The Epoe Hsmcburney Mem Fd

ORLANDO, FL EIN: 58-6029260

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 grants totaling $409K. Net investment income was $683K.

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

+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.

About The Epoe Hsmcburney Mem Fd

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $1.9M (100%)

States

Georgia

Cities

Atlanta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Robert W Woodruff Arts Center Inc ($409,335).

Recipient	Purpose	Amount
ROBERT W WOODRUFF ARTS CENTER INC ATLANTA, GA	GENERAL OPERATING	$409,335

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$51,598

Frequently Asked Questions

How large is The Epoe Hsmcburney Mem Fd?

As of 2025, The Epoe Hsmcburney Mem Fd holds $8.2M in total assets with $710K in annual revenue. It awarded 1 grants totaling $409K in 2025.

Where does The Epoe Hsmcburney Mem Fd operate?

The Epoe Hsmcburney Mem Fd has awarded grants in Georgia.

What size grants does The Epoe Hsmcburney Mem Fd award?

In 2025, The Epoe Hsmcburney Mem Fd awarded 1 grants totaling $409K — an average of about $409K per grant, based on its IRS Form 990 filings.

How much is The Epoe Hsmcburney Mem Fd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Epoe Hsmcburney Mem Fd reported a distributable amount of $457K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.