Morton and Helen Yulman Charitable Trust

Lincolnshire, IL 60069 EIN 146015572

https://N/A
$16.4M Total Assets (2024)
$894K Avg Yearly Giving (2022–2024)
$2.7M Giving on File
(3 yrs)
95 Grants on File
$33K Avg Grant Size

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 3127646491

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 N/A $12.6M $1.5M N/A
2019 N/A $15.7M $2.7M N/A
2020 N/A $17.6M $1.3M N/A
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 95 grants on record

Minimum
$500
25th Pctl
$3K
Median
$5K
Average
$28K
75th Pctl
$17K
Maximum
$484K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
E Richard Yulman Officer/Trustee
Alan Tinsmon CFO
Nedra Y Oren Officer/Trustee

Grants Awarded (95 total)

RecipientLocationAmountPurposeYear
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 $298,600 General support 2022
United Way of Miami-Dade Miami, FL $155,000 General support 2022
Perez Art Museum Miami, FL $150,000 General support 2022
United Way of Miami-Dade Miami, FL $110,000 General support 2023
United Way of Miami-Dade Miami, FL $110,000 General support 2024
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 $50,000 General support 2024
Perez Art Museum Miami, FL $50,000 General support 2023
Temple Israel Pinecrest, FL $34,000 General Support 2024
Anti-Defamation League BOCA RATON, FL $30,000 General support 2023
Baptist Health South Florida Foundation Inc Coral Gables, FL $25,000 General support 2022
God's Love We Deliver New York, NY $25,000 General support 2023
UJA-Federation of New York New York, NY $25,000 General support 2024
Baptist Health South Florida Foundation Coral Gables, FL $25,000 General support 2024
Lake George Association Lake George, NY $25,000 General support 2022
Union College Schenectady, NY $25,000 General support 2022
Union College Schenectady, NY $25,000 General support 2023
Temple Judea Palm Beach Gardens, FL $22,000 General support 2024
Temple Beth Am Pinecrest, FL $18,195 General support 2022
Temple Israel Pinecrest, FL $17,500 General support 2022
Temple Beth Am Pinecrest, FL $17,075 General Support 2024
Jewish Federation of Palm Beach County West Palm Beach, FL $16,000 General support 2024