LEDGEWAYS CHARITABLE TR

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Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text LEDGEWAYS CHARITABLE TR. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/ledgeways-charitable-tr-866341052. Retrieved 2026-11-09.

APA furp.org. (n.d.). LEDGEWAYS CHARITABLE TR [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 9, 2026, from https://furp.org/org/ledgeways-charitable-tr-866341052

MLA “LEDGEWAYS CHARITABLE TR.” furp.org, tax years 2010–2025, https://furp.org/org/ledgeways-charitable-tr-866341052. Accessed 9 Nov. 2026.

Retrieved 2026-11-09; covers tax years 2010–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).

2025 · Form 990PF · revenue $220K · expenses $345K · assets $3.5M

Also known as
C/O DANIEL CARBONNEAU CASTLE ROCK ADV
EIN
86-6341052
Address
200 CLARENDON ST 35TH FLOOR, BOSTON, MA 02116-5021
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
June 2005 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 7 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

7 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
Bradley M Bloom TRUSTEE2010-2025 0 $0 reported 1
Eric N Bloom TRUSTEE2010-2025 0 $0 reported 1
Jessica A Bloom Galen TRUSTEE2012-2025 0 $0 reported 1
Matthew R Bloom TRUSTEE2010-2025 0 $0 reported 1
Terrie F Bloom TRUSTEE2010-2025 0 $0 reported 1
Elizabeth C Bloom TRUSTEE2015-2025 0 $0 reported 1
Jessica A Bloom (former) TRUSTEE2010-2011 0 $0 reported 1

People by year

2025 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM GALEN TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
ELIZABETH C BLOOM TRUSTEE0 $0-$0 $01
2024 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM GALEN TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM GALEN TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM GALEN TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM GALEN TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
2020 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
ELIZABETH C BLOOM TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM GALEN TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
2019 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM GALEN TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
ELIZABETH C BLOOM TRUSTEE0 $0-$0 $01
2015 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM GALEN TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
ELIZABETH C BLOOM TRUSTEE0 $0-$0 $01
2013 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM GALEN TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
2012 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM GALEN TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
2011 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $0-$0 $01
2010 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY M BLOOM TRUSTEE0 $0-$0 $01
TERRIE F BLOOM TRUSTEE0 $0-$0 $01
JESSICA A BLOOM TRUSTEE0 $0-$0 $01
ERIC N BLOOM TRUSTEE0 $0-$0 $01
MATTHEW R BLOOM TRUSTEE0 $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 · $330K
2024 · 6 grants to organizations · $284K
2023 · 6 grants to organizations · $286K
2022 · 5 grants to organizations · $307K
2021 · 2 grants to organizations · $120K
2020 · 5 grants to organizations · $415K
2019 · 4 grants to organizations · $350K
2015 · 11 grants to organizations · $343K
2013 · 19 grants to organizations · $194K
2012 · 7 grants to organizations · $225K
2011 · 11 grants to organizations · $98K
2010 · 35 grants to organizations · $240K

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

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2013 · 1 contributor · $503K
#ContributorTypeCity, stateTotalNoncashSource
1 BRADLEY M BLOOM Person $502,697- Form 990PF Sch. B, 2013 · filing
2011 · 1 contributor · $2K
#ContributorTypeCity, stateTotalNoncashSource
1 BRADLEY M BLOOM Person WELLESLEY, MA $1,880- Form 990PF Sch. B, 2011 · filing
2010 · 2 contributors · $1.9M
#ContributorTypeCity, stateTotalNoncashSource
2 BRADLEY M BLOOM Person WELLESLEY, MA $1,862,151- Form 990PF Sch. B, 2010 · filing
1 BRADLEY M BLOOM Person WELLESLEY, MA $1,750- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

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 ↗
$220,053$344,726 $3,475,913$3,475,913 $4,450- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$133,611$294,369 $3,601,118$3,601,118 $2,102- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$184,582$297,905 $3,761,887$3,761,887 $3,675- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$102,739$318,501 $3,875,214$3,875,214 $3,575- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$97,149$128,320 $4,090,985$4,090,985 $2,175- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$88,770$426,998 $4,122,156$4,122,156 $2,125- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$238,743$368,763 $4,460,384$4,460,384 $2,060- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$100,389$382,463 $4,251,244$4,246,244 $2,010- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$644,762$204,279 $4,674,037$4,621,537 $502,697- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$90,181$247,285 $4,186,054$4,181,054 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$116,357$124,599 $4,397,165$4,338,165 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$1,955,773$272,410 $4,371,907$4,346,407 -- $0--

Funders of this organization

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

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ALBERT J GIFFORD CHARITABLE TRMAT20 $220,192$201,274 TRUSTEE$5,000 Same NTEE code T20, revenue within 2x, same state
JACQUES MOHR CHARITABLE TRUSTMAT20 $223,137$269,482 TRUSTEE$31,890 Same NTEE code T20, revenue within 2x, same state
ALSAWALHI CHARITABLE FOUNDATIONMAT20 $215,311$217,319 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE@NORWOOD CHARITABLE FOUNDATION INCMAT20 $226,803$89,956 Director/Chairman$0 Same NTEE code T20, revenue within 2x, same state
GERALD FLAXER CHARITABLE FOUNDATIONMAT20 $221,925$701,442 TRUSTEE$16,280 Same NTEE code T20, revenue within 2x, same state
PLAY 2 DREAM CHARITABLE FOUNDATIONMAT20 $217,527$632,249 CO-TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HOWARD C CONNOR CHARITABLE FOUNDATIONMAT20 $219,722$152,934 TRUSTEE$6,183 Same NTEE code T20, revenue within 2x, same state
ROSENBERG FAMILY CHARITABLE FOUNDATIONMAT20 $216,381$34,427 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
ESTHER & ALCIDE RUFFINI CHARITABLE FOUNDATION TR UA 5TH BMAT20 $218,267$145,959 Trustee$23,438 Same NTEE code T20, revenue within 2x, same state
SAUL & GITTA KURLAT CHARITABLE FOUNDATIONMAT20 $222,560$2,859,396 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
CANDACE L AND BARRY R SLOANE CHARITABLE FOUNDATIONMAT20 $225,873$704,494 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
GORDON E & MAY R CADWGAN CHARITABLE FOUNDATIONMAT20 $219,783$219,644 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
OGDEN CODMAN TRUST UW DOROTHY SFM CODMANMAT20 $212,947$319,445 TRUSTEE$20,079 Same NTEE code T20, revenue within 2x, same state
ROBERT BRIGHAM TRUSTMAT20 $223,390$191,557 TRUSTEE$13,599 Same NTEE code T20, revenue within 2x, same state
DR ROBERT C AND TINA SOHN FOUNDATIONMAT20 $226,856$638,657 TRUSTEE, PRESIDENT, CEO$119,645 Same NTEE code T20, revenue within 2x, same state
KARINA FOUNDATIONMAT20 $219,085$144,030 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
JAMES AND BEATRICE SALAH FAMILY FOUNDATION FOR THE TOWN OF CANTONMAT20 $217,245$204,207 TRUSTEE$7,250 Same NTEE code T20, revenue within 2x, same state
ROBERT AND KELLY LIPTAK FAMILY FOUNDATIONMAT20 $223,960$91,239 PRESIDENT/SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
SAINT FRANCIS COMMUNITY HEALTH CARE INCMAT20 $228,394$252,371 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
THE ZACCAI FOUNDATION FOR AUGMENTED INTELLIGENCEMAT20 $217,924$207,486 PRESIDENT AND DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
YAS FOUNDATION INCMAT20 $219,781$271,252 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
JOSEPH PERSKY FOUNDATIONMAT20 $221,948$342,576 PRES.,TREAS & DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
RAM & MITHLESH GUPTA FAMILY FOUNDATION INCMAT20 $217,565$75,450 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
STRAETZ FOUNDATION INCMAT20 $216,545$231,895 DIRECTOR$20,400 Same NTEE code T20, revenue within 2x, same state
WANG FOUNDATIONMAT20 $215,233$299,408 TRUSTEE$20,000 Same NTEE code T20, revenue within 2x, same state

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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
COMMONWEALTH FUND $25,0002 1Private foundation2020–2021 ZAUQI CHARITABLE AND EDUCATIONAL TRUST
ALLYNS CREEK FOUNDATION INC $10,7503 1Private foundation2021–2023 ROCHESTER FEMALE CHARITABLE SOCIETY
JOHN D & SEANA L HOLTZ FOUNDATION INC $4,5502 1Private foundation2024–2025 ROCHESTER FEMALE CHARITABLE SOCIETY
COSTANZA FAMILY FOUNDATION $4,2504 1Private foundation2020–2024 ROCHESTER FEMALE CHARITABLE SOCIETY
THE HUTCHINS FAMILY FOUNDATION INC $5002 1Private foundation2019–2020 ROCHESTER FEMALE CHARITABLE SOCIETY
AMAZONSMILE FOUNDATION $3764 1Private foundation2020–2023 REAL ESTATE ONE CHARITABLE FDN

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 · $344,726 spent · pay $0 · grants $330,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $330,000 95.7%
Fees: other professional $6,407 1.9%
Fees: accounting $4,450 1.3%
Other expenses $2,700 0.8%
Taxes $1,169 0.3%
Total$344,726100%

View the filing

2024 · Form 990PF · $294,369 spent · pay $0 · grants $284,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $284,000 96.5%
Fees: other professional $5,762 2.0%
Fees: accounting $2,102 0.7%
Other expenses $1,500 0.5%
Taxes $1,005 0.3%
Total$294,369100%

View the filing

2023 · Form 990PF · $297,905 spent · pay $0 · grants $286,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $286,000 96.0%
Fees: other professional $5,195 1.7%
Fees: accounting $3,675 1.2%
Other expenses $2,000 0.7%
Taxes $1,035 0.3%
Total$297,905100%

View the filing

2022 · Form 990PF · $318,501 spent · pay $0 · grants $307,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $307,000 96.4%
Fees: other professional $5,661 1.8%
Fees: accounting $3,575 1.1%
Other expenses $2,000 0.6%
Taxes $265 0.1%
Total$318,501100%

View the filing

2021 · Form 990PF · $128,320 spent · pay $0 · grants $120,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $120,000 93.5%
Fees: other professional $5,768 4.5%
Fees: accounting $2,175 1.7%
Taxes $377 0.3%
Total$128,320100%

View the filing

2020 · Form 990PF · $426,998 spent · pay $0 · grants $415,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $415,000 97.2%
Taxes $5,039 1.2%
Fees: other professional $4,834 1.1%
Fees: accounting $2,125 0.5%
Total$426,998100%

View the filing

2019 · Form 990PF · $368,763 spent · pay $0 · grants $350,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $350,000 94.9%
Taxes $12,026 3.3%
Fees: other professional $4,677 1.3%
Fees: accounting $2,060 0.6%
Total$368,763100%

View the filing

2015 · Form 990PF · $382,463 spent · pay $0 · grants $343,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $343,000 89.7%
Other expenses $30,187 7.9%
Fees: other professional $5,088 1.3%
Taxes $2,248 0.6%
Fees: accounting $1,940 0.5%
Total$382,463100%

View the filing

2013 · Form 990PF · $204,279 spent · pay $0 · grants $194,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $194,000 95.0%
Fees: other professional $4,489 2.2%
Taxes $3,068 1.5%
Fees: accounting $2,697 1.3%
Other expenses $25 0.0%
Total$204,279100%

View the filing

2012 · Form 990PF · $247,285 spent · pay $0 · grants $225,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $225,000 91.0%
Fees: other professional $17,717 7.2%
Taxes $2,940 1.2%
Fees: accounting $1,628 0.7%
Total$247,285100%

View the filing

2011 · Form 990PF · $124,599 spent · pay $0 · grants $98,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $98,000 78.7%
Fees: other professional $21,166 17.0%
Taxes $3,553 2.9%
Fees: accounting $1,880 1.5%
Total$124,599100%

View the filing

2010 · Form 990PF · $272,410 spent · pay $0 · grants $240,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $240,500 88.3%
Taxes $26,263 9.6%
Fees: other professional $3,897 1.4%
Fees: accounting $1,750 0.6%
Total$272,410100%

View the filing

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