Landmark School has a modest financial aid program that is able to provide some assistance to those parents/guardians who demonstrate clear financial need. To process applications for financial aid, Landmark uses the School and Student Service for Financial Aid (SSS) program operated by the National Association of Independent Schools (NAIS). This organization provides an objective methodology for calculating a family’s ability to contribute to educational expenses.
Financial Aid Inquiries and Applications
Contact:
Jodi Bertolino
Financial Aid Administrator
jbertolino@landmarkschool.org
978-236-3206
How to Apply
To apply for financial aid for the 2009 - 2010 school year, you must complete the forms provided by School and Student Service for Financial Aid (SSS). Forms are available from Landmark and online.
– Send forms to SSS in Pittsburgh as directed in the instructions by February 28, 2009. Keep a photocopy for your records, and mail the original to SSS.
– Forward a signed copy of your 2007 or 2008 Federal Tax Return, all related Schedules, and a copy of all 2008 W-2 forms to Landmark School by February 28th. No determination of financial assistance can be made until the school receives this tax information.
– If you own, or are a part owner of a business or farm, whether it is the primary source of your income or not, you must also complete the SSS Business/Farm Statement available online.
Please submit it directly to the Landmark School Business Office, ATTN: Jodi Bertolino.
– Landmark does not make financial aid awards to parents who receive any level of public funding (total or partial).
– Initial financial aid decisions for completed applications will be made on March 15, 2009. Any financial aid applications received after February 28 will be considered on a rolling basis, as funds are available.
Tax Deductible Expenses
Landmark School provides special education services and, therefore payments to Landmark may be considered deductible medical care expenses under the Internal Revenue Code. The regulations under Section 213 of the Internal Revenue Code provide that:
– While ordinary education is not medical care, the cost of medical care includes the cost of attending a special school for a handicapped individual, if his or her condition is such that the resources of the institution for alleviating such handicap are a principal reason for his or her presence there.
– Whether expenses of Landmark will be deductible in a particular case, however, will depend upon the facts and circumstances of each individual student’s situation. There are also percentage limitations applicable to otherwise deductible medical expenses, depending on the parents’ income. Before taking a tax deduction for expenses relating to the special education of a student, parents should confer with their tax lawyer or accountant about the rulings and regulations under Section 213 of the Internal Revenue Code and other applicable laws.
For further assistance please contact Jodi Bertolino at jbertolino@landmarkschool.org and 978-236-3206.
