2015 Annual Report - Lummi Island Heritage Trust

AnnuAl RepoRt
2015
Preserving the Nature of Lummi Island
Highlights of 2015
“The future depends on what you do today.”
Mahatma Ghandi
As I reflect on the past year, I am in awe of Lummi Island
Heritage Trust. This small organization is doing big things today,
with our eyes on the future.
We believe the future depends on people connecting with,
learning about, and appreciating our natural world. During the
past year, Nature Explorer kids enthusiastically took to the forests,
ponds and beaches to learn about the island’s native plants and
critters. Adults were not far behind counting frogs, salamanders
and newts, classifying mushrooms and lichens, learning bird
songs, prowling for owls, and growing organic vegetables and
fruit. We love this island and we value learning about it and
caring for it.
The Heritage Trust finalized a private conservation
easement that protects 125 acres from development and ensures
that an expanse of forest and wetlands on the north end of the
island are permanently protected. We began work with another
private landowner who wishes to protect the extensive wetlands
on their 23 acre property.
The crowning moment this past year was when we
successfully negotiated the acquisition of the Lummi Island quarry
property and launched the Aiston Preserve Campaign. Perhaps
the most ambitious undertaking in the Heritage Trust’s 18 year
history, the Aiston Preserve project will restore degraded land and
shoreline and develop public access at this extraordinary property.
See more details about this remarkable project on page 7.
The future of Lummi Island is being shaped by how each
of us responds to the opportunities we have today to protect the
forest, fields, wetlands and shorelines of this precious island.
Please join us in Preserving the Nature of Lummi Island
for future generations of plants, wildlife and people – forever. 
Rebecca Rettmer, Executive Director
2
Cover photos and this page: Victor Burgett
2015 was a marvelous year of community outreach,
engaged members, active volunteers, land stewardship, citizen
science, and saving land. With new projects already underway,
2016 promises to be an exciting time be a part of this vital
organization.
Conservation by the Numbers
STATEMENT OF FINANCIAL POSITION
Assets
2015
Cash
$923,471
Land acquisition fund
$301,379
Stewardship funds
$424,749
Pledges receivable
$387,893
Inventory
$3,102
Property and equipment
$63,327
Land
$5,602,694
Conservation easements
$15
Total Assets
$7,706,630
Liabilities
Net Assets
Total Liabilities & Net Assets
$227,469
$7,479,161
$7,706,630
2014
$460,319
$376,594
$430,181
$106,041
$3,102
$87,914
$4,497,389
$14
$5,961,554
$122,469
$5,839,085
$5,961,554 1
STATEMENT OF ACTIVITIES
Support and Revenue
2015
Contributions
$1,768,607
Grants
$61,750
Benefit Events and Sales
$26,060
Investments
$19,561
Other
$700
Total Support and Revenue
$1,876,678
2014
$183,154
$900
$14,285
$19,379
$1,164
$218,882
Expenses*
Programs
Fundraising
Operations
Total Expenses
$127,712
$18,325
$20,284
$166,321
$162,152
$26,529
$13,322
$202,003
Revenue
Expenses*
1% Investments
1% Benefit Events
& Sales
3% Grants
<1% Other
13%
Fundraising
7% Operations
1
94% Contributions
2
1
3
2
4
80% Programs
5
*Expenses for payroll, property taxes, supplies, insurance,
utilities, etc. are allocated between categories.
The abbreviated financial statements for 2014 are derived
from an independent audit conducted by Thomson and
Company, PLLC. The financial statements for 2015 will be
audited later this year.
1,008 Acres of Protected Land
Private Conservation
Easements (700 acres)
Heritage Trust
Preserves & 10 Lots in
Hunter Park (388 acres)
Heritage Trust
Aiston Preserve
Fawn Lily
3
Photo by Dal Neitzel
3
With Sincere Gratitude
Steven Wilcox
Patricia & David Hall
Ryan & Kimberly Hamilton
Hammerhead Coffee
Roasters
Dorothy Hanson
Thor Hanson
Ria Harboe
Don Harper
Timothy & Ellen Harris
Randy Hathaway
Laurie Hawkins &
Jess & Sandra Drake
David Canterman
Brendan & Jennifer Dunn
Karen Hawlett
David & Susan Dworski
Judy Hayes
Sandra & Peter Earle
Linda Hayes
Earth Links, Inc.
Patricia Hayes &
Eleanor Ann BustanobyRichard Frye
Keane Foundation
Barry Hembree & Michelle
William Enoch
Judson
Jill Ericsson
Susan Herring &
Norborn Felton
Norman Wolf
Fidelity Charitable
Jim & Kathy Hewitson
Carla Fisher
Marcia High
Linda Foote
Hilander Pump &
Marcia Ford
Well Service
Buffy Fox
Charles Hilsinger
Annie & Axel Franzmann
James & Barbara Frederick Shane Hirsch
Peter & Mary-Ellen Hodges
Paulette Freeman
Art Hohl
Jeremy & Katherine
Janice Holmes &
Freimund
David Thorn
Jonathan Friedan &
Kathryn & Stuart Honse
Ilana Trachtman
Sally Huff & Nat Dickinson
Jacquelyn Gaines
Julie Hunter
Kim & Mike Gardner
Sam Hunter
Kathy Gepner
George & Christine Gerhold Dane Hutchings
Jonathon & Diana
Ginny Gibbs
Hutchings
Anne Gibert & Jerry Hook
Malcolm & Roberta
Jean Godden
Hutchings
Pam Gould & Ed Lowe
Susan Hutton &
Jackie Granger
Michael Byers
Janet Granger
Chris Immer
Katherine Granger
Lisa Gray Jackson &
Greg Gilbert
Katherine Jacobson
Ryan & Christina Jepperson
Jewish Communal Fund
John & Mary Jane Leusner
Betsy Johnson
Jon & Jette Baker
Janice Jones & Jerry Kracht
Kathy Jones & Fred Withers
Kevin & Laurel Jones
Mary Granger
Robert Jones & Lynn Dee
Richard Granger
Roger Jones
Christine & Louis Green
Talitha Jones
Erna Gregory
Lisa Kaufman
Gale & Michael Gropp
Charles & Joan Keiper
Joel & Lana Grymaloski
Susie Keithly
Thomas Haensly
John & Gail Kelly
Aaron & Susan Hakeman
Tom Kennedy
Lucinda Hall &
Molly Adams &
Bruce Johnson
AdaQuest
James Addington
Karin Ahlstrom Bean
Luther Allen
American Endowment
Foundation
Bob & Julie Anderson
Anonymous
Charles & Sharron Antholt
Judy Arntsen
Sue Aspelund
Basil Atkinson &
Ria Nickerson
Rose Ann Auld
Cheryl Bachus & Di Kegeles
David Bailey
Jon & Jette Baker
Grace Baldwin
Jack & Bev Baldwin
William Jr. & Joan Ball
Lori Barclay
Brad & Sarah Barnhart
Dennis & Nina Barry
Mary Barstow
Tarini Bauliya &
Bruce Weaver
Jim & Tanya Baumgart
Melanie Bazlen
Bill & Susan Bazlen
Charlie & Catherine Beard
Mary Pat & Chuck Beard
Steve Beatty & Kristine Witt
Benevity
Marty Benner
Jennifer Bernard
Erik Birkeland &
Jeffrey Cook
Cara Blake
Clark & Patty Blake
Rhayma Blake &
Roger Prestiy
Avia Bocock
Betty Bocock
Richard & Wendy Boer
Norma Bohl
Mary Boire & Kevin Jones
Jan Bonaparte
Mary Boulton
Jack & Jo Ann Bowman
Paul & Linda Bowman
Sam Bowman
Jeremy Boyer
BP Fabric of America Fund
Barbara Brock
Kenneth Brookner &
Valerie See
Doolie Brown
Bruce Cox Imports
Mark & Kathy Buford
Wiley & Deette Bunn Jr.
Barbara Bunn &
Mary Ann Garretson
Wiley & Marilyn Bunn
Victor & Tara Burgett
Nancy Burnett
Dannica Burrous
Malia Burrous
Mike & Rebecca Burrous
Beverly Busch
Judy Bush
Coleman Byrnes
Sheryl Cahenca
Bill & Linda Cameron
Kelsey & David Capps
Richard Carratt
Edwin Casebeer
Carol Chaudiere
Gordon Chessmar
Lauren Christensen
Thurid Clark
Alice Clayton
Capella Cole-Mann
Isaac Colgan &
Bremyhr MacLaren
Leslie Comstock
Bob & Wanda Cucinotta
Ken & Marcia Culver
John Jr & Barbara Curry
Erik & Cynthia Dahlstrom
Beverly Darnall
Paul Davis
Ruth Davis
Leslie & Paul Dempsey
Ishbel Dickens &
Markus Krueger
Wayne Dodge &
Larry Kreisman
Donate For Charity
Mike Donnelly &
Kathy Jones
Constance Drake &
Terry Diffley
Photo by Victor Burgett
On behalf of future generations of islanders,
the island’s plants and wildlife, and all of us
at the Heritage Trust –Thank You!
You have donated land, conservation easements,
money and time. Together, we are making a
significant and lasting legacy for Lummi Island.
4
David & Susan Lee Kertis
Eileen Kiera & Jack Duffy
Elizabeth Kilanowski &
Bert Rubash
Barbara & Tobey King
Dale & Cheryll Kinsley
Janeen Klinger
Carolyn Kmiecik
Melvin & Louise Kolstad
David & Katie Krilanovich
Ben & Dana Kuiken
Joseph La Plante
Glenn Lamb & Sue Knight
Rob Landerholm
Carol Landt & Marco Hubert
George & Anne Lane
Jerry & Susan Lange
Lyndsey Lange
Buffy Lapouf
Gene & Peg Larson
Marian Larson &
John Wagner
Wynne & Bill Lee
Lora Leschner & Bill Hebner
Doug & Att Lilyroth
Kelli Linville & Will Roehl
Walt Lockwood
Ray & Pat Loughlin
Ray Louis &
Elizabeth Walukas
Jim & Colleen Lourie
Madeline Lovell &
Doug Johnson
Lummi Island Community
Assoc.
Lummi Island Mermaids
Lummi Island Wild Coop
Janet Lutz-Smith
Richard Lyons
Bob & Colleen MacGilchrist
Anne Madsen-Boydstun
Judith & Tom Magnuson
Albert & Sheila Marshall
Lis & Mark Marshall
Jon Martin
Laura Martin
Mary H. Storer Foundation
Brooke Masley
Catherine Maxson &
Greg Lewis
Shelbie McAuley
Ray & Merilyn McClure
Colleen McCrory
Sandy & Chris McDade
Tim & Marcia McEvoy
Allan & Karen McFadden
John & Ingrid McGarry
James & Carol Meetze
Elizabeth & Ted Merrill
Scarlett Messenger
Ruth & Bob Meyer
Microsoft Matching Gifts
Pam Miller
With Sincere Gratitude
Jill Milliken
David & Darrell Mindell
Family
Richard & Gayle Mitterer
Meredith Moench
Ted Mork
Ann Morris
Mark & Cheri Morrissey
Adam & Krista Morrow
Bob & Jeanette Morse
Christine Morton &
Megan Crouse
Bill Moye
Byron & Pat Moye
Joan & Mike Moye
Richard & Pam
Muehlhausen
Sandra Mulhern
William Mullin
Carolyn & David Myers
John & Sheri Nalivka
Tony Napoletano
Jan Strandberg Natale
Randi Nathanson
Kathleen Neece
Dal Neitzel & Kathy Haven
Rebecca Nesbit
Sid & Leslie Nesbit
Karen Neubauer &
Bob Kandiko
Judy & Don Nielsen
Nannette & Kent Nielsen
Christopher Noell &
Maryanne Godfrey
Northwest Plumbing
Services Inc.
Northwest Propane
Robin & Ian O’Callaghan
Corey Ogren
Quennan Ogren
Thomas & Kristin Ogren
Doug & Marsha Okland
Billy Olberg
Judy Olsen
Kayakers in Smugglers Cove.
Michael Olsen
Craig Olson &
Joanna Colbert
Gary & Patricia Olson
Jeffrey Otis
Patricia Otto
Pacific Rim Tonewoods
Pacific Surveying &
Engineering
Charles Papish &
Susie Keithly
Patty Helm & Family
Tom & Debbie Pawlak
Peck Films, Inc.
Jyl Peterson
Lois & Walbert Peterson
Lynn Peterson &
Hugh Lewis
Jane Phillips
Jo Ann & Tom Philpot
Robert & Susan Plumb
Mary & Fred Pneuman
Gary & Nicky Poole
Rhianna & Olivia Poole
Irene Prince
Raincoast Georesearch
Myra Ramos & Ben Rogers
Dan Raymond
Forrest & Georgia Rettmer
Rebecca Rettmer &
Bert Sagara
Robin Richardson
Doreen Richmond &
Jim Lane
Scott Roberts & Nancy Teel
Jeremy Robinson
John Robinson &
Diana Pepper
Rose Foundation
Jim & Mary Ross
Larry & Joanie Roteman
Jeanette Russell
Jack & Mary Sadler
Sail The San Juans
Barbara Sanborn
Preston Schiller
Jafra Schireman
Schneider Design
Betsy & Michael
Schneider
Charlie & Jean Schneider
Michael & Jean Schneider
Stephan Schneider &
Michele Morrissey
Gwen Schnurman &
Gary Hirsch
Gerald Schroeder
Schwab Charitable Gift
Trust
Ed & Helen Scott
Fredi Shalita
Janine Shaw & Dan Ohms
Michael & Jennie Sheaffer
Linda & Mark Sheek
Robin & Marsha Shepherd
Mark & Amy Schintaffer
Hugh Shipman
Catherine Shornick
David Shulman &
Smadar Friedlander
Pat Sibley
Nancy Simmerman
Mike Skehan &
Diane Harper
Patrick Slimane
Jack & Frankie Small
Bob & Rachel Smersh
R. Smith Family Trust
Curtis & Ruby Smith
Jeffrey Smith &
Linda Nordstrom
Noble Smith &
Kendra Schmiedeskamp
Patricia Smith
Randy & Linda Smith
Richard & Mayumi Smith
R. Bart Smith
Scott Smith
Immature and adult Bald Eagle.
Sully Smith
Sound Beverage Distributors
Bobbie Southworth
Victoria Souze
Louise Spector
Ed & Marjorie Spiel
Christian & Randy Starks
Blake Steel
Daniel Steinert &
Gina Nagy-Steinert
Helen Stocker
Stow-It/Scrap-It
Darol Streib
Kenneth & Linda Swanson
Tina & Evan Swanson
Christian Teilmann
Paul Teilmann
Rasmus & Trish Teilmann
Wendell & Terry Terry
Dan Thane &
Christopher Chow
The Beach Store Cafe
The SauseBurger Stand
The Willows Inn
Daphne Thomas
Jim & Judy Thomas
Virgil & Linda Thompson
Toby Thorn & Martha Galaif
Lynette & Garth Thurber
Billie Tomasek
Phil Trautmann
James Travis Family
Hans Trieselmann
Loch & Susan Trimingham
Bert & Mary Turner
U.S. Charitable Gift Trust
Nye Underwood
United Way Of Snohomish
Donna Vaccarino
Photo by Victor Burgett
Robin Vaccarino
Jonathan Van Hoesen
Mary Jane Van Hoesen
Don Van Valkenburgh
Glenn & Celene Voyles
Glenn & Ellen Voyles
Tamisie Honey Vrolyk
Bill & Connie Waddington
Lynda & David Waddington
Mary Beth Watkins &
Steve Wright
Barry & Elizabeth Watson
Tom & Judy Weatherby
Teri Weaver &
Jeffrey Freimund
Louise Weber
Judith & Mark Wehmeyer
Dave Wertz
Dan & Elaine Wessels
Whatcom Community
Foundation - Susan &
Loch Trimingham Fund
Whatcom Community
Foundation - Anderson
Family Endowment Fund
John Wiggins
Judd Williams &
Anne Bonaparte
Peter & Jan Willing
Laura Winds
Donald & Kathryn Wines
Ginnie Winfield
Dave & Janet Wing
Lisa Wochos & Stuart Rich
Bruce Wynn &
Karen Rotko-Wynn
Lynne & Andrew Yurovchak
Sara Zucati
Photo by Cyndi Perry
This list represents donors who made financial and in kind gifts January – December 2015 and volunteers who gave gifts of their time and talents during 2015.
If you discover that we have made an error, please contact our office, 360-758-7997 or [email protected], so that we may make the correction. Thank you.
5
Memorial & Honorary Gifts
Memorial Gifts
In memory of Rod Aschenbrenner
Bill Moye
In memory of Margaret Bethune
Glenn & Ellen Voyles
Louise Spector
Chuck & Mary Pat Beard
Bob & Jeanette Morse
Toby Horn & Martha Galaif
Norma Bohl
In memory of Gina Marshall Reed
Al & Sheila Marshall
Jill Ericsson
In memory of Mary Smith
Dorothy Hanson
R. Smith Family Trust
In memory of Ray & Trula Smith
The Curtis Smith Family
In memory of Maud Brown
The Curtis Smith Family
Honorary Gifts
In memory of Joann Chavre
Donna & Robin Vaccarino
In Honor of Kirstin & Adam Branch
George Gerhold
In memory of Lois Johnson
Bill Moye
In Honor of Mike & Rebecca Burrous
Edwin Casebeer
In memory of Bill & Anita Jones
Sandy Mulhern
In Honor of Kim Bush
Jonathan Friedan & Ilana Trachtman
In memory of Kay &
Lloyd Niedhamer
Barbara Brock
In Honor of Edwin Casebeer
Bill Moye
Joan & Mike Moye
In Honor of John Casebeer
Bill Moye
Joan & Mike Moye
In Honor of Lena, Erik, Sierra &
Renata Hanson
Preston Schiller
In Honor of Bobbie Hutchings
Mary Jane Van Hoesen
Malcolm Hutchings
Nikki & Gary Poole
In Honor of Meredith Moench
Paul & Leslie Dempsey
In Honor of Bill Moye
Mike & Joan Moye
David Thorn & Janice Holmes
Edwin Casebeer
In Honor of Mike & Joan Moye
Peter & Mary Ellen Hodges
Edwin Casebeer
In Honor of Steve Schneider &
Michele Morrissey
Bob & Ruth Meyer
Ed & Marje Spiel
In Honor of Linda Sheek
Lynn Peterson
In Honor of Nancy Simmerman
Jerry & Sue Lange
Lyndsey Lange
In Honor of Marcia Smith
Gerald Schroeder
In Honor of Hal Thesen
Sail The San Juans
Jon & Jette Baker
In Honor of Nancy Elena van Duesen
Preston Schiller
In Honor of Blaine Wetzel &
the Willows Staff
Sandy & Chris McDade
In Honor of Jacques, Annie &
J.C. Schiller
Preston Schiller
Your Lifetime Legacy
Photo by Dal Neitzel
This list represents memorial and honorary gifts received January – December 2015. If you discover that we have made an error,
please contact our office, 360-758-7997 or [email protected], so that we may make the correction. Thank you.
Trillium
Rebecca Rettmer at the Heritage Trust office,
360-758-7997. If you have already included the
Heritage Trust in your estate plans, please let us know
so that we can thank you during your lifetime. 
The places on Lummi Island that you help
preserve today will be your legacy that is passed on. One
way to ensure the future of those places is by making a
planned gift. A planned gift is a way for anyone to make
a significant gift during their life that will impact land
conservation on Lummi Island after their lifetime and
for generations to come.
Heritage Circle
The following individuals have included the
Heritage Trust in their estate plans. Their legacy
gifts will help us preserve land on Lummi Island
in perpetuity. We are deeply grateful.
In the spirit of a lasting legacy, we gratefully
celebrate people who have included the Trust in their
estate plans as members of our Heritage Circle.
Planned gifts are not only for people with a lot
of wealth, and can take many forms that will help you
address your personal and financial goals. For more
information about giving beyond your lifetime and the
lasting impact that a legacy gift can make, please call
Paul Davis
Bob Fodor*
Warren Jamison*
Steve Schneider
Nancy Simmerman
Mary Smith*
Glenn Voyles
*indicates deceased Heritage Circle members
6
Aiston Preserve Campaign Update
Aiston Preserve pocket beach.
Photo by Bert Sagara
The Aiston Preserve Campaign
Permanently Protect – Restore – Develop Public Access
105 acres with deep, mossy forests
4,000 feet of rocky shoreline and pocket beaches
Smugglers Cove with eelgrass beds and critical tidal habitat
Following two years of research and negotiations, the Heritage Trust purchased the Lummi Island quarry property,
which was in receivership and marketed for expanded mining and residential development. The acquisition was only
possible due to bridge loan financing from a group of generous donors. Once we raise the funds needed to finish the
acquisition, we will have the chance to re-vegetate the mined area, restore the shoreline where it is damaged, and create
a unique nature preserve with broad and permanent community benefits.
The total cost to acquire the property, restore it, and develop public access will be $2,950,000.
Grants $2,180,000
$1,340,000
raised
Private $770,000
$840,000
pending
$394,000
raised
$376,000
needed
The Heritage Trust must raise $376,000 by June 30, 2016.
Your donation today will finalize the acquisition and allow us to move forward with restoration
and start planning for public access to the Aiston Preserve.
Please make a generous donation today. Every gift matters!
7
Non-Profit Org
U.S. Postage
PAID
RETURN SERVICE REQUESTED
PO Box 158 Lummi Island, WA 98262
360-758-7997 • [email protected]
www.liht.org
BOARD OF DIRECTORS
Sam Bowman
Elizabeth Kilanowski
Judy Bush
Lynn Dee
Jennifer Dunn
Annie Franzmann
Peter Hodges
Jon Hutchings
Bob MacGilchrist
Jyl Peterson
Janine Shaw
Linda Sheek
Loch Trimingham
Lummi Is WA
PERMIT NO 7
2015 Annual Report . . .
❖
Highlights 2015
❖
Conservation by the Numbers
❖
Acknowledgements, Memorial & Honorary Gifts
❖
Aiston Preserve Campaign Update
STAFF
Rebecca Rettmer, Executive Director
Leslie Dempsey, Co-Outreach & Office
Bremyhr MacLaren Co-Outreach & Office
Wanda Cucinotta, Stewardship
*****ECWSS**R-014
POSTAL CUSTOMER
LUMMI ISLAND, WA 98262
Our Mission
Vision 2025
Lummi Island Heritage Trust
is widely recognized as a
dynamic organization that has
the expertise to preserve nature
for future generations through
land protection and community
engagement.
Photo by Elizabeth Kilanowski
To create a legacy of abundant open space,
native habitat, and natural resources on
Lummi Island by inspiring people to protect
and care for the island’s farms, forests,
wetlands, and shorelines forever.
Aiston Preserve Smugglers Cove.
Printed on recycled paper manufactured with wind power