2023-04-11T10:29:30-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 756669847 The Gulati Family Foundation % Foundation Source GULA 8008391754 Foundation Source 501 Silverside RD WILMINGTON DE 198091377 rosemary gulati president 8008391754 2023-04-06 true rosemary gulati 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 2844013 X 0 X 372 372 44664 44664 345822 2243867 345822 390858 390858 29000 29000 7726 7726 4315 225 225 17048 17048 58314 7726 46273 275667 275667 333981 7726 321940 56877 383132 99214 190878 190878 2346130 2311343 2653135 2445344 2502221 2844013 0 0 X 2445344 2502221 2445344 2502221 2445344 2502221 2445344 56877 2502221 2502221 Publicly-traded Securities 2243867 1898045 345822 345822 345822 5326 5326 5326 1000 0 1000 X 0 4326 false false false false false false false true true PA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Charles J Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee 1.0 3500 0 0 Jack D Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee 1.0 3500 0 0 Jennifer Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee, Sec, Treas 1.0 3500 0 0 Loretta Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee, VP 1.0 3500 0 0 Michael E Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee 1.0 3500 0 0 Rosemary M Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee, Pres 8.0 4500 0 0 J David Gulati II 144 Stokesay Castle Lane Reading PA 19606 Trustee 1.0 3500 0 0 J David Gulati III 144 Stokesay Castle Lane Reading PA 19606 Trustee 1.0 3500 0 0 2962249 78280 0 3040529 0 3040529 45608 2994921 149746 149746 5326 5326 144420 144420 144420 321940 0 0 0 0 321940 144420 2020 2019 2018 25999 9630 88705 67112 155820 347266 321940 144420 177520 524786 0 25999 498787 9630 88705 67112 155820 177520 ROSEMARY M GULATI JACK D GULATI X AERIE AFRICA INC 1249 HAZELWOOD DR FORT WASHINGTON PA 19034 N/A PC General & Unrestricted 5000 ALLEN AMERICANS FOUNDATION 700 CENTRAL EXPY S STE 400 ALLEN TX 75013 N/A PC General & Unrestricted 5000 AMERICAN CHILDHOOD CANCER ORGANIZATION PO BOX 498 KENSINGTON MD 20895 N/A PC Jake's Dragon Foundation 2000 BERKS COUNTY COMMUNITY FOUNDATION INC 237 COURT ST READING PA 19601 N/A PC Charitable Event 1500 BISHOPS ANNUAL APPEAL CHARITABLE TRUST 1515 MARTIN LUTHER KING JR DR ALLENTOWN PA 18102 N/A PC General & Unrestricted 5000 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 2500 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Endowment Campaign 166667 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Charitable Event 10000 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 7500 GUADALUPE CENTER INC 2640 GOLDEN GATE PKWY STE 205 NAPLES FL 34105 N/A PC General & Unrestricted 1000 GWYNEDD-MERCY ACADEMY PO BOX 902 1345 SUMNEYTOWN PIKE GWYNEDD VALLEY PA 19437 N/A PC Annual Fund 1000 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 1000 HOPE RESCUE MISSION OF THE CITY OF READING PA 645 N 6TH ST READING PA 19601 N/A PC Charitable Event 1000 MOMS HOUSE INC OF GREATER PHILADELPHIA 145 S MAIN ST PHOENIXVILLE PA 19460 N/A PC General & Unrestricted 1000 MORAVIAN ACADEMY 7 EAST MARKET ST 2ND FLOOR BETHLEHEM PA 18018 N/A PC Annual Fund 10000 PENNSYLVANIA STATE UNIVERSITY 2583 GATEWAY DR STE 130 STATE COLLEGE PA 16801 N/A GOV Undergraduate scholarship fund 10000 PERKIOMEN SCHOOL 200 SEMINARY ST PENNSBURG PA 18073 N/A PC General & Unrestricted 15000 PHILADELPHIA FREEDOM VALLEY YOUNG MENS CHRISTIAN A 301 W SPRING ST BOYERTOWN PA 19512 N/A PC Charitable Event 8000 SPRING-FORD SENIOR HIGH SCHOOL 350 S LEWIS ROAD ROYERSFORD PA 19468 N/A GOV Scholarship Fund 3000 ST CATHARINE OF SIENA 2427 PERKIOMEN AVE READING PA 19606 N/A PC General & Unrestricted 1250 ST LEO THE GREAT CATHOLIC CHURCH 28290 BEAUMONT RD BONITA SPRINGS FL 34134 N/A PC General & Unrestricted 1250 THE HILL SCHOOL 860 BEECH ST POTTSTOWN PA 19464 N/A PC Annual Fund 10000 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 1500 YWCA TRI-COUNTY AREA 315 KING ST POTTSTOWN PA 19464 N/A PC Charitable Event 2500 275667 14 372 14 44664 18 345822 390858 390858 false false false false false false false false false false VADGX 257083 271694 VAGVX 105961 115200 VANGUARD ADVICE SE;ECT INTL GR 107180 120216 VANGUARD CAPITAL OPPORTUNITY A 555975 668413 VANGUARD EXTENDED MARKET INDEX 69389 109170 VANGUARD INDEX TR VANGUARD TOT 106334 236380 VANGUARD INTERMEDIATE TERM INV 128356 125196 VANGUARD NTL CORE STOCK ADMIRA 108681 116939 VANGUARD SHORT-TERM CORPORATE 88545 81946 VANGUARD TOT INTL BOND IX ADMI 93968 91404 VANGUARD TOTAL BOND MARKET IND 202273 207276 VANGUARD TOTAL INT ST IDX-AD 431139 451105 VANGUARD VALUE INDEX ADM SHARE 56459 58196 Administrative Fees 17022 17022 Postage/Delivery Service 26 26 Investment Management Services 7726 7726 990-PF Estimated Tax for 2022 1000 990-PF Excise Tax for 2021 3315