EPIC (Eddleman Planned Investment
EPIC (Eddleman Planned Investment is a private foundation, based in Wilmington, DE. IRS filing data is available from 2020 through 2025. In 2025, it awarded 3 grants totaling $62K. Net investment income was $511.
EPIC (Eddleman Planned Investment at a glance
In short: EPIC (Eddleman Planned Investment gave $62K across 3 grants in 2025 (avg $21K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $62,075
- +148.3% vs 2024
- Grants made (2025)
- 3
- +200.0% vs 2024
- Average grant
- $20,692
- -17.2% vs 2024
- Median grant
- $6,500
- Primary geography
- California (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 EPIC (Eddleman Planned Investment funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was California Institute of Technology ($50K). Together the top 3 received $62K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 7 grants of 8 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How EPIC (Eddleman Planned Investment gives
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $7K (2023) to $67K (2020). In 2025 it made 3 grants totaling $62K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| California Institute of Technology Pasadena, CA | Caltech and JPL Disaster Relief Fund | $50,000 |
| W Huggins Los Angeles, CA | Hardship Assistance Grant | $6,500 |
| The UCLA Foundation Los Angeles, CA | Williams Institute Fund | $5,575 |
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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 | — | $511 | $145,377 | $62,075 | 3 | $145,234 | $511 | $779 |
| 2024 | $144,866 | $11,383 | $104,525 | $25,000 | 1 | $104,525 | $11,383 | $6,750 |
| 2023 | $238,008 | $-43,844 | $86,191 | $6,500 | 1 | $86,191 | $1,047 | $13,643 |
| 2022 | $368,043 | $10,117 | $80,053 | — | — | $80,053 | $117 | $17,260 |
| 2021 | $437,979 | $70,323 | $16,521 | $8,833 | 3 | $14,211 | $70,323 | $19,606 |
| 2020 | $384,177 | $203,389 | $151,596 | $66,666 | 4 | — | $374,161 | $19,850 |
Under IRS private-foundation payout rules, EPIC (Eddleman Planned Investment reported a distributable amount of $779 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
EPIC (Eddleman Planned Investment is led by Nereyda Rubio, Secretary, Treasurer, Director & President since 2023 (on filings since 2022) — the only officer listed, and uncompensated.
Officers on the 2025 filing
Nereyda Rubio
Secretary, Treasurer, Director & President
Pres*, Dir*, Secretary & Treasurer → Secretary, Treasurer, Director & President, 2023
On filings since 2022
5 hrs/week
No compensation reported
Former officers (2)
- Former: Roy T Eddleman (2020–2022) — Director & President
- Former: Nereyda Barron (2020–2021) — Secretary & Treasurer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about EPIC (Eddleman Planned Investment
How much does EPIC (Eddleman Planned Investment give each year?
EPIC (Eddleman Planned Investment gave $62K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 1 grant.
What is EPIC (Eddleman Planned Investment's typical grant size?
EPIC (Eddleman Planned Investment's median grant in 2025 was $6,500, and its average grant was $20,692, across 3 grants on its 2025 IRS Form 990-PF.
Where does EPIC (Eddleman Planned Investment give grants?
EPIC (Eddleman Planned Investment gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Los Angeles, CA (2 grants).
Does EPIC (Eddleman Planned Investment give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on EPIC (Eddleman Planned Investment's 2025 IRS Form 990-PF were described as general or operating support.
How much is EPIC (Eddleman Planned Investment required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, EPIC (Eddleman Planned Investment reported a distributable amount of $779 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is EPIC (Eddleman Planned Investment's EIN?
EPIC (Eddleman Planned Investment's EIN (Employer Identification Number) is 81-4670705. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work EPIC (Eddleman Planned Investment funds
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