efile Public Visual Render
ObjectId: 201441019349300004 - Submission: 2014-04-11
TIN: 59-0624458
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
Attach to Form 990.
See separate instructions.
OMB No. 1545-0047
20
12
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" to 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
1395 Brickell Avenue 14th Floor
Miami
,
FL
33131
59-0624458
Real Estate
FL
0
0
University of Miami
(2)
Crestre LLC
1395 Brickell Avenue 14th Floor
Miami
,
FL
33131
20-2458426
Real Estate
FL
34,820
743,310
Biscayne View Properties LLC
(3)
1509 Venture LLC
1395 Brickell Avenue 14th Floor
Miami
,
FL
33131
20-2458426
Real Estate
FL
0
1,804,945
Biscayne View Properties LLC
(4)
East Urban LLC
200 E Las Olas Boulevard Suite 2100
Fort Lauderdale
,
FL
33301
20-2458426
Real Estate
FL
33,533
1,071,817
Biscayne View Properties LLC
(5)
Tripop LLC
1395 Brickell Avenue 14th Floor
Miami
,
FL
33131
20-2458426
Real Estate
FL
0
4,323,880
Biscayne View Properties LLC
(6)
7th Avenue Market LLC
1535 Levante Avenue Suite 200
Coral Gables
,
FL
33146
20-2458426
Real Estate
FL
0
3,031,027
Biscayne View Properties LLC
(7)
Equi Terra LLC
200 E Las Olas Boulevard Suite 2100
Fort Lauderdale
,
FL
33301
59-0624458
Real Estate
FL
0
0
University of Miami
(8)
Ten Bor LLC
200 E Las Olas Boulevard Suite 2100
Fort Lauderdale
,
FL
33301
27-3025289
Real Estate
FL
0
0
Equi Terra LLC
(9)
PT Property Holding LLC
200 E Las Olas Boulevard Suite 2100
Fort Lauderdale
,
FL
33301
27-3025289
Real Estate
FL
0
0
Equi Terra LLC
(10)
ND 480 LLC
1535 Levante Avenue Suite 200
Coral Gables
,
FL
33146
59-0624458
Real Estate
ND
0
0
University of Miami
(11)
ND 480 OGM LLC
1535 Levante Avenue Suite 200
Coral Gables
,
FL
33146
59-0624458
Real Estate
ND
67,018
0
University of Miami
(12)
University of Miami Preservation LLC
1252 Memorial Drive Room 230
Coral Gables
,
FL
33146
59-0624458
Hold UM Designated Easement
FL
0
0
University of Miami
Part II
Identification of Related Tax-Exempt Organizations
(Complete if the organization answered "Yes" to 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?
Yes
No
(1)
WVUM Inc
PO Box 248191
Coral Gables
,
FL
33124
59-1729614
Edu Radio
FL
501(C)(3)
Line 7
N/A
Yes
(2)
Miami Asset Management Company Inc
1320 S Dixie Highway Suite 150
Coral Gables
,
FL
33146
11-3642657
Real Estate
FL
501(C)(3)
Line 11c, III-FI
N/A
Yes
(3)
University Rathskeller Inc
1330 Miller Drive
Coral Gables
,
FL
33146
59-1410632
Studend Food & Beverage
FL
501(C)(3)
Line 5
N/A
Yes
(4)
Friends of the School of Music
12394 SW 82 Avenue
Miami
,
FL
33156
65-0201227
Fundraising
FL
501(C)(3)
Line 9
N/A
No
(5)
Ophthalmology Research Foundation Inc
PO Box 015869
Miami
,
FL
33101
23-7081974
Fundraising
FL
501(C)(3)
Line 11c, III-FI
N/A
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Page 2
Schedule R (Form 990) 2012
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership
(Complete if the organization answered "Yes" to 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
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(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
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust
(Complete if the organization answered "Yes" to 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?
Yes
No
(1)
UMiami-Gumenick 5 CRAT-Imaco BNY Mellon NA
PO BOX 185
Pittsburgh
,
PA
152300185
20-7434523
Charitable Trust
FL
N/A
T
70.730 %
No
(2)
Hans Wedemeyer CRAT #2 co BNY Mellon NA
PO BOX 185
Pittsburgh
,
PA
152300185
65-0161141
Charitable Trust
FL
N/A
T
66.610 %
No
(3)
George A Lerner CRUT co BNY Mellon NA
PO BOX 185
Pittsburgh
,
PA
152300185
65-0697479
Charitable Trust
FL
N/A
T
72.530 %
No
(4)
Muriel Auerbach 2005 CRUT co BNY Mellon NA
PO BOX 185
Pittsburgh
,
PA
152300185
20-6460061
Charitable Trust
FL
N/A
T
76.690 %
No
(5)
Thomas A Curtis CRUT #2 co BNY Mellon NA
PO BOX 185
Pittsburgh
,
PA
152300185
65-6279899
Charitable Trust
FL
N/A
T
76.200 %
No
(6)
Thomas A Curtis CRUT #1 co BNY Mellon NA
PO BOX 185
Pittsburgh
,
PA
152300185
25-6229990
Charitable Trust
FL
N/A
T
70.910 %
No
(7)
Thomas A Curtis CRUT #5 co BNY Mellon NA
PO BOX 185
Pittsburgh
,
PA
152300185
25-6761823
Charitable Trust
FL
N/A
T
71.110 %
No
(8)
William & Flora Payne CRUT co BNY Mellon NA
PO BOX 185
Pittsburgh
,
PA
152300185
25-6761825
Charitable Trust
FL
N/A
T
82.290 %
No
(9)
Ena Scott Char Rem Nim CRUT co BNY Mellon NA
PO BOX 185
Pittsburgh
,
PA
152300185
65-6279896
Charitable Trust
FL
N/A
T
70.440 %
No
(10)
TUW W Roy Young co US Trust Bank Of America NA
1201 Main Street 8th Floor
Dallas
,
TX
75202
75-6487890
Charitable Trust
FL
N/A
T
94.340 %
No
(11)
Edgar Hall Educ Fund co Wells Fargo Bank NA
1 W 4TH ST 2nd Floor
WinstonSalem
,
NC
27101
Charitable Trust
FL
N/A
T
100.000 %
No
(12)
Muriel Gammage Trust co Wells Fargo Wealth Management
One West 4th St 2nd Floor
WinstonSalem
,
NC
27101
59-6214920
Charitable Trust
FL
N/A
T
99.000 %
No
(13)
Michelle Bowman #2 co Northern Trust Bank
700 Brickell Avenue
Miami
,
FL
33131
36-6784342
Charitable Trust
FL
N/A
T
52.680 %
No
(14)
Brady (Dr) Hartman co Charles Schwab
211 Main Street
San Francisco
,
CA
94105
94-1737782
Charitable Trust
FL
N/A
T
94.340 %
No
(15)
University of Miami Insurance Co Ltd
Clarendon House 2 Church St HM 11
BD
Insurance
BD
UM
C
10
160,770
100.000 %
Yes
Schedule R (Form 990) 2012
Page 3
Schedule R (Form 990) 2012
Page
3
Part V
Transactions With Related Organizations
(Complete if the organization answered "Yes" to 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
No
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
.
.
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1a
No
b
Gift, grant, or capital contribution to related organization(s)
.
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1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
.
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1c
No
d
Loans or loan guarantees to or for related organization(s)
.
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1d
Yes
e
Loans or loan guarantees by related organization(s)
.
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1e
No
f
Dividends from related organization(s)
.
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1f
No
g
Sale of assets to related organization(s)
.
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1g
No
h
Purchase of assets from related organization(s)
.
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1h
No
i
Exchange of assets with related organization(s)
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1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
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1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
.
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1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.
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1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.
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1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
.
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1n
No
o
Sharing of paid employees with related organization(s)
.
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1o
No
p
Reimbursement paid to related organization(s) for expenses
.
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1p
No
q
Reimbursement paid by related organization(s) for expenses
.
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1q
No
r
Other transfer of cash or property to related organization(s)
.
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1r
Yes
s
Other transfer of cash or property from related organization(s)
.
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1s
Yes
2
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 other organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
WVUM Inc
R
87,799
See Part VII
(2)
Miami Asset Management Company Inc
D
830,737
See Part VII
(3)
Miami Asset Management Company Inc
B
5,448,919
See Part VII
Schedule R (Form 990) 2012
Page 4
Schedule R (Form 990) 2012
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership
(Complete if the organization answered "Yes" to 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)
(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)
(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
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2012
Page 5
Schedule R (Form 990) 2012
Page
5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier
Return Reference
Explanation
Method of Quantification:
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.
Additional Data
Software ID:
Software Version: