Nonprofit · EIN 16-6538147
HELEN AND RITTER SHUMWAY FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $746,200 | $682,841 | $63,359 | $6,866,079 | $0 | $6,866,079 |
| November 30, 2024 | 990-PF | $545,416 | $622,966 | -$77,550 | $6,753,329 | $0 | $6,753,329 |
| November 30, 2023 | 990-PF | $745,496 | $529,047 | $216,449 | $6,798,518 | $0 | $6,798,518 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $349,754
- Net gain from sales of assets
- $392,950
- Other income
- $3,496
Expenses
- Grants and similar amounts paid
- $570,250
- Compensation of officers, directors and key employees
- $86,843
- Disbursements for charitable purposes
- $636,088
- Excise tax on investment income
- $9,796
Balance sheet and other
- Total assets, start of year
- $6,753,329
- Total assets, end of year
- $6,866,079
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,866,079
- Fair market value of assets
- $14,263,131
- Qualifying distributions
- $636,088
- Net investment income
- $741,791
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-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $74,156 |
| MR PAUL C LAMBERT ESQ MCLAUGHLIN STERN LLP, MADISON AVE NY, NY 100162401 | CO-TRUSTEE | 1 | $12,687 |
| FRANK R SHUMWAY III 5185 SAINT PAUL BLVD, ROCHESTER, NY 146171116 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $68,198 |
| FRANK R SHUMWAY III 5185 SAINT PAUL BLVD, ROCHESTER, NY 146171116 | CO-TRUSTEE | 1 | $0 |
| MR PAUL C LAMBERT ESQ MCLAUGHLIN STERN LLP, MADISON AVE NY, NY 100162401 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $4,318 |
| FRANK R SHUMWAY III 5185 SAINT PAUL BLVD, ROCHESTER, NY 146171116 | CO-TRUSTEE | 1 | $0 |
| MR PAUL C LAMBERT ESQ MCLAUGHLIN STERN LLP, MADISON AVE NY, NY 100162401 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET NATIONAL BANK
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6538147
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $6,866,079
- Income (IRS master file)
- $1,486,590
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $746,200 | $682,841 | $6,866,079 | XML |
| 990-PF | November 2024 | $545,416 | $622,966 | $6,753,329 | XML |
| 990-PF | November 2023 | $745,496 | $529,047 | $6,798,518 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
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 16-6538147).
Questions about HELEN AND RITTER SHUMWAY FOUNDATION
- What is the EIN of HELEN AND RITTER SHUMWAY FOUNDATION?
- The employer identification number (EIN) of HELEN AND RITTER SHUMWAY FOUNDATION is 16-6538147.
- Is HELEN AND RITTER SHUMWAY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HELEN AND RITTER SHUMWAY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN AND RITTER SHUMWAY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN AND RITTER SHUMWAY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN AND RITTER SHUMWAY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of HELEN AND RITTER SHUMWAY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $74,156 (BANK OF AMERICA, TRUSTEE).
- How much revenue does HELEN AND RITTER SHUMWAY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $746,200, expenses of $682,841 and total assets of $6,866,079 at year end.
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