2013-05-10T12:04:29-00:00 2012-12-31 THOMSON AND COMPANY PLLC PO BOX 28190 BELLINGHAM WA 98228 990 2012-01-01 911785342 LUMMI ISLAND HERITAGE TRUST LUMM 3607587997 PO BOX 158 LUMMI ISLAND WA 982621158 TOM WEATHERBY 2013-05-10 true SUSAN THOMSON-SINES 3607343939 2013-05-10 X 2012 2016-02-24 21:20:13Z STEPHAN SCHNEIDER PO BOX 158 LUMMI ISLAND WA 98262 322820 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. 10 10 3 163 0 159296 242060 0 1583 5705 3797 14406 164676 262171 0 0 93543 91899 0 14740 34804 44797 128347 136696 36329 125475 5690901 5761376 165000 110000 5525901 5651376 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 33230 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 44306 EASEMENTS AND ACQUISITIONS EFFORTS TO CONSERVE LAND THROUGH PURCHASE OR DONATION OF LAND AND CONSERVATION EASEMENTS. IN 2012,COMPLETED A CAPITAL CAMPAIGN TO PROTECT 10 ACRES OF LAND IN A TARGETED AREA KNOWN AS THE OTTO PRESERVE. IN 2012, THE TRUST PURCHASED THE FEE INTEREST IN ONE 5 ACRE PARCEL OF LAND, COMPLETING THE OTTO PRESERVE WETLAND PROTECTION PROJECT. THE TRUST BEGAN WORK ON A 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. 22153 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 2012, THE TRUST OWNED 283 ACRES OF LAND AS PRESERVES AND HELD 16 CONSERVATION EASEMENTS COVERING AND ADDITIONAL 221 ACRES. 11076 110765 true true false false false true false true true true 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 true false false false false false false false false true 0 0 true 3 true false false false false false false false false false X 10 10 false false false 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 STEPHAN SCHNEIDER 001.00 X X 0 0 0 JANICE HOLMES 001.00 X X 0 0 0 TOM WEATHERBY 001.00 X X 0 0 0 JOAN MOYE 001.00 X X 0 0 0 ANNIE FRANZMANN 001.00 X 0 0 0 PETER HODGES 001.00 X 0 0 0 MARGARET LARSON 001.00 X 0 0 0 JYL PETERSON 001.00 X 0 0 0 MARY BETH WATKINS 001.00 X 0 0 0 MICHAEL SKEHAN 001.00 X 0 0 0 REBECCA RETTMER 040.00 X X 56028 0 0 56028 false false false 49507 192553 50375 242060 1733 58882 54910 3972 3972 12938 2707 10231 7207 3032 4175 262171 0 0 0 0 56028 43141 5043 7844 0 28592 22016 2573 4003 0 0 7279 5605 655 1019 0 1328 1328 3625 2225 700 700 0 0 1341 1316 25 0 2163 1955 106 102 0 0 1235 951 111 173 322 275 47 0 4172 4172 0 0 4683 4683 5062 3696 1366 TELEPHONE 2052 1580 185 287 REPAIRS AND MAINTENANCE 2622 2566 56 POSTAGE/PRINTING/PUBLICATIONS 4737 4160 11 566 TAXES/DUES/ACCREDITATION 10913 10767 125 21 542 329 213 136696 110765 11191 14740 50843 90119 911186 983448 243993 122223 2469 2659 4591665 28738 4481410 4562927 1000 5690901 5761376 165000 110000 165000 110000 X 535366 447973 613308 736493 4377227 4466910 5525901 5651376 5690901 5761376 125475 X false X false false false X 360289 311260 85113 163228 256466 1176356 360289 311260 85113 163228 256466 1176356 213648 962708 5101 1501 1322 1583 1733 11240 1187596 0.81060 0.99290 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 16 221.00 1 true 240.00 3698 true false false 126140 3000 1048 25188 105000 125350 790 126140 124902 448 125350 124902 354 125256 1.00000 false false false 4498062 4498062 93603 28738 64865 4562927 Financial derivatives and other financial products Closely-held equity interests Federal income taxes LOAN PAYABLE X 268634 6463 6463 262171 262171 143159 6463 6463 136696 136696 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 statues of limitations, audits, proposed settlements, changes in tax law and new authoratative rulings in determining transactions to be recognized in the financial statements. X 1 50375 SALE FMV true false Form 990 Part VI B 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 B 12b CONFLICTS OF INTEREST ARE DISLCOSED ANNUALLY AND MONITORED BY THE BOARD OF DIRECTORS Form 990 Part VI B 15a THE BOARD REVIEWS SALARIES OF SIMILAR POSITIONS AND REVIEWS NATIONAL, REGIONAL AND OCA WAGE DATA TO DECIDE APPROPRIATE SALARY LEVEL. Form 990 Part VI C 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.