SOUTHERN METHODIST UNIVERSITY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN METHODIST UNIVERSITY (EIN 75-0800689)
Tax period: 2017-06-01 to 2018-05-31
Filed: 2019-04-15
IRS object ID: 201911069349300011
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-04-15T09:52:48-05:00	ReturnTs
Tax Period End	2018-05-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	750800689	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHERN METHODIST UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	2147684836	PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHRISTINE REGIS	PersonNm
Person Title	VP BUSINESS AND FINA	PersonTitleTxt
Phone	2147684836	PhoneNum
Signature	2019-04-15	SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

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

Field	Value	IRS element (for citing)
IP	2019-04-15	IPDt
IP Tm	09:52:48	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	BAF6A584C51AA146E2BE86A4F05A8EF0E53A9F06	AtSubmissionCreationDeviceId
At Submission Filing Device Id	BAF6A584C51AA146E2BE86A4F05A8EF0E53A9F06	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	R GERALD TURNER	PrincipalOfficerNm
Gross Receipts	$1,351,361,747	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SMU.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1911	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	THE PRIMARY MISSION OF THE UNIVERSITY IS EDUCATION THROUGH RESEARCH AND TEACHING BY CREATING AND IMPARTING KNOWLEDGE THAT WILL SHAPE CITIZENS WHO CONTRIBUTE TO THEIR COMMUNITIES AND LEAD PROFESSIONS IN A GLOBAL SOCIETY.	ActivityOrMissionDesc
Voting Members Governing Body	42	VotingMembersGoverningBodyCnt
Voting Members Independent	39	VotingMembersIndependentCnt
Total Employee	6293	TotalEmployeeCnt
Total Volunteers	3662	TotalVolunteersCnt
Total Gross UBI	-$4,991,110	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$5,022,934	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$75,754,391	PYContributionsGrantsAmt
CY Contributions Grants	$96,821,224	CYContributionsGrantsAmt
PY Program Service Revenue	$600,638,981	PYProgramServiceRevenueAmt
CY Program Service Revenue	$628,861,779	CYProgramServiceRevenueAmt
PY Investment Income	$68,496,524	PYInvestmentIncomeAmt
CY Investment Income	$117,913,837	CYInvestmentIncomeAmt
PY Other Revenue	$5,466,567	PYOtherRevenueAmt
CY Other Revenue	$6,963,478	CYOtherRevenueAmt
PY Total Revenue	$750,356,463	PYTotalRevenueAmt
CY Total Revenue	$850,560,318	CYTotalRevenueAmt
PY Grants And Similar Paid	$178,803,303	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$187,876,863	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$302,043,177	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$316,484,369	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$498,037	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$646,675	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$16,404,620	CYTotalFundraisingExpenseAmt
PY Other Expenses	$221,536,928	PYOtherExpensesAmt
CY Other Expenses	$239,727,308	CYOtherExpensesAmt
PY Total Expenses	$702,881,445	PYTotalExpensesAmt
CY Total Expenses	$744,735,215	CYTotalExpensesAmt
PY Revenues Less Expenses	$47,475,018	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$105,825,103	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,884,407,766	TotalAssetsBOYAmt
Total Assets EOY	$3,281,984,214	TotalAssetsEOYAmt
Total Liabilities BOY	$854,582,336	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,154,877,970	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,029,825,430	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,127,106,244	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE PRIMARY MISSION OF THE UNIVERSITY IS EDUCATION THROUGH RESEARCH AND TEACHING BY CREATING AND IMPARTING KNOWLEDGE THAT WILL SHAPE CITIZENS WHO CONTRIBUTE TO THEIR COMMUNITIES AND LEAD PROFESSIONS IN A GLOBAL SOCIETY.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$496,950,880	ExpenseAmt
Grant	$167,330,005	GrantAmt
Revenue	$514,433,106	RevenueAmt
Desc	INSTRUCTIONAL: INSTRUCTIONAL PROGRAMS INCLUDE ACADEMIC INSTRUCTION AND SERVICES FOR UNDERGRADUATE AND GRADUATE STUDENTS INCLUDING FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS. STUDENT ENROLLMENT FOR FALL SEMESTER 2017 WAS 11,789 AND SPRING SEMESTER 2018 WAS 11,314.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$117,465,501	ExpenseAmt
Grant	$20,380,613	GrantAmt
Revenue	$74,012,938	RevenueAmt
Desc	AUXILIARY ACTIVITIES: THIS CATEGORY INCLUDES ATHLETIC EXPENDITURES AND SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES. SERVICES INCLUDE BOOKSTORE, STUDENT HOUSING, VENDING AND FOOD ADMINISTRATION AND INDEPENDENT OPERATIONS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$47,946,378	ExpenseAmt
Revenue	$29,030,543	RevenueAmt
Desc	SPONSORED RESEARCH: SPONSORED RESEARCH INCLUDES EXPENDITURES FOR ALL ACTIVITIES THAT ARE PART OF THE UNIVERSITY'S RESEARCH PROGRAM, INCLUDING ACTIVITIES SPECIFICALLY ORGANIZED TO PRODUCE RESEARCH OUTCOMES, WHETHER COMMISSIONED BY AN AGENCY EXTERNAL TO THE INSTITUTION OR SEPARATELY BUDGETED BY AN ORGANIZATIONAL UNIT WITHIN THE INSTITUTION.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$18,052,134	ExpenseAmt
Revenue	$11,385,193	RevenueAmt
Desc	ORGANIZED ACTIVITIES: ORGANIZED ACTIVITIES MAKE AVAILABLE TO THE PUBLIC VARIOUS RESOURCES THAT EXIST WITHIN THE UNIVERSITY SUCH AS SEMINARS, CONFERENCES AND CAMPS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$18,052,134	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$11,385,193	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$680,414,893	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	Yes (true)	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	15260	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	6293	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	42	GoverningBodyVotingMembersCnt
Independent Voting Member	39	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TAX DEPARTMENT	PersonNm
Phone	2147684836	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6116 N CENTRAL EXPRESSWAY STE 203	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	752750261	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
R GERALD TURNER
PRESIDENT/TR	37.50	Yes (X)	Yes (X)	$1,265,347	$0	$191,343
PAUL KRUEGER
PROFESSOR TR	37.50	Yes (X)		$179,832	$0	$47,649
ANDREW UDOFA
TRUSTEE-STUD	37.50	Yes (X)		$27,651	$0	$0
GERALD B ALLEY
TRUSTEE		Yes (X)		$0	$0	$0
RUTH S ALTSHULER
TRUSTEE		Yes (X)		$0	$0	$0
WILLIAM ARMSTRONG
TRUSTEE		Yes (X)		$0	$0	$0
MICHAEL M BOONE
TRUSTEE		Yes (X)		$0	$0	$0
TUCKER S BRIDWELL
TRUSTEE		Yes (X)		$0	$0	$0
LAURA WELCH BUSH
TRUSTEE		Yes (X)		$0	$0	$0
RICHIE L BUTLER
TRUSTEE		Yes (X)		$0	$0	$0
KELLY H COMPTON
TRUSTEE		Yes (X)		$0	$0	$0
JEANNE TOWER COX
TRUSTEE		Yes (X)		$0	$0	$0
KATHERINE CROW
TRUSTEE		Yes (X)		$0	$0	$0
GARY T CRUM
TRUSTEE		Yes (X)		$0	$0	$0
ROBERT H DEDMAN JR
TRUSTEE		Yes (X)		$0	$0	$0
ANTOINE LV DIJKSTRA
TRUSTEE		Yes (X)		$0	$0	$0
GERALD J FORD
TRUSTEE		Yes (X)		$0	$0	$0
ANTONIO O GARZA JR
TRUSTEE		Yes (X)		$0	$0	$0
JUAN ANTONIO GONZALEZ MORENO
TRUSTEE		Yes (X)		$0	$0	$0
CYNTHIA FIERRO HARVEY
TRUSTEE		Yes (X)		$0	$0	$0
FREDERICK B HEGI JR
TRUSTEE		Yes (X)		$0	$0	$0
CLARK K HUNT
TRUSTEE		Yes (X)		$0	$0	$0
RAY L HUNT
TRUSTEE		Yes (X)		$0	$0	$0
DAVID S HUNTLEY
TRUSTEE		Yes (X)		$0	$0	$0
SCOTT J JONES
TRUSTEE		Yes (X)		$0	$0	$0
DOUGLAS SMELLAGE
TRUSTEE		Yes (X)		$0	$0	$0
PAUL B LOYD JR
TRUSTEE		Yes (X)		$0	$0	$0
BOBBY B LYLE
TRUSTEE		Yes (X)		$0	$0	$0
MICHAEL MCKEE
TRUSTEE		Yes (X)		$0	$0	$0
SCOTT MCLEAN
TRUSTEE		Yes (X)		$0	$0	$0
DAVID B MILLER
TRUSTEE		Yes (X)		$0	$0	$0
FRANCES A MOODY-DAHLBERG
TRUSTEE		Yes (X)		$0	$0	$0
CONNIE O'NEILL
TRUSTEE		Yes (X)		$0	$0	$0
SHERON PATTERSON
TRUSTEE		Yes (X)		$0	$0	$0
SARAH PEROT
TRUSTEE		Yes (X)		$0	$0	$0
JEANNE L PHILLIPS
TRUSTEE		Yes (X)		$0	$0	$0
CAREN H PROTHRO
TRUSTEE		Yes (X)		$0	$0	$0
PAUL L RASMUSSEN
TRUSTEE		Yes (X)		$0	$0	$0
CARL SEWELL
TRUSTEE		Yes (X)		$0	$0	$0
RICHARD K TEMPLETON
TRUSTEE		Yes (X)		$0	$0	$0
RICHARD WARE
TRUSTEE		Yes (X)		$0	$0	$0
ROYCE E WILSON SR
TRUSTEE		Yes (X)		$0	$0	$0
BRAD E CHEVES
VP DEVELOPME	37.50		Yes (X)	$560,314	$0	$49,589
RAKESH DAHIYA
TREASURER	37.50		Yes (X)	$539,264	$0	$50,387
STEVEN CURRALL
PROVOST, VP	37.50		Yes (X)	$505,873	$0	$43,595
CHRISTINE REGIS
VP BUSINESS	37.50		Yes (X)	$493,364	$0	$50,249
PAUL WARD
VP LEGAL AFF	37.50		Yes (X)	$391,277	$0	$45,935
HAROLD STANLEY
VP / INTERIM	37.50		Yes (X)	$330,699	$0	$45,869
JOANNE VOGEL
INTERIM VP S	37.50		Yes (X)	$222,781	$0	$41,709
KENECHUKWU MMEJE
VP STUDENT A	37.50		Yes (X)	$193,615	$0	$19,850
MARY ANNE ROGERS
ASSOC UNIV S	37.50		Yes (X)	$105,065	$0	$24,632
PAMELA ANTHONY
VP STUDENT A			Yes (X)	$12,085	$0	$6,130
ALBERT NIEMI JR
DEAN	37.50			$670,097	$0	$49,321	Yes (X)
THOMAS DIPIERO
DEAN	37.50			$345,802	$0	$37,833	Yes (X)
MATTHEW MYERS
DEAN	37.50			$182,226	$0	$33,261	Yes (X)
CHAD MORRIS
FOOTBALL COA	37.50			$2,078,943	$0	$57,060		Yes (X)
TIMOTHY JANKOVICH
BASKETBALL C	37.50			$1,948,026	$0	$54,532		Yes (X)
WILLIAM DILLON
SR ASSOC DEA	37.50			$590,281	$0	$54,171		Yes (X)
JAMES LINCK
FINANCE DEPT	37.50			$580,994	$0	$50,476		Yes (X)
RICHARD HART
ATHLETICS DI	37.50			$535,637	$0	$54,451		Yes (X)
PAUL W LUDDEN
FORMER PROVO	37.50			$368,093	$0	$48,838			Yes (X)
THOMAS E BARRY
FORMER VP EX	37.50			$126,524	$0	$20,237			Yes (X)
PETER MOORE
FORMER INTER	37.50			$243,312	$0	$48,165			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$12,497,102	TotalReportableCompFromOrgAmt
Total Other Compensation	$1,125,282	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	736	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SIEMENS BUILDING TECHNOLOGIES INC
8600 NORTH ROYAL LANE STE 100	IRVING	TX	75063	CONSTRUCTION	$38,891,474
ARAMARK CORPORATION
24818 NETWORK PLACE	CHICAGO	IL	60673	DINING	$31,984,207
HC BECK
1807 ROSS AVENUE STE 500	DALLAS	TX	75201	CONSTRUCTION	$28,040,752
KELLY SERVICES
PO BOX 530437	ATLANTA	GA	303530437	TEMP STAFFING	$5,021,441
2U INC
8201 CORPORATE DRIVE SUITE 900	LANDOVER	MD	20785	ONLINE PROG PAR	$3,504,611

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	143	CntrctRcvdGreaterThan100KCnt
Fundraising	$2,666,116	FundraisingAmt
Government Grants	$229,677	GovernmentGrantsAmt
All Other Contributions	$93,925,431	AllOtherContributionsAmt
Noncash Contributions	$15,460,593	NoncashContributionsAmt
Total Contributions	$96,821,224	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
TUITION AND FEES	611710	$495,386,350	$495,386,350
AUXILIARY ACTIVITIES	611710	$71,476,586	$56,490,588	$14,985,998
SPONSORED RESEARCH	611710	$28,296,902	$28,296,902
ALL OTHER PROGRAM REVENUE	611710	$12,350,426	$12,350,426
OTHER STUDENT FEES	611710	$11,957,418	$11,957,418

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,394,097	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,394,097	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$628,861,779	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,641,658	TotalRevenueColumnAmt
Unrelated Business Revenue	-$4,570,526	UnrelatedBusinessRevenueAmt
Exclusion	$27,212,184	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,253,468	TotalRevenueColumnAmt
Exclusion	$4,253,468	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,143,847	TotalRevenueColumnAmt
Exclusion	$5,143,847	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$40,150	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$19,902	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$20,248	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,248	TotalRevenueColumnAmt
Exclusion	$20,248	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$589,012,610	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$497,993,899	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$91,018,711	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$91,018,711	TotalRevenueColumnAmt
Unrelated Business Revenue	-$420,584	UnrelatedBusinessRevenueAmt
Exclusion	$91,447,224	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$2,031,541	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,666,116	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$2,787,628	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$756,087	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$2,555,470	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,555,470	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,555,470	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$850,560,318	TotalRevenueColumnAmt
Related Or Exempt Func Income	$616,431,251	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$4,991,110	UnrelatedBusinessRevenueAmt
Exclusion	$143,062,969	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$162,245	TotalAmt
Program Services	$162,245	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$187,710,618	TotalAmt
Program Services	$187,710,618	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$4,000	TotalAmt
Program Services	$4,000	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,047,851	TotalAmt
Program Services	$1,241,384	ProgramServicesAmt
Management And General	$5,176,180	ManagementAndGeneralAmt
Fundraising	$630,287	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$710,944	TotalAmt
Program Services	$710,944	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$245,529,372	TotalAmt
Program Services	$222,269,943	ProgramServicesAmt
Management And General	$14,845,249	ManagementAndGeneralAmt
Fundraising	$8,414,180	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$17,969,698	TotalAmt
Program Services	$16,023,878	ProgramServicesAmt
Management And General	$1,278,961	ManagementAndGeneralAmt
Fundraising	$666,859	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$30,061,879	TotalAmt
Program Services	$26,806,676	ProgramServicesAmt
Management And General	$2,139,601	ManagementAndGeneralAmt
Fundraising	$1,115,602	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$15,164,625	TotalAmt
Program Services	$13,522,548	ProgramServicesAmt
Management And General	$1,079,315	ManagementAndGeneralAmt
Fundraising	$562,762	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,342,231	TotalAmt
Program Services	$636,164	ProgramServicesAmt
Management And General	$1,706,062	ManagementAndGeneralAmt
Fundraising	$5	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$393,612	TotalAmt
Program Services	$22,052	ProgramServicesAmt
Management And General	$371,560	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$125,956	TotalAmt
Management And General	$125,956	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$646,675	TotalAmt
Fundraising	$646,675	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$11,857,947	TotalAmt
Management And General	$11,857,947	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$31,244,224	TotalAmt
Program Services	$29,592,739	ProgramServicesAmt
Management And General	$619,090	ManagementAndGeneralAmt
Fundraising	$1,032,395	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,283,664	TotalAmt
Program Services	$3,693,971	ProgramServicesAmt
Management And General	$526,987	ManagementAndGeneralAmt
Fundraising	$62,706	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,585,627	TotalAmt
Program Services	$14,426,951	ProgramServicesAmt
Management And General	$476,533	ManagementAndGeneralAmt
Fundraising	$682,143	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$13,956,873	TotalAmt
Program Services	$13,395,259	ProgramServicesAmt
Management And General	$485,943	ManagementAndGeneralAmt
Fundraising	$75,671	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$10,320	TotalAmt
Program Services	$10,320	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$41,771,407	TotalAmt
Program Services	$37,157,570	ProgramServicesAmt
Management And General	$4,340,395	ManagementAndGeneralAmt
Fundraising	$273,442	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$13,868,112	TotalAmt
Program Services	$13,412,112	ProgramServicesAmt
Management And General	$241,184	ManagementAndGeneralAmt
Fundraising	$214,816	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,639,167	TotalAmt
Program Services	$1,457,480	ProgramServicesAmt
Management And General	$100,928	ManagementAndGeneralAmt
Fundraising	$80,759	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$21,390,754	TotalAmt
Program Services	$21,390,754	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$41,131,006	TotalAmt
Program Services	$34,543,283	ProgramServicesAmt
Management And General	$6,241,828	ManagementAndGeneralAmt
Fundraising	$345,895	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,069,830	TotalAmt
Program Services	$3,060,397	ProgramServicesAmt
Management And General	$8,336	ManagementAndGeneralAmt
Fundraising	$1,097	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ALL OTHER EXPENSES	$23,519,920	$26,565,359	-$4,269,076	$1,223,637
BOOKS AND PERIODICALS	$7,734,713	$7,593,112	$85,188	$56,413
PUBLIC RELATIONS	$3,143,271	$2,494,243	$361,713	$287,315
PROPERTY COSTS	$2,658,674	$2,510,891	$115,822	$31,961

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$744,735,215	TotalAmt
Program Services	$680,414,893	ProgramServicesAmt
Management And General	$47,915,702	ManagementAndGeneralAmt
Fundraising	$16,404,620	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$116,066,934	BOYAmt
EOY	$71,030,297	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$135,927,461	BOYAmt
EOY	$120,361,033	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$136,194,056	BOYAmt
EOY	$125,787,889	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$105,951,301	BOYAmt
EOY	$141,280,975	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$5,731,464	BOYAmt
EOY	$5,425,313	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$291,572	BOYAmt
EOY	$326,790	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$24,619,048	BOYAmt
EOY	$11,177,704	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,536,536,687	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$493,417,806	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$992,910,322	BOYAmt
EOY	$1,043,118,881	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$456,931,683	BOYAmt
EOY	$718,289,926	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$907,896,645	BOYAmt
EOY	$1,037,527,285	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,887,280	BOYAmt
EOY	$7,658,121	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,884,407,766	BOYAmt
EOY	$3,281,984,214	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$150,255,449	BOYAmt
EOY	$247,077,044	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$35,707,346	BOYAmt
EOY	$45,446,030	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$559,212,982	BOYAmt
EOY	$648,218,534	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,105,000	BOYAmt
EOY	$3,543,622	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$106,301,559	BOYAmt
EOY	$210,592,740	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$854,582,336	BOYAmt
EOY	$1,154,877,970	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$698,720,430	BOYAmt
EOY	$651,150,244	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$619,890,000	BOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$711,215,000	BOYAmt
EOY	$1,475,956,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,029,825,430	BOYAmt
EOY	$2,127,106,244	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,884,407,766	BOYAmt
EOY	$3,281,984,214	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$105,825,103	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$8,544,289	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$111,212,720	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$118,282,772	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$111,010,601	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$78,130,337	CurrentTaxYearMinus1YearAmt
Current Tax Year	$96,821,224	CurrentTaxYearAmt
Total	$515,457,654	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$111,212,720	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$118,282,772	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$111,010,601	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$78,130,337	CurrentTaxYearMinus1YearAmt
Current Tax Year	$96,821,224	CurrentTaxYearAmt
Total	$515,457,654	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$515,457,654	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$41,799,854	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$29,361,761	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,302,409	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$30,873,411	CurrentTaxYearMinus1YearAmt
Current Tax Year	$32,062,893	CurrentTaxYearAmt
Total	$162,400,328	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$7,864,219	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$412,825	CurrentTaxYearMinus1YearAmt
Total	$8,277,044	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$686,135,026	TotalSupportAmt
Gross Receipts Rltd Activities	$633,448,790	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.75120	PublicSupportCY170Pct
Public Support PY170	0.74120	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$125,956	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$125,956	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$736,041,714	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$736,167,670	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$99,761	CurrentYearMinus3Amt
Current Year Minus2	$91,703	CurrentYearMinus2Amt
Current Year Minus1	$96,934	CurrentYearMinus1Amt
Current Year	$125,956	CurrentYearAmt
Total	$414,354	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Funds And Other Accounts Held	2	FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Grants	$1,535,538	FundsAndOtherAccountsGrantsAmt
Funds And Other Accounts Vl EOY	$34,442,480	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$76,172	RevenuesIncludedAmt
Assets Included	$63,050,418	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	EDUCATIONAL PROGRAMMING	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,505,303,167	BeginningYearBalanceAmt
Contributions	$34,910,442	ContributionsAmt
Investment Earnings Or Losses	$163,004,119	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,590,804	GrantsOrScholarshipsAmt
Other Expenditures	$46,020,912	OtherExpendituresAmt
Administrative Expenses	$22,373,528	AdministrativeExpensesAmt
End Year Balance	$1,619,232,484	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,383,980,715	BeginningYearBalanceAmt
Contributions	$27,950,856	ContributionsAmt
Investment Earnings Or Losses	$176,705,502	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,742,626	GrantsOrScholarshipsAmt
Other Expenditures	$45,917,433	OtherExpendituresAmt
Administrative Expenses	$21,673,847	AdministrativeExpensesAmt
End Year Balance	$1,505,303,167	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,505,296,161	BeginningYearBalanceAmt
Contributions	$44,077,815	ContributionsAmt
Investment Earnings Or Losses	-$82,621,385	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,102,284	GrantsOrScholarshipsAmt
Other Expenditures	$44,572,939	OtherExpendituresAmt
Administrative Expenses	$23,096,653	AdministrativeExpensesAmt
End Year Balance	$1,383,980,715	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.06450	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.93550	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$114,695,486	OtherCostOrOtherBasisAmt
Book Value	$114,695,486	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,146,790,188	OtherCostOrOtherBasisAmt
Depreciation	$372,963,249	DepreciationAmt
Book Value	$773,826,939	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$163,956,112	OtherCostOrOtherBasisAmt
Depreciation	$75,060,433	DepreciationAmt
Book Value	$88,895,679	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$111,094,901	OtherCostOrOtherBasisAmt
Depreciation	$45,394,124	DepreciationAmt
Book Value	$65,700,777	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,043,118,881	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (12 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY FUNDS WITHOUT DAILY LIQUIDITY	$396,506,125	C
DIVERSIFYING STRATEGIES FUNDS	$283,822,227	C
PRIVATE EQUITY FUNDS	$182,586,826	C
REVERSE REPURCHASE AGREEMENTS	$100,778,738	C
VENTURE CAPITAL	$25,604,857	C
FUNDS HELD IN TRUST BY OTHERS	$20,859,266	F
EQUITY METHOD INVESTMENTS	$9,768,429	F
FIXED INCOME FUNDS WITHOUT DAILY LIQ	$9,118,890	C
PARTNERSHIP INVESTMENTS - REAL EST	$6,831,873	C
PARTNERSHIP INVESTMENTS - TIMBER	$1,649,857	C
MINERAL RIGHTS	$189	C
OTHER INVESTMENTS	$8	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,037,527,285	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
TAXABLE BONDS PAYABLE	$197,522,466
US GOVERNMENT STUDENT LOAN ADVANCES	$8,892,000
DEPOSITS	$4,178,274

Field	Value	IRS element (for citing)
Total Liability	$210,592,740	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4	IN ACCORDANCE WITH DONOR RESTRICTIONS, ENDOWMENT FUNDS ARE USED TO SUPPORT SCHOLARSHIPS, FELLOWSHIPS AND OTHER STUDENT AID; FACULTY AND ACADEMIC PROGRAM SUPPORT; TECHNOLOGY AND LIBRARY RESOURCES AS WELL AS FACILITY MAINTENANCE.
SCHEDULE D, PAGE 3, PART X	THE CONSOLIDATED FINANCIAL STATEMENTS FOR SOUTHERN METHODIST UNIVERSITY AND SUPPORTING ORGANIZATIONS INCLUDED THE FOLLOWING FOOTNOTE: THE UNIVERSITY COMPLIES WITH THE REQUIREMENTS OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN ADDITION, ASC 740 PROVIDES GUIDANCE ON RECOGNITION, CLASSIFICATION, AND ACCOUNTING IN INTERIM PERIODS AND DISCLOSURE REQUIREMENTS FOR UNCERTAIN TAX PROVISIONS. THE UNIVERSITY AND ITS CONTROLLED CORPORATIONS DO NOT HAVE ANY UNCERTAIN TAX POSITIONS AND THEREFORE HAVE RECORDED NO LIABILITY OR BENEFIT FOR SUCH POSITIONS FOR THE YEARS ENDED MAY 31, 2018 AND 2017.
SCHEDULE D, PAGE 4, PART XIII	PART III, LINE 4 - COLLECTION AND RELATION TO EXEMPT PURPOSE THE MEADOWS MUSEUM AT SOUTHERN METHODIST UNIVERSITY HOUSES ONE OF THE LARGEST AND MOST COMPREHENSIVE COLLECTIONS OF SPANISH ART OUTSIDE OF SPAIN. WITH WORKS DATING FROM THE 10TH TO THE 21ST CENTURY, THE INTERNATIONALLY RENOWNED COLLECTION PRESENTS A BROAD SPECTRUM OF ART COVERING A THOUSAND YEARS OF SPANISH HERITAGE. THE MUSEUM IS A RESOURCE OF SOUTHERN METHODIST UNIVERSITY THAT SERVES A BROAD AND INTERNATIONAL AUDIENCE AS WELL AS THE UNIVERISITY COMMUNITY THROUGH MEANINGFUL EXHIBITIONS, PUBLICATIONS, WORKSHOPS, AND OTHER EDUCATIONAL PROGRAMS AND ECOURAGES PUBLIC PARTICIPATION THROUGH A BROAD-BASED MEMBERSHIP. PART V: THE ENDOWMENT MARKET VALUES REPORTED IN THIS SECTION DO NOT INCLUDE PLEDGES RECEIVABLE WHICH ARE INCLUDED FOR FINANCIAL STATEMENT PURPOSES IN COMPLIANCE WITH SFAS NO. 116. PLEDGES DO NOT GENERATE INCOME FOR SPENDING AND NORMALLY ARE NOT INCLUDED WHEN THE UNIVERSITY REPORTS ENDOWMENT FUND MARKET VALUE FOR PURPOSES OTHER THAN THE FINANCIAL STATEMENTS AND ARE NOT INCLUDED HERE. THE UNIVERSITY HAS ELECTED TO REPORT MARKETABLE SECURITIES, EQUITY METHOD INVESTMENTS, AND FUNDS HELD IN TRUST AT FAIR VALUE FOR FINANCIAL STATEMENT PURPOSES. THE UNIVERSITY HAS NOT ELECTED TO REPORT OTHER ASSETS AT FAIR VALUE FOR FINANCIAL STATEMENT PURPOSES, AND ACCORDINGLY, NEITHER THE UNREALIZED GAINS AND LOSSES IN PRIOR YEARS, NOR THE GAINS IN FISCAL YEAR 2018 ARE REPORTED FOR FINANCIAL STATEMENT PURPOSES, EXCEPT IF THOSE WITH LOSSES ARE DETERMINED TO BE PERMANENT IMPAIRMENTS. AS OF MAY 31, 2018, THE UNIVERSITY HAS APPROXIMATELY 290 MILLION OF UNREALIZED GAINS THAT ARE REFLECTED HERE BUT HAD NOT BEEN RECOGNIZED IN ITS FINANCIAL STATEMENTS. PART I, LINE 4: THE AMOUNT SHOWN REPRESENTSTHE FAIR VALUE AT THE END OF THE YEAR. THIS VALUE IS DIFFERENT FROM THE AMOUNT REPORTED ON THE 990 BECAUSE THE UNIVERSITY DOES NOT RECORD ALL POOL INVESTMENTS AT FAIR VALUE. FORM 990 PART X, LINES 27-29: SMU ADOPTED ASU 2016-14 IN THE YEAR ENDING MAY 31, 2018. UNRESTRICTED NET ASSETS INCLUDE ALL NET ASSET CLASSIFIED AS "NET ASSET WITHOUT DONOR RESTRICTIONS" IN ACCORDANCE WITH ASC 958. PERMANENTLY RESTRICTED NET ASSETS INCLUDE ALL NET ASSETS CLASSIFIED AS "NET ASSETS WITH DONOR RESTRICTIONS" IN ACCORDANCE WITH ASC 958.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, LINE 3	THE SOUTHERN METHODIST UNIVERSITY NONDISCRIMINATION STATEMENT APPEARS ON THE UNIVERSITY'S WEBSITE AND IN ELECTRONIC AND PRINTED MATERIALS, SUCH AS THE STUDENT HANDBOOK, ADMISSION BROCHURES, ADVERTISEMENTS, ETC.
SCHEDULE E, LINE 6	THE UNIVERSITY PARTICIPATES IN THE FEDERAL PERKINS LOAN PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT; FEDERAL WORK-STUDY PROGRAM, FEDERAL PELL GRANT, WILLIAM D. FORD FEDERAL DIRECT LOAN PROGRAM, TEXAS TUITION EQUALIZATION GRANT, TEXAS B-ON-TIME PROGRAM, AND TEXAS COLLEGE ACCESS LOAN PROGRAM AND RECEIVED FEDERAL AND STATE FUNDING FOR RESEARCH GRANTS AND CONTRACTS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (58 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	STUDY ABROAD	$31,909
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$408,080,610
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RECRUITING	$5,920	9
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RESEARCH	$50,986
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	CONFERENCE	$5,421
CENTRAL AMERICA AND THE CARIBBEAN	PROGARAM SERVICES	TEACHING	$37,577
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	TEACHING/RECRUITING	$21,050
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RECRUITING	$58,530
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	CONFERENCE	$56,989
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STUDY ABROAD	$248,517
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RESEARCH	$307,366
EAST ASIA AND THE PACIFIC	FUNDRAISING	FUNDRAISING	$19,720
EUROPE	FUNDRAISING	ALUMNI REL/FUNDRAIS	$28,895
EUROPE	PROGRAM SERVICES	STUDENT COMPETITION	$139
EUROPE	PROGRAM SERVICES	PUBLIC RELATIONS	$18,184
EUROPE	PROGRAM SERVICES	STUDY ABROAD	$2,921,054		4
EUROPE	PROGRAM SERVICES	RECRUITING	$71,499
EUROPE	PROGRAM SERVICES	EXHIBIT PREPARATION	$100,875
EUROPE	PROGRAM SERVICES	CONFERENCE	$141,671
EUROPE	INVESTMENTS		$46,802,841
EUROPE	PROGRAM SERVICES	RESEARCH	$468,307		4
EUROPE	PROGRAM SERVICES	LECTURE/PRESENTATION	$1,860
EUROPE	PROGRAM SERVICES	TEACHING	$195,468
EUROPE	PROGRAM SERVICES	ART	$121,161
EUROPE	PROGRAM SERVICES	CONSULTING	$38,764
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	CONFERENCE	$2,880
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RECRUITING	$6,202
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	STUDY ABROAD	$162,633
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RESEARCH	$22,676
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	TEACHING	$643
NORTH AMERICA	PROGRAM SERVICES	CONFERENCE	$69,575
NORTH AMERICA	FUNDRAISING	ALUMNI REL/FUNDRAIS	$7,491
NORTH AMERICA	PROGRAM SERVICES	STUDY ABROAD	$256,002
NORTH AMERICA	PROGRAM SERVICES	RESEARCH	$7,657
NORTH AMERICA	PROGRAM SERVICES	LECTURE/PRESENTATION	$3,932
NORTH AMERICA	INVESTMENTS		$43,188,627
NORTH AMERICA	PROGRAM SERVICES	RECRUITING	$66,683
NORTH AMERICA	PROGRAM SERVICES	EXHIBIT PREPARATION	$2,421
NORTH AMERICA	PROGRAM SERVICES	COMPETITION	$18,452
NORTH AMERICA	PROGRAM SERVICES	CONSULTING	$5,401
NORTH AMERICA	PROGRAM SERVICES	PROGRAM DEVELOPMENT	$22,707
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	CONFERENCE	$997
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	STUDY ABROAD	$800
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	RESEARCH	$35
RUSSIA AND THE NEIGHBORING STATES	PROGRAM SERVICES	RECRUITING	$391
SOUTH AMERICA	PROGRAM SERVICES	CONFERENCE	$41
SOUTH AMERICA	PROGRAM SERVICES	LECTURE/PRESENTATION	$998
SOUTH AMERICA	PROGRAM SERVICES	STUDY ABROAD	$201,357
SOUTH AMERICA	PROGRAM SERVICES	RESEARCH	$888
SOUTH AMERICA	PROGRAM SERVICES	RECRUITING	$17,928
SOUTH ASIA	PROGRAM SERVICES	CONFERENCE	$1,982
SOUTH ASIA	PROGRAM SERVICES	RECRUITING	$28,123
SOUTH ASIA	PROGRAM SERVICES	RESEARCH	$38,499
SUB-SAHARAN AFRICA	PROGRAM SERVICES	CONFERENCE	$3,287
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RESEARCH	$23,946
SUB-SAHARAN AFRICA	PROGRAM SERVICES	STUDY ABROAD	$62,847
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RECRUITING	$39,948
SUB-SAHARAN AFRICA	PROGRAM SERVICES	TEACHING	$3,704

Field	Value	IRS element (for citing)
Subtotal Offices	9	SubtotalOfficesCnt
Subtotal Employees	4	SubtotalEmployeesCnt
Continuation Total Employee	4	ContinuationTotalEmployeeCnt
Total Office	9	TotalOfficeCnt
Total Employee	8	TotalEmployeeCnt
Subtotal Spent	$411,964,366	SubtotalSpentAmt
Continuation Spent	$92,140,700	ContinuationSpentAmt
Total Spent	$504,105,066	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE F, PAGE 1, PART I, LINE 3

CENTRAL AMERICA AND THE CARIBBEAN 31,909 0 CENTRAL AMERICA AND THE CARIBBEAN 0 408,080,610 CENTRAL AMERICA AND THE CARIBBEAN 5,920 0 CENTRAL AMERICA AND THE CARIBBEAN 50,986 0 CENTRAL AMERICA AND THE CARIBBEAN 5,421 0 CENTRAL AMERICA AND THE CARIBBEAN 37,577 0 EAST ASIA AND THE PACIFIC 21,050 0 EAST ASIA AND THE PACIFIC 58,530 0 EAST ASIA AND THE PACIFIC 56,989 0 EAST ASIA AND THE PACIFIC 248,517 0 EAST ASIA AND THE PACIFIC 307,366 0 EAST ASIA AND THE PACIFIC 19,720 0 EUROPE 28,895 0 EUROPE 139 0 EUROPE 18,184 0 EUROPE 2,921,054 0 EUROPE 71,499 0 EUROPE 100,875 0 EUROPE 141,671 0 EUROPE 0 46,802,841 EUROPE 468,307 0 EUROPE 1,860 0 EUROPE 195,468 0 EUROPE 121,161 0 EUROPE 38,764 0 MIDDLE EAST AND NORTH AFRICA 2,880 0 MIDDLE EAST AND NORTH AFRICA 6,202 0 MIDDLE EAST AND NORTH AFRICA 162,633 0 MIDDLE EAST AND NORTH AFRICA 22,676 0 MIDDLE EAST AND NORTH AFRICA 643 0 NORTH AMERICA 69,575 0 NORTH AMERICA 7,491 0 NORTH AMERICA 256,002 0 NORTH AMERICA 7,657 0 NORTH AMERICA 3,932 0 NORTH AMERICA 0 43,188,627 NORTH AMERICA 66,683 0 NORTH AMERICA 2,421 0 NORTH AMERICA 18,452 0 NORTH AMERICA 5,401 0 NORTH AMERICA 22,707 0 RUSSIA AND THE NEIGHBORING STATES 997 0 RUSSIA AND THE NEIGHBORING STATES 800 0 RUSSIA AND THE NEIGHBORING STATES 35 0 RUSSIA AND THE NEIGHBORING STATES 391 0 SOUTH AMERICA 41 0 SOUTH AMERICA 998 0 SOUTH AMERICA 201,357 0 SOUTH AMERICA 888 0 SOUTH AMERICA 17,928 0 SOUTH ASIA 1,982 0 SOUTH ASIA 28,123 0 SOUTH ASIA 38,499 0 SUB-SAHARAN AFRICA 3,287 0 SUB-SAHARAN AFRICA 23,946 0 SUB-SAHARAN AFRICA 62,847 0 SUB-SAHARAN AFRICA 39,948 0 SUB-SAHARAN AFRICA 3,704 0

SCHEDULE F, PAGE 5, PART V

PART I, LINE 3: THE UNIVERSITY ACCOUNTS FOR ALL EXPENDITURES ON AN ACCRUAL BASIS AND MAKES ALL REIMBURSEMENTS UNDER AN ACCOUNTABLE PLAN.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ LLC
1025 KIRKWOOD PARKWAY SW	CEDAR RAPIDS	IA	52404	TELEMARKET	false	$406,860	$404,435	$2,425
MARTS LUNDY INC
1200 WALL STREET WEST	LYNDHURST	NJ	07071	CONSULTING	false		$68,097	-$68,097

Field	Value	IRS element (for citing)
Total Gross Receipts	$406,860	TotalGrossReceiptsAmt
Total Retained By Contractors	$472,532	TotalRetainedByContractorsAmt
Total Net To Organization	-$65,672	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	TATE LECTURE SE	Event1Nm
Gross Receipts Event1	$1,887,843	GrossReceiptsEvent1Amt
Charitable Contri Event1	$724,434	CharitableContriEvent1Amt
Gross Revenue Event1	$1,163,409	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$102,628	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$109,779	FoodAndBeverageEvent1Amt
Entertainment Event1	$554,608	EntertainmentEvent1Amt
Other Direct Expenses Event1	$469,292	OtherDirectExpensesEvent1Amt
Event2	MEDAL OF FREEDO	Event2Nm
Gross Receipts Event2	$745,750	GrossReceiptsEvent2Amt
Charitable Contri Event2	$732,250	CharitableContriEvent2Amt
Gross Revenue Event2	$13,500	GrossRevenueEvent2Amt
Food And Beverage Event2	$2,888	FoodAndBeverageEvent2Amt
Entertainment Event2	$3,357	EntertainmentEvent2Amt
Other Events Total	10	OtherEventsTotalCnt
Gross Receipts Other Events	$2,064,064	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$1,209,432	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$854,632	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$176	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$33,503	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$545,536	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$492,584	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$473,277	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$4,697,657	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,666,116	CharitableContributionsTotAmt
Gross Revenue Total Events	$2,031,541	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$176	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$136,131	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$658,203	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$1,050,549	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$942,569	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$2,787,628	DirectExpenseSummaryEventsAmt
Net Income Summary	-$756,087	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART IV	FormAndLineReferenceDesc
Explanation	DURING FISCAL YEAR 2018, RUFFALO NOEL LEVITZ LLC PROVIDED TELEMARKETING SERVICES. THE TOTAL 404,435 FUNDRAISING FEES REPORTED ON PART I FOR RUFFALO NOEL LEVITZ LLC INCLUDES 396,638 OF SERVICE FEE CHARGES AND 7,798 OD MAILING/POSTAGE CHARGES THAT WERE SEPERATELY IDENTIFIED AS SUCH IN THE INVOICES DURING FISCAL YEAR 2018, MARTS & LUNDY INC. PROVIDED ADVANCEMENT AND CONSULTING SERVICES FOR THE DEVELOPMENT PROGRAM OF THE UNIVERSITY.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
THE DALLAS HOLOCAUST MUSEUMCENTER
211 N RECORD ST STE 100	DALLAS	TX	75202	752113723	501C3	$5,500	EVENT SPONSORSHIP
COMMUNITIES FOUNDATION OF TX
5500 CARUTH HAVEN LANE	DALLAS	TX	75225	750964565	501C3	$10,000	PROGRAM SUPPORT
DALLAS STREET CHOIR
401 DALLAS FORT WORTH TP 222052	DALLAS	TX	75222	474702050	501C3	$6,700	PROGRAM SUPPORT
AMERICAN CANCER SOCIETY
8900 CARPENTER FWY	DALLAS	TX	75247	131788491	501C3	$6,000	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	6	Total501c3OrgCnt

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

Grant TypeGrantTypeTxt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
STUDENT TUITION GRANTS	$7,072,289	$180,638,329	BOOK	TUITION, FEES,
AND SCHOLARSHIPS				ROOM AND BOARD
				ALLOWANCES

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY PROVIDES FINANCIAL AID TO STUDENTS TO ENABLE THEM TO ATTEND THE UNIVERSITY. ALL FINANCIAL AID RECIPIENTS ARE SELECTED ON AN EQUAL OBJECTIVELY DETERMINABLE BASIS WITH OTHER RECIPIENTS. THAT IS, ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BASED ON THE UNIVERSITY'S ASSESSMENT OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS. A LIST OF RECIPIENTS OF SCHOLARSHIPS AND FELLOWSHIPS IS MAINTAINED IN THE UNIVERSITY'S FINANCIAL AID OFFICE.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (true)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt
R GERALD TURNER
PRESIDENT/TRUSTEE	$798,170	$383,896	$83,281	$27,000	$164,343	$1,456,690
PAUL KRUEGER
PROFESSOR TRUSTEE	$133,818	$43,964	$2,050	$17,635	$30,014	$227,481
BRAD E CHEVES
VP DEVELOPMENT AND E	$441,393	$91,000	$27,921	$27,000	$22,589	$609,903
RAKESH DAHIYA
TREASURER	$402,679	$116,000	$20,585	$27,000	$23,387	$589,651
STEVEN CURRALL
PROVOST, VP ACAD AFF	$476,100	$5,000	$24,773	$27,000	$16,595	$549,468
CHRISTINE REGIS
VP BUSINESS AND FINA	$448,845	$30,500	$14,019	$27,000	$23,249	$543,613
PAUL WARD
VP LEGAL AFFAIRS AND	$369,593	$4,000	$17,684	$27,000	$18,935	$437,212
HAROLD STANLEY
VP / INTERIM PROVOST	$306,409	$6,000	$18,290	$27,000	$18,869	$376,568
JOANNE VOGEL
INTERIM VP STUD AFFA	$217,331	$5,111	$339	$22,173	$19,536	$264,490
KENECHUKWU MMEJE
VP STUDENT AFFAIRS	$121,356	$50,000	$22,259	$8,833	$11,017	$213,465
ALBERT NIEMI JR
DEAN	$435,316	$224,556	$10,225	$27,000	$22,321	$719,418
THOMAS DIPIERO
DEAN	$329,557	$4,287	$11,958	$27,000	$10,833	$383,635
MATTHEW MYERS
DEAN	$172,770		$9,456	$17,917	$15,344	$215,487
CHAD MORRIS
FOOTBALL COACH	$410,982	$1,665,278	$2,683	$27,000	$30,060	$2,136,003
TIMOTHY JANKOVICH
BASKETBALL COACH	$493,868	$1,439,167	$14,991	$27,000	$27,532	$2,002,558
WILLIAM DILLON
SR ASSOC DEAN BUSINE	$326,055	$256,054	$8,172	$27,000	$27,171	$644,452
JAMES LINCK
FINANCE DEPT CHAIR	$268,544	$311,600	$850	$27,000	$23,476	$631,470
RICHARD HART
ATHLETICS DIRECTOR	$464,781	$63,750	$7,106	$27,000	$27,451	$590,088
PAUL W LUDDEN
FORMER PROVOST	$366,243		$1,850	$27,000	$21,838	$416,931
THOMAS E BARRY
FORMER VP EXEC AFFAI	$120,581		$5,943	$12,208	$8,029	$146,761
PETER MOORE
FORMER INTERIM DEAN	$239,197	$2,498	$1,617	$24,200	$23,965	$291,477

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE J, PAGE 1, PART I, LINE 1A

CHARTER FLIGHT TRAVEL COSTS WERE INCURRED BY CHAD MORRIS, AND TIMOTHY JANKOVICH. THE UNIVERSITY'S TRAVEL POLICY PROVIDES THAT EXPENSES INCURRED BY SPOUSES ARE NOT REIMBURSABLE UNLESS THE SPOUSE IS TRAVELING FOR A BONA FIDE BUSINESS PURPOSE AND THE TRAVEL HAS BEEN APPROVED. ANY EXCEPTIONS TO THE POLICY REQUIRE APPROVAL BY THE APPROPRIATE UNIVERSITY OFFICER. ALL SPOUSAL TRAVEL IS PROCESSED UNDER THE PROVISIONS OF THE TAX DEPARTMENT'S SPOUSAL TRAVEL POLICY WHICH PROVIDES FOR EVALUATING THE TAXABLE COMPONENT, IF ANY, OF THE TRAVEL AND THE APPROPRIATE TAX TREATMENT AND REPORTING. ALL SPOUSAL TRAVEL REGARDING PRESIDENT TURNER ALSO REQUIRES THE REVIEW AND APPROVAL OF THE BOARD OF TRUSTEES AUDIT COMMITTEE CHAIR. APPROPRIATE APPROVALS IN ACCORDANCE WITH POLICY ARE REQUIRED PRIOR TO REIMBURSEMENT. SPOUSAL TRAVEL EXPENSES WERE PAID AND WERE REPORTED AS TAXABLE COMPENSATION FOR R GERALD TURNER, BRAD CHEVES, AND STEVEN CURRALL. THE PRESIDENT IS REQUIRED, UNDER HIS EMPLOYMENT CONTRACT, TO RESIDE IN THE UNIVERSITY PROVIDED RESIDENCE. THERE IS A POLICY REGARDING REVIEW/APPROVAL OF SOCIAL CLUB DUES. THE UNIVERSITY HAS ESTABLISHED A REPORTING PERIOD OF NOVEMBER 1 THROUGH OCTOBER 31 FOR REPORTING PERSONAL USE OF A CLUB AND CALCULATING THE PERSONAL PORTION OF DUES THAT SHOULD BE REPORTED AS TAXABLE INCOME. ANY PERSONAL CHARGES AT SOCIAL CLUBS ARE REIMBURSED TO THE UNIVERSITY WHEN THE BILLING IS RECEIVED, PRIOR TO PAYMENT. THE EMPLOYEES WHO HAD PERSONAL AMOUNTS REPORTED AS TAXABLE COMPENSATION RELATED TO SOCIAL CLUB DUES ARE R GERALD TURNER, BRAD CHEVES, MATTHEW MYERS AND TIMOTHY JANOKOVICH. THE UNIVERSITY PROVIDES SERVICES SUCH AS LANDSCAPING AND RESIDENTIAL REPAIRS AND MAINTENANCE FOR THE PRESIDENT'S RESIDENCE, CONSIDERING THEM NECESSARY AND APPROPRIATE FOR HIS USE OF THE FACILITY FOR BUSINESS FUNCTIONS AS THE RESIDENCE IS A UNIVERSITY OWNED ASSET. THE PERCENTAGE OF THE MAID'S COMPENSATION AND BENEFITS RELATED TO PERSONAL SERVICES WAS REPORTED AS TAXABLE COMPENSATION TO R GERALD TURNER.

SCHEDULE J, PAGE 1, PART I, LINE 5A

PART I, LINE 5A - COMPENSATION CONTINGENT UPON REVENUES OF ORGANIZATION THERE IS ONE PERSON LISTED IN FORM 990, PART VII, WHO RECEIVED AN INCENTIVE COMPENSATION BONUS. THE ELIGIBILITY FOR AND THE AMOUNT OF THE PAYMENT IS DETERMINED BY TWO COMPONENTS: A QUANTITATIVE MEASURE OF THE PERFORMANCE OF THE UNIVERSITY'S INVESTMENT POOL AGAINST AN APPROPRIATE BENCHMARK AND A QUALITATIVE MEASURE BASED ON FACTORS SUCH AS RISK MITIGATION, QUALITY OF DECISION MAKING AND CONTRIBUTIONS TO ADVANCEMENT OF THE ENDOWMENT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
2007 SOUTHWEST HIGHER EDUCATION
A	521442059	845040GD0	2007-02-14	$100,890,740	ADVANCE REFUND & DEFEASE A PORTION	false	false	false
2009 SOUTHWEST HIGHER EDUCATION
B	521442059	845040HG2	2009-10-01	$162,035,907	FINANCE NEW MONEY PROJECTS AND CURRENTLY REFUND	Yes (true)	false	false
2010 SOUTHWEST HIGHER EDUCATION
C	521442059	845040JB1	2010-10-28	$124,998,461	FINANCE NEW MONEY PROJECTS.	Yes (true)	false	false
2013 SOUTHWEST HIGHER EDUCATION
D	521442059	845040JZ8	2013-04-16	$107,014,349	FINANCE NEW MONEY PROJECTS.	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Other Spent ProceedsOtherSpentProceedsAmt	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Bond DefeasedBondDefeasedAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Working Capital ExpendituresWorkingCapitalExpendituresAmt	UnspentUnspentAmt
A	$75,970,000	$114,937,923	$1,762,831	$922,858	$384,931	$113,630,133	false	Yes (true)	Yes (true)	Yes (true)
B	$29,500,000	$162,036,208		$1,236,365		$94,638,583	Yes (true)	false	Yes (true)	Yes (true)	$102,600,000	$66,161,260	2014
C	$9,030,000	$125,317,215		$1,091,820			false	false	Yes (true)	Yes (true)	$99,490,000	$124,225,377	2018	$18
D		$107,795,123		$820,533			false	false	false	Yes (true)		$104,675,059			$2,299,531

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01700	0.01700	false	false	Yes (true)
B	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00700	0.00700	false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	false		0.00200	0.00200	false	false	Yes (true)
D	false	false	false		false				false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
(no name)
A	false	Yes (true)	false	Yes (true)	false	false	false	false	Yes (true)
(no name)
B	false	false	false	Yes (true)	false	false	false	false	Yes (true)
(no name)
C	false	false	false	Yes (true)	false	false	false	false	Yes (true)
DEUTSCHE BANK
D	false	Yes (true)	false	Yes (true)	false	false	Yes (true)	false	Yes (true)	2.800000000000	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K - PURPOSE OF ISSUE DESCRIPTION	2007 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 1999A (1/20/99) AND 2002 (7/3/2002) BONDS. 2009 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS AND CURRENTLY REFUND THE 1999D (1/20/1999) AND THE 2006 (3/1/2006) BONDS. 2010 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS. 2013 SOUTHWEST HIGHER EDUCATION FINANCE NEW MONEY PROJECTS. 2016 SOUTHWEST HIGHER EDUCATION ADVANCE REFUND & DEFEASE A PORTION OF PRINCIPAL ON THE 2009 (10/1/09) BONDS. 2017 SOUTHWEST HIGHER EDUCATION UMB CURRENTLY REFUND A PORTION OF PRINCIPAL ON THE 2007 (2/14/07) BONDS.
SCHEDULE K - DATE REBATE COMPUTATION PERFORMED	2007 SOUTHWEST HIGHER EDUCATION 03/16/17 2009 SOUTHWEST HIGHER EDUCATION 10/01/14 2010 SOUTHWEST HIGHER EDUCATION 12/21/15 2013 SOUTHWEST HIGHER EDUCATION 05/17/18
SCHEDULE K - ADDITIONAL INFORMATION	2007 SOUTHWEST HIGHER EDUCATION PART I, LINE A, COLUMN (F)- ADVANCE REFUND PORTION OF PRIN 1999A (1/20/99) AND THE 2002 (7/3/02) BONDS. PART I, LINE B, COLUMN (F)- FINANCE NEW MONEY PROJECTS AND CURRENTLY REFUND 1999D (1/20/99) AND THE 2006 (3/1/06) BONDS. PART II, LINE 3, COLUMN ATOTAL PROCEEDS INCLUDES INTEREST ON ADVANCE REFUNDING EXCROW BEFORE ALL BONDS WERE CALLED 10/01/2012. PART II, LINE 3, COLUMN B, C, D, E & G TOTAL PROCEEDS INCLUDE INVESTMENT PROCEEDS. PART II, LINE 11, COLUMN A, B, E, F & G INCLUDES THE REFUNDING AMOUNTS AS OTHER UNSPENT PROCEEDS. PART II, LINE 13, COLUMN A, F & G THESE BONDS WERE REFUNDING BONDS. THERE WERE NO NEW PROJECTS FOR WHICH A YEAR OF SUBSTANTIAL COMPLETION WOULD NEED TO BE REPORTED. PART IV, LINE 2C, COLUMN A, B, C, & DDATE REBATE COMPUTATION PERFORMED 2007 SOUTHWEST HIGHER EDUCATION 2/14/2012 AND 3/16/2017 2009 SOUTHWEST HIGHER EDUCATION 10/1/2014 2010 SOUTHWEST HIGHER EDUCATION 12/21/2015 2013 SOUTHWEST HIGHER EDUCATION 5/17/2018 PART IV, LINE 5, COLUMN A, B, C, E, F & G THE UNIVERSITY DID NOT INVEST IN A GIC, HOWEVER, ANSWERS ARE PROVIDED AS THEY ARE REQUIRED BY THE IRS FOR FILING PURPOSES. PART IV, LINE 6, COLUMN D & E- THE UNIVERSITY REASONABLY EXPECTS TO MEET THE SPENDING REQUIREMENTS WITHIN THE REQUIRED TIMEFRAME.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$59,864	TUITION WAIVER	EDUCATION
$31,400	MERIT SCHOLARSHIP	EDUCATION

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART V	FormAndLineReferenceDesc
Explanation	SCHEDULE L, PART III THE AMOUNT REPORTED ON PART III, LINE 1(C) REPORTS TUITION WAIVERS GRANTED ON THE SAME BASIS AS TO ANY OTHER BENEFIT-ELIGIBLE EMPLOYEE. THE AMOUNT REPORTED ON PART III, LINE 2(C) REPORTS THE MERIT SCHOLARSHIPS AWARDED ON AN OBJECTIVE AND NON-DISCRIMINATORY BASIS BASED ON PRE-ESTABLISHED CRITERIA AND REVIEWED BY A SELECTION COMMITTEE.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	6	ContributionCnt
Noncash Contributions Rpt F990	$66,897	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$9,275	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	392	ContributionCnt
Noncash Contributions Rpt F990	$12,583,587	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1	NoncashContributionsRptF990Amt
Method Of Determining Revenues	SEE PART II	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$371,375	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET OR APPRAISAL	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	EQUIPMENT	9	$44,112	MARKET OR APPRAISAL
Yes (X)	EVENT TICKETS	677	$91,136	MARKET OR APPRAISAL
Yes (X)	EVENT EXPENSE	15	$56,256	MARKET OR APPRAISAL
Yes (X)	OTHER	62	$2,237,954	SEE PART II

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE M, PAGE 1, PART I, LINE 32B

SOUTHERN METHODIST UNIVERSITY HIRES EXTERNAL BROKERS AND APPRAISERS AS DEEMED APPROPRIATE.

SCHEDULE M, PAGE 2, PART II

PART 1, LINE 17, COL (D), REAL ESTATE - OTHER: CONSISTENT WITH UNIVERSITY'S PRACTICE FOR VALUATION OF MINERAL INTERESTS FOR FINANCIAL STATEMENTS' PRESENTATION. PART 1, LINE 28, OTHER - DETAIL COL (B) COL (C) PART 1, LINE 28, OTHER: LIVESTOCK 12 2,173,100 PART 1, LINE 28, OTHER: AUCTION 28 85 PART 1, LINE 28, OTHER: ARCHIVAL RECORDS 8 14,150 PART 1, LINE 28, OTHER: TRAVEL EXPENSE 4 35,380 PART 1, LINE 28, OTHER: NON CASH ASSETS 8 10,830 PART 1, LINE 28, OTHER: MUSICAL INSTRUMENTS 2 4,409 ====== == ======== TOTAL PART 1 LINE 28 62 2,237,954 PART 1, LINE 28, COL (D), OTHER: MARKET OR APPRAISAL PART 1, COLUMN B: THE NUMBERS SHOWN IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990	PART IV, LINE 12: THE UNIVERSITY DID NOT RECEIVE A SEPARATE AUDITED FINANCIAL STATEMENT. HOWEVER, THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS INCLUDING THE BALANCE SHEET AND RELATED STATEMENTS OF ACTIVITIES AND CASH FLOWS WERE AUDITED IN ACCORDANCE WITH GAAP AND WERE REPORTED ON A CONSOLIDATED BASIS. PART IV, LINE 24B: THE UNIVERSITY PLANS TO SPEND PROCEEDS WITHIN THE TEMPORARY PERIOD EXCEPTION, BUT IN CASES WHEN IT DOES NOT, IT PREPARES THE APPROPRIATE ARBITRAGE REPORTING AND REMITS ANY EXCESS EARNINGS OVER THE ARBITRAGE YIELD TO THE GOVERNMENT. PART IV, LINE 24C: THE UNIVERSITY RECEIVED IN A PRIOR YEAR A DONATION RESTRICTED FOR PROJECTS FUNDED BY BONDS WHICH IT PUT INTO ESCROW UNTIL THE EARLIEST REDEMPTION DATE.
FORM 990, PAGE 2, PART III, LINE 4D	ORGANIZED ACTIVITIES: ORGANIZED ACTIVITIES MAKE AVAILABLE TO THE PUBLIC VARIOUS RESOURCES THAT EXIST WITHIN THE UNIVERSITY SUCH AS SEMINARS, CONFERENCES AND CAMPS.
FORM 990, PART V, LINE 4B	UNITED KINGDOM, FRANCE
FORM 990, PART VI	SECTION B, LINE 14: SOUTHERN METHODIST UNIVERSITY DOES NOT HAVE A UNIVERSITY-WIDE RETENTION POLICY, BUT DEPARTMENTS WITHIN THE UNIVERSITY HAVE RETENTION AND DOCUMENT DESTRUCTION POLICIES THAT REFLECT LEGISLATIVE OR OTHER LEGAL REQUIREMENTS AND GOOD BUSINESS PRACTICES.
FORM 990, PAGE 6, PART VI, LINE 2	R. GERALD TURNER RAY HUNT PRESIDENT TRUSTEE BUSINESS RELATIONSHIP JEANNE PHILLIPS RAY HUNT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP
FORM 990, PAGE 6, PART VI, LINE 7B	PURSUANT TO THE RESTATED ARTICLES OF INCORPORATION OF SMU, CAMPUS PROPERTY MAY BE SOLD OR LEASED ONLY WITH THE CONSENT OF THE SOUTH CENTRAL JURISDICTIONAL CONFERENCE OF THE UNITED METHODIST CHURCH.
FORM 990, PAGE 6, PART VI, LINE 11B	THE COMPLETED FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AT A REGULARLY SCHEDULED MEETING SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY THE COMMITTEE. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE ARE ADDRESSED BY THE UNIVERSITY AND INCORPORATED INTO THE FORM 990 AS REQUIRED. THE CHAIR OF THE AUDIT COMMITTEE REPORTS ON THIS REVIEW TO THE FULL BOARD OF TRUSTEES AT THE NEXT REGULAR MEETING OF THE BOARD OF TRUSTEES. THE CHAIR OF THE AUDIT COMMITTEE INSTRUCTS THE MEMBERS OF THE BOARD ON HOW TO ACCESS THE FORM 990 ON A SECURE WEBSITE AND ENCOURAGES ANY TRUSTEE WITH QUESTIONS TO CONTACT THE VICE PRESIDENT FOR BUSINESS AND FINANCE. ALL BOARD MEMBERS ALSO RECEIVE AN EMAIL CONTAINING INSTRUCTIONS ON HOW TO ACCESS THE FORM 990 PRIOR TO THE IRS FILING DEADLINE.
FORM 990, PAGE 6, PART VI, LINE 12C	PURSUANT TO THE SMU CONFLICT OF INTEREST POLICY RELATING TO TRUSTEES, MEMBERS OF BOARD COMMITTEES, EXECUTIVE OFFICERS, AND DEANS, EACH COVERED PERSON COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THESE DISCLOSURES ARE REVIEWED BY A BOARD OF TRUSTEES CONFLICTS COMMITTEE. THE COMMITTEE REVIEWS THE MATERIAL FACTS AND DECIDES WHETHER SUCH FACTS GIVE RISE TO CONFLICTS OF INTEREST AND, IF SO, WHETHER SUCH CONFLICTS OF INTEREST SHOULD BE APPROVED OR DISAPPROVED. WITH RESPECT TO ANY OTHER SMU EMPLOYEES WITH AUTHORITY TO SIGN CONTRACTS OR WHO OTHERWISE PLAY A SUBSTANTIVE ROLE IN THE CONTRACT APPROVAL PROCESS FOR FINANCIAL AND OTHER COMMERCIAL COMMITMENTS OF THE UNIVERSITY, EACH SUCH PERSON MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THESE DISCLOSURES ARE REVIEWED BY THE GENERAL COUNSEL. UPON REVIEW OF ALL MATERIAL FACTS, THE GENERAL COUNSEL MUST DECIDE WHETHER SUCH FACTS GIVE RISE TO CONFLICTS OF INTEREST AND, IF SO, WHETHER SUCH CONFLICTS OF INTEREST SHOULD BE APPROVED OR DISAPPROVED. THE GENERAL COUNSEL PROVIDES A WRITTEN REPORT OF ALL SUCH DETERMINATIONS TO THE BOARD CONFLICTS COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 15A	PURSUANT TO THE COMPENSATION COMMITTEE CHARTER ADOPTED BY THE SMU BOARD OF TRUSTEES, THE COMPENSATION COMMITTEE OF THE SMU BOARD OF TRUSTEES CONSISTS ENTIRELY OF OUTSIDE AND INDEPENDENT MEMBERS OF THE BOARD. THE COMMITTEE MAKES COMPENSATION DECISIONS BASED UPON APPROPRIATE COMPARABILITY DATA AND INCLUDES THE ADVICE OF AN INDEPENDENT COMPENSATION CONSULTANT AND CONTEMPORANEOUS DOCUMENTATION OF THE COMPENSATION DECISIONS. THE COMPENSATION COMMITTEE HAS ALL OF THE POWERS OF THE FULL BOARD IN MATTERS OF COMPENSATION OF CORPORATE OFFICERS; THE COMPENSATION COMMITTEE MUST REPORT ANY ACTION TAKEN BY THE COMMITTEE TO THE BOARD OF TRUSTEES AT THE BOARD'S NEXT MEETING.
FORM 990, PAGE 6, PART VI, LINE 15B	SEE ANSWER IN PART VI, LINE 15A.
FORM 990, PAGE 6, PART VI, LINE 17	MISSISSIPPI, MISSOURI, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, NORTH CAROLINA, NORTH DAKOTA, OHIO, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WEST VIRGINIA, WISCONSIN
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, LINE 18 - ALL REQUESTS FOR COPIES OF FORM 990 AND 990-T ARE REVIEWED AND PROCESSED BY THE TAX DEPARTMENT OF SOUTHERN METHODIST UNIVERSITY. UPON RECEIVING A WRITTEN REQUEST, THE UNIVERSITY PROVIDES A COPY OF THE REQUESTED DOCUMENTATION WITHIN 30 DAYS FROM THE DATE OF RECEIPT. IF THE REQUEST IS MADE IN PERSON, THE UNIVERSITY PROVIDES THE COPIES ON THE DAY OF THE REQUEST, UNLESS UNUSUAL CIRCUMSTANCES PREVENT THIS IN WHICH CASE THE REQUESTED DOCUMENTATION IS PROVIDED WITHIN FIVE DAYS AFTER THE DATE OF THE REQUEST.
FORM 990, PART XI	THE AUDIT COMMITTEE FOR SOUTHERN METHODIST UNIVERSITY, THE SUPPORTED ORGANIZATION, IS RESPONSIBLE FOR REVIEWING THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND ACCOMPANYING FOOTNOTES. DURING THE AUDIT COMMITTEE MEETING, THE COMMITTEE MEMBERS ARE GIVEN AN OPPORTUNITY TO ASK QUESTIONS OF MANAGEMENT AND THE AUDIT FIRM. SIGNIFICANT TRANSACTIONS ARE HIGHLIGHTED IN THE EXECUTIVE SUMMARY PROVIDED TO THE COMMITTEE. FORM 990 PART X LINES 27-29: SMU ADOPTED ASU 2016-14 IN THE YEAR ENDING MAY 31, 2018. UNRESTRICTED NET ASSETS INCLUDE ALL NET ASSET CLASSIFIED AS "NET ASSET WITHOUT DONOR RESTRICTIONS" IN ACCORDANCE WITH ASC 958. PERMANENTLY RESTRICTED NET ASSETS INCLUDE ALL NET ASSETS CLASSIFIED AS "NET ASSETS WITH DONOR RESTRICTIONS" IN ACCORDANCE WITH ASC 958.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
PERUNA HOLDINGS CORPORATION
PO BOX 750261	DALLAS	TX	752750261	204039621	SUPPORTING	TX	509A3	12A	SMU	false
MUSTANG MOCKINGBIRD PROPERTIES
PO BOX 750261	DALLAS	TX	752750261	204216534	SUPPORTING	TX	509A3	12A	SMU	false
SOUTHERN METHODIST UNIVERSITY FOUND
PO BOX 750261	DALLAS	TX	752750261	200588905	SUPPORTING	TX	509A3	12A	SMU	false
SMU CORP
PO BOX 750261	DALLAS	TX	752750261	264739435	SUPPORTING	TX	501C3	12A	SMU	false
PERUNA EAST CORPORATION
PO BOX 750261	DALLAS	TX	752750261	454611768	SUPPORTING	TX	501C3	12A	SMU	false
SMU GOLF FOUNDATION
PO BOX 750261	DALLAS	TX	752750261	465131991	SUPPORTING	TX	501C3	12A	SMU	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	TRUST 7	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75275	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	TRUST	PrimaryActivitiesTxt
Legal Domicile State	TX	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SMU	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	TRUST	EntityTypeTxt
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

ALL TRANSACTIONS MARKED YES
ABOVE ARE WITH 501(C)(3)
ORGANIZATIONS