2020-04-15T15:12:16-05:00 2019-05-31 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2018-06-01 042103545 TRUSTEES OF BOSTON COLLEGE % JOYCE KING TRUS 6175522729 140 COMMONWEALTH AVENUE Suite 440 CHESTNUT HILL MA 02467 JOHN D BURKE FINANCE VP/TREASURER 6175522729 2020-04-09 true GWEN SPENCER P00641463 6175305000 2020-04-08 155.201.35.58 04363820201065000349 2020-04-15 P 7A22CE33FEE526C8FE72AA364C45FC50A7CC4F31 3D6C83B8BF6F8AF0A7FBD4F4E8FF25E2362F6E06 2018 2021-01-29 14:40:06Z WILLIAM P LEAHY SJ 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 2924424385 false X www.bc.edu X 1863 MA SEE SCHEDULE O 48 46 12494 56 -18675159 0 131641150 159699817 845482396 874877565 189070713 166369716 -2183668 -2222867 1164010591 1198724231 207239404 218977160 0 0 526990336 547097667 0 0 23635331 316938832 327567412 1051168572 1093642239 112842019 105081992 4851948400 4772401283 1392003823 1353729916 3459944577 3418671367 X SEE SCHEDULE O false false 526486240 217619538 668330401 INSTRUCTION - INCLUDES EXPENDITURES TO PROVIDE COURSEWORK FOR STUDENTS AND TO PROVIDE FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS. ENROLLMENTS WERE 14,559 AND THE NUMBER OF DEGREES CONFERRED WAS 4,115. 190622061 175994076 AUXILIARY SERVICES - INCLUDES EXPENDITURES FOR THE SELF-SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATIONS OF 30 RESIDENCE HALLS, 14 DINING FACILITIES, 31 NCAA DIVISION I ATHLETIC TEAMS, BOOKSTORE AND HEALTH SERVICES. 167817033 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 8 UNIVERSITY LIBRARY FACILITIES CONTAINING OVER 3.281 MILLION VOLUMES, OVER 45 THOUSAND SERIAL SUBSCRIPTIONS, AND OVER 300 THOUSAND GOVERNMENT DOCUMENTS SERVING THE UNIVERSITY AND SURROUNDING COMMUNITY. 59133109 1357622 30553088 944058443 true true false true false false false true true true true true false false true false false true true true true true false false true false false true true true true false false false false false true false false false true true true false false true true true false false false true 2113 0 true 12494 true true true false false false false true true false false false false true false X 48 46 true false false false false false false true true false false true true true true true true true true false CA IN MA X X JOYCE KING 6175523361 CONTROLLERS OFFICE 140 COMM AVE CHESTNUT HILL MA 024673800 PETER K MARKELL TRUSTEE - CHAIR 1.0 0.0 X 0 0 0 JOSEPH L HOOLEY III VICE CHAIR (UNTIL 9/18) 1.0 0.0 X 0 0 0 JOHN F FISH TRUSTEE-(VICE CHAIR FROM 9/18) 1.0 0.0 X 0 0 0 SUSAN MARTINELLI SHEA TRUSTEE - SECRETARY 1.0 0.0 X 0 0 0 STEVEN M BARRY TRUSTEE 1.0 0.0 X 0 0 0 DRAKE G BEHRAKIS TRUSTEE (FROM 9/18) 1.0 0.0 X 0 0 0 PATRICA LYNOTT BONAN TRUSTEE 1.0 0.0 X 0 0 0 KAREN IZZI BRISTING TRUSTEE 1.0 0.0 X 0 0 0 D SCOTT BROWN TRUSTEE 1.0 0.0 X 0 0 0 R NICHOLAS BURNS TRUSTEE (FROM 9/18) 1.0 0.0 X 0 0 0 PATRICK CARNEY TRUSTEE 1.0 0.0 X 0 0 0 DARCEL D CLARK TRUSTEE 1.0 0.0 X 0 0 0 CHARLES I CLOUGH JR TRUSTEE (UNTIL 9/18) 1.0 0.0 X 0 0 0 WILLIAM C CONNELL TRUSTEE 1.0 0.0 X 0 0 0 JOHN M CONNORS JR TRUSTEE (UNTIL 9/18) 1.0 0.0 X 0 0 0 ROBERT J COONEY TRUSTEE (UNTIL 9/18) 1.0 0.0 X 0 0 0 LEO J CORCORAN TRUSTEE 1.0 0.0 X 0 0 0 PAUL R COULSON TRUSTEE 1.0 0.0 X 0 0 0 CLAUDIA HENAO DE LA CRUZ TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL H DEVLIN II TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL E ENGH SJ TRUSTEE 1.0 0.0 X 0 0 0 MARIO J GABELLI TRUSTEE (UNTIL 9/18) 1.0 0.0 X 0 0 0 WILLIAM J GEARY TRUSTEE 1.0 0.0 X 0 0 0 JANICE GIPSON TRUSTEE 1.0 0.0 X 0 0 0 DAVID T GRIFFITH TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN POWERS HALEY TRUSTEE 1.0 0.0 X 0 0 0 CHRISTIAN W E HAUB TRUSTEE 1.0 0.0 X 0 0 0 DANIEL S HENDRICKSON SJ TRUSTEE 1.0 0.0 X 0 0 0 MICHAELA MURPHY HOAG TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN FLATLEY IX TRUSTEE 1.0 0.0 X 0 0 0 ROBERT L KEANE SJ TRUSTEE 1.0 0.0 X 0 0 0 ALFRED F KELLY JR TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM P LEAHY SJ PRESIDENT, TRUSTEE 40.0 0.0 X X 0 0 0 PETER S LYNCH TRUSTEE 1.0 0.0 X 0 0 0 MATTHEW F MALONE SJ TRUSTEE 1.0 0.0 X 0 0 0 DOUGLAS W MARCOUILLER SJ TRUSTEE 1.0 0.0 X 0 0 0 CARMINE A MARTIGNETTI TRUSTEE 1.0 0.0 X 0 0 0 DAVID M MCAULIFFE TRUSTEE (UNTIL 9/18) 1.0 0.0 X 0 0 0 KATHLEEN M MCGILLYCUDDY TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM S MCKIERNAN TRUSTEE (UNTIL 9/18) 1.0 0.0 X 0 0 0 DENISE M MORRISON TRUSTEE 1.0 0.0 X 0 0 0 JOHN C MORRISSEY III TRUSTEE 1.0 0.0 X 0 0 0 ROBERT F MORRISSEY TRUSTEE 1.0 0.0 X 0 0 0 DAVID P O'CONNOR TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN J PEMBERTON TRUSTEE 1.0 0.0 X 0 0 0 FRANK E PREVITE TRUSTEE 1.0 0.0 X 0 0 0 JONATHAN M RATHER TRUSTEE (From 9/18) 1.0 0.0 X 0 0 0 KENDALL B REID TRUSTEE (FROM 9/18) 1.0 0.0 X 0 0 0 NAVYN DATOO SALEM TRUSTEE 1.0 0.0 X 0 0 0 REV NICHOLAS A SANNELLA TRUSTEE 1.0 0.0 X 0 0 0 PHILIP W SCHILLER TRUSTEE 1.0 0.0 X 0 0 0 MARIANNE D SHORT TRUSTEE 1.0 0.0 X 0 0 0 KEVIN A SMART TRUSTEE (FROM 9/18) 1.0 0.0 X 0 0 0 RALPH C STAYER TRUSTEE 1.0 0.0 X 0 0 0 PATRICK T STOKES TRUSTEE (UNTIL 9/18) 1.0 0.0 X 0 0 0 ELIZABETH W VANDERSLICE TRUSTEE (UNTIL 9/18) 1.0 0.0 X 0 0 0 MICHAEL D WHITE TRUSTEE 1.0 0.0 X 0 0 0 KELLI J ARMSTRONG VP PLANNING & ASSESSMENT 40.0 0.0 X 270224 0 57750 CASEY BEAUMIERSJ VP & UNIV. SECTY. 40.0 0.0 X 0 0 0 DANIEL F BOURQUE VP FACILITIES MANAGEMENT 40.0 0.0 X 282149 0 57287 MICHAEL J BOURQUE VP INFORMATION TECHNOLOGY 40.0 0.0 X 363335 0 111659 JOHN D BURKE FIN. VP & TREASURER 40.0 0.0 X 408275 0 87413 JOHN T BUTLER SJ VP UNIV. MISSION & MINISTRY 40.0 0.0 X 0 0 0 JAMES J HUSSON SR. VP UNIVERSITY ADVANCEMENT 40.0 0.0 X 608602 0 87666 BARBARA JONES VP STUDENT AFF. (UNTIL 8/18) 40.0 0.0 X 309170 0 38847 THOMAS J KEADY VP GVT & COMMUNITY AFFAIRS 40.0 0.0 X 303008 0 60450 MICHAEL J LOCHHEAD EXECUTIVE VICE PRESIDENT 40.0 0.0 X 553459 0 52927 BETH E MCDERMOTT VP FOR DVLPMT(UNTIL 1/19) 40.0 0.0 X 374331 0 34925 JOY H MOORE INT. VP STDNT AFF. (FROM 8/18) 40.0 0.0 X 247469 0 48870 DAVID QUIGLEY PROVOST & DEAN OF FACULTIES 40.0 0.0 X 632289 0 61363 KEVIN J SHEA VP AND EXECUTIVE ASST. TO PRES 40.0 0.0 X 257585 0 58263 DAVID P TRAINOR VP HUMAN RESOURCES 40.0 0.0 X 419918 0 54222 JOHN J ZONA CHIEF INV. OFF. & ASSOC. TREAS 40.0 0.0 X 873447 0 331176 STEPHEN R ADDAZIO FOOTBALL COACH 40.0 0.0 X 2621616 0 57563 MARTIN D JARMOND ATHLETIC DIRECTOR 40.0 0.0 X 847899 0 60763 ANDREW C BOYNTON DEAN CSOM 40.0 0.0 X 574736 0 61372 JAMES P CHRISTIAN BASKETBALL COACH 40.0 0.0 X 1402826 0 56107 JEREMIAH F YORK HOCKEY COACH 40.0 0.0 X 622644 0 58748 JOSEPH F QUINN PROF & FORMER INTERIM PROVOST 40.0 0.0 X 329280 0 58931 12302262 0 1496302 1039 true true false SKANSKA USA BUILDING INC 101 SEAPORT BLVD BOSTON MA 02210 CONSTRUCTION 54705108 SUFFOLK CONSTRUCTION COMPANY INC 65 ALLERTON STREET BOSTON MA 02119 CONSTRUCTION 28175021 CONSIGLI CONSTRUCTION CO INC 72 SUMNER ST MILFORD MA 01757 CONSTRUCTION 13159239 BOND BROTHERS INC 10 CABOT ROAD SUITE 300 MEDFORD MA 02155 CONSTRUCTION 12106293 MCCOURT CONSTRUCTION 60 K STREET SOUTH BOSTON MA 02127 CONSTRUCTION 5371132 297 14821490 35066988 109811339 23472774 159699817 TUITION AND FEES 900099 668330401 668330401 SALES/SERVICES OF AUXILLARY ENTERPRISES 900099 175994076 175392052 602024 NON-GOVT GRANTS/F&A RECOVERY 900099 11346660 11346660 SALES/SERVICES OF EDUCATIONAL ACTIVITIES 900099 5380201 5380201 OTHER MISCELLANEOUS PROGRAM REVENUE 900099 13826227 13826227 874877565 35563847 -19277183 54841030 62514 62514 946692 946692 1461723 2756940 -1295217 0 -1295217 -1295217 1847392668 2281750 1717207499 1723564 130185169 558186 130743355 130743355 799844 14821490 4012151 -3212307 -3212307 0 0 0 0 0 0 CHILDREN'S CENTER 624410 720976 720976 VENDING 900099 616989 616989 1337965 1198724231 874275541 -18675159 183424032 1180372 1180372 217619538 217619538 177250 177250 0 7066231 1388832 5009629 667770 426501 426501 410331585 314923744 81677646 13730195 27642202 20946849 5747661 947692 76439278 57936163 15897257 2605858 25191870 19090024 5238162 863684 0 2163359 186761 1976598 654968 654968 75812 75812 0 18655432 18655432 41659875 34889495 5753320 1017060 548243 512410 35679 154 11148825 7366330 2543597 1238898 13971297 5902842 7926762 141693 0 31770566 12402847 19367719 21535824 19691019 854308 990497 0 5301648 1364217 3147134 790297 38708534 33868964 4839570 0 84591053 76003048 8588005 0 COST OF GOODS SOLD 18146091 18146091 OPERATIONS & MAINT. ALLOC. 62154289 -62154289 DISPOSALS/LOSSES 1145095 1145095 UBI TAXES 21376 21376 37469414 36735762 92119 641533 1093642239 944058443 125948465 23635331 9016729 10293861 8059854 7829199 181893131 165226285 30444209 33085044 3920421 5141349 0 0 68159170 60843958 384942 461662 6749333 7573510 2764293363 1054242050 1597695537 1710051313 1233745903 1097449758 1700766371 1663332544 11112800 11112800 0 0 0 0 4851948400 4772401283 230897393 223169324 8952080 10654051 17539867 15898154 638816497 614519297 8299821 9037667 0 0 3445000 2810000 450242279 444293795 33810886 33347628 1392003823 1353729916 X 1672742767 1680095169 762304470 683563519 1024897340 1055012679 3459944577 3418671367 4851948400 4772401283 X 105081992 -154182521 7827319 X false true X true true true X 183567050 210570096 171722628 131641150 159699817 857200741 0 0 183567050 210570096 171722628 131641150 159699817 857200741 44756144 812444597 29971669 26182476 32546697 43879651 57311959 189892452 0 0 0 0 0 0 1752615 1965244 1976491 1987232 2137809 9819391 1056912584 4033720061 0.76870 0.78696 X SCHEDULE A, PART II, LINE 10 THE TOTAL REPORTED ON LINE 10 IS COMPRISED OF EVENT INCOME, CHILDREN'S CENTER AND VENDING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 75812 false false 75812 false FORM 990, SCHEDULE C, PART II-B, LINE 1-G LOBBYING ACTIVITY EXPLANATION PAYMENTS FOR LOBBYING EXPENDITURES ARE MADE TO THE FOLLOWING: CASSIDY AND ASSOCIATES, INC. - ASSIST MANAGEMENT IN THE IDENTIFICATION, DEVELOPMENT, AND PRESENTATION OF INSTITUTIONAL INITIATIVES FOR CONSIDERATION BY COMMITTEES OF CONGRESS, FEDERAL REGULATORY AGENCIES, AND OTHERS; ACT AS LIAISON TO GOVERNMENT AGENCIES BY MONITORING AND REPORTING ON GOVERNMENTAL PROGRAMS AND LEGISLATION RELEVANT TO INSTITUTIONAL INITIATIVES. THE ORGANIZATION PAYS MEMBERSHIP DUES TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 2046750 30145221 X X X X false false true X 2567405000 45368000 -22123000 35048000 78967000 2506000 2474129000 2400473000 32545000 245387000 32394000 76099000 2507000 2567405000 2195667000 33086000 278834000 31250000 73575000 2289000 2400473000 2345990000 53622000 -99775000 28831000 72651000 2688000 2195667000 2198282000 88693000 155877000 26467000 68357000 2038000 2345990000 0.36880 0.42640 0.20480 false false 216093131 216093131 1727900415 707539220 1020361195 246127948 193657359 52470589 574171869 153045471 421126398 1710051313 EQUITIES 1197685226 F REAL ESTATE 107572256 F FIXED INCOME 149549280 F CASH 208525782 F 1663332544 0 DEPOSITS PAYABLE 14524734 US GOVERNMENT LOAN ADVANCES 18822894 33347628 SCHEDULE D, PART III, LINE 4 THE COLLECTIONS HELD BY BOSTON COLLEGE EDUCATE AND INSPIRE ITS STUDENTS AND FACULTY. SCHEDULE D, PART IV, LINE 2B STATE STREET HOLDS THE MAJORITY OF OUR TRUSTS. SCHEDULE D, PART V, LINE 4 THE INTENT OF THE ENDOWMENT FUND IS TO GENERATE INVESTMENT EARNINGS AS A SOURCE OF REVENUE TO SUPPORT STUDENT AID, INSTRUCTION, STUDENT FORMATION AND OTHER OPERATING ACTIVITIES OF THE UNIVERSITY RESTRICTED BY DONORS OR INTERNALLY DESIGNATED BY THE BOARD OF TRUSTEES. SCHEDULE D, PART X, LINE 2 BOSTON COLLEGE'S FINANCIAL STATEMENTS DID NOT INCLUDE A FIN 48 FOOTNOTE. true true true true true true true false false false false false false false false true false true NON-DISCRIMINATION POLICY 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. PART I, LINE 6A THE UNIVERSITY PARTICIPATES IN THE FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, PERKINS, FEDERAL WORK-STUDY AND OTHER FEDERAL TITLE IV AND HUMAN SERVICES PROGRAMS. true Europe (Including Iceland and Greenland) 4 555 Program Services STUDY AB, RSRCH, INSTR 6940821 Sub-Saharan Africa 46 Program Services RSRCH, STUDY AB, INSTR 1086853 East Asia and the Pacific 132 Program Services STUDY AB, RSRCH, INSTR 947992 North America 246 Program Services RESEARCH, INSTR, IT 751847 South America 57 Program Services STUDY AB, PUB SERVICE 359610 Middle East and North Africa 54 Program Services STUDENT SVCS, RESEARCH 220756 South Asia 35 Program Services RSRCH, ACADEMIC SUPP. 148572 Central America and the Caribbean 49 Program Services PUB SVC, INSTRUCTION 150283 Russia and the Newly Independent States 15 Program Services RESEARCH, INSTRUCTION 31013 Europe (Including Iceland and Greenland) 9 Fundraising 77543 Sub-Saharan Africa 3 Fundraising 1086 East Asia and the Pacific 7 Fundraising 106818 North America 4 Fundraising 14499 South Asia 3 Fundraising 29900 Central America and the Caribbean 3 Fundraising 2591 Sub-Saharan Africa 2 Grantmaking 147250 Central America and the Caribbean Grantmaking 30000 Central America and the Caribbean Investments 717184975 Europe (Including Iceland and Greenland) Investments 24224456 Sub-Saharan Africa Investments 17525218 4 1220 4 1220 11047434 758934649 769982083 Sub-Saharan Africa GENERAL SUPPORT 50000 WIRE TRANSFR Sub-Saharan Africa GENERAL SUPPORT 22250 WIRE TRANSFR Sub-Saharan Africa GENERAL SUPPORT 75000 WIRE TRANSFR Central America and the Caribbean GENERAL SUPPORT 30000 WIRE TRANSFR 4 0 true false true true true true PART I, LINE 2 BOSTON COLLEGE ISSUES GRANT FUNDS BASED UPON BUDGETED PROPOSALS AND RECEIVES REPORTS FROM THE GRANT RECIPIENTS TO MONITOR THE USE OF THESE AWARD FUNDS DURING AND AT THE END OF THE FUNDING PERIOD. PART I, LINE 3, COLUMN F THE ORGANIZATION REVIEWS ALL FOREIGN WIRE INFORMATION AND INTERNATIONAL TRAVEL EXPENSES FOR OVERSEAS PAYMENTS AND DISCUSSES WITH THE DEPARTMENTS ORIGINATING THE PAYMENTS TO DETERMINE IF THE PAYMENTS WERE FOR FOREIGN ACTIVITIES. THE FOREIGN EXPENDITURES ARE CAPTURED SEPARATELY IN THE ORGANIZATION'S ACCOUNTING SYSTEM AND AMOUNTS INCLUDED ON SCHEDULE F ARE PURSUANT TO THE ORGANIZATION'S ACCOUNTING SYSTEM. PART II, LINE 1 FOREIGN GRANTS ARE TRACKED SEPARATELY IN THE ORGANIZATION'S GENERAL LEDGER. NIGHT AT POPS 13451224 12807380 643844 972358 636703 1046838 737686 WALL ST DINNER 2170110 2014110 156000 28836 295106 19176 275448 0 15621334 14821490 799844 1001194 931809 1066014 1013134 4012151 -3212307 true GLORIOUS ORPHANAGE CORPORATION 674 CLAPBOARDTREE STREET WESTWOOD MA 02090 800553024 501(C)(3) 100000 GENERAL SUPPORT CITY OF BOSTON TRANSPORTATION DEPARTMENT BOSTON CITY HALL ROOM 721 BOSTON MA 02201 046001380 GOVT 106250 GENERAL SUPPORT THE FUND FOR PARKS AND RECREATION 1010 MASSACHUSETTS AVENUE 3RD FLOOR BOSTON MA 02118 042784811 GOVT 750000 GENERAL SUPPORT CITY OF NEWTON 1000 COMMONWEALTH AVENUE NEWTON MA 02459 046001404 GOVT 100000 GENERAL SUPPORT ALLSTON BRIGHTON COMMUNITY FUND 116 COLLEGE ROAD CHESTNUT HILL MA 02467 042304133 501(C)(3) 75000 GENERAL SUPPORT ALLSTON BRIGHTON COMMUNITY DEVELOPMENT 18R SHEPARD STREET 100 BRIGHTON MA 02135 042716278 501(C)(3) 20000 GENERAL SUPPORT 6 0 SCHOLARSHIPS TO STUDENTS 8649 217619538 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. PART III, COLUMN (C) THE CASH GRANT IS REFLECTED ON STUDENTS ACCOUNTS. SOME OF THE GRANTS LISTED MAY HOWEVER, BE PAID DIRECTLY TO THE STUDENT VIA ACCOUNTS PAYABLE AS A MONTHLY 'NON SERVICE STIPEND'. THE GRANTS ALSO INCLUDE BOOK VOUCHERS, LOAN FORGIVENESS AND CHILDREN'S CENTER AID. X X X X X false true X X X true true false false false false false true false KELLI J ARMSTRONG VP PLANNING & ASSESSMENT 236067 0 0 0 34157 0 24420 0 33330 0 327974 0 0 0 DANIEL F BOURQUE VP FACILITIES MANAGEMENT 264229 0 0 0 17920 0 27040 0 30247 0 339436 0 0 0 MICHAEL J BOURQUE VP INFORMATION TECHNOLOGY 328013 0 0 0 35322 0 27500 0 84159 0 474994 0 0 0 JOHN D BURKE FIN. VP & TREASURER 373753 0 0 0 34522 0 27500 0 59913 0 495688 0 0 0 JAMES J HUSSON SR. VP UNIVERSITY ADVANCEMENT 540918 0 0 0 67684 0 27500 0 60166 0 696268 0 0 0 BARBARA JONES VP STUDENT AFF. (UNTIL 8/18) 139603 0 0 0 169567 0 22000 0 16847 0 348017 0 0 0 THOMAS J KEADY VP GVT & COMMUNITY AFFAIRS 284042 0 0 0 18966 0 27500 0 32950 0 363458 0 0 0 MICHAEL J LOCHHEAD EXECUTIVE VICE PRESIDENT 447817 0 0 0 105642 0 22000 0 30927 0 606386 0 0 0 BETH E MCDERMOTT VP FOR DVLPMT(UNTIL 1/19) 358721 0 0 0 15610 0 22000 0 12925 0 409256 0 0 0 JOY H MOORE INT. VP STDNT AFF. (FROM 8/18) 230265 0 0 0 17204 0 18915 0 29955 0 296339 0 0 0 DAVID QUIGLEY PROVOST & DEAN OF FACULTIES 505992 0 0 0 126297 0 27500 0 33863 0 693652 0 0 0 KEVIN J SHEA VP AND EXECUTIVE ASST. TO PRES 240774 0 0 0 16811 0 24891 0 33372 0 315848 0 0 0 DAVID P TRAINOR VP HUMAN RESOURCES 292090 0 0 0 127828 0 22000 0 32222 0 474140 0 0 0 JOHN J ZONA CHIEF INV. OFF. & ASSOC. TREAS 592865 0 260840 0 19742 0 133887 0 197289 0 1204623 0 83192 0 STEPHEN R ADDAZIO FOOTBALL COACH 2404981 0 75000 0 141635 0 22000 0 35563 0 2679179 0 0 0 MARTIN D JARMOND ATHLETIC DIRECTOR 639380 0 50000 0 158519 0 22000 0 38763 0 908662 0 0 0 ANDREW C BOYNTON DEAN CSOM 551772 0 0 0 22964 0 27500 0 33872 0 636108 0 0 0 JAMES P CHRISTIAN BASKETBALL COACH 1378441 0 0 0 24385 0 22000 0 34107 0 1458933 0 0 0 JEREMIAH F YORK HOCKEY COACH 576262 0 0 0 46382 0 27500 0 31248 0 681392 0 0 0 JOSEPH F QUINN PROF & FORMER INTERIM PROVOST 306839 0 0 0 22441 0 27500 0 31431 0 388211 0 0 0 SCHEDULE J, PART I THE UNIVERSITY PAID COMPENSATION AND BENEFITS OF $4,812,112 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 OCCASSION FOR UNUSUALLY LONG FLIGHTS IT MAY BE PERMITTED PROVIDED THERE IS APPROVAL IN ADVANCE. IN CONNECTION WITH ITS ATHLETICS PROGRAM, CERTAIN TEAMS UTILIZE CHARTER TRAVEL. AS PART OF THEIR RESPONSIBILITIES, 4 HIGHLY COMPENSATED INDIVIDUALS FLEW CHARTER WITH THE ATHLETIC TEAMS AND 1 HIGHLY COMPENSATED EMPLOYEE TRAVELED FIRST CLASS. TRAVEL FOR COMPANIONS: UNIVERSITY POLICY IS NOT TO REIMBURSE FOR COMPANION TRAVEL. DURING CALENDAR YEAR 2018, 4 HIGHLY COMPENSATED INDIVIDUALS LISTED IN PART VII HAVE HAD COMPANION TRAVEL AT NO ADDITIONAL COST TO THE UNIVERSITY. GROSS-UP PAYMENTS: DURING CALENDAR YEAR 2018, TWO OFFICERS RECEIVED GROSS-UP PAYMENTS. THE FULL VALUE WAS INCLUDED IN THEIR TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: 4 HIGHLY COMPENSATED INDIVIDUALS AND 1 OFFICER RECEIVED AN ANNUAL MEMBERSHIP TO A LOCAL COUNTRY CLUB. THE FULL VALUE WAS INCLUDED IN EACH EMPLOYEE'S TAXABLE COMPENSATION. HOUSING ALLOWANCE: DURING CALENDAR YEAR 2018, ONE HIGHEST COMPENSATED EMPLOYEE RECEIVED A HOUSING ALLOWANCE. THE FULL VALUE WAS INCLUDED IN THE EMPLOYEE'S TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 1B BOSTON COLLEGE HAS POLICIES THAT COVER FIRST CLASS TRAVEL AND TRAVEL FOR COMPANIONS. SUCH TRAVEL IS GENERALLY NOT PERMITTED BUT IS APPROVED ON A CASE BY CASE BASIS AT THE VP LEVEL. SOCIAL CLUB DUES ARE PROVIDED IN ACCORDANCE WITH THE CONTRACTS OF THE INDIVIDUALS WHO RECEIVE THE BENEFIT AND ARE APPROVED. SCHEDULE J, PART I, LINE 4A BARBARA JONES RECEIVED $115,963 IN CONNECTION WITH HER RESIGNATION OF HER POSITION AND SEPARATION FROM THE COLLEGE. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). SCHEDULE J, PART I, LINE 4B AND 7 TERMS AND CONDITIONS OF DEFERRED PERFORMANCE COMPENSATION PLAN FOR INVESTMENT PROFESSIONALS: IN 2015 BOSTON COLLEGE ESTABLISHED A PERFORMANCE COMPENSATION PLAN ("PLAN") TO ASSIST WITH RECRUITMENT AND RETENTION OF ITS INVESTMENT OFFICE PROFESSIONALS. UNDER THE TERMS OF THE PLAN, PARTICIPANTS ARE ELIGIBLE FOR CERTAIN AWARDS BASED ON THE PERFORMANCE OF BOSTON COLLEGE'S INVESTMENTS EACH CALENDAR YEAR, AS MEASURED BY CERTAIN QUANTITATIVE AND QUALITATIVE FACTORS. A PORTION OF THE AWARD UNDER THE PLAN IS SUBJECT TO A TWO YEAR DEFERRAL PERIOD. FOR 2018, 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 2018 AND IS INCLUDED IN SCHEDULE J, PART II COLUMN (B)(II). THE AMOUNT IN SCHEDULE J, PART II COLUMN (F) WAS PREVIOUSLY 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. A MASS DFA - Series Q1 Q2 043431814 57583RL45 2009-05-21 104818300 SEE PART VI false false false B MASS DEVELOPMENT FINANCE AGENCY - SERIES R1 R2 043431814 57583R4M4 2010-11-16 215755525 SEE PART VI false false false C MASS DFA - SERIES S 043431814 57583UZQ4 2013-08-20 156252258 SEE PART VI false false false D MASS DFA - SERIES T 043431814 57584XK42 2017-01-31 141202852 SEE PART VI false false false A 40490000 0 104968137 0 198197 0 583495 0 0 76951640 27234805 0 2012 true false true true B 47655000 0 215832146 0 7332415 0 1163025 0 0 101849143 105487563 0 2014 true false true true C 28835000 0 156256983 0 3186815 0 676551 0 0 56818375 95575242 0 2016 true false true true D 0 0 141202852 0 0 0 922840 0 0 0 140280012 0 2010 false true true true A false true true true true true 0.00100 0.00100 false false false true B false true true true true true 0.00200 0.00200 false false false true C false true true true true true 0.00890 0.00890 false false false true D false true true true true true 0.01700 0.00100 0.01800 false false false true A false true false false 0 false 0 false true B false true false false 0 false 0 false true C false true false false 0 false 0 false true D false true false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, COLUMN F A. REFUNDING BANK OF AMERICA, LINE OF CREDIT (12/10/08), PROPERTY ACQUISITION - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. B. REFUNDING MHEFA SERIES L (9/25/98) - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. C. REFUNDING MHEFA SERIES N (9/04/03) - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. D. ADVANCE REFUNDING OF SERIES P (07/26/07) - 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, LINE 2C: THE REBATE CALCULATION DATES ARE FOLLOWS: SERIES Q: 5/21/2012; SERIES R: 5/13/2014; SERIES S: 8/31/2016 JAMES HUSSON SR VP ADV MORTGAGE X 500000 500000 false true true MICHAEL LOCHHEAD EXECUTIVE VP MORTGAGE X 600000 600000 false true true DAVID QUIGLEY PROVOST MORTGAGE X 250000 201849 false true true DAVID QUIGLEY PROVOST MORTGAGE X 200000 20000 false true true BARBARA JONES VP STUDENT AFF. MORTGAGE X 369500 369500 false true true DAVID TRAINOR VP HR MORTGAGE X 400000 400000 false true true JOHN D BURKE FIN. VP & TREASURER MORTGAGE X 600000 600000 false true true 2691349 SUFFOLK CONSTRUCTION CONTROLLED ORG OF TRUSTEE 13698892 CONSTRUCTION SERVICES false SCHEDULE L, PART IV IN FISCAL 2017 AND FISCAL 2019 BOSTON COLLEGE ENTERED INTO ARRANGEMENTS WITH SUFFOLK CONSTRUCTION COMPANY, INC. FOR THE CONSTRUCTION OF CERTAIN FACILITIES. THESE ARRANGEMENTS WERE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND WERE DETERMINED TO BE FAIR AND REASONABLE AND IN THE BEST INTERESTS OF BOSTON COLLEGE. IN ACCORDANCE WITH THE BOSTON COLLEGE CONFLICT OF INTEREST POLICY, THE RELATED TRUSTEE RECUSED HIMSELF FROM ALL DECISION MAKING ON THESE MATTERS. X 22 2080706 OPINION OF EXPERTS X 70582 OPINION OF EXPERTS X 343 20639415 MARKET VALUE X SPRINKLER SYSTEMS/EQUIP 1 503436 ACTUAL INVOICE PRICE X EVENTS/RECEPTIONS 19 144882 ACTUAL INVOICE PRICE X GAME TICKETS 2 7520 ACTUAL INVOICE PRICE X FLOWERS 1 26233 ACTUAL INVOICE PRICE 4 false true false SCHEDULE M, PART I, COLUMN (B) COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 AND PART III, LINE 1 MISSION STRENGTHENED BY MORE THAN A CENTURY AND A HALF OF DEDICATION TO ACADEMIC EXCELLENCE, BOSTON COLLEGE COMMITS ITSELF TO THE HIGHEST STANDARDS OF TEACHING AND RESEARCH IN UNDERGRADUATE, GRADUATE, AND PROFESSIONAL PROGRAMS AND TO THE PURSUIT OF A JUST SOCIETY THROUGH ITS OWN ACCOMPLISHMENTS, THE WORK OF ITS FACULTY AND STAFF, AND THE ACHIEVEMENTS OF ITS GRADUATES. IT SEEKS BOTH TO ADVANCE ITS PLACE AMONG THE NATION'S FINEST UNIVERSITIES AND TO BRING TO THE COMPANY OF ITS DISTINGUISHED PEERS AND TO CONTEMPORARY SOCIETY THE RICHNESS OF THE CATHOLIC INTELLECTUAL IDEAL OF A MUTUALLY ILLUMINATING RELATIONSHIP BETWEEN RELIGIOUS FAITH AND FREE INTELLECTUAL INQUIRY. BOSTON COLLEGE DRAWS INSPIRATION FOR ITS ACADEMIC AND SOCIETAL MISSION FROM ITS DISTINCTIVE RELIGIOUS TRADITION. AS A CATHOLIC AND JESUIT UNIVERSITY, IT IS ROOTED IN A WORLD VIEW THAT ENCOUNTERS GOD IN ALL CREATION AND THROUGH ALL HUMAN ACTIVITY, ESPECIALLY IN THE SEARCH FOR TRUTH IN EVERY DISCIPLINE, IN THE DESIRE TO LEARN, AND IN THE CALL TO LIVE JUSTLY TOGETHER. IN THIS SPIRIT, THE UNIVERSITY REGARDS THE CONTRIBUTION OF DIFFERENT RELIGIOUS TRADITIONS AND VALUE SYSTEMS AS ESSENTIAL TO THE FULLNESS OF ITS INTELLECTUAL LIFE AND TO THE CONTINUOUS DEVELOPMENT OF ITS DISTINCTIVE INTELLECTUAL HERITAGE. BOSTON COLLEGE PURSUES THIS DISTINCTIVE MISSION BY SERVING SOCIETY IN THREE WAYS: - BY FOSTERING THE RIGOROUS INTELLECTUAL DEVELOPMENT AND THE RELIGIOUS, ETHICAL, AND PERSONAL FORMATION OF ITS UNDERGRADUATE, GRADUATE, AND PROFESSIONAL STUDENTS IN ORDER TO PREPARE THEM FOR CITIZENSHIP, SERVICE, AND LEADERSHIP IN A GLOBAL SOCIETY; - BY PRODUCING NATIONALLY AND INTERNATIONALLY SIGNIFICANT RESEARCH THAT ADVANCES INSIGHT AND UNDERSTANDING, THEREBY BOTH ENRICHING CULTURE AND ADDRESSING IMPORTANT SOCIETAL NEEDS; AND - BY COMMITTING ITSELF TO ADVANCE THE DIALOGUE BETWEEN RELIGIOUS BELIEF AND OTHER FORMATIVE ELEMENTS OF CULTURE THROUGH THE INTELLECTUAL INQUIRY, TEACHING AND LEARNING, AND THE COMMUNITY LIFE THAT FORM THE UNIVERSITY. BOSTON COLLEGE FULFILLS THIS MISSION WITH A DEEP CONCERN FOR ALL MEMBERS OF ITS COMMUNITY, WITH A RECOGNITION OF THE IMPORTANT CONTRIBUTION A DIVERSE STUDENT BODY, FACULTY, AND STAFF CAN OFFER, WITH A FIRM COMMITMENT TO ACADEMIC FREEDOM AND WITH A DETERMINATION TO EXERCISE CAREFUL STEWARDSHIP OF ITS RESOURCES IN PURSUIT OF ITS ACADEMIC GOALS. 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. 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'19 WERE $4,812,112. 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): $11,118,532 FOREIGN CURRENCY EXCHANGE GAIN/(LOSS): $(280,120) LIFE INCOME VALUE ADJUSTMENTS: $(1,358,736) LOSS ON WRITE-OFF OF GIFTS/PLEDGES: $(1,652,357) TOTAL: $7,827,319 BOSTON COLLEGE ALUMNI ASSOCIATION LLC 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 ALUM. REL MA 0 BC CHARITABLE REMAINDER TRUSTS (17) SUPPORT MA NA T true CHARITABLE REMAINDER TRUSTS (1) SUPPORT PA NA T true OTHER TRUSTS (4) SUPPORT MA NA T true POOLED LIFE INCOME FUND (1) SUPPORT MA NA T true false false false false false false false false false false false false false false false false false false true FORM 990, SCHEDULE R, PART IV, LINE 1 CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS AND PENNSYLVANIA.