2026-08-14T09:52:36-04:00 2025-12-31 382602358 PAGAC & COMPANY PC 1750 S TELEGRAPH RD STE 203 BLOOMFIELD HILLS MI 48302 990PF 2025-01-01 382575785 DAVID AND LOIS STULBERG FOUNDATION DAVI 2483345353 29260 FRANKLIN RD APT 404 SOUTHFIELD MI 480341157 LOIS STULBERG PRESIDENT-TREASURER 9413831950 2026-08-07 MICHAEL J MIHELICH P00043619 2483380770 2026-08-07 2025 2025-03-06 01:10:19Z X 3597833 X 116599 14307 14307 72104 72104 215948 868099 215948 1131 1131 420089 303490 6500 4525 1228 1119 1119 2390 2240 14534 4587 0 102000 102000 116534 4587 102000 303555 298903 203452 333429 333429 1896 7075 1896 1896 3297 2104444 2197190 3262508 2318268 2532515 3597833 0 X 2851214 2851214 -532946 -318699 2318268 2532515 2318268 2532515 2318268 303555 2621823 89308 2532515 AVAILABLE UPON REQUEST P 123513 102392 21121 21121 AVAILABLE UPON REQUEST P 693174 549759 143415 143415 215948 21121 4155 4155 4155 6597 6597 2442 2442 false false false false false false false true true true false false false false true N/A PAGAC COMPANY PC 2483380770 1750 S TELEGRAPH STE 203 BLOOMFIELD HILLS MI 48302 BLOOMFIELD HILLS MI 48302 false false false false false false false false false false false false false false false false false false false false LOIS STULBERG 655 LONGBOAT CLUB RD APT 16A LONGBOAT KEY FL 34228 PRESIDENT-TR 000.00 0 0 0 ROBERT M STULBERG 34038 GLOUSTER FARMINGTON HILLS MI 48334 SECRETARY 000.00 0 0 0 SUSAN ROSENSTEIN 1221 OCEAN AVENUE 801 SANTA MONICA CA 90401 TRUSTEE 000.00 0 0 0 ROBERT APPEL 4698 COACHMAKER DRIVE BLOOMFIELD HILLS MI 48302 TRUSTEE 000.00 0 0 0 NONE NONE N/A 3172898 201655 1649 3376202 3376202 50643 3325559 166278 166278 4155 4155 162123 162123 162123 102000 102000 162123 284341 157357 285324 430597 124648 1282267 102000 102000 60123 60123 1222144 0 224218 997926 157357 285324 430597 124648 LOIS STULBERG NONE X LOIS STULBERG 655 LONGBOAT CLUB RD APT 16A LONGBOAT KEY FL 34228 2483345353 APPLICATIONS SHOULD BE WRITTEN AND STATE PURPOSE. NO NO SARASOTA ORCHESTRA 709 N TAMIAMI TRAIL SARASOTA FL 34236 NONE PC TO FURTHER CHARITABLE PURPOSE 100000 YAD EZRA 2850 WEST ELEVEN MILE RD BERKLEY MI 48072 NONE PC TO FURTHER CHARITABLE PURPOSE. 2000 102000 14 14307 14 72104 15 1131 14 215948 303490 303490 false false false false false false false false false false X X 1 LOIS STULBERG 655 LONGBOAT CLUB RD APT A LONGBOAT KEY FL 34228 116599 X 1 PUBLICLY TRADED SECURITIES 116599 2025-05-15 ACCOUNTING 6500 PREFERRED STOCK 222604 229200 CORPORATE STOCK 913007 1875960 MUTUAL FUNDS 1061579 1157348 CONTRIBUTION FMV > CONTRIBUTOR COST 89308 EXPENSES ADMINISTRATIVE COSTS 2272 2122 ADMINISTRATIVE COSTS-BASIN 118 118 K-1 OAKTREE CAPITAL GROUP 63 63 ROYALTY INVEST INCOME 1068 1068 THE CPA INADVERTENTLY MISSED THE REMINDER GENERATED BY THE FIRMS DUE DATE MONITORING SYSTEM, WHICH RESULTED IN THE FORM 990 EXTENSION NOT BEING FILED BY THE MAY 15 DEADLINE. THIS WAS AN ISOLATED, ONE TIME OCCURRENCE. SINCE THE TAXPAYERS INCEPTION, THE TAXPAYER AND ITS CPA HAVE CONSISTENTLY AND TIMELY COMPLIED WITH THE TAXPAYERS FORM 990 FILING AND EXTENSION REQUIREMENTS. UPON DISCOVERY OF THE MISSED EXTENSION, THE CPA PROMPTLY TOOK STEPS TO COMPLETE AND FILE THE RETURN. THE FIRM HAS ALSO REVIEWED ITS DUE DATE MONITORING PROCEDURES TO HELP PREVENT A SIMILAR OCCURRENCE IN THE FUTURE. THE LATE FILING WAS INADVERTENT, WAS NOT DUE TO WILLFUL NEGLECT, AND REPRESENTS A ONE TIME EXCEPTION TO THE TAXPAYERS OTHERWISE CONSISTENT HISTORY OF TIMELY COMPLIANCE. BASED ON THESE FACTS AND CIRCUMSTANCES, RELIEF FROM THE LATE FILING PENALTY IS RESPECTFULLY REQUESTED. FOREIGN TAXES WITHHELD 1194 1194 EXCISE TAX 3297 SEVERANCE TAX 34 34