1. for Catholic Education PA Tax Credit Programs 2019-2020
Foundation
for Catholic Education
PA Tax Credit Programs

2. MISSION OF THE FOUNDATION
Support and enhance Catholic Education in the Archdiocese of Philadelphia.
Support the County Advisory Councils
Our goal is to leverage the EITC and OSTC programs, allowing us to maintain and increase the enrollment at all the Elementary and High Schools.
To achieve our goal, the successful solicitation, communication and distribution of EITC and OSTC funding is critical to the Catholic Schools in the Archdiocese of Philadelphia.

3. Participate in: Here’s how easy it is! EITC / OSTC / SPE
The state of Pennsylvania allows PA tax
payers to redirect their liability to your
Catholic School!
Here’s how easy it is!
Participate in:
EITC / OSTC / SPE 3
April 11, 2019

4. Educational Improvement Opportunity Scholarship
Tax Credit Programs: Funds Available for Families
EITC
OSTC
Educational Improvement
Tax Credit
85 Million Available at the State
Tuition Assistance K-12 
Eligibility: $100,608 Maximum Income
for family with one child
$15,608 for each additional child
Family must apply through FACTS
Opportunity Scholarship
Tax Credit
35 Million Available at the State
Tuition Assistance K-12
Students residing within a low achieving school district. A low achieving school is defines as ranking in the bottom 15%
Same income requirement as EITC
Family must apply through FACTS

5. Two Ways to Participate!
Businesses
Individuals
PA businesses can contribute up to $750,000 to the program. C-Corps,  S-Corps, LLCs and Limited Partnerships are eligible to participate.
Available to Those Who Do Business in PA
Receive a 75% Credit for 1-Year Commitment or 90% Credit for 2-Years New Businesses Can Apply by July 1st 
Designate to a Catholic School of Your  Choice
Individuals with a PA tax liability can now join a Special Purpose Entity (SPE) to take full advantage of the PA EITC programs. 
Use the Credit for Your Personal PA Taxes
90% Tax Credit for a 2-Year Commitment
Currently Recruiting Members
Designate to a Catholic School of Your Choice
Minimum donation is $1,000
April 11, 2019

6. What is SPE ?
The SPE program, is an LLC that the Foundation has created to allow individuals to now participate in the EITC/OSTC programs.
The sole purpose of the SPE is to: direct EITC/OSTC funds to families sending their children to our Catholic schools.
The Catholic Education, LLC is made up of many individuals who want to support Catholic Education.
The Foundation for Catholic Education will apply on July 1, 2019 for the SPE.
SPE Members receive a 90% PA Tax Credit for a Two Year Commitment if approved by the State. 6

7. SPE Commitment to Contribute Catholic Education 2019-2020-A, LLC
I agree to contribute the sum of $ per year to the above SPE in years and I understand that the SPE will provide me with a final Operating Agreement. I also understand that my commitment to the SPE will not be final until I agree and sign the SPE’s Operating Agreement. My contact information is as follows:
Member Name:
Parish:
Home Address:
Phone Number:
Designation Information
Amount of Designated Contribution: $
Schools Designating Contribution to:
Amount of Undesignated Contribution:
Would you like to donate 20% of your contribution to your county for strategic allocation?
Yes No
Signature:

8. SPE Scenario:
90% Tax Credit 8

9. SPE 2019-20 Scenario (Withholding):

10. SPE : Critical Dates 10

11. In Summary, by participating in the EITC / OSTC Programs you will…
Receive a 90% PA Tax Credit WHILE providing Tuition Assistance to Catholic School families at the Catholic elementary school of your choice
So why not participate? 11
April 11, 2019

12. EITC AND OSTC PROGRAMS: SPECIAL PURPOSE ENTITIES
Catholic Education A, LLC (Renewed and 18-19)
Approved for $255,500 in OSTC
The SPE consists of 26 members
Commitment is 2 years (School Year and )
Catholic Education A, LLC (Renewed and 19-20)
Approved for $136,760 in EITC
The SPE consists of 28 members
Commitment is 2 years (School Year and )
Catholic Education A, LLC (Pending Approval)
Applying for $1.5 million in EITC in 2018
The SPE consists of 500 members - Average 3,000 per donor
Commitment is 2 years (School Year and )

13. Contact Information
Judi Neeld
Director of Development
Phone: 13