2012-12-07T11:38:20-06:00 2012-06-30 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2011-07-01 274662958 INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION INDE 5202972288 3219 E CAMELBACK ROAD SUITE 288 PHOENIX AZ 85018 KATHRYN PETERS 5202972288 2012-12-03 1 BRENDA BLUNT P00075126 6022645844 2012-12-03 2011 2016-02-24 21:20:13Z KATHRYN PETERS 3219 E CAMELBACK RD STE 288 PHOENIX AZ 85018 550036 0 X WWW.ISCTF.ORG X 2011 AZ TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING ONE OF THE SCHOOLS THAT IS A MEMBER OF THE INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION. 5 0 0 13 0 0 295000 550000 0 0 1 36 0 0 295001 550036 253680 316025 0 0 0 0 0 0 1826 8662 29761 262342 345786 32659 204250 120696 387795 88037 150886 32659 236909 TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING ONE OF THE SCHOOLS THAT IS A MEMBER OF THE INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION. 0 0 316025 316025 WE PROVIDED SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO 52 STUDENTS ATTENDING ONE OF THE SCHOOLS THAT IS A MEMBER OF THE FOUNDATION. 316025 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 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 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AZ X PHOENIX COUNTRY DAY SCHOOL 6029558200 3901 EAST STANFORD DRIVE PARADISE VALLEY AZ 85253 X MATTHEW B TELLER 3.00 X X 0 96852 42 TOM SYLVESTER 3.00 X X 0 125589 8166 ALAN R BELDING 3.00 X X 0 73400 2202 KATHRYN ANN PETERS 3.00 X X 0 121923 21233 JUDITH ANN ORTIZ 3.00 X X 0 64629 13181 REBECCA CORDIER 3.00 X X 0 56079 3343 LEO P DRESSEL 3.00 X X 0 0 0 JONATHAN E MARTIN 3.00 X 0 170000 14500 DAN WAAGE 3.00 X 0 85000 14972 CAROLE KNAPP 3.00 X 0 3709 0 KRISTIE BERG 3.00 X 0 74120 14371 0 871301 92010 0 0 1 0 0 550000 550000 36 36 550036 0 0 36 316025 316025 15723 15723 5000 5000 5010 5010 3176 1350 1826 166 166 686 686 345786 316025 27935 1826 120696 387795 120696 387795 8662 4886 79375 146000 88037 150886 X 20839 236909 11820 0 32659 236909 120696 387795 204250 0 X 1 0 1 X 0 X X X 0 0 0 ALL SAINTS' EPISCOPAL DAY SCHOOL 860133389 1 1 1 1 29625 PHOENIX COUNTRY DAY SCHOOL 860172671 2 1 1 1 140400 ST GREGORY COLLEGE PREPORATORY SCHOOL 860374130 2 1 1 1 79375 GREEN FIELDS COUNTRY DAY SCHOOL 860192719 2 1 1 1 0 4 249400 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION FOLLOWS GUIDANCE RELATED TO UNCERTAIN TAX POSITIONS. USING THAT GUIDANCE, TAX PROVISIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2012, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 SCHOLARSHIPS 52 316025 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 JONATHAN E MARTIN 0 170000 0 0 0 0 0 0 0 14500 0 184500 0 0 FORM 990, PART VI, SECTION A, LINE 2 KATHRYN ANN PETERS, JUDITH ANN ORTIZ, KRISTIE BERG AND TOM SYLVESTER HAVE A BUSINESS RELATIONSHIP. CAROLE KNAPP, ALAN R. BELDING AND JOHATHAN E. MARTIN HAVE A BUSINESS RELATIONSHIP. MATTHEW B. TELLER AND REBECCA CORDIER HAVE A BUSINESS RELATIONSHIP. LEO P. DRESSEL AND DAN WAAGE 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 A, LINE 7B 2/3 OF THE MEMBERSHIP MUST APPROVE ANY AMENDMENT TO THE ARTICLES OF INCORPORATION. 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 C, LINE 19 THE ORGANIZATION WILL PROVIDE ITS ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICTS OF INTEREST POLICY UPON REQUEST. HOURS WORKED FOR RELATED ORGANIZATIONS EACH OF THE DIRECTORS, WITH THE EXCEPTION OF CAROLE KNAPP, WORKED FOR A RELATED ORGANIZATION ON A FULL-TIME BASIS (APPROXIMATELY 40 HOURS A WEEK). CAROLE KNAPP WORKS ON A CONTRACT BASIS FOR A RELATED ORGANIZATION ON AN AS-NEED BASIS. NONE OF THE DIRECTORS ARE COMPENSATED FOR THEIR TIME WORKING FOR THE INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION. COMPENSATION FROM RELATED ORGANIZATIONS ONE OF THE BOARD MEMBERS, LEO P. DRESSEL, IS A FULL-TIME EMPLOYEE OF ALL SAINTS' EPISCOPAL CHURCH, A RELATED ORGANIZATION. HIS COMPENSATION IS DETERMINED SOLELY WITH REFERENCE TO HIS DUTIES IN SUCH FULL-TIME EMPLOYMENT, AND IS NOT AFFECTED BY HIS DUTIES OR SERVICE AS DIRECTOR OF THE FOUNDATION. MR. DRESSEL HAS BEEN ASKED TO PROVIDE HIS COMPENSATION INFORMATION, BUT HAS DECLINED TO DO SO. 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 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 ST GREGORY COLLEGE PREPARATORY SCHOOL B 79375 CASH PHOENIX COUNTRY DAY SCHOOL B 140400 CASH ALL SAINTS' EPISCOPAL DAY SCHOOL B 29625 CASH PHOENIX COUNTRY DAY SCHOOL O 3467 CASH TRANSFER OF CASH FOR SCHOLARSHIPS SCHEDULE R, PART V, LINE 1 Q CASH TRANSFERRED TO SCHOLARSHIPS TO ST. GREGORY COLLEGE PREPARATORY SCHOOL $79,375 FOR PRIOR YEAR ACCRUAL. CASH TRANSFERRED TO SCHOLARSHIPS TO PHOENIX COUNTRY DAY SCHOOL $140,400. CASH TRANSFERRED TO SCHOLARSHIPS TO ALL SAINTS' EPISCOPAL DAY SCHOOL $29,625. SCHOLARSHIPS APPROVED AND ACCRUED FOR FISCAL YEAR 2012-2013 ARE $146,000 TOTAL FORM 990, PART IX, LINE 2 $316,025. CASH PAYMENTS PAID ON BEHALF OF PHOENIX COUNTRY DAY SCHOOL FOR OPERATING EXPENSES TOTAL $3,467.