John Apostle & Helen Apostle Foundation

Foundation · Grantmaker Newport Beach, CA EIN: 33-0262230

The John Apostle & Helen Apostle Foundation is a private foundation based in Newport Beach, California. In 2024, it reported 20 grants totaling $1,820,000, with most grant dollars going to recipients in California.

Key facts about John Apostle & Helen Apostle Foundation

In short: John Apostle & Helen Apostle Foundation gave $1.8M across 20 grants in 2024 (avg $91K), mostly in California. 22% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
33-0262230
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,820,000
Grants made (2024)
20
Average grant
$91,000
Median grant
$50,000
New grantees (estimate)
22% first-time grantees (4 of 18, 2024)
Total assets
$40,729,898
Primary geography
California (95% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

Is John Apostle & Helen Apostle Foundation open to new grantees?

22%

first-time grantees, 2024

In 2024, 4 of 18 grantees (22%) were first-time recipients. First grants averaged $14K; repeat grants $126K. How we count

Medians: $13K first-time, $115K repeat.

  • 72% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−11%). Method
  • In 2024 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

No mission statement for the foundation is provided. Its grants show support for a range of charitable organizations and programs. For example, Long Beach Rescue Mission describes its mission as providing temporary housing, clothing, counseling, food, and financial assistance to homeless individuals. Long Beach Day Nursery says it provides early care and education for young children of working parents. Assistance League of Long Beach describes its mission as improving lives to help communities thrive.

Grantmaking

In 2024, the foundation made 20 grants totaling $1,820,000. Grants ranged from $10,000 to $300,000, with a median of $50,000. Among the largest listed awards were $300,000 to Long Beach Rescue Mission for Apostle House; $200,000 to Long Beach Day Nursery for education programs; and $180,000 to Assistance League of Long Beach for Operation School Bell support. Other awards included $150,000 to CSULB Foundation for the Apostle Enterprise Lab and $100,000 to AHEPA Scholarship Foundation for student scholarships.

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Geographic Focus

Where this funder awards grants

In 2024, 95% of grant dollars went to recipients in California and 5% to recipients in Wisconsin. The listed grants include numerous Long Beach organizations.

Grant Distribution by State

4states

Share of all 20 itemized 2024 grant dollars.

Cities

Long BeachClaremontDunlapElm GroveNew YorkAnnandaleCypressLos AngelesSignal Hill

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M18 grants202018 grants202122 grants202218 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Long Beach Rescue Mission: $345K across 2 grantsLong Beach Rescue Mission$345K · 2 grantsGreek Orthodox Church of Long Beach: $200K across 2 grantsGreek Orthodox Church of LongBeach$200K · 2 grantsLong Beach Day Nursery: $200KLong Beach Day Nursery$200KAssistance League of Long Beach: $180KAssistance League of LongBeach$180KCsulb Foundation: $150KCsulb Foundation$150KMemorial Medical Center Foundation: $150KMemorial Medical CenterFoundation$150KLong Beach City College Foundation: $130KLong Beach City CollegeFoundation$130KAhepa Scholarship Foundation: $100KAhepa Scholarship Foundation$100KLong Beach Public Library Foundation: $100KLong Beach Public LibraryFoundation$100KCfa Trinity Youth Services: $50KCfa 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

RecipientPurposeAmount
LONG BEACH RESCUE MISSION Long Beach, CAAPOSTLE HOUSE$300,000
LONG BEACH DAY NURSERY Long Beach, CAEDUCATION PROGRAMS$200,000
ASSISTANCE LEAGUE OF LONG BEACH Long Beach, CAOPERATION SCHOOL BELL SUPPORT REQUEST$180,000
CSULB FOUNDATION Long Beach, CAAPOSTLE ENTERPRISE LAB$150,000
GREEK ORTHODOX CHURCH OF LONG BEACH Long Beach, CAAPOSTLE MEMORIAL SCHOLARSHIP, APOSTLE EDUCATION ACADEMY AND APOSTLE MATCHING FUND CAP CAMPAIGN$150,000
MEMORIAL MEDICAL CENTER FOUNDATION Long Beach, CASOCIAL SERVICE$150,000
LONG BEACH CITY COLLEGE FOUNDATION Long Beach, CASOCIAL SERVICE$130,000
AHEPA SCHOLARSHIP FOUNDATION Elm Grove, WISTUDENT SCHOLARSHIPS$100,000
LONG BEACH PUBLIC LIBRARY FOUNDATION Long Beach, CASOCIAL SERVICE$100,000
CFA TRINITY YOUTH SERVICES Claremont, CASOCIAL SERVICE$50,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grant sum Grant count
2024 $40,729,898 $2,034,797 $2,473,461 $1,820,000 20
2023 $40,884,803 $3,498,518 $2,532,203 $1,941,399 18
2022 $39,816,471 $1,647,350 $2,893,304 $2,200,000 22
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists James J. Sullos Jr., John J. Swigart Jr., Northern Trust Company, and Whittier Trust Company as trustees.

John Apostle & Helen Apostle Foundation's 2024 filing lists 4 officers; all 4 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • James J. Sullos Jr.

    Trustee

    On filings since 2020

    5 hrs/week

    $108K (2020) → $117K (2024)

  • John J. Swigart Jr.

    Trustee

    On filings since 2020

    5 hrs/week

    $108K (2020) → $117K (2024)

  • Northern Trust Company

    Trustee

    On filings since 2020

    5 hrs/week

    $327K (2020) → $15K (2024)

  • Whittier Trust Company

    Trustee

    New on the 2024 filing

    5 hrs/week

    $278K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Whittier Trust Company — Trustee: $278KWhittier Trust CompanyTrustee$278KJames J Sullos Jr — Trustee: $117KJames J Sullos JrTrustee$117KJohn J Swigart Jr — Trustee: $117KJohn J Swigart JrTrustee$117KNorthern Trust Company — Trustee: $15KNorthern Trust CompanyTrustee$15K

Contact

Mailing address: 4695 Macarthur Court 1500, Newport Beach, CA 92660
Phone: (949) 216-2175

Frequently asked questions about John Apostle & Helen Apostle Foundation

How much does John Apostle & Helen Apostle Foundation give each year?

John Apostle & Helen Apostle Foundation gave $1.8M across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.9M across 18 grants.

What is John Apostle & Helen Apostle Foundation's typical grant size?

John Apostle & Helen Apostle Foundation's median grant in 2024 was $50,000, and its average grant was $91,000, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from John Apostle & Helen Apostle Foundation that year got $14K on average.

Where does John Apostle & Helen Apostle Foundation give grants?

John Apostle & Helen Apostle Foundation gives mostly in California: 95% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (5%). The most frequent recipient cities were Long Beach, CA (15 grants).

Does John Apostle & Helen Apostle Foundation give general operating support?

Not in 2024: none of the 20 grants with a stated purpose on John Apostle & Helen Apostle Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Social Service" (13 grants).

Who are John Apostle & Helen Apostle Foundation's largest grantees?

John Apostle & Helen Apostle Foundation's largest 2024 grantees include Long Beach Rescue Mission ($345,000 across 2 grants), Greek Orthodox Church of Long Beach ($200,000 across 2 grants) and Long Beach Day Nursery ($200,000), according to its 2024 IRS Form 990-PF. Together they received 41% of its itemized 2024 grant dollars.

How large is John Apostle & Helen Apostle Foundation?

John Apostle & Helen Apostle Foundation reported $40.7M in total assets on its 2024 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $2.3M (roughly 5% of its investment assets).

What does John Apostle & Helen Apostle Foundation fund?

No mission statement for the foundation is provided. Its grants show support for a range of charitable organizations and programs. For example, Long Beach Rescue Mission describes its mission as providing temporary housing, clothing, counseling, food, and financial assistance to homeless individuals. Long Beach Day Nursery says it provides early care and education for young children of working parents. Assistance League of Long Beach describes its mission as improving lives to help communities …

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

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

Does John Apostle & Helen Apostle Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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