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  4. Morton and Helen Yulman Charitable Trust
EIN 14-6015572

Morton and Helen Yulman Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Coral Gables
State
Florida
Year formed
1956
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Morton and Helen Yulman Charitable Trust is a private foundation that made 37 grants last year. Grantees include Greater Miami Jewish Federation. It is supported by Second Amended Restated Helen B and located in Coral Gables, FL.
Total revenues
$1,304,050
2023
Total expenses
$1,272,876
2023
Total assets
$12,441,656
2023
Num. employees
0
2023

Grants made by Morton and Helen Yulman Charitable Trust

GranteeGrant descriptionAmount
Greater Miami Jewish FederationGeneral Support$450,000
United Way MiamiGeneral Support$110,000
Miami Music ProjectGeneral Support$52,500
...and 14 more grants made

Personnel at Morton and Helen Yulman Charitable Trust

NameTitleCompensation
Alan TinsmonTrustee$0

Financials for Morton and Helen Yulman Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$415,380
Net rental income$0
Net gain from sale of non-inventory assets$835,756
Gross sales of inventory$0
Miscellaneous revenues$52,914
Total revenues$1,304,050

Form 990s for Morton and Helen Yulman Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-14990PFView PDF
2022-122023-11-10990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-15990PFView PDF
...and 8 more Form 990s
Data update history
January 2, 2024
Posted financials
Added Form 990PF for fiscal year 2022
July 15, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 21, 2023
Used new vendors
Identified 1 new vendor, including
October 7, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
Human services
Characteristics
JewishReligiousProvides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
4000 Ponce de Leon Blvd Suite 510
Coral Gables, FL 33146
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
County
Miami-Dade County, FL
Phone
(312) 764-6491
IRS details
EIN
14-6015572
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1956
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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