2018-08-13T09:10:21-05:00 2017-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990PF 2017-01-01 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 2018-07-23 1 BARBARA E KING P00005629 5087557107 2018-07-23 2017 2022-09-23 18:48:47Z X 15637174 X 461084 253848 253848 253848 187773 187773 124927 28387 38634 28387 0 32505 6561 25944 25944 54395 0 54395 1011431 282235 521960 154015 0 5957 135223 404052 0 15627 354753 116489 0 4505 102276 40611 0 1713 38898 3860 0 121 2737 124779 0 124438 111566 0 64054 27428 2350 0 99 2251 9250 0 390 8860 475810 0 19483 442258 1442782 0 236387 1114684 0 0 1442782 0 236387 1114684 -431351 282235 285573 340911 242018 242018 548449 121075 121075 1556 1796 1556 1556 156059 251643 156059 156059 22543 25849 25849 28254 28254 10456223 11767230 11767230 2601125 1280992 1423705 1320133 1320133 1975000 1975000 1975000 15020270 15637174 15637174 30202 37055 17050 17050 47252 54105 X 14722810 15469741 250208 113328 14973018 15583069 15020270 15637174 14973018 -431351 1041402 15583069 0 15583069 MARKETABLE SECURITIES 10292 10247 45 45 CAPITAL GAINS DIVIDENDS P 28342 28342 28342 28387 0 0 1066344 10937058 0.097498 908366 10992929 0.082632 879159 10405813 0.084487 760572 9125416 0.083347 742793 8468173 0.087716 0.435680 0.087136 11561885 1007456 2822 1010278 1135891 X 2822 0 2822 0 2822 5440 0 0 5440 X 0 2618 2618 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 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 154014 15706 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 TRUSTEE 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 TRUSTEE 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 LISA LAZARUS 5A BAYBERRY COURT NANTUCKET MA 02554 MUSEUM DIRECTOR 40.00 83773 25100 0 MICHELLE SOVERINO 5A BAYBERRY COURT NANTUCKET MA 02554 DEVELOPMENT 40.00 75846 13895 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. 448287 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. 25114 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. 568435 0 11111727 626227 0 11737954 0 0 11737954 176069 11561885 578094 X 1114684 0 21207 1135891 2822 1133069 2006-11-02 X 285573 352622 151636 257919 1047750 242737 299729 128891 219231 890588 1135891 1069575 908366 885321 3999153 0 0 0 0 0 1135891 1069575 908366 885321 3999153 0 0 385396 364569 366431 346861 1463257 0 0 0 0 X 0 0 ADMISSIONS 54395 14 253848 16 124927 18 28387 03 25944 0 433106 54395 487501 1A ADMISSION FEES TO MUSEUM 0 0 0 0 0 0 0 0 0 0 X X 1 RITCHIE BATTLE 9 FULLING MILL ROAD NANTUCKET MA 02554 25000 X 2 TIMOTHY DONAHUE 13400 OAKMEADE PALM BEACH GARDENS FL 33418 20000 X 3 PAUL CROWLEY 15 OLD WESTON ROAD WAYLAND MA 01778 15250 X 4 CHARLES M GESCHKE 220 UNIVERSITY AVENUE LOS ALTOS CA 94022 70000 X 5 DREW GUFF PO BOX 7009 SIASCONSET MA 02564 20000 X 6 STEPHEN CREESE 96 WASHINGTON STREET NANTUCKET MA 02554 5000 X 7 ROBERT A EGAN 23 CATO LANE NANTUCKET MA 02554 13500 X 8 THE C & A JOHNSON FAMILY FOUNDATION 1220 SOUTH OCEAN BOULEVARD PALM BEACH FL 33480 5000 X 9 PETER E HOEY PO BOX 787 SIASCONSET MA 02564 5125 X 10 MARLIN MILLER JR 1210 BROADCASTING ROAD SUITE 201 WYMOSSING PA 19610 15000 X 11 THOMAS BRESETTE 250 MILESTONE ROAD PO BOX 313 SIASCONSET MA 02564 10000 X 12 DONALD B SHACKELFORD 21 E STATE STREET SUITE 1400 COLUMBUS OH 43215 57000 X 13 KELLER FAMILY FOUNDATION 1 TOWER LANE 2350 OAKBROOK TERRACE IL 60181 16000 X 14 WILLIAM HOURIHAN PO BOX 602 NANTUCKET MA 02554 7100 X 15 MICHAEL AND ANA ERICKSEN 26 ORANGE STREET NANTUCKET MA 02554 25000 X 16 NELSON FAMILY CHARITABLE FOUNDATION 5A BAYBERRY COURT NANTUCKET MA 02554 5000 X 17 W DOUGLAS BURDEN FIDUCIARY TRUST COMPANY VICE PRESIDENT 175 FEDERAL STREET 16 BOSTON MA 02110 5000 X 18 FITZ AND BAY MCCLURE 97 HUMMOCK POND ROAD NANTUCKET MA 02554 5250 X 19 ANN B OLIVER 408 COVE VIEW PT COLUMBUS SC 29212 8000 X 20 ROBERT AND MAYA TICHIO 2 MACPHERSON DRIVE GREENWICH CT 06830 20976 X ACCOUNTING & BOOKKEEPING 40611 0 1713 38898 NLSM - LAND 2012-01-01 100130 L 0 0 0 NLSM - BUILDINGS & FURNISHINGS 2012-01-01 2444174 1133014 SL 39.000000000000 118751 0 118751 NEW BOARDWALK 2016-01-01 6230 623 SL 10.000000000000 623 0 623 SHIPWRECK POLE REHAB 2017-05-24 7200 SL 10.000000000000 720 0 720 PROGRAM/FILM ROOM 2017-05-01 12531 SL 5.000000000000 2506 0 2506 GAME TABLE 2017-05-25 2375 SL 5.000000000000 475 0 475 EGAN BUILDING 2012-01-01 28484 22576 SL 5.000000000000 1704 0 1704 MUTUAL FUNDS FMV 11767230 11767230 NLSM - LAND 100130 0 100130 NLSM - BUILDINGS & FURNISHINGS 2444174 1251765 1192409 NEW BOARDWALK 6230 1246 4984 SHIPWRECK POLE REHAB 7200 720 6480 PROGRAM/FILM ROOM 12531 2506 10025 GAME TABLE 2375 475 1900 EGAN BUILDING 28484 24280 4204 ASSET HELD FOR SALE 1975000 1975000 1975000 BOARD EXPENSE 7330 0 309 7021 ADVERTISING 71710 0 3026 68684 OFFICE EXPENSE 32480 0 1145 25982 EVENTS,EXHIBITIONS & LECTURES 101376 0 4277 97099 REPAIRS & MAINTENANCE 80384 0 3059 69436 INSURANCE 28436 0 1200 27236 PROFESSIONAL DEVELOPMENT 1395 0 59 1336 GIFT SHOP 30429 0 1284 29145 PROGRAM SERVICES 119158 0 5028 114130 MEALS & ENTERTAINMENT 3112 0 96 2189 ADMISSIONS 54395 54395 UNREALIZED GAIN ON INVESTMENTS 1041402 SECURITY DEPOSITS HELD 17050 17050 FEDERAL TAXES 1002 0 0 0 OTHER TAXES 2858 0 121 2737