2024-10-30T08:34:41-05:00 2023-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990PF 2023-01-01 046604534 THE ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC ALBE 5082282505 THREE FREEDOM SQUARE PO BOX 2923 NANTUCKET MA 02584 CARLISLE JENSEN EXECUTIVE DIRECTOR 5082282505 2024-10-30 1 0 BARBARA E KING P00005629 5087557107 2024-10-30 2023 2024-10-15 13:58:12Z X 16248598 X 859185 524932 524932 524932 58175 58175 42584 -27971 3110676 0 0 39667 15676 23991 23991 83745 0 83745 1522057 524932 690843 116039 0 4878 81255 415868 0 23554 392314 160905 0 9113 151792 822 0 47 775 46475 0 2630 43845 12075 0 686 11389 11740 0 665 11075 221687 0 210603 108555 0 21175 92999 20497 0 1161 19336 379521 0 20890 347926 1494184 0 295402 1152706 0 0 1494184 0 295402 1152706 27873 524932 395441 214148 299499 299499 128410 134947 134947 518 7068 518 518 125000 125000 125000 21586 16383 16383 10784 15898 15898 12381506 13364570 13364570 4708244 2416461 2409460 2291783 2291783 15172962 16248598 16248598 24247 30815 3870 1750 28117 32565 X 15113227 16074415 31618 141618 15144845 16216033 15172962 16248598 15144845 27873 1043315 16216033 0 16216033 MARKETABLE SECURITIES P 3109996 3138647 -28651 -28651 DEACCESSION OF ARTWORK D 680 680 680 -27971 0 7297 0 7297 0 7297 12669 0 0 0 12669 0 5372 5372 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 0 0 1 EGANMARITIME.ORG THE FOUNDATION 5082282505 THREE FREEDOM SQUARE PO BOX 2923 NANTUCKET MA 02584 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT A EGAN THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE/PRESIDENT EMERITUS 2.00 0 0 0 CARLISLE BARRON JENSEN THREE FREEDOM SQUARE NANTUCKET MA 02554 EXECUTIVE DIRECTOR 40.00 116039 17786 0 PAUL J CROWLEY THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 JEFF CROWLEY THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 CYNTHIA MCCLINTOCK THREE FREEDOM SQUARE NANTUCKET MA 02554 PRESIDENT 2.00 0 0 0 WEST RIGGS THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 MATT SANDFORD THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 DONALD B SHACKLEFORD THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 JENNIFER MCARDLE THREE FREEDOM SQUARE NANTUCKET MA 02554 SECRETARY 2.00 0 0 0 EMMY KILVERT THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 CHARLEY POLACHI THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 JESSICA GUFF THREE FREEDOM SQUARE NANTUCKET MA 02554 VICE PRESIDENT 2.00 0 0 0 PHILLIP CONGDON THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 PETER KAIZER THREE FREEDOM SQUARE NANTUCKET MA 02554 TREASURER 2.00 0 0 0 CHARLES E WILLIAMS THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 PAMMY BROOKS GRIFFIN THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 CARLISLE BARRON JENSEN THREE FREEDOM SQUARE NANTUCKET MA 02554 EXEC. DIRECTOR 40.00 116039 17786 0 EVAN SCHWANFELDER THREE FREEDOM SQUARE NANTUCKET MA 02554 EDUCATION 40.00 74978 38063 0 NICHOL DUMITRU THREE FREEDOM SQUARE NANTUCKET MA 02554 MUSEUM SERVICES 40.00 71349 28431 0 CHARLES ALLARD THREE FREEDOM SQUARE NANTUCKET MA 02554 MUSEUM DIRECTOR 40.00 77200 4594 0 RENEE CEELY THREE FREEDOM SQUARE NANTUCKET MA 02554 ADMINISTRATION 40.00 70811 10633 0 5 NONE 0 SHIPWRECK & LIFESAVING MUSEUM - CELEBRATES RESCUES & HEROISM AT SEA, THE MUSEUM PRESERVES THE MEMORY OF THOSE WHO RISKED ALL. ART & LIFE-SAVING ARTIFACTS ARE PUBLICLY DISPLAYED. 419764 MILL HILL PRESS IS A NON-PROFIT PUBLISHER OF DISTINCTIVE NANTUCKET BOOKS RELATED TO THE ISLAND & ITS MARITIME HERITAGE TOPICS RANGE FROM THE ISLAND'S HISTORY, LITERATURE, & ART. 13833 SEA OF OPPORTUNITIES IS A MARITIME EDUCATION PROGRAM BASED IN BOTH THE PUBLIC AND PRIVATE SCHOOLS ON ISLAND. OUR MISSION IS TO PROVIDE OPPORTUNITIES TO ISLAND STUDENTS BY EXPOSING THEM TO OUR ISLANDS MARITTIME HERITAGE AS WELL AS ENGAGING STUDENTS IN MARITIME CAREERS, TRADES AND SCIENCES IN HOPES WE WILL IGNITE A FUTURE PASSION. 246247 0 12873038 388502 0 13261540 0 0 13261540 198923 13062617 653131 X 1152706 0 103741 1256447 2006-11-02 X 395441 332723 341277 100053 1169494 336125 282815 290085 85045 994070 1256447 1233453 1157905 968647 4616452 0 0 0 0 0 1256447 1233453 1157905 968647 4616452 0 0 435421 440970 433475 398303 1708169 0 0 0 0 X 0 0 ADMISSIONS 80434 14 524932 16 42584 -27971 03 23991 OTHER INCOME 01 3311 0 594818 52463 647281 1A ADMISSION FEES TO MUSEUM 0 0 0 0 0 0 0 0 0 0 X X 1 MR AND MRS CHARLES B JOHNSON 1220 SOUTH OCEAN BOULEVARD PALM BEACH FL 33480 30000 X 2 NAN GESCHKE 100 1ST STREET UNIT 201 LOS ALTOS CA 94022 25000 X 3 TIMOTHY DONAHUE 13400 OAKMEADE PALM BEACH GARDENS FL 33418 10000 X 4 JESSICA AND DREW GUFF 62 VINEYARD LANE GREENWICH CT 06831 37250 X 5 MARION ROSENTHAL 1902 ASSOCIATION DRIVE RESTON VA 20191 130000 X 6 MARLIN MILLER JR 1210 BROADCASTING ROAD SUITE 201 WYMOSSING PA 19610 15000 X 7 NANCY ROSENTHAL 23 WEST 73RD STREET 1201 NEW YORK NY 10023 25000 X 8 PAUL CROWLEY 15 OLD WESTON ROAD WAYLAND MA 01778 5250 X 9 THE MCCAUSLAND FOUNDATION PO BOX 274 LAFAYETTE HILL PA 19444 10000 X 10 RITCHIE BATTLE 613 PITCAIRN PLACE PITTSBURG PA 15232 25000 X 11 ROBERT A EGAN 23 CATO LANE NANTUCKET MA 02554 10000 X 12 JEFF CROWLEY 6 DAWLEY ROAD WESTMINSTER MA 01473 5172 X 13 CHARLES WILLIAMS 272 OAKWOODS ROAD ENGLEWOOD NJ 07631 5000 X 14 CHARLES SCHWAB 9 KIMBALL AVENUE NANTUCKET MA 02554 10000 X 15 DENNIS J KELLER 1155 35TH STREET OAK BROOK IL 60523 12000 X 16 ERICH FISCHER 4622 CHARLESTON TERRACE NW WASHINGTON DC 20007 5000 X 17 RESOLVE MARINE GROUP 1510 SE 17TH STREET SUITE 400 FORT LAUDERDALE FL 33316 5000 X 18 MR AND MRS DONALD B SHACKELFORD 5750 CLARK STATE ROAD GAHANNA OH 43230 40000 X 19 COMMUNITY FOUNDATION FOR NANTUCKET 9 BAYBERRY CT NANTUCKET MA 02554 11790 X 20 CARL NELSON 946 US ROUTE 9D GARRISON NY 10524 6700 X 21 NEIL PLANZER 22 BLUEBIRD LANE NANTUCKET MA 02554 5000 X 22 TUPANCY HARRIS FOUNDATION 53 STATE STREET BOSTON MA 02109 5000 X 23 GEORGIA A SNELL PO BOX 297 NANTUCKET MA 02554 5000 X 24 MR CHRISTOPHER MCKOWN AND ABIGAL JOHNSON 1196 CANTON AVE MILTON MA 02186 5000 X 25 SAMUEL BAILEY FAMILY FOUNDATION 38 FOUNDATION SQUARE PLAZA CINCINNATI OH 45202 5000 X ACCOUNTING EXPENSES 46475 0 2630 43845 NLSM - LAND 2012-01-01 100130 L 0 0 0 NLSM - BUILDINGS & FURNISHINGS 2012-01-01 2433827 1609793 SL 39.000000000000 62406 0 62406 NEW BOARDWALK 2016-01-01 6230 4361 SL 10.000000000000 623 0 623 SHIPWRECK POLE REHAB 2017-05-24 7200 4320 SL 10.000000000000 720 0 720 PROGRAM/FILM ROOM 2017-05-01 12531 12531 SL 5.000000000000 0 0 0 GAME TABLE 2017-05-25 2375 2375 SL 5.000000000000 0 0 0 PERMANENT POST FOR DISPLAY PANELS 2018-03-07 2885 2885 SL 5.000000000000 0 0 0 BUILDING - NANTUCKET COMMON CONDO 2018-12-31 1975000 235481 SL 39.000000000000 50641 0 50641 BLDG IMPROVEMENTS - OFFICE RENOVATIONS 2018-12-31 286539 51579 SL 25.000000000000 11462 0 11462 OFFICE FURNITURE 2018-11-26 16266 14639 SL 5.000000000000 1627 0 1627 WEBSITE & APP 2019-01-01 11686 9348 SL 5.000000000000 2338 0 2338 COMPUTER/OFFICE EQUIPMENT 2018-01-01 19166 18076 SL 5.000000000000 1090 0 1090 MUTUAL FUNDS FMV 13364570 13364570 NLSM - LAND 100130 0 100130 NLSM - BUILDINGS & FURNISHINGS 2433827 1672199 761628 NEW BOARDWALK 6230 4984 1246 SHIPWRECK POLE REHAB 7200 5040 2160 PROGRAM/FILM ROOM 12531 12531 0 GAME TABLE 2375 2375 0 PERMANENT POST FOR DISPLAY PANELS 2885 2885 0 BUILDING - NANTUCKET COMMON CONDO 1975000 286122 1688878 BLDG IMPROVEMENTS - OFFICE RENOVATIONS 286539 63041 223498 OFFICE FURNITURE 16266 16266 0 WEBSITE & APP 11686 11686 0 COMPUTER/OFFICE EQUIPMENT 19166 19166 0 LEGAL EXPENSES 822 0 47 775 BOARD EXPENSE 10060 0 570 9490 ADVERTISING 38565 0 2184 36381 OFFICE EXPENSE 50082 0 2256 37582 EVENTS,EXHIBITIONS & LECTURES 79537 0 4505 75032 INSURANCE 26695 0 1512 25183 PROGRAM SERVICES 125933 0 7133 118800 MEALS & ENTERTAINMENT 1184 0 41 682 BOOK PRODUCTION 13328 0 755 12573 ANNUAL REPORT 8329 0 472 7857 STORAGE 25808 0 1462 24346 ADMISSIONS 80434 80434 OTHER INCOME 3311 3311 UNREALIZED GAIN(LOSS) ON INVESTMENTS 1043315 SECURITY DEPOSIT 3870 1750 MANAGEMENT 0 0 0 0 GRAPHIC DESIGN 9500 0 539 8961 PAYROLL SERVICE FEES 2575 0 147 2428 FEDERAL TAXES 11740 0 665 11075