Tart-Wald Foundation

990PF • Fiscal year 2014 • EIN 13-6197655

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 05, 2015

Organization Profile

613 South Atlantic DriveSuiteLantana, FL 33462

(561) 963-3401

Siviq Scores

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

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

-173%

Higher net margin than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

$500

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

-4.7%

Faster asset growth than 34% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

87%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$317,658

Down $15,738 (-4.7%) from 2013

Net Assets

Down

$317,658

Down $15,738 (-4.7%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin5th percentile

Revenue

$8,147

Up $3,792 (+87%) from 2013

Expenses

Down

$22,267

Down $12,732 (-36%) from 2013

Net Income

-$14,120

Up $16,524 (+54%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2014

Assets$317,658

Liabilities$0

Net Assets$317,658

Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

Highlighted filing

2014

Revenue$8,147

Expenses$22,267

Net Income-$14,120

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Aug 5, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ALLAN WALD	Fdn Mgr/Trustee	-	$500	-	$500
KENNETH WALD	Trustee	-	$500	-	$500

Filing and Contact Details

Filer

Filer Name: Tart-wald Foundation
EIN: 13-6197655
In Care Of: % THE FOUNDATION
Address: 613 SOUTH ATLANTIC DRIVE, Suite, LANTANA, FL 33462

Signing Officer

Name: Allan Wald
Title: Manager/trustee
Signed: 2015-08-05

Preparer

Firm: Tri Star Management Group Inc
Address: 950 Peninsula Corp Cir 2000, Boca Raton, FL 33487

Raw XML Appendix261 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.

Path	#	Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	85455
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	12307
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	2	3700
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	86599
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	223025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	19828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	COMMODITIES
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	38
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IRS990PF/MethodOfAccountingAccrualInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	KENNETH WALD
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	18115
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	18115
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	17751
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	18610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	18115
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	18246
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	17751
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1618
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PP/FMV ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	UBS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OTHER FEES & EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	MAILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	20
TaxesSchedule/TaxesDetail/Amt	0	143
TaxesSchedule/TaxesDetail/Amt	1	100
TaxesSchedule/TaxesDetail/Amt	2	64
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	NEW YORK TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	64
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ALLAN WALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	MANAGER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	TART-WALD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	TART
ReturnHeader/Filer/EIN	0	136197655
ReturnHeader/Filer/InCareOfNm	0	% THE FOUNDATION
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	613 SOUTH ATLANTIC DRIVE
ReturnHeader/Filer/USAddress/AddressLine2Txt	0	Suite
ReturnHeader/Filer/USAddress/CityNm	0	LANTANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Tri Star Management Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	950 Peninsula Corp Cir 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Boca Raton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	33487
ReturnHeader/ReturnTs	0	2015-08-13T09:34:01-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $317,658
Liabilities: $0
Net assets: $317,658
Revenue: $8,147
Expenses: $22,267
Net income: -$14,120

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.82	$0.00	$2.82	$0.20	$0.16	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$2.78	$0.00	$2.78	$0.21	$0.28	$0.08
2022Detailed filing. Detailed filing data is available for this year.	$2.85	$0.00	$2.85	$0.23	$0.25	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$2.86	$0.00	$2.86	$0.25	$0.19	$0.05
2020Detailed filing. Detailed filing data is available for this year.	$2.81	$0.00	$2.81	$0.20	$0.22	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$2.83	$0.00	$2.83	$0.23	$0.22	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$2.81	$0.00	$2.81	$0.29	$0.28	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$2.80	$0.00	$2.80	$0.08	$0.23	$0.14
2016Detailed filing. Detailed filing data is available for this year.	$2.94	$0.00	$2.94	$0.10	$0.25	$0.15
2015Detailed filing. Detailed filing data is available for this year.	$3.10	$0.00	$3.10	$0.18	$0.26	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$3.18	$0.00	$3.18	$0.08	$0.22	$0.14
2013Detailed filing. Detailed filing data is available for this year.	$3.33	$0.00	$3.33	$0.04	$0.35	$0.31
2012Detailed filing. Detailed filing data is available for this year.	$3.65	$0.00	$3.65		$0.20
2011Detailed filing. Detailed filing data is available for this year.	$4.00	$0.00	$4.00		$0.16
2010Detailed filing. Detailed filing data is available for this year.	$4.11	$0.00	$4.10		$0.13