Helene and Allen Apter Foundation
Helene and Allen Apter Foundation is a private foundation, based in Philadelphia, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $484K in total assets. In 2025, it awarded 4 grants totaling $35K. Net investment income was $27K.
Helene and Allen Apter Foundation at a glance
In short: Helene and Allen Apter Foundation gave $35K across 4 grants in 2025 (avg $9K), top state Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,000
- -22.2% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $8,750
- -2.8% vs 2024
- Median grant
- $10,000
- Total assets
- $484,356
- +8.8% vs 2024
- Primary geography
- Maryland (29% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Helene and Allen Apter Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Juvenile Diabetes Research Foundation ($10K). Together the top 4 received $35K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 18 grants of 18 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Helene and Allen Apter Foundation gives
- Giving grew 600% from 2022 to 2025. Method
- In 2025 it paid out 99% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $5K (2019) to $45K (2024). In 2025 it made 4 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Juvenile Diabetes Research Foundation Hagerstown, MD | General Charitable | $10,000 |
| University of Pennsylvania Hospital Philadelphia, PA | General Charitable | $10,000 |
| World Central Kitchen Washington, DC | General Charitable | $10,000 |
| Jewish Federation of South Palm Beach County Boca Raton, FL | General Chartiable | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $484,356 | $76,961 | $37,610 | $35,000 | 4 | $37,150 | $26,961 | $37,591 |
| 2024 | $444,999 | $33,098 | $48,076 | $45,000 | 5 | $47,750 | $33,098 | $36,798 |
| 2023 | $459,773 | $23,483 | $43,927 | $41,000 | 7 | $43,750 | $23,483 | $34,246 |
| 2022 | $480,228 | $-15,686 | $7,750 | $5,000 | 1 | $7,750 | $12,976 | $34,007 |
| 2021 | $503,345 | $20,410 | $7,225 | $5,000 | 1 | $7,225 | $20,410 | $35,803 |
| 2020 | $490,160 | $11,083 | $2,250 | — | — | — | $12,497 | $30,268 |
| 2019 | $481,327 | $24,958 | $9,080 | $5,000 | 1 | — | $24,958 | $28,318 |
Under IRS private-foundation payout rules, Helene and Allen Apter Foundation reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helene and Allen Apter Foundation is led by Helene Apter, President & Director on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Helene Apter
President & Director
On filings since 2019
No compensation reported
Joshua Apter
Vice President & Director
On filings since 2019
No compensation reported
Sherri Apter Wexler
Secretary, Treasurer & Director
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Helene and Allen Apter Foundation
How much does Helene and Allen Apter Foundation give each year?
Helene and Allen Apter Foundation gave $35K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 5 grants.
What is Helene and Allen Apter Foundation's typical grant size?
Helene and Allen Apter Foundation's median grant in 2025 was $10,000, and its average grant was $8,750, across 4 grants on its 2025 IRS Form 990-PF.
Where does Helene and Allen Apter Foundation give grants?
Helene and Allen Apter Foundation's top state is Maryland, with 29% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Pennsylvania (29%) and District of Columbia (29%).
Does Helene and Allen Apter Foundation give general operating support?
Yes: 100% of Helene and Allen Apter Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Helene and Allen Apter Foundation?
Helene and Allen Apter Foundation reported $484K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $38K (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.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 5, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
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Figures come from Helene and Allen Apter Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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