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

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

Baptist Health South Florida Foundation

Coral Gables, FL · 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

$3,295,395 119 grants

PROGRAM SUPPORT

$2,255,101 110 grants

General Support

$123,075 14 grants

JIMMY FUND

$12,000 2 grants

GENERAL PURPOSE

$8,200 5 grants

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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