Florida · Private foundation
Morton and Helen Yulman Charitable Trust
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $893k
- Granted FY2024(still arriving)
- 27
- Grants FY2024
- 21
- Organizations funded FY2023
- 10%
- First-time grantees FY2023
Read this first · the figures below need context
69% of Morton and Helen Yulman Charitable Trust’s FY2024 grant dollars went to Greater Miami Jewish Federation Inc, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 16 organizations directly, so a portfolio cannot be read from it.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
- Median grant, FY2024
- $10,000
- Largest grant, FY2024
- $483,500
- Organizations funded a year
- 21 to 38
- FY2017 to FY2023
- States reached, FY2024
- 6
- Total assets, FY2024
- $14M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2023, 10% of the organizations Morton and Helen Yulman Charitable Trust funded were first-time grantees, receiving 2% of its grant dollars.
New vs renewed · share of each year
In FY2023, 98% of grant dollars renewed an existing relationship; $5k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2024still arriving | 23 | $281k | 17% |
| FY2023 | 21 | $280k | 10% |
| FY2022 | 36 | $449k | 11% |
| FY2021 | 38 | $483k | 18% |
| FY2020 | 33 | $312k | 24% |
| FY2019 | 32 | $343k | 6% |
| FY2018 | 35 | $297k | 11% |
| FY2017 | 38 | $294k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Jorge M Perez Art Museum of Miami-Dade County Inc | $548,500 | 8 | 1% |
| Miami Music Project Inc | $292,500 | 7 | 7% |
| Baptist Health South Florida Foundation Inc | $145,000 | 7 | 0% |
| Anti-Defamation League | $132,500 | 8 | 0% |
| God's Love We Deliver Inc | $97,500 | 8 | 0% |
| Birthright Israel Foundation | $80,000 | 8 | 0% |
| The Lake George Association Inc | $77,500 | 3 | 1% |
| Temple Judea | $52,000 | 8 | n/a |
| Temple Israel Westport Inc | $50,000 | 3 | n/a |
| Music Associates of Aspen Inc | $45,520 | 6 | 0% |
Show all 48 grantees
What it could do for these grantees
Plus 21 recipients with no EIN on record ($724k), not named here.
Where it is load-bearing
Each grantee by its size and the share of its budget Morton and Helen Yulman Charitable Trust supplied at peak.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Jewish Communal Fund · The Miami Foundation Inc · Greater Miami Jewish Federation Inc · Podhurst Dern Koffsky Weinberg Foundation · The Batchelor Foundation Inc · United Way Miami Inc · Fernwood Foundation · The Shack Sackler Foundation · The Shepard Broad Foundation Inc · The Ayco Charitable Foundation · Mightycause Charitable Foundation · John S and James L Knight Foundation
How this is measured
Compare Morton and Helen Yulman Charitable Trust with peer funders
Warm introductions · Powered by PlinthPlus
How do I get to Morton and Helen Yulman Charitable Trust?
Find your warmest path to Morton and Helen Yulman Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.
About Morton and Helen Yulman Charitable Trust
- How much does Morton and Helen Yulman Charitable Trust give?
- Morton and Helen Yulman Charitable Trust reported 27 grants totaling $892,975 in its FY2024 IRS filing. It funded between 21 and 38 organizations a year over FY2017 to FY2023.
- What does Morton and Helen Yulman Charitable Trust fund?
- By grant dollars over FY2017 to FY2024, its largest causes are Philanthropy (59%), Arts & Culture (15%), Religion (7%).
- Who are Morton and Helen Yulman Charitable Trust's largest grantees?
- By total granted over FY2017 to FY2024: Jorge M Perez Art Museum of Miami-Dade County Inc ($549k), Miami Music Project Inc ($293k), Baptist Health South Florida Foundation Inc ($145k).
- Does Morton and Helen Yulman Charitable Trust fund new organizations?
- In FY2023, 10% of the organizations it funded were first-time grantees.
- Does Morton and Helen Yulman Charitable Trust accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as Morton and Helen Yulman Charitable Trust?
- Its strongest co-funders, measured against what their size predicts, include Jewish Communal Fund, The Miami Foundation Inc, Greater Miami Jewish Federation Inc.
- Where is Morton and Helen Yulman Charitable Trust based?
- Morton and Helen Yulman Charitable Trust is based in FL.
Play a game based on Morton and Helen Yulman’s filings →