2026-05-15T09:57:03-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-07-01 042108341 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLE 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 ERIC M MALLOY CHIEF FINANCIAL OFFICER 4137747411 2026-05-14 1 1 JOHN TOSCANO P00358542 8605614000 2026-05-14 2024 2025-03-06 01:10:19Z EAGLEBROOK SCHOOL ANDREW C CHASE 271 PINE NOOK ROAD DEERFIELD MA 01342 56444631 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. 35 35 241 38 310870 0 12463303 14475303 18805084 20235106 6173769 4581889 205976 172179 37648132 39464477 2747801 2717164 0 0 13384105 14404875 0 0 1269979 12017889 12013064 28149795 29135103 9498337 10329374 246461324 269963414 24092681 26336406 222368643 243627008 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. 0 0 22378248 2717164 20423063 THE DELIVERY OF A QUALITY EDUCATION AND THE PROMOTION OF PHYSICAL EDUCATION TO APPROXIMATELY 255 BOARDING AND DAY STUDENTS AND 60 SUMMER SESSION STUDENTS IN GRADES 6 THROUGH 9. 22378248 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 1 41 0 1 241 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X ERIC MALLOY 4137747411 271 PINE NOOK ROAD DEERFIELD MA 01342 JON GRENZKE BOARD PRESIDENT 2.00 X X 0 0 0 DOUGLAS BRAFF BOARD VICE PRESIDENT 2.00 X X 0 0 0 REGINA ROCKEFELLER BOARD TREASURER 2.00 X X 0 0 0 STEPHEN BARTLETT 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 ALEX CHA TRUSTEE 2.00 X 0 0 0 FROST COCHRAN TRUSTEE 2.00 X 0 0 0 JARED DERMOT TRUSTEE 2.00 X 0 0 0 KATHY ELKINS TRUSTEE (UNTIL 4/25) 2.00 X 0 0 0 FREDERICK FRIEDMAN TRUSTEE 2.00 X 0 0 0 STACEY HILDEBRANDT TRUSTEE 2.00 X 0 0 0 CHRIS JAROCH TRUSTEE 2.00 X 0 0 0 PAIGE JERNIGAN TRUSTEE (UNTIL 10/24) 2.00 X 0 0 0 CHRISTOPHER KEBER TRUSTEE 2.00 X 0 0 0 CHRISTOPHER LANNING TRUSTEE 2.00 X 0 0 0 PATRICK MAHONEY 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 JON MURCHINSON TRUSTEE 2.00 X 0 0 0 JAMES NEARY TRUSTEE 2.00 X 0 0 0 FRANK NELSON TRUSTEE 2.00 X 0 0 0 SALVADORE NEME TRUSTEE 2.00 X 0 0 0 TROUP PARKINSON TRUSTEE 2.00 X 0 0 0 GREGG RENFREW TRUSTEE 2.00 X 0 0 0 STEVEN ROCKWELL TRUSTEE 2.00 X 0 0 0 NED ROSENMAN 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 SHA SHA TRUSTEE 2.00 X 0 0 0 DAVID SPECTOR TRUSTEE 2.00 X 0 0 0 DR ERIC TAYLOR TRUSTEE 2.00 X 0 0 0 JUDSON TRAPHAGEN TRUSTEE 2.00 X 0 0 0 WENDY VAN EPPS TRUSTEE 2.00 X 0 0 0 LUCAS VAN PRAAG TRUSTEE 2.00 X 0 0 0 MARK WATSON TRUSTEE 2.00 X 0 0 0 KEVIN WENDLE TRUSTEE 2.00 X 0 0 0 ANDREW CHASE HEAD OF SCHOOL, CEO 50.00 X 436470 0 97433 ERIC MALLOY CFO, SECRETARY 50.00 X 286330 0 77203 WESLEY SMITH DIRECTOR OF PHYSICAL PLANT & PROJECT 40.00 X 178734 0 52372 SHAPLEIGH LAPOINTE ASSISTANT HEAD OF SCHOOL AND DEAN OF 40.00 X 131465 0 28086 SCHUYLER BOGEL DIRECTOR OF ADVANCEMENT 40.00 X 137663 0 31152 DAVID GAGNON DIRECTOR OF HUMAN RESOURCES 40.00 X 126896 0 21072 PAUL CYR-MUTTY MASTER TEACHER 40.00 X 124826 0 20456 1422384 0 327774 12 0 1 0 DA SULLIVAN & SONS INC 82-84 NORTH STREET NORTHAMPTON MA 01060 GENERAL CONTRACTING 13175006 SCAPES BUILDERS & EXCAVATION LLC 110 N HILLSIDE ROAD SOUTH DEERFIELD MA 01373 GENERAL CONTRACTING 859377 PALMERI ELECTRIC LLC 679 MOHAWK TRAIL SHELBURNE FALLS MA 01370 ELECTRICAL SERVICES 562846 WINDIGO ARCHITECTURE LLC 914 MT KEMBLE AVE 2 MORRISTOWN NJ 07960 ARCHITECTURE SERVICES 400425 JAMROG HVAC INC 481 LONG PLAIN ROAD LEVERETT MA 01054 HVAC 359572 5 27650 14447653 928142 14475303 TUITION & FEES 611110 20072975 20072975 OTHER FEES 611110 143700 143700 APPLICATION FEES 611110 18431 18431 20235106 2334689 310870 2023819 19200806 16953606 2247200 2247200 2247200 10770 27650 26548 -15778 -15778 AUXILIARY REVENUES 611110 187957 187957 187957 39464477 20423063 310870 4255241 59900 59900 2657264 2657264 834443 290993 387789 155661 235919 138680 97239 10118495 8259216 1492185 367094 646218 526374 112484 7360 1788293 1670118 92211 25964 781507 622809 122800 35898 186522 186522 67975 67975 909698 909698 137788 137788 815 815 784607 274422 210451 299734 339740 241765 97556 419 3238373 2590698 647675 209621 91614 16892 101115 228551 182841 45710 2999570 2399656 599914 537429 429943 107486 DINING HALL 1070118 1070118 ACADEMIC AND RESIDENTIA 666283 666283 DEPARTMENTAL EXPENSES 391400 205554 153686 32160 ADVANCEMENT EVENTS 244574 244574 29135103 22378248 5486876 1269979 5869074 4180495 36668329 13875104 3220 124326 379990 136244049 51192510 70179671 85051539 44426131 76149516 88106517 89075395 1087276 1248155 246461324 269963414 2120053 4226921 10053400 10018002 10831952 10843328 1087276 1248155 24092681 26336406 X 121821573 134439749 100547070 109187259 222368643 243627008 246461324 269963414 10329374 10928991 0 X X 0 1 X 1 0 X 8914290 12026051 13309586 12463303 14475303 61188533 8914290 12026051 13309586 12463303 14475303 61188533 20898312 40290221 1154753 1535511 1417840 1661436 2023819 7793359 390722 1584354 310870 2285946 13580 10770 24350 71292188 88838559 0.56510 0.58500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS REVENUE - 2023 AMOUNT: $ 13,580. 2024 AMOUNT: $ 10,770. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132196585 406725 13013390 512191 3837809 141266700 125066619 2285093 8994873 486146 3663854 132196585 122264073 4473205 2379341 486358 3563642 125066619 140419913 1706505 -15912345 3950000 122264073 101292304 1982431 40595178 3450000 140419913 0.24440 0.75560 0.00000 0 0 3868646 3868646 101691315 46584975 55106340 5134950 3859029 1275921 25549138 748506 24800632 85051539 GLOBAL EQUITY 2788950 F DOMESTIC EQUITY 4263003 F FOREIGN EQUITY 4939428 F PRIVATE REAL ASSETS 3032983 F FLEXIBLE CAPITAL 22126866 F PRIVATE EQUITY FUNDS 51924165 F 89075395 DEFERRED COMPENSATION 1248155 1248155 46853054 10928991 -2657264 8271727 38581327 909698 -26548 883150 39464477 25594689 26548 26548 25568141 909698 2657264 3566962 29135103 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 XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -2,657,264. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -26,548. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 26,548. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,657,264. 1 1 0 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. THE POLICY IS ALSO POSTED ON THE SCHOOL'S "ABOUT US" SECTION OF ITS WEBSITE. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 13245384 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 1256516 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 64171 0 0 0 0 0 0 14566071 0 14566071 1 0 0 1 1 0 PART I, LINE 2: THE HEAD OF SCHOOL FUNDRAISES IN ASIA EVERY YEAR. THE SCHOOL RECEIVES GIFTS FROM THE HONG KONG TRUST EVERY YEAR. PART I, LINE 3: EXPENSES ARE ACCOUNTED FOR USING THE ACCRUAL BASIS OF ACCOUNTING. SCHEDULE F, PART I, LINE 3 (D): INVESTMENTS INCLUDED IN THIS SECTION RELATE TO INVESTMENT HOLDINGS INCLUDED IN THE SCHOOL'S ENDOWMENT PORTFOLIO. GOLF EVENT 38420 27650 10770 26548 38420 27650 10770 26548 26548 -15778 1 DEERFIELD FIRE DISTRICT PO BOX 168 DEERFIELD MA 01342 501(C)(4) 5900 0 N/A N/A ANNUAL GIFT FRANKLIN LAND TRUST PO BOX 450 SHELBURNE FALLS MA 01370 222744488 501(C)(3) 5500 0 N/A N/A ANNUAL GIFT TOWN OF DEERFIELD 8 CONWAY STREET SOUTH DEERFIELD MA 01373 GOV'T 33500 0 N/A N/A ANNUAL GIFT 3 0 FINANCIAL AID TO STUDENTS - REGULAR TUITION AND FEES 54 0 2539739 FMV FINANCIAL ASSISTANCE FINANCIAL AID TO STUDENTS - SUMMER SESSIONS 15 0 117525 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 0 0 0 0 0 0 0 1 0 ANDREW CHASE HEAD OF SCHOOL, CEO 436470 0 0 0 0 0 49423 0 48010 0 533903 0 0 0 ERIC MALLOY CFO, SECRETARY 286330 0 0 0 0 0 37223 0 39980 0 363533 0 0 0 WESLEY SMITH DIRECTOR OF PHYSICAL PLANT & PROJECT 166092 0 12642 0 0 0 21592 0 30780 0 231106 0 0 0 SCHUYLER BOGEL DIRECTOR OF ADVANCEMENT 137663 0 0 0 0 0 12000 0 19152 0 168815 0 0 0 SHAPLEIGH LAPOINTE ASSISTANT HEAD OF SCHOOL AND DEAN OF 131465 0 0 0 0 0 10571 0 17515 0 159551 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 EXPENSES. THESE RESIDENCES ARE READILY AVAILABLE AND USED FOR SCHOOL-RELATED ORDINARY AND NECESSARY BUSINESS FUNCTIONS ON A REGULAR AND CONTINUING BASIS. FOR THE YEAR ENDED JUNE 30, 2025, THE HEAD OF SCHOOL, CFO, DIRECTOR OF PHYSICAL PLANT AND DIRECTOR OF ADMISSIONS RECEIVED CAMPUS HOUSING AS NONTAXABLE BENEFITS. PART I, LINE 7 THE DIRECTOR OF PHYSICAL PLANT RECEIVED A DISCRETIONARY BONUS AS APPROVED BY THE HEAD OF SCHOOL. A MASSACHUSETTS DEVELOPMENT FINANCE AUTHORITY 043431814 2013-08-30 43197300 REDEMPTION OF SERIES 2007 BONDS, CONSTRUCTION AND RELATED COSTS 0 0 0 A 32147300 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 THE SANDRI COMPANIES TRUSTEE IS SPOUSE OF CEO 117590 COMPENSATION FOR SERVICES PROVIDED 0 RACHEL BLAIN SPOUSE OF THE HEAD OF SCHOOL 138680 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL; ENGLISH 0 EDMONIA CHASE MOTHER OF THE HEAD OF SCHOOL 97239 COMPENSATION FOR SERVICES PROVIDED AS A FACULTY MEMBER OF THE SCHOOL'S HISTORIAN 0 X 20 928142 FAIR VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART IV, LINE 7: IN MAY 2023 THE SCHOOL PURCHASED APPROXIMATELY 119 ACRES OF LAND OF WHICH 114.05 ACRES ARE SUBJECT TO AN AGRICULTURAL PRESERVATION RESTRICTION (APR) BY THE COMMONWEALTH OF MASSACHUSETTS. THE APR IS IN PERPETUITY AND ALLOWS ONLY AGRICULTURAL AND WOODLAND ACTIVITIES ON THE PROPERTY. THE APR WAS GRANTED IN 1995. PART OF THE APR INCLUDES AN OPTION TO PURCHASE AT AGRICULTURAL VALUE (OPAV) BY THE MASSACHUSETTS DEPARTMENT OF AGRICULTURAL RESOURCES (MDAR). THE OPTION IS CONSIDERED A RESTRICTION THAT RUNS WITH THE LAND AND IS BINDING ON THE PROPERTY. FORM 990, PART VI, SECTION A, LINE 1A PURSUANT TO SECTION 6.1 OF EAGLEBROOK SCHOOL'S AMENDED AND RESTATED BYLAWS, THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES ARE HEREBY APPOINTED TO SERVE ON THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH THE BYLAWS: JON GRENZKE, ANDREW C. CHASE, DOUGLAS BRAFF, REGINA ROCKEFELLER, KATHY ELKINS, AND LUCAS VAN PRAAG. 6.6 THE EXECUTIVE COMMITTEE. 6.6.1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, THE VICE PRESIDENT, THE TREASURER, AND NOT FEWER THAN TWO OTHER TRUSTEES, IN ADDITION TO THE HEAD OF SCHOOL. THE PRESIDENT SHALL BE THE CHAIR OF THE COMMITTEE, PROVIDED, HOWEVER, THAT THE PRESIDENT MAY INSTEAD DESIGNATE THE VICE PRESIDENT AS CHAIR. 6.6.2 SUBJECT TO THE DIRECTION OR APPROVAL OF THE BOARD OF TRUSTEES, AND EXCEPT AS LIMITED BY LAW, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWERS OF THE BOARD OF TRUSTEES IN THE INTERVALS BETWEEN BOARD OF TRUSTEES' MEETINGS. IN GENERAL, THE COMMITTEE MAY ACT, ON BEHALF OF THE BOARD OF TRUSTEES, UPON ALL MATTERS EXCEPT THOSE WHICH, IN THE OPINION OF THE COMMITTEE, SHOULD AWAIT THE NEXT MEETING OF THE BOARD TRUSTEES. EXCEPT AS EXPRESSLY PROVIDED HEREIN, ALL ACTION SO TAKEN BY THE COMMITTEE SHALL BE DEEMED THE ACTION OF THE BOARD OF TRUSTEES. AT EACH MEETING OF THE BOARD OF TRUSTEES, THE COMMITTEE SHALL REPORT ACTION TAKEN BY IT SINCE THE PREVIOUS BOARD OF TRUSTEES MEETING. 6.6.3 THE COMMITTEE SHALL MEET ON CALL OF THE PRESIDENT OR OF ANY TWO MEMBERS OF THE COMMITTEE. 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 EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; B. HAS READ AND UNDERSTANDS THE POLICY; C. HAS AGREED TO COMPLY WITH THE POLICY; AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE DETERMINES COMPENSATION FOR THE HEAD OF SCHOOL AND OTHER OFFICERS BY COMPILING AND REVIEWING COMPARABLE DATA FOR SIMILAR DUTIES FROM PEER INSTITUTIONS. THIS PROCESS WAS LAST UNDERTAKEN IN OCTOBER, 2024. 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 ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. EAGLEBROOK SCHOOL EDUCATIONAL FOUNDATION - HONG KONG 271 PINE NOOK ROAD DEERFIELD MA 01342 FUNDRAISING MA 1245047 0 ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL