Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
TRUSTEES OF BOSTON COLLEGE
 
Employer identification number

04-2103545
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) STEVE ADDAZIO FBALL COACH MORTGAGE   X 500,000 500,000   No   No Yes  
(2) EUGENE DEFILIPPO DIR ATHL MORTGAGE   X 450,000 450,000   No   No Yes  
(3) STEPHEN DONAHUE BBALL COACH MORTGAGE   X 600,000 600,000   No   No Yes  
(4) JAMES HUSSON SR VP ADVAN MORTGAGE   X 500,000 500,000   No Yes   Yes  
(5) THOMAS LOCKERBY VP DEVELOP MORTGAGE   X 380,000 380,000   No Yes   Yes  
(6) PATRICK KEATING EXEC VP MORTGAGE   X 292,500 292,500   No Yes   Yes  
(7) PATRICK ROMBALSKI VP STUD AFF MORTGAGE   X 400,000 400,000   No Yes   Yes  
(8) ALBERT L SKINNER FM BBALL CO MORTGAGE   X 650,000 650,000   No   No Yes  
(9) JEREMIAH YORK HOCKEY COACH MORTGAGE   X 150,000 150,000   No   No Yes  
(10) DAVID QUIGLEY DEAN OF ARTS MORTGAGE   X 200,000 140,000   No Yes   Yes  
(11) DAVID QUIGLEY DEAN OF ARTS MORTGAGE   X 250,000 239,880   No Yes   Yes  
Total ......Small Bullet $ 4,302,380
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Page 2
Schedule L (Form 990 or 990-EZ) 2012
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) FIDELITY INVESTMENTS TRUSTEE IS AN OFFICER 825,282 INVESTMENT FEES   No
(2) BOSTON COACH TRUSTEE IS AN OFFICER 2,810,619 BUS SERVICE CONTRACT   No
(3) GAMCO INVESTORS TRUSTEE OFFCR/TRUSTEE DIR 442,334 INVESTMENT FEES   No
(4) TCV PARTNERS TRUSTEE'S SPOUSE IS OFF. 274,902 INVESTMENT FEES   No
(5) HIGHBROOK CAPITAL TRUSTEE IS AN OFFICER 157,576 INVESTMENT FEES   No
(6) APPLE INC TRUSTEE IS AN OFFICER 904,923 IT VENDOR   No
(7) US BANK TRUSTEE IS AN OFFICER 290,155 PCARD SERVICES   No
(8) OPPENHEIMER TRUSTEE IS AN OFFICER 706,938 INVESTMENT FEES   No
(9) STATE STREET TRUSTEE IS AN OFFICER 228,174 CUSTODY/PLANNED GIVING FEES   No
(10) PAR 4 TECHNOLOGY GROUP EMC TRUSTEE IS AN OFFICER 639,109 IT VENDOR   No
(11) MICHAEL F MCKENZIE SON OF TREASURER 48,900 EMPLOYEE AT BOSTON COLLEGE   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2012

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