2022-07-13T16:11:04-05:00 2021-12-31 331161921 NORTH STAR TAX & ACCOUNTING 2120 BICKFORD AVE SNOHOMISH WA 982901705 990 2021-01-01 911785342 LUMMI ISLAND HERITAGE TRUST LUMM 3607587997 PO BOX 158 LUMMI ISLAND WA 982621158 CHERYL HOOD TREASURER 3607587997 2022-06-29 CHERYL HOOD 999009999 MIKE TAUSEN P01202341 4253798085 2022-07-13 2021 2022-09-23 18:48:47Z JUDY BUSH PO BOX 158 LUMMI ISLAND WA 98262 2106779 false X N/A X 1997 WA TO CREATE A LEGACY OF ABUNDANT OPEN SPACE, NATIVE HABITAT, AND NATURAL RESOURCES ON LUMMI ISLAND BY INSPIRING PEOPLE TO PROTECT AND CARE FOR THE ISLAND'S FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. 13 13 3 116 0 357673 2000581 0 65832 100080 -1543 4938 421962 2105599 0 0 138247 163126 0 25707 164506 397783 302753 560909 119209 1544690 9550634 11865974 252069 553596 9298565 11312378 X TO CREATE A LEGACY OF ABUNDANT OPEN SPACE, NATIVE HABITAT, AND NATURAL RESOURCES ON LUMMI ISLAND BY INSPIRING PEOPLE TO PROTECT AND CARE FOR THE ISLAND'S FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. false false 345874 STEWARDSHIP: THE TRUST MANAGED AND INSPECTED ALL LAND TRUST FEE-HELD PROPERTIES (388 ACRES) AND MONITORED ITS 16 PRIVATE CONSERVATION EASEMENT PROPERTIES (707 ACRES). REMOVED INVASIVE SPECIES, MAINTAINED PUBLIC TRAILS, AND UPDATED MANAGEMENT PLANS. IN 2021, THE TRUST BEGAN PREPARING LAND AT THE CURRY PRESERVE FOR AN AFFORESTATION PROJECT. THE TRUST CONTINUED RESTORATION ACTIVITIES AT THE AISTON PRESERVE BY REMOVING DERELICT DOCKS AND PILINGS ALONG THE SHORELINE IN PREPARATION FOR NEARSHORE RESTORATION, AND SECURED GRANT FUNDING FOR THE NEXT PHASE OF THIS LARGE-SCALE RESTORATION PROJECT. 107243 EXTERNAL EDUCATION: OUTREACH ABOUT VOLUNTARY LAND CONSERVATION TOOLS AND COMMUNITY CONSERVATION INCLUDING PUBLICATION OF NEWSLETTERS DISTRIBUTED TO OVER 2,500 HOUSEHOLDS, INFORMATIONAL BROCHURES, WEBSITES, SOCIAL MEDIA, FIELD TRIPS, SLIDE SHOWS, WORKSHOPS, COMMUNITY EVENTS ON OUR PROPERTIES, AND PRIVATE MEETINGS WITH LANDOWNERS. IN 2021, THE TRUST HELD MEETINGS AND PRESENTATIONS USING ONLINE VIRTUAL PLATFORMS DUE TO COVID 19 PANDEMIC RESTRICTIONS. 17739 EASEMENTS AND ACQUISITIONS: EFFORTS TO CONSERVE LAND THROUGH PURCHASE OR DONATION OF LAND AND CONSERVATION EASEMENTS. THE TRUST CONTINUED PRELIMINARY DISCUSSIONS WITH VARIOUS LANDOWNERS WISHING TO VOLUNTARILY SELL THEIR LAND OR PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS. IN 2021 THE TRUST CLOSED ON A CONSERVATION EASEMENT THAT PROTECTS 7 ACRES OF MATURE FOREST AND AGRICULTURAL LAND. 44964 OTHER PROGRAM SERVICES: TRAIN AND ORIENT BOARD, STAFF AND VOLUNTEERS TO IMPLEMENT TRUST DUTIES AND EDUCATE OUR COMMUNITY AND CONSTITUENTS. PARTICIPATION IN CONFERENCES, WORKSHOPS, ON-SITE TRAININGS, AND NATIONAL AND STATEWIDE ASSOCIATIONS. THE TRUST CONTINUES TO UPHOLD ITS ACCREDITED STATUS THROUGH THE LAND TRUST ALLIANCE ACCREDITATION COMMISSION. IN 2021, THE TRUST HELD BOARD AND STAFF MEETINGS REMOTELY USING ONLINE VIRTUAL PLATFORMS DUE TO COVID19 PANDEMIC RESTRICTIONS. 44964 515820 true true false false false false true false false true true false false false false false 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 false false false false false true 1 0 true 3 true false false false false false false false false X 13 13 false false false false false false false true true false false false true true true true true true false false WA X THE ORGANIZATION 3607587997 PO BOX 158 LUMMI ISLAND WA 98262 X JUDY BUSH CHAIR 4.00 X X 0 0 0 CHERYL HOOD TREASURER 4.00 X X 0 0 0 SCOTT JOSIAH VICE CHAIR 4.00 X X 0 0 0 LOCH TRIMINGHAM SECRETARY 4.00 X X 0 0 0 DAWN DIETRICH BOARD MEMBER 4.00 X 0 0 0 PETER EARLE BOARD MEMBER 4.00 X 0 0 0 JONATHON HUTCHINGS BOARD MEMBER 4.00 X 0 0 0 ELIZABETH KILANOWSKI BOARD MEMBER 4.00 X 0 0 0 TOBEY KING BOARD MEMBER 4.00 X 0 0 0 MARY ROSS BOARD MEMBER 4.00 X 0 0 0 JANINE SHAW BOARD MEMBER 4.00 X 0 0 0 CATHI SHORNICK BOARD MEMBER 4.00 X 0 0 0 PAUL UPTON BOARD MEMBER 4.00 X 0 0 0 false false false 113062 1887519 2000581 100080 100080 2080 156 1924 4038 1024 3014 3014 2105599 103094 82400 61800 7416 13184 54311 47569 4888 1854 14099 10574 1269 2256 12316 10558 1108 650 265 265 4250 4250 48477 48477 18826 14048 160 4618 1865 1670 88 107 1898 1856 42 4373 4373 6957 4895 2062 PROJECT EXPENSE 268157 268157 INVESTMENT & BANK FEES 24319 21679 950 1690 OTHER 11853 11261 279 313 EQUIPMENT MAINTENANCE 3825 1720 1080 1025 2718 2668 40 10 560909 515820 19382 25707 200100 75232 256793 556193 324 391 5804003 67708 5735104 5736295 3358313 5497863 9550634 11865974 69 2196 252000 551400 252069 553596 X 1619769 1478657 7678796 9833721 9298565 11312378 9550634 11865974 1544690 470505 -1382 X false true X X 332281 450381 231816 348601 1998784 3361863 332281 450381 231816 348601 1998784 3361863 3361863 46820 64369 64673 65832 100080 341774 3703637 106198 0.90770 0.71670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 16 284.00 1 false 160.00 7488 105000 1509867 47174 47174 1869486 105000 103850 16213 16213 208850 105000 21130 21130 105000 105000 105000 105000 14600 14600 105000 1.00000 false false 5680801 5680801 123202 67708 55494 5736295 2576104 470505 470505 2105599 2105599 560909 560909 560909 SCHEDULE D, PAGE 1, PART II, LINE 9 EASEMENTS ARE REPORTED IN THE FINANCIAL STATEMENTS AT THE COST OF 1 PER EASEMENT, AND ARE SHOWN AS PERMANENTLY RESTRICTED NET ASSETS. FORM 990, PAGE 2, PART III, LINE 4D OTHER PROGRAM SERVICES: TRAIN AND ORIENT BOARD, STAFF AND VOLUNTEERS TO IMPLEMENT TRUST DUTIES AND EDUCATE OUR COMMUNITY AND CONSTITUENTS. PARTICIPATION IN CONFERENCES, WORKSHOPS, ON-SITE TRAININGS, AND NATIONAL AND STATEWIDE ASSOCIATIONS. THE TRUST CONTINUES TO UPHOLD ITS ACCREDITED STATUS THROUGH THE LAND TRUST ALLIANCE ACCREDITATION COMMISSION. IN 2021, THE TRUST HELD BOARD AND STAFF MEETINGS REMOTELY USING ONLINE VIRTUAL PLATFORMS DUE TO COVID19 PANDEMIC RESTRICTIONS. FORM 990, PAGE 6, PART VI, LINE 11B THE TRUST BOARD ASSIGNS THE REVIEW OF THE IRS FORM 990 TO THE FINANCE COMMITTEE PRIOR TO THE FILING OF THE RETURN. A COPY OF THE IRS FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICTS OF INTEREST ARE DISCLOSED ANNUALLY, AND ANY CONFLICTS ARE MONITORED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD REVIEWS SALARIES OF SIMILAR POSITIONS AND REVIEWS NATIONAL, REGIONAL, AND LOCAL DATA TO DECIDE APPROPRIATE SALARY LEVEL FOR EMPLOYEES FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.