Morton and Helen Yulman Charitable Trust
The Morton and Helen Yulman Charitable Trust is a Form 990-PF private foundation based in Coral Gables, Florida. Its 2024 filing reports grants to charitable organizations including Jewish federations, arts organizations, educational institutions, and organizations working in health, food security, and wildlife rehabilitation.
Morton and Helen Yulman Charitable Trust at a glance
In short: Morton and Helen Yulman Charitable Trust gave $893K across 27 grants in 2024 (avg $33K), mostly in Florida. 15% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $892,975
- +3.7% vs 2023
- Grants made (2024)
- 27
- +3.8% vs 2023
- Average grant
- $33,073
- -0.1% vs 2023
- Median grant
- $10,000
- Total assets
- $13,503,090
- +8.5% vs 2023
- New grantees (estimate)
- 15% first-time grantees (4 of 27, 2024)
- Primary geography
- Florida (93% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Morton and Helen Yulman Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 4000 Ponce De Leon Blvd Suite 510, Coral Gables, FL 33146
Phone: (312) 764-6491
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Morton and Helen Yulman Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Greater Miami Jewish Federation ($484K). Together the top 10 received $798K.
Grant Size Distribution
177 grants across all recorded years
The most common grant size was under $50K: 158 grants of 177 (89%).
Geographic Focus
Where this funder awards grants
In 2024, 93% of grant dollars went to recipients in Florida, 4% to New York, 2% to North Carolina, 1% to Pennsylvania, and 1% to Massachusetts. The shares are as reported and sum to 101%.
Grant Distribution by State
Share of 2024 grant dollars across all 27 itemized grants.
States
Cities
Is Morton and Helen Yulman Charitable Trust open to new grantees?
15%
first-time grantees, 2024
In 2024, 4 of 27 grantees (15%) were first-time recipients. First grants averaged $9K; repeat grants $37K. How we count
Medians: $4K first-time, $10K repeat.
- 67% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−12%). Method
- In 2024 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $738K (2020) to $1.0M (2021). In 2024 it made 27 grants totaling $893K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greater Miami Jewish Federation Miami, FL | General support | $483,500 |
| United Way of Miami-Dade Miami, FL | General support | $110,000 |
| Perez Art Museum Miami, FL | General support | $50,000 |
| Temple Israel Pinecrest, FL | General Support | $34,000 |
| Baptist Health South Florida Foundation Coral Gables, FL | General support | $25,000 |
| UJA-Federation of New York New York, NY | General support | $25,000 |
| Temple Judea Palm Beach Gardens, FL | General support | $22,000 |
| Temple Beth Am Pinecrest, FL | General Support | $17,075 |
| Jewish Federation of Palm Beach County West Palm Beach, FL | General support | $16,000 |
| Wake Forest University Winston-Salem, NC | General support | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $13,503,090 | $2,405,018 | $1,272,474 | $892,975 | 27 | $908,206 | $1,965,975 | $879,086 |
| 2023 | $12,441,656 | $1,304,050 | $1,272,876 | $860,775 | 26 | $863,354 | $858,049 | $758,542 |
| 2022 | $12,424,239 | $473,107 | $1,286,912 | $927,025 | 42 | $937,483 | $97,449 | $841,278 |
| 2021 | $13,234,573 | $2,797,733 | $1,433,969 | $1,015,580 | 44 | $1,025,466 | $2,328,632 | $894,061 |
| 2020 | $11,063,654 | $1,311,904 | $1,326,877 | $737,695 | 38 | — | $640,846 | $781,270 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The available sources do not state a mission for the trust. Its 2024 grants show support for organizations with varied missions. The Greater Miami Jewish Federation says it mobilizes resources to care for people in need, strengthen Jewish life, and advance the unity and shared purpose of Jewish people. The Jewish Federation of Palm Beach County describes its work as strengthening Jewish identity, energizing relationships with Israel, and meeting human needs.
Other 2024 grantees describe work in higher education, fighting hunger and improving food security, funding abortions for economically disadvantaged individuals, rescuing and rehabilitating native wildlife, and producing theatrical works for South Florida audiences. These are the grantees’ stated missions, not stated priorities of the trust.
Grantmaking
In 2024, the trust reported 27 grants totaling $892,975. Grant amounts ranged from $2,000 to $483,500, with a median of $10,000. Its largest awards included $483,500 to the Greater Miami Jewish Federation, $110,000 to United Way of Miami-Dade, $50,000 to Perez Art Museum, and $34,000 to Temple Israel. Other notable awards included $25,000 each to Baptist Health South Florida Foundation and UJA-Federation of New York, and $15,000 to Wake Forest University.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists E Richard Yulman and Nedra Y Oren as officers and trustees, and Alan Tinsmon as CFO.
Morton and Helen Yulman Charitable Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
E Richard Yulman
Officer & Trustee
On filings since 2020
1 hr/week
No compensation reported
Nedra Y Oren
Officer & Trustee
On filings since 2020
1 hr/week
No compensation reported
Alan Tinsmon
CFO
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Morton and Helen Yulman Charitable Trust
How much does Morton and Helen Yulman Charitable Trust give each year?
Morton and Helen Yulman Charitable Trust gave $893K across 27 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $861K across 26 grants.
What is Morton and Helen Yulman Charitable Trust's typical grant size?
Morton and Helen Yulman Charitable Trust's median grant in 2024 was $10,000, and its average grant was $33,073, across 27 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Morton and Helen Yulman Charitable Trust that year got $9K on average.
Where does Morton and Helen Yulman Charitable Trust give grants?
Morton and Helen Yulman Charitable Trust gives mostly in Florida: 93% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Miami, FL (7 grants), West Palm Beach, FL (3 grants), Pinecrest, FL (2 grants) and New York, NY (2 grants).
Does Morton and Helen Yulman Charitable Trust give general operating support?
Yes: 100% of Morton and Helen Yulman Charitable Trust's 2024 grants with a stated purpose (27 of 27) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Morton and Helen Yulman Charitable Trust's largest grantees?
Morton and Helen Yulman Charitable Trust's largest 2024 grantees include Greater Miami Jewish Federation ($483,500), United Way of Miami-Dade ($110,000) and Perez Art Museum ($50,000), according to its 2024 IRS Form 990-PF. Together they received 72% of its itemized 2024 grant dollars.
How large is Morton and Helen Yulman Charitable Trust?
Morton and Helen Yulman Charitable Trust reported $13.5M in total assets on its 2024 IRS Form 990-PF. It paid out $908K in qualifying distributions that year, against a required minimum of $879K (roughly 5% of its investment assets).
What does Morton and Helen Yulman Charitable Trust fund?
The available sources do not state a mission for the trust. Its 2024 grants show support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Morton and Helen Yulman Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Morton and Helen Yulman Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Morton and Helen Yulman Charitable Trust funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/morton-and-helen-yulman-charitable-trust-morg_bfd3ea9051d147f2b6381828d8e8b7ae
BibTeX
@misc{grantable_146015572_2026,
author = {{Grantable}},
title = {{Morton and Helen Yulman Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/morton-and-helen-yulman-charitable-trust-morg_bfd3ea9051d147f2b6381828d8e8b7ae},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Morton and Helen Yulman Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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