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Yocum Family Perpetual Charitable Trust 2 1170000965 is a private trust based in ORLANDO, FL. The foundation received its IRS ruling in 2015. The principal officer is National Penn Investors Trust Com. It holds total assets of $955K. Annual income is reported at $380K. Total assets have grown from $2K in 2013 to $940K in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Yocum Family Perpetual Charitable Trust 2 1170000965 has made 33 grants totaling $221K, with a median grant of $8K. Annual giving has decreased from $178K in 2022 to $43K in 2023. Individual grants have ranged from $4K to $8K, with an average award of $7K. The foundation has supported 11 unique organizations. The foundation primarily supports organizations in Pennsylvania, Massachusetts, New Hampshire, which account for 82% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Yocum Family Perpetual Charitable Trust 2 1170000965 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 33 grants. Its grantmaking reaches organizations primarily in PA, MA, NH.
Yocum Family Perpetual Charitable Trust 2 1170000965 has distributed a total of $221K across 33 grants. The median grant size is $8K, with an average of $7K. Individual grants have ranged from $4K to $8K.
Yocum Family Perpetual Charitable Trust 2 1170000965 typically selects its grantees rather than accepting unsolicited proposals.
Yocum Family Perpetual Charitable Trust 2 1170000965 is headquartered in ORLANDO, FL. While based in FL, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Truist Bank | Trustee | $16K | $0 | $16K |
Total Giving
$58K
Total Assets
$940K
Fair Market Value
$1M
Net Worth
$940K
Grants Paid
$43K
Contributions
N/A
Net Investment Income
$103K
Distribution Amount
$47K
Total: $208K
Total Grants
33
Total Giving
$221K
Average Grant
$7K
Median Grant
$8K
Unique Recipients
11
Most Common Grant
$8K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| President & Fellows Of HarvardGENERAL OPERATING | Cambridge, MA | $7K | 2023 |
| Us Merchant Marine AcademyGENERAL OPERATING | Great Neck, NY | $4K | 2023 |
| Valley Forge MilitaryGENERAL OPERATING | Wayne, PA | $4K | 2023 |
| Lutheran Theolical SeminaryGENERAL OPERATING | Philadelphia, PA | $4K | 2023 |
| Yocum Institute For ArtsGENERAL OPERATING | West Lawn, PA | $4K | 2023 |
| Foundation For RaccGENERAL OPERATING | Reading, PA | $4K | 2023 |
| St Norbert College IncGENERAL OPERATING | De Pere, WI | $4K | 2023 |
| Albright CollegeGENERAL OPERATING | Reading, PA | $4K | 2023 |
| Alvernia UniversityGENERAL OPERATING | Reading, PA | $4K | 2023 |
| Gettysburg CollegeGENERAL OPERATING | Gettysburg, PA | $4K | 2023 |
| Phillips Exeter AcademyGENERAL OPERATING | Exeter, NH | $4K | 2023 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL