2026-02-26T20:55:08-06:00 2025-06-30 331498605 PLANTE & MORAN PLLC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 018806208 990 2024-07-01 042104254 GORE PLACE SOCIETY GORE 7818942798 52 GORE STREET WALTHAM MA 02453 GAVIN KLEESPIES EXECUTIVE DIRECTOR 7818942798 2026-02-26 1 0 JODY K BOOTH P00963825 7812459999 2026-02-26 2024 2025-03-06 01:10:19Z GAVIN KLEESPIES 52 GORE STREET WALTHAM MA 02453 3335920 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. 23 23 21 56 0 0 402440 2349062 12032 90291 770707 408533 318353 131743 1503532 2979629 0 0 0 0 749408 637690 0 0 66187 840305 723008 1589713 1360698 -86181 1618931 11403412 13117691 134481 95233 11268931 13022458 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 693368 123962 MUSEUM OPERATIONS - GORE PLACE SOCIETY PRESERVES, RESTORES AND PROMOTES 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, AN 1806 MANSION, AN 1835 FARM MANAGER'S COTTAGE AND A SMALL FARM OF PERIOD BREEDS OF SHEEP 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. AN ESTIMATED 30,000 VISITORS USE THE ESTATE ANNUALLY FOR PROGRAMS AND RECREATION. 120800 PRESERVATION AND RESTORATION - 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 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. GORE PLACE HAS A PROGRAM OF SCHOLARLY RESEARCH TO BETTER UNDERSTAND AND INTERPRET HOW THE GORES LIVED ON THE ESTATE AND TO GUIDE INTERPRETIVE PLANNING AND PROGRAMS. A MASTER LANDSCAPE PLAN AND A STRATEGIC PLAN FOR THE GORE PLACE FARM GUIDE FUTURE PRESERVATION 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, A BOOK NOOK AND BENCHES TO ENCOURAGE READING, WINTER SNOWSHOEING, PRESCHOOL PLAY TIMES, AN ANNUAL COMMUNITY BOOK SALE, OUTDOOR SCAVENGER HUNTS, DRAMAS, WORKSHOPS, CONCERTS, AND TEAS. PUBLICATIONS INCLUDE A BIOGRAPHY OF THE GORES, THE HOUSE SERVANT'S DIRECTORY, BY ROBERT ROBERTS, WHO WAS A BUTLER TO THE GORES, A DVD ON THE GORE STORY, A SELF-GUIDED 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 AND POULTRY AS WELL AS ORGANICALLY GROWN RAISED BED. EGGS AND MEAT ARE SOLD ON SITE. 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 BARBEQUE, 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. 814168 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 5 0 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X GAVIN KLEESPIES 7818942798 52 GORE STREET WALTHAM MA 02453 DEBBIE DOBBINS PRESIDENT 2.00 X X 0 0 0 GREER CANDLER VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL AYLWARD VICE PRESIDENT 2.00 X X 0 0 0 JAMES F HUNNEWELL JR CLERK 2.00 X X 0 0 0 GEORGE KIMBALL TREASURER 2.00 X X 0 0 0 ANDREW CHIN ASSISTANT TREASURER 1.00 X X 0 0 0 RICHARD OLNEY AT-LARGE 1.00 X X 0 0 0 JENNIFER DRAYTON GOVERNOR 1.00 X 0 0 0 ANNE FARRINGTON GOVERNOR 1.00 X 0 0 0 DEBORAH GEVALT GOVERNOR 1.00 X 0 0 0 BETHE HAGOPIAN GOVERNOR 1.00 X 0 0 0 DOUGLAS HARDING GOVERNOR 1.00 X 0 0 0 LYDIA KIMBALL GOVERNOR 1.00 X 0 0 0 THOMAS KOHLER GOVERNOR 1.00 X 0 0 0 NICOLE MASON GOVERNOR 1.00 X 0 0 0 AMEY MOOT GOVERNOR 1.00 X 0 0 0 JOHN QUINN GOVERNOR 1.00 X 0 0 0 KITA REECE GOVERNOR 1.00 X 0 0 0 CLARENCE RICHARDSON GOVERNOR 1.00 X 0 0 0 ROBERT STORER GOVERNOR 1.00 X 0 0 0 STEWART WOODWARD GOVERNOR 1.00 X 0 0 0 CHARLOTTE PATTEN GOVERNOR 1.00 X 0 0 0 SUSAN ROBERTSON DIRECTOR EMERITUS 1.00 X 0 0 0 GAVIN KLEESPIES EXECUTIVE DIRECTOR 40.00 X 127500 0 0 127500 0 0 1 0 0 0 0 27727 22360 2298975 11616 2349062 ERTC 900099 74247 74247 ADMISSIONS 900099 13861 13861 MISC. 900099 2183 2183 90291 89984 89984 169281 152151 17130 17130 17130 387374 68825 318549 318549 318549 205037 124095 80942 80942 44891 11220 33671 33671 2979629 123962 0 506605 127500 38136 78901 10463 449181 177125 223225 48831 5023 5023 6962 5820 1142 49024 18345 25646 5033 57514 57514 34234 34234 1081 1081 32385 32385 34434 5078 29356 23863 23863 33750 33750 6827 6827 254842 254842 54894 54894 PROGRAM SERVICES 120800 120800 OIL SPILL 28125 28125 MISCELLANEOUS 23924 5467 17739 718 PROJECT EXPENSES 13841 13841 2494 2494 1360698 814168 480343 66187 204509 180746 40702 24220 8000 2000000 162500 650 15018 7762 7773366 2368332 5630064 5405034 5342619 5499279 11403412 13117691 111102 79817 23379 15416 134481 95233 X 7813356 7711096 3455575 5311362 11268931 13022458 11403412 13117691 1618931 134596 0 X 0 1 X 1 0 X 645446 631952 684053 402440 349062 2712953 645446 631952 684053 402440 349062 2712953 2371746 341207 221526 327669 309963 248773 259265 1367196 4080149 1273621 0.08360 0.55200 X SCHEDULE A, PART II, SEC. A, LINE 1(E) UNUSUAL GRANT FROM AN UNRELATED DONOR $2,000,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 5384905 503379 661738 5226546 5134496 801765 551356 5384905 4936944 546210 348658 5134496 6411181 -796826 677411 4936944 5969830 1240996 799645 6411181 0 0 24600 24600 7153304 2058644 5094660 400909 253800 147109 194553 55888 138665 5405034 X 3215306 134596 135315 269911 2945395 34234 34234 2979629 1433654 -28125 -28125 1461779 34234 -135315 -101081 1360698 PART III, LINE 1A: THE SOCIETY HAS ELECTED TO NOT DISCLOSE DONATED COLLECTIONS UNDER U.S. GAAP AS THEY MET ALL OF THE FOLLOWING CRITERIA: (1) HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN, (2) PROTECTED, KEPT UNENCUMBERED, CARED FOR, PRESERVED, AND (3) 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. 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 DURING THE YEAR. 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 DESIGNATED ENDOWMENTS ARE USED AT THE BOARD'S DISCRETION. THE TERM ENDOWMENTS REPRESENT CUMULATIVE EARNINGS 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 X, LINE 2: IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE SOCIETY APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAXING AUTHORITIES. AS OF JUNE 30, 2025, THE SOCIETY HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH FUNDRAISING INCOME 124,095. COST OF GOODS SOLD NET WITH INVENTORY SALES 11,220. PART XII, LINE 2D - OTHER ADJUSTMENTS: OIL SPILL -28,125. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH FUNDRAISING INCOME -124,095. COST OF GOODS SOLD NET WITH INVENTORY SALES -11,220. EMILY ROBERTSON FAMILY MEMBER OF EXECUTIVE DIRECTOR 1843 COMPENSATION AS A MARKETING CONSULTANT FOR THE SOCIETY 0 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 11B A COPY OF FORM 990 IS PROVIDED 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 OF GOVERNORS 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 ASSOCIATION'S 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.