John Apostle & Helen Apostle Foundation

NEWPORT BEACH, CA EIN: 33-0262230

The John Apostle & Helen Apostle Foundation is a private foundation established in 1988 and based in Newport Beach, California. The foundation operates as a family foundation committed to philanthropic work in the Long Beach area and beyond. It is administered by Northern Trust Company and maintains a focus on supporting nonprofit organizations that create measurable community impact.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$40.7M

-0.4% YoY

Annual Giving

$1.8M

-6.3% YoY

Grant Count

20

+11.1% YoY

Avg Grant Size

$91K

-15.6% YoY

Under IRS private-foundation payout rules, John Apostle & Helen Apostle Foundation reported a distributable amount of $2.3M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation is committed to improving the lives of residents of Long Beach, California, through support of nonprofit organizations and programs in the following areas:

  • Social Services
  • Education
  • Arts and Sciences

The foundation places particular emphasis on programs that assist children and seniors in need. The foundation was created to honor the legacies of John and Helen Apostle, Long Beach-based entrepreneurs who were actively involved in local civic and philanthropic endeavors, particularly within the Greek community.

Grantmaking

Typical awards range from $6,399 to $300,000.

Grant Range

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Long Beach, California. Grant distribution also extends to other California cities and select locations in other states including New York, Virginia, and Wisconsin.

Grant Distribution by State

4states

Cities

AnnandaleClaremontCypressDunlapElm GroveLong BeachLos AngelesNew YorkSignal Hill

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2024):

  • Total assets: $40,729,898
  • Total revenues: $2,034,797
  • Total expenses: $2,473,461
  • Total liabilities: $0

Income Sources (2024):

  • Investment income and dividends: $706,930
  • Net gain from sale of non-inventory assets: $1,327,835

Historical Context (2023):

  • Total assets: $40.9 million
  • Total revenues: $3.5 million
  • Total expenses: $2.53 million
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$962K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$40,729,898$40,884,803$39,816,471
Revenue$2,034,797$3,498,518$1,647,350
Expenses$2,473,461$2,532,203$2,893,304
Qualifying Distributions$2,021,427$2,126,967$2,442,724
Net Investment Income$1,200,786$3,451,018$1,219,585
Distributable Amount$2,296,711$2,105,645$2,254,429

Giving Over Time

Total grant dollars and number of grants per year

$0$550K$1M$2M$2M18 grants202018 grants202122 grants202218 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LONG BEACH RESCUE MISSION$300KLONG BEACH DAY NURSERY$200KASSISTANCE LEAGUE OF LON…$180KCSULB FOUNDATION$150KGREEK ORTHODOX CHURCH OF…$150KMEMORIAL MEDICAL CENTER …$150KLONG BEACH CITY COLLEGE …$130KAHEPA SCHOLARSHIP FOUNDA…$100KLONG BEACH PUBLIC LIBRAR…$100KCFA TRINITY YOUTH SERVICES$50K

Grant Size Distribution

96 grants across all recorded years

18<$50K12$50–100K65$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Long Beach Rescue Mission ($300,000), Long Beach Day Nursery ($200,000), Assistance League of Long Beach ($180,000).

RecipientPurposeAmount
AHEPA SCHOLARSHIP FOUNDATION ELM GROVE, WISTUDENT SCHOLARSHIPS$100,000
ASSISTANCE LEAGUE OF LONG BEACH LONG BEACH, CAOPERATION SCHOOL BELL SUPPORT REQUEST$180,000
CFA TRINITY YOUTH SERVICES CLAREMONT, CASOCIAL SERVICE$50,000
CSULB FOUNDATION LONG BEACH, CAAPOSTLE ENTERPRISE LAB$150,000
GREEK ORTHODOX CHURCH OF LONG BEACH LONG BEACH, CASOCIAL SERVICE$50,000
GREEK ORTHODOX CHURCH OF LONG BEACH LONG BEACH, CAAPOSTLE MEMORIAL SCHOLARSHIP, APOSTLE EDUCATION ACADEMY AND APOSTLE MATCHING FUND CAP CAMPAIGN$150,000
GROUND EDUCATION SIGNAL HILL, CASOCIAL SERVICE$20,000
LONG BEACH BLAST LONG BEACH, CASOCIAL SERVICE$30,000
LONG BEACH CITY COLLEGE FOUNDATION LONG BEACH, CASOCIAL SERVICE$130,000
LONG BEACH DAY NURSERY LONG BEACH, CAEDUCATION PROGRAMS$200,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • Gary Van Arnam – Senior Vice President, Northern Trust, Foundation Co-Trustee
  • James J. Sullos Jr. – Trustee
  • John J. Swigart Jr. – Trustee
  • Northern Trust Company – Trustee

Compensation Overview

From 2024 IRS filing

WHITTIER TRUST COMPANYTRUSTEE$278KJAMES J SULLOS JRTRUSTEE$117KJOHN J SWIGART JRTRUSTEE$117KNORTHERN TRUST COMPANYTRUSTEE$15K

From 2024 filing

NameTitleHoursCompensation
JAMES J SULLOS JRTRUSTEE5$117,268
JOHN J SWIGART JRTRUSTEE5$117,268
NORTHERN TRUST COMPANYTRUSTEE5$15,097
WHITTIER TRUST COMPANYTRUSTEE5$278,259

Contact Information

Address: 4695 Macarthur Court, Suite 1500 Newport Beach, CA 92660-8885

Phone: 949-216-2175

Website: ntrs.com

EIN: 33-0262230

Frequently Asked Questions

What does John Apostle & Helen Apostle Foundation fund?

The foundation is committed to improving the lives of residents of Long Beach, California, through support of nonprofit organizations and programs in the following areas: • **Social Services** • **Education** • **Arts and Sciences** The foundation places particular emphasis on programs that assist children and seniors in need. The foundation was created to honor the legacies of John and Helen Apostle, Long Beach-based entrepreneurs who were actively involved in local civic and philanthropic end…

How do I apply for a grant from John Apostle & Helen Apostle Foundation?

**Grant Activity:** • Total giving (2024): $1,820,000 • Total assets: $40,729,898 • Number of employees: 3 **Grant Sizes:** Typical awards range from $6,399 to $300,000. **Recent Grants (2024):** • Long Beach Rescue Mission (Apostle House): $300,000 • Long Beach Day Nursery (Education Programs): $200,000 • Assistance League of Long Beach (Operation School Bell Support Request): $180,000 The foundation supports nonprofit organizations and charitable programs located in Long Beach and those that …

Where does John Apostle & Helen Apostle Foundation make grants?

The foundation primarily funds organizations in Long Beach, California. Grant distribution also extends to other California cities and select locations in other states including New York, Virginia, and Wisconsin.

What size grants does John Apostle & Helen Apostle Foundation award?

In 2024, John Apostle & Helen Apostle Foundation awarded 20 grants totaling $1.8M — an average of about $91K per grant, based on its IRS Form 990 filings.

How much is John Apostle & Helen Apostle Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John Apostle & Helen Apostle Foundation reported a distributable amount of $2.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John Apostle & Helen Apostle Foundation's EIN?

John Apostle & Helen Apostle Foundation's EIN (Employer Identification Number) is 33-0262230. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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