BLUE HILL HERITAGE TRUST INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BLUE HILL HERITAGE TRUST INC (EIN 22-2655830)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-13
- IRS object ID
- 201232579349300738
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-13T14:02:55-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loiselle Goodwin & Hinds | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Merchants Plaza Suite 703 | AddressLine1 |
| City | Bangor | City |
| State | ME | State |
| ZIP Code | 044020939 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222655830 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE HILL HERITAGE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLUE | NameControl |
| Phone | 2073745118 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 222 | AddressLine1 |
| City | BLUE HILL | City |
| State | ME | State |
| ZIP Code | 04614 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES DOW | Name |
| Title | Executive Director | Title |
| Date Signed | 2012-09-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Andrea White | Name |
| Phone | 2079904585 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES DOW | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222 | AddressLine1 |
| City | BLUE HILL | City |
| State | ME | State |
| ZIP Code | 04614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 522220 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BLUEHILLHERITAGETRUST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | ME | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 65 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 412355 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 483412 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 24460 | InvestmentIncomePriorYear |
| Investment Income Current Year | 24525 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 30993 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14283 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 467808 | TotalRevenuePriorYear |
| Total Revenue Current Year | 522220 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 128074 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 141844 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7380 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 225567 | OtherExpensePriorYear |
| Other Expenses Current Year | 149057 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 353641 | TotalExpensesPriorYear |
| Total Expenses Current Year | 290901 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 114167 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 231319 | RevenuesLessExpensesCY |
| Total Assets BOY | 5108001 | TotalAssetsBOY |
| Total Assets EOY | 5268397 | TotalAssetsEOY |
| Total Liabilities BOY | 83139 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 79111 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5024862 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5189286 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the Blue Hill Heritage Trust is 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 232342 | Expense |
| Description | 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 2011 (two fee acquisitions and one conservation easement) and advancing several others toward completion; (2) maintained relationships with the owners of its 53 conservation easement properties and monitored all the conservation easements it holds on those 3362 acres; (3) managed the 2213 acres of conservation land it owns in fee, ensuring that their conservation values were protected; (4) maintained for public use over 14 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; (6) held two special community events to highlight the value of local land conservation. | Description |
| Total Program Service Expense | 232342 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES DOW | NamePerson |
| Telephone Number | 2073745118 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 258 Mountain Road | AddressLine1 |
| City | BLUE HILL | City |
| State | ME | State |
| ZIP Code | 04614 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOHN MERRIFIELD | ||||||
| Director | 3.00 | X | 0 | 0 | 0 | |
| NORMAN MROZICKI | ||||||
| Director | 1.20 | X | 0 | 0 | 0 | |
| JOHN MURPHY | ||||||
| Treasurer | 3.90 | X | 0 | 0 | 0 | X |
| Mary Barnes | ||||||
| President | 10.00 | X | 0 | 0 | 0 | X |
| PAMELA JOHNSON | ||||||
| Co-Vice Pres | 4.00 | X | 0 | 0 | 0 | X |
| DAVID PORTER | ||||||
| Secretary | 3.00 | X | 0 | 0 | 0 | X |
| PETER CLAPP | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| NORMAN ALT | ||||||
| CO-VICE PRES | 2.00 | X | 0 | 0 | 0 | X |
| TERRY MOULTON | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| JIM KANNRY | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Mitchell Baum | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| BONNIE COPPER | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| JAMES DOW | ||||||
| Exec. Director | 40.00 | 66890 | 0 | 11861 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 66890 | TotalReportableCompFromOrg |
| Total Other Compensation | 11861 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 483412 | AllOtherContributions |
| Noncash Contributions | 71400 | NoncashContributions |
| Total Contributions | 483412 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24525 | TotalRevenueColumn |
| Exclusion | $24,525 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 13185 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 13185 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13185 | TotalRevenueColumn |
| Exclusion | $13,185 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 748 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 748 | TotalRevenueColumn |
| Related Or Exempt Function Income | 748 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total Revenue Column | 350 | TotalRevenueColumn |
| Exclusion | $350 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 350 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 522220 | TotalRevenueColumn |
| Related Or Exempt Function Income | 748 | RelatedOrExemptFunctionIncome |
| Exclusion | $38,060 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78750 | Total |
| Program Services | 56700 | ProgramServices |
| Management And General | 18900 | ManagementAndGeneral |
| Fundraising | 3150 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51419 | Total |
| Program Services | 37022 | ProgramServices |
| Management And General | 12340 | ManagementAndGeneral |
| Fundraising | 2057 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246 | Total |
| Program Services | 177 | ProgramServices |
| Management And General | 59 | ManagementAndGeneral |
| Fundraising | 10 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 963 | Total |
| Program Services | 694 | ProgramServices |
| Management And General | 231 | ManagementAndGeneral |
| Fundraising | 38 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10466 | Total |
| Program Services | 7536 | ProgramServices |
| Management And General | 2512 | ManagementAndGeneral |
| Fundraising | 418 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435 | Total |
| Program Services | 435 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9768 | Total |
| Management And General | 9768 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6456 | Total |
| Program Services | 6456 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180 | Total |
| Program Services | 180 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4347 | Total |
| Program Services | 3130 | ProgramServices |
| Management And General | 1043 | ManagementAndGeneral |
| Fundraising | 174 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3227 | Total |
| Program Services | 3227 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5452 | Total |
| Program Services | 3926 | ProgramServices |
| Management And General | 1308 | ManagementAndGeneral |
| Fundraising | 218 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2079 | Total |
| Program Services | 2079 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4943 | Total |
| Program Services | 3559 | ProgramServices |
| Management And General | 1186 | ManagementAndGeneral |
| Fundraising | 198 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5587 | Total |
| Program Services | 3836 | ProgramServices |
| Management And General | 1667 | ManagementAndGeneral |
| Fundraising | 84 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RTP Trail Project | 7971 | 7971 | ||
| Repairs and Maintenance | 7056 | 5080 | 1694 | 282 |
| Printing and Publications | 9273 | 9273 | ||
| Land Purchase Expenses | 41554 | 41554 | ||
| Jed's Island Purchase Donation | 23250 | 23250 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17479 | Total |
| Program Services | 16257 | ProgramServices |
| Management And General | 471 | ManagementAndGeneral |
| Fundraising | 751 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290901 | Total |
| Program Services | 232342 | ProgramServices |
| Management And General | 51179 | ManagementAndGeneral |
| Fundraising | 7380 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47112 | BOY |
| EOY | 14 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 541015 | BOY |
| EOY | 579091 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65471 | BOY |
| EOY | 190991 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1353 | BOY |
| EOY | 1925 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2660 | BOY |
| EOY | 2797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3866764 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38546 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3716062 | BOY |
| EOY | 3828218 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 734328 | BOY |
| EOY | 655361 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 10000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5108001 | BOY |
| EOY | 5268397 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7854 | BOY |
| EOY | 6688 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75285 | BOY |
| EOY | 72423 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83139 | BOY |
| EOY | 79111 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3116915 | BOY |
| EOY | 3045640 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184426 | BOY |
| EOY | 348725 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1723521 | BOY |
| EOY | 1794921 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5024862 | BOY |
| EOY | 5189286 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5108001 | BOY |
| EOY | 5268397 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 231319 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -66895 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1433718 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 352216 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 283341 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 412355 | CurrentTaxYearMinus1Year |
| Current Tax Year | 483412 | CurrentTaxYear |
| Total | 2965042 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1433718 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 352216 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 283341 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 412355 | CurrentTaxYearMinus1Year |
| Current Tax Year | 483412 | CurrentTaxYear |
| Total | 2965042 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1122316 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1842726 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49980 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31887 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25248 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36253 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24525 | CurrentTaxYear |
| Total | 167893 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 16193 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13185 | CurrentTaxYear |
| Total | 29378 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 897 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5987 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3745 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 350 | CurrentTaxYear |
| Total | 13723 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3176036 | TotalSupport |
| Gross Receipts From Admissions Etc | 2237 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.58020 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.52350 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 53 | TotalNumberOfEasements |
| Total Acreage | 33 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | true | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 16 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 3436 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 887658 | BeginningOfYearBalance |
| Contributions | 30215 | Contributions |
| Investment Earnings Or Losses | -45428 | InvestmentEarningsOrLosses |
| Other Expenditures | 75000 | OtherExpenditures |
| End Of Year Balance | 797445 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 757615 | BeginningOfYearBalance |
| Contributions | 70349 | Contributions |
| Investment Earnings Or Losses | 89694 | InvestmentEarningsOrLosses |
| Other Expenditures | 30000 | OtherExpenditures |
| End Of Year Balance | 887658 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 596922 | BeginningOfYearBalance |
| Contributions | 10000 | Contributions |
| Investment Earnings Or Losses | 180693 | InvestmentEarningsOrLosses |
| Other Expenditures | 30000 | OtherExpenditures |
| End Of Year Balance | 757615 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.95030 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.03140 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01830 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3686888 | OtherCostOrOtherBasis |
| Book Value | 3686888 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 153107 | OtherCostOrOtherBasis |
| Depreciation | 31605 | Depreciation |
| Book Value | 121502 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23649 | OtherCostOrOtherBasis |
| Depreciation | 3821 | Depreciation |
| Book Value | 19828 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3120 | OtherCostOrOtherBasis |
| Depreciation | 3120 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3828218 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part II, Line 5 | Part II, Line 5 - Summarized Policy | A comprehensive written policy guides the periodic monitoring and the prompt and systematic enforcement of violations of conservation easements held by Blue Hill Heritage Trust. All conservation easements are monitored at least annually and regular contact is maintained with all conservation easement land owners. |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | DEPRECIATION OF INVESTMENTS $ -66895 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | 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 easement that it holds. |
| Part II, Line 9 | Part II, Line 9: Organization Reporting of conservation easements. | Blue Hill Heritage Trust does not include donated conservation easements in revenues, expenses, or 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 M IRS990ScheduleM
Qualified Contrib Other QualifiedContribOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 71400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Tax Valuation | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 5 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The organization's governance documents and policies (including its conflict of interest policy), annual financial statements, and IRS Form 990 are available for public inspection at its office at 258 Mountain Road, Blue Hill. The following are currently also available on its website: mission, statement of values, organizational history, by-laws, board and staff information and most recent IRS Form 990. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All transactions are reviewed by staff and the Board for potential conflicts of interest as part of ther approval process, pursuant to the organization's conflict of interest policy. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | A draft copy of IRS Form 990 is distributed to all Board members for review and comment before it is signed and filed. The Board's Finance Committee also reviews drafts of the 990 before it is filed. |
| Form 990, Part VI, Line 4 | Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | The election of members of the Board of Directors was shifted from the general membership to the sitting Board of Directors; authority to amend the bylaws was shifted from the general membership to the Board of Directors; a provision that allowed for a special membership meeting at which seven members could dismiss the entire Board without cause was deleted; a provision to allow notices by electronic means was added; the quorum for Board meetings was increased to a majority of the Directors; a 2/3 vote of the Board membership was established for Board member removal, transfer of a real property asset and amendment of the bylaws; the terms of Board members were staggered so that one third of the Board members terms expire each year; the duties of the offciers were restated; the duties and limitations of the Executive Committee were redefined; the indemnification provisions for officers and directors were made consistent with Maine law and were made to allow for the purchase of insurance; provisions that were duplicative with the Articles of Incorporation were deleted. |