HomeMy WebLinkAboutMONTALVO ROAD 15400HISTORIC RESOURCES INVENTORY ( #36)
IDENTIFICATION
1. Common name: Villa Montalvo
2. Historic name: Villa Montalvo
3. Street or rural address: 15400 Montalvo Road
City: Saratoga Zip: 95070 County: Santa Clara
4. Parcel number: 517 -15 -012, 013
5. Present Owner: Montalvo Association Address: P.O. Box 158
City: Saratoga Zip: 95070
Ownership is: Public: Private: X
6. Present Use: Art gallery /cultural center Original Use: Residence
DESCRIPTION
7a. Architectural style: Italian villa
7b. Briefly describe the present physical appearance of the site or
structure and describe any major alterations from its original
condition:
This house is a large two -story mansion in the Italianate style,
constructed of stucco with a red tile roof. The central wing is marked by
three large windows on the ground floor, set behind stucco arches, above
which open smaller windows onto a loggia with a masonry balustrade. Two
flanking wings have porticoes supported by Ionic columns. The right
portico is the main entrance to the house; it features a massive oak door,
said to come from a palace in Grenada, Spain. The house sits in extensive
grounds, and is sited to enjoy views of the grounds falling away to the
east. There is a broad terrace across the front of the house, at the
bottom of which is the main drive, then a double flight of broad stairs
leading to a sloping lawn. There are additional structures on the grounds,
including a carriage house now used as a theater, and garages and workshops
8.
Construction date:
Estimated:
Factual: 1912
9.
Architect:
Curlett & Son,
John McLaren- landscape
10.
Builder: Unknown
11.
Approx. prop. size
Frontage:
Depth:
approx. acreage: 177.64
12.
Date(s) of enclosed
photograph(s): 1988
13. Condition: Excellent: X
14. Alterations:
Good: Fair: Deteriorated:
No longer in existence:
15. Surroundings: (Check more than one if necessary)
Open land: X Scattered buildings: Densely built -up:
Residential: X Industrial: Commercial: Other: Arboretum
16. Threats to site: None known: X Private development: Zoning:
Vandalism: Public Works project: Other:
17. Is the structure: On its original site? X Moved? Unknown?
18. Related features: Carriage house, arboretum, decorative garden
structures
SIGNIFICANCE
19. Briefly state historical and /or architectural importance (include dates,
events, and persons associated with the site).
This house was built in 1912 by James Duval Phelan, a San Francisco banker,
three -term progressive mayor of San Francisco and later California's first
popularly elected Senator. The house is named for the Spanish fabulist who
invented the name 'California'. Phelan used Montalvo as a country home to
which he invited political and business associates and especially artists.
Among those whose names appear in his guest book, now in the Bancroft
Library in Berkeley, are Jack London, Gertrude Atherton, Joaquin Miller and
Franklin D. Roosevelt. After Phelan's death, the house became a center for
the arts, as Phelan requested. The center maintains a residential artist's
retreat program, as well as a gallery and indoor and outdoor theaters which
are used for plays, concerts and poetry readings. Santa Clara County
maintains the extensive grounds as an arboretum and park.
20. Main theme of the historic resource:
(If more than one is checked, number
in order of importance.)
Architecture: 2 Arts /Leisure: 1
Economic /Industrial: 3
Exploration /Settlement:
Government: Military:
Religion: Social /Ed.:
21. Sources (List books, documents,
surveys, personal interviews and
their dates).
Santa Clara County Heritage Resource
Inventory, 1979.
Villa Montalvo Assn. publications.
San Jose Mercury News, 2/3/88.
22. Date form prepared: 4/88
By (name): SHPC
Organization: City of Saratoga
Address: 13777 Fruitvale Ave.
City: Saratoga Zip: 95070
Phone: 867 -3438
Locational sketch map (draw and label site and
surrounding streets, roads, and prominent landmarks):
NORTH
1 `
ORDINANCE NO. HP -2
AN ORDINANCE OF THE CITY OF SARATOGA DESIGNATING
THE PROPERTY KNOWN AS THE VILLA MONTALVO
(APN 517 -15- 12,13) AS A HERITAGE RESOURCE
The City Council of the City of Saratoga hereby ordains as follows:
SECTION 1: After careful review and consideration of the report of
the Heritage Preservation Commission, the application and supporting
materials the City Council has determined that the findings per
Exhibit "B" can be made and hereby designates the property known as
the Villa Montalvo as a Heritage.Resource of the City of Saratoga.
SECTION 2: This designation shall become operative and take effect
thirty (30) days from its date of passage.
This ordinance was regularly introduced and after the waiting time
requir��l by law was tlereafter passed and adopted this 18th day of
April 19 8 by the following vote:
AYES: Councilmembers Clevenger and Mallory and Mayor Moyles
NOES: None
` .
ABSENT: Councilmanbers Callon and Fanelli
ABSTAIN: None
ATTEST:
i
CITY CLER
04 0&TaZ19Q)0&
13777 FRUITVALE AVENUE • SARATOGA, CALIFORNIA 95070
(408) 867 -3438
April 16, 1984
Board of Trustees, Montalvo Association
c/o Villa Montalvo
Montalvo Road
Saratoga, CA. 95070
Dear Association Members,
On behalf of the Saratoga Heritage Preservation Commission I'd like
to take this opportunity to express our very great pleasure in the
receipt of your completed Application for Historic Resource Desig
nation. We have been able to send on the Application form, with
our appropriate findings, to the City Council for their decision.
In the case of such a much celebrated historic place like Villa
Montalvo, their decision to designate it,.as an Historic Resource
is pretty much taken for granted. However, this will present the
Commission with another opportunity to show that there are definitely
historic structures in the City of Saratoga that are worth the time
and effort involved in saving them.
Again we'd like to thank you for your co- operation, through our
shared associate Warren Heid, who processed your Application.
Hopefully, the next few years will bring the designation of other
historic structures in Saratoga through places such as Villa Montalvo
are rare and we count ourselves very fortunate that Senator Phelan
took such a fancy to our lovely area.
Sincerely,
Sharon D. Landsness
Chair - Saratoga Heritage Preservation Commission
cc: Commissioners, Mc Arthur, Heid, Cameron -, Henderson, Kvamme, Voester
MINUTES
SARATOGA CITY COUNCIL
TIME: Wednesday, April 4, 1984 - 7:00 p.m.
PLACE: Civic Theater, 13777 Fruitvale Avenue
TYPE: Regular Meeting
I. ORGANIZATION
A. ROLL CALL - Councilmembers Clevenger, Fanelli, and Mallory present at 7:02
p.m. Council.member Callon present at 7:03 p.m. Mayor Moyles absent. Councilmember
Fanelli presided at the meeting as Mayor Pro Tem.
B. MINUTES - 3/21
MALLORY /CLEVENGER MOVED TO APPROVE THE MINUTES AS SUBMITTED. Passed 3 -0 (Callon,
Moyles absent).
II. ORAL COMMUNICATIONS
Don Salera, 18971 Greenbrook Ct., stated that he was satisfied with the service
provided by Green Valley Disposal Co. He favored the proposed rate increase.
Frank Bruno also stated that he was satisfied with the disposal service. He
believed the City could not obtain comparable service elsewhere for less.
Mayor Pro Tem Fanelli read into the record comments which had been telephoned
in by those who were unable to attend the meeting. Allan Mills, Mrs. Andre
Jaunrubenis, and Mr. and Mrs. Frank Mason opposed the rate increase and Mrs.
Sickle supported the increase. Mayor Fanelli noted that the City would keep
citizens informed so that garbage service would not be terminated unexpectedly.
III. CONSENT CALENDAR
A. Denial of Claim - St. John (by Smith)
B. Denial of Claim - Engel (by Williams)
C. Approval of Memorial Day Parade, 5/28/84
D. Acceptance and Acknowledgment of Donation at Saratoga Ccmnunity Center
(Morely)
E. Acceptance and Acknowledgment of -Donation at Hakone Garden (Creager, Clark)
F. Final Building Site Approval, R. Merwin, 14466 Sobey Road (SDR 1558)
G. Treasurer's Report - February
H. Approval of Warrant List
MALLORY /CLEVENGER MOVED APPROVAL OF ENTIRE CONSENT CALENDAR. Passed 4 -0.
IV. SCHEDULED MATTERS
A. ADMINISTRATIVE REPORTS - None.
B. REPORTS FROM COMMISSIONS AND COMMITTEES - None.
C. JINANCES AND RESOLUTIONS rdinance Designating Villa Montalvo as Heritage Resource
CLEV RY 14OVED TO READ 711E ORDINANCE, INCLUDING THE FINDINGS SHOWN IN EXHIBIT
B, BY TITLE ONLY, WAIVING FURTHER READING. Passed 4 -0.
• CLEVENGER/MALLORY MOVED TO INTRODUCE ORDINANCE AS READ. Passed 4 -0.
�� 2. Resolution concerning Girl Scout Leader's Day sponsored by Mayor Moyles
Received Z lz-q �g
Designation No._ -q
Meeting Date
Fee
(No fee for designation only)
CITY OF SARATOGA HERITAGE RESOURCE
DESIGNATION /PERMIT APPLICARION FORM
I. Identification of Heritage Resource
1 A. Name
i
1) Common Name Villa Montalvo
2) Historic Name Villa Montalvo
B. Location /Address Montalvo Road, Saratoga, Ca.
C. Assessor's Parcel Number
D. Use of Site Center for the Arts
1) Original Residence for Senator James D. Phelan
E. Present Owner Board of Trustees, Montalvo Association
(.Please a ttach..documentation of ownership)
1) Address P -O. Box 158, Saratoga, Ca. 95070
2) Phone Number 867 -3421
3) Public or Private Ownership Private
4) Has Owner been Notified of Application? Yes
II. Purpose of Application
A. Application for Designation .or Permit? -Designation
1.. If application for permit briefly describe proposal and
alterations required.
B. Application for Heritage Landmark, Lane or District? Landmark
w 1. If application for heritage lane or district please
_attach required petitions (Section 6(a) Ord. No. 66).
1
III. Description
A. Briefly describe the present physical appearance of the
site (including major vegetation features) or structure
and describe any existing major alterations from its original
condition: Situated on 175 wooded acres the Villa was built by the late
Senator James D. Phelan in 1912 as his Auntry home, designed after an.—
Italian style villa. The main tiled roof building is "U" shaped, two story
in height with .covered porches.and loggias. The Guest Cottage now ouses
artists -in- residence and the Carriage House is a theatre and exhibit hall.
Recently a pavillon was constructed between the villa and carriage house.
B. Architectural Style Italian villa or mediterranean
C. Year of Construction 1912
D. Name of Architect or Builder Wm.. ,Curlett' &' Chas. Gottschalk
E. Approximate property size in feet (please attach legal
description if available)
1) Frontage See attached map
2 ) Depth
3) Approximate Acreage 175 acres
F. Condition of Structure and /or Site (circle one):
1) Excellent 2) Fair .3) Deteriorated
G. Is structure altered or unaltered? Minor alterations at interior.
H. Secondary structures on site. Describe.
Carriage House - wood frame and siding, octagonal in shape
Guest Cottage - Italian vil.la style built with villa for appearance
Pavillon - built in 1979 as meeting hall with style.to complement villa
I. Is this the original site or has the structure been moved>
Original site
2
J. Photo (Date Taken:
ur�munuur- - --
IV. Significance
1'l 9:i. ) Location Ma
V V'
Los 1r? " !4or
N
T W
z,
(Label site and surrounding streets
roads and prominent landmarks)
A. Briefly describe historical and /or architectural importance
of the resource (include dates, events and persons associated
with the site):
Fine example of Italian villa style and maintained by Phelan Trust by
Board of Trustees of Montalvo Assoc. Many historic figures including
Jack London, Gertrud Atherton, Edwin Markham, George Sterling, Ruth Comfort
Mitchel, and Kathleen Norris were friends of the senator. (See National Reg.
(Attach sheet if more space required) appi ica ion)
B. List sources used to determine historical value (i.e. books,
documents, surveys, personal interviews and their dates):
Saratoga's First 100 years, Florence Cunningham (Harlan -Young Press) 1967
James Duval Phelan, A Portrait, Dorothy Kaucher, (Skyline Pub.) 1965
Adventures of a Novelist, Gertrude Atherton
C. Does this site/structure have a county, state or federal
historical landmark designation? National Re i stry of
Historic Places 0 I�av 1 , 1978
V. Form submitted by:
1) Name Warren B. Heid; Member, Board of Trustees and Chairman, Bldg, and Grd. Co;
2) Address 14630 Big Basin Way, Saratoga Ca 95070
3) Phone Number 867 -9365
4) or Saratora Heritage Preservation Commission
I M P O R T A N T
Prior to submitting an application for heritage resource designation
or permit application to alter such a resource, the following should
be read carefully. h
I, the applicant, understand that by applying for a permit
to alter such a resource that the site of this resource will
be subject to the limitations and provisions of Ordinance No.
66. I also agree that these limitations and provisions will
be complied with as well as any conditions upon which the
application is anted. In witness whereof, I here unto set
my hand this 9 h d y f February 19 84'.
Signature
Print Name Warren B. Heid
Address 14630 Big Basin Way, Saratoga, Ca. 95070
Phone: Residence 867 -4.667
Business 867 -9365 .
VI. Recommendation of Commission to (circle one):
City Council Planning Com.^iission /Community Development Department
A. The Heritage Preservation Commission is for against the
proposed designation permit application.
B. Comments:
"The Commission is delighted to have the Villa Montaivo as the
second application for a Heritage Resource Designation. We feel
fortunate to have this structure in our community ".
4
C. Findings:
"This fine example of Italian Villa style architecture has
.been preserved intact as constructed in 1912 by Senator
Phelan and is now enjoyed as a cultural.center of the arts.
It is a stately structure worthy of this designation ".
5
Si n
Chairman. of Heritage
Preservation Commission
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Form No 10 -3DO 10-741
lRe�
UNITED STATES DLI'ARI _ :NT OF THE INTERIOR
NATIONAL PARK SERVICE
FOR ei USE ONLY
NATIONAL REGISTER OF HISTORIC PLACES
RECEIVED
INVENTORY -- NOMINATION FORM
DATE ENTERED
SEE INSTRUCTIONS IN HOW TO COMPLETE NATIONAL REGISTER FORMS
TYPE ALL ENTRIES -- COMPLETE APPLICABLE SECTIONS
OEM
Rj NAME _
HISTORIC villa I•iontGlvo
AND /OR COMMON
i�, ont "lvo Center For The Arts
ff"LOCATION
=
STREET& NUMBER 14800 1` +O_lt-L _l o Road
_NOT FOR PUBLICATION
CITY. TOWN S„r utC`
�.•� G
CONGRESSIONAL DISTRICT
_ VICINITY OF
STATE n CODE Q5070
C-,1 _i= cr__ia
COUNTY -a_t,� Clar`CODE
CLASSIFICATION
CATEGORY OWNERSHIP STATUS
PRESENT USE
=:—DISTRICT X PUBLIC ._OCCUPIED
_AGRICULTURE _MUSEUM
— BUILDINGIS) _PRIVATE _UNOCCUPIED
_COMMERCIAL, X -PARK
— STRUCTURE _BOTH _WORK IN PROGRESS ?._EDUCATIONAL :PRIVATE RESIDENCE
—SITE PUBLIC ACQUISITION ACCESSIBLE
ENTERTAINMENT _RELIGIOUS
_OBJECT _IN PROCESS X —YES: RESTRICTED
_GOVERNMENT _SCIENTIFIC
_BEING CONSIDERED _YES: UNRESTRICTED _INDUSTRIAL _TRANSPORTATION
_NO
_MILITARY _OTHER r`r u
OWNER OF PROPERTY
NAME ne l,fcntalvo Association
STREET& NUMBER
P.O. Box 158,
CITY. TOWN STATE
Ser. ` _ ^ 95370
_ c:, l.0 ;G VICINITY OF �'� -liI C'_'n1a. ,
LOCATION OF LEGAL DESCRIPTION
COURTHOUSE.
REGISTRY OF DEEDS,ETC. S--'! nta Clara County Reco -rd Er 1 £ 0i i Ce
STREET& NUMBER
70 ,Yes t Hedairr; _Street
CITY. TOWN
STATE
San
REPRESENTATION IN EXISTING SURVEYS
TITLE Santa Clara Count;- Hcrita.;e Co- _iss_cn survey
1973
DEPOSITORY FOR ✓
SURVEYRECORDS
_.FEDERAL _STATE COUNTY LOCAL
CITY. TOWN STATE
DESCRIPTION
CONDITION CHECK O(E CHECK ONE
`_EXCELLENT _DETERIORATED _UNALTERED 7.ORIGINAL SITE
_GOOD _RUINS X-ALTERED _MOVED DATE
_FAIR _UNEXPOSED
DESCRIBE THE PRESENT AND ORIGINAL (IF KNOWN) PHYSICAL APPEARANCE
Villa liontalvo was carefully sited between t1:o- creeks on a slo -pin- ride
that allot. :ed a 2000 ft. North -South al.is of - ;arder_s ter :inn in Carden
structures of architectural ir:portance, frith ovc„,i errs of the Santa Clara
Valle- at one end and the steep wooded hillsides at the other. The 177
acre setting in the foothills of the Coast =Lange gives co-plete Dr_ivacy
for the Villa wnc. hardens. The i-_Iediate surroundin7s are residential
estates alon the one -half : ile entrance roads. ay frog: the Los Gatos-. c
road.
Three oriUinal entrance Cates lead to an Italian style Villa, of the t% e
J, outside rajor Itali =n cities. Both the house and the r-arde,s are
fcr':al in Chi :.cter an , dc'si`ned for entertainin -. The relati onCni n
bets -:een the house and zardens is very close. The scale of the bur lci n ic
lar„e 1,,ith a s :r--netrical plan. The _.,, jor rco::s of the house opcn onto
spacious terraces and courtyards. An outdoor -'ar6en theatre is an
tant f e ..'Lure of the architectural co.:_plex. Villa i•iOntalvo can be re.-ardea�
as a tj'piCal country 120Use of the 2011-h Centur':' - -cif oversize- version of
t ie JGCG Lion ho_i-e we .o.: toda,:r. Y
The house is L- shaped with a L01.:1011-' cents 1 with n-s of 1LL1. L
al bloc-!,:, 1 :i � 1:i__ ,
?L' L8' . A_ extenFed Servin- Win, is 3':':60' . Area of 'he� first floor
is 71820 sc. ft. Covered parches a_no. Loz7ias have an area of 273r-o Sc. ft.
The foundations are rein_orced concrete; base:_ent are concrete
bri c_. veneer. ine ul .-,rjer ;;ails are 2 111:0" :rood std 1,,i tl. el:tericr shecl___n�
and Stucco. The interior finish is r_ypsu_m plaster. The r_'^ :1n,, is ccncrCte
on the first floor with 1•rcod frc_.e above.
The central roof is hi" �?e ' . the with a tile gable roof over the Servicc
1'11 in.. CovcreG porches have le:'el, built up rCCfin".. Cv•crhan:;in` eaves Cf
tile roofs are Open, �,,ith e.-posed rafters a:ul Cutters. T
SIGNIFICANCE
C,
PERIOD
AREAS OF SIGNIFICANCE -- CHECK AND JUSTIFY BELOW
_PREHISTORIC
--ARCHEU LUG Y- PREHISTORIC _COMMUNITY PLANNING
_LANDSCAPE ARCHITECTURE
_1400.1499
—ARCHEOLOGY-HISTORIC
— CONSERVATION
_LAW
X_
—1500-1599
___AGRICULTURE
_ECONOMICS
LITERATURE
_1600 -1699
JLARCHITECTURE
— EDUCATION
_MILITARY
_1700.1799
X—ART
_ENGINEERING
`_MUSIC
_RELIGION
— SCIENCE
_SCULPTURE
v SOCIAL/HUMANITARIt
THEATER
Y 1B00.1 V9,911+ _COMMERCE — EXPLORATION /SETTLEMENT _PHILOSOPHY _TRANSPORTATION
_1900- _COMMUNICATIONS _INDUSTRY X_POLITICS /GOVERNMENT _OTHER (SPECIFY)
_INVENTION
SPECIFIC DATES 1912- 10/14 BUILDER /ARRHITECTWII. Corlett; ..Charles G6tts
STATEMENT OF SIGNIFICANCE
Viila i•Iontalvo, conceived by the late Scn4LOr Jades D. Phelan frith
b; t.iiliC� Corlett a':C Cpl rleS E. Gott °CI7al': Of San "raiCiSCO. It
desir-7^ed for the lar,;e scale entertaining- o.- his friends
visitors. _�e vas I-layor of San Francisco .'r'1en it vas built,
and by
e'_ler�Ell:eC "iCi_'� nternGt! oral Il"ures, p-rticularly these i.'I:C CG_
SE� F_ w ncisco iii 1915 for the Pa:a•_a- Pacific E: -jositien.
ex:
ZMAJOR EIBLIO RAPHICAL REFERENCES
C
ll_�v• 2-!tures of a i:o;rclist� Gertrude Atherton;
Ja. -'es Duval PhelL2,, A Portrait, Dorothy Kaucheri Skyline Publication:
S4rato?a'c First 100 Years, Florence CunninChaj Harlan-YounC Press.
1'
MIGEOGRAPHICAL DATA
ACREAGE OF NOMINATED PROPERTY 177
UTM REFERENCES
Al , I "_ I I I I I I I I . I I I 1 B1, 1 r 1 1 1 1 1
ZONE EASTING NORTHING DONE EASTING NORTHING
CL._LJIItIItIIIIIIIII DtLjII �jit1IIII1
VERBAL BOUNDARY DESCRIPTION
All that certain property situated at 1 -800 1 ontalvo S� :rato -a
Cr'liforr_ia knoim as I'Vi 71a. Ho _ntalvor', consistin;- of 177 ares ::ore o:
less, at the eff of Iiontslvo Roa %� ApTrcxi .ately on?-half mile
southerly fro_- its intersecticn with Los vatos- Saratoga Road.
LIST ALL STATES AND COUNTIES FOR PROPERTIES OVERLAPPING STATE OR COUNTY BOUNDARIES
STATE CODE COUNTY CODE
STATE CODE COUNTY CODE
FORM PREPARED BY Chester A. Root, FAIA; Pest President, Sant.
NAME /TITLE Clara Vallee C?; 1Jter A-.:erican Institute of Architects
Re c,un b-,r the late Ch_suer root- co_=leted b-r Jcle Crall ?e�. D'- ;er•s'
ORGANIZATION o;_'_1 tee1I for the .,ontalvo Association DATE
14 ';ovP --her 1027
STREET &NUMBER TELEPHONE
21 i;'orth Seta Cruz Avenue 351 -1212 35"L -3161
CITY OR TOWN
STATE
Los Gatos C_l_fornia 95030
®STATE HISTORIC PRESERVATION OFFICER CERTIFICATION
THE EVALUATED SIGNIFICANCE OF THIS PROPERTY WITHIN THE STATE IS:
NATIONAL _ STATE LOCAL
As the designated State Historic Preservation Officer for the National Historic Preservation Act of 1966 (Public Law 89 -665). 1
hereby nominate this property for inclusion in the National Register and certify that it has been evaluated according to the
criteria and procedures set forth by the National Park Service,
STATE HISTORIC PRESERVATION OFFICER SIGNATURE
TITLE DATE
H rvrJ U5t UNLT
I HEREBY CERTIFY THAT THIS PROPERTY IS INCLUDED IN THE NATIONAL REGISTER
DATE
�..,vn, Urrsv,t Ur-,KNt_ /tULUL3T ANU "IJIUHIL rtitStHVATIDN
ATTEST: DATE
nttrtH Ur I HE NATIONAL REGISTER
GPO 892.45
I
Form No 10.300a `
(Nev 10.74) \ \ \\
UNITED STATES DI-PART MEN-7 UE THE INTERIOR FOR NPS USE ONLY
NATIONAL PARK SERVICE
RECEIVED
NATIONAL REGISTER OF HISTORIC PLACES
INVEN'TORY -- NOMINATION FORM IDATE ENTERED
CONTINUATION SHEET ITEM NUMBER 7 PAGE 2
The lc-.?er court is enclosed by vin;-s of the house. It has center ...arb:
fountain anc: a lar;,e bronze ?all fountain with its historical plaque
relatin- the origin c' ": ontalvo i1 as a name. This fountain_ is flar'x:ed
byr a pair of ntal stairs leadin7 to a Garden Court. Thi s upper
court i s.•e.ncicscd by trellis-,d colonnades and a pavilion. Bac':in-- up
to the Garden Court is an a-.- mhithectre acco_�-:oca.tin- 500 people; the
seatin 'ol-lows up the hillside an-r, is surrounded by- a circle of liffen
trees that borCer the natural wooded elopes above.
The Bain House is the central ele tent of an overall desir gn of builei n- s
Inc grounds. AcceLsory- structures include:
Carriar -e :Ouse
tx 641 OCta Orval ;apace 1 ?ith Center turntable, r_0�7 a 2�- -e--- t the�trt
Guest T ouse
A ..ulti -level bui lain- with guest apart:-:e�ts t:•hi ch open to a
;;e_ erously prono- ^ticncd StUC.;i o c0'.''_tainin` a s 11 Cta—e.
cui -oture Studio
A picturesoue thatched roof s. --all building-.
Ter_rle
one r ectw2" -ula,- E-,nd one circular, are focal points of r- ar0- -n
a::is. Both are classic in style.
Buil('Iin-s ar:_) C"ounds re::'ai n substantially in their orizinal conc;i .L. --
as d.esiCned. The si:ay ;.rear period since it ?as co:- r_lete6 h:=.s allo—' d.
for the -ro+ ?th of - ny tree° e -nd.. speci- -.ine shrubs, So that the ba.rre_n
hillsca'oe -is Greatly c1_an;,ed. It is : =in a ned as an A�„boretu:: b the
Par':
and ReCrea.ti Cn L'epa.r c::ent C?' Sant:_ Clara; County'. C,n11;r e;
h`-,,e been ::i-:6c in the buil(in -s a:-1C. - a:rc,e E to acco::-o0atc t eir use as
a cultural center Cpe1 to the public. Alterations and additions ' ude:
pool - fillcc. in becLuce of t1_C i:mcsSibillt;' 0= G't,--er� _ ;i
s_on
has C1 rsated a rC c:_ court o_ consl. e-- Jle bc�..Uty.
L
Li br.r;;' - CO�tVGr- ^:� �C art 7a:ller;�.
vCreened pOrC1:, �— ' Side - replaced 1' `, Mass; no arch= tectu"ol c::;e,
Scco_.d floor =6 Guest .'_Ouse - converter. to an_ a_- t::ents for resi cents.
r_o t terrace anO.. base:::ent - ne;? - !ate.-proofed concrete an,:, . brie'_: p"v_-::en
c-nc:. r pa_i r of s t r u c ire bclo;,: .
i;c,.. Stec _ on :; -st e-_ , o- te_ ra:ce - co.-Zor:_i n` to arch_tectura_1 detc_1
Foim No 10.300a
tHev 10.741
c.
UNIi ED Si RTES DEPARTMENT O1= THE INTERIOR FOR NIPS USE ONLY
NATIONAL PARK SERVICE
RECEIVED
NATIONAL REGISTER OF I3ISTORIC PLACES
INVENTORY -- NOMINATION FORM IDATE ENTERED
CONTI NUATION SHEET ITEM NUMBER H PAGE 1
liontalvo was th,: country residence of ha for_:er na;yor of San Francisco
Due to its 60 rule distance fro-: San F ancisco it beca -e the place of
Covern:ient for consi de�•able periods ofrti: e. ForeiCn dirle- ats came
duri nC the Panama Pacific Lnternati oval EXpositicr_; Franlrlin D. Rcose•
velt spoke at the 1 "il1a; Willia,.: Jennings Bryar_ -and Ethel rarr5 ^::are
were aa. :onC scores of guests lavishly entertained by Phelan. The
Zuestbook, now in the Bancroft Library at the University of Califernir
contains cartoons, poetry and drm-in -s by celebrities aria friends.
The = :usical develor: ent at lonta.lvo continues unc'er the direction of
M uric Festival Co__r:ittee. Yehuc;i 1`er_uhin and Adolph Baller have
perfcr.:ed at l or_talve a,~:('. the present Director is the intern: ticnally
l zo; _n co: pc�:er- conductor Geor��e 3ara.ti. Ilusi c education in special
wor _shops is offered. Co-:-;osers are encouraged to annly for the
Artist -in- Residence facilities aria. are Given the opr.ortuanit;r to
perfor:: for the public. Free proCrwis inclue e recitals and outdoor
concerts by tl -.e United S.:a.tes Ar,_y Band. Debuts of orir-inal chw:ber
orchestral �:orl.s, li nt opera perfor :antes in the =phithea-_tre and
ballet in the C4rriare' House - these are only a sanpling of the vari ec
:'_uEical offeri_1 of lt0_7� 1 tal`v'o•
Jar:es Du „7al Phelan's contributions as a hu:::anitarian include this
bequest frc:. his :;ill:
"I would li"Ic the property at SaratoCa, C lifornia known as
Villa 11ontalvo, to be -- aintained as,a public park open to the public
under re sorable restrictions, the buildinZs and - rounds i-:�.�ediately
surroundinL the sa:.:e to be used ac far as possible for the 6evelon�:er_t
Of art, literature, nusic an6 architecture by prc- .i__-inC Stu6entc.1t
his philar:throph�r included University of Californiaschol`rships
;;enerous gilts to San Francisco Art Associa.ti en, Protestant
Catholic and Je %aish orphanag e�, the purchase or a Stn ra:cisco�
play,rroun6, r1o��u:ents in Golden Gate Parr;, - 1edi.caly research Grants
anc the establis_ =_ent of the James D. Phelan F oundat i on for "charitabl
purposes”.
Prc'-re =ac at ::oritalvo toc'ay include Classes in the Tts a resident
theatrical c=-oanv, three art galleries anC. fund-raisin- acti vi ties
by :-ore than 250 volunteers who ;:Tor', to carry out the previsions of
Senator Phelan'-- till.
STATE OF CALIFORNIA —THE RESOURCES AGENCY EDMUND G. BROWN JR.. Governor
DEPARTMENT OF PARKS AND RECREATION
P.O. BOX 2790 e
SACRAMENTO 95811 u May 16, 1978
(916) 4454006
Jole Crall
21 N. Santa Cruz Ave: 6
Los Gatos, CA 95030
Villa Montalvo
14800 Montalvo Rd.
Saratoga, CA
The National Register of Historic Places Program is administered in California by the State Office of Historic
Preservation. The property indicated above has been submitted for the Register.
The State Historical Resources Commission will consider this property and make a judgment as to
whether or not it meets the criteria on r at
in
❑As the unit of local government containing the property, your comments on the significance of this
property would be appreciated no later than one week prior to the next meeting of the State
Historical Resources Commission.
❑As your organization has been identified as having an interest in historic preservation in this area, we
would appreciate your comments on the significance of the property no later than one week prior to
the next meeting of the State Historical Resources Commission.
ElThe State Historical Resources Commission recommended the nomination of the property to the
National Register. It will be presented to the State Historic Preservation Officer for formal
nomination. The final decision will be made by the Keeper of the National Register, U. S. National
Park Service, Washington, D.C. 20240.
X
The property was placed on the National Register May 1, 1978
Placement on the National Register affords a property the honor of inclusion in the nation's official list of
cultural resources worthy of preservation and provides a degree of protection from adverse effects resulting from
federally funded or licensed projects. Registration provides a number of incentives for preservation of historic
properties, including special building codes to facilitate the restoration of historic structures, federally guaranteed
loans for the rehabilitating of residential properties, grants for restoration, and certain tax advantages. There are
no restrictions placed upon a private property owner with regard to normal use, maintenance, or sale of a
property listed in the National Register; however, proposals to demolish registered properties may require a
standard review in compliance with local ordinances or the California Environmental Quality Act. In addition,
certain provisions of the Tax Reform Act of 1976 relate directly to the demolition and replacement of structures
listed in the National Register.
Sincerely yours,
Dr. Knox Mellon
State Historic Preservation Officer
DPR 548 (2/78)
CITY OF.SARATOGA
PLANNING DEPARTMENT
IDENTIFICATION
CULTURAL RESOURCES INVENTORY
INVENTORY # "104
PHOTOGRAPH TAKEN 3 18I (date)
Street Address Mho,} \ie) RA ( 9n*a1Ce,�ji <1rC.�'t)O�C�,�.�(�� APN 51`7- 15- U1,.J 1 b1
Historic Name vi 11n mnr4 o�vn
Present Owner Moy)4a, y ® A�`50C�OAOY-1
Address �60 X 5,9
v
Present Use Ar� CQj�er� I Ca uY'cA �°,in��� Original , Use Pie5� 6enc e,
� r �oret�a�•
Other Past Uses
nPq RTPTTnNi
Briefly describe the present physical appearance of the site or structure and describe any major
alterations from its original condition:
-Ty- 2e
fnCt�1c r - -
aA, Con
yC,;�s
ay-)6 beau uL lcanc\scnp
\ s a Ury c�(ns 0.Weu cv! J
V
back.
Approximate property size:
Lot size (in feet) Frontage
Depth
or approximate acreage 1 6
Condition (check one):
Excellent 1\\,-41 Good ( ) Fair ( )
2riorated
( ) No longer in existence ( )
Is the feature:
Altered?,(') Unaltered? ( )
Location sketch map (draw and label site
and surrounding streets, roads, and pro-
minent landmarks)
Z
1MONTANO
Threats to site:
None known ( Private Development ( )
Vandalism ( ) Other ( )
Primary exterior building material:
Zoning ( ) Public Works Project ( )
Stone ( Brick ( ) Stucco Adobe ( ) Wood ( ) Other ( )
Is the structure:
On its original site? ( Moved? ( ) Unknown ( )
Year of initial construction J7— This date is: Factual V) Estimated ( )
Architect (if known ) e--1d , Son
Builder ( if known)
Related features:
Barn ( ) Carriage House
( ) Outhouse ( ) Shed(s)
( ) Formal gardens))
Windmill
Watertower /Tankhouse ( )
Other 01,45,cle 4hPc�br, �f-Aa�U",!As
None
SIGNIFICANCE
a
Briefly state historical and /or architectural importance (include dates, events, and persons
associated with the site when known):
-This 1�e�,i ��rre�r,ec�� -, sk�l2 rrianslbr, 0)e -Furmer home oJ' US. Sena -+oy-
SameS D� pinelay�, who nGmecl tr,is ez,�a�P o C- 1e r•G. 1(0 t Ce4un� Sl�ani lr, +novel�'��,
The. ry-)ni � door o� the You -e, Cc�,N1-e -erorn Gl pxt1AC ea iii C- IM -nCcC L) 5pc& Y-* n vi d
oJei� 1 d` ca (�er2. 625�C\ned �y Sbhr� MCLQren, Ttie I�jt��lClincJ is rv,c\iv1> dine c1 05 c`h
��� OJ�112vy �nCi aL, jrc-1 Cen�e.r 1D� }he mon� oyn Ctvnel the r0 0yy'1alvo
SerV�'Ce C-I -eoup. °ih-e �rt,-Lndt> C"re mc\�Y)�crined a.n
CVu�1 -u`S PQr4�5 �� �G`c�``�or� wept.
Source (books, documents, surveys, p'el�sonal interviews, and their dates):
M 979
Scan 5
Form prepared by: �C�nGLA 'ILA Date: 431)?1
O
�0
4T
Il ®�3B 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070
0 0� (408) 867 -3438
COUNCIL MEMBERS:
Karen Anderson
Martha Clevenger
July 13, 1988 Joyce Hlava
David Moyles
Donald Peterson
Mr. Gardner McCauley
Executive Director
Villa Montalvo
P. O. Box 158
Saratoga, CA 95070
Dear Mr. McCauley:
The Saratoga Heritage Preservation Commission is pleased to inform
you that we have recently completed the Heritage Resource
Inventory of important historic buildings in Saratoga. As one of
Saratoga's Designated Heritage Resources ( #HP -2), Villa Montalvo
is automatically included in the Inventory.
Enclosed is a list of the entire Inventory and the individual
Inventory form for your property which gives information about the
building, the property and its history. We would appreciate your
review of this form to let us know if there are any changes or
additions your wish to include. If you have any questions, please
direct them to the Commission through Valerie Young, our staff
person at City Hall (867- 3438).
Sincerely,
Members of the Heritage Preservation Commission
Elizabeth Ansnes
Roy Cameron
Norm Koepernik
SharJ�n Landsness
Bar�daA Voester
arren Heid, Chairman
HISTORIC RESOURCES INVENTORY ( #36)
IDENTIFICATION
1. Common name: Villa Montalvo
2. Historic name: Villa Montalvo
3. Street or rural address: 15400 Montalvo Road
City: Saratoga Zip: 95070 County: Santa Clara
4. Parcel number: 517 -15 -012, 013
5. Present Owner: Montalvo Association Address: P.O. Box 158
City: Saratoga Zip: 95070
Ownership is: Public: Private: X
6. Present Use: Art gallery /cultural center Original Use: Residence
DESCRIPTION
7a. Architectural style: Italian villa
7b. Briefly describe the present physical appearance of the site or
structure and describe any major alterations from its original
condition:
This house is a large two -story mansion in the Italianate style,
constructed of stucco with a red tile roof. The central wing is marked by
three large windows on the ground floor, set behind stucco arches, above
which open smaller windows onto a loggia with a masonry balustrade. Two
flanking wings have porticoes supported by Ionic columns. The right
portico is the main entrance to the house; it features a massive oak door,
said to come from a palace in Grenada, Spain. The house sits in extensive
grounds, and is sited to enjoy views of the grounds falling away to the
east. There is a broad terrace across the front of the house, at the
bottom of which is the main drive, then a double flight of broad stairs
leading to a sloping lawn. There are additional structures on the grounds,
including a carriage house now used as a theater, and garages and workshops
behind the house.
(photograph here)
8.
Construction date:
Estimated:
Factual: 1912
9.
Architect:
Curlett & Son,
John McLaren- landscape
10.
Builder: Unknown
11.
Approx. prop. size
Frontage:
Depth:
approx. acreage: 177.64
12.
Date(s) of enclosed
photograph(s): 1988
13. Condition: Excellent: X
14. Alterations:
Good: Fair: Deteriorated:
No longer in existence:
15. Surroundings: (Check more than one if necessary)
Open land: X Scattered buildings: Densely built -up:
Residential: X Industrial: Commercial: Other: Arboretum
16. Threats to site: None known: X Private development: Zoning:
Vandalism: Public Works project: Other:
17. Is the structure: On its original site? X Moved? Unknown?
18. Related features: Carriage house, arboretum, decorative garden
structures
SIGNIFICANCE
19. Briefly state historical and /or architectural importance (include dates,
events, and persons associated with the site)..
This house was built in 1912 by James Duval Phelan, a San Francisco banker,
three -term progressive mayor of San Francisco and later California's first
popularly elected Senator. The house is named for the Spanish fabulist who
invented the name 'California'. Phelan used Montalvo as a country home to
which he invited political and business associates and especially artists.
Among those whose names appear in his guest book, now in the Bancroft
Library in Berkeley, are Jack London, Gertrude Atherton, Joaquin Miller and
Franklin D. Roosevelt. After Phelan's death, the house became a center for
the arts, as Phelan requested. The center maintains a residential artist's
retreat program, as well as a gallery and indoor and outdoor theaters which
are used for plays, concerts and poetry readings. Santa Clara County
maintains the extensive grounds as an arboretum and park.
20. Main theme of the historic resource:
(If more than one is checked, number
in order of importance.)
Architecture: 2 Arts /Leisure: 1
Economic /Industrial: 3
Exploration /Settlement:
Government: Military:
Religion: Social /Ed.:
21. Sources (List books, documents,
surveys, personal interviews and
their dates).
Santa Clara County Heritage Resource
Inventory, 1979.
Villa Montalvo Assn. publications.
San Jose Mercury News, 2/3/88.
22. Date form prepared: 4/88
By (name): SHPC
Organization: City of Saratoga
Address: 13777 Fruitvale Ave.
.City: Saratoga Zip: 95070
Phone: 867 -3438
Locational sketch map (draw and label site and
surrounding streets, roads, and prominent landmarks):
NORTH
wsr�ot�.•. —.
. _1. ik7lWAi
40 1
WeI � � IM. .
I
z /,
-96"4u�a. (408) 741 -3421
F 31'31.,51
Mr. & Mrs Kurt
L l D
, CALIF.
No. 14
rganization ,
V ester
14251 Sums ?,JaX
Saratoga CA 5070
San Jose Mercury News ■ Wednesday, February 3, 1988 • Extra 3 5
History
Father and son left rich legacy for Bay Area, state
By Mardi Bennett
Special to the Mercury News
The story of James Phelan Sr.
and son proves that "one man can
make a difference," especially if
he is bright and energetic and has
a son molded in his image. The
difference they made left a legacy
of incalculable value to genera-
tions of Northern Californians.
The story begins in the 1820s
when Irish -born James Phelan ar-
rived in the United States at age 6.
Later, as a young businessman liv-
ing in Cincinnati, he heard of the
discovery of gold in California and
shipped three cargoes of merchan-
dise to San Francisco. He made it
to the city in 1849, but only two of
the ships bearing his cargo did.
Even so, he managed to start a
thriving trade in Gold Rush coun-
try.
James Phelan put much of his
profit into San Francisco real es-
tate. By 1859, he felt in "sufficient-
ly comfortable circumstances" to
marry another first - generation Ir-
ish woman, Alice Kelly. Their son,
James Duval Phelan, was born in
1861.
Gaining recognition as an enter-
prising merchant of San Francisco,
he had built the multi -story Phelan
Building in 1860 on land now
known as 760 Market St. The land,
in 1854, had cost him $6,125. By
1869 he was worth $2 million.
When James Phelan Sr. died in
1892, young James took over the
family business, the banking firm
of Phelan and Son. It included the
First National Bank of San Fran-
cisco, the First National Bank of
San Jose, Mutual Savings in San
Francisco, and the Bank of Santa
Cruz County, all founded by his
father.
During the next few years, the
man often referred to as "James
Phelan's son" established a solid
reputation as an able financier. He
also became known as an advocate
for the arts and as a crusader for
the improvement of San Francisco
and the reform of its political sys-
tem.
In 1896 he was elected mayor
and remained in office until 1902.
During his term he began plans for
the Hetch Hetchy water system to
provide the city with a dependable
supply of water.
Immediately after the 1906
earthquake the former mayor was
conscripted as the president of the
Relief and Red Cross Funds. He
added $1 million of his own funds,
which was a godsend when it was
discovered that the underground
vaults of the San Francisco banks
were still too hot to handle.
Soon after the quake, the Phelan
Building was one of the first to be
rebuilt. Phelan wanted to prove
that what had been destroyed was
only the city's shell, that the spirit
was still there. Later, he helped
initiate the building of the city's
impressive City Hall and Civic
Center.
In 1911 Phelan bought land 50
miles south of San Francisco and
began plans to build his dream
house: an Italian villa near the
foothills between Los Gatos and
Saratoga. Its expansive gardens,
planned by John McLaren, long-
time supervisor of Golden Gate
Park, were enhanced by an oval
swimming pool, terraces, patios,
statues and fountains.
After his estate, Villa Montalvo,
was completed, Phelan became
restless. Believing what he often
said — "A statesman is a politician
who has been dead for six years"
— in 1915 he became the first U.S.
senator from California ever elect-
ed by popular vote.
During the turbulent Washington
years before and after World War
I, Sen. Phelan honed his skills as an
orator and influenced many pieces
Mercury News Library
The estate of Villa Montalvo in Saratoga, the dream home of Sen. James D. Phelan
of legislation. Among others who
appreciated this talent was Susan
B. Anthony, and her followers in
the Women's Suffrage Movement,
who were grateful to him for deliv-
ering a crucial speech on the con-
stitutional amendment allowing
women to vote.
An insight into the social side of
those Washington years was pro-
vided by his longtime friend Ger-
trude Atherton, who wrote in the
autobiographical "Adventures of a
Novelist ":
"Mr. Phelan's dinners were the
most remarkable in Washington.
He never invited anyone until the
day before, and nothing could in-
duce him to change his habit .. .
Mr. Phelan occasionally found
those he wanted, disengaged, but
more often he did not. Then he
called up at haphazard, and the
consequence was that deadly ene-
mies often sat at the same tables
— divorcees, political rivals, pro-
Allies-pro-Germans. Not that this
ever disturbed him!" In 1922, after
his senatorial term, Phelan toured
China, the Middle East and Eu-
rope. He selected many art trea-
sures along the way with which to
furnish Villa Montalvo, but at the
same time he acquired knowledge
of the way Europeans and others
fostered the arts.
For the next few years, numer-
ous celebrities were invited to the
200 -acre Villa Montalvo estate,
and Bancroft Library at the Uni-
versity of California, Berkeley is
the repository of the immense
Montalvo guest book. Recorded in
it are the signatures of Cornelius
Vanderbilt, the Duke and Duchess
of Alba, William Jennings Bryan,
Ethel Barrymore, and Franklin
Delano Roosevelt.
He was especially fond of the
celebrities who brought honor to
their home state of California. He
squired tennis champion Helen
Wills to the Saratoga Blossom Fes-
tival celebration and assigned one
room at the villa for the exclusive
use of Atherton, by then an inter-
nationally famous author. During
his 18 -year part -time residency at
Villa Montalvo, Phelan the philan-
'thropist contributed generously to
the Blossom Festival, the new H-
brary and the public tennis courts
of nearby Saratoga.
Atherton wrote: "James D. Phe-
lan was the wealthiest man in San
Francisco and its leading citizen.
He had doubled the fortunes left
him by his pioneer father, but al-
though no one enjoyed life more
than he, nor got more out of it, he
took an active interest in civic af-
fairs ... He was a man of strong
character, high ideals tempered
with worldly cynicism, a broad and
charitable outlook, and while one
side of his mind was intellectual,
with a great love of literature, par-
ticularly poetry, the other was
shrewd, far - seeing, financial."
This comprehensive summation
was borne out upon his death in
1930 at age 69 by his meticulously
written will. Since he left no direct
heirs, much of his fortune was
willed to close relatives, friends
and loyal retainers. Large sums
were left to churches, charities and
scholarships.
Near the end of the document he
specified that the property known
as Villa Montalvo be maintained'
as a public park and that the build-
ings and grounds be used for the
development of art, literature, mu-
sic and architecture by promising
students. He bequeathed the prop-
erty to the San Francisco Art Asso-
ciation, together with $250,000, the
income of which was used for its
maintenance.
One facet of Phelan's character
that Atherton didn't include in her
first impressions was his wry sense
of humor. The last paragraph of
his will stated: "I declare on my
honor that I have never been mar-
Tied and never have been a parent
of a child in or out of matrimony
and that no claim to the contrary
has ever been made by any one
during my life, but in case any one
claiming or pretending to be my
wife or child or grandchild should
establish such claim in any court
of competent jurisdiction to each
such person I give and bequeath
the sum of $50."
The death of the energetic and
genial James D. Phelan left Villa
L Mr. Phelan's
dinners were the
most remarkable
in Washington.
He never invited
anyone until the
day before, and
nothing could
induce him to
change his
habit. 9
— Gertrude Atherton
transferred to the local Montalvo
Association, a charitable trust.
Through the efforts of volunteers
Villa Montalvo continues to offer
scholarships, artist -in- residence
programs, exhibits, lectures, con-
certs, plays and many other cultur-
al opportunities for artists and
their audiences. The villa's 75th
anniversary was celebrated in
1987. Santa Clara County has taken
over the maintenance of the
grounds as a public park.
The legacy left by the enterpris-
ing Phelan & Son continues to ben-
efit successive generations of Cali-
fo
Montalvo empty for several years. rnians.
In 1939, the dormant villa came Villa Montalvo arboretum is open
alive again when the Montalvo to the public daily from 9 a.m. to 5
Foundation was launched under p.m.. The gallery hours are 1 to 4
the auspices of the San Francisco p.m. Thursdays and Fridays and 11
Art Association. a.m. to 4 p.m. Saturdays and Sun -
In 1953 the trusteeship was days.
C
0
Ia'
rrical background of our calendar homes can be found obp wre inside back cover.
OCTOBER 1988
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
31
Halloween
30
00
1040'//
i
V-1
�`v /' 1 � /-- --� � % -'� it �=� �; ,•�; � ,' ��
� � � �� ;,/ l / / ' 'tea+ -;�• � � '�
1• i �f
i I 1
.enter
II o
exit.
NOTES
EXISTING POLE BARRIERS OUT OF SCALE. REPLACE AS REOUIRED
APPROPRIATE SCALE
j� UNSAFE STAIRWAY
+ \ / ,•= TRAIL DANGEROUSLY NARROW, WIDLN TO x'
CORDUROY TRAIL SEGMENT
RECENT BLOINOYN(S); CRITICAL CREEK EROSION PROBLEM
1� 1 EIISTING FENCING (WOOD AND MESH) TOO CONSPICUOUS
I ' ® LIGHT COLOR OF CARRIAGE HOUSE ROOF IS UYERPOYERIXG
LIGHT IN THE F CARRIAGE
+ I ' EXISTING ORCHARD IS 75% DEAD, INVADING SHRUBS AND TREES
OVERTAKING HILLSIDE
�` • �' N\
100 200 000
r., RO. SCALE. 1 100'.4
NL BAY" I / ' •
BAY'
'3 OAK. :X
2 '� v,
f RDwD
• e Iii.' - RDwD:,
RD WD 0 �
J\T��� ®i;�ID,. - • JAN
❑
�_
P"
ORCHARD
+,\ 4��✓ (yLj L, 4 OAK
BATREET
D Er10 ,•'�\ 11 i -1 \P� •• - -_'
\ /
LEGEND
\/ +\ PA EXISTING TRAILS
ACM 0 ® (M EXISTING TRAILS WITH GREATEST POTENTIAL
FOR EN
FOR ENHANCED USE
1�OO POTENTIAL TRAIL LINK
PERIPHERAL TRAIL LINKAGE OR PATHWAY
�
"ENTRY ` \ \e WILDCAT CREEK
) t.
! I/ INTERN [TENT DRAINAGE PA77 ERN
EXISTING FENCE
EROSION PROBLEMS EVIDENT _
EXISTING VISTA POINT
jo
IIPOTENTIAL 1I11A POINT TO BE ENIOOICED
EXIT
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13777 FRUITVALE AVENUE • SARATOGA, CALIFORNIA 95070
(408) 867 -3438
MEMORANDUM
TO: Distribution DATE: 9 -18 -85
FROM: Director of Community Development
SUBJECT: VILLA MONTALVO MASTER PLAN /INFOP14AL CITY REVIEW
Because of the interest expressed.by the City,.Montal,vo.and their consul-
tants will be available for.an on -site meeting on.Tuesday,.October 1,
1985, at 6:00 p.m. for approximately one hour. The purpose of the meet-
ing is to brief the Planning Commission, Heritage Preservation.Commis-
sion and the City Council on proposed changes to the Mon.talvo grounds.
Enclosed is some backup materials for.your review prior to that meeting.
Robert S. Shook
Director of Community Development
RSS:cd
Enclosures
Distribution:
City Council
Planning Commission
Heritage Preservation Commission
City Manager -
F
Callander Associates
31 1 Seventh Avenue
San Mateo, CA 94401
415 375 -1313
Mr. Robert Shook
Director of Community Development
City of Saratoga
13777 Fruitvale Avenue
Saratoga, CA 95070
RE: Villa Montalvo Master Plan /Informal City Review
Dear Bob:
September 16, 1985
We sincerely appreciated the opportunity to provide you and Ms. Curtis with a verbal
progress report on the status of master planning efforts at Villa Montalvo over the
last several months. During that time we have conducted two public workshops in-
volving the neighborhood of the Villa as well as two meetings with the County Parks
and Recreation Commission.
At this time, before we proceed with completion of the master plan, we would like
to present our findings and have your staff, other City departments, various commis-
sions, as well as the Council review the study. You suggested possibly an informal
review of interested Commissioners and Council members.
The Montalvo Association would like to invite this group to a one -hour pre - meeting
review at the Pavillion Building of the Villa on October 1st at 6:00 PM.
This is a unique and complex project that has taken approximately 8 months of work
to develop a working draft for the report, to prepare several exhibits and, to present
findings at numerous meetings in our effort to develop this plan for maintenance,
rehabilitation and preservation of this valuable open space.
The purpose of this meeting would be to orient the Planning Commission, City Council
and Heritage Commission to the history of Montalvo and the activities that take place
there, along with a brief overview of the master plan. The agenda would be as follows:
6:00 - Introduction and background
6:15 Slide show of Montalvo (w /audio)
6:25 Orientation to master plan
6:40 Questions and discussion
We have attached a brief overview explaining current uses at Montalvo along with
several exhibits for distribution and review prior to the meeting. We hope with your
aide to define the future process for City review before finalization of the master
plan.
Landscape Architecture
Land Planning Peter Callander, ASLA, Principal
Environmental Design Margaret B. Fahringer, Associate
y
,J
Mr. Robert Shook
RE: Villa Montalvo Master Plan
September 16, 1985
Page 2
Please call if you have any questions or desire further background information at
this time.
cc: Gardiner McCauley, Montalvo Association
Phillip R. Boyce, Montalvo Association
Larry Norris, Director
Santa Clara County Parks & Recreation
Charles Rockwell, Senior Engineer
Santa Clara County
Enclosures: 1974 Traffic Study w/2 attached letters
Full Size Prints: existing conditions aerial,
preliminary plan dated 6- 13 -85, circulation
scheme C
List of addresses to copy people with agendas
concerning this project
20 copies of exhibits for 10 -1 agenda mailing;
175 acre area map, site analysis, trail
inventory, Preliminary Plan, proposed
circulation diagram
J
Callander Associates
Landscape Architecture
This unique 175 acre
Register of Historic
artist in residence
Page 1 of 2
9 -'6 -85
MONTALVO MASTER PLAN - USE OVERVIEW
open space, along with the Villa which is on the National
Places, has been used and preserved as a cultural center,
�etreat, arboretum and public park for over 23 years.
It is estimated that 100,000+ cars circulate through the property each year. This
number is based on daily guestimates made by Santa Clara County park staff, backed
by a 1974 CalTrans traffic study. An updated car count is currently being conducted
by the County to further verify these numbers. Additionally, the County estimates 2
to 3.5 persons per car for an estimate of at least 200,000+ visitors per year.
Of these 200,000+ visitors, approximately 12,300 attend the performing arts and special
events at Montalvo and 7,500 visit the Villa art gallery, with a substantial number
visiting the park for passive recreation such as hiking, jogging, biking, and sun-
bathing on the lawn, etc. Due to the physical constraints of the site and transition
from private estate to public park, there has always been a critical shortage of
parking which is one aspect this master plan addresses.
There are only 157 parking spaces available to the public (and up to 194 spaces when
the park is closed). On a typical summer weekend, over 1,000 cars enter the park a day.
in addition to those out for..a Sunday drive with no intention of stopping, many cir-
culate thru the meandering one way road system only to find no parking, forcing them
to exit and circle back around to Highway 9 to repeat the process.
There are approximately 40 cultural or fund raising events a year held with average
attendance from 80 to 250. Parking for these can be accommodated in the existing
spaces only if the facility is closed to other users. Another 12 events a year range
in size from 600 to 1,000 and an elaborate and costly logistics system, including
shuttle buses is required.
It is suggested that an inordinate amount of both Montalvo Association staff and
volunteer time and County time is spent dealing with traffic and parking that could
better be put to the maintenance of the grounds and buildings, which is greatly
needed for preservation of this historical site.
The master plan recommends three basic elements in improving this situation:
1) Establish an entry gate and charge a fee. This would generate
monies towards maintenance, and help reduce the number of cars aL
Montalvo to those who have come to use the grounds.
2) Provide more parking stalls. This would better accommodate those
attending small events and other users-without closing park or
turning people away. About 400 spaces would fully accommodate most
larger events without use cost of shuttle buses.
3) Provide additional exit road and parking at lower portion of site.
This would help preserve historic character of Villa by reducing
number of cars impacting the site, physically and visually, and
allow more flexibility in providing 2 exits from the property (both
for users and fire exit, etc.)
6
9
1
Page 2 of 2
9 -16 -85
Montalvo Master Plan - Use Overview
The current uses of Montalvo are considered to be at capacity and there is no
intention of increasing numbers or sizes of events. The recently adopted ten year
goals of the Montalvo Association are decidedly aimed at financial stability and
improving the quality of both programs and grounds at Montalvo.
A wealth of information regarding uses and needs at Montalvo is more fully outlined
in the wcrking draft of the master plan report and the Montalvo Association's ten
year plan that can be made available at a later date.
r
.
1�a�„ Cf�e_pa�,�lc (dr� aw�s� ,
J
�'�'I �cMri� &'FaPAsiwiJ. ���"'�''
Who will pay to save
Montalvo and how much?
By Mari earners
How best to preserve Sara -
toga's outstanding scenic and
historic treasure, Montalvo, is
the issue in a current planning
process.
A closely related issue is who
is going to pick up the tab for
rehabilitation and maintenance
of the unique 175 -acre property,
which has been used as a cul-
tural center, artists' retreat,
arboretum and public park for
more than 23 years.
Tentative cost of the pro-
posed capital improvement pro-
gram for Montalvo is $3.8 mil-
_ lion. But who will pay, and how
much, remains to be settled.
Callandar Associates, which
is preparing the 10 -year- master
plan under contract with Santa
Clara County, passed out a draft
improvement plan at a meeting
at Montalvo last week atended
by members of the Saratoga
Planning Commission, Santa
Clara County Park and Recrea-
tion Commission, and Montalvo
Association executive commit-
tee.
It showed the costs split up as
follows: County, $2,614,000;
Montalvo Association, $280,300;
private donations and grants,
$965,800; total, $3,860,100.
However, the issue is far
from settled, Margaret Fahring-
er, associate planner with
Callandar, said.
The meeting last week was
just a study session. It remains
for Callandar to present the plan
formally before the County
Parks and Recreation Commis-
sion.
"Our job is to convince them
it merits county funding to pre-
serve the property," Fahringer
said. "The county does intend to
provide some funding. But there
is going to be a lot more discus-
sion."
A complication is that,
although the county hired the
planners, some aspects of the
plan must be approved by the
Saratoga Planning Commission
because the property is in Sara -
toga's city limits.
The improvements, particu-
larly the traffic improvements,
will have to go through the city's
use permit process, Fahringer
said.
On behalf of the county and
Montalvo, Callandar has sub-
mitted a use permit application
to the city, which faces Planning
Commission review. The city's
main concern is an additional
107 proposed parking spaces,
and circulation changes that
could affect the surrounding
neighborhood.
Planning Director Yuchuek
Hsia said last week that it will be
eight weeks before the Planning
Commission will be able to take
up the use permit.
Gardner MacCauley, direc-
tor of Montalvo, was surprised
by this information.
"A month ago they said it
should be done by now," he said.
�W The city will have to approve
the use permit before the master
plan — and the all- important
funding issue — can go before
the County Parks and Recrea-
tion Commission, and, simul-
taneously, the County Historical
Commission.
"The county has made some
commitmemt," MacCauley
said. "The issue is how much."
The recommendations of the
County Parks and Recreation
Commission and the County His-
torical Commission will go to the
Santa Clara County Board of
Supervisors, who will make the
final decisions.
MacCauley explained that
for more than 25 years, the
county has maintained the Mon-
talvo grounds in return for use of
the property as a county park.
The Montalvo Association has
maintained the buildings and
the arts program.
Last week's meeting concen-
trated on parking and traffic
circulation. The master plan
calls for providing an additional
107 parking spaces at Montalvo,
to bring the total to 300. The
Planners recommend establish-
ing an entry gate and charging a
fee to generate funds for mainte-
nance and help reduce the num-
ber of cars.
Parking would be provided at
the lower portion of the site to
help preserve the historic char-
acter of the Villa by reducing the
number of cars around it.
Current uses of Montalvo are
considered to be at capacity,
and there are no plans to in-
crease numbers or sizes of
events.
The purpose of the master
plan is to preserve the historic
character of the Montalvo prop-
erty and its buildings, Fahringer
said.
The Villa Montalvo was built
by Senator James Duval Phelan
in 1912 in what is usually known
as the California Mission style,
with a strong Italian renais-
sance influence.
Known for his love of the
arts, Senator Phelan died in
1930. His will said the estate was
to be maintained as a public
park, and the buildings and
grounds immediately sur-
rounding them were to be used
as far as possible "for the devel-
opment of art, literature, music
and architecture by promising
students."
Since 1953, the estate has
been held as a charitable trust
for the benefit of the public by
the Montalvo Association. The
Montalvo Center for the Arts has
been dedicated to carrying out
the wishes of the Senator and the
Montalvo Association has de-
veloped an arts program. It
includes an artist in residence
program for five students, sum-
mer concert and opera pro-
grams, indoor and outdoor thea-
ter productions, and art ex-
hibits.
More than 200,000 people visit
Montalvo each year.
A PALACE'S
HEYDAY
Former guest returns
for some reminiscing
By Millie Bobroff
1?0wena Myers of Rye, New
York, returned to Montalvo last
week, a weekend home to her
and her family during the days
that Senator James Duval Phe-
lan entertained guests at his
palatial estate.
Sitting in the main gallery of
the 19 -room Mediterranean -
style villa overlooking the
grassy slope leading to the
Temple of Love, the elegant, 83-
year -old woman said wistfully,
"Peacocks used to strut on the
lawn and the Temple of Love
was much more exposed. Why
did the swimming pool have to
be filled ?"
Myers (who later became a
drama critic for the San Fran -
CbW Chronicle) met Phelan
when her family was traveling
by train to Washington D.C.
First the mayor of San Fran-
cisco, then a United States Sena-
tor from 1915 to 1921, Phelan ap-
proached the restless little girl
in the parlor car and offered her
a silver dollar. She refused.
"For years, he teased me
that I was the only woman he
ever met who had a disdain for
the mighty dollar," smiled
Myers.
The Mason family became
part of a small group of Phelan's
friends who spent every week-
end in Saratoga, permanently
leaving their bathing suits and
robes in the house. Rowena
Myers would drive up with the
Senator from San Francisco,
each one reciting poems to one
another. A topic would be chosen
and the Senator and the young
girl would try to find a poem that
the other was not familiar with.
"He had a child -like side to
him," Myers recalled. "Every -
morning, the bell in my room
would ring and he would say,
'Child, are you awake ?' 'Now I
am,' I would answer. Then we
would hike up the hill behind the
house, first walking, then racing
one another from one spot to
another. On top of the hill, we
would try to point out something
in the valley that the other had
not spotted before.
"One time, the Senator or-
dered strawberries for lunch but
when they were brought to the
table, the chef had drowned
them in liquor," she continued.
"He left his guests, so did I, and
we went back to the kitchen
garden, squatted down on the
floor and ate fresh straw-
berries."
During the years that
Rowena Myers was a university
student at Stanford, she at-
tended many gala parties at
Montalvo. The top musicians,
writers, and artists were invited
for weekends. Plays were pre-
sented in the outdoor amphi-
theater. There were poetry
readings and concerts.
The Senator did not tolerate
dull people, those whose minds
weren't nimble," she said.
"Also, he would be offended if
guests would leave his house and
visit other Saratogans such as
(author) Kathleen Norris and
her husband Charles. Those
guests would never be invited
back."
Myers hinted that she often
heard racy conversation during
the weekends but refused to go
into detail. She did not speculate
on the relationship between
Phelan and author Gertrude
Atherton who was another one of
the permanent weekend house -
guests. Myers did say that
Atherton, a striking redhead,
recommended that Myers keep
her blond haircolor by washing
her hair with eggs and rinsing
A gathering place for society: a poetry award ceremony on Villa Montalvo's east terrace in 1926.
with Irish whiskey.
"The Senator was a moral
man, however," she continued.
"One time, a guest put his hand
on my knee while we were
watching a movie upstairs. I
complained to the Senator and
the next day, the guest was
gone. Also, the Senator refused
to have a certain play presented
at his house because of the
reputation of the leading lady."
The last time Myers saw Phe-
lan was when she and her hus-
band, an attorney, were living in
New York and Phelan was pass-
ing through the city. Gertrude
Atherton broke the news to her
of his death in 1930, coming to
their Fifth Avenue apartment to
tell her personally. They both
sobbed in each other's arms.
Please turn to page 21
Novelist Gertfude Atherton reads while California Poet Ian listen in Phelan's Garden Theatre at Villa Montalvo. The
Laureate Henry Meade Bland (center) and James Duval Phe- date was 1926.
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Crime report
A burglar or burglars en-
tered Saratoga High School the
night of April 24 and damaged
the school's alarm system.
However, a report from the
Santa Clara County Sheriff's
Department said nothing ap-
peared to have been taken.
A school employee reported
April 25 that someone had ap-
parently used a screwdriver to
remove a window pane. After
entering the school, the
burglar(s) cut off the alarm
system, according to the
Sheriff's report.
Officials speculated that
computers may have been the
target of the burglary, but the
report said none were missing.
The sheriff's office had no
suspects. The incident was being
investigated.
A 63- year -old Carmel Avenue
resident placed a .25- year -old
neighbor he said assaulted him
under citizen's arrest, the
Sheriff's Department reported.
The victim said he saw the
suspect get out of his car with
two dogs at about 6 p.m. April 25
and asked the suspect if he "had
a new dog." He said the suspect
then pushed him down into the
gravel driveway, causing cuts
and bruises.
According to a sheriff's
report, the deputy who re-
sponded to the scene informed
the victim that the officer could
not arrest the suspect - because
he had not seen it occur.
The victim went to the sus-
pect's house and placed him
under citizen's arrest, the report
said. The officer then issued a
citation to the suspect for
assault and battery, requiring
him to appear in court to answer
the complaint.
—Rob Vardon
Harley won't campaign
Saratoga City Council candi-
date Richard Harley, whose
absence has been noted at func-
tions where the -other seven
active candidates have been
present, announced last week
that he would not be cam-
paigning for one of three seats to
be filled at the June 3 election.
"I would like to stay in the
race and be an inactive candi-
date," Harley said.
A proponent of Route 85,
Harley explained that he de-
cided to run for office to make
sure a candidate that backed the
proposed freeway be available
to Saratoga's 19,961 registered
voters.
"I just wanted Saratoga resi-
dents to have a choice in the
matter," he said, adding that he
has learned that several candi-
dates who are "very capable"
back the freeway.
Harley said he would con-
sider himself a single -issue
candidate because "I think it's a
single -issue race."
The 33- year -old director of
planning and budgets for
ARGOSystems, Inc. who has
never held a public office said he
thought about running for city
council several years ago.
Harley said he attended city
council meetings and became
interested in the "process of how
it all happened."
At two forums sponsored by
local groups, Harley was a no-
show, thus triggering rumors
that like Saratoga City Council
candidate William Ivancovich,
he would not be campaigning for
election.
The terms of David P.
Moyles, Virginia Laden Fanelli
and Linda A. Callon will expire
in June. Moyles is the only in-
cumbent seeking re- election.
With Harley and Ivancovich
withdrawing from active par-
ticipation in the council race,
local residents have a choice of
seven active candidates to elect
to the council..
Candidate researches
Continued from page 4
tra traffic," she said.
Anderson is leery of regional
control of Saratoga and vows, if
elected, to discourage outside in-
terests from dictating policy and
land use in Saratoga.
She would like to see Sara-
toga retain its school sites in
preparation for a baby boom she
said her research reveals is on
the way.
Anderson, who considers her-
self an environmentalist, is
backed by Protect Our Environ-
ment, the group responsible for
getting Measure B on the ballot.
The measure is non - binding
advisory vote to block the con-
struction of the proposed Route
85 freeway on its 2.5 -mile trek
through Saratoga.
Anderson advocates the
inclusion of a light -rail transit
path on Route 85 or The An-
derson Alternative.
"Everybody wants us to cave
in on that one," she said.
Anderson is also a supporter
of supplemental police protec-
tion from the Santa Clara Coun-
ty sheriff's Department, which
would include having a resource
officer assigned to the schools to
work on preventing juvenile
crime.
Her affiliations include being
on the board of Little League
and an officer of her home-
owners association.
She has received an honorary
award from the PTA and has
been active in voter registration
drives.
She has never held public of-
fice.
"I'm an active person, I just
haven't been that active in
politics."
`Man in the middle'
Continued from page 4
A manager and consultant in
the semiconductor -and elec-
tronics industry, Christian said
fiscal responsibility is another of
his primary concerns.
Currently president of MCF;
Inc., Christian helps start-up
companies experiencing prob-
lems.
If elected to the council,
which would represent the first
time he has held public office,
Christian said he would look for-
ward to working with Saratoga
City Manager Harry R. Pea-
cock.
Christian, who worked on the
city's general plan review com-
mittee in 1978, said the city has a
poor design review policy.
That observation is shared by
other city officials who have be-
gun to address the design review
issue at public meetings.
Christian said he finds it
inevitable that Route 85 will be
built therefore its construction
"needs to be managed" by
competent individuals.
A Saratoga resident since
1970, Christian is president of
the Montalvo-Mendelson home-
owners group and is active in
boy scout troop No. 549.
CITY ELECTIONS
SUBSTANCE or "FLUFF "?
Think about it. Saratoga is like a large corporation. We have about 30,000 employees or shareholders and a budget
of $ millions. The City Council is our Board of Directors. They make decisions that affect our daily lives... probably to
a much greater degree than any other government entity.
The City Council is responsible for our General Plan, selecting and administering our services and protection. They de-
termine who, how, where, why and how much we build... even determining the esthetics such as personal taste issues
such as neighborhood congruity. They hire, fire and are responsible for the City Manager, the City Attorney, and the
entire City staff. They even interpret issues and determine if it is really an issue - much to the delight of some and dis-
may of others - such as the non - building initiative in the upcoming election.
Truly, the City Council is a big part of the daily lives of the people of Saratoga... and this Council is made up of people -
people that you and I elect.
Our City elections warrant more public scrutiny of the candidates than any other level of our political process. Why?
-Lack of record._ Our candidates are near the political entry level and often have little, if any, past public records
upon which we can base our decisions. Yet, the time to determine how one reacts "under fire" is best done "before
the siege ". Therefore, we all have the responsibility to learn everything we can about our candidates.
Look at the records, platforms and abilities of our candidates. Put them "under the magnifying glass ". Ask yourself -
"do I want this candidate to run my company? To make decisions that I pay for and must follow? Do they have the busi-
ness skills to run a large corporation, yet the humanity to understand that their decisions affect people - you and me ?"
Due to policy enacted by our current City Council, during their four -year City, Council term, each person elected on
June 3, will also serve as the Mayor of Saratoga for one year. Ask yourself - does your candidate have the requisite
skills to run a major corporation, as the Chairman of the Board?
Finally, make your decision - and VOTEI
Regardless of your political affiliations, your stances for and against, from the "good old boy system" politics down
to the "real" issues - all are for naught if you do not vote.
So Come on Saratoga - who will be your next Chairpersons, of the Board ? ??... the quality of the decision is solely
determined by you and me... are we up to the task?
GREG Lt BETTY ANN GRODHAUS
A grand old house's heyday
Continued from page 5
"Gertrude Atherton never
set foot in Montalvo again and
neigher did I for many, many
years," Myers sgid. "I was
shocked that the Phelan family
tried to turn Montalvo into a con-
vent when they knew the Sena-
tor had expressed a desire that it
be a place for writers and ar-
tists. He always said the gar-
dens were too `voluptuous'.
"It is still painful for me to
return even now, but I'm happy
that artists and writers are liv-
ing here and fullfilling his
wish."
One of Senator Phelan "s huge parties breaks up and the crowd fans out across the lawn at Villa
Montalvo.
At Villa Montaloo —The hills go down to the east and the hills go up to the west, and here between bay
and ocean is a place where man can rest. George Sterling
Villa Montalvo
End of Montaloo Road, Saratoga
One of the last of the great estates that
once dotted the Santa Clara country-
side, Villa Montalvo, a magnificent
Mediterranean mansion with sur-
rounding estate, stands as an appro-
priate memorial to James Duval Phelan
for many years considered "the fore-
most citizen of California."
Son of an ambitious Irish immigrant
who came to San Francisco during the
gold rush and made a fortune as a
trader, merchant, and banker, Phelan
was the epitome of a somewhat unusual
American phenomenon, the California
Irish gentry. Young James, born to the
privileged world of great wealth, was to
become mayor of San Francisco and a
United States Senator. A "man of taste
and learning" who would have pre-
ferred to be a poet, Phelan deferred to
the wishes of his father and gave up his
literary aspirations to become a partner
in the family real estate and banking
business, in time more than doubling its
assests.
Cora (Mrs. Fremont) Older, wife of
the crusading San Francisco newpaper
editor and herself a noted writer, re-
membered James Phelan as San Fran-
cisco's greatest host after the death of
i
banker William Ralston. According to
her, Phelan was "the city s most eligible
bachelor," who financed talented Cali -
forma playwrights, artists, and sculptors,
filling Montalvo with their creations.
"There never was anyone like him,"
she claimed.
During his three terms as mayor of
San Francisco, Phelan created a new city
charter, instituted public ownership of
utilities and many other farsighted re-
forms. He has been pictured as a Ren-
aissance prince of the Victorian age who
used his fortune to lead California to
greatness. But two years of labor troub-
les plagued Mayor Phelan's third term
and he did not run again.
The Olders and Phelan decided to
buy some property in the sun - splashed
Santa Clara Valley. Their plans were for
something rustic —much like the ranch
Cora and Fremont Older were to build a
few miles from Montalvo. Phelan at
first envisioned "a little box in the
country," which would eventually
prove to be majestic Villa Montalvo,
named for the sixteenth century Span-
ish writer who first coined the name
"California."
In 1911, having abandoned plans to
join forces with the Olders, James Phel-
an purchased 160 acres in the Saratoga
foothills and embarked upon his Villa
Montalvo project, which was remark -
bly elaborate even for those preten-
tious times. Like other wealthy Califor-
nians he was probably looking forward
to entertaining European guests during
the upcoming Panama - Pacific Interna-
tional Exposition of 1915.
Construction was begun on the 19-
room mansion in 1912. As supervising
architect, Phelan had chosen William
Curlett a designer of one early ver-
sion of San Francisco's pre -quake City
Hall as well as, appropriately the Phel-
an Building in that city. Upon Curlett's
death in January 1914 his son Alex
Curlett and their partner Charles E.
Gottschalk took over the completion of
the sandstone Villa Montalvo. John
McLaren, Golden Gate Park's great
landscape designer, laid out the grounds
replete with hidden nooks and wis-
teria- covered pergolas.
Phelan was off in Europe promoting
international participation in the 1915
Fair and selecting from Europe's finest
art treasures for his mansion and gar-
dens. In Granada he purchased the
splendid antique carved wooden doors
that stand at the entry. He even ar-
ranged for a fine Italian craftsman to
come to Montalvo to carve a variety of
honey -toned woods— Georgian euca-
lyptus in the lofty arched hallway, Cir-
cassian walnut for the adjoining library
walls. Here paintings by California's
most noted artists were to be hung
along with those of Peel and Domergue.
Late in 1914 the doors to Villa Mon -
talvo opened to the first of many cele-
brated guests. That same year James
Duval Phelan became the first United
States Senator from California to be
elected by popular vote. He took office .
in March of 1915 and served with ap-
parent distinction in Washington, D. C.,
until 1921 when he, a Democrat, was
defeated amid the Republican landslide
that put Warren Harding in office.
After nearly two years traveling
around the world Senator Phelan re-
turned to Montalvo where he indulged
�U� tau (fah, 1 t 7E
In March 1915 Vice President Thomas W. Marshall (in the wicker chair) was entertained at Villa
Montalvo by Senator James D. Phelan (to Marshall's right). The party, which included Secretary of the
Navy Franklin D. Roosevelt ( front row, 6th from right), were at Montalvo during a weekend break
from the Exposition in San Francisco.
his party- loving penchant to the fullest.
He seemed to crave the company of the
artistically accomplished, especially
those who had brought fame to his na-
tive state, much as in his earlier San
Francisco years he had enjoyed the styl-
ish Telegraph Hill salons frequented
by the city's bohemians.
Novelist Gertrude Atherton, Phelan's
constant companion of later years, had
her own room in the Villa at the top of
the stairs. For 15 years she was the
honored guest at many of Phelan's
lavish house parties. In his last years
James Phelan's favorite guest was the
beautiful young tennis star Helen Wills,
according to Mrs. Atherton; she said he
showered attention on the statuesque
six -time Wimbledon champion who
had brought worldwide notice to Cali-
fornia. Still, Gertrude Atherton main-
tained she was sure that Phelan loved
California more than any human being.
Phelan's death at Villa Montalvo on
August 7,1930 was followed by the
"largest and most imposing funeral ever
seen in San Francisco," according to
newspaper accounts. His multimillion
dollar estate was generously appor-
tioned among all those he loved. The
two largest bequests were a million
dollars to establish the James D. Phelan
Foundation, the income to be expended
solely for charitable purposes to the
poor. The other was the gift of Villa
Montalvo to the San Francisco Art
Association along with $250,000, the in-
come of which was to be used to main-
tain the property as a public park. The
buildings and grounds were to be used
as far as possible for the development of
art, literature, music, and architecture
by promising students.
After standing dark for many years
after Phelan's death, Villa Montalvo at
last does serve as a center for the arts
under the sponsorship of the Montalvo
Association. Today, resident artists live
and work on the magnificent estate as
envisioned years ago by the imagina-
tive, generous James Duval Phelan.
XI
t,yt`.
MONTALVO HISTORY
rwn. d11011tatvo
Villa Montalvo, summer home of the late U.S. Senator and San Francisco Mayor, James D. Phelan,
is located in the foothills of the Santa Cruz Mountains above Saratoga, at an elevation of 800 feet.
The entrance gates are about one -half mile from the center of Saratoga on the Los Gatos Road. Built
in 1912, the Villa is a nineteen room Medlterranean -type structure set in the midst of an estate of 175
acres, a large pars of the grounds Is beautifully landscaped with formal gardens and dramatic trails
to lookout points on the hillside. The Villa Is open daily from 1 to 4 PM, except Monday, with a small
admission charge on Saturday and Sunday. The grounds are open to the public without charge seven
days a week from 8 AM to 5 PM.
In accordance with Senator Phelan's wishes as expressed in his will, Montalvo has been converted
into a center for creative activities in the arts, conducted on a non - profit basis under the trusteeship
of the Montalvo Association. Monthly exhibitions by artists are shown in the three galleries on the
main floor of the Villa. Concerts, plays, and lectures are given In the Carriage House Theatre and the
outdoor amphitheatre. Classes are conducted throughout the year in painting, sketching, sculpture,
ceramics, and crafts.
Completely furnished apartments are ayailable for writers, artists, musicians, and others with
approved creative projects. Applicants fdr residence should write to the Montalvo Association, P.O.
Box 158, Saratoga, California 95070, far further information.
The Villa takes its name from a novel written in the early sixteenth century by the Spanish author,
Garcia Ordonez de Montalvo. His book, "Las Sergas de Luy Eslorzado Caballero Esplandian,"
describes a tribe of Amazons living on 19n Island fabulously rich with gold and jewels. It was called
California and was "at the right hand of the Indies ... very close to that part of the Terrestrial
Paradise." The State of California is named for Montalvo's Imaginary island. His Amazon queen was
described as riding on a gryphon (also +spelled griffin or griffon), a mythological creature with the
beak and wings of an eagle, and the body, four legs, and tail of a lion. Senator Phelan put carved
gryphons on top of several entrance gates and used them eleswhere in the Viila's decor. Their use Is
doubly appropriate because, in mythology, gryphons are guardians of all types of treasure and
Senator Phelan considered Montalvo his favorite possession.
The grounds of Montalvo are maintained as an arboretum by the Santa Clara County Parks and
Recreation Department and have been planted with many rare trees and shrubs. Montalvo is also an
official bird sanctuary; as many as 41 species have been observed in a single day, and probably 65 or
70 species can .be seen during a year.
Montalvo's varied program is made possible by the dedicated work of many volunteers. Montalvo's
continuing ability to serve the community depends to a large extent on the support of interested
persons who are Invited to become members of the Montalvo Association.'
Montalvo Center for the Arta
P.O. Box 158, Montalvo Road
Saratoga, California 95070 �<
(408) 867 -3421
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San Jose Mercury News ■ Wednesday, February 3, 1988 • Extra 3 5
History
Father and son left rich legacy for Bay Area, state
By Mardi Bennett
Special to the Mercury News
The story of James Phelan Sr.
and son proves that "one man can
make a difference," especially if
he is bright and energetic and has
a son molded in his image. The
difference they made left a legacy
of incalculable value to genera-
tions of Northern Californians.
The story begins in the 1820s
when Irish -born James Phelan ar-
rived in the United States at age 6.
Later, as a young businessman liv-
ing in Cincinnati, he heard of the
discovery of gold in California and
shipped three cargoes of merchan-
dise to San Francisco. He made it
to the city in 1849, but only two of
the ships bearing his cargo did.
Even so, he managed to start a
thriving trade in Gold Rush coun-
try.
James Phelan put much of his
profit into San Francisco real es-
tate. By 1859, he felt in "sufficient-
ly comfortable circumstances" to
marry another first - generation Ir-
ish woman, Alice Kelly. Their son,
James Duval Phelan, was born in
1861.
Gaining recognition as an enter-
prising merchant of San Francisco,
he had built the multi-story Phelan
Building in 1860 on land now
known as 760 Market St. The land,
in 1854, had cost him $6,125. By
1869 he was worth $2 million.
When James Phelan Sr. died in
1892, young James took over the
family business, the banking firm
of Phelan and Son. It included the
First National Bank of San Fran-
cisco, the First National Bank of
San Jose, Mutual Savings in San
Francisco, and the Bank of Santa
Cruz County, all founded by his
father.
During the next few years, the
man often referred to as "James
Phelan's son" established a solid
reputation as an able financier. He
also became known as an advocate
for the arts and as a crusader for
the improvement of San Francisco
and the reform of its political sys-
tem.
In 1896 he was elected mayor
and remained in office until 1902.
During his term he began plans for
the Hetch Hetchy water system to
provide the city with a dependable
supply of water.
Immediately after the 1906
earthquake the former mayor was
conscripted as the president of the
Relief and Red Cross Funds. He
added $1 million of his own funds,
which was a godsend when it was
discovered that the underground
vaults of the San Francisco banks
were still too hot to handle.
Soon after the quake, the Phelan
Building was one of the first to be
rebuilt. Phelan wanted to prove
that what had been destroyed was
only the city's shell, that the spirit
was still there. Later, he helped
initiate the building of the city's
impressive City Hall and Civic
Center.
In 1911 Phelan bought land 50
miles south of San Francisco and
began plans to build his dream
house: an Italian villa near the
foothills between Los Gatos and
Saratoga. Its expansive gardens,
planned by John McLaren, long-
time supervisor of Golden Gate
Park, were enhanced by an oval
swimming pool, terraces, patios,
statues and fountains.
After his estate, Villa Montalvo,
was completed, Phelan became
restless. Believing what he often
said — "A statesman is a politician
who has been dead for six years"
— in 1915 he became the first U.S.
senator from California ever elect-
ed by popular vote.
During the turbulent Washington
years before and after World War
I, Sen. Phelan honed his skills as an
orator and influenced many pieces
Mercury News Library
The estate of Villa Montalvo in Saratoga, the dream home of Sen. James D. Phelan
of legislation. Among others who
appreciated this talent was Susan
B. Anthony, and her followers in
the Women's Suffrage Movement,
who were grateful to him for deliv-
ering a crucial speech on the con-
stitutional amendment allowing
women to vote.
An insight into the social side of
those Washington years was pro-
vided by his longtime friend Ger-
trude Atherton, who wrote in the
autobiographical "Adventures of a
Novelist ":
"Mr. Phelan's dinners were the
most remarkable in Washington.
He never invited anyone until the
day before, and nothing could in-
duce him to change his habit ...
Mr. Phelan occasionally found
those he wanted, disengaged, but
more often he did not. Then he
called up at haphazard, and the
consequence was that deadly ene-
mies often sat at the same tables
— divorcees, political rivals, pro-
Allies-pro-Germans. Not that this
ever disturbed him!" In 1922, after
his senatorial -term, Phelan toured
China, the Middle East and Eu-
rope. He selected many art trea-
sures along the way with which to
furnish Villa Montalvo, but at the
same time he acquired knowledge
of the way Europeans and others
fostered the arts.
For the next few years, numer-
ous celebrities were invited to the
200 -acre Villa Montalvo estate,
and Bancroft Library at the Uni-
versity of California, Berkeley is
the repository of the immense
Montalvo guest book. Recorded in
it are the signatures of Cornelius
Vanderbilt, the Duke and Duchess
of Alba, William Jennings Bryan,
Ethel Barrymore, and Franklin
Delano Roosevelt.
He was especially fond of the
celebrities who brought honor to
their home state of California. He
squired tennis champion Helen
Wills to the Saratoga Blossom Fes-
tival celebration and assigned one
room at the villa for the exclusive
use of Atherton, by then an inter-
nationally famous author. During
his 18 -year part -time residency at
Villa Montalvo, Phelan the philan-
'thropist contributed generously to
the Blossom Festival, the new li-
brary and the public tennis courts
of nearby Saratoga.
Atherton wrote: "James D. Phe-
lan was the wealthiest man in San
Francisco and its leading citizen.
He had doubled the fortunes left
him by his pioneer father, but al-
though no one enjoyed life more
than he, nor got more out of it, he
took an active interest in civic af-
fairs ... He was a man of strong
character, high ideals tempered
with worldly cynicism, a broad and
charitable outlook, and while one
side of his mind was intellectual,
with a great love of literature, par-
ticularly poetry, the other was
shrewd, far - seeing, financial."
This comprehensive summation
was borne out upon his death in
1930 at age 69 by his meticulously
written will. Since he left no direct
heirs, much of his fortune was
willed to close relatives, friends
and loyal retainers. Large sums
were left to churches, charities and
scholarships.
Near the end of the document he
specified that the property known
as Villa Montalvo be maintained
as a public park and that the build-
ings and grounds be used for the
development of art, literature, mu-
sic and architecture by promising
students. He bequeathed the prop-
erty to the San Francisco Art Asso-
ciation, together with $250,000, the
income of which was used for its
Montalvo empty for several years.
maintenance.
In 1939, the dormant villa came
One facet of Phelan's character
alive again when the Montalvo
that Atherton didn't include in her
Foundation was launched under
first impressions was his wry sense
the auspices of the San Francisco►
of humor. The last paragraph of
Art Association.
his will stated: "I declare on my
In 1953 the trusteeship was
honor that I have never been mar-
ried and never have been a parent
of a child in or out of matrimony
and that no claim to the contrary
has ever been made by any one
during my life, but in case any one
claiming or pretending to be my
wife or child or grandchild should
establish such claim in any court
of competent jurisdiction to each
such person I give and bequeath
the sum of $50."
The death of the energetic and
genial James D. Phelan left Villa
i Mr. Phelan's
dinners were the
most remarkable
in Washington.
He never invited
anyone until the
day before, and
nothing could
induce him to
change his
habit. 9
— Gertrude Atherton
transferred to the local Montalvo
Association, a charitable trust.
Through the efforts of volunteers
Villa Montalvo continues to offer
scholarships, artist -in- residence
programs, exhibits, lectures, con-
certs, plays and many other cultur-
al opportunities for artists and
their audiences. The villa's 75th
anniversary was celebrated in
1987. Santa Clara County has taken
over the maintenance of the
grounds as a public park.
The legacy left by the enterpris-
ing Phelan & Son continues to ben-
efit successive generations of Cali-
fornians.
Villa Montalvo arboretum is open
to the public daily from 9 a.m. to 5
p.m.. The gallery hours are I to 4
p.m. Thursdays and Fridays and 11
a.m. to 4 p.m. Saturdays and Sun-
days.
LegaFon of a
tiv e
lush and lovely 175 -acre estate combining
the vitality of the arts and the peaceful am-
bience of a park, Villa Montalvo is an
historical landmark built in 1912 by James Duval
Phelan (1861- 1930), a passionate Californian who
had been a three -term progressive mayor of San
Francisco and would shortly become the first
popularly, elected U S. senator from California.
NestlpJd
against the
foot of the z
Santa Cruz
ar
Mountains
near San
Jose and
set 800
feet up %+ !
amid the �►^
splendor t
of some
of the -
Bay Area's
most beautiful country, the Mediterranean -style
villa, with its attendant guest cottage and octagonal
carriage lhouse, overlooked Northern California's
richest fruit orchards and the southern tip of San
Francisco Bay. Villa Montalvo was Phelan's favor-
ite home. a center of artistic. political and social life
in Northern California. But his favorite guests were
not the political and business leaders who were his
peers and colleagues: they were the artists, for
whom he had a particular fondness, and whose
progress .he delighted in encouraging. Many had
names w* readily recognize: Edwin Markham, Jack
London, Gertrude Atherton. Douglas Fairbanks,
Joaquin Miller and George Stirling were a few.
When he died in 1930. James Phelan left Villa
Montalvo to be used as "a public park open
under reasonable restrictions" and "as far as
possible for the development of art, literature.
music and architecture
So today, while bountiful orchards have been
replaced by a booming metropolis known around
the world as Silicon Valley. nerve center of today's
and tomorrow's technologies, visitors to Villa Mon-
talvo will still find a thriving refuge for the arts. the
special legacy of a native son.
MONTALVO
ilia Montalvo is named for a popular
sixteenth - century Spanish writer, Garcia
Ordonez de Montalvo, who is responsible
for coining the name, California. In one of his
fables, he described an island rich with gold and
jewels, peopled by Amazons whose queen he
called Califia. He named their fabulous island
California, thus providing the inspiration for
Spanish explorers to so dub this magnificent land.
Montalvo 's Amazons
rode griffins, mythical
winged guardians of
great treasures. So
griffins can be found
throughout Villa Mon-
talvo. standing guard
over James Phelan's
treasure to this day.
CENTER FOR THE ARTS
The Villa. the Carriage House Theatre and the
Guest Cottage provide a working retreat and
residences for artists, musicians and writers.
An art gallery and gift shop occupy the main rooms
of the villa. Classical and jazz concerts. theater,
dance, and storytelling are presented in the Car-
riage House Theatre and outdoors in the Lilian Fon-
taine Garden Theatre and on the Front Lawn
Poetry readings take place regularly in the Pi I-,
a recent ad-
dition. A
variety of
workshops,
lectures and
competitio
are held
from time
to time.
ARBORETUM
Most of the Villa
Montalvo estate
has been made
into an arboretum and
Audobon Society bird
sanctuary. Several miles
of nature trails,
offering spectacular
views of the Santa
Clara Valley, trace hill-
sides forested with
great oaks, redwoods, firs and other trees. There
are several small creeks, and formal gardens con-
tain many rare plants. On a good day the sharp -
eyed visitor will see varieties of lizards, squirrels
and other small wildlife, deer, and more than 60
species of birds The arboretum is maintained by
the Santa Clara County Parks and Recreation
Department through a special arrangement with
the Montalvo Association.
ARTISTS IN RESIDENCE
villa Montalvo s Artists -m- Residence Pro-
gram. established in 1942. is one of the
oldest in the United States. Its unique char -
acter—a peaceful woods - and - gardens setting n a
metropolitan center, within reach of major educa-
tional and cultural institutions —makes Villa Mon-
talvo particularly appropriate for this kind of pro-
gram. The Center maintains five studio apartments
and two painting studios for the use of visual
artists. musicians
and writers, pro-
viding an invaluable
working retreat for
the development of
specific creative
projects.
LIVELY ARTS
early the full
range of the
performing
arts is explored at
Villa Montalvo.
Chamber music, other small ensemble, and solo
concerts are presented in the winter and spring
Grand opera and classical symphonies accent the
summer outdoor season, with traditional and
modern jazz for counterpoint. Master storytellers.
modern Merlins in a new -old art rapidly gaining in
popularity and critical acclaim. hold audiences
spellbound. There are legitimate stage produc-
tions. And dance has recently joined the Montalvo
repertoire.
ART EXHIBITIONS
he main rooms of the Villa are devoted to ex-
hibltfons of new talent. assts In residence
and special themes. From time to time. Mon-
talvo also hosts small touring exhibitions of major
artists.
LITERARY ARTS
Montalvo maintains a modest, bu! active,
literary arts program Open poetry read-
ings are held regularly_ The Montalvo
Poetry CompeP-
tion, extendi g
the West Co sl
states and
Nevada, is c n
ducted biennial
Writers' work-
shops and
classes led 'Ify
professional 9 a
offered at lust
once a year.
SUPPORT
The Montalvo Association, trustee of the Villa
Montalvo estate, is supported by the dues of
about 1 ,000 members: individual, foundation
and corporate gifts, a modest endowment: special
programs of the Montaivo Service Group, a
volunteer auxiliary. other fund- raising events: and
the income from arts programs. We invite you to
join the Montalvo Association and support this Bay
Area treasure.
BOOK AND GIFT SHOP
The Griffin Shop offers art, ga•der and children s books,
handmade articles from the Service Group crafts wo-ksnops,
and a selection of gift cards and other gift items. The shop, on
the main floor of the Vil +a. Is open during gallery hours.
TOUPS
Guided tours of the Villa. Carnage House and upper gardens
Including an audio- visual Introduct,on to Villa Montalvo, are
available for groups by arrangement Please call or write the
business office for details.
PARKING
There are four small barking tots distributed about the at.
boretum. Because of the limned parking avai:ab!e, we invite you
to carpoo� to events at Montalvo. Off -site parking with free shut-
tle bus service is provided for events involving more than 400
people
HANDICAPPED ACCESS
Parkmg for disabled v,snors is available just off the main en-
trance to the Villa . on the right side of the budding . and in front of
the Pavilion, just to the left of the office. Most areas are acces-
sible to wheelona-s Please note that muc'r of Ire grounds is
sicced
PHOTOGRAPHY
Visitors may !ake ohotooraphs in the buildings and outdoor
performance spaces, except during performances. Tripods and
flashbulbs are not allowed indoors but flashcubes and elec-
tronic units are acceptable There is a fee !or commercial
photography in the buildings or on the grounds.
RENTALS
The V Ila, Carrlace House Theatre and Pavilion are available
for business meets -as, seminars, etc for wedding ceremonies,
acd'or arts programs by mdebendent organizations. For infor.
mation, Conraot the business office
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