TY 2024 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.
right arrow

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

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

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 right arrow

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............. right arrow

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

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

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 ....... right arrow

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

$1,026,475J 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)	2,791
2	Check .............
3	Interest on savings and temporary cash investments	14,608		14,608	14,608
4	Dividends and interest from securities...	8,195		8,195	8,195
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10	List of Attached Documents: // Content	8,244
b	Gross sales price for all assets on line 6a 181,123
7	Capital gain net income (from Part IV, line 2)...			1,242
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).......	List of Attached Documents: // Content	1,218,850		1,218,850
12	Total. Add lines 1 through 11........	1,252,688		24,045	1,241,653
13	Compensation of officers, directors, trustees, etc.	64,000
14	Other employee salaries and wages......	665,035				665,035
15	Pension plans, employee benefits.......	79,511				79,511
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	8,985			8,985
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	7,761	5,513		2,248
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	6,261	269		5,992
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	28,458
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	193,400			193,400
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,053,411		5,782		955,171
25	Contributions, gifts, grants paid.......	48,000				48,000
26	Total expenses and disbursements. Add lines 24 and 25	1,101,411		5,782		1,003,171
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	151,277
b	Net investment income (if negative, enter -0-)			18,263
c	Adjusted net income (if negative, enter -0-)...				1,241,653

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

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.........	412,255	583,512	583,512
	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).......	397,534	List of Attached Documents: // Content 442,968	442,963
	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 1,298,620
		Less: accumulated depreciation (attach schedule) 746,010	577,045	List of Attached Documents: // Content 552,610
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,386,834	1,579,090	1,026,475
	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 )	List of Attached Documents: // Content 3,251	List of Attached Documents: // Content 3,209
	23	Total liabilities (add lines 17 through 22).........	3,251	3,209
		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	1,383,583	1,575,881
	29	Total net assets or fund balances (see instructions).....	1,383,583	1,575,881
	30	Total liabilities and net assets/fund balances (see instructions).	1,386,834	1,579,090

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

1,383,583

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

151,277

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

41,021

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

1,575,881

Decreases not included in line 2 (itemize) right arrow

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

1,575,881

Form 990-PF (2024)

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	1,242
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

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)	1	254
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	254
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	254
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	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	254
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 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-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. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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 XIV..................................

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Yes

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

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

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 right arrow

WWW.KINDREDSPIRIT.ORG

The books are in care of right arrow

MATTHEW NOBLE Telephone no. right arrow

(810) 686-1710

Located at right arrow

2320 WEST DODGE RDCLIOMI ZIP+4 right arrow

48420

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

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

16 At any time during calendar year 2024, 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 right arrow

Form 990-PF (2024)

Page 5

Part VI-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? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

1a(5)

(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.) ...............

1a(6)

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 ........ right arrow

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 2024? .............

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 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

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

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-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))? ..........

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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 ......... right arrow

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).

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

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

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?

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

Part VII

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-)
JOHN FOOSHEE	VICE PRES / 000.00	0
410 LORD BERKLEY ROAD RALEIGH,NC27610	VICE PRES / 000.00	0
MATTHEW NOBLE	PRESIDENT/EX 000.00	64,000
3013 EDEN HARBOR COURT RALEIGH,NC27613	PRESIDENT/EX 000.00	64,000
CHRIS WANDOR	SECRETARY/DI 000.00	0
3204 WATKINS GLEN COURT RALEIGH,NC27613	SECRETARY/DI 000.00	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 (2024)

Page 7

Part VII

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............. right arrow

Part VIII-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.	1,047,629
2


3


4

Part VIII-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......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

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

426,823

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

545,826

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

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

972,649

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

972,649

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

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

14,590

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

958,059

Minimum investment return. Enter 5% (0.05) of line 5................

47,903

Part X

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 IX, line 6..................

Tax on investment income for 2024 from Part V, line 5 .......

Income tax for 2024. (This does not include the tax from Part V.) ...

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 XII, line 1 ...

Part XI

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 ..........

1,003,171

Program-related investments—total from Part VIII-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 XII, line 4. .......

1,003,171

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 1,003,171
a Applied to 2023, 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 2024 distributable amount.....
e Remaining amount distributed out of corpus		1,003,171
5 Excess distributions carryover applied to 2024.
(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		1,003,171
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........
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 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total
	47,903	36,024	28,320	26,712	138,959
b 85% (0.85) of line 2a .........	40,718	30,620	24,072	22,705	118,115
c Qualifying distributions from Part XI, line 4 for each year listed .....	1,003,171	1,048,470	998,470	868,510	3,918,621
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 ....	1,003,171	1,048,470	998,470	868,510	3,918,621
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......	2,936,474	2,554,949	2,303,759	2,263,041	10,058,223
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)	1,910,000	1,745,000	1,685,000	1,705,000	7,045,000
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, 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 XIV

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 right arrow

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 (2024)

Page 11

Part XIV

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
VANGUARD CHARITABLE ENDOWMENT PR PO BOX 3075 SOUTHEASTERN,PA193989917		PC	LOCAL PHILANTHROPY	48,000
Total ................................. 3a				48,000

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-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					192,320
b
c
d
e
f
gFees and contracts from government agencies					1,026,530
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........					14,608
4 Dividends and interest from securities ....			14	8,195
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	1,242	7,002
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) ..				9,437	1,240,460

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

1,249,897

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

Part XV-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 XV-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 (2024)

Page 13

Part XVI

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 (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

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TY 2024 AccountingFeesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
AUDIT AND ACCOUNTING FEES	8,985			8,985

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TY 2024 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	82,005	S/L	39.0000	4,447
BUILDING - 1999	1999-01-15	11,575	7,420	S/L	39.0000	297
BUILDING - 2000	2000-01-15	116,286	71,555	S/L	39.0000	2,982
BUILDING - 2001	2001-01-15	47,975	27,996	S/L	39.0000	1,230
BUILDING - 2002	2002-01-15	33,689	18,608	S/L	39.0000	864
BUIDLING - 2003	2003-07-01	11,677	6,136	S/L	39.0000	299
BUILDING - 2004	2004-07-01	72,653	36,322	S/L	39.0000	1,863
SEWER 2001	2001-01-15	305	305	S/L	20.0000
SEWER 2002	2002-01-15	55,643	55,643	S/L	20.0000
SEWER 2003	2003-07-01	6,877	6,877	S/L	20.0000
APPLIANCES	2005-11-30	15,000	15,000	200DB	5.0000
LANDSCAPING	2006-02-14	2,573	2,573	150DB	15.0000
MOWER	2006-05-01	255	255	200DB	5.0000
LANDSCAPING	2006-09-05	1,878	1,878	150DB	15.0000
LANDSCAPING	2006-10-31	1,594	1,594	150DB	15.0000
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
DRIVE & PARKING LOT	2006-08-31	25,000	25,000	150DB	15.0000
DRIVE & PARKING LOT	2006-09-14	837	837	150DB	15.0000
DRIVE & PARKING LOT	2006-10-04	16,500	16,500	150DB	15.0000
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	1,068	S/L	39.0000	61
DRIVEWAY	2007-07-01	8,210	8,210	150DB	15.0000
LANDSCAPING	2007-07-01	26,851	26,851	150DB	15.0000
LAND	2008-10-16	40,565
LIGHTING	2008-12-17	1,181	1,181	S/L	7.0000
LANDSCAPING	2008-06-20	5,140	5,140	S/L	15.0000
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
LANDSCAPE LIGHTING	2009-07-06	4,986	4,986	S/L	7.0000
LANDSCAPING	2009-06-15	517	500	S/L	15.0000	17
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	28,525	S/L	5.0000	1,875
OFFICE FURNITURE	2013-05-30	3,471	3,471	S/L	7.0000
APARTMENT RENOVATION	2014-09-02	103,584	24,062	S/L	39.0000	2,589
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	2,134	S/L	39.0000	224
CEILING LIFT SYSTEM	2015-07-13	3,918	3,918	S/L	7.0000
PORTABLE THERAPY TABLE	2015-08-21	293	293	S/L	7.0000
PANASONIC 2 LINE PHONE	2015-10-28	147	147	S/L	5.0000
9.9CU FT REFRIGERATOR	2015-09-02	298	298	S/L	7.0000
OFFICE CHAIR	2015-08-04	212	212	S/L	7.0000
DISHWASHER	2016-03-18	1,147	1,147	S/L	7.0000
BUILDING ADDITIONS	2016-12-09	750	135	S/L	39.0000	20
10.6 TABLET	2016-04-18	116	116	S/L	5.0000
RUG/CHAIRS	2016-02-17	473	473	S/L	7.0000
CHRYSLER VAN	2016-04-18	27,000	21,825	S/L	5.0000	2,075
NEW DRYER	2017-02-16	1,191	1,164	200DB	7.0000	27
COMPUTER EQUIPMENT	2017-04-18	1,087	1,087	200DB	5.0000
COMPUTER EQUIPMENT	2017-05-19	3,231	3,231	200DB	5.0000
TIME CLOCK COMPUTER	2017-05-19	1,008	1,008	200DB	5.0000
FLOORING	2018-07-29	4,000	546	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	28,009	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
LIFT SYSTEM	2021-09-30	9,911	9,911	200DB	7.0000
SOFA SECTIONAL & 2 CHAIRS	2022-03-29	3,770	3,770	200DB	7.0000
REFRIGERATOR - BARKER DRIVE	2022-12-13	2,006	2,006	200DB	7.0000
DISHWASHER APT	2023-12-31	489	489	200DB	7.0000
TWO HP PRINTERS - JO/SHANNON	2024-01-24	763		200DB	5.0000	763
ULINE HEAVY DUTY STORAGE CABINET - MED ROOM	2024-07-11	1,198		200DB	7.0000	1,198
TWO ULINE HORIZONTAL FILE CABINETS	2024-08-31	2,062		200DB	7.0000	2,062

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TY 2024 GainLossSaleOtherAssetsSch

Name:

KINDRED SPIRIT

EIN:

38-3361146

Name	Date Acquired	How Acquired	Date Sold	Gross Sales Price	Basis	Total (net)	Accumulated Depreciation
MOWER	2006-05	PURCHASE	2024-12		255		255
DELL LAPTOP	2006-09	PURCHASE	2024-12		1,499		1,499
DESK TABLE FOR OFFICE	2014-07	PURCHASE	2024-12		399		399
BLACKROCK GLOBAL EQUITY MARKET NEUTR	2024-04	PURCHASE	2024-11	192	191	1
BLACKROCK GLOBAL LS CREDIT	2023-12	PURCHASE	2024-04	233	227	6
BLACKROCK LOW DURATION BOND INV	2024-04	PURCHASE	2024-10	449	440	9
BLACKSTONE ALT MULTI STRATEGY	2024-10	PURCHASE	2024-11	108	108
CALAMOS MARKET NEUTRAL INCOME	2024-10	PURCHASE	2024-11	160	160
CAUSEWAY INTL VALUE	2024-04	PURCHASE	2024-11	203	187	16
GLOBAL X MLP & ENERGY INFRAS	2024-04	PURCHASE	2024-11	780	638	142
GOLDMAN SACHS GQG INTL OPP	2024-10	PURCHASE	2024-11	140	146	-6
ISHARES CORE S&P 500 ETF	2024-04	PURCHASE	2024-10	526	443	83
ISHARES 20+ YEAR TREASUREY BOND ETF	2024-10	PURCHASE	2024-11	65	68	-3
NATIONWIDE GENEVA SMCP GW F	2023-09	PURCHASE	2024-04	38	35	3
PIMCO LOW DURATION INCOME	2024-04	PURCHASE	2024-11	627	622	5
WESTERN ASSET CORE PLUS BOND	2024-04	PURCHASE	2024-09	1,337	1,272	65
ALLSPRING SPEC SMALL CAP VALUE	2023-03	PURCHASE	2024-04	2,081	1,822	259
ALLSPRING SPECIAL MDCP VALUE	2021-12	PURCHASE	2024-11	166	162	4
AMERICAN BEACON AHL MNGD FUT STR	2021-12	PURCHASE	2024-11	483	512	-29
BLACKROCK GLOBAL LS CREDIT	2022-12	PURCHASE	2024-04	3,742	4,159	-417
BLACKROCK LOW DURATION BOND INV	2021-12	PURCHASE	2024-10	7,796	8,174	-378
BLACKROCK TOTAL RETURN	2021-12	PURCHASE	2024-09	17,300	20,173	-2,873
BLACKSTONE ALT MULTI STRATEGY	2021-12	PURCHASE	2024-04	8,113	7,914	199
CAUSEWAY INTL VALUE INSTL	2021-12	PURCHASE	2024-11	776	634	142
COHEN & STEERS BLOBAL REALTY FOC	2021-12	PURCHASE	2024-10	324	358	-34
GOLDMAN SACHS GQG INTL OPP	2021-12	PURCHASE	2024-11	1,388	1,198	190
GQG PARTNERS EMERGING MARKETS EQ	2021-12	PURCHASE	2024-04	1,823	1,783	40
ISHARES CORE MSCI EAFE ETF	2023-03	PURCHASE	2024-11	1,654	1,539	115
ISHARES CORE S&P 500 ETF	2023-09	PURCHASE	2024-11	641	479	162
ISHARES RUSSELL MIDCAP G ETF	2023-03	PURCHASE	2024-04	232	188	44
ISHARES RUSSELL 1000 GRW ETF	2021-12	PURCHASE	2024-11	5,502	4,511	991
ISHARES RUSSELL 1000 VALUE ETF	2021-12	PURCHASE	2024-04	129	117	12
ISHARES 20+ YEAR TREASURY BOND ETF	2022-03	PURCHASE	2024-11	7,853	10,719	-2,866
LOOMIS GROWTH Y	2021-12	PURCHASE	2024-11	1,676	1,550	126
NATIONWIDE GENEVA SMCP GW	2022-12	PURCHASE	2024-04	1,985	2,296	-311
OAKMARK FUND INSTITUTIONAL	2021-12	PURCHASE	2024-04	240	190	50
PIMCO COMM REAL RETURN STRAT	2021-12	PURCHASE	2024-04	44	44
PIMCO LOW DURATION INCOME	2021-12	PURCHASE	2024-10	11,680	12,315	-635
PIMCO SHORT TERM	2021-12	PURCHASE	2024-11	2,225	2,243	-18
WESTERN ASSET CORE PLUS BOND	2023-06	PURCHASE	2024-09	12,625	14,135	-1,510
ADOBE INC	2023-09	PURCHASE	2024-03	1,305	1,438	-133
ADVANCED MICRO DEVICES	2024-01	PURCHASE	2024-05	1,621	1,566	55
AIRBNB INC	2024-03	PURCHASE	2024-05	1,072	1,145	-73
ALPHABET INC	2023-05	PURCHASE	2024-02	1,143	935	208
AMAZON COM INC	2024-11	PURCHASE	2024-12	2,195	1,917	278
APPLE INC	2024-06	PURCHASE	2024-12	1,654	1,603	51
APPLIED MATERIALS INC	2024-06	PURCHASE	2024-07	1,778	1,504	274
ARISTA NETWORKS INC	2023-09	PURCHASE	2024-01	1,773	1,248	525
ASML HOLDING NV NY REG	2024-01	PURCHASE	2024-10	1,813	1,756	57
ATLAS COPCO AS A ADR	2024-04	PURCHASE	2024-11	1,923	2,074	-151
BROADCOM INC	2023-12	PURCHASE	2024-07	1,638	1,518	120
CROWDSTRIKE HOLDINGS INC	2023-12	PURCHASE	2024-07	2,215	1,705	510
ELI LILLY & CO	2024-08	PURCHASE	2024-10	422	456	-34
FAIR ISAAC & CO INC	2024-06	PURCHASE	2024-08	94	84	10
FERRARI N V	2024-03	PURCHASE	2024-11	958	848	110
HERMES INTL SCA UNSPON ADR	2024-08	PURCHASE	2024-11	414	415	-1
HOME DEPOT INC	2024-01	PURCHASE	2024-04	1,632	1,727	-95
HUBSPOT INC	2024-02	PURCHASE	2024-06	1,475	1,346	129
L OREAL CO ADR	2024-01	PURCHASE	2024-06	82	88	-6
LULULEMON ATHLETICA INC	2024-02	PURCHASE	2024-03	136	162	-26
LVMH MOET HENNESSY LOUIS VUITT	2023-12	PURCHASE	2024-09	1,047	1,208	-161
MASTERCARD INC	2024-02	PURCHASE	2024-06	53	55	-2
MERCADOLIBRE INC	2024-08	PURCHASE	2024-11	819	745	74
META PLATFORMS INC	2024-10	PURCHASE	2024-12	384	367	17
MICROSOFT CORP	2024-04	PURCHASE	2024-12	945	887	58
MOBILEYE GLOBAL INC	2023-03	PURCHASE	2024-01	774	1,083	-309
MONGODB INC	2023-12	PURCHASE	2024-06	1,565	2,137	-572
NESTLE SPON ADR REP REG SHR	2024-03	PURCHASE	2024-10	113	126	-13
NETFLIX INC	2024-01	PURCHASE	2024-04	1,274	1,194	80
NOVO NORDISK AS ADR	2024-01	PURCHASE	2024-09	815	847	-32
NU HOLDINGS LTD ORD SHS	2024-01	PURCHASE	2024-12	867	768	99
NVIDIA CORPORATION	2024-11	PURCHASE	2024-12	1,432	963	469
PALO ALTO NETWORKS INC	2024-09	PURCHASE	2024-12	2,877	2,503	374
SCHNEIDER ELEC SA UNSP	2024-03	PURCHASE	2024-08	813	852	-39
SERVICENOW INC	2023-06	PURCHASE	2024-05	986	811	175
SNOWFLAKE INC	2023-06	PURCHASE	2024-03	655	715	-60
TESLA INC	2023-01	PURCHASE	2024-01	1,188	1,081	107
TRADE DESK INC	2024-08	PURCHASE	2024-11	514	501	13
UBER TECHNOLOGIES INC	2024-10	PURCHASE	2024-12	768	1,084	-316
VERTEX PHARMACEUTICALS	2024-08	PURCHASE	2024-12	1,948	2,073	-125
WALT DISNEY CO	2024-03	PURCHASE	2024-08	1,728	2,313	-585
AIRBNB INC	2022-04	PURCHASE	2024-05	148	157	-9
ALPHABET INC	2022-07	PURCHASE	2024-02	1,100	867	233
AMAZON COM INC	2023-08	PURCHASE	2024-08	301	248	53
APPLIED MATERIALS INC	2023-03	PURCHASE	2024-07	2,268	1,344	924
ARISTA NETWORKS INC	2023-03	PURCHASE	2024-04	639	435	204
ARISTA NETWORKS INC	2023-03	PURCHASE	2024-12	70	28	42
ASHTEAD GROUP PLC ADR	2022-11	PURCHASE	2004-12	1,247	1,109	138
ASML HOLDING NV NY REG	2022-12	PURCHASE	2024-10	2,301	1,768	533
BROADCOM INC	2023-02	PURCHASE	2024-12	1,778	688	1,090
ELI LILLY & CO	2022-05	PURCHASE	2024-12	2,721	1,054	1,667
FERRARI N V	2021-12	PURCHASE	2024-11	283	168	115
HERMES INTL SCA UNSPON ADR	2021-12	PURCHASE	2024-01	1,002	919	83
L OREAL CO ADR	2023-01	PURCHASE	2024-11	3,058	3,365	-307
LULULEMON ATHLETICA INC	2022-10	PURCHASE	2024-03	778	591	187
LVMH MOET HENNESSY LOUIS VUITT	2023-01	PURCHASE	2024-11	2,542	2,886	-344
MASTERCARD INC	2023-02	PURCHASE	2024-06	1,246	1,018	228
MERCADOLIBRE INC	2021-12	PURCHASE	2024-03	823	600	223
MICROSOFT CORP	2022-01	PURCHASE	2024-12	808	515	293
NESTLE SPON ADR REP REG	2021-12	PURCHASE	2024-10	1,162	1,549	-387
NOVO NORDISK AS ADR	2022-03	PURCHASE	2024-12	1,142	609	533
NU HOLDINGS LTD ORD SHS	2023-10	PURCHASE	2024-12	837	556	281
NVIDIA CORPORATION	2022-12	PURCHASE	2024-12	6,725	1,416	5,309
PALO ALTO NETWORKS INC	2023-02	PURCHASE	2024-04	911	512	399
SERVICENOW INC	2023-05	PURCHASE	2024-05	725	486	239
TESLA INC	2021-12	PURCHASE	2024-01	267	411	-144
TRADE DESK INC	2023-10	PURCHASE	2024-11	1,687	1,130	557
VERTEX PHARMACEUTICALS	2023-12	PURCHASE	2024-12	1,068	850	218

- TIN:

TY 2024 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	442,963	442,963

- TIN:

TY 2024 LandEtcSchedule2

Name:

KINDRED SPIRIT

EIN:

38-3361146

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
	1,235,055	746,010	489,045
LAND	63,565		63,565

- TIN:

TY 2024 OtherExpensesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
EXPENSES
AUTO EXPENSES	6,194	6,194
BANK SERVICE CHARGES	480	480
DUES & SUBSCRIPTIONS	10,132	10,132
ED SEMINARS/PERSONAL DEV	4,246	4,246
EMPLOYEE MED/BACKGROUND CH	4,883	4,883
GENERAL MAINTENANCE	13,672	13,672
HOUSEHOLD EXPENSES	59,139	59,139
INSPECTIONS	1,858	1,858
LIABILITY AND AUTO INS.	28,148	28,148
POSTAGE AND DELIVERY	375	375
REPAIRS & MAINTENANCE-BLDG	11,613	11,613
REPAIRS & MAINTENANCE-EQUIP	6,464	6,464
UTILITIES	46,196	46,196

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

KINDRED SPIRIT

EIN:

38-3361146

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
RESIDENTS SSI BENEFITS	192,320		192,320
GENESEE CO CMH FUNDS	1,026,530		1,026,530

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Description	Amount
UNREALIZED GAINS ON INVESTMENTS	41,021

- TIN:

TY 2024 OtherLiabilitiesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Description	Beginning of Year - Book Value	End of Year - Book Value
WAGE & BENEFIT LIABILITIES	1,919	2,191
CREDIT CARD PAYABLES	1,332	1,018

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MGMT FEES	5,513	5,513
OTHER PROFESSIONAL FEES	2,248			2,248

- TIN:

TY 2024 TaxesSchedule

Name:

KINDRED SPIRIT

EIN:

38-3361146

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
EXCISE TAX	110	110
FOREIGN TAX WH	159	159
PROPERTY TAXES	5,792		5,792
LICENSES & PERMITS	200		200