STRATEGY STUDIO / PUBLIC DATA EXPLORER

KATHERINE B CLAGETT CHARITABLE TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KATHERINE B CLAGETT CHARITABLE TR (EIN 20-7194792)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-22
IRS object ID
201612049349100201
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-22T07:13:47-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521091719PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MATTINGLY CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14807 CRAIN HIGHWAYAddressLine1Txt
CityUPPER MARLBOROCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20772ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207194792EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KATHERINE B CLAGETT CHARITABLEBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt
Phone3016278035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112001 OLD MARLBORO PIKEAddressLine1Txt
CityUPPER MARLBOROCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20772ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN C CARRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2016-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARVEY T MATTINGLY CPAPreparerPersonNm
PTINP00184943PTIN
Phone3015740060PhoneNum
Preparation2016-07-22PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$282,204FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,896DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,896DividendsNetInvstIncmAmt
Total Rev And Expnss$1,896TotalRevAndExpnssAmt
Total Net Invst Incm$1,896TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,150TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,804ExcessRevenueOverExpensesAmt
Net Investment Income$746NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$296,754CashBOYAmt
Cash EOY$234,487CashEOYAmt
Cash EOYFMV$234,487CashEOYFMVAmt
US Government Obligations EOY$50,855USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$47,717USGovtObligationsEOYFMVAmt
Total Assets BOY$296,754TotalAssetsBOYAmt
Total Assets EOY$285,342TotalAssetsEOYAmt
Total Assets EOYFMV$282,204TotalAssetsEOYFMVAmt
Accounts Payable BOY$12,158AccountsPayableBOYAmt
Accounts Payable EOY$11,550AccountsPayableEOYAmt
Total Liabilities BOY$12,158TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,550TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$284,596CapitalStockBOYAmt
Capital Stock EOY$273,792CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$284,596TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$273,792TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$296,754TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$285,342TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$284,596TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,804ExcessRevenueOverExpensesAmt
Subtotal$273,792SubtotalAmt
Tot Net Ast Or Fund Balances EOY$273,792TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,158AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$12,684AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$13,355AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$12,098AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$207,500NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058304DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,788AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$355,111NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038827DistributionYr5Rt
Total Distribution0.097131TotalDistributionRt
Average Distribution0.048566AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$7NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7InvestmentIncomeExciseTaxAmt
Subtotal$7SubtotalAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Tax Due$7TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksJOHN C CARRIndividualWithBooksNm
Phone3016278035PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112001 OLD MARLBORO PIKEAddressLine1Txt
CityUPPER MARLBOROCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20772ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHLEEN C CARR
12001 OLD MARLBORO PIKEUPPER MARLBOROMD20772TRUSTEE10.00$0$0$0
ALICE B CLAGETT
8557 CAPISTRANO AVENUEWEST HILLSCA91304TRUSTEE10.00$0$0$0
ELIZABETH M CLAGETT
8703 STOCKTON PKWYALEXANDRIAVA22308TRUSTEE10.00$0$0$0
HUGH C CLAGETT
297 FOREST SPRING DRIVESTUARTS DRAFTVA24477TRUSTEE10.00$0$0$0
JOHN CARR
12001 MARLBORO PIKEUPPER MARLBOROMD20772TRUSTEE10.00$0$0$0
JON D JACOBS
8703 STOCKTON PKWYALEXANDRAIVA22308TRUSTEE10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,550ExpensesAndContributionsAmt
Qualifying Distributions$11,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$11,543AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$11,550QualifyingDistributionsAmt
Remaining Distri From Corpus$11,550RemainingDistriFromCorpusAmt
Total Corpus$11,550TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$11,550CurrentYearAmt
Year1$12,158Year1Amt
Year2$12,684Year2Amt
Year3$13,355Year3Amt
Total$49,747TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$11,550CurrentYearAmt
Year1$12,158Year1Amt
Year2$12,684Year2Amt
Year3$13,355Year3Amt
Total$49,747TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WOMEN OF TRINITY
14519 CHURCH STREETUPPER MARLBOROMD20772501 (C)(3)SOCIAL ASSISTANCE$2,400
HOSPICE OF CHESAPEAKE
445 DEFENSE HGWYANNAPOLISMD21401501 (C)(3)CARE OF TERMINALLY ILL$2,000
COMMUNITY SUPPORT SYSTEMS
P O BOX 206AQUASCOMD20608501 (C)(3)PATIENT HEALTH SUPPORT$600
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403501 (C)(3)SAVE CHESAPEAKE BAY WATER$300
ARC OF SOUTHERN MARYLAND
355 W DARES BEACH ROADPRINCE FREDERICKMD20678501(C)3DEVELOPMENTAL DISABILITIES$500
MINE RUN VOLUNTEER FIRE DEPT
31077 OLD PLANK ROADMINE RUNVA22508501(C)(3)SAFETY PROTECTION$950
ST JUDE CHILDRENS REACH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105501(C)(3)MEDICAL RESEARCH$1,900
SHENENDOAH VELLEY ANIMAL SERVICE CE
1001 MT TORREY RDLYNDHURSTVA22952501(C)(3)ANIMAL SHELTER & ADOPTION$2,900
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,896RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,896RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,896TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAXESCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
SERVICE CHARGES$150$150