· Charitable trust
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.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2021–2025.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| HARVARD UNIVERSITY | $853,111 |
| GETTYSBURG COLLEGE | $426,557 |
| PHILLIPS EXETER ACADEMY | $426,557 |
| LUTHERAN THEOLOGICAL SEMINARY OF PHILADELPHIA | $426,557 |
| YOCUM INSTITUTE FOR ARTS EDUCATION | $426,557 |
| READING AREA COMMUNITY COLLEGE | $426,557 |
| VALLEY FORGE MILITARY ACADEMY FOUNDATION | $426,557 |
| ST NORBERT COLLEGE | $426,557 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY21–25) land where the poverty rate runs at 10%, against an area that typically sits at 7%. 73% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +19% since the first grant, against -7% for the ones you funded once.
7 repeat relationships — 7 still active in FY2025, 0 since wound down.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- TYTHE YOCUM INSTITUTE FOR ARTS EDUCATION INC4× · 2020–2025 · $1.1M · revenue +19%
ST NORBERT COLLEGE INC4× · 2020–2025 · $1.1M · revenue +8%
PHILLIPS EXETER ACADEMY4× · 2020–2025 · $1.1M · revenue +48%
Funded once
- USUnited States Merchant Marine Academy Alumni Association and Foundation Inc2× · 2020–2021 · $262k · revenue -7%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…
Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…
Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…
As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.
See detailed description of organization's primary mission provided on schedule o
Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.
Hilbert college is an independent institution of higher learning that embraces its catholic franciscan heritage and values. students from diverse backgrounds are educated in liberal arts and professional programs to become informed…
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.
The mission of lycoming college is to provide a distinguished baccalaureate education in the liberal arts and sciences within a coeducational, supportive, and residential setting.
Williams College strives to achieve educational excellence by fostering a community of learning in collaboration with students, faculty, staff, devoted alumni and parents.
For reference, the grantee most central to the portfolio’s shape is St Norbert College Inc and the most unlike its peers is Phillips Exeter Academy. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
8 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 8 of the 9 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds President and Fellows of Harvard College ↗
- Who funds THE YOCUM INSTITUTE FOR ARTS EDUCATION INC ↗
- Who funds ST NORBERT COLLEGE INC ↗
- Who funds PHILLIPS EXETER ACADEMY ↗
- Who funds VALLEY FORGE MILITARY ACADEMY FOUNDATION ↗
- Who funds GETTYSBURG COLLEGE ↗
- Who funds FOUNDATION FOR READING AREA COMMUNITY COLLEGE ↗
- Who funds United States Merchant Marine Academy Alumni Association and Foundation Inc ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Yocum Family Perpetual Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- President and Fellows of Harvard College — 7% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
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How do I get to Yocum Family Perpetual Charitable Trust?
Find your warmest path to Yocum Family Perpetual Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.