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
2011
For calendar year 2011, or tax year beginning 05-01-2011 , and ending 04-30-2012
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$2,838,223J 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) 58,889
2 Check bullet
3 Interest on savings and temporary cash investments 264 264 264
4 Dividends and interest from securities...... 6,952 6,952 6,952
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 916
b Gross sales price for all assets on line 6a 56,352
7 Capital gain net income (from Part IV, line 2)... 916
8 Net short-term capital gain......... 87
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 1,376,955    
12 Total. Add lines 1 through 11........ 1,443,976 8,132 7,303
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 647,602     647,602
15 Pension plans, employee benefits....... 8,682     8,682
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,048 252   5,048
c Other professional fees (attach schedule).... Click to see attachment 16,728     16,728
17 Interest............... 73,689     73,689
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 55,455     55,455
19 Depreciation (attach schedule) and depletion... Click to see attachment 87,980    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,699     5,699
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 519,211 2,297   519,211
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,420,094 2,549   1,332,114
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,420,094 2,549   1,332,114
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,882
b Net investment income (if negative, enter -0-) 5,583
c Adjusted net income (if negative, enter -0-)... 7,303
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............... 120,795 2,000 2,000
2 Savings and temporary cash investments.......... 56,703 135,573 135,573
3 Accounts receivable bullet23,273
Less: allowance for doubtful accounts bullet   21,772 23,273 23,273
4 Pledges receivable bullet38,650
Less: allowance for doubtful accounts bullet   57,390 38,650 38,650
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........... 23,370 25,158 25,158
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)........... 223,976 Click to see attachment252,920 252,920
14 Land, buildings, and equipment: basis bullet3,475,109
Less: accumulated depreciation (attach schedule) bullet878,085 2,604,543 Click to see attachment2,597,024 2,344,649
15 Other assets (describe bullet) Click to see attachment16,000 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) 3,124,549 3,090,598 2,838,223
Liabilities 17 Accounts payable and accrued expenses.......... 89,077 100,959
18 Grants payable...................    
19 Deferred revenue.................. 20,685 9,557
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,308,359 Click to see attachment1,258,399
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 1,418,121 1,368,915
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 1,631,904 1,647,159
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).................... 1,706,428 1,721,683
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,124,549 3,090,598
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 1,706,428
2 Enter amount from Part I, line 27a..................... 2 23,882
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,730,310
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 8,627
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,721,683
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 2 916
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 87
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      
2009      
2008      
2007      
2006      
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 2011 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 (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 1 112
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............................ 3 112
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- ..... 5 112
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 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 9 112
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 taxBullet   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 2011 or the taxable year beginning in 2011 (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 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
     
    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 (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
     
    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 2011?.............
    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 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
     
    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 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
     
    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 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
     
    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 (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
    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 Secretary
    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
    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
    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 HASTINGS RES CARE DIRECTOR
    40.00     		62,578 3,043  
    22 KEEGAN LANE
    GREENFIELD,MA01301
    CYNTHIA JEROME ADMINISTRATOR
    40.00     		70,462 2,642  
    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 1,419,982
    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  
    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
    232,888
    b
    Average of monthly cash balances.......................
    1b
    112,956
    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
    345,844
    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
    345,844
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    5,188
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    340,656
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    17,033
    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 2011 from Part VI, line 5......
    2a
     
    b
    Income tax for 2011. (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
    1,332,114
    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
    1,332,114
    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
    1,332,114
    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  
    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.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$  
    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.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011.    
    (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 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 ..........     		 
    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 ......     		 
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    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
    0       0
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,332,114 1,217,923 1,032,741 986,864 4,569,642
    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 ....     		1,332,114 1,217,923 1,032,741 986,864 4,569,642
    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...     		11,355 11,911 7,754 6,643 37,663
    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
    aROOM & BOARD         1,375,378
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 264  
    4 Dividends and interest from securities....     14 6,952  
    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         916
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aSMALL EMPLOYER HEALTH INS         1,577
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   7,216 1,377,871
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,385,087
    (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 (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


    Software ID: 11000144
    Software Version: 2011v1.2


    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
    2011
    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 on line H of its
    Form 990-EZ or on Part I, 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) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    HOLTON HOME INC
          		Employer identification number

    03-0179416
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    GORDON WILSON    
    158 WESTERN AVENUE
       
    BRATTLEBORO, VT   05301

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    MARY DAUPHINAIS    
    158 WESTERN AVENUE
       
    BRATTLEBORO, VT   05301

    		$8,000




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

    HARRIET BUNDY TRUST    
    159 EAST MAIN STREET
       
    ROCHESTER, NY   14638

    		$12,582




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    HOLTON HOME INC
          		Employer identification number

    03-0179416
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (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) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    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
    that total 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 $  
    Use duplicate copies of Part III if additional space is needed
    (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) (2011)

    Additional Data


    Software ID: 11000144
    Software Version: 2011v1.2

    TY 2011 AccountingFeesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      5,048 252 0 5,048

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

    TY 2011 DepreciationSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    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
    BATHROOM INSULATION 2012-03-19 887   91 25.0000 3      
    BATHROOM FLOORING 2012-03-01 892   91 10.0000 15      
    2ND FLR ADDITION CENTRAL 2011-09-13 18,200   91 20.0000 607      
    STAIRWELL PAINTING 2011-08-23 1,875   91 7.0000 179      
    EXTERIOR PAINTING 2011-08-08 12,939   91 25.0000 388      
    #204 BATH & PLUMBING 2011-07-19 24,853   91 30.0000 621      
    EXTERIOR PAINTING 2011-07-19 1,180   91 7.0000 126      
    CALL BELL UPGRADE 2012-02-17 8,000   91 7.0000 190      
    PARLOR & LIBRARY CARPET 2011-12-29 7,240   91 7.0000 345      
    WIRELESS ROUTERS 2011-10-24 662   91 5.0000 66      
    ADMIN ASSIST COMPUTER 2011-10-04 1,320   91 5.0000 154      
    CARPET 2011-09-22 2,414   91 7.0000 201      
    VEGETABLE BANNERS 2010-08-01 2,300 246 91 7.0000 329      
    HP LCD TOUCH MONITOR 2010-06-28 357 60 91 5.0000 71      
    DELL COMPUTER 2010-06-07 746 137 91 5.0000 149      
    ELEVATOR KEY SWITCH UPGRD 2010-10-13 775 30 91 15.0000 52      
    CREATIVE WOOD - BENCH 2010-10-28 408 29 91 7.0000 58      
    DAMIAN - CARPET 2011-03-24 1,948 23 91 7.0000 278      
    DICKS LOCK - SAFE 2011-03-09 1,090 12 91 15.0000 73      
    VERMOUTH - COMPUTER 2011-02-14 1,158 58 91 5.0000 232      
    TOYOTA VAN 2011-04-11 45,430 541 91 7.0000 6,490      
    FLEMING- GREASE TRAP 2010-07-31 1,073 54 91 15.0000 72      
    PORTLAND GLASS STORM DOOR 2010-12-07 1,051 29 91 15.0000 70      
    CLARK - EXT PAINT 2010-12-01 4,755 396 91 5.0000 951      
    TYLER-REWIRE GENERATOR 2010-09-14 2,749 73 91 25.0000 110      
    TYLER-AIR DUCT HEATERS 2011-02-01 3,460 43 91 20.0000 173      
    AL TYLER-KNOB & TUBE REPL 2011-04-25 1,763   91 50.0000 35      
    ROOM 303 BATHROOM RENOV 2011-04-01 18,596 77 91 20.0000 930      
    OUTSIDE BENCH 2010-04-30 800 124 91 7.0000 114      
    MARSHALL - DRAPES 2010-04-30 2,134 330 91 7.0000 305      
    TABLES & CHAIRS 2010-04-30 3,900 603 91 7.0000 557      
    SVT TEL - PHONE/CALL BELL 2010-04-30 12,129 1,314 91 10.0000 1,213      
    AL TYLER - SMOKE DETECTOR 2010-03-03 1,008 78 91 15.0000 67      
    VERMOUTH - COMPUTERS 2010-02-26 1,382 345 91 5.0000 276      
    BJS - TABLES 2010-01-28 319 61 91 7.0000 46      
    EFI LIGHTING FIXTURE 2009-08-12 808 202 91 7.0000 115      
    GARAFALO - TELEVISION 2009-07-01 1,515 396 91 7.0000 216      
    OFFICE FURNITURE 2009-05-28 800 228 91 7.0000 114      
    FLEMING-HOT WATER BOILER 2008-08-15 14,446 1,325 91 30.0000 482      
    PARLOR DRAPES 2008-08-12 2,236 2,125 91 10.0000 111      
    VERMOUTH - SERVER 2008-04-01 1,244 767 91 5.0000 249      
    KITTREDGE- STEAM TABLE 2008-01-01 1,219 136 91 30.0000 41      
    SNOW BLOWER 2007-12-31 1,050 359 91 10.0000 105      
    AL TYLER - ICE MACHINE 2007-05-21 1,909 1,091 91 7.0000 273      
    WASHER/DRYER 2007-02-06 2,482 1,507 91 7.0000 355      
    2004 TOYOTA VAN 2005-03-31 24,672 21,736 91 7.0000 2,936      
    REFRIGERATOR 2005-01-27 741 312 91 15.0000 49      
    CHAIRS 2005-01-07 1,240 1,122 91 7.0000 118      
    HEATING SYSTEM 1997-09-30 38,245 13,750 91 50.0000 765      
    DRIVEWAY PAVING 1997-06-03 12,185 9,200 91 25.0000 487      
    HEATING SYSTEM 1997-05-01 87,516 29,410 91 50.0000 1,750      
    2010 INSULATION PROJECT 2010-04-30 45,934 996 91 50.0000 919      
    2010 ADDITION PROJECT 2010-04-30 991,218 21,476 91 50.0000 19,824      
    REBUILD SEWER/WATER LINE 2009-04-20 5,444 378 91 30.0000 181      
    ROOM RENOVATION 2008-12-09 16,865 1,358 91 30.0000 562      
    EXTERIOR PAINT 2008-09-18 5,340 2,034 91 7.0000 763      
    REPOINT EXT. WALLS 2008-08-05 3,000 825 91 10.0000 300      
    SVT SPRINKLER - UPGRADE 2008-07-15 9,888 934 91 30.0000 330      
    OBRIEN DRIVEWAY PAVING 2008-06-09 21,165 4,115 91 15.0000 1,411      
    PARLOR RENOVATION 2008-05-12 12,271 1,227 91 30.0000 409      
    SCOBI - WINDOWS 2007-09-20 25,408 1,863 91 50.0000 508      
    SOLAR AWNING 2007-07-06 3,158 484 91 25.0000 126      
    ROOM 105 CEILING 2007-03-12 2,062 343 91 25.0000 82      
    ROOM 101 BATH REMODEL 2006-12-14 3,285 580 91 25.0000 131      
    ROOM 207 RENOVATION 2006-07-01 11,519 2,227 91 25.0000 461      
    FLEMING - WATER HEATER 2006-06-30 7,179 2,354 91 15.0000 479      
    HALLWAY CEILING RENOVATE 2006-06-30 21,660 4,259 91 25.0000 866      
    SECOND FLOOR RENOVATION 2006-04-30 445,657 45,308 91 50.0000 8,913      
    OBRIEN PAVING - DRIVEWAY 2005-07-18 2,990 698 91 25.0000 120      
    ARCHITECT FEES 2005-03-25 4,174 166 91 50.0000 83      
    NEW ROOF 2005-03-01 6,785 837 91 50.0000 136      
    BASEMENT CEMENT 2005-01-14 5,573 705 91 50.0000 111      
    ROOM 219 ELECTRICAL 2004-06-28 2,965 410 91 50.0000 59      
    THIRD FLOOR RENOVATIONS 2004-05-07 3,828 536 91 50.0000 77      
    REPLACEMENT WINDOWS 2004-05-01 9,904 1,386 91 50.0000 198      
    THIRD FLOOR EGRESS 2004-03-31 180,859 25,923 91 50.0000 3,617      
    ROOM 107 RENOVATION 2003-12-31 8,574 2,544 91 25.0000 343      
    REBUILD FRONT PORCH SUPP 2003-07-31 15,932 6,240 91 20.0000 797      
    DRIVEWAY SEALING 2003-07-03 1,825 1,430 91 10.0000 183      
    ADDITION TO HEATING SYSTM 2003-04-30 2,363 765 91 25.0000 95      
    BUILDING IMPROVEMENTS 2003-01-31 25,355 8,452 91 25.0000 1,014      
    BUILDING IMPROVEMENTS 2002-04-30 7,330 2,639 91 25.0000 293      
    ROOM RENOVATIONS 2002-04-30 4,195 1,717 91 25.0000 168      
    BUILDING IMPROVEMENTS 2001-12-31 443,714 86,256 91 50.0000 8,874      
    WIRING 2001-11-14 1,491 322 91 50.0000 30      
    FORCED HOT WATER HEAT 2001-04-14 61,500 14,591 91 50.0000 1,230      
    STANDING SEAM ROOF 2000-11-10 23,660 5,221 91 50.0000 473      
    GARAGE DOORS 2000-10-03 2,155 1,142 91 25.0000 86      
    OTHER BLDG IMPROVEMENTS 2000-04-30 1,834 1,802 91 20.0000 32      
    ROOM RENOVATION 2000-04-30 18,649 10,334 91 20.0000 932      
    DOOR HANDLES 1999-06-07 668 398 91 20.0000 33      
    FIRE TOWER 1998-11-30 135,767 37,962 91 50.0000 2,715      
    NEW ROOF 1998-07-10 3,348 1,843 91 25.0000 134      
    ROOM RENOVATIONS 1998-04-30 18,633 13,940 91 25.0000 745      
    IMPROVEMENTS 1994-04-30 1,382 1,309 91 50.0000 28      
    IMPROVEMENTS 1993-04-30 980 949 91 50.0000 20      
    ELEVATOR 1993-04-30 2,409 2,406 91 50.0000 3      
    IMPROVEMENTS 1993-04-30 3,608 3,270 91 50.0000 72      
    ROOF FLASHING 1993-04-30 1,150 495 91 50.0000 23      
    IMPROVEMENTS 1991-04-30 2,267 1,042 91 50.0000 45      
    IMPROVEMENTS 1989-04-30 21,907 11,103 91 50.0000 438      
    IMPROVEMENTS 1988-04-30 6,938 4,073 91 40.0000 173      
    IMPROVEMENTS 1987-04-30 6,983 4,281 91 40.0000 175      
    IMPROVEMENTS 1986-04-30 43,713 27,869 91 40.0000 1,093      
    IMPROVEMENTS 1985-04-30 77,124 49,166 91 40.0000 1,928      
    IMPROVEMENTS 1984-04-30 2,001 1,375 91 40.0000 50      
    IMPROVEMENTS 1983-04-30 5,321 3,440 91 50.0000 106      
    BUILDING 1977-04-30 63,534 50,910 91 50.0000 1,271      

    TY 2011 InvestmentsOtherSchedule2
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CASH EQUIVALENTS FMV    
    MUTUAL FUNDS FMV 252,920 252,920

    TY 2011 LandEtcSchedule2
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 7,500   7,500 111,500
    Buildings 3,180,498 689,128 2,491,370 2,135,000
    Machinery and Equipment 217,009 157,254 59,755 59,756
    Auto./Transportation Equip. 70,102 31,703 38,399 38,393


    TY 2011 MortgagesAndNotesPayableSch 
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    Total Mortgage Amount: 1258399

    Item No. 1
    Lender's Name BRATTLEBORO SAVINGS LOAN
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan  
    Balance Due 891131
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan  
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 2
    Lender's Name BRATTLEBORO SAVINGS LOAN
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan  
    Balance Due 153604
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan  
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 3
    Lender's Name BRATTLEBORO SAVINGS LOAN
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan  
    Balance Due 213664
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan  
    Description of Lender Consideration  
    Consideration FMV  


    TY 2011 OtherAssetsSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Deposits 16,000 16,000 16,000


    TY 2011 OtherDecreasesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 8,627


    TY 2011 OtherExpensesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WORKERS COMPENSATION 27,881     27,881
    VEHICLE EXPENSES 3,967     3,967
    UTILITIES 67,153     67,153
    TELEPHONE & CABLE 12,662     12,662
    SUPPLIES 13,313     13,313
    SPECIAL PURPOSE 989     989
    REPAIRS & MAINTENANCE 26,279     26,279
    OFFICE EXPENSES 9,598     9,598
    MISCELLANEOUS 18     18
    LONG TERM DISABILITY 4,175     4,175
    LAWN & GARDEN EXPENSES 6,978     6,978
    INVESTMENT FEES 2,297 2,297   2,297
    INSURANCE 31,876     31,876
    HEALTH INSURANCE 63,438     63,438
    FOOD SERVICE 235,119     235,119
    DUES AND SUBS 1,259     1,259
    ADVERTISING 4,574     4,574
    ACTIVITIES 7,635     7,635


    TY 2011 OtherIncomeSchedule2
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SMALL EMPLOYER HEALTH INS 1,577    
    ROOM & BOARD 1,375,378    


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      16,728 0 0 16,728


    TY 2011 SubstantialContributorsSch
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    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,NY04638


    TY 2011 TaxesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAXES 7,507     7,507
    PAYROLL TAXES 47,836     47,836
    ACCRUED EXCISE TAX 112     112