BOSTON COLLEGE TRUSTEES: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON COLLEGE TRUSTEES (EIN 04-2103545)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-15
- IRS object ID
- 202211059349301106
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-15T10:02:04-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF BOSTON COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LYNDSAY KING | InCareOfNm |
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 6175523363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 COMMONWEALTH AVENUE Suite 440 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN D BURKE | PersonNm |
| Person Title | FINANCE VP/TREASURER | PersonTitleTxt |
| Phone | 6175522481 | PhoneNum |
| Signature | 2022-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN D | PersonFirstNm |
| Person Last | BURKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWEN SPENCER | PreparerPersonNm |
| PTIN | P00641463 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2022-04-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM P LEAHY SJ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 COMMONWEALTH AVENUE440 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,727,005,561 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bc.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1863 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 52 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 50 | VotingMembersIndependentCnt |
| Total Employee | 11320 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | -$2,726,179 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $225,038,278 | PYContributionsGrantsAmt |
| CY Contributions Grants | $230,696,730 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $882,662,617 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $929,623,127 | CYProgramServiceRevenueAmt |
| PY Investment Income | $117,454,777 | PYInvestmentIncomeAmt |
| CY Investment Income | $298,748,878 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,033,009 | PYOtherRevenueAmt |
| CY Other Revenue | $25,896 | CYOtherRevenueAmt |
| PY Total Revenue | $1,223,122,663 | PYTotalRevenueAmt |
| CY Total Revenue | $1,459,094,631 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $228,262,630 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $242,956,064 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $556,640,608 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $564,053,864 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $22,859,902 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $324,577,017 | PYOtherExpensesAmt |
| CY Other Expenses | $341,969,269 | CYOtherExpensesAmt |
| PY Total Expenses | $1,109,480,255 | PYTotalExpensesAmt |
| CY Total Expenses | $1,148,979,197 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $113,642,408 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $310,115,434 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,201,949,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,311,936,438 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,626,351,056 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,585,677,586 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,575,597,951 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,726,258,852 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $553,143,906 | ExpenseAmt |
| Grant | $242,530,338 | GrantAmt |
| Revenue | $735,575,111 | RevenueAmt |
| Desc | INSTRUCTION - INCLUDES EXPENDITURES TO PROVIDE COURSEWORK FOR STUDENTS AND TO PROVIDE FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS. ENROLLMENTS WERE 15,409 AND THE NUMBER OF DEGREES CONFERRED WAS 4,267. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $206,799,617 | ExpenseAmt |
| Revenue | $157,527,501 | RevenueAmt |
| Desc | AUXILIARY SERVICES - INCLUDES EXPENDITURES FOR THE SELF-SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATIONS OF 32 RESIDENCE HALLS, 14 DINING FACILITIES, 31 NCAA DIVISION I ATHLETIC TEAMS, BOOKSTORE AND HEALTH SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $173,136,016 | ExpenseAmt |
| Desc | 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 3.306 MILLION VOLUMES, OVER 48 THOUSAND SERIAL SUBSCRIPTIONS, AND OVER 373 THOUSAND GOVERNMENT DOCUMENTS SERVING THE UNIVERSITY AND SURROUNDING COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $57,391,154 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $425,726 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $36,520,515 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $990,470,693 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1549 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11320 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 52 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 50 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNDSAY KING | PersonNm |
| Phone | 6175523363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CONTROLLERS OFFICE 140 COMM AVE | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024673800 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (75 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY HAFLEY | |||||||||
| HEAD COACH, FOOTBALL | 40.0 | 0.0 | Yes (X) | $2,938,035 | $0 | $30,877 | |||
| JAMES P CHRISTIAN | |||||||||
| BASKETBALL COACH (UNTIL 2/21) | 40.0 | 0.0 | Yes (X) | $1,428,053 | $0 | $58,986 | |||
| JOHN J ZONA | |||||||||
| CHIEF INV. OFF. & ASSOC. TREAS | 40.0 | 0.0 | $809,661 | $0 | $197,467 | Yes (X) | |||
| ANDREW C BOYNTON | |||||||||
| DEAN CSOM | 40.0 | 0.0 | Yes (X) | $743,582 | $0 | $64,463 | |||
| FRANK CIGNETTI | |||||||||
| ASSISTANT COACH, FOOTBALL | 40.0 | 0.0 | Yes (X) | $740,821 | $0 | $33,832 | |||
| PATRICK M KRAFT | |||||||||
| DIRECTOR OF ATHLETICS | 40.0 | 0.0 | Yes (X) | $747,988 | $0 | $13,463 | |||
| DAVID QUIGLEY | |||||||||
| PROVOST & DEAN OF FACULTIES | 40.0 | 0.0 | $658,665 | $0 | $64,366 | Yes (X) | |||
| JAMES J HUSSON | |||||||||
| SR. VP UNIVERSITY ADVANCEMENT | 40.0 | 0.0 | $597,213 | $0 | $122,354 | Yes (X) | |||
| MICHAEL J LOCHHEAD | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 2.0 | $513,534 | $0 | $196,907 | Yes (X) | |||
| JOHN D BURKE | |||||||||
| FIN. VP & TREASURER | 40.0 | 8.0 | $492,302 | $0 | $64,096 | Yes (X) | |||
| MICHAEL BOURQUE | |||||||||
| VP INFORMATION TECHNOLOGY | 40.0 | 0.0 | $377,793 | $0 | $89,128 | Yes (X) | |||
| AMY I YANCEY | |||||||||
| VP FOR DEVELOPMENT | 40.0 | 0.0 | $394,740 | $0 | $41,667 | Yes (X) | |||
| DAVID P TRAINOR | |||||||||
| VP HUMAN RESOURCES | 40.0 | 0.0 | $374,308 | $0 | $58,535 | Yes (X) | |||
| THOMAS J KEADY | |||||||||
| VP GVT & COMMUNITY AFFAIRS | 40.0 | 0.0 | $313,840 | $0 | $64,047 | Yes (X) | |||
| DANIEL BOURQUE | |||||||||
| VP FACILITIES MANAGEMENT | 40.0 | 2.0 | $292,944 | $0 | $59,863 | Yes (X) | |||
| KEVIN J SHEA | |||||||||
| VP AND EXECUTIVE ASST. TO PRES | 40.0 | 0.0 | $291,253 | $0 | $61,107 | Yes (X) | |||
| MARA L HERMANO | |||||||||
| VP INSTL RESEARCH & PLANNING | 40.0 | 2.0 | $325,828 | $0 | $21,803 | Yes (X) | |||
| JOY H MOORE | |||||||||
| VP/EXEC. DIR. PMISS | 40.0 | 2.0 | $283,321 | $0 | $54,575 | Yes (X) | |||
| JOHN F FISH | |||||||||
| TRUSTEE - CHAIR (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| PHILIP W SCHILLER | |||||||||
| TRUSTEE-VICE CHAIR (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN MARTINELLI SHEA | |||||||||
| TRUSTEE - SECRETARY | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| GUIDO BARILLA | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN M BARRY | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DRAKE G BEHRAKIS | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| PATRICIA LYNOTT BONAN | |||||||||
| TRUSTEE (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| D SCOTT BROWN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| AMB R NICHOLAS BURNS | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JAMES D CAREY | |||||||||
| TRUSTEE (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| PATRICK CARNEY | |||||||||
| TRUSTEE (UNTIL 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| HON DARCEL D CLARK | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHELLE R CODRINGTON | |||||||||
| TRUSTEE (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM C CONNELL | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT J COONEY | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LEO J CORCORAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| PAUL R COULSON | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL H DEVLIN II | |||||||||
| TRUSTEE (UNTIL 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REV MICHAEL E ENGH SJ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM J GEARY | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JANICE GIPSON | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| PATRICK W GRADY | |||||||||
| TRUSTEE (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DAVID T GRIFFITH | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KATHLEEN POWERS HALEY | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REV DANIEL HENDRICKSON SJ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHAELA MURPHY HOAG | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KATHLEEN FLATLEY IX | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REV ROBERT L KEANE SJ | |||||||||
| TRUSTEE (UNTIL 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ALFRED F KELLY JR | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REV WILLIAM P LEAHY SJ | |||||||||
| PRESIDENT, TRUSTEE | 40.0 | 2.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| LISE LEIST | |||||||||
| TRUSTEE (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REV MATTHEW F MALONE SJ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REV DOUGLAS MARCOUILLER SJ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| PETER K MARKELL | |||||||||
| TRUSTEE - (CHAIR UNTIL 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CARMINE A MARTIGNETTI | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KATHLEEN M MCGILLYCUDDY | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DENISE M MORRISON | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOHN C MORRISSEY III | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT F MORRISSEY | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| BRIEN M O'BRIEN | |||||||||
| TRUSTEE (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DAVID P O'CONNOR | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REV CYRIL P OPEIL SJ | |||||||||
| TRUSTEE (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN J PEMBERTON | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JONATHAN M RATHER | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KENDALL B REID | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| NAVYN DATOO SALEM | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REV NICHOLAS A SANNELLA | |||||||||
| TRUSTEE (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MARC P SEIDNER | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MARIANNE D SHORT | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KEVIN A SMART | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SHELLY A STAYER | |||||||||
| TRUSTEE (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH W VANDERSLICE | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL D WHITE | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ELISA GABELLI WILSON | |||||||||
| TRUSTEE (FROM 9/20) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH EDER ZOBEL | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REV CASEY BEAUMIER SJ | |||||||||
| VP & UNIV. SECTY. | 40.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REV JOHN T BUTLER SJ | |||||||||
| VP UNIV. MISSION & MINISTRY | 40.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,323,881 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,297,536 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1158 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SUFFOLK CONSTRUCTION COMPANY INC | |||||
| 4700 WEST SAM HOUSTON PARKWAY NORTH | HOUSTON | TX | 77041 | CONSTRUCTION | $60,505,266 |
| WALSH BROTHERS INC | |||||
| 210 COMMERCIAL STREET | BOSTON | MA | 02109 | CONSTRUCTION | $15,396,921 |
| CONSIGLI CONSTRUCTION CO INC | |||||
| 72 SUMNER ST | MILFORD | MA | 01757 | CONSTRUCTION | $14,235,903 |
| MCCOURT CONSTRUCTION | |||||
| 60 K STREET | SOUTH BOSTON | MA | 02127 | CONSTRUCTION | $9,103,120 |
| CLINICAL RESEARCH SEQUENCING PLATFO | |||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | COVID-19 TESTING | $5,778,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 298 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $39,405,094 | GovernmentGrantsAmt |
| All Other Contributions | $191,291,636 | AllOtherContributionsAmt |
| Noncash Contributions | $30,362,672 | NoncashContributionsAmt |
| Total Contributions | $230,696,730 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | $735,575,111 | $735,575,111 | |
| SALES/SERVICES OF AUXILLARY ENTERPRISES | 900099 | $157,527,501 | $157,290,224 | $237,277 |
| NON-GOVT GRANTS/F&A RECOVERY | 900099 | $21,122,713 | $21,122,713 | |
| SALES/SERVICES OF EDUCATIONAL ACTIVITIES | 900099 | $5,253,406 | $5,253,406 | |
| OTHER MISCELLANEOUS PROGRAM REVENUE | 900099 | $10,144,396 | $10,144,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $929,623,127 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,388,827 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,963,456 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,352,283 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,208 | TotalRevenueColumnAmt |
| Exclusion | $53,208 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $556,494 | TotalRevenueColumnAmt |
| Exclusion | $556,494 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,553,710 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,039,113 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,485,403 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,485,403 | TotalRevenueColumnAmt |
| Exclusion | -$1,485,403 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,508,428,660 | SecuritiesAmt |
| Other | $1,750,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,263,121,817 | SecuritiesAmt |
| Other | $1,750,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $245,306,843 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,306,843 | TotalRevenueColumnAmt |
| Exclusion | $245,306,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CHILDREN'S CENTER | 624410 | $445,472 | $445,472 |
| VENDING | 900099 | $509,333 | $509,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $954,805 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,459,094,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $929,385,850 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,726,179 | UnrelatedBusinessRevenueAmt |
| Exclusion | $301,738,230 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,996 | TotalAmt |
| Program Services | $244,996 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,530,338 | TotalAmt |
| Program Services | $242,530,338 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,730 | TotalAmt |
| Program Services | $180,730 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,812,128 | TotalAmt |
| Program Services | $1,068,225 | ProgramServicesAmt |
| Management And General | $4,958,377 | ManagementAndGeneralAmt |
| Fundraising | $785,526 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,648,125 | TotalAmt |
| Program Services | $325,890,625 | ProgramServicesAmt |
| Management And General | $82,217,250 | ManagementAndGeneralAmt |
| Fundraising | $14,540,250 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,540,627 | TotalAmt |
| Program Services | $21,722,732 | ProgramServicesAmt |
| Management And General | $5,807,016 | ManagementAndGeneralAmt |
| Fundraising | $1,010,879 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,963,988 | TotalAmt |
| Program Services | $60,861,882 | ProgramServicesAmt |
| Management And General | $16,269,865 | ManagementAndGeneralAmt |
| Fundraising | $2,832,241 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,088,996 | TotalAmt |
| Program Services | $19,856,756 | ProgramServicesAmt |
| Management And General | $5,308,195 | ManagementAndGeneralAmt |
| Fundraising | $924,045 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,874,751 | TotalAmt |
| Program Services | $174,287 | ProgramServicesAmt |
| Management And General | $1,700,464 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,250 | TotalAmt |
| Management And General | $674,250 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
| Management And General | $75,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,985,890 | TotalAmt |
| Management And General | $27,985,890 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,493,113 | TotalAmt |
| Program Services | $41,262,829 | ProgramServicesAmt |
| Management And General | $6,630,553 | ManagementAndGeneralAmt |
| Fundraising | $599,731 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,536 | TotalAmt |
| Program Services | $199,621 | ProgramServicesAmt |
| Management And General | $12,297 | ManagementAndGeneralAmt |
| Fundraising | $618 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,622,159 | TotalAmt |
| Program Services | $6,662,390 | ProgramServicesAmt |
| Management And General | $3,213,633 | ManagementAndGeneralAmt |
| Fundraising | $746,136 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,236,644 | TotalAmt |
| Program Services | $5,972,278 | ProgramServicesAmt |
| Management And General | $8,972,792 | ManagementAndGeneralAmt |
| Fundraising | $291,574 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,691,989 | TotalAmt |
| Program Services | $17,297,189 | ProgramServicesAmt |
| Management And General | $18,394,800 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,039,078 | TotalAmt |
| Program Services | $5,966,016 | ProgramServicesAmt |
| Management And General | $61,013 | ManagementAndGeneralAmt |
| Fundraising | $12,049 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,111,422 | TotalAmt |
| Program Services | $1,782,608 | ProgramServicesAmt |
| Management And General | $43,712 | ManagementAndGeneralAmt |
| Fundraising | $285,102 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,560,063 | TotalAmt |
| Program Services | $39,881,003 | ProgramServicesAmt |
| Management And General | $5,679,060 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,997,525 | TotalAmt |
| Program Services | $83,875,084 | ProgramServicesAmt |
| Management And General | $10,122,441 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COST OF GOODS SOLD | $10,357,364 | $10,357,364 | |
| OPERATIONS & MAINT. ALLOC. | $66,746,204 | -$66,746,204 | |
| LICENSING/PERMITS/FEES | $9,523,645 | $9,523,645 | |
| SPECIAL HOUSING EXPENSES | $4,072,459 | $4,072,459 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,441,381 | TotalAmt |
| Program Services | $24,341,432 | ProgramServicesAmt |
| Management And General | $4,268,198 | ManagementAndGeneralAmt |
| Fundraising | $831,751 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,148,979,197 | TotalAmt |
| Program Services | $990,470,693 | ProgramServicesAmt |
| Management And General | $135,648,602 | ManagementAndGeneralAmt |
| Fundraising | $22,859,902 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,151,062 | BOYAmt |
| EOY | $19,315,052 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,959,107 | BOYAmt |
| EOY | $3,351,385 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,501,264 | BOYAmt |
| EOY | $187,174,775 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,948,847 | BOYAmt |
| EOY | $53,737,683 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,638,769 | BOYAmt |
| EOY | $2,539,015 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,511,458 | BOYAmt |
| EOY | $53,505,068 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,222 | BOYAmt |
| EOY | $315,119 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,104,281 | BOYAmt |
| EOY | $6,245,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,030,240,935 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,195,370,239 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,768,832,509 | BOYAmt |
| EOY | $1,834,870,696 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,404,018 | BOYAmt |
| EOY | $809,129,841 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,226,481,670 | BOYAmt |
| EOY | $3,330,680,302 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,112,800 | BOYAmt |
| EOY | $11,071,560 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,201,949,007 | BOYAmt |
| EOY | $6,311,936,438 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,627,191 | BOYAmt |
| EOY | $234,737,786 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,033,496 | BOYAmt |
| EOY | $16,757,653 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,001,954 | BOYAmt |
| EOY | $15,411,734 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,406,637 | BOYAmt |
| EOY | $560,992,525 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,449,903 | BOYAmt |
| EOY | $12,964,007 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,150,000 | BOYAmt |
| EOY | $1,460,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,380,117 | BOYAmt |
| EOY | $716,893,704 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,301,758 | BOYAmt |
| EOY | $26,460,177 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,351,056 | BOYAmt |
| EOY | $1,585,677,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,737,685,581 | BOYAmt |
| EOY | $2,043,556,175 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,837,912,370 | BOYAmt |
| EOY | $2,682,702,677 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,575,597,951 | BOYAmt |
| EOY | $4,726,258,852 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,201,949,007 | BOYAmt |
| EOY | $6,311,936,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $310,115,434 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $859,735,931 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$19,190,464 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,722,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,641,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,699,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,038,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $230,696,730 | CurrentTaxYearAmt |
| Total | $918,798,603 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,722,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,641,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,699,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,038,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $230,696,730 | CurrentTaxYearAmt |
| Total | $918,798,603 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $47,929,524 | SubstantialContributorsTotAmt |
| Public Support Total170 | $870,869,079 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,546,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,879,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,311,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,306,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,515,695 | CurrentTaxYearAmt |
| Total | $247,560,070 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,976,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,987,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,137,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,696,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $954,805 | CurrentTaxYearAmt |
| Total | $8,752,890 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,175,111,563 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,332,935,283 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74109 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | THE TOTAL REPORTED ON LINE 10 IS COMPRISED OF EVENT INCOME, CHILDREN'S CENTER AND VENDING. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $75,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $75,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-B, LINE 1-G | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $448,648 | RevenuesIncludedAmt |
| Assets Included | $33,361,342 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,579,462,000 | BeginningYearBalanceAmt |
| Contributions | $181,726,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,122,749,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,703,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $81,920,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,478,000 | AdministrativeExpensesAmt |
| End Year Balance | $3,761,836,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,474,129,000 | BeginningYearBalanceAmt |
| Contributions | $98,279,000 | ContributionsAmt |
| Investment Earnings Or Losses | $119,444,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,473,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $75,108,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,809,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,579,462,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,567,405,000 | BeginningYearBalanceAmt |
| Contributions | $45,368,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$22,123,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,048,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $78,967,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,506,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,474,129,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,400,473,000 | BeginningYearBalanceAmt |
| Contributions | $32,545,000 | ContributionsAmt |
| Investment Earnings Or Losses | $245,387,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,394,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $76,099,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,507,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,567,405,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,195,667,000 | BeginningYearBalanceAmt |
| Contributions | $33,086,000 | ContributionsAmt |
| Investment Earnings Or Losses | $278,834,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,250,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $73,575,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,289,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,400,473,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31070 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $203,790,379 | OtherCostOrOtherBasisAmt |
| Book Value | $203,790,379 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,981,446,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $798,073,538 | DepreciationAmt |
| Book Value | $1,183,372,689 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $275,646,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $212,394,402 | DepreciationAmt |
| Book Value | $63,251,809 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $569,358,118 | OtherCostOrOtherBasisAmt |
| Depreciation | $184,902,299 | DepreciationAmt |
| Book Value | $384,455,819 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,834,870,696 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITIES | $2,466,078,769 | F |
| REAL ESTATE | $258,862,269 | F |
| FIXED INCOME | $96,567,112 | F |
| CASH | $509,172,152 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,330,680,302 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS PAYABLE | $17,263,839 |
| US GOVERNMENT LOAN ADVANCES | $9,196,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,460,177 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART III, LINE 4 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NON-DISCRIMINATION POLICY | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 3 A DESCRIPTION OF THE UNIVERSITY NON-DISCRIMINATORY POLICY IS PUBLISHED VIA THE ADMISSIONS WEBSITE, THE STUDENT SERVICES WEBSITE REGISTRATION MATERIALS, THE UNIVERSITY CATALOG, AND JOB POSTINGS ON THE HUMAN RESOURCES WEBSITE. THE NOTICE FOR THE NON-DISCRIMINATORY POLICY IS ACCESSIBLE VIA LINK FROM THE UNIVERSITY'S HOMEPAGE. BOSTON COLLEGE MEETS THE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC 75-50, COVERING RACIAL NONDISCRIMINATION, BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM AROUND THE U.S. AND WORLD, ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (15 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 257 | Program Services | STUDY AB, INSTR, RSRCH | $1,829,757 |
| South America | 19 | Program Services | STUDY AB, RSRCH, INSTR | $64,753 |
| Russia and the Newly Independent States | 7 | Program Services | RESEARCH | $11,300 |
| South Asia | 10 | Program Services | INSTRUCTION, RSRCH | $31,178 |
| Central America and the Caribbean | 5 | Program Services | PUBLIC SVC, INSTRUCT | $17,875 |
| Middle East and North Africa | 5 | Program Services | ACADEMIC SUPP, RSRCH | $3,531 |
| East Asia and the Pacific | 66 | Program Services | STUDY AB, RSRCH, INSTR | $271,851 |
| Sub-Saharan Africa | 89 | Program Services | RSRCH, STUDY AB | $1,348,639 |
| North America | 79 | Program Services | RSRCH, INSTR, AUXILL. | $452,213 |
| Europe (Including Iceland and Greenland) | 3 | Fundraising | $1,350 | |
| North America | 9 | Fundraising | $14,045 | |
| Sub-Saharan Africa | 3 | Grantmaking | $180,730 | |
| Central America and the Caribbean | Investments | $1,525,019,870 | ||
| Sub-Saharan Africa | Investments | $29,088,533 | ||
| Europe (Including Iceland and Greenland) | Investments | $24,369,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 552 | SubtotalEmployeesCnt |
| Total Employee | 552 | TotalEmployeeCnt |
| Subtotal Spent | $1,582,705,492 | SubtotalSpentAmt |
| Total Spent | $1,607,075,359 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Sub-Saharan Africa | GENERAL SUPPORT | $36,530 | WIRE TRANSFR |
| Sub-Saharan Africa | GENERAL SUPPORT | $144,200 | WIRE TRANSFR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALLSTON BRIGHTON COMMUNITY FUND | |||||||
| 116 COLLEGE ROAD | CHESTNUT HILL | MA | 02467 | 042304133 | 501(C)(3) | $75,000 | GENERAL SUPPORT |
| BOSTON CHARITABLE TRUST FUND | |||||||
| BOSTON CITY HALL NO M-T | BOSTON | MA | 02201 | 046528581 | GOVT | $25,000 | GENERAL SUPPORT |
| FRANCISCAN MISSIONARY SISTERS FOR AFRICA | |||||||
| PO BOX 35095 | BRIGHTON | MA | 02135 | 237337822 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| JESUIT CONFERENCE OF CANADA AND THE USA | |||||||
| 1016 16TH ST NW 400 | WASHINGTON | DC | 20036 | 521614116 | 501(C)(3) | $100,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| SCHOLARSHIPS TO STUDENTS | 8946 | $242,437,470 | |||
| COMMUNITY OUTREACH | 526 | $24,985 | FMV | GROCERY GIFT CARDS | |
| COMMUNITY OUTREACH | 805 | $25,168 | FMV | DIAPERS | |
| COMMUNITY OUTREACH | 500 | $42,715 | FMV | GROCERIES/MEALS |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 COLLEGE 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 COLLEGE'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. |
| PART III, LINE 2 | THE UNIVERSITY DISTRIBUTED 526 $50 STOP & SHOP GROCERY GIFT CARDS (RECEIVED AT A DISCOUNT) TO LOCAL FOOD DISTRIBUTION SITES. PART III, LINE 3 THE UNIVERSITY DONATED 805 CASES OF DIAPERS VARIOUS FOR DISTRIBUTION AT LOCAL FOOD DISTRIBUTION SITES AND AT THE BC NEIGHBORHOOD CENTER. PART III, LINE 4 THE UNIVERSITY'S DINING SERVICES DIVISION PREPARED "COMPLETE" FROZEN MEALS FOR DISTRIBUTION AT LOCAL FOOD DISTRIBUTION SITES IN ADDITION TO PROVIDING THESE SITES WITH HIGH-DEMAND GROCERY ITEMS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL BOURQUE | ||||||||||||||
| VP FACILITIES MANAGEMENT | $274,324 | $0 | $0 | $0 | $18,620 | $0 | $28,057 | $0 | $31,806 | $0 | $352,807 | $0 | $0 | $0 |
| MICHAEL BOURQUE | ||||||||||||||
| VP INFORMATION TECHNOLOGY | $341,225 | $0 | $0 | $0 | $36,568 | $0 | $28,500 | $0 | $60,628 | $0 | $466,921 | $0 | $0 | $0 |
| JOHN D BURKE | ||||||||||||||
| FIN. VP & TREASURER | $387,238 | $0 | $0 | $0 | $105,064 | $0 | $28,500 | $0 | $35,596 | $0 | $556,398 | $0 | $0 | $0 |
| JAMES J HUSSON | ||||||||||||||
| SR. VP UNIVERSITY ADVANCEMENT | $563,627 | $0 | $0 | $0 | $33,586 | $0 | $28,500 | $0 | $93,854 | $0 | $719,567 | $0 | $0 | $0 |
| MARA L HERMANO | ||||||||||||||
| VP INSTL RESEARCH & PLANNING | $265,726 | $0 | $0 | $0 | $60,102 | $0 | $6,800 | $0 | $15,003 | $0 | $347,631 | $0 | $0 | $0 |
| THOMAS J KEADY | ||||||||||||||
| VP GVT & COMMUNITY AFFAIRS | $294,089 | $0 | $0 | $0 | $19,751 | $0 | $28,500 | $0 | $35,547 | $0 | $377,887 | $0 | $0 | $0 |
| MICHAEL J LOCHHEAD | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $464,216 | $0 | $0 | $0 | $49,318 | $0 | $22,800 | $0 | $174,107 | $0 | $710,441 | $0 | $0 | $0 |
| JOY H MOORE | ||||||||||||||
| VP/EXEC. DIR. PMISS | $246,390 | $0 | $0 | $0 | $36,931 | $0 | $22,636 | $0 | $31,939 | $0 | $337,896 | $0 | $0 | $0 |
| DAVID QUIGLEY | ||||||||||||||
| PROVOST & DEAN OF FACULTIES | $525,861 | $0 | $0 | $0 | $132,804 | $0 | $28,500 | $0 | $35,866 | $0 | $723,031 | $0 | $0 | $0 |
| KEVIN J SHEA | ||||||||||||||
| VP AND EXECUTIVE ASST. TO PRES | $249,985 | $0 | $25,826 | $0 | $15,442 | $0 | $25,826 | $0 | $35,281 | $0 | $352,360 | $0 | $0 | $0 |
| DAVID P TRAINOR | ||||||||||||||
| VP HUMAN RESOURCES | $357,666 | $0 | $0 | $0 | $16,642 | $0 | $22,800 | $0 | $35,735 | $0 | $432,843 | $0 | $0 | $0 |
| AMY I YANCEY | ||||||||||||||
| VP FOR DEVELOPMENT | $328,946 | $0 | $0 | $0 | $65,794 | $0 | $6,700 | $0 | $34,967 | $0 | $436,407 | $0 | $0 | $0 |
| JOHN J ZONA | ||||||||||||||
| CHIEF INV. OFF. & ASSOC. TREAS | $613,742 | $0 | $175,177 | $0 | $20,742 | $0 | $42,853 | $0 | $154,614 | $0 | $1,007,128 | $0 | $106,387 | $0 |
| ANDREW C BOYNTON | ||||||||||||||
| DEAN CSOM | $613,504 | $0 | $0 | $0 | $130,078 | $0 | $28,500 | $0 | $35,963 | $0 | $808,045 | $0 | $0 | $0 |
| JAMES P CHRISTIAN | ||||||||||||||
| BASKETBALL COACH (UNTIL 2/21) | $1,398,880 | $0 | $0 | $0 | $29,173 | $0 | $22,800 | $0 | $36,186 | $0 | $1,487,039 | $0 | $0 | $0 |
| FRANK CIGNETTI | ||||||||||||||
| ASSISTANT COACH, FOOTBALL | $730,992 | $0 | $0 | $0 | $9,829 | $0 | $0 | $0 | $33,832 | $0 | $774,653 | $0 | $0 | $0 |
| JEFFREY HAFLEY | ||||||||||||||
| HEAD COACH, FOOTBALL | $2,793,191 | $0 | $100,000 | $0 | $44,844 | $0 | $0 | $0 | $30,877 | $0 | $2,968,912 | $0 | $0 | $0 |
| PATRICK M KRAFT | ||||||||||||||
| DIRECTOR OF ATHLETICS | $373,664 | $0 | $0 | $0 | $374,324 | $0 | $0 | $0 | $13,463 | $0 | $761,451 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PAID COMPENSATION AND BENEFITS OF $4,991,083 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 HIS RESPONSIBILITIES, 1 OFFICER FLEW FIRST CLASS. GROSS-UP PAYMENTS: DURING CALENDAR YEAR 2020, 1 HIGHLY COMPENSATED INDIVIDUAL RECEIVED GROSS-UP PAYMENTS. THE FULL VALUE WAS INCLUDED IN THEIR TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: 1 HIGHLY COMPENSATED INDIVIDUAL AND 1 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 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 2020, 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 2020 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. IN ADDITION, ONE OFFICER 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). | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASS DFA - SERIES S | ||||||||
| A | 043431814 | 57583UZQ4 | 2013-08-20 | $156,252,258 | SEE PART VI | false | false | false |
| MASS DFA - SERIES T | ||||||||
| B | 043431814 | 57584XK42 | 2017-01-31 | $141,202,852 | SEE PART VI | false | false | false |
| MASS DFA - SERIES U | ||||||||
| C | 043431814 | 57584YZH5 | 2020-04-02 | $187,464,608 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $47,375,000 | $0 | $156,256,983 | $0 | $3,639,607 | $0 | $676,551 | $0 | $0 | $56,365,583 | $95,575,242 | $0 | 2016 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $141,202,852 | $0 | $0 | $0 | $922,840 | $0 | $0 | $0 | $140,280,012 | $0 | 2010 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $0 | $0 | $187,464,608 | $0 | $0 | $135,980,000 | $1,057,037 | $0 | $0 | $0 | $50,427,571 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00900 | 0.00000 | 0.00900 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.02810 | 0.02810 | false | false | false | Yes (true) | |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00060 | 0.00060 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||
| B | false | false | false | false | 0 | false | Yes (true) | Yes (true) | |
| 0 | |||||||||
| C | false | false | false | false | 0 | false | Yes (true) | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, COLUMN F | FormAndLineReferenceDesc |
| Explanation | 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. 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 | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (6 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| JAMES HUSSON | |||||||
| SR VP ADV | MORTGAGE | Yes (X) | $500,000 | $500,000 | false | Yes (true) | Yes (true) |
| MICHAEL LOCHHEAD | |||||||
| EXECUTIVE VP | MORTGAGE | Yes (X) | $600,000 | $600,000 | false | Yes (true) | Yes (true) |
| DAVID QUIGLEY | |||||||
| PROVOST | MORTGAGE | Yes (X) | $250,000 | $159,015 | false | Yes (true) | Yes (true) |
| JOHN BURKE | |||||||
| VP FINANCE | MORTGAGE | Yes (X) | $600,000 | $480,000 | false | Yes (true) | Yes (true) |
| AMY YANCEY | |||||||
| VP UNIV ADV | MORTGAGE | Yes (X) | $400,000 | $400,000 | false | Yes (true) | Yes (true) |
| DAVID TRAINOR | |||||||
| VP HR | MORTGAGE | Yes (X) | $400,000 | $400,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,539,015 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUFFOLK CONSTRUCTION | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CONTROLLED ORG OF TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $71,671,211 | TransactionAmt |
| Transaction | CONSTRUCTION SERVICES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | IN FISCAL 2017, FISCAL 2020, AND FISCAL 2021 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $322,503 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $188,460 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 450 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,373,288 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SPRINKLER SYSTEMS/EQUIP | 1 | $437,198 | ACTUAL INVOICE PRICE |
| Yes (X) | FLOWERS | 1 | $31,007 | ACTUAL INVOICE PRICE |
| Yes (X) | FOSSILS | 2 | $9,516 | ACTUAL INVOICE PRICE |
| Yes (X) | THEATER PROPS | 1 | $700 | ACTUAL INVOICE PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. VOLUNTEERS FORM 990, PART I, LINE 6 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. OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D EXPENDITURES FOR RESEARCH, PUBLIC SERVICE AND OTHER MISCELLANEOUS PROGRAM REVENUES AND EXPENSES. |
| FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE | SECTION A - QUESTION 2 DANIEL F. BOURQUE AND MICHAEL J. BOURQUE HAVE A FAMILY RELATIONSHIP. WILLIAM C. CONNELL AND ROBERT F. MORRISSEY HAVE A FAMILY RELATIONSHIP. ALFRED F. KELLY JR AND DENISE M. MORRISON HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - QUESTION 11 WORKING WITH PRICEWATERHOUSECOOPERS, 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 IS REVIEWED AT A FINANCE AND AUDIT COMMITTEE MEETING. UPON FINALIZATION AND PRIOR TO FILING, THE FORM 990 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'21 WERE $4,991,083. FOR ALL OTHER OFFICERS, TRUSTEES, AND KEY EMPLOYEES, BOSTON COLLEGE HAS AN EXECUTIVE COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE COMPENSATION 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 POST-RETIREMENT GAIN/(LOSS): $6,758,536 FOREIGN CURRENCY EXCHANGE GAIN/(LOSS): $661,834 LIFE INCOME VALUE ADJUSTMENTS: ($2,271,022) LOSS ON WRITE-OFF OF GIFTS/PLEDGES: ($24,339,812) TOTAL: ($19,190,464) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON COLLEGE ALUMNI ASSOCIATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 COMMONWEALTH AVENUE | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103545 | EIN |
| Primary Activities | ALUM. REL | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PINE MANOR COLLEGE | ||||||||||||||
| 400 Heath St | Chestnut Hill | MA | 02467 | 042321292 | EDUCATION | MA | 501(C)(3) | 2 | BC | Yes (true) | ||||
| BOSTON COLLEGE IRELAND LIMITED | ||||||||||||||
| EDUCATION | 501(C)(3) | BC | Yes (true) | 43 St Stephens Green | DUBLIN | EI | EI | |||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENHOUSE LONG ONLY ONSHORE FUND LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 S EXETER ST SUITE 1080 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 384100170 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $5,272,858 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $35,645,368 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.74461 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (18) | |||||||||||||
| SUPPORT | MA | NA | T | Yes (true) | |||||||||
| CHARITABLE REMAINDER TRUSTS (1) | |||||||||||||
| SUPPORT | PA | NA | T | Yes (true) | |||||||||
| OTHER TRUSTS (4) | |||||||||||||
| SUPPORT | MA | NA | T | Yes (true) | |||||||||
| POOLED LIFE INCOME FUND (1) | |||||||||||||
| SUPPORT | MA | NA | T | Yes (true) | |||||||||
| CLOUGH OFFSHORE FUND LTD | |||||||||||||
| INVESTMENT | BC | C | Yes (true) | CRICKET SQ HUTCHINS DR BOX 2681 | GRAND CAYMAN | CAYMAN ISLANDS | CJ | KY1-1111 | CJ | $417,940 | $21,843,054 | 0.50420 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PINE MANOR COLLEGE | ||
| S | $122,202,000 | FMV |
| PINE MANOR COLLEGE | ||
| R | $14,321,729 | FMV |
| PINE MANOR COLLEGE | ||
| K | $4,679,370 | FMV |
| PINE MANOR COLLEGE | ||
| L | $749,808 | FMV |
| BOSTON COLLEGE IRELAND LIMITED | ||
| R | $612,771 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART IV, LINE 1 | FormAndLineReferenceDesc |
| Explanation | CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS AND PENNSYLVANIA. | ExplanationTxt |
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