2021-05-03T08:48:36-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2019-07-01 042108341 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLE 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 ERIC M MALLOY CHIEF FINANCIAL OFFICER 4137747411 2021-04-28 1 JOHN TOSCANO P00358542 8605614000 2021-04-28 2019 2022-09-23 18:48:47Z EAGLEBROOK SCHOOL ANDREW C CHASE 271 PINE NOOK ROAD DEERFIELD MA 01342 34975981 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.EAGLEBROOK'S ROLE IS TO HELP EACH BOY COME IN TO FULL AND CONFIDENT POSSESSION OF HIS INNATE TALENTS, TO IMPROVE THE SKILLS NEEDED FOR THE CHALLENGES OF SECONDARY SCHOOL, AND TO ESTABLISH VALUES THAT WILL ALLOW HIM TO BE A PERSON WHO RESPECTS INDIVIDUAL DIFFERENCES AND ACTS WITH THOUGHTFULNESS AND HUMANITY.AT THE HEART OF THE SCHOOL IS THE SHARED LIFE OF TEACHERS, THEIR FAMILIES, AND BOYS WORKING TOGETHER. TEACHERS MAKE LEARNING AN ADVENTURE AND WATCH OVER EACH BOY'S PERSONAL GROWTH. THEY SET THE ACADEMIC TONE, COACH THE TEAMS, SERVE AS DORMITORY PARENTS, AND ARE AVAILABLE FOR A BOY WHEN HE NEEDS A FRIEND. 35 35 224 103 -515239 -798999 5237425 7369415 15637134 15806387 3484444 3830276 133041 77413 24492044 27083491 1811293 1976905 0 0 10682136 11197480 48010 6995 768705 10097243 9297100 22638682 22478480 1853362 4605011 194063805 194228192 28866984 26260107 165196821 167968085 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.EAGLEBROOK'S ROLE IS TO HELP EACH BOY COME IN TO FULL AND CONFIDENT POSSESSION OF HIS INNATE TALENTS, TO IMPROVE THE SKILLS NEEDED FOR THE CHALLENGES OF SECONDARY SCHOOL, AND TO ESTABLISH VALUES THAT WILL ALLOW HIM TO BE A PERSON WHO RESPECTS INDIVIDUAL DIFFERENCES AND ACTS WITH THOUGHTFULNESS AND HUMANITY.AT THE HEART OF THE SCHOOL IS THE SHARED LIFE OF TEACHERS, THEIR FAMILIES, AND BOYS WORKING TOGETHER. TEACHERS MAKE LEARNING AN ADVENTURE AND WATCH OVER EACH BOY'S PERSONAL GROWTH. THEY SET THE ACADEMIC TONE, COACH THE TEAMS, SERVE AS DORMITORY PARENTS, AND ARE AVAILABLE FOR A BOY WHEN HE NEEDS A FRIEND. 0 0 17672142 1976905 15883800 THE DELIVERY OF A QUALITY EDUCATION AND THE PROMOTION OF PHYSICAL EDUCATION TO APPROXIMATELY 258 BOARDING AND DAY STUDENTS AND 100 SUMMER SESSION STUDENTS IN GRADES 6 THROUGH 9. 17672142 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 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 1 32 0 1 224 1 0 0 0 0 0 0 0 0 0 0 0 0 X 35 35 1 0 0 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 ANDREW CHASE HEAD OF SCHOOL 50.00 X X 329609 0 92671 ERIC M MALLOY CFO & SECRETARY 50.00 X X 206720 0 61423 WESLEY SMITH DIRECTOR OF PHYSICAL PLANT 40.00 X 132886 0 48637 KARL J KOENIGSBAUR DEAN OF PLACEMENT 40.00 X 131185 0 54843 PAUL CYR-MUTTY DEAN OF TEACHING AND LEARNING 40.00 X 120786 0 48794 JONATHAN GRENZKE PRES - EFF 10/2019; OUTGOING TREASURER 2.00 X X 0 0 0 DSCOTT WISE PRESIDENT - THRU 9/2019 2.00 X X 0 0 0 DOUGLAS BRAFF VICE PRESIDENT 2.00 X X 0 0 0 REGINA ROCKEFELLER TREASURER 2.00 X X 0 0 0 HARSHA AGADI OUTGOING TRUSTEE 2.00 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 MATTHEW CHANG OUTGOING TRUSTEE 2.00 X 0 0 0 FROST COCHRAN TRUSTEE 2.00 X 0 0 0 SALLY DUNGAN DECEASED APRIL 2020 2.00 X 0 0 0 KATHLEEN ELKINS TRUSTEE 2.00 X 0 0 0 FREDERICK FRIEDMAN TRUSTEE 2.00 X 0 0 0 LAWRENCE GRAHAM TRUSTEE 2.00 X 0 0 0 JAMES GUBELMANN TRUSTEE 2.00 X 0 0 0 WILLIAM GUTFARB TRUSTEE 2.00 X 0 0 0 STACEY HILDEBRANDT TRUSTEE 2.00 X 0 0 0 AIMEE JAMISON OUTGOING TRUSTEE 2.00 X 0 0 0 JAY JAMISON OUTGOING TRUSTEE 2.00 X 0 0 0 CHRIS JAROCH TRUSTEE 2.00 X 0 0 0 DEB JAROCH TRUSTEE 2.00 X 0 0 0 PAIGE JERNIGAN 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 PRESCOTT MILLER TRUSTEE 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 DIANA PENG OUTGOING TRUSTEE 2.00 X 0 0 0 SHIH-WEI PENG OUTGOING TRUSTEE 2.00 X 0 0 0 ANDREW ROCKEFELLER OUTGOING TRUSTEE 2.00 X 0 0 0 STEVEN ROCKWELL TRUSTEE 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 ERIC TAYLOR TRUSTEE 2.00 X 0 0 0 REMY TRAFELET OUTGOING TRUSTEE 2.00 X 0 0 0 JUDSON TRAPHAGEN TRUSTEE 2.00 X 0 0 0 LUCAS VAN PRAAG TRUSTEE 2.00 X 0 0 0 TOM WHAYNE TRUSTEE 2.00 X 0 0 0 EDWIN WONG TRUSTEE 2.00 X 0 0 0 CAMILLE ZAMORA TRUSTEE 2.00 X 0 0 0 921186 0 306368 8 0 1 0 E&R LAUNDRY INC 80 ROSS AVE MANCHESTER NH 03103 LAUNDRY SERVICE 262304 SCAPES BUILDERS & EXCAVATION LLC 110 N HILLSIDE RD SOUTH DEERFIELD MA 01373 GENERAL CONTRACTING 185720 MCLANE MIDDLETON PO BOX 326 MANCHESTER NH 031050326 LEGAL 164336 WINDIGO ARCHITECTURE LLC 914 KEMBLE AVE MORRISTOWN NJ 07960 ARCHITECHTURE 136338 JAMROG HVAC INC 481 LONG PLAIN RD LEVERETT MA 01054 HVAC 125332 7 1626733 5742682 386073 7369415 TUITION & FEES 611110 15782692 15782692 APPLICATION FEES 611110 23695 23695 15806387 1006483 -623103 1629586 10671256 7847463 2823793 2823793 107864 2715929 36853 45027 -8174 -8174 AUXILIARY ACTIVITIES 611710 85587 85587 85587 27083491 15883800 -515239 4345515 1976905 1976905 630007 218910 294165 116932 202526 202526 7943381 6796074 922841 224466 529840 450393 64993 14454 1282155 1137910 117104 27141 609571 502325 90688 16558 164571 164571 58415 58415 6995 6995 559519 559519 5511 5511 263123 100046 61794 101283 241576 193261 48315 2178755 1743004 435751 130784 77084 8536 45164 389106 311285 77821 3107496 2485997 621499 253103 202482 50621 DINING HALL 622591 622591 0 0 ACADEMIC AND RESIDENTIA 453031 453031 0 0 GENERAL AND ADMINISTRAT 375191 0 375191 0 DEVELOPMENT EXPENSES 215712 0 0 215712 278616 198318 80298 22478480 17672142 4037633 768705 9627693 9539660 9514596 13704041 250000 0 13864 5893 67385 62077 36683 0 107448868 39244050 71049125 68204818 16306042 17338364 81500487 85373339 5697930 0 194063805 194228192 518339 525877 8765391 6910763 19583254 18557740 0 265727 28866984 26260107 X 79949924 85727491 85246897 82240594 165196821 167968085 194063805 194228192 4605011 -1833747 0 X X 0 1 X 1 0 X 10872653 9541131 10206650 5237425 5742682 41600541 10872653 9541131 10206650 5237425 5742682 41600541 10604383 30996158 921923 435611 1018640 1561230 1629586 5566990 194192 194192 65233 65233 47426956 73623390 0.65360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103204630 316485 1221189 3450000 101292304 90991424 9378733 5884473 3050000 103204630 80395031 5373888 8172505 2950000 90991424 72118907 808656 10417468 2950000 80395031 76237606 615851 1784550 2950000 72118907 0.19840 0.80160 0 0 2619369 2619369 94464022 31815174 62648848 3825746 2466431 1359315 6539731 4962445 1577286 68204818 GLOBAL EQUITY 13343638 F DOMESTIC EQUITY 12671984 F FOREIGN EQUITY 2832810 F PRIVATE REAL ASSETS 4349095 F FIXED INCOME 8922354 F FLEXIBLE CAPITAL 23506283 F PRIVATE EQUITY FUNDS 19747175 F 85373339 REFUNDABLE ADVANCE 265727 265727 22713320 -1833747 -1833747 24547067 559519 1976905 2536424 27083491 19942056 0 19942056 559519 1976905 2536424 22478480 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 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,976,905. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,976,905. 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. SCHEDULE E, PART I, LINE 6 ON APRIL 21, 2020, THE SCHOOL RECEIVED A PAYCHECK PROTECTION PROGRAM LOAN OF $1,892,460 GRANTED BY THE SMALL BUSINESS ADMINISTRATION UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT. THE SCHOOL DOES NOT OTHERWISE RECEIVE GOVERNMENT FINANCIAL ASSISTANCE. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTED ASSETS WHICH ARE PART OF THE SCHOOL'S ENDOWMENT PORTFOLIO 23337000 NORTH AMERICA 0 0 INVESTED ASSETS WHICH ARE PART OF THE SCHOOL'S ENDOWMENT PORTFOLIO 11000 0 0 0 0 0 0 23348000 0 23348000 1 0 0 0 1 0 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 FINANCIAL AID TO STUDENTS - REGULAR TUITION AND FEES 59 1921305 FMV FINANCIAL ASSISTANCE FINANCIAL AID TO STUDENTS - SUMMER SESSIONS 8 55600 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 329609 0 0 0 0 0 31960 0 60711 0 422280 0 0 0 ERIC M MALLOY CFO & SECRETARY 204220 0 2500 0 0 0 27300 0 34123 0 268143 0 0 0 WESLEY SMITH DIRECTOR OF PHYSICAL PLANT 131886 0 1000 0 0 0 17323 0 31314 0 181523 0 0 0 KARL J KOENIGSBAUR DEAN OF PLACEMENT 129935 0 1250 0 0 0 16362 0 38481 0 186028 0 0 0 PAUL CYR-MUTTY DEAN OF TEACHING AND LEARNING 119786 0 1000 0 0 0 14760 0 34034 0 169580 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. FOR THE CONVENIENCE OF THE SCHOOL, THESE RESIDENCES ARE READILY AVAILABLE AND USED FOR SCHOOL-RELATED ORDINARY AND NECESSARY BUSINESS FUNCTIONS ON A REGULAR AND CONTINUING BASIS. PART I, LINE 7 LISTED INDIVIDUALS RECEIVED A DISCRETIONARY BONUS PAYMENT, WHICH WAS APPROVED BY THE EXECUTIVE COMMITTE OF THE BOARD OF TRUSTEES AND 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 24306051 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 108520 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; ENGLISH 0 EDMONIA CHASE MOTHER OF THE HEAD OF SCHOOL 94006 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; HISTORY 0 X 36 386073 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 DURING THE TAX YEAR, THE VOTING MEMBERS OF THE BOARD OF TRUSTEES INCLUDED 10 INDIVIDUALS CONSTITUTING 5 MARRIED COUPLES. AS OF YEAR END, THE VOTING MEMBERS OF THE BOARD OF TRUSTEES INCLUDED 4 INDIVIDUALS CONSTITUTING 2 MARRIED COUPLES. 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 EXECUTIVE COMMITTEE DETERMINES COMPENSATION FOR THE HEADMASTER AND OTHER OFFICERS BY COMPILING AND REVIEWING COMPARABLE DATA FOR SIMILAR DUTIES FROM PEER INSTITUTIONS. 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 SCHOOL HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR. EAGLEBROOK SCHOOL EDUCATIONAL FOUNDATION - HONG KONG 271 PINE NOOK ROAD DEERFIELD MA 01342 FUNDRAISING MA 402550 0 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL