YOCUM FAMILY PERPETUAL
Total Given 2016–2024
$331K
68 grants · $37K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$4K
typical micro grants · $3K–$4K
grant size
81%
deep partner · 13/16 multi-year
repeat
$1.2M
Assets · 2021
16
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8443823122
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $44K | $989K | $57K | 2 |
| 2017 | $46K | $1.1M | $71K | 11 |
| 2018 | $38K | $928K | $134K | 11 |
| 2019 | N/A | $1.0M | $683K | N/A |
| 2020 | N/A | $1.1M | $47K | N/A |
| 2021 | $28K | $1.2M | $88K | 11 |
| 2022 | $89K | $970K | $36K | 11 |
| 2023 | $43K | $1.0M | $112K | 11 |
| 2024 | $43K | $1.1M | $69K | 11 |
Grant Size Distribution
Based on 68 grants on record
Minimum
$2K
25th Pctl
$3K
Median
$4K
Average
$5K
75th Pctl
$4K
Maximum
$22K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| Branch Banking and Trust Co | Trustee | $14K |
| TRUIST BANK | Trustee | $10K |
Grants Awarded (68 total)
| Purpose | ||||
|---|---|---|---|---|
| ALBRIGHT COLLEGE | READING, PA | $21,866 | GENERAL FUND | 2016 |
| ALVERNIA UNIVERSITY | READING, PA | $21,866 | GENERAL FUND | 2016 |
| PRESIDENT & FELLOWS OF HARVARD | CAMBRIDGE, MA | $14,674 | GENERAL OPERATING | 2024 |
| PHILLIPS EXETER ACADEMY | EXETER, NH | $8,078 | GENERAL OPERATING | 2022 |
| US MERCHANT MARINE ACADEMY | GREAT NECK, NY | $8,078 | GENERAL OPERATING | 2022 |
| ALVERNIA UNIVERSITY | READING, PA | $8,078 | GENERAL OPERATING | 2022 |
| FOUNDATION FOR RACC | READING, PA | $8,078 | GENERAL OPERATING | 2022 |
| ALBRIGHT COLLEGE | READING, PA | $8,078 | GENERAL OPERATING | 2022 |
| PRESIDENT & FELLOWS OF HARVARD | CAMBRIDGE, MA | $8,078 | GENERAL OPERATING | 2022 |
| YOCUM INSTITUTE FOR ARTS | WEST LAWN, PA | $8,078 | GENERAL OPERATING | 2022 |
| ST NORBERT COLLEGE INC | DE PERE, WI | $8,078 | GENERAL OPERATING | 2022 |
| VALLEY FORGE MILITARY | WAYNE, PA | $8,078 | GENERAL OPERATING | 2022 |
| LUTHERAN THEOLICAL SEMINARY | PHILADELPHIA, PA | $8,078 | GENERAL OPERATING | 2022 |
| GETTYSBURG COLLEGE | GETTYSBURG, PA | $8,078 | GENERAL OPERATING | 2022 |
| PRESIDENT & FELLOWS OF HARVARD | CAMBRIDGE, MA | $7,220 | GENERAL OPERATING | 2023 |
| VALLEY FORGE MILITARY ACADEMY FDN | WAYNE, PA | $6,232 | GENERAL OPERATING | 2024 |
| YOCUM INSTITUE FOR ARTS | WYOMISSING, PA | $4,205 | GENERAL FUND | 2017 |
| LUTHERAN THEOLICAL SEMINARY | PHILADELPHIA, PA | $4,205 | GENERAL FUND | 2017 |
| ALVERNIA UNIVERSITY | READING, PA | $4,205 | GENERAL FUND | 2017 |
| US MERCHANT MARINE ACADEMY | GREAT NECK, NY | $4,205 | GENERAL FUND | 2017 |
| VALLEY FORGE MILITARY | WAYNE, PA | $4,205 | GENERAL FUND | 2017 |
| ALBRIGHT COLLEGE | READING, PA | $4,205 | GENERAL FUND | 2017 |
| PRESIDENT & FELLOWS OF HARVARD | CAMBRIDGE, MA | $4,205 | GENERAL FUND | 2017 |
| FOUNDATION FOR READING | READING, PA | $4,205 | GENERAL FUND | 2017 |
| ST NORBERT COLLEGE INC | DE PERE, WI | $4,205 | GENERAL FUND | 2017 |