2013-03-27T14:17:59-07:00 2012-06-30 O'CONNELL PACE & COMPANY PC 609 FARMINGTON AVENUE SUITE 201 HARTFORD CT 06105 990 2011-07-01 042108341 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLE 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 ERIC MALLOY 4137747411 2013-03-27 true ALBERT CELENTANO 8602473917 2011 2016-02-25 16:41:14Z ERIC MALLOY 271 PINE NOOK ROAD DEERFIELD MA 01342 28642377 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. 41 37 205 50 18271 -12753 4688835 3362832 10878681 11482575 8776206 2983534 249391 197091 24593113 18026032 1774730 1557412 0 7774818 8093762 0 1064607 6758045 6919729 16307593 16570903 8285520 1455129 122973199 119768038 18791423 19531396 104181776 100236642 Eaglebrook School is a school for boys in grades six through nine. The School's role false false 12301581 1557412 11482575 TO PROVIDE QUALITY EDUCATION AND PROMOTE PHYSICAL EDUCATION TO STUDENTS IN GRADES 6-9. THE SCHOOL PROVIDES FINANCIAL ASSISTANCE BASED ON NEED. 12301581 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 37 0 true 205 true true true false false false false false false false false false false false false X 41 37 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 X 235707 0 47628 ERIC MALLOY 50.00 X X 130310 0 30110 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 98581 0 30875 THEODORE LOW 40.00 X 91269 0 32679 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 2.00 X 0 0 0 DARYL G BYRD 2 X CHARLES CAHN 2 X EVERETT R COOK 2 X LAWRENCE CREEL 2 X THOMPSON DEAN 2 X ROBERT S EVANS 2 X NINA FIALKOW 2 X FREDERICK L FRIEDMAN 2 X PIA GETTY 2 X JAMES B GUBELMANM 2 X PETER KEND 2 X 650928 173021 2 false true false DA SULLIVAN 82-84 NORTH STREET NORTHAMPTON MA 01061 General Contractor 382329 WINDIGO ARCHITECTURE LLC 914 MOUNT KEMBLE AVENUE 2 MORRISTOWN NJ 07960 Architectural Services 269238 E&R LAUNDRY INC 55 CENTRAL STREET MANCHESTER NH 03101 Laundry Service 200946 THE BERKSHIRE DESIGN GROUP INC 4 ALLEN PLACE NORTHAMPTON MA 01060 Landscape Architectural Services 163514 LINDGREN & SHARPLES PC 435 COTTAGE STREET SPRINGFIELD MA 01104 MEP Services 127608 6 3362832 231078 3362832 Tuition & Fees 900099 11482575 11482575 1120901 4967 1115934 12396101 10533468 1862633 1862633 1862633 181811 82877 98934 98934 Auxillary Activities 721210 13304 13304 Other Activities 900099 84853 84853 98157 18026032 11666362 18271 2978567 1557412 1557412 691400 691400 0 0 6010092 4555741 1066031 388320 1392270 1085882 205740 100648 730718 561837 122259 46622 573513 573513 0 0 1556267 1220432 234562 101273 Dining Hall 571793 571793 0 0 Instructional & Student Services 735682 735682 0 0 Plant Operations & Maintenance 953690 747889 143741 62060 General & Administrative 1432382 0 1432382 0 365684 0 0 365684 16570903 12301581 3204715 1064607 7885975 17439051 5365626 2078228 428121 372462 82616 84850 78421 44909 63533294 24437947 39543130 39095347 7391681 7116796 61930160 53282603 267469 253792 122973199 119768038 392788 872817 4070283 4462720 13000000 12500000 1328352 1695859 18791423 19531396 X 33142747 33327386 51893464 47904259 19145565 19004997 104181776 100236642 122973199 119768038 1455129 -5400263 X false true true X false X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68697372 518216 -1835855 2808746 64570987 61506811 973343 8917218 2700000 68697372 56118588 1531056 6507167 2650000 61506811 0.02890 0.29430 0.67680 false false 2512138 2512138 52675886 18284962 34390924 3631622 3034498 597124 4713648 3118487 1595161 39095347 Hedge Funds 37740237 F Equity 12016901 F Real Assets 3525465 F 53282603 Obligation under interest rate swap 1695859 1695859 18026032 16570903 1455129 -4867374 -532889 -5400263 -3945134 12625769 -4867374 -4867374 17493143 532889 532889 18026032 16570903 16570903 16570903 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. Pt X Uncertain Tax Provisions: The Organization adopted the provisions of Accounting For Pt X UNCERTAINTY IN INCOME TAXES. THE STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION OF TAX BENEFITS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE STANDARD ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, DERECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES, AND DISCLOSURE. THE ADOPTION OF THIS STANDARD DID NOT HAVE AN IMPACT ON THE O 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 28939 0 0 0 0 28939 28939 Financial Aid To Students Europe 1 42100 N/A 42100 Financial Aid FMV false false false false false false Pt I Line 2 Headmaster traveled to Asia to meet with potential donors to raise money. true Financial Aid To Students 58 1557412 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 $1,557,412 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 235707 30846 16782 283335 ERIC MALLOY 130310 10400 19710 160420 Pt I Line 4b The School's Headmaster participates in a Section 457(b) plan, which is a nonqualified tax advantaged deferred-compensation retirement plan. Andrew Chase is the only person on the plan and the amount contributed is $10,300. MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583RML6 2007-05-31 15000000 Rehabilitation of Dormitories false false false 12500000 253792 2007 false false true true false false false false 0.00000 0.00000 0.00000 true false true true BANK OF AMERICA NA 0.04830000 false false false false false POUSCHINE COOK CAPITAL PARTNERS II LP See Part V 195485 Investment in limited partnership false Part IV Line (1) Trustee of organization is the investor/owner of general partner of interested person X 32 231078 Cost false false false Pt VI, Line 2 The Development Coordinator is the Headmaster's Father. Pt VI, Line 2 Two of the board members are husband and wife. Pt VI, Line 11a The Board of Trustees are notified once the Form 990 Pt VI, Line 11a is completed and it is reviewed by the Audit Committee. Pt VI, Line 11a After the 990 has been reviewed and Pt VI, Line 11a approved by the Audit Committee, the return Pt VI, Line 11a 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 15 The Executive Committee determines the salaries of the Headmaster Pt VI, Line 15 and Officers by doing a comparison of salaries with Pt VI, Line 15 data collected from peer institutions. Reasonable and Pt VI, Line 15 competitive salaries 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 365684. 0. 0. 365684.