TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

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 If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$56,242,859J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	759,883
2	Check .............
3	Interest on savings and temporary cash investments	89,938		89,938	89,938
4	Dividends and interest from securities...	550,467		550,467	550,467
5a	Gross rents............	98		98	98
b	Net rental income or (loss) -88,681
6a	Net gain or (loss) from sale of assets not on line 10		2,559,756
b	Gross sales price for all assets on line 6a 12,002,611
7	Capital gain net income (from Part IV, line 2)...			2,559,756
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).......		11,946	457	11,946
12	Total. Add lines 1 through 11........	3,972,088		3,200,716	652,449
13	Compensation of officers, directors, trustees, etc.	130,653				130,653
14	Other employee salaries and wages......	1,057,840				1,057,840
15	Pension plans, employee benefits.......	373,687				373,687
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		23,736	3,500	3,500	20,236
c	Other professional fees (attach schedule)....		150,311	148,936	148,936	1,375
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		19,575	21	21
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	12,035				12,035
22	Printing and publications..........	8,647				8,647
23	Other expenses (attach schedule).......		997,008	197,267	197,267	799,741
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	2,773,492		349,724	349,724	2,404,214
25	Contributions, gifts, grants paid.......	0				0
26	Total expenses and disbursements. Add lines 24 and 25	2,773,492		349,724	349,724	2,404,214
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,198,596
b	Net investment income (if negative, enter -0-)			2,850,992
c	Adjusted net income (if negative, enter -0-)...				302,725

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	1,497,509	1,677,168	1,677,168
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	13,463,838	14,123,115	36,305,165
	c	Investments—corporate bonds (attach schedule).......	5,367,309	5,588,948	5,530,359
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	3,934,432	3,889,751	5,613,770
	14	Land, buildings, and equipment: basis 8,311,715
		Less: accumulated depreciation (attach schedule) 1,195,318	7,140,397	7,116,397	7,116,397
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	31,403,485	32,395,379	56,242,859
	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)......	539,193	495,805
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	539,193	495,805
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	28,935,121	29,880,495
	25	Net assets with donor restrictions............	1,929,171	2,019,079
		Foundations that do not follow FASB ASC 958, check here
		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).....	30,864,292	31,899,574
	30	Total liabilities and net assets/fund balances (see instructions).	31,403,485	32,395,379

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

30,864,292

Enter amount from Part I, line 27a .....................

1,198,596

Other increases not included in line 2 (itemize) bullet

222,009

Add lines 1, 2, and 3 ..........................

32,284,897

Decreases not included in line 2 (itemize) bullet

385,323

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

31,899,574

Form 990-PF (2021)

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
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	P
	BROWN ADVISORY INV 2014-JBG FUND IX	P
	BROWN ADVISORY CREDIT DISLOCATION	P
	K-1 FCP REALTY FUND II LP	P
	BROWN ADVISORY INV 2016-CMP VII	P
	K-1 FCP REALTY FUND III LP	P
	BROWN ADVISORY INV 2016-CMP VII	P
	K-1 BROWN ADVISORY INV 2013-QP RE	P
	K-1 BROWN ADV INV-CRC KENILWORTH	P
	K-1 BROWN ADV INV 2015-CRC IV (QP)	P
	K-1 BROWN ADV INV 2014-CARMEL V	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
	CB OFFSHORE CR OPPORTUNITIES FUND II	P
	K-1 RIVERSTONE CREDIT PARTNERS II	P
	BROWN ADV INV 2014-RIVERSTONE VI	P
	BROWN ADV INV 2014-RIVERSTONE VI	P
	K-1 GRIFFIS PREMIUM APT FUND V	P
	K-1 JBG/FUND VI QUAL. INVESTOR, LLC	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	7,354,354	7,562,116	-207,762
b		309	-309
c	4,423,922	1,761,969	2,661,953
d	1,613		1,613
e	45,493	37,799	7,694
	5,530		5,530
	6,636		6,636
	24,366		24,366
	2		2
	35,899		35,899
	7,086		7,086
	3,622		3,622
	5,086		5,086
	381		381
	64,772		64,772
		10,225	-10,225
		53,080	-53,080
	1,831		1,831
		173	-173
	2,736		2,736
		41	-41
	1,613		1,613
		16,966	-16,966
		177	-177
	17,669		17,669

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			-207,762
b			-309
c			2,661,953
d			1,613
e			7,694
			5,530
			6,636
			24,366
			2
			35,899
			7,086
			3,622
			5,086
			381
			64,772
			-10,225
			-53,080
			1,831
			-173
			2,736
			-41
			1,613
			-16,966
			-177
			17,669

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,559,756
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 ...................		3	-198,626

Form 990-PF (2021)

Page 4

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	39,629
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	39,629
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	38,500
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	38,500
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	493
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,622
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

NY, FL

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 .

Yes

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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.MONTGOMERYBOTANICAL.ORG

The books are in care of bullet

MONTGOMERY BOTANICAL CENTER Telephone no. bullet

(305) 667-3800

Located at bullet

11901 OLD CUTLER ROADMIAMIFL ZIP+4 bullet

33156

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

16 At any time during calendar year 2021, 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 VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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
L PATRICK KELLY	PRESIDENT 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	PRESIDENT 2.00	0	0
CHARLES P SACHER ESQ	VICE PRESIDE 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	VICE PRESIDE 2.00	0	0
KARL SMILEY MD	VICE PRESIDE 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	VICE PRESIDE 2.00	0	0
WALTER D HAYNES ESQ	SECRETARY/TR 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	SECRETARY/TR 2.00	0	0
CHARLES S SACHER ESQ	ASST. SEC./T 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	ASST. SEC./T 2.00	0	0
DAVID MANZ ESQ	ASSISTANT TR 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	ASSISTANT TR 2.00	0	0
NICHOLAS D KELLY	DIRECTOR 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	DIRECTOR 2.00	0	0
COL JUSTIN M HAYNES	DIRECTOR 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	DIRECTOR 2.00	0	0
STEPHEN D PEARSON ESQ	DIRECTOR 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	DIRECTOR 2.00	0	0
JUANITA POPENOE PHD	DIRECTOR 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	DIRECTOR 2.00	0	0
MARK SMILEY	DIRECTOR 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	DIRECTOR 2.00	0	0
SCOTT SMILEY	DIRECTOR 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	DIRECTOR 2.00	0	0
PETER A MANZ	DIRECTOR 2.00	0	0
11901 OLD CUTLER ROAD MIAMI,FL33156	DIRECTOR 2.00	0	0
DR M PATRICK GRIFFITH	EXECUTIVE DI 40.00	130,653	7,833
11901 OLD CUTLER ROAD MIAMI,FL33156	EXECUTIVE DI 40.00	130,653	7,833

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	100,136	6,002
11901 OLD CUTLER ROAD MIAMI,FL33156	CYCAD BIOLOG 40.00	100,136	6,002
DR LARRY R NOBLICK	PALM BIOLOGI 40.00	82,843	4,964
11901 OLD CUTLER ROAD MIAMI,FL33156	PALM BIOLOGI 40.00	82,843	4,964
JOANNA TUCKER LIMA	COLL DEVELOP 40.00	73,430	2,933
11901 OLD CUTLER ROAD MIAMI,FL33156	COLL DEVELOP 40.00	73,430	2,933
XAVIER GRATACOS	SUPERINTENDE 40.00	59,263	3,549
11901 OLD CUTLER ROAD MIAMI,FL33156	SUPERINTENDE 40.00	59,263	3,549
VICKIE MURPHY	NURSERY HORT 40.00	58,962	3,532
11901 OLD CUTLER ROAD MIAMI,FL33156	NURSERY HORT 40.00	58,962	3,532
Total number of other employees paid over $50,000...................				1

Form 990-PF (2021)

Page 7

Part VII

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	123,039
7475 WISCONSIN AVENUE SUITE 800 BETHESDA,MD20814	INVEST. ADVISOR	123,039

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-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.	2,404,214
2


3


4

Part VIII-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 (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

44,678,630

Average of monthly cash balances.......................

1,587,339

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

46,265,969

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

46,265,969

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

693,990

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

45,571,979

Minimum investment return. Enter 5% (0.05) of line 5................

2,278,599

Part X

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.)

Minimum investment return from Part IX, line 6..................

Tax on investment income for 2021 from Part V, line 5.......

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........
4Qualifying distributions for 2021 from Part
XI, line 4: $ 2,404,214
a Applied to 2020, 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 2021 distributable amount.....
e Remaining amount distributed out of corpus		2,404,214
5 Excess distributions carryover applied to 2021.
(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		2,404,214
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 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........
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 2016 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total
	302,725	366,685	625,452	1,399,761	2,694,623
b 85% (0.85) of line 2a .........	257,316	311,682	531,634	1,189,797	2,290,429
c Qualifying distributions from Part XI, line 4 for each year listed .....	2,404,214	2,098,175	2,086,804	2,422,243	9,011,436
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 ....	2,404,214	2,098,175	2,086,804	2,422,243	9,011,436
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 IX, line 6 for each year listed ..	1,519,066	1,357,153	1,194,501	1,139,303	5,210,023
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 XIV

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

KARL SMILEY

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2021)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a

bApproved for future payment

Total ................................. 3b

Form 990-PF (2021)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
a
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	83,308	6,630
4 Dividends and interest from securities ....
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	-88,681
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	97,871	2,461,885
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER			1	7,559
bK-1 BROWN ADV CRED DISLOC F			1	189
cK-1 BROWN ADVISORY-CMP VI			1
dK-1 BROWN ADVISORY-CMP VII			1	8,239
eK-1 CARMEL V, LLLP			1	-23
fK-1 JBG/FUND IV INV, LLC			1	-1,569
gK-1 JBG/FND VI QUAL INV			1	-2,572
hK-1 JBG/FND VII QUAL INV			1	-71
iK-1 JBG VIII, LLLP			1	-1,572
jK-1 JBG INV FUND IX, LLLP			1	1,218
kK-1 BROWN ADV-EIG XV EXEMPT			1	6,429
lK-1 BROWN ADV-EIG EF XVI			1	9,206
mK-1 RIVERSTONE CRED PTNRS I			1	-23,650
nK-1 RIVERSTONE VI, LLLP			1	14,929
oK-1 BLUE WATER AGGREGATESFU			1	680
pK-1 ASHWOOD 2021 PVT INVEST			1	-8,135
qK-1 FCP REALTY FUND IV LP			1	288
rK-1 CRC IV QP, LLLP			1	344
12 Subtotal. Add columns (b), (d), and (e) ..				654,762	2,468,664

13Total. Add line 12, columns (b), (d), and (e)..................

3,123,426

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

MONTGOMERY BOTANICAL CENTER

Employer identification number

13-6153649

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2021)

Schedule B (Form 990) (2021) 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	$ 50,650		Person Payroll Noncash (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	$ 130,000		Person Payroll Noncash (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	$ 5,800		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
19	JANE AND BASIL VASILIOU 800 SOUTH POINTE DRIVE APT 2001 MIAMI BEACH, FL33139	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
25	SEACOLOGY 1623 SOLANO AVENUE BERKELEY, CA94707	$ 32,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
2	CITY OF CORAL GABLES 2327 SALZEDO STREET CORAL GABLES, FL33134	$ 11,454		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

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
8	TIM GREGORY 280 WOODSIDE DRIVE MIAMI, FL33199	$ 110,000		Person Payroll Noncash (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	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
20	BELIZE BOTANIC GARDEN 280 WOODSIDE DRIVE WOODSIDE, CA94062	$ 20,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
3	WALTER D HAYNES 917 1ST STREET SOUTH MARBELLA 702 JACKSONVILLE BEACH, FL32250	$ 67,989		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
9	KARL SMILEY 9979 FAIRCHILD WAY CORAL GABLES, FL33156	$ 18,107		Person Payroll Noncash (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	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

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
21	JEFF CHEMNICK 114 CONEJO ROAD SANTA BARBARA, CA93103	$ 12,299		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
4	IMLS 1000 LAKE COOK ROAD GLENCOE, IL60022	$ 24,448		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
10	CHRISTOPHER CHRISTIANE TYSON 1498 SEVILLA AVENUE CORAL GABLES, FL33134	$ 20,343		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
16	JE PARKER 930 CASTILE AVENUE CORAL GABLES, FL33134	$ 5,724		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
22	SALLYE JUDE 416 VISCAYA AVENUE CORAL GABLES, FL33134	$ 35,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(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		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

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
11	STATE OF FLORIDA DEPARTMENT OF 200 E GAINES STREET TALLAHASSEE, FL32399	$ 11,096		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
17	PETER MANZ 369 CRESCENT TRAIL 34 HIGHLANDS, NC287417249	$ 45,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
23	CHRISTABEL PAUL VARTANIAN 11 SOUTH MARINA DRIVE KEY LARGO, FL33037	$ 5,000		Person Payroll Noncash (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		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
12	MARTHA ROGERS HAAS 500 SW 83 STREET MIAMI, FL33143	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
18	BISHOP FAMILY CHARITABLE FUND PO BOX 20016 WEST PALM BEACH, FL334160016	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

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
24	MR MRS GLENN SPEAR PO BOX 272523 BOCA RATON, FL33427	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

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
3	1,000 SHARES EXXON MOBIL STOCK	$ 50,365	2021-02-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
3	200 SHARES INGREDION STOCK	$ 17,624	2021-07-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
9	240 SHARES NEXTERA ENERGY STOCK	$ 17,707	2021-07-02
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
9	WEED TRIMMER EDGER, ANIMAL CAGE	$ 400	2021-11-10
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
16	94 SHARES EXXON MOBIL STOCK	$ 5,724	2021-12-02
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
17	A.E. BACKUS OIL PAINTING	$ 45,000	2021-04-29
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2021 AccountingFeesSchedule

Name:

MONTGOMERY BOTANICAL CENTER

EIN:

13-6153649

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	23,736	3,500	3,500	20,236

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

MONTGOMERY BOTANICAL CENTER

EIN:

13-6153649

Name of Bond	End of Year Book Value	End of Year Fair Market Value
FIXED INCOME	5,588,948	5,530,359

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

MONTGOMERY BOTANICAL CENTER

EIN:

13-6153649

Name of Stock	End of Year Book Value	End of Year Fair Market Value
EQUITY SECURITIES	14,123,115	36,305,165

- TIN:

TY 2021 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		3,889,751	5,613,770
REAL ESTATE AND OTHER

- TIN:

TY 2021 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	2,556,959	1,195,318	1,361,641	1,361,641
LAND	5,754,756		5,754,756	5,754,756

- TIN:

TY 2021 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	495,805
Date of Note
Maturity Date
Repayment Terms
Interest Rate
Security Provided by Borrower	INVESTMENT SECURITIES
Purpose of Loan
Description of Lender Consideration
Consideration FMV

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

MONTGOMERY BOTANICAL CENTER

EIN:

13-6153649

Description	Amount
CHANGE IN VALUE PARTNERSHIP INVESTMENTS	111,485
BOOK/TAX DIFF K-1 BROWN ADV CRED DISLOCATION FUND	5,236
BOOK/TAX DIFF K-1 CMP VII (TE), LLLP	27,617
BOOK/TAX DIFF K-1 CARMEL V, LLLP	64,195
BOOK/TAX DIFF K-1 EFM II (TE), LLLP	4,506
BOOK/TAX DIFF K-1 EFM III (TE), LLLP	18,575
BOOK/TAX DIFF K-1 HGI SF KF98, LLC	14,456
BOOK/TAX DIFF K-1 JBG/FUND VI QUAL. INVESTOR, LLC	14,729
BOOK/TAX DIFF K-1 JBG FUND IX, LLLP	3,888
BOOK/TAX DIFF K-1 FCP REALTY FUND II LP	23,899
BOOK/TAX DIFF K-1 FCP REALTY FUND III LP	36,135
BOOK/TAX DIFF K-1 QP RE, LLLP	6,243
BOOK/TAX DIFF K-1 EIG EF XVI EXEMPT, LLLP	1,971
BOOK/TAX DIFF K-1 SANDTON IV (TE), LLLP	23,839
BOOK/TAX DIFF K-1 CB OFFSHORE CRED OPP FUND II, LP	28,139
BOOK/TAX DIFF K-1 TACONIC MKT DISLOCATION FUND III	410

- TIN:

TY 2021 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	276	276	276
JBG/FND VIIQUAL.INVESTORLLC
K-1 NET RENTAL EXPENSES	2,243	2,243	2,243
BROWN ADV INV 2011-JBG VIII
K-1 NET RENTAL EXPENSES	800	800	800
BROWN ADV INV CRCKENILWORTH
K-1 NET RENTAL EXPENSES	15,122	15,122	15,122
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	1,595	1,595	1,595
GRIFFIS PREMIUM APT FUND IV
K-1 NET RENTAL EXPENSES	3,653	3,653	3,653
GRIFFIS PREMIUM APT FUND V
K-1 NET RENTAL EXPENSES	65,057	65,057	65,057
EXPENSES
COLLECTIONS	31,906			31,906
FIXED OPERATING COSTS	130,680			130,680
INSURANCE	96,379			96,379
CONSULTANTS	36,002	1,208	1,208	34,794
REPAIRS AND MAINTENANCE	99,746			99,746
SUPPLIES	31,250			31,250
EXPEDITIONS	188,556			188,556
UTILITIES	33,581			33,581
SERVICES-CONTRACTORS	11,763			11,763
COMMUNICATIONS	7,458			7,458
RECYCLING AND CONSERVATION	6,675			6,675
DIRECTOR AND MEMBER	11,876			11,876
SOFTWARE AND HARDWARE	4,802			4,802
FELLOWS PROGRAM	2,365			2,365
RENTAL	15,960			15,960
JANITORIAL	3,687			3,687
MISCELLANEOUS	7,513			7,513
IRRIGATION	12,173			12,173
FEES AND PERMITS	18,164			18,164
POSTAGE AND SHIPPING	3,883			3,883
EQUIPMENT	35,571			35,571
PUBLIC RELATIONS/HOSTING	8,113			8,113
MEMBERSHIP	2,846			2,846
K-1 BROWN ADVISORY CR DISL	1,610	1,610	1,610
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.,	1,227	1,227	1,227
K-1 BROWN ADVISORY INVESTORS	8,419	8,419	8,419
EIG XV EXEMPT, LLLP
K-1 BROWN ADVISORY INVESTORS	1,532	1,532	1,532
JBG VIII, LLLP
K-1 BROWN ADVISORY INVESTORS	7,656	7,656	7,656
RS ENERGY V (TE), LLLP
K-1 RIVERSTONE CREDIT PARTNER	9,577	9,577	9,577
K-1 BROWN ADVISORY INVESTORS	10,030	10,030	10,030
RIVERSTONE VI, LLLP
K-1 BROWN ADVISORY INVESTORS	2,124	2,124	2,124
EFM II (TE), LLLP
K-1 FCP REALTY FUND II LP	467	467	467
K-1 FCP REALTY FUND III LP	2,069	2,069	2,069
K-1 FCP REALTY FUND IV LP	4,618	4,618	4,618
K-1 FCP REALTY FUND V LP	751	751	751
K-1 BROWN ADVISORY INVESTORS	4,152	4,152	4,152
CMP VI (TE), LLLP
K-1 BROWN ADVISORY INVESTORS	7,785	7,785	7,785
CMP VII (TE), LLLP
K-1 BROWN ADVISORY INVESTORS	2,064	2,064	2,064
QP RE, LLLP
K-1 BROWN ADVISORY INVESTORS	11,397	11,397	11,397
EIG EF XVI, LLLP
K-1 BROWN ADVISORY INVESTORS-	470	470	470
KENILWORTH (QP), LLLP
K-1 BROWN ADVISORY INVESTORS	3,311	3,311	3,311
CARMEL V, LLLP
K-1 BROWN ADVISORY INVESTORS	3,181	3,181	3,181
EFM III (TE), LLLP
K-1 BLUE WATER AGGREGATES FUN	7,048	7,048	7,048
K-1 BROWN ADVISORY INVESTORS	1,415	1,415	1,415
JBG INVESTMENT FUND IX,LLLP
K-1 BROWN ADVISORY INVESTORS	2,257	2,257	2,257
CRC IV QP, LLLP
K-1 BROWN ADVISORY INVESTORS	7,461	7,461	7,461
SANDTON IV (TE), LLLP
K-1 CONTINENTAL REALTY FUND V	125	125	125
K-1 HGI SF KF98, LLC	2,409	2,409	2,409
K-1 CB OFFSHORE CREDIT OPPORT	3,365	3,365	3,365
FUND II, LP
K-1 ASHWOOD 2021 PVT INVESTME	544	544	544

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

MONTGOMERY BOTANICAL CENTER

EIN:

13-6153649

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
ROYALTY-BROWNADV-RIVERSTONEVI	429	429	429
ROYALTY-BROWN ADV-EIG EF XVI	28	28	28
OTHER	7,559		7,559
K-1 BROWN ADV CRED DISLOC FD	189		189
K-1 BROWN ADVISORY-CMP VII	8,239		8,239
K-1 CARMEL V, LLLP	-23		-23
K-1 JBG/FUND IV INV, LLC	-1,569		-1,569
K-1 JBG/FND VI QUAL INV	-2,572		-2,572
K-1 JBG/FND VII QUAL INV	-71		-71
K-1 JBG VIII, LLLP	-1,572		-1,572
K-1 JBG INV FUND IX, LLLP	1,218		1,218
K-1 BROWN ADV-EIG XV EXEMPT	6,429		6,429
K-1 BROWN ADV-EIG EF XVI	9,206		9,206
K-1 RIVERSTONE CRED PTNRS II	-23,650		-23,650
K-1 RIVERSTONE VI, LLLP	14,929		14,929
K-1 BLUE WATER AGGREGATESFUND	680		680
K-1 ASHWOOD 2021 PVT INVEST V	-8,135		-8,135
K-1 FCP REALTY FUND IV LP	288		288
K-1 CRC IV QP, LLLP	344		344

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

MONTGOMERY BOTANICAL CENTER

EIN:

13-6153649

Description	Amount
BOOK/TAX DIFF K-1 CMP VI (TE), LLLP	4,152
BOOK TAX DIFF CRC KENILWORTH (QP), LLLP	10,481
BOOK/TAX DIFF K-1 CONTINENTAL REALTY FUND V	125
BOOK/TAX DIFF K-1 RS ENERGY V (TE), LLLP	60,711
BOOK/TAX DIFF K-1 RIVERSTONE CRED PTNRS II	33,441
BOOK/TAX DIFF K-1 RIVERSTONE VI, LLLP	9,539
BOOK/TAX DIFF K-1 BLUE WATER AGGREGATE FUND	6,328
BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND IV	3,653
BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND V	65,234
BOOK/TAX DIFF K-1 ASHWOOD 2021 PVT INVESTMENT V	8,603
BOOK/TAX DIFF K-1 JBG/FUND IV INVESTOR, LLC	1,667
BOOK/TAX DIFF K-1 JBG/FUND VII QUAL. INVESTOR, LLC	3,848
BOOK/TAX DIFF K-1 JBG VIII, LLLP	2,291
BOOK/TAX DIFF K-1 CRC IV QP, LLLP	1,532
BOOK/TAX DIFF K-1 FCP REALTY FUND IV LP	1,344
BOOK/TAX DIFF K-1 FCP REALTY FUND V LP	751
BOOK/TAX DIFF K-1 EIG XV EXEMPT, LLLP	8,309

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

MONTGOMERY BOTANICAL CENTER

EIN:

13-6153649

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES	148,936	148,936	148,936
OTHER PROFESSIONAL FEES	1,375			1,375

- TIN:

TY 2021 TaxesSchedule

Name:

MONTGOMERY BOTANICAL CENTER

EIN:

13-6153649

Category	Amount	Net Investment Income	Adjusted Net Income
FEDERAL EXCISE TAX	19,554
K-1 BROWN ADVISORY INV 2013-	21	21	21
EIG EF XVI FOREIGN TAXES