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FOREST PATH FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FOREST PATH FOUNDATION (EIN 45-3193824)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-09
IRS object ID
201901299349101855
Schema version
2018v3.1
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)
Return2019-05-09T14:32:30-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-04-29SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES K HIGHPreparerPersonNm
PTINP00297826PTIN
Phone7173930213PhoneNum
Preparation2019-04-29PreparationDt
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)
IP2019-05-09IPDt
IP Tm14:32:30IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id88E1D53053DC6DE11F7AEE58E40CCA8358DABD09AtSubmissionCreationDeviceId
At Submission Filing Device IdAB51976BA3ABFAB334D0AE0083BA16D8FD382A69AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,843,513FMVAssetsEOYAmt
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$1,862InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,862InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,669DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,669DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,856NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,716GrossSalesPriceAmt
Total Rev And Expnss$20,675TotalRevAndExpnssAmt
Total Net Invst Incm$29,531TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$327TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,277TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$186,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$186,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$187,277TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$186,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$166,602ExcessRevenueOverExpensesAmt
Net Investment Income$29,531NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,122,495CashBOYAmt
Cash EOY$690,081CashEOYAmt
Cash EOYFMV$690,081CashEOYFMVAmt
Corporate Stock BOY$397,452CorporateStockBOYAmt
Corporate Stock EOY$656,827CorporateStockEOYAmt
Corporate Stock EOYFMV$1,153,432CorporateStockEOYFMVAmt
Total Assets BOY$1,519,947TotalAssetsBOYAmt
Total Assets EOY$1,346,908TotalAssetsEOYAmt
Total Assets EOYFMV$1,843,513TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,519,947UnrestrictedBOYAmt
Unrestricted EOY$1,346,908UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,519,947TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,346,908TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,519,947TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,346,908TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,519,947TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$166,602ExcessRevenueOverExpensesAmt
Subtotal$1,353,345SubtotalAmt
Other Decreases$6,437OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,346,908TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$179,259AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,167,000NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.082722DistributionYr1Rt
Adjusted Qlfy Distri Yr2$88,643AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,023,558NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043806DistributionYr2Rt
Adjusted Qlfy Distri Yr3$94,664AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,847,741NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051232DistributionYr3Rt
Adjusted Qlfy Distri Yr4$64,535AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,793,115NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035990DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,480,712NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033768DistributionYr5Rt
Total Distribution0.247518TotalDistributionRt
Average Distribution0.049504AverageDistributionRt
Net Vl Noncharitable Assets$1,961,135NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$97,084AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$295NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$97,379AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$186,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$295InvestmentIncomeExciseTaxAmt
Subtotal$295SubtotalAmt
Tax Based On Investment Income$295TaxBasedOnInvestmentIncomeAmt
Tax Due$295TaxDueAmt

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
2344 MILLENNIUM LANERESTONVA20191DIRECTOR000.00$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$1,085,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$906,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,991,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,991,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,865CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,961,135NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,057MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,057MinimumInvestmentReturnAmt
Tax Based On Investment Income$295TaxBasedOnInvestmentIncomeAmt
Total Tax$295TotalTaxAmt
Distributable Before Adj$97,762DistributableBeforeAdjAmt
Distributable Before Ded$97,762DistributableBeforeDedAmt
Distributable As Adjusted$97,762DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$186,000ExpensesAndContributionsAmt
Qualifying Distributions$186,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$295PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$185,705AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$97,762DistributableAsAdjustedAmt
Undistributed Income PY$13,364UndistributedIncomePYAmt
Qualifying Distributions$186,000QualifyingDistributionsAmt
Applied To Year1$13,364AppliedToYear1Amt
Applied To Current Year$97,762AppliedToCurrentYearAmt
Remaining Distri From Corpus$74,874RemainingDistriFromCorpusAmt
Total Corpus$74,874TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$74,874ExcessDistriCyovToNextYrAmt
Excess From Current Year$74,874ExcessFromCurrentYearAmt

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$160,000
SOUTHEAST LANCASTER HEALTH
304 N WATER STREETLANCASTERPA17603HEALTH CARE$26,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$186,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,862RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$27,669RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$8,856RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,675RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,675TotalIncomeProducingActyAmt

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 (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
100SH ALLERGAN PLC2015-06PURCHASE2018-02$16,840$30,669-$13,829
100SS COSTCO WHOLESALE CORP2015-06PURCHASE2018-02$18,876$13,903$4,973

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MB FINANCIAL INC$352,880$871,860
COSTCO WHLSLE CORP
ALLERGAN PLC
ABBOTT LABS$18,434$21,699
AIR PRODUCTS$18,120$17,605
AT&T$18,156$13,985
CISCO SYSTEMS$19,533$19,065
EATON VANCE$17,828$11,258
EXXON MOBIL$17,255$15,684
JM SMUCKER CO$19,400$14,024
PAYCHEX$18,271$18,242
STARBUCKS$18,366$20,608
VANGUARD 500 INDEX$101,895$93,382
WEC ENERGY GRP$17,967$20,778
3M CO$18,722$15,242

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECREASE IN BOOK VALUEDesc
Amt$6,437Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$327Amt

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