Bernice S Tilton Irrevocable Trust
Bernice S Tilton Irrevocable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $976K in total assets. In 2024, it awarded 3 grants totaling $24K. Net investment income was $61K.
Key facts about Bernice S Tilton Irrevocable Trust
- EIN
- 59-7211279
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $23,580
- Grants made (2024)
- 3
- Average grant
- $7,860
- Median grant
- $7,860
- Total assets
- $976,360
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who Bernice S Tilton Irrevocable Trust funds
By grant dollars, the top recipient states for Bernice S Tilton Irrevocable Trust's 3 itemized 2024 grants were Florida (100%). 100% of grants with a stated purpose were for general or operating support.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$976K
+3.3% YoY
Annual Giving
$24K
-38.2% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$8K
-38.2% YoY
Under IRS private-foundation payout rules, Bernice S Tilton Irrevocable Trust reported a distributable amount of $54K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernice S Tilton Irrevocable Trust
Based on IRS filings
Bernice S Tilton Irrevocable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $976K in total assets. In 2024, it awarded 3 grants totaling $24K. Net investment income was $61K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $976,360 | $945,273 | $1,011,844 |
| Revenue | $69,093 | $-5,109 | $50,284 |
| Expenses | $38,332 | $61,472 | $182,049 |
| Qualifying Distributions | $32,393 | $53,014 | $165,622 |
| Net Investment Income | $61,387 | $16,728 | $40,269 |
| Distributable Amount | $54,233 | $48,383 | $53,766 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Pinellas Community Foundation ($7,860), Tampa Bay Research Institute ($7,860), Lighthouse of Pinellas Fdn Inc ($7,860).
| Recipient | Purpose | Amount |
|---|---|---|
| PINELLAS COMMUNITY FOUNDATION CLEARWATER, FL | GENERAL OPERATING | $7,860 |
| TAMPA BAY RESEARCH INSTITUTE ST PETERSBURG, FL | GENERAL OPERATING | $7,860 |
| LIGHTHOUSE OF PINELLAS FDN INC LARGO, FL | GENERAL OPERATING | $7,860 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $11,516 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernice S Tilton Irrevocable Trust?
Bernice S Tilton Irrevocable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $976K in total assets as of 2024.
How large is Bernice S Tilton Irrevocable Trust?
As of 2024, Bernice S Tilton Irrevocable Trust holds $976K in total assets with $69K in annual revenue. It awarded 3 grants totaling $24K in 2024.
Where does Bernice S Tilton Irrevocable Trust operate?
Bernice S Tilton Irrevocable Trust has awarded grants in Florida.
What size grants does Bernice S Tilton Irrevocable Trust award?
In 2024, Bernice S Tilton Irrevocable Trust awarded 3 grants totaling $24K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Bernice S Tilton Irrevocable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernice S Tilton Irrevocable Trust reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.