2021-11-10T13:21:22-06:00 2020-12-31 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2020-01-01 237099105 Maine Coast Heritage Trust MAIN 2077297366 1 Bowdoin Mill Island No 201 Topsham ME 04086 William T Glidden President 2077297366 2021-11-05 1 William Glidden 999009999 Joseph R Byrne P01289281 2077752387 2021-11-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z William T Glidden 1 Bowdoin Mill Island No 201 Topsham ME 04086 21002589 0 X www.mcht.org X 1970 ME Maine land conservation and protection 22 22 81 104 9445 0 27114178 15050024 119125 58000 2023401 4687689 76299 55036 29333003 19850749 694163 2088883 0 0 4720754 4716753 82250 0 1046118 3495862 4538822 8993029 11344458 20339974 8506291 242373719 263797312 853179 1205713 241520540 262591599 X Maine Coast Heritage Trust conserves and stewards Maine's coastal lands and islands for their renowned scenic beauty, ecological value, outdoor recreational opportunities and contribution to community well-being. MCHT provides statewide conservation leadership through its work with land trusts, coastal communities and other partners. 0 0 5516506 2088883 58000 Land Protection Program - Conserves high priority lands in Maine's coastal zone and its associated watersheds. Additionally, the Land Trust Program provides training, education and technical support for Maine's network of land trusts and conservation organizations. 2060586 Stewardship - Maintains and improves a conserved lands portfolio including public preserves and conservation easements for public recreation and ecological functions. Provides for infrastructure to own and manage property. 555087 Farm Operations - A working farm and educational center, helping visitors deepen their appreciation for land conservation and sustainable agriculture located in Rockport, Maine. 400812 Communications - manages print and digital communications including messaging, branding, channel management, public relations and public education. 400812 8532991 1 1 0 1 0 0 1 1 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 56 0 1 81 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT FL MA MD ME NH NY PA VA X X Joanne Favreau 2077297366 1 Bowdoin Mill Island Suite 201 Topsham ME 04086 Thomas Armstrong Chair 1.00 0.00 X X 0 0 0 Lucy McCarthy Vice Chair 1.00 0.00 X X 0 0 0 Arthur C Martinez Treasurer 1.00 0.00 X X 0 0 0 John Adelman Director 1.00 0.00 X 0 0 0 M Cameron Barrow Director 1.00 0.00 X 0 0 0 Emily Beck Director 1.00 0.00 X 0 0 0 Emily Bruce Director 1.00 0.00 X 0 0 0 MacKenzie Davis Director 1.00 0.00 X 0 0 0 John Forsgren Director 1.00 0.00 X 0 0 0 Elizabeth Gilmore Director 1.00 0.00 X 0 0 0 Joseph W Hammer Director 1.00 0.00 X 0 0 0 Alix Hopkins Director 1.00 0.00 X 0 0 0 Thomas E Ireland Director 1.00 0.00 X 0 0 0 Katherine Jans Director 1.00 0.00 X 0 0 0 David Reis Director 1.00 0.00 X 0 0 0 Sam Spencer Director 1.00 0.00 X 0 0 0 Sheridan Steele Director 1.00 0.00 X 0 0 0 Ben Twining Director 1.00 0.00 X 0 0 0 Judy Wallingford Director 1.00 0.00 X 0 0 0 Edward E Wendell Jr Director 1.00 0.00 X 0 0 0 Jean Wheeler Director 1.00 0.00 X 0 0 0 Stephen Sullens Director 1.00 0.00 X 0 0 0 Jennifer Mahoney Past Director 1.00 0.00 X 0 0 0 Melissa Paly Past Director 1.00 0.00 X 0 0 0 William T Glidden President 40.00 0.00 X 152467 0 28308 Joanne Favreau Director of Finance & Administration 40.00 0.00 X 99158 0 21017 Jane Arbuckle Director of Stewardship 40.00 0.00 X 109012 0 17777 Richard Knox Director of Communication 40.00 0.00 X 104064 0 32038 Karin Marchetti General Counsel 40.00 0.00 X 101797 0 17544 566498 0 116684 4 0 1 0 RF Jordan & Sons Construction Inc 85 Water Street Ellsworth ME 04605 Contract Services 417259 Spencer Construction LLC PO Box 44 Whiting ME 04691 Property Renovations 168591 Cambridge Associates LLC PO Box 412015 Boston MA 02241 Investment Advisors 131250 MSP Digital Marketing 399 River Road Hudson MA 01749 Marketing 125186 Donovan Construction 17 Labrador Lane Crawford ME 04694 Contract Services 121885 5 2487571 12562453 5134335 15050024 Program Fees 611600 58000 58000 58000 1483074 -82662 1565736 3025236 1331219 31123 1120717 2994113 210502 3204615 37078 3167537 7 0 7 7 Sale of Beef 110000 34103 34103 Farm Operations Revenue 110000 20756 20756 Fair & Art Show 110000 170 170 55029 19850749 58000 9445 4733280 2088883 2088883 300950 156535 90182 54233 3379939 2533970 318656 527313 242747 182009 22765 37973 512075 381082 50133 80860 281042 205840 30363 44839 6783 866 5917 71905 1500 70405 923379 923379 633626 373652 123234 136740 640882 571106 38435 31341 51017 43919 1089 6009 15979 15979 246728 236132 10596 148449 111040 15451 21958 Contract Personnel 701812 637695 60230 3887 Project Expense 671255 572388 2755 96112 Miscellaneous Expenses 350343 343731 1759 4853 Farm Operating Expenses 76664 76664 11344458 8532991 1765349 1046118 X 1517498 187372 13156933 19863640 22151351 18916330 137280 61402 358361 292947 310260 304934 116221476 1922562 106851270 114298914 42686408 44146573 49807255 60207958 5397103 5517242 242373719 263797312 833958 1190438 19221 15275 853179 1205713 X 151189045 169013561 90331495 93578038 241520540 262591599 242373719 263797312 X 8506291 12465434 99334 X 0 1 X 1 1 1 X 28999084 9080219 21007619 27114178 1505024 87706124 28999084 9080219 21007619 27114178 1505024 87706124 27612916 60093208 1182307 764186 1083286 1173499 1483074 5686352 35000 35000 93427476 610590 0.64320 0.62590 X Schedule A, Part II, Line 10, Explanation of Other Income: Returned Grants - 2017 Amount: $ 35,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33 589 622 11343836 11344458 717223 179306 0 0 678459 606125 599651 717223 2601458 3902187 1480 1512 4440 622 8054 169615 151531 149913 179306 650365 975548 60 494 352 33 939 X X X X 307 21904.00 0 1 1 987.00 261419 0 16504 X Donated artwork (photos) 0 87259830 2739310 16314305 3107781 923379 102282285 66580186 12198688 11263545 2194378 588211 87259830 66189423 4572572 -1780409 1828995 572405 66580186 57068517 3242245 8454230 2115755 459814 66189423 51418927 4565365 2588938 1322616 182097 57068517 0.44210 0.42470 0.13320 0 0 110286506 110286506 4492408 1201776 3290632 1135788 663471 472317 306774 57315 249459 114298914 Interests in Limited Liability Companies and Limited Partnerships 60207958 F 60207958 31458035 12465434 99334 12564768 18893267 923379 34103 957482 19850749 10386976 0 10386976 923379 34103 957482 11344458 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. 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 III, Line 4: Photos received in settlement of donor's estate. Proceeds upon sale will be applied towards future land conservation. 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: Increase in Beneficial Interest in Split-Interest Agreement 99,334. Part XI, Line 4b - Other Adjustments: Sale of Beef 34,103. Part XII, Line 4b - Other Adjustments: Sale of Beef 34,103. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, Investments 38694323 0 0 0 0 0 0 38694323 0 38694323 1 0 1 1 1 0 Part III Accounting Method: 1 FBO Brunswick-Topsham Land Trust 56 Maine Street Brunswick ME 04011 222714194 501 (c)(3) 5896 Contribution toward conservation of land & stewardship for conservation purposes Coastal Mountains Land Trust 101 Mount Battie Street Camden ME 04843 222795691 501 (c)(3) 105000 Contribution toward conservation of land & stewardship for conservation purposes Downeast Coastal Conservancy PO Box 760 Machias ME 04654 010430078 501 (c)(3) 86137 Contribution toward conservation of land & stewardship for conservation purposes Downeast Salmon Federation PO Box 201 Columbia Falls ME 04623 010532938 501 (c)(3) 347274 Contribution toward conservation of land & stewardship for conservation purposes Friends of Acadia PO Box 45 Bar Harbor ME 04609 010425071 501 (c)(3) 137772 Contribution toward conservation of land & stewardship for conservation purposes Georges River Land Trust 8 North Main Street Suite 200 Rockland ME 04841 010424837 501 (c)(3) 14750 Contribution toward conservation of land & stewardship for conservation purposes Kennebec Land Trust PO Box 261 Winthrop ME 04364 010440729 501 (c)(3) 140660 Contribution toward conservation of land & stewardship for conservation purposes Midcoast Conservancy PO Box 439 Edgecomb ME 04556 222658964 501 (c)(3) 40000 Contribution toward conservation of land & stewardship for conservation purposes New England Forestry Foundation Inc PO Box 1346 Littleton MA 01460 042024022 501 (c)(3) 15000 Contribution toward conservation of land & stewardship for conservation purposes Town of Brooksville PO Box 314 Brooksville ME 04617 Brooksville, ME 85343 Book Land - 0.5 acres Bakeman Beach, Brooksville, ME Contribution toward conservation of land & stewardship for conservation purposes Vinalhaven Land Trust PO Box 268 Vinalhaven ME 04863 010416936 501 (c)(3) 329438 Book Land - 6.5 acres Little Garden Island, ME Contribution toward conservation of land & stewardship for conservation purposes Town of Perry PO Box 430 Perry ME 04667 Perry, ME 54471 Book Land - 12 acres Old Eastport Road, Perry, ME Contribution toward conservation of land & stewardship for conservation purposes US Fish and Wildlife Service 300 Westgate Center Drive Hadley MA 01035 US DOI 704092 Book Land - 7.4 acres Hardhead Island, ME Contribution toward conservation of land & stewardship for conservation purposes 13 0 Part I, Line 2: Grants are awarded to partner organizations as contributions towards the acquisition of land for conservation. MCHT's Land Trust Program also extends re-grants to other organizations for various conservation and related projects. MCHT's Land Trust Program manager 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. X X 0 0 0 0 0 0 0 0 0 William T Glidden President 152467 0 0 0 0 0 12442 0 15866 0 180775 0 0 0 X 51 1100510 Fair Market Value X 12 4033825 Appraised Fair Value 9 0 1 1 Part I, Line 32b: Maine Coast Heritage Trust currently uses Bar Harbor Trust Company 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. 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 & the Executive Board Comm. 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: Increase in Beneficial Interest in Split Interest Agreement 99,334. Conservation Limited Development LLC 1 Bowdoin Mill Island Suite 201 Topsham ME 04086 237099105 Owning, managing, renting, leasing, buying, selling and developing property ME 952112 3062456 Maine Coast Heritage Trust (2) Mildred Burnham Charitable Remainder Unitrusts Charitable trusts ME T 0 Various Charitable Annuity Trusts Charitable gift annuities ME T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0