2023-11-13T11:07:02-05:00 2022-12-31 650356804 ROBBINS & MORONEY PA 222 SE 10TH ST FORT LAUDERDALE FL 33316 990PF 2022-01-01 136153649 MONTGOMERY BOTANICAL CENTER MONT 3056673800 11901 OLD CUTLER ROAD MIAMI FL 33156 DR M PATRICK GRIFFITH EXECUTIVE DIRECTOR 3056673800 2023-11-09 true DR M PATRICK GRIFFITH 999009999 false MICHAEL J ROBBINS P01210648 9544673100 2023-11-13 2022 2023-04-26 12:10:37Z X 32644054 X 854177 91484 91484 91484 629990 629990 629990 1085 1085 1085 -38767 1641800 20223669 1641800 87690 483 87690 3306226 2364842 810249 143206 143206 1144207 1144207 431425 431425 23543 5000 5000 18543 129169 123894 123894 5275 39693 9 9 2513 2513 14413 14413 912302 132075 132075 780227 2840471 260978 260978 2539809 0 0 2840471 260978 260978 2539809 465755 2103864 549271 1677168 510992 510992 14123115 13094502 13094502 5588948 7924839 7924839 3889751 3972805 3972805 8480049 1339133 7116397 7140916 7140916 32395379 32644054 32644054 495805 458178 495805 458178 X 29880495 30227404 2019079 1958472 31899574 32185876 32395379 32644054 31899574 465755 460698 32826027 640151 32185876 GAIN/LOSS REPORT-SHORT TERM P.4 P 16619820 16847761 -227941 -227941 K-1 JBG/FUND VI QUAL. INVESTOR, LLC P 331 331 331 GAIN/LOSS REPORT-LONG TERM P.6 P 2980418 1697904 1282514 1282514 K-1 JBG/FUND VII QUAL. INVESTOR, LLC P 26724 -26724 -26724 BROWN ADVISORY CREDIT DISLOCATION P 2105 -2105 -2105 BROWN ADVISORY INV 2011-JBG VIII P 15 -15 -15 BROWN ADVISORY INV 2016-CMP VII P 68 68 68 BROWN ADVISORY INV 2014-JBG FUND IX P 11245 11245 11245 BROWN ADVISORY INV 2016-CMP VII P 1010 -1010 -1010 K-1 BROWN ADVISORY INV 2013-QP RE P 266682 266682 266682 K-1 CONTINENTAL REALTY FUND V P 21711 21711 21711 K-1 BROWN ADV INV 2015-CRC IV (QP) P 56745 56745 56745 K-1 BROWN ADV INV 2014-CARMEL V P 21752 21752 21752 K-1 FCP REALTY FUND II LP P 4038 4038 4038 BROWN ADV INV 2012-RS ENERGY V P 888 888 888 K-1 FCP REALTY FUND III LP P 13100 13100 13100 K-1 RIVERSTONE CREDIT PARTNERS II P 1179 -1179 -1179 K-1 FCP REALTY FUND IV LP P 9087 9087 9087 BROWN ADV INV 2014-RIVERSTONE VI P 310 -310 -310 BROWN ADV INV 2010-EIG XV EXEMPT P 3661 -3661 -3661 BROWN ADV INV 2014-RIVERSTONE VI P 6249 6249 6249 BROWN ADV INV 2013-EIG EF XVI P 14039 14039 14039 K-1 BLUE WATER AGGREGATES FUND P 11 -11 -11 CB OFFSHORE CR OPPORTUNITIES FUND II P 996 996 996 K-1 GRIFFIS PREMIUM APT FUND IV P 41339 41339 41339 K-1 GRIFFIS PREMIUM APT FUND V P 404 -404 -404 K-1 ASHWOOD 2021 PVT INVESTMENT V P 785 -785 -785 1641800 -229362 29244 29244 29244 23000 6244 29244 X 748 748 false false false false false false false true true NY FL true true false false false true WWW.MONTGOMERYBOTANICAL.ORG MONTGOMERY BOTANICAL CENTER 3056673800 11901 OLD CUTLER ROAD MIAMI FL 33156 false false false false true false false false false false false false false false false false false false false false false L PATRICK KELLY 11901 OLD CUTLER ROAD MIAMI FL 33156 PRESIDENT 2.00 0 0 0 CHARLES P SACHER ESQ 11901 OLD CUTLER ROAD MIAMI FL 33156 VICE PRESIDE 2.00 0 0 0 KARL SMILEY MD 11901 OLD CUTLER ROAD MIAMI FL 33156 VICE PRESIDE 2.00 0 0 0 WALTER D HAYNES ESQ 11901 OLD CUTLER ROAD MIAMI FL 33156 SECRETARY/TR 2.00 0 0 0 CHARLES S SACHER ESQ 11901 OLD CUTLER ROAD MIAMI FL 33156 ASSISTANT TR 2.00 0 0 0 DAVID MANZ ESQ 11901 OLD CUTLER ROAD MIAMI FL 33156 ASSISTANT TR 2.00 0 0 0 NICHOLAS D KELLY 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR 2.00 0 0 0 COL JUSTIN M HAYNES 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR 2.00 0 0 0 STEPHEN D PEARSON ESQ 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR 2.00 0 0 0 JUANITA POPENOE PHD 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR 2.00 0 0 0 MARK SMILEY 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR 2.00 0 0 0 SCOTT SMILEY 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR 2.00 0 0 0 PETER A MANZ 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR EME 2.00 0 0 0 DR M PATRICK GRIFFITH 11901 OLD CUTLER ROAD MIAMI FL 33156 EXECUTIVE DI 40.00 143206 8586 0 MICHAEL CALONJE 11901 OLD CUTLER ROAD MIAMI FL 33156 CYCAD BIOLOG 40.00 106869 6412 DR LARRY R NOBLICK 11901 OLD CUTLER ROAD MIAMI FL 33156 PALM BIOLOGI 40.00 86821 5209 JOANNA TUCKER LIMA 11901 OLD CUTLER ROAD MIAMI FL 33156 COLL DEVELOP 40.00 75545 3017 XAVIER GRATACOS 11901 OLD CUTLER ROAD MIAMI FL 33156 SUPERINTENDE 40.00 64952 3891 VICKIE MURPHY 11901 OLD CUTLER ROAD MIAMI FL 33156 NURSERY HORT 40.00 62986 3773 1 BROWN ADVISORY 7475 WISCONSIN AVENUE SUITE 800 BETHESDA MD 20814 INVEST. ADVISOR 123894 THE CENTER GROWS, MAINTAINS AND MAKES AVAILABLE FOR SCIENTIFIC RESEARCH AND EDUCATIONAL PURPOSES COLLECTIONS OF PALMS, CYCADS AND OTHER TROPICAL PLANTS. 2539809 N/A 44102441 1094080 0 45196521 45196521 677948 44518573 2225929 X 2539809 2539809 2539809 2539809 2539809 X 549271 302725 366685 625452 1844133 466880 257316 311682 531634 1567512 2539809 2404214 2098175 2086804 9129002 2539809 2404214 2098175 2086804 9129002 1483953 1519066 1357153 1194501 5554673 WALTER D HAYNES CHARLES P SACHER L PATRICK KELLY X SEEDBANK 1068 14 91484 14 629990 17 -38767 15 483 18 587227 1054573 OTHER 1 7772 K-1 BROWN ADVISORY-CMP VII 1 1878 K-1 CARMEL V, LLLP 1 -20 K-1 JBG/FND VI QUAL INV 1 -5 K-1 JBG/FND VII QUAL INV 1 -1885 K-1 JBG VIII, LLLP 1 774 K-1 JBG INV FUND IX, LLLP 1 1919 K-1 BROWN ADV-EIG XV EXEMPT 1 3663 K-1 BROWN ADV-EIG EF XVI 1 24053 K-1 RIVERSTONE CRED PTNRS I 1 K-1 RIVERSTONE VI, LLLP 1 66149 K-1 BLUE WATER AGGREGATESFU 1 3578 K-1 ASHWOOD 2021 PVT INVEST 1 -1866 K-1 FCP REALTY FUND II LP 1 40 K-1 FCP REALTY FUND IV LP 1 22 K-1 CRC IV QP, LLLP 1 323 K-1 ASHWOOD 2022 PVT INVT I 1 -20256 1356556 1055641 2412197 1A HELPS SUPPORT THE MONTGOMERY BOTANICAL CENTER SEEDBANK. THE SEEDBANK PROVIDES WIDESPREAD CULTIVATION OF IMPERILED PLANTS AND HELPS ENSURE AGAINST THEIR EXTINCTION. MAKING PRIZED PLANTS SPECIES ABUNDANTLY AVAILABLE IN THE HORTICULTURE TRADE DIRECTLY REDUCES PRESSURE ON THE WILD POPULATIONS. THIS IS THE PRIMARY REASON FOR THE ORGANIZATION'S COMMITMENT TO SHARING ITS LIVING COLLECTION SEEDS PRODUCED FROM MONTGOMERY BOTANICAL CENTER LIVING COLLECTIONS ARE ROUTINELY DISTRIBUTED TO BOTANIC GARDENS, RESEARCH INSTITUTIONS, UNIVERSITIES, SCHOOLS, AND PLANT SOCIETIES WORLDWIDE. POLLEN COLLECTIONS ARE ALSO AVAILABLE AS NEEDED. false false false false false false false false false false X X 1 LIN LOUGHEED 5646 NORTH BAY ROAD MIAMI BEACH FL 331402042 11855 X 7 KELLY FOUNDATION INC 2200 N GREENWAY DRIVE CORAL GABLES FL 33134 66741 X 13 L PATRICK KELLY 8255 NW 58 STREET MIAMI FL 33166 22120 X 19 JILL MENZEL 726 EAST ANAHEIM STREET WILMINGTON CA 90744 32000 X 2 STANLEY SMITH HORTICULTURE TRUST 770 TAMALPAIS DRIVE SUITE 309 CORTE MADERA CA 94925 21704 X 8 IMLS 1000 LAKE COOK ROAD GLENCOE IL 60022 37541 X 14 RICHARD EBSARY 950 ANDORA AVENUE CORAL GABLES FL 33146 15000 X 20 MR MRS KEVIN MCLAUGHLIN 4121 HARDIE AVENUE MIAMI FL 33133 10000 X 3 WALTER D HAYNES 917 1ST STREET SOUTH MARBELLA 702 JACKSONVILLE BEACH FL 32250 35245 X 9 TIM GREGORY 280 WOODSIDE DRIVE MIAMI FL 33199 60000 X 15 JE PARKER 930 CASTILE AVENUE CORAL GABLES FL 33134 5936 X 21 TONYA PATRICK GRIFFITH 11901 OLD CUTLER ROAD CORAL GABLES FL 33156 5000 X 4 BATCHELOR FOUNDATION INC 1680 MICHIGAN AVENUE PH1 MIAMI BEACH FL 33139 55000 X 10 FAITH BISHOCK 4631 HIDDEN RIVER ROAD SARASOTA FL 34240 5000 X 16 THE RED LIST PROJECT 870 CREED ROAD OAKLAND CA 94610 30000 X 22 JUDY KAY ESTATE IRREVOCABLE TRUST FBO JUDY KAY PO BOX 11647 BIRMINGHAM AL 35202 298450 X 5 JAYNE LEONARD ABESS FOUNDATION 280 PARK AVENUE NEW YORK NY 10017 12500 X 11 KARL SMILEY 9979 FAIRCHILD WAY CORAL GABLES FL 33156 5000 X 17 THE ROSE DAVID DORTORT FOUNDATION 717 W TEMPLE STREET LOS ANGELES CA 90012 10000 X 6 CHARLES P SACHER 7341 SW 162ND STREET MIAMI FL 33157 25000 X 12 MARTHA ROGERS HAAS 500 SW 83 STREET MIAMI FL 33143 5000 X 18 JEAN STARK 430 SOLANO PRADO CORAL GABLES FL 33156 5000 X 3 404 SHARES COGNIZANT TECHNOLOGY 28172 2022-08-15 3 12 SHARES COINBASE GLOBAL INC 1040 2022-08-15 3 445 SHARES WARNER BROS DISCOVERY 6033 2022-08-15 13 BUSH HOG TDC-1200 TRIDECK MOWER 22120 2022-01-13 15 76 SHARES EXXON MOBIL STOCK 5936 2022-03-17 ACCOUNTING FEES 23543 5000 5000 18543 FIXED INCOME 7924839 7924839 EQUITY SECURITIES 13094502 13094502 PARTNERSHIPS AND DIRECT INVESTMENTS 3972805 3972805 BUILDINGS, FURNITURE AND EQUIPMENT 2725292 1339133 1386159 1386159 LAND 5754757 5754757 5754757 NOTE PAYABLE-BANK NONE 700000 458178 INVESTMENT SECURITIES BOOK/TAX DIFF REALIZED GAINS 24320 BOOK/TAX DIFF K-1 CMP VII (TE), LLLP 6762 BOOK TAX DIFF CRC KENILWORTH (QP), LLLP 617 BOOK/TAX DIFF K-1 CONTINENTAL REALTY FUND V 21557 BOOK/TAX DIFF K-1 CARMEL V, LLLP 21227 BOOK/TAX DIFF K-1 RS ENERGY V (TE), LLLP 1406 BOOK/TAX DIFF K-1 RIVERSTONE VI, LLLP 68803 BOOK/TAX DIFF K-1 EFM II (TE), LLLP 3789 BOOK/TAX DIFF K-1 EFM III (TE), LLLP 16987 BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND IV 37794 BOOK/TAX DIFF K-1 HGI SF KF98, LLC 14954 BOOK/TAX DIFF K-1 JBG FUND IX, LLLP 11214 BOOK/TAX DIFF K-1 QP RE, LLLP 264736 BOOK/TAX DIFF K-1 CRC IV QP, LLLP 54874 BOOK/TAX DIFF K-1 FCP REALTY FUND II LP 3816 BOOK/TAX DIFF K-1 FCP REALTY FUND III LP 11435 BOOK/TAX DIFF K-1 FCP REALTY FUND IV LP 5557 BOOK/TAX DIFF K-1 EIG EF XVI EXEMPT, LLLP 36785 BOOK/TAX DIFF K-1 CB OFFSHORE CRED OPP FUND II, LP 20501 BOOK/TAX DIFF K-1 TACONIC MKT DISLOCATION FUND III 1613 BOOK/TAX DIFF K-1 SANDTON IV (TE), LLLP 11404 JBG/FUND IV INVESTOR, LLC K-1 NET RENTAL EXPENSES 1210 1210 1210 JBG/FND VI QUAL.INVESTORLLC K-1 NET RENTAL EXPENSES 384 384 384 JBG/FND VIIQUAL.INVESTORLLC K-1 NET RENTAL EXPENSES 2971 2971 2971 BROWN ADV INV 2011-JBG VIII K-1 NET RENTAL EXPENSES 1474 1474 1474 BROWN ADV INV 2014-JBG IX K-1 NET RENTAL EXPENSES 540 540 540 GRIFFIS PREMIUM APT FUND IV K-1 NET RENTAL EXPENSES 3545 3545 3545 BROWN ADV INV-EIG EF XVI K-1 NET RENTAL EXPENSES 39 39 39 GRIFFIS PREMIUM APT FUND V K-1 NET RENTAL EXPENSES 29689 29689 29689 EXPENSES COLLECTIONS 40708 40708 FIXED OPERATING COSTS 147556 147556 INSURANCE 113804 113804 CONSULTANTS 110463 1542 1542 108921 REPAIRS AND MAINTENANCE 64059 64059 SUPPLIES 29102 29102 EXPEDITIONS 56603 56603 UTILITIES 33355 33355 SERVICES-CONTRACTORS 13589 13589 COMMUNICATIONS 10654 10654 RECYCLING AND CONSERVATION 12325 12325 DIRECTOR AND MEMBER 18421 18421 SOFTWARE AND HARDWARE 7800 7800 FELLOWS PROGRAM 1604 1604 RENTAL 9780 9780 JANITORIAL 6134 6134 MISCELLANEOUS 6104 6104 IRRIGATION 16713 16713 FEES AND PERMITS 23148 23148 POSTAGE AND SHIPPING 5651 5651 EQUIPMENT 34287 34287 PUBLIC RELATIONS/HOSTING 16327 16327 MEMBERSHIP 3582 3582 K-1 BROWN ADVISORY CR DISL 1770 1770 1770 FND, LLLP K-1 JBG/FUND IV INVESTOR, LLC 70 70 70 K-1 JBG/FUND VI QUALIFIED INV 81 81 81 LLC K-1 JBG/FUND VII QUAL. INV., 475 475 475 K-1 BROWN ADVISORY INVESTORS 1988 1988 1988 EIG XV EXEMPT, LLLP K-1 BROWN ADVISORY INVESTORS 1472 1472 1472 JBG VIII, LLLP K-1 BROWN ADVISORY INVESTORS 7577 7577 7577 RS ENERGY V (TE), LLLP K-1 RIVERSTONE CREDIT PARTNER 195 195 195 K-1 BROWN ADVISORY INVESTORS 15097 15097 15097 RIVERSTONE VI, LLLP K-1 BROWN ADVISORY INVESTORS 2131 2131 2131 EFM II (TE), LLLP K-1 FCP REALTY FUND II LP 262 262 262 K-1 FCP REALTY FUND III LP 1665 1665 1665 K-1 FCP REALTY FUND IV LP 3552 3552 3552 K-1 FCP REALTY FUND V LP 1021 1021 1021 K-1 BROWN ADVISORY INVESTORS 3409 3409 3409 CMP VI (TE), LLLP K-1 BROWN ADVISORY INVESTORS 6493 6493 6493 CMP VII (TE), LLLP K-1 BROWN ADVISORY INVESTORS 1946 1946 1946 QP RE, LLLP K-1 BROWN ADVISORY INVESTORS 3791 3791 3791 EIG EF XVI, LLLP K-1 BROWN ADVISORY INVESTORS- 440 440 440 KENILWORTH (QP), LLLP K-1 BROWN ADVISORY INVESTORS 3048 3048 3048 CARMEL V, LLLP K-1 BROWN ADVISORY INVESTORS 3083 3083 3083 EFM III (TE), LLLP K-1 BLUE WATER AGGREGATES FUN 7460 7460 7460 K-1 BROWN ADVISORY INVESTORS 1420 1420 1420 JBG INVESTMENT FUND IX,LLLP K-1 BROWN ADVISORY INVESTORS 2194 2194 2194 CRC IV QP, LLLP K-1 BROWN ADVISORY INVESTORS 7660 7660 7660 SANDTON IV (TE), LLLP K-1 CONTINENTAL REALTY FUND V 154 154 154 K-1 HGI SF KF98, LLC 3502 3502 3502 K-1 CB OFFSHORE CREDIT OPPORT 5664 5664 5664 FUND II, LP K-1 ASHWOOD 2021 PVT INVESTME 2041 2041 2041 K-1 ASHWOOD 2022 PVT INVESTME 1020 1020 1020 SEEDBANK 1068 1068 ROYALTY-BROWNADV-RIVERSTONEVI 483 483 483 OTHER 7772 7772 K-1 BROWN ADVISORY-CMP VII 1878 1878 K-1 CARMEL V, LLLP -20 -20 K-1 JBG/FND VI QUAL INV -5 -5 K-1 JBG/FND VII QUAL INV -1885 -1885 K-1 JBG VIII, LLLP 774 774 K-1 JBG INV FUND IX, LLLP 1919 1919 K-1 BROWN ADV-EIG XV EXEMPT 3663 3663 K-1 BROWN ADV-EIG EF XVI 24053 24053 K-1 RIVERSTONE VI, LLLP 66149 66149 K-1 BLUE WATER AGGREGATESFUND 3578 3578 K-1 ASHWOOD 2021 PVT INVEST V -1866 -1866 K-1 FCP REALTY FUND II LP 40 40 K-1 FCP REALTY FUND IV LP 22 22 K-1 CRC IV QP, LLLP 323 323 K-1 ASHWOOD 2022 PVT INVT IV -20256 -20256 CHANGE IN VALUE PARTNERSHIP INVESTMENTS 359202 BOOK/TAX DIFF K-1 BROWN ADV CRED DISLOCATION FUND 3824 BOOK/TAX DIFF K-1 CMP VI (TE), LLLP 3409 BOOK/TAX DIFF K-1 RIVERSTONE CRED PTNRS II 1031 BOOK/TAX DIFF K-1 BLUE WATER AGGREGATE FUND 3829 BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND V 30093 BOOK/TAX DIFF K-1 ASHWOOD 2021 PVT INVESTMENT V 3757 BOOK/TAX DIFF K-1 JBG/FUND IV INVESTOR, LLC 1274 BOOK/TAX DIFF K-1 JBG/FUND VI QUAL. INVESTOR, LLC 115 BOOK/TAX DIFF K-1 JBG/FUND VII QUAL. INVESTOR, LLC 32053 BOOK/TAX DIFF K-1 JBG VIII, LLLP 2187 BOOK/TAX DIFF K-1 FCP REALTY FUND V LP 706 BOOK/TAX DIFF K-1 EIG XV EXEMPT, LLLP 780 BOOK/TAX DIFF K-1 ASHWOOD 2022 PVT INVESTMENT IV 18438 INVESTMENT ADVISORY FEES 123894 123894 123894 OTHER PROFESSIONAL FEES 5275 5275 FEDERAL EXCISE TAX 39684 K-1 BROWN ADVISORY INV 2013- 9 9 9 EIG EF XVI FOREIGN TAXES