FOREST PATH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FOREST PATH FOUNDATION (EIN 45-3193824)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202221299349101882
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T13:04:39-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232225005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M HOOK & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 N DUKE ST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176022787 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453193824 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOREST PATH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 7179455745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 NEW HOLLAND AVE SUITE 6205 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS F SELCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7179515927 | PhoneNum |
| Signature | 2022-04-22 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NICHOLAS | PersonFirstNm |
| Person Last | SELCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES K HIGH | PreparerPersonNm |
| PTIN | P00297826 | PTIN |
| Phone | 7173930213 | PhoneNum |
| Preparation | 2022-04-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,905,141 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,505 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,505 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,037 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $185,098 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $175,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,559 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,268 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $801 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,125,708 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $773,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $771,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $313,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $613,833 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,133,419 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,439,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,387,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,905,141 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,439,349 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,387,344 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,439,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,387,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,439,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,387,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,439,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,005 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,387,344 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,387,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $383 | SubtotalAmt |
| Tax Based On Investment Income | $383 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $383 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NICHOLAS F SELCH | IndividualWithBooksNm |
| Phone | 7179455745 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1048 WHEATLAND AVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS F SELCH | ||||||||
| 1048 WHEATLAND AVE | LANCASTER | PA | 17603 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| L JEAN SELCH | ||||||||
| 1048 WHEATLAND AVE | LANCASTER | PA | 17603 | DIRECTOR, VP | 000.00 | $0 | $0 | $0 |
| KATHERINE V SELCH | ||||||||
| 1048 WHEATLAND AVE | LANCASTER | PA | 17603 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SUSANNA CONTI | ||||||||
| 1048 WHEATLAND AVE | LANCASTER | PA | 17603 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LANCASTER PUBLIC LIBRARY | Description1Txt |
| Expenses1 | $225,500 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $920,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $562,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $385,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,867,900 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,867,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,839,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,994 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,994 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $383 | TotalTaxAmt |
| Distributable Before Adj | $91,611 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,611 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,611 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $225,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,611 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $49,318 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $34,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $83,711 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $91,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,889 | RemainingDistriFromCorpusAmt |
| Total Corpus | $217,600 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $217,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $49,318 | ExcessFromYear3Amt |
| Excess From Year1 | $34,393 | ExcessFromYear1Amt |
| Excess From Current Year | $133,889 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCASTER PUBLIC LIBRARY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 N DUKE ST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | LIBRARY SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $225,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,505 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,022 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $148,037 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $175,564 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,564 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,268 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AT&T INC | 2018-03 | PURCHASE | 2021-09 | $13,279 | $18,154 | -$4,875 |
| EATON VANCE CORP | 2017-01 | PURCHASE | 2021-03 | $13,842 | $9,120 | $4,722 |
| FIFTH THIRD BANCORP | 1978-08 | PURCHASE | 2021-03 | $105,359 | $725 | $104,634 |
| FIFTH THIRD BANCORP | 1978-08 | PURCHASE | 2021-10 | $43,648 | $242 | $43,406 |
| MORGAN STANLEY | 2019-01 | PURCHASE | 2021-03 | $69 | $69 | |
| WASTE MGMT INC | 2021-08 | PURCHASE | 2021-08 | $8,820 | $8,820 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MB FINANCIAL INC | ||
| FIFTH THIRD BANCORP | $1,908 | $344,045 |
| ABBOTT LABS | $18,434 | $42,222 |
| AIR PRODUCTS | $42,210 | $60,852 |
| AT&T | ||
| CISCO SYSTEMS | $19,534 | $27,883 |
| EATON VANCE | ||
| EXXON MOBIL | $17,255 | $14,074 |
| JM SMUCKER CO | $19,400 | $20,373 |
| PAYCHEX | $18,271 | $38,220 |
| STARBUCKS | $18,365 | $37,430 |
| VANGUARD 500 INDEX | ||
| WEC ENERGY GRP | $17,967 | $29,121 |
| 3M CO | $24,117 | $19,539 |
| JPM EQ INC FD-CL I | ||
| JPM GRWTH ADV FD-CL I | ||
| JPM INTREPID GRWTH FD-CL I | ||
| JPM LARGE CAP VALUE FD-CL I | ||
| MICROSOFT CORP | $23,610 | $50,448 |
| WASTE MANAGEMENT INC | $22,625 | $33,380 |
| ACCENTURE PLC | $23,179 | $41,455 |
| PROFOUND MEDICAL CORP | $6,103 | $3,369 |
| IRON MOUNTAIN INC | $5,927 | $15,699 |
| CAREDX INC | $20,544 | $13,644 |
| HORMEL FOODS | $94,460 | $97,620 |
| MORGAN STANLEY | $19,992 | $27,976 |
| ALPHABET INC | $8,060 | $8,691 |
| APPLE INC | $8,892 | $10,654 |
| CVS HEALTH CORP | $8,776 | $11,348 |
| CANADIAN NATL | $8,597 | $9,829 |
| CATERPILLAR INC | $8,782 | $8,270 |
| COCA COLA CO | $8,613 | $9,178 |
| COMCAST CORP | $8,761 | $7,549 |
| CUMMINS INC | $8,715 | $8,289 |
| DIAGEO ADR | $8,943 | $9,906 |
| DISNEY WALT | $8,619 | $7,745 |
| GOLDMAN SACHS | $8,909 | $8,416 |
| INTEL CORP | $8,626 | $8,240 |
| JOHNSON & JOHNSON | $8,670 | $8,553 |
| LOWES COMPANIES | $8,642 | $11,632 |
| MCDONALDS CORP | $8,416 | $9,382 |
| NOVO NORDISK | $8,949 | $10,080 |
| PFIZER INC | $8,765 | $11,515 |
| PROCTOR AND GAMBLE | $8,676 | $9,815 |
| QUEST DIAGNOSTICS | $8,749 | $10,035 |
| SMITH AO CORP | $8,569 | $10,302 |
| UNITED PARCEL SVC | $8,607 | $9,645 |
| VERIZON COMM. | $8,748 | $8,314 |
| WALMART INC | $8,848 | $8,681 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $801 | Amt |
Comments