1. Foundation for Catholic Education
PA Tax Credit Programs
St. Jude Education Center

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. St. Jude Education Center Allocations 2019-20
13 New SPE Members
$30,874

4. 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 4

5. 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
15,608 for every additional child
Family must apply through FACTS
Family of 4: $116,216
Family of 5: 131,824
Family of 6: 147,432
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

6. 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 St. Jude School
Individuals with a 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
$1,000 Minimum Contribution
Designate to St. Jude School

7. 7

8. 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. 8

9. 9

10. SPE Scenario:
90% Tax Credit 10

11. SPE 2018-19 Scenario (Withholding):11

12. EITC / OSTC / Other Distributions to Schools
257% Increase in One Year!
Start of the SPE’s

13. EITC and OSTC Programs:
SPE # 1: Approved for $255,500 in OSTC
SPE # 2: Received $655,215 in EITC
SPE # 3: Received $833,300 in EITC
SPE # 4: Received $755,117 in EITC
Businesses: $500,000 in OSTC/EITC
Total new EITC
Committed
$2.1 Million!

14. SPE : Critical Dates 14

15. Strategies for Schools to Increase EITC Funding
Board Meeting Presentations
Parent Nights
EITC Breakfast Event
EITC Weekend: April 28-29, 2019
EITC Lunch & Learn for CPAs and Financial Planners
County-Wide EITC Receptions
County Hall of Fame Galas
Webinars

16. 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 across the Archdiocese.
So why not participate? 16

17. Kindergarten (five years old)
FAQs
1. What grades are eligible for tuition assistance?
Kindergarten through 8th Grade
2. What is the current tuition at St. Jude?
One Child
$4,395.00
Two Children
$7,275.00
Three Children
$9,750.00
Four or more
$9,995.00
Kindergarten (five years old)
5 Full Days - $5,525.00
5 Half Days - $3,870.00
3. Can I change my contribution after I commit?
In the event of a catastrophic event (i.e. unemployment, diability, etc..) you
can certainly adjust your contribution

18. FAQs
4. If a business is an incorporated in another state but does business in PA and pays PA
taxes, can they participate? 
Yes, any company who has PA tax liability can participate!
5. If a parishioner has more than one business, does he need to submit a form for each
business or can he combine them? 
It depends. We need to know more about how their taxes are paid (i.e. S Corps)
6. What is the tax form number of the form sent to the EITC donors?
 The donors receive a K-1 in March.  
7. Can I claim my contribution on my Federal Taxes as a contribution?
Yes.
8. How much of the funding to Jude will be directed to assistance to needy families?
100%

19. Contact Information
Judi Neeld
Director of Development
Phone: 19