Nonprofit · EIN 22-3055540
FRANCIS SMALL HERITAGE TRUST INC
Tax-exempt · LIMERICK, ME 04048
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $113,385 | $61,859 | $51,526 | $2,799,705 | $0 | $2,799,705 |
| December 31, 2024 | 990 | $369,536 | $252,394 | $117,142 | $2,745,260 | $0 | $2,745,260 |
| December 31, 2023 | 990 | $485,188 | $102,969 | $382,219 | $2,624,599 | $0 | $2,624,599 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $111,232
- of which government grants
- $17,330
- Program service revenue
- $0
- Investment income
- $2,153
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,100
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,718
- Accounting fees
- $671
- Program services (functional)
- $56,906
- Management and general (functional)
- $4,301
- Fundraising (functional)
- $652
Balance sheet and other
- Total assets, start of year
- $2,745,260
- Total assets, end of year
- $2,799,705
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,799,705
- Land, buildings and equipment
- $2,668,434
- Publicly traded securities
- $40,984
- Gross receipts
- $113,385
- Employees
- 0
- Volunteers
- 60
- Year formed
- 1990
- State of legal domicile
- ME
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donna Nelson | President, Director Trustee or director, Officer | 5 | $0 |
| Peter Zack Jr | 1st Vice-President, Director Trustee or director, Officer | 12 | $0 |
| Daniel Hester | 2nd Vice-President, Director Trustee or director, Officer | 20 | $0 |
| Elizabeth Burnett | Secretary, Director Trustee or director, Officer | 5 | $0 |
| Richard Jarrett | Treasurer, Director Trustee or director, Officer | 22 | $0 |
| Sheryl Adams | Director Trustee or director | 5 | $0 |
| Nathan Burnett | Director Trustee or director | 3 | $0 |
| Scott Cecil | Director Trustee or director | 3 | $0 |
| Katharine Chaiklin | Director Trustee or director | 7 | $0 |
| Margaret Lowry | Director Trustee or director | 2 | $0 |
| Michial Russell | Director Trustee or director | 5 | $0 |
| Lyman Stuart | Director Trustee or director | 10 | $0 |
| Steve Thistlewood | Director Trustee or director | 4 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donna Nelson | President, Director Trustee or director, Officer | 3 | $0 |
| Peter Zack Jr | 1st Vice-President, Director Trustee or director, Officer | 10 | $0 |
| Daniel Hester | 2nd Vice-President, Director Trustee or director, Officer | 20 | $0 |
| Elizabeth Burnett | Secretary, Director Trustee or director, Officer | 5 | $0 |
| Richard Jarrett | Treasurer, Director Trustee or director, Officer | 22 | $0 |
| Sheryl Adams | Director Trustee or director | 2 | $0 |
| Nathan Burnett | Director Trustee or director | 3 | $0 |
| Scott Cecil | Director Trustee or director | 3 | $0 |
| Katharine Chaiklin | Director Trustee or director | 7 | $0 |
| Margaret Lowry | Director Trustee or director | 2 | $0 |
| Michial Russell | Director Trustee or director | 5 | $0 |
| Lyman Stuart | Director Trustee or director | 5 | $0 |
| Steve Thistlewood | Director Trustee or director | 4 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donna Nelson | President, Director Trustee or director, Officer | 3 | $0 |
| Peter Zack Jr | 1st Vice-President, Director Trustee or director, Officer | 8 | $0 |
| Daniel Hester | 2nd Vice-President, Director Trustee or director, Officer | 16 | $0 |
| Elizabeth Burnett | Secretary, Director Trustee or director, Officer | 5 | $0 |
| Richard Jarrett | Treasurer, Director Trustee or director, Officer | 20 | $0 |
| Katherine Chaiklin | Director Trustee or director | 7 | $0 |
| Nathan Burnett | Director Trustee or director | 3 | $0 |
| Scott Cecil | Director Trustee or director | 3 | $0 |
| John Lowry | Director Trustee or director | 2 | $0 |
| Margaret Lowry | Director Trustee or director | 2 | $0 |
| Steve Thistlewood | Director Trustee or director | 4 | $0 |
| Jamel Torres | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 414, LIMERICK, ME 04048-0414
- Principal officer (990 for 2025)
- Donna L Nelson, 11 Perkins Way, Limerick, ME 04048
- Signed the 990
- Richard Jarrett, Treasurer
- Phone
- (207) 221-0853
- Website
- www.FSHT.org
Mission
The Francis Small Heritage Trust protects wildlife habitat, watersheds, forests, and farms in southwestern Maine to support conservation, climate resilience, low-impact recreation, traditional uses, environmental education, and to honor Indigenous connections to the land.
Program accomplishments
- FSHT performed due diligence towards purchase of new properties for public use expected to close in 2026. These parcels will provide a direct connection to existing properties which guarantees connectivity for wildlife and trails. This land will be open to the public for low-impact recreation including hiking and hunting and some will be permanently protected by a project agreement with the Maine Land for Maine's Future Program and/or a permanent conservation easement. FSHT also accepted in 2025 a donated Conservation Easement on 36.5 acres in Standish Maine. No asset value for the easement is carried on the books.Expenses $26,289
- Provided stewardship, education, and outreach on approximately 3,194 acres of land in and around Limington, Limerick, Baldwin, Porter, Parsonsfield, Newfield, Waterboro, Standish, and Cornish, Maine. These properties conserve natural resources and provide for public access, enjoyment, and education. Stewardship included land taxes, and trail maintenance. The statewide recognized resource has an estimated 5,000 visitors a year, including school groups. Outreach included distributing 1,000 free hiking maps to the public, all to encourage hiking in the area. Granted $1,100 to the Town of Limington as Payment In Lieu of Taxes (PILOT). The organization also paid local property taxes of $10,501 in Limerick, Baldwin, Parsonsfield, Porter, Waterboro, and Cornish even though the organization could be technically exempted from such taxes.Expenses $22,774 · grants $1,100
- Continued our education outreach to local schools the "Sense of Place" program. Approximately 120 students were served by the program. We also worked on a "Forest Carbon Workshop" area on Sawyer Mountain where the public can measure the carbon content of the forest and can investigate ways to manage a forest for maximum carbon sequestration. Approximately twenty volunteers established the program and the forest plots are open to the public. FSHT also published a newsletter which offered directions and descriptions of our local hiking trails. This newsletter was distributed to approximately 14,000 addresses.Expenses $7,843
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3055540
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C340)
- Assets (IRS master file)
- $2,799,705
- Income (IRS master file)
- $113,385
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $113,385 | $61,859 | $2,799,705 | IRS |
| 990 | December 2024 | $369,536 | $252,394 | $2,745,260 | IRS |
| 990 | December 2023 | $485,188 | $102,969 | $2,624,599 | XML |
| 990 | December 2022 | $897,505 | $148,926 | $2,237,875 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3055540).
Questions about FRANCIS SMALL HERITAGE TRUST INC
- What is the EIN of FRANCIS SMALL HERITAGE TRUST INC?
- The employer identification number (EIN) of FRANCIS SMALL HERITAGE TRUST INC is 22-3055540.
- Is FRANCIS SMALL HERITAGE TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to FRANCIS SMALL HERITAGE TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FRANCIS SMALL HERITAGE TRUST INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FRANCIS SMALL HERITAGE TRUST INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANCIS SMALL HERITAGE TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FRANCIS SMALL HERITAGE TRUST INC?
- The 990 for the year ended December 31, 2025 names Donna L Nelson.
- Who are the officers and directors of FRANCIS SMALL HERITAGE TRUST INC?
- The 990 for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does FRANCIS SMALL HERITAGE TRUST INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $113,385, expenses of $61,859 and total assets of $2,799,705 at year end.
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