· 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 it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.
Where the money goes
Grants by size, and the largest recipients.
| Recipient | Amount |
|---|---|
| HARVARD UNIVERSITY | $853,111 |
| VALLEY FORGE MILITARY ACADEMY FOUNDATION | $426,557 |
| GETTYSBURG COLLEGE | $426,557 |
| LUTHERAN THEOLOGICAL SEMINARY OF PHILADELPHIA | $426,557 |
| PHILLIPS EXETER ACADEMY | $426,557 |
| READING AREA COMMUNITY COLLEGE | $426,557 |
| ST NORBERT COLLEGE | $426,557 |
| YOCUM INSTITUTE FOR ARTS EDUCATION | $426,557 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Dollar for dollar, its grants (FY21–25) land where the poverty rate runs at 10%, against an area that typically sits at 7%. 73% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.
How this is measured
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
Grantees it renews have grown median revenue +19% since the first grant, against -7% for those 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
How this is measured
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%
How this is measured
Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.
Closest unfunded matches
The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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.
How this is measured
8 grantees tracked through their own filings, 2017–2025.
Each grant beside the grantee’s revenue from every source, year by year.
How this is measured
Counted here: distinct organizations funded across 2017 to 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.
Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
Grantee by grantee: a decade per organization, before and after funding
A decade per grantee: revenue shaded, 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 ↗
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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
How this is measured
How much its grantees rely on government
Each dot is one organization Yocum Family Perpetual Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Yocum Family Perpetual Charitable Trust. Bigger dots raise more.
- President and Fellows of Harvard College: 7% of income from government
How this is measured
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