Civic Intelligence

The Katherine B Clagett Charitable Trust

990PF • Fiscal year 2012 • EIN 20-7194792

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 26, 2013

Organization Profile
12001 Old Marlboro Pike20772
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$324,990

Flat from 2012

Net Assets

$311,635

No earlier filing loaded for comparison.

Liabilities

Flat

$13,355

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$17,121

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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: $13,355Net Assets 2012: $311,6352012Assets 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

2012

Assets$324,990
Liabilities$13,355
Net Assets$311,635
Open 2012 Filing

Operations Trend

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

$30K$20K$10K$0-$10K-$20KExpenses 2011: $16,1002011Expenses 2012: $17,1212012Revenue 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

2012

Revenue-
Expenses$17,121
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 26, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-RELIGOUS & SOCIAL ASSISTANCE501 (C)(3)DURANGO, CO, US$3,339
Paid Grant-SOCIAL ASSISTANCE501(C)(3)SILVER SPRINGS, MD, US$3,339
Paid Grant-SOCIAL ASSISTANCE501 (C)(3)UPPER MARLBORO, MD, US$3,338
Paid Grant-CARE OF TERMINALLY ILL501 (C)(3)ANNAPOLIS, MD, US$2,989
Paid Grant-PATIENT HEALTH SUPPORT501 (C)(3)AQUASCO, MD, US$350
Filing and Contact Details

Filer

EIN
20-7194792
Raw XML Appendix310 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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CompensationExplanation/Compensation/PersonName1ALICE B CLAGETT
CompensationExplanation/Compensation/PersonName2ELIZABETH M CLAGETT
CompensationExplanation/Compensation/PersonName3HUGH C CLAGETT
CompensationExplanation/Compensation/PersonName4JOHN CARR
CompensationExplanation/Compensation/PersonName5JON D JACOBS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode381301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode420904
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013355
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/QualifyingDistributions013355
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus013355
IRS990PF/UndistributedIncome/TotalCorpus013355
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1PRINTED CHECKS
OtherExpensesSchedule/OtherExpenses/Description2ANNUAL SERVICE FEES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks021
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1300
OtherIncreasesSchedule/OtherIncreases/Amount013
OtherIncreasesSchedule/OtherIncreases/Description0PRINCIPAL TRANSFER
TaxesSchedule/Taxes/Amount02195
TaxesSchedule/Taxes/Category0TAX ON INVESTMENT INCOME
TaxesSchedule/Taxes/NetInvestmentIncome02195
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-06-26
ReturnHeader/Officer/Name0KATHLEEN C CARR
ReturnHeader/Officer/Phone03016278035
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-07-03
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HARVEY MATTINGLY 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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-03T12:47:48-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$324,990
Liabilities
$13,355
Net assets
$311,635
Revenue
-
Expenses
$17,121
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
2012Detailed filing. Detailed filing data is available for this year.$3.25$0.13$3.12$0.17
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