2024-05-06T15:40:20-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2022-07-01 042108341 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLE 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 ERIC M MALLOY CHIEF FINANCIAL OFFICER 4137747411 2024-05-02 1 ERIC MALLOY 999009999 0 JOHN TOSCANO P00358542 8605614000 2024-05-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z EAGLEBROOK SCHOOL ANDREW C CHASE 271 PINE NOOK ROAD DEERFIELD MA 01342 58740315 0 X WWW.EAGLEBROOK.ORG X 1937 MA EAGLEBROOK IS A SCHOOL FOR BOYS IN THE 6TH, 7TH, 8TH, AND 9TH GRADES. IN A WARM, CARING, STRUCTURED ATMOSPHERE, BOYS LEARN MORE THAN THEY EVER THOUGHT POSSIBLE, DISCOVER INNER RESOURCES, DEVELOP SELF-CONFIDENCE, AND HAVE FUN ALONG THE WAY. EAGLEBROOK WELCOMES BOYS OF ANY RACE, COLOR, NATIONALITY, SEXUAL ORIENTATION, RELIGION, AND ALL SHARE THE SAME PRIVILEGES AND DUTIES. 36 36 207 30 390722 0 12026051 13309586 15931848 17714263 5634746 3109656 283045 51733 33875690 34185238 1966346 2280088 0 0 12167562 12728427 0 0 1036565 10719888 10449839 24853796 25458354 9021894 8726884 217680718 229056845 20192995 22309873 197487723 206746972 X EAGLEBROOK IS A SCHOOL FOR BOYS IN THE 6TH, 7TH, 8TH, AND 9TH GRADES. IN A WARM, CARING, STRUCTURED ATMOSPHERE, BOYS LEARN MORE THAN THEY EVER THOUGHT POSSIBLE, DISCOVER INNER RESOURCES, DEVELOP SELF-CONFIDENCE, AND HAVE FUN ALONG THE WAY. EAGLEBROOK WELCOMES BOYS OF ANY RACE, COLOR, NATIONALITY, SEXUAL ORIENTATION, RELIGION, AND ALL SHARE THE SAME PRIVILEGES AND DUTIES. 0 0 19912188 2280088 17765996 THE DELIVERY OF A QUALITY EDUCATION AND THE PROMOTION OF PHYSICAL EDUCATION TO APPROXIMATELY 255 BOARDING AND DAY STUDENTS AND 60 SUMMER SESSION STUDENTS IN GRADES 6 THROUGH 9. 19912188 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 1 23 0 1 207 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 36 36 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X ERIC M MALLOY 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 JON GRENZKE BOARD PRESIDENT 2.00 X X 0 0 0 DOUGLAS BRAFF BOARD VICE PRESIDENT 2.00 X X 0 0 0 REGINA ROCKEFELLER BOARD TREASURER 2.00 X X 0 0 0 STEPHEN BARTLETT TRUSTEE 2.00 X 0 0 0 DARYL BYRD TRUSTEE 2.00 X 0 0 0 CHARLES CAHN TRUSTEE 2.00 X 0 0 0 EDUARDO CISNEROS TRUSTEE 2.00 X 0 0 0 FROST COCHRAN TRUSTEE 2.00 X 0 0 0 KATHLEEN ELKINS TRUSTEE 2.00 X 0 0 0 FREDERICK FIEDMAN TRUSTEE 2.00 X 0 0 0 STACEY HILDEBRANDT TRUSTEE 2.00 X 0 0 0 CHRIS JAROCH TRUSTEE 2.00 X 0 0 0 PAIGE JERNIGAN TRUSTEE 2.00 X 0 0 0 CHRISTOPHER LANNING TRUSTEE 2.00 X 0 0 0 TIA LOTUFF TRUSTEE 2.00 X 0 0 0 PATRICK MAHONEY TRUSTEE 2.00 X 0 0 0 PETER MCKILLOP TRUSTEE 2.00 X 0 0 0 LEON MENG OUTGOING TRUSTEE OCTOBER 2022 2.00 X 0 0 0 PRESCOTT MILLER TRUSTEE 2.00 X 0 0 0 JON MURCHINSON TRUSTEE 2.00 X 0 0 0 JULIE MURCHINSON OUTGOING TRUSTEE OCTOBER 2022 2.00 X 0 0 0 JAMES NEARY TRUSTEE 2.00 X 0 0 0 FRANK NELSON TRUSTEE 2.00 X 0 0 0 SALVADORE NEME TRUSTEE 2.00 X 0 0 0 TROUP PARKINSON TRUSTEE 2.00 X 0 0 0 GREGG RENFREW TRUSTEE 2.00 X 0 0 0 STEVEN ROCKWELL TRUSTEE 2.00 X 0 0 0 YVES SALOMON-FERNANDEZ OUTGOING TRUSTEE OCTOBER 2022 2.00 X 0 0 0 JAMES SCHAEFER TRUSTEE 2.00 X 0 0 0 WESLEY SEIFER TRUSTEE 2.00 X 0 0 0 SHA SHA TRUSTEE 2.00 X 0 0 0 DAVID SPECTOR TRUSTEE 2.00 X 0 0 0 DR ERIC TAYLOR TRUSTEE 2.00 X 0 0 0 JUDSON TRAPHAGEN TRUSTEE 2.00 X 0 0 0 ANDREA VAN BEUREN OUTGOING TRUSTEE OCTOBER 2022 2.00 X 0 0 0 LUCAS VAN PRAAG TRUSTEE 2.00 X 0 0 0 ANAPAULA WATSON TRUSTEE 2.00 X 0 0 0 MARK WATSON TRUSTEE 2.00 X 0 0 0 KEVIN WENDLE TRUSTEE 2.00 X 0 0 0 CAMILLE ZAMORA TRUSTEE 2.00 X 0 0 0 ANDREW CHASE HEAD OF SCHOOL, CEO 50.00 X 377195 0 96048 ERIC MALLOY CFO, SECRETARY 50.00 X 236220 0 59875 WESLEY SMITH DIRECTOR OF PHYSICAL PLANT 40.00 X 145812 0 106470 SHAPLEIGH LAPOINTE ASST HEAD OF SCHOOL, DEAN OF SCHOOL LIFE 40.00 X 129270 0 14326 SCHUYLER BOGEL DIRECTOR OF ADVANCEMENT AND COMMUNICATIONS 40.00 X 125800 0 26252 PAUL CYR-MUTTY DEAN OF TEACHING AND LEARNING 40.00 X 121686 0 49061 DAVID GAGNON DIRECTOR OF HUMAN RESOURCES 40.00 X 115470 0 11633 1251453 0 363665 14 0 1 0 WINDIGO ARCHITECHTURE 914 KEMBLE AVENUE MORRISTOWN NJ 07960 ARCHITECTURE 467006 JAMROG 481 LONG PLAIN ROAD LEVERETT MA 01054 HVAC 407283 E & R LAUNDRY 80 ROSS AVE MANCHESTER NH 03103 LAUNDRY 309355 ODEH ENGINEERS 1223 MINERAL SPRING AVE NORTH PROVIDENCE RI 02904 ENGINEERING 300000 CONSULTING ENGINEERING SERVICES 128 CARNEGIE ROW NORWOOD MA 02062 ENGINEERING 289374 13 1027205 12282381 1234291 13309586 TUITION & FEES 611110 17549591 17549591 OTHER FEES 611110 132823 132823 APPLICATION FEES 611110 31849 31849 17714263 1652132 234292 1417840 26012601 24555077 1457524 1457524 156430 1301094 OTHER REVENUES 611110 51733 51733 51733 34185238 17765996 390722 2718934 53900 53900 2226188 2226188 743902 262671 340020 141211 218683 218683 8777491 7349379 1113514 314598 570645 471238 83407 16000 1748561 1612412 102926 33223 669145 539291 107588 22266 249122 249122 130903 130903 588093 588093 4781 4781 298904 63915 100221 134768 330937 219211 111726 2608676 2086941 521735 197403 84515 14950 97938 232435 185948 46487 2966889 2373511 593378 431215 344972 86243 DINING HALL 950720 950720 DEPARTMENTAL EXPENSES 615307 237979 314427 62901 ACADEMIC AND RESIDENTIA 516980 516900 80 ADVANCEMENT EVENTS 213660 213660 113814 113814 25458354 19912188 4509601 1036565 1999340 5714912 16515390 37306357 37207 5925 6513 207934 111773870 47840737 63924590 63933133 42417617 36101047 92780061 84910917 0 876620 217680718 229056845 822895 1162429 8110901 9450249 11259199 10820575 0 876620 20192995 22309873 X 99601153 110020400 97886570 96726572 197487723 206746972 217680718 229056845 8726884 532365 0 X X 0 1 X 1 0 X 5237425 5742682 8914290 12026051 13309586 45230034 5237425 5742682 8914290 12026051 13309586 45230034 11633212 33596822 1561230 1629586 1154753 1535511 1417840 7298920 390722 390722 52919676 81161258 0.63490 0.72080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122264073 4473205 2379341 486358 3563642 125066619 140419913 1706505 -15912345 3950000 122264073 101292304 1982431 40595178 3450000 140419913 103204630 316485 1221189 3450000 101292304 90991424 9378733 5884473 3050000 103204630 0.23310 0.76690 0.00000 0 0 3068542 3068542 94814573 38535671 56278902 4277564 3250010 1027554 9613191 6055056 3558135 63933133 GLOBAL EQUITY 8905917 F DOMESTIC EQUITY 3495591 F FOREIGN EQUITY 3406489 F PRIVATE REAL ASSETS 5768291 F FLEXIBLE CAPITAL 23773952 F PRIVATE EQUITY FUNDS 39560677 F 84910917 DEFERRED COMPENSATION 876620 876620 31815322 532365 -2314188 -1781823 33597145 588093 588093 34185238 22556073 0 22556073 588093 2314188 2902281 25458354 PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUNDS ARE INVESTED FOR LONG-TERM GROWTH IN ORDER TO PROVIDE A RATE OF RETURN WHICH, SUBJECT TO THE SCHOOL'S SPENDING POLICY, WILL BE USED TO SUPPORT THE SCHOOL'S CURRENT AND FUTURE PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AND SUMMER SCHOOL REMISSION -2,314,188. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SUMMER SCHOOL REMISSION 2,314,188. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT OF NONDISCRIMINATION IS INCLUDED ON REGISTRATION FORMS AND IN OTHER PROMOTIONAL MATERIALS. THE POLICY IS ALSO POSTED ON THE SCHOOL'S "ABOUT US" SECTION OF ITS WEBSITE. SCHEDULE E, PART I, LINE 6 DURING THE YEAR ENDED JUNE 30, 2023, THE SCHOOL DETERMINED THAT IT MET THE ELIGIBILITY REQUIREMENTS AND CONDITIONS FOR THE EMPLOYEE RETENTION CREDIT (ERC) PROGRAM AND FILED THE NECESSARY FORMS TO CLAIM THE ERC. THE SCHOOL RECOGNIZED COMBINED ERC CREDITS OF $1,027,205 FOR ALL ELIGIBLE QUARTERS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 20724687 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 10801 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 182679 EAST ASIA AND THE PACIFIC 0 3 FUNDRAISING 56525 0 3 0 0 0 3 20974692 0 20974692 1 0 0 1 1 0 PART I, LINE 3: EXPENSES ARE ACCOUNTED FOR USING THE ACCRUAL BASIS OF ACCOUNTING. PART III ACCOUNTING METHOD: SCHEDULE F, PART I, LINE 3 (D): INVESTMENTS INCLUDED IN THIS SECTION RELATE TO INVESTMENT HOLDINGS INCLUDED IN THE SCHOOL'S ENDOWMENT PORTFOLIO. 1 DEERFIELD FIRE DISTRICT PO BOX 168 DEERFIELD MA 01342 501(C)(4) 5900 0 ANNUAL GIFT FRANKLIN LAND TRUST PO BOX 450 SHELBURNE FALLS MA 01370 222744488 501(C)(3) 5000 0 ANNUAL GIFT TOWN OF DEERFIELD 8 CONWAY STREET SOUTH DEERFIELD MA 01373 TOWN OF DEERFIELD 33500 0 ANNUAL GIFT AND SPECIAL AWARD FOR NEW ROOF FRIENDS OF DEERFIELD PO BOX 426 DEERFIELD MA 01342 861184042 501(C)(3) 7000 0 ANNUAL GIFT 4 2 FINANCIAL AID TO STUDENTS - REGULAR TUITION AND FEES 54 2144008 FMV FINANCIAL ASSISTANCE FINANCIAL AID TO STUDENTS - SUMMER SESSIONS 12 82180 FMV FINANCIAL ASSISTANCE PART I, LINE 2: FINANCIAL AID IS AWARDED THROUGH A PROCESS WHICH BEGINS WITH THE PARENTS' SUBMISSION OF AN APPLICATION TO SCHOOL AND STUDENT SERVICES (SSS). RESULTING INFORMATION IS THEN REVIEWED BY THE SCHOOL'S FINANCIAL AID COMMITTEE, WHICH IS CHARGED WITH FINAL DISTRIBUTION OF APPROVED FINANCIAL AID AWARDS. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ANDREW CHASE HEAD OF SCHOOL, CEO 377195 0 0 0 0 0 38870 0 57178 0 473243 0 0 0 ERIC MALLOY CFO, SECRETARY 234220 0 2000 0 0 0 30550 0 29325 0 296095 0 0 0 WESLEY SMITH DIRECTOR OF PHYSICAL PLANT 144812 0 1000 0 0 0 19175 0 87295 0 252282 0 0 0 PAUL CYR-MUTTY DEAN OF TEACHING AND LEARNING 121686 0 0 0 0 0 15000 0 34061 0 170747 0 0 0 SCHUYLER BOGEL DIRECTOR OF ADVANCEMENT AND COMMUNIC 123800 0 2000 0 0 0 10600 0 15652 0 152052 0 0 0 PART I, LINE 1A FOR THE BENEFIT AND CONVENIENCE OF THE SCHOOL AND AS A CONDITION OF THEIR EMPLOYMENT, CERTAIN EMPLOYEES ARE PROVIDED WITH ON-CAMPUS RESIDENCES AT THE SCHOOL'S EXPENSES. THESE RESIDENCES ARE READILY AVAILABLE AND USED FOR SCHOOL-RELATED ORDINARY AND NECESSARY BUSINESS FUNCTIONS ON A REGULAR AND CONTINUING BASIS. FOR THE YEAR ENDED JUNE 30, 2023, THE HEAD OF SCHOOL, CFO, DIRECTOR OF PHYSICAL PLANT AND ASSISTANT HEAD OF SCHOOL/DEAN OF TEACHING AND LEARNING RECEIVED CAMPUS HOUSING AS NONTAXABLE BENEFITS. PART I, LINE 7 THE CFO/SECRETARY RECEIVED A DISCRETIONARY BONUS AS APPROVED BY THE SCHOOL'S COMPENSATION COMMITTEE. THE DIRECTORS OF PHYSICAL PLANT AND ADVANCEMENT AND COMMUNICATIONS RECEIVED DISCRETIONARY BONUSES AS APPROVED BY THE HEAD OF SCHOOL. A MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY 043431814 2013-08-30 43197300 REDEMPTION OF SERIES 2007 BONDS, CONSTRUCTION AND RELATED COSTS 0 0 0 A 32147300 43197300 187406 35926432 7083462 0 1 0 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 RACHEL BLAIN SPOUSE OF THE HEAD OF SCHOOL 123870 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; ENGLISH 0 EDMONIA CHASE MOTHER OF THE HEAD OF SCHOOL 94813 COMPENSATION FOR SERVICES PROVIDED AS THE SCHOOL'S HISTORIAN. 0 X 22 1234291 FMV 0 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS FORM 990, PART IV, LINE 7: IN MAY 2023 THE SCHOOL PURCHASED APPROXIMATELY 119 ACRES OF LAND OF WHICH 114.05 ARE SUBJECT TO AN AGRICULTURAL PRESERVATION RESTRICTION (APR) BY THE COMMONWEALTH OF MASSACHUSETTS. THE APR IS IN PERPETUITY AND ALLOWS ONLY AGRICULTURAL AND WOODLAND ACTIVITIES ON THE PROPERTY. THE APR WAS GRANTED IN 1995. PART OF THE APR INCLUDES AN OPTION TO PURCHASE AT AGRICULTURAL VALUE (OPAV) BY THE MASSACHUSETTS DEPARTMENT OF AGRICULTURAL RESOURCES (MDAR). THE OPTION IS CONSIDERED A RESTRICTION THAT RUNS WITH THE LAND AND IS BINDING ON THE PROPERTY. FORM 990, PART VI, SECTION A, LINE 1A SUBJECT TO THE DIRECTION OR APPROVAL OF THE BOARD OF TRUSTEES, AND EXCEPT AS LIMITED BY LAW, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWERS OF THE BOARD OF TRUSTEES IN THE INTERVALS BETWEEN BOARD OF TRUSTEES' MEETINGS. IN GENERAL, THE COMMITTEE MAY ACT, ON BEHALF OF THE BOARD OF TRUSTEES, UPON ALL MATTERS EXCEPT THOSE WHICH, IN THE OPINION OF THE COMMITTEE, SHOULD AWAIT THE NEXT MEETING OF THE BOARD TRUSTEES. EXCEPT AS EXPRESSLY PROVIDED WITHIN THE BY-LASWS, ALL ACTION SO TAKEN BY THE COMMITTEE SHALL BE DEEMED THE ACTION OF THE BOARD OF TRUSTEES. AT EACH MEETING OF THE BOARD OF TRUSTEES, THE COMMITTEE SHALL REPORT ACTION TAKEN BY IT SINCE THE PREVIOUS BOARD OF TRUSTEES MEETING. FORM 990, PART VI, SECTION A, LINE 2 JON AND JULIE MURCHINSON ARE VOTING MEMBERS OF THE BOARD WHO ARE MARRIED. JULIE MURCHINSON WAS AN OUTGOING TRUSTEE IN OCTOBER 2022. ADDITIONALLY, PAUL AND MARK WATSON ARE VOTING MEMBERS OF THE BOARD WHO ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS DURING THE TAX YEAR TO INCREASE THE MAXIMUM NUMBER OF REGULAR TRUSTEES FROM 24 TO 25. FORM 990, PART VI, SECTION B, LINE 11B UPON ITS COMPLETION, THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. ONCE APPROVED BY MANAGEMENT, THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR ITS REVIEW AND APPROVAL. UPON APPROVAL BY THE AUDIT COMMITTEE, THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEE PRIOR TO FILING. IN ORDER TO PRESERVE THE PRIVACY OF ITS DONOR BASE, THE FORM 990 DISTRIBUTED TO THE BOARD OF TRUSTEES EXCLUDES SCHEDULE B. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; B. HAS READ AND UNDERSTANDS THE POLICY; C. HAS AGREED TO COMPLY WITH THE POLICY; AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE DETERMINES COMPENSATION FOR THE HEAD OF SCHOOL AND OTHER OFFICERS BY COMPILING AND REVIEWING COMPARABLE DATA FOR SIMILAR DUTIES FROM PEER INSTITUTIONS. THIS PROCESS WAS LAST UNDERTAKEN IN NOVEMBER, 2022. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT ITS ADMINISTRATIVE OFFICES IN DEERFIELD, MA. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. EAGLEBROOK SCHOOL EDUCATIONAL FOUNDATION - HONG KONG 271 PINE NOOK ROAD DEERFIELD MA 01342 FUNDRAISING MA 381292 0 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL