Civic Intelligence

Franklin Ovid Birmingham Trust 2

990T • Fiscal year 2024 • EIN 75-6363067

Jan 01, 2024 to Dec 31, 2024 • Filed on May 06, 2025

Organization ProfileN/A
P O Box 546Wylie, TX 75098

(214) 533-0351

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $4,438,382Liabilities 2010: $305,277Net Assets 2010: $4,133,1052010Assets 2011: $4,478,105Liabilities 2011: $304,801Net Assets 2011: $4,173,3042011Assets 2012: $4,576,572Liabilities 2012: $85,684Net Assets 2012: $4,490,8882012Assets 2013: $4,866,911Liabilities 2013: $83,298Net Assets 2013: $4,783,6132013Assets 2014: $4,800,412Liabilities 2014: $82,010Net Assets 2014: $4,718,4022014Assets 2015: $4,687,291Liabilities 2015: $77,762Net Assets 2015: $4,609,5292015Assets 2016: $3,759,650Liabilities 2016: $57,862Net Assets 2016: $3,701,7882016Assets 2017: $3,758,201Liabilities 2017: $51,506Net Assets 2017: $3,706,6952017Assets 2018: $3,735,791Liabilities 2018: $47,118Net Assets 2018: $3,688,6732018Assets 2019: $3,930,067Liabilities 2019: $268,474Net Assets 2019: $3,661,5932019Assets 2020: $3,971,095Liabilities 2020: $257,431Net Assets 2020: $3,713,6642020Assets 2021: $3,889,196Liabilities 2021: $249,582Net Assets 2021: $3,639,6142021Assets 2022: $3,980,249Liabilities 2022: $241,584Net Assets 2022: $3,738,6652022Assets 2023: $3,924,451Liabilities 2023: $234,634Net Assets 2023: $3,689,8172023Assets 2024: $3,693,761Liabilities 2024: $7,785Net Assets 2024: $3,685,9762024

Latest loaded filing

2024

Assets$3,693,761
Liabilities$7,785
Net Assets$3,685,976
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $125,8882010Revenue 2011: $173,814Expenses 2011: $132,883Net Income 2011: $40,9312011Expenses 2012: $168,8752012Revenue 2013: $386,136Expenses 2013: $93,413Net Income 2013: $292,7232013Revenue 2014: $251,827Expenses 2014: $317,041Net Income 2014: -$65,2142014Revenue 2015: $99,667Expenses 2015: $208,540Net Income 2015: -$108,8732015Revenue 2016: $264,208Expenses 2016: $156,650Net Income 2016: $107,5582016Revenue 2017: $183,094Expenses 2017: $178,188Net Income 2017: $4,9062017Revenue 2018: $161,514Expenses 2018: $175,641Net Income 2018: -$14,1272018Revenue 2019: $171,953Expenses 2019: $199,032Net Income 2019: -$27,0792019Revenue 2020: $256,540Expenses 2020: $204,469Net Income 2020: $52,0712020Revenue 2021: $127,532Expenses 2021: $201,580Net Income 2021: -$74,0482021Revenue 2022: $303,346Expenses 2022: $204,294Net Income 2022: $99,0522022Revenue 2023: $147,271Expenses 2023: $196,117Net Income 2023: -$48,8462023Revenue 2024: $195,956Expenses 2024: $204,221Net Income 2024: -$8,2652024

Latest loaded filing

2024

Revenue$195,956
Expenses$204,221
Net Income-$8,265
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Mission and Program Overview

Mission

Make contributions to WISD to be used for the upkeep and betterment of teaching advanced American History and Chemistry in WISD,

Filing and Contact Details

Filer

Filer Name
BIRMINGHAM TRUST Number 2
EIN
75-6363067
Phone
2145330351
Address
P O BOX 546, WYLIE, TX 75098

Signing Officer

Name
Ben Brown
Title
Treasurer
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Cox Rogers & Associates Inc
Address
703 North Green, Longview, TX 75601
Preparer
Robert G Rogers
Phone
9037533342
Raw XML Appendix96 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt027290
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/UnrecapturedSection1250GainAmt024814
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt027290
IRS1041ScheduleD/Form4797GainOrLossAmt027290
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt027290
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt027290
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/UnrecapturedSection1250GainAmt024814
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt027290
IRS4562/BusinessOrActivityTxt0Form 990-T Sch A
IRS4562/OtherDepreciationAmt07813
IRS4562/TotalDepreciationAmt07813
IRS990T/BalanceDueAmt06082
IRS990T/BooksInCareOfDetail/PersonNm0Robert G Rogers
IRS990T/BooksInCareOfDetail/PhoneNum09037533342
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0703 N Green
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Longview
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd075601
IRS990T/BookValueAssetsEOYAmt0152135
IRS990T/ESPenaltyAmt01
IRS990T/EstimatedTaxPaymentsAmt0200
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt027290
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt02006
IRS990TScheduleA/PrincipalBusinessActivityCd0531110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt09207
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt011213
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt029296
IRS990TScheduleA/TotUnrltTrdBusIncmAmt038503
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt09207
IRS990TScheduleA/TradeOrBusinessDesc0Commercial building rentals
IRS990TScheduleA/UBIBeforeNOLDedAmt029296
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt029296
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt09207
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.55452
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt0223139
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt0402403
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt020221
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt011213
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt08791
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt07813
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt016604
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt01055 E Colorado Blvd
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0Pasadena
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0CA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd091106
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt06281
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt06281
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0200
IRS990T/TotalTaxAmt06281
IRS990T/TotalTaxComputationAmt06281
IRS990T/TotalUBTIAmt028296
IRS990T/TotalUBTIBeforeNOLSpecificAmt029296
IRS990T/TotalUBTIBeforeSection199AAmt029296
IRS990T/TotalUBTIComputedAmt029296
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ben Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRMINGHAM TRUST Number 2
ReturnHeader/Filer/BusinessNameControlTxt0BIRM
ReturnHeader/Filer/EIN0756363067
ReturnHeader/Filer/PhoneNum02145330351
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 546
ReturnHeader/Filer/USAddress/CityNm0WYLIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075098
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751791310
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cox Rogers & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0703 North Green
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Longview
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075601
ReturnHeader/PreparerPersonGrp/PhoneNum09037533342
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert G Rogers
ReturnHeader/ReturnTs02025-05-06T07:33:59-07:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.69$0.01$3.69$0.20$0.20$0.01
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.23$3.69$0.15$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.98$0.24$3.74$0.30$0.20$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.25$3.64$0.13$0.20$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.26$3.71$0.26$0.20$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.93$0.27$3.66$0.17$0.20$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.74$0.05$3.69$0.16$0.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.76$0.05$3.71$0.18$0.18$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.76$0.06$3.70$0.26$0.16$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.69$0.08$4.61$0.10$0.21$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.80$0.08$4.72$0.25$0.32$0.07
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.08$4.78$0.39$0.09$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.09$4.49$0.17
2011Summary only. Only limited summary data is available for this year.$4.48$0.30$4.17$0.17$0.13$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.31$4.13$0.13