2022-05-11T15:18:16-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 756669847 The Gulati Family Foundation % Foundation Source GULA 8008391754 Foundation Source 501 Silverside RD Wilmington DE 198091377 ROSEMARY GULATI PRESIDENT 8008391754 2022-05-04 true ROSEMARY GULATI 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X X 3717942 X 0 X 226 226 53286 53286 300252 554820 300252 353764 353764 25000 25000 6931 6931 4250 216 216 17802 17802 54199 6931 43018 287917 287917 342116 6931 330935 11648 346833 36005 99214 99214 2397691 2346130 3618728 2433696 2445344 3717942 0 0 X 2433696 2445344 2433696 2445344 2433696 2445344 2433696 11648 2445344 2445344 Publicly-traded Securities 554820 254568 300252 300252 300252 4821 4821 4821 1506 0 1506 X 0 3315 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 3000 0 0 Jack D Gulati 144 STOKESAY CASTLE LANE REading PA 19606 Trustee 1.0 3000 0 0 Jennifer Gulati 144 STOKESAY CASTLE LANE Reading PA 19606 Trustee, Sec, Treas 1.0 3000 0 0 Loretta Gulati 144 STOKESAY CASTLE LANE Reading PA 19606 Trustee, VP 1.0 3000 0 0 Michael E Gulati 144 STOKESAY CASTLE LANE Reading PA 19606 Trustee 1.0 3000 0 0 Rosemary M Gulati 144 STOKESAY CASTLE LANE REading PA 19606 Trustee, Pres 8.0 4000 0 0 J David Gulati II 144 STOKESAY CASTLE LANE Reading PA 19606 Trustee 1.0 3000 0 0 J David Gulati III 144 STOKESAY CASTLE LANE Reading PA 19606 Trustee 1.0 3000 0 0 3578296 75231 0 3653527 0 3653527 54803 3598724 179936 179936 4821 4821 175115 175115 175115 330935 0 0 0 0 330935 175115 2019 2018 2017 25999 9630 88705 67112 191446 330935 175115 155820 347266 0 347266 25999 9630 88705 67112 155820 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 25000 AMERICAN CHILDHOOD CANCER ORGANIZATION PO BOX 498 KENSINGTON MD 20895 N/A PC Jake's Dragon Foundation Support FUnd 1000 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 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 166667 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Griffin Fund 2500 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Charitable Event 1000 CLARE OF ASSISI HOUSE INC 325 S 12TH ST READING PA 19602 N/A PC Winter Project 2500 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 3000 GUADALUPE CENTER INC 2640 GOLDEN GATE PKWY STE 205 NAPLES FL 34105 N/A PC General & Unrestricted 1000 GWYNEDD-MERCY ACADEMY 1345 SUMNEYTOWN PIKE GWYNEDD VALLEY PA 19437 N/A PC Charitable Event 10000 GWYNEDD-MERCY ACADEMY 1345 SUMNEYTOWN PIKE GWYNEDD VALLEY PA 19437 N/A PC Annual Fund 1000 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 3000 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 1000 MORAVIAN ACADEMY 7 EAST MARKET ST 2ND FLOOR BETHLEHEM PA 18018 N/A PC Charitable Event 2500 MORAVIAN ACADEMY 7 EAST MARKET ST 2ND FLOOR BETHLEHEM PA 18018 N/A PC Annual Fund 10000 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 1000 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 10000 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 3000 ST LEO THE GREAT CATHOLIC CHURCH 28290 BEAUMONT RD BONITA SPRINGS FL 34134 N/A PC General support 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 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 1250 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 5000 Y2 BELIEVE INC 16295 S TAMIAMI TRL STE 195 FORT MYERS FL 33908 N/A PC project Fund to create videos and other materials 10000 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 500 287917 14 226 14 53286 18 300252 353764 353764 false false false false false false false false false false VANGUARD CAPITAL OPPORTUNITY A 301507 565669 VANGUARD EXTENDED MARKET INDEX 69267 150009 VANGUARD INDEX TR VANGUARD TOT 146553 474387 VANGUARD INTERMEDIATE TERM INV 328304 329423 VANGUARD INTERNATIONAL EXPLORE 41571 57891 VANGUARD PRIMECAP FD ADMIRAL 337476 608077 VANGUARD SELECTED VALUE INV 34287 49360 VANGUARD SHORT-TERM BOND INDEX 56314 54977 VANGUARD SHORT-TERM CORPORATE 110217 110496 VANGUARD TOT INTL BOND IX ADMI 88931 84130 VANGUARD TOTAL INT ST IDX-AD 430320 552889 VANGUARD WINDSOR II FD ADMIRAL 401383 581420 Administrative Fees 17743 17743 Postage/Delivery Service 59 59 Investment Management Services 6931 6931 990-PF Estimated Tax for 2021 1500 990-PF Extension for 2020 2750