BETA

FOREST PATH FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FOREST PATH FOUNDATION (EIN 45-3193824)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-09
IRS object ID
202012539349100716
Schema version
2019v5.0
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)
Return2020-09-09T12:20:32-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Phone7172997254PhoneNum
Signature2020-09-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES K HIGHPreparerPersonNm
PTINP00297826PTIN
Phone7173930213PhoneNum
Preparation2020-09-09PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.76.116.149IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-09IPDt
IP Tm12:20:32IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE61F79DD69DC9C757A3D9D24238840C52B46EF35AtSubmissionCreationDeviceId
At Submission Filing Device Id0B8930E986FAC23A55ACE249E17B0E19D245840AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,081,549FMVAssetsEOYAmt
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$5,519InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,519InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,078DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,078DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$269,256NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$646,040GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,364CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$312,853TotalRevAndExpnssAmt
Total Net Invst Incm$54,961TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$295TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,245TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,245TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$241,608ExcessRevenueOverExpensesAmt
Net Investment Income$54,961NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$690,081CashBOYAmt
Cash EOY$952,271CashEOYAmt
Cash EOYFMV$952,291CashEOYFMVAmt
Corporate Stock BOY$656,827CorporateStockBOYAmt
Corporate Stock EOY$636,245CorporateStockEOYAmt
Corporate Stock EOYFMV$1,129,258CorporateStockEOYFMVAmt
Total Assets BOY$1,346,908TotalAssetsBOYAmt
Total Assets EOY$1,588,516TotalAssetsEOYAmt
Total Assets EOYFMV$2,081,549TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,346,908NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,588,516NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,346,908TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,588,516TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,346,908TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,588,516TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,346,908TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$241,608ExcessRevenueOverExpensesAmt
Subtotal$1,588,516SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,588,516TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$11,364CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$185,705AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,961,135NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.094693DistributionYr1Rt
Adjusted Qlfy Distri Yr2$179,259AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,167,000NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.082722DistributionYr2Rt
Adjusted Qlfy Distri Yr3$88,643AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,023,558NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043806DistributionYr3Rt
Adjusted Qlfy Distri Yr4$94,664AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,847,741NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051232DistributionYr4Rt
Adjusted Qlfy Distri Yr5$64,535AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,793,115NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.035990DistributionYr5Rt
Total Distribution0.308443TotalDistributionRt
Average Distribution0.061689AverageDistributionRt
Net Vl Noncharitable Assets$1,933,093NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$119,251AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$550NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$119,801AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$70,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,099InvestmentIncomeExciseTaxAmt
Subtotal$1,099SubtotalAmt
Tax Based On Investment Income$1,099TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$11EsPenaltyAmt
Tax Due$1,110TaxDueAmt

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
405 N MULBERRY STLANCASTERPA17603DIRECTOR000.00$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 HEALTH CENTERDescription2Txt

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$1,141,345AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$821,186AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,962,531TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,962,531AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,438CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,933,093NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,655MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,655MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,099TaxBasedOnInvestmentIncomeAmt
Total Tax$1,099TotalTaxAmt
Distributable Before Adj$95,556DistributableBeforeAdjAmt
Distributable Before Ded$95,556DistributableBeforeDedAmt
Distributable As Adjusted$95,556DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,000ExpensesAndContributionsAmt
Qualifying Distributions$70,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$70,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,556DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$74,874ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$74,874TotalExcessDistributionCyovAmt
Qualifying Distributions$70,000QualifyingDistributionsAmt
Applied To Current Year$70,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$25,556ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$25,556ExcessDistributionCyovAppCYAmt
Total Corpus$49,318TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$49,318ExcessDistriCyovToNextYrAmt
Excess From Year1$49,318ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LANCASTER PUBLIC LIBRARY
125 N DUKE STLANCASTERPA17602LIBRARY SUPPORT$60,000
CENTRAL PA FOOD BANK
3908 COREY RDHARRISBURGPA17109FEEDING NEEDY$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,519RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38,078RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$269,256RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$312,853RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$312,853TotalIncomeProducingActyAmt

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$950Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
127 SH EATON VANCE CORP2019-05PURCHASE2019-05$5,128$5,159-$31
320 SH EATON VANCE CORP2018-03PURCHASE2019-05$12,920$17,828-$4,908
1000 SH FIFTH THIRD BANCORP1978-08PURCHASE2019-04$26,041$166$25,875
9000 SH FIFTH THIRD BANCORP1978-08PURCHASE2019-04$235,322$1,492$233,830
5000 SH FIFTH THIRD BANCORP1978-08PURCHASE2019-07$145,147$1,208$143,939
3000 SH FIFTH THIRD BANCORP1978-08PURCHASE2019-11$88,318$725$87,593
22000 SH MB FINANCIAL INC1978-08PURCHASE2019-03$121,800$350,206-$228,406

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MB FINANCIAL INC
FIFTH THIRD BANCORP$3,357$427,286
ABBOTT LABS$18,434$26,058
AIR PRODUCTS$18,120$25,848
AT&T$18,156$19,149
CISCO SYSTEMS$19,533$21,102
EATON VANCE$19,992$22,878
EXXON MOBIL$17,255$16,049
JM SMUCKER CO$19,400$15,620
PAYCHEX$18,271$23,817
STARBUCKS$18,366$28,135
VANGUARD 500 INDEX$158,831$180,510
WEC ENERGY GRP$17,967$27,669
3M CO$24,117$19,406
JPM EQ INC FD-CL I$50,471$55,550
JPM GRWTH ADV FD-CL I$70,000$71,803
JPM INTREPID GRWTH FD-CL I$50,000$48,948
JPM LARGE CAP VALUE FD-CL I$70,365$75,775
MICROSOFT CORP$23,610$23,655

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationCOVID 19 TIMELINE DID NOT REALIZE EXTENSION DATE WAS JULY 15ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$295Amt

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