2026-07-02T01:43:23-00:00 2025-12-31 383380888 Mark Zurek PC 3250 W Big Beaver Rd 103 Troy MI 48084 990PF 2025-01-01 832558495 CULHANE FAMILY FOUNDATION INC CULH 5862866505 41700 HAYES ROAD STE A CLINTON TOWNSHIP MI 48038 JANET BRUSS DIRECTOR 5862866505 2026-07-02 true Mark Zurek P00127998 2484641902 2026-07-02 X 2025 2025-03-06 01:10:19Z X 1018983 X 210000 1 1 25600 25600 57899 594600 57899 293500 83500 1800 1800 200 200 2250 2000 250 8026 8026 448 448 12724 12274 450 56000 56000 68724 12274 56450 224776 71226 5619 3993 3993 696861 923263 1014990 702480 927256 1018983 0 X 702480 927256 702480 927256 702480 927256 702480 224776 927256 927256 INVSC SENIOR LOAN ETF P 2024-01-01 2025-04-04 27738 28699 -961 -961 INVSC SENIOR LOAN ETF P 2025-01-01 2025-04-04 31278 32377 -1099 -1099 INVSC SENIORLOAN ETF P 2024-01-01 2025-01-23 42 42 FIDELITY LOW DURATION P 2024-01-01 2025-04-04 21104 20996 108 108 ISHARES FALLEN ANGEL P 2024-01-01 2025-04-04 11789 11969 -180 -180 ISHARES FALLEN ANGEL P 2025-01-01 2025-04-04 4360 4427 -67 -67 SPDR BLMRG SHR TR HG P 2024-01-01 2025-04-04 11503 11844 -341 -341 SPDR BLMRG SHR TR HG P 2025-01-01 2025-04-04 8329 8575 -246 -246 SPDR PORTFOLIO HIGH P 2025-01-01 2025-04-04 19351 20004 -653 -653 BONDBLOXX BLOOMBERG P 2025-01-01 2025-06-23 36745 38062 -1317 -1317 FIDELITY MSCI INFOR P 2024-01-01 2025-06-23 10173 5512 4661 4661 INVESCO QQQ TRUST P 2024-01-01 2025-06-23 36429 25868 10561 10561 INVESCO QQQ TRUST P 2025-01-01 2025-06-23 743 581 162 162 ISHARES MSCI USA QLTY P 2024-01-01 2025-06-23 34178 26281 7897 7897 ISHARES MSCI USA QLTY P 2025-01-01 2025-06-23 345 296 49 49 ISHARES US TREASURY P 2025-01-01 2025-06-23 37441 38064 -623 -623 VANGUARD SP 500 P 2024-01-01 2025-06-23 24831 16360 8471 8471 VANGUARD TOTAL BOND P 2024-01-01 2025-06-23 113795 112409 1386 1386 VANGUARD TOTAL BOND P 2025-01-01 2025-06-23 1149 1142 7 7 INVSC S P 500 QUALITY P 2024-01-01 2025-07-25 1819 1127 692 692 FIDELITY LOW DURATION P 2024-01-01 2025-09-11 15030 14971 59 59 FIDELITY LOW DURATION P 2025-01-01 2025-09-11 4490 4472 18 18 INVSC SENIOR LOAN ETF P 2025-01-01 2025-09-11 19997 19843 154 154 ISHARES TOTAL USD P 2024-01-01 2025-09-11 29300 28751 549 549 VANGUARD TOTAL BOND P 2025-01-01 2025-09-11 7243 7084 159 159 INVSC S P 500 QUALITY P 2024-01-01 2025-11-13 3347 2029 1318 1318 CAPITAL GROUP GROWTH P 2025-01-01 2025-12-26 22912 19873 3039 3039 INVSC S P 500 QUALITY P 2024-01-01 2025-12-26 58387 35043 23344 23344 57899 308 990 990 990 X 23 1013 false false false false false false false true true MI true false true false false true N/A MARK ZUREK 2484641902 3250 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 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 1000 JANET BRUSS 41700 HAYES ROAD STE A CLINTON TWP MI 48038 SEC 000.50 800 NONE NONE N/A 0 N/A 832613 4806 0 837419 837419 12561 824858 41243 41243 990 990 40253 40253 40253 56450 56450 40253 2442 4690 5416 3668 21274 37490 56450 40253 16197 53687 0 2442 51245 4690 5416 3668 21274 16197 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 26000 HENRY FORD HEALTH ONE FORD PLACE STE 5A DETROIT MI 48202 N/A PC RESEARCH, TECHNOLOGY, AND INVESTMENTS IN CLINICAL AND WELLNESS PROGRAMS 30000 56000 14 1 14 25600 18 57899 83500 83500 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 210000 X MARK ZUREK CPA 2250 2000 250 321 shares of FIDELIITY MSCI INFORMATION 52310 72119 1007 shares of INVESCO SP 500 QUALITY ETF 63853 75575 193 shares of VANGUARD SP 500 ETF 93177 121036 112 shares of ISHARES JP MORGAN USD 9670 10783 237 shares of VANGUARD EMERGING MARKETS 15659 15981 1003 shares of FIDELITY FUNDAMENTAL 45455 53520 567 shares of SCHWAB FUNDAMNTL INTRNL 20517 25634 1011 shares of SPDR PORTFOLIO DVLPD 38089 44899 1034 shares of CAPITAL GROUP DIVIDEND 39747 45124 696 shares of CAPITAL GROUP INTERNL CR 19864 22620 396 shares of ISHARES BITCOIN ETF 19628 19661 3449 shares of ISHARES CORE UNIVERSAL 159760 160516 2390 shares of VANGUARD CORE PLUS BND 186120 186695 3118 shares of VANGUARD MULTI SECTOR 159414 160827 STEWART BRUSS PC 200 200 LEGACY WEALTH ADVISORS 8026 8026 BRICE CULHANE 37358 CATHERINE MARIE STERLING HTS MI 48312 INVESTMENT TAX 448 448