2025-05-06T07:41:32-05:00 2024-12-31 043191789 MP PC ONE MONARCH PLACE SPRINGFIELD MA 01144 990PF 2024-01-01 866341052 LEDGEWAYS CHARITABLE TRUST C/O DANIEL CARBONNEAU CASTLE ROCK ADV LEDG 6173166300 200 CLARENDON ST 35TH FLOOR BOSTON MA 02116 BRADLEY BLOOM TRUSTEE 6173166300 2025-05-01 1 0 JOSE OLIVEIRA P00547597 4137391800 2024 2025-03-06 01:10:19Z X 6509792 X 2102 X 2017 2017 138781 138237 -9289 138514 0 133611 140254 0 0 0 2102 1051 0 5762 2881 0 1005 935 70 1500 0 0 10369 4867 70 284000 284000 294369 4867 284070 -160758 135387 81774 27512 27512 2448575 2353694 2213048 992271 980645 4076752 239267 239267 192480 3761887 3601118 6509792 0 0 X 0 0 0 0 3761887 3601118 3761887 3601118 3761887 3601118 3761887 -160758 0 3601129 11 3601118 ISHARES CORE US AGGREGATE BOND ETF P 2018-12-14 2024-12-19 62776 68700 -5924 -5924 ISHARES MSCI EAFE ETF P 2010-12-30 2024-12-16 15738 11626 4112 4112 GS SHORT DURATION GOVERNMENT FUND P 2009-06-29 2024-07-23 60000 67477 -7477 -7477 -9289 1882 0 1882 0 1882 2154 0 0 0 2154 0 272 272 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 1 1 N/A DANIEL CARBONNEAU - CASTLE ROCK ADV 6173166300 CASTLE ROCK ADVISORS 200 CLARENDON ST 35TH FLOOR BOSTON MA 021165021 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRADLEY M BLOOM CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON MA 02116 TRUSTEE 0.00 0 0 0 ERIC N BLOOM CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON MA 02116 TRUSTEE 0.00 0 0 0 JESSICA A BLOOM GALEN CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON MA 02116 TRUSTEE 0.00 0 0 0 MATTHEW R BLOOM CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON MA 02116 TRUSTEE 0.00 0 0 0 TERRIE F BLOOM CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON MA 02116 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 6314505 71742 0 6386247 0 0 6386247 95794 6290453 314523 314523 1882 1882 312641 0 312641 0 312641 284070 0 284070 312641 283832 0 0 284070 283832 0 0 238 0 0 0 0 0 0 0 0 312403 0 0 0 BRADLEY M BLOOM MATTHEW R BLOOM TERRIE F BLOOM X COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL FUND 59000 PLANNED PARENTHOOD FEDERATION OF AMERICA 1110 VERMONT AVE NW WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL FUND 25000 THE GREATER BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL FUND 100000 THE HEARD MUSEUM 2301 N CENTRAL AVENUE PHOENIX AZ 85004 NONE PUBLIC CHARITY GENERAL FUND 25000 TRUSTEES OF RESERVATIONS 200 HIGH STREET BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL FUND 25000 WBUR 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL FUND 50000 284000 0 14 2017 14 138781 18 -9289 0 131509 0 131509 0 0 0 0 0 0 0 0 0 0 MP, P.C. 2102 1051 0 SEE EXPLANATION BELOW FORM 990PF PART VI-A, LINE 12 THE FOUNDATION TREATED THE DISTRIBUTION AS A QUALIFYING DISTRIBUTION AS IT WAS USED EXCLUSIVELY FOR THE PURPOSE STIPULATED UNDER IRC 170 (C)(2)(B) TO FURTHER BENEFIT A 501 (C)(3) ORGANIZATION. GS INFLATION PROTECTED SECURITIES FUND 239267 192480 GS NON US EQUITY 318609 492977 GS US EQUITY 662036 3583775 2353694 2213048 0 0 ROUNDING 11 ESTIMATED TAXES PAID IN 2024 1500 0 0 GOLDMAN SACHS FEES 5762 2881 0 FOREIGN TAX 935 935 0 MASSACHUSETTS FEE 70 0 70