Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MONTGOMERY BOTANICAL CENTER
 
Number and street (or P.O. box number if mail is not delivered to street address)11901 OLD CUTLER ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIAMI, FL33156
A Employer identification number

13-6153649
B Telephone number (see instructions)

(305) 667-3800
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$49,160,231J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,174,670
2 Check bullet.............
3 Interest on savings and temporary cash investments 73,041 73,041 73,041
4 Dividends and interest from securities... 527,779 527,779 527,779
5a Gross rents............ 1,744 1,744 1,744
b Net rental income or (loss) -16,690
6a Net gain or (loss) from sale of assets not on line 10 216,006
b Gross sales price for all assets on line 6a 5,888,328
7 Capital gain net income (from Part IV, line 2)... 216,006
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 11,464 72 11,464
12 Total. Add lines 1 through 11........ 2,004,704 818,642 614,028
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 130,653     130,653
14 Other employee salaries and wages...... 912,900     912,900
15 Pension plans, employee benefits....... 490,706     490,706
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 21,741 3,500 3,500 18,241
c Other professional fees (attach schedule).... Click to see attachment 124,511 122,261 122,261 2,250
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 60,400 16 16  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,151     1,151
22 Printing and publications.......... 11,495     11,495
23 Other expenses (attach schedule)....... Click to see attachment 652,345 121,566 121,566 530,779
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,405,902 247,343 247,343 2,098,175
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 2,405,902 247,343 247,343 2,098,175
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -401,198
b Net investment income (if negative, enter -0-) 571,299
c Adjusted net income (if negative, enter -0-)... 366,685
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,945,048 1,497,509 1,497,509
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,386,000 Click to see attachment13,463,838 32,069,278
c Investments—corporate bonds (attach schedule)....... 2,100,297 Click to see attachment5,367,309 5,365,104
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,606,068 Click to see attachment3,934,432 4,473,584
14 Land, buildings, and equipment: basis bullet8,224,530
Less: accumulated depreciation (attach schedule) bullet1,084,133 6,874,687 Click to see attachment7,140,397 5,754,756
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,912,100 31,403,485 49,160,231
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 579,417 Click to see attachment539,193
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 579,417 539,193
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 29,588,531 28,935,121
25 Net assets with donor restrictions............ 1,744,152 1,929,171
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 31,332,683 30,864,292
30 Total liabilities and net assets/fund balances (see instructions). 31,912,100 31,403,485
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
31,332,683
2
Enter amount from Part I, line 27a .....................
2
-401,198
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
167,528
4
Add lines 1, 2, and 3 ..........................
4
31,099,013
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
234,721
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,864,292
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a WILMINGTON TRUST-SHORT TERM P    
b K-1 JBG/FUND VII QUAL. INVESTOR, LLC P    
c WILMINGTON TRUST-LONG TERM P    
d BROWN ADVISORY INV 2011-JBG VIII P    
e CHARLES SCHWAB-SHORT TERM P    
BROWN ADVISORY INV 2014-JBG FUND IX P    
CHARLES SCHWAB-LONGTERM P    
K-1 FCP REALTY FUND II LP P    
BROWN ADVISORY CREDIT DISLOCATION P    
K-1 FCP REALTY FUND III LP P    
BROWN ADVISORY INV 2012-CMP VI P    
BROWN ADV INV 2010-EIG XV EXEMPT P    
BROWN ADVISORY INV 2016-CMP VII P    
BROWN ADV INV 2010-EIG XV EXEMPT P    
BROWN ADV INV 2012-RS ENERGY V P    
BROWN ADV INV 2013-EIG EF XVI P    
K-1 RIVERSTONE CREDIT PARTNERS II P    
BROWN ADV INV 2013-EIG EF XVI P    
K-1 RIVERSTONE CREDIT PARTNERS II P    
BROWN ADV INV 2014-RIVERSTONE VI P    
BROWN ADV INV 2014-RIVERSTONE VI P    
BLUE WATER AGGREGATES FUND LP P    
K-1 JBG/FUND IV INVESTOR, LLC P    
K-1 JBG/FUND VI QUAL. INVESTOR, LLC P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,761,022   1,777,070 -16,048
b 24,551     24,551
c 3,876,396   3,693,949 182,447
d     123 -123
e 4,651   5,253 -602
    1,335 -1,335
92,029   77,918 14,111
42,535     42,535
40     40
61,723     61,723
6,632     6,632
    284 -284
    7,512 -7,512
    12,774 -12,774
    34,420 -34,420
30     30
667     667
    26,374 -26,374
    11,595 -11,595
304     304
    23,479 -23,479
    236 -236
17     17
17,731     17,731
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -16,048
b       24,551
c       182,447
d       -123
e       -602
      -1,335
      14,111
      42,535
      40
      61,723
      6,632
      -284
      -7,512
      -12,774
      -34,420
      30
      667
      -26,374
      -11,595
      304
      -23,479
      -236
      17
      17,731
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 216,006
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -27,558
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 7,941
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,941
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,941
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 93
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 534
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, FL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MONTGOMERYBOTANICAL.ORG
    14
    The books are in care ofbulletMONTGOMERY BOTANICAL CENTER Telephone no.bullet (305) 667-3800

    Located atbullet11901 OLD CUTLER ROADMIAMIFL ZIP+4bullet33156
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DR M PATRICK GRIFFITH EXECUTIVE DI
    40.00     		130,653 7,233 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    DAVID MANZ ESQ PRESIDENT
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    CHARLES P SACHER ESQ VICE PRESIDE
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    KARL SMILEY MD VICE PRESIDE
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    WALTER D HAYNES ESQ SECRETARY/TR
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    CHARLES S SACHER ESQ ASSISTANT TR
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    NICHOLAS D KELLY DIRECTOR
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    COL JUSTIN M HAYNES DIRECTOR
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    L PATRICK KELLY DIRECTOR
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    PETER A MANZ DIRECTOR
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    STEPHEN D PEARSON ESQ DIRECTOR
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    JUANITA POPENOE PHD DIRECTOR
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    MARK SMILEY DIRECTOR
    2.00     		0 0 0
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    MICHAEL CALONJE CYCAD BIOLOG
    40.00     		97,059 5,457  
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    DR LARRY R NOBLICK PALM BIOLOGI
    40.00     		80,434 4,819  
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    JOANNA TUCKER LIMA COLL DEVELOP
    40.00     		71,294 2,847  
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    VICKIE MURPHY NURSERY HORT
    40.00     		56,575 3,388  
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    XAVIER GRATACOS SUPERINTENDE
    40.00     		56,447 3,380  
    11901 OLD CUTLER ROAD
    MIAMI,FL33156
    Total number of other employees paid over $50,000...................bullet 1
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BROWN ADVISORY INVEST. ADVISOR 109,884
    7475 WISCONSIN AVENUE SUITE 800
    BETHESDA,MD20814
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE CENTER GROWS, MAINTAINS AND MAKES AVAILABLE FOR SCIENTIFIC RESEARCH AND EDUCATIONAL PURPOSES COLLECTIONS OF PALMS, CYCADS AND OTHER TROPICAL PLANTS. 2,098,175
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    37,613,341
    b
    Average of monthly cash balances.......................
    1b
    3,721,279
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,334,620
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    41,334,620
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    620,019
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    40,714,601
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,035,730
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,098,175
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,098,175
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,098,175
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,098,175
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus 2,098,175
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,098,175
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    366,685 625,452 1,399,761 1,342,829 3,734,727
    b 85% of line 2a ......... 311,682 531,634 1,189,797 1,141,405 3,174,518
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		2,098,175 2,086,804 2,422,243 2,272,672 8,879,894
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		2,098,175 2,086,804 2,422,243 2,272,672 8,879,894
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		1,357,153 1,194,501 1,139,303 1,116,199 4,807,156
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    WALTER D HAYNES
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aSEEDBANK         7,646
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 73,041  
    4 Dividends and interest from securities....     14 526,736 1,043
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property     17 -16,690  
    7 Other investment income.....     15 72  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 36,334 179,672
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER     		    1 5,645  
    bK-1 BROWN ADV CRED DISLOC F     1 7  
    cK-1 BROWN ADVISORY-CMP VI     1 3,515  
    dK-1 BROWN ADVISORY-CMP VII     1 -2  
    eK-1 CARMEL V, LLLP     1 -22  
    fK-1 JBG/FUND IV INV, LLC     1 -663  
    gK-1 JBG/FND VI QUAL INV     1 -6,223  
    hK-1 JBG/FND VII QUAL INV     1 -118  
    iK-1 JBG VIII, LLLP     1 -234  
    jK-1 JBG INV FUND IX, LLLP     1 1,711  
    kK-1 BROWN ADV-EIG XV EXEMPT     1 6,719  
    lK-1 BROWN ADV-EIG EF XVI     1 4,255  
    mK-1 RIVERSTONE CRED PTNRS I     1 89  
    nK-1 RIVERSTONE VI, LLLP     1 -6,537  
    oK-1 BLUE WATER AGGREGATESFU     1 -4,699  
    pK-1 FCP REALTY FUND IV LP     1    
    qK-1 CRC IV QP, LLLP     1 303  
    12 Subtotal. Add columns (b), (d), and (e)..   623,239 188,361
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    811,600
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    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.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    MONTGOMERY BOTANICAL CENTER
     
    Employer identification number

    13-6153649
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    MONTGOMERY BOTANICAL CENTER
          		Employer identification number
    13-6153649
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    LIN LOUGHEED
     
    5646 NORTH BAY ROAD
     
    MIAMI BEACH, FL331402042

    		$ 122,150


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    KELLY FOUNDATION INC
    2200 N GREENWAY DRIVE
     
    CORAL GABLES, FL33134

    		$ 148,801


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    BEATY FAMILY FUND
    THE COMMUNITY FOUNDATION
    1201 15TH STREET NW SUITE 420
    WASHINGTON, DC20005

    		$ 7,400


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    STANLEY SMITH HORTICULTURE TRUST
    770 TAMALPAIS DRIVE SUITE 309
     
    CORTE MADERA, CA94925

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    TIM GREGORY
    280 WOODSIDE DRIVE
     
    MIAMI, FL33199

    		$ 11,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    LYNN LEVERETT
    7604 SW 178 TERRACE
     
    PALMETTO BAY, FL33157

    		$ 50,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MONTGOMERY BOTANICAL CENTER
          		Employer identification number
    13-6153649
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    CITY OF CORAL GABLES
    2327 SALZEDO STREET
     
    CORAL GABLES, FL33134

    		$ 21,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    STATE OF FLORIDA DEPARTMENT OF
    200 E GAINES STREET
     
    TALLAHASSEE, FL32399

    		$ 312,674


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    MARIA JILL MENZEL
    10 EDGEWATER DRIVE 9-G
     
    CORAL GABLES, FL33133

    		$ 7,150


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    WALTER D HAYNES
    917 1ST STREET SOUTH MARBELLA 702
     
    JACKSONVILLE BEACH, FL32250

    		$ 83,888


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    MARTHA ROGERS HAAS
    500 SW 83 STREET
     
    MIAMI, FL33143

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    RICHARD EBSARY
    950 ANDORA AVENUE
     
    CORAL GABLES, FL33146

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MONTGOMERY BOTANICAL CENTER
          		Employer identification number
    13-6153649
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    BATCHELOR FOUNDATION INC
    1680 MICHIGAN AVENUE PH1
     
    MIAMI BEACH, FL33139

    		$ 55,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    L PATRICK KELLY
    8255 NW 58 STREET
     
    MIAMI, FL33166

    		$ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    US SMALL BUSINESS ADMINISTRATION
    409 3RD STREET SW
     
    WASHINGTON, DC20416

    		$ 256,512


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    JAYNE LEONARD ABESS FOUNDATION
    280 PARK AVENUE
     
    NEW YORK, NY10017

    		$ 12,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    MARK ELIZABETH SMILEY
    624 KINGFISH ROAD
     
    NORTH PALM BEACH, FL33408

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    SUSAN BUTLER
    3701 NW 16 PLACE
     
    GAINESVILLE, FL32605

    		$ 17,450


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    MONTGOMERY BOTANICAL CENTER
          		Employer identification number

    13-6153649
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 200 SHARES EXXON MOBIL STOCK $ 13,908 2020-01-20
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 720 SHARES GE STOCK $ 8,460 2020-01-20
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 100 SHARES EXXON MOBIL STOCK $ 6,416 2020-01-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 1,200 SHARES EXXON MOBIL STOCK $ 55,104 2020-06-25
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    18
    		 CYCADS $ 17,450 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    MONTGOMERY BOTANICAL CENTER
          		Employer identification number

    13-6153649
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 21,741 3,500 3,500 18,241

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME 5,367,309 5,365,104

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY SECURITIES 13,463,838 32,069,278

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PARTNERSHIPS AND DIRECT INVESTMENTS   3,604,473 4,158,631
    REAL ESTATE AND OTHER   329,959 314,953

    TY 2020 LandEtcSchedule2
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDINGS, FURNITURE AND EQUIPMENT 2,469,774 1,084,133 1,385,641  
    LAND 5,754,756   5,754,756 5,754,756


    TY 2020 MortgagesAndNotesPayableSch
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Total Mortgage Amount:  

    Item No. 1
    Lender's Name NOTE PAYABLE-BANK
    Lender's Title  
    Relationship to Insider NONE
    Original Amount of Loan 700,000
    Balance Due 539,193
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower INVESTMENT SECURITIES
    Purpose of Loan  
    Description of Lender Consideration  
    Consideration FMV  


    TY 2020 OtherDecreasesSchedule
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Description Amount
    CHANGE IN VALUE PARTNERSHIP INVESTMENTS 32,025
    BOOK/TAX DIFFERENCE REALIZED GAINS 15,802
    BOOK/TAX DIFF K-1 CMP VI (TE), LLLP 12,640
    BOOK TAX DIFF CRC KENILWORTH (QP), LLLP 1,225
    BOOK/TAX DIFF K-1 EFM II (TE), LLLP 5,592
    BOOK/TAX DIFF K-1 EFM III (TE), LLLP 18,607
    BOOK/TAX DIFF K-1 JBG/FUND VI QUAL. INVESTOR, LLC 9,396
    BOOK/TAX DIFF K-1 JBG/FUND VII QUAL. INVESTOR, LLC 12,872
    BOOK/TAX DIFF K-1 FCP REALTY FUND II LP 41,849
    BOOK/TAX DIFF K-1 FCP REALTY FUND III LP 60,969
    BOOK/TAX DIFF K-1 SANDTON IV (TE), LLLP 17,915
    BOOK/TAX DIFF K-1 CB OFFSHORE CRED OPP FUND II, LP 5,829


    TY 2020 OtherExpensesSchedule
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JBG/FND VI QUAL.INVESTORLLC        
    K-1 NET RENTAL EXPENSES 1,903 1,903 1,903  
    JBG/FND VIIQUAL.INVESTORLLC        
    K-1 NET RENTAL EXPENSES 11,332 11,332 11,332  
    BROWN ADV INV 2011-JBG VIII        
    K-1 NET RENTAL EXPENSES 1,443 1,443 1,443  
    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 3,273 3,273 3,273  
    EXPENSES        
    COLLECTIONS 41,594     41,594
    FIXED OPERATING COSTS 121,774     121,774
    INSURANCE 86,471     86,471
    CONSULTANTS 30,433 1,576 1,576 28,857
    REPAIRS AND MAINTENANCE 45,382     45,382
    SUPPLIES 22,660     22,660
    EXPEDITIONS 28,529     28,529
    UTILITIES 26,955     26,955
    SERVICES-CONTRACTORS 12,607     12,607
    COMMUNICATIONS 9,629     9,629
    RECYCLING AND CONSERVATION 3,750     3,750
    DIRECTOR AND MEMBER 3,500     3,500
    SOFTWARE AND HARDWARE 4,727     4,727
    FELLOWS PROGRAM        
    RENTAL 13,306     13,306
    JANITORIAL 4,367     4,367
    MISCELLANEOUS 10,445     10,445
    IRRIGATION 9,461     9,461
    FEES AND PERMITS 20,833     20,833
    POSTAGE AND SHIPPING 4,287     4,287
    EQUIPMENT 23,629     23,629
    PUBLIC RELATIONS/HOSTING 2,220     2,220
    MEMBERSHIP 5,796     5,796
    K-1 BROWN ADVISORY CR DISL 2,082 2,082 2,082  
    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 6,643 6,643 6,643  
    EIG XV EXEMPT, LLLP        
    K-1 BROWN ADVISORY INVESTORS 1,114 1,114 1,114  
    JBG VIII, LLLP        
    K-1 BROWN ADVISORY INVESTORS 8,970 8,970 8,970  
    RS ENERGY V (TE), LLLP        
    K-1 RIVERSTONE CREDIT PARTNER 693 693 693  
    K-1 BROWN ADVISORY INVESTORS 14,715 14,715 14,715  
    RIVERSTONE VI, LLLP        
    K-1 BROWN ADVISORY INVESTORS 2,364 2,364 2,364  
    EFM II (TE), LLLP        
    K-1 FCP REALTY FUND II LP 686 686 686  
    K-1 FCP REALTY FUND III LP 2,427 2,427 2,427  
    K-1 FCP REALTY FUND IV LP 4,375 4,375 4,375  
    K-1 BROWN ADVISORY INVESTORS 5,490 5,490 5,490  
    CMP VI (TE), LLLP        
    K-1 BROWN ADVISORY INVESTORS 7,889 7,889 7,889  
    CMP VII (TE), LLLP        
    K-1 BROWN ADVISORY INVESTORS 2,200 2,200 2,200  
    QP RE, LLLP        
    K-1 BROWN ADVISORY INVESTORS 15,478 15,478 15,478  
    EIG EF XVI, LLLP        
    K-1 BROWN ADVISORY INVESTORS- 572 572 572  
    KENILWORTH (QP), LLLP        
    K-1 BROWN ADVISORY INVESTORS 3,818 3,818 3,818  
    CARMEL V, LLLP        
    K-1 BROWN ADVISORY INVESTORS 3,338 3,338 3,338  
    EFM III (TE), LLLP        
    K-1 BLUE WATER AGGREGATES FUN 6,919 6,919 6,919  
    K-1 BROWN ADVISORY INVESTORS 897 897 897  
    JBG INVESTMENT FUND IX,LLLP        
    K-1 BROWN ADVISORY INVESTORS 2,337 2,337 2,337  
    CRC IV QP, LLLP        
    K-1 BROWN ADVISORY INVESTORS 7,121 7,121 7,121  
    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        


    TY 2020 OtherIncomeSchedule2
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SEEDBANK 7,646   7,646
    ROYALTY-BROWNADV-RIVERSTONEVI 13 13 13
    ROYALTY-BROWN ADV-EIG XV 11 11 11
    ROYALTY-BROWN ADV-EIG EF XVI 48 48 48
    OTHER 5,645   5,645
    K-1 BROWN ADV CRED DISLOC FD 7   7
    K-1 BROWN ADVISORY-CMP VI 3,515   3,515
    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 -6,223   -6,223
    K-1 JBG/FND VII QUAL INV -118   -118
    K-1 JBG VIII, LLLP -234   -234
    K-1 JBG INV FUND IX, LLLP 1,711   1,711
    K-1 BROWN ADV-EIG XV EXEMPT 6,719   6,719
    K-1 BROWN ADV-EIG EF XVI 4,255   4,255
    K-1 RIVERSTONE CRED PTNRS II 89   89
    K-1 RIVERSTONE VI, LLLP -6,537   -6,537
    K-1 BLUE WATER AGGREGATESFUND -4,699   -4,699
    K-1 CRC IV QP, LLLP 303   303


    TY 2020 OtherIncreasesSchedule
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Description Amount
    BOOK/TAX DIFF K-1 BROWN ADV CRED DISLOCATION FUND 2,034
    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 42,926
    BOOK/TAX DIFF K-1 RIVERSTONE CRED PTNRS II 10,258
    BOOK/TAX DIFF K-1 RIVERSTONE VI, LLLP 43,960
    BOOK/TAX DIFF K-1 BLUE WATER AGGREGATE FUND 11,834
    BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND IV 3,273
    BOOK/TAX DIFF K-1 JBG/FUND IV INVESTOR, LLC 708
    BOOK/TAX DIFF K-1 JBG VIII, LLLP 2,912
    BOOK/TAX DIFF K-1 JBG FUND IX, LLLP 817
    BOOK/TAX DIFF K-1 QP RE, LLLP 2,200
    BOOK/TAX DIFF K-1 CRC IV QP, LLLP 2,034
    BOOK/TAX DIFF K-1 FCP REALTY FUND IV LP 4,373
    BOOK/TAX DIFF K-1 CONTINENTAL REALTY FUND V 146
    BOOK/TAX DIFF K-1 EIG XV EXEMPT, LLLP 5,604
    BOOK/TAX DIFF K-1 EIG EF XVI EXEMPT, LLLP 32,720


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 122,261 122,261 122,261  
    OTHER PROFESSIONAL FEES 2,250     2,250


    TY 2020 TaxesSchedule
    Name:
    MONTGOMERY BOTANICAL CENTER
    EIN:
    13-6153649
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 60,384      
    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