Helene And Allen Apter Foundation

Philadelphia, PA
Tax-exempt since May 1994
EIN: 23-2724364

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$33.1k (2024)

Expenses

$48.1k (2024)

Total Assets

$445k (2024)

Total Liabilities

$512 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$33,098

Expenses

$48,076

Net Income

-$14,978

Net Assets

$444,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,155	57.9%
Sales of Assets	$13,943	42.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,750	99.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$444,999
Total Liabilities	$512
Net Assets	$444,487

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$23,483

Expenses

$43,927

Net Income

-$20,444

Net Assets

$459,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,168	73.1%
Sales of Assets	$6,315	26.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,750	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$459,773
Total Liabilities	$308
Net Assets	$459,465

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$15,686

Expenses

$7,750

Net Income

-$23,436

Net Assets

$479,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,976
Sales of Assets	-$28,662
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,750	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$480,228
Total Liabilities	$319
Net Assets	$479,909

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$20,410

Expenses

$7,225

Net Income

$13,185

Net Assets

$503,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,483	66.1%
Sales of Assets	$6,927	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,225	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$503,345
Total Liabilities	$0
Net Assets	$503,345

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$11,083

Expenses

$2,250

Net Income

$8,833

Net Assets

$490,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,497	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,250	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$490,160
Total Liabilities	$1
Net Assets	$490,159

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$24,958

Expenses

$9,080

Net Income

$15,878

Net Assets

$481,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,052	52.3%
Sales of Assets	$11,906	47.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,150	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$481,327
Total Liabilities	$1
Net Assets	$481,326

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on June 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$57,706

Expenses

$47,401

Net Income

$10,305

Net Assets

$465,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	17.3%
Interest Revenue	$0
Dividends	$13,420	23.3%
Sales of Assets	$34,286	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,015	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$465,449
Total Liabilities	$0
Net Assets	$465,449

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on May 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$19,294

Expenses

$46,603

Net Income

-$27,309

Net Assets

$455,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,496	69.9%
Sales of Assets	$5,798	30.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,584	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$455,144
Total Liabilities	$0
Net Assets	$455,144

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$11,695

Expenses

$46,472

Net Income

-$34,777

Net Assets

$482,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,125	> 100%
Sales of Assets	-$2,430
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,472	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$482,453
Total Liabilities	$0
Net Assets	$482,453

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$16,800

Expenses

$77,378

Net Income

-$60,578

Net Assets

$517,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,318	91.2%
Sales of Assets	$1,482	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,087	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$517,230
Total Liabilities	$0
Net Assets	$517,230

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on May 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$28,541

Expenses

$95,401

Net Income

-$66,860

Net Assets

$577,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,558	65.0%
Sales of Assets	$9,983	35.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,815	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$577,808
Total Liabilities	$0
Net Assets	$577,808

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Sec/Treas/Dir)	$0	$0

990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$42,911

Expenses

$189,076

Net Income

-$146,165

Net Assets

$644,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,656	45.8%
Sales of Assets	$23,255	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,076	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$644,668
Total Liabilities	$0
Net Assets	$644,668

Compensation

Key Employees and Officers	Compensation	Other
Helene Apter (Pres/Dir)	$0	$0
Joshua Apter (Vp/Dir)	$0	$0
Sherri Apter Wexler (Vp/Dir)	$0	$0
Allen Apter (Sec/Treas/Dir)	$0	$0

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990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$349,280

Expenses

$261,358

Net Income

$87,922

Net Assets

$790,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$312,840	89.6%
Interest Revenue	$9,720	2.8%
Dividends	$12,642	3.6%
Sales of Assets	$14,078	4.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,611	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$790,833
Total Liabilities	$0
Net Assets	$790,833

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$151,106

Expenses

$166,363

Net Income

-$15,257

Net Assets

$702,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,790	83.2%
Interest Revenue	$4	0.0%
Dividends	$21,963	14.5%
Sales of Assets	$3,349	2.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,363	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$702,911
Total Liabilities	$0
Net Assets	$702,911

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Helene And Allen Apter Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $33.1k (2024)

Expenses $48.1k (2024)

Total Assets $445k (2024)

Total Liabilities $512 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$33.1k (2024)

Expenses

$48.1k (2024)

Total Assets

$445k (2024)

Total Liabilities

$512 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001