Yocum Family Perpetual Charitable Trust
The Organizations mission is to support and enhance the charitable, educational, and community-focused activities of its eight supported charitable organizations by providing financial assistance and programmatic support consistent with their exempt purposes.
Key facts about Yocum Family Perpetual Charitable Trust
In short: Yocum Family Perpetual Charitable Trust gave $3.8M across 8 grants in 2025 (avg $480K), mostly in Pennsylvania. Source: 2025 IRS Form 990.
- EIN
- 23-7704439
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $3,839,010
- Grants made (2025)
- 8
- Average grant
- $479,876
- Median grant
- $426,557
- Total assets
- $120,169,369
- Primary geography
- Pennsylvania (56% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$120.2M
+117.7% YoY
Annual Giving
$3.8M
+15.6% YoY
Grant Count
8
Avg Grant Size
$480K
How Yocum Family Perpetual Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+12%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Yocum Family Perpetual Charitable Trust
Based on IRS filings
Yocum Family Perpetual Charitable Trust is a public charity focused on Education, based in Wilmington, DE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $120.2M in total assets. In 2025, it awarded 8 grants totaling $3.8M. Net investment income was $7.6M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2.6M (2021) to $3.8M (2025). In 2025 it made 8 grants totaling $3.8M.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Harvard University ($853K). Together the top 8 received $3.8M.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was in the $250–500K range: 26 grants of 27 (96%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harvard University Cambridge, MA | General Support | $853,111 |
| Gettysburg College Gettysburg, PA | General Support | $426,557 |
| Lutheran Theological Seminary of Philadelphia Philadelphia, PA | General Support | $426,557 |
| Phillips Exeter Academy Exeter, NH | General Support | $426,557 |
| Reading Area Community College Reading, PA | General Support | $426,557 |
| St Norbert College Depere, WI | General Support | $426,557 |
| Valley Forge Military Academy Foundation Wayne, PA | General Support | $426,557 |
| Yocum Institute for Arts Education Reading, PA | General Support | $426,557 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $120,169,369 | $55,204,611 | $56,215,390 |
| Revenue | $69,566,314 | $3,037,593 | $1,852,949 |
| Expenses | $4,591,890 | $4,052,453 | $3,975,356 |
| Net Investment Income | $7,592,076 | $3,037,593 | $1,852,949 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS July 21, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 11, 2023)
- Added Form 990 for fiscal year 2025 (received by the IRS May 11, 2026)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 6, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Yocum Family Perpetual Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Wilmington Trust CO
Co-Trustee
New on the 2025 filing
1 hr/week
$753K (2025)
James H. Yocum
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (4)
- Former: James H. Yocum Co-Trustee (2021–2024) — Co-Trustee
- Former: Wilmingtontrustna (2021–2024) — Co-Trustee
- Former: Wilmington Trust N A (2023) — Co-Trustee
- Former: Wilmington Trust NA (2020) — Co-Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $753K, to Wilmington Trust CO (Co-Trustee).
Frequently asked questions about Yocum Family Perpetual Charitable Trust
How much does Yocum Family Perpetual Charitable Trust give each year?
Yocum Family Perpetual Charitable Trust gave $3.8M across 8 grants in 2025, according to its 2025 IRS Form 990. In 2024 it reported $3.3M in grants paid.
What is Yocum Family Perpetual Charitable Trust's typical grant size?
Yocum Family Perpetual Charitable Trust's median grant in 2025 was $426,557, and its average grant was $479,876, across 8 grants on its 2025 IRS Form 990.
Where does Yocum Family Perpetual Charitable Trust give grants?
Yocum Family Perpetual Charitable Trust gives mostly in Pennsylvania: 56% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest states were Massachusetts (22%) and New Hampshire (11%). The most frequent recipient cities were Reading, PA (2 grants).
Does Yocum Family Perpetual Charitable Trust give general operating support?
Yes: 100% of Yocum Family Perpetual Charitable Trust's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990.
Who are Yocum Family Perpetual Charitable Trust's largest grantees?
Yocum Family Perpetual Charitable Trust's largest 2025 grantees include Harvard University ($853,111), Gettysburg College ($426,557) and Lutheran Theological Seminary of Philadelphia ($426,557), according to its 2025 IRS Form 990. Together they received 44% of its itemized 2025 grant dollars.
How large is Yocum Family Perpetual Charitable Trust?
Yocum Family Perpetual Charitable Trust reported $120.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $69.6M.
What is Yocum Family Perpetual Charitable Trust?
Yocum Family Perpetual Charitable Trust is a public charity focused on Education, based in Wilmington, DE. It holds $120.2M in total assets as of 2025.
What is Yocum Family Perpetual Charitable Trust's EIN?
Yocum Family Perpetual Charitable Trust's EIN (Employer Identification Number) is 23-7704439. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Yocum Family Perpetual Charitable Trust by hand.
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