Civic Intelligence
Officer

CREATIVE PLANNING TRUST COMPANY

3 organizations • 12 returns • Latest tax year 2025

Trustee
Name Match Caveat

This page groups activity by normalized name only. It may combine different people who share the same name.

Organizations

3

Returns

12

Total Compensation

$10,850

Total Benefits

$0

Organizations

OrganizationEINReturnsLatest YearLatest TitleCompensation
Helena Tse Yeung Foundation11-366789892025Trustee$7,621
Beining Family Foundation20-745096422025Trustee$3,229
John T Wolf Charitable Trust II Alpine Trust & Investment Group Trustee36-741456612024Trustee$0

Returns

Tax YearOrganizationTypeTitleHours / WeekCompensationBenefitsReturn
2025Beining Family Foundation990PFTrustee1$2,791$0View return
2025Helena Tse Yeung Foundation990PFTrustee1$341$0View return
2024Helena Tse Yeung Foundation990PFTrustee1$1,332$0View return
2024Beining Family Foundation990PFTrustee1$438$0View return
2024John T Wolf Charitable Trust II Alpine Trust & Investment Group Trustee990PFTrustee1$0$0View return
2023Helena Tse Yeung Foundation990PFTrustee1$1,138$0View return
2022Helena Tse Yeung Foundation990PFTrustee1$919$0View return
2021Helena Tse Yeung Foundation990PFTrustee1$1,180$0View return
2020Helena Tse Yeung Foundation990PFTrustee1$1,052$0View return
2019Helena Tse Yeung Foundation990PFTrustee1$1,109$0View return
2018Helena Tse Yeung Foundation990PFTrustee1$550$0View return
2017Helena Tse Yeung Foundation990PFTrustee1$0$0View return