EPIC (Eddleman Planned Investment
EPIC (Eddleman Planned Investment is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $145K in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $11K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$145K
-39.1% YoY
Annual Giving
$25K
+284.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$25K
+284.6% YoY
Under IRS private-foundation payout rules, EPIC (Eddleman Planned Investment reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.
About EPIC (Eddleman Planned Investment
Based on IRS filings
EPIC (Eddleman Planned Investment is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $145K in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $11K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $144,866 | $238,008 | $368,043 |
| Revenue | $11,383 | $-43,844 | $10,117 |
| Expenses | $104,525 | $86,191 | $80,053 |
| Qualifying Distributions | $104,525 | $86,191 | $80,053 |
| Net Investment Income | $11,383 | $1,047 | $117 |
| Distributable Amount | $6,750 | $13,643 | $17,260 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include From the Heart Productions Inc ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FROM THE HEART PRODUCTIONS INC OXNARD, CA | In support of Pursuit of Equality | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Nereyda Rubio | Sec, Treas, Dir, Pres | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is EPIC (Eddleman Planned Investment?
EPIC (Eddleman Planned Investment is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $145K in total assets as of 2024.
How large is EPIC (Eddleman Planned Investment?
As of 2024, EPIC (Eddleman Planned Investment holds $145K in total assets with $11K in annual revenue. It awarded 1 grants totaling $25K in 2024.
Where does EPIC (Eddleman Planned Investment operate?
EPIC (Eddleman Planned Investment has awarded grants in California, District of Columbia, Maryland.
What size grants does EPIC (Eddleman Planned Investment award?
In 2024, EPIC (Eddleman Planned Investment awarded 1 grants totaling $25K — an average of about $25K per grant, based on its IRS Form 990 filings.
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 2024, EPIC (Eddleman Planned Investment reported a distributable amount of $7K 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 2020–2024.
Explore Open Grants
Browse active grant opportunities in EPIC (Eddleman Planned Investment's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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