2021-11-08T15:20:52-06:00 2020-12-31 650356804 ROBBINS & MORONEY PA 222 SE 10TH ST FORT LAUDERDALE FL 33316 990PF 2020-01-01 136153649 MONTGOMERY BOTANICAL CENTER MONT 3056673800 11901 OLD CUTLER ROAD MIAMI FL 33156 DR M PATRICK GRIFFITH EXECUTIVE DIRECTOR 3056673800 2021-10-26 true DR M PATRICK GRIFFITH 999009999 MICHAEL J ROBBINS P01210648 9544673100 2021-11-08 2020 2022-09-23 18:48:47Z X 49160231 X 1174670 73041 73041 73041 527779 527779 527779 1744 1744 1744 -16690 216006 5888328 216006 11464 72 11464 2004704 818642 614028 130653 130653 912900 912900 490706 490706 21741 3500 3500 18241 124511 122261 122261 2250 60400 16 16 1151 1151 11495 11495 652345 121566 121566 530779 2405902 247343 247343 2098175 0 0 2405902 247343 247343 2098175 -401198 571299 366685 5945048 1497509 1497509 13386000 13463838 32069278 2100297 5367309 5365104 3606068 3934432 4473584 8224530 1084133 6874687 7140397 5754756 31912100 31403485 49160231 579417 539193 579417 539193 X 29588531 28935121 1744152 1929171 31332683 30864292 31912100 31403485 31332683 -401198 167528 31099013 234721 30864292 WILMINGTON TRUST-SHORT TERM P 1761022 1777070 -16048 -16048 K-1 JBG/FUND VII QUAL. INVESTOR, LLC P 24551 24551 24551 WILMINGTON TRUST-LONG TERM P 3876396 3693949 182447 182447 BROWN ADVISORY INV 2011-JBG VIII P 123 -123 -123 CHARLES SCHWAB-SHORT TERM P 4651 5253 -602 -602 BROWN ADVISORY INV 2014-JBG FUND IX P 1335 -1335 -1335 CHARLES SCHWAB-LONGTERM P 92029 77918 14111 14111 K-1 FCP REALTY FUND II LP P 42535 42535 42535 BROWN ADVISORY CREDIT DISLOCATION P 40 40 40 K-1 FCP REALTY FUND III LP P 61723 61723 61723 BROWN ADVISORY INV 2012-CMP VI P 6632 6632 6632 BROWN ADV INV 2010-EIG XV EXEMPT P 284 -284 -284 BROWN ADVISORY INV 2016-CMP VII P 7512 -7512 -7512 BROWN ADV INV 2010-EIG XV EXEMPT P 12774 -12774 -12774 BROWN ADV INV 2012-RS ENERGY V P 34420 -34420 -34420 BROWN ADV INV 2013-EIG EF XVI P 30 30 30 K-1 RIVERSTONE CREDIT PARTNERS II P 667 667 667 BROWN ADV INV 2013-EIG EF XVI P 26374 -26374 -26374 K-1 RIVERSTONE CREDIT PARTNERS II P 11595 -11595 -11595 BROWN ADV INV 2014-RIVERSTONE VI P 304 304 304 BROWN ADV INV 2014-RIVERSTONE VI P 23479 -23479 -23479 BLUE WATER AGGREGATES FUND LP P 236 -236 -236 K-1 JBG/FUND IV INVESTOR, LLC P 17 17 17 K-1 JBG/FUND VI QUAL. 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ADVISOR 109884 THE CENTER GROWS, MAINTAINS AND MAKES AVAILABLE FOR SCIENTIFIC RESEARCH AND EDUCATIONAL PURPOSES COLLECTIONS OF PALMS, CYCADS AND OTHER TROPICAL PLANTS. 2098175 N/A 37613341 3721279 0 41334620 41334620 620019 40714601 2035730 X 2098175 2098175 2098175 2098175 2098175 2098175 X 366685 625452 1399761 1342829 3734727 311682 531634 1189797 1141405 3174518 2098175 2086804 2422243 2272672 8879894 2098175 2086804 2422243 2272672 8879894 1357153 1194501 1139303 1116199 4807156 WALTER D HAYNES X SEEDBANK 7646 14 73041 14 526736 1043 17 -16690 15 72 18 36334 179672 OTHER 1 5645 K-1 BROWN ADV CRED DISLOC F 1 7 K-1 BROWN ADVISORY-CMP VI 1 3515 K-1 BROWN ADVISORY-CMP VII 1 -2 K-1 CARMEL V, LLLP 1 -22 K-1 JBG/FUND IV INV, LLC 1 -663 K-1 JBG/FND VI QUAL INV 1 -6223 K-1 JBG/FND VII QUAL INV 1 -118 K-1 JBG VIII, LLLP 1 -234 K-1 JBG INV FUND IX, LLLP 1 1711 K-1 BROWN ADV-EIG XV EXEMPT 1 6719 K-1 BROWN ADV-EIG EF XVI 1 4255 K-1 RIVERSTONE CRED PTNRS I 1 89 K-1 RIVERSTONE VI, LLLP 1 -6537 K-1 BLUE WATER AGGREGATESFU 1 -4699 K-1 FCP REALTY FUND IV LP 1 K-1 CRC IV QP, LLLP 1 303 623239 188361 811600 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 122150 X 7 KELLY FOUNDATION INC 2200 N GREENWAY DRIVE CORAL GABLES FL 33134 148801 X 13 BEATY FAMILY FUND THE COMMUNITY FOUNDATION 1201 15TH STREET NW SUITE 420 WASHINGTON DC 20005 7400 X 2 STANLEY SMITH HORTICULTURE TRUST 770 TAMALPAIS DRIVE SUITE 309 CORTE MADERA CA 94925 5000 X 8 TIM GREGORY 280 WOODSIDE DRIVE MIAMI FL 33199 11250 X 14 LYNN LEVERETT 7604 SW 178 TERRACE PALMETTO BAY FL 33157 50000 X 3 CITY OF CORAL GABLES 2327 SALZEDO STREET CORAL GABLES FL 33134 21000 X 9 STATE OF FLORIDA DEPARTMENT OF 200 E GAINES STREET TALLAHASSEE FL 32399 312674 X 15 MARIA JILL MENZEL 10 EDGEWATER DRIVE 9-G CORAL GABLES FL 33133 7150 X 4 WALTER D HAYNES 917 1ST STREET SOUTH MARBELLA 702 JACKSONVILLE BEACH FL 32250 83888 X 10 MARTHA ROGERS HAAS 500 SW 83 STREET MIAMI FL 33143 5000 X 16 RICHARD EBSARY 950 ANDORA AVENUE CORAL GABLES FL 33146 5000 X 5 BATCHELOR FOUNDATION INC 1680 MICHIGAN AVENUE PH1 MIAMI BEACH FL 33139 55000 X 11 L PATRICK KELLY 8255 NW 58 STREET MIAMI FL 33166 7500 X 17 US SMALL BUSINESS ADMINISTRATION 409 3RD STREET SW WASHINGTON DC 20416 256512 X 6 JAYNE LEONARD ABESS FOUNDATION 280 PARK AVENUE NEW YORK NY 10017 12500 X 12 MARK ELIZABETH SMILEY 624 KINGFISH ROAD NORTH PALM BEACH FL 33408 5000 X 18 SUSAN BUTLER 3701 NW 16 PLACE GAINESVILLE FL 32605 17450 X 4 200 SHARES EXXON MOBIL STOCK 13908 2020-01-20 4 720 SHARES GE STOCK 8460 2020-01-20 4 100 SHARES EXXON MOBIL STOCK 6416 2020-01-30 4 1,200 SHARES EXXON MOBIL STOCK 55104 2020-06-25 18 CYCADS 17450 2020-12-31 ACCOUNTING FEES 21741 3500 3500 18241 FIXED INCOME 5367309 5365104 EQUITY SECURITIES 13463838 32069278 PARTNERSHIPS AND DIRECT INVESTMENTS 3604473 4158631 REAL ESTATE AND OTHER 329959 314953 BUILDINGS, FURNITURE AND EQUIPMENT 2469774 1084133 1385641 LAND 5754756 5754756 5754756 NOTE PAYABLE-BANK NONE 700000 539193 INVESTMENT SECURITIES CHANGE IN VALUE PARTNERSHIP INVESTMENTS 32025 BOOK/TAX DIFFERENCE REALIZED GAINS 15802 BOOK/TAX DIFF K-1 CMP VI (TE), LLLP 12640 BOOK TAX DIFF CRC KENILWORTH (QP), LLLP 1225 BOOK/TAX DIFF K-1 EFM II (TE), LLLP 5592 BOOK/TAX DIFF K-1 EFM III (TE), LLLP 18607 BOOK/TAX DIFF K-1 JBG/FUND VI QUAL. INVESTOR, LLC 9396 BOOK/TAX DIFF K-1 JBG/FUND VII QUAL. INVESTOR, LLC 12872 BOOK/TAX DIFF K-1 FCP REALTY FUND II LP 41849 BOOK/TAX DIFF K-1 FCP REALTY FUND III LP 60969 BOOK/TAX DIFF K-1 SANDTON IV (TE), LLLP 17915 BOOK/TAX DIFF K-1 CB OFFSHORE CRED OPP FUND II, LP 5829 JBG/FND VI QUAL.INVESTORLLC K-1 NET RENTAL EXPENSES 1903 1903 1903 JBG/FND VIIQUAL.INVESTORLLC K-1 NET RENTAL EXPENSES 11332 11332 11332 BROWN ADV INV 2011-JBG VIII K-1 NET RENTAL EXPENSES 1443 1443 1443 BROWN ADV INV 2014-CARMEL V K-1 NET RENTAL EXPENSES 24 24 24 BROWN ADV INV 2014-JBG IX K-1 NET RENTAL EXPENSES 459 459 459 GRIFFIS PREMIUM APT FUND IV K-1 NET RENTAL EXPENSES 3273 3273 3273 EXPENSES COLLECTIONS 41594 41594 FIXED OPERATING COSTS 121774 121774 INSURANCE 86471 86471 CONSULTANTS 30433 1576 1576 28857 REPAIRS AND MAINTENANCE 45382 45382 SUPPLIES 22660 22660 EXPEDITIONS 28529 28529 UTILITIES 26955 26955 SERVICES-CONTRACTORS 12607 12607 COMMUNICATIONS 9629 9629 RECYCLING AND CONSERVATION 3750 3750 DIRECTOR AND MEMBER 3500 3500 SOFTWARE AND HARDWARE 4727 4727 FELLOWS PROGRAM RENTAL 13306 13306 JANITORIAL 4367 4367 MISCELLANEOUS 10445 10445 IRRIGATION 9461 9461 FEES AND PERMITS 20833 20833 POSTAGE AND SHIPPING 4287 4287 EQUIPMENT 23629 23629 PUBLIC RELATIONS/HOSTING 2220 2220 MEMBERSHIP 5796 5796 K-1 BROWN ADVISORY CR DISL 2082 2082 2082 FND, LLLP K-1 JBG/FUND IV INVESTOR, LLC 73 73 73 K-1 JBG/FUND VI QUALIFIED INV 219 219 219 LLC K-1 JBG/FUND VII QUAL. INV., 244 244 244 K-1 BROWN ADVISORY INVESTORS 6643 6643 6643 EIG XV EXEMPT, LLLP K-1 BROWN ADVISORY INVESTORS 1114 1114 1114 JBG VIII, LLLP K-1 BROWN ADVISORY INVESTORS 8970 8970 8970 RS ENERGY V (TE), LLLP K-1 RIVERSTONE CREDIT PARTNER 693 693 693 K-1 BROWN ADVISORY INVESTORS 14715 14715 14715 RIVERSTONE VI, LLLP K-1 BROWN ADVISORY INVESTORS 2364 2364 2364 EFM II (TE), LLLP K-1 FCP REALTY FUND II LP 686 686 686 K-1 FCP REALTY FUND III LP 2427 2427 2427 K-1 FCP REALTY FUND IV LP 4375 4375 4375 K-1 BROWN ADVISORY INVESTORS 5490 5490 5490 CMP VI (TE), LLLP K-1 BROWN ADVISORY INVESTORS 7889 7889 7889 CMP VII (TE), LLLP K-1 BROWN ADVISORY INVESTORS 2200 2200 2200 QP RE, LLLP K-1 BROWN ADVISORY INVESTORS 15478 15478 15478 EIG EF XVI, LLLP K-1 BROWN ADVISORY INVESTORS- 572 572 572 KENILWORTH (QP), LLLP K-1 BROWN ADVISORY INVESTORS 3818 3818 3818 CARMEL V, LLLP K-1 BROWN ADVISORY INVESTORS 3338 3338 3338 EFM III (TE), LLLP K-1 BLUE WATER AGGREGATES FUN 6919 6919 6919 K-1 BROWN ADVISORY INVESTORS 897 897 897 JBG INVESTMENT FUND IX,LLLP K-1 BROWN ADVISORY INVESTORS 2337 2337 2337 CRC IV QP, LLLP K-1 BROWN ADVISORY INVESTORS 7121 7121 7121 SANDTON IV (TE), LLLP K-1 CONTINENTAL REALTY FUND V 146 146 146 K-1 CB OFFSHORE CREDIT OPPORT 746 746 746 FUND II, LP SEEDBANK 7646 7646 ROYALTY-BROWNADV-RIVERSTONEVI 13 13 13 ROYALTY-BROWN ADV-EIG XV 11 11 11 ROYALTY-BROWN ADV-EIG EF XVI 48 48 48 OTHER 5645 5645 K-1 BROWN ADV CRED DISLOC FD 7 7 K-1 BROWN ADVISORY-CMP VI 3515 3515 K-1 BROWN ADVISORY-CMP VII -2 -2 K-1 CARMEL V, LLLP -22 -22 K-1 JBG/FUND IV INV, LLC -663 -663 K-1 JBG/FND VI QUAL INV -6223 -6223 K-1 JBG/FND VII QUAL INV -118 -118 K-1 JBG VIII, LLLP -234 -234 K-1 JBG INV FUND IX, LLLP 1711 1711 K-1 BROWN ADV-EIG XV EXEMPT 6719 6719 K-1 BROWN ADV-EIG EF XVI 4255 4255 K-1 RIVERSTONE CRED PTNRS II 89 89 K-1 RIVERSTONE VI, LLLP -6537 -6537 K-1 BLUE WATER AGGREGATESFUND -4699 -4699 K-1 CRC IV QP, LLLP 303 303 BOOK/TAX DIFF K-1 BROWN ADV CRED DISLOCATION FUND 2034 BOOK/TAX DIFF K-1 CMP VII (TE), LLLP 935 BOOK/TAX DIFF K-1 CARMEL V, LLLP 794 BOOK/TAX DIFF K-1 RS ENERGY V (TE), LLLP 42926 BOOK/TAX DIFF K-1 RIVERSTONE CRED PTNRS II 10258 BOOK/TAX DIFF K-1 RIVERSTONE VI, LLLP 43960 BOOK/TAX DIFF K-1 BLUE WATER AGGREGATE FUND 11834 BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND IV 3273 BOOK/TAX DIFF K-1 JBG/FUND IV INVESTOR, LLC 708 BOOK/TAX DIFF K-1 JBG VIII, LLLP 2912 BOOK/TAX DIFF K-1 JBG FUND IX, LLLP 817 BOOK/TAX DIFF K-1 QP RE, LLLP 2200 BOOK/TAX DIFF K-1 CRC IV QP, LLLP 2034 BOOK/TAX DIFF K-1 FCP REALTY FUND IV LP 4373 BOOK/TAX DIFF K-1 CONTINENTAL REALTY FUND V 146 BOOK/TAX DIFF K-1 EIG XV EXEMPT, LLLP 5604 BOOK/TAX DIFF K-1 EIG EF XVI EXEMPT, LLLP 32720 INVESTMENT ADVISORY FEES 122261 122261 122261 OTHER PROFESSIONAL FEES 2250 2250 FEDERAL EXCISE TAX 60384 K-1 BROWN ADVISORY INV 2010- 1 1 1 EIG XV EXEMPT FOREIGN TAXES K-1 BROWN ADVISORY INV 2013- 15 15 15 EIG EF XVI FOREIGN TAXES