2024-08-01T09:27:42-07:00 2024-04-30 383643618 Roy Moraly CPA An Accountancy Corporation 23901 Calabasas Rd Ste 2062 Calabasas CA 91302 990PF 2023-05-01 770444638 SHUM CHARITABLE FUND SHUM 8053777093 2519 PRESLEY COURT CAMARILLO CA 93012 HELEN SHUM President 2024-08-01 true true Roy Moraly CPA P00235965 8188768383 2023 2024-08-08 14:25:15Z X 86756 X X 43 43 2627 2627 1970 14307 1970 4640 4640 5000 2068 193 193 352 667 145 8280 193 145 3469 3469 11749 193 3614 -7109 4447 6890 6560 6560 67808 60241 78255 688 1828 1413 1100 572 880 528 528 76266 69157 86756 0 X 76266 69157 76266 69157 76266 69157 76266 -7109 69157 69157 VARIOUS PUBLICLY TRADED SECURITIES P 2023-01-01 2023-06-01 412 457 -45 -45 VARIOUS PUBLICLY TRADED SECURITIES P 2005-01-01 2023-06-01 13895 11880 2015 2015 1970 -45 62 62 62 62 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 5000 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. 11556 85235 9062 0 94297 0 94297 1414 92883 4644 4644 62 62 4582 4582 4582 3614 3614 4582 3469 3614 3469 0 145 4437 X RESCUE MISSION ALLIANCE VENTURA COUNTY 315 NORTH A STREET OXNARD CA 93030 NONE PC FOOD, SHELTHER, AND CLOTHING FOR THE NEEDY 130 GOLD COAST VETERANS FOUNDATION 4001 MISSION OAKS BLVD CAMARILLO CA 93012 NONE CHARITY HELP ACTIVITIES THAT PROMOTE WELLNESS FOR VETERANS 1000 PADRE SERRA PARISH 5205 UPLAND RD CAMARILLO CA 93012 NONE CHURCH FINANCIAL ASSISTANCE TO THE NEEDY 273 OAK PARK HS BASKETBALL 899 KANAN RD OAK PARK CA 91377 NONE PROMOTE BASKETBALL AT A HIGH SCHOOL 21 CONEJO FREE CLINIC 80 E HILLCREST DR STE 102 THOUSAND OAKS CA 91360 NONE PC HEALTHCARE SERVICES FOR THE NEEDY 2045 3469 14 43 14 2627 1970 2670 1970 4640 false false false false false false false false false false ACCOUNTING FEES 2068 0 0 0 COMPUTER 2022-10-14 1100 220 200DB 0.3200 352 13 SH ABBOTT LABORATORIES 566 1378 4 SH ACCENTURE PLC 459 1204 3 SH ARTHUR J GALLAGHER & CO 46 SH TRUIST FINL CORP 1719 1727 48 SH BCE INC 11 SH CHEVRON CORPORATION 1180 1774 45 SH CISCO SYSTEMS INC 1579 2114 43 SH COCA COLA COMPANY 1987 2656 9 SH DIAGEO PLC 25 SH EVERSOURCE ENERGY 1398 1515 17 SH EXXON MOBIL CORP 1382 2011 9 SH GENUINE PARTS CO 1033 1415 6 SH IBM CORP 852 997 11 SH JOHNSON & JOHNSON 1276 1590 17 SH JPMORGAN CHASE & CO 1516 3260 15 SH LEGGETT & PLATT INC 4 SH LOCKHEED MARTIN CORP 1053 1860 8 SH MICROSOFT CORP 1156 3115 21 SH NOVARTIS AG 18 SH OMNICOM GROUP INC 1496 1671 15 SH ORACLE CORPORATION 621 1706 5 SH PARKER-HANNIFIN CORP 560 2725 23 SH PHILIP MORRIS INTL 2256 2184 17 SH PROCTER & GAMBLE 1517 2774 16 SH RAYTHEON COMPANY 12 SH TEXAS INSTRUMENTS 1224 2117 68 SH VERIZON COMMUNICATIONS 3408 2685 6 SH 3M COMPANY 2 SH WATSCO INC 296 895 33 SH ALTRIA GROUP INC 1946 1446 17 SH CVS HEALTH CORP 1321 1151 16 SH STARBUCKS CORP 1381 1416 24 SH WALMART INC 936 1424 24 SH GENERAL MILLS INC 1405 1691 5 SH ILLINOIS TOOL WORKS 654 1221 92 SH KINDER MORGAN INC 31 SH COMCAST CORP 1377 1181 7 SH HOME DEPOT 1629 2340 7 SH MCDONALDS CORP 1517 1911 9 SH NIKE INC 917 830 54 SH ROCHE HLDG AG 2283 1610 18 SH DUKE ENERGY CORP 1762 1769 7 SH VISA INC 1464 1880 3 SH BROADCOM INC 1641 3901 41 SH CITIZENS FINL GROUP INC 73 SH HUNTINGTON NATL BK 1133 983 33 SH PFIZER INC 1660 845 2 SH UNITED PARCEL SRVC 395 295 3 SH ZOETIS INC 566 478 1 SH BLACKROCK INC 648 755 7 SH FASTENAL CO 383 476 23 SH FIDELITY NATL INFO 1447 1562 16 SH MEDTRONIC PLC 1415 1284 7 SH MORGAN STANLEY 1 SH UNITEDHEALTH GRP INC 475 484 2 SH CATERPILLAR INC 480 669 37 SH KENVUE INC 713 696 18 SH MERCK & CO INC 1902 2326 2 SH PPG INDUSTRIES INC 257 258 4 SH CROWN CASTLE INC AT COST 679 375 4 SH PUBLIC STORAGE AT COST 1149 1038 Machinery and Equipment 1100 572 528 528 BROKERAGE FEES 522 OFFICE SUPPLIES AND EXPENSES 145 145 CALIFORNIA TAXES 25 25 FEDERAL EXCISE TAXES 126 126 FOREIGN TAX PAID 42 42