Nonprofit · EIN 75-6363067
FRANKLIN OVID BIRMINGHAM TRUST 2
Tax-exempt · WYLIE, TX 75098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $267,480 | $224,169 | $43,311 | $3,728,851 | $0 | $3,728,851 |
| December 31, 2024 | 990 | $195,956 | $204,221 | -$8,265 | $3,693,761 | $7,785 | $3,685,976 |
| December 31, 2023 | 990 | $147,271 | $196,117 | -$48,846 | $3,924,451 | $234,634 | $3,689,817 |
| December 31, 2021 | 990 | $127,532 | $201,580 | -$74,048 | $3,889,196 | $249,582 | $3,639,614 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $269,175
- Net rental income
- -$1,695
- Net gain from sales of assets
- $150,863
- Other revenue
- -$1,695
Expenses
- Grants and similar amounts paid
- $127,000
- Compensation of officers, directors and key employees
- $38,405
- Salaries, compensation and benefits (total)
- $42,156
- Professional fundraising fees
- $0
- Accounting fees
- $7,218
- Occupancy
- $3,955
- Travel
- $169
- Depreciation
- $2,646
- Program services (functional)
- $148,390
- Management and general (functional)
- $75,779
Balance sheet and other
- Total assets, start of year
- $3,693,761
- Total assets, end of year
- $3,728,851
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,728,851
- Land, buildings and equipment
- $696,791
- Publicly traded securities
- $1,981,609
- Gross receipts
- $1,659,186
- Employees
- 1
- Year formed
- 1950
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jon Lewis | Executive Direc Officer | 10 | $38,405 | $168,631 | $6,300 |
| Bob Graf | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Adam Leggett | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Matthew Porter | Chairman Trustee or director | 0.5 | $0 | $0 | $0 |
| Ben Brown | Treasurer Trustee or director | 0.5 | $0 | $0 | $0 |
| Sherrie Krolczyk | Trustee Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jon Lewis | Executive Direc Officer | 10 | $36,978 | $162,366 | $6,299 |
| Bob Graf | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Adam Leggett | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Matthew Porter | Chairman Trustee or director | 0.5 | $0 | $0 | $0 |
| Ben Brown | Treasurer Trustee or director | 0.5 | $0 | $0 | $0 |
| Betty Lutz-Black | Trustee Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jon Lewis | Executive Direc Officer | 10 | $35,607 | $156,345 | $6,300 |
| Bob Graf | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Adam Leggett | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Matthew Porter | Chairman Trustee or director | 0.5 | $0 | $0 | $0 |
| Ben Brown | Treasurer Trustee or director | 0.5 | $0 | $0 | $0 |
| Betty Lutz-Black | Trustee Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended December 31, 2021: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jon Lewis | Executive Direc Officer | 10 | $33,023 | $144,997 | $6,300 |
| Bob Graf | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Mary Davis | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Matthew Porter | Chairman Trustee or director | 0.5 | $0 | $0 | $0 |
| Ben Brown | Treasurer Trustee or director | 0.5 | $0 | $0 | $0 |
| Betty Lutz-Black | Trustee Trustee or director | 0 | $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 to be used for the upkeep and betterment of teaching advanced American History and Chemistry in WISD,
Program accomplishments
- Contributions are made to Wylie Independent School District and are limited to use for exclusive benefit of classes in the area of American History and Chemistry classes.Expenses $148,390 · grants $127,000
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-6363067
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,728,851
- Income (IRS master file)
- $1,659,186
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $267,480 | $224,169 | $3,728,851 | XML |
| 990 | December 2024 | $195,956 | $204,221 | $3,693,761 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $147,271 | $196,117 | $3,924,451 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $303,346 | $204,294 | $3,980,249 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | $127,532 | $201,580 | $3,889,196 | XML |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 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 75-6363067).
Questions about FRANKLIN OVID BIRMINGHAM TRUST 2
- What is the EIN of FRANKLIN OVID BIRMINGHAM TRUST 2?
- The employer identification number (EIN) of FRANKLIN OVID BIRMINGHAM TRUST 2 is 75-6363067.
- Is FRANKLIN OVID BIRMINGHAM TRUST 2 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to FRANKLIN OVID BIRMINGHAM TRUST 2 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FRANKLIN OVID BIRMINGHAM TRUST 2 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 OVID BIRMINGHAM TRUST 2 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 OVID BIRMINGHAM TRUST 2 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 OVID BIRMINGHAM TRUST 2?
- The 990 for the year ended December 31, 2025 names Jon Lewis.
- Who are the officers and directors of FRANKLIN OVID BIRMINGHAM TRUST 2?
- The 990 for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $38,405 (Jon Lewis, Executive Direc).
- How much revenue does FRANKLIN OVID BIRMINGHAM TRUST 2 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $267,480, expenses of $224,169 and total assets of $3,728,851 at year end.
Other nonprofits in WYLIE
- WPA MINISTRIES EIN 75-2942442 · last filed 990 for 2025
- INSYNC EXOTICS INC EIN 31-1726497 · last filed 990 for 2025
- FRANKLIN OWID BIRMINGHAM TRUST 1 EIN 75-6363066 · last filed 990 for 2025
- RVSL FOUNDATION EIN 71-0835199 · last filed 990 for 2024
- YOUTH WITH A MISSION INC EIN 33-1020619 · last filed 990 for 2025
- WYLIE BAND BOOSTER CLUB EIN 75-1791601 · last filed 990 for 2025
- KIDS INSPIRING FAITH AT HOPE RISING PRESCHOOL EIN 27-1751656 · last filed 990 for 2025
- COVENTRY RESERVE EIN 20-0476382 · last filed 990 for 2025