2020-05-14T15:55:37-05:00 2019-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2019-01-01 756669847 The Gulati Family Foundation % Foundation Source GULA 6107101585 144 Stokesay Castle Lane Reading PA 19606 ROSEMARY GULATI president 8008391754 2020-04-09 true Jeffrey D Haskell P01345770 8008391754 68.194.129.137 06391520201355000080 2020-05-14 P 565B94B82B7DD79E579B599B2B0C61959AD1541A D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 2019 2021-04-22 16:20:28Z X 3257719 X 19956 718 718 67659 67659 493742 1256350 493742 582075 562119 0 5882 5882 4700 15650 15650 26232 5882 15650 220700 220700 246932 5882 236350 335143 556237 147934 109007 109007 1969721 2343791 3148712 2117655 2452798 3257719 0 0 X 2117655 2452798 2117655 2452798 2117655 2452798 2117655 335143 2452798 2452798 Publicly-traded Securities 1256350 762608 493742 493742 493742 false 159735 3074897 0.051948 162900 2790784 0.058371 107725 2576269 0.041814 277965 2709336 0.102595 288324 2793012 0.10323 0.357958 0.071592 3064144 219368 5562 224930 236350 X 5562 5562 5562 3700 3700 X 1862 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 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 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 3029168 81638 0 3110806 0 3110806 46662 3064144 153207 153207 5562 5562 147645 147645 147645 236350 0 0 0 0 236350 5562 230788 147645 2017 2016 2015 156559 147702 25999 9630 339890 236350 147645 88705 428595 0 156559 272036 147702 25999 9630 88705 ROSEMARY M GULATI JACK D GULATI X 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 3000 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 3300 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 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Charitable Event 5000 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Endowment Campaign 76000 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Griffin Fund 2500 CLARE OF ASSISI HOUSE INC 325 S 12TH ST READING PA 19602 N/A PC challenge gift 3200 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 18000 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 2500 GREATER PHILADELPHIA YMCA 400 FAYETTE ST STE 250 CONSHOHOCKEN PA 19428 N/A PC charitable event 3000 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 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 1500 MORAVIAN ACADEMY 7 E MARKET ST 2ND FL BETHLEHEM PA 18018 N/A PC Annual Fund 10000 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 1000 PARENT BOOSTER CLUB INC PO BOX 343 ROYERSFORD PA 19468 N/A PC Boys Soccer Program 2500 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 3000 THE HILL SCHOOL 860 BEECH ST POTTSTOWN PA 19464 N/A PC Annual Fund 10000 THE POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES 57 N FRANKLIN ST POTTSTOWN PA 19464 N/A PC Charitable Event 1000 THE SALVATION ARMY 301 S 5TH ST READING PA 19603 N/A PC Charitable Event 5000 TRICOUNTY COMMUNITY NETWORK INC 2151 E HIGH ST STE C POTTSTOWN PA 19464 N/A PC Charitable Event 1000 US CATHOLIC CONF - JOHN PAUL II CTR FOR SPECIAL LE 1092 WELSH RD SHILLINGTON PA 19607 N/A PC Charitable Event 1000 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 1000 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 25000 UPPER PERKIOMEN EDUCATION FOUNDATION 2229 E BUCK RD STE 2 PENNSBURG PA 18073 N/A PC General & Unrestricted 2000 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 1500 220700 14 718 14 67659 18 493742 562119 562119 false false false false false false false false false false X X 1 Royals Charities c/o Raymond Delia 700 Penn St Reading PA 19602 19956 X VANGUARD 500 INDEX FUND ADM 337769 366205 VANGUARD CAPITAL OPPORTUNITY A 208441 380090 VANGUARD EXTENDED MARKET INDEX 66166 100894 VANGUARD INDEX TR VANGUARD TOT 170255 412195 VANGUARD INTERMEDIATE TERM INV 300449 305538 VANGUARD INTERNATIONAL EXPLORE 38370 45919 VANGUARD PRIMECAP FD ADMIRAL 237008 425167 VANGUARD SELECTED VALUE INV 27179 36504 VANGUARD SHORT-TERM BOND INDEX 252 252 VANGUARD SHORT-TERM CORPORATE 99283 99556 VANGUARD TOT INTL BOND IX ADMI 127847 125719 VANGUARD TOTAL INT ST IDX-AD 403249 457398 VANGUARD WINDSOR II FD ADMIRAL 327523 393275 Administrative Fees 15650 15650 Investment Management Services 5882 5882 990-PF Estimated Tax for 2019 3700 990-PF Excise Tax for 2018 1000