Civic Intelligence

David and Lois Stulberg Foundation

990PF • Fiscal year 2020 • EIN 38-2575785

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 18, 2021

Organization Profile
29260 Franklin Rd Apt 404Southfield, MI 48034-1157

(248) 334-5353

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

24th percentile

-14%

Higher net margin than 24% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.9%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

181%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,069,245

Down $57,933 (-1.9%) from 2019

Net Assets

Down

$3,069,245

Down $57,933 (-1.9%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin24th percentile

Revenue

Up

$406,370

Up $261,875 (+181%) from 2019

Expenses

Up

$464,303

Up $244,120 (+111%) from 2019

Net Income

Up

-$57,933

Up $17,755 (+23%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,040,471Liabilities 2011: $2,673Net Assets 2011: $3,037,7982011Assets 2012: $2,949,787Liabilities 2012: $0Net Assets 2012: $2,949,7872012Assets 2013: $3,131,926Liabilities 2013: $1,300Net Assets 2013: $3,130,6262013Assets 2014: $3,221,723Liabilities 2014: $1Net Assets 2014: $3,221,7232014Assets 2015: $3,196,198Liabilities 2015: $1Net Assets 2015: $3,196,1982015Assets 2016: $3,156,531Liabilities 2016: $0Net Assets 2016: $3,156,5312016Assets 2017: $3,191,542Liabilities 2017: $0Net Assets 2017: $3,191,5422017Assets 2018: $3,202,866Liabilities 2018: $0Net Assets 2018: $3,202,8662018Assets 2019: $3,127,178Liabilities 2019: $1Net Assets 2019: $3,127,1782019Assets 2020: $3,069,245Liabilities 2020: $1Net Assets 2020: $3,069,2452020Assets 2021: $3,158,060Liabilities 2021: $1Net Assets 2021: $3,158,0602021Assets 2022: $3,003,077Liabilities 2022: $1Net Assets 2022: $3,003,0772022Assets 2023: $2,530,116Liabilities 2023: $1Net Assets 2023: $2,530,1162023Assets 2024: $2,318,268Liabilities 2024: $0Net Assets 2024: $2,318,2682024

Highlighted filing

2020

Assets$3,069,245
Liabilities$1
Net Assets$3,069,245
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $122,5222011Expenses 2012: $318,6412012Revenue 2013: $205,740Expenses 2013: $24,901Net Income 2013: $180,8392013Revenue 2014: $323,510Expenses 2014: $232,413Net Income 2014: $91,0972014Revenue 2015: $87,448Expenses 2015: $112,973Net Income 2015: -$25,5252015Revenue 2016: $175,488Expenses 2016: $215,155Net Income 2016: -$39,6672016Revenue 2017: $231,110Expenses 2017: $196,099Net Income 2017: $35,0112017Revenue 2018: $223,580Expenses 2018: $212,256Net Income 2018: $11,3242018Revenue 2019: $144,495Expenses 2019: $220,183Net Income 2019: -$75,6882019Revenue 2020: $406,370Expenses 2020: $464,303Net Income 2020: -$57,9332020Revenue 2021: $462,996Expenses 2021: $374,181Net Income 2021: $88,8152021Revenue 2022: $318,528Expenses 2022: $473,511Net Income 2022: -$154,9832022Revenue 2023: $123,591Expenses 2023: $596,552Net Income 2023: -$472,9612023Revenue 2024: $84,589Expenses 2024: $296,437Net Income 2024: -$211,8482024

Highlighted filing

2020

Revenue$406,370
Expenses$464,303
Net Income-$57,933
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 18, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOIS STULBERGPresident-Tr-$0--
ROBERT M STULBERGSecretary-$0--
SUSAN ROSENSTEINTrustee-$0--
ROBERT APPELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David and Lois Stulberg Foundation
EIN
38-2575785
Phone
2483345353
Address
29260 FRANKLIN RD APT 404, SOUTHFIELD, MI 48034-1157

Signing Officer

Name
Lois Stulberg
Title
President-treasurer
Phone
9413831950
Signed
2021-06-18

Preparer

Firm
Pagac & Company Pc
Address
1750 S TELEGRAPH RD STE 203, BLOOMFIELD HILLS, MI 48302
Preparer
Michael J Mihelich
Phone
2483380770
Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt04948
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0218603
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0243335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0178512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11066268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21508580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0191070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11662995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21690466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PREFERRED STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CORPORATE STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt097676
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0137189
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/BusinessCd0531120
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09688
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0709
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0245262
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0245263
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04948
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0137189
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0450000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0450000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0161107
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt097676
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt097676
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-57933
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0918440
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09688
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09689
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0137189
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0245262
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05117
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0709
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0450000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0464303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0245262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0406370
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt028354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1752897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1121504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1121504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt022910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1874401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0137189
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-57933
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03069245
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03127178
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03069245
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0165659
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0165659
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0165659
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0169068
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03409
IRS990PF/DistributableAmountGrp/TotalTaxAmt03409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03575
IRS990PF/FMVAssetsEOYAmt03885148
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0392
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02851214
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02851214
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0256103
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0218603
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0243335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02748529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02753360
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03544531
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03575
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0166
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0166
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0275964
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0218031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0118579
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt097115
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt097115
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03127178
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03069245
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03885148
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03127178
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03069245
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03127178
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03069245
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03432854
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0152918
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03276361
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt051493
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03575
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0169068
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03381361
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03432854
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOIS STULBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT M STULBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN ROSENSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT APPEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT-TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0655 LONGBOAT CLUB RD APT 16A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt134038 GLOUSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21221 OCEAN AVENUE 801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34698 COACHMAKER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LONGBOAT KEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FARMINGTON HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BLOOMFIELD HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148334
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd348302
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0450000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0450000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0450000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAGAC COMPANY PC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01750 S TELEGRAPH STE 203
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0BLOOMFIELD HILLS MI 48302
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLOOMFIELD HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02483380770
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE WRITTEN AND STATE PURPOSE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LOIS STULBERG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02483345353
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0655 LONGBOAT CLUB RD APT 16A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LONGBOAT KEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034228
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LOIS STULBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FURTHER CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GULF COAST COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SARASOTA ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RINGLING COLLEGE OF ART & DESIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JEWISH FEDERATION OF SARASOTA-MANAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0601 TAMIAMI TRAIL SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1709 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22700 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3580 MCINTOSH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VENICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034285
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334232
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0450000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0165659
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0165659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020481
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037185
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0368672
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0284341
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020481
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026506
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037185
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0450000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0284341
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0368672
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084331
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LOIS STULBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0655 LONGBOAT CLUB RD APT A
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LONGBOAT KEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034228
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0161107
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0336713
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc011,800 SHARES - BANK OF AMERICA
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMINISTRATIVE COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SCHEDULE D WASH SALE ADJUSTME
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12917
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 OAKTREE CAPITAL GROUP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0587
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1122
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0587
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1122
TaxesSchedule/TaxesDetail/Amt0829
TaxesSchedule/TaxesDetail/Amt13409
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LOIS STULBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413831950
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND LOIS STULBERG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0382575785
ReturnHeader/Filer/PhoneNum02483345353
ReturnHeader/Filer/USAddress/AddressLine1Txt029260 FRANKLIN RD APT 404
ReturnHeader/Filer/USAddress/CityNm0SOUTHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0480341157
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382602358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAGAC & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01750 S TELEGRAPH RD STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048302
ReturnHeader/PreparerPersonGrp/PhoneNum02483380770
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J MIHELICH
ReturnHeader/ReturnTs02021-09-29T14:33:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STULBERG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,069,245
Liabilities
$1
Net assets
$3,069,245
Revenue
$406,370
Expenses
$464,303
Net income
-$57,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.08$0.30$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.12$0.60$0.47
2022Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.32$0.47$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.46$0.37$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.41$0.46$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.14$0.22$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.22$0.21$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.23$0.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.18$0.22$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.09$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.32$0.23$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.21$0.02$0.18
2012Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.32
2011Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.12