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Shum Charitable Fund at a glance

· Private foundation

Shum Charitable Fund

Its FY2026 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$4k
Granted FY2026still arriving
4
Grants FY2026still arriving
2
States reached
$2k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2026.

Human Services$21kHealth$11kPublic Safety & Disaster$10kArts & Culture$4kReligion$3kPhilanthropy$2kHousing & Shelter$866Food & Nutrition$450Other$0
02FY2026 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
2
States reached
$50k
Total assets
Largest grants
RecipientAmount
ST VINCENT DE PAUL$2,000
PADRE SERRA PARISH$1,000
AMERICAN RED CROSS$704
RESCUE MISSION ALLIANCE VENTURA COUNTY$130
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $2k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%GOLD COAST VETERANS FOUNDATION: $1k → 10%VENTURA COUNTY RESCUE MISSION: $243 → 10%VENTURA COUNTY RESCUE MISSION: $163 → 10%VENTURA COUNTY RESCUE MISSION: $148 → 10%VENTURA COUNTY RESCUE MISSION: $130 → 10%VENTURA COUNTY RESCUE MISSION: $100 → 10%VENTURA COUNTY RESCUE MISSION: $82 → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

73%of every dollar goes to organizations it has funded before.
$37k · 13 repeat orgs$14k to everyone else

Grantees it renews have grown median revenue +9% since the first grant, against +5% for those funded once.

13 repeat relationships: 3 still active in FY2026, 10 since wound down; 1 grantees were first funded in FY2026 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

13
17

Total granted

$37k
$12k

Median revenue growth · since first grant

+9%
+5%

Still filing today

54%
47%

New vs renewed · share of each year

In FY2026, 48% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25’26
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25’26
Human ServicesHealthArts & CultureEducationCrime & LegalYouth DevelopmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • AN
    American National Red Cross & Its Constituent Chapters and Branches
    6× · 2018–2026 · $8k · revenue +9%
  • NL
    NO LIMITS THEATER GROUP INC
    4× · 2017–2021 · $3k · revenue +38%
  • RM
    RESCUE MISSION ALLIANCE
    6× · 2017–2023 · $866 · revenue +16%

Funded once

  • CT
    CALLED TO RENEW CAMPAIGN
    one grant, 2021 · $2k
  • CONEJO FREE CLINIC
    one grant, 2024 · $2k · revenue +19%
  • CF
    CALIFORNIA FIRE FOUNDATIONgraduated
    one grant, 2025 · $2k · revenue +104%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
League of California Community Foundations

The league of california community foundations promotes and strengthens community foundations in california. through collaboration and shared learning among member foundations and building partnerships with private and public entities, we…

Philanthropy
2
California Chamber of Commerce

Represent members and cal employers to members of cal legislature and other agencies of state government through in-house legislative analysts, lobbying staff, and contract lobbyists. cal chamber publishes books and software related to…

—
3
The California Channel

To distribute public affairs and other educational information in order to create an electronic bridge between californians and their public officials, and, in the process educate a new generation of voting citizens and civic leaders who…

—
4
California Forward

Ca fwd drives action to identify solutions that can be taken to scale to meet the challenges the state is facing. the organization is driven by the belief that regional solutions across the state will help ensure economic, environmental,…

Public Benefit
5
Community Medical Centers Inc

The organization provides primary medical, behavior health, and dental care to the population of san joaquin, and solano counties without regard to patients' ability to pay.

Health
6
California Apartment Association

The organization's mission is to represent the ethical members of the rental housing industry in all aspects of government affairs within the state of california, and to provide information, products and services which contribute to the…

—
7
California Hotel & Lodging Association

CH&LA operate to protect the right and interest of the California lodging industry. Legislative advocacy, educational training, communication, and cost-savings programs are provided for all segments of the industry. In addition, CH&LA…

—
8
California Association of Food Banks

California association of food banks (cafb) is a non-profit public benefit corporation located in oakland, california. together with its 41-member foodbanks, cafb is the largest charitable hunger-relief and anti-hunger leader in the state.…

Food & Nutrition
9
California Health Foundation and Trust

Support access, research, and education in the fields of healthcare delivery, financing, and patient care.

Philanthropy
10
California Dental Association Foundation

The foundation's mission is to improve the oral health of all californians by supporting the dental profession and its efforts to meet community needs.

Science & Tech
11
The American Institute of Architects California

The AIA California, in collaboration with local components, is the voice of the architectural profession.

—
12
California Association of Health Facilities

Provide membership services such as educational conferences and advocacy to employees of skilled nursing facilities and associate members.

—
How this is measured
The grantee most central to the portfolio’s shape is Conejo Free Clinic; the most unlike its peers is Meadowlark Service League. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

19 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 19 of the 33 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
17/19
Grantees still filing
11/19
Grew since first funded

Where the money sits, by cause and then by grantee

CASA PACIFICA CENTERS: $13,204 · OtherCASA PACIFICA CENTERSST JOHN'S HEALTHCARE FOUNDATION: $6,333 · OtherST JOHN'S HEALTHCARE FOUNDATIONPADRE SERRA PARISH: $4,168 · OtherPADRE SERRA PARISHCALLED TO RENEW CAMPAIGN: $2,400 · OtherCALLED TO RENEW CAMPAIGNCALIFORNIA FIRE FOUNDATION: $2,000 · OtherCALIFORNIA FIRE FOUNDATIONST VINCENT DE PAUL: $2,000 · OtherST VINCENT DE PAUL+14 more: $3,578 · Other+14 moreAmerican National Red Cross & Its Constituent Chapters and Branches: $7,797 · Human ServicesAmerican National Re…Gold Coast Veterans Foundation: $1,000 · Human ServicesGold Coast Veterans …RESCUE MISSION ALLIANCE: $866 · Human ServicesRESCUE MISSION ALLIA…NO LIMITS THEATER GROUP INC: $3,025 · Arts & CultureCamarillo Ranch Foundation: $1,000 · Arts & CultureCONEJO FREE CLINIC: $2,045 · HealthAmerican Heart Association Inc: $795 · HealthALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $300 · HealthVENTURA COUNTY COMMUNITY FOUNDATION: $1,150 · PhilanthropyUCLA FOUNDATION: $400 · EducationFriends of the Camarillo Library: $40 · EducationHOMEBOY INDUSTRIES: $100 · Youth DevelopmentMOTHERS AGAINST DRUNK DRIVING: $30 · Crime & Legal
Other$33,683Human Services$9,663Arts & Culture$4,025Health$3,140Philanthropy$1,150Education$440Youth Development$100Crime & Legal$30

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $7,797 over 6y, 0.0% of budgetST JOHN'S HEALTHCARE FOUNDATION: $6,333 over 5y, 0.1% of budgetNO LIMITS THEATER GROUP INC: $3,025 over 4y, 0.1% of budgetCONEJO FREE CLINIC: $2,045 over 1y, 0.3% of budgetVENTURA COUNTY COMMUNITY FOUNDATION: $1,150 over 2y, 0.0% of budgetCAMARILLO HOSPICE CORPORATION: $1,080 over 1y, 1.2% of budgetCamarillo Ranch Foundation: $1,000 over 1y, 0.1% of budgetGold Coast Veterans Foundation: $1,000 over 1y, 0.1% of budgetRESCUE MISSION ALLIANCE: $866 over 6y, 0.0% of budgetAmerican Heart Association Inc: $795 over 4y, 0.0% of budgetMeadowlark Service League: $615 over 1y, 0.2% of budgetUCLA FOUNDATION: $400 over 1y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $300 over 1y, 0.0% of budgetFELLOWSHIP FOUNDATION INC: $185 over 1y, 0.0% of budgetHOMEBOY INDUSTRIES: $100 over 1y, 0.0% of budgetCamarillo Chamber of Commerce: $90 over 3y, 0.0% of budgetFriends of the Camarillo Library: $40 over 2y, 0.0% of budgetMOTHERS AGAINST DRUNK DRIVING: $30 over 2y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Meadowlark Service Le…LIVINGSTON MEMORIAL F…Ventura County Commun…Conrad N Hilton Found…American Endowment Fo…Morgan Stanley Global…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Meadowlark Service LeagueCA13.6× affinity4 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: Meadowlark Service League · LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP · Ventura County Community Foundation · Conrad N Hilton Foundation · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Shum Charitable Fund funds: left to right is the share of its income from government, bottom to top the share from Shum Charitable Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 33 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2026, released 2026. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Shum’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home