Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 07-01-2011 , and ending 06-30-2012
G
Check all that apply:
Name of foundation
TRUSTEES OF THE JOHN GREENLEAF
WHITTIER HOMESTEAD

Number and street (or P.O. box number if mail is not delivered to street address)C/O MARCIA ROGERS 136 NECK ROAD   Room/suite
City or town, state, and ZIP code
WARD HILL, MA01835
A Employer identification number

04-6047193
B Telephone number (see page 10 of the instructions)

(978) 373-3979
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$998,451J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,290
2 Check bullet
3 Interest on savings and temporary cash investments 473 473  
4 Dividends and interest from securities...... 28,458 28,458  
5a Gross rents.............. 4,400 4,400  
b Net rental income or (loss) 4,400
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 5,750
b Gross sales price for all assets on line 6a 31,181
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 3,700
b Less: Cost of goods sold.... 3,050
c Gross profit or (loss) (attach schedule)..... Click to see attachment 650 650
11 Other income (attach schedule)....... Click to see attachment -206   -206
12 Total. Add lines 1 through 11........ 40,815 33,331 444
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 6,785     6,785
15 Pension plans, employee benefits....... 646     659
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,635     4,475
c Other professional fees (attach schedule).... Click to see attachment 3,705 3,705    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 571 7   35
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,952 888 2,064
20 Occupancy.............. 3,169 692   2,520
21 Travel, conferences, and meetings....... 1,573     1,573
22 Printing and publications.......... 2,476     2,476
23 Other expenses (attach schedule)....... Click to see attachment 22,730 1,784   21,219
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,242 7,076 2,064 39,742
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 49,242 7,076 2,064 39,742
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,427
b Net investment income (if negative, enter -0-) 26,255
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 18,304 6,986 6,986
2 Savings and temporary cash investments.......... 68,755 103,267 103,267
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use............... 15,824 13,149 13,149
9 Prepaid expenses and deferred charges........... 2,086 2,359 2,359
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 636,705 Click to see attachment678,203 678,203
c Investments—corporate bonds (attach schedule)........ 147,051 Click to see attachment126,250 126,250
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet160,829
Less: accumulated depreciation (attach schedule) bullet92,592 71,189 Click to see attachment68,237 68,237
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 959,914 998,451 998,451
Liabilities 17 Accounts payable and accrued expenses.......... 1,408 1,104
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 1,408 1,104
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 797,231 836,072
25 Temporarily restricted................    
26 Permanently restricted................ 161,275 161,275
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 958,506 997,347
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 959,914 998,451
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 958,506
2 Enter amount from Part I, line 27a..................... 2 -8,427
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 47,268
4 Add lines 1, 2, and 3.......................... 4 997,347
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 997,347
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 43,308 810,775 0.053416
2009 56,027 741,940 0.075514
2008 60,642 720,119 0.084211
2007 63,128 938,046 0.067297
2006 50,988 878,973 0.058009
2 Total of line 1, column (d) ...................... 2 0.338447
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.067689
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 854,339
5 Multiply line 4 by line 3....................... 5 57,829
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 263
7 Add lines 5 and 6......................... 7 58,092
8 Enter qualifying distributions from Part XII, line 4.............. 8 39,742
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 525
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 525
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 525
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 405
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 405
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 123
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.JOHNGREENLEAFWHITTIER.COM
    14
    The books are in care ofbulletMARCIA ROGERS Telephone no.bullet (978) 373-3481
    Located atbullet137 NECK ROADWARD HILLMA ZIP+4bullet01835
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOAN CRANTONClick to see attachment TRUSTEE
    1.00     		0 0 0
    25 WESTLAND TERRACE
    HAVERHILL,MA01830
    TIMOTHY J COCOClick to see attachment PRESIDENT
    1.00     		0 0 0
    189 WARD HILL AVE
    WARD HILL,MA01835
    MARCIA B ROGERSClick to see attachment TREASURER
    1.00     		0 0 0
    136 NECK ROAD
    HAVERHILL,MA01835
    RICHARD J SHEEHAN JRClick to see attachment SECRETARY
    1.00     		0 0 0
    20 ADELE AVENUE
    HAVERHILL,MA01830
    ELINOR CURTIN CAMERONClick to see attachment TRUSTEE
    1.00     		0 0 0
    95 WESTCHESTER DRIVE
    HAVERHILL,MA01830
    SHIRLEY OSGOOD BAILEYClick to see attachment TRUSTEE
    1.00     		0 0 0
    10 HALE SPRING ROAD
    PLAISTOW,NH03865
    JAMES P CLEARY IIIClick to see attachment TRUSTEE
    1.00     		0 0 0
    7 MYLES STANDISH DRIVE
    HAVERHILL,MA01835
    GLEN HAMILTONClick to see attachment TRUSTEE
    1.00     		0 0 0
    116 WHITTIER ROAD
    HAVERHILL,MA01830
    BERNARD J GALLAGHERClick to see attachment TRUSTEE
    1.00     		0 0 0
    180 WATER STREET
    HAVERHILL,MA01830
    ARTHUR H VEASEY IIIClick to see attachment V. PRESIDENT
    1.00     		0 0 0
    3 SUMMER SWEET LANE
    WEST NEWBURY,MA01985
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    785,410
    b
    Average of monthly cash balances.......................
    1b
    81,939
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    867,349
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    867,349
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    13,010
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    854,339
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    42,717
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    42,717
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    525
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    525
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    42,192
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    42,192
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    42,192
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    39,742
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    39,742
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    39,742
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 42,192
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007....... 3,046
    c From 2008....... 25,090
    d From 2009....... 19,462
    e From 2010....... 3,296
    fTotal of lines 3a through e......... 50,894
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 39,742
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 39,742
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011. 2,450 2,450
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 48,444
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		48,444
    10 Analysis of line 9:
    a Excess from 2007.... 596
    b Excess from 2008.... 25,090
    c Excess from 2009.... 19,462
    d Excess from 2010.... 3,296
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 473  
    4 Dividends and interest from securities....     14 28,458  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 4,400  
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 5,750  
    9 Net income or (loss) from special events:     6    
    10 Gross profit or (loss) from sales of inventory..         650
    11 Other revenue: aINVESTMENT IN PARTNERSHIP     14 -206  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   38,875 650
    13Total. Add line 12, columns (b), (d), and (e)..................
    1339,525
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    10 SALES OF THE WRITINGS OF JOHN GREENLEAF WHITTIER ALONG WITH OTHER PROMOTIONAL ITEMS ARE ADDITIONAL MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS CULTURAL AND EDUCATIONAL PURPOSES.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT 3,995     3,995
    PAYROLL PROCESSING FEES 640     480

    TY 2011 CompensationExplanation
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Person Name Explanation
    JOAN CRANTON  
    TIMOTHY J COCO  
    MARCIA B ROGERS  
    RICHARD J SHEEHAN JR  
    ELINOR CURTIN CAMERON  
    SHIRLEY OSGOOD BAILEY  
    JAMES P CLEARY III  
    GLEN HAMILTON  
    BERNARD J GALLAGHER  
    ARTHUR H VEASEY III  

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    TY 2011 DepreciationSchedule
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND 1950-06-30 1,375              
    BARN 1970-06-30 32,000 32,000 S/L 25.0000        
    BARN ADDITION 1990-06-30 18,800 18,800 S/L 31.5000        
    ALARM-BARN 1990-06-30 550 550 150DB 5.0000        
    BARN ADDITION 1990-06-30 1,145 1,049 S/L 40.0000 29   29  
    BARN ADDITION 1990-06-30 4,605 2,732 S/L 40.0000 115   116  
    IMPROVEMENTS 1990-06-30 2,250 2,250 S/L 20.0000        
    PORTRAIT 1990-06-30 1,700              
    RARE BOOK 1990-06-30 2,510              
    PORTRAIT 1990-06-30 500              
    FIRE ALARM 1990-06-30 1,516 1,516 150DB 5.0000        
    ALARM SYSTEM 1990-06-30 497 497 150DB 5.0000        
    IMPROVEMENTS 1990-06-30 3,678 2,507 S/L 31.5000 117   117  
    ALARM SYSTEM 1990-06-30 479 479 150DB 5.0000        
    FURNITURE & FIXTURES 1990-06-30 2,675              
    TRACTOR 1990-06-30 1,929 1,929 150DB 5.0000        
    BARN ROOF & GUTTERS 1990-06-30 4,345 2,278 S/L 40.0000 109   109  
    BARN ADDITION 1991-06-30 1,605 1,574 S/L 31.5000 31   31  
    FURNITURE & EQUIPMENT 1991-06-30 5,135     5.0000        
    HEATING SYSTEM 1991-06-30 3,261 3,261 150DB 5.0000        
    IMPROVEMENTS 1991-06-30 3,717 3,717 150DB 5.0000        
    ANTIQUE BED 1991-06-30 500 500 150DB 5.0000        
    NEW SIGN 2000-06-30 1,635 1,635 200DB 7.0000        
    NEW ROOF 2004-04-21 3,200 1,529 S/L 15.0000 213   213  
    4 DRAWER LEGAL FIRE PROOF CABINET 2005-08-15 1,886 1,594 S/L 7.0000 270   270  
    GATEWAY COMPUTER 2005-11-02 955 955 S/L 5.0000        
    MASONRY RESTORATION 2006-09-08 3,850 671 S/L 27.5000 140   140  
    ROOFING MAIN HOUSE, ADDITION & WOODSHED 2006-09-08 5,892 1,027 S/L 27.5000 214   214  
    ROOFING MAIN HOUSE, ADDITION & WOODSHED 2006-10-05 11,783 2,017 S/L 27.5000 429   429  
    MASONRY RESTORATION 2006-10-20 7,950 1,361 S/L 27.5000 289   289  
    ROOFING TWO OLDER ENTRY ROOFS 2006-10-20 2,965 508 S/L 27.5000 107   107  
    BATHROOM REMODLE 2008-06-01 24,441 2,703 S/L 27.5000 889 888    
    MARK HAYDEN PAINTING OF WHITTIER 2007-10-28 1,500              

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    TY 2011 GainLossSaleOtherAssetsSch
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    MEDCOHEALTH SOLUTIONS 1995-01 PURCHASE 2012-04   5,760       5,760  
    BELL SOUTH CORP 2008-01 PURCHASE 2012-06   25,421 25,431     -10  

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Name of Bond End of Year Book Value End of Year Fair Market Value
      126,250 126,250

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Name of Stock End of Year Book Value End of Year Fair Market Value
      678,203 678,203

    TY 2011 LandEtcSchedule2
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      159,454 92,592 66,862 66,862
      1,375   1,375 1,375


    TY 2011 OtherExpensesSchedule
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK SERVICE CHARGES 476     476
    DUES & SUBSCRIPTIONS 236     236
    INSURANCE 9,049     9,322
    MAINTENANCE 11,618 1,784   9,834
    MISCELLANEOUS EXPENSE 462     462
    OFFICE SUPPLES & EXPENSE 303     303
    TELEPHONE 586     586


    TY 2011 OtherIncomeSchedule2
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INVESTMENT IN PARTNERSHIP -206   -206


    TY 2011 OtherIncreasesSchedule
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 47,268


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEE 3,705 3,705    


    TY 2011 SalesOfInventoryList 
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193

    Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
    Cost of Goods Sold)
    BOOKS, CHINA & MISC 3,700 3,050 650

    TY 2011 TaxesSchedule
    Name:
    TRUSTEES OF THE JOHN GREENLEAF
    WHITTIER HOMESTEAD
    EIN: 04-6047193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 525      
    STATE FILING FEES 35     35
    FOREIGN TAXES 7 7    
    OTHER TAXES 4