ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC (EIN 04-6604534)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-31
- IRS object ID
- 201113049349100106
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-31T15:08:07-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLUS LYNCH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SHREWSBURY STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046604534 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALBERT F EGAN JR & DOROTHY H | BusinessNameLine1 |
| Business Name Line2 | EGAN FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALBE | NameControl |
| Phone | 5082282505 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WINTER STREET | AddressLine1 |
| City | NANTUCKET | City |
| State | MA | State |
| ZIP Code | 02554 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN GRIMMER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5082282505 | Phone |
| Date Signed | 2011-10-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA E KING | Name |
| Phone | 5087557107 | Phone |
| Date Prepared | 2011-10-19 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15176734 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 317589 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 159510 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 159510 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 159510 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 167800 | GrossRentsRevAndExpnss |
| Gross Rents Adj Net Incm | 167800 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 153121 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -96698 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 407356 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Gross Sales Less Returns And Allwnc | 50508 | GrossSalesLessReturnsAndAllwnc |
| Cost Of Goods Sold | 27448 | CostOfGoodsSold |
| Gross Profit Rev And Expnss | 23060 | GrossProfitRevAndExpnss |
| Gross Profit Adj Net Incm | 23060 | GrossProfitAdjNetIncm |
| Other Income Rev And Expnss | 46058 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 46058 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 617319 | TotalRevenueAndExpenses |
| Total Net Investment Income | 159510 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 396428 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 150265 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 6683 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 136069 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 198454 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 9290 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 189164 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 57167 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 2618 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 53316 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 5840 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 5840 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 27415 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 1734 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 25681 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3952 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 160 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 3792 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 4400 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Adj Net Incm | 206 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 4194 | InterestDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 126933 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 126933 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 43106 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 15943 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 25742 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 8398 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 393 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 8005 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 23620 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 885 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 18011 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 372346 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 17042 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 347010 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1021896 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 160 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 181727 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 816824 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1021896 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 160 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 181727 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 816824 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -404577 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 159350 | NetInvestmentIncome |
| Adjusted Net Income | 214701 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 86740 | CashBOY |
| Cash EOY | 48849 | CashEOY |
| Cash EOYFMV | 48849 | CashEOYFMV |
| Pledges Receivable | 17833 | PledgesReceivable |
| Pledges Receivable BOY | 192893 | PledgesReceivableBOY |
| Pledges Receivable EOY | 17833 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 17833 | PledgesReceivableEOYFMV |
| Grants Receivable BOY | 3206 | GrantsReceivableBOY |
| Grants Receivable EOY | 5099 | GrantsReceivableEOY |
| Grants Receivable EOYFMV | 5099 | GrantsReceivableEOYFMV |
| Inventories For Sale Or Use BOY | 63209 | InventoriesForSaleOrUseBOY |
| Inventories For Sale Or Use EOY | 81397 | InventoriesForSaleOrUseEOY |
| Inventories For Sale Or Use EOYFMV | 81397 | InventoriesForSaleOrUseEOYFMV |
| Prepaid Expenses BOY | 3712 | PrepaidExpensesBOY |
| Investments Other BOY | 8400365 | InvestmentsOtherBOY |
| Investments Other EOY | 8585052 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 8585052 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 2601344 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 490730 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2142547 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2110614 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2110614 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 4342819 | OtherAssetsBOY |
| Other Assets EOY | 4327890 | OtherAssetsEOY |
| Other Assets EOYFMV | 4327890 | OtherAssetsEOYFMV |
| Total Assets BOY | 15235491 | TotalAssetsBOY |
| Total Assets EOY | 15176734 | TotalAssetsEOY |
| Total Assets EOYFMV | 15176734 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 14845 | AccountsPayableBOY |
| Accounts Payable EOY | 13332 | AccountsPayableEOY |
| Mortgages And Notes Payable BOY | 266192 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 68794 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 15500 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 281037 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 97626 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 14954454 | UnrestrictedBOY |
| Unrestricted EOY | 15054108 | UnrestrictedEOY |
| Temporarily Restricted EOY | 25000 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 14954454 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15079108 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 15235491 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15176734 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14954454 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -404577 | ExcessOfRevenueOverExpenses |
| Other Increases | 529231 | OtherIncreases |
| Subtotal | 15079108 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15079108 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | MARKETABLE SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 407356 | GrossSalesPrice |
| Cost Or Other Basis | 504054 | CostOrOtherBasis |
| Gain Or Loss | -96698 | GainOrLoss |
| Gains Minus Excess Or Losses | -96698 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -96698 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -96698 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 550255 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12373410 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044471 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1700585 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13623784 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.124825 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1192462 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15121876 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.078857 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 325405 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9316663 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.034927 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 159984 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 220850 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.724401 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.007481 | TotalDistributionRatio |
| Average Distribution Ratio | 0.201496 | AverageDistributionRatio |
| Net Noncharitable Assets | 8432096 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1699034 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1594 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1700628 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 816824 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3187 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3187 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3187 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6080 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6080 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 2893 | Overpayment |
| Amount Credited To Next Year | 2893 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.EGANINSTITUTE.ORG | WebsiteAddress |
| Books In Care Of Person Name | JEAN GRIMMER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5082282505 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WINTER STREET | AddressLine1 |
| City | NANTUCKET | City |
| State | MA | State |
| ZIP Code | 02554 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (17 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT EGAN | |||||||||
| 2 SEVEN SPRINGS DRIVE | READING | PA | 19607 | PRESIDENT | 2.00 | 0 | 0 | 0 | |
| ALAN ATWOOD | |||||||||
| 7 FISHERS LANDING PO BOX 486 | NANTUCKET | MA | 02554 | TRUSTEE | 2.00 | 0 | 0 | 0 | |
| PETER HOEY | |||||||||
| 61 WANOMA WAY PO BOX 787 | SIASCONSET | MA | 02564 | VICE PRESIDENT | 2.00 | 0 | 0 | 0 | |
| PHILIP READ | |||||||||
| 14 SHERBURNE TURNPIKE | NANTUCKET | MA | 02554 | VICE PRESIDENT | 2.00 | 0 | 0 | 0 | |
| PAUL CROWLEY | |||||||||
| 15 OLD WESTON RD | WAYLAND | MA | 01788 | TRUSTEE | 2.00 | 0 | 0 | 0 | |
| ROBERT ROSENTHAL | |||||||||
| ROSENTHALL AUTOMOTIVE 1100 S GLOBE | ARLINGTON | VA | 22204 | TRUSTEE | 2.00 | 0 | 0 | 0 | RD |
| JOSEPH HALE | |||||||||
| 1919 GULF SHORE BLVD 701 | NAPLES | FL | 34102 | TRUSTEE | 2.00 | 0 | 0 | 0 | |
| JEAN GRIMMER | |||||||||
| 47 GOLDFINCH DRIVE | NANTUCKET | MA | 02554 | TRUSTEE/ EXECUTIVE DIRECTO | 40.00 | 128265 | 12251 | 0 | |
| STEPHANIE BREDIN SPEAKMAN | |||||||||
| 2205 OLD KENNETT ROAD | WILMINGTON | DE | 19807 | TRUSTEE | 2.00 | 0 | 0 | 0 | |
| JESSIE GLIDDEN | |||||||||
| 37 CENTER STREET | NANTUCKET | MA | 02554 | SECRETARY | 2.00 | 0 | 0 | 0 | |
| CHARLES GESCHKE | |||||||||
| 220 UNIVERSITY AVE | LOS ALTOS | CA | 94022 | TRUSTEE | 2.00 | 0 | 0 | 0 | |
| ERIC HOLCH | |||||||||
| 5 PINE STREET | NANTUCKET | MA | 02554 | TRUSTEE | 2.00 | 0 | 0 | 0 | |
| MARLIN MILLER JR | |||||||||
| 211 NORTH TULPEHOCKEN ROAD | GREENSFIELD | PA | 19601 | TRUSTEE | 2.00 | 0 | 0 | 0 | |
| NATHANIAL PHILBRICK | |||||||||
| 4 SILVER STREET | NANTUCKET | MA | 02554 | TRUSTEE | 2.00 | 0 | 0 | 0 | |
| BRUCE D MILLER | |||||||||
| PO BOX 2306 | NANTUCKET | MA | 02554 | TRUSTEE | 2.00 | 0 | 0 | 0 | |
| SARA P CONGDON | |||||||||
| 4 WINTER STREET | NANTUCKET | MA | 02554 | TREASURER | 2.00 | 0 | 0 | 0 | |
| DONALD B SHACKELFORD | |||||||||
| 4 WINTER STREET | NANTUCKET | MA | 02554 | TRUSTEE | 2.00 | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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. | Description1 |
| Expenses1 | 536302 | Expenses1 |
| Description2 | 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. | Description2 |
| Expenses2 | 107726 | Expenses2 |
| Description3 | THE HISTORIC COFFIN SCHOOL, 4 WINTER ST. NANTUCKET - OPEN TO THE PUBLIC FROM MAY 29 THROUGH OCTOBER 12, 2010 - APPROXIMTALEY 2,000 VISITERS ATTENDED | Description3 |
| Expenses3 | 367292 | Expenses3 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8492709 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 67795 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8560504 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8560504 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 128408 | CashDeemedCharitable |
| Net Noncharitable Assets | 8432096 | NetNoncharitableAssets |
| Minimum Investment Return | 421605 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 816824 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 816824 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 816824 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2006-11-02 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 214701 | CurrentYear |
| Year1 | 328823 | Year1 |
| Year2 | 681189 | Year2 |
| Year3 | 756094 | Year3 |
| Total | 1980807 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 182496 | CurrentYear |
| Year1 | 279500 | Year1 |
| Year2 | 579011 | Year2 |
| Year3 | 642680 | Year3 |
| Total | 1683686 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 816824 | CurrentYear |
| Year1 | 550255 | Year1 |
| Year2 | 1700585 | Year2 |
| Year3 | 1192462 | Year3 |
| Total | 4260126 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 816824 | CurrentYear |
| Year1 | 550255 | Year1 |
| Year2 | 1700585 | Year2 |
| Year3 | 1192462 | Year3 |
| Total | 4260126 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 281070 | CurrentYear |
| Year1 | 412447 | Year1 |
| Year2 | 454126 | Year2 |
| Year3 | 504063 | Year3 |
| Total | 1651706 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMISSIONS | Description |
| Related Or Exempt Function Income | 46058 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $159,510 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $153,121 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$96,698 | ExclusionAmount |
Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 03 | ExclusionCode |
| Exclusion | $23,060 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $238,993 | ExclusionAmount |
| Related Or Exempt Function Income | 46058 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 285051 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumber |
| Relationship Statement | ADMISSION FEES TO MUSEUM | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | MR MRS WILLIAM STAMPER | 173 POLPIS ROAD | NANTUCKET | MA | 02554 | 15000 | X |
| 2 | MRS STEPHANIE B SPEAKMAN | 2205 OLD KENNET ROAD | WILMINGTON | DE | 19807 | 6720 | X |
| 3 | MS SANDRA A URIE | 38 PROSPECT STREET | WINCHESTER | MA | 01890 | 5000 | X |
| 4 | SILICON VALLEY COMMUNITY FOUNDATION | 2440 WEST EL AMINO REAL SUITE 30 | MOUNTAIN VIEW | CA | 94040 | 25000 | X |
| 5 | MS WORTHINTON FOUNDATION | 21 VESTAL STREET | NANTUCKET | MA | 02554 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & BOOKKEEPING | Category |
| Amount | $27,415 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 1734 | AdjustedNetIncome |
| Disbursements Charitable Prps | 25681 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 8585052 | BookValue |
| EOYFMV | 8585052 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $5,840 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 5840 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INCOME TAXES RECEIVABLE | 17819 | 2890 | 2890 |
| ASSET HELD FOR SALE | 4325000 | 4325000 | 4325000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BOARD MEETINGS | 4869 | 0 | 228 | 4641 |
| ADVERTISING | 38279 | 0 | 1792 | 36487 |
| OFFICE EXPENSE | 33181 | 0 | 1165 | 23721 |
| EVENTS,EXHIBITIONS & LECTURES | 127748 | 0 | 5980 | 121768 |
| REPAIRS & MAINTENANCE | 37414 | 0 | 1751 | 35663 |
| INSURANCE | 20488 | 0 | 959 | 19529 |
| PROGRAM SERVICES | 79869 | 0 | 3739 | 76130 |
| FEES & PERMITS | 3459 | 0 | 162 | 3297 |
| RECEPTIONS | 6671 | 0 | 312 | 6359 |
| PROFESSIONAL DEVELOPMENT | 3004 | 0 | 141 | 2863 |
| GIFT SHOP AND OTHER | 17364 | 0 | 813 | 16552 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMISSIONS | Description |
| Revenue And Expenses Per Books | 46058 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 46058 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $529,231 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS HELD | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 15500 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| OTHER OUTSIDE SERVICES | $3,792 | 0 | 0 | 3792 |
| INVESTMENT FEES | $160 | 160 | 0 | 0 |
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