Helene and Allen Apter Foundation
Helene and Allen Apter Foundation is a private foundation, based in PHILADELPHIA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $445K in total assets. In 2024, it awarded 5 grants totaling $45K. Net investment income was $33K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$445K
-3.2% YoY
Annual Giving
$45K
+9.8% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$9K
+53.7% YoY
Under IRS private-foundation payout rules, Helene and Allen Apter Foundation reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.
About Helene and Allen Apter Foundation
Based on IRS filings
Helene and Allen Apter Foundation is a private foundation, based in PHILADELPHIA, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $445K in total assets. In 2024, it awarded 5 grants totaling $45K. Net investment income was $33K.
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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 | $444,999 | $459,773 | $480,228 |
| Revenue | $33,098 | $23,483 | $-15,686 |
| Expenses | $48,076 | $43,927 | $7,750 |
| Qualifying Distributions | $47,750 | $43,750 | $7,750 |
| Net Investment Income | $33,098 | $23,483 | $12,976 |
| Distributable Amount | $36,798 | $34,246 | $34,007 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Heart Association ($10,000), Juvenile Diabetes Research Foundation ($10,000), Pancreatic Cancer Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN HEART ASSOCIATION DALLAS, TX | GENERAL CHARITABLE | $10,000 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY BOCA RATON, FL | .GENERAL CHARITABLE | $5,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION NEW YORK, NY | GENERAL CHARITABLE | $10,000 |
| PANCREATIC CANCER FOUNDATION WOODBURY, NY | GENERAL CHARITABLE | $10,000 |
| WORLD CENTRAL KITCHEN WASHINGTON, DC | GENERAL CHARITABLE | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HELENE APTER | PRES/DIR | — | — |
| JOSHUA APTER | VP/DIR | — | — |
| SHERRI APTER WEXLER | SEC/TREAS/DIR | — | — |
Frequently Asked Questions
How large is Helene and Allen Apter Foundation?
As of 2024, Helene and Allen Apter Foundation holds $445K in total assets with $33K in annual revenue. It awarded 5 grants totaling $45K in 2024.
Where does Helene and Allen Apter Foundation operate?
Helene and Allen Apter Foundation has awarded grants in District of Columbia, Florida, Louisiana, Maryland, New York, Texas.
What size grants does Helene and Allen Apter Foundation award?
In 2024, Helene and Allen Apter Foundation awarded 5 grants totaling $45K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Helene and Allen Apter Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helene and Allen Apter Foundation reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helene and Allen Apter Foundation's EIN?
Helene and Allen Apter Foundation's EIN (Employer Identification Number) is 23-2724364. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helene and Allen Apter Foundation'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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