GULATI FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GULATI FAMILY FOUNDATION (EIN 75-6669847)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-11
- IRS object ID
- 202331019349102828
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-11T10:29:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756669847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gulati Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GULA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside RD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | rosemary gulati | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | rosemary | PersonFirstNm |
| Person Last | gulati | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,844,013 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $372 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $372 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $345,822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,243,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $345,822 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $390,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $390,858 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,726 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,315 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $225 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $225 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,048 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,048 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,273 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $333,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $383,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $190,878 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,346,130 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,311,343 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,653,135 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,445,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,502,221 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,844,013 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,445,344 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,502,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,445,344 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,502,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,445,344 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,502,221 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,445,344 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,877 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,502,221 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,502,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,243,867 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,898,045 | CostOrOtherBasisAmt |
| Gain Or Loss | $345,822 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $345,822 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $345,822 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,326 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,326 | SubtotalAmt |
| Tax Based On Investment Income | $5,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,326 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Charles J Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee | 1.0 | $3,500 | $0 | $0 |
| Jack D Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee | 1.0 | $3,500 | $0 | $0 |
| Jennifer Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee, Sec, Treas | 1.0 | $3,500 | $0 | $0 |
| Loretta Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee, VP | 1.0 | $3,500 | $0 | $0 |
| Michael E Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee | 1.0 | $3,500 | $0 | $0 |
| Rosemary M Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee, Pres | 8.0 | $4,500 | $0 | $0 |
| J David Gulati II | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee | 1.0 | $3,500 | $0 | $0 |
| J David Gulati III | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee | 1.0 | $3,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,962,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,040,529 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,040,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,994,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,326 | TotalTaxAmt |
| Distributable Before Adj | $144,420 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $144,420 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $144,420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $321,940 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,420 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $25,999 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,630 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,705 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,112 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $155,820 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $347,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,940 | QualifyingDistributionsAmt |
| Applied To Current Year | $144,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,520 | RemainingDistriFromCorpusAmt |
| Total Corpus | $524,786 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,999 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $498,787 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,630 | ExcessFromYear4Amt |
| Excess From Year3 | $88,705 | ExcessFromYear3Amt |
| Excess From Year2 | $67,112 | ExcessFromYear2Amt |
| Excess From Year1 | $155,820 | ExcessFromYear1Amt |
| Excess From Current Year | $177,520 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSEMARY M GULATI | ContributingManagerNm |
| Contributing Manager | JACK D GULATI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AERIE AFRICA INC | |||||||
| 1249 HAZELWOOD DR | FORT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $5,000 |
| ALLEN AMERICANS FOUNDATION | |||||||
| 700 CENTRAL EXPY S STE 400 | ALLEN | TX | 75013 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN CHILDHOOD CANCER ORGANIZATION | |||||||
| PO BOX 498 | KENSINGTON | MD | 20895 | N/A | PC | Jake's Dragon Foundation | $2,000 |
| BERKS COUNTY COMMUNITY FOUNDATION INC | |||||||
| 237 COURT ST | READING | PA | 19601 | N/A | PC | Charitable Event | $1,500 |
| BISHOPS ANNUAL APPEAL CHARITABLE TRUST | |||||||
| 1515 MARTIN LUTHER KING JR DR | ALLENTOWN | PA | 18102 | N/A | PC | General & Unrestricted | $5,000 |
| CAFE OF LIFE INC | |||||||
| PO BOX 367794 | BONITA SPGS | FL | 34136 | N/A | PC | Bay Brothers Bible Study Group | $500 |
| CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH | |||||||
| 9601 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | CHC Griffin Fund | $2,500 |
| CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH | |||||||
| 9601 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Endowment Campaign | $166,667 |
| CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH | |||||||
| 9601 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Charitable Event | $10,000 |
| CLARE OF ASSISI HOUSE INC | |||||||
| 325 S 12TH ST | READING | PA | 19602 | N/A | PC | General & Unrestricted | $500 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST | PHILADELPHIA | PA | 19122 | N/A | PC | Charitable Event | $7,500 |
| GUADALUPE CENTER INC | |||||||
| 2640 GOLDEN GATE PKWY STE 205 | NAPLES | FL | 34105 | N/A | PC | General & Unrestricted | $1,000 |
| GWYNEDD-MERCY ACADEMY | |||||||
| PO BOX 902 1345 SUMNEYTOWN PIKE | GWYNEDD VALLEY | PA | 19437 | N/A | PC | Annual Fund | $1,000 |
| HOPE HOSPICE AND COMMUNITY SERVICES INC | |||||||
| 9470 HEALTHPARK CIR | FORT MYERS | FL | 33908 | N/A | PC | Hurricane Relief Services | $500 |
| HOPE RESCUE MISSION OF THE CITY OF READING PA | |||||||
| 645 N 6TH ST | READING | PA | 19601 | N/A | PC | General & Unrestricted | $1,000 |
| HOPE RESCUE MISSION OF THE CITY OF READING PA | |||||||
| 645 N 6TH ST | READING | PA | 19601 | N/A | PC | Charitable Event | $1,000 |
| MOMS HOUSE INC OF GREATER PHILADELPHIA | |||||||
| 145 S MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | General & Unrestricted | $1,000 |
| MORAVIAN ACADEMY | |||||||
| 7 EAST MARKET ST 2ND FLOOR | BETHLEHEM | PA | 18018 | N/A | PC | Annual Fund | $10,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 2583 GATEWAY DR STE 130 | STATE COLLEGE | PA | 16801 | N/A | GOV | Undergraduate scholarship fund | $10,000 |
| PERKIOMEN SCHOOL | |||||||
| 200 SEMINARY ST | PENNSBURG | PA | 18073 | N/A | PC | General & Unrestricted | $15,000 |
| PHILADELPHIA FREEDOM VALLEY YOUNG MENS CHRISTIAN A | |||||||
| 301 W SPRING ST | BOYERTOWN | PA | 19512 | N/A | PC | Charitable Event | $8,000 |
| SPRING-FORD SENIOR HIGH SCHOOL | |||||||
| 350 S LEWIS ROAD | ROYERSFORD | PA | 19468 | N/A | GOV | Scholarship Fund | $3,000 |
| ST CATHARINE OF SIENA | |||||||
| 2427 PERKIOMEN AVE | READING | PA | 19606 | N/A | PC | General & Unrestricted | $1,250 |
| ST LEO THE GREAT CATHOLIC CHURCH | |||||||
| 28290 BEAUMONT RD | BONITA SPRINGS | FL | 34134 | N/A | PC | General & Unrestricted | $1,250 |
| THE HILL SCHOOL | |||||||
| 860 BEECH ST | POTTSTOWN | PA | 19464 | N/A | PC | Annual Fund | $10,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY - NJ & LEHIGH VALL | |||||||
| PO BOX 22447 | NEW YORK | NY | 10087 | N/A | PC | Charitable Event | $500 |
| THE SALVATION ARMY | |||||||
| 301 SOUTH FIFTH ST | READING | PA | 19603 | N/A | PC | 2022 Annual Fund Drive | $500 |
| UNITED STATES CATHOLIC CONFERENCE - JOHN PAUL II C | |||||||
| 1092 WELSH RD | SHILLINGTON | PA | 19607 | N/A | PC | Charitable Event | $500 |
| YMCA OF READING & BERKS CO | |||||||
| 631 WASHINGTON ST | READING | PA | 19601 | N/A | PC | Charitable Event | $1,500 |
| YWCA TRI-COUNTY AREA | |||||||
| 315 KING ST | POTTSTOWN | PA | 19464 | N/A | PC | Charitable Event | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,667 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $345,822 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $390,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $390,858 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VADGX | $257,083 | $271,694 |
| VAGVX | $105,961 | $115,200 |
| VANGUARD ADVICE SE;ECT INTL GR | $107,180 | $120,216 |
| VANGUARD CAPITAL OPPORTUNITY A | $555,975 | $668,413 |
| VANGUARD EXTENDED MARKET INDEX | $69,389 | $109,170 |
| VANGUARD INDEX TR VANGUARD TOT | $106,334 | $236,380 |
| VANGUARD INTERMEDIATE TERM INV | $128,356 | $125,196 |
| VANGUARD NTL CORE STOCK ADMIRA | $108,681 | $116,939 |
| VANGUARD SHORT-TERM CORPORATE | $88,545 | $81,946 |
| VANGUARD TOT INTL BOND IX ADMI | $93,968 | $91,404 |
| VANGUARD TOTAL BOND MARKET IND | $202,273 | $207,276 |
| VANGUARD TOTAL INT ST IDX-AD | $431,139 | $451,105 |
| VANGUARD VALUE INDEX ADM SHARE | $56,459 | $58,196 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $17,022 | $17,022 |
| Postage/Delivery Service | $26 | $26 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,726 | Amt |
| Net Investment Income | $7,726 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $1,000 |
| 990-PF Excise Tax for 2021 | $3,315 |
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