Ledgeways Charitable Trust

Private foundation · Grantmaker Boston, MA EIN: 86-6341052

LEDGEWAYS CHARITABLE TRUST is a private foundation based in Boston, Massachusetts. Its 2025 filing reports 10 grants totaling $330,000 to charitable organizations, with listed recipients in Massachusetts, Washington, DC, Arizona, and Colorado.

Key facts about Ledgeways Charitable Trust

In short: Ledgeways Charitable Trust gave $330K across 10 grants in 2025 (avg $33K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
86-6341052
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$330,000
Grants made (2025)
10
Average grant
$33,000
Median grant
$22,500
Total assets
$3,475,913
Primary geography
Massachusetts (79% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.5M

-3.5% YoY

Annual Giving

$330K

+16.2% YoY

Grant Count

10

+66.7% YoY

Avg Grant Size

$33K

-30.3% YoY

Under IRS private-foundation payout rules, Ledgeways Charitable Trust reported a distributable amount of $333K for 2025 — the minimum it must pay out in qualifying distributions.

How Ledgeways Charitable Trust gives

  • 50% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+7%). Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the trust is provided. Its 2025 grants included support for organizations whose stated missions span food assistance, public media, Indigenous arts and economic participation, veterans’ housing, music education, science and nature learning, education and research, reproductive health, and land conservation. These are the grantees’ missions, not a stated mission of the trust.

For example, the Heard Museum says it connects Indigenous creativity to the world by presenting the voice and vision of American Indian artists. Homes for Our Troops says it builds and donates specially adapted homes for severely injured post-9/11 veterans. Boston Youth Symphony Orchestras describes its work as providing orchestra training and performance opportunities for K–12 musicians, including access for underserved communities. First Nations Development Institute says it advances the participation of tribes, tribal members, and other Indigenous peoples in the economy. Discovery Museum says it sparks learning through science, nature, and play.

Grantmaking

In 2025, the trust made 10 grants totaling $330,000. Grants ranged from $10,000 to $125,000, with a median grant of $22,500. Listed purposes were “GENERAL FUND.”

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Geographic Focus

Where this funder awards grants

The 2025 filing reports grant dollars by recipient state as Massachusetts 79%, Washington, DC 11%, Arizona 8%, and Colorado 3%.

Grant Distribution by State

6states

Share of 2025 grant dollars across all 10 itemized grants.

Cities

BostonCincinnatiPhoenixWashingtonActonCambridgeLongmontNew YorkSomervilleTaunton

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K5 grants2020 2 grants2021 5 grants2022 6 grants2023 6 grants2024 10 grants2025

From 2020 to 2025, annual grant giving ranged from $120K (2021) to $415K (2020). In 2025 it made 10 grants totaling $330K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

The Greater Boston Food Bank: $125KThe Greater Boston Food Bank$125KWbur: $60KWbur$60KPlanned Parenthood Federation of America: $35KPlanned Parenthood Federationof America$35KThe Heard Museum: $25KThe Heard Museum$25KTrustees of Reservations: $25KTrustees of Reservations$25KHomes for Our Troops Inc: $20KHomes for Our Troops Inc$20KBoston Youth Symphony Orchestras: $10KBoston Youth SymphonyOrchestras$10KDiscovery Museum: $10KDiscovery Museum$10KFirst Nations Development Institute: $10KFirst Nations DevelopmentInstitute$10KPresident and Fellows of Harvard College: $10KPresident and Fellows ofHarvard College$10K

The largest 2025 recipient was The Greater Boston Food Bank ($125K). Together the top 10 received $330K.

Grant Size Distribution

29 grants across all recorded years

19<$50K3$50–100K7$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 19 grants of 29 (66%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Greater Boston Food Bank Boston, MAGeneral Fund$125,000
Wbur Boston, MAGeneral Fund$60,000
Planned Parenthood Federation of America Washington, DCGeneral Fund$35,000
The Heard Museum Phoenix, AZGeneral Fund$25,000
Trustees of Reservations Boston, MAGeneral Fund$25,000
Homes for Our Troops Inc Taunton, MAGeneral Fund$20,000
Boston Youth Symphony Orchestras Boston, MAGeneral Fund$10,000
Discovery Museum Acton, MAGeneral Fund$10,000
First Nations Development Institute Longmont, COGeneral Fund$10,000
President and Fellows of Harvard College Cambridge, MAGeneral Fund$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $3,475,913 $220,053 $344,726 $330,000 (10 grants)
2024 $3,601,118 $133,611 $294,369 $284,000 (6 grants)
2023 $3,761,887 $184,582 $297,905 $286,000 (6 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,475,913$3,601,118$3,761,887
Revenue$220,053$133,611$184,582
Expenses$344,726$294,369$297,905
Qualifying Distributions$330,070$284,070$286,070
Net Investment Income$209,075$135,387$175,506
Distributable Amount$333,146$312,641$284,203

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Bradley M. Bloom, Eric N. Bloom, Jessica A. Bloom Galen, Matthew R. Bloom, Terrie F. Bloom, and Elizabeth C. Bloom as trustees.

Ledgeways Charitable Trust's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Bradley M. Bloom

    Trustee

    On filings since 2020

    No compensation reported

  • Elizabeth C. Bloom

    Trustee

    On filings since 2020

    No compensation reported

  • Eric N. Bloom

    Trustee

    On filings since 2020

    No compensation reported

  • Jessica A. Bloom Galen

    Trustee

    On filings since 2020

    No compensation reported

  • Matthew R. Bloom

    Trustee

    On filings since 2020

    No compensation reported

  • Terrie F. Bloom

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 200 Clarendon St 35Th Floor, Boston, MA 02116
Phone: (617) 316-6300

Frequently asked questions about Ledgeways Charitable Trust

How much does Ledgeways Charitable Trust give each year?

Ledgeways Charitable Trust gave $330K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $284K across 6 grants.

What is Ledgeways Charitable Trust's typical grant size?

Ledgeways Charitable Trust's median grant in 2025 was $22,500, and its average grant was $33,000, across 10 grants on its 2025 IRS Form 990-PF.

Where does Ledgeways Charitable Trust give grants?

Ledgeways Charitable Trust gives mostly in Massachusetts: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (11%) and Arizona (8%). The most frequent recipient cities were Boston, MA (4 grants).

Does Ledgeways Charitable Trust give general operating support?

Yes: 100% of Ledgeways Charitable Trust's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Ledgeways Charitable Trust's largest grantees?

Ledgeways Charitable Trust's largest 2025 grantees include The Greater Boston Food Bank ($125,000), Wbur ($60,000) and Planned Parenthood Federation of America ($35,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.

How large is Ledgeways Charitable Trust?

Ledgeways Charitable Trust reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $330K in qualifying distributions that year, against a required minimum of $333K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Ledgeways Charitable Trust fund?

No mission statement for the trust is provided. See mission & focus areas ↑

How do I apply for a grant from Ledgeways Charitable Trust?

The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Ledgeways Charitable Trust's EIN?

Ledgeways Charitable Trust's EIN (Employer Identification Number) is 86-6341052. IRS Form 990 filing data is available on this page for 2020–2025.

Does Ledgeways Charitable Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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