Morton & Helen Yulman Charitable Trust 14417154
- Assets
- $13.2m
- Revenue
- $2.8m
- Investments
- $13.0m
- Employees
- 0
- Location
- Coral Gables, FL
- Founding
- 07/1956
- Data as of
- 12/2021
- 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 12/2021, Morton & Helen Yulman Charitable Trust 14417154 generated $2.8m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 24.8% each year . All expenses for the organization totaled $1.4m during the year ending 12/2021. While expenses have increased by 5.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Morton & Helen Yulman Charitable Trust 14417154 has awarded 335 individual grants totaling $6,363,295. 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
2021
Describe the Organization's Program Activity:
N/A
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
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 | $12,245 |
| Dividends & Interest | $206,405 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,822,487 |
| Capital Gain Net Income | $2,822,487 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$243,404 |
| Total Revenue | $2,797,733 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $24,521 |
| Taxes | $54,846 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $329,886 |
| Total operating and administrative expenses | $418,389 |
| Contributions, gifts, grants paid | $1,015,580 |
| Total expenses and disbursements | $1,433,969 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,576 |
| Savings and temporary cash investments | $182,925 |
| 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 | $9,672,082 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $13,234,573 |
| 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 $1,015,580 in support to 44 organizations.
| Grant Recipient | Amount |
|---|---|
Miami, FL PURPOSE: GENERAL SUPPORT | $352,000 |
UNITED WAY OF MIAMI-DADE PURPOSE: GENERAL SUPPORT | $155,000 |
MIAMI MUSIC PROJECT PURPOSE: GENERAL SUPPORT | $152,500 |
Lake George, NY PURPOSE: GENERAL SUPPORT | $50,000 |
PEREZ ART MUSEUM PURPOSE: GENERAL SUPPORT | $50,000 |
UNION COLLEGE PURPOSE: GENERAL SUPPORT | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Pentecost Foundation Bradenton, FL | $91,770,712 | $23,508,587 |
The Henry W Grady Health System Foundation Inc Atlanta, GA | $41,862,389 | $12,481,516 |
Micky And Madeleine Arison Family Foundation Coral Gables, FL | $232,510,515 | $23,555,348 |
Thomas W Smith Foundation Boca Raton, FL | $35,370,958 | $23,899,669 |
University Of Central Florida Research Foundation Inc Orlando, FL | $26,737,307 | $16,545,937 |
Wonderful Life Foundation West Palm Beach, FL | $22,652,179 | $19,424,572 |
Thompson-Hartford Foundation Inc Tampa, FL | $0 | $6,094,384 |
Harrell Family Charities Inc Lakeland, FL | $0 | $11,320,223 |
Audrey And Martin Gruss Foundation West Palm Beach, FL | $0 | $7,573,459 |
Phil J And Alice S Sheridan Foundation Inc Macon, GA | $17,357,251 | $6,663,970 |
St2 Foundation Inc Sunny Isles Beach, FL | $11,092,190 | $2,139,284 |
Davis Love Iii Foundation St Simons Island, GA | $5,238,841 | $10,992,325 |