Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
RDMSJ CHARITABLE TRUST DTD 101392
 
Number and street (or P.O. box number if mail is not delivered to street address)CO R JAYE 26 MONMOUTH COURT APT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLINE, MA02446
A Employer identification number

04-6718853
B Telephone number (see instructions)

(617) 462-4954
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,441,726J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 25,010 24,508  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 96,599
b Gross sales price for all assets on line 6a 451,690
7 Capital gain net income (from Part IV, line 2)... 96,766
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 121,609 121,274  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,576 4,788   4,788
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,695 7,695   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
145 145   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
43 7   36
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,459 12,635   4,824
25 Contributions, gifts, grants paid....... 74,213 73,713
26 Total expenses and disbursements. Add lines 24 and 25 91,672 12,635   78,537
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,937
b Net investment income (if negative, enter -0-) 108,639
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 248    
2 Savings and temporary cash investments......... 8,429 36,383 36,383
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 581,399 Click to see attachment
List of Attached Documents:
// Content
575,324 		1,248,162
c Investments—corporate bonds (attach schedule)....... 74,092 Click to see attachment
List of Attached Documents:
// Content
84,356 		86,888
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 75,537 Click to see attachment
List of Attached Documents:
// Content
72,522 		70,293
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 739,705 768,585 1,441,726
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 739,705 768,585
29 Total net assets or fund balances (see instructions)..... 739,705 768,585
30 Total liabilities and net assets/fund balances (see instructions). 739,705 768,585
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
739,705
2
Enter amount from Part I, line 27a .....................
2
29,937
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
769,642
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,057
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
768,585
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 451,621   354,924 96,697
b 69     69
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       96,697
b       69
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 96,766
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,510
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,510
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,510
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 396
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 396
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 12
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,126
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowROBERT JAYE Telephone no.right arrow (617) 462-4954

Located atright arrow26 MONMOUTH COURT APT 2BROOKLINEMA ZIP+4right arrow02446
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROBERT A JAYE TRUSTEE
1.00 		0 0 0
26 MONMOUTH COURT
BROOKLINE,MA02446
DIANE JAYE TRUSTEE
1.00 		0 0 0
26 MONMOUTH COURT
BROOKLINE,MA02446
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,389,023
b
Average of monthly cash balances.......................
1b
16,025
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,405,048
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,405,048
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
21,076
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,383,972
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
69,199
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
69,199
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,510
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,510
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
67,689
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
67,689
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
67,689
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
78,537
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
78,537
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 67,689
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,928
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 78,537
a Applied to 2023, but not more than line 2a 1,928
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 67,689
e Remaining amount distributed out of corpus 8,920
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,920
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		8,920
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 8,920
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
ROBERT A JAYE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVENUE
DALLAS,TX75231 		  PC OPERATIONAL EXPENSES 50

THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 E 42ND STREET
NEW YORK,NY10017 		  PC OPERATIONAL EXPENSES 600

AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10004 		  PC OPERATIONAL EXPENSES 600

ANTI-DEFAMATION LEAGUE

605 THIRD AVE
NEW YORK,NY10158 		  PC OPERATIONAL EXPENSES 1,000

BEDFORD HIGH SCHOOL

47 NASHUA RD
BEDFORD,NH03110 		  GOV OPERATIONAL EXPENSES 23

BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVENUE
BOSTON,MA02215 		  PC OPERATIONAL EXPENSES 5,600

BLUE HILL OBSERVATORY SCIENCE CENTER INC

PO BOX 187
READVILLE,MA02137 		  PC OPERATIONAL EXPENSES 200

BOSTON CHILDRENS HOSPITAL

300 LONGWOOD AVENUE
BOSTON,MA02115 		  PC OPERATIONAL EXPENSES 100

BOSTON MEDICAL CENTER

1 BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118 		  PC OPERATIONAL EXPENSES 1,000

BOSTON PARTNERS IN EDUCATION

192 SOUTH ST SUITE 600
BOSTON,MA02111 		  PC OPERATIONAL EXPENSES 500

BOSTON UNIVERSITY

881 COMMONWEALTH AVE 4TH FL
BOSTON,MA02215 		  PC OPERATIONAL EXPENSES 3,500

BROCKTON EDUCATIONAL FOUNDATION INC

43 CRESCENT STREET
BROCKTON,MA02301 		  PC OPERATIONAL EXPENSES 500

BROOKLINE ARTS CENTER

86 MONMOUTH ST
BROOKLINE,MA02445 		  PC OPERATIONAL EXPENSES 100

BROOKLINE FOOD PANTRY

210 HARVARD STREET
BROOKLINE,MA02446 		  PC OPERATIONAL EXPENSES 250

BROOKLINE MUSIC SCHOOL

25 KENNARD ROAD
BROOKLINE,MA02445 		  PC OPERATIONAL EXPENSES 250

CAMP AVODA INC

23 GIBBS ROAD
MIDDLEBORO,MA02346 		  PC OPERATIONAL EXPENSES 250

CAPE COD HEALTHCARE FOUNDATION

25 COMMUNICATION WAY
HYANNIS,MA02601 		  PC OPERATIONAL EXPENSES 5,000

CENTER FOR ECONOMIC DEMOCRACY

PO BOX 300299
JAMAICA PLAIN,MA02130 		  PC OPERATIONAL EXPENSES 100

CHARLES RIVER WATERSHED ASSOCIATION INC

41 WEST STREET 8TH FLOOR NO 800
BOSTON,MA02111 		  PC OPERATIONAL EXPENSES 50

COMBINED JEWISH PHILANTHROPIES

126 HIGH STREET
BOSTON,MA02110 		  PC OPERATIONAL EXPENSES 25,100

CONGREGATION MISHKAN TEFILA

300 HAMMOND POND PARKWAY
CHESTNUT HILL,MA02461 		  PC OPERATIONAL EXPENSES 3,164

CROHN'S & COLITIS FOUNDATION

733 THIRD AVE SUITE 510
NEW YORK,NY10017 		  PC OPERATIONAL EXPENSES 2,167

EMERSON COLLEGE

120 BOYLSTON STREET
BOSTON,MA02116 		  PC OPERATIONAL EXPENSES 50

FALMOUTH SERVICE CENTER

611 GIFFORD ST
FALMOUTH,MA02540 		  PC OPERATIONAL EXPENSES 250

FASHION INSTITUTE OF TECHNOLOGY FOUNDATION

227 WEST 27TH STREET
NEW YORK,NY10001 		  PC OPERATIONAL EXPENSES 1,750

FOOD LINK INC

108 SUMMER STREET
ARLINGTON,MA02474 		  PC OPERATIONAL EXPENSES 1,250

GANN ACADEMY

333 FOREST STREET
WALTHAM,MA02452 		  PC OPERATIONAL EXPENSES 1,000

GATEWAYS ACCESS TO JEWISH EDUCATION

333 NAHANTON ST
NEWTON,MA02459 		  PC OPERATIONAL EXPENSES 500

GREATER BOSTON FOOD BANK

70 SOUTH BAY AVE
BOSTON,MA02118 		  PC OPERATIONAL EXPENSES 2,500

HARVARD UNIVERSITY

124 MT AUBURN ST
CAMBRIDGE,MA02138 		  PC OPERATIONAL EXPENSES 50

HEBREW COLLEGE

1860 WASHINGTON STREET
NEWTON,MA02466 		  PC OPERATIONAL EXPENSES 1,082

JEWISH FAMILY & CHILDREN'S SERVICE

1430 MAIN STREET
WALTHAM,MA02451 		  PC OPERATIONAL EXPENSES 1,000

MASSACHUSETTS ASSOCIATION OF SCIENCE TEACHERS INC

38 WILDWOOD LANE
GOSHEN,MA01032 		  PC OPERATIONAL EXPENSES 115

MUSEUM OF SCIENCE

1 SCIENCE PARK
BOSTON,MA02114 		  PC OPERATIONAL EXPENSES 300

NATIONAL SCIENCE TEACHING ASSOCIATION

1840 WILSON BOULEVARD
ARLINGTON,VA22201 		  PC OPERATIONAL EXPENSES 190

NEWTON CONSERVATORS

PO BOX 590011
NEWTON,MA02459 		  PC OPERATIONAL EXPENSES 50

PAMELA POSEN MEMORIAL FUND

265 MILBANK AVENUE
GREENWICH,CT06830 		  PF OPERATIONAL EXPENSES 500

PAN-MASSACHUSETTS CHALLENGE INC

77 FOURTH AVE
NEEDHAM,MA02494 		  PC OPERATIONAL EXPENSES 305

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAM ST 10TH FL
NEW YORK,NY10038 		  PC OPERATIONAL EXPENSES 1,500

ROSIES PLACE INC

889 HARRISON AVE
BOSTON,MA02118 		  PC OPERATIONAL EXPENSES 100

SEA EDUCATION ASSOCIATION INC

PO BOX 758
FALMOUTH,MA02541 		  PC OPERATIONAL EXPENSES 50

SPLC ACTION FUND

400 WASHINGTON AVE
MONTGOMERY,AL36104 		  NC OPERATIONAL EXPENSES 250

STEPS TO SUCCESS

PO BOX 470421
BROOKLINE VILLAGE,MA02447 		  PC OPERATIONAL EXPENSES 1,000

THE COOLIDGE CORNER THEATRE FOUNDATION

290 HARVARD ST
BROOKLINE,MA02446 		  PC OPERATIONAL EXPENSES 100

THE NEW YORK PUBLIC LIBRARY

270 MADISON AVENUE 11TH FL
NEW YORK,NY10016 		  PC OPERATIONAL EXPENSES 100

TUFTS MEDICAL CENTER

800 WASHINGTON STREET
BOSTON,MA02111 		  PC OPERATIONAL EXPENSES 5,000

TUFTS UNIVERSITY

169 HOLLAND STREET
SOMERVILLE,MA02144 		  PC OPERATIONAL EXPENSES 2,000

UNIVERSITY OF VERMONT

411 MAIN STREET
BURLINGTON,VT05401 		  PC OPERATIONAL EXPENSES 1,000

WGBH EDUCATION FOUNDATION

1 GUEST ST
BOSTON,MA02135 		  PC OPERATIONAL EXPENSES 750

WOODS HOLE OCEANOGRAPHIC INSTITUTION

86 WATER STREET
WOODS HOLE,MA02543 		  PC OPERATIONAL EXPENSES 1,010

WOODS HOLE COMMUNITY ASSOCIATION

PO BOX 327
WOODS HOLE,MA02543 		  PC OPERATIONAL EXPENSES 100

WOODS HOLE FILM FESTIVAL

PO BOX 624
WOODS HOLE,MA02543 		  PC OPERATIONAL EXPENSES 257
Total .................................right arrow 3a 74,213
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 25,010  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 96,599  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 121,609 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
121,609
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
RDMSJ CHARITABLE TRUST DTD 101392
EIN:
04-6718853
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 9,576 4,788   4,788

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
RDMSJ CHARITABLE TRUST DTD 101392
EIN:
04-6718853
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
PAMELA POSEN MEMORIAL FUND
  		265 MILBANK AVENUE
GREENWICH,CT06830 		2023-12-15 500 PROVIDE SERVICES TO YOUTH IN COMMUNITY.     08/13/24   GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE.
SPLC ACTION FUND
  		400 WASHINGTON AVE
MONTGOMERY,AL36104 		2023-12-18 250 SUPPORT HUMAN RIGHTS EFFORTS IN ISRAEL.     08/13/24   GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE.
PAMELA POSEN MEMORIAL FUND
  		265 MILBANK AVENUE
GREENWICH,CT06830 		2024-12-12 500 PROVIDE SERVICES TO YOUTH IN COMMUNITY. 500   8/13/24   GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE.
SPLC ACTION FUND
  		400 WASHINGTON AVE
MONTGOMERY,AL36104 		2024-11-26 250 SUPPORT HUMAN RIGHTS EFFORTS IN ISRAEL. 250   8/13/24   GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE.

TY 2024 InvestmentsCorpBondsSchedule
Name:
RDMSJ CHARITABLE TRUST DTD 101392
EIN:
04-6718853
Name of Bond End of Year Book Value End of Year Fair Market Value
10000 SHS US TREASURY NOTE 9/30/27 9,931 9,963
5000 SHS AIR LEASE CORP 6.0% 9/24/29 4,949 4,838
20000 SHS CITIGROUP INC 11/15/28 4,870 5,206
15000 SHS CITIGROUP INC 5/15/28 4,793 5,188
10000 SHS THE GOLDMAN SACHS 2/10/29 10,043 10,525
5000 SHS THE GOLDMAN SACHS 5/10/29 5,074 5,225
10000 SHS ENBRIDGE INC 8.25% 7/15/29 4,868 5,227
5000 SHS JPMORGAN CHASE & 5,095 5,219
10000 SHS STATE STREET CORP 10,024 10,188
5000 SHS THE CHARLES SCHWAB 4,717 4,850
5000 SHS APOLLO GLOBAL MANAG 4,980 4,946
5000 SHS ENERGY TRANSFER 4,870 4,975
10000 SHS DOMINION RESOURCES 10,142 10,538

TY 2024 InvestmentsCorpStockSchedule
Name:
RDMSJ CHARITABLE TRUST DTD 101392
EIN:
04-6718853
Name of Stock End of Year Book Value End of Year Fair Market Value
16 SHS ADOBE INC 7,804 7,115
75 SHS ADVANCED MICRO DEVICE 4,779 9,059
505 SHS ALPHABET INC. 16,367 95,597
453 SHS AMAZON.COM INC 20,118 99,384
100 SHS ANNALY CAPI 9.5834% PFD 2,508 2,573
231 SHS APPLE INC 8,292 57,847
102 SHS ARES CAP CORP 2,125 2,233
10 SHS BANK OF AMERICA 7.25% PFD 13,402 12,193
28 SHS BLACKROCK INC 13,275 28,703
40 SHS BROADCOM INC 9,227 9,274
46 SHS COSTCO WHOLESALE CO 7,208 42,148
22 SHS CYBERK SOFTWARE LTD 7,086 7,329
53 SHS EVEREST REINSURANCE GR F 20,522 19,210
185 SHS EXPEDIA GROUP INC 18,442 34,471
200 SHS FIFTH THIRD 6.625% PFD 5,119 5,064
491 SHS FREEPORT-MCMORAN INC 14,593 18,697
64 SHS HOME DEPOT INC 7,548 24,895
164 SHS JPMORGAN CHASE & CO 14,127 39,312
147 SHS KEYCORP 6.125% PFD 3,609 3,609
159 SHS MASTERCARD INC 28,868 83,725
94 SHS META PLATFORMS INC 8,383 55,038
169 SHS MICROSOFT CORP 9,095 71,234
100 SHS MORGAN STANL 6.375% PFD 2,508 2,510
100 SHS MORGAN STANLE 7.75% PFD 2,505 2,523
27 SHS MSCI INC 3,034 16,200
150 SHS NEW MTN FIN CORP 1,893 1,689
129 SHS NOVO-NORDISK A S F 13,963 11,097
368 SHS NVIDIA CORP 36,939 49,419
168 SHS PALO ALTO NETWORKS 19,825 30,569
66 SHS POOL CORP 22,449 22,502
150 SHS PROGRESSIVE CORP OH 28,264 35,942
178 SHS SALESFORCE.COM 21,519 59,511
50 SHS SERVICE NOW INC 20,054 53,006
90 SHS THE BOEING CO 6% PFD 4,799 5,480
92 SHS THE TRADE DESK INC 11,388 10,813
77 SHS THERMO FISHER SCIENTIFIC 11,874 40,058
59 SHS WORKDAY INC 10,365 15,224
116 SHS ZOETIS INC 6,550 18,900
858 SHS GLOBAL X US INFRA 32,956 34,672
184 SHS INVESCO AEROSPACE & 10,488 21,110
126 SHS ISHARES CORE S&P SMALL 15,627 14,518
485 SHS ISHARES GLOBAL ENERGY 13,202 18,517
269 SHS ISHARES GLOBAL 100 ETF 22,375 29,828
1371 SHS SCHWAB INTERNATIONAL EQUITY ETF 20,250 25,364

TY 2024 InvestmentsOtherSchedule2
Name:
RDMSJ CHARITABLE TRUST DTD 101392
EIN:
04-6718853
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
130 SHS AFFILIATED MANA 6.75% PFD AT COST 3,324 3,202
269 SHS APOLLO GLOBAL 7.625% PFD AT COST 6,955 7,126
236 SHS BLUEROCK TOTAL INCOME+ REAL ESTATE I AT COST 8,387 6,331
3262 SHS CARLYLE TACTICAL PRIVATE AT COST 27,638 27,731
901.032 SHS FIRST TRUST ALT OPPORTUNITIES FD I AT COST 24,498 24,220
158 SHS CLIFFWATER CORPORATE LEN AT COST 1,720 1,683

TY 2024 OtherDecreasesSchedule
Name:
RDMSJ CHARITABLE TRUST DTD 101392
EIN:
04-6718853
Description Amount
TIMING DIFFERENCES 1,057


TY 2024 OtherExpensesSchedule
Name:
RDMSJ CHARITABLE TRUST DTD 101392
EIN:
04-6718853
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MA STATE FILING FEE 36 0   36
ADR FEES 7 7   0


TY 2024 OtherProfessionalFeesSchedule
Name:
RDMSJ CHARITABLE TRUST DTD 101392
EIN:
04-6718853
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES - CHARLES SCHWAB 7,695 7,695   0


TY 2024 TaxesSchedule
Name:
RDMSJ CHARITABLE TRUST DTD 101392
EIN:
04-6718853
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 145 145   0