2023-06-09T10:42:01-04:00 2022-12-31 874463086 M & H TAX CONSULTANTS LLC 23500 PARK STREET SUITE 1A DEARBORN MI 48124 990PF 2022-01-01 816923316 KUZAK FAMILY FOUNDATION KUZA 2811 TURTLE GROVE COURT BLOOMFIELD HILLS MI 48302 DERRICK KUZAK TRUSTEE 2023-05-16 true DERRICK KUZAK XXX-XX-XXXX false JILL L MEREDITH P00197508 3135127500 2023-05-22 2022 2023-04-26 12:10:37Z X 475188 X 222422 15 15 10836 10668 6228 234661 6228 239501 16911 5145 2572 2573 1373 686 687 6518 3258 3260 212500 212500 219018 3258 215760 20483 13653 83937 97628 97631 271 359 271 271 173371 81572 86616 118010 269824 253100 95604 42469 37570 471281 491764 475188 0 X 471281 491764 471281 491764 471281 491764 471281 20483 491764 491764 UBS 20178 - SEE ATTACHED P 52561 53575 -1014 -1014 UBS 20178 - SEE ATTACHED P 24595 25854 -1259 -1259 UBS 20178 - SEE ATTACHED P 361 357 4 4 UBS 20178 - SEE ATTACHED P 12 12 12 UBS 16007 - SEE ATTACHED P 54365 55333 -968 -968 UBS 16007 - SEE ATTACHED P 102765 93314 9451 9451 6228 -1247 190 190 190 1680 1680 1490 1490 false false false false false false false true true MI true false false false false true N/A DERRICK KUZAK TRUSTEE 2484814625 2811 TURTLE GROVE COURT BLOOMFIELD HILLS MI 48302 false false false false false false false false false false false false false false false false false false false false DERRICK KUZAK 2811 TURTLE GROVE CT BLOOMFIELD HILLS MI 48302 TRUSTEE 0.50 0 0 0 NONE NONE N/A 310992 40844 0 351836 351836 5278 346558 17328 17328 190 190 17138 17138 17138 215760 215760 17138 56735 113120 144104 157331 200551 671841 215760 17138 198622 870463 0 56735 813728 113120 144104 157331 200551 198622 DERRICK KUZAK X UNIVERSITY OF DETROIT - MERCY 4001 W MCNICHOLS DETROIT MI 48221 KUZAK FAMILY FOUNDATION SCHOLARSHIP 97500 DETROIT CRISTO REY HIGH SCHOOL 5679 VERNER HWY DETROIT MI 48209 VARIOUS FUNDS FOR PARISH & SCHOOLS 40000 DOLLARS FOR SCHOLARS FDTN INC 3909 FRIENDSHIP ROAD TALLASSEE AL 36078 KUZAK FAMILY FOUNDATION SCHOLARSHIP 15000 JOHN HOPKINS MEDICAL INSTITUTE 3400 N CHARLES STREET BALTIMORE MD 21218 KUZAK FAMILY FOUNDATION SCHOLARSHIP 35000 THE REAGAN FOUNDATION 1775 N WARM SPRINGS RD SALT LAKE CITY UT 84116 KUZAK FAMILY FOUNDATION SCHOLARSHIP 25000 212500 14 15 14 10836 18 6228 17079 17079 false false false false false false false false false false X X 1 DERRICK KUZAK 2811 TURTLE GROVE CT BLOOMFIELD HILLS MI 48302 75000 X 2 DERRICK KUZAK 2811 TURTLE GROVE CT BLOOMFIELD HILLS MI 48302 147422 X 2 18,200 SHS PIMCO HIGH YIELD 147422 2022-12-22 DELOITTE TAX, LLP 5145 2572 2573 ISHARES BROAD USD INV GR - 127 SHS 7502 6237 SCHWAB US TIPS ETF - 177 SHS 10036 9167 LORD ABBETT BOND DEB -3095.677 SHS 24912 21577 LORD ABBETT HIGH YIELD -1014.643 SHS 7476 6189 PGIM HIGH YIELD CL Z - 1,357.746 SHS 7433 6178 ISHARES CMBS ETF - 259 SHS GUGGENHEIM TOTAL RTN BD - 467.364 SH 13369 10843 PGIM TOTAL RTN COND -926.461 SHS 13175 10867 PIMCO HIGH YD MUNI BD - 18,200 SHS 150222 148694 ISHARES 20+ TREAS BD - 185 SHS 18456 18419 ISHARES PFD & INC SEC ETF - 489 SHS 17243 14929 ISHARES CORE S&P SMALL - 58 SHS 4796 5489 ISHARES MSCI USA MIN VOL - 39 SHS 2627 2812 ISHARES CORE MSCI EAFE ETF- 167 SHS 8816 7799 ISHARES MSCI US VOL FACTORY- 110 SHS ISHARES CORE MSCI EMERGING - 184 SHS VANGUARD VALUE ETF -91 SHS 10839 12774 VANGUARD MID CAP ETF - 55 SHS 10360 11210 VANGUARD GROWTH ETF - 57 SHS 11163 12147 VANGUARD INDUSTRIALS ETF -17 SHS FORD MOTOR CO - 7,400 SHS VANGUARD CONS DISCRETIONARY - 10 SHS VANGUARD FINANCIALS ETF - 33 SHS 2799 2730 VANGUARD HEALTH CARE ETF - 12 SHS 2886 2977 VANGUARD ENERGY ETF - 22 SHS 2312 2668 FLEXSHARES MORNINGSTAR -115 SHS 5227 4999 PACER DEVEL MKTS INTL - 418 SHS 10758 11391 PACER US CASH COWS - 208 SHS 8989 9620 LORD ABBETT BD DEBENT- SHS AT COST 39117 34376 SPDR GOLD SHS ETF - 19 SHS AT COST 3352 3194 MANAGEMENT FEES 1373 686 687