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Nonprofit · EIN 14-6015572

MORTON & HELEN YULMAN CHARITABLE TRUST 14417154

Tax-exempt · CORAL GABLES, FL 33146

Financials

$1.3M$1.3M2023$2.4M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of MORTON & HELEN YULMAN CHARITABLE TRUST 14417154 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,405,018$1,272,474$1,132,544$13,503,090$0$13,503,090
December 31, 2023990-PF$1,304,050$1,272,876$31,174$12,441,656$0$12,441,656
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$356,741
Interest
$137,984
Net gain from sales of assets
$1,834,017
Other income
$76,276

Expenses

Grants and similar amounts paid
$892,975
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$908,206
Excise tax on investment income
$27,327

Balance sheet and other

Total assets, start of year
$12,441,656
Total assets, end of year
$13,503,090
Total liabilities, end of year
$0
Net assets, end of year
$13,503,090
Fair market value of assets
$16,437,636
Qualifying distributions
$908,206
Net investment income
$2,330,212

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
E Richard Yulman
4000 Ponce De Leon Blvd Suite 510, Coral Gables, FL 33146
Officer/Trustee1$0
Nedra Y Oren
4000 Ponce De Leon Blvd Suite 510, Coral Gables, FL 33146
Officer/Trustee1$0
Alan Tinsmon
161 N Clark Street Suite 3030, Chicago, IL 60601
CFO1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
E Richard Yulman
4000 Ponce De Leon Blvd Suite 510, Coral Gables, FL 33146
Officer/Trustee1$0
Nedra Y Oren
4000 Ponce De Leon Blvd Suite 510, Coral Gables, FL 33146
Officer/Trustee1$0
Alan Tinsmon
161 N Clark Street Suite 3030, Chicago, IL 60601
CFO1$0

Address and contacts

Address (IRS master file)
4000 PONCE DE LEON BLVD STE 510, CORAL GABLES, FL 33146-1431
In care of
% ALAN TINSMON
Signed the 990-PF
E Richard Yulman, Trustee
Phone
(312) 764-6491
Return prepared by
Mowery & Schoenfeld LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
14-6015572
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1956
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$13,503,090
Income (IRS master file)
$3,094,909

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,405,018$1,272,474$13,503,090XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,304,050$1,272,876$12,441,656XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-6015572).

Questions about MORTON & HELEN YULMAN CHARITABLE TRUST 14417154

What is the EIN of MORTON & HELEN YULMAN CHARITABLE TRUST 14417154?
The employer identification number (EIN) of MORTON & HELEN YULMAN CHARITABLE TRUST 14417154 is 14-6015572.
Is MORTON & HELEN YULMAN CHARITABLE TRUST 14417154 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
Are donations to MORTON & HELEN YULMAN CHARITABLE TRUST 14417154 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MORTON & HELEN YULMAN CHARITABLE TRUST 14417154 file?
Form 990-PF. Private foundations file every year.
When is the next return of MORTON & HELEN YULMAN CHARITABLE TRUST 14417154 due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MORTON & HELEN YULMAN CHARITABLE TRUST 14417154 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MORTON & HELEN YULMAN CHARITABLE TRUST 14417154?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MORTON & HELEN YULMAN CHARITABLE TRUST 14417154 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,405,018, expenses of $1,272,474 and total assets of $13,503,090 at year end.

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