SOUTHERN METHODIST UNIVERSITY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN METHODIST UNIVERSITY (EIN 75-0800689)
Tax period: 2019-06-01 to 2020-05-31
Filed: 2021-04-14
IRS object ID: 202131049349301803
Schema version: 2019v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-04-14T15:20:30-05:00	ReturnTs
Tax Period End	2020-05-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	750800689	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHERN METHODIST UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	2147682004	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3140 DYER ST MS261	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	752750261	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHRISTINE REGIS	PersonNm
Person Title	VP BUSINESS AND FINA	PersonTitleTxt
Phone	2147682004	PhoneNum
Signature	2021-04-14	SignatureDt

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	R GERALD TURNER	PrincipalOfficerNm
Gross Receipts	$1,399,634,442	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SMU.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1911	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	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.	ActivityOrMissionDesc
Voting Members Governing Body	42	VotingMembersGoverningBodyCnt
Voting Members Independent	39	VotingMembersIndependentCnt
Total Employee	6467	TotalEmployeeCnt
Total Volunteers	4238	TotalVolunteersCnt
Total Gross UBI	$153,531	TotalGrossUBIAmt
PY Contributions Grants	$106,642,309	PYContributionsGrantsAmt
CY Contributions Grants	$198,610,129	CYContributionsGrantsAmt
PY Program Service Revenue	$638,923,836	PYProgramServiceRevenueAmt
CY Program Service Revenue	$669,174,163	CYProgramServiceRevenueAmt
PY Investment Income	$108,254,414	PYInvestmentIncomeAmt
CY Investment Income	$67,352,949	CYInvestmentIncomeAmt
PY Other Revenue	$8,709,657	PYOtherRevenueAmt
CY Other Revenue	$5,519,887	CYOtherRevenueAmt
PY Total Revenue	$862,530,216	PYTotalRevenueAmt
CY Total Revenue	$940,657,128	CYTotalRevenueAmt
PY Grants And Similar Paid	$202,166,940	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$221,670,173	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$327,613,573	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$345,391,223	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$749,373	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$868,455	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$17,554,727	CYTotalFundraisingExpenseAmt
PY Other Expenses	$250,292,986	PYOtherExpensesAmt
CY Other Expenses	$272,186,426	CYOtherExpensesAmt
PY Total Expenses	$780,822,872	PYTotalExpensesAmt
CY Total Expenses	$840,116,277	CYTotalExpensesAmt
PY Revenues Less Expenses	$81,707,344	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$100,540,851	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,219,199,659	TotalAssetsBOYAmt
Total Assets EOY	$3,480,437,552	TotalAssetsEOYAmt
Total Liabilities BOY	$1,016,364,494	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$899,332,536	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,202,835,165	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,581,105,016	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	Yes (true)	SignificantChangeInd
Expense	$576,470,297	ExpenseAmt
Grant	$198,707,603	GrantAmt
Revenue	$549,990,648	RevenueAmt
Desc	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 2018 WAS 11,666 AND SPRING SEMESTER 2019 WAS 11,340.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$116,506,824	ExpenseAmt
Grant	$22,659,489	GrantAmt
Revenue	$62,326,488	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$41,982,604	ExpenseAmt
Revenue	$38,582,205	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$16,932,801	ExpenseAmt
Revenue	$18,274,822	RevenueAmt
Desc	ORGANIZED ACTIVITIES: ORGANIZED ACTIVITIES MAKE AVAILABLE TO THE PUBLIC VARIOUS RESOURCES THAT EXIST WITHIN THE UNIVERSITY SUCH AS SEMINARS, CONFERENCES AND CAMPS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$16,932,801	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$18,274,822	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$751,892,526	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	Yes (true)	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	13743	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	6467	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	42	GoverningBodyVotingMembersCnt
Independent Voting Member	39	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TAX DEPARTMENT	PersonNm
Phone	2147682004	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6116 N CENTRAL EXPRESSWAY STE 203	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	752750261	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Key EmployeeKeyEmployeeInd
TIMOTHY JANKOVICH
BASKETBALL C	37.50	Yes (X)	$2,126,307	$0	$59,075
R GERALD TURNER
PRESIDENT/TR	37.50		$1,422,275	$0	$194,546	Yes (X)	Yes (X)
DANIEL DYKES
ATHLETIC COA	37.50	Yes (X)	$1,249,524	$0	$57,570
RICHARD HART
ATHLETICS DI	37.50	Yes (X)	$798,650	$0	$58,634
RAKESH DAHIYA
TREASURER	37.50		$655,000	$0	$54,486		Yes (X)
PAUL WARD
VP LEGAL AFF	37.50		$659,059	$0	$49,259		Yes (X)
WILLIAM DILLON
SR ASSOC DEA	37.50	Yes (X)	$632,524	$0	$58,420
BRAD E CHEVES
VP DEVELOPME	37.50		$600,068	$0	$53,688		Yes (X)
JAMES LINCK
FINANCE DEPT	37.50	Yes (X)	$552,433	$0	$54,251
CHRISTINE REGIS
VP BUSINESS	37.50		$534,937	$0	$51,527		Yes (X)
ALBERT NIEMI JR
DEAN	37.50		$488,515	$0	$52,443			Yes (X)
MATTHEW MYERS
DEAN	37.50		$459,484	$0	$64,833				Yes (X)
HAROLD STANLEY
VP / INTERIM	37.50		$371,330	$0	$48,643		Yes (X)
THOMAS DIPIERO
DEAN	37.50		$366,423	$0	$39,978				Yes (X)
PETER MOORE
FORMER INTER	37.50		$349,625	$0	$53,405			Yes (X)
KENECHUKWU MMEJE
VP STUDENT A	37.50		$324,082	$0	$48,049		Yes (X)
PAUL W LUDDEN
FORMER PRVTS	37.50		$309,996	$0	$51,940			Yes (X)
STEVEN CURRALL
PROVOST, VP	37.50		$316,016	$0	$35,645		Yes (X)
TIMOTHY ROSENDALE
PROFESSOR TR	37.50		$96,473	$0	$43,742	Yes (X)
MARY ANNE ROGERS
ASSIS UNIV S	37.50		$110,729	$0	$25,710		Yes (X)
CORINNE GIBSON
STUDENT TRUS			$3,231	$0	$0	Yes (X)
GERALD B ALLEY
TRUSTEE			$0	$0	$0	Yes (X)
RUTH S ALTSHULER
TRUSTEE			$0	$0	$0	Yes (X)
WILLIAM ARMSTRONG
TRUSTEE			$0	$0	$0	Yes (X)
MICHAEL M BOONE
TRUSTEE			$0	$0	$0	Yes (X)
TUCKER S BRIDWELL
TRUSTEE			$0	$0	$0	Yes (X)
LAURA WELCH BUSH
TRUSTEE			$0	$0	$0	Yes (X)
RICHIE L BUTLER
TRUSTEE			$0	$0	$0	Yes (X)
KELLY H COMPTON
TRUSTEE			$0	$0	$0	Yes (X)
JEANNE TOWER COX
TRUSTEE			$0	$0	$0	Yes (X)
KATHERINE CROW
TRUSTEE			$0	$0	$0	Yes (X)
GARY T CRUM
TRUSTEE			$0	$0	$0	Yes (X)
ANTOINE LV DIJKSTRA
TRUSTEE			$0	$0	$0	Yes (X)
GERALD J FORD
TRUSTEE			$0	$0	$0	Yes (X)
CYNTHIA FIERRO HARVEY
TRUSTEE			$0	$0	$0	Yes (X)
CLARK K HUNT
TRUSTEE			$0	$0	$0	Yes (X)
RAY L HUNT
TRUSTEE			$0	$0	$0	Yes (X)
DAVID S HUNTLEY
TRUSTEE			$0	$0	$0	Yes (X)
SCOTT J JONES
TRUSTEE			$0	$0	$0	Yes (X)
ANTONIO O GARZA JR
TRUSTEE			$0	$0	$0	Yes (X)
FREDERICK B HEGI JR
TRUSTEE			$0	$0	$0	Yes (X)
PAUL B LOYD JR
TRUSTEE			$0	$0	$0	Yes (X)
ROBERT H DEDMAN JR
TRUSTEE			$0	$0	$0	Yes (X)
BOBBY B LYLE
TRUSTEE			$0	$0	$0	Yes (X)
MICHAEL MCKEE
TRUSTEE			$0	$0	$0	Yes (X)
SCOTT MCLEAN
TRUSTEE			$0	$0	$0	Yes (X)
DAVID B MILLER
TRUSTEE			$0	$0	$0	Yes (X)
FRANCES A MOODY-DAHLBERG
TRUSTEE			$0	$0	$0	Yes (X)
JUAN ANTONIO GONZALEZ MORENO
TRUSTEE			$0	$0	$0	Yes (X)
CONNIE O'NEILL
TRUSTEE			$0	$0	$0	Yes (X)
SHERON PATTERSON
TRUSTEE			$0	$0	$0	Yes (X)
SARAH PEROT
TRUSTEE			$0	$0	$0	Yes (X)
JEANNE L PHILLIPS
TRUSTEE			$0	$0	$0	Yes (X)
CAREN H PROTHRO
TRUSTEE			$0	$0	$0	Yes (X)
PAUL L RASMUSSEN
TRUSTEE			$0	$0	$0	Yes (X)
CARL SEWELL
TRUSTEE			$0	$0	$0	Yes (X)
DOUGLAS SMELLAGE
TRUSTEE			$0	$0	$0	Yes (X)
ROYCE E WILSON SR
TRUSTEE			$0	$0	$0	Yes (X)
RICHARD K TEMPLETON
TRUSTEE			$0	$0	$0	Yes (X)
RICHARD WARE
TRUSTEE			$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$12,426,681	TotalReportableCompFromOrgAmt
Total Other Compensation	$1,155,844	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	674	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SIEMENS BUILDING TECHNOLOGIES INC
8600 NORTH ROYAL LANE STE 100	IRVING	TX	75063	CONSTRUCTION	$34,611,868
HC BECK
1807 ROSS AVENUE STE 500	DALLAS	TX	75201	CONSTRUCTION	$22,371,376
ARAMARK CORPORATION
24818 NETWORK PLACE	CHICAGO	IL	60673	DINING	$18,928,725
SPRING VALLEY CONSTRUCTION COMPANY
10950 ALDER CIRCLE	DALLAS	TX	752381353		$10,270,321
SCHWOB BUILDING COMPANY LTD
2349 GLENDA LANE	DALLAS	TX	75229		$7,571,624

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	282	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,449,396	FundraisingAmt
Government Grants	$30,091	GovernmentGrantsAmt
All Other Contributions	$197,130,642	AllOtherContributionsAmt
Noncash Contributions	$15,566,656	NoncashContributionsAmt
Total Contributions	$198,610,129	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611710	$536,310,940	$536,310,940
AUXILIARY ACTIVITIES	611710	$62,326,488	$62,326,488
SPONSORED RESEARCH	611710	$38,582,205	$38,582,205
ALL OTHER PROGRAM REVENUE	611710	$13,679,708	$13,679,708
OTHER STUDENT FEES	611710	$11,122,617	$11,122,617

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,152,205	TotalRevenueColumnAmt
Related Or Exempt Func Income	$7,152,205	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$669,174,163	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,315,540	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,228,725	UnrelatedBusinessRevenueAmt
Exclusion	$16,086,815	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,521,050	TotalRevenueColumnAmt
Exclusion	$2,521,050	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,507,702	TotalRevenueColumnAmt
Exclusion	$6,507,702	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$42,000	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$42,000	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$42,000	TotalRevenueColumnAmt
Exclusion	$42,000	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$503,241,545	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$456,725,186	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$46,516,359	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$46,516,359	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,075,194	UnrelatedBusinessRevenueAmt
Exclusion	$44,441,345	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$3,307,191	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,449,396	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$2,252,128	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,055,063	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	-$2,084,878	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$2,084,878	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	-$2,084,878	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$940,657,128	TotalRevenueColumnAmt
Related Or Exempt Func Income	$667,089,285	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$153,531	UnrelatedBusinessRevenueAmt
Exclusion	$69,598,912	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$251,745	TotalAmt
Program Services	$251,745	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$221,418,428	TotalAmt
Program Services	$221,418,428	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$6,346,942	TotalAmt
Program Services	$1,144,014	ProgramServicesAmt
Management And General	$4,520,867	ManagementAndGeneralAmt
Fundraising	$682,061	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,342,662	TotalAmt
Program Services	$1,342,662	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$263,965,430	TotalAmt
Program Services	$228,626,607	ProgramServicesAmt
Management And General	$26,675,835	ManagementAndGeneralAmt
Fundraising	$8,662,988	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$19,670,255	TotalAmt
Program Services	$16,466,637	ProgramServicesAmt
Management And General	$2,435,715	ManagementAndGeneralAmt
Fundraising	$767,903	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$37,652,369	TotalAmt
Program Services	$31,520,076	ProgramServicesAmt
Management And General	$4,662,391	ManagementAndGeneralAmt
Fundraising	$1,469,902	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$16,413,565	TotalAmt
Program Services	$13,740,352	ProgramServicesAmt
Management And General	$2,032,448	ManagementAndGeneralAmt
Fundraising	$640,765	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,620,875	TotalAmt
Program Services	$560,375	ProgramServicesAmt
Management And General	$4,060,495	ManagementAndGeneralAmt
Fundraising	$5	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$476,285	TotalAmt
Program Services	$16,745	ProgramServicesAmt
Management And General	$459,540	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$120,788	TotalAmt
Management And General	$120,788	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$868,455	TotalAmt
Fundraising	$868,455	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$11,233,468	TotalAmt
Management And General	$11,233,468	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$38,045,722	TotalAmt
Program Services	$36,233,971	ProgramServicesAmt
Management And General	$950,836	ManagementAndGeneralAmt
Fundraising	$860,915	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,734,808	TotalAmt
Program Services	$2,746,176	ProgramServicesAmt
Management And General	$904,862	ManagementAndGeneralAmt
Fundraising	$83,770	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,874,442	TotalAmt
Program Services	$13,146,029	ProgramServicesAmt
Management And General	$1,250,459	ManagementAndGeneralAmt
Fundraising	$477,954	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$18,681,282	TotalAmt
Program Services	$18,414,950	ProgramServicesAmt
Management And General	$192,568	ManagementAndGeneralAmt
Fundraising	$73,764	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$14,711	TotalAmt
Program Services	$3,940	ProgramServicesAmt
Management And General	$10,771	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$39,777,056	TotalAmt
Program Services	$36,547,376	ProgramServicesAmt
Management And General	$2,986,635	ManagementAndGeneralAmt
Fundraising	$243,045	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$13,959,954	TotalAmt
Program Services	$13,435,040	ProgramServicesAmt
Management And General	$237,938	ManagementAndGeneralAmt
Fundraising	$286,976	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,697,471	TotalAmt
Program Services	$1,489,543	ProgramServicesAmt
Management And General	$65,178	ManagementAndGeneralAmt
Fundraising	$142,750	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$21,062,323	TotalAmt
Program Services	$21,062,323	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$49,537,983	TotalAmt
Program Services	$43,672,190	ProgramServicesAmt
Management And General	$5,519,522	ManagementAndGeneralAmt
Fundraising	$346,271	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,480,634	TotalAmt
Program Services	$4,478,543	ProgramServicesAmt
Management And General	$2,134	ManagementAndGeneralAmt
Fundraising	-$43	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ALL OTHER EXPENSES	$34,977,210	$32,120,593	$1,457,806	$1,398,811
BOOKS AND PERIODICALS	$7,944,042	$7,804,646	$48,095	$91,301
PUBLIC RELATIONS	$4,374,823	$3,173,614	$728,133	$473,076
PROPERTY COSTS	$2,572,549	$2,475,951	$112,540	-$15,942

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$840,116,277	TotalAmt
Program Services	$751,892,526	ProgramServicesAmt
Management And General	$70,669,024	ManagementAndGeneralAmt
Fundraising	$17,554,727	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$101,941,132	BOYAmt
EOY	$89,962,597	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$113,304,198	BOYAmt
EOY	$65,645,733	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$124,245,102	BOYAmt
EOY	$207,082,768	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$95,984,090	BOYAmt
EOY	$120,671,906	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$4,315,064	BOYAmt
EOY	$3,608,926	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$377,137	BOYAmt
EOY	$393,052	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$10,841,162	BOYAmt
EOY	$11,015,756	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,707,516,285	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$560,032,713	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,110,486,795	BOYAmt
EOY	$1,147,483,572	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$675,073,067	BOYAmt
EOY	$523,276,516	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$974,862,963	BOYAmt
EOY	$1,311,265,077	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$7,768,949	BOYAmt
EOY	$31,649	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,219,199,659	BOYAmt
EOY	$3,480,437,552	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$135,511,040	BOYAmt
EOY	$148,230,378	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$44,975,030	BOYAmt
EOY	$55,199,705	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$627,826,381	BOYAmt
EOY	$503,581,071	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$4,586,000	BOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$203,466,043	BOYAmt
EOY	$192,321,382	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,016,364,494	BOYAmt
EOY	$899,332,536	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$685,108,165	BOYAmt
EOY	$677,266,016	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,517,727,000	BOYAmt
EOY	$1,903,839,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,202,835,165	BOYAmt
EOY	$2,581,105,016	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,219,199,659	BOYAmt
EOY	$3,480,437,552	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$100,540,851	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$17,776,000	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$295,505,000	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$111,010,601	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$78,130,337	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$96,821,224	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$106,642,309	CurrentTaxYearMinus1YearAmt
Current Tax Year	$198,610,129	CurrentTaxYearAmt
Total	$591,214,600	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$111,010,601	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$78,130,337	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$96,821,224	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$106,642,309	CurrentTaxYearMinus1YearAmt
Current Tax Year	$198,610,129	CurrentTaxYearAmt
Total	$591,214,600	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$591,214,600	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$28,302,409	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,873,411	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,062,893	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,447,257	CurrentTaxYearMinus1YearAmt
Current Tax Year	$27,386,292	CurrentTaxYearAmt
Total	$154,072,262	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$412,825	CurrentTaxYearMinus3YearsAmt
Current Tax Year	$270,371	CurrentTaxYearAmt
Total	$683,196	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$745,970,058	TotalSupportAmt
Gross Receipts Rltd Activities	$1,942,449,566	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.79250	PublicSupportCY170Pct
Public Support PY170	0.75660	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$120,788	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$120,788	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$913,975,176	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$914,095,964	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$96,934	CurrentYearMinus3Amt
Current Year Minus2	$125,956	CurrentYearMinus2Amt
Current Year Minus1	$108,777	CurrentYearMinus1Amt
Current Year	$120,788	CurrentYearAmt
Total	$452,455	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Funds And Other Accounts Held	3	FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Grants	$1,558,398	FundsAndOtherAccountsGrantsAmt
Funds And Other Accounts Vl EOY	$31,871,440	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$1,320,451	RevenuesIncludedAmt
Assets Included	$70,441,739	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	EDUCATIONAL PROGRAMMING	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,607,333,154	BeginningYearBalanceAmt
Contributions	$43,348,622	ContributionsAmt
Investment Earnings Or Losses	$40,355,352	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$17,347,555	GrantsOrScholarshipsAmt
Other Expenditures	$51,262,399	OtherExpendituresAmt
Administrative Expenses	$22,214,376	AdministrativeExpensesAmt
End Year Balance	$1,600,212,798	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,619,232,484	BeginningYearBalanceAmt
Contributions	$30,445,400	ContributionsAmt
Investment Earnings Or Losses	$49,792,405	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$16,130,668	GrantsOrScholarshipsAmt
Other Expenditures	$52,582,322	OtherExpendituresAmt
Administrative Expenses	$23,272,275	AdministrativeExpensesAmt
End Year Balance	$1,607,485,023	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,505,303,167	BeginningYearBalanceAmt
Contributions	$34,910,442	ContributionsAmt
Investment Earnings Or Losses	$163,004,119	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,590,804	GrantsOrScholarshipsAmt
Other Expenditures	$46,020,912	OtherExpendituresAmt
Administrative Expenses	$22,373,528	AdministrativeExpensesAmt
End Year Balance	$1,619,232,484	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,383,980,715	BeginningYearBalanceAmt
Contributions	$27,950,856	ContributionsAmt
Investment Earnings Or Losses	$176,705,502	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,742,626	GrantsOrScholarshipsAmt
Other Expenditures	$45,917,433	OtherExpendituresAmt
Administrative Expenses	$21,673,847	AdministrativeExpensesAmt
End Year Balance	$1,505,303,167	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,505,296,161	BeginningYearBalanceAmt
Contributions	$44,077,815	ContributionsAmt
Investment Earnings Or Losses	-$82,621,385	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,102,284	GrantsOrScholarshipsAmt
Other Expenditures	$44,572,939	OtherExpendituresAmt
Administrative Expenses	$23,096,653	AdministrativeExpensesAmt
End Year Balance	$1,383,980,715	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.05650	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.94350	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$110,051,530	OtherCostOrOtherBasisAmt
Book Value	$110,051,530	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,305,463,579	OtherCostOrOtherBasisAmt
Depreciation	$424,035,989	DepreciationAmt
Book Value	$881,427,590	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$174,469,704	OtherCostOrOtherBasisAmt
Depreciation	$80,805,017	DepreciationAmt
Book Value	$93,664,687	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$117,531,472	OtherCostOrOtherBasisAmt
Depreciation	$55,191,707	DepreciationAmt
Book Value	$62,339,765	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,147,483,572	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (10 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DIVERSIFYING STRATEGIES FUNDS	$538,375,869	C
EQUITY FUNDS WITHOUT DAILY LIQUIDITY	$394,163,771	C
PRIVATE EQUITY FUNDS	$231,316,891	C
MINERAL RIGHTS	$69,904,000	C
VENTURE CAPITAL	$33,887,367	C
FUNDS HELD IN TRUST BY OTHERS	$19,886,858	F
PARTNERSHIP INVESTMENTS - REAL EST	$18,437,118	C
FIXED INCOME FUNDS WITHOUT DAILY LIQ	$5,167,348	C
PARTNERSHIP INVESTMENTS - TIMBER	$125,847	C
OTHER INVESTMENTS	$8	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,311,265,077	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
TAXABLE BONDS PAYABLE	$181,719,979
US GOVERNMENT STUDENT LOAN ADVANCES	$11,591,000
DEPOSITS	$3,583,972
	$691,760
	-$5,265,329

Field	Value	IRS element (for citing)
Total Liability	$192,321,382	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PAGE 2, PART V, LINE 4	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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, TEXAS B-ON-TIME PROGRAM, AND TEXAS COLLEGE ACCESS LOAN PROGRAM AND RECEIVED FEDERAL AND STATE FUNDING FOR RESEARCH GRANTS AND CONTRACTS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (74 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	STUDY ABROAD	$1,096
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$396,784,283
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RECRUITING	$2,516	9
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RESEARCH	$1,260
CENTRAL AMERICA AND THE CARIBBEAN	FUNDRAISING	FUNDRAISING	$85
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	CONFERENCE
CENTRAL AMERICA AND THE CARIBBEAN	PROGARAM SERVICES	TEACHING	$3,031
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	COMPETITION	$11,970
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	MEETINGS	$404
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	TEACHING/RECRUITING	$82,265
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RECRUITING	$14,717
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	CONFERENCE	$122,274
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STUDY ABROAD	$114,289
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RESEARCH	$412,661
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	MEETING	$16,775
EAST ASIA AND THE PACIFIC	FUNDRAISING	ALUM REL FUNDRAIS	$2,769
EUROPE	FUNDRAISING	ALUMNI REL/FUNDRAIS	$5,067
EUROPE	PROGRAM SERVICES	STUDENT COMPETITION
EUROPE	PROGRAM SERVICES	PUBLIC RELATIONS
EUROPE	PROGRAM SERVICES	STUDY ABROAD	$2,120,351		4
EUROPE	PROGRAM SERVICES	RECRUITING	$93,360
EUROPE	PROGRAM SERVICES	EXHIBIT PREPARATION	$1,215,263
EUROPE	PROGRAM SERVICES	CONFERENCE	$535,849
EUROPE	INVESTMENTS		$14,896,314
EUROPE	PROGRAM SERVICES	RESEARCH	$133,814		4
EUROPE	PROGRAM SERVICES	LECTURE/PRESENTATION	$95,349
EUROPE	PROGRAM SERVICES	TEACHING	$483,027
EUROPE	PROGRAM SERVICES	MEETING/COLLABORATIO	$29,695
EUROPE	PROGRAM SERVICES	CONSULTING
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	CONFERENCE	$68,130
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RECRUITING	$18,329
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	STUDY ABROAD	$59,867
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RESEARCH	$18,381
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	TEACHING	$6,532
MIDDLE EAST AND NORTH AFRICA	FUNDRAISING	ALUMNI REL/FUNDRAIS	$2,839
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	MEETINS/COLLABORATIO	$4,035
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	COMPETITION	$1,463
NORTH AMERICA	PROGRAM SERVICES	CONFERENCE	$200,206
NORTH AMERICA	FUNDRAISING	ALUMNI REL/FUNDRAIS	$2,839
NORTH AMERICA	PROGRAM SERVICES	STUDY ABROAD
NORTH AMERICA	PROGRAM SERVICES	RESEARCH	$81,504
NORTH AMERICA	PROGRAM SERVICES	LECTURE/PRESENTATION	$97,781
NORTH AMERICA	INVESTMENTS		$49,110,120
NORTH AMERICA	PROGRAM SERVICES	RECRUITING	$20,194
NORTH AMERICA	PROGRAM SERVICES	EXHIBIT PREPARATION
NORTH AMERICA	PROGRAM SERVICES	COMPETITION	$1,463
NORTH AMERICA	PROGRAM SERVICES	MEETINGS/COLLABORATI	$66,146
NORTH AMERICA	PROGRAM SERVICES	PROGRAM DEVELOPMENT
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	CONFERENCE	$5,753
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	STUDY ABROAD
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	RESEARCH	$1,454
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	TEACHING	$66
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	MEETING/COLLABORATIO	$974
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	RECRUITIMG	$77
SOUTH AMERICA	PROGRAM SERVICES	COMPETITION	$11,970
SOUTH AMERICA	PROGRAM SERVICES	LECTURE/PRESENTATION
SOUTH AMERICA	PROGRAM SERVICES	STUDY ABROAD	$85,061
SOUTH AMERICA	PROGRAM SERVICES	RESEARCH	$1,260
SOUTH AMERICA	PROGRAM SERVICES	RECRUITING	$2,516
SOUTH AMERICA	FUNDRAISING	ALUMINI REL/FUNDRAIS	$85
SOUTH AMERICA	PROGRAM SERVICES	MEETINGS/COLLABORATI	$404
SOUTH AMERICA	PROGRAM SERVICES	TEACHING	$14,830
SOUTH ASIA	PROGRAM SERVICES	CONFERENCE	$1,155
SOUTH ASIA	PROGRAM SERVICES	RECRUITING	$18,418
SOUTH ASIA	PROGRM SERVICES	STUDY ABROAD	$4,714
SOUTH ASIA	PROGRAM SERVICES	RESEARCH
SOUTH ASIA	FUNDRAISING	ALUMNI REL/FUNDRAISI
SOUTH ASIA	PROGRAM SERVICES	MEETINGS/COLLABORATI
SUB-SAHARAN AFRICA	PROGRAM SERVICES	CONFERENCE	$4,122
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RESEARCH	$16,387
SUB-SAHARAN AFRICA	PROGRAM SERVICES	STUDY ABROAD
SUB-SAHARAN AFRICA	FUNDRAISING	ALUMNI REL/FUNDRAISI
SUB-SAHARAN AFRICA	PROGRAM SERVICES	TEACHING	$21,324
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RECUITING	$681

Field	Value	IRS element (for citing)
Subtotal Offices	9	SubtotalOfficesCnt
Continuation Total Employee	8	ContinuationTotalEmployeeCnt
Total Office	9	TotalOfficeCnt
Total Employee	8	TotalEmployeeCnt
Subtotal Spent	$397,575,462	SubtotalSpentAmt
Continuation Spent	$69,554,102	ContinuationSpentAmt
Total Spent	$467,129,564	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE F, PAGE 1, PART I, LINE 3

CENTRAL AMERICA AND THE CARIBBEAN 1,096 0 CENTRAL AMERICA AND THE CARIBBEAN 0 396,784,283 CENTRAL AMERICA AND THE CARIBBEAN 2,516 0 CENTRAL AMERICA AND THE CARIBBEAN 1,260 0 CENTRAL AMERICA AND THE CARIBBEAN 85 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 CENTRAL AMERICA AND THE CARIBBEAN 3,031 0 CENTRAL AMERICA AND THE CARIBBEAN 11,970 0 CENTRAL AMERICA AND THE CARIBBEAN 404 0 EAST ASIA AND THE PACIFIC 82,265 0 EAST ASIA AND THE PACIFIC 14,717 0 EAST ASIA AND THE PACIFIC 122,274 0 EAST ASIA AND THE PACIFIC 114,289 0 EAST ASIA AND THE PACIFIC 412,661 0 EAST ASIA AND THE PACIFIC 16,775 0 EAST ASIA AND THE PACIFIC 2,769 0 EUROPE 5,067 0 EUROPE 0 0 EUROPE 0 0 EUROPE 2,120,351 0 EUROPE 93,360 0 EUROPE 1,215,263 0 EUROPE 535,849 0 EUROPE 0 14,896,314 EUROPE 133,814 0 EUROPE 95,349 0 EUROPE 483,027 0 EUROPE 29,695 0 EUROPE 0 0 MIDDLE EAST AND NORTH AFRICA 68,130 0 MIDDLE EAST AND NORTH AFRICA 18,329 0 MIDDLE EAST AND NORTH AFRICA 59,867 0 MIDDLE EAST AND NORTH AFRICA 18,381 0 MIDDLE EAST AND NORTH AFRICA 6,532 0 MIDDLE EAST AND NORTH AFRICA 2,839 0 MIDDLE EAST AND NORTH AFRICA 4,035 0 MIDDLE EAST AND NORTH AFRICA 1,463 0 NORTH AMERICA 200,206 0 NORTH AMERICA 2,839 0 NORTH AMERICA 0 0 NORTH AMERICA 81,504 0 NORTH AMERICA 97,781 0 NORTH AMERICA 0 49,110,120 NORTH AMERICA 20,194 0 NORTH AMERICA 0 0 NORTH AMERICA 1,463 0 NORTH AMERICA 66,146 0 NORTH AMERICA 0 0 RUSSIA AND THE NEIGHBORING STATES 5,753 0 RUSSIA AND THE NEIGHBORING STATES 0 0 RUSSIA AND THE NEIGHBORING STATES 1,454 0 RUSSIA AND THE NEIGHBORING STATES 66 0 RUSSIA AND THE NEIGHBORING STATES 974 0 RUSSIA AND THE NEIGHBORING STATES 77 0 SOUTH AMERICA 11,970 0 SOUTH AMERICA 0 0 SOUTH AMERICA 85,061 0 SOUTH AMERICA 1,260 0 SOUTH AMERICA 2,516 0 SOUTH AMERICA 85 0 SOUTH AMERICA 404 0 SOUTH AMERICA 14,830 0 SOUTH ASIA 1,155 0 SOUTH ASIA 18,418 0 SOUTH ASIA 4,714 0 SOUTH ASIA 0 0 SOUTH ASIA 0 0 SOUTH ASIA 0 0 SUB-SAHARAN AFRICA 4,122 0 SUB-SAHARAN AFRICA 16,387 0 SUB-SAHARAN AFRICA 0 0 SUB-SAHARAN AFRICA 0 0 SUB-SAHARAN AFRICA 21,324 0 SUB-SAHARAN AFRICA 681 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.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ LLC
1025 KIRKWOOD PARKWAY SW	CEDAR RAPIDS	IA	52404	TELEMARKET	false	$230,231	$413,215	-$182,984
MARTS LUNDY INC
1200 WALL STREET WEST	LYNDHURST	NJ	07071	CONSULTING	false		$72,765	-$72,765

Field	Value	IRS element (for citing)
Total Gross Receipts	$230,231	TotalGrossReceiptsAmt
Total Retained By Contractors	$485,980	TotalRetainedByContractorsAmt
Total Net To Organization	-$255,749	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	TATE LECTURE SE	Event1Nm
Gross Receipts Event1	$2,088,519	GrossReceiptsEvent1Amt
Charitable Contri Event1	$574,415	CharitableContriEvent1Amt
Gross Revenue Event1	$1,514,104	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$129,577	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$89,390	FoodAndBeverageEvent1Amt
Entertainment Event1	$424,259	EntertainmentEvent1Amt
Other Direct Expenses Event1	$476,398	OtherDirectExpensesEvent1Amt
Event2	MEADOWS ANNUAL	Event2Nm
Gross Receipts Event2	$887,875	GrossReceiptsEvent2Amt
Charitable Contri Event2	$441,325	CharitableContriEvent2Amt
Gross Revenue Event2	$446,550	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$31,255	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$264	FoodAndBeverageEvent2Amt
Entertainment Event2	$26,638	EntertainmentEvent2Amt
Other Direct Expenses Event2	$36,473	OtherDirectExpensesEvent2Amt
Other Events Total	7	OtherEventsTotalCnt
Gross Receipts Other Events	$1,775,343	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$431,306	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$1,344,037	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$9,791	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$437,224	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$469,829	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$112,030	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$4,751,737	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,447,046	CharitableContributionsTotAmt
Gross Revenue Total Events	$3,304,691	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$170,623	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$526,878	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$920,726	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$624,901	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$2,243,128	DirectExpenseSummaryEventsAmt
Net Income Summary	$1,061,563	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
AMERICAN ADVERTISING FEDERATION DAL
CFT	PO BOX 192505	DALLAS	TX	76119	750964565	501C3	$9,500	PROGRAM SUPPORT
NATIONAL FOOTBALL FOUNDATION
	433 E LAS COLINAS BLVD STE 1130	IRVING	TX	75039	510226347	501C3	$8,000	PROGRAM SUPPORT
WOMEN ON BOARDS 2020
	241 S FIGUEROA ST STE 300	LOS ANGELES	CA	90012	273272688	501C3	$7,500	PROGRAM SUPPORT
HEALTHY LATINA LIFESTYLE
	723 BIZERTE AVENUE	DALLAS	TX	75224	463839823	501C3	$10,000	PROGRAM SUPPORT
BOTANICAL RESEARCH
	1700 UNIVERSITY DR	FORT WORTH	TX	76107	752198196	501C3	$12,417	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	5	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
STUDENT TUITION GRANTS	$8,141,342	$213,277,086	BOOK	TUITION, FEES,
AND SCHOLARSHIPS				ROOM AND BOARD
				ALLOWANCES

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (true)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt
TIMOTHY JANKOVICH
BASKETBALL COACH	$493,326	$1,615,000	$17,981	$28,000	$31,075	$2,185,382
R GERALD TURNER
PRESIDENT/TRUSTEE	$895,655	$465,532	$61,088	$28,000	$166,546	$1,616,821
DANIEL DYKES
ATHLETIC COACH	$444,215	$800,000	$5,309	$28,000	$29,570	$1,307,094
RICHARD HART
ATHLETICS DIRECTOR	$662,725	$120,000	$15,925	$28,000	$30,634	$857,284
RAKESH DAHIYA
TREASURER	$428,748	$204,830	$21,422	$28,000	$26,486	$709,486
PAUL WARD
VP LEGAL AFFAIRS AND	$438,512	$175,000	$45,547	$28,000	$21,259	$708,318
WILLIAM DILLON
SR ASSOC DEAN BUSINE	$342,267	$286,501	$3,756	$28,000	$30,420	$690,944
BRAD E CHEVES
VP DEVELOPMENT AND E	$481,546	$16,000	$102,522	$28,000	$25,688	$653,756
JAMES LINCK
FINANCE DEPT CHAIR	$290,520	$251,486	$10,427	$28,000	$26,251	$606,684
CHRISTINE REGIS
VP BUSINESS AND FINA	$495,414		$39,523	$28,000	$23,527	$586,464
ALBERT NIEMI JR
DEAN	$388,546	$97,950	$2,019	$28,000	$24,443	$540,958
MATTHEW MYERS
DEAN	$431,906	$1,500	$26,078	$28,000	$36,833	$524,317
HAROLD STANLEY
VP / INTERIM PROVOST	$325,462		$45,868	$28,000	$20,643	$419,973
THOMAS DIPIERO
DEAN	$350,793		$15,630	$28,000	$11,978	$406,401
PETER MOORE
FORMER INTERIM DEAN	$343,432		$6,193	$28,000	$25,405	$403,030
KENECHUKWU MMEJE
VP STUDENT AFFAIRS	$283,891		$40,191	$22,400	$25,649	$372,131
PAUL W LUDDEN
FORMER PRVTS & VP AC	$308,246		$1,750	$28,000	$23,940	$361,936
STEVEN CURRALL
PROVOST, VP ACAD AFF	$260,503		$55,513	$26,125	$9,520	$351,661

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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 R GERALD TURNER AND BRAD CHEVES. THE PRESIDENT IS REQUIRED, UNDER HIS EMPLOYMENT CONTRACT, TO RESIDE IN THE UNIVERSITY PROVIDED RESIDENCE. 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, 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.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
2007 SOUTHWEST HIGHER EDUCATION
A	521442059	845040GD0	2007-02-14	$100,890,740	ADVANCE REFUND PORTION ADVANCE REFUND PORTION OF PRINCIPAL ON THE 1999A (1/20/99) AND 2002 (7/3/2002	false	false	false
2010 SOUTHWEST HIGHER EDUCATION
B	521442059	845040JB1	2010-10-28	$124,998,461	FINANCE NEW MONEY PROJECTS. FINANCE NEW MONEY PROJECTS.	Yes (true)	false	false
2013 SOUTHWEST HIGHER EDUCATION
C	521442059	845040JZ8	2013-04-16	$107,014,349	FINANCE NEW MONEY PROJECTS. FINANCE NEW MONEY PROJECTS.	false	false	false
2016 SOUTHWEST HIGHER EDUCATION
D	521442059	845040KW3	2016-05-27	$142,977,767	ADVANCE REFUND & DEFEASE A PORTION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2009 (10/1	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Other Spent ProceedsOtherSpentProceedsAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Bond DefeasedBondDefeasedAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Capitalized InterestCapitalizedInterestAmt	UnspentUnspentAmt
A	$74,340,000	$115,263,154	$1,779,766	$922,858	$384,931	$113,955,365	false	Yes (true)	Yes (true)	Yes (true)
B	$14,135,000	$125,317,215		$1,091,820			false	false	Yes (true)	Yes (true)	$99,490,000	$18	$124,225,377	2018
C		$107,861,076		$820,533			false	false	false	Yes (true)			$107,043,745
D		$147,434,291		$1,069,687		$120,456,125	false	Yes (true)	false	Yes (true)			$22,429,259		$3,108	$3,479,219

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01700	0.01700	false	false	Yes (true)
B	false	false	Yes (true)	Yes (true)	false		0.00200	0.00200	false	false	Yes (true)
C	false	false	false		false				false	false	Yes (true)
D	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00700	0.00700	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
(no name)
A	false	false	false	Yes (true)	false	false	false	false	Yes (true)
(no name)
B	false	false	false	Yes (true)	false	false	false	false	Yes (true)
DEUTSCHE BANK
C	false	Yes (true)	false	Yes (true)	false	false	Yes (true)	false	Yes (true)	2.800000000000	Yes (true)
(no name)
D	false	Yes (true)	false	false	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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	2010 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS. FINANCE NEW MONEY PROJECTS.
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.
DATE REBATE COMPUTATION PERFORMED	2007 SOUTHWEST HIGHER EDUCATION 03/16/17
DATE REBATE COMPUTATION PERFORMED	2010 SOUTHWEST HIGHER EDUCATION 12/21/15
DATE REBATE COMPUTATION PERFORMED	2013 SOUTHWEST HIGHER EDUCATION 05/17/18

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd	CUSIPCUSIPNum
2017 SOUTHWEST HIGHER EDUCATION UMB
A	521442059	2017-02-14	$48,860,000	CURRENTLY REFUND A PORTION OF THE 2007 BONDS. CURRENTLY REFUND A PORTION OF PRINCIPAL ON THE 2007 (2	false	false	false
2017-2 SOUTHWEST HIGHER EDUCATION
B	521442059	2017-12-20	$108,294,902	ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2010 BONDS	false	false	false	845040MEI

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Refunding EscrowRefundingEscrowAmt
A	$15,585,000	$48,860,000	$390,000	$48,470,000	Yes (true)	false	Yes (true)	Yes (true)
B		$112,217,108	$941,394	$10,922,125	false	Yes (true)	Yes (true)	Yes (true)	$100,353,589

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01700	0.01700	false	false	Yes (true)
B	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00200	0.00200	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	Yes (true)	false	false	false	false	false	false	Yes (true)
B	false	Yes (true)	false	false	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
PURPOSE OF ISSUE DESCRIPTION	2017-2 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2010 BONDS

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$187,022	TUITION WAIVER	EDUCATION
$66,100	MERIT SCHOLARSHIP	EDUCATION

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART V	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	20	ContributionCnt
Noncash Contributions Rpt F990	$1,272,451	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$48,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	375	ContributionCnt
Noncash Contributions Rpt F990	$10,964,632	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1	NoncashContributionsRptF990Amt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	11	ContributionCnt
Noncash Contributions Rpt F990	$32,245	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	EQUIPMENT	2	$96,250	MARKET OR APPRAISAL
Yes (X)	EVENT TICKETS	401	$56,165	MARKET OR APPRAISAL
Yes (X)	EVENT EXPENSE	13	$60,362	MARKET OR APPRAISAL
Yes (X)	OTHER	26	$3,036,550	SEE PART II

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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 13 1,954,900 PART 1, LINE 28, OTHER: MUSICAL INSTRUMENTS 2 47,500 PART 1, LINE 28, OTHER: FURNISHINGS 1 55,200 PART 1, LINE 28, OTHER: ARCHIVAL RECORDS 8 970,725 PART 1, LINE 28, OTHER: NON CASH ASSETS 1 250 PART 1, LINE 28, OTHER: TRAVEL 1 7,975 ====== == ======== TOTAL PART 1 LINE 28 62 3,036,550 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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 3	FORM 990, PART III THE COVID-19 GLOBAL HEALTH PANDEMIC AFFECTED ALL OF HIGHER EDUCATION IN EARLY 2020, INCLUDING THE UNIVERSITY. IN RESPONSE TO THE CHALLENGES PRESENTED BY THE PANDEMIC AND IN COMPLIANCE WITH STATE AND LOCAL GOVERNMENT MANDATES, THE UNIVERSITY TEMPORARILY SUSPENDED IN-PERSON INSTRUCTION IN MID-MARCH 2020 AND MIGRATED TO A FULLY-ONLINE COURSE DELIVERY FOR THE REMAINDER OF THE SPRING 2020 SEMESTER. BY SUMMER OF 2020, THE UNIVERSITY HAD IMPLEMENTED ADDITIONAL SAFETY PROTOCOL AND BEGAN OFFERING A VARIETY OF FLEXIBLE COURSE DELIVERY OPTIONS TO ACCOMMODATE THE VARYING NEEDS OF BOTH STUDENTS AND FACULTY IN A SAFE MANNER. COURSES OFFERING HAVE INCLUDED IN- PERSON, ONLINE AND HYBRID COURSE DELIVERY AND WE EXPECT TO CONTINUE TO ADJUST AS NECESSARY UNTIL THE PANDEMIC SUBSIDES. THE UNIVERSITY ANTICIPATES THAT POST-PANDEMIC OPERATIONS WILL BE SUBSTANTIALLY SIMILAR TO PRE-PANDEMIC OPERATIONS.
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 7B	PURSUANT TO THE RESTATED ARTICLES OF INCORPORATION OF SMU, CAMPUS PROPERTY MAY BE SOLD OR LEASED ONLY WITH THE CONSENT OF THE SOUTH CENTRAL JURISDICTIONAL CONFERENCE OF THE UNITED METHODIST CHURCH.
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. A CUMULATIVE-EFFECT ADJUSTMENT HAS BEEN RECOGNIZED IN FISCAL YEAR 2019 TO THE CONSOLIDATED STATEMENTS OF POSITION WHICH HAS INCREASED THE BEGINNING INVESTMENTS AND NET ASSET BALANCES BY 333,998,000.
FORM 990, PART XI, LINE 9	BEGINNING NET ASSETS AS RESTATED FOR FY19 333,998,000 NET GAIN IN INVESTMENTS RESTATED FOR FY19 -38,493,000 TOTAL 295,505,000

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	TRUST 7	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75275	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	TRUST	PrimaryActivitiesTxt
Legal Domicile State	TX	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SMU	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	TRUST	EntityTypeTxt
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

ALL TRANSACTIONS MARKED YES
ABOVE ARE WITH 501(C)(3)
ORGANIZATIONS