2019-08-20T10:32:11-05:00 2018-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990PF 2018-01-01 046604534 THE ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC ALBE 5082282505 5 A BAYBERRY COURT PO BOX 2923 NANTUCKET MA 02584 PAULINE PROCH EXECUTIVE DIRECTOR 5082282505 2019-08-06 1 BARBARA E KING P00005629 5087557107 2019-08-06 71.11.10.178 2019-08-06 09:20:16 ED P 8EBE2C742E664054279447B32CDAD3C6F5A6D6E9 954A65DB1995863A37271E4766999F33303993D7 2018 2020-03-31 21:24:44Z X 14437062 X 454547 18350 18350 18350 108946 48669 108946 45313 708934 2507600 708934 0 30232 14366 15866 15866 56689 0 56689 1363332 775953 199851 165007 0 6530 143500 426059 0 16862 370526 131210 0 5193 114108 40990 0 1784 39206 6 0 0 6 20038 0 295 6483 168374 0 159430 117066 0 65062 31398 16145 0 703 15442 6621 0 288 6333 397612 0 16087 353513 1489128 0 272234 1080515 0 0 1489128 0 272234 1080515 -125796 775953 0 242018 49140 49140 121075 203781 203781 967 1556 967 967 62501 156059 62501 62501 25849 18536 28254 11767230 10659872 10659872 4873836 1413035 1320133 3460801 3460801 1975000 0 0 15637174 14455598 14437062 37055 36734 17050 9112 54105 45846 X 15469741 14277066 113328 132686 15583069 14409752 15637174 14455598 15583069 -125796 0 15457273 1047521 14409752 MARKETABLE SECURITIES P 2072457 1798666 273791 273791 SALE OF MUSEUM PIECES P 7400 7400 7400 OLD FURNITURE AND FIXTURES P 36331 36331 0 0 CAPITAL GAINS DIVIDENDS P 427743 427743 427743 708934 0 0 1133069 11561885 0.098000 1066344 10937058 0.097498 908366 10992929 0.082632 879159 10405813 0.084487 760572 9125416 0.083347 0.445964 0.089193 11348736 1012228 7760 1019988 1414557 X 7760 0 7760 0 7760 5458 15000 0 20458 X 0 12698 12698 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 5 A BAYBERRY COURT 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 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE/PRESIDENT EMERITUS 2.00 0 0 0 MICHAEL ERICKSEN 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 ERIC S HOLCH 5A BAYBERRY COURT NANTUCKET MA 02554 ADVISORY BOARD/CHAIR 2.00 0 0 0 TIM DONAHUE 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 PAULINE PROCH 5A BAYBERRY COURT NANTUCKET MA 02554 EXECUTIVE DIRECTOR 40.00 165007 16485 0 PAUL J CROWLEY 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 PETER HOEY 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 CYNTHIA MCCLINTOCK 5A BAYBERRY COURT NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 CHARLES M GESCHKE 5A BAYBERRY COURT NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 MARLIN MILLER JR 5A BAYBERRY COURT NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 NATHANIEL PHILBRICK 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 JESSICA GUFF 5A BAYBERRY COURT NANTUCKET MA 02554 VICE PRESIDENT 2.00 0 0 0 WILLIAM P HOURIHAN JR 5A BAYBERRY COURT NANTUCKET MA 02554 TREASURER 2.00 0 0 0 CHARLES RYAN 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 JEAN GRIMMER 5A BAYBERRY COURT NANTUCKET MA 02554 ADVISORY BOARD 2.00 0 0 0 DONALD B SHACKLEFORD 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 MARYANN HEDAA 5A BAYBERRY COURT NANTUCKET MA 02554 SECRETARY 2.00 0 0 0 FREDERICK FRITZ MCCLURE 5A BAYBERRY COURT NANTUCKET MA 02554 PRESIDENT 2.00 0 0 0 ROBERT TICHIO 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 ROBERT M ROSENTHAL 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE EMERITUS 2.00 0 0 0 NANCY ROSENTHAL 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 JENNIFER MCARDLE 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 WILLIAM W BURNHAM 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 MATT SANFORD 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 PHILLIP CONDON 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 PETER KAIZER 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 CHARLES E WILLIAMS 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 LISA LAZARUS 5A BAYBERRY COURT NANTUCKET MA 02554 MUSEUM DIRECTOR 40.00 97417 24206 0 MICHELLE SOVERINO 5A BAYBERRY COURT NANTUCKET MA 02554 DEVELOPMENT 40.00 83521 14652 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. 457128 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. 46326 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. 474641 0 11213551 308008 0 11521559 0 0 11521559 172823 11348736 567437 X 1080515 0 334042 1414557 7760 1406797 2006-11-02 X 0 285573 352622 151636 789831 0 242737 299729 128891 671356 1414557 1135891 1069575 908366 4528389 0 0 0 0 0 1414557 1135891 1069575 908366 4528389 0 0 378291 385396 364569 366431 1494687 0 0 0 0 X 0 0 ADMISSIONS 56689 14 18350 16 45313 18 701534 7400 03 15866 0 781063 64089 845152 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 220 UNIVERSITY AVENUE LOS ALTOS CA 94022 50000 X 3 DENNIS J KELLER 1 TOWER LANE 2350 OAKBROOK TERRACE IL 60181 8003 X 4 DIANA TAYLOR BROWN 38684 MT GILIAD ROAD LEESBURG VA 20175 10000 X 5 GEOFF BEATTIE 5 MOTH BALL WAY NANTUCKET MA 02554 5000 X 6 GORDON GUND 14 NASSAU STREET PO BOX 449 PRINCETON NJ 08542 10000 X 7 JESSICA GUFF 62 VINEYARD LANE GREENWICH CT 06831 27000 X 8 JOE FARRELL 1512 SOUTH EAST 11TH STREET FORT LAUDERDALE FL 33316 5000 X 9 JOHN P HEFFERNAN 115 EVERGREEN AVENUE RYE NY 10580 5000 X 10 MARION ROSENTHAL 1902 ASSOCIATION DRIVE RESTON VA 20191 5000 X 11 MARLIN MILLER JR 1210 BROADCASTING ROAD SUITE 201 WYMOSSING PA 19610 15000 X 12 MICHAEL AND ANA ERICKSEN 26 ORANGE STREET NANTUCKET MA 02554 20000 X 13 NANCY ROSENTHAL 23 WEST 73RD STREET 1201 NEW YORK NY 10023 10000 X 14 PAUL CROWLEY 15 OLD WESTON ROAD WAYLAND MA 01778 25000 X 15 PETER E HOEY PO BOX 787 SIASCONSET MA 02564 5000 X 16 PETER MCCAUSLAND PO BOX 274 LAFAYETTE HILL PA 19444 5000 X 17 PHILIP CONDON 580 WASHINGTON STREET 302 WELLESLEY MA 02482 5000 X 18 RITCHIE BATTLE 9 FULLING MILL ROAD NANTUCKET MA 02554 22500 X 19 ROBERT A EGAN 23 CATO LANE NANTUCKET MA 02554 5000 X 20 ROBERT AND MAYA TICHIO 2 MACPHERSON DRIVE GREENWICH CT 06830 10000 X 21 STEPHEN CREESE 96 WASHINGTON STREET NANTUCKET MA 02554 5000 X 22 TIMOTHY DONAHUE 13400 OAKMEADE PALM BEACH GARDENS FL 33418 20000 X 23 W DOUGLAS BURDEN FIDUCIARY TRUST COMPANY VICE PRESIDENT 175 FEDERAL STREET 16 BOSTON MA 02110 5000 X 24 WENDY SCHMIDT PO BOX 359 NANTUCKET MA 02554 20000 X 25 WILLIAM HOURIHAN PO BOX 602 NANTUCKET MA 02554 5000 X ACCOUNTING & BOOKKEEPING 40990 0 1784 39206 NLSM - LAND 2012-01-01 100130 L 0 0 0 NLSM - BUILDINGS & FURNISHINGS 2012-01-01 2433827 1241418 SL 39.000000000000 118751 0 118751 NEW BOARDWALK 2016-01-01 6230 1246 SL 10.000000000000 623 0 623 SHIPWRECK POLE REHAB 2017-05-24 7200 720 SL 10.000000000000 720 0 720 PROGRAM/FILM ROOM 2017-05-01 12531 2506 SL 5.000000000000 2506 0 2506 GAME TABLE 2017-05-25 2375 475 SL 5.000000000000 475 0 475 EGAN BUILDING 2012-01-01 25984 24280 SL 5.000000000000 1704 0 1704 PERMANENT POST FOR DISPLAY PANELS 2018-03-07 2885 SL 5.000000000000 577 0 577 BUILDING - NANTUCKET COMMON CONDO 2018-12-31 1975000 SL 39.000000000000 32917 0 32917 BLDG IMPROVEMENTS - OFFICE RENOVATIONS 2018-12-31 286539 SL 25.000000000000 5731 0 5731 OFFICE FURNITURE 2018-11-26 16266 SL 5.000000000000 1627 0 1627 NLSM - BUILDINGS & FURNISHINGS 2012-01-01 10347 10347 SL 39.000000000000 0 0 0 WEBSITE & APP 2019-01-01 11686 SL 5.000000000000 0 0 0 COMPUTER/OFFICE EQUIPMENT 2018-01-01 19166 SL 5.000000000000 2744 0 2744 MUTUAL FUNDS FMV 10659872 10659872 NLSM - LAND 100130 0 100130 NLSM - BUILDINGS & FURNISHINGS 2433827 1360169 1073658 NEW BOARDWALK 6230 1869 4361 SHIPWRECK POLE REHAB 7200 1440 5760 PROGRAM/FILM ROOM 12531 5012 7519 GAME TABLE 2375 950 1425 PERMANENT POST FOR DISPLAY PANELS 2885 577 2308 BUILDING - NANTUCKET COMMON CONDO 1975000 32917 1942083 BLDG IMPROVEMENTS - OFFICE RENOVATIONS 286539 5731 280808 OFFICE FURNITURE 16266 1627 14639 WEBSITE & APP 11686 0 11686 COMPUTER/OFFICE EQUIPMENT 19166 2744 16422 ASSET HELD FOR SALE 1975000 0 0 UNREALIZED LOSS ON INVESTMENTS 1047521 BOARD EXPENSE 10153 0 442 9711 ADVERTISING 42433 0 1847 40586 OFFICE EXPENSE 81268 0 2761 60663 EVENTS,EXHIBITIONS & LECTURES 85437 0 3719 81718 REPAIRS & MAINTENANCE 72809 0 2764 60737 INSURANCE 19652 0 855 18796 PROFESSIONAL DEVELOPMENT 5984 0 260 5724 GIFT SHOP 27391 0 1192 26199 PROGRAM SERVICES 49726 0 2164 47562 MEALS & ENTERTAINMENT 2759 0 83 1817 ADMISSIONS 56689 56689 SECURITY DEPOSITS HELD 17050 9112 FEDERAL TAXES 13260 0 0 0 OTHER TAXES 6778 0 295 6483