Morton and Helen Yulman Charitable Trust
The Morton and Helen Yulman Charitable Trust is a private foundation based in Coral Gables, Florida. Established in 1955, the trust operates as a 501(c)(3) tax-exempt organization and has been tax-exempt since July 1956.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.5M
+8.5% YoY
Annual Giving
$893K
+3.7% YoY
Grant Count
27
+3.8% YoY
Avg Grant Size
$33K
-0.1% YoY
Under IRS private-foundation payout rules, Morton and Helen Yulman Charitable Trust reported a distributable amount of $879K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust gives primarily to Jewish organizations. Its grant-making focuses on education, philanthropy, voluntarism and grantmaking, and human services.
Grantmaking
The trust does not appear to have active grant opportunities currently listed.
Average Grant
amount varies by year
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in Florida, New York, and Massachusetts.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $13,503,090
- Total Revenue: $2,405,018
- Total Expenses: $1,272,474
- Total Liabilities: $0
- Total Giving: $892,975
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,503,090 | $12,441,656 | $12,424,239 |
| Revenue | $2,405,018 | $1,304,050 | $473,107 |
| Expenses | $1,272,474 | $1,272,876 | $1,286,912 |
| Qualifying Distributions | $908,206 | $863,354 | $937,483 |
| Net Investment Income | $1,965,975 | $858,049 | $97,449 |
| Distributable Amount | $879,086 | $758,542 | $841,278 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
177 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Greater Miami Jewish Federation ($483,500), United Way of Miami-Dade ($110,000), Perez Art Museum ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Adrienne Arsht Center Miami, FL | General support | $6,000 |
| American Israel Education Foundation Washington, DC | General support | $2,000 |
| Anti-Defamation League BOCA RATON, FL | General support | $10,000 |
| Baptist Health South Florida Foundation Coral Gables, FL | General support | $25,000 |
| Birthright Israel Foundation West Palm Beach, FL | General support | $10,000 |
| Brandeis University Waltham, MA | General support | $2,000 |
| Bryn Mawr College Bryn Mawr, PA | General support | $5,000 |
| Early Childhood Initiative and Foundation Miami, FL | General support | $5,000 |
| Emergency Medical Assistance Inc West Palm Beach, FL | General support | $10,000 |
| GableStage Coral Gables, FL | General support | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- E Richard Yulman — Officer/Trustee
- Nedra Y Oren — Officer/Trustee
- Alan Tinsmon — Chief Financial Officer
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| E Richard Yulman | Officer/Trustee | 1 | — |
| Nedra Y Oren | Officer/Trustee | 1 | — |
| Alan Tinsmon | CFO | 1 | — |
Contact Information
Address: 4000 Ponce De Leon Boulevard, Suite 510 Coral Gables, FL 33146-1431
Telephone: 312-764-6491
EIN: 14-6015572
Frequently Asked Questions
What does Morton and Helen Yulman Charitable Trust fund?
The trust gives primarily to Jewish organizations. Its grant-making focuses on education, philanthropy, voluntarism and grantmaking, and human services.
How do I apply for a grant from Morton and Helen Yulman Charitable Trust?
**Grant Amounts:** • Typical awards range from $500 to $483,500 • Median grant amount: $10,000 • Average grant amount varies by year **Recent Activity:** • In 2024, the trust distributed $892,975 in grants across 27 grants • In 2023, the trust made 26 grants • In 2022, the trust made 42 grants The trust does not appear to have active grant opportunities currently listed.
Where does Morton and Helen Yulman Charitable Trust make grants?
The trust primarily funds organizations in Florida, New York, and Massachusetts.
What size grants does Morton and Helen Yulman Charitable Trust award?
In 2024, Morton and Helen Yulman Charitable Trust awarded 27 grants totaling $893K — an average of about $33K per grant, based on its IRS Form 990 filings.
How much is Morton and Helen Yulman Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Morton and Helen Yulman Charitable Trust reported a distributable amount of $879K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Morton and Helen Yulman Charitable Trust's EIN?
Morton and Helen Yulman Charitable Trust's EIN (Employer Identification Number) is 14-6015572. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Morton and Helen Yulman Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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