Form990-PF
Click to see attachment

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
2010
For calendar year 2010, or tax year beginning 05-01-2010 , and ending 04-30-2011
G
Check all that apply:
Name of foundation
HOLTON HOME INC
 

Number and street (or P.O. box number if mail is not delivered to street address)158 WESTERN AVENUE   Room/suite
City or town, state, and ZIP code
BRATTLEBORO, VT05301
A Employer identification number

03-0179416
B Telephone number (see page 10 of the instructions)

(802) 254-4155
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$2,861,500J 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) 102,590
2 Check bullet
3 Interest on savings and temporary cash investments 511 511 511
4 Dividends and interest from securities...... 5,158 5,158 5,158
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,572
b Gross sales price for all assets on line 6a 14,643
7 Capital gain net income (from Part IV, line 2)... 3,572
8 Net short-term capital gain......... 809
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,292,592    
12 Total. Add lines 1 through 11........ 1,404,423 9,241 6,478
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 600,976     600,976
15 Pension plans, employee benefits....... 7,895     7,895
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,897 245   4,897
c Other professional fees (attach schedule).... Click to see attachment 15,242     15,242
17 Interest............... 76,202     76,202
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 49,699     49,699
19 Depreciation (attach schedule) and depletion... Click to see attachment 80,285    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,595     6,595
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 456,417 1,940   456,417
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,298,208 2,185   1,217,923
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,298,208 2,185   1,217,923
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 106,215
b Net investment income (if negative, enter -0-) 7,056
c Adjusted net income (if negative, enter -0-)... 6,478
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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............... 77,352 120,795 120,795
2 Savings and temporary cash investments.......... 27,125 56,703 56,703
3 Accounts receivable bullet21,772
Less: allowance for doubtful accounts bullet   33,824 21,772 21,772
4 Pledges receivable bullet57,390
Less: allowance for doubtful accounts bullet   92,870 57,390 57,390
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...............      
9 Prepaid expenses and deferred charges........... 16,662 23,370 23,370
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 184,546 223,976 223,976
14 Land, buildings, and equipment: basis bullet3,394,648
Less: accumulated depreciation (attach schedule) bullet790,105 2,598,909 Click to see attachment2,604,543 2,341,494
15 Other assets (describe bullet)   Click to see attachment16,000 Click to see attachment16,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,031,288 3,124,549 2,861,500
Liabilities 17 Accounts payable and accrued expenses.......... 50,132 89,077
18 Grants payable...................    
19 Deferred revenue.................. 22,763 20,685
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,370,819 Click to see attachment1,308,359
22 Other liabilities (describe bullet) Click to see attachment1  
23 Total liabilities (add lines 17 through 22).......... 1,443,715 1,418,121
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 1,513,049 1,631,904
25 Temporarily restricted................    
26 Permanently restricted................ 74,524 74,524
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).................... 1,587,573 1,706,428
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,031,288 3,124,549
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 1,587,573
2 Enter amount from Part I, line 27a...................... 2 106,215
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 12,640
4 Add lines 1, 2, and 3.......................... 4 1,706,428
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 1,706,428
Form 990-PF (2010)
Form 990-PF (2010)
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.)
1 a SHORT CAP GAIN P 2010-01-01 2010-12-08
b LONG CAP GAIN P 2000-01-01 2010-12-15
c 51.423 T ROW PRICE GROWTH STOCK DISCRETION P 2000-01-01 2010-10-07
d 96.572 OAKMARK GLOBAL FUND I DISCRETION P 2000-01-01 2010-10-07
e 114.091 T ROWE PRICE HIGH YIELD ADVISOR CL P 2010-01-01 2010-05-19
1414.693 T ROWE PRICE HIGH YIELD ADVISOR CL P 2000-01-01 2010-05-19
(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 627     627
b 583     583
c 1,481   1,574 -93
d 2,000   1,984 16
e 743   561 182
9,209   6,952 2,257
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       627
b       583
c       -93
d       16
e       182
      2,257
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 3,572
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 3 809
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))
2009      
2008      
2007      
2006      
2005      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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 (2010)
Form 990-PF (2010)
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 1 141
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............................ 3 141
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- ..... 5 141
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
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  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 141
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 2011 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
 
No
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
     
    No
    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)bulletVT
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    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.HOLTONHOME.ORG
    14
    The books are in care ofbulletCINDY JEROME Telephone no.bullet (802) 254-4155
    Located atbullet158 WESTERN AVENUEBRATTLEBOROVT ZIP+4bullet05301
    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 2010, 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
     
    No
    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 (2010)
    Form 990-PF (2010)
    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
     
    No
    .........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 2010?.............
    1c
     
    No
    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 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    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
     
    No
    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 2010 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 2010.)....................
    3b
     
    No
    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 2010?
    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
     
    No
    .........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
     
    No
    Form 990-PF (2010)
    Form 990-PF (2010)
    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
    PETER D CARVELL Vice President
    0.50     		0    
    158 WESTERN AVENUE
    BRATTLEBORO,VT05301
    MARY SCOTT Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    TAMMY MORSE Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    JOY EVERETT Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    LINDA RICE Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    ELLEN SMITH Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    TIMOTHY SHAFER MD Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    DOROTHY RICE VISITING COMMIT
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    LESLIE M MOREY Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    MARION ABELL Secretary
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    KELLI CREGO President
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    THOMAS MARTYN Treasurer
    0.75     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    SUSAN LABARRE Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    KAREN R CARROLL Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    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
    LINDA HASTINGSClick to see attachment RES CARE DIRECTOR
    40.00     		60,962 2,224  
    22 KEEGAN LANE
    GREENFIELD,MA01301
    CYNTHIA JEROMEClick to see attachment ADMINISTRATOR
    40.00     		68,352 2,541  
    95 HAGUE ROAD
    DUMMERSTON,VT05301
    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 Operate an assisted living facility for the elderly 1,298,067
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    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  
    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
    192,974
    b
    Average of monthly cash balances.......................
    1b
    169,803
    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
    362,777
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    362,777
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    5,442
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    357,335
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    17,867
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
     
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
     
    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
     
    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
    1,217,923
    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
    1,217,923
    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
    1,217,923
    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 (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$  
    a Applied to 2009, 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 2010 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2010.    
    (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  
    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 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		 
    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 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    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 2010, 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) 2010 (b) 2009 (c) 2008 (d) 2007
    0       0
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,217,923 1,032,741 986,864 960,752 4,198,280
    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 ....     		1,217,923 1,032,741 986,864 960,752 4,198,280
    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...     		11,911 7,754 6,643 9,144 35,452
    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 (2010)
    Form 990-PF (2010)
    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 (2010)
    Form 990-PF (2010)
    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
    aROOM & BOARD         1,292,592
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 511  
    4 Dividends and interest from securities....     14 5,158  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory         3,572
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   5,669 1,296,164
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,301,833
    (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.)
    1a FUNDS ARE USED EXCLUSIVELY FOR EXEMPT PURPOSES
    Form 990-PF (2010)
    Form 990-PF (2010)
    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 (2010)
    Additional Data


    Software ID: 10000105
    Software Version: 2010v3.2


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    HOLTON HOME INC
     
    Employer identification number

    03-0179416
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    HOLTON HOME INC
          		Employer identification number

    03-0179416
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    2
     
     

    WILLIAM NANCY MARSHALL    
    119 HAMPTON LANE
       
    ISELIN, NJ   08830

    		$51,400




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    HARRIET BUNDY TRUST    
    159 EAST MAIN STREET
       
    ROCHESTER, NY   14638

    		$11,511




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    HOLTON HOME INC
          		Employer identification number

    03-0179416
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    HOLTON HOME INC
          		Employer identification number

    03-0179416
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID: 10000105
    Software Version: 2010v3.2

    TY 2010 AccountingFeesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      4,897 245 0 4,897

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    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
    VEGETABLE BANNERS 2010-08-01 2,300   91 7.0000 246      
    HP LCD TOUCH MONITOR 2010-06-28 357   91 5.0000 60      
    DELL COMPUTER 2010-06-07 746   91 5.0000 137      
    ELEVATOR KEY SWITCH UPGRD 2010-10-13 775   91 15.0000 30      
    CREATIVE WOOD - BENCH 2010-10-28 408   91 7.0000 29      
    DAMIAN - CARPET 2011-03-24 1,948   91 7.0000 23      
    DICKS LOCK - SAFE 2011-03-09 1,090   91 15.0000 12      
    VERMOUTH - COMPUTER 2011-02-14 1,158   91 5.0000 58      
    TOYOTA VAN 2011-04-11 45,430   91 7.0000 541      
    FLEMING- GREASE TRAP 2010-07-31 1,073   91 15.0000 54      
    PORTLAND GLASS STORM DOOR 2010-12-07 1,051   91 15.0000 29      
    CLARK - EXT PAINT 2010-12-01 4,755   91 5.0000 396      
    TYLER-REWIRE GENERATOR 2010-09-14 2,749   91 25.0000 73      
    TYLER-AIR DUCT HEATERS 2011-02-01 3,460   91 20.0000 43      
    ROOM 303 BATHROOM RENOV 2011-04-01 18,596   91 20.0000 77      
    OUTSIDE BENCH 2010-04-30 800 10 91 7.0000 114      
    MARSHALL - DRAPES 2010-04-30 2,134 25 91 7.0000 305      
    TABLES & CHAIRS 2010-04-30 3,900 46 91 7.0000 557      
    SVT TEL - PHONE/CALL BELL 2010-04-30 12,129 101 91 10.0000 1,213      
    AL TYLER - SMOKE DETECTOR 2010-03-03 1,008 11 91 15.0000 67      
    VERMOUTH - COMPUTERS 2010-02-26 1,382 69 91 5.0000 276      
    BJS - TABLES 2010-01-28 319 15 91 7.0000 46      
    EFI LIGHTING FIXTURE 2009-08-12 808 87 91 7.0000 115      
    GARAFALO - TELEVISION 2009-07-01 1,515 180 91 7.0000 216      
    OFFICE FURNITURE 2009-05-28 800 114 91 7.0000 114      
    FLEMING-HOT WATER BOILER 2008-08-15 14,446 843 91 30.0000 482      
    PARLOR DRAPES 2008-08-12 2,236 1,901 91 10.0000 224      
    VERMOUTH - SERVER 2008-04-01 1,244 518 91 5.0000 249      
    KITTREDGE- STEAM TABLE 2008-01-01 1,219 95 91 30.0000 41      
    SNOW BLOWER 2007-12-31 1,050 254 91 10.0000 105      
    COCOPLUM - DRYER 2007-09-30 376 334 91 3.0000 42      
    AL TYLER - ICE MACHINE 2007-05-21 1,909 818 91 7.0000 273      
    WASHER/DRYER 2007-02-06 2,482 1,152 91 7.0000 355      
    2004 TOYOTA VAN 2005-03-31 24,672 18,211 91 7.0000 3,525      
    REFRIGERATOR 2005-01-27 741 263 91 15.0000 49      
    CHAIRS 2005-01-07 1,240 945 91 7.0000 177      
    DISHES & SILVERWARE 2000-12-31 4,131 3,890 91 10.0000 241      
    HEATING SYSTEM 1997-09-30 38,245 12,985 91 50.0000 765      
    DRIVEWAY PAVING 1997-06-03 12,185 8,713 91 25.0000 487      
    HEATING SYSTEM 1997-05-01 87,516 27,660 91 50.0000 1,750      
    DRIVEWAY 1993-04-30 556 545 91 50.0000 11      
    2010 INSULATION PROJECT 2010-04-30 45,934 77 91 50.0000 919      
    2010 ADDITION PROJECT 2010-04-30 991,218 1,652 91 50.0000 19,824      
    REBUILD SEWER/WATER LINE 2009-04-20 5,444 197 91 30.0000 181      
    ROOM RENOVATION 2008-12-09 16,865 796 91 30.0000 562      
    EXTERIOR PAINT 2008-09-18 5,340 1,271 91 7.0000 763      
    REPOINT EXT. WALLS 2008-08-05 3,000 525 91 10.0000 300      
    SVT SPRINKLER - UPGRADE 2008-07-15 9,888 604 91 30.0000 330      
    OBRIEN DRIVEWAY PAVING 2008-06-09 21,165 2,704 91 15.0000 1,411      
    PARLOR RENOVATION 2008-05-12 12,271 818 91 30.0000 409      
    SCOBI - WINDOWS 2007-09-20 25,408 1,355 91 50.0000 508      
    SOLAR AWNING 2007-07-06 3,158 358 91 25.0000 126      
    ROOM 105 CEILING 2007-03-12 2,062 261 91 25.0000 82      
    ROOM 101 BATH REMODEL 2006-12-14 3,285 449 91 25.0000 131      
    ROOM 207 RENOVATION 2006-07-01 11,519 1,766 91 25.0000 461      
    FLEMING - WATER HEATER 2006-06-30 7,179 1,875 91 15.0000 479      
    HALLWAY CEILING RENOVATE 2006-06-30 21,660 3,393 91 25.0000 866      
    SECOND FLOOR RENOVATION 2006-04-30 445,657 36,395 91 50.0000 8,913      
    OBRIEN PAVING - DRIVEWAY 2005-07-18 2,990 578 91 25.0000 120      
    ARCHITECT FEES 2005-03-25 4,174 83 91 50.0000 83      
    NEW ROOF 2005-03-01 6,785 701 91 50.0000 136      
    BASEMENT CEMENT 2005-01-14 5,573 594 91 50.0000 111      
    ROOM 219 ELECTRICAL 2004-06-28 2,965 351 91 50.0000 59      
    THIRD FLOOR RENOVATIONS 2004-05-07 3,828 459 91 50.0000 77      
    REPLACEMENT WINDOWS 2004-05-01 9,904 1,188 91 50.0000 198      
    THIRD FLOOR EGRESS 2004-03-31 180,859 22,306 91 50.0000 3,617      
    ROOM 107 RENOVATION 2003-12-31 8,574 2,201 91 25.0000 343      
    REBUILD FRONT PORCH SUPP 2003-07-31 15,932 5,443 91 20.0000 797      
    DRIVEWAY SEALING 2003-07-03 1,825 1,247 91 10.0000 183      
    ADDITION TO HEATING SYSTM 2003-04-30 2,363 670 91 25.0000 95      
    BUILDING IMPROVEMENTS 2003-01-31 25,355 7,438 91 25.0000 1,014      
    BUILDING IMPROVEMENTS 2002-04-30 7,330 2,346 91 25.0000 293      
    ROOM RENOVATIONS 2002-04-30 4,195 1,549 91 25.0000 168      
    BUILDING IMPROVEMENTS 2001-12-31 443,714 77,382 91 50.0000 8,874      
    WIRING 2001-11-14 1,491 292 91 50.0000 30      
    ROOM RENOVATIONS 2001-04-30 21,496 19,718 91 10.0000 1,778      
    FORCED HOT WATER HEAT 2001-04-14 61,500 13,361 91 50.0000 1,230      
    ROOM RENOVATIONS 2000-12-31 5,392 5,078 91 10.0000 314      
    STANDING SEAM ROOF 2000-11-10 23,660 4,748 91 50.0000 473      
    GARAGE DOORS 2000-10-03 2,155 1,056 91 25.0000 86      
    PAINTING 2000-09-17 7,800 7,635 91 10.0000 165      
    ROOM RENOVATION 2000-04-30 18,649 9,402 91 20.0000 932      
    DOOR HANDLES 1999-06-07 668 365 91 20.0000 33      
    FIRE TOWER 1998-11-30 135,767 35,247 91 50.0000 2,715      
    NEW ROOF 1998-07-10 3,348 1,709 91 25.0000 134      
    ROOM RENOVATIONS 1998-04-30 18,633 13,195 91 25.0000 745      
    ROOM IMPROVEMENTS 1995-04-30 3,398 3,258 91 20.0000 140      
    IMPROVEMENTS 1994-04-30 1,382 1,281 91 50.0000 28      
    IMPROVEMENTS 1993-04-30 980 929 91 50.0000 20      
    ELEVATOR 1993-04-30 2,409 2,358 91 50.0000 48      
    IMPROVEMENTS 1993-04-30 3,608 3,198 91 50.0000 72      
    ROOF FLASHING 1993-04-30 1,150 472 91 50.0000 23      
    IMPROVEMENTS 1991-04-30 2,267 997 91 50.0000 45      
    IMPROVEMENTS 1989-04-30 21,907 10,665 91 50.0000 438      
    IMPROVEMENTS 1988-04-30 6,938 3,900 91 40.0000 173      
    IMPROVEMENTS 1987-04-30 6,983 4,106 91 40.0000 175      
    IMPROVEMENTS 1986-04-30 43,713 26,776 91 40.0000 1,093      
    IMPROVEMENTS 1985-04-30 77,124 47,238 91 40.0000 1,928      
    IMPROVEMENTS 1984-04-30 2,001 1,325 91 40.0000 50      
    IMPROVEMENTS 1983-04-30 5,321 3,334 91 50.0000 106      
    BUILDING 1977-04-30 63,534 49,639 91 50.0000 1,271      

    TY 2010 EmployeeCompensationExpln
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Employee Explanation
    LINDA HASTINGS  
    CYNTHIA JEROME  

    TY 2010 LandEtcSchedule2
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 7,500   7,500 111,500
    Buildings 3,119,672 617,578 2,502,094 2,135,000
    Machinery and Equipment 197,374 150,250 47,124 47,169
    Auto./Transportation Equip. 70,102 22,277 47,825 47,825


    TY 2010 MortgagesAndNotesPayableSch 
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Total Mortgage Amount: 1308359


    TY 2010 OtherAssetsSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Deposits   16,000 16,000


    TY 2010 OtherExpensesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WORKERS COMPENSATION 18,736     18,736
    VEHICLE EXPENSES 1,012     1,012
    UTILITIES 52,777     52,777
    TELEPHONE & CABLE 12,361     12,361
    SUPPLIES 16,241     16,241
    SPECIAL PURPOSE 1,619     1,619
    REPAIRS & MAINTENANCE 26,174     26,174
    OFFICE EXPENSES 6,786     6,786
    MISCELLANEOUS 1,308     1,308
    LONG TERM DISABILITY 4,119     4,119
    LAWN & GARDEN EXPENSES 5,206     5,206
    INVESTMENT FEES 1,940 1,940   1,940
    INSURANCE 35,409     35,409
    HEALTH INSURANCE 48,879     48,879
    FOOD SERVICE 213,541     213,541
    DUES AND SUBS 1,089     1,089
    ADVERTISING 5,769     5,769
    ACTIVITIES 3,451     3,451


    TY 2010 OtherIncomeSchedule2
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROOM & BOARD 1,292,592    


    TY 2010 OtherIncreasesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 12,640


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      15,242 0 0 15,242


    TY 2010 SubstantialContributorsSch
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Name Address
    THOMAS THOMPSON TRUST 160 FEDERAL ST 13TH FLOOR
    BOSTON,MA02116
    MARY ROLAND SCOTT 300 SUMMIT ROAD
    KEENE,NH03431
    WILLIAM NANCY MARSHALL 119 HAMPTON LANE
    ISELIN,NJ08830
    HARRIET BUNDY TRUST 159 EAST MAIN STREET
    ROCHESTER,NY14638


    TY 2010 TaxesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:10000105
    Software Version:2010v3.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRIOR YEAR EXCISE TAX 161     161
    PAYROLL TAXES 49,397     49,397
    ACCRUED EXCISE TAX 141     141