SOUTHERN METHODIST UNIVERSITY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN METHODIST UNIVERSITY (EIN 75-0800689)
Tax period: 2011-06-01 to 2012-05-31
Filed: 2013-04-11
IRS object ID: 201301019349300480
Schema version: 2011v1.5
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)
Timestamp	2013-04-11T17:06:52-05:00	Timestamp
Tax Period End Date	2012-05-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2011-06-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	750800689	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHERN METHODIST UNIVERSITY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SOUT	NameControl
Phone	2147682800	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	CHRISTINE REGIS	Name
Title	VP FOR BUSINESS AND FINANCE	Title
Phone	2147682800	Phone
Date Signed	2013-04-10	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Date Prepared	2013-04-11	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	R GERALD TURNER	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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	969526230	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.SMU.EDU	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1911	YearFormation
State Legal Domicile	TX	StateLegalDomicile
Activity Or Mission Description	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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	42	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	40	NbrIndependentVotingMembers
Total Nbr Employees	6445	TotalNbrEmployees
Total Nbr Volunteers	1417	TotalNbrVolunteers
Total Gross UBI	4361384	TotalGrossUBI
Contributions Grants Prior Year	63635513	ContributionsGrantsPriorYear
Contributions Grants Current Year	97650318	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	443200570	ProgramServiceRevenuePriorYear
Program Service Revenue CY	461376234	ProgramServiceRevenueCY
Investment Income Prior Year	91018108	InvestmentIncomePriorYear
Investment Income Current Year	68178322	InvestmentIncomeCurrentYear
Other Revenue Prior Year	4701824	OtherRevenuePriorYear
Other Revenue Current Year	4809015	OtherRevenueCurrentYear
Total Revenue Prior Year	602556015	TotalRevenuePriorYear
Total Revenue Current Year	632013889	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	127369115	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	133107892	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	252889490	SalariesEtcPriorYear
Salaries Etc Current Year	268074911	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	12600	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	20166209	TotalFundrsngExpCurrentYear
Other Expense Prior Year	164182655	OtherExpensePriorYear
Other Expenses Current Year	172569712	OtherExpensesCurrentYear
Total Expenses Prior Year	544441260	TotalExpensesPriorYear
Total Expenses Current Year	573765115	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	58114755	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	58248774	RevenuesLessExpensesCY
Total Assets BOY	2181496297	TotalAssetsBOY
Total Assets EOY	2218766463	TotalAssetsEOY
Total Liabilities BOY	612434952	TotalLiabilitiesBOY
Total Liabilities EOY	618920450	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1569061345	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1599846013	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	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.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	372641143	Expense
Grants	118777787	Grants
Revenue	375568304	Revenue
Description	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 2011 WAS 10,982 AND SPRING SEMESTER 2012 WAS 10,537.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	88945694	Expense
Grants	14330105	Grants
Revenue	46732191	Revenue
Description	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.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	36453985	Expense
Revenue	28411403	Revenue
Description	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.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	15576127	Expense
Revenue	10664336	Revenue
Description	ORGANIZED ACTIVITIES: ORGANIZED ACTIVITIES MAKE AVAILABLE TO THE PUBLIC VARIOUS RESOURCES THAT EXIST WITHIN THE UNIVERSITY SUCH AS SEMINARS, CONFERENCES AND CAMPS.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	15576127	TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev	10664336	TotalOfOtherProgramServiceRev
Total Program Service Expense	513616949	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	true	School
Foreign Office	true	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	true	InvestTaxExemptBonds
Escrow Account	true	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	true	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	true	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Info In Schedule O Part V	X	InfoInScheduleOPartV
Number Forms Transmitted With1096	1576	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	6445	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	true	ForeignFinancialAccount
Name Of Foreign Country	UK	NameOfForeignCountry
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	42	NbrVotingGoverningBodyMembers
Number Independent Voting Members	40	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	CONTROLLER'S OFFICE	NamePerson
Telephone Number	2147682800	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	6116 N CENTRAL EXPRESSWAY STE 202	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	752750261	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (59 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
R GERALD TURNER
PRESIDENT/TR	37.50	X	X	641249	0	340845
JOSE LAGE
PROFESSOR/TR	37.50	X		137913	0	35368
RUTH S ALTSHULER
TRUSTEE	1.00	X		0	0	0
EARL BLEDSOE
TRUSTEE	1.00	X		0	0	0
MICHAEL M BOONE
TRUSTEE	1.00	X		0	0	0
BRADLEY BROOKSHIRE
TRUSTEE	1.00	X		0	0	0
LAURA WELCH BUSH
TRUSTEE	1.00	X		0	0	0
KIRBYJON H CALDWELL
TRUSTEE	1.00	X		0	0	0
DONALD J CARTY
TRUSTEE	1.00	X		0	0	0
KELLY H COMPTON
TRUSTEE	1.00	X		0	0	0
MARK CRAIG
TRUSTEE	1.00	X		0	0	0
GARY T CRUM
TRUSTEE	1.00	X		0	0	0
LINDA CUSTARD
TRUSTEE	1.00	X		0	0	0
ROBERT H DEDMAN JR
TRUSTEE	1.00	X		0	0	0
JAMES E DORFF
TRUSTEE	1.00	X		0	0	0
FRANK M DUNLEVY
TRUSTEE	1.00	X		0	0	0
JUAN ELEK
TRUSTEE	1.00	X		0	0	0
ALAN FELD
TRUSTEE	1.00	X		0	0	0
GERALD J FORD
TRUSTEE	1.00	X		0	0	0
ANTONIO O GARZA JR
TRUSTEE	1.00	X		0	0	0
JAMES R GIBBS
TRUSTEE	1.00	X		0	0	0
FREDERICK B HEGI JR
TRUSTEE	1.00	X		0	0	0
CLARK K HUNT
TRUSTEE	1.00	X		0	0	0
RAY L HUNT
TRUSTEE	1.00	X		0	0	0
MRS GENE C JONES
TRUSTEE	1.00	X		0	0	0
SCOTT JONES
TRUSTEE	1.00	X		0	0	0
FREDRICK LEACH
TRUSTEE	1.00	X		0	0	0
PAUL B LOYD JR
TRUSTEE	1.00	X		0	0	0
BOBBY B LYLE
TRUSTEE	1.00	X		0	0	0
ADRIANA MARTINEZ
TRUSTEE	1.00	X		0	0	0
DAVID B MILLER
TRUSTEE	1.00	X		0	0	0
SHERON PATTERSON
TRUSTEE	1.00	X		0	0	0
SARAH PEROT
TRUSTEE	1.00	X		0	0	0
JEANNE L PHILLIPS
TRUSTEE	1.00	X		0	0	0
CAREN H PROTHRO
TRUSTEE	1.00	X		0	0	0
CARL SEWELL
TRUSTEE	1.00	X		0	0	0
HELMUT SOHMEN
TRUSTEE	1.00	X		0	0	0
RICHARD K TEMPLETON
TRUSTEE	1.00	X		0	0	0
JOHN C TOLLESON
TRUSTEE	1.00	X		0	0	0
WILLIAM VANDERSTRAATEN
TRUSTEE	1.00	X		0	0	0
ROYCE E WILSON SR
TRUSTEE	1.00	X		0	0	0
RICHARD J WOOD
TRUSTEE	1.00	X		0	0	0
MICHAEL A CONDON
UNIVERSITY T	37.50		X	416967	0	82070
PAUL W LUDDEN
PROVOST/VP A	37.50		X	400122	0	37468
BRAD E CHEVES
VP DEVELOPME	37.50		X	382921	0	38460
PAUL WARD
VP LEGAL AFF	37.50		X	325498	0	61657
CHRISTINE REGIS
VP BUSINESS	37.50		X	320835	0	34716
THOMAS E BARRY
VP EXECUTIVE	37.50		X	268767	0	39657
LORI S WHITE
VP STUDENT A	37.50		X	233462	0	33043
MARY ANNE ROGERS
SECRETARY	37.50		X	86175	0	27302
ALBERT NIEMI JR
DEAN	37.50			509933	0	43862	X
WILLIAM TSUTSUI
DEAN	37.50			249931	0	33617	X
JUNE JONES
FOOTBALL COA	37.50			1871772	0	39739		X
MATTHEW DOHERTY
BASKETBALL C	37.50			586495	0	48297		X
STEVEN ORSINI
DIRECTOR OF	37.50			505534	0	46877		X
MIGUEL QUINONES
PROFESSOR	37.50			467202	0	40633		X
WILLIAM DILLON
ASSOC DEAN O	37.50			435534	0	48452		X
THOMAS TUNKS
FORMER INTER	37.50			194054	0	27456			X
PETER MOORE
INTERIM DEAN	37.50			177094	0	107204			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	8211458	TotalReportableCompFromOrg
Total Other Compensation	1166723	TotalOtherCompensation
Number Individuals GT100 K	439	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
HC BECK
1807 ROSS AVENUE STE 500	DALLAS	TX	75201	CONSTRUCTION	6703587
KSQ ARCHITECTS PC
1425 W PIONEER PKWY STE 270	IRVING	TX	75061	ARCHITECT	4542957
ROGERS O'BRIEN CONSTRUCTION COMPANY
1901 REGAL ROW	DALLAS	TX	75235	CONSTRUCTION	4530497
THE RICHARDS GROUP
8750 N CENTRAL EXPRESSWAY STE 1200	DALLAS	TX	75231	ADVERTISING	2700543
PACIFIC BUILDERS INC
14285 MIDWAY ROAD STE 180	ADDISON	TX	75001	CONSTRUCTION	2284523

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	105	NumberOfContractorsGT100K
Fundraising Events	1446659	FundraisingEvents
Government Grants	57202	GovernmentGrants
All Other Contributions	96146457	AllOtherContributions
Noncash Contributions	5882313	NoncashContributions
Total Contributions	97650318	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
TUITION AND FEES	611310	362408763	362408763
AUXILIARY ACTIVITIES	611310	45255338	33269039	$11,986,299
SPONSORED RESEARCH	611310	28242370	28242370
OTHER STUDENT FEES	611310	12002137	12002137
ORGANIZED ACTIVITIES	611310	8458417	8458417

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	5009209	TotalRevenueColumn
Related Or Exempt Function Income	4986545	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	22664	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Program Service Revenue	461376234	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	21219172	TotalRevenueColumn
Unrelated Business Revenue	460763	UnrelatedBusinessRevenue
Exclusion	$20,758,409	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	3414356	TotalRevenueColumn
Exclusion	$3,414,356	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	5605956	TotalRevenueColumn
Exclusion	$5,605,956	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	118338	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	100306	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	18032	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	18032	TotalRevenueColumn
Exclusion	$18,032	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	363330279	Securities
Other	15041583	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	323689811	Securities
Other	11137257	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	39640468	Securities
Other	3904326	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	43544794	TotalRevenueColumn
Unrelated Business Revenue	3877957	UnrelatedBusinessRevenue
Exclusion	$39,666,837	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	1769994	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	1446659	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	2584967	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-814973	TotalRevenueColumn

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	632013889	TotalRevenueColumn
Related Or Exempt Function Income	449367271	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	4361384	UnrelatedBusinessRevenue
Exclusion	$81,449,889	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	133107892	Total
Program Services	133107892	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	4643288	Total
Program Services	1097767	ProgramServices
Management And General	3109426	ManagementAndGeneral
Fundraising	436095	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	211064	Total
Program Services	211064	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	200709332	Total
Program Services	177266840	ProgramServices
Management And General	14162097	ManagementAndGeneral
Fundraising	9280395	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	14220258	Total
Program Services	12631512	ProgramServices
Management And General	995453	ManagementAndGeneral
Fundraising	593293	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	35704766	Total
Program Services	31715682	ProgramServices
Management And General	2499421	ManagementAndGeneral
Fundraising	1489663	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	12586203	Total
Program Services	11180020	ProgramServices
Management And General	881065	ManagementAndGeneral
Fundraising	525118	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1320389	Total
Program Services	375355	ProgramServices
Management And General	945034	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	310179	Total
Program Services	11704	ProgramServices
Management And General	298475	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	246570	Total
Management And General	246570	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	12600	Total
Fundraising	12600	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	9064725	Total
Management And General	9064725	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	26650785	Total
Program Services	22900893	ProgramServices
Management And General	762753	ManagementAndGeneral
Fundraising	2987139	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	4163917	Total
Program Services	3248272	ProgramServices
Management And General	677505	ManagementAndGeneral
Fundraising	238140	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	16985731	Total
Program Services	14304342	ProgramServices
Management And General	903918	ManagementAndGeneral
Fundraising	1777471	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	7322503	Total
Program Services	6864050	ProgramServices
Management And General	385797	ManagementAndGeneral
Fundraising	72656	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	9866	Total
Program Services	9866	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	24645483	Total
Program Services	23612426	ProgramServices
Management And General	884388	ManagementAndGeneral
Fundraising	148669	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	11678619	Total
Program Services	10898950	ProgramServices
Management And General	192190	ManagementAndGeneral
Fundraising	587479	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	5885	Total
Program Services	5885	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	918132	Total
Program Services	834006	ProgramServices
Management And General	64780	ManagementAndGeneral
Fundraising	19346	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	13306852	Total
Program Services	13306852	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	29171356	Total
Program Services	25828316	ProgramServices
Management And General	2943035	ManagementAndGeneral
Fundraising	400005	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2463982	Total
Program Services	2434874	ProgramServices
Management And General	19754	ManagementAndGeneral
Fundraising	9354	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
ALL OTHER EXPENSES	13476900	11653454	477011	1346435
BOOKS AND PERIODICALS	6818373	6816673	1700
PROPERTY COSTS	2333523	2203818	71099	58606
PUBLIC RELATIONS	1675942	1096436	395761	183745

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	573765115	Total
Program Services	513616949	ProgramServices
Management And General	39981957	ManagementAndGeneral
Fundraising	20166209	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	6098858	BOY
EOY	7355334	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	204028363	BOY
EOY	201759830	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	72659648	BOY
EOY	90785563	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	121296472	BOY
EOY	133725676	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	9854073	BOY
EOY	8825590	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	333633	BOY
EOY	419083	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	5985365	BOY
EOY	5398714	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	951395986	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	316778146	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	611682449	BOY
EOY	634617840	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	459622613	BOY
EOY	450119958	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	685333640	BOY
EOY	681675444	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	4601183	BOY
EOY	4083431	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2181496297	BOY
EOY	2218766463	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	107385164	BOY
EOY	123043360	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	23969487	BOY
EOY	23806611	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	476268000	BOY
EOY	466960000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	781000	BOY
EOY	777000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	4031301	BOY
EOY	4333479	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	612434952	BOY
EOY	618920450	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	525640345	BOY
EOY	542952013	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	534475000	BOY
EOY	520780000	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	508946000	BOY
EOY	536114000	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1569061345	BOY
EOY	1599846013	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2181496297	BOY
EOY	2218766463	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	58248774	ReconcilationRevenueExpenses
Reconcilation Other Changes	-27464106	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Form4720 Filed4955 Tax	false	Form4720Filed4955Tax
Correction Made	false	CorrectionMade
Form1120 Pol Filed	false	Form1120PolFiled

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	246570	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	246570	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	573518545	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	573765115	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	1000000	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	250000	FilingOrganizationsTotals

Field	Value	IRS element (for citing)
Form4720 Filed	false	Form4720Filed

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	1000000	CurrentYearMinus3
Current Year Minus2	1000000	CurrentYearMinus2
Current Year Minus1	1000000	CurrentYearMinus1
Current Year	1000000	CurrentYear
Total	4000000	Total

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

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	226055	CurrentYearMinus3
Current Year Minus2	247612	CurrentYearMinus2
Current Year Minus1	243796	CurrentYearMinus1
Current Year	246570	CurrentYear
Total	964033	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	250000	CurrentYearMinus3
Current Year Minus2	250000	CurrentYearMinus2
Current Year Minus1	250000	CurrentYearMinus1
Current Year	250000	CurrentYear
Total	1000000	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmount
Volunteers	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	false	OtherActivities
Not Described In501c3	false	NotDescribedIn501c3
Form4720 Filed4912 Tax	false	Form4720Filed4912Tax
Substantially All Dues Nondeduct	false	SubstantiallyAllDuesNondeduct
Only In House Lobbying	false	OnlyInHouseLobbying
Agree To Carryover Prior Year	false	AgreeToCarryoverPriorYear

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Number Funds Held	2	NumberFundsHeld
Grants Funds And Other Accounts	1612005	GrantsFundsAndOtherAccounts
Aggregate Fund Value	29624778	AggregateFundValue
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Revenues Included	1115153	RevenuesIncluded
Assets In Part X	38031664	AssetsInPartX

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms

Collection Used For Other CollectionUsedForOther

Field	Value	IRS element (for citing)
Collection Used For Other Purposes	X	CollectionUsedForOtherPurposes
Description Of Other Purposes	EDUCATIONAL PROGRAMMING	DescriptionOfOtherPurposes

Field	Value	IRS element (for citing)
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1190709490	BeginningOfYearBalance
Contributions	15898059	Contributions
Investment Earnings Or Losses	29097056	InvestmentEarningsOrLosses
Grants Or Scholarships	12806476	GrantsOrScholarships
Other Expenditures	42410350	OtherExpenditures
Administrative Expenses	18072459	AdministrativeExpenses
End Of Year Balance	1162415320	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1069398696	BeginningOfYearBalance
Contributions	16869666	Contributions
Investment Earnings Or Losses	180581957	InvestmentEarningsOrLosses
Grants Or Scholarships	13378718	GrantsOrScholarships
Other Expenditures	42903543	OtherExpenditures
Administrative Expenses	19858567	AdministrativeExpenses
End Of Year Balance	1190709491	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1032262197	BeginningOfYearBalance
Contributions	26874362	Contributions
Investment Earnings Or Losses	74857407	InvestmentEarningsOrLosses
Grants Or Scholarships	13375323	GrantsOrScholarships
Other Expenditures	44100799	OtherExpenditures
Administrative Expenses	7119148	AdministrativeExpenses
End Of Year Balance	1069398696	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1401274238	BeginningOfYearBalance
Contributions	25069217	Contributions
Investment Earnings Or Losses	-332783497	InvestmentEarningsOrLosses
Grants Or Scholarships	12844512	GrantsOrScholarships
Other Expenditures	44628154	OtherExpenditures
Administrative Expenses	3825185	AdministrativeExpenses
End Of Year Balance	1032262197	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.07440	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.43180	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.49380	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	93349720	OtherCostOrOtherBasis
Book Value	93349720	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	686078141	OtherCostOrOtherBasis
Depreciation	236590277	Depreciation
Book Value	449487864	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	121235964	OtherCostOrOtherBasis
Depreciation	57441406	Depreciation
Book Value	63794558	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	50732161	OtherCostOrOtherBasis
Depreciation	22746463	Depreciation
Book Value	27985698	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	634617840	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (11 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
PRIVATE EQUITY FUNDS	219734298	C
ABSOLUTE RETURN FUNDS	132682629	C
PARTNERSHIP INVESTMENTS - REAL EST	108692456	C
EQUITY FUNDS WITHOUT DAILY LIQUIDITY	95547644	C
EQUITY METHOD INVESTMENTS	53830717	F
VENTURE CAPITAL	39681626	C
FUNDS HELD IN TRUST BY OTHERS	18056761	F
PARTNERSHIP INVESTMENTS - TIMBER	12930362	C
FIXED INCOME FUNDS WITHOUT DAILY LIQ	518760	C
MINERAL RIGHTS	183	C
OTHER INVESTMENTS	8	C

Field	Value	IRS element (for citing)
Total Of Book Value Securities	681675444	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
US GOVERNMENT STUDENT LOAN ADVANCES	$2,826,000
DEPOSITS	$1,507,479

Field	Value	IRS element (for citing)
Total Of Amounts	4333479	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
COLLECTIONS AND RELATION TO EXEMPT PURPOSE	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.
INTENDED USES FOR ENDOWMENT FUNDS	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.
LIABILITY UNDER FIN 48 FOOTNOTE	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 YEARS ENDED MAY 31,2012 AND 2011.
SUPPLEMENTAL FINANCIAL INFORMATION	SCHEDULE D, PAGE 4, PART XIV	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 AND EQUITY METHOD INVESTMENTS 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 2012 ARE REPORTED FOR FINANCIAL STATEMENT PURPOSES, EXCEPT IF THOSE WITH LOSSES ARE DETERMINED TO BE PERMANENT IMPAIRMENTS. AS OF MAY 31, 2012, THE UNIVERSITY HAS APPROXIMATELY 188.95 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 REPORTING 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	true	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	true	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	true	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	true	MaintRacialCompositionRecords
Maint Scholarships Records	true	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	true	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	true	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	false	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	false	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	false	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	false	DiscriminateRaceScholarships
Discriminate Race Educ Policies	false	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	false	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	false	DiscriminateRaceOtherActy
Government Financial Aid Received	true	GovernmentFinancialAidReceived
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

Field	Value	IRS element (for citing)
Identifier	FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION	Identifier
Return Reference	SCHEDULE E LINE 6	ReturnReference
Explanation	THE UNIVERSITY PARTICIPATES IN THE FEDERAL PERKINS LOAN PROGRAM FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT FEDERAL WORKSTUDY PROGRAM FEDERAL PELL GRANT FEDERAL FAMILY EDUCATIONAL LOAN PROGRAMS TEXAS TUITION EQUALIZATION GRANT AND TEXAS GRANT THROUGH THE STATE OF TEXAS AND RECEIVES FEDERAL AND STATE FUNDING FOR RESEARCH GRANTS AND CONTRACTS	Explanation

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (46 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures	Number Of EmployeesNumberOfEmployees	Number Of OfficesNumberOfOffices
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	RESEARCH	1981
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	CONFERENCE	4171
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	STUDY ABROAD	98362
CENTRAL AMERICA AND THE CARRIBEAN	INVESTMENTS
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	RECRUITING	4981
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	RESEARCH/CONFERENCE	8573
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	RESEARCH/CONFERENCE	61373
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	RECRUITING	22156
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	CONFERENCE	69394
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	STUDY ABROAD	841954
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	RESEARCH	1562
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	ALUMNI RELATIONS	3416
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	FACULTY DEVELOPMENT	349
EUROPE	PROGRAM SERVICE	RESEARCH/CONFERENCE	431784	2
EUROPE	PROGRAM SERVICE	STUDY ABROAD	4432908	7	1
EUROPE	PROGRAM SERVICE	RECRUITING	10801
EUROPE	PROGRAM SERVICE	EXHIBITION	13754
EUROPE	PROGRAM SERVICE	CONFERENCE	101736
EUROPE	INVESTMENTS
EUROPE	PROGRAM SERVICE	MEMBER TOUR	3604
EUROPE	PROGRAM SERVICE	RESEARCH	52414
EUROPE	PROGRAM SERVICE	ALUMNI RELATIONS	2594
EUROPE	PROGRAM SERVICE	FACULTY DEVELOPMENT	782
EUROPE	PROGRAM SERVICE	STUDENT ACTIVITIES	4000
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	CONFERENCE	3411
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	RECRUITING	4703
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	STUDY ABROAD	122180
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	FACULTY DEVELOPMENT	531
NORTH AMERICA	PROGRAM SERVICE	CONFERENCE	18511
NORTH AMERICA	PROGRAM SERVICE	RECRUITING	3083
NORTH AMERICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	47847
NORTH AMERICA	PROGRAM SERVICE	RESEARCH	1288
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICE	RESEARCH/CONFERENCE	14554
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICE	STUDY ABROAD	30983
SOUTH AMERICA	PROGRAM SERVICE	CONFERENCE	9438
SOUTH AMERICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	24930
SOUTH AMERICA	PROGRAM SERVICE	STUDY ABROAD	86714
SOUTH AMERICA	PROGRAM SERVICE	RESEARCH	9522
SOUTH ASIA	PROGRAM SERVICE	RESEARCH/CONFERENCE	4746
SOUTH ASIA	PROGRAM SERVICE	RECRUITING	6202
SOUTH ASIA	PROGRAM SERVICE	CONFERENCE	9132
SOUTH ASIA	PROGRAM SERVICE	RESEARCH	6927
SUB-SAHARAN AFRICA	PROGRAM SERVICE	CONFERENCE	4440
SUB-SAHARAN AFRICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	46530
SUB-SAHARAN AFRICA	PROGRAM SERVICE	STUDY ABROAD	78007
SUB-SAHARAN AFRICA	PROGRAM SERVICE	RESEARCH	44351

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	1	SubtotalNumberOfOffices
Subtotal Number Of Employees	9	SubtotalNumberOfEmployees
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	9	TotalNumberOfEmployees
Subtotal Amount Spent	90690148	SubtotalAmountSpent
Cont Amount Spent	83846991	ContAmountSpent
Total Amount Spent	174537139	TotalAmountSpent

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

ExplanationExplanation	IdentifierIdentifier	Return ReferenceReturnReference
CENTRAL AMERICA AND THE CARRIBEAN 1,981 0 CENTRAL AMERICA AND THE CARRIBEAN 4,171 0 CENTRAL AMERICA AND THE CARRIBEAN 98,362 0 CENTRAL AMERICA AND THE CARRIBEAN 0 84,682,629 CENTRAL AMERICA AND THE CARRIBEAN 4,981 0 CENTRAL AMERICA AND THE CARRIBEAN 8,573 0 EAST ASIA AND THE PACIFIC 61,373 0 EAST ASIA AND THE PACIFIC 22,156 0 EAST ASIA AND THE PACIFIC 69,394 0 EAST ASIA AND THE PACIFIC 841,954 0 EAST ASIA AND THE PACIFIC 1,562 0 EAST ASIA AND THE PACIFIC 3,416 0 EAST ASIA AND THE PACIFIC 349 0 EUROPE 431,784 0 EUROPE 4,432,908 0 EUROPE 10,801 0 EUROPE 13,754 0 EUROPE 101,736 0 EUROPE 0 83,103,831 EUROPE 3,604 0 EUROPE 52,414 0 EUROPE 2,594 0 EUROPE 782 0 EUROPE 4,000 0 MIDDLE EAST AND NORTH AFRICA 3,411 0 MIDDLE EAST AND NORTH AFRICA 4,703 0 MIDDLE EAST AND NORTH AFRICA 122,180 0 MIDDLE EAST AND NORTH AFRICA 531 0 NORTH AMERICA 18,511 0 NORTH AMERICA 3,083 0 NORTH AMERICA 47,847 0 NORTH AMERICA 1,288 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 14,554 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 30,983 0 SOUTH AMERICA 9,438 0 SOUTH AMERICA 24,930 0 SOUTH AMERICA 86,714 0 SOUTH AMERICA 9,522 0 SOUTH ASIA 4,746 0 SOUTH ASIA 6,202 0 SOUTH ASIA 9,132 0 SOUTH ASIA 6,927 0 SUB-SAHARAN AFRICA 4,440 0 SUB-SAHARAN AFRICA 46,530 0 SUB-SAHARAN AFRICA 78,007 0 SUB-SAHARAN AFRICA 44,351 0
PART I, LINE 3: THE UNIVERSITY ACCOUNTS FOR ALL EXPENDITURES ON AN ACCRUAL BASIS AND MAKES ALL REIMBURSEMENTS UNDER AN ACCOUNTABLE PLAN.	ADDITIONAL INFORMATION	SCHEDULE F, PAGE 5, PART V

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Licensed States	AL	LicensedStates
Licensed States	AR	LicensedStates
Licensed States	CA	LicensedStates
Licensed States	FL	LicensedStates
Licensed States	GA	LicensedStates
Licensed States	HI	LicensedStates
Licensed States	IL	LicensedStates
Licensed States	KS	LicensedStates
Licensed States	LA	LicensedStates
Licensed States	MD	LicensedStates
Licensed States	MN	LicensedStates
Licensed States	MS	LicensedStates
Licensed States	MO	LicensedStates
Licensed States	NJ	LicensedStates
Licensed States	NM	LicensedStates
Licensed States	NC	LicensedStates
Licensed States	ND	LicensedStates
Licensed States	OH	LicensedStates
Licensed States	OK	LicensedStates
Licensed States	OR	LicensedStates
Licensed States	PA	LicensedStates
Licensed States	RI	LicensedStates
Licensed States	TN	LicensedStates
Licensed States	UT	LicensedStates
Licensed States	WV	LicensedStates
Licensed States	WI	LicensedStates
Licensed States	CT	LicensedStates
Licensed States	ME	LicensedStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	TATE LECTURE SE	NameOfEvent1
Gross Receipts Event1	1739499	GrossReceiptsEvent1
Charitable Contributions Event1	828721	CharitableContributionsEvent1
Gross Revenue Event1	910778	GrossRevenueEvent1
Rent Facility Costs Event1	116574	RentFacilityCostsEvent1
Food And Beverage Event1	91404	FoodAndBeverageEvent1
Entertainment Event1	704725	EntertainmentEvent1
Other Direct Expenses Event1	488810	OtherDirectExpensesEvent1
Name Of Event2	ATHLETIC FORUM	NameOfEvent2
Gross Receipts Event2	594092	GrossReceiptsEvent2
Charitable Contributions Event2	55350	CharitableContributionsEvent2
Gross Revenue Event2	538742	GrossRevenueEvent2
Food And Beverage Event2	246031	FoodAndBeverageEvent2
Entertainment Event2	213000	EntertainmentEvent2
Other Direct Expenses Event2	156843	OtherDirectExpensesEvent2
Total Number Of Other Events	12	TotalNumberOfOtherEvents
Gross Receipts Other Events	883062	GrossReceiptsOtherEvents
Charitable Contrib Other Events	562588	CharitableContribOtherEvents
Gross Revenue Other Events	320474	GrossRevenueOtherEvents
Cash Prizes Other Events	9637	CashPrizesOtherEvents
Non Cash Prizes Other Events	30896	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	77785	RentFacilityCostsOtherEvents
Food And Beverage Other Events	169082	FoodAndBeverageOtherEvents
Entertainment Other Events	151148	EntertainmentOtherEvents
Other Direct Expenses Other Events	129032	OtherDirectExpensesOtherEvents
Gross Receipts Total	3216653	GrossReceiptsTotal
Charitable Contributions Total	1446659	CharitableContributionsTotal
Gross Revenue Total Events	1769994	GrossRevenueTotalEvents
Cash Prizes Total Events	9637	CashPrizesTotalEvents
Non Cash Prizes Total Events	30896	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	194359	RentFacilityCostsTotalEvents
Food And Beverage Total Events	506517	FoodAndBeverageTotalEvents
Entertainment Total Events	1068873	EntertainmentTotalEvents
Other Direct Expenses Total Events	774685	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	2584967	DirectExpenseSummaryEvents
Net Income Summary	-814973	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance
STUDENT TUITION GRANTS	6709	4536721	128571171	BOOK	TUITION, FEES,
AND SCHOLARSHIPS					ROOM AND BOARD
					ALLOWANCES

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
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.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	true	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Other Compensation Filing OrgOtherCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Bonus Filing OrgBonusFilingOrg
R GERALD TURNER
577370	63879	217737	123108	982094
JOSE LAGE
137681	232	13237	22131	173281
MICHAEL A CONDON
343640	18344	24500	57570	499037	54983
PAUL W LUDDEN
381403	18719	24500	12968	437590
BRAD E CHEVES
315761	27160	24500	13960	421381	40000
PAUL WARD
307761	17737	49500	12157	387155
CHRISTINE REGIS
303134	17701	24500	10216	355551
THOMAS E BARRY
250757	18010	24500	15157	308424
LORI S WHITE
221385	12077	22479	10564	266505
ALBERT NIEMI JR
500932	9001	24500	19362	553795
WILLIAM TSUTSUI
242161	7770	24420	9197	283548
JUNE JONES
1823804	22968	24500	15239	1911511	25000
MATTHEW DOHERTY
570687	15808	24500	23797	634792
STEVEN ORSINI
468336	20577	24500	22377	552411	16621
MIGUEL QUINONES
458744	300	20054	20579	507835	8158
WILLIAM DILLON
432705	2829	24500	23952	483986
THOMAS TUNKS
191958	2096	19400	8056	221510
PETER MOORE
176545	549	16562	90642	284298

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
FRINGE OR EXPENSE EXPLANATION	SCHEDULE J, PAGE 1, PART I, LINE 1A	THE UNIVERSITY'S TRAVEL POLICY PROVIDES THAT TRAVEL 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. ALL GROSS-UP PAYMENTS HAVE BEEN APPROPRIATELY APPROVED IN ACCORDANCE WITH UNIVERSITY POLICY PRIOR TO PAYMENT. 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 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.
COMPENSATION CONTINGENT UPON REVENUES OF ORGANIZATION	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.
OTHER ADDITIONAL INFORMATION	SCHEDULE J, PART III	PART 1, LINE 4A THERE WERE NO SEVERANCE PAYMENTS OR CHANGE OF CONTROL PAYMENTS IN THE CALENDAR YEAR REPORTED ON SCHEDULE J.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
2003 SOUTHWEST HIGHER EDUCATION
521442059	845040FB5	2003-12-18	30470393	RENOVATION & CONSTRUCTION OF EDUCATIONAL FACILITY AND RELATED PARKING	false	false	false
2007 SOUTHWEST HIGHER EDUCATION
521442059	845040GD0	2007-02-14	100890740	ADVANCE REFUND & DEFEASE A PORTION	false	false	false
2009 SOUTHWEST HIGHER EDUCATION
521442059	845040HG2	2009-10-01	162035907	FINANCE NEW MONEY PROJECTS AND CURRENTLY REFUND	false	false	false
2010 SOUTHWEST HIGHER EDUCATION
521442059	845040JB1	2010-10-28	124998461	FINANCE NEW MONEY PROJECTS.	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount In Reserve FundAmountInReserveFund	Refunding EscrowRefundingEscrow	Amount UnspentAmountUnspent
5085000	32053295	367331	428612	303315	30954037	2010	false	false	true	true
3365000	114293442		922858	384931			false	true	false	true	2981577	44680669
4035000	162036533		1232407		65991267		true	false	false	true			169988
	127778753		1091820		20801114		false	false	false	true			103290711

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Engage Bond Counsel ContractsEngageBondCounselContracts	Any Research AgreementsAnyResearchAgreements	Engage Bond Counsel ResearchEngageBondCounselResearch	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
false	false	true	true	false	true	0.02100	0.02100	true
false	false	true	true	true	true	0.01700	0.01700	true
false	false	true	true	true	true	0.00730	0.00730	true
false	false	false	false	false	true			true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
false	false	false	false	true	false
false	false	false	false	false	false
false	false	false	false	false	true
false	false	false	false	false	true

Field	Value	IRS element (for citing)
Fed Tax Requirements Compliance	X	FedTaxRequirementsCompliance

Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PURPOSE OF ISSUE DESCRIPTION	SCHEDULE K	2003 SOUTHWEST HIGHER EDUCATION RENOVATION CONSTRUCTION OF EDUCATIONAL FACILITY AND RELATED PARKING FACILITY 2007 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND DEFEASE A PORTION OF PRINCIPAL ON THE 1999A 12099 AND 2002 732002 BONDS 2009 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS AND CURRENTLY REFUND THE 1999D 1201999 AND THE 2006 312006 BONDS 2010 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS
ADDITIONAL INFORMATION	SCHEDULE K	2003 SOUTHWEST HIGHER EDUCATION PART II LINE 3 COLUMN A B C D TOTAL PROCEEDS INCLUDE INVESTMENT PROCEEDS PART II LINE 6 COLUMN B A PORTION OF THE REFUNDING ESCROW USED TO REDEEM THE 2002 BONDS IS STILL OUTSTANDING AS OF 5312012 REDEEMED THE 1999A BOND WITH PROCEEDS 43645000 ON 10012009 PART II LINE 13 COLUMN B 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 CD 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 6 COLUMN C D THE UNIVERSITY REASONABLY EXPECTS TO MEET THE SPENDING REQUIREMENTS WITHIN THE REQUIRED TIMEFRAME

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)

Amount Of GrantAmountOfGrant	Type Of AssistanceTypeOfAssistance
117442	TUITION WAIVER
91837	MERIT SCHOLARSHIPS
1600	FELLOWSHIP

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	ADDITIONAL INFORMATION	Identifier
Return Reference	SCHEDULE L PART V	ReturnReference
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 BENEFITELIGIBLE EMPLOYEE THE AMOUNT REPORTED ON PART III LINE 2 C REPORTS THE MERIT SCHOLARSHIPS AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS BASED ON PREESTABLISHED CRITERIA AND REVIEWED BY A SELECTION COMMITTEE THE AMOUNT REPORTED ON PART III LINE 3 C REPORTS A FELLOWSHIP AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS BASED ON PREESTABLISHED CRITERIA AND REVIEWED BY A SELECTION COMMITTEE	Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	11	NumberOfContributions
Noncash Contribs Rptd F990	998272	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Books And Publications BooksAndPublications

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	116881	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	89	NumberOfContributions
Noncash Contribs Rptd F990	2435997	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	475	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Real Estate Residential RealEstateResidential

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	1800000	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Real Estate Other RealEstateOther

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	3	NumberOfContributions
Noncash Contribs Rptd F990	3	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Food Inventory FoodInventory

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	5	NumberOfContributions
Noncash Contribs Rptd F990	5498	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	TRAVEL VOUCHERS	11	109700	MARKET OR APPRAISAL
X	LIVESTOCK	3	177500	MARKET OR APPRAISAL
X	EVENT TICKETS	711	87344	MARKET OR APPRAISAL
X	CONST MATERIALS	2	72166	MARKET OR APPRAISAL

Field	Value	IRS element (for citing)
Number Of8283 Received	21	NumberOf8283Received
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	true	ReviewProcessUnusualNCGifts
Third Parties Used	true	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS	SCHEDULE M, PAGE 1, PART I, LINE 32B	SOUTHERN METHODIST UNIVERSITY HIRES EXTERNAL BROKERS AND APPRAISERS AS DEEMED APPROPRIATE.
SUPPLEMENTAL INFORMATION	SCHEDULE M, PAGE 2, PART II	PART 1, LINE 29, OTHER: EQUIPMENT 10 33,123 PART 1, LINE 30, OTHER: MUSICAL INSTRUMENTS 2 20,000 PART 1, LINE 31, OTHER: DINNER EVENTS 13 19,704 PART 1, LINE 31, OTHER: FURNISHINGS 1 5,650

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ADDITIONAL INFORMATION	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 A DONATION RESTRICTED FOR PROJECTS FUNDED BY BONDS WHICH WAS PUT INTO ESCROW UNTIL THE EARLIEST OPTIONAL REDEMPTION DATE.
ALL OTHER ACCOMPLISHMENT DESCRIPTION	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.
FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES	FORM 990, PART V, LINE 4B	UNITED KINGDOM, FRANCE
ADDITIONAL INFORMATION	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 DESTRUCTION POLICIES THAT REFLECT LEGISLATIVE OR OTHER LEGAL REQUIREMENTS AND GOOD BUSINESS PRACTICES.
RELATED PARTY INFORMATION AMONG OFFICERS	FORM 990, PAGE 6, PART VI, LINE 2	R. GERALD TURNER ALAN FELD PRESIDENT TRUSTEE BUSINESS RELATIONSHIP R. GERALD TURNER RAY HUNT PRESIDENT TRUSTEE BUSINESS RELATIONSHIP JEANNE PHILLIPS RAY HUNT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP WILLIAM VANDERSTRAATEN RAY HUNT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP
DECISIONS SUBJECT TO APPROVAL OF MEMBERS	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.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE COMPLETED FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY THE COMMITTEE. ALL QUESTIONS, CONCERNS, ETC. OF THE AUDIT COMMITTEE ARE ADDRESSED BY THE UNIVERSITY AND INCORPORATED INTO THE FORM 990 AS REQUIRED. THE FORM 990 IS ALSO PLACED ON A SECURE WEBSITE FOR ALL MEMBERS OF THE GOVERNING BODY WHO ARE NOTIFIED WHEN IT IS READY FOR REVIEW.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	PURSUANT TO SEPARATE BOARD OF TRUSTEES POLICIES RELATING TO TRUSTEES, INCLUDING MEMBERS OF BOARD COMMITTEES AND OFFICERS AND KEY EMPLOYEES WITH ADMINISTRATIVE RESPONSIBILITIES, RESPECTIVELY, EACH COVERED PERSON COMPLETES AN INFORMATION AND DISCLOSURE STATEMENT ANNUALLY. THE DISCLOSURES ARE REVIEWED BY A BOARD COMMITTEE TO DETERMINE WHETHER A MATERIAL CONFLICT OF INTEREST EXISTS OR IS THREATENED. IN THE EVENT OF SUCH A FINDING, SUCH ACTION AS MAY BE NECESSARY IS TAKEN TO ELIMINATE THE CONFLICT OR OTHERWISE SAFEGUARD THE INTEREST OF THE UNIVERSITY.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE COMPENSATION COMMITTEE OF THE SMU BOARD OF TRUSTEES CONSISTS OF THE CHAIR AND VICE CHAIR OF THE BOARD; A TRUSTEE BISHOP; THE REPRESENTATIVES OF THE SMU ALUMNI ASSOCIATION, THE STUDENTS' ASSOCIATION, AND THE FACULTY SENATE; AND THE CHAIRS OF THE STANDING COMMITTEES OF THE BOARD. THE COMMITTEE REVIEWS AND APPROVES 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; HOWEVER, THE COMPENSATION COMMITTEE REPORTS TO THE FULL BOARD ANY ACTION TAKEN BY THE COMMITTEE.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	SEE ANSWER IN PART VI, LINE 15A.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	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 CONTROLLER'S 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.
ADDITIONAL INFORMATION	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.
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 5	UNREALIZED LOSS ON INVESTMENTS NOT REPORTED IN PART VIII: 27,763,346 PRIOR PERIOD ADJUSTMENT: 299,240 TOTAL CHANGE IN NET ASSETS: 27,464,106

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg
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	PENDIN		SMU	false

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

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

Field	Value	IRS element (for citing)
Primary Activity	TRUST	PrimaryActivity
Legal Domicile State	TX	LegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Type Of Entity	TRUST	TypeOfEntity

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	true	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	true	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
THE STADIUM CLUB INC
M	1000	COST
ALL OTHER TRANSACTIONS MARKED YES

ABOVE ARE WITH 501(C)(3)

ORGANIZATIONS

Form990 Schedule R Part VII Form990ScheduleRPartVII

Field	Value	IRS element (for citing)
Identifier	ADDITIONAL INFORMATION	Identifier
Return Reference	SCHEDULE R	ReturnReference
Explanation	PART V LINE 2 FOR THE FISCAL YEAR ENDING MAY 31 2012 RENT FROM THE STADIUM CLUB INC TO SMU WAS 1000 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	Explanation