Geo A Hormel Testamentary Trust
Geo A Hormel Testamentary Trust is a private foundation based in Austin, Minnesota. The Hormel Foundation serves as its trustee; the trust’s 2025 filing reports 21 grants totaling $66,091.
Key facts about Geo A Hormel Testamentary Trust
In short: Geo A Hormel Testamentary Trust gave $66K across 21 grants in 2025 (avg $3K), mostly in Minnesota. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 41-6026834
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $66,091
- Grants made (2025)
- 21
- Average grant
- $3,147
- Median grant
- $3,000
- New grantees (estimate)
- 15% first-time grantees (3 of 20, 2025)
- Total assets
- $1,286,679
- Primary geography
- Minnesota (100% of itemized 2025 grant dollars)
- How to apply
- The trust’s 2024 filing says to contact Geo A Hormel Testamentary Trust and indicates that application forms and materials, deadlines, and award restrictions are attached. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
+4.0% YoY
Annual Giving
$66K
+12.0% YoY
Grant Count
21
+16.7% YoY
Avg Grant Size
$3K
-4.0% YoY
Under IRS private-foundation payout rules, Geo A Hormel Testamentary Trust reported a distributable amount of $61K for 2025 — the minimum it must pay out in qualifying distributions.
Is Geo A Hormel Testamentary Trust open to new grantees?
15%
first-time grantees, 2025
In 2025, 3 of 20 grantees (15%) were first-time recipients. First grants averaged $3K; repeat grants $3K. How we count
Medians: $3K first-time, $3K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants show support for a range of local organizations. For example, Mower County Humane Society says it shelters homeless animals and prepares them for adoption; Austin Symphony Orchestra Society says it provides public symphony concerts and supports the local music community; and Brownsdale Volunteer Fire Department says it provides fire protection and prevention education. Other recipients describe work in youth basketball, figure skating, baseball, and educational and athletic programs at Riverland Community College.
Grantmaking
In 2025, the trust made 21 grants totaling $66,091. Grant amounts ranged from $1,091 to $6,000, with a median of $3,000.
Review Cycle
, and award restrictions are attached. It also states that the trust does not restrict giving to preselected organizations.
Ready to take the next step with Geo A Hormel Testamentary Trust?
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Minnesota. The listed 2025 grantees were in Austin or Brownsdale, Minnesota.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $54K (2019) to $74K (2023). In 2025 it made 21 grants totaling $66K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Austin Youth Hockey Incorporated ($6K). Together the top 10 received $40K.
Grant Size Distribution
98 grants across all recorded years
The most common grant size was under $50K: 98 grants of 98 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Austin Youth Hockey Incorporated Austin, MN | Equipment rental | $6,000 |
| Austin Club League Baseball Inc Austin, MN | Equipment | $5,500 |
| Mower County Humane Society Austin, MN | Veterinary expenses | $5,000 |
| Austin Symphony Orchestra Society Inc Austin, MN | Operating expense | $4,000 |
| Math Masters of Minnesota Austin, MN | Math Masters competitions | $4,000 |
| Austin Youth Basketball Corporation Austin, MN | Equipment, tournaments, scholarships | $3,000 |
| Brownsdale Volunteer Fire Department Brownsdale, MN | Structural Firefighting PPE | $3,000 |
| Marcusen Park Baseball Association Austin, MN | Equipment | $3,000 |
| Southern Minnesota Women Center Austin, MN | Interpreter fees | $3,000 |
| Riverland Community College Foundation Austin, MN | Royalty rights | $3,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,286,679 | $37,479 | $73,964 | $66,091 (21 grants) |
| 2024 | $1,236,884 | $98,208 | $76,153 | $59,000 (18 grants) |
| 2023 | $1,160,329 | $4,896 | $73,246 | $74,497 (20 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,286,679 | $1,236,884 | $1,160,329 |
| Revenue | $37,479 | $98,208 | $4,896 |
| Expenses | $73,964 | $76,153 | $73,246 |
| Qualifying Distributions | $68,410 | $61,755 | $77,066 |
| Net Investment Income | $50,679 | $90,914 | $28,397 |
| Distributable Amount | $60,791 | $57,921 | $55,219 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 23, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The trust’s 2025 filing lists Jeffrey M Ettinger, Jim Sheehan, Steven T Rizzi Jr, Diane B Baker, Thomas J Dankert, Michelle M King, Randall J Kramer, Molly S Lanke, Richard R Pavek, and Robert R Clarke. Sheehan is listed as Acting Vice Chair and Rizzi as Acting Chair; the others are listed as directors.
Geo A Hormel Testamentary Trust is led by Steven T Rizzi Jr., Acting Chair since 2025 (on filings since 2019); all 22 officers listed in 2025 are compensated.
Officers on the 2025 filing
Steven T Rizzi Jr.
Acting Chair
Secretary → Acting Chair, 2025
On filings since 2019
3 hrs/week
$2 (2019) → $4 (2025)
Diane B Baker
Director
On filings since 2019
1 hr/week
$1 (2019) → $3 (2025)
James P Snee
Director
On filings since 2019
1 hr/week
$1 (2019) → $2 (2025)
Jeffrey M Ettinger
Director
Chair → Director, 2025
On filings since 2019
1 hr/week
$3 (2019) → $4 (2025)
Michelle M King
Director
On filings since 2019
1 hr/week
$1 (2019) → $3 (2025)
Molly S Lanke
Director
On filings since 2019
1 hr/week
$1 (2019) → $3 (2025)
Randall J Kramer
Director
On filings since 2019
1 hr/week
$1 (2019) → $3 (2025)
Richard R Pavek
Director
On filings since 2019
1 hr/week
$1 (2019) → $3 (2025)
Thomas J Dankert
Director
On filings since 2019
1 hr/week
$1 (2019) → $3 (2025)
Robert R Clarke
Director
On filings since 2020
1 hr/week
$1 (2020) → $3 (2025)
Joey M Page
Director
On filings since 2021
1 hr/week
$1 (2021) → $3 (2025)
Nitaya C Jandragholica
Director
On filings since 2021
1 hr/week
$1 (2021) → $3 (2025)
Jon W Erichson
Director
On filings since 2023
1 hr/week
$1 (2023) → $3 (2025)
Kathleen L Linaker
Director
On filings since 2023
1 hr/week
$1 (2023) → $3 (2025)
Sara Y Salas-Ramirez
Director
On filings since 2023
1 hr/week
$1 (2023) → $2 (2025)
John A Woodard
Director
On filings since 2024
1 hr/week
$1 (2024) → $3 (2025)
D Scott Aakre
Director
New on the 2025 filing
1 hr/week
$3 (2025)
Jeanne E Poppe
Director
New on the 2025 filing
1 hr/week
$3 (2025)
Juan Hernandez
Director
New on the 2025 filing
1 hr/week
$1 (2025)
Prathibha Varkey
Director
New on the 2025 filing
1 hr/week
$3 (2025)
Tim R Ruzek
Director
New on the 2025 filing
1 hr/week
$2 (2025)
Jim Sheehan
Acting Vice Chair
New on the 2025 filing
4 hrs/week
$6 (2025)
Former officers (13)
- Former: Bonnie B Rietz (2019–2024) — Vice Chair
- Former: Jeffrey L Strickler (2019–2024) — Director
- Former: Mark R Ciota (2019–2024) — Director
- Former: Roland G Gentzler (2019–2024) — Treasurer
- Former: Adenuga O Atewologun (2019–2023) — Director
- Former: Gema J Alvarado-Guerrero (2019–2023) — Director
- Former: Larry J Pfeil (2019–2023) — Director
- Former: Craig W Johnson (2019–2021) — Director
- Former: David M Krenz (2019–2021) — Director-
- Former: Ann M Bode (2019–2020) — Director
- Former: David D Amick (2019) — Director
- Former: Tedd M Maxfield (2019) — Director
- Former: Zigang Dong (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6, to Jim Sheehan (Acting Vice Chair). 22 officers or directors reported compensation on that filing.
Contact
Application contact: Geo A Hormel Testamentary Trust
Mailing address: 329 North Main Street Suite 102L, Austin, MN 55912-3478
Phone: (507) 437-9800
Website: https://www.thehormelfoundation.com
Frequently asked questions about Geo A Hormel Testamentary Trust
How much does Geo A Hormel Testamentary Trust give each year?
Geo A Hormel Testamentary Trust gave $66K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $59K across 18 grants.
What is Geo A Hormel Testamentary Trust's typical grant size?
Geo A Hormel Testamentary Trust's median grant in 2025 was $3,000, and its average grant was $3,147, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Geo A Hormel Testamentary Trust that year got $3K on average.
Where does Geo A Hormel Testamentary Trust give grants?
Geo A Hormel Testamentary Trust gives mostly in Minnesota: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Austin, MN (19 grants).
Does Geo A Hormel Testamentary Trust give general operating support?
Yes: 10% of Geo A Hormel Testamentary Trust's 2025 grants with a stated purpose (2 of 21) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Equipment" (3 grants).
Who are Geo A Hormel Testamentary Trust's largest grantees?
Geo A Hormel Testamentary Trust's largest 2025 grantees include Austin Youth Hockey Incorporated ($6,000), Austin Club League Baseball Inc ($5,500) and Mower County Humane Society ($5,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
How large is Geo A Hormel Testamentary Trust?
Geo A Hormel Testamentary Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $61K (roughly 5% of its investment assets).
What does Geo A Hormel Testamentary Trust fund?
No mission statement for the trust is provided. Its 2025 grants show support for a range of local organizations. See mission & focus areas ↑
How do I apply for a grant from Geo A Hormel Testamentary Trust?
The trust’s 2024 filing says to contact Geo A Hormel Testamentary Trust and indicates that application forms and materials, deadlines, and award restrictions are attached. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Geo A Hormel Testamentary Trust's EIN?
Geo A Hormel Testamentary Trust's EIN (Employer Identification Number) is 41-6026834. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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