Civic Intelligence

C Burr Artz Library

990 • Fiscal year 2015 • EIN 52-0591537

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

Organization ProfileN/A
110 East Patrick StreetFrederick, MD 21701

(301) 694-1630

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

95%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$4,562,091

Down $50,002 (-1.1%) from 2014

Net Assets

Down

$4,559,326

Down $9,593 (-0.2%) from 2014

Liabilities

Down

$2,765

Down $40,409 (-94%) from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin97th percentile

Revenue

Up

$878,552

Up $427,242 (+95%) from 2014

Expenses

Down

$181,278

Down $48,943 (-21%) from 2014

Net Income

Up

$697,274

Up $476,185 (+215%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,740,749Liabilities 2012: $0Net Assets 2012: $3,740,7492012Assets 2013: $4,049,715Liabilities 2013: $3,719Net Assets 2013: $4,045,9962013Assets 2014: $4,612,093Liabilities 2014: $43,174Net Assets 2014: $4,568,9192014Assets 2015: $4,562,091Liabilities 2015: $2,765Net Assets 2015: $4,559,3262015Assets 2016: $4,415,057Liabilities 2016: $0Net Assets 2016: $4,415,0572016Assets 2017: $4,803,018Liabilities 2017: $0Net Assets 2017: $4,803,0182017Assets 2018: $5,013,579Liabilities 2018: $0Net Assets 2018: $5,013,5792018Assets 2019: $5,308,290Liabilities 2019: $0Net Assets 2019: $5,308,2902019Assets 2020: $5,339,890Liabilities 2020: $0Net Assets 2020: $5,339,8902020Assets 2021: $6,397,203Liabilities 2021: $0Net Assets 2021: $6,397,2032021Assets 2022: $5,245,323Liabilities 2022: $0Net Assets 2022: $5,245,3232022Assets 2023: $5,540,085Liabilities 2023: $0Net Assets 2023: $5,540,0852023Assets 2024: $6,068,076Liabilities 2024: $0Net Assets 2024: $6,068,0762024Assets 2025: $6,491,751Liabilities 2025: $0Net Assets 2025: $6,491,7512025

Highlighted filing

2015

Assets$4,562,091
Liabilities$2,765
Net Assets$4,559,326
Open 2015 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500KExpenses 2012: $50,3812012Expenses 2013: $89,6512013Revenue 2014: $451,310Expenses 2014: $230,221Net Income 2014: $221,0892014Revenue 2015: $878,552Expenses 2015: $181,278Net Income 2015: $697,2742015Revenue 2016: -$51,803Expenses 2016: $90,678Net Income 2016: -$142,4812016Revenue 2017: $170,717Expenses 2017: $121,728Net Income 2017: $48,9892017Revenue 2018: $326,038Expenses 2018: $83,760Net Income 2018: $242,2782018Revenue 2019: $314,786Expenses 2019: $106,409Net Income 2019: $208,3772019Revenue 2020: $239,826Expenses 2020: $203,237Net Income 2020: $36,5892020Revenue 2021: $635,544Expenses 2021: $161,605Net Income 2021: $473,9392021Revenue 2022: $222,104Expenses 2022: $148,528Net Income 2022: $73,5762022Revenue 2023: $74,318Expenses 2023: $178,957Net Income 2023: -$104,6392023Revenue 2024: $102,328Expenses 2024: $131,442Net Income 2024: -$29,1142024Revenue 2025: $420,680Expenses 2025: $132,251Net Income 2025: $288,4292025

Highlighted filing

2015

Revenue$878,552
Expenses$181,278
Net Income$697,274
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$878,552
Mission and Program Overview

Mission

Operational support for the c. Burr artz library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,388,260$4,355,852▼ $32,408
Accounts Receivable$193,802$192,487▼ $1,315
Cash and Non-Interest-Bearing Accounts$30,031$13,752▼ $16,279
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,612,093$4,562,091▼ $50,002
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$42,174$2,765▼ $39,409
Deferred Revenue$1,000--
Total Liabilities$43,174$2,765▼ $40,409
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,835,788$2,835,162▼ $626
Unrestricted Net Assets$1,715,889$1,705,555▼ $10,334
Temporarily Rstr Net Assets$17,242$18,609▲ $1,367
Total Net Assets Fund Balance$4,568,919$4,559,326▼ $9,593
Total Liabilities and Net Assets / Fund Balance$4,612,093$4,562,091▼ $50,002

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,202$4,202
Equipment-$3,724$3,724

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,581,372-▲ $128,755$4,614$4,548,338
2013$4,020,534-▲ $678,202$2,650$4,581,372
2012$3,713,036-▲ $417,204$23,567$4,020,534
2011$3,631,946-▲ $147,176$2,569$3,713,036
2010$3,094,373-▲ $659,268-$3,631,946
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Edmond B GregoryTrustee
Robert MarshTrustee
William S RhoadsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$16,528
Program Service Revenue
$0
Investment Income
$858,473
Other Revenue
$3,551
All Other Contributions
$16,528
Change in Net Assets
$697,274

Audited Revenue Reconciliation

Revenue per Audited Statements
$861,377
Revenue Not Reported on Financial Statements
$17,175
Revenue Not Reported on Form 990
$-729,691
Total Revenue per Audited Statements
$131,686
Total Revenue per Form 990
$878,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$118,678
Other Expenses$62,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$118,678--$118,678
Fees for Services Accounting-$6,900-$6,900
Other Expenses$1,050--$1,050
All Other Expenses$62$119-$181
Total Functional Expenses$174,259$7,019$0$181,278

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$181,278
Total Expenses per Audited Statements$181,278
Total Expenses per Form 990$181,278
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
C Burr Artz LibraryFrederick, MD-The Misssion of the Trust Is to Support the Central Library$118,678
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,550
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the 990 is provided to the Board of Trustees in advance of the signing and a member of the Board of Trustees with experience in financial matters reviews the Form 990 in its entirety. That Board member reports back to the other two trustees who, after discussion of any issues, authorize the member who reviewed the Form 990 to sign the form and file it timely.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents related to the Trust are available at the Frederick County Courthouse. The financial statements and tax filings are available at the C. Burr Artz branch of the Frederick County Public Library System, retained there under a Memorandum of Understanding between the Trust and the Library System. Any request to see the financial statements or tax filings of the Trust are communicated by the library staff to a Trustee, usually via e-mail, and the Trustees then undertake to satisfy the request in accordance with laws and regulations.”

Filing and Contact Details

Filer

Filer Name
C Burr Artz Trust
EIN
52-0591537
Phone
3016941630
Address
110 EAST PATRICK STREET, FREDERICK, MD 21701

Signing Officer

Name
Edmond B Gregory
Title
Trustee
Signed
2015-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
1934
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Linton Shafer Warfield & Garrett PA CPAs
Address
201 Thomas Johnson Drive, Frederick, MD 21702
Preparer
Barbara J Roman
Phone
3016629200
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in value kolb perpetual trust = -$626”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Investment Advisory Fees = -$17175”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Unrealized loss on investments = -$729066”

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“The collections are held for exhibition to the public and are protected, cared for, and preserved. The paintings and valuables are subject to a policy that states that any proceeds from the sale of collection items will be reinvested in other collection items. The most recent appraised value of the thomas johnson portrait is $2,250,000 and $224,190 for the ceramics, paintings, and other collectibles.”

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds were established as a result of a private bequest, incorporated under the laws of the state of maryland. The trust is organized exclusively to support the operations of c. Burr artz central library, a branch of the frederick county public libraries system.”

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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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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0522005433
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0C BURR ARTZ LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt017175
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04581372
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04548338
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0128755
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04614
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt018814
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04020534
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04581372
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt095900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0678202
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02650
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt016139
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03713036
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04020534
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt070000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0417204
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt023567
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt018517
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03631946
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03713036
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt045000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0147176
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02569
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt016695
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03094373
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03631946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0105000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0659268
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03724
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03724
IRS990ScheduleD/ExpensesSubtotalAmt0181278
IRS990ScheduleD/InvestmentExpensesNotIncldAmt017175
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-729691
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04202
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04202
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt0-729691
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt017175
IRS990ScheduleD/RevenueSubtotalAmt0861377
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COLLECTIONS ARE HELD FOR EXHIBITION TO THE PUBLIC AND ARE PROTECTED, CARED FOR, AND PRESERVED. THE PAINTINGS AND VALUABLES ARE SUBJECT TO A POLICY THAT STATES THAT ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS WILL BE REINVESTED IN OTHER COLLECTION ITEMS. THE MOST RECENT APPRAISED VALUE OF THE THOMAS JOHNSON PORTRAIT IS $2,250,000 AND $224,190 FOR THE CERAMICS, PAINTINGS, AND OTHER COLLECTIBLES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ENDOWMENT FUNDS WERE ESTABLISHED AS A RESULT OF A PRIVATE BEQUEST, INCORPORATED UNDER THE LAWS OF THE STATE OF MARYLAND. THE TRUST IS ORGANIZED EXCLUSIVELY TO SUPPORT THE OPERATIONS OF C. BURR ARTZ CENTRAL LIBRARY, A BRANCH OF THE FREDERICK COUNTY PUBLIC LIBRARIES SYSTEM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalExpensesPerForm990Amt0181278
IRS990ScheduleD/TotalRevenuePerForm990Amt0878552
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0131686
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0181278
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0118678
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE MISSSION OF THE TRUST IS TO SUPPORT THE CENTRAL LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0C BURR ARTZ LIBRARY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,562,091
Liabilities
$2,765
Net assets
$4,559,326
Revenue
$878,552
Expenses
$181,278
Net income
$697,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.00$6.49$0.42$0.13$0.29
2024Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.10$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.07$0.18$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.22$0.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.64$0.16$0.47
2020Summary only. Only limited summary data is available for this year.$5.34$0.00$5.34$0.24$0.20$0.04
2019Summary only. Only limited summary data is available for this year.$5.31$0.00$5.31$0.31$0.11$0.21
2018Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.33$0.08$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.17$0.12$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.05$0.09$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.88$0.18$0.70
2014Detailed filing. Detailed filing data is available for this year.$4.61$0.04$4.57$0.45$0.23$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.00$4.05$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.00$3.74$0.05