2025-05-01T09:30:10-07:00 2024-12-31 521831645 Asher Financial Services 5060 Dorsey Hall Dr Suite 205 Ellicott City MD 21042 990PF 2024-01-01 207194792 The Katherine B Clagett Charitable Trust KATH 3017178352 12001 Old Marlboro Pike Upper Marlboro MD 20772 John Carr Trustee 3017178352 2025-04-28 true true David S Asher CPA P00242341 4433194222 2025-05-01 2024 2025-03-06 01:10:19Z X 253530 X X 4 4 9784 9784 6070 53751 0 0 732 732 16590 10520 0 1975 0 149 0 248 248 2372 248 0 11980 11980 14352 248 11980 2238 10272 43904 48162 48162 0 0 202028 199738 205368 0 0 0 0 0 0 245932 247900 253530 12250 11980 0 0 0 0 12250 11980 X 233682 235920 233682 235920 245932 247900 233682 2238 235920 235920 143 0 143 0 143 0 143 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 202024 46033 0 248057 0 248057 3721 244336 12217 X 0 11980 0 11980 0 0 0 0 0 343 343 11980 0 11980 0 237 237 106 0 0 0 0 0 106 0 0 0 106 0 X 0 0 0 0 0 11980 12250 11550 12770 48550 11980 12250 11550 12770 48550 8145 7938 8242 8334 32659 NA NA X John C Carr 12001 Old Marlboro Pike Upper Marlboro MD 20772 3016278035 N/A N/A N/A The Arc of Southern MD 355 W Dares Beach Rd Prince Frederick MD 20678 501(c)(3) Developmental Disabilities 1900 Hospice of the Chesapeake 90 Ritchie Hwy Pasadena MD 21122 501(c)(3) Care of Terminally Ill 1900 The Tunnel to Towers Foundation 2361 Hylan Blvd Staten Is NY 10306 501(c)(3) Meeting Human Needs 250 Blue Ridge Area Food Bank 96 Laurel Hill Rd Verona VA 24482 501(c)(3) Meeting Human Needs 900 Cat's Cradle Shelter PO Box 2128 Harrisonburg VA 22801 501(c)(3) Shelter for cats and kittens 530 Faith Christian Church 2301 Poplar Street Staunton VA 24477 501(c)(3) Meeting Human Needs 2400 Craven County Hospice PO Drawer 12610 New Bern NC 28561 501(c)(3) Meeting Human Needs 1000 Red Cross PO Box 37839 Boone IA 50037 501(c)(3) Meeting Human Needs 250 Planned Parenthood - South Atlantic 100 S Boylan Ave Raleigh NC 27603 501(c)(3) Meeting Human Needs 2850 11980 14 4 14 9784 14 6070 Capital Gain Distributions 14 730 CG diff between stmt and 1099 14 -333 Miscellaneous Income 14 260 Royalties 14 75 16590 16590 N/A N/A false false false false false false false false false false Asher Financial Services Tax Preparation 1975 1.468 shs Abrdn Australia Equity Fd Inc. Purchased 6 6 0 200 shs Altria Group Inc. Purchased 2024-09 10785 8676 2109 200 shs Gabelli Div & Incm Tr 2024-01 Purchased 2024-09 4560 4365 195 125 shs Digitalbridge Group Inc. 2017-07 2024-09 1495 7194 -5699 200 shs Gsk Plc ADR 2023-01 Purchased 2024-03 8314 7264 1050 160 shs iShares Core High Div ETV 2015-02 Purchased 2024-09 18812 12518 6294 250 shs Omega Heathcare Inv Inc 2017-07 Purchased 2024-09 9779 7658 2121 Various equities 158451 173758 Fixed income securities 41287 31610 MS Annual fee 175 175 Foreign Tax Paid 54 54 Other fees 19 19 CGD & Div Tax-Book Diff -333 -333 LT Capital Gain Distr 730 730 Miscellaneous Income 260 260 Royalties 75 75 2023 Federal Tax 149