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ADVISOR 123039 THE CENTER GROWS, MAINTAINS AND MAKES AVAILABLE FOR SCIENTIFIC RESEARCH AND EDUCATIONAL PURPOSES COLLECTIONS OF PALMS, CYCADS AND OTHER TROPICAL PLANTS. 2404214 N/A 44678630 1587339 0 46265969 46265969 693990 45571979 2278599 X 2404214 2404214 2404214 2404214 2404214 X 302725 366685 625452 1399761 2694623 257316 311682 531634 1189797 2290429 2404214 2098175 2086804 2422243 9011436 2404214 2098175 2086804 2422243 9011436 1519066 1357153 1194501 1139303 5210023 WALTER D HAYNES KARL SMILEY X SEEDBANK 14 83308 6630 14 550318 149 17 -88681 15 457 18 97871 2461885 OTHER 1 7559 K-1 BROWN ADV CRED DISLOC F 1 189 K-1 BROWN ADVISORY-CMP VI 1 K-1 BROWN ADVISORY-CMP VII 1 8239 K-1 CARMEL V, LLLP 1 -23 K-1 JBG/FUND IV INV, LLC 1 -1569 K-1 JBG/FND VI QUAL INV 1 -2572 K-1 JBG/FND VII QUAL INV 1 -71 K-1 JBG VIII, LLLP 1 -1572 K-1 JBG INV FUND IX, LLLP 1 1218 K-1 BROWN ADV-EIG XV EXEMPT 1 6429 K-1 BROWN ADV-EIG EF XVI 1 9206 K-1 RIVERSTONE CRED PTNRS I 1 -23650 K-1 RIVERSTONE VI, LLLP 1 14929 K-1 BLUE WATER AGGREGATESFU 1 680 K-1 ASHWOOD 2021 PVT INVEST 1 -8135 K-1 FCP REALTY FUND IV LP 1 288 K-1 CRC IV QP, LLLP 1 344 654762 2468664 3123426 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. 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BACKUS OIL PAINTING 45000 2021-04-29 ACCOUNTING FEES 23736 3500 3500 20236 FIXED INCOME 5588948 5530359 EQUITY SECURITIES 14123115 36305165 PARTNERSHIPS AND DIRECT INVESTMENTS 3889751 5613770 REAL ESTATE AND OTHER BUILDINGS, FURNITURE AND EQUIPMENT 2556959 1195318 1361641 1361641 LAND 5754756 5754756 5754756 NOTE PAYABLE-BANK NONE 700000 495805 INVESTMENT SECURITIES CHANGE IN VALUE PARTNERSHIP INVESTMENTS 111485 BOOK/TAX DIFF K-1 BROWN ADV CRED DISLOCATION FUND 5236 BOOK/TAX DIFF K-1 CMP VII (TE), LLLP 27617 BOOK/TAX DIFF K-1 CARMEL V, LLLP 64195 BOOK/TAX DIFF K-1 EFM II (TE), LLLP 4506 BOOK/TAX DIFF K-1 EFM III (TE), LLLP 18575 BOOK/TAX DIFF K-1 HGI SF KF98, LLC 14456 BOOK/TAX DIFF K-1 JBG/FUND VI QUAL. INVESTOR, LLC 14729 BOOK/TAX DIFF K-1 JBG FUND IX, LLLP 3888 BOOK/TAX DIFF K-1 FCP REALTY FUND II LP 23899 BOOK/TAX DIFF K-1 FCP REALTY FUND III LP 36135 BOOK/TAX DIFF K-1 QP RE, LLLP 6243 BOOK/TAX DIFF K-1 EIG EF XVI EXEMPT, LLLP 1971 BOOK/TAX DIFF K-1 SANDTON IV (TE), LLLP 23839 BOOK/TAX DIFF K-1 CB OFFSHORE CRED OPP FUND II, LP 28139 BOOK/TAX DIFF K-1 TACONIC MKT DISLOCATION FUND III 410 JBG/FND VI QUAL.INVESTORLLC K-1 NET RENTAL EXPENSES 276 276 276 JBG/FND VIIQUAL.INVESTORLLC K-1 NET RENTAL EXPENSES 2243 2243 2243 BROWN ADV INV 2011-JBG VIII K-1 NET RENTAL EXPENSES 800 800 800 BROWN ADV INV CRCKENILWORTH K-1 NET RENTAL EXPENSES 15122 15122 15122 BROWN ADV INV 2014-CARMEL V K-1 NET RENTAL EXPENSES 33 33 33 BROWN ADV INV 2014-JBG IX K-1 NET RENTAL EXPENSES 1595 1595 1595 GRIFFIS PREMIUM APT FUND IV K-1 NET RENTAL EXPENSES 3653 3653 3653 GRIFFIS PREMIUM APT FUND V K-1 NET RENTAL EXPENSES 65057 65057 65057 EXPENSES COLLECTIONS 31906 31906 FIXED OPERATING COSTS 130680 130680 INSURANCE 96379 96379 CONSULTANTS 36002 1208 1208 34794 REPAIRS AND MAINTENANCE 99746 99746 SUPPLIES 31250 31250 EXPEDITIONS 188556 188556 UTILITIES 33581 33581 SERVICES-CONTRACTORS 11763 11763 COMMUNICATIONS 7458 7458 RECYCLING AND CONSERVATION 6675 6675 DIRECTOR AND MEMBER 11876 11876 SOFTWARE AND HARDWARE 4802 4802 FELLOWS PROGRAM 2365 2365 RENTAL 15960 15960 JANITORIAL 3687 3687 MISCELLANEOUS 7513 7513 IRRIGATION 12173 12173 FEES AND PERMITS 18164 18164 POSTAGE AND SHIPPING 3883 3883 EQUIPMENT 35571 35571 PUBLIC RELATIONS/HOSTING 8113 8113 MEMBERSHIP 2846 2846 K-1 BROWN ADVISORY CR DISL 1610 1610 1610 FND, LLLP K-1 JBG/FUND IV INVESTOR, LLC 115 115 115 K-1 JBG/FUND VI QUALIFIED INV 101 101 101 LLC K-1 JBG/FUND VII QUAL. INV., 1227 1227 1227 K-1 BROWN ADVISORY INVESTORS 8419 8419 8419 EIG XV EXEMPT, LLLP K-1 BROWN ADVISORY INVESTORS 1532 1532 1532 JBG VIII, LLLP K-1 BROWN ADVISORY INVESTORS 7656 7656 7656 RS ENERGY V (TE), LLLP K-1 RIVERSTONE CREDIT PARTNER 9577 9577 9577 K-1 BROWN ADVISORY INVESTORS 10030 10030 10030 RIVERSTONE VI, LLLP K-1 BROWN ADVISORY INVESTORS 2124 2124 2124 EFM II (TE), LLLP K-1 FCP REALTY FUND II LP 467 467 467 K-1 FCP REALTY FUND III LP 2069 2069 2069 K-1 FCP REALTY FUND IV LP 4618 4618 4618 K-1 FCP REALTY FUND V LP 751 751 751 K-1 BROWN ADVISORY INVESTORS 4152 4152 4152 CMP VI (TE), LLLP K-1 BROWN ADVISORY INVESTORS 7785 7785 7785 CMP VII (TE), LLLP K-1 BROWN ADVISORY INVESTORS 2064 2064 2064 QP RE, LLLP K-1 BROWN ADVISORY INVESTORS 11397 11397 11397 EIG EF XVI, LLLP K-1 BROWN ADVISORY INVESTORS- 470 470 470 KENILWORTH (QP), LLLP K-1 BROWN ADVISORY INVESTORS 3311 3311 3311 CARMEL V, LLLP K-1 BROWN ADVISORY INVESTORS 3181 3181 3181 EFM III (TE), LLLP K-1 BLUE WATER AGGREGATES FUN 7048 7048 7048 K-1 BROWN ADVISORY INVESTORS 1415 1415 1415 JBG INVESTMENT FUND IX,LLLP K-1 BROWN ADVISORY INVESTORS 2257 2257 2257 CRC IV QP, LLLP K-1 BROWN ADVISORY INVESTORS 7461 7461 7461 SANDTON IV (TE), LLLP K-1 CONTINENTAL REALTY FUND V 125 125 125 K-1 HGI SF KF98, LLC 2409 2409 2409 K-1 CB OFFSHORE CREDIT OPPORT 3365 3365 3365 FUND II, LP K-1 ASHWOOD 2021 PVT INVESTME 544 544 544 ROYALTY-BROWNADV-RIVERSTONEVI 429 429 429 ROYALTY-BROWN ADV-EIG EF XVI 28 28 28 OTHER 7559 7559 K-1 BROWN ADV CRED DISLOC FD 189 189 K-1 BROWN ADVISORY-CMP VII 8239 8239 K-1 CARMEL V, LLLP -23 -23 K-1 JBG/FUND IV INV, LLC -1569 -1569 K-1 JBG/FND VI QUAL INV -2572 -2572 K-1 JBG/FND VII QUAL INV -71 -71 K-1 JBG VIII, LLLP -1572 -1572 K-1 JBG INV FUND IX, LLLP 1218 1218 K-1 BROWN ADV-EIG XV EXEMPT 6429 6429 K-1 BROWN ADV-EIG EF XVI 9206 9206 K-1 RIVERSTONE CRED PTNRS II -23650 -23650 K-1 RIVERSTONE VI, LLLP 14929 14929 K-1 BLUE WATER AGGREGATESFUND 680 680 K-1 ASHWOOD 2021 PVT INVEST V -8135 -8135 K-1 FCP REALTY FUND IV LP 288 288 K-1 CRC IV QP, LLLP 344 344 BOOK/TAX DIFF K-1 CMP VI (TE), LLLP 4152 BOOK TAX DIFF CRC KENILWORTH (QP), LLLP 10481 BOOK/TAX DIFF K-1 CONTINENTAL REALTY FUND V 125 BOOK/TAX DIFF K-1 RS ENERGY V (TE), LLLP 60711 BOOK/TAX DIFF K-1 RIVERSTONE CRED PTNRS II 33441 BOOK/TAX DIFF K-1 RIVERSTONE VI, LLLP 9539 BOOK/TAX DIFF K-1 BLUE WATER AGGREGATE FUND 6328 BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND IV 3653 BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND V 65234 BOOK/TAX DIFF K-1 ASHWOOD 2021 PVT INVESTMENT V 8603 BOOK/TAX DIFF K-1 JBG/FUND IV INVESTOR, LLC 1667 BOOK/TAX DIFF K-1 JBG/FUND VII QUAL. INVESTOR, LLC 3848 BOOK/TAX DIFF K-1 JBG VIII, LLLP 2291 BOOK/TAX DIFF K-1 CRC IV QP, LLLP 1532 BOOK/TAX DIFF K-1 FCP REALTY FUND IV LP 1344 BOOK/TAX DIFF K-1 FCP REALTY FUND V LP 751 BOOK/TAX DIFF K-1 EIG XV EXEMPT, LLLP 8309 INVESTMENT ADVISORY FEES 148936 148936 148936 OTHER PROFESSIONAL FEES 1375 1375 FEDERAL EXCISE TAX 19554 K-1 BROWN ADVISORY INV 2013- 21 21 21 EIG EF XVI FOREIGN TAXES