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FOREST PATH FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FOREST PATH FOUNDATION (EIN 45-3193824)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-18
IRS object ID
202100779349100410
Schema version
2020v4.0
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)
Return2021-03-18T14:55:39-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-03-13SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNICHOLASPersonFirstNm
Person LastSELCHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES K HIGHPreparerPersonNm
PTINP00297826PTIN
Phone7173930213PhoneNum
Preparation2021-03-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,833,446FMVAssetsEOYAmt
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$268InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$268InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,163DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,163DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$54,313NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$345,837GrossSalesPriceAmt
Total Rev And Expnss-$26,882TotalRevAndExpnssAmt
Total Net Invst Incm$27,431TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,110TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,085TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,285TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$120,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$149,167ExcessRevenueOverExpensesAmt
Net Investment Income$27,431NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$952,271CashBOYAmt
Cash EOY$1,125,708CashEOYAmt
Cash EOYFMV$1,125,802CashEOYFMVAmt
Corporate Stock BOY$636,245CorporateStockBOYAmt
Corporate Stock EOY$313,641CorporateStockEOYAmt
Corporate Stock EOYFMV$707,644CorporateStockEOYFMVAmt
Total Assets BOY$1,588,516TotalAssetsBOYAmt
Total Assets EOY$1,439,349TotalAssetsEOYAmt
Total Assets EOYFMV$1,833,446TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,588,516NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,439,349NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,588,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,439,349TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,588,516TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,439,349TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,588,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$149,167ExcessRevenueOverExpensesAmt
Subtotal$1,439,349SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,439,349TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$381InvestmentIncomeExciseTaxAmt
Subtotal$381SubtotalAmt
Tax Based On Investment Income$381TaxBasedOnInvestmentIncomeAmt
Tax Due$381TaxDueAmt

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$60,000Expenses1Amt
Description2LITERACY COUNCILDescription2Txt
Expenses2$45,000Expenses2Amt
Description3MILAGRO HOUSEDescription3Txt
Expenses3$15,200Expenses3Amt

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$1,000,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$750,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,750,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,750,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,250CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,723,750NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,188MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,188MinimumInvestmentReturnAmt
Tax Based On Investment Income$381TaxBasedOnInvestmentIncomeAmt
Total Tax$381TotalTaxAmt
Distributable Before Adj$85,807DistributableBeforeAdjAmt
Distributable Before Ded$85,807DistributableBeforeDedAmt
Distributable As Adjusted$85,807DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,200ExpensesAndContributionsAmt
Qualifying Distributions$120,200QualifyingDistributionsAmt
Adjusted Qualifying Distri$120,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,807DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$49,318ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$49,318TotalExcessDistributionCyovAmt
Qualifying Distributions$120,200QualifyingDistributionsAmt
Applied To Current Year$85,807AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,393RemainingDistriFromCorpusAmt
Total Corpus$83,711TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$83,711ExcessDistriCyovToNextYrAmt
Excess From Year2$49,318ExcessFromYear2Amt
Excess From Current Year$34,393ExcessFromCurrentYearAmt

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$60,000
LITERARY COUNCIL OF LANCASTER-LEBAN
407 LAYFAYETTE STREETLANCASTERPA17603LITERACY SUPPORT$45,000
MILAGRO HOUSE
669 W CHESTNUT STLANCASTERPA17603SUPPORT FOR HOMELESS WOMEN$15,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$268RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$27,163RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$54,313RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$26,882RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$26,882TotalIncomeProducingActyAmt

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$975Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
JPM INTREPID GROWTH2019-04PURCHASE2020-02$52,455$50,000$2,455
JPM GRWTH ADVANTAGE2019-07PURCHASE2020-03$55,326$70,000-$14,674
JPM EQ INC FD2019-07PURCHASE2020-03$37,233$50,471-$13,238
JPM LARGE CAP VALUE2019-07PURCHASE2020-03$45,554$70,365-$24,811
VANGUARD 500 INDEX-ADM2019-07PURCHASE2020-03$42,950$56,936-$13,986
VANGUARD 500 INDEX-ADM2019-07PURCHASE2020-03$85,800$101,895-$16,095
FIFTH THIRD BANCORP1978-08PURCHASE2020-03$26,519$483$26,036

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MB FINANCIAL INC
FIFTH THIRD BANCORP$2,874$328,083
ABBOTT LABS$18,434$32,847
AIR PRODUCTS$42,210$54,644
AT&T$18,156$14,092
CISCO SYSTEMS$19,534$19,690
EATON VANCE$19,992$33,286
EXXON MOBIL$17,255$9,481
JM SMUCKER CO$19,400$17,340
PAYCHEX$18,271$26,090
STARBUCKS$18,365$34,234
VANGUARD 500 INDEX
WEC ENERGY GRP$17,967$27,609
3M CO$24,117$19,227
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$33,363
WASTE MANAGEMENT INC$22,625$23,586
ACCENTURE PLC$23,179$26,121
PROFOUND MEDICAL CORP$1,725$2,056
IRON MOUNTAIN INC$5,927$5,895

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$1,110Amt

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