Helena TSE Yeung Foundation
Helena TSE Yeung Foundation is a private foundation, based in Overland Park, KS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $652K in total assets. In 2025, it awarded 4 grants totaling $55K. Net investment income was $21K.
Helena TSE Yeung Foundation at a glance
In short: Helena TSE Yeung Foundation gave $55K across 4 grants in 2025 (avg $14K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $55,000
- +120.0% vs 2024
- Grants made (2025)
- 4
- +300.0% vs 2024
- Average grant
- $13,750
- -45.0% vs 2024
- Median grant
- $10,000
- Total assets
- $652,138
- -5.6% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Helena TSE Yeung Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Metropolitan Opera ($25K). Together the top 4 received $55K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Helena TSE Yeung Foundation gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $25K (2024) to $56K (2023). In 2025 it made 4 grants totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Metropolitan Opera New York, NY | General Operating | $25,000 |
| The Schwarzman Animal Medical Center New York, NY | General Operating | $10,000 |
| Weill Cornell Medical College New York, NY | General Operating | $10,000 |
| Wild Life Conservation Society Bronx, NY | General Operating | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $652,138 | $18,253 | $56,676 | $55,000 | 4 | $55,341 | $20,911 | $64,910 |
| 2024 | $690,901 | $21,138 | $31,002 | $25,000 | 1 | $26,332 | $16,128 | $65,932 |
| 2023 | $701,137 | $18,787 | $61,176 | $56,250 | 8 | $57,388 | $17,189 | $57,376 |
| 2022 | $743,975 | $21,831 | $58,355 | $53,400 | 7 | $54,319 | $17,350 | $56,535 |
| 2021 | $780,916 | $42,350 | $55,317 | $49,250 | 8 | $50,430 | $38,212 | $55,435 |
| 2020 | $794,408 | $47,893 | $59,918 | $55,250 | 8 | — | $43,953 | $50,337 |
Under IRS private-foundation payout rules, Helena TSE Yeung Foundation reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helena TSE Yeung Foundation's only listed officer is Creative Planning Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Creative Planning Trust Company
Trustee
On filings since 2020
1 hr/week
$1K (2020) → $341 (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $341, to Creative Planning Trust Company (Trustee).
Frequently asked questions about Helena TSE Yeung Foundation
How much does Helena TSE Yeung Foundation give each year?
Helena TSE Yeung Foundation gave $55K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 1 grant.
What is Helena TSE Yeung Foundation's typical grant size?
Helena TSE Yeung Foundation's median grant in 2025 was $10,000, and its average grant was $13,750, across 4 grants on its 2025 IRS Form 990-PF.
Where does Helena TSE Yeung Foundation give grants?
Helena TSE Yeung Foundation gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (3 grants).
Does Helena TSE Yeung Foundation give general operating support?
Yes: 100% of Helena TSE Yeung Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Helena TSE Yeung Foundation?
Helena TSE Yeung Foundation reported $652K in total assets on its 2025 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $65K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Helena TSE Yeung Foundation's EIN?
Helena TSE Yeung Foundation's EIN (Employer Identification Number) is 11-3667898. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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