EPIC (Eddleman Planned Investment

Private foundation · Grantmaker Wilmington, DE EIN: 81-4670705

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.

Key facts about EPIC (Eddleman Planned Investment

In short: EPIC (Eddleman Planned Investment gave $62K across 3 grants in 2025 (avg $21K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
81-4670705
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$62,075
Grants made (2025)
3
Average grant
$20,692
Median grant
$6,500
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$62K

+148.3% YoY

Grant Count

3

+200.0% YoY

Avg Grant Size

$21K

-17.2% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

Los AngelesSan FranciscoBaltimoreHawthorneOxnardPasadenaW HollywoodWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K4 grants2020 3 grants2021 0 grants2022 1 grant2023 1 grant2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $7K (2023) to $67K (2020). In 2025 it made 3 grants totaling $62K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

California Institute of Technology: $50KCalifornia Institute ofTechnology$50KW Huggins: $7KW Huggins$7KThe UCLA Foundation: $6KThe UCLA Foundation$6K

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

7<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 8 (88%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
California Institute of Technology Pasadena, CACaltech and JPL Disaster Relief Fund$50,000
W Huggins Los Angeles, CAHardship Assistance Grant$6,500
The UCLA Foundation Los Angeles, CAWilliams Institute Fund$5,575

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets—$144,866$238,008
Revenue$511$11,383$-43,844
Expenses$145,377$104,525$86,191
Qualifying Distributions$145,234$104,525$86,191
Net Investment Income$511$11,383$1,047
Distributable Amount$779$6,750$13,643

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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.

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