KATHERINE B CLAGETT CHARITABLE TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: KATHERINE B CLAGETT CHARITABLE TR (EIN 20-7194792)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2018-11-21
IRS object ID: 201813259349100201
Schema version: 2016v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-21T09:38:05-05:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521091719	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MATTINGLY CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4807 CRAIN HIGHWAY	AddressLine1Txt
City	UPPER MARLBORO	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20772	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	207194792	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE KATHERINE B CLAGETT CHARITABLE	BusinessNameLine1Txt
Business Name Line2	TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	KATH	BusinessNameControlTxt
Phone	3016278035	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12001 OLD MARLBORO PIKE	AddressLine1Txt
City	UPPER MARLBORO	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20772	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KATHLEEN C CARR	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Signature	2018-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	HARVEY T MATTINGLY CPA	PreparerPersonNm
PTIN	P00184943	PTIN
Phone	3015740060	PhoneNum
Preparation	2018-11-21	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

Field	Value	IRS element (for citing)
At Submission Creation Device Id	DC1B4D7DA081446AD303AD198D69F52DDF2E983B	AtSubmissionCreationDeviceId
At Submission Filing Device Id	DC1B4D7DA081446AD303AD198D69F52DDF2E983B	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$277,019	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$1,777	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,777	DividendsNetInvstIncmAmt
Total Rev And Expnss	$1,777	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,777	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,000	AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss	$7	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$7	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$150	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$150	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$1,157	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,157	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$11,190	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$11,190	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$12,347	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,157	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$11,190	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$10,570	ExcessRevenueOverExpensesAmt
Net Investment Income	$620	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$234,487	CashBOYAmt
Cash EOY	$223,557	CashEOYAmt
Cash EOYFMV	$223,557	CashEOYFMVAmt
US Government Obligations BOY	$50,855	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$50,855	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$53,462	USGovtObligationsEOYFMVAmt
Total Assets BOY	$285,342	TotalAssetsBOYAmt
Total Assets EOY	$274,412	TotalAssetsEOYAmt
Total Assets EOYFMV	$277,019	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$11,550	AccountsPayableBOYAmt
Accounts Payable EOY	$11,190	AccountsPayableEOYAmt
Total Liabilities BOY	$11,550	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$11,190	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$273,792	CapitalStockBOYAmt
Capital Stock EOY	$263,222	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$273,792	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$263,222	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$285,342	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$274,412	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$273,792	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$10,570	ExcessRevenueOverExpensesAmt
Subtotal	$263,222	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$263,222	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$11,543	AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2	$12,158	AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3	$12,684	AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4	$13,355	AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5	$12,098	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$207,500	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.058304	DistributionYr5Rt
Total Distribution	0.058304	TotalDistributionRt
Average Distribution	0.058304	AverageDistributionRt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Net Investment Income Pct	$6	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$6	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$11,190	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$6	InvestmentIncomeExciseTaxAmt
Subtotal	$6	SubtotalAmt
Tax Based On Investment Income	$6	TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax	$6	AppliedToEsTaxAmt
Total Payments And Credits	$6	TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MD	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	NONE	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN C CARR	BusinessNameLine1Txt
Business Name Line2	KATHERINE B CLAGETT CHARTIABLE TR	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Phone	3016278035	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	12001 OLD MARLBORO PIKE	AddressLine1Txt
City	UPPER MARLBORO	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20772	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHLEEN C CARR
12001 OLD MARLBORO PIKE	UPPER MARLBORO	MD	20772	TRUSTEE	000.00	$0	$0	$0
ELIZABETH M CLAGETT
8703 STOCKTON PKWY	ALEXANDRIA	VA	22308	TRUSTEE	000.00	$0	$0	$0
HUGH C CLAGETT
297 FOREST SPRING DRIVE	STUARTS DRAFT	VA	24477	TRUSTEE	000.00	$0	$0	$0
JOHN CARR
12001 MARLBORO PIKE	UPPER MARLBORO	MD	20772	TRUSTEE	000.00	$0	$0	$0
JON D JACOBS
8703 STOCKTON PKWY	ALEXANDRIA	VA	22308	TRUSTEE	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$11,190	ExpensesAndContributionsAmt
Qualifying Distributions	$11,190	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$6	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$11,184	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Qualifying Distributions	$11,190	QualifyingDistributionsAmt
Remaining Distri From Corpus	$11,190	RemainingDistriFromCorpusAmt
Total Corpus	$11,190	TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$11,190	CurrentYearAmt
Year1	$11,550	Year1Amt
Year2	$12,158	Year2Amt
Year3	$12,684	Year3Amt
Total	$47,582	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$11,190	CurrentYearAmt
Year1	$11,550	Year1Amt
Year2	$12,158	Year2Amt
Year3	$12,684	Year3Amt
Total	$47,582	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
WOMEN OF TRINITY
14519 CHURCH STREET	UPPER MARLBORO	MD	20772	501 (C)(3)	SOCIAL ASSISTANCE	$3,000
HOSPICE OF CHESAPEAKE
445 DEFENSE HGWY	ANNAPOLIS	MD	21401	501 (C)(3)	CARE OF TERMINALLY ILL	$2,800
COMMUNITY SUPPORT SYSTEMS
P O BOX 206	AQUASCO	MD	20608	501 (C)(3)	PATIENT HEALTH SUPPORT	$560
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUE	ANNAPOLIS	MD	21403	501 (C)(3)	SAVE CHESAPEAKE BAY WATER	$730
ARC OF SOUTHERN MARYLAND
355 W DARES BEACH ROAD	PRINCE FREDERICK	MD	20678	501(C)3	DEVELOPMENTAL DISABILITIES	$1,100
THE DOORWAYS
612 E MARSHALL ST	RICHMOND	VA	23219		HEALING EMOTIONAL SUPPORT	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$11,190	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,777	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,777	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,777	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING & TAXES	CategoryTxt
Amt	$1,000	Amt
Net Investment Income	$1,000	NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
SERVICE CHARGES	$150	$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT TAXES/LICENSES	CategoryTxt
Amt	$7	Amt
Net Investment Income	$7	NetInvestmentIncomeAmt