Montana Land Reliance
2009 Financial Results
Financial conservatism yields continued success
As one of the nation’s leading private land conservation groups, the Montana Land Reliance is funded entirely by private support from a generous family of friends. The foundation of our conservation success is the result of financial strength built with a view to the future through daily, prudent financial management.
Two thousand nine was a year of renewed growth for MLR with financial assets growing from $12.4 million at the end of 2008, to $14.1 million at the end of 2009. While taking growth opportunities where available, MLR continued its commitment to maintaining an income stream from the combined funds to provide direct support to our private conservation efforts across Montana.
In 2009, the combined funds of MLR contributed $456,949 to help fund private land conservation projects and outreach programs. These programs provide for land stewardship and easement monitoring as well as our educational outreach to the public and to individual landowners about the benefits of private land conservation.
Through the gifts of our family of friends, the Montana Land Reliance operated in the black again in 2009, and at the end of the year had accumulated financial assets of $14,160,188. The chart below shows a breakdown of each of our accounts, their account balances at the end of 2009, and a brief description of how we use the funds entrusted to us by our generous family of friends.
| Land Protection Fund $8,068,296 The corpus is available to defend and protect land already under easement; income is used for stewardship projects, monitoring easements, and completing easements for donors who cannot cover these costs. |
| Education & Outreach Fund $3,018,316 Income finances conservation education and outreach to landowners and the public. |
| Eastern Montana Fund $964,018 Income finances outreach and land conservation in the eastern portion of the state. |
| Land Acquisition Fund $803,916 Provides a source of funding for “bridge” or option purchases of threatened property and select bargain purchases of conservation easements. |
| Amy Eaton Royer Glacier/Flathead Fund 734,399 Income finances outreach and land conservation in northwestern Montana. |
| Conservation Fund $300,326 A permanent, irrevocable endowment designed to accept planned gifts from individuals or direct gifts from corporations, partnerships, or estates. |
| General Fund $164,545 Pays the day-to-day expenses that finance our operation. |
| Traditions Fund $106,372 Provides an income stream for bargain purchases of conservation easements. |
Total Assets Balance as of 12-31-09 |
The Ruby Habitat Foundation*
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