Richard a Hause Testamentary Trust

Private foundation · Grantmaker Eagan, MN EIN: 34-7158393

Richard a Hause Testamentary Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $277K in total assets. In 2025, it awarded 9 grants totaling $13K. Net investment income was $11K.

Key facts about Richard a Hause Testamentary Trust

In short: Richard a Hause Testamentary Trust gave $13K across 9 grants in 2025 (avg $1K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

EIN
34-7158393
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$13,000
Grants made (2025)
9
Average grant
$1,444
Median grant
$1,000
Total assets
$276,779
Primary geography
Kentucky (92% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$277K

-1.0% YoY

Annual Giving

$13K

+0.0% YoY

Grant Count

9

+80.0% YoY

Avg Grant Size

$1K

-44.4% YoY

Under IRS private-foundation payout rules, Richard a Hause Testamentary Trust reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

How Richard a Hause Testamentary Trust gives

  • Giving held roughly steady from 2022 to 2025 (−12%). Method
  • In 2025 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

Highland HeightsMaysvilleMoreheadBereaLexingtonLouisvilleRichmondBloomfieldCrestview HillsDanvilleGeorgetownMurrayPikevilleRockfordTrentonWilliamsburgCincinnati

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K6 grants2019 4 grants2020 4 grants2021 3 grants2022 6 grants2023 5 grants2024 9 grants2025

From 2019 to 2025, annual grant giving ranged from $13K (2024) to $22K (2023). In 2025 it made 9 grants totaling $13K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Northern Kentucky University: $3KNorthern Kentucky University$3KMorehead State University: $3KMorehead State University$3KMaysville Community & Technical: $2KMaysville Community &Technical$2KMurray State University: $1KMurray State University$1KSpalding University: $1KSpalding University$1KUniversity of Pikeville: $1KUniversity of Pikeville$1KCenter College: $500Center College$500Berea College: $500Berea College$500

The largest 2025 recipient was Northern Kentucky University ($3K). Together the top 8 received $12K.

Organizations only. It also paid 1 individual scholarship ($1,000), which are not listed by name.

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 27 grants of 27 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Northern Kentucky University Highland Heights, KYScholarships$3,000
Morehead State University Morehead, KYScholarships$3,000
Maysville Community & Technical Maysville, KYScholarships$2,000
1 individual scholarship Recipients not named —$1,000
Murray State University Murray, KYScholarships$1,000
Spalding University Louisville, KYScholarships$1,000
University of Pikeville Pikeville, KYScholarships$1,000
Center College Danville, KYScholarships$500
Berea College Berea, KYScholarships$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$276,779$279,696$283,831
Revenue$15,602$16,280$5,236
Expenses$21,296$20,385$30,203
Qualifying Distributions$16,225$15,677$23,878
Net Investment Income$10,580$11,044$8,523
Distributable Amount$19,182$15,606$16,458

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  3. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Richard a Hause Testamentary Trust's only listed officer is US Bank N A, Trustee on filings since 2019 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2019

    1 hr/week

    $5K (2019) → $5K (2025)

Former officers (1)
  • Former: US Bank NA (2023) — Trustee

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

US Bank N a — Trustee: $5KUS Bank N aTrustee$5K

The highest reported compensation on the 2025 filing was $5K, to US Bank N a (Trustee).

Frequently asked questions about Richard a Hause Testamentary Trust

How much does Richard a Hause Testamentary Trust give each year?

Richard a Hause Testamentary Trust gave $13K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 5 grants.

What is Richard a Hause Testamentary Trust's typical grant size?

Richard a Hause Testamentary Trust's median grant in 2025 was $1,000, and its average grant was $1,444, across 9 grants on its 2025 IRS Form 990-PF.

Where does Richard a Hause Testamentary Trust give grants?

Richard a Hause Testamentary Trust gives mostly in Kentucky: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Ohio (8%).

Does Richard a Hause Testamentary Trust give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on Richard a Hause Testamentary Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (9 grants).

Who are Richard a Hause Testamentary Trust's largest grantees?

Richard a Hause Testamentary Trust's largest 2025 grantees include Northern Kentucky University ($3,000), Morehead State University ($3,000) and Maysville Community & Technical ($2,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($1,000), which are not listed by name. Together they received 62% of its itemized 2025 grant dollars.

How large is Richard a Hause Testamentary Trust?

Richard a Hause Testamentary Trust reported $277K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Richard a Hause Testamentary Trust's EIN?

Richard a Hause Testamentary Trust's EIN (Employer Identification Number) is 34-7158393. 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.

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