2025-07-28T03:00:20-00:00 2024-12-31 383380888 Mark Zurek PC 3250 W Big Beaver Rd 103 Troy MI 48084 990PF 2024-01-01 473864368 THOMAS R AND IRIS B HARRISON FOUNDATION INC THOM 2484641902 3250 W BIG BEAVER ROAD STE 103 TROY MI 48084 DONALD M ZUREK PRESIDENT 2484641902 2025-07-28 true true Mark Zurek P00127998 2484641902 2025-07-28 X 2024 2025-03-06 01:10:19Z X X 2801522 X 344 344 68626 68626 113683 840992 113683 182653 182653 28500 8000 20500 2500 2500 12000 4000 8000 30735 30735 642 642 20 20 74397 43377 31020 111560 111560 185957 43377 142580 -3304 139276 12061 29443 29443 45545 38222 38222 2321244 2307881 2733857 2378850 2375546 2801522 0 X 2378850 2375546 2378850 2375546 2378850 2375546 2378850 -3304 2375546 2375546 10 SPDR PORT SP 500 P 2022-01-23 2024-01-23 570 304 266 266 FIDELITY LOW DURATION P 2023-12-16 2024-05-16 26360 26224 136 136 FRANKLIN FTSE JAPAN P 2023-12-16 2024-05-16 31996 28027 3969 3969 ISHARES FLOATING RATE P 2023-12-16 2024-05-16 63800 63570 230 230 ISHARES INTERST RATE P 2023-12-16 2024-05-16 9012 8978 34 34 ISHARES MSCI EAFE P 2023-12-16 2024-05-16 50010 42019 7991 7991 ISHARES MSCI EMERGING P 2023-12-16 2024-05-16 41376 35024 6352 6352 ISHARES MSCI USA QLTY P 2023-12-16 2024-05-16 49121 39894 9227 9227 ISHARES TIPS BOND ETF P 2023-12-16 2024-05-16 14414 14442 -28 -28 INVSC S P 500 QUALITY P 2021-07-31 2024-08-27 30252 14862 15390 15390 ISHARES INTERST RATE P 2021-07-31 2024-08-27 34108 34415 -307 -307 FIDELITY MSCI INFOR P 2021-07-31 2024-08-29 21184 12814 8370 8370 INVSC QQQ TRUST SRS P 2021-07-31 2024-08-29 24244 19100 5144 5144 INVS S P 500 QUALTIY P 2021-07-31 2024-08-29 14279 6977 7302 7302 LPL FINANCIAL P 2021-07-31 2024-11-01 357091 336270 20821 20821 LPL FINANCIAL P 2021-07-31 2024-07-11 42733 44389 -1656 -1656 113683 27911 1936 1936 1936 X 34 1970 false false false false false false false true true MI true false false false false true N/A MARK ZUREK 2484641902 3250 W BIG BEAVER ROAD STE 103 TROY MI 48084 false false false false false false false false false false false false false false false false false false false false false false JANET BRUSS 41700 HAYES ROAD STE A CLINTON TWP MI 48038 DIRECTOR 000.50 2500 MARY ANN ZUREK 4561 TIPTON DRIVE TROY MI 48098 DIRECTOR 000.50 5000 MARK ZUREK 3155 W BIG BEAVER RD STE 103 TROY MI 48084 PRESIDENT 004.00 16000 JUDY STEWART 41700 HAYES ROAD STE A CLINTON TWP MI 48038 DIRECTOR 000.50 5000 NONE NONE N/A 0 N/A 2738048 62596 0 2800644 2800644 42010 2758634 137932 137932 1936 1936 135996 135996 135996 142580 142580 135996 22270 17512 30509 31673 5262 107226 142580 135996 6584 113810 0 22270 91540 17512 30509 31673 5262 6584 NONE NONE X LEADER DOGS FOR THE BLIND 1039 S ROCHESTER ROAD ROCHESTER HILLS MI 483073115 N/A PC EMPOWERING VISUALLY IMPAIRED PEOPLE WITH SKILLS FOR LIVING AND TRAVELING 7500 OLD NEWSBOYS GOODFELLOW FUND PO BOX 44444 DETROIT MI 482440444 N/A PC HOLIDAY PACKAGES. SHOE, DENTAL AND CAMPERSHIP PROGRAMS FOR CHILDREN 6000 CENTRAL MICHIGAN UNIVERSITY 1200 S FRANKLIN STREET MOUNT PLEASANT MI 48859 N/A PC SUPPORT ASPIRING EDUCATORS STRIVING FOR ACADEMIC EXCELLENCE 28000 MEADOWBROOK CENTER FOR LEARNING DIFFERENCES 811 OAKWOOD DRIVE STE 203 ROCHESTER MI 48307 N/A PC WORK WITH STUDENTS WHO REQUIRE EXTRA HELP TO SUCCEED IN SCHOOL 7500 AMERICAN CANCER SOCIETY PO BOX 10069 DETROIT MI 48210 N/A PC CRITICAL RESEARCH ON CANCER TO HELP SAVE LIVES 14000 BLOOMFIELD TWP POLICE BENEVOLENT ASSOC 4200 TELEGRAPH ROAD BLOOMFIELD HILLS MI 48302 N/A PC SUPPORT PUBLIC SAFETY PERSONNEL AND FAMILIES DURING TIMES OF NEED 13500 HURON COUNTY COMMUNITY FOUNDATION PO BOX 56 BAD AXE MI 48413 N/A PC IMPROVING THE QUALITY OF LIFE IN HURON COUNTY 300 BELLAIRE YOUTH INITIATIVE PO BOX 385 BELLAIRE MI 49615 N/A PC SERVING YOUTH WITH ART AND CULTURE WHILE BUILDING SELF-ESTEEM 1000 WAYNE STATE UNIVERSITY 5700 CASS AVENUE DETROIT MI 48202 N/A PC LEARNING, TEACHING AND MAKING AN IMPACT ON A DIVERSE STUDENT BODY 5000 SKYLINE CAMP AND RETREAT CENTER 1669 WEST MAPLE ROAD BIRMINGHAM MI 48009 N/A PC CAMPING WITH COMPASSION AND CREATIVITY WITH THE SUPPORT OF ONE ANOTHER 6500 WHALEY CHILDREN'S CENTER 1201 N GRAND TRAVERSE FLINT MI 48503 N/A PC EMPOWER YOUTH AND FAMILIES TO OVERCOME TRAUMA 7500 ALZHEIMER'S ASSOCIATION 25200 TELEGRAPH RD STE 100 SOUTHFIELD MI 48033 N/A PC ELIMINATE ALZHEIMERS DISEASE THROUGH RESEARCH AND SUPPORT 3000 ST CLAIR SHORES HOCKEY ASSOCIATION 20000 STEPHENS ST CLAIR SHORES MI 48080 N/A PC PROMOTE YOUTH HOCKEY 5000 GRACE CENTERS OF HOPE 35 E HURON ST PONTIAC MI 48342 N/A PC PROGRAMS INVESTING IN THE LIVES OF THE HOMELESS AND ADDICTED 2260 THE BOTTOMLESS TOY CHEST PO BOX 623 BLOOMFIELD HILLS MI 48303 N/A PC BRING TOYS, JOY AND HOPE TO CHILDREN UNDERGOING CANCER TREATMENT 500 DANA-FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST BROOKLINE MA 024457226 N/A PC INNOVATION IN CANCER CARE AND RESEARCH 500 ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC PROVIDING TREATMENT AND FIGHTING CHILDHOOD CANCER AND LIFE-THREATENING DISEASES 2500 GUEST HOUSE 1601 JOSLYN ROAD LAKE ORION MI 48360 N/A PC INFORMATION, EDUCATION, TREATMENT AND CARE FOR CLERGY AND RELIFIOUS 1000 111560 14 344 14 68626 18 113683 182653 182653 false false false false false false false false false false MARK ZUREK PC 12000 4000 8000 10547 shares of BOND FUND OF AMERICA 131931 117492 819 shares of GROWTH FUND OF AMERICA 39308 60731 1558 shares of INTERMEDIATE BOND FUND OF AMER 20468 19332 1035 shares of INVESTMENT COMPANY OF AMERICA 41507 59620 1013 shares of JPMORGAN INTL EQUITY 17401 18813 357 shares of JPMORGAN EMERGING MARKETS EQUITY 9948 10738 7743 shares of JPMORGAN CORE PLUS BOND 60783 55053 343 shares of JPMORGAN INTL RESEARCH ENH EQUITY 15148 20069 375 shares of SMALLCAP WORLD 21119 26033 1907 shares of VANGUARD FTSE DEVELOPED MKTS 84763 91193 695 shares of VANGUARD FTSE EMERGING MARKETS 31278 30608 218 shares of VANGUARD GROWTH ETF 30867 89476 475 shares of VANGUARD INTERMEDIATE TERM BOND 38428 35497 419 shares of VANGUARD LONG TERM BOND INDEX 35670 28672 650 shares of VANGUARD MORTGAGE BACKED SECURITIES 33422 29471 769 shares of VANGUARD SHORT TERM BOND ETF 61086 59421 139 shares of VANGUARD SMALL CAP ETF 21000 33399 1084 shares of VANGUARD TOTAL INTL BOND INDEX 58413 53170 476 shares of VANGUARD VALUE ETF 50764 80587 1387 shares of WASHINGTON MUTUAL INVESTORS 65274 85255 457 shares of SPDR TRUST PORTFOLIO SP 500 ETF 13902 31505 3175 shares of JPMORGAN INCOME 25683 26956 418 shares of JPMORGAN LARGE CAP GROWTH 18643 33333 2595 shares of JPMORGAN LARGE CAP VALUE 44021 50997 1024 shares of AMERICAN CORP BOND 12052 9574 352 shares of VANGUARD SP 500 ETF 115213 189661 570 shares of ISHARES TRUST FALN ANGLS 14532 15225 5934 shares of AMERICAN STRATEGIC BOND 53762 53166 131 shares of JPMORGAN BETABUILDERS INTL EQUITY 5541 7480 814 shares of JPMORGAN BETABUILDERS US EQUITY 65797 86219 1076 shares of JPMORGAN EMERGING MKT RESEARCH 17193 17446 780 shares of JP MORGAN BETABUILDERS US AGGREGATE 36647 35240 574 shares of JP MORGAN BETABUILDERS USD HIGH YIELD 25662 26450 1882 shares of JPMORGAN U S EQUITY 36437 46757 691 shares of FIDELITY LOW DURATION 34397 34502 444 shares of FIDELITY MSCI INFOR TECH 46469 82087 2405 shares of INVESCO SENIOR LOAN ETF 50691 50673 159 shares of INVSC QQQ TRUST SRS 1 59309 81286 131 shares of ISHARES JP MORGAN USD 11270 11664 484 shares of ISHARES MSCI USA QLTY 65232 86191 1942 shares of ISHARES TOTAL USD BOND 90319 87778 585 shares of SPDR BLMRG SHR TR HG YLD 14478 14771 1802 shares of FIDELITY FUNDAMENTAL LG 76423 82694 3063 shares of INVESCO SP 500 QUALITY 138688 205313 1064 shares of SCHWAB FUNDAMNTL INTRNL 38638 35335 1084 shares of SPDR PORTFOLIO DVLPD 39459 36997 704 shares of SPDR PORTFOLIO HIGH 16395 16523 48 shares of VANGUARD EMERGING MARKT 3066 3031 1389 shares of VANGUARD TOTAL BOND 100064 99883 205 shares of AMERICAN MUTUAL 11040 11306 494 shares of EUROPACIFIC GROWTH 26318 26470 263 shares of HARBOR SMALL CAP VALUE 10458 11163 343 shares of ISHARES 10-20 YR TREASURY BOND 36664 34142 1583 shares of JOHN HANCOCK VAL MID CAP 40949 42649 107 shares of JP MORGAN BETABUILDERS MID CAP 10866 10297 574 shares of JPMORGAN GLOBAL SELECT EQUITY 33025 34463 STEWART BRUSS PC 2500 2500 FILING FEE 20 20 CLEAT LINDSEY 19344 19344 LEGACY WEALTH ADVISORS 11391 11391 TAX 642 642