2018-05-14T13:56:57-05:00 2017-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE STE 400 PHOENIX AZ 850044624 990 2016-07-01 274662958 INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION INDE 5202972288 3219 E CAMELBACK ROAD SUITE 288 PHOENIX AZ 85018 JENNIFER CHERILLA PRESIDENT 6029558200 2018-05-11 1 BRENDA BLUNT P00075126 6022645844 2018-05-11 2016 2022-09-23 18:48:47Z JENNIFER CHERILLA 3219 E CAMELBACK 288 PHOENIX AZ 85018 1184482 0 X WWW.ISCTF.ORG X 2011 AZ TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING PRIVATE SCHOOLS IN ARIZONA. 5 0 0 6 0 0 1350000 1183334 0 0 1563 1148 0 0 1351563 1184482 892800 1879213 0 0 0 0 0 0 0 20448 44609 913248 1923822 438315 -739340 2993911 3437471 1578000 2749200 1415911 688271 TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING PRIVATE SCHOOLS IN ARIZONA. 0 0 1879213 1879213 TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS IN NEED WHO ARE ATTENDING PRIVATE SCHOOLS IN ARIZONA. 130 INDIVIDUALS RECEIVED SCHOLARSHIPS DURING THE CURRENT FISCAL YEAR. 1879213 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AZ X KRISTIE BERG 6029558200 3901 EAST STANFORD DRIVE PARADISE VALLEY AZ 85253 X KATHRYN ANN PETERS PRESIDENT/CEO (THRU 9/15/16) 3.00 40.00 X X 0 156238 22601 ROZ ABERO SECRETARY/TREASURER 3.00 40.00 X X 0 151023 16620 REBECCA CORDIER VICE PRESIDENT 3.00 40.00 X X 0 84200 0 MARY BABBIT DIRECTOR 3.00 40.00 X 0 74923 0 JENNIFER CHERILLA PRESIDENT 3.00 40.00 X X 0 88838 16621 KELLY PEREZ DIRECTOR (THRU 9/15/16) 3.00 40.00 X 0 21595 0 WENDY KYSER DIRECTOR 1.00 X 0 58391 7976 0 635208 63818 0 0 1 0 0 1183334 1183334 1148 1148 1184482 0 0 1148 1879213 1879213 14000 14000 29949 29949 286 286 374 374 1923822 1879213 44609 0 1846082 2288510 1147829 1148961 2993911 3437471 2500 4700 1575500 2744500 1578000 2749200 X 1415911 688271 1415911 688271 2993911 3437471 X -739340 11700 X 0 1 X 1 0 X X 150 ALL SAINTS' EPISCOPAL DAY SCHOOL 860133389 1 1 265200 0 PHOENIX COUNTRY DAY SCHOOL 860172671 2 1 371700 0 THE GREGORY SCHOOL 860374130 2 1 20000 0 GREEN FIELDS COUNTRY DAY SCHOOL 860192719 2 1 20000 0 NEW WAY ACADEMY 860215781 2 0 5200 0 XAVIER COLLEGE PREPARATORY ROMAN CATHOLIC HIGH SCHOOL 263832736 1 0 28113 0 150 710213 0 0 1 0 0 1 1 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. PART 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 A, LINE 5A AND 5B THE ORGANIZATION ADDED NEW WAY ACADEMY, EIN 86-0215781, AND XAVIER COLLEGE PREPARATORY ROMAN CATHOLIC HIGH SCHOOL, EIN 26-3832736 TO THE DETAILED LIST OF SUPPORTED ORGANIZATIONS ON SCH A, PART I, LINE 12G. THESE SCHOOLS HAVE BEEN MEMBERS OF THE SUPPORTED CLASS ALREADY DESIGNATED IN OUR ORGANIZING DOCUMENTS, ACCORDINGLY, NO SPECIFIC ACTION WAS REQUIRED TO INCLUDE THEM. LIKEWISE BROPHY COLLEGE PREPARATORY, EIN 86-0119984 AS REMOVED FROM SCH A, PART I, LINE 12G BECAUSE, WHILE STILL A MEMBER OF THE CHARITABLE CLASS, IT DID NOT RECEIVE FINANCIAL SUPPORT DURING THE YEAR. PART IV, SECTION B, LINE 2 THE ORGANIZATION IS CONTROLLED BY FOUR SPECIFIED MEMBERS OF THE SUPPORTED CLASS OR ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1195082 10600 10600 1184482 0 1184482 1922722 10600 10600 1912122 11700 11700 1923822 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: RECOVERY OF PRIOR YEAR SCHOLARSHIP FUNDS 1 SCHOLARSHIPS 130 1879213 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 KATHRYN ANN PETERS PRESIDENT/CEO (THRU 9/15/16) 0 156238 0 0 0 0 0 15624 0 8529 0 180391 0 0 ROZ ABERO SECRETARY/TREASURER 0 151023 0 0 0 0 0 9643 0 8530 0 169196 0 0 FORM 990, PART VI, SECTION A, LINE 2 KATHRYN ANN PETERS, 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; THE GREGORY SCHOOL AND GREEN FIELDS COUNTRY DAY 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: RETURNED SCHOLARSHIP FUNDS 11,700. 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 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 ARE LISTED.