KUZAK FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
KUZAK FAMILY FOUNDATION (EIN 81-6923316)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-25
IRS object ID
201802689349100300
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-09-25T09:06:13-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 RENAISSANCE CENTER SUITE 3900AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP482431313ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN816923316EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KUZAK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKUZABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12787 TURTLE SHORES DRAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP483020770ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDERRICK KUZAKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2487913730PhoneNum
Signature2018-09-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNANCY VELLAPreparerPersonNm
PTINP00122067PTIN
Phone3133963000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address103.76.232.147IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-06IPDt
IP Tm14:18:45IPTm
IP TimezoneUSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0A322028672AC7A36E2F599283A56A5F96D48727AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$352,560FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$139,985ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,829DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,829DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$92,143NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$152,390GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$92,143CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$237,957TotalRevAndExpnssAmt
Total Net Invst Incm$97,972TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,165LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$583LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$583LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,025AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,025AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$5,215TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,608TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,608TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,215TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,608TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,608TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$172,742ExcessRevenueOverExpensesAmt
Net Investment Income$95,364NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,000CashBOYAmt
Cash EOY$73,982CashEOYAmt
Cash EOYFMV$73,982CashEOYFMVAmt
Corporate Stock BOY$60,247CorporateStockBOYAmt
Corporate Stock EOY$67,985CorporateStockEOYAmt
Corporate Stock EOYFMV$157,802CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$121,022OtherInvestmentsEOYAmt
Other Investments EOYFMV$120,776OtherInvestmentsEOYFMVAmt
Total Assets BOY$90,247TotalAssetsBOYAmt
Total Assets EOY$262,989TotalAssetsEOYAmt
Total Assets EOYFMV$352,560TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$196,415RetainedEarningBOYAmt
Retained Earning EOY$262,989RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$90,247TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$262,989TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$90,247TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$262,989TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$90,247TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$172,742ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$262,989SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$262,989TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS #16007 - FORD MOTOR CO - 8,000 SHS2012-04-172017-04-18$89,137$49,120$40,017$40,017
UBS #16007 - FORD MOTOR CO - 5,677 SHS2012-04-172017-04-18$63,253$11,127$52,126$52,126
FieldValueIRS element (for citing)
Capital Gain Net Income$92,143CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,344NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.976190DistributionYr1Rt
Total Distribution2.976190TotalDistributionRt
Average Distribution2.976190AverageDistributionRt
Net Vl Noncharitable Assets$155,598NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$463,089AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$954NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$464,043AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$62,608QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,907InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,907SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,907TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$60EsPenaltyAmt
Overpayment$1,033OverpaymentAmt
Applied To ES Tax$1,033AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDERRICK KUZAK TRUSTEEIndividualWithBooksNm
Phone2487913730PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12787 TURTLE SHOES DRAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP483020770ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDERRICK KUZAKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12787 TURTLE SHOES DRAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48302ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$105,602AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,366AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$157,968TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$157,968AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,370CashDeemedCharitableAmt
Net Vl Noncharitable Assets$155,598NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,780MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,780MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,907TaxBasedOnInvestmentIncomeAmt
Total Tax$1,907TotalTaxAmt
Distributable Before Adj$5,873DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,873DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,873DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,608ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$62,608QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$62,608AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,873DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$3,992ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,992TotalExcessDistributionCyovAmt
Qualifying Distributions$62,608QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,873AppliedToCurrentYearAmt
Remaining Distri From Corpus$56,735RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$60,727TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$60,727ExcessDistriCyovToNextYrAmt
Excess From Year1$3,992ExcessFromYear1Amt
Excess From Current Year$56,735ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL SHRINE OF THE LITTLE FLOWER BASILICA
2100 W 12 MILE RDROYAL OAKMI48073PCCONTRIBUTION MADE ON FOR VARIOUS FUNDS OF THE PARISH AND SCHOOLS$30,000
UNIVERSITY OF DETROIT-MERCY
4001 W MCNICHOLSDETROITMI48221PCCONTRIBUTION MADE TO THE KUZAK FAMILY FOUNDATION SCHOLARSHIP$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,829ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$92,143ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$97,972ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$97,972TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
DERRICK KUZAK
12787 TURTLE SHOES DRBLOOMFIELD HILLSMI48302$50,955Yes (X)
DERRICK KUZAK
22787 TURTLE SHOES DRBLOOMFIELD HILLSMI48302$17,030Yes (X)
DERRICK KUZAK
32787 TURTLE SHOES DRBLOOMFIELD HILLSMI48302$72,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
18,299 SHS FORD MOTOR CO $50,955.86$104,4012018-12-22
2633 SHS MICROSOFT COPRP$54,1282017-12-22

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDELOITTE TAX, LLPCategoryTxt
Amt$4,050Amt
Net Investment Income$2,025NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,025DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FORD MOTOR CO COM NEW FM - 8,299 SHS$50,956$103,655
MICROSOFT CORP - 133 SHS$3,705$11,377
MICROSOFT CORP - 500 SHS$13,324$42,770

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - 11,928.429 SHSAT COST$120,005$119,761
MUTUAL FUNDS - 101.080 SHSAT COST$1,017$1,015

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGIARMARCO, MULLINS & HORTONCategoryTxt
Legal Fees$1,165LegalFeesAmt
Net Investment Income$583NetInvestmentIncomeAmt
Disbursements Charitable Prps$583DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDERRICK KUZAKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12787 TURTLE SHORES DRIVEAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48302ZIPCd

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