Public Charity

YOCUM FAMILY PERPETUAL CHARITABLE TRUST

YOCUM FAMILY PERPETUAL CHARITABLE TRUST, of WILMINGTON, DE, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $69.6M in revenue, $4.6M in expenses, $120.2M in total assets. IRS filings disclose 38 grants awarded by this foundation, totaling roughly $9.9M.

EIN: 237704439 WILMINGTON, DE Latest filing: 2025
Total Revenue$69.6M
Total Expenses$4.6M
Total Assets$120.2M
Grants Given38
Grant Total$9.9M
Filing Years2021–2025

Mission

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.

Where $100 goes at Yocum Family Perpetual Charitable Trust

How Yocum Family Perpetual Charitable Trust divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$89 Programs the work itself
$11 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $89 for programs

$45
Support for harvard university
50% of program spending
$22
Support for phillips exeter academy
25% of program spending
$22
Support for valley forge military academy
25% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

CO-TRUSTEE James H Yocum
CO-TRUSTEE Wilmington Trust Co

Officer compensation and complete director data available with membership.

Top Grant Purposes

Education
$5,147,440 16 grants
General Support
$4,744,448 11 grants

Financial Trends

Year Revenue Expenses Assets
2025 $69.6M $4.6M $120.2M
2024 $3.0M $4.1M $55.2M
2023 $1.9M $4.0M $56.2M
2022 $2.8M $4.0M $58.3M
2021 $5.2M $3.1M $59.5M

Between 2021 and 2025, reported annual revenue grew from $5.2M to $69.6M (+1225%), with total assets most recently reported at $120.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA, NH, NY, PA, WI.

MANHNYPAWI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for YOCUM FAMILY PERPETUAL CHARITABLE TRUST

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