2014-04-10T09:33:29-05:00 2013-05-31 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2012-06-01 042103545 TRUSTEES OF BOSTON COLLEGE % JOYCE KING TRUS 6175522481 140 COMMONWEALTH AVENUE 129 Lake Street Suite Room 440 CHESTNUT HILL MA 02467 PETER C MCKENZIE 6175522481 2014-04-07 true PRICEWATERHOUSECOOPERS LLP 6175305000 2012 2015-11-30 17:44:51Z X WILLIAM P LEAHY SJ 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 1651231337 false X www.bc.edu X 1864 MA SEE SCHEDULE O 51 39 11717 1 3526717 138347773 117173398 670677612 695125080 82844632 105853465 -3180616 -2929104 888689401 915222839 148612799 159653117 0 0 411377816 424633677 0 0 17009085 244808978 252323342 804799593 836610136 83889808 78612703 3394745931 3636769805 995896310 967407370 2398849621 2669362435 X SEE SCHEDULE O false false 408387526 159557107 522767013 INSTRUCTION - INCLUDES EXPENDITURES TO PROVIDE COURSEWORK FOR STUDENTS AND TO PROVIDE FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS. FULL-TIME EQUIVALENT ENROLLMENTS WERE 13,420 AND THE NUMBER OF DEGREES CONFERRED WAS 4,197. 157167450 0 143308766 AUXILIARY SERVICES - INCLUDES EXPENDITURES FOR THE SELF-SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATIONS OF 29 RESIDENCE HALLS, 14 DINING FACILITIES, 27 NCAA DIVISION I ATHLETIC TEAMS, BOOKSTORE AND INFIRMARY. 109674697 0 0 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 2.7 MILLION VOLUMES SERVING THE UNIVERSITY AND SURROUNDING COMMUNITY. 40849483 96010 29049301 716079156 true true false true false false false true true true true true false false true false true false true true true true false false true false false false true true true true false false false false true false false true true true true false false true true true false false false true 1917 0 true 11717 true true true false false false false true true false false false false X 51 39 true false false false false false false true true false false true true true true true true true true false MA X X JOYCE KING 6175524598 CONTROLLERS OFFICE 140 COMM AVE CHESTNUT HILL MA 024673800 KATHLEEN M MCGILLYCUDDY 1.0 X JOHN F FISH 1.0 X DRAKE G BEHRAKIS 1.0 X 0 0 PATRICIA L BONAN 1.0 X 0 0 MATTHEW J BOTICA 1.0 X 0 0 CATHY M BRIENZA 1.0 X 0 0 KAREN IZZI BRISTING 1.0 X 0 0 JOHN E BUEHLER JR 1.0 X 0 0 PATRICK CARNEY 1.0 X THE HON DARCEL D CLARK 1.0 X 0 0 JUAN A CONCEPCION ESQ 1.0 X 5500 0 MARGOT C CONNELL DBA 1.0 X 0 0 JOHN M CONNORS JR 1.0 X 0 0 ROBERT J COONEY ESQ 1.0 X 0 0 KATHLEEN A CORBET 1.0 X 0 0 LEO J CORCORAN ESQ 1.0 X 0 0 ROBERT F COTTER 1.0 X 0 0 CLAUDIA HENAO DE LA CRUZ 1.0 X 0 0 MICHAEL H DEVLIN II 1.0 X JOHN R EGAN 1.0 X 0 0 MARIO J GABELLI 1.0 X SUSAN MCMANAMA GIANINNO 1.0 X 0 0 JANICE GIPSON 1.0 X 0 0 CHRISTIAN WE HAUB 1.0 X 0 0 MICHAELA MURPHY HOAG 1.0 X 0 0 JAMES L HOOLEY III 1.0 X T FRANK KENNEDY SJ 1.0 X 0 0 JOHN L LAMATTINA 1.0 X 0 0 TIMOTHY R LANNON SJ 1.0 X 0 0 WILLIAM P LEAHY SJ 40.0 X X 0 0 PETER S LYNCH LLD 1.0 X 0 0 THOMAS J MALONEY 1.0 X 0 0 DOUGLAS W MARCOUILLER SJ 1.0 X 0 0 PETER K MARKELL 1.0 X 0 0 DAVID M MCAULIFFE 1.0 X 0 0 WILLIAM S MCKIERNAN 1.0 X 0 0 ROBERT J MORRISEY ESQ 1.0 X 0 0 JOHN V MURPHY 1.0 X 0 0 R MICHAEL MURRAY JR 1.0 X STEPHEN P MURRAY 1.0 X BRIEN M O'BRIEN 1.0 X DAVID P O'CONNOR 1.0 X REV NICHOLAS A SANNELLA 1.0 X PHILLIP W SCHILLER 1.0 X SUSAN MARTINELLI SHEA 1.0 X MARIANNE D SHORT ESQ 1.0 X RALPH C STAYER 1.0 X PATRICK T STOKES 1.0 X RICHARD F SYRON 1.0 X 11121 ELIZABETH W VANDERSLICE 1.0 X DAVID C WEINSTEIN ESQ 1.0 X KELLI J ARMSTRONG 40.0 X 186478 75611 DANIEL F BOURQUE 40.0 X 241943 35456 MICHAEL J BOURQUE 40.0 X 276691 81236 JOHN T BUTLER SJ 40.0 X MARY LOU DELONG 40.0 X 259962 40345 TERRENCE P DEVINO SJ 40.0 X CUTBERTO GARZA 40.0 X 495733 37687 JAMES J HUSSON 40.0 X 397709 42960 THOMAS J KEADY 40.0 X 235769 40878 PATRICK J KEATING 40.0 X 459941 42960 THOMAS P LOCKERBY 40.0 X 275871 37960 JAMES P MCINTYRE 40.0 X 248841 41757 PETER C MCKENZIE 40.0 X 457490 42960 J DONALD MONAN SJ 40.0 X WILLIAM B NEENAN SJ 40.0 X PATRICK ROMBALSKI 40.0 X 256933 37494 LEO V SULLIVAN 40.0 X 265516 42266 DAVID QUIGLEY 40.0 X 310478 42960 EUGENE B DEFILIPPO 40.0 X 595124 42835 STEPHEN C DONAHUE 40.0 X 957503 37560 FRANK J SPAZIANI 40.0 X 1058103 42835 HASSAN TEHRANIAN 40.0 X 460057 0 86100 JEREMIAH F YORK 40.0 X 596015 42960 ALBERT L SKINNER 40.0 X 562792 0 8615570 0 894820 683 true true false WALSH BROTHERS INC 210 COMMERCIAL STREET BOSTON MA 02109 CONSTRUCTION 37087010 LEE KENNEDY CO INC 122 QUINCY SHORE DRIVE QUINCY MA 02171 CONSTRUCTION 3233758 HARRISON GLOBAL LLC- BOSTON COACH 70 FARGO STREET BOSTON MA 02210 BUSING COMPANY 3225840 RICHARD WHITE SONS INC 70 ROWE STREET AUBURNDALE MA 02466 CONSTRUCTION 2797099 DIMELLA SHAFFER ASSOC INC 281 SUMMER STREET BOSTON MA 02210 ARCHITECT 2786603 180 5073475 30522906 81577017 14227914 117173398 TUITION AND FEES 900099 522767013 522767013 SALES/SERVICES OF AUXILLARY ENTERPRISES 900099 143308766 142760785 547981 NON-GOVT GRANTS/F&A RECOVERY 900099 11038121 11038121 OTHER MISCELLANEOUS PROGRAM REVENUE 900099 18011180 18011180 695125080 19261207 2978736 16282471 10729 10729 513828 513828 4011216 8331341 -4320125 0 -4320125 -4320125 813291654 726710125 86581529 86581529 86581529 781656 5073475 967032 -185376 -185376 0 0 CHILD CARE 624410 610882 610882 VENDING 900099 451687 451687 1062569 915222839 694577099 3526717 99945625 0 159557107 159557107 96010 96010 0 4470428 833055 3163928 473445 150610 150610 323690063 244123597 70420129 9146337 22094659 16495213 4952055 647391 54046036 40349156 12113287 1583593 20181881 15067190 4523346 591345 0 1060764 447020 613744 598822 598822 75000 75000 0 12982519 12982519 30975213 24012257 5416372 1546584 447494 403953 39663 3878 10285648 6714433 2321801 1249414 4540156 91919 4376639 71598 0 29811199 13724466 16086733 16204065 14465084 1093814 645167 0 4463213 1473148 2443217 546848 29126344 26215009 2911335 0 51185345 44239784 6945561 0 COST OF GOODS SOLD 17167003 17167003 OPERATIONS & MAINT. ALLOC. 52475146 -52475146 DISPOSALS/WRITE-OFFS 4668989 4668989 MISCELLANEOUS 38731568 33309007 4919076 503485 836610136 716079156 103521895 17009085 4586759 4799056 5263747 3883402 197949514 181815465 21566392 21672353 5296288 4302380 0 0 77644819 77203776 381091 417702 9839779 10678183 1901612702 703482859 1154461525 1198129843 1018823364 1154556142 886019664 966490924 12482989 12390579 0 0 430000 430000 3394745931 3636769805 156744376 150055372 12142785 10112237 18294516 16365009 753252669 734765949 6667935 7023143 0 0 0 0 414000 288287 48380029 48797373 995896310 967407370 X 1254192768 1393290601 394737170 494175433 749919683 781896401 2398849621 2669362435 3394745931 3636769805 X 78612703 186500601 5399510 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 75000 false false 75000 false LOBBYING ACTIVITY EXPLANATION FORM 990, SCHEDULE C, PART II-B, LINE 1G 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 INSITUTIONAL 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. 209224 21288000 X X X false false true 1757446000 38088000 272617000 20724000 64465000 1613000 1981349000 1889079000 49701000 -100032000 17683000 62244000 1375000 1757446000 1647653000 56634000 264829000 17422000 61671000 944000 1889079000 1491158000 52099000 179298000 13487000 60792000 623000 1647653000 1849801000 109930000 -400708000 11055000 56199000 611000 1491158000 0.41463 0.39463 0.19075 false false 244982354 244982354 1214249596 457563252 756686344 42570056 30244858 12325198 180267028 145463365 34803663 219543668 70211384 149332284 1198129843 EQUITIES 918829584 F REAL ESTATE 47661340 F 966490924 0 DEPOSITS PAYABLE 13173852 US GOVERNMENT LOAN ADVANCES 35623521 48797373 940872458 186500601 -153661862 32838739 908033719 12982519 -5793399 7189120 915222839 670359644 3898864 3898864 666460780 12982519 157166837 170149356 836610136 SCHEDULE D, PART X, LINE 2 BOSTON COLLEGE'S FINANCIAL STATEMENTS DID NOT INCLUDE A FIN 48 FOOTNOTE. 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 FOR FUNDING THE COLLEGE'S GENERAL OPERATING ACTIVITIES AND FOR FUNDING SPECIFIC PURPOSES, EITHER RESTRICTED BY DONORS OR INTERNALLY DESIGNATED BY THE BOARD OF TRUSTEES. PART XI, LINE 2D STUDENT AID ($153,661,862) PART XI, LINE 4B FUNDRAISING DIRECT EXPENSES ($967,033) RENTAL EXPENSES ($8,331,341) AGENCY FUNDS & ROUNDING $3,504,975 ------------ TOTAL ($5,793,399) PART XII, LINE 2D FUNDRAISING DIRECT EXPENSES $967,033 RENTAL EXPENSES $8,331,341 POST RETIREMENT MEDICAL ($5,399,510) ------------ TOTAL $3,898,864 PART XII, LINE 4B STUDENT AID $153,661,862 AGENCY FUNDS & ROUNDING $3,504,975 ------------ TOTAL $157,166,837 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 IN THE STUDENT REGISTRATION MATERIALS, THE UNIVERSITY COURSE CATALOG AND JOB POSTINGS ON THE HUMAN RESOURCES WEBSITE. PART I, LINE 6A THE UNIVERSITY PARTICIPATES IN SEOG, PERKINS, WORK-STUDY, AND OTHER GOVERNMENTAL TITLE IV PROGRAMS. true Central America and the Caribbean 1 Program Services STUDY ABROAD, RESEARCH 88332 East Asia and the Pacific 1 Program Services STUDY ABROAD, RESEARCH 423691 Europe (Including Iceland and Greenland) 1 14 Program Services STUDY ABROAD, RESEARCH 5570364 Middle East and North Africa Program Services STUDY ABROAD, RESEARCH 150474 North America Program Services STUDY ABROAD, RESEARCH 663033 South America 2 Program Services STUDY ABROAD, RESEARCH 498592 Russia and the Newly Independent States Program Services RESEARCH 11575 Sub-Saharan Africa 1 Program Services STUDY ABROAD, RESEARCH 159502 South Asia 1 Program Services STUDY ABROAD, RESEARCH 21804 Central America and the Caribbean Investments 418713267 Europe (Including Iceland and Greenland) Investments 1278000 1 20 1 20 427578634 427578634 Europe (Including Iceland and Greenland) GENERAL SUPPORT 6000 AP CHECK Sub-Saharan Africa GENERAL SUPPORT 38000 AP CHECK Sub-Saharan Africa GENERAL SUPPORT 45010 WIRE TRANS Sub-Saharan Africa GENERAL SUPPORT 7000 WIRE TRANS true false true true true false PART I, LINE 2 BOSTON COLLEGE ISSUES GRANT FUNDS BASED UPON BUDGETED PROPOSALS AND RECEIVES REPORTS FROM THE GRANT RECIPIENTS TO MONITOR THE USE OF THESE AWARD FUNDS DURING AND AT THE END OF THE FUNDING PERIOD. PART II, LINE 1 FOREIGN GRANTS ARE TRACKED SEPERATELY IN THE ORGANIZATION'S GENERAL LEDGER. NIGHT AT POPS 3251136 2838406 412730 166269 205000 WALL ST DINNER 2603995 2235069 368926 360531 7400 227832 0 5855131 5073475 781656 526800 212400 227832 967032 -185376 true SCHOLARSHIPS TO STUDENTS 8133 159557107 PART I, LINE 2 - GRANT PROCEDURES BOSTON COLLEGE OFFERS GRANTS & LOANS TO STUDENTS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED. THEY MUST MEET ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE FACULTY & BOARD OF TRUSTEES AND ARE ADMINISTERED BY THE STUDENT AID 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. PART III, COLUMN (C) THE CASH GRANT IS REFLECTED ON STUDENTS ACCOUNTS. X X X X false true X X X true true false false false false false false false KELLI J ARMSTRONG 171678 0 14800 14511 61100 262089 0 DANIEL F BOURQUE 226843 0 15100 18420 17036 277399 0 MICHAEL J BOURQUE 260167 0 16524 21060 60176 357927 0 EUGENE B DEFILIPPO 537746 0 57378 25000 17835 637959 0 MARY LOU DELONG 219612 0 40350 22385 17960 300307 0 STEPHEN C DONAHUE 919692 0 37811 19600 17960 995063 0 CUTBERTO GARZA 463538 0 32195 20000 17687 533420 0 JAMES J HUSSON 369488 0 28221 25000 17960 440669 0 THOMAS J KEADY 219814 0 15955 22918 17960 276647 0 PATRICK J KEATING 427570 0 32371 25000 17960 502901 0 THOMAS P LOCKERBY 259438 0 16433 20000 17960 313831 0 JAMES P MCINTYRE 233966 0 14875 24013 17744 290598 0 PETER C MCKENZIE 426185 0 31305 25000 17960 500450 0 DAVID QUIGLEY 285460 0 25018 25000 17960 353438 0 PATRICK ROMBALSKI 222304 0 34629 19534 17960 294427 0 ALBERT L SKINNER 0 0 562792 0 0 562792 0 FRANK J SPAZIANI 1039184 0 18919 25000 17835 1100938 0 LEO V SULLIVAN 241794 0 23722 24518 17748 307782 0 HASSAN TEHRANIAN 449954 0 0 0 10103 0 25000 0 61100 0 546157 0 0 0 JEREMIAH F YORK 561743 0 34272 25000 17960 638975 0 SCHEDULE J, PART I THE UNIVERSITY PAID COMPENSATION AND BENEFITS OF $4,438,860 TO THE BOSTON COLLEGE COMMUNITY OF THE SOCIETY OF JESUS, THE FOUNDERS OF BOSTON COLLEGE, FOR INSTRUCTIONAL, ADMINISTRATIVE AND INSTITUTIONAL SERVICES, AS WELL AS FOR SERVICES RENDERED BY THE UNIVERSITY'S JESUIT OFFICERS. TRUSTEES ARE NOT COMPENSATED. 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. IN CONNECTION WITH ITS ATHLETICS PROGRAM, BC UTILIZES CHARTER TRAVEL. FOUR HIGHLY COMPENSATED INDIVIDUALS LISTED IN PART VII FLY WITH THE TEAM AS PART OF THEIR RESPONSIBILITIES AS EMPLOYEES OF BOSTON COLLEGE. IN CONNECTION WITH CERTAIN INTERNATIONAL TRAVEL, TWO OFFICERS TRAVELED FIRST CLASS FOR BUSINESS PURPOSES DURING 2012. HOUSING: AN OFFICER RECIEVED A HOUSING ALLOWANCE WHICH IS INCLUDED IN COLUMN B(III). TRAVEL FOR COMPANIONS: UNIVERSITY POLICY IS NOT TO REIMBURSE FOR COMPANION TRAVEL. DURING 2012, TWO HIGHLY COMPENSATED INDIVIDUALS LISTED IN PART VII HAVE HAD COMPANION TRAVEL AT NO ADDITIONAL COST TO THE COLLEGE. ADDITIONALLY, A HIGHLY COMPENSATED EMPLOYEE WAS ACCOMPANIED BY HIS SPOUSE ON COLLEGE TRAVEL. THE AIRFARE EXPENSE OF THE SPOUSE WAS TREATED AS NONTAXABLE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: FOUR HIGHLY COMPENSATED INDIVIDUALS AND AN OFFICER RECEIVE AN ANNUAL MEMBERSHIP TO A LOCAL COUNTRY CLUB. THE FULL VALUE WAS INCLUDED IN THEIR TAXABLE COMPENSATION. SCHEDULE J PART I, LINE 1B BOSTON COLLEGE HAS POLICIES THAT COVER FIRST CLASS AIR 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 ALBERT SKINNER SEPARATED FROM THE COLLEGE IN 2010. PURSUANT TO AN AGREEMENT UPON HIS SEPARATION AND CONTINGENT ON CERTAIN CONDITIONS, MR. SKINNER WILL RECEIVE PAYMENTS IN SATISFACTION OF THE REMAINING YEARS OF HIS CONTRACT. INCLUDED IN COLUMN (b)(iii) IS $500,000 PAID UNDER THIS AGREEMENT. SCHEDULE J PART I, LINE 4B IN PRIOR YEARS PAYMENTS TOTALING $735,430 WERE MADE TO A 457 (F) PLAN ON BEHALF OF ALBERT SKINNER. PAYMENTS WERE TAXED IN THE YEAR CREDITED TO THE ACCOUNT. UPON HIS SEPARATION IN 2010, MR. SKINNER BEGAN TO RECEIVE PAYMENTS UNDER THE PLAN. INCLUDED IN COLUMN (B)(III) IS PAYMENT OF $62,792 IN CONNECTION WITH THIS PLAN. IN PRIOR YEARS PAYMENTS WERE MADE TO A 457(F) PLAN ON BEHALF OF EUGENE B. DEFILIPPO. AMOUNTS CONTRIBUTED UNDER THE PLAN WILL BE DISTRIBUTED UPON MR. DEFILIPPO ATTAINING THE AGE OF 65 OR UPON HIS EARLIER DEATH OR DISABILITY PROVIDED HE REMAINS EMPLOYED BY THE ORGANIZATION AT THE TIME OF THE DISTRIBUTION EVENT. IN PRIOR YEARS PAYMENTS WERE MADE TO A 457(F) PLAN ON BEHALF OF JEREMIAH F. YORK. AMOUNTS CONTRIBUTED UNDER THE PLAN WILL BE DISTRIBUTED UPON MR. YORK ATTAINING THE AGE OF 65 OR UPON HIS DEATH PROVIDED HE REMAINS EMPLOYED BY THE ORGANIZATION AT THE TIME OF THE DISTRIBUTION EVENT. A MASS HEFA - SERIES N 042456011 57585K6M5 2003-09-04 122456271 SEE PART VI false false false B MASS DEVELOPMENT FINANCE AGENCY - SERIES P 043431814 57583RPC3 2007-07-26 180931618 SEE PART VI false false false C MASS DEVELOPMENT FINANCE AGENCY - SERIES Q1 Q2 043431814 57583RL45 2009-05-21 104818300 SEE PART VI false false false D MASS DEVELOPMENT FINANCE AGENCY - SERIES R1 R2 043431814 57583R4M4 2010-11-16 215755525 SEE PART VI false false false A 24490000 0 125370094 0 5895012 0 787521 0 0 77272346 41415215 0 2008 true true true true B 0 0 183728858 0 3421377 0 958893 0 0 99667378 79681210 0 2010 true true true true C 10660000 0 104968137 0 198197 0 583495 0 0 76951640 27234805 0 2012 true false true true D 9825000 0 215831785 0 7332415 0 1163025 0 0 98286765 105487563 3562017 true false false true A false false true true true true 0.01300 0.01300 false false false true B false false true true true true 0.01000 0.00100 0.01100 false false false true C false false true true true true 0.00500 0.00500 false false false true D false false true true true true 0 false false false true A false true false false 0 true AGEON ISTL MKTS 2.6 true true true B false true false false 0 true RABOBANK INTERNTL 2.5 true 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 0 a. PARTIAL REFUNDING MHEFA SERIES J (8/12/91), SERIES K (11/16/93), REFUNDING MHEFA POOL J-2 (6/8/95) / J-3 (7/23/96) - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. B. PARTIAL REFUNDING MHEFA SERIES K (11/16/93), REFUNDING MHEFA POOL E (4/25/91), PROPERTY ACQUISITION - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. C. REFUNDING BANK OF AMERICA, LINE OF CREDIT (12/10/08), PROPERTY ACQUISTION - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. D. REFUNDING MHEFA SERIES L (9/25/98) - 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 2(C), COLUMN(A) THE REBATE COMPUTATION WAS PERFORMED ON 9/4/2008. PART IV, LINE 2(C), COLUMN(C) THE REBATE COMPUTATION WAS PERFORMED ON 5/21/2012. STEVE ADDAZIO FBALL COACH MORTGAGE X 500000 500000 false false true EUGENE DEFILIPPO DIR ATHL MORTGAGE X 450000 450000 false false true STEPHEN DONAHUE BBALL COACH MORTGAGE X 600000 600000 false false true JAMES HUSSON SR VP ADVAN MORTGAGE X 500000 500000 false true true THOMAS LOCKERBY VP DEVELOP MORTGAGE X 380000 380000 false true true PATRICK KEATING EXEC VP MORTGAGE X 292500 292500 false true true PATRICK ROMBALSKI VP STUD AFF MORTGAGE X 400000 400000 false true true ALBERT L SKINNER FM BBALL CO MORTGAGE X 650000 650000 false false true JEREMIAH YORK HOCKEY COACH MORTGAGE X 150000 150000 false false true DAVID QUIGLEY DEAN OF ARTS MORTGAGE X 200000 140000 false true true DAVID QUIGLEY DEAN OF ARTS MORTGAGE X 250000 239880 false true true 4302380 FIDELITY INVESTMENTS TRUSTEE IS AN OFFICER 825282 INVESTMENT FEES false BOSTON COACH TRUSTEE IS AN OFFICER 2810619 BUS SERVICE CONTRACT false GAMCO INVESTORS TRUSTEE OFFCR/TRUSTEE DIR 442334 INVESTMENT FEES false TCV PARTNERS TRUSTEE'S SPOUSE IS OFF. 274902 INVESTMENT FEES false HIGHBROOK CAPITAL TRUSTEE IS AN OFFICER 157576 INVESTMENT FEES false APPLE INC TRUSTEE IS AN OFFICER 904923 IT VENDOR false US BANK TRUSTEE IS AN OFFICER 290155 PCARD SERVICES false OPPENHEIMER TRUSTEE IS AN OFFICER 706938 INVESTMENT FEES false STATE STREET TRUSTEE IS AN OFFICER 228174 CUSTODY/PLANNED GIVING FEES false PAR 4 TECHNOLOGY GROUP EMC TRUSTEE IS AN OFFICER 639109 IT VENDOR false MICHAEL F MCKENZIE SON OF TREASURER 48900 EMPLOYEE AT BOSTON COLLEGE false X 7 209224 OPINION OF EXPERTS X 61687 OPINION OF EXPERTS X 1 18000 RETAIL SELLING PRICE X 250 13793083 MARKET VALUE X COMPUTER EQUIPMENT 1 99539 RETAIL SELLING PRICE X OTHER EQUIPMENT AND GOODS 11 46381 RETAIL SELLING PRICE false true false SCHEDULE M, PART I, COLUMN (B) COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. MISSION FORM 990, PART I, LINE 1 AND PART III, LINE 1 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 PUBLIC SERVICE AND STUDENT AGENCIES AND OTHER MISCELLANEOUS PROGRAM REVENUES AND EXPENSES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION A - QUESTION 2 MARGOT CONNELL IS THE CHAIRMAN OF CONNELL LIMITED PARTNERS AND ROBERT MORRISSEY SITS ON THE BOARD OF DIRECTORS. MARIO GABELLI IS CHAIRMAN OF GAMCO INVESTORS, INC. AND ROBERT MORRISSEY IS A DIRECTOR FOR SEVERAL GAMCO MUTUAL FUNDS. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - QUESTION 11 WORKING WITH PRICEWATERHOUSECOOPERS, LLP, THE FORM 990 IS PREPARED. THE FULL FORM 990 IS THEN REVIEWED BY SENIOR MANAGEMENT AND THE TRUSTEE FINANCE AND ADMINISTRATION COMMITTEE. THE FULL BOARD OF TRUSTEES IS PROVIDED A FULL COPY OF THE FINAL FORM 990 FOR REVIEW PRIOR TO FILING WITH THE IRS. 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 BOSTON COLLEGE COMMUNITY 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 BOSTON COLLEGE COMMUNITY OF THE SOCIETY OF JESUS OR BLESSED PETER FABER COMMUNITY OF THE SOCIETY OF JESUS. TOTAL PAYMENTS TO THE ORGANIZATIONS NOTED ABOVE IN FY13 WERE $4,438,860. FOR ALL OTHER OFFICERS, TRUSTEES, AND KEY EMPLOYEES, BOSTON COLLEGE HAS AN EXECUTIVE COMMITTEE THAT ACTS AS THE INDEPENDENT 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 VII, SECTION A RICHARD F. SYRON AND JUAN A. CONCEPCION, ESQ. RECEIVE NO COMPENSATION FOR HOLDING THE POSITION OF TRUSTEE. ALL OF THEIR COMPENSATION WAS FOR THEIR SERVICES AS PART-TIME FACULTY MEMBERS. FORM 990, PART XI, LINE 9 POST RETIREMENT MEDICAL 5,399,510. BOSTON COLLEGE ALUMNI ASSOCIATION LLC 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 ALUM. REL MA 0 BC CHARITABLE REMAINDER TRUSTS (13) SUPPORT MA NA T CHARITABLE REMAINDER TRUSTS (1) SUPPORT PA NA T OTHER TRUSTS (4) SUPPORT MA NA T POOLED LIFE INCOME FUND (1) SUPPORT MA NA T false false false false false false false false false false false false false false false false false FORM 990, SCHEDULE R, PART IV, LINE 1 CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS AND PENNSYLVANIA.