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FOREST PATH FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FOREST PATH FOUNDATION (EIN 45-3193824)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202341299349103634
Schema version
2022v5.0
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)
Return2023-05-09T09:37:24-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNICHOLASPersonFirstNm
Person LastSELCHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES K HIGHPreparerPersonNm
PTINP00297826PTIN
Phone7173930213PhoneNum
Preparation2023-05-08PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,428,431FMVAssetsEOYAmt
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$10,897InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,897InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,556DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,556DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,012NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,614GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$75CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$36,441TotalRevAndExpnssAmt
Total Net Invst Incm$39,528TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$11LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$84TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,486OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10,631TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$300,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$300,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$310,631TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$274,190ExcessRevenueOverExpensesAmt
Net Investment Income$39,528NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$773,511SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$498,665SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$480,814SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$613,833CorporateStockBOYAmt
Corporate Stock EOY$614,489CorporateStockEOYAmt
Corporate Stock EOYFMV$947,617CorporateStockEOYFMVAmt
Total Assets BOY$1,387,344TotalAssetsBOYAmt
Total Assets EOY$1,113,154TotalAssetsEOYAmt
Total Assets EOYFMV$1,428,431TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,387,344NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,113,154NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,387,344TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,113,154TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,387,344TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,113,154TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,387,344TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$274,190ExcessRevenueOverExpensesAmt
Subtotal$1,113,154SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,113,154TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$75CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$549InvestmentIncomeExciseTaxAmt
Subtotal$549SubtotalAmt
Tax Based On Investment Income$549TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$562TaxDueAmt

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
Expenses1$225,000Expenses1Amt
Description2LANCASTER CONSERVANCYDescription2Txt
Expenses2$50,000Expenses2Amt
Description3LANCASTER LEBANON LITERACY COUNCILDescription3Txt
Expenses3$25,000Expenses3Amt

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$1,040,500AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$626,250FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,666,750TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,666,750AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,001CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,641,749NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,087MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,087MinimumInvestmentReturnAmt
Tax Based On Investment Income$549TaxBasedOnInvestmentIncomeAmt
Total Tax$549TotalTaxAmt
Distributable Before Adj$81,538DistributableBeforeAdjAmt
Distributable Before Ded$81,538DistributableBeforeDedAmt
Distributable As Adjusted$81,538DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,000ExpensesAndContributionsAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$81,538DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$49,318ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$34,393ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$133,889ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$217,600TotalExcessDistributionCyovAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt
Applied To Current Year$81,538AppliedToCurrentYearAmt
Remaining Distri From Corpus$218,462RemainingDistriFromCorpusAmt
Total Corpus$436,062TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$436,062ExcessDistriCyovToNextYrAmt
Excess From Year4$49,318ExcessFromYear4Amt
Excess From Year2$34,393ExcessFromYear2Amt
Excess From Year1$133,889ExcessFromYear1Amt
Excess From Current Year$218,462ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LANCASTER PUBLIC LIBRARY
125 N DUKE STLANCASTERPA17602LIBRARY SUPPORT$225,000
LANCASTER CONSERVANCY
117 S WEST END AVELANCASTERPA17603LAND CONSERVANCY$50,000
LANCASTERLEB LITERACY COUNCIL
407 LAYFAYETTE AVELANCASTERPA17603LITERARY ASSISTANCE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$300,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,897RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,556RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,012RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$36,441RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,441TotalIncomeProducingActyAmt

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$1,050Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
INTEL CORP2021-08PURCHASE2022-08$5,536$8,626-$3,090
NEOGEN CORP2020-01PURCHASE2022-10$3$3

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIFTH THIRD BANCORP$1,908$259,199
ABBOTT LABS$18,434$32,937
AIR PRODUCTS$42,210$61,652
CISCO SYSTEMS$19,534$20,961
EXXON MOBIL$17,255$25,369
JM SMUCKER CO$19,400$23,769
PAYCHEX$18,271$32,357
STARBUCKS$18,365$31,744
WEC ENERGY GRP$17,967$28,128
3M CO$22,363$12,232
MICROSOFT CORP$23,610$35,973
WASTE MANAGEMENT INC$22,625$31,376
ACCENTURE PLC$23,179$26,684
PROFOUND MEDICAL CORP$6,103$3,267
IRON MOUNTAIN INC$10,368$14,955
CAREDX INC$20,544$3,423
HORMEL FOODS$94,460$91,100
MORGAN STANLEY$19,992$24,231
APPLE INC$8,892$7,796
CVS HEALTH CORP$8,776$10,251
CANADIAN NATL$8,597$9,510
CATERPILLAR INC$8,782$9,582
COCA COLA CO$8,613$9,860
COMCAST CORP$8,761$5,246
CUMMINS INC$8,715$9,207
DIAGEO ADR$8,943$8,019
DISNEY WALT$13,459$8,254
GOLDMAN SACHS$8,909$7,554
INTEL CORP
JOHNSON & JOHNSON$8,670$8,832
LOWES COMPANIES$8,642$8,966
MCDONALDS CORP$8,416$9,224
NOVO NORDISK$8,949$12,181
PFIZER INC$8,765$9,992
PROCTOR AND GAMBLE$8,676$9,094
QUEST DIAGNOSTICS$8,749$9,074
SMITH AO CORP$8,569$6,869
UNITED PARCEL SVC$8,607$7,823
VERIZON COMM.$8,748$6,304
WALMART INC$8,848$8,507
NEOGEN CORP$1,754$822
ALPHABET INC$8,061$5,293

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$11LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ACCOUNT FEES$4,381
ACCOUNT FEES$5,105

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$84Amt

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