Private Foundation

LEDGEWAYS CHARITABLE TRUST C/O DANIEL CARBONNEAU CASTLE ROCK ADV

LEDGEWAYS CHARITABLE TRUST C/O DANIEL CARBONNEAU CASTLE ROCK ADV, of BOSTON, MA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $220K in revenue, $345K in expenses, $3.5M in total assets. IRS filings disclose 38 grants awarded by this foundation, totaling roughly $2.1M.

EIN: 866341052 BOSTON, MA Latest filing: 2025

Total Revenue$220K

Total Expenses$345K

Total Assets$3.5M

Grants Given38

Grant Total$2.1M

Filing Years2021–2025

Sample Grants Given

THE GREATER BOSTON FOOD BANK

BOSTON, MA · 2025

GENERAL FUND

$125,000

WBUR

BOSTON, MA · 2025

GENERAL FUND

$60,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

WASHINGTON, DC · 2025

GENERAL FUND

$35,000

THE HEARD MUSEUM

PHOENIX, AZ · 2025

GENERAL FUND

$25,000

TRUSTEES OF RESERVATIONS

BOSTON, MA · 2025

GENERAL FUND

$25,000

Showing up to 5 of 38 total records — full history available with membership.

Officers & Directors

TRUSTEE Bradley M Bloom

TRUSTEE Elizabeth C Bloom

TRUSTEE Eric N Bloom

TRUSTEE Jessica A Bloom Galen

TRUSTEE Matthew R Bloom

TRUSTEE Terrie F Bloom

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL FUND

$2,092,000 38 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$220K	$345K	$3.5M
2024	$134K	$294K	$3.6M
2023	$185K	$298K	$3.8M
2022	$103K	$319K	$3.9M
2021	$97K	$128K	$4.1M

Between 2021 and 2025, reported annual revenue grew from $97K to $220K (+127%), with total assets most recently reported at $3.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CO, DC, MA, NY, OH.

AZCODCMANYOH

Full geographic grant map with state-by-state breakdown available with membership.

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports