Nonprofit · EIN 13-4316755
COMMUNITY FOUNDATION FOR NANTUCKET
Tax-exempt · NANTUCKET, MA 02554
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $9,563,919 | $6,880,883 | $2,683,036 | $33,953,993 | $675,775 | $33,278,218 |
| December 31, 2024 | 990 | $7,152,921 | $5,987,477 | $1,165,444 | $29,567,016 | $335,851 | $29,231,165 |
| December 31, 2023 | 990 | $6,964,101 | $6,110,431 | $853,670 | $27,172,215 | $294,800 | $26,877,415 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $8,268,014
- Program service revenue
- $0
- Investment income
- $1,293,784
- Net rental income
- $2,121
- Net gain from sales of assets
- $430,877
- Other revenue
- $2,121
Expenses
- Grants and similar amounts paid
- $4,391,704
- Compensation of officers, directors and key employees
- $216,215
- Other salaries and wages
- $269,571
- Salaries, compensation and benefits (total)
- $554,478
- Professional fundraising fees
- $0
- Legal fees
- $57,245
- Accounting fees
- $63,253
- Occupancy
- $62,680
- Depreciation
- $36,697
- Program services (functional)
- $5,906,152
- Management and general (functional)
- $522,377
- Fundraising (functional)
- $452,354
Balance sheet and other
- Total assets, start of year
- $29,567,016
- Total assets, end of year
- $33,953,993
- Total liabilities, end of year
- $675,775
- Net assets, end of year
- $33,278,218
- Land, buildings and equipment
- $734,465
- Publicly traded securities
- $24,038,889
- Net assets without donor restrictions
- $33,222,311
- Net assets with donor restrictions
- $55,907
- Gross receipts
- $10,253,559
- Employees
- 6
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- MA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Sunny Daily | Executive Director Officer | 40 | $177,242 | $34,269 |
| Mike Cozort | President Trustee or director, Officer | 2 | $0 | $0 |
| Pammy Griffin | Vice Preisdent Trustee or director, Officer | 2 | $0 | $0 |
| Lisa Botticelli | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Thomas J Anathan | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Georgine Anton | Trustee Trustee or director | 1 | $0 | $0 |
| Jamie Foster | Trustee Trustee or director | 1 | $0 | $0 |
| Wendy Hudson | Trustee Trustee or director | 1 | $0 | $0 |
| Rachel Hobart | Trustee Trustee or director | 1 | $0 | $0 |
| Ellen Hoeffel | Trustee Trustee or director | 1 | $0 | $0 |
| David Johnson | Trustee Trustee or director | 1 | $0 | $0 |
| Martha Polachi | Trustee Trustee or director | 1 | $0 | $0 |
| Roberto Santamaria | Trustee Trustee or director | 1 | $0 | $0 |
| Douglas Kepple | Trustee Trustee or director | 1 | $0 | $0 |
| Rachel Mandel | Trustee Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Melissa Philbrick | Trustee Trustee or director | 1 | $0 |
| Max Wolf | Trustee Trustee or director | 1 | $0 |
| Richard Philips | Trustee Trustee or director | 1 | $0 |
| Magdalena Reid | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUNNY DAILY | EXECUTIVE DI Officer | 40 | $152,338 | $19,497 |
| MELISSA PHILBRICK | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| MICHAEL COZORT | VICE PREISDE Trustee or director, Officer | 5 | $0 | $0 |
| LISA BOTTICELLI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS J ANATHAN | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| GEORGINE ANTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANK ANTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMIE FOSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAMMY BROOKS GRIFFIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RACHEL HOBART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELLEN HOEFFEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WENDY HUDSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG KEPPLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RACHEL MANDLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD PHILLIPS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARTHA POLACHI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAGDALENA REID | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERTO SANTAMARIA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GEOFF VERNEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAX WOLF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS VINEIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FINN WENTWORTH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSEPH WRIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARC A FEIGN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUNNY DAILY | EXECUTIVE DI Officer | 35 | $109,015 | $18,879 |
| MAGARETTA ANDREWS | FORMER EXECU Officer | 35 | $112,594 | $5,435 |
| THOMAS J ANATHAN | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| FRANK ANTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LISA BOTTICELLI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL COZORT | VICE PREISDE Trustee or director, Officer | 5 | $0 | $0 |
| MARC A FEIGN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMIE FOSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAMMY BROOKS GRIFFIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RACHEL HOBART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELLEN HOEFFEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MELISSA PHILBRICK | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| MARTHA POLACHI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERTO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GEOFF VERNEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS VINEIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FINN WENTWORTH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAX WOLF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSEPH WRIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 204, NANTUCKET, MA 02554-0204
- Principal officer (990 for 2025)
- Michael Cozort, PO Box 204, Nantucket, MA 02554
- Signed the 990
- Michael Cozort, President
- Phone
- (508) 825-9993
- Website
- WWW.CFNAN.ORG
- Return prepared by
- Grassi Advisory Group Inc
Mission
OUR MISSION IS TO STRENGTHEN NANTUCKET NOW AND FOR FUTURE GENERATIONS THROUGH INFORMED PHILANTHROPY AND COMMUNITY LEADERSHIP.
Program accomplishments
- COMMUNITY PROGRAMS AND GENERAL PHILANTHROPY INCLUDING GRANTS AND PROGRAM EXPENSES FOR HOUSING, MENTAL HEALTH, SUBSTANCE ABUSE DISORDERS, YOUTH, EDUCATION, HUMAN SERVICES, ARTS/CULTURE, CONSERVATION, AND ANIMAL-RELATED CAUSES.Expenses $5,906,152 · grants $4,391,704
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-4316755
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $33,953,993
- Income (IRS master file)
- $10,253,559
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $9,563,919 | $6,880,883 | $33,953,993 | IRS |
| 990 | December 2024 | $7,152,921 | $5,987,477 | $29,567,016 | XML |
| 990 | December 2023 | $6,964,101 | $6,110,431 | $27,172,215 | XML |
| 990 | December 2022 | $13,013,280 | $4,747,665 | $24,543,363 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 13-4316755).
Questions about COMMUNITY FOUNDATION FOR NANTUCKET
- What is the EIN of COMMUNITY FOUNDATION FOR NANTUCKET?
- The employer identification number (EIN) of COMMUNITY FOUNDATION FOR NANTUCKET is 13-4316755.
- Is COMMUNITY FOUNDATION FOR NANTUCKET tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to COMMUNITY FOUNDATION FOR NANTUCKET tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION FOR NANTUCKET file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY FOUNDATION FOR NANTUCKET due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION FOR NANTUCKET last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COMMUNITY FOUNDATION FOR NANTUCKET?
- The 990 for the year ended December 31, 2025 names Michael Cozort.
- Who are the officers and directors of COMMUNITY FOUNDATION FOR NANTUCKET?
- The 990 for the year ended December 31, 2025 lists 19 people; 1 received compensation from the organization, the highest $177,242 (Sunny Daily, Executive Director).
- How much revenue does COMMUNITY FOUNDATION FOR NANTUCKET have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $9,563,919, expenses of $6,880,883 and total assets of $33,953,993 at year end.
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