Max Wendell & Bertha Tilton Scholarship Fund
Max Wendell & Bertha Tilton Scholarship Fund is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $257K in total assets. In 2025, it awarded 5 grants totaling $11K. Net investment income was $26K.
Max Wendell & Bertha Tilton Scholarship Fund at a glance
In short: Max Wendell & Bertha Tilton Scholarship Fund gave $11K across 5 grants in 2025 (avg $2K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,000
- -21.4% vs 2024
- Grants made (2025)
- 5
- -28.6% vs 2024
- Average grant
- $2,200
- +10.0% vs 2024
- Median grant
- $2,000
- Total assets
- $256,657
- +4.8% vs 2024
- Primary geography
- Massachusetts (59% 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 Max Wendell & Bertha Tilton Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Harvard University ($3K). Together the top 5 received $11K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Max Wendell & Bertha Tilton Scholarship Fund gives
- Giving fell 21% from 2022 to 2025. Method
- In 2025 it paid out 93% 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 $10K (2020) to $14K (2024). In 2025 it made 5 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harvard University Cambridge, MA | Scholarships | $2,500 |
| University of Michigan Ann Arbor, MI | Scholarships | $2,500 |
| Boston University Boston, MA | Scholarships | $2,000 |
| University of Massachusetts-Amherst Amherst, MA | Scholarships | $2,000 |
| Stanford University Stanford, CA | Scholarships | $2,000 |
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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 | $256,657 | $29,167 | $17,476 | $11,000 | 5 | $13,865 | $25,550 | $14,855 |
| 2024 | $244,985 | $10,528 | $21,931 | $14,000 | 7 | $18,774 | $6,743 | $14,387 |
| 2023 | $242,204 | $-381 | $20,484 | $14,000 | 7 | $16,598 | $2,903 | $13,197 |
| 2022 | $254,358 | $47,063 | $20,262 | $14,000 | 6 | $16,768 | $43,520 | $13,589 |
| 2021 | $276,186 | $20,241 | $17,925 | $11,000 | 5 | — | $16,885 | $15,867 |
| 2020 | $238,928 | $20,641 | $15,496 | $10,000 | 7 | — | $18,314 | $13,023 |
| 2019 | $234,806 | $15,630 | $20,107 | $14,000 | 1 | — | $11,263 | $12,991 |
Under IRS private-foundation payout rules, Max Wendell & Bertha Tilton Scholarship Fund reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Max Wendell & Bertha Tilton Scholarship Fund's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$4K (2022) → $4K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2021) — 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 $4K, to Bank of America (Trustee).
Frequently asked questions about Max Wendell & Bertha Tilton Scholarship Fund
How much does Max Wendell & Bertha Tilton Scholarship Fund give each year?
Max Wendell & Bertha Tilton Scholarship Fund gave $11K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 7 grants.
What is Max Wendell & Bertha Tilton Scholarship Fund's typical grant size?
Max Wendell & Bertha Tilton Scholarship Fund's median grant in 2025 was $2,000, and its average grant was $2,200, across 5 grants on its 2025 IRS Form 990-PF.
Where does Max Wendell & Bertha Tilton Scholarship Fund give grants?
Max Wendell & Bertha Tilton Scholarship Fund gives mostly in Massachusetts: 59% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Michigan (23%) and California (18%).
Does Max Wendell & Bertha Tilton Scholarship Fund give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Max Wendell & Bertha Tilton Scholarship Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (5 grants).
Who are Max Wendell & Bertha Tilton Scholarship Fund's largest grantees?
Max Wendell & Bertha Tilton Scholarship Fund's largest 2025 grantees include Harvard University ($2,500), University of Michigan ($2,500) and Boston University ($2,000), according to its 2025 IRS Form 990-PF. Together they received 64% of its itemized 2025 grant dollars.
How large is Max Wendell & Bertha Tilton Scholarship Fund?
Max Wendell & Bertha Tilton Scholarship Fund reported $257K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $15K (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 Max Wendell & Bertha Tilton Scholarship Fund?
Max Wendell & Bertha Tilton Scholarship Fund is a private foundation focused on Education, based in Dallas, TX. It holds $257K in total assets as of 2025.
What is Max Wendell & Bertha Tilton Scholarship Fund's EIN?
Max Wendell & Bertha Tilton Scholarship Fund's EIN (Employer Identification Number) is 59-7268944. 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 December 17, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 21, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 11, 2026)
- IRS filings on file for fiscal years 2019–2025
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