Funder DirectoryMorton and Helen Yulman Charitable Trust
Back to directory

Private foundation (trust)EIN 146015572Est. 1956-07

Morton and Helen Yulman Charitable Trust

Coral Gables, FL 33146

Total Assets

$16.4M

FY 2024

Annual Giving

$893K

FY 2024

Grants Made

27

FY 2024

Avg Grant

$33K

FY 2024

Grant Range

$2K–$484K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$2.4M

Total Expenses

$1.3M

Qualifying Distributions

$908K

Distributable Amount

$879K

Min. Investment Return

$906K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

27 grants

Grant sizes from minimum $2K through median $10K to maximum $484K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $927K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

133 grants

Greater Miami Jewish Federation
$1.5M
4 grants
United Way of Miami-Dade
$480K
4 grants
Perez Art Museum
$301K
4 grants
Miami Music Project
$130K
3 grants
Temple Beth Am
$92K
4 grants
Temple Israel
$77K
4 grants
Union College
$75K
3 grants
Anti-Defamation League
$68K
4 grants

Grant Size Distribution

133 grants

<$10K
93
grants
$10–50K
28
grants
$50–250K
8
grants
$250K–1M
4
grants
$1–5M
$5M+

Geographic Focus

13 states

Florida
$3.0M
89% of total
New York
$217K
6% of total
Colorado
$39K
1% of total
Massachusetts
$27K
1% of total
North Carolina
$25K
1% of total
Minnesota
$20K
1% of total
Pennsylvania
$13K
0% of total
Ohio
$12K
0% of total
Connecticut
$8K
0% of total
Virginia
$5K
0% of total

+3 more states

Ready to work on a proposal for Morton and Helen Yulman Charitable Trust?

Open a draft with this funder pre-selected. Add guidelines when you have them.

Draft an application for Morton and Helen Yulman Charitable Trust
Funder alerts

Track Morton and Helen Yulman Charitable Trust

Get an email when Grantivo has new data for Morton and Helen Yulman Charitable Trust, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.

Morton and Helen Yulman Charitable Trust — Grants, Financials & Contact | Grantivo