Private Foundation

Morton and Helen Yulman Charitable Trust

Morton and Helen Yulman Charitable Trust is a Private Foundation headquartered in Coral Gables, FL. Financial data from the 2024 filing: $2.4M revenue, $1.3M expenses, $13.5M total assets. IRS filings disclose 254 grants awarded by this foundation, totaling roughly $5.7M.

EIN: 146015572 Coral Gables, FL Latest filing: 2024
Total Revenue$2.4M
Total Expenses$1.3M
Total Assets$13.5M
Grants Given254
Grant Total$5.7M
Filing Years2019–2024

Before you apply to Morton and Helen Yulman Charitable Trust

Preselected only Doesn't accept unsolicited requests for funds, per its 2024 Form 990-PF.

Sometimes funds new orgs 20% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

Greater Miami Jewish Federation
Miami, FL · 2024
General support
$483,500
United Way of Miami-Dade
Miami, FL · 2024
General support
$110,000
Perez Art Museum
Miami, FL · 2024
General support
$50,000
Temple Israel
Pinecrest, FL · 2024
General Support
$34,000
UJA-Federation of New York
New York, NY · 2024
General support
$25,000

Showing up to 5 of 254 total records — full history available with membership.

Officers & Directors

CFO Alan Tinsmon
Officer/Trustee E Richard Yulman
Officer/Trustee Nedra Y Oren

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$5,695,345 253 grants
Unspecified
$5,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $2.4M $1.3M $13.5M
2023 $1.3M $1.3M $12.4M
2022 $473K $1.3M $12.4M
2020 $1.3M $1.3M $11.1M
2019 $2.7M $1.3M $10.0M

Between 2019 and 2024, reported annual revenue declined from $2.7M to $2.4M (-10%), with total assets most recently reported at $13.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CO, CT, DC, FL, LA, MA, and 4 other states.

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Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Morton and Helen Yulman Charitable Trust

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