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
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.
Ready to take the next step with Helene and Allen Apter Foundation?
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
No grants recorded for .
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 | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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