Civic Intelligence

The Halfway Rock Foundation Co Eunice J Panetta

990PF • Fiscal year 2018 • EIN 04-3542326

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Organization Profile
33 Harbor StreetManchester, MA 01944

(617) 253-3289

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-311%

Higher net margin than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

57th percentile

2.4%

Faster asset growth than 57% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

7.7%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,004,523

Up $71,020 (+2.4%) from 2017

Net Assets

Up

$3,004,523

Up $71,020 (+2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Up

$72,948

Up $5,225 (+7.7%) from 2017

Expenses

Down

$299,953

Down $213,770 (-42%) from 2017

Net Income

Up

-$227,005

Up $218,995 (+49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $4,761,944Liabilities 2010: $0Net Assets 2010: $4,761,9442010Assets 2011: $4,615,990Liabilities 2011: $0Net Assets 2011: $4,615,9902011Assets 2012: $4,219,614Liabilities 2012: $0Net Assets 2012: $4,219,6142012Assets 2013: $4,214,089Liabilities 2013: $0Net Assets 2013: $4,214,0892013Assets 2014: $4,222,340Liabilities 2014: $0Net Assets 2014: $4,222,3402014Assets 2015: $3,838,321Liabilities 2015: $0Net Assets 2015: $3,838,3212015Assets 2016: $3,408,597Liabilities 2016: $0Net Assets 2016: $3,408,5972016Assets 2017: $2,933,503Liabilities 2017: $0Net Assets 2017: $2,933,5032017Assets 2018: $3,004,523Liabilities 2018: $0Net Assets 2018: $3,004,5232018Assets 2019: $2,441,176Liabilities 2019: $0Net Assets 2019: $2,441,1762019Assets 2020: $2,270,114Liabilities 2020: $0Net Assets 2020: $2,270,1142020Assets 2021: $2,040,801Liabilities 2021: $0Net Assets 2021: $2,040,8012021Assets 2022: $1,879,947Liabilities 2022: $0Net Assets 2022: $1,879,9472022Assets 2023: $1,575,049Liabilities 2023: $0Net Assets 2023: $1,575,0492023Assets 2024: $1,444,031Liabilities 2024: $0Net Assets 2024: $1,444,0312024Assets 2025: $1,298,222Liabilities 2025: $1,210Net Assets 2025: $1,297,0122025

Highlighted filing

2018

Assets$3,004,523
Liabilities$0
Net Assets$3,004,523
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $569,8042010Expenses 2011: $552,9472011Expenses 2012: $478,9882012Revenue 2013: $526,509Expenses 2013: $529,882Net Income 2013: -$3,3732013Revenue 2014: $217,916Expenses 2014: $437,291Net Income 2014: -$219,3752014Revenue 2015: $385,152Expenses 2015: $583,214Net Income 2015: -$198,0622015Revenue 2016: $192,298Expenses 2016: $521,793Net Income 2016: -$329,4952016Revenue 2017: $67,723Expenses 2017: $513,723Net Income 2017: -$446,0002017Revenue 2018: $72,948Expenses 2018: $299,953Net Income 2018: -$227,0052018Revenue 2019: $396,509Expenses 2019: $529,840Net Income 2019: -$133,3312019Revenue 2020: $58,069Expenses 2020: $285,871Net Income 2020: -$227,8022020Revenue 2021: $67,134Expenses 2021: $279,690Net Income 2021: -$212,5562021Revenue 2022: $33,509Expenses 2022: $256,101Net Income 2022: -$222,5922022Revenue 2023: $3,075Expenses 2023: $302,203Net Income 2023: -$299,1282023Revenue 2024: $82,122Expenses 2024: $188,360Net Income 2024: -$106,2382024Revenue 2025: $96,018Expenses 2025: $178,320Net Income 2025: -$82,3022025

Highlighted filing

2018

Revenue$72,948
Expenses$299,953
Net Income-$227,005
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eunice J PanettaTrustee-$0--
Vincent J PanettaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Halfway Rock Foundation
EIN
04-3542326
Phone
6172533289
Address
33 Harbor Street, Manchester, MA 01944

Signing Officer

Name
Eunice J Panetta
Title
Trustee
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
R David Wheeler CPA Pc
Address
458 Boston Street 1st Floor Suite 2, Topsfield, MA 01983
Preparer
R David Wheeler
Phone
9788873384
Raw XML AppendixShowing 400 of 428 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Morgan Stanley Private Markets Fund I
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5North Haven Capital Partners
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.550774
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0218832
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0218832
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06172533289
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt332038
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Enhance on-line resources/Annual Benefit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Musical Instrument Acquisitions/Patron Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Annual Fund/Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Annual Giving/Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Christopher Wolff Fund/Endowed Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Public Community Good
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Public Community Good
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Public Community Good
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Public Community Good
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Academy of American Poets
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Museum of Fine Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Waring School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Trustees of Reservations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Harvard University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5The Gloucester Adventure Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Financial Services Volunteer Corps
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Ceres
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Panetta Institute for Public Policy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt075 Maiden Lane Suite 901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1465 Huntington Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt235 Standley St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3396 Moose Hill Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4124 Mount Auburn Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54 Harbor Loop PO Box 1306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610 East 53rd St 36th Fl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt799 Chauncy Street 6th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8100 Campu Ctr Bldg 86e
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Beverly
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Sharon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Gloucester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Seaside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201915
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501931
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd702111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd893955
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0218832
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0143259
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0143259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0279308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0233838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0301264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0131526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0166191
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0166191
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01021509
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0279308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0233838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0301264
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0131526
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0218832
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075573
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01187700
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01112127
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Eunice C Panetta
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt033 Harbor Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Manchester
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001944
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Distribution Receivable-MSPMF1
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03922
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03922
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Forester Partners Portfolio Exp
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Morgan Stanley Private Markets Fund I LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3North Haven Capital Partners VI
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt078
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt142129
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2690
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt34254
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt078
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt142129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2690
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34254
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Forester Ptnrs II
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Forester Ptnrs II (UBTI)
OtherIncomeSchedule2/OtherIncomeDetail/Desc2M.S. Private Mk
OtherIncomeSchedule2/OtherIncomeDetail/Desc3M.S. Private Mk (UBTI)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-26771
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt135
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-26771
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-598
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt235
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt37
TaxesSchedule/TaxesDetail/Amt01240
TaxesSchedule/TaxesDetail/CategoryTxt0Forrester Partners Foreign Tax

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,004,523
Liabilities
$0
Net assets
$3,004,523
Revenue
$72,948
Expenses
$299,953
Net income
-$227,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.10$0.18$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.08$0.19$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.00$0.30$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.03$0.26$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.07$0.28$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.06$0.29$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.40$0.53$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.07$0.30$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.07$0.51$0.45
2016Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.19$0.52$0.33
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.39$0.58$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.22$0.44$0.22
2013Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.53$0.53$0.00
2012Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.48
2011Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.55
2010Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.57