2024-05-10T11:51:07-05:00 2023-06-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2022-07-01 274544039 CORPORATE TAX FOUNDATION CORP 6022744866 6300 N CENTRAL AVE PHOENIX AZ 85012 ANDREW KLEMMER TREASURER/SECRETARY 6022744866 2024-05-01 1 ANDREW KLEMMER 999009999 0 BRENDA ANN BLUNT CPA P00075126 4803151040 2024-04-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAN WAAGE 6300 N CENTRAL AVE PHOENIX AZ 85012 853648 0 X WWW.CORPTAXFOUNDATION.ORG X 2010 AZ TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS (CON. ON SCH O)ATTENDING ONE OF THE SCHOOLS THAT IS A MEMBER OF THE FOUNDATION FOR CORPORATE TAX CREDIT. 4 0 0 0 0 0 1211500 850000 0 0 2637 3648 0 0 1214137 853648 1183825 329630 0 0 0 0 0 0 0 13608 18211 1197433 347841 16704 505807 5866494 6096014 4180770 3751800 1685724 2344214 TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING ONE OF THE SCHOOLS THAT IS A MEMBER OF THE FOUNDATION FOR CORPORATE TAX CREDIT. 0 0 329630 329630 PROVIDED SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO 169 STUDENTS EACH OF WHOM WILL, OR HAVE, ATTENDED ONE OF THE SCHOOLS THAT IS A MEMBER OF THE FOUNDATION. 329630 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANDREW KLEMMER 6022744878 6300 N CENTRAL AVE PHOENIX AZ 85012 DAN WAAGE PRESIDENT 3.00 37.00 X X 0 116807 20152 ANDREW KLEMMER SECRETARY/TREASURER 3.00 37.00 X X 0 169026 26710 BEN SULLIVAN VICE PRESIDENT 3.00 37.00 X X 0 170612 27548 TAYLOR NELSON DIRECTOR 3.00 37.00 X 0 84522 9740 0 540967 84150 0 0 1 0 0 850000 850000 3648 3648 853648 0 0 3648 329630 329630 168 168 16500 16500 886 886 276 276 FEES AND RENEWALS 381 381 347841 329630 18211 0 97528 1056383 5768966 2243065 2796566 5866494 6096014 4670 4176100 3751800 4180770 3751800 X 1685724 2344214 1685724 2344214 5866494 6096014 505807 152683 0 X 1 X 0 0 0 X X 2 ALL SAINTS' EPISCOPAL CHURCHDAY SCHOOL 860133389 1 1 293910 0 PHOENIX COUNTRY DAY SCHOOL 860172671 2 1 460019 0 2 753929 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2 ONE OF THE SUPPORTED ORGANIZATIONS IS A CHURCH WHICH OPERATES A PRIVATE SCHOOL. AS A CHURCH, IT IS NOT REQUIRED TO APPLY FOR TAX-EXEMPT STATUS AND, ACCORDINGLY, DOES 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). 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 PRIVATE SCHOOL FEES 19 14850 N/A PRIVATE SCHOOL TUITION SCHOLARSHIP 150 314780 N/A PART I, LINE 2: AN INDEPENDENT PUBLIC ACCOUNTANT CONDUCTS AN AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS, INCLUDING CERTAIN AGREED UPON PROCEDURES TESTING THE GRANT FUNDS AND THE QUALIFICATIONS OF THE SCHOLARSHIP GRANTEES. SCHOLARSHIP APPLICATIONS ARE REVIEWED FOR COMPLIANCE WITH INCOME AND OTHER AWARD CRITERIA, AND ATTENDANCE IS VERIFIED WITH THE APPLICABLE SCHOOL. THE ORGANIZATION PAYS SCHOLARSHIP AWARDS DIRECTLY TO THE SCHOOLS STUDENTS ARE ATTENDING. ADDITIONALLY, THE ORGANIZATION RECEIVES FOLLOW-UP REPORTS FROM EACH OF THE SCHOOLS TO ENSURE STUDENTS' ONGOING COMPLIANCE WITH AWARD CONDITIONS. 0 0 0 0 0 0 0 0 0 BEN SULLIVAN VICE PRESIDENT 0 170612 0 0 0 0 0 16404 0 11144 0 198160 0 0 ANDREW KLEMMER SECRETARY/TREASURER 0 169026 0 0 0 0 0 17070 0 9640 0 195736 0 0 FORM 990, PART VI, SECTION A, LINE 2 PHOENIX COUNTRY DAY SCHOOL EMPLOYS DIRECTORS BEN SULLIVAN AND TAYLOR NELSON. ALL SAINTS EPISCOPAL CHURCH AND DAY SCHOOL EMPLOYS DAN WAAGE AND ANDREW KLEMMER. 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 THE BOARD OF DIRECTORS CONSISTS OF TWO PERSONS DESIGNATED BY EACH MEMBER, PLUS ADDITIONAL MEMBERS AS MAY BE VOTED ON BY THE BOARD; HOWEVER, IN ALL CASES A MAJORITY OF THE DIRECTORS MUST BE APPOINTED BY THE MEMBERS. THE BOARD MAY INCREASE OR REDUCE THE NUMBER OF DIRECTORS; HOWEVER, THE BOARD CANNOT REDUCE THE NUMBER OF DIRECTORS TO LESS THAN ONE APPOINTED BY EACH MEMBER OF THE FOUNDATION AND ANY REDUCTION SHALL APPLY EQUALLY TO THE NUMBER OF DIRECTORS APPOINTED BY EACH MEMBER. FORM 990, PART VI, SECTION A, LINE 7B 2/3 OF THE MEMBERS MUST APPROVE ANY AMENDMENT TO THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B PRIMARY RESPONSIBILITY FOR THE PREPARATION OF THE IRS FORM 990 RESTS WITH THE FOUNDATION'S TREASURER. THE TREASURER WILL WORK WITH AND RELY ON THE FOUNDATION'S ACCOUNTANTS IN PREPARING THE FORM 990. THE FORM 990 WILL BE PRESENTED AS A DRAFT TO THE FOUNDATION'S PRESIDENT AND TREASURER FOR REVIEW PRIOR TO 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. THE TREASURER WILL COMPILE COMMENTS ON THE DRAFT OF 990 AND, TO THE EXTENT DEEMED APPROPRIATE, CHANGES WILL BE MADE. THE FINAL FORM 990 WILL BE SUBMITTED TO AN OFFICER FOR APPROVAL AND SIGNATURE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS ITS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY 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 GOVERNING DOCUMENTS AND FORM 990 UPON REQUEST. ALL SAINTS' EPISCOPAL CHURCHDAY SCHOOL 6300 N CENTRAL AVE PHOENIX AZ 85012 860133389 PRIVATE SCHOOL FILING UNDER CHURCH ORGANIZATION AZ 501(C)(3) LINE 1 0 PHOENIX COUNTRY DAY SCHOOL 3901 E STANFORD DRIVE PARADISE VALLEY AZ 85253 860172671 PRIVATE SCHOOL AZ 501(C)(3) LINE 2 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0