2019-05-07T13:56:17-05:00 2018-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2018-01-01 756669847 The Gulati Family Foundation % The Gulati Family Foundation GULA 6107101585 144 Stokesay Castle Lane Reading PA 19606 ROSEMARY GULATI President 6107101585 2019-04-16 true Jeffrey D Haskell P01345770 8008391754 24.187.244.114 06391520191275000057 2019-05-07 P 0B775BB9C0E0C9DA339247063A24C50179569C8E 78D185D94E59032E4B5D677F857013E059842DEA 2018 2019-02-21 02:37:17Z X 2829532 X 0 X 1410 1410 59850 59850 126599 233106 126599 187859 187859 0 1075 0 0 1075 5877 5877 3238 9870 9870 20060 5877 0 10945 148790 148790 168850 5877 0 159735 19009 181982 108534 147934 147934 1990112 1969721 2681598 2098646 2117655 2829532 0 0 2098646 X 2117655 2098646 2117655 2098646 2117655 2098646 19009 2117655 2117655 Publicly-traded Securities 233106 106507 126599 126599 126599 false 162900 2790784 0.058371 107725 2576269 0.041814 277965 2709336 0.102595 288324 2793012 0.10323 220686 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153745 153745 3640 3640 150105 150105 150105 159735 0 0 0 0 159735 159735 150105 2016 2015 2014 82239 156559 147702 25999 412499 159735 150105 9630 422129 0 82239 339890 156559 147702 25999 9630 ROSEMARY M GULATI JACK D GULATI X 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 BOYERTOWN SOCCER CLUB PO BOX 325 GILBERTSVILLE PA 19525 N/A PC General & Unrestricted 10000 BOYERTOWN SOCCER CLUB PO BOX 325 GILBERTSVILLE PA 19525 N/A PC pledge for the TK Memorial Field 10000 CHAINBREAKER 2334 UNIVERSITY AVE W STE 150 ST PAUL MN 55114 N/A PC cancer research 250 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC in support of the Scholarship Gala that raises money for scholarships for incoming students 1000 CHESTNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH 9601 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Charitable Event 2000 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 support fundraising efforts to purchase the building that houses Clare of Assisi House 10000 COLEBROOKDALE RAILROAD PRESERVATION TRUST PO BOX 492 BOYERTOWN PA 19512 N/A PC Challenge Grant 25000 FOUNDATION FOR READING AREA COMMUNITY COLLEGE PO BOX 1706 READING PA 19603 N/A PC Science Campaign 5000 GUADALUPE CENTER INC 509 HOPE CIR IMMOKALEE FL 34142 N/A PC Charitable Event 1000 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 The Golden Age of Hollywood event 500 HOPE RESCUE MISSION OF THE CITY OF READING PA 645 N 6TH ST READING PA 19601 N/A PC to pay for two weeks care for one resident 240 HOPE RESCUE MISSION OF THE CITY OF READING PA 645 N 6TH ST READING PA 19601 N/A PC Charitable Event 500 JACOB KARNCHANAPHATI MEMORIAL TR 2045 CANYON CREEK RD GILBERTSVILLE PA 19525 N/A PC Gold Sponsor of JK 5K 500 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 Annual Fund 10000 MORAVIAN ACADEMY 7 E MARKET ST 2ND FL BETHLEHEM PA 18018 N/A PC Charitable Event 1000 PENN STATE ALUMNI ASSOCIATION 209S BUSINESS BLDG UNIVERSITY PK PA 16802 N/A PC The Gulati Family Foundation Trust Scholarship fund at Smeal School of Business 10000 PHILADELPHIA FREEDOM VALLEY YOUNG MENS CHRISTIAN A 301 W SPRING ST BOYERTOWN PA 19512 N/A PC General & Unrestricted 500 PHILADELPHIA FREEDOM VALLEY YOUNG MENS CHRISTIAN A 301 W SPRING ST BOYERTOWN PA 19512 N/A PC Charitable Event 650 RESOURCES FOR HUMAN DEVELOPMENT INC 4700 WISSAHICKON AVE STE 126 PHILADELPHIA PA 19144 N/A PC JUST Listening program 1000 ROYALS CHARITIES 700 PENN ST READING PA 19602 N/A PC Charitable Event 1250 SENIOR ADULT ACTIVITY CENTER OF THE PHOENIXVILLE A 153 CHURCH ST PHOENIXVILLE PA 19460 N/A PC General & Unrestricted 1000 SPRING-FORD SENIOR HIGH SCHOOL 350 S LEWIS RD ROYERSFORD PA 19468 N/A GOV scholarship fund 3000 THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION PO BOX 781352 PHILADELPHIA PA 19178 N/A PC the Eli and Ella's Prayer Warriors program 500 THE HILL SCHOOL 860 BEECH ST POTTSTOWN PA 19464 N/A PC 2018 Annual Fund 10000 THE SALVATION ARMY 301 S 5TH ST READING PA 19603 N/A PC Charitable Event 5000 UNITED STATES CATHOLIC CONFERENCE - JOHN PAUL II C 1092 WELSH RD SHILLINGTON PA 19607 N/A PC Charitable Event 1000 UNITED STATES CATHOLIC CONFERENCE - ST CATHARINE O 2427 PERKIOMEN AVE READING PA 19606 N/A PC General & Unrestricted 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 YMCA OF READING & BERKS CO 631 WASHINGTON ST READING PA 19601 N/A PC Charitable Event 1500 148790 14 1410 14 59850 18 126599 187859 187859 false false false false false false false false false false Tax Return Preparation/Review 1075 1075 VANGUARD CAPITAL OPPORTUNITY A 160309 276859 VANGUARD EUROPEAN STOCK INDEX 170399 156148 VANGUARD EXTENDED MARKET INDEX 64864 78802 VANGUARD INDEX TR VANGUARD TOT 426173 886995 VANGUARD INTERMEDIATE TERM INV 505198 479222 VANGUARD INTERNATIONAL EXPLORE 37245 37666 VANGUARD PRIMECAP FD ADMIRAL 183363 310710 VANGUARD SELECTED VALUE INV 24652 28180 VANGUARD TOTAL INT ST IDX-AD 106513 122537 VANGUARD WINDSOR II FD ADMIRAL 291005 304479 Administrative Fees 9847 9847 Postage/Delivery Service 23 23 Investment Management Services 5877 5877 990-PF Estimated Tax for 2018 2640 990-PF Excise Tax for 2017 598