The Katherine B Clagett Charitable Trust

UPPER MARLBORO, MD EIN: 20-7194792

The Katherine B Clagett Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in UPPER MARLBORO, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $248K in total assets. In 2024, it awarded 9 grants totaling $12K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$248K

+0.8% YoY

Annual Giving

$12K

-2.2% YoY

Grant Count

9

-18.2% YoY

Avg Grant Size

$1K

+19.5% YoY

About The Katherine B Clagett Charitable Trust

Based on IRS filings

The Katherine B Clagett Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in UPPER MARLBORO, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $248K in total assets. In 2024, it awarded 9 grants totaling $12K. Net investment income was $10K.

Ready to take the next step with The Katherine B Clagett Charitable Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

AnnapolisBooneHarrisonburgMemphisNew BernPasadenaPrince FrederickRaleighStaten IsStauntonVerona

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6K$11K$17K$22K20202021202220232024
Metric202420232022
Total Assets$247,900$245,932$248,436
Revenue$16,590$13,280$20,017
Expenses$14,352$16,484$15,667
Qualifying Distributions$11,980$12,250$11,550
Net Investment Income$10,272$10,744$9,732
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$10K$13K0 grants20209 grants202110 grants202211 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Planned Parenthood - Sou…$3KFaith Christian Church$2KThe Arc of Southern MD$2KHospice of the Chesapeake$2KCraven County Hospice$1KBlue Ridge Area Food Bank$900Cat's Cradle Shelter$530The Tunnel to Towers Fou…$250Red Cross$250

Grant Size Distribution

39 grants across all recorded years

39<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Kathleen C CarrTrustee
Elizabeth M ClagettTrustee
Hugh C ClagettTrustee
John CarrTrustee
Jon D JacobsTrustee

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

What could you do with The Katherine B Clagett Charitable Trust on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities