2021-04-02T16:08:13-05:00 2020-06-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2019-07-01 274662958 INDEPENDENT SCHOOLS CORPORATE TAX FND INDE 6023814542 3219 E CAMELBACK RD 288 PHOENIX AZ 85018 JENNIFER CHERILLA PRESIDENT 6029558200 2021-04-01 1 BRENDA ANN BLUNT CPA P00075126 4803151040 2021-04-01 2019 2022-09-23 18:48:47Z JENNIFER CHERILLA 3219 E CAMELBACK 288 PHOENIX AZ 85018 1333662 0 X WWW.ISCTF.ORG X 2011 AZ TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING PRIVATE SCHOOLS IN ARIZONA. 4 0 0 6 0 0 898000 1332500 0 0 1158 1162 0 0 899158 1333662 596046 876794 0 0 0 0 0 0 0 12714 20049 608760 896843 290398 436819 3571329 4052669 2560090 2551088 1011239 1501581 TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING PRIVATE SCHOOLS IN ARIZONA. 0 0 876794 876794 WE PROVIDED SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO 220 STUDENTS IN NEED WHO ARE ATTENDING PRIVATE SCHOOLS IN ARIZONA. 876794 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KRISTIE BERG 6029558200 3901 EAST STANFORD DRIVE PARADISE VALLEY AZ 85253 X ROZ ABERO SECRETARY/TREASURER 3.00 40.00 X X 0 178869 9615 JENNIFER CHERILLA PRESIDENT 3.00 40.00 X X 0 108465 17913 WENDY KYSER DIRECTOR 3.00 40.00 X 0 63275 24722 MARY BABBIT VICE PRESIDENT 3.00 40.00 X X 0 76500 10830 0 427109 63080 0 0 1 0 0 1332500 1332500 1162 1162 1333662 0 0 1162 876794 876794 2346 2346 1189 1189 1722 1722 123 123 ADMINISTRATIVE - SUPPLE 14669 14669 896843 876794 20049 0 2420078 2900255 1151251 1152414 3571329 4052669 0 707 2560090 2550381 2560090 2551088 X 1011239 1501581 1011239 1501581 3571329 4052669 X 436819 53523 X 0 1 X 1 0 X X 175 ALL SAINTS' EPISCOPAL DAY SCHOOL 860133389 1 1 236429 0 PHOENIX COUNTRY DAY SCHOOL 860172671 2 1 506400 0 THE GREGORY SCHOOL 860374130 2 1 23600 0 NEW WAY ACADEMY 860215781 2 0 5500 0 XAVIER COLLEGE PREPARATORY ROMAN CATHOLIC HIGH SCHOOL 263832736 1 0 34574 0 TORAH DAY SCHOOL OF PHOENIX 273219251 2 0 71000 0 VALLEY LUTHERAN HIGH SCHOOL ASSOCIATION 953528191 1 0 9000 0 175 886503 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PART I, LINE 11F AND PART IV, SECTION A, LINE 1 INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION SUPPORTS BENEFICIARY ORGANIZATIONS WHICH ARE DESIGNATED BY BOTH BEING NAMED SPECIFICALLY IN THE ORGANIZING DOCUMENTS AND BY CLASS OR PURPOSE, THE NUMBER OF WHICH IS AN ESTIMATE BASED ON INFORMATION FOUND AT HTTPS://WWW.PRIVATESCHOOLREVIEW.COM/ARIZONA. PART I, LINE 11G AS PERMITTED UNDER INTERNAL REVENUE CODE SECTION 509(A)(3) AND TREASURY REGULATION SECTION 1.509(A)-4 (D)(2)(I)(B), INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION IS ORGANIZED AND OPERATED TO SUPPORT OR BENEFIT ONE OR MORE BENEFICIARY ORGANIZATIONS WHICH ARE DESIGNATED BY BOTH BEING NAMED SPECIFICALLY IN THE ORGANIZING DOCUMENTS AND BY CLASS OR PURPOSE DEFINED AS FOLLOWS: ORGANIZATIONS WHICH ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1), 509(A)(2) OR 170(B)(1)(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND WHICH ARE OPERATING ONE OR MORE PRIVATE SCHOOLS IN ARIZONA FOR THE EDUCATION OF CHILDREN IN GRADES KINDERGARTEN THROUGH TWELFTH GRADES, OR SOME PORTION THEREOF. THE EXACT IDENTITY OF THE ORGANIZATIONS FITTING WITHIN THE CLASS OR PURPOSE DESCRIBED IS UNKNOWN TO THE ORGANIZATION AS THEY MAY FORM OR TERMINATE WITHOUT NOTICE TO THE ORGANIZATION. ACCORDINGLY, ONLY THOSE SUPPORTED ORGANIZATIONS WHO, DURING THE YEAR, RECEIVED SCHOLARSHIP MONEY ON BEHALF OF STUDENTS ATTENDING THEIR SCHOOLS ARE LISTED. PART IV, SECTION A, LINE 1 AS PERMITTED UNDER INTERNAL REVENUE CODE SECTION 509(A)(3) AND TREASURY REGULATION SECTION 1.509(A)-4 (D)(2)(I)(B), INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION IS ORGANIZED AND OPERATED TO SUPPORT OR BENEFIT ONE OR MORE BENEFICIARY ORGANIZATIONS WHICH ARE DESIGNATED BY CLASS OR PURPOSE AS FOLLOWS: ORGANIZATIONS WHICH ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1), 509(A)(2) OR 170(B)(1)(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND WHICH ARE OPERATING ONE OR MORE PRIVATE SCHOOLS IN ARIZONA FOR THE EDUCATION OF CHILDREN IN GRADES KINDERGARTEN THROUGH TWELFTH GRADES, OR SOME PORTION THEREOF. PAT IV, SECTION A, LINE 2 AMONG THE ORGANIZATIONS KNOWN TO BE IN THE SUPPORTED CLASS ARE CHURCHES WHO OPERATE PRIVATE SCHOOLS. AS CHURCHES, THEY ARE NOT REQUIRED TO APPLY FOR TAX-EXEMPT STATUS AND, ACCORDINGLY, DO NOT HAVE AN IRS DETERMINATION OF STATUS UNDER SECTION 509(A)(1) OR (2). CHURCHES ARE PER SE 509(A)(1) ORGANIZATIONS UNDER IRC SECTION 170(B)(I)(A)(II). PART IV, SECTION B, LINE 2 THE ORGANIZATION IS CONTROLLED BY THREE SPECIFIED MEMBERS OF THE SUPPORTED CLASS OR ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1344262 10600 10600 1333662 0 1333662 853920 10600 10600 843320 53523 53523 896843 PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING THE FOUNDATION'S ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT REFUNDS 53,523. 1 SCHOLARSHIPS 220 876794 PART I, LINE 2: THE ORGANIZATION PAYS THE SCHOLARSHIP AWARD DIRECTLY TO THE SCHOOL THE STUDENT IS ATTENDING. WE ALSO RECEIVE FOLLOW-UP REPORTS FROM EACH OF THE SCHOOLS TO ENSURE ONGOING COMPLIANCE WITH THE AWARD CONDITIONS. 0 0 0 0 0 0 0 0 0 ROZ ABERO SECRETARY/TREASURER 0 178869 0 0 0 0 0 0 0 0 0 178869 0 0 FORM 990, PART VI, SECTION A, LINE 2 ROZ ABERO AND JENNIFER CHERILLA HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ARE ALL SAINT'S EPISCOPAL DAY SCHOOL, A DIVISION OF ALL SAINT'S EPISCOPAL CHURCH; PHOENIX COUNTRY DAY SCHOOL AND THE GREGORY SCHOOL. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER IS ENTITLED TO APPOINT AN INDIVIDUAL TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE PRESENTED AS A DRAFT TO THE FOUNDATION'S PRESIDENT AND TREASURER FOR REVIEW PRIOR TO ITS FILING. AN OPEN INVITATION SHALL BE GIVEN TO ALL MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS AND TO ITS OFFICERS TO REVIEW AND COMMENT ON THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS ITS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY OBTAINING ANNUAL SIGNED CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENTS FROM EVERY BOARD MEMBER AND OFFICER. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION DOES NOT COMPENSATE THEIR CEO OR TOP MANAGEMENT OFFICIAL. ALL COMPENSATION IS DETERMINED BY EACH MEMBER'S RESPECTIVE EMPLOYERS WITHOUT REGARD TO THEIR EFFORTS ON BEHALF OF INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ITS ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICTS OF INTEREST POLICY UPON REQUEST. PART VII: HOURS WORKED FOR RELATED ORGANIZATION EACH OF THE DIRECTORS WORKED FOR A RELATED ORGANIZATION ON A FULL-TIME BASIS (APPROXIMATELY 40 HOURS A WEEK). NONE OF THE DIRECTORS ARE COMPENSATED FOR THEIR TIME WORKING FOR THE INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION. FORM 990, PART XI, LINE 9: GRANT REFUNDS 53,523. ALL SAINTS' EPISCOPAL DAY SCHOOL 6300 NORTH CENTRAL AVENUE PHOENIX AZ 85012 860133389 CHURCH/RELIGIOUS SCHOOL AZ 501(C)(3) LINE 1 0 PHOENIX COUNTRY DAY SCHOOL 3901 EAST STANFORD DRIVE PARADISE VALLEY AZ 85253 860172671 PRIVATE SCHOOL AZ 501(C)(3) LINE 2 0 THE GREGORY SCHOOL 3231 NORTH CRAYCROFT ROAD TUSCON AZ 85712 860374130 PRIVATE SCHOOL AZ 501(C)(3) LINE 2 0 GREEN FIELDS COUNTRY DAY SCHOOL 6000 CAMINO DE LA TIERRA TUSCON AZ 85741 860192719 PRIVATE SCHOOL AZ 501(C)(3) LINE 2 0 NEW WAY ACADEMY 5048 E OAK STREET PHOENIX AZ 85008 860215781 PRIVATE SCHOOL AZ LINE 2 0 XAVIER COLLEGE PREPARATORY ROMAN CATHOLIC HIGH SCHOOL 4710 N 5TH STREET PHOENIX AZ 85012 263832736 CHURCH/RELIGIOUS SCHOOL AZ LINE 1 0 TORAH DAY SCHOOL 1118 W GLENDALE AVE PHOENIX AZ 85021 273219251 RELIGIOUS/PRIVATE SCHOOL AZ 501(C)(3) LINE 2 0 VALLEY LUTHERAN HIGH SCHOOL ASSOCIATION 5199 N 7TH AVE PHOENIX AZ 85013 953528191 CHURCH/RELIGIOUS SCHOOL AZ 501(C)(3) LINE 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 PART II AS PERMITTED UNDER INTERNAL REVENUE CODE SECTION 509(A)(3) AND TREASURY REGULATION SECTION 1.509(A)-4 (D)(2)(I)(B), INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION IS ORGANIZED AND OPERATED TO SUPPORT OR BENEFIT ONE OR MORE BENEFICIARY ORGANIZATIONS WHICH ARE DESIGNATED BY CLASS OR PURPOSE AS FOLLOWS: ORGANIZATIONS WHICH ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1), 509(A)(2) OR 170(B)(1)(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND WHICH ARE OPERATING ONE OR MORE PRIVATE SCHOOLS IN ARIZONA FOR THE EDUCATION OF CHILDREN IN GRADES KINDERGARTEN THROUGH TWELFTH GRADES, OR SOME PORTION THEREOF. THE EXACT IDENTITY OF THE ORGANIZATIONS FITTING WITHIN THE CLASS OR PURPOSE DESCRIBED IS UNKNOWN TO THE ORGANIZATION AS THEY MAY FORM OR TERMINATE WITHOUT NOTICE TO THE ORGANIZATION. ACCORDINGLY, ONLY THOSE SUPPORTED ORGANIZATIONS WHO, DURING THE YEAR, RECEIVED SCHOLARSHIP MONEY ON BEHALF OF STUDENTS ATTENDING THEIR SCHOOLS AND THE NAMED SPECIFIED MEMBERS, WHETHER OR NOT THEY RECIEVED SCHOLARSHIP MONEY ON BEHALF OF THEIR STUDENTS, ARE LISTED.