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The Statehood Movement: 100 Years of Evolution

Report presented during Puerto Rico Week, in "la Casa de América" (the House of America), Madrid.
Panel: The Cultural-Political Future of Puerto Rico

by Gonzalo F. Córdova

November 4, 1998
©Copyright 1998 G. F. Córdova

Within a few days of the beginning of the Spanish-American War, the Autonomic Cabinet published a manifesto affirming that Puerto Rico would never renounce the Spanish flag and would forge ahead for a victory. The Cabinet was comprised of local followers of the peninsular monarchical Fusionist Liberal Party and by republicans from the Island's Historical Autonomist Party. Luis Muñoz Rivera directed the Fusionists, while José Celso Barbosa took charge of the Historical Autonomists. Due to the pressure of the naval blockade, the Spanish government on the island began to weaken. The Institute of Volunteers (a group made up of those who favored Spain), which had been one of the main pillars of society, disintegrated in an alarming fashion. The American invasion took place on July 25th, and by the 12th of August, the hostilities had ended.

So began the process of sovereignty change. Leaders began to adapt to the new political realities. The Historical Autonomists, with Barbosa, drew up a document on August 27th upholding American sovereignty and also aspired to make Puerto Rico a state of the "Union, in order to affirm the personality of the Puerto Rican people". Muñoz Rivera (Fusionist) declared himself to be in favor of statehood in the New York Herald and called the United States the "new fatherland". Evaristo Izcoa Díaz, allegedly pro-independence, wrote to President William McKinley and informed him that the Spaniards "when they departed, left us with their language, some of their traditions and many of their vices" and that the people had "received as heavenly envoys the saving troops of the American Union, who had broken the chains of slavery to a degenerate and immoral country once and for all". The letter continued, "The people of Puerto Rico come before you for the first time, and solemnly bestow upon you their most sincere pledge of unity and affection for the new Fatherland which now redeems them..."

In a newspaper interview, Eugenio M. De Hostos declared that Puerto Rico should be an American territory and not just a colony with ample autonomy; that we should be first-class Americans, and not second-class citizens as in the days of Spanish rule. At the White House, Muñoz Rivera pointed out to President McKinley "that all Puerto Ricans" were "addicted to the American Union." Later in San Juan, he affirmed that "in order for us to be good and loyal Puerto Ricans, we cannot be, we must not be, we do not want to be, by any means and without reservation, anything but good and loyal Americans."

The reason why Barbosa and his followers of the Historic Party founded the Puerto Rican Republican Party on July 4th, 1899, was not because the leaders were dazed by the governmental institutions of the United States, neither was it due to the country's great economic strength nor to Barbosa's Americanization"during his time of studying medicine at the University of Michigan. The factors which forged the ideal of Puerto Rican statehood can be found in Spanish republicanism during the second half of the 19th century, whose main ideologist was the Catalan federalist Francisco Pi y Margall. The majority of the members of the Autonomist Party of 1887 were federalist republicans. For their leader Román Baldorioty de Castro, "federative assimilation" was "the autonomy of the province" of Puerto Rico. For that reason, the majority of our political leadership at the beginning of the 20th century believed in the ship of federated statehood. Muñoz Rivera led the American Federal Party since October 1, 1899. Thus, among the Island's politicians, there was a consensus regarding what the status, or rather, the definitive political condition of the island should be. Republicans and federalists enthusiastically accepted annexation to the United States. Unfortunately, however, they were divided by procedures, personalities and past actions.

Although the Puerto Rican political leadership and other liberals in Washington -- among them, Senator Joseph Foraker -- wanted a territorial government (which included American citizenship), the charter which was approved followed the parameters of the conservative mentality which reigned in the United States at that time. Puerto Rico had an illiteracy rate of 85% of its population (65% in Spain), and it was considered that the island was prepared neither for independence, nor for broad self-government. The Foraker Act was an American version of the Spanish special laws of 1837. This Act changed Puerto Rico into an unincorporated territory, free from the responsibility of paying federal taxes.

The Republican Party was supported by the professional class, the middle class, the artisans and the Blacks. The Republican Party obtained the legislative majority from 1900 to 1904 and had the responsibility of using their limited powers granted to them by the Foraker Act to help administrate the Island together with a governor appointed by Washington. The Republicans had the difficult and delicate task of adopting the American political system to the colonial reality of the Island. During those four years, the legal foundations for 20th Century Puerto Rico were approved. The most significant legislation included: trial by jury; writ of habeas corpus; beginnings of the first labor legislation; freedom of religion, speech and the press; the political, civil, penal, criminal and procedural codes; tax law; the new electoral law which granted a vote to the illiterate; Spanish and English as official languages; the establishment of the public school system, and scholarships to study in the United States; the establishment of industrial schools and the University of Puerto Rico; the position of official historian of Puerto Rico; and the creation of the Island police force.

In 1904 the Union of Puerto Rico (the reorganization of the Federal Party) won the elections and the Republicans became a legislative minority. From 1906 to 1914 the Unionists swept the elections, removing Republicans from the legislature. Nevertheless, the Republicans maintained a dozen and a half mayoral seats, from a total of approximately 60 municipalities. The laws approved by the Unionists generally continued with what was already legislated by the Republicans.

Barbosa continued his political battle via his newspaper, El Tiempo. He never believed in Puerto Rican independence, and he detested domination by political bosses, militarism and the unending revolutions which destroyed Spanish-American republics. He believed that the government system of Anglo-Saxon nations was vastly superior to that of Latin nations. For Barbosa, Americanization was not incompatible with island patriotism, but rather it was the vital instrument by which to obtain social justice and economic progress. For him, political unity with the United States did not imply dissolving the cultural personality of the Puerto Rican people. Political assimilation was not synonymous with cultural assimilation. He was convinced that Calderón's native tongue could coexist with that of Shakespeare, thus creating a more educated and dynamic people. It was not his objective to erase the positive aspects of Spanish heritage in Puerto Rico, as many have said so many times.

During the first two decades, the Republicans battled endlessly to obtain American citizenship and greater political power. The Republicans found an important ally in Santiago Iglesias. Since 1896, this Spaniard, admirer of Pi y Margall and refugee of Weyler's Cuba, dedicated himself to organizing a labor movement with the help of the American Federation of Labor. In 1915, he founded the Socialist Party, forging an electoral force principally among the rural proletariat. In US citizenship, the Socialists saw a guarantee of economic and political freedom. In bestowing the Jones Act upon Puerto Rico in 1917 which, among other things, granted American citizenship, the Socialists entered into the legislature and mayoral seats and progressively changed the politics. The red flags greatly frightened the Unionist leadership and the sugar and tobacco industries, as well as the needle-making industry. Washington was also concerned. The Republicans and Socialists began to seek political agreements.

José Tous Soto was the president of the Republican Party and since 1920, he had been negotiating a political understanding with Iglesias. After a trip to Washington in 1924, he formed an alliance with the Unionists, with the governor's approval. As, at that time, the Unionists had in their political program a form of commonwealth, the Republicans became divided. Rafael Martínez Nadal took the leadership, defending statehood due to its ideological abandonment by Tous Soto. The Pure Republican Party was founded, and formed a coalition with the Socialists.

Martínez Nadal dedicated his life from 1924 until his death in 1941, to consolidating statehood ideal. In spite of having lived in Barcelona between 1891 and 1904, there was never a more authentic, creole leader in the history of Puerto Rico than he. For him, statehood was not a matter of dollars and cents, but a legitimate desire for freedom. From Senate leadership (1933-1940) and together with Iglesias in Washington, the first statehood bill was introduced. It had congressional hearings in 1935, after it was approved by the legislature in San Juan.

The 1930's were turbulent throughout the world, and Puerto Rico was no exception. The Nationalist movement advanced greatly under Pedro Albizu Campos. He severely criticized the United States, the American governors in San Juan and the Socialists. It's important to point out, however, that he never launched a single attack against Martínez Nadal.

During this decade, Luis Muñoz Marín, son of Muñoz Rivera and Iglesias' collaborator during the 1920's, began to forge a new political arena uniting socialism with his father's pragmatism. His independence beliefs moved down to a second place when he founded the Popular Democratic Party. According to Muñoz Marín, the Island's status would not be decided in elections. The role of elections would be to elect a government of social change. Status, on the other hand, would be decided in referendums and plebiscites separate from the elections.

The death of Iglesias in 1939 and the illness of Martínez Nadal caused division in the Socialist and Republican parties. The Republican-Socialist coalition lost control of the legislature and mayoral seats in 1940. This gave rise to Muñoz Marín's changes which would achieve modernization on the Island. The agricultural economy began to decline, making room for industrialization. The middle class displaced the humble peasants, Muñoz Marín became the first elected governor in 1948, and the Commonwealth was established in 1952. During almost two decades the "populares" won in the 76 island municipalities.

With the death of Martínez Nadal, a vacuum was created in the statehood leadership. In the 1952 elections, pro-statehood forces wound up in third place, obtaining fewer votes than the Puerto Rican Independence Party. Furthermore, the Socialists disappeared. The "populares" accused pro-statehooders of being associated with the old sugar industry which so exploited the peasants. Moreover, they affirmed, statehood would never be granted to Alaska or Hawaii, since they were not part of the continuous 48 states and they had other cultural and racial roots. This declaration, formerly believed as if it were a dogma of faith, was destroyed in 1959 when statehood was granted to them.

In the 1956 elections, the Republican Statehood Party presented Luis Ferré as a gubernatorial candidate. An engineer who graduated from Massachusetts Institute of Technology in the 1920's, he belonged to a family of new industrialists. Ferré paid great attention to the issue of cooperation between the worker and capital during a time in which this was not very common. Little by little, he started to be recognized as a progressive industrialist, who in addition, always found time for the arts and cultural life. He began a long career as a civic leader in the Lions Club which would take him all over the Island. He helped to found the Pontifical University of Puerto Rico in 1948, and the acclaimed Ponce Museum in 1956, which contained paintings acquired for his personal collection.

At the end of the 1950's, the Popular Party began to look for a way to perfect the commonwealth, by eliminating its colonial vestiges via legislation in Congress. In this way, it also intended to put an end to the increase in the pro-statehood voters among the growing middle class, which was searching for a guarantee for their new prosperity. To do this, the Status Commission was established in the middle of the 1960's, after Muñoz Marín abandoned the governor seat in 1964. This Commission recommended that a plebiscite take place to decide between the three options: commonwealth, statehood and independence. In the 1960 and 1964 elections, Ferré had obtained the greatest support yet in favor of statehood. This began in 1952 with 13% and in 1964 it had risen to 35%. Support for the Commonwealth steadily continued, although it had decreased from 64% to 59% during that time.

The growth in the pro-statehood forces was due, in part, to the increase in Federal funds for the Island. With President Franklin D. Roosevelt's "New Deal", and the work of Iglesias in Congress, the great supply of Federal funds to the Island began. These funds continued to increase over the following decades, lowering the poverty rate and strengthening the middle class.

The main leadership of the Statehood Party did not support the plebiscite, as they viewed it as a strategy to strengthen the Commonwealth and also, of course, it did not obligate Congress to take any action. Instead of being an authentic plebiscite, everything was reduced to a contest of sympathies. Ferré argued that the statehood ideal should not be abandoned, and he organized a group known as the United Statehooders to launch a campaign. The Commonwealth obtained 60% of the votes, statehood increased to 39% and independence to .6% (the Independence Party did not participate). The great surprise was that the statehooders won a number of municipalities and representative districts, principally urban, which was something which had not happened in decades. As a result, Ferré founded the New Progressive Party in 1968 and in this way, he recasted the statehood ideal for the contemporary era.

The party's successful slogan was to achieve the "estadidad jíbara", or "peasant/creole statehood". The party's goal was to obtain reforms for the middle class by supplying government bureaucracy and public corporations with the dynamic power of private industry. Imitating the "populares", the issue of status would no longer be decided during elections. Ferré ran for the fourth time in 1968, expecting to lose yet again. But in the Popular Party, a divisive internal struggle had erupted. The New Progressive Party obtained 42% of the votes, winning the governor seat, the House of Representatives (they lost the Senate), the post of Resident Commissioner in Washington and some very important municipalities among which were San Juan, with the young Carlos Romero Barceló as mayor. The pro-statehood supporters emphasized the role of the infrastructure, tourism and solidifying relationships with Washington. The era of bipartisanship was beginning. The "populares" mounted a strong opposition in the Senate under the young, effective leadership of Rafael Hernández Colón. The Popular Party united once again, successfully allowing Hernández Colón to defeat Ferré in 1972, obtaining 46.5% of the votes against Ferré's 40%.

Romero Barceló continued as mayor of the capital and took the party reins. The campaign was based on the idea that statehood was for the poor, as they did not receive all the social welfare funds available to them being second-class American citizens. For Romero Barceló, a professional attorney, statehood was a matter of civil rights. According to him, Puerto Rico did not have a complete democracy and did not enjoy the right to vote on issues in Congress which were vital to the island. Even today, Puerto Rico only has a voice in Congress, but no vote, via the Resident Commissioner. In the 1976 elections, Barceló triumphed in the race for governor, and indeed, in the entire legislature.

In 1976 the statehooders were, for the first time, able to participate locally in the primaries of the national Democratic Party. In this way, the ties between Island politicians and those of the continental United States were strengthened. Traditionally, the statehooders were associated with the national Republican Party and in a more limited way, with the national Democratic Party. From then on, the statehooders were active in the two national parties due to the presidential primaries which continue until today.

During the greater part of the 1970's and at the beginning of the 1980's, the economic situation in Puerto Rico was difficult. This negatively affected the electoral results of the governors, and strengthened the idea of bipartisanship. During his first four years, Romero Barceló could not advance the cause for statehood to any significant degree. In 1976 he had won with 48% against 45% for the "populares"; but in 1980, he regained the governor seat by 3,137 votes, losing the legislature.

Meanwhile, since 1968, all the parties began to search for a way to decolonize the Island by way of free determination. Between 1972 and 1976, Hernández Colón tried unsuccessfully to obtain a "New Pact" with Congress. The subject of colonial status acquired importance again in the United Nations at the end of the 70's.

The New Progressive Party confronted a division in the elections of 1984, and Hernández Colón recovered the governorship with 48% of the votes against 45% for Romero Barceló. Four years later, Hernández Colón obtained a third victory with 49% of the votes.

The national Republican Party had been in favor of statehood over the course of several decades. Beginning with President Dwight Eisenhower, all the Republican presidents have made declarations in favor of the statehood status. All Democratic presidents, since Jimmy Carter, have propelled the idea of free determination for Puerto Rico.

After the 1988 elections, President George Bush had intended to petition Congress to approve a law so that a referendum would take place regarding the island's status. The day he took office, however, Hernández Colón announced the convocation of a plebiscite. The three parties began to debate.

In the Federal Senate, the Johnston Bill was introduced. After several studies and hearings, another defeat occurred in the summer of 1991. It was believed that the reason for this defeat in Congress was due to the fact that the conservative Republicans and a few Democrats were afraid that statehood would win in Puerto Rico. They thought that the U.S. was not prepared to accept a Spanish-speaking state. In addition, certain important American economic interests in the Island, which enjoyed freedom from federal taxes, were also firmly opposed to statehood, as were the organizations of the Puerto Rican bourgeoisie, and they both influenced the centers of power in Washington.

In order to keep the status debate alive, Hernández Colón proposed, in August, holding a referendum in December to amend the Constitution. This initiative was termed the "Democratic Rights Law". Among the things which it proposed were guaranteeing that the Spanish language would be Puerto Rico's only official language, and protection of Puerto Rican culture and identity. The Popular Party, the Independence Party and the other anti-statehood groups united in a block in favor of the "yes" against the New Progressive Party which was fighting for "no". The polls gave the victory to the "yes" vote. Despite the unified block, the "no" vote earned 53% of the votes, and to everyone's surprise "yes" got 45%. This contest "baptized" Dr. Pedro Rosselló as the new leader of the statehooders.

Senator Victoria Muñoz, daughter of the celebrated Muñoz Marín, was the Popular Party's candidate for governor in the elections of 1992. Her opposing candidate for the New Progressive Party was Rosselló. His platform proposed making reforms to health and education, strengthening tourism and the infrastructure, and reducing crime. He also promised a plebiscite. The result yielded 49% for Roselló, 45% for Muñoz and 4% for the Independence Party candidate. Romero Barceló was elected to Congress as Resident Commissioner.

The three parties developed their own status definitions to be included on the status ballot of 1993. The results were: 48.6% for commonwealth; 46.3% for statehood; and 4.4% for independence.

In 1996 Rosselló again ran for governor and obtained 51.1% (more than a million votes). The "populares" earned 44.5% and the Independence Party, 3.8%.

One vitally important fact which must be mentioned is the budget of the Puerto Rican government. In the fiscal year 1996-1997, it totaled $7.5 billion. Of that amount, 75% came from income made on the Island, and 25% was contributed by Congress. Moreover, the Federal government has a number of agencies on the Island (mail, immigration, Federal Court, etc.) which spent $814 million. If these two amounts of Federal moneys are added, Washington's contribution to Puerto Rico's budget rises from 25% to 48%.

In the US House of Representatives, the Young Bill was introduced in 1997. Its goal was to have a congressional plebiscite in 1998. The same, countless hearings and political arguments repeated themselves. It was approved by one vote. The bill did not pass in the US Senate. Rosselló then promised a local law so that another plebiscite could take place. On this occasion, unlike 1993, the legislative majority wrote the definitions for each of the options, to the displeasure of the "populares".

While this report was being written, the Popular Party finally defined once again its formula for development of the commonwealth. It also agreed to participate partially in the plebiscite.

With these words, I have attempted to present the historical development of the Puerto Rican statehood ideal, as we commemorate the centennial of the sovereignty change. What does the future hold? As I am an historian, and not a political forecaster, I cannot predict the future. This is in the hands of the active Puerto Rican voters and Congress.

Córdova holds a doctorate from Georgetown University and is a Professor at the Department of History, University of Puerto Rico, Río Piedras.

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