2015-07-24T13:02:09-05:00 2014-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990PF 2014-01-01 046604534 THE ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC ALBE 5082282505 5 A BAYBERRY COURT PO BOX 2923 NANTUCKET MA 02584 JEAN GRIMMER EXECUTIVE DIRECTOR 5082282505 2015-07-06 1 BARBARA E KING P00005629 5087557107 2015-07-06 2014 2016-02-25 16:41:14Z X 15265099 X 240955 245929 245929 245929 164484 164484 164484 370615 3171403 370615 0 41279 19623 21656 21656 38326 0 38326 1081965 616544 470395 117000 0 3764 105760 280590 0 9036 253624 101183 0 3255 91460 45197 0 1554 43643 324 324 0 0 2840 0 98 2742 16850 0 0 0 121539 0 121628 94999 0 60059 18111 2540 0 87 2453 4077 0 140 3937 391554 0 12855 361172 1178693 324 212476 882902 0 0 1178693 324 212476 882902 -96728 616220 257919 284048 309563 309563 2097977 2097977 295 1894 295 295 112083 235667 112083 112083 41161 41515 41515 3684 20502 20502 9385318 9051647 9051647 2570288 913600 1775808 1656688 1656517 4325000 1975000 1975000 16052580 15265270 15265099 25565 23181 95834 50120 15500 16300 136899 89601 X 15485943 14904590 429738 271079 15915681 15175669 16052580 15265270 15915681 -96728 0 15818953 643284 15175669 ARTWORK P 108630 108630 108630 REAL ESTATE P 2097977 2350000 -252023 -252023 MARKETABLE SECURITIES P 450324 450788 -464 -464 CAPITAL GAINS DIVIDENDS P 514472 514472 514472 370615 0 0 760572 9125416 0.083347 742793 8468173 0.087716 692081 8357117 0.082813 816824 8432096 0.096871 550255 12373410 0.044471 0.395218 0.079044 10405813 822517 6162 828679 885321 X 6162 0 6162 0 6162 8120 8120 X 1958 1958 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 EGAN 5A BAYBERRY COURT NANTUCKET MA 02554 PRESIDENT 2.00 0 0 0 JOE AGUIAR 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 ERIC S HOLCH 5A BAYBERRY COURT NANTUCKET MA 02554 VICE PRESIDENT 2.00 0 0 0 JOSEPH HALE JR 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 PAULINE PROCH 5A BAYBERRY COURT NANTUCKET MA 02554 EXECUTIVE DIRECTOR 40.00 117000 24376 0 PAUL J CROWLEY 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 2.00 0 0 0 PETER HOEY 5A BAYBERRY COURT NANTUCKET MA 02554 SECRETARY 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 TRUSTEE 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 TRUSTEE 2.00 0 0 0 WILLIAM P HOURIHAN JR 5A BAYBERRY COURT NANTUCKET MA 02554 TREASURER 2.00 0 0 0 HARRY T REIN 5A BAYBERRY COURT NANTUCKET MA 02554 TRUSTEE 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 TRUSTEE 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 TRUSTEE 2.00 0 0 0 PAULINE PRPCJ 5A BAYBERRY COURT NANTUCKET MA 02554 EXECUTIVE DIRECTOR 40.00 117000 24375 0 LISA MCCANDLESS 5A BAYBERRY COURT NANTUCKET MA 02554 CURATOR/ASST DIRECTO 40.00 75954 21656 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. 420861 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. 103132 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. 290797 0 9218483 1345794 0 10564277 0 0 10564277 158464 10405813 520291 X 882902 0 2419 885321 6162 879159 2006-11-02 X 257919 439697 280432 248365 1226413 219231 373742 238367 211110 1042451 885321 760572 745102 694263 3085258 0 0 0 0 0 885321 760572 745102 694263 3085258 0 0 346861 304181 282273 278571 1211886 0 0 0 0 X 0 0 ADMISSIONS 38326 14 245929 16 164484 18 370615 03 21656 0 802684 38326 841010 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 7500 X 2 TIMOTHY DONAHUE 13400 OAKMEADE PALM BEACH GARDENS FL 33418 10000 X 3 CHARLES M GESCHKE 220 UNIVERSITY AVENUE LOS ALTOS CA 940223515 27500 X 4 DREW GUFF 63 WANOMA WAY SIASCONSET MA 02564 5000 X 5 JOE FARRELL 1512 SOUTH EAST 11TH STREET FORT LAUDERDALE FL 33316 5000 X 6 STEPHEN CREESE 96 WASHINGTON STREET NANTUCKET MA 02554 5000 X 7 RICHARD MENSCHEL 660 PARK AVE NEW YORK NY 11065 5000 X 8 ROBERT M ROSENTHAL 1902 ASSOCIATION DRIVE RESTON VA 20191 25000 X 9 ERIC SCHMIDT 555 BRYANT STREET 347 PALO ALTO CA 943011704 10000 X 10 DONALD B SHACKELFORD 21 E STATE STREET SUITE 1400 COLUMBUS OH 43215 46000 X ACCOUNTING & BOOKKEEPING 45197 0 1554 43643 NLSM - LAND 2012-01-01 100130 L 0 0 0 NLSM - BUILDINGS & FURNISHINGS 2012-01-01 2402496 776761 SL 39.000000000000 118751 0 118751 EMF BUILDING & FURNISHINGS 2012-01-01 25984 15300 SL 39.000000000000 2788 0 2788 CIP 2012-01-01 41678 L 0 0 0 MUTUAL FUNDS FMV 9051647 9051647 NLSM - LAND 100130 0 100130 NLSM - BUILDINGS & FURNISHINGS 2402496 895512 1506984 EMF BUILDING & FURNISHINGS 25984 18088 7896 CIP 41678 0 41678 ASSET HELD FOR SALE 4325000 1975000 1975000 UNREALIZED LOSS ON INVESTMENTS 643284 BOARD EXPENSE 29741 0 1023 28718 ADVERTISING 30643 0 1054 29589 OFFICE EXPENSE 25008 0 693 19666 EVENTS,EXHIBITIONS & LECTURES 103585 0 3562 100023 REPAIRS & MAINTENANCE 75253 0 2234 62740 INSURANCE 20354 0 700 19654 PROFESSIONAL DEVELOPMENT 3813 0 131 3682 GIFT SHOP 23346 0 803 22543 PROGRAM SERVICES 56582 0 1946 54636 MEALS & ENTERTAINMENT 2599 0 0 0 CAPITAL EXPENSES 20630 0 709 19921 ADMISSIONS 38326 38326 SECURITY DEPOSITS HELD 15500 16300 INVESTMENT FEES 324 324 0 0 FEDERAL TAXES 14850 0 0 0 OTHER TAXES 2000 0 0 0