2025-04-02T12:40:09-05:00 2024-05-31 PwC US Tax LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2023-06-01 042103545 TRUSTEES OF BOSTON COLLEGE % LYNDSAY KING TRUS 6175523363 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 024673800 JOHN D BURKE FINANCE VP/TREASURER 6175522481 2025-03-27 true true ERICA R MCREYNOLDS P00977806 6175305000 2025-03-25 2023 2025-03-06 01:10:19Z WILLIAM P LEAHY SJ 140 COMMONWEALTH AVE 440 CHESTNUT HILL MA 02467 4436930738 false X www.bc.edu X 1863 MA SEE SCHEDULE O 53 51 12666 58 18017777 0 189180780 281958160 1037764680 1094192441 120825077 264240895 -2781398 -2067278 1344989139 1638324218 253007481 276062003 0 0 621905626 676956814 0 0 33497921 416562083 458693538 1291475190 1411712355 53513949 226611863 6509364247 6914571277 1803221176 1761778626 4706143071 5152792651 X SEE SCHEDULE O false false 648162026 275302134 841263739 INSTRUCTION - INCLUDES EXPENDITURES TO PROVIDE COURSEWORK FOR STUDENTS AND TO PROVIDE FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS. ENROLLMENTS WERE 15,234 AND THE NUMBER OF DEGREES CONFERRED WAS 4,482. 253412654 211237203 AUXILIARY SERVICES - INCLUDES EXPENDITURES FOR THE SELF-SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATIONS OF 32 RESIDENCE HALLS, 15 DINING FACILITIES, 31 NCAA DIVISION I ATHLETIC TEAMS, BOOKSTORE AND HEALTH SERVICES. 232024785 STUDENT SERVICES AND ACADEMIC SUPPORT - INCLUDES ACTIVITIES OF WHICH THE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENTS' EMOTIONAL AND PHYSICAL WELL-BEING AND TO HIS/HER INTELLECTUAL, CULTURAL, AND SOCIAL DEVELOPMENT. OPERATED 9 UNIVERSITY LIBRARY FACILITIES CONTAINING OVER 3.389 MILLION VOLUMES, OVER 198 THOUSAND SERIAL TITLES SERVING THE UNIVERSITY AND SURROUNDING COMMUNITY. 80717748 759869 41691499 1214317213 true true false true false false false true true true true true false false true false false true true true true true false false true false false true true true true false false false false false true false false false true true true false false true true true true false false true X 2287 0 true 12666 true true true true SP FR IT EI false false false true true false false false false true false X 53 51 true false false false false false false true true false false false true true true true true true true false CA IN MA X X LYNDSAY KING 6175523363 CONTROLLERS OFFICE 140 COMM AVE CHESTNUT HILL MA 024673800 X JEFFREY HAFLEY HEAD COACH, FBALL (UNTIL 1/24) 40.0 0.0 X 4024882 0 70530 EARL GRANT HEAD COACH,MEN'S BASKETBALL 40.0 0.0 X 2414487 0 65941 JOHN J ZONA CHIEF INVESTMENT OFFICER 40.0 0.0 X 1310925 0 300630 BLAKE JAMES DIR. OF ATHLETICS 40.0 0.0 X 1010184 0 62278 ANDREW C BOYNTON DEAN CSOM 40.0 0.0 X 785191 0 74012 DAVID QUIGLEY PROVOST & DEAN OF FAC 40.0 0.0 X 716111 0 73896 JOHN MCNULTY OFF. COORD, FBALL (UNTIL 1/23) 40.0 0.0 X 751924 0 33288 MICHAEL J LOCHHEAD EXECUTIVE VICE PRES 40.0 0.0 X 610740 0 97534 ANDREW DAVIDSON Sr.VP Univ.Advance 40.0 0.0 X 648045 0 31175 JOHN D BURKE FIN VP & TREASURER 40.0 0.0 X 584285 0 73554 DAVID P TRAINOR VP HUMAN RESOURCES 40.0 0.0 X 499820 0 68169 AMY I YANCEY VP FOR DEVELOPMENT(UNTIL 1/24) 40.0 0.0 X 456254 0 68219 MICHAEL BOURQUE VP INFORMATION TECH 40.0 0.0 X 435161 0 69698 THOMAS J KEADY VP GVT & CMTY AFF 40.0 0.0 X 341692 0 72759 DANIEL BOURQUE VP FACILITIES MNGMT 40.0 0.0 X 345035 0 69291 KEVIN J SHEA VP & EXEC AST TO PRES 40.0 0.0 X 336351 0 73202 JOY H MOORE VP/ EXEC. DIR. PMISS 40.0 0.0 X 312736 0 48243 MARA L HERMANO VP INSTL RES & PLAN 40.0 0.0 X 308973 0 46051 SHAWNA COOPERWHITEHEAD VP STUDENT AFFAIRS 40.0 0.0 X 320666 0 30572 JOHN F FISH TRUSTEE - CHAIR 1.0 0.0 X 0 0 0 PHILIP W SCHILLER TRUSTEE(VICE CHAIR UNTIL 9/23) 1.0 0.0 X 0 0 0 MARIANNE D SHORT ESQ TRUSTEE (VICE CHAIR FROM 9/23) 1.0 0.0 X 0 0 0 SUSAN MARTINELLI SHEA TRUSTEE - SECRETARY 1.0 0.0 X 0 0 0 MICHAEL C ASCIONE TRUSTEE 1.0 0.0 X 0 0 0 GUIDO BARILLA TRUSTEE 1.0 0.0 X 0 0 0 STEVEN M BARRY TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA LYNOTT BONAN TRUSTEE 1.0 0.0 X 0 0 0 D SCOTT BROWN TRUSTEE 1.0 0.0 X 0 0 0 CLAUDIO M BURGALETA SJ TRUSTEE (FROM 9/23) 1.0 0.0 X 0 0 0 JACQUELINE P CANNEY TRUSTEE 1.0 0.0 X 0 0 0 JAMES D CAREY ESQ TRUSTEE 1.0 0.0 X 0 0 0 HON DARCEL D CLARK TRUSTEE 1.0 0.0 X 0 0 0 MICHELLE R CODRINGTON TRUSTEE 1.0 0.0 X 0 0 0 REV CHRISTOPHER S COLLINS SJ TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM C CONNELL TRUSTEE 1.0 0.0 X 0 0 0 ROBERT J COONEY TRUSTEE 1.0 0.0 X 0 0 0 LEO J CORCORAN TRUSTEE 1.0 0.0 X 0 0 0 SANDRA M EDGERLEY TRUSTEE 1.0 0.0 X 0 0 0 MOLLY FERRANTE TRUSTEE 1.0 0.0 X 0 0 0 JOHN J FLATLEY TRUSTEE 1.0 0.0 X 0 0 0 JANICE GIPSON TRUSTEE 1.0 0.0 X 0 0 0 WON YOUNG GIURICEO TRUSTEE 1.0 0.0 X 0 0 0 PATRICK W GRADY TRUSTEE 1.0 0.0 X 0 0 0 REV DANIEL HENDRICKSON SJ TRUSTEE 1.0 0.0 X 0 0 0 JUSTIN HILLENBRAND TRUSTEE (FROM 9/23) 1.0 0.0 X 0 0 0 MICHAELA MURPHY HOAG TRUSTEE 1.0 0.0 X 0 0 0 RENE F JONES TRUSTEE 1.0 0.0 X 0 0 0 ALFRED F KELLY JR TRUSTEE 1.0 0.0 X 0 0 0 MICHELLE A KNIGHT TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA LIPOMA KRAFT TRUSTEE 1.0 0.0 X 0 0 0 JASON R KRANTZ TRUSTEE 1.0 0.0 X 0 0 0 REV WILLIAM P LEAHY SJ PRESIDENT, TRUSTEE 40.0 0.0 X X 0 0 0 LISE LEIST TRUSTEE 1.0 0.0 X 0 0 0 REV DOUGLAS W MARCOUILLER SJ TRUSTEE 1.0 0.0 X 0 0 0 PETER K MARKELL TRUSTEE 1.0 0.0 X 0 0 0 CARMINE A MARTIGNETTI TRUSTEE (UNTIL 9/23) 1.0 0.0 X 0 0 0 KATHLEEN M MCGILLYCUDDY TRUSTEE 1.0 0.0 X 0 0 0 DENISE M MORRISON TRUSTEE 1.0 0.0 X 0 0 0 JOHN C MORRISSEY III TRUSTEE (UNTIL 9/23) 1.0 0.0 X 0 0 0 ROBERT F MORRISSEY ESQ TRUSTEE 1.0 0.0 X 0 0 0 BRIEN M O'BRIEN TRUSTEE 1.0 0.0 X 0 0 0 DAVID P O'CONNOR TRUSTEE 1.0 0.0 X 0 0 0 REV CYRIL P OPEIL SJ TRUSTEE (UNTIL 9/23) 1.0 0.0 X 0 0 0 KEVIN E PEARSON TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN J PEMBERTON TRUSTEE 1.0 0.0 X 0 0 0 JONATHAN M RATHER TRUSTEE 1.0 0.0 X 0 0 0 KENDALL B REID TRUSTEE 1.0 0.0 X 0 0 0 TRAVIS M RHODES TRUSTEE (FROM 9/23) 1.0 0.0 X 0 0 0 NAVYN DATOO SALEM TRUSTEE 1.0 0.0 X 0 0 0 MARC P SEIDNER TRUSTEE 1.0 0.0 X 0 0 0 KEVIN A SMART TRUSTEE 1.0 0.0 X 0 0 0 DENISE M STACK TRUSTEE (FROM 9/23) 1.0 0.0 X 0 0 0 SHELLY A STAYER TRUSTEE (UNTIL 9/23) 1.0 0.0 X 0 0 0 ELIZABETH W VANDERSLICE TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL D WHITE TRUSTEE (UNTIL 9/23) 1.0 0.0 X 0 0 0 ELISA GABELLI WILSON TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH EDER ZOBEL TRUSTEE 1.0 0.0 X 0 0 0 REV CASEY BEAUMIER SJ VP & UNIV. SECTY. 40.0 0.0 X 0 0 0 REV JOHN T BUTLER SJ VP UNIV. MISSION & MINISTRY 40.0 0.0 X 0 0 0 16213462 0 1429042 1442 false true false SUFFOLK CONSTRUCTION COMPANY INC 65 ALLERTON STREET BOSTON MA 02119 CONSTRUCTION 26185132 CONSIGLI CONSTRUCTION CO INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION 21165604 GOODWIN PROCTER LLP 100 NORTHERN AVENUE BOSTON MA 02210 LEGAL SERVICES 5709492 METAPROCURE DBA 3460 SUMMIT RIDGE PARKWAY SUITE 401 DULUTH GA 30096 CONSULTANTS 5622922 SHAWMUT DESIGN CONSTRUCTION DBA 560 HARRISON AVE SUITE 200 BOSTON MA 02118 CONSTRUCTION 4629188 451 18061007 44416892 219480261 25291343 281958160 TUITION AND FEES 900099 841263739 841263739 SALES/SERVICES OF AUXILLARY ENTERPRISES 900099 211237203 210756714 480489 NON-GOVT GRANTS/F&A RECOVERY 900099 17615735 17615735 SALES/SERVICES OF EDUCATIONAL ACTIVITIES 900099 6855124 6855124 OTHER MISCELLANEOUS PROGRAM REVENUE 900099 17220640 17220640 1094192441 94462346 17537288 76925058 39935 39935 1005267 1005267 2521352 0 3860009 0 -1338657 0 -1338657 -1338657 2959029996 1150000 2789291382 1150000 169738614 169738614 169738614 730980 18061007 4305129 -3574149 -3574149 0 0 0 0 0 0 0 0 0 0 CHILDREN'S CENTER 624410 1270560 1270560 VENDING 900099 569701 569701 1840261 1638324218 1093711952 18017777 244636329 502602 502602 275302134 275302134 257267 257267 0 7569989 1118206 5611459 840324 0 513172068 397754395 95983394 19434279 32062985 24552367 6263067 1247551 92480341 70831012 18068293 3581036 31671431 24252533 6186582 1232316 0 5271269 429817 4841452 709879 709879 75026 75026 0 37285687 37285687 59911225 48628917 9368230 1914078 392923 367764 25159 14265244 10602456 2611728 1051060 17864024 6392181 11195527 276316 0 46569235 16146860 30422375 26159426 24465615 549067 1144744 0 7543203 2933022 3091200 1518981 50413877 44793089 5620788 0 119200866 107246223 11954643 0 COST OF GOODS SOLD 21818239 21818239 OPERATIONS & MAINT. ALLOC. 86823895 -86823895 LICENSING/PERMITS/FEES 11215919 11215919 SPECIAL HOUSING EXPENSES 1787196 1787196 38210300 36095504 857560 1257236 1411712355 1214317213 163897221 33497921 25941189 33194314 2348691 1832792 224831270 275021179 53923660 48120517 2612800 2303884 0 0 50391799 49079182 564280 565774 12607080 8717573 3669759704 1511865203 2072409308 2157894501 899038962 952485742 3153582408 3374243019 11112800 11112800 0 0 0 0 6509364247 6914571277 225692392 223948638 20113501 21323229 20416822 20787549 680954045 655782577 9687943 9839536 0 0 0 0 824126379 810545562 22230094 19551535 1803221176 1761778626 X 2302566169 2472027959 2403576902 2680764692 4706143071 5152792651 6509364247 6914571277 X 226611863 226482549 0 0 0 -6444832 X false true X true true true X 225038278 230696730 291578587 189180780 281958160 1218452535 0 0 225038278 230696730 291578587 189180780 281958160 1218452535 201957367 1016495168 55306068 58515695 54722602 77430086 80491612 326466063 0 0 0 0 0 0 1696553 954805 1804709 1521407 2571241 8548715 1553467313 4952366811 0.65434 0.70150 X SCHEDULE A, PART II, LINE 10 THE TOTAL REPORTED ON LINE 10 IS COMPRISED OF EVENT INCOME, CHILDREN'S CENTER AND VENDING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 75026 false false 75026 false FORM 990, SCHEDULE C, PART II-B, LINE 1-G LOBBYING ACTIVITY EXPLANATION PAYMENTS FOR LOBBYING EXPENDITURES ARE MADE TO THE FOLLOWING: CASSIDY AND ASSOCIATES, INC. - ASSIST MANAGEMENT IN THE IDENTIFICATION, DEVELOPMENT, AND PRESENTATION OF INSTITUTIONAL INITIATIVES FOR CONSIDERATION BY COMMITTEES OF CONGRESS, FEDERAL REGULATORY AGENCIES, AND OTHERS; ACT AS LIAISON TO GOVERNMENT AGENCIES BY MONITORING AND REPORTING ON GOVERNMENTAL PROGRAMS AND LEGISLATION RELEVANT TO INSTITUTIONAL INITIATIVES. THE ORGANIZATION PAYS MEMBERSHIP DUES TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 436851 59499736 X X X X false false true X 3547246000 135930000 400096000 54363000 115985000 4475000 3908449000 3702462000 141985000 -122547000 54544000 116381000 3729000 3547246000 3761836000 234484000 -154729000 43845000 92161000 3123000 3702462000 2579462000 181726000 1122749000 37703000 81920000 2478000 3761836000 2474129000 98279000 119444000 34473000 75108000 2809000 2579462000 0.37870 0.37380 0.24750 false false 338839009 338839009 2393466461 1016274883 1377191578 328946724 254758595 74188129 608507510 240831725 367675785 2157894501 EQUITIES 2628562699 F REAL ESTATE 112831807 F FIXED INCOME 492565346 F CASH 140283167 F 3374243019 0 DEPOSITS PAYABLE 16562572 US GOVERNMENT LOAN ADVANCES 2988963 19551535 SCHEDULE D, PART III, LINE 4 THE COLLECTIONS HELD BY BOSTON COLLEGE EDUCATE AND INSPIRE ITS STUDENTS AND FACULTY. SCHEDULE D, PART IV, LINE 2B STATE STREET HOLDS THE MAJORITY OF OUR TRUSTS. SCHEDULE D, PART V, LINE 4 THE INTENT OF THE ENDOWMENT FUND IS TO GENERATE INVESTMENT EARNINGS AS A SOURCE OF REVENUE TO SUPPORT STUDENT AID, INSTRUCTION, STUDENT FORMATION AND OTHER OPERATING ACTIVITIES OF THE UNIVERSITY RESTRICTED BY DONORS OR INTERNALLY DESIGNATED BY THE BOARD OF TRUSTEES. SCHEDULE D, PART X, LINE 2 BOSTON COLLEGE'S FINANCIAL STATEMENTS DID NOT INCLUDE A FIN 48 FOOTNOTE. true true false true true true true false false false false false false false false true false true NON-DISCRIMINATION POLICY PART I, LINE 3 THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS ACCESSIBLE VIA LINK FROM THE UNIVERSITY'S HOMEPAGE. PART I, LINE 6A THE UNIVERSITY PARTICIPATES IN THE FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, PERKINS, FEDERAL WORK-STUDY AND OTHER FEDERAL TITLE IV AND HUMAN SERVICES PROGRAMS. true Europe (Including Iceland and Greenland) 4 598 Program Services STDY AB,RSRCH,ACA SUPP 9661586 East Asia and the Pacific 0 139 Program Services STDY AB,RSRCH,ACA SUPP 1156110 Sub-Saharan Africa 0 72 Program Services STDY AB,RSRCH,CAPITAL 2196585 North America 0 171 Program Services ACA SUPP,RSRCH,CAPITAL 1104598 Central America and the Caribbean 0 29 Program Services STUD SERV,INSTR,RSRCH 78952 Middle East and North Africa 0 50 Program Services ACASUPP,STUDSERV,RSRCH 134934 Russia and the Newly Independent States 0 3 Program Services ACA SUPP, INSTR, RSRCH 11663 South America 0 80 Program Services STUDY AB, INSTR, RSRCH 821286 South Asia 0 35 Program Services ACASUPP, INSTR, RSRCH 130798 Central America and the Caribbean 0 1 Grantmaking 30000 Sub-Saharan Africa 0 3 Grantmaking 227267 East Asia and the Pacific 0 2 Fundraising 34648 Europe (Including Iceland and Greenland) 0 5 Fundraising 32520 Middle East and North Africa 0 1 Fundraising 13148 North America 0 4 Fundraising 37695 South America 0 1 Fundraising 1287 South Asia 0 1 Fundraising 28439 Central America and the Caribbean 0 0 Investments 1552558686 Sub-Saharan Africa 0 0 Investments 42785461 4 1195 0 0 4 1195 15701516 1595344147 1611045663 Central America and the Caribbean GENERAL SUPPORT 30000 Sub-Saharan Africa GENERAL SUPPORT 180000 Sub-Saharan Africa GENERAL SUPPORT 15000 Sub-Saharan Africa GENERAL SUPPORT 32267 4 true false true true true false PART I, LINE 2 BOSTON COLLEGE ISSUES GRANT FUNDS BASED UPON BUDGETED PROPOSALS AND RECEIVES REPORTS FROM THE GRANT RECIPIENTS TO MONITOR THE USE OF THESE AWARD FUNDS DURING AND AT THE END OF THE FUNDING PERIOD. PART I, LINE 3, COLUMN F THE ORGANIZATION REVIEWS ALL FOREIGN WIRE INFORMATION AND INTERNATIONAL TRAVEL EXPENSES FOR OVERSEAS PAYMENTS AND DISCUSSES WITH THE DEPARTMENTS ORIGINATING THE PAYMENTS TO DETERMINE IF THE PAYMENTS WERE FOR FOREIGN ACTIVITIES. THE FOREIGN EXPENDITURES ARE CAPTURED SEPARATELY IN THE ORGANIZATION'S ACCOUNTING SYSTEM AND AMOUNTS INCLUDED ON SCHEDULE F ARE PURSUANT TO THE ORGANIZATION'S ACCOUNTING SYSTEM. PART II, LINE 1 FOREIGN GRANTS ARE TRACKED SEPARATELY IN THE ORGANIZATION'S GENERAL LEDGER. NIGHT AT POPS 15838816 15233886 604930 2162324 637642 413677 436885 WALL ST DINNER 2953171 2827121 126050 35853 274341 14000 330407 0 18791987 18061007 730980 2198177 911983 427677 767292 4305129 -3574149 true THE FUND FOR PARKS AND RECREATION 1010 MASSACHUSETTS AVENUE 3RD FLOOR BOSTON MA 02118 042784811 501(c)(3) 250000 GENERAL SUPPORT JESUITS USA CENTRAL AND SOUTHERN PROVINCE 4511 WEST PINE BLVD ST LOUIS MO 63108 430416129 501(C)(3) 100000 GENERAL SUPPORT ALLSTON BRIGHTON COMMUNITY FUND 116 COLLEGE ROAD CHESTNUT HILL MA 02467 042304133 501(C)(3) 75000 GENERAL SUPPORT FRANCISCAN MISSIONARY SISTERS FOR AFRICA PO BOX 35095 BRIGHTON MA 02135 237337822 501(C)(3) 20000 GENERAL SUPPORT ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION 18R SHEPARD STREET 100 BRIGHTON MA 02135 042716278 501(c)(3) 24825 GENERAL SUPPORT 5 SCHOLARSHIPS TO STUDENTS 8913 275302134 PART I, LINE 2 - GRANT PROCEDURES BOSTON COLLEGE AWARDS NEED BASED FINANCIAL AID, INCLUDING GRANTS AND LOANS TO STUDENTS BASED ON ELIGIBILITY REQUIREMENTS SUCH AS FINANCIAL NEED AND ACADEMIC PROGRESS. AID IS ADMINISTERED BY THE STUDENT SERVICES OFFICE. STUDENTS AND THEIR PARENTS COMPLETE EXTENSIVE APPLICATION MATERIALS, SUBMIT TAX RETURNS AND OTHER DOCUMENTS TO SUPPORT THEIR CLAIM FOR FINANCIAL ASSISTANCE. IN ADDITION, THE UNIVERSITY MAKES A LIMITED NUMBER OF SCHOLARSHIPS AVAILABLE BASED ON ACADEMIC OR ATHLETIC ACHIEVEMENT. ON OCCASION BOSTON COLLEGE MAY PROVIDE GRANTS TO 501(C)(3) AND GOVERNMENT ENTITIES. THESE GRANTS ARE PROVIDED AT THE UNIVERSITY'S DISCRETION. FOR COMMUNITY OUTREACH GRANTS, BOSTON COLLEGE RELIED ON THE DISTRIBUTING AGENCIES TO ASSESS NEED. PART III, LINE 1, COLUMN (C) THE CASH GRANT IS REFLECTED ON STUDENTS ACCOUNTS. SOME OF THE GRANTS LISTED MAY HOWEVER, BE PAID DIRECTLY TO THE STUDENT VIA ACCOUNTS PAYABLE AS A MONTHLY 'NON SERVICE STIPEND'. THE GRANTS ALSO INCLUDE BOOK VOUCHERS, LOAN FORGIVENESS AND CHILDREN'S CENTER AID. X X X X false true X X X true true false false false false false true false DANIEL BOURQUE VP FACILITIES MNGMT 325623 0 0 0 19412 0 33000 0 36291 0 414326 0 0 0 MICHAEL BOURQUE VP INFORMATION TECH 395797 0 0 0 39364 0 33000 0 36698 0 504859 0 0 0 JOHN D BURKE FIN VP & TREASURER 427937 0 50000 0 106348 0 33000 0 40554 0 657839 0 0 0 SHAWNA COOPERWHITEHEAD VP STUDENT AFFAIRS 251553 0 0 0 69113 0 22313 0 8259 0 351238 0 0 0 ANDREW DAVIDSON Sr.VP Univ.Advance 605675 0 0 0 42370 0 0 0 31175 0 679220 0 0 0 MARA L HERMANO VP INSTL RES & PLAN 277391 0 0 0 31582 0 22594 0 23457 0 355024 0 0 0 THOMAS J KEADY VP GVT & CMTY AFF 321494 0 0 0 20198 0 33000 0 39759 0 414451 0 0 0 MICHAEL J LOCHHEAD EXECUTIVE VICE PRES 513588 0 0 0 97152 0 26400 0 71134 0 708274 0 0 0 JOY H MOORE VP/ EXEC. DIR. PMISS 275485 0 0 0 37251 0 29856 0 18387 0 360979 0 0 0 DAVID QUIGLEY PROVOST & DEAN OF FAC 574911 0 0 0 141200 0 33000 0 40896 0 790007 0 0 0 KEVIN J SHEA VP & EXEC AST TO PRES 319887 0 0 0 16464 0 32958 0 40244 0 409553 0 0 0 DAVID P TRAINOR VP HUMAN RESOURCES 424441 0 0 0 75379 0 27402 0 40767 0 567989 0 0 0 AMY I YANCEY VP FOR DEVELOPMENT(UNTIL 1/24) 364638 0 50000 0 41616 0 26400 0 41819 0 524473 0 0 0 JOHN J ZONA CHIEF INVESTMENT OFFICER 655547 0 504186 0 151192 0 256477 0 44153 0 1611555 0 247446 0 JEFFREY HAFLEY HEAD COACH, FBALL (UNTIL 1/24) 3979637 0 0 0 45245 0 26400 0 44130 0 4095412 0 0 0 EARL GRANT HEAD COACH,MEN'S BASKETBALL 2402481 0 0 0 12006 0 26400 0 39541 0 2480428 0 0 0 BLAKE JAMES DIR. OF ATHLETICS 965694 0 0 0 44490 0 26400 0 35878 0 1072462 0 0 0 ANDREW C BOYNTON DEAN CSOM 659805 0 0 0 125386 0 33000 0 41012 0 859203 0 0 0 JOHN MCNULTY OFF. COORD, FBALL (UNTIL 1/23) 18908 0 0 0 733016 0 26400 0 6888 0 785212 0 0 0 SCHEDULE J, PART I THE UNIVERSITY PAID COMPENSATION AND BENEFITS OF $5,898,318 TO THE JESUIT COMMUNITY, THE FOUNDERS OF BOSTON COLLEGE, FOR INSTRUCTIONAL, ADMINISTRATIVE AND INSTITUTIONAL SERVICES, WHICH INCLUDE THE SERVICES RENDERED BY THE UNIVERSITY'S JESUIT OFFICERS. SCHEDULE J, PART I, LINE 1A FIRST CLASS TRAVEL OR CHARTER TRAVEL: BOSTON COLLEGE DOES NOT GENERALLY PERMIT FIRST CLASS TRAVEL FOR BUSINESS TRIPS. HOWEVER, ON OCCASION FOR UNUSUALLY LONG FLIGHTS IT MAY BE PERMITTED PROVIDED THERE IS APPROVAL IN ADVANCE. AS PART OF THEIR RESPONSIBILITIES, THREE HIGHEST COMPENSATED EMPLOYEES FLEW ON CHARTER FLIGHTS, ONE HIGHEST COMPENSATED EMPLOYEE FLEW FIRST CLASS, AND ONE OFFICER FLEW FIRST CLASS. TRAVEL FOR COMPANIONS: PER UNIVERSITY POLICY COMPANION TRAVEL IS NOT REIMBURSABLE OR NON TAXABLE UNLESS PRIOR APPROVAL IS OBTAINED AND THERE IS A VALID BUSINESS PURPOSE. TWO HIGHLY COMPENSATED INDIVIDUALS LISTED IN PART VII RECEIVED COMPANION TRAVEL WHICH WAS NOT INCLUDED IN TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: ONE OFFICER RECEIVED ON-CAMPUS HOUSING BENEFIT DURING THE YEAR AS A CONDITION OF EMPLOYMENT. THE RENTAL VALUE WAS NON TAXABLE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: ONE HIGHLY COMPENSATED INDIVIDUAL AND ONE OFFICER RECEIVED AN ANNUAL MEMBERSHIP TO A LOCAL COUNTRY CLUB. THE FULL VALUE WAS INCLUDED IN EACH EMPLOYEE'S TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 1B BOSTON COLLEGE HAS POLICIES THAT COVER FIRST CLASS TRAVEL AND TRAVEL FOR COMPANIONS. SUCH TRAVEL IS GENERALLY NOT PERMITTED BUT IS APPROVED ON A CASE BY CASE BASIS AT THE VP LEVEL. SOCIAL CLUB DUES ARE PROVIDED IN ACCORDANCE WITH THE CONTRACTS OF THE INDIVIDUALS WHO RECEIVE THE BENEFIT AND ARE APPROVED. SCHEDULE J, PART I, LINE 4A JOHN MCNULTY, IN CONNECTION WITH HIS SEPARATION FROM THE ORGANIZATION, WAS ENTITILED TO A TOTAL OF $670,777 DURING CALENDAR YEAR 2023 WHICH WAS PAID IN MONTHLY INSTALLMENTS. THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B) (III). SCHEDULE J, PART I, LINE 4B AND 7 TERMS AND CONDITIONS OF DEFERRED PERFORMANCE COMPENSATION PLAN FOR INVESTMENT PROFESSIONALS: IN 2015 BOSTON COLLEGE ESTABLISHED A PERFORMANCE COMPENSATION PLAN ("PLAN") TO ASSIST WITH RECRUITMENT AND RETENTION OF ITS INVESTMENT OFFICE PROFESSIONALS. UNDER THE TERMS OF THE PLAN, PARTICIPANTS ARE ELIGIBLE FOR CERTAIN AWARDS BASED ON THE PERFORMANCE OF BOSTON COLLEGE'S INVESTMENTS EACH CALENDAR YEAR, AS MEASURED BY CERTAIN QUANTITATIVE AND QUALITATIVE FACTORS. A PORTION OF THE AWARD UNDER THE PLAN IS SUBJECT TO A TWO YEAR DEFERRAL PERIOD. FOR 2023, THE CHIEF INVESTMENT OFFICER'S COMPENSATION INCLUDED A BONUS PAYMENT UNDER THE PLAN INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(II) AND A DEFERRAL AMOUNT INCLUDED IN SCHEDULE J, PART II COLUMN (C). THE AMOUNT INCLUDED IN SCHEDULE J, PART II COLUMN (F) REPRESENTS COMPENSATION RECEIVED IN 2023 AND IS INCLUDED IN SCHEDULE J, PART II COLUMN (B)(II). THE AMOUNT IN SCHEDULE J, PART II COLUMN (F) WAS REPORTED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN (C) IN A PRIOR YEAR. SCHEDULE J, PART I, LINE 7 THE UNIVERSITY OFFERS INCENTIVE COMPENSATION TO CERTAIN INVESTMENT PROFESSIONALS BASED UPON THE UNIVERSITY'S INVESTMENT PERFORMANCE. SEE RESPONSE TO QUESTION 4B ABOVE. TWO INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED A MERIT BASED BONUS AND THE AMOUNT OF THIS BONUS IS SHOWN ON SCHEDULE J, PART II, COLUMN (B)(II). A MASS DFA - SERIES S 043431814 57583UZQ4 2013-08-20 156252258 SEE PART VI false false false B MASS DFA - SERIES T 043431814 57584XK42 2017-01-31 141202852 SEE PART VI false false false C MASS DFA - SERIES U 043431814 57584YZH5 2020-04-02 187464608 SEE PART VI false false false D MASS DFA - Series V 043431814 57584YN54 2021-06-24 165003907 See Part VI false false false A 68830000 0 156256983 0 3639607 0 676551 0 0 56365583 95575242 0 2016 true false true true B 0 0 141202852 0 0 0 922840 0 0 0 140280012 0 2010 false true true true C 33820000 0 187464608 0 0 135980000 1057037 0 0 0 50427571 0 2014 true false true true D 0 0 165007818 0 2111204 0 0 0 0 162896614 0 0 2022 false false true true A false true true true true true 0.01080 0.00000 0.01080 false false false true B false true true true true true 0.01170 0.00000 0.01170 false false false true C false true true true true true 0.00810 0.00000 0.00810 false false false true D false true true true true true 0.00780 0.00000 0.00780 false false false true A false true false false 0 false 0 false true B false true false false 0 false 0 false true C false true false false 0 false 0 false true D false true false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, COLUMN F A. REFUNDING MHEFA SERIES N (9/04/03) - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. B. ADVANCE REFUNDING OF SERIES P (07/26/07) - CONSTRUCTION, RENOVATION, AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. C. REFUNDING PORTION OF SERIES M-1, SERIES Q1 AND Q2, AND SERIES R1 AND R2 - CONSTRUCTION, RENOVATION, AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. D. NEW MONEY ISSUANCE - CONSTRUCTION, RENOVATION, AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. PART II, LINE 3 THE DIFFERENCE BETWEEN THE AMOUNT OF TOTAL PROCEEDS AND THE ISSUE PRICE IN PART I IS THE RESULT OF INVESTMENT EARNINGS. PART IV, 2C. THE REBATE CALCULATION DATES ARE FOLLOWS: SERIES S: 8/31/2016; SERIES T: 12/31/2020 MICHAEL LOCHHEAD EXECUTIVE VP MORTGAGE X 600000 420000 false true true DAVID QUIGLEY PROVOST MORTGAGE X 250000 39754 false true true JOHN BURKE VP FINANCE MORTGAGE X 600000 300000 false true true AMY YANCEY VP UNIV ADV MORTGAGE X 400000 400000 false true true DAVID TRAINOR VP HR MORTGAGE X 491615 344130 false true true JOHN ZONA CIO MORTGAGE X 1000000 800000 false true true 2303884 SUFFOLK CONSTRUCTION CONTROLLED ORG OF TRUSTEE 15034104 CONSTRUCTION SERVICES false SCHEDULE L, PART IV IN FISCAL 2023 AND FISCAL 2024 BOSTON COLLEGE ENTERED INTO ARRANGEMENTS WITH SUFFOLK CONSTRUCTION COMPANY, INC. FOR THE CONSTRUCTION OF CERTAIN FACILITIES. THESE ARRANGEMENTS WERE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND WERE DETERMINED TO BE FAIR AND REASONABLE AND IN THE BEST INTERESTS OF BOSTON COLLEGE. IN ACCORDANCE WITH THE BOSTON COLLEGE CONFLICT OF INTEREST POLICY, THE RELATED TRUSTEE RECUSED HIMSELF FROM ALL DECISION MAKING ON THESE MATTERS. X 12 461858 OPINION OF EXPERTS X 70401 OPINION OF EXPERTS X 525 PRICE OF GOODS X 421 24273817 MARKET VALUE X FLOWERS 6 29978 ACT INV PRICE X EVENTS 24 423066 ACT INV PRICE X ADVERTISING 1 30000 ACT INV PRICE X EQUIPMENT 1 1698 ACT INV PRICE 7 false true false SCHEDULE M, PART I, COLUMN (B) COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 AND PART III, LINE 1 MISSION STRENGTHENED BY MORE THAN A CENTURY AND A HALF OF DEDICATION TO ACADEMIC EXCELLENCE, BOSTON COLLEGE COMMITS ITSELF TO THE HIGHEST STANDARDS OF TEACHING AND RESEARCH IN UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS AND TO THE PURSUIT OF A JUST SOCIETY THROUGH ITS OWN ACCOMPLISHMENTS, THE WORK OF ITS FACULTY AND STAFF, AND THE ACHIEVEMENTS OF ITS GRADUATES. IT SEEKS BOTH TO ADVANCE ITS PLACE AMONG THE NATION'S FINEST UNIVERSITIES AND TO BRING TO THE COMPANY OF ITS DISTINGUISHED PEERS AND TO CONTEMPORARY SOCIETY THE RICHNESS OF THE CATHOLIC INTELLECTUAL IDEAL OF A MUTUALLY ILLUMINATING RELATIONSHIP BETWEEN RELIGIOUS FAITH AND FREE INTELLECTUAL INQUIRY. BOSTON COLLEGE DRAWS INSPIRATION FOR ITS ACADEMIC AND SOCIETAL MISSION FROM ITS DISTINCTIVE RELIGIOUS TRADITION. AS A CATHOLIC AND JESUIT UNIVERSITY, IT IS ROOTED IN A WORLD VIEW THAT ENCOUNTERS GOD IN ALL CREATION AND THROUGH ALL HUMAN ACTIVITY, ESPECIALLY IN THE SEARCH FOR TRUTH IN EVERY DISCIPLINE, IN THE DESIRE TO LEARN, AND IN THE CALL TO LIVE JUSTLY TOGETHER. IN THIS SPIRIT, THE UNIVERSITY REGARDS THE CONTRIBUTION OF DIFFERENT RELIGIOUS TRADITIONS AND VALUE SYSTEMS AS ESSENTIAL TO THE FULLNESS OF ITS INTELLECTUAL LIFE AND TO THE CONTINUOUS DEVELOPMENT OF ITS DISTINCTIVE INTELLECTUAL HERITAGE. BOSTON COLLEGE PURSUES THIS DISTINCTIVE MISSION BY SERVING SOCIETY IN THREE WAYS: - BY FOSTERING THE RIGOROUS INTELLECTUAL DEVELOPMENT AND THE RELIGIOUS, ETHICAL AND PERSONAL FORMATION OF ITS UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS IN ORDER TO PREPARE THEM FOR CITIZENSHIP, SERVICE AND LEADERSHIP IN A GLOBAL SOCIETY; - BY PRODUCING NATIONALLY AND INTERNATIONALLY SIGNIFICANT RESEARCH THAT ADVANCES INSIGHT AND UNDERSTANDING, THEREBY BOTH ENRICHING CULTURE AND ADDRESSING IMPORTANT SOCIETAL NEEDS; AND - BY COMMITTING ITSELF TO ADVANCE THE DIALOGUE BETWEEN RELIGIOUS BELIEF AND OTHER FORMATIVE ELEMENTS OF CULTURE THROUGH THE INTELLECTUAL INQUIRY, TEACHING AND LEARNING, AND THE COMMUNITY LIFE THAT FORM THE UNIVERSITY. BOSTON COLLEGE FULFILLS THIS MISSION WITH A DEEP CONCERN FOR ALL MEMBERS OF ITS COMMUNITY, WITH A RECOGNITION OF THE IMPORTANT CONTRIBUTION A DIVERSE STUDENT BODY, FACULTY AND STAFF CAN OFFER, WITH A FIRM COMMITMENT TO ACADEMIC FREEDOM, AND WITH A DETERMINATION TO EXERCISE CAREFUL STEWARDSHIP OF ITS RESOURCES IN PURSUIT OF ITS ACADEMIC GOALS. FORM 990, PART I, LINE 6 VOLUNTEERS ALTHOUGH BOSTON COLLEGE HAS MANY VOLUNTEERS WHO DEDICATE THEIR TIME AND EFFORTS TO THE COLLEGE, THEIR NUMBER IS NOT FORMALLY TRACKED. ALL TRUSTEES ARE PROVIDING VOLUNTEER SERVICES TO BOSTON COLLEGE. BOSTON COLLEGE ALUMNI KEEP UP THE JESUIT, CATHOLIC TRADITION AFTER GRADUATION AS ALUMNI VOLUNTEERS. WHETHER IT'S SIMPLY KEEPING IN TOUCH WITH FELLOW EAGLES OR MAKING A DIFFERENCE THROUGH THE UNIVERSITY, BOSTON COLLEGE HAS ACTIVE ALUMNI WHO CONTINUE TO VOLUNTEER THEIR TIME TO CONTRIBUTE TO THE BOSTON COLLEGE COMMUNITY. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES EXPENDITURES FOR RESEARCH, PUBLIC SERVICE AND OTHER MISCELLANEOUS PROGRAM REVENUES AND EXPENSES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION A - QUESTION 1A WITH CERTAIN EXCEPTIONS SPECIFIED IN THE UNIVERSITY'S BY-LAWS OR OTHERWISE REQUIRED BY LAW, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS AUTHORIZED TO ACT WITH THE FULL AUTHORITY OF THE BOARD OF TRUSTEES BETWEEN FULL BOARD MEETINGS. EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION A - QUESTION 2 DANIEL F. BOURQUE AND MICHAEL J. BOURQUE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - QUESTION 11 WORKING WITH PwC US TAX LLP (PWC), THE FORM 990 IS PREPARED BY BOSTON COLLEGE. UPON COMPLETION, THE FULL FORM 990 IS REVIEWED BY SENIOR MANAGEMENT, THE PRESIDENT OF BOSTON COLLEGE, THE CHAIR OF THE BOARD OF TRUSTEES, AND THE CHAIR OF THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FULL 990, EXCLUDING THE INFORMATION OF DONORS WHO (AS A CONDITION OF THE GIFT AGREEMENTS) WISH TO REMAIN ANONYMOUS, IS REVIEWED AT A FINANCE AND AUDIT COMMITTEE MEETING. UPON FINALIZATION AND PRIOR TO FILING, THE FORM 990, EXCLUDING THE INFORMATION OF THE ANONYMOUS DONORS, IS THEN FORWARDED TO ALL TRUSTEES FOR THEIR REVIEW. PWC SIGNS THE RETURN AS PAID PREPARER AND ELECTRONICALLY FILES THE RETURN WITH THE IRS. THE RETURN IS THEN POSTED ON THE BOSTON COLLEGE WEBSITE. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - QUESTION 12C EACH OFFICER, TRUSTEE, AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH BOSTON COLLEGE. THESE DISCLOSURES ARE REVIEWED BY THE FINANCIAL VICE PRESIDENT AND TREASURER AND HIS STAFF. THE FINANCIAL VICE PRESIDENT AND TREASURER PREPARES A REPORT OF ALL CONFLICTS FOR REVIEW WITH THE PRESIDENT, EXECUTIVE VICE PRESIDENT, AND GENERAL COUNSEL. FOLLOWING THEIR REVIEW, THE REPORT IS REVIEWED WITH THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND THE CHAIRMAN OF THE BOARD OF TRUSTEES. ALL CONFLICT SITUATIONS ARE RESOLVED AT THIS FINAL REVIEW IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - POLICIES, QUESTIONS 15A & B BOSTON COLLEGE'S PRESIDENT IS A MEMBER OF THE SOCIETY OF JESUS. THE COMPENSATION AND BENEFITS OF WILLIAM P. LEAHY S.J., ALONG WITH OTHER MEMBERS OF THE JESUIT COMMUNITY WHO PROVIDE SERVICES TO BOSTON COLLEGE, ARE PAID TO THE JESUIT COMMUNITY. TOTAL PAYMENTS TO THE JESUIT COMMUNITY IN FY'24 WERE $5,898,318. FOR ALL OFFICERS AND KEY EMPLOYEES, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE EXECUTIVE COMMITTEE CONSIDERS MARKET DATA AND ANALYSES. THE COMMITTEE'S DELIBERATIONS ARE REFLECTED IN ITS MINUTES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION C - DISCLOSURE, LINE 19 BOSTON COLLEGE MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 FAS106 GAIN/(LOSS): ($2,806,401) FX EXCHANGE GAIN/(LOSS): ($46,968) LIFE INCOME VALUE ADJUSTMENTS: ($1,048,742) LOSS ON WRITE-OFF OF GIFTS/PLEDGES: ($2,542,721) TOTAL: ($6,444,832) BOSTON COLLEGE ALUMNI ASSOCIATION LLC 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 ALUM. REL MA 0 BC BOSTON COLLEGE IRELAND LIMITED 43 St Stephens Green DUBLIN EI EDUCATION EI 501(C)(3) BC true HYPERPLANE OPPORTUNITIES I LP 137 NEWBURY STREET 8TH FLOOR BOSTON MA 02116 871348735 INVESTMENTS MA BC EXCLUDED 0 3563845 false 0 false 0.50900 RAVENSWOOD GLOBAL FOCUS FUND LP 7900 WESTPARK DRIVE MCLEAN VA 22102 934773481 INVESTMENTS VA BC EXCLUDED 0 24491210 false 0 false 0.91760 CHARITABLE REMAINDER TRUSTS (18) SUPPORT MA NA T true CHARITABLE REMAINDER TRUSTS (1) SUPPORT PA NA T true OTHER TRUSTS (4) SUPPORT MA NA T true POOLED LIFE INCOME FUND (1) SUPPORT MA NA T true false true false false false false false false false false false true false false false true false true true BOSTON COLLEGE IRELAND LIMITED L 114568 FMV BOSTON COLLEGE IRELAND LIMITED P 56217 FMV BOSTON COLLEGE IRELAND LIMITED R 767769 FMV HYPERPLANE OPPORTUNITIES I LP s 521199 FMV RAVENSWOOD GLOBAL FOCUS FUND LP B 25000000 FMV FORM 990, SCHEDULE R, PART IV, LINE 1 CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS AND PENNSYLVANIA.