Nonprofit · EIN 41-1969906
INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION
Tax-exempt · CALEDONIA, MN 55921
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $89,388 | $43,170 | $46,218 | $433,581 | $189 | $433,508 |
| December 31, 2024 | 990-EZ | $77,460 | $42,135 | $35,325 | $387,551 | $261 | $387,290 |
| December 31, 2023 | 990-EZ | $67,342 | $37,571 | $29,771 | $351,965 | – | $351,965 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $845
- Membership dues
- $15,810
- Investment income
- $44,492
- Net income from fundraising events
- $28,241
Expenses
- Grants and similar amounts paid
- $43,170
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $387,551
- Total assets, end of year
- $433,581
- Total liabilities, end of year
- $189
- Net assets, end of year
- $433,508
- Cash, savings and investments
- $433,581
- Gross receipts
- $100,605
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATHAN BOLER | VICE PRESIDENT | 1 | $0 |
| COREY GANTENBEIN | PRESIDENT | 1 | $0 |
| EMILY CONWAY | SECRETARY | 1 | $0 |
| LINDSEY MARTELL | TREASURER | 1 | $0 |
990-EZ for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATHAN BOLER | VICE PRESIDENT | 1 | $0 |
| COREY GANTENBEIN | PRESIDENT | 1 | $0 |
| EMILY CONWAY | SECRETARY | 1 | $0 |
| LINDSEY MARTELL | TREASURER | 1 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADAM AUGEDAHL | PRESIDENT | 1 | $0 |
| COREY GANTENBEIN | VICE PRESIDENT | 1 | $0 |
| JENI BURG | SECRETARY | 1 | $0 |
| LINDSEY MARTELL | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 65, CALEDONIA, MN 55921-0065
- Signed the 990-EZ
- LINDSEY MARTELL, TREASURER
- Phone
- (507) 895-8215
- Return prepared by
- BARTSCH TAX AND ACCOUNTING LLC
Mission
PROVIDE GRANTS TO SCHOOL DISTRICT STAFF
Program accomplishments
- provide grants to school district staff to assist in the instructional needs of their classroomsgrants $43,169
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 41-1969906
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $433,581
- Income (IRS master file)
- $100,605
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $89,388 | $43,170 | $433,581 | XML |
| 990-EZ | December 2024 | $77,460 | $42,135 | $387,551 | IRS |
| 990-EZ | December 2023 | $67,342 | $37,571 | $351,965 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1969906).
Questions about INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION
- What is the EIN of INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION?
- The employer identification number (EIN) of INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION is 41-1969906.
- Is INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does INDEPENDENT SCHOOL DISTRICT 299 FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $89,388, expenses of $43,170 and total assets of $433,581 at year end.
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