TY 2020 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

A For the 2020 calendar year, or tax year beginning 06-01-2020 , and ending 05-31-2021

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
University of Miami

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
PO Box 248106

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Coral Gables, FL331242912

D Employer identification number

59-0624458

E Telephone number

G Gross receipts $ 5,594,313,460

F Name and address of principal officer:
Brandon Gilliland
1252 Memorial Dr Rm 230
CG,FL33146

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

WWW.MIAMI.EDU

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1925

M State of legal domicile: FL

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: 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.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	64
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	56
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	26,111
6	Total number of volunteers (estimate if necessary) .............	6	257
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	74,506
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	735,793,948	776,790,344
9	Program service revenue (Part VIII, line 2g) .........	3,426,990,965	3,865,823,735
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	65,153,763	86,383,273
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	17,305,916	18,279,939
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	4,245,244,592	4,747,277,291
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	551,381,063	588,465,655
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	2,123,153,328	2,051,175,575
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	510,191	0
b	Total fundraising expenses (Part IX, column (D), line 25) 27,635,104
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,480,210,232	1,573,620,387
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,155,254,814	4,213,261,617
19	Revenue less expenses. Subtract line 18 from line 12.......	89,989,778	534,015,674
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	5,539,608,618	5,971,149,215
21	Total liabilities (Part X, line 26).............	3,049,275,854	2,545,251,304
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,490,332,764	3,425,897,911

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2020)

Form 990 (2020)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: See Form 990, Part I, Line 1, Description of Organization Mission.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 1,123,208,585 including grants of $ 506,741,288 ) (Revenue $ 1,045,082,815 )
	See Schedule OInstruction, academic support, student services:The University of Miami (UM) is a private not-for-profit institution with more than 17,000 students. The University's 11 colleges and schools offer the following degree options: 135 bachelors, 146 masters, and 66 doctoral (62 research/scholarship and 4 professional practice).The School of Architecture, founded in 1983, offers accredited professional undergraduate and graduate degrees in architecture and several post-professional graduate degrees. Programs include the professional Bachelor of Architecture (B.Arch) and the Master of Architecture (M.Arch); the post-professional Master of Science in Architecture (M.S.Arch) with 2 possible tracks- Architectural Design and Architectural Studies; the Master of Urban Design (M.U.D); the Master of Construction Management (M.C.M), and the Master of Real Estate Development and Urbanism (M.R.E.D.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 3,700 undergraduate and 600 graduate students in 20 departments and 15 interdisciplinary programs. Seventeen departments offer graduate degrees in the fine arts, natural sciences, humanities, and social sciences.The College of Engineering comprises six departments that offer degrees in aerospace, architectural, biomedical, civil, computer, electrical, environmental, industrial, materials, and mechanical engineering. The College of Engineering offers five-year B.S./M.S. degree programs for our undergraduates, as well as traditional master's and doctoral degrees in a number of disciplines, with several specializations in several fields. Consistent with the tradition of collaboration among the University of Miami schools and colleges, engineering students participate in a number of interdisciplinary programs as well as joint research projects with other academic units at UM. Consisting of over 900 undergraduate students and over 230 graduate students, the College boasts an impressively diverse student body, consisting of students from 45 different countries. At the undergraduate level, 34% of the student population is Hispanic and 9% is Black. Females represent 37% of the students (15% higher than the national average, according to the most recent statistics from the American Society for Engineering Education).The School of Law presently enrolls around 1,388 candidates for either J.D., LL.M. or dual degrees, and has over 23,000 living alumni worldwide. The J.D. program enrolls approximately 1,224 students from more than 133 undergraduate institutions. Of the entering J.D. students, approximately 57% are women, 43% are members of minority groups, 52% are from outside Florida, and 56% have been out of undergraduate school one year or more. 61% speak one or more foreign language. The School offers graduate programs in International Law (specializations in General International Law, and U.S. and Transnational Law for Foreign Lawyers), International Arbitration, Maritime Law, Entertainment, Art and Sports, Taxation, Taxation of Cross Border Investments, Estate Planning, and Real Property Development, the latter 2 offer courses online as well as on-campus. The School also offers several joint degree programs. The law school offers a J.D./Master's in Music Industry, J.D./M.A. in Live Entertainment Management, J.D/M.A in Communications, and J.D/M.A. in Latin American Studies. In addition, the School offers a J.D./M.B.A., J.D./M.Acc, J.D./M.P.S. in Marine Ecosystems and Society, J.D./M.P.H. in Public Health, J.D./M.S. Ed. in Law, Community and Social Change, J.D./M.D., J.D./LL.M. in Tax, International Law, Maritime Law, Estate Planning, International Arbitration, or Real Property Development, and Entertainment, Arts and Sports Law, and a J.D./M.B.A./LL.M. in Tax, Real Property Development or Estate Planning. The School has been ranked as one of the "20 Most Innovative Law Schools" by Pre-Law Magazine. The School has been listed in the Top 10 in the 2021 Princeton Review in its specialty listings in three categories. 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. Our 800 medical students are joined by over 1,000 residents, 700 graduate students and around 200 postdoctoral fellows, and we have one of the largest graduate medical education systems in the country. Along with the M.D. degree, the school offers a combined M.D./Ph.D. program, a 4-year and 5-year M.D./M.B.A. program, a 4-year and a 5-year M.D./M.P.H. program and 4-year M.D./M.S. in Genomic Medicine, a 6-year M.D./J.D. program, a 4-year M.D./M.A. in International Administration program, a 4-year M.A. in Medical Humanities and Bioethics program, a 4-year M.D./Certificate in Security Management program, multiple scholarly pathways of emphasis, graduate degrees in ten areas, postdoctoral programs, and continuing medical education courses.

4b	(Code: ) (Expenses $ 445,305,625 including grants of $ 47,889,641 ) (Revenue $ 96,732,940 )
	See Schedule OResearch and Public Service:UM has been classified by the Carnegie Commission as a Doctoral University with Highest Research Activity. The School of Architecture's areas of focus include Urban Design, Planning & Real Estate Development, Construction Management, Technology and Computation, Coastal Resilience, Health and the Built Environment, Historical Preservation and Adaptive Use, Classical and Traditional Design, Housing and Hospitality Design, Building in the Caribbean, Latin America and the Tropical World, Architectural History, and Theory. Faculty and students are actively engaged in interdisciplinary research with numerous schools including the Miller School of Medicine, The Leonard and Jayne Abess Center for Ecosystem Science and Policy and the Center for Computational Science. The College of Arts and Sciences provides numerous community outreach activities, including student musical theatre productions at the Jerry Herman Ring Theatre and Alvin Sherman Family Stage; student, faculty, and visiting artist exhibitions in the Wynwood Gallery in the design district of downtown Miami; faculty curated exhibitions at the Lowe Art Museum; lectures and other educational programs sponsored by the Center for the Humanities, and the Miami Institute for Advanced Study of the Americas; 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 externship programs and foreign exchange programs in Argentina, Belgium, Brazil, China, Colombia, France, Germany, India, Ireland, Israel, Spain, Switzerland, and Vietnam. The School's award-winning clinics, 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. In 2014, RSMAS added to its fleet of specialized research vessels a one-of-a-kind Helicopter Observation Platform (HOP), a flying scientific laboratory equipped with state-of-the-art technology and scientific instrumentation, which provides scientists with a unique capability to obtain vital information on environmental processes and mechanisms that affect our climate and impact human health. RSMAS includes a freshwater Scientific Dive Pool. It plays a critical role in providing necessary scientific diving instruction to participants in our science programs and research projects. The facility allows scientists and students to gain a deeper understanding of the marine environment and coral reefs. 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. 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 monitoring of the earthquakes in Haiti and Chile, and oil spills.The Leonard M. Miller School of Medicine has been designated a Center for AIDS Research (CFAR) in Florida, and is leading the University's prestigious Clinical and Translational Science Institute (CTSI), awarded by the NIH. Other clinical and research programs include the John P. Hussman Institute for Human Genomics, the Interdisciplinary Stem Cell Institute, the Dr. John T. Macdonald Foundation Biomedical Nanotechnology Institute, the Miami Transplant Institute, The Miami Project to Cure Paralysis, the Diabetes Research Institute, the Mailman Center for Child Development, and many more.

4c	(Code: ) (Expenses $ 2,000,406,474 including grants of $ 1,639 ) (Revenue $ 2,562,787,027 )
	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 70-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 nearly 1,400 physicians represent more than 100 specialties and subspecialties with outcomes that are among the best in the nation. The health system is comprised of Sylvester Comprehensive Cancer Center, Bascom Palmer Eye Institute, and UHealth Tower, operating within UMHC. Sylvester Comprehensive Cancer Center is the only cancer center in South Florida designated by the National Cancer Institute. Bascom Palmer has been recognized as the number one eye hospital in the country for 20 years by U.S. News & World Report in its annual "America's Best Hospitals" issue. 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 Bruce W. Carter VA Medical Center. There are also about three dozen UHealth outpatient clinics across Miami-Dade, Broward, Palm Beach, and Collier counties. The Lennar Foundation Medical Center, located in Coral Gables, opened in 2016. The 206,000-square-foot diagnostic and treatment center provides the local community more convenient access to world-class medical care provided by UM physicians and specialists. It has been recognized as a national benchmark by Press Ganey and has been awarded the Pinnacle and Guardian of Excellence Awards each year since it opened.

	(Code: ) (Expenses $ 422,773,835 including grants of $ 33,833,087 ) (Revenue $ 161,221,131 )
	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.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 422,773,835 including grants of $ 33,833,087 ) (Revenue $ 161,221,131 )
4e	Total program service expenses3,991,694,519

Form 990 (2020)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Click to see attachment

.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Click to see attachment

.........

Yes

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III Click to see attachment

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

.........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

..............

Yes

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......

Yes

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

.......

11b

Yes

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

............

11d

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

11f

Yes

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

......................

12a

Yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

12b

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E Click to see attachment

Yes

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Yes

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment

14b

Yes

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV..... Click to see attachment

Yes

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment

Yes

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) .... Click to see attachment

Yes

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment

Yes

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment

Yes

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment

20a

Yes

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment

20b

Yes

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

Yes

Form 990 (2020)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

Yes

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a............... Click to see attachment

24a

Yes

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Yes

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I....................... Click to see attachment

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II Click to see attachment

...........

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III Click to see attachment

.........................

Yes

Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV...................... Click to see attachment

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV..... Click to see attachment

28b

Yes

A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M.. Click to see attachment

Yes

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M ................. Click to see attachment

Yes

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............ Click to see attachment

Yes

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1......................... Click to see attachment

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ... Click to see attachment

35b

Yes

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Click to see attachment

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..

24,823

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2020)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

26,111

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

Yes

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

Yes

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

Yes

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Yes

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

Yes

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.

Yes

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Form 990 (2020)

Page 6

Part VI

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Yes

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Yes

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

Yes

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

Yes

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBullet

Michael Dunlap Associate VP & Controller1320 S Dixie Highway Suite 150 Coral Gables,FL331462912 (305) 284-4877

Form 990 (2020)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) Julio Frenk...................................................................... President	80.00 .................	X	X	1,262,905	0	281,983
(2) Marc Buoniconti...................................................................... Trustee/Senior Director	40.00 ................. 20.00	X		181,761	125,000	8,714
(3) Edward A Dauer...................................................................... Trustee / Faculty Member	40.00 .................	X		104,767	0	27,585
(4) Leonard Abess...................................................................... Trustee	1.00 .................	X		0	0	0
(5) Betty G Amos...................................................................... Trustee	3.00 .................	X		0	0	0
(6) Jose P Bared...................................................................... Trustee	2.00 .................	X		0	0	0
(7) Hilarie Bass...................................................................... Trustee	55.00 .................	X		0	0	0
(8) Jon Batchelor...................................................................... Trustee	2.00 .................	X		0	0	0
(9) Fred Berens...................................................................... Trustee	3.00 .................	X		0	0	0
(10) Tracey Berkowitz...................................................................... Trustee	10.00 .................	X		0	0	0
(11) Alfred R Camner...................................................................... Trustee	5.00 .................	X		0	0	0
(12) Adam E Carlin...................................................................... Trustee	4.00 .................	X		0	0	0
(13) Wayne E Chaplin...................................................................... Trustee	2.00 .................	X		0	0	0
(14) Christopher Chen...................................................................... Trustee	1.00 .................	X		0	0	0
(15) Adriana Cisneros...................................................................... Trustee	0.00 .................	X		0	0	0
(16) Charles E Cobb...................................................................... Trustee	2.00 .................	X		0	0	0
(17) Landon Coles...................................................................... Trustee	1.00 .................	X		0	0	0

Form 990 (2020)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)					(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Leah Colucci........................................................................ Trustee	0.00 .......................	X					0	0	0
(19) Devang Desai........................................................................ Trustee	4.00 .......................4.50	X					0	0	0
(20) Paul J DiMare........................................................................ Trustee	2.00 .......................1.00	X					0	0	0
(21) David L Epstein........................................................................ Trustee	10.00 .......................	X					0	0	0
(22) Richard D Fain........................................................................ Trustee	30.00 .......................	X					0	0	0
(23) George Feldenkreis........................................................................ Trustee	1.00 .......................	X					0	0	0
(24) Miguel B Fernandez........................................................................ Trustee	0.50 .......................	X					0	0	0
(25) Phillip Frost........................................................................ Trustee	1.00 .......................	X					0	0	0
(26) Phillip T George Rose........................................................................ Trustee	2.00 .......................	X					0	0	0
(27) Kourtney Gibson........................................................................ Trustee	1.00 .......................	X					0	0	0
(28) Rose Ellen Greene........................................................................ Trustee	1.00 .......................	X					0	0	0
(29) Barbara Hecht Havenick........................................................................ Trustee	1.00 .......................	X					0	0	0
(30) Allan M Herbert........................................................................ Trustee	2.00 .......................	X					0	0	0
(31) Marilyn J Holifield........................................................................ Trustee	1.00 .......................	X					0	0	0
(32) Roberta L Jacoby........................................................................ Trustee	5.00 .......................	X					0	0	0
(33) Frank R Jimenez........................................................................ Trustee	4.00 .......................	X					0	0	0
(34) Manuel Kadre........................................................................ Trustee & Vice Chair	5.00 .......................	X					0	0	0
(35) Carolyn B Lamm........................................................................ Trustee	5.00 .......................	X					0	0	0
(36) Marcus Lemonis........................................................................ Trustee	0.00 .......................	X					0	0	0
(37) Eric Todd Levin........................................................................ Trustee	5.00 .......................	X					0	0	0
(38) Jayne Sylvester Malfitano........................................................................ Trustee	5.00 .......................	X					0	0	0
(39) Marilu Marshall........................................................................ Trustee	0.00 .......................	X					0	0	0
(40) Jose R Mas........................................................................ Trustee	1.00 .......................	X					0	0	0
(41) Patricia Menendez-Cambo........................................................................ Trustee	5.00 .......................	X					0	0	0
(42) Stuart A Miller........................................................................ Trustee	20.00 .......................	X					0	0	0
(43) William L Morrison........................................................................ Trustee	5.00 .......................	X					0	0	0
(44) Judi Prokop Newman........................................................................ Trustee	0.00 .......................	X					0	0	0
(45) Jorge M Perez........................................................................ Trustee	3.00 .......................	X					0	0	0
(46) Aaron S Podhurst........................................................................ Trustee	8.00 .......................	X					0	0	0
(47) Lois Pope........................................................................ Trustee	0.00 .......................	X					0	0	0
(48) Alex E Rodriguez........................................................................ Trustee	1.00 .......................	X					0	0	0
(49) Steven J Saiontz........................................................................ Trustee	4.00 .......................	X					0	0	0
(50) Robert E Sanchez........................................................................ Trustee	3.00 .......................	X					0	0	0
(51) Marvin R Shanken........................................................................ Trustee	2.00 .......................	X					0	0	0
(52) Laurie S Silvers........................................................................ Trustee & Chair	2.00 .......................	X					0	0	0
(53) HT Smith Jr........................................................................ Trustee	2.50 .......................	X					0	0	0
(54) Jacquelyn R Soffer........................................................................ Trustee	0.00 .......................	X					0	0	0
(55) E Roe Stamps IV........................................................................ Trustee	2.00 .......................	X					0	0	0
(56) Ronald G Stone........................................................................ Trustee	8.00 .......................	X					0	0	0
(57) Johnny C Taylor Jr........................................................................ Trustee & Vice Chair	3.50 .......................	X					0	0	0
(58) Patricia W Toppel........................................................................ Trustee	2.00 .......................	X					0	0	0
(59) Ana VeigaMilton........................................................................ Trustee	5.00 .......................	X					0	0	0
(60) Alice S Vilma........................................................................ Trustee	1.00 .......................	X					0	0	0
(61) Jonathan Vilma........................................................................ Trustee	1.00 .......................	X					0	0	0
(62) David R Weaver........................................................................ Trustee	5.00 .......................	X					0	0	0
(63) Geisha Jimenez Williams........................................................................ Trustee	0.00 .......................	X					0	0	0
(64) G Ed Williamson II........................................................................ Trustee	3.00 .......................	X					0	0	0
(65) Jacqueline A Travisano........................................................................ Executive VP & COO	80.00 .......................		X				775,534	0	81,742
(66) Jeffrey Duerk........................................................................ Executive VP & Provost	80.00 .......................		X				774,375	0	54,355
(67) Leslie Dellinger Aceituno........................................................................ Secretary	80.00 .......................		X				163,596	0	64,366
(68) Edward Abraham........................................................................ EVP & CEO of UHealth	80.00 .......................			X			2,838,170	0	39,399
(69) Dipen J Parekh........................................................................ Director & Professor	80.00 .......................			X			2,338,806	0	113,687
(70) Joseph Echevarria........................................................................ CEO of UHealth, EVP Health Affairs	4.00 .......................			X			755,333	0	25,320
(71) Manuel Diaz........................................................................ Head Coach, Football	80.00 .......................				X		3,254,690	0	57,646
(72) Joseph Lamelas........................................................................ Director & Professor	80.00 .......................				X		2,809,155	0	44,255
(73) James J Larranaga........................................................................ Head Coach, Basketball	80.00 .......................				X		2,512,239	0	50,677
(74) David Birnbach........................................................................ Professor	80.00 .......................				X		2,056,352	0	48,200
(75) Vianna Rodrigo........................................................................ Medical Surgeon Transplant	80.00 .......................				X		1,531,482	0	60,637
(76) Aileen Ugalde........................................................................ University Secretary (form	80.00 .......................					X	650,252	0	73,660

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	22,009,417	125,000	1,032,226

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

3,742

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

Yes

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Yes

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation
Moss and Associates 800 Brickell Ave Suite 1500 Miami,FL33131	Construction Services	26,703,189
Management Health Systems LLC 1580 Sawgrass Corporate Pkwy Ste 20 Sunrise,FL33323	Staffing Services	20,176,128
Vilar-Hoynack Construction Company LLC 9400 S Dadeland Blvd Ste 606 Miami,FL33156	Construction Services	19,528,383
GCA EDUCATION SERVICES INC 1350 Euclid Ave Ste 1500 Cleveland,OH44115	Maintenance and Repair Services	13,250,949
Compass Group USA Inc PO BOX 50196 Los Angeles,CA90074	Food Service Management	13,240,516
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 702

Form 990 (2020)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..		1a	10,477
b	Membership dues..		1b
c	Fundraising events..		1c	200,870
d	Related organizations		1d
e	Government grants (contributions)		1e	559,574,530

f	All other contributions, gifts, grants, and similar amounts not included above		1f	217,004,467

g	Noncash contributions included in lines 1a - 1f:$		1g	17,410,842

h Total. Add lines 1a-1f.......		776,790,344

		Business Code
2a	Hospitals and Clinics	900099	1,973,526,044	1,973,526,044
b	Tuition and Fees	900099	910,508,732	910,508,732
c	Medical Prof Practice	900099	589,260,983	588,511,172	749,811
d	Auxiliary Enterprises	900099	161,220,952	66,673,203	62,331	94,485,418
e	Local Grants and Contr	900099	96,732,940	96,732,940
f	All other program service revenue.		134,574,084	134,312,970	261,114
g	Total. Add lines 2a–2f .....		3,865,823,735

3 Investment income (including dividends, interest, and othersimilar amounts) ......			48,761,374			48,761,374
4 Income from investment of tax-exempt bond proceeds			5,817			5,817
5 Royalties...........			16,377,061			16,377,061
		(ii) Personal	(i) Real
6a	Gross rents	9,338	5,447,605	6a
b	Less: rental expenses	2,282	3,575,414	6b
c	Rental income or (loss)	7,056	1,872,191	6c
d	Net rental income or (loss).......			1,879,247		7,056	1,872,191
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	79,414	880,954,941	7a
b	Less: cost or other basis and sales expenses	49,147	843,369,126	7b
c	Gain or (loss)	30,267	37,585,815	7c
d	Net gain or (loss).........			37,616,082		-1,020,347	38,636,429
8a	Gross income from fundraising events (not including $ 200,870of contributions reported on line 1c). See Part IV, line 18 ....
			8a	46,748
b	Less: direct expenses ...		8b	37,658
c	Net income or (loss) from fundraising events..			9,090			9,090
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	16,902
b	Less: direct expenses ...		9b	2,541
c	Net income or (loss) from gaming activities..			14,361		14,361
10a	Gross sales of inventory, less returns and allowances ..
			10a	181
b	Less: cost of goods sold ..		10b	1
c	Net income or (loss) from sales of inventory..			180		180
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			4,747,277,291	3,770,265,061	74,506	200,147,380

Form 990 (2020)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	43,176,573	43,176,573
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	505,054,582	505,054,582
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	40,234,500	40,234,500
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	4,608,625	1,614,955	2,136,218	857,452
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	1,646,930,783	1,541,367,463	88,999,282	16,564,038
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	38,800,343	36,814,215	1,649,691	336,437
9	Other employee benefits .......	239,564,681	227,124,172	8,129,112	4,311,397
10	Payroll taxes ...........	121,271,143	112,806,295	6,932,086	1,532,762
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	13,836,574	6,974,002	6,857,112	5,460
c	Accounting ...........	554,097	452,474	101,623
d	Lobbying ...........	347,486		347,486
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	11,404,480	11,404,480
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	310,663,255	275,143,782	33,216,155	2,303,318
12	Advertising and promotion ....	29,118,693	28,316,627	296,893	505,173
13	Office expenses .......	100,990,893	92,027,125	8,593,577	370,191
14	Information technology ......	36,632,712	32,003,743	4,628,907	62
15	Royalties ..
16	Occupancy ...........	107,880,746	104,357,293	3,514,497	8,956
17	Travel ............	10,828,309	10,313,702	456,756	57,851
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	11,592,632	10,769,501	732,234	90,897
20	Interest ...........	54,775,332	53,131,873	1,643,459
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	173,031,086	167,579,281	5,451,805
23	Insurance ...	22,201,698	9,275,637	12,926,061
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Medical Supplies	583,718,351	583,718,351
b	Miscellaneous	106,044,043	98,033,893	7,319,040	691,110
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	4,213,261,617	3,991,694,519	193,931,994	27,635,104
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2020)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........			89,970,697	1	35,150,322
2	Savings and temporary cash investments .........			1,221,637,184	2	865,234,519
3	Pledges and grants receivable, net ......			256,957,350	3	216,869,161
4	Accounts receivable, net .............			400,384,296	4	568,784,393
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			48,962,185	7	21,354,679
8	Inventories for sale or use ............			43,935,740	8	38,988,472
9	Prepaid expenses and deferred charges ......			77,078,865	9	39,114,188
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	4,391,387,588
b	Less: accumulated depreciation	10b	2,231,474,822	2,151,566,588	10c	2,159,912,766
11	Investments—publicly traded securities .			557,999,261	11	740,400,863
12	Investments—other securities. See Part IV, line 11 .....			630,400,006	12	1,050,563,898
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............			1,127,001	14
15	Other assets. See Part IV, line 11 ...........			59,589,445	15	234,775,954
16	Total assets. Add lines 1 through 15 (must equal line 33)...			5,539,608,618	16	5,971,149,215

17	Accounts payable and accrued expenses .....	321,589,140	17	392,939,073
18	Grants payable ...		18
19	Deferred revenue .........	236,574,901	19	231,242,848
20	Tax-exempt bond liabilities .........	1,222,284,110	20	1,205,136,216
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..	810,279,540	24	202,964,449
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	458,548,163	25	512,968,718
26	Total liabilities. Add lines 17 through 25..	3,049,275,854	26	2,545,251,304

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,074,407,644	27	1,685,739,784
28	Net assets with donor restrictions ...........	1,415,925,120	28	1,740,158,127
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	2,490,332,764	32	3,425,897,911
33	Total liabilities and net assets/fund balances ........	5,539,608,618	33	5,971,149,215

Form 990 (2020)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

4,747,277,291

Total expenses (must equal Part IX, column (A), line 25) ............

4,213,261,617

Revenue less expenses. Subtract line 2 from line 1 ..............

534,015,674

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

2,490,332,764

Net unrealized gains (losses) on investments ...............

313,854,910

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

87,694,563

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

3,425,897,911

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?

Yes

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Yes

Form 990 (2020)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

University of Miami

Employer identification number

59-0624458

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	800,273,551	691,914,187	833,310,843	735,793,948	776,790,344	3,838,082,873
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	800,273,551	691,914,187	833,310,843	735,793,948	776,790,344	3,838,082,873
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.						3,838,082,873

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..	800,273,551	691,914,187	833,310,843	735,793,948	776,790,344	3,838,082,873
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	107,512,560	46,631,938	59,403,850	60,713,176	70,655,688	344,917,212
9	Net income from unrelated business activities, whether or not the business is regularly carried on..	-325,797	1,457,689	-332,088		0	799,804
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						4,183,799,889

Gross receipts from related activities, etc. (see instructions) ..................

12,388,190,563

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

91.740 %

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

92.070 %

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

University of Miami

Employer identification number

59-0624458

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2020

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	347,486
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	347,486
d	Other exempt purpose expenditures ...............................................................................	4,211,576,730
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	4,211,924,216
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	1,000,000
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	250,000
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) Total

2a	Lobbying nontaxable amount	1,000,000	1,000,000	1,000,000	1,000,000	4,000,000

b	Lobbying ceiling amount (150% of line 2a, column(e))					6,000,000

c	Total lobbying expenditures	292,550	340,809	352,932	347,486	1,333,777

d	Grassroots nontaxable amount	250,000	250,000	250,000	250,000	1,000,000

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,500,000

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2020

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990 or 990EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

University of Miami

Employer identification number

59-0624458

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

$ 11,185,024

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

$ 59,396,391

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other public ed & outreach progra

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	1,050,754,202	997,413,188	1,021,508,292	948,579,230	844,642,514
b	Contributions ...	44,900,777	67,672,070	22,260,195	29,917,174	39,933,556
c	Net investment earnings, gains, and losses	341,734,777	27,549,739	-2,903,234	87,286,606	107,091,993
d	Grants or scholarships ...	-8,886,321	-9,203,927	-9,311,271	-9,334,364	-9,017,823
e	Other expenditures for facilities and programs ...	-35,066,457	-32,676,868	-34,140,794	-34,940,354	-34,071,010
f	Administrative expenses ....
g	End of year balance ......	1,393,436,637	1,050,754,202	997,413,188	1,021,508,292	948,579,230

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

17.270 %

Permanent endowment SchDMd Bullet

44.040 %

Term endowment SchDMd Bullet

38.690 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	101,020,484		101,020,484
b	Buildings ....	2,714,367,961	1,294,545,228	1,419,822,733
c	Leasehold improvements	76,751,220	63,677,408	13,073,812
d	Equipment ....	961,634,899	689,967,946	271,666,953
e	Other .....	537,613,024	183,284,240	354,328,784
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				2,159,912,766

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........	-3,058,399	F
(2) Closely-held equity interests........
(3) Other (A) Limited Partnerships	558,574,067	F
(B) Mutual Funds	205,445,032	F
(C) Other	289,603,198	F
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	1,050,563,898

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	512,968,718
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	4,603,440,722
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	313,854,910
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	87,694,563
e	Add lines 2a through 2d .....................			2e	401,549,473
3	Subtract line 2e from line 1..................			3	4,201,891,249
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	6,287,485
b	Other (Describe in Part XIII.) ...........	4b	539,098,557
c	Add lines 4a and 4b....................			4c	545,386,042
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	4,747,277,291

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	3,667,875,575
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	3,667,875,575
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	6,287,485
b	Other (Describe in Part XIII.) ............	4b	539,098,557
c	Add lines 4a and 4b.....................			4c	545,386,042
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	4,213,261,617

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
Part III, Line 4:	Part III, Line 4: Art Collection: The purpose of the University of Miami's Lowe Art Museum (hereinafter "the Museum")'s Collections Management Policy is to document the policies that guide the development, care, stewardship, and use of its collections in a manner that is consistent with both the Museum's Mission and the highest standards of professional art museum practice. Through this Collections Management Policy, the Museum ensures that: - Its collections are preserved, protected, and secured in accordance with the highest of relevant professional standards; - The Museum's collection-related activities promote public good rather than individual gain; - Access to its collections and collection-related materials is appropriately monitored and regulated; - Acquisition, deaccessioning, and loans of works in its collections are conducted in a manner that conforms to the Museum's Mission, complies with applicable law, and reflects the highest of ethical standards; - Disposal of works from its collection through sale, exchange, or other means is solely for the advancement of the Museum's Mission, and that proceeds from the sale of such works are used only to purchase other works of art; and - Its collections are accounted for by regular inventory and documented in the Museum's collections management database. Overall Scope of the Collection The Museum's Permanent Collection represents five millennia of human creativity on every inhabited continent. All collection objects are works of fine art or culturally significant archaeological/ethnographic material. In addition, the Museum maintains a collection of public sculpture installed throughout the University of Miami's Coral Gables campus on behalf of its parent institution. More information on the Museum can be found on its website at www.miami.edu/lowe.
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 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 for income taxes is made in the financial statements. At May 31, 2021, there were no uncertain tax positions. The University files tax returns with U.S. federal and other tax authorities for which the statute of limitations may go back to the year ended May 31, 2018.
Part XI, Line 2d - Other Adjustments:	Cumulative-effect adjustment from adoption of ASC 842 Other Pension Related Gains/Losses
Part XI, Line 4b - Other Adjustments:	Amounts represent: tuition discounting, certain grants, expenses netted from revenues for GAAP purposes.
Part XII, Line 4b - Other Adjustments:	Same as above
Part XI and XII, Line 4b:	Other Revenue and Expense Reconciling Items: Tuition discounting $324,849,645, grants and contracts pass-through transactions from sponsoring agencies $217,866,621, cost of sales of inventories/other assets of $180; Less: gaming income/loss $2,541, non-program related rental expenses $3,577,696 and direct expenses related to fundraising events $37,659.

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Schools

Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image

Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image

Go to www.irs.gov/Form990EZ for the latest information.

OMB No. 1545-0047 2020Open to Public Inspection

Name of the organization

University of Miami

Employer identification number

59-0624458

Part I

YES

Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,

other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . .

Yes

Does the organization include a statement of its racially nondiscriminatory policy toward students in all its

brochures, catalogues, and other written communications with the public dealing with student admissions,

programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Has the organization publicized its racially nondiscriminatory policy on its primary publicly accessible Internet homepage at

all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or through

newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no

solicitation program, in a way that makes the policy known to all parts of the general community it serves? If "Yes," please

describe. If "No," please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . .

Yes

Does the organization maintain the following?

Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .

Yes

Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory

basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Copies of all catalogues, brochures, announcements, and other written communications to the public dealing

with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .

Yes

Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .

Yes

If you answered "No" to any of the above, please explain. If you need more space, use Part II.

Does the organization discriminate by race in any way with respect to:

Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .

Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .

Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.

Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .

Yes

Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .

If you answered "Yes" to either line 6a or line 6b, explain on Part II.

Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05

of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .

Yes

Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.

Cat. No. 50085D

Schedule E (Form 990 or 990-EZ) (2020)

Schedule E (Form 990 or 990EZ) (2020)

Page 2

Part II

Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information. See instructions.

Return Reference

Explanation

Schedule E, Part I, Line 3

The University publishes its Equal Opportunity Policy and Non-discrimination Policy Statement in the following publications: * Workplace Equity & Inclusion Web site * All UM web sites state our Non-discrimination policy under a link for "Privacy Statement and Legal Notices" * Students Rights and Responsibilities Handbook * Academic Bulletin * Student Handbook distributed at Orientation * Faculty Manual * Employee Handbook * Various public bulletin boards located throughout the various campuses, in contracts with other vendors, during University employee orientation, University Career Website, etc.

Schedule E, Part I, Line 6

The University provides 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.

Schedule E (Form 990 or 990-EZ) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization
University of Miami

Employer identification number

59-0624458

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	Central America & the Caribbean			Program Services	Grants to Recipients	114,867
	East Asia & the Pacific			Program Services	Grants to Recipients	201,393
	Europe			Program Services	Grants to Recipients	869,594
	Middle East & North Africa			Program Services	Grants to Recipients	108,271
	North America			Program Services	Grants to Recipients	84,049
	South America			Program Services	Grants to Recipients	632,176
	South Asia			Program Services	Grants to Recipients	61,466
	Sub-Saharan Africa			Program Services	Grants to Recipients	500,994
	Central American and the Caribbean			Program Services	Travel - Institutional Research and Education	9,108
	East Asia & the Pacific			Program Services	Travel - Institutional Research and Education	13,378
	Europe			Program Services	Travel - Institutional Research and Education	8,813
	Middle East & North Africa			Program Services	Travel - Institutional Research and Education	1,987
	North America			Program Services	Travel - Institutional Research and Education	2,810
	South America			Program Services	Travel - Institutional Research and Education	1,325
	Sub-Saharan Africa			Program Services	Travel - Institutional Research and Education	7,872
	Central America and the Caribbean			Investments	N/A	168,241,481
	Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium			Investments	N/A	1,142,803
	Central America and the Caribbean		3	Program Services	Independent Contractors-Institutional Research and Education	2,382
	East Asia and the Pacific		18	Program Services	Independent Contractors-Institutional Research and Education	828,182
	Europe		86	Program Services	Independent Contractors-Institutional Research and Education	2,376,973
	Middle East and North Africa		2	Program Services	Independent Contractors-Institutional Research and Education	348,150
	North America		51	Program Services	Independent Contractors-Institutional Research and Education	1,171,023
	Russia and Neighboring States		1	Program Services	Independent Contractors-Institutional Research and Education	1,000
	South America		24	Program Services	Independent Contractors-Institutional Research and Education	219,972
	South Asia		4	Program Services	Independent Contractors-Institutional Research and Education	24,850
	Sub-Saharan Africa		9	Program Services	Independent Contractors-Institutional Research and Education	61,396
3a	Sub-total ....	0	0			2,572,810
b	Total from continuation sheets to Part I ...	0	198			174,463,505
c	Totals (add lines 3a and 3b)	0	198			177,036,315

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020

Schedule F (Form 990) 2020

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)
Central America & the Caribbean	Research	19,406	Wire Transfer	N/A	N/A
Central America & the Caribbean	Research	41,974	Wire Transfer	N/A	N/A
Central America & the Caribbean	Research	53,486	Wire Transfer	N/A	N/A
East Asia & the Pacific	Research	16,210	Wire Transfer	N/A	N/A
East Asia & the Pacific	Research	92,455	Wire Transfer	N/A	N/A
East Asia & the Pacific	Research	52,105	Wire Transfer	N/A	N/A
East Asia & the Pacific	Research	40,623	Check	N/A	N/A
Europe	Research	34,441	Wire Transfer	N/A	N/A
Europe	Research	11,974	Wire Transfer	N/A	N/A
Europe	Research	152,096	Wire Transfer	N/A	N/A
Europe	Research	72,310	Wire Transfer	N/A	N/A
Europe	Research	26,921	Check	N/A	N/A
Europe	Research	5,361	Wire Transfer	N/A	N/A
Europe	Research	113,484	Wire Transfer	N/A	N/A
Europe	Research	105,792	Wire Transfer	N/A	N/A
Europe	Research	5,238	Wire Transfer	N/A	N/A
Europe	Research	133,743	Wire Transfer	N/A	N/A
Europe	Research	113,800	Wire Transfer	N/A	N/A
Europe	Research	30,638	Wire Transfer	N/A	N/A
Europe	Research	9,496	Wire Transfer	N/A	N/A
Europe	General Support	54,298	Check	N/A	N/A
Middle East & North Africa	Research	75,353	Check	N/A	N/A
Middle East & North Africa	Research	32,918	Wire Transfer	N/A	N/A
North America	Research	54,757	Wire Transfer	N/A	N/A
North America	Research	29,292	Check	N/A	N/A
South America	Research	353,392	Wire Transfer	N/A	N/A
South America	Research	38,196	Wire Transfer	N/A	N/A
South America	Research	46,094	Wire Transfer	N/A	N/A
South America	Research	50,033	Wire Transfer	N/A	N/A
South America	Research	144,462	Wire Transfer	N/A	N/A
South Asia	Research	61,466	Wire Transfer	N/A	N/A
Sub-Saharan Africa	Research	59,258	Wire Transfer	N/A	N/A
Sub-Saharan Africa	Research	255,153	Wire Transfer	N/A	N/A
Sub-Saharan Africa	Research	186,583	Wire Transfer	N/A	N/A

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......	5
3	Enter total number of other organizations or entities .......................	29

Schedule F (Form 990) 2020

Schedule F (Form 990) 2020Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

	(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)
Scholarships, Fellowship Grants	Central America and the Caribbean	126	4,076,242	Check	N/A	N/A
Scholarships, Fellowship Grants	East Asia and the Pacific	760	11,959,670	Check	N/A	N/A
Scholarships, Fellowship Grants	Europe	273	8,146,027	Check	N/A	N/A
Scholarships, Fellowship Grants	Middle East and North Africa	81	1,419,052	Check	N/A	N/A
Scholarships, Fellowship Grants	North America	63	1,478,495	Check	N/A	N/A
Scholarships, Fellowship Grants	Russia and Neighboring States	29	810,857	Check	N/A	N/A
Scholarships, Fellowship Grants	South America	289	6,087,126	Check	N/A	N/A
Scholarships, Fellowship Grants	South Asia	117	2,943,395	Check	N/A	N/A
Scholarships, Fellowship Grants	Sub-Saharan Africa	30	740,826	Check	N/A	N/A

Schedule F (Form 990) 2020

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2020

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
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.
Part I, line 3:	Activity Expenditures: Expenditures are recorded based on the accrual method of accounting and are recorded when incurred.
Part III Accounting Method:

Schedule F (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization
University of Miami

Employer identification number

59-0624458

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, VI, UT, VT, VA, WA, WV, WI, WY

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2020

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 Gala (event type)	(b) Event #2 5K and other Events (event type)	(c) Other events 1 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	202,503	23,917	21,198	247,618
2	Less: Contributions . . . .	194,438	2,892	3,540	200,870
3	Gross income (line 1 minus line 2) . . . . . .	8,065	21,025	17,658	46,748

4	Cash prizes . . . . .
5	Noncash prizes . . . .	533			533
6	Rent/facility costs . . . .
7	Food and beverages . . .
8	Entertainment . . . .	7,597	893		8,490
9	Other direct expenses . . .	8,108	20,517	10	28,635
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				37,658
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				9,090

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .			16,902	16,902

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .	2,541	2,541

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

2,541

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

14,361

Enter the state(s) in which the organization conducts gaming activities: FL

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2020

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

0 %

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

100.000 %

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Kathy Dwyer

Address

600 Long Wharf Drive New Haven, CT06511

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ 16,902and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

600 Long Wharf Drive New Haven, CT06511

Gaming manager information:

Name

Kathy Dwyer

Gaming manager compensation right arrow

$ 1,955

Description of services provided right arrow

Website/platform, software license, location services, training, technical support, Bump system programming, regulatory approval

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

$ 12,992

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

University of Miami

Employer identification number

59-0624458

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other 30000.0000000000 %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	5,993,622		5,993,622	0.140 %
b	Medicaid (from Worksheet 3, column a) . . . . .	166,197,986	142,932,739	23,265,247	0.550 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	172,191,608	142,932,739	29,258,869	0.690 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	3,045,681	3,051,281	0	0 %
f	Health professions education (from Worksheet 5) . . .	31,036,294	3,390,834	27,645,460	0.660 %
g	Subsidized health services (from Worksheet 6) . . . .	5,825,180	5,825,180
h	Research (from Worksheet 7) .	68,298,005	67,589,772	708,233	0.020 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	82,505		82,505	0 %
j	Total. Other Benefits . .	108,287,665	79,857,067	28,436,198	0.680 %
k	Total. Add lines 7d and 7j .	280,479,273	222,789,806	57,695,067	1.370 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2020

Schedule H (Form 990) 2020

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support	1,809,053	1,650,468	158,585	0 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total	1,809,053	1,650,468	158,585	0 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

48,752,750

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

310,541,128

Enter Medicare allowable costs of care relating to payments on line 5.....

343,227,271

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-32,686,143

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2020

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)						Other (describe)
1	University of Miami Hospital & Clinics 1475 NW 12 Avenue Miami,FL33136 sylvester.org #4074	X	X	X	X	Prospective Payment System Exempt Hospital

Schedule H (Form 990) 2020

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	University of Miami Hospital and Clinics
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 19

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): umiamihealth.org/community-health-improvement

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 20

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): umiamihealth.org/community-health-improvement

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2020

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	University of Miami Hospital and Clinics
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

umiamihealth.org/sylvester-comprehensive-cancer-center/billing-,-a-,-financ

The FAP application form was widely available on a website (list url):

umiamihealth.org/sylvester-comprehensive-cancer-center/billing-,-a-,-financ

A plain language summary of the FAP was widely available on a website (list url):
umiamihealth.org/sylvester-comprehensive-cancer-center/billing-,-a-,-financ

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2020

Page 6

Part VFacility Information (continued)

Billing and Collections

	University of Miami Hospital and Clinics
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2020

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	University of Miami Hospital and Clinics
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2020

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
University of Miami Hospital and Clinics	Part V, Section B, Line 5: At the start of 2020, UHealth embarked on an ambitious CHNA initiative with Jackson Health System and Nicklaus Children's Hospital. This is the first collaborative CHNA in Miami-Dade County in which health systems came together to determine the health needs of the county. Our CHNA was a systematic, data-driven approach to determining the health status, behaviors, and needs of Miami-Dade residents. This information was used to inform the decisions and guide our efforts to improve community health and wellness by creating our current Implementation Plan. Internally we have convened a working advisory team, the Community Benefit Committee. Members of the committee are experts, staff members and faculty from across the health system who specialize in a range of areas, including Public Health, Minority Populations and Health Disparities, Social Determinants of Health, Healthcare, Social Services and Research and Evaluation. The group meets monthly and provides input to help ensure we have identified and created avenues to respond to the most pressing community health needs. UHealth's leadership provides crucial oversight in the planning and implementation of our community health strategy. UHealth includes Sylvester Comprehensive Cancer Center, Bascom Palmer Eye Institute, UHealth Tower, and 31 outpatient sites providing comprehensive care in more than 100 subspecialties across South Florida. As the region's only academic health system, our mission is to provide world-class health care and promote the health and well-being of the communities we serve. The following "areas of opportunity" represent the significant health needs of the community, based on the information gathered through our recent Community Health Needs Assessment (CHNA). The areas of opportunity were determined after consideration of various criteria, including standing in comparison with benchmark data (particularly national data); the dominance of significant findings within topic areas; the magnitude of the issue in terms of the number of persons affected; and the potential health impact of a given issue. These also consider those issues of greatest concern to our community stakeholders and our key informants who gave input during the CHNA process. The following community health needs were deemed significant and were prioritized through a community involved process and an internal community benefit committee review. -Access to Care-Cancer-COVID-19-Diabetes-Heart Disease and Stroke-Housing-Injury and Violence-Mental Health-Nutrition, Physical Activity and Weight-Sexual Health-Substance Abuse-Tobacco UseTo ensure our teams could make significant impact, we narrowed our scope down to five priority areas. They are access to care, COVID-19, mental health, cancer, nutrition, physical activity, and weight.
University of Miami Hospital and Clinics	Part V, Section B, Line 6a: Our CHNA was completed in conjunction with Jackson Health System and Nicklaus Children's Hospital. As outlined above, this was the first collaboration of its kind in our county. The assessment was conducted on our behalf by PRC, a nationally recognized health care consulting firm with extensive experience conducting Community Health Needs Assessments in hundreds of communities across the United States since 1994.
University of Miami Hospital and Clinics	Part V, Section B, Line 6b: Final participation in the CHNA included representatives of the organizations outlined below. Adrienne Arsht Center American Heart Association Avanse Ansanm Beacon Council Borinquen Medical Centers of Miami-Dade Boys Scouts of America Branches, Inc. Brief Strategic Family Therapy Institute Carrollton School of the Sacred Heart Catalyst Miami Center for Family and Child Enrichment Center for Haitian Studies City of Hialeah Gardens City of Miami Gardens City of Miami Springs Community Newspapers Coral Gables Fire Rescue Dan Marino Foundation Florida Blue Florida Department of HealthMiami-Dade Friends of the Underline 501-C3 non-profit Greater Miami Jewish Foundation Health Council of South Florida Hispanic Women of Distinction Hope for Miami Jackson Health Foundation Jackson Health System Jessie Trice Community Health Centers La Liga Contra El Cancer Liberty City Reads Marlins Community Program Marlins Foundation
University of Miami Hospital and Clinics	Part V, Section B, Line 11: UHealth addresses the unmet needs of our community in accordance with our mission and alignment with the health system goals and of our Community Benefit Committee. Key findings from all data sources related to the CHNA were reviewed and the most pressings needs were incorporated into an Implementation Strategy. This multi-year strategy was designed to address the most vulnerable and underserved in our community while taking into consideration, racial, ethnic, and linguistic needs. At this time, UHealth will not address all identified needs in the Community Health Needs Assessment as part of our Implementation Plan to prioritize needs and enhance our impact on areas of focus mentioned in PART V, SECTION B, LINE 3E. We recognize that all health needs prioritized by the community are important to address. UHealth is committed to moving our mission forward through community health improvement efforts and extending our reach by partnering with other health systems and community-based organizations to address these disparitiesUHealth's community benefit activities were greatly impacted beginning in March 2020 by the coronavirus (COVID-19) pandemic. In early March 2020, all community-based activities, that could not be shifted online, were placed on hold for the safety of our community, faculty, and staff. However, it should be noted that UHealth successfully transitioned some of its outreach, education, and wellness activities, as well as health care delivery, to virtual platforms ensuring some continuity of information and care to address the most pressing needs in our community.Although COVID-19 was a major disruption to our traditional community health outreach, education, and screening efforts, UHealth sprang into action, partnering with local, state, and national partners to ensure our community had access to vital information, testing and treatment. Our DOCS program which serves as an opportunity for students and institutions to provide necessary healthcare to underserved patients in local communities, partnered with the Florida Department of Health to serve in shifts every day from 8 AM to 11 PM during the initial height of the COVID pandemic in South Florida. In addition, we assisted in the Surveillance Program Assessing Risk and Knowledge of Coronavirus (SPARK-C), which randomly selected Miami-Dade residents to receive serologic testing for COVID-19 to determine prevalence. Our team was trained on data capture, operating telecommunications, and registering and scheduling residents for testing.UHealth deployed our Pediatric Mobile Clinic 203 times prior to March 2020, when the pandemic temporarily halted outreach activities. The Pediatric Mobile Clinic provides medical care to uninsured children in need. Services provided include well-visits, sports physicals, immunizations, management of chronic conditions, urgent care, mental health, and social work. In FY20, UHealth's Pediatric Mobile Clinic saw 4,484 school-aged children from Miami-Dade County Public Schools, providing 15,432 students with well child visits, and 7,813 school children with required immunizations. UHealth provides in-kind contributions to this program in the form of pediatric and family medicine residents and the telecardiology program.In addition to mobile outreach, UHealth offered various fitness and wellness programming, including Zumba, Meditation, Reiki, and Yoga at the Lennar Foundation Medical Center. Due to COVID-19 these sessions were paused. However, between October 2019 and February 2020, UHealth hosted eight classes for approximately 100 Miami-Dade residents.We understand the importance of physical health withing the communities that we serve and couple those services with opportunities for education. UHealth experts participated in two educational sessions with our world- renowned faculty and researchers. In February 2020, we hosted an informational evening for approximately 440 attendees focused on heart health and emphasizing the importance of monitoring critical diseases that affect our communities.As South Florida's only NCI-Designated Cancer Center, Sylvester Comprehensive Cancer Center offers 30 monthly support groups, in both English and Spanish to our community. In FY20, more than 2,150 community members attended UHealth support group programming for breast cancer, metastatic breast cancer, brain tumor, sarcoma, inpatient caregiver, caregiver, post-stem cell, stem cell meet and greet, woman to woman, pancreatic cancer, lung cancer, GI, prostate, financial health, adolescent and young adults, GYO, and general cancer.In FY20, we also provided 2,700 community residents with cancer screening and prevention materials, with more than 5% (157) residing in high cancer incidence zip codes within Miami-Dade County. Of those screened, eight of the resident's screenings were positive and 100% of those were referred to community-based supportive resources. 2,700 community residents were provided with educational materials specific to colon cancer at 35 educational health events through the county. In addition, 73 no-cost colon cancer screening kits were distributed, with over 63% (47) of them being returned for processing.Through the Firefighter Cancer Initiative (FCI) which was founded by the Sylvester Comprehensive Cancer Center in 2015, a strong partnership with local firefighting agencies has been formed. The primary goals of FCI are to better document and understand the excess burden of cancer among Florida firefighters, and identify novel, evidence-based methods for reducing risk. The initiative is led by a multidisciplinary team of scientists, healthcare practitioners and occupational health and safety experts and uses community engaged approaches to ensure that firefighters' voice and occupational experience is reflected throughout all aspects of program planning and implementation. Due to the high rate of cancer within our first responder community, Sylvester conducted 80 free skin cancer screenings for firefighters in South Florida. In addition to our direct outreach, education, and screening efforts for firefighters, Sylvester hosted the second annual National Firefighter Cancer Symposium (NFCS) in late February 2020. This event provided access to the latest health promotion and intervention aimed at reducing cancer in the fire service. Sylvester Cancer Support Services (CSS) includes oncology nutrition, acupuncture, social work, exercise physiology, yoga, music therapy, arts and medicine, massage, chaplaincy, pet therapy. We also offer a variety of educational and exercise programs such as wig consultations, spiritual health, and well-being, after school dance parties and music time for children, a choir, and more. In FY20, UHealth provided 2,766 community residents with cancer support services.In the realm of helping to alleviate barriers to higher-education to support overall health and well-being, UHealth supports 100% of the Summer Undergraduate Research Fellowship (SURF), whose goal is to inspire and train the next generation of biomedical researchers and physician-scientists. SURF seeks to maximize the talents and intellectual contributions from a diverse scientific and biomedical workforce and reduce the burden of human disease. Our 10-week program immerses students from diverse backgrounds in hand-on innovative biomedical research in the laboratories of our exceptional faculty members from multiple research disciplines. Fellows present their research at the end of the program at a dedicated SURF Symposium. In addition to an intensive research experience, our SURF fellows benefit from a full schedule of career development sessions, including learning how to write effectively, how to transition to an independent career, the importance of diversity and inclusion in biomedicine, how to pick a mentor (including a meet-the-mentor opportunity with UHealth research leadership), physician shadowing, critical reading of scientific literature, scientific ethics, and appropriate conduct. Mini bootcamps are also offered on a variety of topics.In 2020 due to COVID-19, the Summer Undergraduate Research Fellowship (SURF) was hosted as a virtual program, with 12 SURF participants (8 women, 4 men; 3 Hispanic/Latino, 6 Black/AA, 3 White) from James Madison University, University of South Florida, Bowdoin College, University of Missouri St. Louis, University of Notre Dame, University of Oklahoma, Florida International University, Savannah State University, Bucknell University, and College of William and Mary. Area Health Education Centers (AHEC) Network is a statewide system for health professional education and support founded upon 10 regional Area Health Education Centers. Each center is supported by an AHEC program as one of the state's medical schools. This organizational structure enables the AHECs to draw upon the resources of the health centers in addressing local healthcare issues. Collaboration is key.

Schedule H (Form 990) 2020

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?
Name and address		Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10

Schedule H (Form 990) 2020

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
Part I, Line 6a:	The organization prepared a community benefit report during the tax year.
Part I, Line 7:	The Medicare cost report was used, except for 7b (Medicaid and other means-tested government programs). For 7b, a cost-to-charge ratio was used. The cost to charge ratio used for Medicaid cost calculation is based on the actual cost of Traditional Medicaid Fee-for-Service claims as reported on the Medicare Cost Report. These calculated costs (Inpatient Routine, Inpatient Ancillary, and Outpatient) are compared to the charges for these services reported on the same cost report. This ratio is used as the Medicaid cost-to-charge ratio to be applied to total gross Medicaid charges (both Traditional Fee for Service and Managed Care) as reported on the AHCA FUHRS report.
Part II, Community Building Activities:	As communities throughout Miami-Dade County increase in diversity and scope, it is apparent that certain populations continue to experience poorer health and disproportionate rates of illness and death. UHealth continues to work on innovative efforts to better meet the needs of vulnerable and under resourced populations that go beyond clinical care to address social determinants of health which have great impact on health status. Community building activities and outreach remain one of the key pieces to effective community health improvement strategies.
Part III, Line 2:	Total bad debt expense is determined using the hospital's patient accounting records.
Part III, Line 3:	Patients who render sufficient financial information to make a determination of eligibility under the hospitals' financial assistance policy are either treated as charity care (if they qualify) or given a "self- pay" discount (if they do not qualify as charity care).
Part III, Line 4:	The University's financial statements do not contain a footnote concerning bad debt for the hospitals. The University's financial statements account for bad debt as a reduction of revenue. For the year ended May 31, 2021, the hospitals recorded $48,752,750 of implicit price concessions as a direct reduction of patient service revenue that would have been reported as a provision for bad debts prior to the adoption of ASU 2014-09.
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 Clinics (UMHC) is a Prospective Payment System (PPS) exempt hospital and, as such, is cost based reimbursed for both inpatient and outpatient services. For inpatient services, the limit is the TEFRA target limit. The hospital, on occasion, exceeds the target rate and does not receive full cost reimbursement. The TEFRA target amount is updated by the Medicare program annually by the TEFRA updating factor. However, the amount of the TEFRA 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 was established using a base year, which was 1996, at a rate of 85.5% of cost. The PCR for all PPS-exempt cancer centers was 89% from 1/1/20 to 5/31/20, and also 89% through 5/31/21; therefore, the hospital currently does not receive payment for about 11% of its outpatient cost.
Part III, Line 9b:	Note 3 of the financial statements reads in-part as follows: "the hospital provides care to patients who are financially unable to pay for the healthcare 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."
Part VI, Line 2:	Needs assessment: UHealth completed its most recent community health needs assessment (CHNA) in 2019, evaluating the health needs of individuals living in Miami-Dade County, Florida. The CHNA educates and validates UHealth on where and who to focus its efforts on when working to improve health outcomes for the residents with the greatest needs.The completion of the CHNA and corresponding implementation plan allowed UHealth to prioritize the significant health needs of the community and develop a robust strategy to address those needs.
Part VI, Line 3:	Patient education of eligibility for assistance: 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:	Community information: UHealth is situated and primarily serves Miami-Dade County. Miami-Dade is the seventh largest county in the US and represents 12.6% of Florida's population. It is one of the few counties in the United States that is "minority-majority," in that a racial/ethnic minority group comprises the majority of the population with approximately 69.4% Latino or Hispanic residents; 17.7% black, non-Hispanic; 12.9% white, non-Hispanic; 1.6% Asian; 0.3% American Indian and Alaska Native. 53.7% of Miami-Dade's population are foreign-born, more than double that of the state. Miami-Dade County has a relatively young population with 83.3% of persons under age 65 and 20.2% under the age of 18. In Miami Dade County, 15.7% of all individuals live below the federal poverty level, with a median household income of $51,347 as compared to 12.7% and 55,600 respectively in the State of Florida. The SocioNeeds Index, developed by the Conduent Healthy Communities Institute, is a measure of socioeconomic need calculated from several social and economic factors, ranging from poverty to education, which may impact health and/or access to care. The Index is correlated with potentially preventable hospitalization rates related to chronic conditions, diabetes, and obesity. Index values range from 0 to 100, in which 100 represents communities with the greatest socioeconomic need. The median score for Miami-Dade County is 67.7 out of 100, which is indicative of poor health outcomes due to high needs within the community. The SocioNeeds Index further confirms the socioeconomic disparities observed among residents of Miami-Dade County. In addition to the SocioNeeds Index, a rank measure is calculated by comparing the SocioNeeds Index of all zip codes in Miami-Dade County (a rank of 5 represents high need, while a rank of 1 represents low need). More than one-third (36.3%) of Miami-Dade County residents live in ZIP codes identified as those with the "greatest need" (5). More than two-thirds (67.5%) of residents reside in ZIP codes with a SocioNeeds Index score of a three (3) or higher. In 2019, the ten leading causes of death in Miami-Dade County were heart disease, cancer, stroke, Alzheimer's disease, chronic lower respiratory disease, unintentional injury, diabetes, Parkinson's Disease, nephritis/nephrotic syndrome and nephrosis, and hypertension; seven of which are explicitly addressed in our Community Health Needs Assessment.
Part VI, Line 5:	Promotion of community health: UHealth in partnership with the Miller School of Medicine is focused on the well-being of the community we serve. Sylvester Comprehensive Cancer Center, Bascom Palmer Eye Institute, the Department of Community Service and all clinical departments conduct critical health screenings, provide education and outreach activities to underserved populations through a myriad of activities including health fairs, free clinics, community-based screenings, referrals to low/no-cost programs and ensure placement of our mobile units in underserved communities with limited transportation. The health system's Board of Directors reviews and approved the CHNA and corresponding implementation plan further ensuring the organizational commitment to improving overall community health.
Part VI, Line 6:	Affiliated health care system: The organization has an affiliationagreement with Miami-Dade County's Public Health Trust (PHT) to provideteaching physicians who supervise PHT's interns and residents at JacksonMemorial Hospital.

Schedule H (Form 990) 2020

Additional Data

Software ID:
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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
University of Miami

Employer identification number
59-0624458

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) 123 THERAPY INC 3670 N 54TH AVE HOLLYWOOD,FL330212340	45-3437211		88,578	N/A	N/A	RESEARCH
(2) ADRIANA TAFUR SERVICES INCORPORATED 2020 NE 163RD ST STE 207 N MIAMI BEACH,FL331624927	51-0535858		40,889	N/A	N/A	RESEARCH
(3) ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BELFER 1108 BRONX,NY104611900	83-0621846	501(c)(3)	155,452	N/A	N/A	RESEARCH
(4) AMERICAN HEART ASSOCIATION INC SOUTHEAST ACCTS -REC PO BOX 4002900 DES MOINES,IA503402900	13-5613797	501(c)(3)	366,850	N/A	N/A	RESEARCH
(5) ARIZONA STATE UNIVERSITY THUNDERBIRD SCHOOL OF GLOBAL MGMT 1 GLOBAL PL GLENDALE,AZ853066000	86-0196696	State of AZ	55,222	N/A	N/A	RESEARCH
(6) ARTEMIS INC 36 CENTRAL AVE HAUPPAUGE,NY117884734	11-3514688		20,000	N/A	N/A	RESEARCH
(7) ATMOSPHERIC AND ENVIRONMENTAL RESEARCH INC 131 HARTWELL AVE LEXINGTON,MA024213126	04-2608324		15,735	N/A	N/A	RESEARCH
(8) BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA BCM210-600D HOUSTON,TX770303411	74-1613878	501(c)(3)	14,393	N/A	N/A	RESEARCH
(9) BECKMAN COULTER INC 5350 LAKEVIEW PARKWAY SOUTH DR INDIANAPOLIS,IN462685129	95-1040600		8,288	N/A	N/A	RESEARCH
(10) BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 1201 NINTH AVENUE SEATTLE,WA981012795	91-0653422	501(c)(3)	23,373	N/A	N/A	RESEARCH
(11) BERMUDA INSTITUTE OF OCEAN SCIENCES INC IBC 9013 152-01 ROCKAWAY BLVD JAMAICA,NY11434	06-0706038	501(c)(3)	41,741	N/A	N/A	RESEARCH
(12) BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM OFFICE FOR RESEARCH SPONSORED PROGRAMS DRAWER 538 MILWAKEE,WI532780538	39-1805963	501(c)(3)	174,350	N/A	N/A	RESEARCH
(13) BUILDING FOUNDATIONS THERAPY SERVICES INC 13590 SW 134TH AVE STE 107 MIAMI,FL331864575	46-1893790		12,400	N/A	N/A	RESEARCH
(14) CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD MC 234-6 PASADENA,CA911250001	95-1643307	501(c)(3)	95,324	N/A	N/A	RESEARCH
(15) CALIFORNIA PACIFIC MEDICAL CENTER RESEARCH INSTITUTE 475 BRANNAN ST SUITE 130 SAN FRANCISCO,CA941075498	94-0562680	501(c)(3)	6,363	N/A	N/A	RESEARCH
(16) CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE NORD HALL SUITE 615 CLEVELAND,OH441067037	34-1018992	501(c)(3)	485,468	N/A	N/A	RESEARCH
(17) CHILDRENS HEALTH AND EDUCATIONAL MANAGEMENT 8785 SW 165TH AVE STE 106D MIAMI,FL331935827	02-0552323		70,880	N/A	N/A	RESEARCH
(18) CHULA VISTA ELEMENTARY SCHOOL DISTRICT 540 G ST RM 1001 CHULA VISTA,CA919103604	95-6000613		10,650	N/A	N/A	RESEARCH
(19) COLLABORATIVE DRUG DISCOVERY INC 1633 BAYSHORE HWY STE 342 BURLINGAME,CA940101515	42-1631574		248,851	N/A	N/A	RESEARCH
(20) COLORADO SEMINARY 1999 E EVANS AVE KRH 317 DENVER,CO80208	84-0404231	501(c)(3)	29,388	N/A	N/A	RESEARCH
(21) COLORADO STATE UNIVERSITY MORGAN LIBRARY ACCT SERVS 1019 CAMPUS DELIVERY FORT COLLINS,CO805231019	84-6000545		7,677	N/A	N/A	RESEARCH
(22) COMMUNITY HEALTH OF SOUTH FLORIDA INC 10300 SW 216TH ST CUTLER BAY,FL331901003	59-1372690	501(c)(3)	287,991	N/A	N/A	RESEARCH
(23) CONNECTFAMILIAS INC 1111 SW 8TH ST STE 207 MIAMI,FL331303639	37-1646586	501(c)(3)	46,502	N/A	N/A	RESEARCH
(24) CRAIG HOSPITAL 3425 S CLARKSON ST BUSINESS OFFICE ENGLEWOOD,CA801132811	84-0404233	501(c)(3)	62,791	N/A	N/A	RESEARCH
(25) CREATV MICROTECH INC 11609 LAKE POTOMAC DR POTOMAC,MD208541221	52-1997174		6,020	N/A	N/A	RESEARCH
(26) DEBORA A FRYE 620 IBIS DR DELRAY BEACH,FL334441928	26-1939010		34,255	N/A	N/A	RESEARCH
(27) DREXEL UNIVERSITY 2900 W QUEEN LN K WING PHILADELPHIA,PA191291033	23-1352630	501(c)(3)	47,154	N/A	N/A	RESEARCH
(28) DUKE UNIVERSITY CFAR IMMUNOLOGY CORE DUMC BOX 2926-SCHOOL OF MEDICINE DURHAM,NC27710	56-0532129	501(c)(3)	306,611	N/A	N/A	RESEARCH
(29) EASTER SEALS SOUTH FLORIDA INC 1475 NW 14 AVE MIAMI,FL331251616	59-0722783	501(c)(3)	10,658	N/A	N/A	RESEARCH
(30) EASTERN VIRGINIA MEDICAL SCHOOL OFFICE OF GRANTS ACCOUNTING PO BOX 1980 NORFOLK,VA235011980	54-6055378	501(c)(3)	13,213	N/A	N/A	RESEARCH
(31) EMORY UNIVERSITY 1599 CLIFTON RD 3RD FL-1599-001-1AD FL-1599-001-1AD ATLANTA,GA30322	58-0566256	501(c)(3)	3,210,385	N/A	N/A	RESEARCH
(32) EMPOWER U INC 7900 NW 27TH AVE MIAMI,FL331474909	65-0899207	501(c)(3)	14,632	N/A	N/A	RESEARCH
(33) FAMILY CENTRAL INC 10800 BISCAYNE BLVD STE 201 MIAMI,FL33161	59-1487190	501(c)(3)	879,895	N/A	N/A	RESEARCH
(34) FENWAY COMMUNITY HEALTH CENTER INC 1340 BOYLSTON ST BOSTON,MA022154302	04-2510564	501(c)(3)	207,545	N/A	N/A	RESEARCH
(35) FLORIDA A&M UNIVERSITY 1700 LEE HALL DR 201 FOOTE-HILYER ADMIN CTR TALLAHASSEE,FL323073200	59-0977035	501(c)(3)	17,736	N/A	N/A	RESEARCH
(36) FLORIDA ALLIANCE FOR ASSISTIVE SERVICES AND TECHNOLOGY INC 820 E PARK AVE STE D200 TALLAHASSEE,FL323012688	59-3352342	501(c)(3)	67,836	N/A	N/A	RESEARCH
(37) FLORIDA ATLANTIC UNIVERSITY 777 GLADES RD BOCA RATON,FL334316424	65-0385507	State of FL	109,401	N/A	N/A	RESEARCH
(38) FLORIDA INTERNATIONAL UNIVERSITY BOARD OF TRUSTEES MARC 470 11200 SW 8 ST MIAMI,FL331992516	65-0177616	State of FL	1,288,724	N/A	N/A	RESEARCH
(39) FLORIDA KEYS AREA HEALTH EDUCATION CENTER INC 5800 OVERSEAS HWY STE 38 MARATHON,FL330502744	65-0183810	501(c)(3)	489,970	N/A	N/A	RESEARCH
(40) FLORIDA PUBLIC HEALTH INSTITUTE INC 2701 N AUSTRALIAN AVE STE 204 WEST PALM BEACH,FL334074525	30-0051514	501(c)(3)	94,360	N/A	N/A	RESEARCH
(41) FLORIDA REHAB PROFESSIONALS GROUP INC 401 CORAL WAY STE 403 CORAL GABLES,FL331344926	45-0601954		213,990	N/A	N/A	RESEARCH
(42) FLORIDA STATE UNIVERSITY 874 TRADITIONS WAY-PO BOX 3064166 TALLAHASSEE,FL323064166	59-1961248	State of FL	574,140	N/A	N/A	RESEARCH
(43) FORCE BLUE INC 309 FARMWOOD DR FOUNTAIN INN,SC296449065	81-2921674	501(c)(3)	116,251	N/A	N/A	RESEARCH
(44) GAMA REHAB SERVICES INC 14411 COMMERCE WAY STE 230 MIAMI LAKES,FL330161598	20-0203443		17,331	N/A	N/A	RESEARCH
(45) GATEWAY COMMUNITY SERVICES INC 555 STOCKTON ST JACKSONVILLE,FL322042534	59-1881828	501(c)(3)	218,335	N/A	N/A	RESEARCH
(46) GEORGE MASON UNIVERSITY CASHIERS OFFICE MS 2E1 4400 UNIVERSITY DR FAIRFAX,VA220304422	54-0836354	State of VA	66,885	N/A	N/A	RESEARCH
(47) GRADY MEMORIAL HOSPITAL CORPORATION 80 JESSE HILL JR DR SE STE 3H005 ATLANTA,GA303033031	26-2037695	501(c)(3)	199,214	N/A	N/A	RESEARCH
(48) GREENWOOD GENETIC CENTER INC 101 GREGOR MENDEL CIR GREENWOOD,SC296462316	57-0604070	501(c)(3)	50,460	N/A	N/A	RESEARCH
(49) HARTFORD HOSPITAL CORP 80 SEYMOUR ST HARTFORD,CT061025037	06-0646668	501(c)(3)	78,491	N/A	N/A	RESEARCH
(50) HEALTH CHOICE NETWORK INC 9064 NW 13TH TER DORAL,FL331722907	90-0525658	501(c)(3)	143,843	N/A	N/A	RESEARCH
(51) ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI INC 1 GUSTAVE L LEVY PL NEW YORK,NY100296504	13-6171197	501(c)(3)	313,320	N/A	N/A	RESEARCH
(52) INDIANA UNIVERSITY 400 EAST 7 STREET-POPLARS BUILDING ROOM 501 BLOOMINGTON,IN474053085	35-6001673	State of IN	320,254	N/A	N/A	RESEARCH
(53) INTERCOASTAL MEDICAL GROUP INC 2750 BAHIA VISTA ST STE 134 SARASOTA,FL342392617	65-0784345		6,657	N/A	N/A	RESEARCH
(54) JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC 735 NE 125 ST NORTH MIAMI,FL331615611	59-0637867	501(c)(3)	498,731	N/A	N/A	RESEARCH
(55) JUST LEARNING CORP 8341 NW 21ST CT SUNRISE,FL333223831	20-4969026		73,150	N/A	N/A	RESEARCH
(56) KIDSCARE THERAPY CENTER INC 1140 W 50TH ST STE 303 HIALEAH,FL33012	46-3053120		6,511	N/A	N/A	RESEARCH
(57) KREATIVE KIDS THERAPY CENTER CO 8491 NW 17TH ST STE 110 DORAL,FL331261025	46-2510560		24,142	N/A	N/A	RESEARCH
(58) LATINOS SALUD INC 925 ARTHUR GODFREY RD STE 200 MIAMI BEACH,FL331403338	26-2763535	501(c)(3)	33,515	N/A	N/A	RESEARCH
(59) LEARNING WITH FUN-BETTER FUTURE CORP 12350 SW 132ND CT STE 109 MIAMI,FL331866458	20-4409513		150,834	N/A	N/A	RESEARCH
(60) LIBERTY KIDS INC 50 NE 128TH ST MIAMI,FL331614512	20-5019202		20,096	N/A	N/A	RESEARCH
(61) LOOK THINK & LEARN INC 1800 SW 27TH AVE APT 208 MIAMI,FL331452455	20-2605325		7,540	N/A	N/A	RESEARCH
(62) MAYO CLINIC 200 1ST ST SW-MAYO 17-40E-1A ROCHESTER,MN559050001	41-6011702	501(c)(3)	6,134	N/A	N/A	RESEARCH
(63) MAYO CLINIC JACKSONVILLE (A NONPROFIT CORPORATION) PO BOX 860334 MINNEAPOLIS,MN554860334	59-3337028	501(c)(3)	25,630	N/A	N/A	RESEARCH
(64) MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVE - BOX 10 NEW YORK,NY10065	13-1924236	501(c)(3)	348,063	N/A	N/A	RESEARCH
(65) MIAMI CHILDREN'S INITIATIVE INC 5400 NW 22ND AVE 4 MIAMI,FL331423075	27-5025010	501(c)(3)	16,863	N/A	N/A	RESEARCH
(66) MIAMI-DADE AREA HEALTH EDUCATION CENTER INC 7955 NW 12TH ST STE 429 MIAMI,FL331261823	65-0009277	501(c)(3)	606,951	N/A	N/A	RESEARCH
(67) MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 7700 SANDHOLDT ROAD Moss Landing,CA95039	77-0150580	501(c)(3)	228,040	N/A	N/A	RESEARCH
(68) MOREHOUSE SCHOOL OF MEDICINE 720 WESTVIEW DRIVE SW ATLANTA,GA30310	58-1438873	501(c)(3)	954,722	N/A	N/A	RESEARCH
(69) MORTON PLANT MEASE HEALTH CARE INC 4600 N HABANA AVE STE 23 TAMPA,FL336147123	59-2374556	501(c)(3)	21,120	N/A	N/A	RESEARCH
(70) MOUNT SINAI MEDICAL CENTER OF FLORIDA INC 4302 ALTON RD STE 730 MIAMI BEACH,FL331402893	59-0624424	501(c)(3)	94,495	N/A	N/A	RESEARCH
(71) MUJERES UNIDAS EN JUSTICIA EDUCACION Y REFORMA INC 27112 S DIXIE HWY NARANJA,FL330327317	65-0534683	501(c)(3)	18,180	N/A	N/A	RESEARCH
(72) MUSEUM OF SCIENCE INC 3280 S MIAMI AVE MIAMI,FL331292832	59-0854960	501(c)(3)	75,333	N/A	N/A	RESEARCH
(73) MY TIME INC 1800 SW 1ST AVE STE 502 MIAMI,FL331291181	30-0755466		12,495	N/A	N/A	RESEARCH
(74) NATIONAL FIRE PROTECTION RESEARCH FOUNDATION 1 BATTERYMARCH PARK QUINCY,MA021697454	52-1256543	501(c)(3)	11,222	N/A	N/A	RESEARCH
(75) NATIONAL OPINION RESEARCH CENTER 55 E MONROE ST STE 2000 CHICAGO,IL606035901	36-2167808	501(c)(3)	503,407	N/A	N/A	RESEARCH
(76) NEW JERSEY INSTITUTE OF TECHNOLOGY UNIVERSITY HEIGHTS Newark,NJ07102	22-6000910	State of NJ	39,102	N/A	N/A	RESEARCH
(77) NORTH BROWARD HOSPITAL DISTRICT 1608 SE 3RD AVE STE 507 FORT LAUDERDALE,FL333162564	59-6012065	501(c)(3)	23,082	N/A	N/A	RESEARCH
(78) NORTH CAROLINA AGRICULTURAL AND TECHNICAL STATE UNIVERSITY 1601 EAST MARKET ST GREENSBORO,NC274110001	56-6000007	State of NC	64,022	N/A	N/A	RESEARCH
(79) NORTHWESTERN UNIVERSITY 625 N MICHIGAN AVE STE 2100 CHICAGO,IL606113109	36-2167817	501(c)(3)	200,227	N/A	N/A	RESEARCH
(80) NOVA SOUTHEASTERN UNIVERSITY INC 3301 COLLEGE AVE FORT LAUDERDALE,FL333147796	59-1083502	501(c)(3)	1,057,835	N/A	N/A	RESEARCH
(81) OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK RD L106OPAM PORTLAND,OR972393079	93-1176109	State of OR	165,117	N/A	N/A	RESEARCH
(82) OVERTOWN YOUTH CENTER INC 100 S BISCAYNE BLVD FL 8 MIAMI,FL331312011	65-1048896	501(c)(3)	38,253	N/A	N/A	RESEARCH
(83) PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE FL 5 CAMBRIDGE,MA021385369	04-2103580	501(c)(3)	26,585	N/A	N/A	RESEARCH
(84) RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA ACADEMIC PRESERVATION TRUST PO BOX 400107 CHARLOTTESVILLE,VA229044107	54-6001796	501(c)(3)	53,211	N/A	N/A	RESEARCH
(85) REGENTS OF THE UNIV OF CALIFORNIA LOS ANGELES PO BOX 957089 1125 MURPHY HALL 405 HILGARD AVE LOS ANGELES,CA900959000	95-6006143	501(c)(3)	24,396	N/A	N/A	RESEARCH
(86) REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES UC SAN DIEGO 9500 GILMAN DR MC 0954 LA JOLLA,CA920930954	95-6006142	State of CA	72,004	N/A	N/A	RESEARCH
(87) REGENTS OF THE UNIV OF CALIFORNIA SAN DIEGO SCRIPPS INSTITUTION OF OCEOANOGRAPH 9500 GILMAN DR LA JOLLA,CA920930210	94-3067788	501(c)(3)	109,492	N/A	N/A	RESEARCH
(88) REGENTS OF THE UNIVERSITY OF COLORADO 12850 E MONTVIEW BLVD-C238 RM V20-4132 AURORA,CO800452065	84-6000555	State of CO	77,253	N/A	N/A	RESEARCH
(89) REGENTS OF THE UNIVERSITY OF MINNESOTA UNIVERSITY OF MINNESOTA PRESS 111 3RD AVE S STE 290 MINNEAPOLIS,MN554012552	41-6007513	State of MN	136,354	N/A	N/A	RESEARCH
(90) RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK 35 STATE ST ALBANY,NY122072826	14-1368361	501(c)(3)	35,437	N/A	N/A	RESEARCH
(91) RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK 230 W 41ST ST FL 7 NEW YORK,NY100367207	13-1988190	501(c)(3)	123,036	N/A	N/A	RESEARCH
(92) RUTGERS THE STATE UNIVERSITY OF NEW JERSEY INFINITE BIOLOGICS BUSINESS OFC-145 BEVIER RD PISCATAWAY,NJ088548082	22-6001086	State of NJ	10,907	N/A	N/A	RESEARCH
(93) SAN DIEGO STATE UNIVERSITY FOUNDATION 5250 CAMPANILLE DR SAN DIEGO,CA921821901	95-6042721	501(c)(3)	93,812	N/A	N/A	RESEARCH
(94) SAN JOSE STATE UNIVERSITY 210 N FOURTH STREET 4TH FLOOR SAN JOSE,CA951125569	94-6017638	501(c)(3)	2,591,114	N/A	N/A	RESEARCH
(95) SANFORD-BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE INC 10901 N TORREY PINES RD LA JOLLA,CA920371005	51-0197108	501(c)(3)	172,252	N/A	N/A	RESEARCH
(96) SCHOOL BOARD MIAMI-DADE COUNTY FLORIDA 1450 NE 2ND AVE STE 450 MIAMI,FL331321308	59-6000572	M. Dade County	78,393	N/A	N/A	RESEARCH
(97) SECORE INTERNATIONAL INC 4673 NORTHWEST PKWY HILLIARD,OH430261126	47-5385160	501(c)(3)	77,809	N/A	N/A	RESEARCH
(98) SOUTH BROWARD HOSPITAL DISTRICT PO BOX 538500 ATLANTA,GA303538500	59-6014973	501(c)(3)	12,536	N/A	N/A	RESEARCH
(99) SOUTH FLORIDA VA FOUNDATION FOR RESEARCH & EDUCATION 1201 NW 16TH ST RM D806C MIAMI,FL331251624	65-0207903	501(c)(3)	284,859	N/A	N/A	RESEARCH
(100) SPEECH PATHOLOGY AND EDUCATIONAL CENTER INC 8590 SW 40TH ST MIAMI,FL331553214	65-0303523		121,810	N/A	N/A	RESEARCH
(101) ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE Memphis,TN381053678	62-0646012	501(c)(3)	105,559	N/A	N/A	RESEARCH
(102) ST JOSEPH'S HOSPITAL INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA,FL336076307	59-0774199	501(c)(3)	26,070	N/A	N/A	RESEARCH
(103) STATE OF LOUSIANA TREASURY DEPT FOR UNIVERSITY OF LOUISIANA AT LAFAYETTE 104 E UNIVERSITY AVE LAFAYETTE,LA705032014	72-6000820	State of LA	18,652	N/A	N/A	RESEARCH
(104) STATE UNIVERSITY OF IOWA 5270 CBRB IOWA CITY,IA522421078	42-6004813	State of IA	122,354	N/A	N/A	RESEARCH
(105) SUAGM DBA UNIVERSIDAD DEL TURABO PO BOX 21345 RIO PIEDRAS,PR009281345	66-0201206	501(c)(3)	59,032	N/A	N/A	RESEARCH
(106) SUNSHINE HEALTH NETWORK INC 15321 S DIXIE HWY STE 309 PALMETTO BAY,FL331571873	42-1747958		22,950	N/A	N/A	RESEARCH
(107) TENDRAL LLC 77 CRANDON BLVD APT 7D KEY BISCAYNE,FL331491403	45-2515092		61,500	N/A	N/A	RESEARCH
(108) TEXAS A&M UNIVERSITY ATTN SALES RECEIVABLES DEPT 6000 TAMU COLLEGE STATION,TX77843	74-6000531	State of TX	109,949	N/A	N/A	RESEARCH
(109) TEXAS HEART INSTITUTE 6770 BERTNER AVENUE MC 3-116 HOUSTON,TX770302604	74-6053200	501(c)(3)	84,242	N/A	N/A	RESEARCH
(110) THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 415 BROADWAY ST FL 2 MC 8854 REDWOOD CITY,CA940633133	94-1156365	501(c)(3)	561,577	N/A	N/A	RESEARCH
(111) THE BRIGHAM AND WOMEN'S HOSPITAL INC BANK OF AMERICA NA PO BOX 3887 BOSTON,MA022413887	04-2312909	501(c)(3)	13,226	N/A	N/A	RESEARCH
(112) THE CENTER FOR FAMILY AND CHILD ENRICHMENT INC 1825 NW 167TH ST STE 102 MIAMI GARDENS,FL330564838	59-1775062	501(c)(3)	162,643	N/A	N/A	RESEARCH
(113) THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 2709 WATER RIDGE PKWY STE 300 CHARLOTTE,NC282174559	56-0529945		9,993	N/A	N/A	RESEARCH
(114) THE EMORY CLINIC INC PO BOX 1162810 ATLANTA,GA303686218	58-2030692	501(c)(3)	96,501	N/A	N/A	RESEARCH
(115) THE FLORIDA AQUARIUM INC 701 CHANNELSIDE DR TAMPA,FL336025600	59-2807815	501(c)(3)	175,742	N/A	N/A	RESEARCH
(116) THE GENERAL HOSPITAL CORPORATION BANK OF AMERICA NA PO BOX 3829 BOSTON,MA022413829	04-2697983	501(c)(3)	38,057	N/A	N/A	RESEARCH
(117) THE GENEVA FOUNDATION PO BOX 84212 SEATTLE,WA981245512	91-1593913	501(c)(3)	29,564	N/A	N/A	RESEARCH
(118) THE GEORGETOWN UNIVERSITY INC PO BOX 571164 WASHINGTON,DC200571164	53-0196603	501(c)(3)	331,382	N/A	N/A	RESEARCH
(119) THE HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE I 6720A ROCKLEDGE DR STE 100 BETHESDA,MD208171891	52-1317896	501(c)(3)	4,650,531	N/A	N/A	RESEARCH
(120) THE JOHNS HOPKINS UNIVERSITY PO BOX 65045 BALTIMORE,MD212645045	52-0595110	501(c)(3)	488,167	N/A	N/A	RESEARCH
(121) THE MCLEAN HOSPITAL CORPORATION 115 MILL ST BELMONT,MA024781064	04-2697981	501(c)(3)	53,327	N/A	N/A	RESEARCH
(122) THE METROHEALTH SYSTEM PO BOX 73308-RE 62005750-8951021199 62005750-8951021199 Cleveland,OH441930002	34-6004382		14,901	N/A	N/A	RESEARCH
(123) THE OHIO STATE UNIVERSITY ACCOUNTING DEPARTMENT FL 4 1960 KENNY RD COLUMBUS,OH432101063	31-6401599	501(c)(3)	263,004	N/A	N/A	RESEARCH
(124) THE PENNSYLVANIA STATE UNIVERSITY 137 EAST AREA BLDG UNIVERSITY PA,PA168021503	24-6000376	State of PA	5,903	N/A	N/A	RESEARCH
(125) THE PUBLIC HEALTH TRUST OF MIAMI-DADE COUNTY 1500 NW 12TH AVE STE 803 MIAMI,FL331361096	59-1713947	501(c)(3)	128,447	N/A	N/A	RESEARCH
(126) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DR MC0225 LA JOLLA,CA920930225	95-6006144	State of CA	205,405	N/A	N/A	RESEARCH
(127) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO UCSF MAIN DEPOSITORY PO BOX 748872 LOS ANGELES,CA900744872	94-6036493	State of CA	183,857	N/A	N/A	RESEARCH
(128) THE SCRIPPS RESEARCH INSTITUTE 10550 N TORREY PINES RD LA JOLLA,CA920371000	33-0435954	501(c)(3)	92,021	N/A	N/A	RESEARCH
(129) THE TRUSTEES OF COLUMBIA UNIV IN THE CITY OF NEW YORK INC 3028 BROADWAY MAIL CODE 1900 NEW YORK,NY100276902	13-5598093	501(c)(3)	3,013,076	N/A	N/A	RESEARCH
(130) THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA INC THE WHARTON SCHOOL LOCKBOX 9726-PO BOX 8500 PHILADELPHIA,PA191789726	23-1352685	501(c)(3)	2,556,931	N/A	N/A	RESEARCH
(131) THE UNIVERSITY OF ARIZONA 1303 E UNIVERSITY BLVD BOX 3 TUSCON,AZ857190521	74-2652689	State of AZ	88,884	N/A	N/A	RESEARCH
(132) THE UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION 138 LEADER AVE STE 244 LEXINGTON,KY405083215	61-6033693	501(c)(3)	8,849	N/A	N/A	RESEARCH
(133) THE UNIVERSITY OF NEW MEXICO 1 UNIVERSITY OF NEW MEXICO-MSC09 5225 ALBUQUERQUE,NM871310001	85-6000642		162,711	N/A	N/A	RESEARCH
(134) THE UNIVERSITY OF PITTSBURGH TRUST 500 ROSS ST ATTN 371220-154-0455 PITTSBURGH,PA152620001	25-0965591	501(c)(3)	97,203	N/A	N/A	RESEARCH
(135) THE UNIVERSITY OF SOUTH FLORIDA BOARD OF TRUSTEES PO BOX 864568 ORLANDO,FL328864568	59-3102112	State of FL	479,957	N/A	N/A	RESEARCH
(136) THE UNIVERSITY OF SOUTH FLORIDA BOARD OF TRUSTEES 3650 SPECTRUM RESEARCH STE 160 TAMPA,FL336129446	59-2959590	501(c)(3)	49,542	N/A	N/A	RESEARCH
(137) THE UNIVERSITY OF TENNESSEE 910 MADISON AVE STE 823 Memphis,TN381630823	62-6001636	State of TN	25,755	N/A	N/A	RESEARCH
(138) THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 6431 FANNIN ST MSB 4200 HOUSTON,TX770301501	74-1761309	State of TX	322,857	N/A	N/A	RESEARCH
(139) THE VANDERBILT UNIVERSITY PMB 401591 2301 VANDERBILT PL NASHVILLE,TN372401591	62-0476822	501(c)(3)	21,445	N/A	N/A	RESEARCH
(140) THE WOODS HOLE GROUP INC 4300 FORBES BLVD STE 110 LANHAM,MD207064369	04-3408801		34,823	N/A	N/A	RESEARCH
(141) THERAPY BY DESIGN INC 17670 NW 78TH AVE STE 113 MIAMI,FL330153665	90-0060916		17,380	N/A	N/A	RESEARCH
(142) TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL,MA024673800	04-2103545	501(c)(3)	67,261	N/A	N/A	RESEARCH
(143) TRUSTEES OF BOSTON UNIVERSITY PO BOX 28763 NEW YORK,NY100878763	04-2103547	501(c)(3)	54,827	N/A	N/A	RESEARCH
(144) UNITED CEREBRAL PALSY ASSOCIATION OF MIAMI INC 1411 NW 14TH AVE MIAMI,FL331251616	59-0637822	501(c)(3)	5,171	N/A	N/A	RESEARCH
(145) UNIVERSIDAD CENTRAL DEL CARIBE INC PO BOX 60327 BAYAMON,PR009606032	66-0349669	501(c)(3)	97,277	N/A	N/A	RESEARCH
(146) UNIVERSITY OF ALABAMA AT BIRMINGHAM 619 19TH ST S BIRMINGHAM,AL352331900	63-6005396	State of AL	400,664	N/A	N/A	RESEARCH
(147) UNIVERSITY OF CALIFORNIA SANTA BARBARA DISTRIBUTION LOGISTICAL SERVICES BLDG 507 SANTA BARBARA,CA931062040	95-6006145	State of CA	126,065	N/A	N/A	RESEARCH
(148) UNIVERSITY OF DELAWARE 220 HULLIHEN HALL Newark,DE197160099	51-6000297	501(c)(3)	27,170	N/A	N/A	RESEARCH
(149) UNIVERSITY OF FLORIDA BOARD OF TRUSTEES PO BOX 115500 GRINTER HALL GAINESVILLE,FL326115500	59-6002052	State of FL	2,456,024	N/A	N/A	RESEARCH
(150) UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC 3901 RAINBOW BLVD MS1039 KANSAS CITY,KS661608500	48-1108830	501(c)(3)	183,405	N/A	N/A	RESEARCH
(151) UNIVERSITY OF MASSACHUSETTS-WORCESTER 55 LAKE AVENUE NORTH ATTN MEDICAL SCHOOL BURSAR WORCESTER,MA01655	04-3167352	State of MA	56,400	N/A	N/A	RESEARCH
(152) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 4160-H BIOINFORMATICS BUILDING CAMPUS BOX 7555 CHAPEL HILL,NC275997555	56-6001393	State of NC	183,557	N/A	N/A	RESEARCH
(153) UNIVERSITY OF NORTH FLORIDA 1 UNF DR CONTROLLERS OFFICE JACKSONVILLE,FL322247699	59-2976169		7,065	N/A	N/A	RESEARCH
(154) UNIVERSITY OF OKLAHOMA 201 STEPHENSON PKWY STE 3100 NORMAN,OK730692050	73-1377584	State of OK	52,661	N/A	N/A	RESEARCH
(155) UNIVERSITY OF ROCHESTER 601 ELMWOOD AVE 673 ROCHESTER,NY146420001	16-0743209	501(c)(3)	17,596	N/A	N/A	RESEARCH
(156) UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARNDENS STE 205 LOS ANGELES,CA900898006	95-1642394	501(c)(3)	91,887	N/A	N/A	RESEARCH
(157) UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DRIVE PATHOLOGY ROOM 328B SAN ANTONIO,TX782293900	74-1586031	State of TX	57,272	N/A	N/A	RESEARCH
(158) UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER SPONSORED PROGRAMS IMC72266 NORTH TOWER-7007 BERTNER AVE HOUSTON,TX77030	74-6001118	State of TX	203,018	N/A	N/A	RESEARCH
(159) UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER OBRIEN KIDNEY CENTER 5323 HARRY HINES BLVD H5132 DALLAS,TX753908856	75-6002868	State of TX	49,157	N/A	N/A	RESEARCH
(160) UNIVERSITY OF THE VIRGIN ISLANDS 2 JOHN BREWERS BAY SAINT THOMAS,VI008029990	66-0432514	501(c)(3)	309,627	N/A	N/A	RESEARCH
(161) UNIVERSITY OF UTAH 115 SOUTH 1460 EAST RM 383 SALT LKE CITY,UT84112	87-6000525	State of UT	102,593	N/A	N/A	RESEARCH
(162) UNIVERSITY OF WASHINGTON GRANT CONTRACT ACCOUNTING 12455 COLLECTIONS DR CHICAGO,IL60693	91-6001537	State of WA	453,664	N/A	N/A	RESEARCH
(163) UNIVERSITY OF WEST GEORGIA ORSP 1601 MAPLE ST CARROLLTON,GA301180001	58-6002055		7,997	N/A	N/A	RESEARCH
(164) VANDERBILT UNIVERSITY MEDICAL CENTER INC DEPT 1236-PO BOX 121236 DALLAS,TX753121236	35-2528741	501(c)(3)	457,851	N/A	N/A	RESEARCH
(165) VARIETY CHILDRENS HOSPITAL MIAMI CHILDRENS HEALTH SYSTEM 3100 SW 62ND AVE MIAMI,FL331553009	59-0638499	501(c)(3)	34,792	N/A	N/A	RESEARCH
(166) VIRGINIA INSTITUTE OF MARINE SCIENCE C/O THE COLLEGE OF WILLIAM AND MARY PO BOX 8795 WILLIAMSBURG,VA231878795	54-6001802		57,639	N/A	N/A	RESEARCH
(167) WAKE FOREST UNIVERSITY HEALTH SCIENCE SECTION ON NEPHROLOGY MEDICAL CENTER BLVD WINSTONSALEM,NC271571053	22-3849199	501(c)(3)	137,973	N/A	N/A	RESEARCH
(168) WASHINGTON UNIVERSITY CB 8086-660 S EUCLID AVE ST LOUIS,MO631101010	43-0653611	501(c)(3)	405,757	N/A	N/A	RESEARCH
(169) WATER MAPPING LLC 1041 EDGEWATER LN GULF BREEZE,FL325633311	47-3600220		28,000	N/A	N/A	RESEARCH
(170) WAYNE STATE UNIVERSITY PO BOX 02788 DETROIT,MI482020788	38-6028429	State of MI	30,528	N/A	N/A	RESEARCH
(171) WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY 1300 YORK AVENUE BOX 89 NEW YORK,NY10021	13-1623978	501(c)(3)	102,753	N/A	N/A	RESEARCH
(172) AMERICAN CANCER SOCIETY INC 8095 NW 12TH ST STE 200 MIAMI,FL331261843	13-1788491	501(c)(3)	75,500	N/A	N/A	GENERAL SUPPORT
(173) AMERICAN HEART ASSOCIATION INC SOUTHEAST ACCTS -REC PO BOX 4002900 DES MOINES,IA503402900	13-5613797	501(c)(3)	50,000	N/A	N/A	GENERAL SUPPORT
(174) BNY MELLON CHARITABLE GIFT FUND 201 WASHINGTON STREET AIM 024-0062 BOSTON,MA02108	30-0748315	501(c)(3)	10,000	N/A	N/A	GENERAL SUPPORT
(175) CARE ELEMENTARY SCHOOL INC 2025 NW 1ST AVE MIAMI,FL331274901	46-5269625	501(c)(3)	10,000	N/A	N/A	GENERAL SUPPORT
(176) CORAL GABLES CHAMBER OF COMMERCE INC 201 ALHAMBRA CIR STE 100 CORAL GABLES,FL331345107	59-0205525	501(c )6	38,800	N/A	N/A	GENERAL SUPPORT
(177) DATA VISUALIZATION SOCIETY 241 G ST SW WASHINGTON,DC200244337	84-1923759	501(c)(3)	10,000	N/A	N/A	GENERAL SUPPORT
(178) EL HERALDO DE BROWARD INC 116 ROYAL PARK DR 1G OAKLAND PARK,FL333095860	59-2013604		10,000	N/A	N/A	GENERAL SUPPORT
(179) GILDA'S CLUB OF SOUTH FLORIDA INC 119 ROSE DR FORT LAUDERDALE,FL333161043	65-0528626	501(c)(3)	10,000	N/A	N/A	GENERAL SUPPORT
(180) GREATER MIAMI CHAMBER OF COMMERCE INC 1601 BISCAYNE BLVD BALLROOM LEVEL MIAMI,FL331321216	59-0358775	501(c )6	25,850	N/A	N/A	GENERAL SUPPORT
(181) GREATER PLANTATION CHAMBER OF COMMERCE INC 7401 NW 4TH ST PLANTATION,FL333172204	59-0977809	501(c )6	12,200	N/A	N/A	GENERAL SUPPORT
(182) MIAMI-DADE CHAMBER OF COMMERCE INC 100 SOUTH BISCAYNE BOULEVARD 3RD FLOOR 300 MIAMI,FL33131	59-6560023	501(c )4	7,500	N/A	N/A	GENERAL SUPPORT
(183) PANCREATIC CANCER ACTION NETWORK INC 1500 ROSECRANS AVE MANHATTAN BEACH,CA902663763	33-0841281	501(c)(3)	30,000	N/A	N/A	GENERAL SUPPORT
(184) SHARSHERET INC 2410 HOLLYWOOD BLVD HOLLYWOOD,FL330206607	13-4198529	501(c)(3)	10,000	N/A	N/A	GENERAL SUPPORT
(185) SOUTH FLORIDA HISPANIC CHAMBER OF COMMERCE INC 333 ARTHUR GODFREY RD STE 300 MIAMI BEACH,FL331403642	65-0511241	501(c )6	20,500	N/A	N/A	GENERAL SUPPORT
(186) SUSAN G KOMEN SOUTH FLORIDA 1309 N FLAGLER DR FL 5 WEST PALM BEACH,FL334013406	65-0254225	501(c)(3)	50,000	N/A	N/A	GENERAL SUPPORT
(187) THE LEUKEMIA & LYMPHOMA SOCIETY INC JP MORGAN CHASE LOCKBOX PO BOX 735308 DALLAS,TX753735308	13-5644916	501(c)(3)	585,000	N/A	N/A	GENERAL SUPPORT
(188) THE TREVOR PROJECT INC 8704 SANTA MONICA BOULEVARD SUITE 200 WEST HOLLYWOOD,CA90069	95-4681287	501(c)(3)	11,143	N/A	N/A	GENERAL SUPPORT
(189) UNITED WAY OF MIAMI-DADE INC 3250 SW 3RD AVE MIAMI,FL331292712	59-0830840	501(c)(3)	25,750	N/A	N/A	GENERAL SUPPORT
(190) YES INSTITUTE 5275 SUNSET DRIVE MIAMI,FL33143	65-0646667	501(c)(3)	11,143	N/A	N/A	GENERAL SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

150

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2020

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance
(1) Scholarships for tuition housing meals and books	7279	505,054,582	N/A	N/A
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

Part I, Line 2:

Procedure for Monitoring Grants: Grants to organizations and individuals awarded for the purpose of conducting research are monitored 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.

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.

Schedule I (Form 990) 2020

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

University of Miami

Employer identification number

59-0624458

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Yes

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2020

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Manuel Diaz Head Coach, Football	(i) (ii)	3,143,307 ------------- 0	0 ------------- 0	111,383 ------------- 0	28,500 ------------- 0	29,146 ------------- 0	3,312,336 ------------- 0	0 ------------- 0
2Edward Abraham EVP & CEO of UHealth	(i) (ii)	492,009 ------------- 0	368,791 ------------- 0	1,977,370 ------------- 0	27,465 ------------- 0	11,934 ------------- 0	2,877,569 ------------- 0	0 ------------- 0
3Joseph Lamelas Director & Professor	(i) (ii)	2,581,491 ------------- 0	200,000 ------------- 0	27,664 ------------- 0	27,839 ------------- 0	16,416 ------------- 0	2,853,410 ------------- 0	0 ------------- 0
4James J Larranaga Head Coach, Basketball	(i) (ii)	2,351,655 ------------- 0	0 ------------- 0	160,584 ------------- 0	28,500 ------------- 0	22,177 ------------- 0	2,562,916 ------------- 0	0 ------------- 0
5Dipen J Parekh Director & Professor	(i) (ii)	1,123,225 ------------- 0	259,739 ------------- 0	955,842 ------------- 0	28,500 ------------- 0	85,187 ------------- 0	2,452,493 ------------- 0	0 ------------- 0
6David Birnbach Professor	(i) (ii)	102,222 ------------- 0	1,751,853 ------------- 0	202,277 ------------- 0	31,350 ------------- 0	16,850 ------------- 0	2,104,552 ------------- 0	0 ------------- 0
7Vianna Rodrigo Medical Surgeon Transplant	(i) (ii)	906,572 ------------- 0	400,000 ------------- 0	224,910 ------------- 0	28,500 ------------- 0	32,137 ------------- 0	1,592,119 ------------- 0	0 ------------- 0
8Julio Frenk President	(i) (ii)	1,155,676 ------------- 0	0 ------------- 0	107,229 ------------- 0	23,130 ------------- 0	258,853 ------------- 0	1,544,888 ------------- 0	0 ------------- 0
9Jacqueline A Travisano Executive VP & COO	(i) (ii)	768,070 ------------- 0	0 ------------- 0	7,464 ------------- 0	28,500 ------------- 0	53,242 ------------- 0	857,276 ------------- 0	0 ------------- 0
10Jeffrey Duerk Executive VP & Provost	(i) (ii)	754,335 ------------- 0	0 ------------- 0	20,040 ------------- 0	24,835 ------------- 0	29,520 ------------- 0	828,730 ------------- 0	0 ------------- 0
11Joseph Echevarria CEO of UHealth, EVP Health Affairs	(i) (ii)	740,723 ------------- 0	0 ------------- 0	14,610 ------------- 0	0 ------------- 0	25,320 ------------- 0	780,653 ------------- 0	0 ------------- 0
12Aileen Ugalde University Secretary (form	(i) (ii)	577,241 ------------- 0	0 ------------- 0	73,011 ------------- 0	42,331 ------------- 0	31,329 ------------- 0	723,912 ------------- 0	0 ------------- 0
13Marc Buoniconti Trustee/Senior Director	(i) (ii)	181,522 ------------- 125,000	0 ------------- 0	239 ------------- 0	7,586 ------------- 0	1,128 ------------- 0	190,475 ------------- 125,000	0 ------------- 0
14Leslie Dellinger Aceituno Secretary	(i) (ii)	162,531 ------------- 0	0 ------------- 0	1,065 ------------- 0	44,962 ------------- 0	19,404 ------------- 0	227,962 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Part I, Line 1a	First Class Travel: First class travel was not provided to any executive during fiscal year ended May 31, 2021. House and Household Assistance: A house and household assistance is provided to the President Julio Frenk at the convenience of the employer as a condition of employment. Certain amounts were included in taxable income for President Julio Frenk. Taxable Club Dues: Club dues were provided for Julio Frenk, James J. Larranaga,, Edward Abraham, and Manuel Diaz. The amounts were included in taxable income. Non-Taxable Social Club Dues: Social club dues were provided for Julio Frenk, Jacqueline Travisano, Jeffrey Duerk, and Manuel Diaz. The amounts were not included in taxable income. Tax Gross-Up Payments: Tax Gross-Up Payments were provided to President Julio Frenk and Marc Buoniconti.
Part I, Lines 4a-b	Severance: Edward Abraham $1,843,957
Part I, Line 6	Hospital & Clinic may provide incentives to certain officers, and highly compensated individuals. Incentive payment are based on productivity / efficiency measures, as well as certain financial targets.
Part I, Line 7	Certain officers received sign-on bonuses, and payments for assuming duties outside of their job requirements / description

Schedule J (Form 990) 2020

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
University of Miami

Employer identification number
59-0624458

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	Miami-Dade Co Educ Fac Authority	52-1418508	59333AFW6	04-26-2007	473,302,568	See Schedule K, Part VI	X			X		X
B	Miami-Dade Co Educ Fac Authority	52-1418508	59333ALR0	12-12-2012	106,138,985	See Schedule K, Part VI		X		X		X
C	Miami-Dade Co Educ Fac Authority	52-1418508	59333AMB4	10-07-2015	432,889,335	See Schedule K, Part VI		X		X		X
D	Miami-Dade Co Educ Fac Authority	52-1418508	59333ANA5	03-27-2018	251,677,763	See Schedule K, Part VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	131,920,000						1,294,994
2 Amount of bonds legally defeased ..............	155,070,000
3 Total proceeds of issue ..................	480,088,974		106,149,046		433,709,817		257,518,749
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............	17,381,191		1,362,336		9,394,090		14,566,425
6 Proceeds in refunding escrows ...............	303,488,136				221,307,671
7 Issuance costs from proceeds ...............	3,097,405		929,658		2,213,897		1,657,665
8 Credit enhancement from proceeds .............	3,351,958
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	152,770,285		103,763,232		200,794,159		237,514,214
11 Other spent proceeds .............			93,819
12 Other unspent proceeds .............							3,780,446
13 Year of substantial completion .............	2009		2014		2017		2020
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2019, a current refunding issue)? ........	X		X		X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2019, an advance refunding issue)? ........	X			X	X			X
16 Has the final allocation of proceeds been made? ..........	X		X		X			X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2020

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X		X		X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X		X		X		X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0.290 %		0 %		0.660 %		1.000 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0.580 %
6 Total of lines 4 and 5 .............	0.870 %		0 %		0.660 %		1.000 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...	X			X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......				X		X	X
b Exception to rebate? ........				X		X		X
c No rebate due? .........			X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X		X		X

Schedule K (Form 990) 2020

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?	X			X		X		X
b Name of provider ..........	Bayerische Landesbank
c Term of GIC .........	210.0000000000 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........	X
6 Were any gross proceeds invested beyond an available temporary period?	X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference

Explanation

Schedule K, Part I - Line A, Column F:

Series 2007 Bonds - Acquire, construct, equip and renovate University facilities and refunding of prior issues: 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 2000A - Issue Date December 7, 1999; Series 2000B - Issue Date February 3, 2000; Series 2004A - Issue Date January 16, 2004; Schedule K, Part I - Line B, Column F: Series 2012 Bonds - Finance and refinance the acquisition, construction, renovation and equipping of University facilities. Schedule K, Part I - Line C, Column F: Series 2015 Bonds - Finance and refinance the costs of the acquisition, construction, renovation and equipping of University facilities. Schedule K, Part I - Line D, Column F: Series 2018 Bonds - Finance or refinance, including through reimbursement, the acquisition, construction, and equipping of University facilities. Schedule K, Part I - Line C, Column C: CUSIP #59333AMB4; 59333AMA6 Schedule K, Part II - Line 3, Column A: Variance of $6,786,406 when compared to Part I - Line A, Column (e) is due primarily to interest earnings. Schedule K, Part II - Line 3, Column B: Variance of $10,060 when compared to Part I - Line B, Column (e) is due primarily to interest/dividend earnings and unspent issuance cost. Schedule K, Part II - Line 3, Column C: Variance of $820,483 when compared to Part I - Line C, Column (e) is due primarily to interest/dividend earnings. Schedule K, Part II - Line 3, Column D: Variance of $5,840,985.46 compared to Part I - Line D, Column (e) is due primarily to interest/divident earnings. Schedule K, Part IV - Line 1, Column A: Form 8038-T filed on 6/28/2016 for the Series 2007. Form 8038-T filed on 7/21/2011 for the Series 2007. Schedule K, Part IV - Line 2c, Column A, B, C, and D: Last rebate computation date 5/31/2020. No rebate due and no filing required on the Series 2007AB, 2012A, 2015A and 2018A.

Schedule K (Form 990) 2020

Additional Data

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- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

University of Miami

Employer identification number

59-0624458

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance
(1)	60,630	Disct Tuition	Tuition Asst
(2)	68,935	Scholarship/Assist.	Tuition Asst

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2020

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) Andrew Camner	See Part V	77,747	See Part V		No
(2) Gino DiMare	See Part V	447,650	See Part V		No
(3) Felicia Knaul	See Part V	389,142	See Part V		No
(4) Eric Winter	See Part V	114,943	See Part V		No
(5) Rosemarie Ugalde	See Part V	187,602	See Part V		No
(6) Laura Chamorro Dauer	See Part V	184,677	See Part V		No
(7) Amruta Parekh	See Part V	190,576	See Part V		No
(8) Oleta Partners LLC	See Part V	105,674	See Part V		No
(9) Precision Guard 360	See Part V	133,467	See Part V		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
Schedule L, Part IV - Lines 1-4, 6 Col B	Family member of trustee.
Schedule L, Part IV - Lines 3, 5 Col B	Family member of officer.
Schedule L, Part IV - Lines 1-7 Col D	Family member employment.
Schedule L, Part IV - Line 7, Col B	Family member of key employee
Schedule L, Part IV - Lines 8, 9 Col B	University trustee
Schedule L, Part IV - Lines 8 & 9 Col D	Business Transactions - sublease, performance of services.

Schedule L (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

University of Miami

Employer identification number

59-0624458

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....	X	50	11,185,024	Fair Market Value
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	223	5,879,828	Fair Market Value
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( Equipment )	X	13	345,990	Fair Market Value
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2020)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
Part I, 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.

Schedule M (Form 990) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

University of Miami

Employer identification number

59-0624458

Return Reference	Explanation
Form 990, Part VI, Section A, line 2	Family and Business Relationships: Stuart Miller - Trustee, and Steven Saiontz - Trustee - Business Relationship; Charles Cobb-Trustee, Jorge Perez - Trustee - Business Relationship; Phillip T. Frost - Trustee, Phillip T. George - Trustee - Business Relationship; Marc Buoniconti - Trustee, Paul DiMare - Trustee, - Business Relationship; Jonathan Vilma - Trustee, Alice Vilma - Trustee - Family Relationship
Form 990, Part VI, Section A, line 4	Significant Changes to Governing Documents: The Bylaws were amended to state the Chair of the Board of Trustees may not serve as Chair of the UHealth Board of Directors, throughout the duration of their term. Membership of the Executive Committee was amended from at least 16 trustees, to at least 15 trustees. Categories of the Committees of the Board of Trustees were adjusted. The process for filling vacancies for officer and Board positions was changed. The definitions and titles of corporate officers were updated to support changes in executive titles.
Form 990, Part VI, Section B, line 11b	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. Due to schedule constraints of committee chairs and members, the meeting dates for the Audit and Compliance Committee fluctuate from year to year. The University provides Form 990 to the Committee prior to filing. If the Committee's meeting dates do not coincide with the availability of the return, it is provided to the Committee electronically with time provided for questions and comments. Subsequent to the Committee's review, the Office of the Secretary shares a copy of the final return with all voting members of the Board prior to the return being filed.
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 to all trustees, officers, and key employees, an annual conflict of interest questionnaire together with the Policy adopted by Board. Once replies are received, they are reviewed by the Chairs of the Board and the Conflict of Interest Sub-Committee. When apparent conflicts arise, the sub-committee reviews and approves a waiver of conflict and conflict management plan or denies a waiver of the relationship or proposal creating the conflict.
Form 990, Part VI, Section B, line 15	Process for Review of Compensation of Officers and Key Employees: The Talent and Compensation Sub-Committee of the Executive Committee (the "Sub-Committee") reviews a summary of proposed compensation and survey data for any offer to a new officer or key employee of the University, including the President and trustees who are employees of the University. 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 Sub-Committee are recorded by the Office of the Secretary. The following process is performed annually, typically at the April/May meeting of the Sub-Committee to approve compensation for i) the officers (the Senior Executives, including the President and his or her non-administrative direct reports, which include Executive Vice Presidents, and the Senior Vice Presidents, as well as the Secretary and Treasurer; ii) the Senior Leadership (Vice Presidents (non-UHealth) and Academic Deans); iii) the Intercollegiate Athletic Director; and iv) Related Persons (employees who are current trustees; Family members of current trustees, Senior Executives, or Senior Leadership; former presidents or former trustees for up to five (5) years following the conclusion of their service): 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 Sub-Committee receives the performance appraisals for each officer, the completed survey prepared by the actuary, and the current and proposed salaries and other cash compensation for each officer, including the President, Senior Leadership and Related Persons. After review and discussion, the Sub-Committee approves the compensation for Related Persons, Senior Leadership, and the officers listed above, including the President, who is excused while deliberation about his/her performance and compensation is discussed. Once compensation is approved, it is signed by the President and the Chair of the Sub-Committee, and provided to the payroll office, with a copy maintained in the Office of the Secretary, as a record of the Committee's approval. Minutes of the meeting of the Sub-Committee are recorded by the Office of the Secretary. Further, the Sub-Committee receives an annual report from the UHealth Board of Directors Talent and Compensation Committee identifying approved total compensation decisions for the previous year, including any chiefs who directly report to the Executive Vice President for Health Affairs and CEO of UHealth. The Sub-Committee reviews executive compensation in April/May as described above.
Form 990, Part VI, Section C, line 19	Governing Documents, Conflict of Interest Policy 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 Charter. Once filed, the Charter can be viewed on the State of Florida web site. 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. The University's Bylaws and the Board's Conflict of Interest Policy are not made available to the public.
Form 990, Part VII, Section A, Officers, Directors, Trustees:	Edward A. Dauer is a Trustee and also serves as Research Associate Professor in the College of Engineering. Average hours per week estimate of 40 hours is based on a full time teaching load. Marc Buoniconti is a Trustee and also Senior Director - Advocacy and Donor Relations at the Miami Project to Cure Paralysis. Average hours per week estimate of 40 hours minimum is based on his being a full time, exempt employee.
Form 990, Part XI, line 9:	Cumulative-effect adjustment from adoption of ASC 842 18,625,589. Other Pension Related Gains / Losses 69,068,974. Refunds of Contributions

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

University of Miami

Employer identification number

59-0624458

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) Biscayne View Properties LLC 1535 Levante Ave Suite 201 Miami,FL33146 59-0624458	Real Estate	FL			University of Miami
(2) Crestre LLC 1535 Levante Ave Suite 201 Miami,FL33146 20-2458426	Real Estate	FL		569,553	Biscayne View Properties LLC
(3) 1509 Venture LLC 1535 Levante Ave Suite 201 Miami,FL33146 20-2458426	Real Estate	FL		1,794,592	Biscayne View Properties LLC
(4) East Urban LLC 1535 Levante Ave Suite 201 Miami,FL33146 20-2458426	Real Estate	FL	36,232	962,909	Biscayne View Properties LLC
(5) Tripop LLC 1535 Levante Ave Suite 201 Miami,FL33146 20-2458426	Real Estate	FL		4,298,112	Biscayne View Properties LLC
(6) 7th Avenue Market LLC 1535 Levante Ave Suite 201 Miami,FL33146 20-2458426	Real Estate	FL		3,006,517	Biscayne View Properties LLC
(7) Equi Terra LLC 1535 Levante Ave Suite 201 Miami,FL33146 59-0624458	Real Estate	FL			University of Miami
(8) Ten Bor LLC 1535 Levante Ave Suite 201 Miami,FL33146 27-3025289	Real Estate	FL			Equi Terra LLC
(9) PT Property Holding LLC 1535 Levante Ave Suite 201 Miami,FL33146 27-3025289	Real Estate	FL			Equi Terra LLC
(10) University of Miami Preservation LLC 1535 Levante Ave Suite 201 Miami,FL33146 59-0624458	Hold UM Designated Easement	FL			University of Miami

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)WVUM Inc PO Box 248191 Coral Gables,FL33124 59-1729614	Edu Radio	FL	501(C)(3)	Line 7	N/A	Yes
(2)University Rathskeller Inc 1330 Miller Drive Coral Gables,FL33146 59-1410632	Student Food & Beverage	FL	501(C)(3)	Line 5	N/A	Yes
(3)Ophthalmology Research Foundation Inc PO Box 015869 Miami,FL33101 23-7081974	Fundraising	FL	501(C)(3)	Line 12c, III-FI	N/A		No
(4)The Buoniconti Fund to Cure Paralysis 1095 NW 14th Terrace Miami,FL33136 65-0244316	Fundraising	FL	501(C)(3)	Line 7	N/A		No
(5)Florida Lions Eye Bank Inc 900 NW 17th Street 3rd Floor Miami,FL33136 59-0967012	Fundraising/Donation	FL	501(C)(3)	Line 10	N/A		No
(6)Cane Angel Network Inc 1951 NW 7th Avenue Miami,FL33136 84-3960646	Research innovation & Educ	FL	501(c)(3)	Line 12a, I	N/A	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2020

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) CRUT (6)	Charitable Remainder Unitrust	FL	N/A						No
(2) Perpetual (2)	Perpetual Trust	FL	N/A						No
(3)								Yes

Schedule R (Form 990) 2020

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) WVUM Inc	R	144,936	See Part VII
(2) Cane Angel Network Inc	R	335,887	See Part VII
(3) Ophthalmology Research Foundation Inc	K	1,437,105	See Part VII

Schedule R (Form 990) 2020

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2020

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation
Form 990 - Schedule, R, Part V, Line 2	Method used to determine the transaction amounts with controlled organizations is based on cash provided to, or received from each controlled organization.

Schedule R (Form 990) 2020

Additional Data

Software ID:
Software Version:

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No