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Yocum Family Perpetual Charitable Trust 2 1170000965

  • Orlando, FL
  • Tax-exempt since Feb. 2015
  • EIN: 46-6705183

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$69k (2024)

Expenses
$57.3k (2024)

Total Assets
$955k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2013 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,981
Expenses
$57,265
Net Income
$11,716
Net Assets
$955,462
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $89
0.1%
Dividends $27,879
40.4%
Sales of Assets $39,862
57.8%
Other Income $1,151
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,612
86.6%
Compensation of Officers* $9,879
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $955,462
Total Liabilities $0
Net Assets $955,462
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $9,879 $0

Document Links

990-PF
Filed on April 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$111,997
Expenses
$58,300
Net Income
$53,697
Net Assets
$939,612
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $514
0.5%
Dividends $29,074
26.0%
Sales of Assets $82,409
73.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,786
87.1%
Compensation of Officers* $14,682
25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $939,612
Total Liabilities $0
Net Assets $939,612
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $14,682 $0

Document Links

990-PF
Filed on April 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,653
Expenses
$106,911
Net Income
-$71,258
Net Assets
$885,628
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $376
1.1%
Dividends $18,491
51.9%
Sales of Assets $16,786
47.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $96,926
90.7%
Compensation of Officers* $15,886
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $885,628
Total Liabilities $0
Net Assets $885,628
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $15,886 $0

Document Links

990-PF
Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$88,476
Expenses
$51,838
Net Income
$36,638
Net Assets
$957,081
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $19,654
22.2%
Sales of Assets $63,081
71.3%
Other Income $5,739
6.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,670
70.7%
Compensation of Officers* $17,385
33.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $957,081
Total Liabilities $0
Net Assets $957,081
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $17,385 $0

Document Links

990-PF
Filed on Oct. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,189
Expenses
$26,828
Net Income
$20,361
Net Assets
$920,616
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,394
39.0%
Sales of Assets $28,795
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,196
26.8%
Compensation of Officers* $14,142
52.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $920,617
Total Liabilities $1
Net Assets $920,616
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Co (Trustee) $14,142 $0

Document Links

990-PF
Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$682,856
Expenses
$53,192
Net Income
$629,664
Net Assets
$901,388
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,993
4.1%
Sales of Assets $654,863
95.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,808
95.5%
Compensation of Officers* $15,208
28.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $901,389
Total Liabilities $1
Net Assets $901,388
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Co (Trustee) $15,208 $0

Document Links

990-PF
Filed on April 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$134,086
Expenses
$53,884
Net Income
$80,202
Net Assets
$271,809
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,306
21.1%
Sales of Assets $105,780
78.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,162
98.7%
Compensation of Officers* $11,531
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $271,809
Total Liabilities $0
Net Assets $271,809
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Co (Trustee) $11,531 $0

Document Links

990-PF
Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$70,838
Expenses
$60,924
Net Income
$9,914
Net Assets
$191,734
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,696
37.7%
Sales of Assets $44,142
62.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,118
98.7%
Compensation of Officers* $11,172
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $191,734
Total Liabilities $0
Net Assets $191,734
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Co (Trustee) $11,172 $0

Document Links

990-PF
Filed on April 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,673
Expenses
$55,968
Net Income
$705
Net Assets
$181,817
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.0%
Dividends $29,012
51.2%
Sales of Assets $27,653
48.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,732
78.1%
Compensation of Officers* $11,215
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $181,817
Total Liabilities $0
Net Assets $181,817
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Co (Trustee) $11,215 $0

Document Links

990-PF
Filed on April 21, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,266
Expenses
$14,329
Net Income
-$63
Net Assets
$181,111
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $10,995
77.1%
Sales of Assets $3,266
22.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,798
33.5%
Compensation of Officers* $4,127
28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $181,111
Total Liabilities $0
Net Assets $181,111
Compensation
Key Employees and Officers Compensation Other
National Penn Investors Trust Co (Trustee) $4,127 $0

Document Links

990-PF
Filed on May 6, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2
Expenses
$579
Net Income
-$577
Net Assets
$1,073
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
100%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,073
Total Liabilities $0
Net Assets $1,073

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,505
Expenses
$5,856
Net Income
$1,649
Net Assets
$1,649
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,500
99.9%
Interest Revenue $5
0.1%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,649
Total Liabilities $0
Net Assets $1,649

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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