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Nonprofit · EIN 77-6062330

JOHN J WINKLER MEMORIAL TR 06-01-90

Also known as HALPERIN DAVID M TTEE

Tax-exempt · ANN ARBOR, MI 48105

Financials

$2K$2K2023$4K$3K2024
Revenue Expenses · by fiscal year end
Financials of JOHN J WINKLER MEMORIAL TR 06-01-90 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$3,585$2,960$625$22,330$0$22,330
May 31, 2024990-PF$2,052$2,306-$254$23,251$0$23,251
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$700
Dividends
$416
Net gain from sales of assets
$1,506
Other income
$963

Expenses

Grants and similar amounts paid
$2,000
Disbursements for charitable purposes
$2,000
Excise tax on investment income
$13

Balance sheet and other

Total assets, start of year
$23,251
Total assets, end of year
$22,330
Total liabilities, end of year
$0
Net assets, end of year
$22,330
Fair market value of assets
$28,770
Qualifying distributions
$2,000
Net investment income
$1,922

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID HALPERIN
1742 WESTRIDGE RD, ANN ARBOR, MI 48105
TRUSTEE0$0
JAMES UDEN
DEPT OF CLASSICAL STUDIES, YALE UNIV 344 COLLEGE ST, NEW HAVEN, CT 065208266
TRUSTEE0$0
LESLEY DEAN-JONES
DEPT OF CLASSICS, UNIVERSITY OF TEXAS, AUSTIN, TX 78701
TRUSTEE0$0
KIRK ORMAND
DEPT OF CLASSICS, OBERLIN COLLEGE, OBERLIN, OH 44074
TRUSTEE0$0
DANIEL L SELDEN
17 TERRA NOVA CIRCLE, WESTPORT, CT 06880
TRUSTEE0$0
FROMA I ZEITLIN
DEPT OF CLASSICS, PRINCETON UNIVERSITY, PRINCETON, NJ 08540
TRUSTEE0$0
990-PF for the year ended May 31, 2024: 6 people
NameTitleHours / weekCompensation
DAVID HALPERIN
1742 WESTRIDGE RD, ANN ARBOR, MI 48105
TRUSTEE0$0
JAMES UDEN
DEPT OF CLASSICAL STUDIES, BOSTON UNIV 745 COMMONWEALTH AVENUE, BOSTON, MA 02215
TRUSTEE0$0
LESLEY DEAN-JONES
DEPT OF CLASSICS, UNIVERSITY OF TEXAS, AUSTIN, TX 78701
TRUSTEE0$0
KIRK ORMAND
DEPT OF CLASSICS, OBERLIN COLLEGE, OBERLIN, OH 44074
TRUSTEE0$0
DANIEL L SELDEN
17 TERRA NOVA CIRCLE, WESTPORT, CT 06880
TRUSTEE0$0
FROMA I ZEITLIN
DEPT OF CLASSICS, PRINCETON UNIVERSITY, PRINCETON, NJ 08540
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1742 WESTRIDGE RD, ANN ARBOR, MI 48105-1067
Signed the 990-PF
DAVID HALPERIN, TRUSTEE
Phone
(734) 239-3858
Return prepared by
GONZALEZ AND ASSOCIATES PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
77-6062330
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation (exempt from paying excise taxes)
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1991
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$22,330
Income (IRS master file)
$4,961

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$3,585$2,960$22,330IRS
990-PFMay 2024$2,052$2,306$23,251XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2020–––IRS
990-PFMay 2019–––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 77-6062330).

Questions about JOHN J WINKLER MEMORIAL TR 06-01-90

What is the EIN of JOHN J WINKLER MEMORIAL TR 06-01-90?
The employer identification number (EIN) of JOHN J WINKLER MEMORIAL TR 06-01-90 is 77-6062330.
Is JOHN J WINKLER MEMORIAL TR 06-01-90 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to JOHN J WINKLER MEMORIAL TR 06-01-90 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does JOHN J WINKLER MEMORIAL TR 06-01-90 file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN J WINKLER MEMORIAL TR 06-01-90 due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN J WINKLER MEMORIAL TR 06-01-90 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of JOHN J WINKLER MEMORIAL TR 06-01-90?
The 990-PF for the year ended May 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does JOHN J WINKLER MEMORIAL TR 06-01-90 have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $3,585, expenses of $2,960 and total assets of $22,330 at year end.

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