TENNESSEE HISTORY Classroom
FULL HISTORY STORIES

The Battle that lost the South

Following the fall of Fort Sumter and early Confederate victories in Virginia, then-President Lincoln started to focus his efforts on the western theater of the war in Tennessee in hopes of gaining a few victories that would boost morale in the Union as many were still very opposed to the North’s war efforts.
President Lincoln knew he didn’t have much to work with in the west. He had appointed an officer with a questionable record to command.
Hiram Grant had questionably gained admittance to the West Point Military Academy, where his name was accidentally entered into the record by his congressman as Ulysses Simpson Grant, and had graduated 21 out of a class of 39. He served well in the Mexican War, however, and achieved the battlefield rank of Captain in the conflict for his bravery under fire.
Following a number of postings in the East where he and his newlywed wife were able to be together, he was suddenly transferred out West to California. The loneliness of the posts and the fact he was forced to leave his wife behind began posing problems for the officer. He started drinking heavily and developing a reputation that led to him becoming known somewhat as a drunkard. It led to numerous conflicts with his superiors and he eventually resigned his commission over it. Grant returned to Missouri where he barely survived doing odd jobs and selling firewood at 50 cents a cord. He was eventually forced to move back to his family’s home in Illinois and was working in his father’s leather shop when the war began.
The 39-year-old former soldier jumped at the opportunity it offered and he raised a volunteer force in Galena, IL. to serve in the Union Army. In June 1861, Illinois made him a Colonel of the new 21st Illinois Infantry and Grant rigorously trained the volunteers until he got them into fighting shape. Although untested in battle, President Lincoln accepted them, made Grant a Brigadier General of the Illinois volunteers, and sent him and the men
to Paducah, Ky.



After a promising start, Gen. Grant’s first offensive against the Confederates near Belmont, MO. ended badly when reinforcements arrived and forced his army into retreat.
The defeat had shocked Northern command and was a serious blow to the Illinois general, but in February 1862, his commanding officer General Henry Halleck authorized Grant to move against Forts Henry and Donelson in upper middle Tennessee.
The Confederate forces under command of the popular General Albert Sydney Johnston. General Johnston knew the Cumberland and Tennessee Rivers were vital to the South and offered a possible highway of destruction if Union forces gained access to them. While so much attention had been focused on the protection of the Mississippi River, little thought had been given to the Tennessee rivers until Gen. Johnston decided to make his headquarters at Nashville. At that point, the General turned his attention to Fort Donelson near the Kentucky border and decided it and the neighboring Fort Henry would be where the defense of Nashville would take place. The Confederates poured their resources into developing it into a first class defensive position.
Fort Donelson sat 63 miles northwest of Nashville in Stewart County. It rested on a ridge 120 feet above the Cumberland River with a commanding view of the surrounding countryside. To fortify it, the Confederates had laid in a rifle pit two and a half miles in length and three heavy artillery batteries on the closest banks of the Cumberland guarding the river. Fort Henry, which sat 12 miles away on the Tennessee River, was less fortified. It did have 17 heavy guns and a similar rifle pit held by 3,000 men under command of Gen. Lloyd Tilghman.
Word soon came to Gen. Johnston in late January 1862 that Union forces around the City of Cairo, Illinois were mobilizing and moving south. The Confederate leader decided to split his 30,000-man-force and dispatched 16,000 to Fort Donelson to defend Nashville, while he kept the rest in observation of the Union at Louisville, Ky. Gen. Johnston entrusted command of the Fort Donelson forces to three respected chiefs of brigade – Generals John Floyd, Gideon Pillow, and Simon Buckner. Of the three, Simon Buckner was the most feared and General Floyd, who was the ranking officer, was considered a prize to be captured by Union Army. Pillow was thought of as a good officer, but given to infighting, which could pose problems in command decisions. He was under indictment by a grand jury in Washington, D.C. for his actions while serving as the Secretary of War under President Buchanan.
On February 2, Commodore Andrew Foote left Cairo in the lead of four ironclad ships to engage Fort Henry. He arrived two days later and saw an unbelievable opportunity. The winter rains had flooded Fort Henry and, while it was heavily guarded, the water allowed his ironclads to steam right up to the fort. Confederate sentinels had seen the ironclads steaming towards the fort and, as they came into range on Feb. 6, opened fire on the approaching fleet. The battle was short-lived, however, and Confederate General Tilghman was soon forced to surrender the fort to Foote – marking the first time in history a naval fleet had taken a fort without ever stepping foot on the soil. Tilghman surrendered with 78 men and reported 16 killed in the battle, but had bought enough time for the remaining 3,000 men in the rifle pits under command of Colonel Heiman to retreat to Fort Donelson. Soldiers stationed at Donelson heard the battle raging 12 miles away and began digging in for the battle and waiting for reports.
The Union suffered some slight damage on the ships and reported 29 killed or wounded. Gen. Grant arrived to late at Fort Henry to take part in the battle and started making plans to take Fort Donelson.
From Feb. 6 - 12, General Grant spent the time surveying the countryside and finding roads to transport the troops and equipment to the heavily guarded Donelson. During this time, Confederate forces were also moving towards the fort. On Feb. 9, General Pillow arrived at Donelson followed by General Buckner on the 11th and Commanding General Floyd on the 13th. The false spring day of Feb. 13 saw 28 Confederate Regiments in defense of the Fort. Thirteen were from Tennessee, two from Kentucky, six from Mississippi, one from Texas, two from Alabama, and four from Virginia.
Grant and his men marched from Fort Henry towards Donelson and the Union officer arrived at a clearing two miles from the City of Dover and seized the Crisp Home as his headquarters while his men moved into the region. On the evening of February 12, General U.S. Grant and his army of 20 thousand men looked upon Fort Donelson. Commodore Foote and six ironclads had passed into the Cumberland River and were drawing near the fort. The Union ironclad Carondelet under command of Commander Walke had slipped ahead of the flotilla and was lying in wait below the fort awaiting the arrival of the fleet.
Grant dispatched his generals to their respective positions opposite their Confederate counterparts and waited for orders. Snipers and small units were sent out to skirmish with Confederate forces in hopes of unmasking their positions and showing where heavy artillery could be brought up and put in place.
Confederate soldiers laid in wait for orders as well and listened as axes tore through the surrounding forest to make way for the advancing troops. As the sun rose on the morning of Feb. 13, the Union cannons opened fire, which was returned in force by the Confederates. General Grant then engaged the Confederate Infantry lying in the rifle pits around the fort. Three Union regiments charged at the rifle pit crashing through the undergrowth. Confederate Colonel Heiman saw the approaching force and had the batteries start shelling before the Union soldiers had cleared the forest. As they cleared the woods, Confederate infantrymen opened fire. The Union kept coming and, as they approached the pits, the breastworks were set on fire and the smoke offered a screen that prevented them from gaining ground against Confederate fire. Twice more the Union rallied and charged and twice more they were repulsed by the Confederates and sent into retreat towards the rear area.
Around 11 a.m., Commander Walke was joined by flag-officer Foote at his position and, with the victory at Fort Henry still fresh on Foote’s mind, he directed his ships dangerously close to the water batteries defending the position. The Confederate batteries tore into Foote’s fleet – sinking two ironclads, disabled two others and forced Foote to withdraw with 54 men killed or wounded. The Confederate gunners had each picked a ship to target and stayed with her throughout the naval assault firing.
Grant, in the throes of trying to control the battle operations, ordered Foote to retire to Cairo for repairs and to gather reinforcements. Union General Lew Wallace, who had been left with a small force at Fort Henry, was now ordered to join the assault on Donelson.
As night fell, winter returned to the region with a vengeance. The armies were so close to each other that none dare start a fire and it added to the miserable feeling that was gripping the Union Army. Snow began to fall and temperatures hovered well below freezing.
Councils were held in Fort Donelson and offensive plans made for the following morning to push the Union off of the to Nashville. Preparations were made for the ensuing charge. The Confederate soldiers were taken out of the rifle pits and massed to the left side. The ground was covered with ice and snow, but the soldiers moved quietly into position. The hard winds prevented Union sentries from noting the movements of the forces. As dawn broke, buglers started sounding reveille for the Union soldiers when all hell broke loose on the right side of the lines. The Union soldiers fell back to their regiments and regrouped quickly. Union commanders quickly gained control of their men and returned fire with a vengeance, which prevented a massacre in their ranks. The Confederate soldiers, under command of Gen. Pillow, kept charging the position and driving the Union back. The "rebel yells" of the Confederates told the Northern command they were losing real estate fast. Gen. Grant, who was meeting with Commodore Foote on the ironclad St. Louis, and was away from the battlefield. Both Confederate Generals Pillow and Buckner had accomplished their mission and regained the roads leading to Nashville. At that point, Gen. Pillow, without consulting commanding General Floyd, ordered Gen. Buckner to go after the retreating troops. General Grant returned and ordered his generals to retake their position. With the Confederate troops strung out after the retreating soldiers, a Union counter-offensive managed once again take control of the road leading to Nashville. By nightfall, the dead and wounded were being removed from the fields and forest around Fort Donelson.
During the night of Feb. 15, the Confederate commanders and field officers met at headquarters. An up and coming officer, Col. Nathan B. Forrest, had done reconnaissance on the region and discovered the Union had reoccupied the grounds surrounding the fort, but that he felt the Confederates could cut their way out of it. General Simon Buckner, however, disagreed and proposed that, since they had accomplished their mission and bought time for General Johnston to move his army from Bowling Green to Nashville, the fort should be surrendered with the best possible terms for his men. Generals Floyd and Pillow agreed, which infuriated Forrest. Floyd, fearing capture, somehow managed to acquire two steamboats to aid in removing he, General Pillow, and 2,500 men from the field.
Col. N.B. Forrest, who was disgusted with the unnecessary surrender of the fort, gathered his men and told them what was happening. With 500 cavalry and some smaller units, Col. Forrest quietly and under cover of darkness, led his men through the icy Cumberland River to the opposite shore and started them towards Nashville.
On the morning of Feb. 16, 1862, General Simon Buckner opened communications and sent word to Union General Grant that he wanted to discuss terms of surrender.
General Grant and his officers were preparing at that moment to make an all out assault on Fort Donelson. Their supplies were dangerously expended and all they could hope to do, it was thought, was to make a final assault on the fort with the Union forces. As they were bracing themselves for heavy casualties, Gen. Grant surprisingly received word that Gen. Buckner wanted to meet and discuss terms, to which Grant responded:
"No terms except unconditional and immediate surrender can be accepted. I propose to move immediately upon your works."
General Simon Buckner surrendered 14,500 men, 57 guns, and a large amount of ammunition and stores to General Grant. The Confederate casualties during the week-long siege amounted to around 2,000 men. The Union casualty rate was 510 killed, 2,152 wounded, and 224 missing. Word of the Confederate surrender spread across America like wildfire and earned Brigadier General Grant wide acclaim. The capture of Forts Henry and Donelson broke the first line of defense in the Mississippi Valley and caused the abandonment of Columbus, Bowling Green, and Nashville – effectively splitting the South into two parts and forcing the Confederacy to deal with a war on two fronts.
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Through the years, historians and military tacticians have concluded that the unnecessary surrender of Fort Donelson by Generals Buckner, Floyd, and Pillow, was the key defeat that led to the Union gaining the edge it needed to win the War Between the States.
The battle has been endlessly written about and studied, but few people are aware today of the impact it had on the War because of the intense focus being placed on the Virginia campaigns. While many facts for this story were gathered from original Confederate accounts of the battle, I was also able to acquire a detailed report from the writings of Union General Lew Wallace, who would go on to a brilliant post-war career as a politican and writer. It appears to all who study the American conflict that the Battle of Fort Donelson should have gone down in the books as a major Confederate victory and the surrender is still regarded as one of the greater mysteries of the War Between the States.
"The Confederates had the Union defeated," said Tennessee Wars Commissioner Jerry Lessenberry. "Even though they outnumbered the Confederates, they had expended their supplies and were really out fought on the battlefield. The surrender was one of, if not THE, biggest surprises of the war. Forrest could’t believe it when he came in on the generals discussing surrender and told them so. He also told them he would never surrender the men who had been entrusted to him. The surrender just became one of those strange occurrences that happen in wartime. I think if they had listened to Forrest things would have turned out a lot differently."
Because of the victories at Forts Henry and Donelson, Gen. Grant gained the favor of then-President Lincoln and would eventually rise to become the Commanding General of the Union Army. Grant’s commanding officer, General Halleck, became immediately jealous of Grant’s success and back-stabbed him at every corner over his drinking problem. Lincoln eventually told them he didn’t care about Grant’s problems because the crumpled old general wasn’t afraid to fight.
Grant’s ability as a military leader and a warrior would also gain the respect of numerous Southern commanders, who later befriended him following the War Between the States. When he was elected President, Grant led the way in ensuring true amnesty was granted to those Americans who had supported the Southern cause and he supported the Confederate veterans organizations efforts in honoring those who had fallen on the battlefield.
Following the war, Grant was interviewed by numerous journalists on his sentiments towards the South and the victory that launched his career. He was once asked by a U.S. Senator what he thought about the Southern fighting spirit and the flag still prominently displayed by the former soldiers. Grant spoke highly of his former enemies and said "they were tattered, ill-shod, and usually suffering from hunger, but they fought like demons for their cause. When we saw the flag coming, we knew it was the sacred soul of the Southern warrior".
Following Grant’s death, many former Southern leaders who had fought Grant in battle attended the general’s funeral. Former Confederate General Simon Buckner would even go on to serve as a pallbearer at Grant’s funeral.
Following the surrender of Fort Donelson, General Simon Buckner was released in a Prisoner exchange in August 1862 and led a division in the Confederate Army of Tennessee – seeing service at Murfreesboro and Chickamauga. He would go on to attain the rank of Lt. General and surrender at Baton Rouge, LA in 1865, He went on to serve as Governor of Kentucky and was eventually Democratic nominee for Vice President in the 1896 elections.
Both Generals Floyd and Pillow would go on to serve in the Confederate Army and distinguish themselves in battle. It still remains a question among historians as to where General Floyd was able to acquire the small steamboats he, Pillow, and 2,500 men used to escape from Fort Donelson.
Fort Donelson and the surrounding battlefield were eventually developed into The Fort Donelson National Battlefield Park. The 536-acre facility includes the Fort Donelson National Cemetery, which was established in 1867, the Dover Hotel, where the surrender took place, visitor center, and Fort Donelson with all of its associated rifle pits and cannon batteries.
Approximately 20 percent of the core battlefield is preserved within the park and it is one of the leading tourist attractions in upper middle Tennessee. There are numerous trails and activities available at the Park. In addition, guided tours are available by request and officials say you should set aside at least two hours to visit Fort Donelson. During the summer, the park hosts daily living history and costume demonstrations. A cassette tour is also available for those wishing to take the self-guided auto tour of the battlefield. For more information about visiting the Park or arranging tours, you can contact them at (931) 232-5348. Admission is free to the Park.
Nearby Fort Henry is also a site worth visiting. In the 1970s, the Tennessee Valley Authority, college students, historians, Scout Troops, and the National Park Service set about creating a national recreational trail that follows the route taken by Grant’s Army from Fort Henry to Fort Donelson. The actual Fort Henry site was flooded over by TVA in the creation of Kentucky Lake.
The Fort Henry Trail System offers a score of hikes for all ages and even allows for overnight hiking trips as well. Trail maps are available at the South Welcome Station and Piney Flats campground.