2024-04-11T13:05:09-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 756669847 The Gulati Family Foundation % Foundation Source GULA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Loretta Anne Gulati President 8008391754 2024-04-09 true Loretta Anne Gulati 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 3542008 X 602367 2016 2016 53066 53066 46634 449622 46634 704083 101716 46000 46000 5384 5384 5326 862 153 556 16156 16156 73728 5537 62712 269100 269100 342828 5537 331812 361255 96179 190878 173069 173069 2311343 2690407 3368939 2502221 2863476 3542008 0 0 X 2502221 2863476 2502221 2863476 2502221 2863476 2502221 361255 2863476 2863476 Publicly-traded Securities 449622 402988 46634 46634 46634 1337 1337 1337 1000 0 1000 X 0 337 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 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 5000 0 0 Jack D Gulati Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 5000 0 0 Jennifer Gulati Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec, Treas 1.0 5000 0 0 Loretta Gulati Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, VP, Pres 1.0 5000 0 0 Michael E Gulati Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 5000 0 0 Owen R Gulati Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 5000 0 0 Rosemary M Gulati Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Pres 8.0 6000 0 0 J David Gulati II Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, VP 1.0 5000 0 0 J David Gulati III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 5000 0 0 2786833 107890 0 2894723 0 2894723 43421 2851302 142565 142565 1337 1337 141228 141228 141228 331812 0 0 0 0 331812 141228 2021 2020 2019 9630 88705 67112 155820 177520 498787 331812 141228 190584 689371 0 9630 679741 88705 67112 155820 177520 190584 Jack D Gulati Rosemary M Gulati X AERIE AFRICA INC 17 BELAMOUR DR WASHINGTON CROSSING PA 18977 N/A PC General & Unrestricted 3000 ALLEN AMERICANS FOUNDATION 700 CENTRAL EXPY S STE 400 ALLEN TX 75013 N/A PC Charitable Event 25000 AMERICAN CHILDHOOD CANCER ORGANIZATION PO BOX 498 KENSINGTON MD 20895 N/A PC Jake's Dragon Foundation 2000 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 CAFE OF LIFE INC PO BOX 367794 BONITA SPGS FL 34136 N/A PC General & Unrestricted 500 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 General & Unrestricted 500 CMS FOUNDATION 11201 SANDY GROVE AVE LAS VEGAS NV 89144 N/A PC General & Unrestricted 1000 CRANALEITH SPIRITUAL CENTER 13475 PROCTOR RD PHILADELPHIA PA 19116 N/A PC Renovation of Cranaleith Spiritual Center Historic Building 1000 GREATER PHILADELPHIA YOUNG MENS CHRISTIAN ASSOCIAT 400 FAYETTE ST STE 250 CONSHOHOCKEN PA 19428 N/A PC Charitable Event 25000 GREATER PHILADELPHIA YOUNG MENS CHRISTIAN ASSOCIAT 400 FAYETTE ST STE 250 CONSHOHOCKEN PA 19428 N/A PC Charitable Event 8000 GUADALUPE CENTER INC 2640 GOLDEN GATE PKWY STE 205 NAPLES FL 34105 N/A PC General & Unrestricted 1000 GWYNEDD-MERCY ACADEMY 1345 SUMNEYTOWN PIKE LOWER GWYNEDD PA 19002 N/A PC Annual Fund 1000 GWYNEDD-MERCY ACADEMY 1345 SUMNEYTOWN PIKE LOWER GWYNEDD PA 19002 N/A PC General & Unrestricted 100000 HOPE RESCUE MISSION OF THE CITY OF READING PA 645 N 6TH ST READING PA 19601 N/A PC General & Unrestricted 1000 KEYSTONE HOSPICE 8765 STENTON AVE GLENSIDE PA 19038 N/A PC General & Unrestricted 20600 PENNSYLVANIA STATE UNIVERSITY 2583 GATEWAY DR STE 130 BRISTOL PL ONE STATE COLLEGE PA 16801 N/A GOV Smeal School Scholarship fund 10000 PERKIOMEN SCHOOL 200 SEMINARY ST PENNSBURG PA 18073 N/A PC Annual Fund 15000 PURE ENCOURAGEMENT INC 1579 RACHEL AVE SE PALM BAY FL 32909 N/A PC General & Unrestricted 12000 SPRING CITY AMERICAN LEGION BASEBALL PO BOX 504 ROYERSFORD PA 19468 N/A PC General & Unrestricted 500 SPRING-FORD SENIOR HIGH SCHOOL 350 S LEWIS ROAD ROYERSFORD PA 19468 N/A GOV Scholarship Fund 3000 ST CATHARINE OF SIENA 2427 PERKIOMEN AVE READING PA 19606 N/A PC General & Unrestricted 1250 ST LEO THE GREAT CATHOLIC CHURCH 28290 BEAUMONT RD BONITA SPRINGS FL 34134 N/A PC General & Unrestricted 1250 STEEL CITY BLUES SOCIETY PO BOX 553 PHOENIXVILLE PA 19460 N/A PC Charitable Event 1000 THE HILL SCHOOL 860 BEECH ST POTTSTOWN PA 19464 N/A PC Annual Fund 10000 THE SALVATION ARMY 301 SOUTH FIFTH ST READING PA 19603 N/A PC General & Unrestricted 1000 UBUNTU FOOTBALL 8817 BRYSON BEND DR CHARLOTTE NC 28277 N/A PC General & Unrestricted 3000 UNITED STATES CATHOLIC CONFERENCE - JOHN PAUL II C 1092 WELSH RD SHILLINGTON PA 19607 N/A PC General & Unrestricted 500 UNITED STATES FUND FOR UNICEF 125 MAIDEN LN 10TH FLR NEW YORK NY 10038 N/A PC To aid victims of earthquakes in Syria and Turkey 500 VILLANOVA UNIVERSITY 800 E LANCASTER AVE VILLANOVA PA 19085 N/A PC to purchase New lockers for baseball team locker room 3000 VILLANOVA UNIVERSITY 800 E LANCASTER AVE VILLANOVA PA 19085 N/A PC Charitable Event 2000 Y2 BELIEVE INC 16295 S TAMIAMI TRL STE 195 FORT MYERS FL 33908 N/A PC General & Unrestricted 5000 YMCA OF READING & BERKS CO 631 WASHINGTON ST READING PA 19601 N/A PC Charitable Event 1500 269100 14 2016 14 53066 18 46634 101716 101716 false false false false false false false false false false X X 1 Gulati Jack D 23722 Pebble Pointe Lane Estero FL 34135 602367 X 1 VANGUARD TOTAL INT ST IDX-AD VTIAX, 7070.707 sh. 217000 2023-12-22 1 VANGUARD TOTAL STOCK MARKET ETF VTI, 559.8767 sh. 133017 2023-12-26 1 VANGUARD S&P 500 ETF VOO, 577.7908 sh. 252350 2023-12-26 VANGUARD ADVICE SE;ECT INTL GR 107362 138627 VANGUARD ADVICE SELECT DIVIDEN 260801 299991 VANGUARD ADVICE SELECT GLOBAL 109178 130912 VANGUARD CAPITAL OPPORTUNITY A 558160 822302 VANGUARD EXTENDED MARKET INDEX 69389 134966 VANGUARD INDEX TR VANGUARD TOT 110552 299097 VANGUARD INTERMEDIATE TERM INV 80402 81779 VANGUARD NTL CORE STOCK ADMIRA 111559 133696 VANGUARD S&P 500 ETF 252350 252379 VANGUARD SHORT-TERM CORPORATE 35872 36734 VANGUARD TOT INTL BOND IX ADMI 92887 94553 VANGUARD TOTAL BOND MARKET IND 229363 239618 VANGUARD TOTAL INT ST IDX-AD 539515 571471 VANGUARD TOTAL STOCK MARKET ET 133017 132814 Administrative Fees 16156 16156 Investment Management Services 5384 5384 990-PF Estimated Tax for 2023 1000 990-PF Excise Tax for 2022 4326