Shum Charitable Fund

Camarillo, CA
Tax-exempt since Jan. 1997
EIN: 77-0444638

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.68k (2025)

Expenses

$22.1k (2025)

Total Assets

$51.7k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2025

Revenue

$4,684

Expenses

$22,147

Net Income

-$17,463

Net Assets

$51,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.3%
Dividends	$2,254	48.1%
Sales of Assets	$2,415	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,808	21.7%
Compensation of Officers*	$14,500	65.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$51,694
Total Liabilities	$0
Net Assets	$51,694

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$14,500	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on June 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2024

Revenue

$4,640

Expenses

$11,749

Net Income

-$7,109

Net Assets

$69,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43	0.9%
Dividends	$2,627	56.6%
Sales of Assets	$1,970	42.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,614	30.8%
Compensation of Officers*	$5,000	42.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$69,157
Total Liabilities	$0
Net Assets	$69,157

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$5,000	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on Aug. 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2023

Revenue

$9,042

Expenses

$20,982

Net Income

-$11,940

Net Assets

$76,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32	0.4%
Dividends	$3,085	34.1%
Sales of Assets	$5,925	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,284	34.7%
Compensation of Officers*	$11,000	52.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$76,266
Total Liabilities	$0
Net Assets	$76,266

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$11,000	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on July 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2022

Revenue

$11,657

Expenses

$18,105

Net Income

-$6,448

Net Assets

$87,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,485	29.9%
Sales of Assets	$8,172	70.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,445	24.6%
Compensation of Officers*	$11,000	60.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$87,585
Total Liabilities	$0
Net Assets	$87,585

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$11,000	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on Sept. 14, 2022

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Fiscal Year Ending April
2021

Revenue

$12,882

Expenses

$21,700

Net Income

-$8,818

Net Assets

$94,110

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$3,741	29.0%
Sales of Assets	$9,140	71.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,204	28.6%
Compensation of Officers*	$13,000	59.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$94,111
Total Liabilities	$1
Net Assets	$94,110

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$13,000	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on July 9, 2021

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Fiscal Year Ending April
2020

Revenue

$4,667

Expenses

$19,928

Net Income

-$15,261

Net Assets

$103,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.1%
Dividends	$4,364	93.5%
Sales of Assets	$296	6.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,855	29.4%
Compensation of Officers*	$11,000	55.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$105,111
Total Liabilities	$2,061
Net Assets	$103,050

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$11,000	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on Sept. 3, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2019

Revenue

$9,987

Expenses

$28,904

Net Income

-$18,917

Net Assets

$118,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.2%
Dividends	$4,621	46.3%
Sales of Assets	$5,343	53.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,738	37.2%
Compensation of Officers*	$15,000	51.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$118,409
Total Liabilities	$0
Net Assets	$118,409

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$15,000	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on Sept. 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2018

Revenue

$13,214

Expenses

$26,461

Net Income

-$13,247

Net Assets

$137,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.1%
Dividends	$4,828	36.5%
Sales of Assets	$8,377	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,378	31.7%
Compensation of Officers*	$15,000	56.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$137,332
Total Liabilities	$0
Net Assets	$137,332

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$15,000	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on Aug. 20, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2017

Revenue

$8,054

Expenses

$30,119

Net Income

-$22,065

Net Assets

$150,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$4,942	61.4%
Sales of Assets	$3,111	38.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,245	30.7%
Compensation of Officers*	$15,000	49.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$150,997
Total Liabilities	$0
Net Assets	$150,997

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$15,000	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on June 23, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2016

Revenue

$28,934

Expenses

$29,417

Net Income

-$483

Net Assets

$173,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$1,173	4.1%
Sales of Assets	$27,760	95.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,165	34.6%
Compensation of Officers*	$15,000	51.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$173,431
Total Liabilities	$0
Net Assets	$173,431

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$15,000	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on July 5, 2016

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Fiscal Year Ending April
2015

Revenue

$12,780

Expenses

$23,760

Net Income

-$10,980

Net Assets

$173,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$1,546	12.1%
Sales of Assets	$11,233	87.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,851	41.5%
Compensation of Officers*	$12,000	50.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$173,914
Total Liabilities	$0
Net Assets	$173,914

Compensation

Key Employees and Officers	Compensation	Other
Helen Shum (President)	$12,000	$0
Martin Shum (Financial Direc)	$0	$0
Natasha Shum (Secretary)	$0	$0

990-PF

Filed on Aug. 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2014

Revenue

-$69,264

Expenses

$26,913

Net Income

-$96,177

Net Assets

$184,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2
Dividends	$2,510
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,234	26.9%
Compensation of Officers*	$17,000	63.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$184,894
Total Liabilities	$0
Net Assets	$184,894

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2013

Revenue

$3,431

Expenses

$35,797

Net Income

-$32,366

Net Assets

$281,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.8%
Dividends	$3,403	99.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,829	33.0%
Compensation of Officers*	$20,000	55.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$317,052
Total Liabilities	$35,981
Net Assets	$281,071

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2012

Revenue

$1,125

Expenses

$34,644

Net Income

-$33,519

Net Assets

$313,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$94	8.4%
Dividends	$1,031	91.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,707	42.5%
Compensation of Officers*	$17,000	49.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$327,888
Total Liabilities	$14,451
Net Assets	$313,437

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Shum Charitable Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.68k (2025)

Expenses $22.1k (2025)

Total Assets $51.7k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$4.68k (2025)

Expenses

$22.1k (2025)

Total Assets

$51.7k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending April
2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002