MAINE COAST HERITAGE TRUST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MAINE COAST HERITAGE TRUST (EIN 23-7099105)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349306438
- Schema version
- 2023v5.1
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T14:15:50-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | 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 | 237099105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maine Coast Heritage Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAIN | BusinessNameControlTxt |
| Phone | 2077297366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Bowdoin Mill Island 201 | AddressLine1Txt |
| City | Topsham | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine D Stookey | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2077297366 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph R Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2024-11-08 | 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 | Katherine D Stookey | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Bowdoin Mill Island 201 | AddressLine1Txt |
| City | Topsham | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,280,008 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mcht.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Maine land conservation and protection | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 94 | TotalEmployeeCnt |
| Total Volunteers | 573 | TotalVolunteersCnt |
| Total Gross UBI | -$36,861 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,873,698 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,739,614 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $135,843 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $130,447 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,517,654 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,724,872 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,510 | PYOtherRevenueAmt |
| CY Other Revenue | $33,916 | CYOtherRevenueAmt |
| PY Total Revenue | $22,546,705 | PYTotalRevenueAmt |
| CY Total Revenue | $26,628,849 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,962,018 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,337,621 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,240,071 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,052,873 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,494,003 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,564,159 | PYOtherExpensesAmt |
| CY Other Expenses | $5,331,648 | CYOtherExpensesAmt |
| PY Total Expenses | $12,766,248 | PYTotalExpensesAmt |
| CY Total Expenses | $20,722,142 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,780,457 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,906,707 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $280,515,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $298,161,205 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,241,443 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,199,579 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $279,274,449 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $296,961,626 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Maine Coast Heritage Trust advances the conservation of lands and waters in Maine to ensure ecological well-being and foster thriving communities. MCHT provides statewide conservation leadership through its work with land trusts, coastal communities and other partners. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,362,875 | ExpenseAmt |
| Grant | $9,337,621 | GrantAmt |
| Revenue | $130,447 | RevenueAmt |
| Desc | Land Protection Program-Works with landowners, communities and partners across the state to conserve lands and waters to protect ecosystem function, build resilience in a changing climate and benefit people and wildlife for decades to come. Additionally, the Land Trust Program provides training, education and technical support for Maine's network of land trusts and conservation organizations. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,039,565 | ExpenseAmt |
| Desc | Stewardship-Works collaboratively to care for conserved land to enhance ecological function, provide habitat for wildlife, and offer people a wide-range of outdoor experiences, water access sites, and opportunities to engage with the land. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $671,739 | ExpenseAmt |
| Desc | Farm Operations-Agricultural lands and programming through working farm and community preserves in Rockport, we advance regenerative farming techniques, support a healthy local food system, connect kids and families to farming and outdoor experiences, and showcase the tangible benefits of conserved lands. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $806,878 | ExpenseAmt |
| Desc | Communications - manages print and digital communications including messaging, branding, channel management, public relations and public education. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $806,878 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $16,881,057 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 94 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joanne Favreau | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2077297366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Bowdoin Mill Island Suite 201 | AddressLine1Txt |
| City | Topsham | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04086 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Thomas Armstrong Jr | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MacKenzie Davis | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Judy Wallingford | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John Adelman | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ann Amstutz Hayes | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| M Cameron Barrow | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Emily Beck | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Emily Bruce | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Alejendra Geiger-Ortiz | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Alexandra Hopkins | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Katherine Jans | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Amory Logan | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Christina Millet | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Philip Ryan | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sam Spencer | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sheridan Steele | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Nova Tower | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Benjamin Twining | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward E Wendell Jr | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lucy McCarthy | |||||||
| Past Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jean Wheeler | |||||||
| Past Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Katherine D Stookey | |||||||
| President | 40.00 | Yes (X) | $204,842 | $0 | $42,300 | ||
| Joanne Favreau | |||||||
| Director of Finance & Administration | 40.00 | Yes (X) | $147,463 | $0 | $19,619 | ||
| Nichole Blanchard | |||||||
| Director of Engagement | 40.00 | $143,483 | $0 | $30,996 | Yes (X) | ||
| Jane Arbuckle | |||||||
| Director of Stewardship | 40.00 | $130,210 | $0 | $19,975 | Yes (X) | ||
| Elizabeth Ham | |||||||
| Director of Land Protection | 40.00 | $129,317 | $0 | $26,365 | Yes (X) | ||
| Karin Marchetti | |||||||
| General Counsel | 28.00 | $105,170 | $0 | $20,737 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $860,485 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $159,992 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cold Mountain Builders Inc | |||||
| 33 Pendleton Street | Belfast | ME | 04915 | Construction Services | $1,767,466 |
| RL White & Son Inc | |||||
| PO Box 8 | Hulls Cove | ME | 04644 | Construction Services | $248,892 |
| Cambridge Associates LLC | |||||
| PO Box 412015 | Boston | MA | 02241 | Investment Services | $181,197 |
| Bernuth & Williamson | |||||
| 13 Campbelton Circle | Princeton | NJ | 08540 | Contract Services | $175,462 |
| Jet Mail Services Inc | |||||
| 577 Main Street Suite 300 | Hudson | MA | 01749 | Contract Services | $129,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,169,053 | GovernmentGrantsAmt |
| All Other Contributions | $20,570,561 | AllOtherContributionsAmt |
| Noncash Contributions | $5,887,624 | NoncashContributionsAmt |
| Total Contributions | $21,739,614 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Fees | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $130,447 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $130,447 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $130,447 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,738,366 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$72,218 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,810,584 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,136,008 | SecuritiesAmt |
| Other | $2,501,657 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,085,312 | SecuritiesAmt |
| Other | $3,565,847 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,050,696 | SecuritiesAmt |
| Other | -$1,064,190 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,986,506 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,641 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,977,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,200 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,200 | TotalRevenueColumnAmt |
| Exclusion | $7,200 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| Farm Operations Revenue | 110000 | $14,746 | $14,746 |
| Sale of Beef | 110000 | $10,160 | $10,160 |
| Fair & Art Show | 110000 | $1,810 | $1,810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,716 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,628,849 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $130,447 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$36,861 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,795,649 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,337,621 | TotalAmt |
| Program Services | $9,337,621 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,224 | TotalAmt |
| Program Services | $215,119 | ProgramServicesAmt |
| Management And General | $124,963 | ManagementAndGeneralAmt |
| Fundraising | $74,142 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,315,472 | TotalAmt |
| Program Services | $3,149,009 | ProgramServicesAmt |
| Management And General | $461,262 | ManagementAndGeneralAmt |
| Fundraising | $705,201 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,853 | TotalAmt |
| Program Services | $237,200 | ProgramServicesAmt |
| Management And General | $34,051 | ManagementAndGeneralAmt |
| Fundraising | $50,602 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,117 | TotalAmt |
| Program Services | $455,688 | ProgramServicesAmt |
| Management And General | $73,504 | ManagementAndGeneralAmt |
| Fundraising | $96,925 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,207 | TotalAmt |
| Program Services | $269,653 | ProgramServicesAmt |
| Management And General | $44,724 | ManagementAndGeneralAmt |
| Fundraising | $60,830 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,317 | TotalAmt |
| Program Services | $7,694 | ProgramServicesAmt |
| Management And General | $18,623 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,195 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
| Management And General | $70,695 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,718 | TotalAmt |
| Management And General | $1,174,718 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,203 | TotalAmt |
| Program Services | $648,520 | ProgramServicesAmt |
| Management And General | $122,134 | ManagementAndGeneralAmt |
| Fundraising | $57,549 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,395 | TotalAmt |
| Program Services | $421,300 | ProgramServicesAmt |
| Management And General | $100,871 | ManagementAndGeneralAmt |
| Fundraising | $201,224 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,712 | TotalAmt |
| Program Services | $685,311 | ProgramServicesAmt |
| Management And General | $44,820 | ManagementAndGeneralAmt |
| Fundraising | $34,581 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,033 | TotalAmt |
| Program Services | $91,087 | ProgramServicesAmt |
| Management And General | $5,966 | ManagementAndGeneralAmt |
| Fundraising | $47,980 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,487 | TotalAmt |
| Program Services | $163,131 | ProgramServicesAmt |
| Management And General | $290 | ManagementAndGeneralAmt |
| Fundraising | $66 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,582 | TotalAmt |
| Program Services | $294,571 | ProgramServicesAmt |
| Management And General | $8,011 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,429 | TotalAmt |
| Program Services | $170,898 | ProgramServicesAmt |
| Management And General | $22,730 | ManagementAndGeneralAmt |
| Fundraising | $30,801 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Project Expense | $745,141 | $608,718 | $3,850 | $132,573 |
| Staff Recruitment & Tra | $104,310 | $66,911 | $35,870 | $1,529 |
| Farm Operating Expenses | $57,126 | $57,126 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,722,142 | TotalAmt |
| Program Services | $16,881,057 | ProgramServicesAmt |
| Management And General | $2,347,082 | ManagementAndGeneralAmt |
| Fundraising | $1,494,003 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,550 | BOYAmt |
| EOY | $8,845 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,493,577 | BOYAmt |
| EOY | $34,848,595 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,980,789 | BOYAmt |
| EOY | $3,820,051 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,473 | BOYAmt |
| EOY | $670,986 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $319,002 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,729 | BOYAmt |
| EOY | $8,404 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,921 | BOYAmt |
| EOY | $316,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $126,965,116 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,421,405 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,547,919 | BOYAmt |
| EOY | $124,543,711 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,919,301 | BOYAmt |
| EOY | $38,794,710 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,195,719 | BOYAmt |
| EOY | $89,204,045 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,370,914 | BOYAmt |
| EOY | $5,626,063 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,515,892 | BOYAmt |
| EOY | $298,161,205 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,165,943 | BOYAmt |
| EOY | $1,199,079 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,241,443 | BOYAmt |
| EOY | $1,199,579 | 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 | $181,264,133 | BOYAmt |
| EOY | $192,476,754 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,010,316 | BOYAmt |
| EOY | $104,484,872 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,274,449 | BOYAmt |
| EOY | $296,961,626 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,515,892 | BOYAmt |
| EOY | $298,161,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,906,707 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,590,527 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $189,943 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $27,114,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,050,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,270,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,873,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,739,614 | CurrentTaxYearAmt |
| Total | $97,047,668 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,114,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,050,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,270,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,873,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,739,614 | CurrentTaxYearAmt |
| Total | $97,047,668 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,959,136 | SubstantialContributorsTotAmt |
| Public Support Total170 | $80,088,532 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,173,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,483,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,302,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,769,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,738,366 | CurrentTaxYearAmt |
| Total | $8,466,413 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $7,200 | CurrentTaxYearAmt |
| Total | $7,200 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $105,521,281 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $565,597 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $474 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,647 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,121 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,719,021 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,722,142 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $717,223 | CurrentYearMinus3Amt |
| Current Year Minus2 | $712,948 | CurrentYearMinus2Amt |
| Current Year Minus1 | $788,312 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,218,483 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,827,725 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $622 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,342 | CurrentYearMinus2Amt |
| Current Year Minus1 | $158 | CurrentYearMinus1Amt |
| Current Year | $3,121 | CurrentYearAmt |
| Total | $5,243 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $179,306 | CurrentYearMinus3Amt |
| Current Year Minus2 | $178,237 | CurrentYearMinus2Amt |
| Current Year Minus1 | $197,078 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $804,621 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,206,932 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $33 | CurrentYearMinus3Amt |
| Current Year Minus2 | $131 | CurrentYearMinus2Amt |
| Current Year | $474 | CurrentYearAmt |
| Total | $638 | TotalAmt |
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 |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 324 | TotalEasementsCnt |
| Total Acreage | 22835.00 | TotalAcreageCnt |
| Modified Easements | 5 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1639.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $344,046 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,164,944 | BeginningYearBalanceAmt |
| Contributions | $8,761,274 | ContributionsAmt |
| Investment Earnings Or Losses | $15,081,072 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,282,065 | OtherExpendituresAmt |
| Administrative Expenses | $1,174,718 | AdministrativeExpensesAmt |
| End Year Balance | $132,550,507 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,172,785 | BeginningYearBalanceAmt |
| Contributions | $12,082,321 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,577,863 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,696,043 | OtherExpendituresAmt |
| Administrative Expenses | $816,256 | AdministrativeExpensesAmt |
| End Year Balance | $114,164,944 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,282,285 | BeginningYearBalanceAmt |
| Contributions | $770,866 | ContributionsAmt |
| Investment Earnings Or Losses | $20,058,046 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,102,648 | OtherExpendituresAmt |
| Administrative Expenses | $835,764 | AdministrativeExpensesAmt |
| End Year Balance | $119,172,785 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,259,830 | BeginningYearBalanceAmt |
| Contributions | $2,739,310 | ContributionsAmt |
| Investment Earnings Or Losses | $16,314,305 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,107,781 | OtherExpendituresAmt |
| Administrative Expenses | $923,379 | AdministrativeExpensesAmt |
| End Year Balance | $102,282,285 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,580,186 | BeginningYearBalanceAmt |
| Contributions | $12,198,688 | ContributionsAmt |
| Investment Earnings Or Losses | $11,263,545 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,194,378 | OtherExpendituresAmt |
| Administrative Expenses | $588,211 | AdministrativeExpensesAmt |
| End Year Balance | $87,259,830 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37527 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53329 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09144 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,355,783 | OtherCostOrOtherBasisAmt |
| Book Value | $117,355,783 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,841,784 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,543,302 | DepreciationAmt |
| Book Value | $6,298,482 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,431,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $809,941 | DepreciationAmt |
| Book Value | $621,408 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $336,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,162 | DepreciationAmt |
| Book Value | $268,038 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $124,543,711 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interests in Limited Liability Companies and Limited Partnerships | Desc |
| Book Value | $89,204,045 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $89,204,045 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $38,323,584 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,590,527 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,289,086 | OtherRevenueAmt |
| Revenue Not Reported | $12,879,613 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,443,971 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,174,718 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $10,160 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,184,878 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,628,849 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,636,407 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,099,143 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,099,143 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,537,264 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,174,718 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,160 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,184,878 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,722,142 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 3: | 1. Birch Island Duck Cove, Harpswell, ME Cumberland County Registry of Deeds Bk 40233 Pg 229: An amendment to the conservation easement at the request of the landowners Helen and Walter Norton. Amendment provided a modification to the termination and proceeds clause as a result of the IRS Safe Harbor Notice 2023-30. 2. Wilson Cove Skassen LLC, Harpswell, ME Cumberland County Registry of Deeds Bk 40233 Pg 225: An amendment to the conservation easement at the request of the landowners Helen Norton. Amendment provided a modification to the termination and proceeds clause as a result of the IRS Safe Harbor Notice 2023-30. 3. Wilson Cove Skassen LLC II, Harpswell, ME Cumberland County Registry of Deeds Bk 40233 Pg 225: An amendment to the conservation easement at the request of the landowners Helen Norton. Amendment provided a modification to the termination and proceeds clause as a result of the IRS Safe Harbor Notice 2023-30. 4. Bagaduce River-Wilson Property, Castine, ME Hancock County Registry of Deeds Bk 6716 Pg 233: An amendment to the conservation easement at the request of the landowners David and Elise Wilson. Amendment provided a modification to the termination and proceeds clause as a result of the IRS Safe Harbor Notice 2023-30. 5. Furnam Forest, Stonington, ME -Hancock County Registry of Deeds Bk 7276 Pg 549: An amendment to the conservation easement at the request of the landowners Carl and Alicia Furman. Amendment provided a modification to the termination and proceeds clause as a result of the IRS Safe Harbor Notice 2023-30. |
| Part II, Line 5: | Conservation easements require communications with landowners, monitoring visits at least once each year, reviewing landowner plans for changes that are addressed in the easement and approving or denying them, working with the organization's attorney to deal with violations and amendments, and in some cases transferring easements to other organizations. Some easements require very little time and others require lengthy discussions, negotiations, repeated visits, and specific management. Maintaining good communication with landowners is the key factor in avoiding violations and legal quagmires. As original Grantors pass on or transfer their property, it is especially important to quickly make contact and develop relationships with the new landowners and to help them understand the purpose and restrictions of the easement if necessary. MCHT maintains a policy with LTAs Terrafirma Risk Retention Group. This provides us with litigation coverage should we ever need to provide legal defense for any of our conservation easements. |
| Part II, Line 9: | Contributed conservation easements held by the Organization are not recorded in the financial statements because easements do not represent economic assets or resources. Purchased conservation easements are expensed on the date purchased. |
| Part V, Line 4: | Operating endowment fund income is to be used for operating fund purposes (excluding land and conservation easement acquisitions) except as needed to be retained in the operating endowment fund so the purchasing power of the permanently restricted contributions is not eroded. |
| Part XI, Line 2d - Other Adjustments: | Change in Value of Beneficial Interest in Split-Interest Agreements 189,943. Loss on Sale of land 1,099,143. |
| Part XI, Line 4b - Other Adjustments: | Sale of Beef 10,160. |
| Part XII, Line 2d - Other Adjustments: | Loss on Sale of Land 1,099,143. |
| Part XII, Line 4b - Other Adjustments: | Sale of Beef 10,160. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $50,934,255 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $50,934,255 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $50,934,255 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| Biddeford Pool Land Trust | ||||||||||
| PO Box 306 | Biddeford Pool | ME | 04006 | 016148805 | 501(c)(3) | $8,166,754 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | ||
| Blue Hill Heritage Trust | ||||||||||
| 157 Hinckley Ridge Road | Blue Hill | ME | 04614 | 222655830 | 501(c)(3) | $210,500 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | ||
| Downeast Coastal Conservancy | ||||||||||
| PO Box 760 | Machias | ME | 04654 | 010430078 | 501(c)(3) | $11,500 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | ||
| Downeast Salmon Federation | ||||||||||
| PO Box 201 | Columbia Falls | ME | 04623 | 010532938 | 501(c)(3) | $82,835 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | ||
| Frenchman Bay Conservancy | ||||||||||
| PO Box 150 | Hancock | ME | 04640 | 222849309 | 501(c)(3) | $140,000 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | ||
| Maine Farmland Trust | ||||||||||
| 97 Main Street | Belfast | ME | 04915 | 010528014 | 501(c)(3) | $40,000 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | ||
| Midcoast Conservancy | ||||||||||
| PO Box 439 | Edgecomb | ME | 04556 | 222658964 | 501(c)(3) | $100,000 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | ||
| Northeast Wilderness Trust Corporation | ||||||||||
| 17 State Street Suite 302 | Montpelier | VT | 05602 | 010729039 | 501(c)(3) | $30,000 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | ||
| Royal River Conservation Trust | ||||||||||
| 52 North Road | Yarmouth | ME | 04096 | 010472430 | 501(c)(3) | $65,000 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | ||
| State of Maine Department of Inland Fisheries & Wildlife | ||||||||||
| 41 State House Station | Augusta | ME | 04333 | Augusta, ME | $245,000 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | |||
| Town of Saint George | ||||||||||
| 3 School Street | Tenants Harbor | ME | 04860 | Saint George, ME | $8,800 | $0 | Contribution toward conservation of land & stewardship for conservation purposes | |||
| Kennebec Estuary Land Trust | ||||||||||
| 872 Washington St | Bath | ME | 04530 | 010446468 | 501(c)(3) | $0 | $127,013 | Contribution toward conservation of land & stewardship for conservation purposes | Appraised Fair Value | 22.5 acres of Land - Center Points, and 4 acres of Land Brick Island |
| Town of Cutler | ||||||||||
| 2655 Cutler Road PO Box 236 | Cutler | ME | 04626 | Cutler, ME | $0 | $20,233 | Contribution toward conservation of land & stewardship for conservation purposes | Appraised Fair Value | 4.4 acres of Land - Cutler Harbor Community Access | |
| Island Housing Trust | ||||||||||
| PO Box 851 | Mount Desert | ME | 04660 | 222993615 | 501(c)(3) | $0 | $67,186 | Contribution toward conservation of land & stewardship for conservation purposes | Appraised Fair Value | 2.9 acres of Land - North East Creek Hadley |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants are awarded to partner organizations as contributions towards their conservation efforts. MCHT's Land Trust Program also extends re-grants to other organizations for various conservation and related projects. MCHT's Land Trust Program Director is responsible for reviewing and monitoring each of our re-grants. Final grant reports are required within generally 12 months from the date of the grant. These grant reports require the land trusts to provide the manner in which the funds were spent, a summary of the project, an evaluation of the outcomes, challenges and next steps. In addition, the land trusts are to include information on what the organization has learned through the project, particularly information that may be relevant to other conservation organizations. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Katherine D Stookey | ||||||||||||||
| President | $204,842 | $0 | $0 | $0 | $0 | $0 | $16,640 | $0 | $25,660 | $0 | $247,142 | $0 | $0 | $0 |
| Nichole Blanchard | ||||||||||||||
| Director of Engagement | $143,483 | $0 | $0 | $0 | $0 | $0 | $11,561 | $0 | $19,435 | $0 | $174,479 | $0 | $0 | $0 |
| Joanne Favreau | ||||||||||||||
| Director of Finance & Administration | $147,463 | $0 | $0 | $0 | $0 | $0 | $11,930 | $0 | $7,689 | $0 | $167,082 | $0 | $0 | $0 |
| Elizabeth Ham | ||||||||||||||
| Director of Land Protection | $129,317 | $0 | $0 | $0 | $0 | $0 | $10,465 | $0 | $15,900 | $0 | $155,682 | $0 | $0 | $0 |
| Jane Arbuckle | ||||||||||||||
| Director of Stewardship | $130,210 | $0 | $0 | $0 | $0 | $0 | $10,465 | $0 | $9,510 | $0 | $150,185 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,414 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 167 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,767,490 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,104,720 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraised Fair Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | Maine Coast Heritage Trust currently uses Bar Harbor Wealth Management as its Agent for investment management and administrative services for planned gift funds. MCHT reserves the right to change or add agents without notice to donors. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | A complete copy of the 990 was made available to the Organization's board of directors before it was filed. |
| Form 990, Part VI, Section B, line 12c | Directors, employees, committee members, etc. are required to sign a conflict of interest policy acknowledgement statement and report any conflicts to the president. |
| Form 990, Part VI, Section B, line 15 | Compensation of the Organization's president is determined with the use of a compensation survey or studies and by approval of the board. Key employee compensation is presented to the Board as part of the annual operating budget at the November board meeting. The full budget is reviewed in detail prior to such meeting with the Treasurer and the Finance Committee. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, conflict of interest policy and financial statements available to the public through the Organization's website or upon request. |
| Form 990, Part X, Line 10: Land, Buildings, and Equipment | Section 1.263(a)-3(n) Election: Maine Coast Heritage Trust 1 Bowdoin Mill Island No. 201 Topsham, ME 04086 EIN 23-7099105 Maine Coast Heritage Trust is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990, Part XI, line 9: | Change in Value of Beneficial Interest in Split-Interest Agreements 189,943. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Conservation Limited Development LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Bowdoin Mill Island Suite 201 | AddressLine1Txt |
| City | Topsham | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237099105 | EIN |
| Primary Activities | Owning, managing, renting, leasing, buying, selling and developing property | PrimaryActivitiesTxt |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Total Income | $132,621 | TotalIncomeAmt |
| End Of Year Assets | $2,283,853 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maine Coast Heritage Trust | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Beneficial Interest In Perpetual Trust Held by Third Party (1) | |||
| Split-Interest Agreement | ME | Maine Coast Heritage Trust | Yes (1) |
| Charitable Remainder Unitrusts (2) | |||
| Split-Interest Agreements | ME | Maine Coast Heritage Trust | Yes (1) |
| Charitable Gift Annuity Trusts (4) | |||
| Split-Interest Agreements | ME | Maine Coast Heritage Trust | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beneficial Interest In Perpetual Trust Held by Third Party (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $255,644 | InvolvedAmt |
| Method Of Amount Determination | Cash received | MethodOfAmountDeterminationTxt |