2020-06-25T10:49:27-05:00 2019-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990PF 2019-01-01 046604534 THE ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC ALBE 5082282505 THREE FREEDOM SQUARE PO BOX 2923 NANTUCKET MA 02584 PAULINE PROCH EXECUTIVE DIRECTOR 5082282505 2020-06-15 1 BARBARA E KING P00005629 5087557107 2020-06-15 64.92.68.66 2020-06-15 09:49:11 ED P 7991C0020BCD916E8CF6494746F4490CFFB5C439 954A65DB1995863A37271E4766999F33303993D7 2019 2021-04-22 16:20:28Z X X 15321952 X 484007 362264 362264 362264 54391 11045 54391 31913 2641 541710 2641 0 36133 1780 34353 34353 67522 0 67522 1005178 375950 518530 171000 0 6234 113466 527757 0 26987 491197 40266 0 2097 38169 2202 0 115 2087 6837 0 356 6481 207357 0 196989 64860 0 24554 37777 16722 0 871 15851 369498 0 18596 338480 1406499 0 276799 1043508 0 0 1406499 0 276799 1043508 -401321 375950 241731 49140 96945 96945 203781 125867 125867 961 967 961 961 20000 62501 20000 20000 18536 20919 20919 9946 9946 10659872 11771761 11771761 4889625 1620392 3460801 3269233 3269233 0 6320 6320 14455598 15321952 15321952 36734 11757 9112 9112 45846 20869 X 14277066 15188662 132686 112421 14409752 15301083 14455598 15321952 14409752 -401321 1292652 15301083 0 15301083 MARKETABLE SECURITIES P 541710 539069 2641 2641 2641 0 0 1406797 11348736 0.123961 1133069 11561885 0.098000 1066344 10937058 0.097498 908366 10992929 0.082632 879159 10405813 0.084487 0.486578 0.097316 11281879 1097907 3760 1101667 1059297 7519 0 7519 0 7519 12698 0 0 12698 X 0 5179 5179 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 0 0 1 WWW.EGANINSTITUTE.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 MICHAEL ERICKSEN THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 ERIC S HOLCH THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD/CHAIR 2.00 0 0 0 TIM DONAHUE THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 PAULINE PROCH THREE FREEDOM SQUARE NANTUCKET MA 02554 EXECUTIVE DIRECTOR 40.00 161640 11535 0 PAUL J CROWLEY THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 PETER HOEY THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 CYNTHIA MCCLINTOCK THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 CHARLES M GESCHKE THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 MARLIN MILLER JR THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 NATHANIEL PHILBRICK THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE EMERITUS 2.00 0 0 0 JESSICA GUFF THREE FREEDOM SQUARE NANTUCKET MA 02554 VICE PRESIDENT 2.00 0 0 0 WILLIAM P HOURIHAN JR THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 CHARLES RYAN THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 JEAN GRIMMER THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 DONALD B SHACKLEFORD THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 JENNIFER MCARDLE THREE FREEDOM SQUARE NANTUCKET MA 02554 SECRETARY 2.00 0 0 0 FREDERICK FRITZ MCCLURE THREE FREEDOM SQUARE NANTUCKET MA 02554 PRESIDENT 2.00 0 0 0 ROBERT TICHIO THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 ROBERT M ROSENTHAL THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE EMERITUS 2.00 0 0 0 NANCY ROSENTHAL THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 MARYANN HEDAA THREE FREEDOM SQUARE NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 WILLIAM W BURNHAM THREE FREEDOM SQUARE NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 MATT SANFORD 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 MICHELLE SOVERINO THREE FREEDOM SQUARE NANTUCKET MA 02554 DEVELOPMENT 40.00 81868 14149 0 EVAN SCHWANFELDER THREE FREEDOM SQUARE NANTUCKET MA 02554 MANAGER 40.00 61800 20552 0 CATHERINE HULL THREE FREEDOM SQUARE NANTUCKET MA 02554 OFFICE MANAGER 40.00 56388 20175 0 CHARLES ALLARD THREE FREEDOM SQUARE NANTUCKET MA 02554 MUSEUM DIRECTOR 40.00 53780 0 0 0 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. 277551 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. 19549 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. 202322 0 11215817 237867 0 11453684 0 0 11453684 171805 11281879 564094 X 1043508 0 15789 1059297 0 1059297 2006-11-02 X 241731 0 285573 352622 879926 205471 0 242737 299729 747937 1059297 1414557 1135891 1069575 4679320 0 0 0 0 0 1059297 1414557 1135891 1069575 4679320 0 0 376063 378291 385396 364569 1504319 0 0 0 0 X 0 0 ADMISSIONS 67522 14 362264 16 31913 18 2641 03 34353 0 431171 67522 498693 1A ADMISSION FEES TO MUSEUM 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLES B JOHNSON 1220 SOUTH OCEAN BOULEVARD PALM BEACH FL 33480 5000 X 2 CHARLES M GESCHKE 100 1ST STREET UNIT 201 LOS ALTOS CA 94022 25000 X 3 NANTUCKET GOLF CLUB FOUNDATION 250 MILESTONE ROAD PO BOX 313 SIASCONSET MA 02564 20000 X 4 THOMAS J BRESETTE 1 UPPER TAWPAWSHAW ROAD NANTUCKET MA 02554 15000 X 5 THE GREAT HARBOR YACHT CLUB 96 WASHINGTON STREET NANTUCKET MA 02554 11000 X 6 TIMOTHY DONAHUE 13400 OAKMEADE PALM BEACH GARDENS FL 33418 10000 X 7 JESSICA GUFF 62 VINEYARD LANE GREENWICH CT 06831 20600 X 8 NANTUCKET COTTAGE HOSPITAL 57 PROSPECT STREET NANTUCKET MA 02554 5536 X 9 JOHN P HEFFERNAN 115 EVERGREEN AVENUE RYE NY 10580 5000 X 10 MARION ROSENTHAL 1902 ASSOCIATION DRIVE RESTON VA 20191 10500 X 11 MARLIN MILLER JR 1210 BROADCASTING ROAD SUITE 201 WYMOSSING PA 19610 10000 X 12 MICHAEL ERICKSEN 26 ORANGE STREET NANTUCKET MA 02554 20000 X 13 NANCY ROSENTHAL 23 WEST 73RD STREET 1201 NEW YORK NY 10023 21000 X 14 PAUL CROWLEY 15 OLD WESTON ROAD WAYLAND MA 01778 5250 X 15 WILLIAM HOURIHAN PO BOX 602 NANTUCKET MA 02554 5000 X 16 THE MCCAUSLAND FOUNDATION PO BOX 274 LAFAYETTE HILL PA 19444 10000 X 17 THE MS WORTHINGTON FOUNDATION INC CO GLIDDEN C/O GLIDDEN GLIDDEN PC NANTUCKET MA 02554 5000 X 18 RITCHIE BATTLE 613 PITCAIRN PLACE PITTSBURG PA 15232 25000 X 19 ROBERT A EGAN 23 CATO LANE NANTUCKET MA 02554 7500 X ACCOUNTING & BOOKKEEPING 40266 0 2097 38169 NLSM - LAND 2012-01-01 100130 L 0 0 0 NLSM - BUILDINGS & FURNISHINGS 2012-01-01 2433827 1360169 SL 39.000000000000 62406 0 62406 NEW BOARDWALK 2016-01-01 6230 1869 SL 10.000000000000 623 0 623 SHIPWRECK POLE REHAB 2017-05-24 7200 1440 SL 10.000000000000 720 0 720 PROGRAM/FILM ROOM 2017-05-01 12531 5012 SL 5.000000000000 2506 0 2506 GAME TABLE 2017-05-25 2375 950 SL 5.000000000000 475 0 475 PERMANENT POST FOR DISPLAY PANELS 2018-03-07 2885 577 SL 5.000000000000 577 0 577 BUILDING - NANTUCKET COMMON CONDO 2018-12-31 1975000 32917 SL 39.000000000000 50641 0 50641 BLDG IMPROVEMENTS - OFFICE RENOVATIONS 2018-12-31 286539 5731 SL 25.000000000000 11462 0 11462 OFFICE FURNITURE 2018-11-26 16266 1627 SL 5.000000000000 3253 0 3253 WEBSITE & APP 2019-01-01 11686 SL 5.000000000000 2337 0 2337 COMPUTER/OFFICE EQUIPMENT 2018-01-01 19166 2744 SL 5.000000000000 3833 0 3833 MUTUAL FUNDS FMV 11771761 11771761 NLSM - LAND 100130 0 100130 NLSM - BUILDINGS & FURNISHINGS 2433827 1422575 1011252 NEW BOARDWALK 6230 2492 3738 SHIPWRECK POLE REHAB 7200 2160 5040 PROGRAM/FILM ROOM 12531 7518 5013 GAME TABLE 2375 1425 950 PERMANENT POST FOR DISPLAY PANELS 2885 1154 1731 BUILDING - NANTUCKET COMMON CONDO 1975000 83558 1891442 BLDG IMPROVEMENTS - OFFICE RENOVATIONS 286539 17193 269346 OFFICE FURNITURE 16266 4880 11386 WEBSITE & APP 11686 2337 9349 COMPUTER/OFFICE EQUIPMENT 19166 6577 12589 INCOME TAX RECEIVABLE 0 6320 6320 BOARD EXPENSE 6912 0 360 6552 ADVERTISING 50784 0 2645 48139 OFFICE EXPENSE 48200 0 2248 40923 EVENTS,EXHIBITIONS & LECTURES 97741 0 5090 92651 REPAIRS & MAINTENANCE 56741 0 2624 47761 INSURANCE 19786 0 1030 18756 PROFESSIONAL DEVELOPMENT 2929 0 153 2776 GIFT SHOP 23473 0 1222 22251 PROGRAM SERVICES 59193 0 3083 56110 MEALS & ENTERTAINMENT 3739 0 141 2561 ADMISSIONS 67522 67522 UNREALIZED GAIN ON INVESTMENTS 1291332 FEDERAL TAX BENEFIT 1320 SECURITY DEPOSITS HELD 9112 9112 OTHER TAXES 6837 0 356 6481