2026-04-03T10:28:30-04:00 2025-05-31 PwC US Tax LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2024-06-01 042103545 TRUSTEES OF BOSTON COLLEGE % LYNDSAY KING TRUS 6175523363 140 COMMONWEALTH AVENUE STE 440 CHESTNUT HILL MA 024673800 JOHN D BURKE FINANCE VP/TREASURER 6175522481 2026-03-31 true true P00977806 6175305000 2026-03-24 2024 2025-03-06 01:10:19Z WILLIAM P LEAHY SJ 140 COMMONWEALTH AVE 440 CHESTNUT HILL MA 02467 4182981036 false X www.bc.edu X 1863 MA SEE SCHEDULE O 49 47 12879 55 8393088 0 281958160 386737573 1094192441 1144175699 264240895 309991742 -2067278 -2372638 1638324218 1838532376 276062003 302752426 0 0 676956814 735498408 0 0 34858607 458693538 466003977 1411712355 1504254811 226611863 334277565 6914571277 7724895187 1761778626 2093699459 5152792651 5631195728 X SEE SCHEDULE O false false 697940637 295519345 884309007 INSTRUCTION - INCLUDES EXPENDITURES TO PROVIDE COURSEWORK FOR STUDENTS AND TO PROVIDE FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS. ENROLLMENTS WERE 15,474 AND THE NUMBER OF DEGREES CONFERRED WAS 4,500. 264623653 218839520 AUXILIARY SERVICES - INCLUDES EXPENDITURES FOR THE SELF-SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATIONS OF 36 RESIDENCE HALLS, 16 DINING FACILITIES, 31 NCAA DIVISION I ATHLETIC TEAMS, BOOKSTORE AND HEALTH SERVICES. 249223042 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 3.400 MILLION VOLUMES, OVER 205 THOUSAND SERIAL TITLES SERVING THE UNIVERSITY AND SURROUNDING COMMUNITY. 82643605 7233081 41027172 1294430937 true true false true false false false true true true true true false false true false false true true true true true false false true false false true true true true false false false false false true false false false true true true false false true true true true false false true X 2470 0 true 12879 true true true true SP FR IT EI false false false true true false false false false true false X 49 47 true false false false false false false true true false false false true true true true true true true false CA IN MA X X LYNDSAY KING 6175523363 CONTROLLERS OFFICE 140 COMM AVE CHESTNUT HILL MA 024673800 X WILLIAM J O'BRIEN HEAD COACH, FBALL (FROM 2/24) 40.0 0.0 X 3359931 0 36316 EARL GRANT HEAD COACH, MEN'S BASKETBALL 40.0 0.0 X 2574563 0 68840 JOHN J ZONA CHIEF INVESTMENT OFFICER 40.0 0.0 X 1098930 0 80569 BLAKE JAMES DIR. OF ATHLETICS 40.0 0.0 X 1082009 0 67248 ANDREW C BOYNTON DEAN CSOM 40.0 0.0 X 810870 0 77485 RONNIE SADKA HAUB FAMILY PROFESSOR 40.0 0.0 X 774913 0 76626 DAVID QUIGLEY PROVOST & DEAN OF FAC 40.0 0.0 X 766121 0 77157 ANDREW DAVIDSON SR.VP UNIV.ADVANCE 40.0 0.0 X 761558 0 70721 MICHAEL J LOCHHEAD EXECUTIVE VICE PRES 40.0 0.0 X 648914 0 146351 JOHN D BURKE FIN VP & TREASURER 40.0 0.0 X 570518 0 79987 DAVID P TRAINOR VP HUMAN RESOURCES 40.0 0.0 X 534745 0 78191 MICHAEL BOURQUE VP INFORMATION TECH 40.0 0.0 X 471008 0 72730 DANIEL BOURQUE VP FACILITIES MGMT(UNTIL 1/25) 40.0 0.0 X 376020 0 72312 KEVIN J SHEA VP & EXEC AST TO PRES 40.0 0.0 X 371556 0 76478 THOMAS J KEADY VP GVT & CMTY AFF 40.0 0.0 X 370946 0 76967 JOY H MOORE VP/ EXEC. DIR. PMISS 40.0 0.0 X 338170 0 51211 MARA L HERMANO VP INSTL RES & PLAN 40.0 0.0 X 313762 0 66614 SHAWNA COOPER WHITEHEAD VP STUDENT AFFAIRS 40.0 0.0 X 306268 0 58283 JOHN F FISH TRUSTEE - CHAIR 1.0 0.0 X 0 0 0 MARIANNE D SHORT ESQ TRUSTEE(VICE CHAIR UNTIL 9/24) 1.0 0.0 X 0 0 0 RENE F JONES TRUSTEE (VICE CHAIR FROM 9/24) 1.0 0.0 X 0 0 0 SUSAN MARTINELLI SHEA TRUSTEE - SECRETARY 1.0 0.0 X 0 0 0 MICHAEL C ASCIONE TRUSTEE 1.0 0.0 X 0 0 0 GUIDO BARILLA TRUSTEE 1.0 0.0 X 0 0 0 STEVEN M BARRY TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA LYNOTT BONAN TRUSTEE 1.0 0.0 X 0 0 0 D SCOTT BROWN TRUSTEE 1.0 0.0 X 0 0 0 CLAUDIO M BURGALETA SJ TRUSTEE 1.0 0.0 X 0 0 0 JACQUELINE P CANNEY TRUSTEE 1.0 0.0 X 0 0 0 JAMES D CAREY ESQ TRUSTEE 1.0 0.0 X 0 0 0 HON DARCEL D CLARK TRUSTEE (UNTIL 9/24) 1.0 0.0 X 0 0 0 MICHELLE R CODRINGTON TRUSTEE 1.0 0.0 X 0 0 0 REV CHRISTOPHER S COLLINS SJ TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM C CONNELL TRUSTEE 1.0 0.0 X 0 0 0 ROBERT J COONEY TRUSTEE 1.0 0.0 X 0 0 0 LEO J CORCORAN TRUSTEE 1.0 0.0 X 0 0 0 SANDRA M EDGERLEY TRUSTEE 1.0 0.0 X 0 0 0 MOLLY FERRANTE TRUSTEE 1.0 0.0 X 0 0 0 JOHN J FLATLEY TRUSTEE 1.0 0.0 X 0 0 0 JANICE GIPSON TRUSTEE 1.0 0.0 X 0 0 0 WON YOUNG GIURICEO TRUSTEE 1.0 0.0 X 0 0 0 PATRICK W GRADY TRUSTEE 1.0 0.0 X 0 0 0 REV DANIEL HENDRICKSON SJ TRUSTEE 1.0 0.0 X 0 0 0 JUSTIN HILLENBRAND TRUSTEE 1.0 0.0 X 0 0 0 MICHAELA MURPHY HOAG TRUSTEE (UNTIL 9/24) 1.0 0.0 X 0 0 0 ALFRED F KELLY JR TRUSTEE 1.0 0.0 X 0 0 0 MICHELLE A KNIGHT TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA LIPOMA KRAFT TRUSTEE 1.0 0.0 X 0 0 0 JASON R KRANTZ TRUSTEE 1.0 0.0 X 0 0 0 REV WILLIAM P LEAHY SJ PRESIDENT, TRUSTEE 40.0 0.0 X X 0 0 0 LISE LEIST TRUSTEE 1.0 0.0 X 0 0 0 REV DOUGLAS W MARCOUILLER SJ TRUSTEE 1.0 0.0 X 0 0 0 PETER K MARKELL TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN M MCGILLYCUDDY TRUSTEE (UNTIL 6/24) 1.0 0.0 X 0 0 0 DENISE M MORRISON TRUSTEE 1.0 0.0 X 0 0 0 ROBERT F MORRISSEY ESQ TRUSTEE 1.0 0.0 X 0 0 0 DEBORAH MORROCCO TRUSTEE (FROM 12/24) 1.0 0.0 X 0 0 0 BRIEN M O'BRIEN TRUSTEE 1.0 0.0 X 0 0 0 DAVID P O'CONNOR TRUSTEE (UNTIL 9/24) 1.0 0.0 X 0 0 0 KEVIN E PEARSON TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN J PEMBERTON TRUSTEE (UNTIL 9/24) 1.0 0.0 X 0 0 0 JOSEPH V POPOLO JR TRUSTEE (FROM 9/24) 1.0 0.0 X 0 0 0 JONATHAN M RATHER TRUSTEE 1.0 0.0 X 0 0 0 KENDALL B REID TRUSTEE 1.0 0.0 X 0 0 0 TRAVIS M RHODES TRUSTEE 1.0 0.0 X 0 0 0 NAVYN DATOO SALEM TRUSTEE 1.0 0.0 X 0 0 0 PHILLIP W SCHILLER TRUSTEE 1.0 0.0 X 0 0 0 MARC P SEIDNER TRUSTEE 1.0 0.0 X 0 0 0 KEVIN A SMART TRUSTEE 1.0 0.0 X 0 0 0 DENISE M STACK TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH W VANDERSLICE TRUSTEE 1.0 0.0 X 0 0 0 ELISA GABELLI WILSON TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH EDER ZOBEL TRUSTEE 1.0 0.0 X 0 0 0 PATRICK O'HERN VP FACILITIES MNGMT(FROM 2/25) 40.0 0.0 X 0 0 0 ELIZABETH THOMPSON VP UNIV. ADVANCE (FROM 2/25) 40.0 0.0 X 0 0 0 REV CASEY BEAUMIER SJ VP & UNIV. SECTY. 40.0 0.0 X 0 0 0 REV JOHN T BUTLER SJ VP UNIV. MISSION & MINISTRY 40.0 0.0 X 0 0 0 15530802 0 1334086 1598 false true false SHAWMUT DESIGN CONSTRUCTION DBA 560 HARRISON AVE SUITE 200 BOSTON MA 02118 CONSTRUCTION 25518473 LEE KENNEDY CO INC 122 QUINCY SHORE DR QUINCY MA 02171 CONSTRUCTION 8353194 OTTO HARRASSOWITZ GMBH CO KG 65174 WIESBADEN WIESBADEN 0 GM 65174 BK. & SUBSCR. AGENT 8349576 KPMG LLP TWO FINANCIAL CENTER 60 SOUTH ST BOSTON MA 02111 CONSULTANTS 7286431 GOODY CLANCY ASSOCIATES INC 99 HIGH ST SUITE 701 BOSTON MA 02110 ARCHITECT 6427675 468 15420810 46785904 324530859 23483143 386737573 TUITION AND FEES 900099 884309007 884309007 SALES/SERVICES OF AUXILLARY ENTERPRISES 900099 218839520 218406709 432811 NON-GOVT GRANTS/F&A RECOVERY 900099 17206485 17206485 SALES/SERVICES OF EDUCATIONAL ACTIVITIES 900099 5815051 5815051 OTHER MISCELLANEOUS PROGRAM REVENUE 900099 18005636 18005636 1144175699 106223130 7960277 98262853 756428 756428 1249893 1249893 2828824 0 4123751 0 -1294927 0 -1294927 -1294927 2536750235 1780000 2333738050 1780000 203012185 203012184 203012184 802148 15420810 4806859 -4004711 -4004711 0 0 0 0 0 0 0 0 0 0 CHILDREN'S CENTER 624410 1151035 1151035 VENDING 900099 526072 526072 1677107 1838532376 1143742888 8393088 299658827 6759664 6759664 295519345 295519345 473417 473417 0 7941588 1245127 6098743 597718 0 549464869 425638147 102147439 21679283 34459321 26379220 6702484 1377617 109849056 84107876 21370294 4370886 33783574 25861924 6571048 1350602 0 3272777 500098 2772679 746992 746992 75000 75000 0 43798532 43798532 52202498 43646942 7861812 693744 418982 394714 24268 14576537 10572881 2893263 1110393 21909920 10650395 10942719 316806 0 47679984 16475545 31204439 25664447 23540571 937972 1185904 0 6647414 2125191 3498736 1023487 49846287 43503948 6342339 0 125403373 113056570 12346803 0 COST OF GOODS SOLD 21684446 21684446 OPERATIONS & MAINT. ALLOC. 90930826 -90930826 LICENSING/PERMITS/FEES 11652184 11652184 SPECIAL HOUSING EXPENSES 1789567 1789567 38635037 37922339 -439469 1152167 1504254811 1294430937 174965267 34858607 33194314 33853342 1832792 1921063 275021179 404093993 48120517 48223527 2303884 2999908 0 0 49079182 47405548 565774 519904 8717573 12560506 3806184489 1628433687 2157894501 2177750802 952485742 667924878 3374243019 4316528916 11112800 11112800 0 0 0 0 6914571277 7724895187 223948638 236254979 21323229 37376446 20787549 24655319 655782577 963343074 9839536 11863391 0 0 0 0 810545562 804504746 19551535 15701504 1761778626 2093699459 X 2472027959 2602980238 2680764692 3028215490 5152792651 5631195728 6914571277 7724895187 X 334277565 146337737 0 0 0 -2212225 X false true X true true true X 230696730 291578587 189180780 281958160 386737573 1380151830 0 0 230696730 291578587 189180780 281958160 386737573 1380151830 189238179 1190913651 58515695 54722602 77430086 80491612 103097998 374257993 0 0 0 0 0 0 954805 1804709 1521407 2571241 2479255 9331417 1763741240 5214063942 0.67522 0.65434 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 75000 false false 75000 false 0 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. 257076 60619718 X X X X false false true X 3908449000 233150000 362968000 60429000 130769000 3373000 4309996000 3547246000 135930000 400096000 54363000 115985000 4475000 3908449000 3702462000 141985000 -122547000 54544000 116381000 3729000 3547246000 3761836000 234484000 -154729000 43845000 92161000 3123000 3702462000 2579462000 181726000 1122749000 37703000 81920000 2478000 3761836000 0.38170 0.37070 0.24760 false false 341368825 341368825 2478145457 1096629261 1381516196 348805549 271058489 77747060 637864658 260745937 377118721 2177750802 EQUITIES 2911233539 F REAL ESTATE 115413961 F FIXED INCOME 658235166 F CASH 631646250 F 4316528916 0 DEPOSITS PAYABLE 13694094 US GOVERNMENT LOAN ADVANCES 2007410 15701504 SCHEDULE D, PART III, LINE 4 THE COLLECTIONS HELD BY BOSTON COLLEGE EDUCATE AND INSPIRE ITS STUDENTS AND FACULTY. SCHEDULE D, PART IV, LINE 2B STATE STREET HOLDS THE MAJORITY OF OUR TRUSTS. SCHEDULE D, PART V, LINE 4 THE INTENT OF THE ENDOWMENT FUND IS TO GENERATE INVESTMENT EARNINGS AS A SOURCE OF REVENUE TO SUPPORT STUDENT AID, INSTRUCTION, STUDENT FORMATION AND OTHER OPERATING ACTIVITIES OF THE UNIVERSITY RESTRICTED BY DONORS OR INTERNALLY DESIGNATED BY THE BOARD OF TRUSTEES. SCHEDULE D, PART X, LINE 2 BOSTON COLLEGE'S FINANCIAL STATEMENTS DID NOT INCLUDE A FIN 48 FOOTNOTE. true true false true true true true false false false false false false false false true false true NON-DISCRIMINATION POLICY PART I, LINE 3 THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS ACCESSIBLE VIA LINK FROM THE UNIVERSITY'S HOMEPAGE. PART I, LINE 6A THE UNIVERSITY PARTICIPATES IN THE FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, PERKINS, FEDERAL WORK-STUDY AND OTHER FEDERAL TITLE IV AND HUMAN SERVICES PROGRAMS. true Europe (Including Iceland and Greenland) 4 542 Program Services STDY AB,RSRCH,ACA SUPP 9904333 Central America and the Caribbean 0 18 Program Services STUD SERV,INSTR,RSRCH 100865 South Asia 0 33 Program Services ACASUPP, INSTR, RSRCH 154262 East Asia and the Pacific 0 141 Program Services STDY AB,RSRCH,INSTR 1041741 Middle East and North Africa 0 42 Program Services ACASUPP, INSTR, RSRCH 80145 North America 0 127 Program Services STUD SERV,INSTR,RSRCH 861579 Russia and the Newly Independent States 0 1 Program Services RSRCH 253 South America 0 65 Program Services RSRCH,ACA SUPP,STDY AB 574189 Sub-Saharan Africa 0 48 Program Services RSRCH,ACA SUPP,INSTR 1741865 East Asia and the Pacific 0 1 Fundraising 18105 Europe (Including Iceland and Greenland) 0 8 Fundraising 138974 Middle East and North Africa 0 2 Fundraising 9645 North America 0 4 Fundraising 19995 South Asia 0 1 Fundraising 8607 Europe (Including Iceland and Greenland) 0 2 Grantmaking 123112 Sub-Saharan Africa 0 7 Grantmaking 350305 Central America and the Caribbean 0 0 Investments 1660193182 Sub-Saharan Africa 0 0 Investments 44446636 4 1042 0 0 4 1042 1675321157 44446636 1719767793 Europe (Including Iceland and Greenland) GENERAL SUPPORT 36712 Europe (Including Iceland and Greenland) GENERAL SUPPORT 86400 Sub-Saharan Africa GENERAL SUPPORT 32000 Sub-Saharan Africa GENERAL SUPPORT 17000 Sub-Saharan Africa GENERAL SUPPORT 150000 Sub-Saharan Africa GENERAL SUPPORT 30000 Sub-Saharan Africa GENERAL SUPPORT 25000 Sub-Saharan Africa GENERAL SUPPORT 30500 Sub-Saharan Africa GENERAL SUPPORT 65805 9 true false true true true false PART I, LINE 2 BOSTON COLLEGE ISSUES GRANT FUNDS BASED UPON BUDGETED PROPOSALS AND RECEIVES REPORTS FROM THE GRANT RECIPIENTS TO MONITOR THE USE OF THESE AWARD FUNDS DURING AND AT THE END OF THE FUNDING PERIOD. PART I, LINE 3, COLUMN F THE ORGANIZATION REVIEWS ALL FOREIGN WIRE INFORMATION AND INTERNATIONAL TRAVEL EXPENSES FOR OVERSEAS PAYMENTS AND DISCUSSES WITH THE DEPARTMENTS ORIGINATING THE PAYMENTS TO DETERMINE IF THE PAYMENTS WERE FOR FOREIGN ACTIVITIES. THE FOREIGN EXPENDITURES ARE CAPTURED SEPARATELY IN THE ORGANIZATION'S ACCOUNTING SYSTEM AND AMOUNTS INCLUDED ON SCHEDULE F ARE PURSUANT TO THE ORGANIZATION'S ACCOUNTING SYSTEM. PART II, LINE 1 FOREIGN GRANTS ARE TRACKED SEPARATELY IN THE ORGANIZATION'S GENERAL LEDGER. NIGHT AT POPS 12947593 12318995 628598 2122495 731885 377339 656159 WALL ST DINNER 3275365 3101815 173550 38805 348694 14500 516982 0 0 0 0 0 0 0 0 0 0 16222958 15420810 802148 0 0 2161300 1080579 391839 1173141 4806859 -4004711 true ALLSTON BRIGHTON COMMUNITY FUND 116 COLLEGE ROAD CHESTNUT HILL MA 02467 042304133 501(C)(3) 75000 GENERAL SUPPORT FRANCISCAN MISSIONARY SISTERS FOR AFRICA 38 WILEY ROAD BELMONT MA 02478 237337822 501(C)(3) 50000 GENERAL SUPPORT BRIGHAM YOUNG UNIVERSITY GRANTS CONTRACTS ACCOUNTING A-261 ASB PROVO UT 84602 870217280 501(c)(3) 11167 SPONSORED SUB-AWD BROWN UNIVERSITY CASHIERS OFFICE BROWN BUSINESS SERV BOX 1997 69 BROWN ST 2ND FLOOR PROVIDENCE RI 02912 050258809 501(c)(3) 184316 SPONSORED SUB-AWD CLAREMONT GRADUATE UNIVERSITY 150 EAST TENTH STREET CLAREMONT CA 91711 951664100 501(c)(3) 76230 SPONSORED SUB-AWD CORNELL UNIVERSITY SPONSORED FINANCIAL SERVICES PO BO ITHACA NY 148510022 150532082 501(c)(3) 88283 SPONSORED SUB-AWD NEIGHBORHOOD HEALTH CENTER 10 GOVE STREET EAST BOSTON MA 02128 237425849 501(c)(3) 160410 SPONSORED SUB-AWD EDUCATION DEVELOPMENT CENTER INC 300 5TH AVE SUITE 2010 WALTHAM MA 02451 042241718 501(c)(3) 152627 SPONSORED SUB-AWD EL EDUCATION INC 247 W 35TH STREET 8TH FLOOR NEW YORK NY 10001 061576405 501(c)(3) 57331 SPONSORED SUB-AWD EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 311935084 580566256 501(c)(3) 16152 SPONSORED SUB-AWD HEARTLAND ALLIANCE INTERNATIONAL LLC 208 S LASALLE ST STE 1300 CHICAGO IL 60604 300739799 501(c)(3) 62386 SPONSORED SUB-AWD JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD N4327B BALTIMORE MD 21211 520595110 501(c)(3) 24497 SPONSORED SUB-AWD LASELL UNIVERSITY ATTN BUSINESS OFFICE 1844 COMMONWEALTH AVE AUBURNDALE MA 02466 042103585 501(c)(3) 44224 SPONSORED SUB-AWD MASS GENERAL BRIGHAM INC BRIGHAM AND WOMANS HOSPITAL- RESEAR BANK OF AMERICA NA PO BOX 3887 BOSTON MA 022413887 043230035 501(c)(3) 66834 SPONSORED SUB-AWD MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE BLDG 16-849 CAMBRIDGE MA 02139 042103594 501(c)(3) 63364 SPONSORED SUB-AWD MATH TALK PBC 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 128684 SPONSORED SUB-AWD MATHEMATICA POLICY RESEARCH INC PO BOX 825996 PHILADELPHIA PA 191825996 157661 SPONSORED SUB-AWD MATTAPAN COMMUNITY HEALTH CENTER INC 1575 BLUE HILL AVE MATTAPAN MA 02126 042544151 501(c)(3) 11044 SPONSORED SUB-AWD OREGON STATE UNIVERSITY OFFICE OF THE SPONSORED RESEARCH 312 KERR ADMINISTRATION BUILDING CORVALLIS OR 97331 611730890 115 5674 SPONSORED SUB-AWD PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON MA 022415649 042103580 501(c)(3) 733704 SPONSORED SUB-AWD PUBLIC DESIGN 3379 DRY CREEK ROAD HEALDSBURG CA 95448 75417 SPONSORED SUB-AWD REFUGEE AND IMMIGRANT ASSISTANCE CENTER 253 ROXBURY STREET ROXBURY MA 02119 043430294 501(c)(3) 24115 SPONSORED SUB-AWD REGENTS OF THE UNIVERSITY OF COLORADO CAMPUS CONTROLLERS OFFICE PO BOX 910220 DENVER CO 802910220 846000555 115 371374 SPONSORED SUB-AWD REGENTS OF THE UNIVERSITY OF MINNESOTA C/O UNIVERSITY TAX MANAGEMENT OFFIC 2221 UNIVERSITY AVE SE SUITE 100 MINNEAPOLIS MN 55414 416007513 115 6223 SPONSORED SUB-AWD RTI INTERNATIONAL RTI HEALTH SOLUTIONS PO BOX 896945 CHARLOTTE NC 282896945 560686338 501(c)(3) 748687 SPONSORED SUB-AWD SAN DIEGO STATE UNIVERSITY SAN DIEGO STATE UNIV RESEARCH FOUND 5250 CAMPANILE DRIVE SAN DIEGO CA 921821948 330373293 115 75360 SPONSORED SUB-AWD SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION 210 N FOURTH STREET 3RD FLOOR SAN JOSE CA 95112 770414438 115 41640 SPONSORED SUB-AWD SIMMONS COLLEGE 300 THE FENWAY BOSTON MA 02115 042103629 501(c)(3) 5560 SPONSORED SUB-AWD SPACE TELESCOPE SCIENCE INSTITUTE 3700 SAN MARTIN DRIVE BALTIMORE MD 21218 860138043 501(c)(3) 14177 SPONSORED SUB-AWD SYRACUSE UNIVERSITY BURSAR OPERATIONS 119 BOWNE HALL SYRACUSE NY 132441140 150532081 501(c)(3) 121223 SPONSORED SUB-AWD THE AEROSPACE CORPORATION PO BOX 92957 LOS ANGELES CA 900092957 952102389 501(c)(3) 188188 SPONSORED SUB-AWD TRUSTEES OF BOSTON UNIVERSITY RESEARCH FINANCE OPERATIONS 25 BUICK STREET 2ND FLOOR BOSTON MA 02215 042103547 501(c)(3) 241517 SPONSORED SUB-AWD TRUSTEES OF PRINCETON UNIVERSITY SPONSORED RESEARCH ACCOUNTING 701 CARNEGIE CENTER SUITE 443 PRINCETON NJ 08540 210634501 501(c)(3) 137728 SPONSORED SUB-AWD TRUSTEES OF UNIVERSITY OF PENNSYLVANIA PO BOX 785541 PHILADELPHIA PA 191785541 231352685 501(c)(3) 275790 SPONSORED SUB-AWD TULANE UNIVERSITY GRANTS AND CONTRACTS ACCOUNTING 1555 POYDRAS STREET SUITE 805 NEW ORLEANS LA 70112 720423889 501(c)(3) 878054 SPONSORED SUB-AWD UNIVERSITY OF CALIFORNIA - IRVINE CONTRACTS AND GRANTS ACCOUNTING IRVINE CA 926971050 952226406 115 5097 SPONSORED SUB-AWD UNIVERSITY OF COLORADO COLORADO SPRINGS OFFICE OF GRANTS AND CONTRACTS - F4 PO BOX 910238 DENVER CO 802910238 846000555 115 7781 SPONSORED SUB-AWD UNIVERSITY OF FLORIDA PO BOX 113201 GAINESVILLE FL 326113201 596002052 115 49582 SPONSORED SUB-AWD UNIVERSITY OF IOWA GRANT ACCOUNTING OFFICE 201 SCLIN IOWA CITY IA 52242 426004813 115 43666 SPONSORED SUB-AWD UNIVERSITY OF MASSACHUSETTS BOSTON HEALEY LIBRARY 10TH FLOOR SUITE 26 100 MORRISSEY BLVD BOSTON MA 021253393 043167352 115 683165 SPONSORED SUB-AWD UNIVERSITY OF MEMPHIS PO BOX 1000 DEPT 313 MEMPHIS TX 381480313 620648618 115 39997 SPONSORED SUB-AWD UNIVERSITY OF NEBRASKA OFFICE OF SPONSORED PROGRAMS 151 WHITTIER RESEARCH CENTER PO BO LINCOLN NE 685830861 470049123 115 152646 SPONSORED SUB-AWD UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL OFFICE OF SPONSORED RESEARCH 104 AIRPORT DRIVE CHAPEL HILL NC 275991350 566001393 115 46890 SPONSORED SUB-AWD UNIVERSITY OF TENNESSEE BURSARS OFFICE 210 STUDENT SERVIC KNOXVILLE TN 379960225 626001636 115 22471 SPONSORED SUB-AWD UNIVERSITY OF WASHINGTON GRANT AND CONTRACT ACCOUNTING BOX 354966 SEATTLE WA 981954966 916001537 115 34051 SPONSORED SUB-AWD URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 520880375 501(c)(3) 220771 SPONSORED SUB-AWD YALE UNIVERSITY GRANT AND CONTRACT FINANCIAL ADMIN P O BOX 1873 NEW HAVEN CT 065081873 060646973 501(c)(3) 26087 SPONSORED SUB-AWD 44 3 SCHOLARSHIPS TO STUDENTS 9329 295519345 PART I, LINE 2 - GRANT PROCEDURES BOSTON COLLEGE AWARDS NEED BASED FINANCIAL AID, INCLUDING GRANTS AND LOANS TO STUDENTS BASED ON ELIGIBILITY REQUIREMENTS SUCH AS FINANCIAL NEED AND ACADEMIC PROGRESS. AID IS ADMINISTERED BY THE STUDENT SERVICES OFFICE. STUDENTS AND THEIR PARENTS COMPLETE EXTENSIVE APPLICATION MATERIALS, SUBMIT TAX RETURNS AND OTHER DOCUMENTS TO SUPPORT THEIR CLAIM FOR FINANCIAL ASSISTANCE. IN ADDITION, THE UNIVERSITY MAKES A LIMITED NUMBER OF SCHOLARSHIPS AVAILABLE BASED ON ACADEMIC OR ATHLETIC ACHIEVEMENT. ON OCCASION BOSTON COLLEGE MAY PROVIDE GRANTS TO 501(C)(3) AND GOVERNMENT ENTITIES. THESE GRANTS ARE PROVIDED AT THE UNIVERSITY'S DISCRETION. FOR COMMUNITY OUTREACH GRANTS, BOSTON COLLEGE RELIED ON THE DISTRIBUTING AGENCIES TO ASSESS NEED. ADDITIONALLY, ALL SPONSORED RESEARCH FUNDS, INCLUDING SUBRECIPENT AWARD GRANTS, ARE MONITORED SEPARATELY BY RESEARCH ADMINISTRATION WITHIN THE OFFICE OF THE VICE PROVOST FOR RESEARCH. THIS OFFICE MONITORS ALL DOMESTIC AND FOREIGN SUBRECIPIENT GRANT MAKING ACTIVITY, INCLUDING COMPLIANCE WITH ESTABLISHED POLICIES AND ALL APPLICABLE REGULATIONS. WHEN APPROVING SUBAWARD INVOICE PAYMENTS CHARGED TO RESEARCH GRANTS, THE VALIDITY OF EXPENSES AND THE ACHIEVEMENT OF SCIENTIFIC AND TECHNICAL PROGRESS ARE VERIFIED BY THE PRINCIPAL INVESTIGATOR OR HIS/HER DESIGNEE. PART III, LINE 1, COLUMN (C) THE CASH GRANT IS REFLECTED ON STUDENTS ACCOUNTS. SOME OF THE GRANTS LISTED MAY HOWEVER, BE PAID DIRECTLY TO THE STUDENT VIA ACCOUNTS PAYABLE AS A MONTHLY 'NON SERVICE STIPEND'. THE GRANTS ALSO INCLUDE BOOK VOUCHERS, LOAN FORGIVENESS AND CHILDREN'S CENTER AID. X X X X false true X X X false true false false false false false true false DANIEL BOURQUE VP FACILITIES MGMT(UNTIL 1/25) 353768 0 0 0 22252 0 34500 0 37812 0 448332 0 0 0 MICHAEL BOURQUE VP INFORMATION TECH 431644 0 0 0 39364 0 34500 0 38230 0 543738 0 0 0 JOHN D BURKE FIN VP & TREASURER 464684 0 0 0 105834 0 34500 0 45487 0 650505 0 0 0 SHAWNA COOPER WHITEHEAD VP STUDENT AFFAIRS 267163 0 0 0 39105 0 24130 0 34153 0 364551 0 0 0 ANDREW DAVIDSON SR.VP UNIV.ADVANCE 698981 0 0 0 62577 0 27600 0 43121 0 832279 0 0 0 MARA L HERMANO VP INSTL RES & PLAN 297443 0 0 0 16319 0 24553 0 42061 0 380376 0 0 0 THOMAS J KEADY VP GVT & CMTY AFF 347914 0 0 0 23032 0 34500 0 42467 0 447913 0 0 0 MICHAEL J LOCHHEAD EXECUTIVE VICE PRES 554201 0 0 0 94713 0 34500 0 111851 0 795265 0 0 0 JOY H MOORE VP/ EXEC. DIR. PMISS 295520 0 0 0 42650 0 32279 0 18932 0 389381 0 0 0 DAVID QUIGLEY PROVOST & DEAN OF FAC 617368 0 0 0 148753 0 34500 0 42657 0 843278 0 0 0 KEVIN J SHEA VP & EXEC AST TO PRES 355034 0 0 0 16522 0 34500 0 41978 0 448034 0 0 0 DAVID P TRAINOR VP HUMAN RESOURCES 460310 0 0 0 74435 0 34500 0 43691 0 612936 0 0 0 JOHN J ZONA CHIEF INVESTMENT OFFICER 707386 0 242782 0 148762 0 34500 0 46069 0 1179499 0 223228 0 WILLIAM J O'BRIEN HEAD COACH, FBALL (FROM 2/24) 3334996 0 0 0 24935 0 0 0 36316 0 3396247 0 0 0 EARL GRANT HEAD COACH, MEN'S BASKETBALL 2540353 0 25000 0 9210 0 27600 0 41240 0 2643403 0 0 0 BLAKE JAMES DIR. OF ATHLETICS 999175 0 50000 0 32834 0 27600 0 39648 0 1149257 0 0 0 ANDREW C BOYNTON DEAN CSOM 687830 0 0 0 123040 0 34500 0 42985 0 888355 0 0 0 RONNIE SADKA HAUB FAMILY PROFESSOR 749771 0 0 0 25142 0 34500 0 42126 0 851539 0 0 0 SCHEDULE J, PART I THE UNIVERSITY PAID COMPENSATION AND BENEFITS OF $6,619,613 TO THE JESUIT COMMUNITY, THE FOUNDERS OF BOSTON COLLEGE, FOR INSTRUCTIONAL, ADMINISTRATIVE AND INSTITUTIONAL SERVICES, WHICH INCLUDE THE SERVICES RENDERED BY THE UNIVERSITY'S JESUIT OFFICERS. SCHEDULE J, PART I, LINE 1A FIRST CLASS TRAVEL OR CHARTER TRAVEL: BOSTON COLLEGE DOES NOT GENERALLY PERMIT FIRST CLASS TRAVEL FOR BUSINESS TRIPS. HOWEVER, ON OCCASION FOR UNUSUALLY LONG FLIGHTS IT MAY BE PERMITTED PROVIDED THERE IS APPROVAL IN ADVANCE. AS PART OF THEIR RESPONSIBILITIES, THREE HIGHEST COMPENSATED EMPLOYEES FLEW ON CHARTER FLIGHTS AND ONE OFFICER FLEW FIRST CLASS. TRAVEL FOR COMPANIONS: PER UNIVERSITY POLICY COMPANION TRAVEL IS NOT REIMBURSABLE OR NON TAXABLE UNLESS PRIOR APPROVAL IS OBTAINED AND THERE IS A VALID BUSINESS PURPOSE. TWO HIGHLY COMPENSATED INDIVIDUALS LISTED IN PART VII RECEIVED COMPANION TRAVEL WHICH WAS NOT INCLUDED IN TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: ONE OFFICER RECEIVED ON-CAMPUS HOUSING BENEFIT DURING THE YEAR AS A CONDITION OF EMPLOYMENT. THE RENTAL VALUE WAS NON TAXABLE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: ONE HIGHLY COMPENSATED INDIVIDUAL AND ONE OFFICER RECEIVED AN ANNUAL MEMBERSHIP TO A LOCAL COUNTRY CLUB. THE FULL VALUE WAS INCLUDED IN EACH EMPLOYEE'S TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 1B BOSTON COLLEGE HAS POLICIES THAT COVER FIRST CLASS TRAVEL AND TRAVEL FOR COMPANIONS. SUCH TRAVEL IS GENERALLY NOT PERMITTED BUT IS APPROVED ON A CASE BY CASE BASIS AT THE VP LEVEL. SOCIAL CLUB DUES ARE PROVIDED IN ACCORDANCE WITH THE CONTRACTS OF THE INDIVIDUALS WHO RECEIVE THE BENEFIT AND ARE APPROVED. SCHEDULE J, PART I, LINE 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 2024, THE CHIEF INVESTMENT OFFICER'S COMPENSATION INCLUDED A BONUS PAYMENT UNDER THE PLAN INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(II). THE AMOUNT INCLUDED IN SCHEDULE J, PART II COLUMN (F) REPRESENTS COMPENSATION THAT WAS REPORTED AS DEFERRED IN A PRIOR YEAR THEN PAID IN 2024 AND INCLUDED IN SCHEDULE J, PART II COLUMN (B)(II). SCHEDULE J, PART I, LINE 7 THE UNIVERSITY OFFERS INCENTIVE COMPENSATION TO CERTAIN INVESTMENT PROFESSIONALS BASED UPON THE UNIVERSITY'S INVESTMENT PERFORMANCE. SEE RESPONSE TO QUESTION 4B ABOVE. TWO INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED A MERIT BASED BONUS AND THE AMOUNT OF THIS BONUS IS SHOWN ON SCHEDULE J, PART II, COLUMN (B)(II). A MASS DFA - SERIES S 043431814 57583UZQ4 2013-08-20 156252258 SEE PART VI true false false B MASS DFA - SERIES T 043431814 57584XK42 2017-01-31 141202852 SEE PART VI false false false C MASS DFA - SERIES U 043431814 57584YZH5 2020-04-02 187464608 SEE PART VI false false false D MASS DFA - Series V 043431814 57584YN54 2021-06-24 165003907 SEE PART VI false false false A 78330000 60270000 156256983 0 3639607 0 676551 0 0 56365583 95575242 0 2016 true false true true B 0 0 141202852 0 0 0 922840 0 0 0 140280012 0 2010 false true true true C 45540000 0 187464608 0 0 0 1057037 0 0 0 187407571 0 2014 true false true true D 0 0 165007818 0 2111204 0 0 0 0 162896614 0 0 2022 false false true true A false true true true true true 0.00930 0.00000 0.00930 false false false true B false true true true true true 0.01050 0.00000 0.01050 false false false true C false true true true true true 0.00840 0.00000 0.00840 false false false true D false true true true true true 0.00240 0.00000 0.00240 false false false true A false true false false 0 false 0 false true B false true false false 0 false 0 false true C false true false false 0 false 0 false true D false true false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, COLUMN F A. REFUNDING MHEFA SERIES N (9/04/03) - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. B. ADVANCE REFUNDING OF SERIES P (07/26/07) - CONSTRUCTION, RENOVATION, AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. C. REFUNDING PORTION OF SERIES M-1, SERIES Q1 AND Q2, AND SERIES R1 AND R2 - CONSTRUCTION, RENOVATION, AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. D. NEW MONEY ISSUANCE - CONSTRUCTION, RENOVATION, AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. PART II, LINE 3 THE DIFFERENCE BETWEEN THE AMOUNT OF TOTAL PROCEEDS AND THE ISSUE PRICE IN PART I IS THE RESULT OF INVESTMENT EARNINGS. PART IV, 2C. THE REBATE CALCULATION DATES ARE FOLLOWS: SERIES S: 8/31/2016; SERIES T: 12/31/2020 A MASS DFA - SERIES W 043431814 57585BHN1 2025-04-01 413869498 SEE PART VI false false false A 0 0 414574837 0 664384 0 2392704 0 0 136338814 61471480 213707455 true false false true A false true true true true true 0.00410 0.00000 0.00410 false false false true A false true false false 0 false 0 false true A true SCHEDULE K, PART I, COLUMN F A. REFUNDING PORTION OF SERIES S; REIMBURSEMENT; CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. MICHAEL LOCHHEAD EXECUTIVE VP MORTGAGE X 600000 360000 false true true JOHN BURKE VP FINANCE MORTGAGE X 600000 240000 false true true DAVID TRAINOR VP HR MORTGAGE X 491615 294969 false true true JOHN ZONA CIO MORTGAGE X 1000000 700000 false true true MICHAEL LOCHHEAD EXECUTIVE VP HOUSING X 1400000 1404939 false true true 2999908 SUFFOLK CONSTRUCTION CONTROLLED ORG OF TRUSTEE 11226983 CONSTRUCTION SERVICES false SCHEDULE L, PART IV IN FISCAL 2024 AND FISCAL 2025 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 18 265172 OPINION OF EXPERTS X 50625 OPINION OF EXPERTS X 58788 PRICE OF GOODS X 439 22721541 MARKET VALUE X EVENTS 13 344186 ACT INV PRICE X ADVERTISING 2 12180 ACT INV PRICE X FLOWERS 6 30651 ACT INV PRICE 12 false true false SCHEDULE M, PART I, COLUMN (B) COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 AND PART III, LINE 1 MISSION STRENGTHENED BY MORE THAN A CENTURY AND A HALF OF DEDICATION TO ACADEMIC EXCELLENCE, BOSTON COLLEGE COMMITS ITSELF TO THE HIGHEST STANDARDS OF TEACHING AND RESEARCH IN UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS AND TO THE PURSUIT OF A JUST SOCIETY THROUGH ITS OWN ACCOMPLISHMENTS, THE WORK OF ITS FACULTY AND STAFF, AND THE ACHIEVEMENTS OF ITS GRADUATES. IT SEEKS BOTH TO ADVANCE ITS PLACE AMONG THE NATION'S FINEST UNIVERSITIES AND TO BRING TO THE COMPANY OF ITS DISTINGUISHED PEERS AND TO CONTEMPORARY SOCIETY THE RICHNESS OF THE CATHOLIC INTELLECTUAL IDEAL OF A MUTUALLY ILLUMINATING RELATIONSHIP BETWEEN RELIGIOUS FAITH AND FREE INTELLECTUAL INQUIRY. BOSTON COLLEGE DRAWS INSPIRATION FOR ITS ACADEMIC AND SOCIETAL MISSION FROM ITS DISTINCTIVE RELIGIOUS TRADITION. AS A CATHOLIC AND JESUIT UNIVERSITY, IT IS ROOTED IN A WORLD VIEW THAT ENCOUNTERS GOD IN ALL CREATION AND THROUGH ALL HUMAN ACTIVITY, ESPECIALLY IN THE SEARCH FOR TRUTH IN EVERY DISCIPLINE, IN THE DESIRE TO LEARN, AND IN THE CALL TO LIVE JUSTLY TOGETHER. IN THIS SPIRIT, THE UNIVERSITY REGARDS THE CONTRIBUTION OF DIFFERENT RELIGIOUS TRADITIONS AND VALUE SYSTEMS AS ESSENTIAL TO THE FULLNESS OF ITS INTELLECTUAL LIFE AND TO THE CONTINUOUS DEVELOPMENT OF ITS DISTINCTIVE INTELLECTUAL HERITAGE. BOSTON COLLEGE PURSUES THIS DISTINCTIVE MISSION BY SERVING SOCIETY IN THREE WAYS: - BY FOSTERING THE RIGOROUS INTELLECTUAL DEVELOPMENT AND THE RELIGIOUS, ETHICAL AND PERSONAL FORMATION OF ITS UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS IN ORDER TO PREPARE THEM FOR CITIZENSHIP, SERVICE AND LEADERSHIP IN A GLOBAL SOCIETY; - BY PRODUCING NATIONALLY AND INTERNATIONALLY SIGNIFICANT RESEARCH THAT ADVANCES INSIGHT AND UNDERSTANDING, THEREBY BOTH ENRICHING CULTURE AND ADDRESSING IMPORTANT SOCIETAL NEEDS; AND - BY COMMITTING ITSELF TO ADVANCE THE DIALOGUE BETWEEN RELIGIOUS BELIEF AND OTHER FORMATIVE ELEMENTS OF CULTURE THROUGH THE INTELLECTUAL INQUIRY, TEACHING AND LEARNING, AND THE COMMUNITY LIFE THAT FORM THE UNIVERSITY. BOSTON COLLEGE FULFILLS THIS MISSION WITH A DEEP CONCERN FOR ALL MEMBERS OF ITS COMMUNITY, WITH A RECOGNITION OF THE IMPORTANT CONTRIBUTION A DIVERSE STUDENT BODY, FACULTY AND STAFF CAN OFFER, WITH A FIRM COMMITMENT TO ACADEMIC FREEDOM, AND WITH A DETERMINATION TO EXERCISE CAREFUL STEWARDSHIP OF ITS RESOURCES IN PURSUIT OF ITS ACADEMIC GOALS. FORM 990, PART I, LINE 6 VOLUNTEERS ALTHOUGH BOSTON COLLEGE HAS MANY VOLUNTEERS WHO DEDICATE THEIR TIME AND EFFORTS TO THE COLLEGE, THEIR NUMBER IS NOT FORMALLY TRACKED. ALL TRUSTEES ARE PROVIDING VOLUNTEER SERVICES TO BOSTON COLLEGE. BOSTON COLLEGE ALUMNI KEEP UP THE JESUIT, CATHOLIC TRADITION AFTER GRADUATION AS ALUMNI VOLUNTEERS. WHETHER IT'S SIMPLY KEEPING IN TOUCH WITH FELLOW EAGLES OR MAKING A DIFFERENCE THROUGH THE UNIVERSITY, BOSTON COLLEGE HAS ACTIVE ALUMNI WHO CONTINUE TO VOLUNTEER THEIR TIME TO CONTRIBUTE TO THE BOSTON COLLEGE COMMUNITY. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES EXPENDITURES FOR RESEARCH, PUBLIC SERVICE AND OTHER MISCELLANEOUS PROGRAM REVENUES AND EXPENSES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION A - QUESTION 1A WITH CERTAIN EXCEPTIONS SPECIFIED IN THE UNIVERSITY'S BY-LAWS OR OTHERWISE REQUIRED BY LAW, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS AUTHORIZED TO ACT WITH THE FULL AUTHORITY OF THE BOARD OF TRUSTEES BETWEEN FULL BOARD MEETINGS. EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION A - QUESTION 2 DANIEL F. BOURQUE AND MICHAEL J. BOURQUE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - QUESTION 11 WORKING WITH PwC US TAX LLP (PWC), THE FORM 990 IS PREPARED BY BOSTON COLLEGE. UPON COMPLETION, THE FULL FORM 990 IS REVIEWED BY SENIOR MANAGEMENT, THE PRESIDENT OF BOSTON COLLEGE, THE CHAIR OF THE BOARD OF TRUSTEES, AND THE CHAIR OF THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FULL 990, EXCLUDING THE INFORMATION OF DONORS WHO (AS A CONDITION OF THE GIFT AGREEMENTS) WISH TO REMAIN ANONYMOUS, IS REVIEWED AT A FINANCE AND AUDIT COMMITTEE MEETING. UPON FINALIZATION AND PRIOR TO FILING, THE FORM 990, EXCLUDING THE INFORMATION OF THE ANONYMOUS DONORS, IS THEN FORWARDED TO ALL TRUSTEES FOR THEIR REVIEW. PWC SIGNS THE RETURN AS PAID PREPARER AND ELECTRONICALLY FILES THE RETURN WITH THE IRS. THE RETURN IS THEN POSTED ON THE BOSTON COLLEGE WEBSITE. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - QUESTION 12C EACH OFFICER, TRUSTEE, AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH BOSTON COLLEGE. THESE DISCLOSURES ARE REVIEWED BY THE FINANCIAL VICE PRESIDENT AND TREASURER AND HIS STAFF. THE FINANCIAL VICE PRESIDENT AND TREASURER PREPARES A REPORT OF ALL CONFLICTS FOR REVIEW WITH THE PRESIDENT, EXECUTIVE VICE PRESIDENT, AND GENERAL COUNSEL. FOLLOWING THEIR REVIEW, THE REPORT IS REVIEWED WITH THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND THE CHAIRMAN OF THE BOARD OF TRUSTEES. ALL CONFLICT SITUATIONS ARE RESOLVED AT THIS FINAL REVIEW IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - POLICIES, QUESTIONS 15A & B BOSTON COLLEGE'S PRESIDENT IS A MEMBER OF THE SOCIETY OF JESUS. THE COMPENSATION AND BENEFITS OF WILLIAM P. LEAHY S.J., ALONG WITH OTHER MEMBERS OF THE JESUIT COMMUNITY WHO PROVIDE SERVICES TO BOSTON COLLEGE, ARE PAID TO THE JESUIT COMMUNITY. TOTAL PAYMENTS TO THE JESUIT COMMUNITY IN FY'25 WERE $6,619,613. FOR ALL OFFICERS AND KEY EMPLOYEES, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE EXECUTIVE COMMITTEE CONSIDERS MARKET DATA AND ANALYSES. THE COMMITTEE'S DELIBERATIONS ARE REFLECTED IN ITS MINUTES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION C - DISCLOSURE, LINE 19 BOSTON COLLEGE MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 FAS106 GAIN/(LOSS): ($6,543,977) FX EXCHANGE GAIN/(LOSS): $226,059 LIFE INCOME VALUE ADJUSTMENTS: ($1,111,618) LOSS ON WRITE-OFF OF GIFTS/PLEDGES: ($722,575) GAIN ON PARTIAL REFUNDING OF DEBT: $5,939,886 TOTAL: ($2,212,225) BOSTON COLLEGE ALUMNI ASSOCIATION LLC 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 ALUM. REL MA 0 BC BOSTON COLLEGE IRELAND LIMITED 43 St Stephens Green DUBLIN EI EDUCATION EI 501(C)(3) BC true HYPERPLANE OPPORTUNITIES I LP 137 NEWBURY STREET 8TH FLOOR BOSTON MA 02116 871348735 INVESTMENTS MA BC EXCLUDED 0 4296544 false 0 false 0.50900 RAVENSWOOD GLOBAL FOCUS FUND LP 7900 WESTPARK DRIVE MCLEAN VA 22102 934773481 INVESTMENTS VA BC EXCLUDED 70119 25033346 false 0 false 0.90054 CHARITABLE REMAINDER TRUSTS (19) SUPPORT MA NA T true OTHER TRUSTS (4) SUPPORT MA NA T true POOLED LIFE INCOME FUND (1) SUPPORT MA NA T true false true false false false false false false false false false true false false false true false true false BOSTON COLLEGE IRELAND LIMITED L 201845 FMV BOSTON COLLEGE IRELAND LIMITED P 60910 FMV BOSTON COLLEGE IRELAND LIMITED R 798430 FMV HYPERPLANE OPPORTUNITIES I LP B 750000 FMV