SOUTHERN METHODIST UNIVERSITY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN METHODIST UNIVERSITY (EIN 75-0800689)
Tax period: 2018-06-01 to 2019-05-31
Filed: 2020-04-15
IRS object ID: 202001069349301565
Schema version: 2018v3.2
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 L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-04-15T15:51:18-05:00	ReturnTs
Tax Period End	2019-05-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-06-01	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	2020-04-15	SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	129.119.240.199	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-04-15	IPDt
IP Tm	15:51:18	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	BAF6A584C51AA146E2BE86A4F05A8EF0E53A9F06	AtSubmissionCreationDeviceId
At Submission Filing Device Id	BAF6A584C51AA146E2BE86A4F05A8EF0E53A9F06	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	RGERALD TURNER	PrincipalOfficerNm
Gross Receipts	$1,463,911,424	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	6415	TotalEmployeeCnt
Total Volunteers	3746	TotalVolunteersCnt
Total Gross UBI	-$5,119,198	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$5,127,936	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$96,821,224	PYContributionsGrantsAmt
CY Contributions Grants	$106,642,309	CYContributionsGrantsAmt
PY Program Service Revenue	$628,861,779	PYProgramServiceRevenueAmt
CY Program Service Revenue	$638,923,836	CYProgramServiceRevenueAmt
PY Investment Income	$117,913,837	PYInvestmentIncomeAmt
CY Investment Income	$108,254,414	CYInvestmentIncomeAmt
PY Other Revenue	$6,963,478	PYOtherRevenueAmt
CY Other Revenue	$8,709,657	CYOtherRevenueAmt
PY Total Revenue	$850,560,318	PYTotalRevenueAmt
CY Total Revenue	$862,530,216	CYTotalRevenueAmt
PY Grants And Similar Paid	$187,876,863	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$202,166,940	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$316,484,369	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$327,613,573	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$646,675	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$749,373	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$16,815,859	CYTotalFundraisingExpenseAmt
PY Other Expenses	$239,727,308	PYOtherExpensesAmt
CY Other Expenses	$250,292,986	CYOtherExpensesAmt
PY Total Expenses	$744,735,215	PYTotalExpensesAmt
CY Total Expenses	$780,822,872	CYTotalExpensesAmt
PY Revenues Less Expenses	$105,825,103	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$81,707,344	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,281,984,214	TotalAssetsBOYAmt
Total Assets EOY	$3,219,199,659	TotalAssetsEOYAmt
Total Liabilities BOY	$1,154,877,970	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,016,364,494	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,127,106,244	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,202,835,165	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	false	SignificantChangeInd
Expense	$533,011,694	ExpenseAmt
Grant	$180,177,896	GrantAmt
Revenue	$522,553,632	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	$107,444,641	ExpenseAmt
Grant	$21,855,341	GrantAmt
Revenue	$70,726,404	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	$41,574,092	ExpenseAmt
Revenue	$34,384,852	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	$14,673,282	ExpenseAmt
Revenue	$11,258,948	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	$14,673,282	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$11,258,948	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$696,703,709	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
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
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	Yes (true)	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 With Officer Ent	false	BusinessRlnWithOfficerEntInd
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	17425	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	6415	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 (61 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Institutional TrusteeInstitutionalTrusteeInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
R GERALD TURNER
PRESIDENT/TR	37.50	Yes (X)	Yes (X)	$1,345,487	$0	$191,861
DAYNA OSCHERWITZ
PROFESSOR TR	37.50	Yes (X)	Yes (X)	$117,907	$0	$44,899
GERALD B ALLEY
TRUSTEE		Yes (X)		$0	$0	$0
RUTH S ALTSHULER
TRUSTEE		Yes (X)		$0	$0	$0
WILLIAM ARMSTRONG
TRUSTEE		Yes (X)		$0	$0	$0
MICHAEL M BOONE
TRUSTEE		Yes (X)		$0	$0	$0
TUCKER S BRIDWELL
TRUSTEE		Yes (X)		$0	$0	$0
LAURA WELCH BUSH
TRUSTEE		Yes (X)		$0	$0	$0
RICHIE L BUTLER
TRUSTEE		Yes (X)		$0	$0	$0
KELLY H COMPTON
TRUSTEE		Yes (X)		$0	$0	$0
JEANNE TOWER COX
TRUSTEE		Yes (X)		$0	$0	$0
KATHERINE CROW
TRUSTEE		Yes (X)		$0	$0	$0
GARY T CRUM
TRUSTEE		Yes (X)		$0	$0	$0
ROBERT H DEDMAN JR
TRUSTEE		Yes (X)		$0	$0	$0
ANTOINE LV DIJKSTRA
TRUSTEE		Yes (X)		$0	$0	$0
GERALD J FORD
TRUSTEE		Yes (X)		$0	$0	$0
ANTONIO O GARZA JR
TRUSTEE		Yes (X)		$0	$0	$0
JUAN ANTONIO GONZALEZ MORENO
TRUSTEE		Yes (X)		$0	$0	$0
CYNTHIA FIERRO HARVEY
TRUSTEE		Yes (X)		$0	$0	$0
FREDERICK B HEGI JR
TRUSTEE		Yes (X)		$0	$0	$0
CLARK K HUNT
TRUSTEE		Yes (X)		$0	$0	$0
RAY L HUNT
TRUSTEE		Yes (X)		$0	$0	$0
DAVID S HUNTLEY
TRUSTEE		Yes (X)		$0	$0	$0
SCOTT J JONES
TRUSTEE		Yes (X)		$0	$0	$0
DOUGLAS SMELLAGE
TRUSTEE		Yes (X)		$0	$0	$0
PAUL B LOYD JR
TRUSTEE		Yes (X)		$0	$0	$0
BOBBY B LYLE
TRUSTEE		Yes (X)		$0	$0	$0
MICHAEL MCKEE
TRUSTEE		Yes (X)		$0	$0	$0
SCOTT MCLEAN
TRUSTEE		Yes (X)		$0	$0	$0
DAVID B MILLER
TRUSTEE		Yes (X)		$0	$0	$0
FRANCES A MOODY-DAHLBERG
TRUSTEE		Yes (X)		$0	$0	$0
CONNIE O'NEILL
TRUSTEE		Yes (X)		$0	$0	$0
SHERON PATTERSON
TRUSTEE		Yes (X)		$0	$0	$0
SARAH PEROT
TRUSTEE		Yes (X)		$0	$0	$0
JEANNE L PHILLIPS
TRUSTEE		Yes (X)		$0	$0	$0
CAREN H PROTHRO
TRUSTEE		Yes (X)		$0	$0	$0
PAUL L RASMUSSEN
TRUSTEE		Yes (X)		$0	$0	$0
CARL SEWELL
TRUSTEE		Yes (X)		$0	$0	$0
RICHARD K TEMPLETON
TRUSTEE		Yes (X)		$0	$0	$0
RICHARD WARE
TRUSTEE		Yes (X)		$0	$0	$0
ROYCE E WILSON SR
TRUSTEE		Yes (X)		$0	$0	$0
BENJAMIN MANTHEY
STUDENT TRUS				$0	$0	$0	Yes (X)
RAKESH DAHIYA
TREASURER	37.50		Yes (X)	$676,022	$0	$50,872
BRAD E CHEVES
VP DEVELOPME	37.50		Yes (X)	$578,134	$0	$50,074
STEVEN CURRALL
PROVOST, VP	37.50		Yes (X)	$575,203	$0	$44,103
CHRISTINE REGIS
VP BUSINESS	37.50		Yes (X)	$531,943	$0	$50,872
PAUL WARD
VP LEGAL AFF	37.50		Yes (X)	$444,701	$0	$46,443
HAROLD STANLEY
VP / INTERIM	37.50		Yes (X)	$358,073	$0	$45,977
KENECHUKWU MMEJE
VP STUDENT A	37.50		Yes (X)	$292,027	$0	$43,844
MARY ANNE ROGERS
ASSIS UNIV S	37.50		Yes (X)	$108,601	$0	$24,909
JOANNE VOGEL
INTERIM VP S	37.50		Yes (X)	$99,798	$0	$20,586
MATTHEW MYERS
DEAN	37.50			$455,468	$0	$58,784		Yes (X)
THOMAS DIPIERO
DEAN	37.50			$353,017	$0	$38,402		Yes (X)
TIMOTHY JANKOVICH
BASKETBALL C	37.50			$2,084,751	$0	$55,354			Yes (X)
DANIEL DYKES
ATHLETIC COA	37.50			$1,287,077	$0	$53,237			Yes (X)
RICHARD HART
ATHLETICS DI	37.50			$599,698	$0	$54,939			Yes (X)
WILLIAM DILLON
SR ASSOC DEA	37.50			$561,436	$0	$54,730			Yes (X)
JAMES LINCK
FINANCE DEPT	37.50			$535,102	$0	$51,311			Yes (X)
PAUL W LUDDEN
FORMER PRVTS	37.50			$361,354	$0	$49,397				Yes (X)
ALBERT NIEMI JR
DEAN	37.50			$513,805	$0	$51,119				Yes (X)
PETER MOORE
FORMER INTER	37.50			$247,992	$0	$48,980				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$12,127,596	TotalReportableCompFromOrgAmt
Total Other Compensation	$1,130,693	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	654	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	$83,751,500
ARAMARK CORPORATION
24818 NETWORK PLACE	CHICAGO	IL	60673	DINING	$28,067,866
HC BECK
1807 ROSS AVENUE STE 500	DALLAS	TX	75201	CONSTRUCTION	$7,847,474
2U INC
8201 CORPORATE DRIVE SUITE 900	LANDOVER	MD	20785	ONLINE PROG PAR	$7,371,446
GCA SERVICES GROUP OF TEXAS LP
PO BOX 676003	DALLAS	TX	75267	CUSTODIAL	$6,983,657

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	248	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,826,448	FundraisingAmt
Government Grants	$22,478	GovernmentGrantsAmt
All Other Contributions	$104,793,383	AllOtherContributionsAmt
Noncash Contributions	$25,381,186	NoncashContributionsAmt
Total Contributions	$106,642,309	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611710	$510,275,178	$510,275,178
AUXILIARY ACTIVITIES	611710	$70,726,404	$70,726,404
SPONSORED RESEARCH	611710	$34,384,852	$34,384,852
OTHER STUDENT FEES	611710	$12,278,454	$12,278,454
ORGANIZED ACTIVITIES	611710	$8,469,693	$8,469,693

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,789,255	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,789,255	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$638,923,836	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,646,033	TotalRevenueColumnAmt
Unrelated Business Revenue	-$4,229,950	UnrelatedBusinessRevenueAmt
Exclusion	$26,875,983	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,873,530	TotalRevenueColumnAmt
Exclusion	$4,873,530	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,879,657	TotalRevenueColumnAmt
Exclusion	$7,879,657	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$46,950	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$2,363	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$44,587	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$44,587	TotalRevenueColumnAmt
Exclusion	$44,587	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$680,342,761	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$598,728,062	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$81,614,699	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$80,734,851	TotalRevenueColumnAmt
Unrelated Business Revenue	-$889,248	UnrelatedBusinessRevenueAmt
Exclusion	$81,624,099	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$2,219,133	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,826,448	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$2,650,783	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$431,650	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$1,217,063	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,217,063	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,217,063	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$862,530,216	TotalRevenueColumnAmt
Related Or Exempt Func Income	$640,140,899	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$5,119,198	UnrelatedBusinessRevenueAmt
Exclusion	$121,297,856	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$135,303	TotalAmt
Program Services	$135,303	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$202,031,637	TotalAmt
Program Services	$202,031,637	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$6,896,683	TotalAmt
Program Services	$942,915	ProgramServicesAmt
Management And General	$5,298,639	ManagementAndGeneralAmt
Fundraising	$655,129	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,385,010	TotalAmt
Program Services	$1,385,010	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$255,271,515	TotalAmt
Program Services	$221,269,900	ProgramServicesAmt
Management And General	$25,623,313	ManagementAndGeneralAmt
Fundraising	$8,378,302	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$19,234,418	TotalAmt
Program Services	$15,993,985	ProgramServicesAmt
Management And General	$2,499,975	ManagementAndGeneralAmt
Fundraising	$740,458	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$28,909,597	TotalAmt
Program Services	$24,039,181	ProgramServicesAmt
Management And General	$3,757,497	ManagementAndGeneralAmt
Fundraising	$1,112,919	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$15,916,350	TotalAmt
Program Services	$13,234,914	ProgramServicesAmt
Management And General	$2,068,712	ManagementAndGeneralAmt
Fundraising	$612,724	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,027,787	TotalAmt
Program Services	$647,816	ProgramServicesAmt
Management And General	$1,379,963	ManagementAndGeneralAmt
Fundraising	$8	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$411,223	TotalAmt
Program Services	$15,423	ProgramServicesAmt
Management And General	$395,800	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$108,777	TotalAmt
Management And General	$108,777	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$749,373	TotalAmt
Fundraising	$749,373	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$12,070,176	TotalAmt
Management And General	$12,070,176	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$35,006,945	TotalAmt
Program Services	$33,375,784	ProgramServicesAmt
Management And General	$654,434	ManagementAndGeneralAmt
Fundraising	$976,727	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,120,002	TotalAmt
Program Services	$2,946,391	ProgramServicesAmt
Management And General	$1,068,995	ManagementAndGeneralAmt
Fundraising	$104,616	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,092,163	TotalAmt
Program Services	$13,642,930	ProgramServicesAmt
Management And General	$967,944	ManagementAndGeneralAmt
Fundraising	$481,289	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$15,906,235	TotalAmt
Program Services	$15,523,599	ProgramServicesAmt
Management And General	$265,818	ManagementAndGeneralAmt
Fundraising	$116,818	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$10,054	TotalAmt
Program Services	$1,357	ProgramServicesAmt
Management And General	$8,697	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$42,538,218	TotalAmt
Program Services	$38,938,031	ProgramServicesAmt
Management And General	$3,315,813	ManagementAndGeneralAmt
Fundraising	$284,374	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$14,220,898	TotalAmt
Program Services	$13,659,370	ProgramServicesAmt
Management And General	$324,826	ManagementAndGeneralAmt
Fundraising	$236,702	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,985,758	TotalAmt
Program Services	$1,819,855	ProgramServicesAmt
Management And General	$86,289	ManagementAndGeneralAmt
Fundraising	$79,614	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$24,481,112	TotalAmt
Program Services	$24,481,112	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$43,652,549	TotalAmt
Program Services	$38,047,215	ProgramServicesAmt
Management And General	$5,308,357	ManagementAndGeneralAmt
Fundraising	$296,977	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,093,042	TotalAmt
Program Services	$1,104,825	ProgramServicesAmt
Management And General	-$13,581	ManagementAndGeneralAmt
Fundraising	$1,798	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ALL OTHER EXPENSES	$23,647,526	$20,650,525	$1,396,131	$1,600,870
BOOKS AND PERIODICALS	$7,447,147	$7,303,262	$58,307	$85,578
PUBLIC RELATIONS	$3,763,477	$2,923,615	$548,580	$291,282
PROPERTY COSTS	$2,709,897	$2,589,754	$109,842	$10,301

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$780,822,872	TotalAmt
Program Services	$696,703,709	ProgramServicesAmt
Management And General	$67,303,304	ManagementAndGeneralAmt
Fundraising	$16,815,859	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$71,030,297	BOYAmt
EOY	$101,941,132	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$120,361,033	BOYAmt
EOY	$113,304,198	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$125,787,889	BOYAmt
EOY	$124,245,102	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$141,280,975	BOYAmt
EOY	$95,984,090	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$5,425,313	BOYAmt
EOY	$4,315,064	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$326,790	BOYAmt
EOY	$377,137	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$11,177,704	BOYAmt
EOY	$10,841,162	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,644,578,098	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$534,091,303	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,043,118,881	BOYAmt
EOY	$1,110,486,795	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$718,289,926	BOYAmt
EOY	$675,073,067	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,037,527,285	BOYAmt
EOY	$974,862,963	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$7,658,121	BOYAmt
EOY	$7,768,949	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,281,984,214	BOYAmt
EOY	$3,219,199,659	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$247,077,044	BOYAmt
EOY	$135,511,040	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$45,446,030	BOYAmt
EOY	$44,975,030	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$648,218,534	BOYAmt
EOY	$627,826,381	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,543,622	BOYAmt
EOY	$4,586,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$210,592,740	BOYAmt
EOY	$203,466,043	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,154,877,970	BOYAmt
EOY	$1,016,364,494	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$651,150,244	BOYAmt
EOY	$685,108,165	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,475,956,000	BOYAmt
EOY	$1,517,727,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,127,106,244	BOYAmt
EOY	$2,202,835,165	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,281,984,214	BOYAmt
EOY	$3,219,199,659	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$81,707,344	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$5,978,423	NetUnrlzdGainsLossesInvstAmt
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	$118,282,772	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$111,010,601	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$78,130,337	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$96,821,224	CurrentTaxYearMinus1YearAmt
Current Tax Year	$106,642,309	CurrentTaxYearAmt
Total	$510,887,243	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$118,282,772	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$111,010,601	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$78,130,337	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$96,821,224	CurrentTaxYearMinus1YearAmt
Current Tax Year	$106,642,309	CurrentTaxYearAmt
Total	$510,887,243	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$510,887,243	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,361,761	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$28,302,409	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$30,873,411	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$32,062,893	CurrentTaxYearMinus1YearAmt
Current Tax Year	$35,447,257	CurrentTaxYearAmt
Total	$156,047,731	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,864,219	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years	$412,825	CurrentTaxYearMinus2YearsAmt
Total	$8,277,044	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$675,212,018	TotalSupportAmt
Gross Receipts Rltd Activities	$1,275,808,822	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.75660	PublicSupportCY170Pct
Public Support PY170	0.75120	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	$108,777	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$108,777	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$780,631,159	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$780,739,936	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	$91,703	CurrentYearMinus3Amt
Current Year Minus2	$96,934	CurrentYearMinus2Amt
Current Year Minus1	$125,956	CurrentYearMinus1Amt
Current Year	$108,777	CurrentYearAmt
Total	$423,370	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
Donor Advised Funds Contri	$7,351,000	DonorAdvisedFundsContriAmt
Funds And Other Accounts Grants	$1,539,092	FundsAndOtherAccountsGrantsAmt
Funds And Other Accounts Vl EOY	$33,422,718	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	$2,025,090	RevenuesIncludedAmt
Assets Included	$68,015,446	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	$1,619,232,484	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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,425,146,075	BeginningYearBalanceAmt
Contributions	$40,917,231	ContributionsAmt
Investment Earnings Or Losses	$122,860,599	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$14,574,120	GrantsOrScholarshipsAmt
Other Expenditures	$47,271,838	OtherExpendituresAmt
Administrative Expenses	$21,781,786	AdministrativeExpensesAmt
End Year Balance	$1,505,296,161	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.06420	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.93580	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	$114,281,530	OtherCostOrOtherBasisAmt
Book Value	$114,281,530	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,235,544,725	OtherCostOrOtherBasisAmt
Depreciation	$403,853,574	DepreciationAmt
Book Value	$831,691,151	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$176,738,254	OtherCostOrOtherBasisAmt
Depreciation	$79,580,281	DepreciationAmt
Book Value	$97,157,973	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$118,013,589	OtherCostOrOtherBasisAmt
Depreciation	$50,657,448	DepreciationAmt
Book Value	$67,356,141	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,110,486,795	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (11 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DIVERSIFYING STRATEGIES FUNDS	$403,231,838	C
EQUITY FUNDS WITHOUT DAILY LIQUIDITY	$327,206,897	C
PRIVATE EQUITY FUNDS	$186,697,984	C
VENTURE CAPITAL	$26,724,547	C
FUNDS HELD IN TRUST BY OTHERS	$19,944,184	F
PARTNERSHIP INVESTMENTS - REAL EST	$6,014,735	C
FIXED INCOME FUNDS WITHOUT DAILY LIQ	$4,492,782	C
EQUITY METHOD INVESTMENTS	$493,482	F
PARTNERSHIP INVESTMENTS - TIMBER	$46,476	C
MINERAL RIGHTS	$10,030	C
OTHER INVESTMENTS	$8	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$974,862,963	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
TAXABLE BONDS PAYABLE	$189,279,673
US GOVERNMENT STUDENT LOAN ADVANCES	$9,811,000
DEPOSITS	$4,375,370

Field	Value	IRS element (for citing)
Total Liability	$203,466,043	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
SCHEDULE D, PAGE 3, PART X	THE CONSOLIDATED FINANCIAL STATEMENTS FOR SOUTHERN METHODIST UNIVERSITY AND SUPPORTING ORGANIZATIONS INCLUDED THE FOLLOWING FOOTNOTE: THE UNIVERSITY COMPLIES WITH THE REQUIREMENTS OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN ADDITION, ASC 740 PROVIDES GUIDANCE ON RECOGNITION, CLASSIFICATION, AND ACCOUNTING IN INTERIM PERIODS AND DISCLOSURE REQUIREMENTS FOR UNCERTAIN TAX PROVISIONS. THE UNIVERSITY AND ITS CONTROLLED CORPORATIONS DO NOT HAVE ANY UNCERTAIN TAX POSITIONS AND THEREFORE HAVE RECORDED NO LIABILITY OR BENEFIT FOR SUCH POSITIONS FOR THE YEARS ENDED MAY 31, 2019 AND 2018.
SCHEDULE D, PAGE 4, PART XIII	PART III, LINE 4 - COLLECTION AND RELATION TO EXEMPT PURPOSE THE MEADOWS MUSEUM AT SOUTHERN METHODIST UNIVERSITY HOUSES ONE OF THE LARGEST AND MOST COMPREHENSIVE COLLECTIONS OF SPANISH ART OUTSIDE OF SPAIN. WITH WORKS DATING FROM THE 10TH TO THE 21ST CENTURY, THE INTERNATIONALLY RENOWNED COLLECTION PRESENTS A BROAD SPECTRUM OF ART COVERING A THOUSAND YEARS OF SPANISH HERITAGE. THE MUSEUM IS A RESOURCE OF SOUTHERN METHODIST UNIVERSITY THAT SERVES A BROAD AND INTERNATIONAL AUDIENCE AS WELL AS THE UNIVERISITY COMMUNITY THROUGH MEANINGFUL EXHIBITIONS, PUBLICATIONS, WORKSHOPS, AND OTHER EDUCATIONAL PROGRAMS AND ECOURAGES PUBLIC PARTICIPATION THROUGH A BROAD-BASED MEMBERSHIP. PART V: THE ENDOWMENT MARKET VALUES REPORTED IN THIS SECTION DO NOT INCLUDE PLEDGES RECEIVABLE WHICH ARE INCLUDED FOR FINANCIAL STATEMENT PURPOSES IN COMPLIANCE WITH SFAS NO. 116. PLEDGES DO NOT GENERATE INCOME FOR SPENDING AND NORMALLY ARE NOT INCLUDED WHEN THE UNIVERSITY REPORTS ENDOWMENT FUND MARKET VALUE FOR PURPOSES OTHER THAN THE FINANCIAL STATEMENTS AND ARE NOT INCLUDED HERE. THE UNIVERSITY HAS ELECTED TO REPORT MARKETABLE SECURITIES, EQUITY METHOD INVESTMENTS, AND FUNDS HELD IN TRUST AT FAIR VALUE FOR FINANCIAL STATEMENT PURPOSES. THE UNIVERSITY HAS NOT ELECTED TO REPORT OTHER ASSETS AT FAIR VALUE FOR FINANCIAL STATEMENT PURPOSES, AND ACCORDINGLY, NEITHER THE UNREALIZED GAINS AND LOSSES IN PRIOR YEARS, NOR THE GAINS IN FISCAL YEAR 2019 ARE REPORTED FOR FINANCIAL STATEMENT PURPOSES, EXCEPT IF THOSE WITH LOSSES ARE DETERMINED TO BE PERMANENT IMPAIRMENTS. AS OF MAY 31, 2019, THE UNIVERSITY HAS APPROXIMATELY 295 MILLION OF UNREALIZED GAINS THAT ARE REFLECTED HERE BUT HAD NOT BEEN RECOGNIZED IN ITS FINANCIAL STATEMENTS. PART I, LINE 4: THE AMOUNT SHOWN REPRESENTS THE FAIR VALUE AT THE END OF THE YEAR. THIS VALUE IS DIFFERENT FROM THE AMOUNT REPORTED ON THE 990 BECAUSE THE UNIVERSITY DOES NOT RECORD ALL POOL INVESTMENTS AT FAIR VALUE. 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.

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 (68 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	STUDY ABROAD	$96,231
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$407,743,573
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RECRUITING	$9,510	9
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RESEARCH	$12,039
CENTRAL AMERICA AND THE CARIBBEAN	FUNDRAISING	FUNDRAISING	$465
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	CONFERENCE	$18,208
CENTRAL AMERICA AND THE CARIBBEAN	PROGARAM SERVICES	TEACHING	$5,853
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	MEETINGS	$1,669
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	TEACHING/RECRUITING	$23,560
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RECRUITING	$21,021
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	CONFERENCE	$63,345
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STUDY ABROAD	$468,028
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RESEARCH	$485,558
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	MEETING	$14,404
EAST ASIA AND THE PACIFIC	FUNDRAISING	ALUM REL FUNDRAIS	$16,390
EUROPE	FUNDRAISING	ALUMNI REL/FUNDRAIS	$26,212
EUROPE	PROGRAM SERVICES	STUDENT COMPETITION
EUROPE	PROGRAM SERVICES	PUBLIC RELATIONS
EUROPE	PROGRAM SERVICES	STUDY ABROAD	$2,417,139		4
EUROPE	PROGRAM SERVICES	RECRUITING	$91,962
EUROPE	PROGRAM SERVICES	EXHIBIT PREPARATION	$103,168
EUROPE	PROGRAM SERVICES	CONFERENCE	$179,826
EUROPE	INVESTMENTS		$12,174,674
EUROPE	PROGRAM SERVICES	RESEARCH	$275,608		4
EUROPE	PROGRAM SERVICES	LECTURE/PRESENTATION	$377,719
EUROPE	PROGRAM SERVICES	TEACHING	$119,290
EUROPE	PROGRAM SERVICES	MEETING/COLLABORATIO	$44,119
EUROPE	PROGRAM SERVICES	CONSULTING
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	CONFERENCE	$1,906
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RECRUITING	$2,397
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	STUDY ABROAD	$148,242
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RESEARCH	$2,376
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	TEACHING	$2,495
MIDDLE EAST AND NORTH AFRICA	FUNDRAISING	ALUMNI REL/FUNDRAIS	$13,229
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	MEETINS/COLLABORATIO	$224
NORTH AMERICA	PROGRAM SERVICES	CONFERENCE	$89,887
NORTH AMERICA	FUNDRAISING	ALUMNI REL/FUNDRAIS	$1,017
NORTH AMERICA	PROGRAM SERVICES	STUDY ABROAD	$58,537
NORTH AMERICA	PROGRAM SERVICES	RESEARCH	$20,212
NORTH AMERICA	PROGRAM SERVICES	LECTURE/PRESENTATION	$10,674
NORTH AMERICA	INVESTMENTS		$45,168,627
NORTH AMERICA	PROGRAM SERVICES	RECRUITING	$53,069
NORTH AMERICA	PROGRAM SERVICES	EXHIBIT PREPARATION	$14,040
NORTH AMERICA	PROGRAM SERVICES	COMPETITION	$19,145
NORTH AMERICA	PROGRAM SERVICES	MEETINGS/COLLABORATI	$5,389
NORTH AMERICA	PROGRAM SERVICES	PROGRAM DEVELOPMENT
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	CONFERENCE	$1,573
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	STUDY ABROAD	$10,669
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	RESEARCH	$468
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	TEACHING	$980
SOUTH AMERICA	PROGRAM SERVICES	CONFERENCE	$5,637
SOUTH AMERICA	PROGRAM SERVICES	LECTURE/PRESENTATION	$3,241
SOUTH AMERICA	PROGRAM SERVICES	STUDY ABROAD	$270,945
SOUTH AMERICA	PROGRAM SERVICES	RESEARCH	$364
SOUTH AMERICA	PROGRAM SERVICES	RECRUITING	$9,275
SOUTH AMERICA	FUNDRAISING	ALUMINI REL/FUNDRAIS	$1,277
SOUTH AMERICA	PROGRAM SERVICES	MEETINGS/COLLABORATI	$725
SOUTH AMERICA	PROGRAM SERVICES	TEACHING	$2,997
SOUTH ASIA	PROGRAM SERVICES	CONFERENCE	$6,813
SOUTH ASIA	PROGRAM SERVICES	RECRUITING	$12,985
SOUTH ASIA	PROGRAM SERVICES	RESEARCH
SOUTH ASIA	FUNDRAISING	ALUMNI REL/FUNDRAISI	$1,748
SOUTH ASIA	PROGRAM SERVICES	MEETINGS/COLLABORATI	$2,081
SUB-SAHARAN AFRICA	PROGRAM SERVICES	CONFERENCE	$24,040
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RESEARCH	$20,820
SUB-SAHARAN AFRICA	PROGRAM SERVICES	STUDY ABROAD	$31,896
SUB-SAHARAN AFRICA	FUNDRAISING	ALUMNI REL/FUNDRAISI	$511
SUB-SAHARAN AFRICA	PROGRAM SERVICES	TEACHING

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	$409,006,066	SubtotalSpentAmt
Continuation Spent	$61,804,016	ContinuationSpentAmt
Total Spent	$470,810,082	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 96,231 0 CENTRAL AMERICA AND THE CARIBBEAN 407,743,573 0 CENTRAL AMERICA AND THE CARIBBEAN 9,510 0 CENTRAL AMERICA AND THE CARIBBEAN 12,039 0 CENTRAL AMERICA AND THE CARIBBEAN 465 0 CENTRAL AMERICA AND THE CARIBBEAN 18,208 0 CENTRAL AMERICA AND THE CARIBBEAN 5,853 0 CENTRAL AMERICA AND THE CARIBBEAN 1,669 0 EAST ASIA AND THE PACIFIC 23,560 0 EAST ASIA AND THE PACIFIC 21,021 0 EAST ASIA AND THE PACIFIC 63,345 0 EAST ASIA AND THE PACIFIC 468,028 0 EAST ASIA AND THE PACIFIC 485,558 0 EAST ASIA AND THE PACIFIC 14,404 0 EAST ASIA AND THE PACIFIC 16,390 0 EUROPE 26,212 0 EUROPE 0 0 EUROPE 0 0 EUROPE 2,417,139 0 EUROPE 91,962 0 EUROPE 103,168 0 EUROPE 179,826 0 EUROPE 12,174,674 0 EUROPE 275,608 0 EUROPE 377,719 0 EUROPE 119,290 0 EUROPE 44,119 0 EUROPE 0 0 MIDDLE EAST AND NORTH AFRICA 1,906 0 MIDDLE EAST AND NORTH AFRICA 2,397 0 MIDDLE EAST AND NORTH AFRICA 148,242 0 MIDDLE EAST AND NORTH AFRICA 2,376 0 MIDDLE EAST AND NORTH AFRICA 2,495 0 MIDDLE EAST AND NORTH AFRICA 13,229 0 MIDDLE EAST AND NORTH AFRICA 224 0 NORTH AMERICA 89,887 0 NORTH AMERICA 1,017 0 NORTH AMERICA 58,537 0 NORTH AMERICA 20,212 0 NORTH AMERICA 10,674 0 NORTH AMERICA 45,168,627 0 NORTH AMERICA 53,069 0 NORTH AMERICA 14,040 0 NORTH AMERICA 19,145 0 NORTH AMERICA 5,389 0 NORTH AMERICA 0 0 RUSSIA AND THE NEIGHBORING STATES 1,573 0 RUSSIA AND THE NEIGHBORING STATES 10,669 0 RUSSIA AND THE NEIGHBORING STATES 468 0 RUSSIA AND THE NEIGHBORING STATES 980 0 SOUTH AMERICA 5,637 0 SOUTH AMERICA 3,241 0 SOUTH AMERICA 270,945 0 SOUTH AMERICA 364 0 SOUTH AMERICA 9,275 0 SOUTH AMERICA 1,277 0 SOUTH AMERICA 725 0 SOUTH AMERICA 2,997 0 SOUTH ASIA 6,813 0 SOUTH ASIA 12,985 0 SOUTH ASIA 0 0 SOUTH ASIA 1,748 0 SOUTH ASIA 2,081 0 SUB-SAHARAN AFRICA 24,040 0 SUB-SAHARAN AFRICA 20,820 0 SUB-SAHARAN AFRICA 31,896 0 SUB-SAHARAN AFRICA 511 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.

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	$446,977	$395,027	$51,950
MARTS LUNDY INC
1200 WALL STREET WEST	LYNDHURST	NJ	07071	CONSULTING	false		$53,655	-$53,655

Field	Value	IRS element (for citing)
Total Gross Receipts	$446,977	TotalGrossReceiptsAmt
Total Retained By Contractors	$448,682	TotalRetainedByContractorsAmt
Total Net To Organization	-$1,705	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	$2,033,805	GrossReceiptsEvent1Amt
Charitable Contri Event1	$740,975	CharitableContriEvent1Amt
Gross Revenue Event1	$1,292,830	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$147,213	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$108,532	FoodAndBeverageEvent1Amt
Entertainment Event1	$699,258	EntertainmentEvent1Amt
Other Direct Expenses Event1	$475,101	OtherDirectExpensesEvent1Amt
Event2	ATHLETIC FORUM	Event2Nm
Gross Receipts Event2	$603,729	GrossReceiptsEvent2Amt
Charitable Contri Event2	$303,200	CharitableContriEvent2Amt
Gross Revenue Event2	$300,529	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$5,449	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$360,188	FoodAndBeverageEvent2Amt
Entertainment Event2	$400,517	EntertainmentEvent2Amt
Other Direct Expenses Event2	$15,911	OtherDirectExpensesEvent2Amt
Other Events Total	10	OtherEventsTotalCnt
Gross Receipts Other Events	$1,408,047	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$782,273	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$625,774	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	-$2,791	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$53,520	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$180,624	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$30,051	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$177,210	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$4,045,581	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,826,448	CharitableContributionsTotAmt
Gross Revenue Total Events	$2,219,133	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	-$2,791	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$206,182	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$649,344	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$1,129,826	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$668,222	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$2,650,783	DirectExpenseSummaryEventsAmt
Net Income Summary	-$431,650	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART IV	FormAndLineReferenceDesc
Explanation	DURING FISCAL YEAR 2019, RUFFALO NOEL LEVITZ LLC PROVIDED TELEMARKETING SERVICES. THE TOTAL 395,027 FUNDRAISING FEES REPORTED ON PART I FOR RUFFALO NOEL LEVITZ LLC INCLUDES 384,630 OF SERVICE FEE CHARGES AND 10,397 OF MAILING/POSTAGE CHARGES THAT WERE SEPERATELY IDENTIFIED AS SUCH IN THE INVOICES. DURING FISCAL YEAR 2019, MARTS & LUNDY INC. PROVIDED ADVANCEMENT AND CONSULTING SERVICES FOR THE DEVELOPMENT PROGRAM OF THE UNIVERSITY.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
THE DALLAS FOUNDATION
3963 MAPLE AVENUE SUITE 390	DALLAS	TX	75219	752890371	501C3	$7,500	PROGRAM SUPPORT
GILDER LEHRMAN INSTITUTE OF AMERICA
49 WEST 45TH ST 6TH FLOOR	NEW YORK	NY	10036	133795391	501C3	$21,983	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	2	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	$7,473,902	$194,557,735	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 (19 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
R GERALD TURNER
PRESIDENT/TRUSTEE	$849,752	$434,175	$61,560	$27,500	$164,361	$1,537,348
DAYNA OSCHERWITZ
PROFESSOR TRUSTEE	$81,359	$32,378	$4,170	$10,451	$34,448	$162,806
RAKESH DAHIYA
TREASURER	$411,801	$239,500	$24,721	$27,500	$23,372	$726,894
BRAD E CHEVES
VP DEVELOPMENT AND E	$459,599	$91,000	$27,535	$27,500	$22,574	$628,208
STEVEN CURRALL
PROVOST, VP ACAD AFF	$506,056	$50,000	$19,147	$27,500	$16,603	$619,306
CHRISTINE REGIS
VP BUSINESS AND FINA	$467,551	$50,000	$14,392	$27,500	$23,372	$582,815
PAUL WARD
VP LEGAL AFFAIRS AND	$402,466	$25,000	$17,235	$27,500	$18,943	$491,144
HAROLD STANLEY
VP / INTERIM PROVOST	$315,515	$25,000	$17,558	$27,500	$18,477	$404,050
KENECHUKWU MMEJE
VP STUDENT AFFAIRS	$272,257		$19,770	$21,900	$21,944	$335,871
MATTHEW MYERS
DEAN	$423,823		$31,645	$27,500	$31,284	$514,252
THOMAS DIPIERO
DEAN	$336,130	$1,500	$15,387	$27,500	$10,902	$391,419
TIMOTHY JANKOVICH
BASKETBALL COACH	$493,487	$1,565,833	$25,431	$27,500	$27,854	$2,140,105
DANIEL DYKES
ATHLETIC COACH	$444,714	$840,000	$2,363	$27,500	$25,737	$1,340,314
RICHARD HART
ATHLETICS DIRECTOR	$544,317	$50,000	$5,381	$27,500	$27,439	$654,637
WILLIAM DILLON
SR ASSOC DEAN BUSINE	$332,572	$223,824	$5,040	$27,500	$27,230	$616,166
JAMES LINCK
FINANCE DEPT CHAIR	$280,685	$213,000	$41,417	$27,500	$23,811	$586,413
PAUL W LUDDEN
FORMER PRVTS & VP AC	$355,579		$5,775	$27,500	$21,897	$410,751
ALBERT NIEMI JR
DEAN	$398,600	$111,007	$4,198	$27,500	$23,619	$564,924
PETER MOORE
FORMER INTERIM DEAN	$243,888		$4,104	$24,684	$24,296	$296,972

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, BRAD CHEVES, MATTHEW MYERS AND STEVEN CURRALL. 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, MATTHEW MYERS AND TIMOTHY JANKOVICH. 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	false	false	false
2009 SOUTHWEST HIGHER EDUCATION
B	521442059	845040HG2	2009-10-01	$162,035,907	FINANCE NEW MONEY PROJECTS AND CURRENTLY REFUND	Yes (true)	false	false
2010 SOUTHWEST HIGHER EDUCATION
C	521442059	845040JB1	2010-10-28	$124,998,461	FINANCE NEW MONEY PROJECTS.	Yes (true)	false	false
2013 SOUTHWEST HIGHER EDUCATION
D	521442059	845040JZ8	2013-04-16	$107,014,349	FINANCE NEW MONEY PROJECTS.	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	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Working Capital ExpendituresWorkingCapitalExpendituresAmt	UnspentUnspentAmt
A	$75,970,000	$114,937,923	$1,762,831	$922,858	$384,931	$113,630,133	false	Yes (true)	Yes (true)	Yes (true)
B	$35,740,000	$162,036,208		$1,236,365		$94,638,583	Yes (true)	false	Yes (true)	Yes (true)	$102,600,000	$66,161,260	2014
C	$11,540,000	$125,317,215		$1,091,820			false	false	Yes (true)	Yes (true)	$99,490,000	$124,225,377	2018	$18
D		$107,843,114		$820,533			false	false	false	Yes (true)		$106,095,652			$926,929

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)	Yes (true)	Yes (true)	0.00700	0.00700	false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	false		0.00200	0.00200	false	false	Yes (true)
D	false	false	false		false				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)
(no name)
C	false	false	false	Yes (true)	false	false	false	false	Yes (true)
DEUTSCHE BANK
D	false	Yes (true)	false	Yes (true)	false	false	Yes (true)	false	Yes (true)	2.800000000000	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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE K - PURPOSE OF ISSUE DESCRIPTION

2007 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND PORTION OF PRINCIPAL ON THE 1999A (1/20/99) AND 2002 (7/3/2002) BONDS. 2009 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS AND CURRENTLY REFUND THE 1999D (1/20/1999) AND THE 2006 (3/1/2006) BONDS. 2010 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS. 2013 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS. 2016 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2009 (10/1/09) BONDS. 2017 SOUTHWEST HIGHER EDUCATION UMB CURRENTLY REFUND A PORTION OF PRINCIPAL ON THE 2007 (2/14/07) BONDS.

SCHEDULE K - DATE REBATE COMPUTATION PERFORMED

2007 SOUTHWEST HIGHER EDUCATION 03/16/17 2009 SOUTHWEST HIGHER EDUCATION 10/01/14 2010 SOUTHWEST HIGHER EDUCATION 12/21/15 2013 SOUTHWEST HIGHER EDUCATION 05/17/18

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$202,039	TUITION WAIVER	EDUCATION
$31,128	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	23	ContributionCnt
Noncash Contributions Rpt F990	$1,987,665	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	$37,425	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	249	ContributionCnt
Noncash Contributions Rpt F990	$7,535,010	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	$11,510,002	NoncashContributionsRptF990Amt
Method Of Determining Revenues	SEE PART II	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$1,422,689	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	5	$34,549	MARKET OR APPRAISAL
Yes (X)	EVENT TICKETS	621	$90,337	MARKET OR APPRAISAL
Yes (X)	EVENT EXPENSE	23	$89,670	MARKET OR APPRAISAL
Yes (X)	OTHER	41	$2,673,839	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 22 2,430,000 PART 1, LINE 28, OTHER: AUCTION 3 5,525 PART 1, LINE 28, OTHER: FURNISHINGS 1 995 PART 1, LINE 28, OTHER: ARCHIVAL RECORDS 12 209,055 PART 1, LINE 28, OTHER: MUSICAL INSTRUMENTS 3 28,264 ====== == ======== TOTAL PART 1 LINE 28 62 2,673,839 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 (13 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 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.

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