2023-09-11T17:00:17-05:00 2022-12-31 346565596 ERNST & YOUNG US LLP 2100 E CARY ST SUITE 201 RICHMOND VA 23223 990 2022-01-01 237704439 YOCUM FAMILY PERPETUAL CHARITABLE TRUST YOCU 3026511942 1100 NORTH MARKET STREET WILMINGTON DE 198900001 WILMINGTON TRUST Vice President 3026511942 2023-08-31 true Stewart Pollak false SANDRA MURPHY P01252209 8043446000 2023-08-31 2022 2023-04-26 12:10:37Z 3025196 false X N/A X 1992 PA 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 2 2 0 2 2473427 0 0 0 5249565 2842471 0 5249565 2842471 2620082 3432797 0 512637 569920 0 0 2400 0 3135119 4002717 2114446 -1160246 59505784 58345538 0 0 59505784 58345538 X 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 false false 3774749 3432797 SEE ORGANIZATION'S MISSION IN ITEM 1 ABOVE 3774749 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 2 2 false false false false false false false true true false false true true true true true true true true false PA X X WILMINGTON TRUST COMPANY 3026511942 1100 NORTH MARKET STREET WILMINGTON DE 198900900 JAMES H YOCUM CO-TRUSTEE CO-TRUSTEE 2.0 X 0 0 0 WILMINGTONTRUSTN A CO-TRUSTEE 2.0 X 569920 0 0 569920 0 0 1 false false false 2473427 2473427 0 551769 182725 369044 369044 369044 2842471 369044 2473427 0 3432797 3432797 569920 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0 3432797 3432797 0 0 0 0 0 3432797 0 3432797 0 3432797 0 0 0 0 0 0 0 0 3432797 0 0 3432797 0 3432797 0 0 3432797 0 0 0 0 3432797 true GETTYSBURG COLLEGE 300 N WASHINGTON STREET BOX 2458 GETTYSBURG PA 17325 231352641 501(C)(3) 381422 Other SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSTITUTION TO SUCH ONE HARVARD GRADUATE SCHOOL 124 MOUNT AUBURN STREET SUITE 430N CAMBRIDGE MA 02138 042103580 501(C)(3) 381422 Other SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSTITUTION TO SUCH ONE LUTHERAN THEOLOGICAL SEMINARY OF PHILADELPHIA 7301 GERMANTOWN 20 MAIN STREET MOUN PHILADELPHIA PA 19119 231352657 501(C)(3) 381422 Other SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSTITUTION TO SUCH ONE PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 038332460 020222174 501(C)(3) 381422 Other SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSTITUTION TO SUCH ONE PRESIDENTFELLOWS OF HARVARD COLLEGE FBO HARVARD COLLEGE 124 MOUNT AUBURN STREET SUITE 430N CAMBRIDGE MA 02138 042103580 501(C)(3) 381422 Other SCHOLARSHIP PURPSOES ONLY, TO BE AWARDED BY EACH RECIPIENT INSTITUTION TO SUCH ONE READING AREA COMMUNITY COLLEGE PO BOX 1706 READING PA 19603 232273163 501(C)(3) 381422 Other SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSTITUTION TO SUCH ONE ST NORBERT COLLEGE 100 GRANT STREET DEPERE WI 541152099 391399196 501(C)(3) 381422 Other SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSTITUTION TO SUCH ONE VALLEY FORGE MILITARY ACADEMY FOUNDATION 1001 EAGLE ROAD WAYNE PA 190873695 231178880 501(C)(3) 381422 Other SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSTITUTION TO SUCH ONE YOCUM INSTITUTE FOR ARTS EDUCATION 1100 BELMONT AVENUE READING PA 19610 231365985 501(C)(3) 381422 Other General Purposes, Without Restriction PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: GETTYSBURG COLLEGE (H) PURPOSE OF GRANT OR ASSISTANCE: SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSITITUION TO SUCH ONE OR MORE OF ITS STUDENTS AS SUCH INSTITUTION DEEMS DESERVING, AFTER APPLYING SUCH CRITERIA AS IT DEEMS APPROPRIATE. NAME OF ORGANIZATION OR GOVERNMENT: HARVARD GRADUATE SCHOOL (H) PURPOSE OF GRANT OR ASSISTANCE: SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSITITUION TO SUCH ONE OR MORE OF ITS STUDENTS AS SUCH INSTITUTION DEEMS DESERVING, AFTER APPLYING SUCH CRITERIA AS IT DEEMS APPROPRIATE. NAME OF ORGANIZATION OR GOVERNMENT: LUTHERAN THEOLOGICAL SEMINARY OF PHILADELPHIA (H) PURPOSE OF GRANT OR ASSISTANCE: SCHOLARSHIP PURPOSES ONLY, TO BE AWARDED BY EACH RECIPIENT INSITITUION TO SUCH ONE OR MORE OF ITS STUDENTSASSUCH INSTITUTION DEEMS DESERVING, AFTER APPLYING SUCH CRITERIA AS IT DEEMS APPROPRIATE. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISS IN SUCH SHARES AND FOR SUCH CHARITABLE PURPOSES AS THE INDIVIDUAL TRUSTEE SHALL DIRECT IN A WRITINGDELIVERED TO THE CORPORATE TRUSTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PERPARED BY THE INSTITUTIONAL TRUSTEE'S TAX DEPARTMENT AFTER CONSULTATION WITH THE TRUST OFFICER. FORM 990, PART VI, SECTION B, LINE 12C THIS ORGANIZATION IS A TRUST HAVING AS ITS TRUSTEE WILMINGTON TRUST N.A. (WTNA). WTNA IS A WHOLLY-OWNED SUBSIDIARY OF M&T BANK CORPORATION (M&T). M&T HAS A WRITTEN CODE OF BUSINESS CONDUCT AND ETHICS TO WHICH ALL EMPLOYEES ARE SUBJECT. WTC PERSONELL ARE SUBJECT TO THAT POLICY AS WELL AS A SEPERATE WTC CONFLICTS OF INTEREST POLICY. ALL WTC PERSONNEL ARE REQUIRED TO TAKE AND SIGN OFF ON COMPLETION OF AN ONLINE COURSE ON THE M&T CODE OF BUSINESS CONDUCT. FORM 990, PART VI, SECTION B, LINE 15 THE N.A. AS TRUSTEE RECEIVES TRUSTEE FEES DETERMINED BY THE GOVERNING INSTRUMENT AND/OR STATE LAW. FORM 990, PART VI, SECTION C, LINE 19 WILMINGTON TRUST N.A. (WTNA) ACTS AS TRUSTEE IN EXECUTING THESE DUTIES. WTNA IS A WHOLLY-OWNED SUBSIDIARY OF M&T BANK CORPORATION (M&T), AND CONFLICTS OF M&T OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE DISCLOSED IN THE ANNUAL REPORT SENT TO ALL SHAREHOLDERS AND MADE AVAILABLE ON THE M&T WEBSITE. M&T HAS A WRITTEN CODE OF BUSINESS CONDUCT AND ETHICS THAT IS ALSO AVAILABLE ON ITS WEBSITE AT THE INVESTOR RELATIONS LINK. FINANCIAL STATEMENTS, PER SE, ARE NOT FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS WILMINGTON TRUST N.A.,ONE EAST BROAD STREET, SUITE 510 BETHLEHEM, PA 18018, JAMES H YOCUM, 920 CENTRE AVENUE, READING,PA 19601 FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW N/A EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c N/A FORM 990, PAGE 6, PART VI, LINE 15a N/A FORM 990, PAGE 6, PART VI, LINE 15b N/A FORM 990, PAGE 6, PART VI, LINE 19 WILMINGTON TRUST COMPANY-(302) 651-1942,1100 NORTH MARKET STREET, WILMINGTON, DE 19890-0900 FORM 990, PAGE 7, PART VII, SECTION A 2 EXPLANATION FOR FORM 990, PART XI, LINE 9 2022 Transaction Posted in 2023, 3,983, 2021 Transactions posted in 2022 18.03 PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 03833 020222174 EDUCATIONAL INSTITUTION NH 501(C)(3) LINE 2 N/A false YOCUM INSITUTE FOR ARTS EDUCATION 1100 BELMONT AVENUE READING PA 19610 231365985 EDUCATIONAL INSTITUTION PA 501(C)(3) LINE 2 N/A false ST NORBERT COLLEGE 100 GRANT STREET DEPERE WI 54115 391399196 EDUCATIONAL INSTITUTION WI 501(C)(3) LINE 2 N/A false READING AREA COMMUNITY COLLEGE PO BOX 1706 READING PA 19603 232273163 EDUCATIONAL INSTITUTION PA 501(C)(3) LINE 2 N/A false LUTHERAN THEOLOGICAL SEMINARY OF PHILADELPHIA 7301 GERMANTOWN AVENUE PHILADELPHIA PA 19119 231352657 EDUCATIONAL INSTITUTION PA 501(C)(3) N/A false PRESIDENTFELLOWS OF HARVARD COLLEGE FBO HARVARD COLLEGE 124 MOUNT AUBURN STREET SUITE 430N CAMBRIDGE MA 02138 042103580 EDUCATIONAL INSTITUTION MA 501(C)(3) N/A false GETTYSBURG COLLEGE 300 N WASHINGTON STREET BOX 2458 GETTYSBURG PA 17325 231352641 EDUCATIONAL INSTITUTION PA 501(C)(3) N/A false VALLEY FORGE MILITARY ACADEMY FOUNDATION 1001 EAGLE ROAD WAYNE PA 190873695 231178880 EDUCATIONAL INSTITUTION PA 501(C)(3) N/A false HARVARD GRADUATE SCHOOL 124 MOUNT AUBURN STREET SUITE 430N CAMBRIDGE MA 02138 042103580 EDUCATIONAL INSTITUTION MA 501(C)(3) N/A false US MERCHANT MARINE ACADEMY ALUMNI 14 BOND STREET 1000 GREAT NECK NY 11021 116037948 EDUCATIONAL INSTITUTION NY 501(C)(3) N/A false UNITED LUTHERAN SEMINARY 61 SEMINARY RIDGE GETTYSBURG PA 17325 231365169 EDUCATIONAL INSTITUTION PA 501(C)(3) N/A false false true false false false false false false false false false false false false false false false false false GETTYSBURG COLLEGE b N/A - CASH HARVARD GRADUATE SCHOOL b N/A - CASH PHILLIPS EXETER ACADEMY b N/A - CASH READING AREA COMMUNITY COLLEGE b N/A - CASH ST NORBERT COLLEGE b N/A - CASH UNITED LUTHERAN SEMINARY b N/A - CASH US MERCHANT MARINE ACADEMY ALUMNI b N/A - CASH VALLEY FORGE MILITARY ACADEMY FOUNDATION b N/A - CASH YOCUM INSTITUTE FOR ARTS EDUCATION b N/A - CASH PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: PRESIDENT/FELLOWS OF HARVARD COLLEGE FBO HARVARD COLLEGE EIN: 04-2103580 124 MOUNT AUBURN STREET, SUITE 430N CAMBRIDGE, MA 02138