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Nonprofit · EIN 38-2575785

DAVID AND LOIS STULBERG FOUNDATION

Tax-exempt · SOUTHFIELD, MI 48034

Financials

$124K$597K2023$85K$296K2024$420K$117K2025
Revenue Expenses · by fiscal year end
Financials of DAVID AND LOIS STULBERG FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$420,089$116,534$303,555$2,532,515$0$2,532,515
December 31, 2024990-PF$84,589$296,437-$211,848$2,318,268$0$2,318,268
December 31, 2023990-PF$123,591$596,552-$472,961$2,530,116$0$2,530,116
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$116,599
Dividends
$72,104
Interest
$14,307
Net gain from sales of assets
$215,948
Other income
$1,131

Expenses

Grants and similar amounts paid
$102,000
Disbursements for charitable purposes
$102,000
Excise tax on investment income
$4,155

Balance sheet and other

Total assets, start of year
$2,318,268
Total assets, end of year
$2,532,515
Total liabilities, end of year
$0
Net assets, end of year
$2,532,515
Fair market value of assets
$3,597,833
Qualifying distributions
$102,000
Net investment income
$303,490

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LOIS STULBERG
655 LONGBOAT CLUB RD APT 16A, LONGBOAT KEY, FL 34228
PRESIDENT-TR0$0
ROBERT M STULBERG
34038 GLOUSTER, FARMINGTON HILLS, MI 48334
SECRETARY0$0
SUSAN ROSENSTEIN
1221 OCEAN AVENUE 801, SANTA MONICA, CA 90401
TRUSTEE0$0
ROBERT APPEL
4698 COACHMAKER DRIVE, BLOOMFIELD HILLS, MI 48302
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
LOIS STULBERG
655 LONGBOAT CLUB RD APT 16A, LONGBOAT KEY, FL 34228
PRESIDENT-TR0$0
ROBERT M STULBERG
34038 GLOUSTER, FARMINGTON HILLS, MI 48334
SECRETARY0$0
SUSAN ROSENSTEIN
1221 OCEAN AVENUE 801, SANTA MONICA, CA 90401
TRUSTEE0$0
ROBERT APPEL
4698 COACHMAKER DRIVE, BLOOMFIELD HILLS, MI 48302
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LOIS STULBERG
655 LONGBOAT CLUB RD APT 16A, LONGBOAT KEY, FL 34228
PRESIDENT-TR0$0
ROBERT M STULBERG
34038 GLOUSTER, FARMINGTON HILLS, MI 48334
SECRETARY0$0
SUSAN ROSENSTEIN
1221 OCEAN AVENUE 801, SANTA MONICA, CA 90401
TRUSTEE0$0
ROBERT APPEL
4698 COACHMAKER DRIVE, BLOOMFIELD HILLS, MI 48302
TRUSTEE0$0

Address and contacts

Address (IRS master file)
29260 FRANKLIN RD APT 404, SOUTHFIELD, MI 48034-1157
Signed the 990-PF
LOIS STULBERG, PRESIDENT-TREASURER
Phone
(248) 334-5353
Return prepared by
PAGAC & COMPANY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-2575785
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1985
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,532,515
Income (IRS master file)
$1,072,240

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$420,089$116,534$2,532,515XML
990-PFDecember 2024$84,589$296,437$2,318,268XML
990-PFDecember 2023$123,591$596,552$2,530,116XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2575785).

Questions about DAVID AND LOIS STULBERG FOUNDATION

What is the EIN of DAVID AND LOIS STULBERG FOUNDATION?
The employer identification number (EIN) of DAVID AND LOIS STULBERG FOUNDATION is 38-2575785.
Is DAVID AND LOIS STULBERG FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to DAVID AND LOIS STULBERG FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID AND LOIS STULBERG FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID AND LOIS STULBERG FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVID AND LOIS STULBERG FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of DAVID AND LOIS STULBERG FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does DAVID AND LOIS STULBERG FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $420,089, expenses of $116,534 and total assets of $2,532,515 at year end.

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