2025-09-08T11:52:19-04:00 2024-12-31 383388760 POLK AND ASSOCIATES PLC 30600 TELEGRAPH RD SUITE 2191 BINGHAM FARMS MI 480255714 990PF 2024-01-01 371474765 LEE AND MAXINE PECK FOUNDATION C/O GARY SCHWARCZ LEEA 2482009796 39395 WEST 12 MILE ROAD SUITE 200 FARMINGTON HILLS MI 48331 GARY SCHWARCZ DIRECTOR 2482009796 2025-09-03 true RICHARD G WILLIAMS JR P00640009 2486425700 2025-09-08 2024 2025-03-06 01:10:19Z X 730682 X X 7061 7061 7061 19061 18171 19061 6667 99310 6667 32789 31899 26122 21500 5389 5389 3781 3781 207 207 667 667 550 550 32094 10594 0 65710 65710 97804 10594 65710 -65015 21305 26122 330265 270284 730682 330265 270284 730682 3200 3200 X 330265 267084 330265 267084 330265 270284 330265 -65015 1834 267084 267084 CITIGROUP INC P 2014-07-21 2024-04-01 11250 12451 -1201 -1201 SEE ATTACHED MERRILL STATEMENT P 2023-02-01 2024-01-30 10214 10438 -224 -224 SEE ATTACHED MERRILL STATEMENT P 2022-10-27 2024-01-30 75172 67760 7412 7412 SPDR GOLD TRUST P 2024-01-16 2023-10-12 1 1 SPDR GOLD TRUST P 2020-07-24 2024-01-16 2673 1993 680 680 6667 296 296 296 304 500 804 508 508 false false false false false false true true MI true false false false false true N/A ATTORNEY GARY SCHWARCZ 2484898600 39395 W 12 MILE SUITE 200 FARMINGTON HILLS MI 483312968 false false false false false false false false false false false false false false false false false false false false GARY SCHWARCZ 32255 NORTHWESTERN FARMINGTON HILLS MI 48334 DIRECTOR 3.00 21500 0 0 MIRJAM GUNZ-SCHWARCZ 25971 RAINE OAK PARK MI 48237 DIRECTOR 000.00 0 0 0 RICHARD SCHWARCZ 26250 RAINE OAK PARK MI 48237 DIRECTOR 000.00 0 0 0 NONE NONE N/A 768022 123673 0 891695 891695 13375 878320 43916 43916 296 296 43620 43620 43620 65710 65710 43620 23170 16405 8313 13443 61331 65710 43620 22090 83421 0 83421 23170 16405 8313 13443 22090 X AISH HATORAH 25725 COOLIDGE HWY OAK PARK MI 48237 NONE 501(C)(3) STRENGTHEN JEWISH FAMILY 1000 AMERICAN FRIENDS NACHIAS ZVI 1179 E 13TH ST BROOKLYN NY 11230 NONE 501(3)(C) FINANCIAL SUPPORT FOR CHILDREN 180 AMERICAN FRIENDS OF BARUCH FEIGA 1303 53RD ST SUITE 47 BROOKLYN NY 11219 NONE 501(C)(3) SUPPORT 1500 AMERICAN FRIENDS OF IDC 116 EAST 16TH STREET 11TH FLOOR NEW YORK NY 10003 NONE 501(C)(3) TO BUILD ISRAEL'S FIRST PRIVATE UNIV 1500 BARUCH UMARPEH 4718 18TH AVENUE SUITE 149 BROOKLYN NY 11204 NONE 501(C)(3) TORAH BASED INSTITUTION 1500 CAPUCHIN SOUP KITCHEN 6333 MEDBURY STREET DETROIT MI 48211 NONE 501(C)(3) FEED AND CLOTHE THE POOR 1500 CHAI LIFELINE 151 WEST 30TH STREET NEW YORK NY 10001 NONE 501(C)(3) HELPING SERIOULSY ILL CHILDREN 1000 CHALDEAN COMMUNITY FOUNDATION 3601 15 MILE RD 100 STERLING HEIGHTS MI 48310 NONE 501(C)(3) SUPPORT OF CHALEAN COMMUNITY 1000 COMMUNITY LIVING CENTERS 33235 GRAND RIVER FARMINGTON MI 48336 NONE 501(C)(3) DENTAL NEEDS OF NEEDY 1000 CONGREGATION B'NAI JACOB 15230 LINCOLN STREET OAK PARK MI 48237 NONE 501(C)(3) SCHOLARSHIPS 4000 CONGREGATION DOVID BEN NUCHIM 14800 WEST LINCOLN AVENUE OAK PARK MI 48237 NONE 501(C)(3) CONTRIBUTE TO THE BUILDING FUND 9600 CONGREGATION MESIVTA WEST BLOOMFIEL 4200 WALNUT LAKE RD WEST BLOOMFIELD TWP MI 48323 NONE 501(C)(3) GIFT 500 CONGREGATION OF RIMANOV 1870 53RD STREET BROOKLYN NY 11204 NONE 501(C)(3) GIFT 1000 CROSSROAD FOR YOUTH 930 EAST DRAHNER P O BOX 9 OXFORD MI 48371 NONE 501(C)(3) STRENGTHENS FAMILIES AND YOUTH 1500 ETON ACADEMY 1755 MELTON ROAD BIRMINGHAM MI 48009 NONE 501(C)(3) STUDENT SCHOLARSHIPS 2500 FAR CONSERVATORY 1669 WEST MAPLE ROAD BIRMINGHAM MI 48009 NONE 501(C)(3) ART THERAPY FOR MENTAL & PHYSICAL 1500 FARBER HEBREW DAY SCHOOL 21100 W 12 MILE RD SOUTHFIELD MI 48076 NONE 501(C)(3) SUPPORT 1000 FRIENDSHIP CIRCLE 6892 WEST MAPLE RD WEST BLOOMFIELD MI 48322 NONE 501(C)(3) HELP CHILDREN WITH SPECIAL NEEDS INT 2000 GEMACH CHESSED INC 401 YESHIVA LANE BALTIMORE MD 21208 NONE 501(C)(3) TO HELP FUND GRANTS 500 HATZALAH OF MICHIGAN 13650 OAK PARK BLVD OAK PARK MI 48237 NONE 501(C)(3) PROVIDES RAPID EMERGENCY MEDICAL RES 1000 HILLEL OF METRO DETROIT 5221 GULLEN MALL DETROIT MI 48202 NONE 501(C)(3) JEWISH ENRICHMENT CENTER 750 HOLOCAUST CENTER 28123 ORCHARD LAKE RD FARMINGTON HILLS MI 48334 NONE 503(3)(C) HONORS SURVIVORS 500 JEWISH RESOURCE CENTER 1335 HILL ANN ARBOR MI 48104 NONE 501(C)(3) CAMPUS OUTLET FOR JUDAISM INVOLVEMNT 1000 KIDS KICKING CANCER 65 CADILLAC SQUARE DETROIT MI 48226 NONE 501(C)(3) SUPPORT FOR CANCER CHILDREN'S FAM 2000 LUBAVITCH CHEDER 25401 COOLIDGE HWY OAK PARK MI 48237 NONE 501(C)(3) SCHOLARSHIPS FOR HEBREW DAY SCHOOL 3000 MATAN B'SETER 15699 JEANETTE SOUTHFIELD MI 48075 NONE 501(C)(3) SUPPORT FOR FINANCIAL DISTRESS 500 NER ISRAEL RABBINICAL COLLEGE 400 MOUNT WILSON LANE BALTIMORE MD 21208 NONE 501(C)(3) COLLEGE OF RELIGIOUS STUDIES 750 OATS SUPPORT 4920 GROVELAND RD ORTONVILLE MI 48462 NONE 501(C)(3) HELPING CHILDREN/ADULTS WITH DISABIL 1000 ORCHARD CHILDREN SERVICES 24901 NORTHWESTERN HWY SUITE 500 SOUTHFIELD MI 48075 NONE 501(C)(3) KEEPING FAMILIES TOGETHER 1000 PAWS FOR A CAUSE 3208 CROOKS RD ROYAL OAK MI 48073 NONE 501(C)(3) TRAINING FOR ASSISTANCE DOGS 1000 PRESBYTERIAN VILLAGE OF MICHIGAN 26200 LAHSER ROAD SUITE 300 SOUTHFIELD MI 48033 NONE 501(C)(3) PROVIDE SERVICES TO ELDERY ALL FAITH 3000 SAVE A CHILD'S HEART FOUNDATION PO BOX 59172 POTOMAC MD 20859 NONE 501(C)(3) IMPROVE PEDIATRIC CARE 500 SPECIAL OLYMPICS 1133 19TH STREET NW WASHINGTON DC 200363604 NONE 501(C)(3) YEAR ROUND TRAINING & COMPETITION 500 ST JUDES CHILDRENS RESEARC HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501(C)(3) FINDING CURES TO SAVE CHILDREN 1000 ST VALENTINE CHURCH 25881 DOW REDFORD MI 48239 NONE 501(C)(3) STUDENT SCHOLARSHIPS 3500 TRAVIS MILLS FDN 1002 WATSON POND RD ROME ME 04963 NONE 501(C)(3) RECALIBRATION FOR VETS 1000 TZEDAKAH ENHANCEMENT PROJECT DETROIT 14561 LINCOLN OAK PARK MI 48237 NONE 501(C)(3) FINANCIAL HELP TO THE NEEDY 2600 YESHIVA BETH YEHUDA 15751 WEST LINCOLN ROAD SOUTHFIELD MI 48076 NONE 501(C)(3) SCHOLARSHIP FOR HEBREW DAY SCHOOL 2030 YESHIVA GEDOLAH OF SOUTH MONSEY 260 SADDLE RIVER RD AIRMONT NY 10952 NONE 501(C)(3) BOYS JEWISH SCHOOL 600 YESHIVAS DARCHEI TORAH 21550 WEST 12 MILE ROAD SOUTHFIELD MI 48076 NONE 501(C)(3) STUDENT SCHOLARSHIPS 1200 YOUNG ISRAEL OAK PARK 15140 WEST TEN MILE ROAD OAK PARK MI 48237 NONE 501(C)(3) CENTER COMMITTED TO PRAYER, STUDY 1500 YTIORG YOUNG TALENT LAKEWOOD NJ 222 RIVER AVE LAKEWOOD NJ 08701 NONE 501(C)(3) SHOWCASING TALENTED YOUNG PEOPLE 1500 65710 14 7061 14 19061 18 6667 32789 32789 8 GAIN/LOSS FROM INVESTMENT SECURITIES false false false false false false false false false false POLK AND ASSOCIATES, P.L.C. 5389 5389 EXPENSES MEMBERSHIP FEE 550 550 RETURN OF PRINCIPAL 1834 MERRILL LYNCH 689-04863 FEES 3558 3558 MERRILL LYNCH 689-04862 FEES 150 150 MERRILL LYNCH 689-04862 SUPPLE 73 73 FOREIGN TAXES 167 167 FEDERAL EXCISE TAX 500 500