2019-11-22T07:50:46-06:00 2019-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2018-07-01 042108341 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLE 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 ERIC MALLOY CHIEF FINANCIAL OFFICER 4137747411 2019-11-21 1 JOHN TOSCANO P00358542 9592007000 2019-11-21 209.59.242.35 2019-11-21 12:14:51 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BD84538EA755581083493421785D700562C14C5F 2018 2020-04-17 16:48:07Z EAGLEBROOK SCHOOL ANDREW C CHASE 271 PINE NOOK ROAD DEERFIELD MA 01342 39103556 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. 39 39 223 56 -671281 -799575 10206650 5237425 14511317 15637134 3140590 3484444 80907 133041 27939464 24492044 2054897 1811293 0 0 9793411 10682136 46795 48010 1276688 9491282 10097243 21386385 22638682 6553079 1853362 190483042 194063805 29865384 28866984 160617658 165196821 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 17241030 1811293 15782425 THE DELIVERY OF A QUALITY EDUCATION AND THE PROMOTION OF PHYSICAL EDUCATION TO APPROXIMATELY 259 BOARDING AND DAY STUDENTS AND 77 SUMMER SESSION STUDENTS IN GRADES 6 - 9. 17241030 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 1 0 1 0 0 1 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 1 32 0 1 223 1 0 0 0 0 0 0 0 0 0 0 0 0 X 39 39 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 HARSHA AGADI TRUSTEE 2.00 X 0 0 0 LIBBY ALEXANDER OUTGOING TRUSTEE 2.00 X 0 0 0 STEPHEN BARTLETT TRUSTEE 2.00 X 0 0 0 DOUGLAS BRAFF VICE PRESIDENT 2.00 X X 0 0 0 MORTIMER BERKOWITZ OUTGOING 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 TRUSTEE 2.00 X 0 0 0 FROST COCHRAN TRUSTEE 2.00 X 0 0 0 SALLY DUNGAN TRUSTEE 2.00 X 0 0 0 KATHLEEN ELKINS TRUSTEE 2.00 X 0 0 0 MICHAEL FALCONE OUTGOING TRUSTEE 2.00 X 0 0 0 FREDERICK FRIEDMAN TRUSTEE 2.00 X 0 0 0 LARRY GRAHAM TRUSTEE 2.00 X 0 0 0 JONATHAN GRENZKE TREASURER 2.00 X X 0 0 0 JAMES GUBELMANN TRUSTEE 2.00 X 0 0 0 WILLIAM GUTFARB TRUSTEE 2.00 X 0 0 0 JAMES HILDERBRANDT OUTGOING TRUSTEE 2.00 X 0 0 0 STACEY HILDERBRANDT TRUSTEE 2.00 X 0 0 0 AIMEE JAMISON TRUSTEE 2.00 X 0 0 0 JAY JAMISON TRUSTEE 2.00 X 0 0 0 PAIGE JERNIGAN TRUSTEE 2.00 X 0 0 0 JOE LOTUFF OUTGOING TRUSTEE 2.00 X 0 0 0 TIA LOTUFF 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 JIM 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 TRUSTEE 2.00 X 0 0 0 SHIH-WEI PENG TRUSTEE 2.00 X 0 0 0 LUCAS VAN PRAAG TRUSTEE 2.00 X 0 0 0 ANDREW ROCKEFELLER TRUSTEE 2.00 X 0 0 0 REGINA ROCKEFELLER 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 ERIC TAYLOR TRUSTEE 2.00 X 0 0 0 REMEY TRAFELET TRUSTEE 2.00 X 0 0 0 JUDSON TRAPHAGEN TRUSTEE 2.00 X 0 0 0 D SCOTT WISE PRESIDENT 2.00 X X 0 0 0 EDWIN WONG TRUSTEE 2.00 X 0 0 0 PATRICK MAHONEY TRUSTEE 2.00 X 0 0 0 ANDREW CHASE HEAD OF SCHOOL, CEO 50.00 X 325746 0 98333 KARL KOENIGSBAUER PLACEMENT DIR, TREASURER 40.00 X 120419 0 49237 ERIC MALLOY CFO, SECRETARY 50.00 X 201765 0 59838 WESLEY SMITH DIRECTOR OF FACILITIES 40.00 X 129803 0 32405 ELIZABETH FEELEY DIR. OF DEVELOPMENT 40.00 X 120945 0 25443 898678 0 265256 6 0 1 0 SCAPES BUILDERS & EXCAVATION LLC 110 N HILLSIDE ROAD SOUTH DEERFIELD MA 01373 HALSTED APT, PAVING 646429 STATEWIDE AQUASTORE INC 6010 DROTT DRIVE EAST SYRACUSE NY 13057 WATER TANK INSTALLATION 381321 E & R LAUNDRY INC 80 ROSS AVE MANCHESTER NH 03103 LAUNDRY 259761 JAMROG HVAC INC 481 LONG PLAIN ROAD LEVERETT MA 01054 HVAC 153119 DUFFY WILLARD PAVING & EXCAVATING LLC PO BOX 60137 FLORENCE MA 010620137 PAVING 149581 8 29355 5208070 577073 5237425 TUITION AND FEES 611710 15615699 15615699 APPLICATION FEES 611710 21435 21435 15637134 889949 -671281 1561230 17138892 14544397 2594495 2594495 2594495 0 29355 12250 -12250 -12250 45668 54865 -9197 -9197 AUXILIARY ACTIVITIES 611710 154488 154488 154488 24492044 15782425 -671281 4143475 1811293 1811293 778217 293089 304300 180828 391673 391673 7366792 6171265 786537 408990 473320 403842 47067 22411 1091840 993400 71593 26847 580294 518570 36794 24930 156304 156304 66596 66596 48010 48010 594971 594971 214801 88415 93296 33090 5407 5407 514927 171907 162631 180389 223784 161986 48163 13635 2241416 1793133 448283 175202 54195 23894 97113 94268 79397 5816 9055 408578 326862 81716 3089174 2471339 617835 287279 79713 207566 DINING HALL 839399 839399 ACADEMIC AND RES. LIFE 321036 321036 GENERAL AND ADMINISTRAT 264126 264126 DEVELOPMENT EXPENSES 199989 199989 399986 270516 98069 31401 22638682 17241030 4120964 1276688 6927361 9627693 9536817 9514596 492665 250000 46497 13864 69116 67385 36683 107200075 36150950 73228202 71049125 23724258 24929633 73087090 72876896 3371036 5697930 190483042 194063805 999770 518339 8256846 8765391 20608768 19583254 29865384 28866984 X 78490742 79949924 45692716 48490832 36434200 36756065 160617658 165196821 190483042 194063805 1853362 2725801 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90991424 9378733 5884473 3050000 103204630 80395031 5373888 8172505 2950000 90991424 72118907 808656 10417468 2950000 80395031 76237606 615851 -1784550 2950000 72118907 76398809 805999 1932798 2900000 76237606 0.18490 0.35610 0.45900 0 0 2619369 2619369 99958135 33483382 66474753 3748810 2036278 1712532 873761 631290 242471 71049125 GLOBAL EQUITIES 15214242 F FOREIGN EQUITIES 13780379 F HEDGE FUNDS 17889484 F PRIVATE EQUITY FUNDS 18916264 F REAL ASSETS 4624964 F DOMESTIC EQUITY 2451563 F 72876896 X 24823831 2725801 2725801 22098030 594971 1799043 2394014 24492044 20244668 0 20244668 594971 1799043 2394014 22638682 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 X, LINE 2: THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2016 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,811,293. SPECIAL EVENT EXPENSES -12,250. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,811,293. SPECIAL EVENT EXPENSES -12,250. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT OF NONDISCRIMINATION IS INCLUDED ON REGISTRATION FORMS AND IN OTHER PROMOTIONAL MATERIALS. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 3 FUNDRAISING 24433 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTED ASSETS WHICH ARE PART OF THE SCHOOL'S ENDOWMENT PORTFOLIO 13817340 1 3 0 0 1 3 13841773 0 13841773 1 0 0 0 1 0 PART I, LINE 3: EXPENDITURES ARE ACCOUNTED FOR USING THE ACCRUAL BASIS OF ACCOUNTING. X X X 1 CLEMMENS CONSULTING 1058 FORT SUMTER DRIVE CHARLESTON SC 29412 SOFTWARE CONSULTANT 0 0 21840 0 KINGSLEY NORRIS 50 HASTINGS ROAD HUDSON MA 01749 CONSULTANT 0 0 11250 0 GIVE CAMPUS INC 903 G ST SE WASHINGTON DC DC 20003 SOFTWARE PLATFORM 0 0 14920 0 48010 MA COUNTRY FAIR 29355 29355 12250 29355 29355 12250 12250 -12250 SCHEDULE G, PART I, LINE 2B, COLUMN (V) DEVELOPMENT-RELATED CONSULTING SERVICES, INCLUDING MANAGEMENT AND COORDINATION OF MAJOR DONOR AND FOUNDATION SOLICITATION PROGRAM. 1 FINANCIAL AID TO STUDENTS - REGULAR TUITION AND FEES 54 1726113 FMV FINANCIAL ASSISTANCE FINANCIAL AID TO STUDENTS - SUMMER SESSIONS 42 85180 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 X 0 0 0 0 0 0 0 1 0 ANDREW CHASE HEAD OF SCHOOL, CEO 325746 0 0 0 0 0 38287 0 60046 0 424079 0 0 0 KARL KOENIGSBAUER PLACEMENT DIR, TREASURER 120419 0 0 0 0 0 14450 0 34787 0 169656 0 0 0 ERIC MALLOY CFO, SECRETARY 199265 0 2500 0 0 0 26229 0 33609 0 261603 0 0 0 WESLEY SMITH DIRECTOR OF FACILITIES 128803 0 1000 0 0 0 16874 0 15531 0 162208 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 EXPENSE. 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 OFFICERS RECEIVED A DISCRETIONARY BONUS PAYMENT, WHICH WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND HEADMASTER. A MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY 043431814 2013-08-30 43197300 REDEMPTION OF SERIES 2007 BONDS, CONSTRUCTION AND RELATED COSTS 0 0 0 A 23266141 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 EDMONIA CHASE MOTHER OF THE HEAD OF SCHOOL 95158 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; HISTORY 0 RACHAEL BLAIN SPOUSE OF THE HEAD OF SCHOOL 106203 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; ENGLISH 0 PAMELA KOENIGSBAUER SPOUSE OF TREASURER 72477 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; MATH 0 KARL A KOENIGSBAUER SON OF TREASURER 70855 COMPENSATION FOR SERVICES PROVIDED TO THE SCHOOL AS DIRECTOR OF ADMISSIONS AND FINANCIAL AID. 0 RUTH KOENIGSBAUER DAUGHTER IN LAW OF TREASURER 46980 COMPENSATION FOR SERVICES PROVIDED TO THE SCHOOL AS ENGLISH CHAIR 0 X 13 577073 FAIR VALUE 0 0 1 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. PART I, LINE 32B: AN ACCOUNT IS MAINTAINED WITH A FINANCIAL INSTITUTION FOR THE LIQUIDATION OF GIFTS OF SECURITIES FORM 990, PART VI, SECTION A, LINE 2 AS OF YEAR END, THE BOARD OF TRUSTEES INCLUDED TEN INDIVIDUALS CONSTITUTING 5 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 BOARD OF TRUSTEES 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 THE SCHOOL'S BUSINESS OFFICE COLLECTS AND REVIEWS ALL ANNUAL ACKNOWLEDGEMENTS COMPLETED BY THE TRUSTEES. ANY POTENTIAL CONFLICTS ARE FORWARDED AND ADDRESSED BY THE HEADMASTER AND/OR THE BOARD CHAIR, AS DEEMED APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE EXCECUTIVE 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 474797 0 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL 1