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Also known as: C/O DANIEL CARBONNEAU CASTLE ROCK ADV
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Ledgeways Charitable Trust is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2005. The principal officer is Castle Rock Advisors LLC. It holds total assets of $3.5M. Annual income is reported at $452K. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Massachusetts and New York. According to available records, Ledgeways Charitable Trust has made 16 grants totaling $900K, with a median grant of $30K. Annual giving has decreased from $614K in 2022 to $286K in 2023. Individual grants have ranged from $5K to $162K, with an average award of $56K. The foundation has supported 8 unique organizations. Grants have been distributed to organizations in Massachusetts and Ohio and Arizona. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$50K
Average Grant
$83K
Largest Grant
$250K
Based on 5 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ledgeways Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 16 grants. Its grantmaking reaches organizations primarily in MA, OH, AZ.
Ledgeways Charitable Trust has distributed a total of $900K across 16 grants. The median grant size is $30K, with an average of $56K. Individual grants have ranged from $5K to $162K.
Ledgeways Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Ledgeways Charitable Trust is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 3 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bradley M Bloom | TRUSTEE | $0 | $0 | N/A |
| Terrie F Bloom | TRUSTEE | $0 | $0 | N/A |
| Eric N Bloom | TRUSTEE | $0 | $0 | N/A |
| Matthew R Bloom | TRUSTEE | $0 | $0 | N/A |
| Jessica A Bloom Galen | TRUSTEE | $0 | $0 | N/A |
Total Giving
$298K
Total Assets
$3.8M
Fair Market Value
$6M
Net Worth
$3.8M
Grants Paid
$286K
Contributions
$4K
Net Investment Income
$176K
Distribution Amount
$284K
Total: $3.7M
Total Grants
16
Total Giving
$900K
Average Grant
$56K
Median Grant
$30K
Unique Recipients
8
Most Common Grant
$100K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Fidelity Charitable Gift FundGENERAL FUND | Cincinnati, OH | $106K | 2023 |
| The Greater Boston Food BankGENERAL FUND | Boston, MA | $100K | 2023 |
| WburGENERAL FUND | Boston, MA | $40K | 2023 |
| Boston Youth Symphony OrchestrasGENERAL FUND | Boston, MA | $25K | 2023 |
| Lehrhaus Center For Jewish Life And LearningGENERAL FUND | Somerville, MA | $10K | 2023 |
| Peter A Banks Md Endowed Fellowship FundGENERAL FUND | Boston, MA | $5K | 2023 |
| The Heard MuseumGENERAL FUND | Phoenix, AZ | $10K | 2022 |
| Trustees Of ReservationsGENERAL FUND | Boston, MA | $5K | 2022 |