The Katherine B Clagett Charitable Trust

Private foundation · Grantmaker Upper Marlboro, MD EIN: 20-7194792

The Katherine B Clagett Charitable Trust is a private foundation, based in Upper Marlboro, MD. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $244K in total assets. In 2025, it awarded 10 grants totaling $13K. Net investment income was $9K.

Key facts about The Katherine B Clagett Charitable Trust

In short: The Katherine B Clagett Charitable Trust gave $13K across 10 grants in 2025 (avg $1K), top state North Carolina. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
20-7194792
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$12,870
Grants made (2025)
10
Average grant
$1,287
Median grant
$1,100
New grantees (estimate)
30% first-time grantees (3 of 10, 2025)
Total assets
$244,229
Primary geography
North Carolina (33% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$244K

-1.5% YoY

Annual Giving

$13K

+7.4% YoY

Grant Count

10

+11.1% YoY

Avg Grant Size

$1K

-3.3% YoY

Is The Katherine B Clagett Charitable Trust open to new grantees?

30%

first-time grantees, 2025

In 2025, 3 of 10 grantees (30%) were first-time recipients. First grants averaged $767; repeat grants $2K. How we count

Medians: $1K first-time, $2K repeat.

  • 70% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+11%). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 10 itemized 2025 grant dollars.

Cities

New BernBoonePasadenaPrince FrederickRaleighStaten IsVeronaHarrisonburgMemphisAnnapolisStauntonAlexandriaWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K8 grants20209 grants202110 grants202211 grants20239 grants202410 grants2025

From 2020 to 2025, annual grant giving ranged from $10K (2020) to $13K (2025). In 2025 it made 10 grants totaling $13K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Faith Christian Church: $3KFaith Christian Church$3KPlanned Parenthood - South Atlantic: $3KPlanned Parenthood - SouthAtlantic$3KThe Arc of Southern MD: $2KThe Arc of Southern MD$2KHospice of the Chesapeake: $2KHospice of the Chesapeake$2KBlue Ridge Area Food Bank: $1KBlue Ridge Area Food Bank$1KCraven Community College: $1KCraven Community College$1KSt Jude Hospital: $1KSt Jude Hospital$1KThe Tunnel to Towers Foundation: $200The Tunnel to TowersFoundation$200Red Cross: $200Red Cross$200Samaritans Purse: $200Samaritans Purse$200

The largest 2025 recipient was Faith Christian Church ($3K). Together the top 10 received $13K.

Grant Size Distribution

49 grants across all recorded years

49<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 49 grants of 49 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Faith Christian Church Staunton, VAMeeting Human Needs$3,000
Planned Parenthood - South Atlantic Raleigh, NCMeeting Human Needs$3,000
The Arc of Southern MD Prince Frederick, MDDevelopmental Disabilities$1,570
Hospice of the Chesapeake Pasadena, MDCare of Terminally Ill$1,500
Blue Ridge Area Food Bank Verona, VAMeeting Human Needs$1,100
Craven Community College New Bern, NCMeeting Human Needs$1,100
St Jude Hospital Memphis, TNMeeting Human Needs$1,000
The Tunnel to Towers Foundation Staten Is, NYMeeting Human Needs$200
Red Cross Boone, IAMeeting Human Needs$200
Samaritans Purse Boone, NCMeeting Human Needs$200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K202020212022202320242025
Metric202520242023
Total Assets$244,229$247,900$245,932
Revenue$11,498$16,590$13,280
Expenses$16,059$14,352$16,484
Qualifying Distributions$12,870$11,980$12,250
Net Investment Income$8,738$10,272$10,744
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 18, 2022)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Katherine B Clagett Charitable Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Elizabeth M Clagett

    Trustee

    On filings since 2020

    No compensation reported

  • Hugh C Clagett

    Trustee

    On filings since 2020

    No compensation reported

  • John Carr

    Trustee

    On filings since 2020

    No compensation reported

  • Jon D Jacobs

    Trustee

    On filings since 2020

    No compensation reported

  • Kathleen C Carr

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Katherine B Clagett Charitable Trust

How much does The Katherine B Clagett Charitable Trust give each year?

The Katherine B Clagett Charitable Trust gave $13K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 9 grants.

What is The Katherine B Clagett Charitable Trust's typical grant size?

The Katherine B Clagett Charitable Trust's median grant in 2025 was $1,100, and its average grant was $1,287, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Katherine B Clagett Charitable Trust that year got $767 on average.

Where does The Katherine B Clagett Charitable Trust give grants?

The Katherine B Clagett Charitable Trust's top state is North Carolina, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (32%) and Maryland (24%).

Does The Katherine B Clagett Charitable Trust give general operating support?

Not in 2025: none of the 10 grants with a stated purpose on The Katherine B Clagett Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Meeting Human Needs" (8 grants).

Who are The Katherine B Clagett Charitable Trust's largest grantees?

The Katherine B Clagett Charitable Trust's largest 2025 grantees include Faith Christian Church ($3,000), Planned Parenthood - South Atlantic ($3,000) and The Arc of Southern MD ($1,570), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.

How large is The Katherine B Clagett Charitable Trust?

The Katherine B Clagett Charitable Trust reported $244K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $11K.

What is The Katherine B Clagett Charitable Trust's EIN?

The Katherine B Clagett Charitable Trust's EIN (Employer Identification Number) is 20-7194792. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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