2019-05-13T08:18:27-05:00 2018-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2017-07-01 042108341 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLE 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 ERIC MALLOY CHIEF FINANCIAL OFFICER 4137747411 2019-05-10 1 JOHN TOSCANO P00358542 9592007000 2019-05-10 209.59.242.22 2019-05-10 09:37:29 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BD84538EA755581083493421785D700562C14C5F 2017 2019-02-21 02:37:17Z EAGLEBROOK SCHOOL ANDREW C CHASE 271 PINE NOOK ROAD DEERFIELD MA 01342 37553590 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. 37 37 214 51 -447117 -515657 9541131 10206650 13663333 14511317 3457039 3140590 180622 80907 26842125 27939464 2073053 2054897 0 0 9363326 9793411 25600 46795 998230 8572711 9491282 20034690 21386385 6807435 6553079 178034010 190483042 30778394 29865384 147255616 160617658 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 16113669 2054897 14592272 THE DELIVERY OF A QUALITY EDUCATION AND THE PROMOTION OF PHYSICAL EDUCATION TO APPROXIMATELY 249 BOARDING AND DAY STUDENTS AND 72 SUMMER SESSION STUDENTS IN GRADES 6 - 9. 16113669 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 1 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 1 1 0 0 1 32 0 1 214 1 0 0 0 0 0 1 1 0 0 0 0 X 37 37 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 TRUSTEE 2.00 X 0 0 0 STEPHEN BARTLETT TRUSTEE 2.00 X 0 0 0 KATHLEEN BEIT OUTGOING TRUSTEE 2.00 X 0 0 0 DOUGLAS BRAFF VICE PRESIDENT 2.00 X X 0 0 0 MORTIMER BERKOWITZ 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 EMILY CASPERSEN OUTGOING 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 TRUSTEE 2.00 X 0 0 0 NINA FIALKOW 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 TRUSTEE 2.00 X 0 0 0 JAMES GUBELMANN TRUSTEE 2.00 X 0 0 0 WILLIAM GUTFARB TREASURER 2.00 X X 0 0 0 JAMES HILDEBRANDT TRUSTEE 2.00 X 0 0 0 STACEY HILDERBRANDT TRUSTEE 2.00 X 0 0 0 MARK HOLTON OUTGOING TRUSTEE 2.00 X 0 0 0 MELANIE HOLTON OUTGOING TRUSTEE 2.00 X 0 0 0 JAY JAMISON TRUSTEE 2.00 X 0 0 0 AIMEE JAMISON TRUSTEE 2.00 X 0 0 0 PAIGE JERNIGAN TRUSTEE 2.00 X 0 0 0 MICHAEL KLUMP OUTGOING TRUSTEE 2.00 X 0 0 0 JOE LOTUFF 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 TROUP PARKINSON 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 ALEXANDER TAYLOR OUTGOING TRUSTEE 2.00 X 0 0 0 ERIC TAYLOR TRUSTEE 2.00 X 0 0 0 REMY TRAFELET TRUSTEE 2.00 X 0 0 0 JUDSON TRAPHAGEN TRUSTEE 2.00 X 0 0 0 ARCHIBALD VAN BEUREN OUTGOING TRUSTEE 2.00 X 0 0 0 LUCAS VAN PRAAG TRUSTEE 2.00 X 0 0 0 D SCOTT WISE BOARD PRESIDENT 2.00 X X 0 0 0 ANDREW CHASE HEADMASTER & CEO 50.00 X 411548 0 97841 ERIC MALLOY CFO, SECRETARY 50.00 X 186947 0 56266 THEODORE LOW ADMISSIONS DIR, TREASURER 40.00 X 107763 0 47924 KARL KOENIGSBAUER PLACEMENT DIR, TREASURER 40.00 X 115655 0 48320 PAUL CYR-MUTTY ASSISTANT HEADMASTER 40.00 X 117155 0 45273 WESLEY SMITH PROJECT MANAGER 40.00 X 125068 0 15589 ELIZABETH FEELEY DIR. OF DEVELOPMENT 40.00 X 119820 0 13158 O STUART CHASE DEVELOPMENT ASSOCIATE 40.00 X 108443 0 42055 1292399 0 366426 8 0 1 0 DA SULLIVAN & SONS INC 82-84 NORTH STREET NORTHAMPTON MA 01061 GENERAL CONTRACTOR 4368174 SCAPES BUILDERS & EXCAVATION LLC 110 N HILLSIDE ROAD SOUTH DEERFIELD MA 01373 GENERAL CONTRACTOR 1344931 E & R LAUNDRY INC 80 ROSS AVE MANCHESTER NH 03103 LAUNDRY SERVICE 255928 WINDIGO ARCHITECTURE LLC 914 KEMBLE AVENUE MORRISTOWN NJ 07960 ARCHITECTURAL SERVICES 246122 JAMROG HVAC INC 481 LONG PLAIN RD LEVERETT MA 01054 HAVC & MECHANICAL 199590 10 23925 10182725 351365 10206650 TUITION AND FEES 611710 14487683 14487683 APPLICATION FEES 611710 23281 23281 OTHER FEES 611710 353 353 14511317 571523 -447117 1018640 12112311 9186304 356940 2926007 -356940 2569067 2569067 19755 23925 19803 -48 -48 124923 51079 73844 73844 AUXILIARY ACTIVITIES 611710 7111 7111 7111 27939464 14592272 -447117 3587659 2054897 2054897 856530 135650 647540 73340 304479 215580 15270 73629 7006185 5938266 760781 307138 446688 377859 50838 17991 623579 530313 66147 27119 555950 444567 83668 27715 132515 132515 54036 54036 46795 46795 424649 424649 132561 32037 100524 5429 1170 3274 985 453411 186459 106182 160770 197248 129027 64947 3274 1967219 1573776 393443 201393 94312 33104 73977 66187 45088 10007 11092 407005 325604 81401 3088781 2471025 617756 303628 84414 219214 DINING HALL 776839 776839 ACADEMIC AND RES. LIFE 396791 396791 GENERAL AND ADMINISTRAT 216889 216889 DEVELOPMENT EXPENSES 160702 160702 505999 299995 192301 13703 21386385 16113669 4274486 998230 6955916 6927361 7541545 9536817 728050 492665 25294 46497 148407 69116 42565 106785585 33557383 74862511 73228202 19113855 23724258 64981751 73087090 3634116 3371036 178034010 190483042 1032443 999770 8111669 8256846 21634282 20608768 30778394 29865384 X 70794869 78490742 40673935 45692716 35786812 36434200 147255616 160617658 178034010 190483042 6553079 6808963 0 X X 0 1 X 1 0 X 80395031 5373888 8172505 2950000 90991424 72118907 808656 10417468 2950000 80395031 76237606 615851 -1784550 2950000 72118907 76398809 805999 1932798 2900000 76237606 69147764 718204 9332841 2800000 76398809 0.11400 0.40000 0.48600 0 0 2619369 2619369 98775981 30921691 67854290 4105692 2000985 2104707 1284543 634707 649836 73228202 GLOBAL EQUITIES 14701682 F FOREIGN EQUITIES 14405196 F HEDGE FUNDS 21129896 F PRIVATE EQUITY FUNDS 16063559 F REAL ASSETS 4540421 F DOMESTIC EQUITY 2246336 F 73087090 X 32288684 6808963 19803 6828766 25459918 424649 2054897 2479546 27939464 18926642 19803 19803 18906839 424649 2054897 2479546 21386385 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 2015 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 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,803. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,054,897. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,803. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,054,897. 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, 2 3 FUNDRAISING 19992 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTED ASSETS WHICH ARE PART OF THE SCHOOL'S ENDOWMENT PORTFOLIO 13070227 2 3 0 0 2 3 13090219 0 13090219 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 27545 0 KINGSLEY NORRIS 50 HASTINGS ROAD HUDSON MA 01749 CONSULTANT 0 0 7500 0 GIVE CAMPUS INC 903 G ST SE WASHINGTON DC DC 20003 SOFTWARE PLATFORM 0 0 11750 0 46795 MA COUNTRY FAIR 43680 23925 19755 19803 43680 23925 19755 19803 19803 -48 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 55 1978402 FMV FINANCIAL ASSISTANCE FINANCIAL AID TO STUDENTS - SUMMER SESSIONS 12 76495 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 HEADMASTER & CEO 411548 0 0 0 0 0 38943 0 58898 0 509389 0 0 0 ERIC MALLOY CFO, SECRETARY 184447 0 2500 0 0 0 22800 0 33466 0 243213 0 0 0 THEODORE LOW ADMISSIONS DIR, TREASURER 107513 0 250 0 0 0 13410 0 34514 0 155687 0 0 0 KARL KOENIGSBAUER PLACEMENT DIR, TREASURER 114405 0 1250 0 0 0 14100 0 34220 0 163975 0 0 0 PAUL CYR-MUTTY ASSISTANT HEADMASTER 117155 0 0 0 0 0 14400 0 30873 0 162428 0 0 0 O STUART CHASE DEVELOPMENT ASSOCIATE 108443 0 0 0 0 0 8923 0 33132 0 150498 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 22226231 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 HEADMASTER 90040 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; LATIN 0 RACHAEL BLAIN SPOUSE OF THE HEADMASTER 101800 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; ENGLISH 0 BARBARA LOW SPOUSE OF AN ASSISTANT TREASURER OF THE SCHOOL 64800 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; HEAD OF LANGUAGE TRAINING PROGRAM. 0 PAMELA KOENIGSBAUER SPOUSE OF AN ASSISTANT TREASURER OF THE SCHOOL 67130 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; MATH 0 KARL A KOENIGSBAUER SON OF TREASURER 60645 COMPENSATION FOR SERVICES PROVIDED TO THE SCHOOL AS A TEACHER OF HISTORY AND ELECTIVES, COACH, ADVISOR, AND DORMITORY HOUSEPARENT. 0 RUTH KOENIGSBAUER DAUGHTER IN LAW OF TREASURER 43595 COMPENSATION FOR SERVICES PROVIDED TO THE SCHOOL AS A TEACHER OF ENGLISH 0 O STUART CHASE FATHER OF HEADMASTER 68539 COMPENSATION FOR SERVICES PROVIDED TO THE SCHOOL AS DEVELOPMENT COORDINATOR. 0 ALYSE CHASE DAUGHTER OF HEADMASTER 44100 COMPENSATION FOR SERVICES PROVIDED TO SCHOOL AS A SCIENCE TEACHER. 0 X 31 331610 FAIR VALUE X AUCTION 76 19755 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 SIX INDIVIDUALS CONSTITUTING 3 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 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 535056 50000 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EAGLEBROOK EDUCATIONAL FOUNDATION - HONG KONG C 535056 CASH