Morton & Helen Yulman Charitable Trust 14417154
- Assets
- $12.4m
- Revenue
- $473.1k
- Investments
- $11.5m
- Employees
- 0
- Location
- Coral Gables, FL
- Founding
- 07/1956
- Data as of
- 12/2022
- EIN
- 14-6015572
Organization Overview
Morton & Helen Yulman Charitable Trust 14417154 is located in Coral Gables, FL. The organization was established in 1956. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Morton & Helen Yulman Charitable Trust 14417154 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Morton & Helen Yulman Charitable Trust 14417154 generated $473.1k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (2.8%) each year. All expenses for the organization totaled $1.3m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Morton & Helen Yulman Charitable Trust 14417154 has awarded 377 individual grants totaling $7,290,320. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
E Richard Yulman Officer/trustee | 1 | $0 | |
Nedra Y Oren Officer/trustee | 1 | $0 | |
Alan Tinsmon CFO | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $57,804 |
| Dividends & Interest | $197,592 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $267,572 |
| Capital Gain Net Income | $267,572 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$49,861 |
| Total Revenue | $473,107 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $21,040 |
| Taxes | $31,346 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $297,793 |
| Total operating and administrative expenses | $359,887 |
| Contributions, gifts, grants paid | $927,025 |
| Total expenses and disbursements | $1,286,912 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $729,051 |
| Savings and temporary cash investments | $189,768 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $7,940,316 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $12,424,239 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Morton & Helen Yulman Charitable Trust 14417154 has awarded $927,025 in support to 42 organizations.
| Grant Recipient | Amount |
|---|---|
ADRIENNE ARSHT CENTER PURPOSE: GENERAL SUPPORT | $5,000 |
ALBANY MEDICAL CENTER FOUNDATION PURPOSE: GENERAL SUPPORT | $10,000 |
AMERICAN JEWISH COMMITTEE PURPOSE: GENERAL SUPPORT | $2,500 |
ANDERSON RANCH ARTS CENTER PURPOSE: GENERAL SUPPORT | $3,000 |
ANTI-DEFAMATION LEAGUE PURPOSE: GENERAL SUPPORT | $15,000 |
ASPEN COMMUNITY FOUNDATION PURPOSE: GENERAL SUPPORT | $3,000 |