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FOREST PATH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FOREST PATH FOUNDATION (EIN 45-3193824)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-21
IRS object ID
202501419349100010
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-21T11:42:08-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232225005PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES M HOOK & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1224 N DUKE STAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP176022787ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453193824EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOREST PATH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOREBusinessNameControlTxt
Phone7179455745PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1480 NEW HOLLAND AVE SUITE 6205AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17602ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICHOLAS F SELCHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7179515927PhoneNum
Signature2025-05-21SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES K HIGHPreparerPersonNm
PTINP00297826PTIN
Phone7173930213PhoneNum
Preparation2025-05-21PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,334,980FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$15,722InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,722InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,699DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,699DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$96,167NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$283,750GrossSalesPriceAmt
Total Rev And Expnss$137,588TotalRevAndExpnssAmt
Total Net Invst Incm$41,421TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,075AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$764TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,215OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$9,054TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,554TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$215,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$86,966ExcessRevenueOverExpensesAmt
Net Investment Income$41,421NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$490,351SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$390,600SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$393,254SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$502,110CorporateStockBOYAmt
Corporate Stock EOY$480,412CorporateStockEOYAmt
Corporate Stock EOYFMV$906,843CorporateStockEOYFMVAmt
Corporate Bonds EOY$34,483CorporateBondsEOYAmt
Corporate Bonds EOYFMV$34,883CorporateBondsEOYFMVAmt
Total Assets BOY$992,461TotalAssetsBOYAmt
Total Assets EOY$905,495TotalAssetsEOYAmt
Total Assets EOYFMV$1,334,980TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$992,461NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$905,495NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$992,461TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$905,495TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$992,461TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$905,495TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$992,461TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$86,966ExcessRevenueOverExpensesAmt
Subtotal$905,495SubtotalAmt
Tot Net Ast Or Fund Balances EOY$905,495TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$576InvestmentIncomeExciseTaxAmt
Subtotal$576SubtotalAmt
Tax Based On Investment Income$576TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$33EsPenaltyAmt
Tax Due$609TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNICHOLAS F SELCHIndividualWithBooksNm
Phone7179455745PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11048 WHEATLAND AVEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17603ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NICHOLAS F SELCH
1048 WHEATLAND AVELANCASTERPA17603PRESIDENT000.00$0$0$0
L JEAN SELCH
1048 WHEATLAND AVELANCASTERPA17603DIRECTOR, VP000.00$0$0$0
KATHERINE V SELCH
1048 WHEATLAND AVELANCASTERPA17603DIRECTOR000.00$0$0$0
SUSANNA CONTI
1048 WHEATLAND AVELANCASTERPA17603DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1LANCASTER PUBLIC LIBRARYDescription1Txt
Description2LANCASTER CONSERVANCYDescription2Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$924,034AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$438,556FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,362,590TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,362,590AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,439CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,342,151NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,108MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,108MinimumInvestmentReturnAmt
Tax Based On Investment Income$576TaxBasedOnInvestmentIncomeAmt
Total Tax$576TotalTaxAmt
Distributable Before Adj$66,532DistributableBeforeAdjAmt
Distributable Before Ded$66,532DistributableBeforeDedAmt
Distributable As Adjusted$66,532DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,500ExpensesAndContributionsAmt
Qualifying Distributions$215,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,532DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$34,393ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$133,889ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$218,462ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,211ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$423,955TotalExcessDistributionCyovAmt
Qualifying Distributions$215,500QualifyingDistributionsAmt
Applied To Current Year$66,532AppliedToCurrentYearAmt
Remaining Distri From Corpus$148,968RemainingDistriFromCorpusAmt
Total Corpus$572,923TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$572,923ExcessDistriCyovToNextYrAmt
Excess From Year4$34,393ExcessFromYear4Amt
Excess From Year3$133,889ExcessFromYear3Amt
Excess From Year2$218,462ExcessFromYear2Amt
Excess From Year1$37,211ExcessFromYear1Amt
Excess From Current Year$148,968ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LANCASTER PUBLIC LIBRARY
125 N DUKE STLANCASTERPA17602LIBRARY SUPPORT$80,500
LANCASTERLEB LITERACY COUNCIL
407 LAYFAYETTE AVELANCASTERPA17603LITERARY ASSISTANCE$40,000
MIDPENN LEGAL SERVICES
100 N CAMERON STHARRISBURGPA17101LEGAL WORK$20,000
LANCASTER CONSERVANCY
117 S WEST END AVELANCASTERPA17603CONSERVATION$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,722RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,699RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$96,167RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$137,588RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$137,588TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,075Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CVS HEALTH2021-08PURCHASE2024-05$6,181$8,776-$2,595
DIAEGO ADR EACH2021-08PURCHASE2024-04$6,340$8,943-$2,603
GOLDMAN SACHS2021-08PURCHASE2024-08$29,000$29,000
MORGAN STANLEY BK2021-08PURCHASE2024-06$31,000$31,000
PFIZER INC2021-08PURCHASE2024-05$5,453$8,764-$3,311
STATE BK INDIA2021-08PURCHASE2024-10$13,000$13,000
SYNCHRONY BANK CD2021-08PURCHASE2024-07$28,000$28,000
WELLS FARGO BANK2021-08PURCHASE2024-03$40,000$40,000
JM SMUCKER CO2018-03PURCHASE2024-06$16,504$19,400-$2,896
FIFTH THIRD BANCORP1978-08PURCHASE2024-04$68,846$459$68,387
FIFTH THIRD BANCORP1978-08PURCHASE2024-06$17,947$121$17,826
FIFTH THIRD BANCORP1978-08PURCHASE2024-09$21,479$120$21,359

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUS TREASURY SERBondNm
EOY Book Value$34,483EOYBookValueAmt
EOYFMV$34,883EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIFTH THIRD BANCORP$1,207$211,400
ABBOTT LABS$18,434$33,933
AIR PRODUCTS$42,210$58,008
CISCO SYSTEMS$19,534$26,048
EXXON MOBIL$17,255$24,741
JM SMUCKER CO
PAYCHEX$18,271$39,262
STARBUCKS$18,365$29,200
WEC ENERGY GRP$17,967$28,212
MICROSOFT CORP$23,610$63,225
WASTE MANAGEMENT INC$22,625$40,358
ACCENTURE PLC$23,179$35,179
PROFOUND MEDICAL CORP$6,103$2,253
IRON MOUNTAIN INC$10,368$31,533
CAREDX INC$20,544$6,423
MORGAN STANLEY$19,992$35,830
APPLE INC$8,892$15,025
CVS HEALTH CORP
CANADIAN NATL$8,597$8,121
CATERPILLAR INC$8,782$14,510
COCA COLA CO$8,613$9,650
COMCAST CORP$8,761$5,630
CUMMINS INC$8,715$13,247
DIAGEO ADR
DISNEY WALT$13,459$10,578
GOLDMAN SACHS$8,909$12,598
MICROSOFT CORP$14,946$19,389
JOHNSON & JOHNSON$8,670$7,231
LOWES COMPANIES$8,642$11,106
MCDONALDS CORP$8,416$10,146
NOVO NORDISK$8,949$15,484
PFIZER INC
PROCTOR AND GAMBLE$8,676$10,059
QUEST DIAGNOSTICS$8,749$8,750
SMITH AO CORP$8,569$8,185
UNITED PARCEL SVC$8,607$5,675
WALMART INC$8,848$16,263
ALPHABET INC$8,061$11,358
COPART INC$3,924$4,304
PACK CORP OF AMER$3,891$4,503
ISHARES CORE S&P$17,072$19,426

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ACCOUNT FEES$3,682
ACCOUNT FEES$3,533

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$764Amt

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