Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 115,783 | 435,663 | 246,833 | 847,861 | 313,385 | 1,959,525 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 115,783 | 435,663 | 246,833 | 847,861 | 313,385 | 1,959,525 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 1,267,972 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 691,553 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 115,783 | 435,663 | 246,833 | 847,861 | 313,385 | 1,959,525 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,008 | 328 | 835 | 1,142 | 3,313 | |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 1,962,838 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4B | UPPER MISSISSIPPI RIVER INSTITUTE - MINNESOTA, WISCONSIN, IOWA, ILLINOIS, MISSOURI - JUNE 16-23, 2018 WITH A WATERSHED THAT ENCOMPASSES ALL OR PART OF 31 U.S. STATES AND TWO CANADIAN PROVINCES, THE MISSISSIPPI RIVER COULD BE SAID TO REFLECT NORTH AMERICA ITSELF. THE DECISIONS WE MAKE ABOUT HOW WE USE OUR LAND GOVERNS BOTH HOW OUR GREATEST RIVER FLOWS AND WHAT FLOWS THROUGH IT. AND MANY OF THOSE DECISIONS ARE MADE FAR UPSTREAM, BEFORE THE MISSISSIPPI BECOMES THE MIGHTY, MUDDY AMERICAN ICON. IN JUNE OF 2018, IJNR TOOK A GROUP OF 18 JOURNALISTS FROM ACROSS THE COUNTRY ON A WEEKLONG LEARNING EXPEDITION DOWN THE UPPER MISSISSIPPI TO GET A FIRST-HAND LOOK AT SOME OF THE ISSUES THAT ORIGINATE IN AND IMPACT A WATERSHED THAT DRAINS NEARLY 40 PERCENT OF THE CONTIGUOUS U.S. WE TRAVELED FROM THE RIVER'S HEADWATERS NEAR BEMIDJI, MINNESOTA TO ST. LOUIS' FAMOUS ARCH AS WE EXPLORED TOPICS LIKE NUTRIENT RUNOFF, INVASIVE SPECIES, RIVER RESTORATION, FLOOD CONTROL AND ENVIRONMENTAL JUSTICE IN DOWNSTREAM COMMUNITIES. WE MET WITH LOCAL CITIZENS, ELECTED OFFICIALS, BUSINESS OWNERS, RESOURCE MANAGERS, FARMERS AND SCIENTISTS AS WE GOT OUT INTO THE FIELD TO EXPLORE (AMONG OTHER THINGS): - THE 2018 FARM BILL AND HOW ACTIVITIES AND INCENTIVES IT PROMOTES ON LAND WILL SHAPE THE RIVER FROM ITS HEADWATERS TO THE GULF OF MEXICO. - THE CONNECTIONS BETWEEN DOMESTIC OIL AND GAS, MIDWEST AGRICULTURE AND THE LOSS OF MINNESOTA FORESTS AND WETLANDS. - A NEW VISION FOR THE MISSISSIPPI AND A PUSH TO CONNECT MORE COMMUNITIES TO THE RIVER IN THE TWIN CITIES. - 'SOIL HEALTH,' THE LATEST SCIENCE IN SOIL CONSERVATION AND COMMUNITY EFFORTS TO REDUCE RUNOFF ON MINNESOTA FARMS. - FEDERAL AND STATE EFFORTS TO RESTORE HABITAT, REBUILD ISLANDS AND REINTRODUCE ENDANGERED FRESHWATER MUSSELS BELOW LOCK AND DAM 7. - MINING FOR SAND IN MINNESOTA AND WISCONSIN AND DIFFERENT APPROACHES TO LOCAL CONTROL OF ZONING AND RESOURCE EXTRACTION. - INDUSTRIAL-SCALE AGRICULTURE, NITRATE POLLUTION AND MOUNTING DIFFICULTIES FOR UTILITIES TRYING TO PROVIDE SAFE DRINKING WATER TO RURAL COMMUNITIES. - EFFORTS TO PREVENT THE SPREAD OF INVASIVE SPECIES AND EXOTIC PATHOGENS. - THE MISSISSIPPI'S LONG HISTORY OF HUMAN DEVELOPMENT AND ATTEMPTS TO CONTROL FLOODS AND KEEP THE RIVER ON AN "ACCEPTABLE" COURSE. - BIG MUDDY'S BIG ECONOMIC IMPACT AS A MAIN ARTERY OF COMMERCIAL SHIPPING. LOWER COLORADO RIVER INSTITUTE - NEVADA, ARIZONE, CALIFORNIA, MEXICO - FEBRUARY 17-24, 2018 THERE'S AN ADAGE IN THE AMERICAN WEST THAT "WHISKEY IS FOR DRINKING, WATER IS FOR FIGHTING OVER, AND PERHAPS NOWHERE DO THOSE WORDS APPEAR TO RING TRUER THAN IN THE COLORADO RIVER BASIN. THE POSTER CHILD OF AN OVER-ALLOCATED AND EMBATTLED RESOURCE, THE COLORADO PASSES THROUGH SEVEN STATES AND OFFERS SUSTENANCE ON MANY FRONTS: IT PROVIDES WATER FOR MORE THAN 30 MILLION PEOPLE AND A SIGNIFICANT PORTION OF OUR NATION'S FOOD SUPPLY. IT'S HOME TO A HANDFUL OF ENDANGERED FISH AND WILDLIFE SPECIES, AND SUPPORTS A $26 BILLION RECREATIONAL ECONOMY ACROSS THE SOUTHWEST. AND YET, DEMAND FOR WATER SO OUTSTRIPS SUPPLY THAT THIS MIGHTY RIVER RUNS DRY MORE THAN 100 MILES BEFORE IT REACHES THE COAST AT THE SEA OF CORTEZ. ONE OF THE MOST HEAVILY MANAGED RIVERS IN THE WORLD, THE COLORADO BEARS LITTLE RESEMBLANCE TO ITS ORIGINAL STATE: MORE THAN 100 DAMS HAVE BEEN BUILT BY THE BUREAU OF RECLAMATION AND THE U.S. ARMY CORPS OF ENGINEERS FOR THE PURPOSES OF HYDROELECTRIC ENERGY, FLOOD CONTROL, AND STORAGE. AQUEDUCTS, PIPELINES, TUNNELS AND CANALS SHUNT WATER AWAY FROM THE RIVER; AGRICULTURE CONSUMES NEARLY 80 PERCENT OF THE COLORADO'S WATER, WHILE MUNICIPAL NEEDS CLAIM THE REMAINING 20 PERCENT. PREDICTIONS SUGGEST THAT THE FUTURE WILL SEE MORE OF THE SAME. POPULATIONS AND WATER DEMAND ARE EXPECTED TO INCREASE, AND SOME SCIENTIFIC MODELS SUGGEST THAT CLIMATE CHANGE WILL LEAD TO SHORTER WINTERS, EARLIER SPRING RUNOFF, AND INCREASED EVAPORATION. DROUGHT WILL EXACERBATE AN ALREADY STRESSED RESOURCE. THROUGHOUT THE SOUTHWEST, ECOSYSTEMS AND ECONOMIES ALIKE HANG IN THE BALANCE. BECAUSE THE COLORADO STRETCHES ACROSS SUCH AN EXTENSIVE SWATH OF THE AMERICAN SOUTHWEST, IT WOULD BE IMPOSSIBLE TO COVER THE WHOLE RIVER OVER THE SPAN OF ONE INSTITUTE. SO, WE DECIDED TO DO TWO. IN LATE JULY 2017, WE CONDUCTED AN INSTITUTE THAT EXPLORED THE UPPER COLORADO RIVER, FROM ITS HEADWATERS IN ROCKY MOUNTAIN NATIONAL PARK TO THE NORTHERNMOST REACHES OF LAKE POWELL. IN EARLY 2018 WE RETURNED TO THE REGION, AND CONTINUED THE JOURNEY DOWNSTREAM ON A SECOND INSTITUTE WITH A SEPARATE GROUP OF FELLOWS. ON OUR LOWER COLORADO RIVER INSTITUTE, JOURNALISTS HAD THE OPPORTUNITY TO LEARN ABOUT: - HOW THE DEMANDS OF THE UPPER COLORADO RIVER BASIN IMPACT THE LOWER AND VICE VERSA; - THE COMPLEX, CONTENTIOUS - AND OFTEN CONFUSING - WORLD OF WATER LAW, AND HOW PENDING POLICIES AND AGREEMENTS WILL SHAPE THE FUTURE OF THE DESERT SOUTHWEST; - THE ECOLOGY OF THE COLORADO RIVER, INCLUDING ENDANGERED AND INVASIVE SPECIES, AND HOW HUMAN IMPACTS ARE SHAPING THE NATURE OF THE RIVER - FOR BETTER AND FOR WORSE; - HOW AGRICULTURE AND IRRIGATION HAVE SHAPED THE REGION - SOCIALLY, ECONOMICALLY AND ECOLOGICALLY - THROUGHOUT HISTORY, AND HOW THE ROLE OF THESE MAJOR PLAYERS MAY ALREADY BE CHANGING; - THE QUESTIONS AND CONUNDRUMS SURROUNDING WATER STORAGE IN THE BASIN'S MAJOR RESERVOIRS - AND THE POSSIBILITY OF IMPORTING WATER FROM ELSEWHERE TO MEET THE REGION'S GROWING DEMAND; - THE HISTORY, FUTURE AND ECOLOGY OF THE SALTON SEA; - TRIBAL WATER RIGHTS AND THE EXPANDING ROLE OF THE REGION'S TRIBES IN COLORADO RIVER WATER MANAGEMENT; - MINUTE 323, U.S.-MEXICO WATER POLITICS, AND THE FUTURE OF THE COLORADO RIVER DELTA - THE DEMAND FOR MUNICIPAL WATER AND THE NEED FOR CONSERVATION IN THE REGION'S MAJOR METROPOLISES, INCLUDING LOS ANGELES, LAS VEGAS, SAN DIEGO, PHOENIX AND TUCSON SAINT LAWRENCE RIVER INSTITUTE - QUEBEC, ONTARIO, NEW YORK - SEPTEMBER 23-29, 2018 THE GREAT LAKES CONTAIN 20 PERCENT OF THE WORLD'S FRESH SURFACE WATER, PROVIDE DRINKING WATER FOR MORE THAN 30 MILLION PEOPLE, MOVE AMERICAN AND CANADIAN GRAIN AND IRON, AND PLAY A LARGE ROLE IN ECONOMIES FROM CHICAGO TO TORONTO TO MONTREAL. THE GREAT LAKES, LIKE THE MISSISSIPPI RIVER, ALSO CONNECT NORTH AMERICA'S HEARTLAND TO THE LARGER WORLD - THROUGH THE ST. LAWRENCE RIVER. AND WHILE THE ST. LAWRENCE HAS UNQUESTIONABLY FACILITATED IMMENSE ECONOMIC ACTIVITY, THIS MAN-MADE CONNECTION BETWEEN THE GREAT LAKES AND THE ATLANTIC HAS ALSO INTRODUCED COSTS: INVASIVE SPECIES UPEND ECOSYSTEMS, LEGACY POLLUTION LINGERS, AND COSTLY, SOMETIMES OBSOLETE, INFRASTRUCTURE PROJECTS ARE CHALLENGED BY A CHANGING CLIMATE. FROM SEPTEMBER 23-29, 2018, IJNR CONDUCTED A SIX-DAY PROGRAM FOR 15 JOURNALISTS FROM ACROSS CANADA AND THE U.S. AS WE EXPLORED THIS VITAL - BUT OFTEN UNDER-REPORTED - WATERWAY. USING MONTREAL AS A HUB CITY, THIS PROGRAM INVESTIGATED NATURAL RESOURCE AND ENVIRONMENT ISSUES SURROUNDING THE ST. LAWRENCE RIVER, INCLUDING: - THE ROLE OF THE ST. LAWRENCE RIVER IN THE SHIPPING ECONOMY OF THE GREAT LAKES. - IMPACTS OF INVASIVE SPECIES MOVING THROUGH THE ST. LAWRENCE SEAWAY - THE TOXIC LEGACY OF INDUSTRY ON THE RIVER AND THE CURRENT STATUS OF CLEAN-UP EFFORTS. - ENVIRONMENTAL AND CULTURAL CONSERVATION EFFORTS IN NATIVE NATIONS. - HOW THE ENDANGERED RIGHT WHALE THREATENS BUSINESS AS USUAL ON THE RIVER, AND POTENTIAL RIPPLE EFFECTS ON SHIPPING AND FISHING. - THE IMPORTANCE OF OUTDOOR ECONOMIES TO RURAL COMMUNITIES. - THE INTERSECTION OF EXTREME RAIN EVENTS, AGING URBAN INFRASTRUCTURE AND ST. LAWRENCE WATER QUALITY. - HOW THE UNITED STATES AND CANADA COOPERATE TO MANAGE A SHARED RESOURCE IN A TENSE POLITICAL CLIMATE. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOARD OF TRUSTEES ARE SENT AN ELECTRONIC COPY OF THE RETURN FOR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| Software ID: | |
| Software Version: |