Bernice S Tilton Irrevocable Trust
Bernice S Tilton Irrevocable Trust is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 3 grants totaling $32K. Net investment income was $85K.
Bernice S Tilton Irrevocable Trust at a glance
In short: Bernice S Tilton Irrevocable Trust gave $32K across 3 grants in 2025 (avg $11K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $31,500
- +33.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $10,500
- +33.6% vs 2024
- Median grant
- $10,500
- Total assets
- $1,020,473
- +4.5% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bernice S Tilton Irrevocable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Pinellas Community Foundation ($11K). Together the top 3 received $32K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 12 grants of 15 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Bernice S Tilton Irrevocable Trust gives
- Giving fell 80% from 2022 to 2025. Method
- In 2025 it paid out 68% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $24K (2024) to $155K (2022). In 2025 it made 3 grants totaling $32K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pinellas Community Foundation Clearwater, FL | General Operating | $10,500 |
| Tampa Bay Research Institute St Petersburg, FL | General Operating | $10,500 |
| Lighthouse of Pinellas Fdn Inc Largo, FL | General Operating | $10,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,020,473 | $90,664 | $46,423 | $31,500 | 3 | $38,667 | $84,633 | $57,265 |
| 2024 | $976,360 | $69,093 | $38,332 | $23,580 | 3 | $32,393 | $61,387 | $54,233 |
| 2023 | $945,273 | $-5,109 | $61,472 | $38,163 | 3 | $53,014 | $16,728 | $48,383 |
| 2022 | $1,011,844 | $50,284 | $182,049 | $154,665 | 3 | $165,622 | $40,269 | $53,766 |
| 2021 | $1,140,793 | $216,359 | $85,904 | $44,223 | 3 | $57,521 | $204,777 | $62,724 |
| 2020 | $1,010,395 | $95,984 | $64,752 | $42,384 | 3 | — | $86,071 | $56,340 |
| 2019 | $979,855 | $44,831 | $67,749 | $45,765 | 3 | — | $34,735 | $55,732 |
Under IRS private-foundation payout rules, Bernice S Tilton Irrevocable Trust reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernice S Tilton Irrevocable Trust's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$22K (2021) → $11K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Trustee).
Frequently asked questions about Bernice S Tilton Irrevocable Trust
How much does Bernice S Tilton Irrevocable Trust give each year?
Bernice S Tilton Irrevocable Trust gave $32K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 3 grants.
What is Bernice S Tilton Irrevocable Trust's typical grant size?
Bernice S Tilton Irrevocable Trust's median grant in 2025 was $10,500, and its average grant was $10,500, across 3 grants on its 2025 IRS Form 990-PF.
Where does Bernice S Tilton Irrevocable Trust give grants?
Bernice S Tilton Irrevocable Trust gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Bernice S Tilton Irrevocable Trust give general operating support?
Yes: 100% of Bernice S Tilton Irrevocable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Bernice S Tilton Irrevocable Trust?
Bernice S Tilton Irrevocable Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Bernice S Tilton Irrevocable Trust's EIN?
Bernice S Tilton Irrevocable Trust's EIN (Employer Identification Number) is 59-7211279. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 4, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
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