Shum Charitable Fund
Shum Charitable Fund is a private foundation, based in Camarillo, CA. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $50K in total assets. In 2026, it awarded 4 grants totaling $4K. Net investment income was $14K.
Shum Charitable Fund at a glance
In short: Shum Charitable Fund gave $4K across 4 grants in 2026 (avg $958.5), mostly in California. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $3,834
- -13.6% vs 2025
- Grants made (2026)
- 4
- -42.9% vs 2025
- Average grant
- $959
- +51.2% vs 2025
- Median grant
- $852
- Total assets
- $49,970
- -3.3% vs 2025
- Primary geography
- California (82% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Shum Charitable Fund funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was Padre Serra Parish ($1K). Together the top 3 received $2K.
Organizations only. It also paid 1 grant to individuals ($2,000), which are not listed by name.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Shum Charitable Fund gives
- Giving fell 40% from 2023 to 2026. Method
- In 2026 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $3K (2022) to $6K (2023). In 2026 it made 4 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $2,000 |
| Padre Serra Parish Camarillo, CA | Financial Assistance to the Needy | $1,000 |
| American Red Cross Boone, IA | Ukraine Relief | $704 |
| Rescue Mission Alliance Ventura County Oxnard, CA | Food, Shelther, and Clothing for the Needy | $130 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $49,970 | $14,121 | $15,845 | $3,834 | 4 | $4,702 | $13,977 | $3,864 |
| 2025 | $51,694 | $4,684 | $22,147 | $4,437 | 7 | $4,808 | $4,132 | $4,205 |
| 2024 | $69,157 | $4,640 | $11,749 | $3,469 | 5 | $3,614 | $4,447 | $4,582 |
| 2023 | $76,266 | $9,042 | $20,982 | $6,432 | 7 | $7,284 | $9,042 | $5,052 |
| 2022 | $87,585 | $11,657 | $18,105 | $3,122 | 3 | $4,445 | $11,363 | $5,764 |
| 2021 | $94,111 | $12,882 | $21,700 | $4,922 | 6 | — | $12,672 | $5,664 |
| 2020 | $105,111 | $4,667 | $19,928 | $4,558 | 4 | — | $4,359 | $6,719 |
Under IRS private-foundation payout rules, Shum Charitable Fund reported a distributable amount of $4K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Shum Charitable Fund is led by Helen Shum, President on every filing since 2020; 1 of 3 officers listed in 2026 is compensated.
Officers on the 2026 filing
Helen Shum
President
On filings since 2020
6 hrs/week
$11K (2020) → $10K (2026)
Martin Shum
Financial Director
On filings since 2020
4 hrs/week
No compensation reported
Natasha Shum
Secretary
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $10K, to Helen Shum (President).
Frequently asked questions about Shum Charitable Fund
How much does Shum Charitable Fund give each year?
Shum Charitable Fund gave $4K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $4K across 7 grants.
What is Shum Charitable Fund's typical grant size?
Shum Charitable Fund's median grant in 2026 was $852, and its average grant was $959, across 4 grants on its 2026 IRS Form 990-PF.
Where does Shum Charitable Fund give grants?
Shum Charitable Fund gives mostly in California: 82% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Iowa (18%).
Does Shum Charitable Fund give general operating support?
Not in 2026: none of the 4 grants with a stated purpose on Shum Charitable Fund's 2026 IRS Form 990-PF were described as general or operating support.
How large is Shum Charitable Fund?
Shum Charitable Fund reported $50K in total assets on its 2026 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
What is Shum Charitable Fund's EIN?
Shum Charitable Fund's EIN (Employer Identification Number) is 77-0444638. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 1, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Shum Charitable Fund funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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