Nonprofit · EIN 41-6026834
GEO A HORMEL TESTAMENTARY TRUST
Tax-exempt · AUSTIN, MN 55912
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $37,479 | $73,964 | -$36,485 | $1,286,679 | $71,165 | $1,215,514 |
| December 31, 2024 | 990-PF | $98,208 | $76,153 | $22,055 | $1,236,884 | $74,562 | $1,162,322 |
| December 31, 2023 | 990-PF | $4,896 | $73,246 | -$68,350 | $1,160,329 | $68,362 | $1,091,967 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $57,705
- Net gain from sales of assets
- -$20,226
Expenses
- Grants and similar amounts paid
- $63,091
- Compensation of officers, directors and key employees
- $66
- Disbursements for charitable purposes
- $68,410
- Excise tax on investment income
- $704
Balance sheet and other
- Total assets, start of year
- $1,236,884
- Total assets, end of year
- $1,286,679
- Total liabilities, end of year
- $71,165
- Net assets, end of year
- $1,215,514
- Fair market value of assets
- $1,286,679
- Qualifying distributions
- $68,410
- Net investment income
- $57,705
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Sheehan 329 North Main Street Suite 102L, Austin, MN 559123478 | Acting Vice Chair | 4 | $6 |
| Jeffrey M Ettinger 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $4 |
| Steven T Rizzi Jr 329 North Main Street Suite 102L, Austin, MN 559123478 | Acting Chair | 3 | $4 |
| Diane B Baker 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Thomas J Dankert 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Michelle M King 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Randall J Kramer 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Molly S Lanke 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Richard R Pavek 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Robert R Clarke 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Joey M Page 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Nitaya C Jandragholica 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Jon W Erichson 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Kathleen L Linaker 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| John A Woodard 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeanne E Poppe 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| Prathibha Varkey 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| D Scott Aakre 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $3 |
| James P Snee 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Sara Y Salas-Ramirez 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Tim R Ruzek 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Juan Hernandez 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $1 |
990-PF for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey M Ettinger 329 North Main Street Suite 102L, Austin, MN 559123478 | Chair | 4 | $2 |
| Bonnie B Rietz 329 North Main Street Suite 102L, Austin, MN 559123478 | Vice Chair | 1 | $2 |
| Roland G Gentzler 329 North Main Street Suite 102L, Austin, MN 559123478 | Treasurer | 4 | $2 |
| Steven T Rizzi Jr 329 North Main Street Suite 102L, Austin, MN 559123478 | Secretary | 4 | $2 |
| Diane B Baker 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Mark R Ciota 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Thomas J Dankert 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Michelle M King 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Randall J Kramer 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Molly S Lanke 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Richard R Pavek 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| James P Snee 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Jeffrey L Strickler 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Robert R Clarke 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Joey M Page 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Nitaya C Jandragholica 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Sara Y Salas-Ramirez 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Jon W Erichson 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Kathleen L Linaker 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $1 |
| John A Woodard 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $1 |
990-PF for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roland G Gentzler 329 North Main Street Suite 102L, Austin, MN 559123478 | Treasurer | 4 | $6 |
| Bonnie B Rietz 329 North Main Street Suite 102L, Austin, MN 559123478 | Vice Chair | 1 | $2 |
| Steven T Rizzi Jr 329 North Main Street Suite 102L, Austin, MN 559123478 | Secretary | 4 | $2 |
| Diane B Baker 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Mark R Ciota 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Thomas J Dankert 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Michelle M King 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Randall J Kramer 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Molly S Lanke 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Richard R Pavek 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Jeffrey L Strickler 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Robert R Clarke 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Joey M Page 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Nitaya C Jandragholica 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $2 |
| Gema J Alvarado-Guerrero 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $1 |
| Adenuga O Atewologun 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $1 |
| Larry J Pfeil 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $1 |
| Sara Y Salas-Ramirez 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $1 |
| Jon W Erichson 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $1 |
| Kathleen L Linaker 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $1 |
| Jeffrey M Ettinger 329 North Main Street Suite 102L, Austin, MN 559123478 | Chair | 4 | $0 |
| James P Snee 329 North Main Street Suite 102L, Austin, MN 559123478 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 329 N MAIN ST STE 102L, AUSTIN, MN 55912-3478
- Signed the 990-PF
- Sheri S Dankert, Treasurer
- Phone
- (507) 437-9800
- Website
- www.thehormelfoundation.com
- Return prepared by
- CliftonLarsonAllen LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-6026834
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,286,679
- Income (IRS master file)
- $415,183
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $37,479 | $73,964 | $1,286,679 | XML |
| 990-PF | December 2024 | $98,208 | $76,153 | $1,236,884 | XML |
| 990-PF | December 2023 | $4,896 | $73,246 | $1,160,329 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
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 41-6026834).
Questions about GEO A HORMEL TESTAMENTARY TRUST
- What is the EIN of GEO A HORMEL TESTAMENTARY TRUST?
- The employer identification number (EIN) of GEO A HORMEL TESTAMENTARY TRUST is 41-6026834.
- Is GEO A HORMEL TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does GEO A HORMEL TESTAMENTARY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEO A HORMEL TESTAMENTARY TRUST 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 GEO A HORMEL TESTAMENTARY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GEO A HORMEL TESTAMENTARY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 22 people; 22 received compensation from the organization, the highest $6 (Jim Sheehan, Acting Vice Chair).
- How much revenue does GEO A HORMEL TESTAMENTARY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,479, expenses of $73,964 and total assets of $1,286,679 at year end.
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