MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC (EIN 41-1982575)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-03-02
IRS object ID
201210629349301366
Schema version
2010v3.7
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)
Timestamp2012-03-02T10:37:50-06:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHERRY D HEFFERNAN LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16650 HORSESHOE BEND DRAddressLine1
CityCORCORANCity
StateMNState
ZIP Code553409549ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN411982575EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA VALLEY NATIONAL WILDLIFEBusinessNameLine1
Business Name Line2REFUGE TRUST INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMINNNameControl
Phone6128011935Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13815 EAST AMERICAN BOULEVARDAddressLine1
CityBLOOMINGTONCity
StateMNState
ZIP Code55425ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDIRK PETERSONName
TitlePRESIDENTTitle
Phone6128011935Phone
Date Signed2011-12-13DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSHERRY D HEFFERNAN LTDName
Phone7634786518Phone
Date Prepared2012-03-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDIRK PETERSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13815 EAST AMERICAN BOULEVARDAddressLine1
CityBLOOMINGTONCity
StateMNState
ZIP Code55425ZIPCode
FieldValueIRS element (for citing)
Gross Receipts16585579GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MNVALLEYTRUST.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2000YearFormation
State Legal DomicileMNStateLegalDomicile
Activity Or Mission DescriptionIMPLEMENT PROJECTS TO MITIGATE IMPACT OF THE NEW NORTH-SOUTH RUNWAY AT MINNEAPOLIS-ST. PAUL INTERNATIONAL AIRPORT ON THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers5TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year694716ContributionsGrantsPriorYear
Contributions Grants Current Year1242324ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year1948587InvestmentIncomePriorYear
Investment Income Current Year2976425InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year2643303TotalRevenuePriorYear
Total Revenue Current Year4218749TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3065150GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1866982GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year77199SalariesEtcPriorYear
Salaries Etc Current Year84118SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year757TotalFundrsngExpCurrentYear
Other Expense Prior Year197911OtherExpensePriorYear
Other Expenses Current Year238198OtherExpensesCurrentYear
Total Expenses Prior Year3340260TotalExpensesPriorYear
Total Expenses Current Year2189298TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-696957RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2029451RevenuesLessExpensesCY
Total Assets BOY20570315TotalAssetsBOY
Total Assets EOY24817050TotalAssetsEOY
Total Liabilities BOY2208516TotalLiabilitiesBOY
Total Liabilities EOY2613235TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY18361799NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY22203815NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionIMPLEMENT PROJECTS TO MITIGATE IMPACT OF THE NEW NORTH-SOUTH RUNWAY AT MINNEAPOLIS-ST. PAUL INTERNATIONAL AIRPORT ON THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense2112800Expense
Grants1866982Grants
DescriptionTHE MINNESOTA VALLEY TRUST COMPLETED SIX LAND ACQUISITION DEALS TO EXPAND THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE BY 417 ACRES. SPECIFICALLY: 1.ACQUIRED 163.8 ACRES OF HIGH QUALITY HABITAT IN THE MINNESOTA RIVER VALLEY FROM THREE LANDOWNERS IN SIBLEY COUNTY, MINNESOTA TO EXPAND THE JESSENLAND UNIT OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. THE LAND WAS ACQUIRED IN PART WITH FUNDING FROM THE MINNESOTA OUTDOOR HERITAGE FUND, AS RECOMMENDED BY THE LESSARD-SAMS OUTDOOR HERITAGE COUNCIL. 2.ACQUIRED 150.17 ACRES OF HIGH QUALITY HABITAT IN THE MINNESOTA RIVER VALLEY FROM TWO LANDOWNERS IN SCOTT COUNTY, MINNESOTA TO EXPAND THE BLAKELY UNIT OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. 3.ACQUIRED 103 ACRES OF HIGH QUALITY HABITAT FROM ONE LANDOWNER IN SCOTT COUNTY TO EXPAND THE ST. LAWRENCE UNIT OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. THIS ACQUISITION WAS COMPLETED WITH SUPPORT FROM THE MINNESOTA ENVIRONMENT AND NATURAL RESOURCES TRUST FUND, AS RECOMMENDED BY THE LEGISLATIVE-CITIZEN COMMISSION ON MINNESOTA RESOURCES. ALL LANDS ACQUIRED BY THE MINNESOTA VALLEY TRUST ARE DEEDED IMMEDIATELY TO ITS SUBSIDIARY, MINNESOTA VALLEY LANDS, INC. FOR RESTORATION OF THE WETLANDS, GRASSLANDS / PRAIRIES AND FLOODPLAIN FOREST, AS WELL AS CONSTRUCTION OF PUBLIC USE FACILITIES. THE PROPERTY WILL BE DONATED TO THE USFWS FOR LONG-TERM MANAGEMENT BY THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT. DURING THE FISCAL YEAR, THE MINNESOTA VALLEY TRUST WAS WORKING WITH OTHER LANDOWNERS INTERESTED IN SELLING OR DONATING THEIR LAND FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT. THE TRUST WORKS WITHIN THE EXPANSION AREAS DELINEATED BY THE USFWS THROUGH ITS COMPREHENSIVE CONSERVATION PLANNING PROCESS. THE MINNESOTA VALLEY TRUST MADE A GRANT OF 10,000 TO THE WATER RESOURCES CENTER AT THE UNIVERSITY OF MINNESOTA - MANKATO TO SUPPORT THE PRODUCTION OF A VIDEO DOCUMENTARY, "WORKING TOGETHER FOR THE MINNESOTA RIVER." THE DOCUMENTARY WAS COMPLETED DURING 2010-11, BROADCAST IN FULL ON THE LOCAL NBC STATION ON JUNE 12 AND DEVELOPED INTO A DVD. THE MINNESOTA VALLEY TRUST ALSO MADE A GRANT OF 8,000 TO THE REFUGE FRIENDS, INC. FOR ITS BLUE GOOSE BUS FUND. THE FUND SUBSIDIZES BUSING OF SCHOOL CHILDREN TO THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE FOR ENVIRONMENTAL EDUCATION PROGRAMMING.Description
Total Program Service Expense2112800TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvesttrueReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10968NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMARY BRENNamePerson
Telephone Number6516880333TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11665 HICKORY LANEAddressLine1
CityEAGANCity
StateMNState
ZIP Code55122ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JAMES ISCHE
DIRECTOR/TRE1.00XX95400
LOIS NORRGARD
DIRECTOR1.00X54000
DIRK PETERSON
DIRECTOR/PRE2.00XX000
JAMES COX
DIRECTOR1.00X000
LORI NELSON
DIRECTOR1.00X000
DEBORAH LOON
EXECUTIVE DI20.00X8262443770
FieldValueIRS element (for citing)
Total Reportable Comp From Org84118TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs4377TotalReportableCompFrmRltdOrgs
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO ADVISORSBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18500 NORMANDALE LAKE BLVDAddressLine1
CityBLOOMINGTONCity
StateMNState
ZIP Code55437ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesADVISORSDescriptionOfServices
Compensation175839Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Government Grants1000046GovernmentGrants
All Other Contributions242278AllOtherContributions
Total Contributions1242324TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column557899TotalRevenueColumn
Exclusion$557,899ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities14785356Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities12366830Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2418526Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2418526TotalRevenueColumn
Related Or Exempt Function Income2418526RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4218749TotalRevenueColumn
Related Or Exempt Function Income2418526RelatedOrExemptFunctionIncome
Exclusion$557,899ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1866982Total
Program Services1866982ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total84118Total
Program Services67058ProgramServices
Management And General16303ManagementAndGeneral
Fundraising757Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total644Total
Management And General644ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total11390Total
Management And General11390ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total175839Total
Program Services175839ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total7485Total
Program Services1700ProgramServices
Management And General5785ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2430Total
Program Services1221ProgramServices
Management And General1209ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total1648Total
Management And General1648ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total35028Total
Management And General35028ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total3734Total
Management And General3734ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2189298Total
Program Services2112800ProgramServices
Management And General75741ManagementAndGeneral
Fundraising757Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY91963BOY
EOY52311EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY493054BOY
EOY1494478EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2600BOY
EOY62618EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY19955703BOY
EOY23184941EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY26995BOY
EOY22702EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY20570315BOY
EOY24817050EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY88149BOY
EOY42868EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY2120367BOY
EOY2570367EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2208516BOY
EOY2613235EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
EOY22203815EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY18361799BOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY18361799BOY
EOY22203815EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY20570315BOY
EOY24817050EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses2029451ReconcilationRevenueExpenses
Reconcilation Other Changes1812565ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years280400CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years796478CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years423338CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year694716CurrentTaxYearMinus1Year
Current Tax Year1242324CurrentTaxYear
Total3437256Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years280400CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years796478CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years423338CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year694716CurrentTaxYearMinus1Year
Current Tax Year1242324CurrentTaxYear
Total3437256Total
FieldValueIRS element (for citing)
Public Support Total1703437256PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years801799CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years684302CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years734225CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year700235CurrentTaxYearMinus1Year
Current Tax Year557899CurrentTaxYear
Total3478460Total
FieldValueIRS element (for citing)
Total Support6915716TotalSupport
Public Support Pertcentage1700.49700PublicSupportPertcentage170
Public Support Pertcent Prior Year0.40540PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed4955 TaxfalseForm4720Filed4955Tax
Correction MadefalseCorrectionMade
Form1120 Pol FiledfalseForm1120PolFiled
Form4720 FiledfalseForm4720Filed
VolunteersfalseVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationstrueGrantsOtherOrganizations
Grants Other Organizations$1,077GrantsOtherOrganizationsAmount
Direct Contact LegislatorsfalseDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB1077TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3
Form4720 Filed4912 TaxfalseForm4720Filed4912Tax
Substantially All Dues NondeductfalseSubstantiallyAllDuesNondeduct
Only In House LobbyingfalseOnlyInHouseLobbying
Agree To Carryover Prior YearfalseAgreeToCarryoverPriorYear

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
Return ReferenceSCHEDULE C, PART II-B, LINE 1IReturnReference
ExplanationA PAYMENT OF 1077 WAS MADE TO PAY FOR PORTION OF COLLABORATIVE GRASSROOTS LOBBYING CALLING CAMPAIGN REGARDING LEGISLATIVE ISSUES.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
DescriptionPROGRAM RELATED INVESTMENTSDescription
Book Value23184941BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Program Related23184941TotalOfBookValueProgramRelated

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionLINE OF CREDITDescription
Amount$2,570,367Amount
FieldValueIRS element (for citing)
Total Of Amounts2570367TotalOfAmounts
Total Revenue4218749TotalRevenue
Total Expenses2189298TotalExpenses
Excess Or Deficit For Year2029451ExcessOrDeficitForYear
Net Unrealized GL On Investments1812565NetUnrealizedGLOnInvestments
Total Adjustments1812565TotalAdjustments
Excess Or Deficit Per FS3842016ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt5855475TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1812565NetUnrealizedGainsInvestments
Revenue Not Rptd F9901812565RevenueNotRptdF990
Revenue Subtotal4042910RevenueSubtotal
Investment Expenses Not Included175839InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt175839RevenueNotRptdOnFinStmt
Total Revenue Per Form9904218749TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2013459TotExpensesEtcAuditedFinclStmt
Expenses Subtotal2013459ExpensesSubtotal
Investment Expenses Not Included2175839InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt175839ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902189298TotalExpensesPerForm990

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
US FISH AND WILDLIFE SERVICE (USFWS
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425530201504GOV298829RAPIDS LAKE EVC OPS
MINNESOTA VALLEY LANDS INC
3815 EAST AMERICAN BLVDBLOOMINGTONMN55425204162476501100000SUPPORT OPERATIONS1450153PURCHASEPROPERTY
MN STATE UNIVERSITY-MANKATO
238 WIGLEY ADMIN CENTERMANKATOMN5600141168755450110000DOCUMENT MN RIVER
REFUGE FRIENDS INC
3815 EAST AMERICAN BLVDBLOOMINGTONMN554252086444165018000FREE BUSING- REFUGE
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants4TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2ReturnReference
ExplanationGRANT OF FUNDS TO UNITED STATES FISH AND WILDLIFE SERVICES (USFWS) FOR OPERATIONS OF THE RAPIDS LAKE EDUCATION AND VISITOR CENTER (EVC). 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. 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 MVL 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 MINNESOTA STATE UNIVERSITY-MANKATO: THE TRUST RECEIVES A REPORT ON THE USE OF THE FUNDS WHICH WAS TO SUPPORT PRODUCTION BY THE WATER RESOURCES CENTER AT MN STATE UNIVERSITY - MANKATO OF A DOCUMENTARY ABOUT THE MINNESOTA RIVER. GRANT OF FUNDS TO REFUGE FRIENDS, INC. FOR THE BLUE GOOSE BUS FUND: THE TRUST RECEIVES AN ANNUAL REPORT FROM THE REFUGE FRIENDS ON ALL RECEIPTS AND EXPENDITURES FROM THE BLUE GOOSE BUS FUND.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonFRIENDS OF THE MINNESOTA VALLEYNamePerson
FieldValueIRS element (for citing)
RelationshipBOARD MEMBERRelationship
Amount Of Transaction58695AmountOfTransaction
Description Of TransactionSHORT-TERM LOANDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierADDITIONAL INFORMATIONIdentifier
Return ReferenceSCHEDULE L PART VReturnReference
ExplanationLORI NELSON WAS APPOINTED TO TAXPAYERS BOARD OF DIRECTORS BY HER EMPLOYER FRIENDS OF THE MINNESOTA VALLEY FMV TAXPAYER MADE A SHORTTERM INTERESTFREE LOAN TO FMV TO PROVIDE CASH FLOW SO FMV COULD COMPLETE HABITAT RESTORATION ACTIVITIES ON THE MN VALLEY NATIONAL WILDLIFE REFUGE UNDER TERMS OF A GRANT WITH THE LEGISLATIVE CITIZEN COMMISSION ON MINNESOTA RESOURCES THE GRANT WAS PAYABLE ON A REIMBURSABLE BASIS AND A POTENTIAL STATE GOVERNMENT SHUTDOWN WAS EXPECTED TO CAUSE SIGNIFICANT FINANCIAL HARDSHIP TO FMV AS THE GRANT WOULD NOT BE PAID DURING THE SHUTDOWN FMV NEEDED CASH TO COMPLETE THE WORK AND PAY THE VENDORS THE LOAN WAS APPROVED BY THE TRUST BOARD OF DIRECTORS AS IT WAS DETERMINED TO BE DIRECTLY RELATED TO THE MISSION AND PURPOSE OF THE TRUST BENEFIT TO THE MN VALLEY NATIOANL WILDLIFE REFUGE MS NELSON DECLARED A CONFLICT OF INTEREST AND DID NOT PARTICIPATE IN THE BOARD CONSIDERATION AND VOTE A LOAN AGREEMENT WAS SIGNED AND THE LOAN WAS REPAID IN FULL BY FMV ON 1052011 MS NELSON ALSO SERVES ON THE MINNESOTA VALLEY LANDS BOARD OF DIRECTORS BY VIRTURE OF HER BOARD POSITION ON MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INCExplanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
FIRST ACHIEVEMENT DESCRIPTIONFORM 990, PAGE 2, PART III, LINE 4AUNIT OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. 3.ACQUIRED 103 ACRES OF HIGH QUALITY HABITAT FROM ONE LANDOWNER IN SCOTT COUNTY TO EXPAND THE ST. LAWRENCE UNIT OF THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. THIS ACQUISITION WAS COMPLETED WITH SUPPORT FROM THE MINNESOTA ENVIRONMENT AND NATURAL RESOURCES TRUST FUND, AS RECOMMENDED BY THE LEGISLATIVE-CITIZEN COMMISSION ON MINNESOTA RESOURCES. ALL LANDS ACQUIRED BY THE MINNESOTA VALLEY TRUST ARE DEEDED IMMEDIATELY TO ITS SUBSIDIARY, MINNESOTA VALLEY LANDS, INC. FOR RESTORATION OF THE WETLANDS, GRASSLANDS / PRAIRIES AND FLOODPLAIN FOREST, AS WELL AS CONSTRUCTION OF PUBLIC USE FACILITIES. THE PROPERTY WILL BE DONATED TO THE USFWS FOR LONG-TERM MANAGEMENT BY THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT. DURING THE FISCAL YEAR, THE MINNESOTA VALLEY TRUST WAS WORKING WITH OTHER LANDOWNERS INTERESTED IN SELLING OR DONATING THEIR LAND FOR THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE AND WETLAND MANAGEMENT DISTRICT. THE TRUST WORKS WITHIN THE EXPANSION AREAS DELINEATED BY THE USFWS THROUGH ITS COMPREHENSIVE CONSERVATION PLANNING PROCESS. THE MINNESOTA VALLEY TRUST MADE A GRANT OF 10,000 TO THE WATER RESOURCES CENTER AT THE UNIVERSITY OF MINNESOTA - MANKATO TO SUPPORT THE PRODUCTION OF A VIDEO DOCUMENTARY, "WORKING TOGETHER FOR THE MINNESOTA RIVER." THE DOCUMENTARY WAS COMPLETED DURING 2010-11, BROADCAST IN FULL ON THE LOCAL NBC STATION ON JUNE 12 AND DEVELOPED INTO A DVD. THE MINNESOTA VALLEY TRUST ALSO MADE A GRANT OF 8,000 TO THE REFUGE FRIENDS, INC. FOR ITS BLUE GOOSE BUS FUND. THE FUND SUBSIDIZES BUSING OF SCHOOL CHILDREN TO THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE FOR ENVIRONMENTAL EDUCATION PROGRAMMING.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND CONTRACT ACCOUNTANT, AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CBOARD ANNUALLY REVIEWS THE POLICY. EACH DIRECTOR AND OFFICER ANNUALLY SIGNS THE STATEMENT AGREEING TO COMPLY WITH THE POLICY.
COMPENSATION PROCESS FOR TOP OFFICIALFORM 990, PAGE 6, PART VI, LINE 15ATO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR THE ORGANIZATION USED A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL OF THE BOARD OF SUCH CONTRACT.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19WILL BE PROVIDED BY MAIL OR EMAIL UPON REQUEST.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1MINNESOTA VALLEY LANDS INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13815 EAST AMERICAN BOULEVARDAddressLine1
CityBLOOMINGTONCity
StateMNState
ZIP Code55425ZIPCode
FieldValueIRS element (for citing)
EIN204162476EIN
Primary ActivitiesHOLD PROP.PrimaryActivities
Legal Domicile StateMNLegalDomicileState
Exempt Code Section501C3ExemptCodeSection
Public Charity Status11APublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1TAXPAYERBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgtrueControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionType
MINNESOTA VALLEY LANDS INC
B
MINNESOTA VALLEY LANDS INC
Q
MINNESOTA VALLEY LANDS INC
N

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