2022-04-18T14:28:53-05:00 2021-05-31 990 2020-06-01 750800689 SOUTHERN METHODIST UNIVERSITY SOUT 2147682004 3140 DYER ST MS261 DALLAS TX 752750261 CHRISTINE REGIS VP BUSINESS AND FINA 2147682004 2022-04-18 CHRISTINE REGIS 999009999 2020 2022-09-23 18:48:47Z R GERALD TURNER PO BOX 750261 DALLAS TX 752750261 1534733159 false X WWW.SMU.EDU X 1911 TX THE PRIMARY MISSION OF THE UNIVERSITY IS EDUCATION THROUGH RESEARCH AND TEACHING BY CREATING AND IMPARTING KNOWLEDGE THAT WILL SHAPE CITIZENS WHO CONTRIBUTE TO THEIR COMMUNITIES AND LEAD PROFESSIONS IN A GLOBAL SOCIETY. 42 39 6059 3553 -7578962 198610129 153300570 669174163 716792128 67352949 127656733 5519887 6052118 940657128 1003801549 221670173 238132073 0 345391223 353252776 868455 1205135 18434303 272186426 217913258 840116277 810503242 100540851 193298307 3480437552 3898903775 899332536 735203529 2581105016 3163700246 X THE PRIMARY MISSION OF THE UNIVERSITY IS EDUCATION THROUGH RESEARCH AND TEACHING BY CREATING AND IMPARTING KNOWLEDGE THAT WILL SHAPE CITIZENS WHO CONTRIBUTE TO THEIR COMMUNITIES AND LEAD PROFESSIONS IN A GLOBAL SOCIETY. false false 567790656 217282609 595870377 INSTRUCTIONAL: INSTRUCTIONAL PROGRAMS INCLUDE ACADEMIC INSTRUCTION AND SERVICES FOR UNDERGRADUATE AND GRADUATE STUDENTS INCLUDING FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS. STUDENT ENROLLMENT FOR FALL SEMESTER 2020 WAS 12,385 AND SPRING SEMESTER 2021 WAS 12,086. 103599421 24154118 58626512 AUXILIARY ACTIVITIES: THIS CATEGORY INCLUDES ATHLETIC EXPENDITURES AND SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES. SERVICES INCLUDE BOOKSTORE, STUDENT HOUSING, VENDING AND FOOD ADMINISTRATION AND INDEPENDENT OPERATIONS. 40259179 48318625 SPONSORED RESEARCH: SPONSORED RESEARCH INCLUDES EXPENDITURES FOR ALL ACTIVITIES THAT ARE PART OF THE UNIVERSITY'S RESEARCH PROGRAM, INCLUDING ACTIVITIES SPECIFICALLY ORGANIZED TO PRODUCE RESEARCH OUTCOMES, WHETHER COMMISSIONED BY AN AGENCY EXTERNAL TO THE INSTITUTION OR SEPARATELY BUDGETED BY AN ORGANIZATIONAL UNIT WITHIN THE INSTITUTION. 11358656 13976614 ORGANIZED ACTIVITIES: ORGANIZED ACTIVITIES MAKE AVAILABLE TO THE PUBLIC VARIOUS RESOURCES THAT EXIST WITHIN THE UNIVERSITY SUCH AS SEMINARS, CONFERENCES AND CAMPS. 11358656 13976614 723007912 true true false true false true false true false true true true false false true false false true true true true false false true true false false true true true true false true false false false false true false false false true true false false false true true true false false true 15974 0 6059 true false true UK false false false true true false false false false true false X 42 39 true false false false false false false true true false false true true true true true false true true false AK AR CA CT DC GA IL KS KY ME MD MI MN MS MO NH NJ NM NY NC ND OH OR PA RI SC TN UT VA WA WV WI X TAX DEPARTMENT 2147682004 6116 N CENTRAL EXPRESSWAY STE 203 DALLAS TX 752750261 DANIEL DYKES ATHLETIC COA 37.50 X 2668164 0 60770 TIMOTHY JANKOVICH BASKETBALL C 37.50 X 2126565 0 61052 R GERALD TURNER PRESIDENT/TR 37.50 X X 1485241 0 121235 RICHARD HART ATHLETICS DI 37.50 X 849390 0 60600 WILLIAM DILLON SR ASSOC DEA 37.50 X 658874 0 60387 BRAD E CHEVES VP DEVELOPME 37.50 X 651104 0 55577 RAKESH DAHIYA TREASURER 37.50 X 637835 0 56375 CHRISTINE REGIS VP BUSINESS 37.50 X 572108 0 48835 PAUL WARD VP LEGAL AFF 37.50 X 535736 0 50787 WILLIAM MAXWELL PROFESSOR OF 37.50 X 542024 0 32688 MATTHEW MYERS DEAN 37.50 X 497791 0 66076 ALBERT NIEMI JR DEAN 37.50 X 499939 0 54074 ELIZABETH LOBOA PROVOST & VP 37.50 X 490613 0 41860 THOMAS DIPIERO DEAN 37.50 X 398179 0 40997 HAROLD STANLEY VP EXECUTIVE 37.50 X 384000 0 50871 PETER MOORE FORMER INTER 37.50 X 371500 0 53426 KENECHUKWU MMEJE VP STUDENT A 37.50 X 336420 0 52664 PAUL W LUDDEN FORMER PRVTS 37.50 X 233193 0 48342 AURELIE THIELE PROFESSOR TR 37.50 X 157197 0 25825 MARY ANNE ROGERS ASSIS UNIV S 37.50 X 126265 0 26665 CHRISTOPHER EARLES STUDENT TRUS X 2251 0 0 GERALD B ALLEY TRUSTEE X 0 0 0 RUTH S ALTSHULER TRUSTEE X 0 0 0 WILLIAM ARMSTRONG TRUSTEE X 0 0 0 MICHAEL M BOONE TRUSTEE X 0 0 0 TUCKER S BRIDWELL TRUSTEE X 0 0 0 LAURA WELCH BUSH TRUSTEE X 0 0 0 RICHIE L BUTLER TRUSTEE X 0 0 0 KELLY H COMPTON TRUSTEE X 0 0 0 JEANNE TOWER COX TRUSTEE X 0 0 0 KATHERINE CROW TRUSTEE X 0 0 0 GARY T CRUM TRUSTEE X 0 0 0 ANTOINE LV DIJKSTRA TRUSTEE X 0 0 0 GERALD J FORD TRUSTEE X 0 0 0 CYNTHIA FIERRO HARVEY TRUSTEE X 0 0 0 CLARK K HUNT TRUSTEE X 0 0 0 RAY L HUNT TRUSTEE X 0 0 0 DAVID S HUNTLEY TRUSTEE X 0 0 0 SCOTT J JONES TRUSTEE X 0 0 0 ANTONIO O GARZA JR TRUSTEE X 0 0 0 FREDERICK B HEGI JR TRUSTEE X 0 0 0 PAUL B LOYD JR TRUSTEE X 0 0 0 ROBERT H DEDMAN JR TRUSTEE X 0 0 0 BOBBY B LYLE TRUSTEE X 0 0 0 MICHAEL MCKEE TRUSTEE X 0 0 0 SCOTT MCLEAN TRUSTEE X 0 0 0 DAVID B MILLER TRUSTEE X 0 0 0 FRANCES A MOODY-DAHLBERG TRUSTEE X 0 0 0 JUAN ANTONIO GONZALEZ MORENO TRUSTEE X 0 0 0 CONNIE O'NEILL TRUSTEE X 0 0 0 SHERON PATTERSON TRUSTEE X 0 0 0 SARAH PEROT TRUSTEE X 0 0 0 JEANNE L PHILLIPS TRUSTEE X 0 0 0 CAREN H PROTHRO TRUSTEE X 0 0 0 PAUL L RASMUSSEN TRUSTEE X 0 0 0 CARL SEWELL TRUSTEE X 0 0 0 DOUGLAS SMELLAGE TRUSTEE X 0 0 0 ROYCE E WILSON SR TRUSTEE X 0 0 0 RICHARD K TEMPLETON TRUSTEE X 0 0 0 RICHARD WARE TRUSTEE X 0 0 0 14224389 1069106 716 true true false SIEMENS BUILDING TECHNOLOGIES INC 8600 NORTH ROYAL LANE STE 100 IRVING TX 75063 CONSTRUCTION 20985724 ARAMARK CORPORATION 24818 NETWORK PLACE CHICAGO IL 60673 DINING 19106668 HILL & WILKINSON CONSTRUCTION GROUP 2703 TELECOM PKWY RICHARDSON TX 75082 CONSTRUCTION 12125530 CORE CONSTRUCTION SERVICES OF TEXAS 6320 RESEARCH ROAD STE200 FRISCO TX 75033 CONSTRUCTION 11361427 TALLY-RIGGINS CONSTRUCTION GROUP LLC 1217 DIGITAL DR STE100 RICHARDSON TX 75081 CONSTRUCTION 10433632 160 1523247 26403 151750920 19889212 153300570 TUITION AND FEES 611710 580985277 580985277 AUXILIARY ACTIVITIES 611710 58626512 58626512 SPONSORED RESEARCH 611710 48318625 48318625 ALL OTHER PROGRAM REVENUE 611710 14885100 14885100 OTHER STUDENT FEES 611710 7749869 7749869 6226745 6226745 716792128 37015920 -7296831 29719089 543099 543099 5379901 5379901 22000 22000 22000 22000 618667897 528703908 89963989 90097714 -282131 89815583 1760536 1523247 2227702 -467166 MISCELLANEOUS REVENUE 900099 1117383 1117383 1117383 1003801549 717909511 -7578962 125479672 81800 81800 238050273 238050273 7900267 1020586 5588167 1291514 1175227 950480 224747 270823310 235288978 26104284 9430048 21059542 17488343 2667141 904058 35084962 29135385 4443427 1506150 17209468 14291151 2179538 738779 3943553 944904 2998649 509669 21169 488500 100000 100000 1205135 1205135 10248846 10248846 29921136 28797310 577830 545996 3197396 2116421 1026609 54366 13559792 11908098 1059373 592321 16123398 15455239 566550 101609 11619 516 11103 37788009 34396962 3205928 185119 3779423 3754868 4561 19994 1009021 686949 172703 149369 15490389 15490389 47860937 41631357 5905561 324019 4250551 4250551 ALL OTHER EXPENSES 14090768 12622924 558383 909461 BOOKS AND PERIODICALS 9358355 9262453 38648 57254 PUBLIC RELATIONS 3790704 2602857 780746 407101 PROPERTY COSTS 2879692 2757949 109733 12010 810503242 723007912 69061027 18434303 89962597 65488154 65645733 119413176 207082768 218649966 120671906 127792564 3608926 2431120 393052 399051 11015756 8342294 1774825288 606678696 1147483572 1168146592 523276516 417121202 1311265077 1770919656 31649 200000 3480437552 3898903775 148230378 122402946 55199705 46924024 503581071 382966316 192321382 182910243 899332536 735203529 X 677266016 772775246 1903839000 2390925000 2581105016 3163700246 3480437552 3898903775 193298307 389296923 X false true X true X 78130337 96821224 106642309 198610129 153300569 633504568 78130337 96821224 106642309 198610129 153300569 633504568 633504568 30873411 32062893 35447257 27386292 42960920 168730773 412825 270371 683196 802918537 2662119613 0.78900 0.79250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 100000 810603242 810703242 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 125956 108777 120788 100000 455521 250000 250000 250000 250000 1000000 1500000 4 1661651 53738332 true true 5269030 77756184 X X X X X EDUCATIONAL PROGRAMMING false 1600212798 26888345 502117971 18300853 51745028 21991514 2037181719 1607333154 43348622 40355352 17347555 51262399 22214376 1600212798 1619232484 30445400 49792405 16130668 52582322 23272275 1607485023 1505303167 34910442 163004119 15590804 46020912 22373528 1619232484 1383980715 27950856 176705502 15742626 45917433 21673847 1505303167 0.04530 0.95470 true false 110046530 110046530 1363046013 460515192 902530821 184201150 85785844 98415306 117531595 60377660 57153935 1168146592 EQUITY FUNDS WITHOUT DAILY LIQUIDITY 663169449 C DIVERSIFYING STRATEGIES FUNDS 586810765 C PRIVATE EQUITY FUNDS 330334789 C MINERAL RIGHTS 74570110 C VENTURE CAPITAL 67674185 C PARTNERSHIP INVESTMENTS - REAL EST 31502029 C FUNDS HELD IN TRUST BY OTHERS 12606547 F FIXED INCOME FUNDS WITHOUT DAILY LIQ 4126309 C PARTNERSHIP INVESTMENTS - TIMBER 125465 C OTHER INVESTMENTS 8 C 1770919656 TAXABLE BONDS PAYABLE 175680129 US GOVERNMENT STUDENT LOAN ADVANCES 5079000 DEPOSITS 2150653 461 182910243 SCHEDULE D, PAGE 2, PART V, LINE 4 IN ACCORDANCE WITH DONOR RESTRICTIONS, ENDOWMENT FUNDS ARE USED TO SUPPORT SCHOLARSHIPS, FELLOWSHIPS AND OTHER STUDENT AID; FACULTY AND ACADEMIC PROGRAM SUPPORT; TECHNOLOGY AND LIBRARY RESOURCES AS WELL AS FACILITY MAINTENANCE. true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 THE SOUTHERN METHODIST UNIVERSITY NONDISCRIMINATION STATEMENT APPEARS ON THE UNIVERSITY'S WEBSITE AND IN ELECTRONIC AND PRINTED MATERIALS, SUCH AS THE STUDENT HANDBOOK, ADMISSION BROCHURES, ADVERTISEMENTS, ETC. SCHEDULE E, LINE 6 THE UNIVERSITY PARTICIPATES IN THE FEDERAL PERKINS LOAN PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT; FEDERAL WORK-STUDY PROGRAM, FEDERAL PELL GRANT, WILLIAM D. FORD FEDERAL DIRECT LOAN PROGRAM, TEXAS TUITION EQUALIZATION GRANT,AND TEXAS COLLEGE ACCESS LOAN PROGRAM AND RECEIVED FEDERAL AND STATE FUNDING FOR RESEARCH GRANTS AND CONTRACTS. true CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES STUDY ABROAD CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 439803148 CENTRAL AMERICA AND THE CARIBBEAN 9 PROGRAM SERVICES RECRUITING CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES RESEARCH 116473 CENTRAL AMERICA AND THE CARIBBEAN FUNDRAISING FUNDRAISING CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES CONFERENCE CENTRAL AMERICA AND THE CARIBBEAN PROGARAM SERVICES TEACHING 645 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES COMPETITION CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES MEETINGS EAST ASIA AND THE PACIFIC PROGRAM SERVICES TEACHING/RECRUITING 45241 EAST ASIA AND THE PACIFIC PROGRAM SERVICES RECRUITING 2330 EAST ASIA AND THE PACIFIC PROGRAM SERVICES CONFERENCE 5094 EAST ASIA AND THE PACIFIC PROGRAM SERVICES STUDY ABROAD 1975 EAST ASIA AND THE PACIFIC PROGRAM SERVICES RESEARCH 690345 EAST ASIA AND THE PACIFIC PROGRAM SERVICES EXHIBIT 38689 EAST ASIA AND THE PACIFIC FUNDRAISING ALUM REL FUNDRAIS 1760 EAST ASIA AND THE PACIFIC PROGRAM SERVICES COMPETITION 1259 EUROPE PROGRAM SERVICES COMPETITON 825 EUROPE FUNDRAISING ALUMNI REL/FUNDRAIS EUROPE PROGRAM SERVICES STUDENT COMPETITION EUROPE PROGRAM SERVICES PUBLIC RELATIONS EUROPE 4 PROGRAM SERVICES STUDY ABROAD 1542983 EUROPE PROGRAM SERVICES RECRUITING 5754 EUROPE PROGRAM SERVICES EXHIBIT PREPARATION 1619277 EUROPE PROGRAM SERVICES CONFERENCE 9723 EUROPE INVESTMENTS 18482513 EUROPE 4 PROGRAM SERVICES RESEARCH 28903 EUROPE PROGRAM SERVICES LECTURE/PRESENTATION 1150 EUROPE PROGRAM SERVICES TEACHING 235066 EUROPE PROGRAM SERVICES MEETING/COLLABORATIO 598 EUROPE PROGRAM SERVICES CONSULTING 1975 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES CONFERENCE MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES RECRUITING MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES STUDY ABROAD MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES RESEARCH 6825 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES TEACHING 2700 MIDDLE EAST AND NORTH AFRICA FUNDRAISING ALUMNI REL/FUNDRAIS MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES MEETINS/COLLABORATIO 1316 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES COMPETITION NORTH AMERICA PROGRAM SERVICES CONFERENCE 1253 NORTH AMERICA FUNDRAISING ALUMNI REL/FUNDRAIS NORTH AMERICA PROGRAM SERVICES STUDY ABROAD NORTH AMERICA PROGRAM SERVICES RESEARCH 164937 NORTH AMERICA PROGRAM SERVICES LECTURE/PRESENTATION 87439 NORTH AMERICA INVESTMENTS 19906552 NORTH AMERICA PROGRAM SERVICES RECRUITING 16099 NORTH AMERICA PROGRAM SERVICES EXHIBIT PREPARATION NORTH AMERICA PROGRAM SERVICES COMPETITION 464 NORTH AMERICA PROGRAM SERVICES MEETINGS/COLLABORATI 4059 NORTH AMERICA PROGRAM SERVICES PROGRAM DEVELOPMENT RUSSIA AND THE NEIGHBORING STATES PROGRAM SERVICES CONFERENCE 12 RUSSIA AND THE NEIGHBORING STATES PROGRAM SERVICES STUDY ABROAD RUSSIA AND THE NEIGHBORING STATES PROGRAM SERVICES RESEARCH RUSSIA AND THE NEIGHBORING STATES PROGRAM SERVICES TEACHING RUSSIA AND THE NEIGHBORING STATES PROGRAM SERVICES MEETING/COLLABORATIO 2794 RUSSIA AND THE NEIGHBORING STATES PROGRAM SERVICES RECRUITIMG SOUTH AMERICA PROGRAM SERVICES COMPETITION SOUTH AMERICA PROGRAM SERVICES LECTURE/PRESENTATION SOUTH AMERICA PROGRAM SERVICES STUDY ABROAD SOUTH AMERICA PROGRAM SERVICES RESEARCH SOUTH AMERICA PROGRAM SERVICES RECRUITING SOUTH AMERICA PROGRAM SERVICES EXHIBIT 7234 SOUTH AMERICA FUNDRAISING ALUMINI REL/FUNDRAIS SOUTH AMERICA PROGRAM SERVICES MEETINGS/COLLABORATI SOUTH AMERICA PROGRAM SERVICES TEACHING 15871 SOUTH ASIA PROGRAM SERVICES CONFERENCE 419 SOUTH ASIA PROGRAM SERVICES RECRUITING SOUTH ASIA PROGRM SERVICES STUDY ABROAD SOUTH ASIA PROGRAM SERVICES RESEARCH 189 SOUTH ASIA FUNDRAISING ALUMNI REL/FUNDRAISI SOUTH ASIA PROGRAM SERVICES TEACHING 189 SOUTH ASIA PROGRAM SERVICES MEETINGS/COLLABORATI SUB-SAHARAN AFRICA PROGRAM SERVICES CONFERENCE SUB-SAHARAN AFRICA PROGRAM SERVICES RESEARCH 23423 SUB-SAHARAN AFRICA PROGRAM SERVICES STUDY ABROAD SUB-SAHARAN AFRICA FUNDRAISING ALUMNI REL/FUNDRAISI SUB-SAHARAN AFRICA PROGRAM SERVICES TEACHING SUB-SAHARAN AFRICA PROGRAM SERVICES RECUITING 9 8 9 8 440706959 42170542 482877501 true false true true true true SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 0 439,803,148 CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 116,473 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 645 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 EAST ASIA AND THE PACIFIC 45,241 0 EAST ASIA AND THE PACIFIC 2,330 0 EAST ASIA AND THE PACIFIC 5,094 0 EAST ASIA AND THE PACIFIC 1,975 0 EAST ASIA AND THE PACIFIC 690,345 0 EAST ASIA AND THE PACIFIC 38,689 0 EAST ASIA AND THE PACIFIC 1,760 0 EAST ASIA AND THE PACIFIC 1,259 0 EUROPE 825 0 EUROPE 0 0 EUROPE 0 0 EUROPE 0 0 EUROPE 1,542,983 0 EUROPE 5,754 0 EUROPE 1,619,277 0 EUROPE 9,723 0 EUROPE 0 18,482,513 EUROPE 28,903 0 EUROPE 1,150 0 EUROPE 235,066 0 EUROPE 598 0 EUROPE 1,975 0 MIDDLE EAST AND NORTH AFRICA 0 0 MIDDLE EAST AND NORTH AFRICA 0 0 MIDDLE EAST AND NORTH AFRICA 0 0 MIDDLE EAST AND NORTH AFRICA 6,825 0 MIDDLE EAST AND NORTH AFRICA 2,700 0 MIDDLE EAST AND NORTH AFRICA 0 0 MIDDLE EAST AND NORTH AFRICA 1,316 0 MIDDLE EAST AND NORTH AFRICA 0 0 NORTH AMERICA 1,253 0 NORTH AMERICA 0 0 NORTH AMERICA 0 0 NORTH AMERICA 164,937 0 NORTH AMERICA 87,439 0 NORTH AMERICA 0 19,906,552 NORTH AMERICA 16,099 0 NORTH AMERICA 0 0 NORTH AMERICA 464 0 NORTH AMERICA 4,059 0 NORTH AMERICA 0 0 RUSSIA AND THE NEIGHBORING STATES 12 0 RUSSIA AND THE NEIGHBORING STATES 0 0 RUSSIA AND THE NEIGHBORING STATES 0 0 RUSSIA AND THE NEIGHBORING STATES 0 0 RUSSIA AND THE NEIGHBORING STATES 2,794 0 RUSSIA AND THE NEIGHBORING STATES 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 7,234 0 SOUTH AMERICA 0 0 SOUTH AMERICA 0 0 SOUTH AMERICA 15,871 0 SOUTH ASIA 419 0 SOUTH ASIA 0 0 SOUTH ASIA 0 0 SOUTH ASIA 189 0 SOUTH ASIA 0 0 SOUTH ASIA 189 0 SOUTH ASIA 0 0 SUB-SAHARAN AFRICA 0 0 SUB-SAHARAN AFRICA 23,423 0 SUB-SAHARAN AFRICA 0 0 SUB-SAHARAN AFRICA 0 0 SUB-SAHARAN AFRICA 0 0 SUB-SAHARAN AFRICA 0 0 SCHEDULE F, PAGE 5, PART V PART I, LINE 3: THE UNIVERSITY ACCOUNTS FOR ALL EXPENDITURES ON AN ACCRUAL BASIS AND MAKES ALL REIMBURSEMENTS UNDER AN ACCOUNTABLE PLAN. X X X X X X X true RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 TELEMARKET false 267491 450352 -182861 MARTS LUNDY INC 1200 WALL STREET WEST LYNDHURST NJ 07071 CONSULTING false 40025 -40025 267491 490377 -222886 AK AL AR CA CO CT FL GA HI ID IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI TATE LECTURE SE 2036054 640600 1395454 364699 4075 747598 453670 MEADOWS ANNUAL 389261 383516 5745 9040 23136 33724 5 858468 499131 359337 -3557 164910 195708 234699 3283783 1523247 1760536 -3557 373739 168985 966442 722093 2227702 -467166 true THE DALLAS HOLOCAUST MUSEUMCENTER 211 N RECORD ST STE 100 DALLAS TX 75202 752113723 501C3 5500 EVENT SPONSORSHIP DALLAS ZOO 650 S RL THORNTON FWY DALLAS TX 75203 750964982 501C3 7500 PROGRAM SUPPORT UNITED METHODIST OF ARKANSAS 800 DAISY BATES DR LITTLE ROCK AR 72202 710554172 501C3 15000 PROGRAM SUPPORT 3 STUDENT TUITION GRANTS 8783263 229267010 BOOK TUITION, FEES, AND SCHOLARSHIPS ROOM AND BOARD ALLOWANCES SCHEDULE I, PAGE 1, PART I, LINE 2 THE UNIVERSITY PROVIDES FINANCIAL AID TO STUDENTS TO ENABLE THEM TO ATTEND THE UNIVERSITY. ALL FINANCIAL AID RECIPIENTS ARE SELECTED ON AN EQUAL OBJECTIVELY DETERMINABLE BASIS WITH OTHER RECIPIENTS. THAT IS, ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BASED ON THE UNIVERSITY'S ASSESSMENT OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS. A LIST OF RECIPIENTS OF SCHOLARSHIPS AND FELLOWSHIPS IS MAINTAINED IN THE UNIVERSITY'S FINANCIAL AID OFFICE. X X X X X X true true X X X X X X false false false true false false false false false DANIEL DYKES ATHLETIC COACH 443474 2200000 24690 28500 32270 2728934 TIMOTHY JANKOVICH BASKETBALL COACH 493191 1615000 18374 28500 32552 2187617 R GERALD TURNER PRESIDENT/TRUSTEE 921409 440271 123561 28500 92735 1606476 RICHARD HART ATHLETICS DIRECTOR 687516 148438 13436 28500 32100 909990 WILLIAM DILLON SR ASSOC DEAN BUSINE 351292 303826 3756 28500 31887 719261 BRAD E CHEVES VP DEVELOPMENT AND E 496665 116000 38439 28500 27077 706681 RAKESH DAHIYA TREASURER 447867 161216 28752 28500 27875 694210 CHRISTINE REGIS VP BUSINESS AND FINA 513867 40000 18241 28500 20335 620943 PAUL WARD VP LEGAL AFFAIRS AND 460915 50000 24821 28500 22287 586523 WILLIAM MAXWELL PROFESSOR OF FINANCE 315861 212196 13967 28500 4188 574712 MATTHEW MYERS DEAN 460787 37004 28500 37576 563867 ALBERT NIEMI JR DEAN 396261 99909 3769 28500 25574 554013 ELIZABETH LOBOA PROVOST & VP ACADEMI 284512 150000 56101 28500 13360 532473 THOMAS DIPIERO DEAN 381747 16432 28500 12497 439176 HAROLD STANLEY VP EXECUTIVE AFFAIRS 332831 30000 21169 28500 22371 434871 PETER MOORE FORMER INTER PROVOST 342743 25000 3757 28500 24926 424926 KENECHUKWU MMEJE VP STUDENT AFFAIRS 290822 28250 17348 24077 28587 389084 PAUL W LUDDEN FORMER PRVTS & VP AC 229032 4161 23561 24781 281535 AURELIE THIELE PROFESSOR TRUSTEE 142618 12000 2579 14622 11203 183022 MARY ANNE ROGERS ASSIS UNIV SECRETARY 111719 13000 1546 11740 14925 152930 SCHEDULE J, PAGE 1, PART I, LINE 1A CHARTER FLIGHT TRAVEL COSTS WERE INCURRED BY TIMOTHY JANKOVICH AND SONNY DYKES . THE UNIVERSITY'S TRAVEL POLICY PROVIDES THAT EXPENSES INCURRED BY SPOUSES ARE NOT REIMBURSABLE UNLESS THE SPOUSE IS TRAVELING FOR A BONA FIDE BUSINESS PURPOSE AND THE TRAVEL HAS BEEN APPROVED. ANY EXCEPTIONS TO THE POLICY REQUIRE APPROVAL BY THE APPROPRIATE UNIVERSITY OFFICER. ALL SPOUSAL TRAVEL IS PROCESSED UNDER THE PROVISIONS OF THE TAX DEPARTMENT'S SPOUSAL TRAVEL POLICY WHICH PROVIDES FOR EVALUATING THE TAXABLE COMPONENT, IF ANY, OF THE TRAVEL AND THE APPROPRIATE TAX TREATMENT AND REPORTING. ALL SPOUSAL TRAVEL REGARDING PRESIDENT TURNER ALSO REQUIRES THE REVIEW AND APPROVAL OF THE BOARD OF TRUSTEES AUDIT COMMITTEE CHAIR. APPROPRIATE APPROVALS IN ACCORDANCE WITH POLICY ARE REQUIRED PRIOR TO REIMBURSEMENT. SPOUSAL TRAVEL EXPENSES WERE PAID AND WERE REPORTED AS TAXABLE COMPENSATION FOR BRAD CHEVES. THE PRESIDENT WAS REQUIRED, UNDER HIS EMPLOYMENT CONTRACT, TO RESIDE IN THE UNIVERSITY PROVIDED RESIDENCE UNTIL MAY 31ST 2020. THIS REQUIREMENT HAS SINCE BEEN REMOVED FROM HIS CONTRACT. THERE IS A POLICY REGARDING REVIEW/APPROVAL OF SOCIAL CLUB DUES. THE UNIVERSITY HAS ESTABLISHED A REPORTING PERIOD OF NOVEMBER 1 THROUGH OCTOBER 31 FOR REPORTING PERSONAL USE OF A CLUB AND CALCULATING THE PERSONAL PORTION OF DUES THAT SHOULD BE REPORTED AS TAXABLE INCOME. ANY PERSONAL CHARGES AT SOCIAL CLUBS ARE REIMBURSED TO THE UNIVERSITY WHEN THE BILLING IS RECEIVED, PRIOR TO PAYMENT. THE EMPLOYEES WHO HAD PERSONAL AMOUNTS REPORTED AS TAXABLE COMPENSATION RELATED TO SOCIAL CLUB DUES ARE R GERALD TURNER, ELIZABETH LOBOA, BRAD CHEVES AND MATTHEW MYERS. THE UNIVERSITY PROVIDES SERVICES SUCH AS LANDSCAPING AND RESIDENTIAL REPAIRS AND MAINTENANCE FOR THE PRESIDENT'S RESIDENCE, CONSIDERING THEM NECESSARY AND APPROPRIATE FOR HIS USE OF THE FACILITY FOR BUSINESS FUNCTIONS AS THE RESIDENCE IS A UNIVERSITY OWNED ASSET. THE PERCENTAGE OF THE MAID'S COMPENSATION AND BENEFITS RELATED TO PERSONAL SERVICES WAS REPORTED AS TAXABLE COMPENSATION TO R GERALD TURNER. SCHEDULE J, PAGE 1, PART I, LINE 5A PART I, LINE 5A - COMPENSATION CONTINGENT UPON REVENUES OF ORGANIZATION THERE IS ONE PERSON LISTED IN FORM 990, PART VII, WHO RECEIVED AN INCENTIVE COMPENSATION BONUS. THE ELIGIBILITY FOR AND THE AMOUNT OF THE PAYMENT IS DETERMINED BY TWO COMPONENTS: A QUANTITATIVE MEASURE OF THE PERFORMANCE OF THE UNIVERSITY'S INVESTMENT POOL AGAINST AN APPROPRIATE BENCHMARK AND A QUALITATIVE MEASURE BASED ON FACTORS SUCH AS RISK MITIGATION, QUALITY OF DECISION MAKING AND CONTRIBUTIONS TO ADVANCEMENT OF THE ENDOWMENT. A 2007 SOUTHWEST HIGHER EDUCATION 521442059 845040GD0 2007-02-14 100890740 ADVANCE REFUND PORTION ADVANCE REFUND PORTION OF PRINCIPAL ON THE 1999A (1/20/99) AND 2002 (7/3/2002 false false false B 2013 SOUTHWEST HIGHER EDUCATION 521442059 845040JZ8 2013-04-16 107014349 FINANCE NEW MONEY PROJECTS. FINANCE NEW MONEY PROJECTS. false false false C 2016 SOUTHWEST HIGHER EDUCATION 521442059 845040KW3 2016-05-27 142977767 ADVANCE REFUND & DEFEASE A PORTION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2009 (10/1 false false false D 2017 SOUTHWEST HIGHER EDUCATION UMB 521442059 2017-02-14 48860000 CURRENTLY REFUND A PORTION OF THE 2007 BONDS. CURRENTLY REFUND A PORTION OF PRINCIPAL ON THE 2007 (2 false false false A 74340000 115262154 1723384 922858 384931 113955365 false true true true B 107864279 820533 107043745 2021 false false false true C 7630000 147634447 3108 1069687 26108635 120456125 false true false true D 15585000 48860000 390000 48470000 true false true true A false false true true true true 0.01700 0.01700 false false true B false false false false false false true C false false true true true true 0.00700 0.00700 false false true D false false true true true true 0.01700 0.01700 false false true A false false false true false false false false true B false true false true false false true DEUTSCHE BANK 2.800000000000 true false true C false true false true false false false false true D false true false false false false false false true A true B true C true D true PURPOSE OF ISSUE DESCRIPTION 2007 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND PORTION ADVANCE REFUND PORTION OF PRINCIPAL ON THE 1999A (1/20/99) AND 2002 (7/3/2002) BONDS. PURPOSE OF ISSUE DESCRIPTION 2013 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS. FINANCE NEW MONEY PROJECTS. PURPOSE OF ISSUE DESCRIPTION 2016 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND & DEFEASE A PORTION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2009 (10/1/09) BONDS. PURPOSE OF ISSUE DESCRIPTION 2017 SOUTHWEST HIGHER EDUCATION UMB CURRENTLY REFUND A PORTION OF THE 2007 BONDS. CURRENTLY REFUND A PORTION OF PRINCIPAL ON THE 2007 (2/14/07) BONDS. DATE REBATE COMPUTATION PERFORMED 2007 SOUTHWEST HIGHER EDUCATION 03/16/17 DATE REBATE COMPUTATION PERFORMED 2013 SOUTHWEST HIGHER EDUCATION 05/17/18 DATE REBATE COMPUTATION PERFORMED 2016 SOUTHWEST HIGHER EDUCATION 05/27/21 A 2017-2 SOUTHWEST HIGHER EDUCATION 521442059 845040MEI 2017-12-20 108294902 ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2010 BONDS false false false A 113773669 941394 112832275 false true true true A false false true true true true 0.00200 0.00200 false false true A false true false false false false false false true A true PURPOSE OF ISSUE DESCRIPTION 2017-2 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2010 BONDS 208123 TUITION WAIVER EDUCATION 58391 MERIT SCHOLARSHIP EDUCATION SCHEDULE L, PART V SCHEDULE L, PART III THE AMOUNT REPORTED ON PART III, LINE 1(C) REPORTS TUITION WAIVERS GRANTED ON THE SAME BASIS AS TO ANY OTHER BENEFIT-ELIGIBLE EMPLOYEE. THE AMOUNT REPORTED ON PART III, LINE 2(C) REPORTS THE MERIT SCHOLARSHIPS AWARDED ON AN OBJECTIVE AND NON-DISCRIMINATORY BASIS BASED ON PRE-ESTABLISHED CRITERIA AND REVIEWED BY A SELECTION COMMITTEE. X 32 5227525 MARKET OR APPRAISAL X 41505 MARKET OR APPRAISAL X 175 12541078 MARKET OR APPRAISAL X 21 640345 MARKET OR APPRAISAL X EQUIPMENT 4 2880 MARKET OR APPRAISAL X EVENT EXPENSE 1 52246 MARKET OR APPRAISAL X OTHER 14 1383633 SEE PART II false true true SCHEDULE M, PAGE 1, PART I, LINE 32B SOUTHERN METHODIST UNIVERSITY HIRES EXTERNAL BROKERS AND APPRAISERS AS DEEMED APPROPRIATE. SCHEDULE M, PAGE 2, PART II PART 1, LINE 17, COL (D), REAL ESTATE - OTHER: CONSISTENT WITH UNIVERSITY'S PRACTICE FOR VALUATION OF MINERAL INTERESTS FOR FINANCIAL STATEMENTS' PRESENTATION. PART 1, LINE 28, OTHER - DETAIL COL (B) COL (C) PART 1, LINE 28, OTHER: LIVESTOCK 8 1,375,000 PART 1, LINE 28, OTHER: AUCTION ITEMS 1 358 PART 1, LINE 28, OTHER: FURNISHINGS 1 5,000 PART 1, LINE 28, OTHER: ARCHIVAL RECORDS 2 2,900 PART 1, LINE 28, OTHER: SPORTS MEMORABILIA 2 375 ====== == ======== TOTAL PART 1 LINE 28 14 1,383,633 PART 1, LINE 28, COL (D), OTHER: MARKET OR APPRAISAL PART 1, COLUMN B: THE NUMBERS SHOWN IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990 PART IV, LINE 12: THE UNIVERSITY DID NOT RECEIVE A SEPARATE AUDITED FINANCIAL STATEMENT. HOWEVER, THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS INCLUDING THE BALANCE SHEET AND RELATED STATEMENTS OF ACTIVITIES AND CASH FLOWS WERE AUDITED IN ACCORDANCE WITH GAAP AND WERE REPORTED ON A CONSOLIDATED BASIS. PART IV, LINE 24B: THE UNIVERSITY PLANS TO SPEND PROCEEDS WITHIN THE TEMPORARY PERIOD EXCEPTION, BUT IN CASES WHEN IT DOES NOT, IT PREPARES THE APPROPRIATE ARBITRAGE REPORTING AND REMITS ANY EXCESS EARNINGS OVER THE ARBITRAGE YIELD TO THE GOVERNMENT. PART IV, LINE 24C: THE UNIVERSITY RECEIVED IN A PRIOR YEAR A DONATION RESTRICTED FOR PROJECTS FUNDED BY BONDS WHICH IT PUT INTO ESCROW UNTIL THE EARLIEST REDEMPTION DATE. FORM 990, PAGE 2, PART III, LINE 4D ORGANIZED ACTIVITIES: ORGANIZED ACTIVITIES MAKE AVAILABLE TO THE PUBLIC VARIOUS RESOURCES THAT EXIST WITHIN THE UNIVERSITY SUCH AS SEMINARS, CONFERENCES AND CAMPS. FORM 990, PART V, LINE 4B UNITED KINGDOM FORM 990, PART VI SECTION B, LINE 14: SOUTHERN METHODIST UNIVERSITY DOES NOT HAVE A UNIVERSITY-WIDE RETENTION POLICY, BUT DEPARTMENTS WITHIN THE UNIVERSITY HAVE RETENTION AND DOCUMENT DESTRUCTION POLICIES THAT REFLECT LEGISLATIVE OR OTHER LEGAL REQUIREMENTS AND GOOD BUSINESS PRACTICES. FORM 990, PAGE 6, PART VI, LINE 2 R. GERALD TURNER RAY HUNT PRESIDENT TRUSTEE BUSINESS RELATIONSHIP JEANNE PHILLIPS RAY HUNT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 11B THE COMPLETED FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AT A REGULARLY SCHEDULED MEETING SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY THE COMMITTEE. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE ARE ADDRESSED BY THE UNIVERSITY AND INCORPORATED INTO THE FORM 990 AS REQUIRED. THE CHAIR OF THE AUDIT COMMITTEE REPORTS ON THIS REVIEW TO THE FULL BOARD OF TRUSTEES AT THE NEXT REGULAR MEETING OF THE BOARD OF TRUSTEES. THE CHAIR OF THE AUDIT COMMITTEE INSTRUCTS THE MEMBERS OF THE BOARD ON HOW TO ACCESS THE FORM 990 ON A SECURE WEBSITE AND ENCOURAGES ANY TRUSTEE WITH QUESTIONS TO CONTACT THE VICE PRESIDENT FOR BUSINESS AND FINANCE. ALL BOARD MEMBERS ALSO RECEIVE AN EMAIL CONTAINING INSTRUCTIONS ON HOW TO ACCESS THE FORM 990 PRIOR TO THE IRS FILING DEADLINE. FORM 990, PAGE 6, PART VI, LINE 12C PURSUANT TO THE SMU CONFLICT OF INTEREST POLICY RELATING TO TRUSTEES, MEMBERS OF BOARD COMMITTEES, EXECUTIVE OFFICERS, AND DEANS, EACH COVERED PERSON COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THESE DISCLOSURES ARE REVIEWED BY A BOARD OF TRUSTEES CONFLICTS COMMITTEE. THE COMMITTEE REVIEWS THE MATERIAL FACTS AND DECIDES WHETHER SUCH FACTS GIVE RISE TO CONFLICTS OF INTEREST AND, IF SO, WHETHER SUCH CONFLICTS OF INTEREST SHOULD BE APPROVED OR DISAPPROVED. WITH RESPECT TO ANY OTHER SMU EMPLOYEES WITH AUTHORITY TO SIGN CONTRACTS OR WHO OTHERWISE PLAY A SUBSTANTIVE ROLE IN THE CONTRACT APPROVAL PROCESS FOR FINANCIAL AND OTHER COMMERCIAL COMMITMENTS OF THE UNIVERSITY, EACH SUCH PERSON MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THESE DISCLOSURES ARE REVIEWED BY THE GENERAL COUNSEL. UPON REVIEW OF ALL MATERIAL FACTS, THE GENERAL COUNSEL MUST DECIDE WHETHER SUCH FACTS GIVE RISE TO CONFLICTS OF INTEREST AND, IF SO, WHETHER SUCH CONFLICTS OF INTEREST SHOULD BE APPROVED OR DISAPPROVED. THE GENERAL COUNSEL PROVIDES A WRITTEN REPORT OF ALL SUCH DETERMINATIONS TO THE BOARD CONFLICTS COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 15A PURSUANT TO THE COMPENSATION COMMITTEE CHARTER ADOPTED BY THE SMU BOARD OF TRUSTEES, THE COMPENSATION COMMITTEE OF THE SMU BOARD OF TRUSTEES CONSISTS ENTIRELY OF OUTSIDE AND INDEPENDENT MEMBERS OF THE BOARD. THE COMMITTEE MAKES COMPENSATION DECISIONS BASED UPON APPROPRIATE COMPARABILITY DATA AND INCLUDES THE ADVICE OF AN INDEPENDENT COMPENSATION CONSULTANT AND CONTEMPORANEOUS DOCUMENTATION OF THE COMPENSATION DECISIONS. THE COMPENSATION COMMITTEE HAS ALL OF THE POWERS OF THE FULL BOARD IN MATTERS OF COMPENSATION OF CORPORATE OFFICERS; THE COMPENSATION COMMITTEE MUST REPORT ANY ACTION TAKEN BY THE COMMITTEE TO THE BOARD OF TRUSTEES AT THE BOARD'S NEXT MEETING. FORM 990, PAGE 6, PART VI, LINE 15B SEE ANSWER IN PART VI, LINE 15A. FORM 990, PAGE 6, PART VI, LINE 17 MISSISSIPPI, MISSOURI, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, NORTH CAROLINA, NORTH DAKOTA, OHIO, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WEST VIRGINIA, WISCONSIN FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, LINE 18 - ALL REQUESTS FOR COPIES OF FORM 990 AND 990-T ARE REVIEWED AND PROCESSED BY THE TAX DEPARTMENT OF SOUTHERN METHODIST UNIVERSITY. UPON RECEIVING A WRITTEN REQUEST, THE UNIVERSITY PROVIDES A COPY OF THE REQUESTED DOCUMENTATION WITHIN 30 DAYS FROM THE DATE OF RECEIPT. IF THE REQUEST IS MADE IN PERSON, THE UNIVERSITY PROVIDES THE COPIES ON THE DAY OF THE REQUEST, UNLESS UNUSUAL CIRCUMSTANCES PREVENT THIS IN WHICH CASE THE REQUESTED DOCUMENTATION IS PROVIDED WITHIN FIVE DAYS AFTER THE DATE OF THE REQUEST. FORM 990, PART XI THE AUDIT COMMITTEE FOR SOUTHERN METHODIST UNIVERSITY, THE SUPPORTED ORGANIZATION, IS RESPONSIBLE FOR REVIEWING THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND ACCOMPANYING FOOTNOTES. DURING THE AUDIT COMMITTEE MEETING, THE COMMITTEE MEMBERS ARE GIVEN AN OPPORTUNITY TO ASK QUESTIONS OF MANAGEMENT AND THE AUDIT FIRM. SIGNIFICANT TRANSACTIONS ARE HIGHLIGHTED IN THE EXECUTIVE SUMMARY PROVIDED TO THE COMMITTEE. FORM 990 PART X LINES 27-29: SMU ADOPTED ASU 2016-14 IN THE YEAR ENDING MAY 31, 2018. UNRESTRICTED NET ASSETS INCLUDE ALL NET ASSET CLASSIFIED AS "NET ASSET WITHOUT DONOR RESTRICTIONS" IN ACCORDANCE WITH ASC 958. PERMANENTLY RESTRICTED NET ASSETS INCLUDE ALL NET ASSETS CLASSIFIED AS "NET ASSETS WITH DONOR RESTRICTIONS" IN ACCORDANCE WITH ASC 958. SMU ADOPTED ASU NO.2016-01 IN THE YEAR ENDING MAY 31,2020. THIS REMOVES THE OPTION FOR THE UNIVERSITY TO REPORT VARIOUS EQUITY INVESTMENTS AT COST. THESE ASSETS ARE REPORTED AT FAIR VALUE. PERUNA HOLDINGS CORPORATION PO BOX 750261 DALLAS TX 752750261 204039621 SUPPORTING TX 509A3 12A SMU false MUSTANG MOCKINGBIRD PROPERTIES PO BOX 750261 DALLAS TX 752750261 204216534 SUPPORTING TX 509A3 12A SMU false SOUTHERN METHODIST UNIVERSITY FOUND PO BOX 750261 DALLAS TX 752750261 200588905 SUPPORTING TX 509A3 12A SMU false SMU CORP PO BOX 750261 DALLAS TX 752750261 264739435 SUPPORTING TX 501C3 12A SMU false PERUNA EAST CORPORATION PO BOX 750261 DALLAS TX 752750261 454611768 SUPPORTING TX 501C3 12A SMU false SMU GOLF FOUNDATION PO BOX 750261 DALLAS TX 752750261 465131991 SUPPORTING TX 501C3 12A SMU false CHARITABLE REMAINDER TRUST 7 DALLAS TX 75275 TRUST TX SMU TRUST false false false false false false false false false false false true true false true true false false true true ALL TRANSACTIONS MARKED YES ABOVE ARE WITH 501(C)(3) ORGANIZATIONS