AUMdb

Helen And Ritter Shumway Foundation

EIN 166538147 · 501(c)(3) · Private foundation · Dallas, TX · recognized 2003

Assets
$14.3M
Revenue
$746K
Expenses
$683K
Investment income
$705K

Form 990 fiscal year ended 11/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Bank Of America Trustee $74,156 $0
Mr Paul C Lambert Esq Co-trustee $12,687 $0
Frank R Shumway Iii Co-trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
11/30/2025 $14.3M $746K $683K 990 990PF · obj 202513519349100206 IRS ↗
11/30/2024 $13.3M $545K $623K 990 990PF · obj 202502239349100125 IRS ↗