2017-12-01T11:05:17-06:00 2017-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2016-07-01 042108341 Allen-Chase Foundation dba Eaglebrook school ALLE 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 ERIC MALLOY CHIEF FINANCIAL OFFICER 4137747411 2017-11-28 1 JOHN TOSCANO P00358542 9592007000 2017-11-28 209.3.217.20 2017-11-28 09:44:18 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BD84538EA755581083493421785D700562C14C5F 2016 2017-02-10 21:41:12Z eaglebrook school ANDREW C CHASE 271 PINE NOOK ROAD DEERFIELD MA 01342 33575508 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. 36 36 216 32 194192 0 10872653 9541131 13153851 13663333 1297170 3457039 150517 180622 25474191 26842125 1876797 2073053 0 0 9258941 9363326 35200 25600 1054978 8012901 8572711 19183839 20034690 6290352 6807435 164601341 178034010 31648486 30778394 132952855 147255616 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 14957187 2073053 13844125 The delivery of a quality education and the promotion of physical education to approximately 244 boarding and day students and 72 summer session students in grades 6 - 9. 14957187 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 35 0 1 216 1 1 1 0 0 0 0 1 1 0 0 0 0 X 36 36 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 Trustee 2.00 X 0 0 0 Mortimer Berkowitz Trustee 2.00 X 0 0 0 Douglas Braff Vice President 2.00 X 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 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 Lawrence 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 Mark Holton outgoing trustee 2.00 X 0 0 0 Melanie Holton outgoing 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 Michael Klump outgoing trustee 2.00 X 0 0 0 Joe Lotuff Trustee 2.00 X 0 0 0 Patricia 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 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 WES 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 Pamela Thomas-Graham 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 Archibold 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 50.00 X 392977 0 73949 Karl Koeigsbauer Placement Director, Treasurer 40.00 X 109813 0 47848 Theodore Low Admissions Director, Treasurer 40.00 X 104512 0 49880 Eric Malloy CFO, Secretary 50.00 X 170848 0 50492 PAUL CYR-MUTTY ASSISTANT HEADMASTER 40.00 X 114057 0 46768 892207 0 268937 5 0 1 0 DA SULLIVAN & SONS INC 82-84 north street northampton MA 01061 general contractor 13206753 e & r laundry inc 80 Ross Ave manchester NH 03103 laundry service 240868 Scapes Builders & Excavation LLC 110 N Hillside Road South Deerfield MA 01373 General Contractor 217846 Sonam Stone Walls & Art LLC 261 Greenfield Rd South Deerfield MA 01373 Custom Stonework 166350 Palmeri Electric LLC 679C Mohawk Trail Shelburne Falls MA 01370 Electrical 161704 9 81045 9460086 329479 9541131 tuition and fees 611710 13604133 13604133 other fees 611710 36105 36105 application fees 611710 23095 23095 13663333 629803 194192 435611 9483462 6002737 653489 3480725 -653489 2827236 2827236 13067 81045 13237 -170 -170 91028 63920 27108 27108 auxiliary activities 611710 153684 153684 153684 26842125 13844125 194192 3262677 2073053 2073053 957419 134283 725554 97582 266500 166500 100000 6591562 5620339 698472 272751 457868 394852 41839 21177 565243 498896 42879 23468 524734 416949 80911 26874 177757 177757 52803 52803 25600 25600 443269 443269 153692 52552 101140 13278 1549 11729 499600 185408 173020 141172 282900 173163 59628 50109 1609869 1287896 321973 199224 77914 15015 106295 83640 60289 9344 14007 231712 185370 46342 2585805 2068644 517161 360372 84445 275927 dining hall 795710 795710 academic and res. life 333606 333606 equip rental and maint. 188240 149860 27551 10829 DEVELOPMENT EXPENSES 165114 165114 396120 195909 200211 20034690 14957187 4022525 1054978 10844581 6955916 3878324 7541545 978050 728050 368 25294 167213 148407 98227 42565 105819541 30957030 63389536 74862511 13668563 19113855 58497373 64981751 13079106 3634116 164601341 178034010 1754496 1032443 7334194 8111669 22559796 21634282 31648486 30778394 X 63988201 70794869 33557885 40673935 35406769 35786812 132952855 147255616 164601341 178034010 6807435 7495326 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72118907 808656 10417468 2950000 80395031 76237606 615851 -1784550 2950000 72118907 76398809 805999 1932798 2900000 76237606 69147764 718204 9332841 2800000 76398809 64570987 510682 6866095 2800000 69147764 0.06500 0.44500 0.49000 0 0 2619369 2619369 91270776 25236198 66034578 4523428 1879211 2644217 7405968 3841621 3564347 74862511 global equities 13394347 F foreign equities 14550956 F hedge funds 19708479 F Private Equity Funds 14504669 F Real assets 2823300 F 64981751 X 31834366 7495326 13237 7508563 24325803 443269 2073053 2516322 26842125 17531605 13237 13237 17518368 443269 2073053 2516322 20034690 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 federalinformation returns prior to fiscal year 2014 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 13,237. Part XI, Line 4b - Other Adjustments: financial aid 2,073,053. Part XII, Line 2d - Other Adjustments: fundraising expenses 13,237. Part XII, Line 4b - Other Adjustments: FINANCIAL AID 2,073,053. 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, 0 1 fundraising 20875 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTED ASSETS WHICH ARE PART OF THE SCHOOL'S ENDOWMENT PORTFOLIO 12498018 0 1 0 0 0 1 12518893 0 12518893 1 0 0 0 1 0 Part I, line 3: expenditures are accounted for using the accrual basis of accounting. X X X 1 AMERICAN PHILANTHROPIC LLC 18 n church street 2 west chester PA 19380 consulting services 0 0 25600 -25600 25600 -25600 MA country fair 94112 81045 13067 13237 94112 81045 13067 13237 13237 -170 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 2009428 fmv financial assistance financial aid to students - summer sessions 13 63625 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 304983 0 0 0 87994 0 31250 0 55949 0 480176 0 0 0 Karl Koeigsbauer Placement Director, Treasurer 108563 0 1250 0 0 0 13380 0 34468 0 157661 0 0 0 Theodore Low Admissions Director, Treasurer 104262 0 250 0 0 0 13020 0 36860 0 154392 0 0 0 Eric Malloy CFO, Secretary 168348 0 2500 0 0 0 22830 0 27662 0 221340 0 0 0 PAUL CYR-MUTTY ASSISTANT HEADMASTER 113557 0 500 0 0 0 13980 0 32788 0 160825 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 21186322 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 79500 compensation for services provided as a faculty member of the school; latin 0 RACHAEL BLAIN Spouse of the Headmaster 87000 compensation for services provided as a Faculty Member of the School; Engli 0 Barbara Low spouse of an assistant treasurer of the school 59250 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 61250 compensation for services provided as a Faculty Member of the School; Math 0 karl a koenigsbauer child of officer 54250 compensation for services provided to the school as a teacher of history and electives, coach, advisor, and dormitory houseparent. 0 RUTH KOENIGSBAUER relative of officer by marriage 39250 COMPENSATION FOR SERVICES PROVIDED TO THE SCHOOL AS A TEACHER OF ENGLISH 0 O STUART CHASE FATHER OF HEADMASTER 100000 COMPENSATION FOR SERVICES PROVIDED to the school as development coordinator. 0 ALLYSE CHASE Daughter of Headmaster 33500 compensation for services provided to school as a science teacher. 0 X 19 316412 fair value X donated auction items 123 13067 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 DURING THE TAX YEAR, THE BOARD OF TRUSTEES INCLUDED EIGHT INDIVIDUALS CONSTITUTING 4 MARRIED COUPLES. 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.