2025-10-13T16:24:51-05:00 2024-12-31 810333198 NEWLAND AND COMPANY PC PO BOX 3006 BUTTE MT 597023006 990 2024-01-01 271125289 MONTANA LAND RELIANCE FOUNDATION INC MONT 4064437027 401 N CALIFORNIA ST HELENA MT 59601 NICK BUCKLIN PRESIDENT 4064437027 2025-09-30 1 0 X DEBBIE OUELLETTE P00174388 4064944754 2025-09-30 2024 2025-03-06 01:10:19Z NICK BUCKLIN 401 N CALIFORNIA ST HELENA MT 59601 3212902 0 X MTLANDRELIANCE.ORG X 2010 MT THE FOUNDATION'S PURPOSE IS TO PROVIDE SERVICES TO AND HOLD TITLE TO ASSETS USED TO SUPPORT THE CHARITABLE PROGRAMS OF THE MONTANA LAND RELIANCE (MLR). THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO CARRY OUT THE CHARITABLE PURPOSES OF MLR AS A 509(A)(3) SUPPORT ORGANIZATION. 5 3 0 5 0 0 3495502 465113 0 0 1876091 2711398 0 0 5371593 3176511 0 1727 0 0 0 0 0 0 0 164496 166438 164496 168165 5207097 3008346 39072004 43118178 0 0 39072004 43118178 X THE MONTANA LAND RELIANCE FOUNDATION'S PURPOSE IS TO PROVIDE SERVICES TO AND HOLD TITLE TO ASSETS USED TO SUPPORT THE CHARITABLE PROGRAMS OF THE MONTANA LAND RELIANCE (MLR). THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF AND TO CARRY OUT THE CHARITABLE PURPOSES OF MLR AS A 509(A)(3) SUPPORT ORGANIZATION. 0 0 1727 1727 THE MONTANA LAND RELIANCE FOUNDATION'S PURPOSE IS TO PROVIDE SERVICES TO AND HOLD TITLE TO ASSETS USED TO SUPPORT THE CHARITABLE PROGRAMS OF THE MONTANA LAND RELIANCE (MLR). THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF AND TO CARRY OUT THE CHARITABLE PURPOSES OF MLR AS A 509(A)(3) SUPPORT ORGANIZATION. 1727 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KATIE STOKES 4064437027 401 N CALIFORNIA ST HELENA MT 59601 X NICK BUCKLIN PRESIDENT 1.00 X X 0 0 0 SKIP OLINGER VICE PRESIDENT 1.00 X X 0 0 0 CHRIS MONTAGUE SECRETARY-TREASURER 1.00 X X 0 0 0 KIRSTEN FELDMAN DIRECTOR 1.00 X 0 0 0 JOHN HEYNEMAN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 247973 217140 465113 1693907 1693907 1053882 36391 1017491 1017491 1017491 3176511 0 0 2711398 1727 1727 36000 36000 114278 114278 11000 11000 3302 3302 1858 1858 168165 1727 166438 0 4864496 231473 34207508 42886705 39072004 43118178 0 0 X 28614648 32209882 10457356 10908296 39072004 43118178 39072004 43118178 3008346 1037828 0 X X 0 1 X 1 0 X X 1 THE MONTANA LAND RELIANCE 810369262 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3085409 327061 0 10003 3402467 2616683 478412 9686 3085409 2422202 238928 20000 24447 2616683 2125446 354287 20000 37531 2422202 2182180 -335 20000 36399 2125446 0.00000 0.80000 0.20000 0 0 0 4214339 1037828 1037828 3176511 0 3176511 168165 0 168165 0 168165 PART V - LINE 4 THE MONTANA LAND RELIANCE FOUNDATION CURRENTLY HOLDS TWO ENDOWMENT FUNDS: 1) THE CONSERVATION FUND IS A PERMANENT ENDOWMENT FUND WHICH PROVIDES A SOURCE OF REVENUE TO THE MONTANA LAND RELIANCE (MLR) FOR OUTREACH TO LANDOWNERS FOR LAND CONSERVATION PROJECTS; FOR RESEARCH, PUBLIC OUTREACH, AND EDUCATION ON PRIVATE LAND CONSERVATION; FOR BRIDGE CAPITAL OR PROPERTY ACQUISITION; FOR OPTION PURCHASES OF ALL OR A PORTION OF A THREATENED PROPERTY TO BE RESOLD TO A CONSERVATION BUYER; AND FOR CONSERVATION EASEMENT PURCHASES. THE CORPUS MAY NOT BE USED. INTEREST, DIVIDEND INCOME, OR CAPITAL GAINS MAY BE USED FOR THE DIRECT COSTS OF ACTIVITIES DESIGNATED, INCLUDING, BUT NOT LIMITED TO STAFF TIME, CONSULTANT AND LEGAL EXPENSES, TRAVEL, PHONE, OVERHEAD, AND ANY EXPENSES INCURRED BY REPRESENTATIVES OF MLR. USE OF THE CONSERVATION FUND IS AUTHORIZED BY A VOTE OF THE BOARD OF DIRECTORS. 2) THE TRADITIONS FUND IS A TEMPORARILY RESTRICTED ENDOWMENT FUND WHICH HOLDS TWO ANNUITY GIFTS GIVEN TO MLR. THE PRESENT VALUE OF ANY CONTRIBUTION AT THE TIME THAT THE DONOR MAKES A PLANNED GIFT OR AN OUTRIGHT CONTRIBUTION TO THE FUND SHALL NOT BE EXPANDED. THE CORPUS OF THE FUND MAY NOT BE USED. ANY USE OF THE TRADITIONS FUND IS AUTHORIZED BY A VOTE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION WAS ORGANIZED AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSE OF "PUBLICLY SUPPORTED ORGANIZATIONS" AS DEFINED IN SECTIONS 509(A)(2) OF THE INTERNAL REVENUE CODE AND TREASURY REGULATIONS SECTION 1.509(A)-4, AND AS SUCH, IS OPERATED, SUPERVISED, AND CONTROLLED BY THE MONTANA LAND RELIANCE (MLR), A MONTANA NON-PROFIT PUBLIC BENEFIT CORPORATION, WITHIN THE MEANING OF TREASURY REGULATION 1.509(A)(-4(G)(1). EACH YEAR, THE BOARD OF THE DIRECTORS OF MLR, BY RESOLUTION, APPOINTS THE FOUNDATION'S DIRECTORS FOR ANY VACANT DIRECTOR POSITIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FOUNDATION'S BOARD OF DIRECTORS AND BY MANAGEMENT PRIOR TO SUBMITTAL TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS OR MEMBERS OF THE FAMILY WHO MIGHT HAVE A PERSONAL OR BUSINESS INTEREST IN, OR IS INVOLVED IN ANY WAY WITH, AN ORGANIZATION WITH WHOM THE BOARD IS CONSIDERING A GRANT REQUEST OR BUSINESS CONTRACT. ANY SUCH INTEREST OR INVOLVEMENT MUST BE DISCLOSED TO THE FULL BOARD PRIOR TO ANY DISCUSSION. THE CONFLICTED DIRECTOR MAY NOT VOTE ON OR BE PRESENT FOR THE DISCUSSION. CONFLICTS ARE DOCUMENTED IN THE MEETING MINUTES OF THE FOUNDATION AND DISCUSSED WITH LEGAL COUNSEL IF NECESSARY. A BOARD TRANSACTION WITH A CONFLICTED PARTY IS AUTHORIZED, APPROVED, OR RATIFIED IF IT RECEIVES THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION. EACH DIRECTOR SIGNS A STATEMENT, WHICH CONFIRMS HE/SHE HAS RECEIVED, READ, AND UNDERSTANDS, AND AGREES TO COMPLY WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUAL AUDIT, AND FORM 990 TO THE GENERAL PUBLIC UPON REQUEST AT NO CHARGE. FORM 990, PART XII, LINE 2C THE FOUNDATION'S BOARD OF DIRECTORS AND MANAGEMENT OVERSEE AND REVIEW THE FINANCIAL STATEMENT AUDIT EACH YEAR. THE MONTANA LAND RELIANCE PO BOX 355 HELENA MT 59624 810369262 PRIVATE LAND CONSERVATION - SUPPORTED ORG. MT 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 THE MONTANA LAND RELIANCE C 247973 GRANT TO INVEST FUNDS THE MONTANA LAND RELIANCE M 36000 INTER-CORPORATE SERVICES AGRMT THE MONTANA LAND RELIANCE P 4124 REIMB. INSURANCE/ANNUAL MEETING THE MONTANA LAND RELIANCE B 1727 GRANT TO MLR