Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
Jerome Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)541 E Chapman Ave Suite B
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Orange, CA92866
A Employer identification number

95-6039063
B Telephone number (see instructions)

(714) 538-2393
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,278,782J 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) 50,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 351,926 351,926 351,926
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,992
b Gross sales price for all assets on line 6a 623,243
7 Capital gain net income (from Part IV, line 2)... 5,992
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)....... Click to see attachment 3,957    
12 Total. Add lines 1 through 11........ 411,875 357,918 351,926
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 5,925      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 195 110    
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 list of attachments 30,104 21,565    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,224 21,675   0
25 Contributions, gifts, grants paid....... 572,128 572,128
26 Total expenses and disbursements. Add lines 24 and 25 608,352 21,675   572,128
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -196,477
b Net investment income (if negative, enter -0-) 336,243
c Adjusted net income (if negative, enter -0-)... 351,926
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 87,412 290,279 290,279
2 Savings and temporary cash investments......... 623,946 419,713 419,713
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 5,327,053 Click to see attachment5,374,576 11,481,292
c Investments—corporate bonds (attach schedule)....... 339,683 Click to see attachment87,740 87,498
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,378,094 6,172,308 12,278,782
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 bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund 2,844,803 2,844,803
29 Retained earnings, accumulated income, endowment, or other funds 3,533,291 3,327,505
30 Total net assets or fund balances (see instructions)..... 6,378,094 6,172,308
31 Total liabilities and net assets/fund balances (see instructions). 6,378,094 6,172,308
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,378,094
2
Enter amount from Part I, line 27a .....................
2
-196,477
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,181,617
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,309
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,172,308
Form 990-PF (2015)
Form 990-PF (2015)
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 Citi Group P 2010-01-01 2015-01-05
b Nations Bank P 2010-01-01 2015-08-17
c Gilead SCI P 2010-01-01 2015-12-15
d IShares Gold Trust P 2010-01-01 2015-03-03
e IShares Inc MSCI CDA Inc P 2010-01-01 2015-12-29
IShares LAT AM P 2010-01-01 2015-06-18
IShares LAT AM P 2010-01-01 2015-09-23
McDonalds P 2010-01-10 2015-03-03
P&G P 2010-01-01 2015-12-15
Precision Castpart P 2010-01-01 2015-09-23
Alphabet Inc P 2010-01-01 2015-12-15
Apple P 2010-01-01 2015-06-18
Exxon P 2010-01-01 2015-12-29
Macerich Co P 2010-01-01 2015-06-04
Macerich Co P 2010-01-01 2015-09-23
Diamond Hill P 2010-01-01 2015-02-27
LV Sands P 2010-01-01 2015-12-29
IShares Mexi P 2010-01-01 2015-06-18
IShares So Korea P 2010-01-01 2015-06-19
Qualcomm Inc P 2010-01-01 2015-03-03
Fastenal P 2010-01-01 2015-09-23
Sandisk P 2010-01-01 2015-07-07
ASG Glob Alternate P 2010-01-01 2015-12-24
JOHCM International P 2010-01-01 2015-12-24
(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 200,000   223,384 -23,384
b 100,000   116,299 -16,299
c 10,388   880 9,508
d 48,022   42,519 5,503
e 17,496   19,916 -2,420
4,935   4,846 89
19,731   24,522 -4,791
19,866   11,585 8,281
10,646   2,308 8,338
17,203   12,460 4,743
92   57 35
16,508   1,865 14,643
16,941   18,614 -1,673
12,525   5,852 6,673
7,764   3,901 3,863
25,424   16,536 8,888
13,453   17,498 -4,045
7,807   9,482 -1,675
11,576   12,766 -1,190
5,396   4,771 625
9,357   12,957 -3,600
8,551   9,367 -816
17,903   19,866 -1,963
21,659   25,000 -3,341
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       -23,384
b       -16,299
c       9,508
d       5,503
e       -2,420
      89
      -4,791
      8,281
      8,338
      4,743
      35
      14,643
      -1,673
      6,673
      3,863
      8,888
      -4,045
      -1,675
      -1,190
      625
      -3,600
      -816
      -1,963
      -3,341
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 5,992
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 555,339 12,685,155 0.04378
2013 636,006 11,621,279 0.05473
2012 407,818 10,490,159 0.03888
2011 477,274 10,108,772 0.04721
2010 460,444 9,358,410 0.04920
2
Total of line 1, column (d) .....................
20.233798
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.046760
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
12,442,060
5
Multiply line 4 by line 3......................
5
581,791
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,362
7
Add lines 5 and 6........................
7
585,153
8
Enter qualifying distributions from Part XII, line 4.............
8
572,128
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,725
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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  
3 Add lines 1 and 2........................... 3 6,725
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,725
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 6,696
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,696
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 29
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-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 Instructions
for 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
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:
  • By language in the governing instrument, or
  • 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
     
    No
    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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletSherrie Spray Telephone no.bullet (714) 538-2393

    Located atbullet541 E Chapman Ave Ste BOrangeCA ZIP+4bullet928661648
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
    No
    ........bullet
    c
    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 2015?.............
    1c
     
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2015 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 2015.)..................
    3b
     
    No
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-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:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
    No
    .........bullet
    c
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    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
    James M Andreoli President
    0.00     		0    
    4020 Bandini Blvd
    Vernon,CA90058
    Richard Jerome Director
    0.00     		0    
    4020 Bandini Blvd
    Vernon,CA90058
    Jeffrey Wilson Director
    0.00     		0    
    4020 Bandini Blvd
    Vernon,CA90058
    Mitchell Ebright Sec/Treas
    0.00     		0    
    4020 Bandini Blvd
    Vernon,CA90058
    Martha E Morales Director
    0.00     		0    
    4020 Bandini Blvd
    Vernon,CA90058
    Anthony Andreoli Director
    0.00     		0    
    4020 Bandini Blvd
    Vernon,CA90058
    James A Andreoli Director
    0.00     		0    
    4020 Bandini Blvd
    Vernon,CA90058
    Andrew Andreoli Director
    0.00     		0    
    4020 Bandini Blvd
    Vernon,CA90058
    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...................bullet  
    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.............bullet  
    Part IX-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 IX-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.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    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
    11,736,439
    b
    Average of monthly cash balances.......................
    1b
    895,094
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,631,533
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    12,631,533
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    189,473
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,442,060
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    622,103
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    622,103
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    6,725
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,725
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    615,378
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    615,378
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    615,378
    Part XII
    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
    572,128
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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 V, line 8, and Part XIII, line 4
    4
    572,128
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    572,128
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 615,378
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 429,396
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 572,128
    a Applied to 2014, but not more than line 2a 429,396
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 142,732
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		472,646
    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) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2015, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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).)
    James M Andreoli
    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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Jerome Foundation
    541 E Chapman Ave Suite B
    Orange,CA92866
    (714) 538-2393
    bThe form in which applications should be submitted and information and materials they should include:
    No standard form or specific format
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    See statement attached
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    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
    La Habra Children's Museum
    301 S Euclid
    La Habra,CA90631     		Public Charity Public Unrestricted 10,000
    Variety BoysGirls Club
    2530 Cincinnati St
    Los Angeles,CA90033     		Public Charity Public Unrestricted 27,500
    YMCA - Whittier
    12817 East Hadley Street
    Whittier,CA90601     		Public Charity Public Unrestricted 10,000
    CA Special Olympics
    6730 Carson Street
    Long Beach,CA90808     		Public Charity Public Unrestricted 10,000
    Children's Hospital of LA
    4650 Sunset Blvd
    Los Angeles,CA90027     		Public Charity Public Unrestricted 10,000
    Children's Hospital of OC
    455 South Main Street
    Orange,CA92868     		Public Charity Public Unrestricted 10,000
    Future Farmer's - Nat'l
    6060 FFA Drive
    Indianapolis,IN46268     		Public Charity Public Unrestricted 10,000
    Jerome Foundation
    Salcedo Cor Gamboa Sts
    Salcedo Village,Salcedo Cor Gambo1227
    RP     		Private Foundation Public Unrestricted 185,128
    Downey Civic Light Opera
    PO Box 429
    Downey,CA90241     		Public Charity Public Unrestricted 5,000
    Whittier BoysGirls Club
    7905 South Greenleaf Ave
    Whittier,CA90602     		Public Charity Public Unrestricted 10,000
    Jr Achievement LA
    6250 Forest Lawn Drive
    Los Angeles,CA90068     		Public Charity Public Unrestricted 10,000
    Union Rescue Mission
    545 S San Pedro St
    Los Angeles,CA90013     		Public Charity Public Unrestricted 10,000
    Children of the Night
    14530 Sylvan St
    Van Nuys,CA91411     		Public Charity Public Unrestricted 10,000
    Jerome Peacock-USC Loan
    1975 Zonal Ave
    Los Angeles,CA90033     		Public Charity Public Unrestricted 25,000
    LA Maritime Institute
    Berth 73 Suite 2
    San Pedro,CA90731     		Public Charity Public Unrestricted 10,000
    LA Food Bank
    1734 E 41st Street
    Los Angeles,CA90058     		Public Charity Public Unrestricted 5,000
    Make a Wish Fndtn
    1875 Century Park E Ste 950
    Los Angeles,CA90067     		Public Charity Public Unrestricted 10,000
    KCET
    2900 Alameda
    Burbank,CA91505     		Public Charity Public Unrestricted 2,500
    CA Highway Patrol 11-99 Fnd
    2244 N State College Blvd
    Fullerton,CA92831     		Public Charity Public Unrestricted 17,000
    Lilac Blind Foundation
    1212 N Howard
    Spokane,WA99201     		Public Charity Public Unrestricted 5,000
    Boy Scouts of America
    1211 E Dyer Road
    Santa Ana,CA92706     		Public Charity Public Unrestricted 10,000
    Whittier College
    13406 E Philadelphia St
    Whittier,CA90608     		Public Charity Public Unrestricted 10,000
    Sight for Kids Inc
    PO Box 245
    Whittier,CA90608     		Public Charity Public Unrestricted 10,000
    ARC of Southeast LA County
    12049 Woodruff
    Downey,CA90241     		Public Charity Public Unrestricted 10,000
    Holy Angels Church of Deaf
    4433 S Santa Fe
    Vernon,CA90058     		Public Charity Public Unrestricted 10,000
    Pacific Crest Youth Arts Org
    21231 Fountain Springs Rd
    Diamond Bar,CA91765     		Public Charity Public Unrestricted 10,000
    Covenant House - Hollywood
    1325 N Western Avenue
    Hollywood,CA90027     		Public Charity Public Unrestricted 10,000
    CASA of Marion County Inc
    PO Box 12765
    Salem,OR97309     		Public Charity Public Unrestricted 5,000
    Matt Leinart Foundation
    17280 Newhope Street
    Fountain Valley,CA92708     		Public Charity Public Unrestricted 10,000
    Whittier Presbyterian Church
    12401 Washington Blvd
    Whittier,CA90602     		Public Charity Public Unrestricted 10,000
    USC Norris Cancer
    1441 Eastlake Ave Room 80
    Los Angeles,CA90033     		Public Charity Public Unrestricted 15,000
    Community Family Guidance
    8320 Iowa Street
    Downey,CA90241     		Public Charity Charity Unrestricted 2,500
    Epilepsy Foundation
    5777 N Century Blvd Ste 820
    Los Angeles,CA90045     		Public Charity Charity Unrestricted 5,000
    John Tracy Clinic
    806 West Adams Blvd
    Los Angeles,CA90007     		Public Charity Charity Unrestricted 20,000
    Keck School of Medicine
    1975 Zonal KAM 302
    Los Angeles,CA90033     		Public Charity Charity Unrestricted 15,000
    KOCE
    POBox 25113
    Santa Ana,CA92799     		Public Charity Charity Unrestricted 2,500
    Laura's House
    909 Corporate Drive Suite 225
    Ladera Ranch,CA92694     		Public Charity Public Unrestricted 5,000
    Wounded Warrior Project
    PO Box 758517
    Topeka,KS66675     		Public Charity Public Unrestricted 10,000
    International Sanctuary
    17935 Sky Park Circle Suite F
    Irvine,CA92614     		Community Service Org Public Unrestricted 5,000
    International Seafarers Center
    120 South Pico
    Long Beach,CA90807     		Public Charity Public Unrestricted 5,000
    Total .................................bullet 3a 572,128
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-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....     14 351,926  
    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.....     14 3,957  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 5,992  
    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)..   361,875  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13361,875
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3-8 The income provided the funds for the foundation's charitable distributions.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    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) of the Code (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) of the Code (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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID: 15000324
    Software Version: 2015v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    Jerome Foundation
     
    Employer identification number

    95-6039063
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    Jerome Foundation
          		Employer identification number
    95-6039063
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    James M Andreoli  
    4020 Bandini Blvd
     
    Vernon, CA90058

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    Jerome Foundation
          		Employer identification number

    95-6039063
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    Jerome Foundation
          		Employer identification number

    95-6039063
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID: 15000324
    Software Version: 2015v2.0

    TY 2015 AccountingFeesSchedule
    Name:
    Jerome Foundation
    EIN:
    95-6039063
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 5,925 0 0 0

    TY 2015 GeneralExplanationAttachment
    Name:
    Jerome Foundation
    EIN:
    95-6039063
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF Part XV, 2d - Supplementary InformationNone - Grants are made at the discretion of the trustees and are generally limited to Southern California public charitable organizations: principal private donee has been Jerome Foundation (Phillipines).

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    Jerome Foundation
    EIN:
    95-6039063
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Vanguard St. Term Bond ETF - 975 shs 77,740 77,581
    Ally Financial Note - $10,000 10,000 9,917

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Jerome Foundation
    EIN:
    95-6039063
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Am Electric Power 1500 shs 58,403 87,405
    AT & T 3000 shs 102,339 103,230
    Bank of America 6100 shs 93,740 102,663
    Bristol Myers 4600 shs 84,750 316,434
    CA Water Service 2000 shs 25,640 46,540
    Caterpillar 3600 shs 170,746 244,656
    Chevron Texaco 1122 shs 36,510 100,935
    Cisco 800 shs 23,795 21,724
    Clarcor 10000 shs 83,583 496,800
    Deere & Co. 6000 shs 153,675 457,620
    Dow Chemical 1000 shs 39,032 51,480
    Du Pont 1200 shs 62,382 79,920
    Edison 2200 shs 59,334 130,262
    Emerson Electric 8400 shs 207,395 401,772
    Exxon Mobil 5800 shs 180,938 452,110
    GE 32800 shs 545,735 1,027,950
    General Mills 12400 shs 232,851 726,516
    Ill Tool 1000 shs 40,331 92,680
    Ingersol Rand 1100 shs 28,985 60,819
    Intel 6500 shs 215,268 223,925
    IBM - 2000 shs 217,646 275,240
    Johnson & Johnson 5100 shs 312,613 523,872
    John Hancock Fund 600 shs 14,850 8,628
    Kimberly Clark 4700 shs 182,381 598,310
    Babson Corp 9400 shs 98,833 162,150
    Microsoft 1100 shs 28,976 61,028
    Mirant Warrants 1192 shs 1,426  
    Pfizer 2470 shs 53,364 86,188
    Proctor & Gamble 10815 shs 291,908 858,819
    P G & E 500 shs 20,144 26,595
    RPM 4000 shs 49,156 176,240
    Smucker 66 shs 2,190 8,140
    So. Company 4500 shs 97,235 210,555
    3M Co. 6000 shs 225,621 903,840
    US Bankcorp Del 2031 shs 13,406 86,663
    Verizon 1220 shs 56,843 56,388
    Walmart 1640 shs 62,968 100,532
    Teradata Corp 374 shs 224 9,881
    Berkshire 850 shs 17,546 112,234
    Chevron Texaco 500 shs 17,224 44,980
    Conoco Phillips 500 shs 24,029 23,345
    Gilead Sci 800 shs 7,037 80,952
    Johnson & Johnson 500 shs 6,798 51,360
    Proctor & Gamble 355 shs 6,553 28,191
    Pepsico 400 shs 18,157 39,968
    Alphabete Inc. - Cl A 60 shs 21,025 46,681
    Apple 1270 shs 18,217 133,680
    Wells Fargo 2500 shs 59,125 135,900
    McDonalds 300 shs 17,377 35,442
    CVS/Caremark 600 shs 22,366 58,662
    Century Link 84 shs 2,127 2,113
    Nextra Energy 1000 shs 54,644 103,890
    Capital One Financial 600 shs 22,945 43,308
    CVS/Caremark 150 shs 4,299 14,665
    IShares Inc MSCI Emg Mkt 640 shs 17,952 20,602
    IShares Taiwan 2000 shs 22,304 25,540
    Abbott Laboratory 100 shs 2,622 4,491
    Advanced Data Processing 700 shs 40,285 76,248
    Frontier Communications 292 shs 3,829 1,364
    Macerich 500 shs 19,502 40,345
    SPDR DJ Wilshire 400 shs 14,360 15,648
    Vanguard REIT VIP 625 shs 34,028 49,831
    Merger FD SH 1569.992 shs 25,060 23,971
    Amazon 50 shs 10,271 33,794
    Accentive 200 shs 10,940 20,900
    Diageo PLC_ADR 125 shs 9,815 13,634
    ECOLab 200 shs 10,006 22,876
    Federated Strat 8328.257 shs 40,000 46,972
    Costco 125 shs 10,590 20,187
    Union Pacific 250 shs 12,274 19,550
    Abbott Labs - 100 shs 3,316 4,491
    Aff Managers GP - 40 shs 5,206 6,390
    Celanese Corp - 100 shs 4,024 6,733
    Microsoft - 300 shs 9,304 16,644
    Visa Class - 100 shs 10,256 31,020
    Drehaus Act - 2365.184 shs 25,000 23,534
    Fed Ex - 100 shs 9,295 14,899
    IShares MISCI - 425 shs 25,314 24,956
    IShares Mid Cap S&P - 300 shs 41,883 48,288
    IShares Mid Cap 400 - 225 shs 25,753 31,347
    Danaher - 175 shs 9,842 16,254
    Eaton Corp - 58.109 shs 3,077 3,018
    Abbvie - 100 shs 3,722 5,924
    ISH Core S&P SM Cap - 715 shs 53,092 55,055
    HSBC Frontier Mkt - 806.452 shs 10,000 8,911
    AQR Managed - 995.061 shs 10,000 10,130
    ASG Glob Alternative - 2192.28 shs 25,133 23,326
    Boston P. Long - 2756.20 shs 40,000 41,095
    Abbvie - 100 shs 2,843 5,924
    Allegion Public Ltd 6,439 24,127
    Ford Motors - 2000 shs 32,643 28,180
    Alphabet, Inc - Class C - 60 shs 20,901 45,533
    Glaxosmithkline - 1000 shs 43,406 40,350
    Halyard Health - 587 shs 7,759 19,612
    Aqua America-1000 shs 26,827 29,800
    CDR Global-300 shs 5,723 14,241
    Neuberger Berman Long Shares 2056.47 shs 27,000 25,873
    TJX Co - 150 shs 10,785 10,636
    Tweedy Browns Fnd Global Va. #1 - 931.79 25,000 22,792
    Team Health Holdings - 300 shs 15,522 13,167
    Walt Disney - 150 shs 15,549 15,762
    Chemours - 240 shs 3,342 1,286
    Conagra - 1000 shs 38,097 42,160

    TY 2015 OtherDecreasesSchedule
    Name:
    Jerome Foundation
    EIN:
    95-6039063
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Amount
    Federal income taxes 9,309


    TY 2015 OtherExpensesSchedule
    Name:
    Jerome Foundation
    EIN:
    95-6039063
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank charges 1,090      
    Bookkeeping service 7,310      
    Investment fees 21,565 21,565    
    Office expense 49      
    Storage 90      


    TY 2015 OtherIncomeSchedule2
    Name:
    Jerome Foundation
    EIN:
    95-6039063
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 3,957    


    TY 2015 TaxesSchedule
    Name:
    Jerome Foundation
    EIN:
    95-6039063
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign taxes 110 110    
    Non Profit Corp Fee 10      
    Other 75