2025-11-14T16:52:34-06:00 2024-12-31 Mowery & Schoenfeld LLC 475 Half Day Road Suite 500 Lincolnshire IL 60069 990PF 2024-01-01 146015572 Morton and Helen Yulman Charitable Trust % ALAN TINSMON MORT 3127646491 4000 Ponce De Leon Blvd Suite 510 Coral Gables FL 33146 E Richard Yulman Trustee 3127646491 2025-11-17 true true Brian T Figenholtz P01087468 8472478959 2024 2025-03-06 01:10:19Z X 16437636 X 0 X 137984 137984 356741 356741 1834017 2523908 1834017 76276 1470 2405018 2330212 0 14475 14475 34588 34588 19433 19433 311003 310216 756 379499 364237 15231 892975 892975 1272474 364237 908206 1132544 1965975 0 238428 268959 268959 324565 1175779 1175779 8441 3050896 8441 8441 3574867 7480171 10414717 60000 0 0 5192900 4569740 4569740 12441656 13503090 16437636 0 0 X 12441656 13503090 12441656 13503090 12441656 13503090 12441656 1132544 12 13574212 71122 13503090 JP MORGAN - EAGLE CAPITAL *1002 251996 169636 82360 82360 JP MORGAN - EAGLE CAPITAL *1002 LT 1119752 423664 696088 696088 JP MORGAN - EAGLE CAPITAL *1002 NON COVERED 121839 8642 113197 113197 JP MORGAN - GARDNER RUSSO *2000 2023-05-26 2024-05-09 3540 2465 1075 1075 JP MORGAN - GARDNER RUSSO *2000 LT 46228 25484 20744 20744 COMMERCIAL CLEANING SYSTEMS ACQUISITIONS(PTE) 2015-12-31 2021-12-20 13 1 12 STATE OF ISRAEL 2021-08-01 2024-10-01 60000 60000 1834017 27327 27327 27327 16899 0 25000 41899 14572 14572 false false false false false true true false true true FL NY true false false false false true N/A ALAN TINSMON 3127646491 161 N CLARK STREET Chicago IL 60601 false false false false false false false false false false false false false false false false false false false false E Richard Yulman 4000 Ponce De Leon Blvd Suite 510 Coral Gables FL 33146 Officer/Trustee 1.0 0 0 0 Nedra Y Oren 4000 Ponce De Leon Blvd Suite 510 Coral Gables FL 33146 Officer/Trustee 1.0 0 0 0 Alan Tinsmon 161 N Clark Street Suite 3030 Chicago IL 60601 CFO 1.0 0 0 0 N/A 14453107 3951216 0 18404323 0 18404323 276065 18128258 906413 906413 27327 27327 879086 879086 879086 908206 0 0 0 0 908206 879086 0 2022 2021 2020 0 133331 131405 96205 104812 465753 908206 0 879086 29120 494873 0 0 0 0 133331 361542 131405 96205 104812 29120 E RICHARD YULMAN NA X Adrienne Arsht Center 1300 Biscayne Blvd Miami FL 33132 None - Public 501(c)(3) General support 6000 American Israel Education Foundation 251 H St Northwest Washington DC 200012604 None - Public 501(c)(3) General support 2000 Anti-Defamation League 621 NW 53RD STREET BOCA RATON FL 33487 None - Public 501(c)(3) General support 10000 Baptist Health South Florida Foundation 6855 Red Road Coral Gables FL 33143 None - Public 501(c)(3) General support 25000 Birthright Israel Foundation 500 Australian Avenue S West Palm Beach FL 33401 None - Public 501(c)(3) General support 10000 Brandeis University 415 South Street Waltham MA 02453 None - Public 501(c)(3) General support 2000 Bryn Mawr College 101 North Merion Ave Bryn Mawr PA 190102899 None - Public 501(c)(3) General support 5000 Early Childhood Initiative and Foundation 3250 SW 3 AVE 6TH FLR Miami FL 33129 None - Public 501(c)(3) General support 5000 Emergency Medical Assistance Inc PO Box 33552 West Palm Beach FL 33420 None - Public 501(c)(3) General support 10000 GableStage 1200 Anastacia Ave Coral Gables FL 33134 None - Public 501(c)(3) General support 5000 God's Love We Deliver 166 Avenue of the America New York NY 10013 None - Public 501(c)(3) General support 10000 Greater Miami Jewish Federation 4200 Biscayne Blvd Miami FL 33137 None - Public 501(c)(3) General support 483500 Harvard Medical School 25 Shattuck Street Boston MA 02115 None - Public 501(c)(3) General support 2500 Jewish Federation of Palm Beach County 4601 Community Drive West Palm Beach FL 33417 None - Public 501(c)(3) General support 16000 Miami Jewish Film Festival 4200 Biscayne Blvd Miami FL 33137 None - Public 501(c)(3) General support 2500 Museum of Contemporary Art North Miami 770 NE 125 Street North Miami FL 33161 None - Public 501(c)(3) General support 2900 New World Symphony 500 17th Street Miami Beach FL 33139 None - Public 501(c)(3) General Support 2500 Palm Beach County Food Bank 701 Boutwell Rd Suite A-2 Lake Worth FL 33461 None - Public 501(c)(3) General Support 12500 Pelican Harbor Seabird Station 1279 79th Street Causeway Miami FL 33138 None - Public 501(c)(3) General support 5000 Perez Art Museum 1103 Biscayne Blvd Miami FL 33132 None - Public 501(c)(3) General support 50000 Russell Sage College 140 New Scotland Ave Albany NY 12208 None - Public 501(c)(3) General support 2500 Temple Beth Am 5950 Kendall Drive Pinecrest FL 33156 None - Public 501(c)(3) General Support 17075 Temple Israel 5950 Kendall Driver Pinecrest FL 06880 None - Public 501(c)(3) General Support 34000 Temple Judea 311 Hood Road Palm Beach Gardens FL 33410 None - Public 501(c)(3) General support 22000 UJA-Federation of New York 130 East 59th Street New York NY 10022 None - Public 501(c)(3) General support 25000 United Way of Miami-Dade 3250 Southwest Third Ave Miami FL 33129 None - Public 501(c)(3) General support 110000 Wake Forest University 1834 Wake Forest Rd WinstonSalem NC 27109 None - Public 501(c)(3) General support 15000 892975 14 137984 14 356741 14 12710 18 1834017 RCP FUND VIII LP 525990 6551 EAST ROCK FOCUS FUND, L.P. 525990 72311 78862 2341452 2420314 false false false false false false false false false false N/A STATE OF ISRAEL BONDS 0 0 JP MORGAN GENERAL 3957614 4268437 JP MORGAN EAGLE 3139365 5000010 JP MORGAN GARDNER 383192 1146270 RCP FUND V, LP AT COST 0 0 RCP FUND VIII, LP AT COST 32938 32938 NEWPORT ASIA AT COST 0 0 RIALTO REAL ESTATE FUND IV AT COST 164266 164266 HEDGE FUNDS AT COST 4289989 4289989 RIALTO RE IV PROPERTY AT COST 63971 63971 ECHO STREET GOODCO NW & SELECT AT COST 0 0 ECHO STREET SPV 4 AT COST 18576 18576 TIMING DIFFERENCES 71122 JP MORGAN EAGLE CAPITAL 1316 1316 JP MORGAN GARDNER RUSSO 244 244 JP MORGAN GENERAL 747 747 INVESTMENT FEES-PARTNERSHIPS 195399 195399 CUSTODIAL FEES 112510 112510 NYS FILING FEES 750 750 NONDEDUCTIBLE EXP-PARTNERSHIPS 31 MISCELLANEOUS EXPENSES 6 6 RREF IV Debit Direct Domestic Investors 2599 3242 Newport Asia Institutional Fund, LP -296 -296 RCP Fund VIII LP 2365 -4186 East Rock Focus Fund, L.P. 78933 6622 JP Morgan - Gardner Russo *2000 -5 -5 RREF IV Property Direct Domestic -5758 -2345 Echo Street Goodco Select II, LP -528 -528 Echo Street Goodco New World, LP -3880 -3880 Huntington National Bank 4 4 Other Income 2842 2842 QSBS GAIN 12 ACCOUNTING 14475 14475 FEDERAL TAXES 0 FOREIGN TAXES 19433 19433 STATE TAXES 0