Epic (Eddleman Planned Investment | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Epic (Eddleman Planned Investment. Data shown is extracted from Form 990-PF filings.

EIN: 81-4670705

Foundation Overview

Based in Wilmington, DE, Epic (Eddleman Planned Investment has awarded 18 grants totaling $143,832 to organizations in California, District of Columbia and 3 other states across the US. Individual grants range from $100 to $33,333, with a median award of $3,416.5.

Latest Tax Year
2023
Total Giving (all years)
$143,832
Total Assets
$241,575
Median Grant (all grants)
$3,416.5

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$6,500
% Median Grant Growth
+95% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
California

67% of grants are awarded in California, with additional funding distributed across 4 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Los Angeles (58%), W Hollywood (17%), San Francisco (17%).

Funding Trajectory
+829%

Strong 829% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes + Community Projects

Dual focus on general purposes (56%) and community projects, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Epic (Eddleman Planned Investment's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
W Huggins $6,500 Los Angeles, CA, US Hardship Assistance Grant 2023
B Stoughton $5,000 W Hollywood, CA, US Hardship Assistance Grant 2021
Startout $3,333 San Francisco, CA, US General & Unrestricted 2021
Wikimedia Foundation Inc $500 Washington, DC, US Wikipedia.org Fund 2021
H Calvario $5,000 Hawthorne, CA, US Short-term Emergency Assistance Grant 2020
Johns Hopkins University - Heart And Vascular Inst $33,333 Baltimore, MD, US Traill Readership Fund 2020
Startout $3,333 San Francisco, CA, US General & Unrestricted 2020
The Ucla Foundation $25,000 Los Angeles, CA, US 2020 Williams Institute National Sponsor 2020
Foundation For The Aids Monument $1,000 W Hollywood, CA, US Aids Monument Project 2018
Johns Hopkins University - Heart And Vascular Inst $33,333 Baltimore, MD, US Traill Readership Fund 2018
Lambda Legal Defense And Education Fund Inc $10,000 New York, NY, US General & Unrestricted 2018
Los Angeles Gay And Lesbian Community Services Cen $100 Los Angeles, CA, US 2018 Aids/lifecycle 2018
The Ucla Foundation $10,000 Los Angeles, CA, US Charitable Event 2018
W Huggins $3,500 Los Angeles, CA, US Hardship Assistance Grant 2018
Z Zyskowski $3,200 Los Angeles, CA, US Hardship Assistance Grant 2018
Hough High School Orchestra Patrons $200 Cornelius, NC, US General & Unrestricted 2017
University Of Southern California - Kusc $300 Los Angeles, CA, US General & Unrestricted 2017
Wikimedia Foundation Inc $200 Washington, DC, US General & Unrestricted 2017

Foundations Similar to Epic (Eddleman Planned Investment

Discover 5 foundations with comparable assets ($231,789-$252,195), similar grant patterns, and geographic focus in DE that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 88-3910924 | 2 grants awarded
$239,017
(≈ Similar)
$5,500
median grant
Wilmington, DE
Same state
99%
Excellent match

EIN: 83-1672698 | 16 grants awarded
$237,410
(≈ Similar)
$4,500
median grant
Wilmington, DE
Same state
99%
Excellent match

EIN: 81-4062024 | 57 grants awarded
$251,023
(≈ Similar)
$5,000
median grant
Wilmington, DE
Same state
98%
Excellent match

EIN: 86-2699189 | 15 grants awarded
$231,789
(≈ Similar)
$5,000
median grant
Wilmington, DE
Same state
98%
Excellent match

EIN: 87-2801597 | 10 grants awarded
$252,195
(≈ Similar)
$2,500
median grant
Wilmington, DE
Same state
98%
Excellent match

Contact Information

Official contact details for Epic (Eddleman Planned Investment as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 81-4670705
Website N/A
Address FOUNDATION SOURCE 501 SILVERSIDE RD Wilmington, DE 19809-0000

Key People (1)

Board members, trustees, and key staff who oversee Epic (Eddleman Planned Investment's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Sec, Treas, Dir, Pres Nereyda Rubio

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Epic (Eddleman Planned Investment is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.