Tart-Wald Foundation

990PF • Fiscal year 2020 • EIN 13-6197655

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

613 South Atlantic DriveLantana, 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.

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-11%

Higher net margin than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-0.7%

Faster asset growth than 43% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-17%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$280,538

Down $2,099 (-0.7%) from 2019

Net Assets

Down

$280,538

Down $2,099 (-0.7%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin30th percentile

Revenue

Down

$19,543

Down $3,891 (-17%) from 2019

Expenses

Down

$21,667

Down $783 (-3.5%) from 2019

Net Income

Down

-$2,124

Down $3,108 (-316%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

Highlighted filing

2020

Assets$280,538

Liabilities$0

Net Assets$280,538

Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

Highlighted filing

2020

Revenue$19,543

Expenses$21,667

Net Income-$2,124

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 15, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ALLAN WALD	Fdn Mgr/Trustee	-	$0	-	-
KENNETH WALD	Trustee	-	$0	-	-

Filing and Contact Details

Filer

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

Signing Officer

Name: Alan Wald
Title: Manager/trustee
Phone: 5619633401
Signed: 2021-11-15

Preparer

Firm: Tri Star Management Group Inc
Address: 950 Peninsula Corp Cir 2000, Boca Raton, FL 33487
Preparer: Shawne W Blair CPA
Phone: 5619882004

Raw XML Appendix254 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	CLOSED END FUNDS/EXCH TRADED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	MUTUAL FUNDS
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	17766
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	355324
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ALLAN WALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	KENNETH WALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	FDN MGR/TRUSTEE
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3097
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	17530
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	16350
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	13253
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	UBS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	2505
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2505
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	30
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	25
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	NONDIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt	0	600
TaxesSchedule/TaxesDetail/Amt	1	32
TaxesSchedule/TaxesDetail/Amt	2	100
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	NEW YORK TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	32
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ALAN WALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	MANAGER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5619633401
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	TART-WALD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	TART
ReturnHeader/Filer/EIN	0	136197655
ReturnHeader/Filer/InCareOfNm	0	% THE FOUNDATION
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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/PreparerPersonGrp/PhoneNum	0	5619882004
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SHAWNE W BLAIR CPA
ReturnHeader/ReturnTs	0	2021-11-10T14:34:48-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	ALAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	WALD
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $280,538
Liabilities: $0
Net assets: $280,538
Revenue: $19,543
Expenses: $21,667
Net income: -$2,124

	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