2024-02-09T15:42:05-05:00 2023-06-30 042945563 BLINN FARRELL & COMPANY CPAS 60 BAILEY BOULEVARD HAVERHILL MA 01830 990PF 2022-07-01 046047193 TRUSTEES OF THE JOHN GREENLEAF WHITTIER HOMESTEAD TRUS 9783733979 C/O MARCIA ROGERS 136 NECK ROAD WARD HILL MA 01835 MARCIA B ROGERS TREASURER 9783733979 2024-01-27 MARCIA ROGERS 999009999 true NELSON D BLINN CPA P00280854 9783728518 2024-01-27 2022 2023-04-26 12:10:37Z X 1131019 X 13787 X 656 656 23616 23616 5067 5067 5067 23948 93022 23948 242 244 -2 -2 6554 6200 354 73626 59487 352 37134 37134 3252 3252 4200 4200 5843 4250 1593 768 768 6303 6303 22960 22960 18975 18975 99435 4250 7071 88114 500 500 99935 4250 7071 88614 -26309 55237 6954 4954 4954 37872 63001 63001 468 224 224 113 770655 797547 797547 168622 161251 161251 229512 125470 110345 104042 104042 1095029 1131019 1131019 2125 2050 689 2125 2739 X 165259 156640 927645 971640 1092904 1128280 1095029 1131019 1092904 -26309 61685 1128280 1128280 UBS P 2023-06-30 93022 69074 23948 23948 23948 768 768 768 113 987 1100 X 34 298 298 false false false false false false false true true MA true false false false false true WWW.JOHNGREENLEAFWHITTIER.COM MARCIA ROGERS 9783733481 137 NECK ROAD WARD HILL MA 01835 false false false false false false false false false false false false false false false false false false false false ARTHUR H VEASEY III 3 SUMMER SWEET LANE WEST NEWBURY MA 01985 PRESIDENT 3.00 0 0 0 JAMES P CLEARY III 7 MYLES STANDISH DRIVE HAVERHILL MA 01835 VICE PRESIDE 3.00 0 0 0 CYNTHIA D JACKSON C/O 305 WHITTIER ROAD HAVERHILL MA 01830 SECRETARY 3.00 0 0 0 MARCIA B ROGERS 136 NECK ROAD HAVERHILL MA 01835 TREASURER 3.00 0 0 0 LINDA KOUTOULAS C/O 305 WHITTIER ROAD HAVERHILL MA 01830 TRUSTEE 3.00 0 0 0 WESTERMAN DAVIS 13 ELM STREET PLAISTOW NH 03865 TRUSTEE 3.00 0 0 0 LYNDA BROWN C/O 305 WHITTIER ROAD HAVERHILL MA 01830 TRUSTEE 3.00 0 0 0 ROBYN TRETTER C/O 305 WHITTIER ROAD HAVERHILL MA 01830 TRUSTEE 3.00 0 0 0 JAMES CARBONE C/O 305 WHITTIER ROAD HAVERHILL MA 01830 TRUSTEE 3.00 0 0 0 KALEIGH PARE-SHAUGHNESSY 20 LEXINGTON AVENUE HAVERHILL MA 01835 EXECUTIVE DI 24.00 37134 0 0 NONE NONE RELATED ADMINISTRATIVE EXPENDITURE 500 N/A 934432 47680 0 982112 982112 14732 967380 48369 48369 768 768 47601 47601 47601 88614 88614 47601 14261 21900 36161 88614 47601 41013 77174 0 77174 14261 21900 41013 X FIRST CHURCH OF CHRIST 10 CHURCH STREET BRADFORD MA 01835 APPRECIATION 500 500 ADMISSION 354 14 656 14 23616 16 5067 14 6200 14 23948 -2 59487 352 59839 10 SALES OF THE WRITINGS OF JOHN GREENLEAF WHITTIER ALONG 10 WITH OTHER PROMOTIONAL ITEMS ARE ADDITIONAL MEANS BY 10 WHICH THE ORGANIZATION ACCOMPLISHES ITS CULTURAL AND 10 EDUCATIONAL PURPOSES. false false false false false false false false false false ACCOUNTING FEES 4200 4200 LAND 1950-06-30 1375 BARN 1970-06-30 32000 32000 S/L 25.0000 BARN ADDITION 1990-06-30 18800 18800 S/L 31.5000 ALARM-BARN 1990-06-30 550 550 150DB 5.0000 BARN ADDITION 1990-06-30 1145 1145 S/L 40.0000 BARN ADDITION 1990-06-30 4605 3999 S/L 40.0000 115 115 IMPROVEMENTS 1990-06-30 2250 2250 S/L 20.0000 PORTRAIT 1990-06-30 1700 RARE BOOK 1990-06-30 2510 PORTRAIT 1990-06-30 500 FIRE ALARM 1990-06-30 1516 1516 150DB 5.0000 ALARM SYSTEM 1990-06-30 497 497 150DB 5.0000 IMPROVEMENTS 1990-06-30 3678 3678 S/L 31.5000 ALARM SYSTEM 1990-06-30 479 479 150DB 5.0000 FURNITURE & FIXTURES 1990-06-30 2675 TRACTOR 1990-06-30 1929 1929 150DB 5.0000 BARN ADDITION 1991-06-30 1605 1605 S/L 31.5000 FURNITURE & EQUIPMENT 1991-06-30 5135 5.0000 IMPROVEMENTS 1991-06-30 3717 3717 150DB 5.0000 ANTIQUE BED 1991-06-30 500 500 150DB 5.0000 NEW SIGN 2000-06-30 1635 1635 200DB 7.0000 4 DRAWER LEGAL FIRE PROOF CABINET 2005-08-15 1886 1886 S/L 7.0000 GATEWAY COMPUTER 2005-11-02 955 955 S/L 5.0000 MASONRY RESTORATION 2006-09-08 3850 2211 S/L 27.5000 140 140 MASONRY RESTORATION 2006-10-20 7950 4541 S/L 27.5000 289 289 BATHROOM REMODLE 2008-06-01 24441 12480 S/L 27.5000 888 888 MARK HAYDEN PAINTING OF WHITTIER 2007-10-28 1500 SEPTIC SYSTEM UPGRADE 2013-08-23 22605 7295 S/L 27.5000 822 822 RESTORATION SIDING & CHIMNEY 2014-09-15 21840 6221 S/L 27.5000 794 794 RESTORATION SIDING & CHIMNEY 2015-05-18 18750 4830 S/L 27.5000 681 681 WINDOWS 2015-07-15 2000 509 S/L 27.5000 73 73 ROOF REPLACEMENT 2018-04-26 17750 2689 S/L 27.5000 646 646 WASHING MACHINE 2021-09-11 787 131 S/L 5.0000 158 158 FURNANCE 2021-11-11 18808 456 S/L 27.5000 684 684 100 AMP ELECTRICAL SERVICE 2022-01-23 7998 121 S/L 27.5000 291 291 FIRE ALARM SYSTEM 2021-10-06 3611 542 S/L 5.0000 722 722 CORPORATE STOCK 797547 797547 MUTUAL FUNDS FMV 38756 38756 STRUCTURED PRODUCTS FMV 65835 65835 CLOSE END FUNDS & EXCHANGE TRADED FMV 42640 42640 COLLECTIONS FMV 14020 14020 FIXED ASSETS 228137 125470 102667 102667 LAND 1375 1375 1375 EXPENSES INSURANCE 13901 13901 SUPPLIES 3007 3007 BANK SERVICE CHARGES 90 90 OFFICE 1460 1460 PAYROLL PROCESSING FEES 483 483 PENALTIES 34 34 ADMISSION 354 354 MISCELLANEOUS 6200 6200 UNREALIZED GAIN ON INVESTMENTS 61685 ACCRUED TAXES 689 INVESTMENT ADVISORY FEE 4250 4250 SPEAKING ENGAGEMENTS 1593 1593 BOOKS, CHINA & MISC 242 244 -2 FEDERAL EXCISE TAX 768 768