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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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