BLUE HILL HERITAGE TRUST INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BLUE HILL HERITAGE TRUST INC (EIN 22-2655830)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-24
- IRS object ID
- 202442989349300524
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-24T13:04:02-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830772076 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LG&H | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 STILLWATER AVE STE 5 | AddressLine1Txt |
| City | BANGOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222655830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE HILL HERITAGE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 2073745118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222 | AddressLine1Txt |
| City | BLUE HILL | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA MCKEAGUE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2073745118 | PhoneNum |
| Signature | 2024-10-02 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN L CHAREST CPA | PreparerPersonNm |
| PTIN | P01758513 | PTIN |
| Phone | 2079904585 | PhoneNum |
| Preparation | 2024-10-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HANNAH WEBBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUNUP LANE | AddressLine1Txt |
| City | SURRY | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,410,866 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLUEHILLHERITAGETRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | TO LEAD IN CONSERVING LAND, WATER, AND WILDLIFE HABITAT ON THE GREATER BLUE HILL PENINSULA; TO TEACH AND PRACTICE A STEWARDSHIP ETHIC; AND, TO PROMOTE ECOLOGICAL, ECONOMIC, AND COMMUNITY HEALTH FOR THIS AND FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $25,461 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $24,461 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $922,637 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,419,864 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $112,867 | PYInvestmentIncomeAmt |
| CY Investment Income | $179,279 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,919 | PYOtherRevenueAmt |
| CY Other Revenue | $50,926 | CYOtherRevenueAmt |
| PY Total Revenue | $1,091,423 | PYTotalRevenueAmt |
| CY Total Revenue | $2,650,069 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $475,655 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $612,884 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $88,658 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $584,838 | PYOtherExpensesAmt |
| CY Other Expenses | $571,587 | CYOtherExpensesAmt |
| PY Total Expenses | $1,060,493 | PYTotalExpensesAmt |
| CY Total Expenses | $1,184,471 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,930 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,465,598 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,834,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,598,403 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $215,157 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,254 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,619,059 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,538,149 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO LEAD IN CONSERVING LAND, WATER, AND WILDLIFE HABITAT ON THE GREATER BLUE HILL PENINSULA; TO TEACH AND PRACTICE A STEWARDSHIP ETHIC; AND, TO PROMOTE ECOLOGICAL, ECONOMIC, AND COMMUNITY HEALTH FOR THIS AND FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $817,476 | ExpenseAmt |
| Desc | THE ORGANIZATION WORKED TO 1) PROTECT VALUABLE CONSERVATION LAND FOR THE BENEFIT OF THE HUMAN AND NATURAL COMMUNITIES OF THE REGION 2) MONITORED ITS 73 EASEMENT PROPERTIES (3,815 ACRES) AND MAINTAINED RELATIONSHIPS WITH CURRENT OWNERS 3) MANAGED THE 8,655 ACRES OF CONSERVATION LAND OWNED BY THE TRUST, FOR THE PRESERVATION OF CONSERVATION VALUE 4) MAINTAINED PUBLIC ACCESS ON 27 MILES OF TRAILS AND MULTIPLE SHORELINE ACCESS POINTS 5) SERVED ITS COMMUNITIES BY OFFERING FREE AND PUBLIC EDUCATIONAL PROGRAMS, FOR BOTH CHILDREN AND ADULTS. | Desc |
| Total Program Service Expenses | $817,476 | 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 | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | false | 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANS CARLSON | PersonNm |
| Phone | 2073745118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222 | AddressLine1Txt |
| City | BLUE HILL | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04614 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| HANNAH WEBBER | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARCIA MCKEAGUE | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NORMAN ALT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER CLAPP | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY CURTIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE HURVITT | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARAH JAFFRAY KING | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BROOKE PARISH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDON REAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATE TOMKINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HANS CARLSON | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $104,618 | $0 | $2,700 | |
| JOHN BOIT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH RYAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $104,618 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $2,700 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $793,960 | GovernmentGrantsAmt |
| All Other Contributions | $1,625,904 | AllOtherContributionsAmt |
| Noncash Contributions | $166,122 | NoncashContributionsAmt |
| Total Contributions | $2,419,864 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,451 | TotalRevenueColumnAmt |
| Exclusion | $161,451 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,461 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,461 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,461 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $25,461 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $772,376 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $754,548 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,828 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,828 | TotalRevenueColumnAmt |
| Exclusion | $17,828 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $8,397 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,249 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,148 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| FEES FOR SERVICES | $12,317 | $12,317 |
| MISC | $1,000 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,317 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,650,069 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,148 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $25,461 | UnrelatedBusinessRevenueAmt |
| Exclusion | $202,596 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,318 | TotalAmt |
| Program Services | $26,830 | ProgramServicesAmt |
| Management And General | $64,391 | ManagementAndGeneralAmt |
| Fundraising | $16,097 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,937 | TotalAmt |
| Program Services | $357,350 | ProgramServicesAmt |
| Management And General | $47,208 | ManagementAndGeneralAmt |
| Fundraising | $49,379 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,950 | TotalAmt |
| Program Services | $6,637 | ProgramServicesAmt |
| Management And General | $477 | ManagementAndGeneralAmt |
| Fundraising | $836 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,679 | TotalAmt |
| Program Services | $29,990 | ProgramServicesAmt |
| Management And General | $8,600 | ManagementAndGeneralAmt |
| Fundraising | $5,089 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,791 | TotalAmt |
| Program Services | $19,791 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,594 | TotalAmt |
| Management And General | $14,594 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,906 | TotalAmt |
| Management And General | $19,906 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,163 | TotalAmt |
| Program Services | $192,301 | ProgramServicesAmt |
| Management And General | $4,862 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,963 | TotalAmt |
| Program Services | $11,063 | ProgramServicesAmt |
| Management And General | $11,523 | ManagementAndGeneralAmt |
| Fundraising | $4,377 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,655 | TotalAmt |
| Program Services | $48,581 | ProgramServicesAmt |
| Management And General | $10,633 | ManagementAndGeneralAmt |
| Fundraising | $1,441 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,875 | TotalAmt |
| Program Services | $4,022 | ProgramServicesAmt |
| Management And General | $853 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,496 | TotalAmt |
| Program Services | $1,027 | ProgramServicesAmt |
| Management And General | $295 | ManagementAndGeneralAmt |
| Fundraising | $174 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,889 | TotalAmt |
| Program Services | $26,228 | ProgramServicesAmt |
| Management And General | $2,070 | ManagementAndGeneralAmt |
| Fundraising | $591 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,016 | TotalAmt |
| Program Services | $14,748 | ProgramServicesAmt |
| Management And General | $3,075 | ManagementAndGeneralAmt |
| Fundraising | $193 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| 3 SISTERS LANGUAGE PROJ. | $74,212 | $74,212 | |
| OUTREACH | $33,947 | $1,996 | $31,951 |
| STEWARDSHIP | $17,036 | $17,036 | |
| FEES AMD TAXES | $12,794 | $12,271 | $523 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,250 | TotalAmt |
| Program Services | $29,398 | ProgramServicesAmt |
| Management And General | $1,371 | ManagementAndGeneralAmt |
| Fundraising | $10,481 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,471 | TotalAmt |
| Program Services | $817,476 | ProgramServicesAmt |
| Management And General | $278,337 | ManagementAndGeneralAmt |
| Fundraising | $88,658 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,596 | BOYAmt |
| EOY | $110,747 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,233,346 | BOYAmt |
| EOY | $651,066 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,873 | BOYAmt |
| EOY | $394,419 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,400 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,925 | BOYAmt |
| EOY | $3,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,355,578 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,227 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,697,169 | BOYAmt |
| EOY | $11,246,351 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,835,307 | BOYAmt |
| EOY | $4,851,495 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,000 | BOYAmt |
| EOY | $335,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,834,216 | BOYAmt |
| EOY | $17,598,403 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,320 | BOYAmt |
| EOY | $40,802 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,838 | BOYAmt |
| EOY | $19,452 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,999 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,157 | BOYAmt |
| EOY | $60,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,204,096 | BOYAmt |
| EOY | $9,508,282 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,414,963 | BOYAmt |
| EOY | $8,029,867 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,619,059 | BOYAmt |
| EOY | $17,538,149 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,834,216 | BOYAmt |
| EOY | $17,598,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,465,598 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $427,428 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $26,064 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| 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 | $818,036 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,171,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,720,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $922,637 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,419,864 | CurrentTaxYearAmt |
| Total | $8,052,238 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $818,036 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,171,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,720,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $922,637 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,419,864 | CurrentTaxYearAmt |
| Total | $8,052,238 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $822,510 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,229,728 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,451 | CurrentTaxYearAmt |
| Total | $479,349 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,461 | CurrentTaxYearAmt |
| Total | $91,355 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $13,317 | CurrentTaxYearAmt |
| Total | $15,856 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,638,798 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $54,804 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73780 | 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 | MISCELLANEOUS 15,856 | 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 | 73 | TotalEasementsCnt |
| Total Acreage | 3815.35 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 340.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $7,950 | ExpensesIncurredEnforcementAmt |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,665 | BeginningYearBalanceAmt |
| Contributions | $31,410 | ContributionsAmt |
| Investment Earnings Or Losses | $19,506 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,506 | OtherExpendituresAmt |
| End Year Balance | $170,075 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $133,665 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,836 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,836 | OtherExpendituresAmt |
| End Year Balance | $138,665 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,500 | BeginningYearBalanceAmt |
| Contributions | $9,165 | ContributionsAmt |
| Investment Earnings Or Losses | $8,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,619 | OtherExpendituresAmt |
| End Year Balance | $133,665 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,571,303 | BeginningYearBalanceAmt |
| Contributions | $61,950 | ContributionsAmt |
| Investment Earnings Or Losses | $7,379 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,516,132 | OtherExpendituresAmt |
| End Year Balance | $124,500 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,368,953 | BeginningYearBalanceAmt |
| Contributions | $121,956 | ContributionsAmt |
| Investment Earnings Or Losses | $259,253 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $163,741 | OtherExpendituresAmt |
| Administrative Expenses | $15,118 | AdministrativeExpensesAmt |
| End Year Balance | $1,571,303 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $10,632,013 | OtherCostOrOtherBasisAmt |
| Book Value | $10,632,013 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $513,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,466 | DepreciationAmt |
| Book Value | $457,601 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,375 | DepreciationAmt |
| Book Value | $1,125 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $189,601 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,017 | DepreciationAmt |
| Book Value | $137,584 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $369 | DepreciationAmt |
| Book Value | $18,028 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,246,351 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,094,391 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $427,428 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $97,261 | OtherRevenueAmt |
| Revenue Not Reported | $524,689 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,569,702 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,906 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $60,461 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $80,367 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,650,069 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,209,582 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $45,017 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $45,017 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,164,565 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,906 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,906 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,184,471 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 5 | IT IS THE POLICY OF BLUE HILL HERITAGE TRUST (BHHT) TO UPHOLD THE TERMS OF THE CONSERVATION EASEMENTS IT HOLDS BY 1. TAKING ACTIONS TO PREVENT VIOLATIONS OF EASEMENT TERMS, AND 2. ENFORCING THE EASEMENT TERMS PROMPTLY AND DILIGENTLY WITH APPROPRIATE ACTIONS WHEN ANY VIOLATION OCCURS. BHHT WILL MAKE A PROMPT AND DILIGENT INVESTIGATION OF THE FACTS SURROUNDING ANY POTENTIAL VIOLATION AND WILL MAKE A DETERMINATION WHETHER A VIOLATION HAS OCCURRED. IN THE CASE OF AN ACTUAL VIOLATION, BHHT WILL DETERMINE AN APPROPRIATE RESPONSE BASED ON THE NATURE OF THE VIOLATION, INCLUDING THE EXTENT OF IMPACT ON THE CONSERVATION VALUES THAT THE EASEMENT IS INTENDED TO PROTECT, AND WILL TAKE THE NECESSARY STEPS TO RESOLVE THE VIOLATION AS SOON AS POSSIBLE. RESPONSES MAY RANGE FROM VOLUNTARY REPARATION BY THE LANDOWNER TO AN ENFORCEMENT ACTION IN A COURT OF LAW. ENFORCEMENT ACTIONS WILL BE CONSISTENT WITH BHHTS CONFLICTS OF INTEREST POLICY AND WILL AVOID ANY PRIVATE INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. THE EASEMENT ENFORCEMENT POLICIES ARE REFLECTED IN THE ORGANIZATION'S EASEMENT DOCUMENTS. |
| SCHEDULE D, PAGE 1, PART II, LINE 9 | ORGANIZATION DOES NOT RECORD CONSERVATION EASEMENTS ON ITS BALANCE SHEET AND DONATIONS OF EASEMENTS ARE NOT REFLECTED AS INCOME. MONITORING AND STEWARDSHIP EXPENSES ARE EXPENSED AS INCURRED. TEXT OF FINANCIAL STATEMENT FOOTNOTE CONSERVATION EASEMENTS, WHETHER PURCHASED OR DONATED, ARE CONSIDERED TO HAVE NO ECONOMIC VALUE, AND ARE RECORDED AT COST OF FAIR MARKET VALUE AT THE TIME OF DONATION, LESS A 100% ALLOWANCE FOR IMPAIRMENT. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ENDOWMENT FUNDS SERVE TO PROVIDE FINANCIAL SUPPORT FOR THE ORGANIZATION'S PROGRAMS, WITH PORTIONS SPECIFICALLY DEDICATED TO OPERATIONS AND INTERNSHIPS. NOTE: THE ORGANIZATION RESOLVED IN 2020 TO USE THE TERM "ENDOWMENT" TO MEAN AN INSTITUTIONAL FUND OR PART THEREOF THAT, UNDER THE TERMS OF A GIFT INSTRUMENT, IS NOT WHOLLY EXPENDABLE BY THE INSTITUTION ON A CURRENT BASIS. ACCORDINGLY, FUNDS TOTALING 1,508,753 THAT HAD PREVIOUSLY BEEN CLASSIFIED AS ENDOWMENT FUNDS WERE RECLASSIFIED TO INVESTMENTS. SCHEDULE D, PART V, ENDOWMENT FUNDS, LINE 1E FOR 2020 INCLUDES THESE RECLASSIFIED FUNDS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | PCE LEASE REVENUE 91,012 COST OF GOODS SOLD 6,249 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | PCE DIVIDEND 35,000 LEASE REVENUE 25,461 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | PCE EXPENSES 38,768 COST OF GOODS SOLD 6,249 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,122 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $127,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 | AS NOTED ON SCHEDULE D, THE ORGANIZATION RESOLVED IN 2020 TO USE THE TERM "ENDOWMENT" TO MEAN AN INSTITUTIONAL FUND OR PART THEREOF THAT, UNDER THE TERMS OF A GIFT INSTRUMENT, IS NOT WHOLLY EXPENDABLE BY THE INSTITUTION ON A CURRENT BASIS. ACCORDINGLY, FUNDS TOTALING 1,508,753 THAT HAD PREVIOUSLY BEEN CLASSIFIED AS ENDOWMENT FUNDS WERE RECLASSIFIED TO INVESTMENTS. SCHEDULE D, PART V, ENDOWMENT FUNDS, LINE 1E FOR 2020 INCLUDES THESE RECLASSIFIED FUNDS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS FIRST REVIEWED BY THE TREASURER AND THE EXECUTIVE DIRECTOR, THEN IT IS CIRCULATED TO THE WHOLE BOARD FOR REVIEW. SUBSEQUENT TO REVIEW BY THE WHOLE BOARD, THE 990 IS 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 NONPROFITS, 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 INSPECTION AT ITS OFFICE AT 157 HINCKLEY RIDGE ROAD, BLUE HILL, MAINE. THE FOLLOWING ARE CURRENTLY ALSO AVAILABLE ON ITS WEBSITE: MISSION, STATEMENT OF VALUES, BYLAWS, BOARD AND STAFF INFORMATION AND RECENT IRS FORMS 990. |
| FORM 990, PART IX, LINE 11G | CONTRACTED LABOR 212,092 19,456 0 LESS LEGAL AND ACCOUNTING -19,791 -14,594 0 TOTAL 192,301 4,862 0 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENINSULA CONSERVATION ENTERPRISES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 164 | AddressLine1Txt |
| City | BLUE HILL | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 854111815 | EIN |
| Primary Activities | LESSORS | PrimaryActivitiesTxt |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $91,012 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $316,529 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PENINSULA CONSERVATION ENTERPRISES | ||
| A | $25,461 | CASH RECEIVED |
| PENNISULA CONSERVATION ENTERPRISES | ||
| F | $35,000 | CASH RECEIVED |