On a September afternoon in 1627, crowds gathered at the library of the Jesuit residence in Constantinople to witness a lively public discussion between two representatives of the Roman Catholic Church concerning Cyril of Alexandria’s views on the procession of the Holy Spirit.Footnote 1 It is interesting to see that a fifth-century church father’s writings in the context of a dispute dating back to the sixth century were still considered politically relevant, socially influential and theologically compelling in seventeenth-century Constantinople. The primary aim of this rather ostentatious gathering was to adopt and promote a different (according to Eastern Christians an ‘erroneous’) viewpoint on Cyril of Alexandria’s writings on the procession of the Holy Spirit, and thereby to present a counter-argument to that of the Eastern Church. The Jesuit dispute ultimately targeted the theological stance and the reputation of Cyril Lucaris (1572–1638), the ecumenical patriarch of Constantinople and the official head of the populous Greek Orthodox millet of the Ottoman Empire.


Polemics on the Procession of the Holy Spirit and the filioque Dispute

The debate on the procession of the Holy Spirit refers to the different wording of the Nicene Creed according to the Western and Eastern Churches. The Eastern Orthodox Church maintains that the Spirit proceeded from the Father, while the Roman Catholics added the phrase ‘and the Son’ — filioque in Latin to the Creed in the sixth century during the Council of Toledo (589). In other words, the Western Church confesses a double procession of the Holy Spirit and the Eastern Church considers this a heresy. The filioque dispute occupied a central place in the polemics between these churches since the East-West Schism of 1054. Although still a hot topic of dispute in the seventeenth century, it is very likely that the filioque controversy was at the heart of the public discussion that took place at the Jesuit residence in Constantinople in September 1627 due to the appearance of a Greek Orthodox publication and its circulation in Constantinople at the time. The theological work in question was George Scholarios’s first treatise on the procession of the Holy Spirit, a piece that heavily drew from Cyril of Alexandria’s writings on the topic.Footnote 2

Scholarios’s work, composed in 1444/45, laid the theological basis for future polemics on the procession of the Holy Spirit between the Greeks and the Latins throughout the late Byzantine and post-Byzantine period. This long and highly influential treatise was written as a result of the meetings convened at the Imperial Palace in Constantinople between the Dominican Bartholomew Lapacci, the papal legate, and Scholarios before the latter became the first Patriarch under the Ottoman rule as Gennadios II (in office 1454–1465).Footnote 3 The publication in question, which bears the title Τὸ Σύνταγμα Ἐπιγραφόμενον ‘Ὀρθοδόξου Καταφύγιον’ (A Treatise Entitled the ‘Orthodox Refuge’), was the editio princeps of the work. It was edited and published around 1626 in London by Nicodemos Metaxas, a Greek monk from the Venetian-controlled island of Cephalonia.Footnote 4 In June 1627, Nicodemos moved to Constantinople and established the first Greek printing house of the city.Footnote 5 His cargo, transported by Royal Defense, a vessel that belonged to the English Levant Company, consisted of crates of books he had printed in London and intended to distribute to the Greek Orthodox flock, and a printing press and Greek types to produce more books.Footnote 6 It seems highly probable that the subsequent distribution and circulation of Scholarios’s treatise in Constantinople incited the two disputants to pick Cyril of Alexandria and his stance on the filioque controversy as their subject matter rather than anything else.

The Public Dispute and Its Aftermath

A report by Jesuit father Jean Renier, written from exile in Chios on 14 April 1628, bears witness to the public discussion that took place in Constantinople the previous year about Cyril’s views on the procession of the Holy Spirit. According to the report, the debate was held between Denis Guillier, the deputy abbot of the Jesuit mission, and the papal agent Kanakios Rossi in the presence of a Greek friarFootnote 7 by the name of Ignatius and two other Greeks, oddly also named Kanakios.Footnote 8 It was this event that led to a complaint by Lucaris to the ṣadāret ḳāʾim-i maḳāmı, the deputy to the grand vizier, which eventually resulted in the expulsion of Jesuits from the Ottoman Empire. Another report, dated 17 December 1627, from the French ambassador Philippe de Harlay, Comte de Césy (in office 1620–1631) to Louis XIII details the complaint put forward by Lucaris:

They [the Greeks] attacked the Jesuit fathers, along with Patriarch Lucaris, who, writing to the ḳāʾim-i maḳām [Receb Paşa], openly declared that all four have contributed to the slander.Footnote 9

De Harlay describes in dramatic terms how he feared for the Jesuits because of Lucaris’s intervention and tried to keep them safe; they could have been taken at any moment, day or night, had it not been for his intervention.Footnote 10

The complaint against the Jesuit fathers was followed by a counter-complaint by the Jesuits against the Greek printer Nicodemos, insinuating that he wanted to stir a rebellion among the Orthodox populations and had printed material attacking the Prophet Mohammed. This complaint resulted in the confiscation of the printing press by Ottoman officials on 6 January 1628 and led to the cessation of the activities of the printing house. Nicodemos was put on trial at the military court (in front of the ḳāẓī-ʿasker) and found innocent. The verdict was confirmed by the highest civil authority, the şeyḫ-ül-islām Zakarīyā Yaḥyā Efendī in a legally binding opinion (fetvā), which was summarized by a late-seventeenth century English scholar:

Opinions that go against the teachings of Muḥammad are not necessarily acts of blasphemy, nor should they necessarily be considered as crimes. Since the Sultan has allowed Christians to profess their faith, they are not guilty for printing [these opinions] any more than they are for preaching them in public. Having different views does not make them liable to punishment, but only an infringement of the law.‏Footnote 11

Fully cleared of his charges, Nicodemos was able to reclaim his press and printing materials but some of his equipment and, more importantly, his spirit was broken in the process. He soon left the city to take up the archbishop’s throne in his native island Cephalonia and spent the rest of his life fairly uneventfully in the Ionian Islands.

After the confiscation of the Greek press, de Harlay proudly reported to the king that he had been successful in protecting the Jesuit fathers and ensured their future safety:

Having reported to Your Majesty in my last letter dated 28 December [1627] how the Jesuit brethren had been attacked, I shall now tell Your Majesty that despite their troubles, or to put it better, despite those here who cannot bear the greatness of Your Majesty, I believe that I have achieved this time that these good brethren are in the clear and need not live in fear any longer for their cause, as they did before. For if the ḳāʾim-i maḳām [Receb Paşa] had followed the feelings and writings of him who persecuted them [Lucaris], they would have been thrown into the sea, in order that Your Majesty would have no choice but to suffer this act or to feel that it is somehow capable of changing the friendship which Your Majesty has with Loḳmān, and which is unbearable for them. I shall not say any more on this subject, …Footnote 12

The sparing of the Jesuits, however, was not permanent. As we learn from an anonymous report allegedly written by a Greek, translated into French and preserved among the papers of de Harlay in Bibliothèque nationale de France, the Jesuits were deported to Chios in March 1628.Footnote 13 The Jesuit fathers were ‘shackled and sent to Chios on board a ship at midnight’.Footnote 14 Kanakios Rossi was ‘imprisoned with them’ because he informed ‘the Sacra Congregatio de Propaganda Fide on how one could destroy the Greek Church and banish Cyril [Lucaris] or assassinate him’.Footnote 15 The prospects of Rossi at this point were bleak: ‘For this reason all his goods were confiscated, and therefore quite a lot of people wonder whether he’ll be strangled or thrown into the sea.’Footnote 16 De Harlay did not take all this lightly: he was ‘furious by the ill treatment of Jesuits’ and he ‘threatened the Patriarch and the bailo of Venice’.Footnote 17


The Papal Intervention

The historic background of the debate and the identities of the two disputants are as important as the theological content of the discussion. This is because tensions behind the public debate lie not only in the theological polemic around the filioque, but also in the controversy between the resident Jesuit fathers and the Greek Orthodox clergy. In early seventeenth century, Constantinople became a religious battleground where Pope Urban VIII waged a war against Patriarch Lucaris through his agents. The papal forces, particularly the missionary organization known as the Sacra Congregatio de Propaganda Fide (Sacred Congregation for the Propagation of the Faith) and the ‘Protector of the East’ Cardinal Bandini,Footnote 18 were determined to remove Lucaris and replace him with a patriarch who would bow to the Roman doctrine. To this effect, several papal agents were sent to the Ottoman Empire. The arrival of one of these agents, that of Kanakios Rossi in Constantinople in 1625 with seven instructions set out by Cardinal Bandini distressed Lucaris greatly. Eventually, the patriarch sought refuge in the authority and advice of the English ambassador Sir Thomas Roe (in office 1621–1628). The instructions signed by Bandini and dated 21 February 1625 were thus registered in the cancellaria of the English ambassador at Lucaris’s special request.Footnote 19 The detail of the instructions, which criticized the many practices initiated and encouraged by Lucaris, shows how well-informed the Propaganda Fide was. In instruction number four, for instance, Bandini criticizes Lucaris for (1) sending young Greeks to study theology in England and Germany, (2) spreading ‘heretical doctrines’ through preaching and printing, and (3) trying to unite the Greek church with Protestant churches and entertaining the influence of ‘Huguenot’ ambassadors by not properly observing the Eucharist.Footnote 20

I will briefly explore the three accusations against Lucaris by Bandini in order to reveal the degree of intelligence gathered by Rome. The first concerns the education of Greeks in England. In 1617, Patriarch Lucaris had arranged for one Metrophanes Critopoulos, who would later become patriarch of Alexandria, to be received by George Abbot, archbishop of Canterbury, and registered at Balliol College, Oxford. Metrophanes’s tuition fees were paid through a scholarship offered by King James I.Footnote 21 After his studies in Oxford, Metrophanes travelled through the Low Countries and Germany visiting the reformed churches in the Continent.Footnote 22

Metrophanes and Nicodemos were known to each other in London,Footnote 23 and the former supported the latter’s printing activities in various ways. First, Metrophanes acted as an intermediary between Nicodemos and Lucaris, who previously had no contact. According to the Venetian bailo Sebastian Venier’s report, the manuscript sources for the books Nicodemos published in London were supplied by Lucaris via Metrophanes. On 4 September 1627, Venier wrote to the Venetian Senate:

… he [Nicodemos] told me that when he was in England the Greek patriarch here sent to his hieromónachos in London, who was studying there, a book by Saint Isidore, Bishop of Thessaloniki.Footnote 24 [He also sent] one dealing with the Holy Spirit and Purgatory — controversial matters for us Catholics — by a famous Greek elder who was the patriarch of this city when it was taken by Sultan Meḥmed [II] and who took part in the Council of Florence;Footnote 25 and another [book] authored by one who studied in Padua;Footnote 26 and another [book] against the Jews composed by this patriarch.Footnote 27 He brought here these [books] in certain quantities along with the press that was extracted from that kingdom by a great favour…Footnote 28

Metrophanes not only furnished Nicodemos with texts, but also helped him financially by purchasing a vast number of copies. We learn this from a note that Metrophanes penned before leaving Venice, which acknowledged the outstanding debt he owed to the Greek merchants George and Epiphanios Hegoumenos, arising from his purchase of Nicodemos’ publications.Footnote 29 The financial strain exerted on Metrophanes by this purchase and his lengthy stay in Venice is revealed by a letter he sent to Roe. He had been informed at a dinner party at the residence of Sir Isaac Wake, the English ambassador in Venice (in office 1624–1630), that Roe had acted as the protector of Lucaris and Nicodemos, and had defended Greek interests in Constantinople against the Jesuits. This pompous letter, which deliberately exaggerates the role Roe played in the expulsion of the Jesuits, ultimately aimed to earn the sympathy and financial support of the ambassador which would have enabled Metrophanes to leave Venice. The fact that he was still in the city two years after the composition of the letter suggests that his pleas for help fell on deaf ears. Despite its verbosity, the document is important for it exemplifies the negative sentiment towards Jesuits among the Greeks and illustrates how threatened they felt by the Jesuit presence and activities in Constantinople and elsewhere:

Three days ago at dinner, the most illustrious ambassador of Britain already residing in Venice, who was present [at the table], unveiled your heroic deed against those in Constantinople who adulterate and distort the true doctrine, which was achieved not so long ago. [It was directed] against the Jesuits who, I think, are the destruction of the whole world, are full of lies and treacheries, and derive pleasure from the misfortune of others. They are the most cunning enemies of truth, false messengers, bent on glory and greed. They are a plague in all the provinces; they bring their tricks and snares to the Lord’s vineyard. … But, your most illustrious Excellency, I have heard the account of your illustrious and worthy deed. In fact, when I heard it, it brought so much felicity that I could scarcely express the great joy I felt, by the way, not only for myself and our most holy patriarch, but also for all of our Church which [needed] such a defender who appeared through divine providence in shining glory. For God is miraculous in His ways just as He was with Zerubbabel when he built the [Second] Temple in Jerusalem. Likewise today, Your Excellency wrought a miracle to the sole benefit of God, when he provided, produced, and supplied this godly work, which is as pleasing to the Lord as it is to faithful men, and especially the Greeks, thus bringing the expulsion of the Jesuits.Footnote 30

It is likely that Rome monitored the education, activities and movements of Metrophanes from the moment he set sail for England until he left Venice.

The second complaint of Bandini concerns the publishing activities of the Greek church. Lucaris was very keen to utilize the powers of the printing technology to counter Roman propaganda. In a letter to the hēgoúmenos Michael of Moscow (1613–1645), Lucaris reported that the Romans were printing theological tracts transmitting the writings of the holy fathers, ‘but to these books, they [were] inserting their ungodly opinions, thereby distorting the writings of the holy and god-bearing fathers… Many Christians are appalled when they read the books written by the heretics. They believe that these were written by the holy fathers and are therefore drawn to and consumed by them.’Footnote 31

Despite the uneven balance of power between the Greek and the Roman churches, Lucaris believed that he had the upper hand, at least when it came to source material for publishing. After all, there were ‘ancient books among the manuscripts of the monasteries of Mount Athos and elsewhere’ transmitting the true writings of the fathers which could be utilized ‘to foil their cunning’.Footnote 32 One solid attempt to remedy the lack of printed books voicing the Greek Orthodox viewpoint was the establishment of Nicodemos’s printing house in Constantinople.

As mentioned above, prior to his arrival in Constantinople, Nicodemos had published in London a treatise by Scholarios on the procession of the Holy Spirit. Τwo other works on the same topic by the fourteenth-century theologian Gregory Palamas and sixteenth-century scholar Maximos Margounios were issued together with Scholarios’s tract, thus furnishing the Greek clergy with an indispensible compilation of texts on the subject written over the course of three centuries.Footnote 33 In the errata section of the volume, Nicodemos explained in a note that the manuscript he initially utilized for the edition (ἡ προτέρα χειρόγραφος βίβλος) was ‘so corrupt and so full of lacunae that I could hardly copy it (τοσοῦτον ἦν διεφθαρμένη, καὶ τοσαῦτα εἶχε τὰ χάσματα ὥστε μόλις ἐδυνηθήμην ἀναγράψαι)’. After the completion of the presswork of Scholarios’s tract (μετὰ τὸ ἐκδοθῆναι τὴν βίβλον ταύτην τοῦ Σχολαρίου), he ‘came across another manuscript (ἐνετύχομεν ἄλλῃ χειρογράφῳ βίβλῳ)’, which helped him draw the rather lengthy list of corrections and supply for the gap in the text between pages 30 and 31.Footnote 34 The gap was remedied by an insert of twenty-eight unnumbered pages that is found in in all surviving copies of the volume.Footnote 35 The contents of the pages that were missing from the initial source is intriguing. Almost all of them deal with Cyril’s arguments on the procession of the Holy Spirit, and Scholarios’s refutation of the Latins through Cyril’s writings.

It is not clear why and how this excerpt of twenty-eight pages suspiciously disappeared from the manuscript with which Nicodemos was supplied, but the replacement was exactly the type of authoritative text that Lucaris argued that can only originate from the libraries of the Eastern church. I have identified the correction copy that Nicodemos employed for the edition of Scholarios as London, Lambeth Palace Library, MS 461 owing to three elements: (1) the agreement between the text of the manuscript and the corrections made in the errrata, (2) the provenance of the manuscript and (3) the date when it entered the Lambeth collection.Footnote 36 The oldest Greek manuscript in Lambeth Palace Library, MS 461 carries the autograph corrections and marginalia of Scholarios; it therefore transmits the most authoritative text of this tract.Footnote 37 Its later provenance is equally impressive. MS 461 was once the prized possession of Lucaris’s mentor Meletios Pegas, Patriarch of Alexandria (in office 1590–1601), as his monocondyle signature on fol. 1r (trimmed in the bottom margin) and autograph scholia indicate. The volume was passed on to Lucaris when he ascended the patriarchal throne of Alexandria and it moved with him to Constantinople afterwards. MS 461 came to Lambeth Palace in the early seventeenth century through the personal collection of Archbishop Abbot, who was engaged in a long-term correspondence with Lucaris. It appears that this volume was sent to Abbot by Lucaris as a token of friendship during or just before Nicodemos’s sojourn in England.

Meanwhile the Propaganda Fide established its own press to publish books for the use of missionaries in the Orient and a wide distribution network to disseminate printed books. The Typographia Polyglotta of the Propaganda Fide published forty-five books in Greek between 1628 and 1677, all aimed at strengthening the Roman position on issues that separated the two churches and persuading Eastern Greeks to follow Roman doctrine. Four of these books were already in circulation in 1628, the year Nicodemos’s Greek printing house was active in Constantinople.Footnote 38 They were (1) the Short Catechism (1597) of Cardinal Robert Bellarmine (1542–1621), written in dialogue form and translated into vernacular Greek with the title The Teachings of Orthodox Christianity without disclosing the name of its Jesuit author;Footnote 39 (2) Louis de Granada’s Sinner’s Guide (Guía de pecadores) translated into vernacular Greek by Andreas Rentios from Chios;Footnote 40 (3) a narrative account of the Council of Florence by Johannes Mattheus Caryophylles (1565/6–1635), a Cretan who was educated in Rome and converted to Catholicism;Footnote 41 and most importantly, (4) a counter-publication with the long title An Explanation of the Five Principle Points, contained in the declaration of the holy and ecumenical Council of Florence, once piously made, and translated into the vulgar language to help the common people. It was printed in Greek falsely under the name of Patriarch Gennadius.Footnote 42 The same work, in which Scholarios purportedly defends the Roman doctrine on the issues that divided the two churches, was indeed printed in Rome in 1577 in Byzantine Greek with the title Συντάγματα πέντε (Five Treatises).Footnote 43 Its translator into vernacular Greek, Caryophylles, admitted that this treatise of unknown origin had been wrongly attributed to Scholarios in the Roman tradition, yet he defended the arguments found in the treatise, and maintained that it offered a correct interpretation of the writings of Cyril of Alexandria.

The Roman Explanation was clearly a counter-publication to Nicodemos’s edition of the Orthodox Refuge,Footnote 44 which, unlike the Roman treatise of the same title, transmitted the original work by Scholarios, collated with a manuscript with autograph corrections, as discussed above. The treatises published by Propaganda Fide’s Typographia Polyglotta were, just like the majority of Nicodemos’s publications, ‘translated into the vulgar language to help the common people (μεταγλωττισμένη εἰς τὸ ἰδιωτικὸν μίλημα διὰ κοινὴν ὠφέλειαν)’ and ‘distributed to the Greek people for free (ταῦτα δίδοται τῷ τῶν γραικῶν γένει δωρεάν)’.Footnote 45 The Explanation opens with a long letter to the reader by Caryophylles which presents ‘the wise theologian St Cyril (ὁ βαθὺς ἐκεῖνος θεολόγος ὁ ἅγιος Κύριλλος) who ‘composed many writings demonstrating the blasphemies of the foolish Nestorius during the Third Synod (διὰ τὴν ἁγίαν τρίτην σύνοδον … ἐσύνθεσε πολλὰ γραψίματα, ἐρμηνεύοντας ταῖς βλασφημίαις τοῦ ἀνοήτου Νεστορίου)’Footnote 46 in contrast with ‘the tares of our times (τὰ σημερινὰ ζιζάνια)’Footnote 47 such as the ‘slanderer (ὁ διάβολος)’, ‘who is spreading the teachings of the hateful Calvin (ὁποῦ σπέρνει … διὰ μέσου τῶν μαθητῶν τοῦ κακωνύμου Καλβίνου)’.Footnote 48 The latter is no doubt an implicit reference to Lucaris, whereas the Explanation deals with the exact same issues addressed by Scholarios in the Orthodox Refuge and in the other treatises already published by Nicodemos. At issue are the five main doctrinal differences between the two churches: the Procession of the Holy Spirit (Περὶ τῆς ἐκπορεύσεως τοῦ ἁγίου Πνεύματος);Footnote 49 the unleavened or leavened bread (Περὶ ἀζύμου ἢ ἐνζύμου);Footnote 50 Purgatory (Περὶ τοῦ Καθαρτηρίου);Footnote 51 the blessedness of the saints (Περὶ τῆς ἀπολαύσεως τῶν ἁγίων);Footnote 52 and the primacy of the Pope (Περὶ τῆς ἀρχῆς τοῦ πάπα).Footnote 53 The volume closes with a vernacular Greek version of Cardinal Bessarion’s encyclical letter to the Greeks under Turkish rule dated 27 May 1463.Footnote 54 The letter warns Greeks of the East that ‘deviating from the true beliefs’ runs the risk of being ‘the origin of the misfortune suffered by [the Greeks]’.Footnote 55 They must beware lest they be ‘cut off from correctness’ and ‘separated from the universal church’.Footnote 56 The choice of Caryophylles as editor and translator by the Propaganda Fide comes as no surprise. Educated at the Greek College of St Athanasius in Rome and appointed the Archbishop of Iconium (modern day Konya in Turkey) by the Pope, Caryophylles penned many works against the Greek Church. He was the author of a refutationFootnote 57 of Nilus Cabasilas’s On the Primacy of the Pope, a treatise published by Nicodemos in London;Footnote 58 a refutationFootnote 59 of Lucaris’s student Zacharias Gerganos’s Catechism;Footnote 60 and a counter-publication that branded Lucaris’s 1629 Geneva Confession Calvinist propaganda.Footnote 61

Another driving force in the battle for printed Greek editions was the pope’s nephew, Francesco Barberini (1597–1679), who was created cardinal in 1623. Cardinal Barberini became one of the most important patrons of printed editions targeting the Greeks of the east and the doctrines of the Greek Church. His ambitious project of founding a Barberini Press to print Greek and Latin editions ultimately failed in 1638, but in the meantime, the Cardinal acted as a patron for vernacular Greek editions.Footnote 62 His main publishing outlets were the Typographia Polyglotta and the Vatican Press, but his influence stretched as far as Naples, where he funded the printing of a treatise by the Augustinian friar Deodato Solera that attacked Lucaris. Solera envisioned Naples as a base for Roman missions to the Greek east.Footnote 63

In addition to the enormous capital and human resources at the pope’s disposal, the Jesuits of Constantinople also had the unwavering support of the French ambassador de Harlay. The Jesuits and the papal agents constituted a newly emerging group challenging the established authority of the Greek patriarch, the leader of the largest Christian denomination in the Ottoman Empire. They soon developed ingenious methods of navigating their way through the byzantine bureaucracy of the Ottoman state. Their first move was to keep a close eye on Nicodemos’s activities in Constantinople. When he arrived in the city and submitted his goods to the Turkish customs to be checked, the Jesuits managed to steal some books and manuscripts with the help of a local officer.Footnote 64 De Harlay ordered the Jesuits to scrutinize the books in order to find pretexts on the basis of which Nicodemos could be reported to the Ottoman authorities.Footnote 65 Having had the books inspected, de Harlay found what he wanted. He described the horrors he discovered in these ‘heretical books’ in the following terms:

… at the moment I am writing, the ambassadors of England and Holland … are having printed here [books] that can poison the entire Great Eastern Church. Their aim is to add this venom to the ancient schism, so that it may put the wretched Greeks more at odds with the Church of Rome.Footnote 66

In particular, the Jesuits were successful in identifying vitriolic comments against Islam in a treatise by Lucaris entitled Against the Jews.Footnote 67 These comments allegedly printed by Nicodemos put him immediately in hot water. But the accusations of the Jesuits could never be substantiated because he had already censored the said passage and reprinted the relevant page before distributing the book. Therefore, the guilty passage, which was originally part of Lucaris’s treatise and survives to this day in a manuscript copy, does not feature in the printed edition.Footnote 68

The Jesuits not only monitored Nicodemos’s printing activities, but also his sermons. The papal agent Rosis reportedly visited the patriarchal residence on 7 January 1628 to warn Lucaris against ‘favouring and suffering Metaxas to preach, being a heretic and living in the house of a heretic [Roe], from whom they could expect nothing but opposition to the church of Rome.’Footnote 69 Such an intervention suggests that members of the Catholic faction were either attending the Mass at the Greek Church or had infiltrated the Greek congregation through informants in the community.

After education and the press, Bandini’s third accusation regards Lucaris’s close relations with the reformed churches. The patriarch did, indeed, keep regular correspondence with Dutch Calvinists Festus Hommius and Johannes Wtenbogaert, and later published a Confession which was considered by many to be Calvinist in doctrine.Footnote 70 It was printed in Geneva in 1629 and led to his excommunication from the Orthodox Church posthumously in 1642. More could be said about the controversial figure of Lucaris, but his doctrinal allegiance to one denomination or the other is beyond the aim and the scope of this article. Suffice it to say that Cardinal Bandini was not alone in attacking Lucaris’s conduct. Similar criticisms were voiced by de Harlay in his private correspondence and his official reports. In December 1620, he wrote to Pierre Brulart, Secretary of State for Foreign Affairs to Louis XIII:

He was no sooner established than he began to spread the regrettable doctrines of Calvin and several other heresies which, from early on, informed the weak and ignorant souls of the poor Greeks, and the entire Eastern Church. Here are to be found six or seven ambassadors of Bohemia, Moravia, Silesia, Transylvania and the Prince Palatine whom Cyril invited to a holy feast along with the ambassadors of England and Holland, all of whom together attended the Mass sitting [which is against the Orthodox custom], and after the Gospel, when the Holy Sacrament was elevated and brought to them, they disrespectfully giggled. This caused a great scandal among all the Greeks who do not approve of their patriarch’s affinity with these heretics, nor of the preaching of several friars who had recently studied at the University of Oxford in England, and at the University of Heidelberg were taking up positions in Constantinople and Galata.Footnote 71

Later, de Harlay shared his frustration over Lucaris’s Calvinistic inclinations with Bandini in a letter dated 13 November 1627.Footnote 72


Attempts to Depose Lucaris

De Harlay did everything he could to convert Orthodox prelates who were inclined towards Catholicism. It was he who managed to depose Lucaris in 1621 and attempted to replace him with Gregory, Metropolitan of Amasya, paying 20,000 thalers to this effect, which fell short of the pīşkeş (regular payment) demanded by the sultan.Footnote 73 Moreover, Gregory had not been canonically elected by the Holy Synod, therefore creating dissatisfaction among bishops and metropolitans. Lucaris’s supporters finally nominated Anthemius II, Metropolitan of Adrianople, who agreed to leave his position to Lucaris for 40,000 thalers. This sum was allegedly provided by the English and Dutch ambassadors.Footnote 74 Lucaris was able to reclaim the patriarchal throne within the same year of his deposition, but this came at a great deal of struggle and cost. De Harlay once again plotted against Lucaris in 1623 and offered the Ottoman authorities an equally large sum of 40,000 thalers. The Protestant-Orthodox faction was again more successful, for the English and Dutch ambassadors raised a sum of 45,000 thalers, which finally satisfied the Sultan.Footnote 75 Lucaris triumphed once again, but this was a Pyrrhic victory at best: these never-ending struggles had put the Greek Church into no less than 120,000 thalers of debt by 1623.Footnote 76

Showering officials with extravagant gifts was a centuries-old tradition in the city, as Roe observed ‘Dollars are more weighty here, than reasons’.Footnote 77 Both Protestants and Catholics did not hesitate to spend enormous sums in order to keep Lucaris in office, or instead, to depose him. Each Ottoman sultan who ascended the throne would customarily pay a generous amount to the bureaucrats, officials and soldiers called throne ascension gratuity (cülūs baḫşişi)’. In the six years spanning 1617 and 1623 when Mustafa I (reigned 1617–1618 and 1622–1623), Osman II (reigned 1618–1622), and Murad IV (reigned 1623–1640) occupied the throne respectively, the cülūs baḫşişi had to be paid on all four occasions. Each cülūs (enthronement) ceremony had to be financed from the palace coffers in addition to the baḫşiş distributed afterwards, which amounted to an average of 300 million akçes for each occasion. The court finances were so stretched and the treasury so empty by 1623 that Sultan Murad IV’s cülūs baḫşişi could only be paid by coins minted from melted gold pots, utensils and silverware from the palace.Footnote 78 The political instability and the financial strain on the treasury no doubt made the Ottomans more willing to accept sums from foreign dignitaries and the Greek Patriarchate.

While the payment of the pīşkeş and maḳṭūʿ (a lump sum) to the sultan was an official obligation of the patriarch, numerous other payments in the form of gifts to the grand vizier and other high ranking officials came to be expected. Opposing groups of Greek clergy recommended different candidates for the office and each rival faction was willing to offer more. So the incumbent of the patriarchal throne had to outbid any other potential candidate in order to keep the throne and the authority attached to it. The Ottomans indeed realized a considerable sum out of this struggle. For this reason, the Porte tolerated the quarrels between the Catholics and Protestants in Constantinople so long as it posed no threat to the security of trade and continued to line the pockets of the officials. In the larger scheme of things, this new divide offered the Empire an advantage both in foreign and internal politics, as good relations with the representatives could translate into alliances with their kings.


The Jesuit Mission in Constantinople

The root of the conflict between the Orthodox clergy and the Catholic missionaries in Constantinople witnessed in the debate of 1627 goes back to the point when the Jesuits arrived in the city and set up a school which attracted Greek pupils. The Jesuits had first attempted to settle in Constantinople in 1583.Footnote 79 They were based at the Church of St Benedict between the port of Karaköy and the district of Galata, the cosmopolitan quarter of Istanbul, where foreign diplomatic agents, clergymen, Genoese, Greek, Armenian and Jewish subjects and merchants, and European tradesmen ordinarily resided. This attempt failed owing to a plague epidemic that swept through Constantinople that year. Another group of fathers under the leadership of François de Canillac arrived in late 1609 and established a monastery and a school on the premises of the same church. Today, St Benedict is one of the handful of Catholic churches in Istanbul with an active congregation. Its school survived through various incarnations during the past centuries, currently operating as a prestigious private high school under the name Lycée St Benoît.

At the time of the Jesuits’s arrival in Constantinople, the Greek Orthodox Patriarch was Neophytos II (in office 1602–1603 and 1607–1612).Footnote 80 Raphael II (in office 1603–1607), who occupied the throne between Neophytos’s two terms, had shown an interest in Church union and even started a secret correspondence with Rome. Neophytos, now in his second term, continued in Raphael’s footsteps by secretly sending a profession of faith to Rome. He reportedly wished to register his nephew at the Jesuit school and invited Catholic priests to celebrate the Eucharist at the Greek Church during Epiphany.Footnote 81 Neophytos not only cultivated peaceful relations with the Jesuits but also promoted the union publicly. In the spring of 1611, a Greek Catholic priest from southern Italy preached a sermon openly advocating submission to Rome at the Church of St George, the main Orthodox cathedral of the city to this day, situated in the Phanar neighbourhood mainly populated by the Orthodox Greek community. Lucaris, Patriarch of Alexandria at the time, was asked by the Synod to preach a counter-sermon. Having seen the staunch opposition to Roman influence among the Greeks, Neophytos conceded to the Synod’s demands and repudiated the Roman priest.Footnote 82 Neophytos’s successor, Timothy II (1613–1620), was yet another patriarch eager to build rapport with Catholics.Footnote 83 He even sought the protection of the French ambassador de Harlay. De Harlay, in return, supported him for election to the patriarchal throne against Lucaris. The French ambassador, who maintained a ‘secret’ correspondence with Timothy II, found the patriarch very agreeable: ‘a person of great piety and orthodox in doctrine’ as opposed to the ‘heretic’ Lucaris who enjoyed the company of Protestant ambassadors.Footnote 84 De Harlay went as far as to suggest that Lucaris instigated the poisoning of Timothy II at a dinner given at the residence of the Dutch resident in order to remove him. This allegation, like other accusations made against Lucaris by his many enemies, was never substantiated.Footnote 85

The religious, theological, ecclesiastical and political divide is clearly marked in the writings of both the Greeks and the Latins. As mentioned above, to deprive Lucaris of the support of the Orthodox flock, the Jesuits and Rome spread the rumour that he was a Calvinist. On the other hand, Meletios Pegas, Patriarch of Alexandria and Lucaris’s mentor, openly expressed his discontent with the Jesuit attempts to approach and ultimately convert the Greek Orthodox populations, for instance in Chios, the Aegean Island where the Jesuits were most active. In Constantinople in 1598, he wrote a letter to the metropolitan and the clergy of this island, that Nicodemos later printed in London.Footnote 86 In it, Meletios speaks eloquently about his concerns regarding the Jesuits’ various activities:

The children of the Church are taught by deceitful scholars (to say it as it is). Why, they even conduct baptisms through them! Funerals of the departed, visits to the sick, comforting the sad, helping the oppressed, various acts of support, sharing the Eucharist—we conduct all these through them! Many form a bond of fellowship because of the friendly attitude towards them. Soon there will be no hope left (if this is allowed to happen) that those who have been taken in by the constant deceit can be called back to recognize the truth.Footnote 87

The amiable relations of the Greek community with the Jesuits continued at the cost of assimilation until Lucaris ascended the patriarchal throne.

During Lucaris’s term, the services provided by the Jesuit fathers at the Church of St Benedict — conducted in Italian in the morning and French in the evening — attracted large congregations.Footnote 88 Their educational activities also proved extremely popular among the locals.Footnote 89 Many Greeks, including monks, bishops and deacons, were attending lectures at the Jesuit College — indeed, they outnumbered the Catholic pupilsFootnote 90 — so much so that Lucaris was induced to circulate an encyclical advising the Orthodox to remove their children from Jesuit schools in order to protect their impressionable minds from potential ‘heresy’.Footnote 91

Jesuits provided free education in Italian and vernacular Greek that attracted large numbers of pupils from the resident communities. The curriculum spanned grammar, liberal arts and languages.Footnote 92 As well as the regular classes, the Jesuits organized extra-curricular activities such as theatrical performances of mystery plays. These were popular among both the Catholics of Galata and the Greek Orthodox. Plays enacting the lives of early Christian martyrs or tragedies often portraying ‘a sinner converted to Catholicism’ were staged in vernacular Greek, and these dramatic genres thrived thanks to Jesuit efforts in the early seventeenth-century Levant.Footnote 93 The themes and language of the plays make it clear that the Jesuit theatrical performances were aimed at the Greek-speaking population. A good example is the reported staging of a play about the childhood of St John Chrysostom in Constantinople on 13 November 1624, the very day the Orthodox celebrate the feast of the venerated saint.Footnote 94 This particular play is tied intricately to the antagonism between Lucaris and de Harlay. The French ambassador’s eight-year-old son, who grew up speaking Greek just like the other pupils, played the leading role, and he reportedly acted in such an admirable way that Lucaris requested to be invited to the performance to see him reciting the long and complex soliloquies in Greek. This seems extraordinary, given that the patriarch had strongly rebuked the Jesuit theatrical performances just a few years earlier, denounced them as unsuitable for a Greek audience, and warned parents against such ‘traps’ designed to lure Orthodox children to Jesuit schools. Lucaris’s scepticism of theatre is not surprising in the light of the early church’s stance against theatrical performances. Theatre continued to be frequently excoriated by the clergy throughout the Byzantine and post-Byzantine periods, starting with John Chrysostom.Footnote 95 What is striking in this case is Lucaris’s willingness to offer an olive branch to the Jesuits and de Harlay. His move to reinstate peaceful relations with the French in Constantinople, however, was not reciprocated. The resident consul of the Netherlands, the Venetian bailo and the ambassador of the Holy Roman Empire were all among the audience, yet the French ambassador refused to invite Lucaris and Roe to his son’s school play. Very rarely in the history of drama did such an intimate and ordinary performance become the centre point of a diplomatic game between the great powers of Europe.

Nicodemos Metaxas’s Publications on the Procession of the Holy Spirit

In the absence of an equally vivid account of the public dispute that is the subject of this essay, we can only project what the discussion might have entailed from Cyril of Alexandria’s writings on the topic that were in circulation in the city at the time. This requires a brief look at the quotes chosen specifically by Scholarios and printed by Nicodemos at Lucaris’s request. Even more important are those found on pages that have been removed from the original manuscript and later recovered by the publisher, since the major Greek accusation against the Latins is that they ‘invent’ new doctrines by ‘altering’ and ‘corrupting’ the writings of church fathers. Lucaris claimed to be on a mission to remedy these ill-conceived attempts through printing. The Eastern Church’s primary concern in the seventeenth century, as made clear by almost every treatise Nicodemos published, was to ‘preserve’ the writings of the church fathers and to ‘protect’ these texts from the imminent threat of the Latin Church and their publications. One striking example is a passage quoted by Scholarios from Cyril’s letter (no. 39) to John of Antioch which was also included in the decrees of the Council of Ephesus (431). Cyril writes:

We do not permit anyone in any way to upset the defined faith or the creed drawn up by the holy fathers who assembled at Nicaea as the times demanded. We give neither ourselves nor them the licence to alter any expression there or to transgress a single syllable, remembering the words: ‘Remove not the ancient landmarks which your fathers have set’. For it was not they that spoke, but the Spirit of God and the Father, who proceeds from Him and who is not distinct from the Son in essence.Footnote 96

This passage refers to the very argument put forward by the Latins in defence of the filioque, namely Cyril’s statement that the Holy Spirit is essentially (οὐσιωδῶς) not different from the Son (οὐκ ἀλλότριον τοῦ Υἱοῦ). Scholarios, further quotes Cyril in this respect: ‘Hence the Spirit is also one and of one nature, and pours forth as if from a source from the Father; it is indeed not different from the Son’.Footnote 97 Yet, he adamantly claims that the Latins misinterpreted Cyril’s words.Footnote 98 In frustration, which was certainly shared by Lucaris and Nicodemos two centuries later in Constantinople, Scholarios asks:

Where exactly does Cyril say that the Spirit has its existence from the Son, or from the Father and the Son at the same time? Or that the Spirit proceeds from the Father and the Son, or that the Son is the origin of the Spirit? Or the cause of the existence of the Spirit? Or that [the Son] is simply the cause of the Spirit? So, is it to be trusted that this is Cyril’s good opinion and that of the whole Eastern Church?Footnote 99

The need to express the Greek Orthodox position regarding the focal doctrinal point of divergence between the two churches, the addition by the Latins of the filioque clause to the Creed, resonated strongly with Lucaris and his close circle at the time of the discussion. The Jesuits had no desire to move an iota from Rome’s standpoint, even in order to appeal more to their Greek audiences. They rather preferred to re-interpret the Alexandrian father and cling onto scraps of evidence that he agreed with the filioque clause, even though Cyril of Alexandria’s writings predate the East-West schism and the escalation of the filioque controversy.


Conclusions

The sheer amount of money, effort and human resources that went into establishing one viewpoint over the other both by the pope and the patriarch demonstrate that there was more at stake than theological concerns. The writings of the church fathers remained relevant centuries after their composition and were utilized both in print and in oral debates to influence public opinion and to win political battles. Cyril of Alexandria’s writings in particular contain a number of passages in which he talked about the Holy Spirit proceeding from or through the Son. Both Latins and Greeks later used these passages to prove or disprove that it is right to add the filioque to the Nicene Creed. Although the social, religious and political framework of seventeenth-century Constantinople was very different from that of fifth-century Alexandria, Cyril’s opinions still carried so much weight and commanded such authority that they became a popular and effective propaganda tool for both the Eastern and the Western church.

The irreconcilable divide between the Latin and the Eastern churches, namely whether the Holy Spirit proceeded from the Father alone according to the Greek theologians, or from the Father and the Son according to the Latin doctors, could not be remedied either by peaceful negotiation or by fierce conflict. It is obviously not for a historian to take sides in such a conflict. The Greeks felt that the Jesuits used underhand techniques to ingratiate themselves with the local population and ultimately deceived them. The Propaganda Fide printed catechisms and other textbooks in the Greek vernacular which contained their own theological interpretations, even when they were clearly at odds with that of the Eastern Church. They hid the authorship of these texts by not printing the author’s name on the title page, but rather claiming there that they contained ‘orthodox’ doctrine. One can see why the Greek clergy complained about this. This approach did not foster ecumenical understanding.

In the end, no publication nor public dispute was powerful enough to establish the true meaning of the writings of the early church fathers. No conciliation between the Latins and the Greeks with regards to the filioque clause could be achieved. Instead, in Constantinople during the early seventeenth century, dispute around the interpretation of the church fathers eventually led to the destruction of both factions. The Greek press of Constantinople, an important outlet for the dissemination of Orthodox theological tracts, ceased activity abruptly in January 1628 due to the complaints of the Jesuits. The owner of the printing house, Nicodemos Metaxas, had been publishing tracts in order to put forward the Greek stance on various issues that divided the two churches such as the procession of the Holy Spirit, the primacy of the pope, purgatory, original sin, and the sacrament of the Eucharist for members of all denominations to read. According to his own account of events, all he intended to do was to open a platform for discussion. As he makes clear in the lengthy and philosophical preface he appended to the edition of Scholarios, his main aim was to defend the ‘truth’ (ἀλήθεια) in the face of all adversities while transmitting the true word of the Scriptures and the teachings of the early church fathers. To this effect, Nicodemos published tracts in vernacular Greek as much as possible.Footnote 100 This open and democratic approach, unfortunately, did not resonate with his readership in Constantinople. The Greek clergy and the community were too divided to show solidarity and support for the first attempt to found a Greek publishing house in the Ottoman capital, whereas the Jesuits felt antagonized by its activity and perceived it as a threat to their mission.

In a similar fashion, the Jesuit fathers were banished in March of the same year as a result of the complaints from Lucaris, who considered their existence a threat to his own. The Jesuit school attached to the St Benedict Church, an important centre for vernacular learning and cultural activity for both the Latin and Greek communities, was shut down. The Patriarchate, having lost its printing press and accumulated substantial debts, benefitted very little from the departure of the Jesuit mission.

All that is left to posterity after this damaging patristic fracas is a handful of reports relating the public discussion on the filioque question that took place on a September evening in the Jesuit library in Constantinople. The first and only early modern edition of Scholarios’s treatise printed by Nicodemos, however, survives in sixteen copies worldwide. The circumstances of the editing and printing of Scholarios’s Orthodox Refuge in London and the reverberations of its circulation in Constantinople demonstrate the importance of Greek sources in reconstructing patristic scholarship in the east as well as the west.