2012-04-11T16:15:45-05:00 2011-05-31 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2010-06-01 590624458 University of Miami UNIV 3052844877 PO Box 248106 Coral Gables FL 331242912 Theresa L Ashman 3052844877 2012-04-06 Allison H Franklin 3362753394 2012-04-11 2010 2016-02-24 21:20:13Z Donna E Shalala 1252 Memorial Dr Rm 230 CG FL 33146 2888828867 0 X WWW.MIAMI.EDU X 1925 FL The University is a private not-for-profit institution. Significant activities include: post-secondary education of a diverse student body, a comprehensive research program and healthcare system. 77 73 20961 1207 5873694 0 485983518 668320066 1886290770 2009017911 50847111 55716363 3736027 5771742 2426857426 2738826082 233525002 406854159 0 0 1326595754 1407496382 13560 13967 22475622 839339163 884179748 2399473479 2698544256 27383947 40281826 2982056030 3185707509 1623916810 1612169849 1358139220 1573537660 X The University of Miami's mission is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to our community and beyond. Committed to excellence and proud of the diversity of our University family, we strive to develop future leaders of our nation and the world. 0 0 991371744 363025047 567332982 See Schedule OInstruction, academic support, student services, scholarships and fellowships: The University of Miami (UM) is a private not-for-profit institution with more than 16,000 students. The University's 11 colleges and schools offer the following areas of study: 113 undergraduate, 102 master's, and 54 doctoral (50 research/scholarship and 4 professional practice).The School of Architecture, founded in 1983, offers accredited professional undergraduate and graduate degrees in architecture and post-graduate degrees in architecture, urban design and real estate development. New programs include the Certificate in Historic Preservation and the Certificate in Classical Architecture; the post-professional Master of Science in Architecture; and the Master of Real Estate Development and Urbanism (MRED+U), an interdisciplinary one-year graduate program that draws on the real-life experience of Developers-in-Residence and faculty support from the Schools of Business Administration and Law as well as Architecture.The College of Arts and Sciences enrolls over 4,100 undergraduate and over 650 graduate students in 20 departments and 8 interdisciplinary programs. Sixteen departments offer graduate degrees in the fine arts, natural sciences, humanities, and social sciences.The College of Engineering comprises five departments that offer degrees in aerospace, architectural, biomedical, civil, computer, electrical, environmental, industrial, and mechanical engineering, as well as engineering science. The College of Engineering offers a five-year B.S./M.S. degree program for our undergraduates, as well as traditional master's and doctoral degrees in a number of disciplines, with several specializations in each field of study. Consistent with the tradition of collaboration among the University of Miami schools and colleges, engineering students participate in a number of interdisciplinary programs, including partnerships between the biomedical engineering program and the School of Medicine (premedical concentration); the architectural engineering program and the School of Architecture; the audio engineering program and the School of Music; and the industrial engineering program and the School of Business Administration. Consisting of over 900 undergraduate students and over 200 graduate students, the College boasts an impressively diverse student body, consisting of students from 45 different countries and a 56% minority group including 34% Hispanic and 7% Black. Females represent 27% of the students (compared to an 18% national average, according to the most recent statistics from the American Society for Engineering Education).The School of Law presently enrolls nearly 1,500 candidates for either J.D., LL.M. or dual degrees, and has over 19,000 alumni worldwide. The J.D. program enrolls over 1,350 students from more than 365 colleges and universities throughout the United States. Of the entering J.D. students, approximately 43% are women, 30% are members of minority groups, and 48% are from outside Florida. Close to 50% speak more than one language. The School offers graduate programs in International Law (specializations in Inter-American Law, International Arbitration, International Law, and U.S. and Transnational Law for Foreign Lawyers), Ocean and Coastal Law, Taxation, Estate Planning, and Real Property Development, the latter offered online as well as on-campus. The graduate program in International Law and its four different specializations enroll over 50 foreign lawyers from nearly 30 nations. The School also offers several joint degree programs. It is the only law school to offer a J.D./Master's in Music Business, in addition to J.D./M.B.A., J.D./M.P.S. in Marine Affairs, J.D./M.P.H. in Public Health, J.D./M.A. in Law and Communications, J.D./LL.M. in Tax, International Law, Ocean and Coastal Law, or Real Property Development, and a J.D./M.B.A./LL.M. in Tax. The School is regularly ranked among the top law schools by Hispanic Business Magazine and U.S. News and World Report for Tax Programs, and its alumni are regularly featured in Super Lawyers Magazine.The Leonard M. Miller School of Medicine has grown rapidly in both size and reputation, earning international acclaim for research, clinical care, and biomedical innovations. The school has nearly 1,500 full-time clinical and basic science faculty members and an additional 1,350 professionals from the community serving as voluntary faculty in various departments. Along with the M.D. degree, the school offers two specialized B.S./M.D. programs, a combined M.D./Ph.D. program, an M.D./M.B.A. program, a newly created M.D./M.P.H. program, graduate degrees in ten areas, postdoctoral programs, and continuing medical education courses. 380294098 30583470 143388898 See Schedule OResearch and Public Service:UM has been classified by the Carnegie Commission as a Very High Research University. The School of Architecture has expanded its focus to several new areas. These include health and the built environment, with health care design studios and courses and a continuing research partnership with faculty in the Miller School of Medicine; tropical and subtropical coastal design, building on faculty experience in locations such as Santo Domingo, Mumbai, Cape Town, and Barranquilla.The College of Arts and Sciences provides numerous community outreach activities, including student musical theatre and drama productions at the Jerry Herman Ring Theatre and Alvin Sherman Family Stage; student, faculty, and visiting artist exhibitions in the College of Arts and Sciences Gallery and the Project Space in the design district of downtown Miami; lectures and other educational programs sponsored by the Center for the Humanities; volunteer activities in the public schools, hospitals and community clinics for developmentally disabled children; technology workshops for Miami-Dade public school teachers sponsored by the Department of Modern Languages Laboratory; and a series of programs, hosted by several departments and funded by various federal agencies and private foundations, to enhance the diversity of students pursuing scientific careers through research opportunities for pre-college and undergraduate students; and career development opportunities for high-school and community-college faculty.The School of Law offers numerous domestic and international externship programs and foreign exchange programs in Germany, Switzerland, Israel, Ireland, Brazil, and France. The School's award-winning clinics, currently eleven focusing on different areas of the law, offer exceptional training grounds and give students practical, hands-on lawyering while also helping needy and underrepresented individuals. The School is also home to LawWithoutWalls (LWOW), an innovative academic model that brings together students, faculty, practitioners, and entrepreneurs from around the country and the world to explore innovation in legal education and practice.The Rosenstiel School of Marine & Atmospheric Science is one of the leading oceanographic research and education institutions in the nation. Known originally as the University's marine laboratory, it was founded in 1943. It evolved into the Institute for Marine Science in 1961, and eight years later became the Rosenstiel School of Marine & Atmospheric Science (RSMAS) within the University of Miami. The Virginia Key campus has grown to include modern research and teaching facilities, a dedicated academic library, and an internationally recognized Marine Invertebrate Museum. RSMAS also operates a state-of-the-art 96-foot catamaran research vessel, the F.G. Walton Smith, and pioneered the first-ever marine and atmospheric laboratory aboard a cruise ship, Royal Caribbean Cruise Lines' Explorer of the Seas. CSTARS (Center for Southeastern Tropical Advanced Remote Sensing), located on the Richmond campus in south Miami-Dade county was launched in 2003, and conducts research with remotely sensed data received from earth-orbiting satellite systems. This state-of-the-art real-time reception and analysis facility provides data for environmental monitoring from 16 commercial satellites, available 24/7. The predictive power concentrated on this 78-acre campus is helping to provide vital, life-saving information regarding earthquakes, hurricanes, typhoons, freak waves and other natural and manmade disasters, including in the past two years monitoring of the earthquakes in Haiti and Chile, and the Deepwater Horizon oil spill.The Leonard M. Miller School of Medicine includes other clinical and research programs such as the John P. Hussman Institute for Human Genomics, the Interdisciplinary Stem Cell Institute, the Comprehensive AIDS Program, the Miami Transplant Institute, The Miami Project to Cure Paralysis, the Diabetes Research Institute, the Mailman Center for Child Development, and many more. 1007684552 133105 1170759355 See Schedule OHealth Care:Located north of downtown Miami near the Civic Center in the Miami Health District, the Leonard M. Miller School of Medicine's campus consists of approximately 68-acres of owned and leased land within the 153-acre University of Miami/Jackson Memorial Medical Center complex. Each year the University of Miami Health System's more than 900 faculty physicians have more than one million scheduled patient encounters in primary care and 100 medical specialties and sub-specialties. University of Miami Hospital is the flagship hospital of the University of Miami Health System (UHealth). The University also owns two other hospitals: Sylvester Comprehensive Cancer Center/UMHC - University of Miami Hospital & Clinics and Anne Bates Leach Eye Hospital, home of Bascom Palmer Eye Institute. For the eighth year in a row, Bascom Palmer was named the number one eye hospital in the country by U.S. News & World Report in its annual "America's Best Hospitals" issue. Four additional specialties were also ranked among the nation's best. Seven pediatric specialties made the list of "America's Best Children's Hospitals." In addition to the three University-owned hospitals, there are also three primary hospitals affiliated with UHealth: Jackson Memorial Hospital, the primary teaching hospital for the medical school; Holtz Children's Hospital; and the Miami VA Medical Center. There are also more than 30 outpatient clinics across Miami-Dade, Broward, Palm Beach, Monroe, and Collier counties. 195713414 13112537 189558609 Expenses primarily represent auxiliary enterprises, including intercollegiate athletics, parking, student housing and student dining. Other program services revenues primarily represent auxiliary enterprises revenue, investment income, and investment losses. 195713414 13112537 189558609 2575063808 1 0 0 1 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 1 1 0 0 1 0 1 1 1 1 1 1 1 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 0 0 1 28633 0 1 20961 1 1 1 1 BD CJ 0 0 0 1 1 1 1 0 X 77 73 1 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X Theresa L Ashman 3052844877 1320 S Dixie Highway Suite 150 Coral Gables FL 331462912 Phillip T George 20.00 X 0 0 0 Leonard Abess 20.00 X 0 0 0 Jose R Arriola 1.00 X 0 0 0 Adrienne Arsht 1.00 X 0 0 0 Hilarie Bass 4.00 X 0 0 0 Jon Batchelor 1.00 X 0 0 0 Tracey Berkowitz 1.00 X 0 0 0 Joaquin F Blaya 6.00 X 0 0 0 Norman Braman 1.00 X 0 0 0 Nicholas A Buoniconti 10.00 X 0 0 0 Alfred R Camner 2.00 X 0 0 0 Wayne E Chaplin 2.00 X 0 0 0 Dara Collins 1.00 X 0 0 0 Laura G Coulter-Jones 1.00 X 0 0 0 Edward A Dauer 4.00 X 0 0 0 Paul J DiMare 2.00 X 0 0 0 David L Epstein 2.00 X 0 0 0 Richard D Fain 1.00 X 0 0 0 George Feldenkreis 6.00 X 0 0 0 Michael B Fernandez 1.00 X 0 0 0 Thelma VA Gibson 0.50 X 0 0 0 Rose Ellen Greene 1.00 X 0 0 0 Barbara Hecht Havenick 2.50 X 0 0 0 Marilyn J Holifield 0.50 X 0 0 0 John P Hussman 7.00 X 0 0 0 Manuel Kadre 4.00 X 0 0 0 William A Koenigsberg 1.00 X 0 0 0 Bernard J Kosar Jr 10.00 X 0 0 0 Jayne Sylvester Malfitano 2.00 X 0 0 0 Robert A Mann 5.00 X 0 0 0 Roger J Medel 1.00 X 0 0 0 Stuart A Miller 1.00 X 0 0 0 Judi Prokop Newman 2.00 X 0 0 0 M Lee Pearce 1.00 X 0 0 0 Jorge M Perez 2.00 X 0 0 0 Aaron S Podhurst 7.00 X 0 0 0 Hal F Rosenbluth 1.00 X 0 0 0 Matthew E Rubel 1.00 X 0 0 0 Steven J Saiontz 5.00 X 0 0 0 Eduardo M Sardina 1.00 X 0 0 0 M Christine Schwartz 1.00 X 0 0 0 Maria Lamas Shojaee 1.00 X 0 0 0 Laurie S Silvers 2.00 X 0 0 0 HT Smith Jr 3.00 X 0 0 0 Steven Sonberg 0.20 X 0 0 0 E Roe Stamps IV 5.00 X 0 0 0 Ronald G Stone 15.00 X 0 0 0 Robert C Strauss 5.00 X 0 0 0 Bruce E Toll 0.30 X 0 0 0 Patricia W Toppel 2.00 X 0 0 0 Barbara A Weintraub 5.00 X 0 0 0 Carlos M de la Cruz Sr 2.00 X 0 0 0 Sherwood M Weiser 1.00 X 0 0 0 Mike Abrams 3.00 X 0 0 0 Betty Amos 15.00 X 0 0 0 Stan Arkin 3.00 X 0 0 0 Jose P Bared 4.00 X 0 0 0 Patrick Barron 6.00 X 0 0 0 Fred Berens 1.00 X 0 0 0 M Anthony Burns 1.00 X 0 0 0 Charles E Cobb 10.00 X 0 0 0 Nicholas A Crane 2.00 X 0 0 0 Enrique Falla 3.00 X 0 0 0 Alfonso Fanjul 1.00 X 0 0 0 Phillip Frost 1.00 X 0 0 0 Steven J Green 0.00 X 0 0 0 Carlos M Gutierrez 20.00 X 0 0 0 Arthur H Hertz 2.00 X 0 0 0 Fredric A Hoffman 1.00 X 0 0 0 David Kraslow 2.00 X 0 0 0 Arva Parks McCabe 2.00 X 0 0 0 Lois Pope 0.00 X 0 0 0 Alex E Rodriguez 1.00 X 0 0 0 Carlos A Saladrigas 20.00 X 0 0 0 David Weaver 10.00 X 0 0 0 G Ed Williamson 2.00 X 0 0 0 Thomas D Wood 5.00 X 0 0 0 Dany Garcia 4.00 X 0 0 0 William L Morrison 4.00 X 0 0 0 Marc Buoniconti 10.00 X 0 0 0 Peggy M Hollander 4.00 X 0 0 0 Jacqueline F Nespral 1.00 X 0 0 0 Archie L Monroe 1.00 X 0 0 0 Donna E Shalala 80.00 X 906296 0 309166 Thomas J LeBlanc 60.00 X 703538 0 45846 P Goldschmidt-Clermont 80.00 X 1312960 0 45965 Joseph T Natoli 70.00 X 624392 0 45627 Sergio M Gonzalez 60.00 X 528096 0 42544 Bart Chernow 40.00 X 428603 0 31201 John R Shipley 60.00 X 484730 0 12796 William J Donelan 65.00 X 1007740 0 40289 Rodolfo Fernandez 55.00 X 177464 0 24931 Larry D Marbert 60.00 X 324906 0 61844 Jacqueline R Menendez 35.00 X 208269 0 52395 Paul M Orehovec 40.00 X 352838 0 72315 M Lewis Temares 65.00 X 452444 0 1780 Aileen M Ugalde 60.00 X 457312 0 40329 Patricia A Whitely 70.00 X 276426 0 53021 Nerissa Morris 55.00 X 358241 0 13970 Aida G Diaz-Piedra 80.00 X 266972 0 23978 Leslie Dellinger Aceituno 60.00 X 98501 0 20403 William W O'Neill 60.00 X 1025238 0 46032 Michele Chulick 70.00 X 578054 0 20975 Timothy G Murray 68.50 X 1073312 0 45989 David A Lubarsky 80.00 X 1031754 0 49722 Nestor de la Cruz-Munoz 52.00 X 1012766 0 23437 Lee Kaplan 80.00 X 947884 0 44131 Charles Nemeroff 70.00 X 933419 0 15849 Diane M Cook 25.00 X 310349 0 56841 John G Clarkson 30.00 X 416733 0 45038 16299237 0 1286414 2093 1 1 0 Arrellano Construction Co 7255 NW 19 ST Suite B Miami FL 33126 Construction Services 19054032 Unicco Svc Co 7417 US Hwy 64E Suite 105-107 Knightdale NC 27545 Janitorial Services 17151081 Jackson Memorial Hospital 1161 NW 12 Avenue Miami FL 33136 Hospital Services 9579244 Central Shared Svc LLC 155 Franklin Road Suite 300 Brentwood TN 37207 Medical Supplies Services 8198448 Integrated Regional Laboratory 5361 NW 33 Avenue Ft Lauderdale FL 33309 Laboratory Services 7460555 402 1783642 2878807 458389271 205268346 7710327 668320066 Hospitals and Clinics 900099 752329586 752329586 Tuition and Fees 900099 567332982 567332982 Medical Prof Practice 900099 418429769 418129682 300087 Local Grants and Contr 900099 143388898 143388898 Auxiliary Enterprises 900099 102827093 47340299 2771425 52715369 24709583 22380599 2328984 2009017911 26520564 26520564 4052 4052 6137877 6137877 4254980 14500 3716826 4281 538154 10219 548373 10219 538154 173907876 576429 144982652 309906 28925224 266523 29191747 843659 28348088 454637 2878807 988465 -533828 -533828 4179 655 3524 3524 Advertising 541800 55988 55988 Other Revenue 531390 44543 44543 P-ship Flowthrough 523000 -484735 -484735 -384204 2738826082 1950902046 5873694 113730276 31765891 31765891 372687845 372687845 2400423 2400423 13467384 6453533 6289193 724658 1070497983 1012287973 45262157 12947853 110362252 102950823 5687235 1724194 146451958 141692619 2606681 2152658 66716805 62169792 3567719 979294 3981025 1493431 2487594 840649 37690 802959 312283 119799 185402 7082 13967 13967 7816923 7816923 181980957 161580650 20322802 77505 7733096 7002985 637195 92916 290942924 288436255 1022000 1484669 11378543 11106221 271508 814 491773 491773 72587086 71752296 623706 211084 20986741 20205025 502455 279261 17168300 15197841 969798 1000661 39136113 37824509 1311604 125650932 121195788 4455144 39584560 36710505 2866012 8043 Miscellaneous 63587843 61683218 1133662 770963 2698544256 2575063808 101004826 22475622 -19315391 -12934006 157054777 191670204 132965085 128910552 244596749 247531768 300000 300000 80079610 78954456 17223461 17873522 33588874 69735861 2460461657 1017547729 1434389514 1442913928 79765740 117281088 667730372 735471249 100330913 100330913 53346326 67667974 2982056030 3185707509 160658633 174963481 69571326 71501266 752977991 741967403 2972458 1592388 88396667 101775774 549339735 520369537 1623916810 1612169849 X 830050805 1031669962 154422126 156508658 373666289 385359040 1358139220 1573537660 2982056030 3185707509 X 40281826 175116614 X 0 1 1 X 1 1 X 0 0 312283 0 312283 0 2693433695 0 2693745978 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 235353 293757 295972 312283 1137365 250000 250000 250000 250000 1000000 1500000 0 0 0 0 1955316 51773984 0 0 X X X X 0 618236320 15963186 116702475 5675165 25375267 719851549 538605730 25696152 86621587 5993766 26693383 618236320 736238938 20846313 -183817432 6488508 28173581 538605730 0.50560 0.45360 0.04080 0 0 94887758 94887758 1506178237 591165978 915012259 32541111 23334000 9207111 528909802 320138275 208771527 297944749 82909476 215035273 1442913928 -3738725 F Limited Partnerships 622353601 F Mutual Funds 106579161 F Other 10277212 F 735471249 Medical Self-Insurance Reserves 106493168 Refundable Deposits 928539 Accrued Postretirement Benefit Cost 247913883 Annuities Payable 8539048 Refundable Federal Student Loans 22672422 Other Liabilities 133822477 520369537 2738826082 2698544256 40281826 97088475 78028139 175116614 215398440 2465989136 97088475 97088475 2368900661 7816923 362108498 369925421 2738826082 2328618835 0 2328618835 7816923 362108498 369925421 2698544256 Part III, Line 4: Part III, Line 4: Art Collection: The University's permanent art collection numbers 18,000 objects with notable strengths in Greco-Roman, Renaissance and Baroque periods; 18th-21st century European and American, Asian, African, ancient and Native American, and oceanic art. The permanent collection is housed in the University's Lowe Art Museum which serves the University, south Florida and national and international visitors as a teaching and research resource. Traveling exhibitions and loans of individual works from the permanent collection are organized to expand knowledge and appreciation of art. Since 1950, the museum and its collection have supported, extended, and enriched the educational mission of the University for students, faculty, scholars, and visitors to south Florida, to appreciate and more fully understand art and its history. In 1987, the museum was designated a "Major Cultural Institution" by the State of Florida. Description of Intended Use of Endowment Funds: Part V, Line 4: Part V, Line 4: Endowment Funds: The University's endowment is used to support the University's mission which is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to its community and beyond. Distributions from the University's endowment are mainly used for student scholarships and fellowships, endowed chairs, research, school/college support, academic program support, library support, and general University support. Part XI, Line 8 - Other Adjustments: Pension related changes other than Net Periodic Benefit Cost Part X, Line 2: Fin 48 Footnote: The University is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision of income taxes is made in the financial statements. At of May 31, 2011, there were no uncertain tax positions. Part XI, Line 8: Other Changes In Net Assets: Pension related changes other than net periodic benefit cost $78,028,139. Part XII and XIII, Line 4b: Other Revenue and Expense Reconciling Items: Tuition discounting $177,367,422 and grants and contracts passed-through transactions from sponsoring agencies $189,829,967. Less: non-program related rental expenses $3,721,107; cost of sales of inventories/other assets $379,319; and direct expenses related to fundraising events $988,465. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Explanation of Government Financial Assistance Schedule E, Part I, Line 6 The University receives financial assistance in the form of grants to award scholarships and fellowships to students attending the University. In addition, government agencies award grants to the University for research. 1 East Asia and the Pacific 0 0 Program Services Grants to Recipients 100947 Europe 0 0 Program Services Grants to Recipients 181893 North America 0 0 Program Services Grants to Recipients 775942 South America 0 0 Program Services Grants to Recipients 197446 South Asia 0 0 Program Services Grants to Recipients 134914 Central America and the Caribbean 0 0 Program Services Grants to Recipients 732266 Sub-Saharan Africa 0 0 Program Services Grants to Recipients 226275 Middle East and North Africa 0 0 Program Services Grants to Recipients 50740 East Asia and the Pacific 0 0 Program Services Travel - Institutional Research and Education 586312 Europe 0 0 Program Services Travel - Institutional Research and Education 1561588 North America 0 0 Program Services Travel - Institutional Research and Education 377438 South America 0 0 Program Services Travel - Institutional Research and Education 525268 South Asia 0 0 Program Services Travel - Institutional Research and Education 78461 Central America and the Caribbean 0 0 Program Services Travel - Institutional Research and Education 333931 Sub-Saharan Africa 0 0 Program Services Travel - Institutional Research and Education 106472 Middle East and North Africa 0 0 Program Services Travel - Institutional Research and Education 185125 Russia and the Newly Ind States 0 0 Program Services Travel - Institutional Research and Education 18147 Central America and the Caribbean 0 0 Investments N/A 83912396 Central America and the Caribbean 0 9 Program Services Independent Contractors-Public Service and Education 894163 East Asia and the Pacific 0 3 Program Services Independent Contractors-Institutional Research and Education 25005 Europe 0 29 Program Services Independent Contractors-Institutional Research and Education 1043312 Middle East and North Africa 0 2 Program Services Independent Contractors-Institutional Research and Education 10132 North America 0 20 Program Services Independent Contractors-Institutional Research and Education 173319 South America 0 6 Program Services Independent Contractors-Institutional Research and Education 63138 South Asia 0 4 Program Services Independent Contractors-Institutional Research and Education 50704 Sub-Saharan Africa 0 4 Program Services Independent Contractors-Institutional Research and Education 3158 0 0 0 77 0 77 2400423 89948069 92348492 Europe Research 20000 Check N/A N/A South America Research 75300 Check N/A N/A North America Research 7020 Check N/A N/A North America Research 50220 Check N/A N/A Europe Research 60000 Check N/A N/A North America Research 36180 Check N/A N/A Europe Research 50000 Check N/A N/A Central American and the Caribbean Research 47171 Check and Wire Transfer N/A N/A North America Research 248255 Check N/A N/A East Asia and the Pacific Research 31523 Check N/A N/A North America Research 5400 Check N/A N/A North America Research 81157 Check N/A N/A North America Research 36720 Check N/A N/A Middle East and North Africa Research 46797 Check N/A N/A North America Research 31788 Check N/A N/A Europe Research 35394 Check N/A N/A North America Research 40500 Check N/A N/A North America Research 232222 Check N/A N/A East Asia and the Pacific Research 69424 Check N/A N/A South America Research 122146 Wire Transfer N/A N/A Central American and the Caribbean Research 685095 Wire Transfer N/A N/A Sub-Saharan Africa Research 11343 Wire Transfer N/A N/A South Asia Research 134914 Wire Transfer N/A N/A Europe Research 16499 Wire Transfer N/A N/A Sub-Saharan Africa Research 213326 Wire Transfer N/A N/A 0 25 1 0 1 1 1 1 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: Procedures for Monitoring Grants Outside the United States: The University awards grants as subcontracts to foreign organizations for the purpose of conducting research and research training. Prior to the University awarding the subcontract, the organization is required to submit the proposed scope of work and a budget. Once reviewed and approved, a formal subcontract is issued with the terms and conditions of the award. To comply with terms and conditions of the subcontract, the foreign organization must submit an invoice together with supporting documentation. Upon receipt of the invoice, the faculty member at the University responsible for the grant or his/her designee approves the invoice for payment. In addition, monitoring of the science is conducted by the University faculty member responsible for the grant via site visits, correspondence, phone calls, etc. Reports required under the terms and conditions of the subcontract are submitted by the grantee. Method Used to Acccount for Expenditures: Schedule F, Part I, Line 3: Activity Expenditures: Expenditures are recorded based on the accrual method of accounting and are recorded when incurred. Dinner Gala 964415 915134 49281 1177 111863 63839 Dinner 417978 342883 75095 52192 4616 47373 21 1951051 1620790 330261 14190 9734 357160 38875 287446 3333444 2878807 454637 15367 9734 409352 155354 398658 988465 -533828 1 1 X 1 X 1 X 1 1 0 0 14550000 900939 13649061 0.00510 53724213 49671181 4053032 0.00150 68274213 50572120 17702093 0.00660 3034021 0 3034021 0.00110 12470775 1881738 10589037 0.00390 2661805 0 2661805 0.00100 181931214 0 181931214 0.06740 272853 0 272853 0.00010 200370668 1881738 198488930 0.07350 268644881 52453858 216191023 0.08010 1568953 114631 1454322 0.00050 1568953 114631 1454322 0.00050 1 12909927 0 202220909 204625347 -2404438 X 1 1 3 1 University of Miami Hospital

1400 NW 12 Avenue Miami FL 33136

X X X 2 University of Miami Hospital & Clinics

1475 NW 12 Avenue Miami FL 33136

X X 3 Anne Bates Leach Eye Hospital

900 NW 17 Street Miami FL 33136

X X University of Miami Hospital 1 0 1 1 200.000000000000 1 200.000000000000 1 X X X X X X X 1 1 X 1 X X X 1 X X X X X X 1 X 0 1 University of Miami Hospital & Clinics 2 0 1 1 200.000000000000 1 400.000000000000 1 X X X 1 1 X 1 X 1 X X X 0 X X 0 1 Anne Bates Leach Eye Hospital 3 0 1 1 200.000000000000 1 400.000000000000 1 X X X 1 1 X 1 X 1 X X X 1 X 1 Part I, Line 7: The Medicare cost report was used. Part II: Includes child abuse protection and emergency response to terrorism programs. Part III, Line 4: (1) A "ratio of cost to charges (RCC)" was used based on the Medicare/Medicaid cost report. (2) Total bad debt expense is determined using the hospital's patient accounting records. (3) Patients who render sufficient financial information to make a determination of eligibility under the hospitals' charity care policy are either treated as charity care (if they qualify) or given a "self- pay" discount (if they do not qualify as charity care). (4) The hospital's financial statements account for bed debt as a reduction of revenue. Part III, Line 8: The source of this information is the Medicare cost report data, which uses a "cost to charge" ratio methodology. The University of Miami Hospital and Anne Bates Leach Eye Hospital are reimbursed under the Medicare Prospective Payment System (PPS). For inpatient services, the reimbursement methodology is the Inpatient Prospective Payment System (IPPS), which uses the Diagnostic Related Groups (DRGS) methodology to reimburse the hospital. The DRGS amounts are updated by the Medicare program annually by an updating factor. However, the amount of the updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. Thus, the hospital does not receive full reimbursement of its cost for inpatient services. For outpatient services, the reimbursement methodology is the Outpatient Prospective Payment System (OPPS), which uses Ambulatory Payment Classifications (SPCS) to reimburse the hospital. The APC amounts are updated by the Medicare program annually by an updating factor. However, the amount of the updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. Thus, the hospital does not receive full reimbursement of its cost for outpatient services. The University of Miami Hospital and Clinics is a Cancer Specialty Hospital and, as such, is cost based reimbursed for both inpatient and outpatient services. For inpatient services, the limit is the Terra target limit. The Terra target limit is usually exceeded and no payment is received from the Medicare program for the excess. The Terra target limit amount is updated by the Medicare program annually by the Terra updating factor. However the amount of the Terra updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. For outpatient services, the limit is the Payment to Cost Ratio (PCR). The PCR is established using a base year, which was 1996; thus, it has not been updated in many years. UMHC's PCR is 85.5% of cost. Therefore, the Hospital does not receive payment for 14.5% of its cost. Part III, Line 9b: Note 3 of the individual financial statements of the Hospitals reads in-part as follows: "the Hospital provides care to patients who are financially unable to pay for the hospital services they receive, and because the Hospital does not pursue collection of amounts determined to qualify as charity care, they are not reported in revenue." University of Miami Hospital Part V, Section B, Line 19d: Based upon 75% of the contracted managed care PPO payers for the hospital. University of Miami Hospital & Clinics Part V, Section B, Line 19d: Low income patients are charged based on FPG, and self-pay patients are entitled to a 30-40% discount for prompt payment. Anne Bates Leach Eye Hospital Part V, Section B, Line 19d: Low income patients are charged based on FPG, and self-pay patients are entitled to a 30-40% discount for prompt payment. University of Miami Hospital Part V, Section B, Line 21: Medicare outpatient claims that have drugs qualifying as self administered drugs, which are not integral to the procedures according to CMS guidelines, are billed at charges. University of Miami Hospital & Clinics Part V, Section B, Line 21: International patients pay full amounts if fees are not negotiated prior to admission. Patients who do not pay promptly are expected to pay full charges. Anne Bates Leach Eye Hospital Part V, Section B, Line 21: International patients pay full amounts if fees are not negotiated prior to admission. Patients who do not pay promptly are expected to pay full charges. Part VI, Line 2: The communities' healthcare needs are assessed by the organization in collaboration with the Miami-Dade County Public Health Trust (PHT). Part VI, Line 3: The organization informs and educates patients through public service announcements, advertising, and development activities. Further, patients are assisted with qualifying for Medicaid and other state programs. Part VI, Line 4: The community served by the organization is Miami-Dade County, Broward County and the Palm Beaches, which are large urban areas. Since these south florida counties have a large immigrant population, many patients are uninsured, under-insured, or Medicaid recipients. The national economic crisis and the high level of unemployment have exacerbated this issue. Part VI, Line 6: (1) A majority of the Hospital's governing body is comprised of persons who reside in the Hospital's primary service area who are neither employees nor contractors of the Hospital, nor family members thereof. (2) The Hospital extends medical staff privileges to all qualified physicians in its community for some or all of its departments. (3) In order to improve patient care and access to the specialized healthcare services, the organization applies a significant portion of any surplus to new technology, new medical equipment, building renovations, and other betterments & improvements. Part VI, Line 7: The organization has an affiliation agreement with Miami-Dade County's Public Health Trust (PHT) to provide teaching physicians who supervise PHT's interns and residents at Jackson Memorial Hospital. 1 Advanced Behavioral Health 213 Court Street Middletown CT 06457 061422326 31526 0 N/A N/A Research Allegheny Singer Research Institute 320 East North Avenue Pittsburgh PA 15212 251320493 501(C)(3) 21886 0 N/A N/A Research American Institutes For Research 1000 Thomas Jefferson Street Washington DC 20007 250965219 501(C)(3) 15511 0 N/A N/A Research Arapahoe House Inc 880 Lipan Street Thornton CO 80640 840705495 501( C)(3) 386514 0 N/A N/A Research Argonne National Laboratory 9700 South Cass Ave Lemont IL 60439 680628477 US Dept of Energy 99835 0 N/A N/A Research Atlantic Health 475 South Street Morristown NJ 07963 521958352 501(C)(3) 7500 0 N/A N/A Research Auburn University 310 Samford Hall Auburn AL 36849 636000724 State of AL 20485 0 N/A N/A Research BAE Systems 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as follows: Subcontracts are issued with a defined scope of work and a budget and include other terms and conditions such as frequency of required reporting. The faculty member at the University of Miami responsible for the grant monitors the scientific progress via site visits, correspondence, reports, etc. Invoices submitted for payments by the outside organization or by an individual are approved by the University of Miami Faculty member responsible for the grant. Other Information: Part IV: Schedule I, Part III: Assistance to the University students in the form of scholarships are awarded for the purpose of aiding with the cost of attending the University (i.e., for tuition, housing and meals). Scholarships are based on need and academic achievement. Total scholarships, grants and loans cannot exceed the total cost of attendance. The University publishes criteria for the eligibility requirements needed to award a scholarship. The amount of aid awarded is based on a need analysis formula developed by the federal government and includes verification of the information submitted by the student. X X X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Donna E Shalala 838210 0 0 0 68086 0 26950 0 282216 0 1215462 0 0 0 Thomas J LeBlanc 615884 0 0 0 87654 0 26950 0 18896 0 749384 0 0 0 P Goldschmidt-Clermont 1044756 0 157500 0 110704 0 26950 0 19015 0 1358925 0 0 0 Joseph T Natoli 590908 0 0 0 33484 0 26950 0 18677 0 670019 0 0 0 Sergio M Gonzalez 478589 0 0 0 49507 0 16341 0 26203 0 570640 0 0 0 Bart Chernow 416162 0 0 0 12441 0 17838 0 13363 0 459804 0 0 0 John R Shipley 302346 0 100000 0 82384 0 0 0 12796 0 497526 0 0 0 William J Donelan 735250 0 189000 0 83490 0 32921 0 7368 0 1048029 0 0 0 Rodolfo Fernandez 177302 0 0 0 162 0 17850 0 7080 0 202394 0 0 0 Larry D Marbert 319993 0 0 0 4913 0 27950 0 33894 0 386750 0 0 0 Jacqueline R Menendez 202346 0 0 0 5923 0 10188 0 42207 0 260664 0 0 0 Paul M Orehovec 327292 0 0 0 25546 0 54248 0 18067 0 425153 0 0 0 M Lewis Temares 448411 0 0 0 4033 0 0 0 1780 0 454224 0 0 0 Aileen M Ugalde 426178 0 0 0 31134 0 24270 0 16059 0 497641 0 0 0 Patricia A Whitely 266866 0 0 0 9560 0 31240 0 21781 0 329447 0 0 0 Nerissa Morris 301718 0 0 0 56523 0 5125 0 8845 0 372211 0 0 0 Aida G Diaz-Piedra 254236 0 0 0 12736 0 16563 0 7415 0 290950 0 0 0 William W O'Neill 625521 0 326500 0 73217 0 26950 0 19082 0 1071270 0 0 0 Michele Chulick 450478 0 92610 0 34966 0 20163 0 812 0 599029 0 0 0 Timothy G Murray 986398 0 0 0 86914 0 26950 0 19039 0 1119301 0 0 0 David A Lubarsky 764332 0 194167 0 73255 0 26950 0 22772 0 1081476 0 0 0 Nestor de la Cruz-Munoz 592000 0 340913 0 79853 0 0 0 23437 0 1036203 0 0 0 Lee Kaplan 765850 0 92840 0 89194 0 24500 0 19631 0 992015 0 0 0 Charles Nemeroff 405227 0 420078 0 108114 0 0 0 15849 0 949268 0 0 0 Diane M Cook 245925 0 0 0 64424 0 39264 0 17577 0 367190 0 0 0 John G Clarkson 390227 0 0 0 26506 0 26950 0 18088 0 461771 0 0 0 Part I, Line 1a Part I, Line 1a: First Class Travel: First class travel was provided to President, Donna E. Shalala. The amounts were not included in taxable income. House and Household Assistance: A house and household assistance is provided to the President, Donna E. Shalala, at the convenience of the employer as a condition of employment. The amounts were not included in taxable income. Gross Up Payments: Gross up payments were provided to Nerissa Morris and John Shipley. The amounts were included in taxable income. Club Dues: Club dues were provided for Pascal Goldschmidt-Clermont, Sergio M. Gonzalez, Thomas J. Leblanc, Donna E. Shalala, M. Lewis Temares, Paul M. Orehovec and John G. Clarkson. The amounts were included in taxable income. Social Club Dues: Social club dues were provided for Sergio M. Gonzalez and Donna E. Shalala. The amounts were not included in taxable income. Miami-Dade Co Educ Fac Authority 596000573 59333AFW6 2007-04-26 473302567 See Schedule K, Part V 0 0 0 Miami-Dade Co Educ Fac Authority 596000573 59333AJW2 2008-05-08 293597924 See Schedule K, Part V 0 0 0 15895000 478963291 16255508 303488136 3097405 3351958 152770284 2009 1 1 0 1 294962040 5500732 2148446 287312862 2009 1 0 1 1 0 1 1 1 1 0.00200 0.00330 0.00530 1 0 1 1 1 1 0.01660 0.00000 0.01660 1 0 0 0 1 Bayerische Landesbank 2.100000000000 1 1 0 0 0 0 1 AEGONTransamerica Occidential Life 2.400000000000 1 1 Schedule K, Part I - Line A, Col F: Acquire, construct, equip and renovate University facilities and refunding of the following: Series 1993 - Issue Date January 5, 1994, Series 1996a - Issue Date March 13, 1996, Series 1996b - Issue Date October 1, 1996, Series 1997a - Issue Date January 10, 1997, Series 1997b - Issue Date April 1, 1997, Series 2000a - Issue Date December 7, 1999, Series 2000b - Issue Date February 3, 2000, Series 2004a - Issue Date January 28, 2004. Schedule K, Part I - Line B, Col F: Acquire, construct, equip, and renovate University facilities and refunding of: Promissory Note - Executed November 28, 2008. Schedule K, Part II - Line 3, Col A: Variance of 5,660,724 when compared to Part I, Line A, Column (e) is due to interest earnings. Schedule K, Part II - Line 3, Col B: Variance of 1,364,116 when compared to Part I, Line B, Column (e) is due to interest earnings. Schedule K, Part IV - Line 5, Col B: Gross proceeds of the Series 2008 Bonds were not invested beyond the available temporary period. William O'Neil Mortgage Assistance X 300000 300000 0 0 1 300000 Greenberg Traurig PA See Part V 123076 See Part V 0 Greenberg Traurig PA See Part V 123076 See Part V 0 Susan Dandes See Part V 94350 See Part V 0 Brian LeBlanc See Part V 15714 See Part V 0 George Williamson See Part V 20000 See Part V 0 Schedule L, Part II - Line 1 Loans to Interested Persons: The loan made to a key employee listed in schedule L for mortgage assistance was reflected as not approved by the board or a committee. However, the loan assistance program for faculty members relocating from other states was approved by the Board of Trustees, including eligibility criteria and loan terms and conditions. Schedule L, Part IV - Lines 1 and 2, Col B Relationship between interested person and the organization: Legal firm of trustee Schedule L, Part IV - Lines 1 and 2, Col D Description of Transaction: Payment of legal fees Schedule L, Part IV - Line 3, Col B Relationship between interested person and the organization: Family member of trustee Schedule L, Part IV - Lines 4 and 5, Col B Relationship between interested person and the organization: Family member of officer Schedule L, Part IV - Lines 3, 4 and 5, Col D Description of Transaction: Family member employment X 223 1955316 Fair Market Value X 168 5699081 Fair Market Value X 465 18214 Fair Market Value X Equipment 12 37716 Fair Market Value X Auction Items 548 0 See Part II 21 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): Schedule M, Part I, Column (b): Number of Contributions: The number reported in column b represents the number of items received except for items donated for sale at fundraising event auctions which are noted based on the number of contributions. Third Party Use: Part I, Line 32b: Schedule M, Line 32b: Third Party or Related Organizations Utilized: The University utilizes external brokers to sell securities when the donated securities are not deemed to fit into the University's investment portfolio. Non Reporting of Revenue: Part I, Line 33: Schedule M, Line 33: Items Included On Schedule M Not In Revenue: a. Part I, Line 17 - Real Estate Property: The University of Miami's policy is to record the value of donated real estate for accounting purposes at $1 if the University is not able to use the asset in its exempt mission. At such time as the real estate is sold, the proceeds of the sale are recorded as contribution revenue. b. Part I, Line 26 - Auction items: Columns B and C include items donated for sale at fundraising event auctions (such as gift certificates, etc.) which are subsequently sold at fundraising event auctions but which are not included on form 990, Part VIII, Line 1(g). Form 990, Part VI, Section A, line 2 Family and Business Relationships: Stuart Miller - Trustee, and Steven Saiontz - Trustee - Family Relationship; Stuart Miller - Trustee, Steven Saiontz - Trustee, and Donna Shalala - Officer - Business Relationship; Eduardo Sardina - Trustee, George Feldenkreis - Trustee, Joseph Natoli - Officer - Business Relationship; Michael Fernandez - Trustee, Roger Medel - Trustee, Carlos Saladrigas - Trustee, Manual Kandre - Trustee, Phillip Frost - Trustee - Business Relationship; Michael Fernandez - Trustee, Dany Garcia - Trustee, Roger Medel - Trustee, Manuel Kadre - Trustee, Donna Shalala - Officer, Pascal Goldschmidt - Officer - Business Relationship; Charles Cobb-Trustee, Jorge Perez - Trustee - Business Relationship; Phillip T. Frost - Trustee, Pascal Goldschmidt - Officer - Business Relationship; Phillip T. Frost - Trustee, William O'neill - Key Employee - Business Relationship; Marc Buoniconti - Trustee, Nicolas Buoniconti - Trustee, Paul DiMare - Trustee, Sergio Gonzalez - Officer - Business Relationship; Marc Buoniconti - Trustee, Nicolas Buoniconti - Trustee - Family Relationship Form 990, Part VI, Section A, line 5 In January 2011, the University investigated missing computer parts purchased by a Department. Internal Audit discovered that purchases of computer parts made during the last several years were misdirected by a supervisor for his personal gain. The total amount of the theft is approximately $471,000. The supervisor has since been terminated and the University has filed a civil suit against the former employee. The University and the supervisor have reached a tentative settlement whereby the supervisor will repay the University the total amount of the theft plus attorneys' fees for a total repayment of $500,000. The College has implemented controls to address the issues noted. Form 990, Part VI, Section B, line 11 Board Review of Form 990: Process by which the governing body was provided a copy of form 990 prior to filing: form 990 is prepared by the University's Office of the Controller and reviewed by KPMG, LLP. Once the review is completed, form 990 is submitted to the Audit and Compliance Committee of the Board of Trustees at least one week prior to the return's due date. The Audit and Compliance Committee reviews and requests clarification as necessary. Once the Audit and Compliance Committee has performed their review, and all questions have been satisfactorily answered the return is signed and filed electronically by the due date. Subsequent to the Committee's review a copy of the final return is shared with all voting members of the Board prior to filing. Form 990, Part VI, Section B, line 12c Monitoring and Compliance with Conflict of Interest Policy: The Office of the Secretary of the Board of Trustees sends an annual conflict of interest questionnaire together with the policy adopted by the Board to all trustees, officers and key employees. Once replies are received, they are reviewed by the Trustee Services Committee of the Board at a regularly scheduled meeting. When there are apparent conflicts, the Trustee Services Committee ensures the conflict is managed. Trustees that may have conflict, recuse themselves from deliberations and voting. In addition, a summary report of trustees who have items to report is published by the Board of Trustees office and made available to the entire Board. Form 990, Part VI, Section B, line 15 Process for Review of Compensation of Officers and Key Employees: The following process is performed annually, typically at the April/May meeting of the Trustee Services Committee of the Board to approve compensation for all officers and key employees of the University, including the CEO/President: each officer's supervisor completes a written performance review and proposes a salary increase, prior to the meeting. The University participates in an annual comprehensive compensation survey compiled by an actuarial firm. The actuarial firm produces a survey of universities across the United States and, separately, data from for-profit corporations for positions that have a for-profit equivalent. The Trustee Services Committee receives the performance appraisals for each officer and key employee, the completed survey prepared by the actuary, and the current and proposed salaries and other cash compensation for each officer and key employee, including the CEO. After review and discussion, the Trustee Services Committee approves the compensation for the officers and key employees, including the CEO, who is excused while deliberation about his/her compensation is discussed. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Trustee Services Committee are recorded and written by the Office of the Secretary. Form 990, Part VI, Section C, line 19 Form 990, Part VI, Section C, Line 19: Governing Documents and Financial Statements Made Available to the General Public: The State of Florida, Department of State, Division of Corporations requires an annual registration filing, including any changes to organizational documents. Once filed, the documents can be viewed on the State of Florida web site. The financial statements of the university are made available on the University's website. The University's financial statements are also made available to the general public on the federal government's census bureau website. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 97,088,475. Pension related changes other than Net Periodic Benefit Cost: 78,028,139 Biscayne View Properties LLC 1395 Brickell Avenue 14th Floor Miami FL 33131 202458426 Real Estate FL 0 0 N/A Crestre LLC 1395 Brickell Avenue 14th Floor Miami FL 33131 202458426 Real Estate FL 39600 785682 Biscayne View Properties LLC 1509 Venture LLC 1395 Brickell Avenue 14th Floor Miami FL 33131 202458426 Real Estate FL 0 1807607 Biscayne View Properties LLC East Urban LLC 777 Brickell Anenue Suite 850 Miami FL 33131 202458426 Real Estate FL 26250 1098185 Biscayne View Properties LLC Triprop LLC 1395 Brickell Avenue 14th Floor Miami FL 33131 202458426 Real Estate FL 4935 4626094 Biscayne View Properties LLC 7th Avenue Market LLC 1395 Brickell Avenue 14th Floor Miami FL 33131 202458426 Real Estate FL 0 3765646 Biscayne View Properties LLC Equi Terra LLC 200 E Las Olas Boulevard Suite 2100 Fort Lauderdale FL 33301 273025289 Real Estate FL 0 0 N/A Ten Bor LLC 200 E Las Olas Boulevard Suite 2100 Fort Lauderdale FL 33301 320332136 Real Estate FL 0 0 Equi Terra LLC PT Property Holding LLC 200 E Las Olas Boulevard Suite 2100 Fort Lauderdale FL 33301 320332134 Real Estate FL 0 0 Equi Terra LLC ND 480 LLC 1535 Levante Avenue Suite 200 Coral Gables FL 33146 300656437 Real Estate ND 40833 43310 N/A ND 480 OGM LLC 1535 Levante Avenue Suite 200 Coral Gables FL 33146 371616875 Real Estate ND 0 0 N/A University of Miami Preservation LLC 1252 Memorial Drive Room 230 Coral Gables FL 33146 202458426 Hold UM Designated Easement FL 0 0 N/A WVUM Inc PO Box 248191 Coral Gables FL 33124 591729614 Edu Radio FL 501(C)(3) Line 7 N/A 1 Miami Asset Management Company Inc 11511 SW 57 Avenue Pinecrest FL 33156 113642657 Real Estate FL 501(C)(3) Line 11c, III-FI N/A 1 University Rathskeller Inc 1330 Miller Drive Coral Gables FL 33146 591410632 Student Food/Beverage FL 501(C)(3) Line 5 N/A 1 Friends of the School of Music 200 S Biscayne Blvd Miami FL 33131 650201227 Fundraising FL 501(C)(3) Line 9 N/A 0 Opthalmology Research Foundation Inc PO Box 015689 Miami FL 33101 237081974 Fundraising FL 501(C)(3) Line 11c, III-FI N/A 0 John J Koubek TUW CO Wells Fargo Bank 1525 WWT Harris Blvd D114 Charlotte NC 282881161 596617082 Support of UM FL 501(C)(3) Line 11c, III-FI N/A 0 UMiami-Gumenick 5 CRAT-Imaco BNY Mellon NA PO BOX 185 Pittsburgh PA 152300185 207434523 Charitable Trust FL N/A T 0.69630 Hans Wedemeyer CRAT #2 co BNY Mellon NA PO BOX 185 Pittsburgh PA 152300185 650161141 Charitable Trust FL N/A T 0.66970 George A Lerner CRUT co BNY Mellon NA PO BOX 185 Pittsburgh PA 152300185 650697479 Charitable Trust FL N/A T 0.72220 Christiane M Tyson CRUT co BNY Mellon NA PO BOX 185 Pittsburgh PA 152300185 656264759 Charitable Trust FL N/A T 0.50320 Muriel Auerbach 2005 CRUT co BNY Mellon NA PO BOX 185 Pittsburgh PA 152300185 206460061 Charitable Trust FL N/A T 0.76520 Thomas A Curtis CRUT #2 co BNY Mellon NA PO BOX 185 Pittsburgh PA 152300185 656279899 Charitable Trust FL N/A T 0.76020 Thomas A Curtis CRUT #1 co BNY Mellon NA PO BOX 185 Pittsburgh PA 152300185 256229990 Charitable Trust FL N/A T 0.70740 Thomas A Curtis CRUT #5 co BNY Mellon NA PO BOX 185 Pittsburgh PA 152300185 256761823 Charitable Trust FL N/A T 0.70900 William & Flora Payne CRUT co BNY Mellon NA PO BOX 185 Pittsburgh PA 152300185 256761825 Charitable Trust FL N/A T 0.80090 Ena Scott Char Rem Nim CRUT co BNY Mellon NA PO BOX 185 Pittsburgh PA 152300185 656279896 Charitable Trust FL N/A T 0.66950 TUW Mary B Hecht co S Horton 4600 Middleton Park Circle E- D762 Jacksonville FL 32224 596748795 Charitable Trust FL N/A T 0.94000 Warren C Johnson CRAT Suntrust Bank Box 14728 Fort Lauderdale FL 33302 266590366 Charitable Trust FL N/A T 0.84000 TUW W Roy Young co Us Trust Bank Of America NA 1201 Main Street 8th Floor Dallas TX 75202 756487890 Charitable Trust FL N/A T 0.94000 Edgar Hall Educ Fund co Wells Fargo Bank NA 1 W 4TH ST 2nd Floor WinstonSalem NC 27101 Charitable Trust FL N/A T 1.00000 Christiane & Christopher Tyson CRAT 2580 SE 5th Street Pompano Beach FL 33062 656362221 Charitable Trust FL N/A T 0.56000 Muriel Gammage Trust co Wells Fargo Wealth Management One West Fourth Street 2nd Floor WinstonSalem NC 27101 596214920 Charitable Trust FL N/A T 0.99000 University of Miami Insurance Co Ltd Clarendon House 2 Church Street HM BD Insurance BD N/A C 14 154803 1.00000 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 WVUM Inc Q 73958 See Part VII Miami Asset Management Company Inc D 2226202 See Part VII Miami Asset Management Company Inc B 3468435 See Part VII Method of Quantification: Form 990- Schedule R, Part V, Line 1 thru 3 Method used to determine the transaction amounts with controlled organizations is based on cash provided to or cash received from each controlled organization.