Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
JOHN J & FREDA C MONNOT SCHOLARSHIP
FUND INC

Number and street (or P.O. box number if mail is not delivered to street address)1528 STARR DR   Room/suite
City or town, state, and ZIP code
YUBA CITY, CA95993
A Employer identification number

68-0429307
B Telephone number (see instructions)

(530) 674-4211
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,637,761
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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 bullet
3 Interest on savings and temporary cash investments 31 31 31
4 Dividends and interest from securities...... 63,794 63,794 63,794
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 163,284
b Gross sales price for all assets on line 6a 1,513,129
7 Capital gain net income (from Part IV, line 2)... 163,284
8 Net short-term capital gain......... 1,619
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........ 227,109 227,109 65,444
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)....... 9,308      
c Other professional fees (attach schedule).... 11,964      
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 607      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 58,003      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,882 0   0
25 Contributions, gifts, grants paid........ 73,900 73,900
26 Total expenses and disbursements. Add lines 24 and 25 153,782 0   73,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 73,327
b Net investment income (if negative, enter -0-) 227,109
c Adjusted net income (if negative, enter -0-)... 65,444
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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...............      
2 Savings and temporary cash investments.......... 213,053 108,919 108,919
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 page 15 of the
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)........ 1,351,381 Click to see attachment1,528,842 1,528,842
c Investments—corporate bonds (attach schedule)........      
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) 1,564,434 1,637,761 1,637,761
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) Click to see attachment1 Click to see attachment1
23 Total liabilities (add lines 17 through 22).......... 1 1
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 1,564,433 1,637,760
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    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,564,433 1,637,760
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,564,434 1,637,761
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 1,564,433
2 Enter amount from Part I, line 27a..................... 2 73,327
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,637,760
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,637,760
Form 990-PF (2012)
Form 990-PF (2012)
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.)
1a
b
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
b
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
b
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 2 163,284
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 1,619
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 page 18 of the 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))
2011 103,205 1,610,607 0.06408
2010 96,328 1,473,884 0.06536
2009 92,806 1,454,478 0.06381
2008 104,736 1,448,671 0.07230
2007 48,536 1,107,436 0.04383
2 Total of line 1, column (d) ...................... 2 0.30937
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 0.06187
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 1,673,021
5 Multiply line 4 by line 3....................... 5 103,515
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,271
7 Add lines 5 and 6......................... 7 105,786
8 Enter qualifying distributions from Part XII, line 4.............. 8 73,900
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 (2012)
Form 990-PF (2012)
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 Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,542
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 4,542
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 4,542
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a  
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  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 18
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,560
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 2013 estimated taxBullet   Refunded Bullet 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 page 19 of
the 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
    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 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 2012 or the taxable year beginning in 2012 (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
    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 ofbulletTENNEY & COMPANY CPAS Telephone no.bullet (530) 674-4211
    Located atbullet1528 STARR DR STE AYUBA CITYCA ZIP+4bullet95993
    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 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    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 page 20 of the 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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 2012 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 2012.)....................
    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 2012?
    4b
     
    No
    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 509(a)(1), (2), or (3), or section 4940(d)(2)? (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 (2012)
    Form 990-PF (2012)
    Page 6
    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
    GARY TAXERA OD Secretary
    0.00
    0    
    660 DALE AVE
    YUBA CITY,CA95993
    JERRY CRIPPEN CFO
    0.00
    0    
    PO BOX 590
    MARYSVILLE,CA95901
    JEROME D TENNEY PRESIDENT
    0.00
    0    
    1571 COATS DRIVE
    YUBA CITY,CA95993
    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  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    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
    1,419,978
    b
    Average of monthly cash balances.......................
    1b
    278,520
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,698,498
    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
    1,698,498
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,477
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,673,021
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    83,651
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    83,651
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    4,542
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,542
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    79,109
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    79,109
    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
    79,109
    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
    73,900
    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
    73,900
    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
    73,900
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2011
    (c)
    2011
    (d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 79,109
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008....... 33,230
    c From 2009....... 20,612
    d From 2010....... 23,584
    e From 2011....... 103,862
    fTotal of lines 3a through e......... 181,288
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 73,900
    a Applied to 2011, but not more than line 2a  
    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 2012 distributable amount..... 73,900
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012. 5,209 5,209
    (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 5 176,079
    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 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......
    176,079
    10 Analysis of line 9:
    a Excess from 2008.... 28,021
    b Excess from 2009.... 20,612
    c Excess from 2010.... 23,584
    d Excess from 2011.... 103,862
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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).)
    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 of the person to whom applications should be addressed:
    JOHN J FREDA C MONNOT SCHOLARSHIP F
    1528 STARR DR STE A
    YUBA CITY,CA95993
    (530) 674-4211
    bThe form in which applications should be submitted and information and materials they should include:
    HIGH SCHOOL SCHOLARSHIP APPLICATION FORM INCLUDING THREE LETTERS OF RECOMMENDATION, HIGH SCHOOL TRANSCRIPT, LIST OF AWARDS AND ACCOMPLISHMENTS, AND COMMUNITY SERVICE.
    cAny submission deadlines:
    APRIL 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    HIGH SCHOOL GRADUATES FROM SUTTER AND YUBA COUNTIES
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    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
    TABITHA PETERSON
    3932 HALSEY AVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,000
    JESSE CLARK
    3068 PASEO RD
    LIVE OAK,CA95953
    NONE INDIV COLLEGE SCHOLARSHIP 500
    JACLYN LEWIS
    813 BROADWAY ROAD
    ARBOGA,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 300
    ZOUA YANG
    1004 LAUREL AVENUE
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 100
    YENGXI VANG
    2574 HORMAN DRIVE
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 100
    WESTON CHILDERS
    3207B NORTH MERIDIAN ROAD
    MERIDIAN,CA95957
    NONE INDIV COLLEGE SCHOLARSHIP 500
    TYLER WOOD
    2510 RIO OSO RD
    RIO OSO,CA95674
    NONE INDIV COLLEGE SCHOLARSHIP 500
    TOU VANG
    6343 MELISSA COURT
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 100
    THOMAS WRIGHT
    PO BOX 240872
    ANCHORAGE,AK99524
    NONE INDIV COLLEGE SCHOLARSHIP 3,000
    THE MASTER'S COLLEGE FBO SARAH HALL
    21726 PLACERITA CANYON ROAD
    SANTA CLARITA,CA91321
    NONE INDIV COLLEGE SCHOLARSHIP 300
    TAYLOR MAROZINE
    1125 JOHNSON AVE
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 500
    TAYLOR LONG
    4525 MEADOW WAY
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 500
    SUSAN ANGELES CARRION
    1730 MICH ST
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,000
    SUKHPREET KAUR
    1543 BAY DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 300
    SHANNON PAYNE
    966 OLD HWY 30
    GLENNS FERRY,ID83623
    NONE INDIV COLLEGE SCHOLARSHIP 2,500
    SANDRA MUNOZ LULE
    1577 KAREN WAY
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 100
    RYLEA TAYLOR
    632 DIAMOND POINTE WAY
    YUBA CITY,CA95991
    NONE INDIV COLLEGE SCHOLARSHIP 800
    RILEY SHILL
    5121 PLEASANT GROVE ROAD
    PLEASANT GROVE,CA95668
    N/A INDIV COLLEGE SCHOLARSHIP 300
    RANBIR MANN
    855 IDA WAY
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARHSIP 300
    RAHELLA NAZ
    450 THARP ROAD
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 500
    PAOLA SOTELO
    2454 REBECCA WAY
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 2,000
    MUNDEEP PUREWAL
    1154 PICO COURT
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 400
    MOISES ROMERO
    1861 PARK CIRCLE
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 300
    MARTHA DE LA VEGA
    PO BOX 1406
    YUBA CITY,CA95992
    NONE INDIV COLLEGE SCHOLARSHIP 300
    MARGERY MAGILL
    373 SHANNON ROAD
    YUBA CITY,CA95991
    NONE INDIV COLLEGE SCHOLARSHIP 400
    MANEET KAUR
    1905 JOSEPHINE WAY
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 400
    MAI HER
    2452 WYDA WAY 3
    SACRAMENTO,CA95825
    NONE INDIV COLLEGE SCHOLARSHIP 700
    LAURA DUNHAM
    1354 GENEVA AVENUE
    YUBA CITY,CA95991
    NONE INDIV COLLEGE SCHOLARSHIP 500
    KYLE FILTER
    5643 BROADWAY
    LIVE OAK,CA95953
    NONE INDIV COLLEGE SCHOLARSHIP 300
    KRISTY VANG
    1796 FERNWOOD DRIVE
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 100
    KIRANJEET THIARA
    1831 TRACY DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 300
    KELINA OROZCO
    345 GURDAS COURT
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 100
    KAYLEE POPPINGA
    2300 MANN DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 100
    KARAH KEMMERLY
    861 KAREN DRIVE
    YUBA CITY,CA95991
    NONE INDIV COLLEGE SCHOLARSHIP 400
    KAOLEE XIONG
    1360 AMARANTH ST
    PLUMAS LAKE,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 100
    KANG HER
    1725 MAYWOOD DRIVE
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 100
    JOSEPH SANDOVAL
    6025 COLLEGE VIEW DR APT 129
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 500
    JESSICA BECHTEL
    4693 ARDMORE AVE
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 400
    JENNIFER VUE
    USC 600 MCLAUGHLIN DRIVE
    SANTA CRUZ,CA95064
    NONE INDIV COLLEGE SCHOLARSHIP 100
    JACQUELINE VAN RUITEN
    PO BOX 332
    ROBBINS,CA95676
    NONE INDIV COLLEGE SCHOLARSHIP 600
    JACOB YOUNG
    PO BOX 300
    OREGON HOUSE,CA95962
    NONE INDIV COLLEGE SCHOLARSHIP 400
    HEENA VASUDEVA
    517 HARDING ROAD
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,200
    GWYNETH PALMER
    1837 CALAIS DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,500
    GREGORY CONANT
    3558 BEAR RIVER DRIVE
    RIO OSO,CA95674
    NONE INDIV COLLEGE SCHOLARSHIPS 300
    GRANT CAMPBELL
    2372 ACACIA AVENUE
    SUTTER,CA95982
    NONE INDIV COLLEGE SCHOLARSHIP 1,500
    GABRIELLE COOMES
    515 AMARPAL CT
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 300
    FAITH PHILIPP
    1565 SPYGLASS DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 500
    EMILEE GIDLEY
    11930 CRYSTAL WELLS ROAD
    NEVADA CITY,CA95959
    NONE INDIV COLLEGE SCHOLARSHIP 1,200
    DAVID STREETER
    3437 YORKTOWN DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 100
    DARIAN OROZCO
    345 GURDAS COURT
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 100
    DANIELLE LATHROP
    40 OCEANO AVE APT 17
    SANTA BARBARA,CA93109
    NONE INDIV COLLEGE SCHOLARSHIP 3,000
    COURTNEY TAYLOR
    6151 FRANKLIN ROAD
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 300
    CHARNDIP CLAIR
    1670 SESSLER DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 300
    BRYCE THORNTON
    1231 LA GRANDE AVENUE
    YUBA CITY,CA95991
    NONE INDIV COLLEGE SCHOLARSHIP 700
    BENJAMIN BOGERT
    4053 MARKLEY ROAD
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 300
    BALJINDER KAUR
    1895 GERMAINE DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 300
    ANA RODRIGUEZ
    1755 MAYWOOD DRIVE
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 1,500
    ALEXIS SULLIVAN
    PO BOX 501
    BROWNS VALLEY,CA95918
    NONE INDIV COLLEGE SCHOLARSHIP 400
    ABIGAIL WISSINK
    1964 BAUGH STREET
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 300
    AMANDA MOUA
    5807 MONTCLAIR AVENUE
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 100
    ALLISON OLIVERA
    3546 MAWSON ROAD
    MERIDIAN,CA95957
    NONE INDIV COLLEGE SCHOLARSHIP 700
    WENDY VANG
    830 G STREET
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 300
    TAYLOR SCOTT
    1994 HARDIAL DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,000
    TAYLOR DEBEER
    1588 CAROLEIGH WAY
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 300
    SUREENA BASRA
    757 INDER LANE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 500
    SHRINA SAHOTA
    1823 JOSEPHINE WAY
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 300
    SETH DAVIS
    1769 EDWIN DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 500
    RUBEENA BASRA
    757 INDER LANE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 400
    RAYMOND REED
    12026 THOME ROAD
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 1,000
    PRABHJOT AUJLA
    625 TRUCKEE COURT
    YUBA CITY,CA95991
    NONE INDIV COLLEGE SCHOLARSHIP 600
    PA YANG
    1506 HAMMONTON-SMARTVILLE ROAD
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 100
    NISHA GILL
    1722 JOSEPHINE WAY
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 500
    MONICA GONZALEZ
    1815 BLEVIN ROAD
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 700
    MELANIE WALKER
    1750 OAKBROOK COURT
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,250
    LEE VONG YANG
    1891 PARK CIRCLE
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 200
    KYNSIE LOVELL
    1840 BRADLEY ESTATES DR
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,000
    KIA YANG
    1004 LAUREL AVE
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 300
    KEVIN LOGSDON
    525 LOS GARCIAS LANE
    ELVERTA,CA95626
    NONE INDIV COLLEGE SCHOLARSHIP 500
    KALYN WHINNERY
    3652 RUE DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,000
    KAITLYN REX
    1305 SOUTHWIND DRIVE
    YUBA CITY,CA95991
    NONE INDIV COLLEGE SCHOLARSHIP 400
    KA BAO HER
    912 CEDAR LANE
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 300
    JUSTIN MALSON
    2623 ACACIA AVE
    SUTTER,CA95982
    NONE INDIV COLLEGE SCHOLARSHIP 800
    JAVIER LOPEZ
    2139 MADRONE STREET
    SUTTER,CA95982
    NONE INDIV COLLEGE SCHOLARSHIP 400
    HAYLIE HOMEN
    2432 PLUMAS ARBOGA ROAD
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 100
    HARMANPRIT RANDHAWA
    1864 GERMAINE DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 300
    HALEIGH FUENTES
    3589 HOWSLEY ROAD
    PLEASANT GROVE,CA95668
    NONE INDIV COLLEGE SCHOLARSHIP 400
    ERIC ROBERT LOVELL
    1840 BRADLEY ESTATES DR
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,000
    DOMINIQUE LEATHERMAN
    6134 SANDY WAY
    BROWNS VALLEY,CA95918
    NONE INDIV COLLEGE SCHOLARSHIP 500
    MIKKI HUDSON
    2231 EDWARDS ST
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 1,000
    CHYANNE LEDBETTER
    8304 EL VERANO AVE
    ELVERTA,CA95626
    NONE INDIV COLLEGE SCHOLARSHIP 300
    CHOR XIONG
    5570 ALICIA AVE
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 300
    CARLY CRANDALL
    1833 RAPID WATER WAY
    YUBA CITY,CA95991
    NONE INDIV COLLEGE SCHOLARSHIP 500
    BHAPINDER THIARA
    1481 EDWIN DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 500
    AUTUMN BUCK
    1401 OREGON ST 122
    ASHLAND,OR97520
    NONE INDIV COLLEGE SCHOLARSHIP 700
    ARVIND BAJWA
    1904 JOSEPHINE WAY
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 400
    ANALYSE MONTEJANO
    3542 RUE DR
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 750
    SARAH BEST
    4545 OSWALD ROAD
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,000
    RANDALL LEYNO
    19 OVERLAND CT APT E
    CHICO,CA95928
    NONE INDIV COLLEGE SCHOLARSHIP 1,000
    PAIGE TAYLOR
    757 EAST HILLCREST AVE
    YUBA CITY,CA95991
    NONE INDIV COLLEGE SCHOLARSHIP 800
    MARIA RUIZ
    1904 HILE AVE
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 600
    LAUREN WEATHERLY
    1631 ELIZABETH LANE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 600
    KELSEY BRADLEY
    8058 BLUE OAK COURT
    SUTTER,CA95982
    NONE INDIV COLLEGE SCHOLARSHIP 500
    KAYLA WOODS
    3233 ROCKY ROAD
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 600
    JUSTIN SINGH
    1530 WALNUT AVENUE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 700
    JOSHUA DUNHAM
    1354 GENEVA AVE
    YUBA CITY,CA95991
    NONE INDIV COLLEGE SCHOLARSHIP 700
    IAN CRANE
    PO BOX 192
    FORBESTOWN,CA95941
    NONE INDIV COLLEGE SCHOLARSHIP 500
    HALEY LEUE
    4959 RIVER ROAD
    COLUSA,CA95932
    NONE INDIV COLLEGE SCHOLARSHIP 700
    CHUE XIONG
    5570 ALICIA AVENUE
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 600
    SUNDIP JAGPAL
    1930 AUGUSTA LANE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 800
    REBEKAH WOOTON
    1910 OXFORD STREET 311
    BERKELEY,CA94704
    NONE INDIV COLLEGE SCHOLARSHIP 800
    GABRIELLE ALMEIDA
    3369 LESSEY DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 700
    THALEENA PUREWAL
    1154 PICO COURT
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 400
    ANDY VANG
    1796 FERNWOOD DRIVE
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 300
    MELISSA CURIEL
    10690 STEPHANIE DRIVE
    LIVE OAK,CA95953
    NONE INDIV COLLEGE SCHOLARSHIP 600
    MICHAEL LEWIS
    813 BROADWAY ROAD
    ARBOGA,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 1,200
    SARAH FEDDERSEN
    11478 TOWNSHIP ROAD
    BROWNS VALLEY,CA95918
    NONE INDIV COLLEGE SCHOLARSHIP 300
    LAUREN MADSEN
    1676 PORTOFINO DRIVE
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 1,500
    AARON YOUNG
    2884 TRUE ROAD
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 900
    DANE TURNER
    1328 S MANITOA AVE
    BOISE,ID83706
    NONE INDIV COLLEGE SCHOLARSHIP 200
    TERRY SKINNER
    1878 MASERA WAY
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 900
    BO LEUNG
    1711 MICH COURT
    YUBA CITY,CA95993
    NONE INDIV COLLEGE SCHOLARSHIP 700
    JERALDINE GUTIERREZ
    5878 POPLAR AVENUE
    OLIVEHURST,CA95961
    NONE INDIV COLLEGE SCHOLARSHIP 300
    CAMILLE CRANE
    PO BOX 192
    FORBESTOWN,CA95941
    NONE INDIV COLLEGE SCHOLARSHIP 500
    BAO VANG
    1796 FERNWOOD DR
    MARYSVILLE,CA95901
    NONE INDIV COLLEGE SCHOLARSHIP 100
    Total .................................bullet 3a 73,900
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    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....          
    3Interest on savings and temporary cash investments         31
    4 Dividends and interest from securities....         63,794
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory         163,284
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aSECURITIES FMV ADJ          
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     227,109
    13Total. Add line 12, columns (b), (d), and (e)..................
    13227,109
    (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.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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 or fiduciary) 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 namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID: 12000229
    Software Version: 2012v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    JOHN J & FREDA C MONNOT SCHOLARSHIP
    FUND INC
    EIN: 68-0429307
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PD TENNEY & CO CPA'S OWNED BYJ TENNEY 9,308 0 0 0

    TY 2012 GeneralExplanationAttachment
    Name:
    JOHN J & FREDA C MONNOT SCHOLARSHIP
    FUND INC
    EIN: 68-0429307
    Software ID:12000229
    Software Version:2012v2.0
    Identifier Return Reference Explanation
        MR. TENNEY IS THE PRESIDENT OF THE JOHN J AND FREDA C MONNOT SCHOLARSHIP FUND INC. MR. TENNEY IS A CERTIFIED PUBLIC ACCOUNTANT AND HIS FIRM, TENNEY AND COMPANY CPA'S DOES THE BOOKKEEPING AND RECORD KEEPING FOR THE SCHOLARSHIP FUND AND PREPARES THE ANNUAL FORM 990. THE ACCOUNTING FEES FOR THE SERVICES PROVIDED ARE PAID TO TENNEY AND COMPANY CPA FIRM. MR. TENNEY DOES NOT RECEIVE ANY SEPARATE COMPENSATION FOR THE TIME HE ACTS AS THE PRESIDENT OF THE MONNOT SCHOLARSHIP FUND.THERE ARE TWO OTHER OFFICERS WHO OVERSEE THE ACTIVITIES OF THE SCHOLARSHIP FUND WITH MR. TENNEY. NONE OF THE OFFICERS RECEIVE COMPENSATION FOR THEIR SERVICE TO THE SCHOLARSHIP FUND.

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    JOHN J & FREDA C MONNOT SCHOLARSHIP
    FUND INC
    EIN: 68-0429307
    Software ID:12000229
    Software Version:2012v2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    UMPQUA INVESTMENTS 6237-1025 1,528,842 1,528,842
    WELLS FARGO 7597-2911    
    WELLS FARGO 5220-1924    
    WELLS FARGO 4311-5424    
    WELLS FARGO 4126-3122    
    WELLS FARGO 3935-0437    

    TY 2012 OtherExpensesSchedule
    Name:
    JOHN J & FREDA C MONNOT SCHOLARSHIP
    FUND INC
    EIN: 68-0429307
    Software ID:12000229
    Software Version:2012v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO BANK TERMINATION FEE 475      
    SUPPLIES 372      
    SECURITIES FMV ADJ 57,156      


    TY 2012 OtherLiabilitiesSchedule
    Name:
    JOHN J & FREDA C MONNOT SCHOLARSHIP
    FUND INC
    EIN: 68-0429307
    Software ID:12000229
    Software Version:2012v2.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Rounding 1 1


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    JOHN J & FREDA C MONNOT SCHOLARSHIP
    FUND INC
    EIN: 68-0429307
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO BROKERAGE FEES 7597-2911 3,063 0 0 0
    WELLS FARGO BROKERAGE FEES 5220-1924 1,793 0 0 0
    WELLS FARGO BROKERAGE FEES 4311-5424 1,980 0 0 0
    WELLS FARGO BROKERAGE FEES 4126-3122 2,643 0 0 0
    WELLS FARGO BROKERAGE FEES 3935-0437 2,485 0 0 0


    TY 2012 TaxesSchedule
    Name:
    JOHN J & FREDA C MONNOT SCHOLARSHIP
    FUND INC
    EIN: 68-0429307
    Software ID:12000229
    Software Version:2012v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECRETARY OF STATE 10      
    FOREIGN WITHHOLDING 375      
    ATTORNEY GENERAL REG OF CHARITABLE ORG 25      
    2011 FORM 990PF 197