Skip to main content

Nonprofit · EIN 75-6363066

FRANKLIN OWID BIRMINGHAM TRUST 1

Tax-exempt · WYLIE, TX 75098

Financials

$560K$885K2021$647K$861K2023$860K$873K2024$1.2M$987K2025
Revenue Expenses · by fiscal year end
Financials of FRANKLIN OWID BIRMINGHAM TRUST 1 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,174,469$986,646$187,823$16,372,772$0$16,372,772
December 31, 2024990$860,398$872,837-$12,439$16,218,693$34,181$16,184,512
December 31, 2023990$646,642$861,130-$214,488$17,231,617$1,030,240$16,201,377
December 31, 2021990$559,962$885,106-$325,144$17,076,819$1,095,872$15,980,947
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,181,907
Net rental income
-$7,438
Net gain from sales of assets
$662,415
Other revenue
-$7,438

Expenses

Grants and similar amounts paid
$560,000
Compensation of officers, directors and key employees
$168,631
Salaries, compensation and benefits (total)
$185,100
Professional fundraising fees
$0
Accounting fees
$31,696
Occupancy
$17,362
Travel
$743
Depreciation
$11,617
Program services (functional)
$656,135
Management and general (functional)
$330,511

Balance sheet and other

Total assets, start of year
$16,218,693
Total assets, end of year
$16,372,772
Total liabilities, end of year
$0
Net assets, end of year
$16,372,772
Land, buildings and equipment
$3,059,497
Publicly traded securities
$8,700,919
Gross receipts
$7,285,216
Employees
1
Year formed
1940
State of legal domicile
TX

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jon LewisExecutive Direc
Officer
30$168,631$38,405$6,300
Bob GrafTrustee
Trustee or director
0.5$0$0$0
Adam LeggettTrustee
Trustee or director
0.5$0$0$0
Sherrie KrolczykTrustee
Trustee or director
0.5$0$0$0
Matthew PorterChairman
Trustee or director
0.5$0$0$0
Ben BrownTrustee
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jon LewisExecutive Direc
Officer
30$162,366$36,978$6,300
Bob GrafTrustee
Trustee or director
0.5$0$0$0
Adam LeggettTrustee
Trustee or director
0.5$0$0$0
Betty Lutz-BlackTrustee
Trustee or director
0.5$0$0$0
Matthew PorterChairman
Trustee or director
0.5$0$0$0
Ben BrownTrustee
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jon LewisExecutive Direc
Officer
30$156,345$35,607$6,300
Bob GrafTrustee
Trustee or director
0.5$0$0$0
Adam LeggettTrustee
Trustee or director
0.5$0$0$0
Betty Lutz-BlackTrustee
Trustee or director
0.5$0$0$0
Matthew PorterChairman
Trustee or director
0.5$0$0$0
Ben BrownTrustee
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2021: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jon LewisExecutive Direc
Officer
30$144,997$33,023$6,300
Bob GrafTrustee
Trustee or director
0.5$0$0$0
Mary DavisTrustee
Trustee or director
0.5$0$0$0
Betty Lutz-BlackTrustee
Trustee or director
0.5$0$0$0
Matthew PorterChairman
Trustee or director
0.5$0$0$0
Ben BrownTrustee
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 546, WYLIE, TX 75098-3026
Principal officer (990 for 2025)
Jon Lewis, P O BOX 546, WYLIE, TX 75098
Signed the 990
Ben Brown, Treasurer
Phone
(214) 533-0351
Return prepared by
Cox Rogers & Associates Inc

Mission

Make contributions to WISD limited to use for exclusive benefit of classes in the area of manual training and domestic economy.

990 for the year ended December 31, 2025

Program accomplishments

  • Contributions to Wylie ISD limited to use for exclusive benefit of classes in the area of manual training and domestic ecomony.
    Expenses $656,135 · grants $560,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
75-6363066
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$16,372,772
Income (IRS master file)
$7,285,216

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,174,469$986,646$16,372,772XML
990December 2024$860,398$872,837$16,218,693XML
990-TDecember 2024–––IRS
990December 2023$646,642$861,130$17,231,617XML
990-TDecember 2023–––IRS
990December 2022$1,331,940$897,024$17,476,624IRS
990-TDecember 2022–––IRS
990December 2021$559,962$885,106$17,076,819XML
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS
990December 2017–––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 75-6363066).

Questions about FRANKLIN OWID BIRMINGHAM TRUST 1

What is the EIN of FRANKLIN OWID BIRMINGHAM TRUST 1?
The employer identification number (EIN) of FRANKLIN OWID BIRMINGHAM TRUST 1 is 75-6363066.
Is FRANKLIN OWID BIRMINGHAM TRUST 1 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to FRANKLIN OWID BIRMINGHAM TRUST 1 tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does FRANKLIN OWID BIRMINGHAM TRUST 1 file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FRANKLIN OWID BIRMINGHAM TRUST 1 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 FRANKLIN OWID BIRMINGHAM TRUST 1 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of FRANKLIN OWID BIRMINGHAM TRUST 1?
The 990 for the year ended December 31, 2025 names Jon Lewis.
Who are the officers and directors of FRANKLIN OWID BIRMINGHAM TRUST 1?
The 990 for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $168,631 (Jon Lewis, Executive Direc).
How much revenue does FRANKLIN OWID BIRMINGHAM TRUST 1 have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,174,469, expenses of $986,646 and total assets of $16,372,772 at year end.

Other nonprofits in WYLIE

All nonprofits in WYLIE · Texas