2015-05-12T16:26:48-05:00 2014-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2013-07-01 274662958 INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION INDE 5202972288 3219 E CAMELBACK ROAD SUITE 288 PHOENIX AZ 85018 KATHRYN PETERS PRESIDENT 5202972288 2015-05-11 1 BRENDA BLUNT P00075126 6022645844 2015-05-08 2013 2016-02-25 16:41:14Z KATHRYN PETERS 3219 E CAMELBACK RD STE 288 PHOENIX AZ 85018 532016 0 X WWW.ISCTF.ORG X 2011 AZ TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS (CONTINUED ON SCH. O) ATTENDING PRIVATE SCHOOLS IN ARIZONA. 5 0 0 0 0 0 1100000 530000 0 0 1856 2016 0 0 1101856 532016 468490 984100 0 0 0 0 0 0 0 11744 15016 480234 999116 621622 -467100 1143031 1205331 284500 813900 858531 391431 TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING PRIVATE SCHOOLS IN ARIZONA. 0 0 984100 984100 0 WE PROVIDED 94 SCHOLARSHIP GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING PRIVATE SCHOOLS IN ARIZONA. 984100 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 1 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 KATHY PETERS 6023814542 3219 E CAMELBACK RD 288 PHOENIX AZ 85018 X KATHRYN ANN PETERS PRESIDENT/CEO 3.00 40.00 X X 0 134389 21225 REBECCA CORDIER VICE PRESIDENT 3.00 40.00 X X 0 90000 0 JUDITH MCADAMS THRU FEB 2014 SECRETARY/TREASURER 3.00 40.00 X X 0 15063 1511 ROZ ABERO AS OF FEB 2014 SECRETARY/TREASURER 3.00 40.00 X X 0 145435 5916 KELLY PEREZ DIRECTOR 3.00 40.00 X 0 57421 0 MARY BABBIT DIRECTOR 3.00 20.00 X 0 94925 8319 0 537233 36971 0 0 1 0 0 530000 530000 2016 2016 532016 0 0 2016 984100 984100 9800 9800 4851 4851 192 192 173 173 999116 984100 15016 0 8383 60790 1134648 1144541 1143031 1205331 284500 813900 284500 813900 X 858531 391431 858531 391431 1143031 1205331 -467100 0 X 1 X 0 1 0 X X X 0 0 0 ALL SAINTS' EPISCOPAL DAY SCHOOL 860133389 1 1 1 1 206900 PHOENIX COUNTRY DAY SCHOOL 860172671 2 1 1 1 182600 ST GREGORY COLLEGE PREPORATORY SCHOOL 860374130 2 1 1 1 20000 GREEN FIELDS COUNTRY DAY SCHOOL 860192719 2 1 1 1 50000 4 459500 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 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. 1 SCHOLARSHIPS 94 984100 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 0 134389 0 0 0 0 0 14500 0 8654 0 157543 0 0 ROZ ABERO AS OF FEB 2014 SECRETARY/TREASURER 0 145435 0 0 0 0 0 0 0 7847 0 153282 0 0 FORM 990, PART VI, SECTION A, LINE 2 KATHRYN ANN PETERS AND JUDITH MCADAMS HAVE A BUSINESS RELATIONSHIP. KATHRYN ANN PETERS AND ROZ ABERO HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ARE THE RELATED ORGANIZATIONS AS DISCLOSED ON SCHEDULE R, PART II. 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 11 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. ALL SAINTS' EPISCOPAL CHURCHDAY 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 ST GREGORY COLLEGE PREPARATORY 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 PHOENIX COUNTRY DAY SCHOOL R 182600 CASH ALL SAINTS' EPISCOPAL DAY SCHOOL R 206900 CASH GREEN FIELDS COUNTRY DAY SCHOOL R 50000 CASH ST GREGORY COLLEGE PREPARATORY SCHOOL R 20000 CASH SCHEDULE R, PART V, LINES 1 R CASH TRANSFERRED TO PHOENIX COUNTRY DAY SCHOOL FOR SCHOLARSHIPS - $182,600. CASH TRANSFERRED TO ALL SAINTS' EPISCOPAL DAY SCHOOL FOR SCHOLARSHIPS - $206,900. CASH TRANSFERRED TO GREEN FIELDS COUNTRY DAY SCHOOL FOR SCHOLARSHIPS - $50,000. CASH TRANSFERRED TO ST. GREGORY COLLEGE PREPATORY SCHOOL FOR SCHOLARSHIPS - $20,000. SCHOLARSHIPS APPROVED AND ACCRUED FOR FISCAL YEAR 2014-2015 ARE $813,900 LESS: SCHOLARSHIPS APPROVED AND ACCRUED FOR FISCAL YEAR 2013-2014 WERE $289,300. TOTAL FORM 990, PART IX, LINE 2 $984,100.