2017-02-28T14:09:01-06:00 2016-06-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2015-07-01 042104254 GORE PLACE SOCIETY GORE 7818942798 52 GORE STREET WALTHAM MA 02453 SUSAN ROBERTSON EXECUTIVE DIRECTOR 7818942798 2017-02-27 1 ALFONSO PERILLO P00950491 6172276161 2017-02-27 2015 2021-01-29 14:40:06Z SUSAN ROBERTSON 52 GORE STREET WALTHAM MA 02453 3112689 0 X HTTP://GOREPLACE.ORG X 1935 MA THE MISSION OF GORE PLACE IS TO PRESERVE AND PROMOTE THE 1806 COUNTRY ESTATE OF CHRISTOPHER AND REBECCA GORE AS A UNIQUE COMMUNITY RESOURCE THAT TELLS THE STORY OF EARLY 19TH CENTURY AMERICAN LIFE. 22 22 19 65 0 0 855302 209972 131923 148372 436764 254807 97815 216670 1521804 829821 0 0 0 0 477499 528156 0 0 136259 418682 561042 896181 1089198 625623 -259377 11737882 11268721 700808 639401 11037074 10629320 X THE MISSION OF GORE PLACE IS TO PRESERVE AND PROMOTE THE 1806 COUNTRY ESTATE OF CHRISTOPHER AND REBECCA GORE AS A UNIQUE COMMUNITY RESOURCE THAT TELLS THE STORY OF EARLY 19TH CENTURY AMERICAN LIFE. 0 0 615019 149952 MUSEUM OPERATIONS - GORE PLACE SOCIETY IS A MEMBERSHIP ORGANIZATION THAT PRESERVES, RESTORES AND PROMOTES GORE PLACE, THE EARLY 19TH CENTURY ESTATE OF CHRISTOPHER AND REBECCA GORE AS A UNIQUE COMMUNITY RESOURCE THAT TELLS THE STORY OF EARLY 19TH CENTURY AMERICA. GORE PLACE IS A NATIONAL HISTORIC LANDMARK WITH PARTICULAR SIGNIFICANCE FOR ARCHITECTURE AND AMERICAN LABOR HISTORY. THE MANSION HOUSES THE LARGEST COLLECTION OF EARLY 19TH CENTURY BOSTON MADE FURNITURE IN A HISTORIC HOUSE. GORE PLACE IS ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS. THE GORE ESTATE HAS 50 ACRES OF LAWNS, GARDENS AND FARM FIELDS WITH A 1793 CARRIAGE HOUSE, AND 1806 MANSION, AND 1835 FARM MANAGER'S COTTAGE AND A SMALL FARM OF PERIOD BREEDS OF ANIMALS AND POULTRY. A YEAR-ROUND CALENDAR OF PROGRAMS INCLUDES DAY AND EVENING TOURS, EXHIBITS, LECTURES, DRAMAS, CONCERTS, CLASSROOM AND FAMILY EDUCATION PROGRAMS BOTH IN THE MANSION AND ON THE FARM, PUBLICATIONS, WORKSHOPS, FARM GATHERINGS, FARM STAND, SUMMER INTERN PROGRAM AND FESTIVALS. THE LARGEST EVENT IS THE ANNUAL SHEEP SHEARING FESTIVAL IN APRIL. IN 2016, THE GORE PLACE SHEEPSHEARING FESTIVAL HAD 10,000 ATTENDEES. AN ESTIMATED 30,000 VISITORS USE THE ESTATE ANNUALLY FOR PROGRAMS AND RECREATION. 43660 PRESERVATION AND RESTORATION - SINCE ITS FORMATION IN 1935, GORE PLACE SOCIETY HAS BEEN COMMITTED TO THE PRESERVATION OF THE GORE ESTATE AND ITS COLLECTIONS. THE MANSION WAS DESIGNED BY REBECCA GORE AND FRENCH ARCHITECT JACQUES-GUILLAUME LEGRAND AFTER CHRISTOPHER GORE HAD COMPLETED DIPLOMATIC DUTY IN ENGLAND. THE 50-ROOM BRICK STRUCTURE IS THE OLDEST SURVIVING ELECTED GOVERNOR'S MANSION IN MASSACHUSETTS AND IT IS AN OUTSTANDING EXAMPLE OF AMERICAN NEOCLASSICAL (FEDERAL) ARCHITECTURE. THERE ARE HIGH CEILINGS, MARBLE FLOORS, OVAL ROOMS, CURVED DOORS AND MOLDINGS, A FULL-SPIRAL CANTILEVERED STAIRCASE AND LARGE WINDOWS. IN 2015, THE RELOCATION AND RESTORATION OF THE 1793 CARRIAGE HOUSE WAS COMPLETED. AN IMPORTANT PROGRAM OF RESEARCH TO BETTER UNDERSTAND AND INTERPRET HOW THE GORES LIVED ON THE ESTATE CONTINUES AND IS USED TO GUIDE INTERPRETIVE PLANNING AND PROGRAMS. A MASTER LANDSCAPE PLAN AND A STRATEGIC PLAN FOR THE GORE PLACE FARM GUIDE FUTURE RESTORATION OF THE LANDSCAPE. YEAR ROUND EDUCATION AND INTERPRETATION PROGRAMS AT GORE PLACE ATTRACT MORE THAN 15,000 VISITORS EACH YEAR. TOURS IN THE MANSION HAVE MULTI-SENSORY TOUCHABLE OBJECTS AND GUIDES WHO ARE TRAINED IN GIVING TOURS TO VISITORS WITH A VARIETY OF ABILITIES. THERE ARE ALSO COSTUMED GUIDED EVENING TOURS. OTHER PROGRAMS INCLUDE SEASONAL EXHIBITS AND LECTURES; SELF-GUIDED TAKE-A-WALK BACKPACKS FOR OUTDOOR NATURE EXPLORATION; AN OUTDOOR STORY TRAIL WITH ILLUSTRATED PAGES FROM A CHILD'S BOOK THAT CHANGES WITH THE SEASON AND A BOOK NOOK AND BENCHES TO ENCOURAGE READING; WINTER SNOWSHOEING. PRESCHOOL PLAY TIMES; AN ANNUAL COMMUNITY BOOK SALE; OUTDOOR SCAVENGER HUNTS; DRAMAS; WORKSHOPS; CONCERTS; TEAS. PUBLICATIONS INCLUDE A BIOGRAPHY OF THE GORES, THE HOUSE SERVANT'S DIRECTORY BY ROBERT ROBERTS WHO WAS BUTLER TO THE GORES, A DVD ON THE GORE STORY, A SELF-GUIDED OUTDOOR WALKING TOUR, AND SEVERAL SMALLER PUBLICATIONS ON THE GORE STORY. THE 50 ACRE GORE ESTATE IS MAINTAINED AS AN AGRARIAN LANDSCAPE AS IT WOULD HAVE BEEN DURING THE GORE OCCUPANCY. THERE ARE PERIOD VARIETIES OF SHEEP, POULTRY AND PIGS AS WELL AS ORGANICALLY GROWN ROW CROPS AND DEMONSTRATION RAISED BEDS. VEGETABLES, EGGS AND MEAT ARE SOLD AT A FARM STAND ON SITE OR GIVEN TO A COMMUNITY KITCHEN. HORTICULTURE AND AGRICULTURE WORKSHOPS OFFER ADVICE AND INSTRUCTION FOR LOCAL GARDENERS WHILE CORN ROASTS, OUTDOOR PERFORMANCES AND WAGON RIDES ENCOURAGE VISITORS TO ENJOY THE OPEN SPACE AND ANIMALS. COMMUNITY GROUPS USE THE GROUNDS FOR PROGRAMS THAT REQUIRE OPEN LAND SUCH AS CUB SCOUT ROCKET DAY, ARCHERY LESSONS, CHAMBER OF COMMERCE ANNUAL BARBECUE AND THE TRAVELING VIETNAM VETERANS MOVING MEMORIAL WALL. THE GORE PLACE FARM IS A UNIQUE COMMUNITY RESOURCE SERVING MORE THAN 15,000 VISITORS EACH YEAR. 658679 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X SUSAN ROBERTSON 7818942798 52 GORE STREET WALTHAM MA 02453 JAMES HUNNEWELL JR PRESIDENT 2.00 X X 0 0 0 ELECTA TRITSCH VICE PRESIDENT 2.00 X X 0 0 0 LINDA WISEMAN VICE PRESIDENT 2.00 X X 0 0 0 THOMAS KOHLER SECRETARY 2.00 X X 0 0 0 WILLIAM DIERCKS TREASURER 2.00 X X 0 0 0 DEBORAH GATES ASSISTANT TREASURER 2.00 X X 0 0 0 PAMELA SWAIN AT-LARGE 1.00 X 0 0 0 HELEN DOGGETT-PLANTE GOVERNOR 1.00 X 0 0 0 CATHERINE FERRERA GOVERNOR 1.00 X 0 0 0 SUSAN KEARNEY GOVERNOR 1.00 X 0 0 0 JOHANNA MCBRIEN GOVERNOR 1.00 X 0 0 0 KAREN MCFARLAN GOVERNOR 1.00 X 0 0 0 FRAN PERRY GOVERNOR 1.00 X 0 0 0 DANIEL QUINN GOVERNOR 1.00 X 0 0 0 GEORGE TALL GOVERNOR 1.00 X 0 0 0 TOM THALER GOVERNOR 1.00 X 0 0 0 ELIZABETH HAGOPIAN GOVERNOR 1.00 X 0 0 0 ED HOWLAND GOVERNOR 1.00 X 0 0 0 PETER MEEK GOVERNOR 1.00 X 0 0 0 MARK L SCHMID GOVERNOR 1.00 X 0 0 0 VIRGINA WHITE GOVERNOR 1.00 X 0 0 0 STEWART WOODWARD GOVERNOR 1.00 X 0 0 0 SUSAN ROBERTSON EXECUTIVE DIRECTOR 40.00 X 109280 0 5738 109280 0 5738 1 0 0 0 ALLEGRONE CONSTRUCTION COMPANY 273 NEWELL STREET PITTSFIELD MA 01201 CONSTRUCTION 997806 1 23309 9700 176963 13981 209972 PROGRAM EVENTS 900099 118239 118239 ADMISSIONS 900099 17915 17915 FARM STAND SALES 900099 12218 12218 148372 212904 212904 153848 23664 130184 130184 130184 2267911 2225208 800 42703 -800 41903 41903 113289 28383 84906 84906 6393 4813 1580 1580 829821 149952 0 469897 104226 52113 52113 374845 198109 107819 68917 3886 2524 929 433 3734 2885 708 141 41465 17329 13771 10365 22946 22946 24905 24905 3241 3241 14633 14633 41469 8921 28258 4290 22099 22099 258 258 3262 3262 20877 20877 148055 147257 798 42751 42751 PROGRAM EVENT EXPENSES 80408 80408 PROGRAM SERVICES 76736 76736 PROJECT EXPENSES 44963 44963 SECURITY 14439 14439 1089198 658679 294260 136259 83860 102410 412966 309967 34890 22875 18434 18756 3044 5165495 838627 4309421 4326868 6875267 6487845 11737882 11268721 98178 45565 3500 19822 14528 579308 579308 700808 639401 X 6334071 6023926 2735472 2637863 1967531 1967531 11037074 10629320 11737882 11268721 -259377 -148377 0 X X 0 1 X 1 0 X 246348 371854 564863 855302 209972 2248339 246348 371854 564863 855302 209972 2248339 43854 2204485 276838 278689 272464 364197 366752 1558940 3807279 1035088 0.57900 0.59510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 6988404 79317 495630 6572091 5420473 2740063 179704 1351836 6988404 5235670 810168 625365 5420473 5174973 510337 449640 5235670 5624851 157 38598 488633 5174973 0.61460 0.29940 0.08600 0 0 24600 24600 4832276 610844 4221432 182655 139619 43036 125964 88164 37800 4326868 576931 -148377 -80408 -228785 805716 24905 -800 24105 829821 984685 800 800 983885 24905 80408 105313 1089198 PART III, LINE 1A: THE SOCIETY HAS ELECTED TO NOT DISCLOSE DONATED COLLECTIONS UNDER U.S. GAAP FOR COLLECTION ITEMS AS THEY MET ALL THE FOLLOWING CRITERIA: HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; PROTECTED, KEPT UNENCUMBERED, CARED FOR, PRESERVED; AND SUBJECT TO AN ORGANIZATIONAL POLICY THAT REQUIRES THE PROCEEDS OF ITEMS THAT ARE SOLD TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS EXPENSES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM INSURANCE RECOVERIES ARE REFLECTED AS REVENUE. THE SOCIETY HAS A DE-ACCESSION PROGRAM TO SELL ITEMS OF ITS COLLECTIONS THAT DO NOT MEET THE OBJECTIVES OF THE SOCIETY'S OVERALL MISSION. UNDER THE POLICY, PROCEEDS FROM SALES OF COLLECTIONS SHALL BE PLACED IN A FUND RESTRICTED TO PURCHASE FUTURE COLLECTION ITEMS THAT MEET THE SOCIETY'S MISSION AND GOALS. THERE WERE NO SIGNIFICANT SALES OF COLLECTIONS FOR THE YEARS ENDED JUNE 30, 2016 AND 2015. PART III, LINE 4: THE SOCIETY'S COLLECTIONS CONSIST OF FURNISHINGS AND OTHER ACCESSORIES OF THE LATE 18TH AND EARLY 19TH CENTURY. PART V, LINE 4: THE SOCIETY'S BOARD DEISGNATED ENDOWMENTS ARE USED AT THE BOARD'S DISCRETION. THE TERM ENDOWMENTS REPRESENT CUMULATIVE EARINGS AND APPRECIATION ON PERMANENT ENDOWMENTS THAT ARE RESTRICTED FOR: GROUNDS, MAINTENANCE AND ACQUISITION OF COLLECTION ITEMS AND SUBJECT TO THE SOCIETY'S SPENDING POLICY. THE SOCIETY USES THE EARNINGS ON ITS PERMANENT ENDOWMENTS IN ACCORDANCE WITH DONOR INSTRUCTIONS OR ITS SPENDING POLICY. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROGRAM EVENT EXPENSES REPORTED NET OF REVENUE ON FINANCIAL STATEMENTS -80,408. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER LOSS REPORTED ON STATEMENT OF REVENUE -800. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER LOSS REPORTED ON STATEMENT OF REVENUE 800. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROGRAM EVENT EXPENSES REPORTED NET OF REVENUE ON FINANCIAL STATEMENTS 80,408. FORM 990, SCHEDULE D, PART V, LINE 1B CONTRIBUTIONS THE CONTRIBUTIONS REPORTED FOR THE IMMEDIATE PRIOR YEAR REPRESENT AMOUNTS PREVIOUSLY REPORTED AS UNRESTRICTED UNDESIGNATED FUNDS, WHICH WERE RECLASSIFIED TO UNRESTRICTED BOARD DESIGNATED ENDOWMENT FUNDS IN 2015. SHEEP SHEARING FESTIVAL 113289 113289 5225 23158 113289 113289 5225 23158 28383 84906 FORM 990, PART I, LINE 6, NUMBER OF VOLUNTEERS VOLUNTEERS PROVIDE EVENT SUPPORT, TOURS, RESEARCH, EXPERTISE IN PROJECT MANAGEMENT, LANDSCAPING, FARMING AND OFFICE ASSISTANCE. FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON OR BUSINESS MAY BECOME AN ANNUAL MEMBER OF THE SOCIETY IMMEDIATELY UPON PAYMENT OF DUES APPROPRIATE TO THE CLASS OF MEMBERSHIP. THE BOARD OF GOVERNORS SHALL HAVE THE POWER TO DEFINE THE CLASSES OF MEMBERSHIP AND TO FIX THE AMOUNT OF DUES AND PRIVELEGES FOR EACH CLASS. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING, THE MEMBERS HAVE THE RIGHT TO NOMINATE FROM THE FLOOR AND ALSO VOTE FOR A SLATE. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WAS GIVEN TO THE EXECUTIVE COMMITTEE AND THE BOARD OF GOVERNORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD IS PRESENTED WITH THE CONFLICT OF INTEREST POLICY AND BOARD MEMBERS ARE ASKED TO SIGN IF THEY HAVE NOT DONE SO. ALL NEW BOARD MEMBERS ARE REQUIRED TO SIGN THE POLICY UPON JOINING THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF GOVERNORS AS WELL AS AN ANNUAL COMPARISON TO REGIONAL ASSOCIATIONS SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.