2021-05-03T11:28:47-05:00 2020-12-31 990 2020-01-01 237704439 YOCUM FAMILY PERPETUAL CHARITABLE TRUST C/O WILMINGTON TRUST COMPANY 081781-000 YOCU 3026511942 1100 N MARKET ST DE3-C070 WILMINGTON DE 198900001 ELIZABETH HUTCHINS WILMINGTON TRUST N.A., TRUSTEE 3026511942 2021-05-03 ELIZABETH HUTCHINS 999009999 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ELIZABETH HUTCHINS 1100 N MARKET ST DE3-C070 WILMINGTON DE 198900001 10426332 0 X N/A X 1992 PA SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3) 2 2 0 0 2240128 0 0 0 0 0 7368717 1804893 0 0 7368717 1804893 2483188 2620082 0 0 359505 431709 0 0 0 675 900 2843368 3052691 4525349 -1247798 58636322 57391338 0 0 58636322 57391338 X THE ORGANIZATION WAS FORMED TO SUPPORT ONE OR MORE OF THE ORGANIZATIONS LISTED IN THE TRUST AGREEMENT, SO LONG AS THESE ORGANIZATIONS ARE IN EXISTENCE AND REMAIN AN ORGANIZATION DESCRIBED IN SECTIONS 170(B)(1)(A), 170(C), 2055(A), AND 2522(A) OF THE 1986 IRC, IN SUCH SHARES AND FOR SUCH CHARITABLE PURPOSES AS THE INDIVIDUAL TRUSTEE SHALL DIRECT IN A WRITING DELIVERED TO THE CORPORATE TRUSTEE. 0 0 2879108 2620082 SEE ORGANIZATION'S MISSION IN ITEM 1 ABOVE. 2879108 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X WILMINGTON TRUST COMPANY 3026511942 1100 NORTH MARKET STREET WILMINGTON DE 198900900 JAMES H YOCUM CO-TRUSTEE 2.00 X 0 0 0 WILMINGTON TRUST NA CO-TRUSTEE 2.00 X 431709 0 0 431709 0 0 0 0 0 0 0 2240128 2240128 8186204 8621439 -435235 -435235 -435235 1804893 0 2240128 -435235 2620082 2620082 431709 259026 172683 TAX PREP FEE 900 900 3052691 2879108 173583 0 2327555 2405336 56308767 54986002 58636322 57391338 0 0 X 58636322 57391338 0 0 0 0 58636322 57391338 58636322 57391338 X -1247798 2814 X 0 0 0 X X X 9 PHILLIPS EXETER ACADEMY 020222174 2 1 262008 0 YOCUM INST FOR ART EDUCATION 231365985 2 1 262008 0 ST NORBERT COLLEGE 391399196 2 1 262008 0 READING AREA COMMUNITY COLLEGE 232273163 5 1 262008 0 HARVARD GRADUATE SCHOOL 042103580 2 1 524018 0 GETTYSBURG COLLEGE 231352641 2 1 262008 0 VALLEY FORGE MILITARY ACADEMY 231178880 2 1 262008 0 US MERCHANT MARINE ACADEMY ALUMNI 116037948 2 1 262008 0 UNITED LUTHERAN SEMINARY 231365169 2 1 262008 0 9 2620082 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 2200750 2240128 2200750 2240128 0 0 269629 323782 0 0 1931121 1916346 73831260 76579856 2168218 2336490 0 0 75999478 78916346 0 0 0 75999478 78916346 1139992 1183745 74859486 77732601 2620082 2720641 0 0 2620082 2720641 1931121 1641453 2620082 2620082 0 2620082 2620082 0 0 0 0 0 2620082 2620082 2620082 100.000000000000 2620082 0 0 0 0 0 0 0 0 0 0 0 2620082 0 2620082 0 0 0 0 0 0 0 0 0 1 GETTYSBURG COLLEGE 300 N WASHINGTON STREET BOX 2458 GETTYSBURG PA 17325 231352641 501(C)(3) CASH - N/A 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. HARVARD GRADUATE SCHOOL 124 MOUNT AUBURN STREET SUITE 430N CAMBRIDGE MA 02138 042103580 501(C)(3) CASH - N/A 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. LUTHERAN THEOLOGICAL SEMINARY OF PHILADELPHIA 7301 GERMANTOWN AVENUE PHILADELPHIA PA 19119 231352657 501(C)(3) CASH - N/A 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. PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 038332460 020222174 501(C)(3) CASH - N/A 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. PRESIDENTFELLOWS OF HARVARD COLLEGE FBO HARVARD COLLEGE 124 MOUNT AUBURN STREET SUITE 430N CAMBRIDGE MA 02138 042103580 501(C)(3) CASH - N/A 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. READING AREA COMMUNITY COLLEGE PO BOX 1706 READING PA 19603 232273163 501(C)(3) CASH - N/A 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. ST NORBERT COLLEGE 100 GRANT STREET DE PERE WI 541152099 391399196 501(C)(3) CASH - N/A 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. UNITED LUTHERAN SEMINARY 61 SEMINARY RIDGE GETTYSBURG PA 17325 231365169 501(C)(3) CASH - N/A 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. US MERCHANT MARINE ACADEMY ALUMNI 14 BOND STREET 1000 GREAT NECK NY 11021 116037948 501(C)(3) CASH - N/A GENERAL PURPOSES, WITHOUT RESTRICTION VALLEY FORGE MILITARY ACADEMY FOUNDATION 1001 EAGLE ROAD WAYNE PA 190873695 231178880 501(C)(3) CASH - N/A 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. YOCUM INSTITUTE FOR ARTS EDUCATION 1100 BELMONT AVENUE READING PA 19610 231365985 501(C)(3) CASH - N/A GENERAL PURPOSES, WITHOUT RESTRICTION FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED 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 PERSONNEL ARE SUBJECT TO THAT POLICY AS WELL AS A SEPARATE 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 AND ETHICS ANNUALLY. 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 DRAFTED FOR THE ORGANIZATION, BUT THE FORM 990 ITSELF CONVEYS THAT INFORMATION AND IS WIDELY DISSEMINATED ON THE WORLD WIDE WEB. THE GOVERNING DOCUMENT OF THE ORGANIZATION IS AVAILABLE UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC WILMINGTON TRUST N.A. - ONE EAST BROAD STREET, SUITE 510, BETHLEHEM, PA 18018. JAMES H YOCUM - 920 CENTRE AVENUE, READING, PA 19601. FORM 990, PART XI, LINE 9: ROUNDING -21. 2019 INCOME POSTED IN 2020 1,408. 2019 INCOME POSTED IN 2020 1,140. 2019 INCOME POSTED IN 2020 259. 2019 INCOME POSTED IN 2020 28. PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 038332460 020222174 EDUCATIONAL INSTITUTION NH 501(C)(3) LINE 2 0 YOCUM INSITUTE FOR ARTS EDUCATION (FORMERLY WYOMISSING INST OF FINE ARTS) 1100 BELMONT AVENUE READING PA 19610 231365985 EDUCATIONAL INSTITUTION PA 501(C)(3) LINE 2 0 ST NORBERT COLLEGE 100 GRANT STREET DE PERE WI 541152099 391399196 EDUCATIONAL INSTITUTION WI 501(C)(3) LINE 2 0 READING AREA COMMUNITY COLLEGE PO BOX 1706 READING PA 19603 232273163 ORGANIZATION OPERATED FBO COLLEGE OWNED BY A GOVERNMENTAL UNIT PA 501(C)(3) LINE 5 0 LUTHERAN THEOLOGICAL SEMINARY OF PHILADELPHIA 7301 GERMANTOWN AVENUE PHILADELPHIA PA 19119 231352657 EDUCATIONAL INSTITUTION PA 501(C)(3) LINE 2 0 PRESIDENTFELLOWS OF HARVARD COLLEGE FBO HARVARD COLLEGE 124 MOUNT AUBURN STREET SUITE 430N CAMBRIDGE MA 02138 042103580 EDUCATIONAL INSTITUTION MA 501(C)(3) LINE 2 0 GETTYSBURG COLLEGE 300 N WASHINGTON STREET BOX 2458 GETTYSBURG PA 17325 231352641 EDUCATIONAL INSTITUTION PA 501(C)(3) LINE 2 0 VALLEY FORGE MILITARY ACADEMY FOUNDATION 1001 EAGLE ROAD WAYNE PA 190873695 231178880 EDUCATIONAL INSTITUTION PA 501(C)(3) LINE 2 0 HARVARD GRADUATE SCHOOL 124 MOUNT AUBURN STREET SUITE 430N CAMBRIDGE MA 02138 042103580 EDUCATIONAL INSTITUTION MA 501(C)(3) LINE 2 0 US MERCHANT MARINE ACADEMY ALUMNI 14 BOND STREET 1000 GREAT NECK NY 11021 116037948 EDUCATIONAL INSTITUTION NY 501(C)(3) LINE 2 0 UNITED LUTHERAN SEMINARY 61 SEMINARY RIDGE GETTYSBURG PA 17325 231365169 EDUCATIONAL INSTITUTION PA 501(C)(3) LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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