2012-09-13T14:02:55-07:00 2011-12-31 Loiselle Goodwin & Hinds 1 Merchants Plaza Suite 703 Bangor ME 044020939 990 2011-01-01 222655830 BLUE HILL HERITAGE TRUST BLUE 2073745118 P O BOX 222 BLUE HILL ME 04614 JAMES DOW 2012-09-13 true Andrea White 2079904585 2011 2016-02-24 21:20:13Z JAMES DOW PO BOX 222 BLUE HILL ME 04614 522220 false 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. 12 12 9 65 0 412355 483412 0 24460 24525 30993 14283 467808 522220 0 0 128074 141844 0 7380 225567 149057 353641 290901 114167 231319 5108001 5268397 83139 79111 5024862 5189286 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. false false 232342 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. 232342 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 false false false true true false false false false false false false false true 6 0 true 9 true false false false false false false false false false false false 0 false false false false false false false false false false false X 12 12 false false true false false true false true true false false false true true true true false true true false false false ME X X JAMES DOW 2073745118 258 Mountain Road BLUE HILL ME 04614 JOHN MERRIFIELD 3.00 X 0 0 0 NORMAN MROZICKI 1.20 X 0 0 0 JOHN MURPHY 3.90 X X 0 0 0 Mary Barnes 10.00 X X 0 0 0 PAMELA JOHNSON 4.00 X X 0 0 0 DAVID PORTER 3.00 X X 0 0 0 PETER CLAPP 2.00 X 0 0 0 NORMAN ALT 2.00 X X 0 0 0 TERRY MOULTON 2.00 X 0 0 0 JIM KANNRY 2.00 X 0 0 0 Mitchell Baum 2.00 X 0 0 0 BONNIE COPPER 2.00 X 0 0 0 JAMES DOW 40.00 X 66890 0 11861 66890 11861 0 false false false 0 483412 71400 483412 0 24525 24525 0 0 13185 13185 13185 13185 0 0 0 748 748 748 MISCELLANEOUS 350 350 350 522220 748 38060 0 0 0 0 78750 56700 18900 3150 0 51419 37022 12340 2057 246 177 59 10 963 694 231 38 10466 7536 2512 418 0 435 435 9768 9768 0 0 0 6456 6456 180 180 4347 3130 1043 174 3227 3227 0 5452 3926 1308 218 2079 2079 0 0 0 0 4943 3559 1186 198 5587 3836 1667 84 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 17479 16257 471 751 290901 232342 51179 7380 47112 14 541015 579091 65471 190991 1353 1925 0 0 0 0 2660 2797 3866764 38546 3716062 3828218 734328 655361 0 0 0 10000 5108001 5268397 7854 6688 75285 72423 83139 79111 X 3116915 3045640 184426 348725 1723521 1794921 5024862 5189286 5108001 5268397 X 231319 -66895 X true false true X false false X 1433718 352216 283341 412355 483412 2965042 0 0 1433718 352216 283341 412355 483412 2965042 1122316 1842726 49980 31887 25248 36253 24525 167893 16193 13185 29378 897 5987 3745 2744 350 13723 3176036 2237 0.58020 0.52350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 53 33 1 true 16 3436 false 887658 30215 -45428 75000 797445 757615 70349 89694 30000 887658 596922 10000 180693 30000 757615 0.95030 0.03140 0.01830 false false false 3686888 3686888 153107 31605 121502 23649 3821 19828 3120 3120 3828218 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." X 1 71400 Tax Valuation 5 false true false 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.