Nonprofit · EIN 04-6604534
ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC
Tax-exempt · NANTUCKET, MA 02584
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,385,387 | $1,627,926 | -$242,539 | $17,318,087 | $37,363 | $17,280,724 |
| December 31, 2023 | 990-PF | $1,522,057 | $1,494,184 | $27,873 | $16,248,598 | $32,565 | $16,216,033 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $714,375
- Dividends
- $465,746
- Interest
- $3,190
- Net rental income
- $56,553
- Net gain from sales of assets
- $5,338
- Other income
- $96,329
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $125,000
- Salaries, compensation and benefits (total)
- $416,088
- Disbursements for charitable purposes
- $1,202,706
- Excise tax on investment income
- $6,592
Balance sheet and other
- Total assets, start of year
- $16,248,598
- Total assets, end of year
- $17,318,087
- Total liabilities, end of year
- $37,363
- Net assets, end of year
- $17,280,724
- Fair market value of assets
- $18,318,087
- Qualifying distributions
- $1,341,546
- Net investment income
- $474,274
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARLISLE BARRON JENSEN THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | EXECUTIVE DIRECTOR | 40 | $125,000 | $16,225 |
| CHARLES ALLARD THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | MUSEUM DIRECTOR Highest-paid employee | 40 | $88,088 | $4,813 |
| NICHOL DUMITRU THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | MUSEUM SERVICES Highest-paid employee | 40 | $73,817 | $31,111 |
| RENEE CEELY THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | ADMINISTRATION Highest-paid employee | 40 | $73,518 | $11,644 |
| EVAN SCHWANFELDER THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | EDUCATION Highest-paid employee | 40 | $60,954 | $27,795 |
| ROBERT A EGAN THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE/PRESIDENT EMERITUS | 2 | $0 | $0 |
| ALICIA GRAZIADEI THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| JEFF CROWLEY THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| CYNTHIA MCCLINTOCK THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | PRESIDENT | 2 | $0 | $0 |
| WEST RIGGS THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| DAVID GREIG THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| ERICH FISCHER THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| JENNIFER MCARDLE THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | SECRETARY | 2 | $0 | $0 |
| EMMY KILVERT THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| CHARLEY POLACHI THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | VICE PRESIDENT | 2 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA GUFF THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | VICE PRESIDENT | 2 | $0 |
| PHILLIP CONGDON THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 |
| PETER KAIZER THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TREASURER | 2 | $0 |
| CHARLES E WILLIAMS THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 |
| PAMMY BROOKS GRIFFIN THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 |
| NANCY ROSENTHAL THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 |
| BLAISE SHEPPARD THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 |
| SOPHIA SLOAN THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 |
| DAVID ANDERSON THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARLISLE BARRON JENSEN THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | EXECUTIVE DIRECTOR | 40 | $116,039 | $17,786 |
| CARLISLE BARRON JENSEN THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | EXEC. DIRECTOR Highest-paid employee | 40 | $116,039 | $17,786 |
| CHARLES ALLARD THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | MUSEUM DIRECTOR Highest-paid employee | 40 | $77,200 | $4,594 |
| EVAN SCHWANFELDER THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | EDUCATION Highest-paid employee | 40 | $74,978 | $38,063 |
| NICHOL DUMITRU THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | MUSEUM SERVICES Highest-paid employee | 40 | $71,349 | $28,431 |
| RENEE CEELY THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | ADMINISTRATION Highest-paid employee | 40 | $70,811 | $10,633 |
| ROBERT A EGAN THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE/PRESIDENT EMERITUS | 2 | $0 | $0 |
| PAUL J CROWLEY THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| JEFF CROWLEY THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | ADVISORY BOARD | 2 | $0 | $0 |
| CYNTHIA MCCLINTOCK THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | PRESIDENT | 2 | $0 | $0 |
| WEST RIGGS THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | ADVISORY BOARD | 2 | $0 | $0 |
| MATT SANDFORD THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| DONALD B SHACKLEFORD THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| JENNIFER MCARDLE THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | SECRETARY | 2 | $0 | $0 |
| EMMY KILVERT THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| CHARLEY POLACHI THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| JESSICA GUFF THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | VICE PRESIDENT | 2 | $0 | $0 |
| PHILLIP CONGDON THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| PETER KAIZER THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TREASURER | 2 | $0 | $0 |
| CHARLES E WILLIAMS THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
| PAMMY BROOKS GRIFFIN THREE FREEDOM SQUARE, NANTUCKET, MA 02554 | TRUSTEE | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2923, NANTUCKET, MA 02584-2923
- Signed the 990-PF
- CARLISLE JENSEN, EXECUTIVE DIRECTOR
- Phone
- (508) 228-2505
- Website
- EGANMARITIME.ORG
- Return prepared by
- BOLLUS LYNCH LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6604534
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Medical research (H99)
- Assets (IRS master file)
- $17,318,087
- Income (IRS master file)
- $1,948,056
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,385,387 | $1,627,926 | $17,318,087 | XML |
| 990-PF | December 2023 | $1,522,057 | $1,494,184 | $16,248,598 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6604534).
Questions about ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC
- What is the EIN of ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC?
- The employer identification number (EIN) of ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC is 04-6604534.
- Is ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 24 people; 5 received compensation from the organization, the highest $125,000 (CARLISLE BARRON JENSEN, EXECUTIVE DIRECTOR).
- How much revenue does ALBERT F EGAN JR & DOROTHY H EGAN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,385,387, expenses of $1,627,926 and total assets of $17,318,087 at year end.
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