2024-03-05T01:35:51-00:00 2023-12-31 410746749 CliftonLarsonAllen LLP 2689 Commerce Drive NW Suite 201 Rochester MN 55901 990PF 2023-01-01 416026834 Geo A Hormel Testamentary Trust GEOA 5074379800 329 North Main Street STE 102L Austin MN 559123478 Roland G Gentzler Treasurer 5074379800 2024-03-05 true Roland Gentzler 999009999 true Katherine Lutzke P01760889 5072802300 2024-03-05 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1160329 X 34940 34940 -30044 1184692 0 4896 34940 38 13 25 1541 514 1027 1197 399 798 5581 5581 286 755 36 719 9398 6543 2569 63848 74497 73246 6543 77066 -68350 28397 61886 61610 61610 1054380 1098719 1098719 1116266 1160329 1160329 151 78860 68211 78860 68362 X 1017406 1071967 20000 20000 1037406 1091967 1116266 1160329 1037406 -68350 122911 1091967 1091967 Capital gains dividends 152 152 152 Publicly traded securities 1184540 1214736 -30196 -30196 -30044 395 395 395 80 80 80 315 false false false false false false false true true MN true false false false false true www.thehormelfoundation.com Sheri S Dankert 5074379800 329 North Main Street Suite 102L Austin MN 559123478 X false false false false true false false false false false false false false false false false true false true true false false false false Jeffrey M Ettinger 329 North Main Street Suite 102L Austin MN 559123478 Chair 004.00 0 Bonnie B Rietz 329 North Main Street Suite 102L Austin MN 559123478 Vice Chair 001.00 2 Roland G Gentzler 329 North Main Street Suite 102L Austin MN 559123478 Treasurer 004.00 6 Steven T Rizzi Jr 329 North Main Street Suite 102L Austin MN 559123478 Secretary 004.00 2 Gema J Alvarado-Guerrero 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 1 Adenuga O Atewologun 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 1 Diane B Baker 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Mark R Ciota 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Thomas J Dankert 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Michelle M King 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Randall J Kramer 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Molly S Lanke 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Richard R Pavek 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Larry J Pfeil 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 1 James P Snee 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 0 Jeffrey L Strickler 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Robert R Clarke 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Joey M Page 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Nitaya C Jandragholica 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 2 Sara Y Salas-Ramirez 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 1 Jon W Erichson 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 1 Kathleen L Linaker 329 North Main Street Suite 102L Austin MN 559123478 Director 001.00 1 NONE NONE N/A 0 NONE 1075254 53963 0 1129217 1129217 16938 1112279 55614 55614 395 395 55219 55219 55219 77066 77066 55219 15812 499 45 3927 12322 32605 77066 55219 21847 54452 0 15812 38640 499 45 3927 12322 21847 NONE NONE Geo A Hormel Testamentary Trust 329 North Main Street Suite 102L Austin MN 559123478 5074379800 see attached see attached see attached American Legion Post 91 809 12th Street SW Austin MN 55912 NC Equipment and Uniforms 3000 Austin Club League Baseball Inc 1402 8th Street NW Austin MN 55912 PC Equipment 2500 Austin Girls Youth Fastpitch Association PO Box 221 Austin MN 55912 PC Uniforms and equipment 3000 Austin Symphony Orchestra Society Inc 2110 7th Ave SW PO Box 465 Austin MN 55912 PC Operating expense 5000 Austin Youth Basketball Corporation PO Box 494 Austin MN 55912 PC Equipment, tournaments, scholarships 3000 Austin Youth Hockey Incorporated PO Box 111 Austin MN 55912 PC Equipment rental 2789 Brownsdale Volunteer Fire Department 402 Mill St South Brownsdale MN 55912 PC Structural Firefighting PPE 7000 Austin Convention and Visitors Bureau Inc 301 North Main St Suite 101 Austin MN 55912 NC Equipment 3248 Girl Scouts of Minnesota and wisconsin River Valleys Inc 400 Robert Street South St Paul MN 55107 PC Operational expense 2500 Hormel Historic Home Inc 208 4th Ave NW Austin MN 55912 PC Op Exp and Bldg restore 12500 Marcusen Park Baseball Association 108 8th Ave SE Austin MN 55913 PC Equipment 3000 Matchbox Childrens Theatre Inc 211 1st Street SE Austin MN 55913 PC Equipment 2000 Math Masters of Minnesota 301 NW 3rd Street Austin MN 55912 PC Math Masters competitions 5000 Mower County Historical Society 1303 6th Ave SW Austin MN 55912 PC New exhibit 1500 Mower County Humane Society 101 22nd Street SE Austin MN 55912 PC Veterinary expenses 5212 Southern Minnesota Women Center 808 W Oakland PO Box 333 Austin MN 55912 PC Interpreter fees 3000 Riverland Community College Foundation 1900 8th Ave NW Austin MN 55912 PC Royalty rights 4600 Riverside Figure Skating Club PO Box 354 Austin MN 55912 PC Ice time 3000 Spruce Up Austin Inc 500 4th Ave NE Austin MN 55912 PC Planting trees 1800 Northwestern Singers 2302 15th Ave SW Austin MN 55912 PC Accompaniest 848 74497 American Legion Post 91 809 12th Street SW Austin MN 55912 NC Equipment and Uniforms 3000 Austin Junior All-Star Baseball Inc 2111 Oakland Ave E Austin MN 55912 PC Equipment 3000 Austin Club League Baseball Inc 1402 8th Street NW Austin MN 55912 PC Equipment 2500 Austin Girls Youth Fastpitch Association PO Box 221 Austin MN 55912 PC Uniforms and equipment 2500 Austin Symphony Orchestra Society Inc 2110 7th Ave SW PO Box 465 Austin MN 55912 PC Operating expense 4000 Austin Youth Basketball Corporation PO Box 494 Austin MN 55912 PC Equipment, tournaments, scholarships 3000 Austin Youth Hockey Incorporated PO Box 111 Austin MN 55912 PC Equipment rental 3000 Brownsdale Volunteer Fire Department 402 Mill St South Brownsdale MN 55912 PC Positive pressure ventilation fan 1500 Austin Convention and Visitors Bureau Inc 301 North Main St Suite 101 Austin MN 55912 NC Sculpture 2500 Girl Scouts of Minnesota and wisconsin River Valleys Inc 400 Robert Street South St Paul MN 55107 PC Operational expense 2500 Hormel Historic Home Inc 208 4th Ave NW Austin MN 55912 PC Op Exp and Equip 7500 Marcusen Park Baseball Association 108 8th Ave SE Austin MN 55913 PC Equipment 3000 Math Masters of Minnesota 301 NW 3rd Street Austin MN 55912 PC Math Masters competitions 4000 Mower County Humane Society 101 22nd Street SE Austin MN 55912 PC Veterinary expenses 5000 Southern Minnesota Women Center 808 W Oakland PO Box 333 Austin MN 55912 PC Interpreter fees 2000 Riverland Community College Foundation 1900 8th Ave NW Austin MN 55912 PC Royalty rights 3000 Riverside Figure Skating Club PO Box 354 Austin MN 55912 PC Ice time 3000 Austin Youth Soccer Association PO Box 471 Austin MN 55912 PC Scholarships for players 3000 ISD 497 Lyle Public School 700 2nd Street Lyle MN 55953 GOV Keyboards 1000 United Way of Mower County 111 Main StN 202 Austin MN 55912 PC Hometown Food Security 3000 Youth Football Inc 1402 22nd Ave SW Austin MN 55912 PC Equipment and Uniforms 3000 65000 14 34940 18 -30044 4896 4896 true false false false false false false false false 1a(1) 3000 American Legion Post 91 Grant paid 1a(1) 3248 Austin Convention and Visitors Bureau Inc Grant paid false CliftonLarsonAllen 1197 399 798 American Legion Post 91 809 12th Street SW Austin MN 55912 2023-09-29 3000 The Minnesota American Legion organizes a summer baseball program for 17 - 19-year-old boys. Post 91 sponsors a local team in that program and uses the grant money towards the purchase of supplies baseballs, bats, uniforms, and safety equipment for the team. 3000 No 09/14/2023 2023-09-14 Documentation received confirming grant expenditures were for intended purpose. Austin Convention and Visitors Bureau 301 North Main St Austin MN 55912 2023-07-31 3248 Outdoor portable digital signage 3248 No 7/31/2023 2023-07-31 Documentation received confirming grant expenditures were for intended purpose. First Trust Rising Divid Achievers ETF 81845 81845 Invesco QQQ Trust EFT 90914 90914 Vanguard SP 500 Growth EFT 44680 44680 Federated Hermes Kaufman Small Cap Fund IS 47190 47190 Ishares morningstar mid cap growth eft 34996 34996 FT-preferred secur inc etf 55604 55604 Neuberger berman floating rate inc class 140251 140251 Avantis US Small Cap value eft 47953 47953 Health Care Select Sector spdr fund etf 56871 56871 JP Morgan Equity prem income etf 54320 54320 Federated Hermes mdt mid cap groth fund is 46995 46995 Lazard Global listed infras port instl fund 56575 56575 The Hartford Dividend Growth Fund class I 45635 45635 First Trust Enhanced Short Mat Fund etf 150045 150045 Thornburg Strategic Income Class I 99436 99436 Thornburg income builder CL I 45409 45409 Adams, Rizzi Sween PA 1541 514 1027 Administrative Fees 107 36 71 Bank fees 623 623 MN state filing fee 25 25 Unrealized gain on investments 122911 UBS - Management Fees 5581 5581 Excise Tax 286