2025-04-10T16:12:38+00:00 2024-05-31 990 2023-06-01 204039621 Peruna Holdings Corporation PERU 3140 Dyer Street MS 261 Dallas TX 752750261 CHRISTINE REGIS PRESIDENT 2147682004 2025-04-10 2023 2025-03-06 01:10:19Z CHRISTINE REGIS PO Box 750261 Dallas TX 75275 2197318 false X X Supporting Organization for Southern Methodist University 5 0 0 0 0 0 0 2337164 2197318 0 0 2337164 2197318 0 0 0 0 0 526723 1509582 526723 1509582 1810441 687736 26177871 25467385 5561999 4163777 20615872 21303608 The organization's exempt purpose is to acquire, own and manage real estate adjacent to or in the near vicinity of the Southern Methodist University campus on behalf of Southern Methodist University. false false 1509582 2197318 Total Properties Owned: 1 Total Properties Rented: 1 1509582 true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false X 5 0 false false false false true false false true true false false true true true true true false false false false X TAX DEPARTMENT 2147682004 6116 N CENTRAL EXPRESSWAY STE1210 DALLAS TX 752750261 Brad Cheves VP and Asst Secretary 1.0 41.5 X X 0 716523 264385 Christine Regis President 1.0 40.5 X X 0 706629 85562 Mark Greim V.P. and Treasurer 1.0 39.5 X X 0 183576 43144 Paul Ward V.P. and Secretary 1.0 41.5 X X 0 655264 88352 0 2261992 481443 0 false true false 0 0 Rent 531120 2197318 2197318 0 0 0 0 2197318 0 0 0 0 0 0 0 0 0 2197318 2197318 0 0 0 0 0 0 730478 730478 710487 710487 Accretion 50482 50482 Consulting 18135 18135 0 0 0 0 1509582 1509582 0 0 0 0 0 0 34048969 8581584 26177871 25467385 0 0 0 0 26177871 25467385 5485097 3782986 0 0 76902 380791 5561999 4163777 20615872 21303608 20615872 21303608 26177871 25467385 687736 0 X false true X false X X 1 SOUTHERN METHODIST UNIVERSITY 750800689 2 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 15588490 15588490 16903701 8012563 8891138 1556778 569021 987757 25467385 380791 380791 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The consolidated financial statements for Southern Methodist University and supporting organizations included the following footnote: The University and its consolidated entities are exempt from federal income taxes except to the extent they have unrelated business income. In addition, there were no uncertain tax positions during the reporting periods. Accordingly, no tax liability or tax benefit is required under ASC 740, income taxes. false false false false false false false false false Paul Ward V.P. and Secretary 0 563849 0 75000 0 16415 0 63943 0 24409 0 743616 0 0 Brad Cheves VP and Asst Secretary 0 587015 0 91000 0 38508 0 172658 0 91727 0 980908 0 0 Christine Regis President 0 617806 0 75000 0 13823 0 63943 0 21619 0 792191 0 0 Mark Greim V.P. and Treasurer 0 179929 0 3000 0 647 0 18906 0 24238 0 226720 0 0 Form 990, Part VI, Line 6 Classes of members or stockholders Southern Methodist University is the sole member of the corporation. Form 990, Part VI, Line 11b Review of form 990 by governing body An electronic copy of the completed Form 990 is provided to the organization's governing body sufficiently in advance of the filing deadline for a detailed and conscientious review by all officers. All questions and concerns of the governing body are addressed and incorporated into the Form 990 as required. Form 990, Part VI, Line 12c Conflict of interest policy The conflict of interest information is gathered by and for Southern Methodist University (SMU), the sole member of the corporation. SMU's Conflict of Interest Policy applies to subsidiaries and affiliates of SMU. 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 a conflict of interest and, if so, whether such conflict 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 a conflict of interest and, if so, whether such conflict 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, Part VI, Line 19 Required documents available to the public The organization does not make its governing documents, conflict of interest policy and financial statements available to the public. Form 990 Part IV Line 28 Peruna Holdings Corporation is a supporting organization for Southern Methodist University. Some officers of Peruna Holdings Corporation are also officers of Southern Methodist University. Any transactions between Southern Methodist University and Peruna HoldingsCorporation are identified in Schedule R, Part V. Form 990 Part VI, Line 13 For FY 2024, whistleblowers would use the whistleblower policy of the sole member, Southern Methodist University. Line 15a and Line 15b - Peruna Holdings Corporation is a supporting organization for Southern Methodist University, a 501(c)(3) tax exempt organization. The officers receive employment compensation from Southern Methodist University. Form 990 Part VI, Line 11a Organization's Process to Review Form 990 An electronic copy of the completed Form 990 is provided to the organization's governing body sufficiently in advance of the filing deadline for a detailed and conscientious review by all officers. All questions and concerns of the governing body are addressed and incorporated into the Form 990 as required. Southern Methodist University 3140 Dyer Street MS261 Dallas TX 75275 750800689 Education TX 501(c)(3) 2 NA false Mustang Mockingbird Properties 3140 Dyer Street MS261 Dallas TX 75275 204216534 Supporting TX 501(c)(3) Type I NA false Peruna Holdings Corporation 3140 Dyer Street MS261 Dallas TX 75275 204039621 Supporting TX 501(c)(3) Type I NA false SMU Golf 3140 Dyer Street MS261 Dallas TX 75275 465131991 Supporting TX 501(c)(3) Type I NA false SMU Corp 3140 Dyer Street MS261 Dallas TX 75275 264739435 Supporting TX 501(c)(3) Type I NA false false false false false false false false false false false false false false true true false false false false Schedule R, Part V, Line 1 Line 1 The transactions marked yes in Schedule R, Part V are with 501 (c) (3) organizations