2017-01-19T15:39:23-06:00 2016-06-30 SHERRY D HEFFERNAN LTD 6650 HORSESHOE BEND DR CORCORAN MN 553409549 990 2015-07-01 411982575 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC MINN 6128011935 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 EDWARD CROZIER DIRECTOR/PRESIDENT 6127283772 2017-01-04 true SHERRY D HEFFERNAN LTD P00949190 7632297129 2017-01-19 2015 2021-01-29 14:40:06Z EDWARD CROZIER 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 10413846 false X WWW.MNVALLEYTRUST.ORG X 2000 MN 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 640714 457300 0 2060991 1820417 0 2701705 2277717 1540053 1875336 0 54786 54526 0 3187 288696 282728 1883535 2212590 818170 65127 29033863 26869183 4029207 3539701 25004656 23329482 X 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 2163918 1875336 THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST, INC. COMPLETED FEE TITLE ACQUISITION OF THREE PARCELS OF LAND TOTALING 281 ACRES FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (MVNWR) AND WETLAND MANAGEMENT DISTRICT (WMD). OF THOSE, 160 ACRES WERE ACQUIRED TO ESTABLISH A NEW WATERFOWL PRODUCTION AREA IN BLUE EARTH COUNTY FOR THE WMD, 23.6 ACRES WERE ACQUIRED IN HENNEPIN COUNTY FOR THE BLOOMINGTON FERRY UNIT OF THE MVNWR AND 97.65 ACRES WERE ACQUIRED IN SCOTT COUNTY FOR THE LOUISVILLE SWAMP UNIT OF THE MVNWR. THE PROPERTIES WERE TRANSFERRED TO MINNESOTA VALLEY LANDS, INC., A SUBSIDIARY OF THE TRUST, FOR HABITAT RESTORATION AND ENHANCEMENT. THE LANDS WILL BE DONATED TO THE USFWS AFTER THE HABITAT WORK IS COMPLETE. THE TRUST CONTINUED FUNDING THE STAFFING AND OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITORS CENTER ON THE MVNWR. TOTAL GRANT CONTRIBUTION FOR THIS PURPOSE IN FY16 WAS 385,651. ADDITIONAL TRUST EXPENSES TOTALING 215,082 REPRESENTING GRANTS TO THE MVNWR INCLUDED: -CONTRACTED WITH A PROFESSIONAL TO PROVIDE GEOGRAPHIC INFORMATION SYSTEMS SERVICES FOR THE MVNWR AND TRUST - 38,718. -REPLACED THE BOARDWALK WITH VIEWING PLATFORM FOR THE PUBLIC'S USE ON THE LONG MEADOW LAKE UNIT OF THE MVNWR - 151,364. -PAID FOR THE USFWS ACQUISITION OF AN EASEMENT ON PRIVATE PROPERTY IN THE LONG MEADOW LAKE UNIT OF THE MVNWR - 25,000 IN ADDITION, THE TRUST: -MADE CHALLENGE GRANT PAYMENTS TO REFUGE FRIENDS, INC. TO SUPPORT THE BLUE GOOSE BUS FUND - 34,212. THROUGH THIS PROGRAM, SCHOOLS ARE PROVIDED SUPPORT FOR ENVIRONMENTAL EDUCATION PROGRAMMING ON THE MVNWR, INCLUDING FREE BUSING FOR SCHOOL DISTRICTS. -MADE A GRANT TO REFUGE FRIENDS, INC. TO SUPPORT ENVIRONMENTAL EDUCATION ACTIVITIES ON THE MVNWR - 50,000. -MADE A GRANT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION THAT COORDINATES HABITAT WORK ON LANDS OWNED AND MANAGED BY THE MVNWR AND PRIVATE LANDS - 45,000 (PAID FOR SECOND YEAR OF A TWO YEAR COMMITMENT). 2163918 true true false false false false false false false false false false true false true true true 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 7 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 MARY BREN 6516880333 1665 HICKORY LANE EAGAN MN 55122 EDWARD CROZIER DIRECTOR/PRE 1.00 X X 0 0 0 JAMES ISCHE DIRECTOR/TRE 1.00 X X 0 0 0 CYNTHIA OSMUNDSON DIRECTOR 1.00 X 0 0 0 LOIS NORRGARD DIRECTOR 1.00 X 0 0 0 JOHN WOLF DIRECTOR 1.00 X 0 0 0 DEBORAH LOON EXECUTIVE DI 10.00 2.00 X 38517 2525 0 38517 2525 false false false WELLS FARGO ADVISORS 8500 NORMANDALE LAKE BLVD BLOOMINGTON MN 55437 ADVISORS 205010 1 246800 210500 457300 596324 596324 9360222 8136129 1224093 1224093 1224093 2277717 1224093 596324 1875336 1875336 39837 20984 15925 2928 10020 10020 4669 1606 2839 224 6606 6606 4932 4932 205010 205010 1890 22 1833 35 393 393 60960 60960 2937 2937 2212590 2163918 45485 3187 40454 101863 635714 446800 142 15 28296533 26302491 61020 18014 29033863 26869183 43933 54427 3985274 3485274 4029207 3539701 X 25004656 23329482 25004656 23329482 29033863 26869183 65127 -1740301 X false true X true X 1350622 71608 556722 640714 457300 3076966 1350622 71608 556722 640714 457300 3076966 176869 2900097 487006 484803 538670 622768 596324 2729571 5806537 0.49950 0.56460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED PROGRAM RELATED STOCKS 22324147 F PROGRAM RELATED GOVERNMENT BONDS 2790896 F PROGRAM RELATED MONEY MARKET 1187448 F 26302491 LINE OF CREDIT 3485274 3485274 X 332406 -1740301 -1740301 2072707 205010 205010 2277717 2007580 2007580 205010 205010 2212590 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS EVALUATED ITS POTENTIAL EXPOSURE FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS EXPRESSED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2016. TAX RETURNS FOR THE PAST THREE TAX YEARS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS. true US FISH & WILDLIFE SERVICES (USFWS) 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 GOV 215082 SUPPORT REFUGE OPS US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 385651 RAPID LAKES UNIT MINNESOTA VALLEY LANDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 204162476 501C3 1145391 PURCHASE PROPERTY SUPPORT OPERATIONS REFUGE FRIENDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 208644416 501C3 84212 ENVIRONMENTAL EDU. MINNESOTA WATERFOWL ASSOCIATION 907 FIRST STREET NORTH HOPKINS MN 55343 416078888 501 C3 45000 SUPPORT BIOLOGIST 4 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS OF FUNDS TO USFWS FOR GEOGRAPHIC INFORMATION AND HABITAT WORK: THE TRUST RECEIVES A MONTHLY ITEMIZED INVOICE OR AGREED UPON BILLING FROM USFWS FOR ALL EXPENSES RELATED TO WORK PERFORMED RELATIVE TO GEOGRAPHIC INFORMATION SYSTEMS AND OTHER HABITAT WORK. THE REVIEW PROCEDURES ARE THE SAME AS MENTIONED IN ABOVE PARAGRAPH. GRANT OF FUNDS TO USFWS FOR OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITOR CENTER: THE TRUST RECEIVES A MONTHLY ITEMIZED INVOICE FROM THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (USFWS) 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. GRANTS OF CASH AND REAL PROPERTY TO MINNESOTA VALLEY LANDS, INC (MVL): THE MINNESOTA VALLEY 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 AND FOR REFUGE ENVIRONMENTAL EDUCATION: THE TRUST BOARD OF DIRECTORS RECEIVE AN ANNUAL REPORT FROM THE REFUGE FRIENDS. INC. 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 RECEIVE AN ANNUAL REPORT FROM THE ASSOCIATION ON ALL ACTIVITIES ASSOCIATED WITH THE GRANT FUNDS. FORM 990 - ORGANIZATION'S MISSION 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 THE TRUST CONTINUED FUNDING THE STAFFING AND OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITORS CENTER ON THE MVNWR. TOTAL GRANT CONTRIBUTION FOR THIS PURPOSE IN FY16 WAS 385,651. ADDITIONAL TRUST EXPENSES TOTALING 215,082 REPRESENTING GRANTS TO THE MVNWR INCLUDED: -CONTRACTED WITH A PROFESSIONAL TO PROVIDE GEOGRAPHIC INFORMATION SYSTEMS SERVICES FOR THE MVNWR AND TRUST - 38,718. -REPLACED THE BOARDWALK WITH VIEWING PLATFORM FOR THE PUBLIC'S USE ON THE LONG MEADOW LAKE UNIT OF THE MVNWR - 151,364. -PAID FOR THE USFWS ACQUISITION OF AN EASEMENT ON PRIVATE PROPERTY IN THE LONG MEADOW LAKE UNIT OF THE MVNWR - 25,000 IN ADDITION, THE TRUST: -MADE CHALLENGE GRANT PAYMENTS TO REFUGE FRIENDS, INC. TO SUPPORT THE BLUE GOOSE BUS FUND - 34,212. THROUGH THIS PROGRAM, SCHOOLS ARE PROVIDED SUPPORT FOR ENVIRONMENTAL EDUCATION PROGRAMMING ON THE MVNWR, INCLUDING FREE BUSING FOR SCHOOL DISTRICTS. -MADE A GRANT TO REFUGE FRIENDS, INC. TO SUPPORT ENVIRONMENTAL EDUCATION ACTIVITIES ON THE MVNWR - 50,000. -MADE A GRANT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION THAT COORDINATES HABITAT WORK ON LANDS OWNED AND MANAGED BY THE MVNWR AND PRIVATE LANDS - 45,000 (PAID FOR SECOND YEAR OF A TWO YEAR COMMITMENT). 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 11A 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 MINNESOTA VALLEY LANDS INC L MINNESOTA VALLEY LANDS INC O MINNESOTA VALLEY LANDS INC Q MINNESOTA VALLEY LANDS INC R