2018-12-22T08:54:48-06:00 2018-06-30 SHERRY D HEFFERNAN LTD 6650 HORSESHOE BEND DR CORCORAN MN 553409549 990 2017-07-01 411982575 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC MINN 6128011935 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 CYNTHIA OSMUNDSON DIRECTOR 6127283772 2018-11-28 true SHERRY D HEFFERNAN LTD P00949190 7632297129 2018-12-22 73.228.187.120 2018-12-22 08:54:48 CS P 089BE5C6DD063BBB0C7F898A447D095AE40A7353 089BE5C6DD063BBB0C7F898A447D095AE40A7353 2017 2019-02-21 02:37:17Z CYNTHIA OSMUNDSON 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 12800729 false X WWW.MNVALLEYTRUST.ORG X 2000 MN THE ORGANIZATION'S MISSION IS TO TO UNDERTAKE ACTIVITIES THAT FURTHER THE OBJECTIVES OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT(REFUGE) OF THE USFWS, INCLUDING ACQUISITION, RESTORATION AND MAINTENANCE OF LAND FOR THE REFUGE AND FINANCIAL SUPPORT OF REFUGE OPERATIONS. 5 5 3 5 0 832103 11315 0 2840467 3970765 0 3672570 3982080 2914895 2250557 0 135049 203999 0 5045 300053 229898 3349997 2684454 322573 1297626 27399754 24615944 3032739 125943 24367015 24490001 X THE ORGANIZATION'S MISSION IS TO TO UNDERTAKE ACTIVITIES THAT FURTHER THE OBJECTIVES OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT(REFUGE) OF THE USFWS, INCLUDING ACQUISITION, RESTORATION AND MAINTENANCE OF LAND FOR THE REFUGE AND FINANCIAL SUPPORT OF REFUGE OPERATIONS. false false 2594159 2250557 THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST, INC. COMPLETED FEE TITLE ACQUISITION OF THREE PARCELS OF LAND TOTALING 126.67 ACRES FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (MVNWR) AND WETLAND MANAGEMENT DISTRICT (WMD). THE PARCELS ACQUIRED WERE: -11.83 ACRES IN CARVER COUNTY FOR THE RAPIDS LAKE UNIT OF THE MVNWR. -74.84 ACRES IN BLUE EARTH COUNTY FOR THE HOWARD FARM WATERFOWL PRODUCTION AREA (WPA) OF THE WMD. -40 ACRES IN BLUE EARTH COUNTY FOR THE KAUL WPA OF THE WMD. THE TOTAL SPENDING WAS 1,257,880 FOR THE ACQUISITIONS AND 19,456 FOR TRANSACTION-RELATED COSTS. THE PROPERTIES WERE TRANSFERRED TO MINNESOTA VALLEY LANDS, INC., A SUBSIDIARY OF THE TRUST, FOR MANAGEMENT AND HABITAT RESTORATION AND ENHANCEMENT. THE LANDS WILL BE DONATED TO THE USFWS AFTER THE HABITAT WORK IS COMPLETE. IN FISCAL YEAR 2018 TRUST GRANTS OF 565,667 WERE MADE TO THE USFWS AS FOLLOWS: -FUNDED THE OPERATION OF THE RLEVC, VISITOR SERVICES AND MAINTENANCE STAFF AND ACTIVITIES FOR THE REFUGE - 274,834. -EMPLOYED A PROFESSIONAL TO PROVIDE GEOGRAPHIC INFORMATION SYSTEMS SERVICES FOR THE REFUGE AND TRUST - 76,855. -CONTRACTED FOR HABITAT RESTORATION AND ENHANCEMENT WORK ON VARIOUS UNITS OF THE REFUGE - 33,207. -CONTRACTED WITH DISCOVER NATURE APPS FOR DEVELOPMENT OF WEB-BASED APPLICATIONS FOR THE PUBLIC'S USE, INCLUDING GAME AND VIRTUAL SIGNAGE MODULES ON THREE UNITS OF THE REFUGE - 132,500. -CONTRACTED WITH MARKETING AND PUBLIC RELATIONS FIRMS TO PROMOTE THE LAUNCH OF THE DISCOVER NATURE APP - 45,286. -CONTRACTED FOR INSTALLATION OF A WIRELESS NETWORK AT THE BLOOMINGTON EDUCATION AND VISITOR CENTER OF THE REFUGE AND PAID FOR ITS OPERATION FOR SEVERAL MONTHS - 2,985. IN ADDITION, IN 2018 THE TRUST MADE GRANTS OF 209,170 TO OTHER NONPROFIT ORGANIZATIONS FOR ACTIVITIES RELATED TO THE REFUGE: -CHALLENGE GRANT PAYMENTS TO REFUGE FRIENDS, INC. TO SUPPORT THE BLUE GOOSE BUS FUND - 44,820. THIS PROGRAM REIMBURSES SCHOOLS AND OTHER ORGANIZATIONS FOR THEIR COSTS TO TRANSPORT STUDENTS TO THE REFUGE FOR ENVIRONMENTAL EDUCATION PROGRAMMING. -GRANTS TO REFUGE FRIENDS, INC. TO SUPPORT ENVIRONMENTAL EDUCATION AND URBAN WILDLIFE REFUGE OUTREACH ACTIVITIES ON THE REFUGE - 108,300. -GRANT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION THAT COORDINATES HABITAT RESTORATION AND ENHANCEMENT ACTIVITIES ON LANDS OWNED AND MANAGED BY THE REFUGE AND LANDS - 46,050. -GRANT TO THE MINNESOTA HISTORICAL SOCIETY TO SUPPORT DIGITIZATION OF THE CITIZEN GROUP RECORDS THAT LED TO CREATION OF THE REFUGE - 10,000. 2594159 true true false false false false false false false false true false true false false true false true false false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 6 0 true 3 true false false false false false false false false false false X 5 5 false false false false false false false true false false false true true true true true true true false false MN X X ALL IN ONE ACCOUNTING 6125816451 1585 THOMAS CENTER DRIVE EAGAN MN 55122 EDWARD CROZIER DIRECTOR/PRE 1.00 1.00 X X 2530 0 0 JOHN WOLF DIRECTOR 1.00 1.00 X 605 0 0 JAMES ISCHE DIRECTOR/TRE 1.00 1.00 X X 550 0 0 LOIS NORRGARD DIRECTOR 1.00 1.00 X 385 0 0 CYNTHIA OSMUNDSON DIRECTOR 1.00 1.00 X 0 0 0 DEBORAH LOON STUMBRAS EXECUTIVE DI 15.00 2.00 X 44191 3759 3273 48261 3759 3273 false false false WELLS FARGO ADVISORS 8500 NORMANDALE LAKE BLVD BLOOMINGTON MN 55437 ADVISORS 188447 1 11075 240 11315 520621 520621 12268793 8818649 3450144 3450144 3450144 3982080 3450144 520621 2250557 2250557 107072 59122 43249 4701 79984 69937 10047 1158 1024 134 2393 672 1721 13392 9576 3472 344 16042 16042 189920 189920 3236 2100 1136 3385 203 3182 2428 1404 1024 2651 345 2306 9062 9062 237 237 2937 2937 2684454 2594159 85250 5045 125431 126754 1278875 211075 100 8016 237 7779 25969602 24184747 25846 85489 27399754 24615944 46813 125943 2985926 3032739 125943 X 24367015 24490001 24367015 24490001 27399754 24615944 1297626 -1174640 X false true X true X 556722 640714 457300 832103 11315 2498154 556722 640714 457300 832103 11315 2498154 2498154 538670 622768 596324 533180 520621 2811563 5309717 0.47050 0.47960 X 8016 237 7779 7779 PROGRAM RELATED STOCKS 19137845 F PROGRAM RELATED GOVERNMENT BONDS 4198202 F PROGRAM RELATED MONEY MARKET 848700 F 24184747 X 2617520 -1174640 -1174640 3792160 189920 189920 3982080 2494534 2494534 189920 189920 2684454 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION EVALUATED ITS POTENTIAL EXPOSURE FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS EXPRESSED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2018. TAX RETURNS FOR THE PAST THREE YEARS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS. SCHEDULE D, PAGE 4, PART XIII SHARING OF RESOURCES: THE ORGANIZATION SHARES RESOURCES, INCLUDING STAFF AND DONATED OFFICE SPACE, WITH A RELATED ENTITY - SEE SCHEDULE R. SHARED EMPLOYEES ARE EMPLOYED BY THIS ENTITY AND EACH ORGANIZATION REPORTS THEIR SHARE OF ALLOCATED COSTS AS THEIR OWN. true US FISH & WILDLIFE SERVICE (USFWS) 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 274834 BOOK VALUE RAPID LAKES UNIT US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 132500 BOOK VALUE WEB-BASED NATURE APP US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 45286 BOOK VALUE MARKET WEB BASED APP US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 501 C3 33207 BOOK VALUE HABITAT RESTORATION MN HISTORICAL SOCIETY 345 W KELLOGG BLVD ST PAUL MN 55012 410718907 501 C3 10000 BOOK VALUE DIGITIZE RECORDS MINNESOTA VALLEY LANDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 204162476 501C3 275000 1277575 PURCHASE PROPERTY SUPPORT OPERATIONS REFUGE FRIENDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 208644416 501C3 108300 BOOK VALUE ENVIRONMENTAL EDU. REFUGE FRIENDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 208644441 501C3 44820 BOOK VALUE FREE BUSES STUDENTS MINNESOTA WATERFOWL ASSOCIATION 907 FIRST STREET NORTH HOPKINS MN 55343 416078888 501 C3 46050 BOOK VALUE SUPPORT BIOLOGIST 5 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT OF FUNDS TO USFWS FOR OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITOR CENTER AND FOR INSTALLATION OF WEB-BASED NATURE APPLICATION, HABITAT RESTORATION AND GEOGRAPHIC INFORMATION: THE TRUST RECEIVES A MONTHLY ITEMIZED INVOICE FROM THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (MVNWR) FOR ALL EXPENSES RELATED TO THE OPERATIONS OF THE CENTER. THE MONTHLY INVOICE IS REVIEWED FOR ACCURACY BY THE TRUST EXECUTIVE DIRECTOR. THE MANAGER OF THE MN VALLEY NATIONAL WILDLIFE REFUGE ATTENDS ALL MONTHLY TRUST BOARD OF DIRECTOR MEETINGS AND PROVIDES A REPORT ON ACTIVITIES, INCLUDING AT THE RAPIDS LAKE EDUCATION & VISITOR CENTER. GRANT OF FUNDS TO MINNESOTA HISTORICAL SOCIETY FOR DIGITIZING THE RECORDS OF THE MVNWR: THE TRUST BOARD OF DIRECTORS RECEIVES PERIODIC UPDATES ON THE PROGRESS OF DIGITIZING THE RECORDS. GRANTS OF CASH AND REAL PROPERTY TO MINNESOTA VALLEY LANDS, INC (MVL): THE TRUST BOARD OF DIRECTORS RECEIVES A REPORT EVERY MONTH ON THE HABITAT RESTORATION ACTIVITIES OF LANDS COMPLETED WITH GRANTS FROM THE TRUST AND OTHER SOURCES OF FUNDING. THE TRUST BOARD ALSO RECEIVES AND REVIEWS THE MONTHLY FINANCIAL REPORTS OF MVL, WHICH INCLUDES ITEMIZATION OF OPERATING AND PROGRAM EXPENSES. GRANT OF FUNDS TO REFUGE FRIENDS, INC. FOR THE BLUE GOOSE BUS FUND, REFUGE ENVIRONMENTAL EDUCATION AND THE URBAN WILDLIFE REFUGE PROGRAM: THE TRUST BOARD OF DIRECTORS RECEIVES AN ANNUAL REPORT FROM THE REFUGE FRIENDS INC. AND THE USFWS ON ALL ACTIVITIES ASSOCIATED WITH THE GRANT FUNDS. GRANT OF FUNDS TO MINNESOTA WATERFOWL ASSOCIATION FOR BIOLOGIST POSITION TO MANAGE HABITAT CONSERVATION PROJECTS ON TRUST ACQUIRED, USFWS AND PRIVATE LANDS WITHIN THE MINNESOTA VALLEY WETLAND MANAGEMENT DISTRICT: THE TRUST BOARD OF DIRECTORS RECEIVES AN ANNUAL REPORT FROM THE ASSOCIATION ON ALL ACTIVITIES ASSOCIATED WITH THE GRANT FUNDS. FORM 990 - ORGANIZATION'S MISSION THE ORGANIZATION'S MISSION IS TO TO UNDERTAKE ACTIVITIES THAT FURTHER THE OBJECTIVES OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT(REFUGE) OF THE USFWS, INCLUDING ACQUISITION, RESTORATION AND MAINTENANCE OF LAND FOR THE REFUGE AND FINANCIAL SUPPORT OF REFUGE OPERATIONS. FORM 990, PAGE 2, PART III, LINE 4A VALLEY LANDS, INC., A SUBSIDIARY OF THE TRUST, FOR MANAGEMENT AND HABITAT RESTORATION AND ENHANCEMENT. THE LANDS WILL BE DONATED TO THE USFWS AFTER THE HABITAT WORK IS COMPLETE. IN FISCAL YEAR 2018 TRUST GRANTS OF 565,667 WERE MADE TO THE USFWS AS FOLLOWS: -FUNDED THE OPERATION OF THE RLEVC, VISITOR SERVICES AND MAINTENANCE STAFF AND ACTIVITIES FOR THE REFUGE - 274,834. -EMPLOYED A PROFESSIONAL TO PROVIDE GEOGRAPHIC INFORMATION SYSTEMS SERVICES FOR THE REFUGE AND TRUST - 76,855. -CONTRACTED FOR HABITAT RESTORATION AND ENHANCEMENT WORK ON VARIOUS UNITS OF THE REFUGE - 33,207. -CONTRACTED WITH DISCOVER NATURE APPS FOR DEVELOPMENT OF WEB-BASED APPLICATIONS FOR THE PUBLIC'S USE, INCLUDING GAME AND VIRTUAL SIGNAGE MODULES ON THREE UNITS OF THE REFUGE - 132,500. -CONTRACTED WITH MARKETING AND PUBLIC RELATIONS FIRMS TO PROMOTE THE LAUNCH OF THE DISCOVER NATURE APP - 45,286. -CONTRACTED FOR INSTALLATION OF A WIRELESS NETWORK AT THE BLOOMINGTON EDUCATION AND VISITOR CENTER OF THE REFUGE AND PAID FOR ITS OPERATION FOR SEVERAL MONTHS - 2,985. IN ADDITION, IN 2018 THE TRUST MADE GRANTS OF 209,170 TO OTHER NONPROFIT ORGANIZATIONS FOR ACTIVITIES RELATED TO THE REFUGE: -CHALLENGE GRANT PAYMENTS TO REFUGE FRIENDS, INC. TO SUPPORT THE BLUE GOOSE BUS FUND - 44,820. THIS PROGRAM REIMBURSES SCHOOLS AND OTHER ORGANIZATIONS FOR THEIR COSTS TO TRANSPORT STUDENTS TO THE REFUGE FOR ENVIRONMENTAL EDUCATION PROGRAMMING. -GRANTS TO REFUGE FRIENDS, INC. TO SUPPORT ENVIRONMENTAL EDUCATION AND URBAN WILDLIFE REFUGE OUTREACH ACTIVITIES ON THE REFUGE - 108,300. -GRANT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION THAT COORDINATES HABITAT RESTORATION AND ENHANCEMENT ACTIVITIES ON LANDS OWNED AND MANAGED BY THE REFUGE AND LANDS - 46,050. -GRANT TO THE MINNESOTA HISTORICAL SOCIETY TO SUPPORT DIGITIZATION OF THE CITIZEN GROUP RECORDS THAT LED TO CREATION OF THE REFUGE - 10,000. FORM 990, PAGE 6, PART VI, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOLLOWING REVIEW BY THE EXECUTIVE DIRECTOR. IT IS FILED AFTER APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ANNUALLY FILE STATEMENT COMMITTING TO DISCLOSURE OF ANY CONFLICTS OF INTEREST OR PERCEIVED CONFLICTS OF INTEREST THAT MAY ARISE DURING THE YEAR. IN ADDITION, BOARD MEMBERS ARE REMINDED AT EACH BOARD MEETING OF THE POLICY. FORM 990, PAGE 6, PART VI, LINE 15A BOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND REVIEWS COMPARABILITY DATA. FORM 990, PAGE 6, PART VI, LINE 19 WILL BE PROVIDED BY MAIL OR EMAIL UPON REQUEST. MINNESOTA VALLEY LANDS INC 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 204162476 HOLD PROP. MN 501C3 12A TAXPAYER true false true false false false false false false false false false true false false true false true true false MINNESOTA VALLEY LANDS INC B 1552575 COST MINNESOTA VALLEY LANDS INC L MINNESOTA VALLEY LANDS INC O MINNESOTA VALLEY LANDS INC Q MINNESOTA VALLEY LANDS INC R