2025-11-10T16:25:20-05:00 2024-12-31 650356804 ROBBINS & MORONEY PA 222 SE 10TH ST FORT LAUDERDALE FL 33316 990PF 2024-01-01 136153649 MONTGOMERY BOTANICAL CENTER MONT 3056673800 11901 OLD CUTLER ROAD MIAMI FL 33156 DR M PATRICK GRIFFITH EXECUTIVE DIRECTOR 3056673800 2025-11-07 true true MICHAEL J ROBBINS P01210648 9544673100 2025-11-10 2024 2025-03-06 01:10:19Z X 37539077 X 1672333 127334 127334 127334 903318 903318 903318 358 358 358 -31695 4302511 11226086 4302511 68665 44518 268 44518 7050372 5333789 1144193 159724 159724 1256348 1256348 536724 536724 23667 5000 5000 18667 139856 135956 135956 3900 36238 17 17 12074 12074 15821 15821 1284713 162778 162778 1121935 3465165 303751 303751 3125193 0 0 3465165 303751 303751 3125193 3585207 5030038 840442 626168 3612748 3612748 14132523 14188040 14188040 7459672 8383381 8383381 4991952 4220923 4220923 8683314 1549329 7162044 7133985 7133985 34372359 37539077 37539077 427872 401020 427872 401020 X 31816800 34650475 2127687 2487582 33944487 37138057 34372359 37539077 33944487 3585207 127494 37657188 519131 37138057 WILMINGTON TRUST-SHORT TERM P 1060889 985998 74891 74891 K-1 JBG/FUND VII QUAL. INVESTOR, LLC P 113 -113 -113 WILMINGTON TRUST-LONG TERM P 9752206 5911216 3840990 3840990 BROWN ADVISORY INV 2011-JBG VIII P 1865 1865 1865 BROWN ADVISORY INV 2012-CMP VI P 747 -747 -747 BROWN ADVISORY INV 2014-JBG FUND IX P 387 -387 -387 BROWN ADVISORY INV 2016-CMP VII P 3049 3049 3049 K-1 BROWN ADV INV 2015-CRC IV (QP) P 8142 8142 8142 CONTINENTAL REALTY FUND V P 12624 12624 12624 K-1 FCP REALTY FUND IV LP P 1799 -1799 -1799 BROWN ADV INV 2012-RS ENERGY V P 947 -947 -947 BROWN ADV INV 2010-EIG XV EXEMPT P 12705 -12705 -12705 BROWN ADV INV 2012-RS ENERGY V P 985 985 985 BROWN ADV INV 2013-EIG EF XVI P 1582 1582 1582 RIVERSTONE CREDIT PARTNERS II P 20 20 20 TACONIC MARKET DISLOCATION FUND III P 402 -402 -402 RIVERSTONE CREDIT PARTNERS II P 3947 3947 3947 ASHWOOD 2023 PRIVATE CREDIT I-SSO II P 5299 -5299 -5299 BROWN ADV INV 2014-RIVERSTONE VI P 2843 -2843 -2843 K-1 BLUE WATER AGGREGATES FUND P 362086 362086 362086 K-1 GRIFFIS PREMIUM APT FUND V P 789 -789 -789 K-1 ASHWOOD 2021 PVT INVESTMENT V P 18352 18352 18352 K-1 BROWN ADVISORY INV 2023-COF III P 339 339 339 K-1 JBG/FUND VI QUAL. INVESTOR, LLC P 330 -330 -330 4302511 68665 69918 69918 69918 67500 67500 X 2781 5199 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 MARK SMILEY 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 CHARLES S SACHER ESQ 11901 OLD CUTLER ROAD MIAMI FL 33156 SECRETARY 2.00 0 0 0 DAVID MANZ ESQ 11901 OLD CUTLER ROAD MIAMI FL 33156 TREASURER 2.00 0 0 0 WALTER D HAYNES ESQ 11901 OLD CUTLER ROAD MIAMI FL 33156 ASST.SECY&AS 2.00 0 0 0 COL JUSTIN M HAYNES 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR 2.00 0 0 0 BRADLEY KELLY 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR 2.00 0 0 0 L PATRICK KELLY 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR 2.00 0 0 0 NICHOLAS D KELLY 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 SCOTT SMILEY 11901 OLD CUTLER ROAD MIAMI FL 33156 DIRECTOR 2.00 0 0 0 DR M PATRICK GRIFFITH 11901 OLD CUTLER ROAD MIAMI FL 33156 EXECUTIVE DI 40.00 159724 9577 0 MICHAEL CALONJE 11901 OLD CUTLER ROAD MIAMI FL 33156 CYCAD BIOLOG 40.00 113529 6617 DR LARRY R NOBLICK 11901 OLD CUTLER ROAD MIAMI FL 33156 PALM BIOLOGI 40.00 90422 5419 JOANNA TUCKER LIMA 11901 OLD CUTLER ROAD MIAMI FL 33156 COLL DEVELOP 40.00 78622 3141 XAVIER GRATACOS 11901 OLD CUTLER ROAD MIAMI FL 33156 SUPERINTENDE 40.00 72918 4368 VICKIE MURPHY 11901 OLD CUTLER ROAD MIAMI FL 33156 NURSERY CURA 40.00 67699 4055 2 BROWN ADVISORY 7475 WISCONSIN AVENUE SUITE 800 BETHESDA MD 20814 INVEST. ADVISOR 122571 THE CENTER GROWS, MAINTAINS AND MAKES AVAILABLE FOR SCIENTIFIC RESEARCH AND EDUCATIONAL PURPOSES COLLECTIONS OF PALMS, CYCADS AND OTHER TROPICAL PLANTS. 3125193 N/A 44476413 2119458 0 46595871 46595871 698938 45896933 2294847 X 3125193 3125193 3125193 3125193 3125193 X 840442 636244 549271 302725 2328682 714376 540807 466880 257316 1979379 3125193 2846949 2539809 2404214 10916165 3125193 2846949 2539809 2404214 10916165 1529898 1477216 1483953 1519066 6010133 WALTER D HAYNES MARK SMILEY NICHOLAS D KELLY X SEEDBANK 3207 14 127334 14 903318 17 -31695 15 268 18 386630 3915881 OTHER 1 38734 K-1 BROWN ADVISORY-CMP VI 1 2971 K-1 BROWN ADVISORY-CMP VII 1 130 K-1 CARMEL V, LLLP 1 -6 K-1 BROWN ADV-RS ENERGY V 1 79 K-1 JBG/FND IV QUAL INV 1 -5699 K-1 JBG/FND VI QUAL INV 1 -51 K-1 JBG/FND VII QUAL INV 1 -1238 K-1 JBG VIII, LLLP 1 -933 K-1 JBG INV FUND IX, LLLP 1 -207 K-1 BROWN ADV-EIG XV EXEMPT 1 2862 K-1 BROWN ADV-EIG EF XVI 1 4714 K-1 RIVERSTONE CRED PTNRS I 1 18 K-1 RIVERSTONE VI, LLLP 1 5955 K-1 BLUE WATER AGGREGATESFU 1 40850 K-1 ASHWOOD 2021 PVT INVEST 1 -54008 K-1 CRC IV QP, LLLP 1 252 K-1 ASHWOOD 2022 PVT INVT I 1 6302 K-1 ASHWOOD 2023 PVT CREDIT 1 318 1426898 3919088 5345986 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 100000 X 7 RICHARD EBSARY 950 ANDORA AVENUE CORAL GABLES FL 33146 10000 X 13 SALLYE JUDE CHARITABLE TRUST 416 VISCAYA AVENUE CORAL GABLES FL 33134 10000 X 19 NICHOLAS KELLY 640 ARVIDA PARKWAY CORAL GABLES FL 33156 5000 X 25 ANNE HENDRICKS BASS FOUNDATION 1801 DEEPDALE DRIVE FORT WORTH TX 76107 5000 X 31 SUSANNAH ANNA BALL 622 TOWN ROAD WEST CHICAGO IL 60185 5000 X 2 STANLEY SMITH HORTICULTURE TRUST 770 TAMALPAIS DRIVE SUITE 309 CORTE MADERA CA 94925 25000 X 8 TIM GREGORY 280 WOODSIDE DRIVE WOODSIDE CA 94062 411000 X 14 THE ROSE DAVID DORTORT FOUNDATION 717 W TEMPLE STREET LOS ANGELES CA 90012 10000 X 20 TERRY BEATY 7475 WISCONSIN AVENUE SUITE 800 BETHESDA MD 20814 15000 X 26 JULIE MARTIN FRANKLIN 9555 OLD CUTLER LANE CORAL GABLES FL 33156 50000 X 32 DENNIS FRIEDMAN 8089 SW 86 TERRACE MIAMI FL 33143 5000 X 3 CITY OF CORAL GABLES 405 BILTMORE WAY CORAL GABLES FL 33134 17400 X 9 FAITH FESSENDEN BISHOCK 4631 HIDDEN RIVER ROAD SARASOTA FL 34240 7500 X 15 PATRICK TONYA GRIFFITH 11901 OLD CUTLER ROAD CORAL GABLES FL 33156 5000 X 21 KEVIN MCLAUGHLIN 206 MONTELLUNA DRIVE NORTH VENICE FL 34275 15000 X 27 KENNETH GRAVES 19370 SW 280TH STREET HOMESTEAD FL 33031 5000 X 4 WALTER D HAYNES 917 1ST STREET SOUTH MARBELLA 702 JACKSONVILLE BEACH FL 32250 14242 X 10 THE VILLAGERS PO BOX 141843 CORAL GABLES FL 33114 5000 X 16 IMLS MORTON ARBORETUM 1345 PIEDMONT AVENUE NE ATLANTA GA 30309 45408 X 22 PATRICIA FROST 21 STAR ISLAND DRIVE MIAMI BEACH FL 33139 10000 X 28 LEONARD ABESS 100 SE 32ND ROAD MIAMI FL 33129 10000 X 5 BATCHELOR FOUNDATION INC 1680 MICHIGAN AVENUE PH 1 MIAMI BEACH FL 33139 55000 X 11 MARK ELIZABETH SMILEY 624 KINGFISH ROAD NORTH PALM BEACH FL 33408 5000 X 17 TIM GREGORY FAMILY CHARITABLE TRUST 280 WOODSIDE DRIVE WOODSIDE CA 94062 70276 X 23 INDIANAPOLIS ZOO 1200 W WASHINGTON STREET INDIANAPOLIS IN 46222 20000 X 29 LYMAN DICKERSON 280 LEUCADENDRA DRIVE CORAL GABLES FL 33156 14979 X 6 JEAN STARK 430 SOLANDO PRADO CORAL GABLES FL 33156 5000 X 12 LYNN LEVERETT 7604 SW 178 TERRACE PALMETTO BAY FL 33157 15000 X 18 NEW YORK BOTANICAL GARDEN 2900 SOUTHERN BLVD BRONX NY 10458 19341 X 24 DR JOHN T MACDONALD FOUNDATION 1550 MADRUGA AVENUE SUITE 215 CORAL GABLES FL 33146 10000 X 30 OVERLAND FILMS 10202 W WASHINGTON BLVD CULVER CITY CA 90232 51200 X 4 537 SHARES EAGLE BANCOP 14242 ACCOUNTING FEES 23667 5000 5000 18667 FIXED INCOME 8383381 8383381 EQUITY SECURITIES 14188040 14188040 PARTNERSHIPS AND DIRECT INVESTMENTS 4220923 4220923 BUILDINGS, FURNITURE AND EQUIPMENT 2928557 1549329 1379228 1379228 LAND 5754757 5754757 5754757 NOTE PAYABLE-BANK NONE 700000 401020 INVESTMENT SECURITIES BOOK/TAX DIFF REALIZED GAINS 14480 BOOK/TAX DIFF K-1 CMP VI (TE), LLLP 91 BOOK/TAX DIFF K-1 CMP VII (TE), LLLP 10084 BOOK/TAX DIFF K-1 CONTINENTAL REALTY FUND V 12514 BOOK/TAX DIFF K-1 CARMEL V, LLLP 497 BOOK/TAX DIFF K-1 RIVERSTONE CRED PTNRS II 3314 BOOK/TAX DIFF K-1 BLUE WATER AGGREGATE FUND 400369 BOOK/TAX DIFF K-1 EFM II (TE), LLLP 3333 BOOK/TAX DIFF K-1 EFM III (TE), LLLP 9237 BOOK/TAX DIFF K-1 HGI SF KF98, LLC 11782 BOOK/TAX DIFF K-1 COF III (TE), LLLP 6633 BOOK/TAX DIFF K-1 QP RE, LLLP 1173 BOOK/TAX DIFF K-1 CRC IV QP, LLLP 6493 BOOK/TAX DIFF K-1 CB OFFSHORE CRED OPP FUND II, LP 32609 BOOK/TAX DIFF K-1 TACONIC MKT DISLOCATION FUND III 1137 BOOK/TAX DIFF K-1 ASHWOOD 2022 PVT INVESTMENT IV 177 BOOK/TAX DIFF K-1 SANDTON IV (TE), LLLP 5208 JBG/FND VI QUAL.INVESTORLLC K-1 NET RENTAL EXPENSES 603 603 603 JBG/FND VIIQUAL.INVESTORLLC K-1 NET RENTAL EXPENSES 2331 2331 2331 BROWN ADV INV 2011-JBG VIII K-1 NET RENTAL EXPENSES 1131 1131 1131 BROWN ADV INV CRCKENILWORTH K-1 NET RENTAL EXPENSES 556 556 556 BROWN ADV INV 2014-JBG IX K-1 NET RENTAL EXPENSES 408 408 408 GRIFFIS PREMIUM APT FUND IV K-1 NET RENTAL EXPENSES 3312 3312 3312 GRIFFIS PREMIUM APT FUND V K-1 NET RENTAL EXPENSES 16651 16651 16651 ASHWOOD 2023 PVT CREDIT I K-1 NET RENTAL EXPENSES 7061 7061 7061 EXPENSES COLLECTIONS 34400 34400 FIXED OPERATING COSTS 354430 354430 INSURANCE 62117 62117 CONSULTANTS 36253 1612 1612 34641 REPAIRS AND MAINTENANCE 85626 85626 SUPPLIES 47511 47511 EXPEDITIONS 280094 280094 UTILITIES 39207 39207 SERVICES-CONTRACTORS 12588 12588 COMMUNICATIONS 7168 7168 RECYCLING AND CONSERVATION 8393 8393 DIRECTOR AND MEMBER 15365 15365 SOFTWARE AND HARDWARE 8695 8695 RENTAL 22905 22905 JANITORIAL 5140 5140 MISCELLANEOUS 3642 3642 IRRIGATION 10089 10089 FEES AND PERMITS 38366 38366 POSTAGE AND SHIPPING 5617 5617 EQUIPMENT 33553 33553 PUBLIC RELATIONS/HOSTING 7332 7332 MEMBERSHIP 5056 5056 K-1 JBG/FUND IV INVESTOR, LLC 89 89 89 K-1 JBG/FUND VI QUALIFIED INV 38 38 38 LLC K-1 JBG/FUND VII QUAL. INV., 35 35 35 K-1 BROWN ADVISORY INVESTORS 2816 2816 2816 EIG XV EXEMPT, LLLP K-1 BROWN ADVISORY INVESTORS 1497 1497 1497 JBG VIII, LLLP K-1 BROWN ADVISORY INVESTORS 6573 6573 6573 RS ENERGY V (TE), LLLP K-1 RIVERSTONE CREDIT PARTNER 865 865 865 K-1 BROWN ADVISORY INVESTORS 8323 8323 8323 RIVERSTONE VI, LLLP K-1 BROWN ADVISORY INVESTORS 2436 2436 2436 EFM II (TE), LLLP K-1 FCP REALTY FUND II LP 127 127 127 K-1 FCP REALTY FUND III LP 1632 1632 1632 K-1 FCP REALTY FUND IV LP 4024 4024 4024 K-1 FCP REALTY FUND V LP 1333 1333 1333 K-1 BROWN ADVISORY INVESTORS 3223 3223 3223 CMP VI (TE), LLLP K-1 BROWN ADVISORY INVESTORS 6244 6244 6244 CMP VII (TE), LLLP K-1 BROWN ADVISORY INVESTORS 1584 1584 1584 QP RE, LLLP K-1 BROWN ADVISORY INVESTORS 11451 11451 11451 EIG EF XVI, LLLP K-1 BROWN ADVISORY INVESTORS- 502 502 502 KENILWORTH (QP), LLLP K-1 BROWN ADVISORY INVESTORS 3077 3077 3077 CARMEL V, LLLP K-1 BROWN ADVISORY INVESTORS 3230 3230 3230 EFM III (TE), LLLP K-1 BLUE WATER AGGREGATES FUN 2630 2630 2630 K-1 BROWN ADVISORY INVESTORS 1308 1308 1308 JBG INVESTMENT FUND IX,LLLP K-1 BROWN ADVISORY INVESTORS 2007 2007 2007 CRC IV QP, LLLP K-1 BROWN ADVISORY INVESTORS 8435 8435 8435 SANDTON IV (TE), LLLP K-1 CONTINENTAL REALTY FUND V 110 110 110 K-1 HGI SF KF98, LLC 3865 3865 3865 K-1 CB OFFSHORE CREDIT OPPORT 7345 7345 7345 FUND II, LP K-1 ASHWOOD 2021 PVT INVESTME 3305 3305 3305 K-1 ASHWOOD 2022 PVT INVESTME 12871 12871 12871 K-1 BROWN ADVISORY INVESTORS 7672 7672 7672 COF III (TE), LLLP K-1 ASHWOOD 2023 PVT CREDIT I 5235 5235 5235 K-1 ASHWOOD 2023 PVT CREDIT I 13912 13912 13912 SDOF III PARALLEL K-1 ASHWOOD 2023 PVT INVESTME 1319 1319 1319 SEEDBANK 3207 3207 ROYALTY-BROWNADV-RIVERSTONEVI 268 268 268 OTHER 38734 38734 K-1 BROWN ADVISORY-CMP VI 2971 2971 K-1 BROWN ADVISORY-CMP VII 130 130 K-1 CARMEL V, LLLP -6 -6 K-1 BROWN ADV-RS ENERGY V 79 79 K-1 JBG/FND IV QUAL INV -5699 -5699 K-1 JBG/FND VI QUAL INV -51 -51 K-1 JBG/FND VII QUAL INV -1238 -1238 K-1 JBG VIII, LLLP -933 -933 K-1 JBG INV FUND IX, LLLP -207 -207 K-1 BROWN ADV-EIG XV EXEMPT 2862 2862 K-1 BROWN ADV-EIG EF XVI 4714 4714 K-1 RIVERSTONE CRED PTNRS II 18 18 K-1 RIVERSTONE VI, LLLP 5955 5955 K-1 BLUE WATER AGGREGATESFUND 40850 40850 K-1 ASHWOOD 2021 PVT INVEST V -54008 -54008 K-1 CRC IV QP, LLLP 252 252 K-1 ASHWOOD 2022 PVT INVT IV 6302 6302 K-1 ASHWOOD 2023 PVT CREDIT I 318 318 CHANGE IN VALUE PARTNERSHIP INVESTMENTS 3740 BOOK TAX DIFF CRC KENILWORTH (QP), LLLP 432 BOOK/TAX DIFF K-1 RS ENERGY V (TE), LLLP 5116 BOOK/TAX DIFF K-1 RIVERSTONE VI, LLLP 3266 BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND IV 3249 BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND V 17175 BOOK/TAX DIFF K-1 ASHWOOD 2021 PVT INVESTMENT V 36467 BOOK/TAX DIFF K-1 JBG/FUND IV INVESTOR, LLC 5674 BOOK/TAX DIFF K-1 JBG/FUND VI QUAL. INVESTOR, LLC 921 BOOK/TAX DIFF K-1 JBG/FUND VII QUAL. INVESTOR, LLC 3579 BOOK/TAX DIFF K-1 JBG VIII, LLLP 1464 BOOK/TAX DIFF K-1 JBG FUND IX, LLLP 2187 BOOK/TAX DIFF K-1 FCP REALTY FUND II LP 127 BOOK/TAX DIFF K-1 FCP REALTY FUND III LP 1632 BOOK/TAX DIFF K-1 FCP REALTY FUND IV LP 5823 BOOK/TAX DIFF K-1 FCP REALTY FUND V LP 843 BOOK/TAX DIFF K-1 EIG XV EXEMPT, LLLP 12593 BOOK/TAX DIFF K-1 EIG EF XVI EXEMPT, LLLP 3601 BOOK/TAX DIFF K-1 ASHWOOD 2023 PVT CREDIT I-SSO II 8525 BOOK/TAX DIFF K-1 ASHWOOD 2023 PVT CREDIT II 10236 BOOK/TAX DIFF K-1 ASHWOOD 2023 PVT INVESTMENTIIIAR 844 INVESTMENT ADVISORY FEES 135956 135956 135956 OTHER PROFESSIONAL FEES 3900 3900 FEDERAL EXCISE TAX 36221 K-1 BROWN ADVISORY INVESTORS 201 17 17 17 EFM III FOREIGN TAXES