Morton and Helen Yulman Charitable Trust
EIN 146015572 Private FoundationTotal Given 2016–2024
$5.6M
259 grants · $619K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$12K
grant size
59%
supporter · 58/99 multi-year
repeat
$16.4M
Assets (2024)
99
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Contact Person
UNION COLLEGE
Phone
(312) 764-6491
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $651K | $12.7M | $421K | 42 |
| 2017 | $749K | $14.5M | $903K | 44 |
| 2018 | $750K | $12.6M | $1.5M | 40 |
| 2019 | N/A | $15.7M | $2.7M | N/A |
| 2020 | $738K | $17.6M | $1.3M | 38 |
| 2022 | $927K | $14.6M | $473K | 42 |
| 2023 | $861K | $16.0M | $1.3M | 26 |
| 2024 | $893K | $16.4M | $2.4M | 27 |
Grant Size Distribution
Based on 259 grants on record
Minimum
$33
25th Pctl
$2K
Median
$5K
Average
$22K
75th Pctl
$12K
Maximum
$484K
Geographic Distribution
Officers & Directors
Grants Awarded (259 total)
| Purpose | ||||
|---|---|---|---|---|
| Greater Miami Jewish Federation | Miami, FL | $483,500 | General support | 2024 |
| Greater Miami Jewish Federation | Miami, FL | $450,000 | General support | 2023 |
| Greater Miami Jewish Federation | Miami, FL | $301,615 | General support | 2020 |
| Greater Miami Jewish Federation | Miami, FL | $298,600 | General support | 2022 |
| Greater Miami Jewish Federation | Miami, FL | $296,000 | PROGRAM SUPPORT | 2017 |
| Greater Miami Jewish Federation | Miami, FL | $274,000 | PROGRAM SUPPORT | 2018 |
| United Way of Miami-Dade | Miami, FL | $155,000 | General support | 2022 |
| United Way of Miami DADE County | Miami, FL | $155,000 | PROGRAM SUPPORT | 2018 |
| Greater Miami Jewish Federation | Miami, FL | $152,500 | PROGRAM SUPPORT | 2016 |
| Perez Art Museum | Miami, FL | $150,000 | General support | 2022 |
| United Way of Miami | Miami, FL | $126,500 | PROGRAM SUPPORT | 2016 |
| United Way of Miami DADE County | Miami, FL | $126,500 | PROGRAM SUPPORT | 2017 |
| United Way of Miami-Dade | Miami, FL | $110,000 | General support | 2023 |
| United Way of Miami-Dade | Miami, FL | $110,000 | General support | 2024 |
| United Way of Miami-Dade | Miami, FL | $105,000 | General support | 2020 |
| Perez Art Museum Miami | Miami, FL | $68,500 | PROGRAM SUPPORT | 2017 |
| Perez Art Museum Miami | Miami, FL | $62,000 | PROGRAM SUPPORT | 2018 |
| Perez Art Museum | miami, FL | $55,500 | PROGRAM SUPPORT | 2016 |
| Miami Music Project | Miami, FL | $52,500 | General support | 2022 |
| Miami Music Project | Miami, FL | $52,500 | General support | 2023 |
| Perez Art Museum | Miami, FL | $50,500 | General support | 2020 |
| Perez Art Museum | Miami, FL | $50,000 | General support | 2023 |
| Perez Art Museum | Miami, FL | $50,000 | General support | 2024 |
| Cleveland Orchestra Miami | Miami, FL | $50,000 | PROGRAM SUPPORT | 2016 |
| Temple Beth Am | Pinecrest, FL | $40,550 | General support | 2020 |
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