2024-06-05T10:48:46-00:00 2023-12-31 383380888 Mark Zurek PC 3155 W Big Beaver Rd 103 Troy MI 48084 990PF 2023-01-01 832558495 CULHANE FAMILY FOUNDATION INC CULH 5862866505 41700 HAYES ROAD STE A CLINTON TOWNSHIP MI 48038 JANET BRUSS DIRECTOR 5862866505 2024-06-05 true JANET BRUSS XXX-XX-XXXX true Mark Zurek P00127998 2484641902 2024-06-05 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 570525 X 135000 29 29 13572 13572 3 515809 3 148604 13604 1600 400 1200 200 200 1150 600 550 4298 4298 134 134 7382 5432 1950 25000 25000 32382 5432 26950 116222 8172 4727 6890 6890 412209 526268 563635 416936 533158 570525 0 X 416936 533158 416936 533158 416936 533158 416936 116222 533158 533158 76 ISHARES MBS ETF P 2021-11-26 2023-07-28 7047 7757 -710 -710 139 ISHARES EAFE VALUE ETF P 2021-11-26 2023-08-02 6886 6728 158 158 314 ISHARES US TREAS BD ETF P 2021-11-26 2023-07-28 7137 7994 -857 -857 320 ISHARES CORE TOTAL USD ETF P 2021-11-26 2023-07-28 14467 15150 -683 -683 34 ISHARES FALN ANGLS ETF P 2022-12-08 2023-03-17 840 988 -148 -148 107 SCHWAB STRATEGIC TIPS P 2021-11-26 2023-03-17 5679 6752 -1073 -1073 83 SELECT SECTOR TRUST ENERGY P 2021-11-26 2023-03-17 6375 4154 2221 2221 27 VANGUARD SP 500 ETF P 2022-05-20 2023-07-28 11331 10557 774 774 4 SPDR SSGA US LG CP P 2021-11-26 2023-10-05 528 515 13 13 318 GLOBAL X US INFRA P 2021-11-26 2023-10-13 9518 9342 176 176 223 ISHARES CORE MSCI P 2021-11-26 2023-10-13 10566 10378 188 188 245 ISHARES MSCI EAFE P 2021-11-26 2023-10-13 21099 21474 -375 -375 20 SPDR SP MIDCAP 400 P 2021-11-26 2023-10-13 8919 9837 -918 -918 58 SPDR SSGA US LG CP P 2021-11-26 2023-10-13 7778 7470 308 308 61 VANGUARD SP 500 ETF P 2021-11-26 2023-10-13 24182 17972 6210 6210 496 ISHARES FLOATING RATE P 2021-11-26 2023-12-20 25044 25209 -165 -165 AMERITRADE P 2022-10-04 2023-07-28 348413 353529 -5116 -5116 3 -5264 114 114 114 114 false false false false false false false true true MI true false true false false true N/A MARK ZUREK 2484641902 3155 W BIG BEAVER ROAD STE 103 TROY MI 48084 false false false false true false false false false false false false false false false false false false false false false false BRICE CULHANE 41700 HAYES ROAD STE A CLINTON TWP MI 48038 PRESIDENT 000.50 0 MARK ZUREK 41700 HAYES ROAD STE A CLINTON TWP MI 48038 TREAS 000.50 800 JANET BRUSS 41700 HAYES ROAD STE A CLINTON TWP MI 48038 SEC 000.50 800 NONE NONE N/A 0 N/A 469239 5809 0 475048 475048 7126 467922 23396 23396 114 114 23282 23282 23282 26950 26950 23282 2376 2442 4690 5416 14924 26950 23282 3668 18592 0 18592 2376 2442 4690 5416 3668 NONE NONE X STERLING HTS AREA COMMUNITY FOUNDATION PO BOX 393 STERLING HTS MI 483110393 N/A PC IMPROVE LIFE THROUGH CULTURAL, EDUCATIONAL AND RECREATIONAL ACTIVITIES 25000 25000 14 29 14 13572 18 3 13604 13604 1 N/A false false false false false false false false false false X X 1 BRICE CULHANE 37358 CATHERINE MARIE STERLING HTS MI 48312 135000 X MARK ZUREK CPA 1150 600 550 234 shares of FIDELIITY MSCI INFORMATION 26812 33612 1524 shares of INVESCO SP 500 QUALITY ETF 70549 82418 140 shares of VANGUARD SP 500 ETF 52529 61152 998 shares of ISHARES TOTAL USD BOND 45862 45978 196 shares of ISHARES MSCI EAFE ETF 13414 14769 576 shares of ISHARES FALLEN ANGELS 14851 15206 112 shares of ISHARES JP MORGAN USD 9670 9975 82 shares of VANGUARD EMERGING MARKETS 5247 5227 1222 shares of FIDELITY LOW DURATION 60906 60972 447 shares of FRANKLIN FTSE JAPAN ETF 11797 12511 1448 shares of INVESCO SENIOR LOAD ETF 30430 30669 67 shares of INVESCO QQQ TRUST SRS 25017 27438 714 shares of ISHARES FLOATING RATE 36164 36143 489 shares of ISHARES INTEREST RATE HDG 45748 45518 225 shares of ISHARES MSCI EMERGING 11178 12467 266 shares of ISHARES MSCI USA QLTY 35860 39139 141 shares of ISHARES TIPS BOND ETF 15116 15156 608 shares of SPDR BLMRG SHR TR HG YLD 15118 15285 STEWART BRUSS PC 200 200 LEGACY WEALTH ADVISORS 4298 4298 BRICE CULHANE 37358 CATHERINE MARIE STERLING HTS MI 48312 FOREIGN TAX 65 65 INVESTMENT TAX 69 69