2021-11-01T13:11:50-07:00 2020-12-31 990 2020-01-01 810369262 THE MONTANA LAND RELIANCE MONT 4064437027 PO Box 355 Helena MT 59624 George Olsen President 4064315931 2021-11-01 0 11 0 AAL2 X 2020 2022-09-23 18:48:47Z George S Olsen PO Box 355 Helena MT 59624 8071000 0 X www.mtlandreliance.org X 1978 MT The mission of The Montana Land Reliance (MLR) is to partner with landowners to provide permanent protection for private lands that are significant for agricultural production, forest resources, fish and wildlife habitat, and open space. 14 12 33 25 0 0 11680909 7434666 0 0 717254 84642 -17206 -3311 12380957 7515997 716885 473375 0 0 1293330 1329260 0 0 206324 7630495 4518513 9640710 6321148 2740247 1194849 7609288 8429136 499839 124838 7109449 8304298 X The mission of The Montana Land Reliance (MLR) is to partner with landowners to provide permanent protection for private lands that are significant for agricultural production, forest resources, fish and wildlife habitat, and open space. 0 0 4521234 0 0 Land Projects: MLR worked with numerous landowners in 2020 to permanently protect their private lands for continued agricultural production, open space, and natural habitat. Twenty-five landowners donation or sold conservation easements to MLR that protected over 33,811 acres, including additional acreage in the Greater Yellowstone and Northern Continental Divide ecosystems bordering Yellowstone and Glacier national parks. Over 50 miles of river/stream frontage on some of Montana's blue ribbon trout fisheries were protected in perpetuity. Nearly 85% of the easements completed in 2020 were adjacent to or within 5 miles of properties already protected by conservation easements. MLR has protected a total of 1,170,951 acres of agricultural/recreational lands in Montana. That acreage includes 315,971 acres in the Greater Yellowstone Ecosystem; 20,761 acres in the Northern Continental Divide Ecosystem; 198,603 acres of crop/hay/pasture lands; 972,334 acres of range and forest lands; 596,677 acres of elk habitat and over 46,238 acres of wetlands. Nearly 1,880 miles of stream frontage have been protected by easements held by MLR to date. See Schedule O for breakdown on land project related expenses. 775582 473375 0 Stewardship and Monitoring: MLR stewardship staff (consisting of 1 lands manager; 1 GIS coordinator/land steward; 1 stewardship coordinator; and 19-part-time land stewards) monitors each and every property on which MLR holds a conservation easement. This monitoring includes a visit to the subject property and discussions with the landowners/managers. The stewardship staff also works with existing easement holders to supply natural resource information and contacts for the landowner to improve their land holdings for conservation purposes. Stewardship staff also works with legal counsel in regard to any potential issues that arise regarding interpretation or enforcement of conservation easements held by MLR. MLR is in the process of digitizing all of the easement project files for the 922 easements that have been completed and are of record - scanning of this documentation will enhance staff's ability to work efficiently with easement holders across the state. See Schedule O for a list of stewardship/monitoring expenses. MLR granted $473,735 to the Montana Land Reliance Foundation Inc., to be invested into the Land Protection Fund to cover stewardship and monitoring expenditures. 334330 0 0 Education and Outreach Activities: MLR staff travel across the state of Montana conducting meetings with potential clients, county planning boards, county commissioners, various agricultural groups/organizations, and other community groups to provide answers to their questions and to conduct general educational activities focused on the benefits of land conservation and conservation easements. For these outreach activities, MLR publishes various educational brochures and an annual report to provide information and enhance the transparency of its public interest activities. Additionally, staff participate with numerous conservation groups to educate the general public about the land trust community's conservation efforts. For a complete list of expenditures related to MLR's education and outreach activities, please see Schedule O. 0 0 0 5631146 1 1 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 1 3 0 1 33 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 X 14 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Lois Delger-DeMars 4064437027 PO Box 355 Helena MT 59624 X Lois Delger-DeMars Managing Director 40 2 X 111298 0 5400 Kendall Van Dyk Managing Director 40 0 X 92938 0 5400 Jordan Vana Managing director 40 0 X 83331 0 5400 George S Olsen President 2 1 X X 0 0 0 Rick Berg Vice-President 1 0 X X 0 0 0 Phil Rostad Secretary-Treasurer 1 1 X X 0 0 0 Jerry Townsend Director 1 1 X 0 0 0 Allen Bjergo Director 1 0 X 0 0 0 Judy Tureck Director 1 0 X 0 0 0 Chris Montague Director 1 0 X 0 0 0 Dan Vermillion Director 1 0 X 0 0 0 Jerry Sorenson Director 1 0 X 0 0 0 Shane Colton Director 1 0 X 0 0 0 Ken Wilson Director 1 0 X 0 0 0 Caroline Kurtz Director 1 0 X 0 0 0 David Leuschen Director 1 0 X 0 0 0 Kirsten Feldman Director 1 0 X 0 0 0 287567 0 16200 1 0 0 0 0 0 0 32943 491341 1855520 5054862 103915 7434666 0 0 0 0 0 121375 0 0 121375 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 476396 19001 476374 55756 22 -36755 -36733 0 0 -36733 19492 32943 22845 -3353 0 -3353 0 0 0 0 0 0 70 28 42 0 0 42 0 7515997 0 0 81331 X 473375 473375 0 0 0 0 0 0 287567 215675 43135 28757 0 0 0 0 768532 388601 294746 85185 112831 69924 28208 14699 71100 40715 20275 10110 89230 44615 22308 22307 0 0 0 0 7993 7958 35 0 17572 11422 4393 1757 0 0 0 0 0 0 0 0 0 0 14992 12795 2157 40 30043 17528 7511 5004 50651 31151 11982 7518 29941 20333 5199 4409 0 0 0 0 56420 21283 23985 11152 63745 44019 8904 10822 0 0 0 0 1965 1000 665 300 0 0 0 0 39591 34890 2368 2333 13706 8909 4427 370 7656 2715 3380 1561 Acquisitions 4184238 4184238 0 0 6321148 5631146 483678 206324 919580 555833 1874063 2930544 0 0 299158 390168 0 0 0 0 0 0 486 458 0 0 276139 180133 135283 96006 4379818 4455201 0 0 0 0 0 0 900 926 7609288 8429136 499839 124838 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 499839 124838 X 4706751 6072600 2402698 2231698 7109449 8304298 7609288 8429136 1194849 0 0 0 0 0 X 1 X 1 X 1 1 1 X 6795531 3285062 4460384 5338534 5087805 24967316 0 0 0 0 0 0 0 0 0 0 0 0 6795531 3285062 4460384 5338534 5087805 24967316 898660 24068656 23847 42428 42434 80889 84600 274198 0 0 0 0 0 0 -7599 -66027 -18703 -17206 -40044 -149579 25091935 0 0.95922 0.85 X Schedule A, Part II, Line 10 Other income includes net gain/loss from investment sales, net income/loss from fundraising events, and net income/loss from sales of inventory. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 6321148 6321148 466057 116514 0 0 373118 356480 632036 466057 1827691 2741537 0 0 0 0 0 93730 89120 158009 116514 457373 686060 0 0 0 0 0 X X 922 1170951 0 0 7 1 1 8567 345886 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 15000 7583 7417 0 261139 172550 88589 0 0 0 0 96006 5912032 90555 0 0 -1694520 -1603965 7515997 0 0 0 7515997 4888913 0 0 0 -1432235 -1432235 6321148 0 0 0 6321148 Schedule D, Part II, Line 3 Conservation Easement Modifications: Of the total 922 conservation easements held by MLR at the end of 2020, seven (7) easement documents were modified (0.76%). The purposes of the two (2) amendments and the five (5) grant deeds of conservation easement on additional lands and ratification of existing easements were to clarify and eliminate ambiguities; to modernize terms and maps of the properties; to facilitate the further clustering of development on the properties subject to an easement; to further restrict properties subject to an easement; and to add additional lands to easement properties. All seven (7) of the easement modifications also secured the landowner's ratification of the terms and conditions of the conservation values and purposes of the original easements. As an accredited land trust, MLR followed rigorous conservation easement amendment policies to ensure perpetual protection of the conservation values and to avoid conferral of prohibited private benefit and inurement, all in accordance with national standards as recommended by the Land Trust Alliance. Modifications: 1) Triple Eight Ranch -- this easement was originally recorded on December 18, 2001, as Doc. No. 3011428, records of Lewis and Clark County, Montana. The easement protects 3,080 acres that connects a large block of public lands to an equally large block of private lands protected in perpetuity by easements. The amendment was executed to clarify and eliminate ambiguities related to the location of new development. Building envelopes were designed that clustered all future development on the property to areas where existing development occurred; ensuring the easement was consistent with the landowner's vision for long-term stewardship. This amendment also eliminated the reserved right to construct, maintain, and repair one (1) residential cabin on the property. 2) Hicks (Yellowstone Preserve) -- The original Deed of Conservation Easement on this 1,463-acre property was recorded on May 5, 2011, as Doc. No. 2388003, records of Gallatin County, Montana, as amended by that certain Amendment to Deed of Conservation Easement recorded on May 28, 2019, as Doc. No. 2645765, records of Gallatin County, Montana. Pursuant to an applicable PUD Order, the easement allowed for nine "home sites" to be located within the exterior boundaries of tracts included in the easement property, but excluded from the property, and therefore the easement's purpose was to protect the conservation values on the property surrounding the home sites. Grantor retained the right to relocate a home site onto the property protected by the easement under certain conditions. These conditions included obtaining express written approval of Gallatin County planning authorities; ensuring the relocated home site did not exceed applicable acreage limitations; ensuring areas within an original home site but no longer within a home site after relocation be added to the legal description of the easement property, so that there is no net loss in acreage that is subject to the easement as a result of a home site after relocation; and providing Grantee with copies of any revised and recorded Certificate of Survey describing the relocated home site and the new legal description of the property that is subject to the easement. The easement provided that Grantee and Grantor shall amend Exhibit A to reflect the changed legal description of the property that is subject to the easement and amend Exhibit D to reflect the revised location of the permitted home site, upon the satisfaction of the conditions above, which were met by Grantor. Accordingly, the Second Amendment to Deed of Conservation Easement reflecting the changed legal description and Exhibit D was recorded in the public records of Gallatin County, Montana, on December 8, 2020, as Doc. No. 2711593. 3) Barthelmess -- the Deed of Conservation Easement protecting this 69-acre property was recorded on December 24, 2001, as Reception No. 200135808410, records of Flathead County, Montana, and re-recorded to correct an erroneous legal description on November 18, 2002, as Reception No. 200232215350, records of Flathead County, Montana. This Grant Deed of Conservation Easement on Additional Lands and Ratification of Deed of Conservation Easement protected a small parcel adjacent to the original easement property, which was owned by the adjacent landowner, and was necessary to avoid development with the potential to interfere significantly with the scenic view of the easement property from the nearby public road. The consolidation of these adjacent properties under conservation easement also allowed for more effective land management, as it permitted each easement landowner to own all the way up to the road serving as the approximate dividing line between their respective properties. 4) Double AA Corporation -- the original Deed of Conservation Easement on the 92-acre property was recorded May 8, 1995, in Roll 107, pages 939-955, records of Park County, Montana. In addition to the 92-acre property, the landowner also owned the surrounding 1,326 acres and wanted to protect that acreage as well. The Restatement of Deed of Conservation Easement and Grant Deed of Conservation Easement on Additional Lands was recorded on December 15, 2020, as Doc. No. 420306, records of Park County, Montana, to incorporate the 1,326 acres into the protected lands. In addition to adding the 1,326 acres into the protected property, the restatement reaffirmed and strengthened the conservation purposes of the original easement; clarified certain rights and obligations of Grantor and Grantee; and eliminated ambiguities in the terms and conditions which enhanced MLR's ability to enforce the easement for the benefit of the public. 5) Wheeler -- this 169-acre property was protected by Deed of Conservation Easement recorded on December 19, 2007, as Doc. No. 200700038065, records of Flathead County, Montana. Since that time, the landowners purchased an adjacent 20-acre parcel that they requested be incorporated into their existing easement. The Grant Deed of Conservation Easement on Additional Land and Ratification of Deed of Conservation Easement was recorded on December 23, 2020, as Doc. No. 202000043355, records of Flathead County, Montana. 6) Lazy Daisy Ranch -- the original donor of this 3,147-acre ranch sold the property to a neighbor who owned the adjacent 3,251 acres. Upon the purchase of the full 6,398-acre property, the landowner desired to protect the property and incorporate the 3,251-acre parcel into the existing Deed of Conservation Easement that was originally recorded December 28, 2010, as Doc. No. 138021, records of Meagher County, Montana. The Restatement of Deed of Conservation Easement and Grant Deed of Conservation Easement on Additional Lands was recorded on December 24, 2020, as Doc. No. 147034, records of Meagher County, Montana. The restatement incorporated the new 3,251-acre parcel into the easement; reaffirmed and strengthened the conservation purposes of the original easement; eliminated certain reserved rights; clarified respective rights and obligations of Grantor and Grantee; and eliminated ambiguities in the terms and conditions which enhanced MLR's ability to enforce the easement for the benefit of the public. 7) Luckey Property -- The new buyer of the property (1,604 acres that were protected by Deed of Conservation Easement recorded on December 29, 2006, as Doc. No. 177687, records of Anaconda-Deer Lodge County, Montana), also purchased an adjacent 44-acre parcel. The purchaser requested that the newly purchased 44-acre parcel be incorporated into the easement and provided the same protections. The Grant Deed of Conservation Easement on Additional Lands and Ratification of Deed of Conservation Easement was recorded on December 29, 2020, as Doc. No. 209208, records of Anaconda-Deer Lodge County, Montana. Schedule D, Part II, Line 5 The Montana Land Reliance (MLR) has a monitoring policy. The MLR Stewardship staff (consisting of 1 lands manager; 1 GIS coordinator/land steward; 1 stewardship coordinator; and 19 part-time land stewards) monitors each and every property on which MLR holds a conservation easement. This monitoring includes a visit to the subject property and discussions with the landowners/managers. The stewardship staff also works with existing easement holders to supply natural resource information and contacts for the landowner to improve their land holdings for conservation purposes. Stewardship staff also works with legal counsel in regard to potential issues that arise regarding interpretation or enforcement of conservation easements held by MLR. MLR is in the process of digitizing all of the easement project files for the 922 easements that have been completed and are of record - scanning of this documentation will enhance staff's ability to work efficiently with easement holders across the state. Schedule D, Part II, Line 9 Conservation easements are recorded by MLR as in-kind donations with a value of $1 each. By a resolution of the Board of Directors, MLR values all conservation easements held at a nominal amount of $1 due to the fact that said easements cannot be sold, transferred, or borrowed against. Expenses incurred in "bargain" purchases of easements and other in-house expenses related to completion of conservation easements are expensed out in the year of the purchase and/or donation. The following is the text of the footnote used in MLR's annual audited financial statements: "MLR has acquired conservation easements from various contributors. Conservation easements represent rights to restrict use of certain properties. By accepting the easement contribution, MLR commits to protecting the easement restrictions in perpetuity. The easements have no market value in the hands of MLR. MLR can assign the easements only to another qualified conservation organization. Accordingly, they are represented in the financial statements at a nominal value of one dollar per easement. Purchased easements are expensed." Schedule D, Part V, Line 4 The Montana Land Reliance Foundation, Inc., was established to hold assets in support of The Montana Land Reliance (MLR) as a related 509(a)(3) support organization. One of the funds that is currently held by and overseen by the Foundation is the Conservation Fund, which has two sub-funds, the "General Conservation Fund" and the "Legacy Fund". The Conservation Fund is an Endowment Fund. The General Conservation Fund provides a source of revenue to MLR for outreach to landowners for land conservation projects, and research, public outreach, and education on private land conservation. The present value of any contributions to the Fund is not expended as required by Montana Administrative Rule 42.15.507(6) and any successor provisions. The corpus may not be used. Any grant requests to the Foundation from MLR must be authorized by the Foundation's Board of Directors. The Legacy Fund provides a steady source of revenue to MLR for bridge capital for property acquisitions, for option purchases for all or a portion of a threatened property to be resold to a conservation buyer, or for conservation easement purchases. The corpus of the fund may not be used. Any grant requests to the Foundation from MLR must be authorized by the Foundation's Board of Directors. Schedule D, Part XI, Line 2d Easement revenue of $1,450,000, which was accrued in the 2019 audited financial statements. PPP loan forgiveness of $244,520 reported as revenue on the Form 990, and reported as debt on the 2020 audited financial statements. Schedule D, Part XII, Line 2d Change in compensated absences payable of ($17,766). Compensated absences are not reported on the Form 990. Easement expense of $1,450,000, which was accrued in the 2019 audited financial statements. Confluence (Virtual) 45535 26043 19492 0 0 0 0 0 18938 0 0 45535 26043 19492 0 0 0 0 0 18938 18938 554 1 Montana Land Reliance Foundation PO Box 355 Helena MT 59624 271125289 501(c)3 473375 0 Cash n/a Investments 1 0 Schedule I, Part I, Line 2 The Montana Land Reliance Foundation, Inc. was established in 2010 to provide financial assistance to The Montana Land Reliance (MLR) and to hold assets in support of MLR. Two members of MLR's Board of Directors serve on the Board of the Montana Land Reliance Foundation to provide oversight of the use of funds provided to the Foundation by MLR. There are four other members of the Foundation's Board that are not members of the MLR Board and provide further oversight of these funds. MLR monies granted to the Foundation are invested to provide income that is then granted to MLR to assist in the completion of land projects, to assist with the financial burden of monitoring existing conservation easements, to assist MLR with costs associated with its education and outreach program to landowners, professionals, and other conservation organizations, and to assist MLR with its general operating expenditures. In 2020, MLR granted $473,375 to be invested into the Land Protection Fund (income from which is used to assist MLR with conservation easement project costs and monitoring/stewardship costs). Montana Land Reliance Foundation Support Organization to MLR 36000 Accounting services 0 Montana Land Reliance foundation Support organization to MLR 449341 Grant request to cover MLR's operations 0 Ruby Habitat Foundation Support Organization to MLR 6000 Investment services 0 Ringling Ranch LP Former MLR Officer 1400500 Purchase of conservation easement 0 Schedule L, Part IV (1 & 2) There are two current members of the MLR's Board of Directors who serve on the MLR Foundation's Board of Directors - Phil Rostad and Jerry Townsend. These two individuals provide oversight of the funds that MLR invests in the Foundation to further its conservation efforts accoss the state of Montana. There are a total of six Directors on the Foundation's Board that provide such oversight. Through an Intercorporate Services Agreement, MLR provides accounting/bookkeeping and administrative support to the MLR Foundation. In 2020, these services amounted to $36,000. The MLR Foundation Board of Directors also approved a grant request from MLR in the amount of $449,341 in 2020. The grant covered costs related to the monitoring and enforcement of the 922 conservation easements held by the organization; costs related to completion of conservation easements in 2020; and costs related to education and outreach activities to the general public, other organizations, and government agencies. (3) MLR staff provides, through an Intercorporate Services Agreement, investment and tracking support to the Ruby Habitation Foundation. The President of MLR's Board of Directors, one of the Managing Directors, and one Director appointed by MLR serve on the Board of Directors of the Ruby Habitat Foundation to provide oversight. These costs in 2020 were $6,000. (4) MLR purchased a Deed of Conservation Easement on the 19,195-acre Ringling Ranch for $2,801,000 - the second payment of $1,400,500 was made in 2020. Staff negotiated this transaction with Ann Ringling and Rock Ringling (form officer of MLR) as Co-Personal Representatives of the Estate of Paul T. Ringling, General Partner of the Ringling Ranch Limited Partnership. Denbury provided the monies for this purchase related to mitigation of grasslands. X 13 103796 Market Quotation X 1 1 valued @ $1.00 X 25 25 valued @ $1.00 each X Auction Item 1 93 Vendor invoice 4 0 1 0 Form 990, Part III, Line 4a (Specific expenditures related to land projects). Total expenditures were $4,521,234 in 2020. These expenditures related to potential land projects, completed conservation easements (donated), and purchased conservation easements. General land project planning and easement discussions amounted to $219,251; completed easement projects (25) and new land projects (53) being negotiated expenditures were $117,359; noncollectable project accounts totaled $386; and purchased easements amounted to the remaining $4,184,238 (Ringling - $1,400,500; Watson - $861,000; Kalsta - $1,262,500; Musselshell Retreat - $14,000; and Lewis (Marc) - $646,238). Form 990, Part III, Line 4b (Specific expenditures related to stewardship, monitoring, and enforcement activities). Total expenditures related to the stewardship, monitoring, and enforcement of the 922 conservation easements held by MLR amounted to $775,582, including $473,375 granted to the Montana Land Reliance Foundation as noted on Form 990, Part III, line 4b. General administration of the stewardship program; mapping of new/potential projects; the digitizing of all existing easement files/documents accounted for $43,679. The remaining $258,528 covered the costs of the lands manager, land steward/GIS coordinator, stewardship coordinator, and 19 part-time land stewards (salaries/benefits - $199,017; fees for services - $4,454; office expenses - $8,503; information technology - $13,424; occupancy - $6,941; travel/per diem - $23,074; conference/conventions - $1,122; vehicle depreciation - $1,627; and insurance - $366). Stewardship/monitoring activities carried out by these staff members involves visiting (which was limited due to Covid in 2020) or viewing aerial photos of each easement property on an annual basis to insure that the terms of the conservation easements are being upheld. Form 990, Part III, Line 4c (Specific expenditures related to outreach and education activities). Expenditures related to MLR's outreach and education activities amounted to $334,330 in 2020. Those expenditures included general outreach activities to landowners, attorneys, accountants, government agencies, etc., - $238,231; publication materials (brochures, annual report, newsletters, etc.) - $23,669; membership and outreach to state, regional, and national land conservation/agricultural organization, etc., - $35,642; accreditation activities - $30,525; and, outreach and education activities to support organizations (Montana Land Reliance Foundation and Ruby Habitat Foundation) - $6,263. Form 990, Part VI, Section B, Line 11b MLR's annual Form 990 is drafted by staff, reviewed by legal counsel, and then distributed to the MLR Board of Directors for review, comment, and approval. The draft Form 990 is also reviewed in detail by the independent auditors during MLR's annual audit process. Should the drafting of the Form 990 be delayed, leaving insufficient time for the full Board's review, the MLR Financial Committee is authorized to review and approve the submittal. Form 990, Part VI, Section B, Line 12c MLR's conflict of interest policy covers all employees, Board members, members of the Council of Trustees, major donors, and individuals such as independent contractors or former employees who might have access to inside information (conflicted parties) and references conflicted parties' spouses, domestic partners, parents, grandparents, children, grandchildren, siblings or business entities (related parties). A conflicted party must disclose the material facts of the transaction and his/her interest in said transaction to the full Board/staff prior to any discussion, and shall not vote on or be present for the discussion of an issue giving rise to any potential conflict. Potential conflicts of interest are documented in Board minutes and discussed with legal counsel if necessary. In accordance with Montana law, a transaction with a conflicted party may only be authorized, approved, or ratified if the transaction received the affirmative vote of a majority of the directors who have no direct or in-direct interest in the transaction. Each director and employee signs a statement which affirms he/she has received, read, understands, and agrees to comply in all respects with MLR's conflict of interest policy. Form 990, Part VI, Section B, Line 15 The salaries of all MLR employees are determined by the Board of Directors, after consideration of any recommendations received from the Management Team and the Board's Compensation and Evaluation Committee and are based upon their review of salary/benefit surveys conducted on other conservation organizations across the country. These surveys are conducted annually by the Land Trust Alliance and by TREC (a nationally known survey organization). MLR staff may also be given cost-of-living increases that take into consideration the Social Security Administration's cost-of-living calculations. The Compensation and Evaluation Committee has the authority to revise proposed salary packages if they determine that is necessary/warranted. The annual salary packages (along with recommendations from the Compensation and Evaluation Committee) are presented to and discussed with the full Board of Directors for final approval on an annual basis. Form 990, Part VI, Section C, Line 19 MLR provides its governing documents, conflict of interest policy, and audited financial statements to the general public upon request at no cost. Form 990, Part IX, Line 25 (Other expenses). Other expenses listed on line 24 include the acquisition of conservation easements ($4,184,238), the majority of which were purchased through the Department of Agriculture's Agricultural Conservation Easement Program (see detail above in response to Part III, line 4a). Ruby Habitat Foundation PO Box 638 Sheridan MT 59749 450487621 Support organization MT 501(c)(3) 509(a)(3), Type 1 The Montana Land Reliance 0 Montana Land Reliance Foundation PO Box 355 Helena MT 59624 271125289 Support organization MT 501(c)(3) 501(c)(3) Type 1 The Montana Land Reliance 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 Montana Land Reliance Foundation b 473375 Cash Montana Land Reliance Foundation c 491341 Cash Montana Land Reliance Foundation l 36000 Cash (services agreement) Ruby Habitat Foundation l 6000 Cash (services agreement) Montana Land Reliance Foundation q 1246 Cash Ruby Habitat Foundation q 1246 Cash Filing deadline is November 15, 2021 as an extension was requested and granted.