2014-08-12T11:00:47-00:00 2013-12-31 THOMSON AND COMPANY PLLC PO BOX 28190 BELLINGHAM WA 98228 990 2013-01-01 911785342 LUMMI ISLAND HERITAGE TRUST LUMM 3607587997 PO BOX 158 LUMMI ISLAND WA 982621158 TOM WEATHERBY TREASURER 2014-08-08 true SUSAN THOMSON-SINES 3607343939 2014-08-12 X 2013 2015-11-30 17:44:51Z JANICE HOLMES PO BOX 158 LUMMI ISLAND WA 98262 205046 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 ISLANDS FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. 11 11 4 209 0 242060 124809 0 5705 12742 14406 14286 262171 151837 0 0 91899 95282 0 16832 44797 66076 136696 161358 125475 -9521 5761376 5948795 110000 208288 5651376 5740507 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 ISLANDS FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. false false 9948 EXTERNAL EDUCATIONAL OUTREACH ABOUT VOLUNTARY LAND CONSERVATION TOOLS INCLUDING PUBLICATION OF NEWSLETTERS DISTRIBUTED TO OVER 1600 HOUSEHOLDS INFORMATIONAL BROCHURES, WEB SITES, FIELD TRIPS, SLIDE SHOWS, WORKSHOPS, COMMUNITY EVENTS ON OUR PROPERTIES, AND PRIVATE MEETINGS WITH LAND OWNERS 93475 EASEMENTS AND ACQUISITIONS EFFORTS TO CONSERVE LAND THROUGH PURCHASE OR DONATION OF LAND AND CONSERVATION EASEMENTS. IN 2013, BEGAN FEASIBILITY WORK ON A POSSIBLE 105 ACRE PROPERTY ACQUISITION. THE TRUST CONTINUED TO WORK ON CONSERVATION EASEMENT DONATION ON 125 ACRES OF PRIVATE LAND AND CONTINUED PRELIMINARY DISCUSSIONS WITH VARIOUS LANDOWNERS WISHING TO VOLUNTARILY PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS. 15039 STEWARDSHIP THE TRUST OVERSEES AND MONITORS ITS FEE LANDS AND CONSERVATION EASEMENT PROPERTIES TO PROTECT NATURAL HABITAT AND CONSERVATION RESOURCES. MONITORING VISITS ARE CONDUCTED AT EACH PROPERTY AND REPORTS ARE FILED ON AN ANNUAL BASIS. AT YEAR END 2013, THE TRUST OWNED 283 ACRES OF LAND AS PRESERVES AND HELD 14 CONSERVATION EASEMENTS COVERING AND ADDITIONAL 163 ACRES. DURING 2013 THE TRUST TRANSFERRED TWO CONSERVATION EASEMENTS TO ITS SISTER ORGANIZATION THE SAN JUAN PRESERVATION TRUST IN ORDER TO ACCOMMODATE THE ORIGINIAL DONORS WISHES. 9948 128410 true true false false false false true false false true true false false false true true false false false false false 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 true 5 0 true 4 true false false false false false false false false false false false false X 11 11 false false true false false false false true true false false true true true true true true true false false WA X X REBECCA RETTMER 3607587997 PO BOX 158 LUMMI ISLAND WA 98262 JANICE HOLMES PRESIDENT 001.00 X X 0 0 0 MICHAEL SKEHAN VICE PRESIDENT 001.00 X X 0 0 0 TOM WEATHERBY TREASURER 001.00 X X 0 0 0 JOAN MOYE SECRETARY 001.00 X X 0 0 0 SAM BOWMAN DIRECTOR 001.00 X 0 0 0 LYNN DEE DIRECTOR 001.00 X 0 0 0 ANNI FRANZMANN DIRECTOR 001.00 X 0 0 0 PETER HODGES DIRECTOR 001.00 X 0 0 0 JYL PETERSON DIRECTOR 001.00 X 0 0 0 LOCH TRIMINGHAM DIRECTOR 001.00 X 0 0 0 MARY BETH WATKINS DIRECTORS 001.00 X 0 0 0 REBECCA RETTMER EXECUTIVE DIRECTOR 040.00 X X 57028 0 0 57028 false false false 44551 80258 50381 124809 12742 12742 50381 50381 11123 11123 5991 2828 3163 151837 12742 0 0 0 0 57028 45052 4562 7414 0 25256 19952 2021 3283 0 3000 2370 240 390 9998 7898 800 1300 0 1686 1686 6950 3950 3000 0 0 10688 10648 40 0 1532 499 590 443 0 0 1429 1129 114 186 470 376 94 0 0 0 0 4552 3642 455 455 8164 6798 1366 TELEPHONE 2343 1851 187 305 REPAIRS AND MAINTENANCE 2302 1871 321 110 POSTAGE/PRINTING/PUBLICATIONS 9560 6991 38 2531 TAXES/DUES/ACCREDITATION 5080 4646 154 280 11320 9051 2174 95 161358 128410 16116 16832 90119 10834 983448 122223 217302 2659 2260 4593554 33290 4562927 4560264 1158135 5761376 5948795 69 110000 208219 110000 208288 X 447973 595620 736493 677979 4466910 4466908 5651376 5740507 5761376 5948795 -9521 95652 3000 X false X false false false X 311260 85113 163228 256466 124809 940876 311260 85113 163228 256466 124809 940876 940876 1501 1322 1583 1733 12742 18881 959757 0.98030 0.81060 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 14 161.00 2 1 true 240.00 3698 true false 105000 9750 9750 105000 126140 3000 1048 25188 105000 125350 790 126140 124902 448 125350 124902 354 125256 1.00000 false false false 4498060 4498060 95494 33290 62204 4560264 Financial derivatives and other financial products Closely-held equity interests Federal income taxes LOAN PAYABLE X X 2 The Trust is a tax-exempt corporation under Section 501c3 of the IRS Code and is exempt from federal income tax on earnings associated with its exempt purpose.Unrelated business income is taxed at regular corporate tax rates. The Trust has no unrelated business income. For the year ended December 31, 2009 the Trust adopted guidance in FASB ASC 740-10, regarding the reporting of uncertainty in income taxes. The implementation of FASB ASC 740-10 had no impact on the Trusts statement of financial position or statement of activities. The Trust does not believe its financial statements reflect any uncertain tax positions. The Trusts accounting policy requires recording a liability for uncertain tax positions when it is probable that a loss has been incurred and the amount can be reasonably estimated. The Trust continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoratative rulings in determining transactions to be recognized in the financial statements. Tax years subjec to audit by the Internal Revenue Service are December 31, 2013, 2012, 2011, and 2010 respectively. Tax years subject to audit by the State of Washington are December 31, 2013, 2012, 2011, 2010, 2009, 2008, and 2007 respectively. X X X X X X X false EVENTS 11123 11123 11123 11123 11123 X 1 50381 false true false Form 990, Part III, Line 4d Program Service Expenses 9,948, Grants and allocations 0, Revenue 0 IOTHER PROGRAM SERVICES PREPARE 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 WAS AWARDED ACCREDITED STATUS BY THE LAND TRUST ALLIANCE ACCREDITATION IN JULY, 2013. Form 990, Part VI, Section B, Line 11b THE TRUST BOARD ASSIGNS THE REVIEW OF THE 990 TO THE FINANCE COMMITTEE PRIOR TO THE FILING OF THE RETURN. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS. Form 990, Part VI, Section B, Line 12b CONFLICTS OF INTEREST ARE DISCLOSED ANNUALLY AND MONITORED BY THE BOARD OF DIRECTORS Form 990, Part VI, Section B, Line 15a THE BOARD REVIEWS SALARIES OF SIMILAR POSITIONS AND REVIEWS NATIONAL, REGIONAL AND LOCAL DATA TO DECIDE APPROPRIATE SALARY LEVEL Form 990, Part VI, Section C, Line 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST