An elementary-only independent school located in Atlanta, serving children ages three through Sixth Grade since 1951.
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Georgia Tax Credit Program

As anticipated, the $58 million cap for the Georgia Private School Tax Credit program was met on January 3, 2017, the first business day of the year. Thank you to those who participated. We look forward to providing information regarding next year's program as it becomes available.
Passed in May 2008, the Qualified Education Expense Credit (HB 1133) law allocates funds each year toward Student Scholarship Organizations (SSOs), which provide financial aid to students who are Georgia residents and who are either currently enrolled in public school or eligible to enroll in a qualified kindergarten or pre-kindergarten program. Through this program, Georgia taxpayers may redirect a portion of their state tax liability to an independent school of their choice. In doing so, a Georgia State income tax credit is available for the tax year in which the redirection is made. A participant may also be allowed a charitable deduction on their federal return.

Credit Limits

  • Single individual or head of household: up to $1,000;
  • Married couple filing joint return: up to $2,500;
  • Married couple filing a separate return: up to $1,250;
  • C corporation or Trust: up to 75 percent of income tax liability;
  • Shareholders of an S-corp, members of an LLC, or partners in a Partnership: up to $10,000 (Note: Taxpayers are not able to combine the individual tax credit opportunity with the pass-through opportunity. The taxpayer must choose to file individually/jointly or as a pass-through entity.)

Trinity & Georgia GOAL Scholarship Program

Trinity has partnered with Georgia GOAL Scholarship Program (GOAL), the first and leading SSO formed in the state of Georgia, to administer this program. Through GOAL, Trinity families and friends can redirect a portion of their Georgia state tax liability to Trinity’s financial aid program. It is important to note that in the distribution of these funds, Trinity utilizes the high standards and legal process it employs in the distribution of all financial aid awards.

Participating in the Tax Credit Program

Our partnership with GOAL makes participation in this program easy. GOAL provides a paperless process for redirecting tax dollars to Trinity. Please click here to complete your form online.
You can also mail your application by following these two simple steps:

Step 1: Click here to print and complete the form.
Step 2: Mail form to:
    Georgia GOAL Scholarship Program
    3740 DaVinci Court, Suite 375
    Peachtree Corners, GA 30092

Payment will be accepted after January 1, 2017. All payments made early will be held by GOAL until the D.O.R. approval letter (Step 2) is received. Your check will be deposited by GOAL within 30 days of the approval date. You can also pay by credit card on the GOAL website by clicking here.

For more information, please visit www.goalscholarship.org or contact our GOAL representative, Allison Saxby at 770.828.4033 or asaxby@goalscholarship.org or Katie Rosengren, Associate Director of Advancement, at 404.231.8116 or krosengren@trinityatl.org.

While we appreciate your help securing additional funding for our financial aid program, your participation cannot be deemed a donation. It is a redirection of tax monies already owed to the state. As always, we are grateful for your continued support for The Trinity Fund and Spotlight on Art, both of which provide critical operating revenue on a yearly basis and make the Trinity experience truly exceptional.

Frequently Asked Questions

List of 12 frequently asked questions.

  • How does the Georgia Private School Tax Credit Program work?

    The Qualified Education Expense Credit (HB 1133) law allocates funds each year toward Student Scholarship Organizations (SSOs), which provide financial aid to students who are Georgia residents and who are either currently enrolled in public school or eligible to enroll in a qualified kindergarten or pre-kindergarten program.

    Through this program, Georgia taxpayers may redirect a portion of their state tax liability to an independent school of their choice. In doing so, a Georgia state income tax credit is available for the tax year in which the redirection is made. A participant may also be allowed a charitable deduction on their federal return.
  • How does my participation benefit Trinity?

    This program allows Trinity families and friends the opportunity to redirect a portion of their state tax liability to support financial aid. The funding received from this program provides aid for incoming financially eligible Trinity students who are either currently enrolled in public school or entering Pre-K or Kindergarten. It is important to note that in the distribution of these funds, Trinity utilizes the high standards and legal process it employs in the distribution of all financial aid awards.
  • Does my participation in the program count as a donation to Trinity?

    No. Participation in the Georgia Private School Tax Credit Program is a redirection of tax monies already owed to the state. As always, we are grateful for your continued support for The Trinity Fund and Spotlight on Art, both of which provide critical operating revenue on a yearly basis and make the Trinity experience truly exceptional.
  • Do I have to wait until January 2017 to participate in the program?

    No. GOAL will accept early applications for the 2017 Tax Credit Program as early as June 1, 2016. While applications cannot be officially filed with the Department of Revenue until January 2017, they will be prepped for input and filed in the order received. Please act by December 15, 2016 if you would like to participate in this program in 2017!
  • How do I participate in the program for 2017?

    Because there are limited tax credits available each year ($58 million for 2017), a taxpayer who is interested in contributing to GOAL must be pre-approved by the Georgia Department of Revenue (“DOR”). This simply means that the DOR sets aside a certain amount of the available tax credits specifically for the respective taxpayer.

    So, the taxpayer will submit his or her 2017 tax credit application to GOAL. Then GOAL will take care of every remaining step, and will remind the taxpayer when action is required. Each step in the process is outlined below:
    1. GOAL Submits Taxpayer Application to DOR: On January 1, 2017 (or on the 1st day the DOR permits applications for 2017) GOAL will submit the taxpayer’s request for a 2017 tax credit to the DOR. Shortly thereafter, GOAL will notify taxpayer by email that the application has been submitted.
    2. DOR Informs Taxpayer of Approval: Taxpayer will receive a DOR Approval Letter approximately 30 days after GOAL submits the application, indicating the amount for which he or she is approved.
    3. DOR Informs GOAL of Taxpayer Approval: GOAL also receives notice of taxpayer’s DOR approval, and GOAL will email him or her detailed instructions regarding payment deadline and options.
    4. Taxpayer Makes Payment to GOAL: When notified of DOR approval (by DOR Approval Letter or email from GOAL), taxpayer must submit payment to GOAL before his or her 60-day payment deadline.
    5. GOAL Mails Taxpayer Tax Receipt: GOAL will send taxpayer an acknowledgement letter and tax receipt (Form IT-QEE-SSO1), within 90 days of payment being deposited.
    6. Taxpayer Claims Georgia Income Tax Credit: When taxpayer files their 2017 taxes, he or she will take a Georgia tax credit and (if taxpayer itemizes) a federal tax deduction. Tax filing guidance will be available on GOAL’s website.
  • When do I submit my payment for 2017?

    After submitting your form to GOAL, GOAL will then submit the form to the Department of Revenue on the first business day of 2017. If approved, you will be notified by the DOR that you are approved for a credit and for what amount. You have 60 days from the date of approval to fund your credit by submitting a check or credit card to GOAL.
  • When is the deadline for participation in the program for 2017?

    The program ends for the year when funds are exhausted. Last year, the funds were exhausted on January 4, the first business day of the year. GOAL predicts that the funds will be depleted on January 1 again this year. GOAL pledges to submit all applications received by December 15, 2016, on the first day of 2017, so please act quickly to participate.
  • How does the program work for shareholders of an S-corp, members of an LLC, or partners in a partnership?

    Any individual who receives income from one or more of the entities listed above is declared eligible to participate at a higher level - up to $10,000 per individual. It is important to note that taxpayers are not able to combine the individual tax credit opportunity with the pass-through opportunity. The taxpayer must choose to file individually/jointly or as a pass-through entity. Another note: If the actual tax liability is less than the tax credit amount, the excess credit will be considered a charitable contribution. This differs from the individual tax credits, which are carry forward friendly. If you have questions regarding your tax liability, please consult your tax advisor.
  • What happens if the Department of Revenue receives requests for more than the $58 million cap on January1?

    For the 2016 tax year, the DOR received more than $108 million in tax credit requests on January 4. As a result, all credits were prorated to 53.36 percent. Due to the popularity of this program, GOAL believes that unless the cap is raised, proration will be expected going forward.
  • Can my company match my donation goal?

    Yes. Georgia GOAL Scholarship Program is a 501(c)(3) charitable organization and therefore qualifies to receive corporate matching funds. Participants should ask their Human Resources or Community Relations office to find out if their employer has a matching gift policy and for paperwork. After completing the paperwork, the participant will submit the form to GOAL to confirm the donation so that the process can be completed.
  • How much has Trinity received from the Georgia Private School Tax Credit Program?

    Trinity has received about $900,000 in support of financial aid since 2009 when we began participating in the program. In 2016 alone, the School received more than $146,000 from 78 participants.
  • How many Trinity students have benefitted from the program?

    As a result of the Georgia Private School Tax Credit Program, Trinity has been able to provide 30 scholarships to 13 outstanding students since we began participating in the program.
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4301 Northside Parkway NW, Atlanta, GA 30327
info@trinityatl.org | www.trinityatl.org
Phone: 404-231-8100 | Fax: 404-231-8111