2015-12-09T16:59:05-06:00 2015-06-30 SHERRY D HEFFERNAN LTD 6650 HORSESHOE BEND DR CORCORAN MN 553409549 990 2014-07-01 411982575 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC MINN 6128011935 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 EDWARD CROZIER PRESIDENT 6128011935 2015-11-14 true SHERRY D HEFFERNAN LTD P00949190 7634786518 2015-12-09 2014 2016-02-25 16:41:14Z EDWARD CROZIER 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 11914376 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 2 5 0 556722 640714 0 3122091 2060991 0 3678813 2701705 1775539 1540053 0 67414 54786 0 1913 276460 288696 2119413 1883535 1559400 818170 28979023 29033863 4036964 4029207 24942059 25004656 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 1842533 1540053 THE 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. 1842533 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 2 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 MARY BREN 6516880333 1665 HICKORY LANE EAGAN MN 55122 JAMES ISCHE DIRECTOR 1.00 X 0 0 0 CYNTHIA OSMUNDSON DIRECTOR/ TR 1.00 X X 0 0 0 LOIS NORRGARD DIRECTOR/PRE 1.00 X X 0 0 0 JOHN WOLF DIRECTOR 1.00 X 0 0 0 EDWARD CROZIER DIRECTOR 1.00 X 0 0 0 DEBORAH LOON EXECUTIVE DI 15.00 X 50000 4140 0 50000 4140 false false false WELLS FARGO ADVISORS 8500 NORMANDALE LAKE BLVD BLOOMINGTON MN 55437 ADVISORS 217888 1 635714 5000 640714 622768 622768 10650894 9212671 1438223 1438223 1438223 2701705 1438223 622768 1540053 1540053 41507 24557 15172 1778 9386 9386 3893 2032 1726 135 292 292 4918 4918 217888 217888 2400 1400 1000 3839 1064 2775 476 20 456 55227 55227 3656 3656 1883535 1842533 39089 1913 42957 40454 614254 635714 142 28308196 28296533 13616 61020 28979023 29033863 51690 43933 3985274 3985274 4036964 4029207 X 24942059 25004656 24942059 25004656 28979023 29033863 818170 -755573 X false true X true X 1242324 1350622 71608 556722 640714 3861990 1242324 1350622 71608 556722 640714 3861990 161937 3700053 557899 487006 484803 538670 622768 2691146 6553136 0.56460 0.56200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED PROGRAM RELATED STOCKS 24577380 F PROGRAM RELATED GOVERNMENT BONDS 2460872 F PROGRAM RELATED MONEY MARKET 1258281 F 28296533 LINE OF CREDIT 3985274 3985274 X 1728244 -755573 -755573 2483817 217888 217888 2701705 1665647 1665647 217888 217888 1883535 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, 2015. TAX RETURNS FOR THE PAST THREE TAX YEARS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS. true US FISH & WILDLIFE SERVICE (USFWS) 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 301296 RAPID LAKES UNIT US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 50000 GEOGRAPHIC INFO US FISH & WILDLIFE SERVICE 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 7226 GRANTS MINNESOTA VALLEY LANDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 204162476 501C3 300000 813066 PURCHASE PROPERTY SUPPORT OPERATIONS REFUGE FRIENDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 208644416 501C3 36965 ENVIRONMENTAL EDU. MINNESOTA WATERFOWL ASSOCIATION 907 FIRST STREET NORTH HOPKINS MN 55343 416078888 501 C3 31500 SUPPORT BIOLOGIST 4 SCHEDULE I, PAGE 1, PART I, LINE 2 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 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. 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 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. 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. 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