· 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.
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.
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.
Where the money goes
Grants by size, and the largest recipients.
By grant size · FY2024
- Under $10k12 grants · $43k
- $10k–50k12 grants · $207k
- $50k–250k2 grants · $160k
- $250k+1 grant · $484k
| Recipient | Amount |
|---|---|
| Greater Miami Jewish Federation | $483,500 |
| United Way of Miami-Dade | $110,000 |
| Perez Art Museum | $50,000 |
| Temple Israel | $34,000 |
| Baptist Health South Florida Foundation | $25,000 |
| UJA-Federation of New York | $25,000 |
| Temple Judea | $22,000 |
| Temple Beth Am | $17,075 |
| Jewish Federation of Palm Beach County | $16,000 |
| Wake Forest University | $15,000 |
| Palm Beach County Food Bank | $12,500 |
| Birthright Israel Foundation | $10,000 |
| Emergency Medical Assistance Inc | $10,000 |
| Anti-Defamation League | $10,000 |
| God's Love We Deliver | $10,000 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 94% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.
How this is measured
Which US states its grants reach
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
50 repeat relationships: 19 still active in FY2024, 31 since wound down; 4 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 88% of grant dollars renewed an existing relationship; $35k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
Backed again, and grew
- JMJORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC8× · 2017–2024 · $549k · revenue +33%
- MMMIAMI MUSIC PROJECT INC7× · 2017–2023 · $293k · revenue +139%
- BHBaptist Health South Florida Foundation Inc7× · 2017–2024 · $145k · revenue +149%
Funded once
- BGBOYS & GIRLS CLUB OF PBCgraduatedone grant, 2020 · $13k · revenue +67%
- UOUNIVERSITY OF MIAMI MEDICAL SCHOOLone grant, 2017 · $10k
- BEBeetham Eye Instituteone grant, 2022 · $8k
How this is measured
Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.
Closest unfunded matches
The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.
See Form 990, Part I, Line 1, Description of Organization Mission.
Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.
The mission of the jewish museum is to collect, preserve, exhibit and interpret art and jewish culture. see schedule o for more information.
Committed to exceptional healthcare quality for all and actively engaged with our community, einstein drives scientific discovery and educates compassionate leaders in health and science.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.
To educate students to be ethical and socially responsible leaders in a global community.
The organization's mission is to educate students for creative occupations in diverse fields of arts and media.
Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…
The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
How this is measured
52 grantees tracked through their own filings, 2017–2025.
Each grant beside the grantee’s revenue from every source, year by year.
How this is measured
Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 52 of the 76 grantees resolved in that span have returns of their own we could reconcile.
Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
Grantee by grantee: a decade per organization, before and after funding
A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.
- Who funds GREATER MIAMI JEWISH FEDERATION INC ↗
- Who funds UNITED WAY MIAMI INC ↗
- Who funds JORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC ↗
- Who funds MIAMI MUSIC PROJECT INC ↗
- Who funds Baptist Health South Florida Foundation Inc ↗
- Who funds ANTI-DEFAMATION LEAGUE ↗
- Who funds GOD'S LOVE WE DELIVER INC ↗
- Who funds BIRTHRIGHT ISRAEL FOUNDATION ↗
- Who funds The Lake George Association Inc ↗
- Who funds JEWISH FEDERATION OF PALM BEACH COUNTY INC ↗
- Who funds MAYO CLINIC ↗
- Who funds MUSIC ASSOCIATES OF ASPEN INC ↗
- Who funds Palm Beach County Food Bank Inc ↗
- Who funds Aspen Jewish Center ↗
- Who funds INSTITUTE OF CONTEMPORARY ART MIAMI INC ↗
- Who funds WAKE FOREST UNIVERSITY ↗
- Who funds NEW WORLD SYMPHONY INC ↗
- Who funds WASHINGTON UNIVERSITY ↗
- Who funds UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC ↗
- Who funds CHILDREN'S HOSPITAL MEDICAL CENTER ↗
- Who funds ASPEN COMMUNITY FOUNDATION ↗
- Who funds ANDERSON RANCH ARTS CENTER ↗
- Who funds Williams College ↗
- Who funds AMERICAN JEWISH COMMITTEE ↗
- Who funds RUSSELL SAGE COLLEGE ↗
- Who funds THE ASPEN INSTITUTE INC ↗
- Who funds GABLESTAGE INC ↗
- Who funds THE MIAMI FOUNDATION INC ↗
- Who funds PELICAN HARBOR SEABIRD STATION INC ↗
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
How much its grantees rely on government
Each dot is one organization Morton and Helen Yulman Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Morton and Helen Yulman Charitable Trust. Bigger dots raise more.
- Joslin Diabetes Center Inc: 35% of income from government
- Aspetuck Land Trust: 28% of income from government
- United Way Miami Inc: 23% of income from government
- Brandeis University: 9% of income from government
- Dana-Farber Cancer Institute Inc: 7% of income from government
- Westport Country Playhouse Inc: 2% of income from government
- Miami Music Project Inc: 2% of income from government
- Palm Beach County Food Bank Inc: 0% of income from government
- New World Symphony Inc: 0% of income from government
- Williams College: 0% of income from government
How this is measured
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