Yocum Family Perpetual
Yocum Family Perpetual is a private foundation based in Orlando, Florida. It supports a preselected group of charitable organizations, with 2025 grants going to colleges and other educational institutions.
Yocum Family Perpetual at a glance
In short: Yocum Family Perpetual gave $44K across 11 grants in 2025 (avg $4K), mostly in Pennsylvania. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $44,077
- +2.1% vs 2024
- Grants made (2025)
- 11
- +0.0% vs 2024
- Average grant
- $4,007
- +2.1% vs 2024
- Median grant
- $3,673
- Total assets
- $933,013
- -2.3% vs 2024
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2025; small sample)
- Primary geography
- Pennsylvania (58% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Yocum Family Perpetual
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 919798, Orlando, FL 32891-9798
Phone: (844) 382-3122
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Yocum Family Perpetual funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Pres & Fellows of Harvard College ($7K). Together the top 10 received $40K.
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 55 grants of 55 (100%).
Geographic Focus
Where this funder awards grants
The foundation is based in Orlando, Florida. Its 2025 grant dollars went to recipients in Pennsylvania (58%), Massachusetts (17%), Wisconsin (8%), New Hampshire (8%), and New York (8%).
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is Yocum Family Perpetual open to new grantees?
9%
first-time grantees, 2025
In 2025, 1 of 11 grantees (9%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $7K; repeat grants $4K. How we count
Medians: $7K first-time, $4K repeat.
- 82% of 2025 grantees were also funded in 2024. Method
- Giving fell 50% from 2022 to 2025. Method
- In 2025 it paid out 143% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $28K (2021) to $89K (2022). In 2025 it made 11 grants totaling $44K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pres & Fellows of Harvard College Cambridge, MA | General Operating | $7,347 |
| St Norbert College Inc De Pere, WI | General Operating | $3,673 |
| Phillips Exeter Academy Exeter, NH | General Operating | $3,673 |
| US Merchant Marine Academy Alumni Kings Point, NY | General Operating | $3,673 |
| Valley Forge Military Academy Fdn Wayne, PA | General Operating | $3,673 |
| Albright College Reading, PA | General Operating | $3,673 |
| Gettysburg College Gettysburg, PA | General Operating | $3,673 |
| Lutheran Theolical Seminary Philadelphia, PA | General Operating | $3,673 |
| Yocum Institute for Arts West Lawn, PA | General Operating | $3,673 |
| Alvernia University Reading, PA | General Operating | $3,673 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $933,013 | $60,137 | $82,591 | $44,077 | 11 | $75,858 | $54,171 | $53,116 |
| 2024 | $955,462 | $68,981 | $57,265 | $43,172 | 11 | $49,612 | $62,669 | $54,287 |
| 2023 | $939,612 | $111,997 | $58,300 | $43,320 | 11 | $50,786 | $102,734 | $46,876 |
| 2022 | $885,628 | $35,653 | $106,911 | $88,858 | 11 | $96,926 | $18,960 | $51,386 |
| 2021 | $957,081 | $88,476 | $51,838 | $27,852 | 11 | $36,670 | $67,791 | $56,337 |
| 2020 | $920,617 | $47,189 | $26,828 | — | — | — | $33,462 | $48,537 |
Under IRS private-foundation payout rules, Yocum Family Perpetual reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included colleges, an academy, an alumni organization, a seminary, an arts institute, and a foundation supporting a college. Alvernia University describes itself as a Catholic comprehensive university with a liberal arts foundation; Albright College says it cultivates integrity, curiosity, connection, and resilience; and St. Norbert College describes its mission as fostering intellectual, spiritual, and personal development in a Catholic liberal arts setting.
Grantmaking
In 2025, the foundation reported 11 grants totaling $44,077. Grants ranged from $3,673 to $7,347, with a median of $3,673. The largest listed grant was $7,347 to the Presidents and Fellows of Harvard College for general operating support. The other ten grants were $3,673 each, also for general operating support. Recipients included St. Norbert College, Phillips Exeter Academy, the U.S. Merchant Marine Academy Alumni organization, Valley Forge Military Academy Foundation, Albright College, Gettysburg College, Lutheran Theological Seminary, Yocum Institute for Arts, Alvernia University, and Foundation for RACC.
Leadership & Key People
Leadership team and compensation from IRS filings
Truist Bank was listed as trustee on the 2025 filing.
Yocum Family Perpetual's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
4 hrs/week
$17K (2021) → $11K (2025)
Former officers (1)
- Former: Branch Banking and Trust Co (2020) — 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 $11K, to Truist Bank (Trustee).
Frequently asked questions about Yocum Family Perpetual
How much does Yocum Family Perpetual give each year?
Yocum Family Perpetual gave $44K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 11 grants.
What is Yocum Family Perpetual's typical grant size?
Yocum Family Perpetual's median grant in 2025 was $3,673, and its average grant was $4,007, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Yocum Family Perpetual that year got $7K on average.
Where does Yocum Family Perpetual give grants?
Yocum Family Perpetual gives mostly in Pennsylvania: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (17%) and Wisconsin (8%). The most frequent recipient cities were Reading, PA (3 grants).
Does Yocum Family Perpetual give general operating support?
Yes: 100% of Yocum Family Perpetual's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Yocum Family Perpetual's largest grantees?
Yocum Family Perpetual's largest 2025 grantees include Pres & Fellows of Harvard College ($7,347), St Norbert College Inc ($3,673) and Phillips Exeter Academy ($3,673), according to its 2025 IRS Form 990-PF. Together they received 33% of its itemized 2025 grant dollars.
How large is Yocum Family Perpetual?
Yocum Family Perpetual reported $933K in total assets on its 2025 IRS Form 990-PF. It paid out $76K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets).
What does Yocum Family Perpetual fund?
No mission statement for the foundation is provided. Its 2025 grants included colleges, an academy, an alumni organization, a seminary, an arts institute, and a foundation supporting a college. See mission & focus areas ↑
How do I apply for a grant from Yocum Family Perpetual?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Yocum Family Perpetual's EIN?
Yocum Family Perpetual's EIN (Employer Identification Number) is 46-6705183. IRS Form 990 filing data is available on this page for 2020–2025.
Does Yocum Family Perpetual accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
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