Civic Intelligence

The Katherine B Clagett Charitable Trust

990PF • Fiscal year 2011 • EIN 20-7194792

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 13, 2012

Organization Profile
12001 Old Marlboro Pike20772
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets72nd percentile

Assets

$342,893

No earlier filing loaded for comparison.

Net Assets

$328,710

No earlier filing loaded for comparison.

Liabilities

$14,183

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$16,100

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $342,893Liabilities 2011: $14,183Net Assets 2011: $328,7102011Assets 2012: $324,990Liabilities 2012: $13,3552012Assets 2014: $296,754Liabilities 2014: $12,158Net Assets 2014: $284,5962014Assets 2015: $285,342Liabilities 2015: $11,550Net Assets 2015: $273,7922015Assets 2016: $274,412Liabilities 2016: $11,190Net Assets 2016: $263,2222016Assets 2018: $257,500Liabilities 2018: $10,140Net Assets 2018: $247,3602018Assets 2019: $252,780Liabilities 2019: $10,501Net Assets 2019: $242,2792019Assets 2020: $246,542Liabilities 2020: $10,220Net Assets 2020: $236,3222020Assets 2021: $245,306Liabilities 2021: $12,770Net Assets 2021: $232,5362021Assets 2022: $248,436Liabilities 2022: $11,550Net Assets 2022: $236,8862022Assets 2023: $245,932Liabilities 2023: $12,250Net Assets 2023: $233,6822023Assets 2024: $247,900Liabilities 2024: $11,980Net Assets 2024: $235,9202024

Highlighted filing

2011

Assets$342,893
Liabilities$14,183
Net Assets$328,710
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KExpenses 2011: $16,1002011Revenue 2012: $33Expenses 2012: $17,121Net Income 2012: -$17,0882012Revenue 2014: $33Expenses 2014: $13,288Net Income 2014: -$13,2552014Revenue 2015: $1,896Expenses 2015: $12,700Net Income 2015: -$10,8042015Revenue 2016: $1,777Expenses 2016: $12,347Net Income 2016: -$10,5702016Revenue 2018: $4,869Expenses 2018: $11,327Net Income 2018: -$6,4582018Revenue 2019: $6,581Expenses 2019: $11,662Net Income 2019: -$5,0812019Revenue 2020: $5,492Expenses 2020: $11,449Net Income 2020: -$5,9572020Revenue 2021: $9,578Expenses 2021: $13,364Net Income 2021: -$3,7862021Revenue 2022: $20,017Expenses 2022: $15,667Net Income 2022: $4,3502022Revenue 2023: $13,280Expenses 2023: $16,484Net Income 2023: -$3,2042023Revenue 2024: $16,590Expenses 2024: $14,352Net Income 2024: $2,2382024

Highlighted filing

2011

Revenue-
Expenses$16,100
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 13, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN C CARRTrusteePT$0--
ALICE B CLAGETTTrusteePT$0--
ELIZABETH M CLAGETTTrusteePT$0--
HUGH C CLAGETTTrusteePT$0--
JOHN CARRTrusteePT$0--
JON D JACOBSTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SOCIAL ASSISTANCE501 (C)(3)UPPER MARLBORO, MD, US$3,546
Paid Grant-FOOD FOR NEEDY501 (C)(3 )KERONA, VA, US$3,546
Paid Grant-RELIGOUS & SOCIAL ASSISTANCE501 (C)(3)DURANGO, CO, US$3,545
Paid Grant-CARE OF TERMINALLY ILL501 (C)(3)ANNAPOLIS, MD, US$3,196
Paid Grant-PATIENT HEALTH SUPPORT501 (C)(3)AQUASCO, MD, US$350
Filing and Contact Details

Filer

EIN
20-7194792
Raw XML Appendix314 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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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING & TAXES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01917
CompensationExplanation/Compensation/PersonName0KATHLEEN C CARR
CompensationExplanation/Compensation/PersonName1ALICE B CLAGETT
CompensationExplanation/Compensation/PersonName2ELIZABETH M CLAGETT
CompensationExplanation/Compensation/PersonName3HUGH C CLAGETT
CompensationExplanation/Compensation/PersonName4JOHN CARR
CompensationExplanation/Compensation/PersonName5JON D JACOBS
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome017
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/RelatedOrExemptFunctionIncome0210409
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0210426
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0210426
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01917
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps014183
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss014183
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0194326
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm017
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss017
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0208509
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0210409
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0210409
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01917
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0210426
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IRS990PF/BalanceSheets/CapitalStockBOY0134384
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IRS990PF/BalanceSheets/CashBOY071808
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0134384
IRS990PF/BalanceSheets/TotalNetAssetsEOY0328710
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0328710
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0134384
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0328710
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment016
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02085
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue02101
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0342893
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0550393
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0207500
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0342893
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0342893
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn010375
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0207500
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0550393
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition020.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition120.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition220.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition320.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition420.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition520.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KATHLEEN C CARR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ALICE B CLAGETT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ELIZABETH M CLAGETT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3HUGH C CLAGETT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JOHN CARR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5JON D JACOBS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1012001 OLD MARLBORO PIKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine118557 CAPISTRANO AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine128703 STOCKTON PKWY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13297 FOREST SPRING DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1412001 MARLBORO PIKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine158703 STOCKTON PKWY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0UPPER MARLBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WEST HILLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2ALEXANDRIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3STUARTS DRAFT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4UPPER MARLBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5ALEXANDRAI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode020772
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode191304
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode222308
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode324477
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode420772
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode522308
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total0114
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year30114
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total097
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year3097
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear014183
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total057287
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year1014436
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IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40407766
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2013225
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3015200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4020625
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.175996
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions012098
IRS990PF/QualifyingDistributions/ExpensesAndContributions014183
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm02085
IRS990PF/QualifyingDistributions/QualifyingDistributions014183
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JOHN C CARR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03016278035
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1012001 OLD MARLBORO PIKE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine20OLD MARLBOR PIKE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0UPPER MARLBORO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode020772
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0MD
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03546
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13196
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23546
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3350
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount43545
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SOCIAL ASSISTANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CARE OF TERMINALLY ILL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FOOD FOR NEEDY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3PATIENT HEALTH SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4RELIGOUS & SOCIAL ASSISTANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501 (C)(3 )
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0WOMEN OF TRINITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1HOSPICE OF CHESAPEAK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2BLUE RIDGE AREA FOOD BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3COMMUNITY SUPPORT SYSTEMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4GRACELIGHT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1014519 CHURCH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11445 DEFENSE HGWY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1296 LAUREL HILL ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13P O BOX 206
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14415 SUNSET HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0UPPER MARLBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ANNAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2KERONA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3AQUASCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4DURANGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode020772
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode121401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode224480
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode320608
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode481301
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear014183
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/QualifyingDistributions014183
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus014183
IRS990PF/UndistributedIncome/TotalCorpus014183
OtherAssetsSchedule/OtherAssets/BOYBookValue077011
OtherAssetsSchedule/OtherAssets/Description0ANNUITIES
OtherIncomeSchedule2/OtherIncome/Description0ANNUITY
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0210409
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0210409
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0207194792
ReturnHeader/Filer/Name/BusinessNameLine10THE KATHERINE B CLAGETT CHARITABLE
ReturnHeader/Filer/Name/BusinessNameLine20TRUST
ReturnHeader/Filer/NameControl0KATH
ReturnHeader/Filer/Phone03016278035
ReturnHeader/Filer/USAddress/AddressLine1012001 OLD MARLBORO PIKE
ReturnHeader/Filer/USAddress/City0UPPER MARLBORO
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode020772
ReturnHeader/Officer/DateSigned02012-11-13
ReturnHeader/Officer/Name0KATHLEEN C CARR
ReturnHeader/Officer/Phone03016278035
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-11-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HARVEY T MATTINGLY JR CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104807 CRAIN HIGHWAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0UPPER MARLBORO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode020772
ReturnHeader/Preparer/Name0HARVEY T MATTINGLY CPA
ReturnHeader/Preparer/Phone03015740060
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T15:16:49-06:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,893
Liabilities
$14,183
Net assets
$328,710
Revenue
-
Expenses
$16,100
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.12$2.36$0.17$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.12$2.34$0.13$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.12$2.37$0.20$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.13$2.33$0.10$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.10$2.36$0.05$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.11$2.42$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.58$0.10$2.47$0.05$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.74$0.11$2.63$0.02$0.12$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.85$0.12$2.74$0.02$0.13$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.12$2.85$0.00$0.13$0.13
2012Summary only. Only limited summary data is available for this year.$3.25$0.13$0.00$0.17$0.17
2011Detailed filing. Detailed filing data is available for this year.$3.43$0.14$3.29$0.16