BETA

FOREST PATH FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FOREST PATH FOUNDATION (EIN 45-3193824)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349102703
Schema version
2017v2.3
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)
Return2018-05-14T13:14:25-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES K HIGHPreparerPersonNm
PTINP00297826PTIN
Phone7173930213PhoneNum
Preparation2018-05-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,136,905FMVAssetsEOYAmt
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$61InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,635DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,635DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,096,324NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,102,095GrossSalesPriceAmt
Total Rev And Expnss$1,129,020TotalRevAndExpnssAmt
Total Net Invst Incm$32,696TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$357TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,307TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,586ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,586ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$180,893TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$179,586TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$948,127ExcessRevenueOverExpensesAmt
Net Investment Income$32,696NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$168,568CashBOYAmt
Cash EOY$1,122,495CashEOYAmt
Cash EOYFMV$1,122,495CashEOYFMVAmt
Corporate Stock BOY$1,042,971CorporateStockBOYAmt
Corporate Stock EOY$397,452CorporateStockEOYAmt
Corporate Stock EOYFMV$1,014,410CorporateStockEOYFMVAmt
Total Assets BOY$1,211,539TotalAssetsBOYAmt
Total Assets EOY$1,519,947TotalAssetsEOYAmt
Total Assets EOYFMV$2,136,905TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,211,539UnrestrictedBOYAmt
Unrestricted EOY$1,519,947UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,211,539TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,519,947TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,211,539TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,519,947TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,211,539TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$948,127ExcessRevenueOverExpensesAmt
Subtotal$2,159,666SubtotalAmt
Other Decreases$639,719OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,519,947TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$88,643AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,023,558NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043806DistributionYr1Rt
Adjusted Qlfy Distri Yr2$94,664AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,847,741NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051232DistributionYr2Rt
Adjusted Qlfy Distri Yr3$64,535AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,793,115NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.035990DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,480,712NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.033768DistributionYr4Rt
Adjusted Qlfy Distri Yr5$42,895AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,106,236NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038776DistributionYr5Rt
Total Distribution0.203572TotalDistributionRt
Average Distribution0.040714AverageDistributionRt
Net Vl Noncharitable Assets$2,167,000NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$88,227AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$327NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$88,554AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$179,586QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$327InvestmentIncomeExciseTaxAmt
Subtotal$327SubtotalAmt
Tax Based On Investment Income$327TaxBasedOnInvestmentIncomeAmt
Tax Due$327TaxDueAmt

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

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
Description2MILAGRO HOUSEDescription2Txt

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$2,000,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$200,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,200,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,200,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,167,000NetVlNoncharitableAssetsAmt
Minimum Investment Return$108,350MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$108,350MinimumInvestmentReturnAmt
Tax Based On Investment Income$327TaxBasedOnInvestmentIncomeAmt
Total Tax$327TotalTaxAmt
Distributable Before Adj$108,023DistributableBeforeAdjAmt
Distributable Before Ded$108,023DistributableBeforeDedAmt
Distributable As Adjusted$108,023DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$179,586ExpensesAndContributionsAmt
Qualifying Distributions$179,586QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$327PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$179,259AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108,023DistributableAsAdjustedAmt
Undistributed Income PY$84,927UndistributedIncomePYAmt
Qualifying Distributions$179,586QualifyingDistributionsAmt
Applied To Year1$84,927AppliedToYear1Amt
Applied To Current Year$94,659AppliedToCurrentYearAmt
Undistributed Income CY$13,364UndistributedIncomeCYAmt

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$155,000
MILAGRO HOUSE
669 W CHESTNUT STLANCASTERPA17603WOMENS HEALTH$4,586
SOUTHEAST LANCASTER HEALTH
304 N WATER STREETLANCASTERPA17603HEALTH CARE$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,586TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$61RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,635RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,096,324RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,129,020RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,129,020TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
AssetMB FINANCIALAssetDesc
Acquired1978-08AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$1,102,095GrossSalesPriceAmt
Basis$5,771BasisAmt
Total Net$1,096,324TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MB FINANCIAL INC$352,880$1,014,410
COSTCO WHLSLE CORP$13,903
ALLERGAN PLC$30,669

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECREASE IN BOOK VALUEDesc
Amt$639,719Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$357Amt

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