Nonprofit · EIN 86-6341052
LEDGEWAYS CHARITABLE TR
Also known as CARBONNEAU DANIEL P TTEE
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $220,053 | $344,726 | -$124,673 | $3,475,913 | $0 | $3,475,913 |
| December 31, 2024 | 990-PF | $133,611 | $294,369 | -$160,758 | $3,601,118 | $0 | $3,601,118 |
| December 31, 2023 | 990-PF | $184,582 | $297,905 | -$113,323 | $3,761,887 | $0 | $3,761,887 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,450
- Dividends
- $141,918
- Interest
- $336
- Net gain from sales of assets
- $73,349
Expenses
- Grants and similar amounts paid
- $330,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $330,070
- Excise tax on investment income
- $2,906
Balance sheet and other
- Total assets, start of year
- $3,601,118
- Total assets, end of year
- $3,475,913
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,475,913
- Fair market value of assets
- $7,073,795
- Qualifying distributions
- $330,070
- Net investment income
- $215,603
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADLEY M BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| ERIC N BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| JESSICA A BLOOM GALEN CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| MATTHEW R BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| TERRIE F BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| ELIZABETH C BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADLEY M BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| ERIC N BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| JESSICA A BLOOM GALEN CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| MATTHEW R BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| TERRIE F BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADLEY M BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| ERIC N BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| JESSICA A BLOOM GALEN CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| MATTHEW R BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| TERRIE F BLOOM CASTLE ROCK ADVISORS 200 CLARENDON, STREET 35TH FLOOR, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 CLARENDON ST 35TH FLOOR, BOSTON, MA 02116-5021
- In care of
- % CASTLE ROCK ADVISORS LLC
- Signed the 990-PF
- BRADLEY BLOOM, TRUSTEE
- Phone
- (617) 316-6300
- Return prepared by
- MP PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-6341052
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,475,913
- Income (IRS master file)
- $452,459
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $220,053 | $344,726 | $3,475,913 | IRS |
| 990-PF | December 2024 | $133,611 | $294,369 | $3,601,118 | IRS |
| 990-PF | December 2023 | $184,582 | $297,905 | $3,761,887 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-6341052).
Questions about LEDGEWAYS CHARITABLE TR
- What is the EIN of LEDGEWAYS CHARITABLE TR?
- The employer identification number (EIN) of LEDGEWAYS CHARITABLE TR is 86-6341052.
- Is LEDGEWAYS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to LEDGEWAYS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEDGEWAYS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEDGEWAYS CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEDGEWAYS CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LEDGEWAYS CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LEDGEWAYS CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $220,053, expenses of $344,726 and total assets of $3,475,913 at year end.
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