2023-05-12T10:51:04-07:00 2022-12-31 521831645 Asher Financial Services 5060 Dorsey Hall Dr Suite 205 Ellicott City MD 21042 990PF 2022-01-01 207194792 The Katherine B Clagett Charitable Trust KATH 3017178352 12001 Old Marlboro Pike Upper Marlboro MD 20772 John Carr Trustee 3017178352 2023-03-12 true John Carr XXX-XX-XXXX true David S Asher CPA P00242341 4433194222 2023-05-12 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 240968 X X 6 6 8050 8050 9990 31820 0 0 1971 1895 20017 9951 0 3804 0 94 0 219 219 4117 219 0 11550 11550 15667 219 11550 4350 9732 75940 46287 46287 0 0 169366 202149 194681 0 0 0 0 0 0 245306 248436 240968 12770 11550 0 0 0 0 12770 11550 X 232536 236886 232536 236886 245306 248436 232536 4350 236886 236886 135 0 135 0 135 0 135 0 false false false false false false false true true MD true true false false false true N/A John Carr 3017178352 12001 Old Marlboro Pike Upper Marlboro MD 20772 false false false false false false false false false false false false false false false false false false false false false Kathleen C Carr 12001 Old Marlboro Pike Upper Marlboro MD 20772 Trustee 0.00 0 0 0 Elizabeth M Clagett 25 Gables Road New Bern NC 28562 Trustee 0.00 0 0 0 Hugh C Clagett 27 Forest Spring Drive Stuarts Draft VA 24477 Trustee 0.00 0 0 0 John Carr 12001 Old Marlboro Pike Upper Marlboro MD 20772 Trustee 0.00 0 0 0 Jon D Jacobs 612 E Front Street New Bern NC 28560 Trustee 0.00 0 0 0 NONE 0 NONE 0 None 0 None 0 0 189920 61114 0 251034 0 251034 3766 247268 12363 X 0 11550 0 11550 0 0 0 0 0 0 0 11550 0 11550 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 11550 12770 10220 10431 44971 11550 12770 10220 10431 44971 8242 8334 8383 9642 34601 NA NA X John C Carr 12001 Old Marlboro Pike Upper Marlboro MD 20772 3016278035 N/A N/A N/A St Judes Children's Hospital 501 St Judes Pl Memphis TN 38105 501(c)(3) Cure/Prevent pediatric diseases 1500 The Arc of Southern MD 355 W Dares Beach Rd Prince Frederick MD 20678 501(c)(3) Developmental Disabilities 1600 Hospice of the Chesapeake 90 Ritchie Hwy Pasadena MD 21122 501(c)(3) Care of Terminally Ill 1425 Food Bank Central & Eastern NC 1924 Capital Blvd Raleigh NC 27604 501(c)(3) Meeting Human Needs 2000 American Red Cross PO Box 37839 Boone IA 50037 501(c)(3) Prevent Human Suffering In Emergencies 200 The Tunnel to Towers Foundation 2361 Hylan Blvd Staten Is NY 10306 501(c)(3) Meeting Human Needs 200 Coastal Womens Shelter 1333 Glenburnie Rd New Bern NC 28561 501(c)(3) Meeting Human Needs 850 Blue Ridge Area Food Bank 96 Laurel Hill Rd Verona VA 24482 501(c)(3) Meeting Human Needs 1500 Cat's Cradle Shelter PO Box 2128 Harrisonburg VA 22801 501(c)(3) Shelter for cats and kittens 850 Chesapeake Bay Foundation 6 Herndon Ave Annapolis MD 21403 501(c)(3) Restore and protect the bay 1425 11550 14 6 14 8050 14 9990 Capital Gain Distributions 14 1349 CG diff between stmt and 1099 14 546 Return of Fed P&I 14 76 20017 20017 N/A N/A false false false false false false false false false false Asher Financial Services Tax Preparation 3050 Mattingly & Assn Tax Preparation 754 1.562 shs Abrdn Australia Equity Fd Inc Purchased 8 8 0 200 shs Campbell Soup 2022-04 Purchased 2022-07 9383 9305 78 100 shs Energy Sel Sect Spdr Fd 2020-11 Purchased 2022-03 7144 4103 3041 200 shs Exxon Mobil Corp 2020-11 Purchased 15285 8414 6871 Various equities 157611 161872 Fixed income securities 29466 24454 Alternatives 15072 8355 MS Annual fee 175 175 Foreign Tax Paid 44 44 LT Capital Gain Distr 1349 1349 CGD & Div Tax-Book Diff 546 546 Fed Tax/Pen/Int Refund 76 0 2021 Federal Tax 94