Shum Charitable Fund
Shum Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Camarillo, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $52K in total assets. In 2025, it awarded 7 grants totaling $4K. Net investment income was $4K.
Key facts about Shum Charitable Fund
- EIN
- 77-0444638
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $4,437
- Grants made (2025)
- 7
- Average grant
- $634
- Median grant
- $130
- Total assets
- $51,694
- Primary geography
- California (77% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Shum Charitable Fund funds
By grant dollars, the top recipient states for Shum Charitable Fund's 7 itemized 2025 grants were California (77%) and Iowa (23%). The most frequent recipient cities were Camarillo, CA (2 grants) and Oxnard, CA (2 grants). None of its 7 grants with a stated purpose were described as general or operating support.
How Shum Charitable Fund gives
- Giving grew 42% from 2022 to 2025. Method
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Shum Charitable Fund
- How to evaluate Shum Charitable Fund as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$52K
-25.3% YoY
Annual Giving
$4K
+27.9% YoY
Grant Count
7
+40.0% YoY
Avg Grant Size
$633.857
-8.6% YoY
Under IRS private-foundation payout rules, Shum Charitable Fund reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
About Shum Charitable Fund
Based on IRS filings
Shum Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Camarillo, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $52K in total assets. In 2025, it awarded 7 grants totaling $4K. Net investment income was $4K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 7 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $51,694 | $69,157 | $76,266 |
| Revenue | $4,684 | $4,640 | $9,042 |
| Expenses | $22,147 | $11,749 | $20,982 |
| Qualifying Distributions | $4,808 | $3,614 | $7,284 |
| Net Investment Income | $4,132 | $4,447 | $9,042 |
| Distributable Amount | $4,205 | $4,582 | $5,052 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include California Fire Foundation ($2,000), American Red Cross ($1,032), Ventura County Community Foundation ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CALIFORNIA FIRE FOUNDATION Sacramento, CA | TO SUPPORT FIREFIGHTERS | $2,000 |
| AMERICAN RED CROSS Boone, IA | UKRAINE RELIEF | $1,032 |
| VENTURA COUNTY COMMUNITY FOUNDATION Camarillo, CA | TO SUPPORT FIREFIGHTERS | $1,000 |
| RESCUE MISSION ALLIANCE VENTURA COUNTY Oxnard, CA | FOOD, SHELTHER, AND CLOTHING FOR THE NEEDY | $130 |
| PADRE SERRA PARISH Camarillo, CA | FINANCIAL ASSISTANCE TO THE NEEDY | $125 |
| ST JOHNS HEALTHCARE FOUNDATION Oxnard, CA | HEALTHCARE SERVICES FOR THE NEEDY | $100 |
| THOUSAND OAKS CALIFORNIA FOOD PANTR Thousand Oaks, CA | PROVIDE FOOD FOR THE NEEDY | $50 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Helen Shum | President | 6 | $14,500 |
| Martin Shum | Financial Direc | 4 | — |
| Natasha Shum | Secretary | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Shum Charitable Fund?
Shum Charitable Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Camarillo, CA. It holds $52K in total assets as of 2025.
How large is Shum Charitable Fund?
As of 2025, Shum Charitable Fund holds $52K in total assets with $5K in annual revenue. It awarded 7 grants totaling $4K in 2025.
Where does Shum Charitable Fund operate?
Shum Charitable Fund has awarded grants in California, Iowa, Texas.
What size grants does Shum Charitable Fund award?
In 2025, Shum Charitable Fund awarded 7 grants totaling $4K — an average of about $633.857 per grant, based on its IRS Form 990 filings.
How much is Shum Charitable Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Shum Charitable Fund reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.