SOUTHERN METHODIST UNIVERSITY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN METHODIST UNIVERSITY (EIN 75-0800689)
Tax period: 2010-06-01 to 2011-05-31
Filed: 2012-04-12
IRS object ID: 201241039349300334
Schema version: 2010v3.7
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	2012-04-12T15:43:27-05:00	Timestamp
Tax Period End Date	2011-05-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-06-01	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	2012-04-10	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Date Prepared	2012-04-12	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	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	819460933	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	6265	TotalNbrEmployees
Total Nbr Volunteers	1360	TotalNbrVolunteers
Total Gross UBI	2252965	TotalGrossUBI
Net Unrelated Business Txbl Income	-833028	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	54344662	ContributionsGrantsPriorYear
Contributions Grants Current Year	63635513	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	414641528	ProgramServiceRevenuePriorYear
Program Service Revenue CY	443200570	ProgramServiceRevenueCY
Investment Income Prior Year	46803613	InvestmentIncomePriorYear
Investment Income Current Year	91018108	InvestmentIncomeCurrentYear
Other Revenue Prior Year	3914124	OtherRevenuePriorYear
Other Revenue Current Year	4701824	OtherRevenueCurrentYear
Total Revenue Prior Year	519703927	TotalRevenuePriorYear
Total Revenue Current Year	602556015	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	114351841	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	127369115	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	243049600	SalariesEtcPriorYear
Salaries Etc Current Year	252889490	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	6000	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	20831975	TotalFundrsngExpCurrentYear
Other Expense Prior Year	149539727	OtherExpensePriorYear
Other Expenses Current Year	164182655	OtherExpensesCurrentYear
Total Expenses Prior Year	506947168	TotalExpensesPriorYear
Total Expenses Current Year	544441260	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	12756759	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	58114755	RevenuesLessExpensesCY
Total Assets BOY	1967543174	TotalAssetsBOY
Total Assets EOY	2181496297	TotalAssetsEOY
Total Liabilities BOY	500567179	TotalLiabilitiesBOY
Total Liabilities EOY	612434952	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1466975995	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1569061345	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	350859838	Expense
Grants	114089717	Grants
Revenue	356169738	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 2010 WAS 10,938 AND SPRING SEMESTER 2011 WAS 10,595.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	82113255	Expense
Grants	13279397	Grants
Revenue	45417943	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	36977160	Expense
Revenue	30816052	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	15683936	Expense
Revenue	10796837	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	15683936	TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev	10796837	TotalOfOtherProgramServiceRev
Total Program Service Expense	485634189	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
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	1312	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	6265	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 (60 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	627738	0	371211
LINDA EADS
PROFESSOR/TR	37.50	X		139154	0	29226
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
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
KEN MALCOLMSON
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
ANN BROOKSHIRE SHERER-SIMPSON
TRUSTEE	1.00	X		0	0	0
HELMUT SOHMEN
TRUSTEE	1.00	X		0	0	0
RICHARD HAYNES STRADER JR
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
ROYCE E WILSON SR
TRUSTEE	1.00	X		0	0	0
RICHARD J WOOD
TRUSTEE	1.00	X		0	0	0
PAUL W LUDDEN
PROVOST/VP A	37.50		X	392693	0	35175
MICHAEL A CONDON
UNIVERSITY T	37.50		X	374237	0	83435
BRAD E CHEVES
VP DEVELOPME	37.50		X	326310	0	37465
PAUL WARD
VP LEGAL AFF	37.50		X	317884	0	61165
CHRISTINE REGIS
VP BUSINESS	37.50		X	308184	0	30200
THOMAS E BARRY
VP EXECUTIVE	37.50		X	266308	0	37965
LORI S WHITE
VP STUDENT A	37.50		X	223772	0	31949
MARY ANNE ROGERS
SECRETARY	37.50		X	82669	0	26073
ALBERT NIEMI JR
DEAN	37.50			485105	0	40767	X
PETER MOORE
INTERIM DEAN	37.50			176872	0	31735	X
JUNE JONES
FOOTBALL COA	37.50			1787421	0	37668		X
MATTHEW DOHERTY
BASKETBALL C	37.50			577736	0	45538		X
WILLIAM DILLON
ASSOC DEAN O	37.50			429657	0	45693		X
STEVEN ORSINI
DIRECTOR OF	37.50			418005	0	45610		X
MIGUEL QUINONES
PROFESSOR	37.50			410722	0	36971		X
AMIT BASU
PROFESSOR	37.50			329558	0	45503			X
THOMAS TUNKS
FORMER INTER	37.50			187908	0	26479			X
S LEON BENNETT
FORMER VP FO	37.50			179871	0	24265			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	8041804	TotalReportableCompFromOrg
Total Other Compensation	1124093	TotalOtherCompensation
Number Individuals GT100 K	415	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
ROGERS O'BRIEN CONSTRUCTION COMPANY
11145 MORRISON LANE	DALLAS	TX	75229	CONSTRUCTION	9797505
AUSTIN COMMERCIAL INC
PO BOX 2879	DALLAS	TX	75221	CONSTRUCTION	8706026
SCHNEIDER ELECTRIC BUILDING AMERICAS
PO BOX 59469	DALLAS	TX	75229	CONSTRUCTION	2767755
THE RICHARDS GROUP
8750 N CENTRAL EXPWY STE 1200	DALLAS	TX	75231	ADVERTISING	2363267
GCA SERVICES GROUP OF TEXAS LP
4726 WESTERN AVE	KNOXVILLE	TN	37921	JANITORIAL	2142313

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	105	NumberOfContractorsGT100K
Fundraising Events	1559194	FundraisingEvents
Government Grants	17765	GovernmentGrants
All Other Contributions	62058554	AllOtherContributions
Noncash Contributions	7384326	NoncashContributions
Total Contributions	63635513	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
TUITION AND FEES	611310	344008001	344008001
AUXILIARY ACTIVITIES	611310	43223717	31501535	$11,722,182
SPONSORED RESEARCH	611310	30761505	30761505
OTHER STUDENT FEES	611310	10838952	10838952
ORGANIZED ACTIVITIES	611310	8841437	8841437

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	5526958	TotalRevenueColumn
Related Or Exempt Function Income	5516723	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	10235	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Program Service Revenue	443200570	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	21131654	TotalRevenueColumn
Unrelated Business Revenue	10350	UnrelatedBusinessRevenue
Exclusion	$21,121,304	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	3411363	TotalRevenueColumn
Exclusion	$3,411,363	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	5798418	TotalRevenueColumn
Exclusion	$5,798,418	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	127529	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	118994	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	8535	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	8535	TotalRevenueColumn
Exclusion	$8,535	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	262151028	Securities
Other	18216315	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	207792484	Securities
Other	6099768	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	54358544	Securities
Other	12116547	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	66475091	TotalRevenueColumn
Unrelated Business Revenue	2232380	UnrelatedBusinessRevenue
Exclusion	$64,242,711	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	1788543	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	1559194	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	2893672	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-1105129	TotalRevenueColumn

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	602556015	TotalRevenueColumn
Related Or Exempt Function Income	431468153	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	2252965	UnrelatedBusinessRevenue
Exclusion	$106,304,513	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	127369115	Total
Program Services	127369115	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	4349345	Total
Program Services	931238	ProgramServices
Management And General	2997616	ManagementAndGeneral
Fundraising	420491	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	393368	Total
Management And General	393368	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	195564777	Total
Program Services	172200763	ProgramServices
Management And General	13500220	ManagementAndGeneral
Fundraising	9863794	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	13894541	Total
Program Services	12071370	ProgramServices
Management And General	1130011	ManagementAndGeneral
Fundraising	693160	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	26366527	Total
Program Services	22906846	ProgramServices
Management And General	2144328	ManagementAndGeneral
Fundraising	1315353	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	12320932	Total
Program Services	10704242	ProgramServices
Management And General	1002033	ManagementAndGeneral
Fundraising	614657	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1080763	Total
Program Services	349093	ProgramServices
Management And General	731670	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	202737	Total
Program Services	23328	ProgramServices
Management And General	179409	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	243796	Total
Management And General	243796	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	9785684	Total
Management And General	9785684	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	20742530	Total
Program Services	17706781	ProgramServices
Management And General	408615	ManagementAndGeneral
Fundraising	2627134	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	4090170	Total
Program Services	3584669	ProgramServices
Management And General	391354	ManagementAndGeneral
Fundraising	114147	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	16967032	Total
Program Services	14245739	ProgramServices
Management And General	937094	ManagementAndGeneral
Fundraising	1784199	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	7159659	Total
Program Services	6723058	ProgramServices
Management And General	373340	ManagementAndGeneral
Fundraising	63261	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	24324	Total
Program Services	24324	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	21055178	Total
Program Services	20129411	ProgramServices
Management And General	682258	ManagementAndGeneral
Fundraising	243509	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	10906875	Total
Program Services	10331927	ProgramServices
Management And General	189543	ManagementAndGeneral
Fundraising	385405	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	1100	Total
Program Services	1100	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	944094	Total
Program Services	798426	ProgramServices
Management And General	134939	ManagementAndGeneral
Fundraising	10729	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	13547316	Total
Program Services	13547316	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	30411710	Total
Program Services	28315710	ProgramServices
Management And General	1595000	ManagementAndGeneral
Fundraising	501000	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2722950	Total
Program Services	2715108	ProgramServices
Management And General	5869	ManagementAndGeneral
Fundraising	1973	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
MISCELLANEOUS	13569764	10740952	875041	1953771
BOOKS AND PERIODICALS	6978112	6974167	195	3750
PROPERTY COSTS	1891962	1838230	4601	49131
PUBLIC RELATIONS	1856899	1401276	269112	186511

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	544441260	Total
Program Services	485634189	ProgramServices
Management And General	37975096	ManagementAndGeneral
Fundraising	20831975	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	3475495	BOY
EOY	6098858	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	198723086	BOY
EOY	204028363	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	66091321	BOY
EOY	72659648	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	112426911	BOY
EOY	121296472	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	11607264	BOY
EOY	9854073	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	405921	BOY
EOY	333633	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	6679027	BOY
EOY	5985365	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	911673200	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	299990751	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	600567013	BOY
EOY	611682449	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	297543579	BOY
EOY	459622613	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	665995512	BOY
EOY	685333640	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	4028045	BOY
EOY	4601183	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1967543174	BOY
EOY	2181496297	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	110224981	BOY
EOY	107385164	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	25418467	BOY
EOY	23969487	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	360115000	BOY
EOY	476268000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	841454	BOY
EOY	781000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	3967277	BOY
EOY	4031301	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	500567179	BOY
EOY	612434952	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	480524995	BOY
EOY	525640345	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	493818000	BOY
EOY	534475000	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	492633000	BOY
EOY	508946000	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1466975995	BOY
EOY	1569061345	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1967543174	BOY
EOY	2181496297	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	58114755	ReconcilationRevenueExpenses
Reconcilation Other Changes	43970595	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	243796	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	243796	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	544197464	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	544441260	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	242967	CurrentYearMinus3
Current Year Minus2	226055	CurrentYearMinus2
Current Year Minus1	247612	CurrentYearMinus1
Current Year	243796	CurrentYear
Total	960430	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	1673702	GrantsFundsAndOtherAccounts
Aggregate Fund Value	31786019	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	90822	RevenuesIncluded
Assets In Part X	36089728	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	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 Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1401274328	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	0.06840	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.93150	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.00010	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	93464889	OtherCostOrOtherBasis
Book Value	93464889	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	652219865	OtherCostOrOtherBasis
Depreciation	225179200	Depreciation
Book Value	427040665	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	119220540	OtherCostOrOtherBasis
Depreciation	53332190	Depreciation
Book Value	65888350	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	46767906	OtherCostOrOtherBasis
Depreciation	21479361	Depreciation
Book Value	25288545	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	611682449	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (11 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
PRIVATE EQUITY FUNDS	225017652	C
ABSOLUTE RETURN FUNDS	121576415	C
PARTNERSHIP INVESTMENTS - REAL EST	107125212	C
EQUITY FUNDS WITHOUT DAILY LIQUIDITY	101128606	C
EQUITY METHOD INVESTMENTS	57540603	F
VENTURE CAPITAL	39200450	C
FUNDS HELD IN TRUST BY OTHERS	19282627	F
PARTNERSHIP INVESTMENTS - TIMBER	13962300	C
FIXED INCOME FUNDS WITHOUT DAILY LIQ	499587	C
MINERAL RIGHTS	180	C
OTHER INVESTMENTS	8	C

Field	Value	IRS element (for citing)
Total Of Book Value Securities	685333640	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
US GOVERNMENT STUDENT LOAN ADVANCES	$2,771,000
DEPOSITS	$1,260,301

Field	Value	IRS element (for citing)
Total Of Amounts	4031301	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, WORKSHIPS 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 EDUCATIONAL 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 YEAR ENDED MAY 31,2011 AND 2010.
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 2011 ARE REPORTED FOR FINANCIAL STATEMENT PURPOSES, EXCEPT IF THOSE WITH LOSSES ARE DETERMINED TO BE PERMANENT IMPAIRMENTS. AS OF MAY 31, 2011, THE UNIVERSITY HAD APPPROXIMATELY 200.04 MILLION OF UNREALIZED GAINS THAT ARE REFLECTED HERE BUT HAD NOT BEEN RECOGNIZED IN ITS FINANCIAL STATEMENTS.

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 TEXAS GRANT LEVERAGING EDUCATIONAL ASSISTANCE PARTNERSHIP LEAP SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT SMART ACADEMIC COMPETITIVENESS GRANT ACG AND SUPPLEMENTAL LEVERAGING EDUCATIONAL ASSISTANCE PARTNERSHIP SLEAP 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 (35 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	RESEARCH	4716
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	FACULTY DEV/CONFEREN	5411
CENTRAL AMERICA AND THE CARRIBEAN	PROGRAM SERVICE	STUDY ABROAD	73939
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	RESEARCH/CONFERENCE	99896
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	STUDENT RECRUITING	19410
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	FACULTY DEV/CONFEREN	45086
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	STUDY ABROAD	502649
EUROPE	PROGRAM SERVICE	RESEARCH/CONFERENCE	414087
EUROPE	PROGRAM SERVICE	STUDY ABROAD	4677293	1	7
EUROPE	PROGRAM SERVICE	STUDENT RECRUITING	19057
EUROPE	PROGRAM SERVICE	EXHIBITION/ART EXHIB	13562
EUROPE	PROGRAM SERVICE	FACULTY DEV/CONFEREN	121581
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	13693
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	STUDENT RECRUITING	7797
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	FACULTY DEV/CONFEREN	13902
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	STUDY ABROAD	74867
NORTH AMERICA	PROGRAM SERVICE	EXHIBITION/ART EXHIB	1309
NORTH AMERICA	PROGRAM SERVICE	FACULTY DEV/CONFEREN	59756
NORTH AMERICA	PROGRAM SERVICE	STUDY ABROAD	11582
NORTH AMERICA	PROGRAM SERVICE	STUDENT RECRUITING	10737
NORTH AMERICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	53262
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICE	RESEARCH/CONFERENCE	7051
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICE	STUDY ABROAD	57745
SOUTH AMERICA	PROGRAM SERVICE	FACULTY DEV/CONFEREN	8068
SOUTH AMERICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	17447
SOUTH AMERICA	PROGRAM SERVICE	STUDY ABROAD	200921
SOUTH ASIA	PROGRAM SERVICE	STUDY ABROAD	161768
SOUTH ASIA	PROGRAM SERVICE	RESEARCH/CONFERENCE	4250
SOUTH ASIA	PROGRAM SERVICE	STUDENT RECRUITING	6809
SOUTH ASIA	PROGRAM SERVICE	FACULTY DEV/CONFEREN	13580
SUB-SAHARAN AFRICA	PROGRAM SERVICE	FACULTY DEV/CONFEREN	2152
SUB-SAHARAN AFRICA	PROGRAM SERVICE	RESEARCH/CONFERENCE	14770
SUB-SAHARAN AFRICA	PROGRAM SERVICE	STUDY ABROAD	13107
CENTRAL AMERICA AND THE CARRIBEAN	INVESTMENTS		88740350
EUROPE	INVESTMENTS		80613467

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	1	SubtotalNumberOfOffices
Subtotal Number Of Employees	7	SubtotalNumberOfEmployees
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	7	TotalNumberOfEmployees
Subtotal Amount Spent	6108255	SubtotalAmountSpent
Cont Amount Spent	169996822	ContAmountSpent
Total Amount Spent	176105077	TotalAmountSpent

Form990 Schedule F Part V Form990ScheduleFPartV

Field	Value	IRS element (for citing)
Identifier	ADDITIONAL INFORMATION	Identifier
Return Reference	SCHEDULE F, PAGE 5, PART V	ReturnReference
Explanation	PART I, LINE 3: THE UNIVERSITY ACCOUNTS FOR ALL EXPENDITURES ON AN ACCRUAL BASIS AND MAKES ALL REIMBURSEMENTS UNDER AN ACCOUNTABLE PLAN.	Explanation

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	1723196	GrossReceiptsEvent1
Charitable Contributions Event1	722228	CharitableContributionsEvent1
Gross Revenue Event1	1000968	GrossRevenueEvent1
Rent Facility Costs Event1	73595	RentFacilityCostsEvent1
Food And Beverage Event1	99040	FoodAndBeverageEvent1
Entertainment Event1	543427	EntertainmentEvent1
Other Direct Expenses Event1	1007134	OtherDirectExpensesEvent1
Name Of Event2	ATHLETIC FORUM	NameOfEvent2
Gross Receipts Event2	571337	GrossReceiptsEvent2
Charitable Contributions Event2	97023	CharitableContributionsEvent2
Gross Revenue Event2	474314	GrossRevenueEvent2
Rent Facility Costs Event2	27314	RentFacilityCostsEvent2
Food And Beverage Event2	229905	FoodAndBeverageEvent2
Entertainment Event2	300033	EntertainmentEvent2
Other Direct Expenses Event2	7535	OtherDirectExpensesEvent2
Total Number Of Other Events	11	TotalNumberOfOtherEvents
Gross Receipts Other Events	1053204	GrossReceiptsOtherEvents
Charitable Contrib Other Events	739943	CharitableContribOtherEvents
Gross Revenue Other Events	313261	GrossRevenueOtherEvents
Cash Prizes Other Events	1931	CashPrizesOtherEvents
Non Cash Prizes Other Events	37627	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	98769	RentFacilityCostsOtherEvents
Food And Beverage Other Events	146645	FoodAndBeverageOtherEvents
Entertainment Other Events	168092	EntertainmentOtherEvents
Other Direct Expenses Other Events	152625	OtherDirectExpensesOtherEvents
Gross Receipts Total	3347737	GrossReceiptsTotal
Charitable Contributions Total	1559194	CharitableContributionsTotal
Gross Revenue Total Events	1788543	GrossRevenueTotalEvents
Cash Prizes Total Events	1931	CashPrizesTotalEvents
Non Cash Prizes Total Events	37627	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	199678	RentFacilityCostsTotalEvents
Food And Beverage Total Events	475590	FoodAndBeverageTotalEvents
Entertainment Total Events	1011552	EntertainmentTotalEvents
Other Direct Expenses Total Events	1167294	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	2893672	DirectExpenseSummaryEvents
Net Income Summary	-1105129	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	6802	4713514	122655601	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)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
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 (19 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
560993	66745	249875	121336	998949
LINDA EADS
137853	1301	14049	15177	168380
PAUL W LUDDEN
375629	17064	24500	10675	427868
MICHAEL A CONDON
336916	16588	24500	58935	457672	20733
BRAD E CHEVES
300957	25353	24500	12965	363775
PAUL WARD
301643	16241	49500	11665	379049
CHRISTINE REGIS
293394	14790	21079	9121	338384
THOMAS E BARRY
244999	21309	24500	13465	304273
LORI S WHITE
212842	10930	21892	10057	255721
ALBERT NIEMI JR
475801	9304	24500	16267	525872
PETER MOORE
176343	529	16062	15673	208607
JUNE JONES
1686717	18204	24500	13168	1825089	82500
MATTHEW DOHERTY
554447	13289	24500	21038	623274	10000
WILLIAM DILLON
426923	2734	24500	21193	475350
STEVEN ORSINI
385583	16285	24500	21110	463615	16137
MIGUEL QUINONES
401521	292	19575	17396	447693	8909
AMIT BASU
328675	883	24500	21003	375061
THOMAS TUNKS
184370	3538	18807	7672	214387
S LEON BENNETT
166478	13393	16800	7465	204136

Form990 Schedule J Part III Form990ScheduleJPartIII (2 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, AND SINCE IT IS A UNIVERSITY OWNED ASSET. THE UNIVERSITY'S TRAVEL POLICY PROVIDES THAT EMPLOYEE BUSINESS TRAVEL SHOULD BE MADE AT THE LOWEST PRACTICABLE COACH FARES. THERE WERE TWO INSTANCES WHERE AN OFFICER TRAVELLED FIRST CLASS INSTEAD OF COACH. THE TWO EXCEPTIONS WERE WHEN (1) THE FIRST CLASS FARE WAS CHEAPER THAN COACH; AND (2) THE ONLY SEAT AVAILABLE ON THE FLIGHT WAS IN THE FIRST CLASS SECTION. BOTH EXCEPTIONS WERE APPROVED BY THE APPROPRIATE UNIVERSITY PARTY BASED ON THE FACTS AND CIRCUMSTANCES OF THE EXCEPTIONS.
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.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
2003 SOUTHWEST HIGHER EDUCATION
521442059	845040FB5	2003-12-18	30470393	false	false	false
2007 SOUTHWEST HIGHER EDUCATION
521442059	845040GD0	2007-02-14	100890740	false	false	false
2009 SOUTHWEST HIGHER EDUCATION
521442059	845040HG2	2009-10-01	162035907	false	false	false
2010 SOUTHWEST HIGHER EDUCATION
521442059	845040JB1	2010-10-28	124998461	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
4380000	32053295	367331	428612	303315	30954037	2010	false	false	true	true
1835000	112371227		922858	384931			false	true	false	true	3024986	45088654	74356
2000000	162036523		1232407		65991267		true	false	false	true			169978
	126349796		1091820		3995858		false	false	false	true			120337352

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
false	false	true	false	true	0.02100	0.02100	true
false	false	true	true	true	0.01650	0.01650	true
false	false	true	true	true	0.00760	0.00760	true
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

Form990 Schedule K Part V Form990ScheduleKPartV (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 5312011 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 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 4D COLUMN A B C D THE UNIVERSITY DID NOT INVEST IN A GIC 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

Field	Value	IRS element (for citing)
Name Of Interested Person	OFFICER	NameOfInterestedPerson
Relationship With Organization	DAUGHTER	RelationshipWithOrganization
Amount Of Grant	42890	AmountOfGrant
Type Of Assistance	TUITION WAIVER	TypeOfAssistance

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	ADDITIONAL INFORMATION	Identifier
Return Reference	SCHEDULE L PART V	ReturnReference
Explanation	PART III THE AMOUNT REPORTED REPRESENTS A TUITION WAIVER THE TUITION WAIVER WAS GRANTED ON THE SAME BASIS AS TO ANY OTHER BENEFITELIGIBLE EMPLOYEE OF THE UNIVERSITY	Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	5	NumberOfContributions
Noncash Contribs Rptd F990	90822	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Art Historical Treasures ArtHistoricalTreasures

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	800	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	55185	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	71	NumberOfContributions
Noncash Contribs Rptd F990	6956651	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	59900	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	1	NumberOfContributions
Noncash Contribs Rptd F990	1	NoncashContribsRptdF990
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	COMPUTER EQUIP	5	44402	MARKET OR APPRAISAL
X	DINNER EVENTS	5	9057	MARKET OR APPRAISAL
X	EVENT TICKETS	1564	167508	MARKET OR APPRAISAL

Field	Value	IRS element (for citing)
Number Of8283 Received	39	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

Field	Value	IRS element (for citing)
Identifier	THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS	Identifier
Return Reference	SCHEDULE M, PAGE 1, PART I, LINE 32B	ReturnReference
Explanation	SOUTHERN METHODIST UNIVERSITY HIRES EXTERNAL BROKERS AND APPRAISERS AS DEEMED APPROPRIATE.	Explanation

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 ACHIEVEMENTS 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 LAURA BUSH RUTH ALTSHULER 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 ARE 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 GAINS ON INVESTMENTS NOT REPORTED IN PART VIII: 43,575,511 PRIOR PERIOD ADJUSTMENT: 395,084 TOTAL CHANGE IN NET ASSETS 43,970,595

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (10 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

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 2011 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