2025-11-12T08:10:10-06:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-01-01 237099105 Maine Coast Heritage Trust MAIN 2077297366 1 Bowdoin Mill Island 201 Topsham ME 04086 Katherine D Stookey President 2077297366 2025-11-06 1 1 Joseph R Byrne P01289281 2077752387 2025-11-06 2024 2025-03-06 01:10:19Z Katherine D Stookey 1 Bowdoin Mill Island 201 Topsham ME 04086 23273937 0 X www.mcht.org X 1970 ME Maine land conservation and protection 18 18 96 455 337653 0 21739614 13658777 130447 125885 4724872 8167007 33916 26320 26628849 21977989 9337621 3664989 0 0 6052873 7149246 0 0 1555837 5331648 6213064 20722142 17027299 5906707 4950690 298161205 312200748 1199579 977273 296961626 311223475 X Maine Coast Heritage Trust advances the conservation of lands and waters in Maine to ensure ecological well-being and foster thriving communities. MCHT provides statewide conservation leadership through its work with land trusts, coastal communities and other partners. 0 0 7131222 3664989 125885 Land Protection Program-Works with landowners, communities and partners across the state to conserve lands and waters to protect ecosystem function, build resilience in a changing climate and benefit people and wildlife for decades to come. Additionally, the Land Trust Program provides training, education and technical support for Maine's network of land trusts and conservation organizations. 3502807 Stewardship-Works collaboratively to care for conserved land to enhance ecological function, provide habitat for wildlife, and offer people a wide-range of outdoor experiences, water access sites, and opportunities to engage with the land. 887808 Farm Operations-Agricultural lands and programming through working farm and community preserves in Rockport, we advance regenerative farming techniques, support a healthy local food system, connect kids and families to farming and outdoor experiences, and showcase the tangible benefits of conserved lands. 913419 Communications - manages print and digital communications including messaging, branding, channel management, public relations and public education. 913419 12435256 1 1 0 1 0 0 1 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 76 0 1 96 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT FL MA MD ME NH NY PA VA X X Joanne Favreau 2077297366 1 Bowdoin Mill Island Suite 201 Topsham ME 04086 Thomas Armstrong Jr Chair 1.00 0.00 X X 0 0 0 MacKenzie Davis Vice Chair 1.00 0.00 X X 0 0 0 Judy Wallingford Treasurer 1.00 0.00 X X 0 0 0 John Adelman Director 1.00 0.00 X 0 0 0 Ann Amstutz Hayes Director 1.00 0.00 X 0 0 0 Emily Beck Director 1.00 0.00 X 0 0 0 Emily Bruce Director 1.00 0.00 X 0 0 0 Darron Collins Director 1.00 0.00 X 0 0 0 Alejendra Geiger-Ortiz Director 1.00 0.00 X 0 0 0 Katherine Jans Director 1.00 0.00 X 0 0 0 Amory Logan Director 1.00 0.00 X 0 0 0 Christina Millet Director 1.00 0.00 X 0 0 0 Lisa Nitze Director 1.00 0.00 X 0 0 0 Philip Ryan Director 1.00 0.00 X 0 0 0 Sam Spencer Director 1.00 0.00 X 0 0 0 Sheridan Steele Director 1.00 0.00 X 0 0 0 Nova Tower Director 1.00 0.00 X 0 0 0 Benjamin Twining Director 1.00 0.00 X 0 0 0 M Cameron Barrow Past Director 1.00 0.00 X 0 0 0 Alexandra Hopkins Past Director 1.00 0.00 X 0 0 0 Edward E Wendell Jr Past Director 1.00 0.00 X 0 0 0 Katherine D Stookey President and CEO 40.00 0.00 X 212852 0 41627 Joanne Favreau Sr. Director of Finance and Admin. 40.00 0.00 X 183491 0 26592 Nichole Blanchard Sr. Director of Comm. & Philanthropy 40.00 0.00 X 171720 0 38948 Elizabeth Ham Senior Director of Land Protection 40.00 0.00 X 162273 0 34968 Stephanie Rogers Assoc. Director of Human Resources 40.00 0.00 X 125556 0 33136 Amanda Devine Senior Director of Stewardship 40.00 0.00 X 125659 0 26331 Angela Twitchell Sr Dir. of Partnerships & Pub Policy 40.00 0.00 X 123216 0 22397 1104767 0 223999 13 0 1 0 Costello Dismantling Company Inc 15 Cranberry Highway Unit 1 West Wareham MA 02576 Construction Services 766674 BackOffice Thinking LLC 129 South High Street West Chester PA 19382 Contract Services (IT/Software) 185455 Cold Mountain Builders Inc 33 Pendleton Street Belfast ME 04915 Construction Services 171317 Puelle Design 622 Congress Street Suite 201 Portland ME 04101 Contract Services (Branding/Marketing) 168684 RL White & Son Inc PO Box 8 Hulls Cove ME 04644 Construction Services 158508 8 35180 388956 13234641 3691365 13658777 Program Fees 611600 125885 125885 125885 3924099 242849 3681250 4354740 1158114 216872 1053074 4137868 105040 4242908 56152 4186756 13670 35180 26002 -12332 -12332 Farm Operations Revenue 110000 19382 19382 Sale of Beef 110000 16733 16733 Fair & Art Show 110000 2537 2537 38652 21977989 125885 337653 7855674 3664989 3664989 464563 236721 151498 76344 5080299 3855147 608971 616181 400498 301261 42622 56615 771484 573369 90097 108018 432402 320954 57051 54397 11439 285 11154 81650 81650 1470467 1470467 1164888 709980 255893 199015 727742 409853 136348 181541 814690 732061 52343 30286 147002 101659 5313 40030 97074 96627 186 261 419179 409542 9637 219978 173270 21969 24739 Project Expense 630021 510078 6019 113924 Loss on Impairment 228116 228116 Staff Recruitment & Tra 140476 51002 34988 54486 Farm Operating Expenses 60342 60342 17027299 12435256 3036206 1555837 X 137 2076 14190666 10260998 3820051 2192494 670986 74225 319002 55002 8404 6679 316793 230397 136125339 2771995 124543711 133353344 59461347 70288744 89204045 89786140 5626063 5950649 298161205 312200748 1199079 976773 500 500 1199579 977273 X 192476754 206013468 104484872 105210007 296961626 311223475 298161205 312200748 X 4950690 8982965 328194 X 0 1 X 1 0 X 15050024 15270154 17873698 21739614 13658777 83592267 15050024 15270154 17873698 21739614 13658777 83592267 8482844 75109423 1565736 1244299 1705573 2810584 3681250 11007442 7200 7200 94606909 567593 0.79390 0.75900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1118 3403 4521 17022778 17027299 1000000 250000 0 0 712948 788312 1000000 1000000 3501260 5251890 1342 158 3121 4521 9142 178237 197078 250000 250000 875315 1312973 131 474 1118 1723 X X X X 330 22898.00 0 1 1 1924.00 377285 132550507 1910237 15190713 4351901 1470467 143829089 114164944 8761274 15081072 4282065 1174718 132550507 119172785 12082321 -12577863 3696043 816256 114164944 102282285 770866 20058046 3102648 835764 119172785 87259830 2739310 16314305 3107781 923379 102282285 0.40167 0.49875 0.09958 0 0 126054819 126054819 8204945 1828866 6376079 1470581 869808 600773 394994 73321 321673 133353344 Interests in Limited Liability Companies and Limited Partnerships 89786140 F 89786140 29794062 8982965 354196 9337161 20456901 1470467 50621 1521088 21977989 15532213 26002 26002 15506211 1470467 50621 1521088 17027299 Part II, Line 5: Conservation easements require communications with landowners, monitoring visits at least once each year, reviewing landowner plans for changes that are addressed in the easement and approving or denying them, working with the organization's attorney to deal with violations and amendments, and in some cases transferring easements to other organizations. Some easements require very little time and others require lengthy discussions, negotiations, repeated visits, and specific management. Maintaining good communication with landowners is the key factor in avoiding violations and legal quagmires. As original Grantors pass on or transfer their property, it is especially important to quickly make contact and develop relationships with the new landowners and to help them understand the purpose and restrictions of the easement if necessary. MCHT maintains a policy with LTAs Terrafirma Risk Retention Group. This provides us with litigation coverage should we ever need to provide legal defense for any of our conservation easements. Part II, Line 9: Contributed conservation easements held by the Organization are not recorded in the financial statements because easements do not represent economic assets or resources. Purchased conservation easements are expensed on the date purchased. Part V, Line 4: Operating endowment fund income is to be used for operating fund purposes (excluding land and conservation easement acquisitions) except as needed to be retained in the operating endowment fund so the purchasing power of the permanently restricted contributions is not eroded. Part XI, Line 2d - Other Adjustments: Change in Value of Beneficial Interest in Split-Interest Agreements 328,194. Fundraising Expense 26,002. Part XI, Line 4b - Other Adjustments: Sale of Beef 16,733. Gain on Sale of land 33,888. Part XII, Line 2d - Other Adjustments: Fundraising Expense 26,002. Part XII, Line 4b - Other Adjustments: Sale of Beef 16,733. Gain on Sale of Land 33,888. Central America and the Caribbean 0 0 Investments 50330030 0 0 0 0 0 0 50330030 0 50330030 1 0 1 1 1 0 Tides of Change 34150 27380 6770 8424 900 8558 Shindig 14700 7800 6900 8120 48850 35180 13670 8424 900 16678 26002 -12332 1 Biddeford Pool Land Trust PO Box 306 Biddeford Pool ME 04006 016148805 501(c)(3) 1205465 0 Land Conservation Downeast Salmon Federation PO Box 201 Columbia Falls ME 04623 010532938 501(c)(3) 349184 0 Land Conservation The Community School 585 Sound Drive Mount Desert ME 04660 465403427 501(c)(3) 127835 0 Land Conservation The Forest Society of Maine 290 State Street 2nd Floor Bangor ME 04401 020413555 501(c)(3) 200000 0 Land Conservation Niweskok PO Box 554 Milford ME 04461 990753144 501(c)(3) 115000 0 Land Conservation Brunswick Topsham Land Trust 179 Neptune Drive Suite 200 Brunswick ME 04011 222714194 501(c)(3) 45000 0 Land Conservation US Fish & Wildlife 300 Westgate Center Drive Hadley MA 01035 Government 16991 0 Land Conservation Somes-Meynell Wildlife Sanctuary 57 Pretty Marsh Road PO Box 171 Mount Desert ME 04660 010408925 501(c)(3) 25000 0 Land Conservation Crabtree Neck Land Trust PO Box 273 Hancock ME 04640 100011413 501(c)(3) 125000 0 Land Conservation Legacy Investment Works LLC dba Legacy Philanthropy Works 521 Santa Barbara Street Santa Barbara CA 93101 472584632 501(c)(3) 10000 0 Land Conservation Mi'kmaq Nation 7 Northern Road Presque Isle ME 04769 Government 20000 0 Land Conservation Midcoast Conservancy PO Box 439 Edgecomb ME 04556 222658964 501(c)(3) 20000 0 Land Conservation The Nature Conservancy 4245 Fairfax Drive Arlington VA 22203 530242652 501(c)(3) 750000 0 Land Conservation New Learning Journey 700 Bragg Hill Road Fayston VT 05673 474879926 501(c)(3) 10000 0 Land Conservation York Land Trust 1 Long Neck Marsh Road York ME 03909 222793161 501(c)(3) 288441 0 Land Conservation Blue Hill Heritage Trust 157 Hinckley Ridge Road Blue Hill ME 04614 222655830 501(c)(3) 800 93537 Appraised Fair Value 2.4 acres The Nub & Island Land Conservation Kennebec Estuary Land Trust 872 Washington St Bath ME 04530 010446468 501(c)(3) 0 254486 Appraised Fair Value 44 acres Middle Road Forest Land Conservation 17 0 Part I, Line 2: Grants are awarded to partner organizations as contributions towards their conservation efforts. MCHT's Land Trust Program also extends re-grants to other organizations for various conservation and related projects. MCHT's Land Trust Program Director is responsible for reviewing and monitoring each of our re-grants. Final grant reports are required within generally 12 months from the date of the grant. These grant reports require the land trusts to provide the manner in which the funds were spent, a summary of the project, an evaluation of the outcomes, challenges and next steps. In addition, the land trusts are to include information on what the organization has learned through the project, particularly information that may be relevant to other conservation organizations. X X 0 0 0 0 0 0 0 0 0 Katherine D Stookey President and CEO 212852 0 0 0 0 0 17306 0 24321 0 254479 0 0 0 Nichole Blanchard Sr. Director of Comm. & Philanthropy 171720 0 0 0 0 0 13845 0 25103 0 210668 0 0 0 Joanne Favreau Sr. Director of Finance and Admin. 183491 0 0 0 0 0 14968 0 11624 0 210083 0 0 0 Elizabeth Ham Senior Director of Land Protection 162273 0 0 0 0 0 13130 0 21838 0 197241 0 0 0 Stephanie Rogers Assoc. Director of Human Resources 125556 0 0 0 0 0 10311 0 22825 0 158692 0 0 0 Amanda Devine Senior Director of Stewardship 125659 0 0 0 0 0 10101 0 16230 0 151990 0 0 0 X 99 1243085 Fair Market Value X 4 2448280 Appraised Fair Value 2 0 1 1 Part I, Line 32b: Maine Coast Heritage Trust currently uses Bar Harbor Wealth Management as its Agent for investment management and administrative services for planned gift funds. MCHT reserves the right to change or add agents without notice to donors. Form 990, Part VI, Section B, line 11b A complete copy of the 990 was made available to the Organization's board of directors before it was filed. Form 990, Part VI, Section B, line 12c Directors, employees, committee members, etc. are required to sign a conflict of interest policy acknowledgement statement and report any conflicts to the president. Form 990, Part VI, Section B, line 15 Compensation of the Organization's president is determined with the use of a compensation survey or studies and by approval of the board. Key employee compensation is presented to the Board as part of the annual operating budget at the November board meeting. The full budget is reviewed in detail prior to such meeting with the Treasurer and the Finance Committee. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available to the public through the Organization's website or upon request. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: Maine Coast Heritage Trust 1 Bowdoin Mill Island No. 201 Topsham, ME 04086 EIN 23-7099105 Maine Coast Heritage Trust is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Change in Value of Beneficial Interest in Split-Interest Agreements 328,194. Conservation Limited Development LLC 1 Bowdoin Mill Island Suite 201 Topsham ME 04086 237099105 Owning, managing, renting, leasing, buying, selling and developing property ME 270931 4427119 Maine Coast Heritage Trust Beneficial Interest In Perpetual Trust Held by Third Party (1) Split-Interest Agreement ME Maine Coast Heritage Trust 1 Charitable Remainder Unitrusts (1) Split-Interest Agreements ME Maine Coast Heritage Trust 1 Charitable Gift Annuity Trusts (5) Split-Interest Agreements ME Maine Coast Heritage Trust 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Beneficial Interest In Perpetual Trust Held by Third Party (1) C 271600 Cash received