2021-10-14T08:31:16-05:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 756669847 The Gulati Family Foundation % Foundation Source GULA 6107101585 144 Stokesay Castle Lane Reading PA 19606 ROSEMARY GULATI PRESIDENT 8008391754 2021-09-27 true ROSEMARY GULATI 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 3516286 X 0 X 294 294 49919 49919 153089 469911 153089 203302 203302 2700 2700 5909 5909 1862 301 301 16516 16516 27288 5909 19517 195116 195116 222404 5909 214633 -19102 197393 109007 36005 36005 2343791 2397691 3480281 2452798 2433696 3516286 0 0 X 2452798 2433696 2452798 2433696 2452798 2433696 2452798 -19102 2433696 2433696 Publicly-traded Securities 469911 316822 153089 153089 153089 2744 2744 2744 0 2750 2750 X 6 6 false false false false true false false true true PA true false false false false true N/A 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 1.0 400 0 0 Jack D Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee 1.0 400 0 0 Jennifer Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee, Sec, Treas 1.0 0 0 0 Loretta Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee, VP 1.0 550 0 0 Michael E Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee 1.0 400 0 0 Rosemary M Gulati 144 Stokesay Castle Lane Reading PA 19606 Trustee, Pres 10.0 550 0 0 J David Gulati II 144 Stokesay Castle Lane Reading PA 19606 Trustee, Treas* 1.0 0 0 0 J David Gulati III 144 Stokesay Castle Lane Reading PA 19606 Trustee 1.0 400 0 0 2997485 53586 0 3051071 0 3051071 45766 3005305 150265 150265 2744 2744 147521 147521 147521 214633 0 0 0 0 214633 0 214633 147521 2018 2017 2016 147702 25999 9630 88705 272036 214633 147521 67112 339148 0 147702 191446 25999 9630 88705 67112 ROSEMARY M GULATI JACK D GULATI X AERIE AFRICA INC 1249 HAZELWOOD DR FORT WASHINGTON PA 19034 N/A PC General & Unrestricted 5000 BISHOPS ANNUAL APPEAL CHARITABLE TRUST 1515 MARTIN LUTHER KING JR DR ALLENTOWN PA 18102 N/A PC Bishop's Annual Appeal of the Diocese of Allentown fund 5000 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC General & Unrestricted 17200 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Charitable Event 1000 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 Endowment Campaign 666 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Endowment Campaign 90000 GREATER PHILADELPHIA YMCA 400 FAYETTE ST CONSHOHOCKEN PA 19428 N/A PC Charitable Event 1000 GUADALUPE CENTER INC 509 HOPE CIR IMMOKALEE FL 34142 N/A PC General & Unrestricted 1000 GWYNEDD-MERCY ACADEMY 1345 SUMNEYTOWN PIKE GWYNEDD VALLEY PA 19437 N/A PC ATHLETIC ENHANCEMENT PHASE ONE PROJECT FEATURING THE CONSTRUCTION OF A NEW TURF FIELD 25000 GWYNEDD-MERCY ACADEMY 1345 SUMNEYTOWN PIKE GWYNEDD VALLEY PA 19437 N/A PC Annual Gift 1000 HOPE RESCUE MISSION OF THE CITY OF READING PA 645 N 6TH ST READING PA 19601 N/A PC General & Unrestricted 500 LITTLE SMILES INC PO BOX 414 KENNETT SQ PA 19348 N/A PC Charitable Event 750 MORAVIAN ACADEMY 7 E MARKET ST BETHLEHEM PA 18018 N/A PC Annual Fund 10000 NEW HORIZONS OF SOUTHWEST OF FLORIDA INC 25300 BERNWOOD DR STE 1 BONITA SPGS FL 34135 N/A PC SUPPORT OF THE BONITA BAY MEN'S BIBLE STUDY GROUP aND THEIR PROJECT TO PURCHASE EASTER CLOTHES FOR UNDERPRIVILEGED CHILDREN 500 PARENT BOOSTER CLUB INC PO BOX 343 ROYERSFORD PA 19468 N/A PC Spring-Ford High School girls' field hockey program 500 PENNSYLVANIA STATE UNIVERSITY 2583 GATEWAY DR STE 130 BRISTOL PL STATE COLLEGE PA 16801 N/A GOV Smeal School of Business Sapphire Society Fund 5000 POTTSTOWN AREA CHILDRENS FOUNDATION 60 MOSER RD APT 7 POTTSTOWN PA 19464 N/A PC coronavirus relief project 1000 RICHARD J CARON FOUNDATION PO BOX 150 WERNERSVILLE PA 19565 N/A PC Scholarship Fund 500 SEG FOUNDATION 8801 S YALE AVE STE 500 TULSA OK 74137 N/A SO I Scholarship Fund 5000 SPRING-FORD SENIOR HIGH SCHOOL 350 S LEWIS ROAD ROYERSFORD PA 19468 N/A GOV FUND TO AWARD SIX GRADUATING SENIOR SCHOLARSHIPS 3000 ST CATHARINE OF SIENA SCHOOL 2330 PERKIOMEN AVE READING PA 19606 N/A PC General & Unrestricted 500 THE HILL SCHOOL 860 BEECH ST POTTSTOWN PA 19464 N/A PC Annual Fund 10000 THE HILL SCHOOL 860 BEECH ST POTTSTOWN PA 19464 N/A PC Charitable Event 500 THE PHILLIPS BLACK PROJECT A PUBLIC INTEREST 1901 S 9TH ST STE 501 PHILADELPHIA PA 19148 N/A PC to hire full-time exoneree Initiative 3000 THE POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES 57 N FRANKLIN ST POTTSTOWN PA 19464 N/A PC Charitable Event 1000 THE POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES 57 N FRANKLIN ST POTTSTOWN PA 19464 N/A PC coronavirus relief project 1000 THE SALVATION ARMY 301 SOUTH FIFTH ST READING PA 19603 N/A PC General & Unrestricted 500 US CATHOLIC CONF - ST CATHARINE OF SIENA RC CHURCH 2427 PERKIOMEN AVE READING PA 19606 N/A PC General & Unrestricted 1000 YMCA OF READING & BERKS CO 631 WASHINGTON ST READING PA 19601 N/A PC Charitable Event 1500 195116 14 294 14 49919 18 153089 203302 203302 false false false false false false false false false false J David Gulati II * Removed from position in 2020 VANGUARD 500 INDEX FUND ADM 110188 138396 VANGUARD CAPITAL OPPORTUNITY A 247746 467083 VANGUARD EXTENDED MARKET INDEX 67587 133395 VANGUARD INDEX TR VANGUARD TOT 177235 498706 VANGUARD INTERMEDIATE TERM INV 315414 333225 VANGUARD INTERNATIONAL EXPLORE 38924 52844 VANGUARD PRIMECAP FD ADMIRAL 281564 498821 VANGUARD SELECTED VALUE INV 30745 38638 VANGUARD SHORT-TERM BOND INDEX 110594 110601 VANGUARD SHORT-TERM CORPORATE 107947 110868 VANGUARD TOT INTL BOND IX ADMI 137317 138294 VANGUARD TOTAL INT ST IDX-AD 413787 508990 VANGUARD WINDSOR II FD ADMIRAL 358643 450420 Administrative Fees 16516 16516 Investment Management Services 5909 5909 990-PF Excise Tax for 2019 1862