2012-03-02T10:37:50-06:00 2011-06-30 SHERRY D HEFFERNAN LTD 6650 HORSESHOE BEND DR CORCORAN MN 553409549 990 2010-07-01 411982575 MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE TRUST INC MINN 6128011935 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 DIRK PETERSON 6128011935 2011-12-13 true SHERRY D HEFFERNAN LTD 7634786518 2012-03-02 2010 2016-02-24 21:20:13Z DIRK PETERSON 3815 EAST AMERICAN BOULEVARD BLOOMINGTON MN 55425 16585579 false X WWW.MNVALLEYTRUST.ORG X 2000 MN IMPLEMENT PROJECTS TO MITIGATE IMPACT OF THE NEW NORTH-SOUTH RUNWAY AT MINNEAPOLIS-ST. PAUL INTERNATIONAL AIRPORT ON THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. 5 5 0 5 0 694716 1242324 0 1948587 2976425 0 2643303 4218749 3065150 1866982 0 77199 84118 0 757 197911 238198 3340260 2189298 -696957 2029451 20570315 24817050 2208516 2613235 18361799 22203815 X IMPLEMENT PROJECTS TO MITIGATE IMPACT OF THE NEW NORTH-SOUTH RUNWAY AT MINNEAPOLIS-ST. PAUL INTERNATIONAL AIRPORT ON THE MINNESOTA VALLEY NATIONAL WILDLIFE REFUGE. false false 2112800 1866982 THE 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. 2112800 true true false true false false false false false false false false true false true false true true false false false false false false false false false true false false false false false false false false false true false false false false false true true true false false true 8 0 true 0 false false false false false false X 5 5 false false false false false false false true true false false true true true true true true true false false MN X MARY BREN 6516880333 1665 HICKORY LANE EAGAN MN 55122 JAMES ISCHE 1.00 X X 954 0 0 LOIS NORRGARD 1.00 X 540 0 0 DIRK PETERSON 2.00 X X 0 0 0 JAMES COX 1.00 X 0 0 0 LORI NELSON 1.00 X 0 0 0 DEBORAH LOON 20.00 X 82624 4377 0 84118 4377 false false false WELLS FARGO ADVISORS 8500 NORMANDALE LAKE BLVD BLOOMINGTON MN 55437 ADVISORS 175839 1 1000046 242278 1242324 557899 557899 14785356 12366830 2418526 2418526 2418526 4218749 2418526 557899 1866982 1866982 84118 67058 16303 757 644 644 11390 11390 175839 175839 7485 1700 5785 2430 1221 1209 1648 1648 35028 35028 3734 3734 2189298 2112800 75741 757 91963 52311 493054 1494478 2600 62618 19955703 23184941 26995 22702 20570315 24817050 88149 42868 2120367 2570367 2208516 2613235 X 22203815 18361799 18361799 22203815 20570315 24817050 2029451 1812565 X false true true X X 280400 796478 423338 694716 1242324 3437256 280400 796478 423338 694716 1242324 3437256 3437256 801799 684302 734225 700235 557899 3478460 6915716 0.49700 0.40540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false true 1077 false false false 1077 false false false false false SCHEDULE C, PART II-B, LINE 1I A PAYMENT OF 1077 WAS MADE TO PAY FOR PORTION OF COLLABORATIVE GRASSROOTS LOBBYING CALLING CAMPAIGN REGARDING LEGISLATIVE ISSUES. false false false false false false false false false false PROGRAM RELATED INVESTMENTS 23184941 F 23184941 LINE OF CREDIT 2570367 2570367 4218749 2189298 2029451 1812565 1812565 3842016 5855475 1812565 1812565 4042910 175839 175839 4218749 2013459 2013459 175839 175839 2189298 true US FISH AND WILDLIFE SERVICE (USFWS 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 530201504 GOV 298829 RAPIDS LAKE EVC OPS MINNESOTA VALLEY LANDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 204162476 501 100000 1450153 PURCHASE PROPERTY SUPPORT OPERATIONS MN STATE UNIVERSITY-MANKATO 238 WIGLEY ADMIN CENTER MANKATO MN 56001 411687554 501 10000 DOCUMENT MN RIVER REFUGE FRIENDS INC 3815 EAST AMERICAN BLVD BLOOMINGTON MN 55425 208644416 501 8000 FREE BUSING- REFUGE 4 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT 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. FRIENDS OF THE MINNESOTA VALLEY BOARD MEMBER 58695 SHORT-TERM LOAN false ADDITIONAL INFORMATION SCHEDULE L PART V LORI 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 INC FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A 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. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND CONTRACT ACCOUNTANT, AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C BOARD ANNUALLY REVIEWS THE POLICY. EACH DIRECTOR AND OFFICER ANNUALLY SIGNS THE STATEMENT AGREEING TO COMPLY WITH THE POLICY. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A TO 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 EXPLANATION 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 true false false true false false true false MINNESOTA VALLEY LANDS INC B MINNESOTA VALLEY LANDS INC Q MINNESOTA VALLEY LANDS INC N