SOUTHERN METHODIST UNIVERSITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN METHODIST UNIVERSITY (EIN 75-0800689)
Tax period: 2015-06-01 to 2016-05-31
Filed: 2017-04-12
IRS object ID: 201711029349300736
Schema version: 2015v3.0
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 L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-04-12T18:26:36+00:00	ReturnTs
Tax Period End	2016-05-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-06-01	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	2147681601	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 750261	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	2147681601	PhoneNum
Signature	2017-04-06	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparation	2017-04-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	R GERALD TURNER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 750261	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	752750261	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,036,323,909	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	6790	TotalEmployeeCnt
Total Volunteers	2060	TotalVolunteersCnt
Total Gross UBI	-$1,867,459	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$1,923,432	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$118,282,772	PYContributionsGrantsAmt
CY Contributions Grants	$111,010,601	CYContributionsGrantsAmt
PY Program Service Revenue	$547,834,283	PYProgramServiceRevenueAmt
CY Program Service Revenue	$576,870,585	CYProgramServiceRevenueAmt
PY Investment Income	$76,118,792	PYInvestmentIncomeAmt
CY Investment Income	$109,599,749	CYInvestmentIncomeAmt
PY Other Revenue	$5,508,175	PYOtherRevenueAmt
CY Other Revenue	$3,230,240	CYOtherRevenueAmt
PY Total Revenue	$747,744,022	PYTotalRevenueAmt
CY Total Revenue	$800,711,175	CYTotalRevenueAmt
PY Grants And Similar Paid	$160,877,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$165,703,607	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$300,290,939	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$297,786,708	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$424,813	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$728,752	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$19,041,157	CYTotalFundraisingExpenseAmt
PY Other Expenses	$206,185,469	PYOtherExpensesAmt
CY Other Expenses	$214,772,650	CYOtherExpensesAmt
PY Total Expenses	$667,778,221	PYTotalExpensesAmt
CY Total Expenses	$678,991,717	CYTotalExpensesAmt
PY Revenues Less Expenses	$79,965,801	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$121,719,458	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,632,106,218	TotalAssetsBOYAmt
Total Assets EOY	$2,867,362,450	TotalAssetsEOYAmt
Total Liabilities BOY	$741,389,899	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$869,197,875	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,890,716,319	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,998,164,575	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	$436,169,727	ExpenseAmt
Grant	$146,729,334	GrantAmt
Revenue	$470,006,069	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 2015 WAS 11,643 AND SPRING SEMESTER 2016 WAS 11,260.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$107,234,904	ExpenseAmt
Grant	$18,737,812	GrantAmt
Revenue	$63,843,769	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	$47,188,714	ExpenseAmt
Revenue	$33,357,705	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	$17,176,246	ExpenseAmt
Revenue	$9,663,042	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	$17,176,246	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$9,663,042	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$607,769,591	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
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	18220	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	6790	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
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	2147681601	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	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
R GERALD TURNER
PRESIDENT/TR	37.50	Yes (X)	Yes (X)	$949,993	$0	$164,753
DOUGLAS REINELT
PROFESSOR/TR	37.50	Yes (X)		$172,086	$0	$37,633
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
BRADLEY BROOKSHIRE
TRUSTEE		Yes (X)		$0	$0	$0
LAURA WELCH BUSH
TRUSTEE		Yes (X)		$0	$0	$0
RICHIE L BUTLER
TRUSTEE		Yes (X)		$0	$0	$0
JEANNE TOWER COX
TRUSTEE		Yes (X)		$0	$0	$0
KELLY H COMPTON
TRUSTEE		Yes (X)		$0	$0	$0
MARK CRAIG
TRUSTEE		Yes (X)		$0	$0	$0
GARY T CRUM
TRUSTEE		Yes (X)		$0	$0	$0
KATHERINE CROW
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
JAMES E DORFF
TRUSTEE		Yes (X)		$0	$0	$0
LARRY FAULKNER
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
JAMES R GIBBS
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
MRS GENE C JONES
TRUSTEE		Yes (X)		$0	$0	$0
SCOTT JONES
TRUSTEE		Yes (X)		$0	$0	$0
FREDRICK LEACH
TRUSTEE		Yes (X)		$0	$0	$0
PETER A LODWICK
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
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
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
JACOB CONWAY
TRUSTEE		Yes (X)		$0	$0	$0
MICHAEL A CONDON
UNIVERSITY T	37.50		Yes (X)	$834,522	$0	$48,795
BRAD E CHEVES
VP DEVELOPME	37.50		Yes (X)	$509,042	$0	$92,375
CHRISTINE REGIS
VP BUSINESS	37.50		Yes (X)	$470,051	$0	$46,913
PAUL WARD
VP LEGAL AFF	37.50		Yes (X)	$391,935	$0	$78,727
HAROLD STANLEY
VP / INTERIM	37.50		Yes (X)	$325,361	$0	$47,331
THOMAS E BARRY
VP EXECUTIVE	37.50		Yes (X)	$305,423	$0	$43,777
JOANNE VOGEL
INTERIM VP S	37.50		Yes (X)	$218,633	$0	$35,343
LORI S WHITE
VP STUDENT A	37.50		Yes (X)	$171,200	$0	$24,189
MARY ANNE ROGERS
ASSOC UNIV S	37.50		Yes (X)	$98,769	$0	$23,876
ALBERT NIEMI JR
DEAN	37.50			$623,884	$0	$47,749	Yes (X)
THOMAS DIPIERO
DEAN	37.50			$323,621	$0	$36,697	Yes (X)
LARRY BROWN
BASKETBALL C	37.50			$3,749,123	$0	$154,912		Yes (X)
CHAD MORRIS
FOOTBALL COA	37.50			$2,040,894	$0	$54,899		Yes (X)
JOHN ATTANASIO
PROFESSOR	37.50			$682,142	$0	$31,287		Yes (X)
TIMOTHY JANKOVICH
BASKETBALL C	37.50			$610,763	$0	$52,309		Yes (X)
WILLIAM DILLON
SR ASSOC DEA	37.50			$586,253	$0	$52,032		Yes (X)
PAUL W LUDDEN
FORMER PROVO	37.50			$461,554	$0	$43,937			Yes (X)
PETER MOORE
FORMER INTER	37.50			$222,720	$0	$41,804			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$13,747,969	TotalReportableCompFromOrgAmt
Total Other Compensation	$1,159,338	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	558	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
ARAMARK CORPORATION
24818 NETWORK PLACE	CHICAGO	IL	60673	FACILITY&DINING	$47,916,113
JT VAUGHN CONSTRUCTION LLC
9160 STERLING ST STE 100	IRVING	TX	75063	CONSTRUCTION	$14,773,558
ROGERS O'BRIEN CONSTRUCTION COMPANY
1901 REGAL ROW	DALLAS	TX	75235	CONSTRUCTION	$13,268,283
BAIN & COMPANY INC
3280 PEACHTREE RD NE STE 2400	ATLANTA	GA	30305	CONSULTING	$7,144,546
SIEMENS BUILDING TECHNOLOGIES INC
8600 NORTH ROYAL LANE STE 100	IRVING	TX	75063	CONSTRUCTION	$5,926,056

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	160	CntrctRcvdGreaterThan100KCnt
Fundraising	$2,378,429	FundraisingAmt
Government Grants	$24,527	GovernmentGrantsAmt
All Other Contributions	$108,607,645	AllOtherContributionsAmt
Noncash Contributions	$10,231,996	NoncashContributionsAmt
Total Contributions	$111,010,601	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
TUITION AND FEES	611710	$453,064,017	$453,064,017
AUXILIARY ACTIVITIES	611710	$62,088,161	$48,644,944	$13,443,217
SPONSORED RESEARCH	611710	$33,037,662	$33,037,662
OTHER STUDENT FEES	611710	$12,161,175	$12,161,175
ORGANIZED ACTIVITIES	611710	$7,432,915	$7,432,915

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,086,655	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,081,040	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$5,615	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$576,870,585	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,997,605	TotalRevenueColumnAmt
Unrelated Business Revenue	-$2,951,363	UnrelatedBusinessRevenueAmt
Exclusion	$23,948,968	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$342,645	TotalRevenueColumnAmt
Exclusion	$342,645	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,981,169	TotalRevenueColumnAmt
Exclusion	$3,981,169	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$72,692	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$43,065	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$29,627	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$29,627	TotalRevenueColumnAmt
Exclusion	$29,627	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$315,192,324	SecuritiesAmt
Other	$6,024,774	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$226,475,454	SecuritiesAmt
Other	$6,482,145	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$88,716,870	SecuritiesAmt
Other	-$457,371	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$88,259,499	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,078,289	UnrelatedBusinessRevenueAmt
Exclusion	$87,181,210	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$1,831,514	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,378,429	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$2,612,070	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$780,556	TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$800,711,175	TotalRevenueColumnAmt
Related Or Exempt Func Income	$563,421,753	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$1,867,459	UnrelatedBusinessRevenueAmt
Exclusion	$128,926,836	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$236,566	TotalAmt
Program Services	$236,566	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$165,467,041	TotalAmt
Program Services	$165,467,041	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$6,409,476	TotalAmt
Program Services	$1,310,816	ProgramServicesAmt
Management And General	$4,519,435	ManagementAndGeneralAmt
Fundraising	$579,225	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$795,067	TotalAmt
Program Services	$280,249	ProgramServicesAmt
Management And General	$514,818	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$229,654,357	TotalAmt
Program Services	$206,725,591	ProgramServicesAmt
Management And General	$14,475,498	ManagementAndGeneralAmt
Fundraising	$8,453,268	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$16,743,420	TotalAmt
Program Services	$14,820,241	ProgramServicesAmt
Management And General	$1,269,823	ManagementAndGeneralAmt
Fundraising	$653,356	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$29,502,670	TotalAmt
Program Services	$26,113,941	ProgramServicesAmt
Management And General	$2,237,486	ManagementAndGeneralAmt
Fundraising	$1,151,243	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$14,681,718	TotalAmt
Program Services	$12,995,350	ProgramServicesAmt
Management And General	$1,113,463	ManagementAndGeneralAmt
Fundraising	$572,905	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,916,624	TotalAmt
Program Services	$338,033	ProgramServicesAmt
Management And General	$1,578,591	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$383,380	TotalAmt
Program Services	$15,815	ProgramServicesAmt
Management And General	$367,565	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$91,703	TotalAmt
Management And General	$91,703	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$728,752	TotalAmt
Fundraising	$728,752	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$11,915,114	TotalAmt
Management And General	$11,915,114	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$37,164,180	TotalAmt
Program Services	$30,644,582	ProgramServicesAmt
Management And General	$3,384,995	ManagementAndGeneralAmt
Fundraising	$3,134,603	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,694,924	TotalAmt
Program Services	$3,059,441	ProgramServicesAmt
Management And General	$434,227	ManagementAndGeneralAmt
Fundraising	$201,256	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,604,521	TotalAmt
Program Services	$13,605,737	ProgramServicesAmt
Management And General	$763,352	ManagementAndGeneralAmt
Fundraising	$1,235,432	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$11,935,740	TotalAmt
Program Services	$11,452,031	ProgramServicesAmt
Management And General	$436,299	ManagementAndGeneralAmt
Fundraising	$47,410	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$27,373	TotalAmt
Program Services	$27,373	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$24,903,729	TotalAmt
Program Services	$22,940,008	ProgramServicesAmt
Management And General	$1,877,148	ManagementAndGeneralAmt
Fundraising	$86,573	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$13,203,770	TotalAmt
Program Services	$12,756,686	ProgramServicesAmt
Management And General	$147,298	ManagementAndGeneralAmt
Fundraising	$299,786	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$4,680	TotalAmt
Program Services	$4,680	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,521,563	TotalAmt
Program Services	$1,397,862	ProgramServicesAmt
Management And General	$78,322	ManagementAndGeneralAmt
Fundraising	$45,379	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$18,112,744	TotalAmt
Program Services	$18,112,744	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$35,302,322	TotalAmt
Program Services	$30,208,334	ProgramServicesAmt
Management And General	$5,019,988	ManagementAndGeneralAmt
Fundraising	$74,000	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,588,687	TotalAmt
Program Services	$3,582,956	ProgramServicesAmt
Management And General	$5,220	ManagementAndGeneralAmt
Fundraising	$511	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ALL OTHER EXPENSES	$23,035,916	$20,336,834	$1,465,379	$1,233,703
BOOKS AND PERIODICALS	$7,272,672	$7,147,616	$29,243	$95,813
PUBLIC RELATIONS	$2,612,587	$1,861,113	$342,281	$409,193
PROPERTY COSTS	$2,480,421	$2,327,951	$113,721	$38,749

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$678,991,717	TotalAmt
Program Services	$607,769,591	ProgramServicesAmt
Management And General	$52,180,969	ManagementAndGeneralAmt
Fundraising	$19,041,157	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$74,239,132	BOYAmt
EOY	$100,877,881	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$248,427,446	BOYAmt
EOY	$192,610,528	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$134,102,131	BOYAmt
EOY	$151,160,534	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$119,316,835	BOYAmt
EOY	$116,042,087	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$7,317,585	BOYAmt
EOY	$6,313,928	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$336,213	BOYAmt
EOY	$530,577	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$14,809,714	BOYAmt
EOY	$18,689,415	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,376,668,731	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$427,336,384	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$909,316,000	BOYAmt
EOY	$949,332,347	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$321,953,165	BOYAmt
EOY	$399,496,481	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$797,671,024	BOYAmt
EOY	$929,645,764	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,616,973	BOYAmt
EOY	$2,662,908	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,632,106,218	BOYAmt
EOY	$2,867,362,450	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$142,473,984	BOYAmt
EOY	$143,076,028	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$37,827,745	BOYAmt
EOY	$36,443,282	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$471,157,000	BOYAmt
EOY	$577,006,407	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$429,000	BOYAmt
EOY	$1,606,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$89,502,170	BOYAmt
EOY	$111,066,158	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$741,389,899	BOYAmt
EOY	$869,197,875	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$619,108,319	BOYAmt
EOY	$669,756,575	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$615,993,000	BOYAmt
EOY	$645,759,000	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$655,615,000	BOYAmt
EOY	$682,649,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,890,716,319	BOYAmt
EOY	$1,998,164,575	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,632,106,218	BOYAmt
EOY	$2,867,362,450	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$121,719,458	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$14,271,202	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
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

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	$97,650,318	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$109,488,300	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$111,212,720	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$118,282,772	CurrentTaxYearMinus1YearAmt
Current Tax Year	$111,010,601	CurrentTaxYearAmt
Total	$547,644,711	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$97,650,318	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$109,488,300	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$111,212,720	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$118,282,772	CurrentTaxYearMinus1YearAmt
Current Tax Year	$111,010,601	CurrentTaxYearAmt
Total	$547,644,711	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$7,742,341	SubstantialContributorsTotAmt
Public Support Total170	$539,902,370	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,796,753	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,707,951	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,799,854	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$29,361,761	CurrentTaxYearMinus1YearAmt
Current Tax Year	$28,302,409	CurrentTaxYearAmt
Total	$163,968,728	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,319,245	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$7,864,219	CurrentTaxYearMinus1YearAmt
Total	$12,183,464	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$723,796,903	TotalSupportAmt
Gross Receipts Rltd Activities	$578,696,484	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.74590	PublicSupportCY170Pct
Public Support PY170	0.72460	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	$91,703	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$91,703	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$678,900,014	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$678,991,717	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	$212,587	CurrentYearMinus3Amt
Current Year Minus2	$205,595	CurrentYearMinus2Amt
Current Year Minus1	$99,761	CurrentYearMinus1Amt
Current Year	$91,703	CurrentYearAmt
Total	$609,646	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	2	FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Grants	$1,575,660	FundsAndOtherAccountsGrantsAmt
Funds And Other Accounts Vl EOY	$31,033,455	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	$719,717	RevenuesIncludedAmt
Assets Included	$57,254,725	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	$1,505,296,161	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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,268,078,648	BeginningYearBalanceAmt
Contributions	$37,395,171	ContributionsAmt
Investment Earnings Or Losses	$195,910,548	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$14,091,245	GrantsOrScholarshipsAmt
Other Expenditures	$42,461,880	OtherExpendituresAmt
Administrative Expenses	$19,685,167	AdministrativeExpensesAmt
End Year Balance	$1,425,146,075	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,162,415,320	BeginningYearBalanceAmt
Contributions	$39,537,725	ContributionsAmt
Investment Earnings Or Losses	$139,862,273	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$13,434,524	GrantsOrScholarshipsAmt
Other Expenditures	$41,913,259	OtherExpendituresAmt
Administrative Expenses	$18,388,887	AdministrativeExpensesAmt
End Year Balance	$1,268,078,648	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,190,709,490	BeginningYearBalanceAmt
Contributions	$15,898,059	ContributionsAmt
Investment Earnings Or Losses	$29,097,056	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,806,476	GrantsOrScholarshipsAmt
Other Expenditures	$42,410,350	OtherExpendituresAmt
Administrative Expenses	$18,072,459	AdministrativeExpensesAmt
End Year Balance	$1,162,415,320	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.06290	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.52380	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.41330	TermEndowmentBalanceEOYPct
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	$112,444,635	OtherCostOrOtherBasisAmt
Book Value	$112,444,635	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,000,074,103	OtherCostOrOtherBasisAmt
Depreciation	$317,316,321	DepreciationAmt
Book Value	$682,757,782	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$159,067,687	OtherCostOrOtherBasisAmt
Depreciation	$74,272,252	DepreciationAmt
Book Value	$84,795,435	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$105,082,306	OtherCostOrOtherBasisAmt
Depreciation	$35,747,811	DepreciationAmt
Book Value	$69,334,495	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$949,332,347	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (11 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY FUNDS WITHOUT DAILY LIQUIDITY	$381,920,394	C
DIVERSIFYING STRATEGIES FUNDS	$282,316,410	C
PRIVATE EQUITY FUNDS	$164,132,197	C
VENTURE CAPITAL	$35,947,848	C
EQUITY METHOD INVESTMENTS	$19,690,907	F
FUNDS HELD IN TRUST BY OTHERS	$18,516,065	F
FIXED INCOME FUNDS WITHOUT DAILY LIQ	$12,982,957	C
PARTNERSHIP INVESTMENTS - TIMBER	$9,053,348	C
PARTNERSHIP INVESTMENTS - REAL EST	$5,085,443	C
MINERAL RIGHTS	$187	C
OTHER INVESTMENTS	$8	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$929,645,764	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
TAXABLE BONDS PAYABLE	$104,780,593
DEPOSITS	$3,244,565
US GOVERNMENT STUDENT LOAN ADVANCES	$3,041,000

Field	Value	IRS element (for citing)
Total Liability	$111,066,158	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART III, LINE 4	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 UNIVERSITY COMMUNITY THROUGH MEANINGFUL EXHIBITIONS, PUBLICATIONS, WORKSHOPS AND OTHER EDUCATIONAL PROGRAMS AND ENCOURAGES PUBLIC PARTICIPATION THROUGH A BROAD-BASED MEMBERSHIP.
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 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, 2016 AND 2015.
SCHEDULE D, PAGE 4, PART XIII	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 2016 ARE REPORTED FOR FINANCIAL STATEMENT PURPOSES, EXCEPT IF THOSE WITH LOSSES ARE DETERMINED TO BE PERMANENT IMPAIRMENTS. AS OF MAY 31, 2016, THE UNIVERSITY HAS APPROXIMATELY 182.58 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 FOR FINANCIAL STATEMENT PURPOSES AND BALANCE SHEET REPOTING ON FORM 990 BECAUSE THE UNIVERSITY DOES NOT RECORD ALL POOL INVESTMENTS AT FAIR VALUE.

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	false	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (57 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	EmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	STUDY ABROAD	$106,336
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$398,533,685
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RESEARCH/CONFERENCE	$2,212
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RECRUITING	$626
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RESEARCH	$1,104
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	CONFERENCE	$5,053
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	PROGRAM DEVELOPMENT	$1,183
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RESEARCH/CONFERENCE	$32,149
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RECRUITING	$22,135
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	CONFERENCE	$19,333
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STUDY ABROAD	$829,396
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RESEARCH	$9,153
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	LECTURES	$11,748
EUROPE	FUNDRAISING	ALUMNI REL/FUNDRAIS	$6,629
EUROPE	PROGRAM SERVICES	RESEARCH/CONFERENCE	$489,231	4
EUROPE	PROGRAM SERVICES	ART AQUISITION	$228,718
EUROPE	PROGRAM SERVICES	ART SCOUTING	$5,151
EUROPE	PROGRAM SERVICES	CURATORIAL FEE	$20,654
EUROPE	PROGRAM SERVICES	STUDY ABROAD	$2,966,131	5
EUROPE	PROGRAM SERVICES	RECRUITING	$25,389
EUROPE	PROGRAM SERVICES	EXHIBIT PREPARATION	$510,439
EUROPE	PROGRAM SERVICES	CONFERENCE	$68,839
EUROPE	INVESTMENTS		$62,509,541
EUROPE	PROGRAM SERVICES	MEMBER TOUR	$3,357
EUROPE	PROGRAM SERVICES	RESEARCH	$34,550
EUROPE	PROGRAM SERVICES	PROGRAM DEVELOPMENT	$5,572
EUROPE	PROGRAM SERVICES	LECTURES/MEETINGS	$5,528
EUROPE	PROGRAM SERVICES	FACULTY DEVELOPMENT	$425
EUROPE	PROGRAM SERVICES	TEACHING	$7,979
EUROPE	PROGRAM SERVICES	TEACHING/RECRUITING	$4,398
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	CONFERENCE	$440
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RECRUITING	$28,775
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	STUDY ABROAD	$141,206
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RESEARCH	$3,222
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	LECTURE	$1,293
MIDDLE EAST AND NORTH AFRICA	FUNDRAISING	ALUMNI REL/FUNDRAIS	$8,064
NORTH AMERICA	PROGRAM SERVICES	CONFERENCE	$47,694
NORTH AMERICA	FUNDRAISING	ALUMNI REL/FUNDRAIS	$2,399
NORTH AMERICA	PROGRAM SERVICES	RESEARCH/CONFERENCE	$15,143
NORTH AMERICA	PROGRAM SERVICES	RESEARCH	$1,469
NORTH AMERICA	PROGRAM SERVICES	LECTURES	$3,127
NORTH AMERICA	INVESTMENTS		$30,665,304
NORTH AMERICA	PROGRAM SERVICES	RECRUITING	$10,810
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICES	RESEARCH/CONFERENCE	$6,448
SOUTH AMERICA	PROGRAM SERVICES	CONFERENCE	$18,296
SOUTH AMERICA	PROGRAM SERVICES	RESEARCH/CONFERENCE	$3,692
SOUTH AMERICA	PROGRAM SERVICES	STUDY ABROAD	$361,946
SOUTH AMERICA	PROGRAM SERVICES	RESEARCH	$13,049
SOUTH AMERICA	PROGRAM SERVICES	RECRUITING	$10,345
SOUTH ASIA	PROGRAM SERVICES	RESEARCH/CONFERENCE	$28,564
SOUTH ASIA	PROGRAM SERVICES	RECRUITING	$8,646
SOUTH ASIA	FUNDRAISING	ALUMNI REL/FUNDRAIS	$4,366
SOUTH ASIA	PROGRAM SERVICES	STUDY ABROAD	$1,223
SUB-SAHARAN AFRICA	PROGRAM SERVICES	CONFERENCE	$7,525
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RESEARCH/CONFERENCE	$2,536
SUB-SAHARAN AFRICA	PROGRAM SERVICES	STUDY ABROAD	$20,113
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RECRUITING	$2,167

Field	Value	IRS element (for citing)
Subtotal Employees	4	SubtotalEmployeesCnt
Continutation Total Employee	5	ContinutationTotalEmployeeCnt
Total Employee	9	TotalEmployeeCnt
Subtotal Spent	$400,303,842	SubtotalSpentAmt
Continuation Spent	$97,580,664	ContinuationSpentAmt
Total Spent	$497,884,506	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 106,336 0 CENTRAL AMERICA AND THE CARIBBEAN 0 398,533,685 CENTRAL AMERICA AND THE CARIBBEAN 2,212 0 CENTRAL AMERICA AND THE CARIBBEAN 626 0 CENTRAL AMERICA AND THE CARIBBEAN 1,104 0 CENTRAL AMERICA AND THE CARIBBEAN 5,053 0 EAST ASIA AND THE PACIFIC 1,183 0 EAST ASIA AND THE PACIFIC 32,149 0 EAST ASIA AND THE PACIFIC 22,135 0 EAST ASIA AND THE PACIFIC 19,333 0 EAST ASIA AND THE PACIFIC 829,396 0 EAST ASIA AND THE PACIFIC 9,153 0 EAST ASIA AND THE PACIFIC 11,748 0 EUROPE 6,629 0 EUROPE 489,231 0 EUROPE 228,718 0 EUROPE 5,151 0 EUROPE 20,654 0 EUROPE 2,966,131 0 EUROPE 25,389 0 EUROPE 510,439 0 EUROPE 68,839 0 EUROPE 0 62,509,541 EUROPE 3,357 0 EUROPE 34,550 0 EUROPE 5,572 0 EUROPE 5,528 0 EUROPE 425 0 EUROPE 7,979 0 EUROPE 4,398 0 MIDDLE EAST AND NORTH AFRICA 440 0 MIDDLE EAST AND NORTH AFRICA 28,775 0 MIDDLE EAST AND NORTH AFRICA 141,206 0 MIDDLE EAST AND NORTH AFRICA 3,222 0 MIDDLE EAST AND NORTH AFRICA 1,293 0 MIDDLE EAST AND NORTH AFRICA 8,064 0 NORTH AMERICA 47,694 0 NORTH AMERICA 2,399 0 NORTH AMERICA 15,143 0 NORTH AMERICA 1,469 0 NORTH AMERICA 3,127 0 NORTH AMERICA 0 30,665,304 NORTH AMERICA 10,810 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 6,448 0 SOUTH AMERICA 18,296 0 SOUTH AMERICA 3,692 0 SOUTH AMERICA 361,946 0 SOUTH AMERICA 13,049 0 SOUTH AMERICA 10,345 0 SOUTH ASIA 28,564 0 SOUTH ASIA 8,646 0 SOUTH ASIA 4,366 0 SOUTH ASIA 1,223 0 SUB-SAHARAN AFRICA 7,525 0 SUB-SAHARAN AFRICA 2,536 0 SUB-SAHARAN AFRICA 20,113 0 SUB-SAHARAN AFRICA 2,167 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 (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
RUFFALOCODY LLC
65 KIRKWOOD NORTH RD SW	CEDAR RAPIDS	IA	524063018	TELEMARKET	false	$501,712	$375,442	$126,270
BURSON-MARSTELLER US
230 PARK AVENUE SOUTH	NEW YORK	NY	100031528	CONSULTING	false		$203,113	-$203,113
MARTS LUNDY INC
1200 WALL STREET WEST	LYNDHURST	NJ	07071	CONSULTING	false		$126,320	-$126,320
PARADIGM FOUR INC
4780 ASHFORD DUNWOODY RD STE A415	ATLANTA	GA	30338	CONSULTING	false		$23,877	-$23,877

Field	Value	IRS element (for citing)
Total Gross Receipts	$501,712	TotalGrossReceiptsAmt
Total Retained By Contractors	$728,752	TotalRetainedByContractorsAmt
Total Net To Organization	-$227,040	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	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	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	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
Licensed States	WV	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	TATE LECTURE SE	Event1Nm
Gross Receipts Event1	$1,896,451	GrossReceiptsEvent1Amt
Charitable Contri Event1	$738,277	CharitableContriEvent1Amt
Gross Revenue Event1	$1,158,174	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$142,635	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$119,676	FoodAndBeverageEvent1Amt
Entertainment Event1	$631,240	EntertainmentEvent1Amt
Other Direct Expenses Event1	$483,368	OtherDirectExpensesEvent1Amt
Event2	ATHLETIC FORUM	Event2Nm
Gross Receipts Event2	$792,728	GrossReceiptsEvent2Amt
Charitable Contri Event2	$345,562	CharitableContriEvent2Amt
Gross Revenue Event2	$447,166	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$2,826	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$365,565	FoodAndBeverageEvent2Amt
Entertainment Event2	$393,723	EntertainmentEvent2Amt
Other Direct Expenses Event2	$22,674	OtherDirectExpensesEvent2Amt
Other Events Total	8	OtherEventsTotalCnt
Gross Receipts Other Events	$1,520,764	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$1,294,590	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$226,174	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$600	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$166	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$69,588	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$166,444	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$85,866	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$127,699	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$4,209,943	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,378,429	CharitableContributionsTotAmt
Gross Revenue Total Events	$1,831,514	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$600	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$166	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$215,049	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$651,685	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$1,110,829	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$633,741	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$2,612,070	DirectExpenseSummaryEventsAmt
Net Income Summary	-$780,556	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART IV	FormAndLineReferenceDesc
Explanation	DURING FISCAL YEAR 2016, MARTS & LUNDY INC. AND BURSON-MARSTELLER US PROVIDED CONSULTING SERVICES AND ASSISTANCE WITH CAMPAIGN ORGANIZATIONAL STRUCTURE AND STRATEGY, IN RELATION TO THE SMU UNBRIDLED: THE SECOND CENTURY CAMPAIGN. DURING FISCAL YEAR 2016, PARADIGM FOUR INCORPORATED PROVIDED CONSULTING SERVICES WITH COMMUNICATION, MESSAGING, AND MEDIA RELATIONS. DURING FISCAL YEAR 2016, RUFFALOCODY LLC PROVIDED TELEMARKETING SERVICES. THE TOTAL 375,442 FUNDRAISING FEES REPORTED ON PART I FOR RUFFALOCODY LLC INCLUDES 367,043 OF SERVICE FEES CHARGES AND 8,399 OF MAILING/POSTAGE CHARGES THAT WERE SEPARATELY IDENTIFIED AS SUCH IN THE INVOICES.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
DALLAS MUSEUM OF ART
1717 N HARWOOD ST	DALLAS	TX	75201	750808774	501C3	$26,367	EVENT SPONSORSHIP
THE DALLAS INSTITUTE
2719 ROUTH ST	DALLAS	TX	75201	751721049	501C3	$20,000	EVENT SPONSORSHIP
THE DALLAS FOUNDATION
3963 MAPLE AVE STE 390	DALLAS	TX	75219	752890371	501C3	$11,500	PROGRAM SUPPORT
GOODWILL INDUSTRIES OF DALLAS INC
3020 N WESTMORELAND RD	DALLAS	TX	75212	750800649	501C3	$10,000	EVENT SPONSORSHIP
DALLAS CITIZENS COUNCIL
901 MAIN ST STE 6212	DALLAS	TX	75202	756035901	501C6	$9,000	EVENT SPONSORSHIP
THE BLACK TIE DINNER INC
3824 CEDAR SPRINGS STE 335	DALLAS	TX	75219	752335996	501C3	$7,500	EVENT SPONSORSHIP
SALESMANSHIP CLUB YOUTH AND FAMILY
106 E 10TH ST	DALLAS	TX	75203	751855620	501C3	$7,500	EVENT SPONSORSHIP	DBA MOMENTOUS INSTITUTE
FORTE FOUNDATION
9600 ESCARPMENT STE 745 PMB 72	AUSTIN	TX	78749	611457145	501C3	$6,500	PROGRAM SUPPORT
ALL STARS PROJECT INC
543 WEST 42ND ST	NEW YORK	NY	10036	133148295	501C3	$5,645	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	8	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
STUDENT TUITION GRANTS	7363	$6,503,731	$158,963,310	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	Yes (true)	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	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
R GERALD TURNER
PRESIDENT/TRUSTEE	$686,708	$175,000	$88,285	$26,500	$138,253	$1,114,746
DOUGLAS REINELT
PROFESSOR/TRUSTEE	$171,243		$843	$15,217	$22,416	$209,719
MICHAEL A CONDON
UNIVERSITY TREASURER	$416,181	$399,940	$18,401	$26,500	$22,295	$883,317
BRAD E CHEVES
VP DEVELOPMENT AND E	$423,639	$50,000	$35,403	$26,500	$65,875	$601,417
CHRISTINE REGIS
VP BUSINESS AND FINA	$427,429	$25,000	$17,622	$26,500	$20,413	$516,964
PAUL WARD
VP LEGAL AFFAIRS AND	$347,013	$25,000	$19,922	$61,500	$17,227	$470,662
HAROLD STANLEY
VP / INTERIM PROVOST	$319,550		$5,811	$26,500	$20,831	$372,692
THOMAS E BARRY
VP EXECUTIVE AFFAIRS	$285,797		$19,626	$26,500	$17,277	$349,200
JOANNE VOGEL
INTERIM VP STUD AFFA	$217,717		$916	$17,073	$18,270	$253,976
LORI S WHITE
VP STUDENT AFFAIRS	$160,016		$11,184	$15,450	$8,739	$195,389
ALBERT NIEMI JR
DEAN	$603,562	$10,323	$9,999	$26,500	$21,249	$671,633
THOMAS DIPIERO
DEAN	$313,031		$10,590	$26,500	$10,197	$360,318
LARRY BROWN
BASKETBALL COACH	$2,188,742	$50,000	$1,510,381	$26,500	$128,412	$3,904,035	$1,300,791
CHAD MORRIS
FOOTBALL COACH	$1,991,512	$40,000	$9,382	$26,500	$28,399	$2,095,793
JOHN ATTANASIO
PROFESSOR	$680,359		$1,783	$18,338	$12,949	$713,429
TIMOTHY JANKOVICH
BASKETBALL COACH	$570,449	$30,000	$10,314	$26,500	$25,809	$663,072
WILLIAM DILLON
SR ASSOC DEAN BUSINE	$582,580		$3,673	$26,500	$25,532	$638,285
PAUL W LUDDEN
FORMER PROVOST	$437,179		$24,375	$26,500	$17,437	$505,491
PETER MOORE
FORMER INTERIM DEAN	$221,501		$1,219	$19,067	$22,737	$264,524

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PAGE 1, PART I, LINE 1A	CHARTER FLIGHT AND FIRST-CLASS TRAVEL COSTS WERE INCURRED BY COACH TIM JANKOVICH AND COACH LARRY BROWN FOR RECRUITING PURPOSES. 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. 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. ALL GROSS-UP PAYMENTS HAVE BEEN APPROPRIATELY APPROVED IN ACCORDANCE WITH UNIVERSITY POLICY PRIOR TO PAYMENT. ONE EMPLOYEE RECEIVED A GROSS-UP PAYMENT FOR PAYROLL TAXES WHICH WERE REPORTED AS TAXABLE COMPENSATION: ALBERT NIEMI. 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, ALBERT NIEMI, AND LARRY BROWN. 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 4	JOHN ATTANASIO 500,000 0 0
SCHEDULE J, PAGE 1, PART I, LINE 5A	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 & DEFEASE A PORTION	false	false	false
2009 SOUTHWEST HIGHER EDUCATION
B	521442059	845040HG2	2009-10-01	$162,035,907	FINANCE NEW MONEY PROJECTS AND CURRENTLY REFUND	false	false	false
2010 SOUTHWEST HIGHER EDUCATION
C	521442059	845040JB1	2010-10-28	$124,998,461	FINANCE NEW MONEY PROJECTS.	false	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	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Bond DefeasedBondDefeasedAmt	Capital ExpendituresCapitalExpendituresAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	UnspentUnspentAmt
A	$19,950,000	$114,937,923	$2,214,301	$922,858	$384,931	$113,630,132	false	Yes (true)	Yes (true)	Yes (true)
B	$17,790,000	$162,036,208		$1,236,365		$94,638,583	Yes (true)	false	Yes (true)	Yes (true)	$102,600,000	$66,161,260
C	$4,315,000	$125,317,215		$1,091,820			false	false	Yes (true)	Yes (true)		$124,225,377	$18
D		$107,542,968		$820,533			false	false	false	Yes (true)		$58,379,671		$48,342,764

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	Yes (true)	false	false	false	false	false	false	Yes (true)
DEUTSCHE BANK
D	false	Yes (true)	false	false	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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K - PURPOSE OF ISSUE DESCRIPTION	2007 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND & DEFEASE A 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.
SCHEDULE K - DATE REBATE COMPUTATION PERFORMED	2007 SOUTHWEST HIGHER EDUCATION 02/14/12 2009 SOUTHWEST HIGHER EDUCATION 12/21/15
SCHEDULE K - ADDITIONAL INFORMATION	2007 SOUTHWEST HIGHER EDUCATION PART II, LINE 3, COLUMN A TOTAL PROCEEDS INCLUDES INTEREST ON ADVANCE REFUNDING ESCROW BEFORE ALL BONDS WERE CALLED 10/01/2012. PART II, LINE 3, COLUMNS B, C, D & E TOTAL PROCEEDS INCLUDE INVESTMENT PROCEEDS. PART II, LINE 11, COLUMNS A & B INCLUDED THE REFUNDING AMOUNTS AS OTHER UNSPENT PROCEEDS. PART II, LINE 13, COLUMN A THE SERIES 2007 BONDS WERE REFUNDING BONDS. THERE WERE NO NEW PROJECTS FOR WHICH A YEAR OF SUBSTANTIAL COMPLETION WOULD NEED TO BE REPORTED. PART II, LINE 17, COLUMNS A, B, C, D & E THE UNIVERSITY HAS MAINTAINED ADEQUATE BOOK AND RECORDS FOR THE ALLOCATIONS MADE TO DATE. SMU ALWAYS MAINTAINS ADEQUATE BOOKS AND RECORDS WHEN THE FINAL ALLOCATIONS ARE MADE. PART IV, LINE 2C, COLUMNS A & B DATE REBATE COMPUTATION PERFORMED 2007 SOUTHWEST HIGHER EDUCATION 2/14/2012 2009 SOUTHWEST HIGHER EDUCATION 12/21/2015 PART IV, LINE 5, COLUMNS A, B, C, & E THE UNIVERSITY DID NOT INVEST IN A GIC, HOWEVER, ANSWERS ARE PROVIDED AS THEY ARE REQUIRED BY THE IRS FOR FILING PURPOSES. PART IV, LINE 6, COLUMNS D & E THE UNIVERSITY REASONABLY EXPECTS TO MEET THE SPENDING REQUIREMENTS WITHIN THE REQUIRED TIMEFRAME.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$46,580	TUITION WAIVER	EDUCATION
$63,187	MERIT SCHOLAR	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	6	ContributionCnt
Noncash Contributions Rpt F990	$240,283	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	$479,434	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	156	ContributionCnt
Noncash Contributions Rpt F990	$7,453,913	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$6,000	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	9	$166,227	MARKET OR APPRAISAL
Yes (X)	EVENT TICKETS	948	$135,934	MARKET OR APPRAISAL
Yes (X)	EVENT EXPENSE	30	$50,861	MARKET OR APPRAISAL
Yes (X)	OTHER	19	$1,699,344	SEE PART II

Field	Value	IRS element (for citing)
Form8283 Received	26	Form8283ReceivedCnt
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 28, OTHER - DETAIL COL (B) COL (C) PART 1, LINE 28, OTHER: LIVESTOCK 5 1,040,000 PART 1, LINE 28, OTHER: FURNISHINGS 1 300 PART 1, LINE 28, OTHER: PAVERS 7 338,131 PART 1, LINE 28, OTHER: CAMPAIGN MEMORABILIA 3 25,000 PART 1, LINE 28, OTHER: TRAVEL EXPENSE 2 291,913 PART 1, LINE 28, OTHER: MUSICAL INSTRUMENTS 1 4,000 ====== == ======== TOTAL PART 1 LINE 28 19 1,699,344 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 OPTIONAL 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, FRANCE
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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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	11A	SMU	false
MUSTANG MOCKINGBIRD CORPORATION
PO BOX 750261	DALLAS	TX	752750261	204216744	SUPPORTING	TX	509A3	11A	SMU	false
MUSTANG AIRLINE CORPORATION
PO BOX 750261	DALLAS	TX	752750261	204217087	SUPPORTING	TX	509A3	11A	SMU	false
MUSTANG MOCKINGBIRD PROPERTIES
PO BOX 750261	DALLAS	TX	752750261	204216534	SUPPORTING	TX	509A3	11A	SMU	false
PERUNA PROPERTIES INC
PO BOX 750261	DALLAS	TX	752750261	752806008	SUPPORTING	TX	509A3	11A	SMU	false
SOUTHERN METHODIST UNIVERSITY FOUND
PO BOX 750261	DALLAS	TX	752750261	200588905	SUPPORTING	TX	509A3	11A	SMU	false
SMU CORP
PO BOX 750261	DALLAS	TX	752750261	264739435	SUPPORTING	TX	501C3	11A	SMU	false
PERUNA EAST CORPORATION
PO BOX 750261	DALLAS	TX	752750261	454611768	SUPPORTING	TX	501C3	11A	SMU	false
SMU GOLF FOUNDATION
PO BOX 750261	DALLAS	TX	752750261	465131991	SUPPORTING	TX	501C3	11A	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 9	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