Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$37,539,077J 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) 1,672,333
2 Check right arrow.............
3 Interest on savings and temporary cash investments 127,334 127,334 127,334
4 Dividends and interest from securities... 903,318 903,318 903,318
5a Gross rents............ 358 358 358
b Net rental income or (loss) -31,695
6a Net gain or (loss) from sale of assets not on line 10 4,302,511
b Gross sales price for all assets on line 6a 11,226,086
7 Capital gain net income (from Part IV, line 2)... 4,302,511
8 Net short-term capital gain......... 68,665
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
List of Attached Documents:
// Content
44,518 268 44,518
12 Total. Add lines 1 through 11........ 7,050,372 5,333,789 1,144,193
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 159,724     159,724
14 Other employee salaries and wages...... 1,256,348     1,256,348
15 Pension plans, employee benefits....... 536,724     536,724
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,667 5,000 5,000 18,667
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
139,856 135,956 135,956 3,900
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
36,238 17 17  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,074     12,074
22 Printing and publications.......... 15,821     15,821
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,284,713 162,778 162,778 1,121,935
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,465,165 303,751 303,751 3,125,193
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 3,465,165 303,751 303,751 3,125,193
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,585,207
b Net investment income (if negative, enter -0-) 5,030,038
c Adjusted net income (if negative, enter -0-)... 840,442
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 626,168 3,612,748 3,612,748
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 14,132,523 Click to see attachment
List of Attached Documents:
// Content
14,188,040 		14,188,040
c Investments—corporate bonds (attach schedule)....... 7,459,672 Click to see attachment
List of Attached Documents:
// Content
8,383,381 		8,383,381
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,991,952 Click to see attachment
List of Attached Documents:
// Content
4,220,923 		4,220,923
14 Land, buildings, and equipment: basis right arrow8,683,314
Less: accumulated depreciation (attach schedule) right arrow1,549,329 7,162,044 Click to see attachment
List of Attached Documents:
// Content
7,133,985 		7,133,985
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 34,372,359 37,539,077 37,539,077
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)...... 427,872 Click to see attachment
List of Attached Documents:
// Content
401,020
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 427,872 401,020
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 31,816,800 34,650,475
25 Net assets with donor restrictions............ 2,127,687 2,487,582
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 33,944,487 37,138,057
30 Total liabilities and net assets/fund balances (see instructions). 34,372,359 37,539,077
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
33,944,487
2
Enter amount from Part I, line 27a .....................
2
3,585,207
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
127,494
4
Add lines 1, 2, and 3 ..........................
4
37,657,188
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
519,131
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,138,057
Form 990-PF (2024)
Form 990-PF (2024)
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 BROWN ADVISORY INV 2012-CMP VI P    
BROWN ADVISORY INV 2014-JBG FUND IX P    
BROWN ADVISORY INV 2016-CMP VII P    
K-1 BROWN ADV INV 2015-CRC IV (QP) P    
CONTINENTAL REALTY FUND V P    
K-1 FCP REALTY FUND IV LP P    
BROWN ADV INV 2012-RS ENERGY 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    
RIVERSTONE CREDIT PARTNERS II P    
TACONIC MARKET DISLOCATION FUND III P    
RIVERSTONE CREDIT PARTNERS II P    
ASHWOOD 2023 PRIVATE CREDIT I-SSO II P    
BROWN ADV INV 2014-RIVERSTONE VI P    
K-1 BLUE WATER AGGREGATES FUND P    
K-1 GRIFFIS PREMIUM APT FUND V P    
K-1 ASHWOOD 2021 PVT INVESTMENT V P    
K-1 BROWN ADVISORY INV 2023-COF III 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 1,060,889   985,998 74,891
b     113 -113
c 9,752,206   5,911,216 3,840,990
d 1,865     1,865
e     747 -747
    387 -387
3,049     3,049
8,142     8,142
12,624     12,624
    1,799 -1,799
    947 -947
    12,705 -12,705
985     985
1,582     1,582
20     20
    402 -402
3,947     3,947
    5,299 -5,299
    2,843 -2,843
362,086     362,086
    789 -789
18,352     18,352
339     339
    330 -330
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       74,891
b       -113
c       3,840,990
d       1,865
e       -747
      -387
      3,049
      8,142
      12,624
      -1,799
      -947
      -12,705
      985
      1,582
      20
      -402
      3,947
      -5,299
      -2,843
      362,086
      -789
      18,352
      339
      -330
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 4,302,511
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 68,665
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 right arrow 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) 1 69,918
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 69,918
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 69,918
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 67,500
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 67,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 2,781
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,199
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY, 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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.MONTGOMERYBOTANICAL.ORG
14
The books are in care ofright arrowMONTGOMERY BOTANICAL CENTER Telephone no.right arrow (305) 667-3800

Located atright arrow11901 OLD CUTLER ROADMIAMIFL ZIP+4right arrow33156
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(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)
 
No
(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)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
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 (e) Expense account,
other allowances
MARK SMILEY 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
CHARLES S SACHER ESQ SECRETARY
2.00 		0 0 0
11901 OLD CUTLER ROAD
MIAMI,FL33156
DAVID MANZ ESQ TREASURER
2.00 		0 0 0
11901 OLD CUTLER ROAD
MIAMI,FL33156
WALTER D HAYNES ESQ ASST.SECY&AS
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
BRADLEY KELLY 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
NICHOLAS D KELLY 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
SCOTT SMILEY DIRECTOR
2.00 		0 0 0
11901 OLD CUTLER ROAD
MIAMI,FL33156
DR M PATRICK GRIFFITH EXECUTIVE DI
40.00 		159,724 9,577 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 		113,529 6,617  
11901 OLD CUTLER ROAD
MIAMI,FL33156
DR LARRY R NOBLICK PALM BIOLOGI
40.00 		90,422 5,419  
11901 OLD CUTLER ROAD
MIAMI,FL33156
JOANNA TUCKER LIMA COLL DEVELOP
40.00 		78,622 3,141  
11901 OLD CUTLER ROAD
MIAMI,FL33156
XAVIER GRATACOS SUPERINTENDE
40.00 		72,918 4,368  
11901 OLD CUTLER ROAD
MIAMI,FL33156
VICKIE MURPHY NURSERY CURA
40.00 		67,699 4,055  
11901 OLD CUTLER ROAD
MIAMI,FL33156
Total number of other employees paid over $50,000...................right arrow 2
Form 990-PF (2024)
Form 990-PF (2024)
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 122,571
7475 WISCONSIN AVENUE SUITE 800
BETHESDA,MD20814
Total number of others receiving over $50,000 for professional services.............right arrow  
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. 3,125,193
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
44,476,413
b
Average of monthly cash balances.......................
1b
2,119,458
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
46,595,871
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
46,595,871
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
698,938
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,896,933
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,294,847
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.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
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 XII, line 1 ...
7
 
Part XI
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
3,125,193
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,125,193
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,125,193
a Applied to 2023, 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 2024 distributable amount.....  
e Remaining amount distributed out of corpus 3,125,193
5 Excess distributions carryover applied to 2024.    
(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 3,125,193
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
840,442 636,244 549,271 302,725 2,328,682
b 85% (0.85) of line 2a ......... 714,376 540,807 466,880 257,316 1,979,379
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		3,125,193 2,846,949 2,539,809 2,404,214 10,916,165
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 .... 		3,125,193 2,846,949 2,539,809 2,404,214 10,916,165
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 .. 		1,529,898 1,477,216 1,483,953 1,519,066 6,010,133
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
MARK SMILEY
NICHOLAS D KELLY
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 right arrow 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 (2024)
Form 990-PF (2024)
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)
aPaid during the year
Total .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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
aSEEDBANK         3,207
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 127,334  
4 Dividends and interest from securities ....     14 903,318  
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 -31,695  
7 Other investment income .....     15 268  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 386,630 3,915,881
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER 		    1 38,734  
bK-1 BROWN ADVISORY-CMP VI     1 2,971  
cK-1 BROWN ADVISORY-CMP VII     1 130  
dK-1 CARMEL V, LLLP     1 -6  
eK-1 BROWN ADV-RS ENERGY V     1 79  
fK-1 JBG/FND IV QUAL INV     1 -5,699  
gK-1 JBG/FND VI QUAL INV     1 -51  
hK-1 JBG/FND VII QUAL INV     1 -1,238  
iK-1 JBG VIII, LLLP     1 -933  
jK-1 JBG INV FUND IX, LLLP     1 -207  
kK-1 BROWN ADV-EIG XV EXEMPT     1 2,862  
lK-1 BROWN ADV-EIG EF XVI     1 4,714  
mK-1 RIVERSTONE CRED PTNRS I     1 18  
nK-1 RIVERSTONE VI, LLLP     1 5,955  
oK-1 BLUE WATER AGGREGATESFU     1 40,850  
pK-1 ASHWOOD 2021 PVT INVEST     1 -54,008  
qK-1 CRC IV QP, LLLP     1 252  
rK-1 ASHWOOD 2022 PVT INVT I     1 6,302  
sK-1 ASHWOOD 2023 PVT CREDIT     1 318  
12 Subtotal. Add columns (b), (d), and (e) ..   1,426,898 3,919,088
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,345,986
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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 ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
MONTGOMERY BOTANICAL CENTER
  		Employer identification number
13-6153649
Part I
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

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
RICHARD EBSARY
950 ANDORA AVENUE
 
CORAL GABLES, FL33146

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
SALLYE JUDE CHARITABLE TRUST
416 VISCAYA AVENUE
 
CORAL GABLES, FL33134

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
NICHOLAS KELLY
640 ARVIDA PARKWAY
 
CORAL GABLES, FL33156

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
ANNE HENDRICKS BASS FOUNDATION
1801 DEEPDALE DRIVE
 
FORT WORTH, TX76107

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
31
SUSANNAH ANNA BALL
622 TOWN ROAD
 
WEST CHICAGO, IL60185

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MONTGOMERY BOTANICAL CENTER
  		Employer identification number
13-6153649
Part I
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
2
STANLEY SMITH HORTICULTURE TRUST
770 TAMALPAIS DRIVE SUITE 309
 
CORTE MADERA, CA94925

$ 25,000


(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
 
WOODSIDE, CA94062

$ 411,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
THE ROSE DAVID DORTORT FOUNDATION
717 W TEMPLE STREET
 
LOS ANGELES, CA90012

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
TERRY BEATY
7475 WISCONSIN AVENUE SUITE 800
 
BETHESDA, MD20814

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
JULIE MARTIN FRANKLIN
9555 OLD CUTLER LANE
 
CORAL GABLES, FL33156

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
DENNIS FRIEDMAN
8089 SW 86 TERRACE
 
MIAMI, FL33143

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MONTGOMERY BOTANICAL CENTER
  		Employer identification number
13-6153649
Part I
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
405 BILTMORE WAY
 
CORAL GABLES, FL33134

$ 17,400


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
FAITH FESSENDEN BISHOCK
4631 HIDDEN RIVER ROAD
 
SARASOTA, FL34240

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
PATRICK TONYA GRIFFITH
11901 OLD CUTLER ROAD
 
CORAL GABLES, FL33156

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
KEVIN MCLAUGHLIN
206 MONTELLUNA DRIVE
 
NORTH VENICE, FL34275

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
KENNETH GRAVES
19370 SW 280TH STREET
 
HOMESTEAD, FL33031

$ 5,000


(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

$ 14,242


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MONTGOMERY BOTANICAL CENTER
  		Employer identification number
13-6153649
Part I
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
10
THE VILLAGERS
PO BOX 141843
 
CORAL GABLES, FL33114

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
IMLS MORTON ARBORETUM
1345 PIEDMONT AVENUE NE
 
ATLANTA, GA30309

$ 45,408


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
PATRICIA FROST
21 STAR ISLAND DRIVE
 
MIAMI BEACH, FL33139

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
LEONARD ABESS
100 SE 32ND ROAD
 
MIAMI, FL33129

$ 10,000


(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 PH 1
 
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
MARK ELIZABETH SMILEY
624 KINGFISH ROAD
 
NORTH PALM BEACH, FL33408

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MONTGOMERY BOTANICAL CENTER
  		Employer identification number
13-6153649
Part I
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
17
TIM GREGORY FAMILY CHARITABLE TRUST
280 WOODSIDE DRIVE
 
WOODSIDE, CA94062

$ 70,276


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
INDIANAPOLIS ZOO
1200 W WASHINGTON STREET
 
INDIANAPOLIS, IN46222

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
LYMAN DICKERSON
280 LEUCADENDRA DRIVE
 
CORAL GABLES, FL33156

$ 14,979


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
JEAN STARK
430 SOLANDO PRADO
 
CORAL GABLES, FL33156

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
LYNN LEVERETT
7604 SW 178 TERRACE
 
PALMETTO BAY, FL33157

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVD
 
BRONX, NY10458

$ 19,341


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MONTGOMERY BOTANICAL CENTER
  		Employer identification number
13-6153649
Part I
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
DR JOHN T MACDONALD FOUNDATION
1550 MADRUGA AVENUE SUITE 215
 
CORAL GABLES, FL33146

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
OVERLAND FILMS
10202 W WASHINGTON BLVD
 
CULVER CITY, CA90232

$ 51,200


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 537 SHARES EAGLE BANCOP $ 14,242  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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 (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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
MONTGOMERY BOTANICAL CENTER
EIN:
13-6153649
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 23,667 5,000 5,000 18,667

TY 2024 InvestmentsCorpBondsSchedule
Name:
MONTGOMERY BOTANICAL CENTER
EIN:
13-6153649
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME 8,383,381 8,383,381

TY 2024 InvestmentsCorpStockSchedule
Name:
MONTGOMERY BOTANICAL CENTER
EIN:
13-6153649
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY SECURITIES 14,188,040 14,188,040

TY 2024 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   4,220,923 4,220,923

TY 2024 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 2,928,557 1,549,329 1,379,228 1,379,228
LAND 5,754,757   5,754,757 5,754,757


TY 2024 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 401,020
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 2024 OtherDecreasesSchedule
Name:
MONTGOMERY BOTANICAL CENTER
EIN:
13-6153649
Description Amount
BOOK/TAX DIFF REALIZED GAINS 14,480
BOOK/TAX DIFF K-1 CMP VI (TE), LLLP 91
BOOK/TAX DIFF K-1 CMP VII (TE), LLLP 10,084
BOOK/TAX DIFF K-1 CONTINENTAL REALTY FUND V 12,514
BOOK/TAX DIFF K-1 CARMEL V, LLLP 497
BOOK/TAX DIFF K-1 RIVERSTONE CRED PTNRS II 3,314
BOOK/TAX DIFF K-1 BLUE WATER AGGREGATE FUND 400,369
BOOK/TAX DIFF K-1 EFM II (TE), LLLP 3,333
BOOK/TAX DIFF K-1 EFM III (TE), LLLP 9,237
BOOK/TAX DIFF K-1 HGI SF KF98, LLC 11,782
BOOK/TAX DIFF K-1 COF III (TE), LLLP 6,633
BOOK/TAX DIFF K-1 QP RE, LLLP 1,173
BOOK/TAX DIFF K-1 CRC IV QP, LLLP 6,493
BOOK/TAX DIFF K-1 CB OFFSHORE CRED OPP FUND II, LP 32,609
BOOK/TAX DIFF K-1 TACONIC MKT DISLOCATION FUND III 1,137
BOOK/TAX DIFF K-1 ASHWOOD 2022 PVT INVESTMENT IV 177
BOOK/TAX DIFF K-1 SANDTON IV (TE), LLLP 5,208


TY 2024 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 603 603 603  
JBG/FND VIIQUAL.INVESTORLLC        
K-1 NET RENTAL EXPENSES 2,331 2,331 2,331  
BROWN ADV INV 2011-JBG VIII        
K-1 NET RENTAL EXPENSES 1,131 1,131 1,131  
BROWN ADV INV CRCKENILWORTH        
K-1 NET RENTAL EXPENSES 556 556 556  
BROWN ADV INV 2014-JBG IX        
K-1 NET RENTAL EXPENSES 408 408 408  
GRIFFIS PREMIUM APT FUND IV        
K-1 NET RENTAL EXPENSES 3,312 3,312 3,312  
GRIFFIS PREMIUM APT FUND V        
K-1 NET RENTAL EXPENSES 16,651 16,651 16,651  
ASHWOOD 2023 PVT CREDIT I        
K-1 NET RENTAL EXPENSES 7,061 7,061 7,061  
EXPENSES        
COLLECTIONS 34,400     34,400
FIXED OPERATING COSTS 354,430     354,430
INSURANCE 62,117     62,117
CONSULTANTS 36,253 1,612 1,612 34,641
REPAIRS AND MAINTENANCE 85,626     85,626
SUPPLIES 47,511     47,511
EXPEDITIONS 280,094     280,094
UTILITIES 39,207     39,207
SERVICES-CONTRACTORS 12,588     12,588
COMMUNICATIONS 7,168     7,168
RECYCLING AND CONSERVATION 8,393     8,393
DIRECTOR AND MEMBER 15,365     15,365
SOFTWARE AND HARDWARE 8,695     8,695
RENTAL 22,905     22,905
JANITORIAL 5,140     5,140
MISCELLANEOUS 3,642     3,642
IRRIGATION 10,089     10,089
FEES AND PERMITS 38,366     38,366
POSTAGE AND SHIPPING 5,617     5,617
EQUIPMENT 33,553     33,553
PUBLIC RELATIONS/HOSTING 7,332     7,332
MEMBERSHIP 5,056     5,056
K-1 JBG/FUND IV INVESTOR, LLC 89 89 89  
K-1 JBG/FUND VI QUALIFIED INV 38 38 38  
LLC        
K-1 JBG/FUND VII QUAL. INV., 35 35 35  
K-1 BROWN ADVISORY INVESTORS 2,816 2,816 2,816  
EIG XV EXEMPT, LLLP        
K-1 BROWN ADVISORY INVESTORS 1,497 1,497 1,497  
JBG VIII, LLLP        
K-1 BROWN ADVISORY INVESTORS 6,573 6,573 6,573  
RS ENERGY V (TE), LLLP        
K-1 RIVERSTONE CREDIT PARTNER 865 865 865  
K-1 BROWN ADVISORY INVESTORS 8,323 8,323 8,323  
RIVERSTONE VI, LLLP        
K-1 BROWN ADVISORY INVESTORS 2,436 2,436 2,436  
EFM II (TE), LLLP        
K-1 FCP REALTY FUND II LP 127 127 127  
K-1 FCP REALTY FUND III LP 1,632 1,632 1,632  
K-1 FCP REALTY FUND IV LP 4,024 4,024 4,024  
K-1 FCP REALTY FUND V LP 1,333 1,333 1,333  
K-1 BROWN ADVISORY INVESTORS 3,223 3,223 3,223  
CMP VI (TE), LLLP        
K-1 BROWN ADVISORY INVESTORS 6,244 6,244 6,244  
CMP VII (TE), LLLP        
K-1 BROWN ADVISORY INVESTORS 1,584 1,584 1,584  
QP RE, LLLP        
K-1 BROWN ADVISORY INVESTORS 11,451 11,451 11,451  
EIG EF XVI, LLLP        
K-1 BROWN ADVISORY INVESTORS- 502 502 502  
KENILWORTH (QP), LLLP        
K-1 BROWN ADVISORY INVESTORS 3,077 3,077 3,077  
CARMEL V, LLLP        
K-1 BROWN ADVISORY INVESTORS 3,230 3,230 3,230  
EFM III (TE), LLLP        
K-1 BLUE WATER AGGREGATES FUN 2,630 2,630 2,630  
K-1 BROWN ADVISORY INVESTORS 1,308 1,308 1,308  
JBG INVESTMENT FUND IX,LLLP        
K-1 BROWN ADVISORY INVESTORS 2,007 2,007 2,007  
CRC IV QP, LLLP        
K-1 BROWN ADVISORY INVESTORS 8,435 8,435 8,435  
SANDTON IV (TE), LLLP        
K-1 CONTINENTAL REALTY FUND V 110 110 110  
K-1 HGI SF KF98, LLC 3,865 3,865 3,865  
K-1 CB OFFSHORE CREDIT OPPORT 7,345 7,345 7,345  
FUND II, LP        
K-1 ASHWOOD 2021 PVT INVESTME 3,305 3,305 3,305  
K-1 ASHWOOD 2022 PVT INVESTME 12,871 12,871 12,871  
K-1 BROWN ADVISORY INVESTORS 7,672 7,672 7,672  
COF III (TE), LLLP        
K-1 ASHWOOD 2023 PVT CREDIT I 5,235 5,235 5,235  
K-1 ASHWOOD 2023 PVT CREDIT I 13,912 13,912 13,912  
SDOF III PARALLEL        
K-1 ASHWOOD 2023 PVT INVESTME 1,319 1,319 1,319  


TY 2024 OtherIncomeSchedule2
Name:
MONTGOMERY BOTANICAL CENTER
EIN:
13-6153649
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SEEDBANK 3,207   3,207
ROYALTY-BROWNADV-RIVERSTONEVI 268 268 268
OTHER 38,734   38,734
K-1 BROWN ADVISORY-CMP VI 2,971   2,971
K-1 BROWN ADVISORY-CMP VII 130   130
K-1 CARMEL V, LLLP -6   -6
K-1 BROWN ADV-RS ENERGY V 79   79
K-1 JBG/FND IV QUAL INV -5,699   -5,699
K-1 JBG/FND VI QUAL INV -51   -51
K-1 JBG/FND VII QUAL INV -1,238   -1,238
K-1 JBG VIII, LLLP -933   -933
K-1 JBG INV FUND IX, LLLP -207   -207
K-1 BROWN ADV-EIG XV EXEMPT 2,862   2,862
K-1 BROWN ADV-EIG EF XVI 4,714   4,714
K-1 RIVERSTONE CRED PTNRS II 18   18
K-1 RIVERSTONE VI, LLLP 5,955   5,955
K-1 BLUE WATER AGGREGATESFUND 40,850   40,850
K-1 ASHWOOD 2021 PVT INVEST V -54,008   -54,008
K-1 CRC IV QP, LLLP 252   252
K-1 ASHWOOD 2022 PVT INVT IV 6,302   6,302
K-1 ASHWOOD 2023 PVT CREDIT I 318   318


TY 2024 OtherIncreasesSchedule
Name:
MONTGOMERY BOTANICAL CENTER
EIN:
13-6153649
Description Amount
CHANGE IN VALUE PARTNERSHIP INVESTMENTS 3,740
BOOK TAX DIFF CRC KENILWORTH (QP), LLLP 432
BOOK/TAX DIFF K-1 RS ENERGY V (TE), LLLP 5,116
BOOK/TAX DIFF K-1 RIVERSTONE VI, LLLP 3,266
BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND IV 3,249
BOOK/TAX DIFF K-1 GRIFFIS PREM APT FUND V 17,175
BOOK/TAX DIFF K-1 ASHWOOD 2021 PVT INVESTMENT V 36,467
BOOK/TAX DIFF K-1 JBG/FUND IV INVESTOR, LLC 5,674
BOOK/TAX DIFF K-1 JBG/FUND VI QUAL. INVESTOR, LLC 921
BOOK/TAX DIFF K-1 JBG/FUND VII QUAL. INVESTOR, LLC 3,579
BOOK/TAX DIFF K-1 JBG VIII, LLLP 1,464
BOOK/TAX DIFF K-1 JBG FUND IX, LLLP 2,187
BOOK/TAX DIFF K-1 FCP REALTY FUND II LP 127
BOOK/TAX DIFF K-1 FCP REALTY FUND III LP 1,632
BOOK/TAX DIFF K-1 FCP REALTY FUND IV LP 5,823
BOOK/TAX DIFF K-1 FCP REALTY FUND V LP 843
BOOK/TAX DIFF K-1 EIG XV EXEMPT, LLLP 12,593
BOOK/TAX DIFF K-1 EIG EF XVI EXEMPT, LLLP 3,601
BOOK/TAX DIFF K-1 ASHWOOD 2023 PVT CREDIT I-SSO II 8,525
BOOK/TAX DIFF K-1 ASHWOOD 2023 PVT CREDIT II 10,236
BOOK/TAX DIFF K-1 ASHWOOD 2023 PVT INVESTMENTIIIAR 844


TY 2024 OtherProfessionalFeesSchedule
Name:
MONTGOMERY BOTANICAL CENTER
EIN:
13-6153649
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 135,956 135,956 135,956  
OTHER PROFESSIONAL FEES 3,900     3,900


TY 2024 TaxesSchedule
Name:
MONTGOMERY BOTANICAL CENTER
EIN:
13-6153649
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 36,221      
K-1 BROWN ADVISORY INVESTORS 201 17 17 17  
EFM III FOREIGN TAXES