2012-05-15T07:19:46-07:00 2011-06-30 O'CONNELL PACE & COMPANY PC 609 FARMINGTON AVENUE SUITE 201 HARTFORD CT 06105 990 2010-07-01 042108341 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLE 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 ERIC MALLOY 4137747411 2012-05-15 ALBERT CELENTANO 8602473917 2010 2016-02-24 21:20:13Z ERIC MALLOY 271 PINE NOOK ROAD DEERFIELD MA 01342 34769370 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. 37 36 202 50 9414 -24701 7021283 4688835 10596917 10878681 2443293 8776206 299569 249391 20361062 24593113 1475894 1774730 0 7660776 7774818 0 1088476 5998701 6758045 15135371 16307593 5225691 8285520 114674981 122973199 19436513 18791423 95238468 104181776 Eaglebrook School is a school for boys in grades six through nine. The School's role false false 12449543 1774730 10878681 TO PROVIDE QUALITY EDUCATION AND PROMOTE PHYSICAL EDUCATION TO STUDENTS IN GRADES 6-9. THE SCHOOL PROVIDES FINANCIAL ASSISTANCE BASED ON NEED. 12449543 true true false false false false false false true true true false false true true true false true false false false true false false false false false true true true false false false false false false false false false false false false false false false false false false false true 30 0 true 202 true true true true CA CJ UK false false false false false false false false false false false X 37 36 true 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 212280 0 53378 ERIC MALLOY 50.00 X X 115809 0 26200 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 LIBBY ALEXANDER 2.00 X 0 0 0 DR ROBERT ARNOT 2.00 X 0 0 0 STEPHEN W BARTLET 2.00 X 0 0 0 EDUARD BEIT 2.00 X 0 0 0 KATHLEEN BEIT 2.00 X 0 0 0 MORTIMER BERKOWITZ 2.00 X 0 0 0 O STUART CHASE 40.00 X 94241 0 12425 DARYL G BYRD 2.00 X 0 0 0 CHARLES CAHN 2.00 X 0 0 0 EVERETT R COOK 2.00 X 0 0 0 LAWRENCE CREEL 2.00 X 0 0 0 THOMPSON DEAN 2.00 X 0 0 0 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 MARK MASHBURN 2 X PETER MCKILLOP 2 X PRESCOTT MILLER 2 X MICHAEL MINTER 2 X FRANK NELSON 2 X TROUP PARKINSON 2 X 422330 92003 2 false true false DA SULLIVAN 82-84 NORTH STREET NORTHAMPTON MA 01061 General Contractor 2191005 E&R LAUNDRY SERVICE 55 CENTRAL STREET MANCHESTER NH 03101 Laundry Service 211449 S&J JAMROG 481 LONG PLAIN ROAD LEVERETT MA 01054 HVAC, Mechanical Services 115715 WINDIGO ARCHITECTURE LLC 914 KEMBLE AVENUE MORRISTOWN NJ 07960 Architecture Services 109105 4 4688835 4688835 Tuition & Fees 900099 10878681 10878681 950705 -10131 960836 17988811 10163310 7825501 7825501 7825501 40497 12947 27550 27550 Auxillary Activities 721210 19545 19545 Other Activities 900099 202296 202296 221841 24593113 11108527 9414 8786337 1774730 1774730 350200 350200 0 0 6026570 4629917 977935 418718 1398048 1080752 220872 96424 709782 556615 106979 46188 604637 604637 0 0 1820452 1427607 274381 118464 Dining Hall 744479 744479 0 0 Instructional & Student Services 773065 773065 0 0 Plant Operations & Maintenance 647204 507541 97547 42116 General & Administrative 1091860 0 1091860 0 Alumni & Development 366566 0 0 366566 16307593 12449543 2769574 1088476 6931177 7885975 5741939 5365626 406438 428121 88303 82616 134001 78421 63830382 24287252 38580324 39543130 6130547 7391681 56381107 61930160 281145 267469 114674981 122973199 609195 392788 3973862 4070283 13500000 13000000 1353456 1328352 19436513 18791423 X 31576966 33142747 44348413 51893464 19313089 19145565 95238468 104181776 114674981 122973199 8285520 657788 X false true true X false X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61506811 973343 8917218 2700000 68697372 56118588 1531056 6507167 2650000 61506811 65655970 3467500 -10284882 2720000 56118588 0.06620 0.27470 0.65910 false false 2512138 2512138 52552439 17093729 35458710 3605934 2889715 716219 5159871 4303808 856063 39543130 Hedge Funds 46584841 F Equity 12552300 F Real Assets 2793019 F 61930160 Obligation under interest rate swap 1328352 1328352 24593113 16307593 8285520 1103918 -446130 657788 8943308 25263848 1103918 12947 1116865 24146983 446130 446130 24593113 16320540 12947 12947 16307593 16307593 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 Pt XII Line 2d Cost of Goods Sold-School Store - Total = $12,947 Pt XIII Line 2d Cost of Goods Sold-School Store - Total = $12,947 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. Financial Aid To Students Europe 1 N/A 40000 Financial Aid FMV false false false false false false true Financial Aid To Students 68 1774730 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 $1,774,730 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 false false false false false false false false ANDREW CHASE 212280 10150 43228 265658 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583RML6 2007-05-31 15000000 Rehabilitation of Dormitories false false false 13000000 13000000 208676 2007 false false true true false false false false true 0.00000 0.00000 0.00000 true false true true BANK OF AMERICA NA 0.05830000 false false false false false Pt VI-A, Line 2 The Development Coordinator is the Headmaster's Father. Pt VI-A, Line 2 Two of the board members are husband and wife. Pt VI-B, Line 11a The Board of Trustees are notified once the Form 990 Pt VI-B, Line 11a is completed and it is reviewed by the Audit Committee. Pt VI-B, Line 11a After the 990 has been reviewed and Pt VI-B, Line 11a approved by the Audit Committee , the return Pt VI-B, Line 11a is submiteed to the IRS. Pt VI-B, Line 12c The School's Business Office follows up by collecting Pt VI-B, Line 12c annual acknowledgements by Trustees that they have Pt VI-B, Line 12c received and understand the conflict of interest Pt VI-B, Line 12c policy. Pt VI-B, Line 15 The Executive Committee determines the salaries of the Headmaster Pt VI-B, Line 15 and Officers by doing a comparison of salaries with Pt VI-B, Line 15 data collected from peer institutions. Reasonable and Pt VI-B, Line 15 competitive salaries are based on the data collected. Pt VI-C, Line 19 All documents are available upon request and are on file Pt VI-C, Line 19 in the business office of the School.