2023-09-25T10:40:55-04:00 2022-12-31 830772076 LG&H 12 STILLWATER AVE STE 5 BANGOR ME 04401 990 2022-01-01 222655830 BLUE HILL HERITAGE TRUST BLUE 2073745118 PO BOX 222 BLUE HILL ME 04614 MARCIA MCKEAGUE TREASURER 2073745118 2023-07-07 MARCIA MCKEAGUE 999009999 false ANDREA WHITE P01070808 2079904585 2023-09-25 2022 2023-04-26 12:10:37Z HANNAH WEBBER 77 SUNUP LANE SURRY ME 04684 1106238 false X WWW.BLUEHILLHERITAGETRUST.ORG X 1985 ME TO LEAD IN CONSERVING LAND, WATER, AND WILDLIFE HABITAT ON THE GREATER BLUE HILL PENINSULA; TO TEACH AND PRACTICE A STEWARDSHIP ETHIC; AND, TO PROMOTE ECOLOGICAL, ECONOMIC, AND COMMUNITY HEALTH FOR THIS AND FUTURE GENERATIONS. 12 12 10 140 24720 23720 1720643 922637 6500 0 77338 112867 38562 55919 1843043 1091423 0 0 418900 475655 0 39461 345219 584838 764119 1060493 1078924 30930 16485936 15834216 186180 215157 16299756 15619059 TO LEAD IN CONSERVING LAND, WATER, AND WILDLIFE HABITAT ON THE GREATER BLUE HILL PENINSULA; TO TEACH AND PRACTICE A STEWARDSHIP ETHIC; AND, TO PROMOTE ECOLOGICAL, ECONOMIC, AND COMMUNITY HEALTH FOR THIS AND FUTURE GENERATIONS. false false 785491 THE ORGANIZATION WORKED TO 1) PROTECT VALUABLE CONSERVATION LAND FOR THE BENEFIT OF THE HUMAN AND NATURAL COMMUNITIES OF THE REGION 2) MONITORED ITS 70 EASEMENT PROPERTIES (3,650 ACRES) AND MAINTAINED RELATIONSHIPS WITH CURRENT OWNERS 3) MANAGED THE 8,112 ACRES OF CONSERVATION LAND OWNED BY THE TRUST, FOR THE PRESERVATION OF CONSERVATION VALUE 4) MAINTAINED PUBLIC ACCESS ON 27 MILES OF TRAILS AND MULTIPLE SHORELINE ACCESS POINTS 5) SERVED ITS COMMUNITIES BY OFFERING FREE AND PUBLIC EDUCATIONAL PROGRAMS, FOR BOTH CHILDREN AND ADULTS. 785491 true true false false false false true false true true true false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 20 0 false 10 true true true false false false false false false false X 12 12 false false true false false false false true true false false true true true true true true true false false X X HANS CARLSON 2073745118 PO BOX 222 BLUE HILL ME 04614 SAMANTHA HASKELL DIRECTOR 2.00 X 0 0 0 HANNAH WEBBER PRESIDENT 4.00 X X 0 0 0 MARCIA MCKEAGUE TREASURER 4.00 X X 0 0 0 NORMAN ALT DIRECTOR 2.00 X 0 0 0 MARY BARNES DIRECTOR 2.00 X 0 0 0 PETER CLAPP DIRECTOR 2.00 X 0 0 0 RANDY CURTIS DIRECTOR 2.00 X 0 0 0 GEORGE HURVITT SECRETARY 2.00 X X 0 0 0 SARAH JAFFRAY KING VICE PRESIDE 2.00 X X 0 0 0 BROOKE PARISH DIRECTOR 2.00 X 0 0 0 BRENDON REAY DIRECTOR 2.00 X 0 0 0 KATE TOMKINS DIRECTOR 2.00 X 0 0 0 HANS CARLSON EXECUTIVE DI 40.00 X 97776 0 2520 97776 2520 false false false 922637 922637 112867 112867 35920 35920 35920 24720 11200 8837 14815 -5978 -5978 FEES FOR SERVICES 20942 20942 MISC 5035 5035 25977 1091423 -5978 24720 150044 X 100296 24444 61186 14666 331446 292942 33867 4637 7009 7009 36904 27288 7956 1660 1077 1077 11801 11801 18758 18758 357178 329331 24347 3500 22312 1649 20213 450 12027 3059 8534 434 8102 7902 200 6478 5995 179 304 6351 6351 23880 14328 4776 4776 13516 10569 2947 FEES AMD TAXES 48235 27187 19449 1599 STEWARDSHIP 22376 20052 2324 OUTREACH 21297 14791 4008 2498 MEMBERSHIPS 5786 4877 725 184 5664 911 4753 1060493 785491 235541 39461 223811 52596 1217443 1233346 792950 466873 134 3925 3925 9777507 80338 9226112 9697169 4476561 3835307 545000 545000 16485936 15834216 30262 17320 48838 155918 148999 186180 215157 X 8962050 8204096 7337706 7414963 16299756 15619059 16485936 15834216 30930 -711627 X false true X true false X 1505299 818036 2171058 1720643 922637 7137673 1505299 818036 2171058 1720643 922637 7137673 1496663 5641010 75410 77145 54495 87191 124067 418308 16303 16841 1333 23000 24720 82197 5448 1296 1243 7987 7646165 52033 0.73780 0.78830 X PART II, LINE 10 MISCELLANEOUS 7,987 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 70 3649.67 1 true 280.00 6665 false false 133665 5000 1836 1836 138665 124500 9165 8619 8619 133665 1571303 61950 7379 1516132 124500 1368953 121956 259253 163741 15118 1571303 1440284 53035 -89741 19800 14825 1368953 1.00000 false false 9253858 9253858 433549 46297 387252 90100 34041 56059 9697169 413623 -711627 14250 108055 -589322 1002945 18758 69720 88478 1091423 1110838 14250 54853 69103 1041735 18758 18758 1060493 SCHEDULE D, PAGE 1, PART II, LINE 5 ORGANIZATION HAS A CONSERVATION EASEMENT ENFORCEMENT POLICY. SCHEDULE D, PAGE 1, PART II, LINE 9 ORGANIZATION DOES NOT RECORD CONSERVATION EASEMENTS ON ITS BALANCE SHEET AND DONATIONS OF EASEMENTS ARE NOT REFLECTED AS INCOME. MONITORING AND STEWARDSHIP EXPENSES ARE EXPENSED AS INCURRED. TEXT OF FINANCIAL STATEMENT FOOTNOTE CONSERVATION EASEMENTS, WHETHER PURCHASED OR DONATED, ARE CONSIDERED TO HAVE NO ECONOMIC VALUE, AND ARE RECORDED AT COST OF FAIR MARKET VALUE AT THE TIME OF DONATION, LESS A 100% ALLOWANCE FOR IMPAIRMENT. SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS SERVE TO PROVIDE FINANCIAL SUPPORT FOR THE ORGANIZATION'S PROGRAMS, WITH PORTIONS SPECIFICALLY DEDICATED TO OPERATIONS AND INTERNSHIPS. NOTE: THE ORGANIZATION RESOLVED IN 2020 TO USE THE TERM "ENDOWMENT" TO MEAN AN INSTITUTIONAL FUND OR PART THEREOF THAT, UNDER THE TERMS OF A GIFT INSTRUMENT, IS NOT WHOLLY EXPENDABLE BY THE INSTITUTION ON A CURRENT BASIS. ACCORDINGLY, FUNDS TOTALING 1,508,753 THAT HAD PREVIOUSLY BEEN CLASSIFIED AS ENDOWMENT FUNDS WERE RECLASSIFIED TO INVESTMENTS. SCHEDULE D, PART V, ENDOWMENT FUNDS, LINE 1E FOR 2020 INCLUDES THESE RECLASSIFIED FUNDS. SCHEDULE D, PAGE 4, PART XI, LINE 2D PCE LEASE REVENUE 93,240 COST OF GOODS SOLD 14,815 SCHEDULE D, PAGE 4, PART XI, LINE 4B PCE DIVIDEND 45,000 LEASE REVENUE 24,720 SCHEDULE D, PAGE 4, PART XII, LINE 2D PCE EXPENSES 40,038 COST OF GOODS SOLD 14,815 FORM 990 AS NOTED ON SCHEDULE D, THE ORGANIZATION RESOLVED IN 2020 TO USE THE TERM "ENDOWMENT" TO MEAN AN INSTITUTIONAL FUND OR PART THEREOF THAT, UNDER THE TERMS OF A GIFT INSTRUMENT, IS NOT WHOLLY EXPENDABLE BY THE INSTITUTION ON A CURRENT BASIS. ACCORDINGLY, FUNDS TOTALING 1,508,753 THAT HAD PREVIOUSLY BEEN CLASSIFIED AS ENDOWMENT FUNDS WERE RECLASSIFIED TO INVESTMENTS. SCHEDULE D, PART V, ENDOWMENT FUNDS, LINE 1E FOR 2020 INCLUDES THESE RECLASSIFIED FUNDS. FORM 990, PAGE 6, PART VI, LINE 4 ARTICLE II MEMBERSHIP CHANGED FROM: SECTION 1. ELIGIBILITY. THE MEMBERS OF THE CORPORATION SHALL BE THOSE PERSONS WHO SUPPORT ITS MISSION AND WHO HAVE PROVIDED FINANCIAL OR OTHER CONTRIBUTIONS TO THE WORK OF THE CORPORATION. SECTION 2. RIGHTS AND RESPONSIBILITIES OF MEMBERS. MEMBERS SHALL HAVE SUCH RIGHTS AND PRIVILEGES, AS THE BOARD OF DIRECTORS SHALL DETERMINE. ARTICLE III MEETINGS OF MEMBERS OF THE CORPORATION SECTION 1. ANNUAL MEETING. THE ANNUAL MEETING OF THE MEMBERS SHALL BE HELD EACH YEAR AT A TIME AND PLACE DETERMINED BY THE BOARD OF DIRECTORS. SECTION 2. NOTICE. NOTICE OF THE PLACE, DATE AND HOUR OF THE ANNUAL MEETING SHALL BE GIVEN TO EACH MEMBER NOT LESS THAN TEN (10) DAYS BEFORE THE DATE OF SUCH MEETING. TO: ARTICLE III. MEMBERS. THE CORPORATION SHALL HAVE NO MEMBERS. --------------------------------------------------------------------------- ARTICLE V(B) OFFICERS, VICE PRESIDENT, CHANGED FROM: (B) VICE PRESIDENT(S): POWERS AND DUTIES. A VICE PRESIDENT SHALL HAVE SUCH POWERS AND DUTIES AS MAY BE ASSIGNED BY THE BOARD FROM TIME TO TIME. IN THE ABSENCE OF THE PRESIDENT, A VICE PRESIDENT, IN THE ORDER DESIGNATED BY THE BOARD, SHALL PERFORM THE DUTIES OF THE PRESIDENT TO: ARTICLE V(B) OFFICERS, VICE PRESIDENT THE VICE PRESIDENT SHALL BE ELECTED WITH THE EXPECTATION THAT HE OR SHE WILL SUCCEED TO THE OFFICE OF PRESIDENT DURING THE NEXT TERM AND SHALL HAVE SUCH POWERS AND DUTIES AS MAY BE ASSIGNED BY THE BOARD FROM TIME TO TIME. IN THE ABSENCE OF THE PRESIDENT, THE VICE PRESIDENT, SHALL PERFORM THE DUTIES OF THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS FIRST REVIEWED BY THE TREASURER AND THE EXECUTIVE DIRECTOR, THEN IT IS CIRCULATED TO THE WHOLE BOARD FOR REVIEW. SUBSEQUENT TO REVIEW BY THE WHOLE BOARD, THE 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C ALL TRANSACTIONS ARE REVIEWED BY STAFF AND THE BOARD FOR POTENTIAL CONFLICTS OF INTEREST AS PART OF THEIR APPROVAL PROCESS, PURSUANT TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS USES THE MOST RECENT SALARY SURVEYS CONDUCTED BY THE NATIONAL LAND TRUST ALLIANCE AND THE STATE-LEVEL MAINE ASSOCIATION OF NONPROFITS, AS WELL AS DIRECT COMMUNICATION WITH SIMILAR ORGANIZATIONS, TO GUIDE ITS COMPENSATION DECISIONS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNANCE DOCUMENTS AND POLICIES (INCLUDING ITS CONFLICT OF INTEREST POLICY), ANNUAL FINANCIAL STATEMENTS, AND IRS FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION AT ITS OFFICE AT 157 HINCKLEY RIDGE ROAD, BLUE HILL, MAINE. THE FOLLOWING ARE CURRENTLY ALSO AVAILABLE ON ITS WEBSITE: MISSION, STATEMENT OF VALUES, BYLAWS, BOARD AND STAFF INFORMATION AND RECENT IRS FORMS 990. FORM 990, PART IX, LINE 11G CONTRACTED LABOR 267,406 24,347 3,500 APPRAISALS & SURVEYS 61,925 0 0 TOTAL 329,331 24,347 3,500 PENINSULA CONSERVATION ENTERPRISES PO BOX 164 BLUE HILL ME 04614 854111815 LESSORS ME N/A C CORP 93240 341516 1.00000 false true false false false false true false false false true false false false false true false true false false