Civic Intelligence

Ledgeways Charitable Trust C/O Daniel Carbonneau Castle Rock Adv

990PF • Fiscal year 2021 • EIN 86-6341052

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
200 Clarendon St 35th FloorBoston, MA 02116

(617) 316-6300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

10th percentile

-32%

Higher net margin than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

25th percentile

-0.8%

Faster asset growth than 25% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

9.4%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,090,985

Down $31,171 (-0.8%) from 2020

Net Assets

Down

$4,090,985

Down $31,171 (-0.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin10th percentile

Revenue

Up

$97,149

Up $8,379 (+9.4%) from 2020

Expenses

Down

$128,320

Down $298,678 (-70%) from 2020

Net Income

Up

-$31,171

Up $307,057 (+91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $4,371,907Liabilities 2010: $25,500Net Assets 2010: $4,346,4072010Assets 2011: $4,397,165Liabilities 2011: $59,000Net Assets 2011: $4,338,1652011Assets 2012: $4,186,054Liabilities 2012: $5,000Net Assets 2012: $4,181,0542012Assets 2013: $4,674,037Liabilities 2013: $52,500Net Assets 2013: $4,621,5372013Assets 2014: $4,528,318Liabilities 2014: $02014Assets 2015: $4,251,244Liabilities 2015: $5,000Net Assets 2015: $4,246,2442015Assets 2019: $4,460,384Liabilities 2019: $0Net Assets 2019: $4,460,3842019Assets 2020: $4,122,156Liabilities 2020: $0Net Assets 2020: $4,122,1562020Assets 2021: $4,090,985Liabilities 2021: $0Net Assets 2021: $4,090,9852021Assets 2022: $3,875,214Liabilities 2022: $0Net Assets 2022: $3,875,2142022Assets 2023: $3,761,887Liabilities 2023: $0Net Assets 2023: $3,761,8872023Assets 2024: $3,601,118Liabilities 2024: $0Net Assets 2024: $3,601,1182024

Highlighted filing

2021

Assets$4,090,985
Liabilities$0
Net Assets$4,090,985
Open 2021 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $272,4102010Expenses 2011: $124,5992011Expenses 2012: $247,2852012Revenue 2013: $644,762Expenses 2013: $204,279Net Income 2013: $440,4832013Revenue 2014: $195,509Expenses 2014: $288,728Net Income 2014: -$93,2192014Revenue 2015: $100,389Expenses 2015: $382,463Net Income 2015: -$282,0742015Revenue 2019: $238,743Expenses 2019: $368,763Net Income 2019: -$130,0202019Revenue 2020: $88,770Expenses 2020: $426,998Net Income 2020: -$338,2282020Revenue 2021: $97,149Expenses 2021: $128,320Net Income 2021: -$31,1712021Revenue 2022: $102,739Expenses 2022: $318,501Net Income 2022: -$215,7622022Revenue 2023: $184,582Expenses 2023: $297,905Net Income 2023: -$113,3232023Revenue 2024: $133,611Expenses 2024: $294,369Net Income 2024: -$160,7582024

Highlighted filing

2021

Revenue$97,149
Expenses$128,320
Net Income-$31,171
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY M BLOOMTrustee-$0--
ERIC N BLOOMTrustee-$0--
JESSICA A BLOOM GALENTrustee-$0--
MATTHEW R BLOOMTrustee-$0--
TERRIE F BLOOMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ledgeways Charitable Trust
EIN
86-6341052
Phone
6173166300
Address
200 CLARENDON ST 35TH FLOOR, BOSTON, MA 02116

Signing Officer

Name
Bradley Bloom
Title
Trustee
Phone
6173166300
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Mp Pc
Address
ONE MONARCH PLACE, SPRINGFIELD, MA 01144
Preparer
Douglas Theobald
Phone
4137391800
Raw XML Appendix341 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MP, P.C.
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01088
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF PART VII-A, LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990PF PART VI-A, LINE 3
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SEE STATEMENT
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1SEE ATTACHMENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE 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.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRADLEY M BLOOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ERIC N BLOOM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0CASTLE ROCK ADVISORS 200 CLARENDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1CASTLE ROCK ADVISORS 200 CLARENDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2CASTLE ROCK ADVISORS 200 CLARENDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3CASTLE ROCK ADVISORS 200 CLARENDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4CASTLE ROCK ADVISORS 200 CLARENDON
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd01
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DANIEL CARBONNEAU - CASTLE ROCK ADV
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0CASTLE ROCK ADVISORS 200 CLARENDON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0ST 35TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021165021
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173166300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRADLEY M BLOOM
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1TERRIE F BLOOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WBUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1890 COMMONWEALTH AVENUE 3RD FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102215
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022553
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt097482
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0324028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0301475
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt097482
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05768
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GOLDMAN SACHS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02884
TaxesSchedule/TaxesDetail/Amt0342
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1MASSACHUSETTS FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt135
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0342
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY BLOOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06173166300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEDGEWAYS CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DANIEL CARBONNEAU CASTLE ROCK ADV
ReturnHeader/Filer/BusinessNameControlTxt0LEDG
ReturnHeader/Filer/EIN0866341052
ReturnHeader/Filer/PhoneNum06173166300
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 CLARENDON ST 35TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043191789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MONARCH PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001144
ReturnHeader/PreparerPersonGrp/PhoneNum04137391800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS THEOBALD
ReturnHeader/ReturnTs02022-05-11T06:37:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRADLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLOOM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,090,985
Liabilities
$0
Net assets
$4,090,985
Revenue
$97,149
Expenses
$128,320
Net income
-$31,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.13$0.29$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.18$0.30$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.10$0.32$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.10$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.09$0.43$0.34
2019Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.24$0.37$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.01$4.25$0.10$0.38$0.28
2014Summary only. Only limited summary data is available for this year.$4.53$0.00$0.20$0.29$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.67$0.05$4.62$0.64$0.20$0.44
2012Detailed filing. Detailed filing data is available for this year.$4.19$0.01$4.18$0.25
2011Detailed filing. Detailed filing data is available for this year.$4.40$0.06$4.34$0.12
2010Detailed filing. Detailed filing data is available for this year.$4.37$0.03$4.35$0.27
Peer Organizations

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