2014-08-11T12:35:01-05:00 2013-12-31 201530518 BHA LLC 344 ELLSWORTH RD PO BOX 697 BLUE HILL ME 04614 990 2013-01-01 222655830 BLUE HILL HERITAGE TRUST BLUE 2073745118 PO BOX 222 BLUE HILL ME 046140222 JAMES DOW EXECUTIVE DIRECTOR 2073745118 2014-07-21 true ANDREW K LASLIE CPA P00448181 2073749985 2014-08-07 2013 2015-11-30 17:44:51Z JAMES DOW PO BOX 222 BLUE HILL ME 04614 1618612 false X WWW.BLUEHILLHERITAGETRUST.ORG X 1985 ME TO CONSERVE LAND AND WATER OF SPECIAL ECOLOGICAL NATURAL, AGRICULTURAL, SCENIC, CULTURAL, AND RECREATIONAL SIGNIFICANCE IN BLUE HILL, BROOKLIN, BROOKSVILLE, PENOBSCOT, SEDGWICK, AND SURRY, AND TO INCREASE PUBLIC UNDERSTANDING OF THE IMPORTANCE OF LAND AND WATER CONSERVATION. 14 14 4 100 0 524816 1571504 0 25135 30881 14083 16227 564034 1618612 0 0 151823 150439 0 20890 100571 235187 252394 385626 311640 1232986 5641654 6945449 74081 72616 5567573 6872833 X TO CONSERVE LAND AND WATER OF SPECIAL ECOLOGICAL NATURAL, AGRICULTURAL, SCENIC, CULTURAL, AND RECREATIONAL SIGNIFICANCE IN BLUE HILL, BROOKLIN, BROOKSVILLE, PENOBSCOT, SEDGWICK, AND SURRY, AND TO INCREASE PUBLIC UNDERSTANDING OF THE IMPORTANCE OF LAND AND WATER CONSERVATION. false false 330361 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 EIGHT SUCH PROJECTS DURING 2013 (FIVE FEE ACQUISITIONS, THREE CONSERVATION EASEMENTS) AND ADVANCING SEVERAL OTHERS TOWARDS COMPLETION; (2) MAINTAINED RELATIONSHIPS WITH THE OWNERS OF THE 57 CONSERVATION EASEMENT PROPERTIES IT HOLDS ON 3,456 ACRES; (3) MANAGED THE 2,878 ACRES OF CONSERVATION LAND IT OWNS IN FEE, ENSURING THAT THEIR CONSERVATION VALUES ARE PROTECTED; (4) MAINTAINED FOR PUBLIC USE OVER 18 MILES OF WALKING TRAILS ON THE PROPERTIES IT OWNS OR MONITORS; (5) PROVIDED PUBLIC NATURAL HISTORY EDUCATIONAL PROGRAMS ON ITS LANDS THAT WERE ENJOYED BY SEVERAL HUNDRED PARTICIPANTS. 330361 true true false false false false true false false true true false false 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 true true false false false false false false false true 5 0 true 4 true false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false ME X X JAMES DOW 2073745118 258 MOUNTAIN ROAD BLUE HILL ME 04605 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 2.00 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 JON HOPKINS DIRECTOR 2.00 X 0 0 0 JIM KANNRY DIRECTOR 2.00 X 0 0 0 JOHN MERRIFIELD DIRECTOR 2.00 X 0 0 0 DAVID PORTER DIRECTOR 2.00 X 0 0 0 NORMAN MROZICKI DIRECTOR 2.00 X 0 0 0 JOY RICHARDSON DIRECTOR 2.00 X 0 0 0 JAMES DOW EXEC. DIRECT 40.00 X 72000 0 12491 72000 12491 false false false 1571504 327000 1571504 30881 30881 616 616 616 MISCELLANEOUS 15611 15611 15611 1618612 616 46492 150439 109341 24597 16501 165 165 6625 6625 1699 1474 133 92 69 69 3642 2896 458 288 1947 1421 312 214 6509 4753 1010 746 2360 2360 5156 5156 7543 6328 720 495 EASEMENTS 135000 135000 SPECIAL PROJECTS 18649 18649 INVESTMENT ACCOUNT FEES 9248 9248 REAL ESTATE TAX 8835 8835 27740 24666 520 2554 385626 330361 34375 20890 57 10 516610 522390 483 49644 3003 3633 5360046 48673 4267984 5311373 853517 1058399 5641654 6945449 4615 6228 69466 66388 74081 72616 X 3312065 3491669 189587 299108 2065921 3082056 5567573 6872833 5641654 6945449 1232986 72274 X false true X true false X 283341 412355 483412 524816 704169 2408093 283341 412355 483412 524816 704169 2408093 341510 2066583 25248 36253 24525 25135 30881 142042 16193 13185 13568 13970 56916 3745 2744 350 204 1641 8684 2615735 616 0.79010 0.74110 X SUPPORTING SCHEDULE NAWCA FUNDS 867,335 PART II, LINE 10 MISCELLANEOUS 8,684 SUPPLEMENTAL INFORMATION DURING 2013, BLUE HILL HERITAGE TRUST (BHHT)RECEIVED "UNUSUAL GRANTS" ( NON-RECURRING FOR SPECIFIC ONE-TIME PURPOSES) FROM MAINE COAST HERITAGE TRUST (MCHT) IN THE TOTAL AMOUNT OF 867,335. ALL BUT 10,000 OF THESE FUNDS WERE FROM A NORTH AMERICAN WETLANDS CONSERVATION ACT GRANT AWARDED TO A MCHT/BHHT CONSERVATION PARTNERSHIP PROJECT IN THE BAGADUCE RIVER WATERSHED AND WERE USED FOR THE PURCHASE OF CONSERVATION LANDS. MCHT WAS THE FORMAL GRANTEE AND ADMINISTERED THE GRANT. THE FUNDS THAT BHHT RECEIVED FROM THE GRANT VIA MCHT WERE FOR LANDS THAT IT PURCHASED AS PART OF THE PROJECT PARTNERSHIP. THE REMAINING 10,000 WAS A SPECIAL GRANT TO ASSIST WITH THE IMPLEMENTATION OF AN ORGANIZATIONAL MERGER PROCESS THROUGH WHICH THE CONSERVATION TRUST OF BROOKSVILLE,CASTINE AND PENOBSCOT, A NEIGHBORING LAND TRUST, WOULD BE MERGED INTO BHHT. (THE LEGAL MERGER WAS COMPLETED IN MARCH, 2014) RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 57 3456.00 1 true 320.00 3527 853517 132040 99089 26247 1058399 797445 88072 32000 853517 887658 30215 -45428 75000 797445 757615 70349 89694 30000 887658 596922 10000 180693 30000 757615 0.85290 0.02360 0.12350 false false 5243815 5243815 83107 39916 43191 30004 5637 24367 3120 3120 5311373 1690886 72274 72274 1618612 1618612 385626 385626 385626 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. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION QUALIFIES AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ALSO RECEIVED INCOME TAX EXEMPT STATUS IN THE STATE OF MAINE AND FILES A FORM 990 TAX RETURN IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ASC, INCOME TAXES. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX PROVISIONS AND, ACCORDINGLY IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. X 4 327000 APPRAISAL 2 false true false FORM 990 - ORGANIZATION'S MISSION TO CONSERVE LAND AND WATER OF SPECIAL ECOLOGICAL NATURAL, AGRICULTURAL, SCENIC, CULTURAL, AND RECREATIONAL SIGNIFICANCE IN BLUE HILL, BROOKLIN, BROOKSVILLE, PENOBSCOT, SEDGWICK, AND SURRY, AND TO INCREASE PUBLIC UNDERSTANDING OF THE IMPORTANCE OF LAND AND WATER CONSERVATION. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT COPY OF IRS FORM 990 IS DISTRIBUTED TO ALL BOARD MEMEBERS FOR REVIEW AND COMMENT BEFORE IT IS SIGNED AND 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 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.