2024-05-13T09:41:20-00:00 2023-12-31 JULIE J BEALL CPA 4114 CASTLE DRIVE MIDLAND MI 48640 990PF 2023-01-01 263232229 THE JAMES AND KIMBERLY CURRIE FOUNDATION JAME 5173499490 4759 OTTAWA DRIVE OKEMOS MI 48864 JAMES CURRIE PRESIDENT 5173499490 2024-05-03 true JAMES CURRIE XXX-XX-XXXX JULIE J BEALL P00439215 9894309138 2024-05-03 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1758946 X 50000 44353 44353 64069 377877 68178 158422 112531 738 738 7749 7749 229 229 812 812 9528 8716 812 110000 110000 119528 8716 110812 38894 103815 57697 95647 95647 100256 149498 149146 693344 672869 1073212 484863 456394 440941 550 334 1336710 1374742 1758946 0 X 1336710 1374742 1336710 1374742 1336710 1374742 1336710 38894 1375604 862 1374742 PUBLICALLY TRADED SECURITIES 374713 309699 65014 65014 68178 231 1443 1443 1443 2664 2664 2664 1221 1221 false false false false false false false true true MI true false false false false true N/A JAMES A CURRIE 5173499490 4759 OTTAWA DRIVE OKEMOS MI 48864 false false false false false false false false false false false false false false false false false false false false false JAMES A CURRIE 4759 OTTAWA DRIVE OKEMOS MI 48864 PRESIDENT 002.00 0 KEVIN HOERAUF 1009 CORRINNE MIDLAND MI 48640 VICE-PRES 001.00 0 JAMES A CURRIE 4759 OTTAWA DRIVE OKEMOS MI 48864 TREASURER 001.00 0 KIMBERLY CURRIE 4759OTTAWA DRIVE OKEMOS MI 48864 SCRETARY 001.00 0 KEVIN HOERAUF 1009 CORRINNE MIDLAND MI 48640 ASST. TREAS 001.00 0 MATTHEW CURRIE 1600 IRONHORSE DR UNIT 1 APT 1 LONGMONT CO 80501 TRUSTEE 001.00 0 NONE NONE NONE 0 NONE 1616649 62671 0 1679320 1679320 25190 1654130 82707 82707 1443 1443 81264 81264 81264 110812 110812 81264 14809 110812 14809 81264 14739 14739 0 14739 14739 J AND K CURRIE NONE JAMES A CURRIE PRESIDENT 4759 OTTAWA DRIVE OKEMOS MI 48864 5173499490 GRANT APPLICATION FORM INCLUDING APPLICANTS GOVERNING BODY, TAX EXEMPT STATUS LETTER, PROJECT BUDGET NONE NO GRANTS FOR INDIVIDUAL SCHOLARSHIPS MARY FREE BED HOSPITAL AND REHAB 235 WEALTHY STREET GRAND RAPIDS MI 49503 NONE PC SPORTS CAMP WHLCHR BD 7000 IMPRESSION 5 SCIENCE MUSEUM 200 MUSEUM DRIVE LANSING MI 48820 NONE PC LBAS 25000 HIGHFIELDS INC 5123 OLD PLANK ROAD ONONDAGA MI 49264 NONE PC CAPITAL IMPRIOVEMTS 10000 BOYS AND GIRLS CLUB OF LANSING 4315 PLEASANT GROVE ROAD LANSING MI 48910 NONE PC STAY CONNCTD LEARNING LAB 5000 UPPER PENINSULA CHILDREN'S MUSEUM 123 BARAGA AVENUE MARQUETTE MI 49855 NONE PC UNDERSRVD POPULATION ADM 10000 FEEDING AMERICA WEST FOOD BANK 864 WEST RIVER CENTER DR COMSTOCK PARK MI 49321 NONE PC MOBIL PANTRY FD BANK 10000 LANSING FOOD BANK 919 FILLEY STREET LANSING MI 48933 NONE PC MOBIL PANTRY FD BANK 10000 COMMUNITY FOUNDATION OF MARQUETTE CO 228 W WASHINGTON ST MARQUETTE MI 49855 NONE PC KIDS COVE PLAYGROUND 15000 THE SOO LOCKS CHILDREN'S MUSEUM 223 W PORTAGE AVENUE SAULT STE MARIE MI 49783 NONE PC GENERAL CONSTRUCTION 15000 GIRL SCOUTS HEART OF MICHIGAN 13287 WACOUSTA RD GRAND LEDGE MI 48837 NONE PC SUMMER CAMP 3000 110000 14 44353 18 64069 108422 108422 false false false false false false false false false false X X 1 JAMES KIMBERLY CURRIE 4759 OTTAWA DRIVE OKEMOS MI 48864 50000 X JULIE J. BEALL, CPA 738 738 PUBLICALLY TRADED SECURITIES 4109 -4109 ALTRIA GROUP INC 4.00 2024-01-31 25165 24955 SIMON PROPERTY GROUP LP 2.00 2024-09-13 25243 24399 ASTRAZENECA PLC 3.38 2025-11-16 27495 24464 DOMINION GAS HLDGS LLC SER A 2.50 2024-11-15 25453 24356 PUBLIC STORAGE 1.50 2026-11-09 25054 22960 TOYOTA MOTOR CREDIT CORP 1.80 2025-02-13 25378 24159 ADOBE INC 2.15 2027-02-01 25465 23458 APPLE INC 3.25 2026-02-23 26060 24377 CATERPILLAR FINL SERVICES 2.85 2024-05-17 25169 24728 CINTAS CORPORATION 3.70 2027-04-01 24498 24467 JOHN DEERE CAPITAL CORP 4.15 2027-09-15 25066 24828 HOME DEPOT INC 3.35 2025-09-15 25945 24518 INTERCONTINENTAL EXCHANGE 3.65 2025-05-23 24767 24512 NVIDIA CORP 3.20 2026-09-16 24627 24307 TARGET CORP 2.50 2026-04-15 25610 24033 AMAZON.COM INC 4.55 2027-12-01 25127 25366 META PLATFORMS INC 4.60 2028-05-15 25154 25363 PACCAR FINANCIAL CORP 4.95 2028-08-10 25118 25691 75 shares of ACCENTURE PLC 2243 26318 400 shares of COCA COLA CO 9007 23572 200 shares of DOW, INC. 6590 10968 300 shares of EXXON MOBIL CORP 23823 29994 150 shares of HONEYWELL INTL INC 7288 31457 150 shares of JP MORGAN CHASE 5477 25515 75 shares of MCDONALDS CORP 4078 22238 700 shares of VERIZON COMMUNICATIONS 19857 26390 100 shares of GENUINE PARTS CO 3787 13850 200 shares of ABBOTT LABS 4077 22014 150 shares of JOHNSON JOHNSON 7750 23511 100 shares of CATERPILLAR TRACTOR CO 3453 29567 75 shares of AUTOMATIC DATA PROCESSING 2275 17473 200 shares of ENTERGY CORP 13586 20238 300 shares of BRISTOL MYERS SQUIBB CO 9795 15393 150 shares of APPLE INC 3172 28880 700 shares of INTEL CORP 14581 35175 200 shares of QUALCOMM INC 12286 28926 150 shares of ABBVIE INC 3316 23246 2488 shares of TWEEDY BROWNE GLOBAL VALUE FD 64158 68074 200 shares of CORTEVA INC 4204 9584 670 shares of VANGUARD INTL GR FD 63331 68167 60 shares of COSTCO WHOLESALE CORP 20467 39605 40 shares of LAM RESEARCH CORP 11996 31330 100 shares of VISA INC 20109 26035 200 shares of D.R. HORTON INC 17840 30396 70 shares of HOME DEPOT INC 23487 24259 6005 shares of HUNTINGTON BANCSHARES INC 53745 76384 50 shares of NVIDIA CORP 11060 24761 300 shares of OMNICOM GROUP 22317 25953 75 shares of SALESFORCE.COM INC 19168 19736 40 shares of UNITEDHEALTH GROUP INC 16899 21059 729 shares of FIDELITY ADV SM CP GR FD 22605 20760 942 shares of MFS GLOBAL REAL ESTATE FD 20811 15987 2024 shares of PIMCO REAL RET FD INST 25000 20304 500 shares of CORNING INC 16034 15225 120 shares of CROWN CASTLE INC 15836 13823 100 shares of TEXAS INSTRUMENTS INC 16861 17046 440 shares of DRIEHAUS EMERGING MKTS GR 15000 15332 1079 shares of MFS NEW DISCOVERY VALUE FD 20500 19151 207 shares of AMERICAN NEW WORLD FUND 15000 15516 ACCRUED INT AND DIVS 550 334 PRIOR YEAR INSURANCE NOT RECORDED NO TAX CONSEQUENCE 862 INSURANCE 812 812 HUNTINGTON NATIONAL BANK INV MNGT FEES 7749 7749 FOREIGN TAXES ON DIVIDENDS 229 229