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Filing year 2024

Morton and Helen Yulman Charitable Trust

Coral Gables, Florida·EIN 14-6015572·NTEE T20 · Philanthropy, Voluntarism & Grantmaking Foundations·501(c)(3)

* Sector derived from filing type (Form 990-PF), not IRS-assigned

Total revenue
$2.4M
Total assets
$13.5M
Total expenses
$1.3M
Reported officers
3

Reported officers (all unpaid)

No paid executives reported in 2024. Morton and Helen Yulman Charitable Trust reported 3 unpaid officers and board members on its 990-PF.

Officer/trustee
Officer/trustee
CFO

Grants paid

Itemized grants reported on this foundation's 2024 Form 990-PF, Part XV.

Total granted

$893k

Itemized grants

27

Median grant

$10k

RecipientLocationPurposeAmount
Greater Miami Jewish FederationMiami, FLGeneral support$484k
United Way of Miami-DadeMiami, FLGeneral support$110k
Perez Art MuseumMiami, FLGeneral support$50k
Temple IsraelPinecrest, FLGeneral Support$34k
Baptist Health South Florida FoundationCoral Gables, FLGeneral support$25k
UJA-Federation of New YorkNew York, NYGeneral support$25k
Temple JudeaPalm Beach Gardens, FLGeneral support$22k
Temple Beth AmPinecrest, FLGeneral Support$17k
Jewish Federation of Palm Beach CountyWest Palm Beach, FLGeneral support$16k
Wake Forest UniversityWinstonSalem, NCGeneral support$15k
Palm Beach County Food BankLake Worth, FLGeneral Support$13k
Anti-Defamation LeagueBOCA RATON, FLGeneral support$10k
Birthright Israel FoundationWest Palm Beach, FLGeneral support$10k
Emergency Medical Assistance IncWest Palm Beach, FLGeneral support$10k
God's Love We DeliverNew York, NYGeneral support$10k
Adrienne Arsht CenterMiami, FLGeneral support$6k
Bryn Mawr CollegeBryn Mawr, PAGeneral support$5k
Early Childhood Initiative and FoundationMiami, FLGeneral support$5k
GableStageCoral Gables, FLGeneral support$5k
Pelican Harbor Seabird StationMiami, FLGeneral support$5k
Museum of Contemporary Art North MiamiNorth Miami, FLGeneral support$3k
Harvard Medical SchoolBoston, MAGeneral support$3k
Miami Jewish Film FestivalMiami, FLGeneral support$3k
New World SymphonyMiami Beach, FLGeneral Support$3k
Russell Sage CollegeAlbany, NYGeneral support$3k
Compare this foundation's grantees
Financial trend

Revenue and expenses over time

Morton and Helen Yulman Charitable Trust reported revenue and expenses across 2 filing years.

RevenueExpenses
$1.3M
$1.3M
2023
$2.4M
$1.3M
2024
Total revenue and total expenses from IRS Form 990 filings.

This is a private foundation. Peers are foundations of similar asset size ($10M - $25M), because foundation pay scales with assets under management, not revenue.

Sector benchmark

What Philanthropy, Voluntarism & Grantmaking executives earn in Florida

Morton and Helen Yulman Charitable Trust reported no executive compensation in its latest filing. For context, the highest-paid executive at a comparable philanthropy, voluntarism & grantmaking organization in Florida earns a median of $18,656.

25th percentile
$8k
Median
$18,656
75th percentile
$60k
90th percentile
$150k

These are philanthropy, voluntarism & grantmaking sector-wide figures, not this organization's reported pay. Based on 1,989 organizations across 1,989 filings (2021 – 2024).

See full Philanthropy, Voluntarism & Grantmaking pay data for Florida
FAQ

Common questions about Morton and Helen Yulman Charitable Trust

What are Morton and Helen Yulman Charitable Trust's revenue and expenses?

In 2024, Morton and Helen Yulman Charitable Trust reported $2.4M in total revenue and $1.3M in total expenses on its IRS Form 990.

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This is a private foundation. Peers are foundations of similar asset size ($10M - $25M), because foundation pay scales with assets under management, not revenue.