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Nonprofit · EIN 77-0444638

SHUM CHARITABLE FUND

Tax-exempt · CAMARILLO, CA 93012

Financials

$12K$18K2021$5K$12K2023$5K$22K2024$14K$16K2025
Revenue Expenses · by fiscal year end
Financials of SHUM CHARITABLE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$14,121$15,845-$1,724$49,970$0$49,970
April 30, 2025990-PF$4,684$22,147-$17,463$51,694$0$51,694
April 30, 2024990-PF$4,640$11,749-$7,109$69,157$0$69,157
April 30, 2022990-PF$11,657$18,105-$6,448$87,585$0$87,585
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$2,074
Interest
$2
Net gain from sales of assets
$12,045

Expenses

Grants and similar amounts paid
$3,834
Compensation of officers, directors and key employees
$9,500
Disbursements for charitable purposes
$4,702
Excise tax on investment income
$194

Balance sheet and other

Total assets, start of year
$51,694
Total assets, end of year
$49,970
Total liabilities, end of year
$0
Net assets, end of year
$49,970
Fair market value of assets
$76,271
Qualifying distributions
$4,702
Net investment income
$14,121

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
HELEN SHUM
2519 PRESLEY COURT, CAMARILLO, CA 93012
President6$9,500
MARTIN SHUM
2519 PRESLEY COURT, CAMARILLO, CA 93012
FINANCIAL DIREC4$0
NATASHA SHUM
26723 MONT CALABASAS DRIVE, CALABASAS, CA 91302
Secretary2$0
990-PF for the year ended April 30, 2025: 3 people
NameTitleHours / weekCompensation
HELEN SHUM
2519 PRESLEY COURT, CAMARILLO, CA 93012
President6$14,500
MARTIN SHUM
2519 PRESLEY COURT, CAMARILLO, CA 93012
FINANCIAL DIREC4$0
NATASHA SHUM
26723 MONT CALABASAS DRIVE, CALABASAS, CA 91302
Secretary2$0
990-PF for the year ended April 30, 2024: 3 people
NameTitleHours / weekCompensation
HELEN SHUM
2519 PRESLEY COURT, CAMARILLO, CA 93012
President6$5,000
MARTIN SHUM
2519 PRESLEY COURT, CAMARILLO, CA 93012
FINANCIAL DIREC4$0
NATASHA SHUM
26723 MONT CALABASAS DRIVE, CALABASAS, CA 91302
Secretary2$0
990-PF for the year ended April 30, 2022: 3 people
NameTitleHours / weekCompensation
HELEN SHUM
2519 PRESLEY COURT, CAMARILLO, CA 93012
President6$11,000
MARTIN SHUM
2519 PRESLEY COURT, CAMARILLO, CA 93012
FINANCIAL DIREC4$0
NATASHA SHUM
26723 MONT CALABASAS DRIVE, CALABASAS, CA 91302
Secretary2$0

Address and contacts

Address (IRS master file)
2519 PRESLEY CT, CAMARILLO, CA 93012-8944
Signed the 990-PF
HELEN SHUM, President
Phone
(805) 377-7093
Return prepared by
Roy Moraly CPA An Accountancy Corporation

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0444638 or by the name SHUM CHARITABLE FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
77-0444638
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
1997
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$49,970
Income (IRS master file)
$16,933

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$14,121$15,845$49,970XML
990-PFApril 2025$4,684$22,147$51,694XML
990-PFApril 2024$4,640$11,749$69,157XML
990-PFApril 2023–––IRS
990-PFApril 2022$11,657$18,105$87,585XML
990-PFApril 2021–––IRS
990-PFApril 2020–––IRS
990-PFApril 2019–––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 77-0444638).

Questions about SHUM CHARITABLE FUND

What is the EIN of SHUM CHARITABLE FUND?
The employer identification number (EIN) of SHUM CHARITABLE FUND is 77-0444638.
Is SHUM CHARITABLE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to SHUM CHARITABLE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHUM CHARITABLE FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SHUM CHARITABLE FUND due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHUM CHARITABLE FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of SHUM CHARITABLE FUND?
The 990-PF for the year ended April 30, 2026 lists 3 people; 1 received compensation from the organization, the highest $9,500 (HELEN SHUM, President).
How much revenue does SHUM CHARITABLE FUND have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $14,121, expenses of $15,845 and total assets of $49,970 at year end.

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