of paying they were still 
Freemasons under the English constitution and by paying they were obeying the 
lodges’ requirements as set out in their by-laws. Hence, if such subscriptions 
were paid, and those foreign-born brethren were not in arrears, they had to be 
regarded as members until such time as they, for whatever reason(s), ceased to 
pay.  
For instance, they could be regarded under the lodges’ 
by-laws as meriting exclusion by those lodges if they simply ceased to pay on 
their own volition and became ‘in arrears’. In such circumstances, they would 
cease to be regarded as fully-paid members of their English lodges. They could 
be proceeded against by the individual lodges according to procedures set out in 
their by-laws and if, on proper inquiry, they were to be found not to have been 
in ‘good standing’, they could not continue to be entitled to attend those 
English lodges. 
The Grand Lodge, having 
deliberated and set out the broad policy to be adopted, was it actually adopted? 
What evidence in lodges’ Minute Books signals that it was either obeyed or 
ignored? 
A few Third Order considerations 
These are just a few of the 
initial Second Order possibilities. And answering these more general Second 
Order, or Contextual, questions would take a lot longer than answering the First 
Order type. After all, the primary sources may well be scattered geographically. 
That would necessitate some travel and expense. They may be in varying and 
depleted physical conditions that would make transcription difficult and 
time-consuming. They could be written or printed in foreign languages and so 
translations could have to be made. Compiling large amounts of statistical data 
could involve devising suitable charts, graphs and tables to display the 
evidence succinctly, and could even entail the use of various methods of 
statistical analysis. The sheer amount of the assembled data could necessitate 
the co-operation of a co-researcher or two. And that possibility itself would 
open up a whole different and interesting development in the conducting of the 
Masonic research project because usually it would be a solo, or solitary, 
pre-occupation. 
But what of the wider Third 
Order, or ‘Philosophical’, questions which subsume the two previous ones? How 
could one relate this particular to more general cultural considerations? 
I believe that the case of Bro 
Petrie raises some important Masonic considerations. I shall illustrate this 
possibility by mentioning just two. 
For instance, how far and in 
precisely what ways is membership of the Craft compatible with—to use Lord 
Barnard’s phrase—‘absolute loyalty’ to the state? That question may not arise in 
circumstances where the legitimate civil authority does not persecute the Craft 
and indeed encourages it. For instance in England and Scotland, from the 
Hanoverian era onwards, leading aristocrats, politicians, ecclesiastics and even 
members of the Royal Family, have been prominent and active members of the 
Craft, while in the USA, from the days of George Washington onwards, leading 
politicians and other notable personalities have sought and enjoyed membership 
of the Craft there.  
In most English-speaking 
countries the Craft has enjoyed the ‘protection’ of the established state. One 
can understand why this might have become so in Britain since the early decades 
of the eighteenth century. The Hanoverian dynasty were not all that secure in 
their tenure of the throne (for example, with the Jacobite incursions into 
England in 1715 and 1745) and it is not surprising that six sons of King George 
III were encouraged to became prominent members of the Craft. That association 
of the Craft with the highest levels of British society has continued. The Craft 
is woven into the very fabric of the British establishment. It is a fairly happy 
association that has evolved and one which seems to work. 
But what happens where the 
established state persecutes the Craft (for example, in France under the Terror 
during the Revolutionary period, in the Austria-Hungarian Empire under Emperor 
Joseph II, and in Nazi Germany)?  
How far are members of the 
Craft, because of the oaths which they take as Master Masons, expected always to 
obey the expectations and even the commands of legitimate state authority? Are 
there circumstances in which Freemasons of a particular country might find their 
Masonic obligations at variance with the state’s requirements? Is loyalty to 
one’s state always superior to the demands of the Masonic oath? What if the 
state’s commands were patently immoral? What if the state demands that 
Freemasons betray their brethren to the secret police because membership of the 
Craft is defined by the authorities as a threat to the state security and those 
authorities have a legal responsibility to protect the citizens generally? 
The history of Freemasonry 
brings many examples where Freemasons, for example when serving as fighters on 
battlefields during wars, have ‘forgotten’ their civic obligations to kill the 
enemy (as defined by their state) and, having found a wounded ‘enemy’ fellow 
Freemason, have treated him well and even rescued him from peril. How does such 
a member of the Craft reconcile his civic duty to protect his state or country, 
possibly at the cost of his own life, with his Masonic obligation towards 
another Freemason ‘not to injure himself myself or knowingly cause or suffer it 
to be so done by others, if in my power to prevent it’?  
What if their superior 
officers, who may not be Freemasons themselves, learn of their subordinates’ 
humane actions towards the dreaded enemy on the battlefield, how would they 
react to the news? Would the benevolent Freemason who helped or even rescued the 
wounded ‘enemy’, deserve a court martial for disobeying the legitimate orders of 
a superior officer who would be functioning dutifully in complete obedience to 
the established authorities of their country? 
The other interesting question 
which this case seems to raise is that of ‘territoriality’. How far, and in what 
ways precisely, can Freemasonry be regarded as just belonging to mere 
geographical locations? Is German Freemasonry restricted to only Germany? Or is 
the French Craft only for France? Or can English Freemasonry only be for 
England? Is the prevailing ‘territorial’ mentality, which has evolved over 
generations, compatible with the original ‘Grand Intent’ of the early 
eighteenth-century originators which was ‘Masonry universal’? That important 
phrase did not mean that they believed every man could, and should, become a 
Freemason but that they assumed the Craft would emerge everywhere eventually 
where there were some men of goodwill of a broadly similar disposition towards 
mutual tolerance, a general desire for knowledge and one of trying to render 
themselves more extensively serviceable towards their fellow human beings. 
Perhaps in these fast-flowing 
days of the Internet, 24-hour news-gathering, and democracy, Grand Lodges could 
find it increasingly difficult to exercise their traditional forms of control 
over their members by restricting international communication at various levels 
and in various ways.  
Furthermore, the whole problem 
of ‘recognition’ could be brought into play. This is something that the United 
Grand Lodge of England, acting as primus inter pares, has had recently 
come to that the world has changed rapidly and is continuing to do so; that the 
established ways of regarding foreigners who claim to be Freemasons have to be 
adjusted because those controls have become incompatible with the equally 
legitimate expectations of younger members whose daily lives at work involve 
travel and frequent international communication.  
  
V - But what happened in Sunderland eventually? 
As I hope you might imagine, 
that was certainly not the end of Gustav Petrie’s story. There was an 
interesting sequel to the events of November 1914.  
In the middle of September 
1920, when the stricken survivors of World War I were trying, at home and 
internationally, at the personal and at the political and governmental levels, 
to get things returned to some form of peaceful normality, Gustav Petrie 
returned to Sunderland and visited the lodge which he had helped to found. He 
had kept writing to the lodge—his occasional letters to his English brethren are 
carefully preserved in the lodge’s Minute Book of the period—and, presumably 
they replied to him though (as yet) their letters to him have not been traced.
 
Imagine, if you will, what could well have been the 
atmosphere in that ancient lodge room when he walked in as a visitor. After all, 
seated there—according to the records—were at least two aged members of the 
lodge who had lost close, younger relatives during the horror of that awful 
calamity that had just ended.  
What is more, he gave 
greetings to the Master and the assembled brethren from his Johannes Lodge (his 
Craft or Blue lodge) and then from his St Andreas lodge (his ‘Green’ lodge, from 
the French word Ecossais, meaning ‘Scottish’). St Andreas lodges form the 
second stage in the Swedish Rite. They work the fourth to sixth degrees in a 
system or sequence of eleven degrees that is practiced in northern Europe.
 
Clearly, he’d found a new 
Masonic ‘home’ and had joined a Johannes (or St John’s or ‘Blue’ Craft) lodge 
while he had been exiled outside of England. ‘So what?’ you might say. 
 
Well, the important thing is 
this. The Swedish Rite has not been worked in Austria. It is a northern 
European Masonic phenomenon. Therefore, the only possible conclusion could be 
that Gustav had joined a German lodge which worked the Swedish Rite after 
he had left England and had progressed through the system to achieve at least 
the fourth degree. And yet, within a mere two years of the conclusion of the 
Great War, here he was giving greetings to an English lodge as a German
Freemason. And the remarkable thing that happened was that the English 
brethren greeted him warmly as a long-lost brother! And the Secretary recorded 
his delight in being able to write in the Minutes about the enthusiastic reunion 
which took place. 
That simple, humane gesture by those ordinary, unimportant 
Freemasons in Sunderland in September 1920—more than any of the rather pompous 
and even pious self-justificatory expressions by higher Masonic authorities made 
in London and elsewhere at the time—restores my own faith in what exposure to 
the associationalism of Freemasonry can bring about in the hearts and minds of 
most ordinary men. It is, I suppose, a small but telling demonstration of the 
possible transition from the rough to the smooth ashlar, something to which 
surely we all aspire! 
 
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