MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC (EIN 41-1982575)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-12-09
IRS object ID
201503439349300745
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-12-09T16:59:05-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHERRY D HEFFERNAN LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16650 HORSESHOE BEND DRAddressLine1Txt
CityCORCORANCityNm
State AbbreviationMNStateAbbreviationCd
ZIP553409549ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411982575EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA VALLEY NATIONAL WILDLIFEBusinessNameLine1Txt
Business Name Line2REFUGE TRUST INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMINNBusinessNameControlTxt
Phone6128011935PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13815 EAST AMERICAN BOULEVARDAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD CROZIERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6128011935PhoneNum
Signature2015-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHERRY D HEFFERNAN LTDPreparerPersonNm
PTINP00949190PTIN
Phone7634786518PhoneNum
Preparation2015-12-09PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEDWARD CROZIERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13815 EAST AMERICAN BOULEVARDAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,914,376GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MNVALLEYTRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$556,722PYContributionsGrantsAmt
CY Contributions Grants$640,714CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,122,091PYInvestmentIncomeAmt
CY Investment Income$2,060,991CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,678,813PYTotalRevenueAmt
CY Total Revenue$2,701,705CYTotalRevenueAmt
PY Grants And Similar Paid$1,775,539PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,540,053CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$67,414PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$54,786CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,913CYTotalFundraisingExpenseAmt
PY Other Expenses$276,460PYOtherExpensesAmt
CY Other Expenses$288,696CYOtherExpensesAmt
PY Total Expenses$2,119,413PYTotalExpensesAmt
CY Total Expenses$1,883,535CYTotalExpensesAmt
PY Revenues Less Expenses$1,559,400PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$818,170CYRevenuesLessExpensesAmt
Total Assets BOY$28,979,023TotalAssetsBOYAmt
Total Assets EOY$29,033,863TotalAssetsEOYAmt
Total Liabilities BOY$4,036,964TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,029,207TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,942,059NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,004,656NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,842,533ExpenseAmt
Grant$1,540,053GrantAmt
DescTHE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST, INC. COMPLETED FEE TITLE ACQUISITION OF A 154.6 ACRE PARCEL OF LAND IN SCOTT COUNTY DURING FY15. TRUST EXPENDED 808,500 PLUS ACQUISITION-RELATED COSTS TO ACQUIRE THIS PROPERTY FOR A STRATEGIC EXPANSION OF THE ST. LAWRENCE UNIT FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE (MVNWR). THE PROPERTY WAS 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 FY15 WAS 301,296. ADDITIONAL EXPENSES TOTALING 125,691 REPRESENTING OTHER GRANTS TO THE MVNWR INCLUDED: -TRUST CONTRACTED WITH A PROFESSIONAL TO DO WORK RELATED TO GEOGRAPHIC INFORMATION SYSTEMS FOR THE MVNWR AND TRUST. TOTAL COST WAS 50,000 FOR THE YEAR. -TRUST CONTINUED SUPPORTING THE BLUE GOOSE BUS FUND WITH A GRANT OF 36,965 TO REFUGE FRIENDS, INC. THROUGH THIS PROGRAM, SCHOOLS ARE PROVIDED SUPPORT FOR ENVIRONMENTAL EDUCATION PROGRAMMING ON THE MVNWR, INCLUDING FREE BUSING FOR SCHOOL DISTRICTS. -TRUST PAID 31,500 ON ITS TWO-YEAR GRANT COMMITMENT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION THAT COORDINATES HABITAT WORK ON LANDS OWNED AND MANAGED BY THE MVNWR AND PRIVATE LANDS. -TRUST COMPLETED HABITAT WORK ON THE MVNWR, WHICH REPRESENTED A GRANT OF 7,226 TO THE MVNWR. THIS WORK IS BEING DONE UNDER A GRANT FROM THE STATE OF MINNESOTA, AS RECOMMENDED BY THE LEGISLATIVE-CITIZEN COMMISSIONER ON MINNESOTA RESOURCES. THE TRUST GRANTED 300,000 TO MINNESOTA VALLEY LANDS, INC., ITS SUBSIDIARY, FOR THE PURPOSE OF SUPPORTING ITS OPERATIONS AND HABITAT RESTORATION AND ENHANCEMENT WORK.Desc
Total Program Service Expenses$1,842,533TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY BRENPersonNm
Phone6516880333PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11665 HICKORY LANEAddressLine1Txt
CityEAGANCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55122ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JAMES ISCHE
DIRECTOR1.00Yes (X)$0$0$0
CYNTHIA OSMUNDSON
DIRECTOR/ TR1.00Yes (X)$0$0$0Yes (X)
LOIS NORRGARD
DIRECTOR/PRE1.00Yes (X)$0$0$0Yes (X)
JOHN WOLF
DIRECTOR1.00Yes (X)$0$0$0
EDWARD CROZIER
DIRECTOR1.00Yes (X)$0$0$0
DEBORAH LOON
EXECUTIVE DI15.00$50,000$4,140$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$50,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,140TotReportableCompRltdOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO ADVISORSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line18500 NORMANDALE LAKE BLVDAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55437ZIPCd
FieldValueIRS element (for citing)
ServicesADVISORSServicesDesc
Compensation$217,888CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$635,714GovernmentGrantsAmt
All Other Contributions$5,000AllOtherContributionsAmt
Total Contributions$640,714TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$622,768TotalRevenueColumnAmt
Exclusion$622,768ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,650,894SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,212,671SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,438,223SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,438,223TotalRevenueColumnAmt
Related Or Exempt Func Income$1,438,223RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,701,705TotalRevenueColumnAmt
Related Or Exempt Func Income$1,438,223RelatedOrExemptFuncIncomeAmt
Exclusion$622,768ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,540,053TotalAmt
Program Services$1,540,053ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$41,507TotalAmt
Program Services$24,557ProgramServicesAmt
Management And General$15,172ManagementAndGeneralAmt
Fundraising$1,778FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,386TotalAmt
Management And General$9,386ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,893TotalAmt
Program Services$2,032ProgramServicesAmt
Management And General$1,726ManagementAndGeneralAmt
Fundraising$135FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$292TotalAmt
Program Services$292ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,918TotalAmt
Management And General$4,918ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$217,888TotalAmt
Program Services$217,888ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,400TotalAmt
Program Services$1,400ProgramServicesAmt
Management And General$1,000ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,839TotalAmt
Program Services$1,064ProgramServicesAmt
Management And General$2,775ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$476TotalAmt
Program Services$20ProgramServicesAmt
Management And General$456ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$55,227TotalAmt
Program Services$55,227ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,656TotalAmt
Management And General$3,656ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,883,535TotalAmt
Program Services$1,842,533ProgramServicesAmt
Management And General$39,089ManagementAndGeneralAmt
Fundraising$1,913FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$42,957BOYAmt
EOY$40,454EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$614,254BOYAmt
EOY$635,714EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$142EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$28,308,196BOYAmt
EOY$28,296,533EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,616BOYAmt
EOY$61,020EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,979,023BOYAmt
EOY$29,033,863EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$51,690BOYAmt
EOY$43,933EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,985,274BOYAmt
EOY$3,985,274EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,036,964BOYAmt
EOY$4,029,207EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,942,059BOYAmt
EOY$25,004,656EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,942,059BOYAmt
EOY$25,004,656EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,979,023BOYAmt
EOY$29,033,863EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$818,170ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$755,573NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,242,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,350,622CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,608CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$556,722CurrentTaxYearMinus1YearAmt
Current Tax Year$640,714CurrentTaxYearAmt
Total$3,861,990TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,242,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,350,622CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,608CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$556,722CurrentTaxYearMinus1YearAmt
Current Tax Year$640,714CurrentTaxYearAmt
Total$3,861,990TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$161,937SubstantialContributorsTotAmt
Public Support Total170$3,700,053PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$557,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$487,006CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$484,803CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$538,670CurrentTaxYearMinus1YearAmt
Current Tax Year$622,768CurrentTaxYearAmt
Total$2,691,146TotalAmt
FieldValueIRS element (for citing)
Total Support$6,553,136TotalSupportAmt
Public Support CY1700.56460PublicSupportCY170Pct
Public Support PY1700.56200PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PROGRAM RELATED STOCKS$24,577,380F
PROGRAM RELATED GOVERNMENT BONDS$2,460,872F
PROGRAM RELATED MONEY MARKET$1,258,281F
FieldValueIRS element (for citing)
Total Book Value Program Rltd$28,296,533TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLINE OF CREDITDesc
Amt$3,985,274Amt
FieldValueIRS element (for citing)
Total Liability$3,985,274TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,728,244TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$755,573NetUnrealizedGainsInvstAmt
Revenue Not Reported-$755,573RevenueNotReportedAmt
Revenue Subtotal$2,483,817RevenueSubtotalAmt
Investment Expenses Not Incld$217,888InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$217,888RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,701,705TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,665,647TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,665,647ExpensesSubtotalAmt
Investment Expenses Not Incld2$217,888InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$217,888ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,883,535TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS EVALUATED ITS POTENTIAL EXPOSURE FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS EXPRESSED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2015. TAX RETURNS FOR THE PAST THREE TAX YEARS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
US FISH & WILDLIFE SERVICE (USFWS)
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425530201504$301,296RAPID LAKES UNIT
US FISH & WILDLIFE SERVICE
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425530201504$50,000GEOGRAPHIC INFO
US FISH & WILDLIFE SERVICE
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425530201504$7,226GRANTS
MINNESOTA VALLEY LANDS INC
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425204162476$300,000SUPPORT OPERATIONS501C3$813,066PURCHASEPROPERTY
REFUGE FRIENDS INC
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425208644416$36,965ENVIRONMENTAL EDU.501C3
MINNESOTA WATERFOWL ASSOCIATION
907 FIRST STREET NORTHHOPKINSMN55343416078888$31,500SUPPORT BIOLOGIST501 C3
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANT 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 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. 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 RECEIVES 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 RECEIVES AN ANNUAL REPORT FROM THE ASSOCIATION ON ALL ACTIVITIES ASSOCIATED WITH THE GRANT FUNDS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTO 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 4ATHIS PURPOSE IN FY15 WAS 301,296. ADDITIONAL EXPENSES TOTALING 125,691 REPRESENTING OTHER GRANTS TO THE MVNWR INCLUDED: -TRUST CONTRACTED WITH A PROFESSIONAL TO DO WORK RELATED TO GEOGRAPHIC INFORMATION SYSTEMS FOR THE MVNWR AND TRUST. TOTAL COST WAS 50,000 FOR THE YEAR. -TRUST CONTINUED SUPPORTING THE BLUE GOOSE BUS FUND WITH A GRANT OF 36,965 TO REFUGE FRIENDS, INC. THROUGH THIS PROGRAM, SCHOOLS ARE PROVIDED SUPPORT FOR ENVIRONMENTAL EDUCATION PROGRAMMING ON THE MVNWR, INCLUDING FREE BUSING FOR SCHOOL DISTRICTS. -TRUST PAID 31,500 ON ITS TWO-YEAR GRANT COMMITMENT TO THE MINNESOTA WATERFOWL ASSOCIATION FOR A BIOLOGIST POSITION THAT COORDINATES HABITAT WORK ON LANDS OWNED AND MANAGED BY THE MVNWR AND PRIVATE LANDS. -TRUST COMPLETED HABITAT WORK ON THE MVNWR, WHICH REPRESENTED A GRANT OF 7,226 TO THE MVNWR. THIS WORK IS BEING DONE UNDER A GRANT FROM THE STATE OF MINNESOTA, AS RECOMMENDED BY THE LEGISLATIVE-CITIZEN COMMISSIONER ON MINNESOTA RESOURCES. THE TRUST GRANTED 300,000 TO MINNESOTA VALLEY LANDS, INC., ITS SUBSIDIARY, FOR THE PURPOSE OF SUPPORTING ITS OPERATIONS AND HABITAT RESTORATION AND ENHANCEMENT WORK.
FORM 990, PAGE 6, PART VI, LINE 8BTHE 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 11BFORM 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 12CBOARD MEMBERS ANNUALLY FILE STATEMENT COMMITTING TO DISCLOSURE OF ANY CONFLICTS OF INTEREST OR PERCEIVED CONFLICTS OF INTEREST THAT MAY ARISE DURING THE YEAR.
FORM 990, PAGE 6, PART VI, LINE 15ABOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND REVIEWS COMPARABILITY DATA.
FORM 990, PAGE 6, PART VI, LINE 19WILL BE PROVIDED BY MAIL OR EMAIL UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA VALLEY LANDS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13815 EAST AMERICAN BOULEVARDAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd
FieldValueIRS element (for citing)
EIN204162476EIN
Primary ActivitiesHOLD PROP.PrimaryActivitiesTxt
Legal Domicile StateMNLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status11APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1TAXPAYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxt
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

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