Morton & Helen Yulman Charitable Trust 14417154

Coral Gables, FL
Tax-exempt since July 1956
EIN: 14-6015572

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$2.41M (2024)

Expenses

$1.27M (2024)

Total Assets

$13.5M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$2,405,018

Expenses

$1,272,474

Net Income

$1,132,544

Net Assets

$13,503,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$137,984	5.7%
Dividends	$356,741	14.8%
Sales of Assets	$1,834,017	76.3%
Other Income	$76,276	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$908,206	71.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,503,090
Total Liabilities	$0
Net Assets	$13,503,090

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trustee)	$0	$0
Nedra Y Oren (Officer/Trustee)	$0	$0
Alan Tinsmon (Cfo)	$0	$0

990-PF

Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,304,050

Expenses

$1,272,876

Net Income

$31,174

Net Assets

$12,441,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$171,229	13.1%
Dividends	$244,151	18.7%
Sales of Assets	$835,756	64.1%
Other Income	$52,914	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$863,354	67.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,441,656
Total Liabilities	$0
Net Assets	$12,441,656

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trustee)	$0	$0
Nedra Y Oren (Officer/Trustee)	$0	$0
Alan Tinsmon (Cfo)	$0	$0

990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Revenue

$473,107

Expenses

$1,286,912

Net Income

-$813,805

Net Assets

$12,424,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57,804	12.2%
Dividends	$197,592	41.8%
Sales of Assets	$267,572	56.6%
Other Income	-$49,861

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$937,483	72.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,424,239
Total Liabilities	$0
Net Assets	$12,424,239

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trustee)	$0	$0
Nedra Y Oren (Officer/Trustee)	$0	$0
Alan Tinsmon (Cfo)	$0	$0

990-PF

Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$2,797,733

Expenses

$1,433,969

Net Income

$1,363,764

Net Assets

$13,234,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,245	0.4%
Dividends	$206,405	7.4%
Sales of Assets	$2,822,487	> 100%
Other Income	-$243,404

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,025,466	71.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,234,573
Total Liabilities	$0
Net Assets	$13,234,573

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trustee)	$0	$0
Nedra Y Oren (Officer/Trustee)	$0	$0
Alan Tinsmon (Cfo)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$1,311,904

Expenses

$1,326,877

Net Income

-$14,973

Net Assets

$11,063,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$44,901	3.4%
Interest Revenue	$17,701	1.3%
Dividends	$184,498	14.1%
Sales of Assets	$420,447	32.0%
Other Income	$644,357	49.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$746,829	56.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,063,654
Total Liabilities	$1
Net Assets	$11,063,653

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trustee)	$0	$0
Nedra Y Oren (Officer/Trustee)	$0	$0
Alan Tinsmon (Cfo)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$2,686,765

Expenses

$1,322,174

Net Income

$1,364,591

Net Assets

$9,962,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,136,728	42.3%
Interest Revenue	$52,716	2.0%
Dividends	$276,877	10.3%
Sales of Assets	$658,387	24.5%
Other Income	$562,057	20.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$786,946	59.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,962,541
Total Liabilities	$1
Net Assets	$9,962,540

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trus)	$0	$0
Nedra Y Oren (Officer/Trus)	$0	$0
Alan Tinsmon (Cfo)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$1,527,840

Expenses

$1,206,049

Net Income

$321,791

Net Assets

$8,647,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$72,214	4.7%
Dividends	$270,448	17.7%
Sales of Assets	$1,127,235	73.8%
Other Income	$57,943	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$762,349	63.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,647,082
Total Liabilities	$0
Net Assets	$8,647,082

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trus)	$0	$0
Nedra Y Oren (Officer/Trus)	$0	$0
Alan Tinsmon (Cfo)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$903,173

Expenses

$1,088,900

Net Income

-$185,727

Net Assets

$9,122,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,229	2.9%
Dividends	$206,297	22.8%
Sales of Assets	$452,313	50.1%
Other Income	$218,334	24.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$751,560	69.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,122,989
Total Liabilities	$0
Net Assets	$9,122,989

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trus)	$0	$0
Nedra Y Oren (Officer/Trus)	$0	$0
Alan Tinsmon (Cfo)	$0	$0

990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$420,541

Expenses

$804,589

Net Income

-$384,048

Net Assets

$9,486,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$151,899	36.1%
Sales of Assets	$234,536	55.8%
Other Income	$34,106	8.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$655,498	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,486,849
Total Liabilities	$0
Net Assets	$9,486,849

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trustee)	$0	$0
Nedra Y Oren (Officer/Trustee)	$0	$0
Helen B Yulman (Officer/Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$593,942

Expenses

$996,598

Net Income

-$402,656

Net Assets

$9,822,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$141,345	23.8%
Sales of Assets	$444,939	74.9%
Other Income	$7,658	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$828,522	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,822,562
Total Liabilities	$0
Net Assets	$9,822,562

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trustee)	$0	$0
Nedra Y Oren (Officer/Trustee)	$0	$0
Helen B Yulman (Officer/Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$682,335

Expenses

$1,018,918

Net Income

-$336,583

Net Assets

$10,383,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$172,607	25.3%
Sales of Assets	$488,574	71.6%
Other Income	$21,154	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$857,831	84.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,383,570
Total Liabilities	$0
Net Assets	$10,383,570

Compensation

Key Employees and Officers	Compensation	Other
E Richard Yulman (Officer/Trustee)	$0	$0
Nedra Y Oren (Officer/Trustee)	$0	$0
Helen B Yulman (Officer/Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,039,952

Expenses

$726,382

Net Income

$313,570

Net Assets

$10,919,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,444	14.3%
Sales of Assets	$891,508	85.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$436,900	60.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,124,972
Total Liabilities	$205,600
Net Assets	$10,919,372

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$474,379

Expenses

$841,355

Net Income

-$366,976

Net Assets

$11,085,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$342,814	72.3%
Sales of Assets	$131,565	27.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$570,111	67.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,110,496
Total Liabilities	$25,000
Net Assets	$11,085,496

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$581,716

Expenses

$728,936

Net Income

-$147,220

Net Assets

$11,449,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$398,839	68.6%
Sales of Assets	$182,877	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$693,078	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,540,118
Total Liabilities	$90,500
Net Assets	$11,449,618

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated March 23, 2026

Morton & Helen Yulman Charitable Trust 14417154

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.41M (2024)

Expenses $1.27M (2024)

Total Assets $13.5M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Revenue

$2.41M (2024)

Expenses

$1.27M (2024)

Total Assets

$13.5M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001