Indian Tribe Trust

Welcome to the webpage of the Volkswagen Diesel Emissions Environmental Mitigation Trust for Indian Tribe Beneficiaries (the “Indian Tribe Trust”).

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The Defendants and Wilmington Trust, N.A. (the “Trustee”) have entered into an Environmental Mitigation Trust Agreement for Indian Tribe Beneficiaries (i.e., for federally-recognized Indian Tribes) (hereinafter, the “Indian Tribe Trust Agreement”) and establish the environmental mitigation trust described in that agreement (“Indian Tribe Mitigation Trust” or “Indian Tribe Trust”).  

The Indian Tribe Mitigation Trust was approved by Court Order on September 19, 2017 (the “Approval Order”) and a final fully executed version was filed with the Court on October 2, 2017 establishing October 2, 2017 as the Effective Date for the Trust pursuant to the terms of the Approval Order (the “Effective Date”).

January 5,2024- To view the Trustee’s post pursuant to Paragraph 5.0.5.5.5, please click here

January 2, 2024 - To view the Trustee Notice of the Cessation of Intralinks, please click here.

December 29,2023 -To view the Trustee Notice of Final Allocations Paid to Designated Beneficiaries for the Final Distribution of Trust Assets, please click here

November 28, 2023 - To view the Notice of Key Dates for Designated Beneficiaries under the Indian Tribe Trust modification, please click here.

November 22, 2023 - To view the Notice of Trust Modification Effective Date of Major Modifications to the Indian Tribe Trust Agreement, please click here.

October 30,2023 -  To view the Agreement to Modify Environmental Mitigation Trust Agreement for Indian Tribe Beneficiaries Together with Exhibits as filed on October 23, 2023, please click here

October 23, 2023- To view the WT Mitigation Notice of Major Modifications to the Indian Tribe Trust (10.23.2023), please click here

September 13,  2023 – To view the Notice of Filing of Trustee’s Accounting in accordance with subparagraph 5.0.5.3.4 of the Volkswagen Diesel Emissions Environmental Mitigation Trust for Indian Tribe Beneficiaries, please click here

June 1, 2022 –  To view the Trustee Notice of no Fifth Funding Cycle for the Indian Tribe Trust, please click here.

March 29, 2022  to view the Notice of Filing of Minor Modifications to the Indian Tribe Trust, please click here.

January 11, 2021 – To view the Trustee Notice of Final Allocations Paid to Designated Beneficiaries for the Third Funding Cycle, please click here.

June 18, 2020 –  Minor Modifications to the Indian Tribe Trust become effective.  To view the Trustee Notice (and related attachments), please click here.

May 19, 2020 –  To view the Trustee Notice and U.S. Notice of Filing of Minor Modifications to the Indian Tribe Trust, please click here.

 

The Consent Decrees require the Defendants to establish the Indian Tribe Mitigation Trust to fund the Indian Tribe Trust with funds to be used for environmental mitigation projects that reduce emissions of nitrogen oxides (“NOx”) where the Subject Vehicles were, are, or will be operated (“Eligible Mitigation Actions”), and to pay for Trust Administration Costs as set forth in the Indian Tribe Trust Agreement. 

The purpose of the Indian Tribe Trust is to expeditiously and efficiently fund Eligible Mitigation Actions to be proposed and administered by the Beneficiaries subject to the requirements of the Consent Decrees and the terms of the Indian Tribe Trust Agreement and to provide funds for the administration and operation in accordance with the terms of the Indian Tribe Trust, as set forth therein, the goal of each Eligible Mitigation Action shall be to achieve reductions of NOx emissions in the United States.

All of the requirements, deadline and filings related to the Determination of Beneficiary Status for Beneficiaries under the Indian Tribe Trust are set forth in full detail in Section IV Indian Tribe Mitigation Trust Beneficiaries paragraphs 4.0 through and including 4.2 and all the subparagraphs thereof. For your convenience, a summary of some of the key provisions are set forth below.

Each Indian Tribe may elect to become a Beneficiary hereunder by filing with the Court a Certification for Beneficiary Status under Environmental Mitigation Trust Agreement (Appendix D-3), containing each of the certifications required by subparagraphs 4.2.1 through 4.2.9, at the time it files its first funding request, including any request seeking DERA funds. At the time of filing the Certification Form with the Court, each Indian Tribe shall also provide a copy of the Certification Form to the Trustee in electronic format and by mail pursuant to Paragraph 6.0 and subparagraph 6.0.1. Each Indian Tribe that timely files such certifications shall be a “Certifying Entity.” Please also note that each Certification Form (Appendix D-3) must include a designation of a Lead Agency, certified by the Office of the Governor (or the analogous chief executive) of the Indian Tribe on whose behalf the Certification Form is submitted, indicating which agency, department, office, or division will have the delegated authority to act on behalf of and legally bind such Indian Tribe.

In accordance with subparagraph 4.0.2 of the Indian Tribe Trust, regarding the determination of Beneficiary status for Indian Tribes pursuant to subparagraphs 5.0.5 and 5.0.5.1, not later than 120 Days after the Trust Effective Date, the Trustee shall file with the Court, publish on its public-facing website, and serve on each Consent Decree Party and Certifying Entity lists indicating:

  • Which Certifying Entities filed certifications as to which no notice of objection has been filed.  Upon the filing of this Notice of Beneficiary Designation, each such Certifying Entity shall be deemed a “Beneficiary” hereunder; and
  • Which Certifying Entities timely filed certifications as to which a notice of objection has been filed pursuant to subparagraph 4.0.1, together with an explanation of the status of any such objection.  Each such Certifying Entity shall be a “Pending Beneficiary.”  Upon final resolution of each objection, the Pending Beneficiary shall either be deemed a Beneficiary or not qualified as a Beneficiary under this Indian Tribe Trust Agreement.

To view the Notice of Beneficiary Designation filed with the Court on January 29, 2018, please click here.

To view the Notice of Beneficiary Designation filed with the Court on May 17, 2019, please click here.

To view the Notice of Beneficiary Designation filed with the Court on May 15, 2020, please click here.

To view the Notice of Beneficiary Designation filed with the Court on May 17, 2021, please click here.

 

Please see the explanation on the home page at www.vwenvironmentalmitigationtrust.com.

Questions regarding Eligible Mitigation Actions: If you have questions or would like more information regarding Eligible Mitigation Actions, please contact the Lead Agency contact(s) designated for each Beneficiary, which information will be posted, in time, on this website.

The FAQ document is currently unavailable.  We apologize for the inconvenience.

Semi Annual Reporting Package

VW Semi-Annual Report - July to December 2023

Last updated 02/15/2024 | PDF

Previous Reports

Report Name Updated Link to download
Semi-Annual Report for Period Ending December 30, 2022 03/28/2023 Download PDF
Semi-Annual Report for Period Ending June 30, 2022 08/15/2022 Download PDF
Semi-Annual Report for Period Ending December 31, 2021 02/15/2022 Download PDF
Semi-Annual Report for Period Ending June 30, 2021 08/16/2021 Download PDF
Semi-Annual Report for Period Ending December 31, 2020 02/15/2021 Download PDF
Semi-Annual Report for Period Ending June 30, 2020 08/17/2020 Download PDF
Semi-Annual Report for Period Ending December 31, 2019 02/18/2020 Download PDF
Semi-Annual Report for Period Ending June 30, 2019 08/15/2019 Download PDF
Semi-Annual Report for the period ending December 31, 2018 02/15/2019 Download PDF
Semi-Annual Report for the period ending June 30, 2018 08/15/2018 Download PDF
Semi-Annual Report for the period ending December 31, 2017 04/02/2018 Download PDF
Report Name Semi-Annual Report for Period Ending December 30, 2022
Updated 03/28/2023
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Report Name Semi-Annual Report for Period Ending June 30, 2022
Updated 08/15/2022
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Report Name Semi-Annual Report for Period Ending December 31, 2021
Updated 02/15/2022
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Report Name Semi-Annual Report for Period Ending June 30, 2021
Updated 08/16/2021
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Report Name Semi-Annual Report for Period Ending December 31, 2020
Updated 02/15/2021
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Report Name Semi-Annual Report for Period Ending June 30, 2020
Updated 08/17/2020
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Report Name Semi-Annual Report for Period Ending December 31, 2019
Updated 02/18/2020
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Report Name Semi-Annual Report for Period Ending June 30, 2019
Updated 08/15/2019
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Report Name Semi-Annual Report for the period ending December 31, 2018
Updated 02/15/2019
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Report Name Semi-Annual Report for the period ending June 30, 2018
Updated 08/15/2018
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Report Name Semi-Annual Report for the period ending December 31, 2017
Updated 04/02/2018
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Payment of Trust Administrative Costs

Tribe Trust – Trust Administrative Termination Costs

Last updated 11/22/2023 | PDF

Previous Reports

Report Name Updated Link to download
Tribe Trust October 18, 2023 – November 1, 2023 Administrative Costs 11/01/2023 Download PDF
Tribe Trust September 18, 2023 – October 17, 2023 Administrative Costs 10/17/2023 Download PDF
Tribe Trust August 14, 2023- September 18, 2023 Administrative Costs 09/18/2023 Download PDF
Tribe Trust August 1, 2023 – August 14, 2023 Administrative Costs 08/14/2023 Download PDF
Tribe Trust February 2023-July 2023 Administrative Costs 07/19/2023 Download PDF
Tribe Trust-January 1 2023-February 6 2023 Administrative Costs 02/09/2023 Download PDF
Tribe Trust-December 1 2022-December 31 2022 Administrative Costs 01/01/2023 Download PDF
Tribe Trust - August 2022-November 2022 Administrative Costs 12/01/2022 Download PDF
April-August 2022 Administrative Costs 08/09/2022 Download PDF
Tribe Trust -June 2022-July 2022 Administrative Costs 08/01/2022 Download PDF
Tribe Trust-April 2022-May 2022 Administrative Costs 06/01/2022 Download PDF
Tribe Trust-February 2022-March 2022 Administrative Costs 04/01/2022 Download PDF
Tribe Trust January 2022-February 2022 Administrative Costs 02/01/2022 Download PDF
Tribe Trust- October - December 2021 Administrative Costs 12/14/2021 Download PDF
Tribe Trust- July - September 2021 Administrative Costs 09/13/2021 Download PDF
Tribe Trust- April - June 2021 Administrative Costs 06/09/2021 Download PDF
Tribe Trust- January - March 2021 Administrative Costs 04/06/2021 Download PDF
November - December 2020 Administrative Costs 12/01/2020 Download PDF
September - October 2020 Administrative Costs 10/15/2020 Download PDF
August-September 2020 Administrative Costs 09/15/2020 Download PDF
July-August 2020 Administrative Costs 08/17/2020 Download PDF
June Administrative Costs 07/15/2020 Download PDF
April-May 2020 Administrative Costs 05/15/2020 Download PDF
March-April 2020 Administrative Costs 04/15/2020 Download PDF
January-February 2020 Administrative Costs 02/18/2020 Download PDF
January 2020 Administrative Costs 01/15/2020 Download PDF
December 2019 Administrative Costs 12/05/2019 Download PDF
August 2019 Administrative Costs 09/20/2019 Download PDF
July 2019 Administrative Costs 07/30/2019 Download PDF
June 2019 Administrative Costs 06/07/2019 Download PDF
May 2019 Administrative Costs 05/20/2019 Download PDF
April 2019 Administrative Costs 04/25/2019 Download PDF
February 2019 Administrative Costs 03/08/2019 Download PDF
Dec 2018 - Jan 2019 Administrative Costs 02/05/2019 Download PDF
November 2018 Administrative Costs 12/07/2018 Download PDF
October 2018 Administrative Costs 11/09/2018 Download PDF
September 2018 Administrative Costs 10/23/2018 Download PDF
August 2018 Administrative Costs 09/06/2018 Download PDF
July 2018 Administrative Costs 07/27/2018 Download PDF
June 2018 Administrative Costs 06/19/2018 Download PDF
May 2018 Administrative Costs 05/07/2018 Download PDF
April 2018 Administrative Costs 04/02/2018 Download PDF
December 2017 Administrative Costs 02/01/2018 Download PDF
January 2018 Administrative Costs 01/18/2018 Download PDF
October 2017 and November 2017 Administrative Costs 12/12/2017 Download PDF
Start-up Costs and Shared State and Indian Tribe Administration Costs 12/11/2017 Download PDF
Report Name Tribe Trust October 18, 2023 – November 1, 2023 Administrative Costs
Updated 11/01/2023
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Report Name Tribe Trust September 18, 2023 – October 17, 2023 Administrative Costs
Updated 10/17/2023
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Report Name Tribe Trust August 14, 2023- September 18, 2023 Administrative Costs
Updated 09/18/2023
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Report Name Tribe Trust August 1, 2023 – August 14, 2023 Administrative Costs
Updated 08/14/2023
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Report Name Tribe Trust February 2023-July 2023 Administrative Costs
Updated 07/19/2023
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Report Name Tribe Trust-January 1 2023-February 6 2023 Administrative Costs
Updated 02/09/2023
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Report Name Tribe Trust-December 1 2022-December 31 2022 Administrative Costs
Updated 01/01/2023
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Report Name Tribe Trust - August 2022-November 2022 Administrative Costs
Updated 12/01/2022
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Report Name April-August 2022 Administrative Costs
Updated 08/09/2022
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Report Name Tribe Trust -June 2022-July 2022 Administrative Costs
Updated 08/01/2022
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Report Name Tribe Trust-April 2022-May 2022 Administrative Costs
Updated 06/01/2022
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Report Name Tribe Trust-February 2022-March 2022 Administrative Costs
Updated 04/01/2022
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Report Name Tribe Trust January 2022-February 2022 Administrative Costs
Updated 02/01/2022
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Report Name Tribe Trust- October - December 2021 Administrative Costs
Updated 12/14/2021
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Report Name Tribe Trust- July - September 2021 Administrative Costs
Updated 09/13/2021
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Report Name Tribe Trust- April - June 2021 Administrative Costs
Updated 06/09/2021
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Report Name Tribe Trust- January - March 2021 Administrative Costs
Updated 04/06/2021
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Report Name November - December 2020 Administrative Costs
Updated 12/01/2020
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Report Name September - October 2020 Administrative Costs
Updated 10/15/2020
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Report Name August-September 2020 Administrative Costs
Updated 09/15/2020
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Report Name July-August 2020 Administrative Costs
Updated 08/17/2020
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Report Name June Administrative Costs
Updated 07/15/2020
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Report Name April-May 2020 Administrative Costs
Updated 05/15/2020
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Report Name March-April 2020 Administrative Costs
Updated 04/15/2020
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Report Name January-February 2020 Administrative Costs
Updated 02/18/2020
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Report Name January 2020 Administrative Costs
Updated 01/15/2020
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Report Name December 2019 Administrative Costs
Updated 12/05/2019
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Report Name August 2019 Administrative Costs
Updated 09/20/2019
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Report Name July 2019 Administrative Costs
Updated 07/30/2019
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Report Name June 2019 Administrative Costs
Updated 06/07/2019
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Report Name May 2019 Administrative Costs
Updated 05/20/2019
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Report Name April 2019 Administrative Costs
Updated 04/25/2019
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Report Name February 2019 Administrative Costs
Updated 03/08/2019
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Report Name Dec 2018 - Jan 2019 Administrative Costs
Updated 02/05/2019
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Report Name November 2018 Administrative Costs
Updated 12/07/2018
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Report Name October 2018 Administrative Costs
Updated 11/09/2018
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Report Name September 2018 Administrative Costs
Updated 10/23/2018
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Report Name August 2018 Administrative Costs
Updated 09/06/2018
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Report Name July 2018 Administrative Costs
Updated 07/27/2018
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Report Name June 2018 Administrative Costs
Updated 06/19/2018
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Report Name May 2018 Administrative Costs
Updated 05/07/2018
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Report Name April 2018 Administrative Costs
Updated 04/02/2018
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Report Name December 2017 Administrative Costs
Updated 02/01/2018
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Report Name January 2018 Administrative Costs
Updated 01/18/2018
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Report Name October 2017 and November 2017 Administrative Costs
Updated 12/12/2017
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Report Name Start-up Costs and Shared State and Indian Tribe Administration Costs
Updated 12/11/2017
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Estimates of Remaining Balance

Notice of Filing of Trustee's Accounting (per subparagraph 5.0.5.3.4)

Last updated 02/28/2022 | PDF

Miscellaneous

Institute for Tribal Environmental Professionals (Technical Assistance Provider) Semi Annual Report for Period July 1, 2023 – December 31, 2023

Last updated 06/03/2024 | PDF

Reviewed Financial Statements for the period ending December 31, 2023

Last updated 02/15/2024 | PDF

Reviewed Financial Statements for the period ending June 30, 2023

Last updated 08/15/2023 | PDF

Reviewed Financial Statements for December 31, 2022 & 2021

Last updated 03/28/2023 | PDF

Institute for Tribal Environmental Professionals - Technical Assistance Provider - Semi Annual Report for Period July 2022 - December 2022

Last updated 01/27/2023 | PDF

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Indian Tribe Trust Agreement

For a copy of the executed Indian Tribe Mitigation Trust agreement, please click here.

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Disclaimer: This page is intended to be a helpful summary of some of the key points of the State Trust Agreement and the Indian Tribe Trust Agreement. If there is any conflict or discrepancy between the information on this page and the terms of the State Trust Agreement and/or the Indian Tribe Trust Agreement, the terms of the State Trust Agreement and/or the Indian Tribe Agreement shall govern. This website will be updated as more required information is available and approved for release.