Nonprofit · EIN 11-3667898
HELENA TSE YEUNG FOUNDATION
Tax-exempt · OVERLAND PARK, KS 66211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $18,253 | $56,676 | -$38,423 | $652,138 | $0 | $652,138 |
| December 31, 2024 | 990-PF | $21,138 | $31,002 | -$9,864 | $690,901 | $0 | $690,901 |
| December 31, 2023 | 990-PF | $18,787 | $61,176 | -$42,389 | $701,137 | $0 | $701,137 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,599
- Net gain from sales of assets
- -$4,346
Expenses
- Grants and similar amounts paid
- $55,000
- Compensation of officers, directors and key employees
- $341
- Disbursements for charitable purposes
- $55,341
- Excise tax on investment income
- $291
Balance sheet and other
- Total assets, start of year
- $690,901
- Total assets, end of year
- $652,138
- Total liabilities, end of year
- $0
- Net assets, end of year
- $652,138
- Fair market value of assets
- $1,375,512
- Qualifying distributions
- $55,341
- Net investment income
- $22,246
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CREATIVE PLANNING TRUST COMPANY 5454 W 110TH ST, OVERLAND PARK, KS 66211 | TRUSTEE | 1 | $341 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CREATIVE PLANNING TRUST COMPANY 5454 W 110TH ST, OVERLAND PARK, KS 66211 | TRUSTEE | 1 | $1,332 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CREATIVE PLANNING TRUST COMPANY 5454 W 110TH ST, OVERLAND PARK, KS 66211 | TRUSTEE | 1 | $1,138 |
Address and contacts
- Address (IRS master file)
- 5454 W 110TH ST, OVERLAND PARK, KS 66211-1204
- In care of
- % THE BANK OF NEW YORK TTEE
- Signed the 990-PF
- CREATIVE PLANNING TRUST COMPANY, TRUSTEE
- Phone
- (913) 742-7248
- Return prepared by
- CREATIVE PLANNING TAX LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 11-3667898
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $652,138
- Income (IRS master file)
- $59,572
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $18,253 | $56,676 | $652,138 | IRS |
| 990-PF | December 2024 | $21,138 | $31,002 | $690,901 | XML |
| 990-PF | December 2023 | $18,787 | $61,176 | $701,137 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 11-3667898).
Questions about HELENA TSE YEUNG FOUNDATION
- What is the EIN of HELENA TSE YEUNG FOUNDATION?
- The employer identification number (EIN) of HELENA TSE YEUNG FOUNDATION is 11-3667898.
- Is HELENA TSE YEUNG FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HELENA TSE YEUNG FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELENA TSE YEUNG FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELENA TSE YEUNG 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 HELENA TSE YEUNG 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 HELENA TSE YEUNG FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $341 (CREATIVE PLANNING TRUST COMPANY, TRUSTEE).
- How much revenue does HELENA TSE YEUNG FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,253, expenses of $56,676 and total assets of $652,138 at year end.
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All nonprofits in OVERLAND PARK · Kansas · Philanthropy, voluntarism and grantmaking foundations