TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
KINDRED SPIRIT

Number and street (or P.O. box number if mail is not delivered to street address)2320 WEST DODGE ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CLIO, MI48420

A Employer identification number

38-3361146

B Telephone number (see instructions)

(810) 686-1710

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$2,029,333J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	7,093
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	8,340		8,340	8,340
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		3,302
b	Gross sales price for all assets on line 6a 85,222
7	Capital gain net income (from Part IV, line 2)...			3,785
8	Net short-term capital gain.........
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).......		841,517		841,517
12	Total. Add lines 1 through 11........	860,252		12,125	849,857
13	Compensation of officers, directors, trustees, etc.	125,450				125,450
14	Other employee salaries and wages......	474,306				474,306
15	Pension plans, employee benefits.......	62,617				62,617
16a	Legal fees (attach schedule).........		484			484
b	Accounting fees (attach schedule).......		6,950			6,950
c	Other professional fees (attach schedule)....		8,722	3,322		5,400
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		5,571	433		5,138
19	Depreciation (attach schedule) and depletion...		34,407
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		152,092			152,097
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	870,599		3,755		832,442
25	Contributions, gifts, grants paid.......	0				0
26	Total expenses and disbursements. Add lines 24 and 25	870,599		3,755		832,442
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-10,347
b	Net investment income (if negative, enter -0-)			8,370
c	Adjusted net income (if negative, enter -0-)...				849,857

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	83,355	140,658	140,658
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	397,645	368,680	368,675
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 1,282,478
		Less: accumulated depreciation (attach schedule) 619,054	697,831	663,424	1,520,000
	15	Other assets (describe )	1,149
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,179,980	1,172,762	2,029,333
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )	13,324	3,399
	23	Total liabilities (add lines 17 through 22).........	13,324	3,399
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	1,166,656	1,169,363
	29	Total net assets or fund balances (see instructions).....	1,166,656	1,169,363
	30	Total liabilities and net assets/fund balances (see instructions).	1,179,980	1,172,762

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,166,656

Enter amount from Part I, line 27a .....................

-10,347

Other increases not included in line 2 (itemize) bullet

13,054

Add lines 1, 2, and 3 ..........................

1,169,363

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,169,363

Form 990-PF (2020)

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
(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)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	3,785
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 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	116
c	All other domestic foundations enter 1.39% 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	116
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	116
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	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. Check here 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.......		9	116
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.KINDREDSPIRIT.ORG

The books are in care of bullet

MATTHEW NOBLE Telephone no. bullet

(810) 686-1710

Located at bullet

2320 WEST DODGE RDCLIOMI ZIP+4 bullet

48420

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2020?.............

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)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 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 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

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-)
SHAUNDA MONTAGUE	PRESIDENT/EX 40.00	64,000
2320 WEST DODGE RD CLIO,MI48420	PRESIDENT/EX 40.00	64,000
JOHN FOOSHEE	VICE PRESIDE 1.00	0
410 LORD BERKLEY ROAD RALEIGH,NC27610	VICE PRESIDE 1.00	0
JONICA INGRAM	SECRETARY 40.00	61,450
4095 BARKER DRIVE CLIO,MI48420	SECRETARY 40.00	61,450
MATTHEW NOBLE	TREASURER/PR 1.00	0
11242 BRADDOCK DRIVE CULVER CITY,CA90230	TREASURER/PR 1.00	0
JILL ROPER	DIRECTOR 1.00	0
3487 S LINDEN ROAD STE R FLINT,MI48507	DIRECTOR 1.00	0

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
NONE









Total number of other employees paid over $50,000...................

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

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	OPERATION OF A GROUP HOME FOR DISABLED ADULTS.	866,849
2


3


4

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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

338,671

Average of monthly cash balances.......................

133,413

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

472,084

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

472,084

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

7,081

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

465,003

Minimum investment return. Enter 5% of line 5..................

23,250

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

Tax on investment income for 2020 from Part VI, line 5......

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

832,442

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

832,442

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

832,442

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 (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......
d From 2018......
e From 2019......
fTotal of lines 3a through e........
4Qualifying distributions for 2020 from Part
XII, line 4: $ 832,442
a Applied to 2019, 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 2020 distributable amount.....
e Remaining amount distributed out of corpus		832,442
5 Excess distributions carryover applied to 2020.
(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		832,442
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 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....
e Excess from 2020....

Form 990-PF (2020)

Page 10

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 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total
	23,250	22,556	34,865	36,801	117,472
b 85% of line 2a .........	19,763	19,173	29,635	31,281	99,852
c Qualifying distributions from Part XII, line 4 for each year listed .....	832,442	753,038	760,478	725,774	3,071,732
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 ....	832,442	753,038	760,478	725,774	3,071,732
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......	2,029,334	2,107,549	1,864,979	1,965,211	7,967,073
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)	1,520,000	1,625,400	1,440,600	1,220,600	5,806,600
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation 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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address 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 (2020)

Page 11

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a

bApproved for future payment

Total ................................. 3b

Form 990-PF (2020)

Page 12

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	(e) Related or exempt function income (See instructions.)
aRESIDENTS SSI BENEFITS					138,832
b
c
d
e
f
gFees and contracts from government agencies					702,685
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	8,340
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			14	3,785	-483
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				12,125	841,034

13Total. Add line 12, columns (b), (d), and (e)..................

853,159

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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	SSDI-USED TO PROVIDE HOUSING SERVICES FOR RESIDENTS
1G	CO. OF GENESEE-CMH-FOR HOUSING SERVICE & TRANSPORTATION
1G	CO OF LAPEER-CMH- FOR HOUSING & FOOD

Form 990-PF (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

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) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
AUDIT AND ACCOUNTING FEES	4,550			4,550
BOOKKEEPING	2,400			2,400

- TIN:

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

TY 2020 DepreciationSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
COMPUTER	2005-01-01	2,953	2,953	200DB	5.0000
1999 FORD ECON-O-LINE VAN	2005-09-01	7,500	6,500	200DB	5.0000
FIXTURES 2005	2005-11-30	36,072	36,072	150DB	7.0000
2005 BUILDING	2005-06-15	177,880	64,217	S/L	39.0000	4,447
BUILDING - 1999	1999-01-15	11,575	6,233	S/L	39.0000	297
BUILDING - 2000	2000-01-15	116,286	59,629	S/L	39.0000	2,981
BUILDING - 2001	2001-01-15	47,975	23,076	S/L	39.0000	1,230
BUILDING - 2002	2002-01-15	33,689	15,152	S/L	39.0000	864
BUIDLING - 2003	2003-07-01	11,677	4,938	S/L	39.0000	300
BUILDING - 2004	2004-07-01	72,653	28,871	S/L	39.0000	1,863
SEWER 2001	2001-01-15	305	282	S/L	20.0000	15
SEWER 2002	2002-01-15	55,643	48,236	S/L	20.0000	2,782
SEWER 2003	2003-07-01	6,877	5,674	S/L	20.0000	344
APPLIANCES	2005-11-30	15,000	15,000	200DB	5.0000
LANDSCAPING	2006-02-14	2,573	2,345	150DB	15.0000	152
MOWER	2006-05-01	255	255	200DB	5.0000
LANDSCAPING	2006-09-05	1,878	1,712	150DB	15.0000	111
LANDSCAPING	2006-10-31	1,594	1,453	150DB	15.0000	94
LIFT SYSTEM	2006-05-05	5,177	5,177	200DB	5.0000
LIFT SYSTEM	2006-04-12	4,774	4,774	200DB	5.0000
LIFT SYSTEM	2006-07-17	5,728	5,728	200DB	5.0000
LIFT SYSTEM	2006-08-30	4,960	4,960	200DB	5.0000
LIFT SYSTEM	2006-09-14	1,337	1,337	200DB	5.0000
LIFT SYSTEM	2006-11-10	5,000	5,000	200DB	5.0000
VIDEO CAMERA	2005-12-31	1,062	1,062	200DB	5.0000
KANAWHA CRANE SCALE	2006-02-22	595	595	200DB	5.0000
DELL LAPTOP	2006-09-07	1,499	1,499	200DB	5.0000
DELL COMPUTER FOR TIME CLOCK	2006-09-21	818	818	200DB	5.0000
TIME CLOCK SOFTWARE	2006-09-21	777	777		3.0000
DRIVE & PARKING LOT	2006-08-31	25,000	22,786	150DB	15.0000	1,476
DRIVE & PARKING LOT	2006-09-14	837	763	150DB	15.0000	49
DRIVE & PARKING LOT	2006-10-04	16,500	15,039	150DB	15.0000	974
THERAPY TUB	2006-09-27	12,817	12,817	200DB	7.0000
FURNITURE	2006-02-22	4,901	4,901	200DB	7.0000
STORAGE CABINET	2006-09-13	358	358	200DB	7.0000
STEREO SYSTEM	2006-07-24	1,764	1,764	200DB	5.0000
TV VCR DVD	2006-08-18	3,309	3,309	200DB	5.0000
2006 BUILDING	2006-07-01	2,385	823	S/L	39.0000	61
DRIVEWAY	2007-07-01	8,210	6,998	150DB	15.0000	485
LANDSCAPING	2007-07-01	26,851	22,887	150DB	15.0000	1,586
LAND	2008-10-16	40,565
LIGHTING	2008-12-17	1,181	1,181	S/L	7.0000
LANDSCAPING	2008-06-20	5,140	3,941	S/L	15.0000	342
LIFT SYSTEM	2008-01-30	2,707	2,707	S/L	7.0000
LAWN EQUIPMENT	2008-05-15	4,745	4,745	S/L	7.0000
FISH TANK	2008-03-25	400	400	S/L	7.0000
HP PRINTER	2008-11-25	309	309	S/L	5.0000
LANDSCAPE LIGHTING	2009-07-06	4,986	4,986	S/L	7.0000
LANDSCAPING	2009-06-15	517	362	S/L	15.0000	34
5.47A LAND	2008-12-23	23,000
LANDSCAPE LIGHTING	2010-04-16	301	301	S/L	7.0000
LIFT SYSTEM	2010-05-10	3,414	3,414	S/L	7.0000
DISHWASHER	2011-03-10	530	530	S/L	5.0000
EQUIPMENT-MOTOR FOR PERSONAL CARE ROOM	2011-01-03	1,500	1,500	S/L	7.0000
CEDAR PERGOLA	2011-08-15	524	524	S/L	7.0000
LAPTOP FOR OFFICE	2011-01-27	1,458	1,458	S/L	5.0000
OFFICE PRINTER	2011-08-23	250	250	S/L	5.0000
FURNITURE	2011-07-06	2,808	2,808	S/L	7.0000
STORAGE CABINET	2011-07-28	190	190	S/L	7.0000
COMPUTER EQUIPMENT	2012-10-09	1,255	1,255	S/L	5.0000
COMPUTER EQUIPMENT	2012-10-25	5,154	5,154	S/L	5.0000
TELEPHONES	2012-10-25	530	530	S/L	5.0000
COMPUTER SOFTWARE	2012-10-09	299	299		3.0000
2010 DODGE CARAVAN	2012-05-22	32,000	21,025	S/L	5.0000	1,875
OFFICE FURNITURE	2013-05-30	3,471	3,223	S/L	7.0000	248
APARTMENT RENOVATION	2014-09-02	103,584	13,703	S/L	39.0000	2,590
DESK TABLE FOR OFFICE	2014-07-24	399	399	S/L	5.0000
COMPUTER	2014-03-21	376	376	S/L	5.0000
TRACK SYSTEM-2014	2014-06-12	8,723	1,240	S/L	39.0000	223
CEILING LIFT SYSTEM	2015-07-13	3,918	2,519	S/L	7.0000	559
PORTABLE THERAPY TABLE	2015-08-21	293	188	S/L	7.0000	42
PANASONIC 2 LINE PHONE	2015-10-28	147	132	S/L	5.0000	15
9.9CU FT REFRIGERATOR	2015-09-02	298	192	S/L	7.0000	42
OFFICE CHAIR	2015-08-04	212	136	S/L	7.0000	31
DISHWASHER	2016-03-18	1,147	574	S/L	7.0000	163
BUILDING ADDITIONS	2016-12-09	750	58	S/L	39.0000	20
10.6 TABLET	2016-04-18	116	81	S/L	5.0000	23
RUG/CHAIRS	2016-02-17	473	236	S/L	7.0000	68
CHRYSLER VAN	2016-04-18	27,000	13,525	S/L	5.0000	2,075
NEW DRYER	2017-02-16	1,191	931	200DB	7.0000	74
COMPUTER EQUIPMENT	2017-04-18	1,087	930	200DB	5.0000	63
COMPUTER EQUIPMENT	2017-05-19	3,231	2,766	200DB	5.0000	186
TIME CLOCK COMPUTER	2017-05-19	1,008	863	200DB	5.0000	58
FLOORING	2018-07-29	4,000	146	S/L	39.0000	100
LIFT SYSTEM	2018-08-23	6,534	6,534	S/L	7.0000
BABY GRAND PIANO	2018-07-19	3,000	3,000	S/L	7.0000
FURNITURE	2018-08-19	1,439	1,439	S/L	7.0000
FURNITURE	2018-08-19	3,381	3,381	S/L	7.0000
BUILDING	2018-11-28	218,605	6,148	S/L	39.0000	5,465
ALARM SYSTEM	2019-08-23	6,750	6,750	S/L	5.0000
FURNITURE	2019-12-07	4,075	4,075	S/L	7.0000
5 PIECE DINING SET	2019-03-19	993	993	S/L	7.0000
DOORS IN POLE BARN	2019-09-18	2,755	2,755	S/L	7.0000
FENCE	2019-03-19	2,715	2,715	150DB	15.0000

- TIN:

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

TY 2020 GainLossSaleOtherAssetsSch

Name:

KINDRED SPIRIT

EIN:

38-3361146

Name	Date Acquired	How Acquired	Date Sold	Gross Sales Price	Basis	Total (net)
ETF SERIES SOLUTIONSVIDENT CORE	2019-04	PURCHASE	2020-04	3,509	3,570	-61
PGIM HIGH YIELD	2020-04	PURCHASE	2020-07	3,500	3,123	377
PIMCO COMMODITIES PLUS STRATEGY INST	2020-01	PURCHASE	2020-07	1,122	1,511	-389
PIMCO INVMT GRADE CREDIT BD FD	2019-04	PURCHASE	2020-04	8,305	8,511	-206
STONE RIDGE HIGH YLD REINSRNCE	2020-01	PURCHASE	2020-04	2,989	3,067	-78
VANGUARD INTL EQUITY INDEX FDS	2020-01	PURCHASE	2020-07	1,805	2,045	-240
AQR LARGE CAP MULTI STYLE FD	2018-07	PURCHASE	2020-01	2,766	2,951	-185
AQR LARGE CAP MULTI STYLE FD	2018-04	PURCHASE	2020-07	547	587	-40
AQR LARGE CAP MULTI STYLE FD	2018-07	PURCHASE	2020-07	2,342	2,661	-319
EATON VANCE GLOBAL MACRO ADS RTN	2014-10	PURCHASE	2020-01	2,162	2,091	71
EATON VANCE GLOBAL MACRO ABS RTN	2014-10	PURCHASE	2020-04	8,489	8,965	-476
ETF SERIES SOLUTIONSVIDENT CORE US	2015-11	PURCHASE	2020-04	6,537	6,738	-201
FLEXSHARES IBOXX 5 YEAR TARGET	2016-07	PURCHASE	2020-04	236	229	7
FLEXSHARES IBOXX 5 YEAR TARGET	2017-01	PURCHASE	2020-04	5,770	5,544	226
ISHARES GOLD TRUST ISHARES ISIN	2018-10	PURCHASE	2020-01	1,517	1,172	345
ISHARES GOLD TRUST ISHARES ISIN	2018-10	PURCHASE	2020-04	1,997	1,483	514
ISHARES INC CORE MSCI EMERGING MKTS	2018-07	PURCHASE	2020-04	2,006	2,669	-663
PIMCO COMMODITIES PLUS STRATEGY INST	2018-07	PURCHASE	2020-07	1,167	1,764	-597
PIMCO INVMT GRADE CREDIT BD FD	2017-08	PURCHASE	2020-01	2,513	2,440	73
PIMCO INVMT GRADE CREDIT BD FD	2017-08	PURCHASE	2020-04	6,084	6,369	-285
VANGUARD SCOTTSDALE FDS INTER TERM	2017-01	PURCHASE	2020-04	9,094	8,310	784
VANGUARD SCOTTSDALE FDS INTER TERM	2018-10	PURCHASE	2020-04	6,980	6,120	860

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Name of Stock	End of Year Book Value	End of Year Fair Market Value
500 SHARES ZION OIL & GAS	5
FIDELITY INVESTMENTS MUTUAL FUNDS	368,675	368,675

- TIN:

TY 2020 LandEtcSchedule2

Name:

KINDRED SPIRIT

EIN:

38-3361146

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
	1,218,913	619,054	599,859	1,444,400
LAND	63,565		63,565	75,600

- TIN:

TY 2020 LegalFeesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	484			484

- TIN:

TY 2020 OtherAssetsSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
ADVANCES	1,149

- TIN:

TY 2020 OtherExpensesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
EXPENSES
AUTO EXPENSES	11,007	11,007
BANK SERVICE CHARGES	1,105	1,105
DUES & SUBSCRIPTIONS	3,790	3,790
EDUCATIONAL SEMINARS	965	965
EMPLOYEE MED/BACKGROUND CH	2,214	2,214
GENERAL MAINTENANCE	8,349	8,349
HOUSEHOLD EXPENSES	40,046	40,051
INSPECTIONS	6,947	6,947
LIABILITY AND AUTO INS.	16,093	16,093
PAYROLL PROCESSING FEES	1,938	1,938
POSTAGE AND DELIVERY	395	395
REPAIRS & MAINTENANCE-BLDG	13,931	13,931
REPAIRS & MAINTENANCE-EQUIP	220	220
UTILITIES	44,864	44,864
WEBSITE/DOMAIN REGISTRATION	228	228

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

KINDRED SPIRIT

EIN:

38-3361146

Description	Revenue And Expenses Per Books	Adjusted Net Income
RESIDENTS SSI BENEFITS	138,832	138,832
GENESEE CO CMH FUNDS	694,965	694,965
GCCMH FOR TRANSPORTATION	7,720	7,720

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Description	Amount
UNREALIZED GAIN ON INVESTMENT	13,054

- TIN:

TY 2020 OtherLiabilitiesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Description	Beginning of Year - Book Value	End of Year - Book Value
WAGE & BENEFIT LIABILITIES	4,469	2,597
CREDIT CARD PAYABLES	8,855	550
DUE TO RESIDENT		252

- TIN:

TY 2020 OtherProfessionalFeesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MGMT FEES	3,322	3,322
OTHER PROFESSIONAL FEES	5,400			5,400

- TIN:

TY 2020 TaxesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
EXCISE TAX	93	93
LICENSES & PERMITS	190		190
FOREIGN TAX WH	340	340
PROPERTY TAXES	4,948		4,948