2026-09-15T09:20:37-04:00 2025-10-31 830772076 LG&H 396 GRIFFIN ROAD SUITE 102 BANGOR ME 04401 990 2024-11-01 010426251 ISLAND HERITAGE TRUST INC ISLA 2073842455 PO BOX 42 DEER ISLE ME 046270042 ROD GREENWOOD TREASURER 2073482455 2026-08-31 true false CHRISTOPHER S HINDS P01070796 2079904585 2026-08-31 2024 CATHERINE WASHBURN P O BOX 42 DEER ISLE ME 046270042 3471499 false X WWW.ISLANDHERITAGETRUST.ORG X 1987 ME CONTRIBUTING TO THE WELL-BEING OF THE ISLAND COMMUNITY BY CONSERVING ITS DISTINCTIVE LANDSCAPES AND NATURAL RESOURCES, MAINTAINING PUBLIC ACCESS TO VALUED TRAILS, SHORELINE AND ISLANDS, AND BY PROVIDING EDUCATIONAL PROGRAMMING FOR ALL AGES. 11 11 8 93 0 1061659 1638666 9175 10607 74219 335187 12159 4366 1157212 1988826 50000 50000 0 380259 420381 0 95801 201359 984370 631618 1454751 525594 534075 2548266 2968057 39671 31564 2508595 2936493 X CONTRIBUTING TO THE WELL-BEING OF THE ISLAND COMMUNITY BY CONSERVING ITS DISTINCTIVE LANDSCAPES AND NATURAL RESOURCES, MAINTAINING PUBLIC ACCESS TO VALUED TRAILS, SHORELINE AND ISLANDS, AND BY PROVIDING EDUCATIONAL PROGRAMMING FOR ALL AGES. false false 1236916 50000 10607 PROMOTED THE VALUE OF LAND CONSERVATION, ENVIRONMENTAL EDUCATION, ENVIRONMENTAL PROTECTION, SIGNIFICANT OPEN SPACE, SCENIC AREAS, WILDLIFE HABITAT, NATURAL RESOURCES, AND HISTORIC AND CULTURAL FEATURES THAT OFFER PUBLIC BENEFIT TO THE RESIDENTS AND VISITORS TO DEER ISLE, MAINE. A TOTAL OF 2,338 ACRES AND 40 MILES OF SHORELINE HAVE BEEN PROTECTED TO DATE WITH OVER 50,000 PRESERVE VISITS A YEAR. 80+ VOLUNTEERS ENGAGED IN OUR WORK, INCLUDING TRAIL BUILDING AND MAINTENANCE, AND PARTICIPATING IN OVER 30 VARIED-TOPIC, VIRTUAL, PUBLIC EDUCATION PROGRAMS FOR ALL AGES. APPROXIMATELY 500 LOCAL SCHOOL STUDENTS BENEFIT FROM WORKING WITH OUR ENVIRONMENTAL EDUCATOR, THE SCHOOL NATURE TRAIL, AND TAKING FIELD TRIPS TO OUR PRESERVES EACH YEAR. 1236916 true true false false false false true true false true true false false false true false true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 5 0 8 true false false false false false true true false false false false false false X 11 11 false false false false true true true true true false false true true true true false true true false false X JULIA ZELL 2073482455 420 SUNSET RD DEER ISLE ME 04627 WILLIAM WIEGMANN TRUSTEE 1.00 X 0 0 0 MICKIE FLORES SECRETARY 1.00 X X 0 0 0 DOUGLAS WILSON TRUSTEE (FMR 1.00 X 0 0 0 ELKE DORR TRUSTEE (FMR 1.00 X 0 0 0 JULIA ZELL EXECUTIVE DI 40.00 X 81000 0 12517 DAVE BAYLEY TRUSTEE 1.00 X 0 0 0 ANNA GOFF TRUSTEE 1.00 X 0 0 0 CATHERINE WASHBURN CHAIR 3.00 X X 0 0 0 ROD GREENWOOD TREASURER 2.00 X X 0 0 0 LYNNE ROCKWOOD TRUSTEE 1.00 X 0 0 0 MICHELE JANIN TRUSTEE 1.00 X 0 0 0 VALERIE DUNCAN TRUSTEE 1.00 X 0 0 0 CAITLYN PORTO TRUSTEE 1.00 X 0 0 0 LYNN PUDDINGTON TRUSTEE 1.00 X 0 0 0 81000 12517 false false false 83379 1555287 158748 1638666 WINGS, WAVES, AND WOODS PRGM 10607 10607 10607 73861 73861 1728618 1467292 261326 261326 261326 18145 83379 14256 3889 3889 1216 1125 91 91 MISCELLANEOUS 386 386 386 1988826 10698 339462 50000 50000 99736 34908 34908 29920 238070 195667 13459 28944 11750 9217 937 1596 42808 26033 8681 8094 28017 19499 3778 4740 6300 6300 11113 11113 13741 789 12760 192 8188 3923 2140 2125 31170 16429 13646 1095 1496 249 1247 16081 12079 3707 295 LAND ACQ (COLLECTION) 732102 732102 STEWARDSHIP COSTS 52585 52585 OTHER PROGRAM EXPS 34734 34734 CAPITAL CAMPAIGN 26508 19286 3059 4163 50352 29416 6299 14637 1454751 1236916 122034 95801 31190 345717 339478 10000 4325 3755 16466 11381 565462 115425 211846 450037 1896198 2070502 63714 61714 2548266 2968057 32391 26284 7280 5280 39671 31564 X 872350 1260343 1636245 1676150 2508595 2936493 2548266 2968057 534075 -142549 36372 X false true X true false X 463461 585418 753571 1061659 1638666 4502775 463461 585418 753571 1061659 1638666 4502775 1414889 3087886 12715 26625 26313 50218 73861 189732 723 11829 3980 16532 119 900 1595 386 3000 4712039 51968 0.65530 0.74240 X PART II, LINE 10 MISCELLANEOUS 3,000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 38 845.95 1 true 650.00 17452 X X LAND CONSERVATION false 338352 31246 13003 356595 291789 70557 23994 338352 271575 20214 291789 343151 -61078 10498 271575 273056 10000 69112 9017 343151 0.58480 0.41520 false false 79700 79700 424905 84095 340810 45857 21080 24777 15000 10250 4750 450037 OPERATING LEASE LIABILITY 4064 FUNDS HELD AS FISCAL AGENT 1216 5280 1859820 -142549 10400 14256 -117893 1977713 11113 11113 1988826 1468294 10400 14256 24656 1443638 11113 11113 1454751 SCHEDULE D, PAGE 1, PART II, LINE 5 CE MONITORING: IT IS THE POLICY OF ISLAND HERITAGE TRUST (IHT) TO VISIT EACH PROPERTY SUBJECT TO A CONSERVATION EASEMENT FOR MONITORING PURPOSES AT LEAST ONCE EACH YEAR. MONITORING EACH EASEMENT PROPERTY AND DOCUMENTING THE CONDITION OF ITS CONSERVATION VALUES IS A FUNDAMENTAL RESPONSIBILITY IHT ASSUMES WHEN ACCEPTING A CONSERVATION EASEMENT, AND IS SUBJECT TO OVERSIGHT BY THE MAINE ATTORNEY GENERAL'S OFFICE. MONITORING REPORTS SUBSTANTIATE THE CONDITION OF THE CONSERVATION VALUES OF THE PROPERTY AS OF THE DATE OF THE MONITORING VISIT. THE BASELINE DOCUMENTATION REPORT AND THE CONSERVATION EASEMENT DOCUMENT ESTABLISH THE BASIS FOR ANNUAL MONITORING. THE PRIMARY TASKS OF MONITORING ARE TO MAKE ON-SITE OBSERVATIONS, COMPARE THEM TO THE BASELINE AND CE DOCUMENTS, AND DETERMINE WHETHER OR NOT ALL CONSERVED VALUES, TERMS, AND CONDITIONS ARE IN COMPLIANCE. THE REPORT WILL BE STORED IN THE PERMANENT PROPERTY FILES IN ACCORDANCE WITH IHT'S RECORDS POLICY. CE ENFORCEMENT: IT IS THE POLICY OF ISLAND HERITAGE TRUST (IHT) TO ENFORCE THE CONSERVATION PURPOSES OF ITS CES THROUGH ANNUAL MONITORING TO ENSURE EARLY DISCOVERY, WHICH MAY REDUCE OR ELIMINATE ANY POTENTIAL VIOLATIONS. OUR GOAL IS TO MAINTAIN CONSTRUCTIVE AND RESPECTFUL WORKING RELATIONSHIPS WITH LANDOWNERS, AND SEEK APPROVAL FROM THE BOARD OF TRUSTEES IN ANY FINAL DECISION ABOUT A CE VIOLATION. IHT WILL CONSULT THEIR ATTORNEY AS NEEDED, AND WILL REQUIRE MITIGATION FOR ANY VIOLATION. VIOLATIONS OF EASEMENTS CAN BE MAJOR OR MINOR, AND GENERALLY ARE THE RESULT OF A MISUNDERSTANDING OF CE RESTRICTIONS. WORKING WITH REALTORS, POTENTIAL BUYERS, AND NEW OWNERS TO INFORM THEM OF THE SERIOUSNESS OF THE CE WILL REDUCE MISUNDERSTANDINGS. AN AMENDMENT TO THE CE MIGHT BE REQUIRED TO MAKE THE REMEDIAL MEASURES BINDING IN THE FUTURE. EVERY CE AND EVERY VIOLATION IS DIFFERENT, SO DIFFERENT SOLUTIONS ARE NECESSARY. IHT WILL TAKE ACTION ON EVERY VIOLATION. IF A RESOLUTION OF THE PROBLEM BY AGREEMENT OF THE PARTIES CANNOT BE REACHED, IHT WILL CONSIDER LEGAL ACTION, INCLUDING LITIGATION. ALL INITIAL INVESTIGATION AND DOCUMENTATION OF THE VIOLATION WILL BE CONDUCTED CAREFULLY WITH A COMPLETE "PAPER TRAIL," AS THOUGH IN PREPARATION FOR LITIGATION. MONITORING AND ENFORCEMENT LANGUAGE IS INCLUDED IN ALL EASEMENT AGREEMENTS. SCHEDULE D, PAGE 1, PART II, LINE 9 CONSERVATION EASEMENTS ARE DEEMED TO BE WITHOUT ECONOMIC VALUE TO ISLAND HERITAGE TRUST, AND HENCE ARE NOT RECORDED AS REVENUE OR ASSETS. TEXT OF FINANCIAL STATEMENT NOTE: "CONSERVATION EASEMENTS ARE DEEMED TO BE WITHOUT ECONOMIC VALUE TO THE ORGANIZATION AND THEREFORE ARE VALUED AT ZERO FOR ACCOUNTING PURPOSES." SCHEDULE D, PAGE 1, PART III, LINE 1A COLLECTION ITEMS CONSISTING OF CONSERVATION LAND ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED OR PERMANENTLY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. PROCEEDS FROM ANY SALES OR DEACCESSIONS ARE REFLECTED ON THE STATEMENT OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. SCHEDULE D, PAGE 2, PART III, LINE 4 THE ORGANIZATION'S COLLECTION IS MADE UP OF LAND, ISLANDS, AND A LIGHTHOUSE THAT ARE HELD FOR CONSERVATION PURPOSES. EACH PROPERTY CONTAINS SIGNIFICANT NATURAL, CULTURAL, OR HISTORIC FEATURES THAT ARE DESERVING OF PRESERVATION, AND THEIR CONDITION IS CONTINUALLY MONITORED AND CARED FOR. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES THAT PROCEEDS FROM THEIR SALES BE USED TO ACQUIRE OR MAINTAIN OTHER ITEMS FOR COLLECTIONS; HOWEVER, THE ORGANIZATION INTENDS TO PROTECT ALL OF ITS PROPERTY HELD FOR CONSERVATION IN PERPETUITY. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES 14,256 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 14,256 BRUNCH/AUCTION 91461 80911 10550 9518 2226 CONCERT 10063 2468 7595 1000 1250 262 101524 83379 18145 10518 1250 2488 14256 3889 true MAINE COAST HERITAGE TRUST 1 BOWDOIN MILL ISLAND 201 TOPSHAM ME 04086 237099105 501C3 50000 CONARY POINT PROJECT 1 SCHEDULE I, PAGE 1, PART I, LINE 2 MONITORING OF GRANT FUNDS NOT DEEMED NECESSARY. X 11711 ESTIMATED VALUE X 8 147037 ACTIVE MARKET false true false FORM 990 - ORGANIZATION'S MISSION CONTRIBUTING TO THE WELL-BEING OF THE ISLAND COMMUNITY BY CONSERVING ITS DISTINCTIVE LANDSCAPES AND NATURAL RESOURCES, MAINTAINING PUBLIC ACCESS TO VALUED TRAILS, SHORELINE AND ISLANDS, AND BY PROVIDING EDUCATIONAL PROGRAMMING FOR ALL AGES. FORM 990, PAGE 6, PART VI, LINE 6 MEMBERS OF ISLAND HERITAGE TRUST ARE ANY INDIVIDUAL MAKING A CASH OR IN- KIND CONTRIBUTION AND PROVIDING WRITTEN NOTICE OF INTENT TO BECOME A MEMBER. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF TRUSTEES AT AN ANNUAL MEETING. FORM 990, PAGE 6, PART VI, LINE 7B MEMBERS OF THE ORGANIZATION APPROVE CHANGES TO THE ORGANIZATION'S BY-LAWS, AND APPROVE CERTAIN TRANSFERS OF REAL ESTATE. FORM 990, PAGE 6, PART VI, LINE 11B BOARD MEMBERS RECEIVE THE FORM 990 AND HAVE AN OPPORTUNITY TO REVIEW IT AND PROVIDE FEEDBACK BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C IF A CONFLICT OF INTEREST ARISES, THE BOARD MEMBER IS REQUIRED TO NOTIFY THE EXECUTIVE DIRECTOR AND THE CHAIR OF THE BOARD IMMEDIATELY. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE APPROVED COMPENSATION FROM A BASELINE THAT WAS ESTABLISHED WHEN THE EXECUTIVE DIRECTOR WAS HIRED. THE BASELINE WAS DETERMINED FROM A STUDY OF SALARIES PAID BY OTHER LAND TRUST IN MAINE. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.