STRATEGY STUDIO / PUBLIC DATA EXPLORER

KATHERINE B CLAGETT CHARITABLE TR

Cite this

Plain text KATHERINE B CLAGETT CHARITABLE TR. Strategy Studio, nonprofit organization profile, tax years 2011–2025. https://strategystudio.org/org/207194792. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). KATHERINE B CLAGETT CHARITABLE TR [Nonprofit organization profile; tax years 2011–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/207194792

MLA “KATHERINE B CLAGETT CHARITABLE TR.” Strategy Studio, tax years 2011–2025, https://strategystudio.org/org/207194792. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2011–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $11K · expenses $16K · assets $244K

EIN
20-7194792
Address
12001 OLD MARLBORO PIKE, UPPR MARLBORO, MD 20772-2922
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2008
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 6 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Kathleen C Carr Trustee2011-2025 0 $0 reported 1
Elizabeth M Clagett Trustee2011-2025 0 $0 reported 1
Hugh C Clagett Trustee2011-2025 0 $0 reported 1
John Carr Trustee2011-2025 0 $0 reported 1
Jon D Jacobs Trustee2011-2025 0 $0 reported 1
Alice B Clagett (former) TRUSTEE2011-2015 10 $0 reported 1

People by year

2025 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kathleen C Carr Trustee0 $0-$0 $01
Elizabeth M Clagett Trustee0 $0-$0 $01
Hugh C Clagett Trustee0 $0-$0 $01
John Carr Trustee0 $0-$0 $01
Jon D Jacobs Trustee0 $0-$0 $01
2024 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kathleen C Carr Trustee0 $0-$0 $01
Elizabeth M Clagett Trustee0 $0-$0 $01
Hugh C Clagett Trustee0 $0-$0 $01
John Carr Trustee0 $0-$0 $01
Jon D Jacobs Trustee0 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kathleen C Carr Trustee0 $0-$0 $01
Elizabeth M Clagett Trustee0 $0-$0 $01
Hugh C Clagett Trustee0 $0-$0 $01
John Carr Trustee0 $0-$0 $01
Jon D Jacobs Trustee0 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kathleen C Carr Trustee0 $0-$0 $01
Elizabeth M Clagett Trustee0 $0-$0 $01
Hugh C Clagett Trustee0 $0-$0 $01
John Carr Trustee0 $0-$0 $01
Jon D Jacobs Trustee0 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kathleen C Carr Trustee0 $0-$0 $01
Elizabeth M Clagett Trustee0 $0-$0 $01
Hugh C Clagett Trustee0 $0-$0 $01
John Carr Trustee0 $0-$0 $01
Jon D Jacobs Trustee0 $0-$0 $01
2020 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kathleen C Carr Trustee0 $0-$0 $01
Elizabeth M Clagett Trustee0 $0-$0 $01
Hugh C Clagett Trustee0 $0-$0 $01
John Carr Trustee0 $0-$0 $01
Jon D Jacobs Trustee0 $0-$0 $01
2019 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN C CARR TRUSTEE0 $0-$0 $01
ELIZABETH M CLAGETT TRUSTEE0 $0-$0 $01
HUGH C CLAGETT TRUSTEE0 $0-$0 $01
JOHN CARR TRUSTEE0 $0-$0 $01
JON D JACOBS TRUSTEE0 $0-$0 $01
2018 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN C CARR TRUSTEE0 $0-$0 $01
ELIZABETH M CLAGETT TRUSTEE0 $0-$0 $01
HUGH C CLAGETT TRUSTEE0 $0-$0 $01
JOHN CARR TRUSTEE0 $0-$0 $01
JON D JACOBS TRUSTEE0 $0-$0 $01
2016 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN C CARR TRUSTEE0 $0-$0 $01
ELIZABETH M CLAGETT TRUSTEE0 $0-$0 $01
HUGH C CLAGETT TRUSTEE0 $0-$0 $01
JOHN CARR TRUSTEE0 $0-$0 $01
JON D JACOBS TRUSTEE0 $0-$0 $01
2015 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN C CARR TRUSTEE10 $0-$0 $01
ALICE B CLAGETT TRUSTEE10 $0-$0 $01
ELIZABETH M CLAGETT TRUSTEE10 $0-$0 $01
HUGH C CLAGETT TRUSTEE10 $0-$0 $01
JOHN CARR TRUSTEE10 $0-$0 $01
JON D JACOBS TRUSTEE10 $0-$0 $01
2014 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN C CARR TRUSTEE10 $0-$0 $01
ALICE B CLAGETT TRUSTEE10 $0-$0 $01
ELIZABETH M CLAGETT TRUSTEE10 $0-$0 $01
HUGH C CLAGETT TRUSTEE10 $0-$0 $01
JOHN CARR TRUSTEE10 $0-$0 $01
JON D JACOBS TRUSTEE10 $0-$0 $01
2012 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN C CARR TRUSTEE20 $0-$0 $01
ALICE B CLAGETT TRUSTEE2 $0-$0 $01
ELIZABETH M CLAGETT TRUSTEE2 $0-$0 $01
HUGH C CLAGETT TRUSTEE2 $0-$0 $01
JOHN CARR TRUSTEE5 $0-$0 $01
JON D JACOBS TRUSTEE5 $0-$0 $01
2011 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLEEN C CARR TRUSTEE20 $0-$0 $01
ALICE B CLAGETT TRUSTEE20 $0-$0 $01
ELIZABETH M CLAGETT TRUSTEE20 $0-$0 $01
HUGH C CLAGETT TRUSTEE20 $0-$0 $01
JOHN CARR TRUSTEE20 $0-$0 $01
JON D JACOBS TRUSTEE20 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 10 grants to organizations · $13K
2024 · 9 grants to organizations · $12K
2023 · 11 grants to organizations · $12K
2022 · 10 grants to organizations · $12K
2021 · 9 grants to organizations · $13K
2020 · 8 grants to organizations · $10K
2019 · 8 grants to organizations · $10K
2018 · 0 grants to organizations · $0 · 7 grants to individuals · $10K
2016 · 0 grants to organizations · $0 · 6 grants to individuals · $11K
2015 · 0 grants to organizations · $0 · 8 grants to individuals · $12K
2014 · 0 grants to organizations · $0 · 9 grants to individuals · $12K
2012 · 0 grants to organizations · $0 · 5 grants to individuals · $13K
2011 · 0 grants to organizations · $0 · 5 grants to individuals · $14K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$11,498$16,059 $244,229$231,359 -- ---
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$16,590$14,352 $247,900$235,920 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$13,280$16,484 $245,932$233,682 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$20,017$15,667 $248,436$236,886 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$9,578$13,364 $245,306$232,536 -- ---
2020 · Form 990PF period ending 2020-12-31 · amended · view filing · original 990 ↗
$5,492$11,449 $246,542$236,322 -- ---
2020 · Form 990PF period ending 2020-12-31 · superseded · view filing · original 990 ↗
$5,377$1,114 $246,542$246,542 -- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$6,581$11,662 $252,780$242,279 -- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$4,869$11,327 $257,500$247,360 -- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$1,777$12,347 $274,412$263,222 -- ---
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$1,896$12,700 $285,342$273,792 -- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$33$13,288 $296,754$284,596 -- ---
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$33$17,121 $324,990$311,635 -- ---
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$210,426$16,100 $342,893$328,710 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ENGLEBERG KORMAN CHARITABLE FOUNDATION INCMDT22 $13,007$7,000 President$0 Same NTEE code T22, revenue within 2x, same state
ERNEST AND META OPPENHEIMER CHARITABLE FOUNDATION INCMDT22 $10,837$63,641 Director$0 Same NTEE code T22, revenue within 2x, same state
ERICKSON FAM FOUNDATION TRMDT22 $10,213$27,050 CO-TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
CHEN AND OUYANG FOUNDATION INCMDT22 $11,385$10,255 President$0 Same NTEE code T22, revenue within 2x, same state
BARD FAMILY FOUNDATIONMDT22 $9,884$26,694 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
DILKS COUNTS FAMILY FOUNDATION INCMDT22 $12,000$11,200 President$0 Same NTEE code T22, revenue within 2x, same state
TAUBER-MANOVILL FAMILY FOUNDATIONMDT22 $13,656$16,559 DIRECTOR/PRE$0 Same NTEE code T22, revenue within 2x, same state
WEITZMAN FAMILY FOUNDATION INCMDT22 $11,620$26,524 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
SIRNAIK GREEN FOUNDATION INCMDT22 $10,399$54,056 President$0 Same NTEE code T22, revenue within 2x, same state
EAKIN FAMILY FOUNDATIONMDT22 $12,779$32,059 DIRECTOR, VICE PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
P O W E R FOUNDATION INCMDT22 $13,100$14,248 Pres, Treas, Director$0 Same NTEE code T22, revenue within 2x, same state
HAMILTON STREET FAMILY FOUNDATION INCMDT22 $10,001$299 DIR/PRES./TREASURER$0 Same NTEE code T22, revenue within 2x, same state
HAIDER FOUNDATION INCMDT22 $10,000$500 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
HOWARD L AND KATHERINE P DANIEL CHARITABLE TRUSTMOT22 $12,476$18,368 TRUSTEE$5,070 Same NTEE code T22, revenue within 2x
RUSSELL L CLINE CHARITABLE TROHT22 $11,962$59,911 TRUSTEE$5,864 Same NTEE code T22, revenue within 2x
CARITAS CHARITABLE TRTXT22 $12,720$9,304 Trustee$0 Same NTEE code T22, revenue within 2x
KAVLI CHARITABLE TRUSTCAT22 $13,399$9,830 CO-TRUSTEE$0 Same NTEE code T22, revenue within 2x
LUCY B LONG CHARITABLE TUW TRTXT22 $11,558$8,640 TRUSTEE$2,090 Same NTEE code T22, revenue within 2x
JEANE D FAIR CHARITABLE TRMNT22 $13,213$37,545 TRUSTEE$6,833 Same NTEE code T22, revenue within 2x
COUGHLAN FAM CHARITABLE TRCAT22 $11,392$9,676 TRUSTEE$0 Same NTEE code T22, revenue within 2x
RICHARD & CHERYL METRICK CHARITABLE TRNYT22 $13,597$40,923 TRUSTEE$0 Same NTEE code T22, revenue within 2x
PAUGUS CHARITABLE TRUSTNYT22 $13,312$6,772 TRUSTEE$0 Same NTEE code T22, revenue within 2x
INGRAM CHARITABLE TR IRREVOCABLEVAT22 $10,000$10,000 TRUSTEE$0 Same NTEE code T22, revenue within 2x
MICHAEL CARLISLE CHARITABLE TR 2WIT22 $10,461$40,475 TRUSTEE$0 Same NTEE code T22, revenue within 2x
VIRGINIA M BERARDINO CHARITABLE TRPAT22 $10,609$16,414 TRUSTEE$3,761 Same NTEE code T22, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$30,6753 12017–2023 GREGORY A BOFF CHARITABLE FOUNDATION INC
EQUITABLE FOUNDATION INC Private foundation$4001 12023–2023 GREGORY A BOFF CHARITABLE FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $16,059 spent · pay $0 · grants $12,870 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,870 80.1%
Fees: accounting $2,050 12.8%
Other expenses $996 6.2%
Taxes $143 0.9%
Total$16,059100%

View the filing

2024 · Form 990PF · $14,352 spent · pay $0 · grants $11,980 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,980 83.5%
Fees: accounting $1,975 13.8%
Other expenses $248 1.7%
Taxes $149 1.0%
Total$14,352100%

View the filing

2023 · Form 990PF · $16,484 spent · pay $0 · grants $12,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,250 74.3%
Fees: accounting $3,875 23.5%
Other expenses $224 1.4%
Taxes $135 0.8%
Total$16,484100%

View the filing

2022 · Form 990PF · $15,667 spent · pay $0 · grants $11,550 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,550 73.7%
Fees: accounting $3,804 24.3%
Other expenses $219 1.4%
Taxes $94 0.6%
Total$15,667100%

View the filing

2021 · Form 990PF · $13,364 spent · pay $0 · grants $12,770 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,770 95.6%
Taxes $407 3.0%
Other expenses $187 1.4%
Total$13,364100%

View the filing

2020 · Form 990PF · $11,449 spent · pay $0 · grants $10,220 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,220 89.3%
Fees: accounting $1,000 8.7%
Other expenses $175 1.5%
Taxes $54 0.5%
Total$11,449100%

View the filing

2019 · Form 990PF · $11,662 spent · pay $0 · grants $10,431 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,431 89.4%
Fees: accounting $1,000 8.6%
Other expenses $175 1.5%
Taxes $54 0.5%
Interest $2 0.0%
Total$11,662100%

View the filing

2018 · Form 990PF · $11,327 spent · pay $0 · grants $10,140 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,140 89.5%
Fees: accounting $1,000 8.8%
Other expenses $175 1.5%
Taxes $12 0.1%
Total$11,327100%

View the filing

2016 · Form 990PF · $12,347 spent · pay $0 · grants $11,190 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,190 90.6%
Fees: accounting $1,000 8.1%
Other expenses $150 1.2%
Taxes $7 0.1%
Total$12,347100%

View the filing

2015 · Form 990PF · $12,700 spent · pay $0 · grants $11,550 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,550 90.9%
Fees: accounting $1,000 7.9%
Other expenses $150 1.2%
Total$12,700100%

View the filing

2014 · Form 990PF · $13,288 spent · pay $0 · grants $12,158 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,158 91.5%
Fees: accounting $1,000 7.5%
Other expenses $130 1.0%
Total$13,288100%

View the filing

2012 · Form 990PF · $17,121 spent · pay $0 · grants $13,355 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $13,355 78.0%
Taxes $2,195 12.8%
Fees: accounting $1,250 7.3%
Other expenses $321 1.9%
Total$17,121100%

View the filing

2011 · Form 990PF · $16,100 spent · pay $0 · grants $14,183 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $14,183 88.1%
Fees: accounting $1,917 11.9%
Total$16,100100%

View the filing