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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 05-01-2012 , and ending 04-30-2013
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 instructions)

(802) 254-4155
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,247,521J 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 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) 53,613
2 Check bullet
3 Interest on savings and temporary cash investments 180 180 180
4 Dividends and interest from securities...... 9,948 9,948 9,948
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,158
b Gross sales price for all assets on line 6a 48,578
7 Capital gain net income (from Part IV, line 2)... 6,158
8 Net short-term capital gain......... 1,418
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 1,414,365    
12 Total. Add lines 1 through 11........ 1,484,264 16,286 11,546
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 656,713     656,713
15 Pension plans, employee benefits....... 8,873     8,873
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,946 247   4,946
c Other professional fees (attach schedule).... Click to see attachment 9,402     9,402
17 Interest............... 70,692     70,692
18 Taxes (attach schedule) (see instructions) Click to see attachment 58,502     58,502
19 Depreciation (attach schedule) and depletion... Click to see attachment 90,355    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,539     8,539
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 513,703 2,886   513,703
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,421,725 3,133   1,331,370
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,421,725 3,133   1,331,370
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 62,539
b Net investment income (if negative, enter -0-) 13,153
c Adjusted net income (if negative, enter -0-)... 11,546
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 2,000 2,000 2,000
2 Savings and temporary cash investments.......... 135,573 170,025 170,025
3 Accounts receivable bullet14,831
Less: allowance for doubtful accounts bullet   23,273 14,831 14,831
4 Pledges receivable bullet16,950
Less: allowance for doubtful accounts bullet   38,650 16,950 16,950
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........... 25,158 27,709 27,709
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)........... 252,920 Click to see attachment324,432 324,432
14 Land, buildings, and equipment: basis bullet3,540,014
Less: accumulated depreciation (attach schedule) bullet968,440 2,597,024 Click to see attachment2,571,574 2,675,574
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) 3,090,598 3,143,521 3,247,521
Liabilities 17 Accounts payable and accrued expenses.......... 100,959 96,280
18 Grants payable...................    
19 Deferred revenue.................. 9,557 36,635
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,258,399 Click to see attachment1,212,092
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 1,368,915 1,345,007
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 1,647,159 1,723,990
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).................... 1,721,683 1,798,514
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,090,598 3,143,521
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 1,721,683
2 Enter amount from Part I, line 27a..................... 2 62,539
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 14,292
4 Add lines 1, 2, and 3.......................... 4 1,798,514
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 1,798,514
Form 990-PF (2012)
Form 990-PF (2012)
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 6,158
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 instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 1,418
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))
2011      
2010      
2009      
2008      
2007      
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 2012 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.
Form 990-PF (2012)
Form 990-PF (2012)
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 1 263
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............................ 3 263
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- ..... 5 263
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 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 9 263
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 2013 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 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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 2012, 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 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 (2012)
    Form 990-PF (2012)
    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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 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 2012 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 2012.)....................
    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 2012?
    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 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 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 (2012)
    Form 990-PF (2012)
    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 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
    JOY EVERETT Secretary
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    KELLI WARRINER CFP 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
    LINDA RICE President
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    ANDY REICHSMAN Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    JOE MEYER Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    CINDY JEROME Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    THOMAS MARTYN Treasurer
    0.75     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    PAUL DEDELL Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    JILL BREHM Director
    0.50     		0    
    158 WESTERN AVE
    BRATTLEBORO,VT05301
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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     		64,768 3,043  
    22 KEEGAN LANE
    GREENFIELD,MA01301
    CYNTHIA JEROME ADMINISTRATOR
    40.00     		73,137 2,743  
    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 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 1,421,462
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
    280,439
    b
    Average of monthly cash balances.......................
    1b
    118,343
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    398,782
    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
    398,782
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    5,982
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    392,800
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    19,640
    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 2012 from Part VI, line 5......
    2a
     
    b
    Income tax for 2012. (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 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 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
    1,331,370
    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
    1,331,370
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,331,370
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$  
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012.    
    (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 instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
    0       0
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,331,370 1,332,114 1,217,923 1,032,741 4,914,148
    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 ....     		1,331,370 1,332,114 1,217,923 1,032,741 4,914,148
    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...     		13,093 11,355 11,911 7,754 44,113
    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 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 (2012)
    Form 990-PF (2012)
    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 (2012)
    Form 990-PF (2012)
    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 instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aROOM & BOARD         1,412,740
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 180  
    4 Dividends and interest from securities....     14 9,948  
    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         6,158
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aSMALL EMPLOYER HEALTH INS         1,518
    bOTHER INCOME         107
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   10,128 1,420,523
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,430,651
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1a FUNDS ARE USED EXCLUSIVELY FOR EXEMPT PURPOSES
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID: 12000229
    Software Version: 2012v2.0


    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
    2012
    Name of the 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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    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
    2
     
     

    ERIK LEO    
    50 MAPLE STREET B
       
    WINOOSKI, VT   05404

    		$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
    1
     
     

    HARRIET BUNDY TRUST    
    159 EAST MAIN STREET
       
    ROCHESTER, NY   14638

    		$17,546


    (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.)
    (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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    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) (2012)

    Additional Data


    Software ID: 12000229
    Software Version: 2012v2.0

    TY 2012 AccountingFeesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      4,946 247 0 4,946

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

    TY 2012 DepreciationSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    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
    VERMOUTH-LINDA'S COMPUTER 2013-04-09 1,228   91 7.0000 15      
    EMERSON'S - SOFA 2013-01-28 800   91 7.0000 29      
    SVT TEL-ROOM 304 CALL BEL 2012-12-26 196   91 7.0000 9      
    SVT SPRINKLER-COMPRESSOR 2012-06-18 1,285   91 7.0000 153      
    NEWTON-SHARP COLOR COPIER 2012-05-21 5,925   91 7.0000 776      
    SVT SPRINKLER - PORCH 2012-05-12 1,617   91 25.0000 65      
    TYLER-3RD FL DUCT HEAT 2013-02-14 2,270   91 10.0000 57      
    SPRINKLER HEAD REPLACEMEN 2013-02-08 4,653   91 25.0000 47      
    ROOM 304 CARPET 2012-12-26 425   91 7.0000 20      
    ROOM 304 RENOVATION 2012-12-24 12,787   91 25.0000 170      
    ACOUSTIC CEILING TILES 2012-12-12 2,382   91 25.0000 40      
    ROOM 104 RENOVATION 2012-07-30 19,495   91 25.0000 585      
    GPI RM 205 CEILING 2012-06-25 4,804   91 50.0000 80      
    DAMIAN - CARPET 2012-06-22 6,037   91 7.0000 719      
    BATHROOM INSULATION 2012-03-19 887 3 91 25.0000 35      
    BATHROOM FLOORING 2012-03-01 892 15 91 10.0000 89      
    2ND FLR ADDITION CENTRAL 2011-09-13 18,200 607 91 20.0000 910      
    STAIRWELL PAINTING 2011-08-23 1,875 179 91 7.0000 268      
    EXTERIOR PAINTING 2011-08-08 12,939 388 91 25.0000 518      
    #204 BATH & PLUMBING 2011-07-19 24,853 621 91 30.0000 828      
    EXTERIOR PAINTING 2011-07-19 1,180 126 91 7.0000 169      
    CALL BELL UPGRADE 2012-02-17 8,000 190 91 7.0000 1,143      
    PARLOR & LIBRARY CARPET 2011-12-29 7,240 345 91 7.0000 1,034      
    WIRELESS ROUTERS 2011-10-24 662 66 91 5.0000 132      
    ADMIN ASSIST COMPUTER 2011-10-04 1,320 154 91 5.0000 264      
    CARPET 2011-09-22 2,414 201 91 7.0000 345      
    VEGETABLE BANNERS 2010-08-01 2,300 575 91 7.0000 329      
    HP LCD TOUCH MONITOR 2010-06-28 357 131 91 5.0000 71      
    DELL COMPUTER 2010-06-07 746 286 91 5.0000 149      
    ELEVATOR KEY SWITCH UPGRD 2010-10-13 775 82 91 15.0000 52      
    CREATIVE WOOD - BENCH 2010-10-28 408 87 91 7.0000 58      
    DAMIAN - CARPET 2011-03-24 1,948 301 91 7.0000 278      
    DICKS LOCK - SAFE 2011-03-09 1,090 85 91 15.0000 73      
    VERMOUTH - COMPUTER 2011-02-14 1,158 290 91 5.0000 232      
    TOYOTA VAN 2011-04-11 45,430 7,031 91 7.0000 6,490      
    FLEMING- GREASE TRAP 2010-07-31 1,073 126 91 15.0000 72      
    PORTLAND GLASS STORM DOOR 2010-12-07 1,051 99 91 15.0000 70      
    CLARK - EXT PAINT 2010-12-01 4,755 1,347 91 5.0000 951      
    TYLER-REWIRE GENERATOR 2010-09-14 2,749 183 91 25.0000 110      
    TYLER-AIR DUCT HEATERS 2011-02-01 3,460 216 91 20.0000 173      
    AL TYLER-KNOB & TUBE REPL 2011-04-25 1,763 35 91 50.0000 35      
    ROOM 303 BATHROOM RENOV 2011-04-01 18,596 1,007 91 20.0000 930      
    OUTSIDE BENCH 2010-04-30 800 238 91 7.0000 114      
    MARSHALL - DRAPES 2010-04-30 2,134 635 91 7.0000 305      
    TABLES & CHAIRS 2010-04-30 3,900 1,160 91 7.0000 557      
    SVT TEL - PHONE/CALL BELL 2010-04-30 12,129 2,527 91 10.0000 1,213      
    AL TYLER - SMOKE DETECTOR 2010-03-03 1,008 145 91 15.0000 67      
    VERMOUTH - COMPUTERS 2010-02-26 1,382 621 91 5.0000 276      
    BJS - TABLES 2010-01-28 319 107 91 7.0000 46      
    EFI LIGHTING FIXTURE 2009-08-12 808 317 91 7.0000 115      
    GARAFALO - TELEVISION 2009-07-01 1,515 612 91 7.0000 216      
    OFFICE FURNITURE 2009-05-28 800 342 91 7.0000 114      
    FLEMING-HOT WATER BOILER 2008-08-15 14,446 1,807 91 30.0000 482      
    VERMOUTH - SERVER 2008-04-01 1,244 1,016 91 5.0000 228      
    KITTREDGE- STEAM TABLE 2008-01-01 1,219 177 91 30.0000 41      
    SNOW BLOWER 2007-12-31 1,050 464 91 10.0000 105      
    AL TYLER - ICE MACHINE 2007-05-21 1,909 1,364 91 7.0000 273      
    WASHER/DRYER 2007-02-06 2,482 1,862 91 7.0000 355      
    REFRIGERATOR 2005-01-27 741 361 91 15.0000 49      
    HEATING SYSTEM 1997-09-30 38,245 14,515 91 50.0000 765      
    DRIVEWAY PAVING 1997-06-03 12,185 9,687 91 25.0000 487      
    HEATING SYSTEM 1997-05-01 87,516 31,160 91 50.0000 1,750      
    2010 INSULATION PROJECT 2010-04-30 45,934 1,915 91 50.0000 919      
    2010 ADDITION PROJECT 2010-04-30 991,218 41,300 91 50.0000 19,824      
    REBUILD SEWER/WATER LINE 2009-04-20 5,444 559 91 30.0000 181      
    ROOM RENOVATION 2008-12-09 16,865 1,920 91 30.0000 562      
    EXTERIOR PAINT 2008-09-18 5,340 2,797 91 7.0000 763      
    REPOINT EXT. WALLS 2008-08-05 3,000 1,125 91 10.0000 300      
    SVT SPRINKLER - UPGRADE 2008-07-15 9,888 1,264 91 30.0000 330      
    OBRIEN DRIVEWAY PAVING 2008-06-09 21,165 5,526 91 15.0000 1,411      
    PARLOR RENOVATION 2008-05-12 12,271 1,636 91 30.0000 409      
    SCOBI - WINDOWS 2007-09-20 25,408 2,371 91 50.0000 508      
    SOLAR AWNING 2007-07-06 3,158 610 91 25.0000 126      
    ROOM 105 CEILING 2007-03-12 2,062 425 91 25.0000 82      
    ROOM 101 BATH REMODEL 2006-12-14 3,285 711 91 25.0000 131      
    ROOM 207 RENOVATION 2006-07-01 11,519 2,688 91 25.0000 461      
    FLEMING - WATER HEATER 2006-06-30 7,179 2,833 91 15.0000 479      
    HALLWAY CEILING RENOVATE 2006-06-30 21,660 5,125 91 25.0000 866      
    SECOND FLOOR RENOVATION 2006-04-30 445,657 54,221 91 50.0000 8,913      
    OBRIEN PAVING - DRIVEWAY 2005-07-18 2,990 818 91 25.0000 120      
    ARCHITECT FEES 2005-03-25 4,174 249 91 50.0000 83      
    NEW ROOF 2005-03-01 6,785 973 91 50.0000 136      
    BASEMENT CEMENT 2005-01-14 5,573 816 91 50.0000 111      
    ROOM 219 ELECTRICAL 2004-06-28 2,965 469 91 50.0000 59      
    THIRD FLOOR RENOVATIONS 2004-05-07 3,828 613 91 50.0000 77      
    REPLACEMENT WINDOWS 2004-05-01 9,904 1,584 91 50.0000 198      
    THIRD FLOOR EGRESS 2004-03-31 180,859 29,540 91 50.0000 3,617      
    ROOM 107 RENOVATION 2003-12-31 8,574 2,887 91 25.0000 343      
    REBUILD FRONT PORCH SUPP 2003-07-31 15,932 7,037 91 20.0000 797      
    DRIVEWAY SEALING 2003-07-03 1,825 1,613 91 10.0000 183      
    ADDITION TO HEATING SYSTM 2003-04-30 2,363 860 91 25.0000 95      
    BUILDING IMPROVEMENTS 2003-01-31 25,355 9,466 91 25.0000 1,014      
    BUILDING IMPROVEMENTS 2002-04-30 7,330 2,932 91 25.0000 293      
    ROOM RENOVATIONS 2002-04-30 4,195 1,885 91 25.0000 168      
    BUILDING IMPROVEMENTS 2001-12-31 443,714 95,130 91 50.0000 8,874      
    WIRING 2001-11-14 1,491 352 91 50.0000 30      
    FORCED HOT WATER HEAT 2001-04-14 61,500 15,821 91 50.0000 1,230      
    STANDING SEAM ROOF 2000-11-10 23,660 5,694 91 50.0000 473      
    GARAGE DOORS 2000-10-03 2,155 1,228 91 25.0000 86      
    ROOM RENOVATION 2000-04-30 18,649 11,266 91 20.0000 932      
    DOOR HANDLES 1999-06-07 668 431 91 20.0000 33      
    FIRE TOWER 1998-11-30 135,767 40,677 91 50.0000 2,715      
    NEW ROOF 1998-07-10 3,348 1,977 91 25.0000 134      
    ROOM RENOVATIONS 1998-04-30 18,633 14,685 91 25.0000 745      
    IMPROVEMENTS 1994-04-30 1,382 1,337 91 50.0000 28      
    IMPROVEMENTS 1993-04-30 980 969 91 50.0000 11      
    IMPROVEMENTS 1993-04-30 3,608 3,342 91 50.0000 72      
    ROOF FLASHING 1993-04-30 1,150 518 91 50.0000 23      
    IMPROVEMENTS 1991-04-30 2,267 1,087 91 50.0000 45      
    IMPROVEMENTS 1989-04-30 21,907 11,541 91 50.0000 438      
    IMPROVEMENTS 1988-04-30 6,938 4,246 91 40.0000 173      
    IMPROVEMENTS 1987-04-30 6,983 4,456 91 40.0000 175      
    IMPROVEMENTS 1986-04-30 43,713 28,962 91 40.0000 1,093      
    IMPROVEMENTS 1985-04-30 77,124 51,094 91 40.0000 1,928      
    IMPROVEMENTS 1984-04-30 2,001 1,425 91 40.0000 50      
    IMPROVEMENTS 1983-04-30 5,321 3,546 91 50.0000 106      
    BUILDING 1977-04-30 63,534 52,181 91 50.0000 1,271      

    TY 2012 InvestmentsOtherSchedule2
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 324,432 324,432

    TY 2012 LandEtcSchedule2
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 7,500   7,500 111,500
    Buildings 3,234,351 763,230 2,471,121 2,471,121
    Machinery and Equipment 228,061 167,017 61,044 61,044
    Auto./Transportation Equip. 70,102 38,193 31,909 31,909


    TY 2012 MortgagesAndNotesPayableSch 
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    Total Mortgage Amount: 1212092

    Item No. 1
    Lender's Name BRATTLEBORO SAVINGS LOAN
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan  
    Balance Due 861294
    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 144432
    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 206366
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan  
    Description of Lender Consideration  
    Consideration FMV  


    TY 2012 OtherAssetsSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    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 2012 OtherExpensesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WORKERS COMPENSATION 29,786     29,786
    VEHICLE EXPENSES 3,163     3,163
    UTILITIES 71,540     71,540
    TELEPHONE & CABLE 12,805     12,805
    SUPPLIES 15,799     15,799
    SPECIAL PURPOSE 2,191     2,191
    REPAIRS & MAINTENANCE 25,142     25,142
    OFFICE EXPENSES 8,437     8,437
    MISCELLANEOUS 16     16
    LONG TERM DISABILITY 5,186     5,186
    LAWN & GARDEN EXPENSES 7,145     7,145
    INVESTMENT FEES 2,886 2,886   2,886
    INSURANCE 27,804     27,804
    HEALTH INSURANCE 55,696     55,696
    FOOD SERVICE 231,120     231,120
    DUES AND SUBS 1,513     1,513
    BAD DEBTS 1,792     1,792
    ADVERTISING 5,449     5,449
    ACTIVITIES 6,233     6,233


    TY 2012 OtherIncomeSchedule2
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SMALL EMPLOYER HEALTH INS 1,518    
    ROOM & BOARD 1,412,740    
    OTHER INCOME 107    


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      9,402 0 0 9,402


    TY 2012 SubstantialContributorsSch
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    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 2012 TaxesSchedule
    Name:
    HOLTON HOME INC
    EIN: 03-0179416
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAXES 9,889     9,889
    PAYROLL TAXES 48,350     48,350
    ACCRUED EXCISE TAX 263     263