GULATI FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GULATI FAMILY FOUNDATION (EIN 75-6669847)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202201319349105190
- Schema version
- 2021v4.2
- 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 | 2022-05-11T15:18:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-05-04 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,717,942 | 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 | $226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $300,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $554,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $300,252 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $353,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $353,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,931 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,931 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,250 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $216 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $216 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,802 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $287,917 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $287,917 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $342,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $346,833 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,214 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,214 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,397,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,346,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,618,728 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,433,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,445,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,717,942 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,433,696 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,445,344 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,433,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,445,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,433,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,445,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,433,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,648 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,445,344 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,445,344 | 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 | $554,820 | GrossSalesPriceAmt |
| Cost Or Other Basis | $254,568 | CostOrOtherBasisAmt |
| Gain Or Loss | $300,252 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $300,252 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $300,252 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,821 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,821 | SubtotalAmt |
| Tax Based On Investment Income | $4,821 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,506 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,506 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,315 | 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 | $3,000 | $0 | $0 |
| Jack D Gulati | ||||||||
| 144 STOKESAY CASTLE LANE | REading | PA | 19606 | Trustee | 1.0 | $3,000 | $0 | $0 |
| Jennifer Gulati | ||||||||
| 144 STOKESAY CASTLE LANE | Reading | PA | 19606 | Trustee, Sec, Treas | 1.0 | $3,000 | $0 | $0 |
| Loretta Gulati | ||||||||
| 144 STOKESAY CASTLE LANE | Reading | PA | 19606 | Trustee, VP | 1.0 | $3,000 | $0 | $0 |
| Michael E Gulati | ||||||||
| 144 STOKESAY CASTLE LANE | Reading | PA | 19606 | Trustee | 1.0 | $3,000 | $0 | $0 |
| Rosemary M Gulati | ||||||||
| 144 STOKESAY CASTLE LANE | REading | PA | 19606 | Trustee, Pres | 8.0 | $4,000 | $0 | $0 |
| J David Gulati II | ||||||||
| 144 STOKESAY CASTLE LANE | Reading | PA | 19606 | Trustee | 1.0 | $3,000 | $0 | $0 |
| J David Gulati III | ||||||||
| 144 STOKESAY CASTLE LANE | Reading | PA | 19606 | Trustee | 1.0 | $3,000 | $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 | $3,578,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,231 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,653,527 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,653,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,803 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,598,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,821 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,821 | TotalTaxAmt |
| Distributable Before Adj | $175,115 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $175,115 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $175,115 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,935 | 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 | $330,935 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,115 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $25,999 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,630 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,705 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $191,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,935 | QualifyingDistributionsAmt |
| Applied To Current Year | $175,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $155,820 | RemainingDistriFromCorpusAmt |
| Total Corpus | $347,266 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $347,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,999 | ExcessFromYear4Amt |
| Excess From Year3 | $9,630 | ExcessFromYear3Amt |
| Excess From Year2 | $88,705 | ExcessFromYear2Amt |
| Excess From Year1 | $67,112 | ExcessFromYear1Amt |
| Excess From Current Year | $155,820 | 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 (35 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 | $25,000 |
| AMERICAN CHILDHOOD CANCER ORGANIZATION | |||||||
| PO BOX 498 | KENSINGTON | MD | 20895 | N/A | PC | Jake's Dragon Foundation Support FUnd | $1,000 |
| 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 | Bonita Springs Men's Bible Study Group | $500 |
| CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH | |||||||
| 9601 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Campaign Fund | $166,667 |
| CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH | |||||||
| 9601 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Griffin Fund | $2,500 |
| CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH | |||||||
| 9601 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Charitable Event | $1,000 |
| CLARE OF ASSISI HOUSE INC | |||||||
| 325 S 12TH ST | READING | PA | 19602 | N/A | PC | Winter Project | $2,500 |
| CRANALEITH SPIRITUAL CENTER | |||||||
| 13475 PROCTOR RD | PHILADELPHIA | PA | 19116 | N/A | PC | Annual Fund | $250 |
| GREATER PHILADELPHIA YOUNG MENS CHRISTIAN ASSOCIAT | |||||||
| 400 FAYETTE ST STE 250 | CONSHOHOCKEN | PA | 19428 | N/A | PC | Pottstown YMCA Annual 2021 Campaign | $3,000 |
| GUADALUPE CENTER INC | |||||||
| 2640 GOLDEN GATE PKWY STE 205 | NAPLES | FL | 34105 | N/A | PC | General & Unrestricted | $1,000 |
| GWYNEDD-MERCY ACADEMY | |||||||
| 1345 SUMNEYTOWN PIKE | GWYNEDD VALLEY | PA | 19437 | N/A | PC | Charitable Event | $10,000 |
| GWYNEDD-MERCY ACADEMY | |||||||
| 1345 SUMNEYTOWN PIKE | GWYNEDD VALLEY | PA | 19437 | N/A | PC | Annual Fund | $1,000 |
| HOBARTS RUN NEIGHBORHOOD DISTRICT | |||||||
| 860 BEECH ST | POTTSTOWN | PA | 19464 | N/A | PC | Charitable Event | $500 |
| HOPE RESCUE MISSION OF THE CITY OF READING PA | |||||||
| 645 N 6TH ST | READING | PA | 19601 | N/A | PC | General & Unrestricted | $3,000 |
| LOWER ALSACE VOLUNTEER AMBULANCE ASSOCIATION | |||||||
| 750 N 25TH ST | READING | PA | 19606 | N/A | PC | General & Unrestricted | $500 |
| 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 | Charitable Event | $2,500 |
| MORAVIAN ACADEMY | |||||||
| 7 EAST MARKET ST 2ND FLOOR | BETHLEHEM | PA | 18018 | N/A | PC | Annual Fund | $10,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 2583 GATEWAY DR BRISTOL PL One | STATE COLLEGE | PA | 16801 | N/A | GOV | THON event- to support the fundraising efforts of Alpha Delta Pi Sorority | $1,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 2583 GATEWAY DR BRISTOL PL ONE | STATE COLLEGE | PA | 16801 | N/A | GOV | Gulati Family Foundation Trust Scholarship Fund at the Smeal School of Business | $10,000 |
| POTTSTOWN AREA CHILDRENS FOUNDATION | |||||||
| 60 MOSER RD APT 7 | POTTSTOWN | PA | 19464 | N/A | PC | General & Unrestricted | $500 |
| SPRING-FORD SENIOR HIGH SCHOOL | |||||||
| 350 S LEWIS ROAD | ROYERSFORD | PA | 19468 | N/A | GOV | Scholarship Fund for graduating high school seniors | $3,000 |
| ST LEO THE GREAT CATHOLIC CHURCH | |||||||
| 28290 BEAUMONT RD | BONITA SPRINGS | FL | 34134 | N/A | PC | General support | $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 | Annual Fund | $500 |
| UNITED STATES CATHOLIC CONFERENCE - JOHN PAUL II C | |||||||
| 1092 WELSH RD | SHILLINGTON | PA | 19607 | N/A | PC | Charitable Event | $500 |
| UNITED STATES CATHOLIC CONFERENCE - ST CATHARINE O | |||||||
| 2427 PERKIOMEN AVE | READING | PA | 19606 | N/A | PC | General & Unrestricted | $1,250 |
| UNITED WAY OF THE BOYERTOWN AREA | |||||||
| 39B E PHILADELPHIA AVE | BOYERTOWN | PA | 19512 | N/A | PC | Service Dog Project | $500 |
| UNITED WAY OF THE BOYERTOWN AREA | |||||||
| 39B E PHILADELPHIA AVE | BOYERTOWN | PA | 19512 | N/A | PC | Service Dog Project | $5,000 |
| Y2 BELIEVE INC | |||||||
| 16295 S TAMIAMI TRL STE 195 | FORT MYERS | FL | 33908 | N/A | PC | project Fund to create videos and other materials | $10,000 |
| 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 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $287,917 | 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 | $226 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,286 | 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 | $300,252 | 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 | $353,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $353,764 | 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 (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD CAPITAL OPPORTUNITY A | $301,507 | $565,669 |
| VANGUARD EXTENDED MARKET INDEX | $69,267 | $150,009 |
| VANGUARD INDEX TR VANGUARD TOT | $146,553 | $474,387 |
| VANGUARD INTERMEDIATE TERM INV | $328,304 | $329,423 |
| VANGUARD INTERNATIONAL EXPLORE | $41,571 | $57,891 |
| VANGUARD PRIMECAP FD ADMIRAL | $337,476 | $608,077 |
| VANGUARD SELECTED VALUE INV | $34,287 | $49,360 |
| VANGUARD SHORT-TERM BOND INDEX | $56,314 | $54,977 |
| VANGUARD SHORT-TERM CORPORATE | $110,217 | $110,496 |
| VANGUARD TOT INTL BOND IX ADMI | $88,931 | $84,130 |
| VANGUARD TOTAL INT ST IDX-AD | $430,320 | $552,889 |
| VANGUARD WINDSOR II FD ADMIRAL | $401,383 | $581,420 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $17,743 | $17,743 |
| Postage/Delivery Service | $59 | $59 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $6,931 | Amt |
| Net Investment Income | $6,931 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $1,500 |
| 990-PF Extension for 2020 | $2,750 |
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