LUMMI ISLAND HERITAGE TRUST: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: LUMMI ISLAND HERITAGE TRUST (EIN 91-1785342)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-05-25
IRS object ID: 201831459349300523
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-25T09:54:45-07:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	912011543	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	THOMSON & COMPANY PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 28190	AddressLine1Txt
City	BELLINGHAM	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	982280190	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	911785342	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUMMI ISLAND HERITAGE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LUMM	BusinessNameControlTxt
Phone	3607587997	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 158	AddressLine1Txt
City	LUMMI ISLAND	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	982621158	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHERYL HOOD	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	3607587997	PhoneNum
Signature	2018-05-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SUSAN L THOMSON	PreparerPersonNm
PTIN	P00097073	PTIN
Phone	3607343939	PhoneNum
Preparation	2018-05-25	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	LINDA SHEEK	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 158	AddressLine1Txt
City	LUMMI ISLAND	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98262	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$402,793	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LIHT.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1997	FormationYr
Legal Domicile State	WA	LegalDomicileStateCd
Activity Or Mission	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.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	4	TotalEmployeeCnt
Total Volunteers	167	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$1,720,585	PYContributionsGrantsAmt
CY Contributions Grants	$332,281	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$32,698	PYInvestmentIncomeAmt
CY Investment Income	$46,820	CYInvestmentIncomeAmt
PY Other Revenue	$12,143	PYOtherRevenueAmt
CY Other Revenue	$16,878	CYOtherRevenueAmt
PY Total Revenue	$1,765,426	PYTotalRevenueAmt
CY Total Revenue	$395,979	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$117,905	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$114,456	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$24,143	CYTotalFundraisingExpenseAmt
PY Other Expenses	$188,133	PYOtherExpensesAmt
CY Other Expenses	$126,834	CYOtherExpensesAmt
PY Total Expenses	$306,038	PYTotalExpensesAmt
CY Total Expenses	$241,290	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,459,388	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$154,689	CYRevenuesLessExpensesAmt
Total Assets BOY	$8,126,360	TotalAssetsBOYAmt
Total Assets EOY	$8,540,457	TotalAssetsEOYAmt
Total Liabilities BOY	$166,493	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$255,071	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$7,959,867	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$8,285,386	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$53,516	ExpenseAmt
Desc	EXTERNAL EDUCATION: OUTREACH ABOUT VOLUNTARY LAND CONSERVATIONS TOOLS AND COMMUNITY CONSERVATION INCLUDING PUBLICATION OF NEWSLETTERS DISTRIBUTED TO APPROXIMATELY 2,000 HOUSEHOLDS, INFORMATIONAL BROCHURES, WEBSITES, SOCIAL MEDIA, FIELD TRIPS, SLIDE SHOWS, WORKSHOPS, COMMUNITY EVENTS ON OUR PROPERTIES, AND PRIVATE MEETINGS WITH LANDOWNERS. IN 2017, THE TRUST HELD PUBLIC MEETINGS TO INFORM CONSTITUENTS AND RECEIVE INPUT REGARDING THE AISTON PRESERVE RESTORATION PROJECT.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$26,053	ExpenseAmt
Desc	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 PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS. THE TRUST ACQUIRED A SMALL PARCEL OF UNDEVELOPED LAND BY DONATION, THE LAND WILL BE HELD AND WILL EXPAND THE CONSERVED AREA THAT IS PART OF A FUTURE PLANNED GIFT OF ADJACENT LAND.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$96,392	ExpenseAmt
Desc	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 2017, THE TRUST CONTINUED RESTORATION ACTIVITIES AT THE AISTON PRESERVE, SUCCESSFULLY COMPLETED RESTORATION FEASIBILITY STUDIES; SECURED GRANT FUNDING TO INITIATE DESIGN AND PERMITTING FOR THIS LARGE-SCAL RESTORATION PROJECT.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$25,834	ExpenseAmt
Desc	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.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$25,834	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$201,795	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	Yes (true)	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	4	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	REBECCA RETTMER	PersonNm
Phone	3607587997	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 158	AddressLine1Txt
City	LUMMI ISLAND	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98262	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
SAM BOWMAN
BOARD MEMBER	4.00	Yes (X)	$0	$0	$0
JUDY BUSH
BOARD MEMBER	4.00	Yes (X)	$0	$0	$0
LYNN DEE
BOARD MEMBER	4.00	Yes (X)	$0	$0	$0
ANNIE FRANZMANN
SECRETARY	4.00	Yes (X)	$0	$0	$0	Yes (X)
PETER HODGES
VICE CHAIR	4.00	Yes (X)	$0	$0	$0	Yes (X)
CHERYL HOOD
TREASURER	4.00	Yes (X)	$0	$0	$0	Yes (X)
JONATHON HUTCHINGS
BOARD MEMBER	4.00	Yes (X)	$0	$0	$0
ELIZABETH KILANOWSKI
BOARD MEMBER	4.00	Yes (X)	$0	$0	$0
ROBERT MACGILCHRIST
BOARD MEMBER	4.00	Yes (X)	$0	$0	$0
JANINE SHAW
BOARD MEMBER	4.00	Yes (X)	$0	$0	$0
LINDA SHEEK
CHAIR	4.00	Yes (X)	$0	$0	$0	Yes (X)
LOCH TRIMINGHAM
BOARD MEMBER	4.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Membership Dues	$41,968	MembershipDuesAmt
Fundraising	$5,129	FundraisingAmt
Government Grants	$23,500	GovernmentGrantsAmt
All Other Contributions	$261,684	AllOtherContributionsAmt
Noncash Contributions	$112,240	NoncashContributionsAmt
Total Contributions	$332,281	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$46,820	TotalRevenueColumnAmt
Related Or Exempt Func Income	$46,820	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$16,438	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$5,129	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$1,440	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,998	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$7,187	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$5,374	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,813	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,813	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER	Desc
Total Revenue Column	$67	TotalRevenueColumnAmt
Exclusion	$67	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$67	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$395,979	TotalRevenueColumnAmt
Related Or Exempt Func Income	$48,633	RelatedOrExemptFuncIncomeAmt
Exclusion	$67	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$62,105	TotalAmt
Program Services	$46,609	ProgramServicesAmt
Management And General	$6,198	ManagementAndGeneralAmt
Fundraising	$9,298	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$38,129	TotalAmt
Program Services	$28,567	ProgramServicesAmt
Management And General	$3,825	ManagementAndGeneralAmt
Fundraising	$5,737	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$5,700	TotalAmt
Program Services	$5,700	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$8,522	TotalAmt
Program Services	$4,967	ProgramServicesAmt
Management And General	$1,422	ManagementAndGeneralAmt
Fundraising	$2,133	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$553	TotalAmt
Program Services	$553	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$8,250	TotalAmt
Program Services	$7,000	ProgramServicesAmt
Management And General	$1,250	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$12,822	TotalAmt
Program Services	$12,694	ProgramServicesAmt
Fundraising	$128	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,232	TotalAmt
Program Services	$7,737	ProgramServicesAmt
Management And General	$123	ManagementAndGeneralAmt
Fundraising	$4,372	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,938	TotalAmt
Program Services	$1,760	ProgramServicesAmt
Management And General	$71	ManagementAndGeneralAmt
Fundraising	$107	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$373	TotalAmt
Program Services	$331	ProgramServicesAmt
Management And General	$42	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,558	TotalAmt
Program Services	$4,558	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$6,039	TotalAmt
Program Services	$4,786	ProgramServicesAmt
Management And General	$1,253	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROJECT EXPENSE	$48,293	$48,293
INVESTMENT & BANK FEES	$13,752	$12,026	$690	$1,036
TAXES	$4,327	$4,101	$50	$176
TRAINING	$3,921	$3,898		$23

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,776	TotalAmt
Program Services	$8,215	ProgramServicesAmt
Management And General	$428	ManagementAndGeneralAmt
Fundraising	$1,133	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$241,290	TotalAmt
Program Services	$201,795	ProgramServicesAmt
Management And General	$15,352	ManagementAndGeneralAmt
Fundraising	$24,143	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$424,410	BOYAmt
EOY	$428,681	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$165,993	BOYAmt
EOY	$260,993	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$4,270	BOYAmt
EOY	$3,291	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,787,011	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$52,181	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,706,192	BOYAmt
EOY	$5,734,830	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,825,495	BOYAmt
EOY	$2,106,662	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
EOY	$6,000	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,126,360	BOYAmt
EOY	$8,540,457	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$6,493	BOYAmt
EOY	$71	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$160,000	BOYAmt
EOY	$255,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$166,493	BOYAmt
EOY	$255,071	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,255,866	BOYAmt
EOY	$1,373,381	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,083,680	BOYAmt
EOY	$1,292,343	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,620,321	BOYAmt
EOY	$5,619,662	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,959,867	BOYAmt
EOY	$8,285,386	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,126,360	BOYAmt
EOY	$8,540,457	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$154,689	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$170,830	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (true)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$124,809	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$183,330	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$780,357	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,720,585	CurrentTaxYearMinus1YearAmt
Current Tax Year	$332,281	CurrentTaxYearAmt
Total	$3,141,362	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$124,809	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$183,330	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$780,357	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,720,585	CurrentTaxYearMinus1YearAmt
Current Tax Year	$332,281	CurrentTaxYearAmt
Total	$3,141,362	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$3,141,362	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,742	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,856	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,537	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$32,698	CurrentTaxYearMinus1YearAmt
Current Tax Year	$46,820	CurrentTaxYearAmt
Total	$131,653	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$700	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$64	CurrentTaxYearMinus1YearAmt
Current Tax Year	$67	CurrentTaxYearAmt
Total	$831	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$3,273,846	TotalSupportAmt
Gross Receipts Rltd Activities	$70,445	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.95950	PublicSupportCY170Pct
Public Support PY170	0.97230	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART II, LINE 10	FormAndLineReferenceDesc
Explanation	OTHER INCOME 764	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Public Use	Yes (X)	PreservationPublicUseInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Preservation Open Space	Yes (X)	PreservationOpenSpaceInd
Total Easements	15	TotalEasementsCnt
Total Acreage	284.00	TotalAcreageCnt
Historic Strctr Easements Aftr	15	HistoricStrctrEasementsAftrCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (true)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	114.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$2,275	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	false	Section170hRqrStsfdInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$105,000	BeginningYearBalanceAmt
Investment Earnings Or Losses	$14,600	InvestmentEarningsOrLossesAmt
Other Expenditures	$14,600	OtherExpendituresAmt
End Year Balance	$105,000	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$105,000	BeginningYearBalanceAmt
Investment Earnings Or Losses	$4,528	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,528	OtherExpendituresAmt
End Year Balance	$105,000	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$105,000	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,807	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,807	OtherExpendituresAmt
End Year Balance	$105,000	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$105,000	BeginningYearBalanceAmt
Investment Earnings Or Losses	$5,982	InvestmentEarningsOrLossesAmt
Other Expenditures	$5,982	OtherExpendituresAmt
End Year Balance	$105,000	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$105,000	BeginningYearBalanceAmt
Investment Earnings Or Losses	$9,750	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,750	OtherExpendituresAmt
End Year Balance	$105,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,684,527	OtherCostOrOtherBasisAmt
Book Value	$5,684,527	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$102,484	OtherCostOrOtherBasisAmt
Depreciation	$52,181	DepreciationAmt
Book Value	$50,303	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,734,830	TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 1, PART II, LINE 5	ORGANIZATION REVIEWS WRITTEN POLICY ANNUALLY AND UPDATES AS NEEDED
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.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	DINNER	Event1Nm
Gross Receipts Event1	$12,950	GrossReceiptsEvent1Amt
Charitable Contri Event1	$2,975	CharitableContriEvent1Amt
Gross Revenue Event1	$9,975	GrossRevenueEvent1Amt
Gross Receipts Total	$12,950	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,975	CharitableContributionsTotAmt
Gross Revenue Total Events	$9,975	GrossRevenueTotalEventsAmt
Net Income Summary	$9,975	NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Boats And Planes BoatsAndPlanesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$6,000	NoncashContributionsRptF990Amt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$76,240	NoncashContributionsRptF990Amt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$30,000	NoncashContributionsRptF990Amt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.