2015-08-25T09:47:43-05:00 2014-12-31 201530518 BHA LLC 344 ELLSWORTH RD PO BOX 697 BLUE HILL ME 04614 990 2014-01-01 222655830 BLUE HILL HERITAGE TRUST BLUE 2073745118 PO BOX 222 BLUE HILL ME 046140222 TERRY MOULTON TREASURER 2073745118 2015-07-21 true ANDREW K LASLIE CPA P00448181 2073749985 2015-08-20 2014 2016-03-07 17:11:31Z TERRY MOULTON PO BOX 222 BLUE HILL ME 04614 1252463 false X WWW.BLUEHILLHERITAGETRUST.ORG X 1985 ME TO CONSERVE LAND AND WATER OF SPECIAL ECOLOGICAL NATURAL, AGRICULTURAL, SCENIC, CULTURAL, AND RECREATIONAL SIGNIFICANCE IN BLUE HILL, BROOKLIN, BROOKSVILLE, CASTINE, PENOBSCOT, SEDGWICK, AND SURRY, AND TO INCREASE PUBLIC UNDERSTANDING OF THE IMPORTANCE OF LAND AND WATER CONSERVATION. 14 14 4 80 0 1571504 1171432 0 30881 65594 16227 15437 1618612 1252463 0 0 150439 172095 0 12487 235187 107617 385626 279712 1232986 972751 6945449 8532970 72616 70941 6872833 8462029 X TO CONSERVE LAND AND WATER OF SPECIAL ECOLOGICAL NATURAL, AGRICULTURAL, SCENIC, CULTURAL, AND RECREATIONAL SIGNIFICANCE IN BLUE HILL, BROOKLIN, BROOKSVILLE, CASTINE, PENOBSCOT, SEDGWICK, AND SURRY, AND TO INCREASE PUBLIC UNDERSTANDING OF THE IMPORTANCE OF LAND AND WATER CONSERVATION. false false 214284 THE ORGANIZATION (1) WORKED WITH LANDOWNERS IN ITS SERVICE AREA TO CONSERVE LANDS WITH OUTSTANDING CONSERVATION VALUES THROUGH FEE ACQUISITION OR WITH CONSERVATION EASEMENTS, COMPLETING EIGHT SUCH PROJECTS DURING 2014 (FIVE FEE ACQUISITIONS, THREE CONSERVATION EASEMENTS) AND ADVANCING SEVERAL OTHERS TOWARDS COMPLETION; (2) MAINTAINED RELATIONSHIPS WITH THE OWNERS OF THE 67 CONSERVATION EASEMENTS IT HOLDS ON 3,555 ACRES; (3) MANAGED THE 3,216 ACRES OF CONSERVATION LAND IT OWNS IN FEE, ENSURING THAT THEIR CONSERVATION VALUES ARE PROTECTED; (4) MAINTAINED FOR PUBLIC USE OVER 25 MILES OF WALKING TRAILS ON THE PROPERTIES IT OWNS OR MONITORS; (5) PROVIDED PUBLIC NATURAL HISTORY EDUCATIONAL PROGRAMS ON ITS LANDS THAT WERE ENJOYED BY SEVERAL HUNDRED PARTICIPANTS; (6)COMPLETED A MERGER PROCESS WITH A NEIGHBORING ALL VOLUNTEER LAND TRUST. 214284 true true false false false false true false false true true 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 true true false false false false false false false true 8 0 true 4 true false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false X X JAMES DOW 2073745118 258 MOUNTAIN ROAD BLUE HILL ME 04605 X MARY BARNES PRESIDENT 10.00 X X 0 0 0 PAM JOHNSON CO-VICE PRES 4.00 X X 0 0 0 NORMAN ALT CO-VICE PRES 4.00 X X 0 0 0 PHYLLIS TAYLOR SECRETARY 3.00 X X 0 0 0 TERRY MOULTON TREASURER 4.00 X X 0 0 0 MITCHELL BAUM DIRECTOR 2.00 X 0 0 0 PETER CLAPP DIRECTOR 2.00 X 0 0 0 BONNIE COPPER DIRECTOR 2.00 X 0 0 0 MAYNARD FORBES DIRECTOR 1.00 X 0 0 0 JON HOPKINS DIRECTOR 2.00 X 0 0 0 MARGARET READ DIRECTOR 1.00 X 0 0 0 PATRICIA QUIRK DIRECTOR 2.00 X 0 0 0 JOY RICHARDSON DIRECTOR 2.00 X 0 0 0 JIM KANNRY DIRECTOR 2.00 X 0 0 0 false false false 1171432 900447 1171432 65594 65594 14392 14392 14392 14392 560 560 560 MISCELLANEOUS 485 485 485 1252463 560 80471 81750 63765 13898 4087 90345 69971 15380 4994 7922 7922 10987 10987 2550 2317 180 53 847 248 599 20613 18943 903 767 1993 1554 339 100 6738 5559 911 268 2159 2159 5155 5155 8214 6804 1353 57 SPECIAL PROJECTS 15791 15791 REAL ESTATE TAX 6950 6950 NAWCA PROJECTS 4286 4286 LAND PROJECTS 3401 3401 10011 7381 469 2161 279712 214284 52941 12487 10 8 522390 539415 49644 13000 3633 3709 6702307 53828 5311373 6648479 1058399 1328359 6945449 8532970 6228 7760 66388 63181 72616 70941 X 3491669 3726916 299108 382657 3082056 4352456 6872833 8462029 6945449 8532970 972751 40750 575695 X false true X true false X 412355 483412 524816 704169 296432 2421184 412355 483412 524816 704169 296432 2421184 350420 2070764 36253 24525 25135 30881 65594 182388 16193 13185 13568 13970 13877 70793 2744 350 204 1641 485 5424 2679789 560 0.77270 0.79010 X SUPPORTING SCHEDULE LAND DONATIONS 875,000 PART II, LINE 10 MISCELLANEOUS 5,424 SUPPLEMENTAL INFORMATION DURING 2013, BLUE HILL HERITAGE TRUST (BHHT)RECEIVED "UNUSUAL GRANTS" ( NON-RECURRING FOR SPECIFIC ONE-TIME PURPOSES) FROM MAINE COAST HERITAGE TRUST (MCHT) IN THE TOTAL AMOUNT OF 867,335. ALL BUT 10,000 OF THESE FUNDS WERE FROM A NORTH AMERICAN WETLANDS CONSERVATION ACT GRANT AWARDED TO A MCHT/BHHT CONSERVATION PARTNERSHIP PROJECT IN THE BAGADUCE RIVER WATERSHED AND WERE USED FOR THE PURCHASE OF CONSERVATION LANDS. MCHT WAS THE FORMAL GRANTEE AND ADMINISTERED THE GRANT. THE FUNDS THAT BHHT RECEIVED FROM THE GRANT VIA MCHT WERE FOR LANDS THAT IT PURCHASED AS PART OF THE PROJECT PARTNERSHIP. THE REMAINING 10,000 WAS A SPECIAL GRANT TO ASSIST WITH THE IMPLEMENTATION OF AN ORGANIZATIONAL MERGER PROCESS THROUGH WHICH THE CONSERVATION TRUST OF BROOKSVILLE,CASTINE AND PENOBSCOT, A NEIGHBORING LAND TRUST, WOULD BE MERGED INTO BHHT. (THE LEGAL MERGER WAS COMPLETED IN MARCH, 2014) RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 67 3555.00 1 true 458.00 11233 1058399 49500 94400 36125 12379 1153795 853517 132040 99089 26247 1058399 797445 88072 32000 853517 887658 30215 -45428 75000 797445 757615 70349 89694 30000 887658 0.81720 0.02170 0.16110 false false 6586076 6586076 113111 50708 62403 3120 3120 6648479 X 1293213 40750 40750 1252463 1252463 279712 279712 279712 SCHEDULE D, PAGE 1, PART II, LINE 5 THE ORGANIZATION HAS A WRITTEN MONITORING AND ENFORCEMENT POLICY. SCHEDULE D, PAGE 1, PART II, LINE 9 BLUE HILL HERITAGE TRUST DOES NOT INCLUDE DONATED CONSERVATION EASEMENTS IN REVENUES, EXPENSES, ON THE BALANCE SHEET. PURCHASED CONSERVATION EASEMENTS ARE EXPENSED. TEXT IN FINANCIAL STATEMENTS: "CONSERVATION EASEMENTS ARE DEEMED TO BE WITHOUT ECONOMIC VALUE TO THE BLUE HILL HERITAGE TRUST, INC. AND THEREFORE ARE VALUED AT ZERO FOR ACCOUNTING PURPOSES." SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT AND QUASI-ENDOWMENT FUNDS SERVE TO PROVIDE FINANCIAL SUPPORT FOR THE ORGANIZATION'S PROGRAMS, WITH A PORTION SPECIFICALLY DEDICATED TO THE STEWARDSHIP OF THE LANDS THAT IT OWNS AND THE CONSERVATION EASEMENTS THAT IT HOLDS. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ACS, INCOME TAXES. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. X 1 25447 X 3 875000 APPRAISAL 3 false true false FORM 990 - ORGANIZATION'S MISSION TO CONSERVE LAND AND WATER OF SPECIAL ECOLOGICAL NATURAL, AGRICULTURAL, SCENIC, CULTURAL, AND RECREATIONAL SIGNIFICANCE IN BLUE HILL, BROOKLIN, BROOKSVILLE, CASTINE, PENOBSCOT, SEDGWICK, AND SURRY, AND TO INCREASE PUBLIC UNDERSTANDING OF THE IMPORTANCE OF LAND AND WATER CONSERVATION. FORM 990, PAGE 2, PART III, LINE 4A A NEIGHBORING ALL VOLUNTEER LAND TRUST. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT COPY OF IRS FORM 990 IS DISTRIBUTED TO ALL BOARD MEMEBERS FOR REVIEW AND COMMENT BEFORE IT IS SIGNED AND 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 NON- PROFITS, 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 INSPECTIONS AT ITS OFFICE AT 258 MOUNTAIN ROAD, BLUE HILL. THE FOLLOWING ARE CURRENTLY ALSO AVAILABLE ON ITS WEBSITE: MISSION, STATEMENT OF VALUES, BY-LAWS, BOARD AND STAFF INFORMATION AND RECENT IRS FORM 990S. FORM 990, PART XI, LINE 9 ASSETS AQUIRED IN MERGER 575,695