SOUTHERN METHODIST UNIVERSITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN METHODIST UNIVERSITY (EIN 75-0800689)
Tax period: 2013-06-01 to 2014-05-31
Filed: 2015-04-10
IRS object ID: 201521009349300537
Schema version: 2013v4.0
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	2015-04-10T21:12:55-05:00	ReturnTs
Tax Period End	2014-05-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-06-01	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	BusinessNameLine1

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	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	752750261	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHRISTINE REGIS	PersonNm
Person Title	VP FOR BUSINESS AND FINANCE	PersonTitleTxt
Phone	2147681601	PhoneNum
Signature	2015-04-09	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparation	2015-04-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-03-07 17:11:31Z	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	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	752750261	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$1,022,537,970	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	6629	TotalEmployeeCnt
Total Volunteers	1780	TotalVolunteersCnt
Total Gross UBI	-$6,014,334	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$6,134,595	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$109,488,300	PYContributionsGrantsAmt
CY Contributions Grants	$111,212,720	CYContributionsGrantsAmt
PY Program Service Revenue	$483,384,122	PYProgramServiceRevenueAmt
CY Program Service Revenue	$514,220,500	CYProgramServiceRevenueAmt
PY Investment Income	$72,824,929	PYInvestmentIncomeAmt
CY Investment Income	$85,037,751	CYInvestmentIncomeAmt
PY Other Revenue	$3,500,224	PYOtherRevenueAmt
CY Other Revenue	$3,718,276	CYOtherRevenueAmt
PY Total Revenue	$669,197,575	PYTotalRevenueAmt
CY Total Revenue	$714,189,247	CYTotalRevenueAmt
PY Grants And Similar Paid	$142,508,490	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$150,960,839	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$267,901,555	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$286,971,080	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$389,823	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$397,615	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$18,001,362	CYTotalFundraisingExpenseAmt
PY Other Expenses	$178,893,807	PYOtherExpensesAmt
CY Other Expenses	$184,464,346	CYOtherExpensesAmt
PY Total Expenses	$589,693,675	PYTotalExpensesAmt
CY Total Expenses	$622,793,880	CYTotalExpensesAmt
PY Revenues Less Expenses	$79,503,900	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$91,395,367	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,494,524,378	TotalAssetsBOYAmt
Total Assets EOY	$2,575,759,014	TotalAssetsEOYAmt
Total Liabilities BOY	$779,680,315	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$762,186,796	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,714,844,063	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,813,572,218	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	$405,481,787	ExpenseAmt
Grant	$134,210,304	GrantAmt
Revenue	$418,971,330	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 2013 WAS 10,972 AND SPRING SEMESTER 2014 WAS 10,614.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$100,801,894	ExpenseAmt
Grant	$16,596,699	GrantAmt
Revenue	$49,922,299	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	$39,174,070	ExpenseAmt
Revenue	$34,867,429	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	$14,850,135	ExpenseAmt
Revenue	$10,459,442	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	$14,850,135	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$10,459,442	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$560,307,886	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	14802	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	6629	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
Form8899 Filedind	true	Form8899Filedind
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	AZ	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	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	752750261	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	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	36.50	1.00	Yes (X)	Yes (X)	$961,839	$0	$386,083
SANTANU ROY
PROFESSOR/TR	1.00		Yes (X)		$157,109	$0	$46,986
GEORGE UTKOV
TRUSTEE	1.00		Yes (X)		$2,060	$0	$0
RUTH S ALTSHULER
TRUSTEE	1.00		Yes (X)		$0	$0	$0
WILLIAM ARMSTRONG
TRUSTEE	1.00		Yes (X)		$0	$0	$0
MICHAEL M BOONE
TRUSTEE	1.00		Yes (X)		$0	$0	$0
BRADLEY BROOKSHIRE
TRUSTEE	1.00		Yes (X)		$0	$0	$0
LAURA WELCH BUSH
TRUSTEE	1.00		Yes (X)		$0	$0	$0
RICHIE L BUTLER
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JEANNE TOWER COX
TRUSTEE	1.00		Yes (X)		$0	$0	$0
KELLY H COMPTON
TRUSTEE	1.00		Yes (X)		$0	$0	$0
MARK CRAIG
TRUSTEE	1.00		Yes (X)		$0	$0	$0
GARY T CRUM
TRUSTEE	1.00		Yes (X)		$0	$0	$0
KATHERINE CROW
TRUSTEE	1.00		Yes (X)		$0	$0	$0
ROBERT H DEDMAN JR
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JAMES E DORFF
TRUSTEE	1.00		Yes (X)		$0	$0	$0
ANTOINE LV DIJKSTRA
TRUSTEE	1.00		Yes (X)		$0	$0	$0
LESLIE L MELSON
TRUSTEE	1.00		Yes (X)		$0	$0	$0
LARRY FAULKNER
TRUSTEE	1.00		Yes (X)		$0	$0	$0
GERALD J FORD
TRUSTEE	1.00		Yes (X)		$0	$0	$0
ANTONIO O GARZA JR
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JAMES R GIBBS
TRUSTEE	1.00		Yes (X)		$0	$0	$0
FREDERICK B HEGI JR
TRUSTEE	1.00		Yes (X)		$0	$0	$0
CLARK K HUNT
TRUSTEE	1.00		Yes (X)		$0	$0	$0
RAY L HUNT
TRUSTEE	1.00		Yes (X)		$0	$0	$0
MRS GENE C JONES
TRUSTEE	1.00		Yes (X)		$0	$0	$0
SCOTT JONES
TRUSTEE	1.00		Yes (X)		$0	$0	$0
FREDRICK LEACH
TRUSTEE	1.00		Yes (X)		$0	$0	$0
PAUL B LOYD JR
TRUSTEE	1.00		Yes (X)		$0	$0	$0
BOBBY B LYLE
TRUSTEE	1.00		Yes (X)		$0	$0	$0
MICHAEL MCKEE
TRUSTEE	1.00		Yes (X)		$0	$0	$0
DAVID B MILLER
TRUSTEE	1.00		Yes (X)		$0	$0	$0
SHERON PATTERSON
TRUSTEE	1.00		Yes (X)		$0	$0	$0
SARAH PEROT
TRUSTEE	1.00		Yes (X)		$0	$0	$0
JEANNE L PHILLIPS
TRUSTEE	1.00		Yes (X)		$0	$0	$0
CAREN H PROTHRO
TRUSTEE	1.00		Yes (X)		$0	$0	$0
CARL SEWELL
TRUSTEE	1.00		Yes (X)		$0	$0	$0
SCOTT MCLEAN
TRUSTEE	1.00		Yes (X)		$0	$0	$0
RICHARD K TEMPLETON
TRUSTEE	1.00		Yes (X)		$0	$0	$0
ROYCE E WILSON SR
TRUSTEE	1.00		Yes (X)		$0	$0	$0
CONNIE O'NEILL
TRUSTEE	1.00		Yes (X)		$0	$0	$0
RICHARD WARE
TRUSTEE	1.00		Yes (X)		$0	$0	$0
MICHAEL A CONDON
UNIVERSITY T	36.50	1.00		Yes (X)	$591,988	$0	$46,212
BRAD E CHEVES
VP DEVELOPME	31.50	6.00		Yes (X)	$454,744	$0	$45,212
PAUL W LUDDEN
PROVOST/VP A	36.50	1.00		Yes (X)	$438,828	$0	$40,537
CHRISTINE REGIS
VP BUSINESS	29.50	8.00		Yes (X)	$378,686	$0	$44,422
PAUL WARD
VP LEGAL AFF	29.50	8.00		Yes (X)	$369,789	$0	$66,127
THOMAS E BARRY
VP EXECUTIVE	34.50	3.00		Yes (X)	$311,069	$0	$41,627
LORI S WHITE
VP STUDENT A	36.50	1.00		Yes (X)	$292,179	$0	$41,837
MARY ANNE ROGERS
ASSOC UNIV S	31.50	6.00		Yes (X)	$93,053	$0	$22,541
ALBERT NIEMI JR
DEAN	37.50				$587,997	$0	$45,363	Yes (X)
WILLIAM TSUTSUI
DEAN					$266,008	$0	$35,604	Yes (X)
LARRY BROWN
BASKETBALL C	37.50				$2,209,594	$0	$532,740		Yes (X)
JUNE JONES
FOOTBALL COA					$1,959,186	$0	$43,753		Yes (X)
TIMOTHY JANKOVICH
BASKETBALL C	37.50				$547,687	$0	$49,330		Yes (X)
WILLIAM DILLON
SR ASSOC DEA					$524,116	$0	$49,365		Yes (X)
MIGUEL QUINONES
PROFESSOR					$500,217	$0	$46,068		Yes (X)
PETER MOORE
FORMER INTER					$187,824	$0	$41,505			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$10,833,973	TotalReportableCompFromOrgAmt
Total Other Compensation	$1,625,312	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	506	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/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
HC BECK
1807 ROSS AVENUE STE 500	DALLAS	TX	75201	CONSTRUCTION	$49,403,470
ROGERS O'BRIEN CONSTRUCTION COMPANY
1901 REGAL ROW	DALLAS	TX	75235	CONSTRUCTION	$40,174,305
ARAMARK CORPORATION
24818 NETWORK PLACE	CHICAGO	IL	60673	FACILITY&DINING	$38,229,945
HOLDER CONSTRUCTION GROUP LLC
4600 FULLER DRIVE SUITE 375	IRVING	TX	75038	CONSTRUCTION	$10,738,838
THE RICHARDS GROUP
8750 N CENTRAL EXPRESSWAY STE 1200	DALLAS	TX	75231	ADVERTISING	$4,308,265

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	107	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,680,057	FundraisingAmt
Government Grants	$23,094	GovernmentGrantsAmt
All Other Contributions	$109,509,569	AllOtherContributionsAmt
Noncash Contributions	$9,493,613	NoncashContributionsAmt
Total Contributions	$111,212,720	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
TUITION AND FEES	611710	$402,380,388	$402,380,388
AUXILIARY ACTIVITIES	611710	$48,308,663	$36,579,055	$11,729,608
SPONSORED RESEARCH	611710	$34,466,374	$34,466,374
OTHER STUDENT FEES	611710	$11,872,581	$11,872,581
ORGANIZED ACTIVITIES	611710	$8,325,445	$8,325,445

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,867,049	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,862,572	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$4,477	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$514,220,500	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$28,968,394	TotalRevenueColumnAmt
Unrelated Business Revenue	-$7,423,444	UnrelatedBusinessRevenueAmt
Exclusion	$36,391,838	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$743,420	TotalRevenueColumnAmt
Exclusion	$743,420	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,652,016	TotalRevenueColumnAmt
Exclusion	$4,652,016	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$81,475	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$68,895	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$12,580	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,580	TotalRevenueColumnAmt
Exclusion	$12,580	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$330,084,742	SecuritiesAmt
Other	$30,740,643	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$265,432,315	SecuritiesAmt
Other	$40,067,133	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$64,652,427	SecuritiesAmt
Other	-$9,326,490	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$55,325,937	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,404,633	UnrelatedBusinessRevenueAmt
Exclusion	$53,921,304	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$1,834,060	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,680,057	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$2,780,380	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$946,320	TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$714,189,247	TotalRevenueColumnAmt
Related Or Exempt Func Income	$502,486,415	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$6,014,334	UnrelatedBusinessRevenueAmt
Exclusion	$107,450,766	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$153,836	TotalAmt
Program Services	$153,836	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$150,807,003	TotalAmt
Program Services	$150,807,003	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$8,043,283	TotalAmt
Program Services	$1,196,328	ProgramServicesAmt
Management And General	$6,346,615	ManagementAndGeneralAmt
Fundraising	$500,340	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$266,223	TotalAmt
Program Services	$266,223	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$220,781,388	TotalAmt
Program Services	$199,045,743	ProgramServicesAmt
Management And General	$12,375,439	ManagementAndGeneralAmt
Fundraising	$9,360,206	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$15,944,316	TotalAmt
Program Services	$13,871,467	ProgramServicesAmt
Management And General	$1,319,219	ManagementAndGeneralAmt
Fundraising	$753,630	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$28,158,026	TotalAmt
Program Services	$24,497,327	ProgramServicesAmt
Management And General	$2,329,771	ManagementAndGeneralAmt
Fundraising	$1,330,928	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$13,777,844	TotalAmt
Program Services	$11,986,648	ProgramServicesAmt
Management And General	$1,139,967	ManagementAndGeneralAmt
Fundraising	$651,229	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,390,958	TotalAmt
Program Services	$226,512	ProgramServicesAmt
Management And General	$1,164,446	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$313,700	TotalAmt
Management And General	$313,700	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$205,595	TotalAmt
Management And General	$205,595	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$397,615	TotalAmt
Fundraising	$397,615	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$10,189,511	TotalAmt
Management And General	$10,189,511	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$24,996,711	TotalAmt
Program Services	$22,613,031	ProgramServicesAmt
Management And General	$1,198,644	ManagementAndGeneralAmt
Fundraising	$1,185,036	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,359,793	TotalAmt
Program Services	$3,193,517	ProgramServicesAmt
Management And General	$139,517	ManagementAndGeneralAmt
Fundraising	$26,759	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,572,097	TotalAmt
Program Services	$15,809,198	ProgramServicesAmt
Management And General	$412,371	ManagementAndGeneralAmt
Fundraising	$1,350,528	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$10,155,296	TotalAmt
Program Services	$9,722,700	ProgramServicesAmt
Management And General	$353,102	ManagementAndGeneralAmt
Fundraising	$79,494	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$3,074	TotalAmt
Program Services	$3,074	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$24,927,162	TotalAmt
Program Services	$23,744,068	ProgramServicesAmt
Management And General	$976,599	ManagementAndGeneralAmt
Fundraising	$206,495	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$13,024,656	TotalAmt
Program Services	$12,469,242	ProgramServicesAmt
Management And General	$235,500	ManagementAndGeneralAmt
Fundraising	$319,914	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$9,380	TotalAmt
Program Services	$9,380	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$993,442	TotalAmt
Program Services	$902,307	ProgramServicesAmt
Management And General	$70,153	ManagementAndGeneralAmt
Fundraising	$20,982	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$18,416,623	TotalAmt
Program Services	$18,416,623	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,511,106	TotalAmt
Program Services	$24,181,103	ProgramServicesAmt
Management And General	$3,004,003	ManagementAndGeneralAmt
Fundraising	$326,000	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,710,424	TotalAmt
Program Services	$2,683,779	ProgramServicesAmt
Management And General	$20,360	ManagementAndGeneralAmt
Fundraising	$6,285	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ALL OTHER EXPENSES	$15,075,686	$13,058,980	$799,144	$1,217,562
BOOKS AND PERIODICALS	$7,922,555	$7,800,959	$59,877	$61,719
PUBLIC RELATIONS	$3,537,799	$1,650,230	$1,718,802	$168,767
PROPERTY COSTS	$2,148,778	$1,998,608	$112,297	$37,873

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$622,793,880	TotalAmt
Program Services	$560,307,886	ProgramServicesAmt
Management And General	$44,484,632	ManagementAndGeneralAmt
Fundraising	$18,001,362	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$15,472,814	BOYAmt
EOY	$57,268,599	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$354,380,065	BOYAmt
EOY	$239,373,008	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$113,732,016	BOYAmt
EOY	$129,421,983	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$128,527,193	BOYAmt
EOY	$130,344,690	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$7,944,416	BOYAmt
EOY	$7,563,490	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$433,907	BOYAmt
EOY	$442,838	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,740,022	BOYAmt
EOY	$14,953,113	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,221,013,730	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$363,840,089	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$742,851,738	BOYAmt
EOY	$857,173,641	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$447,901,891	BOYAmt
EOY	$324,896,291	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$669,993,752	BOYAmt
EOY	$809,689,117	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,546,564	BOYAmt
EOY	$4,632,244	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,494,524,378	BOYAmt
EOY	$2,575,759,014	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$140,217,526	BOYAmt
EOY	$149,349,223	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$25,336,816	BOYAmt
EOY	$34,113,884	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$519,531,000	BOYAmt
EOY	$484,394,000	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$352,000	BOYAmt
EOY	$305,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$94,242,973	BOYAmt
EOY	$94,024,689	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$779,680,315	BOYAmt
EOY	$762,186,796	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$538,247,063	BOYAmt
EOY	$596,391,218	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$612,235,000	BOYAmt
EOY	$610,374,000	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$564,362,000	BOYAmt
EOY	$606,807,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,714,844,063	BOYAmt
EOY	$1,813,572,218	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,494,524,378	BOYAmt
EOY	$2,575,759,014	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$91,395,367	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$7,332,788	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	$54,344,662	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$63,635,513	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$97,650,318	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$109,488,300	CurrentTaxYearMinus1YearAmt
Current Tax Year	$111,212,720	CurrentTaxYearAmt
Total	$436,331,513	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$54,344,662	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$63,635,513	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$97,650,318	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$109,488,300	CurrentTaxYearMinus1YearAmt
Current Tax Year	$111,212,720	CurrentTaxYearAmt
Total	$436,331,513	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$22,218,279	SubstantialContributorsTotAmt
Public Support Total170	$414,113,234	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$20,573,088	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,339,620	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$29,796,753	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$34,707,951	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,870,355	CurrentTaxYearAmt
Total	$157,287,767	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$4,319,245	CurrentTaxYearMinus2YearsAmt
Total	$4,319,245	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$597,938,525	TotalSupportAmt
Public Support CY170	0.69260	PublicSupportCY170Pct
Public Support PY170	0.63560	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	$205,595	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$205,595	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$622,588,285	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$622,793,880	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	$243,796	CurrentYearMinus3Amt
Current Year Minus2	$246,570	CurrentYearMinus2Amt
Current Year Minus1	$212,587	CurrentYearMinus1Amt
Current Year	$205,595	CurrentYearAmt
Total	$908,548	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	$1,559,212	FundsAndOtherAccountsGrantsAmt
Funds And Other Accounts Vl EOY	$34,299,448	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$1,256,283	RevenuesIncludedAmt
Assets Included	$49,600,676	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	$1,268,078,648	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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,069,398,696	BeginningYearBalanceAmt
Contributions	$16,869,666	ContributionsAmt
Investment Earnings Or Losses	$180,581,957	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$13,378,718	GrantsOrScholarshipsAmt
Other Expenditures	$42,903,543	OtherExpendituresAmt
Administrative Expenses	$19,858,567	AdministrativeExpensesAmt
End Year Balance	$1,190,709,491	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,032,262,197	BeginningYearBalanceAmt
Contributions	$26,874,362	ContributionsAmt
Investment Earnings Or Losses	$74,857,407	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$13,375,323	GrantsOrScholarshipsAmt
Other Expenditures	$44,100,799	OtherExpendituresAmt
Administrative Expenses	$7,119,148	AdministrativeExpensesAmt
End Year Balance	$1,069,398,696	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.06510	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.49770	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.43720	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	$108,177,614	OtherCostOrOtherBasisAmt
Book Value	$108,177,614	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$895,187,789	OtherCostOrOtherBasisAmt
Depreciation	$269,688,936	DepreciationAmt
Book Value	$625,498,853	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$142,293,144	OtherCostOrOtherBasisAmt
Depreciation	$65,097,364	DepreciationAmt
Book Value	$77,195,780	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$75,355,183	OtherCostOrOtherBasisAmt
Depreciation	$29,053,789	DepreciationAmt
Book Value	$46,301,394	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$857,173,641	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (11 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY FUNDS WITHOUT DAILY LIQUIDITY	$272,363,927	C
DIVERSIFYING STRATEGIES FUNDS	$209,708,653	C
PRIVATE EQUITY FUNDS	$178,348,209	C
PARTNERSHIP INVESTMENTS - REAL EST	$59,320,126	C
VENTURE CAPITAL	$47,099,432	C
FUNDS HELD IN TRUST BY OTHERS	$21,720,683	F
PARTNERSHIP INVESTMENTS - TIMBER	$10,855,671	C
EQUITY METHOD INVESTMENTS	$9,762,064	F
FIXED INCOME FUNDS WITHOUT DAILY LIQ	$510,159	C
MINERAL RIGHTS	$185	C
OTHER INVESTMENTS	$8	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$809,689,117	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
TAXABLE BONDS PAYABLE	$89,825,000
US GOVERNMENT STUDENT LOAN ADVANCES	$2,929,000
DEPOSITS	$1,270,689

Field	Value	IRS element (for citing)
Total Liability	$94,024,689	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	INTENDED USES OF ENDOWMENT FUNDS INCLUDE EDUCATION PROGRAM SUPPORT, CHAIRS AND FACULTY SUPPORT, SCHOLARSHIPS AND OTHER STUDENT AID, LIBRARY AND BOOKS AND 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 POSITIONS. 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 YEAR ENDED MAY 31, 2014 AND 2013.
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 2014 ARE REPORTED FOR FINANCIAL STATEMENT PURPOSES, EXCEPT IF THOSE WITH LOSSES ARE DETERMINED TO BE PERMANENT IMPAIRMENTS. AS OF MAY 31, 2014, THE UNIVERSITY HAS APPROXIMATELY 320.83 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. DURING THE FISCAL YEAR 2014, THE VETERANS ADMINISTRATION POSTED, WITHOUT PRIOR NOTIFICATION, A NOTICE OF DEBARMENT AND SUSPENSION OF PAYMENTS TO THE UNIVERSITY, IN RELATION TO THE LATE REPAYMENT OF EXCESS FUNDS RECEIVED FROM THE ADMINISTRATION FOR ELIGIBLE VETERANS ENROLLED AT THE UNIVERSITY. THE PAYMENTS TO THE ADMINISTRATION WERE IMMEDIATELY PROCESSED BY THE UNIVERSITY AND THE DEBARMENT AND SUSPENSION ACTION WAS PROMPTLY REMOVED.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (59 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	EmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	ALUMNI REL/RECRUIT	$6,103
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICES	CONFERENCE	$9,179
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICES	STUDY ABROAD	$101,494
CENTRAL AMERICA AND THE CARRIBEAN	INVESTMENTS		$245,699,997
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICES	RESEARCH/CONFERENCE	$40,580
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RESEARCH/CONFERENCE	$124,508
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RECRUITING	$28,495
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	CONFERENCE	$49,200
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STUDY ABROAD	$1,026,974
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RESEARCH	$4,714
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	ALUMNI REL/RECRUIT	$21,068
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RECRUITING/LECTURE	$2,397
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	LECTURES	$8,428
EUROPE	PROGRAM SERVICES	RESEARCH/CONFERENCE	$307,311	3
EUROPE	PROGRAM SERVICES	ART SCOUTING	$14,765
EUROPE	PROGRAM SERVICES	CONFERENCE/RECRUIT	$3,598
EUROPE	PROGRAM SERVICES	CURATORIAL FEE	$13,334
EUROPE	PROGRAM SERVICES	STUDY ABROAD	$3,471,832	5
EUROPE	PROGRAM SERVICES	RECRUITING	$4,044
EUROPE	PROGRAM SERVICES	PREPARE EXHIBITION	$20,711
EUROPE	PROGRAM SERVICES	CONFERENCE	$103,062
EUROPE	INVESTMENTS		$63,565,174
EUROPE	PROGRAM SERVICES	MEMBER TOUR	$56,683
EUROPE	PROGRAM SERVICES	RESEARCH	$86,739
EUROPE	PROGRAM SERVICES	ALUMNI RELATIONS	$3,528
EUROPE	PROGRAM SERVICES	ALUMNI REL/RECRUIT	$3,068
EUROPE	PROGRAM SERVICES	LECTURES/MEETINGS	$37,404
EUROPE	PROGRAM SERVICES	FACULTY DEVELOPMENT	$4,688
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	CONFERENCE	$6,964
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RECRUITING	$341
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	STUDY ABROAD	$122,213
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RESEARCH	$10,590
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RESEARCH/CONFERENCE	$18,151
NORTH AMERICA	PROGRAM SERVICES	CONFERENCE	$21,479
NORTH AMERICA	PROGRAM SERVICES	ALUMNI REL/RECRUIT	$5,086
NORTH AMERICA	PROGRAM SERVICES	RESEARCH/CONFERENCE	$46,535
NORTH AMERICA	PROGRAM SERVICES	RESEARCH	$1,674
NORTH AMERICA	PROGRAM SERVICES	LECTURES	$5,673
NORTH AMERICA	PROGRAM SERVICES	FACULTY DEVELOPMENT	$6,920
NORTH AMERICA	INVESTMENTS		$2,938,265
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICES	CONFERENCE	$2,647
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICES	RESEARCH/CONFERENCE	$24,106
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICES	STUDY ABROAD	$26,107
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICES	RESEARCH/PRESENT	$5,096
SOUTH AMERICA	PROGRAM SERVICES	CONFERENCE	$10,779
SOUTH AMERICA	PROGRAM SERVICES	LECTURES	$3,379
SOUTH AMERICA	PROGRAM SERVICES	RESEARCH/CONFERENCE	$8,101
SOUTH AMERICA	PROGRAM SERVICES	STUDY ABROAD	$83,910
SOUTH AMERICA	PROGRAM SERVICES	RESEARCH	$3,921
SOUTH AMERICA	PROGRAM SERVICES	RECRUITING	$6,466
SOUTH ASIA	PROGRAM SERVICES	RESEARCH/CONFERENCE	$19,630
SOUTH ASIA	PROGRAM SERVICES	RECRUITING	$6,483
SOUTH ASIA	PROGRAM SERVICES	CONFERENCE	$8,446
SOUTH ASIA	PROGRAM SERVICES	RESEARCH	$8,014
SUB-SAHARAN AFRICA	PROGRAM SERVICES	CONFERENCE	$4,500
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RESEARCH/CONFERENCE	$19,598
SUB-SAHARAN AFRICA	PROGRAM SERVICES	STUDY ABROAD	$118,511
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RESEARCH	$19,676
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RECRUITING	$4,500

Field	Value	IRS element (for citing)
Subtotal Employees	3	SubtotalEmployeesCnt
Continutation Total Employee	5	ContinutationTotalEmployeeCnt
Total Employee	8	TotalEmployeeCnt
Subtotal Spent	$247,462,145	SubtotalSpentAmt
Continuation Spent	$70,924,694	ContinuationSpentAmt
Total Spent	$318,386,839	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 6,103 0 CENTRAL AMERICA AND THE CARRIBEAN 9,179 0 CENTRAL AMERICA AND THE CARRIBEAN 101,494 0 CENTRAL AMERICA AND THE CARRIBEAN 0 245,699,997 CENTRAL AMERICA AND THE CARRIBEAN 40,580 0 EAST ASIA AND THE PACIFIC 124,508 0 EAST ASIA AND THE PACIFIC 28,495 0 EAST ASIA AND THE PACIFIC 49,200 0 EAST ASIA AND THE PACIFIC 1,026,974 0 EAST ASIA AND THE PACIFIC 4,714 0 EAST ASIA AND THE PACIFIC 21,068 0 EAST ASIA AND THE PACIFIC 2,397 0 EAST ASIA AND THE PACIFIC 8,428 0 EUROPE 307,311 0 EUROPE 14,765 0 EUROPE 3,598 0 EUROPE 13,334 0 EUROPE 3,471,832 0 EUROPE 4,044 0 EUROPE 20,711 0 EUROPE 103,062 0 EUROPE 0 63,565,174 EUROPE 56,683 0 EUROPE 86,739 0 EUROPE 3,528 0 EUROPE 3,068 0 EUROPE 37,404 0 EUROPE 4,688 0 MIDDLE EAST AND NORTH AFRICA 6,964 0 MIDDLE EAST AND NORTH AFRICA 341 0 MIDDLE EAST AND NORTH AFRICA 122,213 0 MIDDLE EAST AND NORTH AFRICA 10,590 0 MIDDLE EAST AND NORTH AFRICA 18,151 0 NORTH AMERICA 21,479 0 NORTH AMERICA 5,086 0 NORTH AMERICA 46,535 0 NORTH AMERICA 1,674 0 NORTH AMERICA 5,673 0 NORTH AMERICA 6,920 0 NORTH AMERICA 0 2,938,265 RUSSIA AND THE NEWLY INDEPENDENT STATES 2,647 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 24,106 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 26,107 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 5,096 0 SOUTH AMERICA 10,779 0 SOUTH AMERICA 3,379 0 SOUTH AMERICA 8,101 0 SOUTH AMERICA 83,910 0 SOUTH AMERICA 3,921 0 SOUTH AMERICA 6,466 0 SOUTH ASIA 19,630 0 SOUTH ASIA 6,483 0 SOUTH ASIA 8,446 0 SOUTH ASIA 8,014 0 SUB-SAHARAN AFRICA 4,500 0 SUB-SAHARAN AFRICA 19,598 0 SUB-SAHARAN AFRICA 118,511 0 SUB-SAHARAN AFRICA 19,676 0 SUB-SAHARAN AFRICA 4,500 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/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	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	$495,371	$360,171	$135,200
MARTS LUNDY INC
1200 WALL STREET WEST	LYNDHURST	NJ	07071	CONSULTING	false		$37,444	-$37,444

Field	Value	IRS element (for citing)
Total Gross Receipts	$495,371	TotalGrossReceiptsAmt
Total Retained By Contractors	$397,615	TotalRetainedByContractorsAmt
Total Net To Organization	$97,756	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WV	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Name Of Event1	TATE LECTURE SE	NameOfEvent1Amt
Gross Receipts Event1	$1,774,166	GrossReceiptsEvent1Amt
Charitable Contri Event1	$688,549	CharitableContriEvent1Amt
Gross Revenue Event1	$1,085,617	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$131,213	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$82,157	FoodAndBeverageEvent1Amt
Entertainment Event1	$692,065	EntertainmentEvent1Amt
Other Direct Expenses Event1	$494,412	OtherDirectExpensesEvent1Amt
Name Of Event2	ATHLETIC FORUM	NameOfEvent2Amt
Gross Receipts Event2	$764,986	GrossReceiptsEvent2Amt
Charitable Contri Event2	$343,860	CharitableContriEvent2Amt
Gross Revenue Event2	$421,126	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$2,754	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$297,199	FoodAndBeverageEvent2Amt
Entertainment Event2	$407,335	EntertainmentEvent2Amt
Other Direct Expenses Event2	$25,880	OtherDirectExpensesEvent2Amt
Other Events Total	11	OtherEventsTotalCnt
Gross Receipts Other Events	$974,965	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$647,648	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$327,317	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$3,000	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$24,312	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$80,577	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$175,193	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$142,356	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$221,927	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$3,514,117	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,680,057	CharitableContributionsTotAmt
Gross Revenue Total Events	$1,834,060	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$3,000	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$24,312	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$214,544	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$554,549	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$1,241,756	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$742,219	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$2,780,380	DirectExpenseSummaryEventsAmt
Net Income Summary	-$946,320	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART IV	FormAndLineReferenceDesc
Explanation	DURING FISCAL YEAR 2014, MARTS & LUNDY INC. PROVIDED CONSULTING SERVICES AND ASSISTANCE WITH CAMPAIGN ORGANIZATIONAL STRUCTURE AND STRATEGY, IN RELATION TO THE SMU UNBRIDLED: THE SECOND CENTURY CAMPAIGN. DURING FISCAL YEAR 2014, RUFFALOCODY LLC PROVIDED TELEMARKETING SERVICES.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ST PHILIP'S SCHOOL & COMMUNITY CTR
1600 PENNSYLVANIA AVE	DALLAS	TX	75215	751097360	501C3	$6,500	EVENT SPONSORSHIP
THE NATIONAL FOOTBALL FOUNDATION
433 EAST LAS COLLINAS BLVD STE 1130	IRVING	TX	75039	221508812	501C3	$8,000	SPONSORHIP, MEMBER
COMMUNITIES FOUNDATION OF TEXAS
5500 CARUTH HAVEN LN	DALLAS	TX	75225	750964565	501C3	$25,000	COMMUNITY SUPPORT
US CONFERENCE OF MAYORS
PO BOX 655237	DALLAS	TX	752655237	463073520	501C6	$25,000	CONF SPONSORSHIP

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	6980	$5,278,815	$145,528,188	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 ON FILE AT THE UNIVERSITY IN THE 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 (17 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	$654,636	$250,000	$57,203	$258,016	$128,067	$1,347,922
SANTANU ROY
PROFESSOR/TRUSTEE	$156,594		$515	$15,750	$31,236	$204,095
MICHAEL A CONDON
UNIVERSITY TREASURER	$381,958	$188,953	$21,077	$25,500	$20,712	$638,200
BRAD E CHEVES
VP DEVELOPMENT AND E	$350,458	$75,000	$29,286	$25,500	$19,712	$499,956
PAUL W LUDDEN
PROVOST/VP ACADEMIC	$420,130		$18,698	$25,500	$15,037	$479,365
CHRISTINE REGIS
VP BUSINESS AND FINA	$334,581	$25,000	$19,105	$25,500	$18,922	$423,108
PAUL WARD
VP LEGAL AFFAIRS AND	$327,291	$25,000	$17,498	$50,500	$15,627	$435,916
THOMAS E BARRY
VP EXECUTIVE AFFAIRS	$269,125	$25,000	$16,944	$25,500	$16,127	$352,696
LORI S WHITE
VP STUDENT AFFAIRS	$276,081		$16,098	$25,500	$16,337	$334,016
ALBERT NIEMI JR
DEAN	$567,785	$6,798	$13,414	$25,500	$19,863	$633,360
WILLIAM TSUTSUI
DEAN	$257,166		$8,842	$25,500	$10,104	$301,612
LARRY BROWN
BASKETBALL COACH	$2,192,620	$7,500	$9,474	$507,030	$25,710	$2,742,334
JUNE JONES
FOOTBALL COACH	$1,906,462	$32,500	$20,224	$25,500	$18,253	$2,002,939
TIMOTHY JANKOVICH
BASKETBALL COACH	$544,500		$3,187	$25,500	$23,830	$597,017
WILLIAM DILLON
SR ASSOC DEAN BUSINE	$485,102	$34,051	$4,963	$25,500	$23,865	$573,481
MIGUEL QUINONES
PROFESSOR	$499,731		$486	$21,275	$24,793	$546,285
PETER MOORE
FORMER INTERIM DEAN	$187,274		$550	$16,575	$24,930	$229,329

Supplemental Information Detail SupplementalInformationDetail (2 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 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. EMPLOYEES WHO RECEIVED GROSS-UP PAYMENTS FOR PAYROLL TAXES WHICH WERE REPORTED AS TAXABLE COMPENSATION WERE WILLIAM DILLON AND 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, LORI WHITE, CHRIS REGIS, 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 UNVERSITY 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

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	Capital ExpendituresCapitalExpendituresAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	UnspentUnspentAmt
A	$9,715,000	$114,937,923	$2,230,707	$922,858	$384,931	$113,630,132	false	Yes (true)	Yes (true)	Yes (true)
B	$9,790,000	$162,036,208		$1,236,365		$94,638,583	Yes (true)	false	Yes (true)	Yes (true)	$66,161,260
C		$125,317,215		$1,091,820			false	false	Yes (true)	Yes (true)	$124,225,377	$18
D		$107,222,240		$817,216			false	false	false	Yes (true)	$13,090,874		$93,314,150

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)	0.00690	0.00690	false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	false		0.00020	0.00020	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	Yes (true)	false	false	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	false

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.
SCHEDULE K - DATE REBATE COMPUTATION PERFORMED	2007 SOUTHWEST HIGHER EDUCATION 02/14/12
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, COLUMN B,C,& D TOTAL PROCEEDS INCLUDE INVESTMENT PROCEEDS. PART II, LINE 6, COLUMN A REDEEMED THE 2002 BOND WITH ESCROW PROCEEDS 45,175,000 AND SMU CASH 2,200,000 ON 10/1/2012. REDEEMED THE 1999A BOND WITH PROCEEDS 43,645,000 ON 10/1/2009. PART II, LINE 11, COLUMN A & B INCLUDED THE REFUNDING AS OTHER UNSPENT PROCEEDS IN THIS YEAR GOING FORWARD. 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, COLUMN A,B,C,& D THE UNIVERSITY HAS MAINTAINED ADEQUATE BOOKS 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, COLUMN A & B DATE REBATE COMPUTATION PERFORMED 2007 SOUTHWEST HIGHER EDUCATION 2/14/2012 PART IV, LINE 5, COLUMN A,B, & C 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, COLUMN C & D THE UNIVERSITY REASONABLY EXPECTS TO MEET THE SPENDING REQUIREMENTS WITHIN THE REQUIRED TIMEFRAME.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Cash Grant	$34,500	CashGrantAmt
Type Of Assistance	MERIT SCHOLAR	TypeOfAssistanceTxt
Assistance Purpose	EDUCATION	AssistancePurposeTxt

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 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	12	ContributionCnt
Noncash Contributions Rpt F990	$289,029	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	$967,254	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	190	ContributionCnt
Noncash Contributions Rpt F990	$7,094,863	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$858	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	4	ContributionCnt
Noncash Contributions Rpt F990	$180,259	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1	NoncashContributionsRptF990Amt
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	$2,281	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	13	$126,028	MARKET OR APPRAISAL
Yes (X)	EVENT TICKETS	794	$98,058	MARKET OR APPRAISAL
Yes (X)	EVENT EXPENSE	42	$30,198	MARKET OR APPRAISAL
Yes (X)	OTHER	12	$704,784	SEE PART II

Field	Value	IRS element (for citing)
Form8283 Received	23	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 17, COL (D), REAL ESTATE - OTHER: CONSISTENT WITH UNIVERSITY'S PRACTICE FOR VALUATION OF MINERAL INTERESTS FOR FINANCIAL STATEMENT PRESENTATION. PART 1, LINE 28, OTHER - DETAIL COL (B) COL (C) PART 1, LINE 28, OTHER: LIVESTOCK 5 470,000 PART 1, LINE 28, OTHER: PAVERS 2 128,788 PART 1, LINE 28, OTHER: TRAVEL EXPENSE 4 100,996 PART 1, LINE 28, OTHER: MUSICAL INSTRUMENTS 1 5,000 ====== == ======== TOTAL PART 1 LINE 28 12 704,784 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 GEORGE UTKOV 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	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	MINNESOTA, 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 (12 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	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
PONY PROPERTIES INC
PO BOX 750261	DALLAS	TX	752750261	200884887	SUPPORTING	TX	509A3	11A	SMU	false
SOUTHERN METHODIST UNIVERSITY FOUND
PO BOX 750261	DALLAS	TX	752750261	200588905	SUPPORTING	TX	509A3	11A	SMU	false
THE STADIUM CLUB INC
PO BOX 750261	DALLAS	TX	752750261	752883207	SOCIAL CLB	TX	501C7		NA	false
SMU CORP
PO BOX 750261	DALLAS	TX	752750261	264739435	SUPPORTING	TX	501C3	11A	SMU	false
CONFERENCE USA
5201 NORTH OCONNOR BLVD SUITE 300	IRVING	TX	752750261	364021594	SUPPORTING	TX	501C3	11C	NA	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	PENDIN		SMU	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	TRUST 12	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	75275	ZIPCode

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	BusinessNameLine1

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	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	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 (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
THE STADIUM CLUB INC
N	$1,000	COST
ALL OTHER TRANSACTIONS MARKED YES

ABOVE ARE WITH 501(C)(3)

ORGANIZATIONS

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R	FormAndLineReferenceDesc
Explanation	PART V, LINE 2: FOR THE FISCAL YEAR ENDING MAY 31, 2014, RENT FROM THE STADIUM CLUB, INC. TO SMU WAS 1,000. THIS AMOUNT WAS DETERMINED IN ORDER TO ALLOW A SIGNIFICANT PORTION OF THE REVENUE FROM THE CLUB TO BE REINVESTED IN IT RATHER THAN INCREASING ANNUAL LEASE PAYMENTS TO SMU.	ExplanationTxt