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FOREST PATH FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FOREST PATH FOUNDATION (EIN 45-3193824)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-11
IRS object ID
201701319349101915
Schema version
2016v3.0
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)
Return2017-05-11T13:32:52-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES K HIGHPreparerPersonNm
PTINP00297826PTIN
Phone7173930213PhoneNum
Preparation2017-05-11PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdAB51976BA3ABFAB334D0AE0083BA16D8FD382A69AtSubmissionCreationDeviceId
At Submission Filing Device IdAB51976BA3ABFAB334D0AE0083BA16D8FD382A69AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,378,160FMVAssetsEOYAmt
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$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,655DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,655DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$157,540NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$158,502GrossSalesPriceAmt
Total Rev And Expnss$193,204TotalRevAndExpnssAmt
Total Net Invst Incm$35,664TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$336TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,286TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$89,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$89,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$90,286TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$102,918ExcessRevenueOverExpensesAmt
Net Investment Income$35,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$64,688CashBOYAmt
Cash EOY$168,568CashEOYAmt
Cash EOYFMV$168,568CashEOYFMVAmt
Corporate Stock BOY$1,043,933CorporateStockBOYAmt
Corporate Stock EOY$1,042,971CorporateStockEOYAmt
Corporate Stock EOYFMV$2,209,592CorporateStockEOYFMVAmt
Total Assets BOY$1,108,621TotalAssetsBOYAmt
Total Assets EOY$1,211,539TotalAssetsEOYAmt
Total Assets EOYFMV$2,378,160TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,108,621UnrestrictedBOYAmt
Unrestricted EOY$1,211,539UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,108,621TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,211,539TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,108,621TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,211,539TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,108,621TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$102,918ExcessRevenueOverExpensesAmt
Subtotal$1,211,539SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,211,539TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$94,664AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,847,741NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051232DistributionYr1Rt
Adjusted Qlfy Distri Yr2$64,535AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,793,115NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035990DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,480,712NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.033768DistributionYr3Rt
Adjusted Qlfy Distri Yr4$42,895AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,106,236NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038776DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$1,036,304NetVlNoncharitableAssetsYr5Amt
Total Distribution0.159766TotalDistributionRt
Average Distribution0.039942AverageDistributionRt
Net Vl Noncharitable Assets$2,023,558NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$80,825AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$357NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$81,182AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$89,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$357InvestmentIncomeExciseTaxAmt
Subtotal$357SubtotalAmt
Tax Based On Investment Income$357TaxBasedOnInvestmentIncomeAmt
Tax Due$357TaxDueAmt

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 M SELCH
4403 OAK CREEK CTFAIRFAXVA22033DIRECTOR000.00$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$1,937,746AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$116,628AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,054,374TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,054,374AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,816CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,023,558NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,178MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,178MinimumInvestmentReturnAmt
Tax Based On Investment Income$357TaxBasedOnInvestmentIncomeAmt
Total Tax$357TotalTaxAmt
Distributable Before Adj$100,821DistributableBeforeAdjAmt
Distributable Before Ded$100,821DistributableBeforeDedAmt
Distributable As Adjusted$100,821DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,000ExpensesAndContributionsAmt
Qualifying Distributions$89,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$357PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$88,643AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,821DistributableAsAdjustedAmt
Undistributed Income PY$73,106UndistributedIncomePYAmt
Qualifying Distributions$89,000QualifyingDistributionsAmt
Applied To Year1$73,106AppliedToYear1Amt
Applied To Current Year$15,894AppliedToCurrentYearAmt
Undistributed Income CY$84,927UndistributedIncomeCYAmt

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$83,000
MILAGRO HOUSE
669 W CHESTNUT STLANCASTERPA17603WOMENS HEALTH$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$89,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$35,655RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$157,540RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$193,204RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$193,204TotalIncomeProducingActyAmt

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
MB FINANCIAL1978-08PURCHASE2016-04$70,643$481$70,162
MB FINANCIAL1978-08PURCHASE2016-12$87,859$481$87,378

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MB FINANCIAL INC$998,399$2,172,580
COSTCO WHLSLE CORP$13,903$16,011
ALLERGAN PLC$30,669$21,001

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$336Amt

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