Nonprofit · EIN 47-6476422
HEARTFELT LEGACY FOUNDATION
Also known as STEPHEN B YIM TTEE
Tax-exempt · HONOLULU, HI 96826
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $44,213 | $56,771 | -$12,558 | $464,956 | $0 | $464,956 |
| December 31, 2023 | 990-EZ | $10,379 | $19,718 | -$9,339 | $472,462 | $0 | $472,462 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $10,970
- Membership dues
- $10
- Program service revenue
- $5,750
- Net gain from sales of assets
- $1,254
- Other revenue
- $26,229
Expenses
- Grants and similar amounts paid
- $500
- Compensation of officers, directors and key employees
- $17,500
- Salaries, compensation and benefits (total)
- $17,500
- Professional fees and payments to contractors
- $1,832
- Printing, publications and postage
- $2,999
- Other expenses
- $33,940
- Program services (functional)
- $23,048
Balance sheet and other
- Total assets, start of year
- $472,462
- Total assets, end of year
- $464,956
- Total liabilities, end of year
- $0
- Net assets, end of year
- $464,956
- Cash, savings and investments
- $464,956
- Gross receipts
- $150,906
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRITTA LAU | TRUSTEE | 20 | $17,500 |
| STEPHEN B YIM | TRUSTEE | 10 | $0 |
| MONICA YEMPUKU | TRUSTEE | 1 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRITTA LAU | TRUSTEE | 10 | $10,471 |
| STEPHEN B YIM | TRUSTEE | 10 | $0 |
| MONICA YEMPUKU | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2054 S BERETANIA ST, HONOLULU, HI 96826-1312
- In care of
- % STEPHEN B YIM
- Mailing address (990-N for 2018)
- 2054 S Beretania Street, Honolulu HI 96826
- Principal officer (990-N for 2018)
- Stephen B Yim, 2054 S Beretania Street, Honolulu HI 96826
- Signed the 990-EZ
- BRITTA LAU, TRUSTEE
- Phone
- (808) 524-0251
- Return prepared by
- KPI ACCOUNTING SERVICES
Mission
THE HEARTFELT LEGACY FOUNDATION'S GOAL IS TWO-FOLD: ONE, TO ASSIST FAMILIES WITH CHILDREN WITH DISABILITIES BY HOSTING WORKSHOPS AND SEMINARS THAT PROVIDE INFORMATION TO THE FAMILIES AND LOCAL PROFESSIONALS TO HELP THEM MAKE BETTER DECISIONS FOR THEIR CHILDREN AS THEY GROW UP AND DEVELOP; AND TWO, TO BRING A SYSTEM CALLED RESPECTING CHOICES TO OUR LOCAL COMMUNITY TO ASSIST FAMILIES WITH MAKING END OF LIFE DECISIONS.
Program accomplishments
- THE HEARTFELT LEGACY FOUNDATION HOSTS SEMINARS AND WORKSHOPS, COLLABORATING WITH OTHER NONPROFIT ORGANIZATIONS, THE LEGAL COMMUNITY, FINANCIAL PLANNERS, AND OTHER INTERESTED INDIVIDUALS AND ORGANIZATIONS TO BRING IN, ON AN ANNUAL BASIS, A NATIONALLY RECOGNIZED SPEAKER WHO SPECIALIZES IN SPECIAL NEEDS PLANNING TO PROVIDE INFORMATION TO FAMILIES AND LOCAL PROFESSIONALS.Expenses $23,048
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 47-6476422
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Civil rights, social action and advocacy (R99)
- Assets (IRS master file)
- $464,956
- Income (IRS master file)
- $150,906
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $44,213 | $56,771 | $464,956 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-EZ | December 2023 | $10,379 | $19,718 | $472,462 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $20,924 | $1,200 | $446,659 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-N for 2018 Officer: Stephen B Yim | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 47-6476422).
Questions about HEARTFELT LEGACY FOUNDATION
- What is the EIN of HEARTFELT LEGACY FOUNDATION?
- The employer identification number (EIN) of HEARTFELT LEGACY FOUNDATION is 47-6476422.
- Is HEARTFELT LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to HEARTFELT LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTFELT LEGACY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEARTFELT LEGACY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTFELT LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of HEARTFELT LEGACY FOUNDATION?
- The 990-N for 2018 names Stephen B Yim.
- Who are the officers and directors of HEARTFELT LEGACY FOUNDATION?
- The 990-EZ for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $17,500 (BRITTA LAU, TRUSTEE).
- How much revenue does HEARTFELT LEGACY FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $44,213, expenses of $56,771 and total assets of $464,956 at year end.
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