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Nonprofit · EIN 23-2724364

HELENE AND ALLEN APTER FOUNDATION

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$23K$44K2023$33K$48K2024$77K$38K2025
Revenue Expenses · by fiscal year end
Financials of HELENE AND ALLEN APTER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$76,961$37,610$39,351$484,356$518$483,838
December 31, 2024990-PF$33,098$48,076-$14,978$444,999$512$444,487
December 31, 2023990-PF$23,483$43,927-$20,444$459,773$308$459,465
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$50,000
Dividends
$19,665
Net gain from sales of assets
$7,296

Expenses

Grants and similar amounts paid
$35,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$37,150
Excise tax on investment income
$375

Balance sheet and other

Total assets, start of year
$444,999
Total assets, end of year
$484,356
Total liabilities, end of year
$518
Net assets, end of year
$483,838
Fair market value of assets
$839,643
Qualifying distributions
$37,150
Net investment income
$26,961

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HELENE APTER
4001 NORTH OCEAN BLVD B501, BOCA RATON, FL 33431
PRES/DIR0$0
JOSHUA APTER
145 BERKELEY PLACE, BROOKLYN, NY 11217
VP/DIR0$0
SHERRI APTER WEXLER
819 CHAUNCEY ROAD, PENN VALLEY, PA 19072
SEC/TREAS/DIR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
HELENE APTER
4001 NORTH OCEAN BLVD B501, BOCA RATON, FL 33431
PRES/DIR0$0
JOSHUA APTER
145 BERKELEY PLACE, BROOKLYN, NY 11217
VP/DIR0$0
SHERRI APTER WEXLER
819 CHAUNCEY ROAD, PENN VALLEY, PA 19072
SEC/TREAS/DIR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
HELENE APTER
4001 NORTH OCEAN BLVD B501, BOCA RATON, FL 33431
PRES/DIR0$0
JOSHUA APTER
145 BERKELEY PLACE, BROOKLYN, NY 11217
VP/DIR0$0
SHERRI APTER WEXLER
819 CHAUNCEY ROAD, PENN VALLEY, PA 19072
SEC/TREAS/DIR0$0

Address and contacts

Address (IRS master file)
1650 MARKET ST STE 2800, PHILADELPHIA, PA 19103-7325
In care of
% WESCO
Signed the 990-PF
HELENE APTER, PRESIDENT
Phone
(215) 665-3733
Return prepared by
SCHWARTZ LASSON HARRIS LTD

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-2724364
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$484,356
Income (IRS master file)
$151,958

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$76,961$37,610$484,356IRS
990-PFDecember 2024$33,098$48,076$444,999IRS
990-PFDecember 2023$23,483$43,927$459,773IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2724364).

Questions about HELENE AND ALLEN APTER FOUNDATION

What is the EIN of HELENE AND ALLEN APTER FOUNDATION?
The employer identification number (EIN) of HELENE AND ALLEN APTER FOUNDATION is 23-2724364.
Is HELENE AND ALLEN APTER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to HELENE AND ALLEN APTER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HELENE AND ALLEN APTER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HELENE AND ALLEN APTER FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELENE AND ALLEN APTER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HELENE AND ALLEN APTER FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HELENE AND ALLEN APTER FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $76,961, expenses of $37,610 and total assets of $484,356 at year end.

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