2022-09-14T15:12:51-07:00 2022-04-30 383643618 Roy Moraly CPA An Accountancy Corporation 23901 Calabasas Rd Ste 2062 Calabasas CA 91302 990PF 2021-05-01 770444638 SHUM CHARITABLE FUND SHUM 8053777093 2519 PRESLEY COURT CAMARILLO CA 93012 HELEN SHUM President 2022-09-14 true HELEN SHUM 999009999 Roy Moraly CPA P00235965 8188768383 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z X X 100989 X X 3485 3485 8172 31405 8172 10 11657 11657 10 11000 489 489 2059 740 294 294 1141 94 14983 294 1323 3122 3122 18105 294 4445 -6448 11363 10 5453 8820 88658 78765 100989 4530 4530 94111 87585 100989 0 X 94111 87585 94111 87585 94111 87585 94111 -6448 87663 78 87585 VARIOUS PUBLICLY TRADED SECURITIES P 2021-01-01 2021-06-01 400 390 10 10 VARIOUS PUBLICLY TRADED SECURITIES P 2005-01-01 2021-06-01 31005 22843 8162 8162 8172 10 158 158 158 158 0 false false false false false false false true true CA true false false false false true N/A HELEN SHUM 8053777093 2519 PRESLEY COURT CAMARILLO CA 93012 false false false false true false false false false false false false false false false false false false false false false false HELEN SHUM 2519 PRESLEY COURT CAMARILLO CA 93012 President 6.00 11000 MARTIN SHUM 2519 PRESLEY COURT CAMARILLO CA 93012 FINANCIAL DIREC 4.00 0 NATASHA SHUM 26723 MONT CALABASAS DRIVE CALABASAS CA 91302 Secretary 2.00 0 NONE NONE DONATIONS WERE MADE TO VARIOUS CHARITABLE ORGANIZATIONS TO HELP WITH THE ORGANIZATION'S MAIN MISSION OF CARING FOR DISADVANTAGED YOUTH THROUGH EDUCATION, JOB TRAINING AND CONSTRUCTIVE RECREATIONAL ACTIVITIES IN ORDER TO BECOME SELF-SUFFICIENT CONTRIBUTING MEMBERS OF SOCIETY. 18105 115034 5213 0 120247 0 120247 1804 118443 5922 5922 158 158 5764 5764 5764 4445 4445 5764 4382 4445 4382 0 63 5701 X CASA PACIFICA CENTERS 1722 S LEWIS ROAD CAMARILLO CA 93012 NONE PC SUPPORT FOR ABUSED CHILDREN 2000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 NONE CHARITY UKRAINE RELIEF 897 PADRE SERRA PARISH 5205 UPLAND RD CAMARILLO CA 93012 NONE CHURCH FINANCIAL ASSISTANCE TO THE NEEDY 225 3122 14 14 3485 8172 3485 8172 11657 false false false false false false false false false false ACCOUNTING FEES 2059 0 0 740 84 SH AT&T INC 15 SH ABBOTT LABORATORIES 653 1702 4 SH ACCENTURE PLC 459 1201 5 SH ARTHUR J GALLAGHER & CO 224 842 55 SH TRUIST FINL CORP 2032 2659 48 SH BCE INC 2238 2552 6 SH BECTON DICKINSON & CO 16 SH CHEVRON CORPORATION 1668 2507 42 SH CISCO SYSTEMS INC 1256 2057 49 SH COCA COLA COMPANY 2263 3166 15 SH COLGATE-PALMOLIVE CO 1065 1156 10 SH DIAGEO PLC 1069 1987 27 SH EVERSOURCE ENERGY 1509 2360 28 SH EXXON MOBIL CORP 2324 2387 14 SH GENUINE PARTS CO 1378 1821 9 SH IBM CORP 1286 1190 21 SH JOHNSON & JOHNSON 2385 3790 18 SH JPMORGAN CHASE & CO 1579 2148 11 SH LEGGETT & PLATT INC 535 392 5 SH LOCKHEED MARTIN CORP 1279 2161 9 SH MICROSOFT CORP 499 2498 13 SH NESTLE SA 26 SH NOVARTIS AG 1729 2289 24 SH OMNICOM GROUP INC 1997 1827 23 SH ORACLE CORPORATION 952 1688 8 SH PARKER-HANNIFIN CORP 895 2167 29 SH PHILIP MORRIS INTL 2858 2900 12 SH PPG INDUSTRIES INC 1123 1536 23 SH PROCTER & GAMBLE 2010 3693 27 SH RAYTHEON COMPANY 1566 2563 15 SH TEXAS INSTRUMENTS 1400 2554 64 SH VERIZON COMMUNICATIONS 3261 2963 25 SH VF CORPORATION 1388 1300 12 SH 3M COMPANY 2041 1731 3 SH WATSCO INC 444 800 37 SH ALTRIA GROUP INC 2209 2056 17 SH CVS HEALTH CORP 1321 1634 24 SH STARBUCKS CORP 1879 1791 15 SH WALMART INC 1546 2295 41 SH GENERAL MILLS INC 2349 2900 7 SH ILLINOIS TOOL WORKS 920 1380 117 SH KINDER MORGAN INC 1860 2123 31 SH COMCAST CORP 1377 1232 9 SH HOME DEPOT 2034 2704 8 SH MCDONALDS CORP 1589 1993 10 SH NIKE INC 1004 1247 46 SH ROCHE HLDG AG 2013 2124 2 SH SMITH A O 19 SH DUKE ENERGY CORP 1864 2093 9 SH VISA INC 1881 1918 1 SH BROADCOM INC 565 554 49 SH CITIZENS FINL GROUP INC 2243 1931 76 SH HUNTINGTON BANCSHS 1178 999 37 SH PFIZER INC 1872 1816 6 SH UNITED PARCEL SRVC 1130 1080 3 SH ZOETIS INC 566 532 Machinery and Equipment 4530 4530 LEGAL FEES 489 0 0 489 NONDEDUCTIBLE EXPENSE 78 BROKERAGE FEES 1047 OFFICE SUPPLIES AND EXPENSES 94 94 CALIFORNIA TAXES 10 10 FEDERAL EXCISE TAXES 176 176 FOREIGN TAX PAID 108 108