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· Charitable trust
YOCUM FAMILY PERPETUAL CHARITABLE TRUST
The organization waws formed to support one or more of the organizations listed in the trust agreement, so long as these organizations are in existence and remain and organization described in sections 170(b)(1)(a), 170(c), 2055(a), and 2522(a) or the 1986 irc
$3.4M
Granted FY2022
9
Grants
4
Communities
$381k
Largest
01What you fund
0189% classified
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2021–2022.
Education$4.8MArts & Culture$643kOther$643k
02beneath the categories
Past the labels — and the year it shifted
Beneath the NTEE codes, this is what the grant descriptions actually say.
…and in their own words, year by year
2020
recipient insitituioninsitituion studentsstudents institutioninstitution deemsdeems deservingdeserving afterafter applying
2021
recipient institution
2022
recipient institution
Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.
03FY2022 · 9 grants
Where the money goes
Your grants by size, and where they go.
$381,422
Median grant
4
States reached
$55M
Total assets
Largest grants
- ST NORBERT COLLEGE$381,422
- PHILLIPS EXETER ACADEMY$381,422
- GETTYSBURG COLLEGE$381,422
- READING AREA COMMUNITY COLLEGE$381,422
- LUTHERAN THEOLOGICAL SEMINARY OF PHILADELPHIA$381,422
- VALLEY FORGE MILITARY ACADEMY FOUNDATION$381,422
- PRESIDENTFELLOWS OF HARVARD COLLEGE FBO HARVARD COLLEGE$381,422
- YOCUM INSTITUTE FOR ARTS EDUCATION$381,422
- HARVARD GRADUATE SCHOOL$381,422
02The need
04
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.
show:
Dollar for dollar, your grants (FY21–22) land where the poverty rate runs at 10% — the area typically sits at 7%. 71% of your dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.
grant to an above-average-need area below average· circle size = grant amount
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in 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, United Way ALICE — shown as context about the area, never attributed to your giving.
03Your edge
repeat funding
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.
96%of every dollar goes to organizations you’ve funded before.
$5.8M · 8 repeat orgs$262k to everyone else
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +5% since the first grant, against -46% for the ones you funded once.
8 repeat relationships — 8 still active in FY2022, 0 since wound down.
How the two cohorts compare
Re-uppedFunded once
Organizations
8
1
Total granted
$5.8M
$262k
Median revenue growth · since first grant
+5%
-46%
Still filing today
88%
100%
New vs renewed · share of each year
In FY2022, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
RenewedFirst-time
Where new relationships form · theme of each grantee’s first grant
EducationArts & CultureOther
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
PRESIDENTFELLOWS OF HARVARD COLLEGE FBO HARVARD COLLEGE3× · 2020–2022 · $1.3M · revenue +5%- GCGETTYSBURG COLLEGE3× · 2020–2022 · $643k · revenue +9%
- YIYOCUM INSTITUTE FOR ARTS EDUCATION3× · 2020–2022 · $643k · revenue +19%
Funded once
- UMUS MERCHANT MARINE ACADEMY ALUMNI2× · 2020–2021 · $262k · revenue -46%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
04Your field
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.
1
Washington College
Washington college challenges and inspires emerging citizen leaders to discover lives of purpose and passion.
Education
2
New England College
An independent liberal arts college offering undergraduate, graduate and professional programs.
Education
3
Franklin & Marshall College
A residential college dedicated to excellence in undergraduate liberal arts education.
Education
4
Asbury College
A christian liberal arts university committed to academic excellence and spiritual vitality, equipping students for a lifetime of learning, leadership, and service.
Education
5
Wartburg College
Wartburg college provides educational programs and experiences that challenge and nurture students for lives of leadership and service as a spirited expression of their faith and learning.
Education
6
Elizabethtown College
Provide a transformative educational experience that cultivates strengths of its students.
Education
7
Albertus Magnus College
To provide higher education to college students
Education
8
Pennsylvania Academy of the Fine Arts
As the first art museum and school in the us, pafa celebrates the transformative power of art and art-making.
Education
9
Westminster College
Four-year, undergraduate liberal arts college.
Education
10
Allegheny College
Four year institution of higher education.
Education
11
Massachusetts Maritime Academy Alumni Association Inc
To provide services and activities for alumni of the massachusetts maritime academy.
Education
12
Hampden-Sydney College
Since 1775, the mission of Hampden-Sydney College has been to form good men and good citizens in an atmosphere of sound learning.
Education
For reference, the grantee most central to the portfolio’s shape is United States Merchant Marine Academy Alumni Association and Foundation 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.
05the grantee network
8 grantees, every filing reconciled, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
8/8
Grantees still filing
4/8
Grew since you first funded
Where your money sits — by cause, then by grantee
Education$4,766,018Other$643,430Arts & Culture$643,430
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 PRESIDENTFELLOWS OF HARVARD COLLEGE FBO HARVARD COLLEGE ↗
- Who funds PHILLIPS EXETER ACADEMY ↗
- Who funds VALLEY FORGE MILITARY ACADEMY FOUNDATION ↗
- Who funds ST NORBERT COLLEGE ↗
- Who funds GETTYSBURG COLLEGE ↗
- Who funds YOCUM INSTITUTE FOR ARTS EDUCATION ↗
- Who funds READING AREA COMMUNITY COLLEGE ↗
- Who funds US MERCHANT MARINE ACADEMY ALUMNI ↗
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 set of overlaps that mostly run through you, not between each other.
Fidelity Investments Charitable Gift FundMA5.2× affinity4 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →
Open a dossier: 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 organisation 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.
2025
’20’21’22’23’24’25
no gov moneyreceives it· size = income
0get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY20–25
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. 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.
05Through Plinth
Through Plinth
Your grantmaking, live and operational
This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: YOCUM INSTITUTE FOR ARTS EDUCATION.
Agentic due diligence · confidence × risk
Financial management
low risk
~6 months of operating runway; revenue grew over 8 filed years.
Track record & reputation
low risk
8 years of Form 990 filings, still active.
Legal standing
low risk
US 501(c)(3); EIN 231365985 on file with current IRS Form 990 filings.
Governance
Live in Plinth
Board composition & governance documents — verified live in Plinth from the applicant.
Compliance & sanctions
Live in Plinth
OFAC / UN sanctions screening — run live in Plinth at assessment.
Program capacity
Live in Plinth
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on YOCUM INSTITUTE FOR ARTS EDUCATION, cold from public data.
Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.
Post-award monitoring · continuous checks
- On trackFinancial stability— Roughly 6 months of cash on hand.
- On trackSustained operations— Filing through 2025; revenue grew over the period.
- On trackReliance on your funding— Your grants peaked at 23% of their budget — diversified.
- Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.
What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.
Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing
Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.
Warm introductions · Powered by PlinthPro
How do I get to Yocum Family Perpetual Charitable Trust?
Find your warmest path to Yocum Family Perpetual Charitable Trust through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.
Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.
More from the funding graph
The regranting layer
51% of grant dollars pass through an intermediary
The DAF merry-go-round
$9.7B circulates between donor-advised funds
Strange bedfellows
the named clusters of US funding
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines