2020-04-18T15:32:35-05:00 2019-12-31 912011543 THOMSON & COMPANY PLLC PO BOX 28190 BELLINGHAM WA 982280190 990 2019-01-01 911785342 LUMMI ISLAND HERITAGE TRUST LUMM 3607587997 PO BOX 158 LUMMI ISLAND WA 982621158 CHERYL HOOD TREASURER 3607587997 2020-04-15 true SUSAN L THOMSON P00097073 3607343939 2020-04-15 X 167.68.16.49 2020-04-18 15:32:35 CD P 9ABB3A8741E2D8651CA16B94E376F26E376FD94C 368EEA50FFE8F3ADA7314E8C87AC6D381F18B29B 2019 2020-09-22 18:59:49Z JUDY BUSH PO BOX 158 LUMMI ISLAND WA 98262 313418 false X WWW.LIHT.ORG 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. 11 11 4 151 0 450381 231816 0 64369 64673 19333 12518 534083 309007 0 0 124726 138222 0 24799 173583 112744 298309 250966 235774 58041 8703969 9125813 282074 280069 8421895 8845744 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 67161 EXTERNAL EDUCATION: OUTREACH ABOUT VOLUNTARY LAND CONSERVATIONS TOOLS AND COMMUNITY CONSERVATION INCLUDING PUBLICATION OF NEWSLETTERS DISTRIBUTED TO OVER 2,000 HOUSEHOLDS, INFORMATIONAL BROCHURES, WEBSITES, SOCIAL MEDIA, FIELD TRIPS, SLIDE SHOWS, WORKSHOPS, COMMUNITY EVENTS ON OUR PROPERTIES, AND PRIVATE MEETINGS WITH LANDOWNERS. IN 2019, THE TRUST HELD PUBLIC MEETINGS TO INFORM CONSTITUENTS AND RECEIVE INPUT REGARDING THE AISTON PRESERVE RESTORATION PROJECT. 31773 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. 92041 STEWARDSHIP: THE TRUST MANAGED AND INSPECTED ALL LAND TRUST FEE-HELD PROPERTIES (389 ACRES) AND MONITORED ITS 15 PRIVATE CONSERVATION EASEMENT PROPERTIES (284 ACRES). REMOVED INVASIVE SPECIES, MAINTAINED PUBLIC TRAILS, AND UPDATED MANAGEMENT PLANS. IN 2019, THE TRUST CONDUCTED A SCIENTIFIC INVENTORY OF THE OTT PRESERVE FOFRESTLAND. THE TRUST CONTINUED RESTORATION ACTIVITIES AT THE AISTON PRESERVE AND SECURED GRANT FUNDING TO INITIATE PERMITTING AND BEGIN CONSTRUCTION FOR THIS LARGE-SCALE RESTORATION PROJECT. 19671 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. 19671 210646 true true false false false false true false false true true false false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 2 0 true 4 true false false false false false false false false X 11 11 false false false false false false false true true false false false true true true true true true false false WA X REBECCA RETTMER 3607587997 PO BOX 158 LUMMI ISLAND WA 98262 X JUDY BUSH CHAIR 4.00 X X 0 0 0 PETER EARLE BOARD MEMBER 4.00 X 0 0 0 CHERYL HOOD TREASURER 4.00 X X 0 0 0 JONATHON HUTCHINGS VICE CHAIR 4.00 X X 0 0 0 SCOTT JOSIAH 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 LOCH TRIMINGHAM SECRETARY 4.00 X X 0 0 0 false false false 52672 2198 176946 50092 231816 64673 64673 13316 2198 2464 10852 3613 1947 1666 1666 309007 66339 71984 58256 6178 7550 45468 35705 4393 5370 10629 8503 1063 1063 10141 8113 806 1222 4250 4250 12922 12500 422 11115 5631 135 5349 1863 1583 87 193 527 418 84 25 4250 4250 6266 4913 1353 PROJECT EXPENSE 34676 34676 INVESTMENT & BANK FEES 17304 15417 587 1300 TAXES 3835 3456 40 339 EQUIPMENT MAINTENANCE 3684 1897 98 1689 12052 11078 275 699 250966 210646 15521 24799 349158 273683 284793 318013 2585 2327 5798050 58936 5738561 5739114 2328872 2792676 8703969 9125813 2074 69 280000 280000 282074 280069 X 861583 1257018 7560312 7588726 8421895 8845744 8703969 9125813 X 58041 365806 2 X true X false X 780357 1720585 332281 450381 231816 3515420 780357 1720585 332281 450381 231816 3515420 304533 3210887 19537 32698 46820 64369 64673 228097 700 64 67 147 978 3744495 242362 0.85750 0.88600 X PART II, LINE 10 OTHER INCOME 978 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 15 289.00 15 1 false 123.00 2552 true 105000 21130 21130 105000 105000 105000 105000 14600 14600 105000 105000 4528 4528 105000 105000 1807 1807 105000 1.00000 false false 5680797 5680797 117253 58936 58317 5739114 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. DINNER 10798 448 10350 10798 448 10350 10350 X 1 50092 false false false 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. 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. FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE 2