GULATI FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GULATI FAMILY FOUNDATION (EIN 75-6669847)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-14
- IRS object ID
- 202021359349101247
- Schema version
- 2019v5.1
- 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
- Schedule B
- 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 | 2020-05-14T15:55:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 6107101585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 Stokesay Castle Lane | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARY GULATI | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201355000080 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 565B94B82B7DD79E579B599B2B0C61959AD1541A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,257,719 | 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 | $19,956 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $718 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $718 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $493,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,256,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $493,742 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $582,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $562,119 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,882 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,882 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,232 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $246,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $335,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $556,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $147,934 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,007 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,969,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,343,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,148,712 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,117,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,452,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,257,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,117,655 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,452,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,117,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,452,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,117,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,452,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,117,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $335,143 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,452,798 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,452,798 | 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 | $1,256,350 | GrossSalesPriceAmt |
| Cost Or Other Basis | $762,608 | CostOrOtherBasisAmt |
| Gain Or Loss | $493,742 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $493,742 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $493,742 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $159,735 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,074,897 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051948 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,790,784 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058371 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $107,725 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,576,269 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041814 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $277,965 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,709,336 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102595 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $288,324 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,793,012 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10323 | DistributionYr5Rt |
| Total Distribution | 0.357958 | TotalDistributionRt |
| Average Distribution | 0.071592 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,064,144 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,368 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,562 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,930 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $236,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,562 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,562 | SubtotalAmt |
| Tax Based On Investment Income | $5,562 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,862 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (7 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 | $0 | $0 | $0 |
| Jack D Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee | 1.0 | $0 | $0 | $0 |
| Jennifer Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee, Sec | 1.0 | $0 | $0 | $0 |
| Loretta Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee | 1.0 | $0 | $0 | $0 |
| Michael E Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee | 1.0 | $0 | $0 | $0 |
| Rosemary M Gulati | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee, Pres | 1.0 | $0 | $0 | $0 |
| J David Gulati II | ||||||||
| 144 Stokesay Castle Lane | Reading | PA | 19606 | Trustee, Treas | 1.0 | $0 | $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 | $3,029,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,110,806 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,110,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,064,144 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,562 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,562 | TotalTaxAmt |
| Distributable Before Adj | $147,645 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $147,645 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $147,645 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,350 | 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 | $236,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,562 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $230,788 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,645 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $156,559 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $147,702 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $25,999 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,630 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $339,890 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,350 | QualifyingDistributionsAmt |
| Applied To Current Year | $147,645 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,705 | RemainingDistriFromCorpusAmt |
| Total Corpus | $428,595 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $156,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $272,036 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $147,702 | ExcessFromYear4Amt |
| Excess From Year2 | $25,999 | ExcessFromYear2Amt |
| Excess From Year1 | $9,630 | ExcessFromYear1Amt |
| Excess From Current Year | $88,705 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALVERNIA UNIVERSITY | |||||||
| 400 SAINT BERNARDINE ST | READING | PA | 19607 | N/A | PC | Table Sponsor for A Salute to Tom Flynn special event to support the Reading Collegiate Scholars Program | $3,000 |
| AMERICAN CHILDHOOD CANCER ORGANIZATION | |||||||
| PO BOX 498 | KENSINGTON | MD | 20895 | N/A | PC | Jake's Dragon Foundation Founding Hope | $700 |
| AUTISM SOCIETY OF AMERICA | |||||||
| PO BOX 6683 | WYOMISSING | PA | 19610 | N/A | PC | General & Unrestricted | $3,300 |
| 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 |
| CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH | |||||||
| 9601 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Charitable Event | $5,000 |
| CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH | |||||||
| 9601 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Endowment Campaign | $76,000 |
| CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH | |||||||
| 9601 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Griffin Fund | $2,500 |
| CLARE OF ASSISI HOUSE INC | |||||||
| 325 S 12TH ST | READING | PA | 19602 | N/A | PC | challenge gift | $3,200 |
| COLEBROOKDALE RAILROAD PRESERVATION TRUST | |||||||
| PO BOX 492 | BOYERTOWN | PA | 19512 | N/A | PC | Campaign to rebuild the station offices and platforms at the Boyertown and Pottstown offices | $18,000 |
| COMMUNITY VOLUNTEER FIRE CO OF LOWER ALSACE TWP | |||||||
| ROOSEVELT COLUMBIA AVENUES | READING | PA | 19606 | N/A | PC | campaign to purchase new pagers | $500 |
| FOUNDATION FOR BOYERTOWN EDUCATION | |||||||
| PO BOX 218 | BOYERTOWN | PA | 19512 | N/A | PC | General & Unrestricted | $2,500 |
| GREATER PHILADELPHIA YMCA | |||||||
| 400 FAYETTE ST STE 250 | CONSHOHOCKEN | PA | 19428 | N/A | PC | charitable event | $3,000 |
| 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 | $25,000 |
| HABITAT FOR HUMANITY OF LEE & HENDRY COUNTIES INC | |||||||
| 1288 N TAMIAMI TRL | FORT MYERS | FL | 33903 | N/A | PC | General & Unrestricted | $400 |
| HOPE HOSPICE AND COMMUNITY SERVICES INC | |||||||
| 9470 HEALTHPARK CIR | FORT MYERS | FL | 33908 | 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 | $750 |
| JDRF INTERNATIONAL | |||||||
| 555 CROTON RD STE 111 | KING OF PRUSSIA | PA | 19406 | N/A | PC | Charitable Event | $500 |
| MOMS HOUSE INC OF GREATER PHILADELPHIA | |||||||
| 145 S MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | General & Unrestricted | $500 |
| MORAVIAN ACADEMY | |||||||
| 7 E MARKET ST 2ND FL | BETHLEHEM | PA | 18018 | N/A | PC | Charitable Event | $1,500 |
| MORAVIAN ACADEMY | |||||||
| 7 E MARKET ST 2ND FL | BETHLEHEM | PA | 18018 | N/A | PC | Annual Fund | $10,000 |
| NEW HORIZONS OF SOUTHWEST OF FLORIDA INC | |||||||
| PO BOX 111833 | NAPLES | FL | 34108 | N/A | PC | support of the Bonita Bay Men's Bible Study group and their project to purchase Easter Clothes for underprivileged children | $1,000 |
| PARENT BOOSTER CLUB INC | |||||||
| PO BOX 343 | ROYERSFORD | PA | 19468 | N/A | PC | Boys Soccer Program | $2,500 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | GOV | Charitable Event | $500 |
| PENNSYLVANIA STATE UNIV-PENN STATE CHILDREN'S HOSP | |||||||
| 1249 COCOA AVE STE 115 HS-20 | HERSHEY | PA | 17033 | N/A | GOV | Charitable Event | $500 |
| PHILADELPHIA FREEDOM VALLEY YMCA | |||||||
| 301 W SPRING ST | BOYERTOWN | PA | 19512 | N/A | PC | Charitable Event | $650 |
| PHILADELPHIA FREEDOM VALLEY YMCA | |||||||
| 301 W SPRING ST | BOYERTOWN | PA | 19512 | N/A | PC | Boyertown YMCA Annual Campaign | $500 |
| PHILADELPHIA FREEDOM VALLEY YMCA | |||||||
| 301 W SPRING ST | BOYERTOWN | PA | 19512 | N/A | PC | Pottstown YMCA Annual Campaign | $500 |
| 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 RD | ROYERSFORD | PA | 19468 | N/A | GOV | fund to award six graduating senior scholarships | $3,000 |
| THE HILL SCHOOL | |||||||
| 860 BEECH ST | POTTSTOWN | PA | 19464 | N/A | PC | Annual Fund | $10,000 |
| THE POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | |||||||
| 57 N FRANKLIN ST | POTTSTOWN | PA | 19464 | N/A | PC | Charitable Event | $1,000 |
| THE SALVATION ARMY | |||||||
| 301 S 5TH ST | READING | PA | 19603 | N/A | PC | Charitable Event | $5,000 |
| TRICOUNTY COMMUNITY NETWORK INC | |||||||
| 2151 E HIGH ST STE C | POTTSTOWN | PA | 19464 | N/A | PC | Charitable Event | $1,000 |
| US CATHOLIC CONF - JOHN PAUL II CTR FOR SPECIAL LE | |||||||
| 1092 WELSH RD | SHILLINGTON | PA | 19607 | N/A | PC | Charitable Event | $1,000 |
| US CATHOLIC CONF - ST CATHARINE OF SIENA RC CHURCH | |||||||
| 2427 PERKIOMEN AVE | READING | PA | 19606 | N/A | PC | for the purpose of supplementing weekly donations | $1,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | The Jack and Rosemary Gulati Students in Business Fund Initiative | $25,000 |
| UPPER PERKIOMEN EDUCATION FOUNDATION | |||||||
| 2229 E BUCK RD STE 2 | PENNSBURG | PA | 18073 | N/A | PC | General & Unrestricted | $2,000 |
| WHITPAIN TOWNSHIP | |||||||
| 960 WENTZ RD | BLUE BELL | PA | 19422 | N/A | GOV | Charitable Event | $200 |
| YMCA OF READING & BERKS CO | |||||||
| 631 WASHINGTON ST | READING | PA | 19601 | N/A | PC | Charitable Event | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,700 | 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 | $718 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,659 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $493,742 | 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 | $562,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $562,119 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Royals Charities | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Raymond Delia 700 Penn St | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,956 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX FUND ADM | $337,769 | $366,205 |
| VANGUARD CAPITAL OPPORTUNITY A | $208,441 | $380,090 |
| VANGUARD EXTENDED MARKET INDEX | $66,166 | $100,894 |
| VANGUARD INDEX TR VANGUARD TOT | $170,255 | $412,195 |
| VANGUARD INTERMEDIATE TERM INV | $300,449 | $305,538 |
| VANGUARD INTERNATIONAL EXPLORE | $38,370 | $45,919 |
| VANGUARD PRIMECAP FD ADMIRAL | $237,008 | $425,167 |
| VANGUARD SELECTED VALUE INV | $27,179 | $36,504 |
| VANGUARD SHORT-TERM BOND INDEX | $252 | $252 |
| VANGUARD SHORT-TERM CORPORATE | $99,283 | $99,556 |
| VANGUARD TOT INTL BOND IX ADMI | $127,847 | $125,719 |
| VANGUARD TOTAL INT ST IDX-AD | $403,249 | $457,398 |
| VANGUARD WINDSOR II FD ADMIRAL | $327,523 | $393,275 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $15,650 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $15,650 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $5,882 | Amt |
| Net Investment Income | $5,882 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $3,700 |
| 990-PF Excise Tax for 2018 | $1,000 |
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