2014-05-09T06:47:27-07:00 2013-06-30 O'CONNELL PACE & COMPANY PC 609 FARMINGTON AVE STE 201 HARTFORD CT 06105 990 2012-07-01 042108341 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLE 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 ERIC MALLOY 4137747411 2014-05-09 true ALBERT CELENTANO 8602473917 2012 2015-11-30 17:44:51Z ERIC MALLOY 271 PINE NOOK ROAD DEERFIELD MA 01342 56327235 false X www.eaglebrook.org X 1937 MA Eaglebrook School is a school for boys in grades six thru nine. The School's role is to help each boy come into 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 thoughfulness and humanity. 42 38 205 50 17395 -16034 3362832 9336032 11482575 11970888 2983534 5176977 197091 245919 18026032 26729816 1557412 1731972 0 8093762 8328218 0 1073322 6919729 7038071 16570903 17098261 1455129 9631555 119768038 133310287 19531396 20694742 100236642 112615545 Eaglebrook School is a school for boys in grades six thru nine. The School's role false false 13239921 1731972 12201445 TO PROVIDE QUALITY EDUCATION AND PROMOTE PHYSICAL EDUCATION TO STUDENTS IN GRADES 6-9. THE SCHOOL PROVIDES FINANCIAL ASSISTANCE BASED ON NEED. 13239921 true true false false false false false false false true true true false false true true true false true false true false true false false false false false true true true false false false false false false false false false true true false false false false false false false false true 38 0 true 205 true true true false false false false false false false false false false false false X 42 38 false false false false false false false true true false false true true true true true true true true false MA X ERIC MALLOY 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 ANDREW CHASE 60.00 X 250431 0 49360 ERIC MALLOY 50.00 X 141464 0 31189 PAUL CYR-MUTTY 40.00 X 101555 0 30459 DSCOTT WISE 5.00 X X 0 0 0 MICHAEL FALCONE 5.00 X X 0 0 0 WILLIAM GUTFARB 5.00 X X 0 0 0 KARL J KOENIGSBAUER 40.00 X X 113530 0 34416 THEODORE LOW 40.00 X X 94216 0 33788 HARSHA AGADI 2.00 X 0 0 0 LIBBY ALEXANDER 2.00 X 0 0 0 DR ROBERT ARNOT 2.00 X 0 0 0 STEPHEN W BARTLETT 2.00 X 0 0 0 KATHLEEN BEIT 2.00 X 0 0 0 MORTIMER BERKOWITZ 2.00 X 0 0 0 DOUGLAS BRAFF 2 X DARYL G BYRD 2 X CHARLES CAHN 2 X EVERETT COOK 2 X LAWRENCE CREEL 2 X THOMPSON DEAN 2 X NINA FIALKOW 2 X FREDERICK L FRIEDMAN 2 X JAMES B GUBELMANN 2 X CHRISTOPHER HOHLSTEIN 2 X KATHLEEN HOHLSTEIN 2 X 797461 210753 4 false true false DA SULLIVAN 82-84 NORTH STREET NORTHAMPTON MA 01061 General Contractor 3867870 WINDIGO ARCHITECTURE LLC 914 MOUNT KEMBLE AVENUE 2 MORRISTOWN NJ 07960 Architectural Services 345575 LINDGREN & SHARPLES PC 435 COTTAGE STREET SPRINGFIELD MA 01104 MEP Services 217427 E&R LAUNDRY INC 55 CENTRAL STREET MANCHESTER NH 03101 Laundry Service 208842 THE BERKSHIRE DESIGN GROUP INKSHIC 4 ALLEN PLACE NORTHAMPTON MA 01060 Landscape Architectural Services 137777 6 9336032 637649 9336032 Tuition & Fees 900099 11970888 11970888 1446897 2033 1444864 33247996 29517916 3730080 3730080 3730080 155508 79503 76005 76005 Auxillary Activities 721210 15362 15362 Other Activities 900099 154552 154552 169914 26729816 12201445 17395 5174944 1661272 1661272 70700 70700 1348576 1348576 0 0 5548246 4072035 1088409 387802 1431396 1128909 210599 91888 775422 609449 122372 43601 553440 553440 0 0 1647546 1294902 260004 92640 Dining Hall 709174 709174 0 0 Instructional & Student Services 913921 913921 0 0 Plant Operations & Maintenance 1116527 877543 176203 62781 General & Administrative 927431 0 927431 0 394610 0 0 394610 17098261 13239921 2785018 1073322 17439051 18898839 2078228 5669180 372462 169577 84850 129449 44909 38500 69381115 25845253 39095347 43535862 7116796 10804129 53282603 53824635 253792 240116 119768038 133310287 872817 1363297 4462720 6017801 12500000 12000000 1695859 1313644 19531396 20694742 X 33327386 37903829 47904259 55562182 19004997 19149534 100236642 112615545 119768038 133310287 9631555 3173276 -425928 X false true X true false X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64570987 510682 6866095 2800000 69147764 68697372 518216 -1835855 2808746 64570987 61506811 973343 8917218 2700000 68697372 56118588 1531056 6507167 2650000 61506811 65655970 3467500 -10284882 2720000 56118588 0.03460 0.27690 0.68850 false false 2512138 2512138 54921290 19522064 35399226 3710569 3165479 545090 8237118 3157710 5079408 43535862 Hedge Funds 36719517 F Equity 12300417 F Real Assets 4804701 F 53824635 Obligation under interest rate swap 1313644 1313644 29477162 3173274 3173274 26303888 425928 425928 26729816 17098261 17098261 17098261 Pt V Line 4 The School invests it's endowment funds to generate income and long term growth. The income of which is utilized in accordance with donor stipulations, if any, and support of the School's exempt activities. The appreciation is utilized in accordance with the School's spending policy. true true true true true true true false false false false false false false false false false true Line 3 A STATEMENT OF NONDISCRIMINATION WAS INCLUDED IN THE REGISTRATION FORM AND OTHER PROMOTIONAL MATERIAL. true East Asia and Pacific 0 0 Fundraising 19549 0 0 0 0 19549 19549 Financial Aid To Students North America 2 N/A 70700 Financial Aid FMV true false false false true false Pt I Line 2 Headmaster traveled to Asia to meet with potential donors to raise money. true Financial Aid To Students 58 1661272 FMV Financial Aid Pt I Line 2 Students who qualify for admission to Eaglebrook School and whose families Pt I Line 2 can demonstrate financial need may qualify for financial assistance. Pt I Line 2 Financial assistance totaling $1,731,972 was awarded to a large number of Pt I Line 2 students on a partial to full scholarship basis, depending on need. X true true X X X X X false true false false false false false false false ANDREW CHASE 250431 32556 16804 299791 ERIC MALLOY 141464 11317 19872 172653 Pt I Line 4b The School's Headmaster and two maintenance directors participate in a Section 457(b) plan, which is a nonqualified tax advantage deferred-compensation retirement plan. The amounts contributed are as follows: Andrew Chase, Headmaster $15,277 Robert Spencer, Maintenance Director $17,000 Wesley Smith, Maintenance Director $212 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583RML6 2007-05-31 15000000 Rehabilitation of Dormitories false false false A 12000000 240116 2007 false false true true A false false false false 0.00000 0.00000 0.00000 false false true A false false false false true true BANK OF AMERICA NA 0.03830000 false false false false true A true POUSCHINE COOK CAPITAL PARTNERS II LP See Part V 261509 Investment in limited partnership false Part IV Line (1) Trustee of organization is the investor/owner of general partner of interested person X 39 632649 Cost X Carpeting 1 5000 Cost false false false Pt VI, Line 2 The Development Coordinator is the Headmaster's Father. Pt VI, Line 2 Two couples on the board are husband and wife. Pt VI, Line 11b The Board of Trustees are notified once the Form 990 Pt VI, Line 11b is completed and it is reviewed by the Audit Committee. Pt VI, Line 11b After the 990 has been reviewed and Pt VI, Line 11b approved by the Audit Committee, the return Pt VI, Line 11b is submiteed to the IRS. Pt VI, Line 12c The School's Business Office follows up by collecting Pt VI, Line 12c annual acknowledgements by Trustees that they have Pt VI, Line 12c received and understand the conflict of interest Pt VI, Line 12c policy. Pt VI, Line 15a The Executive Committee determines the salaries of the Headmaster Pt VI, Line 15a by doing a comparison of salaries with data collected Pt VI, Line 15a from peer institutions. Reasonable and competitive salaries Pt VI, Line 15a are based on the data collected. Pt VI, Line 15b The Executive Committee determines the salaries of the other officers Pt VI, Line 15b by doing a comparison of salaries with data collected Pt VI, Line 15b from peer institutions. Reasonable and competitive salaries Pt VI, Line 15b are based on the data collected. Pt VI, Line 19 All documents are available upon request and are on file Pt VI, Line 19 in the business office of the School. Form 990, Part IX, Line 24f ALUMNI & DEVELOPMENT 394610. 0. 0. 394610.