2016-11-15T15:49:25-06:00 2015-12-31 201530518 BHA LLC 344 ELLSWORTH RD PO BOX 697 BLUE HILL ME 04614 990 2015-01-01 222655830 BLUE HILL HERITAGE TRUST BLUE 2073745118 PO BOX 222 BLUE HILL ME 046140222 TERRY MOULTON TREASURER 2073745118 2016-11-15 true THOMAS C SMITH EA P01209005 2073749985 2016-11-15 2015 2017-02-10 21:41:12Z TERRY MOULTON P O BOX 68 BLUE HILL ME 04614 594786 false X WWW.BLUEHILLHERITAGETRUST.ORG X 1985 ME TO CONSERVE IN PERPETUITY LAND AND WATER RESOURCES THAT SUPPORT THE LONG- TERM HEALTH AND WELL-BEING OF THE NATURAL AND HUMAN COMMUNITIES ON THE BLUE HILL PENINSULA. 14 14 6 70 0 1171432 480987 0 65594 41460 15437 21469 1252463 543916 0 0 172095 177040 0 22338 107617 116099 279712 293139 972751 250777 8532970 8706044 70941 93390 8462029 8612654 TO CONSERVE IN PERPETUITY LAND AND WATER RESOURCES THAT SUPPORT THE LONG- TERM HEALTH AND WELL-BEING OF THE NATURAL AND HUMAN COMMUNITIES ON THE BLUE HILL PENINSULA. false false 224362 THE ORGANIZATION (1) WORKED WITH LANDOWNERS IN ITS SERVICE AREA TO CONSERVE LANDS WITH OUTSTANDING CONSERVATION VALUES THROUGH FEE ACQUISITION OR WITH CONSERVATION EASEMENTS, COMPLETING THREE SUCH PROJECTS DURING 2015 (TWO FEE AQUISITIONS, ONE CONSERVATION EASEMENT); (2) MAINTAINED RELATIONSHIPS WITH THE OWNERS OF THE 68 CONSERVATION EASEMENTS IT HOLDS ON 3,633 ACRES; (3) MANAGED THE 3,275 ACRES OF CONSERVATION LAND IT OWNS IN FEE, ENSURING THAT THEIR CONSERVATION VALUES ARE PROTECTED; (4) MAINTAINED FOR PUBLIC USE OVER 25 MILES OF WALKING TRAILS ON THE PROPERTIES IT OWNS OR MONITORS; (5) PROVIDED PUBLIC NATURE-BASED, HISTORICAL AND EDUCATIONAL PROGRAMS ON ITS LANDS THAT WERE ENJOYED BY SEVERAL HUNDRED PARTICIPANTS. 224362 true true false false false false true false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true true false false false false false false false false 7 0 true 6 true false false false false false false false false false false X 14 14 false false true false false false false true true false false false true true true true true true false false X X JAMES DOW 2073745118 258 MOUNTAIN ROAD BLUE HILL ME 04605 X MARY BARNES PRESIDENT 10.00 X X 0 0 0 PAM JOHNSON CO-VICE PRES 4.00 X X 0 0 0 NORMAN ALT CO-VICE PRES 4.00 X X 0 0 0 PHYLLIS TAYLOR SECRETARY 3.00 X X 0 0 0 TERRY MOULTON TREASURER 4.00 X X 0 0 0 MITCHELL BAUM DIRECTOR 2.00 X 0 0 0 PETER CLAPP DIRECTOR 2.00 X 0 0 0 BONNIE COPPER DIRECTOR 2.00 X 0 0 0 MAYNARD C FORBES DIRECTOR 1.00 X 0 0 0 JON HOPKINS DIRECTOR 2.00 X 0 0 0 PATRICIA QUIRK DIRECTOR 2.00 X 0 0 0 SARAH O'MALLEY DIRECTOR 2.00 X 0 0 0 SAMANTHA HASKELL DIRECTOR 2.00 X 0 0 0 BROOKE PARISH DIRECTOR 2.00 X 0 0 0 false false false 480987 87284 480987 47330 47330 16008 16008 16008 16008 45000 50870 -5870 -5870 -5870 4629 4629 4629 MISCELLANEOUS 832 832 832 543916 -1241 64170 157856 130390 23520 3946 6975 5762 1039 174 12209 10065 1774 370 24 24 7872 7872 11577 11577 5549 5349 171 29 1454 1454 22563 18152 1933 2478 2661 1674 936 51 7555 6240 1126 189 3413 3413 721 721 204 204 5198 5198 8786 7434 1326 26 SPECIAL PROJECTS 12511 10892 1386 233 REAL ESTATE TAX 9149 9149 LAND PROJECTS 6120 6120 SPECIAL EVENTS 2809 406 2403 7933 3169 3902 862 293139 224362 46439 22338 8 99 539415 613683 13000 7000 3709 3508 6694232 59025 6648479 6635207 1328359 1446547 8532970 8706044 7760 14018 63181 56151 23221 70941 93390 X 3726916 3742054 382657 518144 4352456 4352456 8462029 8612654 8532970 8706044 250777 -100152 X true X false false X 483412 524816 704169 296432 480987 2489816 483412 524816 704169 296432 480987 2489816 293660 2196156 24525 25135 30881 65594 47330 193465 13185 13568 13970 13877 16008 70608 350 204 1641 485 832 3512 2757401 4629 0.79650 0.77270 X PART II, LINE 10 MISCELLANEOUS 3,512 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 68 3632.40 1 true 400.00 9938 1153795 96717 -50511 53744 1146257 1058399 49500 94400 36125 12379 1153795 853517 132040 99089 26247 1058399 797445 88072 32000 853517 887658 30215 -45428 75000 797445 0.82840 0.02180 0.14980 false false 6505500 6505500 188732 59025 129707 6635207 SCHEDULE D, PAGE 1, PART II, LINE 5 THE ORGANIZATION HAS A WRITTEN MONITORING AND ENFORCEMENT POLICY. SCHEDULE D, PAGE 1, PART II, LINE 9 BLUE HILL HERITAGE TRUST DOES NOT INCLUDE DONATED CONSERVATION EASEMENTS IN REVENUES, EXPENSES, ON THE BALANCE SHEET. PURCHASED CONSERVATION EASEMENTS ARE EXPENSED. TEXT IN FINANCIAL STATEMENTS: "CONSERVATION EASEMENTS ARE DEEMED TO BE WITHOUT ECONOMIC VALUE TO THE BLUE HILL HERITAGE TRUST, INC. AND THEREFORE ARE VALUED AT ZERO FOR ACCOUNTING PURPOSES." SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT AND QUASI-ENDOWMENT FUNDS SERVE TO PROVIDE FINANCIAL SUPPORT FOR THE ORGANIZATION'S PROGRAMS, WITH A PORTION SPECIFICALLY DEDICATED TO THE STEWARDSHIP OF THE LANDS THAT IT OWNS AND THE CONSERVATION EASEMENTS THAT IT HOLDS. X 3 87284 X 1 SEE SCH D, PART XIII false true false FORM 990, PAGE 6, PART VI, LINE 4 THE WORDING OF THE ORGANIZATION'S MISSION STATEMENT WAS REVISED, BUT DID NOT CHANGE THE FUNDAMENTAL NATURE OF ITS WORK. THE ORGANIZATION'S BYLAWS WERE CHANGED TO CLARIFY THE RESPONSIBILITIES OF THE PRESIDENT AND THE EXECUTIVE DIRECTOR, AND TO CREATE TERM LIMITS AND A SUCCESSION PROCESS FOR THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. 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 NON- PROFITS, 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 INSPECTIONS AT ITS OFFICE AT 258 MOUNTAIN ROAD, BLUE HILL. THE FOLLOWING ARE CURRENTLY ALSO AVAILABLE ON ITS WEBSITE: MISSION, STATEMENT OF VALUES, BY-LAWS, BOARD AND STAFF INFORMATION AND RECENT IRS FORM 990S.