The Epoe Hsmcburney Mem FD
The Epoe Hsmcburney Mem FD is a private foundation, based in Orlando, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $8.2M in total assets. In 2025, it awarded 1 grant totaling $409K. Net investment income was $683K.
Key facts about The Epoe Hsmcburney Mem FD
In short: The Epoe Hsmcburney Mem FD gave $409K across 1 grant in 2025 (avg $409K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- EIN
- 58-6029260
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $409,335
- Grants made (2025)
- 1
- Average grant
- $409,335
- Median grant
- $409,335
- Total assets
- $8,200,102
- Primary geography
- Georgia (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
$8.2M
+2.9% YoY
Annual Giving
$409K
+12.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$409K
+12.9% YoY
Under IRS private-foundation payout rules, The Epoe Hsmcburney Mem FD reported a distributable amount of $457K for 2025 — the minimum it must pay out in qualifying distributions.
How The Epoe Hsmcburney Mem FD gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 96% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $341K (2021) to $423K (2022). In 2025 it made 1 grant totaling $409K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Robert W Woodruff Arts Center Inc ($409K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Robert W Woodruff Arts Center Inc Atlanta, GA | General Operating | $409,335 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $8,200,102 | $7,969,990 | $7,699,422 |
| Revenue | $710,399 | $690,930 | $157,210 |
| Expenses | $481,092 | $416,440 | $446,115 |
| Qualifying Distributions | $437,634 | $388,735 | $410,135 |
| Net Investment Income | $682,641 | $663,597 | $197,717 |
| Distributable Amount | $457,381 | $416,741 | $406,767 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
The Epoe Hsmcburney Mem FD's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2022
1 hr/week
$52K (2022) → $52K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $52K, to Truist Bank (Trustee).
Frequently asked questions about The Epoe Hsmcburney Mem FD
How much does The Epoe Hsmcburney Mem FD give each year?
The Epoe Hsmcburney Mem FD gave $409K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $363K across 1 grant.
How large is The Epoe Hsmcburney Mem FD?
The Epoe Hsmcburney Mem FD reported $8.2M in total assets on its 2025 IRS Form 990-PF. It paid out $438K in qualifying distributions that year, against a required minimum of $457K (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.
Where does The Epoe Hsmcburney Mem FD operate?
The Epoe Hsmcburney Mem FD has awarded grants in Georgia.
What is The Epoe Hsmcburney Mem FD's EIN?
The Epoe Hsmcburney Mem FD's EIN (Employer Identification Number) is 58-6029260. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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