History of the Philippines (1565–1898)

The first documented European contact with the Philippines was made in 1521 by Ferdinand Magellan during his circumnavigation expedition, during which he was killed in the Battle of Mactan. Forty-four years later, a Spanish expedition led by Miguel López de Legazpi left modern Mexico and began the Spanish conquest of the Philippines in the late 16th century. Legazpi's expedition arrived in the Philippines in 1565, during the reign of Philip II of Spain, whose name became the eponym of the entire archipelago and the modern state of the Philippines.

The Spanish colonial period came to an end following the Philippine Revolution and the defeat of Spain by the United States during the Spanish–American War. The Treaty of Paris, signed on December 10, 1898, resulted in the cession of the Philippines to the United States and was followed by the Philippine–American War, which marked the beginning of the American colonial period in Philippine history.

Spanish period

Background

The Spaniards had been exploring the Philippines since the early 16th century. Ferdinand Magellan, a Portuguese navigator in charge of a Spanish expedition to circumnavigate the globe, was killed by warriors of datu Lapulapu at the Battle of Mactan. In 1543, Ruy López de Villalobos arrived at the islands of Leyte and Samar and named them Las Islas Filipinas in honor of Philip II of Spain, at the time Prince of Asturias. Philip became King of Spain on January 16, 1556, when his father, Charles I of Spain (who also reigned as Charles V, Holy Roman Emperor), abdicated the Spanish throne. Philip was in Brussels at the time and his return to Spain was delayed until 1559 because of European politics and wars in northern Europe. Shortly after his return to Spain, Philip ordered an expedition mounted to the Spice Islands, stating that its purpose was "to discover the islands of the west".

In reality its task was to conquer the Philippines for Spain. The population of Luzon and the Visayas at the time of the first Spanish missions is estimated as between 1 and 1.5 million, overall density being low.

Conquest under Philip II

Philip II ordered and oversaw the conquest of the Philippines. On November 19 or 20, 1564, a Spanish expedition of a mere 500 men led by Miguel López de Legazpi departed Barra de Navidad (modern Mexican state of Jalisco) with Augustinian friar and explorer Andrés de Urdaneta in the Viceroyalty of New Spain, arriving off Cebu on February 13, 1565, conquering it despite Cebuano opposition. Following Spanish law, Legaspi gave Cebuano leaders three days to accede to an offer of friendly relations before commencing a war of conquest. More than 15,000 soldiers arrived from New Spain as new migrants during the 17th century, far outnumbering civilian arrivals. Most of these soldiers were criminals and young boys rather than men of character. Hardship for the soldiers contributed to looting and enslavement, despite the entreaties of representatives of the church who accompanied them. In 1568, the Spanish Crown permitted the establishment of the encomienda system that it was abolishing in the New World, effectively legalizing a more oppressive conquest. Although slavery had been abolished in the Spanish Empire, it took around a century for it to be fully abolished in the Philippines due to the pre-hispanic alipin system of slavery already existing in the islands.

Due to conflict with the Portuguese, who blockaded Cebu in 1568, and persistent supply shortages, in 1569 Legazpi transferred to Panay and founded a second settlement on the bank of the Panay River. In 1570, Legazpi sent his grandson, Juan de Salcedo, who had arrived from Mexico in 1567, to Mindoro to punish the Muslim Moro pirates who had been plundering Panay villages. Salcedo also destroyed forts on the islands of Ilin and Lubang, respectively south and northwest of Mindoro.

In 1570, Martín de Goiti, having been dispatched by Legazpi to Luzon, conquered Maynila. Legazpi followed with a larger fleet comprising both Spanish and a majority Visayan force, taking a month to bring these forces to bear due to slow speed of local ships. This large force caused the surrender of neighboring Tondo. An attempt by some local leaders, known as the Tondo Conspiracy, to defeat the Spanish was repelled. Legazpi renamed Maynila Nueva Castilla, and declared it the capital of the Philippines, and thus of the rest of the Spanish East Indies, which also encompassed Spanish territories in Asia and the Pacific. Legazpi became the country's first governor-general.

Though the fledgling Legazpi-led administration was initially small and vulnerable to elimination by Portuguese and Chinese invaders, the merging of the Spanish and Portuguese crowns under the Iberian Union of 1580-1640 helped make permanent the mutual recognition of Spanish claim to the Philippines as well as Portugal's claim to the Spice Islands (Moluccas).

In 1573, Japan expanded its trade in northern Luzon. In 1580, the Japanese lord Tay Fusa established the independent wokou Tay Fusa state in non-colonial Cagayan. When the Spanish arrived in the area, they subjugated the settlement, resulting in the 1582 Cagayan battles. With time, Cebu's importance fell as power shifted north to Luzon.In the late 16th century the population of Manila grew even as the population of Spanish settlements in the Visayas decreased.

In time, the Spanish successfully took over the different local states one by one. Under Spanish rule, disparate barangays were deliberately consolidated into towns, where Catholic missionaries were more easily able to convert the inhabitants to Christianity. The missionaries converted most of the lowland inhabitants to Christianity. They also founded schools, a university, hospitals, and churches. To defend their settlements, the Spaniards constructed and manned a network of military fortresses across the archipelago. Slavery was also abolished. As a result of these policies the Philippine population increased exponentially.

Spanish rule brought most of what is now the Philippines into a single unified administration. From 1565 to 1821, the Philippines was governed as part of the Mexico-based Viceroyalty of New Spain, later administered from Madrid following the Mexican War of Independence. Administration of the Philippine islands were considered a drain on the economy of Spain, and there were debates about abandoning it or trading it for some other territory. However, this was opposed for a number of reasons, including economic potential, security, and the desire to continue religious conversion in the islands and the surrounding region. The Philippines survived on an annual subsidy provided by the Spanish Crown, which averaged 250,000 pesos and was usually paid through the provision of 75 tons of silver bullion being sent from Spanish America on the Manila galleons. Financial constraints meant the 200-year-old fortifications in Manila did not see significant change after being first built by the early Spanish settlers.

Some Japanese ships visited the Philippines in the 1570s in order to export Japanese silver and import Philippine gold. Later, increasing imports of silver from New World sources resulted in Japanese exports to the Philippines shifting from silver to consumer goods. In the 1570s, the Spanish traders were troubled to some extent by Japanese pirates, but peaceful trading relations were established between the Philippines and Japan by 1590. Japan's kampaku (regent) Toyotomi Hideyoshi, demanded unsuccessfully on several occasions that the Philippines submit to Japan's suzerainty.

On February 8, 1597, Philip II, near the end of his 42-year reign, issued a Royal Cedula instructing Francisco de Tello de Guzmán, then Governor-General of the Philippines to fulfill the laws of tributes and to provide for restitution of ill-gotten taxes taken from indigenous Filipinos. The decree was published in Manila on August 5, 1598. King Philip died on September 13, just forty days after the publication of the decree, but his death was not known in the Philippines until middle of 1599, by which time a referendum by which indigenous Filipinos would acknowledge Spanish rule was underway. With the completion of the Philippine referendum of 1599, Spain could be said to have established legitimate sovereignty over the Philippines.

During the initial period of the Spanish period, Manila was settled by 1,200 Spanish families. In Cebu City, at the Visayas, the settlement received a total of 2,100 soldier-settlers from New Spain, beginning Mexican settlement in the Philippines. Spanish forces included soldiers from elsewhere in New Spain, many of whom deserted and intermingled with the wider population. Though they collectively had significant impact on Filipino society, assimilation erased prior caste differences between them and, in time, the importance of their national origin.

However, according to genetic studies, the Philippines remained largely unaffected by admixture with Europeans. Latin Americans outnumbered Europeans, the Spanish in general, and the Chinese outnumbered the Europeans as well, as the majority of Filipinos are native Austronesians. Spain maintained a presence in towns and cities. At the immediate south of Manila, Mexicans were present at Ermita and at Cavite, where they were stationed as sentries. In addition, men conscripted from Peru, were also sent to settle Zamboanga City in Mindanao, to wage war upon Muslim defenders. There were also communities of Spanish-Mestizos that developed in Iloilo, Negros, and Vigan. Interactions between indigenous Filipinos and immigrant Spaniards along with Latin Americans eventually caused the formation of a new language, Chavacano, a creole of Mexican Spanish. They depended on the galleon trade for a living. In the later years of the 18th century, Governor-General José Basco introduced economic reforms that gave the territory its first significant internal source income from the production of tobacco and other agricultural exports. In particular, irrigation, dams and canal networks were constructed around friar estates and lowland agricultural zones, transforming landscapes into productive areas that supported Spanish administration, food production, and labour extraction. These hydraulic systems helped consolidate territorial control in certain regions by linking local agrarian production to economic and governance structures. Comparative archival research highlights how these irrigation systems were central to Spanish governance and had lasting implications for the spatial organization of power and settlement in the archipelago. In this later period, agriculture was finally opened to the European population, which before was reserved only for indigenous Filipinos. During its rule, Spain quelled various indigenous revolts, as well as defending against external military challenges.

The Spanish considered their war with the Muslims in Southeast Asia an extension of the Reconquista. War against the Dutch from the west, in the 17th century, together with conflict with the Muslims in the south nearly bankrupted the Spanish treasury. Moros from western Mindanao and the Sulu Archipelago also raided the coastal Christian areas of Luzon and the Visayas. Settlers had to fight off the Chinese pirates (who lay siege to Manila, the most famous of which was Limahong in 1573).

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Dutch attacks

There were three naval actions fought between Dutch corsairs and Spanish forces in 1610, 1617 and 1624, known as the First, Second and Third Battles of Playa Honda. The second battle is the most famous and celebrated of the three, with nearly even forces (10 ships vs 10 ships), resulting in the Dutch losing their flagship and retreating. Only the third battle of 1624 resulted in a Dutch naval victory.

In 1646, a series of five naval actions known as the Battles of La Naval de Manila was fought between the forces of Spain and the Dutch Republic, as part of the Eighty Years' War. Although the Spanish forces consisted of just two Manila galleons and a galley with crews composed mainly of Filipino volunteers, against three separate Dutch squadrons, totaling eighteen ships, the Dutch squadrons were severely defeated in all fronts by the Spanish-Filipino forces, forcing the Dutch to abandon their plans for an invasion of the Philippines.

On June 6, 1647, Dutch vessels were sighted near Mariveles Island. In spite of the preparations, the Spanish had only one galleon (the San Diego) and two galleys ready to engage the enemy. The Dutch had twelve major vessels.

On June 12, the armada attacked the Spanish port of Cavite. The battle lasted eight hours, and the Spanish believed they had done much damage to the enemy flagship and the other vessels. The Spanish ships were not badly damaged and casualties were low. However, nearly every roof in the Spanish settlement was damaged by cannon fire, which particularly concentrated on the cathedral. On June 19, the armada was split, with six ships sailing for the shipyard of Mindoro and the other six remaining in Manila Bay. The Dutch next attacked Pampanga, where they captured the fortified monastery, taking prisoners and executing almost 200 Filipino defenders. The governor ordered solemn funeral rites for the dead and payments to their widows and orphans.

There was an expedition the following year that arrived in Jolo in July. The Dutch had formed an alliance with an anti-Spanish king, Salicala. The Spanish garrison on the island was small, but survived a Dutch bombardment. The Dutch finally withdrew, and the Spanish made peace with the Joloans, and then also withdrew.

There was also an unsuccessful attack on Zamboanga in 1648. That year the Dutch promised the natives of Mindanao that they would return in 1649 with aid in support of a revolt against the Spanish. Several revolts did break out, the most serious being in the village of Lindáo. There most of the Spaniards were killed, and the survivors were forced to flee in a small river boat to Butuán. However, Dutch aid did not materialize or have objects to provide them. The authorities from Manila issued a general pardon, and many of the Filipinos in the mountains surrendered.

The demands of these wars has been regarded as a potential cause of population decline.

British occupation of Manila

In August 1759, Charles III ascended the Spanish throne. At the time, Great Britain and France were at war, in what was later called the Seven Years' War.

British forces occupied Manila from 1762 to 1764, however they were unable to extend their conquest outside of Manila as the Filipinos stayed loyal to the remaining Spanish community outside Manila. Spanish forces kept the British confined to Manila. Catholic Archbishop Manuel Rojo, who had been captured by the British, executed a document of surrender on October 30, 1762, giving the British confidence in eventual victory.

The surrender by Archbishop Rojo was rejected as illegal by Don Simón de Anda y Salazar, who claimed the title of Governor-General under the statutes of the Council of the Indies. He led Spanish-Filipino forces that kept the British confined to Manila and sabotaged or crushed British-fomented revolts, such as the revolt by Diego Silang. Anda intercepted and redirected the Manila galleon trade to prevent further captures by the British. The failure of the British to consolidate their position led to troop desertions and a breakdown of command unity which left the British forces paralysed and in an increasingly precarious position. The Seven Years' War was ended by the Peace of Paris signed on February 10, 1763. At the time of signing the treaty, the signatories were not aware that Manila was under British occupation and was being administered as a British colony. Consequently, no specific provision was made for the Philippines. Instead they fell under the general provision that all other lands not otherwise provided for be returned to the Spanish Crown.

The opening of the Philippines to world trade

As industrialization spread throughout Europe and North America in the 19th century, demands for raw materials increased. Although the Philippines had been prohibited from trading with nations other than Spain, the demand led Spain, under Governor-General José Basco, to open the ports to international trade as both as a source of raw materials and as a market for manufactured goods.

Following the opening of Philippine ports to world trade in 1834, shifts started occurring within Filipino society. The decline of the Manila Galleon trade contributed to shifts in the domestic economy. Communal land became privatized to meet international demand for agricultural products, which led to the formal opening of the ports of Manila, Iloilo, and Cebu to international trade.

Rise of Filipino nationalism

The development of the Philippines as a source of raw materials and as a market for European manufactures created much local wealth. Many Filipinos prospered. Everyday Filipinos also benefited from the new economy with the rapid increase in demand for labor and availability of business opportunities. Some Europeans immigrated to the Philippines to join the wealth wagon, among them Jacobo Zóbel, patriarch of today's Zobel de Ayala family and prominent figure in the rise of Filipino nationalism. Their scions studied in the best universities of Europe where they learned the ideals of liberty from the French and American Revolutions. The new economy gave rise to a new middle class in the Philippines.

In the mid-19th century, the Suez Canal was opened which made the Philippines easier to reach from Spain. The small increase of Peninsulares from the Iberian Peninsula threatened the secularization of the Philippine churches. In state affairs, the Criollos, known locally as Insulares (lit. "islanders"), were displaced from government positions by the Peninsulares, whom the Insulares regarded as foreigners.

The Spanish American wars of independence and renewed immigration led to shifts in social identity, with the term Filipino shifting from referring to Spaniards born in the Iberian Peninsula and in the Philippines to a term encompassing all people in the archipelago. This identity shift was driven by wealthy families of mixed ancestry, for which it developed into a national identity. This was compounded by a Mexican of Filipino descent, Isidoro Montes de Oca, becoming captain-general to the revolutionary leader Vicente Guerrero during the Mexican War of Independence.

The Insulares had become increasingly Filipino and called themselves Los hijos del país (lit. "sons of the country"). Among the early proponents of Filipino nationalism were the Insulares Padre Pedro Peláez, who fought for the secularization of Philippine churches and expulsion of the friars, Padre José Burgos whose execution influenced the national hero José Rizal, and Joaquín Pardo de Tavera who fought for retention of government positions by natives, regardless of race. In retaliation to the rise of Filipino nationalism, the friars called the Indios (possibly referring to Insulares and mestizos as well) indolent and unfit for government and church positions. In response, the Insulares came out with Indios agraviados, a manifesto defending the Filipino against discriminatory remarks.

The tension between the Insulares and Peninsulares erupted into the failed revolts of Novales and the Cavite mutiny of 1872, which resulted in the deportation of prominent Filipino nationalists to the Marianas and Europe, who would continue the fight for liberty through the Propaganda Movement. The Cavite Mutiny implicated the priests Mariano Gomez, José Burgos, and Jacinto Zamora (see Gomburza), whose executions would influence the subversive activities of the next generation of Filipino nationalists, among them José Rizal, who then dedicated his novel El filibusterismo to these priests.

A national public school system was introduced in 1863.

Rise of Spanish liberalism

After the Liberals won the Spanish Revolution of 1868, Carlos María de la Torre was sent to the Philippines to serve as governor-general (1869–1871). Following the Bourbon Restoration in Spain and the removal of the Liberals from power, de la Torre was recalled and replaced by Governor-General Izquierdo, who vowed to rule with an iron fist.

Ilustrados, Rizal, and the Katipunan

Revolutionary sentiments were stoked in 1872 after three activist Catholic priests were executed on weak pretences. This would inspire a propaganda movement in Spain, organized by Marcelo H. del Pilar, José Rizal, and Mariano Ponce, lobbying for political reforms in the Philippines.

The mass deportation of nationalists to the Marianas and Europe in 1872 led to a Filipino expatriate community of reformers in Europe. The community grew with the next generation of Ilustrados studying in European universities. They allied themselves with Spanish liberals, notably Spanish senator Miguel Morayta Sagrario, and founded the newspaper La Solidaridad. During this time, Spain institutionalized the business of human zoos against Filipinos, adding flame to the call of revolution, as indigenous Filipinos were taken by the Spanish and displayed as animals for white audiences.

Among the reformers was José Rizal, who wrote two novels while in Europe. His novels were considered the most influential of the Illustrados' writings, causing further unrest in the islands, particularly the founding of the Katipunan. A rivalry developed between himself and Marcelo Hilario del Pilar for the leadership of La Solidaridad and the reform movement in Europe. Majority of the expatriates supported the leadership of del Pilar.

Rizal then returned to the Philippines to organize La Liga Filipina and bring the reform movement to Philippine soil. He was arrested just a few days after founding the league. Rizal was eventually executed on December 30, 1896, on charges of rebellion. This radicalized many who had previously been loyal to Spain. As attempts at reform met with resistance, in 1892, Radical members of the La Liga Filipina, which included Andrés Bonifacio and Deodato Arellano, founded the Kataastaasan Kagalanggalang Katipunan ng mga Anak ng Bayan (KKK), called simply the Katipunan, which had the objective of the Philippines seceding from the Spanish Empire.

Philippine Revolution

By 1896, the Katipunan had a membership by the thousands. That same year, the existence of the Katipunan was discovered by the Spanish authorities. In late August, Katipuneros gathered in Caloocan and declared the start of the revolution. The event is now known as the Cry of Balintawak or the Cry of Pugad Lawin, due to conflicting historical traditions and official government positions. Andrés Bonifacio called for a general offensive on Manila and was defeated in battle at the town of San Juan del Monte. He regrouped his forces and was able to briefly capture the towns of Marikina, San Mateo and Montalbán. Spanish counterattacks drove him back and he retreated to the heights of Balara and Morong and from there engaged in guerrilla warfare. By August 30, the revolt had spread to eight provinces. On that date, Governor-General Ramón Blanco declared a state of war in these provinces and placed them under martial law. These were Manila, Bulacan, Cavite, Pampanga, Tarlac, Laguna, Batangas, and Nueva Ecija. They would later be represented in the eight rays of the sun in the Filipino flag. Emilio Aguinaldo and the Katipuneros of Cavite were the most successful of the rebels and they controlled most of their province by September–October. They defended their territories with trenches designed by Edilberto Evangelista.

Many of the educated ilustrado class such as Antonio Luna and Apolinario Mabini did not initially favor an armed revolution. José Rizal himself, whom the rebels took inspiration from and had consulted beforehand, disapproved of a premature revolution. He was arrested, tried and executed for treason, sedition and conspiracy on December 30, 1896. Before his arrest he had issued a statement disavowing the revolution, but in his farewell poem Mi último adiós he wrote that dying in battle for the sake of one's country was just as patriotic as his own impending death.

While the revolution spread throughout the provinces, Aguinaldo's Katipuneros declared the existence of an insurgent government in October regardless of Bonifacio's Katipunan, which he had already converted into an insurgent government with him as president in August. Bonifacio was invited to Cavite to mediate between Aguinaldo's rebels, the Magdalo, and their rivals the Magdiwang, both chapters of the Katipunan. There he became embroiled in discussions whether to replace the Katipunan with an insurgent government of the Cavite rebels' design. This internal dispute led to the Tejeros Convention and an election in which Bonifacio lost his position and Emilio Aguinaldo was elected as the new leader of the revolution. On March 22, 1897, the convention established the Tejeros Revolutionary Government. Bonifacio refused to recognize this and, with others, concluded the Naic Military Agreement. This led to his execution for treason in May 1897. On November 1, the Tejeros government was supplanted by the Republic of Biak-na-Bato.

By December 1897, the revolution had resulted in a stalemate between the Spanish government and rebels. Pedro Paterno mediated between the two sides for the signing of the Pact of Biak-na-Bato. The conditions of the armistice included the self-exile of Aguinaldo and his officers in exchange for $MXN 800,000 (about $US 15,200,000 today) to be paid by the Spanish government. On December 27, 1897, Aguinaldo and a number of ranking revolutionary officers went into self-exile in British Hong Kong, forming the Hong Kong Junta as a government in exile.

Spanish–American War

On April 25, 1898, the Spanish–American War began. On May 1, 1898, in the Battle of Manila Bay, the Asiatic Squadron of the U.S. Navy, led by Commodore George Dewey aboard USS Olympia, decisively defeated the Spanish naval forces in the Philippines. With the loss of its naval forces and of control of Manila Bay, Spain lost the ability to defend Manila and therefore the Philippines.

On May 19, Emilio Aguinaldo returned to the Philippines aboard a U.S. Navy ship, and on May 24, took command of Filipino forces. Filipino forces had liberated much of the country from the Spanish. On June 12, 1898, Aguinaldo issued the Philippine Declaration of Independence declaring independence from Spain. Filipino forces then laid siege to Manila, as had American forces.

In August 1898, the Spanish governor-general covertly agreed with American commanders to surrender Manila to the Americans following a mock battle. On August 13, 1898, during the Battle of Manila, Americans took control of the city. In December 1898, the Treaty of Paris was signed, ending the Spanish–American War and selling the Philippines to the United States for $20 million. With this treaty, Spanish rule in the Philippines formally ended.

On January 23, 1899, Aguinaldo established the First Philippine Republic in Malolos.

As it became increasingly clear that the United States would not recognize the First Philippine Republic, the Philippine–American War broke out on February 4, 1899, with the Battle of Manila.