2016-05-11T12:56:43-05:00 2015-06-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2014-07-01 042104254 GORE PLACE SOCIETY GORE 7818942798 52 GORE STREET WALTHAM MA 02453 SUSAN ROBERTSON EXECUTIVE DIRECTOR 7818942798 2016-05-05 1 ALFONSO PERILLO P00950491 6172276161 2016-04-27 2014 2016-08-17 19:52:53Z SUSAN ROBERTSON 52 GORE STREET WALTHAM MA 02453 4298203 0 X WWW.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. 21 21 21 85 0 0 564863 855302 15777 131923 478002 436764 93816 97815 1152458 1521804 0 0 0 0 390846 477499 0 0 96995 384275 418682 775121 896181 377337 625623 10757154 11737882 92529 700808 10664625 11037074 X THE MISSION OF GORE PLACE IS TO PRESERVE AND PROMOTE THE 1806 COUNTRY ESTATE OF CHIRSTOPHER AND REBECCA GORE AS A UNIQUE COMMUNITY RESOURCE THAT TELLS THE STORY OF EARLY 19TH CENTURY AMERICAN LIFE. 0 0 492232 134442 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 MUSEUM TO INSPIRE AN APPRECIATION OF FEDERAL PERIOD 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 2015, THE SHEEP SHEARING FESTIVAL HAD 10,000 ATTENDEES. AN ESTIMATED 30,000 VISITORS USE THE ESTATE ANNUALLY FOR PROGRAMS AND RECREATION. 34044 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 POST-REVOLUTIONARY 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 MANY LARGE, UNUSUAL WINDOWS. THE MANSION IS CAREFULLY FURNISHED FOR INTERPRETATION THROUGH RESEARCH AND BY USING CONSULTANTS SKILLED IN THE STYLE AND TECHNIQUES OF THE EARLY 19TH CENTURY. OVER THE PAST TWO DECADES, PROJECTS TO PRESERVE AND RESTORE THE HOME HAVE ATTRACTED BOTH FEDERAL AND STATE AGENCY AND MAJOR FOUNDATION SUPPORT. IN 2012, THE INITIAL PHASE OF THE RESTORATION OF THE 1793 CARRIAGE HOUSE WAS BEGUN WITH THE COMPLETION OF A NEW WOODEN ROOF. FURTHER PHASES RESTORED WINDOWS, DOORS, REPLACED GUTTERS, REPAINTED THE STRUCTURE AND RELOCATED IT 150 FT SOUTH TOWARD ITS ORIGINAL LOCATION. THE MOVE OCCURRED DURING THE SUMMER OF 2014 AND ALSO INCLUDED INTERIOR RESTORATION, HEAT, AIR, AND FIRE SUPPRESSION. IN 2003, THE SOCIETY BEGAN AN IMPORTANT PROGRAM OF ARCHIVAL, ARCHITECTURAL AND ARCHAEOLOGICAL RESEARCH TO BETTER UNDERSTAND AND INTERPRET HOW THE GORES LIVED ON THE ESTATE. THE RESEARCH CONTINUES AND IS FUNDED THROUGH GRANTS AND CONTRIBUTIONS. FINDINGS ARE USED TO GUIDE INTERPRETIVE PLANNING AND ARE INCORPORATED INTO PROGRAMS. THE RESEARCH REVEALS THAT THE GORES ENJOYED A REFINED LIFESTYLE UNKONW ELSEWHERE IN NEW ENGLAND AT THE TIME WITH HOUSEHOLD CONVENIENCES THAT INCLUDED CENTRAL HEATING, A HOT WATER SHOWER AND A LAUNDRY DRYING CLOSET. ARCHITECTS PREDICT THE FINDINGS WILL AFFECT THE STUDY OF EARLY 19TH CENTURY HOUSES IN THE U.S. AND IN EUROPE. A MASTER LANDSCAPE PLAN AND A STRATEGIC PLAN FOR THE GORE PLACE FARM GUIDE FUTURE RESTORATION OF THE LANDSCAPE. 526276 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 1 0 0 0 0 0 0 0 0 1 4 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 RICK LAMB 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 RICHARD CHEEK GOVERNOR 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 WILLIAM LYNCH 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 CHIP O'HARE 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 BELINDA RATHBONE 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 ELECTA TRITSCH GOVERNOR 1.00 X 0 0 0 SUSAN ROBERTSON EXECUTIVE DIRECTOR 40.00 X 95011 0 5184 95011 0 5184 0 0 0 0 ALLEGRONE CONSTRUCTION COMPANY 273 NEWELL STREET PITTSFIELD MA 01201 CONSTRUCTION 1053951 MESICK COHEN WILSON BAKER ARCHITECTS 388 BROADWAY ALBANY NY 12207 ARCHITECTS 159532 2 19919 55625 257400 522358 35896 855302 PROGRAM EVENTS 900099 98296 98296 FARM STAND SALES 900099 22433 22433 ADMISSIONS 900099 11194 11194 131923 285159 285159 79038 25144 53894 53894 53894 2836863 2658739 26519 178124 -26519 151605 151605 102751 55625 61349 41402 41402 6897 4648 2249 2249 OTHER REVENUE 900099 270 270 270 1521804 134442 0 532060 115084 58549 56535 318215 193377 95268 29570 2539 1973 566 5385 3959 1422 4 36276 16386 12810 7080 26499 26499 29192 29192 2955 2955 2083 2083 33547 5022 24719 3806 29889 29889 7139 7139 10766 10766 72363 71421 942 34359 34359 PROGRAM SERVICES 59968 59968 PROGRAM EVENT EXPENSES 58991 58991 PROJECT EXPENSES 35686 35686 SECURITY 15245 15245 896181 526276 272910 96995 88488 83860 338541 412966 261790 34890 678 18434 3044 5007484 698063 1461320 4309421 7860536 6875267 745801 0 10757154 11737882 66924 98178 3500 25605 19822 579308 92529 700808 X 6666764 6334071 2030330 2735472 1967531 1967531 10664625 11037074 10757154 11737882 625623 -253174 0 X X 0 1 X 1 0 X 205853 246348 371854 564863 855302 2244220 205853 246348 371854 564863 855302 2244220 40948 2203272 266189 276838 278689 272464 364197 1458377 3702597 935814 0.59510 0.49620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 5420473 2740063 179704 1351836 6988404 5235670 810168 625365 5420473 5174973 510337 449640 5235670 5624851 157 38598 488633 5174973 3856293 1428543 849920 509905 5624851 0.63500 0.08350 0.28150 0 0 24600 24600 4704003 484267 4219736 170036 136168 33868 108845 77628 31217 4309421 1226931 -253174 19965 -58991 -292200 1519131 29192 -26519 2673 1521804 854482 19965 26519 46484 807998 29192 58991 88183 896181 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 SALES OF COLLECTIONS FOR THE YEAR ENDED JUNE 30, 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 -58,991. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER LOSS REPORTED ON STATEMENT OF REVENUE -26,519. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER LOSS REPORTED ON STATEMENT OF REVENUE 26,519. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROGRAM EVENT EXPENSES REPORTED NET OF REVENUE ON FINANCIAL STATEMENTS 58,991. FORM 990, SCHEDULE D, PART V, LINE 1B CONTRIBUTIONS THE CONTRIBUTIONS REPORTED FOR THE CURRENT YEAR REPRESENT AMOUNTS PREVIOUSLY REPORTED AS UNRESTRICTED UNDESIGNATED FUNDS, WHICH WERE RECLASSIFIED TO UNRESTRICTED BOARD DESIGNATED ENDOWMENT FUNDS IN 2015. SHEEP SHEARING FESTIVAL 87451 87451 6270 19449 CARRIAGE HOUSE GALA 70925 55625 15300 19418 1400 14812 158376 55625 102751 19418 7670 34261 61349 41402 X 6 35896 MARKET QUOTATIONS 0 0 0 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.