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Nonprofit · EIN 31-0654315

TRUST ESTATE OF GEORGE B RILEY

Also known as AUBURN CURRY & HALL TTEE

Tax-exempt · TERRACE PARK, OH 45174

Financials

$2M$1.8M2023$3M$1.8M2024$2.4M$2M2025
Revenue Expenses · by fiscal year end
Financials of TRUST ESTATE OF GEORGE B RILEY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,425,205$1,973,933$451,272$22,304,800$0$22,304,800
December 31, 2024990-PF$3,042,731$1,814,135$1,228,596$21,849,974$0$21,849,974
December 31, 2023990-PF$1,970,024$1,796,651$173,373$20,654,912$0$20,654,912
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$855,568
Interest
$14
Net gain from sales of assets
$1,569,623

Expenses

Grants and similar amounts paid
$1,758,000
Compensation of officers, directors and key employees
$75,000
Salaries, compensation and benefits (total)
$35,000
Disbursements for charitable purposes
$1,861,214
Excise tax on investment income
$32,700

Balance sheet and other

Total assets, start of year
$21,849,974
Total assets, end of year
$22,304,800
Total liabilities, end of year
$0
Net assets, end of year
$22,304,800
Fair market value of assets
$43,287,293
Qualifying distributions
$1,861,214
Net investment income
$2,425,205

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.

NameTitleHours / weekCompensation
James Hall
3370 Carpenters Creek, Cincinnati, OH 45241
Trustee5$25,000
Hubert Auburn
3915 Case Road, Bay Village, OH 44039
Trustee5$25,000
Stephen Winhusen
1889 Beech Grove Drive, Cincinnati, OH 45233
Trustee5$25,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
HUBERT AUBURN
5915 CASE ROAD, BAY VILLAGE, OH 44039
TRUSTEE5$25,000
JAMES HALL
3370 CARPENTERS CREEK, CINCINNATI, OH 45241
TRUSTEE5$25,000
STEPHEN WINHUSEN
1889 BEECH GROVE DRIVE, CINCINNATI, OH 45233
TRUSTEE5$25,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
HUBERT AUBURN
5915 CASE ROAD, BAY VILLAGE, OH 44039
TRUSTEE5$25,000
JAMES HALL
3370 CARPENTERS CREEK, CINCINNATI, OH 45241
TRUSTEE5$25,000
STEPHEN WINHUSEN
1889 BEECH GROVE DRIVE, CINCINNATI, OH 45233
TRUSTEE5$25,000

Address and contacts

Address (IRS master file)
PO BOX 356, TERRACE PARK, OH 45174-0356
Signed the 990-PF
Dave Laub, Trustee
Phone
(513) 621-5017
Return prepared by
Barnes Dennig & Co LTD

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-0654315
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$22,304,800
Income (IRS master file)
$2,425,205

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,425,205$1,973,933$22,304,800XML
990-PFDecember 2024$3,042,731$1,814,135$21,849,974XML
990-PFDecember 2023$1,970,024$1,796,651$20,654,912XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 31-0654315).

Questions about TRUST ESTATE OF GEORGE B RILEY

What is the EIN of TRUST ESTATE OF GEORGE B RILEY?
The employer identification number (EIN) of TRUST ESTATE OF GEORGE B RILEY is 31-0654315.
Is TRUST ESTATE OF GEORGE B RILEY tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does TRUST ESTATE OF GEORGE B RILEY file?
Form 990-PF. Private foundations file every year.
When is the next return of TRUST ESTATE OF GEORGE B RILEY 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 TRUST ESTATE OF GEORGE B RILEY 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 TRUST ESTATE OF GEORGE B RILEY?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $25,000 (James Hall, Trustee).
How much revenue does TRUST ESTATE OF GEORGE B RILEY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,425,205, expenses of $1,973,933 and total assets of $22,304,800 at year end.

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